GERSON BERGER ASSOCIATION LIMITED
The charity is established for charitable purposes only and (without prejudice to the generality of the foregoing words) in particular to support the activities of Jewish religious organisations, especially in the field of education. Donations are made to organisations providing a sound religious education in accordance with the doctrines of traditional Judaism.
Objects
ESTABLISH, PROVIDE AND CARRY ON SCHOOLS WHERE PUPILS MAY OBTAIN A SOUND EDUCATION OF THE HIGHEST ORDER, AND PROVIDE RELIGIOUS INSTRUCTION AND TRAINING THEREIN IN ACCORDANCE WITH THE DOCTRINES AND PRINCIPLES OF TRADIDTIONAL JUDAISM, AND TO PROVIDE ANY ACCOMMODATION WHICH MAY BE DESIRABLE FOR PUPILS ATTENDING SUCH SCHOOLS. PROVIDE PRIZES, SCHOLARSHIPS AND EXHIBITIONS FOR PUPILS AND STUDENTS WHETHER ATTENDING A COMPANY SCHOOL, OR ANY OTHER SCHOOL, COLLEGE OR INSTITUTION IN WHICH EDUCATION OR VOCATIONAL TRAINING IS PROVIDED.
Financial health, per its FY2025 accounts
The accounts state that the charity had a deficit in unrestricted reserves of £2,883 at the year end, a continuation of the previous year's deficit. The trustees report that the charity is dependent on the investment income generated by its subsidiary undertakings to fund its operations and grant-making activities.
What the accounts disclose
“It is the policy of the charity to maintain unrestricted funds, which are the free reserves of the charity, at a level which the trustees think appropriate after considering the future commitments of the charity and the likely administrative costs of the charity for the next year.” — page 6
“Other debtors include £223,878 (2024: 223,878) due from subsidiary undertakings of Shulem B. Association Limited, itself a charity with common trustees. These loans are interest free and repayable on demand.” — page 30
“Other creditors include £1,570,473 (2024: £1,092,439) due to private companies which have directors in common with the subsidiary undertakings which have been the recipients of these loan advances. These loans are interest free and repayable on demand.” — page 30
“Other debtors include £223,878 (2024: 223,878) due from subsidiary undertakings of Shulem B. Association Limited, itself a charity with common trustees. These loans are interest free and repayable on demand.” — page 30
“Other creditors include £1,570,473 (2024: £1,092,439) due to private companies which have directors in common with the subsidiary undertakings which have been the recipients of these loan advances. These loans are interest free and repayable on demand.” — page 30
“Other debtors include £223,878 (2024: 223,878) due from subsidiary undertakings of Shulem B. Association Limited, itself a charity with common trustees. These loans are interest free and repayable on demand.” — page 30
“Other creditors include £1,570,473 (2024: £1,092,439) due to private companies which have directors in common with the subsidiary undertakings which have been the recipients of these loan advances. These loans are interest free and repayable on demand.” — page 30
“The Charity holds the share capital of five subsidiary undertakings, namely Altena Estates Limited, Barryvale Limited, Fleetguild Limited, Hiltshore Limited and Mirette Investments Limited. All the subsidiary holdings are engaged in property investment, except for Hiltshore Limited which is a dormant company” — page 4
Policies the charity declares
- Complaints handling
- Conflicting interests
- 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
- Paying staff
- Risk management
- Safeguarding policy and procedures
- Safeguarding vulnerable beneficiaries
- Serious incident reporting policy and procedures
- Trustee conflicts of interest 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
- Has a trading subsidiary
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 30/06/2024
- Has a trading subsidiary
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 30/06/2023
- Has a trading subsidiary
- Grant-making is its main activity
Corporate structure
- Registered company of the charity Companies House 00711500
- Trading subsidiary: MIRETTE INVESTMENTS LIMITED Companies House 01024660 · Financial health read from its filings
- Trading subsidiary: ALTENA ESTATES LIMITED Companies House 01042867 · Financial health read from its filings
- Trading subsidiary: FLEETGUILD LIMITED Companies House 02787962 · Financial health read from its filings
- Trading subsidiary: HILTSHORE LIMITED Companies House 02788553
- Trading subsidiary: BARRYVALE LIMITED Companies House 03584191 · Financial health read from its filings
- Profit before tax: £293k
- Profit before tax: £-418
- Profit before tax: £1.1m
- Donated/gift-aided to the charity: £1.0m
- quote
“Distributions to parent charity under gift aid”
- Profit before tax: £1.3m
- Donated/gift-aided to the charity: £1.5m
- Amounts owed to group undertakings of £1,231,900 (2025) and £184,322 (2024) are disclosed in creditors. Additionally, other creditors include £203,000 owed to connected undertakings which are interest free and repayable on demand.
