Company regiStratrn number 00894309 Chanty regislralion number." 252626 The Institute For Jewish Policy Research (A u)mpany Illed by guarantee) Annu81 Report and Financial Slatemerrts forlhe Year Ended 31 December 2023 ocm
The Instituto For Jewish Pollcy Research Contsnts (continued) Reference and Admini$lrative Details CharrM'S StotÈmènl 2to3 TrustÈe5' Rewrt 4t018 Independent Auditors. Report 171919 Slalemenl of Finanrial Ael'vrtiÈ¥ 20 Balance Sheet 21 Slatement of Cash Flow8 Notes to the Finanu81 Slalements 231039
The Institute for Jewlsh Polity Researth IA Company Limited by Guarantee) Report of the Trustees For the Year Ended 31 December 2023 LEGALANDADMINISTRATIVE INFORIIATION Charity nuner Company number 894309 Govèrning Docurnent Pr•#ld•nt LO Leb ofHuwkny Honorary Pr•51dent Loid Rot1thI OM Hontsrlry Wi¢0 Presldents Har Pak%ner Sir Trevor Ch C Ch•Smian Vl¢•.¢hlrmn Davbj EraKa Troasurèr Mithael OBE Executlve Olrector Dirg¢tor of Op•rallons T Company S•crgtsry Ritharf Go%Yste Sonlor Re$ear¢h F•llows Di. DavKI Graharn Df. DanEI Staelsky Dr. Carfi Lessol Dr Keith Kahn-Har Dlr•¢torn and Board of Management SteFen Moss CBE Mithael 3 OBE Elizaboih cr Lord LBi9h of Hurley Rl¢h•rd Goklsln Miles Ktbber William Benjamin Hilda Woth FWes%or Jonalh3n Haskel CBE Math Beman Denise Joseph F¢li¢ia Epsi Dr David Erwra Efrat Sopher (apwinted M 07109r20101 {apwnted en 21101r2015 aTrJ teThinalod 25101120241 {appoted ty) 2910W2015 and tem)inated 2810W20241 {appoted en 29106r20151 lappointed on 05103r20201 (appointed on 17104r2020 and teminabj on 2810W20241 (appointed on tM)7120201 (appted on IW07r2020 and termatt on 20K12120231 lapponted on 28110120191 (appointed on 1W7120231 1pnIe 10107120231 lappontsd 2410412W231 lapponled 241r14f20231 lappoinled on 28101120241 Regi$ter•d •ffl¢• 6 Gnknd PLqce Lty)don NWI OAP England Auditor ACmoLLp Stafft>rd House ackblook P8th Awt)ue Taunton. sOftrsel, TA12PX Bankers Bardays Bank pk 1 Churchll Plac London E14 5HP Inve$tm•nt Managor* LGT WeaNh managnI UK LLP 14Comh Lond EC3V3NR Pa9• 1
The Institute for Jewish Pollcy Research {A Company Llmlted by Guaranteel Report of the Trustees For the Year Ended 31 Oecember 2023 Chalm)an'8 $tstement Thè Institute lor Jewish Pe4Y Rasearch IJPRI had a ptoducbve year in 2023, marked by significanl athi•wom8nis. trxpand•d mach, 8nd incte8sed dunand for our serwKes. Vvorking in parlnershy wrth Ips05, we 8 grounthreaking competiti tendèr from lh• European Comrnlss)Th to conduct a PrehenSIve survey of pubkc atliludes ltywarils Jews in all 27 EU Mernb8r Slate5, the lar9esl and most extensive fesearch pt4tct we have ever s8¢ured. TM$ proie¢t sertts a major ¢ontribvticn to understandin9 antisemittsm in Eur¢pts. and sland5 as a fvndamenial componÈnl of the Eurwan Cotnmi5510ll'S ten-year slralegy in area. At the same time. we also )ndUcted a key stLhty for the European Commi80n aD4y$ing Ihe exi$tiNJ research infrastr1 across Eumpe on antisemib5tn and contemporary Jewish life. The pleCt was designed to lay the groundwork for Ihe ConYnissh)n's rAan lo esti$h a Q mil•)n research h1 lor ihese top>cs in 2025, whith wg expect lo tderfor to coordinat and in 2025. We 8LBO tth significant 51riths forward in enhwryng our re5ear¢h capa1Mle5 in the UL In wtKular, w8 made tonsiderab prcgress d•veloping and ut11Br our n0Vatle Jewtsh pwulatiDn research panel. which Is desHJn8d to ènable u5 to collèd 4j anatyse datz on key Bsues faciw the tommunity mt¥e efftienlly arx1 cost-effecV•IY than ever before. This is one of the most impor18nt infr8structur81 projects tiTvJ place in the Britk%h J•wish omrnunity today, aNI we are wothing hard to ensure that it attra¢ts the inb$trnenl rt merrts. Wth the help of Ihe Roth$chikl FOUation Eumpe. we ako lum8d our attenlion tc the cullwation olfuttjre research talenl for the Jewith corrwmJnrty. Ir Sludenl Fdlowshps and Internship progiammes are creating epportunitie$ for young researchers lo wk as pt of Ihe JPR team 3nd gain vauable professional sklls, •Xperiere that we hope will help to buibj a ppline ol research experbse Ihat will be[rit Jewk%h communities in tho years lo c¢. Overall, we prOdUd a record number of rese8rth outputs in 2023. covering a wid• raNJ• of i5$U8s affecting Jewish COMMUne5. During a very thificLII y8ar for Jw everywhere foll¢win9 thé homfyin9 O¢tobor 7 attacks in Israel. we explored topics. rt least ihat assaLrft is affectiry Jaws in the UK and around the wortd. Yel we 31$) maintaine<l our locus on h•r ¢ritKal kng-term k8SLES, Such as Jewish ryralitin pattems. intemarriagè trend$. and nIeMpornry Jewish Id•ntrty. IrKh•d. 2023 was marked by exteThsNe analysis of our grour¥Jbreaking Nal)nal jeWh Identity Survey. the which we in earfy 2024 alongside our new podca81 series with JW3, Jews Do Cwnl. Bulding on the launch ol our rwebSite in late 2022. we tjso snifI1 enhancèd tsur tommunicaThS efforts. We increased oui Social metha presen, wraded our e41&¥$tt to rexh broad•r targ•t audienc•s, and prUced more accessible and newswcrfthy ttten1. We diversrfwl our ¢ont&nt defvery methods, running more online events, and woduong short vhjeos, pod¢asts. and teractiVe rnatetials lo engage with our alIanceS more effoctN•ly. Lookin9 ahead to next yfrar. one Of Ouf gwtÈ5t thalkntqe5 that thp dem8TrJ foi our $eNices has QUIpad gur ctsrnt capacity. A5 our repUtalW and vi5knilty have grown, an increasiw number of Jewish ¢ommunal organis3lion5 are approaching JPR for research swort. rned mre capacity lo fvLfjI our role, particularly in IvJht of the many new ¢hallewes fa9 Jews in a post10ber 7 rld, Ihi¥ B aTh i$$ue thot wll be high on our agenda 90ing lorward. None of rAJr $u¢ce$ses )Uld have a¢hievabb without the finan¢o1 $UFPJrt of our loyal doncrs. A5 ever. l am particularfy grateful for the sieadfast support of Pears FOUT%tsb". Rolhschild Foundatson HanadN Europe and the Maurice Wohl Charitae Foundation. all of whose nlem1 Yesents in our rèsearch infrastructurè Ère critical to ensuring thal commlmity leaders aNJ prrAe$$ionals have atte$$ lo th• rnost fundam•ntal data tY n••d to do Ih?ir work l am equally Ih¥nkful fry the tywoing support ol many othets. notabty th8 David 8nd Ruth L8WIS Family Charitable T$1. the Bloorn FouTrdalion. the Haskel Famity Fwnilatiw. Ihe Charfes Wolfson Charitable Trusi, th8 Kir5h Foundation. th8 Morris Leigh Foundation. aid iThdeed the many itKlividual donoTS who give what thèy can Io sUPPOrtthe crthcal roK8 JPR p5 in the UK and acF085 Euiope. l extend my gratitude too to h¥0 other pivotal grow Ihat have been comerston•$ ol our progress. Fitst. JPR'$ tnJ5tees. whose shared w5ion and wwavering support have teen ¥itl in "n9 lo Steer the In$btLrte thiovoh the year and ènsunng It ntInLEs lo Maintain Ihe hvJh stsTrdards forwhrh JPR is known. In particular. I want lo thank the tr5185 who stepped d¢)wn aftei their te$ in 2023 and 2D24- Micthael Karp. Elabeth Crossk, Hilda Worth and Mil8s Webber. Th81r ccffjtrtsjtions to JPR w11 be sorely mkssed. Howe¥er, we have also been delightod to welcorne David Ereita, Cynise Joseph. Fetia'a Epstein and ma Bean to the Board in 2023. 8$ well a$ Efral Pagè 2
The In5tltyts for Jewlsh Pollty Researth IA Company UmltÈd by Guarante0} Report ofthe TSteS For the Year Ended 31 DKomber 2023 Sophor whoioirod In eaty 2tr24. Locthry to my ye8r•¥ JPR Chakin. l am d8f¥hteil thit we hBVO alrèady sur£85aor, DavKI Ernha. who l swe IJPR tr) 3chpv8luther $ucu6$. secor. I want tts Ihank the exrw'onal JFT( teom for tts urrmEmJ Tnd outstsndiw rfOan¢, under Ihe knadership ol Executive DireL)r. Dr Jo4a¥h d. The tèam ts eiitral to our 8ucw$. both our exteptK)nal rÈsearch8r5 and Iha teTr. arytP4ng ¥Mlhout our$tall. d iti8 privilege to abk to w¢th with thern. Finalty, 20238awth8 sad Olr HorKThy PrEStden( LordJ8fxA Roll&. His inv¢4vement In JPR w•rrt bad¢ many da¢t, ar chaiiing rt4rnrow fvTrJr81Sg dinrers aTrJ rn•jtsrovent5with •x(pti(mo1 pwst $peakors ff¢m arouTrJ the WO, indyding the then Cru• of Jordaft. Prin Huss8in, Henry Ki55inger and Lord Vvotfensohn, arg many otrrs. Lud Rolhschikt also hèw to sel up our endowment fund some tsverbty- five Yea ago, hÈlp•d to e$'sh ow lryterni relationship with the Rothschild Foundation H•n4div Europe, both ofthch JPR continueB to ttsthisdfiy. Weww wrd5s hiB pwonc ¢Jeepty. and *xt¢n¢ QLV h¢artfeM condolences to hL5 fwnlty. Stephe Ch•irman ¢)ss CBE Dale. zy. Page 3
The Inslitute for Jewish Polky Research IA Company Limited by Guaranteel Report of the Trustees For the Year Ended 31 De(ember 2023 The trustees present their Annual Rep¢)rt tDyether wrth the Audite(l Finan¢ial Statements for the year ended 31 December 2023. The lTrslibJte for Jewsh PolKy Researth 15 a ch8rrtable company limited by 9uarantee vnLr registration wmber 8943{ arKI 1$ registe by the Charity Commission under re9istrab.on nLber252626. Pleasè refer lo page 1 for futher legal and pwleswonal lnl0mian. Th& financial st8t•m•nts have been prepared in accotdance with tho accounimg poli¢ies set eul in nole 2 lo the financial statements and compty with the ¢harity¥ arb¢ks OlassociatTr. the Companies Act20 and"A(tounling and Reporting by Chatities Statement ol Recommended Pra¢tK• appli¢abl• io charitK95 proparing their accounts in accordance with Finanoal Reporting Slandard appab in Il UK and Rewblic of Ireland IFRS 1021" leffedwe 1 January 20191. OWECTIVES AND ACTMTIES Th8 obiectiyes ol Ihè charity set Olrt in the cunPan$ Artidps of Assticiall ar8 to [rat8 dats and inswts on major i%suos cotKeining Jews in the UK. auoss Europe and around the xJrfd, to ansure thatthos• in positions of responsibilty for rnnnin9 or 5upporbng Je%h cornmunii$ - frcm m4or mLJY¢inational governmental bodies such as the European Union to sgle-1Ssue J$h ch8rits-have the datathey need to make infomed decisions. We work with Jewi$h organi$ation$ of all backgrounds orn1at)ns, to help them undw5tand their populatio and meet their need$. We use data And anatysis lo help Jewsh Charit and foundat40ns plan etfeclively fL¥ the future. shaiing research insights aj olferirw SearCh s•ryices and policy ad¥e to support their goa15. In this way, we work lo supp)rt ¢thv8wse expresgons of Jsh and to reach out to all Jews regardless of their beliefs or practice8. Our expert leam conducls research on various top lated ttsJ¢wi$h lifè. We examirft demographic trends such a5 populatiolb 5Ke. mowlalty and fertility rates. age slrLthieaNI rThgraion patt•rns. We also expk)re specific issues $uch a5 ant15eThrt15rn arKI attit$ to Israel, heaHh and well)eiry. swo&conomKs. educats"on, Jewksh tdentrty and pra¢tice. philanthropy and campus lilt, provtsSng insights lito some of the most urgent chalenge5 faang Jews today. We $hare our data wvjdy ¢emmunty aderS and pdymakets to supp(wt their Er51and1g of Contemporary Jewi$h i$$ue$. and Io guth th•irtt)inkiryJ atl lo maintain and enhan¢e Jewish lrfe. Our daia support ¢haritie$. fOUndatan$ and org3nl5ab0 wothirvJ with Jaws and on issue$ of ¢on¢ern to them. h•lping 8chDols. eldety care homes. socral weware