OpenCharities

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator.

2021-12-31-accounts

Page
Legal and Professional Information 1-2
Chairman's Statement 3-5
Report of the Directors 6-21
Report of the Independent Auditors 22-24
Statement of Financial Activities 25
Balance Sheet 26
Statement ofCash Flow 27
Notes to the Financial Statements 28&0

Stephen
Moss CBE(Chairman)		 (appointed 07/09/2010)
Lord Leigh of Hurley (President) (appointed 29/06/2015)
Michael Karp (appointed 21/01/2015)
Elizabeth Crossick (appointed 29/06/2015)
Sergio DellaPergola (appointed 28/01/2019 and retired 04/02/2022)
Jonathan
Haskel		 (appointed 28/10/2019)
Miles Webber (appointed 17/04/2020)
Hilda Worth (appointed 06/07/2020)
William
Benjamin		 (appointed 17/04/2020)

Date Client Detail
January JW3 Presentation of JPR's work on the pandemic
to the
JW3 professional
team and trustees,
as part ofthe
organisation's
strategic planning
work.
Jewish Leadership Council Presentation ofJPR's work on the pandemic
to the
JLC members,
to support
the community
response
to emerging challenges.
JPR public webinar Public
presentation
of key findings
from the JPR
report, Jewsin Europe at the turn ofthe Millennium:
Population trends and estimates.
February Organization for Security and Presentation on
how
to
research
antisemitism,
Cooperation in Europe (OSCE) making
recommendations
about
how to create
a
more harmonised
multi-national
approach.
Board of Deputies of British Jews Presentation about
Jewish
mortality
rates,
at
a
public
panel
event
with
Dr Charlotte
Benjamin,
Southend 5 Westcliff Hebrew Professor David Katz and Moishe Sinitsky.
Presentation
on
Jewish
health
and
mortality
Congregation patterns
as		 part of the synagogue's
adult education
programme.
March JPR public webinar Presentation and discussion ofthe JPR report, Social
research
on		 European Jewish populations:
The state
of the field aimed
at researchers
and
community
leaders across Europe.
London School ofJewish Studies Presentation of JPR's work on the pandemic
to the
LSJS professional
team,
as
part
of the
school's
professional development
programme.
School of Oriental and African Presentations
about
our
research
on
Jews
and
Studies (SOAS) coronavirus, alongside
Dr Michael
Marks
and
Eli
Spitzer.
Board of Deputies of British Jews Presentation of research
data and thinking
on how
and when to gather data on Jews by religion and/or
ethnicity.
Edgware United Synagogue Presentation about
the
importance
of the
UK
Census,
and		 how census
data are used to support
community planning
(simultaneously
broadcast
across the United Synagogue).
Hampstead Garden Suburb Presentation about
the
importance
of the
UK
Synagogue Census,
and		 how census
data are used to support
community planning.
North Western Reform Synagogue Presentation about
the
importance
of the
UK
Census,
and		 how census data are used to support
community planning.
Board of Deputies of British Jews Presentation and
panel
discussion
about
the
importance of the UK Census, and how census data
are used to support community
planning,
with Peter
Benton from the Office for National
Statistics.
United Nations Presentation at
conference
on
combating

antisemitism,
about what research data tell us about
how
best to combat
it (convened
by
UN
High
Representative
for the Alliance
of Civilisations
and
former Spanish
Minister
of Foreign
Affairs,
Miguel
Moratinos).
May JPRwebinar JPR public webinar
which
presented
and discussed
some ofthe key data we have published
about the
pandemic.
Western Marble Arch Synagogue Presentation
about
the
nature
of contemporary
Jewish identity at a pre-Shavuot
event.
Dutch Jewish Humanitarian Fund Presentation
to trustees
looking at key social and
demographic
trends
among Jews across Europe, to
help the Fund's strategic planning
work.
June Jewish Leadership Council Presentation
and discussion
ofsome ofthe data JPR
has published
about the effects ofthe pandemic
on
the
community
for the
JLC community
trustees
conference.
European Network ofSmall Jewish Presentation
on
the
impact
of coronavirus
on
Communities European
Jewish communities.
July Woolf Institute,
Cambridge		 Lecture
on 'Why Jews live longer
than
non-Jews:
what
the latest
health
crisis can teach
us about
Jewish longevity'
as part ofthe Institute's
Religion
in
Numbers
seminar.
Sept JPR House of Lords lunch JPR event outlining JPR's work over the course ofthe
pandemic,
attended
by
community
leaders,
JPR
donors and politicians/civil
servants.
Nov Office for National Statistics Inter-faith
panel
discussion
looking
at
the
relationship
between
belief and statistics
and how
faith motivates
JPR's work.
Natan Fund Presentation
to trustees about key trends
in the UK
Jewish
population
and
community
as part of the
Fund's mission to the UK.
United Nations Presentation
at closed consultation
on antisemitism
with
UN Special Rapporteur
on Freedom of Religion
or Belief, Dr Ahmed Shaheed.
Russian Jewish Congress Presentation
on
challenges
in
understanding
antisemitism
data
at the
'Protecting
the
Future'
conference
in Moscow.
Dec Jewish Community Academy Trust Presentation
to the Office ofthe Chief Rabbi and the
United Synagogue of key trends and issues
in Jewish
schools in the UK as part ofJCAT's strategic planning
work.

