THE ROSE MEMORIAL TRUST
ADVANCEMENT AND FURTHERANCE OF THE ORTHODOX JEWISH RELIGION AND JEWISH EDUCATION AND THE ALLEVIATION OF POVERTY AMONG THE JEWISH COMMUNITY THROUGHOUT THE WORLD
Objects
I THE ADVANCEMENT AND FURTHERANCE OF THE ORTHODOX JEWISH RELIGION AND JEWISH EDUCATION AND THE ALLEVIATION OF POVERTY AMONG THE JEWISH COMMUNITY THROUGHOUT THE WORLDII THE FURTHERANCE OF SUCH OTHER OBJECTS THAT ARE EXCLUSIVELY CHARITABLE UNDER THE LAW OF ENGLAND AND WALES AS THE TRUSTEES MAY FROM TIME TO TIME DETERMINE
Financial health, per its FY2025 accounts
The accounts state that unrestricted funds decreased from £4,077 to £3,494 due to a net expenditure of £583, as charitable donations made (£109,238) exceeded incoming donations (£108,955). The charity holds no restricted funds and has current creditors of £2,344 against cash assets of £5,838, resulting in net current assets of £3,494. The trustees report that the charity is exempt from tax and has adopted FRS 102 accounting standards.
What the accounts disclose
“Donations and legacies 108,955”
Policies the charity declares
- Internal charity financial controls policy and procedures
- Investing charity funds 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 30/09/2025
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 30/09/2024
- Volunteers: 1
Annual return filing dates (Charity Commission record)
Of its last 5 annual returns with a recorded received date, 2 were received after the due date: year ending 30/09/2023 (received 23/09/2024, 55 days after the 30/07/2024 due date); year ending 30/09/2022 (received 23/09/2024, 421 days after the 30/07/2023 due date).
Trustees
- DAVID IAN ROSEchair
- Dr Jeremy Phillips
- Nahva Rose
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 30/09/2025 | £109k | £109k |
| 30/09/2024 | £126k | £123k |
| 30/09/2023 | £153k | £153k |
| 30/09/2022 | £118k | £128k |
| 30/09/2021 | £103k | £93k |
Common questions
Is THE ROSE MEMORIAL TRUST financially healthy?
Per its FY2025 accounts: The accounts state that unrestricted funds decreased from £4,077 to £3,494 due to a net expenditure of £583, as charitable donations made (£109,238) exceeded incoming donations (£108,955). The charity holds no restricted funds and has current creditors of £2,344 against cash assets of £5,838, resulting in net current assets of £3,494. The trustees report that the charity is exempt from tax and has adopted FRS 102 accounting standards. Its FY2025 accounts were independently examined.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE HELPING FOUNDATION | 1 | £10.0m |
Charities like this
- THE WYSELIOT ROSE CHARITABLE TRUST
- C AND F CHARITABLE TRUST
- M.K. ROSE CHARITABLE TRUST
- A W CHARITABLE TRUST
- LINGATE CHARITABLE TRUST
- THE BL MINYAN
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE ROSE MEMORIAL TRUST | £109k | — | 0 | unclear | — | no doubt |
| THE WYSELIOT ROSE CHARITABLE TRUST | £115k | — | 0 | above | — | no doubt |
| C AND F CHARITABLE TRUST | £127k | — | 0 | unclear | — | no doubt |
| M.K. ROSE CHARITABLE TRUST | £32k | — | 0 | unclear | — | no doubt |
| A W CHARITABLE TRUST | £17.6m | — | 0 | unclear | — | no doubt |
| LINGATE CHARITABLE TRUST | £122k | — | 0 | unclear | — | no doubt |