Finance Score: -2

Governance Score: 3

Support Score: 0

Multiple Deficits: -2
No PartB

Gender balanced board: +3

No supporters identified

Overall GiG Score: 1

HENRY AND JAMES WILLIS TRUST

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.

Analysis by Giving is Great

Positives:

The Board appears to be well diversified in terms of gender

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
On several occasions in recent years income has been less than spending

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
30/06/23		£6	£9	£-2	n/a	n/a	n/a	n/a	n/a	n/a
30/06/22		£6	£4	£3	n/a	n/a	n/a	n/a	n/a	n/a
30/06/21		£5	£4	£2	n/a	n/a	n/a	n/a	n/a	n/a
30/06/20		£6	£8	£-1	n/a	n/a	n/a	n/a	n/a	n/a
30/06/19		£8	£9	£-1	n/a	n/a	n/a	n/a	n/a	n/a
30/06/18		£7	£15	£-8	n/a	n/a	n/a	n/a	n/a	n/a
30/06/17		£8	£4	£3	n/a	n/a	n/a	n/a	n/a	n/a
30/06/16		£8	£5	£3	n/a	n/a	n/a	n/a	n/a	n/a
30/06/15	*	£8	£4	£4	n/a	n/a	n/a	n/a	n/a	n/a
30/06/14		£7	£9	£-1	n/a	n/a	n/a	n/a	n/a	n/a
30/06/13		£7	£6	£1	n/a	n/a	n/a	n/a	n/a	n/a
30/06/12		£5	£6	£-1	n/a	n/a	n/a	n/a	n/a	n/a
30/06/11		£5	£6	£-1	n/a	n/a	n/a	n/a	n/a	n/a
30/06/10		£4	£16	£-11	n/a	n/a	n/a	n/a	n/a	n/a
30/06/09		£6	£5	£0	n/a	n/a	n/a	n/a	n/a	n/a
30/06/08		£6	£6	£0	n/a	n/a	n/a	n/a	n/a	n/a
30/06/07		£6	£1	£5	n/a	n/a	n/a	n/a	n/a	n/a
30/06/06		£5	£2	£4	n/a	n/a	n/a	n/a	n/a	n/a
30/06/05		£6	£81	£-75	n/a	n/a	n/a	n/a	n/a	n/a
30/06/04		£8	£5	£3	n/a	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Established: 63 years

www.willistrust.org

secretary@willistrust.org

01905355659

Charity Commission for England and Wales

Listed activities

The Advancement Of Health Or Saving Of Lives

GiG Classification

Provides financial or material assistance

How it operates

Makes grants to individuals

Where it operates

Worcestershire,

Who it helps

Other Defined Groups

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

BARNABY VALENTINE WALWYN PRICE Appointed: 2001

CELIA NINETTE WILLIS Appointed: 2001

DR ROBERT JAMES STOCKLEY Appointed: 1998

GILLIAN SWINDIN (Chair) Appointed: 2008

JOHN MACLAINE BAWDEN Appointed: 2003

MARTIN JOHN COOPER Appointed: 2010

MEREDITH DEBENHAM Appointed: 2008

RICHARD WILKES Appointed: 2012

REV LINDSEY JOANNE COULTHARD Appointed: 2023

Legal constitution

Charity registered in England & Wales on 26/02/1962, number: 201941

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Investment
Risk management

Filing Record

20 returns made; AR15: 24 days late,

Main office

4 Norton Close
Worcester
WR5 3EY

Objectives

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.

Defined Area of Benefit:

WORCESTER AREA