Finance Score: -3

Governance Score: -3

Support Score: 4

Strong growth: +2
Multiple Deficits and declines: -5
No PartB

No volunteer policy: -2
Gender balanced board: +3
Multiple returns filed late: -4

Overall weighted support: +4

Overall GiG Score: -2

THE NEUMARK FOUNDATION

The objects of the foundation are for the benefit of the public to promote any purposes that are charitable according to the laws of England and Wales. The charity makes grants to individuals and other organisations in furtherance of its charitable objectives.

Analysis by Giving is Great

Positives:

The charity has received backing from a grant maker
There has been strong growth in spending over the last 5 years
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
Returns have been filed late on 4 occasions over the last 5 years and the current period appears to have been extended

Financial issues to consider:

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

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
05/04/23	*	£349	£392	£-43	n/a	n/a	n/a	n/a	n/a	n/a
05/04/22	*	£388	£265	£123	n/a	n/a	n/a	n/a	n/a	n/a
05/04/21		£21	£308	£-287	n/a	n/a	n/a	n/a	n/a	n/a
05/04/20	*	£685	£158	£527	£5	£825	£825	62.5	0	0
05/04/19	*	£0	£170	£-170	n/a	n/a	n/a	n/a	n/a	n/a
05/04/18	*	£500	£36	£464	n/a	n/a	n/a	n/a	n/a	n/a
05/04/17		£5	£0	£5	n/a	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Balance Sheet History

Established: 5 years

https://theneumarkfoundation.com

mail@theneumarkfoundation.com

07825 612667

Charity Commission for England and Wales

Listed activities

General Charitable Purposes

GiG Classification

Grant-making foundations

How it operates

Makes grants to individuals
Makes grants to organisations

Where it operates

Throughout England And Wales,

Who it helps

The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
Steve Morgan Foundation - Grant to The Neumark Charitable Trust
£94,500	04/04/2022	3 year funding towards North Wales Carers project for the bi-lingual Education Officer

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

JULIAN GOULD BARNES Appointed: 2019

MARIA BERTHA JANETTE NEUMARK Appointed: 2017

MATILDA NEAVE PRYTHERCH Appointed: 2023

PETER STEPHEN NEUMARK (Chair) Appointed: 2016

REBECCA ELIZABETH NEUMARK Appointed: 2016

ROBERT ANDREW SALISBURY Appointed: 2019

TOM PAUL ELLIOTT Appointed: 2018

Legal constitution

Charity registered in England & Wales on 07/01/2020, number: 1168728

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Risk management
Safeguarding vulnerable beneficiaries
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

7 returns made; AR23: 45 days late, AR22: 67 days late, AR20: 236 days late, AR19: 14 days late, AR18: 312 days late,

Main office

37 Kennedy Road
SHREWSBURY
SY3 7AA

Objectives

THE OBJECTS ARE FOR THE BENEFIT OF THE PUBLIC TO PROMOTE ANY PURPOSES THAT ARE CHARITABLE ACCORDING TO THE LAWS OF ENGLAND AND WALES.

Data Sources

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