Finance Score: -6

Governance Score: -4

Support Score: 0

Spending falling: -1
Multiple Deficits and declines: -5
No PartB

Only 4 Trustees: -1
Static board: -3

No supporters identified

Overall GiG Score: -10

THE D M CHARITABLE TRUST

Makes grants to charitable organisation that offer relief of poverty and sickness and/or advance education of the Orthodox Jewish Religion.

Analysis by Giving is Great

Regulatory & Governance issues to consider:

There are only 4 trustees
The Board composition appears to be rather static

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Spending has fallen significantly over the last 5 years relative to the previous period
Income has been volatile and on several occasions in recent years less than spending

Established: 19 years

02084573258

Charity Commission for England and Wales

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
30/06/23		£2	£212	£-210	n/a	n/a	n/a	n/a	n/a
30/06/22		£82	£195	£-113	n/a	n/a	n/a	n/a	n/a
30/06/21		£1	£262	£-260	n/a	n/a	n/a	n/a	n/a
30/06/20		£34	£491	£-457	n/a	n/a	n/a	n/a	n/a
30/06/19		£57	£1,041	£-984	n/a	n/a	n/a	n/a	n/a
30/06/18		£0	£1,683	£-1,683	£0	£0	£0	n/a	0
30/06/17		£112	£223	£-111	£0	£0	£0	n/a	0
30/06/16		£729	£271	£458	£0	£4,343	£4,343	192.5	0
30/06/15		£255	£744	£-490	£0	£0	£0	n/a	0
30/06/14		£264	£576	£-312	£0	£0	£0	n/a	0
30/06/13		£187	£1,629	£-1,441	£0	£0	£0	n/a	0
30/06/12		£958	£1,353	£-395	£-116	£6,128	£6,128	54.4	0
30/06/11	*	£2,627	£1,868	£759	£309	£6,379	£6,379	41	0
30/06/10		£6,648	£1,441	£5,207	£-520	£5,906	£5,906	49.2	0
30/06/09		£1,536	£2,292	£-757	£-148	£698	£698	3.7	0
30/06/08	*	£1,886	£2,359	£-473	£-28	£1,455	£1,455	7.4	0
30/06/07		£2,744	£1,697	£1,047	£50	£1,928	£1,928	13.6	0
30/06/06	*	£1,170	£289	£881	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Listed activities

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

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Israel, Throughout England,

Who it helps

Other Charities Or Voluntary Bodies
Other Defined Groups

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (4)

Current Trustees appointed

Gender Split

DAVID HENRY JACOB COHEN Appointed: 2005, Other trusteeship: THE DAVID COHEN CHARITABLE TRUST 1982,

DEBORAH LEA DREYFUSS Appointed: 2017

PATRICE BERNARD KLEIN Appointed: 2005

STEPHEN JONATHAN GOLDBERG (Chair) Appointed: 2005, Occupation: Solicitor, Other trusteeships: SYLVELLA CHARITY LIMITED, SERVICE TO THE AGED, RABBI YISROEL YEHUDAH PERITZ CHARITABLE TRUST, MOISHE AND ESTHER ITZINGER FOUNDATION LIMITED, THE DOMBEY-PULGRAM CHARITABLE LEGACY, FRIENDS OF SAGE LIMITED,

Legal constitution

Charity registered in England & Wales on 13/07/2005, number: 1110419

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

18 returns made; AR11: 179 days late, AR08: 132 days late, AR06: 45 days late,

Main office

THE D M CHARITABLE TRUST
SUTHERLAND HOUSE
70-78 WEST HENDON BROADWAY
LONDON
NW9 7BT

Objectives

3.1 THE OBJECTS OF THE CHARITY SHALL BE(I) THE ADVANCEMENT OF THE ORTHODOX JEWISH RELIGION IN ACCORDANCE WITH THE DETERMINATION FROM TIME TO TIME OF THE COURT (BETH DIN) OF THE CHIEF RABBI(II) THE ADVANCEMENT OF EDUCATION BOTH RELIGIOUS AND SECULAR, AND(III) THE RELIEF OF THE POOR SICK FEEBLE AND FRAIL3.2 THE TRUSTEES SHALL HOLD THE CAPITAL AND INCOME OF THE TRUST FUND UPON TRUST TO APPLY THE INCOME AND ALL OR SUCH PART OR PARTS OF THE CAPITAL AT SUCH TIME OR TIMES AND IN SUCH MANNER AS THE TRUSTEES MAY IN THEIR ABSOLUTE DISCRETION THINK FIT FOR OR TOWARDS SUCH OF THE OBJECTS OF THE CHARITY AS THE TRUSTEES MAY FROM TIME TO TIME AT THEIR ABSOLUTE DISCRETION DETERMINE.

Defined Area of Benefit:

NOT DEFINED. IN PRACTICE WORLDWIDE.

Data Sources