M.K. ROSE CHARITABLE TRUST

Registered charity 1039857 · accounts filings on the Charity Commission register

To support by distribution of income and the capital of the trust, if so desired, such charities and charitable causes as the trustees may decide. Preference is given to Jewish charities, including those in Israel and selected charities in and around Birmingham.

Objects

FOR SUCH CHARITY OR CHARITIES OR FOR SUCH CHARITABLE PURPOSE OR PURPOSES AS THE TRUSTEES DETERMINE.

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 · Get email alerts

Latest income

£32k

Latest spending

£365k

Registered

1994

Accounts read

FY2024

Financial health, per its FY2024 accounts

The accounts state that unrestricted funds decreased from £1,360,278 to £1,036,216 due to grants awarded of £391,750 exceeding investment income of £52,808. The trustees report that reserves are maintained at a level equivalent to between three and six months' expenditure, which they consider sufficient to continue activities. The filing confirms the charity is prepared on a going concern basis with adequate resources for the foreseeable future.

Automated summary of the FY2024 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Reserves policy: three and six month’s expenditure (held: £1.0m)

“It is the policy of the charity that unrestricted funds which have not been designated for a specific use should be maintained at a level equivalent to between three and six month’s expenditure.” — page 4

Per its FY2024 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 4 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.

Conflicting interests
Internal charity financial controls policy and procedures
Investing charity funds policy and procedures
Investment
Risk management
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Trustees · trustee networks

ALAN HERBERT FREEMAN
SHARON GOULD

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

Operates in: Birmingham City · Dudley · Israel · Solihull · Walsall · Warwickshire · Wolverhampton · Worcestershire

Income and spending

Financial year end	Income	Spending
31/12/2025	£32k	£365k
31/12/2024	£53k	£405k
31/12/2023	£74k	£305k
31/12/2022	£75k	£334k
31/12/2021	£93k	£365k

Common questions

Is M.K. ROSE CHARITABLE TRUST financially healthy?

Per its FY2024 accounts: The accounts state that unrestricted funds decreased from £1,360,278 to £1,036,216 due to grants awarded of £391,750 exceeding investment income of £52,808. The trustees report that reserves are maintained at a level equivalent to between three and six months' expenditure, which they consider sufficient to continue activities. The filing confirms the charity is prepared on a going concern basis with adequate resources for the foreseeable future. Its FY2024 accounts were independently examined.