Finance Score: -5

Governance Score: -9

Support Score: 0

Poor Liquidity: -1
Spending falling: -1
Volatile income: -3

Only 3 Trustees: -2
Narrow trustee age band: -2
Very static board: -5

No supporters identified

Overall GiG Score: -14

BELZ FOUNDATION LTD

general charitable purposes in particular the relief of poverty within the Jewish community, advancement of the orthodox Jewish religion and of education, both within the UK and overseas. Also, the relief of poverty hardship and distress and the preservation and protection of good health, in particular among persons suffering as a result of disability or need.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

There are only 3 trustees
The Board composition appears to be very static and has little diversity in terms of age

Financial issues to consider:

Liquidity appears to have been slender at the latest year end
Spending has fallen significantly over the last 5 years relative to the previous period
Income has been volatile recently

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		£818	£822	£-4	£0	£4	£4	0.1
31/03/22		£1,186	£1,181	£5	£0	£9	£9	0.1
31/03/21	*	£1,371	£1,399	£-28	£0	£4	£4	0
31/03/20		£1,512	£1,543	£-31	£0	£32	£32	0.2
31/03/19		£1,667	£1,697	£-30	£0	£63	£63	0.4
31/03/18	*	£1,627	£1,556	£71	£0	£93	£93	0.7
31/03/17	*	£1,541	£1,535	£6	£0	£22	£10	0.1
31/03/16	*	£30	£17	£12	£0	£0	£0	n/a
31/03/15		£7	£3	£4	£0	£0	£0	n/a
31/03/14		£1	£3	£-1	£0	£0	£0	n/a
31/03/13		£15	£4	£11	£0	£0	£0	n/a
31/03/12		£94	£105	£-11	£0	£0	£0	n/a
31/03/11		£51	£46	£5	£0	£0	£0	n/a
31/03/10		£317	£313	£4	£0	£0	£0	n/a
31/03/09		£52	£59	£-8	£0	£0	£0	n/a
31/03/08	*	£19	£19	£0	£0	£0	£0	n/a
31/03/07	*	£507	£509	£-1	£1	£0	£0	-0

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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: 98%
Liabilities/Income: 29%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 0.1 months
Net Current Assets/Spending: 1 months
Quick Ratio: 0.1

Asset Split ?

Established: 18 years

02088006599

Charity Commission for England and Wales

Listed activities

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

GiG Classification

Other individual and family services

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Hackney, Israel,

Who it helps

People Of A Particular Ethnic Or Racial Origin
The General Public/Mankind

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 - Always S.A.F.E. - (Safe And Friendly Environment)
£10,000	24/06/2015 12	An anti-bullying skills training programme for children and young people including training for volunteers and youth leaders. This will empower youth leaders and volunteers to empathise and support ....more An anti-bullying skills training programme for children and young people including training for volunteers and youth leaders. This will empower youth leaders and volunteers to empathise and support victims of bullying to help develop children and young peopleâ€™s self esteem, personal resilience and understanding of the issues around bullying.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (3)

Current Trustees appointed

Age Range of Trustees: 47-59

AHRON KLEIN Appointed: 2014, Occupation: Teacher, Other trusteeships: YEDIDIM ASSOCIATION LTD, CLAPTON COMMON BOYS CLUB, CHILDREN AHEAD LTD, THE UNION OF ORTHODOX HEBREW CONGREGATIONS,

SCHLOIME RAND Appointed: 2011, Occupation: Company Director, Other trusteeships: COSMON (BELZ) LIMITED, BOURNEHEIGHTS LIMITED, RANBELL LTD, CLAPTON COMMON BOYS CLUB, THE UNION OF ORTHODOX HEBREW CONGREGATIONS,

YITZCHOK MENACHEM STERNLICHT Appointed: 2005, Occupation: Teacher, Other trusteeship: COSMON (BELZ) LIMITED,

Legal constitution

Charitable company registered in England & Wales on 18/11/2005, number: 1112150
Registered at Companies House on 13/04/2005, number: 05423453

Gift Aid

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
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Risk management
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

17 returns made; AR21: 1 days late, AR18: 1 days late, AR17: 144 days late, AR16: 1 days late, AR08: 12 days late, AR07: 252 days late,

Main office

1 Belz Terrace
LONDON
E5 9SN

Objectives

(I) THE RELIEF OF POVERTY AMONGST THE ELDERLY OR PERSONS IN CONDITIONS OF NEED, HARDSHIP AND DISTRESS WITHIN THE JEWISH COMMUNITY AND OTHER COMMUNITIES (II) THE ADVANCEMENT OF THE ORTHODOX JEWISH RELIGION(III) THE ADVANCEMENT OF EDUCATION, BOTH WITHIN THE UK AND OVERSEAS (THE AREA OF BENEFIT), BY THE PROVISION OF SUCH FINANCIAL ASSISTANCE TO SCHOOLS, COLLEGES AND OTHER EDUCATIONAL INSTITUTIONS AS THE TRUSTEES SHALL FROM TIME TO TIME DETERMINE.(IV) THE RELIEF OF POVERTY HARDSHIP AND DISTRESS AND THE PRESERVATION AND PROTECTION OF GOOD HEALTH, IN PARTICULAR AMONG PERSONS SUFFERING AS A RESULT OF DISABILITY OR NEED, BY THE PROVISION OF RESPITE HOLIDAYS OR SUCH OTHER MEANS AS THE TRUSTEES SHALL FROM TIME TO TIME DETERMINE.

Defined Area of Benefit:

UK AND OVERSEAS

Data Sources