H M SASSOON CHARITABLE TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Trust
Registered: 19 December 1962
Removed: Not supplied
Financial period: 6 April 2025 – 5 April 2026
Latest income: £123,682
Latest expenditure: £284,795
Gift Aid: No
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: 14 RUTLAND GATE, LONDON, SW7 1BB

02 Activities

What the charity does

Aids charities of personal interest to the trustees.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 6 April 2025
Fin Period End Date: 5 April 2026
Ar Cycle Reference: AR26
Reporting Due Date: 5 February 2027
Date Annual Return Received: 10 August 2026
Date Accounts Received: 10 August 2026
Total Gross Income: £123,682
Total Gross Expenditure: £284,795
Accounts Qualified: Yes

Fin Period Start Date: 6 April 2024
Fin Period End Date: 5 April 2025
Ar Cycle Reference: AR25
Reporting Due Date: 5 February 2026
Date Annual Return Received: 19 January 2026
Date Accounts Received: 19 January 2026
Total Gross Income: £155,540
Total Gross Expenditure: £172,431

Fin Period Start Date: 6 April 2023
Fin Period End Date: 5 April 2024
Ar Cycle Reference: AR24
Reporting Due Date: 5 February 2025
Date Annual Return Received: 3 February 2025
Date Accounts Received: 3 February 2025
Total Gross Income: £145,963
Total Gross Expenditure: £219,903

Fin Period Start Date: 6 April 2022
Fin Period End Date: 5 April 2023
Ar Cycle Reference: AR23
Reporting Due Date: 5 February 2024
Date Annual Return Received: 5 February 2024
Date Accounts Received: 5 February 2024
Total Gross Income: £3,852,653
Total Gross Expenditure: £232,655

Fin Period Start Date: 6 April 2021
Fin Period End Date: 5 April 2022
Ar Cycle Reference: AR22
Reporting Due Date: 5 February 2023
Date Annual Return Received: 17 January 2023
Date Accounts Received: 17 January 2023
Total Gross Income: £55,292
Total Gross Expenditure: £57,666

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR26
Fin Period Start Date: 6 April 2025
Fin Period End Date: 5 April 2026
Ar Due Date: 5 February 2027
Ar Received Date: 10 August 2026
Total Gross Income: £123,682
Total Gross Expenditure: £284,795
Grant Making Is Main Activity: Yes
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR25
Fin Period Start Date: 6 April 2024
Fin Period End Date: 5 April 2025
Ar Due Date: 5 February 2026
Ar Received Date: 19 January 2026
Total Gross Income: £155,540
Total Gross Expenditure: £172,431
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR24
Fin Period Start Date: 6 April 2023
Fin Period End Date: 5 April 2024
Ar Due Date: 5 February 2025
Ar Received Date: 3 February 2025
Total Gross Income: £145,963
Total Gross Expenditure: £219,903
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR23
Fin Period Start Date: 6 April 2022
Fin Period End Date: 5 April 2023
Ar Due Date: 5 February 2024
Ar Received Date: 5 February 2024
Total Gross Income: £3,852,653
Total Gross Expenditure: £232,655
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR22
Fin Period Start Date: 6 April 2021
Fin Period End Date: 5 April 2022
Ar Due Date: 5 February 2023
Ar Received Date: 17 January 2023
Total Gross Income: £55,292
Total Gross Expenditure: £57,666
Charity Raises Funds From Public: No
Grant Making Is Main Activity: Yes
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 0

05 Official extract

Charity Annual Return Partb

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR23
Fin Period Start Date: 6 April 2022
Fin Period End Date: 5 April 2023
Ar Due Date: 5 February 2024
Ar Received Date: 5 February 2024
Income Donations And Legacies: 3818533
Income Other Trading Activities: 0
Income Charitable Activities: 0
Income Investments: 13963
Income Other: 20157
Income Total Income And Endowments: 3852653
Income Legacies: 0
Income Endowments: 3818533
Expenditure Raising Funds: £11,152
Expenditure Charitable Expenditure: £221,503
Expenditure Other: 0
Expenditure Total: 232655
Expenditure Investment Management: 838
Expenditure Grants Institution: 221503
Expenditure Governance: 0
Expenditure Support Costs: 0
Expenditure Depreciation: 0
Gain Loss Investment: 1374
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: -38845
Reserves: £0
Assets Total Fixed: 260324
Assets Own Use: 0
Assets Long Term Investment: 260324
Defined Benefit Pension Scheme: 0
Assets Other Assets: £3,648,371
Assets Total Liabilities: £9,444
Assets Current Investment: 11291
Assets Total Assets And Liabilities: £3,899,251
Creditors One Year Total Current: 9444
Creditors Falling Due After One Year: 0
Assets Cash: £3,636,237
Funds Endowment: 0
Funds Unrestricted: 3899251
Funds Restricted: 0
Funds Total: 3899251
Count Employees: 0
Charity Only Accounts: Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type: Region
Geographic Area Description: Throughout England And Wales
Welsh Ind: No

07 Official extract

Charity Classification

Classification Code: 101
Classification Type: What
Classification Description: General Charitable Purposes

Classification Code: 302
Classification Type: How
Classification Description: Makes Grants To Organisations

Classification Code: 205
Classification Type: Who
Classification Description: Other Charities Or Voluntary Bodies

08 Official extract

Charity Event History

Charity Name: H M SASSOON CHARITABLE TRUST
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1962-12-19T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description: TRUST DEED DATED THE 5TH DECEMBER 1967
Charitable Objects: FOR THE BENEFITS OF SUCH CHARITABLE INSTITUTION OR INSTITUTIONS PURPOSE OR PURPOSES AS THE TRUSTEES SHALL FROM TIME TO TIME IN THEIR ABSOLUTE DISCRETION THINK FIT.
Area Of Benefit: NOT DEFINED

10 Official extract

Charity Policy

Policy Name: Financial reserves policy and procedures

Policy Name: Safeguarding policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Complaints policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Bullying and harassment policy and procedures