Finance Score: 0

Governance Score: 9

Support Score: 9

Strong growth: +2
Multiple Deficits: -2
No PartB

Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Grant maker support: +9

Overall GiG Score: 18

HOLOCAUST SURVIVORS' FRIENDSHIP ASSOCIATION

We provide friendship ,social activities and talks for Holocaust survivors in Leeds; promote and deliver Holocaust education at the Holocaust Learning & Exhibition Centre in Huddersfield and at schools, colleges, universities and community groups through survivors and volunteer speakers in the north of England; provide advice and guidance to external organisations on Holocaust related matters.

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
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	Staff	Volun- teers
31/12/22	£402	£432	£-30	n/a	n/a	n/a	n/a	n/a	10
31/12/21	£182	£252	£-69	n/a	n/a	n/a	n/a	n/a	4
31/12/20	£232	£315	£-83	n/a	n/a	n/a	n/a	n/a	5
31/12/19	£228	£299	£-70	n/a	n/a	n/a	n/a	n/a	4
31/12/18	£717	£203	£514	£0	£764	£48	2.8	2	10
31/12/17	£322	£116	£206	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 7 years

www.holocaustlearning.org.uk

helc@hud.ac.uk

01484365301

Charity Commission for England and Wales

Tweets

Listed activities

Disability
Education/Training

GiG Classification

Social & legal advocacy

How it operates

Provides advocacy/advice/information

Where it operates

Throughout England And Wales,

Who it helps

Children/Young People
Elderly/Old People
Other Defined Groups
The General Public/Mankind

Who works here?

Unknown number of employees
10 volunteers

Who's supporting them? ?

Donations from Grant Makers ?

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

Major supporters in last 5 years

National Lottery Heritage Fund	£249,900
Pears Foundation	£120,000
Ministry for Housing, Communities and Local Government	£26,250
The Foyle Foundation	£20,000

Specific Donations

Amount	When Months	To be used for
The Foyle Foundation - Learning (MGS)
£20,000	07/02/2023	towards 'Homeward Bound' to open up Holocaust Centre North's collections for remote access and to expand the archive (to be spent in first year of project)
Wolfson Foundation - Grant to Holocaust Centre North
£0	07/06/2022	Cataloguing grant of £17,900 awarded towards Unlocking the Holocaust in the North of England. Paid via Pilgrim Trust/National Archives joint programme Archives Revealed (22871)
Ministry for Housing, Communities and Local Government - Holocaust Awareness Raising
£26,250	17/05/2021	To raise awareness on social media channels and through community engagement via Foundation Stones
Pears Foundation - Grant to Holocaust Centre North
£50,000	15/04/2021	Core Funding
Pears Foundation - Grant to Holocaust Centre North
£20,000	15/04/2021	Infrastructure improvements
Pears Foundation - Grant to Holocaust Survivors Friendship Association
£50,000	07/04/2020 12	Core funding for the Holocaust Exhibition and Learning Centre
National Lottery Heritage Fund - Grant to Holocaust Survivors Friendship Association
£249,900	13/06/2019	A Lasting Holocaust Legacy for the North
Pears Foundation - Grant to Holocaust Survivors Friendship Association
£50,000	13/03/2019 12	Holocaust Heritage and Learning Centre, Huddersfield: Core funding
Pears Foundation - Grant to Holocaust Survivors Friendship Association
£128,273	14/06/2018 3	Holocaust Heritage and Learning Centre: additional capital funding
National Lottery Heritage Fund - Grant to Holocaust Survivors Friendship Association
£663,700	17/03/2015	The Holocaust Heritage and Learning Centre

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Age Range of Trustees: 32-80

ANN EUGENIA KAGAN (Chair) Appointed: 2021, Occupation: Artist

DR JOHANNES DIETER STEINERT Appointed: 2023, Occupation: University Professor

BEN BARKOW Appointed: 2020, Occupation: Retired, Other trusteeship: ERNEST HECHT CHARITABLE FOUNDATION,

COLIN GLASS Appointed: 2021, Occupation: Business Advisor/Chartered Accountant, Other trusteeship: LEEDS KASHRUT AUTHORITY,

IMRAN MANZOOR Appointed: 2023, Occupation: Psychologist/Psychotherapist, Other trusteeship: MALE SURVIVORS PARTNERSHIP,

SIMON MICHAEL JACKSON Appointed: 2018, Occupation: Solicitor

CERI NURSAW Appointed: 2020, Occupation: Company Director, Other trusteeship: LEEDS TRINITY UNIVERSITY,

JULIA SIAN KINCH Appointed: 2018, Occupation: Business Development, Other trusteeship: MIGRANT ACTION,

Legal constitution

Charitable company registered in England & Wales on 16/02/2017, number: 1171652
Registered at Companies House on 18/01/2017, number: 10571171

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

6 returns made; all on time

Main office

c/o MAZCC
311 Stonegate Road
Leeds
LS17 6AZ

Objectives

3.1 THE CHARITY'S OBJECTS ARE SPECIFICALLY RESTRICTED TO THE FOLLOWING FOR THE PUBLIC BENEFIT: 3.1.1 TO ADVANCE THE EDUCATION OF THE PUBLIC, IN PARTICULAR ABOUT THE HISTORY AND EFFECT OF THE HOLOCAUST AND RELATED TOPICS, INCLUDING, WITHOUT LIMITATION, BY PROVIDING A REPOSITORY OF ARCHIVE AND MUSEUM COLLECTIONS, INCLUDING A PERMANENT EXHIBITION, AND DELIVERING A PROGRAMME OF PUBLIC ENGAGEMENT AND LEARNING ON THE HOLOCAUST, HUMAN RIGHTS ABUSES, FREEDOM AND EQUALITY, AND RELATED TOPICS; 3.1.2 TO PROVIDE RELIEF BY WAY OF FRIENDSHIP AND SUPPORT (WHETHER FINANCIAL OR OTHERWISE) TO HOLOCAUST SURVIVORS AND THEIR FAMILIES WHO ARE IN CHARITABLE NEED. 3.2 NOTHING IN THE ARTICLES SHALL AUTHORISE AN APPLICATION OF THE PROPERTY OF THE CHARITY FOR PURPOSES WHICH ARE NOT CHARITABLE IN ACCORDANCE WITH PART 1 OF THE CHARITIES ACT 2011, SECTION 7 OF THE CHARITIES AND TRUSTEE INVESTMENT (SCOTLAND) ACT 2005 OR SECTION 2 OF THE CHARITIES ACT (NORTHERN IRELAND) 2008 (AS APPLICABLE).

Data Sources