SIR SAMUEL MICO'S CHARITIES

Charity number: 202629
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

the advancement of young people in life within the borough of weymouth & portland

Income and expenditure

Data for financial year ending 31 December 2024

Total income: £63,086
Total expenditure: £56,253

People

9 Trustee(s)

Employees with total benefits over £60,000

No information available

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

Main way of carrying out purposes is grant making
What the charity does:
  • Education/training
Who the charity helps:
  • Children/young People
How the charity helps:
  • Makes Grants To Individuals
Where the charity operates:
  • Dorset

Governance

Registration history:
  • 04 April 1962: Standard registration
Organisation type:
Other
Other names:
  • SIR SAMUEL MICO CHARITY - ADVANCEMENT IN LIFE (Working name)
  • SIR SAMUEL MICO CHARITY - OSMINGTON ESTATE (Working name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Investment
  • Risk management
  • Safeguarding policy and procedures
Land and property:
This charity owns and/or leases land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

9 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Gary Richard Hepburn Chair
WEYMOUTH AND PORTLAND DISTRICT SCOUT COUNCIL
Received: On time
SIR HENRY EDWARDS' CHARITIES
Received: On time
LIFE EDUCATION WESSEX
Received: On time
THE MARGARET CHAMBERLAINE INSTITUTE
Received: On time
SANDERSON-WELLS CONFIDENTIAL ASSISTANCE FUND
Received: On time
THE WYKE REGIS AID IN SICKNESS FUND
Received: On time
Matthew Daniel Stickley Trustee 27 October 2025
SIR HENRY EDWARDS' CHARITIES
Received: On time
SANDERSON-WELLS CONFIDENTIAL ASSISTANCE FUND
Received: On time
Dr Eleanor Stafford Trustee 12 October 2025
SIR HENRY EDWARDS' CHARITIES
Received: On time
SANDERSON-WELLS CONFIDENTIAL ASSISTANCE FUND
Received: On time
James Anthony Lees Trustee 08 October 2025
SANDERSON-WELLS CONFIDENTIAL ASSISTANCE FUND
Received: On time
SIR HENRY EDWARDS' CHARITIES
Received: On time
David James Swann Trustee 05 August 2025
SIR HENRY EDWARDS' CHARITIES
Received: On time
SANDERSON-WELLS CONFIDENTIAL ASSISTANCE FUND
Received: On time
Sharon Jane Harrison Trustee 24 July 2024
SIR HENRY EDWARDS' CHARITIES
Received: On time
SANDERSON-WELLS CONFIDENTIAL ASSISTANCE FUND
Received: On time
Paul Hastings Bancroft Trustee 24 January 2024
SIR HENRY EDWARDS' CHARITIES
Received: On time
SANDERSON-WELLS CONFIDENTIAL ASSISTANCE FUND
Received: On time
Kevin Gary Vincent Trustee 24 May 2022
SIR HENRY EDWARDS' CHARITIES
Received: On time
Matthew Duggan Trustee 11 February 2020
None on record

Financial history

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Financial period end date

Income / Expenditure 31/12/2020 31/12/2021 31/12/2022 31/12/2023 31/12/2024
Total gross income £52.96k £55.45k £59.75k £61.21k £63.09k
Total expenditure £38.32k £31.35k £52.39k £47.89k £56.25k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A N/A

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 December 2024 28 October 2025 On time
Accounts and TAR 31 December 2024 28 October 2025 On time Download Open in new window
Annual return 31 December 2023 21 October 2024 On time
Accounts and TAR 31 December 2023 21 October 2024 On time Download Open in new window
Annual return 31 December 2022 30 October 2023 On time
Accounts and TAR 31 December 2022 30 October 2023 On time Download Open in new window
Annual return 31 December 2021 28 September 2022 On time
Accounts and TAR 31 December 2021 28 September 2022 On time Download Open in new window
Annual return 31 December 2020 20 October 2021 On time
Accounts and TAR 31 December 2020 20 October 2021 On time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

SEE INDIVIDUAL CONSTITUENTS

Charitable objects

SEE INDIVIDUAL CONSTITUENTS

Area of benefit

The area the charity can operate in, as set out in its governing document.

FORMER BOROUGH WEYMOUTH AND MELCOMBE REGIS AT 31/03/1974

Linked charities

Linked charities
Linked charity 202629-2 SIR SAMUEL MICO FOR ADVANCEMENT IN LIFE CHARITY
Governing document
SCHEME OF 7 JUNE 1985
Charitable objects
1)TO ASSIST PERSONS WHO HAVE NOT ATTAINED THE AGE OF 25 YEARS RESIDENT IN THE AREA OF BENEFIT WHO ARE IN NEED OF FINANCIAL ASSISTANCE AND WHO ARE PREPARING FOR, ENTERING UPON OR ENGAGED IN ANY PROFESSION, TRADE, OCCUPATION, OR SERVICE, BY PROVIDING THEM WITH OUTFITS, OR BY PAYING FEES, TRAVELLING OR MAINTENANCE EXPENSES, OR BY SUCH OTHER MEANS FOR THEIR ADVANCEMENT IN LIFE AS THE TRUSTEES THINK FIT 2)IN OTHERWISE PROMOTING THE EDUCATION (INCLUDING SOCIAL AND PHYSICAL TRAINING OF SUCH PERSONS
Area of benefit
FORMER BOROUGH OF WEYCOMBE AND MELTON REGIS AT 31/03/1974
Registration history
  • 04 April 1962 : Standard registration

Contact information

Address:
Edwards & Keeping
Unity Chambers
34 High East Street
Dorchester
DT1 1HA
Phone:
01305251333
Email:
howardjones@edwardsandkeeping.co.uk
Website:

www.weymouthtowncharities.org.uk Open in new window