Finance Score: -3

Governance Score: -1

Support Score: 0

Volatile income: -3
No PartB

No volunteer policy: -2
No conflicts policy: -1
Good trustee age range: +3
Mainly male board: -1

Large volunteers +3

Overall GiG Score: -1

JEWISH LEGACY GIVING

To promote the importance of legacy giving throughout the UK

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
The Board appears to be well diversified in terms of age

Regulatory & Governance issues to consider:

This charity only provides its support via other charities
Although this charity works with volunteers it does not have a Volunteer Management policy
This charity does not have a Conflict of Interests policy
The Board is predominantly 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 recently

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/12/23		£48	£41	£7	n/a	n/a	n/a	n/a	n/a	n/a
31/12/22		£52	£83	£-31	n/a	n/a	n/a	n/a	n/a	n/a
31/12/21		£62	£55	£7	n/a	n/a	n/a	n/a	n/a	n/a
31/12/20		£66	£60	£6	n/a	n/a	n/a	n/a	n/a	n/a
31/12/19		£70	£63	£7	n/a	n/a	n/a	n/a	n/a	n/a
31/12/18		£59	£76	£-17	n/a	n/a	n/a	n/a	n/a	n/a
31/12/17		£58	£53	£5	n/a	n/a	n/a	n/a	n/a	n/a
31/12/16		£62	£59	£2	n/a	n/a	n/a	n/a	n/a	n/a
31/12/15		£65	£102	£-38	n/a	n/a	n/a	n/a	n/a	n/a
31/12/14	*	£90	£67	£23	n/a	n/a	n/a	n/a	n/a	n/a
31/12/13		£85	£56	£29	n/a	n/a	n/a	n/a	n/a	n/a
31/12/12	*	£143	£167	£-24	n/a	n/a	n/a	n/a	n/a	n/a
31/12/11	*	£31	£6	£25	n/a	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Established: 13 years

http://www.jewishlegacy.org.uk

info@jewishlegacygiving.org.uk

07538812380

Charity Commission for England and Wales

Tweets

Listed activities

General Charitable Purposes

GiG Classification

Provides financial or material assistance

How it operates

Provides advocacy/advice/information

Where it operates

Throughout England And Wales,

Who it helps

Other Charities Or Voluntary Bodies

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Age Range of Trustees: 45-69

ADAM OVERLANDER-KAYE Appointed: 2020, Occupation: Director Fundraising & Community Engagement

ANTHONY BROZA Appointed: 2018, Occupation: Director

MELANIE DIAMOND Appointed: 2020, Occupation: Fundraiser

NIGEL ROSS Appointed: 2011

PETER EVANS Appointed: 2018, Occupation: Accountant

STEVEN GREENBERG Appointed: 2016, Occupation: Trustee

Legal constitution

Charitable company registered in England & Wales on 10/10/2011, number: 1144193
Registered at Companies House on 07/06/2011, number: 07660876

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

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

Filing Record

13 returns made; AR14: 26 days late, AR12: 105 days late, AR11: 240 days late,

Main office

2 Green Lane
Croxley Green
Rickmansworth
WD3 3HR

Objectives

THE PROMOTION OF THE EFFICIENCY AND EFFECTIVENESS OF CHARITIES FOR THE PUBLIC BENEFIT BY PROMOTING FUNDRAISING AND LEGACY GIVING PARTICULARLY FROM (BUT NOT LIMITED TO) WITHIN THE UK JEWISH COMMUNITY.

Defined Area of Benefit:

NOT DEFINED