## **Trustees Annual Report Plymouth Hebrew Congregation 31[st] March 2025** 

## **Charity Details** : 

Registered Charity No. 220010.  GDPR Registration No. ZB568502 

Address: Synagogue Chambers, Catherine Street, Plymouth PL1 2AD 

## **List of Trustees** 

Trustees are proposed and elected from the subscribing membership. Note: All members of the governing committee of Plymouth Hebrew Congregation are Trustees by Charity Law. 

## **Honorary Officers of the GP Committee** 

President: Dr Judith Beckman 

Honorary Treasurer: Mrs Alison Smith 

Acting Honorary Secretary: Mrs Alison Smith 

Membership Secretary: Mrs Anna Kelly 

## **Members of the GP Committee** 

Mr Adam Jacobson 

Mr Jeremy Sibley 

Mr Martin Straus 

**Gabbai:** vacant 

**Chair: Chevra Kadisha/Bikur Cholim** : Mrs Anna Kelly 

## **Headstone Maintenance Chair** : vacant 

**Cheder** : vacant 

## **Trustees of the Unincorporated Body: The Plymouth Hebrew Congregation** 

Mrs Anna Kelly 

These trustee(s) hold in trust for the for the benefit of Plymouth Hebrew Congregation title to the Congregations lands and buildings. 

## **Professional Advisors:** 

**Legal Advisor (non-practising):** Mr Stuart Goodman 8 Red Road, Brentwood, Essex CM14 5JE 



## **Independent Examiner** : Ms Sally Wainwright ACMA 

Et Voila Accountancy Services Ltd, Isis Business Centre, Smith Road, Wednesbury, West Midlands WS1 0PB 

**Bankers:** Nat West Ltd. 14 Old Town Street, Plymouth PL1 1DG 

**Architects:** MB Architects, Mewes & Davis Architects 

6 Derriford Business Park Derriford Plymouth PL6 5QZ 

**Assets:** 

The Synagogue and Vestry buildings, Catherine Street; The Old Cemetery, Lambhay Hill. The Cemetery, Ohel and Lodge at 49 Gifford Place: listed silverware and Sifrei Torah. Stocks invested in the M&G Charifund. 

**Employees** : Part-time residential Custodian: Mr Jeremy Sibley. 

**Purposes of the Registered Charity** : To maintain and control the affairs of Plymouth Synagogue, in the accordance with the practices of Orthodox Jewry under the jurisdiction of the Beth Din. As stated at registration with Charity Commission in 1966. 

**Governance** : Rules adopted 6[th] Feb 1949 with amendments 17th Jan 1999, 21st Jan 2007,16[th] Dec 2008 and 8[th] Jan 2023. 

**Activities** : Reception of visitors of all faiths or none for the purpose of seeing the historic Grade II* listed building and hearing about Jews and Judaism. Regular school parties attend to hear about Judaism as part of their educational curriculum. 

**Religious activities** : Jewish Orthodox religious services and festivals, conducted by Dr Joseph Bard assisted on occasions by Mr Menachem Olberg and others. Including school visits and social events for Purim and Chanukah. 

**Visiting ministers** : Rabbi David Lister and family visited in August. 

**Website** : Our website is www.plymouthsynagogue.co.uk and has been created by Mr Mike Ferguson, one of our regular attendees, using information from Mrs Anna Kelly and photographs from Mr Jeremy Sibley. 

**Community work** : Plymouth City Council values the presence of the Jewish Community in the City. Dr Judith Beckman and Mrs Deborah Temple are Jewish Faith Speakers for the Plymouth Centre for Faith and Cultural Diversity. Dr Beckman is a trustee of the committee of PCFCD. Both Dr Beckman and Mrs Temple are members of SACRE. The Community takes part in Holocaust Memorial Day, and committee members attend various mayoral and civic engagements during the year. 

**Disabled Access** : Both the Synagogue and Vestry buildings are accessible to wheelchair users by means of ramps. 

**Public Benefit Statement** : We welcome all people to our services. 



**Financial Review** : Plymouth Hebrew Congregation endeavours to keep its bank accounts in credit each year, the committee has made savings in order to reduce annual expenditure, it is however monitoring energy consumption regularly as this represents a significant annual outlay. 

## **Declarations** : 

The Trustees declare that they approved the trustees annual report above. Signed on behalf of the Trustees: 


Mrs Alison Smith Honorary Treasurer Dated: 24[th] June 2025 




|**PLYMOUTH HEBREW CONGREGATION**|**PLYMOUTH HEBREW CONGREGATION**|**PLYMOUTH HEBREW CONGREGATION**|Charity No<br>(if any)<br>220010|Charity No<br>(if any)<br>220010||
|---|---|---|---|---|---|
|**Annual accounts for theperiod**||||||
|Period start date|**01/04/2024**|**To**|Period end<br>date|**31/03/2025**||



