SAMLESBURY HALL TRUST

Registered charity 526052 · accounts filings on the Charity Commission register · also known as SAMLESBURY HALL AND GROUNDS, SAMLESBURY HALL TRUSTS

Grade 1 listed manor house and grounds open to public and visitors.

Causes: Environment/conservation/heritage · website · Get email alerts

Latest income

£316k

Latest spending

£247k

Registered

1963

Accounts read

FY2024

Financial health, per its FY2024 accounts

The accounts state that the group made a surplus of £230,827 in 2024, reversing a previous deficit. However, the charity's free unrestricted reserves are in a deficit of £135,487, which is below the trustees' stated policy target of £232,000.

Automated summary of the FY2024 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Reserves policy: three to six months operating expenses, estimated at £232,000 (held: £-135k)

“To keep on hand a minimum of three to six months operating expenses which could allow us to continue to maintain Samlesbury Hall during that period even in the event of a total loss of income. The trustees estimate this figure to be £232,000.” — page 5

Per its FY2024 accounts as filed with the Charity Commission.

Accounts audited by MHA. Discloses 5 of 6 completeness components.

Structured financials (annual return, FY ending 31/12/2023)

Total income

£1.5m

Total spending

£1.6m

Cost of raising funds

£1.3m

Reserves (reported)

£1.3m

Employees

Reported reserves equal ~9.6 months of spending — above the median for charities its size (median 7.0 months; benchmarks).

Per its annual return, largest income source: Other trading activities (90% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 90.5% of total income — above the 90th percentile for charities its size (median 2.9%) (benchmarks).

Trustees · trustee networks

Jacqueline Adamschair · trustee of 1 other charity
Catherine Mallord
DUNCAN ISHERWOOD
GREGORY TURNER · trustee of 1 other charity
Jason Karl
Jennifer Clough
LILLIAN CROSTON · trustee of 2 other charities
Ronald Ashton

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

Operates in: Cheshire West & Chester · Cumbria · Lancashire

Income and spending

Financial year end	Income	Spending
31/12/2024	£316k	£247k
31/12/2023	£1.5m	£1.6m
31/12/2022	£1.8m	£1.5m
31/12/2021	£1.2m	£1.3m
31/12/2020	£777k	£957k

Common questions

Is SAMLESBURY HALL TRUST financially healthy?

Per its FY2024 accounts: The accounts state that the group made a surplus of £230,827 in 2024, reversing a previous deficit. However, the charity's free unrestricted reserves are in a deficit of £135,487, which is below the trustees' stated policy target of £232,000. Its FY2024 accounts were audited by MHA.

Who funds SAMLESBURY HALL TRUST?

Funders whose own accounts filings name SAMLESBURY HALL TRUST as a grant recipient include ROYAL SOCIETY OF WILDLIFE TRUSTS.

Known funders

Grants to this charity found in funders’ own accounts filings.

Funder	Year	Amount	Purpose (as stated by the funder)
ROYAL SOCIETY OF WILDLIFE TRUSTS	FY2024	£0	Biffa Award Grants

Government & lottery funding

Grants to this charity published as open data by government and lottery funders (360Giving).

Funder	Date	Amount	Purpose
The National Lottery Heritage Fund	11/02/1997	£38k	"Samlesbury Hall,Lancashire - Restoration"

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
THE BANISTER CHARITABLE TRUST	1	£588k
THE HEADLEY TRUST	1	£150k
THE FOYLE FOUNDATION	1	£100k
JOHN SWIRE 1989 CHARITABLE TRUST	1	£51k
THE STEVENSON FAMILY'S CHARITABLE TRUST	1	£35k
THE HOBSON CHARITY LIMITED	1	£10k
COMMUNITY FOUNDATION FOR CALDERDALE	1	£7k
THE CHARLES LITTLEWOOD HILL TRUST	1	£5k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with SARUM HALL SCHOOL TRUST LIMITED.

SARUM HALL SCHOOL TRUST LIMITED income £4.0m
SALISBURY TRUST FOR THE HOMELESS LTD income £406k
THE PIECE HALL TRUST income £5.2m
BURTON AGNES HALL PRESERVATION TRUST LIMITED income £762k
THE SALISBURY AND SOUTH WILTSHIRE MUSEUM TRUST income £1.8m
West Horsley Place Trust income £1.2m

Side by side with its peers

Charity	Income	Top pay band	Staff >£60k	Reserves vs policy	Fundraising cost	Going concern
SAMLESBURY HALL TRUST	£316k	—	0	unclear	—	no doubt
SARUM HALL SCHOOL TRUST LIMITED FY2025	£4.0m	—	—	above	—	no doubt
SALISBURY TRUST FOR THE HOMELESS LTD FY2025	£406k	—	0	above	—	no doubt
THE PIECE HALL TRUST FY2025	£5.2m	£100,001 - £110,000	—	unclear	—	no doubt
BURTON AGNES HALL PRESERVATION TRUST LIMITED FY2025	£762k	—	0	above	—	no doubt
THE SALISBURY AND SOUTH WILTSHIRE MUSEUM TRUST FY2024	£1.8m	—	0	unclear	—	no doubt

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