Finance Score: 0

Governance Score: 3

Support Score: 3

Liabilities <10%: +3
Excess reserves: -4
Multiple Deficits: -2
Fundraising costs low: +3

Good trustee age range: +3
Dynamic board: +3
All male board: -3

Overall weighted support: +3

Overall GiG Score: 6

BOARD OF DEPUTIES CHARITABLE FOUNDATION

Relating to any part of world:--advancement of the education of the public & the knowledge & understanding of Judaism & Jewish history & culture; the promotion of research into those disciplines; the promotion of good race relations between the Jewish community & the rest of society; the promotion of the efficiency of the police within the community at large & the promotion of good citizenship

Analysis by Giving is Great

Positives:

The charity has received modest backing from several prominent grant makers recently
This charity has a robust balance sheet
Fundraising costs are unusually low relative to funds raised
The Board appears to be well diversified in terms of age and dynamic in terms of composition

Regulatory & Governance issues to consider:

Why is the Board completely male?
Over half the Board have joined recently

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £4,825,445 available, equivalent to 43 months of spending and so may not be able to utilise additional funding
On several occasions in recent years income has been less than spending

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/12/23		£1,189	£1,362	£-174	£19	£4,825	£4,825	42.5	17	0
31/12/22		£1,696	£1,464	£231	£67	£4,723	£4,649	38.1	18	4
31/12/21		£1,156	£1,203	£-47	£124	£4,882	£4,872	48.6	16	60
31/12/20		£1,254	£1,201	£53	£11	£4,517	£4,493	44.9	16	299
31/12/19		£1,190	£1,356	£-165	£188	£4,221	£4,183	37	17	50
31/12/18		£1,299	£1,280	£19	£129	£4,031	£4,010	37.6	15	0
31/12/17		£1,417	£1,332	£86	£127	£4,211	£4,196	37.8	13	0
31/12/16		£1,235	£1,387	£-152	£143	£3,997	£3,971	34.4	13	0
31/12/15		£1,167	£1,499	£-332	£252	£4,149	£4,120	33	14	0
31/12/14		£4,820	£1,365	£3,455	£164	£4,480	£4,435	39	14	0
31/12/13	*	£1,167	£1,205	£-38	£237	£989	£928	9.2	15	0
31/12/12		£1,173	£1,155	£18	£256	£1,065	£1,013	10.5	14	0
31/12/11		£1,255	£1,143	£112	£241	£1,045	£1,009	10.6	15	0
31/12/10		£1,258	£1,237	£21	£275	£933	£901	8.7	17	0
31/12/09		£1,065	£1,179	£-114	n/a	n/a	n/a	n/a	n/a	n/a
31/12/08		£1,264	£1,177	£87	£66	£1,280	£1,198	12.2	16	0
31/12/07	*	£1,068	£1,036	£32	£62	£1,194	£1,180	13.7	16	0
31/12/06		£1,073	£752	£321	n/a	n/a	n/a	n/a	n/a	n/a
31/12/05		£1,180	£1,086	£94	n/a	n/a	n/a	n/a	n/a	n/a
31/12/04	*	£1,106	£888	£218	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 2%
Fundraising Costs/Total Spending: 1.4%
Senior Staff Costs/Total Spending: 29%
Highest pay band: £120,000-£130,000
Liabilities/Assets: 4%
Liabilities/Income: 17%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 42.5 months
Net Current Assets/Spending: 4 months
Quick Ratio: 2.1

Asset Split ?

Balance Sheet History

Established: 28 years

www.bod.org.uk

info@bod.org.uk

02075435400

Charity Commission for England and Wales

Tweets

Listed activities

Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes
Religious Activities
The Prevention Or Relief Of Poverty

GiG Classification

Museums, parks, historical sites

How it operates

Provides advocacy/advice/information
Sponsors or undertakes research

Where it operates

Hertfordshire, Throughout London,

Who it helps

People Of A Particular Ethnic Or Racial Origin

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
Pears Foundation - Funding for the National Yom HaShoah Holocaust memorial ceremony
£5,000	27/03/2023 12	Funding for the National Yom HaShoah Holocaust memorial ceremony
The Pilgrim Trust - Grant to Board of Deputies Charitable Foundation
£5,000	14/05/2021 7	Restoration of 1812 Bath Jewish Burial Ground Cottage as a visitor centre dedicated to the history of a provincial Jewish Community.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

Age Range of Trustees: 38-72

ADRIAN COHEN Appointed: 2024, Occupation: Solicitor

ANDREW GILBERT Appointed: 2024, Occupation: Company Director

BENJAMIN EDWARD NATHANIEL CROWNE Appointed: 2024, Occupation: Chartered Accountant

JEREMY MICHELSON Appointed: 2024, Occupation: Company Director

PHILIP ROSENBERG Appointed: 2024, Occupation: Company Director

Legal constitution

Charitable company registered in England & Wales on 18/09/1996, number: 1058107
Registered at Companies House on 19/08/1996, number: 03239086

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment 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
Paying staff
Risk management
Safeguarding policy and procedures
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; AR13: 20 days late, AR07: 0 days late, AR04: 51 days late,

Recent reorganisation events:

Asset transfer in from BOARD OF DEPUTIES CHARITABLE TRUST on 12/07/2024

Main office

3rd Floor, ORT House
147 Arlington Road
Camden
LONDON
NW1 7ET

Objectives

(A) THE ADVANCEMENT OF THE JEWISH RELIGION IN ANY PART OF THE WORLD; (B) THE RELIEF OF POVERTY, NEED OR HARDSHIP AMONG JEWISH PEOPLE IN ANY PART OF THE WORLD; (C) THE ADVANCEMENT OF THE EDUCATION OF THE PUBLIC (IN ANY PART OF THE WORLD) IN THE KNOWLEDGE AND UNDERSTANDING OF JUDAISM AND JEWISH HISTORY AND CULTURE; (D) THE PROMOTION, IN ANY PART OF THE WORLD, OF RESEARCH INTO THOSE DISCIPLINES COMPRISED IN THE SOCIAL AND BEHAVIOURAL SCIENCES WHICH RELATE TO THE SOCIAL AND CULTURAL INSTITUTIONS AND FUNCTIONING OF THE JEWISH COMMUNITY AND THE SOCIAL RELATIONS OF INDIVIDUALS AS MEMBERS OF THE JEWISH COMMUNITY AND THE PUBLICATION OF THE USEFUL RESULTS OF SUCH RESEARCH; (E) THE PROMOTION, IN ANY PART OF THE WORLD, OF GOOD RACE RELATIONS BETWEEN THE JEWISH COMMUNITY AND OTHER MEMBERS OF SOCIETY BY WORKING TOWARDS THE ELIMINATION OF RACISM IN THE FORM OF ANTI-SEMITISM; (F) THE PROMOTION OF THE EFFICIENCY OF THE POLICE WITHIN THE COMMUNITY AT LARGE AND THE PROMOTION OF GOOD CITIZENSHIP AND GREATER PUBLIC PARTICIPATION IN THE PREVENTION OF CRIME AND THE MAINTENANCE OF PUBLIC ORDER, WITH PARTICULAR REFERENCE TO RACIALLY MOTIVATED, ESPECIALLY ANTI-SEMITIC, CRIME

Defined Area of Benefit:

NOT DEFINED

Data Sources

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