CCEW Charity Commission profile

JEG TRUST LIMITED

Registered charity 1163312 · organisation 5066542

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Charitable company
Registered
26 August 2015
Removed
Not supplied
Company number supplied
09550385
Financial period
1 June 2025 – 31 May 2026
Latest income
£578,031
Latest expenditure
£668,988
Gift Aid
No
Owns or uses land
No
In administration
No
Insolvent
No
CIO
No

Public contact address: Melinek Fine Llp, Winston House, 349 Regents Park Road, LONDON, N3 1DH

02 Activities

What the charity does

The charity makes charitable donations and grants in pursuit of its objectives.

03 Official extract

Charity Annual Return History

Fin Period Start Date
1 June 2025
Fin Period End Date
31 May 2026
Ar Cycle Reference
AR26
Reporting Due Date
31 March 2027
Date Annual Return Received
3 November 2026
Date Accounts Received
3 November 2026
Total Gross Income
£578,031
Total Gross Expenditure
£668,988
Fin Period Start Date
1 June 2024
Fin Period End Date
31 May 2025
Ar Cycle Reference
AR25
Reporting Due Date
31 March 2026
Date Annual Return Received
17 July 2025
Date Accounts Received
17 July 2025
Total Gross Income
£672,279
Total Gross Expenditure
£608,363
Fin Period Start Date
1 June 2023
Fin Period End Date
31 May 2024
Ar Cycle Reference
AR24
Reporting Due Date
31 March 2025
Date Annual Return Received
2 August 2024
Date Accounts Received
2 August 2024
Total Gross Income
£750,866
Total Gross Expenditure
£718,592
Fin Period Start Date
1 June 2022
Fin Period End Date
31 May 2023
Ar Cycle Reference
AR23
Reporting Due Date
31 March 2024
Date Annual Return Received
8 November 2023
Date Accounts Received
8 November 2023
Total Gross Income
£743,893
Total Gross Expenditure
£631,710
Fin Period Start Date
1 June 2021
Fin Period End Date
31 May 2022
Ar Cycle Reference
AR22
Reporting Due Date
31 March 2023
Date Annual Return Received
27 July 2022
Date Accounts Received
27 July 2022
Total Gross Income
£698,137
Total Gross Expenditure
£944,118

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind
Yes
Fin Period Order Number
1
Ar Cycle Reference
AR26
Fin Period Start Date
1 June 2025
Fin Period End Date
31 May 2026
Ar Due Date
31 March 2027
Ar Received Date
3 November 2026
Total Gross Income
£578,031
Total Gross Expenditure
£668,988
Grant Making Is Main Activity
Yes
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
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR25
Fin Period Start Date
1 June 2024
Fin Period End Date
31 May 2025
Ar Due Date
31 March 2026
Ar Received Date
17 July 2025
Total Gross Income
£672,279
Total Gross Expenditure
£608,363
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
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR24
Fin Period Start Date
1 June 2023
Fin Period End Date
31 May 2024
Ar Due Date
31 March 2025
Ar Received Date
2 August 2024
Total Gross Income
£750,866
Total Gross Expenditure
£718,592
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
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR23
Fin Period Start Date
1 June 2022
Fin Period End Date
31 May 2023
Ar Due Date
31 March 2024
Ar Received Date
8 November 2023
Total Gross Income
£743,893
Total Gross Expenditure
£631,710
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
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR22
Fin Period Start Date
1 June 2021
Fin Period End Date
31 May 2022
Ar Due Date
31 March 2023
Ar Received Date
27 July 2022
Total Gross Income
£698,137
Total Gross Expenditure
£944,118
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
0

