Finance Score: -2

Governance Score: -5

Support Score: 0

Low unrestricted reserves: -2

Only 3 Trustees: -2
All male board: -3

No supporters identified

Overall GiG Score: -7

YAD SHLOMO TRUST

THE CHARITY RUNS A VOUCHER SYSTEM ALLOWING DONORS TO MAKE GRANTS IN A TAX EFFICIENT MANNER.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

There are only 3 trustees
The Board is completely male

Financial issues to consider:

Unrestricted reserves appear to be dangerously low at the latest year end

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
31/01/23		£1,781	£1,660	£122	£0	£524	£35	0.3
31/01/22		£1,638	£1,551	£87	£0	£402	£51	0.4
31/01/21		£1,485	£1,443	£41	£0	£316	£21	0.2
31/01/20		£1,591	£1,580	£11	£0	£274	£42	0.3
31/01/19		£1,496	£1,478	£18	£0	£263	£57	0.5
31/01/18		£1,532	£1,507	£25	£0	£246	£0	0
31/01/17		£1,555	£1,456	£99	£0	£220	£7	0.1
31/01/16?		£1,285	£1,254	£31	£0	£121	£9	0.1
31/03/15?		£1,184	£1,156	£28	£4	£90	£2	0
31/01/14?	*	£837	£867	£-30	£4	£62	£22	0.3
31/03/13		£945	£895	£50	£4	£93	£18	0.2
31/03/12		£905	£932	£-27	£2	£43	£1	0
31/03/11		£758	£745	£14	£2	£70	£52	0.8
31/03/10		£711	£699	£12	£9	£57	£2	0
31/03/09		£379	£334	£45	£0	£0	£0	n/a

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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: 1%
Liabilities/Income: 0%
Unrestricted Funds/Total Funds: 7%
Reserves/Spending: 0.3 months
Net Current Assets/Spending: 4 months
Quick Ratio: 59.1

Asset Split ?

Established: 16 years

02088005860

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

Israel, Throughout England,

Who it helps

Other Charities Or Voluntary Bodies
Other Defined Groups
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 (3)

Gender Split

BENJAMIN KATZ

BENJAMIN STERN, Other trusteeships: HATZOLA TRUST, SCHIFFSHUL LTD, TALMUD TORAH BEIS SHLOMO LIMITED, THE UNION OF ORTHODOX HEBREW CONGREGATIONS, HATZOLA TRUST LIMITED,

MR F GETTER, Other trusteeships: OTSER GEMILLUS CHASODIM, BAIS RIZHIN TRUST, THE CHEDER LIMITED,

Legal constitution

Charity registered in England & Wales on 17/12/2007, number: 1122011

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Safeguarding policy and procedures
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures

Filing Record

15 returns made; AR14: 59 days late,

Main office

86 AMHURST PARK
LONDON
N16 5AR

Objectives

(I) THE ADVANCEMENT OF THE ORTHODOX JEWISH FAITH.(II) THE ADVANCEMENT OF THE ORTHODOX JEWISH RELIGIOUS EDUCATION(III) THE RELIEF OF OF POVERTY SICKNESS AND INFIRMITY AMONGST MEMBERS OF THE JEWISH FAITH AND(IV) SUCH OTHER PURPOSES AS ARE CHARITABLE ACCORDING TO ENGLISH LAW

Defined Area of Benefit:

IN PRACTICE WORLDWIDE

Data Sources