Finance Score: -6

Governance Score: 3

Support Score: 0

Excess reserves: -5
Spending falling: -1

Gender balanced board: +3

No supporters identified

Overall GiG Score: -3

THE SOBELL FOUNDATION

The Sobell Foundation is a grant-making trust. Funding is generally restricted to charities working in the following fields: Medical care & treatment, care & education for physically & mentally disabled adults & children, homelessness & care and support for the elderly & children from disadvantaged backgrounds. In Israel only the trustees support coexistence & immigrant absorption projects .

Analysis by Giving is Great

Positives:

This charity has an endowment fund which generates all of its income
The Board appears to be well diversified in terms of gender

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £57,979,332 available, equivalent to 179 months of spending and so may not be able to utilise additional funding
Spending has fallen significantly over the last 5 years relative to the previous period

Established: 47 years

www.sobellfoundation.org.uk

enquiries@sobellfoundation.org.uk

020 8922 9097

Charity Commission for England and Wales

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
05/04/23		£941	£3,890	£-2,949	£0	£57,979	£57,979	178.9
05/04/22		£699	£4,027	£-3,328	£0	£64,163	£64,163	191.2
05/04/21		£1,889	£1,939	£-50	£0	£63,493	£63,493	393
05/04/20		£1,371	£6,008	£-4,638	£0	£54,983	£54,983	109.8
05/04/19		£1,947	£8,674	£-6,727	£0	£65,298	£65,298	90.3
05/04/18		£2,273	£7,258	£-4,986	£0	£67,754	£67,754	112
05/04/17		£1,995	£6,374	£-4,379	£0	£72,451	£72,451	136.4
05/04/16	*	£1,972	£9,066	£-7,094	£0	£67,094	£67,094	88.8
05/04/15		£1,973	£4,696	£-2,722	£49	£72,225	£72,225	184.6
05/04/14		£2,100	£5,219	£-3,119	£52	£68,246	£68,246	156.9
05/04/13		£1,955	£3,694	£-1,739	£48	£69,253	£69,253	224.9
05/04/12	*	£1,954	£3,721	£-1,766	£50	£63,266	£63,266	204.1
05/04/11		£1,679	£4,072	£-2,393	£52	£63,519	£63,519	187.2
05/04/10		£2,052	£3,467	£-1,416	£47	£62,681	£62,681	216.9
05/04/09		£2,147	£2,657	£-510	£53	£49,074	£49,074	221.6
05/04/08		£2,949	£4,547	£-1,598	£47	£59,411	£59,411	156.8
05/04/07		£2,441	£3,143	£-702	£43	£63,658	£63,658	243
05/04/06		£2,368	£3,379	£-1,011	£0	£0	£0	n/a
05/04/05		£2,278	£2,066	£212	£0	£0	£0	n/a
05/04/04	*	£1,666	£2,356	£-690	£0	£0	£0	n/a

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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: 5%
Liabilities/Income: 333%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 178.9 months
Net Current Assets/Spending: -5 months
Quick Ratio: 0.1

Asset Split ?

Listed activities

Disability
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

How it operates

Makes Grants to Organisations

Where it operates

Israel, Throughout England And Wales,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People With Disabilities

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

ANDREA GAIE SCOULLER

DEBORAH SOBEL Appointed: 2017, Other trusteeship: THE LEWIS FAMILY CHARITABLE TRUST,

JEROME HUMPHREY ANDRE LACROIX Appointed: 2017

JULIAN MICHAEL EDWARD LEE Appointed: 2017, Other trusteeship: MRS A G SCOULLER'S CHARITABLE SETTLEMENT,

KARIS ANN LACROIX Appointed: 2017

SEBASTIAN GASKELL LEE Appointed: 2017

SUSAN GINA LACROIX, Other trusteeship: THE WEINSTOCK FUND,

Legal constitution

Charity registered in England & Wales on 03/10/1977, number: 274369

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
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
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; AR16: 5 days late, AR12: 0 days late, AR04: 18 days late,

Main office

PO Box 5402
WINCANTON
BA9 0BH

Objectives

FOR SUCH CHARITABLE PURPOSES OR OBJECTS IN SUCH PROPORTIONS AND MANNER AS THE TRUSTEES SHALL FROM TIME TO TIME THINK FIT.

Defined Area of Benefit:

NOT DEFINED

Data Sources