01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- Trust
- Registered
- 26 February 1962
- Removed
- Not supplied
- Financial period
- 1 July 2024 – 30 June 2025
- Latest income
- £7,206
- Latest expenditure
- £5,774
- Gift Aid
- No
- Owns or uses land
- No
- In administration
- No
- Insolvent
- No
- CIO
- No
Public contact address: 4 Norton Close, Worcester, WR5 3EY
Website recorded by the regulator: www.willistrust.org (displayed as text)
02 Activities
What the charity does
Income from charity is applied for the relief of sickness among the residents of the city of Worcester in the following ways:1) in the provision of financial support for convalescents.2) for income that cannot be applied in the provision of financial support for convalescents, in such other ways as the trustees see fit.
03 Official extract
Charity Annual Return History
- Fin Period Start Date
- 1 July 2024
- Fin Period End Date
- 30 June 2025
- Ar Cycle Reference
- AR25
- Reporting Due Date
- 30 April 2026
- Date Annual Return Received
- 7 April 2026
- Total Gross Income
- £7,206
- Total Gross Expenditure
- £5,774
- Fin Period Start Date
- 1 July 2023
- Fin Period End Date
- 30 June 2024
- Ar Cycle Reference
- AR24
- Reporting Due Date
- 30 April 2025
- Date Annual Return Received
- 5 April 2025
- Total Gross Income
- £7,399
- Total Gross Expenditure
- £7,830
- Fin Period Start Date
- 1 July 2022
- Fin Period End Date
- 30 June 2023
- Ar Cycle Reference
- AR23
- Reporting Due Date
- 30 April 2024
- Date Annual Return Received
- 17 April 2024
- Total Gross Income
- £6,404
- Total Gross Expenditure
- £8,599
- Fin Period Start Date
- 1 July 2021
- Fin Period End Date
- 30 June 2022
- Ar Cycle Reference
- AR22
- Reporting Due Date
- 30 April 2023
- Date Annual Return Received
- 8 March 2023
- Total Gross Income
- £6,499
- Total Gross Expenditure
- £3,957
- Fin Period Start Date
- 1 July 2020
- Fin Period End Date
- 30 June 2021
- Ar Cycle Reference
- AR21
- Reporting Due Date
- 30 April 2022
- Date Annual Return Received
- 2 March 2022
- Total Gross Income
- £5,431
- Total Gross Expenditure
- £3,824
04 Official extract
Charity Area Of Operation
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Worcestershire
- Welsh Ind
- No
05 Official extract
Charity Classification
- Classification Code
- 301
- Classification Type
- How
- Classification Description
- Makes Grants To Individuals
- Classification Code
- 103
- Classification Type
- What
- Classification Description
- The Advancement Of Health Or Saving Of Lives
- Classification Code
- 206
- Classification Type
- Who
- Classification Description
- Other Defined Groups
06 Official extract
Charity Event History
- Charity Name
- HENRY AND JAMES WILLIS TRUST
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 1962-02-26T00:00:00
07 Official extract
Charity Governing Document
- Governing Document Description
- TRUST DEED 30 NOVEMBER 1942. ALTERED BY SCHEME DATED 4TH FEBRUARY 2004AS AMENDED BY RESOLUTION DATED 15 JAN 2018
- Charitable Objects
- THE INCOME OF THE CHARITY IS TO BE APPLIED FOR THE RELIEF OF SICKNESS AMONGST RESIDENTS OF THE WORCESTER AREA IN THE FOLLOWING WAYS: (1) IN THE PROVISION OF FINANCIAL SUPPORT FOR CONVALESCENTS. (2) FOR INCOME THAT CANNOT BE APPLIED IN THE PROVISION OF FINANCIAL SUPPORT FOR CONVALESCENTS, IN SUCH OTHER WAYS AS THE TRUSTEES SEE FIT."
- Area Of Benefit
- WORCESTER AREA
08 Official extract
Charity Policy
- Policy Name
- Investment
- Policy Name
- Conflicting interests
- Policy Name
- Risk management