THE HON A G SAMUEL CHARITABLE TRUST

Registered charity 1090481 · accounts filings on the Charity Commission register

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.

Area of benefit: NATIONAL

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: The Advancement Of Health Or Saving Of Lives · Disability · Get email alerts

Latest income
£26k
Latest spending
£27k
Registered
2002
Accounts read
FY2024

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.

Automated summary of the FY2024 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Fundraising cost ratio: 37.4% of fundraised income, as disclosed
“Investment management fees of £10,125 (2023: £8,690) were paid in the year. Investment income for the year amount to £27,089”
Per its FY2024 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 3 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

Trustees · trustee networks

Trustee list from the Charity Commission register (current, not historical).

Operates in: Throughout England And Wales

Income and spending

Financial year endIncomeSpending
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.