Finance Score: -6

Governance Score: 1

Support Score: 0

Excess reserves: -5
Strong growth: +2
Fundraising costs high: -3

Only 3 Trustees: -2
Gender balanced board: +3

No supporters identified

Overall GiG Score: -5

LONIA LIMITED

The provision and distribution of grants and donations to further its objectives.

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return
There are only 3 trustees

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £46,490,936 available, equivalent to 156 months of spending and so may not be able to utilise additional funding
Fundraising costs are high relative to funds raised

Established: 43 years

02089867221

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	Staff
31/03/23		£3,573	£3,584	£-11	£0	£46,491	£46,491	155.7	0
31/03/22		£1,957	£2,606	£-650	£0	£37,732	£37,732	173.7	0
31/03/21		£2,059	£2,362	£-303	£0	£38,988	£0	n/a	0
31/03/20		£1,890	£2,521	£-630	£0	£39,367	£39,367	187.4	0
31/03/19		£1,926	£1,798	£129	£0	£43,743	£43,743	292	0
31/03/18		£1,786	£1,651	£135	£0	£43,672	£43,672	317.3	0
31/03/17		£2,521	£1,625	£896	£0	£49,882	£49,882	368.4	0
31/03/16		£1,744	£1,524	£220	£0	£51,373	£51,373	404.5	0
31/03/15		£1,939	£1,283	£656	£4	£50,729	£50,729	474.4	3
31/03/14		£3,373	£1,522	£1,851	£4	£38,463	£38,463	303.3	3
31/03/13		£2,863	£1,369	£1,494	£122	£36,150	£36,150	316.9	3
31/03/12		£3,734	£2,314	£1,420	£131	£34,656	£34,656	179.7	3
31/03/11	*	£3,719	£3,261	£459	£138	£33,236	£33,236	122.3	3
31/03/10		£4,811	£2,556	£2,256	£223	£36,126	£36,126	169.6	3
31/03/09		£2,351	£2,324	£28	£228	£35,132	£35,132	181.4	3
31/03/08		£1,887	£2,210	£-323	£184	£37,893	£37,893	205.8	0
31/03/07	*	£2,075	£2,487	£-412	£189	£41,258	£41,258	199.1	2
31/03/06	*	£3,532	£2,251	£1,281	£0	£0	£0	n/a	0
31/03/05	*	£2,995	£1,861	£1,134	£0	£0	£0	n/a	0
31/03/04	*	£3,833	£2,010	£1,823	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 29.6%
Fundraising Costs/Total Spending: 10.6%
Highest pay band: Less than £60,000
Liabilities/Assets: 22%
Liabilities/Income: 357%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 155.7 months
Net Current Assets/Spending: 59 months
Quick Ratio: 3.2

Asset Split ?

Listed activities

Disability
Economic/Community Development/Employment
Education/Training
General Charitable Purposes
Overseas Aid/Famine Relief
Religious Activities
The Prevention Or Relief Of Poverty

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Throughout England And Wales,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People Of A Particular Ethnic Or Racial Origin
People With Disabilities

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (3)

Gender Split

Age Range of Trustees: 57-81

JACOB ISRAEL KRAUS Appointed: 2020, Occupation: Director

MIRIAM KRAUS, Occupation: Director

MR MOSES KENNEDY, Occupation: None

Legal constitution

Charitable company registered in England & Wales on 28/04/1981, number: 282336
Registered at Companies House on 18/02/1981, number: 01546254

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
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; AR11: 52 days late, AR07: 111 days late, AR06: 156 days late, AR05: 289 days late, AR04: 124 days late,

Main office

C/O 8 MILLFIELDS ROAD
LONDON
E5 0SB

Objectives

(1) THE ADVANCEMENT OF RELIGION IN ACCORDANCE WITH THE ORTHODOX JEWISH FAITH. (2) THE RELIEF OF POVERTY.

Defined Area of Benefit:

NOT DEFINED

Data Sources