THE ZAHRA TRUST

Charity number: 1129501
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The Zahra Trust is a charitable endownment with its headquaters in the United Kingdom. The Trust focuses on three primary areas, Publications, Productions and Philanthropy. The Trust carries out humanitarian aid across the globe where needed.

Income and expenditure

Data for financial year ending 31 March 2024

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.

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
  • Overseas Aid/famine Relief
  • Accommodation/housing
  • Religious Activities
  • Economic/community Development/employment
  • Other Charitable Purposes
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • Other Charities Or Voluntary Bodies
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
  • Provides Other Finance
  • Provides Human Resources
  • Provides Buildings/facilities/open Space
  • Provides Services
  • Provides Advocacy/advice/information
  • Sponsors Or Undertakes Research
  • Other Charitable Activities
Where the charity operates:
  • Afghanistan
  • Iraq
  • Kenya
  • Lebanon
  • Pakistan
  • Tanzania

Governance

Registration history:
  • 08 May 2009: Standard registration
Organisation type:
Charitable company
Other names:
  • CHARITY DAY (Working name)
  • SADAQA CHARITY DAY (Working name)
  • SADAQA DAY (Working name)
  • THE ZAHRA FOUNDATION (Previous name)
Company number:
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 handling
  • 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
  • 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

3 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
dr ALI MASSOUMI Chair 12 March 2008
None on record
ALIRAZA JAFFAR Trustee 12 April 2023
THE BALANCE FOUNDATION
Received: On time
AHLULBAYT FOUNDATION
Received: On time
The Hope Appeal
Received: On time
Faisal Alireza Hasham Trustee 13 January 2020
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 £1.41m £4.00m £3.66m £4.43m £3.90m
Total expenditure £1.00m £2.44m £2.65m £5.66m £3.92m
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 £1.41m £4.00m £3.66m £4.41m £3.81m
Income - Other trading activities £0 £0 £799 £12.51k £75.40k
Income - Charitable activities £0 £0 £0 £0 £0
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £1.23k £615 £104 £3.17k £16.63k
Income - Other £1.32k £109 £444 £0 £450
Income - Legacies £0 £0 £0 £0 £0
Expenditure - Charitable activities £884.42k £2.20m £2.46m £5.21m £3.55m
Expenditure - Raising funds £117.93k £241.94k £191.30k £449.72k £352.28k
Expenditure - Governance £13.22k £32.27k £21.92k £22.01k £24.37k
Expenditure - Grants institution £732.05k £1.99m £2.15m £0 £3.10m
Expenditure - Investment management £0 £0 £0 £0 £0
Expenditure - Other £0 £0 £0 £0 £19.42k

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 £829.10k £831.91k £870.09k £1.38m £1.47m
Long-term investments £0 £0 £0 £0 £0
Other assets £836.33k £2.36m £3.32m £1.56m £1.15m
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £480.05k £449.02k £435.82k £421.18k £122.27k

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 15 January 2025 On Time
Accounts and TAR 31 March 2024 15 January 2025 On Time Download Open in new window
Annual return 31 March 2023 15 January 2024 On Time
Accounts and TAR 31 March 2023 15 January 2024 On Time Download Open in new window
Annual return 31 March 2022 25 January 2023 On Time
Accounts and TAR 31 March 2022 25 January 2023 On Time Download Open in new window
Annual return 31 March 2021 14 December 2021 On Time
Accounts and TAR 31 March 2021 14 December 2021 On Time Download Open in new window
Annual return 31 March 2020 26 January 2021 On Time
Accounts and TAR 31 March 2020 26 January 2021 On Time Download Open in new window
Submit annual return Open in new window

Contact information

Address:
45 Barnfield Road
Burnt Oak
United Kingdom
HA8 0AY
Phone:
02084527565