Charity Accounts Intelreading the accounts so you don’t have to

THE MONTEFIORE ENDOWMENT

Registered charity 1113038 · accounts filings on the Charity Commission register

Latest income
£649k
Latest spending
£667k
Registered
2006
Accounts read
FY2024

Financial health, per its FY2024 accounts

The accounts state that unrestricted funds increased to £1,239,825, which is above the stated minimum reserves policy target of £0.5 million to £0.75 million. The charity reported a net movement in funds of £831,907, driven by significant investment gains and heritage asset sales, resulting in a healthy financial position with adequate resources to continue in operational existence.

What the accounts disclose

Reserves policy: between £0.5 million to £0.75 million (held: £1.2m)
“The minimum amount of reserves necessary to meet the Charity’s obligations for a year in case of emergency is between £0.5 million to £0.75 million”
Per its FY2024 accounts as filed with the Charity Commission.
Related-party transaction: Transactions with related parties
“During the period, the Charity paid rent and security costs of £23,333 (2023: £20,000) and a grant of £41,669 (2023: £47,494) to Jews' College T/A the London School of Jewish Studies, a charity in which there are common trustees.” — page 36
Per its FY2024 accounts as filed with the Charity Commission.

Accounts audited by RDP Newmans LLP.

Structured financials (annual return, FY ending 31/12/2024)

Total income
£649k
Total spending
£667k
Cost of raising funds
£15k
Reserves (reported)
£500k
Employees
5

Reported reserves equal ~9.0 months of spending — above the median for charities its size (median 5.2 months; benchmarks).

Trustees

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

Operates in: Israel · Kent · Throughout London · United States

Income and spending

Financial year endIncomeSpending
31/12/2024£649k£667k
31/10/2023£167k£574k
31/10/2022£93k£589k
31/10/2021£86k£640k
31/10/2020£105k£527k

Common questions

Is THE MONTEFIORE ENDOWMENT financially healthy?

The accounts state that unrestricted funds increased to £1,239,825, which is above the stated minimum reserves policy target of £0.5 million to £0.75 million. The charity reported a net movement in funds of £831,907, driven by significant investment gains and heritage asset sales, resulting in a healthy financial position with adequate resources to continue in operational existence. Its FY2024 accounts were audited by RDP Newmans LLP.

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
KEREN ASSOCIATION LIMITED1£188k
TZEDOKOH VECHESED LIMITED1£79k
CARLEE LTD1£50k
SIVA CHARITABLE FUND1£23k
SONGDALE LIMITED1£6k
TRUEDENE CO LIMITED1£5k
D & L TRUST FUND1£5k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with J E JOSEPH CHARITABLE FUND.