Finance Score: -10

Governance Score: -6

Support Score: 0

Accounts overdue -5
Volatile income & significant deficit in latest year: -5
No PartB

No conflicts policy: -1
2 Trustees: -2
Very static board: -5
Gender balanced board: +3

No supporters identified

Overall GiG Score: -16

THE DAVID KLEEMAN CHARITABLE TRUST

Donations are made to charitable organisations involved with activities of interest to the trustees.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
There are only 2 trustees
The Board composition appears to be very static

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Latest accounts are overdue for filing
Income has been volatile recently and 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
05/04/22		£1	£1	£-1	n/a	n/a	n/a	n/a	n/a
05/04/21		£1	£0	£1	n/a	n/a	n/a	n/a	n/a
05/04/20		£1	£1	£0	n/a	n/a	n/a	n/a	n/a
05/04/19	*	£4	£4	£1	n/a	n/a	n/a	n/a	n/a
05/04/18		£4	£4	£0	£0	£0	£0	n/a	0
05/04/17		£2	£3	£-1	£0	£0	£0	n/a	0
05/04/16		£4	£3	£1	£0	£0	£0	n/a	0
05/04/15		£6	£7	£-1	£0	£0	£0	n/a	0
05/04/14		£11	£11	£0	£0	£0	£0	n/a	0
05/04/13		£1	£1	£0	£0	£0	£0	n/a	0
05/04/12		£1	£2	£0	£0	£0	£0	n/a	0
05/04/11		£2	£1	£1	£0	£0	£0	n/a	0
05/04/10		£3	£4	£0	£0	£0	£0	n/a	0
05/04/09		£6	£6	£0	£0	£0	£0	n/a	0
05/04/08		£4	£5	£-1	£0	£0	£0	n/a	0
05/04/07		£4	£5	£-1	£0	£0	£0	n/a	0
05/04/06		£5	£5	£0	£0	£0	£0	n/a	0
05/04/05		£1	£1	£0	£0	£0	£0	n/a	0
05/04/04		£1	£1	£0	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 52 years

david@damanfinancial.co.uk

07973988018

Charity Commission for England and Wales

Listed activities

General Charitable Purposes

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Organisations
Other charitable activities

Where it operates

Throughout England And Wales,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (2)

Current Trustees appointed

Gender Split

MANUELA RACHEL KLEEMAN Appointed: 1971

DAVID GEORGE KLEEMAN (Chair) Appointed: 1971, Other trusteeship: THE APELT AND LAZARUS CHARITABLE TRUST,

Legal constitution

Charity registered in England & Wales on 16/12/1971, number: 263276

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Investment

Filing Record

19 returns made; AR19: 327 days late,

Main office

Flat 15
St. Stephens Close
Avenue Road
London
NW8 6DB

Objectives

TO OR TOWARDS OR FOR THE BENEFIT OF SUCH CHARITABLE PURPOSES OR CHARITABLE INSTITUTIONS WITHIN OR OUTSIDE THE UNITED KINGDOM AT SUCH TIME OR TIMES AND IN SUCH MANNER AND IN SUCH PROPORTIONS AS THE TRUSTEES MAY FROM TIME TO TIME IN THEIR DISCRETION DETERMINE.

Defined Area of Benefit:

WITHIN OR OUTSIDE THE UNITED KINGDOM

Data Sources