Finance Score: -1

Governance Score: 1

Support Score: 0

Spending falling: -1

Only 3 Trustees: -2
Gender balanced board: +3

No supporters identified

Overall GiG Score: 0

SIVA CHARITABLE FUND

Apply and pay for or to such legally charitable purpose or purposes or legally charitable institution or institutions in the United Kingdom or elsewhere including the relief of poverty and the advancement of education amongst persons who in the uncontrolled opinion of the Trustees are of Jewish Faith and advancement of Jewish Religion and the study of the Torah.

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 3 trustees

Financial issues to consider:

Spending has fallen significantly over the last 5 years relative to the previous period

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		£768	£497	£271	£0	£5,816	£5,816	140.5	0
05/04/22		£772	£507	£265	£0	£5,545	£5,545	131.2	0
05/04/21		£823	£1,013	£-191	£0	£5,280	£5,280	62.5	0
05/04/20		£902	£1,301	£-399	£0	£5,471	£5,471	50.5	0
05/04/19		£965	£1,237	£-272	£0	£5,870	£5,870	57	0
05/04/18	*	£791	£1,591	£-800	£0	£6,142	£6,142	46.3	0
05/04/17	*	£870	£580	£290	£0	£6,942	£6,942	143.6	0
05/04/16	*	£6,021	£729	£5,292	£0	£6,435	£6,435	105.9	0
05/04/15		£486	£746	£-260	£0	£0	£0	n/a	0
05/04/14		£1,631	£1,630	£1	£5	£1,189	£1,189	8.8	0
05/04/13		£344	£442	£-98	£0	£0	£0	n/a	0
05/04/12	*	£322	£532	£-210	£0	£0	£0	n/a	0
05/04/11	*	£290	£1,430	£-1,140	£0	£0	£0	n/a	0
05/04/10	*	£353	£2,079	£-1,726	£0	£0	£0	n/a	0
05/04/09	*	£328	£887	£-558	£0	£0	£0	n/a	0
05/04/08	*	£396	£1,037	£-641	£0	£0	£0	n/a	0
05/04/07	*	£555	£998	£-443	£24	£3,606	£3,606	43.4	3
05/04/06		£701	£961	£-260	£0	£0	£0	n/a	0
05/04/05	*	£677	£642	£35	£0	£0	£0	n/a	0
05/04/04	*	£749	£525	£224	£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: 37%
Liabilities/Income: 439%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 140.5 months
Net Current Assets/Spending: -16 months
Quick Ratio: 0

Asset Split ?

Established: 50 years

mail@cohenarnold.com

02087310777

Charity Commission for England and Wales

Listed activities

Education/Training
General Charitable Purposes
Religious Activities
The Prevention Or Relief Of Poverty

GiG Classification

Jewish religious associations

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 (3)

Gender Split

ABRAHAM KLEIN, Other trusteeships: WISEHEIGHTS LIMITED, CHEVRAS TSEDOKOH LIMITED, SHAAREI RACHAMIM LIMITED, BEIS RUCHEL D'SATMAR (LONDON) LIMITED, KEREN CHOMOH BETZUROH LIMITED, THE PALMTREE FOUNDATION TRUST LIMITED,

JOSHUA STERNLICHT (Chair), Other trusteeships: WISEHEIGHTS LIMITED, THE BETH HAMEDRASH SATMAR TRUST, CHEVRAS TSEDOKOH LIMITED, SHAAREI RACHAMIM LIMITED, PALMCOURT LIMITED, MISHKAN YERUSHULAYIM,

ZELDA STERNLICHT, Occupation: Company Director, Other trusteeships: TRUEDENE CO LIMITED, GERSON BERGER ASSOCIATION LIMITED, SHULEM B. ASSOCIATION LIMITED,

Legal constitution

Charity registered in England & Wales on 07/08/1974, number: 267685

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

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 vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Volunteer management

Filing Record

20 returns made; AR18: 63 days late, AR17: 2 days late, AR16: 46 days late, AR12: 2 days late, AR11: 55 days late, AR10: 0 days late, AR09: 2 days late, AR08: 1 days late, AR07: 3 days late, AR05: 74 days late, AR04: 113 days late,

Main office

NEW BURLINGTON HOUSE
1075 FINCHLEY ROAD
LONDON
NW11 0PU

Objectives

1. FOR SUCH LEGALLY CHARITABLE PURPOSE OR PURPOSES OR LEGALLY CHARITABLE INSTITUTION OR INSTITUTIONS IN THE UNITED KINGDOM AND ELSEWHERE. 2. THE RELIEF OF POVERTY AND THE ADVANCEMENT OF EDUCATION AMONGST PERSONS WHO IN THE OPINION OF THE TRUSTEES ARE OF THE JEWISH FAITH. 3. ADVANCEMENT OF THE JEWISH RELIGION AND THE STUDY OF THE TORAH.

Defined Area of Benefit:

UNITED KINGDOM AND ELSEWHERE

Data Sources