Overall GiG Score: 5 ?
Finance Score: 2
Governance Score: 3
Support Score: 0
  • Strong growth: +2
  • Gender balanced board: +3
  • No supporters identified

THE JOE AND ROSA FRENKEL CHARITABLE TRUST 

Donations to other charities.
Analysis by Giving is Great

Positives:

  • This charity has an endowment fund which generates most of its income
  • There has been strong growth in spending over the last 5 years
  • The Board appears to be well diversified in terms of gender
Established: 32 years

mfakci@aol.com

0016039385791

Charity Commission for England and Wales

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 Volun-
teers
05/04/23£1,700£1,603£97£0£17,830£3452.600
05/04/22£564£338£226£0£19,068£255900
05/04/21£389£539£-150n/an/an/an/an/a0
05/04/20£702£307£394£0£8,372£37414.600
05/04/19£522£487£35£0£11,929£2335.700
05/04/18£331£425£-94£0£0£0n/a00
05/04/17£295£392£-97£0£0£0n/a00
05/04/16£475£441£33£0£0£0n/a00
05/04/15*£827£252£575£18£10,005£38318.200
05/04/14£4,051£406£3,646£15£9,005£3018.900
05/04/13£404£731£-327£0£0£0n/a00
05/04/12*£478£415£63£0£0£0n/a00
05/04/11£410£365£45£0£0£0n/a00
05/04/10£2,838£96£2,742£4£5,145£8911.100
05/04/09£232£112£120£0£0£0n/a00
05/04/08£145£105£40£0£0£0n/a00
05/04/07£90£106£-16£0£0£0n/a00
05/04/06£55£46£9£0£0£0n/a00
05/04/05£38£45£-7£0£0£0n/a00
05/04/04£28£1£27£0£0£0n/a00

Financial Ratios
Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 1%
Liabilities/Income: 5%
Unrestricted Funds/Total Funds: 2%
Reserves/Spending: 2.6 months
Net Current Assets/Spending: 4 months
Quick Ratio: 6.6
Asset Split ?
What it does
  • Economic/Community Development/Employment
  • Education/Training
  • Environment/Conservation/Heritage
  • General Charitable Purposes
  • The Prevention Or Relief Of Poverty
Who it helps
  • Other Charities Or Voluntary Bodies
  • People With Disabilities
How it operates
  • Makes Grants to Organisations
Where it operates
  • Israel, Namibia, South Africa, Throughout London, United States,

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (8)
Gender Split
Based on 7/8 persons

Legal constitution
  • Charity registered in England & Wales on 11/09/1992, number: 1014231
Gift Aid
  • Registered with HMRC for Gift Aid
Policies in force
  • Conflicting interests
  • 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
  • Safeguarding policy and procedures
  • Trustee conflicts of interest policy and procedures
Filing Record
20 returns made; AR15: 0 days late, AR12: 1 days late,
Main office

6 Sandstone Way
Exeter
NH 03833-4425

Objectives

THE TRUSTEES SHALL HOLD THE CAPITAL AND INCOME OF THE TRUST FUND UPON TRUST TO APPLY THE INCOME AND ALL OR SUCH PART OR PARTS OF THE CAPITAL FOR OR TOWARDS SUCH CHARITABLE PURPOSES AND MAKE DONATIONS TO SUCH CHARITABLE INSTITUTION OR INSTITUTIONS AT SUCH TIME OR TIMES AND IN SUCH MANNER AS THE TRUSTEES MAY AT THEIR ABSOLUTE DISCRETION THINK FIT PROVIDED THAT THE TRUSTEES MAY AT THEIR ABSOLUTE DISCRETION FOR THE PERIOD OF TWENTY-ONE YEARS FROM THE 15TH OF AUGUST 1989 INSTEAD OF APPLYING THE INCOME OF THE CHARITY IN ANY YEAR ACCUMULATE ALL OR ANY PART OF SUCH INCOME AT COMPOUND INTEREST BY INVESTING THE SAME AND THE RESULTING INCOME IN ANY OF THE AUTHORISED INVESTMENTS AND HOLD THE SAME AS AN ACCRETION TO AND AS PART OF THE CAPITAL OF THE CHARITY WITHOUT PREJUDICE TO THEIR RIGHT TO APPLY THE WHOLE OR ANY PART OF SUCH ACCUMULATED INCOME IN ANY SUBSEQUENT YEAR AS IF THE SAME WERE INCOME OF THE CHARITY ARISING IN THEN CURRENT YEAR.

Defined Area of Benefit:

NOT DEFINED

Data Sources

Charity Commission for England and Wales
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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