SYDNEY AND PHYLLIS GOLDBERG MEMORIAL CHARITABLE TRUST
Distribute grants for charitable purposes for advancement of medical research, welfare and disability.
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.
What the accounts disclose
“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
“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
“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
Trustees
- MICHAEL JOHN CHURCHchair
- CHRISTOPHER JOHN PEXTON
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.
Charities like this
- THE SYDNEY BRENNER CHARITABLE TRUST
- THE SYBIL SHINE MEMORIAL TRUST
- GOLDHEART CHARITY LIMITED
- THE RUBIN FOUNDATION CHARITABLE TRUST
- THE SIDNEY PERRY FOUNDATION
- SIR DONALD AND LADY EDNA WILSON CHARITABLE TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| SYDNEY AND PHYLLIS GOLDBERG MEMORIAL CHARITABLE TRUST | £134k | — | 0 | unclear | — | no doubt |
| THE SYDNEY BRENNER CHARITABLE TRUST | £277k | — | 0 | above | — | no doubt |
| THE SYBIL SHINE MEMORIAL TRUST | £141k | — | 0 | below | — | no doubt |
| GOLDHEART CHARITY LIMITED | £439k | — | 0 | above | — | noted |
| THE RUBIN FOUNDATION CHARITABLE TRUST | £205k | — | 0 | unclear | — | no doubt |
| THE SIDNEY PERRY FOUNDATION | £231k | — | 0 | unclear | — | no doubt |