CCEW Charity Commission profile

BEVIS MARKS SYNAGOGUE HERITAGE FOUNDATION

Registered charity 1184803 · organisation 5142970

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Charitable company
Registered
7 August 2019
Removed
Not supplied
Company number supplied
12013004
Financial period
31 October 2024 – 30 October 2025
Latest income
£598,573
Latest expenditure
£1,214,681
Gift Aid
Yes
Owns or uses land
Yes
In administration
No
Insolvent
No
CIO
No

Public contact address: Bevis Marks Synagogue, 12-16 Bevis Marks, London, EC3A 7LH

02 Activities

What the charity does

Bevis Marks , built in 1701, will undergo conservation work to protect its fabric and bring it up to the standards expected of a modern public building. The area and buildings around the synagogue will become an education and cultural centre telling the story of the community that made it within the context of it surroundings, and how it has become the longest serving synagogue in Europe

03 Official extract

Charity Annual Return History

Fin Period Start Date
31 October 2024
Fin Period End Date
30 October 2025
Ar Cycle Reference
AR25
Reporting Due Date
30 August 2026
Date Annual Return Received
20 July 2026
Date Accounts Received
20 July 2026
Total Gross Income
£598,573
Total Gross Expenditure
£1,214,681
Fin Period Start Date
31 October 2023
Fin Period End Date
30 October 2024
Ar Cycle Reference
AR24
Reporting Due Date
30 August 2025
Date Annual Return Received
11 August 2025
Date Accounts Received
11 August 2025
Total Gross Income
£705,115
Total Gross Expenditure
£837,919
Fin Period Start Date
31 October 2022
Fin Period End Date
30 October 2023
Ar Cycle Reference
AR23
Reporting Due Date
30 August 2024
Date Annual Return Received
7 August 2024
Date Accounts Received
7 August 2024
Total Gross Income
£1,253,216
Total Gross Expenditure
£924,309
Fin Period Start Date
31 October 2021
Fin Period End Date
30 October 2022
Ar Cycle Reference
AR22
Reporting Due Date
30 August 2023
Date Annual Return Received
30 March 2023
Date Accounts Received
30 March 2023
Total Gross Income
£1,249,872
Total Gross Expenditure
£1,595,952
Fin Period Start Date
31 October 2020
Fin Period End Date
30 October 2021
Ar Cycle Reference
AR21
Reporting Due Date
30 August 2022
Date Annual Return Received
25 August 2022
Date Accounts Received
25 August 2022
Total Gross Income
£2,651,276
Total Gross Expenditure
£1,796,180

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
31 October 2024
Fin Period End Date
30 October 2025
Ar Due Date
30 August 2026
Ar Received Date
20 July 2026
Total Gross Income
£598,573
Total Gross Expenditure
£1,214,681
Grant Making Is Main Activity
No
Count Govt Contracts
0
Count Govt Grants
£1
Income From Government Grants
£15,000
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
25
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
31 October 2023
Fin Period End Date
30 October 2024
Ar Due Date
30 August 2025
Ar Received Date
11 August 2025
Total Gross Income
£705,115
Total Gross Expenditure
£837,919
Grant Making Is Main Activity
No
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
Employees Salary Over 60k
No
Count Volunteers
20
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
31 October 2022
Fin Period End Date
30 October 2023
Ar Due Date
30 August 2024
Ar Received Date
7 August 2024
Total Gross Income
£1,253,216
Total Gross Expenditure
£924,309
Grant Making Is Main Activity
No
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
AR22
Fin Period Start Date
31 October 2021
Fin Period End Date
30 October 2022
Ar Due Date
30 August 2023
Ar Received Date
30 March 2023
Total Gross Income
£1,249,872
Total Gross Expenditure
£1,595,952
Charity Raises Funds From Public
No
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
4
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
31 October 2020
Fin Period End Date
30 October 2021
Ar Due Date
30 August 2022
Ar Received Date
25 August 2022
Total Gross Income
£2,651,276
Total Gross Expenditure
£1,796,180
Charity Raises Funds From Public
Yes
Charity Professional Fundraiser
Yes
Charity Agreement Professional Fundraiser
Yes
Charity Commercial Participator
No
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
4

