Shulem B. Association Limited

Quick Stats

• Charity Number: 313654
• Annual Income: £5,283,087
• Annual Expenditure: £6,367,365 (including £3.58m charitable activities)
• Total Assets: £75.87 million (primarily long-term investments)
• Grant Range: Not publicly disclosed
• Geographic Focus: Throughout England
• Application Method: No public application process (trustee discretion)

Contact Details

Address: New Burlington House, 1075 Finchley Road, London NW11 0PU

Phone: 020 8731 0777

Website: None

Email: Not publicly available

Note: This charity does not accept unsolicited applications and operates through trustee discretion.

Overview

Founded in 1962 and formerly known as Shulem Berger Association until 1995, SHULEM B. ASSOCIATION LIMITED is one of the UK's most substantial Jewish educational grant-making trusts with assets exceeding £75 million. The charity is structured as a private company limited by guarantee and operates exclusively to support Jewish religious organizations, with particular emphasis on institutions providing education in accordance with traditional Orthodox Judaism. The charity also extends support to poverty relief within the Jewish community throughout the world.

With an annual income of over £5 million derived primarily from investment returns, the charity distributed approximately £3.58 million in charitable activities during its most recent reporting year (ending September 30, 2024). The organization maintains a robust financial position with significant long-term investment holdings while operating through a small board of four trustees who receive no remuneration for their service. All grant-making decisions are made at the trustees' discretion, reflecting the charity's status as a private trust rather than an open grant-making foundation.

Funding Priorities

Grant Programs

The charity operates a single discretionary grant-making program with no specified application rounds or fixed grant amounts. All funding decisions are made by the board of trustees based on their assessment of organizations aligned with the charity's mission.

Grant-Making Approach:

• Awards made at trustee discretion throughout the year
• No public application process or deadlines
• Grant amounts not publicly disclosed
• Focus on established relationships within the Orthodox Jewish community

Priority Areas

The charity supports:

Jewish Religious Education

• Organizations providing sound religious education in accordance with traditional Judaism
• Yeshivas and seminaries teaching Orthodox Jewish doctrine
• Institutions promoting, maintaining and increasing knowledge and understanding of Orthodox Judaism
• Jewish religious colleges and community organizations

Religious Activities

• Promotion and advancement of the Jewish faith
• Activities supporting Orthodox Jewish religious practice
• Community organizations professing and teaching traditional Judaism

Poverty Relief

• Philanthropic aid to the Jewish needy
• Alleviating poverty among the Jewish community throughout the world

What They Don't Fund

Based on the charity's stated purposes, the following are likely outside their remit:

• Non-Jewish organizations or interfaith initiatives
• Secular Jewish organizations without religious education focus
• Organizations not aligned with traditional/Orthodox Judaism
• Progressive or Reform Jewish movements
• General education without specific Jewish religious content
• Individual applications or student bursaries (grants made to organizations only)

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Governance and Leadership

The charity is governed by a board of four trustees who serve without remuneration. Several trustees also serve on the boards of related Jewish charitable organizations.

Current Trustees:

Sarah Rachel Klein (Chair)

• Also serves as trustee at Truedene Co Limited, Gerson Berger Association, and Shaarei Rachamim Limited
• Extensive experience in Orthodox Jewish charitable governance

Yankel Grossberger (Appointed April 9, 2025)

• Holds multiple other charitable trusteeships
• Recently appointed to the board

Shloime Zalmen Berger (Appointed April 9, 2025)

• Recently appointed trustee
• Part of the founding family's continued involvement

Zelda Sternlicht

• Serves on multiple charitable boards
• Long-standing trustee of the organization

Secretary: Berish B.

The charity operates with formal governance policies including complaints handling, risk management, safeguarding, volunteer management, and conflict of interest procedures. The organization employs staff and owns property, though specific staffing numbers are not publicly disclosed.

How to Apply to Shulem B. Association Limited

How to Apply

This charity does not have a public application process.

SHULEM B. ASSOCIATION LIMITED operates as a private charitable trust where all grant-making decisions are made at the sole discretion of the trustees. The charity does not accept unsolicited applications from organizations and does not maintain an open grant program.

Funding decisions are made based on the trustees' knowledge of and relationships with institutions within the Orthodox Jewish educational community. Organizations seeking support would need to be identified by the trustees themselves or come to their attention through established networks within the traditional Jewish community.

