Finance Score: 3

Governance Score: -5

Support Score: 0

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

Only 3 Trustees: -2
All male board: -3

No supporters identified

Overall GiG Score: -2

BRITISH FRIENDS OF THE RABBI MEIR BAAL HANESS CHARITY (KOLLEL SHOMREI HACHOMOS)

the relief of poverty and the advancement of jewish education and the jewish religion, in particular by assisting poor persons with all necessary relief and medical assistance, housing, old age care facilities and providing financial help for schools and colleges, run by Kollel Shomrei Hachomos in Israel

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

Regulatory & Governance issues to consider:

There are only 3 trustees
The Board is completely male

Financial issues to consider:

Liquidity appears to have been slender at the latest year end

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		£2,549	£2,769	£-220	£40	£24	£24	0.1	3
31/03/22		£1,242	£1,003	£239	£17	£244	£244	2.9	3
31/03/21	*	£1,876	£1,925	£-50	£31	£5	£5	0	3
31/03/20		£2,050	£2,055	£-5	£37	£54	£54	0.3	3
31/03/19		£921	£905	£16	£34	£60	£60	0.8	3
31/03/18	*	£1,592	£1,606	£-14	£46	£44	£44	0.3	4
31/03/17	*	£1,539	£1,900	£-361	£20	£58	£58	0.4	1
31/03/16	*	£1,263	£887	£376	£23	£419	£419	5.7	0
31/03/15		£1,636	£1,588	£47	£53	£43	£43	0.3	0
31/03/14		£981	£924	£56	£39	£-5	£-5	-0.1	3
31/03/13	*	£1,286	£1,308	£-22	£53	£-61	£-61	-0.6	2
31/03/12		£1,181	£1,325	£-144	£34	£-37	£-37	-0.3	2
31/03/11	*	£1,141	£1,021	£120	£52	£107	£107	1.3	2
31/03/10		£1,328	£1,480	£-152	£36	£-13	£-13	-0.1	2
31/03/09	*	£1,095	£990	£104	£33	£139	£139	1.7	0
31/03/08	*	£1,123	£1,227	£-103	£37	£35	£35	0.3	1
31/03/07	*	£1,160	£1,102	£57	£32	£138	£138	1.5	1
31/03/06	*	£1,312	£1,331	£-20	£0	£0	£0	n/a	0
31/03/05	*	£968	£925	£43	£0	£0	£0	n/a	0
31/03/04	*	£1,119	£1,234	£-115	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 1.6%
Fundraising Costs/Total Spending: 1.4%
Highest pay band: Less than £60,000
Liabilities/Assets: 71%
Liabilities/Income: 2%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 0.1 months
Net Current Assets/Spending: 0 months
Quick Ratio: 0.7

Asset Split ?

Established: 41 years

mrb@swartons.co.uk

02088027862

Charity Commission for England and Wales

Listed activities

General Charitable Purposes
The Prevention Or Relief Of Poverty

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Other charitable activities

Where it operates

Israel,

Who it helps

Children/Young People
Elderly/Old People
Other Defined Groups
People With Disabilities

Who works here?

3 employees

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (3)

Gender Split

JACOB FRANKEL Appointed: 2013, Other trusteeship: THE F W TRUST LTD,

JOSEPH SCHISCHA, Other trusteeship: THE LEAH SCHISCHA MEMORIAL TRUST FUND,

MR JEHUDAH BAUMGARTEN, Occupation: Wholesale Giftware, Other trusteeships: COSMON (BELZ) LIMITED, THE TALMUD TORAH MACHZIKEI HADASS TRUST, CHEVRAS MO'OZ LADOL, UOHC FOUNDATION, KEREN YESOMIM, MORESHET HATORAH LTD, THE INTERLINK FOUNDATION, CLAPTON COMMON BOYS CLUB, Nachlath Sholomo Ltd, CHILDREN AHEAD LTD, THE UNION OF ORTHODOX HEBREW CONGREGATIONS, UOHC FOUNDATION LTD, RESOLVE NOW, CHINUCH UK LIMITED,

Legal constitution

Charity registered in England & Wales on 21/10/1983, number: 288023

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity 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
Investing charity funds policy and procedures
Risk management
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures

Filing Record

20 returns made; AR21: 1 days late, AR18: 1 days late, AR17: 1 days late, AR16: 1 days late, AR13: 173 days late, AR11: 0 days late, AR09: 233 days late, AR08: 51 days late, AR07: 412 days late, AR06: 219 days late, AR05: 22 days late, AR04: 114 days late,

Main office

88 QUEEN ELIZABETHS WALK
LONDON
N16 5UQ

Objectives

FOR THE RELIEF OF POVERTY AND THE ADVANCEMENT OF JEWISH EDUCATION AND THE JEWISH RELIGION IN PARTICULAR BY ASSISTING POOR PERSONS WITH ALL NECESSARY RELIEF AND MEDICAL ASSISTANCE HOUSING AND OLD AGE CARE FACILITIES AND PROVIDING FINANCIAL HELP FOR THE SCHOOLS AND COLLEGES RUN BY THE ORIGINAL CHARITY.

Defined Area of Benefit:

ISRAEL

Data Sources