chanls, Jewish community represeThtrti¥e organisgtions. goverents1 bodies 8nd NGOS to belter undersland Jwsh tomrnvfi.trS and pL4n lor their fuiure. We disseminale our research finding$ in ¥arious ways. indLKJing $yrwi8 and seminarst8ikredtO SFecrfic groups. strai89iC F4anning day5 With key c(Thiunal 18aders. training days fot 51aff leam5 of specrfic organk%alion8. academic eonfortrfes and pU1C events. We share our on our website and through online and pnnt media. aimirvj lo mak• it avlable at all tirn85 to iaigel adrS and bèyond. PUBLIC BENEFIT The InstitutE foT Jwsh Policy Research is an iTrJepend8nl researth )sbtute that C4ndts and diss8minatss search Dn conternporary Jewish CorThnunits. JPR'S reseatth is pYente". il collocts and avalyses data and make$ research available to poli¢yrnakers, service provthrs the general publi¢ through online and print publishing. PTesent8tions and events. Th¢ Trustees, h8viTrJ cargfllly Ihe Charty Ctynmi5sion's guhlance on pthic befil have ¢on¢luded that.. JPR'S alm8 and 8cINitk?s givè thnltsts benefrts to th• pubk continue to be ch8rit8ble. The work particularly benefits the Jewsh velunlary sectoi in the United Kingdom aNJ ls8wh8re in Europe. Through its pioneering social research, JPR also makes contributiorB to the wKJer voluntary 58Ctor, by sharing ils kno¥Aedg8 and seholar5hip, thereby [it1j srKN?ly. Th8 benefts a nol urweasonabty restricted in Way. JPR'S WORK IN 2023 2023 saw JPR undertakir¥J research for wganisalions ianging frcffj the Ewepean cornm15sK to Jami- the UK- based Jew5h ccmmunty mental he81th charity- and shariw arn1 dis¢ussiNJ our findings K•ad8rs from UK or9anisatioThs incILing the Jewish Leadership Counul. Ihe Board of Deputs"e$ of 8filk%h J•ws the Counul cf Christian5 and Jew5, anrl from internath)nal SLK as the European Commis5. the European Counul of Jewish conwnwi1s. and Arnerin Jewish Jclnt Dth"bulKJn CLNnfTultee Ihe Jewsh People Poliry Institute in jèrusarn. Importantly. we Secured a major tender - an EUrywd• s¢uty of g•n•ral attltud•8 li)¥d* Jèws and Israel 8ponsoFed by the Europ¢•n Commission- a key part ol rts t•nwear strategy to cornbat anli&emilism and foster Jewish I6 a¢TQSS Europe., Pa9e 4
The Instltute for Jewlsh Pdicy ReSeah (A Company Llmited by Guarante•l Report of the Trustees For the Year Ended 31 December 2023 we demonstratod the ¢ritieal¥alu• ofour UKJwish population r•s•arch panel tDJewi$h ccmmunrty ¢hariti8s in one of the rTt important infra$truthral projects happening In the Jewish communrty ioday,. we ran a ¢ribcal study of Brltlsh Jews, per¢èptSons and experbÈn¢es olantts•mI•m, 10 ensure that data ser$ on thi$ IoFrfC previeusty cofkcled by the Eurcpean Union prK)r to Brexitwas ¢ontinued- a vital step in measurirvj how antisemth"STn is changin9 in UK and e$labli$hiThg an e$sential bencthark againstwfv'ch to assess changes post-octobw 7., wo took a maJor $tep fOard In our Eurown domogr•phl¢ WOb $qcurlng a ¢iiti¢al ¢omrni•¥lo from the Dutch Jewish comrNnny. ertsurty orwjcing ¢apacty lo en8ble Europ•an Jewish leaders to plan for their lutur8wilh full and cpen a¢cess lo h¥Jh-qU81ty Èmpirul 8vhlgnce. Our wcrk tr•Jehed on several k•y global tssues. most notsbly the 7 October ailacks on Israel by Harna5 and I subsequenl war in Gaza. as 1 as m4or intemal Jovh issues includirwj 8ntis?milism. Ihe Impact of dynamic3 in l$ra•l ON Jews in Ihe UK thg changing nature of Jewish enIty- More 9eneialty, we continued to develop and build ourinternd research InfraStrlure lo pProvRe data and inspJhts lo Jewi4h cornmunty lea(1ors and policymake more effiCItlY. and we made improvemeAt$ to JPR'S websiie to hèlp share our findin9$ mwe widely arKI effectivety. 1. RESEARCH REPORTS PUBLISHEO DURWG 2023 We Tnake our ieporb freety available online di%semiTrale our findings wkJefy kn ènhance t1r itnpact in the liehy. In 2023, JPR wblbshed nine reports. with sevoral others in pmgr8SS. 1.1. LIK REPORTS Confilct In l$raeland Gaza (f).. Wh•tdoJews In the UK Ihlnk? IM•r¢h 20231 This repDrt lookEd al the wnion$ of over 4,000 British Jew5, foknvirg the May 2021 confiKI b•iw8en Israel and Hamas. Respondènts were asked to slate how mh try a9reed or dvsagreed wTrlh different statement$'."Iwael's government handkd th8 rnihtsry asFects of conflict appropriately" and'l$rael'8 government en9a9ed in th8 conflict primarty for political rattErlhan mItary reasons."We found that overall, 8riti$h Jew$ supported Israef$ ri9ht to defend Itse rrilrtarity in conllKt, but Ih8t thew support W8s not uncritical. Moreovor, Jew8 in the UK dvj not uniform vrews on Lsrnel." bveLs of atiachment to Isiael, political banings in iti$h poliiKS, and edu¢ational levels were all found to be key prndictors of attitudes. Gathering aj an3ly5ing these types ol data in a syslematicway vs important forestablishit¥J bwchm8rks against which to as$e$s changes in attitudes over time, which 1$ on olthe most ftnrxmlant JPR 5ewves. confl in Isra•l and G•z8 (2).. Hel9htenedf•ellrw$ of •nsecuflty among Jews Ilvlw th th• UK Iseptèmbei 2023 The second port in thts short series eXaMid how the torfflKt in Israel and Gaza in May 2021 alfected Jewish p•ople livin9 in the UK. It asked Brili8h Jews lo mart Iheii of agreemfrnt th two contentions." 'Bec8use I arn Jewish, I felt I was being hgld re$W)ne by nOn-je for lh8 actrons of Israel's govemm•nt during Ihe ¢onfli¢t.' 8nd'PUbl a1 media criticism of Israel during ts confi1 made me feel Jew5 not wekomo in th8 UK.. The report lond Ihal nearly Ihree-quartets173%1 of all UK Jews felt that. a$ Jews, they wgwe being held responsible in sorne way by non.J8ws for the actths of braefs govemment dum9 Iho cMIlt, and S6% 01 respondents said Ihey fett pvbk"c and media tl$M durirvJ1he flICt made them feel thatJ8ws were urwelcomè in the UK. These findgS wll be used in 2024 lo ass•ss any thaTiyes in attrtudes in Contexl ofthe current ptsst- October 7 war. Whatdo 8rirfsh Jews thlnl oboutlsrael's leaders andit$ fvlurn? IAugUSt 2023} In the context of the tenon$ orisiry In 15r8el 0¥ the judicial refoims. we inve$tigated Ihe attitudes tsf British Jews on related i$$ues. namety what Ihey felt 3bout Israeli pohtical leaders. and the ILrture gf Ilemocratic governance and securily Isra•l. The study drew on data from th re¢•rt SLrveys.' the 2022 National JÈwsh Idents'ty SUey, undertaken in NoVember1Derm 2022. jusl befote Is¥aeYs turnt govemmenl took power, and the 21Y23 Antisemitism in the UK suNey.. undertaken in AprilNay 2023. We found that 72% of Jews in the UK were pe$simis1ic about the future of demo¢iali¢ govornanc in Israel. compa to 55% of Israèli Jews., a higher proportion ofJew$ In the UKwere pessinisti¢ aboulthe fuluie of democratK gD¥emance in Israg1172QAI than about Israel's 8e¢urity situation158%1. These are wnportant ten¢lN*ark dats lo he assess change over tirne. How the conftlot In lsr••l•ndG8za affeets J•ws Ihe UK•nd whalyou can do •boul 11 (October 20231 Just a dayÉ after the October 7 altacks. we pr&hed a Short paper designed to raise awane$S among journalists, polit18Th$ and employer$ Qf flartrups In Gaza can pact Jewish life eL%ewhere. in an attempt to lry to h8lp minimise the antiupated bad(lash. Dtawing on extskng dats. the paper sh¢)wed how previous flar8-ups w&re consislenlty a$so¢iat&d with an In(xease in arbtBemitism in thè UK, hrwthe O¢tober 7 attack¥ would have felt Pago 5
The Inst5tute for Jewlsh Pollcy Researdh IA Company Umlted by Guaranteel Report of the Trustees For the Year Ended 31 December 2023 very personal lo many British Jew$ due to theii &)s• ernon and social t5 to Ihe country. and how Iheir eomrnon sen5rtivty to extreme criticism gf WOLthJ likely leave Fnany feeling anxious and alienated. Britl$h •ttl¢udes low•rds lJrael ot wrlNovefflber 2023 Five weeks after the Oclober 7 attacks, we pthlished thts short par [rg on data from rècent polling by Ipsos an¢J YouGov, to shed light what peopk in Ihe UK thijught abt the ¢onflKt. wh•r• Ihtir 5yrnpalhs lay, and what Ihey believed the BriSh government should do in r8spornso to Ihe latest events in Israel and Gaza. It challenged much ol Ihe exislmg Jewish corrffiunty narratwe about prtAi¢ atttUde$. ¢kn7K)Tr$trating that sympath5 lor Israel had dimbed dramatIlY in Ihe Iedia aftemialh ol the attaths and had only la 51ighlty $ub$equentty. Whe8$ $ympathi•s forthtr Pa$¢1nS had shtywn the opposite IreTh1. That said. sywnpalhy levels Yor Israel among the youngest age baTrJ 118-24 ye-OkS1 wststentty frwnd lo be very low inde•d. We ar• continuing to monitor Ilwe trerKls over and wil be Presentir upd¥t¢d find1$ in variow ways in 2024. eyoThJ work on devdopments in and atxjut brael. we also continu io woth on UK CenSS data aTrJ undertc¢4L 8Xtenswe analysis ) complete ourw on our Nalth Ji%h Identty &Jryey, whh we publhed and launched February 2024. 1.2 INTERNATIONAL REPORTS GrovndipgJewlshne55." Ilow4tt4ched do Jews fe8lto Isr•ei Eumpe •ndth• eOUntri•s lft wlDl¢h thty 1fv07 (February 20231 Following our la[ge-S¢a slully of European Jeyfish entity in 2021. w88 the fourth and final frllow-up report that took a closer look at the issue ol dual hyatts. k lod that Jews tend to feel sligmly less attached to thè untrie$ in whith they live than tho g•fieral populatw of Ihose countries, bul corsideiably tnore attachwj than olher ethnic and religious minore$. and rather more attatha io Europe than more or less every other group, inCludg the populalion at large. Jews In scme countries tend tD leel rnore attached ts Israel than to the counlries in which Ilw INe Iparticularty the case where the Jeyfvh pDpulatK5 ifKlude hvJh prOt[b$ of recent Jewish imrntqrants, such 8s in Gem7any and Spain). but Ihe merse i¥ the Casè n) ¢ountri•s with more esiablished J8sh populations. The Ileldoff¢ser¢h on¢onl¢mpornryanOs•mltism andJeaTh Wfv.. Wortkng towYts a Eump¢an rns•ar¢h hub IMar¢h 2023} Thi$ feportwas un¥ni$sioned frcm JPR by lh• European Cornmiss to inform its plan l(p establish a major ngw re$ear¢h hub supporling work on ¢teMpOra[Y JeWh lrfe antk%emNksm irb the Europearb unn. The $tudy looked at who is doin9 work in these fields. what qualtfications ho. which institultyJn$ stand behind them and how productrve they are. Our fiThgings and rec¢>mMe[atio are currenlty being used lo inform Iha cr6ation of a major É3milion tender Irom the European CorMits$N)n, whh 1$ part ol the Htsriz¢n ELwope strategic plan lor 2025-27. JPR is now workiThJ to partner vhth ar three other research bods in Europo kn submit ajoint bid for Ihe proied in 2025. J•wi$h mlgratlon today.. What mlghl lime8n forEumpe? lJuty 2023) The $tudy. by our EuropeanJ8wish D•mography Unrt. looked 8t pattems ofJvM8h m318.0 from frfteen European ¢ountrie$. presen"r4 94.6 of Jews living in Europe_ M corrwared data frcrn recenl years to previous pèriods over the last TrIUry, focusing on the 5i9nals that CL¥rent Jewsh msgration levels from Europe send about how Jews are experiencing interpretr.ny lopical i55ues. It showed that no European Jewi8h puLatiOnS show migfal)n level$ at present that might t charaCtlSed as critKal or even particularty concerning. however. the earty signs from Russia and Ukiaine in re$ponse to Ihe war there suggest that silu8tKtin couhy become acute Irb both places if migration leveb in 2922 and early 2023 for$everalye3rs. Palterns Of rn¥ratn are importantto monitor, not lea81 because they cèn reveal signs of extrerr 8tress. whether cauwj by 8nb"5emitksm, conllKI or economic crises. Intorniarrlage of Jews andnon.Jews.' Ihe globalslluotlon •ndlts m•anlng (August 20231 Inlermarriagg haj long been 8 key ¢orKwn ofj1$h l&pthts and p&YMakerSW0rIthwde, wth many claimw that it leads to assimilation, thereby acling as a threat to Ihe eXtse of Jewish o)mmunits"es acfoss the globe. This r•port. published by our European Jow5h DernograFy Unil, InvesligalBd 9lobal Jewsh intprmarriage rates" it analysd th8 drNin9 factots behind it, cornpared the prevalence of inlÈrmarria9e in countries covering tnoo than 95QA of the Jewish Popula0 today, and assessed h(yw svJnifi¢anl a threat inlennarriage is to th• sustainability of Jewsh ccmmunities acros5 Ihe globe by kcatiThJ iThtsrmaNi89e in the ¢onlext of J•wish f•rtility rates and tradition8lism. 1.3. COMMISSIONED STUDES FOR CLIEKrs Un(Jertaking commissioned fyse3rch for Je¥ ChareS and louThJalbs 8j governmentsl and non- goverMieTht41 bodie5 is an Impotpart0lJPR'sW0th. Duriro 2023. our major research dnts*trethe European Page 8
