Finance Score: 0

Governance Score: -1

Support Score: 0

Only 4 Trustees: -1

No supporters identified

Overall GiG Score: -1

THE PHILLIPS AND RUBENS CHARITABLE TRUST

The trustees receive applications for donations from a wide variety of charitable institutions including those engaged in medical and ancillary services (including medical research), education, helping the disabled and old aged, relieving poverty, providing sheltered accommodation, developing the arts etc. In the year the trustees made donations of ?233,379 to a wide variety of charities.

Analysis by Giving is Great

Positives:

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

Regulatory & Governance issues to consider:

There are only 4 trustees

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	£507	£487	£20	£0	£13,524	£13,524	333	0
05/04/22	£494	£506	£-12	n/a	n/a	n/a	n/a	n/a
05/04/21	£427	£425	£1	n/a	n/a	n/a	n/a	n/a
05/04/20	£476	£398	£79	n/a	n/a	n/a	n/a	n/a
05/04/19	£402	£478	£-77	n/a	n/a	n/a	n/a	n/a
05/04/18	£406	£459	£-53	£0	£0	£0	n/a	0
31/03/17	£436	£352	£83	£0	£0	£0	n/a	0
05/04/16	£447	£428	£19	£0	£0	£0	n/a	0
05/04/15	£400	£356	£45	£0	£0	£0	n/a	0
05/04/14	£420	£409	£11	£0	£0	£0	n/a	0
05/04/13	£338	£388	£-50	£0	£0	£0	n/a	0
05/04/12	£305	£422	£-117	£0	£0	£0	n/a	0
05/04/11	£291	£462	£-171	£0	£0	£0	n/a	0
05/04/10	£256	£427	£-171	£0	£0	£0	n/a	0
05/04/09	£159	£537	£-378	£0	£0	£0	n/a	0
05/04/08	£145	£557	£-412	£0	£0	£0	n/a	0
05/04/07	£136	£517	£-381	£0	£0	£0	n/a	0
05/04/06	£123	£530	£-407	£0	£0	£0	n/a	0
05/04/05	£8,406	£185	£8,221	£0	£0	£0	n/a	0
05/04/04	£159	£159	£0	£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: 0%
Liabilities/Income: 12%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 333 months
Net Current Assets/Spending: 7 months
Quick Ratio: 4.1

Asset Split ?

Established: 54 years

psphillips@aol.com

020 7487 5757

Charity Commission for England and Wales

Listed activities

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

GiG Classification

Medical education & research

How it operates

Makes Grants to Organisations

Where it operates

Throughout England And Wales,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People Of A Particular Ethnic Or Racial Origin
People With Disabilities

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (4)

Gender Split

CAROLYN LOUISE MISHON

PAUL SIMON PHILLIPS

GARY MARK PHILLIPS, Other trusteeship: THE MACCABI FOUNDATION,

MARTIN PAISNER CBE MA LLM, 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, 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, THE MAURICE AND VIVIENNE WOHL PHILANTHROPIC FOUNDATION,

Legal constitution

Charity registered in England & Wales on 25/02/1970, number: 260378

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

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
Risk management
Safeguarding policy and procedures
Serious incident reporting policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; all on time

Main office

THE PHILLIPS & RUBENS CHARITABLE TR
67-69 GEORGE STREET
LONDON
W1U 8LT

Objectives

TO OR TOWARDS OR FOR THE BENEFIT OR IN FURTHERANCE OF SUCH CHARITABLE PURPOSES OR CHARITABLE INSTITUTIONS IN SUCH PROPORTIONS AND MANNER AS THE TRUSTEES SHALL IN THEIR ABSOLUTE DISCRETION FROM TIME TO TIME THINK FIT.

Defined Area of Benefit:

NOT DEFINED.

Data Sources