M AND S STORFER CHARITABLE TRUST

Charity number: 283151
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

To advance Orthodox Jewish Education To advance the religion of the Jewish faith in accordance with the Orthodox practice. The relief of poverty Such other purposesas are recognised by the law of England ans wales as charitable.

Income and expenditure

Data for financial year ending 05 April 2025

Total income:
£1,817,956

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Donations and legacies £1.82m
Charitable activities £0
Other trading activities £0
Investments £172
Other £0

Total expenditure:
£232,669

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Raising funds £769
Charitable activities £231.90k
Other £0

£38,489 investments gains (losses)

Charitable expenditure

Charitable expenditure

Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.

In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.

Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.

By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.

Text alternative for this canvas graphic is in the data table below.
Raising funds and other expenditure £769
Charitable expenditure £231.90k
Retained for future use £1.59m

People

2 Trustee(s)

Employees with total benefits over £60,000

No information available

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

Main way of carrying out purposes is grant making
What the charity does:
  • General Charitable Purposes
  • Education/training
  • The Advancement Of Health Or Saving Of Lives
  • Disability
  • The Prevention Or Relief Of Poverty
  • Religious Activities
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • People Of A Particular Ethnic Or Racial Origin
  • Other Charities Or Voluntary Bodies
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 10 September 1981: Standard registration
  • 23 September 2009: Removed (Does not operate)
  • 09 October 2009: Standard registration
  • 09 November 2010: Removed (Does not operate)
  • 10 March 2011: Standard registration
Organisation type:
Trust
Other names:

No other names

Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Complaints policy and procedures
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Risk management
  • Safeguarding policy and procedures
  • Serious incident reporting policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
Land and property:
This charity does not own and/or lease land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

2 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Michael Storfer Chair 01 April 1981
FRIENDS OF AYELET HASHACHAR
Received: On time
FRIENDS OF HAKSHIVA
Received: On time
UK FRIENDS OF ERETZ HEMDAH
Received: On time
SUSAN MONICA STORFER Trustee 01 April 1981
None on record

Financial history

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Financial period end date

Income / Expenditure 05/04/2021 05/04/2022 05/04/2023 05/04/2024 05/04/2025
Total gross income £108.45k £139.23k £10.80k £404.41k £1.82m
Total expenditure £141.04k £78.97k £94.76k £240.05k £232.67k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A N/A
Income - Donations and legacies N/A N/A N/A N/A £1.82m
Income - Other trading activities N/A N/A N/A N/A £0
Income - Charitable activities N/A N/A N/A N/A £0
Income - Endowments N/A N/A N/A N/A £0
Income - Investment N/A N/A N/A N/A £172
Income - Other N/A N/A N/A N/A £0
Income - Legacies N/A N/A N/A N/A £0
Expenditure - Charitable activities N/A N/A N/A N/A £231.90k
Expenditure - Raising funds N/A N/A N/A N/A £769
Expenditure - Governance N/A N/A N/A N/A £6.90k
Expenditure - Grants institution N/A N/A N/A N/A £225.00k
Expenditure - Investment management N/A N/A N/A N/A £769
Expenditure - Other N/A N/A N/A N/A £0

Assets and liabilities

Definitions for assets and liabilities
Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

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Asset / Liability 05/04/2021 05/04/2022 05/04/2023 05/04/2024 05/04/2025
Own use assets N/A N/A N/A N/A £0
Long-term investments N/A N/A N/A N/A £1.83m
Other assets N/A N/A N/A N/A £15.63k
Defined benefit pension scheme asset or liability N/A N/A N/A N/A £0
Total liabilities N/A N/A N/A N/A £66.02k

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 05 April 2025 28 January 2026 On time
Accounts and TAR 05 April 2025 28 January 2026 On time
Annual return 05 April 2024 22 January 2025 On time
Accounts and TAR 05 April 2024 22 January 2025 On time
Annual return 05 April 2023 24 January 2024 On time
Accounts and TAR 05 April 2023 Not required
Annual return 05 April 2022 25 January 2023 On time
Accounts and TAR 05 April 2022 25 January 2023 On time
Annual return 05 April 2021 12 January 2022 On time
Accounts and TAR 05 April 2021 12 January 2022 On time
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

TRUST DEED DATED 1ST APRIL 1981

Charitable objects

RELIEF OF POVERTY AND THE ADVANCEMENT OF EDUCATION AMONGST PERSONS OF THE JEWISH FAITH AND THE ADVANCEMENT OF THE JEWISH RELIGION AND STUDY OF THE TORAH.

Area of benefit

The area the charity can operate in, as set out in its governing document.

UNDEFINED

Contact information

Address:
1 LINFIELD CLOSE
LONDON
NW4 1BZ
Phone:
02089515188
Email:
No information available
Website:

No information available