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2024-12-31-accounts

Charity number: 1105859

Catford & Bromley Synagogue Trust

Trustees' report and financial statements for the year ended 31st December 2024

Catford & Bromley Synagogue Trust

Contents

Page
Legal and administrative information 1
Trustees report 2 - 5
Independent examiners' report 6
Statement of financial activities 7
Balance sheet 8
Notes to the financial statements 9 - 13

Catford & Bromley Synagogue Trust

Legal and administrative information

Charity number 1105859
Business address 6 Crantock Road
Catford
London
SE6 2QS
Trustees I Jacobs (Chair)
I Schlazer
J Franks
C Abrahams
Accountants Kleinman Graham
2nd Floor, Unicorn House
Station Close
Potters Bar
Hertfordshire EN6 1TL
Bankers Metro Bank
76/77 High Street
Bromley
Kent BR1 1EG

Page 1

Catford & Bromley Synagogue Trust

Report of the trustees

for the year ended 31st December 2024

The trustees present their report and the financial statements for the year ended 31st December 2024. The trustees who served during the year and up to the date of this report are set out on page 1.

Structure, governance and management

The Catford & Bromley Synagogue Trust was established by Trust Deed dated 23th June 2004 by Messrs Maurice Springer, Samuel Hindin, John Wayne and Joseph Burchell acting on behalf of the members of Catford & Bromley Synagogue and is a registered charity No. 1105859.

The persons who are trustees of the charity at any particular time have the power at that time to appoint new or additional trustees.

A Board of Management administers the charity. The members of the Synagogue elect the members of the Board every two years.

In their report for the year ended December 31, 2019 the trustees explained how it had come about that there were (and still are) two charitable trusts affecting the Catford Synagogue namely (1) the Catford & Bromley Synagogue Trust, the registered charity and (2) the Catford Synagogue Trust, the unregistered charity. Readers are invited to refer to the previous report if they wish to be reminded of the position.

Meetings

The Trustees have met seven times since the last AGM, together with meetings to sign various documents. Because Ian now lives in Radlett, all Trustees' meetings have taken place over Zoom. In addition, the Trustees (apart from Ian who was on zoom) very recently met in person with Patrick McGee, who was the Independent Financial Advisor (IFA) employed by the late Marie Howes, see below under 'Legacy'.

Following the 2024 AGM and the election of Neil Abrahams as Financial Representative (FR), it was agreed that both the chairman, Eddy Arram, and the FR should be invited to Trustees' meeting, unless inappropriate for exceptional circumstances. Steven Landes was also included, as he had expressed readiness to become a Trustee once Ian Schlazer retired, which will be as soon as various actions have been completed. All three extra attenders have made valuable contributions to the meetings.

Objectives and activities

The object of the charity is to promote the Jewish religion by all or any of the following:

Page 2

Catford & Bromley Synagogue Trust

Report of the trustees for the year ended 31st December 2024

Achievements and performance

Number 6 Crantock Road (the synagogue land)

As previously reported, title to the land was held by the old 1953 trust. It needed to be transferred to the Trustees of the 2004 trust in order that (inter-alia) a lease of the electricity substation could be granted. This involved negotiations with the United Synagogue (US), who eventually agreed on the condition that, if in the future the registered charity is wound up, all assets will become the property of the US. In accordance with the trust deed, in the event the charity is wound up all net assets must go to a similar charity anyway and the US is such a similar charity.

Electricity substation

The original lease having come to an end and the registered trust having become titled owners of the synagogue land we were able to grant a new lease at a higher rent. The rent has now been increased to £500 pa, and the London Power Network has paid that, together with some back payment, which was accrued during the negotiations with the US. The rent increases in accordance with inflation during the term of the lease.

