THE HALPERN CHARITABLE FOUNDATION
Financial health, per its FY2025 accounts
The accounts state that total income decreased to £515,670 from £531,519 in the prior year, while total expenditure increased to £660,343, resulting in a net movement in funds of -£156,555. Per the trustees' report, free and unrestricted reserves stood at £401,250, which is below the stated policy target of 6-12 months of expenditure, though the charity maintains significant designated funds for fixed assets and investments.
What the accounts disclose
“HCF has a policy to maintain free unrestricted reserves of 6-12 months” — page 32
“One of the charity’s trustees is also a director of a firm of chartered accountants which provided bookkeeping services to the charity during the year. The total fees paid to the firm during the year amounted to £1,440 (2024: £nil). These services were provided on an arm’s length basis, and the trustee did not take part in any decision-making related to the engagement or payment of the firm.” — page 61
Funders the charity credits
Structured financials (annual return, FY ending 05/04/2025)
Trustees
- PETER MARTINchair
- Anil Aggarwal
- Dr Susan Elizabeth Plummer
- GEOFF HARVEY
- Paula Gregory
- VINCE MAPLE
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2025 | £516k | £660k |
| 05/04/2024 | £532k | £617k |
| 05/04/2023 | £402k | £539k |
| 05/04/2022 | £401k | £504k |
| 05/04/2021 | £283k | £460k |
Common questions
Is THE HALPERN CHARITABLE FOUNDATION financially healthy?
The accounts state that total income decreased to £515,670 from £531,519 in the prior year, while total expenditure increased to £660,343, resulting in a net movement in funds of -£156,555. Per the trustees' report, free and unrestricted reserves stood at £401,250, which is below the stated policy target of 6-12 months of expenditure, though the charity maintains significant designated funds for fixed assets and investments. Its FY2025 accounts were audited by UHY Hacker Young.
Who funds THE HALPERN CHARITABLE FOUNDATION?
Funders whose own accounts filings name THE HALPERN CHARITABLE FOUNDATION as a grant recipient include THE COLYER-FERGUSSON CHARITABLE TRUST, THE ANTON JURGENS CHARITABLE TRUST.
Known funders
| Funder | Year | Amount |
|---|---|---|
| THE COLYER-FERGUSSON CHARITABLE TRUST | FY2023 | £74k |
| THE ANTON JURGENS CHARITABLE TRUST | FY2023 | £4k |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| CHASDEI MENASHE MEIR | 2 | £28k |
| GILMOOR BENEVOLENT FUND LIMITED | 1 | £210k |
| M AND R GROSS CHARITIES LIMITED | 1 | £169k |
| THE FRANK JACKSON FOUNDATION | 1 | £85k |
| THE PARGITER TRUST | 1 | £80k |
| PARKWILL LIMITED | 1 | £66k |
| SF FOUNDATION | 1 | £56k |
| UNITED TALMUDICAL ASSOCIATES LTD | 1 | £51k |