SUE HAMMERSON CHARITABLE TRUST
The charity makes grants to other charitable organisations
Objects
SUCH CHARITABLE PURPOSES OR INSTITUTIONS AS THE TRUSTEES SHALL IN THEIR DISCRETION THINK FIT. EXERCISING THEIR DISCRETION THE TRUSTEES ARE BEQUESTED BUT NOT REQUIRED TO GIVE PARTICULAR CONSIDERATION ON THE ADVANCEMENT OF MEDICAL LEARNING AND RESEARCH AND TO THE RELIEF OF SICKNESS AND POVERTY.
Financial health, per its FY2024 accounts
The accounts state that the charity's net assets amounted to £9,466,917 at the year end, with free reserves standing at £190,686. Per the trustees' report, these reserves are slightly above the desired level of one year’s charitable expenditure. The trustees confirm that the level of income and expenditure and the year-end financial position were as expected.
What the accounts disclose
“It is the policy of the charity to maintain its income reserves at a level equivalent to one year’s charitable expenditure. Currently, this is approximately £87,713.” — page 4
“The trust shares some common trustees with the Sue Hammerson Foundation and the Sue and Lew Hammerson Charitable Trust.” — page 3
Policies the charity declares
- Conflicting interests
- 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
- Risk management
- Safeguarding 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 05/04/2024
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 05/04/2023
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 05/04/2022
- Grant-making is its main activity
Annual return filing dates (Charity Commission record)
Of its last 4 annual returns with a recorded received date, 3 were received after the due date: year ending 05/04/2024 (received 06/02/2026, 366 days after the 05/02/2025 due date); year ending 05/04/2023 (received 03/09/2024, 211 days after the 05/02/2024 due date); year ending 05/04/2021 (received 10/03/2022, 33 days after the 05/02/2022 due date).
1 further annual return is past its due date with no recorded received date (Charity Commission register).
Trustees
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2025 | — | — |
| 05/04/2024 | £161k | £206k |
| 05/04/2023 | £132k | £208k |
| 05/04/2022 | £116k | £238k |
| 05/04/2021 | £138k | £225k |
Common questions
Is SUE HAMMERSON CHARITABLE TRUST financially healthy?
Per its FY2024 accounts: The accounts state that the charity's net assets amounted to £9,466,917 at the year end, with free reserves standing at £190,686. Per the trustees' report, these reserves are slightly above the desired level of one year’s charitable expenditure. The trustees confirm that the level of income and expenditure and the year-end financial position were as expected. Its FY2024 accounts were independently examined.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| BRONGATE LTD | 1 | £15k |
| DILLHAVEN LIMITED | 1 | £12k |
| SABENO LIMITED | 1 | £4k |
Charities like this
- THE SUE AND LEW HAMMERSON CHARITABLE TRUST
- THE SUE HAMMERSON FOUNDATION
- THE C J M CHARITABLE TRUST
- R M SALES CHARITABLE TRUST
- SAMEACH
- H M SASSOON CHARITABLE TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| SUE HAMMERSON CHARITABLE TRUST | £161k | — | 0 | above | — | no doubt |
| THE SUE AND LEW HAMMERSON CHARITABLE TRUST | £61k | — | 0 | below | — | no doubt |
| THE SUE HAMMERSON FOUNDATION | £56k | — | 0 | unclear | — | no doubt |
| THE C J M CHARITABLE TRUST | £100k | — | 0 | unclear | — | no doubt |
| R M SALES CHARITABLE TRUST | £0 | — | 0 | unclear | — | no doubt |
| SAMEACH | £80k | — | 0 | unclear | — | no doubt |