for the year ended 31 De cember 202 1
Permanent Total Total
Note Unrestricted Restricted Endowment Funds Funds
Funds Funds Fund 2021 2020
f E E E
incoming
and endowments
Donations
and legacies
Investments		 from: 2
3		 195,530
100,032		 195,530
100,032		 260,906
110,681
Charitable
activities		 4 286,835 297,555 584,390 522,831
Total income and endowments 582,397 297,555 879,952 894,418
Expenditure
on:
Raising funds
Charitable
activities		 99,792
502,221		 222,867 20,211 99,792
745,299		 106,905
732,490
Total expenditure 5 602,013 222,867 20,211 845,091 839,395
Investment
return:
net		 of realised and
unrealised
(gains)/losses		 14 202,612 202,612 (28,953)
Net income/(expenditure) (19,616) 74,688 182,401 237,473 26,070
Transfer between funds 19 (34,044) 34,044
Net movement
in funds		 (53,660) 108,732 182,401 237,473 26,070
Reconciliation
offunds:
Total funds brought
forward		 430,344 2,675,875 3,106,219 3,080,149
Total funds carried forward 20 376,684 108,732 2,858,276 3,343,692 3,106,219

as at 31 Decem ber 2 021
Notes 2021 2020
Fixed assets
Intangible assets 12 4,980 5,810
Tangible assets 13 101,800 20,469
Investments 14 2,932,100 2,751,598
3,038,880 2,777,877
Current assets
Debtors 15 36,055 58,783
Cash at bank and in hand 330,521 342,108
366,576 400,891
Creditors: amounts falling due
within one year 16 (61,764) (72,549)
Net current assets 304,812 328,342
Net assets 20 3,343,692 3,106,219
Funds
General funds 226,684 280,344
Designated
funds		 150,000 150,000
Total unrestricted funds 17 376,684 430,344
Permanent
endowment		 funds 18 2,858,276 2,675,875
Restricted funds 19 108,732
20 3,343,692 3,106,219
These financial statements were approved by the Board of directors 'p
ongOctober		 2022 and signed
on
its behalf by:
The Institute for Jewish Poli
(A Company
Limited
by Gua
Statement ofCash Flow
as at 31 December 2021		 cy Research
antee)
Note 2021 2020
f. f.
Net cash flow from operating activities 21 (37,990) (108,160)
Cash flow from investing
activities:
Payments
to acquire tangible
Income from investments		 fixed assets (93,808)
100,000		 (19,796)
100,000
Payment
of investment
manager's
fees		 20,211 22,928
Net cash flow from investing activities 26,403 103,132
Net increase/(decrease)
in		 cash and cash equivalents (11,587) (5,028)
Cash and cash equivalents at 1 January 342,108 347,136
Cash and cash equivalents at 31 December 330,521 342,108
Cash and cash equivalents consists of:
Cash at bank and
in hand		 330,521 342,108
Cash and cash equivalents at 31 December 330,521 342,108

Income from charitable
acti		 vities
Unrestricted Restricted 2021 2020
Funds Funds Total Total
F f F
Research projects and sales of reports 286,835
286,835		 297,555
297,555		 584,390
584,390		 522,831
522,831
(note 19)
2020 Income from Charitable Activities was F522,831 of which f260,615 was attributable to restricted funds and the
balance ofF262,216was attributable to unrestricted funds.
Total expenditure
Activities
Undertaken		 Support
Costs		 2021
Directly
Totalf
Costs directly allocated to
Fund raising for donations
Research project costs
Lectures and seminars		 activities: 57,472
445,725
20,712		 42,320
95,713
5,731		 99,792
541,438
26,443
Research and organisational development costs 80,433
604,342		 96,985
240,749		 177,418
845,091
Support costs allocated to
Bad debts		 activities: F
(659)
Database 2,088
Staff costs 65,663
Premises 75,196
General office costs 38,395
Depreciation
and leasehold
Bank charges and exchange		 amortisation
rate difference		 12,477
2,165
Legal and professional
Investment
manager's
fees		 5,208
20,211
Auditor's
remuneration		 19,175
Amortisation
oftrade marks		 830
240,749

