JEWISH BLIND & PHYSICALLY HANDICAPPED SOCIETY LIMITED

Charity number: 259480
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

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.

Income and expenditure

Data for financial year ending 31 December 2023

Total income:
£8,653,978

Text alternative for this canvas graphic is in the data table below.
Donations and legacies £4.65m
Charitable activities £3.85m
Other trading activities £0
Investments £118.15k
Other £35.90k

Total expenditure:
£4,672,994

Text alternative for this canvas graphic is in the data table below.
Raising funds £358.27k
Charitable activities £4.31m
Other £0

£230 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.

Text alternative for this canvas graphic is in the data table below.
Raising funds and other expenditure £358.27k
Charitable expenditure £4.31m
Retained for future use £3.98m

People

44 Employee(s)

11 Trustee(s)

56 Volunteer(s)

Employees with total benefits over £60,000

Number of employees
£60k to £70k 1
£100k to £110k 1
£110k to £120k 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
  • Disability
  • Accommodation/housing
Who the charity helps:
  • Elderly/old People
  • People With Disabilities
  • People Of A Particular Ethnic Or Racial Origin
How the charity helps:
  • Makes Grants To Organisations
  • Provides Buildings/facilities/open Space
  • Provides Services
  • Provides Advocacy/advice/information
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 12 September 1969: Standard registration
  • 16 February 2016: Funds received from 236795 MAURICE MYERS CHARITABLE FOUNDATION
  • 23 February 2022: Funds received from 803574 THE DAVID AND LINDA SCHNEIDERMAN CHARITABLE TRUST
  • 07 May 2025: Funds received from 208540 JEWISH ASSOCIATION FOR THE PHYSICALLY HANDICAPPED
  • 19 May 2025: Funds received from 1071288 THE EPHRAIM 1998 CHARITABLE TRUST
Organisation type:
Charitable company
Other names:
  • JEWISH BLIND & DISABLED (Working name)
Company number:
00959535 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
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
  • Volunteer management
Land and property:
This charity owns and/or leases 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

11 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Marc Gordon Chair 15 July 2021
None on record
MICHAEL BENJAMIN WINEHOUSE Trustee 12 December 2024
AMY WINEHOUSE FOUNDATION
Received: On time
Joshua Warren Prince Trustee 12 December 2024
None on record
Jacob Harvey Gould Trustee 12 December 2024
None on record
Frances Samantha Gertler Trustee 28 November 2022
None on record
Jacob Colton Trustee 13 September 2022
THE APSLEY PAPER TRAIL
Received: On time
Laura Phillips Trustee 13 September 2022
None on record
Tony Levy Trustee 20 July 2020
None on record
ANTONY KINTISH Trustee 23 January 2018
None on record
Stuart Russell Trustee 08 February 2017
None on record
PETER HOWARD SILVERMAN Trustee 15 November 2011
THE CECIL ROSEN FOUNDATION
Received: On time

Financial history

" role="img"> Text alternative for this canvas graphic is in the data table below.

Financial period end date

Income / Expenditure 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Total gross income £4.73m £5.00m £5.13m £6.39m £8.65m
Total expenditure £2.65m £3.05m £3.22m £4.44m £4.67m
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 £1.79m £1.38m £1.34m £2.51m £4.65m
Income - Other trading activities £0 £0 £0 £0 £0
Income - Charitable activities £2.85m £3.57m £3.75m £3.82m £3.85m
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £86.85k £18.81k £2.36k £21.09k £118.15k
Income - Other £7.14k £35.90k £35.90k £35.90k £35.90k
Income - Legacies £719.02k £670.75k £528.66k £710.21k £2.76m
Expenditure - Charitable activities £2.26m £2.67m £2.90m £4.07m £4.31m
Expenditure - Raising funds £392.76k £372.61k £321.42k £375.58k £358.27k
Expenditure - Governance £25.72k £22.78k £31.56k £34.71k £38.61k
Expenditure - Grants institution £0 £0 £0 £0 £0
Expenditure - Investment management £0 £0 £0 £0 £0
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.

" role="img"> Text alternative for this canvas graphic is in the data table below.
Asset / Liability 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Own use assets £33.44m £53.74m £54.00m £55.19m £57.27m
Long-term investments £885.00k £0 £0 £0 £0
Other assets £13.02m £6.62m £8.22m £9.20m £10.92m
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £499.16k £2.32m £2.27m £2.50m £2.32m

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 25 September 2024 On Time
Accounts and TAR 31 December 2023 25 September 2024 On Time Download Open in new window
Annual return 31 December 2022 10 October 2023 On Time
Accounts and TAR 31 December 2022 10 October 2023 On Time Download Open in new window
Annual return 31 December 2021 12 September 2022 On Time
Accounts and TAR 31 December 2021 12 September 2022 On Time Download Open in new window
Annual return 31 December 2020 06 October 2021 On Time
Accounts and TAR 31 December 2020 06 October 2021 On Time Download Open in new window
Annual return 31 December 2019 17 September 2020 On Time
Accounts and TAR 31 December 2019 17 September 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 4TH AUGUST 1969, AS AMENDED 24 JUNE 1999 AND 10 AUGUST 2005. AS AMENDED BY SPECIAL RESOLUTION(S) DATED 30 NOV 2017 as amended on 13 Sep 2022

Charitable objects

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)

Area of benefit

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

UNRESTRICTED

Contact information

Address:
FRANCES & DICK JAMES COURT
LANGSTONE WAY
LONDON
NW7 1GT
Phone:
02083716611
Email:
info@jbd.org
Website:

www.jbd.org Open in new window