Finance Score: 3

Governance Score: 6

Support Score: 4

Good reserves management: +3

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

Grant maker support: +4

Overall GiG Score: 13

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 most of its income
Reserves management has been consistently within official guidelines
Spending has increased 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

Established: 54 years
(57 years as a company)

www.jpr.org.uk

jpr@jpr.org.uk

02074249265

Charity Commission for England and Wales

Tweets

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
31/12/22	£953	£1,057	£-104	£53	£3,002	£369	4.2	10
31/12/21	£880	£845	£35	£77	£3,344	£377	5.3	9
31/12/20	£894	£839	£55	£84	£3,106	£430	6.2	9
31/12/19	£698	£738	£-40	£102	£3,080	£352	5.7	8
31/12/18	£795	£709	£86	£78	£2,843	£368	6.2	7
31/12/17	£759	£749	£10	£41	£3,098	£258	4.1	7
31/12/16	£737	£678	£59	£2	£3,272	£222	3.9	6
31/12/15	£485	£575	£-91	£0	£0	£0	n/a	0
31/12/14	£727	£584	£143	£33	£3,320	£201	4.1	4
31/12/13	£713	£546	£166	£30	£3,346	£31	0.7	4
31/12/12	£510	£575	£-65	£29	£2,953	£-162	-3.4	4
31/12/11	£406	£428	£-23	£0	£0	£0	n/a	0
31/12/10	£314	£406	£-92	£0	£0	£0	n/a	0
31/12/09	£458	£572	£-114	£0	£0	£0	n/a	0
31/12/08	£510	£787	£-277	£85	£2,573	£-104	-1.6	6
31/12/07	£485	£616	£-132	£0	£0	£0	n/a	0
31/12/06	£604	£561	£43	£0	£0	£0	n/a	0
31/12/05	£546	£666	£-121	£0	£0	£0	n/a	0
31/12/04	£661	£700	£-39	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 41%
Highest pay band: £110,000-£120,000
Liabilities/Assets: 2%
Liabilities/Income: 7%
Unrestricted Funds/Total Funds: 12%
Reserves/Spending: 4.2 months
Net Current Assets/Spending: 3 months
Quick Ratio: 3.4

Asset Split ?

Listed activities

Arts/Culture/Heritage/Science
Economic/Community Development/Employment
Environment/Conservation/Heritage
General Charitable Purposes

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 works here?

10 employees

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
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

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

Based on 10/11 persons

Age Range of Trustees: 46-71

DAVID MALCOLM EREIRA Appointed: 2023, Occupation: Company Director

DENISE NICOLE JOSEPH Appointed: 2023, Occupation: Chartered Accountant

DR EFRAT SHAOULIAN-SOPHER Appointed: 2024, Occupation: Foreign Policy Advisor

ELIZABETH CROSSICK Appointed: 2015, Occupation: Head Of Government Affairs

FELICIA EPSTEIN Appointed: 2023, Occupation: Lawyer

LORD LEIGH OF HURLEY Appointed: 2015

MARK BERMAN Appointed: 2023, Occupation: Consultant

MILES JASON WEBBER Appointed: 2020, Occupation: Retired, Other trusteeships: THE BUBBLE THEATRE COMPANY LIMITED, NORWOOD SCHOOLS LTD, NORWOOD RAVENSWOOD, THE SYLVIA WEBBER TRUST,

PROFESSOR JONATHAN EDWARD HASKEL CBE Appointed: 2019

STEPHEN MOSS CBE (Chair), Occupation: Director, Other trusteeships: READING ROOM AND VILLAGE INSTITUTE, THE JOSEPH LEVY ENDOWMENT TRUST, THE FEDERATION OF LONDON YOUTH CLUBS, ROYAL ACADEMY OF DANCE, THE JEWISH COMMUNITY SECONDARY SCHOOL TRUST, WEST LONDON SYNAGOGUE ENDOWMENT FUND TRUST, THE STEPHEN AND JOY MOSS CHARITABLE TRUST, JEWISH CHILD'S DAY,

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

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management

Filing Record

19 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