The total expenditure
for		 the year ended 31 December 2020 ar e as follows:
Activities
Costs
Directly
Totalf
Costs directly allocated to
Fund raising for donations
Research project costs
Lectures and seminars
Research and organisational		 activities:
development		 costs 69,203
253,789
21,665
309,629
654,286		 37,702
28,822
2,872
115,713
185,109		 106,905
282,611
24,537
425,342
839,395
Support costs allocated
Bad debts
Database
Staff costs		 to activities: f
750
2,156
51,929
Premises
General office costs		 51,856
29,163
Depreciation
and leasehold
Bank charges and exchange
Legal and professional
Investment
manager's
fees
Auditor's
remuneration		 amortisation
rate difference		 7,948
(128)
6,509
22,928
11,168
Amortisation
oftrade marks		 830
185,109
Allocation
ofexpenditure		 according to funds: 2021 2020
Total Total
f
Unrestricted
funds		 602,013 533,856
Restricted funds (note 20)
Permanent
endowment
funds		 222,867
20,211		 282,611
22,928
845,091 839,395
6 Governance
costs
2021 2020
Totalf Totalf
Legal and professional
Auditor's
remuneration		 5,208
19,175		 6,509
11,168
24,383 17,677

Auditor's
remuneration
2021 2020
Total Total
E
Audit ofthe Charity's
annual
accounts
Adjustment
to Prior year provision
Other services - preparation
ofthe Charity's		 annual accounts 12,375
3,300
3,500
19,175		 7,607
3,561
11,168
Net income/(expenditure)
This is stated after charging: 2021 2020
E
Depreciation
Auditor's
remuneration		 12,477
19,175		 7,948
11,168
Operating
lease rentals
Investment
return: net of realised and unrealised
Amortisation		 (gains)/losses 43,470
(202,612)
830		 43,470
28,953
830
126,660 92,369

10 Staff costs and employee benefits 2021 2021 2020f
Wages and salaries
Social security costs
Pension costs (see note 11)		 490,793
52,780
29,129		 486,286
51,837
28,788
Pension to former employee
572,702 566,911
The number
of employees		 who received total employee benefits (excluding employer pension costs of more than
260,000)are as follows:
2021 2020
Number Number
260,001 - F70,000 1
F70,001 - 880,000
F80,001 - F90,000
F90,001 - F100,000
F.100,001 - F110,000
F110,001 - F120,000
The average
number ofemployees		 during the year was: 2021 2020
Number Number
Aerae
numberofemlo		 es 9 9

Trademarks:
Cost
At 1 January 2021 8,300
Additions
At 31 December 2021 8,300
Amortisation
At 1 January 2021
Provided
during the year		 2,490
830
At 31 December 2021 3,320
Net book value
At 31 December 2021
At 31 December 2020		 4,980
5,810
Tangible fixed assets
Improvement
to leasehold
building		 Fixtures and
fittings		 Computer
equipment		 Total
F
Cost
At 1 January 2021
Additions
Disposals		 52,408
83,943
(34,959)		 2,604
9,595
(2,604)		 17,799
270
(3,222)		 72,811
93,808
(40,785)
At 31 December 2021 101,392 9,595 14,847 125,834
Depreciation
At 1 January 2021
Charge for the year
On disposals		 35,444
8,657
(34,959)		 2,604
1,488
(2,604)		 14,294
2,332
(3,222)		 52,342
12,477
(40,785)
At 31 December 2021 9,142 1,488 13,404 24,034
Net book value
At 31 December 2021 92,250 8,107 1,443 101,800
At 31 December 2020 16,964 3,505 20,469
Fixed assets investments in MCA permanent endowment fund 2021f 2020
E
Fair value brought
forward
Investment
return: dividends		 and interest 2,751,597
98,102		 2,793,364
110,115
Investment
return: income paid out
Investment
management
costs
Investment
return: net ofrealised and unrealised		 losses. (100,000)
(20,211)
202,612		 (100,000)
(22,928)
(28,953)
Fair value carried forward 2,932,100 2,751,598
Historical cost 2,312,353 2,217,087