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2020-09-30-accounts

Charity No: 1173655

BETH HAMIDRASH HAGADOL SYNAGOGUE, LEEDS

ACCOUNTS for the year ended 30 September 2020

BETH HAMIDRASH HAGADOL SYNAGOGUE, LEEDS

ACCOUNTS for the year ended 30 September 2020

CONTENTS
STATUTORY ACCOUNTS
1 to 3 ANNUAL REPORT OF THE TRUSTEES
4 INDEPENDENT EXAMINER'S REPORT ON THE ACCOUNTS
5 STATEMENT OF FINANCIAL ACTIVITIES
6 BALANCE SHEET
7 ACCOUNTING POLICIES
8 to 11 NOTES TO THE FINANCIAL STATEMENTS

Page 1

BETH HAMIDRASH HAGADOL SYNAGOGUE, LEEDS

ANNUAL REPORT OF THE TRUSTEES

for the year ended 30 September 2020

The trustees present their report and the financial statements of the charity for the year ended 30 September 2020.

REFERENCE AND ADMINISTRATION DETAILS

Name:

The name of the charity is Beth Hamidrash Hagadol Synagogue, Leeds.

Address:

The address of the charity is 399 Street Lane, Leeds, LS8 6HQ.

Trustees:

At the time of this report the trustees were -

Mr M.R. Eaton Mr D. Jacobs Mr S. Myerson Mr L.L. Davidson

Custodial Trustees:

Mr G. Eastman Mrs R. Peters Mr A. I Taylor

Chief Executive Officer:

The day to day management of the charity is delegated by the trustees to the Chief Executive officer, Deborah Selwyn

Bankers:

HSBC, 33 Park Row, Leeds, LS1 1LD.

Independent examiner

Mr M. Winburn Chartered Accountant 6 Queen Street, Leeds LS1 2TW

STRUCTURE, GOVERNANCE AND MANAGEMENT

The charity, a Charitable Incorporated Organisation (CIO) is governed by its Articles and constitution.

The management of the congregation is vested in the trustees and the council. The trustees and most of the council are elected by the members at the Annual General Meeting. The council appoints the custodial trustees.

The charity has a wholly owned subsidiary company, Street Lane Bakery Limited, which operates as a manufacturing baker.

The major risks to which the charity is exposed, as identified by the trustees, have been reviewed and

Page 2

BETH HAMIDRASH HAGADOL SYNAGOGUE, LEEDS

ANNUAL REPORT OF THE TRUSTEES

for the year ended 30 September 2020

systems and/or procedures have been established to manage them.

OBJECTIVES AND ACTIVITIES

The objectives of the charity are to advance the orthdox Jewish religion and faith for the public benefit by all or any of the following means:

to advance the orthodox Jewish religion amongst Jewish people and the general public, in accordance with the doctrines of the orthodox Jewish religion by the celebration of divine services and other religious activities;

to provide and maintain a synagogue for prayer and to further encourage the practice of orthodox Judaism;

to provide for the religious needs and spiritual growth of the members of the synagogue and to establish and maintain such institutions as may be required for this purpose in accordance with traditional orthodox Jewish law;

to do all such other things (consistent with the charitable character of the synagogue) as will further the attainment of the other objects provided always that the activities shall be carried on in accordance with the priniciples of orthodox Jewish law.

The activities of the charity, usually through its Rabbi's and lay preachers include the provision of daily religious services with special arrangments for children

appropriate services for members celebrating marriages, Bar Mitzvahs, and Bat Mitzvahs services for all the festivals and high holy days

learning opportunities for the study of Torah and Jewish values

a burial ground and funeral services for members, none members and their families.

The charity also provides a comprehensive social programme throughout the year, including events for teens and the over sixties, as well as engaging in pastoral care according to members' needs.

ACHIEVEMENTS AND PERFORMANCES

In the furtherance of its objectives the charity owns and administers a synagogue at Street Lane in Leeds where it employs a full complement of clergy and other staff.

Religious services were held there throughout the year under review and a full programme of educational, social and other religious events, many with the assistance of unpaid volunteers, were also arranged.

As an important role, the charity welcomed visits to the synagogue from local schools. This gives pupils of other faiths an insight into the Jewish religion and culture. Through this initiative the charity helps to reduce ignorance and antisemitism in the wider community.

FINANCIAL REVIEW

During the year the charity had a surplus of £60,113 (2019 deficit: £ 32,229) leaving reserves carried forward of £435,908 (2019: £375,795)

Page 3

BETH HAMIDRASH HAGADOL SYNAGOGUE, LEEDS

ANNUAL REPORT OF THE TRUSTEES

for the year ended 30 September 2020

It is the charity's policy to try to maintain unrestricted funds, after deducting the book value of fixed assets at a level which equates to not less than six months' unrestricted expenditure so as to provide sufficient funds to cover normal running costs. It is considered that unrestricted funds were maintained at a reasonable level throughout the year.

