SOLI KELATY AND ISAAC LEVY MEMORIAL TRUST

Registered charity 1123184 · accounts filings on the Charity Commission register

To raise funds for worthwhile charitable causes selected at the discretion of the trustees

Objects

TO PROVIDE OR ASSIST IN THE PROVISION OF FACILITIES IN THE INTERESTS OF SOCIAL WELFARE FOR RECREATION OR OTHER LEISURE TIME OCCUPATION OF INDIVIDUALS WHO HAVE NEED OF SUCH FACILITIES BY REASON OF THEIR YOUTH AGE INFIRMITY OR DISABILITY FINANCIAL HARDSHIP OR SOCIAL CIRCUMSTANCES WITH THE OBJECT OF IMPROVING THEIR CONDITIONS OF LIFE INCLUDING BUT NOT BY WAY OF LIMITATION FOR THE LOCAL SEPHARDIC JEWISH COMMUNITY IN CONJUNCTION WITH THE NEIGHBOURING HERCHAL LEAH SYNAGOGUE AND OTHER LOCAL JEWISH COMMUNITY ORGANISATIONS IN SUCH PARTS OF THE LONDON BOROUGH OF BARNET, AND SUCH OTHER PARTS OF THE UNITED KINGDOM AND THE WORLD AS THE TRUSTEES MAY FROM TIME TO TIME DETERMINE

Area of benefit: BARNET AND OTHER PARTS OF UNITED KINGDOM

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: General Charitable Purposes · Economic/community Development/employment · Get email alerts

Registered contact address: Haringey, London, England (from the postcode on the register)

Latest income
£36k
Latest spending
£16k
Registered
2008
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity achieved a net surplus of £19,388 for the year ended 31 March 2025, with total unrestricted funds increasing to £610,486. The charity holds significant investment property valued at £787,864, which forms the bulk of its net assets. Per the trustees' report, the organization is an unincorporated charity with no stated reserves policy target.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Largest income source: Investment income
“Rents received 35,586” — page 8
Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 3 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Self-declared on the annual return for the financial year ending 31/03/2025

  • Volunteers: 1
  • Grant-making is its main activity

Self-declared on the annual return for the financial year ending 31/03/2024

  • Volunteers: 1

Self-declared on the annual return for the financial year ending 31/03/2023

  • Volunteers: 1

Source: this charity’s annual returns on the Charity Commission register.

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 31/03/2023 (received 14/05/2024, 104 days after the 31/01/2024 due date).

Due and received dates as recorded in the Commission’s annual-return data; the data does not say whether an extension was agreed. Source: this charity’s annual returns on the Charity Commission register.

Trustees · trustee networks

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

Operates in: Barnet

Income and spending

Financial year endIncomeSpending
31/03/2025£36k£16k
31/03/2024£35k£17k
31/03/2023£35k£12k
31/03/2022£36k£7k
31/03/2021£35k£10k

Common questions

Is SOLI KELATY AND ISAAC LEVY MEMORIAL TRUST financially healthy?

Per its FY2025 accounts: The accounts state that the charity achieved a net surplus of £19,388 for the year ended 31 March 2025, with total unrestricted funds increasing to £610,486. The charity holds significant investment property valued at £787,864, which forms the bulk of its net assets. Per the trustees' report, the organization is an unincorporated charity with no stated reserves policy target. Its FY2025 accounts were independently examined.

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.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with SOLI AND LEAH KELATY FAMILY TRUST FUND.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
SOLI KELATY AND ISAAC LEVY MEMORIAL TRUST£36k—0unclear—no doubt
SOLI AND LEAH KELATY FAMILY TRUST FUND FY2025£122k—0unclear—no doubt
THOMAS LILLEY MEMORIAL TRUST FY2026£37k—0unclear—no doubt
JOSEPH LEVY FOUNDATION FY2025£757k——unclear—no doubt
THE YONAH AND REISEL REINER MEMORIAL TRUST FY2025£86k—0unclear—no doubt
THE PELLY CHARITABLE TRUST CIO FY2025£56k—0unclear—no doubt

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