SHEMTOV CHARITABLE TRUST

Registered charity 291318 · accounts filings on the Charity Commission register

To receive and distribute charitbale donations to worthy causes within the Jewish community.

Causes: General Charitable Purposes · Education/training · The Advancement Of Health Or Saving Of Lives · Disability · The Prevention Or Relief Of Poverty · Overseas Aid/famine Relief · Grant history (this charity is a funder) · Get email alerts

Latest income

£738k

Latest spending

£819k

Registered

1985

Accounts read

FY2024

Financial health, per its FY2024 accounts

The accounts state that unrestricted reserves decreased by £189,953 to £6,334,359, with the trustees noting there is no formal policy to maintain a set level of reserves. The charity holds significant investment properties valued at £7,043,166 and maintains cash reserves of £112,499, which trustees consider acceptable for immediate donation needs or further investment.

Automated summary of the FY2024 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Related-party transaction: Mr S Halpern

“Donation income includes donations of £100,000 from Mr S Halpern and £210,500 from Samjo Limited, a UK charity in which Mr S Halpern is also a trustee. There is also a donation of £30,200 from Rosherton Limited, a company in which Mr S Halpern is a director of.” — page 23

“Donation income includes donations of £100,000 from Mr S Halpern and £210,500 from Samjo Limited, a UK charity in which Mr S Halpern is also a trustee.” — page 23

Per its FY2024 accounts as filed with the Charity Commission.

Related-party transaction: Samjo Limited

“Donation income includes donations of £100,000 from Mr S Halpern and £210,500 from Samjo Limited, a UK charity in which Mr S Halpern is also a trustee. There is also a donation of £30,200 from Rosherton Limited, a company in which Mr S Halpern is a director of.” — page 23

“Donation income includes donations of £100,000 from Mr S Halpern and £210,500 from Samjo Limited, a UK charity in which Mr S Halpern is also a trustee.” — page 23

Per its FY2024 accounts as filed with the Charity Commission.

Related-party transaction: Rosherton Limited

“Donation income includes donations of £100,000 from Mr S Halpern and £210,500 from Samjo Limited, a UK charity in which Mr S Halpern is also a trustee. There is also a donation of £30,200 from Rosherton Limited, a company in which Mr S Halpern is a director of.” — page 23

“Donation income includes donations of £100,000 from Mr S Halpern and £210,500 from Samjo Limited, a UK charity in which Mr S Halpern is also a trustee.” — page 23

Per its FY2024 accounts as filed with the Charity Commission.

Accounts audited by Lopian Gross Barnett & Co. Discloses 3 of 6 completeness components.

Structured financials (annual return, FY ending 31/03/2025)

Total income

£738k

Total spending

£819k

Reserves (reported)

£6.1m

Employees

Reported reserves equal ~89.1 months of spending — in the top quarter for charities its size (median 5.2 months; benchmarks).

Per its annual return, largest income source: Donations and legacies (85% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 0.0% of total income — below the median for charities its size (4.9%) (benchmarks).

Trustees · trustee networks

GITA HALPERN
ISIAH HALPERN
SAMUEL HALPERN · trustee of 2 other charities

Trustee list from the Charity Commission register (current, not historical).

Operates in: Throughout England And Wales

Income and spending

Financial year end	Income	Spending
31/03/2025	£738k	£819k
31/03/2024	£633k	£908k
31/03/2023	£774k	£787k
31/03/2022	£667k	£471k
31/03/2021	£447k	£524k

Common questions

Is SHEMTOV CHARITABLE TRUST financially healthy?

Per its FY2024 accounts: The accounts state that unrestricted reserves decreased by £189,953 to £6,334,359, with the trustees noting there is no formal policy to maintain a set level of reserves. The charity holds significant investment properties valued at £7,043,166 and maintains cash reserves of £112,499, which trustees consider acceptable for immediate donation needs or further investment. Its FY2024 accounts were audited by Lopian Gross Barnett & Co.

Who funds SHEMTOV CHARITABLE TRUST?

Funders whose own accounts filings name SHEMTOV CHARITABLE TRUST as a grant recipient include SAMJO LIMITED, MOLE CHARITABLE TRUST, BRUSHMILL LIMITED.

Shared trustees with funders

Register facts shown side by side: a person serves as trustee of both this charity and a funder whose accounts record grants to it. Shared trusteeship is lawful and common; well-run charities manage it through declared-interest procedures.

SAMUEL HALPERN — trustee here and at SAMJO LIMITED

Known funders

Grants to this charity found in funders’ own accounts filings.

Funder	Year	Amount
SAMJO LIMITED	FY2025	£372k
SAMJO LIMITED	FY2023	£322k
SAMJO LIMITED	FY2024	£211k
SAMJO LIMITED	FY2022	£156k
MOLE CHARITABLE TRUST	FY2024	£85k
MOLE CHARITABLE TRUST	FY2023	£10k
BRUSHMILL LIMITED	FY2025	£5k

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Funder	Similar charities funded	Amount to them
BEAULAND LIMITED	1	£107k
THE SASTA FOUNDATION	1	£60k
GERSON BERGER ASSOCIATION LIMITED	1	£43k
EMES FOUNDATION	1	£24k
SAND AND STARS TRUST	1	£11k
SEAEM	1	£10k
SHULOM ROV CHARITIES	1	£7k
CHASDEI MOISHE TRUST	1	£5k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with the Shoftim Charitable Trust.

the Shoftim Charitable Trust income £546k
OIZER CHARITABLE TRUST income £955k
CHASDEI SHLOMO income £109k
YEMIN CHARITABLE TRUST LTD income £1.7m
TZDUKES YAKOV income £118k
S O CHARITABLE TRUST income £149k

Side by side with its peers

Charity	Income	Top pay band	Reserves vs policy	Fundraising cost	Going concern
SHEMTOV CHARITABLE TRUST	£738k	—	unclear	—	no doubt
the Shoftim Charitable Trust FY2025	£546k	—	unclear	—	no doubt
OIZER CHARITABLE TRUST FY2025	£955k	—	unclear	—	no doubt
CHASDEI SHLOMO FY2025	£109k	—	unclear	—	no doubt
YEMIN CHARITABLE TRUST LTD FY2025	£1.7m	—	unclear	—	no doubt
TZDUKES YAKOV FY2025	£118k	—	above	—	no doubt

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.