SAMUEL WILSON'S LOAN CHARITY

Registered charity 206964 · accounts filings on the Charity Commission register · also known as SAMUEL WILSON'S LOAN TRUST

BENEFIT YOUNG PERSONS RECENTLY SET UP IN BUSINESS BY GRANTING LOANS AT A LOW RATE OF INTEREST.

Objects

THE OBJECT OF THE CHARITY IS THE RELIEF OF YOUNG PEOPLE IN NEED BY REASON OF ILL-HEALTH, DISABILITY, FINANCIAL HARDSHIP OR OTHER DISADVANTAGE FOR THE PUBLIC BENEFIT BY;A) THE PROVISION OF LOANS TO INDIVIDUALS, PARTNERSHIPS AND COMPANIES PREPARING FOR OR ENGAGED IN ANY TRADE, MANUFACTURE, BUSINESS OR PROFESSION IN THE AREA COMPRISING GREATER LONDON AND THE COUNTIES OF BUCKINGHAMSHIRE, ESSEX, HERTFORDSHIRE, KENT, SURREY, EAST SUSSEX AND WEST SUSSEX; B) INVESTING IN SHARES OF COMPANIES PREPARING FOR OR ENGAGED IN ANY TRADE, MANUFACTURE, BUSINESS OR PROFESSION IN THE AREA COMPRISING GREATER LONDON AND THE COUNTIES OF BUCKINGHAMSHIRE, ESSEX, HERTFORDSHIRE, KENT, SURREY, EAST SUSSEX AND WEST SUSSEX.

Area of benefit: SEE OBJECTS

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

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Financial health, per its FY2025 accounts

The accounts state that total funds increased to £3,064,020, with unrestricted reserves of £3,016,058 significantly exceeding the trustees' stated minimum investment requirement of £2.25m. The trustees confirm there is no material uncertainty regarding going concern, noting that adequate funds are anticipated for the next five years to meet obligations.

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

What the accounts disclose

Accounts independently examined (not a full audit). Discloses 5 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.

• Bullying and harassment policy and procedures
• Campaigns and political activity policy and procedures
• Complaints handling
• Complaints policy and procedures
• Conflicting interests
• Engaging external speakers at charity events policy and procedures
• Financial reserves policy and procedures
• Internal charity financial controls policy and procedures
• Internal risk management policy and procedures
• Investing charity funds policy and procedures
• Investment
• Paying staff
• Risk management
• Safeguarding policy and procedures
• Serious incident reporting policy and procedures
• Social media policy and procedures
• Trustee conflicts of interest policy and procedures
• Trustee expenses policy and procedures

Register events

• Received assets from another charity (24/05/2022) — per the register’s event history; asset transfers typically record mergers or reorganisations.

Trustees · trustee networks

• ALDERMAN ALISON GOWMAN
• ALDERMAN ROBERT CHARLES HUGHES-PENNEY
• Alderman Christopher Kevin Makin
• Sir Alastair King · trustee of 3 other charities
• VINCENT KEAVENY · trustee of 1 other charity
• caroline AL-BEYERTY

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

Operates in: Buckinghamshire · East Sussex · Essex · Hertfordshire · Kent · Surrey · Throughout London · West Sussex

Income and spending

Common questions