A M Charitable Trust

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Marks family grant-making trust founded in 1968 with Marks and Spencer shares, giving about £135,000 a year to arts, health, education and Jewish causes

The A M Charitable Trust

Type Charitable trust
Founded 18 March 1968 (trust deed); registered 12 August 1968
Registration ID Registered charity 256283
Headquarters 11-15 William Road, London NW1 3ER

The The A M Charitable Trust (no 256283), is a small grant-making charity set up via a trust deed dated 18th March 1968 in the name of Ann Catherine Marks in the amount of 18,000 Marks and Spencer Limited Ordinary shares of 5/- each.[1] It disburses grants to with a particular focus on Jewish causes including conservative and Zionist recipients as well as on health related causes. Ann Catherine marks, formerly Ann Catherine Pinto is the daughter of Major Richard James Pinto. She married Michael Marks, 2nd Baron Marks of Broughton, son of Simon Marks, 1st Baron Marks of Broughton and Miriam Sieff, on 10 January 1949.1 She and Michael Marks, 2nd Baron Marks of Broughton were divorced in 1958.[2] She is the sister of George Richard Pinto.

For example it has supported the UK Friends of the Association for the Welfare of Israel's Soldiers, the controversial Israel based Jerusalem Foundation which is implicated in construction activity on Israeli occupied territory in East Jerusalem in contravention of international law. It has also supported Israel lobby groups and organisations involved in attempting to counter Boycott, Divestment and Sanctions campaigns such as WIZO UK and the Weizmann Institute Foundation (See below for details of finances).

Trustees

The Trust is run by a firm called Kleinwort Benson Trustees Limited which also runs a number of other similar charities including the G R P Charitable Trust (no 255733),C H (1980) Charitable Trust (no 279481), The GP Charitable Trust (no 260991), The Richard Carne Trust (no 1115903), The Sir Mark And Lady Turner Charitable Settlement (no 264994).[3]

Name Role Date Appointed[4]
Simon Marks Chair 28 May 2019
Julian Challis Trustee 28 May 2019
Naomi Ann Marks Trustee 28 May 2019
Sarah Radomir Trustee 28 May 2019

