THE HON A G SAMUEL CHARITABLE TRUST
The Trustees aim to distribute the net income each year in accordance with the terms of the Trust Deed.
Objects
THE OBJECTS OF THE TRUST ARE TO PROVIDE SUPPORT TO CHARITIES IN THE UNITED KINGDOM:-1. FOR THE DEAF, BLIND AND HANDICAPPED;2. FOR WIDOWS AND CHILDREN;3. FOR MEDICAL RESEARCH; AND4. FOR THE ENHAM TRUST (REGISTERED CHARITY NUMBER 211235)THE TRUSTEES MAY APPLY UP TO ONE HALF OF THE FUNDS AVAILABLE IN THE TRUST FROM TIME TO TIME FOR THE BENEFIT OF JEWISH CHARITIES IN THE UNITED KINGDOM IN THE CATEGORIES SET OUT IN CLAUSE 2.2.THE TRUSTEES MAY APPLY UP TO ONE HALF OF THE FUNDS IN THE TRUST FROM TIME TO TIME FOR THE BENEFIT OF OTHER CHARITIES IN THE UNITED KINGDOM IN THE CATEGORIES SET OUT IN CLAUSE 2.2.
Financial health, per its FY2024 accounts
The accounts state that unrestricted funds increased to £1,490,711, supported by investment gains of £138,329 and charitable grants of £53,000. The trustees report no need for a reserve fund, stating the policy is to make grants broadly within annual income. The independent examiner confirmed that accounting records were kept and financial statements accorded with those records.
What the accounts disclose
“Investment management fees of £10,125 (2023: £8,690) were paid in the year. Investment income for the year amount to £27,089”
Policies the charity declares
- Investment
Trustees
- THE HON MICHAEL JOHN SAMUELchair
- JACQUELINE EVE O'HALLORAN
- LORD BEARSTED
- THE HON MRS JULIA ALINE SAMUEL
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/12/2024 | £26k | £27k |
| 31/12/2023 | £24k | £23k |
| 31/12/2022 | £24k | £23k |
| 31/12/2021 | £21k | £24k |
| 31/12/2020 | £21k | £23k |
Common questions
Is THE HON A G SAMUEL CHARITABLE TRUST financially healthy?
Per its FY2024 accounts: The accounts state that unrestricted funds increased to £1,490,711, supported by investment gains of £138,329 and charitable grants of £53,000. The trustees report no need for a reserve fund, stating the policy is to make grants broadly within annual income. The independent examiner confirmed that accounting records were kept and financial statements accorded with those records. Its FY2024 accounts were independently examined.