J E JOSEPH CHARITABLE FUND
Make grants to Jewish charities for:-Relief of poverty-Relief of afflictions or suffering-Advancement of education-Advancement of Jewish religion-Other charitable objects
Latest income
£130k
Latest spending
£231k
Registered
1962
Accounts read
FY2026
Financial health, per its FY2026 accounts
The accounts state that the charity holds unrestricted reserves of £118,081, which the trustees consider sufficient to cover management costs and respond to emergency grant applications. The charity reports no material uncertainties regarding its ability to continue as a going concern, citing significant unrestricted funds available to meet obligations as they fall due.
What the accounts disclose
Reserves position: below the charity's own stated reserves policy (held: £118k; policy: nine months of unrestricted expenditure)
“The free reserves of the trust as at 5 April 2026, which are the unrestricted funds, amounted to £118,081 (2025: £135,621). It is the policy of the Trust to allocate grants within nine months of the accounts for the previous financial year being approved, up to a level in line with the unrestricted distributable income funds shown in those accounts. The Directors consider that a level of nine months is sufficient” — page 6
Per its FY2026 accounts as filed with the Charity Commission.
Related-party transaction: Grant to Spanish and Portuguese Synagogue Welfare Board, of which S Kendal is a Trustee.
“During the year, a grant of £6,000 (2025: £5,000) was made to the Spanish and Portuguese Synagogue Welfare Board, of which S Kendal is a Trustee.” — page 21
“Grants of £9,000 (2025: £9,000) and £5,500 (2025: £5,000) were made to the British Friends of Shalva and UK Friends of Pardes, respectively. J H Corre is a Trustee of both charities.” — page 21
Per its FY2026 accounts as filed with the Charity Commission.
Related-party transaction: Grant to British Friends of Shalva, of which J H Corre is a Trustee.
“During the year, a grant of £6,000 (2025: £5,000) was made to the Spanish and Portuguese Synagogue Welfare Board, of which S Kendal is a Trustee.” — page 21
“Grants of £9,000 (2025: £9,000) and £5,500 (2025: £5,000) were made to the British Friends of Shalva and UK Friends of Pardes, respectively. J H Corre is a Trustee of both charities.” — page 21
Per its FY2026 accounts as filed with the Charity Commission.
Related-party transaction: Grant to UK Friends of Pardes, of which J H Corre is a Trustee.
“During the year, a grant of £6,000 (2025: £5,000) was made to the Spanish and Portuguese Synagogue Welfare Board, of which S Kendal is a Trustee.” — page 21
“Grants of £9,000 (2025: £9,000) and £5,500 (2025: £5,000) were made to the British Friends of Shalva and UK Friends of Pardes, respectively. J H Corre is a Trustee of both charities.” — page 21
Per its FY2026 accounts as filed with the Charity Commission.
Related-party transaction: Grant to The Work Avenue Association, of which S Pack is a Trustee.
“During the year, a grant of £6,000 (2025: £5,000) was made to the Spanish and Portuguese Synagogue Welfare Board, of which S Kendal is a Trustee.” — page 21
“Grants of £9,000 (2025: £9,000) and £5,500 (2025: £5,000) were made to the British Friends of Shalva and UK Friends of Pardes, respectively. J H Corre is a Trustee of both charities.” — page 21
Per its FY2026 accounts as filed with the Charity Commission.
Related-party transaction: Grant to JFS Charitable Trust, of which S Pack served as a Trustee until 1 September 2025.
“During the year, a grant of £6,000 (2025: £5,000) was made to the Spanish and Portuguese Synagogue Welfare Board, of which S Kendal is a Trustee.” — page 21
“Grants of £9,000 (2025: £9,000) and £5,500 (2025: £5,000) were made to the British Friends of Shalva and UK Friends of Pardes, respectively. J H Corre is a Trustee of both charities.” — page 21
Per its FY2026 accounts as filed with the Charity Commission.
Corporate structure
- Registered company of the charity Companies House 11400999
Company officers (Companies House)
- MAGNUS, Suzanne Naomi not on trustee list
- MYER, Helen Isabelle not on trustee list
- SABAH, Denny Raphael not on trustee list
- PACK, Stephen Howard John not on trustee list
- SHEMTOB, Robert Alan not on trustee list
- SIMON, Abraham Moses not on trustee list
- CORRÉ, John Howard Abraham not on trustee list
- KENDAL, Susan Joyce not on trustee list
- LEON, Roger Jack Winston
Trustees
- J E Joseph Trustee Company Limited
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2026 | £130k | £231k |
| 05/04/2025 | £136k | £204k |
| 05/04/2024 | £126k | £210k |
| 05/04/2023 | £101k | £199k |
| 05/04/2022 | £94k | £194k |
Common questions
Is J E JOSEPH CHARITABLE FUND financially healthy?
Per its FY2026 accounts: The accounts state that the charity holds unrestricted reserves of £118,081, which the trustees consider sufficient to cover management costs and respond to emergency grant applications. The charity reports no material uncertainties regarding its ability to continue as a going concern, citing significant unrestricted funds available to meet obligations as they fall due. Its FY2026 accounts were independently examined.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| KEREN ASSOCIATION LIMITED | 1 | £188k |
| PPC TRUST | 1 | £75k |
| AHAVATH CHESSED CHARITABLE ASSOCIATION LIMITED | 1 | £58k |
| CARLEE LTD | 1 | £50k |
| SIVA CHARITABLE FUND | 1 | £33k |
Charities like this
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| J E JOSEPH CHARITABLE FUND | £130k | — | 0 | below | — | no doubt |
| UTRY | £998k | — | 0 | unclear | — | no doubt |
| BAY CHARITABLE TRUST | £193k | — | 0 | unclear | — | no doubt |
| TZIDKAS YOSEF | £740k | — | 0 | above | — | no doubt |
| 4 CHARITY FOUNDATION | £1.4m | — | 0 | unclear | — | no doubt |
| SEAEM | £201k | — | 0 | unclear | — | noted |