Finance Score: 2

Governance Score: -8

Support Score: 0

Poor Liquidity: -1
Good Reserves: +1Spending falling: -1
Fundraising costs low: +3

Very static board: -5
All male board: -3

No supporters identified

Overall GiG Score: -6

BEROSA CHARITY LIMITED

The charity's objectives are to promote the advancement of religion in accordance with the orthodox Jewish faith, the relief of poverty and for such other purposes as are recognised by English Law as charitable. The Charity was dormant throughout the year.

Analysis by Giving is Great

Positives:

Fundraising costs are unusually low relative to funds raised

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return
This charity only provides its support via other charities
The Board is completely male
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
Spending has fallen significantly over the last 5 years relative to the previous period

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
30/06/23		£800	£5	£795	£0	£910	£910	2120.9	0
30/06/22	*	£0	£1	£-1	n/a	n/a	n/a	n/a	n/a
30/06/21	*	£3	£402	£-398	n/a	n/a	n/a	n/a	n/a
30/06/20		£24	£161	£-137	n/a	n/a	n/a	n/a	n/a
30/06/19		£37	£325	£-288	n/a	n/a	n/a	n/a	n/a
30/06/18		£46	£3	£43	£0	£0	£0	n/a	0
30/06/17		£55	£0	£54	£0	£0	£0	n/a	0
30/06/16		£33	£0	£32	£0	£0	£0	n/a	0
30/06/15		£0	£0	£0	£0	£0	£0	n/a	0
30/06/14		£0	£0	£0	£0	£0	£0	n/a	0
30/06/13	*	£700	£0	£700	£0	£700	£700	44909.5	0
30/06/12		£0	£0	£0	£0	£0	£0	n/a	0
30/06/11		£0	£0	£0	n/a	n/a	n/a	n/a	n/a
30/06/10		£0	£0	£0	£0	£0	£0	n/a	0
30/06/09		£0	£0	£0	£0	£0	£0	n/a	0
30/06/08		£15	£754	£-738	£0	£0	£0	n/a	0
30/06/07	*	£649	£14	£635	£0	£739	£739	614.9	0
30/06/06		£66	£66	£0	£0	£0	£0	n/a	0
30/06/05	*	£68	£68	£0	£0	£0	£0	n/a	0
30/06/04	*	£20	£20	£0	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0.2%
Fundraising Costs/Total Spending: 33.8%
Highest pay band: Less than £60,000
Liabilities/Assets: 40%
Liabilities/Income: 75%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 2120.9 months
Net Current Assets/Spending: -1374 months
Quick Ratio: 0

Asset Split ?

Established: 43 years

02087310777

Charity Commission for England and Wales

Listed activities

Education/Training
General Charitable Purposes
Religious Activities
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
Other charitable activities

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 (4)

Current Trustees appointed

Gender Split

Age Range of Trustees: 50-75

MR B BARD Appointed: 1993, Occupation: Director, Other trusteeships: TAGMARSH CHARITY LIMITED, FRIENDS OF MOSDOS BELZ MACHNOVKA, CMSB CHARITABLE TRUST,

ROBERT BERKOVITS Appointed: 1980, Occupation: Company Director, Other trusteeships: FRIENDS OF TOLDOS AVROHOM YITZCHOK, THE MA'OS YESOMIM CHARITABLE TRUST, THE WINEBURG FOUNDATION,

SHALOM ERVIN BERKOVITS Appointed: 2007, Occupation: Company Director, Other trusteeships: TAGMARSH CHARITY LIMITED, THE WINEBURG FOUNDATION,

SIDNEY SAMUEL SINITSKY Appointed: 1993, Occupation: Salesman, Other trusteeships: TAGMARSH CHARITY LIMITED, YESODEY HATORAH NURSERY, THE MA'OS YESOMIM CHARITABLE TRUST, YESODEY HATORAH TRUST, YHS TRUST, S & J CHARITABLE TRUST, SIDE BY SIDE (CHILDREN) LIMITED,

Legal constitution

Charitable company registered in England & Wales on 08/12/1980, number: 281296
Registered at Companies House on 15/08/1980, number: 01512666

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
Risk management
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; AR22: 2 days late, AR21: 2 days late, AR13: 27 days late, AR07: 1 days late, AR05: 210 days late, AR04: 60 days late,

Main office

NEW BURLINGTON HOUSE
1075 FINCHLEY ROAD
LONDON
NW11 0PU

Objectives

1. THE ADVANCEMENT OF RELIGION IN ACCORDANCE WITH THE ORTHODOX JEWISH FAITH. 2. THE RELIEF OF POVERTY AND 3. FOR SUCH OTHER PURPOSES AS ARE RECOGNISED BY ENGLISH LAW AS CHARITABLE.

Defined Area of Benefit:

NOT DEFINED

Data Sources