Finance Score: 4

Governance Score: -2

Support Score: 0

Excess liquidity: -1
Large legacies income: +2
Fundraising costs low: +3

No conflicts policy: -1
Only 4 Trustees: -1

No supporters identified

Overall GiG Score: 2

FRIENDS OF SANZ INSTITUTIONS

relief of poverty, to advance the religion of the Jewish faith in accordance with Orthodox practice, to advance Orthodox Jewish education

Analysis by Giving is Great

Positives:

This charity has received more than half of its income from legacies in recent years
Spending has increased over the last 3 years relative to the previous period
There have been no material income shortfalls in recent years
Fundraising costs are unusually low relative to funds raised

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return
This charity does not have a Conflict of Interests policy
There are only 4 trustees

Financial issues to consider:

Liquidity appeared to be considerably in excess of CC guidelines at the latest year end especially considering the historic stability of income

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
30/11/22		£994	£1,010	£-16	£0	£1,930	£1,930	22.9	0	3
30/11/21		£987	£820	£167	£0	£1,947	£1,947	28.5	0	3
30/11/20		£738	£657	£82	£0	£1,780	£1,780	32.5	0	3
30/11/19		£899	£827	£72	£0	£1,698	£1,698	24.7	0	3
30/11/18		£833	£752	£82	£0	£1,627	£1,627	26	3	3
30/11/17		£772	£695	£77	£0	£1,545	£1,545	26.7	0	0
30/11/16		£514	£443	£71	£6	£1,468	£1,468	39.8	0	0
30/11/15		£824	£809	£15	£8	£1,397	£1,397	20.7	0	0
30/11/14		£472	£434	£39	£0	£0	£0	n/a	0	0
30/11/13	*	£489	£499	£-10	£0	£0	£0	n/a	0	0
30/11/12	*	£492	£512	£-20	£0	£0	£0	n/a	0	0
30/11/11	*	£615	£539	£76	£2	£1,373	£1,212	27	2	0
30/11/10		£695	£677	£17	£5	£1,297	£1,136	20.1	0	0
30/11/09	*	£714	£683	£30	£6	£1,279	£1,112	19.5	0	0
30/11/08	*	£865	£832	£33	£43	£1,249	£1,098	15.8	0	0
30/11/07	*	£1,312	£1,328	£-15	£14	£1,216	£1,067	9.6	0	0
30/11/06	*	£1,327	£889	£438	£0	£0	£0	n/a	0	0
30/11/05	*	£604	£650	£-46	£0	£0	£0	n/a	0	0
30/11/04	*	£645	£501	£144	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 4.1%
Fundraising Costs/Total Spending: 3.8%
Highest pay band: Less than £60,000
Liabilities/Assets: 17%
Liabilities/Income: 39%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 22.9 months
Net Current Assets/Spending: 4 months
Quick Ratio: 0.5

Asset Split ?

Established: 34 years

SANZUK124@GMAIL.COM

02082110011

Charity Commission for England and Wales

Listed activities

Education/Training
General Charitable Purposes
Religious Activities
The Prevention Or Relief Of Poverty

GiG Classification

Jewish congregations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Israel, Throughout England, United States,

Who it helps

Other Charities Or Voluntary Bodies
Other Defined Groups

Who works here?

Unknown number of employees
3 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (4)

ELIEZER REICH, Other trusteeship: JASTER LTD,

JACOB KLEIN

DAVID KLEIN, Other trusteeships: KOLLEL SHEFA CHAIM, ROUND ISLAND LTD,

ISAAC REICH Appointed: 2019, Other trusteeships: ROUND ISLAND LTD, ALM & YES TRUST,

Legal constitution

Charity registered in England & Wales on 13/06/1990, number: 328498

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Investment
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

19 returns made; AR13: 65 days late, AR12: 14 days late, AR11: 31 days late, AR09: 39 days late, AR08: 106 days late, AR07: 113 days late, AR06: 72 days late, AR05: 73 days late, AR04: 48 days late,

Main office

124 Stamford Hill
London
N16 6QT

Objectives

I) THE RELIEF OF POVERTY. II) TO ADVANCE THE RELIGION OF THE JEWISH FAITH IN ACCORDANCE WITH THE ORTHODOX PRACTICE. III) TO ADVANCE ORTHODOX JEWISH EDUCATION. IV) SUCH OTHER PURPOSES AS ARE RECOGNISED BY THE LAW OF ENGLAND AND WALES AS CHARITABLE.

Defined Area of Benefit:

NOT DEFINED

Data Sources