| Objectiv | es and | Activ | iti | es | |||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| SORP reference | |||||||||||
| Summary | ofthe purposes | of | -To advance | the education | of pupils | at the | |||||
| the charity as set out | in its | North Cheshire Jewish Primary |
School; | ||||||||
| governing | document | -To advance | the Jewish religion |
through | |||||||
| Jewish education; and |
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| -For such charitable purposes |
(in | ||||||||||
| accordance | with the law of | England | and | ||||||||
| Wales) as shall from time to time | be | ||||||||||
| determined | by the trustees | acting | by | a | |||||||
| ma'crit | |||||||||||
| . | |||||||||||
| Summary activities |
ofthe main in relation to those |
Para 1.17and 1.19 |
Providing grants to North Cheshire Jewish Primary School to assist with the |
||||||||
| purposes | for the public | advancement | ofeducation. | ||||||||
| benefit, in particular, |
the | ||||||||||
| activities, | projects or | ||||||||||
| services identified in |
the | ||||||||||
| accounts. | |||||||||||
| Statement | confirming | Para 1.18 | When planning activities, the trustees have |
||||||||
| whether the trustees | have | had regard to the Charity Commission | |||||||||
| had regard to the guidance | guidance on |
public benefit, | and | in particular | |||||||
| issued by | the Charity | the specific | guidance on the advancement |
||||||||
| Commission on public |
of religion and the advancement | of | |||||||||
| benefit | education. | ||||||||||
| Additional | information (optional) |
||||||||||
| You ma choose to include |
further statements | where relevant about: |
|||||||||
| SORP reference | |||||||||||
| Para 1.38 | |||||||||||
| Policy on | grant making | ||||||||||
| Para 1.38 | |||||||||||
| Policy on | social investment | ||||||||||
| including | program related |
||||||||||
| investment | |||||||||||
| Para 1.38 |
| Achievements and Per |
formance | |||
|---|---|---|---|---|
| SORP reference | ||||
| Fundraising | to raise | money to | ||
| spend in accordance |
with the | |||
| Summary ofthe main achievements ofthe charity, |
Para 1.20 | objectives Providing |
ofthe charity. grants to North Cheshire |
|
| identifying the difference the |
Jewish Primary School to assist | |||
| charity's work has made to |
with the advancement | ofeducation. | ||
| the circumstances of its |
||||
| beneficiaries and any wider |
||||
| benefits to society as a | ||||
| whole. |
| Achievements against |
Para 1.41 |
|---|---|
| objectives set | |
| Performance offundraising activities against objectives |
Para 1.41 |
| set | |
| Investment performance |
Para 1.41 |
| against objectives | |
| Other |
| Financial Review |
|||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Review ofthe charity's financial position at the |
end | Para 1.21 | During the year the charity has raised f111,898via fundraising events and |
||||||||
| ofthe period | donations, | and received | legacies | ofE2,000. | |||||||
| This has | allowed the | charity to provide | |||||||||
| funding | off115,000to | North Cheshire | |||||||||
| Jewish Primary School | in pursuant | with | the | ||||||||
| charitable | ob ectives. | ||||||||||
| Statement explaining the |
Para 1.22 | It is the | policy of | the | Trustees | to aim to | |||||
| policy for holding reserves |
maintain | unrestricted | funds at a level which | ||||||||
| stating why they are held |
covers current and future commitments. | The | |||||||||
| trustees | believe | that | the accumulated |
||||||||
| surplus | in unrestricted | funds is available |
to | ||||||||
| meet any | future commitments. | ||||||||||
| Amount ofreserves held |
Para 1.22 | f71,356 | |||||||||
| Reasons for holding zero | Para 1.22 | ||||||||||
| reserves | |||||||||||
| Details offund materially | in | Para 1.24 | |||||||||
| deficit | |||||||||||
| Explanation ofany |
Para 1.23 | ||||||||||
| uncertainties about the |
|||||||||||
| charity continuing as a going |
|||||||||||
| concern | |||||||||||
| Additional information |
(optional) | ||||||||||
| You ma choose to include |
further statements | where relevant about: |
|||||||||
| The charity's principal sources offunds (including |
Para 1.47 | ||||||||||
| any fundraising) | |||||||||||
| Investment policy and objectives including any |
Para 1.46 | ||||||||||
| social investment policy |
|||||||||||
| adopted | |||||||||||
| A description ofthe principal |
Para 1.46 | ||||||||||
| risks facing the charity | |||||||||||
| Other |
| Description of charity's |
||||||
|---|---|---|---|---|---|---|
| trusts: | ||||||
| Type of governing document |
Para 1.25 | Trust deed | ||||
| trust deed, ro al charter | ||||||
| How is the charity | Para 1.25 | Trust | ||||
| constituted? | ||||||
| (e.g. unincorporated | ||||||