The Instltute for Jewlsh Polky Research IA Company Llmlted by Guarantsel Report of the Trustees For the Year Ended 31 Defember 2023 Commission and Joo<ts MaatsthaFvehjk IJW. the kadirbg Jewish cornunty organisalion in the Nelherland$. In additw)n, we troke important nèw ground trkqlling researth work foi Jamj th• UK Jwvish mèntal health chanty. usin9 research panel to gerrate dala to supwrt Ihe very spwfie research ef a UK Jewish ccfnmunity charity. European Commi89ion IECI.. wnd•rt•klno poky4rilical research wlth dir¢¢t Impact tsn combatlng •ntl86mitl$m a¢ro$$ europ• Working toJelher wlh the glebal research organi%ation. Ipsos. JPR won 8 major f1m miSsion 2023 10 ¢onduct th• first-ever EU.wSe BIlY of attitudes to Jew5 and Israel ng Ihe gengral populations of all 27 EU Membèr States, and several S0P13tns afXOSS the tin•t. study is a centrnl part of the European Union's 2021-2030 strategy on combating anbsemitkm and fostering Jewish life Europe, and JPR won the to conduct the work in a cornpelrtive lendei pro¢es$. The k¥q•ct is exp8ctsd to lake three years. and inVoe$ an exlensive Iileralure slvdy. the creation of a questionnaire deswJved bDth to build on existing re8earth in Ihis are8 gnd to break new ground, fiekhvtyk Th1 27 jtrS mLltiple fangua9es. exten5rwe data analysis, and the produdion ol muttipl• ouwts lo key audnceS uThlerslarKI the fin("ng5 including a full r8POrt, report summar6 and presentatiLWS. WMir¥J the terr 15 dear evKlerice of the $ignffjwt rol# JPR plays rosearch on 0ntl8emiti$m in Europe. the excÈlent reputation we have for hwh oualty rese8h. and hew the wNk we undertake is directly lied to policy at b¢)th the nabonal and European 81$. 01 UrSe. JPR'S Caplty lo tender for, and wln. Ihesetypes ofstudles Isdwnd¢niupon havlngthe approprlale In-IK•use ¢xp¢rti$e•nd¢th05. DotlOT5 who invest in ourcore Inlrastmclure ¢rt•te th• possibRity forthls ty01 work lo be donp by oyrexperts In social research and conlemporaryJ¢wlsh •fflts. Jood$ Maats¢happolijkW•rk IJMWI: pmvldlng es$enlFal dernographlc data tosupport ¢ommuntty plannlng in Europ• JPR'S European Jewish Demography Unit- the onty inleinatK)nal ly)dy undertaking systematic analysis of tha demo9raphy of contemp{Ory Je¥Sh popuL4tions in Europe - $e¢ureO agreerftent to undertake 8 thorough sociodemrxjraph StlY of thè Dutch Jew PDputTr in 2023. The propcL which on oxpertise wo hav8 de101d through $imlar Studie$ undertakèn in recent years in Austria and Bebjwm, 15 the first to be direclty supported finanually by a Evropean J•wksh mmlty." previous ones were funded exclusively by the main supporters of our Oemography Unit the Roths¢hikY FWnda1n HanadN Europe. DLtothtyw Small population syzes and very limited rnsourcès, fow European jew c¢¥m)units have the to finance Ihese types ofstudig8. yét the woik plays a critical role in understandiNJ the basK (krrraphIC contours of Jewi$h population$ pawiieularfy their size, age 5truclure. wthether Ihey are proected lo grlx or dedine over tim8. anfl why. This data. In tuin. can and dces serve as essenlial npuls to conynunity leaders charged wrth makirJ major and often coslty communal ¢Jecis¥)ns, suth a5 wlheTtOeXPand OTcontr8cledu¢alional orekjerty ¢ar¢ sewvices, orwhere lo locate new fa¢ilibes Dr shul down exi51ing ones. JPRIS the oJoryanl$•llon In the worfdundertaklng thh Iype of work for European Jewifyh ¢ommunitle$ wilh genulne academlc credlbility, and the importonce of Itforlhe fulur¢ ofJ¢wl$hlM¢ ¢annotb• und•r$r•d.' the absenceofsuch dats woyldmean thafcommunlty leaders 8nd poll¢ymakers would •ff•¢lfv•ty bo maklry all such declsions wllhoul •¢¢•s$ to uTrtfydat• rellsble demow4phl¢ d•ta Jami.. using JPR'S UK Jewish PopUlaOn Research Pand for $p•eife eharity purpose$ In establishing Ihe wortd s first Jewish population re&ear¢h partl in 2020. we had two Partul8r goals in mind'.111 to conducl nation81 surveys ofthe UKJewish poWlati¢Thmoff8nlly. èfftrctively and fr4uently than ev&r before,. and121 to create a faciltty Ihatwoukl alhjw 1ndNU91 Jwsh d)avIt lo swvey UK Jewish popUlatn on issues ol dI¢t ¢ontems and interest to them. Running credble suNÈys of Jews in the UK lor indeed, anywhere else in the Diaspora) Is extremtrly ¢ompl•x and coslty - rf( requires the acadernr eXte lo create a rewesentatlV8 sample of the Jewish p¢JpulalioD. CrE3bng such a Sanp of Jews in Britain is Ch1091 becaw the Jowish populatif)n is lal very sm1 Iless than half a per cent of the total ry)pulation ol the Country)". Ibl diffi¢uM-tOlld•fin• Ilhe bourKlaries between who 15 alld rs not Jewish are conie$led oTrJ bluryedl. ar Icl hoavity skow•d geographi¢ally lowards LoThJon and its SurrndS. At present. the cost of undertaking an Jcadetnically ¢dible st8ndalone survey ol Jews in the UK 1$ eslimated at •ul £120,0,. creatiw a reseafth panel Ihat can be rnfe ac¢e$$ible lo In(fiwdual ¢harits"es wll mumiple charities lo modules of que5tlDr on i$sutrs of coneewns to Ihem al a fraction of thi$ ¢osl. Yet it has tsken tvne to lSure Ihat the research panel fulty fil for this purpose. In 2023, we succ*ssfully W0ed with Jami to tral a rrKxlule forthem., we went on to devek)p work further in 2024 with lurther Jewish chanties. Jewish ca Mac.. The panel Improwng all the time. although it continue to need InfrastruUtal fuNling the ftsfftseeable future. Thlspmjecf Is a prime ¢xarnple of JPR s vlsion and •mbltlon to ensure J•wlsh ¢lMrili•$ have thfr dat8 they need lo pl•n for the luture, artd Is unquesllon•bly on• ofthemostlmi)ort•Dt infra$trvctvreproJecls happening th Ihe UKJewlsh ¢ommunfty today. Page 7
The Instltute for Jewlsh Pollcy Rese•r¢h
IA Company Llmlted by Guarantttl
Report ol the Trustees
For the Year Ended 31 December 2023
1A. RESEARCH REPORTS ANO INITIATIVES IN DEVELOPMENT DURING 2023
The process of prepariffj each pt takes lima, and work began In 2023 a nurniyr of other publications Ihat
we expect to pyWi$h in 2024. These IDdud•d Ihe National Jewish Itsenbty SuTvey - the first m8joI study of the
Jenlities of BriU$h Jews for a decade - ar the ffirsiver nalK¥rwKle study ol hareth lsincty orthodox)
population ofthe UK using our UK Jewtsh P(wL3tiDn Researth Pan.
The UK Jewlsh Populatlon R¢$¢ar¢h P•MI: making dats morn •ccossibl8. rolovant and
affordable
Building a Sample of any minorty pcpuknb)n Ihat k8 small. drfficult to defi and geographi¢alty skewed is
scientrfically tomplKated And finarKiaNy cosfty. JPR has ky)g been approached by indNidual Jewish charities wilh
requests for inforniatic thal WOU re¢wire a full nalKnal Survey of the Jewish population 10 9ather. bul the time
and costs associat havè typicalty prLYnpt8d Ihem lo aban¢S)n thr plans. Our UK Jewi$h POP81 Research
Panel Is designed to 3ddre55 Ihis. The Panel i8 a uryqL msourca in tho J8Wi8h work
it eartsists of a
tgchTrologirally sophtsticated research iTh5trumenlarkl a continualy ¢Jevek¥)ing database ol currendy 12,CX)D British
Jews that anow5 US tv fEJd bolh our rN4n surveys of populath¢n. io run 5hvrt modules of questions for
individual ¢hafitie$. We started to pik•t such A module with Jami in 2023. and urKlerlook similar woth for Jewish
Care and Maabl in 2024, More generly. we used the research panel in 2023 to run a national survey aboul
Jewish people's peK¢pb'on8 aThJ experien$ of 5nt1serrwt, have used rfc subsequtrntly to run the Har1
survey Idelailed below) and our Jewish Current Affairs Survey, ex8mining Jewish life in th• aft•math of th• 7
Ociobor 2023 attacks in Israel and subsequent war in Goza. Looking ahead. we a working to secur• si9nifi¢4nt
inv•slm•nt in the panel infrastrLKture to enhanee tIE 51rength and flexsility ol thB unique tool for the UK Jewsh
¢ommunity. IlJ8wish organisations are lo be •bl¢ loplan fftI•IY lor the future. Ihey need rellable data.
JPR'S Re$earch Pano1 15 an entirety vnlque and vlslon•ry Initlatfve in th• JOh wortd. and ts deslgTredfo
ensure that allJowish charities have Ihe dats Ih¢yneed to understand Iheirmembers andplèn effetfvely
for thelr lutur¢. Donors Inv¢stin9 An it are supportlng one of mostift4)ortanl intrastructuro project5 in
the Brltl$h Jewlsh ¢ommunlty, and helping to bulld a mort thouyhttul and strategic culture among
communlty had•rn.
The National JavAsh Idenlty Surnèy INJ1- providing e8sen¢lal dats to $upport r•fl•etron. ¢r•ativity and
planning
JPR'$ 2022 Nalional Jewish Identty Survey is the most thorwh and ctrrpreh•n5ive 8s8essmenl OF how Brith8h
JE expre5S theirJewish identi'es today. Tr firstsu¢h st for4knost 8 dBC8de, fccontains key dats on multiple
1s5ue5 induding Synagogue m?mbership aTrJ participats"w. ¢jen1nat5Thal switching, community engagement,
re&gio$ity. beliel its Gcé. festNal Shabbat cbservane. atlathmevts to Israel and Britain. Jewish cultural
¢on$uwtion tharilabb giving. Th&58 are all issues Ihal maller deq)ty to cotntnunty leaders and praclitioners
the dat) from this survey provide empiiical a55essments of how Jews 0cha1n9 ovartime and aro being used
to help communty prayers and membswork rnore thoughlfulty and $traIegwI to kqan SeTWC•S they ne•d to
PWOVkle going forwa. The survey has also been careluty 51rU¢ted lo allow iThdivKlual lea¢Jers or organisafy.ons
to commission in-depth studies about issues of dirtct cOnn to them. JPR'S Natlonal j¢-$ Idenlity Survey
provides an es$entl81 referetrJ¢e loi •ll J•wlsh communlty leaders 8ftd pr&ctstitsners to understand th•
populalions they $e¢k to sefrv¢. No other org•nl$atitin th the UK does Ihls type olwoffk and the dat0 Irom
the 5uNey wlll be refer6nc8d and uum4 In ¢ountl•$s $¢•n and unseen ways in Jewlsh ¢ommunal work
overth• coming years.
