M.k. Rose Charitable Trust

Quick Stats

• Annual Giving: £404,758 (2024)
• Success Rate: Not publicly available
• Decision Time: Not publicly available
• Grant Range: Not publicly available
• Geographic Focus: Birmingham and West Midlands, with preference for Jewish charities including those in Israel

Contact Details

Address: 40 Lodge Crescent, Hagley, Stourbridge, West Midlands, DY9 0NB

Phone: 01384 370060

Website: Not available

Email: Not available

Overview

The M.K. ROSE CHARITABLE TRUST was established in 1994 as a grant-making trust registered with the UK Charity Commission (charity number 1039857). Based in the West Midlands, the trust operates with significant discretionary funding capacity, having distributed £404,758 in charitable grants during the financial year ending December 2024, against an income of £52,808. The trust is governed by two trustees and operates without paid staff, with no trustees receiving remuneration or benefits. The trust's mission is to support charitable causes as determined by the trustees, with a stated preference for Jewish charities (including those in Israel) and selected charities in and around the Birmingham area.

Funding Priorities

Grant Programs

The trust does not operate formal grant programs with defined tiers or amounts. Grant decisions are made at the discretion of the trustees based on the trust's stated charitable objectives and preferences.

Priority Areas

The trust supports a broad range of charitable causes, including:

• Education and Training: Educational initiatives and training programs
• Health and Disability: Health services and support for disabled people
• Poverty Relief: Programs addressing poverty and economic hardship
• Religious Activities: Particularly Jewish charities and religious organizations
• Overseas Aid: International charitable work, with specific interest in charities operating in Israel
• Housing: Housing-related charitable initiatives
• Arts, Culture and Sport: Cultural and recreational programs
• Community Development: Community-based initiatives in and around Birmingham

The trust shows a stated preference for Jewish charities, including those operating in Israel, and selected charities in the Birmingham area.

What They Don't Fund

Specific exclusions are not publicly documented. As with most charitable trusts, it is likely they do not fund:

• Non-charitable organizations
• Political activities
• Individuals (the trust makes grants to organizations only)

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Governance and Leadership

The trust is governed by two trustees:

• Sharon Gould
• Alan Herbert Freeman

No trustees receive remuneration, payments, or benefits from the charity. The trust operates without employees and maintains a streamlined governance structure focused on discretionary grant-making decisions.

Application Process and Timeline

How to Apply

This funder does not have a public application process.

The M.K. ROSE CHARITABLE TRUST operates as a discretionary grant-making trust where funding decisions are made by the trustees. There is no website, online application portal, or published application guidelines available to the public. The trust does not maintain a formal grant application system.

Given the trust's stated preferences for Jewish charities and selected charities in the Birmingham area, grants appear to be awarded through trustee knowledge and discretion rather than through an open application process.

Organizations wishing to seek funding may contact the trust directly by telephone at 01384 370060 to inquire about potential funding opportunities, though there is no guarantee that unsolicited inquiries will result in grant consideration.

Decision Timeline

Not publicly available. As a discretionary trust without a formal application cycle, decision timelines likely vary depending on trustee meetings and individual funding requests.

Success Rates

Not publicly available.

Reapplication Policy

Not publicly available.

Application Success Factors

Given the limited public information available about this trust, the following factors are likely to be important based on the trust's stated objectives:

• Alignment with Jewish causes: The trust has an explicit preference for Jewish charities, including those operating in Israel. Organizations with Jewish connections or those serving Jewish communities are more likely to be considered.

• Birmingham and West Midlands connection: The trust favors selected charities in and around Birmingham. Local connections to the West Midlands area appear to be important.

• Multi-category charitable work: The trust supports organizations across a broad range of causes including education, disability, poverty relief, housing, religious activities, arts/culture, sport, and community development.

• Organizational reputation: As a discretionary trust, established charitable organizations with strong track records may be favored.

• Direct trustee contact: Given the absence of a formal application process, establishing direct contact with the trustees may be necessary for consideration.

Key Takeaways for Grant Writers

• This trust operates with significant discretionary power and does not maintain a public application process or website
• Strong preference is given to Jewish charities, including those operating in Israel
• Geographic focus on Birmingham and the West Midlands area, though this is described as “selected charities” suggesting some flexibility
• The trust supports a broad range of charitable categories, indicating diverse interests
• Direct telephone contact (01384 370060) is the primary means of approach
• With annual giving exceeding £400,000, this is a substantial funder despite its low public profile
• The trust operates with minimal administrative overhead, suggesting an efficient, trustee-led decision-making process

References

• UK Charity Commission Register of Charities: M.K. ROSE CHARITABLE TRUST (Charity Number 1039857). Available at: https://register-of-charities.charitycommission.gov.uk/charity-details/?regid=1039857&subid=0

• OpenCharities: M.K. ROSE CHARITABLE TRUST. Available at: http://opencharities.org/charities/1039857

• Charity Commission financial data: Financial year ending 31 December 2024 - Total Income: £52,808; Total Expenditure: £404,758

• Charity Commission governance information: 2 trustees (Sharon Gould and Alan Herbert Freeman), no paid staff, no trustee remuneration