CHARITIES ICW THE SPANISH AND PORTUGUESE JEWS SYNAGOGUE

Charity number: 212517
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

To provide for the spiritual and welfare needs of the Spanish & Portuguese Jews' Congregation

Income and expenditure

Data for financial year ending 31 October 2024

Total income:
£2,725,704

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Donations and legacies £1.56m
Charitable activities £847.30k
Other trading activities £0
Investments £236.86k
Other £79.14k

Total expenditure:
£2,463,513

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Raising funds £56.80k
Charitable activities £2.41m
Other £0

-£74,466 investments gains (losses)

Charitable expenditure

Charitable expenditure

Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.

In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.

Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.

By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.

Text alternative for this canvas graphic is in the data table below.
Raising funds and other expenditure £56.80k
Charitable expenditure £2.41m
Retained for future use £262.19k

People

18 Employee(s)

1 Trustee(s)

10 Volunteer(s)

Employees with total benefits over £60,000

Number of employees
£90k to £100k 1
£100k to £110k 1

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

What the charity does:
  • Education/training
  • The Prevention Or Relief Of Poverty
  • Religious Activities
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People Of A Particular Ethnic Or Racial Origin
How the charity helps:
  • Provides Human Resources
  • Provides Buildings/facilities/open Space
  • Provides Services
  • Provides Advocacy/advice/information
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 22 September 1967: Standard registration
Organisation type:
Other
Other names:
  • SPANISH & PORTUGUESE JEWS' CONGREGATION (Working name)
  • SPANISH & PORTUGUESE JEWS' SYNAGOGUE (Working name)
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Campaigns and political activity policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Engaging external speakers at charity events policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
  • Volunteer management
Land and property:
This charity owns and/or leases land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

1 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
S&P Sephardi Trustee Ltd Trustee 01 June 2018
None on record

Financial history

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Financial period end date

Income / Expenditure 31/10/2020 31/10/2021 31/10/2022 31/10/2023 31/10/2024
Total gross income £2.43m £2.24m £2.24m £2.60m £2.73m
Total expenditure £2.53m £2.26m £2.49m £2.41m £2.46m
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants £58.95k £57.32k £12.90k N/A N/A
Income - Donations and legacies £1.23m £1.16m £1.24m £1.43m £1.56m
Income - Other trading activities £0 £0 £0 £0 £0
Income - Charitable activities £945.45k £804.48k £698.67k £781.96k £847.30k
Income - Endowments £0 £4.50k £0 £0 £0
Income - Investment £161.96k £180.11k £197.23k £209.28k £236.86k
Income - Other £88.24k £95.79k £101.95k £176.90k £79.14k
Income - Legacies £0 £5.50k £0 £0 £0
Expenditure - Charitable activities £2.48m £2.20m £2.45m £2.41m £2.41m
Expenditure - Raising funds £47.13k £54.67k £44.29k £0 £56.80k
Expenditure - Governance £26.57k £22.34k £28.40k £19.78k £20.25k
Expenditure - Grants institution £0 £0 £0 £0 £0
Expenditure - Investment management £0 £0 £0 £0 £0
Expenditure - Other £0 £0 £0 £0 £0

Assets and liabilities

Definitions for assets and liabilities
Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

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Asset / Liability 31/10/2020 31/10/2021 31/10/2022 31/10/2023 31/10/2024
Own use assets £9.83m £7.94m £7.89m £7.82m £7.99m
Long-term investments £4.00m £4.80m £4.50m £4.64m £4.57m
Other assets £1.13m £1.34m £1.31m £1.48m £1.86m
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £4.32m £2.99m £3.24m £3.36m £3.41m

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 October 2024 19 May 2025 On time
Accounts and TAR 31 October 2024 19 May 2025 On time
Annual return 31 October 2023 14 August 2024 On time
Accounts and TAR 31 October 2023 14 August 2024 On time
Annual return 31 October 2022 30 August 2023 On time
Accounts and TAR 31 October 2022 30 August 2023 On time
Annual return 31 October 2021 31 August 2022 On time
Accounts and TAR 31 October 2021 31 August 2022 On time
Annual return 31 October 2020 31 August 2021 On time
Accounts and TAR 31 October 2020 31 August 2021 On time
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

SEE INDIVIDUAL CONSTITUENTS

Charitable objects

SEE CONSTITUENTS OF GROUP

Area of benefit

The area the charity can operate in, as set out in its governing document.

NOT DEFINED

Linked charities

Linked charities
Linked charity 212517-2 GENERAL FUNDS OF THE SPANISH AND PORTUGUESE JEWS' SYNAGOGUE
Governing document
SCHEMES OF 29 MAY 1958, 11 JANUARY 1967, 7 AUGUST 1969 AND 31 AUGUST 1982 AS AMENDED BY SCHEME DATED 30 MAY 2018 as amended on 13 Jun 2018
Charitable objects
FOR THE PUBLIC BENEFIT TO SUPPORT SUCH WORK OF THE CONGREGATION AS SHALL BE EXCLUSIVELY CHARITABLE UNDER THE LAWS OF ENGLAND AND WALES FROM TIME TO TIME AS THE TRUSTEE SHALL THINK FIT. WITHOUT PREJUDICE TO THE GENERALITY OF THE FOREGOING, SUCH EXCLUSIVELY CHARITABLE WORK INCLUDES: (1) THE ADVANCEMENT OF THE ORTHODOX JEWISH RELIGION AS PRACTISED BY THE SPANISH & PORTUGUESE JEWISH COMMUNITY AND OTHER SEPHARDI COMMUNITIES; (2) THE ADVANCEMENT OF EDUCATION OF THE ORTHODOX JEWISH RELIGION AND OF THE HISTORY, CULTURE AND TRADITIONS OF THE SPANISH & PORTUGUESE JEWISH COMMUNITY AND OTHER SEPHARDI COMMUNITIES; AND (3) TO ADVANCE EDUCATION ON THE HISTORY OF THE SPANISH & PORTUGUESE JEWISH COMMUNITY, IN PARTICULAR BUT NOT EXCLUSIVELY BY THE CURATION, PRESERVATION AND CATALOGUING OF HISTORIC DOCUMENTS, RECORDS, ARTEFACTS AND SYNAGOGUE BUILDINGS FOR PUBLIC DISPLAY AND FOR THE PURPOSES OF RESEARCH.
Area of benefit
NOT DEFINED
Registration history
  • 22 September 1967 : Standard registration

Contact information

Address:
Spanish & Portuguese Synagogue
2 Ashworth Road
Maida Vale
London
W9 1JY
Phone:
02072892573
Email:
info@sephardi.org.uk
Website:

www.sephardi.org.uk Open in new window