| association, CIO |
||||||
| Trustee selection methods | Para 1.25 | Appointed | by resolution | following | selection | |
| including details ofany |
based on personal | and | professional | |||
| constitutional provisions e.g. |
qualifications. | |||||
| election to post or name of | ||||||
| any person or body entitled | ||||||
| to appoint one or more | ||||||
| trustees |
| Policies and procedures adopted for the induction |
Policies and procedures adopted for the induction |
Para 1.51 |
|---|---|---|
| and training | oftrustees | |
| The charity's organisational structure and any wider |
Para 1.51 | |
| network with |
which the | |
| charity works | ||
| Relationship | with any related | Para 1.51 |
| parties | ||
| Other |
| Charit | name | The North Cheshire Jewish | Prima | School Trust | ||
|---|---|---|---|---|---|---|
| Other name the charit | uses | |||||
| Re istered charit | number | 1140801 | ||||
| Charity's | principal | address | St Ann's Road North | |||
| Heald Green | ||||||
| Cheadle | ||||||
| SK84RZ |
| mes | ofthe charity trust | ees who manage | the charity | ||
|---|---|---|---|---|---|
| Trustee name | Office (ifany) | Dates acted ifnot for whole year |
Name ofperson (or body) entitled to appoint trustee ifan |
||
| Mrs Ginette | |||||
| Esterkin | |||||
| 2 | Mr Philip Hodari | ||||
| 3 | Mr Andrew Joseph | ||||
| 4 | |||||
| 5 | |||||
| 6 | |||||
| 7 | |||||
| 8 | |||||
| 9 | |||||
| 10 | |||||
| 11 | |||||
| 12 | |||||
| 13 | |||||
| 14 | |||||
| 15 | |||||
| 16 | |||||
| 17 | |||||
| 18 | |||||
| 19 | |||||
| 20 |
| Funds held as custodian | Funds held as custodian | trustees on behalf ofothers |
|---|---|---|
| Description ofthe assets |
||
| held in this capacity |
||
| Name and objects ofthe | ||
| charity on whose behalf | the | |
| assets are held and how | this | |
| falls within the custodian | ||
| charity's objects | ||
| Details ofarrangements | for | |
| safe custody and | ||
| segregation ofsuch assets |
||
| from the charity's own |
||
| assets |
| The | North Cheshire | Jewish Primary | School Trust | 1140801 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Receipts and payments | accounts | CC&ea | |||||||||||
| For the period from |
06.04.20 | To | 05.04.21 | ||||||||||
| ' | |||||||||||||
| ~ | ~ | . | ~ | ~ | |||||||||
| Unrestricted funds |
Restricted funds |
Endowment funds |
Total | funds | Last year | ||||||||
| to the nearest 6 |
to the nearest 6 | to the nearest 6 | to the | nearest 6 | to the nearest 6 | ||||||||
| A1 Receipts | |||||||||||||
| Donations received |
110,226 | 110,226 | 100,487 | ||||||||||
| GiR aid received | 1,672 | 1,672 | 4,841 | ||||||||||
| Interest | |||||||||||||
| Legacies | 2,000 | 2,000 | 2,004 | ||||||||||
| Sub total(Gross income for AR) |
113,898 | 113,898 | 107,332 | ||||||||||
| A2 Asset and | investment | sales | |||||||||||
| (see table). | |||||||||||||
| Sub total | |||||||||||||
| Total | receipts | 113,898 | - | - | 113,898 | 107,332 | |||||||
| A3 Payments | |||||||||||||
| Grants made | 115,000 | 115,000 | 53,500 | ||||||||||
| Sub total | 115,000 | 115,000 | 53,500 | ||||||||||
| A4 Asset and | investment | ||||||||||||
| purchases, | (see table) | ||||||||||||
| Sub total | |||||||||||||
| r inpv | |||||||||||||
| Net ofreceiptsl(payments) | 1,102 | 1,102 | 53,832 | ||||||||||
| A5 Transfers | between funds | ||||||||||||
| A6 Cash funds last year | end | 72,458 | 72,458 | 18,626 | |||||||||
| Cash | funds this | year | end | 71,356 | 71,356 | 72,458 |
| ~, ~ | ~ | ~ | ~ | ~ | ~ | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Unrestricted | Restricted | Endowment | ||||||||||||
| Categories | Details | funds | funds | funds | ||||||||||
| to nearest 6 | to | neareat 6 | to neamat f. | |||||||||||
| 61Cash | funds | Bank balance | 71,356 | |||||||||||
| Total cash funds | 71,356 | |||||||||||||
| (agree balances | with receipts and payments | |||||||||||||
| acccunt(s)) | OK | OK | OK | |||||||||||
| Unrestricted | Restricted | Endowment | ||||||||||||
| funds | funds | funds | ||||||||||||
| Details | to nearest 6 | to | nearest 6 | to nearest 6 | ||||||||||
| 62 Other | monetary assets | |||||||||||||
| Details | Fund asset |
to which baton e |
Co | (o | lo | ) | Current value o ional |
|||||||
| 63Investment | assets | |||||||||||||
| Details | Fund asset |
to which balan e |
0 | 1 | ( | ti | i) | Current value o tional |
||||||
| 64Assets retained for | the | |||||||||||||
| charity's | own | use | ||||||||||||
| Fund | to | which | Amount | due | When due | |||||||||
| Details | sable | relates | o | tional | o tonal |
|||||||||
| 65 Liabilities | ||||||||||||||
| Signed by one or two trustees behalf of all the trustees |
on | Signature | Name | Date of approval |
||||||||||
| Andrew | Joseph | 31/01/2022 | ||||||||||||
| Ginette | Esterkin | 31/01/2022 |