Finance Score: -4

Governance Score: -4

Support Score: 0

Accounts filed more than 5 days late: -4 times
No PartB

Only 3 Trustees: -2
Narrow trustee age band: -2
Static board: -3
Gender balanced board: +3

No supporters identified

Overall GiG Score: -8

THE AA TRUST

makes grants to institutions advancing the objectives of the charity.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

There are only 3 trustees
The Board composition appears to be rather static and has little diversity in terms of age

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 4 occasions over the last 5 years and the current period appears to have been extended
There has been a change of accounting period recently, so trends may be hard to determine

Financial Data ?

Income & Spending ?

N.B. data has been adjusted to reflect year end change

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff
30/09/22?		£229	£226	£3	n/a	n/a	n/a	n/a	n/a
31/10/21	*	£265	£259	£5	n/a	n/a	n/a	n/a	n/a
31/10/20	*	£206	£240	£-34	n/a	n/a	n/a	n/a	n/a
31/10/19	*	£189	£200	£-11	n/a	n/a	n/a	n/a	n/a
31/10/18	*	£211	£156	£55	£0	£0	£0	n/a	0
31/10/17	*	£181	£155	£26	£0	£0	£0	n/a	0
31/10/16	*	£164	£71	£93	£0	£0	£0	n/a	0
31/10/15	*	£186	£138	£47	£0	£0	£0	n/a	0
31/10/14	*	£166	£108	£58	£0	£0	£0	n/a	0
31/10/13	*	£139	£83	£55	£0	£0	£0	n/a	0
31/10/12	*	£158	£87	£71	£0	£0	£0	n/a	0
31/10/11	*	£136	£93	£43	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 14 years

02088802669

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 Organisations

Where it operates

Throughout England,

Who it helps

Children/Young People
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 (3)

Current Trustees appointed

Gender Split

Age Range of Trustees: 45-46

ABRAHAM LIPSCHITZ (Chair) Appointed: 2010, Occupation: Director, Other trusteeships: DAYROSE LIMITED, IGO FOUNDATION LIMITED,

DENA OST Appointed: 2010, Occupation: Director

ESTHER LIPSCHITZ Appointed: 2019, Occupation: Company Secretary

Legal constitution

Charitable company registered in England & Wales on 14/12/2010, number: 1139322
Registered at Companies House on 20/10/2010, number: 07413901

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Risk management

Filing Record

12 returns made; AR21: 90 days late, AR20: 63 days late, AR19: 57 days late, AR18: 76 days late, AR17: 121 days late, AR16: 54 days late, AR15: 27 days late, AR14: 65 days late, AR13: 29 days late, AR12: 36 days late, AR11: 8 days late,

Main office

Lower Ground Floor
43 Stamford Hill
LONDON
N16 5SX

Objectives

1. THE RELIEF OF POVERTY PARTICULARLY BUT NOT EXCLUSIVELY AMONG PERSONS OF THE JEWISH FAITH IN ANY PART OF THE WORLD.2. THE ADVANCEMENT OF THE JEWISH RELIGION IN ANY PART OF THE WORLD.3. THE ADVANCEMENT OF THE EDUCATION OF THE PUBLIC IN ANY PART OF THE WORLD IN THE KNOWLEDGE OF THE JEWISH RELIGION AND JEWISH HISTORY AND CULTURE.4 SUCH OTHER CHARITABLE PURPOSES FOR THE BENEFIT OF PERSONS PARTICULARLY BUT NOT EXCLUSIVELY OF THE JEWISH FAITH IN ANY PART OF THE WORLD AS THE TRUSTEES SHALL FROM TIME TO TIME DECIDE.

Defined Area of Benefit:

WORLDWIDE

Data Sources