BRISTOL & WEST PROGRESSIVE JEWISH CONGREGATION TRUSTEES REPORT FOR THE YEAR ENDED 31 OCTOBER 2024
Trustees Jennifer Clements, Acting Chair (appointed 02/24) Donovan Hawley, Chair (Resigned 02/24) Naomi Bloomer, Vice Chair (appointed 02/24) Sheila Brill, Vice Chair (Resigned 02/24) Adam Kessler, Secretary (appointed 02/24) Alex Cohen, Secretary (appointed 01/23, resigned 12/23) Vicki Collinson (Trustee, CoSecretary) Linda Motz, Treasurer (appointed 02/24) Eilah Berlow, Treasurer (appointed 01/23, resigned 12/23) David Jewell, Trustee David Dwek, Trustee Yoav Ben Shlomo, Trustee (appointed 02/24)
Charity registered number 1191437 Principal office 43/47 Bannerman Road Bristol BS5 0RR Accountants Holder & Combes Accounting Ltd Suite 33, Unit 2, 94A Wycliffe Road Northampton NN1 5JF
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TRUSTEES' REPORT FOR THE YEAR ENDED 31 OCTOBER 2024
The Trustees present their annual report together with the income and expenditure account of the Bristol and West Progressive Jewish Congregation for the year 1 November 2023 to 31 October 2024.
Objectives and activities
a. Policies and objectives
The objects of the Charity are the advancement for the public benefit of the Jewish religion in accordance with the Principals and Affirmations of Liberal Judaism ("the Principles") by the provision of religious services, the provision of religious rites and ceremonies, and the provision of religious education. The Charity's objectives are also the advancement of charitable and community activities for the benefit of the public generally within the Area of Benefit, this being the Bristol area and within an area of approximately 60 miles around Bristol.
In setting objectives and planning for activities, the Trustees have given due consideration to general guidance published by the Charity Commission relating to public benefit, including the guidance 'Public benefit: running a charity (PB2)'.
Activities undertaken to achieve objectives
The charity's work is supported by income from members' subscriptions, voluntary donations and occasional grants.
Financial review
Trustee Responsibilities
The Charities Act 2011 requires the trustees to prepare financial statements each year in accordance with the current regulations. The trustees are responsible for keeping proper accounting records, which disclose with reasonable accuracy at any time the financial position of the year. They are also responsible for safeguarding the assets of the trust and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.
Financial Review
The accounts have been prepared on a receipts and payments basis in accordance with the Charities Act 2011. Therefore, the surplus shown on the Income and Expenditure Account of £11,549 does not take account of any liabilities that may be owed by BWPJC or amounts due to BWPJC at the period end. The surplus is in line with the expectations of the Trustees, and the Trustees continue to be in a position to hold sufficient reserves to cover variable running costs for at least 6 months and to have a contingency for any other emergencies
Reserves
Restricted funds
The Charity holds restricted funds consisting of donations or endowments received for specific purposes.
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TRUSTEES' REPORT (CONTINUED) FOR THE YEAR ENDED 31 OCTOBER 2024
Risk Management
A medium-term financial risk to the Charity has been identified in relation to on-going subscription income and expected expenditure. Council is actively and regularly reviewing both income and expenditure to mitigate this risk. Council does not consider that this represents a risk to the Charity as a going concern. The Charity confirms that a Futures Group has been established and systems have been established to enable regular reports to be produced so that the necessary steps can be taken to reduce this risk.
Structure, governance and management
a. Constitution
Bristol and West Progressive Jewish Congregation is a registered charity, number 1191437, and is governed by an amended written Constitution adopted at the Annual General Meeting on 12 January 2020.
Methods of appointment or election of Trustees
The Trustees are elected by the members of the congregation, and may serve for two years, after which period they shall be eligible for re-election. Trustees may serve up to three consecutive terms. The trustees meet no fewer than 10 times a year.
Approved by order of the members of the board of Trustees and signed on their behalf by:
…………………………………….
Date:………………………………….29/10/25
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BRISTOL & WEST PROGRESSIVE JEWISH CONGREGATION
INDEPENDENT EXAMINER’S REPORT FOR THE YEAR ENDED 31 OCTOBER 2024
Independent examiner's report to the trustees of Bristol & West Progressive Jewish Congregation
I report on the accounts of the Bristol & West Progressive Jewish Congregation for the year ended 31 October 2024, which are set out on pages 1 to 5.
