Montier Charitable Trust

Quick Stats

• Charity Number: 1164268
• Annual Income: £89,081 (2024)
• Annual Expenditure: £157,940 (2024)
• Geographic Focus: England and Wales (with worldwide powers)
• Application Method: No public application process
• Accepts Unsolicited Applications: No

Contact Details

Address: 5 Mayfield Avenue, London, W4 1PN

Phone: 07831 450151

Email: montiercharitabletrust@gmail.com

Note: The trust does not appear to have a website or online presence beyond charity register listings.

Overview

The Montier Charitable Trust is a private discretionary grant-making trust registered with the UK Charity Commission on 05 November 2015. Operating with an all-volunteer board of six trustees, the trust focuses on grant-giving in three core areas: education and training, disability support, and humanitarian aid including the prevention or relief of poverty.

The trust operates as a traditional family trust with full discretionary powers, allowing trustees to apply both income and capital to charitable purposes anywhere in the world as they see fit. While the trust's annual expenditure of approximately £158,000 significantly exceeds its income, this suggests active grant-making from capital reserves. With no formal application process or public-facing programs, the trust appears to identify and support beneficiaries through trustee knowledge and networks, exemplified by their known support for organizations like West London Welcome, which serves refugees and migrants in West London.

The trust maintains strong governance practices including financial reserves policies, internal controls, and conflict of interest procedures, despite its modest size and private nature. All six trustees have served since the trust's founding in 2015, providing continuity and stability to its grant-making approach.

Funding Priorities

Priority Areas

Education and Training

The trust supports educational initiatives for children, young people, and vulnerable adults.

Disability

Funding for organizations supporting people with disabilities, including elderly people with age-related disabilities.

Humanitarian Aid and Poverty Relief

Support for organizations addressing poverty, refugee support, asylum seekers, and humanitarian crises.

Beneficiary Groups

• Children and young people
• Elderly and old people
• People with disabilities
• Other charities and voluntary bodies
• Refugees, migrants, and people seeking asylum

What They Don't Fund

No specific exclusions are publicly documented, though as a discretionary trust, the trustees have full authority to determine which causes align with their charitable objects.

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Governance and Leadership

Board of Trustees (all appointed in 2015):

• Ann Maria Montier - Chair (appointed 07 October 2015)
• Charles Montier - Trustee (appointed 16 December 2015)
• Alexandre Stephen Montier - Trustee (appointed 07 October 2015)
• Caroline Serena de Rougemont - Trustee (appointed 07 October 2015)
• Emily Harrison-Topham - Trustee (appointed 07 October 2015)
• Mark Morrell Ware - Trustee (appointed 07 October 2015)

All trustees serve on a volunteer basis with no remuneration. The trust operates with established policies covering financial reserves, internal financial controls, investment of charity funds, and trustee conflicts of interest.

Application Process and Timeline

How to Apply

This trust does not have a public application process. The Montier Charitable Trust is a private discretionary grant-making trust where trustees identify and select beneficiaries at their discretion. There is no application form, online portal, or published guidelines for seeking funding.

Grant-making decisions are made by the trustees based on their knowledge of charitable needs and alignment with the trust's core focus areas of education, disability, and humanitarian aid.

Grant-Making Authority

The trust deed grants trustees broad discretionary powers: “The trustees shall hold the capital and income of the trust fund upon trust to apply, in any part of the world, the income, and all or such part or parts of the capital, at such time or times and in such manner to, or for the benefit of, such exclusively charitable objects and purposes as the trustees may in their discretion think fit.”

This structure means funding decisions are made proactively by trustees rather than in response to external applications.

Application Success Factors

For organizations seeking to understand this funder's interests:

Known Funding Pattern:

The trust has supported West London Welcome, an organization working with refugees, migrants, people seeking asylum, and other vulnerable communities in West London. This demonstrates an interest in grassroots humanitarian work supporting marginalized communities.

Alignment with Trust Values:

Organizations working in education for disadvantaged groups, disability support services, or humanitarian aid to vulnerable populations align with the trust's stated charitable objects.

Geographic Considerations:

While the trust has legal powers to fund anywhere in the world, its known support appears focused on London-based organizations, though its scope officially covers England and Wales.

Financial Pattern:

With annual expenditure (£157,940) significantly exceeding annual income (£89,081), the trust appears to be actively deploying capital reserves for grant-making rather than only distributing annual investment income.

Long-term Stability:

All six trustees have served since 2015, suggesting stable leadership and potentially consistent funding priorities over time.

Key Takeaways for Grant Writers

• Private discretionary trust: This is not a funder you can apply to through a formal process
• Trustee-driven grant-making: Funding decisions are made proactively by trustees rather than reactively to applications
• Focus on vulnerable groups: Known support for refugee/migrant services suggests interest in grassroots humanitarian work
• Three core areas: Education, disability, and humanitarian aid are the trust's stated priorities
• Modest but active: While not a large funder, the trust's spending pattern suggests active and committed grant-making
• No public profile: The absence of a website or public communications suggests a preference for operating privately
• Direct contact possible: Organizations with strong alignment to the trust's charitable objects could consider direct outreach via email or post, though there is no guarantee of response or consideration

References

• Charity Commission Register of Charities - Montier Charitable Trust (Charity Number 1164268). Accessed 29 December 2025. https://register-of-charities.charitycommission.gov.uk/charity-details/?regid=1164268
• Charity Commission - Full Print View, Montier Charitable Trust. Accessed 29 December 2025. https://register-of-charities.charitycommission.gov.uk/en/charity-search/-/charity-details/5071332/full-print
• Charity Commission - Trustees Information, Montier Charitable Trust. Accessed 29 December 2025. https://register-of-charities.charitycommission.gov.uk/en/charity-search/-/charity-details/5071332/trustees
• Charity Commission - Accounts and Annual Returns, Montier Charitable Trust. Accessed 29 December 2025. https://register-of-charities.charitycommission.gov.uk/charity-search/-/charity-details/5071332/accounts-and-annual-returns
• West London Welcome - Funders and Partners. Accessed 29 December 2025. https://www.westlondonwelcome.com/funders-and-partners/montier-charitable-trust/