J E JOSEPH CHARITABLE FUND

Charity number: 209058
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Make grants to Jewish charities for: -Relief of poverty -Relief of afflictions or suffering -Advancement of education -Advancement of Jewish religion -Other charitable objects

Income and expenditure

Data for financial year ending 05 April 2024

Total income: £126,381
Total expenditure: £210,238

People

1 Trustee(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

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:
  • 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
How the charity helps:
  • Makes Grants To Organisations
Where the charity operates:
  • Manchester City
  • Throughout London
  • Hong Kong
  • India
  • Israel

Governance

Registration history:
  • 22 September 1962: Standard registration
  • 13 June 1995: Removed
Organisation type:
Other
Other names:

No other names

Company number:
11400999 Open in new window
Gift aid:
Not 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
  • Safeguarding vulnerable beneficiaries
  • 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

1 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
J E Joseph Trustee Company Limited Trustee 05 April 2019
None on record

Financial history

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Financial period end date

Income / Expenditure 05/04/2020 05/04/2021 05/04/2022 05/04/2023 05/04/2024
Total gross income £178.29k £112.21k £93.85k £101.08k £126.38k
Total expenditure £238.82k £242.42k £193.68k £199.22k £210.24k
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

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 2024 09 August 2024 On time
Accounts and TAR 05 April 2024 09 August 2024 On time Download Open in new window
Annual return 05 April 2023 13 December 2023 On time
Accounts and TAR 05 April 2023 13 December 2023 On time Download Open in new window
Annual return 05 April 2022 25 October 2022 On time
Accounts and TAR 05 April 2022 25 October 2022 On time Download Open in new window
Annual return 05 April 2021 04 November 2021 On time
Accounts and TAR 05 April 2021 04 November 2021 On time Download Open in new window
Annual return 05 April 2020 02 September 2020 On time
Accounts and TAR 05 April 2020 02 September 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.

WILL AND CODICIL PROVED ON 29 AUGUST 1946 AND SCHEMES OF 16 JULY 1956, 17 APRIL 1961, 24 OCTOBER 1972 AND 11 MAY 1977. AS AMENDED BY SCHEME DATED 20 MAR 2019

Charitable objects

CHARITABLE PURPOSES FOR THE BENEFIT OF THE JEWISH COMMUNITIES NAMELY:- A) RELIEF OF POVERTY. B) RELIEF OF AFFLICTIONS OR SUFFERING OF POOR JEWS. C) ADVANCEMENT OF EDUCATION. D) ADVANCEMENT OF JEWISH RELIGION. E) OTHER CHARITABLE PURPOSES BENEFICIAL TO THE JEWISH COMMUNITIES.

Area of benefit

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

NOT DEFINED

Linked charities

Linked charities
Linked charity 209058-1 SOPHIA JOSEPH FUND FOR JERUSALEM
Governing document
WILL AND CODICIL PROVED ON 29 AUGUST 1946 AND SCHEMES OF 17 APRIL 1961, 22 MAY 1973 AND 11 MAY 1977.
Charitable objects
FOR ESTABLISHING A HOSPITAL OR SCHOOL OR FOR OTHER CHARITABLE OBJECTS OF A PUBLIC NATURE FOR THE BENEFIT OF JEWISH AND OTHER RESIDENTS IN JERUSALEM.
Area of benefit
JERUSALEM
Registration history
  • 22 September 1962 : Standard registration
  • 13 June 1995 : Removed

Contact information

Address:
19 Hawkesley Court
Watford Road
RADLETT
Hertfordshire
WD7 8HH
Phone:
07940592245
Email:
roger.leon@btinternet.com
Website:

No information available