SYDNEY AND PHYLLIS GOLDBERG MEMORIAL CHARITABLE TRUST

Registered charity 291835 · accounts filings on the Charity Commission register · also known as SYDNEY AND PHYLLIS GOLDBERG MEMORIAL TRUST

Distribute grants for charitable purposes for advancement of medical research, welfare and disability.

Objects

TO PAY OR APPLY THE WHOLE OF THE INCOME AND CAPITAL OF THE TRUST FUND FOR THE BENEFIT OF ONE OR MORE CHARITABLE PURPOSES OR CHARITABLE INSTITUTIONS AS THE TRUSTEES MAY THINK FIT.

Area of benefit: NOT DEFINED

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

Causes: The Advancement Of Health Or Saving Of Lives · Disability · Grant history (this charity is a funder) · Get email alerts

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

Latest income

£134k

Latest spending

£134k

Registered

1985

Accounts read

FY2024

Financial health, per its FY2024 accounts

The accounts state that total unrestricted funds increased to £4,952,886, driven by a net investment gain of £237,231 which offset a net operating expenditure of £4,095. The trustees confirm that anticipated income is adequate to fulfil the charity's objects, and the auditors reported no material uncertainties regarding the charity's ability to continue as a going concern.

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

What the accounts disclose

Reserves policy: maintain unrestricted funds which are the free reserves of the Charity (reserves figure: £5.0m)

“It is the policy of the charity to: maximise its income from investments consonant with the prudent maintenance of the Trust Capital; maintain unrestricted funds which are the free reserves of the Charity; distribute all its net income after management and administration costs, by way of grants.” — page 5

Per its FY2024 accounts as filed with the Charity Commission.

Related-party transaction: Management and accounting services provided by Begbies Chartered Accountants, where trustee Mr M J Church is a consultant and trustee Mr C J Pexton is a partner.

“Begbies Chartered Accountants provide management and accounting services to the Trust. During the year, Begbies received fees of £7,700 plus VAT (total £9,240) for providing management and accounting services to the Trust.”

“During the year a grant of £15,000 was paid to Life Centre, a registered charity. Mrs C Pexton, wife of C J Pexton (Trustee of the Sydney & Phyllis Goldberg Memorial Charitable Trust) is a trustee of Life Centre, although not involved in the administration of the charity.” — page 16

Per its FY2024 accounts as filed with the Charity Commission.

Related-party transaction: Grant paid to Life Centre, a charity where trustee Mrs C Pexton (wife of trustee C J Pexton) is a trustee.

“Begbies Chartered Accountants provide management and accounting services to the Trust. During the year, Begbies received fees of £7,700 plus VAT (total £9,240) for providing management and accounting services to the Trust.”

“During the year a grant of £15,000 was paid to Life Centre, a registered charity. Mrs C Pexton, wife of C J Pexton (Trustee of the Sydney & Phyllis Goldberg Memorial Charitable Trust) is a trustee of Life Centre, although not involved in the administration of the charity.” — page 16

Per its FY2024 accounts as filed with the Charity Commission.

Accounts audited by RPG Crouch Chapman LLP. 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.

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
Risk management
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.

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

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

Trustees · trustee networks

MICHAEL JOHN CHURCHchair
CHRISTOPHER JOHN PEXTON · trustee of 2 other charities

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

Operates in: Throughout England

Income and spending

Financial year end	Income	Spending
05/04/2025	£134k	£134k
05/04/2024	£129k	£127k
05/04/2023	£123k	£127k
05/04/2022	£120k	£126k
05/04/2021	£113k	£126k

Common questions

Is SYDNEY AND PHYLLIS GOLDBERG MEMORIAL CHARITABLE TRUST financially healthy?

Per its FY2024 accounts: The accounts state that total unrestricted funds increased to £4,952,886, driven by a net investment gain of £237,231 which offset a net operating expenditure of £4,095. The trustees confirm that anticipated income is adequate to fulfil the charity's objects, and the auditors reported no material uncertainties regarding the charity's ability to continue as a going concern. Its FY2024 accounts were audited by RPG Crouch Chapman 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.

Funder	Similar charities funded	Amount to them
SUICIDE & CO	1	£5k

Charities like this

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

GOLDEN CHARITABLE TRUST income £30k
THE FIELDROSE CHARITABLE TRUST income £325k
THE SYDNEY BRENNER CHARITABLE TRUST income £277k
THE GARY LANDESBERG CHARITABLE TRUST income £74k
THE BLUEBERRY FOUNDATION income £160k
THE MITCHELL CHARITABLE TRUST income £40k

Side by side with its peers

Charity	Income	Top pay band	Reserves vs policy	Fundraising cost	Going concern
SYDNEY AND PHYLLIS GOLDBERG MEMORIAL CHARITABLE TRUST	£134k	—	unclear	—	no doubt
GOLDEN CHARITABLE TRUST FY2026	£30k	—	unclear	—	no doubt
THE FIELDROSE CHARITABLE TRUST FY2025	£325k	—	above	—	no doubt
THE SYDNEY BRENNER CHARITABLE TRUST FY2024	£277k	—	above	—	no doubt
THE GARY LANDESBERG CHARITABLE TRUST FY2025	£74k	—	above	—	no doubt
THE BLUEBERRY FOUNDATION FY2025	£160k	—	above	—	no doubt

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