Finance Score: -5

Governance Score: -1

Support Score: 0

Poor Liquidity: -1
Good Reserves: +1Multiple Deficits and declines: -5

No volunteer policy: -2
Narrow trustee age band: -2
Dynamic board: +3

No supporters identified

Overall GiG Score: -6

JEWISH JOINT BURIAL SOCIETY

Provision of burial and cremation facilities to both members of synagogues, funeral subscribers and non-members.

Analysis by Giving is Great

Positives:

The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
One or more trustees receive payments or benefits from the charity for providing services to the charity
The Board has little diversity in terms of age

Financial issues to consider:

Liquidity appears to have been slender at the latest year end but very substantial unrestricted reserves are available
Income has been volatile and on several occasions in recent years 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		£923	£2,028	£-1,105	£0	£13,440	£13,440	79.5	13	11
31/12/22	*	£1,124	£966	£158	£0	£13,096	£13,096	162.7	11	11
31/12/21		£3,254	£2,294	£960	£0	£15,450	£15,450	80.8	8	5
31/12/20		£1,353	£2,587	£-1,235	£0	£12,139	£12,139	56.3	7	7
31/12/19		£1,241	£1,967	£-726	£0	£12,825	£12,825	78.2	8	44
31/12/18		£1,772	£1,504	£267	£0	£11,276	£11,276	89.9	7	0
31/12/17		£3,196	£1,808	£1,388	£0	£12,100	£12,100	80.3	6	0
31/12/16		£1,302	£1,058	£244	£0	£9,349	£9,349	106	6	0
31/12/15		£1,597	£1,030	£567	£12	£15,051	£15,051	175.3	3	0
31/12/14	*	£1,451	£812	£639	£11	£14,455	£14,455	213.6	2	0
31/12/13		£1,503	£774	£729	£11	£13,576	£13,576	210.5	2	0
31/12/12		£1,363	£812	£551	£10	£11,532	£11,532	170.3	2	0
31/12/11		£1,317	£767	£550	£16	£10,315	£10,311	161.3	2	0
31/12/10		£1,254	£635	£619	£9	£10,297	£10,294	194.4	2	0
31/12/09		£1,151	£626	£525	£7	£8,852	£8,848	169.6	2	0
31/12/08		£1,238	£603	£635	£7	£7,278	£7,278	144.8	2	0
31/12/07		£1,322	£588	£734	£8	£8,499	£8,499	173.3	2	0
31/12/06		£1,088	£574	£514	n/a	n/a	n/a	n/a	n/a	n/a
31/12/05		£1,048	£498	£550	n/a	n/a	n/a	n/a	n/a	n/a
31/12/04		£1,045	£498	£547	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 16.7%
Fundraising Costs/Total Spending: 4.2%
Highest pay band: Less than £60,000
Liabilities/Assets: 50%
Liabilities/Income: 1478%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 79.5 months
Net Current Assets/Spending: 0 months
Quick Ratio: 0.1

Asset Split ?

Balance Sheet History

Established: 56 years

www.jjbs.org.uk

admin@jewishfunerals.org.uk

02089895252

Charity Commission for England and Wales

Listed activities

Religious Activities

GiG Classification

Museums, parks, historical sites

How it operates

Makes grants to organisations
Provides services

Where it operates

Throughout England,

Who it helps

People Of A Particular Ethnic Or Racial Origin

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (12)

Current Trustees appointed

Gender Split

Age Range of Trustees: 65-76

ANNE LUDER Appointed: 2021, Occupation: Horticultural Lecturer

ANTHONY BOGOD Appointed: 2021, Occupation: Chartered Accountant

CHERYL PETAR Appointed: 2021, Occupation: Retired- Department Store Buyer

EDWIN RODGER LUCAS Appointed: 2024, Occupation: Advisor

JON BURDEN Appointed: 1998, Occupation: Engineering Manager

JOCELYN ALEXIS SHEPHERD Appointed: 2016, Occupation: Teacher

KEITH FELDMAN Appointed: 1993, Occupation: Retired

LAURENCE LICHMAN Appointed: 2022, Occupation: Retired Vp International Treasury Operations

MARTIN DENIS SILVERMAN Appointed: 2015, Occupation: Notary

MICHAEL SALIDA Appointed: 2021, Occupation: Retired Solicitor

PETER BENJAMIN VOS MA FCA Appointed: 2014

STEVEN HOWARD WYNNE Appointed: 2015, Occupation: Banker

Legal constitution

Charitable company registered in England & Wales on 25/12/1968, number: 257345
Registered at Companies House on 27/08/1968, number: 00937882

Gift Aid

NOT 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
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; AR22: 87 days late, AR14: 25 days late,

Main office

JEWISH JOINT BURIAL SOCIETY
Bulls Cross Ride
Cheshunt
Waltham cross
EN7 5PF

Objectives

The charity’s objects (Objects) are specifically restricted to the following:Providing burial, cremation and funeral facilities and services and other associated facilities and services for Synagogues in the United Kingdom of Great Britain and Northern Ireland and for the people belonging to such Synagogues and their dependents and for such other charitable purposes which accord with the principles of Judaism as the directors may from time to time determine.

Defined Area of Benefit:

UNITED KINGDOM OF GREAT BRITAIN AND NORTHERN IRELAND