B E PERL CHARITABLE TRUST
The principal activities of the trust were to advance education in and the religion of the Orthodox Jewish Faith and for such other purposes as are recognised as charitable.To achieve the objects the trust uses its income to make charitable donations and grants to Jewish schools, other educational organisations and other charities.
Objects
TO ADVANCE EDUCATION IN AND THE RELIGION OF THE ORTHODOX JEWISH FAITH AND FOR SUCH OTHER PURPOSES AS ARE RECOGNISED BY ENGLISH LAW AS CHARITABLE.
Financial health, per its FY2025 accounts
The accounts state that the charity holds unrestricted reserves of £31,431,013, which the trustees consider adequate to fulfill charitable obligations and maintain grant-making activities. The charity is funded primarily by rental income from an investment property portfolio valued at £23.6m and has no borrowings, resulting in a net asset position of £31,431,013.
What the accounts disclose
“The charity and its Group aims to maintain reserves in order that it is in a position to continue its grant making activities at a consistent level and to cover contingencies of additional calls being made upon the charity and its Group for support of organisations or institutions in times of need.” — page 7
“As at the balance sheet date The Huntingdon Foundation Limited owed the charity £942,303 (2024: £658,944).” — page 27
“As at the balance sheet date the charity owed GYG Estates Limited £965 (2024: debtor of £54).” — page 27
“As at the balance sheet date The Huntingdon Foundation Limited owed the charity £942,303 (2024: £658,944).” — page 27
“As at the balance sheet date the charity owed GYG Estates Limited £965 (2024: debtor of £54).” — page 27
“Churchill House Management Limited - Wholly owned trading company.” — page 7
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
- 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)
Self-declared on the annual return for the financial year ending 31/03/2025
- Has a trading subsidiary
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 31/03/2024
- Has a trading subsidiary
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 31/03/2023
- Has a trading subsidiary
- Grant-making is its main activity
Structured financials (annual return, FY ending 31/03/2025)
Trustees
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £3.0m | £2.5m |
| 31/03/2024 | £3.0m | £2.4m |
| 31/03/2023 | £3.0m | £2.0m |
| 31/03/2022 | £2.5m | £1.5m |
| 31/03/2021 | £2.5m | £1.6m |
Common questions
Is B E PERL CHARITABLE TRUST financially healthy?
Per its FY2025 accounts: The accounts state that the charity holds unrestricted reserves of £31,431,013, which the trustees consider adequate to fulfill charitable obligations and maintain grant-making activities. The charity is funded primarily by rental income from an investment property portfolio valued at £23.6m and has no borrowings, resulting in a net asset position of £31,431,013. Its FY2025 accounts were audited by Melinek Fine LLP.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| NEWPIER CHARITY LIMITED | 1 | £61k |
| YETEV LEV LONDON JERUSALEM TRUST | 1 | £60k |
| BEAULAND LIMITED | 1 | £60k |
| TRUEDENE CO LIMITED | 1 | £27k |
| SHAAREI RACHAMIM LIMITED | 1 | £20k |
| THE LAUFFER FAMILY CHARITABLE TRUST | 1 | £20k |
| GOLDHEART CHARITY LIMITED | 1 | £10k |
Charities like this
- BERKTHORNE LTD
- KEHAL CHAREDIM TRUST
- THE BRITISH JEWISH HERITAGE SOCIETY
- THE Y & B CHARITABLE TRUST
- THE CHARLES PEEL 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 |
|---|---|---|---|---|---|---|
| B E PERL CHARITABLE TRUST | £3.0m | — | 0 | unclear | — | no doubt |
| BERKTHORNE LTD | £95k | — | 0 | above | — | no doubt |
| KEHAL CHAREDIM TRUST | £427k | — | 0 | unclear | — | noted |
| THE BRITISH JEWISH HERITAGE SOCIETY | £321k | — | — | unclear | — | no doubt |
| THE Y & B CHARITABLE TRUST | £56k | — | 0 | unclear | — | no doubt |
| THE CHARLES PEEL CHARITABLE TRUST | £29k | — | 0 | unclear | — | no doubt |