Tho H4r•di Survey - breaking new ground In 8ts(fying om ol th• mo*t poorly underntood part8 of the
Jewish population
The Haredi lstrKlly orthodox) o)mmunty now cory>e$ 4)tyJt 25% 01 all J•ws in th8 UK, due to its rapid
growth rate, 1$ projected to leach about a third of the whole by 20dO. Re&9iousty ¢on5ervalNe and cauliou5 about
inleraction wlh widei $oaety lit is th• J•wk%h group most likety to expene1 anti5eTnlisml. rt exists largely
independentty from the Main$larn ¢
The Institute for Jewish Policy Research IA Company Llmited by Guaranteel Report of the Trustee5 For the Year Ended 31 December 2023 European Jewlsh R•8earch Archlve IEJRAI- maxknlslng act¥ to am rèsearch condu¢tsd abo J•wi8h life in Europe Work progressed on JPR'S European Jewish Reseorth Ar¢hN• IEJRAI. a pthliety avalabl8 Cline archive for research puNIC8.0ns OTh conlernporary European commutMtEs. e$laNFshed In 2014, the archwe indudes social r•$oarch ieports condLKtod about European jriSh commuAil$ $irfe 1990_ A5 of 31 December2023, the arthivo ¢onlainéd 4.833 items in 31 Lgnguages coveriw S9 countries". arTrd broke the S.0 barrier In 2024. fhg Archive is designed to ensur• that all research on contemporary J•wlsh issu•s- whelher undertaken by JPR orbyartyotherinstiluee orindividual- isprornol8dandm8d¢ •voll•ble to Je¥sh eommuftltyl•ad•rs, praetititsners, governrn¢nt offi¢ial$N joumalists, iesearchers and students. In thls way. w• am wothltw to enh•n¢e thlnkiny, undersl•nalng mff•¢¢knn 4bout Jetsh Ilf4 •nd Iwlldhw th• ff•ld ol ¢ont¢mponry Jewl$h rn8•ar¢h. F•llowshlps and Snt•m$hlps- ¢r••tkng lh• n•xt 98MMtion of reseaOr8 ¥Mth th8 SiVPOrt of the Rothschikl Foundation Hanadrv Euro, we L3ched our new Student F811owship prcgramme In academic year 2022r23. prowdirKJ two QSealdr5 wrth 40 days of woth experienc8 wV(hin JPR, learning research skds through liaining (Mi reakhfe expe[e, and ¢onlllbuting io our research prograrnmè. Both had an extremely positive experience.. one has $thequentty gor on to woth lor th• Board of D8pths of 8riiish Jews and the other, afterdeveloping a new melhoddpgy f¢xthe Study of the fi¢1 rnsources cf Jewk8h charitsas, has oone back to pursue more advancd acadern qUalifationS. In IditTr. we successfully provided short internship opportuniti•$ lor three stud•nt5 from th8 UnNersity College London and the UThiversities of oxford and Bristol, each fundod by those universili•s. JPR Is cofflmitted to developtrng young rt$e•rrhers alpvAdIng (hem wlth opportunltses ¢0 b¢partofthe JPR tearn and studyaspects olcontempotrary Jewl$h Ilffe. We Ore fho onty oryénlststin In the LIK fo¢u$trd•n thA5 •gend4 whichpromises to soTh0 the ¢ommunlly v8ry w•ll In Iho der•des lo come. 2. PREsEFAT1oNS, OOWNLOADS AND AcTn USE OF JPR RESEARCH DATA AND FINDINGS In 2023. JPR pr8senied its Wo directty to an estmated 2,SIX) 0p. al over 30 evenls in thvteen cibe5 aund th• wortl. Among the vari8d events arKI presentatiorns were the fdlowing. Date lient 8nu8ry Bekdian kni8h communths nted fiThthng5 fworn the SOCeMograph1C tudy of Jews in Belgium at separat& events in russels and Aniw ntatn on the lattst data about antisemitism Derby8hire Board of Eyut bal Haredi Research Group mpact of Covi&19 on Jewish lif8 sentatM)n on haredi popthlion grtr•th to new ntemation81 academic resear¢h group wothng on S5ues related to haredi tommun resentatn at e¥enl hehj at looking at the ssible implications of the Israeli judicial revw Jehwshlnon-Jvwp&h relabDns in the UK aior presentation to UK Jewish communty eaders on the state of the UK Jw$h coNmunity in February arth LCIBtsard ol t*puli05 Hou$• of Lords 023 EurOaft Conwnk%5•)n ented the findings from th? mapping wotk we nthrtook lor the European Commission at major rblerencè hosted the EC in Bw$sel$ oke at the 5 SuTTHnrt of European knish Jers in Berlin, a major Conferente with ovei 00 artic nls from acro$$ Ihe u)ntinenl. re$eniatK)n at a ¢onFerènco in Vnna whère we hared and discu$$e(l filIng$ from thè JPR report n intermairia $cuss¥ig Jtswish demography and popuL8lion r•nds in tho har&di ctypmuni European Counul ofJewsh ornmunitws and JDC Rabbinical Centre of Europe e Ortknnorr¥cs p1¢8$1 Pag8 9
The Instbtute for Jewlsh Poll¢y Researth IA Cornpany Llmlted by Guarantee) Report of the Trustees For the Year Ended 31 De¢ember 2023 st Lond Syn&J¢Jue ke on antisemitism aNI anti-lsraèli5rn al West ndon Synagogue. as part of Ihe synagoguÈ's dull edwalion ramme iesented findin9s fr(n JPR par on teMrriage at a ¢onferen¢e orgaThised by Ihe uro 88n Jewish Association in Porto eSentath to JPPllJpru$alem and Israeli MiTrvstry For8 n Affai 1$ antk4emib5m increasi esented trJ a group of EUpean Jewi8h ucators who were part of the Para(fi ramme resented rewt dats to surnrnrt herd in ar85. urcpean Jewtsh A88wation Jthvtsh Péop PolKy Insknrte Jppi Paid8ia- the Eurcpean Itirte for ew5h slud in Sweden ne nterp8rllnlary Task FoTce to mbat Online AThtisemitim European &ial Researth ssociation uly resented a Confen¢t p¥er al Ihe 10 nf8ience of Ihe Ewopeèn Social Research ssociation In Milan. Ital edure on antisemitism and anti-ZJnism lo ummer SchoDI Itic re to Derbyshirè County Council on Contem ora anfr"SemStn in Gre81 Britain. ared $ome of OUT &test 50C40demr•)h1c earch aboLrt Jews in the UK and more pectfic4ly, Jews in Brighlgn. to trusle8S and staff rt of an intemal strate larnnin seminar resented our research WDtk on antisemitism a5 rt of a doctoral saminar organi$0d by Dr thae Horowitt reSentat)n to annual COnfence on Israeli eh demography e¢ture on s0uodemraphi¢ ar1n$ of conflitl ten Jews and Arabs in the Middle East iveted a presentation on key tionds in Ihe UK Wish corrfflunity to a group of European J•wish unity leaders visiting London for a four-day ead8rshi devel nt $erninar. poke abvJt the fubjre of the UK Jewr&h mmuni as art ol an adult edutAtion sèrres poke at the org8Thisation's annual Conference lor arKI ChrKslwn dergy, presenlin9'Wiat data m the Census of England and Wales tell us boulthe future of re ion in the coun ke aboul Ihè fLrturè of Jewish life in the UK at synwue's L•arning Centre in a session nt.En¥k$lonl in 204V tesenlatK)n of d3t• r•laliro to our wark ndertaken on behalf of the Manchester Jewish un olf Institute. Camtxe rbyshire County Countil loom Folmdati lober ollabowalive lorwied stud in ew15h Educations ICASJEI al eDr e Washi ton Ur#vers uropean AsSOaon of bra tudie5 rhe Prolessors, IYouTubel November Liberal Jewish Syn303ue, London ouncil ol Chiistkns and Jews fosters United Syrwjogue December Irrynwj 3.COMMUNICATIONS After launching the and inproved JPR website in aulurnn 2022. o¢Jr fo¢w in 2023 was on startirKJ to maximise its pot•ntial- prOduCg regular new material in multi&4e rW fOts Ishort reports. op. eds., animated videos, event bfoa(Jcasts, wdeasts, etc.). supporting staff tpam lo cmte and write svch malejial, enhancing our 50ckal media profde, and fvndamentally, working Its dwe more trafft to Ihe site. CollectNety, we incl?a ¢ur research ouwuls by over 25% fr(xn 2022 k) 2023. as part ol ovr broader mmuni¢ation$ plan to ensure thal our data and insKJhts ¢oukl be more regularty. ¢reativ•ty and actively $har•d th comnunily #derS, prxtilioners, govemment offtials. joumak.sts and academics. P&J• 10
The Institute tor Jewlsh Poliry Researth IA Company Llmited by Guarantee) Report of the Trustees For the Year Ended 31 December 2023 Mor8 specificaly, Ihe b$It0 launch was ac¢Dnyanied by a m4or carnpaign on social rnedia usiThJ our newty $iablished pages on Faceboth a1 Instsgram. invthrn9 a sb3nifi¢ant UP9rade in Ihe prof$lana1isrn of our creativo and do&on work indudin9 newty produ¢•d abolrt JPR'S Wts. AS 8 ¥•&n th• nCh of the Sit in October 2022 and the end of 2023. saw.. Over 160.(X)O vBitors to our 4it0' Ovei 260.CX)O pages wewed., Nearly 9.000 li downloads.. Nealty 3.$ million Thpresson5 on Goo search" O¥er 120.(XKI dcks frn Googlg sear¢h resuts. As part of Ihe 2022 Natlonal Jewish Identity Survey, w• des3ned and 8xecut8d a digrtal marketing carryaign to attract ojrrent and new panelmernbe¥s to crypte the survey, reSung ovew 4.71)O participants, ofwhom 1.300 registered durin9 the campaign. These indiwduaLs are part of OLK broader Carnpan to develep our research panel, $0 oul work in 2023 was focused on C[lInU1j lo eTvJagE them in ryjr work, and retaining them to participate in fulurt surveys. Thi$ prrity was also a key Iwu$ of our Antk¢mrti$m in tho UK Suryoy in Apriway 2023. for which we lèsigne and executed a digitsl martebng to attra¢t current and ne panel membèrs lo cornpll• th surv•y. As oftt)e enil of 2023. the panel hwj some 9.OW Bn$h Jewish •Julls signed up. In pffjpalh)n for the launch of the National Je¥Mh hlenlity SuNey, we established a fruit1 wtnership with J London's j$h communty centre- to run our new podcast serle8. Jews Do Count. Produc&1 by Earshot Strategies and worTh)ied in collaboralion with the je15 News. the pjr was conceived pL3llned in 2023. bef¢re being launched on all mw plalfonn5 in early 2024. During the Seven wmeks Ihe first Seri ran, it featured as the lop British Jewish podcast reaching over S,)0 subscribe. Towards thtr tsf 2022, w• vnveled the firnl res18 the 2021 UK G•nsus. wo¥iding $om8 ol the mo$t fundarfienlal demographic d3ta $bt Jows in the UK. From ¥ c(xnmLmiCatiws p&rspectN$, pariof the goal was lo help positK)n JPR'S port as the numter one G¢o9le 1t for sear¢hirg"Jews In the UK.. In 223, the rgport, page wa$ th8 most pa9e on ourwebsite in 2tr23, with over 20.orA) vMvs. MO gerally. all JPR reports ar¢d events We accompaThed by 8 press rease sent to the relevanl oullets. JPFi'$ wk wa& directly fgalured in over 1Crf) times in major ne¥rJ outlels in 2023 and referenced dose to 1.000 me$ on other website$. In Jdition to our reports and papéts. V• gart kn produco far rnortr articl8J btsut our rtsgarch firtdino$ Ihan in previDUS years, mDStcomrnonly for the je$h press. to ma%irri$eaccessto ourworf( in a mLYe digestl>le fomiat. Analysis olourwebsile IlwonstralÈs that Ihese short'intyjhts. afft the rrKJSt popular lonnal atnong our users. Our small teaTh generated Iwenty such artic over the tourse of 2023. on a range ol lopits in¢lLKling the impact of Ihe war in ukrai on iPrtrainian Jews. how dernograph charw in Isrl arÈ aflecting its politics. patterns of Jewish migration and why more Israelis are yoiected to move tothe UK howthe COV1[19 pandenN¢ affected Jewish lrfe. These arts"de$ help rai$g aWar5S about JPR and its rk and promote Ihe of dato in understanding communtty trend8 and issugs. PERFORMANCE JPR had a suctessful 2023. won Ihe largest mtsst extertsNe comFetiiNe r88eafth tender we hav• •v•r $ecured. partnering with Ipsos lo underlake a major rEw É1 million survey of public altibjdes to Jews in all 27 EU MeMr Slates for the European Commission. We published a gr0ujbreakin9 map and assessment of the fld$ of ¢ontempoiary Jewish stUdS and aThlisernitisrn to 5UPPOrt the European CorTvnis5ion's plan5 toeslablish an EU- wide research hub for these topics, a majoi É3 Ml?n prqecl which we will to téer for in 2025. We made significant progress w.rth our UK Jewsh Popula0 research panel. enhancing our capacity to run survoys ¢)f Ihe UK Jewish population that ènable us to rrw1rn rt$ vJue to communty or9ani$ation$ in th¥ futurt. anij attract new sources of fundin9. We Produ a rec nLThLr ol outy)uts. ¢overin9 a wth rarKJe of Issues Irom migrats'C. inlemarriage and contemporwy Jewish idenlrty tr) rn4or coTrtempoRry cha9e5 a5s0L?aled wth the October 7 ottack5 on Israel. the war in Gaza and ansemls in Briiain. We establL5hed our new studenl fellows and in18rnship progiarNnes, cr•atiNJ dynami¢ opplUnleS for researchers to gau) professional skils and exp8rienc8, and working to sow the seeds ol feseard) expe)tse for Jewish ccmmunrties in the future. After launchin9 our new and irnpToved organisalional $rte al end 012022. we made $vJnifi¢8nt Pro9$$ on our comfflunications work, stepping up efforts on socia media. twradirKJ our e-newslelter to reach more of our largel audienTr5, Pr¢ang wrKre db3ests.kn antl newsworthy and sharing them in new 8T ¢feative ways through Online ovènts, $hort wdeos. podcasts arKI nteracli¥e materials. estabkshed a rw inlern programme tc h81p cullivate young researthers forlhe Jewsh tt4rmtJnity whilst ako adding lo our capauty and oulputs. Page11
The Irthtitute for Jewlsh Poliry Researth IA Company Limited by Guaranleel Rèport of thè Trusiees For the Year Ended 31 Dethmber 2023 JPR'S services sre mcffje in demand than ever. As we have enhanced our commurlaarts wojk, we are being approac by increasing nLvnbeTS of Drgar4sations reque$lirKJ watch support, 8nd our greatest ¢hallenge is that we sunpty do not have suffioent capacity Ig do everything we are asked. As we WO to enhn¢¢ and SI¢ our l•am, w• will activety 5e•k out supporters to help us to addTrss this challenge.. our $kHI$ ond experttse r• ¢l•arfy v4lu•d andne•ded by leaders andpoli¢yrnakws worlring wlthln •nd b¢yond the je$h ¢ommunlty. butw• h•v• to ways to ¢ontinue Its lald th• rnS•ah thfr8stru¢turn requlred to meel dwnatsd. FINANCIAL REVIEW FOR THE YEAR T1 results for the year are shown in the Ststwnent ol Finawl AebvitN8s on Pa 20. JPR'$ in¢ome ¢ontWlUè5 10 com frtm four main sour¢es.' 9ronts from foundatn5', ccmmis$ioned woth and donations. and tm MCA Endownont. In 2023, JPR securÈd a lotsl of E201.242 in unTestricled donalToThs I22 - £153.5241. In addihon, unrestrictsd income for researth proie¢ls report5 totalled £649,06612022- £699.4401. 2023 uns"Cted income indud8d the second yearof a major investsrntof £61X).I)C4) fram Ihè Rothchild Fcndatsn to be distri>uted ovew four yea, £105,000 from the Pears Foundalion anl £75.000 frLYTh the Maurice Wohl charitab FOunda1n, as well a5 an increaspd donation of £S0.(KIO from Da¥wJ and Ruth L•wis Fwnty Charitable Trust. We allY value Ihe con1inlll support of ihese fOundatic$. We also very 9ralelul for the sizabl& and repeated donab.ons fftyn Ihe Chades Woltson Charitable Twust. and the Uknm. Haskel Famity, Kirsch and Morris Leigh FoundalioTrs. Also, a on• off legaty donatiorb from the MaurKe Frean Researth Twst W85 very much appated. Income from ¢{mIsSIol work brought in £229,194 in 21r2312022- t240.9461. The financial wospects for JPR in 2024 arE PlS1j. tK45tered by continued ¢ontributiorts frorn Ihe Rothschlld Foundation. our $teadfa$t mz4or d¢nots, arKI lh8 antwated revenue from IW EuTopean Commission lendew secured in mid-2023. We anticipate Ihalthe tXPan5ion OIJPR'S research programN and the strenglhenI of ouw communication capabilit$ Snifint iwea56 both the vtstiility ol tt)e Inslrtute's initiative$ ènd thè financfjal ¢ontributions toward8 them. This strategi¢ enhancwnevt i desvJned to evate Ihe Instilule's profil• and attract additional r•sources to supwi its misS?n. The value of JPR'S endowEnt fwd was £2,734.248 at the end of2023. Thk% marks an increase frthr 1he stsrt of the yéar of 2.8%1£2.665,5301. inccffje attained from the fund'$ investrn•nt was £103,991. 11 1$ prudent to aLnowladgo that Sevoral ol th8 Charity's M1year 9rnnts are apprDachirvJ their renwal phase in 2024. The Institute rèmains optimistK ab¢ul retar4ng the majority. if r¢ all. of tIse granls. whalh8r they continuè on a mulli-year tem) Qr tranSitn to an annual ¢yde. NLIheSs, there aayS exists a rtsk of non-wnèwal- that is thè nature ofcharitatk worf(. The Charity 1$ ¢Yedicate¢J to maintainiTrJ transparent communtation with ils donors regaiding ongoing work and prospectivè ¢teS, en5unrwJ ttwtthey arewell krn and uryrstood by all donors. The In5titule's fvndraisiThJ ellorts in 2023 were Chalwed by thè absence of a funthaiser. H(w4èver. the commitment tc donor reterlion wa5 urwa¥eriThJ. majorty ol oxisD"ng dtsntsrs conlirAJed their support. Atthough the pursuit of new lunding avenues was limikd. Iksear¢hftKa pewmanent qualth'ed fundraiser ntinUed throughout thè yèar and inio 2024 unabaled, and was ahled by the appointtnent of a fvndraising ¢onsuhant on three.month. part.timè basis in •arfy 2024. As of the date cd this rep(irt. the serceS of a new and expgriencèd fvndraiser havfr b&en IoLwd ¥r¥J tho tsTrYate willioin the team Seplember 2024. RESERVES POLICY JPR'S reserves policy is lo seek to hfjkl three to six months of expendiiure on overhels. This would amount to beiween £252.406 aNI £504,812. As 0131 De¢ember 2023, Ihet8 were urbre8trled funds of t357,762, whKh is in lin? with the laryet range as sel out abov•. Ottlw fijnds £3,320 were as Inlanglb fixed assets, £80.112 as tangibb fixed a$sels and £69,646 a$ frxed asset inveslrnents kang fvee feswves of £204.684. JPR has adopted this prAicy to cover the rBkofany unlweseen Èr[wèn, as unexpected IT ¢osls or day- ttrd8y operational co$t$. such as enWoYY tporary stsff to Cover 5id¢ness absence duriry major projects. The poIKy is designed to ded with flucauatK)ns in such a$ Late P8yrrrts for commissioned work ow large grants ing delayed or not renewed. Th8 rre5 wil &n$uw any expenditure covered Drn preparatory work on proJ•cts. a5 well as any necessary organi8ational devek¥KM)t C051s not covered by income. Thè policy ol hekling three io six months, reserves wril enab JPR to dtvdop new sourcs of finan( or cut bad( on expenditure should 8Th emeryency ari8e. In Ihe meantiN. such a prudènt poIY pro¥id&s a stable base for JPR'5 research and the dSeMinall0n oftr resultsto a$SJeish mMu¥tS in iheUK and continental Europe. Pag8 12
The Instltute for Jewlsh Policy Research
IA Company Limited by Guaranteel
Report of the Trustees
For the Year Ended 31 December 2023
PERMANENT ENDOWMENT INVESTED IN TOTAL RETURN BASIS
The MCA EndonI Fund is a Separate fund lor the purpose of prCMnotit and assisliig Ihe preparation and
prorsuction ef re5eaich iThtc lh¢ stale of Ihe ¢ontemp¢rary Jewish communils in the UK élsewhr• in Europe.
