Finance Score: 3

Governance Score: 6

Support Score: 2

Liabilities <10%: +3
Excess reserves: -5
Strong growth: +2
Fundraising costs low: +3

Good trustee age range: +3
Dynamic board: +3

Grant maker support: +2

Overall GiG Score: 11

JEWISH BLIND & PHYSICALLY HANDICAPPED SOCIETY LIMITED

Exists for Jewish people with physical disabilities and or impaired vision aged 18 upwards to have access to housing and support so that they lead the best life they can; enabling independence, dignity and choice. This is achieved through our specially adapted mobility apartments located in our unique supportive developments or within their own home in the wider community.

Analysis by Giving is Great

Positives:

The charity has received modest backing from a grant maker recently
This charity has a robust balance sheet
There has been strong growth in spending over the last 5 years
Fundraising costs are low relative to funds raised
The Board appears to be well diversified in terms of age and dynamic in terms of composition

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £59,918,942 available, equivalent to 162 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	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/12/22		£6,385	£4,444	£1,942	£376	£61,893	£59,919	161.8	43	45
31/12/21		£5,132	£3,220	£1,913	£321	£59,951	£57,944	216	61	160
31/12/20		£4,999	£3,045	£1,954	£373	£58,037	£55,994	220.7	60	160
31/12/19		£4,730	£2,650	£2,080	£393	£46,847	£44,788	202.8	54	100
31/12/18		£4,407	£2,156	£2,251	£334	£44,481	£42,435	236.2	51	80
31/12/17		£5,769	£2,053	£3,717	£289	£42,231	£39,417	230.4	50	0
31/12/16		£3,709	£1,984	£1,725	£266	£38,585	£36,205	219	49	0
31/12/15		£3,536	£2,430	£1,106	£326	£36,859	£34,640	171.1	46	0
31/12/14		£3,388	£2,026	£1,362	£292	£35,754	£33,590	198.9	43	0
31/12/13		£2,954	£1,798	£1,156	£271	£34,392	£32,325	215.7	40	0
31/12/12		£3,468	£1,708	£1,760	£280	£33,235	£31,090	218.4	34	0
31/12/11		£3,263	£1,630	£1,633	£282	£25,653	£24,041	177	43	0
31/12/10	*	£4,620	£1,590	£3,030	£255	£24,021	£22,520	170	41	0
31/12/09		£3,769	£2,160	£1,610	£283	£20,991	£19,531	108.5	43	0
31/12/08		£2,867	£1,589	£1,278	£232	£18,832	£17,329	130.9	33	0
31/12/07		£2,867	£1,589	£1,278	£213	£17,490	£15,983	120.7	39	0
31/12/06		£2,890	£1,656	£1,234	£0	£0	£0	n/a	0	0
31/12/05		£2,961	£1,677	£1,284	£0	£0	£0	n/a	0	0
31/12/04		£2,990	£1,353	£1,637	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 5.9%
Fundraising Costs/Total Spending: 8.5%
Senior Staff Costs/Total Spending: 7%
Highest pay band: £110,000-£120,000
Liabilities/Assets: 4%
Liabilities/Income: 39%
Unrestricted Funds/Total Funds: 97%
Reserves/Spending: 161.8 months
Net Current Assets/Spending: 23 months
Quick Ratio: 9.8

Asset Split ?

Established: 55 years

www.jbd.org

info@jbd.org

02083716611

Charity Commission for England and Wales

Tweets

Listed activities

Accommodation/Housing
Disability
General Charitable Purposes

GiG Classification

Services for people with disabilities

How it operates

Makes Grants to Organisations
Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides services

Where it operates

Throughout England And Wales,

Who it helps

Elderly/Old People
People Of A Particular Ethnic Or Racial Origin
People With Disabilities

Who works here?

43 employees
45 volunteers

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 - North-West London Minibus Shopping Project
£9,760	05/08/2022	The funding will be used to run a minibus service for members of the Jewish community who are disabled or visually impaired. The project aims to provide access to local shops and essential services.
National Lottery Community Fund - North-East London Minibus Shopping Project
£9,508	14/05/2021	The funding will be used to continue to provide a minibus service to those within the Jewish community with vision impairments and disabilities. The project aims to enable their tenants to be ....more The funding will be used to continue to provide a minibus service to those within the Jewish community with vision impairments and disabilities. The project aims to enable their tenants to be independent and reduce isolation.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Age Range of Trustees: 39-73

FRANCES SAMANTHA GERTLER Appointed: 2022, Occupation: Administrator

LAURA PHILLIPS Appointed: 2022, Occupation: Employment Advisor

MARC GORDON (Chair) Appointed: 2021, Occupation: Company Director

TONY LEVY Appointed: 2020, Occupation: Chartered Accountant

ANTONY KINTISH Appointed: 2018, Occupation: Property Company Director

JACOB COLTON Appointed: 2022, Occupation: Company Director, Other trusteeships: THE TAVISTOCK INSTITUTE OF MEDICAL PSYCHOLOGY, THE APSLEY PAPER TRAIL,

PETER HOWARD SILVERMAN Appointed: 2011, Occupation: Company Director, Other trusteeship: THE CECIL ROSEN FOUNDATION,

STUART RUSSELL Appointed: 2017, Occupation: Estate Agent

Legal constitution

Charitable company registered in England & Wales on 12/09/1969, number: 259480
Registered at Companies House on 04/08/1969, number: 00959535

Gift Aid

Registered with HMRC for Gift Aid

Event History

16/02/2016 - Asset transfer in from MAURICE MYERS CHARITABLE FOUNDATION
23/02/2022 - Asset transfer in from THE DAVID AND LINDA SCHNEIDERMAN CHARITABLE TRUST

Policies in force

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

Filing Record

19 returns made; AR10: 15 days late,

Recent reorganisation events:

Asset transfer in from THE DAVID AND LINDA SCHNEIDERMAN CHARITABLE TRUST on 23/02/2022

Main office

FRANCES & DICK JAMES COURT
LANGSTONE WAY
LONDON
NW7 1GT

Objectives

TO PROVIDE ASSISTANCE FOR AND IMPROVE THE CONDITIONS OF LIFE OF NECESSITOUS BLIND AND PHYSICALLY HANDICAPPED PERSONS OF THE JEWISH RELIGION. (FOR DETAILS SEE CLAUSE 4 OF MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 4TH AUGUST 1969)

Defined Area of Benefit:

UNRESTRICTED

Data Sources