GERSON BERGER ASSOCIATION LIMITED

Registered charity 313122 · accounts filings on the Charity Commission register · also known as GERSON BERGER ASSOCIATION

Latest income
£4.9m
Latest spending
£5.0m
Registered
1962
Accounts read
FY2025

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

Reserves policy: 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 (held: £-3k)
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
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: 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.
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
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: 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.
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
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Other creditors also include £1,043,227 (2024: £1,042,887) due to subsidiary undertakings of Shulem B. Association Limited, itself a charity with common trustees. These loans are interest free and repayable on demand.
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
Per its FY2025 accounts as filed with the Charity Commission.
Trading subsidiary: Altena Estates Limited, Barryvale Limited, Fleetguild Limited, Hiltshore Limited, Mirette Investments Limited
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
Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by Cohen Arnold.

Structured financials (annual return, FY ending 30/06/2025)

Total income
£4.9m
Total spending
£5.0m
Cost of raising funds
£2.3m
Reserves (reported)
£616k
Employees
0

Reported reserves equal ~1.5 months of spending — in the bottom quarter for charities its size (median 4.8 months; benchmarks).

Trustees

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

Operates in: Throughout England And Wales

Income and spending

Financial year endIncomeSpending
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?

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

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.

Known funders

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

FunderYearAmount
SHULEM B. ASSOCIATION LIMITEDFY2023£60k

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.

FunderSimilar charities fundedAmount to them
THE LAUFFER FAMILY CHARITABLE TRUST1£34k
BELZ ISRAEL CHARITABLE TRUST1£30k
BOURNEHEIGHTS LIMITED1£10k
SABENO LIMITED1£10k

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