GEFEN FOUNDATION
To pursue the objects of the charity with all the resources available to the charity.
Latest income
£373k
Latest spending
£324k
Registered
2004
Accounts read
FY2025
Financial health, per its FY2025 accounts
The accounts state that the charity reported a net deficit of £32,260 for the year, with total funds in deficit compared to £81,211 in the prior year. The trustees note that free reserves amounted to £456,465, which they consider an acceptable level given the nature of revenue receipts against grants payable. They confirm there are no material uncertainties regarding the charity's ability to continue operating.
What the accounts disclose
Largest income source: Donations and legacies (77% of income)
“The charity received £285,562 (2024: £344,467) in donations during the year as well as £87,256 (2024: £40,968) in investment and rental income.” — page 6
Per its FY2025 accounts as filed with the Charity Commission.
Reserves policy: the current assets of the charity (held: £456k)
“In considering the financial obligations of the charity, the trustees have resolved to maintain a minimum reserve, being the current assets of the charity.” — page 7
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Trustees lent and were repaid sums; aggregate balance owing to them at year end amounted to £472,788 on an interest free basis.
“Mr H Neumann and Mrs A Neumann, trustees of Gefen Foundation, lent and were repaid various sums during the year to and from the charity. The aggregate balance owing to them at the year end amounted to £472,788 (2024: £503,399) on an interest free basis.” — page 22
“Mr H Neumann donated £158,315 (2024: £144,683) to the charity during the year.” — page 22
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Trustee Mr H Neumann donated £158,315 to the charity.
“Mr H Neumann and Mrs A Neumann, trustees of Gefen Foundation, lent and were repaid various sums during the year to and from the charity. The aggregate balance owing to them at the year end amounted to £472,788 (2024: £503,399) on an interest free basis.” — page 22
“Mr H Neumann donated £158,315 (2024: £144,683) to the charity during the year.” — page 22
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Companies where trustees are directors/shareholders (Cheltenham Land Securities Limited and Lenrock Limited) donated £58,500.
“Mr H Neumann and Mrs A Neumann, trustees of Gefen Foundation, lent and were repaid various sums during the year to and from the charity. The aggregate balance owing to them at the year end amounted to £472,788 (2024: £503,399) on an interest free basis.” — page 22
“Mr H Neumann donated £158,315 (2024: £144,683) to the charity during the year.” — page 22
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Beauland Ltd, where trustees are also trustees, donated £20,000.
“Mr H Neumann and Mrs A Neumann, trustees of Gefen Foundation, lent and were repaid various sums during the year to and from the charity. The aggregate balance owing to them at the year end amounted to £472,788 (2024: £503,399) on an interest free basis.” — page 22
“Mr H Neumann donated £158,315 (2024: £144,683) to the charity during the year.” — page 22
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Joint ownership of properties with Ner Foundation, a UK charity where trustees serve.
“Mr H Neumann and Mrs A Neumann, trustees of Gefen Foundation, lent and were repaid various sums during the year to and from the charity. The aggregate balance owing to them at the year end amounted to £472,788 (2024: £503,399) on an interest free basis.” — page 22
“Mr H Neumann donated £158,315 (2024: £144,683) to the charity during the year.” — page 22
Per its FY2025 accounts as filed with the Charity Commission.
Trustees
- ALIZA NEUMANN
- ARNOLD HENRY
- HENRY NEUMANN
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/05/2025 | £373k | £324k |
| 31/05/2024 | £385k | £360k |
| 31/05/2023 | £426k | £359k |
| 31/05/2022 | £300k | £475k |
| 31/05/2021 | £337k | £340k |
Common questions
Is GEFEN FOUNDATION financially healthy?
Per its FY2025 accounts: The accounts state that the charity reported a net deficit of £32,260 for the year, with total funds in deficit compared to £81,211 in the prior year. The trustees note that free reserves amounted to £456,465, which they consider an acceptable level given the nature of revenue receipts against grants payable. They confirm there are no material uncertainties regarding the charity's ability to continue operating. Its FY2025 accounts were independently examined.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| DEBMAR BENEVOLENT TRUST LIMITED | 1 | £314k |
| BEIS MENACHEM CHABAD LUBAVITCH | 1 | £183k |
| E AND E KERNKRAUT CHARITIES LIMITED | 1 | £26k |
| RONTADES LIMITED | 1 | £25k |
| YESHIVAS LUBAVITCH MANCHESTER | 1 | £20k |
| THE ALBERT GUBAY CHARITABLE FOUNDATION | 1 | £12k |
| BEIS KOSOV | 1 | £9k |
| KAHAL IMREI CHAIM LIMITED | 1 | £8k |
Charities like this
- WEST KENT FEDERATION OF WOMEN'S INSTITUTES
- YAD VEACHISOMOCH L'CHAIM
- MW (GK) FOUNDATION
- EZER MIKOIDESH FOUNDATION
- Notting Hill and Harlesden Methodist Circuit
- BEIS HAMEDRASH SHAAREI TEFILLAH
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| GEFEN FOUNDATION | £373k | — | 0 | unclear | — | no doubt |
| WEST KENT FEDERATION OF WOMEN'S INSTITUTES | £104k | — | 0 | above | — | no doubt |
| YAD VEACHISOMOCH L'CHAIM | £834k | — | 0 | unclear | — | no doubt |
| MW (GK) FOUNDATION | £261k | Under £60,000 | 0 | unclear | — | no doubt |
| EZER MIKOIDESH FOUNDATION | £493k | — | 0 | unclear | — | noted |
| Notting Hill and Harlesden Methodist Circuit | £200k | — | 0 | unclear | — | no doubt |