Finance Score: -1

Governance Score: -8

Support Score: 3

Reasonable growth: +1
Multiple Deficits: -2
No PartB

Only 4 Trustees: -1
Narrow trustee age band: -2
Very static board: -5

Grant maker support: +3

Overall GiG Score: -6

J & J CHARITABLE TRUST LIMITED

Advancement of Jewish religious education.

Analysis by Giving is Great

Positives:

The charity has received modest backing from a grant maker
There has been reasonable growth in spending over the last 3 years relative to the previous period

Regulatory & Governance issues to consider:

There are only 4 trustees
The Board composition appears to be very static and has little diversity in terms of age

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
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	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/12/22		£147	£173	£-26	n/a	n/a	n/a	n/a	n/a	0
31/12/21		£175	£175	£0	n/a	n/a	n/a	n/a	n/a	0
31/12/20		£114	£141	£-28	n/a	n/a	n/a	n/a	n/a	0
31/12/19		£153	£136	£17	n/a	n/a	n/a	n/a	n/a	0
31/12/18?		£131	£148	£-16	£0	£0	£0	n/a	0	3
30/11/17		£128	£112	£17	£0	£0	£0	n/a	0	0
30/11/16		£169	£26	£144	£0	£0	£0	n/a	0	0
30/11/15		£9	£16	£-6	£0	£0	£0	n/a	0	0
30/11/14		£53	£5	£49	£0	£0	£0	n/a	0	0
30/11/13	*	£29	£1	£28	£0	£0	£0	n/a	0	0
30/11/12		£1	£1	£0	£0	£0	£0	n/a	0	0
30/11/11	*	£10	£1	£8	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 13 years

01914215518

Charity Commission for England and Wales

Listed activities

Education/Training
Religious Activities
The Prevention Or Relief Of Poverty

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Gateshead, Manchester City, Throughout London,

Who it helps

People Of A Particular Ethnic Or Racial Origin

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 - Keeping homes warm and safe
£10,000	03/02/2023	The funding will be used to improve health and safety awareness in homes and provide house energy-efficient assessments and advice on energy saving equipment and grants for disadvantaged families ....more The funding will be used to improve health and safety awareness in homes and provide house energy-efficient assessments and advice on energy saving equipment and grants for disadvantaged families from the Orthodox Jewish community. This will help support participants during the cost-of-living crisis to help keep them safe reduce stress and anxiety and improve their wellbeing.
National Lottery Community Fund - Continued Supporting local Jewish families during National Lockdown Number 2
£10,000	05/03/2021 12	The funding will be used to continue to provide support for the local Jewish community in Gateshead and provide telephone online and when safe face-to-face groups and one-to-one counselling sessions. ....more The funding will be used to continue to provide support for the local Jewish community in Gateshead and provide telephone online and when safe face-to-face groups and one-to-one counselling sessions. This includes CBT and art therapy for families. This aims to reduce isolation improve resilience mental health and wellbeing.
DCMS - Coronavirus Community Support Fund
£9,950	06/07/2020	"The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to ....more "The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to operate, thereby reducing the burden on public services.2) To ensure essential services are provided to vulnerable people, both in the short and long term through increased community support through the work of charitable organisations."

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (4)

Current Trustees appointed

Age Range of Trustees: 36-47

BROCHA SCHLEIDER Appointed: 2016, Occupation: Secretary, Other trusteeship: GJ LIBRARY,

JEREMY BERNSTEIN Appointed: 2016, Occupation: Company Director, Other trusteeships: ZAYIS RAANON, GJ LIBRARY,

GAVRIEL SCHAUDER Appointed: 2016, Occupation: Company Director, Other trusteeships: GJ LIBRARY, BLI SHEM LTD,

JOSEPH SCHLEIDER Appointed: 2011, Occupation: Property Manager, Other trusteeship: GJ LIBRARY,

Legal constitution

Charitable company registered in England & Wales on 23/06/2011, number: 1142546
Registered at Companies House on 14/06/2011, number: 07668486

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

12 returns made; AR13: 29 days late, AR11: 326 days late,

Main office

163 Alexandra Road
Gateshead
NE8 1RB

Objectives

THE ADVANCEMENT OF THE ORTHODOX JEWISH FAITH

Data Sources