Finance Score: 0

Governance Score: -4

Support Score: 0

Only 3 Trustees: -2
Narrow trustee age band: -2

No supporters identified

Overall GiG Score: -4

SAMJO LIMITED

The support of educational and religious activities relating to the Jewish faith including medical and sickness organisations. In the case of individuals the company will assist where there is poverty or disability.

Analysis by Giving is Great

Positives:

This charity has an endowment fund which generates most of its income

Regulatory & Governance issues to consider:

There are only 3 trustees
The Board has little diversity in terms of age

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
31/03/23		£3,709	£2,135	£1,574	£0	£36,478	£36,478	205
31/03/22		£3,392	£1,160	£2,232	£0	£30,956	£30,956	320.2
31/03/21		£2,574	£1,153	£1,421	£0	£18,149	£18,149	188.8
31/03/20		£2,042	£1,765	£276	£0	£16,728	£16,728	113.7
31/03/19	*	£2,103	£1,859	£244	£0	£14,147	£14,147	91.3
31/03/18		£1,959	£2,560	£-601	£0	£13,903	£13,903	65.2
31/03/17	*	£1,692	£2,449	£-758	£0	£15,534	£15,534	76.1
31/03/16		£1,280	£1,842	£-561	£0	£16,292	£16,292	106.2
31/03/15	*	£1,252	£1,607	£-355	£26	£16,402	£16,402	122.5
31/03/14		£1,224	£1,198	£26	£2	£12,411	£12,411	124.3
31/03/13	*	£1,276	£3,155	£-1,879	£98	£12,385	£12,385	47.1
31/03/12		£2,269	£1,855	£414	£8	£15,408	£15,408	99.7
31/03/11	*	£1,509	£2,773	£-1,264	£80	£14,942	£14,942	64.7
31/03/10		£1,063	£1,815	£-752	£11	£15,238	£15,238	100.7
31/03/09		£1,368	£1,934	£-566	£-2	£15,990	£15,990	99.2
31/03/08	*	£5,235	£1,370	£3,866	£485	£16,616	£16,616	145.6
31/03/07	*	£4,886	£973	£3,913	£973	£13,376	£13,376	164.9
31/03/06	*	£1,067	£311	£756	£0	£0	£0	n/a
31/03/05	*	£509	£503	£6	£0	£0	£0	n/a
31/03/04	*	£426	£62	£364	£0	£0	£0	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 32%
Liabilities/Income: 461%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 205 months
Net Current Assets/Spending: 11 months
Quick Ratio: 1.6

Asset Split ?

Established: 22 years

D.Stewart@prestburymanagement.co.uk

01618328721

Charity Commission for England and Wales

Listed activities

Accommodation/Housing
Disability
Education/Training
General Charitable Purposes
Overseas Aid/Famine Relief
Religious Activities
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Services for people with disabilities

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Bolton, Bury, Manchester City, Oldham, Rochdale, Salford City, Stockport, Tameside, Trafford, Wigan,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People Of A Particular Ethnic Or Racial Origin
People With Disabilities

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (3)

Current Trustees appointed

Age Range of Trustees: 53-66

JOSHUA HALPERN Appointed: 2002, Occupation: Co Director, Other trusteeships: THE MOSHAL CHARITABLE TRUST, AVIR CHARITABLE TRUST, OIZER CHARITABLE TRUST, SHAAREI TORAH BUILDINGS LIMITED, THE T R HEILPERN CHARITABLE TRUST,

RABBI YISROEL FRIEDMAN, Occupation: Rabbi

SAMUEL HALPERN Appointed: 2002, Occupation: Co Director, Other trusteeships: SHEMTOV CHARITABLE TRUST, CHORTKOV TRUST,

Legal constitution

Charitable company registered in England & Wales on 30/10/2002, number: 1094397
Registered at Companies House on 13/05/2002, number: 04436366

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 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; AR19: 11 days late, AR17: 17 days late, AR15: 3 days late, AR13: 50 days late, AR11: 66 days late, AR08: 61 days late, AR07: 162 days late, AR06: 7 days late, AR05: 12 days late, AR04: 32 days late,

Main office

1st Floor Cloister House
Riverside
New Bailey Street
Manchester
M3 5FS

Objectives

THE ADVANCEMENT OF RELIGION, THE ADVANCEMENT AND SUPPORT OF EDUCATION AND THE RELIEF OF THE ELDERLY, VULNERABLE (SUCH AS YOUNG CHILDREN OR ANYONE WITH SPECIAL NEEDS) OR THOSE SUFFERING POVERTY OR HARDSHIP AND OTHER CHARITABLE PURPOSES FOR THE PUBLIC BENEFIT.

Defined Area of Benefit:

NOT DEFINED.

Data Sources