Donations

Grant recipients of the A M Charitable Trust in £ sterling[6]
Organisation 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 Total 2008-2025
Alder Hey Children's Hospital 0 0 0 0 0 0 0 0 200 0 200 0 0 0 0 0 0 0 400
Age UK 0 0 0 0 0 0 0 0 0 1,000 1,000 1,000 0 0 0 0 0 0 3,000
Alzheimer's Research Trust 0 0 0 0 0 0 0 0 1,000 1,000 2,000 2,000 0 0 0 0 0 0 6,000
Barts and The London Charity 0 0 0 0 0 1,500 0 0 0 0 0 0 0 0 0 0 0 0 1,500
Blenheim Community Drug Project 0 0 0 0 0 0 0 0 0 200 0 0 0 0 0 0 0 0 200
Bletchley Park Trust 0 0 0 0 0 0 0 0 500 0 0 0 0 0 0 0 0 0 500
Blond McIndoe Research Foundation 1,500 1,500 1,500 1,500 1,500 1,500 0 0 2,000 2,000 2,000 0 0 0 0 0 0 0 15,000
Boys Town Jerusalem 0 0 0 0 0 0 0 0 5,000 0 5,000 0 0 0 0 0 0 0 10,000
Brain Research Trust 0 0 0 0 0 0 0 0 400 0 500 500 0 0 0 0 0 0 1,400
Brainwave Centre 0 0 0 0 0 0 0 0 200 0 200 0 0 0 0 0 0 0 400
British Friends of Israel Free Loan Association 4,000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 4,000
British Heart Foundation 0 100 2,100 2,000 2,000 0 0 0 20,000 20,000 20,000 0 0 0 0 0 0 0 66,200
British ORT 0 0 0 0 15,000 15,000 0 0 0 0 0 0 0 0 0 0 0 0 30,000
British Technion Society 0 0 12,000 12,000 0 14,000 0 0 0 0 0 0 0 0 0 0 0 0 38,000
British WIZO 500 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 500
Cancer Research Campaign 2,500 0 3,000 3,000 3,000 0 0 0 20,000 20,000 0 0 0 0 0 0 0 0 51,500
Carnyx and Co 0 0 0 0 0 0 0 0 0 0 0 0 0 20,282 0 0 0 0 20,282
Children's Country Holiday Fund 0 0 0 0 0 0 0 0 150 0 150 0 0 0 0 0 0 0 300
Code Redd 0 0 0 0 0 0 0 0 0 0 0 15,409 0 21,938 0 0 0 0 37,347
Community Security Trust 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 10,000 10,000
Contact the Elderly 0 0 0 0 0 0 0 0 0 200 0 200 0 0 0 0 0 0 400
Crimestopper's Trust 0 0 0 0 0 0 0 0 200 0 200 200 0 0 0 0 0 0 600
Cued Speech Association UK 0 0 0 0 0 0 0 0 200 0 200 0 0 0 0 0 0 0 400
Deafblind UK 0 0 0 0 0 0 0 0 0 200 0 200 0 0 0 0 0 0 400
Deafness Research UK 0 0 0 0 0 0 0 0 200 0 200 0 0 0 0 0 0 0 400
Demand 0 0 0 0 0 0 0 0 200 0 200 0 0 0 0 0 0 0 400
Demelza House Childrens Hospice 0 0 0 0 0 0 0 0 0 0 0 0 0 0 5,000 0 0 0 5,000
Disabilities Trust 0 0 0 0 0 0 0 0 0 200 0 200 0 0 0 0 0 0 400
English National Ballet School 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 10,000 10,000
Eton College 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 5,000 5,000 10,000
Friends of Boys Town Jerusalem 0 0 5,000 5,000 0 5,000 0 0 0 0 0 0 0 0 0 0 0 0 15,000
Friends of St Marys School 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1,000 1,000
Friends of the Hebrew University of Jerusalem 10,000 0 0 0 10,000 0 0 0 0 0 20,000 0 0 0 0 0 0 0 40,000
Friends of Yad Sarah 0 0 0 0 0 0 0 0 0 0 300 500 0 0 0 0 0 0 800
Friends of Yattendon 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1,000 1,000
Help the Aged 0 0 0 0 0 0 0 0 1,000 0 0 0 0 0 0 0 0 0 1,000
Horley Infant School 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 500 500
Israel Free Loan Association 0 0 0 0 0 0 0 0 5,000 0 5,000 0 0 0 0 0 0 0 10,000
Jewish Deaf Association 0 0 0 0 0 0 0 0 0 200 0 200 0 0 0 0 0 0 400
Jerusalem Foundation 10,000 10,000 10,000 10,000 10,000 10,000 0 0 0 0 0 0 0 0 0 0 0 0 60,000
Jewish Care 100 20,000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 2,500 0 22,600
Jewish Music Institute 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 20,000 20,000
Karel Komarek Family Foundation 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 2,500 2,500
KIND 0 0 0 0 0 0 0 0 200 0 200 0 0 0 0 0 0 0 400
Kent Air Ambulance 0 0 0 0 0 0 0 0 500 500 500 500 0 0 0 0 0 0 2,000
Kent Mining Heritage Foundation 0 0 0 0 0 0 0 0 0 0 250 0 0 0 0 0 0 0 250
Kingston and Surbiton District Synagogue 0 0 0 0 0 0 0 0 0 0 0 0 0 0 5,000 0 0 0 5,000
League of Jewish Women 0 0 0 0 0 0 0 0 500 0 0 0 0 0 0 0 0 0 500
Leonard Cheshire 0 0 0 0 0 0 0 0 0 0 0 300 0 0 0 0 0 0 300
Magen David Adom UK 10,000 10,000 10,000 10,000 0 0 0 0 11,000 10,000 0 0 0 0 0 0 0 0 61,000
Maggie Keswick Jencks Cancer Caring Centres Trust 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 10,000 25,000 35,000
Medical Engineering Resource Unit 0 0 0 0 0 0 0 0 200 0 0 0 0 0 0 0 0 0 200
Music for Blind 0 0 0 0 0 0 0 0 0 0 0 200 0 0 0 0 0 0 200
National Gallery 0 0 0 0 0 0 0 0 0 0 2,500 0 0 0 0 0 0 0 2,500
National Music for the Blind 0 0 0 0 0 0 0 0 0 200 200 0 0 0 0 0 0 0 400
National Osteopporosis Society 0 0 0 0 0 0 0 0 0 0 500 500 0 0 0 0 0 0 1,000
National Portrait Gallery 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 85 85 170
Neville Brown Fund 0 0 0 0 0 0 0 0 0 0 0 200 0 0 0 0 0 0 200
