Finance Score: 0

Governance Score: -12

Support Score: 0

Liabilities <10%: +3
Excess reserves: -3
Strong growth: +2
Multiple Deficits: -2

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

No supporters identified

Overall GiG Score: -12

THE WINEBURG FOUNDATION

During the year, the company's principal activity was the provision and distribution of grants to charities.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
There has been strong growth in spending over the last 5 years

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return
There are only 3 trustees
The Board is completely male
The Board composition appears to be very static

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £2,992,534 available, equivalent to 33 months of spending and so may not be able to utilise additional funding
On several occasions in recent years income has been 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
31/03/23		£736	£1,097	£-361	£0	£2,993	£2,993	32.7	0
31/03/22		£874	£210	£664	£0	£3,354	£3,354	191.7	0
31/03/21		£191	£532	£-341	n/a	n/a	n/a	n/a	n/a
31/03/20		£532	£779	£-246	£0	£3,069	£3,069	47.3	0
31/03/19		£643	£343	£300	£0	£4,976	£4,976	173.8	0
31/03/18	*	£1,283	£343	£940	£0	£4,380	£4,380	153.3	0
31/03/17	*	£525	£443	£82	£0	£3,440	£3,440	93.1	0
31/03/16	*	£185	£293	£-108	£0	£0	£0	n/a	0
31/03/15		£3,500	£43	£3,457	£2	£3,466	£3,466	958.9	0
31/03/14		£0	£0	£0	n/a	n/a	n/a	n/a	n/a
31/03/13	*	£0	£0	£0	n/a	n/a	n/a	n/a	n/a
31/03/12		£0	£0	£0	n/a	n/a	n/a	n/a	n/a
31/03/11	*	£0	£0	£0	n/a	n/a	n/a	n/a	n/a
31/03/10		£0	£0	£0	n/a	n/a	n/a	n/a	n/a
31/03/09		£0	£0	£0	n/a	n/a	n/a	n/a	n/a
31/03/08		£0	£0	£0	n/a	n/a	n/a	n/a	n/a
31/03/07	*	£11	£2	£9	£0	£0	£0	n/a	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: 0%
Liabilities/Income: 1%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 32.7 months
Net Current Assets/Spending: 0 months
Quick Ratio: 10.1

Asset Split ?

Established: 18 years

02088029055

Charity Commission for England and Wales

Listed activities

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

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Throughout England And Wales,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People Of A Particular Ethnic Or Racial Origin
People With Disabilities

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (3)

Current Trustees appointed

Gender Split

Age Range of Trustees:

YSROEL ALEXANDER WINEBURG Appointed: 2004

ROBERT BERKOVITS (Chair) Appointed: 2004, Occupation: Company Director, Other trusteeships: BEROSA CHARITY LIMITED, FRIENDS OF TOLDOS AVROHOM YITZCHOK, THE MA'OS YESOMIM CHARITABLE TRUST,

SHALOM ERVIN BERKOVITS Appointed: 2004, Occupation: Company Director, Other trusteeships: BEROSA CHARITY LIMITED, TAGMARSH CHARITY LIMITED,

Legal constitution

Charity registered in England & Wales on 21/06/2006, number: 1114765

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
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
Investment
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

17 returns made; AR18: 1 days late, AR17: 2 days late, AR16: 2 days late, AR13: 85 days late, AR11: 2 days late, AR07: 1 days late,

Main office

Roeder House
Vale Road
LONDON
N4 1QE

Objectives

TO OR FOR THE CHARITABLE PURPOSES OF SUCH BODIES ASSOCIATIONS OR ORGANISATIONS AS SHALL AT THE DATE OF PAYMENT OR APPLICATION BE ESTABLISHED FOR CHARITABLE PURPOSES ONLY ACCORDING TO THE LAW OF ENGLAND AND WALES (SUCH BODIES ASSOCIATIONS OR ORGANISATIONS BEING HEREINAFTER DEFINED AS THE 'CHARITIES') AND WHOSE PRINCIPLE OBJECTS SHALL BE:-1. THE RELIEF OF POVERTY AND HARDSHIP OF MEMBERS OF THE JEWISH FAITH PARTICULARLY IN RELATION TO THE YOUNG AND THE ELDERLY;2. THE ADVANCEMENT OF THE JEWISH RELIGION THROUGH JEWISH EDUCATION;OR TO PAY OR APPLY THE SAME TO OR FOR THE CHARITABLE PURPOSES OF SUCH OTHER CHARITIES OR TO PAY OR APPLY THE SAME FOR SUCH OTHER OBJECTS AS SHALL BE CHARITABLE IN ACCORDANCE WITH THE LAW OF ENGLAND AND WALES AS THE TRUSTEES THINK FIT UPON SUCH CONDITIONS (IF ANY) AND IN SUCH MANNER IN ALL RESPECTS AS THE TRUSTEES IN THEIR ABSOLUTE DISCRETION THINK FIT.

Defined Area of Benefit:

NOT DEFINED. IN PRACTICE WORLDWIDE

Data Sources