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2024-03-31-accounts

Docusign Envelope ID: 0231B1E5-624B-4DE0-AE93-A965DF0244BB

CHARITY REGISTRATION NUMBER: 1004327

The Beth Hamedrash Satmar Trust Unaudited Financial Statements

31 March 2024

COHEN ARNOLD

Chartered accountants New Burlington House 1075 Finchley Road London NW11 0PU

Docusign Envelope ID: 0231B1E5-624B-4DE0-AE93-A965DF0244BB

The Beth Hamedrash Satmar Trust

Financial Statements

Year ended 31 March 2024

Page
Trustees' annual report 1
Independent examiner's report to the trustees 6
Statement of financial activities 7
Statement of financial position 8
Statement of cash flows 9
Notes to the financial statements 10

Docusign Envelope ID: 0231B1E5-624B-4DE0-AE93-A965DF0244BB

The Beth Hamedrash Satmar Trust Trustees' Annual Report Year ended 31 March 2024

The trustees present their report and the unaudited financial statements of the charity for the year ended 31 March 2024.

Reference and administrative details

Registered charity name The Beth Hamedrash Satmar Trust Charity registration number 1004327 Principal office New Burlington House 1075 Finchley Road NW11 OPU The trustees Mr S. Laufer Mr J. Sternlicht Company secretary Solomon Laufer Independent examiner Moshe Broner-Cohen New Burlington House 1075 Finchley Road London NW11 0PU

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Docusign Envelope ID: 0231B1E5-624B-4DE0-AE93-A965DF0244BB

The Beth Hamedrash Satmar Trust

Trustees' Annual Report (continued)

Year ended 31 March 2024

Structure,governance and management

Governing document

The organisation is governed by a Trust Deed dated 8 February 1989.

Appointment, Training and Recruitment of Trustees

The organisation is run by the trustees who all act in an honorary capacity.

New trustees are appointed, when needed, on the basis of personal competence, specialist skills, local availability and their ability to promote the charitable activities of any institution professing and teaching the principles of traditional Judaism and the advancement of the religion in accordance with the Jewish faith. New trustees are inducted into the workings of the charity by the current trustees.

None of the trustees have any beneficial interest in the charity.

Risk management

The trustees have identified and reviewed the major risks to which the Trust is exposed, in particular those related to the operations and finance of the Trust, and are satisfied that systems are in place to mitigate those risks.

Financial risk management and policies

The charity holds or issues financial instruments in order to achieve two main objectives being:

a) to finance its operations

b) to generate funds.

In addition various financial instruments (e.g. other debtors, other creditors, accruals and prepayments) arise directly from the charity's operations.

Credit risk

The charity monitors credit risk closely and considers that its current policies of credit risk checks meets its objectives of managing exposure to credit risk.

Amounts shown in the balance sheet represent the maximum credit exposure in the event other parties fail to perform their obligations under the financial instruments.

It is recognised that systems can only provide reasonable but not absolute assurance that major risks have been adequately managed.

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Docusign Envelope ID: 0231B1E5-624B-4DE0-AE93-A965DF0244BB

The Beth Hamedrash Satmar Trust

Trustees' Annual Report (continued)

Year ended 31 March 2024

Objectives, aims and activities for the benefit of the public

Objects

The charity was established for the purpose of promoting the Orthodox Jewish Religion in general and in particular by maintaining and managing the Satmar Synagogue at 86 Cazenove Road in London, and providing facilities for public religious worship and such other services and activities incidental thereto.

Aims and objectives

The charity's other aims and objectives are:

a) Relief of poverty

b) Advancement of education amongst persons who in the uncontrolled opinion of the trustees are of the Jewish faith

c) the study of the Torah

Aims, Objectives and activities for public benefit

The trustees confirm that they have referred to the guidance contained in the Charity's Commission's general guidance on public benefit when reviewing the charity's aim and objectives and in planning future activities and setting the grant making policy for the year.

As mentioned above this charity was set up to maintain and manage the synagogue in Cazenove Road in London known as The Beth Hamedrash Satmar. This includes providing facilities for public worship and Torah study and other services, amenities and activities incidental thereto. The charity also provides grants for students who engage in Torah study in the Synagogue.

In addition the charity makes grants and donations to other charitable organisations and needy individuals in the community and in doing so, the charity has complied with its duty to act for public benefit in accordance with section 4 of the Charities Act 2011.

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Docusign Envelope ID: 0231B1E5-624B-4DE0-AE93-A965DF0244BB

The Beth Hamedrash Satmar Trust

Trustees' Annual Report (continued)

Year ended 31 March 2024

Achievements and performance

During the year the charity continued its activities and maintained its support of religious educational and other charitable institutions in Great Britain.

