THE WATH SAMWAIES TRUST

Registered charity 1104918 · accounts filings on the Charity Commission register

A charity for education and relief of poverty for the village of Wath, North Yorkshire. Aimed at the young and the elderly it makes grants to individuals and organisations and provides village facilities for the people of the parish of Wath.

Objects

1. TO ADVANCE THE EDUCATION OF YOUNG PEOPLE UNDER 25 YEARS WHO ARE RESIDENT IN THE ECCLESIASTICAL PARISH OF ST MARY'S CHURCH, WATH, NORTH YORKSHIRE.2. FOR THE RELIEF OF HARDSHIP FOR PEOPLE OVER 75 YEARS WHO RESIDE IN THE ECCLESIASTICAL PARISH OF WATH, RIPON.3. TO ESTABLISH OR TO SECURE THE ESTABLISHMENT OF A COMMUNITY CENTRE FOR THE RESIDENTS OF WATH, RIPON, NORTH YORKSHIRE.

Area of benefit: WATH, RIPON, NORTH YORKSHIRE

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

Causes: Education/training · The Prevention Or Relief Of Poverty · Arts/culture/heritage/science · Amateur Sport · Economic/community Development/employment · Get email alerts

Latest income

£27k

Latest spending

£18k

Registered

2004

Accounts read

FY2025

Financial health, per its FY2025 accounts

The accounts state that unrestricted funds increased to £245,490, maintaining the trustees' policy target of three to six months' expenditure. The charity reported a net increase in total funds of £109,518, driven largely by investment gains, while total income exceeded total expenditure for the year.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Reserves policy: three and six month's expenditure (held: £245k)

“It is the policy of the trust that unrestricted funds which have not been designated for a specific use should be maintained at a level equivalent to between three and six month's expenditure.” — page 4

Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 4 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.

Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Property (HM Land Registry)

1 registered title in England and Wales held by the charity’s company or corporate body (1 freehold); recorded price paid £235k. All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.

Trustees · trustee networks

JULIE ANN CLARKEchair
Claire Tiffney
JUDITH GRAHAM · trustee of 1 other charity
Mark Nicholas Ranson
Nicholas Brading

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

Operates in: North Yorkshire

Income and spending

Financial year end	Income	Spending
31/12/2025	£27k	£18k
31/12/2024	£23k	£19k
31/12/2023	£18k	£15k
31/12/2022	£18k	£16k
31/12/2021	£15k	£11k

Common questions

Is THE WATH SAMWAIES TRUST financially healthy?

Per its FY2025 accounts: The accounts state that unrestricted funds increased to £245,490, maintaining the trustees' policy target of three to six months' expenditure. The charity reported a net increase in total funds of £109,518, driven largely by investment gains, while total income exceeded total expenditure for the year. Its FY2025 accounts were independently examined.