Finance Score: 6

Governance Score: -1

Support Score: 2

Liabilities <10%: +3
Strong growth: +2
Multiple Deficits: -2
Fundraising costs low: +3

Only 4 Trustees: -1

Grant maker support: +2

Overall GiG Score: 7

HATZOLA NORTHWEST TRUST

To Provide emergency ambulance and first aid services in north west London area.

Analysis by Giving is Great

Positives:

The charity has received modest backing from several prominent grant makers recently
This charity has a robust balance sheet
There has been strong growth in spending over the last 5 years
Fundraising costs are unusually low relative to funds raised

Regulatory & Governance issues to consider:

There are only 4 trustees

Financial issues to consider:

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	Volun- teers
31/03/23		£1,797	£932	£865	£79	£1,567	£1,065	13.7	2	82
31/03/22		£813	£706	£107	£12	£702	£472	8	1	54
31/03/21		£482	£488	£-6	n/a	n/a	n/a	n/a	n/a	60
31/03/20		£358	£413	£-55	n/a	n/a	n/a	n/a	n/a	45
31/03/19		£231	£401	£-170	n/a	n/a	n/a	n/a	n/a	45
31/03/18		£768	£409	£359	£111	£826	£596	17.5	0	0
31/03/17	*	£361	£343	£18	£0	£0	£0	n/a	0	0
31/03/16	*	£151	£288	£-138	£0	£0	£0	n/a	0	0
31/03/15	*	£543	£227	£316	£99	£587	£586	30.9	0	0
31/03/14		£183	£187	£-4	£0	£0	£0	n/a	0	0
31/03/13		£162	£183	£-21	£0	£0	£0	n/a	0	0
31/03/12		£292	£191	£101	£0	£0	£0	n/a	0	0
31/03/11		£142	£120	£22	£0	£0	£0	n/a	0	0
31/03/10		£122	£132	£-11	£0	£0	£0	n/a	0	0
31/03/09		£136	£139	£-3	£0	£0	£0	n/a	0	0
31/03/08		£76	£114	£-38	£0	£0	£0	n/a	0	0
31/03/07		£71	£114	£-43	£0	£0	£0	n/a	0	0
31/03/06		£110	£104	£6	£0	£0	£0	n/a	0	0
31/03/05		£133	£92	£41	£0	£0	£0	n/a	0	0
31/03/04		£76	£77	£-1	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 4.4%
Fundraising Costs/Total Spending: 8.4%
Highest pay band: Less than £60,000
Liabilities/Assets: 2%
Liabilities/Income: 1%
Unrestricted Funds/Total Funds: 68%
Reserves/Spending: 13.7 months
Net Current Assets/Spending: 15 months
Quick Ratio: 35.7

Asset Split ?

Established: 30 years

www.hatzolanw.org

info@hatzolanw.org

02034327753

Charity Commission for England and Wales

Listed activities

The Advancement Of Health Or Saving Of Lives

GiG Classification

General outpatient health-care services

How it operates

Provides services

Where it operates

Barnet, Brent, Camden,

Who it helps

The General Public/Mankind

Who works here?

2 employees
82 volunteers

Who's supporting 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.

Specific Donations

Amount	When Months	To be used for
National Lottery Community Fund - Enhanced Emotional Support Programme for Frontline Volunteers
£10,000	22/04/2022	The funding will be used to continue the emotional wellbeing support for volunteer frontline medical emergency responders. The aim of the project is to train volunteers in Mental Health First Aid ....more The funding will be used to continue the emotional wellbeing support for volunteer frontline medical emergency responders. The aim of the project is to train volunteers in Mental Health First Aid Resilience Education Sessions and ensure that they are well supported in general enabling them to continue with their work.
National Lottery Community Fund - Emotional Support Programme for Frontline Volunteers
£10,000	22/01/2021 12	The funding will be used to develop emotional and mental health wellbeing support for volunteer frontline workers. The project aims to protect and support volunteers to improve mental health ....more The funding will be used to develop emotional and mental health wellbeing support for volunteer frontline workers. The project aims to protect and support volunteers to improve mental health wellbeing and cope with pressure during the current Covid-19 pandemic.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (4)

BARRY LIEBERMANN

LAURENCE BLITZ Appointed: 2013

SYLVAIN KLEIN, Occupation: Company Director, Other trusteeships: BETH SHMUEL SYNAGOGUE LIMITED, BEIS YAAKOV PRIMARY SCHOOL FOUNDATION, HATZOLA NORTHWEST TRUST LIMITED,

STUART RICHMAN Appointed: 2022, Other trusteeship: HATZOLA NORTHWEST TRUST LIMITED,

Legal constitution

Charity registered in England & Wales on 20/10/1994, number: 1041441

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Care Quality Commission

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Complaints handling
Complaints policy and procedures
Engaging external speakers at charity events 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
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; AR17: 54 days late, AR16: 92 days late, AR15: 39 days late,

Main office

The Sorting Office
2a St Georges Road
London
NW11 0LR

Objectives

1.THE PROTECTION AND PRESERVATION OF HEALTH; 2. THE RELIEF OF SICKNESS; AND SUCH OTHER CHARITABLE PURPOSES AS THE TRUSTEES SHALL IN THEIR ABSOLUTE DISCRETION FROM TIME TO TIME THINK FIT, IN PARTICULAR BY THE PROVISION OF FIRST AID RELIEF AND ASSISTANCE TO PERSONS WHO ARE ILL OR SICK OR OTHERWISE IN NEED OF MEDICAL CARE AND ATTENTION OR HOSPITAL OR CLINICAL NURSING SERVICES AND THE PROVISION OF FIRST AID TRAINING AND THE PROVISION OF FIRST AID COVER AT PUBLIC EVENTS

Defined Area of Benefit:

NOT DEFINED IN PRACTICE LONDON

Data Sources