Investment powers and policy

In accordance with the trust deed, the charity has the power to make any investment, which the trustees see fit. The trustees regularly view the charity's position and needs in respect of the investment policy.

Grant making policy

Grants are made to individuals engaged in Torah study in the Synagogue, needy individuals in the community, and to charitable organisations conforming to the objects of the charity, after the trustees have satisfied themselves as to the bona fides of the recipients.

Reserves policy

It is the policy of the charity to maintain unrestricted funds, which are the free reserves of the charity, at a level which the trustees think appropriate after considering the future commitments of the charity and the likely administrative costs of the charity for the next year. The level of unrestricted reserves as at 31st March 2024 was £719,975 (2023: £864,906).

Going Concern

The financial statements have been prepared on the going concern basis notwithstanding the charity's net current liabilities. The trustees consider this to be appropriate given the continued support of the charity's creditors. As such the trustees believe it is appropriate to prepare the financial statements on a going concern basis because the charity is in a position to meet all of its obligations for the foreseeable future.

Related party transactions

During the year the charity received donations totalling £31,500 (2023: £62,250) from charities where the trustees Mr. J Sternlicht and Mr. S Laufer are also trustees. This year, £Nil (2023: £12,300) was received from companies and charities connected with the family members of the trustees.

Financial review

The charity is solely dependent upon donations from the community and other charitable organisations. Donations received during the year were lower than in the previous year. As a result the charitable expenditure has decreased from £391,640 to £297,504 as per note 5.

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Docusign Envelope ID: 0231B1E5-624B-4DE0-AE93-A965DF0244BB

The Beth Hamedrash Satmar Trust

Trustees' Annual Report (continued)

Year ended 31 March 2024

Plans for future periods

The charity plans continuing the activities outlined above in the forthcoming years subject to satisfactory incoming resources.

Fixed assets

The Synagogue is leased to the charity by The Congregation of Yetev Lev and Wiseheights Limited, whilst the Mikveh is leased to the charity by Wiseheights Limited a charity regulated in England and Wales. All buildings are leased for 10 years and all additions and refurbishment costs are capitalised and depreciated according to the life of the lease. Some of the trustees of this charity are also trustees of The Congregation of Yetev Lev and Wiseheights Limited.

Responsibilities of the trustees

The charity's trustees are responsible for the preparing of the Trustees Annual Report and the financial statements in accordance with applicable law and regulations.

Independent examiner

Moshe Broner-Cohen ICAEW has been re-appointed as independent examiner for the ensuing year.

The trustees' annual report was approved on 27 January 2025 and signed on behalf of the board of trustees by:

Mr S. Laufer Trustee

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Docusign Envelope ID: 0231B1E5-624B-4DE0-AE93-A965DF0244BB

The Beth Hamedrash Satmar Trust

Independent Examiner's Report to the Trustees of The Beth Hamedrash Satmar Trust

Year ended 31 March 2024

I report to the trustees on my examination of the financial statements of The Beth Hamedrash Satmar Trust ('the charity') for the year ended 31 March 2024.

Respective responsibilities of trustees and examiner

As the trustees of the charity you are responsible for the preparation of the financial statements in accordance with the requirements of the Charities Act 2011 (‘the Act’).

I report in respect of my examination of the charity's financial statements carried out under section 145 of the 2011 Act and in carrying out my examination I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

Independent examiner's statement

I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:

  1. accounting records were not kept in respect of the charity as required by section 130 of the Act; or

  2. the financial statements do not accord with those records; or

  3. the financial statements do not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a ‘true and fair' view which is not a matter considered as part of an independent examination.

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.

Moshe Broner-Cohen Independent Examiner

27 January 2025 Date

New Burlington House 1075 Finchley Road London NW11 0PU

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Docusign Envelope ID: 0231B1E5-624B-4DE0-AE93-A965DF0244BB

The Beth Hamedrash Satmar Trust

Statement of Financial Activities

Year ended 31 March 2024

2024 2024 2023
Unrestricted
funds Total funds Total funds
Note £ £ £
Income and endowments
Donations and legacies 4 152,573 152,573 254,222
  
Total income 152,573 152,573 254,222
  
Expenditure
Expenditure on charitable activities 5,6 (297,504) (297,504) (391,640)
  
Total expenditure (297,504) (297,504) (391,640)
  
  
Net expenditure and net movement in funds (144,931) (144,931) (137,418)
  
Reconciliation of funds
Total funds brought forward 864,906 864,906 1,002,324
  
Total funds carried forward 719,975 719,975 864,906
  

The statement of financial activities includes all gains and losses recognised in the year. All income and expenditure derive from continuing activities.

The notes on pages 10 to 16 form part of these financial statements.

