THE LIONEL ABEL-SMITH TRUST
Makes grants to individuals and organisations within the parish of Wendover, the Moor Park Estate and the houses to the right of Halton Lane from Moor Park up to Perch Bridge.
Objects
TO MAKE SUCH PAYMENTS AND GENERALLY TO APPLY THE TRUST FUND AND THE INCOME THEREFROM FOR SUCH CHARITABLE OR EDUCATIONAL INSTITUTIONS OF THE TOWN OF WENDOVER BUCKINGHAMSHIRE AND ALSO FOR SUCH OTHER GENERAL CHARITABLE PURPOSES FOR THE BENEFIT OF WENDOVER OR ANY OF ITS INHABITANTS AS THE TRUSTEES SHALL DETERMINE.
Financial health, per its FY2025 accounts
The accounts state that the charity holds unrestricted reserves of £268,402 against total funds of £7,116,240, with a net income surplus of £36,797 for the year. The trustees report that the charity is reliant on income from properties and investments, which amounted to £290,419, and note that they have established systems to manage risks related to grant-making and property holdings. The independent auditor confirmed that the use of the going concern basis of accounting is appropriate with no material uncertainties identified.
What the accounts disclose
“Included in other support and governance costs are fees of £8,684 (2024 - £7,680) in respect of accountancy services provided by a company controlled by M Ryan, the Treasurer.” — page 25
Policies the charity declares
- Bullying and harassment policy and procedures
- Campaigns and political activity policy and procedures
- Complaints handling
- Complaints policy and procedures
- 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
- Paying staff
- Risk management
- Safeguarding policy and procedures
- Safeguarding vulnerable beneficiaries
- Serious incident reporting policy and procedures
- Social media policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
- Volunteer management
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 30/11/2025
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 30/11/2024
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 30/11/2023
- Grant-making is its main activity
Register events
- Received assets from another charity (12/05/2022)
Trustees
- Robert Hugh Dugganchair
- Caroline Harrington
- Clive Edward John Gallagher
- DAVID ALAN WALLS
- Dr GWENLAIS MARY WILLIAMS
- Emma Louise Carroll
- John William Mayhead CBE
- SARAH PAMELA POTTER
- Sheila Elizabeth Bulpett
- Steve Bishop
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 30/11/2025 | £290k | £254k |
| 30/11/2024 | £281k | £214k |
| 30/11/2023 | £259k | £323k |
| 30/11/2022 | £228k | £231k |
| 30/11/2021 | £216k | £155k |
Common questions
Is THE LIONEL ABEL-SMITH TRUST financially healthy?
Per its FY2025 accounts: The accounts state that the charity holds unrestricted reserves of £268,402 against total funds of £7,116,240, with a net income surplus of £36,797 for the year. The trustees report that the charity is reliant on income from properties and investments, which amounted to £290,419, and note that they have established systems to manage risks related to grant-making and property holdings. The independent auditor confirmed that the use of the going concern basis of accounting is appropriate with no material uncertainties identified. Its FY2025 accounts were audited by Johnsons Chartered Accountants.
Charities like this
- THE IVATT AND PAMELA SMITH CHARITABLE TRUST
- THE LEN PICK TRUST
- THE COMMUNITY TRUST OF THE BLESSED VIRGIN MARY
- THE LIMBOURNE TRUST
- THE SMITH (HALTWHISTLE AND DISTRICT) CHARITABLE TRUST
- THE LOSELEY AND GUILDWAY CHARITABLE TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE LIONEL ABEL-SMITH TRUST | £290k | — | 0 | unclear | — | no doubt |
| THE IVATT AND PAMELA SMITH CHARITABLE TRUST | £44k | — | 0 | unclear | — | no doubt |
| THE LEN PICK TRUST | £191k | — | 0 | unclear | — | no doubt |
| THE COMMUNITY TRUST OF THE BLESSED VIRGIN MARY | £76k | — | 0 | unclear | — | no doubt |
| THE LIMBOURNE TRUST | £120k | — | 0 | unclear | — | no doubt |
| THE SMITH (HALTWHISTLE AND DISTRICT) CHARITABLE TRUST | £79k | — | 0 | above | — | no doubt |