Decision Timeline

Not applicable - the charity operates on a discretionary basis throughout the year rather than fixed funding rounds.

Success Rates

Not publicly available. As a private trust making grants at trustee discretion, application statistics are not relevant.

Reapplication Policy

Not applicable - there is no formal application process.

Application Success Factors

Understanding This Funder

While direct applications are not possible, understanding this funder's priorities is valuable for organizations working in the Jewish education sector:

Alignment with Traditional Judaism

The charity's governing documents and mission explicitly emphasize “traditional Judaism” and “Orthodox Jewish doctrine.” Organizations must demonstrate commitment to Orthodox Jewish religious education and practice as defined by traditional interpretations of Jewish law and custom.

Educational Excellence

The charity focuses on organizations that provide “sound religious education” - suggesting emphasis on quality, established educational programs with proven track records in teaching Jewish religious texts and traditions.

Institutional Support

Grants are made to organizations and institutions rather than individuals. The charity supports the organizational infrastructure of Jewish religious education including yeshivas, seminaries, colleges, and community organizations.

Poverty Relief Component

Beyond education, the charity has a stated purpose of providing “philanthropic aid to the Jewish needy,” indicating concern for social welfare within the Jewish community alongside educational mission.

Geographic Scope

While the charity's activities are listed as “Throughout England,” the stated purposes reference supporting Jewish communities “throughout the world,” suggesting potential international scope for certain activities.

Connected Governance

Several trustees serve on boards of related Orthodox Jewish charities, indicating the charity operates within a network of interconnected organizations serving the traditional Jewish community. Organizations already known to this network are more likely to be within the trustees' awareness.

Key Takeaways for Grant Writers

• Private Trust Structure: This is not an open grant-making foundation. Organizations cannot apply directly and should not submit unsolicited proposals.

• Orthodox Jewish Focus: The charity exclusively supports traditional Orthodox Judaism. Organizations outside this specific religious framework should not consider this a potential funder.

• Substantial Assets: With over £75 million in assets and annual grant-making of approximately £3.5 million, this is a significant funder within its niche, though not accessible to the general charitable sector.

• Discretionary Grant-Making: All funding decisions rest with the four-person board of trustees who operate within established Orthodox Jewish educational networks.

• Educational Priority: While the charity supports poverty relief, the primary emphasis is on religious educational institutions teaching traditional Judaism.

• No Public Accountability for Grant Decisions: As a private trust, the charity is not required to publish lists of grant recipients or explain funding decisions, making it difficult to identify patterns or successful applicants.

• Network-Based Funding: Organizations connected to the trustees' existing network of Orthodox Jewish charities (including Gerson Berger Association, Truedene Co Limited, and Shaarei Rachamim Limited) may be more likely to come to trustees' attention, though this does not constitute an application route.

Similar Funders

These funders have a similar focus and geographic reach:

• The Chaya Reizel Hirsch Memorial Fund Ltd
• Chasdei Chaim Moishe
• The Moishe And Esther Itzinger Foundation Limited
• Mw (ho) Foundation
• Ahavas Shalom Trust
• Debmar Benevolent Trust Limited
• Toimchei Shabbos Manchester
• Amabrill Ltd
• Springfield Trust Limited
• Smd Foundation

References

• Charity Commission Register of Charities, SHULEM B. ASSOCIATION LIMITED - Charity Number 313654.. https://register-of-charities.charitycommission.gov.uk/charity-search/-/charity-details/313654

• Charity Commission Register of Charities, Full Print View - Charity 313654.. https://register-of-charities.charitycommission.gov.uk/charity-search/-/charity-details/313654/full-print

• Charity Commission Register of Charities, Assets and Liabilities - SHULEM B. ASSOCIATION LIMITED.. https://register-of-charities.charitycommission.gov.uk/charity-search/-/charity-details/313654/assets-and-liabilities

• Charity Commission Register of Charities, Accounts and Annual Returns - Charity 313654..

• Companies House, SHULEM B. ASSOCIATION LIMITED - Company Number 00711513..

• Charity Commission for Northern Ireland, Charity Details - Registration 102313.. https://www.charitycommissionni.org.uk/charity-details/?regid=102313

• CharityChoice Directory, Shulem B. Association Limited Profile.. https://www.charitychoice.co.uk/shulem-b-association-limited-130267