Finance Score: -1

Governance Score: 1

Support Score: 0

Accounts filed more than 5 days late: -2 times
Strong growth: +2
Volatile income
spending growth: -1
No PartB

No volunteer policy: -2
Gender balanced board: +3

Large volunteers +5

Overall GiG Score: 5

THE SAMATHA TRUST

Founded in 1973, The Samatha Trust is a Charitable Incorporated Organisation which fosters practice and study in the Samatha-Vipassana tradition.The Samatha Trust offered local weekly classes and residential meditation courses before the current restrictions but currently offers online meditation classes and meetings. We will offer face to face classes and courses when the situation allows.

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
There has been strong growth in spending since inception
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management 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 2 occasions over the last 5 years and the current period appears to have been extended
Income has been volatile recently but spending has been maintained

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income	Spending	Surplus/ Deficit	Volun- teers
05/04/23		£101,346	£104,090	£-2,744	112
05/04/22	*	£367,668	£103,166	£264,502	118
05/04/21		£143,516	£90,965	£52,551	75
05/04/20		£0	£0	£0	71
05/04/19	*	£0	£0	£0	71

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 6 years

www.samatha.org

info@samatha.org

07515746590

Charity Commission for England and Wales

Tweets

Listed activities

Religious Activities

GiG Classification

Poverty relief

How it operates

Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides services

Where it operates

Throughout England,

Who it helps

The General Public/Mankind

Who works here?

Unknown number of employees
112 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

Based on 10/11 persons

CHRIS GILCHRIST (Chair) Appointed: 1973

ANGELINE WOODS Appointed: 2016

CHARLES SHAW Appointed: 1974

DEBORAH RAIKES Appointed: 2016

DR CHARLES KING Appointed: 2016

DR MARK ANTONY ROWLANDS Appointed: 2023

DR PAUL DENNISON Appointed: 1973

FRANCES WARREN Appointed: 2014

ROBERT ADKINS Appointed: 2001

SUSAN STEELE Appointed: 2017

PROFESSOR JOHN ELSNER Appointed: 2001, Other trusteeship: CORPUS CHRISTI COLLEGE OXFORD,

Legal constitution

Charity registered in England & Wales on 10/09/2018, number: 1179867

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Engaging external speakers at charity events policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Investing charity funds policy and procedures
Investment
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

Filing Record

5 returns made; AR22: 67 days late, AR19: 358 days late,

Recent reorganisation events:

Asset transfer in from THE SAMATHA TRUST on 17/01/2022

Main office

41 YEW TREE LANE
POYNTON
STOCKPORT
SK12 1PT

Objectives

THE ADVANCEMENT OF THE BUDDHIST RELIGION.

Data Sources