No 1 Crantock Road

Neither of the trusts (on the face of it) had any title to this property. Throughout this and previous years Isaac has been negotiating with the US for them to recognise that the house was purchased with our synagogue members' money and that any loan involved had long ago been paid back, therefore it belongs to us. He finally achieved agreement that the US would transfer the title of the Property to the Trust. On May 19, 2025 the Trustees were informed by the US solicitor that the US had executed the transfer of the property to the Trustees and that the transfer and other necessary documents had been sent to the Land Registry for registration of title under the Trustees' names. This has been a massive piece of work by Isaac, which would have cost us a great deal if we'd had to pay legal fees to someone else.

Note that the US has stipulated the condition that the Trust won't be able to sell the house without their agreement, which condition in any event always applied to number 6 Crantock Rd.

Official ownership of the house will enable us to apply for grants, e.g. for insulation and act as the owners in all respects.

Winding up the old (1953) Trust.

With the transfer of all the real property to the 2004 trust, as set out above, there is no need for the old 1953 Trust to continue. Accordingly, and with the consent of the Charities Commission, the trustees of the 1953 trust will pass a resolution transferring all assets to the 2004 trust and will then wind up the 1953 trust. The 2004 Trust will continue as legal owner of all the assets.

Youth Club

This is run by a separate registered charity, the Catford and Bromley Synagogue Youth Club. It is therefore necessary to have an Agreement between the two Trusts in order that the Youth Club can use the Clubhouse. The Trustees are very pleased that a Youth Leader, Lior Mizrachi, has been found and hope that the Agreement can be finalised soon. We also recommend that the Youth Club Trust should appoint a third trustee.

Legacy

In March 2025 the Trustees were informed by the executors of her estate that Mrs Marie Howes, a member of the Shul who died last autumn, had left a substantial legacy to the Shul in cash and investments. We have since been in communication with the Executors and their solicitors. We have also met with Marie's IFA, Patrick McGee, and have appointed him to help deal with the investments. Isaac will explain details of the legacy at the Shul AGM. The legacy requested that the Shul holds a Memorial Service for Mrs Howes, which we plan to do following the stone-setting.

The Trustees agree that this windfall must be used to invest in the future of the Shul and the Community. The urgent need to reduce the current annual deficit remains.

.

Page 3

Catford & Bromley Synagogue Trust

Report of the trustees for the year ended 31st December 2024

Financial review

The Charity's income and expenditure for the year and the financial position at the end of the year are as disclosed in the attached financial statements. The Trustees are very concerned that the Shul had an annual deficit for the financial year ending December 2024 of more than £45,000, following a deficit of more than £33,000 for 2023. A Finance sub-committee has been appointed which is urgently looking at ways to reduce the deficit by increasing income and reducing costs.

Reserves policy

The trustees are mindful that they need to reserve sufficient funds to ensure the charity's principle assets, the Synagogue and the Minister's residence, are kept in good order.

Investment policy

The trust deed contains no restrictions on the powers of the trustees to invest. However, as a charity, the Trust may only invest in what are in law "qualifying investments".

Section 558 Income Tax Act 2007 lists the 12 types of investments that are accepted as qualifying investments. These can be summarised under 8 bullet points as follows:

Risk management

The major risk to which the charity is exposed, as identified by the trustees, have been reviewed and systems established to mitigate those risks.

Health and safety

The charity is also aware that laws and regulations relating to health and safety are subject to constant change and it is necessary to keep a reserve to be able to meet any new rules as and when they are introduced.

Page 4

Catford & Bromley Synagogue Trust

Report of the trustees for the year ended 31st December 2024

Statement of trustees' responsibilities

The trustees are responsible for preparing the Trustees' Annual Report and the financial statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice).

Law applicable to charities in England and Wales requires the trustees to prepare financial statements for each financial year which give a true and fair view of charity and of the incoming resources and application of resources of the charity for that year. In preparing these financial statements the trustees are required to:

The trustees are responsible for keeping proper accounting records which disclose with reasonable accuracy at any time the financial position of the charity and enable them to ensure that the financial statements comply with the Charities Act 2011 and the Charity (Accounts and Reports) Regulations 2016. They are also responsible for safeguarding the assets of the charity and hence for taking reasonable steps for the prevention and detection of fraud and other

On behalf of the board

............................................

