Finance Score: -10

Governance Score: -9

Support Score: 0

Accounts overdue -5
Volatile income & significant deficit in latest year: -5
No PartB

No conflicts policy: -1
Very static board: -5
All male board: -3

No supporters identified

Overall GiG Score: -19

THE RUZA AND SIDNEY CHARITABLE TRUST

Relief of poverty, grants to organisations

Analysis by Giving is Great

Positives:

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
The Board is completely male
The Board composition appears to be very static

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Latest accounts are overdue for filing
Income has been volatile recently and was significantly lower than spending in the latest year

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
05/04/22		£0	£2	£-2	n/a	n/a	n/a	n/a	n/a
05/04/21		£400	£401	£-1	n/a	n/a	n/a	n/a	n/a
05/04/20	*	£2	£1	£1	n/a	n/a	n/a	n/a	n/a
05/04/19	*	£5	£1	£4	n/a	n/a	n/a	n/a	n/a
05/04/18	*	£2	£1	£1	£0	£0	£0	n/a	0
05/04/17		£2	£1	£1	£0	£0	£0	n/a	0
05/04/16		£2	£1	£2	£0	£0	£0	n/a	0
05/04/15		£3	£1	£2	£0	£0	£0	n/a	0
05/04/14		£3	£1	£2	£0	£0	£0	n/a	0
05/04/13		£3	£1	£2	£0	£0	£0	n/a	0
05/04/12		£3	£1	£2	£0	£0	£0	n/a	0
05/04/11		£0	£1	£-1	£0	£0	£0	n/a	0
05/04/10		£1	£1	£1	£0	£0	£0	n/a	0
05/04/09	*	£177	£251	£-75	£0	£0	£0	n/a	0
05/04/08		£15	£1	£14	£0	£0	£0	n/a	0
05/04/07	*	£9	£1	£9	£0	£0	£0	n/a	0
05/04/06		£7	£1	£6	£0	£0	£0	n/a	0
05/04/05		£5	£1	£4	£0	£0	£0	n/a	0
05/04/04	*	£6	£1	£5	£0	£0	£0	n/a	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 35 years

charity.correspondance@bdo.co.uk

02076364422

Charity Commission for England and Wales

Listed activities

Religious Activities
The Prevention Or Relief Of Poverty

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Organisations

Where it operates

Throughout England And Wales,

Who it helps

Elderly/Old People

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (3)

Current Trustees appointed

Gender Split

ADRIAN JONATHAN WALLACE Appointed: 1988

SIMON JULIAN SEROTA Appointed: 1988

REX DANIEL NEWMAN Appointed: 1988, Other trusteeship: THE ANTHONY & PAT CHARITABLE FOUNDATION,

Legal constitution

Charity registered in England & Wales on 03/08/1989, number: 801872

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Investment
Risk management

Filing Record

19 returns made; AR20: 5 days late, AR19: 6 days late, AR18: 2 days late, AR09: 2 days late, AR07: 1 days late, AR04: 1713 days late,

Main office

WALLACE & PARTNERS
1 PORTLAND PLACE
LONDON
W1B 1PN

Objectives

FOR SUCH CHARITIES WHICH EXIST FOR THE RELIEF OF POVERTY AMONGST ELDERLY PEOPLE OF THE JEWISH FAITH OR FOR SUCH CHARITABLE PURPOSES WHICH HAVE AS THEIR OBJECT THE RELIEF OF POVERTY AMONGST ELDERLY PEOPLE OF THE JEWISH FAITH.

Defined Area of Benefit:

NOT DEFINED

Data Sources