Ruth and Jack Lunzer Charitable Trust

From Powerbase
Revision as of 17:45, 21 October 2026 by Israel Charity Bot (talk | contribs) (Link new trustee profiles (retarget placeholder titles to the created pages))
(diff) ← Older revision | Latest revision (diff) | Newer revision → (diff)
Jump to navigation Jump to search

Small grant-making settlement created in 1978 by Jack Lunzer, holding shares in IDC (Holdings) Limited and making small grants mainly to Jewish religious, educational and Israeli charities

The Ruth and Jack Lunzer Charitable Trust

Logo Yad Sarah House Jerusalem.jpg
Yad Sarah House, Jerusalem; Friends of Yad Sarah received grants from 2011–12 to 2016–17
Type Charitable trust
Founded Deed 30 May 1978; registered 31 July 1978
Registration ID Registered charity 276201
Headquarters c/o Payne Hicks Beach, 10 New Square, London WC2A 3QG
Area served England and Wales


Ruth and Jack Lunzer Charitable Trust (the "Ruth and Jack Lunzer Charitable Settlement" in its accounts) "was created by deed on the 30 May 1978 by the settlor, Jack" Lunzer, and registered on 31 July 1978.[1][2] Its address is the solicitors Payne Hicks Beach, 10 New Square, London WC2A 3QG. Its trustees are Martin Paisner (since 1978) and David Gerard Goldberg (since 2015).[2] The accounts record that it holds 45,000 £1 ordinary shares in IDC (Holdings) Limited.[1] Its grants are small, mostly £100–£1,000, to Jewish religious and educational charities and Israeli causes.

Objects and activities

The objects are to apply the trust fund "TO OR TOWARDS OR FOR THE BENEFIT OR IN FURTHERANCE OF SUCH CHARITABLE PURPOSES OR CHARITABLE INSTITUTIONS IN SUCH PROPORTION AND MANNER AS THE TRUSTEES SHALL IN THEIR ABSOLUTE DISCRETION FROM TIME TO TIME THINK FIT"; area of benefit "NOT DEFINED".[2]

Trustees

Trustees (register bulk extract, October 2026)
Trustee Appointed (register) Other trusteeships (register)
Martin Paisner CBE MA LLM 1978-05-30 25 other charities, including the Schmidt-Bodner Charitable Trust and The Marcus Margulies Charitable Trust
David Gerard Goldberg 2015-06-30 –

[2]

Finances

Income and expenditure, five most recent reported years
Financial year end Income Expenditure
2021-04-05 £13,250 £4,604
2022-04-05 £16,250 £56,901
2023-04-05 £39,000 £80,956
2024-04-05 £44,250 £13,217
2025-04-05 £24,250 £22,547

Source: register annual-return history (bulk extract).[2]

Archived accounts

Accounts no longer on the live register were found in the UK Government Web Archive:

  • Accounts for the year ended 05/04/2006[3]
  • Accounts for the year ended 05/04/2007[4]
  • Accounts for the year ended 05/04/2008[5]
  • Accounts for the year ended 05/04/2009[6]
  • Accounts for the year ended 05/04/2010[7]
  • Accounts for the year ended 05/04/2011[8]
  • Accounts for the year ended 05/04/2012[9]
  • Accounts for the year ended 05/04/2013[10]
  • Accounts for the year ended 05/04/2014[11]
  • Accounts for the year ended 05/04/2015[1]
  • Accounts for the year ended 05/04/2018[12]

Grants to Israel-related recipients

Israel-related grants, years to 5 April (£)
Recipient 2005 2006 2007 2008 2010 2012 2013 2014 2015 2018
Friends of Bnei Akiva (1109706) 250 –
British Emunah / HGS Emunah (Child Resettlement Fund) (215398) 400 200 –
Jerusalem Foundation 1,000
Friends of Yad Sarah 600 500 350 450
Weizmann UK 1,000 –
British Friends of Ezer Mizion 500 100
British Supporters of Efrat (1100736) 100
Shaare Zedek UK 250
British Friends of Yeshivat Ofakim 100 400 200
Boys Town Jerusalem 100 100

Sources: the archived accounts for 2006–2008, 2010, 2012–2015 and 2018 (2005 figures are comparatives).[3][4][5][7][9][10][11][1][12] The 2024 accounts list only UK grants (e.g. £1,500 to Step by Step).[13]

The Clore Garden of Science at the Weizmann Institute, Rehovot; Weizmann UK received £1,000 in 2011–12 (2009)

Activity beyond the Green Line and support for the IDF

Evidence of activity beyond the 1949 armistice line
Finding Confidence
£250 in 2006–07 to Friends of Bnei Akiva (Bachad) and £600 in 2004–06 to British Emunah and its Child Resettlement Fund, UK intermediaries whose Israeli movements have institutions beyond the line (see their pages).[4][3] Low – via UK intermediaries
"Efrat" (£100 in 2013–14) is British Supporters of Efrat (1100736), whose objects are the relief of poverty and education; the name refers to the Efrat organisation, not the settlement of that name.[11][14] Not established

Support for the IDF: No grant to an IDF welfare charity is itemised in the accounts read.

