HENRY AND JAMES WILLIS TRUST

Charity number: 201941
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

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.

Income and expenditure

Data for financial year ending 30 June 2024

Total income: £7,399
Total expenditure: £7,830

People

9 Trustee(s)

Employees with total benefits over £60,000

No information available

Fundraising

No information available

Trading

No information available

Trustee payments

No information available

What, who, how, where

What the charity does:
  • The Advancement Of Health Or Saving Of Lives
Who the charity helps:
  • Other Defined Groups
How the charity helps:
  • Makes Grants To Individuals
Where the charity operates:
  • Worcestershire

Governance

Registration history:
  • 26 February 1962: Standard registration
Organisation type:
Trust
Other names:

No other names

Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Conflicting interests
  • Investment
  • Risk management
Land and property:
This charity does not own and/or lease land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

9 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
GILLIAN SWINDIN Chair 15 April 2008
THE MYRIAD CENTRE LIMITED
Received: On time
Rev Lindsey Joanne Coulthard Trustee 17 October 2023
None on record
RICHARD WILKES Trustee 16 October 2012
None on record
MARTIN JOHN COOPER Trustee 13 April 2010
None on record
MEREDITH DEBENHAM Trustee 15 April 2008
None on record
JOHN MACLAINE BAWDEN Trustee 16 October 2003
None on record
CELIA NINETTE WILLIS Trustee 18 October 2001
None on record
BARNABY VALENTINE WALWYN PRICE Trustee 05 April 2001
None on record
Dr ROBERT JAMES STOCKLEY Trustee 22 October 1998
None on record

Financial history

" role="img"> Text alternative for this canvas graphic is in the data table below.

Financial period end date

Income / Expenditure 30/06/2020 30/06/2021 30/06/2022 30/06/2023 30/06/2024
Total gross income £6.22k £5.43k £6.50k £6.40k £7.40k
Total expenditure £7.53k £3.82k £3.96k £8.60k £7.83k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A N/A

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 30 June 2024 05 April 2025 On Time
Accounts and TAR 30 June 2024 Not Required
Annual return 30 June 2023 17 April 2024 On Time
Accounts and TAR 30 June 2023 Not Required
Annual return 30 June 2022 08 March 2023 On Time
Accounts and TAR 30 June 2022 Not Required
Annual return 30 June 2021 02 March 2022 On Time
Accounts and TAR 30 June 2021 Not Required
Annual return 30 June 2020 07 April 2021 On Time
Accounts and TAR 30 June 2020 Not Required
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

TRUST DEED 30 NOVEMBER 1942. ALTERED BY SCHEME DATED 4TH FEBRUARY 2004 AS 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

The area the charity can operate in, as set out in its governing document.

WORCESTER AREA

Contact information

Address:
4 Norton Close
Worcester
WR5 3EY
Phone:
01905355659
Email:
secretary@willistrust.org
Website:

www.willistrust.org Open in new window