Jewish Child’s Day (‘JCD’) is a charity registered in England and Wales with registration number 209266 and is situated at Elscot House, Arcadia Avenue, London, N3 2JU.
The trustees of JCDacknowledge the utmost importance of ensuring that all charitable funds are applied exclusively for purposes that accord with the charity’s Objects and in compliance with the laws of England and Wales, whether such funds are expended directly by the charity or indirectly via partner organisations or beneficiaries, and whether in the UK or overseas.
This policy sets out the ways in which the trustees seek to ensure that charitable funds are applied in this way and are used only for agreed and approved purposes when making a grant to a partner or beneficiary organisation. In formulating this policy, the trustees have had particular regard to the guidance published by the Charity Commission and Her Majesty’s Revenue and Customs.
Grant making policy
The grant making policy of JCD is to fund projects and programmes in the UK, Israel, Eastern Europe and elsewhere that support children in special need. Grants are paid to partner organisations or to fund projects run by other organisations, either from restricted funds or by way of discretionary grants from unrestricted funds.
The trustees of JCD take a number of steps to ensure that the ultimate beneficiaries of funds use them for designated charitable purposes. Specifically:
- JCDtrustees and staff maintain good working relationships with project partners to oversee the application of funds and report back to JCD on their use;
- When considering which projects to fund, JCD has regard to the following factors:
- JCD’s assessment of the suitability and viability of the projects and their appropriateness to the mission and objectives of JCD
- existing knowledge of the beneficiary organisation, its history and personnel
- previous relations with the beneficiary organisation
- the amount to be granted, in both absolute and relative terms.
- With these considerations in mind, beneficiary organisationsare generally known to JCD though engagement, funding and collaboration over a number of years, and additionally invariably themselves have charitable or amuta status. This, together with JCD’s own application, due diligence, oversight and reporting processes, are considered important criteria in establishing and maintaining confidence in the integrity of those organisations and the projects to which funds are applied.
- Nevertheless, each new project is considered afresh on its own merits; accordingly:
- Projects receiving funding over £5,000 (whether from restricted funds or otherwise) must be fully budgeted before approval for funding is given. This process includes a full description of the nature and duration of the project, to ensure that it conforms with JCD’s charitable purposes, as well as identifying the personnel involved in overseeing and delivering the project and projections for, inter alia, expenditure, cash-flow and other sources of funding.
- Periodic progress reports may be required to demonstrate that funds are being applied to the agreed project in line with the original budget or, if any variation is required, with a full explanation and amended project description and budget, which must receive approval from JCD.
- Where a project involves working with vulnerable persons, those having contact with them must work in accordance with JCD’s Safeguarding Policy or have and appropriate equivalent policy in place.
- JCD reserves the right to seek and be granted more detailed information about expenditure, audit trails and other matters relevant to the project and the application of charitable funds in accordance with this policy, whether due to the size of the project, its complexity or novelty, the identity of the beneficiary organisation or for any other reason determined by the trustees in their absolute discretion. Beneficiary organisations will be expected to furnish the JCD with any requested information as a condition of (continued) funding.
- All assurances, undertakings, budgets, monitoring and evaluation must be in writing and recorded appropriately.
- Any beneficiary organisation will be expected to assist the trustees of JCD in applying this and any other relevant policies, including by providing all information requested from time to time, irrespective of the reporting or other regulatory or compliance obligations inherent in local laws, in recognition of the trustees’ duties under the law of England and Wales.Adherence to this and any other relevant policies will be a condition of funding.
- This policy will be kept under review by the trustees of JCD as part of the charity’s general risk management audit.