HOLOCAUST EDUCATIONAL TRUST

Charity number: 1092892
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Our Key Educational Activities are: Outreach Programme Lessons from Auschwitz Project Educational Resources Teacher Training Ambassador Programme Holocaust Memorial Day

Income and expenditure

Data for financial year ending 31 March 2024

Total income:
£5,172,355

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Donations and legacies £1.04m
Charitable activities £2.81m
Other trading activities £1.23m
Investments £90.44k
Other £4.83k

Total expenditure:
£5,470,793

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Raising funds £268.60k
Charitable activities £5.20m
Other £0

£228,235 investments gains (losses)

Total income includes £2,789,836 from 3 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 £268.60k
Charitable expenditure £5.20m

People

48 Employee(s)

11 Trustee(s)

34 Volunteer(s)

Employees with total benefits over £60,000

Number of employees
£60k to £70k 2
£70k to £80k 1
£150k to £200k 1

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

What the charity does:
  • Education/training
Who the charity helps:
  • Children/young People
  • Other Charities Or Voluntary Bodies
  • The General Public/mankind
How the charity helps:
  • Provides Services
  • Provides Advocacy/advice/information
  • Sponsors Or Undertakes Research
Where the charity operates:
  • Throughout England And Wales
  • Northern Ireland
  • Scotland

Governance

Registration history:
  • 10 July 2002: Standard registration
  • 07 April 2022: Funds received from 234038 ACHIEZER
  • 15 May 2024: Funds received from 1172499 SCWL FOUNDATION
Organisation type:
Charitable company
Other names:

No other names

Company number:
04207020 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Campaigns and political activity policy and procedures
  • Complaints policy and procedures
  • Conflicting interests
  • Engaging external speakers at charity events policy and procedures
  • 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
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
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

11 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Craig Leviton Chair 21 December 2021
None on record
Francoise Cecilia Winton Trustee 24 February 2025
None on record
Daniel Paul Burns Trustee 24 February 2025
None on record
Amelia Claire Ireland Trustee 17 May 2019
None on record
Samuel James Freedman Trustee 17 May 2019
AMBITION INSTITUTE
Received: On time
Lord Edmund John Phillip Browne Trustee 19 February 2019
THE JOHN BROWNE CHARITABLE TRUST
Charity reporting is overdue by 36 days
THE FRANCIS CRICK INSTITUTE LIMITED
Received: On time
Marilyn Ofer Trustee 15 June 2015
None on record
EDWARD JAMES LEWIN Trustee 27 June 2012
None on record
PAUL PHILIP BERLYN Trustee 27 June 2012
None on record
Helen Hyde DBE Trustee 27 June 2012
ONE VISION
Received: On time
FOUNDATION FOR JEWISH HERITAGE
Received: On time
YAD VASHEM UK FOUNDATION
Received: On time
MICHAEL BENJAMIN KARP Trustee 27 June 2012
None on record

Financial history

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Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £6.56m £2.94m £6.54m £4.93m £5.17m
Total expenditure £5.56m £2.71m £2.80m £5.03m £5.47m
Income from government contracts £49.44k £1.54m N/A N/A N/A
Income from government grants £4.01m N/A £1.44m £2.52m £2.79m
Income - Donations and legacies £5.05m £583.27k £3.98m £1.08m £1.04m
Income - Other trading activities £1.32m £704.99k £1.05m £1.24m £1.23m
Income - Charitable activities £175.94k £1.54m £1.52m £2.60m £2.81m
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £4.50k £1.08k £141 £11.02k £90.44k
Income - Other £14.57k £111.45k £0 £322 £4.83k
Income - Legacies £0 £0 £1.00m £124.75k £477.60k
Expenditure - Charitable activities £5.40m £2.69m £2.75m £4.78m £5.20m
Expenditure - Raising funds £165.24k £18.39k £54.66k £251.51k £268.60k
Expenditure - Governance £14.10k £20.70k £0 £735 £53.05k
Expenditure - Grants institution £0 £0 £0 £0 £0
Expenditure - Investment management £0 £0 £0 £6.56k £9.47k
Expenditure - Other £0 £0 £0 £392 £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 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Own use assets £43.24k £35.97k £2.00m £2.70m £2.66m
Long-term investments £0 £0 £0 £2.02m £4.93m
Other assets £5.45m £5.53m £6.75m £4.40m £1.11m
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £1.03m £870.98k £306.94k £773.37k £420.98k

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 17 December 2024 On Time
Accounts and TAR 31 March 2024 17 December 2024 On Time Download Open in new window
Annual return 31 March 2023 19 December 2023 On Time
Accounts and TAR 31 March 2023 19 December 2023 On Time Download Open in new window
Annual return 31 March 2022 31 January 2023 On Time
Accounts and TAR 31 March 2022 31 January 2023 On Time Download Open in new window
Annual return 31 March 2021 16 December 2021 On Time
Accounts and TAR 31 March 2021 16 December 2021 On Time Download Open in new window
Annual return 31 March 2020 31 January 2021 On Time
Accounts and TAR 31 March 2020 31 January 2021 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 27 APR 2001 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 29 OCT 2019

Charitable objects

THE CHARITY'S OBJECTS ARE RESTRICTED SPECIFICALLY, IN EACH CASE ONLY FOR THE PUBLIC BENEFIT: (A) TO ADVANCE THE EDUCATION OF THE PUBLIC IN THE HISTORY OF THE HOLOCAUST AND IN PARTICULAR EUROPEAN HISTORY AND THE HISTORY OF EUROPEAN JEWRY RELEVANT TO THE HOLOCAUST; AND (B) THE PROMOTION OF RELIGIOUS AND RACIAL HARMONY, EQUALITY, DIVERSITY AND CITIZENSHIP BY ADVANCING EDUCATION ABOUT THE HOLOCAUST AND ITS CONTEMPORARY RELEVANCE.

Area of benefit

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

NATIONAL AND OVERSEAS

Contact information

Address:
HOLOCAUST EDUCATIONAL TRUST
BCM BOX 7892
LONDON
WC1N 3XX
Phone:
02072226822
Email:
info@het.org.uk
Website:

www.het.org.uk Open in new window