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.

Causes: Other Charitable Purposes · website · Get email alerts

Latest income

£90k

Latest spending

£242k

Registered

1962

Accounts read

FY2025

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

Reserves policy: minimum of £2.25m considered to be appropriate to be held in investments (held: £3.0m)

“The Trustees’ policy is that the charity’s free reserves, which are total unrestricted reserves (£3,016k) less the net loan book (£324k) less the minimum £2,250k in investments, should be sufficient to meet the costs of its administration for one year (£115k).” — page 8

Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 5 of 6 completeness components.

Public profiles (found on the charity’s own website): facebook

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
Alastair King · trustee of 2 other charities
Alderman Christopher Kevin Makin
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

Financial year end	Income	Spending
31/03/2025	£90k	£242k
31/03/2024	£90k	£151k
31/03/2023	£145k	£201k
31/03/2022	£135k	£4k
31/03/2021	£105k	£32k

Common questions

Is SAMUEL WILSON'S LOAN CHARITY financially healthy?

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. Its FY2025 accounts were independently examined.