The charity is funded principally by voluntary subscriptions and donations and these pay for the staffing and other facilities required to deliver the charity's objectives.

PLANS FOR FUTURE PERIODS

The charity plans to continue to provide the same services and facilities as have been supplied in the past.

TRUSTEES RESPONSIBILITIES

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 the charity's financial activities during the year and of its financial position at the end of the year. In preparing financial statements giving a true and fair view, the trustees are required to:-

The trustees are responsible for keeping proper accounting records which disclose with reasonable accuracy the financial position of the charity and which enable them to ensure that the financial statements comply with the Charities Act 1993. 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 irregularities.

APPROVED BY THE TRUSTEES and signed on their behalf on 13 April 2021 by:

Mr M Eaton President

Page 4

BETH HAMIDRASH HAGADOL SYNAGOGUE, LEEDS

INDEPENDENT EXAMINER'S REPORT ON THE ACCOUNTS for the year ended 30 September 2020

The charity's trustees are responsible for the preparation of the accounts. The charity's trustees consider that an audit is not required for this year under section 144 of the Charities Act 2011 (the Charities Act) and that an independent examination is needed.

My examination was carried out in accordance with 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 the trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit and consequntly 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.

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

  1. which gives me reasonable cause to believe that, in any material respect, the requirements:

  2. to keep accounting records in accordance with section 130 of the Charities Act; and

  3. to prepare accounts which accord with the accounting records and comply with the accounting requirements of the Charities Act

have not been met; or

  1. to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.

M. Winburn, FCA Chartered Accountant, 6 Queen Street Leeds LS1 2TW

13 April 2021

Page 5

BETH HAMIDRASH HAGADOL SYNAGOGUE, LEEDS

STATEMENT OF FINANCIAL ACTIVITIES

for the year ended 30 September 2020

Note
INCOMING RESOURCES
Incoming resources from generated funds
Voluntary income
1
Activities for generating funds
2
Other trading income
3
Investment income
.
Rent and rooms hire
Incoming resources from charitable activities
4
Other incoming resources
5
Total incoming resources
RESOURCES EXPENDED
Costs of generating funds
Costs of generating voluntary income
6
Charitable activities
7
Governance costs
8
Total resources expended
Net incoming (2019: outgoing) resources before
extraordinary resource
EXTRAORDINARY RESOURCE
17
Net incoming (2019: outgoing) resources
RECONCILIATION OF FUNDS
Total funds brought forward
Total funds carried forward
Unrestricted
Funds
388,820
-
10,363
-
17,921
41,284
41,601
Endowment
Funds
-
-
-
-
-
-
-
2020
Total
Funds
388,820
-
10,363
-
17,921
41,284
41,601
499,989
£
9,987
478,645
5,400
494,032
£
5,957
54,156
60,113
375,795
435,908
£
2019
378,244
-
16,682
-
19,013
37,753
46,692
499,989
£
-
£
498,384
£
9,987
478,645
5,400
-
-
-
16,986
500,253
13,374
494,032
£
-
£
530,613
£
5,957
54,156
- ( 32,229 )
-
60,113
357,490
-
18,305
( 32,229 )
408,024
417,603
£
18,305
£
375,795
£

The charity has no recognised gains or losses other than the results for the year as set out above.

All the charity's activities are continuing.

The notes on pages 8 to 11 form part of these financial statements

Page 6

BETH HAMIDRASH HAGADOL SYNAGOGUE, LEEDS

BALANCE SHEET 30 September 2020

Note
FIXED ASSETS
Tangible assets
10
Investments
11
Total fixed assets
CURRENT ASSETS
Stock
Debtors
12
Cash at bank and in hand
Total current assets
LIABILITIES
Creditors: amounts falling due within one year
13
Net current assets / (2019: liabilities)
Total assets less current liabilities
THE FUNDS OF THE CHARITY
Endowment funds
14
Unrestricted Income fund
2020
390,785
1
390,786
2020
1
34,833
64,131
98,964
53,842
45,122
435,908
£
2020
18,305
417,603
435,908
£
2019
395,596
1
395,597
2019
-
22,234
18,454
40,688
60,490
(19,802)
375,795
£
2019
18,305
357,490
375,795
£

The financial statements on pages 1 to 11 were approved by the Trustees on 13 April 2021

M. Eaton President

L. Davidson Secretery

The notes on pages 8 to 11 form part of these financial statements

Page 7

BETH HAMIDRASH HAGADOL SYNAGOGUE, LEEDS

ACCOUNTING POLICIES

For the year ending 30 September 2020

BASIS OF ACCOUNTING

The financial statements have been prepared under the historical cost convention, and in accordance with applicable accounting standard and the Statement of Recommended Practice on accounting by charities.

