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OIZER CHARITABLE TRUST

Registered charity 1014399 · accounts filings on the Charity Commission register

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.

What the accounts disclose

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.

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).

Trustees

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?

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.

FunderYearAmount
SAMJO LIMITEDFY2025£372k
SAMJO LIMITEDFY2023£310k
SAMJO LIMITEDFY2024£211k

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
MOLE CHARITABLE TRUST1£95k
BEAULAND LIMITED1£50k
SABENO LIMITED1£25k
GEFEN FOUNDATION1£0

Charities like this

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