BOB AND MICHELLE SHEMTOB CHARITABLE TRUST
Grant Maker
Objects
THE TRUSTEES SHALL HOLD THE TRUST FUND AND ITS INCOME UPON TRUST TO APPLY THEM FOR THE PUBLIC BENEFIT BY MAKING GRANTS TO ADVANCE THE FOLLOWING EXCLUSIVELY CHARITABLE PURPOSES: 1.1 THE ADVANCEMENT OF EDUCATION AND IMPROVEMENT OF HEALTH THROUGH PROVIDING SUPPORT TO PROJECTS AND FUNDING RESEARCH WHICH ASSISTS PEOPLE OF ALL AGES WHO ARE SUFFERING FROM ANY FORM OF DISABILITY (WHETHER PHYSICAL OR MENTAL) AND THEIR FAMILIES, WHICH ARE RUN (SO FAR AS IS RELEVANT) IN ACCORDANCE WITH THE TENETS OF THE JEWISH RELIGION; 1.2 THE ADVANCEMENT OF HEALTH AND THE SAVING OF LIVES BY SUPPORTING PROJECTS AND FUNDING RESEARCH WHICH ASSISTS PEOPLE OF ALL AGES WHO ARE SUFFERING FROM ANY FORM OF ILLNESS, AND THEIR FAMILIES, WHICH ARE RUN (SO FAR AS IS RELEVANT) IN ACCORDANCE WITH THE TENETS OF THE JEWISH RELIGION; AND1.3 THE ADVANCEMENT OF EDUCATION THROUGH SUPPORTING EDUCATION ON JEWISH RELIGION, HISTORY AND CULTURE.
Financial health, per its FY2025 accounts
The accounts state that the charity held unrestricted reserves of £1,339,848 at the year end, an increase from the previous year's £1,256,837. The trustees report that the charity has adequate resources to continue in operational existence for the foreseeable future. The charity's reserves policy is reviewed annually to take into account future needs and opportunities.
What the accounts disclose
“The Charity has in place a reserves policy whereby adequate reserves are maintained taking into account its analysis of future needs and opportunities in its area of operation and having regard to expectations of its future levels of income and expenditure.” — page 4
Policies the charity declares
- Conflicting interests
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Investing charity funds policy and procedures
- Investment
- Trustee conflicts of interest policy and procedures
Trustees
- ROBERT ALAN SHEMTOBchair
- Katie Shemtob
- Lauren Kalms
- Michelle Shemtob
- Sarah Nagli
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/12/2025 | £49k | £51k |
| 31/12/2024 | £50k | £49k |
| 31/12/2023 | £43k | £49k |
| 31/12/2022 | £31k | £39k |
| 31/12/2021 | £29k | £48k |
Common questions
Is BOB AND MICHELLE SHEMTOB CHARITABLE TRUST financially healthy?
Per its FY2025 accounts: The accounts state that the charity held unrestricted reserves of £1,339,848 at the year end, an increase from the previous year's £1,256,837. The trustees report that the charity has adequate resources to continue in operational existence for the foreseeable future. The charity's reserves policy is reviewed annually to take into account future needs and opportunities. Its FY2025 accounts were independently examined.