28th May 2025

Page 5

Catford & Bromley Synagogue Trust

Independent examiner's report to the trustees on the unaudited financial statements of Catford & Bromley Synagogue Trust.

I report on the accounts of Catford & Bromley Synagogue Trust for the year ended 31st December 2024 set out on pages 2 to 13.

Respective responsibilities of trustees and independent examiner

As the charity's trustees you are responsible for the preparation of the accounts. The charity trustees consider that an audit is not required this year under section 145 of the 2011 Act and that an independent examination is needed. It is my responsibility to examine the accounts, to follow the procedures laid down in the General Directions given by the Charity Commission and to state whether particular matters have come to my attention.

Basis of independent examiner's statement

My examination was carried out in accordance with the General Directions given by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from you as trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit and consequently no opinion is given as to whether the accounts present a 'true and fair view' and the report is limited to those matters set out in the statement below.

Independent examiner's statement

In connection with my examination, no matter has come to my attention:

(i) which gives me reasonable cause to believe that in any material respect the requirements:

have not been met; or

...........................................................

Paul Kleinman

FCA

Independent examiner

For and on behalf of Kleinman Graham Chartered Accountants

Page 6

Catford & Bromley Synagogue Trust

Statement of financial activities

For the year ended 31st December 2024

Unrestricted
Restricted
funds
funds
Notes
£
£
Incoming resources
Incoming resources from generating funds:
Voluntary income
2
113,320
-
Investment income
3
1,666
-
Total incoming resources
114,986
-
Resources expended
Costs of generating funds:
Cost of generating voluntary income
4
128,636
-
Governance costs
5
32,027
-
Total resources expended
160,663
-
Net income/(expenditure) for the year
)
(45,677
-
Total funds brought forward
214,666
10,989
Total funds carried forward
168,989
10,989
2024
Total
£
113,320
1,666
114,986
128,636
32,027
160,663
)
(45,677
225,655
179,978
2023
Total
£
110,507
1,054
111,561
128,141
17,067
145,208
)
(33,647
259,306
225,659

The notes on pages 9 to 13 form an integral part of these financial statements.

Page 7

Catford & Bromley Synagogue Trust

Balance sheet

as at 31st December 2024

Notes
Fixed assets
Tangible assets
9
Current assets
Debtors
10
Cash at bank and in hand
Creditors: amounts falling
due within one year
11
Net current assets
Net assets
Funds
Restricted income funds
Unrestricted income funds
Total funds
2024
£
£
52,928
43,368
108,457
151,825
)
(24,775
127,050
179,978
10,989
168,989
179,978
2023
£
£
55,264
24,542
162,320
186,862
)
(16,464
170,398
225,662
10,989
214,665
225,654
2023
£
£
55,264
24,542
162,320
186,862
)
(16,464
170,398
225,662
10,989
214,665
225,654
225,662
10,989
214,665
225,654

The financial statements were approved by the trustees on 28th May 2025 and signed on its behalf by

................................................

Trustee

The notes on pages 9 to 13 form an integral part of these financial statements.

Page 8

Catford & Bromley Synagogue Trust

Notes to financial statements for the year ended 31st December 2024

1. Accounting policies

The principal accounting policies are summarised below. The accounting policies have been applied consistently throughout the year and the preceding year.

1.1. Basis of accounting

The financial statements are prepared under the historical cost convention and in accordance with the Statement of Recommended Practice 'Accounting and Reporting by Charities' effective January 2015 (SORP 2015)

1.2. Incoming resources

All incoming resources are included in the statement of financial activities when the charity is entitled to the income and the amount can be quantified with reasonable accuracy. The following specific policies are applied to particular categories of income:

Voluntary income is received by way of grants, donations and gifts and is included in full in the statement of financial activities when receivable. Grants where entitlement is not conditional on the delivery of a specific performance by the charity, are recognised when the charity becomes unconditionally entitled to the grant.

