## **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
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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 2/5 ## **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| 3/5 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**| 4/5 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**| 5/5 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