THE BENITA AND GERALD FOGEL CHARITABLE TRUST
The object of the Trust is the application of the Trust's income and capital for charitable purposes at the absolute discretion of the Trustees.
Objects
TO OR FOR THE BENEFIT OF SUCH CHARITY OR CHARITIES OR FOR SUCH CHARITABLE PURPOSE OR PURPOSES AS THE TRUSTEES MAY FROM TIME TO TIME IN THEIR ABSOLUTE DISCRETION SELECT AND IN SUCH SHARES AND SUCH MANNER AS THEY MAY FROM TIME TO TIME SELECT.
Financial health, per its FY2025 accounts
The accounts state that unrestricted reserves stood at £1,158,775, representing a decrease from the previous year's £1,201,029 due to investment losses. The trustees consider the reserves satisfactory for future grant giving and report no material uncertainties regarding the Trust's ability to continue as a going concern.
What the accounts disclose
Policies the charity declares
- Internal charity financial controls policy and procedures
- Investing charity funds policy and procedures
- Investment
- Risk management
- Trustee expenses policy and procedures
Trustees
- BENITA ROSE FOGEL
- DAVID RICHARD FOGEL
- STEVEN ANTHONY FOGEL
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2025 | £35k | £31k |
| 05/04/2024 | £36k | £24k |
| 05/04/2023 | £52k | £677k |
| 05/04/2022 | £46k | £39k |
| 05/04/2021 | £38k | £38k |
Common questions
Is THE BENITA AND GERALD FOGEL CHARITABLE TRUST financially healthy?
Per its FY2025 accounts: The accounts state that unrestricted reserves stood at £1,158,775, representing a decrease from the previous year's £1,201,029 due to investment losses. The trustees consider the reserves satisfactory for future grant giving and report no material uncertainties regarding the Trust's ability to continue as a going concern. Its FY2025 accounts were independently examined.