Finance Score: 0

Governance Score: -4

Support Score: 0

Reasonable growth: +1
Deficit latest year: -2
Good reserves: +1

Only 4 Trustees: -1
All male board: -3

No supporters identified

Overall GiG Score: -4

THE MAURICE AND VIVIENNE WOHL PHILANTHROPIC FOUNDATION

The Foundation's objectives are such charitable purposes as the trustees in their absolute discretion see fit. The trustees have adopted a broad mission statement for grant making noting the preference for building projects and focusing mainly in Israel and Europe on Health and medical sciences, Needy populations, and improving the quality of Jewish Life.

Analysis by Giving is Great

Positives:

This charity has an endowment fund which generates all of its income
There has been reasonable growth in spending since inception

Regulatory & Governance issues to consider:

There are only 4 trustees
The Board is completely male

Financial issues to consider:

Income was significantly lower than spending in the latest year but the charity has substantial reserves available

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
31/12/22	£600	£6,058	£-5,458	£0	£78,001	£0	n/a	6
31/12/21	£439	£4,439	£-4,001	n/a	n/a	n/a	n/a	n/a
31/12/20	£374	£5,188	£-4,814	n/a	n/a	n/a	n/a	n/a
31/12/19	£552	£4,374	£-3,822	£0	£76,344	£76,344	209.5	4
31/12/18	£75,436	£2,619	£72,817	£0	£71,823	£71,823	329.1	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 1%
Highest pay band: £70,000-£80,000
Liabilities/Assets: 11%
Liabilities/Income: 1602%
Unrestricted Funds/Total Funds: 0%
Reserves/Spending: 0 months
Net Current Assets/Spending: -10 months
Quick Ratio: 0.3

Asset Split ?

Established: 6 years

www.wohl.org.uk

pr@wohl.org.uk

02073835111

Charity Commission for England and Wales

Listed activities

General Charitable Purposes

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Organisations

Where it operates

Germany, Israel, United States,

Who it helps

The General Public/Mankind

Who works here?

6 employees

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (4)

Current Trustees appointed

Gender Split

DANIEL DOVER Appointed: 2020, Occupation: Chartered Accountant

MARTIN PAISNER CBE MA LLM Appointed: 2020, Other trusteeships: TRUSTEES OF THE LONDON CLINIC LIMITED, THE STELLA AND ALEXANDER MARGULIES CHARITABLE TRUST, THE WOLFSON FAMILY CHARITABLE TRUST, THE BLUSTON CHARITABLE SETTLEMENT, THE LILY AND MARCUS SIEFF CHARITABLE TRUST, THE SIR SIGMUND STERNBERG CHARITABLE FOUNDATION, THE PHILLIPS AND RUBENS CHARITABLE TRUST, FRIENDS OF THE ISRAEL CANCER ASSOCIATION, THE SYBIL SHINE MEMORIAL TRUST, THE ADRIENNE AND LESLIE SUSSMAN CHARITABLE TRUST, THE PAISNER CHARITABLE TRUST, THE RUTH AND JACK LUNZER CHARITABLE TRUST, THE DENISE COHEN CHARITABLE TRUST, THE TRUST FOR THE STUDY OF SOCIAL TRAUMA AND THE CARE AND TREATMENT OF SURVIVORS, MORRIS LEIGH FOUNDATION, THE BARNETT AND SYLVIA SHINE NO 2 CHARITABLE TRUST, THE SCHMIDT-BODNER CHARITABLE TRUST, THE SHIRLEY YOUNG CHARITABLE TRUST, THE ADLER TRUST, THE CISSIE ROSEFIELD CHARITABLE TRUST, THE STUART YOUNG FOUNDATION, THE POTEL CHARITABLE TRUST, THE AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE (UK ) TRUST, THE LATCHMAN FAMILY CHARITABLE TRUST, OHEL SARAH UK, HADASSAH MEDICAL RELIEF ASSOCIATION U.K., JANET WOLFSON DE BOTTON CHARITABLE TRUST, TEALE CHARITABLE TRUST, NEW ISRAEL FUND, THE ROSENBLATT FAMILY CHARITABLE TRUST, YONI JESNER FOUNDATION, THE PETER CRUDDAS FOUNDATION, DEVONSHIRE STREET CHARITABLE FOUNDATION, SHAARE ZEDEK UK, THE BRITISH LIBRARY TRUST, WORCESTER COLLEGE OXFORD ENDOWMENT TRUST, THE MARCUS MARGULIES CHARITABLE TRUST,

PROFESSOR DAVID LATCHMAN Appointed: 2020, Other trusteeship: THE MAURICE WOHL CHARITABLE FOUNDATION,

SIR IAN GAINSFORD Appointed: 2020, Other trusteeships: THE WOLFSON FAMILY CHARITABLE TRUST, THE MAURICE WOHL CHARITABLE FOUNDATION,

Legal constitution

Charitable company registered in England & Wales on 05/02/2018, number: 1177003
Registered at Companies House on 10/10/2017, number: 11006400

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Risk management

Filing Record

5 returns made; all on time

Main office

FITZROVIA HOUSE
SECOND FLOOR
153-157 CLEVELAND STREET
LONDON
W1T 6QW

Objectives

THE OBJECTS OF THE FOUNDATION ARE THE FURTHERANCE OF SUCH CHARITABLE PURPOSE OR CHARITABLE PURPOSES AS THE TRUSTEES IN THEIR ABSOLUTE DISCRETION SEE FIT.

Data Sources