RABBI SACKS LEGACY TRUST

Charity number: 1152781
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Since its establishment in July 2013, the Trustees have sought to advance the mission, vision and teachings of Rabbi Lord Jonathan Sacks as a reflection of, and in order to promote, the charitable objectives of the Covenant & Conversation Trust. These are based on the articulation and promotion of a Judaism that is connected to its rich heritage whilst simultaneously engaged with the world.

Income and expenditure

Data for financial year ending 31 December 2023

Total income:
£775,661

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Donations and legacies £775.66k
Charitable activities £0
Other trading activities £0
Investments £0
Other £0

Total expenditure:
£832,741

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Raising funds £0
Charitable activities £832.74k
Other £0

£0 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 £0
Charitable expenditure £832.74k

People

4 Employee(s)

15 Trustee(s)

Employees with total benefits over £60,000

Number of employees
£140k to £150k 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

What the charity does:
  • Education/training
  • Religious Activities
  • Human Rights/religious Or Racial Harmony/equality Or Diversity
Who the charity helps:
  • The General Public/mankind
How the charity helps:
  • Other Charitable Activities
Where the charity operates:
  • Throughout England And Wales
  • Australia
  • Canada
  • Israel
  • South Africa
  • United States

Governance

Registration history:
  • 09 July 2013: Standard registration
Organisation type:
Charitable company
Other names:
  • THE COVENANT AND CONVERSATION TRUST (Previous name)
Company number:
08556127 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Complaints policy and procedures
  • 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
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses 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

15 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
ELLIOTT BENJAMIN GOLDSTEIN Chair 01 November 2021
None on record
Julia Chain Trustee 04 December 2024
None on record
Eliot Kaye Trustee 04 December 2024
None on record
Daniel Sacker Trustee 19 September 2024
None on record
Gary Phillips Trustee 19 September 2024
THE MAX BARNEY FOUNDATION
Received: On time
THE LONDON SCHOOL OF JEWISH STUDIES
Received: On time
LONDON MACCABI RECREATIONAL TRUST
Received: On time
THE INSTITUTE OF JEWISH STUDIES
Received: On time
Daniel Taub Trustee 22 March 2022
None on record
Terri Kirshner-Herenstein Trustee 24 February 2022
None on record
MIchal Cotler Trustee 24 February 2022
None on record
Dayan Ivan Binstock Trustee 24 February 2022
None on record
ALAN SACKS Trustee 14 December 2021
BRITISH FRIENDS OF ALEH
Charity reporting is overdue by 81 days
THE BRITISH FRIENDS OF MASAT MOSHE
Received: 119 days late
THE MILLENNIUM TRUST
Received: 119 days late
Joshua Sacks Trustee 24 January 2021
None on record
Gila Sacks Trustee 24 January 2021
THE PORTLAND TRUST
Received: On time
UNITED JEWISH ISRAEL APPEAL
Received: On time
LADY ELAINE SACKS Trustee 24 January 2021
None on record
MICHAEL HOWARD GOLDSTEIN Trustee 06 August 2013
THE JEWISH LEADERSHIP COUNCIL
Received: On time
HULL HEBREW CONGREGATION
Received: On time
RUISLIP AND DISTRICT SYNAGOGUE TRUST
Received: On time
UNITED SYNAGOGUE
Received: On time
THE UNITED SYNAGOGUE BEQUESTS AND TRUSTS FUND
Received: On time
THE UNITED SYNAGOGUE YOUTH CHARITY
Received: On time
LONDON BOARD OF JEWISH RELIGIOUS EDUCATION
Received: On time
SCOPUS JEWISH EDUCATIONAL TRUST
Received: On time
CHIEF RABBINATE TRUST
Received: On time
SHEFFIELD JEWISH CONGREGATION AND CENTRE
Received: On time
STUART RODEN Trustee 20 June 2013
THE WARBURG CHARITABLE TRUST
Received: 74 days late
UP - UNLOCKING POTENTIAL
Received: On time
FOUNDATION FOR JEWISH HERITAGE
Received: On time
THE INSTITUTE OF JEWISH STUDIES
Received: On time

