Finance Score: 1

Governance Score: 4

Support Score: 3

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

No volunteer policy: -2
Good trustee age range: +3
Dynamic board: +3

Grant maker support: +3

Overall GiG Score: 8

AJEX - THE JEWISH MILITARY ASSOCIATION

To continue Remembrance of the Jewish contribution to the military; to combat antisemitism through education; and to provide welfare for Jewish veterans and their families.

Analysis by Giving is Great

Positives:

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

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return
Although this charity works with volunteers it does not have a Volunteer Management policy
Over half the Board have joined recently

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £1,813,772 available, equivalent to 84 months of spending and so may not be able to utilise additional funding
There has been a change of accounting period recently, so trends may be hard to determine
On several occasions in recent years income has been less than spending

Financial Data ?

Income & Spending ?

N.B. data has been adjusted to reflect year end change

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
31/03/23		£1,972	£259	£1,712	£7	£1,814	£1,814	83.9	4	20
31/03/22?		£0	£0	£0	n/a	n/a	n/a	n/a	n/a	0
31/12/20		£0	£0	£0	n/a	n/a	n/a	n/a	n/a	0
31/12/19		£0	£0	£0	n/a	n/a	n/a	n/a	n/a	0
31/12/18	*	£10	£11	£-1	£0	£0	£0	n/a	0	0
31/12/17	*	£0	£0	£0	£0	£0	£0	n/a	0	0
27/12/16	*	£67	£86	£-19	£0	£0	£0	n/a	0	0
31/12/15	*	£112	£141	£-28	£0	£0	£0	n/a	0	0
31/12/14	*	£124	£303	£-179	£0	£0	£0	n/a	0	0
31/12/13	*	£131	£179	£-48	£0	£0	£0	n/a	0	0
31/12/12	*	£138	£151	£-13	£0	£0	£0	n/a	0	0
31/12/11?	*	£95	£132	£-37	£0	£0	£0	n/a	0	0
31/03/10		£21	£27	£-6	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Financial Ratios

Fundraising Costs/Relevant Income: 3.4%
Fundraising Costs/Total Spending: 3.7%
Highest pay band: Less than £60,000
Liabilities/Assets: 1%
Liabilities/Income: 1%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 83.9 months
Net Current Assets/Spending: 15 months
Quick Ratio: 10.3

Asset Split ?

Established: 15 years

www.ajex.org.uk

headoffice@ajex.org.uk

02082015656

Charity Commission for England and Wales

Listed activities

Armed Forces/Emergency Service Efficiency
Arts/Culture/Heritage/Science
Education/Training
Environment/Conservation/Heritage

GiG Classification

Museums, parks, historical sites

How it operates

Other charitable activities
Provides human resources
Provides services
Sponsors or undertakes research

Where it operates

Throughout England And Wales,

Who it helps

Children/Young People
Elderly/Old People
The General Public/Mankind

Who supports 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 Heritage Fund - Grant to AJEX The Jewish Military Association
£9,780	01/11/2023	Their Service Honoured and Remembered

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Age Range of Trustees: 45-95

ANTHONY HARVEY YADGAROFF Appointed: 2022, Occupation: Investment Consultant, Other trusteeships: THE WESTERN CHARITABLE FOUNDATION, BALTIC CHARITABLE FOUNDATION, THE INVESTMENT MANAGERS' CHARITABLE TRUST,

DANIEL FOX Appointed: 2022, Occupation: Civil Servant, Other trusteeship: AJEX CHARITABLE FOUNDATION,

IVAN PHINEAS SUGARMAN Appointed: 2012, Occupation: None

JONATHAN KOBER Appointed: 2022, Occupation: Retired

MICHAEL STEPHEN BLUESTONE Appointed: 2022, Occupation: Security Consultant, Other trusteeship: AJEX CHARITABLE FOUNDATION,

RUTH SMEETH Appointed: 2022, Occupation: Charity Executive

SHEILA ANN TAYLOR Appointed: 2022, Occupation: Charitable Trust Consultant

STEPHEN HOWARD JOHN PACK Appointed: 2022, Occupation: Chartered Accountant, Other trusteeships: SOUTH HAMPSTEAD CHARITABLE TRUST, AJEX CHARITABLE FOUNDATION, JFS DEVELOPMENT CHARITABLE TRUST, THE WORK AVENUE FOUNDATION,

