Mcgreevy No 5 Settlement

Quick Stats

• Annual Giving: £80,000
• Success Rate: Not applicable (no public application process)
• Decision Time: N/A (trustee discretion)
• Grant Range: Unknown
• Geographic Focus: England & Wales (unrestricted)
• Number of Grants: 5 grants annually to institutions

Contact Details

Address: Yew Court, Riverview Road, Pangbourne, Reading, RG8 7AU

Email: ELISE139@AOL.COM

Phone: 01179054000

Note: No website or formal application portal

Overview

The McGreevy No 5 Settlement was established by settlement deed on February 22, 1979, and registered as a charity in 1980 (charity number 280666). This private charitable trust distributes approximately £80,000 annually to charitable institutions through a small number of grants (typically 4-5 per year). The trust is funded by investment income of approximately £67,000-£86,000 annually. The trust operates under trustee discretion with its governing document specifying grants are to be made “in such manner as the trustees shall in their absolute discretion think fit.” The charity has no employees and trustees receive no remuneration. The trust represents a traditional private settlement model where grant-making decisions rest entirely with the trustees.

Funding Priorities

Grant Programs

This trust does not operate formal grant programs. Grants are awarded at the trustees' absolute discretion to charitable institutions for charitable purposes.

• Discretionary Grants: Variable amounts totaling approximately £80,000 annually
• Application Method: No public application process; grants awarded by trustee decision

Priority Areas

The trust's objectives are deliberately broad: “the advancement of such charitable purposes or charitable institutions.” No specific priority areas are published, giving trustees complete flexibility in their grant-making.

What They Don't Fund

No specific exclusions are published. However, the trust only makes grants to registered charitable institutions, not individuals.

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Governance and Leadership

Trustees:

• Elise McGreevy-Harris (appointed 2001)
• Charles Harris (appointed 2019)
• Katrina Paterson (appointed 2001)
• Avon Executor & Trustee Co Ltd (appointed 1979 - corporate trustee)

All trustees serve without remuneration. The trust maintains a small, family-oriented governance structure typical of private charitable settlements.

How to Apply to Mcgreevy No 5 Settlement

How to Apply

This funder does not have a public application process. Grants are awarded entirely at the trustees' absolute discretion. The governing document explicitly states that trustees determine grant recipients “in their absolute discretion.”

External organizations cannot submit formal applications. Grants appear to be awarded to organizations already known to the trustees or identified through the trustees' networks.

Decision Timeline

Not applicable - no formal decision process for external applicants.

Success Rates

Not applicable - the trust does not accept unsolicited applications.

Reapplication Policy

Not applicable - no public application process exists.

Application Success Factors

Since this trust does not accept public applications, traditional success factors do not apply. Organizations cannot proactively apply for funding from this trust.

Key Takeaways for Grant Writers

• No public access: This trust does not accept unsolicited applications or operate a public grant program
• Private discretionary trust: The trustees award grants entirely at their own discretion to organizations they select
• Small number of grants: Only 4-5 institutional grants are made annually from a pool of £80,000
• Trustee-driven: Grant recipients are determined by the trustees' own knowledge and networks
• Investment-funded: The trust distributes income from its investment portfolio, not fundraised donations
• Family governance: The trust maintains a small, close-knit trustee board suggesting grants may go to causes with personal connections to the trustees
• Not suitable for targeting: Grant writers should not invest time attempting to secure funding from this source as there is no mechanism to apply

Similar Funders

These funders have a similar focus and geographic reach:

• The A And J Charitable Trust
• The George Cadbury Trust (george Henry T And Laurence J Cadbury Sections)
• The Richard Harris Charitable Trust
• The Audrey Wilson Charitable Settlement
• Audrey Earle Charitable Trust
• The Tomlinson Family Charitable Trust
• The Wands Charitable Trust
• Thorne Lodge Charitable Trust
• The Rowse Family Trust
• The Fulmer Charitable Trust

References

• Charity Commission Register of Charities: MCGREEVY NO 5 SETTLEMENT - Charity 280666. Available at: https://register-of-charities.charitycommission.gov.uk/charity-details/?regid=280666&subid=0 []
• Charity Commission Financial History for Charity 280666. Available at: https://register-of-charities.charitycommission.gov.uk/charity-search/-/charity-details/280666/financial-history []
• Charity Commission Trustees Information for Charity 280666. Available at: https://register-of-charities.charitycommission.gov.uk/charity-search/-/charity-details/280666/trustees []
• Giving is Great Charity Factsheet for MCGREEVY NO 5 SETTLEMENT. Available at: https://givingisgreat.org/charity-factsheet/?regNo=280666 []