SHEMTOV CHARITABLE TRUST
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.
What the accounts disclose
“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
“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
“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
Structured financials (annual return, FY ending 31/03/2025)
Trustees
- GITA HALPERN
- ISIAH HALPERN
- SAMUEL HALPERN
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?
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.
Shared trustees with funders
- SAMUEL HALPERN — trustee here and at SAMJO LIMITED
Known funders
| Funder | Year | Amount |
|---|---|---|
| SAMJO LIMITED | FY2025 | £372k |
| SAMJO LIMITED | FY2023 | £322k |
| SAMJO LIMITED | FY2024 | £211k |
| MOLE CHARITABLE TRUST | FY2024 | £85k |
| MOLE CHARITABLE TRUST | FY2023 | £10k |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| BEAULAND LIMITED | 1 | £50k |
| GERSON BERGER ASSOCIATION LIMITED | 1 | £35k |
| SAND AND STARS TRUST | 1 | £11k |
| SEAEM | 1 | £10k |
| CHASDEI MOISHE TRUST | 1 | £5k |
| MW (GK) FOUNDATION | 1 | £4k |
| GEFEN FOUNDATION | 1 | £0 |
| SHULOM ROV CHARITIES | 1 | £0 |