
## **Trustees’ Annual Report for the period** 

**From 1 April 2020 Period start date To 31 March 2021 Period end date** 

## **Charity name: MAKOR HAYIM** 

## **Charity registration number:1188960** 

## **Objectives and Activities** 


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SORP reference<br>Summary of the purposes Para 1.17 The advancement of Judaism in the<br>of the charity as set out  North West London area in particular<br>in its governing  but not exclusively by the provision<br>document and maintenance of facilities for public<br>worship and the provision of classes in<br>Hebrew and religion.<br>To advance such other charitable<br>purposes as the elected officers may<br>determine and as are recognised by<br>the laws of England and Wales<br>Summary of the main  Para 1.17 and  Provision of religious services,<br>1.19<br>activities in relation to  education classes, outreach to<br>those purposes for the  members, supporting other local<br>public benefit, in  charities.<br>particular, the activities,<br>projects or services<br>identified in the<br>accounts.<br>Statement confirming  Para 1.18 The trustees have had regard to the<br>whether the trustees  guidance issued by the Charity<br>have had regard to the  Commission on public benefit<br>guidance issued by the<br>Charity Commission on<br>public benefit<br>**----- End of picture text -----**<br>


## **Additional information (optional)** 

You may choose to include further statements where relevant about: 

SORP reference The charity does not make grants. Para 1.38 Policy on grant making Not applicable Para 1.38 Policy on social investment including program related 




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investment<br>Para 1.38<br>Contribution made by<br>volunteers<br>During the year, the effects of the<br>Other pandemic curtailed our plans to obtain<br>new banking facilities for our charity<br>Makor Hayim, the successor to Shir<br>Hayim and to transfer the Shir Hayim<br>assets and liabilities to Makor Hayim.<br>We have established the name of<br>Makor Hayim in our community and<br>beyond, whilst still transacting our<br>financial affairs under the Shir Hayim<br>legal entity.No accounts have been<br>established in the name of Makor<br>Hayim. See the Trustees Annual Report<br>of Shir Hayim<br>**----- End of picture text -----**<br>


## **Achievements and Performance** 


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SORP reference<br>See the Trustees Annual Report of Shir<br>Hayim<br>Summary of the main<br>Para 1.20<br>achievements of the<br>charity, identifying the<br>difference the charity’s<br>work has made to the<br>circumstances of its<br>beneficiaries and any<br>wider benefits to society<br>as a whole.<br>**----- End of picture text -----**<br>


## **Additional information (optional)** 

You may choose to include further statements where relevant about: 


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n/a<br>Achievements against  Para 1.41<br>objectives set<br>n/a<br>Performance of<br>Para 1.41<br>**----- End of picture text -----**<br>





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fundraising activities<br>against objectives set<br>n/a<br>Investment performance  Para 1.41<br>against objectives<br>Other<br>**----- End of picture text -----**<br>




## **Financial Review** 


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Review of the charity’s  Para 1.21 n/a<br>financial position at the<br>end of the period<br>Statement explaining the Para 1.22 n/a<br>policy for holding<br>reserves stating why they<br>are held<br>Amount of reserves held Para 1.22 n/a<br>Reasons for holding zero  Para 1.22 n/a<br>reserves<br>Details of fund materially Para 1.24 n/a<br>in deficit<br>Explanation of any  Para 1.23 n/a<br>uncertainties about the<br>charity continuing as a<br>going concern<br>**----- End of picture text -----**<br>


## **Additional information (optional)** 

You may choose to include further statements where relevant about: 

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



## **Structure, Governance and Management** 


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Description of charity’s<br>trusts:<br>Type of governing  Para 1.25 Constitution<br>document<br>(trust deed, royal<br>charter)<br>How is the charity  Para 1.25 Charity registered with the Charity<br>constituted?  Commission<br>(e.g unincorporated<br>association, CIO)<br>Trustee selection  Para 1.25 Individual trustees are appointed at<br>methods including details each annual general meeting of<br>of any constitutional  members, in accordance with the<br>provisions e.g. election to constitution.<br>post or name of any<br>person or body entitled<br>to appoint one or more<br>trustees<br>**----- End of picture text -----**<br>


## **Additional information (optional)** 

You may choose to include further statements where relevant about: 


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Policies and procedures<br>adopted for the induction Para 1.51<br>and training of trustees<br>The charity is a member of the<br>Movement for Reform Judaism<br>The charity’s<br>organisational structure  Para 1.51<br>and any wider network<br>with which the charity<br>works<br>Not applicable<br>Relationship with any  Para 1.51<br>related parties<br>Other<br>**----- End of picture text -----**<br>


## **Reference and Administrative details** 


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Charity name Shir Hayim<br>Other name the charity  Shir Hayim- Hampstead Reform Jewish Community<br>uses<br>Registered charity  1091151<br>number<br>**----- End of picture text -----**<br>





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Charity’s principal  56 Milverton Road London NW6 7AP<br>address<br>**----- End of picture text -----**<br>




## **Names of the charity trustees who manage the charity** 


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Name of person (or body)<br>Dates acted if not for<br>Trustee name Office (if any) entitled to appoint trustee<br>whole year<br>(if any)<br>1 Martin Dives Chair<br>2 Debbie Danon Vice-Chair<br>3 Lois George<br>Daniel  1 Apr 2020-5 Apr<br>4<br>Mackintosh 2021<br>5 Charlotte Fischer 25 Oct- 5 Apr 2021<br>6 Stephanie Brada Secretary From 25 Oct 2020<br>7 Allison Zionts From 25 Oct 2020<br>8 Adam Rossano From 25 Oct 2020<br>9 Michael Simpson From 25 Oct 2020<br>10<br>11<br>12<br>13<br>14<br>15<br>16<br>17<br>18<br>19<br>20<br>**----- End of picture text -----**<br>


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<br>year<br>**----- End of picture text -----**<br>




## **Funds held as custodian trustees on behalf of others** 

Description of the assets n/a held in this capacity 

Name and objects of the n/a charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements n/a 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)** William Martin Dives 

**Position (eg** Chair **Secretary, Chair, etc)** 

**Date** 

