Finance Score: 3

Governance Score: 6

Support Score: 0

Liabilities <10%: +3
Poor Liquidity: -1
Good Reserves: +1Reasonable growth: +1
Deficit latest year: -2
Good reserves: +1

Dynamic board: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 9

BIRMINGHAM JEWISH COMMUNITY CARE

BJCC offers care, support and welfare to the Jewish and local community in Birmingham and West Midlands. Services include a social work department, lunch club, singing group, classes and trips. BJCC also operates a 59 bed residential and nursing elderly care home; Andrew Cohen House which offers person centred care within a Jewish ethos. We welcome residents of all faiths and none.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
There has been reasonable growth in spending since inception
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Financial issues to consider:

Liquidity appears to have been slender at the latest year end but unrestricted reserves are available
Income was lower than spending in the latest year but the charity has substantial reserves available

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
30/09/22	£3,387	£3,901	£-514	£0	£3,302	£3,297	10.1	124	3
30/09/21	£3,476	£3,600	£-123	£0	£3,916	£3,909	13	121	7
30/09/20	£3,254	£3,381	£-127	£0	£3,905	£3,896	13.8	111	11
30/09/19	£2,784	£3,041	£-257	£1	£4,113	£4,103	16.2	107	15

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 9%
Liabilities/Income: 9%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 10.1 months
Net Current Assets/Spending: -0 months
Quick Ratio: 0.2

Asset Split ?

Established: 6 years

www.bhamjcc.co.uk

admin@bhamjcc.co.uk

01212709966

Charity Commission for England and Wales

Listed activities

Disability
Religious Activities
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Jewish congregations

How it operates

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

Where it operates

Birmingham City,

Who it helps

Elderly/Old People
Other Defined Groups

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Based on 5/6 persons

DAVID BENSON Appointed: 2024

ERICA HAZEL BARNETT Appointed: 2018

LESLEY FIFER Appointed: 2023

LINDA BUSHELL Appointed: 2023

LYNNE MYERS Appointed: 2018, Other trusteeship: BIRMINGHAM HEBREW CONGREGATION AND CHARITABLE INSTITUTIONS,

MARTIN ADRIAN BROSTOFF (Chair) Appointed: 2018

Legal constitution

Charity registered in England & Wales on 19/11/2018, number: 1180758

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Care Quality Commission

Policies in force

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

Filing Record

4 returns made; all on time

Recent reorganisation events:

Asset transfer in from BIRMINGHAM JEWISH COMMUNITY CARE on 03/11/2022

Main office

Office 48
Apex House
3 Embassy Drive, Calthorpe Road
Edgbaston
BIRMINGHAM
B15 1TR

Objectives

4.1. TO PROVIDE AND MAINTAIN AN ORTHODOX HOME FOR ELDERLY OR INFIRM PERSONS OF THE JEWISH FAITH, WHEREVER THEY MAY RESIDE, BUT PREFERENCE GIVEN TO RESIDENTS OF BIRMINGHAM AND THE WEST MIDLANDS. A LIMITED NUMBER OF RESIDENTS WHO ARE NOT OF THE JEWISH FAITH MAY ALSO BE ADMITTED AT THE DISCRETION OF THE CHARITY TRUSTEES WHEN SUFFICIENT VACANCIES OCCUR.4.2.TO RELIEVE AND AMELIORATE THE CONDITION OF JEWISH PEOPLE IN NEED IN BIRMINGHAM AND THE WEST MIDLANDS BY PROVIDING ADVICE AND ASSISTANCE ON ACCESSING WELFARE SUPPORT AND ASSISTANCE WHICH MAY BE (BUT NOT LIMITED TO) FINANCIAL ASSISTANCE

Data Sources