KENNETH MAURICE WILLIAMS WILL TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Other
Registered: 14 January 2000
Removed: Not supplied
Financial period: 6 April 2024 – 5 April 2025
Latest income: £338,829
Latest expenditure: £389,333
Gift Aid: No
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: No

Public contact address: Mogers Drewett LLP, Spring House, East Mill Lane, Sherborne, Dorset, DT9 3DP

02 Activities

What the charity does

To distribute income to the Charities stated in the original Trust Deed

03 Official extract

Charity Annual Return History

Fin Period Start Date: 6 April 2024
Fin Period End Date: 5 April 2025
Ar Cycle Reference: AR25
Reporting Due Date: 5 February 2026
Date Annual Return Received: 15 December 2025
Date Accounts Received: 15 December 2025
Total Gross Income: £338,829
Total Gross Expenditure: £389,333

Fin Period Start Date: 6 April 2023
Fin Period End Date: 5 April 2024
Ar Cycle Reference: AR24
Reporting Due Date: 5 February 2025
Date Annual Return Received: 1 December 2024
Date Accounts Received: 1 December 2024
Total Gross Income: £342,856
Total Gross Expenditure: £401,191

Fin Period Start Date: 6 April 2022
Fin Period End Date: 5 April 2023
Ar Cycle Reference: AR23
Reporting Due Date: 5 February 2024
Date Annual Return Received: 5 February 2024
Date Accounts Received: 5 February 2024
Total Gross Income: £314,874
Total Gross Expenditure: £344,339

Fin Period Start Date: 6 April 2021
Fin Period End Date: 5 April 2022
Ar Cycle Reference: AR22
Reporting Due Date: 5 February 2023
Date Annual Return Received: 15 November 2022
Date Accounts Received: 15 November 2022
Total Gross Income: £308,054
Total Gross Expenditure: £591,647

Fin Period Start Date: 6 April 2020
Fin Period End Date: 5 April 2021
Ar Cycle Reference: AR21
Reporting Due Date: 5 February 2022
Date Annual Return Received: 2 February 2022
Date Accounts Received: 2 February 2022
Total Gross Income: £266,267
Total Gross Expenditure: £107,338

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR25
Fin Period Start Date: 6 April 2024
Fin Period End Date: 5 April 2025
Ar Due Date: 5 February 2026
Ar Received Date: 15 December 2025
Total Gross Income: £338,829
Total Gross Expenditure: £389,333
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: Yes
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: Yes
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 6 April 2023
Fin Period End Date: 5 April 2024
Ar Due Date: 5 February 2025
Ar Received Date: 1 December 2024
Total Gross Income: £342,856
Total Gross Expenditure: £401,191
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: Yes
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: Yes
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 6 April 2022
Fin Period End Date: 5 April 2023
Ar Due Date: 5 February 2024
Ar Received Date: 5 February 2024
Total Gross Income: £314,874
Total Gross Expenditure: £344,339
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: Yes
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: Yes
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 6 April 2021
Fin Period End Date: 5 April 2022
Ar Due Date: 5 February 2023
Ar Received Date: 15 November 2022
Total Gross Income: £308,054
Total Gross Expenditure: £591,647
Charity Raises Funds From Public: No
Grant Making Is Main Activity: Yes
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 6 April 2020
Fin Period End Date: 5 April 2021
Ar Due Date: 5 February 2022
Ar Received Date: 2 February 2022
Total Gross Income: £266,267
Total Gross Expenditure: £107,338
Charity Raises Funds From Public: No
Grant Making Is Main Activity: Yes
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 0

05 Official extract

Charity Area Of Operation

Geographic Area Type: Region
Geographic Area Description: Throughout England And Wales
Welsh Ind: No

06 Official extract

Charity Classification

Classification Code: 302
Classification Type: How
Classification Description: Makes Grants To Organisations

Classification Code: 104
Classification Type: What
Classification Description: Disability

Classification Code: 111
Classification Type: What
Classification Description: Animals

Classification Code: 205
Classification Type: Who
Classification Description: Other Charities Or Voluntary Bodies

Classification Code: 310
Classification Type: How
Classification Description: Other Charitable Activities

Classification Code: 101
Classification Type: What
Classification Description: General Charitable Purposes

Classification Code: 103
Classification Type: What
Classification Description: The Advancement Of Health Or Saving Of Lives

Classification Code: 114
Classification Type: What
Classification Description: Armed Forces/emergency Service Efficiency

Classification Code: 117
Classification Type: What
Classification Description: Other Charitable Purposes

Classification Code: 206
Classification Type: Who
Classification Description: Other Defined Groups

Classification Code: 102
Classification Type: What
Classification Description: Education/training

07 Official extract

Charity Event History

Charity Name: KENNETH MAURICE WILLIAMS WILL TRUST
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 2000-01-14T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: WILL DATED 16 SEPTEMBER 1993 PROVED AT THE DISTRICT PROBATE REGISTRY BRISTOL DATED 10 NOVEMBER 1998
Charitable Objects: FOR SUCH CHARITY OR CHARITIES AS THE TRUSTEES DECIDE
Area Of Benefit: NOT DEFINED

09 Official extract

Charity Policy

Policy Name: Internal risk management policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Investment

Policy Name: Financial reserves policy and procedures

Policy Name: Investing charity funds policy and procedures