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THE SEGELMAN TRUST

Registered charity 1188686 · accounts filings on the Charity Commission register

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

Causes: General Charitable Purposes · Grant history (this charity is a funder) · website · Get email alerts

Latest income
£754k
Latest spending
£2.4m
Registered
2020
Accounts read
FY2024

Financial health, per its FY2024 accounts

The accounts state that total unrestricted reserves stood at £57,194,739, which the trustees confirm are all free reserves available to be spent on the charity's activities. The charity reported a net movement in funds of £5,835,742 for the year, driven by significant net investment gains of £7,444,130 which offset charitable expenditure of £2,092,857.

Automated summary of the FY2024 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Reserves policy: sufficient cash to sustain the current level of grant making to beneficiaries and to meet all liabilities that are known or can be reasonably anticipated (held: £57.2m)
“The trustees’ policy is to hold sufficient cash to sustain the current level of grant making to beneficiaries and to meet all liabilities that are known or can be reasonably anticipated, thus avoiding the need to dispose of investments, with the attendant costs and adverse effect on performance.”
Per its FY2024 accounts as filed with the Charity Commission.
Related-party transaction: T D White was a partner with the solicitors’ firm of White & Co during the year. This firm provided legal advice and services to the charity during the year. Total fees payable to the firm during the year were £10,200. At the year-end there were £13,200 fees outstanding.
“T D White was a partner with the solicitors’ firm of White & Co during the year. This firm provided legal advice and services to the charity during the year. Total fees payable to the firm during the year were £10,200. At the year-end there were £13,200 fees outstanding.” — page 34
“R Eastmond is a director with the firm Greenwood Place which provides office facilities, training and computer equipment for the Director and Senior Executive of the CIO. The total fees payable to the firm during the year were £15,732. Greenwood Place also received reimbursement for accommodation and travel expenses (£662) in connection with reimbursement for trustee and employee travel costs. At the year-end there were no fees outstanding.” — page 34
Per its FY2024 accounts as filed with the Charity Commission.
Related-party transaction: R Eastmond is a director with the firm Greenwood Place which provides office facilities, training and computer equipment for the Director and Senior Executive of the CIO. The total fees payable to the firm during the year were £15,732. Greenwood Place also received reimbursement for accommodation and travel expenses (£662) in connection with reimbursement for trustee and employee travel costs. At the year-end there were no fees outstanding.
“T D White was a partner with the solicitors’ firm of White & Co during the year. This firm provided legal advice and services to the charity during the year. Total fees payable to the firm during the year were £10,200. At the year-end there were £13,200 fees outstanding.” — page 34
“R Eastmond is a director with the firm Greenwood Place which provides office facilities, training and computer equipment for the Director and Senior Executive of the CIO. The total fees payable to the firm during the year were £15,732. Greenwood Place also received reimbursement for accommodation and travel expenses (£662) in connection with reimbursement for trustee and employee travel costs. At the year-end there were no fees outstanding.” — page 34
Per its FY2024 accounts as filed with the Charity Commission.
Related-party transaction: In 2022, a three-year grant of £120,000 was awarded to Acumen Academy, of which Rebecca Eastmond is the Chair of Trustees. The grant was agreed by all the trustees. The objectives of the grant were as discussed in the trustees’ report. The total amount awaiting distribution in relation to this grant at 31 December 2024 was £40,000, payable within one year.
“T D White was a partner with the solicitors’ firm of White & Co during the year. This firm provided legal advice and services to the charity during the year. Total fees payable to the firm during the year were £10,200. At the year-end there were £13,200 fees outstanding.” — page 34
“R Eastmond is a director with the firm Greenwood Place which provides office facilities, training and computer equipment for the Director and Senior Executive of the CIO. The total fees payable to the firm during the year were £15,732. Greenwood Place also received reimbursement for accommodation and travel expenses (£662) in connection with reimbursement for trustee and employee travel costs. At the year-end there were no fees outstanding.” — page 34
Per its FY2024 accounts as filed with the Charity Commission.
Related-party transaction: In 2024 the CIO funded the attendance of six Segelman grantees, at a cost of £28,800, on Lightful’s BRIDGE programme. The CEO of Lightful is a member of the Greenwood Place Advisory Board and a member of Lightful’s staff is related to Segelman’s Senior Executive.
“T D White was a partner with the solicitors’ firm of White & Co during the year. This firm provided legal advice and services to the charity during the year. Total fees payable to the firm during the year were £10,200. At the year-end there were £13,200 fees outstanding.” — page 34
“R Eastmond is a director with the firm Greenwood Place which provides office facilities, training and computer equipment for the Director and Senior Executive of the CIO. The total fees payable to the firm during the year were £15,732. Greenwood Place also received reimbursement for accommodation and travel expenses (£662) in connection with reimbursement for trustee and employee travel costs. At the year-end there were no fees outstanding.” — page 34
Per its FY2024 accounts as filed with the Charity Commission.
Trading subsidiary: Segelman Trust GmbH
“The unquoted shares represented the CIO’s holding in Segelman Trust GmbH, a company incorporated and registered in Switzerland.” — page 39
Per its FY2024 accounts as filed with the Charity Commission.

Accounts audited by Buzzacott Audit LLP. Discloses 5 of 6 completeness components.

Property (HM Land Registry)

4 registered titles in England and Wales held by the charity’s company or corporate body (1 freehold). All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.

Structured financials (annual return, FY ending 31/12/2024)

Total income
£754k
Total spending
£2.4m
Cost of raising funds
£175k
Reserves (reported)
£57.2m
Employees
2

Per its annual return, largest income source: Investments (100% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 23.2% of total income — in the top quarter for charities its size (median 4.9%) (benchmarks).

Register events

Trustees · trustee networks

Trustee list from the Charity Commission register (current, not historical).

Operates in: Throughout England And Wales

Income and spending

Financial year endIncomeSpending
31/12/2024£754k£2.4m
31/12/2023£750k£1.2m
31/12/2022£644k£1.4m
31/12/2021£52.2m£1.4m
31/12/2020£0£0

Common questions

Is THE SEGELMAN TRUST financially healthy?

Per its FY2024 accounts: The accounts state that total unrestricted reserves stood at £57,194,739, which the trustees confirm are all free reserves available to be spent on the charity's activities. The charity reported a net movement in funds of £5,835,742 for the year, driven by significant net investment gains of £7,444,130 which offset charitable expenditure of £2,092,857. Its FY2024 accounts were audited by Buzzacott Audit LLP.

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

FunderSimilar charities fundedAmount to them
AURUM KALEIDOSCOPE FOUNDATION1£10.4m
SAMJO LIMITED1£1.1m
THE HOWE GREEN TRUST1£100k
MOLE CHARITABLE TRUST1£95k
THE ESFANDI CHARITABLE FOUNDATION1£10k
UNSEEN (UK)1£10k
BRUSHMILL LIMITED1£5k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE SHERLING CHARITABLE TRUST.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
THE SEGELMAN TRUST£754k—0above—no doubt
THE SHERLING CHARITABLE TRUST FY2026£780k—0unclear—no doubt
MAN GROUP PLC CHARITABLE TRUST FY2023£334k—0above—no doubt
THE SENECA TRUST FY2025£4.5m—0unclear—no doubt
THE ELMGRANT TRUST FY2025£178k—0within—no doubt
THE ROGER RAYMOND CHARITABLE TRUST FY2025£586k——below—no doubt

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.