Finance Score: 5

Governance Score: -2

Support Score: 3

Strong growth: +2
Fundraising costs low: +3

Only 3 Trustees: -2
Good trustee age range: +3
All male board: -3

Gov Income
Grant maker support: +3

Overall GiG Score: 6

BAER HATORA LTD

Baer Hatora manages and carries on the Talmudical College known as Baer Hatora 22 Bewick Road, Gateshead NE8 4DP

Analysis by Giving is Great

Positives:

The charity has received Government grants
There has been strong growth in spending over the last 5 years
There have been no material income shortfalls in recent years
Fundraising costs are unusually low relative to funds raised

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return
There are only 3 trustees
The Board is completely male

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		£587	£568	£19	£15	£182	£182	3.8	23	0
31/03/22		£531	£498	£33	£27	£163	£163	3.9	20	0
31/03/21		£515	£389	£126	£44	£129	£129	4	23	0
05/04/20		£393	£390	£2	n/a	n/a	n/a	n/a	n/a	2
05/04/19		£303	£314	£-11	n/a	n/a	n/a	n/a	n/a	2
05/04/18		£262	£262	£0	£0	£0	£0	n/a	0	0
05/04/17		£273	£284	£-11	£0	£0	£0	n/a	0	0
05/04/16		£269	£281	£-12	£0	£0	£0	n/a	0	0
05/04/15		£306	£305	£1	£0	£0	£0	n/a	0	0
05/04/14		£332	£331	£1	£0	£0	£0	n/a	0	0
05/04/13		£332	£332	£-1	£0	£0	£0	n/a	0	0
05/04/12		£369	£378	£-8	£0	£0	£0	n/a	0	0
05/04/11	*	£389	£396	£-7	£0	£0	£0	n/a	0	0
05/04/10	*	£398	£397	£1	£0	£0	£0	n/a	0	0
05/04/09		£396	£395	£0	£0	£0	£0	n/a	0	0
05/04/08	*	£369	£341	£28	£0	£0	£0	n/a	0	0
05/04/07		£325	£330	£-5	£0	£0	£0	n/a	0	0
05/04/06	*	£291	£288	£3	£0	£0	£0	n/a	0	0
05/04/05	*	£249	£250	£-1	£0	£0	£0	n/a	0	0
05/04/04	*	£249	£250	£-1	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 2.6%
Fundraising Costs/Total Spending: 2.7%
Highest pay band: Less than £60,000
Liabilities/Assets: 24%
Liabilities/Income: 10%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 3.8 months
Net Current Assets/Spending: 0 months
Quick Ratio: 1

Asset Split ?

Established: 23 years

ras@baer.org.uk

01914202140

Charity Commission for England and Wales

Listed activities

Education/Training
Religious Activities

GiG Classification

Services for people with disabilities

How it operates

Provides buildings/facilities/open space
Provides human resources

Where it operates

Gateshead, Newcastle Upon Tyne City, North Tyneside, South Tyneside, Sunderland,

Who it helps

Children/Young People
The General Public/Mankind

Who works here?

23 employees

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (3)

Current Trustees appointed

Gender Split

Age Range of Trustees: 29-54

JOSEPH ZVI SCHLEIDER Appointed: 2018, Occupation: Property Management

JOSHUA KOHN Appointed: 2020, Occupation: Company Director, Other trusteeship: KOLLEL SHAAREI HALACHA,

LIONEL SPITZER Appointed: 2000, Occupation: Company Director, Other trusteeships: BRONGATE LTD, GATESHEAD JEWISH BOARDING SCHOOL, HASKEL SOCIETY FOR HANDICAPPED CHILDREN, ZAYIS RAANON, THE BOLEL CHARITABLE TRUST, BCR GJAG LTD, GESHER, RAVENSIDE TRUST,

Legal constitution

Charitable company registered in England & Wales on 18/05/2001, number: 1086655
Registered at Companies House on 29/11/2000, number: 04117057

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
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
Investment
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; AR11: 18 days late, AR10: 20 days late, AR08: 153 days late, AR06: 81 days late, AR05: 28 days late, AR04: 28 days late,

Main office

22 BEWICK ROAD
GATESHEAD
NE8 4DP

Objectives

3. The Charity?s objects (?the objects) arei. The advancement of the Orthodox Jewish Religion.ii. The advancement of education according to the tenets of the Orthodox Jewish Faith.iii. The provision of both in-house and outward-bound training and life-skills courses for young people in first aid, communications skill, life-saving, outdoor pursuit and such other recreational and leisure-time activities and learning opportunities as the trustees shall from time to time determine, with the object of developing the capacity and capabilities of young people and assisting them to grow to full maturity and participate in society as responsible individuals.iv. The prevention or relief of poverty primarily but not exclusively in the UK by providing: grants, items and services to individuals in need and/or charities, or other organisations working to prevent or relieve poverty.

Defined Area of Benefit:

NOT DEFINED

Data Sources