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home >> charity search >> the samworth foundation
Finance Score: -2
Governance Score: 1
Support Score: 1
  • Liabilities <10%: +3
  • Excess reserves: -5
  • Only 3 Trustees: -2
  • Gender balanced board: +3
  • Overall weighted support: +1
Overall GiG Score: 0 ?

THE SAMWORTH FOUNDATION

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:

  • Why are there only 3 trustees?

Financial issues to consider:

  • This charity has substantial assets and unrestricted reserves of £63,284,156 available, equivalent to 204 months of spending and so may not be able to utilise additional funding
Find similar charities within: miles

Financial Data ?

Income & Spending ?
Sources of Income ?
Y/E Income
£k		 Spending
£k		 Surplus/
Deficit £k		 Fundraising
Cost £k		 Total
Funds £k		 Unrestricted
Funds £k		 Mths
Rsrvs		 Staff Volun-
teers
05/04/24£1,888£3,719£-1,831£0£63,284£63,284204.230
05/04/23£1,845£5,479£-3,634£0£57,895£57,895126.830
05/04/22£516£6,657£-6,141£0£65,475£65,47511820
05/04/21£2,258£4,783£-2,525£0£70,911£70,911177.920
05/04/20?£777£3,048£-2,271£0£59,843£59,843235.620
05/04/18£708£2,455£-1,747£0£63,646£63,646311.130
05/04/17£600£2,540£-1,940£0£67,020£67,020316.700
05/04/16£45,689£1,339£44,350£0£61,507£61,507551.300
05/04/15£2,632£1,632£999£14£17,950£17,95013200
05/04/14£1,690£2,431£-741£15£15,705£15,70577.500
05/04/13£2,507£1,108£1,399£13£16,022£16,012173.300
05/04/12£2,643£811£1,832£12£13,268£13,255196.200
05/04/11£578£994£-416£16£11,377£11,359137.100
05/04/10£6,048£157£5,891£14£11,265£11,265862.900
05/04/09£2,514£2,272£242£11£4,149£4,14921.900
05/04/08£3,906£2,756£1,150£13£5,084£5,08422.100
05/04/07£1,237£1,292£-55£12£3,916£3,88636.100
05/04/06£416£564£-148n/an/an/an/an/an/a
05/04/05£395£143£252n/an/an/an/an/an/a
05/04/04*£1,843£158£1,685n/an/an/an/an/an/a
Show more rows -->

Download accounts
Financial Ratios
Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 2%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 0%
Liabilities/Income: 11%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 204.2 months
Net Current Assets/Spending: 1 months
Quick Ratio: 2.8
Asset Split ?
Balance Sheet History
Established: 52 years

www.samworthfoundation.org.uk

admin@samworthfoundation.org.uk

01664414500

Charity Commission for England and Wales
UN SDGs
?
Listed activities
  • Education/Training
  • Environment/Conservation/Heritage
  • General Charitable Purposes
  • Overseas Aid/Famine Relief
  • The Prevention Or Relief Of Poverty
GiG Classification
  • Grant-making foundations
How it operates
  • Makes grants to organisations
Where it operates
  • Cameroon, Derbyshire, Kenya, Leicestershire, Nottinghamshire, Tanzania, Thailand, Throughout London, Uganda, Zimbabwe,
Who it helps
  • Children/Young People
  • Other Charities Or Voluntary Bodies
  • Other Defined Groups

Who supports them? ?

Donations from Grant Makers ?

We have details on the following 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 engagement on climate change.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (3)
Current Trustees appointed
Gender Split

  • BELINDA GORDON Appointed: 2022
  • DR DANIELA LLOYD-WILLIAMS Appointed: 2021
  • MARK SAMWORTH Appointed: 2019
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
  • Social media 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

Charity Commission for England and Wales
360 Giving

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