DAVID TANNEN CHARITABLE TRUST
TO PROMOTE JEWISH RELIGION AND EDUCATION BY PROVIDING GRANTS OR DIRECT FUNDING TO ESTABLISH, MAINTAIN AND SUPPORT JEWISH EDUCATIONAL, RELIGIOUS AND WELFARE INSTITUTIONS.
Objects
TO PAY OR APPLY THE CAPITAL OR INCOME OF THE TRUST FUND TO SUCH CHARITIES OR FOR SUCH CHARITABLE PURPOSES AS THE TRUSTEES MAY IN THEIR ABSOLUTE DISCRETION THINK FIT.
Financial health, per its FY2025 accounts
The accounts state that the charity holds free available reserves of £12,145,660, which the trustees confirm are sufficient to fund grants for the following two years and meet liquidity demands. The auditor confirmed that the use of the going concern basis of accounting is appropriate with no material uncertainties identified. The charity maintains a substantial investment property portfolio valued at £44,575,000 and has unrestricted funds totaling £35,046,208.
What the accounts disclose
“Rent from investment properties 2,995,989” — page 17
“The company is entitled to 10% of both the net rental income and the sales proceeds from a number of residential properties held on trust on its behalf by H Tannen - Kidlington. In the year under review, an amount of £43,833 (2024 - £43,818) included in other debtors relate to these properties, with income receivable of £15 (2024 - £36). Controlling party The controlling party is the trustees.” — page 24
Policies the charity declares
- 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
- 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)
Self-declared on the annual return for the financial year ending 30/06/2025
- Has a trading subsidiary
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 30/06/2024
- Has a trading subsidiary
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 30/06/2023
- Has a trading subsidiary
- Grant-making is its main activity
Structured financials (annual return, FY ending 30/06/2025)
Trustees
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 30/06/2025 | £3.5m | £3.1m |
| 30/06/2024 | £3.0m | £2.8m |
| 30/06/2023 | £2.7m | £2.1m |
| 30/06/2022 | £2.6m | £2.4m |
| 30/06/2021 | £3.1m | £2.3m |
Common questions
Is DAVID TANNEN CHARITABLE TRUST financially healthy?
Per its FY2025 accounts: The accounts state that the charity holds free available reserves of £12,145,660, which the trustees confirm are sufficient to fund grants for the following two years and meet liquidity demands. The auditor confirmed that the use of the going concern basis of accounting is appropriate with no material uncertainties identified. The charity maintains a substantial investment property portfolio valued at £44,575,000 and has unrestricted funds totaling £35,046,208. Its FY2025 accounts were audited by Melinek Fine LLP.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| ACHISOMOCH AID COMPANY LIMITED | 1 | £1.0m |
| B E PERL CHARITABLE TRUST | 1 | £50k |
| RINA CHARITABLE TRUST | 1 | £33k |
| THE BENZI DUNNER SCHOOLS TRUST | 1 | £32k |
| THE HUNTINGDON FOUNDATION LIMITED | 1 | £25k |
| COMET CHARITIES LTD | 1 | £20k |
| M AND S STORFER CHARITABLE TRUST | 1 | £15k |
| SABENO LIMITED | 1 | £11k |
Charities like this
- S K CHARITABLE TRUST
- D & D CHARITABLE TRUST
- S O CHARITABLE TRUST
- BERNARD KAHN CHARITABLE TRUST
- DUNMOS CHARITABLE TRUST
- H P CHARITABLE TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| DAVID TANNEN CHARITABLE TRUST | £3.5m | — | 0 | unclear | — | no doubt |
| S K CHARITABLE TRUST | £232k | — | 0 | above | — | no doubt |
| D & D CHARITABLE TRUST | £489k | — | 0 | unclear | — | no doubt |
| S O CHARITABLE TRUST | £149k | — | 0 | unclear | — | no doubt |
| BERNARD KAHN CHARITABLE TRUST | £90k | — | 0 | unclear | — | no doubt |
| DUNMOS CHARITABLE TRUST | £359k | — | 0 | above | — | no doubt |