THE KATZ FAMILY CHARITABLE TRUST
Advancement of the Jewish Religion, support charities providing services to the Jewish community and other charitable purposes at the trustees discretion.
Objects
(1) THE ADVANCEMENT OF THE JEWISH RELIGION(2) TO SUPPORT CHARITIES PROVIDING CHARITABLE SERVICES TO THE JEWISH COMMUNITY(3) SUCH OTHER CHARITABLE PURPOSES AS THE TRUSTEES MAY FROM TIME TO TIME DECIDE TO SUPPORT.
Financial health, per its FY2025 accounts
The accounts state that the charity held unrestricted reserves of £10,012 at the year end, a decrease from £21,905 in the prior year. The trustees' report indicates a policy to maintain unrestricted funds at a level they deem appropriate after considering future commitments. The independent examiner confirmed that no material matters came to their attention during the examination of the financial statements.
What the accounts disclose
“As at 5 April 2025 the charity has total funds of £10,012, all of which are unrestricted funds.” — page 4
“During the year, donations of £30,300 (2024: £69,500) were received from related parties. No other related party transactions were made in the year under review.” — page 11
Policies the charity declares
- Complaints policy and procedures
- Conflicting interests
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Investing charity funds policy and procedures
- Risk management
- Safeguarding policy and procedures
- Safeguarding vulnerable beneficiaries
- Serious incident reporting policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
Trustees
- Ashley Katzchair
- Karina Katz
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2026 | £49k | £55k |
| 05/04/2025 | £48k | £60k |
| 05/04/2024 | £76k | £52k |
| 05/04/2023 | £32k | £46k |
| 05/04/2022 | £56k | £49k |
Common questions
Is THE KATZ FAMILY CHARITABLE TRUST financially healthy?
Per its FY2025 accounts: The accounts state that the charity held unrestricted reserves of £10,012 at the year end, a decrease from £21,905 in the prior year. The trustees' report indicates a policy to maintain unrestricted funds at a level they deem appropriate after considering future commitments. The independent examiner confirmed that no material matters came to their attention during the examination of the financial statements. Its FY2025 accounts were independently examined.