Finance Score: -7

Governance Score: 1

Support Score: 2

Excess reserves: -5
Multiple Deficits: -2

Only 3 Trustees: -2
Gender balanced board: +3

Grant maker support: +2

Overall GiG Score: -4

OIZER CHARITABLE TRUST

To receive and distribute charitable donations to worthy causes within the Jewish community.

Analysis by Giving is Great

Positives:

The charity has received modest backing from a grant maker recently

Regulatory & Governance issues to consider:

There are only 3 trustees
Over half the Board have joined recently

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £5,170,618 available, equivalent to 63 months of spending and so may not be able to utilise additional funding
On several occasions in recent years income has been 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
31/03/23		£1,027	£978	£49	£0	£5,171	£5,171	63.4	0
31/03/22		£743	£553	£191	£0	£5,213	£5,213	113.2	0
31/03/21		£333	£592	£-259	n/a	n/a	n/a	n/a	n/a
31/03/20		£674	£763	£-89	£0	£3,587	£3,587	56.4	0
31/03/19		£770	£590	£180	£0	£3,714	£3,714	75.5	0
31/03/18	*	£1,226	£984	£242	£0	£3,554	£3,554	43.3	0
31/03/17	*	£1,172	£772	£399	£0	£3,779	£3,779	58.7	0
31/03/16		£664	£548	£117	£0	£2,676	£2,676	58.6	0
31/03/15	*	£1,168	£827	£342	£3	£2,559	£2,559	37.2	0
31/03/14	*	£463	£457	£6	£0	£0	£0	n/a	0
31/03/13	*	£1,081	£364	£717	£12	£2,184	£2,184	72.1	0
31/03/12		£373	£299	£74	£0	£0	£0	n/a	0
31/03/11	*	£367	£351	£16	£0	£0	£0	n/a	0
31/03/10		£503	£485	£18	£9	£1,426	£1,426	35.3	0
31/03/09		£366	£648	£-282	£0	£0	£0	n/a	0
31/03/08	*	£5,281	£730	£4,550	£97	£2,943	£2,943	48.4	0
31/03/07	*	£891	£634	£257	£634	£1,559	£1,559	29.5	0
31/03/06	*	£662	£656	£5	£0	£0	£0	n/a	0
31/03/05	*	£744	£428	£316	£0	£0	£0	n/a	0
31/03/04	*	£553	£661	£-108	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 39%
Liabilities/Income: 317%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 63.4 months
Net Current Assets/Spending: 6 months
Quick Ratio: 1.2

Asset Split ?

Established: 32 years

01618328721

Charity Commission for England and Wales

Listed activities

Accommodation/Housing
Disability
Education/Training
General Charitable Purposes
Overseas Aid/Famine Relief
Religious Activities
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Throughout England And Wales,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People Of A Particular Ethnic Or Racial Origin
People With Disabilities

Who supports them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years

National Lottery Community Fund	£9,800
Co-Operative Group	£2,057
Forever Manchester	£2,000

Specific Donations

Amount	When Months	To be used for
Co-Operative Group - Grant to Psychotherapy Manchester
£2,057	21/10/2023	We would like to run an art therapy project for children and young people who have experienced sexual violence. The sessions will be on weekly basis in the Bury area.
Forever Manchester - Art therapy group
£1,000	02/03/2023	CIC providing low cost art therapy
National Lottery Community Fund - Art therapy sessions for CYP (6-18y) who experienced sexual violence
£9,800	01/07/2022	The funding will be used to run individual art therapy sessions for children and young people who have experienced sexual violence. The project aims to work through their trauma using a creative and ....more The funding will be used to run individual art therapy sessions for children and young people who have experienced sexual violence. The project aims to work through their trauma using a creative and non-verbal approach that addresses mental health problems anxiety and challenging behaviours.
Forever Manchester - Art therapy for BME children and YP who experienced sexual violence + impact of Covid -19
£1,000	28/05/2021	Art therapy sessions for children and young people.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (3)

Current Trustees appointed

Gender Split

AVI HALPERN Appointed: 2022

CINDY HALPERN Appointed: 2024

JOSHUA HALPERN Appointed: 1992, Other trusteeships: THE MOSHAL CHARITABLE TRUST, AVIR CHARITABLE TRUST, SHAAREI TORAH BUILDINGS LIMITED, SAMJO LIMITED, THE T R HEILPERN CHARITABLE TRUST,

Legal constitution

Charity registered in England & Wales on 24/09/1992, number: 1014399

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Complaints 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
Safeguarding policy and procedures
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; AR18: 50 days late, AR17: 17 days late, AR15: 5 days late, AR14: 131 days late, AR13: 138 days late, AR11: 106 days late, AR08: 45 days late, AR07: 162 days late, AR06: 14 days late, AR05: 12 days late, AR04: 88 days late,

Main office

1st Floor Cloister House
Riverside
New Bailey Street
Manchester
M3 5FS

Objectives

A) THE RELIEF OF POVERTY B) THE RELIEF OF SICKNESS C) THE ADVANCEMENT OF EDUCATION

Defined Area of Benefit:

NOT DEFINED

Data Sources