Finance Score: 0

Governance Score: 1

Support Score: 0

No PartB

No conflicts policy: -1
Only 4 Trustees: -1
Gender balanced board: +3

No supporters identified

Overall GiG Score: 1

THE POTEL CHARITABLE TRUST

distributions are made to a wide range of charitable organisations.

Analysis by Giving is Great

Positives:

Spending has increased over the last 3 years relative to the previous period
There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
There are only 4 trustees

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

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
05/04/23		£105	£71	£34	n/a	n/a	n/a	n/a	n/a
05/04/22		£111	£71	£40	n/a	n/a	n/a	n/a	n/a
05/04/21		£54	£55	£0	n/a	n/a	n/a	n/a	n/a
05/04/20		£65	£70	£-5	n/a	n/a	n/a	n/a	n/a
05/04/19	*	£55	£58	£-3	n/a	n/a	n/a	n/a	n/a
05/04/18		£61	£51	£10	£0	£0	£0	n/a	0
05/04/17		£57	£51	£6	£0	£0	£0	n/a	0
05/04/16		£54	£54	£0	£0	£0	£0	n/a	0
05/04/15		£59	£54	£6	£0	£0	£0	n/a	0
05/04/14		£58	£62	£-4	£0	£0	£0	n/a	0
05/04/13		£57	£52	£5	£0	£0	£0	n/a	0
05/04/12		£50	£49	£1	£0	£0	£0	n/a	0
05/04/11		£37	£49	£-12	£0	£0	£0	n/a	0
05/04/10		£56	£46	£10	£0	£0	£0	n/a	0
05/04/09		£73	£68	£5	£0	£0	£0	n/a	0
05/04/08		£44	£42	£2	£0	£0	£0	n/a	0
05/04/07		£40	£38	£1	£0	£0	£0	n/a	0
05/04/06		£37	£40	£-4	£0	£0	£0	n/a	0
05/04/05		£22	£24	£-2	£0	£0	£0	n/a	0
05/04/04		£17	£18	£0	£0	£0	£0	n/a	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 40 years

02075868664

Charity Commission for England and Wales

Listed activities

General Charitable Purposes

GiG Classification

Grant-making foundations

How it operates

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
Other Defined Groups
People Of A Particular Ethnic Or Racial Origin
People With Disabilities

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (4)

Gender Split

DEBRA POTEL

GILLIAN POTEL

SOLOMON STANTON POTEL

MARTIN PAISNER CBE MA LLM, Other trusteeships: TRUSTEES OF THE LONDON CLINIC LIMITED, THE STELLA AND ALEXANDER MARGULIES CHARITABLE TRUST, THE WOLFSON FAMILY CHARITABLE TRUST, THE BLUSTON CHARITABLE SETTLEMENT, THE LILY AND MARCUS SIEFF CHARITABLE TRUST, THE SIR SIGMUND STERNBERG CHARITABLE FOUNDATION, THE PHILLIPS AND RUBENS CHARITABLE TRUST, FRIENDS OF THE ISRAEL CANCER ASSOCIATION, THE SYBIL SHINE MEMORIAL TRUST, THE ADRIENNE AND LESLIE SUSSMAN CHARITABLE TRUST, THE PAISNER CHARITABLE TRUST, THE RUTH AND JACK LUNZER CHARITABLE TRUST, THE DENISE COHEN CHARITABLE TRUST, THE TRUST FOR THE STUDY OF SOCIAL TRAUMA AND THE CARE AND TREATMENT OF SURVIVORS, MORRIS LEIGH FOUNDATION, THE BARNETT AND SYLVIA SHINE NO 2 CHARITABLE TRUST, THE SCHMIDT-BODNER CHARITABLE TRUST, THE SHIRLEY YOUNG CHARITABLE TRUST, THE ADLER TRUST, THE CISSIE ROSEFIELD CHARITABLE TRUST, THE STUART YOUNG FOUNDATION, THE AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE (UK ) TRUST, THE LATCHMAN FAMILY CHARITABLE TRUST, OHEL SARAH UK, HADASSAH MEDICAL RELIEF ASSOCIATION U.K., JANET WOLFSON DE BOTTON CHARITABLE TRUST, TEALE CHARITABLE TRUST, NEW ISRAEL FUND, THE ROSENBLATT FAMILY CHARITABLE TRUST, YONI JESNER FOUNDATION, THE PETER CRUDDAS FOUNDATION, DEVONSHIRE STREET CHARITABLE FOUNDATION, SHAARE ZEDEK UK, THE BRITISH LIBRARY TRUST, WORCESTER COLLEGE OXFORD ENDOWMENT TRUST, THE MARCUS MARGULIES CHARITABLE TRUST, THE MAURICE AND VIVIENNE WOHL PHILANTHROPIC FOUNDATION,

Legal constitution

Charity registered in England & Wales on 13/02/1984, number: 326513

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Internal charity financial controls policy and procedures

Filing Record

20 returns made; AR19: 21 days late,

Main office

4 Denning Close
London
NW8 9PJ

Objectives

TO HOLD THE TRUST FUND AND THE INCOME THEREOF UPON TRUST TO APPLY THE SAME BOTH AS TO CAPITAL AND INCOME THEREOF TO OR TOWARDS OR FOR THE BENEFIT OF SUCH CHARITABLE PURPOSES OR CHARITABLE INSTITUTIONS AS THE TRUSTEES SHALL IN THEIR ABSOLUTE DISCRETION FROM TIME TO TIME THINK FIT.

Defined Area of Benefit:

NOT DEFINED

Data Sources