THE EGERTON ROAD TRUST
The policy of The Egerton Road Trust continues to be to derive its income from its investment property and donations from various institutions and to make donations in accordance with the TrustÔÇÖs objects.
Objects
(A) THE RELIEF OF POVERTY. (B) TO PROMOTE THE JEWISH RELIGIN AND TO ADVANCE JEWISH RELIGIOUS EDUCATION IN ANY PART OF THE WORLD IN SUCH MANNER AS THE TRUSTEES MAY FROM TIME TO TIME DETERMINE AND IN PARTICULAR BY ACQUIRING BY WAY OF PURCHASE OR OTHERWISE LAND AND BUILDINGS TO BE USED FOR RELIGIOUS WORSHIP AND FOR RELIGIOUS EDUCATIONAL PURPOSES.
Financial health, per its FY2025 accounts
The accounts state that unrestricted reserves increased to £3,302,834, which the trustees consider maintains the charity's reserves policy target of three to six months' expenditure. The charity reported a net income of £2,038,920 for the period, driven by significant fair value gains on investment properties, while total expenditure was £1,290,113.
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 at a level equivalent to between three and six month’s expenditure.” — page 4
Policies the charity declares
- Bullying and harassment policy and procedures
- Complaints handling
- Complaints policy and procedures
- Conflicting interests
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Investing charity funds policy and procedures
- Investment
- Risk management
- Safeguarding policy and procedures
- Safeguarding vulnerable beneficiaries
- Serious incident reporting policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
- Volunteer management
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 31/03/2024
- Volunteers: 2
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 31/03/2023
- Volunteers: 2
Annual return filing dates (Charity Commission record)
Of its last 5 annual returns with a recorded received date, 2 were received after the due date: year ending 31/03/2022 (received 18/07/2023, 168 days after the 31/01/2023 due date); year ending 31/03/2021 (received 18/07/2022, 168 days after the 31/01/2022 due date).
Structured financials (annual return, FY ending 30/06/2025)
Trustees
- Chana Ruchie Eichenstien
- MR L STEMPEL
- MYER ROTHFELD
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 30/06/2025 | £3.3m | £1.3m |
| 31/03/2024 | £800k | £880k |
| 31/03/2023 | £857k | £1.0m |
| 31/03/2022 | £545k | £1.4m |
| 31/03/2021 | £247k | £275k |
Common questions
Is THE EGERTON ROAD TRUST financially healthy?
Per its FY2025 accounts: The accounts state that unrestricted reserves increased to £3,302,834, which the trustees consider maintains the charity's reserves policy target of three to six months' expenditure. The charity reported a net income of £2,038,920 for the period, driven by significant fair value gains on investment properties, while total expenditure was £1,290,113. Its FY2025 accounts were audited by Glazers.
Who funds THE EGERTON ROAD TRUST?
Funders whose own accounts filings name THE EGERTON ROAD TRUST as a grant recipient include KAHAL CHASSIDIM BOBOV, TZEDOKOH VECHESED LIMITED, THE AA TRUST, IGO FOUNDATION LIMITED, THE UNION OF ORTHODOX HEBREW CONGREGATIONS.
Shared trustees with funders
- MR L STEMPEL — trustee here and at KAHAL CHASSIDIM BOBOV
Known funders
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| KAHAL CHASSIDIM BOBOV | FY2025 | £75k | |
| KAHAL CHASSIDIM BOBOV | FY2023 | £68k | Social welfare |
| KAHAL CHASSIDIM BOBOV | FY2024 | £64k | Medical |
| KAHAL CHASSIDIM BOBOV | FY2022 | £63k | Medical |
| TZEDOKOH VECHESED LIMITED | FY2025 | £39k | |
| THE AA TRUST | FY2024 | £25k | |
| IGO FOUNDATION LIMITED | FY2023 | £20k | |
| THE UNION OF ORTHODOX HEBREW CONGREGATIONS | FY2025 | £20k | |
| TZEDOKOH VECHESED LIMITED | FY2023 | £12k | |
| KEREN CHASODIM LTD | FY2022 | £12k | |
| SHAAREI RACHAMIM LIMITED | FY2024 | £10k | |
| SHAAREI RACHAMIM LIMITED | FY2023 | £10k | |
| E AND E KERNKRAUT CHARITIES LIMITED | FY2024 | £10k | |
| IGO FOUNDATION LIMITED | FY2022 | £10k | |
| THE REGAL TRUST LIMITED | FY2022 | £10k | |
| TRUEDENE CO LIMITED | FY2025 | £8k | general charitable purposes including the advancement of education and the relief of poverty |
| THE AA TRUST | FY2025 | £7k | |
| THE REGAL TRUST LIMITED | FY2023 | £7k | Relief of poverty/religious/educational purposes |
| KEREN CHASODIM LTD | FY2023 | £6k | |
| THE REGAL TRUST LIMITED | FY2024 | £3k |
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Community Fund | 25/01/2006 | £5k | 4day Playaway Stay |
| The National Lottery Community Fund | 14/06/2004 | £5k | The BCC Cook Club |
Funders of similar charities
Charities like this
- THE ATHERTON FAMILY CHARITABLE TRUST
- MIDDLE WAY TRUST
- ETHEROW CENTRE CHARITABLE TRUST
- ENGLISH HOLDINGS CHARITABLE TRUST
- ETON ACTION
- PATHWAY
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE EGERTON ROAD TRUST | £3.3m | — | 0 | unclear | — | no doubt |
| THE ATHERTON FAMILY CHARITABLE TRUST | £99k | — | 0 | above | — | no doubt |
| MIDDLE WAY TRUST | £111k | — | 0 | unclear | — | no doubt |
| ETHEROW CENTRE CHARITABLE TRUST | £142k | — | 0 | unclear | — | no doubt |
| ENGLISH HOLDINGS CHARITABLE TRUST | £398k | — | 0 | unclear | — | no doubt |
| ETON ACTION | £57k | — | 0 | unclear | — | no doubt |