REGisfERED CHARITY NUMBER: 231853 REPORT OF THE TRusfEes AND UNAuorrED RNANCIAL STATEMENTS FOR THE YEAR ENDED 31 JULY 2024 FOA OXFORD JEWISH CONGREGATION Bronsens Chartered Certilled Aecountants Eden House Two Rlvern Buslne88 Park vthey Oxfordshire OX28 48L
OXFORD JEWISH CONGREGATION coprrENTS OF ThE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 JULY 2024 R•f•r•nc• and Admlnlatratlv• D•tall• 2 10 3 INl•p•nd¢nl ExanerS R•port stst•nwrt ol Flninelal Acllvlll•8 Balan Sh••1 Noleoto the Flnandal Slat•m•nt• 7 to 13 D*ll•d Slatomofit of Rnanclal Actlvltl•• 14 to 15
OXFORD JEWISH CONGREGATK)N REFERENCE AND ADMINISTRATIVE DETAILS FOR THE YEAR ENDED 31 JUL Y 2024 REGISTERED CHARITY NUMBER 231853 PRINCIPAL ADDRESS 21 Richmond Road Oxford OX1 2JL TRUSTEES Coun¢ll TrMber• The following 8eNed as Council Membe and Trvstees the year.. Pre8kl•nt: Prof M Goodman - unlll 21 January 2024 Mr M Smon- from 21 January 2024 Trna8ur•r. M$ J Shalz Secr•thry: Ms S Montaau - until 21 January 2024 Prof M Goodman- from 21 January 2024 Councll DT G Blumberg Dr T Davison - resikmed 10 Septèmber 2024 Mr B Freilich Ms N Frost- co-opted 13 Febwary 2024 M8 C Golikteln Ms L GordDn Mr J Kaye- r&signed 21 January 2024 Ms S Monlagu - elected 21 January 2014 MrJ. Morr MS M Muldal - eleotsd 21 January 2024 Ms Y Pames MfA Samuel MS S Sheppard Ms K Shock- resigned 21 January 2024 MS J Silver Al elected membrs of Council are TTUSteeg ol Coun¢il for the purposes of the Charity CommB3ion. The Treasurer 16 rèsponsible for the Go.ordinalon of the admlnislration of the Trust, corregpondencè, maintenance of finan(al records, expenditure payments and monilorkng est'm8te8 of income and expend'lure, ca8h Ilow and repo9 the day-to-day activities to the Tru8tee8 and other members of th CouncAI. INDEPENDENT EXAMINER Bronsens Charterèd Cerbfjed Accountsnts Eden House Two River$ Business Park wrtney Oxfordshire OY28 4BL INVESTMENT ADVISERS J. M. Finn &Co 4 Coleman Slroet London EC2R STA Pagg 1
OXFORD JEWISH COMGFIEGATION REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 JULY 2024 The trustees present their rèport I1h the finanrAal 8tatements of the tharity for the yèar ended 31 Juty 2024. The trustees have adopted the provi&ons of Accounting and Reporting by Charities.. Statement of Rec0Tr7mended Pra¢tr'¢e applicable lo Charities preparlng their accounts in accordance with the Finanoal Reportlng SlandaTd applicable in the UK and Republic of Ireland IFRS 1021 {effeCVe 1 January 2015). STRUCTURE, GOVERNANCE AND MANAGEMENT Govemlng docum•nt The eharity was formed under a Deed of Constition dated 22 June 1978, $lighty amended (for pradcal reasons) on 19 December 1993 and 11 December 1994 and Ihoroughly revised and amended on 25 January 2015, to carry out the activlties described below. Organlsatlon41 atructure The Oxftsrd Jewish Congregation {OJCI is governed by a committee of Trustees, knowrt a8 the Counul, comprising members of the OJC (including the honorary officers) elected by the membershlp and up to six fiJrther mtrmbers co-opted by vote of Council. cn¢11 members in 2023-2024 are Irdled above. Members of the Congregatlon pay annual sub$cripUons at one of $everal rates, depending on oircumstances, as well as any addltional donations which they see fit to make. The Trustees delegole investmenl authoTity and management to an Investment Committee, Ihe members of whl¢h may or may nol be Trusl¢e8. The Inveslment Committee reports regulady to the Counul Rl•k managemenl The trustees carry out regular reviews of the athiti9$ of Ihe charlty and of the systoms in use. This is for the purpose of planning for the tUre and assessing and managing any major rfsks likety to affeGt the operation