Finance Score: -7

Governance Score: 6

Support Score: 0

Accounts filed more than 5 days late: -3 times
Spending declining: -1
Volatile income: -3
No PartB

Dynamic board: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: -1

THE FEINMANN TRUST

Provision for the relief of aged or needy persons who are of the Jewish faith or Jewish origin or extraction in a manner commesurate with their needs as the directors of the charity consider appropriate.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Accounts have been filed late on 3 occasions over the last 5 years and the current period appears to have been extended
Spending is declining
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	Staff	Volun- teers
30/09/22		£108	£127	£-18	n/a	n/a	n/a	n/a	n/a	10
30/09/21	*	£304	£153	£151	n/a	n/a	n/a	n/a	n/a	10
30/09/20	*	£246	£171	£75	n/a	n/a	n/a	n/a	n/a	0
30/09/19	*	£262	£141	£122	n/a	n/a	n/a	n/a	n/a	0
30/09/18	*	£137	£136	£1	£0	£0	£0	n/a	0	0
30/09/17		£100	£246	£-146	£0	£0	£0	n/a	0	0
30/09/16		£185	£145	£40	£0	£0	£0	n/a	0	0
30/09/15	*	£47	£1	£45	£0	£0	£0	n/a	0	0
30/09/14	*	£0	£1	£-1	£0	£0	£0	n/a	0	0
30/09/13		£0	£1	£-1	£0	£0	£0	n/a	0	0
30/09/12		£219	£219	£0	£0	£0	£0	n/a	0	0
30/09/11		£70	£69	£1	£0	£0	£0	n/a	0	0
30/09/10		£261	£87	£174	£0	£0	£0	n/a	0	0
30/09/09	*	£26	£4	£22	£0	£0	£0	n/a	0	0
30/09/08		£26	£22	£4	£0	£0	£0	n/a	0	0
30/09/07	*	£0	£0	£0	£0	£0	£0	n/a	0	0
30/09/06	*	£78	£79	£-1	£0	£0	£0	n/a	0	0
30/09/05		£30	£30	£0	£0	£0	£0	n/a	0	0
30/09/04		£0	£0	£0	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 29 years

ericlanger@langer.co.uk

0161 491 3788

Charity Commission for England and Wales

Listed activities

Accommodation/Housing

GiG Classification

Other facilities management and maintenance

How it operates

Makes Grants to Individuals
Provides buildings/facilities/open space

Where it operates

Throughout England,

Who it helps

Elderly/Old People
People Of A Particular Ethnic Or Racial Origin

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Based on 6/7 persons

Age Range of Trustees: 54-82

ALAN HYAMS (Chair) Appointed: 2017, Occupation: Director

COLIN PHILLIP ABRAHAMS Appointed: 2023, Occupation: Chartered Accountant

HELEN LISTER Appointed: 2016, Occupation: Company Director

LESLEY SHER Appointed: 2023, Occupation: Retired

NEIL LAWRENCE SUGARMAN Appointed: 2021, Occupation: Solicitor

RICHARD HOPE STONE Appointed: 2022, Occupation: Solicitor

VIVIENNE ALEXANDER Appointed: 2017, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 22/03/1995, number: 1045149
Registered at Companies House on 10/03/1995, number: 03031808

Gift Aid

NOT registered with HMRC for Gift Aid

Event History

14/10/2016 - Asset transfer in from MORRIS FEINMANN HOMES TRUST
02/11/2016 - Asset transfer in from FRIENDS OF MORRIS FEINMANN HOMES

Policies in force

Conflicting interests
Investment
Risk management
Volunteer management

Filing Record

19 returns made; AR21: 2 days late, AR20: 186 days late, AR19: 62 days late, AR18: 36 days late, AR15: 22 days late, AR14: 23 days late, AR09: 16 days late, AR07: 12 days late, AR06: 377 days late,

Main office

Langers Chartered Accountant
8-10 Gatley Road
CHEADLE
Cheshire
SK8 1PY

Objectives

TO MAKE PROVISION FOR THE RELIEF OF AGED OR NEEDY PERSONS WHO ARE OF THE JEWISH FAITH OR JEWISH ORIGIN OR EXTRACTION IN A MANNER COMMENSURATE WITH THEIR NEEDS AS THE DIRECTORS OF THE CHARITY CONSIDER APPROPRIATE

Defined Area of Benefit:

NOT DEFINED

Data Sources