THE HOLDEN CHARITABLE TRUST

Registered charity 264185 · accounts filings on the Charity Commission register

The Holden Charitable Trust exists to receive and distribute charitable donations to worthy causes primarily within the Jewish community.

Objects

GENERAL CHARITABLE PURPOSES

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

Registered contact address: Salford, North West, England (from the postcode on the register)

Financial health, per its FY2025 accounts

The accounts state that the charity holds unrestricted reserves in a deficit position of £152,693, a significant deterioration from the previous year's surplus. The trustees note that the charity is reliant on a loan from a related party to meet liabilities as they fall due, though this support is confirmed for at least 12 months. Despite the deficit, the charity maintains cash reserves of £176,970 to facilitate immediate donations and future investment purposes.

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

What the accounts disclose

Accounts independently examined (not a full audit). Discloses 4 of 6 completeness components.

Year-over-year changes

• Reserves position vs the charity's own policy moved from "above" (FY2024) to "below" (FY2025).
• Going concern: no going-concern doubt (FY2024) → going-concern doubt noted (FY2025).

Comparing this charity’s FY2024 and FY2025 accounts as analysed by this site.

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.

• Complaints 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
• Safeguarding policy and procedures
• Serious incident reporting 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.

Structured financials (annual return, FY ending 05/04/2023)

Reported reserves equal ~26.1 months of spending — in the top quarter for charities its size (median 7.2 months; benchmarks).

Per its annual return, largest income source: Donations and legacies (85% 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: 0.0% of total income — below the median for charities its size (3.2%) (benchmarks).

Trustees · trustee networks

• Boruch Zvi Portnoy · trustee of 2 other charities
• Daniel Akiva Lopian · trustee of 1 other charity
• MICHAEL BENJAMIN LOPIAN · 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 D & D CHARITABLE TRUST.

• D & D CHARITABLE TRUST income £489k
• BERNARD KAHN CHARITABLE TRUST income £90k
• SHEMTOV CHARITABLE TRUST income £738k
• H P CHARITABLE TRUST income £226k
• L.H.H. LIMITED income £79k
• THE HOUSTON CHARITABLE TRUST income £77k

Side by side with its peers

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