## **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** **----- Start of picture text -----**
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** **----- Start of picture text -----**
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** **----- Start of picture text -----**
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 **----- Start of picture text -----**
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