Finance Score: -5
Governance Score: -4
Support Score: 0
  • Poor Liquidity: -1
  • Good Reserves: +1Fundraising costs high: -5
  • Only 3 Trustees: -2
  • Very static board: -5
  • Gender balanced board: +3
  • No supporters identified
Overall GiG Score: -9 ?

DINA PERELMAN TRUST LIMITED 

The charity's principle activity throughout the year was the provision and distribution of donations and grants to charities. The charity aims to maximise it's grants and donations on an annual basis.
Analysis by Giving is Great

Positives:

  • Spending has increased over the last 3 years relative to the previous period
  • There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

  • There are only 3 trustees
  • The Board composition appears to be very static

Financial issues to consider:

  • Liquidity appears to have been slender at the latest year end but very substantial unrestricted reserves are available
  • Fundraising costs are extremely high relative to funds raised

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 Volun-
teers
31/03/23£1,239£1,322£-83£0£11,202£11,202101.700
31/03/22£1,103£1,180£-78£0£9,610£9,61097.700
31/03/21£1,101£1,169£-68£0£9,799£9,799100.600
31/03/20£1,103£1,178£-74£0£9,677£9,67798.600
31/03/19£1,153£1,155£-2£0£9,424£9,42497.900
31/03/18£1,437£973£464£0£9,426£9,426116.300
31/03/17£1,096£1,171£-75£0£8,961£8,96191.800
31/03/16£896£871£25£0£4,072£4,07256.100
31/03/15£956£923£33£11£3,477£3,47745.200
31/03/14£645£877£-233£10£2,946£2,94640.300
31/03/13£627£953£-326£10£2,931£2,93136.900
31/03/12£674£776£-102£10£3,258£3,25850.400
31/03/11*£877£1,049£-172£10£3,359£3,35938.410
31/03/10*£779£678£102£9£3,532£3,53262.500
31/03/09£617£682£-65£182£3,431£3,43160.400
31/03/08*£596£987£-392£258£3,043£3,0433700
31/03/07£711£822£-111£178£3,434£3,43450.100
31/03/06£1,235£679£556£0£0£0n/a00
31/03/05*£512£598£-87£0£0£0n/a00
31/03/04*£432£963£-531£0£0£0n/a00

Financial Ratios
Fundraising Costs/Relevant Income: 67.7%
Fundraising Costs/Total Spending: 20.5%
Highest pay band: Less than £60,000
Liabilities/Assets: 38%
Liabilities/Income: 551%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 101.7 months
Net Current Assets/Spending: -32 months
Quick Ratio: 0
Asset Split ?
Established: 47 years

02088092345

Charity Commission for England and WalesCompanies House
UN SDGs
?
Listed activities
  • Education/Training
  • General Charitable Purposes
  • Religious Activities
  • 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
  • People Of A Particular Ethnic Or Racial Origin

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (3)
Current Trustees appointed
Gender Split

Legal constitution
  • Charitable company registered in England & Wales on 07/09/1977, number: 274165
  • Registered at Companies House on 04/02/2021, number: 13179121
Gift Aid
  • 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 conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
Filing Record
20 returns made; AR11: 2 days late, AR10: 1 days late, AR08: 0 days late, AR05: 1 days late, AR04: 1 days late,
Main office

30 OVERLEA ROAD
LONDON
E5 9BG

Objectives

FURTHERANCE OF THE JEWISH RELIGION AND JEWISH RELIGIOUS EDUCATION. (FOR FURTHER DETAILS SEE GOVERNING INSTRUMENT).

Defined Area of Benefit:

NOT DEFINED

Data Sources

Charity Commission for England and Wales
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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