Finance Score: -1

Governance Score: -3

Support Score: 0

Volatile income
spending growth: -1
No PartB

All male board: -3

No supporters identified

Overall GiG Score: -4

THE DWEK FAMILY CHARITABLE TRUST

The trust is established for the benefit of such exclusively charitable objects as the trustees in their absolute disretion think fit.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

The Board is completely male

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Income has been volatile recently but spending has been maintained

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
31/03/23		£37	£42	£-4	n/a	n/a	n/a	n/a	n/a
31/03/22		£34	£32	£1	n/a	n/a	n/a	n/a	n/a
31/03/21		£23	£32	£-10	n/a	n/a	n/a	n/a	n/a
31/03/20		£54	£35	£19	n/a	n/a	n/a	n/a	n/a
31/03/19		£30	£30	£0	n/a	n/a	n/a	n/a	n/a
31/03/18		£58	£58	£0	£0	£0	£0	n/a	0
31/03/17		£32	£47	£-15	£0	£0	£0	n/a	0
31/03/16		£23	£33	£-10	£0	£0	£0	n/a	0
31/03/15		£37	£46	£-9	£0	£0	£0	n/a	0
31/03/14		£34	£22	£12	£0	£0	£0	n/a	0
31/03/13		£35	£37	£-2	£0	£0	£0	n/a	0
31/03/12		£23	£35	£-12	£0	£0	£0	n/a	0
31/03/11		£20	£30	£-10	£0	£0	£0	n/a	0
31/03/10		£41	£44	£-3	£0	£0	£0	n/a	0
31/03/09		£56	£50	£6	£0	£0	£0	n/a	0
31/03/08	*	£93	£60	£33	£0	£0	£0	n/a	0
31/03/07		£28	£72	£-45	£0	£0	£0	n/a	0
31/03/06	*	£23	£89	£-65	£0	£0	£0	n/a	0
05/04/05		£630	£66	£564	£0	£0	£0	n/a	0
05/04/04		£476	£56	£420	£0	£0	£0	n/a	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 33 years

penjcdwek@aol.com

01625549081

Charity Commission for England and Wales

Listed activities

Education/Training
General Charitable Purposes
The Advancement Of Health Or Saving Of Lives

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Sponsors or undertakes research

Where it operates

Throughout England And Wales,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People Of A Particular Ethnic Or Racial Origin
People With Disabilities
The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (3)

Gender Split

MR JOE DWEK

ANTHONY JACK LEON DL FCA, Other trusteeships: THE BOARD OF ELDERS OF THE MANCHESTER CONGREGATIONS OF SPANISH AND PORTUGUESE JEWS, THE STRAWBERRY CHARITABLE TRUST, A SMILE FOR ORLY CHARITABLE TRUST,

JONATHAN VICTOR DWEK, Other trusteeship: THE SHAARE HAYIM CONGREGATION,

Legal constitution

Charity registered in England & Wales on 08/01/1991, number: 1001456

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

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

Filing Record

20 returns made; AR08: 1 days late, AR06: 43 days late,

Main office

SUITE ONE
COURTHILL HOUSE
66 WATER LANE
WILMSLOW
CHESHIRE
SK9 5AP

Objectives

GENERAL CHARITABLE PURPOSES

Defined Area of Benefit:

NOT DEFINED

Data Sources

Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

Tips for Selecting Charities

Which areas of philanthropy are most effective?

The text of this post is taken from an article on the Effective Altruism forum. It suggests that you can achieve the most impact by supporting causes that fight extreme poverty, improving animal welfare....more

Our Top Tips for Philanthropy

Here are some ideas to help you gain more satisfaction from your philanthropy and confidence that the causes you have selected are impactful. Engage your brain, as well as your heart You....more

How to become a Philanthropist

In this Blog we outline a strategy to help people who are new to philanthropy and for those who feel dissatisfied with the impact they are having. Effective philanthropy is immensely rewarding for donors,....more