GERSON BERGER ASSOCIATION LIMITED

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

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.

Area of benefit: NOT DEFINED

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: General Charitable Purposes · Education/training · The Prevention Or Relief Of Poverty · Religious Activities · Other Charitable Purposes · Grant history (this charity is a funder) · Get email alerts

Registered contact address: Barnet, London, England (from the postcode on the register)

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.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

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 (reserves figure: −£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. Discloses 4 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

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

Source: this charity’s annual returns on the Charity Commission register.

Corporate structure

MIRETTE INVESTMENTS LIMITED — per its own Companies House accounts
  • Profit before tax: £293k
ALTENA ESTATES LIMITED — per its own Companies House accounts
  • Profit before tax: £-418
BARRYVALE LIMITED — per its own Companies House accounts
  • Profit before tax: £1.1m
  • Donated/gift-aided to the charity: £1.0m
  • quote
“Distributions to parent charity under gift aid”
FLEETGUILD LIMITED — per its own Companies House accounts
  • 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”
HILTSHORE LIMITED — per its own Companies House accounts
  • 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)

Current officers of the charity’s own company per the Companies House register, cross-checked against the Charity Commission trustee list by name. A director not on the trustee list is usually a timing or naming difference between the two registers — check both records before drawing conclusions.

Official officers record.

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 4.7 months; benchmarks).

Per its annual return, largest income source: Investments (100% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 46.6% of total income — above the 90th percentile for charities its size (median 5.3%) (benchmarks).

Trustees · trustee networks

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?

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

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.

FunderYearAmountPurpose (as stated by the funder)
SHULEM B. ASSOCIATION LIMITEDFY2023£60k
SHULEM B. ASSOCIATION LIMITEDFY2022£30k

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.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with SHULEM B. ASSOCIATION LIMITED.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
GERSON BERGER ASSOCIATION LIMITED£4.9m—0unclear—no doubt
SHULEM B. ASSOCIATION LIMITED FY2025£5.1m—0below—no doubt
BITTON CHARITY LIMITED FY2025£86k—0unclear—no doubt
GEMACH LTD FY2025£7.1m—0above—no doubt
NASOD CHARITABLE TRUST FY2025£378k—0unclear—no doubt
BEROSA CHARITY LIMITED FY2025£156k—0unclear—no doubt

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.