Finance Score: -3

Governance Score: -1

Support Score: 0

Strong growth: +2
Multiple Deficits and declines: -5
No PartB

Only 4 Trustees: -1

No supporters identified

Overall GiG Score: -4

THE ISAAC AND FREDA FRANKEL MEMORIAL CHARITABLE TRUST

Makes grants to institutions in the UK and overseas which advance religion in accordance with the orthodox Jewish faith.

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years

Regulatory & Governance issues to consider:

There are only 4 trustees

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Income has been volatile and on several occasions in recent years less than spending

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/01/24		£14	£91	£-77	n/a	n/a	n/a	n/a	n/a	n/a
31/01/23		£69	£78	£-9	n/a	n/a	n/a	n/a	n/a	n/a
31/01/22		£79	£74	£5	n/a	n/a	n/a	n/a	n/a	n/a
31/01/21		£71	£51	£20	n/a	n/a	n/a	n/a	n/a	n/a
31/01/20?	*	£73	£68	£5	n/a	n/a	n/a	n/a	n/a	n/a
31/01/18		£76	£69	£7	n/a	n/a	n/a	n/a	n/a	n/a
31/01/17		£75	£68	£7	n/a	n/a	n/a	n/a	n/a	n/a
31/01/16		£56	£60	£-4	n/a	n/a	n/a	n/a	n/a	n/a
31/01/15		£56	£55	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/01/14		£65	£70	£-5	n/a	n/a	n/a	n/a	n/a	n/a
31/01/13	*	£27	£59	£-32	n/a	n/a	n/a	n/a	n/a	n/a
31/01/12		£45	£63	£-18	n/a	n/a	n/a	n/a	n/a	n/a
31/01/11		£65	£74	£-9	n/a	n/a	n/a	n/a	n/a	n/a
31/01/10	*	£27	£48	£-21	n/a	n/a	n/a	n/a	n/a	n/a
31/01/09	*	£76	£88	£-12	n/a	n/a	n/a	n/a	n/a	n/a
31/01/08	*	£108	£134	£-26	n/a	n/a	n/a	n/a	n/a	n/a
31/01/07		£77	£70	£7	n/a	n/a	n/a	n/a	n/a	n/a
31/01/06	*	£63	£56	£7	n/a	n/a	n/a	n/a	n/a	n/a
31/01/05		£51	£68	£-17	n/a	n/a	n/a	n/a	n/a	n/a
31/01/04	*	£26	£66	£-40	n/a	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Established: 33 years

02084584056

Charity Commission for England and Wales

Listed activities

Education/Training
General Charitable Purposes
Religious Activities
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Jewish congregations

How it operates

Makes grants to organisations

Where it operates

Barnet, Gateshead, Hackney, Manchester City, Salford City,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People Of A Particular Ethnic Or Racial Origin
People With Disabilities

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (4)

Current Trustees appointed

Gender Split

GERALDINE FRANKEL

MONTAGUE DAVID FRANKEL (Chair) Appointed: 1991

MR J SILKIN Appointed: 2002

MR J STEINHAUS Appointed: 2003

Legal constitution

Charity registered in England & Wales on 05/08/1991, number: 1003732

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Investment
Risk management
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; AR20: 50 days late, AR13: 45 days late, AR10: 48 days late, AR09: 729 days late, AR08: 2 days late, AR06: 181 days late, AR04: 99 days late,

Main office

117 BRIDGE LANE
LONDON
NW11 9JT

Objectives

TO APPLY THE CAPITAL AND INCOME TOWARDS SUCH CHARITABLE INSTITUTION OR INSTITUTIONS AS THE TRUSTEES SHALL IN THEIR ABSOLUTE DISCRETION DETERMINE

Defined Area of Benefit:

NOT DEFINED, IN PRACTICE UNITED KINGDOM AND ISRAEL

Data Sources

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