Finance Score: 3

Governance Score: -1

Support Score: 1

Poor Liquidity: -1
Reasonable growth: +1
Fundraising costs low: +3

Only 4 Trustees: -1

Grant maker support: +1

Overall GiG Score: 3

THE BEIS MALKA TRUST

TO ADVANCE THE EDUCATION OF CHILDREN AND YOUNG PEOPLE AGED 3 MONTH - 16 YEARS FROM THE JEWISH COMMUNITY BY PROVIDING AN EDUCATIONAL FRAMEWORK WHICH COMPLIES WITH STANDARDS IDENTIFIED BY THE DEPARTMENT FOR CHILDREN AND FAMILIES (DFES)TO ADVANCE THE EDUCATION OF THE PUPILS AT BEIS MALKA NURSERY AND SCHOOL BY PROVIDING AND ASSISTING IN THE PROVISION OF FACILITIES BEYOND THAT WHICH IS REQUIRED

Analysis by Giving is Great

Positives:

There has been reasonable growth in spending over the last 3 years relative to the previous period
There have been no material income shortfalls in recent years
Fundraising costs are unusually low relative to funds raised
A significant proportion of recent income was derived from major grant makers including the Government

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return
One or more trustees receive payments or benefits from the charity for providing services to the charity
There are only 4 trustees

Financial issues to consider:

Liquidity appears to have been slender at the latest year end
There has been a change of accounting period recently, so trends may be hard to determine

Financial Data ?

Income & Spending ?

N.B. data has been adjusted to reflect year end change

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
30/06/23?		£3,964	£3,846	£117	£29	£244	£236	0.7	295	25
31/03/22		£2,566	£2,787	£-221	£18	£126	£114	0.5	289	25
31/03/21		£2,754	£2,646	£108	£14	£347	£16	0.1	264	27
31/03/20		£2,657	£2,704	£-48	£23	£239	£133	0.6	249	25
31/03/19		£2,426	£2,225	£201	£31	£286	£166	0.9	201	22
31/03/18	*	£1,915	£2,044	£-129	£5	£85	£22	0.1	185	0
31/03/17	*	£1,581	£1,871	£-290	£4	£214	£194	1.2	189	0
31/03/16	*	£1,372	£1,629	£-257	£7	£504	£480	3.5	194	0
31/03/15		£1,383	£1,246	£137	£57	£760	£731	7	125	0
31/03/14	*	£1,076	£983	£93	£28	£623	£623	7.6	45	0
31/03/13	*	£721	£695	£26	£13	£523	£523	9	43	0
31/03/12		£660	£621	£39	£34	£497	£497	9.6	37	0
31/03/11	*	£627	£588	£39	£7	£458	£458	9.4	70	0
31/03/10	*	£596	£573	£22	£16	£419	£419	8.8	70	0
31/03/09	*	£589	£556	£33	£18	£397	£397	8.6	70	0
31/03/08	*	£897	£1,005	£-108	£24	£364	£364	4.3	89	0
31/03/07	*	£1,115	£1,317	£-201	£15	£472	£472	4.3	75	0
31/03/06	*	£539	£403	£136	£0	£0	£0	n/a	0	0
31/03/05	*	£377	£383	£-6	£0	£0	£0	n/a	0	0
31/03/04	*	£375	£368	£8	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 1.5%
Fundraising Costs/Total Spending: 0.8%
Highest pay band: Less than £60,000
Liabilities/Assets: 75%
Liabilities/Income: 23%
Unrestricted Funds/Total Funds: 97%
Reserves/Spending: 0.7 months
Net Current Assets/Spending: -1 months
Quick Ratio: 0.1

Asset Split ?

Established: 42 years

admin@beismalka.com

020 8806 2070

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

Education support services

How it operates

Provides services

Where it operates

Throughout England And Wales,

Who it helps

Children/Young People

Who works here?

295 employees
25 volunteers

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
National Lottery Community Fund - Together We Will Survive!
£9,994	15/05/2020 4	The funding will be used to deliver an emergency response project for children (aged 6 -12) from the Orthodox Jewish Community including a dedicated helpline and guidance from therapists and ....more The funding will be used to deliver an emergency response project for children (aged 6 -12) from the Orthodox Jewish Community including a dedicated helpline and guidance from therapists and activities to relieve boredom.
National Lottery Community Fund - BIG BAKE GIVEAWAY
£9,930	04/06/2018 12	The funding will be used to deliver an intergenerational baking project that is designed to engage older people who live in sheltered accommodation. The project aims to address issues surrounding ....more The funding will be used to deliver an intergenerational baking project that is designed to engage older people who live in sheltered accommodation. The project aims to address issues surrounding social isolation.
National Lottery Community Fund - Happy Play
£9,961	25/01/2017 12	This project will install a purpose-built playground, providing outdoor play and exercise for local children in an area lacking play facilities.
Sport England - Primary Spaces
£29,977	09/07/2014	Funding under Sport England's Primary Spaces funding programme for a Capital project titled 'Primary Spaces'. This project is a Sport participation and capacity building project, with a focus on ....more Funding under Sport England's Primary Spaces funding programme for a Capital project titled 'Primary Spaces'. This project is a Sport participation and capacity building project, with a focus on younger beneficiaries. This funding has contributed towards a MUGA - MUGA (Informal Recreation)

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (4)

BENZION HOPFSTATTER

AVROHOM SIMCHA TAUB, Other trusteeship: BM ASSET MANAGEMENT LIMITED,

JEHUDA BLEICHFELD Appointed: 2015, Other trusteeship: KESHER NAFSHI EUROPE,

ARON GROSSMAN, Other trusteeships: BM ASSET MANAGEMENT LIMITED, JEWISH TRAINING ACADEMY FOR GIRLS (JTAG) LTD,

Legal constitution

Charity registered in England & Wales on 10/05/1982, number: 284447

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Ofsted (Office For Standards In Education)

Policies in force

Bullying and harassment policy and procedures
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
Paying staff
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
Volunteer management

Filing Record

20 returns made; AR18: 1 days late, AR17: 2 days late, AR16: 2 days late, AR14: 1 days late, AR13: 1 days late, AR11: 25 days late, AR10: 390 days late, AR09: 530 days late, AR08: 279 days late, AR07: 113 days late, AR06: 492 days late, AR05: 182 days late, AR04: 249 days late,

Main office

93 ALKHAM ROAD
LONDON
N16 6XD

Objectives

SUCH ONE OR MORE CHARITIES CHARITABLE INSTITUTIONS OR CHARITABLE PURPOSES IN ANY PART OF THE WORLD IN SUCH SHARES AND IN SUCH MANNER AS THE TRUSTEES IN THEIR DISCRETION MAY FROM TIME TO TIME DETERMINE.

Defined Area of Benefit:

WORLDWIDE

Data Sources