New Marlowe Theatre Development Trust 0 0 1,000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1,000
North London Collegiate School 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 10,000 10,000 20,000
Norwood Ravenswood Child Care 2,000 2,000 2,000 2,000 2,000 0 0 0 0 2,000 0 0 0 0 0 0 0 0 12,000
Oakwood School 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 500 500
Old Grammarians Association 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1,000 1,000
Oxford & St George's Jewish Youth & Community Centre 0 0 0 0 0 0 0 0 200 0 200 0 0 0 0 0 0 0 400
Oxford Hospitals Charity 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 10,000 0 0 10,000
Parochial Church Council of Upper Hardres 0 0 0 0 0 0 0 0 0 0 0 0 0 0 10,000 0 0 0 10,000
PHAB 0 0 0 0 0 0 0 0 200 0 200 0 0 0 0 0 0 0 400
Pain Relief Foundation 0 0 0 0 0 0 0 0 200 0 500 500 0 0 0 0 0 0 1,200
Phoenix Futures 0 0 0 0 0 0 0 0 0 200 0 0 0 0 0 0 0 0 200
Policy Exchange 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 25,000 0 0 25,000
Princess Alice Hospice 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1,000 1,000
Protect of Nature 0 0 0 0 0 0 0 0 0 0 0 100 0 0 0 0 0 0 100
Refugees at Home 0 0 0 0 0 0 0 0 0 0 0 0 0 0 25,000 0 0 0 25,000
Rochester Cathedral Trust 0 0 0 0 0 0 0 0 0 0 0 0 0 0 10,000 0 0 0 10,000
Royal Academy of Arts 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 10,150 138 10,200 20,488
Royal Academy of Music 0 0 0 0 1,000 0 0 0 0 0 0 0 0 0 0 0 0 0 1,000
RAF Association 0 0 0 0 0 0 0 0 0 0 0 400 0 0 0 0 0 0 400
RAF Benevolent Fund 0 0 0 0 0 0 0 0 500 200 0 200 0 0 0 0 0 0 900
Royal College of Music 0 0 0 0 0 0 0 0 100 100 100 100 0 0 0 0 0 0 400
Royal Opera House 0 0 0 0 0 0 0 0 0 0 0 0 0 105 0 250 0 0 355
Samaritans 0 0 0 0 0 0 0 0 200 0 200 0 0 0 0 0 0 0 400
Save the Children Fund 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 500 500
Seeing Ear 0 0 0 0 0 0 0 0 100 0 100 0 0 0 0 0 0 0 200
SEM Charitable Trust 0 1,150 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1,150
Sir John Soane Museum 0 0 0 0 0 0 0 0 500 0 0 0 0 0 0 0 0 0 500
Sports Aid Trust 0 0 0 0 0 0 0 0 200 0 200 0 0 0 0 0 0 0 400
St Bartholomew's Heritage 0 0 0 0 0 0 0 0 0 0 0 0 0 0 10,000 0 0 0 10,000
St Loye's Foundation 0 0 0 0 0 0 0 0 200 0 0 200 0 0 0 0 0 0 400
St Mary's Church 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1,000 1,000
St Paul's School 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 10,000 10,000
Stroke Association 0 0 0 0 0 0 0 0 0 200 500 500 0 0 0 0 0 0 1,200
Tate 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 200 156 174 530
Team Domenica 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 10,000 0 10,000
Thames Diamond Jubilee 0 0 0 0 2,000 0 0 0 0 0 0 0 0 0 0 0 0 0 2,000
The Friends of St Marys 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 5,000 0 0 5,000
The Institute for Jewish Policy Research 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 10,000 0 0 10,000
The Institute of Cancer Research 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1,000 0 0 0 1,000
The Mayor of London's Fund for Young Musicians 0 0 0 0 0 0 0 0 0 0 0 0 0 0 10,000 0 0 0 10,000
The Place Dancing for Life 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 10,000 5,000 10,000 25,000
Two Moors Festival 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 5,000 5,000
UK Friends of AWIS 2,000 0 0 0 2,000 0 0 0 0 0 0 0 0 0 0 0 0 0 4,000
UK Society for the Protection of Nature in Israel 0 0 0 0 0 0 0 0 100 100 100 0 0 0 0 0 0 0 300
United Jewish Israel Appeal 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 10,000 0 10,000
Vimba 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 15,000 0 15,000
Wallace Collection 0 0 0 75,000 75,000 0 0 0 0 0 6,500 0 0 0 0 0 0 0 156,500
Weizmann Institute Foundation 12,000 12,000 12,000 12,000 0 0 0 0 0 20,000 0 0 0 0 0 0 0 0 68,000
West London Synagogue 0 0 0 0 0 0 0 0 0 0 0 0 0 3,595 2,875 13,000 12,948 11,000 43,418
World Jewish Relief 15,000 15,000 15,000 15,000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 60,000
YAD Vashem UK Foundation 0 0 0 0 0 0 0 0 0 0 200 200 0 0 0 0 0 0 400
Young Musicians Symphony Orchestra 0 0 0 0 0 0 0 0 750 250 0 0 0 0 0 0 0 0 1,000
Youth Aliyah - Child Rescue 15,000 15,000 15,000 15,000 15,000 0 0 0 20,000 20,000 20,000 0 0 0 0 0 0 0 135,000
Total specified donations 84,600 86,750 88,600 162,500 138,500 47,000 0 0 92,100 99,750 0 0 0 0 78,875 83,600 80,827 135,459 1,178,561
Donations less than £1,000 7,900 4,895 7,000 4,600 6,750 2,200 0 0 0 0 0 0 0 0 0 0 0 0 33,345
Total 92,500 91,645 95,600 167,100 145,250 49,200 0 0 92,100 99,750 110,400 24,309 0 45,920 78,875 83,600 80,827 135,459 1,392,535

