Finance Score: 3
Governance Score: 0
Support Score: 11
  • Liabilities <10%: +3
  • Excess liquidity: -1
  • Multiple Deficits: -2
  • Fundraising costs low: +3
    • Overall weighted support: +11
    Overall GiG Score: 14 ?

    BETH SHALOM LIMITED

    The charity runs an education centre (the National Holocaust Centre & Museum) providing an opportunity for schoolchildren, professionals, groups working in local communities and the public to examine, learn and apply the lessons for humanity from the events of the Holocaust and contemporary acts of injustice. The gardens provide a place for reflection and memorial for survivors and relatives.
    Analysis by Giving is Great

    Positives:

    • This charity has a robust balance sheet
    • Fundraising costs are unusually low relative to funds raised
    • A significant proportion of recent income was derived from major grant makers including the Government

    Financial issues to consider:

    • Liquidity appeared to be in excess of CC guidelines at the latest year end especially considering the historic stability of income
    • There has been a change of accounting period recently, so trends may be hard to determine
    • On several occasions in recent years income has been less than spending

    Financial Data ?

    Income & Spending ?
    N.B. data has been adjusted to reflect year end change
    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£2,307£1,523£784£92£3,839£2,08216.43238
    31/03/22£1,503£1,821£-319£141£3,055£2,17714.33530
    31/03/21?£2,323£1,963£360£165£3,374£2,55515.63345
    31/12/19£1,937£1,773£164£199£3,014£2,41816.43746
    31/12/18£1,453£1,587£-134£131£2,850£2,40418.23430
    31/12/17£2,139£1,433£706£139£2,984£1,0158.5350
    31/12/16£1,728£1,665£63£130£2,279£1,1027.9350
    31/12/15*£1,791£1,127£664£139£2,152£1,13812.1150
    31/12/14£1,271£1,129£141£255£1,476£7087.5180
    31/12/13£925£971£-46£107£1,335£7158.8160
    31/12/12£937£816£121£193£1,381£76211.2130
    31/12/11£895£837£58£246£1,260£6128.8150
    31/12/10£681£629£52£139£1,202£55210.5150
    31/12/09£1,319£1,129£190£373£1,150£4064.3210
    31/12/08£1,162£980£182£274£960£3654.5300
    31/12/07?*£1,280£1,366£-86£224£506£900.8230
    30/09/06*£949£624£326n/an/an/an/an/an/a
    30/09/05*£721£884£-162n/an/an/an/an/an/a
    30/09/04*£820£807£13n/an/an/an/an/an/a

    Financial Ratios
    Fundraising Costs/Relevant Income: 4.1%
    Fundraising Costs/Total Spending: 6%
    Highest pay band: Less than £60,000
    Liabilities/Assets: 4%
    Liabilities/Income: 8%
    Unrestricted Funds/Total Funds: 54%
    Reserves/Spending: 16.4 months
    Net Current Assets/Spending: 15 months
    Quick Ratio: 12.9
    Asset Split ?
    Balance Sheet History
    Established: 45 years

    www.holocaust.org.uk

    office@holocaust.org.uk

    01623836627

    Charity Commission for England and WalesCompanies House
    UN SDGs
    ?
    Listed activities
    • Education/Training
    • Human Rights/Religious Or Racial Harmony/Equality Or Diversity
    GiG Classification
    • Museums, parks, historical sites
    How it operates
    • Acts as an umbrella or resource body
    • Provides advocacy/advice/information
    • Provides buildings/facilities/open space
    • Provides services
    Where it operates
    • Throughout England And Wales,
    Who it helps
    • Children/Young People
    • People Of A Particular Ethnic Or Racial Origin
    • The General Public/Mankind

    Who supports them? ?

    Donations from Grant Makers ?

