Finance Score: 3

Governance Score: -3

Support Score: 3

Liabilities <10%: +3

Only 4 Trustees: -1
Narrow trustee age band: -2

Gov Income
Grant maker support: +3

Overall GiG Score: 3

HALE AND DISTRICT HEBREW CONGREGATION LTD

a) The advancement and promotion of the Jewish religion for the benefit of the publicb) The advancement of education in the Halacha, Orthodox Jewish Law and the provision and development of religious, educational and social activities for the members of the Hale and District Congregation

Analysis by Giving is Great

Positives:

The charity has received Government grants
This charity has a robust balance sheet
There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

There are only 4 trustees
The Board has little diversity in terms of age

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
31/03/23		£875	£935	£-60	£0	£2,693	£755	9.7	17	3
31/03/22		£796	£822	£-27	£0	£2,756	£825	12	15	3
31/03/21		£748	£640	£108	£0	£2,744	£772	14.5	15	3
31/03/20		£864	£861	£3	£0	£2,602	£564	7.9	22	3
31/03/19	*	£0	£0	£0	n/a	n/a	n/a	n/a	n/a	0

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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: 2%
Liabilities/Income: 6%
Unrestricted Funds/Total Funds: 28%
Reserves/Spending: 9.7 months
Net Current Assets/Spending: 15 months
Quick Ratio: 4.6

Asset Split ?

Established: 6 years

www.haleshule.com

info@haleshule.com

01619808846

Charity Commission for England and Wales

Listed activities

Religious Activities

GiG Classification

Jewish congregations

How it operates

Provides buildings/facilities/open space
Provides services

Where it operates

Cheshire East, Lancashire, Trafford,

Who it helps

Children/Young People
Elderly/Old People

Who works here?

17 employees
3 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (4)

Current Trustees appointed

Gender Split

Age Range of Trustees: 61-75

DAVID BRIAN LEONARD ZUCKER Appointed: 2021, Occupation: Retired

LINDA PRICE Appointed: 2018, Occupation: Retired

NIGEL JEFFREY ESTERKIN Appointed: 2018, Occupation: Company Director, Other trusteeships: THE MAURICE AND PEARL ESTERKIN CHARITABLE TRUST, WILBRAHAM ROAD (MANCHESTER) TRUST LIMITED,

TERRY MALCOLM KRELL (Chair) Appointed: 2018, Occupation: Chartered Surveyor

Legal constitution

Charitable company registered in England & Wales on 01/10/2018, number: 1180143
Registered at Companies House on 24/05/2018, number: 11379543

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
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

5 returns made; AR19: 222 days late,

Main office

HALE & DISTRICT SYNAGOGUE
11 SHAY LANE
HALE BARNS
ALTRINCHAM
WA15 8NZ

Objectives

A)THE ADVANCEMENT AND PROMOTION OF THE JEWISH RELIGION FOR THE BENEFIT OF THE PUBLIC IN ACCORDANCE WITH HALACHA, ORTHODOX JEWISH LAW ENSHRINED IN THE SHULCHAN ARUCH AND ITS SUPPLEMENTARY CODES, AS INTERPRETED BY THE INCUMBENT RABBI OF THE CONGREGATION (OR IN THE ABSENCE OF AN INCUMBENT RABBI, THE LONDON BETH DIN)B)THE ADVANCEMENT OF EDUCATION IN THE HALACHA, ORTHODOX JEWISH LAW AND THE PROVISION AND DEVELOPMENT OF RELIGIOUS, EDUCATIONAL AND SOCIAL ACTIVITIES FOR THE MEMBERS OF THE HALE AND DISTRICT CONGREGATION AND THE OTHER JEWISH RESIDENTS LIVING IN THE AREA OF SOUTH MANCHESTER AND NORTH CHESHIRE.C)ANY OTHER OBJECTS THAT ARE CONSIDERED CHARITABLE BY THE LAWS OF ENGLAND AND WALES.

Data Sources