Finance Score: -6

Governance Score: 0

Support Score: 0

Spending falling: -1
Multiple Deficits and declines: -5
No PartB

No supporters identified

Overall GiG Score: -6

THE ROZAC CHARITABLE TRUST

The charity supports those organisations deemed to promote the objectives of this charity.

Analysis by Giving is Great

Regulatory & Governance issues to consider:

Over half the Board have joined recently

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 and on several occasions in recent years 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
31/12/22		£3	£4	£-2	n/a	n/a	n/a	n/a	n/a
31/12/21		£19	£334	£-315	n/a	n/a	n/a	n/a	n/a
31/12/20		£51	£33	£17	n/a	n/a	n/a	n/a	n/a
31/12/19		£56	£1,110	£-1,054	n/a	n/a	n/a	n/a	n/a
31/12/18		£419	£370	£49	£0	£0	£0	n/a	0
31/12/17		£99	£418	£-319	£0	£0	£0	n/a	0
31/12/16		£116	£109	£6	£0	£0	£0	n/a	0
31/12/15		£120	£111	£9	£0	£0	£0	n/a	0
31/12/14		£153	£113	£40	£0	£0	£0	n/a	0
31/12/13		£142	£121	£21	£0	£0	£0	n/a	0
31/12/12		£118	£84	£34	£0	£0	£0	n/a	0
31/12/11	*	£107	£142	£-35	£0	£0	£0	n/a	0
31/12/10		£188	£202	£-15	£0	£0	£0	n/a	0
31/12/09		£164	£134	£29	£0	£0	£0	n/a	0
31/12/08		£338	£291	£47	£0	£0	£0	n/a	0
31/12/07	*	£357	£225	£133	£0	£0	£0	n/a	0
31/12/06	*	£250	£252	£-2	£0	£0	£0	n/a	0
31/12/05	*	£211	£132	£79	£0	£0	£0	n/a	0
31/12/04		£399	£220	£180	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 24 years

0191 4777648

Charity Commission for England and Wales

Listed activities

Education/Training
Overseas Aid/Famine Relief
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 And Wales,

Who it helps

Other Charities Or Voluntary Bodies
People Of A Particular Ethnic Or Racial Origin

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (4)

Current Trustees appointed

DEVORAH BUNA RUBINSTIEN Appointed: 2023

ESTHER KAUFMAN Appointed: 2023

MAURICE MOSES KAUFMAN Appointed: 2023, Other trusteeships: THE M D AND S CHARITABLE TRUST, M O CHARITABLE TRUST, FIVE K FOUNDATION,

SIMON KAUFMAN, Other trusteeships: C S KAUFMAN CHARITABLE TRUST, THE MK CHARITABLE TRUST, C AND F CHARITABLE TRUST, LARGSMOUNT LTD, K M CHARITABLE TRUST, S C K CHARITABLE TRUST, MYR CHARITABLE TRUST, AREIVIM, NESIVOS HATORAH LTD, FIVE K FOUNDATION, MENDEL KAUFMAN MEMORIAL TRUST,

Legal constitution

Charity registered in England & Wales on 12/10/2000, number: 1082851

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

19 returns made; AR11: 48 days late, AR07: 0 days late, AR06: 50 days late, AR05: 29 days late,

Main office

72 Windermere Street West
GATESHEAD
Tyne And Wear
Tyne And Wear
NE8 1TX

Objectives

THE ADVANCEMENT OF RELIGION AND RELIGIOUS EDUCATION IN ACCORDANCE WITH THE ORTHODOX JEWISH TRADITION AND FOR THE RELIEF OF SICKNESS AND POVERTY OF PERSONS RECOGNISED BY ANY ORTHODOX BEIS DIN AS BEING A MEMBER OF THE ORTHODOX JEWISH FAITH AND IN SUCH PROPORTIONS AND IN SUCH MANNER AND SUBJECT TO SUCH TERMS AND CONDITIONS AS THE TRUSTEES MAY FROM TIME TO TIME BY A LIKE NOTICE DIRECT AND SUBJECT TO AND IN DEFAULT OF ANY SUCH DIRECTION AND INSOFAR AS SUCH DIRECTION MAY NOT EXTEND AS THE TRUSTEES MAY AT THEIR UNCONTROLLED DISCRETION DETERMINE AND NOTHING HEREIN CONTAINED SHALL EITHER EXPRESSLY OR BY IMPLICATION AUTHORISE THE APPLICATION OF ANY PART OF THE INCOME OR CAPITAL OF THE TRUST FUND FOR ANY OBJECT OR PURPOSE WHICH IS NOT A CHARITABLE OBJECT OR PURPOSE

Defined Area of Benefit:

EUROPE, ISRAEL,CANADA,USA

Data Sources