“Distributions to parent charity under gift aid”
- Shares in group undertakings and participating interests are held at cost. The company is a wholly owned subsidiary of Gerson Berger Association Limited.
Company officers (Companies House)
- BERGER, Baruch Abraham on trustee list
- GROSSBERGER, Yankel on trustee list
- LAUFER, Solomon on trustee list
Structured financials (annual return, FY ending 30/06/2025)
Trustees
- SOLOMON LAUFERchair
- Baruch Abraham Berger
- SARAH RACHEL KLEIN
- YANKEL GROSSBERGER
- ZELDA STERNLICHT
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 30/06/2025 | £4.9m | £5.0m |
| 30/06/2024 | £6.0m | £4.5m |
| 30/06/2023 | £4.2m | £5.5m |
| 30/06/2022 | £4.0m | £4.4m |
| 30/06/2021 | £3.9m | £4.6m |
Common questions
Is GERSON BERGER ASSOCIATION LIMITED financially healthy?
Per its FY2025 accounts: The accounts state that the charity had a deficit in unrestricted reserves of £2,883 at the year end, a continuation of the previous year's deficit. The trustees report that the charity is dependent on the investment income generated by its subsidiary undertakings to fund its operations and grant-making activities. Its FY2025 accounts were audited by Cohen Arnold.
Who funds GERSON BERGER ASSOCIATION LIMITED?
Funders whose own accounts filings name GERSON BERGER ASSOCIATION LIMITED as a grant recipient include SHULEM B. ASSOCIATION LIMITED.
Shared trustees with funders
- SARAH RACHEL KLEIN — trustee here and at SHULEM B. ASSOCIATION LIMITED
- YANKEL GROSSBERGER — trustee here and at SHULEM B. ASSOCIATION LIMITED
- ZELDA STERNLICHT — trustee here and at SHULEM B. ASSOCIATION LIMITED
Known funders
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| SHULEM B. ASSOCIATION LIMITED | FY2023 | £60k | |
| SHULEM B. ASSOCIATION LIMITED | FY2022 | £30k |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| STARLOW CHARITIES LIMITED | 1 | £1.9m |
| TAGMARSH CHARITY LIMITED | 1 | £1.1m |
| MAASEH TZEDUKEH V'CHESED | 1 | £578k |
| PRISM THE GIFT FUND | 1 | £530k |
| WISEHEIGHTS LIMITED | 1 | £135k |
| VAIDICHKA | 1 | £131k |
| ROTHSCHILD FOUNDATION (HANADIV) EUROPE | 1 | £97k |
| THE KASNER CHARITABLE TRUST | 1 | £48k |
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Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| GERSON BERGER ASSOCIATION LIMITED | £4.9m | — | 0 | unclear | — | no doubt |
| SHULEM B. ASSOCIATION LIMITED | £5.1m | — | 0 | below | — | no doubt |
| BITTON CHARITY LIMITED | £86k | — | 0 | unclear | — | no doubt |
| GEMACH LTD | £7.1m | — | 0 | above | — | no doubt |
| NASOD CHARITABLE TRUST | £378k | — | 0 | unclear | — | no doubt |
| BEROSA CHARITY LIMITED | £156k | — | 0 | unclear | — | no doubt |