Finances

Income and expenditure (register)
Year ending Income Expenditure
2021-04-05 £37,899 £63,284
2022-04-05 £47,177 £99,687
2023-04-05 £150,735 £148,804
2024-04-05 £157,525 £158,375
2025-04-05 £157,183 £209,364

Source: register annual-return history.[7]

In the year to 5 April 2025 the trust's income was £157,183 (2024: £157,525), almost all investment income from a portfolio managed by Canaccord Genuity Wealth Management (£154,160); it made 25 grants (2024: 13) totalling £135,459 (2024: £80,827). The portfolio fell in value by 4% (revaluation loss £200,680) and funds at the year end were £5,336,629 (2024: £5,557,118) (PDF p.4).[8] The register describes the trust's activities as "No unsolicited applications".[7]

Support for the Israeli military

Grants. The accounts for the year to 5 April 2015 record £2,000 to UK Friends of AWIS, whose registered objects are the relief of need and suffering of serving and discharged Israeli soldiers and their families.[9]

Prior scrutiny. In February 2024 David Miller, writing for PressTV, named the trust among about twenty charities that had donated to UK Friends of AWIS, and it is listed on the Powerbase page UK AWIS - supporters.[10] No Charity Commission inquiry or warning concerning the trust was found.

Activity beyond the Green Line

Evidence of activity beyond the 1949 armistice line
Finding Confidence
No grant in the 2022 to 2025 lists is to an organisation located beyond the Green Line. The Jerusalem Foundation, funded from 2008 to 2013, is described in the lead. Not established

Notes

  1. ↑ Trust Deed AM Charitable Trust, 18 March 1968.
  2. ↑ https://www.thepeerage.com/p36838.htm#i368379
  3. ↑ Charity Commission Find Charities
  4. ↑ Trustees, Charity Commission, retrieved 5 November 2022.
  5. ↑ https://nypost.com/2015/05/19/this-chic-hamptons-wine-heiress-is-also-a-budding-fashionista/
  6. ↑ Data compiled from filings at the Charity Commission. Data for financial year ended 5 April; 2022–2025 from note 7 (note 6 in 2022), "Grants payable", of each year's accounts (PDF p.13).
  7. ↑ 7.0 7.1 Charity Commission for England and Wales, Register of Charities public extract (bulk download, tables charity, charity_trustee, charity_annual_return_history, charity_governing_document, charity_classification and charity_area_of_operation dated 14 October 2026), rows for charity 256283.
  8. ↑ The A M Charitable Trust, Report and financial statements for the year ended 5 April 2025, from accounts and annual returns Register of Charities; earlier years from the same page ("PDF p." = page of the PDF file).
  9. ↑ The A M Charitable Trust: accounts for the year ended 5 April 2015 UK Government Web Archive.
  10. ↑ David Miller, How British ‘charities’ are aiding Israeli genocide in Gaza PressTV, 1 February 2024.