of the trust. The Trustees are sabsfied that systems are In place to mib.gale exposure to malor risks. OBJECTIVES APID ACTIVITIES Obiectlv•$ alms The objects of the chaiity include the advancement of the Jewish religion by the maintenance of Religlous Services and Hebrew and Religion Classes,. other activities to promote the welfare of the Jews of Oxford and tts surroundings,. and other charitable purposes, such as a kosher meals se¥vice for Jewish students and education about Jewish affairs among the general population. Its religious services linduding burial arrangements) and membership are available to all those ol the Jewsh faith. It nominates three of the dlTe6tors of the Oxford Synagogue and Jew¥h Centre Limited I0cL}. the Chalrman of the OSJCL Management Committee attends meetings of its Council by invitation. The Trustees have continued to maintain thew and objectives as OLrtlined obove and descrfbed in the body ofthis knnu81 Report. En8Urtng w• re4 our alm• The TrustÈes review the aims, objectives and activities each year. We look at what we have achieved In toms of the succes9 of each key activty and thè benefits we have brought to Ihe community. Th18 review also help8 US to ensure our aims, objectives and activrfcies remain focussed on our stated purposes. We have referred to the guidance contained in the Charity Commission's general guidance on public benefit whan reviewing our aims and Objecte8 and in plannng our fvture activities. In particular the Trustees consider how planned activities 11 contfibule to the aims and objectwes we have set. Slgnlflcant actlvltleg Religlous seNices for several denomination$ have contlnued to run through the year. Educational setwlces for bgth adults and chlldren have Continued. both in per80n and on-line. Aelivthes lo promote the welfare of Ihe Jews of Oxford and the wider area have been condu¢led in many diffeienl fields. These include hospital Vl8iting and a lunch-time cjub for older members. Outreach to the wider community has continued to bè an area of strength, not only through the education pro9ramme both at schools and for visiting pattes of all ages, bul also in the maintenance of the communrtvs deep involvement in Interfrdtth work in the Oxford area. Pagè 2
OXFORD JEWISH CONGREGATION REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 JULY 2024 Grantmaklng The trustees have the ithscrelion to make grants to OSJCL towards Ihe njnning co8t8 of the Oxford 8yfJagogLbe buildings in which these activil88 toke place. The trustee6 also have the discretion to make grnnls for any other PUrpe that they feel fits in the Charity objectives. Volunl•ers The trustees graletully ackn0$dge the conlr*Jution of the many volunteers wthout whose efforts the programme of activrties would not be possible. ACHIEVEMENT AND PERFORMANCE Charltabl• actlvttle8 The OJC has had a success1 year In furtherhg Ihe aims of the chartty'8 obledves throu Its dtverse 8Gthves. Th8 results for the year are set out In the 8tstement of financlal actlvile8 on the folowng pages. FINANCIAL REVIEW Inveatment pollcy and obJ•etlv•s The Trustees. invèstment powers arè stated In the Trust Deed. A8 at 31 lY 2024, lh• Charity held investmènts valued at £1,041,393 {2023.' £997,084). ArVeS pollcy The trustee5 regularfy review the Company's financial po8ltion to ensure that sufficient re8eTves are held to meet any foreseeable liabillties and commitments. Flnanelttl Po8lllon Total incoming resources for the year amounted to £277,543 {2023'. £280,298). Total expenditsjre for the year was £283,025 12023.. £274,165). Nel galns on investment assets were £52,550 12023.. 1088e8 01 £142,069) giving a surplu8 foT the year of £47,08812023'. deficll of £135,936). STRUCTURE, GOVERNANCE AND MANAGEMENT G¢vernlng d¢cumerrt The d)arty is controlled by tts governing document, a deed of trust and Constitutes an uninco0rat8d charity. Approved by order of the board oftrustees on 3 December 2024 and signed on its behalf by: Prof M Goodman- Trustee Page 3
