Finance Score: -3

Governance Score: 3

Support Score: 0

Excess reserves: -3

Good trustee age range: +3

No supporters identified

Overall GiG Score: 0

FINCHLEY JEWISH PRIMARY SCHOOL TRUST

The principal activity of the charity to further its charitable objects is to support Sacks Morasha Jewish Primary School, a voluntary aided state primary school in Finchley, North London. The charity provides the school with the use of a building and other facilities, as well as financial and such other assistance as the Trustees from time to time consider appropriate.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of age

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £2,857,393 available, equivalent to 31 months of spending and so may not be able to utilise additional funding
There has been a change of accounting period recently, so trends may be hard to determine

Financial Data ?

Income & Spending ?

N.B. data has been adjusted to reflect year end change

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
31/08/22?	£1,229	£1,101	£129	£0	£3,258	£2,857	31.2	0	0
31/03/21	£716	£531	£184	£0	£3,130	£3,017	68.1	0	0
31/03/20	£799	£704	£95	£0	£2,945	£2,832	48.3	0	8
31/03/19	£855	£716	£139	£0	£2,851	£2,757	46.2	20	0
31/03/18	£871	£724	£147	£18	£2,711	£2,655	44	26	13
31/03/17	£883	£666	£217	£27	£2,564	£2,533	45.6	10	0
31/03/16	£945	£554	£391	£25	£2,347	£2,347	50.8	10	0
31/03/15	£732	£557	£175	£74	£1,956	£127	2.7	0	0
31/03/14	£1,132	£446	£686	£69	£1,781	£136	3.7	6	0
31/03/13	£1,358	£776	£582	£33	£1,095	£-30	-0.5	16	0
31/03/12?	£902	£416	£486	£28	£514	£-4	-0.1	12	0
31/08/11	£456	£544	£-88	£0	£0	£0	n/a	0	0
31/08/10	£320	£310	£10	£0	£0	£0	n/a	0	0
31/08/09	£204	£229	£-25	£0	£0	£0	n/a	0	0
31/08/08	£161	£30	£131	£0	£0	£0	n/a	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: 21%
Liabilities/Income: 99%
Unrestricted Funds/Total Funds: 88%
Reserves/Spending: 31.2 months
Net Current Assets/Spending: 3 months
Quick Ratio: 1.4

Asset Split ?

Established: 16 years

rbgershon@gmail.com

07970482880

Charity Commission for England and Wales

Listed activities

Education/Training
Religious Activities

GiG Classification

Primary schools

How it operates

Provides buildings/facilities/open space
Provides other finance

Where it operates

Barnet,

Who it helps

Children/Young People
Other Charities Or Voluntary Bodies
People Of A Particular Ethnic Or Racial Origin

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Age Range of Trustees: 46-75

PENNY SIMMONS Appointed: 2021

ADAM JOSEPH PHILLIPS Appointed: 2007, Occupation: Director Special Events Planne

DARREN LEWIS Appointed: 2017, Occupation: Company Director

IAN HOWARD KAMIEL, Occupation: Projects Director

MICHAEL LEVI WEINSTEIN Appointed: 2012, Occupation: Company Director, Other trusteeships: THE NEW GARDEN LODGE BENEVOLENT FUND, THE LINDA AND MICHAEL WEINSTEIN CHARITABLE TRUST, THE JOY AND MALCOLM LYONS FOUNDATION, FRIENDS OF BNEI AKIVA (BACHAD),

DR GILLIAN ELAINE MARKS Appointed: 2012, Occupation: Doctor, Other trusteeship: THE MUTLEY FOUNDATION,

ROBERT BRADLEY GERSHON Appointed: 2007, Occupation: Chartered Accountant, Other trusteeship: JFS DEVELOPMENT CHARITABLE TRUST,

Legal constitution

Charitable company registered in England & Wales on 12/12/2007, number: 1121959
Registered at Companies House on 20/07/2007, number: 06319377

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Paying staff
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

15 returns made; all on time

Main office

31 Stanhope Road
London
N12 9DX

Objectives

4. OBJECTSTHE OBJECTS OF THE CHARITY ARE AS FOLLOWS:4.1 TO ADVANCE THE EDUCATION OF CHILDREN IN PARTICULAR, BUT NOT EXCLUSIVELY BY ESTABLISHING A SCHOOL UNDER THE RELIGIOUS DIRECTION OF THE CHIEF RABBI; AND 4.2 TO ADVANCE THE JEWISH RELIGION, TO RELIEVE POVERTY OR FOR ANY OTHER CHARITABLE PURPOSE BENEFICIAL TO THE COMMUNITY BY THE PROVISION OF FACILITIES OR OTHERWISE AS THE TRUSTEES SHALL FROM TIME TO TIME DETERMINE.

Defined Area of Benefit:

NOT DEFINED.

Data Sources