PETER SAMUEL CHARITABLE TRUST

Registered charity 269065 · accounts filings on the Charity Commission register

Interests lie in medical sciences, jewish concerns, heritage and forestry/land restoration and the quality of life in local areas (South Central Berkshire, East Somerset and The Highlands of Scotland).

Causes: General Charitable Purposes · Grant history (this charity is a funder) · Get email alerts

Latest income

£148k

Latest spending

£291k

Registered

1975

Accounts read

FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity holds unrestricted reserves of £7,551,527, which exceeds its stated policy target of maintaining three to six months of expenditure. The filing notes a going concern basis with adequate resources, supported by a net investment gain of £250,002 and total income of £147,690.

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

What the accounts disclose

Reserves policy: three and six months expenditure (held: £7.6m)

“It is the policy of the Peter Samuel Charitable Trust that unrestricted funds which have not been designated for a specific use should be maintained at a level equivalent to between three and six months expenditure.” — page 4

Per its FY2025 accounts as filed with the Charity Commission.

Related-party transaction: The Hon Michael John Samuel, who is a Trustee, is also a Trustee of Full Fact. During the year, The Peter Samuel Charitable Trust donated £25,000 to Full Fact.

“The Hon Michael John Samuel, who is a Trustee, is also a Trustee of Full Fact. During the year, The Peter Samuel Charitable Trust donated £25,000 to Full Fact.” — page 16

“The Hon M J Samuel and The Rt Hon T Viscount Bearsted, who were both Trustees, are also Trustees of The Peter Samuel Royal Free Fund. During the year, The Peter Samuel Charitable Trust donated £41,064 to The Peter Samuel Royal Free Fund.” — page 16

Per its FY2025 accounts as filed with the Charity Commission.

Related-party transaction: The Hon M J Samuel and The Rt Hon T Viscount Bearsted, who were both Trustees, are also Trustees of The Peter Samuel Royal Free Fund. During the year, The Peter Samuel Charitable Trust donated £41,064 to The Peter Samuel Royal Free Fund.

“The Hon Michael John Samuel, who is a Trustee, is also a Trustee of Full Fact. During the year, The Peter Samuel Charitable Trust donated £25,000 to Full Fact.” — page 16

“The Hon M J Samuel and The Rt Hon T Viscount Bearsted, who were both Trustees, are also Trustees of The Peter Samuel Royal Free Fund. During the year, The Peter Samuel Charitable Trust donated £41,064 to The Peter Samuel Royal Free Fund.” — page 16

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

VISCOUNT NICHOLAS ALAN BEARSTEDchair · trustee of 1 other charity
THE HON MICHAEL JOHN SAMUEL · trustee of 4 other charities

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

Operates in: Scotland · Throughout England And Wales

Income and spending

Financial year end	Income	Spending
31/03/2025	£148k	£291k
31/03/2024	£155k	£158k
31/03/2023	£141k	£156k
31/03/2022	£218k	£217k
31/03/2021	£88k	£70k

Common questions

Is PETER SAMUEL CHARITABLE TRUST financially healthy?

Per its FY2025 accounts: The accounts state that the charity holds unrestricted reserves of £7,551,527, which exceeds its stated policy target of maintaining three to six months of expenditure. The filing notes a going concern basis with adequate resources, supported by a net investment gain of £250,002 and total income of £147,690. Its FY2025 accounts were independently examined.

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Funder	Similar charities funded	Amount to them
SAMJO LIMITED	1	£1.1m
MOLE CHARITABLE TRUST	1	£95k
BRUSHMILL LIMITED	1	£5k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with SHEMTOV CHARITABLE TRUST.

SHEMTOV CHARITABLE TRUST income £738k
POSSUK LIMITED income £156k
THE JACK PATSTON CHARITABLE TRUST income £124k
THE PELL CHARITABLE TRUST income £249k
PETER STORRS TRUST income £137k
THE BERSAM TRUST income £234k

Side by side with its peers

Charity	Income	Top pay band	Reserves vs policy	Fundraising cost	Going concern
PETER SAMUEL CHARITABLE TRUST	£148k	—	unclear	—	no doubt
SHEMTOV CHARITABLE TRUST FY2024	£738k	—	unclear	—	no doubt
POSSUK LIMITED FY2025	£156k	—	below	—	no doubt
THE JACK PATSTON CHARITABLE TRUST FY2025	£124k	—	unclear	—	no doubt
THE PELL CHARITABLE TRUST FY2026	£249k	—	above	—	no doubt
PETER STORRS TRUST FY2025	£137k	—	no_policy	—	no doubt

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.