Finance Score: -1

Governance Score: 0

Support Score: 0

Liabilities <10%: +3
Excess reserves: -5
Multiple Deficits: -2
Fundraising costs low: +3

No supporters identified

Overall GiG Score: -1

THE HEATHSIDE CHARITABLE TRUST

General Charitable Purposes

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
Fundraising costs are unusually low relative to funds raised

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £4,901,019 available, equivalent to 94 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
31/12/22		£820	£628	£191	£14	£4,901	£4,901	93.6	0
31/12/21		£391	£490	£-99	n/a	n/a	n/a	n/a	n/a
31/12/20		£317	£434	£-116	n/a	n/a	n/a	n/a	n/a
31/12/19		£318	£448	£-130	n/a	n/a	n/a	n/a	n/a
31/12/18		£462	£475	£-13	£0	£0	£0	n/a	0
31/12/17	*	£596	£554	£42	£0	£4,986	£4,986	108	0
31/12/16		£1,242	£438	£804	£0	£4,441	£4,441	121.7	0
31/12/15		£127	£352	£-225	£0	£0	£0	n/a	0
31/12/14		£1,041	£505	£536	£4	£3,344	£3,344	79.4	0
31/12/13		£329	£359	£-30	£0	£0	£0	n/a	0
31/12/12		£598	£562	£37	£5	£2,758	£2,758	58.9	0
31/12/11		£376	£569	£-194	£0	£0	£0	n/a	0
31/12/10		£378	£689	£-311	£0	£0	£0	n/a	0
31/12/09		£175	£731	£-556	£0	£0	£0	n/a	0
31/12/08	*	£571	£509	£62	£7	£3,529	£3,529	83.3	0
31/12/07	*	£947	£428	£519	£9	£4,275	£4,275	120	0
31/12/06?	*	£346	£509	£-163	£0	£0	£0	n/a	0
31/12/04	*	£201	£402	£-201	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 4%
Fundraising Costs/Total Spending: 4.9%
Highest pay band: Less than £60,000
Liabilities/Assets: 0%
Liabilities/Income: 2%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 93.6 months
Net Current Assets/Spending: 14 months
Quick Ratio: 27.5

Asset Split ?

Established: 39 years

02074317739

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

The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (7)

Gender Split

DANIEL MARK SOLOMON

JULIET KATE SOLOMON

JAMES BENJAMIN JACOBS Appointed: 2017

SAM JACK JACOBS Appointed: 2016

GEOFFREY RUSSELL JAYSON, Other trusteeships: THE BRITISH FRIENDS OF THE JAFFA INSTITUTE, THE SHINE FOR SHANI CHARITABLE FOUNDATION,

LOUISE SARA JACOBS, Other trusteeship: SPREAD A SMILE,

SIR HARRY SOLOMON (Chair), Other trusteeships: THE PORTLAND TRUST, THE SIR MARTIN GILBERT LEARNING CENTRE,

Legal constitution

Charity registered in England & Wales on 16/10/1985, number: 326959

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

18 returns made; AR17: 14 days late, AR08: 5 days late, AR07: 113 days late, AR06: 90 days late, AR04: 60 days late,

Main office

32 HAMPSTEAD HIGH STREET
LONDON
NW3 1QD

Objectives

SUCH PURPOSES (WHEREVER EFFECTED OR TO BE EFFECTED) AS SHALL FOR THE TIME BEING BE CHARITABLE PURPOSES ACCORDING TO THE LAW OF ENGLAND AND WALES.

Defined Area of Benefit:

NOT DEFINED

Data Sources