Finance Score: 2

Governance Score: -9

Support Score: 0

Strong growth: +2
No PartB

No conflicts policy: -1
Very static board: -5
All female board: -3

No supporters identified

Overall GiG Score: -7

THE PHYL AND HUGHIE WILLIAMS CHARITABLE TRUST

The Trust supports individuals and organisations where the Trustees identify need.The Trust is at present unable to accept unsolicited applications.

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
The Board is completely female
The Board composition appears to be very static

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
05/04/23	*	£7	£7	£0	n/a	n/a	n/a	n/a	n/a	n/a
05/04/22		£7	£10	£-3	n/a	n/a	n/a	n/a	n/a	n/a
05/04/21		£8	£2	£5	n/a	n/a	n/a	n/a	n/a	n/a
05/04/20		£8	£6	£2	n/a	n/a	n/a	n/a	n/a	n/a
05/04/19		£7	£0	£7	n/a	n/a	n/a	n/a	n/a	n/a
05/04/18	*	£7	£5	£2	n/a	n/a	n/a	n/a	n/a	n/a
05/04/17		£7	£8	£-1	n/a	n/a	n/a	n/a	n/a	n/a
05/04/16		£6	£5	£1	n/a	n/a	n/a	n/a	n/a	n/a
05/04/15		£6	£5	£1	n/a	n/a	n/a	n/a	n/a	n/a
05/04/14		£104	£10	£95	n/a	n/a	n/a	n/a	n/a	n/a
05/04/13		£3	£7	£-4	n/a	n/a	n/a	n/a	n/a	n/a
05/04/12		£3	£9	£-6	n/a	n/a	n/a	n/a	n/a	n/a
05/04/11		£3	£8	£-5	n/a	n/a	n/a	n/a	n/a	n/a
05/04/10		£3	£4	£-1	n/a	n/a	n/a	n/a	n/a	n/a
05/04/09		£4	£8	£-4	n/a	n/a	n/a	n/a	n/a	n/a
05/04/08		£4	£17	£-12	n/a	n/a	n/a	n/a	n/a	n/a
05/04/07		£6	£29	£-24	n/a	n/a	n/a	n/a	n/a	n/a
05/04/06		£6	£16	£-10	n/a	n/a	n/a	n/a	n/a	n/a
05/04/05		£6	£38	£-32	n/a	n/a	n/a	n/a	n/a	n/a
05/04/04		£6	£24	£-18	n/a	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Established: 49 years

01626437319

Charity Commission for England and Wales

Listed activities

Education/Training
General Charitable Purposes

GiG Classification

Grant-making foundations

How it operates

Makes grants to individuals
Makes grants to organisations

Where it operates

Throughout England And Wales,

Who it helps

Other Charities Or Voluntary Bodies
The General Public/Mankind

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (3)

Current Trustees appointed

Gender Split

JENNIFER BERYL STILES Appointed: 1986

JUDY CAROLYN WILLIAMS Appointed: 1975

SOPHIE ANITA HUG WILLIAMS Appointed: 2015

Legal constitution

Charity registered in England & Wales on 08/12/1975, number: 270631

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Investment
Risk management

Filing Record

20 returns made; AR23: 144 days late, AR18: 3 days late,

Main office

Brook Cottage
Longford Lane
Kingsteignton
NEWTON ABBOT
TQ12 3DL

Objectives

FOR SUCH PURPOSES OR OBJECTS WHICH ARE FROM TIME TO TIME RECOGNISED BY LAW AS GOOD CHARITABLE PURPOSES ORGANISATIONS OR OBJECTS AS THE TRUSTEES IN THEIR ABSOLUTE DISCRETION MAY THINK FIT.

Defined Area of Benefit:

NOT DEFINED

Data Sources

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