Financial history

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Financial period end date

Income / Expenditure 05/04/2020 05/04/2021 05/04/2022 31/12/2022 31/12/2023
Total gross income £621.42k £493.85k £876.77k £339.86k £775.66k
Total expenditure £498.50k £520.83k £689.49k £582.69k £832.74k
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
Income - Donations and legacies £562.08k N/A £862.83k N/A £775.66k
Income - Other trading activities £0 N/A £0 N/A £0
Income - Charitable activities £59.33k N/A £13.91k N/A £0
Income - Endowments £0 N/A £0 N/A £0
Income - Investment £0 N/A £0 N/A £0
Income - Other £15 N/A £0 N/A £0
Income - Legacies £0 N/A £0 N/A £0
Expenditure - Charitable activities £498.50k N/A £689.49k N/A £832.74k
Expenditure - Raising funds £0 N/A £0 N/A £0
Expenditure - Governance £0 N/A £0 N/A £4.79k
Expenditure - Grants institution £0 N/A £0 N/A £0
Expenditure - Investment management £0 N/A £0 N/A £0
Expenditure - Other £0 N/A £0 N/A £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 05/04/2020 05/04/2021 05/04/2022 31/12/2022 31/12/2023
Own use assets £0 N/A £0 N/A £0
Long-term investments £0 N/A £0 N/A £0
Other assets £223.54k N/A £383.85k N/A £159.41k
Defined benefit pension scheme asset or liability £0 N/A £0 N/A £0
Total liabilities £0 N/A £0 N/A £75.46k

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 December 2023 09 July 2024 On Time
Accounts and TAR 31 December 2023 09 July 2024 On Time Download Open in new window
Annual return 31 December 2022 09 October 2023 On Time
Accounts and TAR 31 December 2022 09 October 2023 On Time Download Open in new window
Annual return 05 April 2022 28 June 2022 On Time
Accounts and TAR 05 April 2022 28 June 2022 On Time Download Open in new window
Annual return 05 April 2021 15 December 2021 On Time
Accounts and TAR 05 April 2021 15 December 2021 On Time Download Open in new window
Annual return 05 April 2020 25 August 2020 On Time
Accounts and TAR 05 April 2020 25 August 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 04 JUN 2013 as amended on 17 Mar 2021 as amended on 22 Mar 2022

Charitable objects

THE CHARITY IS ESTABLISHED FOR THE ADVANCEMENT OF RELIGION, THE ADVANCEMENT OF EDUCATION AND THE PROMOTION OF RELIGIOUS HARMONY, EQUALITY AND DIVERSITY FOR THE PUBLIC BENEFIT WORLDWIDE, INCLUDING IN PARTICULAR (BUT NOT LIMITED TO): (A) THE PROVISION OF A TORAH VOICE BOTH NATIONALLY WITHIN THE UNITED KINGDOM AND INTERNATIONALLY; (B) THE PROMOTION AND DISSEMINATION OF THE TEACHING AND INTERPRETATION OF JEWISH THOUGHT AND ETHICAL VALUES; (C) THE PROMOTION OF INSPIRATIONAL LEADERSHIP WHETHER RABBINICAL, EDUCATIONAL OR LAY FOR THE BENEFIT NOT ONLY OF THE JEWISH COMMUNITY BUT OF SOCIETY AT LARGE; (D) THE PROMOTION OF UNDERSTANDING BETWEEN FAITH WITH A PARTICULAR BUT NOT EXCLUSIVE FOCUS UPON THE ROLE AND EXPRESSION OF MORALITY IN CIVIL SOCIETY; AND (E) SUCH OTHER CHARITABLE PURPOSES WHICH ARE BENEFICIAL TO THE PUBLIC AND WHICH ARE CONSISTENT WITH THE OBJECTS STATED ABOVE AS THE TRUSTEES SHALL IN THEIR ABSOLUTE DISCRETION DETERMINE.

Contact information

Address:
44a Albert Road
LONDON
London
London
NW4 2SJ
Phone:
02072866391
Email:
joanna@rabbisacks.org
Website:

www.rabbisacks.org Open in new window