SHULEM B. ASSOCIATION LIMITED

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

THE COMPANY IS ESTABLISHED FOR CHARITABLE PURPOSES ONLY AND (WITHOUT PRJUDICE TO THE GENERALITY OF THE FOREGOING WORDS) IN PARTICULAR TO DO, PERFORM AND CARRY OUT ALL OR ANY OF THE FOLLOWING ACTS AND THINGS, NAMELY:- TO ESTABLISH, PROVIDE AND CARRY ON WHETHER IN THE UNITED KINGDOM OR ELSEWHERE, A SCHOOL OR SCHOOLS WHERE PUPILS MAY OBTAIN A SOUND EDUCATION AND TO PROVIDE RELIGIOUS INSTRUCTION AND TRAINING THEREIN IN ACCORDANCE WITH THE DOCTRINES AND PRINCIPALS OF TRADITIONAL JUDAISM.

Area of benefit: UNITED KINGDOM OR ELSEWHERE

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 · Grant history (this charity is a funder) · Get email alerts

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

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.

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

What the accounts disclose

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.

• Complaints handling
• Complaints policy and procedures
• 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 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)

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.

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

Corporate structure

• Registered company of the charity Companies House 00711513
• Trading subsidiary: DAVECOURT LIMITED Companies House 01153848
• Trading subsidiary: LYSVILLE LIMITED Companies House 01384537 · Financial health read from its filings
• Trading subsidiary: CROWN VIEW ESTATES LIMITED Companies House 02820344 · Financial health read from its filings
• Trading subsidiary: HONEYVALE PROPERTIES LIMITED Companies House 08718663 · Financial health read from its filings

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.

• BERGER, Shloime Zalmen — director, appointed 09/04/2025on trustee list
• GROSSBERGER, Yankel — director, appointed 09/04/2025on trustee list
• BERGER, Berish — secretary

Official officers record.

Property (HM Land Registry)

77 registered titles in England and Wales held by the charity’s company or corporate body (47 freehold); recorded price paid £2.3m. All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.

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

Reported reserves equal ~0.0 months of spending — in the bottom quarter for charities its size (median 4.7 months; benchmarks).

Per its annual return, largest income source: Investments (98% 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: 63.8% of total income — above the 90th percentile for charities its size (median 5.3%) (benchmarks).

Trustees · trustee networks

• SARAH RACHEL KLEINchair · trustee of 3 other charities
• Shloime Zalmen Berger · trustee of 1 other charity
• YANKEL GROSSBERGER · trustee of 6 other charities
• ZELDA STERNLICHT · trustee of 3 other charities

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

Operates in: Throughout England

Income and spending

Common questions

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 GERSON BERGER ASSOCIATION LIMITED.

• GERSON BERGER ASSOCIATION LIMITED income £4.9m
• SHAAREI RACHAMIM LIMITED income £810k
• NASOD CHARITABLE TRUST income £378k
• BITTON CHARITY LIMITED income £86k
• BEAULAND LIMITED income £1.0m
• BEIS SHULOIM LTD income £26k

Side by side with its peers

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