Finance Score: -1
Governance Score: -1
Support Score: 4
  • Liabilities <10%: +3
  • Excess reserves: -4
  • 12+ Trustees: -1
  • Overall weighted support: +4
Overall GiG Score: 2 ?

BOURNEMOUTH HEBREW CONGREGATION

There is no change in activities.
Analysis by Giving is Great

Positives:

  • The charity has received backing from a grant maker
  • This charity has a robust balance sheet

Regulatory & Governance issues to consider:

  • Why are there 13 trustees whereas the Charities Commission recommends a maximum of 12?

Financial issues to consider:

  • This charity has substantial assets and unrestricted reserves of £1,750,740 available, equivalent to 47 months of spending and so may not be able to utilise additional funding

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£520£446£74£0£1,760£1,75147.180
31/12/22*£366£350£16n/an/an/an/an/an/a
Financial Ratios
Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 4%
Liabilities/Income: 13%
Unrestricted Funds/Total Funds: 99%
Reserves/Spending: 47.1 months
Net Current Assets/Spending: 31 months
Quick Ratio: 31.9
Asset Split ?
Balance Sheet History
Established: 3 years

www.bhcshul.co.uk

ADMIN@BHCSHUL.CO.UK

01202557433

Charity Commission for England and Wales
UN SDGs
?
Listed activities
  • Disability
  • Education/Training
  • General Charitable Purposes
  • Human Rights/Religious Or Racial Harmony/Equality Or Diversity
  • Other Charitable Purposes
  • Recreation
  • Religious Activities
  • The Prevention Or Relief Of Poverty
GiG Classification
  • Jewish congregations
How it operates
  • Makes grants to individuals
  • Makes grants to organisations
  • Provides advocacy/advice/information
  • Provides buildings/facilities/open space
  • Provides services
Where it operates
  • Bournemouth, Poole,
Who it helps
  • Children/Young People
  • Elderly/Old People
  • Other Charities Or Voluntary Bodies
  • People Of A Particular Ethnic Or Racial Origin
  • People With Disabilities
  • The General Public/Mankind

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
National Lottery Heritage Fund - Grant to Bournemouth Hebrew Congregation
£58,987 08/09/2022
The Living Stones

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (13)
Current Trustees appointed

  • ALAN BLUMENTHAL Appointed: 2022
  • ANNE JUDITH OZDAMAR Appointed: 2024
  • BETTINA GOULD Appointed: 2024
  • ELLARD ROBERTS Appointed: 2024
  • ERIC KURT Appointed: 2024
  • IVOR WEINTROUB LL.B MA Appointed: 2017
  • JANE COWLAND Appointed: 2024
  • JOATHAN MARRIOTT Appointed: 2024
  • LEONARD OSTROVE Appointed: 2024
  • LORAINE BERLYN Appointed: 2024
  • MAHIR OZDAMAR Appointed: 2019
  • MARYLIN DEXTER Appointed: 2022
  • STEPHEN HOWARD WHITE LLB Appointed: 2020
Legal constitution
  • Charity registered in England & Wales on 05/08/2021, number: 1195412
Gift Aid
  • Registered with HMRC for Gift Aid
Policies in force
  • Bullying and harassment policy and procedures
  • 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
Filing Record
2 returns made; AR22: 24 days late,
Main office

BOURNEMOUTH HEBREW CONGREGATION
WOOTTON GARDENS
BOURNEMOUTH
BH1 1PW

Objectives

THE OBJECTS OF THE CONGREGATION ARE FOR THE ADVANCEMENT OF THE ORTHODOX JEWISH RELIGION FOR ITS MEMBERS AND OTHER MEMBERS OF THE JEWISH RELIGION, ACCEPTABLE AS SUCH TO THE BETH DIN, COURT OF THE CHIEF RABBI OF THE UNITED KINGDOM (“BETH DIN”), NOT ONLY TO PROMOTE THE PRACTICE OF THE RELIGION, BUT IN THE PROVISION OF FACILITIES FOR THAT PURPOSE FROM BIRTH UNTIL DEATH;

Data Sources

Charity Commission for England and Wales
360 Giving

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