Finance Score: -5

Governance Score: -1

Support Score: 0

Excess reserves: -5

Only 4 Trustees: -1

No supporters identified

Overall GiG Score: -6

THE SEGELMAN TRUST

Segelman Trust is an independent grant-making charity. Our aim is to support the health, happiness and life chances of people facing difficulties and disadvantage. We do this by funding the work of selected charitable organisations operating in the U.K. Applications for funding are by invitation only and we are unable to respond to unsolicited proposals. The Trust does not fund individuals

Analysis by Giving is Great

Positives:

This charity has an endowment fund which generates most of its income

Regulatory & Governance issues to consider:

One or more trustees receive payments or benefits from the charity for providing services to the charity
There are only 4 trustees

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £50,065,742 available, equivalent to 423 months of spending and so may not be able to utilise additional funding

Established: 4 years

https://segelmantrust.org.uk/

timothy.white@whiteandcosolicitors.com

02072580206

Charity Commission for England and Wales

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff
31/12/22		£644	£1,419	£-776	£115	£50,066	£50,066	423.3	1
31/12/21		£52,226	£1,372	£50,854	£86	£52,588	£52,588	460	1
31/12/20	*	£0	£0	£0	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 3%
Liabilities/Income: 214%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 423.3 months
Net Current Assets/Spending: 10 months
Quick Ratio: 1.9

Asset Split ?

Listed activities

General Charitable Purposes

How it operates

Makes Grants to Organisations

Where it operates

Throughout England And Wales,

Who it helps

The General Public/Mankind

Who works here?

1 employee

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (4)

Current Trustees appointed

Gender Split

CHRISTOPHER JAMES MITCHELL GRAVES Appointed: 2020, Occupation: Trust Director, Other trusteeship: FAMILY CENTRE TRUST,

REBECCA ANN EASTMOND Appointed: 2020

TIMOTHY DOUGLAS WHITE Appointed: 2020, Other trusteeship: THE TITHE TRUST,

WILSON PETER COTTON (Chair) Appointed: 2020

Legal constitution

Charity registered in England & Wales on 20/03/2020, number: 1188686

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Investment
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

3 returns made; AR20: 25 days late,

Recent reorganisation events:

Asset transfer in from THE SEGELMAN TRUST on 27/10/2022

Main office

White & Co
190 Clarence Gate Gardens
Glentworth Street
London
NW1 6AD

Objectives

THE OBJECTS OF THE CIO (THE OBJECTS) ARE FOR THE PUBLIC BENEFIT TO FURTHER SUCH EXCLUSIVELY CHARITABLE PURPOSES ACCORDING TO THE LAW OF ENGLAND AND WALES AS THE TRUSTEES IN THEIR ABSOLUTE DISCRETION FROM TIME TO TIME DETERMINE.

Data Sources