Trustees’ Annual Report for the period
From 1/11/2019 Period start date To 31/10/2020 Period end date
Charity name: Norwich Hebrew Congregation
Charity registration number: CIO 1187450
Objectives and Activities
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SORP reference
Summary of the Para 1.17 The primary aims and objects of the
purposes of the charity charity are the provision of suitable
as set out in its premises and support for religious
governing document worship of the Jewish Religion. The
principle activity of the Charity is the
provision of religious services on the
Sabbath, on High Holy days and on
other Jewish festivals. Other
important activities are the Hebrew
education of Jewish children and the
provision of a focus for Jewish
culture, traditions, educational and
social activities in Norwich and the
surrounding area.
Summary of the main Para 1.17 and Our Lay Minister conducts weekly
1.19
activities in relation to services, which are well attended,
those purposes for the particularly during the High Holy
public benefit, in days and other Jewish festivals.
particular, the activities, Classes for the children are held
projects or services every Sunday during normal school
identified in the term time and our aim is that every
accounts. child should be able to read Hebrew
fluently and have a good knowledge
of Jewish history, festivals and
customs. We have an active outreach
programme for communicating
facts about the Jewish religion, its
beliefs and customs for non-Jewish
children through school visits to the
Synagogue and by Jewish teachers
to schools across the county.
Throughout the year a wide variety of
social and educational events was
held.
During the Covid 19 lockdowns
regular ZOOM services and social
events were held.
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Statement confirming Para 1.18 The Trustees confirm that the whether the trustees activities of the Charity were have had regard to the consistent with the public benefit guidance issued by the objectives. Charity Commission on public benefit
Additional information (optional)
You may choose to include further statements where relevant about:
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SORP reference
Para 1.38
Policy on grant making
Para 1.38
Policy on social
investment including
program related
investment
All of the Committee and many of the
Para 1.38 members are active in religious,
Contribution made by social and welfare activities on a
volunteers voluntary basis
Other
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Achievements and Performance
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SORP reference
1. Services have been held on every
Sabbath. 2. All Jewish festivals
have been celebrated. 3. Religious
Summary of the main education for children has been
Para 1.20
achievements of the provided in a series of Sunday
charity, identifying the classes. 4. A busy cultural
difference the charity’s programme
work has made to the has been provided with catering in
circumstances of its our kosher kitchen. 5. The
beneficiaries and any Association
wider benefits to society of Jewish Refugees has used the
as a whole. Synagogue for meetings. 6. A major
fund raising initiative to restore the
communal hall and to provide
facilities
for disabled people has been
underway. 7. The Congregation has
been
represented at the Board of Deputies
of British Jews. 8. The
Congregation has supervised Jewish
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Burials in the Jewish section of the City Cemetery. 9. Cross cultural and interfaith activities have played an important part in the programme of events. 10. An outreach education programme for non Jewish school children has been provided at the Synagogue and throughout the county. 11. A programme for visiting the sick and elderly and supporting families in need is in place. 12. The Congregation has been represented by its Honorary Officers at Civic events such as Remembrance Day and Holocaust Memorial Day
Additional information (optional)
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You may choose to include further statements where relevant about:
See below (April 2021)
Achievements against Para 1.41
objectives set
The Congregation successfully
raised funds to pay for a major
Performance of renovation of the Synagogue
fundraising activities Para 1.41 (which was completed in April
against objectives set 2021)
Investment performance Para 1.41
against objectives
Other
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Financial Review
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Review of the charity’s Para 1.21 The Charity raised sufficient funds to
financial position at the undertake a major building renovation
end of the period
Capital and reserves at 31/10/2020
£167,671.01
Statement explaining Para 1.22 General Reserve is held to secure
the policy for holding running costs for Synagogue and
reserves stating why Congregation for up to 2 years
they are held
Amount of reserves held Para 1.22 £50,000
Reasons for holding zero Para 1.22
reserves
Details of fund materially Para 1.24
in deficit
Explanation of any Para 1.23
uncertainties about the
charity continuing as a
going concern
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Additional information (optional)
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The charity’s principal
sources of funds Para 1.47
(including any
fundraising)
Investment policy and
objectives including any Para 1.46
social investment policy
adopted
A description of the Para 1.46
principal risks facing the
charity
Other
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Structure, Governance and Management
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Description of charity’s
trusts:
Type of governing Para 1.25 CIO Constitution
document
(trust deed, royal
charter)
How is the charity Para 1.25 CIO
constituted?
