J & R Charitable Trust — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Other
Registered: 9 June 2003
Removed: Not supplied
Financial period: 1 July 2024 – 30 June 2025
Latest income: £330,592
Latest expenditure: £290,917
Gift Aid: No
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: No

Public contact address: 4 CAZENOVE ROAD, LONDON, N16 6BD

02 Activities

What the charity does

The objects are to provide general charitable donations and in particular for the relief of poverty and the advancement of religion and religious education.The policy of the Beis Hamedrash PeÔÇÖer Meshulem DÔÇÖTosh continues to be to derive its income from its investment property and donations from various institutions and individuals and to make donations in accordance with the TrustÔÇÖs objects.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 July 2024
Fin Period End Date: 30 June 2025
Ar Cycle Reference: AR25
Reporting Due Date: 30 April 2026
Date Annual Return Received: 30 April 2026
Date Accounts Received: 30 April 2026
Total Gross Income: £330,592
Total Gross Expenditure: £290,917

Fin Period Start Date: 1 July 2023
Fin Period End Date: 30 June 2024
Ar Cycle Reference: AR24
Reporting Due Date: 30 April 2025
Date Annual Return Received: 30 April 2025
Date Accounts Received: 30 April 2025
Total Gross Income: £527,614
Total Gross Expenditure: £468,466

Fin Period Start Date: 1 July 2022
Fin Period End Date: 30 June 2023
Ar Cycle Reference: AR23
Reporting Due Date: 30 April 2024
Date Annual Return Received: 25 April 2024
Date Accounts Received: 25 April 2024
Total Gross Income: £249,437
Total Gross Expenditure: £564,959

Fin Period Start Date: 1 July 2021
Fin Period End Date: 30 June 2022
Ar Cycle Reference: AR22
Reporting Due Date: 30 April 2023
Date Annual Return Received: 6 June 2023
Date Accounts Received: 6 June 2023
Total Gross Income: £219,743
Total Gross Expenditure: £182,371

Fin Period Start Date: 1 July 2020
Fin Period End Date: 30 June 2021
Ar Cycle Reference: AR21
Reporting Due Date: 30 April 2022
Date Annual Return Received: 29 April 2022
Date Accounts Received: 29 April 2022
Total Gross Income: £355,411
Total Gross Expenditure: £247,328

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 July 2024
Fin Period End Date: 30 June 2025
Ar Due Date: 30 April 2026
Ar Received Date: 30 April 2026
Total Gross Income: £330,592
Total Gross Expenditure: £290,917
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
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
Count Volunteers: 3

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 July 2023
Fin Period End Date: 30 June 2024
Ar Due Date: 30 April 2025
Ar Received Date: 30 April 2025
Total Gross Income: £527,614
Total Gross Expenditure: £468,466
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
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
Count Volunteers: 3

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 July 2022
Fin Period End Date: 30 June 2023
Ar Due Date: 30 April 2024
Ar Received Date: 25 April 2024
Total Gross Income: £249,437
Total Gross Expenditure: £564,959
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
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
Count Volunteers: 3

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 July 2021
Fin Period End Date: 30 June 2022
Ar Due Date: 30 April 2023
Ar Received Date: 6 June 2023
Total Gross Income: £219,743
Total Gross Expenditure: £182,371
Charity Raises Funds From Public: No
Grant Making Is Main Activity: Yes
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 3

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 1 July 2020
Fin Period End Date: 30 June 2021
Ar Due Date: 30 April 2022
Ar Received Date: 29 April 2022
Total Gross Income: £355,411
Total Gross Expenditure: £247,328
Charity Raises Funds From Public: No
Grant Making Is Main Activity: Yes
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 3

05 Official extract

Charity Annual Return Partb

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 July 2023
Fin Period End Date: 30 June 2024
Ar Due Date: 30 April 2025
Ar Received Date: 30 April 2025
Income Donations And Legacies: 527614
Income Other Trading Activities: 0
Income Charitable Activities: 0
Income Investments: 0
Income Other: 0
Income Total Income And Endowments: 527614
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £2,828
Expenditure Charitable Expenditure: £463,607
Expenditure Other: 2031
Expenditure Total: 468466
Expenditure Investment Management: 0
Expenditure Grants Institution: 463607
Expenditure Governance: 0
Expenditure Support Costs: 0
Expenditure Depreciation: 0
Gain Loss Investment: 0
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £800,000
Assets Total Fixed: 0
Assets Own Use: 0
Assets Long Term Investment: 0
Defined Benefit Pension Scheme: 0
Assets Other Assets: £587,061
Assets Total Liabilities: £1,920
Assets Current Investment: 0
Assets Total Assets And Liabilities: £585,141
Creditors One Year Total Current: 1920
Creditors Falling Due After One Year: 0
Assets Cash: £11,653
Funds Endowment: 0
Funds Unrestricted: 585141
Funds Restricted: 0
Funds Total: 585141
Count Employees: 0
Charity Only Accounts: Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type: Region
Geographic Area Description: Throughout England And Wales
Welsh Ind: No

07 Official extract

Charity Classification

Classification Code: 108
Classification Type: What
Classification Description: Religious Activities

Classification Code: 302
Classification Type: How
Classification Description: Makes Grants To Organisations

Classification Code: 205
Classification Type: Who
Classification Description: Other Charities Or Voluntary Bodies

Classification Code: 301
Classification Type: How
Classification Description: Makes Grants To Individuals

Classification Code: 204
Classification Type: Who
Classification Description: People Of A Particular Ethnic Or Racial Origin

Classification Code: 101
Classification Type: What
Classification Description: General Charitable Purposes

Classification Code: 102
Classification Type: What
Classification Description: Education/training

Classification Code: 105
Classification Type: What
Classification Description: The Prevention Or Relief Of Poverty

08 Official extract

Charity Event History

Charity Name: J & R Charitable Trust
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 2003-06-09T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description: DECLARATION OF TRUST DATED 3 JULY 2001 as amended on 06 Jul 2022
Charitable Objects: FOR GENERAL CHARITABLE PURPOSES AND IN PARTICULAR FOR THE SUPPORT OF TOSH INSTITUTIONS THROUGHOUT THE WORLD.
Area Of Benefit: THROUGHOUT THE WORLD

10 Official extract

Charity Other Names

Charity Name Id: 394839
Charity Name Type: Previous name
Charity Name: BEIS HAMEDRASH PE'ER MESHULEM D'TOSH

11 Official extract

Charity Policy

Policy Name: Serious incident reporting policy and procedures

Policy Name: Risk management

Policy Name: Bullying and harassment policy and procedures

Policy Name: Safeguarding policy and procedures

Policy Name: Campaigns and political activity policy and procedures

Policy Name: Social media policy and procedures

Policy Name: Engaging external speakers at charity events policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Investment

Policy Name: Complaints policy and procedures

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Financial reserves policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Internal charity financial controls policy and procedures