THE BRITISH JEWISH HERITAGE SOCIETY
The objects ofthe trust are to support Orthodox Jewish Educational Activities and other charitableactivities especially for the benefit of the poor and needy.
Objects
SUCH CHARITIES CHARITABLE INSTITUTIONS OR CHARITABLE PURPOSES IN ANY PART OF THE WORLD IN SUCH SHARES AND IN SUCH MANNER AS THE TRUSTEES IN THEIR ABSOLUTE DISCRETION MAY FROM TIME TO TIME DETERMINE.
Financial health, per its FY2024 accounts
The accounts state that the charity holds unrestricted funds of £850,292, which is an increase from the previous year's £823,507. However, the Statement of Financial Position reveals a net current asset deficit of £399,324, driven by significant short-term creditors of £581,000 and long-term bank loans of £896,509. The trustees report that the charity is dependent on investment income from its property portfolio to fund its activities.
What the accounts disclose
“During the period under review, the charity received investment income in the form of rent that amounted to £295,761 [2023 - £294,738]” — page 3
“The trustees try to ensure that the charity retains sufficient funds to cover immediate anticipated outgoings.” — page 3
Policies the charity declares
- Bullying and harassment policy and procedures
- Campaigns and political activity policy and procedures
- Complaints policy and procedures
- Engaging external speakers at charity events policy and procedures
- 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
- Safeguarding vulnerable beneficiaries
- Serious incident reporting policy and procedures
- Social media policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
Trustees
- Alter Israel Yozef
- JACOB FEKETE
- RABBI SAMUEL WEINSTOCK
- Sammy Landy
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/12/2024 | £339k | £313k |
| 08/01/2024 | £341k | £283k |
| 31/12/2022 | £273k | £238k |
| 31/12/2021 | £267k | £228k |
| 31/12/2020 | £252k | £207k |
Common questions
Is THE BRITISH JEWISH HERITAGE SOCIETY financially healthy?
Per its FY2024 accounts: The accounts state that the charity holds unrestricted funds of £850,292, which is an increase from the previous year's £823,507. However, the Statement of Financial Position reveals a net current asset deficit of £399,324, driven by significant short-term creditors of £581,000 and long-term bank loans of £896,509. The trustees report that the charity is dependent on investment income from its property portfolio to fund its activities. Its FY2024 accounts were independently examined.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| GILMOOR BENEVOLENT FUND LIMITED | 1 | £1.1m |
| UNITED TALMUDICAL ASSOCIATES LTD | 1 | £660k |
| NASOD CHARITABLE TRUST | 1 | £310k |
| MOUNDFIELD CHARITIES LIMITED | 1 | £139k |
| AHAVATH CHESSED CHARITABLE ASSOCIATION LIMITED | 1 | £58k |
| NES FOUNDATION LTD | 1 | £35k |
| THE UNION OF ORTHODOX HEBREW CONGREGATIONS | 1 | £33k |
| YAD SHLOMO TRUST | 1 | £26k |
Charities like this
- B E PERL CHARITABLE TRUST
- BINYEN TORAH LIMITED
- SHEMA BENI
- BEREST CHARITIES
- LINGATE CHARITABLE TRUST
- BRITEFIELD TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE BRITISH JEWISH HERITAGE SOCIETY | £339k | — | 0 | unclear | — | no doubt |
| B E PERL CHARITABLE TRUST | £3.0m | — | 0 | unclear | — | no doubt |
| BINYEN TORAH LIMITED | £984k | — | 0 | below | — | no doubt |
| SHEMA BENI | £425k | — | 0 | unclear | — | no doubt |
| BEREST CHARITIES | £214k | — | 0 | above | — | no doubt |
| LINGATE CHARITABLE TRUST | £122k | — | 0 | unclear | — | no doubt |