THOMAS WILLIAMS EDUCATIONAL FOUNDATION

Charity number: 306172
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Managing financial investments with the joint aims of maintaining/increasing their value in real terms, whilst generating a level of income appropriate to the forecasted needs of beneficiaries. Publicising the existence and purpose of the Trust; soliciting applications for assistance; making awards annually to qualifying individuals and organisations.

Income and expenditure

Data for financial year ending 31 December 2024

Total income: £8,516
Total expenditure: £10,352

People

7 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:
  • Education/training
Who the charity helps:
  • Children/young People
  • Other Defined Groups
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
Where the charity operates:
  • Dorset

Governance

Registration history:
  • 01 March 1968: Standard registration
Organisation type:
Other
Other names:

No other names

Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Complaints handling
  • Conflicting interests
  • Investment
  • Risk management
  • Safeguarding vulnerable beneficiaries
  • Volunteer 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

7 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
MAJOR MICHAEL JOHN ASHLEY BOND Chair
CORFE CASTLE CHARITY
Received: On time
Gloria Bridget Curtis Trustee 30 April 2025
None on record
The Rev Canon Richard Charles Bartlett Trustee 05 September 2024
None on record
PETER JOHN CHEESEMAN Trustee 26 May 2021
None on record
SIMON JOHN MUNNINGS Trustee 18 August 2014
None on record
RAYMOND AUDLEY EDWARD WILMOT WILLIAMS Trustee
None on record
ANDREW CHARLES KENT Trustee
Bere Regis Sports Club
Received: On time
THE ED KENT CHARITABLE TRUST
Received: On time

Financial history

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Financial period end date

Income / Expenditure 31/12/2020 31/12/2021 31/12/2022 31/12/2023 31/12/2024
Total gross income £8.20k £8.39k £10.53k £9.66k £8.52k
Total expenditure £9.96k £8.55k £13.05k £6.18k £10.35k
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 31 December 2024 30 April 2025 On Time
Accounts and TAR 31 December 2024 Not Required
Annual return 31 December 2023 03 July 2024 On Time
Accounts and TAR 31 December 2023 Not Required
Annual return 31 December 2022 27 March 2023 On Time
Accounts and TAR 31 December 2022 Not Required
Annual return 31 December 2021 28 April 2022 On Time
Accounts and TAR 31 December 2021 Not Required
Annual return 31 December 2020 28 May 2021 On Time
Accounts and TAR 31 December 2020 Not Required
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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.

SCHEME DATED 8 APRIL 1994 as amended on 05 Sep 2023

Charitable objects

1) IN PAYING A YEARLY SUM OF ú300 OR SUCH OTHER SUM AS THE COMMISSIONERS MAY FROM TIME TO TIME APPROVE TO THE VICAR OF BERE REGIS TO BE APPLIED BY HIM AS TRUSTEE ION THE PROMOTION OF RELIGIOUS INSTRUCTION IN THE AREA OF BENEFIT IN ACCORDANCE WITH THE DOCTRINES OF THE CHURCH OF ENGLAND. 2) IN PROMOTING THE EDUCATION (INCLUDING SOCIAL AND PHYSICAL TRAINING) OF PERSONS UNDER THE AGE OF 25 YEARS WHO ARE, OR WHOSE PARENTS, ARE RESIDENT IN THE AREA OF BENEFIT, AND WHO ARE IN NEED OF FINANCIAL ASSISTANCE AND IN PARTICULAR BUT WITHOUT PREJUDICE TO THE GENERALITY OF THE FOREGOING:- A) IN AWARDING TO SUCH PERSONS SHOLARSHIPS, EXHIBITIONS, BURSARIES, MAINTENANCE ALLOWANCES OR GRANTS TENABLE AT ANY SCHOOL, UNIVERSITY, COLLEGE OF EDUCATION, OR OTHER INSITUTION OF FURTHER (INCLUDING PROFESSIONAL AND TECHNICAL) EDUCATION APPROVED FOR THE PURPOSE BY THE TRUSTEES; B) IN PROVIDING FINANCIAL ASSIDSTANCE, OUTFITS, CLOTHING, TOOLS, INSTRUMENTS OR BOOKS TO ASSIST SUCH PERSONS TO PURSUE THEIR EDUCATION (INCLUDING THE STUDY OF MUSIC AND OTHER ARTS), TO UNDERTAKE TRAVEL IN FURTHERANCE THEREOF, OR TO PREPARE FOR OR ENTER A PROFESSION, TRADE OR SERVICE ON LEAVING SCHOOL, UNIVERSITY, OR OTHER EDUCATIONAL ESTABLISHMENT.

Area of benefit

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

PARISH OF BERE REGIS

Contact information

Address:
94 North Street
Bere Regis
WAREHAM
Dorset
BH20 7LD
Phone:
07957 823234
Email:
office@williamstrust.org.uk
Website:

www.williamstrust.org.uk Open in new window