INDEPENDENT EXAMINER'S REPORT TO ThE TRUSTEES OF OXFOAD JEWISH CONGAEGAnoN Indep•ndent •x•mlneV8 report to the tru8teeè of Oxlord Jthvl8h Congregatlon I report to the charity trustees on my examln8tion of the accounts of Oxford Jewish Congregation (the Trust) for the year ended 31 July 2024. Ro8pon8lbllllle8 and ba41• of roport As the charity trustees of the Tru8t y¢)u arè responslble for the preparatlon of the accounts in accordan¢e the requirements of Ihe Charities Act 2011 {Ihe Act'l. I report kn respect of my examination of the TNSVS accounts carried oul undèr Sedion 145 of the Act and in carrying out my ex8mlnallon I have followed all apFdi¢able C¥rec11on$ glven by the Charity Commlsslon under Section 145{Sllbl of the Act Indepondent examln8 •tatemont Slnce your ¢harty's gross income exceeded £250,000 your examlner must be a member of a Ilsted body. I ean confirm that l am walified to undertake the examination bècause l am 8 member of the Instityte of Chartered AOuntants in Englan¢J and Wde8. thich is one of the listed bodles. I have completed my examination. I confirm that no material matters have come to my attentbon in ¢onne(on wlth the examination gfving me cause to believe that in any material respect= accounlng records were not kept in resp¥ct of the Trust 8$ requwed by Section 130 of the Act; or Ihe a¢counts do not accord those records,. or the accounts do not wmply with the appIlble requlrements conceming the form and content of accounts sel out In the chareS (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a true and frdlr view which18 not a matter consldered as part of an iidependent examination. I have no concems and have come a¢r088 no othér m8tter8 in ConnelOn th the examination to whlch attenlon should be drawn in th18 report In order to enable a proper understanding of Ihe accounts lo be reached. Fl¥lip J Burton FCA The In8ti1ute of Chartered Accountsnts in England and W8le8 Bronsens Chartered Certified A¢untants Eden House Two Rivers Bu&nè8s Park VIAtney Oxfordshire OX28 48L 3 DecembeT 2024 Page 4
OXFORD JEWISH CONGREGATION STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31 JULY 2024 31.7.24 Totsl funds 31.7.23 Total fijnds Unresthcted Restricted fijnd fjjnd Notes INCOME AND ENDOWMENTS FROM Donations and legacie8 229,136 15,152 244,288 246,591 Investsnent income 12,700 20,55S 33.255 33,707 Total 241.836 35,707 277,543 280.298 EXPENDITURE OM Raising fvnds 3,337 4,903 8,240 8,168 Chartlable actlvltl•8 Religious serVIS and other costs Grants paid 73,088 117,S55 48,886 3,500 121,974 121,055 109.525 122,002 Other 26,106 5,650 31.7S6 34,470 Total 220,086 62,939 283,025 274,165 Nel gainsl{1088esl on inv•strnents 24,196 28,354 52,550 (142,0691 NET INCOMW(EXPENDrruRE) 45,946 1,122 47,C68 {135,936) RECONCIUATION OF FUNDS Total ndS brought fonNard 415,620 655,561 1,071.181 1,207,117 TOTAL FUNDS CARAIED FORWARD 461,566 6S6,683 1,118,249 1,071,181 The notes form part ofthese ffinandal 8latements Paae 5
