2023-10-31-accounts

Trustees’ Annual Report for the year

From 1/11/2022 Year start date To Year end date

31/10/2023

Charity name: Norwich Hebrew Congregation

Charity registration number: CIO 1187450

Objectives and Activities

	SORP reference
Summary of the purposes of the charity as set out in its governing document	Para 1.17	The primary aims and objects of the charity are the provision of suitable premises and support for religious 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 activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts.	Para 1.17 and 1.19	Our Lay Minister conducts weekly services, which are well attended, particularly during the High Holy days and other Jewish festivals. Classes for the children are held every Sunday during normal school term time and our aim is that every 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.
Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit	Para 1.18	The Trustees confirm that the activities of the Charity were consistent with the public benefit objectives.

Additional information (optional)

You may choose to include further statements where relevant about:

SORP reference Para 1.38 Policy on grant making

Policy on social investment including program related investment	Para 1.38
Contribution made by volunteers	Para 1.38	All of the Committee and many of the members are active in religious, social and welfare activities on a voluntary basis
Other

Achievements and Performance

	SORP reference
Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole.	Para 1.20	1. Services have been held on every Sabbath. 2. All Jewish festivals have been celebrated. 3. Religious education for children has been provided in a series of Sunday classes. 4. A busy cultural programme has been provided with catering in our kosher kitchen. 5. The Association of Jewish Refugees has used the Synagogue for meetings. 6. The Congregation has been represented at the Board of Deputies of British Jews. 7. The Congregation has supervised Jewish Burials in the Jewish section of the City Cemetery. 8. Cross cultural and interfaith activities have played an important part in the programme of events. 9. An outreach education programme for non Jewish school children has been provided at the Synagogue and throughout the county. 10. A programme for visiting the sick and elderly and supporting families in need is in place. 11. The Congregation has been represented by its Honorary Officers at Civic events such as Remembrance Day and Holocaust Memorial Day

Additional information (optional)

You may choose to include further statements where relevant about:

Achievements against objectives set	Para 1.41

Performance of fundraising activities against objectives set	Para 1.41
Investment performance against objectives	Para 1.41
Other

Financial Review

Financial Review
Review of the charity’s financial position at the end of the period	Para 1.21	The Charity raised sufficient funds to undertake a major building renovation Capital and reserves at 31/10/2023 £136,032
Statement explaining the policy for holding reserves stating why they are held	Para 1.22	General Reserve is held to secure running costs for Synagogue and Congregation for up to 2 years
Amount of reserves held	Para 1.22	£136,032
Reasons for holding zero reserves	Para 1.22
Details of fund materially in deficit	Para 1.24
Explanation of any uncertainties about the charity continuing as a going concern	Para 1.23

Additional information (optional) You may choose to include further statements where relevant about:

The charity’s principal sources of funds (including any fundraising)	Para 1.47	Donations
Investment policy and objectives including any social investment policy adopted	Para 1.46
A description of the principal risks facing the charity	Para 1.46
Other

Structure, Governance and Management

Description of charity’s trusts:
Type of governing document (trust deed, royal charter)	Para 1.25
How is the charity constituted? (e.g unincorporated association, CIO)	Para 1.25	CIO
Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees	Para 1.25	Trustees are elected by members at the AGM of the Congregation. The President serves a term of 3 years and can be re- elected for a further 3-year term.

Additional information (optional)

You may choose to include further statements where relevant about:

Policies and procedures adopted for the induction and training of trustees	Para 1.51
The charity’s organisational structure and any wider network with which the charity works	Para 1.51
Relationship with any related parties	Para 1.51
Other

Reference and Administrative details

Charity name	Norwich Hebrew Congregation
Other name the charity uses
Registered charity number	CIO 1187450
Charity’s principal address	3 Earlham Rd Norwich NR2 3RA

Names of the charity trustees who manage the charity

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20	Trustee name	Office (if any)	Dates acted if not for whole year	Name of person (or body) entitled to appoint trustee (ifany)
	BarryLeveton
	Marian Prinsley	Vice President
	FayCadywould	Secretary
	Peter Prinsley	Treasurer(acting)
	Adrian Possener	Hon Solicitor
	John Cadywould	President
	Maureen Leveton
	Michael Wolf
	Margaret Simons

– 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

Trustee name Dates acted if not for whole year

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 Secretary, Hon Treasurer Chair, etc) Date 12 August 2024

Annual accounts

Norwich Hebrew Congregation For the Year ended 31 October 2023

Prepared on 12 August 2024

For management use only

Table of Contents

Profit and Loss ................................................................................................................................................3 Balance Sheet .................................................................................................................................................5

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Profit and Loss

November 2022 - October 2023

Profit and Loss November 2022 - October 2023
		Total
	Nov 2022 - Oct 2023	Nov 2021 - Oct 2022(PY)
INCOME
Donations
Building Appeal Fund Donations		659.00
Donation by Non-Members	100.00	6.00
Donations from Schools' Visits	4,295.00	1,776.00
General donations to the Synagogue	4,120.04	6,860.04
Gift Aid Reclaim	6,717.08	21,125.52
Kol Nidre Appeal	394.00	885.00
Total Donations	15,626.12	31,311.56
Donations for Heritage Fund	25,500.00
Hire of Shul Premises	300.00
Other Income
Advertising in Newsletter		95.00
Car Parking Income	6,346.00	5,175.00
Income from Events	3,275.40	1,478.61
Rental income Synagogue Flat	252.00	252.00
Total Other Income	9,873.40	7,000.61
Subscriptions
BOD Levy (collected in subscriptions)	950.20	1,130.70
JIA Donation (collected in subscriptions)	456.16	537.20
Subscription by Friends	443.00	416.00
Synagogue Subscriptions	16,178.14	15,122.00
Total Subscriptions	18,027.50	17,205.90
Total Income	69,327.02	55,518.07
TOTAL	69,327.02	55,518.07
EXPENDITURES
Appropriation of funds for Heritage Fund	25,500.00
Barmitzvah Expenses		89.50
Bishop of Norwich Refugee Fund		1,000.00
Board of Deputies Fees	490.00	245.00
Books	30.11	27.50
Building Development Costs	822.00	-542.18
Cheder running costs	1,142.10
Chief Rabbi's Office - annual contribution	1,173.45	245.00
Cleaning	690.00	515.00
Conference fees attended by Daniel	334.15	63.65
Council Tax	1,249.10	1,201.34
Donations to Magen David Adom	1,500.00
Gardener	1,186.00	522.00
Heritage Fund Expenses	24.00
Insurance	6,276.43	4,768.94

