Finance Score: -6

Governance Score: -1

Support Score: 0

Spending declining: -1
Multiple Deficits and declines: -5
No PartB

No conflicts policy: -1
2 Trustees: -2
Gender balanced board: +3

No supporters identified

Overall GiG Score: -7

THE LINDA AND MICHAEL WEINSTEIN CHARITABLE TRUST

Grants to other charitable institutions

Analysis by Giving is Great

Regulatory & Governance issues to consider:

This charity only provides its support via other charities
This charity does not have a Conflict of Interests policy
There are only 2 trustees

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Spending is declining
Income has been volatile and on several occasions in recent years less than spending

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff
05/04/23		£18	£53	£-35	n/a	n/a	n/a	n/a	n/a
05/04/22		£70	£118	£-48	n/a	n/a	n/a	n/a	n/a
05/04/21		£69	£70	£-2	n/a	n/a	n/a	n/a	n/a
05/04/20		£8	£86	£-78	n/a	n/a	n/a	n/a	n/a
05/04/19		£638	£130	£508	£0	£586	£586	54.3	0
05/04/18		£127	£104	£23	£0	£0	£0	n/a	0
05/04/17		£183	£202	£-18	£0	£0	£0	n/a	0
05/04/16	*	£226	£227	£-1	£0	£0	£0	n/a	0
05/04/15	*	£254	£253	£0	£0	£0	£0	n/a	0
05/04/14	*	£179	£201	£-22	£0	£0	£0	n/a	0
05/04/13	*	£133	£108	£25	£0	£0	£0	n/a	0
05/04/12	*	£172	£180	£-7	£0	£0	£0	n/a	0
05/04/11	*	£152	£147	£6	£0	£0	£0	n/a	0
05/04/10	*	£61	£81	£-19	£0	£0	£0	n/a	0
05/04/09	*	£107	£91	£16	£0	£0	£0	n/a	0
05/04/08?	*	£68	£61	£7	£0	£0	£0	n/a	0
05/04/06	*	£66	£63	£3	£0	£0	£0	n/a	0
05/04/05	*	£46	£52	£-6	£0	£0	£0	n/a	0
05/04/04	*	£39	£39	£0	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 34 years

02083461257

Charity Commission for England and Wales

Listed activities

General Charitable Purposes

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Organisations

Where it operates

Throughout England And Wales,

Who it helps

Other Charities Or Voluntary Bodies

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (2)

Gender Split

LINDA WEINSTEIN

MICHAEL LEVI WEINSTEIN, Other trusteeships: THE NEW GARDEN LODGE BENEVOLENT FUND, THE JOY AND MALCOLM LYONS FOUNDATION, FRIENDS OF BNEI AKIVA (BACHAD), FINCHLEY JEWISH PRIMARY SCHOOL TRUST,

Legal constitution

Charity registered in England & Wales on 07/11/1990, number: 1000637

Gift Aid

Registered with HMRC for Gift Aid

Event History

12/03/2020 - Asset transfer in from THE WEINSTEIN FOUNDATION
12/01/2022 - Asset transfer in from STELLA AND ERNEST WEINSTEIN CHARITABLE TRUST

Policies in force

Complaints policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Risk management
Serious incident reporting policy and procedures

Filing Record

19 returns made; AR16: 18 days late, AR15: 323 days late, AR14: 56 days late, AR13: 87 days late, AR12: 169 days late, AR11: 90 days late, AR10: 71 days late, AR09: 820 days late, AR08: 84 days late, AR06: 47 days late, AR05: 108 days late, AR04: 47 days late,

Recent reorganisation events:

Asset transfer in from THE WEINSTEIN FOUNDATION on 12/03/2020
Asset transfer in from STELLA AND ERNEST WEINSTEIN CHARITABLE TRUST on 12/01/2022

Main office

Flat 8
Denver Court
132 Hendon Lane
London
N3 3RH

Objectives

TO HOLD THE TRUST FUND UPON TRUST FOR SUCH CHARITABLE PURPOSES OR FOR SUCH CHARITABLE INSTITUTION OR FOR SUCH CHARITABLE INSTITUTIONS AS THE TRUSTEES IN THEIR ABSOLUTE DISCRETION THINK FIT

Defined Area of Benefit:

NOT DEFINED

Data Sources