STEWART CASS Appointed: 2022, Occupation: Publisher

Legal constitution

Charitable company registered in England & Wales on 13/05/2009, number: 1129591
Registered at Companies House on 09/01/2009, number: 06786615

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
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

13 returns made; AR18: 133 days late, AR17: 85 days late, AR16: 202 days late, AR15: 241 days late, AR14: 66 days late, AR13: 431 days late, AR12: 158 days late, AR11: 122 days late,

Main office

CO
A J E X
SHIELD HOUSE
HARMONY WAY
LONDON
NW4 2BZ

Objectives

4.1 THE CHARITY IS ESTABLISHED TO ADVANCE THE FOLLOWING PURPOSES FOR THE PUBLIC BENEFIT: 4.1.1 THE RELIEF AND PREVENTION OF POVERTY AND THE ADVANCEMENT OF HEALTH AMONGST JEWISH PEOPLE WHO HAVE AT ANY TIME SERVED AS MEMBERS OF THE ARMED FORCES OF THE UNITED KINGDOM AND THEIR FAMILIES, IN PARTICULAR BUT NOT EXCLUSIVELY THROUGH: (A) THE PROVISION OF PRACTICAL ADVICE AND GUIDANCE TO SUCH INDIVIDUALS AND / OR THEIR FAMILIES; (B) THE MAKING OF FINANCIAL GRANTS OR THE PROVISION OF OTHER ASSISTANCE SUCH AS HOUSING AND/OR OTHER AMENITIES; 4.1.2 THE ADVANCEMENT OF CITIZENSHIP AND THE ADVANCEMENT OF EDUCATION THROUGH THE COMMEMORATION OF JEWISH PEOPLE WHO HAVE DIED WHILST ON ACTIVE SERVICE WITH THE ARMED FORCES OF THE UNITED KINGDOM, INCLUDING THROUGH THE ORGANISATION AND STAGING OF COMMEMORATION AND REMEMBRANCE EVENTS AND ACTIVITIES WHICH MEMBERS OF THE PUBLIC ARE ABLE TO ATTEND; 4.1.3 THE PROMOTION OF EQUALITY AND DIVERSITY BY ELIMINATING DISCRIMINATION ON THE GROUNDS OF ANTI-SEMITISM, ADVANCING EDUCATION AND RAISING AWARENESS OF ANTI-SEMITISM AND PROMOTING ACTIVITIES TO FOSTER UNDERSTANDING BETWEEN PEOPLE FROM DIVERSE BACKGROUNDS PARTICULARLY AMONGST MEMBERS OF THE ARMED FORCES OF THE UNITED KINGDOM; 4.1.4 THE ADVANCEMENT OF EDUCATION AMONGST THE PUBLIC REGARDING THE CONTRIBUTION OF JEWISH PEOPLE TO THE ARMED FORCES OF THE UNITED KINGDOM, IN PARTICULAR BUT NOT EXCLUSIVELY THROUGH: (A) THE MAINTENANCE OF A MILITARY MUSEUM OR COLLECTION WHICH ACQUIRES, CONSERVES, RESEARCHES AND EXHIBITS MATERIAL AS EVIDENCE OF THE JEWISH CONTRIBUTION TO THE ARMED FORCES OF THE UNITED KINGDOM; (B) THE DESIGN AND DELIVERY OF LECTURES AND WORKSHOPS IN SCHOOL AND OTHER EDUCATIONAL SETTINGS REGARDING MATTERS OF BRITISH JEWISH MILITARY HISTORY, 4.1.5 TO PROMOTE THE EFFICIENCY OF THE ARMED FORCES OF THE UNITED KINGDOM BY PROVIDING SUPPORT TO ITS COMMITTEES AND STRUCTURES WHICH RELATE TO JEWISH SERVING PERSONNEL; 4.1.6 TO PROMOTE AND SUPPORT SUCH OTHER CHARITABLE PURPOSES AS THE TRUSTEES FROM TIME TO TIME THINK FIT, (THE OBJECTS).?

Defined Area of Benefit:

UNDEFINED. IN PRACTICE, LOCAL

Data Sources