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.
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
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 | £357k |
| NASOD CHARITABLE TRUST | 1 | £310k |
| MOUNDFIELD CHARITIES LIMITED | 1 | £139k |
| AHAVATH CHESSED CHARITABLE ASSOCIATION LIMITED | 1 | £58k |
| NES FOUNDATION LTD | 1 | £35k |
| YAD SHLOMO TRUST | 1 | £26k |
| THE UNION OF ORTHODOX HEBREW CONGREGATIONS | 1 | £23k |
Charities like this
- B E PERL CHARITABLE TRUST
- BINYEN TORAH LIMITED
- BEREST CHARITIES
- LINGATE CHARITABLE TRUST
- BRITEFIELD TRUST
- THE ELSTREE SHTIEBEL 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 | unclear | — | no doubt |
| BEREST CHARITIES | £214k | — | 0 | above | — | no doubt |
| LINGATE CHARITABLE TRUST | £122k | — | 0 | unclear | — | no doubt |
| BRITEFIELD TRUST | £117k | — | 0 | unclear | — | no doubt |