Finance Score: -3

Governance Score: -4

Support Score: 2

Strong growth: +2
Multiple Deficits and declines: -5
No PartB

Only 4 Trustees: -1
All male board: -3

Grant maker support: +2

Overall GiG Score: -5

AJEX CHARITABLE FOUNDATION

1. Welfare of Jewish ex-servicemen and women & their dependants in need. 2. Education in support of the national history curriculum. 3. Heritage - promotion of the Jewish military museum. 4. Remembrance.The charity operates throughout England.

Analysis by Giving is Great

Positives:

The charity has received backing from a grant maker
There has been strong growth in spending over the last 5 years

Regulatory & Governance issues to consider:

There are only 4 trustees
The Board is completely male

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
There has been a change of accounting period recently, so trends may be hard to determine
Income has been volatile and on several occasions in recent years less than spending

Financial Data ?

Income & Spending ?

N.B. data has been adjusted to reflect year end change

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23		£0	£1,664	£-1,664	n/a	n/a	n/a	n/a	n/a	0
31/03/22?		£283	£414	£-131	n/a	n/a	n/a	n/a	n/a	0
31/12/20		£166	£312	£-146	n/a	n/a	n/a	n/a	n/a	0
31/12/19		£630	£421	£210	£0	£1,937	£1,904	54.3	5	10
31/12/18		£223	£371	£-149	£0	£0	£0	n/a	0	15
31/12/17		£852	£395	£457	£1	£1,856	£1,784	54.1	3	0
31/12/16		£133	£344	£-211	£0	£0	£0	n/a	0	0
31/12/15		£159	£362	£-203	£0	£0	£0	n/a	0	0
31/12/14		£124	£401	£-278	£0	£0	£0	n/a	0	0
31/12/13	*	£544	£393	£151	£58	£2,026	£1,863	56.8	3	0
31/12/12		£174	£382	£-208	£0	£0	£0	n/a	0	0
31/12/11		£319	£440	£-120	£0	£0	£0	n/a	0	0
31/12/10		£345	£418	£-74	£0	£0	£0	n/a	0	0
31/12/09		£291	£582	£-291	£0	£0	£0	n/a	0	0
31/12/08		£328	£371	£-42	£0	£0	£0	n/a	0	0
31/12/07		£520	£124	£396	£67	£2,478	£2,126	205.6	4	0
31/12/06	*	£2,231	£297	£1,934	£0	£0	£0	n/a	0	0
31/12/05		£374	£260	£113	£0	£0	£0	n/a	0	0
31/12/04		£220	£168	£52	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 24 years

www.ajex.org.uk

headoffice@ajex.org.uk

02082022323

Charity Commission for England and Wales

Tweets

Listed activities

Accommodation/Housing
Education/Training
Environment/Conservation/Heritage
Other Charitable Purposes
The Prevention Or Relief Of Poverty

GiG Classification

Services for females

How it operates

Makes Grants to Individuals
Provides services

Where it operates

Northern Ireland, Scotland, Throughout England And Wales,

Who it helps

Children/Young People
Elderly/Old People
Other Defined Groups
People Of A Particular Ethnic Or Racial Origin
People With Disabilities

Who's supporting them? ?

Donations from Grant Makers ?

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

Specific Donations

Amount	When Months	To be used for
National Lottery Community Fund - Wellbeing & Welfare Phone Support for Jewish veterans
£10,000	05/11/2021	The group will use the funding to provide support and social outreach for older veterans from the local Jewish community who have served in the armed forces. This will help vulnerable people and ....more The group will use the funding to provide support and social outreach for older veterans from the local Jewish community who have served in the armed forces. This will help vulnerable people and reduce social isolation.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (4)

Current Trustees appointed

Gender Split

IVAN SUGARMAN (Chair)

DANIEL FOX Appointed: 2022, Other trusteeship: AJEX - THE JEWISH MILITARY ASSOCIATION,

MICHAEL STEPHEN BLUESTONE Appointed: 2019, Other trusteeship: AJEX - THE JEWISH MILITARY ASSOCIATION,

STEPHEN HOWARD JOHN PACK Appointed: 2021, Other trusteeships: JFS DEVELOPMENT CHARITABLE TRUST, THE WORK AVENUE FOUNDATION,

Legal constitution

Charity registered in England & Wales on 24/08/2000, number: 1082148

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Investment
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

19 returns made; AR13: 58 days late, AR06: 70 days late,

Main office

A J E X
Shield House
Harmony Way
LONDON
NW4 2BZ

Objectives

SUBJECT TO THE PROVISIONS HEREAFTER CONTAINED (SEE TRUST DEED FOR DETAILS) THE TRUSTEES SHALL STAND POSSESSED OF THE TRUST FUND AND THE INCOME THEREOF TO APPLY THE SAME FOR SUCH CHARITABLE PURPOSES AS THE TRUSTEES IN THEIR ABSOLUTE DISCRETION SHALL FROM TIME TO TIME DETERMINE.

Defined Area of Benefit:

NOT DEFINED

Data Sources