tog8th8r with the promotion of oth8¥ Charitab ains. (ye¢ts and activths of the Chèrity as shall be condu¢we lo
the impbgrnèntation of the saij puiposes. Further details Ihe hjrnl di$do$ed in nate 20 to the finanu81
ststem•nt$.
DufiTry 2023. the fund invested in a discretrcfiary agreerrEntvrilh abdm Ifomrfy Aberdeen Standard C¥sita4
with the airn of maxirnising l0ry4etm return whtst wo¥bJirvJ a good Ve1 of income as agreed wrth the Board.
The 8oard has adc)i•d an •lhical policy for lh• inv•strMnt of th•sèftm(k. Th0, not lo iThvesl in any (xsmp8nie8
invdved in Ihe manufaetur• and ¢Wrd)ution of ioba¢£ts wd orany compan$ thatboycott IsraeL
R15K ASSESSMENT
Risk management is reviewèd re9uk8ty by slaff w)d a RL Re9Fsler 15 sthnwtted to the Board for approval on aTh
annual basis. The D1ctOrS have lentifd the main tsks lo whith charitable COTTyany is expDsed and have
taken steps to mitigate them.
LOONG AHEAD
JPR will be I(u$1n9 on a WKl• rnnge of propcts in 2024. intdIr1."
A major new $bJdy ol attiknl•s towawds Jov# all 27 EU M¢mber Ststs8, ¢<yndu¢t•d undor the
•u$pl¢?$ of th• European Comml•sion. The JPR team will bè workiry with tho inlernational r•s•aKh
a9en¢y. Ip$o$. and leading a muttinational gro of sp8¢4#st5 in antisernitisrn and social researth to
¢ondud the fitsl ever Eu-wide $tudy of ontiemrti¢ atlilLt$. The Study. which slands at the he8rt of th•
European CommissKTrn'8 ten-year strate9Y to antisemdffl acr055 Europe. 15 being desvjned to
break rW gro in rasrij aTrJ understanding anti-Jewi%h attrtudes and wl1 have a direct on
EU polKy going loard.
Launchlng the Ilndlng8 from the N•tlonl Jewfish Identty Suv¥eyp th• m1 thorough sfvdy of
British Jewlsh Ilfe for a decade. The key fiThdirrfJs report ftom this landmork survey were publtshed in
FebrIry 2024 alongsth a brand-newpC4ScastserS, J8ws Do Cwnl. produced in partnership with JWJ
ILondon's Jewish communty centrel. The data fre the survey will be used in Multip ways tOUghoUt
2024, induding presentations of key fiThJiros lo ccffimunity aders. Folicymaker8. profe$$ionals and
donors, short follow-up reports on top1 k%$u¢s. aThJ cornmissioned studies for ¢li¢nt¥ eager to
ndersland tN• dats ui MO detail.
Runnlng the firal•v•rn0l surv•y olth• UK HJr•di Istricty Orthodox) populatlgn. to 9onerate
$•nli•l dala about thls rapodly gmwing partof thè Brili¥h Jewish c
Thè Instltute for Jewlsh Pollry Research IA Campany Llmlted by Guarantee) Report of the Trustees For the Year Ended 31 December 2023 mo generalty. we wll be.. worktng to ens a smooth hando¥•Y olthe ¢h•imwnship of JPR, in pweparation forwhen Davld Ereita officially takes over Irom SteplEn Moss as Chair in January 2025." Integrabng new truslees into Ihe organi8atK>n. ind9 running a strategic VIeW particuLgrty in ght of the October 7 attacks in Israel a1 how they may iw¢t JPR'S wvtk,. recruiting a new fundraiser and upgradiry our fundraltsln9 8IAtgy and approach," producin9 more newsworthy report$ 8j in$yhts lo help •nhan¢ tho publ1¢ profil• of the organisation, and developiThJ methods ol sharirvJ them.. working to upgrade the quality and depth ol rtt•arch on antls•mlUsm in the UK. i) ordw lo better uThYersland publi¢ bolh within the Je¥M$h ¢oNmunity and align UK international asso$$m•nlS. STRUCTURE. GOVERNANCE AND MANAGEMENT The Inslitute for Jewish Policy Re5eavch IJPRI Is a registered Charitab c(Anpany and a company linited by guarantee. JPR is govemed by its ol Association aj by the re98t1$ of the ChgThty Ctynmis$ion and company law. JPR'$ governance Structu ¢on$i$l$ of Boaril ollir•d¢rn and a w01ng group of Honorary Offic8rs (Chairand Trea8urerl, who oveee management mattern. Mwnbfrrs of Ihe Board arè nonxecutN8 Diiedojs and Tru$t••s ol Ihe charilable ¢ompany They determine Ihe o¥eTall direction ol JPR. provpje leadership and fulfil their fKJuciary responsibilits. Trustees are appointed lor reappoirrted. asthe case may bel for a three-yearterm offoffice the re¢ommendation of the Chaim8n and require approval ty the Bo8. Under usual clM$18n¢e$. Trwlee$ serv• a maximum of three consecuVe terms of offKe. An Thndment was added to Ihe Artdes of A$so¢ialp)n 2017. allowing f¢r tr)e possibility of furthtw extèn5i¢)ns In Spec c4rcurnstsncè& This endment was passed by acsopt.ng a Speaal Resolution at lh• G•n•ral Meoling of Ihe Cornpany on Octel>•r 23rd, 2017. It was determined that any further additional lerm or téms lof any swh length as $ d¢termn&d Lry thg TnLSteesl, would need to be approved at meeting ol the Twstees. The Trustees must appoint a Chairman from amig theAr number. An amendment was added to thè Art¢le$ of Association in 2021 to allryw the chrn78n to seNe for ltrwee thieewear terms, instead of twtr, and Ihi5 may be extended by a $trrfJle year as an nerncY me8$ure. The Chaimian may only hold offi¢ for $uch Iwno a$ he or she is a Trustee. On acceptance to th8 Board. the Trustèe5 receive the JPR GoVernae Handboc&. which oullirs JPR. gtsvemance structur8 and the respMsibiSts of Board merthts. and up-to4ate documentatien on the Inslitute's aTns progTamrnES. Al all limes the must be a PSIden1 ol the Charity. who * apptynted by thtr Trusteos. Tho PresTd?nt rnay al$0 be Tru$lee of the Chanty il apInIed as $LKh by the Trustees. The pres$ hold$ officè for a thre&year t•m and may b reappointed by th? Trlryteos for any number of fr threÈvyeartsmis as the Tfust••S S•8 fit. The Board appoint8 the Executive Director, who reports to the Board on Ihe substanltsve arèa$ of the Inslitute. management. The Board can appoint a Cowy Secreiary o¥ersees the worf( matlers of rorTwliance wlh company and charitable company law. lday-ldaY maliers aredekgatedlo the stalf. all lb$ntIve deci&ions are referred lo the Board for 4)proval. Tht Board also appoints a Finance Commrttsè which meets regularty duriThJ the year to oversee the annual audit, Invtstment strategy and chargethout rnlo for coMmi%srts and lo carry out an anNJal finanaal review.. a Fundraising Committ0• which $•ts oul and Supports the fundraiwr¥J $irawy and rnor¥tors its progr8ss during the ye3f. and a Nomination$ CNnrnrttee to t)versee $uccessK)n piannHw f(* the JPR Board and Corrwnitlees. ln additim. the Ch8imian and the Treasurew both $ts115alaiies each year and mu51 approve any changes. The Members ol Ihe Board of Dire¢tors who seThthY duriftg 2023 are." hen Mo$$ CBE Michael Ka OBE Elabeth Crossick Lord Lei h of HuAe Richard Goldstein Miles WetA)er Chaimian reasurer ointed 07109r2010 oinled on 2110112015 and tem)inated on 2510112024 oinled on 291C612015 and terminated on 2810612024 ointed 291C612015 oinled 0510312020 inted on 1710412020 aThJ tem)iThaknl on 28106r2024 Preshlerrt Page 14
Thè Instltute for Jèwlsh Pollcy Researth
IA Company Llrnlted by Guaranteel
Report of the Trustees
For the Year Ended 31 December 2023
William 8e
Hilda Worth
Jonathan Ha5kel CBE
Mark 8•m)an
Denise Jose
Felicia E tein
Dr David Ereir
Efrat So he(
amin
inted 17104r202Q
inled m7r2029 aThJ lem)inat•d on 20102r2023
oinled 2811or2019
oinied 1010712023
oinléd 10107r2023
inled 24104r2023
inied 24104r2023
inted 26ffJ1r2024
Hilda Worth relired fram the Board In the e8rty part of the year to other commrtments, and we tharl( her for the
many contribukneThs she made to JPR'S woth. Four new appointst9 weve during the coursè of 2023. in the
knowledge that several trustees were approachiry Ihe end of their Ihird term$. and a frfth. Efrat Soph•r, ioird in
January 2024. These new appointrnents included Davkl Er¢ira. who was appo¥)d wi.ChairMan in •arly 2024
8nd will be replacing St8phen Moss as Ch8wman frcm 1 January 2025. and Denise Joseph. wFio mplaced Mike
Karp a5 Trea5UWtr in èarly 2024.
JPR alsts has thre• Honorary Preshlenls. who holj 3 nra1 over5t role as required.. Lord Hask81, Harold
P8isner and SirTrevw Chinn.