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Norwich Hebrew Congregation

		Total
	Nov 2022 - Oct 2023	Nov 2021 - Oct 2022(PY)
Kiddush Expenses	89.92	235.63
Kol Nidre Appeal Donations
Donation to UJIA	1,000.00	250.00
Total Kol Nidre Appeal Donations	1,000.00	250.00
Legal and professional fees	1,794.00
Data Protection Annual Fee	35.00	35.00
Total Legal and professional fees	1,829.00	35.00
Light, water and heat	5,217.25	3,525.08
Marketing expenses	113.00
Ministerial Expenses	7,180.60	12,135.40
Norwich Synagogue Events' expenses	1,884.99	646.45
Office expenses, repairs & maintenance	385.69	987.06
Printing, postage and stationery	439.50	239.85
Repairs and maintenance	19,175.64	3,864.35
School Visit Expenses	2,449.20	1,196.83
Security	78.00
Subscription expenses	44.40
Sundry expenses	136.33
Telephone	517.24	329.64
Website costs	521.64
Total Expenditures	81,479.74	31,581.04
NET OPERATING INCOME	-12,152.72	23,937.03
OTHER INCOME
Bank interest - received	2.34	0.48
Sundryincome		1,850.00
Total Other Income	2.34	1,850.48
NET OTHER INCOME	2.34	1,850.48
NET INCOME/(EXPENDITURE)	£ -12,150.38	£25,787.51

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Norwich Hebrew Congregation

Balance Sheet

As of October 31, 2023

Balance Sheet As of October 31, 2023
		Total
	As of Oct 31, 2023	As of Oct 31, 2022(PY)
FIXED ASSET
Tangible assets
Machineryand equipment	10,017.37	8,307.24
Total Tangible assets	10,017.37	8,307.24
Total Fixed Asset	10,017.37	8,307.24
CASH AT BANK AND IN HAND
Bank of Scotland Instant Access Savings	311.97	809.63
Bank of Scotland Treasurer's Account (8542)	8,705.55	2,682.40
Co-op Bank Current Account	16,947.31	110,883.31
Flagstone CAF Bank Deposit	100,050.00
Virgin Bank	20.00	20.00
Total Cash at bank and in hand	126,034.83	114,395.34
DEBTORS
Debtors	-20.00	-20.00
Total Debtors	-20.00	-20.00
NET CURRENT ASSETS	126,014.83	114,375.34
NET CURRENT ASSETS(LIABILITIES)	126,014.83	114,375.34
TOTAL ASSETS LESS CURRENT LIABILITIES	136,032.20	122,682.58
TOTAL NET ASSETS (LIABILITIES)	£136,032.20	£122,682.58
CHARITY FUNDS
General Reserve carried forward	52,682.58	26,637.10
Heritage Fund	25,500.00
Leo Levine Legacy Reserve	70,000.00	70,000.00
Restricted Funds	0.00	257.97
Surplus/(Deficit)	-12,150.38	25,787.51
Total Charity funds	£136,032.20	£122,682.58

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Norwich Hebrew Congregation

Independent Examiner's to the Ihtstees ofNonvicb Hebrew Congregatxln I rewrt to the tru51ees my examination of the a¢cqyJnts of the Norwicb H¢b￿W Congregation rthe Tn]st-) for the y￿r ended 31 (ktthr YJ23. RestM)Dsibilities and basts ofYt[￿rt As the charity trustees of the Trnst.you a￿ ￿$￿nSIble for thc preparntion of the accounts in accordanrt with the requ1￿ments of the ChariiiesAci 2011 ('the Aa.). I rep)rt in of my examination of the Twst's accounts carried out under seeiion 145 of the 2011 Act and in carrying out my examinaiion I have followed all the applicable Dire£tions given by the Chariry ComTniS5iOTh under section 1451SKbl of the Act. Independent e5arni1￿.S ststetn¢Dt I have completed my examination. I confirm that tm) rnaterial rnatter5 have come to my attention in connection with the examination giving me cause to believe that in any rnatrrial respeci.. accounting rtcords were kept ID rwe¢t of theTrnst as required by section 130 of the Act: or 2. the accounts do D(M accord with those re¢Thd$. I hav¢ ¥Jo ¢oncern5 and have come across no other matters it) cohnection wtth the examination to which attentioD should be drawn ID this re￿rt in order ¢0 enable a prO￿r underSLqnding of the acwunts to be fEached. SigDed: Jonathan Kendal & Co Chartered AccoLEDtsnts Name.. Jonathan Kendal Relevant prof￿10￿￿1 quaiifieatv)ti or membership of Profession￿ bwlies.. ACA. CTA Addrtss.. 6 Judges Drive. Nonvich. NR47( Date: 2August 2024