Finance Score: -2

Governance Score: -1

Support Score: 1

Liabilities <10%: +3
Excess reserves: -5

Only 4 Trustees: -1

Grant maker support: +1

Overall GiG Score: -2

THE SAMWORTH FOUNDATION

This is a grant making charity, you can view its grants here

The Foundation has a strict policy of being proactive grant makers and does not respond to unsolicited applications.

Analysis by Giving is Great

Positives:

The charity has received modest backing from a grant maker
This charity has a robust balance sheet

Regulatory & Governance issues to consider:

There are only 4 trustees

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £57,894,760 available, equivalent to 127 months of spending and so may not be able to utilise additional funding

Established: 51 years

www.samworthfoundation.org.uk

admin@samworthfoundation.org.uk

01664414500

Charity Commission for England and Wales

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
05/04/23		£1,845	£5,479	£-3,634	£0	£57,895	£57,895	126.8	3
05/04/22		£516	£6,657	£-6,141	£0	£65,475	£65,475	118	2
05/04/21		£2,258	£4,783	£-2,525	£0	£70,911	£70,911	177.9	2
05/04/20		£777	£3,048	£-2,271	£0	£59,843	£59,843	235.6	2
05/04/19		£846	£2,370	£-1,524	£0	£65,212	£65,212	330.2	3
05/04/18		£708	£2,455	£-1,747	£0	£63,646	£63,646	311.1	3
05/04/17		£600	£2,540	£-1,940	£0	£67,020	£67,020	316.7	0
05/04/16		£45,689	£1,339	£44,350	£0	£61,507	£61,507	551.3	0
05/04/15		£2,632	£1,632	£999	£14	£17,950	£17,950	132	0
05/04/14		£1,690	£2,431	£-741	£15	£15,705	£15,705	77.5	0
05/04/13		£2,507	£1,108	£1,399	£13	£16,022	£16,012	173.3	0
05/04/12		£2,643	£811	£1,832	£12	£13,268	£13,255	196.2	0
05/04/11		£578	£994	£-416	£16	£11,377	£11,359	137.1	0
05/04/10		£6,048	£157	£5,891	£14	£11,265	£11,265	862.9	0
05/04/09		£2,514	£2,272	£242	£11	£4,149	£4,149	21.9	0
05/04/08		£3,906	£2,756	£1,150	£13	£5,084	£5,084	22.1	0
05/04/07		£1,237	£1,292	£-55	£12	£3,916	£3,886	36.1	0
05/04/06		£416	£564	£-148	£0	£0	£0	n/a	0
05/04/05		£395	£143	£252	£0	£0	£0	n/a	0
05/04/04	*	£1,843	£158	£1,685	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 1%
Liabilities/Income: 24%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 126.8 months
Net Current Assets/Spending: 1 months
Quick Ratio: 1.7

Asset Split ?

What it does

Education/Training
Environment/Conservation/Heritage
General Charitable Purposes
Overseas Aid/Famine Relief
The Prevention Or Relief Of Poverty

Who works here?

3 employees

Who it helps

Children/Young People
Other Charities Or Voluntary Bodies
Other Defined Groups

How it operates

Makes Grants to Organisations

Where it operates

Cameroon, Derbyshire, Kenya, Leicestershire, Nottinghamshire, Tanzania, Thailand, Throughout London, Uganda, Zimbabwe,

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
Calouste Gulbenkian Foundation, UK Branch - Samworth Foundation
£5,000	04/08/2020	To fund an initial climate engagement roundtable, hosted by Climate Outreach, with key high impact stakeholders who can drive and coordinate effective strategic communication to support public ....more To fund an initial climate engagement roundtable, hosted by Climate Outreach, with key high impact stakeholders who can drive and coordinate effective strategic communication to support public engagement on climate change.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (4)

Current Trustees appointed

Gender Split

BELINDA EMMA FAITH GORDON Appointed: 2022, Other trusteeship: WILLIAM ROBINSON GRAVETYE CHARITY,

DR DANIELA LLOYD-WILLIAMS Appointed: 2021

MARK SAMWORTH Appointed: 2019

SARAH-JANE KERR Appointed: 2022

Legal constitution

Charity registered in England & Wales on 04/06/1973, number: 265647

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment 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
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; AR04: 47 days late,

Main office

Samworth Foundation
Chetwode House
1 Samworth Way
Melton Mowbray
Leicestershire
LE13 1GA

Objectives

GENERAL CHARITABLE PURPOSES.

Defined Area of Benefit:

NOT DEFINED

Data Sources