THE SAMUEL WALLACE SMEDLEY CHARITABLE TRUST

Charity number: 247231
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The relief, either generally or individually, of elderly and or disabled persons who are in conditions of need, hardship or distress.

Income and expenditure

Data for financial year ending 05 April 2024

Total income: £220,583
Total expenditure: £165,746

People

5 Trustee(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

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:
  • Accommodation/housing
  • Economic/community Development/employment
Who the charity helps:
  • Elderly/old People
  • People With Disabilities
How the charity helps:
  • Makes Grants To Organisations
  • Provides Buildings/facilities/open Space
Where the charity operates:
  • Cambridgeshire
  • Warwickshire

Governance

Registration history:
  • 07 April 1966: Standard registration
Organisation type:
Other
Other names:
  • S W SMEDLEY CHARITABLE TRUST (Working name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • 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 vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses 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

5 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
IAN WALLACE SMEDLEY Chair 13 November 2019
None on record
Robert John Booty Trustee 11 June 2014
THE BARBER HOLT CHARITY
Received: On time
ELIZABETH CHRISTINE MORRIS Trustee 26 November 2012
WISBECH EDUCATIONAL FOUNDATION
Received: On time
CLARE FRANCES SMEDLEY Trustee
None on record
DAVID DANIEL SALMON Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 05/04/2020 05/04/2021 05/04/2022 05/04/2023 05/04/2024
Total gross income £190.32k £184.46k £225.04k £201.17k £220.58k
Total expenditure £103.77k £125.79k £167.27k £122.53k £165.75k
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 05 April 2024 16 December 2024 On Time
Accounts and TAR 05 April 2024 16 December 2024 On Time Download Open in new window
Annual return 05 April 2023 15 May 2024 100 days late
Accounts and TAR 05 April 2023 15 May 2024 100 days late Download Open in new window
Annual return 05 April 2022 16 September 2022 On Time
Accounts and TAR 05 April 2022 16 September 2022 On Time Download Open in new window
Annual return 05 April 2021 26 January 2022 On Time
Accounts and TAR 05 April 2021 26 January 2022 On Time Download Open in new window
Annual return 05 April 2020 05 February 2021 On Time
Accounts and TAR 05 April 2020 17 February 2021 12 days late 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 DATED 23 APRIL 1998 AS AFFECTED BY A SCHEME DATED 4 JULY 2001.

Charitable objects

THE RELIEF, EITHER GENERALLY OR INDIVIDUALLY, OF ELDERLY AND/OR DISABLED PERSONS WHO ARE IN CONDITIONS OF NEED, HARDSHIP OR DISTRESS BY MAKING GRANTS OF MONEY OR PROVIDING OR PAYING FOR ACCOMMODATION, ITEMS, SERVICES OR FACILITIES CALCULATED TO REDUCE THE NEED, HARDSHIP OR DISTRESS OF SUCH PERSONS.

Area of benefit

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

NOT DEFINED

Contact information

Address:
1a Lewis Road
Radford Semele
Leamington Spa
CV31 1UB
Phone:
01926423315
Email:
No information available
Website:

No information available