J & S KATZ CHARITABLE TRUST
To apply the income and the capital, at such time and in such manner to, or for the benfit of, such exclusively charitable objects and purposes in any part of the world as the Trustees may in their discretion think fit.
Objects
THE TRUSTEES SHALL HOLD THE CAPITAL AND INCOME OF THE TRUST FUND TRUST TO APPLY THE INCOME, AND ALL OR SUCH PART OR PARTS OF THE CAPITAL, AT SUCH TIME OR TIMES AND IN SUCH MANNER TO, OR FOR THE BENEFIT OF, SUCH EXCLUSIVELY CHARITABLE OBJECTS AND PURPOSES IN ANY PART OF THE WORLD AS THE TRUSTEES MAY IN THEIR DISCRETION THINK FIT.
Financial health, per its FY2025 accounts
The accounts state that unrestricted reserves stood at £97,472 as of 31 March 2025. The trustees consider these reserves adequate to meet the charity's objectives for a period of six months. The charity made charitable donations of £14,250 during the year.
What the accounts disclose
“The reserves are considered adequate to fulfil Charity’s objectives for the period of six months.”
Policies the charity declares
- Complaints policy and procedures
- Conflicting interests
- Internal charity financial controls policy and procedures
- Investing charity funds policy and procedures
- 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
Trustees
- JACQUELINE KATZ
- STUART KATZ
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £57k | £14k |
| 31/03/2024 | £13k | £9k |
| 31/03/2023 | £49k | £6k |
| 31/03/2022 | £2k | £9k |
| 31/03/2021 | £0 | £11k |
Common questions
Is J & S KATZ CHARITABLE TRUST financially healthy?
Per its FY2025 accounts: The accounts state that unrestricted reserves stood at £97,472 as of 31 March 2025. The trustees consider these reserves adequate to meet the charity's objectives for a period of six months. The charity made charitable donations of £14,250 during the year. Its FY2025 accounts were independently examined.