DR DANIEL WILLIAMS (COMMONLY KNOWN AS DR WILLIAMS'S TRUST)

Charity number: 214926
Charity reporting is up to date (22 days late)

Charity overview

Activities - how the charity spends its money

To support Dr Williams's Library and to maintain an educated Protestant Dissenting Ministry in England and Wales.

Income and expenditure

Data for financial year ending 30 September 2024

Total income:
£12,442,015

Text alternative for this canvas graphic is in the data table below.
Donations and legacies £9.13k
Charitable activities £5.05k
Other trading activities £12.00m
Investments £331.34k
Other £100.00k

Total expenditure:
£298,916

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Raising funds £32.06k
Charitable activities £266.85k
Other £0

£173,788 investments gains (losses)

Charitable expenditure

Charitable expenditure

Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.

In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.

Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.

By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.

Text alternative for this canvas graphic is in the data table below.
Raising funds and other expenditure £32.06k
Charitable expenditure £266.85k
Retained for future use £12.14m

People

4 Employee(s)

16 Trustee(s)

2 Volunteer(s)

Employees with total benefits over £60,000

Number of employees
£60k to £70k 1

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

One or more trustees receive payments or benefits from the charity for another benefit.

What, who, how, where

What the charity does:
  • Education/training
Who the charity helps:
  • Other Defined Groups
How the charity helps:
  • Makes Grants To Individuals
  • Provides Buildings/facilities/open Space
Where the charity operates:
  • Throughout England And Wales
  • Scotland

Governance

Registration history:
  • 03 May 1963: Standard registration
  • 02 August 1995: Removed
Organisation type:
Other
Other names:
  • DR WILLIAMSS CHARITY DR WILLIAMSS LIBRARY (Working name)
  • DR WILLIAMS'S TRUST (Working name)
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Complaints policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Paying staff
  • Risk management
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
  • 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

16 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Rev Dr Robert Philip Pope Trustee 13 September 2024
None on record
Revd Dr Elaine Colechin Trustee 13 September 2024
None on record
Rev Dr Robert Whiteman Trustee 13 September 2024
None on record
Rev MARTIN NORMAN WHITELL Trustee 02 July 2020
DEPTFORD GENERAL BAPTIST CHAPEL FUND
Received: On time
PRISCILLA PEIRCE AND OTHERS
Received: On time
Rev Dr Ann Sonja Peart Trustee 03 March 2016
UNITARIAN HISTORICAL SOCIETY
Received: On time
THE BRITISH AND FOREIGN UNITARIAN ASSOCIATION (INCORPORATED)
Received: On time
REVD DR MICHAEL HOPKINS Trustee 03 March 2016
THE UNITED REFORMED CHURCH HISTORY SOCIETY
Received: On time
THE UNITED REFORMED CHURCH (WESSEX) TRUST LIMITED
Received: On time
DEREK MCAULEY Trustee 05 July 2012
ARTHUR MCDOUGALL FUND
Received: On time
THE HIBBERT TRUST
Received: On time
UNITARIAN HISTORICAL SOCIETY
Received: On time
THE JOHN GREGSON TRUST
Received: On time
MARGARET IRENE KIRK Trustee 05 July 2012
THE BARNET CHORAL SOCIETY
Received: On time
PROFESSOR J CLYDE G BINFIELD Trustee 09 December 2005
None on record
Dr DOREEN JANE WILLIAMS Trustee 05 July 2001
THE RETIRED MINISTERS' AND WIDOWS' FUND
Received: On time
JEFFREY JAMES TEAGLE Trustee 03 December 1998
None on record
Rev STEPHEN LEONARD COPSON Trustee 09 July 1998
THE BAPTIST HISTORICAL SOCIETY
Received: On time
BRISTOL BAPTIST COLLEGE
Received: On time
REGENT'S PARK COLLEGE
Received: On time
PROFESSOR GRAYSON McCLURE DITCHFIELD Trustee 07 March 1996
None on record
WILLIAM PETER FEATHERSTONE Trustee 12 March 1983
THE FRIENDS OF THE FALKLAND ISLANDS MUSEUM AND THE JANE CAMERON NATIONAL ARCHIVES
Received: On time
DESBOROUGH CORNERSTONE TRUST
Received: On time
THE FALKLANDS MARITIME HERITAGE TRUST
Received: On time
HOWARD RICHARD HAGUE Trustee 12 March 1980
None on record
ALAN ROBERT RUSTON Trustee 12 March 1975
ESSEX HALL
Received: On time

