THE ROZAC CHARITABLE TRUST

Registered charity 1082851 · accounts filings on the Charity Commission register

The charity supports those organisations deemed to promote the objectives of this charity.

Causes: Education/training · The Prevention Or Relief Of Poverty · Overseas Aid/famine Relief · Religious Activities · Grant history (this charity is a funder) · Get email alerts

Latest income

£1.3m

Latest spending

£101k

Registered

2000

Accounts read

FY2024

Financial health, per its FY2024 accounts

The accounts state that the charity ended the year with net assets of £1,506,494, a significant improvement from the previous year's liabilities of £2,338. The trustees report that free reserves were £744, which they consider an acceptable level sufficient to maintain regular grants at current year levels. The charity generated a net income of £1,508,832, primarily driven by a £350,354 gain on investment properties and new donations.

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

What the accounts disclose

Reserves policy: sufficient to maintain regular grants at current years levels (held: £744)

“It is the policy of the charity to hold reserves sufficient to maintain regular grants at current years levels. The trustees feel it would be prudent to maintain reserves at such a level that would enable the charity to generate its own income to meet this aim.”

Per its FY2024 accounts as filed with the Charity Commission.

Related-party transaction: Note 20

“During the year, M Kaufman, trustee of the charity, lent various sums to the charity totalling £24,607 on an interest free basis. The charity repaid these loans within the year. During the year, donations of £27,720 were received from related parties. The following grants were awarded to charities which have trustees in common with this charity: MO Charitable Trust £8,500 MYR Charitable Trust £1,200 5K Foundation £4,000 MK Charitable Trust £2,500” — page 22

Per its FY2024 accounts as filed with the Charity Commission.

Accounts audited by Haffner Hoff Auditors Ltd. Discloses 4 of 6 completeness components.

Structured financials (annual return, FY ending 31/12/2024)

Total income

£1.3m

Total spending

£101k

Cost of raising funds

£25k

Reserves (reported)

£1.5m

Employees

Reported reserves equal ~179.8 months of spending — in the top quarter for charities its size (median 4.8 months; benchmarks).

Per its annual return, largest income source: Donations and legacies (93% 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: 2.0% of total income — below the median for charities its size (5.2%) (benchmarks).

Trustees · trustee networks

Devorah Buna Rubinstien
Esther kaufman
MAURICE MOSES KAUFMAN · trustee of 3 other charities

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

Operates in: Throughout England And Wales

Income and spending

Financial year end	Income	Spending
31/12/2024	£1.3m	£101k
31/12/2023	£0	£4k
31/12/2022	£3k	£4k
31/12/2021	£19k	£334k
31/12/2020	£51k	£33k

Common questions

Is THE ROZAC CHARITABLE TRUST financially healthy?

Per its FY2024 accounts: The accounts state that the charity ended the year with net assets of £1,506,494, a significant improvement from the previous year's liabilities of £2,338. The trustees report that free reserves were £744, which they consider an acceptable level sufficient to maintain regular grants at current year levels. The charity generated a net income of £1,508,832, primarily driven by a £350,354 gain on investment properties and new donations. Its FY2024 accounts were audited by Haffner Hoff Auditors Ltd.

Who funds THE ROZAC CHARITABLE TRUST?

Funders whose own accounts filings name THE ROZAC CHARITABLE TRUST as a grant recipient include M O CHARITABLE TRUST.

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.

MAURICE MOSES KAUFMAN — trustee here and at M O CHARITABLE TRUST

Known funders

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

Funder	Year	Amount	Purpose (as stated by the funder)
M O CHARITABLE TRUST	FY2024	£1.1m	Grant of property
M O CHARITABLE TRUST	FY2024	£10k
M O CHARITABLE TRUST	FY2025	£0

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.

Funder	Similar charities funded	Amount to them
BEIS MENACHEM CHABAD LUBAVITCH	1	£183k
DILLHAVEN LIMITED	1	£92k
BEAULAND LIMITED	1	£85k
SHEMTOV CHARITABLE TRUST	1	£58k
YEMIN CHARITABLE TRUST LTD	1	£32k
M AND M FOUNDATION	1	£30k
SAMJO LIMITED	1	£25k
YESHIVAS LUBAVITCH MANCHESTER	1	£20k

Charities like this

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

CHORTKOV TRUST income £219k
RICHMOND TRUST FUND income £220k
THE ROTHES CHARITABLE TRUST income £148k
T & S TRUST FUND income £334k
MW (HO) FOUNDATION income £207k
ROSECARE FOUNDATION income £177k

Side by side with its peers

Charity	Income	Top pay band	Reserves vs policy	Fundraising cost	Going concern
THE ROZAC CHARITABLE TRUST	£1.3m	—	unclear	—	no doubt
CHORTKOV TRUST FY2025	£219k	—	unclear	—	no doubt
RICHMOND TRUST FUND FY2025	£220k	—	above	—	no doubt
THE ROTHES CHARITABLE TRUST FY2025	£148k	—	above	—	no doubt
T & S TRUST FUND FY2025	£334k	—	above	—	no doubt
MW (HO) FOUNDATION FY2024	£207k	—	unclear	—	no doubt

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