Finance Score: 2

Governance Score: -3

Support Score: 5

Strong growth: +2
No PartB

No volunteer policy: -2
No conflicts policy: -1

Large volunteers +3
Grant maker support: +2

Overall GiG Score: 4

CHAIM YOSEF TRUST

The policy of the Chaim Yosef Trust continues to be to derive its income from fund raising activities and to make donations in accordance with the TrustÔÇÖs objects.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
There has been strong growth in spending over the last 5 years
There have been no material income shortfalls in recent years
A significant proportion of recent income was derived from major grant makers

Regulatory & Governance issues to consider:

This charity only provides its support via other charities
Although this charity works with volunteers it does not have a Volunteer Management policy
This charity does not have a Conflict of Interests policy

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

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
31/12/22		£32	£27	£5	n/a	n/a	n/a	n/a	n/a	12
31/12/21		£21	£14	£6	n/a	n/a	n/a	n/a	n/a	3
31/12/20	*	£18	£18	£1	n/a	n/a	n/a	n/a	n/a	3
31/12/19		£18	£20	£-1	n/a	n/a	n/a	n/a	n/a	3
31/12/18		£10	£11	£-2	£0	£0	£0	n/a	0	0
31/12/17	*	£10	£9	£1	£0	£0	£0	n/a	0	0
31/12/16	*	£3	£2	£1	£0	£0	£0	n/a	0	0
31/12/15	*	£1	£1	£0	£0	£0	£0	n/a	0	0
31/12/14	*	£19	£11	£7	£0	£0	£0	n/a	0	0
31/12/13	*	£20	£32	£-12	£0	£0	£0	n/a	0	0
31/12/12	*	£8	£5	£4	£0	£0	£0	n/a	0	0
31/12/11	*	£6	£8	£-2	£0	£0	£0	n/a	0	0
31/12/10		£9	£6	£3	£0	£0	£0	n/a	0	0
31/12/09?	*	£0	£0	£0	£0	£0	£0	n/a	0	0
31/12/07	*	£61	£61	£0	£0	£0	£0	n/a	0	0
31/12/06	*	£61	£61	£0	£0	£0	£0	n/a	0	0
31/12/05	*	£243	£259	£-16	£0	£0	£0	n/a	0	0
31/12/04	*	£104	£84	£20	£0	£0	£0	n/a	0	0

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Download accounts

Highest pay bracket: less than £60,000

Established: 24 years

chaimyoseftrust@gmail.com

02088805501

Charity Commission for England and Wales

Listed activities

Education/Training
General Charitable Purposes
Religious Activities
The Prevention Or Relief Of Poverty

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Organisations

Where it operates

Throughout England,

Who it helps

Other Charities Or Voluntary Bodies

Who works here?

Unknown number of employees
12 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 - Upwards we go!
£10,000	02/12/2022	This project will deliver activities including therapy baking arts and crafts and healthy lifestyle sessions to Jewish children and their families who have learning disabilities and require support. ....more This project will deliver activities including therapy baking arts and crafts and healthy lifestyle sessions to Jewish children and their families who have learning disabilities and require support. The project aims to reduce social isolation and improve their overall wellbeing by teaching them new skills to improve their self-esteem and confidence.
National Lottery Community Fund - Support Jewish children and their families
£10,000	10/09/2021	This project will support Jewish children and their families who have learning disabilities and require support. This includes ADHD and Asperger's and will support with a new project offering weekly ....more This project will support Jewish children and their families who have learning disabilities and require support. This includes ADHD and Asperger's and will support with a new project offering weekly art group sessions to reduce isolation and improve wellbeing where participants are encouraged to talk about their work. It will also run a series of outings and trips including three picnics to promote inclusion and support families and there will also be six full day outings for the whole family.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (3)

CHANA GITTEL SCHWARTZ

ELIMELECH SCHWARTZ

ASHER ZELIG LEW, Occupation: Company Director, Other trusteeships: INTERDAM LIMITED, COMBINED FUNDS LIMITED,

Legal constitution

Charity registered in England & Wales on 29/06/2000, number: 1081340

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

18 returns made; AR20: 141 days late, AR17: 91 days late, AR16: 114 days late, AR15: 43 days late, AR14: 110 days late, AR13: 106 days late, AR12: 42 days late, AR11: 408 days late, AR09: 260 days late, AR07: 71 days late, AR06: 462 days late, AR05: 22 days late, AR04: 9 days late,

Main office

115 KYVERDALE ROAD
LONDON
N16 6PS

Objectives

(A) THE ADVANCEMENT OF ORTHODOX JEWISH RELIGION EDUCATION (B) THE ADVANCEMENT OF THE ORTHODOX JEWISH RELIGION (C) SUCH OTHER CHARITABLE OBJECTS AS THE TRUSTEES MAY FROM TIME TO TIME DETERMINE.

Defined Area of Benefit:

NOT DEFINED

Data Sources