(e.g unincorporated
association, CIO)
Trustee selection Para 1.25 Trustees are elected by members at
methods including the AGM of the Congregation. The
details of any President serves a term of 3 years
constitutional provisions and can be re-elected for a further 3
e.g. election to post or year term.
name of any person or
body entitled to appoint
one or more trustees
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Additional information (optional)
You may choose to include further statements where relevant about:
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Policies and procedures
adopted for the induction Para 1.51
and training of trustees
The charity’s
organisational structure Para 1.51
and any wider network
with which the charity
works
Relationship with any Para 1.51
related parties
Other
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Reference and Administrative details
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Charity name Norwich Hebrew Congregationm
Other name the charity
uses
Registered charity 1187450
number
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Charity’s principal 3 Earlham Rd
address Norwich
NR2 3RA
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Names of the charity trustees who manage the charity
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Name of person (or body)
Dates acted if not for
Trustee name Office (if any) entitled to appoint trustee
whole year
(if any)
1 Barry Leveton President
2 Marian Prinsley Vice President
3 Fay Cadywould Secretary
4 Peter Prinsley Treasurer (acting)
5 Adrian Possener Hon Solicitor
6 John Cadywould
Maureen
7
Leveton
8 Clive Roffe
9 Margaret Simons
10 Michael Wolf
11
12
13
14
15
16
17
18
19
20
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Corporate trustees – names of the directors at the date the report was approved Director name
Name of trustees holding title to property belonging to the charity
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Trustee name Dates acted if not for
whole year
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Funds held as custodian trustees on behalf of others
Description of the assets held in this capacity
Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for safe custody and segregation of such assets from the charity’s own assets
Additional information (optional)
Names and addresses of advisers (Optional information)
Type of Name Address adviser
Name of chief executive or names of senior staff members (Optional information)
Exemptions from disclosure
Reason for non-disclosure of key personnel details
Other optional information
Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s) Full name(s) Peter Richard Prinsley Position (eg Hon Treasurer Secretary, Chair, etc)
Date 7[th] July 2021
Norwich Hebrew Congregation
Receipts and Payments Report
November 2019 - October 2020
| TOTAL | |||
|---|---|---|---|
| NOV 2019 - OCT 2020 | NOV 2018 - OCT 2019 (PY) | ||
| Receipts | |||
| Donations | |||
| Building Appeal Fund Donations | 16,180.00 | 12,493.30 | |
| Donation by Non-Members | 1,033.00 | 1,183.00 | |
| Donation for Cheder Attendance | 60.00 | ||
| Donations for JNF | 75.09 | ||
| Donations from Schools' Visits | 1,852.50 | 1,858.30 | |
| Donations received for JIA | 200.00 | ||
| General donations to the Synagogue | 1,646.84 | 2,172.31 | |
| KKL Tax Credits | 42.65 | 74.38 | |
| Kol Nidre Appeal | 478.00 | ||
| Legal and General dividend re Joan Goodman | 5.59 | ||
| Total Donations | 21,308.08 | 18,046.88 | |
| Other Income | |||
| Advertising in Newsletter | 90.00 | 155.00 | |
| Car Parking Income | 2,439.00 | 2,608.00 | |
| Income from Events | 270.10 | 494.00 | |
