Finance Score: -8

Governance Score: -12

Support Score: 0

Accounts overdue -5
Strong growth: +2
Volatile income & significant deficit in latest year: -5
No PartB

No conflicts policy: -1
2 Trustees: -2
Very static board: -5
All male board: -3

No supporters identified

Overall GiG Score: -20

THE RUTH AND JACK LUNZER CHARITABLE TRUST

General charitable purposes

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years
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 is completely male
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		£16	£57	£-41	n/a	n/a	n/a	n/a	n/a
05/04/21		£13	£5	£9	n/a	n/a	n/a	n/a	n/a
05/04/20		£20	£6	£14	n/a	n/a	n/a	n/a	n/a
05/04/19		£167	£6	£161	n/a	n/a	n/a	n/a	n/a
05/04/18	*	£38	£10	£28	£0	£0	£0	n/a	0
05/04/17		£25	£9	£16	£0	£0	£0	n/a	0
05/04/16		£7	£6	£0	£0	£0	£0	n/a	0
05/04/15		£37	£37	£0	£0	£0	£0	n/a	0
05/04/14		£27	£27	£0	£0	£0	£0	n/a	0
05/04/13		£43	£37	£6	£0	£0	£0	n/a	0
05/04/12		£56	£58	£-2	£0	£0	£0	n/a	0
05/04/11		£41	£41	£0	£0	£0	£0	n/a	0
05/04/10		£51	£52	£-1	£0	£0	£0	n/a	0
05/04/09		£76	£75	£0	£0	£0	£0	n/a	0
05/04/08		£60	£60	£0	£0	£0	£0	n/a	0
05/04/07		£54	£53	£1	£0	£0	£0	n/a	0
05/04/06	*	£55	£56	£-1	£0	£0	£0	n/a	0
05/04/05		£54	£56	£-2	£0	£0	£0	n/a	0
05/04/04	*	£43	£42	£1	£0	£0	£0	n/a	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 46 years

mpaisner@phb.co.uk

02034002356

Charity Commission for England and Wales

Listed activities

Education/Training
Religious Activities
The Advancement Of Health Or Saving Of Lives

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Organisations

Where it operates

Throughout England And Wales,

Who it helps

Children/Young People
Elderly/Old People
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

DAVID GERARD GOLDBERG Appointed: 2015

MARTIN PAISNER CBE MA LLM Appointed: 1978, Other trusteeships: TRUSTEES OF THE LONDON CLINIC LIMITED, THE STELLA AND ALEXANDER MARGULIES CHARITABLE TRUST, THE WOLFSON FAMILY CHARITABLE TRUST, THE BLUSTON CHARITABLE SETTLEMENT, THE LILY AND MARCUS SIEFF CHARITABLE TRUST, THE SIR SIGMUND STERNBERG CHARITABLE FOUNDATION, THE PHILLIPS AND RUBENS CHARITABLE TRUST, FRIENDS OF THE ISRAEL CANCER ASSOCIATION, THE SYBIL SHINE MEMORIAL TRUST, THE ADRIENNE AND LESLIE SUSSMAN CHARITABLE TRUST, THE PAISNER CHARITABLE TRUST, THE DENISE COHEN CHARITABLE TRUST, THE TRUST FOR THE STUDY OF SOCIAL TRAUMA AND THE CARE AND TREATMENT OF SURVIVORS, MORRIS LEIGH FOUNDATION, THE BARNETT AND SYLVIA SHINE NO 2 CHARITABLE TRUST, THE SCHMIDT-BODNER CHARITABLE TRUST, THE SHIRLEY YOUNG CHARITABLE TRUST, THE ADLER TRUST, THE CISSIE ROSEFIELD CHARITABLE TRUST, THE STUART YOUNG FOUNDATION, THE POTEL CHARITABLE TRUST, THE AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE (UK ) TRUST, THE LATCHMAN FAMILY CHARITABLE TRUST, OHEL SARAH UK, HADASSAH MEDICAL RELIEF ASSOCIATION U.K., JANET WOLFSON DE BOTTON CHARITABLE TRUST, TEALE CHARITABLE TRUST, NEW ISRAEL FUND, THE ROSENBLATT FAMILY CHARITABLE TRUST, YONI JESNER FOUNDATION, THE PETER CRUDDAS FOUNDATION, DEVONSHIRE STREET CHARITABLE FOUNDATION, SHAARE ZEDEK UK, THE BRITISH LIBRARY TRUST, WORCESTER COLLEGE OXFORD ENDOWMENT TRUST, THE MARCUS MARGULIES CHARITABLE TRUST, THE MAURICE AND VIVIENNE WOHL PHILANTHROPIC FOUNDATION,

Legal constitution

Charity registered in England & Wales on 31/07/1978, number: 276201

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

19 returns made; AR18: 6 days late, AR06: 1 days late, AR04: 21 days late,

Main office

PAYNE HICKS BEACH
10 NEW SQUARE
LONDON
WC2A 3QG

Objectives

TO APPLY TRUST FUND BOTH AS TO CAPITAL AND INCOME THEREOF TO OR TOWARDS OR FOR THE BENEFIT OR IN FURTHERANCE OF SUCH CHARITABLE PURPOSES OR CHARITABLE INSTITUTIONS IN SUCH PROPORTION AND MANNER AS THE TRUSTEES SHALL IN THEIR ABSOLUTE DISCRETION FROM TIME TO TIME THINK FIT.

Defined Area of Benefit:

NOT DEFINED

Data Sources