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.

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

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.

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

What the accounts disclose

Reserves position: below the charity's own stated reserves policy (held: £-1.1m; 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)
“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. Discloses 4 of 6 completeness components.

Corporate structure

DAVECOURT LIMITED — per its own Companies House accounts
  • Debtors include £3,000 owed by group undertakings.
LYSVILLE LIMITED — per its own Companies House accounts
  • Profit before tax: £80k
  • Donated/gift-aided to the charity: £100k
“Distributions to parent charity under gift aid”
HONEYVALE PROPERTIES LIMITED — per its own Companies House accounts
  • Amounts owed to group undertakings
CROWN VIEW ESTATES LIMITED — per its own Companies House accounts
  • Profit before tax: £359k
  • Donated/gift-aided to the charity: £550k
  • Joint bank loan of £13.5M with a fellow group undertaking; £7M included in these accounts, £6.5M in the other company's accounts. Joint and several liability.
“Distributions to parent charity under gift aid”

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.

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)

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).

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 5.2%) (benchmarks).

Trustees · trustee networks

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?

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. 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.

Charities like this

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

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
SHULEM B. ASSOCIATION LIMITED£5.1m—0below—no doubt
SHAAREI RACHAMIM LIMITED FY2025£810k—0below—no doubt
M AND R GROSS CHARITIES LIMITED FY2025£4.1m—0unclear—no doubt
GEMACH LTD FY2025£7.1m—0above—no doubt
SHEMA BENI FY2025£425k—0unclear—no doubt
COMET CHARITIES LTD FY2025£3.2m—0unclear—no doubt

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