SOLI KELATY AND ISAAC LEVY MEMORIAL TRUST
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
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.
What the accounts disclose
“Rents received 35,586” — page 8
Policies the charity declares
- Complaints policy and procedures
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 31/03/2025
- 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
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).
Trustees
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 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
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| ZOREYA TZEDOKOS | 1 | £738k |
| SHULEM B. ASSOCIATION LIMITED | 1 | £524k |
| BOROUGHLEA LIMITED | 1 | £120k |
| MAYHEIGHTS LIMITED | 1 | £80k |
| KH D'SATMAR LTD | 1 | £70k |
| LOCALTRENT LIMITED | 1 | £44k |
| BEIS MINCHAS YITZCHOK TRUST | 1 | £22k |
| SHAAREI RACHAMIM LIMITED | 1 | £18k |
Charities like this
- SOLI AND LEAH KELATY FAMILY TRUST FUND
- THOMAS LILLEY MEMORIAL TRUST
- JOSEPH LEVY FOUNDATION
- THE YONAH AND REISEL REINER MEMORIAL TRUST
- THE PELLY CHARITABLE TRUST CIO
- THE CHARITABLE FUND OF RABBI ABRAHAM AND ESTELLE LEVY
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| SOLI KELATY AND ISAAC LEVY MEMORIAL TRUST | £36k | — | 0 | unclear | — | no doubt |
| SOLI AND LEAH KELATY FAMILY TRUST FUND | £122k | — | 0 | unclear | — | no doubt |
| THOMAS LILLEY MEMORIAL TRUST | £37k | — | 0 | unclear | — | no doubt |
| JOSEPH LEVY FOUNDATION | £757k | — | — | unclear | — | no doubt |
| THE YONAH AND REISEL REINER MEMORIAL TRUST | £86k | — | 0 | unclear | — | no doubt |
| THE PELLY CHARITABLE TRUST CIO | £56k | — | 0 | unclear | — | no doubt |