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J & R Charitable Trust

Registered charity 1097875 · accounts filings on the Charity Commission register · also known as BEIS HAMEDRASH PE'ER MESHULEM D'TOSH

Latest income
£331k
Latest spending
£291k
Registered
2003
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that unrestricted funds increased from £585,141 to £624,816 during the year, supported by a net income of £39,675. The trustees report that the charity has adequate resources to continue in the foreseeable future, with no material uncertainties identified regarding its going concern status.

What the accounts disclose

Reserves policy: adequate to meet its short term operational obligation (held: £625k)
“The charity maintains unrestricted free reserve at a level adequate to meet its short term operational obligation.” — page 3
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Donation totalling £22,350 [2024 - £78,500] was received from a registered charity with a common trustee.
“Donation totalling £22,350 [2024 - £78,500] was received from a registered charity with a common trustee.” — page 16
“Donation totalling £4,300 [2024 - £65,000] was paid to a registered charity with a common trustee.” — page 16
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Donation totalling £4,300 [2024 - £65,000] was paid to a registered charity with a common trustee.
“Donation totalling £22,350 [2024 - £78,500] was received from a registered charity with a common trustee.” — page 16
“Donation totalling £4,300 [2024 - £65,000] was paid to a registered charity with a common trustee.” — page 16
Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit).

Structured financials (annual return, FY ending 30/06/2024)

Total income
£528k
Total spending
£468k
Cost of raising funds
£3k
Reserves (reported)
£800k
Employees
0

Reported reserves equal ~20.5 months of spending — above the median for charities its size (median 7.0 months; benchmarks).

Trustees

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

Operates in: Throughout England And Wales

Income and spending

Financial year endIncomeSpending
30/06/2025£331k£291k
30/06/2024£528k£468k
30/06/2023£249k£565k
30/06/2022£220k£182k
30/06/2021£355k£247k

Common questions

Is J & R Charitable Trust financially healthy?

The accounts state that unrestricted funds increased from £585,141 to £624,816 during the year, supported by a net income of £39,675. The trustees report that the charity has adequate resources to continue in the foreseeable future, with no material uncertainties identified regarding its going concern status. Its FY2025 accounts were independently examined.

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.

FunderSimilar charities fundedAmount to them
THE REALM CHARITABLE TRUST1£32k
D & L TRUST FUND1£5k
PARKLAKE CHARITY TRUST1£5k
J & J CHARITABLE TRUST LIMITED1£2k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with B E PERL CHARITABLE TRUST.