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OIZER CHARITABLE TRUST

Registered charity 1014399 · accounts filings on the Charity Commission register

To receive and distribute charitable donations to worthy causes within the Jewish community.

Causes: General Charitable Purposes · Education/training · The Advancement Of Health Or Saving Of Lives · Disability · The Prevention Or Relief Of Poverty · Overseas Aid/famine Relief · Grant history (this charity is a funder) · Get email alerts

Latest income
£955k
Latest spending
£878k
Registered
1992
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that unrestricted reserves increased to £5,318,286, supported by total income of £955,468 from donations and investments. The trustees report no formal reserves policy, aiming instead to distribute available income, and confirm adequate resources for going concern. The charity holds significant investment property assets valued at £7,227,501, secured by bank loans totaling approximately £2.44 million.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Largest income source: Donations and legacies (54% of income)
“The charity received donation income of £511,500 in the year.” — page 4
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Donation income from Samjo Limited, a UK charity in which the Trustee Mr J Halpern is also a director of.
“Donation income of £371,500 (2024: £210,500) is from Samjo Limited, a UK charity in which the Trustee Mr J Halpern is also a director of.” — page 21
“Gift aid of £100,000 (2024: £100,000) from Mr J Halpern.” — page 21
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Gift aid from Mr J Halpern.
“Donation income of £371,500 (2024: £210,500) is from Samjo Limited, a UK charity in which the Trustee Mr J Halpern is also a director of.” — page 21
“Gift aid of £100,000 (2024: £100,000) from Mr J Halpern.” — page 21
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Balance due from Prestbury Management Limited, a company in which the Trustee Mr J Halpern is also a director of.
“Donation income of £371,500 (2024: £210,500) is from Samjo Limited, a UK charity in which the Trustee Mr J Halpern is also a director of.” — page 21
“Gift aid of £100,000 (2024: £100,000) from Mr J Halpern.” — page 21
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Outstanding amount to Shemtov Charitable Trust, a charity in which a close family member of Mr J Halpern is a trustee of.
“Donation income of £371,500 (2024: £210,500) is from Samjo Limited, a UK charity in which the Trustee Mr J Halpern is also a director of.” — page 21
“Gift aid of £100,000 (2024: £100,000) from Mr J Halpern.” — page 21
Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by Lopian Gross Barnett & Co. Discloses 3 of 6 completeness components.

Structured financials (annual return, FY ending 31/03/2025)

Total income
£955k
Total spending
£878k
Reserves (reported)
£5.3m
Employees
0

Reported reserves equal ~72.7 months of spending — in the top quarter for charities its size (median 5.2 months; benchmarks).

Per its annual return, largest income source: Donations and legacies (54% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 0.0% of total income — below the median for charities its size (4.9%) (benchmarks).

Trustees · trustee networks

Trustee list from the Charity Commission register (current, not historical).

Operates in: Throughout England And Wales

Income and spending

Financial year endIncomeSpending
31/03/2025£955k£878k
31/03/2024£888k£894k
31/03/2023£1.0m£978k
31/03/2022£743k£553k
31/03/2021£333k£592k

Common questions

Is OIZER CHARITABLE TRUST financially healthy?

Per its FY2025 accounts: The accounts state that unrestricted reserves increased to £5,318,286, supported by total income of £955,468 from donations and investments. The trustees report no formal reserves policy, aiming instead to distribute available income, and confirm adequate resources for going concern. The charity holds significant investment property assets valued at £7,227,501, secured by bank loans totaling approximately £2.44 million. Its FY2025 accounts were audited by Lopian Gross Barnett & Co.

Who funds OIZER CHARITABLE TRUST?

Funders whose own accounts filings name OIZER CHARITABLE TRUST as a grant recipient include SAMJO LIMITED.

Shared trustees with funders

Register facts shown side by side: a person serves as trustee of both this charity and a funder whose accounts record grants to it. Shared trusteeship is lawful and common; well-run charities manage it through declared-interest procedures.

Known funders

Grants to this charity found in funders’ own accounts filings.

FunderYearAmountPurpose (as stated by the funder)
SAMJO LIMITEDFY2025£372k
SAMJO LIMITEDFY2023£310k
SAMJO LIMITEDFY2024£211k
SAMJO LIMITEDFY2022£74k

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

FunderSimilar charities fundedAmount to them
BEAULAND LIMITED1£107k
MOLE CHARITABLE TRUST1£95k
SABENO LIMITED1£25k
EMES FOUNDATION1£24k
BRUSHMILL LIMITED1£5k
GEFEN FOUNDATION1£0

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with SHEMTOV CHARITABLE TRUST.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
OIZER CHARITABLE TRUST£955k—0unclear—no doubt
SHEMTOV CHARITABLE TRUST FY2024£738k—0unclear—no doubt
MENDEL KAUFMAN MEMORIAL TRUST FY2025£183k—0above—no doubt
S O CHARITABLE TRUST FY2025£149k—0unclear—no doubt
B E PERL CHARITABLE TRUST FY2025£3.0m—0unclear—no doubt
YEMIN CHARITABLE TRUST LTD FY2025£1.7m—0unclear—no doubt

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.