GERALD EDELMAN FOUNDATION

Charity number: 1191776
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The Trustees have a agreed upon a grant policy whereby support will in the initial stages be applied towards third party institutions which operate in line with the aims and objectives of the Foundation. If it is deemed beneficial at a later stage staff may be involved in the mentoring of selected beneficiaries if this is deemed beneficial to such beneficiaries.

Income and expenditure

Data for financial year ending 05 April 2024

Total income: £3,459
Total expenditure: £7,274

People

4 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
  • Education/training
Who the charity helps:
  • Children/young People
  • Other Charities Or Voluntary Bodies
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
  • Provides Advocacy/advice/information
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 13 October 2020: CIO registration
Organisation type:
CIO
Other names:

No other names

Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Conflicting interests
  • Internal charity financial controls policy and procedures
  • Safeguarding vulnerable beneficiaries
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

4 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
RICHARD KLEINER FCA Chair 13 October 2020
THE FLORENCE KLEINER FOUNDATION
Received: On time
CARL LUNDBERG Trustee 26 February 2024
None on record
HOWARD WOOLF Trustee 13 October 2020
None on record
DEVAL PATEL Trustee 13 October 2020
None on record

Financial history

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Financial period end date

Income / Expenditure 05/04/2022 05/04/2023 05/04/2024
Total gross income £7.27k £5.53k £3.46k
Total expenditure £0 £4.70k £7.27k
Income from government contracts N/A N/A N/A
Income from government grants 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 22 January 2025 On Time
Accounts and TAR 05 April 2024 22 January 2025 On Time Download Open in new window
Annual return 05 April 2023 28 February 2024 23 days late
Accounts and TAR 05 April 2023 28 February 2024 23 days late Download Open in new window
Annual return 05 April 2022 12 January 2023 On Time
Accounts and TAR 05 April 2022 12 January 2023 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.

CIO - FOUNDATION Registered 13 Oct 2020

Charitable objects

THE OBJECTS OF THE CIO, BEING UNDERTAKEN FOR THE PUBLIC BENEFIT IN THE UK AND ELSEWHERE IN THE WORLD AS THE TRUSTEES DECIDE, ARE: A) THE ADVANCEMENT OF EDUCATION THROUGH THE SUPPORT OF EDUCATIONAL ESTABLISHMENTS SUCH AS SCHOOLS, COLLEGES AND UNIVERSITIES OR ORGANISATIONS; B) THE ADVANCEMENT OF EDUCATION OF YOUNG PEOPLE AS WELL AS THE PROVISION OF SUPPORT AND ASSISTANCE TO PROVIDE A STABLE ENVIRONMENT FOR SUCH YOUNG PEOPLE TO PROSPER AND SUCCEED; C) SUCH CHARITABLE PURPOSES FOR THE PUBLIC BENEFIT AS ARE EXCLUSIVELY CHARITABLE ACCORDING TO THE LAWS OF ENGLAND AND WALES AS THE TRUSTEES MAY FROM TIME TO TIME DETERMINE.

Contact information

Address:
Gerald Edelman Chartered Accountant
73 Cornhill
LONDON
EC3V 3QQ
Phone:
02072991400
Email:
shosier@geraldedelman.com
Website:

No information available