BEROSA CHARITY LIMITED
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).
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?
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 |
|---|---|---|
| TAGMARSH CHARITY LIMITED | FY2023 | £800k |
| TAGMARSH CHARITY LIMITED | FY2024 | £314k |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| STARLOW CHARITIES LIMITED | 1 | £1.5m |
| GERSON BERGER ASSOCIATION LIMITED | 1 | £555k |
| MAASEH TZEDUKEH V'CHESED | 1 | £144k |
| AHAVATH CHESSED CHARITABLE ASSOCIATION LIMITED | 1 | £58k |
| VAIDICHKA | 1 | £48k |
| SHULEM B. ASSOCIATION LIMITED | 1 | £45k |
| WISEHEIGHTS LIMITED | 1 | £30k |
| SHAAREI RACHAMIM LIMITED | 1 | £10k |