Finance Score: -6

Governance Score: -1

Support Score: 0

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

No conflicts policy: -1
2 Trustees: -2
Gender balanced board: +3

No supporters identified

Overall GiG Score: -7

HABER CHARITABLE TRUST

Specific capital projects with detailed proposals and analysis

Analysis by Giving is Great

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
There are only 2 trustees

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
There has been a change of accounting period recently, so trends may be hard to determine
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 ?

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
31/03/23?	£60	£58	£2	n/a	n/a	n/a	n/a	n/a
22/11/21	£103	£117	£-14	n/a	n/a	n/a	n/a	n/a
22/11/20	£73	£77	£-5	n/a	n/a	n/a	n/a	n/a
22/11/19	£35	£91	£-56	n/a	n/a	n/a	n/a	n/a
22/11/18	£63	£84	£-21	£0	£0	£0	n/a	0
22/11/17	£255	£247	£8	£0	£0	£0	n/a	0
22/11/16	£204	£241	£-36	£0	£0	£0	n/a	0
22/11/15	£107	£361	£-254	£0	£0	£0	n/a	0
22/11/14	£402	£387	£15	£0	£0	£0	n/a	0
22/11/13	£416	£292	£124	£0	£0	£0	n/a	0
22/11/12	£483	£399	£84	£0	£0	£0	n/a	0
22/11/11	£307	£235	£72	£0	£0	£0	n/a	0
22/11/10	£1	£320	£-320	£0	£0	£0	n/a	0
22/11/09	£399	£187	£212	£0	£0	£0	n/a	0
22/11/08	£327	£130	£197	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 16 years

02089542403

Charity Commission for England and Wales

Listed activities

Economic/Community Development/Employment
Other Charitable Purposes
Overseas Aid/Famine Relief

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Organisations

Where it operates

Ethiopia, Throughout London,

Who it helps

The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (2)

Gender Split

CAROLINE TESSA PORTNOI

LEE RICHARD JOSEPH PORTNOI, Other trusteeship: THE GESHER TRUST,

Legal constitution

Charity registered in England & Wales on 11/01/2008, number: 1122274

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

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

Filing Record

15 returns made; all on time

Main office

HERIOTS
THE COMMON
STANMORE
HA7 3HG

Objectives

3. OBJECTS3.1 THE TRUSTEES SHALL HOLD THE CAPITAL AND INCOME OF THE TRUST FUND UPON TRUST T APPLY THE INCOME, AND ALL OR SUCH PART OR PARTS OF THE CAPITAL, AT SUCH TIME OR TIMES AND IN SUCH MANNER TO, OR FOR THE BENEFIT OF, SUCH EXCLUSIVELY CHARITABLE OBJECTS AND PURPOSES IN ANY PART OF THE WORLD AS THE TRUSTEES MAY IN THEIR DISCRETION THINK FIT.3.2 THE TRUSTEES MAY IN THEIR DISCRETION, INSTEAD OF APPLYING THE INCOME OF THE CHARITY IN ANY YEAR, ACCUMULATE ALL OR ANY PART OF SUCH INCOME BY INVESTING THE SAME, AND THE RESULTING INCOME, IN ANY INVESTMENTS AUTHORISED BY THIS DEED OR BY LAW AS AN ACCRETION TO AND AS PART OF THE CAPITAL OF THE CHARITY, 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 CHARITY ARISING IN THE THEN CURRENT YEAR...

Defined Area of Benefit:

IN ANY PART OF THE WORLD.

Data Sources