Finance Score: -2

Governance Score: 3

Support Score: 0

Deficit latest year: -2
No PartB

Dynamic board: +3

No supporters identified

Overall GiG Score: 1

ALDERMAN SAMUEL WILSON FUND

The charity's main activity is the making of grants to young people for educational purposes, principally through bursaries to selected educational institutions with a close connection to the City of London.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
The Board appears to be dynamic in terms of composition

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

Established: 17 years

02076063030

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
31/05/23		£3	£5	£-2	n/a	n/a	n/a	n/a	n/a
31/05/22		£3	£0	£3	n/a	n/a	n/a	n/a	n/a
31/05/21		£3	£3	£0	n/a	n/a	n/a	n/a	n/a
31/05/20	*	£3	£3	£0	n/a	n/a	n/a	n/a	n/a
31/05/19		£3	£3	£0	n/a	n/a	n/a	n/a	n/a
31/05/18	*	£2	£2	£-1	£0	£0	£0	n/a	0
31/05/17	*	£10	£5	£5	£0	£0	£0	n/a	0
31/05/16		£3	£2	£1	£0	£0	£0	n/a	0
31/05/15		£4	£5	£-1	£0	£0	£0	n/a	0
31/05/14		£3	£3	£0	£0	£0	£0	n/a	0
31/05/13		£4	£5	£-1	£0	£0	£0	n/a	0
31/05/12		£4	£4	£0	£0	£0	£0	n/a	0
31/05/11		£4	£3	£1	£0	£0	£0	n/a	0
31/05/10		£3	£4	£-1	£0	£0	£0	n/a	0
31/05/09		£3	£1	£2	£0	£0	£0	n/a	0
31/05/08		£3	£0	£3	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Listed activities

Education/Training
General Charitable Purposes

How it operates

Makes Grants to Organisations

Where it operates

City Of London,

Who it helps

Children/Young People
Other Charities Or Voluntary Bodies

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (6)

Current Trustees appointed

ALAN ROBERT BIRD MA CANTAB Appointed: 2018, Other trusteeship: THE CASTLE BAYNARD EDUCATIONAL FOUNDATION,

CHRISTOPHER PHILIP ROBINSON Appointed: 2016, Other trusteeship: THE CASTLE BAYNARD EDUCATIONAL FOUNDATION,

GRAHAM DAVID PACKHAM Appointed: 2022, Other trusteeships: THE CASTLE BAYNARD EDUCATIONAL FOUNDATION, THE GUILDHALL SCHOOL TRUST,

HENRIKA JOHANNA SOFIA PRIEST CC Appointed: 2022, Other trusteeship: THE CASTLE BAYNARD EDUCATIONAL FOUNDATION,

JOHN DAVID MACLEOD GRIFFITHS Appointed: 2022, Other trusteeships: THE CASTLE BAYNARD EDUCATIONAL FOUNDATION, THE HONOURABLE THE IRISH SOCIETY,

THE VENERABLE LUKE JONATHAN MILLER MA Appointed: 2016, Other trusteeships: THE LONDON DIOCESAN FUND, THE REVEREND DOCTOR GEORGE RICHARDS' CHARITY FOR POOR CLERGYMEN, BISHOP OF LONDON'S FUND, THE LONDON DIOCESAN BOARD OF FINANCE, THE CHURCH OF ENGLAND CLERGY STIPEND TRUST, THE CASTLE BAYNARD EDUCATIONAL FOUNDATION, THE ARCHBISHOPS' COUNCIL, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST ANDREW BY THE WARDROBE, LONDON, STATIONERS' HALL CHARITY,

Legal constitution

Charity registered in England & Wales on 10/01/2007, number: 1117548

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Investment
Risk management

Filing Record

16 returns made; AR20: 255 days late, AR18: 116 days late, AR17: 17 days late,

Main office

Members' Room
PO Box 270
Guildhall
EC2P 2EJ

Objectives

THE TRUSTEES SHALL APPLY THE CLEAR INCOME OF THE CHARITY IN FURTHERING SUCH CHARITABLE PURPOSES AS THEY THINK FIT WITH A PREFERENCE FOR CHARITABLE PURPOSES IN THE CITY OF LONDON OR IN THE FORMER COUNTY OF MIDDLESEX AND IN PARTICULAR THE TRUSTEES MAY APPLY SUCH INCOME IN THE PROMOTION OF EDUCATION OF CHILDREN AND YOUNG PERSONS WHO ARE IN NEED OF FINANCIAL ASSISTANCE AND WHO OR WHOSE PARENTS ARE OR FORMERLY WERE RESIDENT OR EMPLOYED IN THE CASTLE BAYNARD WARD OF THE CITY OF LONDON.

Defined Area of Benefit:

LONDON/MIDDLESEX

Data Sources