The key management pernonnel ¢
Thg InSUte torjewlsh Poll¢y Reseayth IA Company Llmltèd by Gwrantee) Report of the Trustees For thè Yèar Ended 31 DKembw I23 Thè trust•85 are resKM)nsiUe lortlE arnl Mlegty of #Nd fLnanco1 inforrnation induded on Ihg ¢h8rTiablo etynpwy5 web5rt& the Uknl K[d¢ffl gmYA the prtyat8tion and L8$eminatlM offMa1 siaiemnts may diffprfrcffl In oth&T jwthCIh The 1ruste, report wa5 awrov8d by the clTwuBtee6. 8tep Chalmian Pwje 18
The Institute for Jewlsh Pollty Research IA Company Limited by Guaranteel Independent Audltorfs Report to the Tntstees For the Year Ended al December 2023 IndeppndeDt auditoe$ report to tho Truste¢s of Th• In8tiEut• for Jewish Poll¢y R•uar¢h Opinlon We have audit the finanoal $talement$ olThe In$thJleforJewsh Rese8r¢h {Yhe charitsbb ¢wpany'l for the year ended 31 December 2023 which comprise the statement of finaneial 3ctiv1l, the balaThce sheet, th8 ststement of cash fbws and note$ tg finw¢ial $tatoments. ild1j signrficaTht accounting poliues. The financial reporting fr8meWO that hos beell apled in Iheir weparatiw 15 applKable law aThJ Unitsd Kingdcffl Accounting Standards ccmpri8irvJ Charits'e5 SORP - FRS 102 The Financial Reporting Standard 102.. The Finanaal StsTrJard apF4cable in the UK and Republc of Ireland (Unibl lfjngdcrtb Generally Aec8pi8d A¢countiny Practicel. In our0plnw, tl fitwcial slaternent5- gNe 8 Irue and lair VIÈW of slate of the tharrtable affars 85 al 31 Decembgr 2023 and ol its income and expen(titure forthè year then en[.. have been properfy prepaw in acur¢ance wtth Unrted Kirwdom Gewrally Accepied Ac¢ounbThJ Practice, and have been Prepar in acc(Kdat wilh the r¢¥4uiremenl$ of Ihe Charl$ Act 2011. Ba81s for oplnlon W• conduettrd sr auér( in ac0)rdae with IntèroatKaI Standards on IUKI IISA5 IUKII and applicable law. Our wsponsibilitie$ under those stsrHlaTds are further descthd in the Auditorfs responsibilities lorthe audil ol Ihe financial statements seL"on of our repotl We are inendent olthe chaiitabl& company in accordance with the thal requiremenls thal are levant10 our aLKIrt ofthe finarKwl siatemenls lh8 UK. indlIng the FRC'S Ethical Standard. and we have Iri1 ouri)Ihef respDrtsibilifrèS accord8nee with Ihe$e requirements. We believe that the audit ewdence we have rt?twned is sufv•nt apprtpriate lo provide basis for our owion. ¢on¢lusl¢)ns r•kting to going ¢on¢•m In aud41ing th8 finan&al statements. w8 have COded thal the trus•s' use of t going COnM basis ol accounting in th8 weparation of Ihe finanaal stst¢mls appropriate. Based on the work we have Ferfonnèd, have rnt hl8nl1f any mrio1 certalieS mlating 10 8v•nls or ¢onditiorns Ihal, individually or cc4k8ctivdy. may Cast SVJnrfanldoUbt on the charitabje company's ability locontinue a$ a going contem loi a p•¥iod of ai lèast 12 month5 from when the fancial statements are authorised for issue. Our respon$ibilthes and the responsltS of the Intstees vrilh re5ped to goirvJ concern are des¢rthd in the relevanl sections of this tpporL Other Infonnatlon The other information ¢Lynp Ihe infomwb.on w)¢hJdEd in thè annual reporL IlIrJ the tru$tee$' wport, othgr than the finanrial $talements and tyjr aLKlitof$ report lheOn.The trLtste•sare responSibfor Ihe olhÈr Intom)81ion contained within the 8nnu report. Our the fmanual stalenThts do•$ not COVW lh other informatty)n and. oxcept to Ihe extsnt otherwise explKity slaled in ¢Jur reporL we do not •xpr•ss any lorm of 88SUTane ¢on¢lu$ion theregn. Our rè5pon$ibility is io read the Olr in10ml)n and. in dc4r¥J so. conshler whether th& olheT information is materially inconsistènt with the financial $tst•rnents or our knoWe obtained In the course of the audit. or othetWi5e appears to be tnaterialy rnisstaled. Ir we ntify such rnaterial inconstslen(#es or apparent material rni5Staternents. we are required to determine whether thi8 r8 lo a material mi$statement in tho finan¢ial statements thernsefves. If, ba58d on Ihe wuk we have p8rfonn8d. we w)dude that thoro is a materHI misstÈt•mtftt of this othèr infom1aln, w• are oquired to report that f8Ct. We havè nothing to r•port in this regard. Page 17
The Instltute for Jewish Policy Research IA Company Llmlted by Guarantee) Independent Audltorfs Report to the Trustees For the Year Ended 31 DKember 2023 Mattgrs on whfj¢h w• aro r•qvlred to report by •X¢èMion In the light of the knowledge and undwstanding of t cThnpaThy and its enviionm8nt cbtsined in the course ofthe audit, we have [1 identifie<l matèrial tstements in Ihe directors. report inclL¥Jed within the tftJ$tee5' Wort. We have nothing lo report in r•spod of the f0kn1 malltrs in r•lakn to wJNch the Charitie$ IAc¢ounts and Rep¢)rtsl Regu18tion$ 2008 qui us lo report tr& yw rf. in wr OFrfnion.' adequatè pr(yer ac¢ounb"ng rpcord5 have not been kw, or retums a4vate for our audit have Dol been i•c•wed frLYn branches nol ylted by u8.. or the financkal ststements are not in agreement ith the 8ccounb"rJ records and teturns,. or Certain disclosures of trustees. remLw•ration specrfd by law are not made.. or we have t received all the inlormatM)n èW8nations we requite for our awJil Responsibilities of trustaes As explained more fully in the trustees. responsitsi1rfs8s statement, Ihe tsuslees who are also the deCtOrS of the char¢(able company forlhe puwès of cornpany law. are reSpOr forthe preparation cfthe finantial staternents and for being satisfied that they gN• a twe and fair Iw. fDr such iniernal ntrts1 as the trustees detemine necessary lo enable the preparation offfin&ncial slaieNnt$ that art Ir•8 from material misstateTrI, wheU)er due to Iraud Or orrow. In preparing ¢he finanual statements, the trustÉe5 are rewn$ibk for assessing the chari¢aiAe CDmpany's ability to ontinue 0$ 8 goiw Concern. disclosiThJ. as aPICabl9, maltors related to goiTrJ concern and using Iha going ¢oncem ba¥1$ of a¢counfv'ng unless the trustees erthor intsnd to Ib]uJate Ihe Charrtab ¢ompaDy ot to c•as• operations, or have no reali%tr alterThatW8 but to do $0. Audltor'$ fespon8ibHltl•s forth• avtht of the fi1•1 stt•m•nts Ourot¥8¢lNes are to obtain rea50nabk assurance abouiwh8lherlhe finan(aal 51atemerts as a whok ar• frè• from material mis¥tatenwt, wWher due to fiaud or ety. and to ISSU8 an a105 report that includes our opinion, Rèasonable aSSurae 15 a hi9h fevd of aSSurnn. but nol a guaranteè Ihal an audit condu¢ted in accordance wtth ISAS IUKI will always delect a material mwlateffwrtwhen it exists. Misslatements can arise ffcrn fra1 or eiior and are Coere material rf, indidu911Y or thè aggregate, they could reasanably be expected to irfuenc the ¢on1C derisions ol v5ers laken on the bask4 of these financial slatements. Irrégularitses, induding fraud. ao Inslances ol Th)n-¢tynplrdnce with L8ws arKI regulatiorts. We desi9n piocedur&s in line with our respon$ibilrtio$. oudined above. to deled fflate rnisslaiemnts in resFecl of irregularitig$, including fraud. The extent towhich our pr¢¢oduresare capatk ofdele¢tirrfJ irregularities. incjuding fraud tsdetailed bel". Identifylng and $••Ming potentlal Asks ot matsrial miutat•m•nl duty to Irffegvlaritie• considered Ihe following when id8ntifyirvJ and a5se55ing risks of material m¢slatement to irregulaillS. includ9 fraud and non-compliance wth laws regulath"on& the legal and re&atOry Irk in which Ihe charitable nPanY operate5 the nature of the sector in whth Ihè charitable itry)any operates the contrd envinnI and Contrds established to mibgate such r tho i•suliS of our enqIneS of nwnagement about their thntffication arxl assessmènt of risks of 1rr8gu18ritS dis¢u$$itsns wth the 8uditen9agenwt tearn about fraud mvJht occur incents.ves for fraud. Laws and regulaliorts which ar• conshI8red tobe si9nfficanttD thecharItae ¢(mpany tharity includÈthose relating to the requ1mentS of tho financial reporting fr&newrNk FRS102. th8 Companies Act 2CX)6. the Charities A¢1 201 f. UK tax legi$lab"on. the Charity CommisOn. emthrn¢nt law and health and safety. In addrtion. we ¢onsid•r Olher laws and regulation which may net directy inpa¢l the financial stalements but TTray inyact on the oporation of the ¢haritabFe c¢)mpany. Page 18
The Instltute for Jewlsh Pollo4 Research IA Company Llmlted by Guaranteel Independent AudStorfs Report to the Trustees For the Year Ended 31 December 2023 As a iesutt ol these prOcureS we condud&J, in accordan lThtemationd ALhJitiThJ Slandard$. that a risk in lation to the potèntial lor manageMt ¢)verrK of controb exists Audit r6sponse8 to ri8k8 idenlifwd We un¢Jortook auditwocedure5 to re5pondlo the and deswJned ouraL¥JiltsStij to respond to Ihese risks. The addib.onal WDcedLwe5 we undertod( I[jed the folloWw.. gaining an undgrstandirg of ts ¢harilable ¢ompaAf$ procedures for eurIn> u)mKlonc wth laws and regulations t•sling th8 apwriaten8ss ofjournal gntsios arKI other •jIlmen1$ considering whether accountir est'mates were IndalIve of wlgntial tMa8 considoriNJ whether any Iransa¢tton5 ar05e out5vJe nornal course of bUs1rSS making enquiri•s of man8g8m8nt corroSy)rating our enquiries thi¢)ugh review of Board min•$ and ctsrresptsndofice. We aL50 ccffirnunat8d rekvant laws 8nd regul81ion$ arKI p)tenb"al ftaud rsks lo all engagement lean members and fernaed alert to any indiestors olfr8Lhl wrfh laws and re9u1alK) Ihrou9hout th• audrt. A furth8r description ol our $)nSibil$ is aVwL8b on Financial Roporb"ng Countil's Websi at.. %Kw.frc.or .ukIdltorsf . Thk8 des¢WKJn tom partol our aLKlitofs Mpo Us8 of our report Thi5 Port 15 rnade SOlY to the charita8 company'¥ members. a$ a body, accordance wrth section 144 of Ihe charih.es Act 2011. Our audit work has b88n undertakeTh 50 thal we mbjht st*e tD the charitable ¢ompany'8 members those matttsfs w• ar• requirel to Stsie lo them in an auditor's report and lor no other purpose. To Ihe flest extent pem)itled by law. w• do not accept or assume re5ponsthlity tD aThyone otr than the charitsb company aThY the ¢haritthe ¢(mpary's tsu5tee5 as a body. forourauditwork, forthis r8POrt, or lorthe opinhJns we have fortv£d. A C MO LLP is elbJitAe for aFpointm8rt as athlitor of the ttsnty by of ts el71)1tY for appointmtfit as guditor of a company under section 1212 oflhe C0ftyn Act 2C•X. A C MO LLP (Senior Statytory Auditor) Chartered Accountants 8nd Slatutory Auditor SlalFoid House Bla¢kbro¢th Park Avenue Taunt Somerset TA12PX Date.. 24" &ptthr 20 P•3e 19
Tho Inslltuto For Jewish Policy Research Statement of Financlal Actlvltles for the Year Ended 31 Dacamber 2023 (Including Income and Expenditure Account) Unrestrlct funds Rostrict lund$ Endowmènt funds Totsl 2023 Note Income Donations and legaues Charitable ¥tiviliB$ Investment income 201.242 419,872 1c.1 201,242 649.[6 los,1 229.194 Total income 727.115 229.194 956.309 Expendltur¢ RÈi$ing funds Charitable a¢tswli&s 134.451} 6D8.455 (22.522) 158.973) 952,652 344.19 Total expèr11Ure G3inslllosses) on investment 8ssÈIs 1842. 1344.19T) 122,522) 11.009,825} 85.387 8S,387 Net incomellexp¢nditvrg1 Transf¢rs betsen funds 84.209 94.949 1115.0031 94.949 62,865 32.071 Mèt movement in flnds 110.740) (20,0541 62,865 32,071 RKonclllatlon ol fund• Total funds brought forward Total fvnds carried forward 368.502 31.772 2,601,735 3,002.009 20 357.762 11.718 2.664.6C 3,034,080 Unr¢strlcted funds R•stri¢t¢d funds Endowment funds Totsl 2022 Note Income Donations and legacies Charitable a1veS Inve$tmonl income 153.524 458.494 1(K).310 153,524 699,440 100,310 240,946 Total income 712,328 240.946 953,274 Expenditure Raising funds Charttable aciimies (53,427) 613.213 118,7771 172,2041 984,989 371.776 Total expendituro Gainslllosses) on investment assels {666,640) 1371.776) 118,7771 11.057,193) 237.764 237.764 Nel incomellexpendiiLtr•l Transfers between fund8 45.688 53,870 {130.8301 53.870 1256.541} 1341.683) NEI rnuvement in funds {8.182) (76.960) {256.5411 1341.683) ReconcIllaOn of funds Tolal fvrKls brought foThMrd Total ndS carried forward 376.684 108.732 2,858.276 3.343.692 20 368,502 31,772 2.601.735 3,Q02.009 The noleg on pages 2310 39 fOn an inlegral part ol these financi81 statements. Page 20
The Ingtituts For Jewlsh Policy Research (Reglstrauon number: 00894309) Balance Sheet as at 31 December 2023 2023 2022 Flxed a$8ets Intan9ib18 a8s•ts Tangibla Assets Inveslmgnts 14 15 16 3.320 80,112 4,150 88.622 2,865,530 2.817 678 2,758.302 Cwrent a$•ets Debtors Cash al bank and in hand 17 18 47.626 78.253 234.313 273.407 312,568 Cr•dlloYs'. Amounts faHlng duèwlthln orwy¢ar Net current assets 19 57.(K)5 ,85 218.402 243.707 N•t as8ets 3.2,¢)9 Funds of the ¢harlty: Unr¢strirted fund$ 357.7B2 Restrictèd fvnds 11,718 31.772 Endown)ent funds 2,W,8CQ 2.801,735 Total funds 3.034,OBO 3.002.009 Th8 finarriAJ Atat8ments on pages 20 to 39 were aPFWDv8d by the Iruste•s. and SuUri#•d for issuè on .Ag.1.11.% and 81gned on trir behair ty.. stephen Chairm id M088 CBE n and truste• notss on pages 23 to 39 lorm an integral part ofth8se fida1 slateTh*nts. Page 21
The Inslitute For Jewish Policy Research Statement of Cash Flows for the Year Ended 31 DeGember 2023 2023 2022 £ IAS restatedl Nol• Cash flow8 from op•rnting activltles Nel cash income/{expendiiure} 32,071 341.6831 Adjustments to cash flows from nonry¢¥sh item¥ Depreciation Amortisation Inveslrnenl income Loss on disposal cif inveslrnenls Rev81uakn'on of investments 15 14 13.204 830 {106,(X11) 10,257 195,844 13,178 830 1100,3101 22,282 215,482 (145.283) 1190,221) Worklng capital adjustments Decreasellincreasel in debtors {0gcrease}fincrease in creditors Nel c8$h flows from opernl'ng achWt$ 17 19 30,728 11,854 142,198) 7,095 126,409 225,324 CJ¥h fl¢)w4 from invesl•ng activltles Interest receiv8b and simlar incom& Purchase of tangible fixed asset¥ Purchase of inve$lmenls Sale tsf investments 106.001 14,6941 1784,9781 739,7 1(K),310 15 16 (586.9561 570,022 Net Cash flows from investing activitigs 56,119 83,376 Net dease in ¢a$h and ¢a¥h equN8lents Cash and e2sh equNaknts at 1 January Cash and cash equNaknls al 31 December 170,290} (141.9481 301.146 443,094 230.856 301,146 The noles pages 23 to 39 fom an int•gr81 part ol these ffinanual stalements. Page 22
