PETER SAMUEL CHARITABLE TRUST
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.
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.
Trustees
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?
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
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| SAMJO LIMITED | 1 | £904k |
| MOLE CHARITABLE TRUST | 1 | £95k |
| UNSEEN (UK) | 1 | £5k |
| HABITAT FOR HUMANITY GREAT BRITAIN | 1 | £4k |