OXFORD JEWISH CONGREGATION BALANCE SHEET 31 JULY 2024 31.7.24 Totsl nds 31.7.23 Total nd8 Unrestrlcted Re8tricted ffijnd (und Note$ FIXED ASSETS Tangible assets Investments 10 10,864 409,237 14.916 632,156 25,780 1,041.393 32,225 997,084 420,101 647,072 1.Cfj7,173 1,029,309 CURRENT ASSETS Debtors Cash at bank 12 51,507 88,696 2,258 7,353 53,765 96,049 101,569 44,027 140203 9,611 149,814 145,596 CREDITORS Amounts fallkng thje vAthin one year (98,7381 198,738) (103,724) NEf CURRENT ASSETS 41,465 9,611 51,076 41,872 TOTAL ASSEfs LESS CURREKr LIA81UTIES 461,566 656,683 1,118,249 1,071,181 NET ASSErs 461,566 656,683 1.118,249 1.071.181 FUNDS Unrethcted funds Restricted fvnds 14 461,566 656,683 415.620 655,561 TOTAL FUNDS 1,118,249 1,071,181 The thnancAal $tstemen18 were approved by the Board of Trustees and authorlsed for 188ue on 3 December 2024 and were si¥med on its behalf by-. Prof M Goodman - Trustee $ J Shats- Truste@ The noles form part 0fthe ffinancial statements Page 6
OXFORD JEWISH CONGREGATION NOTES TO THE FINANCIAL sfATEMENTS FOR THE YEAR ENDED 31 JULY 2024 ACCOUNTING POLICIES Basis of preparlng the financlal stalements The financial statements of the tharity, which Is a public benefit entity under FRS 102, have been prepared in actordance with the Ch8rilies SORP IFRS 1021 'Accounting and Reporting by Charities.. Statement ol Recommended Practice applicable to charitles prèparing their accounts Sn accordance with the Flnancial Reporting Standard applicable In the UK and Republic of Ireland {FRS 1021 18ffective 1 January 20191.. Financial Reporting Standard 102 The Finan¢lal Rep(x1ing Standard applIb]e In thè UK and R8public of Iland, and the Charities Act 2011. The financlal sialements have been prepared under the historical cost ¢onvenUon, with the exception of investrnents which afe included at market value, as modified by the revaluauon ol certain assets. Incom• All Income Is recognised in the Statement of Financk41 ActNlties once the charity has entiugment to tha funds, il is probable that thè income 11 be r&dved and the amount can bg measured r81k2bly. Exponditure Liabilrfties are recLxJnlsed as expendiiure as soon as there Is a legal or constructive obligation commilting IhÈ charity to that expendrture, it is probable that a transfer of econornic benefits wlll be required In settlement and the 8mount of thè obligation can be measured reli8bly. Expenditure Is accotjnled for on an accrua15 basis and has been classified under headings thal aggregate all cost related to Ihe category. Where ¢osis cannot be directly allributed to parts"¢ular headings they have been allttated lo a¢iivities on 8 basis conslstent with the use of resources. Grants offered subject to (K)ndilions which have not been mat at thè year end date are noted as a mmiiment but not accruod as expenditure. Allocation and apportlonment ¢1 costs All exp8ndllure is accounted for on an accruals basls and has been classlfied und8T headings that aggregate all costs related to the category. Vvhere Costs canrrf)I be dlTectly 8ttribute(I to particular heading5 they have been allocated to actSvilies on a basis consistent wlth use of the resources. Tangible fixed assetB The charity Pald a deposit for audiopvisual &]uipnent in the year. Depredation will be charg8d from the period in whlch the asset is in use. Taxalion The charity is exempl from tax on its Gharitable activth5. Fund accounting Unrestricted fijnds Can be used In accordance wth the charilabla objectives al the discretion of the trustees. Restrlclgj fijnds Can only be used for partlcular r68tricled purposes wlthin the objects of thè charfly. Reslriclions arise when specified by Ihe donor OT when funds are raised for particular restricted purposes. Further explanatson of Ihe nature and purp> of oach fund Is Included in the notes to the financlal stalemgnts. Flxed asset Investments Quoted fixed ass8t equity invesknenls are included in the accounts al their mathat value at the balanc8 sheet date. This gives rise lo unrealised galns and losses whi¢h are indude on the face of the Statement of Flnanclal A¢b"vities. Page 7 continued...
