The A M Charitable Trust
Charity Number: 256283
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Quick Stats
- Annual Giving: £158,375 (2024)
- Success Rate: Not applicable (invitation only)
- Decision Time: Not publicly disclosed
- Grant Range: Varies - historical grants from approximately £5,000 to £135,000
- Geographic Focus: England and Wales (with international grants to Israel-related causes)
Contact Details
Registered Address: 11-15 William Road, London NW1 3ER
Phone: 020 3207 7041
Charity Number: 256283
No public website or email address available.
Overview
THE A M CHARITABLE TRUST was established on 18th March 1968 via a trust deed in the name of Ann Catherine Marks (formerly Ann Catherine Pinto), who was married to Michael Marks, 2nd Baron Marks of Broughton, son of Simon Marks, 1st Baron Marks of Broughton of the Marks & Spencer family. The trust was initially endowed with 18,000 Marks and Spencer Limited Ordinary shares. As of April 2024, the trust had total income of £157,525 and total expenditure of £158,375. The trust is managed by Kleinwort Benson Trustees Limited (now SG Kleinwort Hambros Trust Company), which also administers several other similar charitable trusts. The trust disburses grants with a particular focus on Jewish causes, including conservative and Zionist organizations, as well as health-related causes.
Funding Priorities
Grant Programs
The trust operates a single grant program without specific tiers or named streams. Historical data (2008-2021) shows grants ranging from smaller amounts to substantial six-figure donations. Notable historical grants include:
- Youth Aliyah: £135,000
- Jerusalem Foundation: £60,000
- Weizmann Institute Foundation: £68,000
- Magen David Adom UK: £61,000
Between 2008-2021, the trust made total donations of £1,013,774, including both specified major grants (£799,800) and smaller grants.
Priority Areas
Jewish Causes:
- Conservative and Zionist organizations
- Israel-focused charities
- Jewish welfare and education organizations
Health-Related Causes:
- Medical research institutions
- Health and welfare organizations
Example Beneficiaries:
- UK Friends of the Association for the Welfare of Israel's Soldiers
- Jerusalem Foundation
- WIZO UK
- Weizmann Institute Foundation
- Youth Aliyah
- Magen David Adom UK
What They Don't Fund
The trust does not accept unsolicited applications, which effectively excludes organizations without existing connections to the trust or its trustees.
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Governance and Leadership
Trustees (as of May 2019):
- Simon Marks (Chair)
- Julian Challis
- Naomi Ann Marks (Marks and Spencer heiress)
- Sarah Radomir
The trust currently has 4 trustees. No trustees receive any remuneration, payments, or benefits from the charity. The trust has no employees with benefits over £60,000 and does not have any trading subsidiaries.
Administration: The trust is professionally managed by Kleinwort Benson Trustees Limited (SG Kleinwort Hambros Trust Company), which also administers numerous other similar charitable trusts.
Application Process and Timeline
How to Apply
This funder does not have a public application process. The Charity Commission register explicitly states that the trust “does not accept unsolicited applications.”
Grants appear to be made at the discretion of the trustees, likely to organizations already known to them or identified through their networks within the Jewish community and health sectors.
Decision Timeline
Not publicly disclosed. As the trust operates on a trustee-discretion basis without a formal application process, there are no standard decision timelines.
Success Rates
Not applicable - the trust does not accept unsolicited applications.
Reapplication Policy
Not applicable - the trust does not accept unsolicited applications.
Application Success Factors
Given that this trust does not accept unsolicited applications, traditional application success factors do not apply. The trust's grant-making appears to be driven by:
- Trustee discretion and networks: Grants are made to organizations identified by trustees
- Alignment with core mission: Strong focus on Jewish causes (particularly conservative and Zionist organizations) and health-related causes
- Established organizations: Historical beneficiaries include well-established institutions with strong reputations in their fields
- Israel connection: Many beneficiaries have direct connections to Israel or support Israeli causes
Organizations already receiving grants from the trust may continue to receive support based on their ongoing work and relationship with the trustees.
Key Takeaways for Grant Writers
- No public application process: This trust cannot be approached through standard grant application methods
- Focused giving: The trust has clear priorities in Jewish causes (especially conservative/Zionist organizations) and health-related causes
- Established beneficiaries: Historical grant recipients include well-known organizations such as Jerusalem Foundation, Weizmann Institute Foundation, and Youth Aliyah
- Professional management: The trust is managed by Kleinwort Benson Trustees Limited, which handles multiple similar trusts
- Modest but consistent giving: Annual expenditure around £150,000, with grants ranging from small amounts to six figures
- Family legacy: Founded by Ann Catherine Marks with Marks & Spencer shares, continuing the family's philanthropic tradition
- Private trust model: Operates as a traditional private charitable trust with trustee-directed grant-making
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References
- Charity Commission for England and Wales, Register of Charities, THE A M CHARITABLE TRUST (Charity No. 256283), https://register-of-charities.charitycommission.gov.uk/charity-details/?subid=0®id=256283, accessed 29 December 2024
- Powerbase, “A M Charitable Trust,” https://powerbase.info/index.php/A_M_Charitable_Trust, accessed 29 December 2024
- Charity Commission financial data for year ending 05 April 2024: Total Income £157,525, Total Expenditure £158,375
- Historical grant data from 2008-2021 showing total donations of £1,013,774