WIZO.UK

Charity number: 1125012
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

To give assistance & relief to impoverished women and children in Israel.To help support and strengthen the family in Israel, to enable our charitable work to include citizens of all religious beliefs, race & creed and to further Jewish education in Israel, the UK and the Republic of Ireland.To sponsor all existing projects in Israel including day care centres, family centres & other projects.

Income and expenditure

Data for financial year ending 30 September 2023

Total income:
£2,039,452

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Donations and legacies £1.32m
Charitable activities £558.03k
Other trading activities £0
Investments £157.18k
Other £0

Total expenditure:
£2,112,664

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Raising funds £546.66k
Charitable activities £1.57m
Other £0

£303,924 investments gains (losses)

Charitable expenditure

Charitable expenditure

Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.

In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.

Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.

By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.

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Raising funds and other expenditure £546.66k
Charitable expenditure £1.57m

People

14 Employee(s)

8 Trustee(s)

460 Volunteer(s)

Employees with total benefits over £60,000

Number of employees
£70k to £80k 1

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

Main way of carrying out purposes is grant making
What the charity does:
  • Education/training
  • Disability
  • The Prevention Or Relief Of Poverty
  • Overseas Aid/famine Relief
  • Accommodation/housing
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • Other Charities Or Voluntary Bodies
  • Other Defined Groups
How the charity helps:
  • Makes Grants To Organisations
  • Provides Buildings/facilities/open Space
  • Provides Services
  • Provides Advocacy/advice/information
  • Other Charitable Activities
Where the charity operates:
  • Throughout England
  • Israel
  • Scotland

Governance

Registration history:
  • 16 July 2008: Standard registration
  • 09 April 2024: Funds received from 260522 THE DAVID LANDAU CHARITABLE TRUST
Organisation type:
Charitable company
Other names:

No other names

Company number:
06634748 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Campaigns and political activity 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
  • Investment
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • 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
Land and property:
This charity owns and/or leases land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

8 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Francine Barsam Trustee 17 September 2024
None on record
Natasha Kaye Trustee 14 May 2024
None on record
Dr Kate Schnelling Trustee 24 January 2023
None on record
Danielle Shane Trustee 14 September 2021
None on record
Annabel Rachel Stelzer Trustee 07 July 2021
None on record
Natasha Hausdorff Trustee 24 November 2020
None on record
Claude Littner Trustee 24 November 2020
None on record
Stephen Jonathan Brower Trustee 26 November 2019
None on record

Financial history

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Financial period end date

Income / Expenditure 30/09/2019 30/09/2020 30/09/2021 30/09/2022 30/09/2023
Total gross income £2.04m £1.24m £2.29m £1.39m £2.04m
Total expenditure £2.74m £1.47m £2.57m £1.49m £2.11m
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A £56.29k £5.05k N/A N/A
Income - Donations and legacies £466.20k £544.83k £1.32m £833.49k £1.32m
Income - Other trading activities £0 £0 £0 £0 £0
Income - Charitable activities £1.39m £555.14k £843.62k £438.39k £558.03k
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £184.20k £142.51k £134.79k £119.97k £157.18k
Income - Other £0 £0 £0 £0 £0
Income - Legacies £36.15k £124.63k £957.19k £484.79k £895.08k
Expenditure - Charitable activities £2.06m £1.12m £2.24m £1.19m £1.57m
Expenditure - Raising funds £674.51k £348.85k £331.64k £307.63k £546.66k
Expenditure - Governance £28.85k £29.75k £34.39k £34.55k £35.28k
Expenditure - Grants institution £1.33m £479.62k £1.65m £567.40k £821.76k
Expenditure - Investment management £59.34k £54.91k £58.00k £52.40k £56.94k
Expenditure - Other £0 £0 £0 £0 £0

Assets and liabilities

Definitions for assets and liabilities
Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

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Asset / Liability 30/09/2019 30/09/2020 30/09/2021 30/09/2022 30/09/2023
Own use assets £3.55k £7.39k £7.81m £23.75k £17.55k
Long-term investments £8.09m £7.69m £7.40k £6.84m £6.66m
Other assets £1.19m £444.48k £1.35m £1.03m £1.25m
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £3.58m £2.10m £2.46m £1.75m £1.55m

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 30 September 2023 30 July 2024 On Time
Accounts and TAR 30 September 2023 30 July 2024 On Time Download Open in new window
Annual return 30 September 2022 27 June 2023 On Time
Accounts and TAR 30 September 2022 27 June 2023 On Time Download Open in new window
Annual return 30 September 2021 29 July 2022 On Time
Accounts and TAR 30 September 2021 29 July 2022 On Time Download Open in new window
Annual return 30 September 2020 30 July 2021 On Time
Accounts and TAR 30 September 2020 30 July 2021 On Time Download Open in new window
Annual return 30 September 2019 18 July 2020 On Time
Accounts and TAR 30 September 2019 18 July 2020 On Time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

MEMORANDUM AND ARTICLES INCORPORATED 01/07/2008 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 01/05/2013 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 22 JUN 2016

Charitable objects

1 TO BENEFIT THE PEOPLE OF ISRAEL BY SUPPORTING THE CHARITABLE WORK OF WIZO IN THE STATE OF ISRAEL THROUGH THE SUPPORT OF YOUNG PEOPLE, WOMEN AFFECTED BY VIOLENCE, FAMILIES IN NEED, IMMIGRANTS AND THE ELDERLY; 2 TO ADVANCE, FOR THE BENEFIT OF THE PUBLIC, EDUCATION (INCLUDING VOCATIONAL SCHOOLS) AMONGST ALL SECTIONS OF THE POPULATION IN ISRAEL; 3 TO RELIEVE POVERTY AMONGST ALL SECTIONS OF THE POPULATION IN ISRAEL; 4 TO ADVANCE, FOR THE BENEFIT OF THE PUBLIC, EDUCATION AMONGST ALL SECTIONS OF THE JEWISH COMMUNITIES OF THE UNITED KINGDOM AND THE REPUBLIC OF IRELAND.

Area of benefit

The area the charity can operate in, as set out in its governing document.

ISRAEL

Contact information

Address:
3 Penta Court
Station Road
Borehamwood
WD6 1SL
Phone:
02073199169
Email:
central@wizouk.org
Website:

www.wizouk.org Open in new window