Finance Score: -7

Governance Score: 3

Support Score: 0

Accounts filed more than 5 days late: -5 times
Multiple Deficits: -2
No PartB

Gender balanced board: +3

No supporters identified

Overall GiG Score: -4

THE FINEMAN TRUST

DONATIONS TO A RANGE OF CHARITIES , PREDOMINANTLY MEDICAL, CHILDREN AND JEWISH

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
Accounts have been filed late on 5 occasions over the last 5 years and the current period appears to have been extended
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
05/04/23	*	£18	£28	£-10	n/a	n/a	n/a	n/a	n/a
05/04/22	*	£19	£28	£-8	n/a	n/a	n/a	n/a	n/a
05/04/21	*	£19	£25	£-5	n/a	n/a	n/a	n/a	n/a
05/04/20	*	£18	£18	£1	n/a	n/a	n/a	n/a	n/a
05/04/19	*	£18	£18	£0	n/a	n/a	n/a	n/a	n/a
05/04/18	*	£70	£75	£-5	£0	£0	£0	n/a	0
05/04/17	*	£19	£24	£-5	£0	£0	£0	n/a	0
05/04/16	*	£23	£18	£5	£0	£0	£0	n/a	0
05/04/15	*	£21	£27	£-6	£0	£0	£0	n/a	0
05/04/14	*	£22	£20	£2	£0	£0	£0	n/a	0
05/04/13	*	£22	£17	£5	£0	£0	£0	n/a	0
05/04/12	*	£21	£14	£7	£0	£0	£0	n/a	0
05/04/11	*	£59	£65	£-6	£0	£0	£0	n/a	0
05/04/10	*	£21	£22	£-1	£0	£0	£0	n/a	0
05/04/09	*	£26	£21	£5	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 43 years

07836656543

Charity Commission for England and Wales

Listed activities

Animals
Arts/Culture/Heritage/Science
Disability
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes
Overseas Aid/Famine Relief
Religious Activities
The Advancement Of Health Or Saving Of Lives

GiG Classification

Grant-making foundations

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)

Current Trustees appointed

Gender Split

JAMES HARRY FINEMAN Appointed: 2020

PETER JULIAN FINEMAN Appointed: 2011, Other trusteeships: CORAL SAMUEL CHARITABLE TRUST, MINDFUL,

SARAH ELIZABETH FINEMAN Appointed: 2011, Other trusteeship: CORAL SAMUEL CHARITABLE TRUST,

Legal constitution

Charity registered in England & Wales on 06/07/1981, number: 282796

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Investing charity funds policy and procedures
Safeguarding policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

15 returns made; AR23: 42 days late, AR22: 93 days late, AR21: 90 days late, AR20: 455 days late, AR19: 821 days late, AR18: 8 days late, AR17: 51 days late, AR16: 153 days late, AR15: 67 days late, AR14: 148 days late, AR13: 172 days late, AR12: 66 days late, AR11: 97 days late, AR10: 141 days late, AR09: 506 days late,

Main office

BARROW STREET HOUSE
BARROW STREET
MERE
WARMINSTER
BA12 6AB

Objectives

TO PAY OR APPLY THE INCOME OF THE TRUST FUND AND ALSO SO MUCH OF THE CAPITAL OF THE TRUST FUND AS THE TRUSTEES MAY IN THEIR ABSOLUTE DISCRETION THINK FIT TO SUCH CHARITIES OR FOR SUCH CHARITABLE PURPOSES AND IN SUCH MANNER AND SUBJECT TO SUCH TERMS AND CONDITIONS AS THE TRUSTEES SHALL DETERMINE.

Defined Area of Benefit:

NOT DEFINED

Data Sources