THE BEIS MALKA TRUST
TO ADVANCE THE EDUCATION OF CHILDREN AND YOUNG PEOPLE AGED 3 MONTH - 16 YEARS FROM THE JEWISH COMMUNITY BY PROVIDING AN EDUCATIONAL FRAMEWORK WHICH COMPLIES WITH STANDARDS IDENTIFIED BY THE DEPARTMENT FOR CHILDREN AND FAMILIES (DFES)TO ADVANCE THE EDUCATION OF THE PUPILS AT BEIS MALKA NURSERY AND SCHOOL BY PROVIDING AND ASSISTING IN THE PROVISION OF FACILITIES BEYOND THAT WHICH IS REQUIRED
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SUCH ONE OR MORE CHARITIES CHARITABLE INSTITUTIONS OR CHARITABLE PURPOSES IN ANY PART OF THE WORLD IN SUCH SHARES AND IN SUCH MANNER AS THE TRUSTEES IN THEIR DISCRETION MAY FROM TIME TO TIME DETERMINE.
Financial health, per its FY2025 accounts
The accounts state that the charity generated a net surplus of £471,398 for the year ended 30 June 2025, with total income of £3,836,158. Per the trustees' report, the charity aims to hold reserves of approximately £180,000, while the actual unrestricted and restricted fund balances stood at £753,990 at year-end. The trustees confirmed adequate resources for going concern, noting that rising costs and the cost-of-living crisis are primary risks to future funding stability.
What the accounts disclose
“The Trustees aim to keep reserves of one month's wages, approximately £180,000.” — page 6
“During the year a trustee was paid £9,679 (2024: £8,882) as an employee of the charity (not for trustee services).” — page 20
“During the year, the Charity paid rent totaling £86,400 (2024: £83,200) to BM Asset Management Limited.” — page 24
“During the year, a donation of £233,706 (2024: £NIL) was received from BM Asset Management Limited.” — page 24
“During the year, the Charity paid rent totaling £86,400 (2024: £83,200) to BM Asset Management Limited.” — page 24
“During the year, a donation of £233,706 (2024: £NIL) was received from BM Asset Management Limited.” — page 24
“During the year, the Charity paid rent totaling £86,400 (2024: £83,200) to BM Asset Management Limited.” — page 24
“During the year, a donation of £233,706 (2024: £NIL) was received from BM Asset Management Limited.” — page 24
Policies the charity declares
- Bullying and harassment policy and procedures
- 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
- Paying staff
- Risk management
- Safeguarding policy and procedures
- Safeguarding vulnerable beneficiaries
- Serious incident reporting policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
- Volunteer management
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 30/06/2025
- Volunteers: 25
- Government income: £1,462,827 — grants £1,462,827 (3); 38% of the £3,836,158 total gross income on the same return
- Trustee benefits, answered Yes to: any trustee benefit; payments to trustees for services to the charity
Self-declared on the annual return for the financial year ending 30/06/2024
- Volunteers: 25
- Government income: £1,377,743 — grants £1,377,743 (3); 42% of the £3,298,345 total gross income on the same return
- Trustee benefits, answered Yes to: any trustee benefit; payments to trustees for services to the charity
Self-declared on the annual return for the financial year ending 30/06/2023
- Volunteers: 25
- Government income: £1,361,024 — grants £1,361,024 (3); 34% of the £3,963,622 total gross income on the same return
- Trustee benefits, answered Yes to: any trustee benefit; payments to trustees for services to the charity
Structured financials (annual return, FY ending 30/06/2025)
Trustees
- ARON GROSSMAN
- AVROHOM SIMCHA TAUB
- BENZION HOPFSTATTER
- Jehuda Bleichfeld
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 30/06/2025 | £3.8m | £3.4m |
| 30/06/2024 | £3.3m | £3.3m |
| 30/06/2023 | £4.0m | £3.8m |
| 31/03/2022 | £2.6m | £2.8m |
| 31/03/2021 | £2.8m | £2.6m |
Common questions
Is THE BEIS MALKA TRUST financially healthy?
Per its FY2025 accounts: The accounts state that the charity generated a net surplus of £471,398 for the year ended 30 June 2025, with total income of £3,836,158. Per the trustees' report, the charity aims to hold reserves of approximately £180,000, while the actual unrestricted and restricted fund balances stood at £753,990 at year-end. The trustees confirmed adequate resources for going concern, noting that rising costs and the cost-of-living crisis are primary risks to future funding stability. Its FY2025 accounts were audited by Landau Morley LLP.
Who funds THE BEIS MALKA TRUST?
Funders whose own accounts filings name THE BEIS MALKA TRUST as a grant recipient include BM ASSET MANAGEMENT LIMITED, DELAPAGE LIMITED, MERCAZ TORAH VECHESED LIMITED.
Shared trustees with funders
- ARON GROSSMAN — trustee here and at BM ASSET MANAGEMENT LIMITED
Known funders
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| BM ASSET MANAGEMENT LIMITED | FY2024 | £398k | |
| BM ASSET MANAGEMENT LIMITED | FY2025 | £234k | |
| DELAPAGE LIMITED | FY2021 | £160k | Education (schools and higher education) |
| MERCAZ TORAH VECHESED LIMITED | FY2024 | £50k |
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Community Fund | 20/11/2025 | £20k | Building Beginnings 2 |
| The National Lottery Community Fund | 04/04/2024 | £20k | Building Beginnings |
| The National Lottery Community Fund | 15/05/2020 | £10k | Together We Will Survive! |
| The National Lottery Community Fund | 04/06/2018 | £10k | BIG BAKE GIVEAWAY |
| The National Lottery Community Fund | 25/01/2017 | £10k | Happy Play |
| The National Lottery Community Fund | 22/08/2013 | £10k | Sensation |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| ACHISOMOCH AID COMPANY LIMITED | 3 | £2.4m |
| FRANKGIVING LIMITED | 3 | £25k |
| THE BENZI DUNNER SCHOOLS TRUST | 2 | £93k |
| CHASDEI SHLOMO | 1 | £358k |
| ASATE LTD | 1 | £106k |
| THE GERTNER CHARITABLE TRUST | 1 | £84k |
| JEG TRUST LIMITED | 1 | £42k |
| NORTH LONDON WELFARE AND EDUCATIONAL FOUNDATION | 1 | £28k |
Charities like this
- BAIS MALKA LTD
- BEIS YOSEF ZVI
- BNOS BEIS YAAKOV PRIMARY SCHOOL LIMITED
- BEIS YAAKOV PRIMARY SCHOOL FOUNDATION
- MAYSEC LTD
- NER YISROEL EDUCATIONAL TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE BEIS MALKA TRUST | £3.8m | — | 0 | unclear | — | no doubt |
| BAIS MALKA LTD | £1.6m | — | 0 | unclear | — | noted |
| BEIS YOSEF ZVI | £215k | — | 0 | unclear | — | no doubt |
| BNOS BEIS YAAKOV PRIMARY SCHOOL LIMITED | £720k | — | 0 | above | — | no doubt |
| BEIS YAAKOV PRIMARY SCHOOL FOUNDATION | £3.6m | — | 0 | unclear | — | no doubt |
| MAYSEC LTD | £238k | — | 0 | unclear | — | no doubt |