Charity Accounts Intelreading the accounts so you don’t have to

SHULEM B. ASSOCIATION LIMITED

Registered charity 313654 · accounts filings on the Charity Commission register · also known as SHULEM BERGER ASSOCIATION

Latest income
£5.1m
Latest spending
£5.9m
Registered
1962
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity reported a net deficit for the year and holds negative free reserves of £1,108,722. The trustees confirm that the charity is dependent on investment income generated by its subsidiary companies, which decreased during the year. Despite these deficits, the trustees maintain that the charity has adequate resources to continue in operational existence for the foreseeable future.

What the accounts disclose

Reserves position: below the charity's own stated reserves policy
“The free reserves of the charity are the current assets minus current liabilities. At the year end, the charity had free reserves of (£1,108,722) (2024: (£718,990)).” — page 8
Per its FY2025 accounts as filed with the Charity Commission.
Trading subsidiary: Bitover Limited, Crown View Estates Limited, Davecourt Limited, Honeyvale Properties Limited, Lysville Limited, Tripknoll Limited
“The Charity holds the share capital of six active subsidiary undertakings, namely Bitover Limited, Crown View Estates Limited, Davecourt Limited, Honeyvale Properties Limited, Lysville Limited and Tripknoll Limited. All the subsidiary holdings are engaged in property investment, or are parent undertakings for property investment companies” — page 4
Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by Cohen Arnold.

Structured financials (annual return, FY ending 30/09/2025)

Total income
£5.1m
Total spending
£5.9m
Cost of raising funds
£3.2m
Reserves (reported)
£0
Employees
0

Reported reserves equal ~0.0 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

Income and spending

Financial year endIncomeSpending
30/09/2025£5.1m£5.9m
30/09/2024£5.3m£6.4m
30/09/2023£5.7m£10.0m
30/09/2022£6.2m£6.0m
30/09/2021£4.4m£3.7m

Common questions

Is SHULEM B. ASSOCIATION LIMITED financially healthy?

The accounts state that the charity reported a net deficit for the year and holds negative free reserves of £1,108,722. The trustees confirm that the charity is dependent on investment income generated by its subsidiary companies, which decreased during the year. Despite these deficits, the trustees maintain that the charity has adequate resources to continue in operational existence for the foreseeable future. Its FY2025 accounts were audited by Cohen Arnold.

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
CHARITWORTH LIMITED2£56k
SABENO LIMITED2£49k
REMODIFYZ TRUST2£9k
ACHISOMOCH AID COMPANY LIMITED1£1.3m
DELAPAGE LIMITED1£934k
AMABRILL LTD1£241k
GILMOOR BENEVOLENT FUND LIMITED1£210k
M AND R GROSS CHARITIES LIMITED1£169k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with SHAAREI RACHAMIM LIMITED.