BETH SHALOM LIMITED

Charity number: 509022
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The charity runs an education centre (the National Holocaust Centre & Museum) providing an opportunity for schoolchildren, professionals, groups working in local communities and the public to examine, learn and apply the lessons for humanity from the events of the Holocaust and contemporary acts of injustice. The gardens provide a place for reflection and memorial for survivors and relatives.

Income and expenditure

Data for financial year ending 31 March 2024

Total income:
£2,407,054

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Donations and legacies £334.63k
Charitable activities £397.40k
Other trading activities £63.71k
Investments £45.53k
Other £1.57m

Total expenditure:
£1,903,446

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Raising funds £239.70k
Charitable activities £1.66m
Other £0

£45,534 investments gains (losses)

Total income includes £171,250 from 5 government grant(s)

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.

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Raising funds and other expenditure £239.70k
Charitable expenditure £1.66m
Retained for future use £503.61k

People

35 Employee(s)

8 Trustee(s)

42 Volunteer(s)

Employees with total benefits over £60,000

Number of employees
£60k to £70k 1
£90k to £100k 1

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

One or more trustees receive payments or benefits from the charity for providing services to the charity.

What, who, how, where

What the charity does:
  • Education/training
  • Human Rights/religious Or Racial Harmony/equality Or Diversity
Who the charity helps:
  • Children/young People
  • People Of A Particular Ethnic Or Racial Origin
  • The General Public/mankind
How the charity helps:
  • Provides Buildings/facilities/open Space
  • Provides Services
  • Provides Advocacy/advice/information
  • Acts As An Umbrella Or Resource Body
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 01 August 1979: Standard registration
Organisation type:
Charitable company
Other names:
  • THE HOLOCAUST CENTRE (Working name)
  • The National Holocaust Centre & Museum (Working name)
  • COMMUNITY OF THE TRUE VINE LIMITED (Previous name)
Company number:
01388313 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Complaints handling
  • 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
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
  • Volunteer management
Land and property:
This charity owns and/or leases 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

8 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Henry Grunwald OBE KC Chair
THE STUART YOUNG FOUNDATION
Received: On time
LYDIA JANE ENGLER Trustee 26 November 2024
None on record
Justin Benedict McLaren Trustee 05 December 2023
None on record
Dr Martin Adam Stern Trustee 31 August 2023
None on record
Laura Weller Trustee 04 May 2020
UK FRIENDS OF BEIT ISSIE SHAPIRO
Received: On time
Abigail Sarah Levitt Trustee 12 December 2018
None on record
Richard Howard Kliener Trustee 06 June 2018
None on record
Dr JAMES MICHAEL SMITH CBE Trustee
AEGIS TRUST
Received: On time
MARCH OF THE LIVING (UK) LIMITED
Received: On time
WHITE ROSE
Received: 169 days late

Financial history

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Financial period end date

Income / Expenditure 31/12/2019 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £1.94m £2.32m £1.50m £2.31m £2.41m
Total expenditure £1.77m £1.96m £1.82m £1.52m £1.90m
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants £406.00k £554.25k £508.41k £346.28k £171.25k
Income - Donations and legacies £1.14m £1.62m £1.17m £1.86m £334.63k
Income - Other trading activities £50.03k £16.38k £28.12k £41.99k £63.71k
Income - Charitable activities £739.11k £685.51k £306.71k £397.79k £397.40k
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £3.08k £1.63k £0 £12.00k £45.53k
Income - Other £0 £1.75k £0 £0 £1.57m
Income - Legacies £15.70k £213.76k £67.69k £530 £54.47k
Expenditure - Charitable activities £1.57m £1.80m £1.68m £1.43m £1.66m
Expenditure - Raising funds £198.96k £164.52k £140.52k £91.56k £239.70k
Expenditure - Governance £10.98k £13.88k £0 £0 £14.03k
Expenditure - Grants institution £0 £0 £0 £0 £0
Expenditure - Investment management £0 £0 £0 £0 £0
Expenditure - Other £0 £0 £0 £0 £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 31/12/2019 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Own use assets £2.23m £2.03m £1.98m £1.90m £2.00m
Long-term investments £5 £5 £0 £0 £5
Other assets £1.12m £1.64m £1.37m £2.12m £2.52m
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £341.14k £290.91k £292.92k £179.77k £176.81k

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 31 March 2024 08 January 2025 On Time
Accounts and TAR 31 March 2024 08 January 2025 On Time Download Open in new window
Annual return 31 March 2023 08 December 2023 On Time
Accounts and TAR 31 March 2023 08 December 2023 On Time Download Open in new window
Annual return 31 March 2022 15 December 2022 On Time
Accounts and TAR 31 March 2022 15 December 2022 On Time Download Open in new window
Annual return 31 March 2021 25 January 2022 On Time
Accounts and TAR 31 March 2021 25 January 2022 On Time Download Open in new window
Annual return 31 December 2019 31 October 2020 On Time
Accounts and TAR 31 December 2019 31 October 2020 On Time Download Open in new window
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.

MEMORANDUM AND ARTICLES INCORPORATED 12/09/1978 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 12/06/1979 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 08/06/1981 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 31/07/1986 AS AMENDED BY CERTIFICATE OF INCORPORATION ON CHANGE OF NAME DATED 02/11/1993 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 31/12/2000 AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 14/07/2010 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 22/06/2012 AS REGISTERED AT COMPANIES HOUSE ON 17 NOV 2014

Charitable objects

(1) TO PROMOTE AND ADVANCE RELIGION, PROVIDING THE OPPORTUNITY FOR OPENNESS, TRUTH AND RECONCILIATION BETWEEN RELIGIOUS AND ETHNIC GROUPS FROM ALL WALKS OF LIFE, INCLUDING, BUT NOT LIMITED TO CHRISTIANITY AND JUDAISM, FOR THE PUBLIC BENEFIT. (2) THE ADVANCEMENT OF EDUCATION OF HUMANITARIANISM THROUGH INCREASING KNOWLEDGE AND UNDERSTANDING LESSONS OF THE HOLOCAUST, IN PARTICULAR BUT NOT EXCLUSIVELY BY THE ESTABLISHMENT AND MAINTENANCE OF A MUSEUM/COLLECTION DEDICATED TO THE EVENTS SURROUNDING THE HOLOCAUST

Area of benefit

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

NOT DEFINED

Contact information

Address:
Acre Edge Road
Laxton
Newark
Newark
NG22 0PA
Phone:
01623836627
Email:
office@holocaust.org.uk
Website:

www.holocaust.org.uk Open in new window