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Docusign Envelope ID: 0231B1E5-624B-4DE0-AE93-A965DF0244BB

The Beth Hamedrash Satmar Trust

Statement of Financial Position

31 March 2024

2024 2023
Note £ £
Fixed assets
Tangible fixed assets 13 730,136 875,278
Current assets
Cash at bank and in hand 72,439 61,428
Creditors: amounts falling due within one year 14 (82,600) (71,800)
 
Net current liabilities (10,161) (10,372)
 
Total assets less current liabilities 719,975 864,906
 
Net assets 719,975 864,906
 
Funds of the charity
Unrestricted funds 719,975 864,906
 
Total charity funds 15 719,975

864,906


These financial statements were approved by the board of trustees and authorised for issue on 27 January 2025, and are signed on behalf of the board by:

Mr S. Laufer Trustee

The notes on pages 10 to 16 form part of these financial statements.

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Docusign Envelope ID: 0231B1E5-624B-4DE0-AE93-A965DF0244BB

The Beth Hamedrash Satmar Trust

Statement of Cash Flows

Year ended 31 March 2024

2024 2023
£ £
Cash flows from operating activities
Net expenditure (144,931) (137,418)
Adjustments for:
Depreciation of tangible fixed assets 145,142 145,237
Accrued expenses/(income) 4,800 (10,320)
Changes in:
Trade and other creditors 6,000 (49,607)
 
Cash generated from operations 11,011 (52,108)
 
Net cash from/(used in) operating activities 11,011 (52,108)
 
Cash flows from investing activities
Purchase of tangible assets (46,872)
 
Net cash used in investing activities (46,872)
 
Net increase/(decrease) in cash and cash equivalents 11,011 (98,980)
Cash and cash equivalents at beginning of year 61,428 160,408
 
Cash and cash equivalents at end of year 72,439

61,428


The notes on pages 10 to 16 form part of these financial statements.

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Docusign Envelope ID: 0231B1E5-624B-4DE0-AE93-A965DF0244BB

The Beth Hamedrash Satmar Trust Notes to the Financial Statements

Year ended 31 March 2024

1. General information

The charity is a public benefit entity and a registered charity in England and Wales and is unincorporated. The address of the principal office is New Burlington House, 1075 Finchley Road, London, NW11 OPU.

2. Statement of compliance

These financial statements have been prepared in compliance with FRS 102, 'The Financial Reporting Standard applicable in the UK and the Republic of Ireland', the Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (Charities SORP (FRS 102)) and the Charities Act 2011.

3. Accounting policies

Basis of preparation

The financial statements have been prepared on the historical cost basis, as modified by the revaluation of certain financial assets and liabilities and investment properties measured at fair value through income or expenditure.

The financial statements are prepared in sterling, which is the functional currency of the entity.

Going concern

The financial statements have been prepared on the going concern basis notwithstanding the charity's net current liabilities. The trustees consider this to be appropriate given the continued support of the charity's creditors. As such the trustees believe it is appropriate to prepare the financial statements on a going concern basis because the charity is in a position to meet all of its obligations for the foreseeable future.

Judgements and key sources of estimation uncertainty

The preparation of the financial statements requires management to make judgements, estimates and assumptions that affect the amounts reported. These estimates and judgements are continually reviewed and are based on experience and other factors, including expectations of future events that are believed to be reasonable under the circumstances. Besides those mentioned below, there are no judgements, estimates and assumptions that affected the amounts reported in the year.

Fund accounting

Unrestricted funds are available for use at the discretion of the trustees to further any of the charity's purposes.

Designated funds are unrestricted funds earmarked by the trustees for particular future project or commitment.

Restricted funds are subjected to restrictions on their expenditure declared by the donor or through the terms of an appeal, and fall into one of two sub-classes: restricted income funds or endowment funds.

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Docusign Envelope ID: 0231B1E5-624B-4DE0-AE93-A965DF0244BB

The Beth Hamedrash Satmar Trust

Notes to the Financial Statements (continued)

Year ended 31 March 2024

3. Accounting policies (continued)

Incoming resources

All incoming resources are included in the statement of financial activities when entitlement has passed to the charity; it is probable that the economic benefits associated with the transaction will flow to the charity and the amount can be reliably measured. The following specific policies are applied to particular categories of income:

Resources expended

Expenditure is recognised on an accruals basis as a liability is incurred. Expenditure includes any VAT which cannot be fully recovered, and is classified under headings of the statement of financial activities to which it relates:

All costs are allocated to expenditure categories reflecting the use of the resource. Direct costs attributable to a single activity are allocated directly to that activity. Shared costs are apportioned between the activities they contribute to on a reasonable, justifiable and consistent basis.

