Finance Score: -5

Governance Score: -1

Support Score: 0

Accounts filed more than 5 days late: -3 times
Multiple Deficits: -2
No PartB

No conflicts policy: -1

No supporters identified

Overall GiG Score: -6

THE HON A G SAMUEL CHARITABLE TRUST

The Trustees aim to distribute the net income each year in accordance with the terms of the Trust Deed.

Analysis by Giving is Great

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Accounts have been filed late on 3 occasions over the last 5 years and the current period appears to have been extended
On several occasions in recent years income has been less than spending

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/12/22		£24	£23	£2	n/a	n/a	n/a	n/a	n/a	3
31/12/21	*	£21	£24	£-4	n/a	n/a	n/a	n/a	n/a	3
31/12/20	*	£21	£23	£-2	n/a	n/a	n/a	n/a	n/a	4
31/12/19		£20	£23	£-3	n/a	n/a	n/a	n/a	n/a	0
31/12/18	*	£20	£21	£-1	£0	£0	£0	n/a	0	1
31/12/17		£20	£20	£0	£0	£0	£0	n/a	0	0
31/12/16		£20	£20	£0	£0	£0	£0	n/a	0	0
31/12/15		£20	£24	£-4	£0	£0	£0	n/a	0	0
31/12/14		£20	£22	£-2	£0	£0	£0	n/a	0	0
31/12/13		£20	£22	£-2	£0	£0	£0	n/a	0	0
31/12/12		£20	£20	£0	£0	£0	£0	n/a	0	0
31/12/11		£21	£19	£2	£0	£0	£0	n/a	0	0
31/12/10		£20	£37	£-17	£0	£0	£0	n/a	0	0
31/12/09		£15	£22	£-7	£0	£0	£0	n/a	0	0
31/12/08		£17	£20	£-3	£0	£0	£0	n/a	0	0
31/12/07		£18	£23	£-5	£0	£0	£0	n/a	0	0
31/12/06		£18	£24	£-6	£0	£0	£0	n/a	0	0
31/12/05		£16	£20	£-5	£0	£0	£0	n/a	0	0
31/12/04		£15	£32	£-17	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 22 years

claire@mellspark.com

02074020602

Charity Commission for England and Wales

Listed activities

Disability
The Advancement Of Health Or Saving Of Lives

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Organisations

Where it operates

Throughout England And Wales,

Who it helps

Children/Young People
Other Charities Or Voluntary Bodies
Other Defined Groups
People Of A Particular Ethnic Or Racial Origin
People With Disabilities

Who works here?

Unknown number of employees
3 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (4)

JACQUELINE EVE O'HALLORAN

LORD BEARSTED, Other trusteeship: THE M J SAMUEL CHARITABLE TRUST,

THE HON MICHAEL JOHN SAMUEL (Chair), Other trusteeships: THE PETER SAMUEL ROYAL FREE FUND, COL WILFRED HORATIO MICHOLLS DECEASED CHARITABLE TRUST FUND, PETER SAMUEL CHARITABLE TRUST, THE M J SAMUEL CHARITABLE TRUST, FULL FACT,

THE HON MRS JULIA ALINE SAMUEL, Other trusteeship: THE M J SAMUEL CHARITABLE TRUST,

Legal constitution

Charity registered in England & Wales on 07/02/2002, number: 1090481

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Investment

Filing Record

19 returns made; AR21: 92 days late, AR20: 16 days late, AR18: 131 days late,

Main office

THE HON A.G.SAMUEL CHARITABLE TRUST
MELLS PARK
MELLS
FROME
BA11 3QB

Objectives

THE OBJECTS OF THE TRUST ARE TO PROVIDE SUPPORT TO CHARITIES IN THE UNITED KINGDOM:-1. FOR THE DEAF, BLIND AND HANDICAPPED;2. FOR WIDOWS AND CHILDREN;3. FOR MEDICAL RESEARCH; AND4. FOR THE ENHAM TRUST (REGISTERED CHARITY NUMBER 211235)THE TRUSTEES MAY APPLY UP TO ONE HALF OF THE FUNDS AVAILABLE IN THE TRUST FROM TIME TO TIME FOR THE BENEFIT OF JEWISH CHARITIES IN THE UNITED KINGDOM IN THE CATEGORIES SET OUT IN CLAUSE 2.2.THE TRUSTEES MAY APPLY UP TO ONE HALF OF THE FUNDS IN THE TRUST FROM TIME TO TIME FOR THE BENEFIT OF OTHER CHARITIES IN THE UNITED KINGDOM IN THE CATEGORIES SET OUT IN CLAUSE 2.2.

Defined Area of Benefit:

NATIONAL

Data Sources