Finance Score: -5

Governance Score: -5

Support Score: 0

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

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

No supporters identified

Overall GiG Score: -10

LOFTUS CHARITABLE TRUST

Making donations to other charities that operate in the advancement of Jewish religion, Jewish education and relief of the Jewish poor.

Analysis by Giving is Great

Regulatory & Governance issues to consider:

There are only 3 trustees
The Board is completely male

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
Spending has fallen significantly over the last 5 years relative to the previous period
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	Volun- teers
05/04/23		£496	£457	£38	n/a	n/a	n/a	n/a	n/a	2
05/04/22	*	£485	£634	£-149	n/a	n/a	n/a	n/a	n/a	3
05/04/21	*	£310	£622	£-312	n/a	n/a	n/a	n/a	n/a	0
05/04/20		£424	£1,090	£-666	n/a	n/a	n/a	n/a	n/a	0
05/04/19		£1,031	£1,388	£-357	£0	£5,290	£5,287	45.7	0	0
05/04/18		£541	£370	£171	£0	£5,647	£5,592	181.2	0	0
05/04/17		£6,655	£1,309	£5,346	£0	£5,476	£5,476	50.2	0	0
05/04/16		£1,838	£1,908	£-70	£0	£130	£130	0.8	3	0
05/04/15		£1,331	£1,292	£40	£4	£201	£201	1.9	0	0
05/04/14		£863	£723	£139	£4	£161	£161	2.7	0	0
05/04/13		£249	£244	£5	£0	£0	£0	n/a	0	0
05/04/12	*	£244	£264	£-21	£0	£0	£0	n/a	0	0
05/04/11		£218	£206	£12	£0	£0	£0	n/a	0	0
05/04/10	*	£264	£262	£2	£0	£0	£0	n/a	0	0
05/04/09	*	£317	£309	£7	£0	£0	£0	n/a	0	0
05/04/08	*	£289	£357	£-67	£0	£0	£0	n/a	0	0
05/04/07	*	£90	£324	£-234	£0	£0	£0	n/a	0	0
05/04/06	*	£1	£218	£-218	£0	£0	£0	n/a	0	0
05/04/05	*	£52	£220	£-168	£0	£0	£0	n/a	0	0
05/04/04	*	£20	£224	£-204	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 37 years

andrew@loftusfp.com

02076045900

Charity Commission for England and Wales

Listed activities

Disability
Education/Training
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 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 works here?

Unknown number of employees
2 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (3)

Gender Split

ANTHONY LOUIS LOFTUS

RICHARD IAN LOFTUS, Other trusteeship: SOUTH HAMPSTEAD CHARITABLE TRUST,

ANDREW DAVID LOFTUS, Occupation: Company Director, Other trusteeships: KisharonLangdon, THE KISHARON CHARITABLE TRUST, THE LANGDON FOUNDATION, THE KISHARON CHARITABLE TRUST,

Legal constitution

Charity registered in England & Wales on 05/10/1987, number: 297664

Gift Aid

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
Risk management
Trustee conflicts of interest policy and procedures

Filing Record

20 returns made; AR22: 243 days late, AR21: 531 days late, AR12: 17 days late, AR10: 68 days late, AR09: 6 days late, AR08: 45 days late, AR07: 123 days late, AR06: 82 days late, AR05: 35 days late, AR04: 161 days late,

Main office

55 Blandford Street
Marylebone
LONDON
W1U 7HW

Objectives

THE ADVANCEMENT OF THE JEWISH RELIGION, THE ADVANCEMENT OF JEWISH EDUCATION AND THE EDUCATION OF JEWISH PEOPLE AND THE RELIEF OF THE JEWISH POOR AND GENERALLY TO AID JEWISH CHAITIES.

Defined Area of Benefit:

NOT DEFINED

Data Sources