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NOTTINGHAM UNIVERSITY SAMWORTH ACADEMIES ENDOWMENT TRUST

Registered charity 1176509 · accounts filings on the Charity Commission register · also known as NOTTINGHAM UNIVERSITY SAMWORTH ACADEMY ENDOWMENT TRUST

Grants to specific schools for education purposes

Causes: Education/training · Get email alerts

Latest income
£73k
Latest spending
£44k
Registered
2018
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity maintains a permanent endowment fund with total assets of £2,942,000, which remains substantially above its stated reserves policy target of £2,000,000. The charity reported a net movement in funds of £108,000 for the year, driven by investment income and gains, while expenditure on charitable activities and governance costs totaled £66,000. The independent examiner confirmed that no matters came to their attention that would suggest the financial statements were not prepared in accordance with applicable regulations.

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

What the accounts disclose

Reserves policy: three months of unrestricted expenditure (held: £2.9m)
“The reserve policy of the Trust is to maintain the endowment fund principle sum of £2m, and a working cashflow balance of at least £5k after each quarterly distribution of investment income.” — page 5
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: The Trust paid £44k on behalf of Nottingham University Samworth Academies Trust, the Trustee of the Charity, to assist in meeting the objectives.
“During the year, the Trust paid £44k (2024: £42k) on behalf of Nottingham University Samworth Academies Trust, Trustee of the Charity, to assist in meeting the objectives.” — page 15
Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 4 of 6 completeness components.

Trustees · trustee networks

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

Operates in: Nottingham City · Nottinghamshire

Income and spending

Financial year endIncomeSpending
31/08/2025£73k£44k
31/08/2024£78k£42k
31/08/2023£72k£68k
31/08/2022£51k£70k
31/08/2021£35k£33k

Common questions

Is NOTTINGHAM UNIVERSITY SAMWORTH ACADEMIES ENDOWMENT TRUST financially healthy?

Per its FY2025 accounts: The accounts state that the charity maintains a permanent endowment fund with total assets of £2,942,000, which remains substantially above its stated reserves policy target of £2,000,000. The charity reported a net movement in funds of £108,000 for the year, driven by investment income and gains, while expenditure on charitable activities and governance costs totaled £66,000. The independent examiner confirmed that no matters came to their attention that would suggest the financial statements were not prepared in accordance with applicable regulations. Its FY2025 accounts were independently examined.