Finance Score: -1

Governance Score: -5

Support Score: 0

Volatile income
spending growth: -1

Very static board: -5

No supporters identified

Overall GiG Score: -6

THE MAURICE WOHL CHARITABLE FOUNDATION

In making donations,the trustees place particular emphasis on causes within the UK in the following areas:-Health,welfare and medical sciences, including the elderly-Welfare and relief of poverty within the Jewish community, with a particular emphasis on children and young adults-Jewish education.

Analysis by Giving is Great

Positives:

This charity has an endowment fund which generates all of its income
Spending has increased over the last 3 years relative to the previous period

Regulatory & Governance issues to consider:

The Board composition appears to be very static

Financial issues to consider:

Income has been volatile recently but spending has been maintained

Established: 59 years

www.wohl.org.uk

pr@wohl.org.uk

02073835111

Charity Commission for England and Wales

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		£1,276	£8,780	£-7,504	£0	£74,065	£0	n/a	5
31/12/21		£1,285	£3,479	£-2,194	£0	£88,423	£0	n/a	5
31/12/20		£1,369	£4,599	£-3,231	£385	£82,864	£82,864	216.2	4
31/12/19		£1,636	£4,372	£-2,736	£0	£83,467	£83,467	229.1	4
31/12/18		£1,536	£5,024	£-3,488	£0	£79,985	£79,985	191.1	2
31/12/17		£1,632	£4,511	£-2,879	£0	£87,304	£87,304	232.2	4
31/12/16		£1,675	£2,587	£-912	£0	£84,520	£84,520	392	4
31/12/15		£1,942	£3,057	£-1,115	£0	£77,500	£77,500	304.3	5
31/12/14?		£1,463	£7,761	£-6,298	£102	£80,288	£0	n/a	3
05/04/13		£1,642	£4,192	£-2,549	£63	£83,715	£0	n/a	3
05/04/12		£1,703	£2,711	£-1,008	£84	£81,244	£1,449	6.4	3
05/04/11		£2,067	£3,378	£-1,311	£63	£82,112	£1,647	5.8	3
05/04/10		£5,400	£3,602	£1,798	£74	£80,788	£3,207	10.7	3
05/04/09		£6,656	£2,778	£3,878	£74	£71,969	£3,875	16.7	2
05/04/08		£56,258	£9,949	£46,309	£39	£63,846	£1,099	1.3	2
05/04/07	*	£803	£326	£477	£25	£17,664	£17,387	640	2
05/04/06	*	£691	£372	£319	£0	£0	£0	n/a	0
05/04/05	*	£578	£525	£53	£0	£0	£0	n/a	0
05/04/04		£447	£222	£225	£0	£0	£0	n/a	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: 730%
Unrestricted Funds/Total Funds: 0%
Reserves/Spending: 0 months
Net Current Assets/Spending: -5 months
Quick Ratio: 0.2

Asset Split ?

Listed activities

Animals
Arts/Culture/Heritage/Science
Disability
Education/Training
General Charitable Purposes
Other Charitable Purposes
Religious Activities
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

How it operates

Makes Grants to Organisations
Sponsors or undertakes research

Where it operates

Throughout England,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People With Disabilities

Who works here?

5 employees

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

DANIEL ISAAC DOVER Appointed: 2005, Other trusteeships: THE BLUSTON CHARITABLE SETTLEMENT, BDO CHARITABLE TRUST, THE SCHMIDT-BODNER CHARITABLE TRUST, THE APELT AND LAZARUS CHARITABLE TRUST, THE ROSENBLATT FAMILY CHARITABLE TRUST,

ELLA LATCHMAN Appointed: 1965, Other trusteeship: THE LATCHMAN FAMILY CHARITABLE TRUST,

MARTIN PAISNER Appointed: 1995, Occupation: Solicitor, Other trusteeships: THE LILY AND MARCUS SIEFF CHARITABLE TRUST, FRIENDS OF THE ISRAEL CANCER ASSOCIATION, SHAARE ZEDEK UK, THE PHILLIPS FAMILY CHARITABLE TRUST, THE RAYMAN HANBURY CHARITABLE TRUST, BRITISH FRIENDS OF EDITH WOLFSON HOSPITAL, OHEL SARAH UK, TEALE CHARITABLE TRUST, NEW ISRAEL FUND, THE MAURICE AND VIVIENNE WOHL PHILANTHROPIC FOUNDATION,

PROFESSOR DAVID LATCHMAN (Chair) Appointed: 1985, Other trusteeship: THE MAURICE AND VIVIENNE WOHL PHILANTHROPIC FOUNDATION,

SIR IAN GAINSFORD Appointed: 2005, Other trusteeships: THE WOLFSON FAMILY CHARITABLE TRUST, THE MAURICE AND VIVIENNE WOHL PHILANTHROPIC FOUNDATION,

Legal constitution

Charity registered in England & Wales on 16/09/1965, number: 244519

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

19 returns made; AR07: 92 days late, AR06: 1 days late, AR05: 10 days late,

Main office

FITZROVIA HOUSE
2ND FLOOR
153 - 157 CLEVELAND STREET
LONDON
W1T 6QW

Objectives

FOR THE FURTHERANCE OF CHARITABLE OBJECTS OR PURPOSES OR ANY CHARITABLE OBJECT OR PURPOSE.

Defined Area of Benefit:

NATIONAL

Data Sources