Finance Score: -6

Governance Score: 0

Support Score: 0

Spending falling: -1
Volatile income & significant deficit in latest year: -5
No PartB

2 Trustees: -2
Gender balanced board: +3

No supporters identified

Overall GiG Score: -6

THE DIANA AND ALLAN MORGENTHAU CHARITABLE TRUST

The trusts objects include wide charitable purposes at the discretion of the trustees. There are no restricted or endowment funds. The policies are almost exclusively to benefit health, education, the arts, overseas aid and general charitable purposes.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

This charity only provides its support via other charities
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 has fallen significantly over the last 5 years relative to the previous period
Income has been volatile recently and was significantly lower than spending in the latest year

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		£45	£68	£-23	n/a	n/a	n/a	n/a	n/a
05/04/22		£56	£49	£6	n/a	n/a	n/a	n/a	n/a
05/04/21		£60	£63	£-3	n/a	n/a	n/a	n/a	n/a
05/04/20		£81	£88	£-7	n/a	n/a	n/a	n/a	n/a
05/04/19		£125	£99	£26	n/a	n/a	n/a	n/a	n/a
05/04/18		£125	£125	£0	£0	£0	£0	n/a	0
05/04/17		£58	£83	£-25	£0	£0	£0	n/a	0
05/04/16		£180	£155	£25	£0	£0	£0	n/a	0
05/04/15		£94	£110	£-16	£0	£0	£0	n/a	0
05/04/14		£94	£105	£-11	£0	£0	£0	n/a	0
05/04/13		£111	£114	£-3	£0	£0	£0	n/a	0
05/04/12		£131	£106	£26	£0	£0	£0	n/a	0
05/04/11		£109	£107	£1	£0	£0	£0	n/a	0
05/04/10		£95	£132	£-37	£0	£0	£0	n/a	0
05/04/09		£208	£170	£38	£0	£0	£0	n/a	0
05/04/08		£126	£122	£4	£0	£0	£0	n/a	0
05/04/07	*	£145	£169	£-24	£0	£0	£0	n/a	0
05/04/06		£162	£145	£17	£0	£0	£0	n/a	0
05/04/05	*	£94	£166	£-72	£0	£0	£0	n/a	0
05/04/04	*	£157	£81	£75	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 27 years

ALLAN.M@BTINTERNET.COM

02074931904

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science
Education/Training
General Charitable Purposes
The Advancement Of Health Or Saving Of Lives

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Throughout London,

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

DIANA MORGENTHAU

ALLAN HENRY SIMON MORGENTHAU, Other trusteeships: THE ARCHIE SHERMAN CHARITABLE TRUST, THE ARCHIE SHERMAN CARDIFF FOUNDATION, THE BRITISH FRIENDS OF THE JAFFA INSTITUTE,

Legal constitution

Charity registered in England & Wales on 30/04/1997, number: 1062180

Gift Aid

NOT registered with HMRC for Gift Aid

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
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; AR07: 4 days late, AR05: 5 days late, AR04: 26 days late,

Main office

ALLAN MORGENTHAU
274a Kentish Town Road
London
NW5 2AA

Objectives

HOLD THE TRUST FUND AND ITS INCOME UPON TRUST TO PAY THEREFROM ALL THE PROPER COSTS AND EXPENSES BY THE TRUSTEES IN ESTABLISHING AND ADMINISTERING THE CHARITY AND THE TRUST FUND AND SUBJECT THERTO TO APPLY THE INCOME TO SUCH CHARITABLE INSTITUTIONS OR TOWARDS OR FOR THE ADVANCEMENT OR IN FURTHERANCE OF SUCH CHARITABLE PURPOSES IN SUCH MANNER AND IN SUCH PROPORTIONS AS THE TRUSTEES MAY FROM TIME TO TIME IN THEIR ABSOLUTE DISCRETION DETERMINE.

Defined Area of Benefit:

WORLDWIDE

Data Sources