Finance Score: -2

Governance Score: 3

Support Score: 0

Multiple Deficits: -2
No PartB

Gender balanced board: +3

No supporters identified

Overall GiG Score: 1

THE DANIEL FALKNER CHARITABLE TRUST

Mainly provides academic support for individuals and research institutions. In addition, the trustees give grants to other charitable organisations with non scientific objects.

Analysis by Giving is Great

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
On several occasions in recent years income has been less than spending

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
05/04/23	*	£43	£38	£5	n/a	n/a	n/a	n/a	n/a	0
05/04/22		£33	£95	£-62	n/a	n/a	n/a	n/a	n/a	0
05/04/21		£42	£66	£-23	n/a	n/a	n/a	n/a	n/a	0
05/04/20		£33	£18	£15	n/a	n/a	n/a	n/a	n/a	4
05/04/19		£30	£56	£-26	n/a	n/a	n/a	n/a	n/a	3
05/04/18		£41	£36	£5	£0	£0	£0	n/a	0	0
05/04/17		£36	£53	£-17	£0	£0	£0	n/a	0	0
05/04/16		£30	£96	£-66	£0	£0	£0	n/a	0	0
05/04/15		£23	£116	£-94	£0	£0	£0	n/a	0	0
05/04/14		£21	£61	£-40	£0	£0	£0	n/a	0	0
05/04/13		£21	£36	£-15	£0	£0	£0	n/a	0	0
05/04/12		£31	£54	£-23	£0	£0	£0	n/a	0	0
05/04/11		£889	£31	£858	£2	£1,039	£1,039	404.1	0	0
05/04/10		£7	£28	£-21	£0	£0	£0	n/a	0	0
05/04/09	*	£37	£12	£25	£0	£0	£0	n/a	0	0
06/04/08	*	£7	£9	£-2	£0	£0	£0	n/a	0	0
06/04/07		£6	£15	£-9	£0	£0	£0	n/a	0	0
06/04/06?	*	£6	£13	£-6	£0	£0	£0	n/a	0	0
06/04/04		£7	£9	£-2	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 45 years

02087317172

Charity Commission for England and Wales

Listed activities

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

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Sponsors or undertakes research

Where it operates

Israel, Throughout London,

Who it helps

Children/Young People
Other Charities Or Voluntary Bodies

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (4)

Gender Split

ANN BERGER, Occupation: Company Director, Other trusteeship: BEN GURION UNIVERSITY FOUNDATION,

GEOFFREY DAVID BERGER FCA

RACHAEL JANE BERGER Appointed: 2018

ROBERT DAVID CRAIG LLM, AKC Appointed: 1978, Other trusteeships: JEWISH ASSOCIATION FOR THE PHYSICALLY HANDICAPPED, THE LANSDOWNE CHARITABLE TRUST, C B TRUST, THE PANTON TRUST, THE NINA AND ROGER STEWART CHARITABLE TRUST, THE HENRY AND SUZANNE DAVIS FOUNDATION, THE DENTON MEMORIAL TRUST, THE CAMEO FOUNDATION, THE GUSTAV METZGER FOUNDATION, THE ABINGER GREEN CIO, THE N. DRUCKER CHARITABLE TRUST,

Legal constitution

Charity registered in England & Wales on 26/01/1979, number: 277141

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
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Safeguarding policy and procedures
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

19 returns made; AR23: 64 days late, AR09: 0 days late, AR08: 2 days late, AR06: 240 days late,

Recent reorganisation events:

Asset transfer in from THE GEOFFREY BERGER CHARITABLE TRUST on 16/03/2023

Main office

177 Hampstead Way
LONDON
NW11 7YA

Objectives

TO SUCH CHARITIES OR FOR SUCH CHARITABLE PURPOSES AND IN SUCH PROPORTIONS AND IN SUCH MANNER AND SUBJECT TO SUCH TERMS AND CONDITIONS AS THE TRUSTEES MAY FROM TIME TO TIME AT THEIR UNCONTROLLED DISCRETION DETERMINE.

Defined Area of Benefit:

NOT DEFINED

Data Sources