THE DORFMAN FOUNDATION

Charity Number: 1120714
Charity reporting is up to date (15 days late)

Charity overview

Activities - how the charity spends its money

The trustees hold the Trust Capital and income generated from it to pay or apply towards or for the benefit of such charitable purposes or charitable institutions as the trustees , at their absolute discretion determine.

Income and expenditure

Data for financial year ending 05 April 2024

Total income: £76,503
Total expenditure: £1,306,412

People

7 Trustee(s)

Employees with total benefits over £60,000

No information available

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:
  • General Charitable Purposes
Who the charity helps:
  • Other Charities Or Voluntary Bodies
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Organisations
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 30 August 2007: Standard registration
Organisation type:
Other
Other names:

No other names

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
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

7 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
ANTHONY WAGERMAN Trustee
PARTNERSHIP FOR JEWISH SCHOOLS LIMITED
Received: On time
CHARLES SAMUEL DORFMAN Trustee
None on record
AMY ISABEL LUX Trustee
None on record
PETER LEACH Trustee
None on record
SOPHIE JEAN DORFMAN Trustee
None on record
SARAH ANN DORFMAN Trustee
None on record
Sir Lloyd Dorfman CVO OBE Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 05/04/2020 05/04/2021 05/04/2022 05/04/2023 05/04/2024
Total gross income £194.49k £166.51k £142.59k £108.62k £76.50k
Total expenditure £2.34m £1.43m £1.18m £517.37k £1.31m
Income from government contracts N/A N/A N/A N/A N/A
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 05 April 2024 20 February 2025 15 days late
Accounts and TAR 05 April 2024 20 February 2025 15 days late
Annual return 05 April 2023 08 March 2024 32 days late
Accounts and TAR 05 April 2023 22 March 2024 46 days late
Annual return 05 April 2022 03 February 2023 On Time
Accounts and TAR 05 April 2022 03 February 2023 On Time
Annual return 05 April 2021 04 February 2022 On Time
Accounts and TAR 05 April 2021 04 February 2022 On Time
Annual return 05 April 2020 29 January 2021 On Time
Accounts and TAR 05 April 2020 29 January 2021 On Time
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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.

DECLARATION OF TRUST DATED 26 FEBRUARY 2007 as amended on 31 Aug 2018

Charitable objects

1.2 THE OBJECTS OF THE TRUST ARE ALL OR ANY PURPOSES WHICH ARE CHARITABLE ACCORDING TO ENGLISH LAW AS THE TRUSTEES MAY FROM TIME TO TIME DECIDE. IT IS RECOGNISED THAT THE DEFINITION OF WHAT IS 'CHARITABLE' ACCORDING TO ENGLISH LAW CHANGES OVER TIME AND IT IS INTENDED THAT (WHILST NOTHING SHOULD BE DONE WHICH IS NOT EXCLUSIVELY CHARITABLE AT THE DATE THAT IT IS DONE) THE OBJECTS OF THE TRUST SHOULD CHANGE IN LINE WITH THE LAWS OF ENGLAND SO THAT IN THE FUTURE THINGS MAY BE DONE (WHEN THEY ARE CHARITABLE) WHICH ARE NOT CHARITABLE AT THE DATE OF THIS DEED. 1.3 THE TRUSTEES SHALL PAY OR APPLY OR CAUSE TO BE PAID OR APPLIED AT SUCH TIME OR TIMES AND IN SUCH MANNER AS THE TRUSTEES SHALL IN THEIR DISCRETION THINK FIT THE INCOME AND IF AND IN SO FAR AS THE TRUSTEES SHALL THINK FIT THE CAPITAL OF THE TRUST IN PROMOTING THE OBJECTS. 1.4 THE TRUSTEES MAY AT THEIR ABSOLUTE DISCRETION FOR THE PERIOD OF 21 YEARS FROM THE DATE OF THIS DEED INSTEAD OF APPLYING THE INCOME OF THE TRUST IN ANY YEAR ACCUMULATE ALL OR ANY PART OF SUCH INCOME BY INVESTING THE SAME AND THE RESULTING INCOME AND HOLD THE SAME AS PART OF THE CAPITAL OF THE TRUST WITHOUT PREJUDICE TO THEIR RIGHT TO APPLY THE WHOLE OR ANY PART OF SUCH ACCUMULATED INCOME IN ANY SUBSEQUENT YEAR AS IF THE SAME WERE INCOME OF THE TRUST ARISING IN THE THEN CURRENT YEAR.

Area of benefit

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

WORLDWIDE

Contact information

Address:
22 MANCHESTER SQUARE
LONDON
W1U 3PT
Phone:
+442077251221
Email:
charity.correspondence@bdo.co.uk
Website:

No information available