Finance Score: -8

Governance Score: 0

Support Score: 0

Accounts filed more than 5 days late: -2 times
Spending falling: -1
Multiple Deficits and declines: -5
No PartB

No conflicts policy: -1
Narrow trustee age band: -2
Dynamic board: +3

No supporters identified

Overall GiG Score: -8

THE JACOB FOUNDATION

TO PROMOTE AND SUPPORT FOUNDATIONS, INSTITUTIONS, TRUSTS AND UNDERTAKINGS ESTABLISHED ANYWHERE IN THE WORLD EXCLUSIVELY FOR CHARITABLE PURPOSES.

Analysis by Giving is Great

Positives:

The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
The Board has little diversity in terms of age

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 2 occasions over the last 5 years and the current period appears to have been extended
There has been a change of accounting period recently, so trends may be hard to determine
Spending has fallen significantly over the last 5 years relative to the previous period
Income has been volatile and on several occasions in recent years less than spending

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
31/12/22		£247	£10	£237	n/a	n/a	n/a	n/a	n/a
31/12/21?		£239	£49	£190	n/a	n/a	n/a	n/a	n/a
30/09/20?		£216	£972	£-756	n/a	n/a	n/a	n/a	n/a
30/06/19	*	£3,851	£3,675	£176	£0	£-362	£430	1.4	41
30/06/18	*	£3,343	£3,835	£-492	£0	£-1,349	£-1,349	-4.2	0
30/06/17		£3,424	£4,638	£-1,214	£4,611	£-1,053	£-1,053	-2.7	49
30/06/16?		£2,961	£3,590	£-629	£3,459	£161	£161	0.5	50
30/09/15		£4,209	£4,750	£-542	£4,185	£2,011	£2,011	5.1	0
30/09/14		£11,581	£9,931	£1,650	£4,211	£3,700	£3,700	4.5	45
30/09/13	*	£4,346	£6,938	£-2,591	£4,984	£-1,155	£-1,155	-2	48
30/09/12	*	£4,463	£4,765	£-302	£4,765	£22	£22	0.1	52
30/09/11	*	£0	£0	£0	£0	£0	£0	NAN	0
30/09/10	*	£31	£26	£5	£0	£0	£0	n/a	0
30/09/09		£17	£11	£6	£0	£0	£0	n/a	0
30/09/08		£41	£44	£-4	£0	£0	£0	n/a	0
30/09/07		£41	£45	£-4	£0	£0	£0	n/a	0
30/09/06		£40	£41	£0	£0	£0	£0	n/a	0
30/09/05	*	£40	£27	£13	£0	£0	£0	n/a	0
30/09/04	*	£25	£45	£-20	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 39 years

rob@oldschoolconsultants.com

02074151500

Charity Commission for England and Wales

Listed activities

Amateur Sport
Arts/Culture/Heritage/Science
Disability
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes
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

Where it operates

Israel, Throughout England,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People With Disabilities

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)

Current Trustees appointed

Age Range of Trustees: 57-69

FIYAZ MUGHAL OBE Appointed: 2021

ANDREW MICHAEL HART Appointed: 2023, Occupation: None

ALAN JACOBS Appointed: 2020, Occupation: Company Director, Other trusteeship: UK FRIENDS OF NATAL,

ROBERT GIBBER Appointed: 2019, Occupation: Solicitor

DAVID KERSHAW Appointed: 2023, Occupation: Ceo, Other trusteeships: THE CLORE LEADERSHIP PROGRAMME, JW3 TRUST LIMITED,

Legal constitution

Charitable company registered in England & Wales on 07/12/1984, number: 290759
Registered at Companies House on 15/11/1984, number: 01864076

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

19 returns made; AR19: 116 days late, AR18: 53 days late, AR13: 285 days late, AR12: 628 days late, AR11: 109 days late, AR10: 213 days late, AR05: 30 days late, AR04: 175 days late,

Main office

COHEN ARNOLD
NEW BURLINGTON HOUSE
1075 FINCHLEY ROAD
LONDON
NW11 0PU

Objectives

GENERALLY TO PROMOTE SUCH PURPOSES AS ARE CHARITABLE ACCORDING TO THE LAW OF ENGLAND AND WALES AND TO PROMOTE AND SUPPORT FOUNDATIONS AND INSTITUTIONS (WHETHER CORPORATE OR NOT) AND TRUST AND UNDERTAKINGS ESTABLISHED ANYWHERE IN THE WORLD EXCLUSIVELY FOR CHARITABLE PURPOSES.

Defined Area of Benefit:

ANYWHERE IN THE WORLD

Data Sources