Respective responsibilities of trustees and examiner
The charity's trustees are responsible for the preparation of the accounts. The charity's trustees consider that an audit is not required for this year under section 144(2) of the Charities Act 2011 (the 2011 Act) and that an independent examination is needed.
It is my responsibility to:
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examine the accounts under section 145 of the 2011 Act;
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to follow the procedures laid down in the general Directions given by the Charity Commission under section 145(5)(b) of the 2011 Act; and
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to state whether particular matters have come to my attention.
Basis of independent examiner's report
My examination was carried out in accordance with the general Directions given by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from you as trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit and consequently no opinion is given as to whether the accounts present a 'true and fair view' and the report is limited to those matters set out in the statement below.
Independent examiner's statement
In connection with my examination, no matter has come to my attention:
(1) which gives me reasonable cause to believe that in any material respect the requirements:
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to keep accounting records in accordance with section 130 of the 2011 Act; and
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to prepare accounts which accord with the accounting records and comply with the accounting requirements of the 2011 Act
have not been met; or
(2) to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.
Ben Sheils FCCA
Ben Sheils FCCA (Oct 31, 2025 11:07:32 GMT)
Name: Ben Sheils FCCA Relevant professional qualification or body: ACCA Address: Suite 33, Unit 2, 94A Wycliffe Road, Northampton, NN1 5JF Date:
Oct 31, 2025
BRISTOL AND WEST PROGRESSIVE JEWISH CONGREGATION
DETAILED INCOME AND EXPENDITURE ACCOUNT YEAR ENDED 31 OCTOBER 2024
| INCOME Membership income Donations and appeals Income tax recoverable Rabbi's discretionary fund Donations for YKA HHD donations Communal Seder Community Weekend School visits Funeral services Course fee Bet din Liberal Judaism Sundry income Interest received EXPENDITURE Wages and salaries Employers National Insurance Staff pension Staff training Rabbi's medical expenses Rabbinic expenses LJ Congregational Assessment Fee Community weekend Food and refreshments Purchases for shop Repairs and maintenance Cheder expenses Cleaning Utilities Insurance Board of Deputies YKA expenses Education fund Sundry expenses Rabbi's discretionary fund - assistance Donations Telephone and internet Bank charges Professional fees Safeguarding and consultancy IT software and consumables Printing postage and stationery Advertising and marketing Accountancy Surplus of income over expenditure |
2024 2023 47,398 41,317 5,898 8,588 17,884 - - 8,425 4,251 3,497 650 570 914 660 - 1,350 2,847 2,354 792 970 80 460 600 200 234 132 3,803 2,734 85,351 71,257 24,363 17,262 4,710 2,339 6,338 5,342 395 90 - 400 2,029 2,952 5,837 15,596 1,046 1,012 1,611 598 233 - 2,502 10,504 657 514 3,287 3,191 3,253 5,359 4,010 4,554 25 495 4,381 4,353 1,880 1,232 243 317 1,950 3,301 250 - 902 597 525 339 - 454 701 650 1,497 1,172 262 4 - 45 915 1,275 73,802 83,947 11,549 (12,690) |
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BWPJC final accs package 31-10-24-Signed
Final Audit Report 2025-10-31
Created: 2025-10-31 By: Ben Sheils (ben@holderandcombes.co.uk) Status: Signed Transaction ID: CBJCHBCAABAAndc70586QfOrNosEXpXOYA0whz_NGUQL
"BWPJC final accs package 31-10-24-Signed" History
Document digitally presigned by Foxit Software Inc. (foxit-sign-certs@foxit.com) 2025-10-29 - 7:12:03 AM GMT
Document created by Ben Sheils (ben@holderandcombes.co.uk)
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Document emailed to sheils.ben@googlemail.com for signature
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Signer sheils.ben@googlemail.com entered name at signing as Ben Sheils FCCA 2025-10-31 - 11:07:30 AM GMT
Document e-signed by Ben Sheils FCCA (sheils.ben@googlemail.com)
Signature Date: 2025-10-31 - 11:07:32 AM GMT - Time Source: server
Agreement completed.
2025-10-31 - 11:07:32 AM GMT