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.

Objects

A) THE RELIEF OF POVERTY B) THE RELIEF OF SICKNESS C) THE ADVANCEMENT OF EDUCATION

Area of benefit: NOT DEFINED

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

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

Registered contact address: Salford, North West, England (from the postcode on the register)

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

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

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

• Bullying and harassment policy and procedures
• Campaigns and political activity policy and procedures
• Complaints policy and procedures
• Financial reserves policy and procedures
• Internal charity financial controls policy and procedures
• Internal risk management policy and procedures
• Investing charity funds policy and procedures
• Safeguarding policy and procedures
• Serious incident reporting policy and procedures
• Trustee conflicts of interest policy and procedures
• Trustee expenses policy and procedures

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Source: this charity’s annual returns on the Charity Commission register.

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

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

• Avi Halpern
• Cindy Halpern
• JOSHUA HALPERN · trustee of 6 other charities

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

Operates in: Throughout England And Wales

Income and spending

Common questions

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.

• JOSHUA HALPERN — trustee here and at SAMJO LIMITED

Known funders

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

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.

Charities like this

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

• SHEMTOV CHARITABLE TRUST income £738k
• REMODIFYZ TRUST income £971k
• THE ISRAEL LAZARUS CHARITABLE TRUST income £34k
• D & D CHARITABLE TRUST income £489k
• THE KATZ FAMILY CHARITABLE TRUST income £49k
• A W CHARITABLE TRUST income £17.6m

Side by side with its peers

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