SPANISH AND PORTUGUESE JEWS' SYNAGOGUE COMMON INVESTMENT FUND
Charity Number: 1104449
Charity overview
Activities - how the charity spends its money
To invest as a common fund for the benefit of the charities associated with the Spanish & Portuguese Jews' Congregation
Income and expenditure
Data for financial year ending 31 October 2023
Total income: £341,908
Total expenditure: £88,960
People
11 Trustee(s)
2 Volunteer(s)
Employees with total benefits over £60,000
No information availableFundraising
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
What the charity does:
- General Charitable Purposes
Who the charity helps:
- Other Defined Groups
How the charity helps:
- Provides Other Finance
Where the charity operates:
- Throughout London
Governance
Registration history:
- 21 June 2004: Standard registration
Organisation type:
Other
Other names:
- THE LONDON SEPHARDI TRUST INVESTMENT POOL (Working name)
- LST INVESTMENT POOL (Previous name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
- 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
Land and property:
This charity does not own and/or lease 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
11 Trustee(s)
| Name | Role | Date of appointment | Other trusteeships | Reporting status of other trusteeships | ||||
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| DAVID DWEK | Chair | 03 August 2011 |
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| Elliot Samuel Joseph Arwas | Trustee | 22 April 2021 |
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| Natalie Leon | Trustee | 30 October 2019 |
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| Philip Magnus | Trustee | 30 October 2019 |
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| Frank Martin | Trustee | 29 April 2018 |
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| JEREMY SMOUHA | Trustee | 01 November 2014 |
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| GERARD MIZRAHI | Trustee | 01 November 2014 |
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| Marc Iarchy | Trustee | 25 June 2013 |
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| EDWARD AZOUZ | Trustee |
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| BERNARD MOCATTA | Trustee |
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| LEON NAHON | Trustee |
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Financial history
Financial period end date
| Income / Expenditure | 31/10/2019 | 31/10/2020 | 31/10/2021 | 31/10/2022 | 31/10/2023 | ||
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Total gross income | £350.31k | £294.20k | £310.13k | £322.56k | £341.91k | |
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Total expenditure | £92.01k | £90.08k | £87.60k | £98.97k | £88.96k | |
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Income from government contracts | N/A | N/A | N/A | N/A | N/A | |
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Income from government grants | N/A | N/A | N/A | N/A | N/A |
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 | 31 October 2023 | |||
| Accounts and TAR | 31 October 2023 | |||
| Annual return | 31 October 2022 | |||
| Accounts and TAR | 31 October 2022 | |||
| Annual return | 31 October 2021 | |||
| Accounts and TAR | 31 October 2021 | |||
| Annual return | 31 October 2020 | 30 August 2021 | On Time | |
| Accounts and TAR | 31 October 2020 | 30 August 2021 | On Time | Download Open in new window |
| Annual return | 31 October 2019 | 24 August 2020 | On Time | |
| Accounts and TAR | 31 October 2019 | 24 August 2020 | On Time | Download Open in new window |