S O CHARITABLE TRUST

Registered charity 326314 · accounts filings on the Charity Commission register

Provision of income & such capital as decided upon by the trustees by way of donation to local and national Jewish charities.

Objects

GENERAL CHARITABLE PURPOSES

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

Registered contact address: Gateshead, North East, England (from the postcode on the register)

Latest income
£149k
Latest spending
£198k
Registered
1983
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity generated a surplus of £102,356 for the year ended 5 April 2025, with unrestricted funds totaling £1,396,334. Free reserves stood at £218,041, which the trustees consider to be within their stated policy target of three to six months' expenditure. The trustees confirmed that assets are adequate to fulfill obligations and adopted the going concern basis of accounting.

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

What the accounts disclose

Reserves policy: three and six month’s expenditure (reserves figure: £218k)
“It is the policy of the charity that unrestricted funds which have not been designated for a specific use should be maintained at a level equivalent to between three and six month’s expenditure.” — page 4
Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). 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.

Annual return filing dates (Charity Commission record)

Of its last 5 annual returns with a recorded received date, 3 were received after the due date: year ending 05/04/2025 (received 08/05/2026, 92 days after the 05/02/2026 due date); year ending 05/04/2023 (received 28/03/2024, 52 days after the 05/02/2024 due date); year ending 05/04/2021 (received 26/05/2022, 110 days after the 05/02/2022 due date).

Due and received dates as recorded in the Commission’s annual-return data; the data does not say whether an extension was agreed. Source: this charity’s annual returns on the Charity Commission register.

Property (HM Land Registry)

6 registered titles in England and Wales held by the charity’s company or corporate body (4 freehold); recorded price paid £643k. All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.

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
05/04/2025£149k£198k
05/04/2024£145k£197k
05/04/2023£289k£133k
05/04/2022£151k£121k
05/04/2021£129k£131k

Common questions

Is S O CHARITABLE TRUST financially healthy?

Per its FY2025 accounts: The accounts state that the charity generated a surplus of £102,356 for the year ended 5 April 2025, with unrestricted funds totaling £1,396,334. Free reserves stood at £218,041, which the trustees consider to be within their stated policy target of three to six months' expenditure. The trustees confirmed that assets are adequate to fulfill obligations and adopted the going concern basis of accounting. Its FY2025 accounts were independently examined.

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 S & J CHARITABLE TRUST.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
S O CHARITABLE TRUST£149k—0unclear—no doubt
S & J CHARITABLE TRUST FY2025£67k—0above—no doubt
THE JEWISH LEADERSHIP COUNCIL FY2025£2.3m——above—no doubt
CHESED FY2025£70k—0unclear—no doubt
S C K CHARITABLE TRUST FY2025£260k—0unclear—no doubt
J & J CHARITABLE TRUST LIMITED FY2025£156k—0unclear—no doubt

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