CCEW Charity Commission profile

BETH-EZRA TRUST

Registered charity 326000 · organisation 326000

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Charitable company
Registered
22 June 1982
Removed
Not supplied
Company number supplied
01600026
Financial period
1 January 2025 – 31 December 2025
Latest income
£1,154,498
Latest expenditure
£1,134,634
Gift Aid
Yes
Owns or uses land
Yes
In administration
No
Insolvent
No
CIO
No

Public contact address: Beth Ezra, 52 Smitham Bottom Lane, Purley, CR8 3DB

Website recorded by the regulator: www.bethezra.co.uk (displayed as text)

02 Activities

What the charity does

Provision of care for aged and sick members of the Dawn Christadelphian Fellowship and other aged, infirm or sick persons through the running of Beth Ezra, a Care Home at 52 Smitham Bottom Lane, Purley, Surrey.

03 Official extract

Charity Annual Return History

Fin Period Start Date
1 January 2025
Fin Period End Date
31 December 2025
Ar Cycle Reference
AR25
Reporting Due Date
31 October 2026
Date Annual Return Received
16 June 2026
Date Accounts Received
16 June 2026
Total Gross Income
£1,154,498
Total Gross Expenditure
£1,134,634
Fin Period Start Date
1 January 2024
Fin Period End Date
31 December 2024
Ar Cycle Reference
AR24
Reporting Due Date
31 October 2025
Date Annual Return Received
12 June 2025
Date Accounts Received
12 June 2025
Total Gross Income
£1,183,197
Total Gross Expenditure
£1,147,620
Fin Period Start Date
1 January 2023
Fin Period End Date
31 December 2023
Ar Cycle Reference
AR23
Reporting Due Date
31 October 2024
Date Annual Return Received
16 July 2024
Date Accounts Received
16 July 2024
Total Gross Income
£1,121,048
Total Gross Expenditure
£1,111,436
Fin Period Start Date
1 January 2022
Fin Period End Date
31 December 2022
Ar Cycle Reference
AR22
Reporting Due Date
31 October 2023
Date Annual Return Received
19 July 2023
Date Accounts Received
19 July 2023
Total Gross Income
£1,149,448
Total Gross Expenditure
£1,066,301
Fin Period Start Date
1 January 2021
Fin Period End Date
31 December 2021
Ar Cycle Reference
AR21
Reporting Due Date
31 October 2022
Date Annual Return Received
19 July 2022
Date Accounts Received
19 July 2022
Total Gross Income
£905,670
Total Gross Expenditure
£1,122,301

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind
Yes
Fin Period Order Number
1
Ar Cycle Reference
AR25
Fin Period Start Date
1 January 2025
Fin Period End Date
31 December 2025
Ar Due Date
31 October 2026
Ar Received Date
16 June 2026
Total Gross Income
£1,154,498
Total Gross Expenditure
£1,134,634
Grant Making Is Main Activity
No
Count Govt Contracts
4
Count Govt Grants
£0
Income From Government Contracts
154451
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
49
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 January 2024
Fin Period End Date
31 December 2024
Ar Due Date
31 October 2025
Ar Received Date
12 June 2025
Total Gross Income
£1,183,197
Total Gross Expenditure
£1,147,620
Grant Making Is Main Activity
No
Count Govt Contracts
3
Count Govt Grants
£0
Income From Government Contracts
111442
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
49
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 January 2023
Fin Period End Date
31 December 2023
Ar Due Date
31 October 2024
Ar Received Date
16 July 2024
Total Gross Income
£1,121,048
Total Gross Expenditure
£1,111,436
Grant Making Is Main Activity
No
Count Govt Contracts
3
Count Govt Grants
£0
Income From Government Contracts
105334
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
30
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 January 2022
Fin Period End Date
31 December 2022
Ar Due Date
31 October 2023
Ar Received Date
19 July 2023
Total Gross Income
£1,149,448
Total Gross Expenditure
£1,066,301
Charity Raises Funds From Public
No
Grant Making Is Main Activity
No
Charity Receives Govt Funding Contracts
Yes
Count Govt Contracts
4
Charity Receives Govt Funding Grants
Yes
Count Govt Grants
£2
Income From Government Contracts
111899
Income From Government Grants
£10,625
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
15
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 January 2021
Fin Period End Date
31 December 2021
Ar Due Date
31 October 2022
Ar Received Date
19 July 2022
Total Gross Income
£905,670
Total Gross Expenditure
£1,122,301
Charity Raises Funds From Public
No
Grant Making Is Main Activity
No
Charity Receives Govt Funding Contracts
Yes
Count Govt Contracts
4
Charity Receives Govt Funding Grants
Yes
Count Govt Grants
£6
Income From Government Contracts
107982
Income From Government Grants
£23,793
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
Yes
Employees Salary Over 60k
No
Count Volunteers
11

