J E JOSEPH CHARITABLE FUND

Registered charity 209058 · accounts filings on the Charity Commission register

Make grants to Jewish charities for:-Relief of poverty-Relief of afflictions or suffering-Advancement of education-Advancement of Jewish religion-Other charitable objects

Objects

CHARITABLE PURPOSES FOR THE BENEFIT OF THE JEWISH COMMUNITIES NAMELY:- A) RELIEF OF POVERTY. B) RELIEF OF AFFLICTIONS OR SUFFERING OF POOR JEWS. C) ADVANCEMENT OF EDUCATION. D) ADVANCEMENT OF JEWISH RELIGION. E) OTHER CHARITABLE PURPOSES BENEFICIAL TO THE JEWISH COMMUNITIES.

Area of benefit: NOT DEFINED

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 · Disability · The Prevention Or Relief Of Poverty · Religious Activities · Grant history (this charity is a funder) · Get email alerts

Registered contact address: Hertsmere, East of England, England (from the postcode on the register)

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.

Automated summary of the FY2026 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Reserves position: below the charity's own stated reserves policy

“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.

Accounts independently examined (not a full audit). 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
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
Investment
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
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.

Self-declared on the annual return for the financial year ending 05/04/2026

Grant-making is its main activity

Self-declared on the annual return for the financial year ending 05/04/2025

Grant-making is its main activity

Self-declared on the annual return for the financial year ending 05/04/2024

Grant-making is its main activity

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

Corporate structure

Registered company of the charity Companies House 11400999

Company officers (Companies House)

Current officers of the charity’s own company per the Companies House register, cross-checked against the Charity Commission trustee list by name. A director not on the trustee list is usually a timing or naming difference between the two registers — check both records before drawing conclusions.

MAGNUS, Suzanne Naomi — director, appointed 18/12/2024not on trustee list
MYER, Helen Isabelle — director, appointed 18/12/2024not on trustee list
SABAH, Denny Raphael — director, appointed 17/07/2024not on trustee list
PACK, Stephen Howard John — director, appointed 06/06/2018not on trustee list
SHEMTOB, Robert Alan — director, appointed 06/06/2018not on trustee list
SIMON, Abraham Moses — director, appointed 06/06/2018not on trustee list
CORRÉ, John Howard Abraham — director, appointed 06/06/2018not on trustee list
KENDAL, Susan Joyce — director, appointed 06/06/2018not on trustee list
LEON, Roger Jack Winston — secretary, appointed 06/06/2018

Official officers record.

Trustees · trustee networks

J E Joseph Trustee Company Limited

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

Operates in: Hong Kong · India · Israel · Manchester City · Throughout London

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

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

Funder	Similar charities funded	Amount to them
SF FOUNDATION	1	£30k
GEMILLAS LTD	1	£20k
STARLOW CHARITIES LIMITED	1	£20k
YBP LIMITED	1	£18k
GOLDHEART CHARITY LIMITED	1	£16k
HIGHER TALMUDICAL EDUCATION LIMITED	1	£11k
BOURNEHEIGHTS LIMITED	1	£10k
T. A. G. TRUST LTD	1	£6k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with H P CHARITABLE TRUST.

H P CHARITABLE TRUST income £226k
THE JEWISH YOUTH FUND income £50k
S & J CHARITABLE TRUST income £67k
PPC TRUST income £983k
THE JOSEPH CHARITABLE TRUST income £505k
M AND R GROSS CHARITIES LIMITED income £4.1m

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
H P CHARITABLE TRUST FY2025	£226k	—	0	unclear	—	no doubt
THE JEWISH YOUTH FUND FY2025	£50k	—	0	unclear	—	no doubt
S & J CHARITABLE TRUST FY2025	£67k	—	0	above	—	no doubt
PPC TRUST FY2025	£983k	—	0	below	—	noted
THE JOSEPH CHARITABLE TRUST FY2025	£505k	—	0	unclear	—	no doubt

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