05 Official extract

Charity Annual Return Partb

Latest Fin Period Submitted Ind
Yes
Fin Period Order Number
1
Ar Cycle Reference
AR26
Fin Period Start Date
1 June 2025
Fin Period End Date
31 May 2026
Ar Due Date
31 March 2027
Ar Received Date
3 November 2026
Income Donations And Legacies
577225
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
806
Income Other
0
Income Total Income And Endowments
578031
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£668,988
Expenditure Other
0
Expenditure Total
668988
Expenditure Investment Management
0
Expenditure Grants Institution
667198
Expenditure Governance
1508
Expenditure Support Costs
1790
Expenditure Depreciation
0
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£0
Assets Total Fixed
31850
Assets Own Use
0
Assets Long Term Investment
31850
Defined Benefit Pension Scheme
0
Assets Other Assets
£90,330
Assets Total Liabilities
£2,927
Assets Current Investment
0
Assets Total Assets And Liabilities
£119,253
Creditors One Year Total Current
2927
Creditors Falling Due After One Year
0
Assets Cash
£71,830
Funds Endowment
0
Funds Unrestricted
119253
Funds Restricted
0
Funds Total
119253
Count Employees
0
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR25
Fin Period Start Date
1 June 2024
Fin Period End Date
31 May 2025
Ar Due Date
31 March 2026
Ar Received Date
17 July 2025
Income Donations And Legacies
672104
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
175
Income Other
0
Income Total Income And Endowments
672279
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£608,363
Expenditure Other
0
Expenditure Total
608363
Expenditure Investment Management
0
Expenditure Grants Institution
606402
Expenditure Governance
1432
Expenditure Support Costs
1961
Expenditure Depreciation
0
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£0
Assets Total Fixed
31850
Assets Own Use
0
Assets Long Term Investment
31850
Defined Benefit Pension Scheme
0
Assets Other Assets
£191,227
Assets Total Liabilities
£12,867
Assets Current Investment
0
Assets Total Assets And Liabilities
£210,210
Creditors One Year Total Current
11200
Creditors Falling Due After One Year
1667
Assets Cash
£170,727
Funds Endowment
0
Funds Unrestricted
210210
Funds Restricted
0
Funds Total
210210
Count Employees
0
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR24
Fin Period Start Date
1 June 2023
Fin Period End Date
31 May 2024
Ar Due Date
31 March 2025
Ar Received Date
2 August 2024
Income Donations And Legacies
750341
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
525
Income Other
0
Income Total Income And Endowments
750866
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£718,592
Expenditure Other
0
Expenditure Total
718592
Expenditure Investment Management
0
Expenditure Grants Institution
716442
Expenditure Governance
1369
Expenditure Support Costs
2150
Expenditure Depreciation
0
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£0
Assets Total Fixed
31850
Assets Own Use
0
Assets Long Term Investment
31850
Defined Benefit Pension Scheme
0
Assets Other Assets
£137,311
Assets Total Liabilities
£22,867
Assets Current Investment
0
Assets Total Assets And Liabilities
£146,294
Creditors One Year Total Current
11200
Creditors Falling Due After One Year
11667
Assets Cash
£112,311
Funds Endowment
0
Funds Unrestricted
146294
Funds Restricted
0
Funds Total
146294
Count Employees
0
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR23
Fin Period Start Date
1 June 2022
Fin Period End Date
31 May 2023
Ar Due Date
31 March 2024
Ar Received Date
8 November 2023
Income Donations And Legacies
743368
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
525
Income Other
0
Income Total Income And Endowments
743893
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£631,710
Expenditure Other
0
Expenditure Total
631710
Expenditure Investment Management
0
Expenditure Grants Institution
629311
Expenditure Governance
1369
Expenditure Support Costs
2399
Expenditure Depreciation
0
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£0
Assets Total Fixed
31850
Assets Own Use
0
Assets Long Term Investment
31850
Defined Benefit Pension Scheme
0
Assets Other Assets
£115,036
Assets Total Liabilities
£32,866
Assets Current Investment
0
Assets Total Assets And Liabilities
£114,020
Creditors One Year Total Current
11200
Creditors Falling Due After One Year
21666
Assets Cash
£18,395
Funds Endowment
0
Funds Unrestricted
114020
Funds Restricted
0
Funds Total
114020
Count Employees
0
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR22
Fin Period Start Date
1 June 2021
Fin Period End Date
31 May 2022
Ar Due Date
31 March 2023
Ar Received Date
27 July 2022
Income Donations And Legacies
697612
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
525
Income Other
0
Income Total Income And Endowments
698137
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£944,118
Expenditure Other
0
Expenditure Total
944118
Expenditure Investment Management
0
Expenditure Grants Institution
941691
Expenditure Governance
1369
Expenditure Support Costs
2427
Expenditure Depreciation
0
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£0
Assets Total Fixed
31850
Assets Own Use
0
Assets Long Term Investment
31850
Defined Benefit Pension Scheme
0
Assets Other Assets
£12,854
Assets Total Liabilities
£42,867
Assets Current Investment
0
Assets Total Assets And Liabilities
£1,837
Creditors One Year Total Current
11200
Creditors Falling Due After One Year
31667
Assets Cash
£12,854
Funds Endowment
0
Funds Unrestricted
1837
Funds Restricted
0
Funds Total
1837
Count Employees
0
Charity Only Accounts
Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type
Region
Geographic Area Description
Throughout London
Welsh Ind
No

07 Official extract

Charity Classification

Classification Code
101
Classification Type
What
Classification Description
General Charitable Purposes
Classification Code
301
Classification Type
How
Classification Description
Makes Grants To Individuals
Classification Code
105
Classification Type
What
Classification Description
The Prevention Or Relief Of Poverty
Classification Code
302
Classification Type
How
Classification Description
Makes Grants To Organisations
Classification Code
207
Classification Type
Who
Classification Description
The General Public/mankind

08 Official extract

Charity Event History

Charity Name
JEG TRUST LIMITED
Charity Event Order
1
Event Type
Standard registration
Date Of Event
2015-08-26T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description
MEMORANDUM AND ARTICLES INCORPORATED 20 APR 2015
Charitable Objects
THE RELIEF OF POVERTY AMONG PERSONS OF PRIMARILY BUT NOT EXCLUSIVELY THE JEWISH FAITH IN ANY PART OF THE WORLD. THE ADVANCEMENT OF THE JEWISH RELIGION IN ANY PART OF THE WORLD.

10 Official extract

Charity Policy

Policy Name
Risk management
Policy Name
Trustee expenses policy and procedures
Policy Name
Financial reserves policy and procedures
Policy Name
Conflicting interests
Policy Name
Serious incident reporting policy and procedures
Policy Name
Safeguarding policy and procedures
Policy Name
Investing charity funds policy and procedures
Policy Name
Complaints policy and procedures
Policy Name
Trustee conflicts of interest policy and procedures
Policy Name
Internal risk management policy and procedures
Policy Name
Internal charity financial controls policy and procedures