Finance Score: -5

Governance Score: 2

Support Score: 3

Accounts overdue -5
Multiple Deficits and declines: -5
Future income +5
No PartB

No conflicts policy: -1
Gender balanced board: +3

Grant maker support: +3

Overall GiG Score: 0

THE Y & B CHARITABLE TRUST

To advance education in the Jewish faithFor the relief of povertyTo promote research in the Jewish faith and in particular religious Torah education

Analysis by Giving is Great

Positives:

The charity has received modest backing from a grant maker and there are significant future grants due to be received

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy

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
Income has been volatile and on several occasions in recent years less than spending

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		£24	£28	£-3	n/a	n/a	n/a	n/a	n/a
05/04/21		£71	£61	£10	n/a	n/a	n/a	n/a	n/a
05/04/20		£24	£34	£-10	n/a	n/a	n/a	n/a	n/a
05/04/19		£39	£44	£-5	n/a	n/a	n/a	n/a	n/a
05/04/18		£79	£79	£0	£0	£0	£0	n/a	0
05/04/17		£68	£70	£-2	£0	£0	£0	n/a	0
05/04/16	*	£85	£85	£0	£0	£0	£0	n/a	0
05/04/15	*	£47	£50	£-3	£0	£0	£0	n/a	0
05/04/14	*	£76	£60	£16	£0	£0	£0	n/a	0
05/04/13	*	£49	£33	£16	£0	£0	£0	n/a	0
05/04/12	*	£48	£76	£-28	£0	£0	£0	n/a	0
05/04/11	*	£82	£86	£-4	£0	£0	£0	n/a	0
05/04/10	*	£103	£110	£-7	£0	£0	£0	n/a	0
05/04/09	*	£71	£107	£-36	£0	£0	£0	n/a	0
05/04/08?		£41	£96	£-56	£0	£0	£0	n/a	0
05/04/06	*	£232	£86	£145	£0	£0	£0	n/a	0
05/04/05	*	£174	£36	£137	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 20 years

01617723333

Charity Commission for England and Wales

Listed activities

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

GiG Classification

Jewish religious associations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Throughout England And Wales,

Who it helps

Other Charities Or Voluntary Bodies
People Of A Particular Ethnic Or Racial Origin

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
National Lottery Community Fund - Family connection
£10,000	10/06/2022	The funding will be used to deliver a series of workshops including life skills and relationships for young Orthodox Jewish members of the community and relationship development sessions for parents ....more The funding will be used to deliver a series of workshops including life skills and relationships for young Orthodox Jewish members of the community and relationship development sessions for parents along with family activities such as crafts and fun events. Participants will gain confidence in their development through learning and play with the aim of reducing anxiety and poor mental health and promoting family togetherness.
DCMS - Coronavirus Community Support Fund
£10,000	09/10/2020	"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."

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (3)

Current Trustees appointed

Gender Split

ANTHONY ISSLER Appointed: 2012

BERNICE ISSLER

CHAIM MORDECHAI SANDLER Appointed: 2020, Other trusteeship: BLI SHEM LTD,

Legal constitution

Charity registered in England & Wales on 29/01/2004, number: 1101816

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

17 returns made; AR16: 35 days late, AR15: 6 days late, AR14: 55 days late, AR13: 29 days late, AR12: 154 days late, AR11: 48 days late, AR10: 26 days late, AR09: 144 days late, AR06: 547 days late, AR05: 914 days late,

Main office

8 DORCHESTER AVENUE
PRESTWICH
MANCHESTER
M25 0LH

Objectives

THE ADVANCEMENT OF THE JEWISH RELIGION THROUGH JEWISH EDUCATION;THE RELIEF OF POVERTY AND HARDSHIP OF MEMBERS OF THE JEWISH FAITH;

Defined Area of Benefit:

NOT DEFINED.

Data Sources