NOTTINGHAM UNIVERSITY SAMWORTH ACADEMIES ENDOWMENT TRUST
Grants to specific schools for education purposes
Objects
(I) TO ADVANCE EDUCATION FOR THE BENEFIT OF THE COMMUNITY IN BILBOROUGH, NOTTINGHAMSHIRE BY ASSISTING AND SUPPORTING THE EDUCATION OF STUDENTS AT NOTTINGHAM UNIVERSITY SAMWORTH ACADEMY AND FIRBECK ACADEMY(II) FOSTERING CLOSE TIES BETWEEN THE SCHOOL AND THE COMMUNITYPROVIDED THAT IF THE SCHOOL CLOSES PERMANENTLY TO ASSIST AND SUPPORT THE EDUCATION OF STUDENTS IN BILBOROUGH NOTTINGHAMSHIRE.
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.
What the accounts disclose
“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
Policies the charity declares
- Conflicting interests
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Investing charity funds policy and procedures
- Investment
- Serious incident reporting policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 31/08/2025
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 31/08/2024
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 31/08/2023
- Grant-making is its main activity
Trustees
- Nottingham University Samworth Academies Trust
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 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.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| ACHISOMOCH AID COMPANY LIMITED | 1 | £564k |
| Ripple Effect International | 1 | £150k |
| BELZ FOUNDATION LTD | 1 | £21k |
| UNSEEN (UK) | 1 | £20k |
| THE BENZI DUNNER SCHOOLS TRUST | 1 | £10k |
| THE O'SULLIVAN FAMILY CHARITABLE TRUST | 1 | £3k |
Charities like this
- THE SAMWORTH FOUNDATION
- THE SOUTHAMPTON UNIVERSITY DEVELOPMENT TRUST
- NOAM EDUCATIONAL TRUST
- NORTHWESTERN UNIVERSITY (USA) FOUNDATION LIMITED
- NEWTON BURSARY FUND
- THE SPALDING MEMORIAL EDUCATIONAL TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| NOTTINGHAM UNIVERSITY SAMWORTH ACADEMIES ENDOWMENT TRUST | £73k | — | 0 | above | — | no doubt |
| THE SAMWORTH FOUNDATION | £3.2m | £60,000 to £70,000 | 1 | above | — | no doubt |
| THE SOUTHAMPTON UNIVERSITY DEVELOPMENT TRUST | £43k | — | 0 | above | — | no doubt |
| NOAM EDUCATIONAL TRUST | £746k | — | 0 | unclear | — | no doubt |
| NORTHWESTERN UNIVERSITY (USA) FOUNDATION LIMITED | £399k | — | 0 | within | — | no doubt |
| NEWTON BURSARY FUND | £380k | — | 0 | unclear | — | no doubt |