Finance Score: -6

Governance Score: 2

Support Score: 0

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

No conflicts policy: -1
Gender balanced board: +3

No supporters identified

Overall GiG Score: -4

THE DORFMAN FOUNDATION

The trustees hold the Trust Capital and income generated from it to pay or apply towards or for the benefit of such charitable purposes or charitable institutions as the trustees , at their absolute discretion determine.

Analysis by Giving is Great

Positives:

The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy

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

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
05/04/23	*	£109	£517	£-409	n/a	n/a	n/a	n/a	n/a
05/04/22		£143	£1,184	£-1,042	n/a	n/a	n/a	n/a	n/a
05/04/21		£167	£1,426	£-1,259	n/a	n/a	n/a	n/a	n/a
05/04/20		£194	£2,340	£-2,146	n/a	n/a	n/a	n/a	n/a
05/04/19		£177	£2,460	£-2,282	n/a	n/a	n/a	n/a	n/a
05/04/18		£706	£1,213	£-507	£0	£10,102	£10,102	99.9	0
05/04/17	*	£100	£12,237	£-12,137	£0	£0	£0	n/a	0
05/04/16		£94	£2,022	£-1,928	£0	£0	£0	n/a	0
05/04/15	*	£27,559	£3,621	£23,938	£7	£24,477	£24,477	81.1	0
05/04/14	*	£2,874	£3,020	£-146	£7	£539	£539	2.1	0
05/04/13	*	£921	£2,938	£-2,017	£12	£686	£686	2.8	0
05/04/12	*	£100	£133	£-33	£0	£0	£0	n/a	0
05/04/11	*	£144	£2,102	£-1,958	£0	£0	£0	n/a	0
05/04/10	*	£133	£649	£-515	£0	£0	£0	n/a	0
05/04/09	*	£220	£157	£64	£0	£0	£0	n/a	0
05/04/08	*	£5,235	£112	£5,124	£2	£5,124	£5,124	550.4	0

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Highest pay bracket: less than £60,000

Established: 17 years

charity.correspondence@bdo.co.uk

+442077251221

Charity Commission for England and Wales

Listed activities

General Charitable Purposes

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Organisations

Where it operates

Throughout England And Wales,

Who it helps

Other Charities Or Voluntary Bodies
The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (7)

Gender Split

AMY ISABEL LUX

CHARLES SAMUEL DORFMAN

PETER LEACH

SARAH ANN DORFMAN

SOPHIE JEAN DORFMAN

SIR LLOYD DORFMAN CVO OBE

ANTHONY WAGERMAN, Other trusteeships: The Gerald and Gail Ronson Family Foundation, PARTNERSHIP FOR JEWISH SCHOOLS LIMITED,

Legal constitution

Charity registered in England & Wales on 30/08/2007, number: 1120714

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Financial reserves policy and procedures
Internal charity financial controls policy and procedures

Filing Record

16 returns made; AR23: 32 days late, AR17: 1 days late, AR15: 1 days late, AR14: 1 days late, AR13: 16 days late, AR12: 2 days late, AR11: 180 days late, AR10: 1 days late, AR09: 63 days late, AR08: 1 days late,

Main office

22 MANCHESTER SQUARE
LONDON
W1U 3PT

Objectives

1.2 THE OBJECTS OF THE TRUST ARE ALL OR ANY PURPOSES WHICH ARE CHARITABLE ACCORDING TO ENGLISH LAW AS THE TRUSTEES MAY FROM TIME TO TIME DECIDE. IT IS RECOGNISED THAT THE DEFINITION OF WHAT IS 'CHARITABLE' ACCORDING TO ENGLISH LAW CHANGES OVER TIME AND IT IS INTENDED THAT (WHILST NOTHING SHOULD BE DONE WHICH IS NOT EXCLUSIVELY CHARITABLE AT THE DATE THAT IT IS DONE) THE OBJECTS OF THE TRUST SHOULD CHANGE IN LINE WITH THE LAWS OF ENGLAND SO THAT IN THE FUTURE THINGS MAY BE DONE (WHEN THEY ARE CHARITABLE) WHICH ARE NOT CHARITABLE AT THE DATE OF THIS DEED.1.3 THE TRUSTEES SHALL PAY OR APPLY OR CAUSE TO BE PAID OR APPLIED AT SUCH TIME OR TIMES AND IN SUCH MANNER AS THE TRUSTEES SHALL IN THEIR DISCRETION THINK FIT THE INCOME AND IF AND IN SO FAR AS THE TRUSTEES SHALL THINK FIT THE CAPITAL OF THE TRUST IN PROMOTING THE OBJECTS.1.4 THE TRUSTEES MAY AT THEIR ABSOLUTE DISCRETION FOR THE PERIOD OF 21 YEARS FROM THE DATE OF THIS DEED INSTEAD OF APPLYING THE INCOME OF THE TRUST IN ANY YEAR ACCUMULATE ALL OR ANY PART OF SUCH INCOME BY INVESTING THE SAME AND THE RESULTING INCOME AND HOLD THE SAME AS PART OF THE CAPITAL OF THE TRUST WITHOUT PREJUDICE TO THEIR RIGHT TO APPLY THE WHOLE OR ANY PART OF SUCH ACCUMULATED INCOME IN ANY SUBSEQUENT YEAR AS IF THE SAME WERE INCOME OF THE TRUST ARISING IN THE THEN CURRENT YEAR.

Defined Area of Benefit:

WORLDWIDE

Data Sources