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2020-08-31-accounts

Annual Trustees Report for Financial Year 2019/20

31 August 2020

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Trustees Report for the year ended 31[st] August 2020

The Trustees present their report along with the accounts of the charity for the year ended 31[st] August 2020. The accounts have been prepared in accordance with the UBMS accounting policies and comply with the applicable law and the requirements of the Charities Act 1993, as amended by the Charities Act 2011, and the trust deed. The Trustees have adopted a receipts and payments accounting method.

Reference and Administrative Information

Charity Name: Union of British Messianic Synagogues (‘UBMS’)

Charity Registration Number: 1116974

Principal Office:

c/o Adat Yeshua Messianic Synagogue Essex Street Norwich Norfolk NR2 2BL

Board of Trustees:

Lenka Carbonell Marvan (Interim Chair) Rabbi Brian Sabey Jonathan Marlow Antonia Baiao

Bank:

HSBC, 21 Meridian Way, Meridian Business Park, Norwich, NR7 0TA

Constitution and Objects

The Union of British Messianic Synagogues (UBMS) is constituted under a deed of trust established in 2006 and is a registered charity No. 1116974.

The principal objects of the UBMS are to provide leadership, training and accountability structures for its affiliated synagogues, to act as an employer to the Rabbis appointed to the leadership of these synagogues and to promote Messianic Judaism in the spheres of public worship, religious, educational, social, cultural and charitable activities.

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Structure, governance and management

The UBMS's governing document is its constitution set out in the Trust Deed, which is reviewed periodically. The Trustees of the charity normally meet officially three times a year and liaise frequently to review the operational and financial activities of the UBMS. Two of the trustees are also members of the Charity’s Executive Team, which makes all significant operational decisions for the running of the Union. The Executive Team meets four times a year, it’s President is Rabbi Binyamin Sheldrake and is chaired by Rebbetzin Avigayil Sabey.

External affiliations

The UBMS provides oversight to its affiliates, namely Adat Yeshua Messianic Synagogue, Norwich, Zera Avraham Messianic Synagogue, Coulsdon and a small community in Wales. Each affiliate synagogue operates as an independent charity registered with the Charities Commission.

The UBMS is an establishing member of the Union of Messianic Synagogues (UMS), to which currently no membership fees are paid.

Achievement of objectives and review of activities

The UBMS objectives for the benefit of the public are set in the charity’s Trust Deed and are summarised below:

The UBMS objectives are set to reflect its faith and community aims. Each year the Trustees review the objectives and activities of the charity to ensure they continue to reflect those aims. In carrying out this review the Trustees have considered the Charity Commission’s guidance on public benefit and in particular its supplementary public guidance on the advancement of religion for the public benefit.

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Conferences in 2019/20

The UBMS was able to organise a Leaders weekend in February 2020 which was attended by the Rabbis, synagogue leaders and prospective leaders from the all UK congregations and also from abroad (Ukraine, Romania and Finland). The event was held at the synagogue in Norwich and provided the attendees with the opportunity to share and learn from each other, but also to spend free time together to socialise and build relationships.

As each year, the UBMS prepared for its annual weekend conference planned for May 2020. Unfortunately, the conference had to be cancelled due to the Covid-19 epidemic and the UK Government lockdown requirements.

Our experience shows that physical conferences not only help to build strong community relationships and educate visitors about various aspects of Messianic Judaism (such as theology and application of Messianic Jewish lifestyle), they are also a main source of programme funding through the offering and donation collections. As result, the donations received in 2019/20 were lower than in previous years.

Outreach

The UBMS also continued to develop relationships with congregations across Europe and across the world. The UBMS visited the newly established Messianic community in Turku, Finland, but visits to Malta and Ukraine planned for 2020 had to be cancelled due to the travel restrictions imposed by Covid-19.

During the pandemic period, the outreach work of the Union continued largely online, with new contacts and relationships forged with communities in India, Kenya and Guatemala.

