THE JOE AND ROSA FRENKEL CHARITABLE TRUST
Financial health, per its FY2024 accounts
The accounts state that the charity holds unrestricted reserves of £541,873 and endowment funds of £17,323,453, resulting in total net assets of £17,865,326. The trustees report that the charity has adequate resources to continue in operational existence for the foreseeable future and is not exposed to significant risks other than stock market variability. The charity operates without paid staff, relying entirely on trustee governance and investment income to fund its charitable donations.
What the accounts disclose
“It is the policy of the charity that unrestricted funds which have not been designated for a specific use should be maintained so as to enable it to provide funding for emergency appeals as and when required.” — page 5
Structured financials (annual return, FY ending 05/04/2025)
Trustees
- Averil Maud Frenkel
- Daniel Polisar
- L I FRENKEL
- MAXINE SACKS
- Myriam Burstow
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2025 | £1.6m | £1.8m |
| 05/04/2024 | £1.4m | £1.2m |
| 05/04/2023 | £1.7m | £1.6m |
| 05/04/2022 | £564k | £338k |
| 05/04/2021 | £389k | £539k |
Common questions
Is THE JOE AND ROSA FRENKEL CHARITABLE TRUST financially healthy?
The accounts state that the charity holds unrestricted reserves of £541,873 and endowment funds of £17,323,453, resulting in total net assets of £17,865,326. The trustees report that the charity has adequate resources to continue in operational existence for the foreseeable future and is not exposed to significant risks other than stock market variability. The charity operates without paid staff, relying entirely on trustee governance and investment income to fund its charitable donations. Its FY2024 accounts were audited by Bright Grahame Murray.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| ZOREYA TZEDOKOS | 1 | £312k |
| BEIS MENACHEM CHABAD LUBAVITCH | 1 | £102k |
| DILLHAVEN LIMITED | 1 | £71k |
| THREE PILLARS TRUST | 1 | £40k |
| YESHIVAS LUBAVITCH MANCHESTER | 1 | £20k |
| J & J CHARITABLE TRUST LIMITED | 1 | £17k |
| KTRUST LIMITED | 1 | £12k |