## **Section A                      Statement of financial activities** 

|**Recommended categories by**<br>**activity**<br>Guidance Notes<br>**Incoming resources (Note 3)**<br>**Income and endowments from:**<br>Donations and legacies<br>S01<br>Charitable activities<br>S02<br>Other trading activities<br>S03<br>Investments<br>S04<br>Separate material item of income<br>S05<br>Other<br>S06<br>S07<br>**Resources expended (Note 6)**<br>**Expenditure on:**<br>Raising funds<br>S08<br>Charitable activities<br>S09<br>Separate material item of expense<br>S10<br>Other<br>S11<br>S12<br>S13<br>Net gains/(losses) on investments<br>S14<br>S15<br>**Extraordinary items**<br>S16<br>S17<br>S18<br>Other gains/(losses)<br>S19<br>S20<br>**_Reconciliation of funds:_**<br>S21<br>S22<br>**_Total_**<br>**_Net movement in funds_**<br>Total funds brought forward<br>**_Total funds carried forward_**<br>**_Total_**<br>**Net income/(expenditure) before investment**<br>**gains/(losses)**<br>**Net income/(expenditure)**<br>**Transfers between funds**<br>**Other recognised** **gains/(losses):**<br>Gains and losses on revaluation of fixed assets for the charity’s own use|**Unrestricted**<br>**funds**<br>**Restricted**<br>**income**<br>**funds**<br>**Endowment**<br>**funds**<br>**Total funds**<br>**Prior year**<br>**funds**<br>**£**<br>**£**<br>**£**<br>**£**<br>**£**<br>F01<br>F02<br>F03<br>F04<br>F05|**Unrestricted**<br>**funds**<br>**Restricted**<br>**income**<br>**funds**<br>**Endowment**<br>**funds**<br>**Total funds**<br>**Prior year**<br>**funds**<br>**£**<br>**£**<br>**£**<br>**£**<br>**£**<br>F01<br>F02<br>F03<br>F04<br>F05|**Unrestricted**<br>**funds**<br>**Restricted**<br>**income**<br>**funds**<br>**Endowment**<br>**funds**<br>**Total funds**<br>**Prior year**<br>**funds**<br>**£**<br>**£**<br>**£**<br>**£**<br>**£**<br>F01<br>F02<br>F03<br>F04<br>F05|**Unrestricted**<br>**funds**<br>**Restricted**<br>**income**<br>**funds**<br>**Endowment**<br>**funds**<br>**Total funds**<br>**Prior year**<br>**funds**<br>**£**<br>**£**<br>**£**<br>**£**<br>**£**<br>F01<br>F02<br>F03<br>F04<br>F05|**Unrestricted**<br>**funds**<br>**Restricted**<br>**income**<br>**funds**<br>**Endowment**<br>**funds**<br>**Total funds**<br>**Prior year**<br>**funds**<br>**£**<br>**£**<br>**£**<br>**£**<br>**£**<br>F01<br>F02<br>F03<br>F04<br>F05|
|---|---|---|---|---|---|
||13,159|32,212|-|45,371|17,492|
||-||-|-|-|
||5,100|-|-|5,100|5,100|
||4,864|-||4,864|4,774|
||-|-|-|-|-|
||-|-|-|-|-|
||23,123|32,212|-|55,335|27,366|
|||||||
||-|-|-|-|-|
||34,915|-|-|34,915|116,092|
||-|-|-|-|-|
||-|-|-|-|-|
||34,915|-|-|34,915|116,092|
|||||||
||(11,792)|32,212|-|20,420|(88,726)|
||3,294|-|-|3,294|(1,434)|
||(8,498)|32,212|-|23,714|(90,160)|
||-|-|-|-|-|
||-|-|-|-|-|
|||||||
||-|-|-|-|-|
||-|-|-|-|-|
||(8,498)|32,212|-|23,714|(90,160)|
|||||||
||106,703|1,500|-|108,203|197,733|
||98,205|33,712|-|131,917|107,573|





## **Independent Examiner's report to the Trustees of PLYMOUTH HEBREW CONGREGATION** 

I report on the accounts of Plymouth Hebrew Congregation for the year ended 31st March 2025. Respective responsibilities of Trustees and Examiners 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 and that an independent examination is needed. It is my responsibility to: - examine the accounts (under section 145 of the Charities Act 2011); - to follow the procedures laid down in the General Directions of the Charity Commission (under section given by the Charity Commissioners under section 145 (5) (b) of the Act and - to state whether particular matters have come to my attention. 

## **Basis of independent examiners' report** 

My examination was carried out in accordance with the General Directions given by the Charity Commissioners. 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 the seeking of explanation 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, I do not express an audit opinion on the view given by the accounts. Independent examiners' statement In connection with my examination, no matter has come to my attention: which gives me reasonable cause to believe that, in any material respect, the requirements: (a)not to comply with the accounting requirements of the Statement of Recommend Practice: Accounting and Reporting by Charities have been met; or b) to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached. 


**Miss Sally J Wainwright ACMA Chartered Management Accountant Independent Examiner 23[rd] June 2025** 

