THE STEINBERG FAMILY CHARITABLE TRUST
Financial health, per its FY2025 accounts
The accounts state that the Group holds £28,294,301 in total unrestricted funds, with the Parent Trust holding £32,025,272. The Trustees consider the principal risk to be the variability of investment returns but believe resources are in a healthy state, noting that a return of 1.9% would be sufficient to cover annual committed donations of £642k.
What the accounts disclose
“The Trustees regularly monitor the level of reserves with the intention of ensuring that they are at all times adequate to support all our committed donations. Annual commitments for the year passed were £642k, with a maximum single donation of £100,000. with almost all donations made on a request basis. Based in £34m of investment assets, a return of 1.9% would be sufficient to cover these annual committed donations, compared to historic returns of 4-5%. We believe our monitoring is more than adequate in ensuring that our resources are at all times in a healthy state.” — page 5
Structured financials (annual return, FY ending 05/04/2025)
Trustees
- Genevieve Elise Steinberg
- JONATHAN STEINBERG
- Lynne Rochelle Bloch
- Stephen Zvi Bloch
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2025 | £2.5m | £3.2m |
| 05/04/2024 | £2.6m | £2.2m |
| 05/04/2023 | £3.2m | £2.3m |
| 05/04/2022 | £2.3m | £3.5m |
| 05/04/2021 | £2.0m | £1.6m |
Common questions
Is THE STEINBERG FAMILY CHARITABLE TRUST financially healthy?
The accounts state that the Group holds £28,294,301 in total unrestricted funds, with the Parent Trust holding £32,025,272. The Trustees consider the principal risk to be the variability of investment returns but believe resources are in a healthy state, noting that a return of 1.9% would be sufficient to cover annual committed donations of £642k. Its FY2025 accounts were audited by DED Accountancy Services Ltd.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE JORDAN CHARITABLE FOUNDATION | 1 | £20k |