THE ARCHIE SHERMAN CHARITABLE TRUST
The charity makes grants to a wide variety of charitable causes in the UK and Overseas. Particularly in the fields of Education & Training, Medical Health & Sickness, Arts & Culture, Sports & Recreation, Relief of Poverty and General Charitable purposes.
Financial health, per its FY2025 accounts
The accounts state that unrestricted funds decreased by 2% to £17,779,624, while net incoming resources for distribution fell to £985,719 from £1,142,772 the prior year. The trustees report that the financial position was entirely satisfactory and that the charity has adequate resources to continue in operational existence for the foreseeable future.
What the accounts disclose
“it is the policy of the charity to distribute up to 100% of net income, in addition to any undistributed unrestricted funds, at the discretion of the trustees. Liquid funds are maintained at a level which is considered adequate to cover short term requirements.” — page 5
“During the year the charity made donations of £82,500 (2024: £60,000) to the Diana and Allan Morgenthau Charitable Trust (a charity of which A H S Morgenthau is also a trustee) and £82,500 (2024: £45,000) to the Jacqueline and Michael Gee Charitable Trust (a charity of which M J Gee is also a trustee). During the year the charity also made donations of £1,791 (2024: £25,475) to the British Friends of the Jaffa Institute (a charity of which A H S Morgenthau is also a trustee). During the year the charity was charged property management fees of £147,583 (2024: £133,646) and office service charges of £17,440 (2024: £16,973) by Archie Sherman Administration Limited, a company controlled by M J Gee, At the year end the charity owed Archie Sherman Administration Limited £18,818 (2024: £12,821). At the year end, the charity's subsidiary undertaking, ASCT Developments Limited ("the company"), owed the charity £nil (2024: £1,203). The company was dormant during the year.” — page 24
Structured financials (annual return, FY ending 05/04/2025)
Trustees
- ALLAN HENRY SIMON MORGENTHAUchair
- Adrian Simon
- Anthony James Gee
- Nicholas Sidney Springer
- Rhona Freedman
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2025 | £1.3m | £1.4m |
| 05/04/2024 | £1.4m | £1.2m |
| 05/04/2023 | £1.2m | £2.0m |
| 05/04/2022 | £1.1m | £900k |
| 05/04/2021 | £1.2m | £689k |
Common questions
Is THE ARCHIE SHERMAN CHARITABLE TRUST financially healthy?
Per its FY2025 accounts: The accounts state that unrestricted funds decreased by 2% to £17,779,624, while net incoming resources for distribution fell to £985,719 from £1,142,772 the prior year. The trustees report that the financial position was entirely satisfactory and that the charity has adequate resources to continue in operational existence for the foreseeable future. Its FY2025 accounts were audited by TC Group.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| COLLECTIVE FUTURES (CIO) | 1 | £95k |
| THE RANDAL CHARITABLE FOUNDATION | 1 | £20k |
| HABITAT FOR HUMANITY GREAT BRITAIN | 1 | £4k |
Charities like this
- THE ARCHIE SHERMAN CARDIFF FOUNDATION
- THE SHERLING CHARITABLE TRUST
- THE ARK FAMILY RESOURCE CENTRE
- THE SHANLEY CHARITABLE TRUST
- THE ARCHER TRUST
- SCHRODER CHARITY TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE ARCHIE SHERMAN CHARITABLE TRUST | £1.3m | — | 0 | above | — | no doubt |
| THE ARCHIE SHERMAN CARDIFF FOUNDATION | £167k | — | 0 | above | — | no doubt |
| THE SHERLING CHARITABLE TRUST | £780k | — | 0 | unclear | — | no doubt |
| THE ARK FAMILY RESOURCE CENTRE | £391k | — | 0 | below | — | noted |
| THE SHANLEY CHARITABLE TRUST | £224k | — | 0 | unclear | — | no doubt |
| THE ARCHER TRUST | £104k | — | 0 | unclear | — | no doubt |