THE ARCHIE SHERMAN CHARITABLE TRUST

Registered charity 256893 · accounts filings on the Charity Commission register

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.

Objects

FOR THE BENEFIT OR IN FURTHERANCE OF SUCH CHARITABLE PURPOSES, CHARITABLE INSTITUTIONS OR CHARITABLE FOUNDATIONSO AS THE TRUSTEES MAY DETERMINE.

Area of benefit: WORLDWIDE

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: General Charitable Purposes · Education/training · The Advancement Of Health Or Saving Of Lives · Disability · The Prevention Or Relief Of Poverty · Overseas Aid/famine Relief · Grant history (this charity is a funder) · Get email alerts

Registered contact address: Camden, London, England (from the postcode on the register)

Financial health, per its FY2025 accounts

The charity holds unrestricted funds of £17,779,624, which decreased by 2% from the previous year. The accounts state that the financial position was entirely satisfactory and that the trustees have a reasonable expectation that the charity has adequate resources to continue in operational existence for the foreseeable future.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Accounts audited by TC Group. Discloses 4 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

• Bullying and harassment policy and procedures
• Complaints handling
• Complaints policy and procedures
• Conflicting interests
• Financial reserves policy and procedures
• Internal charity financial controls policy and procedures
• Internal risk management policy and procedures
• Investing charity funds policy and procedures
• Investment
• Paying staff
• Risk management
• Safeguarding policy and procedures
• Serious incident reporting policy and procedures
• Trustee conflicts of interest policy and procedures
• Trustee expenses policy and procedures

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Source: this charity’s annual returns on the Charity Commission register.

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 05/04/2023 (received 12/03/2024, 36 days after the 05/02/2024 due date).

Due and received dates as recorded in the Commission’s annual-return data; the data does not say whether an extension was agreed. Source: this charity’s annual returns on the Charity Commission register.

Structured financials (annual return, FY ending 05/04/2025)

Reported reserves equal ~9.6 months of spending — above the median for charities its size (median 4.7 months; benchmarks).

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: 24.0% of total income — in the top quarter for charities its size (median 5.3%) (benchmarks).

Trustees · trustee networks

• ALLAN HENRY SIMON MORGENTHAUchair · trustee of 2 other charities
• Adrian Simon
• Anthony James Gee
• Nicholas Sidney Springer
• Rhona Freedman · trustee of 1 other charity

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

Operates in: Throughout England And Wales

Income and spending

Common questions

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.

Charities like this

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

• THE SHERLING CHARITABLE TRUST income £780k
• THE IAN FLEMING CHARITABLE TRUST income £218k
• THE MOSSELSON CHARITABLE TRUST income £46k
• THE ARCHIE SHERMAN CARDIFF FOUNDATION income £167k
• THE ARCHER TRUST income £104k
• DONATING CHARITY LIMITED income £1.9m

Side by side with its peers

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