J O CHARITABLE TRUST

Registered charity 327059 · accounts filings on the Charity Commission register

General charitable activities

Objects

GENERAL CHARITABLE PURPOSES WITH APPLICATION OF CAPITAL SUBJECT TO RESTRICTIONS DURING FIRST 50 YEARS FROM THE DATE OF THE DEED (SEE CLAUSES 3(1) AND (2) FOR DETAILS).

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

Financial health, per its FY2025 accounts

The accounts state that the charity held free unrestricted reserves of £88 as of 5 April 2025, a significant decrease from £11,881 in the prior year. The trustees consider this balance acceptable and note that the charity's policy is to hold reserves sufficient to maintain regular grants and take advantage of investment opportunities. The independent examiner confirmed that no material matters came to their attention during the examination of the financial statements.

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

What the accounts disclose

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.

• Complaints handling
• Complaints policy and procedures
• Conflicting interests
• Internal charity financial controls policy and procedures
• Internal risk management policy and procedures
• Investing charity funds policy and procedures
• Investment
• Risk management
• Trustee conflicts of interest policy and procedures

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.

Annual return filing dates (Charity Commission record)

Of its last 5 annual returns with a recorded received date, 2 were received after the due date: year ending 05/04/2022 (received 03/05/2023, 87 days after the 05/02/2023 due date); year ending 05/04/2021 (received 24/06/2022, 139 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)

1 registered title in England and Wales held by the charity’s company or corporate body (1 freehold); recorded price paid £48k. All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.

Structured financials (annual return, FY ending 05/04/2022)

Reported reserves equal ~158.0 months of spending — in the top quarter for charities its size (median 7.2 months; benchmarks).

Per its annual return, largest income source: Donations and legacies (79% 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: 4.4% of total income — above the median for charities its size (3.2%) (benchmarks).

Trustees · trustee networks

• ADINA KAUFMAN
• JOSEPH KAUFMAN · trustee of 1 other charity
• Jechiel Chaim Kaufman
• Moshe Kaufman

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

Operates in: Gateshead · Israel

Income and spending

Common questions

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.

• JOSEPH KAUFMAN — trustee here and at MYR CHARITABLE TRUST

Known funders

Grants to this charity found in funders’ own accounts filings.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with AUDREY EARLE CHARITABLE TRUST.

• AUDREY EARLE CHARITABLE TRUST income £180k
• THE M J SAMUEL CHARITABLE TRUST income £228k
• JEG TRUST LIMITED income £578k
• J E POSNANSKY CHARITABLE TRUST income £133k
• THE J AND M CHARITABLE TRUST income £61k
• M I CHARITABLE TRUST income £21k

Side by side with its peers

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