CHAIM YOSEF TRUST
The policy of the Chaim Yosef Trust continues to be to derive its income from fund raising activities and to make donations in accordance with the TrustÔÇÖs objects.
Objects
(A) THE ADVANCEMENT OF ORTHODOX JEWISH RELIGION EDUCATION (B) THE ADVANCEMENT OF THE ORTHODOX JEWISH RELIGION (C) SUCH OTHER CHARITABLE OBJECTS AS THE TRUSTEES MAY FROM TIME TO TIME DETERMINE.
Financial health, per its FY2024 accounts
The accounts state that unrestricted funds decreased from £11,475 to £3,587 due to charitable expenditure exceeding incoming resources. The trustees note the charity is reliant on donations and plans to continue activities subject to satisfactory incoming resources.
What the accounts disclose
“It is the policy of the charity to maintain unrestricted funds, which are the free reserves of the charity, at a level which the trustees think appropriate after considering the future commitments of the charity and the likely administrative costs of the charity for the next year.” — page 3
“The charity plans to continue its activities subject to satisfactory incoming resources.” — page 3
Policies the charity declares
- Bullying and harassment policy and procedures
- Campaigns and political activity policy and procedures
- Complaints policy and procedures
- Engaging external speakers at charity events 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
- Social media policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
Trustees
- ASHER ZELIG LEW
- CHANA GITTEL SCHWARTZ
- ELIMELECH SCHWARTZ
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/12/2024 | £46k | £45k |
| 31/12/2023 | £20k | £30k |
| 31/12/2022 | £32k | £27k |
| 31/12/2021 | £21k | £14k |
| 31/12/2020 | £18k | £18k |
Common questions
Is CHAIM YOSEF TRUST financially healthy?
Per its FY2024 accounts: The accounts state that unrestricted funds decreased from £11,475 to £3,587 due to charitable expenditure exceeding incoming resources. The trustees note the charity is reliant on donations and plans to continue activities subject to satisfactory incoming resources. Its FY2024 accounts were independently examined.
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Community Fund | 21/08/2025 | £20k | Chaim Connections |
| The National Lottery Community Fund | 26/01/2024 | £20k | Wellness Beyond Borders |
| The National Lottery Community Fund | 02/12/2022 | £10k | Upwards we go! |
| The National Lottery Community Fund | 10/09/2021 | £10k | Support Jewish children and their families |