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
31 October 2024
Fin Period End Date
30 October 2025
Ar Due Date
30 August 2026
Ar Received Date
20 July 2026
Income Donations And Legacies
598573
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
0
Income Other
0
Income Total Income And Endowments
598573
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£12,044
Expenditure Charitable Expenditure
£1,202,637
Expenditure Other
0
Expenditure Total
1214681
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
22197
Expenditure Support Costs
213863
Expenditure Depreciation
0
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£250,000
Assets Total Fixed
0
Assets Own Use
0
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£714,783
Assets Total Liabilities
£75,383
Assets Current Investment
0
Assets Total Assets And Liabilities
£639,400
Creditors One Year Total Current
75383
Creditors Falling Due After One Year
0
Assets Cash
£253,982
Funds Endowment
0
Funds Unrestricted
606337
Funds Restricted
33063
Funds Total
639400
Count Employees
3
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
31 October 2023
Fin Period End Date
30 October 2024
Ar Due Date
30 August 2025
Ar Received Date
11 August 2025
Income Donations And Legacies
704770
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
0
Income Other
345
Income Total Income And Endowments
705115
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£1,246
Expenditure Charitable Expenditure
£836,673
Expenditure Other
0
Expenditure Total
837919
Expenditure Investment Management
0
Expenditure Grants Institution
5000
Expenditure Governance
22197
Expenditure Support Costs
116818
Expenditure Depreciation
0
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£1,255,508
Assets Total Fixed
0
Assets Own Use
0
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,345,266
Assets Total Liabilities
£89,758
Assets Current Investment
0
Assets Total Assets And Liabilities
£1,255,508
Creditors One Year Total Current
89758
Creditors Falling Due After One Year
0
Assets Cash
£733,946
Funds Endowment
0
Funds Unrestricted
1255508
Funds Restricted
0
Funds Total
1255508
Count Employees
1
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
31 October 2022
Fin Period End Date
30 October 2023
Ar Due Date
30 August 2024
Ar Received Date
7 August 2024
Income Donations And Legacies
1239777
Income Other Trading Activities
13439
Income Charitable Activities
0
Income Investments
0
Income Other
0
Income Total Income And Endowments
1253216
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£1,293
Expenditure Charitable Expenditure
£923,016
Expenditure Other
0
Expenditure Total
924309
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
10561
Expenditure Support Costs
85029
Expenditure Depreciation
0
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£950,427
Assets Total Fixed
0
Assets Own Use
0
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,598,879
Assets Total Liabilities
£210,567
Assets Current Investment
0
Assets Total Assets And Liabilities
£1,388,312
Creditors One Year Total Current
210567
Creditors Falling Due After One Year
0
Assets Cash
£859,276
Funds Endowment
0
Funds Unrestricted
950427
Funds Restricted
437885
Funds Total
1388312
Count Employees
0
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
31 October 2021
Fin Period End Date
30 October 2022
Ar Due Date
30 August 2023
Ar Received Date
30 March 2023
Income Donations And Legacies
1249872
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
0
Income Other
0
Income Total Income And Endowments
1249872
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£1,260
Expenditure Charitable Expenditure
£1,594,692
Expenditure Other
0
Expenditure Total
1595952
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
19421
Expenditure Support Costs
94345
Expenditure Depreciation
0
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£1,059,405
Assets Total Fixed
0
Assets Own Use
0
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,330,039
Assets Total Liabilities
£270,634
Assets Current Investment
0
Assets Total Assets And Liabilities
£1,059,405
Creditors One Year Total Current
270634
Creditors Falling Due After One Year
0
Assets Cash
£239,509
Funds Endowment
0
Funds Unrestricted
1059405
Funds Restricted
0
Funds Total
1059405
Count Employees
6
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
31 October 2020
Fin Period End Date
30 October 2021
Ar Due Date
30 August 2022
Ar Received Date
25 August 2022
Income Donations And Legacies
2651276
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
0
Income Other
0
Income Total Income And Endowments
2651276
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£500
Expenditure Charitable Expenditure
£1,795,680
Expenditure Other
0
Expenditure Total
1796180
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
20152
Expenditure Support Costs
58964
Expenditure Depreciation
0
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£1,303,790
Assets Total Fixed
0
Assets Own Use
0
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,489,988
Assets Total Liabilities
£84,503
Assets Current Investment
0
Assets Total Assets And Liabilities
£1,405,485
Creditors One Year Total Current
84503
Creditors Falling Due After One Year
0
Assets Cash
£498,045
Funds Endowment
0
Funds Unrestricted
1303790
Funds Restricted
101695
Funds Total
1405485
Count Employees
6
Charity Only Accounts
Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type
Local Authority
Geographic Area Description
City Of London
Parent Geographic Area Type
Metropolitan Counties
Parent Geographic Area Description
Greater London
Welsh Ind
No