| Jewish Living Experience Income | 3,404.00 | ||
| Rental income Synagogue Flat | 252.00 | 252.00 | |
| Total Other Income | 3,051.10 | 6,913.00 | |
| Subscriptions | |||
| BOD Levy (collected in subscriptions) | 518.50 | 883.00 | |
| JIA Donation (collected in subscriptions) | 758.20 | 1,288.37 | |
| Subscription by Friends | 702.36 | 613.51 | |
| Synagogue Subscriptions | 13,555.00 | 14,449.50 | |
| Total Subscriptions | 15,534.06 | 17,234.38 | |
| Total Receipts | £39,893.24 | £42,194.26 | |
| Total Funds Received | £39,893.24 | £42,194.26 | |
| Expenses | |||
| 50th Anniversary Tea and Fundraiser | 185.60 | ||
| Board of Deputies Fees | 245.00 | 1,598.50 | |
| Building Development Costs | 57,918.30 | 740.40 | |
| Cheder running costs | 890.07 | 1,226.02 | |
| Chief Rabbi's Office - annual contribution | 490.00 | ||
| Cleaning | 424.75 | 668.25 | |
| Conference fees attended by Daniel | 416.00 | 80.00 | |
| Council Tax | 1,066.89 | 1,081.34 | |
| Donation to Camp Simcha | 1,431.70 | ||
| Donations to JNF | 75.09 | ||
| Gardener | 244.50 | 709.00 | |
| Insurance | 3,932.43 | 3,740.97 | |
| Jewish Living Experience | 2,920.22 |
Accrual Basis Tuesday, 3 August 2021 11:49 am GMT+01:00
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Norwich Hebrew Congregation
Receipts and Payments Report
November 2019 - October 2020
| TOTAL | |||
|---|---|---|---|
| NOV 2019 - OCT 2020 | NOV 2018 - OCT 2019 (PY) | ||
| Kol Nidre Appeal Donations | |||
| Donation to Camp Simcha | 744.00 | ||
| Donation to UJIA | 744.00 | ||
| Total Kol Nidre Appeal Donations | 1,488.00 | ||
| Legal and professional fees | 3,400.00 | ||
| Data Protection Annual Fee | 35.00 | 35.00 | |
| Total Legal and professional fees | 3,435.00 | 35.00 | |
| Light, water and heat | 3,927.58 | 4,043.22 | |
| Ministerial Expenses | 7,509.60 | 5,811.00 | |
| Newsletter Costs | 30.00 | ||
| Norwich Synagogue Events' expenses | 885.00 | ||
| Office expenses, repairs & maintenance | 131.24 | ||
| Printing, postage and stationery | 88.50 | 682.59 | |
| Refunded donation | 65.00 | ||
| Repairs and maintenance | 370.58 | 1,353.31 | |
| School Visit Expenses | 60.00 | ||
| Security | 154.80 | ||
| Sundry expenses | 157.68 | ||
| Telephone | 501.97 | 462.79 | |
| Website costs | 30.00 | ||
| Total Expenses | £84,350.30 | £26,957.59 | |
| NET SURPLUS (before investment income) | £ -44,457.06 | £15,236.67 | |
| Investment Income | |||
| Bank interest - received | 785.47 | 1,048.44 | |
| Total Investment Income | £785.47 | £1,048.44 | |
| Total Investment Income | £785.47 | £1,048.44 | |
| NET SURPLUS FOR YEAR | £ -43,671.59 | £16,285.11 |
Accrual Basis Tuesday, 3 August 2021 11:49 am GMT+01:00
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Independent Examiner’s report to the Trustees of Norwich Hebrew Congregation
I report to the trustees on my examination of the accounts of the Norwich Hebrew Congregation (“the Trust”) for the year ended 31 October 2020.
Responsibilities and basis of report
As the charity trustees of the Trust, you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (‘the Act’).
I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.
Independent examiner’s statement
I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:
-
accounting records were not kept in respect of the Trust as required by section 130 of the Act; or
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the accounts do not accord with those records.
I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.
Signed : Jonathan Kendal & Co Chartered Accountants Name : Jonathan Kendal
Relevant professional qualification or membership of professional bodies : ACA, CTA Address : 6 Judges Drive, Norwich, NR4 7QQ
Date : 3 August 2021