Finance Score: 2

Governance Score: -2

Support Score: 0

Strong growth: +2

Only 3 Trustees: -2

No supporters identified

Overall GiG Score: 0

A W CHARITABLE TRUST

Provides grants to institutions set up to support the needy and to those furthering the Orthodox Jewish Religion and Orthodox Jewish education.

Analysis by Giving is Great

Positives:

This charity has an endowment fund which generates most of its income
There has been strong growth in spending over the last 5 years

Regulatory & Governance issues to consider:

There are only 3 trustees

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		£21,857	£19,889	£1,968	£483	£276,260	£276,260	166.7	0
30/06/22		£16,011	£7,498	£8,513	£2,260	£288,010	£288,010	461	0
30/06/21		£16,431	£13,940	£2,491	£3,048	£297,136	£297,136	255.8	0
30/06/20		£17,076	£9,739	£7,337	£4,036	£255,612	£255,612	315	0
30/06/19		£17,627	£5,509	£12,118	£0	£205,540	£205,540	447.7	0
30/06/18		£17,822	£10,383	£7,439	£0	£177,272	£177,272	204.9	0
30/06/17		£15,024	£8,502	£6,522	£0	£168,986	£168,986	238.5	0
30/06/16		£14,955	£6,117	£8,837	£0	£157,859	£157,859	309.7	0
30/06/15		£12,827	£5,537	£7,290	£167	£123,908	£123,908	268.5	0
30/06/14		£12,765	£9,371	£3,394	£734	£116,472	£116,472	149.1	0
30/06/13		£13,645	£7,807	£5,838	£80	£106,063	£106,063	163	0
30/06/12		£29,666	£8,548	£21,118	£64	£100,205	£100,205	140.7	0
30/06/11	*	£11,693	£8,191	£3,502	£555	£80,684	£80,684	118.2	0
30/06/10		£7,519	£7,459	£60	£230	£73,325	£73,325	118	0
30/06/09	*	£13,985	£6,730	£7,254	£155	£61,711	£61,711	110	0
30/06/08		£10,831	£6,556	£4,275	£95	£54,457	£54,457	99.7	17
30/06/07		£6,789	£5,433	£1,357	£37	£49,007	£49,007	108.2	17
30/06/06		£8,130	£6,656	£1,474	£0	£0	£0	n/a	0
30/06/05	*	£7,409	£6,672	£737	£0	£0	£0	n/a	0
30/06/04		£12,660	£6,792	£5,868	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 19%
Liabilities/Income: 287%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 166.7 months
Net Current Assets/Spending: -2 months
Quick Ratio: 0.8

Asset Split ?

Established: 43 years

01617400116

Charity Commission for England and Wales

Listed activities

Education/Training
General Charitable Purposes
Overseas Aid/Famine Relief
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
Provides buildings/facilities/open space
Sponsors or undertakes research

Where it operates

Gateshead, Manchester City, Salford City, Throughout London,

Who it helps

Other Charities Or Voluntary Bodies
People Of A Particular Ethnic Or Racial Origin

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (3)

SIR WEIS Appointed: 2013, Other trusteeships: NEW MARSTON LIMITED, THE HELPING FOUNDATION,

RABBI AUBREY WEIS, Other trusteeship: THE HELPING FOUNDATION,

RACHEL WEIS, Other trusteeship: THE HELPING FOUNDATION,

Legal constitution

Charity registered in England & Wales on 14/10/1981, number: 283322

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

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

Filing Record

20 returns made; AR11: 1 days late, AR09: 4 days late, AR05: 2 days late,

Main office

66 WATERPARK ROAD
SALFORD
M7 4JL

Objectives

FOR SUCH CHARITABLE PURPOSES OF CHARITABLE INSTITUTIONS AS THE TRUSTEES MAY FROM TIME TO TIME IN THEIR ABSOLUTE DISCRETION DETERMINE.

Defined Area of Benefit:

NOT DEFINED

Data Sources