Finance Score: 2

Governance Score: 2

Support Score: 3

Liabilities <10%: +3
Excess liquidity: -1

Dynamic board: +3
Mainly male board: -1

Gov Income
Grant maker support: +3

Overall GiG Score: 7

MENORAH FOUNDATION

Objectives of Menorah Foundation are:- To advance Orthodox Jewish Education, including, in particular, but without prejudice, as to the generality of the aforegoing, providing financial support support to the Menorah Foundation School- To advance the religion of the Jewish Faith in accordance with Orthodox practice- Other purposes as recognised by the law of England and Wales as charitable

Analysis by Giving is Great

Positives:

The charity has received Government grants
This charity has a robust balance sheet
Spending has increased over the last 3 years relative to the previous period
There have been no material income shortfalls in recent years
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

The Board is predominantly male
Over half the Board have joined recently

Financial issues to consider:

Liquidity appeared to be considerably in excess of CC guidelines at the latest year end especially considering the historic stability of income

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
31/08/22	*	£1,488	£1,376	£112	£0	£2,474	£2,409	21
31/08/21		£978	£1,048	£-70	£10	£2,362	£2,312	26.5
31/08/20		£996	£1,087	£-90	£0	£2,432	£2,382	26.3
31/08/19		£1,212	£981	£231	£0	£2,522	£2,472	30.2
31/08/18		£973	£977	£-4	£0	£2,710	£2,710	33.3
31/08/17		£983	£849	£135	£40	£2,714	£2,714	38.4
31/08/16		£1,479	£683	£797	£0	£2,580	£2,580	45.3
31/08/15		£615	£743	£-128	£3	£1,783	£1,783	28.8
31/08/14	*	£927	£921	£6	£3	£1,911	£1,911	24.9
31/08/13	*	£609	£599	£10	£3	£1,904	£1,904	38.1
31/08/12	*	£780	£600	£180	£3	£1,894	£1,894	37.9
31/08/11	*	£864	£599	£265	£3	£1,715	£1,715	34.4
31/08/10	*	£986	£627	£359	£3	£1,449	£1,449	27.7
31/08/09	*	£727	£649	£78	£3	£1,090	£1,090	20.2
31/08/08	*	£630	£571	£59	£0	£0	£0	n/a
31/08/07	*	£709	£500	£209	£0	£0	£0	n/a
31/08/06	*	£652	£411	£241	£0	£0	£0	n/a
31/08/05	*	£483	£445	£37	£0	£0	£0	n/a
31/08/04	*	£447	£413	£35	£0	£0	£0	n/a

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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: 1%
Liabilities/Income: 1%
Unrestricted Funds/Total Funds: 97%
Reserves/Spending: 21 months
Net Current Assets/Spending: 2 months
Quick Ratio: 15.5

Asset Split ?

Established: 29 years

adrian@adrianjacobs.co.uk

02082034195

Charity Commission for England and Wales

Listed activities

Education/Training
General Charitable Purposes
Religious Activities

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Organisations
Provides human resources

Where it operates

Barnet,

Who it helps

Children/Young People

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

ALAN KORMAN Appointed: 2023

BENJAMIN MARK FINGER Appointed: 2024

BRENDAN MARTIN STERN Appointed: 2024

DALIA MICHAL MESHULAM Appointed: 2023

DANIEL WULWICK Appointed: 2021

NATHAN BARUCH JACKSON Appointed: 2023

ADRIAN MARK JACOBS BEM (Chair) Appointed: 2023, Other trusteeships: THE HUNTINGDON FOUNDATION LIMITED, BRITISH FRIENDS OF THE LAND OF ISRAEL, ONE GREAT DAY, HENDON ADATH LIMITED, HENDON ADATH YISROEL CONGREGATION,

Legal constitution

Charity registered in England & Wales on 03/03/1995, number: 1044649

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Ofsted (Office For Standards In Education)

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

19 returns made; AR22: 102 days late, AR14: 14 days late, AR13: 90 days late, AR12: 330 days late, AR11: 367 days late, AR10: 732 days late, AR09: 1097 days late, AR08: 922 days late, AR07: 540 days late, AR06: 757 days late, AR05: 272 days late, AR04: 165 days late,

Main office

13 BEAUFORT GARDENS
LONDON
NW4 3QN

Objectives

(1) TO ADVANCE ORTHODOX JEWISH EDUCATION INCLUDING IN PARTICULAR BUT WITHOUT PREJUDICE AS TO THE GENERALITY OF THE AFOREGOING PROVIDING FINANCIAL SUPPORT TO THE MENORAH FOUNDATION SCHOOL OF FINCHLEY ROAD LONDON NW11 (2) TO ADVANCE THE RELIGIOUS OF THE JEWISH FAITH IN ACCORDANCE WITH THE ORTHODOX PRACTICE (3) SUCH OTHER PURPOSES AS ARE RECOGNISED BY THE LAW OF ENGLAND AND WALES AS CHARITABLE

Defined Area of Benefit:

NOT DEFINED

Data Sources