Finance Score: -7

Governance Score: -1

Support Score: 0

Deficit on unrestricted reserves: -2
Accounts filed more than 5 days late: -2 times
Volatile income: -3

Only 4 Trustees: -1

No supporters identified

Overall GiG Score: -8

THE GERTNER CHARITABLE TRUST

for the benefit or in furtherance of such Jewish charitable purposes charitable institutions or charitable foundations or individuals in the United Kingdom or elsewhere and for other general charitable purposes.

Analysis by Giving is Great

Positives:

This charity has an endowment fund which generates most of its income

Regulatory & Governance issues to consider:

There are only 4 trustees

Financial issues to consider:

There was a deficit on unrestricted reserves of £4,083,442 at the last year end after deducting the value of own use assets
Accounts have been filed late on 2 occasions over the last 5 years and the current period appears to have been extended
Income has been volatile recently

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
31/03/23		£622	£422	£200	£0	£-4,083	£-4,083	-116.2
31/03/22		£790	£318	£472	£0	£-4,284	£-4,284	-161.7
31/03/21	*	£1,282	£283	£999	£0	£-4,756	£-4,756	-201.4
31/03/20		£1,382	£480	£902	£0	£-5,755	£-5,755	-143.8
31/03/19	*	£503	£447	£56	£0	£-6,657	£0	n/a
31/03/18		£672	£325	£347	£0	£-6,713	£-6,713	-248.1
31/03/17		£824	£2,225	£-1,401	£0	£-7,060	£-7,060	-38.1
31/03/16	*	£142	£154	£-12	£0	£0	£0	n/a
31/03/15	*	£277	£275	£1	£0	£0	£0	n/a
31/03/14		£130	£60	£70	£0	£0	£0	n/a
31/03/13	*	£166	£115	£52	£0	£0	£0	n/a
31/03/12	*	£169	£200	£-31	£0	£0	£0	n/a
31/03/11	*	£167	£197	£-30	£0	£0	£0	n/a
31/03/10	*	£488	£358	£130	£0	£0	£0	n/a
31/03/09?	*	£5,040	£4,128	£913	£73	£-5,839	£-5,839	-17
31/03/06	*	£7,778	£8,154	£-376	£0	£0	£0	n/a
31/03/05	*	£4,141	£5,621	£-1,480	£0	£0	£0	n/a
31/03/04	*	£3,601	£5,216	£-1,614	£0	£0	£0	n/a

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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: 36683%
Liabilities/Income: 659%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: -116.2 months
Net Current Assets/Spending: 0 months
Quick Ratio: 3

Asset Split ?

Established: 37 years

02072241234

Charity Commission for England and Wales

Listed activities

General Charitable Purposes
Religious Activities
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

Barnet, Bury, Hackney, Hammersmith And Fulham, Israel, Salford City,

Who it helps

Other Charities Or Voluntary Bodies
The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (4)

MENDI GERTNER

MICHELLE GERTNER

SIMON JACOBS

MOISES GERTNER Appointed: 2022, Other trusteeship: TAHAROS BEIYUN,

Legal constitution

Charity registered in England & Wales on 12/03/1987, number: 327380

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Risk management
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures

Filing Record

18 returns made; AR21: 88 days late, AR19: 7 days late, AR16: 1 days late, AR15: 54 days late, AR13: 363 days late, AR12: 203 days late, AR11: 371 days late, AR10: 26 days late, AR09: 115 days late, AR06: 421 days late, AR05: 465 days late, AR04: 186 days late,

Main office

FORDGATE HOUSE
1 ALLSOP PLACE
LONDON
NW1 5LF

Objectives

THE TRUSTEES SHALL HOLD THE TRUST FUND AND THE INCOME THEREOF UPON TRUST TO PAY OR APPLY THE WHOLE THEREOF TO OR TOWARDS FOR THE BENEFIT OR IN FURTHERANCE OF SUCH JEWISH CHARITABLE PURPOSES CHARITABLE INSTITUTIONS OR CHARITABLE FOUNDATIONS IN THE UNITED KINGDOM OR ELSEWHERE.

Defined Area of Benefit:

UNITED KINGDOM AND ELSEWHERE

Data Sources