Finance Score: 0

Governance Score: 3

Support Score: 0

Strong growth: +2
Deficit latest year: -2
No PartB

Gender balanced board: +3

No supporters identified

Overall GiG Score: 3

SAMUEL WILSON'S LOAN CHARITY

BENEFIT YOUNG PERSONS RECENTLY SET UP IN BUSINESS BY GRANTING LOANS AT A LOW RATE OF INTEREST.

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of gender

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Income was significantly lower than spending in the latest year

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
31/03/23		£145	£201	£-56	n/a	n/a	n/a	n/a	n/a
31/03/22		£135	£4	£131	n/a	n/a	n/a	n/a	n/a
31/03/21		£105	£32	£73	n/a	n/a	n/a	n/a	n/a
31/03/20		£84	£22	£62	n/a	n/a	n/a	n/a	n/a
31/03/19		£83	£16	£67	n/a	n/a	n/a	n/a	n/a
31/03/18		£73	£11	£62	£0	£0	£0	n/a	0
31/03/17		£77	£5	£72	£0	£0	£0	n/a	0
31/03/16		£72	£5	£68	£0	£0	£0	n/a	0
31/03/15		£74	£42	£31	£0	£0	£0	n/a	0
31/03/14		£75	£14	£61	£0	£0	£0	n/a	0
31/03/13		£54	£14	£41	£0	£0	£0	n/a	0
31/03/12		£51	£16	£35	£0	£0	£0	n/a	0
31/03/11		£52	£4	£48	£0	£0	£0	n/a	0
31/03/10		£52	£4	£48	£0	£0	£0	n/a	0
31/03/09		£58	£4	£54	£0	£0	£0	n/a	0
31/03/08		£66	£4	£62	£0	£0	£0	n/a	0
31/03/07		£58	£4	£54	£0	£0	£0	n/a	0
31/03/06		£34	£21	£13	£0	£0	£0	n/a	0
31/03/05	*	£29	£20	£9	£0	£0	£0	n/a	0
31/03/04	*	£30	£22	£9	£0	£0	£0	n/a	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 62 years

www.cityoflondon.gov.uk

SWLT.Submissions@cityoflondon.gov.uk

02073321350

Charity Commission for England and Wales

Tweets

Listed activities

Other Charitable Purposes

GiG Classification

Poverty relief

How it operates

Makes Grants to Individuals

Where it operates

Buckinghamshire, East Sussex, Essex, Hertfordshire, Kent, Surrey, Throughout London, West Sussex,

Who it helps

Children/Young People

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

ALDERMAN ALISON GOWMAN Appointed: 2017

ALDERMAN PREM GOYAL Appointed: 2018

ALDERMAN ROBERT CHARLES HUGHES-PENNEY Appointed: 2018

CAROLINE AL-BEYERTY Appointed: 2021

ALASTAIR KING Appointed: 2017, Other trusteeships: THE METROPOLITAN DRINKING FOUNTAIN AND CATTLE TROUGH ASSOCIATION, PATHAK CHARITABLE FOUNDATION, COMMON EARTH,

VINCENT KEAVENY Appointed: 2016, Other trusteeships: ACTORS TOURING COMPANY (LONDON) LIMITED, EXAUDI,

Legal constitution

Charity registered in England & Wales on 22/09/1962, number: 206964

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Financial Conduct Authority

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Engaging external speakers at charity events policy and procedures
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
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

20 returns made; AR05: 15 days late, AR04: 1 days late,

Recent reorganisation events:

Asset transfer in from THOMAS ARNEWAY'S LOAN CHARITY on 24/05/2022

Main office

CHAMBER OF LONDON
PO BOX 270
GUILDHALL
LONDON
EC2P 2EJ

Objectives

THE OBJECT OF THE CHARITY IS THE RELIEF OF YOUNG PEOPLE IN NEED BY REASON OF ILL-HEALTH, DISABILITY, FINANCIAL HARDSHIP OR OTHER DISADVANTAGE FOR THE PUBLIC BENEFIT BY;A) THE PROVISION OF LOANS TO INDIVIDUALS, PARTNERSHIPS AND COMPANIES PREPARING FOR OR ENGAGED IN ANY TRADE, MANUFACTURE, BUSINESS OR PROFESSION IN THE AREA COMPRISING GREATER LONDON AND THE COUNTIES OF BUCKINGHAMSHIRE, ESSEX, HERTFORDSHIRE, KENT, SURREY, EAST SUSSEX AND WEST SUSSEX; B) INVESTING IN SHARES OF COMPANIES PREPARING FOR OR ENGAGED IN ANY TRADE, MANUFACTURE, BUSINESS OR PROFESSION IN THE AREA COMPRISING GREATER LONDON AND THE COUNTIES OF BUCKINGHAMSHIRE, ESSEX, HERTFORDSHIRE, KENT, SURREY, EAST SUSSEX AND WEST SUSSEX.

Defined Area of Benefit:

SEE OBJECTS

Data Sources