07 Official extract

Charity Classification

Classification Code
308
Classification Type
How
Classification Description
Sponsors Or Undertakes Research
Classification Code
109
Classification Type
What
Classification Description
Arts/culture/heritage/science
Classification Code
207
Classification Type
Who
Classification Description
The General Public/mankind
Classification Code
108
Classification Type
What
Classification Description
Religious Activities
Classification Code
305
Classification Type
How
Classification Description
Provides Buildings/facilities/open Space
Classification Code
102
Classification Type
What
Classification Description
Education/training

08 Official extract

Charity Event History

Charity Name
BEVIS MARKS SYNAGOGUE HERITAGE FOUNDATION
Charity Event Order
2
Event Type
Asset transfer in
Date Of Event
2022-03-29T00:00:00
Reason
Transfer of funds
Assoc Organisation Number
299809
Assoc Registered Charity Number
299809
Assoc Charity Name
ABRAHAM LOPES DIAS FOUNDATION
Charity Name
BEVIS MARKS SYNAGOGUE HERITAGE FOUNDATION
Charity Event Order
1
Event Type
Standard registration
Date Of Event
2019-08-07T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description
MEMORANDUM AND ARTICLES INCORPORATED 23 MAY 2019
Charitable Objects
THE ONLY OBJECTS FOR WHICH THE CHARITY IS ESTABLISHED ARE FOR THE PUBLIC BENEFIT TO ADVANCE EDUCATION ON THE ORTHODOX JEWISH RELIGION, THE HISTORY, CULTURE AND TRADITIONS OF THE SPANISH & PORTUGUESE JEWISH COMMUNITY AND OTHER SEPHARDI COMMUNITIES, IN PARTICULAR BUT NOT EXCLUSIVELY BY THE CURATION, PRESERVATION AND CATALOGUING AT THE BEVIS MARKS SYNAGOGUE SITE OF HISTORIC DOCUMENTS, RECORDS, ARTEFACTS AND SYNAGOGUE BUILDINGS FOR PUBLIC DISPLAY AND FOR THE PURPOSES OF RESEARCH AND FOR SUCH OTHER CHARITABLE PURPOSES AS MAY BE PROMOTED BY THE S&P CHARITY.

10 Official extract

Charity Other Names

Charity Name Id
617342
Charity Name Type
Previous name
Charity Name
BEVIS MARKS SYNAGOGUE HERITAGE TRUST

11 Official extract

Charity Policy

Policy Name
Internal charity financial controls policy and procedures
Policy Name
Complaints policy and procedures
Policy Name
Safeguarding vulnerable beneficiaries
Policy Name
Internal risk management policy and procedures
Policy Name
Trustee conflicts of interest policy and procedures
Policy Name
Conflicting interests
Policy Name
Bullying and harassment policy and procedures
Policy Name
Investment
Policy Name
Safeguarding policy and procedures
Policy Name
Volunteer management
Policy Name
Risk management
Policy Name
Financial reserves policy and procedures