BEROSA CHARITY LIMITED
The charity's objectives are to promote the advancement of religion in accordance with the orthodox Jewish faith, the relief of poverty and for such other purposes as are recognised by English Law as charitable. The Charity was dormant throughout the year.
Objects
1. THE ADVANCEMENT OF RELIGION IN ACCORDANCE WITH THE ORTHODOX JEWISH FAITH. 2. THE RELIEF OF POVERTY AND 3. FOR SUCH OTHER PURPOSES AS ARE RECOGNISED BY ENGLISH LAW AS CHARITABLE.
Financial health, per its FY2025 accounts
The accounts state that unrestricted reserves stood at £1,519,995, an increase from the previous year's £1,040,251. The charity holds significant investment properties valued at £3,336,465 but also carries substantial long-term liabilities, including bank loans of £2,028,579 secured against those investments. The trustees report that financial sustainability is a major risk but confirm adequate resources to meet liabilities as they fall due.
What the accounts disclose
“It is the policy of the charity to maintain unrestricted funds, which are the free reserve of the charity, at a level, which the trustees think appropriate after considering the future commitments of the charity and the likely administrative costs of the charity for the next year.”
“During the year, donations amounting to £49,500 (2024: £314,000) were received from related parties.” — page 17
“During the year, the charity donated £30,000 (2024: £20,000) to The Wineburg Foundation, a charity with common trustees.” — page 17
“During the year, donations amounting to £49,500 (2024: £314,000) were received from related parties.” — page 17
“During the year, the charity donated £30,000 (2024: £20,000) to The Wineburg Foundation, a charity with common trustees.” — page 17
“During the year, donations amounting to £49,500 (2024: £314,000) were received from related parties.” — page 17
“During the year, the charity donated £30,000 (2024: £20,000) to The Wineburg Foundation, a charity with common trustees.” — page 17
“During the year, donations amounting to £49,500 (2024: £314,000) were received from related parties.” — page 17
“During the year, the charity donated £30,000 (2024: £20,000) to The Wineburg Foundation, a charity with common trustees.” — page 17
Year-over-year changes
- Going concern: going-concern doubt noted (FY2024) → no going-concern doubt (FY2025).
Policies the charity declares
- Complaints handling
- 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
- 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
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 30/06/2024
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 30/06/2023
- Grant-making is its main activity
Property (HM Land Registry)
Structured financials (annual return, FY ending 30/06/2023)
Trustees
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 30/06/2025 | £156k | £347k |
| 30/06/2024 | £314k | £184k |
| 30/06/2023 | £800k | £5k |
| 30/06/2022 | £0 | £1k |
| 30/06/2021 | £3k | £402k |
Common questions
Is BEROSA CHARITY LIMITED financially healthy?
Per its FY2025 accounts: The accounts state that unrestricted reserves stood at £1,519,995, an increase from the previous year's £1,040,251. The charity holds significant investment properties valued at £3,336,465 but also carries substantial long-term liabilities, including bank loans of £2,028,579 secured against those investments. The trustees report that financial sustainability is a major risk but confirm adequate resources to meet liabilities as they fall due. Its FY2025 accounts were independently examined.
Who funds BEROSA CHARITY LIMITED?
Funders whose own accounts filings name BEROSA CHARITY LIMITED as a grant recipient include TAGMARSH CHARITY LIMITED.
Shared trustees with funders
- MR B BARD — trustee here and at TAGMARSH CHARITY LIMITED
- SYDNEY SAMUEL SINITSKY — trustee here and at TAGMARSH CHARITY LIMITED
- Shalom Ervin Berkovits — trustee here and at TAGMARSH CHARITY LIMITED
Known funders
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| TAGMARSH CHARITY LIMITED | FY2023 | £800k | |
| TAGMARSH CHARITY LIMITED | FY2024 | £314k |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| AHAVATH CHESSED CHARITABLE ASSOCIATION LIMITED | 1 | £58k |
| GATESHEAD KEHILLA KOLLEL LTD | 1 | £29k |
| GIVE US A CHANCE | 1 | £28k |
| YESODEY HATORAH TRUST | 1 | £25k |
| JAY EDUCATION TRUST | 1 | £11k |
Charities like this
- THE BERSAM TRUST
- PREMIERQUOTE LIMITED
- ORAYSA UK LTD
- BEREST CHARITIES
- MERKAZ HATORAH LIMITED
- EZER VESAAD TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| BEROSA CHARITY LIMITED | £156k | — | 0 | unclear | — | no doubt |
| THE BERSAM TRUST | £234k | — | 0 | unclear | — | no doubt |
| PREMIERQUOTE LIMITED | £1.3m | — | 0 | above | — | no doubt |
| ORAYSA UK LTD | £114k | — | 0 | unclear | — | no doubt |
| BEREST CHARITIES | £214k | — | 0 | above | — | no doubt |
| MERKAZ HATORAH LIMITED | £237k | — | 0 | unclear | — | no doubt |