ALFRED WILLIAMS CHARITABLE TRUST

Registered charity 266652 · accounts filings on the Charity Commission register

To make grants for environmental and social causes in the county of Suffolk with a bias towards preservation or regeneration of the built heritage, amenity and landscape of the county. Grants to social causes are either for start-up projects, or for modest on-going support to groups involved in voluntary care, education, theatre, music and youth and community projects.

Objects

FOR THE RELIEF OF POVERTY THE ADVANCEMENT OF EDUCATION THE ADVANCEMENT OF RELIGION AND SUCH OTHER CHARITABLE PURPOSES AS MAY BE BENEFICIAL TO THE COMMUNITY AS THEY IN THEIR ABSOLUTE DISCRETION SHALL THINK FIT. (SEE TRUST DEED FOR FURTHER DETAILS).

Area of benefit: NOT DEFINED

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: Arts/culture/heritage/science · Environment/conservation/heritage · Other Charitable Purposes · website · Get email alerts

Latest income
£93k
Latest spending
£113k
Registered
1974
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that total unrestricted funds decreased from £3,887,135 to £3,725,460 due to a net depreciation in investment values of £142,562, which outweighed incoming resources of £93,398. Despite this loss, the charity maintained sufficient reserves to cover its grant-making activities and administrative costs, with unrestricted funds significantly exceeding the trustees' stated policy target of £75,000.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Reserves policy: £75,000 (held: £3.7m)
“An anticipated year's worth of grants (£75,000) is considered to be an appropriate level of reserves.” — page 4
Per its FY2025 accounts as filed with the Charity Commission.
Payments to trustees: Mr J H Penn received £750 for preparation of financial statements.
“Included in creditors is £750 (2024: £nil) due to Mr J H Penn for the preparation of the financial statements and other related work for the year ended 5th April 2025. Mr J H Penn is a Trustee of The Alfred Williams Charitable Trust.” — page 12
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Payment to trustee for professional services
“Included in creditors is £750 (2024: £nil) due to Mr J H Penn for the preparation of the financial statements and other related work for the year ended 5th April 2025. Mr J H Penn is a Trustee of The Alfred Williams Charitable Trust.” — page 12
Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 5 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

Trustees · trustee networks

Trustee list from the Charity Commission register (current, not historical).

Operates in: Suffolk

Income and spending

Financial year endIncomeSpending
05/04/2025£93k£113k
05/04/2024£91k£103k
05/04/2023£83k£96k
05/04/2022£77k£94k
05/04/2021£89k£95k

Common questions

Is ALFRED WILLIAMS CHARITABLE TRUST financially healthy?

Per its FY2025 accounts: The accounts state that total unrestricted funds decreased from £3,887,135 to £3,725,460 due to a net depreciation in investment values of £142,562, which outweighed incoming resources of £93,398. Despite this loss, the charity maintained sufficient reserves to cover its grant-making activities and administrative costs, with unrestricted funds significantly exceeding the trustees' stated policy target of £75,000. Its FY2025 accounts were independently examined.