Finance Score: 5

Governance Score: -3

Support Score: 7

Future income +5
No PartB

Only 4 Trustees: -1
Narrow trustee age band: -2

Grant maker support: +7

Overall GiG Score: 9

MESILA UK LIMITED

Provide tools, resources and services related to financial education

Analysis by Giving is Great

Positives:

The charity has received backing from multiple prominent grant makers recently and there are significant future grants due to be received

Regulatory & Governance issues to consider:

There are only 4 trustees
The Board 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
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	Spending	Surplus/ Deficit	Volun- teers
30/11/22	£221,269	£196,588	£24,681	3
30/11/21	£221,269	£196,588	£24,681	3
30/11/20?	£151,771	£155,188	£-3,417	3
31/12/19	£188,313	£162,966	£25,347	3

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 6 years

www.mesilauk.org

admin@mesilauk.org

03333441711

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

Technical, vocational and continuing education

How it operates

Makes Grants to Organisations
Provides advocacy/advice/information

Where it operates

Israel, Throughout England And Wales,

Who it helps

The General Public/Mankind

Who works here?

Unknown number of employees
3 volunteers

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years

City Bridge Trust	£160,000
National Lottery Community Fund	£30,000
The London Community Foundation	£20,000
DCMS	£10,000
The MSE Charity	£7,480

Specific Donations

Amount	When Months	To be used for
City Bridge Trust - Grant to Mesila UK Limited
£160,000	26/04/2023	£160,000 over 5 years (£28,400; £30,100; £31,900; £33,800; £35,800) towards the costs of a Co-ordinator (12 hours per week), administrator (12 hours per week) and client coach liaison (6 hours ....more £160,000 over 5 years (£28,400; £30,100; £31,900; £33,800; £35,800) towards the costs of a Co-ordinator (12 hours per week), administrator (12 hours per week) and client coach liaison (6 hours a week) and associated running costs.
National Lottery Community Fund - Financial Coaching Service
£10,000	08/07/2022	The funding will be used to run financial coaching and advice sessions for members of the Jewish community. The project aims to support people in budgeting more effectively addressing the impact of ....more The funding will be used to run financial coaching and advice sessions for members of the Jewish community. The project aims to support people in budgeting more effectively addressing the impact of the Covid-19 pandemic and other financial pressures.
National Lottery Community Fund - COVID-19 Continuation Project
£10,000	21/05/2021	The funding will be used to reach a higher number of people as coaching clients develop Covid response materials community events and social media presence. The project aims to address the stigma in ....more The funding will be used to reach a higher number of people as coaching clients develop Covid response materials community events and social media presence. The project aims to address the stigma in the community around discussing finances with others and prevent poor money management.
The London Community Foundation - Grant to Mesila UK
£10,000	27/11/2020 6	A project which will allow us to expand - to reach a higher number of people as coaching clients, develop our Covid response materials, community events and social media presence. We will use this ....more A project which will allow us to expand - to reach a higher number of people as coaching clients, develop our Covid response materials, community events and social media presence. We will use this phase of work to tailor our resources kits towards the current phase of the Covid crisis.
The MSE Charity - Grant to Mesila UK
£7,480	15/11/2020	Coming out of Covid Crisis - financial resilience support.
The London Community Foundation - Grant to Mesila UK
£10,000	14/08/2020	The funding is for an enhanced and extended project to help those who have fallen into financial difficulties as a result of the covid crisis, via educational methods such as webinars and individual ....more The funding is for an enhanced and extended project to help those who have fallen into financial difficulties as a result of the covid crisis, via educational methods such as webinars and individual coaching, to enable them to emerge from crisis resilient and financially healthy, preventing issues from becoming worse.
DCMS - VSCE CMC Fund
£10,000	14/08/2020	NET, Comic Relief and Children in Need will use this funding to provide: increased support to vulnerable people and hidden groups, thus reducing the burden on public services; reach local grassroots ....more NET, Comic Relief and Children in Need will use this funding to provide: increased support to vulnerable people and hidden groups, thus reducing the burden on public services; reach local grassroots and small organisations who can provide an on-the-ground community response to the crisis; and, support local charitable organisations to mobilise volunteers to enable better targeted support in communities through empowered local groups.
National Lottery Community Fund - Covid 19 Financial Fallout Relief
£10,000	17/04/2020 6	The funding will be used to provide advice and support to people experiencing financial difficulties during the coronavirus crisis.
National Lottery Community Fund - Financial Coaching - Expanded & Revised
£10,000	05/04/2019 12	The project will provide financial advice through coaching for families and individuals that are going through financial hardship. The aim is to tackle financial stability and increase wellbeing.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (4)

Current Trustees appointed

Age Range of Trustees: 50-54

MORDECAI HALPERN Appointed: 2017, Occupation: Company Director

SAMUEL MARGULIES Appointed: 2021

CHAGAI KAHN Appointed: 2017, Occupation: Company Director, Other trusteeships: DELAPAGE LIMITED, HEICHAL HATORAH, OHEL TORAH, OHR CHAIM LIMITED, FRIENDS OF KH, MIDDLETON ROAD MIKVAH LTD,

MICHAEL AKIVA HACKENBROCH (Chair) Appointed: 2017, Occupation: Chartered Accountant, Other trusteeships: ACHISOMOCH AID COMPANY LIMITED, PAL CHARITABLE TRUST,

Legal constitution

Charitable company registered in England & Wales on 23/07/2018, number: 1179291
Registered at Companies House on 12/01/2017, number: 10561315

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

4 returns made; all on time

Recent reorganisation events:

Asset transfer in from MESILA UK on 10/03/2020

Main office

Ground Floor West
Sutherland House
70/78 West Hendon Broadway
London
NW9 7BT

Objectives

TO ADVANCE THE EDUCATION OF THE PUBLIC BY THE PROVISION OF FINANCIAL COACHING AND AN EDUCATIONAL PROGRAM THAT PROVIDES PRACTICAL SKILLS FOR MONEY MANAGEMENT THAT LEADS TO FINANCIAL INDEPENDENCE AND STABILITY.

Data Sources