Donated services and facilities are included at the value to the charity where this can be quantified. The value of services provided by volunteers has not been included.

Gifts donated for resale are included as incoming resources within activities for generating funds when they are sold.

Grants, including grants for the purchase of fixed assets, are recognised in full in the statement of financial activities in the year in which they are receivable.

Income from investments is included in the year in which it is receivable.

1.3. Resources expended

Expenditure is recognised on an accrual basis as a liability is incurred. Expenditure includes any VAT which cannot be fully recovered, and is reported as part of the expenditure to which it relates.

Costs of generating funds comprise the costs associated with attracting voluntary income and the costs of trading for fundraising purposes including the charity's shop.

Charitable expenditure comprises those costs incurred by the charity in the delivery of its activities and services for its beneficiaries. It includes both costs that can be allocated directly to such activities and those costs of an indirect nature necessary to support them.

Support costs are those costs incurred directly in support of expenditure on the objects of the charity and include project management.

1.4. Tangible fixed assets and depreciation

Tangible fixed assets are stated at cost less accumulated depreciation. Depreciation is provided at rates calculated to write off the cost less residual value of each asset over its expected useful life, as follows:

Page 9

Catford & Bromley Synagogue Trust

Notes to financial statements

for the year ended 31st December 2024

1.5. Defined contribution pension schemes

The pension costs charged in the financial statements represent the contribution payable by the charity during the year.

2. Voluntary income

Unrestricted
funds
£
Contributions
67,716
Gift aid claims
18,497
Offerings
2,194
Kol Nidre Appeal
2,525
Hire of hall
5,750
Miscellaneous income
8,879
Grants receivable
7,759
113,320
2024
Total
£
67,716
18,497
2,194
2,525
5,750
8,879
7,759
113,320
2023
Total
£
64,603
16,058
4,422
4,145
-
16,491
4,788
110,507
3.
Investment income
Unrestricted
funds
£
Bank interest receivable
1,666
Other interest receivable
-
1,666
4.
Cost of generating voluntary income
Unrestricted
funds
£
Donations
996
Administration and general expenses
127,640
128,636
2024
Total
£
1,666
-
1,666
2024
Total
£
996
127,640
128,636
2023
Total
£
1,047
7
1,054
2023
Total
£
2,118
126,023
128,141

Page 10

Catford & Bromley Synagogue Trust

Notes to financial statements

for the year ended 31st December 2024

5. Governance costs

Unrestricted
funds
£
Office expenses - Other
-
Administrator's costs
5,774
Accountancy and independent examiner's fees
3,388
Bookkeeping
8,565
Legal and professional
9,106
Printing, postage and stationery
3,139
Telephone
769
I T expenses
649
Sundry expenses
637
32,027
2024
Total
£
-
5,774
3,388
8,565
9,106
3,139
769
649
637
32,027
2023
Total
£
)
(2
1,789
3,319
6,164
-
3,735
766
85
1,211
17,067

6. Analysis of support costs

Governance
costs
£
Staff costs
5,774
Accountancy charges
11,953
Legal and professional fees
9,106
Communication and information technology
3,139
Other office expenses
1,418
Other expenses
637
32,027
2024
Total
£
5,774
11,953
9,106
3,139
1,418
637
32,027
2023
Total
£
1,789
9,483
-
3,735
851
1,211
17,069

Page 11

Catford & Bromley Synagogue Trust

Notes to financial statements for the year ended 31st December 2024

7.
Employees
Employment costs
Wages and salaries
Pension costs
Other costs
2024
£
44,799
1,459
3,598
49,856
2023
£
31,316
1,432
3,025
35,773

No employee received emoluments of more than £60,000 (2023 : None). In addition to his salary, the minister is provided with full time accommodation.

