Finance Score: -2

Governance Score: -1

Support Score: 0

Deficit latest year: -2

Only 4 Trustees: -1

No supporters identified

Overall GiG Score: -3

THE ARCHIE SHERMAN CHARITABLE TRUST

The charity makes grants to a wide variety of charitable causes in the UK and Overseas. Particularly in the fields of Education & Training, Medical Health & Sickness, Arts & Culture, Sports & Recreation, Relief of Poverty and General Charitable purposes.

Analysis by Giving is Great

Positives:

This charity has an endowment fund which generates all of its income

Regulatory & Governance issues to consider:

There are only 4 trustees

Financial issues to consider:

Income was significantly 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
05/04/23	*	£1,178	£2,031	£-854	£0	£18,076	£18,076	106.8	0
05/04/22		£1,076	£900	£176	£0	£18,689	£18,689	249.1	1
05/04/21		£1,161	£689	£472	£0	£18,409	£18,409	320.8	1
05/04/20		£1,631	£994	£637	£0	£17,701	£17,701	213.6	1
05/04/19		£1,392	£1,552	£-159	£0	£18,301	£18,301	141.5	1
05/04/18	*	£1,432	£1,152	£279	£0	£18,766	£18,766	195.4	1
05/04/17		£1,431	£2,024	£-593	£0	£20,802	£20,802	123.3	1
05/04/16		£1,403	£1,695	£-293	£0	£21,226	£21,226	150.2	1
05/04/15	*	£1,414	£1,490	£-76	£38	£21,524	£21,524	173.4	1
05/04/14		£1,427	£1,413	£13	£38	£21,176	£21,176	179.8	1
05/04/13	*	£1,465	£1,665	£-199	£35	£21,111	£21,111	152.2	1
05/04/12	*	£1,505	£1,290	£214	£42	£20,244	£20,244	188.3	1
05/04/11		£1,486	£1,416	£70	£38	£20,088	£20,088	170.3	1
05/04/10		£1,337	£1,304	£34	£33	£22,431	£22,431	206.5	1
05/04/09		£1,483	£1,403	£81	£32	£22,125	£22,125	189.3	1
05/04/08		£1,482	£1,200	£281	£32	£22,353	£22,353	223.5	1
05/04/07	*	£1,462	£1,529	£-67	£35	£22,123	£22,123	173.6	1
05/04/06		£1,401	£1,547	£-146	£0	£0	£0	n/a	0
05/04/05		£1,546	£1,912	£-366	£0	£0	£0	n/a	0
05/04/04	*	£1,370	£1,709	£-339	£0	£0	£0	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: 9%
Liabilities/Income: 147%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 106.8 months
Net Current Assets/Spending: 4 months
Quick Ratio: 1.7

Asset Split ?

Established: 56 years

trust@sherman.co.uk

02074931904

Charity Commission for England and Wales

Listed activities

Amateur Sport
Arts/Culture/Heritage/Science
Disability
Economic/Community Development/Employment
Education/Training
General Charitable Purposes
Overseas Aid/Famine Relief
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Throughout England And Wales,

Who it helps

Other Charities Or Voluntary Bodies
People With Disabilities

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (4)

Gender Split

ADRIAN SIMON Appointed: 2021

ALLAN HENRY SIMON MORGENTHAU, Other trusteeships: THE ARCHIE SHERMAN CARDIFF FOUNDATION, THE BRITISH FRIENDS OF THE JAFFA INSTITUTE, THE DIANA AND ALLAN MORGENTHAU CHARITABLE TRUST,

MICHAEL JOSEPH GEE (Chair), Other trusteeships: THE ARCHIE SHERMAN CARDIFF FOUNDATION, THE JACQUELINE AND MICHAEL GEE CHARITABLE TRUST,

RHONA FREEDMAN Appointed: 2014, Other trusteeship: THE ARCHIE SHERMAN CARDIFF FOUNDATION,

Legal constitution

Charity registered in England & Wales on 17/10/1968, number: 256893

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
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
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; AR23: 36 days late, AR18: 1 days late, AR15: 1 days late, AR13: 1 days late, AR12: 2 days late, AR07: 23 days late, AR04: 26 days late,

Main office

274a Kentish Town Road
London
NW5 2AA

Objectives

FOR THE BENEFIT OR IN FURTHERANCE OF SUCH CHARITABLE PURPOSES, CHARITABLE INSTITUTIONS OR CHARITABLE FOUNDATIONSO AS THE TRUSTEES MAY DETERMINE.

Defined Area of Benefit:

WORLDWIDE

Data Sources