ALFRED WILLIAMS CHARITABLE TRUST
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).
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.
What the accounts disclose
“An anticipated year's worth of grants (£75,000) is considered to be an appropriate level of reserves.” — page 4
“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
“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
Policies the charity declares
- Conflicting interests
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Investing charity funds policy and procedures
- Investment
- Risk management
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
Trustees
- Dr Luke Robert Williams
- JONATHAN HOWARD PENN
- PAUL DAWSON CLARKE
- ROBERT JOHN WILLIAMS
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 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.