THE MONTEFIORE ENDOWMENT

Registered charity 1113038 · accounts filings on the Charity Commission register

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

Causes: Education/training · Religious Activities · Grant history (this charity is a funder) · website · Get email alerts

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.

Automated summary of the FY2024 accounts; the evidenced findings below carry the verbatim passages.

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. Discloses 5 of 6 completeness components.

Property (HM Land Registry)

1 registered title in England and Wales held by the charity’s company or corporate body (1 freehold). All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.

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

Total income

£649k

Total spending

£667k

Cost of raising funds

£15k

Reserves (reported)

£500k

Employees

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

Per its annual return, largest income source: Other (65% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 2.3% of total income — below the median for charities its size (4.9%) (benchmarks).

Trustees · trustee networks

ALAN BEKHORchair
Charlotte Hannah Green
DANIEL RICHARD MURAD SOPHER · trustee of 1 other charity
Daniel Kessler
ISAAC LEVY · trustee of 3 other charities
PAMELA SINYOR
Ruth Jacqueline Basrawy JP

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

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

Income and spending

Financial year end	Income	Spending
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?

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. 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.

Funder	Similar charities funded	Amount to them
ACHISOMOCH AID COMPANY LIMITED	2	£582k
SABENO LIMITED	2	£37k
EZER VIZNITZ FOUNDATION	1	£2.7m
DOVER SHOLEM COMMUNITY TRUST	1	£822k
WISEHEIGHTS LIMITED	1	£755k
THE TALMUD TORAH MACHZIKEI HADASS TRUST	1	£677k
BELZ FOUNDATION LTD	1	£621k
AMABRILL LTD	1	£394k

Charities like this

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

J E JOSEPH CHARITABLE FUND income £130k
TOIV UMEITIV income £326k
YESHIVAS MEKOR CHAYIM LTD income £845k
ALEXANDER SHTIEBEL income £248k
FRIENDS OF YESHIVAS CHAYEI MOISHE income £213k
THE CUNMONT CHARITABLE TRUST income £2.4m

Side by side with its peers

Charity	Income	Top pay band	Reserves vs policy	Fundraising cost	Going concern
THE MONTEFIORE ENDOWMENT	£649k	—	unclear	—	no doubt
J E JOSEPH CHARITABLE FUND FY2026	£130k	—	below	—	no doubt
TOIV UMEITIV FY2024	£326k	—	unclear	—	no doubt
YESHIVAS MEKOR CHAYIM LTD FY2025	£845k	—	above	—	no doubt
ALEXANDER SHTIEBEL FY2024	£248k	—	above	—	no doubt
FRIENDS OF YESHIVAS CHAYEI MOISHE FY2025	£213k	—	unclear	—	no doubt

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.