## **Trustees’ Annual Report for the period** **From 1 April 2021 Period start date To 31 March 2022 Period end date** ## **Charity name: MAKOR HAYIM** ## **Charity registration number:1188960** ## **Objectives and Activities** ||SORP reference|| |---|---|---| |Summary of the
purposes of the charity
as set out in its
governing document|Para 1.17|The advancement of Judaism in the
North West London area in particular
but not exclusively by the provision
and maintenance of facilities for
public worship and the provision of
classes in Hebrew and religion.
To advance such other charitable
purposes as the elected officers may
determine and as are recognised by
the laws of England and Wales| |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|Provision of religious services,
education classes, outreach to
members, supporting other local
charities.| |Statement confirming
whether the trustees
have had regard to the
guidance issued by the
Charity Commission on
public benefit|Para 1.18|The trustees have had regard to the
guidance issued by the Charity
Commission on public benefit| **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
investment||| |---|---|---| |Contribution made by
volunteers|Para 1.38|| |Other||During the year, the effects of the
pandemic continued to curtail our
plans to obtain new banking facilities
for our charity Makor Hayim, the
successor to Shir Hayim and to
transfer the Shir Hayim assets and
liabilities to Makor Hayim. We have
established the name of Makor Hayim
in our community and beyond, whilst
still transacting our financial affairs
under the Shir Hayim legal entity.No
accounts have been established in the
name of Makor Hayim. See the
Trustees Annual Report of Shir
Hayim. In July 2022, we were able to
establish accounts with a new bank
which supports charitable enterprises.
We have also been able to establish
accounts with other financial services
firms, all of which are beginning to
facilitate ouradministration work.| ## **Achievements and Performance** SORP reference See the Trustees Annual Report of Shir Hayim 2022. Summary of the main Para 1.20 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. |**Additional information (optional)**
You may choose to include further statements where relevant about:|**Additional information (optional)**
You may choose to include further statements where relevant about:|**Additional information (optional)**
You may choose to include further statements where relevant about:| |---|---|---| |Achievements against
objectives set|Para 1.41|n/a| |Performance of
fundraising activities
against objectives set|Para 1.41|n/a| |Investment performance
against objectives|Para 1.41|n/a| |Other||| ## **Financial Review** |**Financial Review**||| |---|---|---| |Review of the charity’s
financial position at the
end of the period|Para 1.21|n/a| |Statement explaining the
policy for holding
reserves stating why
they are held|Para 1.22|n/a| |Amount of reserves held|Para 1.22|n/a| |Reasons for holding zero
reserves|Para 1.22|n/a| |Details of fund materially
in deficit|Para 1.24|n/a| |Explanation of any
uncertainties about the
charity continuing as a
going concern|Para 1.23|n/a| |**Additional information (optional)**
You may choose to include further statements where relevant about:|**Additional information (optional)**
You may choose to include further statements where relevant about:|**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|n/a| |Investment policy and
objectives including any
social investment policy
adopted|Para 1.46|n/a| |A description of the
principal risks facing the
charity|Para 1.46|n/a| |Other||n/a| ## **Structure, Governance and Management** |Description of charity’s
trusts:||| |---|---|---| |Type of governing
document
(trust deed, royal
charter)|Para 1.25|Constitution| |How is the charity
constituted?
(e.g unincorporated
association, CIO)|Para 1.25|Charity registered with the Charity
Commission| |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|Individual trustees are appointed at
each annual general meeting of
members, in accordance with the
constitution.| |**Additional information (optional)**
You may choose to include further statements where relevant about:|**Additional information (optional)**
You may choose to include further statements where relevant about:|**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|The charity is a member of the
Movement for Reform Judaism| |Relationship with any
related parties|Para 1.51|Not applicable| |Other||| ## **Reference and Administrative details** |Charity name|Makor Hayim| |---|---| |Other name the charity
uses|Shir Hayim- Hampstead Reform Jewish Community| |Registered charity
number|1091151| |Charity’s principal
address|56 Milverton Road London NW6 7AP| |---|---| ||| ## **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**
**(if any)**| |---|---|---|---|---| ||Martin Dives|Chair||| ||Debbie Danon|Vice-Chair||| ||Lois George|||| ||Stephanie Brada|Secretary||| ||Allison Zionts|||| ||Adam Rossano|||| ||Michael Simpson||Resigned December
2021|| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| – 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|n/a| |---|---| |Name and objects of the
charity on whose behalf
the assets are held and
how this falls within the
custodian charity’s
objects|n/a| |Details of arrangements
for safe custody and
segregation of such
assets from the charity’s
own assets|n/a| ## **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** 20 November 2022