YAD SHLOMO TRUST
THE CHARITY RUNS A VOUCHER SYSTEM ALLOWING DONORS TO MAKE GRANTS IN A TAX EFFICIENT MANNER.
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
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, PAGET C.I.O..
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 | |
| GLENMATE LIMITED | FY2023 | £12k | Advancement of education |
| BRUSHMILL LIMITED | FY2022 | £12k | |
| PAGET C.I.O. | FY2023 | £10k | Advancement of Jewish religion and education, and for the prevention or relief of poverty |
| T. A. G. TRUST LTD | FY2023 | £5k | |
| OIZER CHARITABLE TRUST | FY2025 | £0 | |
| OIZER CHARITABLE TRUST | FY2024 | — |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE AA TRUST | 2 | £39k |
| ZLOTCHIV | 2 | £21k |
| SAMJO LIMITED | 1 | £1.1m |
| AMABRILL LTD | 1 | £705k |
| CMZ LTD | 1 | £351k |
| THREE PILLARS TRUST | 1 | £343k |
| MAYFAIR CHARITIES LIMITED | 1 | £276k |
| THE ABC TRUST | 1 | £197k |
Charities like this
- CHASDEI SHLOMO
- KEHAL YISROEL D'CHASIDEI GUR
- KEREN CHOCHMAS SHLOMA TRUST
- SHEMTOV CHARITABLE TRUST
- SHLOMO MEMORIAL FUND LIMITED
- KAHAL CHASSIDIM BOBOV
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 |
| CHASDEI SHLOMO | £109k | — | 0 | unclear | — | no doubt |
| KEHAL YISROEL D'CHASIDEI GUR | £882k | — | 0 | unclear | — | no doubt |
| KEREN CHOCHMAS SHLOMA TRUST | £1.9m | — | 0 | unclear | — | no doubt |
| SHEMTOV CHARITABLE TRUST | £738k | — | 0 | unclear | — | no doubt |
| SHLOMO MEMORIAL FUND LIMITED | £14.6m | — | 0 | unclear | — | no doubt |