Charity Accounts Intelreading the accounts so you don’t have to

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.

Causes: Education/training · The Prevention Or Relief Of Poverty · Grant history (this charity is a funder) · Get email alerts

Latest income
£243k
Latest spending
£657k
Registered
1972
Accounts read
FY2025

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

Largest income source: Donations and legacies (52% of income)
“During the year the charity received donation income of £125,550, investment income of £117,242 and other income of £491.” — page 4
Per its FY2025 accounts as filed with the Charity Commission.
Reserves position: below the charity's own stated reserves policy (held: £-153k; policy: sufficient to maintain regular grants at previous years levels)
“At the balance sheet date the charity had unrestricted reserves deficit balance of £152,693 (2024: £260,805 surplus).” — page 4
Per its FY2025 accounts as filed with the Charity Commission.
Going concern: noted by the trustees or auditor
“The Charity is reliant on continued financial support by way of a loan from Medal House Company, a related party, to enable it to meet its liabilities as they fall due. The loan is unsecured and repayable on demand. Medal House Company has confirmed that it will continue to provide this financial support for a period of at least 12 months from the date of approval of these financial statements.” — page 9
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Loan from Medal House Company, a related party, to enable it to continue its charitable activities and to make investments for the benefit of the charity, as outlined in Note 1.2.
“At the year end there was a loan balance of £2,967,691 (2024: £1,035,000) owed to Medal House Company, of which trustee D Lopian is a director and shareholder. This loan is repayable on demand and is not incurring interest.” — page 16
Per its FY2025 accounts as filed with the Charity Commission.

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

Year-over-year changes

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

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

Total income
£532k
Total spending
£390k
Reserves (reported)
£850k
Employees
0

Reported reserves equal ~26.1 months of spending — in the top quarter for charities its size (median 7.0 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 (2.9%) (benchmarks).

Trustees · trustee networks

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

Operates in: Throughout England And Wales

Income and spending

Financial year endIncomeSpending
05/04/2025£243k£657k
05/04/2024£57k£679k
05/04/2023£532k£390k
05/04/2022£397k£290k
05/04/2021£204k£268k

Common questions

Is THE HOLDEN CHARITABLE TRUST financially healthy?

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. Its FY2025 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.

FunderSimilar charities fundedAmount to them
SAMJO LIMITED2£2.0m
COMET CHARITIES LTD1£5.5m
ACHISOMOCH AID COMPANY LIMITED1£1.9m
DELAPAGE LIMITED1£1.1m
AMABRILL LTD1£241k
REIFER MEMORIAL LIMITED1£175k
NORTH LONDON WELFARE AND EDUCATIONAL FOUNDATION1£156k
ASATE LTD1£104k

Charities like this

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

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
THE HOLDEN CHARITABLE TRUST£243k—0below—noted
SHEMTOV CHARITABLE TRUST FY2024£738k—0unclear—no doubt
OIZER CHARITABLE TRUST FY2025£955k—0unclear—no doubt
S O CHARITABLE TRUST FY2025£149k—0unclear—no doubt
MENDEL KAUFMAN MEMORIAL TRUST FY2025£183k—0above—no doubt
DELVES CHARITABLE TRUST FY2025£222k—0above—no doubt

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