THE DIANA AND ALLAN MORGENTHAU CHARITABLE TRUST
The trusts objects include wide charitable purposes at the discretion of the trustees. There are no restricted or endowment funds. The policies are almost exclusively to benefit health, education, the arts, overseas aid and general charitable purposes.
Objects
HOLD THE TRUST FUND AND ITS INCOME UPON TRUST TO PAY THEREFROM ALL THE PROPER COSTS AND EXPENSES BY THE TRUSTEES IN ESTABLISHING AND ADMINISTERING THE CHARITY AND THE TRUST FUND AND SUBJECT THERTO TO APPLY THE INCOME TO SUCH CHARITABLE INSTITUTIONS OR TOWARDS OR FOR THE ADVANCEMENT OR IN FURTHERANCE OF SUCH CHARITABLE PURPOSES IN SUCH MANNER AND IN SUCH PROPORTIONS AS THE TRUSTEES MAY FROM TIME TO TIME IN THEIR ABSOLUTE DISCRETION DETERMINE.
Financial health, per its FY2025 accounts
The accounts state that unrestricted funds decreased from £4,352 to £3,378 during the year, as total expenditure of £86,198 exceeded incoming resources of £82,704. The trustees report adequate resources for the foreseeable future and confirm the accounts are prepared on a going concern basis.
What the accounts disclose
“During the year the charity received donations of £82,500 (2024: £60,000) from The Archie Sherman Charitable Trust, a charity of which A.H.S. Morgenthau is also a trustee.” — page 15
“During the year the charity paid donations of £10,000 (2024: £5,000) to The British Friends of the Jaffa Institute , a charity of which A.H.S. Morgenthau is also a trustee.” — page 15
“During the year the charity received donations of £82,500 (2024: £60,000) from The Archie Sherman Charitable Trust, a charity of which A.H.S. Morgenthau is also a trustee.” — page 15
“During the year the charity paid donations of £10,000 (2024: £5,000) to The British Friends of the Jaffa Institute , a charity of which A.H.S. Morgenthau is also a trustee.” — page 15
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 05/04/2025
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 05/04/2024
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 05/04/2023
- Grant-making is its main activity
Annual return filing dates (Charity Commission record)
Of its last 5 annual returns with a recorded received date, 1 was received after the due date: year ending 05/04/2025 (received 06/03/2026, 29 days after the 05/02/2026 due date).
Trustees
- ALLAN HENRY SIMON MORGENTHAU
- DIANA MORGENTHAU
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2025 | £83k | £84k |
| 05/04/2024 | £60k | £58k |
| 05/04/2023 | £45k | £68k |
| 05/04/2022 | £56k | £49k |
| 05/04/2021 | £60k | £63k |
Common questions
Is THE DIANA AND ALLAN MORGENTHAU CHARITABLE TRUST financially healthy?
Per its FY2025 accounts: The accounts state that unrestricted funds decreased from £4,352 to £3,378 during the year, as total expenditure of £86,198 exceeded incoming resources of £82,704. The trustees report adequate resources for the foreseeable future and confirm the accounts are prepared on a going concern basis. Its FY2025 accounts were independently examined.
Who funds THE DIANA AND ALLAN MORGENTHAU CHARITABLE TRUST?
Funders whose own accounts filings name THE DIANA AND ALLAN MORGENTHAU CHARITABLE TRUST as a grant recipient include THE ARCHIE SHERMAN CHARITABLE TRUST.
Shared trustees with funders
- ALLAN HENRY SIMON MORGENTHAU — trustee here and at THE ARCHIE SHERMAN CHARITABLE TRUST
Known funders
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| THE ARCHIE SHERMAN CHARITABLE TRUST | FY2025 | £83k | Arts and culture |
| THE ARCHIE SHERMAN CHARITABLE TRUST | FY2024 | £60k | |
| THE ARCHIE SHERMAN CHARITABLE TRUST | FY2022 | £60k | Education and training |
| THE ARCHIE SHERMAN CHARITABLE TRUST | FY2023 | £45k |
Charities like this
- THE JACQUELINE AND MICHAEL GEE CHARITABLE TRUST
- THE KEN AND EDNA MORRISON CHARITABLE TRUST
- THE PAULINE AND HAROLD BERMAN CHARITABLE TRUST
- THE MULLION CHARITABLE TRUST
- THE ROGER DE HAAN CHARITABLE TRUST
- THE STELLA AND ALEXANDER MARGULIES CHARITABLE TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE DIANA AND ALLAN MORGENTHAU CHARITABLE TRUST | £83k | — | 0 | unclear | — | no doubt |
| THE JACQUELINE AND MICHAEL GEE CHARITABLE TRUST | £83k | — | 0 | unclear | — | no doubt |
| THE KEN AND EDNA MORRISON CHARITABLE TRUST | £184k | — | 0 | unclear | — | no doubt |
| THE PAULINE AND HAROLD BERMAN CHARITABLE TRUST | £48k | — | 0 | unclear | — | no doubt |
| THE MULLION CHARITABLE TRUST | £45k | — | 0 | below | — | no doubt |
| THE ROGER DE HAAN CHARITABLE TRUST | £269k | — | 0 | above | — | no doubt |