Finance Score: 4
Governance Score: 6
Support Score: 4
  • Good reserves management: +3
  • Reasonable growth: +1
  • Good trustee age range: +3
  • Dynamic board: +3
  • Overall weighted support: +4
Overall GiG Score: 14 ?

THE INSTITUTE FOR JEWISH POLICY RESEARCH

The Institute for Jewish Policy Research engages in research projects, the publication of papers, reports and on-line newsletters, and the organisation of conferences, lectures and seminars.
Analysis by Giving is Great

Positives:

  • The charity has received backing from several prominent grant makers recently
  • This charity has an endowment fund which generates much of its income. Its latest spending amounts to 33.3% of total funds
  • Reserves management has been consistently within official guidelines
  • There has been reasonable growth in spending over the last 3 years relative to the previous period
  • The Board appears to be well diversified in terms of age and dynamic in terms of composition

Regulatory & Governance issues to consider:

  • Over half the Board have joined recently

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£956£1,010£-53£34£3,034£3584.380
31/12/22£953£1,057£-104£53£3,002£3694.2100
31/12/21£880£845£35£77£3,344£3775.390
31/12/20£894£839£55£84£3,106£4306.290
31/12/19£698£738£-40£102£3,080£3525.780
31/12/18£795£709£86£78£2,843£3686.270
31/12/17£759£749£10£41£3,098£2584.170
31/12/16£737£678£59£2£3,272£2223.960
31/12/15£485£575£-91n/an/an/an/an/an/a
31/12/14£727£584£143£33£3,320£2014.140
31/12/13£713£546£166£30£3,346£310.740
31/12/12£510£575£-65£29£2,953£-162-3.440
31/12/11£406£428£-23n/an/an/an/an/an/a
31/12/10£314£406£-92n/an/an/an/an/an/a
31/12/09£458£572£-114n/an/an/an/an/an/a
31/12/08£510£787£-277£85£2,573£-104-1.660
31/12/07£485£616£-132n/an/an/an/an/an/a
31/12/06£604£561£43n/an/an/an/an/an/a
31/12/05£546£666£-121n/an/an/an/an/an/a
31/12/04£661£700£-39n/an/an/an/an/an/a

Financial Ratios
Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 45%
Highest pay band: £120,000-£130,000
Liabilities/Assets: 2%
Liabilities/Income: 6%
Unrestricted Funds/Total Funds: 12%
Reserves/Spending: 4.3 months
Net Current Assets/Spending: 3 months
Quick Ratio: 4
Asset Split ?
Balance Sheet History
Established: 55 years
(57 years as a company)

www.jpr.org.uk

jpr@jpr.org.uk

02074249265

Charity Commission for England and WalesCompanies HouseX
UN SDGs
?
Listed activities
  • Arts/Culture/Heritage/Science
  • Economic/Community Development/Employment
  • Environment/Conservation/Heritage
  • General Charitable Purposes
GiG Classification
  • Legal & financial advice
How it operates
  • Provides advocacy/advice/information
  • Sponsors or undertakes research
Where it operates
  • Throughout London,
Who it helps
  • Other Charities Or Voluntary Bodies
  • Other Defined Groups
  • People Of A Particular Ethnic Or Racial Origin
  • 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
Pears Foundation - Core Funding
£150,000 13/06/2022
24
Core Funding
Pears Foundation - Grant to Institute for Jewish Policy Research
£90,000 22/07/2021
Capacity building for communications
Pears Foundation - Grant to Institute for Jewish Policy Research
£75,000 15/04/2021
Core Funding
Pears Foundation - Grant to Institute for Jewish Policy Research
£75,000 12/05/2020
12
Core Funding
Joseph Levy Foundation - Core funding contribution
£2,000 13/01/2020
To support work in researching the state of the contemporary Jewish communities in the UK and elsewhere in Europe.
Joseph Levy Foundation - Core funding contribution
£2,500 31/12/2018
12
Core funding contribution to support the work of this independent institute that specialises in researching the state of the contemporary Jewish communities in the UK and elsewhere in Europe
Pears Foundation - Grant to Institute for Jewish Policy Research
£150,000 19/04/2018
24
Core funding
Pears Foundation - Grant to Institute for Jewish Policy Research
£75,000 28/06/2017
12
Core funding
Pears Foundation - Grant to Institute for Jewish Policy Research
£75,000 08/06/2016
12
Core funding
Pears Foundation - Grant to Institute for Jewish Policy Research
£75,000 22/09/2015
12
Core funding
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)
Current Trustees appointed
Gender Split
Based on 8/9 persons

Age Range of Trustees: 47-72
  • DENISE NICOLE JOSEPH Appointed: 2023, Occupation: Chartered Accountant
  • DAVID MALCOLM EREIRA Appointed: 2023, Occupation: Company Director
  • DR EFRAT SHAOULIAN-SOPHER Appointed: 2024, Occupation: Foreign Policy Advisor
  • FELICIA EPSTEIN Appointed: 2023, Occupation: Lawyer
  • LORD LEIGH OF HURLEY Appointed: 2015
  • MARK BERMAN Appointed: 2023, Occupation: Consultant
  • PROFESSOR JONATHAN EDWARD HASKEL CBE Appointed: 2019
  • STEPHEN MOSS CBE (Chair), Occupation: Director
  • WILLIAM STEPHEN BENJAMIN Appointed: 2020, Occupation: Real Estate Investment Management
Legal constitution
  • Charitable company registered in England & Wales on 18/03/1970, number: 252626
  • Registered at Companies House on 19/12/1966, number: 00894309
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
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
Filing Record
20 returns made; all on time
Main office

6 Greenland Place
London
NW1 0AP

Objectives

TO PROMOTE, ASSIST IN, ORGANISE, AND CARRY OUT THE STUDY OF, AND RESEARCH INTO, AND THE INCREASE OF KNOWLEDGE CONCERNING THE SOCIAL, RELIGIOUS, CULTURAL, ECONOMIC AND COMMUNAL LIFE AND THE WELFARE AND STATUS OF JEWS AND JEWISH COMMUNITIES THROUGHOUT THE WORLD AND OF INTERNATIONAL AND NATIONAL QUESTIONS, TRENDS, VIEWS AND CONDITIONS IN REGARD TO THEIR EFFECTS ON THE LIFE, WELFARE AND STATUS OF THE JEWISH PEOPLE AND THE RELATIONS BETWEEN JEWS AND NON-JEWS.

Defined Area of Benefit:

NOT DEFINED

Data Sources

Charity Commission for England and Wales
360 Giving

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