Finance Score: 3

Governance Score: 4

Support Score: 7

Liabilities <10%: +3
Volatile income: -3
Fundraising costs low: +3

No volunteer policy: -2
Good trustee age range: +3
Gender balanced board: +3

Grant maker support: +7

Overall GiG Score: 14

HOLOCAUST EDUCATIONAL TRUST

Our Key Educational Activities are:Outreach ProgrammeLessons from Auschwitz ProjectEducational ResourcesTeacher TrainingAmbassador ProgrammeHolocaust Memorial Day

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
There have been no material income shortfalls in recent years
Fundraising costs are low relative to funds raised
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of age and gender

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy

Financial issues to consider:

Liquidity appeared to be in excess of CC guidelines at the latest year end but spending has been increasing rapidly
Income has been volatile recently

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		£4,933	£5,033	£-99	£245	£8,349	£6,597	15.7	43	47
31/03/22		£6,542	£2,801	£3,740	£55	£8,438	£6,822	29.2	41	0
31/03/21		£2,941	£2,708	£234	£18	£4,697	£3,152	14	34	141
31/03/20		£6,564	£5,561	£1,003	£165	£4,464	£2,829	6.1	40	8
31/03/19		£4,723	£4,395	£328	£147	£3,461	£2,221	6.1	29	0
31/03/18		£4,227	£3,922	£304	£145	£3,133	£1,903	5.8	26	0
31/03/17		£3,952	£3,721	£230	£128	£2,829	£1,658	5.3	25	0
31/03/16		£3,579	£3,654	£-75	£131	£2,599	£1,455	4.8	27	0
31/03/15		£3,514	£3,365	£148	£124	£2,674	£1,516	5.4	23	0
31/03/14		£3,622	£3,449	£173	£117	£2,525	£1,506	5.2	21	0
31/03/13		£3,149	£2,912	£237	£137	£2,353	£1,243	5.1	19	0
31/03/12		£2,794	£2,670	£124	£83	£2,116	£989	4.4	17	0
31/03/11		£2,825	£2,889	£-64	£86	£1,992	£924	3.8	18	0
31/03/10		£2,518	£2,869	£-351	£73	£2,056	£849	3.6	17	0
31/03/09?		£4,139	£3,030	£1,109	£117	£2,338	£964	3.8	17	0
31/12/07		£1,475	£1,980	£-506	£88	£1,229	£1,015	6.1	13	0
31/12/06		£2,089	£776	£1,313	£0	£0	£0	n/a	0	0
31/12/05	*	£780	£646	£134	£0	£0	£0	n/a	0	0
31/12/04		£549	£562	£-13	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 6.8%
Fundraising Costs/Total Spending: 5%
Senior Staff Costs/Total Spending: 5%
Highest pay band: £140,000-£150,000
Liabilities/Assets: 8%
Liabilities/Income: 16%
Unrestricted Funds/Total Funds: 79%
Reserves/Spending: 15.7 months
Net Current Assets/Spending: 9 months
Quick Ratio: 1.9

Asset Split ?

Established: 22 years

www.het.org.uk

info@het.org.uk

02072226822

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training

GiG Classification

Education support services

How it operates

Provides advocacy/advice/information
Provides services
Sponsors or undertakes research

Where it operates

Northern Ireland, Scotland, Throughout England And Wales,

Who it helps

Children/Young People
Other Charities Or Voluntary Bodies
The General Public/Mankind

Who works here?

43 employees
47 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
Department for Education - Lessons From Auschwitz Programme
£1,085,419	01/04/2022	To provide the opportunity for two post-16 students from every state-funded school in England to visit the Nazi concentration and death camp Auschwitz-Birkenau as part of a four-part educational ....more To provide the opportunity for two post-16 students from every state-funded school in England to visit the Nazi concentration and death camp Auschwitz-Birkenau as part of a four-part educational programme.
Ministry for Housing, Communities and Local Government - Holocaust Educational Trust - Content Development
£80,007	11/02/2022	Developing the Holocaust Memorial content
Ministry for Housing, Communities and Local Government - Holocaust Educational Trust - Lessons from Auschwitz Universities
£68,250	11/06/2021	Addressing the antisemitism in Educational Institutions
Department for Education - Lessons From Auschwitz Programme
£873,186	01/04/2020	To provide the Lessons from Auschwitz programme.
Ministry for Housing, Communities and Local Government - HOLOCAUST EDUCATIONAL TRUST - LESSONS FROM AUSCHWITZ
£55,832	01/04/2020	Addressing the antisemitism in Educational Institutions
Ministry for Housing, Communities and Local Government - HOLOCAUST EDUCATIONAL TRUST - CONTENT DEVELOPMENT
£77,714	01/04/2020	Developing the Holocaust Memorial content
Department for Education - Lessons From Auschwitz Programme
£2,080,054	01/04/2018	To provide the Lessons from Auschwitz programme.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

Based on 10/11 persons

Age Range of Trustees: 27-87

CRAIG LEVITON (Chair) Appointed: 2021, Occupation: Company Director

LORD EDMUND JOHN PHILLIP BROWNE Appointed: 2019, Occupation: Director, Other trusteeships: THE JOHN BROWNE CHARITABLE TRUST, THE FRANCIS CRICK INSTITUTE LIMITED,

AMELIA CLAIRE IRELAND Appointed: 2019, Occupation: N/A

EDWARD JAMES LEWIN Appointed: 2012, Occupation: Director Of Strategy & Operations

HANNAH LEWIS Appointed: 2015, Occupation: N/A

HELEN HYDE DBE Appointed: 2012, Other trusteeships: YAD VASHEM UK FOUNDATION, FOUNDATION FOR JEWISH HERITAGE, ONE VISION,

MICHAEL BENJAMIN KARP Appointed: 2012, Occupation: Chartered Accountant

MARILYN OFER Appointed: 2015, Occupation: N/A

PAUL PHILIP BERLYN Appointed: 2012, Occupation: Chartered Accountant

PAUL PHILLIPS Appointed: 2001, Occupation: Company Director, Other trusteeship: THE PHILLIPS FAMILY CHARITABLE TRUST,

SAMUEL JAMES FREEDMAN Appointed: 2019, Occupation: Ceo, Other trusteeship: AMBITION INSTITUTE,

Legal constitution

Charitable company registered in England & Wales on 10/07/2002, number: 1092892
Registered at Companies House on 27/04/2001, number: 04207020

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
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
Investing charity funds policy and procedures
Investment
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

19 returns made; AR05: 8 days late,

Recent reorganisation events:

Asset transfer in from ACHIEZER on 07/04/2022

Main office

HOLOCAUST EDUCATIONAL TRUST
BCM BOX 7892
LONDON
WC1N 3XX

Objectives

THE CHARITY'S OBJECTS ARE RESTRICTED SPECIFICALLY, IN EACH CASE ONLY FOR THE PUBLIC BENEFIT: (A) TO ADVANCE THE EDUCATION OF THE PUBLIC IN THE HISTORY OF THE HOLOCAUST AND IN PARTICULAR EUROPEAN HISTORY AND THE HISTORY OF EUROPEAN JEWRY RELEVANT TO THE HOLOCAUST; AND (B) THE PROMOTION OF RELIGIOUS AND RACIAL HARMONY, EQUALITY, DIVERSITY AND CITIZENSHIP BY ADVANCING EDUCATION ABOUT THE HOLOCAUST AND ITS CONTEMPORARY RELEVANCE.

Defined Area of Benefit:

NATIONAL AND OVERSEAS

Data Sources