A W CHARITABLE TRUST
Provides grants to institutions set up to support the needy and to those furthering the Orthodox Jewish Religion and Orthodox Jewish education.
Objects
FOR SUCH CHARITABLE PURPOSES OF CHARITABLE INSTITUTIONS AS THE TRUSTEES MAY FROM TIME TO TIME IN THEIR ABSOLUTE DISCRETION DETERMINE.
Financial health, per its FY2025 accounts
The accounts state that unrestricted revenue funds increased to £249,199,801, while total unrestricted funds decreased to £270,497,918 due to a significant unrealised loss on investment revaluations. The trustees consider the financial performance satisfactory and confirm that resources are adequate to continue operations and make charitable grants.
What the accounts disclose
“Investments 17,599,832” — page 16
“The trustees intend to maintain a high level of distributions from income and to also retain reserves for the repayment of loans and unforeseen contingencies.” — page 8
“During the year Combined Property Control controlled by A Weis acted as managing agents to the group. No management fees were charged for their services. During the year the group received loans from Combined Property Control . At the year end Combined Property Control was owed £479,207 by the group.” — page 32
“All the trustees of the group are trustees of The Helping Foundation, a registered charity, At the year beginning the foundation owed the group £1,933,971. This was repaid in the year.” — page 32
“During the year Combined Property Control controlled by A Weis acted as managing agents to the group. No management fees were charged for their services. During the year the group received loans from Combined Property Control . At the year end Combined Property Control was owed £479,207 by the group.” — page 32
“All the trustees of the group are trustees of The Helping Foundation, a registered charity, At the year beginning the foundation owed the group £1,933,971. This was repaid in the year.” — page 32
“During the year Combined Property Control controlled by A Weis acted as managing agents to the group. No management fees were charged for their services. During the year the group received loans from Combined Property Control . At the year end Combined Property Control was owed £479,207 by the group.” — page 32
“All the trustees of the group are trustees of The Helping Foundation, a registered charity, At the year beginning the foundation owed the group £1,933,971. This was repaid in the year.” — page 32
“During the year Combined Property Control controlled by A Weis acted as managing agents to the group. No management fees were charged for their services. During the year the group received loans from Combined Property Control . At the year end Combined Property Control was owed £479,207 by the group.” — page 32
“All the trustees of the group are trustees of The Helping Foundation, a registered charity, At the year beginning the foundation owed the group £1,933,971. This was repaid in the year.” — page 32
“The Charity has two wholly owned non-charitable subsidiaries, Barnsfold Limited and Torland Limited, whose activities and trading performance are disclosed in the notes to the financial statements.” — page 6
Year-over-year changes
- Going concern: going-concern doubt noted (FY2024) → no going-concern doubt (FY2025).
Policies the charity declares
- 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
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
Corporate structure
- Trading subsidiary: BARNSFOLD LIMITED Companies House 01648462 · Financial health read from its filings
- {"description": "Amounts owed by group undertakings are disclosed as a current asset (debtors).", "quote": "Amounts owed by group undertakings and undertakings in which the company has a participating interest 2,380,453"}
Structured financials (annual return, FY ending 30/06/2025)
Trustees
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 30/06/2025 | £17.6m | £11.9m |
| 30/06/2024 | £27.6m | £7.5m |
| 30/06/2023 | £21.9m | £19.9m |
| 30/06/2022 | £16.0m | £7.5m |
| 30/06/2021 | £16.4m | £13.9m |
Common questions
Is A W CHARITABLE TRUST financially healthy?
Per its FY2025 accounts: The accounts state that unrestricted revenue funds increased to £249,199,801, while total unrestricted funds decreased to £270,497,918 due to a significant unrealised loss on investment revaluations. The trustees consider the financial performance satisfactory and confirm that resources are adequate to continue operations and make charitable grants. Its FY2025 accounts were audited by B Olsberg & Co.
Who funds A W CHARITABLE TRUST?
Funders whose own accounts filings name A W CHARITABLE TRUST as a grant recipient include THE HELPING FOUNDATION.
Shared trustees with funders
- RABBI AUBREY WEIS — trustee here and at THE HELPING FOUNDATION
- RACHEL WEIS — trustee here and at THE HELPING FOUNDATION
- SIR WEIS — trustee here and at THE HELPING FOUNDATION
Known funders
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| THE HELPING FOUNDATION | FY2023 | £10.0m | Advancement of education/relief of poverty |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| TESLAKE LIMITED | 1 | £60k |
Charities like this
- C AND F CHARITABLE TRUST
- LINGATE CHARITABLE TRUST
- B K CHARITABLE TRUST
- MEAD CHARITABLE TRUST
- 4 CHARITY FOUNDATION
- THE WELLINGTON (LONDON) TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| A W CHARITABLE TRUST | £17.6m | — | 0 | unclear | — | no doubt |
| C AND F CHARITABLE TRUST | £127k | — | 0 | unclear | — | no doubt |
| LINGATE CHARITABLE TRUST | £122k | — | 0 | unclear | — | no doubt |
| B K CHARITABLE TRUST | £259k | — | — | unclear | — | no doubt |
| MEAD CHARITABLE TRUST | £31k | — | 0 | below | — | no doubt |
| 4 CHARITY FOUNDATION | £1.4m | — | 0 | unclear | — | no doubt |