The Joe and Rosa Frenkel Charitable Trust

Analysis

The Joe and Rosa Frenkel Charitable Trust is a registered charity in England and Wales, based in Oxfordshire. It was registered in September 1992, 34 years ago. Its declared purposes cover general charitable purposes, education/training, the prevention or relief of poverty and environment/conservation/heritage, which this site groups under poverty relief. It says it makes grants to organisations.

In the financial year ending April 2025, The Joe and Rosa Frenkel Charitable Trust reported income of £1.6m and spending of £1.8m, spending 109% of what it took in. Across the 5 years on record, from April 2021 to April 2025, income grew from £389k to £1.6m (+323%), an average of +43% a year. The sharpest change came in the year to April 2023, when income rose by 201%. Over the whole period it spent 97% of the income it received.

Among 15,276 England and Wales charities whose main cause is poverty relief and that reported income, The Joe and Rosa Frenkel Charitable Trust sits at the 95th percentile: it is larger than about 95% of them. Against every charity in England and Wales with reported income it ranks in the 96th percentile. Charities of a similar size with the same main cause include Motiv8 South (£1.6m), Kirklees Citizens Advice and Law Centre (£1.7m) and The Aziz Foundation (£1.6m).

In its latest detailed accounts, income came from investments 54% and donations and legacies 46%. Charitable activities took 95% of spending and raising funds 3.2%. Grants to other organisations totalled £1.7m. Reserves of £17.3m would cover about 113 months of spending at that rate.