Finance Score: -4

Governance Score: 2

Support Score: 0

Poor Liquidity: -1
Spending falling: -1
Multiple Deficits and declines: -5
Fundraising costs low: +3

Only 4 Trustees: -1
Good trustee age range: +3

No supporters identified

Overall GiG Score: -2

YAD ELIEZER TRUST

Receiving donations and applying for the relief of poverty

Analysis by Giving is Great

Positives:

Fundraising costs are unusually low relative to funds raised

Regulatory & Governance issues to consider:

There are only 4 trustees

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 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
31/01/23		£809	£925	£-116	£13	£68	£68	0.9	0	0
31/01/22		£1,354	£1,377	£-23	£11	£183	£183	1.6	1	1
31/01/21		£2,444	£2,277	£167	£14	£207	£207	1.1	1	1
31/01/20		£1,211	£1,256	£-45	£16	£40	£40	0.4	0	0
31/01/19		£1,692	£1,846	£-154	£17	£85	£85	0.6	0	1
31/01/18		£1,933	£1,784	£149	£5	£239	£239	1.6	0	0
31/01/17		£909	£975	£-66	£9	£90	£90	1.1	0	0
31/01/16		£1,274	£1,193	£81	£11	£156	£156	1.6	0	0
31/01/15		£700	£680	£20	£0	£75	£75	1.3	0	0
31/01/14		£323	£450	£-127	£0	£0	£0	n/a	0	0
31/01/13		£419	£341	£77	£0	£0	£0	n/a	0	0
31/01/12		£408	£360	£48	£0	£0	£0	n/a	0	0
31/01/11		£270	£262	£8	£0	£0	£0	n/a	0	0
31/01/10		£254	£394	£-140	£0	£0	£0	n/a	0	0
31/01/09		£459	£317	£142	£0	£0	£0	n/a	0	0
31/01/08	*	£291	£358	£-67	£0	£0	£0	n/a	0	0
31/01/07	*	£77	£0	£77	£0	£0	£0	NAN	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 1.6%
Fundraising Costs/Total Spending: 1.4%
Highest pay band: Less than £60,000
Liabilities/Assets: 3%
Liabilities/Income: 0%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 0.9 months
Net Current Assets/Spending: 1 months
Quick Ratio: 29.2

Asset Split ?

Established: 18 years

07710 523 919

Charity Commission for England and Wales

Listed activities

General Charitable Purposes
Religious Activities
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Organisations

Where it operates

Israel, Throughout London,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People Of A Particular Ethnic Or Racial Origin
The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (4)

Current Trustees appointed

Age Range of Trustees: 46-66

ZVI MENACHEM MENDL AVERBUCH Appointed: 2006, Occupation: Social Worker

PINCHAS BENEDIKT Appointed: 2006, Occupation: Youth Worker, Other trusteeships: TOMCHEI YOTZEI ANGLIA, KEREN HACHESED TRUST, THE CHICKEN SOUP SHELTER, GABAI TZEDOKOH LIMITED, TZEDOKAH VCHESED, NORTH LONDON COST SHOP, MEIRIM ILLUMINATING LTD,

BENJAMIN CHONTOW Appointed: 2006, Occupation: Property Agent, Other trusteeships: THE FRIENDS OF BNEI TORAH MOVEMENT TRUST, THE FRIENDS OF NEVE YERUSHALAYIM SEMINARY TRUST, UK FRIENDS OF KEREN TZLACH, FRIENDS OF B'EZRI,

DAVID HALIBARD Appointed: 2020, Occupation: Property Manager, Other trusteeship: FRIENDS OF B'EZRI,

Legal constitution

Charitable company registered in England & Wales on 19/07/2006, number: 1115426
Registered at Companies House on 25/01/2006, number: 05686881

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

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; AR08: 3 days late, AR07: 333 days late,

Main office

5 NORTH END ROAD
LONDON
NW11 7RJ

Objectives

1) THE RELIEF OF POVERTY AMONGST THE ELDERLY OR PERSONS IN CONDITIONS OF NEED, HARDSHIP AND DISTRESS WITHIN THE JEWISH COMMUNITY.2) THE ADVANCEMENT OF THE ORTHODOX JEWISH RELIGION.3) THE ADVANCEMENT OF EDUCATION ACCORDING TO THE TENETS OF THE ORTHODOX JEWISH RELIGION.4) TO PROMOTE ANY CHARITABLE PURPOSE FOR THE BENEFIT OF THE JEWISH COMMUNITY.

Defined Area of Benefit:

NOT DEFINED IN PRACTICE NATIONAL AND OVERSEAS

Data Sources