Due to Covid-19 this has been through virtual meetings as trips planned for Summer 2020 had to be cancelled. All of these leaders however were able to join us for the Leader’s conference in February 2020.

Beth Din

The UBMS operates a Beth Din which meets regularly to discuss Messianic Jewish Halacha, which applies to the affiliate synagogues.

Teaching and Education

Only ordained rabbis and authorised leaders can teach or preach within the UBMS structure. This safeguards the access to our congregants and protects against harmful influences. The year saw an increase in the talents and abilities of the rabbis and affiliated leadership to teach and preach at public events and in the synagogues. During 2019/20, the Union Rabbis worked to develop a new Rabbinic Internship Training programme in order to

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educate and prepare new generation of Rabbis, with the training planned to start in 2020/21.

The Gateway to Messianic Judaism programme which is used to educate those in our synagogues through the leaders and Rabbis has been updated and revised. The UBMS has continued with supporting the Finish community in its Gateway training programme, providing conversion and core vision to the trainees.

Development Plan

We are in the third year of the UBMS 3-year plan. We continue to review all policies, especially focussing on those policies that are outward facing and dealing with vulnerability, as well as reviewing and renewing all time-constrained policies. A handful of new policies were added to the Handbook as required by law or as a result of strategic planning needs.

Plans for the future

Within each of the UBMS’s main categories the following are the short and medium-term goals:

Financial review

The main sources of income for the Charity are voluntary donations and synagogue subscription fees. The Charity (which acts as employer for the Rabbis of the member synagogues) also recharges the salary costs to the individual synagogues.

The salary income and expenditure form a significant proportion of the Charity’s annual financial inflows and outflows. During 2019/20, the salary-related income was 89% of all income (£60,137 out of total £67,328), and the salary-related expenditure formed 90% of all financial outcomes (£60,376 out of total £66,924).

The charity received £1,882 in gifts and donations (compared to £3,178 in prior year). The decline was caused by cancellation of the annual conference, which is the main source of gifts and donations for the Union.

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The Statement of Financial Activities for the year to 31 August 2020 is set out in an attached document. It shows an operating surplus of £404. This compares with the surplus of £4,163 in the prior year.

Reserves policy

The reserves of the Charity should be held at £2,000 at any one point, if possible. The Charity has complied with the policy throughout the year. The Charity had no funds in deficit during the year.

The Charity currently makes no use of restricted funds.

Risk Management

The UBMS Executive Team have examined the major strategic, business and operational risks faced by the UBMS and confirm that systems are in place, or arrangements have been established, to manage risks that have been identified. Appropriate DBS checks, supported by appropriate safeguarding policies, are made for those who work with children or vulnerable groups at UBMS events.

The UBMS is covered by Public Liability Insurance and appropriate Buildings and Contents insurance at the current HQ in Norwich.

This report was approved by the Trustees on 28 June 2021 and signed on its behalf by

…………………….………………………………………. Lenka Carbonell Marvan (Chair)

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UNION OF BRITISH MESSIANIC SYNAGOGUES

(Charity no. 1116974)