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

    Major supporters in last 5 years
    Pears Foundation£1,600,000
    DCMS£509,750
    Garfield Weston Foundation£314,500
    Ministry for Housing, Communities and Local Government£138,000
    Wolfson Foundation£50,000
    National Lottery Heritage Fund£26,800
    Specific Donations
    Amount When
    Months
    To be used for
    Garfield Weston Foundation - Major Grants award
    £100,000 23/09/2022
    Reaching new and diverse audiences with stories of survival and safe refuge in the UK
    Pears Foundation - Core Funding
    £200,000 01/07/2022
    12
    Core Funding
    Wolfson Foundation - Grant to The National Holocaust Centre and Museum
    £50,000 08/06/2022
    Redevelopment
    DCMS - Investment funds
    £49,750 31/05/2022
    We are the national development agency for creativity and culture. By 2030 we want England to be a country in which the creativity of each of us is valued and given the chance to flourish and where ....more
    Pears Foundation - Grant to The National Holocaust Centre and Museum
    £1,000,000 21/03/2022
    Site redevelopment
    DCMS - Capital Investment Programme
    £460,000 04/03/2022
    The Capital Investment Programme is an open access programme to support cultural organisations to adjust buildings and equipment so that they can operate safely post-pandemic and improve access, ....more
    Alan & Babette Sainsbury Charitable Fund - Towards its capital redevelopment.
    £5,000 23/11/2021
    Towards its capital redevelopment.
    Alan & Babette Sainsbury Charitable Fund - Towards its capital redevelopment.
    £5,000 23/11/2021
    Towards its capital redevelopment.
    Pears Foundation - Grant to The National Holocaust Centre and Museum
    £200,000 21/06/2021
    Core Funding
    Ministry for Housing, Communities and Local Government - Holocaust Awareness Raising
    £138,000 17/05/2021
    To raise awareness on social media channels and through community engagement via Foundation Stones
    Garfield Weston Foundation - WCF award - COVID19 response
    £214,500 05/02/2021
    Weston Culture Fund
    National Lottery Heritage Fund - Grant to Beth Shalom Limited
    £26,800 01/09/2020
    COVID19: Beth Shalom Limited
    Pears Foundation - Grant to The National Holocaust Centre and Museum
    £200,000 17/04/2020
    12
    Core funding
    National Lottery Community Fund - Stories of Survival
    £9,880 09/10/2019
    12
    Stories of Survival
    Pears Foundation - Grant to The National Holocaust Centre and Museum
    £200,000 27/05/2019
    12
    Core funding
    DCMS - Enhancing the Visitor Experience at The National Holocaust Centre and Museum
    £31,000 01/04/2019
    The DCMS/Wolfson Museums and Galleries Improvement Fund has four objectives: to increase the number of artefacts on display, to improve physical access to collections, to improve access for disabled ....more
    ARTS COUNCIL ENGLAND - Holocaust Memoryscapes
    £150,000 18/12/2018
    23
    What it is? “In Conversation With” is an encounter with witnesses of Nazi concentration camps arising from collaboration between world class researchers, educators, technologists and artists. ....more
    National Lottery Heritage Fund - Grant to Beth Shalom Limited
    £97,100 13/09/2018
    Reaching new and diverse audiences with stories of survival and safe refuge in the UK: Newark Holocaust Museum
    Pears Foundation - Grant to The National Holocaust Centre and Museum
    £200,000 21/05/2018
    12
    Core funding
    ARTS COUNCIL ENGLAND - NPO 2018-22: Band 2
    £300,000 01/04/2018
    11
    National portfolio organisation- are leaders in their areas, with a collective responsibility to protect and develop our national arts and cultural ecology.
    Paul Hamlyn Foundation - Testing the Impact of Be Inspired
    £59,000 25/09/2017
    18
    The museum wants to test two versions of Be Inspired, a creative writing programme for primary school children that draws on refugees’ stories and survivors’ testimony. The project educator will ....more
    Pears Foundation - Grant to The National Holocaust Centre and Museum
    £200,000 17/03/2017
    12
    Core funding
    Nesta - ACE0366
    £20,000 17/05/2016
    8
    Accelerator for the Arts programme grant to The National Holocaust Centre and Museum Grant Ref ACE0366
    Pears Foundation - Grant to The National Holocaust Centre and Museum
    £200,000 19/04/2016
    12
    Core funding
    Pears Foundation - Grant to The National Holocaust Centre and Museum
    £300,000 27/05/2015
    12
    Interactive Testimony Project
    Pears Foundation - Grant to The National Holocaust Centre and Museum
    £200,000 30/04/2015
    12
    Core funding
    Nesta - ACE0334
    £124,730 26/08/2014
    Digital R&D Fund programme grant to The National Holocaust Centre and Museum Grant Ref ACE0334
    National Lottery Heritage Fund - Grant to Beth Shalom Limited
    £84,600 11/12/2013
    Capturing Holocaust survivor testimony today for the benefit of tomorrow
    National Lottery Heritage Fund - Grant to Beth Shalom Limited
    £500,000 21/05/2013
    Telling Their Story to the World
    Show more rows

    Data sourced from Donors via 360 Giving

    How is it governed?

    Trustees (9)
    Current Trustees appointed
    Gender Split

    Age Range of Trustees:
    • ABIGAIL SARAH LEVITT Appointed: 2018, Occupation: Charity Director
    • DR JAMES MICHAEL SMITH CBE
    • DR MARTIN ADAM STERN Appointed: 2023, Occupation: Retired
    • HENRY GRUNWALD OBE KC (Chair)
    • JUSTIN BENEDICT MCLAREN Appointed: 2023, Occupation: Writer
    • LAURA WELLER Appointed: 2020, Occupation: Charity Worker
    • REV BRUCE DAVID THOMPSON Appointed: 2023
    • RICHARD HOWARD KLIENER Appointed: 2018
    • ROBERT THOMPSON Appointed: 2021, Occupation: Student
    Legal constitution
    • Charitable company registered in England & Wales on 01/08/1979, number: 509022
    • Registered at Companies House on 12/09/1978, number: 01388313
    Gift Aid
    • Registered with HMRC for Gift Aid
    Policies in force
    • Bullying and harassment policy and procedures
    • Complaints handling
    • 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
    • Paying staff
    • 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
    • Volunteer management
    Filing Record
    19 returns made; AR15: 14 days late, AR07: 5 days late, AR06: 504 days late, AR05: 870 days late, AR04: 23 days late,
    Main office

    Acre Edge Road
    Laxton
    Newark
    Newark
    NG22 0PA

    Objectives

    (1) TO PROMOTE AND ADVANCE RELIGION, PROVIDING THE OPPORTUNITY FOR OPENNESS, TRUTH AND RECONCILIATION BETWEEN RELIGIOUS AND ETHNIC GROUPS FROM ALL WALKS OF LIFE, INCLUDING, BUT NOT LIMITED TO CHRISTIANITY AND JUDAISM, FOR THE PUBLIC BENEFIT.(2) THE ADVANCEMENT OF EDUCATION OF HUMANITARIANISM THROUGH INCREASING KNOWLEDGE AND UNDERSTANDING LESSONS OF THE HOLOCAUST, IN PARTICULAR BUT NOT EXCLUSIVELY BY THE ESTABLISHMENT AND MAINTENANCE OF A MUSEUM/COLLECTION DEDICATED TO THE EVENTS SURROUNDING THE HOLOCAUST

    Defined Area of Benefit:

    NOT DEFINED

    Data Sources

    Charity Commission for England and Wales
    360 Giving

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