THE BERSAM TRUST
The charity raises funds for the purpose of supporting charitable causes including the furtherance of orthodox Jewish religion and education
Objects
TO PROVIDE JEWISH CHILDREN WITH A STRICTLY ORTHODOX JEWISH RELIGIOUS EDUCATION FOR WHICH RULES ARE LAID DOWN IN HEBREW OR YIDDISH AND OF AFFORDING AN ADEQUATE SECULAR EDUCATION (A) AS A KINDERGARTEN OR PREPARATORY SCHOOL AND (B) AS A SECONDARY SCHOOL AND MORE PARTICULARLY TO FURTHER JEWISH KNOWLEDGE, AND TO PROMOTE AND ADVANCE ORTHODOX JEWISH RELIGIOUS PRACTICE AND ADVANCE OTHORDOXJEWISH RELIGIOUS PRACTICE AND OBSERVANCE (C) TO USE THE PREMISES FOR PRAYERS AT THE DISCRETION OF THE TRUSTEES IN ACCORDANCE WITH THE REQUIREMENTS OF THE INSTITUTION.
Financial health, per its FY2025 accounts
The accounts state that unrestricted funds increased from £2,982,528 to £3,067,170, reflecting a net surplus for the year. The charity holds significant fixed assets valued at £4,924,467, secured by a bank loan of £1,650,770. Current liabilities exceed current assets, resulting in a net current liability position.
What the accounts disclose
“Donations Rents Receivable £ 83,531 150,000 233,531”
Policies the charity declares
- Complaints policy and procedures
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Risk management
- Safeguarding vulnerable beneficiaries
- Serious incident reporting policy and procedures
- Trustee conflicts of interest policy and procedures
Trustees
- ABRAHAM VOGIEL
- Ignatius Moskovitz
- JEHUDA WALDMAN
- JOSHUA WALDMAN
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £234k | £149k |
| 31/03/2024 | £243k | £120k |
| 31/03/2023 | £249k | £95k |
| 31/03/2022 | £243k | £136k |
| 31/03/2021 | £248k | £138k |
Common questions
Is THE BERSAM TRUST financially healthy?
Per its FY2025 accounts: The accounts state that unrestricted funds increased from £2,982,528 to £3,067,170, reflecting a net surplus for the year. The charity holds significant fixed assets valued at £4,924,467, secured by a bank loan of £1,650,770. Current liabilities exceed current assets, resulting in a net current liability position. Its FY2025 accounts were independently examined.
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Community Fund | 07/07/2023 | £10k | Youth Social Engagement Program |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE HELPING FOUNDATION | 1 | £10.0m |
| TAGMARSH CHARITY LIMITED | 1 | £1.1m |
| NEWPIER CHARITY LIMITED | 1 | £61k |
| BEAULAND LIMITED | 1 | £60k |
| SHAAREI RACHAMIM LIMITED | 1 | £20k |
| THE LAUFFER FAMILY CHARITABLE TRUST | 1 | £20k |
| TRUEDENE CO LIMITED | 1 | £17k |
| GOLDHEART CHARITY LIMITED | 1 | £10k |
Charities like this
- B K CHARITABLE TRUST
- EZER VESAAD TRUST
- BEROSA CHARITY LIMITED
- SEAEM
- BE'ER AVROHOM (UK) TRUST
- KEHAL CHAREDIM TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE BERSAM TRUST | £234k | — | 0 | unclear | — | no doubt |
| B K CHARITABLE TRUST | £259k | — | — | unclear | — | no doubt |
| EZER VESAAD TRUST | £204k | — | 0 | unclear | — | no doubt |
| BEROSA CHARITY LIMITED | £156k | — | 0 | unclear | — | no doubt |
| SEAEM | £338k | — | 0 | unclear | — | no doubt |
| BE'ER AVROHOM (UK) TRUST | £132k | — | 0 | unclear | — | noted |