Receipts and payments accounts

For the period: 1 Sept 2019 - 31 August 2020

----- Start of picture text -----
Section A Receipts and payments
Unrestricted Restricted Endowment
Total funds Last year
funds funds funds
to the nearest
to the nearest £ to the nearest £ to the nearest £ to the nearest £
£
A1 Receipts
Salaries 60,137 0 0 60,137 62,978
Gifts received 1,882 0 0 1,882 3,178
Other Income 2,293 0 0 2,293 11,746
Subscriptions & Mentoring 3,010 0 0 3,010 3,262
Interest received 6 0 0 6 7
Sub total 67,328 0 0 67,328 81,171
A2 Asset and investment
sales
0 0 0 0 0
Sub total 0 0 0 0 0
Total receipts 67,328 0 0 67,328 81,171
A3 Payments
Salaries 60,376 0 0 60,376 62,851
Travels 3,143 0 0 3,143 2,442
Administrative Costs 1,431 0 0 1,431 1,162
Conference costs 1,700 0 0 1,700 10,365
Miscellaneous Expenses 244 0 0 244 114
Bank charges 30 0 0 30 75
Gifts (given) 0 0 0 0 0
Sub total 66,924 0 0 66,924 77,009
A4 Asset and investment
purchases
0 0 0 0 0
Sub total 0 0 0 0 0
Total payments 66,924 0 0 66,924 77,009
Net of receipts/(payments) 404 0 0 404 4,163
A5 Transfers between funds 0 0 0 0
A6 Cash funds last year end 12,349 0 0 12,349 8,186
Cash funds this year end 12,753 0 0 12,753 12,349
----- End of picture text -----

Union of British Messianic Synagogues 2019/20

Section B Statement of assets and liabilities at the end of the period

Categories
B1 Cash funds
B2 Other monetary
assets
B3 Investment assets
B4 Assets retained for
the charity’s own use
Signed on behalf of all the
trustees
B5 Liabilities		 Barclaycard
Paypal
Accounts Receivable
Details
Cash
Savings account
Current bank account
Details
Total cash funds
(agree balances with receipts and
payments account(s))
Details		 Unrestricte
d funds
to nearest £
305
9,602
3,414
0
-1,092
524
12,753
OK
Unrestricte
d funds
to nearest £		 Restricted
funds
to nearest £
0
0
0
0
0
0
0
OK
Restricted
funds
to nearest £		 Endowment
funds
to nearest £
0
0
0
0
0
0
0
OK
Endowment
funds
to nearest £
0
0
0
Current value
(optional)
0
0
0		 0
0
0
Fund to which
asset belongs		 Cost (optional)
0
0		 0
0
Signature
Details
Details		 Fund to which
asset belongs		 Cost (optional) Current value
(optional)
0
0
0
When due
(optional)
Date of
approval
0
0
0
Fund to which
liability
relates		 Amount due
(optional)
0
0
0
Print Name
Lenka Carbonell Marvan 18 Jun 2021

Union of British Messianic Synagogues 2019/20

Independent examiner's report on the accounts Sertion A Independent Examlnerfs Report Report to the trustees/ members of Union of British Messianic SynagoEues. On accounts lor the year ended Charity no lif any) 31 August 2020 1116974 Set out on pages Respective responsibilities The charity's trustees are ￿spOnSIble for the preparation of the accounts. The of trustees and examiner charity's trustees consider that an audit 15 not required for this year under sectio 144121 of the Charities Act 2011 (the 2011 Act) and that an independent examination is needed. It is my responsibility to.. examine the accounts under section 145 of the 2011 Act,. to follow the procedures laid down in the general Directions given by the Charity Commission Ljnder section 14515llbl of the 2011 Act- and to State whether particular matters have come to my attention. Basis of independent My examination was carried out in accordance with general Direction5 given by the examiner's statement 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 the trustees concerning any such matters. The procedures undertaken do not provide all ihe evidence that would be requifed in an audit, and consequently no opinion is given as to whether the accounts present a 'true ancl fair, view and the report is limited to those matters set out in the statement below. Independent examiner's In connection with my examination, no matter has come to my attention, which statement gives me reasonable cause to believe that in, any material respect, the reqijirements.. to keep accounting records in accordance with section 130 of the Charities Act,. and to prepare accounts which accord with the accounting records and comply with the accounting requirements of the Charities Act have not been met.. or l. to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached. Signed: Date: 29.6.2021 Name: Ing. Iva Pokorna Relevant professional qualificationlsl or body lif any)". Economist

Address: Svatopluka techa Id, Brno. 61200, Czech Republic Section B Disclosure Only complete if the examiner needs to highlight material problems. Give here brief details of any items that the examiner wishes to disclose. No matters for disclosure noted.