Controversies and regulatory action

  • No regulatory action concerning the trust was found in the register extract or the sources searched. The charities in the Commission's settlements class inquiry (opened August 2026) have not been named, so it is not known whether this trust is among them.[15]

Other registers and records

Scotland and Northern Ireland

No entry was found on the Scottish Charity Register (register export dated 14 October 2026, searched for "Lunzer").[16] No entry was found on the Charity Commission for Northern Ireland register.[17]

The Gazette

Searches of The Gazette notice feed for "Lunzer" found no insolvency, winding-up or strike-off notice naming the charity (the feed matches were unrelated notices, including personal estate notices for other people named Lunzer).[18]

Grants recorded by 360Giving

No grants received or made by this charity are recorded in 360Giving data (the API returned no organisation record for GB-CHC-276201).[19]

Sanctions screening

The charity's name, its current register trustees, the trustees and officers named in the accounts read for this profile were screened against the OFSI Consolidated List. No match was found.[20]

Land and property

The accounts record a shareholding in IDC (Holdings) Limited; no land is recorded. No title registers were looked up or purchased.

Parliament

Hansard exact-phrase searches for "Lunzer" returned no contributions.[21]

Web archive

The UK Government Web Archive holds the trust's accounts for 2006–2015 and 2018 (cited above).

Notes

  1. ↑ 1.0 1.1 1.2 1.3 Ruth and Jack Lunzer Charitable Trust accounts, year ended 2015-04-05 UK Government Web Archive (capture of 20160701).
  2. ↑ 2.0 2.1 2.2 2.3 2.4 Charity Commission for England and Wales, Register of Charities public extract (bulk download; table charity dated 20 October 2026, tables charity_trustee, charity_annual_return_history, charity_area_of_operation, charity_classification, charity_governing_document and charity_other_names dated 14 October 2026), rows for charity 276201.
  3. ↑ 3.0 3.1 3.2 Ruth and Jack Lunzer Charitable Trust accounts, year ended 2006-04-05 UK Government Web Archive (capture of 20110912).
  4. ↑ 4.0 4.1 4.2 Ruth and Jack Lunzer Charitable Trust accounts, year ended 2007-04-05 UK Government Web Archive (capture of 20110912).
  5. ↑ 5.0 5.1 Ruth and Jack Lunzer Charitable Trust accounts, year ended 2008-04-05 UK Government Web Archive (capture of 20110912).
  6. ↑ Ruth and Jack Lunzer Charitable Trust accounts, year ended 2009-04-05 UK Government Web Archive (capture of 20140506).
  7. ↑ 7.0 7.1 Ruth and Jack Lunzer Charitable Trust accounts, year ended 2010-04-05 UK Government Web Archive (capture of 20140506).
  8. ↑ Ruth and Jack Lunzer Charitable Trust accounts, year ended 2011-04-05 UK Government Web Archive (capture of 20140506).
  9. ↑ 9.0 9.1 Ruth and Jack Lunzer Charitable Trust accounts, year ended 2012-04-05 UK Government Web Archive (capture of 20140506).
  10. ↑ 10.0 10.1 Ruth and Jack Lunzer Charitable Trust accounts, year ended 2013-04-05 UK Government Web Archive (capture of 20140506).
  11. ↑ 11.0 11.1 11.2 Ruth and Jack Lunzer Charitable Trust accounts, year ended 2014-04-05 UK Government Web Archive (capture of 20160105).
  12. ↑ 12.0 12.1 Ruth and Jack Lunzer Charitable Trust accounts, year ended 2018-04-05 UK Government Web Archive (capture of 20200107).
  13. ↑ Charity Commission, The Ruth and Jack Lunzer Charitable Trust (276201): accounts for the year ended 5 April 2024 Register of Charities, downloaded 20 October 2026.
  14. ↑ Charity Commission for England and Wales, Register of Charities public extract, charity and governing-document rows for charity 1100736 (British Supporters of Efrat), tables dated 14 October 2026.
  15. ↑ Charity Commission, Charity regulator opens inquiry into charities working in illegal Israeli settlements GOV.UK, 5 August 2026 (a fact-finding statutory class inquiry initially involving 8 charities which "are not being publicly named at this time").
  16. ↑ Office of the Scottish Charity Regulator, Scottish Charity Register download OSCR, CharityExport-14-Oct-2026.csv; name search run 20 October 2026.
  17. ↑ Charity Commission for Northern Ireland, Register of charities search API CCNI, searched 20 October 2026 (zero results).
  18. ↑ The Gazette: notices matching 'Lunzer' The Gazette, searched 20 October 2026.
  19. ↑ 360Giving API: GB-CHC-276201 360Giving, queried 20 October 2026 (grants_received and grants_made both returned "not found").
  20. ↑ Office of Financial Sanctions Implementation, Consolidated List of Financial Sanctions Targets (CSV, last updated 3 June 2026), screened 20 October 2026 for forename-plus-surname matches; no person or organisation matched.
  21. ↑ UK Parliament, Hansard search API: contributions matching "Lunzer" Hansard, queried 20 October 2026 (Spoken and Written endpoints).