THE MONTEFIORE ENDOWMENT
Maintenance the property of the Charirty;Promoting the advanced study of Judaism;Training of scholars to be teachers, Ministers and Rabbis;Make grants to other institutions for further education
Objects
1.THE MAINTENANCE AND SUPPORT OF THE SYNAGOGUE AND THE MAINTENANCE OF THE MAUSOLEUM AND CEMETERY BELONGING TO THE CHARITY; 2. THE ADVANCEMENT OF THE EDUCATION OF THE PUBLIC BY THE MAINTENANCE AND PROMOTION FOR THE PUBLIC BENEFIT OF THE MOVEABLE PROPERTY OF THE CHARITY INCLUDING SCROLLS OF THE LAW, BELLS, CLOAKS, SILVER PLATE, BOOKS, MANUSCRIPTS AND PICTURES IN SUCH WAYS AS THE DIRECTORS OF THE CHARITY THINK FIT INCLUDING:A. THE DIGITISATION, TRANSLATION AND PUBLICATION OF BOOKS AND MANUSCRIPTS.B. THE DISPLAY OF ARTEFACTS3.THE PROMOTION OF THE ADVANCED STUDY OF THE HOLY LAW AS REVEALED ON SINAI AND EXPOUNDED BY THE REVERED SAGES OF THE MISHNA AND TALMUD IN ONE OR MORE OF THE FOLLOWING WAYS;- A.IN THE TRAINING AND MAINTENANCE DURING TRAINING OF ORTHODOX JEWISH TEACHERS, MINISTERS AND RABBIS BY AWARDING SCHOLARSHIPS OF SUCH VALUE AND TENABLE AT SUCH INSTITUTIONS OF FURTHER EDUCATION AS THE DIRECTORS OF THE CHARITY SHALL THINK FIT; B. BY MAKING GRANTS TO ANY INSTITUTION OF FURTHER EDUCATION WHICH PROVIDES SUCH EDUCATION AND IS ESTABLISHED FOR CHARITABLE PURPOSES; C.IN SUCH OTHER WAYS AS THE DIRECTORS OF THE CHARITY THINK FIT.4. THE ADVANCEMENT FOR THE PUBLIC BENEFIT OF THE EDUCATION OF YOUNG ADULTS AND LAY READERS IN THE ORTHODOX JEWISH COMMUNITY IN SUCH WAYS AS THE DIRECTORS OF THE CHARITY THINK FIT, INCLUDING:A. THE PROMOTION OF THE STUDY OF THE HOLY LAW AS REVEALED ON SINAI AND EXPOUNDED BY THE REVERED SAGES OF THE MISHNA AND TALMUD AND ITS APPLICATION TO CONTEMPORARY LIFE;B. THE PROVISION OF LEADERSHIP TRAINING.5. THE PROMOTION OF RELIGIOUS HARMONY FOR THE BENEFIT OF THE PUBLIC BY:A. PROMOTING MUTUAL RESPECT AND UNDERSTANDING BETWEEN THOSE OF DIFFERENT FAITHS AND BELIEFS;B. TEACHING THE BENEFIT OF TOLERANCE, MUTUAL UNDERSTANDING, SOCIAL HARMONY AND INTEGRATION, IN ACCORDANCE WITH THE TEACHINGS OF THE HOLY LAW AS EXPOUNDED BY THE REVERED SAGES OF THE MISHNA AND TALMUD AND AS DEMONSTRATED IN THE LIFE OF SIR MOSES MONTEFIORE.
Financial health, per its FY2025 accounts
The charity's unrestricted reserves are £101,587, which the accounts state is below the stated policy target of three months of unrestricted expenditure. The financial statements were subject to an independent examination rather than a full audit. No material uncertainties regarding going concern were identified.
What the accounts disclose
Policies the charity declares
- Bullying and harassment policy and procedures
- Complaints handling
- Complaints policy and procedures
- Conflicting interests
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Investing charity funds policy and procedures
- Investment
- Paying staff
- 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
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 31/12/2025
- Employees paid over £60,000: 1 (£60,001–£70,000: 1)
Self-declared on the annual return for the financial year ending 31/12/2024
- Volunteers: 2
- Employees paid over £60,000: 1 (£60,001–£70,000: 1)
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 31/10/2023
- Volunteers: 2
- Grant-making is its main activity
Annual return filing dates (Charity Commission record)
Of its last 5 annual returns with a recorded received date, 1 was received after the due date: year ending 31/12/2024 (received 05/11/2025, 5 days after the 31/10/2025 due date).
Property (HM Land Registry)
Structured financials (annual return, FY ending 31/12/2024)
Trustees
- ALAN BEKHORchair
- Charlotte Hannah Green
- DANIEL RICHARD MURAD SOPHER
- Daniel Kessler
- ISAAC LEVY
- PAMELA SINYOR
- Ruth Jacqueline Basrawy JP
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/12/2025 | £186k | £622k |
| 31/12/2024 | £649k | £667k |
| 31/10/2023 | £167k | £574k |
| 31/10/2022 | £93k | £589k |
| 31/10/2021 | £86k | £640k |
Common questions
Is THE MONTEFIORE ENDOWMENT financially healthy?
Per its FY2025 accounts: The charity's unrestricted reserves are £101,587, which the accounts state is below the stated policy target of three months of unrestricted expenditure. The financial statements were subject to an independent examination rather than a full audit. No material uncertainties regarding going concern were identified. Its FY2025 accounts were independently examined.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| SABENO LIMITED | 2 | £36k |
| HURDALE CHARITY LIMITED | 1 | £1.8m |
| ACHISOMOCH AID COMPANY LIMITED | 1 | £1.0m |
| IGO FOUNDATION LIMITED | 1 | £47k |
| BALSTRAW LIMITED | 1 | £40k |
| WOODLANDS GREEN LTD | 1 | £16k |
| B E PERL CHARITABLE TRUST | 1 | £15k |
| FRANKGIVING LIMITED | 1 | £10k |
Charities like this
- MANCHESTER MONTEFIORE KOLLEL
- THE MONTPELLIER TRUST
- YESHIVAH L'ZEIRIM
- REMODIFYZ TRUST
- PREMIERQUOTE LIMITED
- MOUNDFIELD CHARITIES LIMITED
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE MONTEFIORE ENDOWMENT | £186k | — | — | unclear | — | no doubt |
| MANCHESTER MONTEFIORE KOLLEL | £80k | — | — | unclear | — | no doubt |
| THE MONTPELLIER TRUST | £42k | — | 0 | unclear | — | no doubt |
| YESHIVAH L'ZEIRIM | £1.7m | Under £60,000 | 0 | within | — | no doubt |
| REMODIFYZ TRUST | £971k | — | 0 | unclear | — | no doubt |
| PREMIERQUOTE LIMITED | £1.3m | — | 0 | above | — | no doubt |