05 Official extract

Charity Annual Return Partb

Latest Fin Period Submitted Ind
Yes
Fin Period Order Number
1
Ar Cycle Reference
AR25
Fin Period Start Date
1 January 2025
Fin Period End Date
31 December 2025
Ar Due Date
31 October 2026
Ar Received Date
16 June 2026
Income Donations And Legacies
34107
Income Other Trading Activities
0
Income Charitable Activities
1022271
Income Investments
98120
Income Other
0
Income Total Income And Endowments
1154498
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£3,606
Expenditure Charitable Expenditure
£1,131,028
Expenditure Other
0
Expenditure Total
1134634
Expenditure Investment Management
3606
Expenditure Grants Institution
0
Expenditure Governance
6758
Expenditure Support Costs
6758
Expenditure Depreciation
39131
Gain Loss Investment
39736
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£1,375,451
Assets Total Fixed
1891583
Assets Own Use
845487
Assets Long Term Investment
1046096
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,538,894
Assets Total Liabilities
£163,443
Assets Current Investment
1024360
Assets Total Assets And Liabilities
£3,267,034
Creditors One Year Total Current
163443
Creditors Falling Due After One Year
0
Assets Cash
£475,353
Funds Endowment
0
Funds Unrestricted
3267034
Funds Restricted
0
Funds Total
3267034
Count Employees
28
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 January 2024
Fin Period End Date
31 December 2024
Ar Due Date
31 October 2025
Ar Received Date
12 June 2025
Income Donations And Legacies
25144
Income Other Trading Activities
0
Income Charitable Activities
1069082
Income Investments
88971
Income Other
0
Income Total Income And Endowments
1183197
Income Legacies
10060
Income Endowments
0
Expenditure Raising Funds
£8,782
Expenditure Charitable Expenditure
£1,138,838
Expenditure Other
0
Expenditure Total
1147620
Expenditure Investment Management
8782
Expenditure Grants Institution
0
Expenditure Governance
6898
Expenditure Support Costs
6898
Expenditure Depreciation
38027
Gain Loss Investment
17621
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£1,367,200
Assets Total Fixed
1840234
Assets Own Use
794138
Assets Long Term Investment
1046096
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,526,687
Assets Total Liabilities
£159,487
Assets Current Investment
883429
Assets Total Assets And Liabilities
£3,207,434
Creditors One Year Total Current
159487
Creditors Falling Due After One Year
0
Assets Cash
£546,046
Funds Endowment
0
Funds Unrestricted
3207434
Funds Restricted
0
Funds Total
3207434
Count Employees
30
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 January 2023
Fin Period End Date
31 December 2023
Ar Due Date
31 October 2024
Ar Received Date
16 July 2024
Income Donations And Legacies
20437
Income Other Trading Activities
0
Income Charitable Activities
1037349
Income Investments
63262
Income Other
0
Income Total Income And Endowments
1121048
Income Legacies
500
Income Endowments
0
Expenditure Raising Funds
£27,073
Expenditure Charitable Expenditure
£1,084,363
Expenditure Other
0
Expenditure Total
1111436
Expenditure Investment Management
27073
Expenditure Grants Institution
0
Expenditure Governance
6556
Expenditure Support Costs
6556
Expenditure Depreciation
44764
Gain Loss Investment
22965
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£1,198,087
Assets Total Fixed
1956149
Assets Own Use
820376
Assets Long Term Investment
1135773
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,318,804
Assets Total Liabilities
£120,717
Assets Current Investment
759560
Assets Total Assets And Liabilities
£3,154,236
Creditors One Year Total Current
120717
Creditors Falling Due After One Year
0
Assets Cash
£518,080
Funds Endowment
0
Funds Unrestricted
3154236
Funds Restricted
0
Funds Total
3154236
Count Employees
32
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 January 2022
Fin Period End Date
31 December 2022
Ar Due Date
31 October 2023
Ar Received Date
19 July 2023
Income Donations And Legacies
19792
Income Other Trading Activities
0
Income Charitable Activities
1057053
Income Investments
72603
Income Other
0
Income Total Income And Endowments
1149448
Income Legacies
1140
Income Endowments
0
Expenditure Raising Funds
£11,363
Expenditure Charitable Expenditure
£1,054,938
Expenditure Other
0
Expenditure Total
1066301
Expenditure Investment Management
11363
Expenditure Grants Institution
0
Expenditure Governance
9258
Expenditure Support Costs
9258
Expenditure Depreciation
42679
Gain Loss Investment
-47501
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
1900
Gain Loss Other
0
Reserves
£1,120,216
Assets Total Fixed
2001443
Assets Own Use
782168
Assets Long Term Investment
1219275
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,259,220
Assets Total Liabilities
£139,004
Assets Current Investment
649044
Assets Total Assets And Liabilities
£3,121,659
Creditors One Year Total Current
139004
Creditors Falling Due After One Year
0
Assets Cash
£556,935
Funds Endowment
0
Funds Unrestricted
3121659
Funds Restricted
0
Funds Total
3121659
Count Employees
31
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 January 2021
Fin Period End Date
31 December 2021
Ar Due Date
31 October 2022
Ar Received Date
19 July 2022
Income Donations And Legacies
89773
Income Other Trading Activities
0
Income Charitable Activities
764161
Income Investments
51500
Income Other
236
Income Total Income And Endowments
905670
Income Legacies
58979
Income Endowments
0
Expenditure Raising Funds
£68,248
Expenditure Charitable Expenditure
£1,054,053
Expenditure Other
0
Expenditure Total
1122301
Expenditure Investment Management
68248
Expenditure Grants Institution
0
Expenditure Governance
7378
Expenditure Support Costs
7378
Expenditure Depreciation
39262
Gain Loss Investment
40231
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£1,307,339
Assets Total Fixed
1776774
Assets Own Use
735548
Assets Long Term Investment
1041226
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,430,356
Assets Total Liabilities
£123,017
Assets Current Investment
794735
Assets Total Assets And Liabilities
£3,084,113
Creditors One Year Total Current
123017
Creditors Falling Due After One Year
0
Assets Cash
£599,776
Funds Endowment
0
Funds Unrestricted
3084113
Funds Restricted
0
Funds Total
3084113
Count Employees
31
Charity Only Accounts
Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type
Local Authority
Geographic Area Description
Surrey
Welsh Ind
No