ACCOUNTING CONVENTION

These accounts have been prepared under the historic cost convention and in accordance with applicable accounting standards and the Statement of Recommended Practice Accounting and Reporting by Charities (SORP 2005).

INCOMING RESOURCES

Voluntary Income

Voluntary income is recognised on receipt.

Interest Receivable

Interest is included when receivable.

Incoming Resources from Charitable Activities

These are recognised upon receipt.

RESOURCES EXPENDED

All expenditure is accounted for on an accruals basis.

Pension Costs

The charity contributes to defined contribution schemes for certain employees. The premiums are charged as an expense as they fall due.

TANGIBLE FIXED ASSETS AND DEPRECIATION

Tangible fixed assets are capitalised and are included at cost.

Freehold property and Sifrei Torah are well maintained such that the trustees consider it unnecessary to make any provision for depreciation in respect thereof. Depreciation is provided on all other fixed assets at rates calculated to write off the costs on a straight line basis over their expected useful economic lives as follows:

Computer equipment over 3 years Equipment and fixtures over 7 years Security equipment over 7 years

Page 8

BETH HAMIDRASH HAGADOL SYNAGOGUE, LEEDS

NOTES TO THE FINANCIAL STATEMENTS

For the year ending 30 September 2020

1
VOLUNTARY INCOME
Donations
(Note 16)
2
ACTIVITIES FOR GENERATING FUNDS
None
3
OTHER TRADING INCOME
Bookshop receipts
Leisure club receipts
Calendar and BIMA receipts
4
INCOMING RESOURCES FROM CHARITABLE ACTIVITIES
Cemetery and burial services
5
OTHER INCOMING RESOURCES
Sundry receipts
Events receipts
Weddings, Barmitzvah, etc., fees
6
COST OF RAISING FUNDS
Leisure club expenses
Events
Bookshop expenses
Calendar and BIMA expenses
7
CHARITABLE ACTIVITIES
kiddush and festival expenses
salaries and wages
support to other charities
synagogue running expenses
security costs
cemetery and burial services
depreciation
subscriptions
interest and financial costs
2020
388,820
£
2019
378,244
£
2020
-
£
2019
-
£
2020
392
1,475
**8,496 **
2019
1,938
4,872
9,872
10,363
£
16,682
£
2020
41,284
£
2019
37,753
£
2020
23,914
16,397
**1,290 **
2019
31,998
11,775
2,919
41,601
£
46,692
£
2020
1,867
2,010
475
**5,635 **
2019
4,519
1,410
2,368
8,689
9,987
£
16,986
£
2020
23,436
208,429
86,473
108,798
32,785
2,941
6,708
4,156
**4,919 **
2019
37,724
218,387
34,523
101,165
26,881
69,164
5,309
4,030
3,068
478,645
£
500,251
£