OXFORD JEMSH CONGREGATION NOTES ro THE FINANCIAL STATEMENTS- ¢ontinu8d FOR THE YEAR ENDED 31 JULY 2024 DONATIONS AND LEGACIES 31.7.24 31.7.23 Donations Gift aid Legaaes SubscrSptions Se¢urily levy Burials Education Kiddush Hill En¢J Kaytan8 George Sllver Fund donations Kol Nidre App8al dOnaOn$ Board of Deputies donations Cemetery upkeèp donations Sundry Income 8,780 42,488 13,920 35,268 11,700 105,073 12.813 25,585 9,386 124,981 14,089 19,857 1 0.565 2.375 2.210 2,080 8,988 5,102 2,950 2,120 2.275 3,765 5,110 10,000 5.746 2,523 244,288 246.591 Donations made under the headlngs Goorge Silver Fund. Kol Nidre Appeal and Board Of Deputies are made by indivOual membors of the Oxfortl Jewlsh Congregations and are passed on in full to the relevant charitable organlsation. These payments are part of the toial for religious expenditurè shown in Note 5. INVESTMEKf INCOME 31.7.24 31.7.23 Incomo from invaslmenl portfolK•s Depo1 account interest 32,660 595 33,e10 33,255 33,707 RAISING FUNDS Invtstment managom•nt ¢¢sts 31.7.24 31.7.23 Portfolio managgmenl 8,240 8.168 Page 8 continued...
OXFORD JEWISH CONGREGATION NOTES TO THe FINANCIAL STATEMENTS- continued FOR THE YEAR ENDED 31 JULY 2024 CHARITABLE ACTIVITIES COSTS Grant fvnding of activities (see note 61 Dlrect Costs Totals Rdiglous seNlw and other costs Grants paid 121,974 121.974 121.055 121,055 121.974 121,055 243.029 GRANTS PAYABLE 31.7.24 31.7.23 Grants p8id 121,055 122.002 The toial grdnts paid lo Institutions during tha year was as foll 31.7.24 31.7.23 Grants to Oxlord Synagogue & Jewlsh Centre Llmited 117.555 119,502 amount shown as paid lo th8 Oxfcfd Synagoguo and Jewsh Centre Limitèd Is the same as ihot reVj by that charity in the porfod. The total grants paid to indNiduals during the y08r was as follows.. 31.7.24 31.7.23 Edu¢aUon grants from the HH Posner Fund 2,500 SUPPORT COSTS Govemane8 Other resources expended 28,085 Support Costs, includad in the above, are as fdbws.. OTHER 31.7,24 31.7.23 Oxford Men(wah and OJC News Llberal Judaism MasDrtI Judaism Support costs 1,921 1,956 500 1.250 30,784 1.250 28,085 31,756 34,470 Page 9 contlnu&l...
OXFORD JEWIISH CONGREGATION NOTES TO THE FINANCIAL STATEMENTS- continu•d FOR THE YEAR ENDED 31 JULY 2024 TRUSTEES. REMUNERATION AND BENEFITS There werè no trusteès, remun8raticn or other beneffts for the yeai ended 31 July 2024 nor for the year ended 31 JU 2023. Trustees. •xp•n$¢$ There wwe no Iwstees, expanses paid for the year ended 31 July 2024 nor for the year ended 31 July 2023. 10. TANGIBLE FIXED ASSETS Fixtures and fittings COST Ai 1 August 2023 and 31 July 2024 32,225 OEPRECIATIOM Charge for year 6.445 NET BOOK VALUE At 31 July 2024 25.780 At31 Juty2023 32,225 11. FIXED Ass INVESTMENTS Llsted invostrnents hlARKEf VALUE Al 1 August 2023 AddSllons Disposals Revaluations 997,084 244,410 1261,5231 61,422 At 31 July 2024 1,041,393 NET BOOK VALUE At 31 July 2024 1,041,393 At 31 Juty 2023 997.084 There were no investment assèts outs*J8 the UK. The fixed asset inv8slments are reallsable on a short term basls and can b8 sold lo provida fvnds for charitable purposes as required. Page 10 ¢ontinu&J..
