Finance Score: -5

Governance Score: 9

Support Score: 0

Multiple Deficits and declines: -5
No PartB

Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 4

THE MONTEFIORE ENDOWMENT

Maintenance the property of the Charirty;Promoting the advanced study of Judaism;Training of scholars to be teachers, Ministers and Rabbis;Make grants to other institutions for further education

Analysis by Giving is Great

Positives:

The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
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	Volun- teers
31/10/22		£93	£589	£-496	n/a	n/a	n/a	n/a	n/a	2
31/10/21		£86	£640	£-554	n/a	n/a	n/a	n/a	n/a	2
31/10/20		£105	£527	£-422	n/a	n/a	n/a	n/a	n/a	3
31/10/19		£117	£532	£-414	n/a	n/a	n/a	n/a	n/a	12
31/10/18		£142	£568	£-425	£0	£0	£0	n/a	0	7
31/10/17		£114	£557	£-443	£0	£0	£0	n/a	0	0
31/10/16		£133	£462	£-329	£0	£0	£0	n/a	0	0
31/10/15		£121	£479	£-358	£0	£0	£0	n/a	0	0
31/10/14		£132	£465	£-332	£0	£0	£0	n/a	0	0
31/10/13	*	£142	£400	£-258	£0	£0	£0	n/a	0	0
31/10/12		£139	£428	£-289	£0	£0	£0	n/a	0	0
31/10/11		£161	£301	£-140	£0	£0	£0	n/a	0	0
31/10/10		£143	£332	£-189	£0	£0	£0	n/a	0	0
31/10/09		£168	£347	£-179	£0	£0	£0	n/a	0	0
31/10/08		£316	£275	£41	£0	£0	£0	n/a	0	0
19/11/07?		£0	£0	£0	n/a	n/a	n/a	n/a	n/a	0
31/10/06		£0	£0	£0	n/a	n/a	n/a	n/a	n/a	0

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Highest pay bracket: less than £60,000

Established: 18 years

www.montefioreendowment.org.uk

administrator@montefioreendowment.org.uk

02036375530

Charity Commission for England and Wales

Listed activities

Education/Training
Religious Activities

GiG Classification

Jewish religious associations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Sponsors or undertakes research

Where it operates

Israel, Manchester City, Throughout London,

Who it helps

People Of A Particular Ethnic Or Racial Origin

Who works here?

Unknown number of employees
2 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Age Range of Trustees: 34-92

DANIEL KESSLER Appointed: 2022, Occupation: Lawyer

RUTH JACQUELINE BASRAWY JP Appointed: 2024

ALAN BEKHOR Appointed: 2013, Occupation: Trader

CHARLOTTE HANNAH GREEN Appointed: 2018, Occupation: Retired

ISAAC LEVY Appointed: 2013, Occupation: Banking, Other trusteeships: THE HESHAIM OR THEOLOGICAL COLLEGE, NAIMA JPS, THE LONDON BOARD FOR SHECHITA,

LUCIEN GUBBAY (Chair) Appointed: 2008, Occupation: Retired, Other trusteeships: THE SIR MOSES MONTEFIORE HOLY LAND TRUST, SIR MOSES MONTEFIORE FOR COALS AND BLANKETS,

PAMELA SINYOR Appointed: 2008, Occupation: Solicitor

RICK SOPHER Appointed: 2008, Occupation: Director

DANIEL RICHARD MURAD SOPHER Appointed: 2022, Occupation: Accountant, Other trusteeships: FILMS WITHOUT BORDERS, SCREEN ACADEMY FOUNDATION,

Legal constitution

Charitable company registered in England & Wales on 20/02/2006, number: 1113038
Registered at Companies House on 26/10/2005, number: 05604295

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

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

Filing Record

17 returns made; AR13: 16 days late,

Main office

The Montefiore Endowment
Schaller House
44A Albert Road
London
NW4 2SJ

Objectives

1.THE MAINTENANCE AND SUPPORT OF THE SYNAGOGUE AND THE MAINTENANCE OF THE MAUSOLEUM AND CEMETERY BELONGING TO THE CHARITY; 2. THE ADVANCEMENT OF THE EDUCATION OF THE PUBLIC BY THE MAINTENANCE AND PROMOTION FOR THE PUBLIC BENEFIT OF THE MOVEABLE PROPERTY OF THE CHARITY INCLUDING SCROLLS OF THE LAW, BELLS, CLOAKS, SILVER PLATE, BOOKS, MANUSCRIPTS AND PICTURES IN SUCH WAYS AS THE DIRECTORS OF THE CHARITY THINK FIT INCLUDING:A. THE DIGITISATION, TRANSLATION AND PUBLICATION OF BOOKS AND MANUSCRIPTS.B. THE DISPLAY OF ARTEFACTS3.THE PROMOTION OF THE ADVANCED STUDY OF THE HOLY LAW AS REVEALED ON SINAI AND EXPOUNDED BY THE REVERED SAGES OF THE MISHNA AND TALMUD IN ONE OR MORE OF THE FOLLOWING WAYS;- A.IN THE TRAINING AND MAINTENANCE DURING TRAINING OF ORTHODOX JEWISH TEACHERS, MINISTERS AND RABBIS BY AWARDING SCHOLARSHIPS OF SUCH VALUE AND TENABLE AT SUCH INSTITUTIONS OF FURTHER EDUCATION AS THE DIRECTORS OF THE CHARITY SHALL THINK FIT; B. BY MAKING GRANTS TO ANY INSTITUTION OF FURTHER EDUCATION WHICH PROVIDES SUCH EDUCATION AND IS ESTABLISHED FOR CHARITABLE PURPOSES; C.IN SUCH OTHER WAYS AS THE DIRECTORS OF THE CHARITY THINK FIT.4. THE ADVANCEMENT FOR THE PUBLIC BENEFIT OF THE EDUCATION OF YOUNG ADULTS AND LAY READERS IN THE ORTHODOX JEWISH COMMUNITY IN SUCH WAYS AS THE DIRECTORS OF THE CHARITY THINK FIT, INCLUDING:A. THE PROMOTION OF THE STUDY OF THE HOLY LAW AS REVEALED ON SINAI AND EXPOUNDED BY THE REVERED SAGES OF THE MISHNA AND TALMUD AND ITS APPLICATION TO CONTEMPORARY LIFE;B. THE PROVISION OF LEADERSHIP TRAINING.5. THE PROMOTION OF RELIGIOUS HARMONY FOR THE BENEFIT OF THE PUBLIC BY:A. PROMOTING MUTUAL RESPECT AND UNDERSTANDING BETWEEN THOSE OF DIFFERENT FAITHS AND BELIEFS;B. TEACHING THE BENEFIT OF TOLERANCE, MUTUAL UNDERSTANDING, SOCIAL HARMONY AND INTEGRATION, IN ACCORDANCE WITH THE TEACHINGS OF THE HOLY LAW AS EXPOUNDED BY THE REVERED SAGES OF THE MISHNA AND TALMUD AND AS DEMONSTRATED IN THE LIFE OF SIR MOSES MONTEFIORE.

Defined Area of Benefit:

NOT DEFINED

Data Sources