The Institute For Jewish Pollcy Rasearch Notes to the Financial Statements for tho Yèar Endod 31 December 2023 I Charlty st4tu¥ The cbwity is limited by guarantee, incorporate(l in EryJland & Wales. and consequenily does rN)t have share capital. Each of the trustees is Iiat4e to contribute an amount not eXdIng £1 towards the assets of th8 diarity in the evenl of liquidation. The a(klres$ of ils Tegisleied oifirR is.. 6 Greenland P18ce London NW1 OAP 2 Aceountlng ptsllclés Summary of gnIficant accounting policies and accourrtlng estimates The princ4pal accounting poliaes applied in the preparation of these finanrAa stslemenls are sel (>ul below. These policies have been consistenlly lo all years presented, unless othemse slatèd. Basis of preparation and slatement of compliance Th¢ finanual 5latem¢nls have bo¢n PTepared urKkr t1 hislcYKo1 ${ wNention with items recognised al co81 or transaction value un$ slated olherwi5e within Ihese noles. The finanual slalemenls have been prepared in aceordanee with Accoullling and Reporting by Charitiès.. Stslement of RÈcomrnended Practice lapplicatrAe lo chaiities prèparing thÈir aceounts in ar1tsrdar *rith thè Financial Rèporiing Standard applicable in the UK and Republic ol Iieland {FRS 1021} li5sugd in Odober 2019)- IChaTrtigs SORP IFRS 1021}. the Fina181 Reporting Standard appli¢ablè in Ihe UK and R¢publiG of Ireland IFRS 1021 and the Companies Act 2006. The Instilule For Jewsh Policy Research meets th¢ definiticn of8 pubk beneknl entity under FRS 102. The presenlatk)n currency of the financial statements ss the Pound Stsrffing {£1. Going concern The Iruslees wnsider Ihol there gr? no rnplerial urKertaintss about th? d)arills abdity to continue as a going c(c&M nor any $ignifi¢ant areas of urvrtainty that affect the r4rrJryng value of 8ssels hekl by the drity. Income All income is re¢oynised once the tharity has tnlrttèment to the in¢omè, it 18 probable Ihal the income will be received and the amount ol the income receivable can be measvred rek'abty. Donatlon$ Donations are recognised when Ihe ctority has been nolffjed in writing of both the amount arKI sewernenl dale. In the event Ihat a donation is subject to condit$ that require a kvel of performance by the charity before the chaTily is entitled to the lunds. the Inco is deferred and not renised untsl eilher those conditions are lully met. or the lulhlmenl of tlse conditions is wholy wthin the conlrol of the tharity and tt is probable that these conditions wll be fulfilled in the reporting penod. 11 there is a Service Level Agreement or Contraci in place income from adminislration charges is taken into account in th& period to which it relates. For legaaes. enlitlement is the eadEr of Ihe tharity being notified of an impendiNJ dislribulion or the legacy being received. At this point income is reco9nised. On occasion kgaaes wil be notified lo th¢ charity however rt is not possible to Measu the amount expeded to thstribuied. On these [casIONs. Ihe legacy IS treated as contingent assèt and (I'sclosed. Page 23
The Institute For Jewish Pollcy Research Notes to the Financial Statements for the Year Ended 31 December 2023 Icontlnuedl 2 A¢counting pollcles (conllnuedl Donated seThle•s and fa¢lli11oS In accord8n wilh the Charilies SORP IFRS 102), any Lmpaid ger1 volunteer lime is not ro¢ognise<l in the fin8nc¥al statements. Invèatmént incorne Interest on fLmds held on deposit is indLKl•d wn r•cèivabl8 and amounl can be measured reliabty by the charity,. this is normally upon rvjtificalion of the interest paid or payabltr by the bank. Dividends ale recognised once the dividend has been dedarpd and nolffj¢ation has been received oflhe divideThJ due. Expenditure All •xp•nditur• 18 rÈ(wnTrsÈd tsncÈ there 15 a legal or rstruCtiVe obligation to that expenditure. it is probable satuèmènt 1$ required and the amount can be measured reliabty. Ml costs ale allocated to the applicable eXPdrtY[e hg8ding Ih818ggregale similar costs lo that category. Where cwdls cannot be directly aitribuled to porticular heading5 they have been allocated on a basis consislenl with Ihe use of $OUrces. Ralslng funds Thèse Ère costs incurred in attracting vduntary incorr. the management of investm¢nts and IIv)s0 inGurted in Iradirtg 8¢tivitie8 that raise fund8. Charltabl• actlvlti• Charitable expenditure comwises Ihose costs incurred by the chanty rn th¢ (lelNery ol ils activibes and Services for it5 beneficiaries. It includes both costs that can be dlocated Ih"recfy to su¢h aGtivikn"es and those costs of an indirect n8ture necessary to support them. Support co#t# Stsppori costs are ihose that assist th& work of Ihe Charity bLrt do not dir rÈprèsenl thariiable aclivilies and include office costs, governance cosis and administratNe payioll SIs. They incurred directly in support tsf expenditure on the objecis of the charity. whe suppori costs cannot be diredy attributed lo particulai heading8 they have been alocaled to costs ol raising ld$ and expenditure on chaiitable activrties on a basi5 ¢on$islÈnt with use ol the resources. Supwl cosls déiailed in th6 nol•s aro amocated on the basis apporlionmÈnt of thè lirne spent on these activits. Governance costs Governance costs are inded wilhin suppori costs and comwse all costs associated wrih rneeling the constitutional and slatut(xy requ1ments of IhÈ thariiy and inthde wofessK)n fees and costs linked lo the strategi¢ managemtrnt ¢f lh¢ chatity. Irrecov•rabl• VAT Irrecoverable VAT is charg*1 against Ihe category expendrture for whth itwas incjjrred. Tax4tion The chartty ss a registered charity and is. thefefore. exempt from Iwbility to taxation on il's income orhd rapilol gains, to the 6xtent that such incom& or gains are app]J exdusp4ely to charitaNe purposes, Intsngible assets 1n18ngib assets are slated in the Balance Sheet at $t less ac£umaled arnortisation and impaiment. They ro omortised on a straight h.ne basis over their estimated usefLI lives. Pagè 24
The Institute For Jewlsh Policy Research Notes to the Financial Statements for tho Yèar Ended 31 December 2023 (continued) 2 Accouniing pollcl•s {connu•d1 Arnorti$ation Amortisalion is provided on intangible fixed assets so as Its lIe off the cosl, less any estimaled residual value. over their expected useful economic lrfe as foll(pws'. Asset class Tiademork Arnortisation mèthod and rat• 10 Yw Str?ighl Line Tanglble fixed assets Tangible fixed assets are inthalty recorded al cost. less any subseqvenl accumulaled deprecialion and subsequent accumulated impaim)ent losses. Depre¢lation and amortlsalion Dèprèei8tMin 1$ provided on t8ngitrAtr ed a¢ts $0 as to wri1 off fv ¢(Jst or valu81itin, less any eslim81¢d re$idu¥l valuo. ov¥r their expvded usoftA economic lrfe as folknvs: As$•t ¢la$$ Leasehold Building Fixturès & Fittings Computèr Equipment D•prèclation mthod and rat• Over the terms of lease S Year Straight Linè 3 YÈ8r Slraighl Line Fixgd a$ut invgstments Listed investmènts Listed investments are a fomi of basic fInaM instrument and are inilially recognised at their Iransaction value and subsequently measured at fair value at the bajance sheet date using Ihe closing quoted market price. The Staternent of Financial Activities indudes net gains and kjsses artsitwj on revaluatKJn and disposals throughout the period. The charily does not ar4uire or use pul options. derivatives or other complex financial instrLNments. Realised gains and losses All gains and losses ar& taken to the statement of financtal acbvities as Ihey arise. Realised gains and losses on investments are calculaled as Ihe difference beeen sales proceeds and I11r opening carrying value or their purchase value rf acquired subsequenl to the ffirst day of the ffinanryd year. Unrealised gains and 10$5es are calculated as the difference beiween the fair value at the period end and Iheir carrying value. RÈalisèd and unrealised investment gwns and losses are comned in the Statement of Financkil Activities. Cash and cash equlvalents Cash and cash &qUalentS comFNise cash on hand and (al deposits. and other short-term highly liquid Inve5tmenls that aro readily convertiLle to a kn(* arUnt ol cash and are suty'ect lo an insignific8nl risk ol hange in value. Forèi9n èxehango Transactions in foreign aJrrÈntAÈS are rÈrJ)rdÈd at th8 (8t& of èxeharyi at th• dat& ol th• tr8ns8CtiDn. Monelary assets and liabilities denominated in Ie19n TencieS al thtr b8lan¢e sho01 date are reportèd 81 the rates ol exchange prevading al that date. The results of overseas operations are Iranslated al average rates of exehange durin9 thè period and Ih•ir balance sheets at the rates ruling 81 Ihe balants shÈÉt datè. EXdngè dIrÈne&S arising ort trans18tion of the opening net assels and results of overseas operab"on8 are rep)rted in Ihe Ststemenl of Financial Activilitrs. Page 25
Tho Institute FOT Jewlsh Policy Research Notes to the Financlal Statements forthe Year Ended 31 December 2023 (continued) 2 Accountlng pollel•$ l¢tsntinu¢dl Fund $tru¢ture Unreslficted incomè funds arè gènèral lund8 that are avaiLable for use al th Iruslee$ disuetion in furtherance of the objectives of thè tharity. Oesignoled fvnds comk¥ise unrestricted fiN)ds that have been set astde by the trustéès for parbcular purposes. The aim and use of th6 d•si9nat•d funds are Set oul in the rKJtes to the financial sl?1gmenls. R¢slrid¢d income ftjnds are those donal•d for in a parbcuhr area or for specfft pvrposes. the use of wh Is restrieted lo that area or purpose. Pemianent end9wmenl funds represent se assets whth rnust be held permanenuy by Ihe ¢harfty. In¢om• arising on the pennanent endowment funds can be used in aceord8neè with the objects of the Charity and i induded as unraslrietèd in¢ome. Any Capit gains kjsses arisin9 on Ihg VeStntS form part of tha fund. Inveslment managèment charges and legal aolfice rdakn'ng to th¢ fvnd we (arged againsl the fund. Pensions The charitable cijmpany operates a defined contiltion penSn schwne. The assets of the stherne gie held separat•ly from those of the chariiable company in indepondgnlly 8dminislered funds. Contribulion$ are ¢h8rged to thè StatÈrnènt of FancIal Activities as they payable in accordance wilh the mies of the stheme. L•aslng Renl8ts Yable under operating leas•$ arè d)argÈd to the Slatement of Financial A¢liviti¥s on a slraighl line basis over the period ol the lease. Flnancial in$truments Tho ¢h8rily 0Y enters into basic finanual instruments that result in the recognilion of financial assèt8 and liabilities such as irade and other débtors and uedilor5 together loans to relaled parb"es. Debt in8lrumenls, such as Irade debtors and creditors. art initidty rnèasured al Iransaca)n price atwj subsoquerrtly measured al 8morbsed c05t. Financial assets are assessed at the end of eath rng peiiod for otiieciive evldtntè of impaimienL If objective evidence of impaimienl is found, an np8wmènt Itss¥ i8 recognised in the irthme st¥lerrnl. Critieal ¥¢ountlng judgements and •stlmatlon uncertalnty The weparalion ol the finanaal stalemgnls in (10lty with FRS 102 rewir•s rnan8gernenl lo make judgements, estimates and aSSPtIonS that affect the application ol pokies and rèported amounts of assets and liabilities, incom•, Bnd &xp•nses. Estimates and judgements are ¢)MtiTyJaly evalu8led and 8re based on historical experience and other factors. inckjding expectations ol future events that are bved lo be reasonatle under the areumstances. The charity makes astim8t•s and assumptions rJ)n¢eming future. The resulting autir4 estimales will. by definilion, seldom equal Ihe related gdL581 re$utts_ The Trustees consider that Ihe fdlgwing critical 8ccounling estimates arvj judg¢Tnenls have a 5b3nrfi¢8nl risk of caUng a material adjustmènl to Ihe carrying amounts of assets and liabilities within the rxi financial year. To determine th8 proportitsn ol corMiissThed prqects that have been completed, the trustees use costs incurred as a basis and judge that income to be iecogntsed is equwalent to thhl. Any actual surplus or deficAI is detem)ined at project compleliori and transferred to or from unrestricted funds. PrSor perlotl adju¥tment Wherè art wror or omission is identified in respK* of wnparabve fyures Ihis 18 adjusled in thè wecèding pariod. Page 26
The Institute For Jewlsh Policy Research Notes to the Flnancial Statements for the Year Ended 31 December 2023 (continued) 3 Incomg Irom donations and l•gacl•8 Unrnstrlet•d nds Rèstrtcted lund$ Total funds Donations and grft$ Gift aid 197.415 3.827 197.415 3.827 Total lor 2023 201.242 201,242 Don81ion$ and gifts 153.524 153.524 Totsl far 2022 153,524 153.524 4 Income from charltabl• aetlvltl•s ilnr•#trlet funds Restrfcted funds Totèl fund8 Rtrs•ar¢h proie¢ts and sales ol reporis 419.872 229.194 649,066 Totsl for 2023 419.872 229,194 849,066 Rward) proj¢¢ts and sales of fepcffts 458.494 240,946 699,440 Total lor 2022 458,494 240,946 699,440 S Inv•itmènt income Unresldcted funds Restricted funds Total fund Income from MCA permon¥nt end¢y•Tnenl fund G¢ll¢ipl bank interest receivable 103.372 2.629 103.372 2,629 Total for 2023 1W.001 106.001 Inme from MCA pem)anent endowrrnt fund General bank interest recewable 99.916 394 99.916 394 Total for 2022 100,310 100,310 Page 27
The Instltute For Jèwlsh Policy Research Notes to the Financlal Statements for the Year Ended 31 December 2023 (contlnuedl 6 Expgndilure on rahing fund8 ilnr•strl¢t•d R•strf¢l¢d fund funds Endtswm•nt lund6 Total fur)ds Fundraising for donations Support costs 34.451 34.451 22,522 Total for 2023 34,451 22.522 58.973 Fundiaising fur donakn'ons Support costs 53,427 53,427 18.777 18.777 Tolal for 2022 53,427 18.777 72,204 7 Expendlture on charitable activitios 2023 2022 Not• Research project costs Lectures and seminars Research and organi581ional devekyMl costs 6.727 17.G66 114.407 20.225 15,514 104,156 732,200 739.895 Share of suppori costs 220,452 245,094 952,652 984,989 Analysls by fund Unrestricted funds ReslriGl¢d ftmd$ 608.455 344,197 613.213 371,776 952,652 984,989 Page 28
