Finance Score: -6

Governance Score: 0

Support Score: 0

Spending falling: -1
Multiple Deficits and declines: -5
No PartB

No supporters identified

Overall GiG Score: -6

THE RAPHAEL AND MARIKA LEVY BENEVOLENT FUND

1. Lord Mayor of Manchester can nominate up to 10 Non-Jewish Charitable institutions in Manchester. 2. President of council of Manchester and Salford Jews can nominate up to 10 Jewish Charitable Institutions Request -ú20 used to cover cost of prayers for Mr & Mrs Levy on anniversaries of their deaths.3. Mayor of Tel-Aviv can nominate such Jewish Charitable Institutions at his discretion.

Analysis by Giving is Great

Regulatory & Governance issues to consider:

This charity uses a corporate trustee

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Spending has fallen significantly over the last 5 years relative to the previous period
Income has been volatile and on several occasions in recent years 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
25/06/23		£5	£5	£0	n/a	n/a	n/a	n/a	n/a
25/06/22		£5	£6	£-1	n/a	n/a	n/a	n/a	n/a
25/06/21		£3	£9	£-6	n/a	n/a	n/a	n/a	n/a
25/06/20		£12	£11	£1	n/a	n/a	n/a	n/a	n/a
25/06/19	*	£15	£17	£-2	n/a	n/a	n/a	n/a	n/a
25/06/18		£10	£11	£-1	£0	£0	£0	n/a	0
25/06/17		£10	£9	£1	£0	£0	£0	n/a	0
25/06/16		£10	£9	£1	£0	£0	£0	n/a	0
25/06/15		£10	£9	£0	£0	£0	£0	n/a	0
25/06/14		£9	£10	£0	£0	£0	£0	n/a	0
25/06/13		£9	£8	£1	£0	£0	£0	n/a	0
25/06/12		£8	£8	£1	£0	£0	£0	n/a	0
25/06/11		£8	£9	£-1	£0	£0	£0	n/a	0
25/06/10		£7	£6	£1	£0	£0	£0	n/a	0
25/06/09		£7	£9	£-1	£0	£0	£0	n/a	0
25/06/08		£6	£9	£-3	£0	£0	£0	n/a	0
25/06/07		£6	£9	£-3	£0	£0	£0	n/a	0
25/06/06		£6	£9	£-2	£0	£0	£0	n/a	0
25/06/05		£6	£9	£-2	£0	£0	£0	n/a	0
25/06/04		£6	£8	£-1	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 35 years

charitabletrusts@ludlowtrust.com

01173138200

Charity Commission for England and Wales

Listed activities

General Charitable Purposes

GiG Classification

Community services

How it operates

Makes Grants to Organisations

Where it operates

Bolton, Bury, Israel, Manchester City, Oldham, Rochdale, Salford City, Stockport, Tameside, Trafford, Wigan,

Who it helps

Other Defined Groups

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (1)

LUDLOW TRUST COMPANY LTD

Legal constitution

Charity registered in England & Wales on 16/11/1988, number: 700851

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Financial Conduct Authority

Policies in force

Complaints handling
Conflicting interests
Investment
Risk management

Filing Record

20 returns made; AR19: 7 days late,

Main office

Ludlow Trust Co Ltd
Tower Wharf
Cheese Lane
BRISTOL
BS2 0JJ

Objectives

1. FOR SUCH NON-JEWISH CHARITABLE INSTITUTIONS OR CHARITABLE OBJECTS (WHICH MAY VARY FROM YEAR TO YEAR) IN THE CITY OF MANCHESTER AS SHALL BE NOMINATED AT HIS ABSOLUTE DISCRETION BY THE LORD MAYOR FOR THE TIME BEING OF MANCHESTER. 2 FOR SUCH JEWISH CHARITABLE INSTITUTIONS OR JEWISH CHARITABLE OBJECTS (WHICH MAY VARY FROM TIME TO TIME) IN THE CITY OF MANCHESTER AS SHALL BE NOMINATED BY THE PRESIDENT FOR THE TIME BEING OF THE COUNCIL OF MANCHESTER. 3 FOR SUCH JEWISH CHARITABLE INSTITUTIONS OR JEWISH CHARITABLE OBJECTS (WHICH MAY VARY FROM TIME TO TIME) IN THE STATE OF ISRAEL AS SHALL BE SELECTED AT HIS ABSOLUTE DISCRETION BY THE MAYOR FOR THE TIME BEING OF TEL AVIV. (FOR FURTHER DETAILS SEE CLAUSES 11-14 OF THE WILL)

Defined Area of Benefit:

CITY OF MANCHESTER, ISRAEL.

Data Sources