THE SIR SIMON MILTON FOUNDATION

Charity number: 1174405
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The overriding aim of the charity is to continue delivering Sir Simon's vision of a caring City of Westminster that offers opportunity for all. The charity is focused on two key strands of work, primarily in Westminster, supporting: younger people, particularly in education and training; and older people in need, especially those who are lonely or socially isolated.

Income and expenditure

Data for financial year ending 31 December 2024

Total income: £119,349
Total expenditure: £216,268

People

8 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
  • Disability
  • Economic/community Development/employment
  • Other Charitable Purposes
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
  • Provides Other Finance
  • Other Charitable Activities
Where the charity operates:
  • City Of Westminster
  • Northern Ireland
  • Scotland

Governance

Registration history:
  • 29 August 2017: CIO registration
  • 13 May 2018: Funds received from 1149166 THE SIR SIMON MILTON FOUNDATION
Organisation type:
CIO
Other names:

No other names

Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Complaints policy and procedures
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investment
  • Risk management
  • Safeguarding policy and procedures
  • Serious incident reporting 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

8 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
David Shaw OBE Chair 27 March 2023
ORPHEUS SINFONIA FOUNDATION
Received: On time
Alexandra Horner Trustee 09 April 2024
QUEEN'S COLLEGE
Received: On time
Sally Angel Trustee 09 April 2024
None on record
Timothy Cohen Trustee 18 March 2024
None on record
Susan Hantman Trustee 06 December 2023
None on record
Anne Caroline Walker Trustee 19 September 2018
None on record
ROBERT JONATHAN DAVIS MBE DL Trustee 13 June 2012
None on record
LISA MILTON Trustee 13 June 2012
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 £130.86k £70.04k £168.21k £99.17k £119.35k
Total expenditure £439.69k £257.53k £306.18k £310.74k £216.27k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants £32.76k 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 29 April 2025 On Time
Accounts and TAR 31 December 2024 29 April 2025 On Time Download Open in new window
Annual return 31 December 2023 23 April 2024 On Time
Accounts and TAR 31 December 2023 23 April 2024 On Time Download Open in new window
Annual return 31 December 2022 05 June 2023 On Time
Accounts and TAR 31 December 2022 05 June 2023 On Time Download Open in new window
Annual return 31 December 2021 01 July 2022 On Time
Accounts and TAR 31 December 2021 01 July 2022 On Time Download Open in new window
Annual return 31 December 2020 13 May 2021 On Time
Accounts and TAR 31 December 2020 13 May 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.

CIO - FOUNDATION Registered 29 Aug 2017

Charitable objects

THE OBJECTS OF THE CLO ARE: 3.1 TO PROMOTE SOCIAL INCLUSION FOR THE PUBLIC BENEFIT BY RELIEVING THE NEEDS OF PEOPLE, INCLUDING OLDER PEOPLE, PARTICULARLY BUT NOT EXCLUSIVELY IN THE CITY OF WESTMINSTER, WHO ARE EXCLUDED FROM SOCIETY OR PARTS OF SOCIETY, AS A RESULT OF FINANCIAL HARDSHIP, LONELINESS, SICKNESS AND POOR HEALTH. 3.2 TO ACT AS A RESOURCE FOR YOUNG PEOPLE LIVING IN THE BOROUGHS OF GREATER LONDON, IN PARTICULAR IN THE CITY OF WESTMINSTER, BY PROVIDING ADVICE AND ASSISTANCE AND ORGANISING PROGRAMMES OF PHYSICAL, EDUCATIONAL AND OTHER ACTIVITIES AS A MEANS OF: (A) ADVANCING IN LIFE AND HELPING YOUNG PEOPLE BY DEVELOPING THEIR SKILLS, CAPACITIES AND CAPABILITIES TO ENABLE THEM TO PARTICIPATE IN SOCIETY AS INDEPENDENT, MATURE AND RESPONSIBLE INDIVIDUALS, INCLUDING PREPARING THEM FOR ENTRY TO ANY OCCUPATION, TRADE OR PROFESSION; (B) ADVANCING EDUCATION; (C) RELIEVING UNEMPLOYMENT; AND (D) PROVIDING RECREATIONAL AND LEISURE TIME ACTIVITY IN THE INTERESTS OF SOCIAL WELFARE FOR PEOPLE LIVING IN THE AREA OF BENEFIT WHO HAVE NEED BY REASON OF THEIR YOUTH, AGE, INFIRMITY OR DISABILITY, POVERTY OR SOCIAL AND ECONOMIC CIRCUMSTANCES WITH A VIEW TO IMPROVING THE CONDITIONS OF LIFE OF SUCH PERSONS. NOTHING IN THIS CONSTITUTION SHALL AUTHORISE AN APPLICATION OF THE PROPERTY OF THE CID FOR THE PURPOSES WHICH ARE NOT CHARITABLE IN ACCORDANCE WITH SECTION 7 OF THE CHARITIES AND TRUSTEE INVESTMENT (SCOTLAND) ACT 2005 AND SECTION 2 OF THE CHARITIES ACT (NORTHERN IRELAND) 2008.

Contact information

Address:
Sir Simon Milton Foundation
6 Trull Farm Buildings
Trull
TETBURY
Gloucestershire
GL8 8SQ
Phone:
07971 092 773
Email:
info@sirsimonmiltonfoundation.com
Website:

www.sirsimonmiltonfoundation.com Open in new window