Finance Score: 0

Governance Score: -2

Support Score: 0

No PartB

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

No supporters identified

Overall GiG Score: -2

THE ARCHIE SHERMAN CARDIFF FOUNDATION

The charity's objects include wide charitable purposes at the discretion of the trustees. There are no restricted or endowment funds. The charity's objects are to generate income from its investment property portfolio in order to make charitable contributions as the trustees sees fit.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

This charity only provides its support via other charities
There are only 3 trustees
The Board composition appears to be rather 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

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		£153	£106	£48	n/a	n/a	n/a	n/a	n/a
05/04/22		£137	£102	£35	n/a	n/a	n/a	n/a	n/a
05/04/21		£144	£90	£54	n/a	n/a	n/a	n/a	n/a
05/04/20		£159	£113	£46	n/a	n/a	n/a	n/a	n/a
05/04/19		£153	£125	£28	n/a	n/a	n/a	n/a	n/a
05/04/18		£132	£116	£16	£0	£0	£0	n/a	0
05/04/17		£166	£178	£-12	£0	£0	£0	n/a	0
05/04/16		£133	£116	£17	£0	£0	£0	n/a	0
05/04/15		£184	£173	£11	£0	£0	£0	n/a	0
05/04/14		£136	£123	£13	£0	£0	£0	n/a	0
05/04/13		£111	£133	£-22	£0	£0	£0	n/a	0
05/04/12		£102	£189	£-87	£0	£0	£0	n/a	0
05/04/11		£142	£183	£-41	£0	£0	£0	n/a	0
05/04/10		£138	£210	£-72	£0	£0	£0	n/a	0
05/04/09		£177	£213	£-35	£0	£0	£0	n/a	0
05/04/08		£165	£182	£-17	£0	£0	£0	n/a	0
05/04/07	*	£152	£179	£-26	£0	£0	£0	n/a	0
05/04/06	*	£162	£165	£-3	£0	£0	£0	n/a	0
05/04/05	*	£153	£238	£-86	£0	£0	£0	n/a	0
05/04/04	*	£140	£219	£-80	£0	£0	£0	n/a	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 48 years

trust@sherman.co.uk

02074931904

Charity Commission for England and Wales

Listed activities

Disability
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 Organisations

Where it operates

Throughout England And Wales,

Who it helps

Other Charities Or Voluntary Bodies

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (3)

Current Trustees appointed

Gender Split

ALLAN HENRY SIMON MORGENTHAU Appointed: 2017, Other trusteeships: THE ARCHIE SHERMAN CHARITABLE TRUST, THE BRITISH FRIENDS OF THE JAFFA INSTITUTE, THE DIANA AND ALLAN MORGENTHAU CHARITABLE TRUST,

MICHAEL JOSEPH GEE Appointed: 2017, Other trusteeships: THE ARCHIE SHERMAN CHARITABLE TRUST, THE JACQUELINE AND MICHAEL GEE CHARITABLE TRUST,

MRS R FREEDMAN Appointed: 2017, Other trusteeship: THE ARCHIE SHERMAN CHARITABLE TRUST,

Legal constitution

Charity registered in England & Wales on 27/10/1976, number: 272225

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 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; AR07: 1 days late, AR06: 1 days late, AR05: 6 days late, AR04: 54 days late,

Main office

274a
Kentish Town Road
LONDON
NW5 2AA

Objectives

TO OR TOWARDS OR FOR THE BENEFIT OR IN FURTHERANCE OF SUCH CHARITABLE PURPOSES, CHARITABLE INSTITUTIONS OR CHARITABLE FOUNDATION IN THE SCHEDULED TERRITORIES (UNITEDS KINGDOM OF GREAT BRITAIN AND NORTHERN IRELAND, CANADA, AUSTRALIA, NEW ZEALAND, PAKISTAN, CEYLON, UNION OF SOUTH AFRICA, REPUBLIC OF INDIA, STATE OF ISRAEL, UNITED STATES OF AMERICA AND ANY OTHER TERRITORIES FORMING PART OF THE BRITISH COMMONWEALTH AND EMPIRE OF WHICH THE QUEEN IS THE RECOGNISED HEAD) AND IN SUCH MANNER AND IN SUCH PROPORTIONS AS THE TRUSTEES MAY FROM TIME TO TIME IN THEIR DEISCRETION DETERMINE.

Defined Area of Benefit:

SEE OBJECTS

Data Sources