Finance Score: 3

Governance Score: -2

Support Score: 3

Excess liquidity: -1
Large legacies income: +1
Fundraising costs low: +3

No conflicts policy: -1
Only 4 Trustees: -1

Grant maker support: +3

Overall GiG Score: 4

HEICHAL HATORAH

1) The advancement of education and training.2) Promotion of social welfare and relief of poverty in particular in Jewish communities by provision of financial assistance, grants or similar means at the discretion of the trustees.3) For such other charitable purposes as the trustees in their absolute discretion think fit.

Analysis by Giving is Great

Positives:

This charity has received considerable income from legacies in recent years
Spending has increased over the last 3 years relative to the previous period
There have been no material income shortfalls in recent years
Fundraising costs are unusually low relative to funds raised
A significant proportion of recent income was derived from major grant makers including the Government

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
There are only 4 trustees

Financial issues to consider:

Liquidity appeared to be in excess of CC guidelines at the latest year end

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		£675	£544	£131	£29	£759	£759	16.7	42	0
31/03/22		£743	£517	£226	£26	£629	£629	14.6	42	0
31/03/21		£602	£402	£200	£402	£593	£593	17.7	45	0
31/03/20		£470	£458	£12	n/a	n/a	n/a	n/a	n/a	0
31/03/19	*	£618	£412	£206	£20	£190	£190	5.5	49	2
31/03/18	*	£319	£385	£-67	£0	£0	£0	n/a	0	0
31/03/17		£413	£379	£34	£0	£0	£0	n/a	0	0
31/03/16	*	£354	£342	£12	£0	£0	£0	n/a	0	0
31/03/15		£408	£417	£-9	£0	£0	£0	n/a	0	0
31/03/14	*	£404	£400	£4	£0	£0	£0	n/a	0	0
31/03/13		£398	£420	£-22	£0	£0	£0	n/a	0	0
31/03/12	*	£339	£311	£28	£0	£0	£0	n/a	0	0
31/03/11	*	£215	£232	£-17	£0	£0	£0	n/a	0	0
31/03/10	*	£205	£187	£18	£0	£0	£0	n/a	0	0
31/03/09	*	£128	£130	£-2	£0	£0	£0	n/a	0	0
31/03/08	*	£128	£130	£-2	£0	£0	£0	n/a	0	0
31/03/07	*	£125	£118	£7	£0	£0	£0	n/a	0	0
31/03/06	*	£83	£94	£-11	£0	£0	£0	n/a	0	0
31/03/05	*	£71	£54	£17	£0	£0	£0	n/a	0	0
31/03/04	*	£20	£58	£-39	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 4.3%
Fundraising Costs/Total Spending: 5.4%
Highest pay band: Less than £60,000
Liabilities/Assets: 20%
Liabilities/Income: 28%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 16.7 months
Net Current Assets/Spending: 2 months
Quick Ratio: 4.3

Asset Split ?

Established: 21 years

meroyde@gmail.com

01617408076

Charity Commission for England and Wales

Listed activities

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

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Provides advocacy/advice/information
Sponsors or undertakes research

Where it operates

Bury, Lancashire,

Who it helps

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

Who supports 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 - Project reconnect
£9,980	20/05/2022	The funding will be used for a number of activities for the elderly Jewish community including practical support a befriending service and a daily drop-in centre. The project aims to ensure the ....more The funding will be used for a number of activities for the elderly Jewish community including practical support a befriending service and a daily drop-in centre. The project aims to ensure the community practically supports each other to access Kosher supplies reduce loneliness and isolation and help the community rebuild post pandemic.
National Lottery Community Fund - Distribute food to vulnerable people Version 2
£10,000	05/03/2021 12	The funding will be used to provide food packages to vulnerable people in the community as well as advice and support related to finances and employment. The project aims to support people during the ....more The funding will be used to provide food packages to vulnerable people in the community as well as advice and support related to finances and employment. The project aims to support people during the current Covid-19 pandemic.
DCMS - Coronavirus Community Support Fund
£9,900	24/08/2020	"The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to ....more "The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to operate, thereby reducing the burden on public services.2) To ensure essential services are provided to vulnerable people, both in the short and long term through increased community support through the work of charitable organisations."
National Lottery Community Fund - Helping Hands
£9,990	16/10/2019 12	Helping Hands

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (4)

CHAGAI KAHN, Occupation: Company Director, Other trusteeships: DELAPAGE LIMITED, OHEL TORAH, MESILA UK LIMITED, OHR CHAIM LIMITED, FRIENDS OF KH, MIDDLETON ROAD MIKVAH LTD,

DAVID GREENBLATT Appointed: 2014, Other trusteeships: TREE LIFE CLUB, STONEWHITE, Torah Umesorah UK Limited,

MORRIS BRUNNER Appointed: 2002, Other trusteeships: THE MACHZIKEI HADASS COMMUNITIES, J SHINE CHARITIES LIMITED, ACADEMY FOR TALMUDICAL RESEARCH (KOLEL HARABANIM), THE ROSTON CHARITABLE TRUST, MACHZIKEI HADASS COMMUNITY SERVICES LTD,

RABBI ABRAHAM HASSAN, Other trusteeships: NOAM SHABBOS ASSOCIATION, BRITISH FRIENDS OF THE GIBRALTAR KOLLEL,

Legal constitution

Charity registered in England & Wales on 29/01/2003, number: 1095687

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Paying staff
Risk management
Volunteer management

Filing Record

20 returns made; AR19: 170 days late, AR18: 1 days late, AR16: 1 days late, AR14: 0 days late, AR12: 1 days late, AR11: 22 days late, AR10: 20 days late, AR09: 153 days late, AR08: 130 days late, AR07: 254 days late, AR06: 1045 days late, AR05: 16 days late, AR04: 1 days late,

Main office

24 ROSTON ROAD
SALFORD
M7 4FS

Objectives

1. THE FURTHERANCE OF AUTHENTIC TORAH EDUCATION.2. THE RELIEF OF POVERTY OF JEWISH PEOPLE WHO ARE IN NEED BY VIRTUE OF THEIR NECESSITOUS CIRCUMSTANCES PARTICULARLY BY THE PROVISION OF FINANCIAL ASSISTANCE, GRANTS OR SIMILAR MEANS AT THE DISCRETION OF THE TRUSTEES.3. FOR SUCH OTHER CHARITABLE PURPOSES AS THE TRUSTEES IN THEIR ABSOLUTE DISCRETION THINK FIT.

Defined Area of Benefit:

NOT DEFINED.

Data Sources