Finance Score: -5

Governance Score: 3

Support Score: 0

Accounts overdue -5
No PartB

Gender balanced board: +3

No supporters identified

Overall GiG Score: -2

THE T R HEILPERN CHARITABLE TRUST

Advancement of education in the Jewish religion and the relief of poverty.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Latest accounts are overdue for filing

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
05/04/22	*	£31	£23	£9	n/a	n/a	n/a	n/a	n/a
05/04/21		£25	£20	£6	n/a	n/a	n/a	n/a	n/a
05/04/20		£20	£41	£-21	n/a	n/a	n/a	n/a	n/a
05/04/19		£28	£22	£5	n/a	n/a	n/a	n/a	n/a
05/04/18		£40	£12	£28	£0	£0	£0	n/a	0
05/04/17		£5	£6	£-1	£0	£0	£0	n/a	0
05/04/16	*	£13	£16	£-4	£0	£0	£0	n/a	0
05/04/15	*	£20	£5	£15	£0	£0	£0	n/a	0
05/04/14	*	£0	£5	£-5	£0	£0	£0	n/a	0
05/04/13	*	£50	£19	£31	£0	£0	£0	n/a	0
05/04/12	*	£4	£32	£-28	£0	£0	£0	n/a	0
05/04/11	*	£20	£21	£-1	£0	£0	£0	n/a	0
05/04/10	*	£5	£13	£-7	£0	£0	£0	n/a	0
05/04/09?	*	£1	£17	£-16	£0	£0	£0	n/a	0
05/04/06	*	£3	£19	£-16	£0	£0	£0	n/a	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 21 years

01617981660

Charity Commission for England and Wales

Listed activities

Education/Training
Religious Activities
The Prevention Or Relief Of Poverty

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Organisations

Where it operates

Bury, Salford City,

Who it helps

Children/Young People
Elderly/Old People
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 (3)

Gender Split

CINDY HALPERN Appointed: 2022

JOSHUA HALPERN, Other trusteeships: THE MOSHAL CHARITABLE TRUST, AVIR CHARITABLE TRUST, OIZER CHARITABLE TRUST, SHAAREI TORAH BUILDINGS LIMITED, SAMJO LIMITED,

SAMUEL HALPERN

Legal constitution

Charity registered in England & Wales on 04/04/2003, number: 1096845

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Risk management

Filing Record

15 returns made; AR22: 22 days late, AR16: 89 days late, AR15: 155 days late, AR14: 443 days late, AR13: 238 days late, AR12: 548 days late, AR11: 396 days late, AR10: 32 days late, AR09: 186 days late, AR06: 487 days late,

Main office

Haffner Hoff Llp
2ND Floor Parkgates
Bury New Road
Prestwich
MANCHESTER
M25 0TL

Objectives

1. ADVANCE EDUCATION IN THE JEWISH RELIGION2. RELIEVE POVERTY AMONGST THE JEWISH COMMUNITY3. FURTHER SUCH OTHER CHARITABLE PURPOSES AS THE TRUSTEES MAY FROM TIME TO TIME DETERMINE.

Defined Area of Benefit:

NOT DEFINED.

Data Sources