Finance Score: -7

Governance Score: -8

Support Score: 0

Excess reserves: -5
Multiple Deficits: -2

2 Trustees: -2
Narrow trustee age band: -2
All male board: -3

No supporters identified

Overall GiG Score: -15

LOCALTRENT LIMITED

The company's objects are to foster, assist and promote the charitable activities of any institutions professing and teaching the principles of traditional Judaism.

Analysis by Giving is Great

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return
There are only 2 trustees
The Board is completely male
The Board has little diversity in terms of age

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £1,826,871 available, equivalent to 84 months of spending and so may not be able to utilise additional funding
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
31/03/23		£604	£260	£344	£0	£1,827	£1,827	84.2	0
31/03/22		£554	£244	£311	£0	£1,483	£1,483	73.1	0
31/03/21		£368	£290	£77	n/a	n/a	n/a	n/a	n/a
31/03/20		£231	£289	£-58	n/a	n/a	n/a	n/a	n/a
31/03/19		£296	£337	£-41	n/a	n/a	n/a	n/a	n/a
31/03/18	*	£549	£295	£254	£0	£1,478	£1,478	60.1	0
31/03/17	*	£373	£431	£-58	£0	£0	£0	n/a	0
31/03/16	*	£471	£396	£75	£0	£0	£0	n/a	0
31/03/15	*	£698	£181	£518	£5	£1,317	£1,317	87.5	0
31/03/14	*	£334	£235	£99	£0	£0	£0	n/a	0
31/03/13	*	£314	£186	£128	£0	£0	£0	n/a	0
31/03/12	*	£226	£210	£16	£0	£0	£0	n/a	0
31/03/11	*	£651	£164	£487	£6	£733	£733	53.7	0
31/03/10		£217	£189	£28	£0	£0	£0	n/a	0
31/03/09	*	£148	£201	£-53	£0	£0	£0	n/a	0
31/03/08	*	£81	£136	£-55	£0	£0	£0	n/a	0
31/03/07	*	£149	£93	£56	£0	£0	£0	n/a	0
31/03/06	*	£81	£84	£-3	£0	£0	£0	n/a	0
31/03/05	*	£137	£99	£39	£0	£0	£0	n/a	0
31/03/04	*	£70	£78	£-8	£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: 35%
Liabilities/Income: 164%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 84.2 months
Net Current Assets/Spending: -29 months
Quick Ratio: 0.3

Asset Split ?

Established: 41 years

01618328721

Charity Commission for England and Wales

Listed activities

Education/Training
General Charitable Purposes
Overseas Aid/Famine Relief
Religious Activities
The Prevention Or Relief Of Poverty

GiG Classification

Performing and visual arts

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Throughout England And Wales,

Who it helps

Children/Young People
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 (2)

Gender Split

Age Range of Trustees:

HYMAN WEISS Appointed: 2003, Occupation: Company Director, Other trusteeships: TIFERETH BENEVOLENT FUND LIMITED, MELODOR LIMITED, KOLEISS ZEDOKOH LIMITED, ARDINA LIMITED, BEIS MINCHAS YITZCHOK TRUST, CONG YETEV LEV D'SATMAR M/C LTD, RAV TOV,

PHILIP WEISS, Occupation: Company Director, Other trusteeships: TIFERETH BENEVOLENT FUND LIMITED, MELODOR LIMITED, KOLEISS ZEDOKOH LIMITED, ARDINA LIMITED, BEIS MINCHAS YITZCHOK TRUST,

Legal constitution

Charitable company registered in England & Wales on 08/01/1983, number: 326329
Registered at Companies House on 14/10/1982, number: 01671900

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Complaints policy and procedures
Engaging external speakers at charity events policy and procedures
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
Safeguarding policy and procedures
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; AR18: 1 days late, AR17: 100 days late, AR16: 124 days late, AR15: 87 days late, AR14: 62 days late, AR13: 54 days late, AR12: 58 days late, AR11: 113 days late, AR09: 7 days late, AR08: 40 days late, AR07: 71 days late, AR06: 39 days late, AR05: 1 days late, AR04: 36 days late,

Main office

LOPAIN GROSS BARNETT & CO
Riverside
1st Floor
Cloister House
New Bailey St
MANCHEST

Objectives

1. THE ADVANCEENT OF RELIGION IN ACCORDANCE WITH THE ORTHODOX JEWISH FAITH 2. THE RELIEF OF POVERTY 3. FOR SUCH OTHER PURPOSES AS ARE RECOGNISED BY ENGLISH LAW AS CHARITABLE.

Defined Area of Benefit:

NOT DEFINED

Data Sources