The Instituto For Jewish Policy Research Notes to the Financial Ststements for the Year Ended 31 December 2023 (continued 8 Analysi• ¢1 Support costs Governance costs 2023 Support Database Staff cost Premises Gènèral ¢051s Deprecmtion and leas•hold 8morbs8tion Bank char$ and exchange rate differen¢e Am(¥tiS81ion oflrade maths Auditor remun•ratK)n Lègal and prolessional 1,190 66,056 72.208 33,527 13.204 1.589 830 15.900 15,948 72.208 33.527 13.204 1.589 1S.900 15.948 188.804 31.848 220.452 Governan¢• costs 2022 Support costs 1.935 67.275 71.391 40.102 13.178 1.175 Database Staff cosl Premises General office c951$ Dèprèciation and leasehold amtylisa1r7 Bank charges and exGhange rale difference Amortisation of IrAde marks Research & developmenl co¥ts Auditor remuneralion Lèual and prolèssijnal 1,935 87,275 71,391 40,102 13,178 1,175 830 17,512 25,2 6,4g6 17.512 25.200 6.496 213.398 31.69S 245,094 9 Truslees remuneratlon and expenses None of the trustees iecerygd [emuneraOn for their Ser¥S nor did Ihey receive any r¢imlw15¢menl of expenses during the yè*12022: None). Page 29
The Institute For Jewlsh Pollcy Resèarch Notes to the Financial Statements for the Yèar Ended 31 December 2023 (continued) 10 Stsff ry>sts The aggfegale payrdl costs were as folryws.. 2023 2022 Wa5 and salaries Sori818ecurity costs Pension cosls 532.609 58,9fj1 34,423 546,530 60,313 34,959 625.993 41.802 The numbgr of ¥mF4oyees whose emoluwEn15 fdl within the fdh>Mng bands was.. 2023 No 2022 No £60.001- £70,000 £80.001- £90, £.001- £100.000 £110,001- £120.OOD £120,001 - £130.000 Tho key managemenl mplis? the Exewlive Director and Ihe D1ctOr of Operations. The total emF4oyee beneffts ol the Executive Director and the Director of Operations were £232,70512022'. £205.1941. 2023 2022 Av•rag• number of empby•Ès 10 11 Audltors. r•mun•ratlon 2023 2022 Audit of the charitys annual accounts Other ServiS- prep8r8bon of the dwriV$ annual *xounts Other services- predecessor fi 10.8C 4.800 300 21,500 3,700 15,0 25,200 Page 30
The Institute For JewSsh Policy Resgarch Notes to the Financial Ststements for the Year Ended 31 December 2023 (continued) 12 Taxalon The charity is a registered charity arml is therefwe exempt frcrfn laxation to the extent Ihat such income or gain is aPled to charitable purpos•s. 13 PMlon $ts The charitable company gpgratg5 a (x)nlrilxJlory pension scherne. It is a defin8d contribution scherne and contributions are charged in the $1olement of finanual actm1$ as they are paid. Thè d)arge for Ihe year was £34,42312022'. £34,959} and the liabilrfy (Mjtthdiro al Ihe year end was £1.70912022". £1.2041. 14 Intsngiblè fixèd assets Trademark Total Cost Al 1 January 2023 Al 31 December 2023 8,300 8,300 8.300 8.300 Amortl¥atlon At 1 J?nygry 2023 Charge the year 4,160 830 4.150 830 Al 31 DecemLi 2023 4,980 4.980 Net book v•1 Al 31 DÈCÉM[ 2023 3,320 3.320 Al 31 December 2022 4,150 4.150 Page 31
The Institute For Jewish Policy Rosearch Notes to the Finan¢lal Statements forthe Year Ended 31 Docember 2023 (continued) 15 Tanglble flxed assets Improvement to I$¢hold buildlny Flxlurns and fittlnys Computgr *quipmtnt Totsl C08t Al 1 January 2023 AdditnI 101,3W2 14.847 4.694 125,834 Al 31 December 2023 101,392 9,595 19,541 130,528 D•prè¢iation At l January 2023 Charge for the year 19.198 1Q.139 3.407 1.919 14.607 1.146 37,212 13.204 At 31 Dècember 2023 29,337 5.326 1 5,753 50.416 Nel book value Al 31 December 2023 72.055 4.269 3,788 80,112 Al 31 December 2022 82,194 6.188 240 88,622 Page 32
Thè Instltute For Jewish Policy Research Notes to the Financial Statements for the Year Ended 31 Decomber 2023 (Continued) 16 Flxed asset Investm•nts 2022 £IA¥ re$tsled} 2023 LiBted Investments C08t or ValuatFon At 1 January 2023 Additions Disposals Rev8Juation 2.598.69S 784.978 1750,0461 2.819.527 588.956 1592,304) 215,482 Al 31 December 2023 2.729.272 2.598.697 Cash held wlhin invtStmen¢ mfolKJ Al 31 December 2023 4.974 2.734.246 2.665,530 17 Debtor 2023 2022 Prepaymants and aecwèd income Oiher debtors 23.032 24,493 53,999 24,254 47,525 78,253 18 Cash arKI cash equlvalents 2023 2022 Cash at bank Cash held within investment portfolio 225.882 4,974 234,313 66,833 230,856 301,146 19 Cr•dltors: amounts falllng TIthIn one year 2023 2022 Trade creditors Accruals Othèr erediltsr$ other taxes asyj social se¢vrity c081s 1.069 27,813 9.245 18,878 8.622 34.044 8.749 17,444 57,IX15 68,859 Pag• 33
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The Institute For Jewish Policy Research Notes to the Frnancial Statements for the Year Ended 31 December 20231contlnued) 20 Funds Icontlnu•dl Ertdovent lunds The MCA EndttwmÈnt FuThl is a separate lund for the purpose of promlit)g and 8SSiSting the organising and carrying out ol i¢$e8rch Into the stste of the eonlemporary Jewsh comnyJnitTr&s in thÈ UK and elsewhere in Europe together with the promotion of olh•r charitable aims. objects and ¥livi14e$ ol the Charity as sham be conducive to the implernenlation ol thesè rAJrposes. The income ol the Fund may be spent by the Charity on a year to yèar ba$1$ as long as the lotsl of Ihe income and gains spent in any one ye8f does not extètd 8% of the Original GrantI$5,OtX),O converted lo £3.466.337 at dale transferred) as increased annualty by Ihe United Kingdom Retail Prices Index fRPI"). Thé origlnal gr8nl is a pemwenl endowmtnl, Ihe •tal ofwhth trwjsl be retsined. In order for th• reISed 8nd unrealised gains lo be spent it is neceswyto S8ti$fy the following conditKJlls.' 111 The first Condition is Ihat the tot81 èmourtl of income and gwns spenl in any lull financaal year of the charity st not èxceed 8Vo of the Original Grant as irKreased by the percentage increase, if any li9noring any reduction) in RPI. from the 31sl Decemiw2020 to the beginning ofth& fmanu81 yèar. {21 The ¥econd condilion is that 30 days bèftsrè twstees iesofve to spend 1he capilal. the rna•1 v81ue of the capital ol Ihe Fund musl not be less Ih8n tho Onginal Grant (mcreased in h¢wrdance with RPII aft•r •xeluding the gains rèsofved to be 5penL It is possible lo carry forward any unspÈnt wt of the 8% and spend it in subs¥quent financial Yea in addition lo Ihe 8Yo limit for each year. The Fund 1$ inv8sltrd on prOfesskin a¢Jvite in older to obtain the maximum IDng-tÈrm return (net ol any lax) whith 1$ ieg8rded from lime lo tim• 8$ 8 pnthnl tsrgetfor the Fund. Page 36
The Institute For Jewlsh Pollcy Resèarch Notes to the Financial Statements for the Year Endod 31 December 2023 (continued) 20 Fund• {contrnuedl R•strlcted Funds The aim and use of each restricted lund 18 8$ fdl(A¥s: lal Proje¢X= European Jewish Dery[aph Unil - Established in January 2019, JPR'S European Jewish Demography Unil is dedicated to generating dala aboul J$h populations in Europè tts help support community developrnenl acfoss the contin•nl. CurTenYy supported ty the Rothsthld Foundation Han8div Evrope. il is led by JPR Senior Research Felow, Dr Danid Stselsky. and chaired by Ihe wodds le8drng exFeri in Jewish demography, Professor Sergio Dema Pergolp. Ibl Project.. The European J1$h Research th1¥e.. supported by Rolhschdd FoundalK)n Han8div Europe, this is a project lo build and maintain An online free to access archNe of research publi¢atiDns on contemporary European Jewish ojmmuniiies. The archive inthdes reports, ariides and olher leVant materials that draw on, or discuss. soaal research on European Jewish wmmunitl8s since 1990. Ic) Commission.. Jewsh Blind and Disawed IJBDI this Slu was desKJned lo look 81 thè socio-demographic characteristics and levels of disa1 amro i$ INing in Bamel. Hertsmere, Redbridg? and Essex. as part of JBtYs straleg review. Id) Commission.. M3 Monitoring and Evaluation Prcye(a- Ihis annual St[ is aim¢d 81 helping JW8 lo monitor and evaluate the effectiveness ol Ihtir work. It ¥01veS hetrJing them to detemine what Ihey need to measure in view ol Iheir new strategic plan, 4dvi$ing them on hw best to gather the required data. and then working with them to determine how best to il IN their purposes. le) Commission.. Industrial Dw•llings Stitièly ODS} Ihis proiect mapped Ihe Jew5h pgpulalion and Jewish services (schools, SYnagogL. community organisaknns. shops. restaurants. etc.) in the immediate vicinity of specific siles to svpport IDS'S futUlQ F4anniny. If) Project.. Study of Antisemitic Attitudès - first run by JPR together with Ipsos MORI in 2017. this survey, monitoriny anti-Jewish and anlsrael attiiud•s Ong the British population. was due to be peated in 2020. However, due lo resliictions imposed by Co¥KI-19 panderNc, the udY was postpu)ed. and is now expeded to take place in 2024125. {91 Project.. Communications - With thanks to support from Ihree key loundations. JPR ¢[urted rts fir51 Director of Communications in October 2021. Thè for the first year of the p0sOn are lil to wrnrnunicate JPR'S rèsearch outpuls to the media and key largel audierKes". lill to redesign the JPR Webte., and liiil lo build JPR'$ $¢ty81 media presence. Wk began on ail three of these areas in the lasl que4ter of 2021 thÈ nèw wèbsitè wa$13un¢hed in October 2022. Ihl Commission.. IDS 11- Industrial ¢hY¢llin9s soo•ty11- This w(¥eca rnapped the Jewish population and Jewish aÈrvieÈ$ Ischwls, synagogues, communty organisatW5. shops. Teslaurants. elc.) in th6 immèdiatè vieinily to $UPPCrt IDS'S future planning for a Jewish housSng assiKialion workiThJ lo build SOO new affordabl& units in Jebwsh nelghbourhoods for Iowthineomè Jemsh f8rnlres and Jewi5Nnon-Jewsh professional$ working in Jewi$h eIce3. lil Commis%on.' EVENS a national survey designed lo gather infomialion about inequality among hnle minorities. Our inpLrf is speufically designed to hdp them gather data on Jews and ad vice on how lo analyse it, atthou9h w• hw to from theii work to help oui owrh l(rture analysis ol Jemsh populations. (il Commission: European Jewsh Asswiabon - The European Jewsh A8$aln commissionÈd JPR to create an index lo measur• how different Eutopean counthes are faring with regard to major Jw$h ¢oncems. Ikl Commis&on.' Censu$ 2021 The JLC provided a small grant lo support JPR'S ongoing anatysis of Jew5h population daia gathed by the Office of NalK)nal Statisllcs in the 2021 Census ol England and Wales, and general research bdvice lo support the JLC'S wcik. grant induded fd$ for a pynt event to share the findings ol JPR'S first rep(*i on Ihe ltIal release of census data. 111 Projed.. Europearb Commission Mapping- As part ol the EU strategy on combating 8nlisemitism and fostering je¥sh life. Ihe European Cornmission IECI has committèd to Ix•8tiNJ a European researGh hub on eontèmporary anlisemit15m ar Jewish lrfe in Ihe luiure. Page 37
The Instltute For Jewish Policy Research Notes to the Flnanclal Statements for the Year Endèd 31 December 2023 (continued) 20 Fund$ {¢tsntinLwd} Im) Commission.. Manchest¢r-JRC & mo18e JPR and MobIse tolaboraled on a mapping &xerrAse cornmissioned by the Manchester Jwsh Representative Council. The purposè of the exercise wa$ to support 51rategic disojssions about seNiee provision in Ihe Greater Manchester area. JPR'S role was lo identify existing services in their main areas of Niter•st #uch as chiklren. young peopk and familes. The findings were prèsèntèd in September to communrty and govemmenl represenlatives in Manehestsr. All the fLmds repres8nt donAlions receNed arbd lake into accounl Ihe re$eard) eA$ls incJJrred during the yeor. 21 Analysls of Mt a8•ts bètthwn fund8 Total funds at 31 D•¢gmb?r 2023 UDrestricl•d Rmtrlctsd funds Endowmenl fvnds Intangible fixed assets Tangible ffixed assets Fixed asset investments Current assets Cutrenl IF8bililies 3.320 80,112 69.646 261,689 57,CK)5 3,320 80.112 2,734,248 273,407 s7.(5 2,664.60CI 11.718 Tol81 nel a88els 357,762 11.718 2,664,600 3,034.080 Total funds at 31 D•¢ember 2022 Unr•slrict•d fund Restrict•d ful6 Endowmènt funds Inlongibl? ffixed as8ets Tangible fixed assets Fixed a$sel investments Curfenl assets Current liabilrts 4.150 88.622 63.795 280.814 68,859 4.150 88.622 2,665,530 312.586 68.859 2,601,735 31.772 Total nel assets 368,522 31,772 2.601,735 3,002.029 Page 38
The Instltute For Jewish Policy Research Notes to the Financlal Statements for the Year Ended 31 December 2023 (Continued) 22 R¢latd party transactlo During the year the iJ)arity made the following lated party trSactIc$. Ent189 over whleh thè èntity has control. lolnt control or $ignlficant infiuence Al the balance sheet date the amount due from Enithes over whth Ihg entity has control. joint eonlrol or 3ignifi¢anl in11uence was £16.66712022- r16,667). During the pievious period E19,500 was transferred lo the Stilchling Institute for Jesh Policy Research, an entity registered in the Netherfands undèr thè control of the charity, for working capital purposes. This amount r•mains outslanding 8131 December 2023 and is liduded wthin olher debiors. is intere51 free and repayaL4$ on dsmand. 23 Op•ratlng l•ax• eommitrnents At Ihè yèar end Ihe tharity had annual commitm•nts under norpcancelb[e operating leases as follows 2023 2022 Within one year Behyeen and fN8 y•ars In over ffivé yèars 47,51 163.057 99.645 45,520 155.239 14S,165 310.292 345.924 24 Prkor period adjustment Ouiing the year it was K1entifie(f that Ihe anatysis ol movennis vnlhin the ffixed asset investmants was not dis¢k)$ed in accordance with the Slalemenl ol Recommended Pr8thcÈ. Thè hsled investment anatysis h9$ been restaled lo reflect the correci disclosure5. the opening and dosing investmenl values remain unchanged. The resulting reanalysis has impactÈd figures within the Cash Flow Sl*ornenl. whith has therefore also been reslated. 25 Shar• ¢apital and controlling partl8s The Company is limited by guarantèe and has no share casNla. Ik4t4lity of its members is limited to £1 per member. Pa9e 39