Page 9

BETH HAMIDRASH HAGADOL SYNAGOGUE, LEEDS

NOTES TO THE FINANCIAL STATEMENTS

For the year ending 30 September 2020

8
GOVERNANCE COSTS
Legal expenses
Fees for the independent examination of the financial statements
9
STAFF COSTS
Wages and salaries
Social security costs
Pension contributions
Staff numbers
The average number of staff employed was
10 TANGIBLE FIXED ASSETS
Freehold
land and
Sifrei
Security
buildings
Torah
equipment
COST
At 30 September 2019
340,765
35,000
70,303
Additions
-
-
289
At 30 September 2020
340,765
£
35,000
£
70,592
£
DEPRECIATION
At 30 September 2019
-
-
65,043
Charge for the period
-
-
2,375
At 30 September 2020
-
£
-
£
67,418
£
NET BOOK VALUE
At 30 September 2020
340,765
£
35,000
£
3,174
£
At 30 September 2019
340,765
£
35,000
£
5,260
£
8
GOVERNANCE COSTS
Legal expenses
Fees for the independent examination of the financial statements
9
STAFF COSTS
Wages and salaries
Social security costs
Pension contributions
Staff numbers
The average number of staff employed was
10 TANGIBLE FIXED ASSETS
Freehold
land and
Sifrei
Security
buildings
Torah
equipment
COST
At 30 September 2019
340,765
35,000
70,303
Additions
-
-
289
At 30 September 2020
340,765
£
35,000
£
70,592
£
DEPRECIATION
At 30 September 2019
-
-
65,043
Charge for the period
-
-
2,375
At 30 September 2020
-
£
-
£
67,418
£
NET BOOK VALUE
At 30 September 2020
340,765
£
35,000
£
3,174
£
At 30 September 2019
340,765
£
35,000
£
5,260
£
8
GOVERNANCE COSTS
Legal expenses
Fees for the independent examination of the financial statements
9
STAFF COSTS
Wages and salaries
Social security costs
Pension contributions
Staff numbers
The average number of staff employed was
10 TANGIBLE FIXED ASSETS
Freehold
land and
Sifrei
Security
buildings
Torah
equipment
COST
At 30 September 2019
340,765
35,000
70,303
Additions
-
-
289
At 30 September 2020
340,765
£
35,000
£
70,592
£
DEPRECIATION
At 30 September 2019
-
-
65,043
Charge for the period
-
-
2,375
At 30 September 2020
-
£
-
£
67,418
£
NET BOOK VALUE
At 30 September 2020
340,765
£
35,000
£
3,174
£
At 30 September 2019
340,765
£
35,000
£
5,260
£
8
GOVERNANCE COSTS
Legal expenses
Fees for the independent examination of the financial statements
9
STAFF COSTS
Wages and salaries
Social security costs
Pension contributions
Staff numbers
The average number of staff employed was
10 TANGIBLE FIXED ASSETS
Freehold
land and
Sifrei
Security
buildings
Torah
equipment
COST
At 30 September 2019
340,765
35,000
70,303
Additions
-
-
289
At 30 September 2020
340,765
£
35,000
£
70,592
£
DEPRECIATION
At 30 September 2019
-
-
65,043
Charge for the period
-
-
2,375
At 30 September 2020
-
£
-
£
67,418
£
NET BOOK VALUE
At 30 September 2020
340,765
£
35,000
£
3,174
£
At 30 September 2019
340,765
£
35,000
£
5,260
£
2020
-
**5,400 **
2019
6,974
6,400
5,400
£
13,374
£
2020
190,896
10,716
**8,254 **
2019
199,423
12,710
6,254
209,866
£
218,387
£
2020
**11 **
2019
11
Furniture
and
equipment
103,985
1,609
Total
550,053
1,898
340,765
£
35,000
£
70,592
£
105,594
£
551,951
£
-
-
-
-
65,043
2,375
89,415
4,333
154,458
6,708
-
£
-
£
67,418
£
93,748
£
161,166
£
340,765
£
35,000
£
3,174
£
11,846
£
390,785
£
340,765
£
35,000
£
5,260
£
14,570
£
395,595
£

The trustees consider that the market value of the charity's interest in land and buildings is conside greater than the carrying value. In view of the nature of the charity however the trustees have not s a professional valuation because they do not consider the cost.can be justified.

Page 10

BETH HAMIDRASH HAGADOL SYNAGOGUE, LEEDS

NOTES TO THE FINANCIAL STATEMENTS

For the year ending 30 September 2020

11 INVESTMENT - SUBSIDIARY UNDERTAKINGS
Shares, at cost
Amount owed
2020
2019
1
1
-
12,521
1
£
12,522
£

The charity is the beneficial owner of the whole of the issued share capital of its subsidiary, Street L Bakery Limited, a company registered in England and Wales.

Advantage has been taken of the regulations which set aside the requirement to prepare group accounts.

Aggregate amount of capital and reserves at 30 September
Aggregate profit (2019: loss) for the year then ended
12 DEBTORS
Trade debtors
Other debtors
Prepayments
13 CREDITORS: amounts falling due within one year
Accruals
Social security
Other creditors
14 ENDOWMENT FUND
A legacy to be used, in due course, towards the cost of a Sefer Torah
2020
( 1,542 )
£
2019
( 67,200 )
£
65,658
£
( 2,585 )
£
2020
-
20,772
**14,061 **
2019
1,342
6,522
14,370
34,833
£
22,234
£
2020
14,132
4,332
**35,378 **
2019
20,086
4,378
36,029
53,842
£
60,490
£
2020
18,305
£
2019
18,305
£

15 TRUSTEES REMUNERATION AND BENEFITS

The trustees neither received nor waived any emoluments during the year (2019: £Nil).

16 DONATIONS
Member contributions
Security levy
Community levy
Other donations
2020
332,757
29,002
7,749
**19,312 **
2019
344,186
26,391
7,667
-
388,820
£
378,244
£

Page 11

BETH HAMIDRASH HAGADOL SYNAGOGUE, LEEDS

NOTES TO THE FINANCIAL STATEMENTS

For the year ending 30 September 2020

17 EXTRAORDINARY RESOURCE

On 23 March 2020 the government announced the arrival of a coronavirus attack which would require all of us to change our way of life. Fortunately the government stepped in with substantial financial assistance to try to save lives and protect jobs.

require all of us to change our way of life. Fortunately the government
financial assistance to try to save lives and protect jobs.
stepped in wit
In that connection, by 30 September 2020, our year end date, the
synagogue had successfully claimed grants totalling
and furlough subsidies of
making a total of
out of which, to make the synagogue as safe as possible, it incurred
costs, including the taking of professional advice, of
leaving a suplus by 30 September 2020 of
2020
29,500
**33,500 **
63,000
( 8,844 )
54,156
£