07 Official extract

Charity Classification

Classification Code
108
Classification Type
What
Classification Description
Religious Activities
Classification Code
103
Classification Type
What
Classification Description
The Advancement Of Health Or Saving Of Lives
Classification Code
304
Classification Type
How
Classification Description
Provides Human Resources
Classification Code
107
Classification Type
What
Classification Description
Accommodation/housing
Classification Code
305
Classification Type
How
Classification Description
Provides Buildings/facilities/open Space
Classification Code
203
Classification Type
Who
Classification Description
People With Disabilities
Classification Code
301
Classification Type
How
Classification Description
Makes Grants To Individuals
Classification Code
306
Classification Type
How
Classification Description
Provides Services
Classification Code
202
Classification Type
Who
Classification Description
Elderly/old People

08 Official extract

Charity Event History

Charity Name
BETH-EZRA TRUST
Charity Event Order
1
Event Type
Standard registration
Date Of Event
1982-06-22T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description
MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 25 NOVEMBER 1981 AS AMENDED BY SPECIAL RESOLUTIONS DATED 3 MAY 1988, 14 JANUARY 2006 AND 14 NOVEMBER 2009.
Charitable Objects
TO PROMOTE AND PROVIDE CARE FOR AGED SICK OR INFIRM MEMBERS OF ECCLESIASTIC BELONGING TO THE CHRISTADELPHIAN DAWN FELLOWSHIP OR INDIVIDUAL MEMBERS OF THAT FELLOWSHIP AND OTHER AGED INFIRM OR SICK PERSONS. (FOR FURTHER DETAILS SEE CLAUSE 3 OF MEMORANDUM OF ASSOCIATION. )
Area Of Benefit
NOT DEFINED

10 Official extract

Charity Other Regulators

Regulator Order
1
Regulator Name
Care Quality Commission

11 Official extract

Charity Policy

Policy Name
Investment
Policy Name
Paying staff
Policy Name
Serious incident reporting policy and procedures
Policy Name
Internal risk management policy and procedures
Policy Name
Trustee conflicts of interest policy and procedures
Policy Name
Internal charity financial controls policy and procedures
Policy Name
Risk management
Policy Name
Trustee expenses policy and procedures
Policy Name
Conflicting interests
Policy Name
Bullying and harassment policy and procedures
Policy Name
Safeguarding vulnerable beneficiaries
Policy Name
Investing charity funds policy and procedures
Policy Name
Complaints policy and procedures
Policy Name
Financial reserves policy and procedures
Policy Name
Volunteer management
Policy Name
Complaints handling
Policy Name
Safeguarding policy and procedures