JEWISH LEGACY GIVING

Registered charity 1144193 · accounts filings on the Charity Commission register

To promote the importance of legacy giving throughout the UK

Objects

THE PROMOTION OF THE EFFICIENCY AND EFFECTIVENESS OF CHARITIES FOR THE PUBLIC BENEFIT BY PROMOTING FUNDRAISING AND LEGACY GIVING PARTICULARLY FROM (BUT NOT LIMITED TO) WITHIN THE UK JEWISH COMMUNITY.

Area of benefit: NOT DEFINED

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 · website · Get email alerts

Latest income

£49k

Latest spending

£44k

Registered

2011

Accounts read

FY2024

Financial health, per its FY2024 accounts

The accounts state that the charity reported a net surplus of £4,464 for the year ended 31 December 2024, with unrestricted funds increasing to £14,866. The trustees confirm that resources are adequate to meet foreseeable obligations and that the charity is operating on a going concern basis. The charity maintains unrestricted reserves at a level equivalent to between two and three months of expenditure, which the trustees consider sufficient to ensure continuity of activities.

Automated summary of the FY2024 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Largest income source: Subscriptions (100% of income)

“Subscriptions 48,942” — page 11

Per its FY2024 accounts as filed with the Charity Commission.

Reserves policy: between two and three month’s expenditure (held: £15k)

“{tis the policy of the charity that unrestricted funds which have not been designated for a specific use should be maintained at a level equivalent to between two and three month’s expenditure.” — page 4

Per its FY2024 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 5 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.

Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Risk management

Corporate structure

Registered company of the charity Companies House 07660876 · Financial health read from its filings

Company officers (Companies House)

Current officers of the charity’s own company per the Companies House register, cross-checked against the Charity Commission trustee list by name. A director not on the trustee list is usually a timing or naming difference between the two registers — check both records before drawing conclusions.

MILLER, Nicola Anne — director, appointed 01/05/2026not on trustee list
SHORRICK, Elliot Adam — director, appointed 01/05/2026not on trustee list
DIAMOND, Melanie Elaine — director, appointed 01/01/2020on trustee list
BROZA, Anthony — director, appointed 30/09/2018on trustee list
EVANS, Peter John — director, appointed 13/12/2017on trustee list
GREENBERG, Steven David — director, appointed 11/04/2016on trustee list

Official officers record.

Public profiles (found on the charity’s own website): facebook · instagram

Trustees · trustee networks

Anthony Broza · trustee of 1 other charity
Harvey Bratt
Melanie Diamond
Peter Evans
Steven Greenberg

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

Operates in: Throughout England And Wales

Income and spending

Financial year end	Income	Spending
31/12/2024	£49k	£44k
31/12/2023	£48k	£41k
31/12/2022	£52k	£83k
31/12/2021	£62k	£55k
31/12/2020	£66k	£60k

Common questions

Is JEWISH LEGACY GIVING financially healthy?

Per its FY2024 accounts: The accounts state that the charity reported a net surplus of £4,464 for the year ended 31 December 2024, with unrestricted funds increasing to £14,866. The trustees confirm that resources are adequate to meet foreseeable obligations and that the charity is operating on a going concern basis. The charity maintains unrestricted reserves at a level equivalent to between two and three months of expenditure, which the trustees consider sufficient to ensure continuity of activities. Its FY2024 accounts were independently examined.