The Jacqueline And Michael Gee Charitable Trust

Quick Stats

• Charity Number: 1062566
• Annual Income: £83,243 (FY ending April 2025)
• Annual Expenditure: £120,522 (FY ending April 2025)
• Grant Range: Typically £5,000 or under
• Geographic Focus: UK and overseas
• Application Method: Written applications accepted at any time

Contact Details

Address: Mr Michael Gee, Flat 27, Berkeley House, 15 Hay Hill, London, W1J 8NS

Phone: 0207 493 1904

Website: No dedicated website. Further information available on the Charity Commission website at: https://register-of-charities.charitycommission.gov.uk/charity-details/?regid=1062566

Overview

The Jacqueline and Michael Gee Charitable Trust (registered charity 1062566) is a grant-making trust that provides grants to registered charities working in the UK and internationally. The trust operates with wide charitable purposes at the discretion of its two trustees, with no trustees receiving any remuneration, payments, or benefits. The trust focuses almost exclusively on benefiting health, education, arts, culture, overseas aid, and general charitable purposes, with Jewish causes predominantly supported. With an annual expenditure of approximately £120,522, the trust currently operates by drawing on reserves, spending more than its annual income of £83,243. The trust has no restricted or endowment funds and operates without trading subsidiaries or employees.

Funding Priorities

Grant Programs

The trust operates a single grant-making programme with the following characteristics:

• General Charitable Grants: Typically £5,000 or under
• Application Method: Rolling basis - applications may be made at any time in writing
• Eligibility: Registered charities working in the UK and/or overseas

Priority Areas

The trust's policies focus almost exclusively on the following areas:

• Health - Advancement of health or saving lives
• Education and Training - Educational initiatives and training programmes
• Arts, Culture, and Heritage - Supporting artistic and cultural endeavours
• Overseas Aid - International charitable work
• Jewish Causes - Predominantly supported by the trust
• General Charitable Purposes - Wide discretion at trustees' discretion

What They Don't Fund

The trust operates with “wide charitable purposes at the discretion of the trustees,” meaning they have broad flexibility. However, based on their stated priorities, applicants outside the areas of health, education, arts, culture, overseas aid, and Jewish causes may have reduced chances of success. The trust only funds registered charities, so unregistered organizations and individuals (except as specified) are not eligible.

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Governance and Leadership

The trust is governed by 2 trustees who receive no remuneration, payments, or benefits from the charity. The principal contact is Mr Michael Gee, based at the trust's London address.

The trust's governing document states that income is “applied to charitable institutions or towards the advancement of charitable purposes as the trustees may determine in their absolute discretion,” giving trustees significant flexibility in grant-making decisions.

Application Process and Timeline

How to Apply

Written Applications: The trust accepts written applications at any time. Applications should be sent to:

Mr Michael Gee

Flat 27, Berkeley House

15 Hay Hill

London, W1J 8NS

Pre-Application Contact: Applicants are advised to “contact the trust for further information” before submitting applications. The trust can be reached by phone at 0207 493 1904.

No Online Portal: The trust does not have a website or online application system. All applications must be submitted in writing by post.

Decision Timeline

Specific decision timelines are not publicly available. As the trust operates on a rolling basis and accepts applications at any time, decision times may vary depending on trustee meeting schedules and application volume.

Success Rates

Success rates are not publicly available. However, with annual expenditure of approximately £120,522 and typical grants of £5,000 or under, the trust likely makes between 24-100+ grants annually, depending on individual award sizes.

Reapplication Policy

No specific reapplication policy is documented. Given the trustees' discretionary approach and rolling application system, unsuccessful applicants may wish to contact the trust directly to discuss reapplication timing.

Application Success Factors

Alignment with Priority Areas

• Jewish Causes: The trust documentation explicitly states that “Jewish causes are predominantly supported by the Trust.” Organizations with Jewish connections or serving Jewish communities may have enhanced chances of success.

• Core Areas: Strong alignment with health, education, arts/culture, or overseas aid is essential. Applications should clearly demonstrate how projects fit within these established priorities.

Application Approach

• Written Communication: As the trust has no website or online system, well-crafted written applications are crucial. Applications should be clear, concise, and demonstrate charitable impact.

• Pre-Application Contact: The trust encourages applicants to “contact the trust for further information.” Making preliminary contact by phone (0207 493 1904) before submitting a full application may help clarify requirements and increase success chances.

• Appropriate Grant Size: With typical grants of “£5,000 or under,” applications should request amounts consistent with this range. Larger requests may fall outside normal parameters.

Organizational Requirements

• Registered Charity Status: Only registered charities are eligible, whether UK-based or overseas organizations. Ensure registration details are clearly stated in applications.

• Geographic Flexibility: The trust supports both UK and overseas work, so both domestic and international projects are eligible for consideration.

Trustee Discretion

The trust operates with “wide charitable purposes at the discretion of the trustees,” meaning trustee judgment is paramount. Applications should provide sufficient information to enable trustees to assess charitable merit and impact, recognizing their broad discretionary powers.

Key Takeaways for Grant Writers

• Small Grants Focus: Target requests of £5,000 or under to align with typical grant size. This is a small grants trust, not a major funder.

• Jewish Causes Priority: Organizations with Jewish connections or serving Jewish communities are “predominantly supported” and should emphasize these connections prominently.

• Rolling Applications: Applications can be submitted at any time throughout the year, allowing flexibility in timing. No need to wait for specific deadlines.

• Make Contact First: The trust encourages pre-application contact. Call 0207 493 1904 to discuss your project before submitting a formal written application.

• Traditional Process: Expect a traditional, paper-based process. No website or online portal exists, so prepare well-crafted written applications sent by post.

• Broad Flexibility: Trustees have significant discretion across health, education, arts, culture, and overseas aid. Frame applications to show clear charitable benefit in these areas.

• International Welcome: The trust supports both UK and overseas charities, so international organizations should not hesitate to apply if aligned with priorities.

Similar Funders

These funders have a similar focus and geographic reach:

• J E POSNANSKY CHARITABLE TRUST
• The Wyfold Charitable Trust
• Dollond Charitable Trust
• THE JUSACA CHARITABLE TRUST
• The Amar Family Charitable Trust
• Sydney and Phyllis Goldberg Memorial Charitable Trust
• THE STELLA AND ALEXANDER MARGULIES CHARITABLE TRUST
• The Dischma Charitable Trust
• THE ANDOR CHARITABLE TRUST
• THE J P JACOBS CHARITABLE TRUST

References

1. Charity Commission Register of Charities - The Jacqueline and Michael Gee Charitable Trust (Charity Number 1062566). Available at: https://register-of-charities.charitycommission.gov.uk/charity-details/?regid=1062566 []

1. Bath and North East Somerset Council Funding Finder - The Jacqueline and Michael Gee Charitable Trust. Available at: https://www.bathnes.gov.uk/funding-finder/my-account-115 []

1. Disability Information Scotland - Jacqueline and Michael Gee Charitable Trust. Available at: https://www.disabilityscot.org.uk/organisation/jacqueline-and-michael-gee-charitable-trust/ []

1. OpenCharities - The Jacqueline and Michael Gee Charitable Trust. Available at: http://opencharities.org/charities/1062566 []

1. Charity Commission financial data for The Jacqueline and Michael Gee Charitable Trust, financial year ending 05 April 2025 []