Number of employees

The average monthly numbers of employees (including the trustees) during the year, calculated on the basis of full time equivalents, was as follows:


Full time
Part time
2024
Number

1
3
4
2023
Number
1
3
4

8. Pension costs

The charity operates a defined contribution pension scheme in respect of the minister. The scheme and its assets are held by independent managers. The pension charge represents contributions due from the charity and was as follows:

follows:
2024 2023
£ £
Pension charge 1,459 1,432

Page 12

Catford & Bromley Synagogue Trust

Notes to financial statements for the year ended 31st December 2024

Land and
Long
Fixtures,
9.
Tangible fixed assets
buildings
leasehold fittings and
freehold
property
equipment
£
£
£
Cost
At 1st January 2024
46,057
55,746
50,492
Additions
-
-
1,160
At 31st December 2024
46,057
55,746
51,652
Depreciation
At 1st January 2024
-
51,221
45,810
Charge for the year
-
2,036
1,460
At 31st December 2024
-
53,257
47,270
Net book values
At 31st December 2024
46,057
2,489
4,382
At 31st December 2023
46,057
4,525
4,682
10.
Debtors
2024
£
Trade debtors
14,202
Other debtors
29,166
43,368
11.
Creditors: amounts falling due
within one year
2024
£
Other creditors
19,723
Accruals and deferred income
5,052
24,775
Total
£
152,295
1,160
153,455
97,031
3,496
100,527
52,928
55,264
2023
£
16,627
7,915
24,542
2023
£
11,387
5,077
16,464

Page 13

Catford & Bromley Synagogue Trust

The following pages do not form part of the statutory accounts.

Catford & Bromley Synagogue Trust

Detailed statement of financial activities

For the year ended 31st December 2024

Incoming resources
Incoming resources from generating funds:
Voluntary income
Contributions
Gift aid claims
Offerings
Kol Nidre Appeal
Hire of hall
Miscellaneous income
Grants receivable
Investment income
Bank interest receivable
Other interest receivable
Total incoming resources from generating funds
Total incoming resources
Resources expended
Costs of generating funds:
Cost of generating voluntary income
Donations
Donations
2024
£
£
67,716
18,497
2,194
2,525
5,750
8,879
7,759
113,320
1,666
-
1,666
114,986
114,986
996
996
2023
£
£
64,603
16,058
4,422
4,145
-
16,491
4,788
110,507
1,047
7
1,054
111,561
111,561
2,118
2,118
2023
£
£
64,603
16,058
4,422
4,145
-
16,491
4,788
110,507
1,047
7
1,054
111,561
111,561
2,118
2,118
110,507
1,047
7
1,054
111,561
111,561
2,118

Page 15

Catford & Bromley Synagogue Trust

Detailed statement of financial activities

For the year ended 31st December 2024

Administration and general expenses
Minister's remuneration and NI
Pension costs
Officiant expenses
Council tax and water rates
Light and heat
Repairs and maintenance
Caretaker's salary
Insurance
Depreciation
Advertising
United Synagogue payover
Cost of religious education
Other religious related costs
Kiddushim and food
Security
Total cost of generating voluntary income
Fundraising trading:
cost of goods sold and other costs
Total costs of generating funds
39,025
1,459
3,598
3,122
7,524
15,898
18,199
5,290
3,496
299
5,650
9,116
325
3,273
11,366
127,640
128,636
128,636
29,527
1,432
3,025
2,663
8,066
34,464
16,145
5,358
3,596
200
5,750
5,626
300
3,318
6,553
126,023
128,141
128,141

Page 16

Catford & Bromley Synagogue Trust

Detailed statement of financial activities

For the year ended 31st December 2024

2024 2024 2023 2023
£ £
Charitable activities
Governance costs
Activities undertaken directly
Office expenses - Other (3 ) (2 )
(3 ) (2 )
Support costs
Administrator's costs 5,774 1,789
Accountancy and independent examiner's fees 3,388 3,319
Bookkeeping 8,565 6,164
Legal and professional 9,106 -
Printing, postage and stationery 3,139 3,735
Telephone 769 766
I T expenses 649 85
Sundry expenses 637 1,211
32,027 17,069
Total governance costs 32,024 17,067
Net incoming/(outgoing) resources for the year (45,674 ) (33,647 )

Page 17