THE INSTITUTE FOR JEWISH POLICY RESEARCH

Charity number: 252626
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

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.

Income and expenditure

Data for financial year ending 31 December 2023

Total income:
£956,309

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Donations and legacies £201.24k
Charitable activities £649.07k
Other trading activities £0
Investments £106.00k
Other £0

Total expenditure:
£1,009,625

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Raising funds £56.97k
Charitable activities £952.65k
Other £0

£85,387 investments gains (losses)

Charitable expenditure

Charitable expenditure

Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.

In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.

Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.

By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.

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Raising funds and other expenditure £56.97k
Charitable expenditure £952.65k

People

8 Employee(s)

7 Trustee(s)

Employees with total benefits over £60,000

Number of employees
£60k to £70k 1
£90k to £100k 2
£120k to £130k 1

Fundraising

No information available

Trading

One or more trustees are also directors of the subsidiaries

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

What the charity does:
  • General Charitable Purposes
  • Arts/culture/heritage/science
  • Environment/conservation/heritage
  • Economic/community Development/employment
Who the charity helps:
  • People Of A Particular Ethnic Or Racial Origin
  • Other Charities Or Voluntary Bodies
  • Other Defined Groups
  • The General Public/mankind
How the charity helps:
  • Provides Advocacy/advice/information
  • Sponsors Or Undertakes Research
Where the charity operates:
  • Throughout London

Governance

Registration history:
  • 23 May 2016: Standard registration
Organisation type:
Charitable company
Other names:
  • JPR (Working name)
  • THE INSTITUTE OF JEWISH AFFAIRS (Previous name)
  • THE INSTITUTE OF JEWISH AFFAIRS LIMITED (Previous name)
Company number:
00894309 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • 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
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
Land and property:
This charity does not own and/or lease land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

7 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Adam Taub Trustee 01 May 2025
None on record
Dr Efrat Shaoulian-Sopher Trustee 25 January 2024
None on record
Mark Berman Trustee 10 July 2023
None on record
DENISE NICOLE JOSEPH Trustee 10 July 2023
ONEVOICE EUROPE
Received: On time
BRITISH FRIENDS OF THE HEBREW UNIVERSITY OF JERUSALEM
Received: On time
JW3 TRUST LIMITED
Received: On time
NISA-NASHIM
Received: On time
THE JOSEPH CHARITABLE TRUST
Received: On time
THE CVC MUSIC FOUNDATION
Received: On time
TRUST FOR LONDON TRUSTEE
Received: On time
SWEET CHARITY (LONDON) LIMITED
Received: On time
FELICIA EPSTEIN Trustee 24 April 2023
None on record
David Malcolm Ereira Trustee 24 April 2023
None on record
Professor Jonathan Edward Haskel CBE Trustee 28 October 2019
None on record

Financial history

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Financial period end date

Income / Expenditure 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Total gross income £698.10k £894.42k £879.95k £953.27k £956.31k
Total expenditure £737.90k £839.40k £845.09k £1.06m £1.01m
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A N/A
Income - Donations and legacies £123.80k £260.91k £195.53k £153.52k £201.24k
Income - Other trading activities £0 £0 £0 £0 £0
Income - Charitable activities £420.95k £522.83k £584.39k £699.44k £649.07k
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £153.35k £110.68k £100.03k £100.31k £106.00k
Income - Other £0 £0 £0 £0 £0
Income - Legacies £0 £150.00k £0 £0 £0
Expenditure - Charitable activities £612.26k £732.49k £745.30k £984.99k £952.65k
Expenditure - Raising funds £125.64k £106.91k £99.79k £72.20k £56.97k
Expenditure - Governance £23.34k £17.68k £24.38k £31.70k £31.85k
Expenditure - Grants institution £0 £0 £0 £0 £0
Expenditure - Investment management £23.93k £22.93k £22.93k £18.78k £22.52k
Expenditure - Other £0 £0 £0 £0 £0

Assets and liabilities

Definitions for assets and liabilities
Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

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Asset / Liability 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Own use assets £15.26k £26.28k £106.78k £92.77k £83.43k
Long-term investments £2.79m £2.75m £2.93m £2.67m £2.73m
Other assets £363.32k £400.89k £366.58k £312.57k £273.41k
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £91.79k £72.55k £61.76k £68.86k £57.01k

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 December 2023 31 October 2024 On time
Accounts and TAR 31 December 2023 31 October 2024 On time Download Open in new window
Annual return 31 December 2022 19 October 2023 On time
Accounts and TAR 31 December 2022 19 October 2023 On time Download Open in new window
Annual return 31 December 2021 28 October 2022 On time
Accounts and TAR 31 December 2021 28 October 2022 On time Download Open in new window
Annual return 31 December 2020 15 October 2021 On time
Accounts and TAR 31 December 2020 15 October 2021 On time Download Open in new window
Annual return 31 December 2019 04 October 2020 On time
Accounts and TAR 31 December 2019 04 October 2020 On time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 19TH DECEMBER 1966 AS AMENDED BY SPECIAL RESOLUTIONS DATED 30TH DECEMBER 1969, 24TH NOVEMBER 1992 AND 30TH OCTOBER 1995 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 02 NOV 2015 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 23 OCT 2017 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 26 OCT 2021

Charitable objects

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.

Area of benefit

The area the charity can operate in, as set out in its governing document.

NOT DEFINED

Linked charities

Linked charities
Linked charity 252626-1 THE MCA ENDOWMENT FUND
Governing document
Charitable objects
Area of benefit
Registration history
  • 23 May 2016 : Standard registration

Contact information

Address:
6 Greenland Place
London
NW1 0AP
Phone:
02074249265
Email:
jpr@jpr.org.uk
Website:

www.jpr.org.uk Open in new window