SAMUEL WILSON'S LOAN CHARITY

Charity number: 206964
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

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

Income and expenditure

Data for financial year ending 31 March 2025

Total income: £89,588
Total expenditure: £241,902

People

6 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

What the charity does:
  • Other Charitable Purposes
Who the charity helps:
  • Children/young People
How the charity helps:
  • Makes Grants To Individuals
Where the charity operates:
  • Buckinghamshire
  • East Sussex
  • Essex
  • Hertfordshire
  • Kent
  • Surrey
  • West Sussex
  • Throughout London

Governance

Registration history:
  • 22 September 1962: Standard registration
  • 24 May 2022: Funds received from 1171764 THOMAS ARNEWAY'S LOAN CHARITY
Organisation type:
Other
Other names:
  • SAMUEL WILSON'S LOAN TRUST (Working name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • 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
Land and property:
This charity does not own and/or lease 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

6 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Alderman Christopher Kevin Makin Trustee 16 September 2025
None on record
caroline AL-BEYERTY Trustee 03 June 2021
None on record
ALDERMAN ROBERT CHARLES HUGHES-PENNEY Trustee 16 September 2018
None on record
ALDERMAN ALISON GOWMAN Trustee 08 August 2017
None on record
Alastair King Trustee 17 February 2017
THE METROPOLITAN DRINKING FOUNTAIN AND CATTLE TROUGH ASSOCIATION
Received: On time
PATHAK CHARITABLE FOUNDATION
Received: On time
VINCENT KEAVENY Trustee 01 November 2016
EXAUDI
Received: On time

Financial history

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Financial period end date

Income / Expenditure 31/03/2021 31/03/2022 31/03/2023 31/03/2024 31/03/2025
Total gross income £104.55k £135.31k £145.02k £90.14k £89.59k
Total expenditure £31.61k £4.08k £200.75k £151.22k £241.90k
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 March 2025 29 January 2026 On time
Accounts and TAR 31 March 2025 29 January 2026 On time Download Open in new window
Annual return 31 March 2024 30 January 2025 On time
Accounts and TAR 31 March 2024 30 January 2025 On time Download Open in new window
Annual return 31 March 2023 31 January 2024 On time
Accounts and TAR 31 March 2023 31 January 2024 On time Download Open in new window
Annual return 31 March 2022 31 January 2023 On time
Accounts and TAR 31 March 2022 31 January 2023 On time Download Open in new window
Annual return 31 March 2021 11 January 2022 On time
Accounts and TAR 31 March 2021 11 January 2022 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.

SCHEME OF 10TH MARCH 1986 AS AMENDED BY SCHEMES DATED 7 FEBRUARY 1998 AND 4 MARCH 2011 AND AN ORDER DATED 30 NOVEMBER 2005. as amended on 13 Jan 2023

Charitable objects

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.

Area of benefit

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

SEE OBJECTS

Contact information

Address:
CHAMBER OF LONDON
PO BOX 270
GUILDHALL
LONDON
EC2P 2EJ
Phone:
02073321350
Email:
SWLT.Submissions@cityoflondon.gov.uk
Website:

www.cityoflondon.gov.uk Open in new window