KMB ESTATES
To further those purposes both in the United Kingdom and abroad recognised as charitable by English Law.
Financial health, per its FY2025 accounts
The accounts state that the charity had unrestricted funds of £3,147,646 at the end of the year, though this represents a decrease from the previous year's £3,271,462 due to a net expenditure and investment losses. The trustees report that the financial position is satisfactory and that the charity is a going concern, supported by an assurance from its primary creditor regarding loan repayments. However, the charity has significant long-term liabilities of £3,533,517 and no employees.
What the accounts disclose
“Income from investment properties 431,675” — page 16
“It is the policy of the Charitable Company to maintain unrestricted funds, which include the free reserves of the charity, at a level which the trustees consider appropriate, taking into account the future commitments of the charity and the likely costs of the charity for the next year.” — page 5
“Notwithstanding the company's deficiency in net current assets, the financial statements have been prepared in accordance with the accounting principles appropriate to a going concern, as the director has a reasonable expectation that the company has adequate resources to continue in operational existence for the foreseeable future by meeting its liabilities as they fall due. This is on the basis that the Company has received an assurance from the primary creditor, that the amount owed to it will not be called for repayment until the company is in a position to make such a repayment without detriment to its ongoing activities.” — page 13
“Donations received represents an amount of £5,000 received from a Company connected with the trustees of the Charitable Company. No restrictions were attached to any donations received.” — page 20
“Other creditors represents loans aggregating £670,723 due to Companies connected with the trustees of the Charitable Company. The loans are interest-free and repayable on demand.” — page 20
“Donations received represents an amount of £5,000 received from a Company connected with the trustees of the Charitable Company. No restrictions were attached to any donations received.” — page 20
“Other creditors represents loans aggregating £670,723 due to Companies connected with the trustees of the Charitable Company. The loans are interest-free and repayable on demand.” — page 20
Trustees
- SHULEM BERGERchair
- DINAH BERGER
- JOEL BERGER
- SIMA STEIN
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £437k | £464k |
| 31/03/2024 | £393k | £326k |
| 31/03/2023 | £194k | £135k |
| 31/03/2022 | £176k | £78k |
| 31/03/2021 | £172k | £140k |
Common questions
Is KMB ESTATES financially healthy?
Per its FY2025 accounts: The accounts state that the charity had unrestricted funds of £3,147,646 at the end of the year, though this represents a decrease from the previous year's £3,271,462 due to a net expenditure and investment losses. The trustees report that the financial position is satisfactory and that the charity is a going concern, supported by an assurance from its primary creditor regarding loan repayments. However, the charity has significant long-term liabilities of £3,533,517 and no employees. Its FY2025 accounts were audited by Cohen Arnold.
Who funds KMB ESTATES?
Funders whose own accounts filings name KMB ESTATES as a grant recipient include CLASSQUOTE LIMITED.
Shared trustees with funders
- DINAH BERGER — trustee here and at CLASSQUOTE LIMITED
- SHULEM BERGER — trustee here and at CLASSQUOTE LIMITED
Known funders
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| CLASSQUOTE LIMITED | FY2023 | £18k |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| ASHKELON FOUNDATION | 1 | £438k |
| COL-RENO LIMITED | 1 | £77k |
| ANEINU LIMITED | 1 | £36k |
| NES FOUNDATION LTD | 1 | £33k |
| PENINIM CHARITY TRUST | 1 | £26k |
| THE UNION OF ORTHODOX HEBREW CONGREGATIONS | 1 | £20k |
| UOHC SUPERVISION LTD | 1 | £13k |
| SABENO LIMITED | 1 | £10k |
Charities like this
- KEREN TRUST
- POSSUK LIMITED
- MATAN ESTHER LIMITED
- PLOIEST ESTATES LIMITED
- KEREN SHMUEL
- STARLOW CHARITIES LIMITED
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| KMB ESTATES | £437k | — | 0 | unclear | — | noted |
| KEREN TRUST | £179k | — | 0 | unclear | — | no doubt |
| POSSUK LIMITED | £156k | — | 0 | below | — | no doubt |
| MATAN ESTHER LIMITED | £113k | — | 0 | unclear | — | no doubt |
| PLOIEST ESTATES LIMITED | £152k | — | 0 | unclear | — | no doubt |
| KEREN SHMUEL | £531k | — | 0 | below | — | no doubt |