THE SECOND JOSEPH AARON LITTMAN FOUNDATION

Registered charity 201892 · accounts filings on the Charity Commission register

Relief of poverty worldwideAdvancement of knowledge worldwide

Objects

GENERAL CHARITABLE PURPOSES.

Area of benefit: NATIONAL

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: Education/training · The Advancement Of Health Or Saving Of Lives · The Prevention Or Relief Of Poverty · Religious Activities · Other Charitable Purposes · Grant history (this charity is a funder) · Get email alerts

Registered contact address: Somerset, South West, England (from the postcode on the register)

Financial health, per its FY2025 accounts

The accounts state that unrestricted funds total £6,582,301, which is below the trustees' stated policy target of maintaining reserves equivalent to three years' rental income. The charity reported a net movement in funds of -£1,029,496 due to significant revaluation losses on investments, although it generated a positive cash flow from operations and investment income.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Accounts audited by Sumer Auditco Limited. Discloses 4 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.

• Bullying and harassment policy and procedures
• Campaigns and political activity policy and procedures
• Complaints policy and procedures
• Engaging external speakers at charity events policy and procedures
• Financial reserves policy and procedures
• Internal charity financial controls policy and procedures
• Internal risk management policy and procedures
• Investing charity funds policy and procedures
• Investment
• Risk management
• Safeguarding policy and procedures
• Serious incident reporting policy and procedures
• Social media policy and procedures
• Trustee conflicts of interest policy and procedures
• Trustee expenses policy and procedures

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Source: this charity’s annual returns on the Charity Commission register.

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 05/04/2023 (received 06/03/2024, 30 days after the 05/02/2024 due date); year ending 05/04/2022 (received 06/02/2023, 1 day after the 05/02/2023 due date).

Due and received dates as recorded in the Commission’s annual-return data; the data does not say whether an extension was agreed. Source: this charity’s annual returns on the Charity Commission register.

Structured financials (annual return, FY ending 05/04/2024)

Reported reserves equal ~32.9 months of spending — in the top quarter for charities its size (median 7.2 months; benchmarks).

Per its annual return, largest income source: Investments (100% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 7.6% of total income — above the median for charities its size (3.2%) (benchmarks).

Trustees · trustee networks

• Andrew Graham Rosen
• Joanna Karen Littman · trustee of 1 other charity
• MRS C LITTMAN · trustee of 1 other charity

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

Operates in: Throughout England And Wales

Income and spending

Common questions

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE LOFTHOUSE FOUNDATION.

• THE LOFTHOUSE FOUNDATION income £82.3m
• LITTLE GIVING income £650k
• THE JULIUS SILMAN CHARITABLE TRUST income £32k
• Livingston Charitable Trust income £489k
• THE A W LYMN CENTENARY FOUNDATION income £29k
• THE RECOGNISED FOUNDATION LIMITED income £30k

Side by side with its peers

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.