YAD SHLOMO TRUST
THE CHARITY RUNS A VOUCHER SYSTEM ALLOWING DONORS TO MAKE GRANTS IN A TAX EFFICIENT MANNER.
Objects
(I) THE ADVANCEMENT OF THE ORTHODOX JEWISH FAITH.(II) THE ADVANCEMENT OF THE ORTHODOX JEWISH RELIGIOUS EDUCATION(III) THE RELIEF OF OF POVERTY SICKNESS AND INFIRMITY AMONGST MEMBERS OF THE JEWISH FAITH AND(IV) SUCH OTHER PURPOSES AS ARE CHARITABLE ACCORDING TO ENGLISH LAW
Financial health, per its FY2025 accounts
The accounts state that the charity reported a net incoming resource of £93,541 for the year ended 31 January 2025, resulting in total fund balances of £481,130. The trustees' report indicates that unrestricted funds (free reserves) were £3,700, which the trustees consider appropriate after considering future commitments. The auditor confirmed that the charity is a going concern with no material uncertainties identified.
What the accounts disclose
“The amount on this fund was £3,700. Restricted funds relate to funds of donors to the voucher system, at the year end the amount was £477,430.” — page 4
Policies the charity declares
- Complaints policy and procedures
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Safeguarding policy and procedures
- 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 31/01/2025
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 31/01/2024
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 31/01/2023
- Grant-making is its main activity
Structured financials (annual return, FY ending 31/01/2025)
Trustees
- BENJAMIN KATZ
- BENJAMIN STERN
- MR F GETTER
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/01/2025 | £2.1m | £2.0m |
| 31/01/2024 | £1.7m | £1.9m |
| 31/01/2023 | £1.8m | £1.7m |
| 31/01/2022 | £1.6m | £1.6m |
| 31/01/2021 | £1.5m | £1.4m |
Common questions
Is YAD SHLOMO TRUST financially healthy?
Per its FY2025 accounts: The accounts state that the charity reported a net incoming resource of £93,541 for the year ended 31 January 2025, resulting in total fund balances of £481,130. The trustees' report indicates that unrestricted funds (free reserves) were £3,700, which the trustees consider appropriate after considering future commitments. The auditor confirmed that the charity is a going concern with no material uncertainties identified. Its FY2025 accounts were audited by Glazers.
Who funds YAD SHLOMO TRUST?
Funders whose own accounts filings name YAD SHLOMO TRUST as a grant recipient include NEWPIER CHARITY LIMITED, CHASDEI MENASHE MEIR, BRUSHMILL LIMITED, GLENMATE LIMITED, CHAIM CHARITABLE COMPANY LIMITED.
Known funders
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| NEWPIER CHARITY LIMITED | FY2023 | £79k | |
| NEWPIER CHARITY LIMITED | FY2024 | £50k | |
| CHASDEI MENASHE MEIR | FY2024 | £27k | |
| CHASDEI MENASHE MEIR | FY2023 | £24k | |
| CHASDEI MENASHE MEIR | FY2022 | £22k | |
| BRUSHMILL LIMITED | FY2025 | £16k | |
| BRUSHMILL LIMITED | FY2023 | £14k | |
| CHASDEI MENASHE MEIR | FY2025 | £13k | |
| BRUSHMILL LIMITED | FY2021 | £12k | |
| GLENMATE LIMITED | FY2023 | £12k | Advancement of education |
| BRUSHMILL LIMITED | FY2022 | £12k | |
| CHAIM CHARITABLE COMPANY LIMITED | FY2021 | £12k | Medical |
| PAGET C.I.O. | FY2023 | £10k | Advancement of Jewish religion and education, and for the prevention or relief of poverty |
| FRIENDS OF ACHIEZER ARAD | FY2021 | £10k | |
| GLENMATE LIMITED | FY2021 | £6k | Medical |
| T. A. G. TRUST LTD | FY2023 | £5k | |
| OIZER CHARITABLE TRUST | FY2025 | amount not stated | |
| OIZER CHARITABLE TRUST | FY2024 | amount not stated |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| ACHISOMOCH AID COMPANY LIMITED | 1 | £659k |
| HURDALE CHARITY LIMITED | 1 | £535k |
| HOLMFIELD CHARITABLE TRUST | 1 | £490k |
| LATATE LIMITED | 1 | £232k |
| BEIS MENACHEM CHABAD LUBAVITCH | 1 | £206k |
| FRIENDS OF WMSBG-KOLEL DAMESEK ELIEZER | 1 | £177k |
| BETTENHURST CHARITY LIMITED | 1 | £161k |
| FOUNTAIN OF CHESSED LIMITED | 1 | £109k |
Charities like this
- YAD VEACHISOMOCH L'CHAIM
- THE SHALOM TRUST
- YESHUAS AVRHOM LTD
- YAD VOEZER LIMITED
- Y G S YESHIVA GEDOLA SEMINAR
- S O CHARITABLE TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| YAD SHLOMO TRUST | £2.1m | — | 0 | below | — | no doubt |
| YAD VEACHISOMOCH L'CHAIM | £834k | — | 0 | unclear | — | no doubt |
| THE SHALOM TRUST | £36k | — | 0 | unclear | — | no doubt |
| YESHUAS AVRHOM LTD | £486k | — | 0 | above | — | no doubt |
| YAD VOEZER LIMITED | £3.5m | — | — | unclear | — | no doubt |
| Y G S YESHIVA GEDOLA SEMINAR | £713k | — | 0 | unclear | — | noted |