Finance Score: 2
Governance Score: -2
Support Score: 0
  • Excess liquidity: -1
  • Fundraising costs low: +3
  • 2 Trustees: -2
  • Narrow trustee age band: -2
  • Gender balanced board: +3
  • No supporters identified
Overall GiG Score: 0 ?

MOUNDFIELD CHARITIES LIMITED

The Charity's object and its principal activity continues to be that providing grants for the enhancement of education and religion and for the relief of poverty.
Analysis by Giving is Great

Positives:

  • 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
  • There are only 2 trustees
  • The Board has little diversity in terms of age

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 £k
Fundraising
Cost £k
Total
Funds £k
Unrestricted
Funds £k
Mths
Rsrvs
Staff Volun-
teers
31/03/23£839£745£95£0£1,471£1,47123.700
31/03/22£778£747£31£0£1,377£1,37722.100
31/03/21£946£526£419£0£1,346£1,34630.700
31/03/20£513£685£-172£0£926£92616.200
31/03/19£1,291£749£542£0£1,096£1,09617.500
31/03/18£493£862£-369n/an/an/an/an/an/a
31/03/17£478£620£-142n/an/an/an/an/an/a
31/03/16£327£465£-137n/an/an/an/an/an/a
31/03/15£279£479£-201n/an/an/an/an/an/a
31/03/14£374£476£-102n/an/an/an/an/an/a
31/03/13£389£481£-92n/an/an/an/an/an/a
31/03/12£390£351£39n/an/an/an/an/an/a
31/03/11£1,130£292£838£6£963£96339.600
31/03/10£243£118£125n/an/an/an/an/an/a
31/03/09£10£10£1n/an/an/an/an/an/a

Financial Ratios
Fundraising Costs/Relevant Income: 3.3%
Fundraising Costs/Total Spending: 3.4%
Highest pay band: Less than £60,000
Liabilities/Assets: 37%
Liabilities/Income: 103%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 23.7 months
Net Current Assets/Spending: 5 months
Quick Ratio: 1.4
Asset Split ?
Balance Sheet History
Established: 16 years

02087310777

Charity Commission for England and WalesCompanies House
UN SDGs
?
Listed activities
  • Education/Training
  • 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
  • Throughout London,
Who it helps
  • Children/Young People
  • Other Charities Or Voluntary Bodies
  • 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 (2)
Gender Split

Age Range of Trustees: 61-63
  • DAVID OESTREICHER (Chair) Appointed: 2008, Occupation: Co Director
  • PEARL OESTREICHER, Occupation: Housewife
Legal constitution
  • Charitable company registered in England & Wales on 20/08/2008, number: 1125568
  • Registered at Companies House on 23/07/2008, number: 06655005
Gift Aid
  • NOT registered with HMRC for Gift Aid
Policies in force
  • Complaints policy and procedures
  • 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
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
Filing Record
15 returns made; all on time
Main office

NEW BURLINGTON HOUSE
1075 FINCHLEY ROAD
LONDON
NW11 0PU

Objectives

THE OBJECTS FOR WHICH THE COMPANY IS ESTABLISHED ARE TO PROMOTE THE ADVANCEMENT AND FURTHERANCE OF THE ORTHODOX JEWISH RELIGION, JEWISH EDUCATION AND THE ALLEVIATION OF POVERTY AMONG THE JEWISH COMMUNITY THROUGHOUT THE WORLD.

Defined Area of Benefit:

UNDEFINED. IN PRACTICE, NATIONAL AND OVERSEAS

Data Sources

Charity Commission for England and Wales

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