Finance Score: -4

Governance Score: -8

Support Score: 0

Deficit on unrestricted reserves: -2
Deficit latest year: -2

No conflicts policy: -1
Only 3 Trustees: -2
Narrow trustee age band: -2
Static board: -3

No supporters identified

Overall GiG Score: -12

CONVALESCENT RETREAT LIMITED

As detailed in the charity objects

Analysis by Giving is Great

Positives:

This charity has an endowment fund which generates most of its income
A significant proportion of recent income was derived from major grant makers including the Government

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return
This charity does not have a Conflict of Interests policy
There are only 3 trustees
The Board composition appears to be rather static

Financial issues to consider:

There was a deficit on unrestricted reserves of £123,588 at the last year end after deducting the value of own use assets
Income was lower than spending in the latest year

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
31/08/22	£533	£620	£-88	£0	£-124	£-124	-2.4	24
31/08/21	£417	£398	£19	n/a	n/a	n/a	n/a	n/a
31/08/20	£654	£657	£-3	£0	£-55	£-55	-1	23

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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: 617%
Liabilities/Income: 28%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: -2.4 months
Net Current Assets/Spending: -2 months
Quick Ratio: 0

Asset Split ?

Established: 5 years

01617405111

Charity Commission for England and Wales

Listed activities

Disability
Religious Activities
The Advancement Of Health Or Saving Of Lives

GiG Classification

Services for females

How it operates

Provides services

Where it operates

Throughout England And Wales,

Who it helps

People Of A Particular Ethnic Or Racial Origin

Who works here?

24 employees

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (3)

Current Trustees appointed

Age Range of Trustees:

REPHOEL TZVI HALPERN Appointed: 2018, Other trusteeship: ENGLISH HOLDINGS CHARITABLE TRUST,

BENJAMIN DAVID HASSAN (Chair) Appointed: 2018, Occupation: Co Director, Other trusteeship: RNH SYNAGOGUE & COLLEGE LTD,

DAVID NEUWIRTH Appointed: 2018, Occupation: P A, Other trusteeships: OHR TORAH LTD, BROOM FOUNDATION, NEW MARSTON LIMITED, THE HELPING FOUNDATION, THE REISNER CHARITABLE FOUNDATION LTD, BELZ COMMUNITIES, RNH SYNAGOGUE & COLLEGE LTD, THE SANZ FOUNDATION, BRITISH FRIENDS OF EZRAT YISRAEL KIRYAT SEFER, LEHATZLIACH (HELPING EVERY CHILD SUCCEED), THE SYMPATHETIC TRUST,

Legal constitution

Charitable company registered in England & Wales on 08/05/2019, number: 1183303
Registered at Companies House on 24/08/2018, number: 11534977

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Paying staff
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

3 returns made; all on time

Main office

17 NORWOOD AVENUE
SALFORD
M7 3PW

Objectives

1. THE PRESERVATION AND PROTECTION OF THE HEALTH GENERALLY OF JEWISH WOMEN AND THEIR FAMILIES, AND IN PARTICULAR THE PHYSICAL, MENTAL AND EMOTIONAL HEALTH OF JEWISH MOTHERS RECOVERING FROM CHILDBIRTH BY THE PROVISION OF A MOTHER AND BABY HOME;2. THE RELIEF OF FINANCIAL HARDSHIP AND ILL-HEALTH, EITHER GENERALLY OR INDIVIDUALLY, AMONGST WOMEN AND THEIR FAMILIES WITHIN THE JEWISH COMMUNITY BY ASSISTING IN THE PROVISION OF ITEMS DIRECTED AT IMPROVING THEIR POST-NATAL CONDITIONS OF LIFE.

Data Sources