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Ebor Charitable Trust

CIK:0001802837
Foundation
$38M AUM
4 holdings
Borehamwood, United Kingdom
Founded:2006
Latest filing:Jun 30, 2025

EBOR Charitable Trust is a private charitable trust that supports religious, educational, and other charitable activities, likely with a focus on Jewish communities and related causes. It is headquartered in Borehamwood, England. The trust operates primarily as an investment endowment to support grant making and related charitable expenditures. The trust is managed by Ebor Management Company Limited and has been active in making significant charitable disbursements annually. Precise employee count is unavailable, as most UK charitable trusts of this size are managed by a small group of trustees and external advisors.

Investment Strategy

EBOR Charitable Trust operates as a charitable foundation, managing its investment assets to provide consistent funding for religious, educational, and human services causes through grants and donations. The trust’s investment strategy is characteristic of private foundations: it seeks to preserve and prudently grow its capital through a diversified portfolio of financial assets (including equities and income-producing securities). Investment gains are periodically realized to fund grants and charitable disbursements, while minimizing risk and ensuring long-term sustainability of its giving objectives.

Latest 13F Filing Activity

Ebor Charitable Trust filed their most recent 13F report on Jun 30, 2025 disclosing 2 equity positions with a total 13F market value of $50M. The fund increased holdings in Vanguard Index FDS, Vanguard Tax-managed FDS. Ebor Charitable Trust reduced exposure to Vanguard Tax-managed FDS, Vanguard Index FDS.

Top Buys
V
VTIVANGUARD INDEX FDS
+$3.9M
V
VEAVANGUARD TAX-MANAGED FDS
+$448.5K
Top Sells
V
VTIVANGUARD INDEX FDS
+$3.9M
V
VEAVANGUARD TAX-MANAGED FDS
+$448.5K

Top Holdings

V
VTIVANGUARD INDEX FDS
+56.6%$28.4M
V
VEAVANGUARD TAX-MANAGED FDS
+24.5%$12.3M

Equity Positions (2)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
VANGUARD INDEX FDS56.63%$28.4M93,326$185.84$303.93+$3.9M
VANGUARD TAX-MANAGED FDS24.47%$12.3M214,948$44.68$57.01+$448.5K

Industry Allocation