Financial history

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Financial period end date

Income / Expenditure 30/09/2020 30/09/2021 30/09/2022 30/09/2023 30/09/2024
Total gross income £302.05k £299.76k £271.32k £217.25k £12.44m
Total expenditure £413.97k £349.70k £397.24k £496.91k £298.92k
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
Income - Donations and legacies N/A N/A N/A N/A £9.13k
Income - Other trading activities N/A N/A N/A N/A £12.00m
Income - Charitable activities N/A N/A N/A N/A £5.05k
Income - Endowments N/A N/A N/A N/A £0
Income - Investment N/A N/A N/A N/A £331.34k
Income - Other N/A N/A N/A N/A £100.00k
Income - Legacies N/A N/A N/A N/A £5.00k
Expenditure - Charitable activities N/A N/A N/A N/A £266.85k
Expenditure - Raising funds N/A N/A N/A N/A £32.06k
Expenditure - Governance N/A N/A N/A N/A £0
Expenditure - Grants institution N/A N/A N/A N/A £0
Expenditure - Investment management N/A N/A N/A N/A £32.06k
Expenditure - Other N/A N/A N/A N/A £0

Assets and liabilities

Definitions for assets and liabilities
Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

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Asset / Liability 30/09/2020 30/09/2021 30/09/2022 30/09/2023 30/09/2024
Own use assets N/A N/A N/A N/A £2.35k
Long-term investments N/A N/A N/A N/A £15.08m
Other assets N/A N/A N/A N/A £1.15m
Defined benefit pension scheme asset or liability N/A N/A N/A N/A £0
Total liabilities N/A N/A N/A N/A £89.52k

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 September 2024 21 August 2025 22 days late
Accounts and TAR 30 September 2024 21 August 2025 22 days late
Annual return 30 September 2023 19 September 2024 51 days late
Accounts and TAR 30 September 2023 19 September 2024 51 days late
Annual return 30 September 2022 28 July 2023 On time
Accounts and TAR 30 September 2022 28 July 2023 On time
Annual return 30 September 2021 21 July 2022 On time
Accounts and TAR 30 September 2021 03 August 2022 4 days late
Annual return 30 September 2020 15 June 2021 On time
Accounts and TAR 30 September 2020 23 March 2021 On time
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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 OF 15TH JULY 1910 AS VARIED BY SCHEMES OF 19TH APRIL 1955, 13TH JULY 1972, 17TH FEBRUARY 1978, 19TH FEBRUARY 1997 AND 19TH FEBRUARY 1997

Charitable objects

PAYMENT OF ú60 A YEAR TO THE TRUSTEES OF THE CHARITY OF ELIZABETH ROBERTS FOR THE MINISTER AND POOR OF CHESTER STREET CHAPEL, WREXHAM. THE MAINTENANCE AND UPKEEP OF THE LIBRARY BELONGING TO THE CHARITY, AND IN THE ACQUISITION OF BOOKS THE CONSERVATION OF BOOKS, MANUSCRIPTS AND PICTURES, THE PUBLICATION OF CATALOGUES, AND THE EMPLOYMENT OF STAFF IN THE SAID LIBRARY. PAYMENTS AS SET OUT IN CLAUSE 5(2) OF SCHEME.

Area of benefit

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

NOT DEFINED

Linked charities

Linked charities
Linked charity 214926-1 DEBORAH BUTTALL'S BEQUEST
Governing document
DECLARATION OF TRUST FEBRUARY 1776
Charitable objects
FOR THE BENEFIT OF THE MINISTER OF MINISTERS OF THE MEETING HOUSE AT WREXHAM OF WHICH FRANCIS BOULT WAS PASTOR
Area of benefit
NOT DEFINED
Registration history
  • 03 May 1963 : Standard registration
  • 02 August 1995 : Removed

Contact information

Address:
Room 263
Senate House
Malet Street
London
Phone:
02073873727
Email:
enquiries@dwl.ac.uk
Website:

www.dwl.ac.uk/ Open in new window