OXFORD JEWISH CONGREGATION NOTES TO THE FINANCIAL STATEMENTS- ¢ontlnued FOR THE YEAR ENDED 31 JULY 2024 12. DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR 31.7.24 31.7.23 other debtors Inme tsx Tverable 15,383 38,382 8,057 93,512 53,765 101.569 13. CREDITORS: AMOUNTS FALUNG DUE wrrHIN ONE YeAR 31.7.24 31.7.23 Other credkors Accrued 8xp8nse8 ,218 8,520 77,437 26.287 98,738 103,724 Othor credltors repre8ent amounts crHed inlernaly belween thè Ganeral and HH Posner Funds. 14 MOVEMENT IN FUNDS Net nKwem8nt In funds At 1.8.23 31.7.24 Unrostrlcted funds General fund 415,620 45,946 461,566 Restrict•d funds HH Posner Fund 656.561 1.122 666,683 TOTAL FUNDS 1.071,181 47,068 1,118,249 Nel movement In fijnds. Indud8d in the alx)ve are as fcAIow8: Incomlno resources Resourc85 expended Gains and Movement sses in funds Unrnstrlcted funds General fijnd 241.836 1220,0861 24,196 R•strlct•d funds HH Posner Fund 35,707 (62,9391 28.354 1,122 TOTAL FUNDS 277,543 {283.025) 52,550 47,068 Page11 continued...
OXFORD JEWISH CONGREGATION NOTES TO THE FINANCIAL STATEMENTS- contlnued FOR THE YEAR ENDED 31 JULY 2024 14. MOVEMENT IN FUMDS- contlnued C¢mparatlv¢s for movomont In funds Net movemgnt in funds Al 1.8.22 31.7.23 Unr08tri¢ted funds Genwal fund 444,982 129.3621 415,020 Rèstricted fun HH Posner Fund 762,135 1106,5741 655,561 TOTAL FUNDS 1,207,117 1135,936) 1,071.181 Comparnfjve net movem8nt in tunds, slded in Ihg atove are as follows.. Incoming resource8 Resourc8S expended Gains and losses Mov8manl in funds Unrestricted funds Gèneral fund 244,482 1225,4891 148.3551 129,3621 R•stridgd fvnds HH Posner Fund 35,816 {48.6761 193,714) (106.5741 TOTAL FUNDS 280,298 1274,1651 {142,0691 1135,936) A currwl year 12 m(mlhs and prior year 12 months ¢¢bined posiknon is as follows.. N8t movement in funds Al 31.7.24 At 1.8.22 Unrestrlct•d fund$ Gener81 fund 444.982 16,584 461,566 R•stricted funds HH PosnerFund 762,135 1105.4521 656,683 TOTAL FUNDS 1,207.117 188.868) 1,118,249 Page12 contlnued...
OXFORD JEWISH CONGREGATION NOTES TO THE FINANCIAL STATEMENTS- ¢ontlnu•d FOR THE YEAR ENDED 31 JULY 2024 14. MOVEMENT IN FUNDS- continuod A current year 12 months and pTh)r year 12 months combined net m¢)vemenl In funds. IndLKle(1 Sn the above are as follows.. In¢¢Ing resources Resiyjrces axpend8d Gains and Movement losses in funds Unr¢stricted funds General fund 488,318 {445,5751 124,1591 16,584 RÈstrictad funds HH Posner Fund 71,523 1111,6151 {65,3601 {105,4521 TOTAL FUNDS 557,841 1557,1901 189.519) 188.868} RELATED PARTY DISCLOSURES There ware no related party transactions for the year ended 31 July 2024. 16. THE HH POSNER FUND Fdkwir)g the death of Henry Hyman Posner In 21x17, the drity rec8Ned 8 legacy In the fomi of commerclal Invgstsnenl property in Oxford. In October 2014 the property asset was sold for £664,188, r8allsln9 a gain of £314,188 over the value attribut lo the original Posner bequest. After settling legal fees relallng to the sale, the TTUStees invested the balance of the proceeds in a separate portfolio of Investments managed by JM Finn & Co. Th assot and Income arising from il forms the basis of the Fund which is a