The Joe And Rosa Frenkel Charitable Trust
Charity Number: 1014231
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Quick Stats
- Annual Giving: ??1,129,344 (FY ending April 2024)
- Total Assets: ??17.9 million
- Decision Time: Not publicly available
- Grant Range: Not publicly specified
- Geographic Focus: International - London, Israel, Namibia, South Africa, USA
Contact Details
Email: mfakci@aol.com
Phone: +1 603 938 5791
Note: The trust does not appear to have a public website or formal application portal.
Overview
The Joe and Rosa Frenkel Charitable Trust was registered in England & Wales in September 1992 (Charity No. 1014231). With total assets of ??17.9 million as of April 2024, the trust operates as a grant-making foundation focused on donations to other charitable organizations. The trust has an endowment fund that generates much of its annual income of approximately ??1.36 million, with charitable expenditure of ??1.13 million in the most recent financial year. The trust operates internationally across five geographic areas: London, Israel, Namibia, South Africa, and the United States. The trust is governed by five trustees who have broad discretion to apply income and capital “for or towards such charitable purposes and make donations to such charitable institution or institutions at such time or times and in such manner as the trustees may at their absolute discretion think fit.”
Funding Priorities
Grant Programs
The trust does not publish specific grant programs or funding tiers. Grant-making decisions appear to be made at the trustees' discretion on a case-by-case basis.
Priority Areas
The trust supports:
- General charitable purposes
- Education and training
- Prevention or relief of poverty
- Environment, conservation, and heritage
- Economic and community development/employment
- Good health and well-being
- Reduced inequalities
- Life on land (aligned with UN Sustainable Development Goals)
Who They Help
- Other charities and voluntary bodies
- People with disabilities
- Specific ethnic groups
Geographic Focus
The trust operates in:
- Throughout London (UK)
- Israel
- Namibia
- South Africa
- United States
What They Don't Fund
No specific exclusions are publicly documented.
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Governance and Leadership
The trust is governed by five trustees who serve without remuneration:
Current Trustees:
- Averil Maud Frenkel (appointed 2018) - Lives outside London with husband Louis Frenkel, who is described as an investment/portfolio manager and lead trustee
- Daniel Polisar (appointed 2016) - Executive Vice President and co-founder of Shalem College, Israel's first liberal arts college. Dr. Polisar holds a B.A. in politics from Princeton University and Ph.D. in government from Harvard University. He served as president of the Shalem Center from 2002-2013 and was the first chairman of the National Herzl Council appointed by Israel's prime minister
- L I Frenkel (Louis Frenkel) - Investment/portfolio manager and lead trustee
- Maxine Sacks
- Sandra Clark
The trust maintains policies on financial controls, conflicts of interest, and safeguarding, and is registered for Gift Aid. The trust has no employees with benefits over ??60,000 and operates without trading subsidiaries.
Application Process and Timeline
How to Apply
The trust does not appear to have a public application process, website, or online portal. Based on the governing documents, the trustees have “absolute discretion” in making funding decisions, suggesting the trust may operate on an invitation-only or relationship-based model rather than accepting unsolicited applications.
Contact may be made via the email address provided (mfakci@aol.com) or phone number (+1 603 938 5791), though it is unclear if unsolicited inquiries are welcomed.
Decision Timeline
No information is publicly available regarding decision timelines or meeting schedules.
Success Rates
No information is publicly available regarding application volumes or success rates.
Reapplication Policy
No information is publicly available.
Application Success Factors
Due to limited public information, specific guidance for applicants is not available. However, based on the trust's structure and operations, the following observations may be relevant:
Alignment Considerations:
- Organizations operating in the trust's geographic focus areas (London, Israel, Namibia, South Africa, USA) may be prioritized
- Given trustee backgrounds, there may be interest in educational initiatives, particularly in Israel
- The trust has supported organizations like the Irene Taylor Trust (arts and music therapy)
- International development work, particularly in African nations (Namibia, South Africa), appears to be within scope
Trust Characteristics:
- Small trustee board with significant discretion suggests personalized decision-making
- Substantial endowment and consistent giving pattern indicates financial stability
- International scope suggests comfort with complex, cross-border charitable work
- No staff or administrative infrastructure suggests streamlined, trustee-led operations
Key Takeaways for Grant Writers
- Private Operation: This trust appears to operate as a private family foundation without open application processes or extensive public documentation
- Relationship-Based: The discretionary nature of grant-making and lack of formal application procedures suggests funding decisions may be made through existing relationships or trustee-initiated research
- International Focus: The trust's multi-country scope (UK, Israel, Namibia, South Africa, USA) is distinctive and suggests interest in international development
- Substantial Resources: With nearly ??18 million in assets and over ??1 million in annual giving, this is a significant funder despite low public profile
- Limited Accessibility: Without a website, published guidelines, or clear application process, this trust may be difficult to access for organizations without existing connections
- Trustee Expertise: The trustees' backgrounds in investment management and Israeli education/politics may influence funding interests
- Contact Cautiously: Given the lack of public-facing materials, unsolicited approaches should be carefully considered and professionally presented
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References
- UK Charity Commission Register of Charities - The Joe and Rosa Frenkel Charitable Trust (Charity No. 1014231). Retrieved from: https://register-of-charities.charitycommission.gov.uk/charity-details/?regid=1014231&subid=0
- Giving is Great - The Joe and Rosa Frenkel Charitable Trust Charity Factsheet. Retrieved from: https://givingisgreat.org/charity-factsheet/?regNo=1014231
- The Irene Taylor Trust - Current Funders page listing Joe & Rosa Frenkel Charitable Trust. Retrieved from: https://irenetaylortrust.com/current-funders/
- Shalem College - Leadership page including Daniel Polisar biography. Retrieved from: https://shalem.ac.il/en/executive-leadership/ and https://shalem.ac.il/en/personnel/daniel-polisar/
- Financial information sourced from Charity Commission annual returns for financial year ending 05 April 2024