Finance Score: -4

Governance Score: -7

Support Score: 0

Reasonable growth: +1
Multiple Deficits and declines: -5
No PartB

No conflicts policy: -1
2 Trustees: -2
All male board: -3

No supporters identified

Overall GiG Score: -11

THE ROSENFELD CHARITABLE TRUST

To support other charities in their endeavours

Analysis by Giving is Great

Positives:

There has been reasonable growth in spending over the last 3 years relative to the previous period

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
There are only 2 trustees
The Board is completely male

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Income has been volatile and on several occasions in recent years less than spending

Established: 14 years

gerard@obms.co.uk

02074047272

Charity Commission for England and Wales

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
31/03/23	*	£1	£113	£-111	n/a	n/a	n/a	n/a	n/a
31/03/22		£54	£53	£1	n/a	n/a	n/a	n/a	n/a
31/03/21	*	£15	£35	£-20	n/a	n/a	n/a	n/a	n/a
31/03/20		£60	£40	£20	n/a	n/a	n/a	n/a	n/a
31/03/19		£72	£73	£-1	n/a	n/a	n/a	n/a	n/a
31/03/18	*	£20	£41	£-21	£0	£0	£0	n/a	0
31/03/17	*	£63	£96	£-33	£0	£0	£0	n/a	0
31/03/16	*	£54	£82	£-28	£0	£0	£0	n/a	0
31/03/15		£68	£66	£2	£0	£0	£0	n/a	0
31/03/14		£93	£93	£-1	£0	£0	£0	n/a	0
31/03/13		£41	£50	£-9	£0	£0	£0	n/a	0
31/03/12		£77	£55	£22	£0	£0	£0	n/a	0
31/03/11	*	£124	£143	£-19	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Listed activities

Education/Training
General Charitable Purposes
Overseas Aid/Famine Relief
Religious Activities
The Prevention Or Relief Of Poverty

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Throughout London,

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 (2)

Gender Split

GERARD BURTON Appointed: 2012

MICHAEL ROSENFELD (Chair)

Legal constitution

Charity registered in England & Wales on 13/11/2009, number: 1132685

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

13 returns made; AR23: 8 days late, AR21: 1 days late, AR18: 1 days late, AR17: 113 days late, AR16: 27 days late, AR11: 3 days late,

Main office

11 HATTON GARDEN
LONDON
EC1N 8AH

Objectives

THE TRUSTEES SHALL HOLD THE TRUST FUND AND THE INCOME THEREOF IN TRUST TO APPLY THE SAME BOTH AS TO CAPITAL AND INCOME FOR THE CHARITABLE PURPOSES OF SUCH CHARITABLE BODIES ORGANISATION AND INSTITUTIONS OR SUCH OTHER CHARITABLE PURPOSES OR OBJECTS IN SUCH PROPORTIONS AND MANNERS AS THE TRUSTEES SHALL IN THEIR ABSOLUTE DISCRETION FROM TIME TO TIME THINK FIT.

Defined Area of Benefit:

UNDEFINED. IN PRACTICE, LOCAL

Data Sources