Finance Score: -2

Governance Score: -10

Support Score: 0

Liabilities <10%: +3
Excess reserves: -3
Multiple Deficits: -2

Only 3 Trustees: -2
Narrow trustee age band: -2
Static board: -3
All male board: -3

No supporters identified

Overall GiG Score: -12

THE MAX BARNEY FOUNDATION

Relief of unemployment through vocational training and job creation. Beneficiaries are unemployed who may be disadvantaged or marginalised. Support will be available to all, but will focus on the Jewish community via grants and investment in charities, social enterprises, businesses or any other projects. The Trustees of the Foundation may consider other applications for smaller grants.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet

Regulatory & Governance issues to consider:

There are only 3 trustees
The Board is completely male
The Board composition appears to be rather static and has little diversity in terms of age

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £4,211,994 available, equivalent to 30 months of spending and so may not be able to utilise additional funding
On several occasions in recent years income has been less than spending

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
31/05/23		£4,026	£1,671	£2,355	£0	£4,212	£4,212	30.3
31/05/22		£2,547	£1,370	£1,177	£0	£1,857	£1,857	16.3
31/05/21		£1,024	£1,237	£-212	£0	£706	£706	6.9
31/05/20		£2,252	£1,801	£451	£0	£919	£919	6.1
31/05/19		£1,201	£1,589	£-388	£0	£468	£468	3.5
31/05/18	*	£1,027	£1,045	£-18	£0	£855	£855	9.8
31/05/17		£694	£317	£377	£0	£754	£754	28.5
31/05/16		£19	£18	£1	£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: 4%
Liabilities/Income: 4%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 30.3 months
Net Current Assets/Spending: 30 months
Quick Ratio: 18.3

Asset Split ?

Established: 8 years

shraga@maxbarney.com

02075835555

Charity Commission for England and Wales

Listed activities

Economic/Community Development/Employment
General Charitable Purposes

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Organisations
Provides buildings/facilities/open space

Where it operates

Israel, Throughout England And Wales,

Who it helps

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 (3)

Current Trustees appointed

Gender Split

Age Range of Trustees: 48-65

ALEXANDER BARD (Chair) Appointed: 2014, Occupation: Chartered Surveyor

GARY PHILLIPS Appointed: 2016, Occupation: Solicitor, Other trusteeships: THE INSTITUTE OF JEWISH STUDIES, LONDON MACCABI RECREATIONAL TRUST, THE LONDON SCHOOL OF JEWISH STUDIES,

MICHAEL GOLDSTEIN Appointed: 2017, Occupation: Chartered Accountant

Legal constitution

Charitable company registered in England & Wales on 26/11/2015, number: 1164583
Registered at Companies House on 15/05/2014, number: 09041095

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Engaging external speakers at charity events policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Investment
Risk management
Safeguarding policy and procedures
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

8 returns made; AR18: 9 days late,

Main office

Max Barney
168 Shoreditch High Street
London
E1 6HU

Objectives

TO ADVANCE SUCH CHARITABLE PURPOSES (ACCORDING TO THE LAW OF ENGLAND & WALES) AS THE TRUSTEES SEE FIT FROM TIME TO TIME.

Data Sources