Trustees’ Annual Report for the period
From 03/11/22 Period start date to 31/12/23 Period end date
Charity name: City Of Southend Jewish Community Support (COSJCS) Charity registration number: 1200901
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | The prevention or relief of poverty by making grants and/or purchasing specific items or services of need amongst those who identify themselves as being members of the Jewish faith within the City Of Southend and an outlying radius of 15 miles from the City Centre |
| 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 grants |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | 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 Attached Para 1.38 Policy on grant making None Para 1.38 Policy on social investment including program related investment None Para 1.38
Contribution made by volunteers Other
Achievements and Performance
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SORP reference
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| Achievements and Performance | Achievements and Performance | 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 | Within its first year COSJCS has: Achieved a unified approach to poverty across the various Jewish communities within the City Of Southend. Received 10 new Grant applications. Achieved a financial surplus for future distribution. Successfully created relationships with other Stakeholders and support organisations. |
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 | Reserve fund of £8167 against future grants. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | Liquidity for emergency grants |
| Amount of reserves held | Para 1.22 | £8167 |
| 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 |
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 | Reserves currently held in cash unless and until they exceed £25k. |
| A description of the principal risks facing the charity |
Para 1.46 | On-going donations. |
| Other |
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 | 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 | Trustee Self-Selection at 3 yearly intervals |
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: |
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 | We have 3 Trustees with a minimum of 2 Trustees required in order to authorise a grant. No other staff or volunteers. |
| Relationship with any related parties |
Para 1.51 | None |
| Other |
Reference and Administrative details
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Charity name City Of Southend Jewish Community Support
Other name the charity uses COSJCS
Registered charity number 1200901
Charity’s principal address 1386 London Road. Leigh On Sea, Essex SS9 2UJ
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Names of the charity trustees who manage the charity
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Dates acted if not for whole Name of person (or body) entitled
Trustee name Office (if any)
year to appoint trustee (if any)
1 Graham Berg Chairman/Trustee Existing COSJCS Trustees
2 Saul Caplan Trustee Existing COSJCS Trustees
Rabbi Geoffrey Trustee Existing COSJCS Trustees
3
Hyman
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
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– 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 None 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
None
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) Graham Berg Full name(s) Graham Berg Position (eg Secretary, Chairman Chair, etc) Date 15th July 2024
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COSJCS No (if any)
Receipts and payments accounts CC16a
For the period Period start date Period end date
To
from 03/11/2022 31/12/2023
Section A Receipts and payments
Unrestricted Restricted Endowment
Total funds Last year
funds funds funds
to the nearest
to the nearest £ to the nearest £ to the nearest £ to the nearest £
£
A1 Receipts
11,450 - - 11,450 -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
Sub total (Gross income for
- - 11,450 -
AR) [ 11,450 ]
A2 Asset and investment sales,
(see table).
- - - -
- - - - -
Sub total - - - - -
Total receipts 11,450 - - 11,450 -
A3 Payments
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
Sub total [ 3,284 ] - - 3,284 -
A4 Asset and investment
purchases, (see table)
- - - -
- - - -
Sub total [ - ] - - - -
Total payments [ 3,284 ] - - 3,284 -
Net of receipts/(payments) 8,166 - - 8,166 -
A5 Transfers between funds - - - - -
A6 Cash funds last year end - - - - -
Cash funds this year end 8,166 - - 8,166 -
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Section B Statement of assets and liabilities at the end of the period
| Categories B1 Cash funds CCXX R1 accounts (SS) |
Details 1 |
Unrestricted funds to nearest £ 8,166 - |
Restricted funds Endowment funds to nearest £ to nearest £ - - - - 15/07/2024 |
|---|---|---|---|
| Signed by one or two trustees on behalf of all the trustees B2 Other monetary assets B4 Assets retained for the charity’s own use B5 Liabilities B3 Investment assets |
Signature Graham Berg Details Details Details Total cash funds (agree balances with receipts and payments account(s)) Details |
- - 8,166 - OK OK Unrestricted funds Restricted funds to nearest £ to nearest £ - - - - - - - - - - - - Fund to which asset belongs Cost (optional) - - - - - Fund to which asset belongs Cost (optional) - - - - - - - - - Fund to which liability relates Amount due (optional) - - - - - Print Name Graham Berg |
- |
|---|---|---|---|
| - OK |
|||
| Endowment funds to nearest £ - - - - - - Current value (optional) - - - - - Current value (optional) - - - - - - - - - When due (optional) Date of approval 15th July 2024 |
CCXX R2 accounts (SS)
15/07/2024
2