reslricled fund whos8 incom8 is lo be used foT educatsonal purposes wiihin Ihe Oxford Jewlsh communlty. Tlmlng Issues mean that not all inccthe from the restricted capll81 may be expended wthln the period it is received. In the year ended 31 July 2024 Investment income of £21,360 12023.. £21,360) was racalvad. Investment management costs were £4,931 {2023'. £4,931 I. Net charilable ext)endfturo was £37,23412023.. £27.333}. This was made up of Hill End camp costs of £1,822 12023.. £1.2951, child education of £25,614 12023.. £24,154), aduk 8ducailon costs of £741 12023.. 8 surplus of £1,156), Kaytana costs of £75712023.'a surplus of £8101, Mosalc eosls of £4,800 12023.. £1,350) and grants to IndivlL1ual$ and groups of £3,50012023.' £2,500). At 31 July 2024 the value ofthe HH Fosner Fund stood at £6S8,683 {2023 £655,561). Page13
OXFORD JEWISH CONGREGATION DETAILED STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31 JULY 2024 31.7.24 31.7.23 INCOME AND ENDOWMENTS Donatk>ns and legacles Donallons Gift aid LegacJes SubgLription5 Security18vy Burials Educalion Kiddush Hill End Kaytana George Sllver Fund donations Kol Nidre Appeal donations Board of Deputies donations Cemetery upkeop d¢)nations Sundry income 8,780 42,488 13,920 35,268 11,700 105,073 12,813 25,$8S 9.386 880 2,950 2,120 2,275 3.765 5,110 10,000 5.746 124,981 14,089 19,857 10.565 2,375 2,210 2.080 8.988 5,102 250 2,523 244,288 246,591 Investm•nt Income In¢ome from investment portfdlos DapoYAi account Interest 32.660 595 33.610 97 33,255 33.707 Total Incomlng resourcos 277.543 280,298 EXPENDITURE Investment managemont ¢o$ts Portfolio management 8,240 8,168 Charitablg activities Religious services Burials Chlldrens. educatlon Community affairs lfj'ddush Playshul Adult gdu¢ation Hlll End expensgs Kaytana George SSfver Fund paym18 Kol Nidre Appeal payments Board ol Depub&s paym@nls Gatehouse Project payments Cemgtgry upkeep costs Mosaic Carried forwa 12,964 20,151 33,391 14,126 80 2,790 741 4.197 2,967 2,080 8,872 7,815 14.470 22,820 29,842 20,876 917 1,625 4.245 1,310 2,275 3,765 5,110 4,900 4.800 119.874 1.350 109,525 This pag6 does not fom part of the statutory finandal stalemenls Pago 14
OXFORD JEWISH CONGREGATION DETAILED STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31 JULY 2024 31.7.24 31.7.23 Charitable actl¥ltlos Brought forward Vesirn8nls Grants lo Oxford SynagJgu8 8nd Cenlre Limited Grants lo Indlvlduals 119,874 2,100 109,525 117,55S 3,500 119,502 2,YJO 243,029 231,527 Oxford Monorah and OJC News Llbèral Jud8ism Masorti Judalsm 1,921 500 1.250 1.956 500 1.250 3,871 3.706 Support Costs Go¥wn#neé cost5 Accountancy Security costs Offi¢9 adminislthon Other expense8 and fftungs 4,000 10,340 4.140 10.340 6,577 9,707 6,445 28,085 30,764 Total resourcgs èxpended 283,025 274,165 Met18xp•ndlture)fin¢omè b•fore gain8 and losses {5,482} 6,133 Roallsod recogn550d galns and losso8 Unreallsed gaSnslllossgs) on flxed asset Investments Reallsed gainslll¢)ss881 on dlsrKJsal of fix assgt Investrnents 52,034 {125,749) 516 116,320) Net in¢om&ll•xpendttur•l 47,068 {135,938) Thls page dces not fr)mi part of th8 slatutory financlal statem8nts Page 15