Finance Score: -1

Governance Score: 2

Support Score: 6

Poor Liquidity: -1
Volatile income: -3
Fundraising costs low: +3

Dynamic board: +3
Mainly male board: -1

Grant maker support: +6

Overall GiG Score: 7

TEL AVIV UNIVERSITY TRUST

TO PROVIDE FINANCIAL AND MATERIAL ASSISTANCE, AND SUPPORT TO AND FOR THE ADVANCEMENT OF EDUCATION, ART AND SCIENCE AND OTHER BRANCHES OF LEARNING, (INCLUDING THE PROVISION OF SCHOLARSHIPS) AT TEL-AVIV UNIVERSITY AND ANY CHARITABLE, NON-PROFIT MAKING EDUCATIONAL INSTITUTION OF ACADEMIC STANDING WITH WHICH THE UNIVERSITY SHALL AT ANY TIME BE AMALGAMATED OR ASSOCIATED AND ANY OTHER SUCH INSTITUTION.

Analysis by Giving is Great

Positives:

The charity has received backing from several prominent grant makers recently
There have been no material income shortfalls in recent years
Fundraising costs are unusually low relative to funds raised
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity only provides its support via other charities
The Board is predominantly male

Financial issues to consider:

Liquidity appears to have been slender at the latest year end
Income has been volatile recently

Established: 55 years

http://tau-trust.org

finance@tau-trust.co.uk

02074468790

Charity Commission for England and Wales

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
30/09/23	£4,377	£4,151	£226	£27	£912	£754	2.2	3	0
30/09/22	£2,656	£2,675	£-19	£32	£685	£646	2.9	5	0
30/09/21	£2,897	£2,665	£231	£6	£704	£639	2.9	5	0
30/09/20	£9,986	£9,969	£18	£15	£473	£473	0.6	5	6
30/09/19	£3,782	£3,690	£91	£110	£455	£408	1.3	4	20
30/09/18	£11,804	£11,694	£109	£146	£364	£281	0.3	5	0
30/09/17	£8,999	£8,952	£47	£99	£254	£208	0.3	5	0
30/09/16	£8,528	£8,425	£103	£78	£207	£148	0.2	5	0
30/09/15	£1,130	£1,236	£-106	£19	£104	£93	0.9	4	0
30/09/14	£860	£840	£20	£23	£210	£71	1	3	0
30/09/13	£987	£1,175	£-188	£173	£190	£59	0.6	4	0
30/09/12	£1,961	£1,702	£259	£189	£378	£42	0.3	10	0
30/09/11	£767	£1,058	£-291	£151	£119	£77	0.9	10	0
30/09/10	£1,797	£1,932	£-135	£35	£410	£12	0.1	9	0
30/09/09	£807	£521	£286	£38	£545	£41	0.9	2	0
30/09/08	£1,493	£1,541	£-48	£60	£259	£110	0.9	2	0
30/09/07	£1,061	£1,176	£-115	£26	£307	£149	1.5	1	0
30/09/06	£1,040	£1,088	£-48	£0	£0	£0	n/a	0	0
30/09/05	£1,262	£981	£281	£0	£0	£0	n/a	0	0
30/09/04	£830	£863	£-34	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0.6%
Fundraising Costs/Total Spending: 0.6%
Senior Staff Costs/Total Spending: 3%
Highest pay band: £110,000-£120,000
Liabilities/Assets: 3%
Liabilities/Income: 1%
Unrestricted Funds/Total Funds: 83%
Reserves/Spending: 2.2 months
Net Current Assets/Spending: 3 months
Quick Ratio: 32.9

Asset Split ?

Listed activities

Education/Training

How it operates

Makes Grants to Organisations

Where it operates

Barnet, Israel,

Who it helps

Other Charities Or Voluntary Bodies

Who works here?

3 employees

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.

Specific Donations

Amount	When Months	To be used for
Pears Foundation - Grant to Tel Aviv University Trust
£20,000	08/11/2021	India-Israel Forum
Wolfson Foundation - Grant to Tel Aviv University
£135,000	10/06/2021	Equipment for research in molecular engineering
Pears Foundation - Grant to Tel Aviv University Trust
£24,000	26/09/2019 12	Funding for the India-Israel Forum
Pears Foundation - Grant to Tel Aviv University Trust
£20,000	24/10/2018 12	India Israel Forum
Pears Foundation - Grant to Tel Aviv University Trust
£20,000	20/10/2017 12	Core funding for the India Israel Forum
Pears Foundation - Grant to Tel Aviv University Trust
£20,000	18/10/2016 12	Core funding: India Israel Forum
Pears Foundation - Grant to Tel Aviv University Trust
£20,000	25/08/2015 12	India-Israel Forum

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Age Range of Trustees: 50-81

ANTHONY H YADGAROFF Appointed: 2013, Occupation: Financial Consultant

BENJAMIN NEMENYI Appointed: 2023, Occupation: Company Director

DANIEL LEWIN Appointed: 2017, Occupation: Lawyer

DAVID ROBERT MELLER (Chair) Appointed: 2002, Occupation: Company Director, Other trusteeships: THE BRITISH FRIENDS OF THE JAFFA INSTITUTE, THE JEWISH MUSEUM LONDON, PRESIDENTS CLUB CHARITABLE TRUST,

EDWIN WULFSOHN Appointed: 2010, Occupation: Director Of Companies, Other trusteeships: THE CONTEMPORARY ART SOCIETY, CWPLUS,

SUSAN COLLER Appointed: 2021, Occupation: Company Director

Legal constitution

Charitable company registered in England & Wales on 03/03/1969, number: 314179
Registered at Companies House on 26/09/1968, number: 00939510

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Complaints policy and procedures
Conflicting interests
Engaging external speakers at charity events 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
Paying staff
Risk management
Safeguarding policy and procedures
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; all on time

Main office

Lady Ruth House
Gabriel Mews
LONDON
NW2 2GD

Objectives

TO PROVIDE FINANCIAL AND MATERIAL ASSISTANCE, ENCOURAGEMENT AND SUPPORT TO AND FOR THE ADVANCEMENT OF EDUCATION, ART AND SCIENCE AND OTHER BRANCHES OF LEARNING, (INCLUDING THE PROVISION OF SCHOLARSHIPS) AT TEL-AVIV UNIVERSITY IN RAMAT-AVIV, ISRAEL AND ANY CHARITABLE, NON-PROFIT MAKING EDUCATIONAL INSTITUTION OF ACADEMIC STANDING WITH WHICH THE UNIVERSITY SHALL AT ANY TIME BE AMALGAMATED OR ASSOCIATED AND ANY OTHER SUCH INSTITUTION IN ISRAEL OR ELSEWHERE.

Defined Area of Benefit:

NOT DEFINED

Data Sources