Tangible assets

Tangible assets are initially recorded at cost, and subsequently stated at cost less any accumulated depreciation and impairment losses. Any tangible assets carried at revalued amounts are recorded at the fair value at the date of revaluation less any subsequent accumulated depreciation and subsequent accumulated impairment losses.

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Docusign Envelope ID: 0231B1E5-624B-4DE0-AE93-A965DF0244BB

The Beth Hamedrash Satmar Trust

Notes to the Financial Statements (continued)

Year ended 31 March 2024

3. Accounting policies (continued)

Tangible assets (continued)

An increase in the carrying amount of an asset as a result of a revaluation, is recognised in other recognised gains and losses, unless it reverses a charge for impairment that has previously been recognised as expenditure within the statement of financial activities. A decrease in the carrying amount of an asset as a result of revaluation, is recognised in other recognised gains and losses, except to which it offsets any previous revaluation gain, in which case the loss is shown within other recognised gains and losses on the statement of financial activities.

Depreciation

Depreciation is calculated so as to write off the cost or valuation of an asset, less its residual value, over the useful economic life of that asset as follows:

Short leasehold property - 10% straight line Equipment - 25% reducing balance

Impairment of fixed assets

A review for indicators of impairment is carried out at each reporting date, with the recoverable amount being estimated where such indicators exist. Where the carrying value exceeds the recoverable amount, the asset is impaired accordingly. Prior impairments are also reviewed for possible reversal at each reporting date.

For the purposes of impairment testing, when it is not possible to estimate the recoverable amount of an individual asset, an estimate is made of the recoverable amount of the cash-generating unit to which the asset belongs. The cash-generating unit is the smallest identifiable group of assets that includes the asset and generates cash inflows that largely independent of the cash inflows from other assets or groups of assets.

For impairment testing of goodwill, the goodwill acquired in a business combination is, from the acquisition date, allocated to each of the cash-generating units that are expected to benefit from the synergies of the combination, irrespective of whether other assets or liabilities of the charity are assigned to those units.

Financial instruments

A financial asset or a financial liability is recognised only when the entity becomes a party to the contractual provisions of the instrument.

Basic financial instruments are initially recognised at the amount receivable or payable including any related transaction costs, unless the arrangement constitutes a financing transaction, where it is recognised at the present value of the future payments discounted at a market rate of interest for a similar debt instrument.

Current assets and current liabilities are subsequently measured at the cash or other consideration expected to be paid or received and not discounted.

Debt instruments are subsequently measured at amortised cost.

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Docusign Envelope ID: 0231B1E5-624B-4DE0-AE93-A965DF0244BB

The Beth Hamedrash Satmar Trust

Notes to the Financial Statements (continued)

Year ended 31 March 2024

4. Donations and legacies

Donations and legacies
Unrestricted Total Funds Unrestricted Total Funds
Funds 2024 Funds 2023
£ £ £ £
Donations
General donations 69,606 69,606 119,878 119,878
Charitable organisations 82,967 82,967 134,344 134,344
   
152,573

152,573

254,222

254,222


General donations

5. Expenditure on charitable activities by fund type

Unrestricted Total Funds Unrestricted Total Funds
Funds 2024 Funds 2023
£ £ £ £
Charitable Activity 147,345 147,345 241,168 241,168
Support costs 150,159 150,159 150,472 150,472
   
297,504 297,504 391,640 391,640
   

6. Expenditure on charitable activities by activity type

Activities
undertaken Grant funding Total funds Total fund
directly of activities Support costs 2024 2023
£ £ £ £ £
Charitable Activity 136,345 11,000 150,159 297,504 391,640
    
Charitable activities undertaken directly during the year were as follows:
2024 2023
£ £
Provision of amenities 1,133 17,590
Maintenance of Synagogue building and ritual objects 135,212 215,878
Student Grants 1,000
 
136,345 234,468
 

7. Analysis of support costs

Depreciation Audit fees Bank charges Audit fees Bank charges Total 2024 Total 2023
£ £ £ £ £
Support costs 145,142 4,800 217 150,159 150,472
    

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Docusign Envelope ID: 0231B1E5-624B-4DE0-AE93-A965DF0244BB

The Beth Hamedrash Satmar Trust

Notes to the Financial Statements (continued)

Year ended 31 March 2024

8. Analysis of grants

8. Analysis of grants
2024 2023
£ £
Grants to institutions
Chareidim Beis Shaymesh 7,000
KYL Central Shul Trust 6,700
Grants < £2,000 4,000
 
11,000 6,700
 
Total grants 11,000 6,700
 
9. Net expenditure
Net expenditure is stated after charging/(crediting):
2024 2023
£ £
Depreciation of tangible fixed assets 145,142 145,237
 
10. Independent examination fees
2024 2023
£ £
Fees payable to the independent examiner for:
Independent examination of the financial statements 4,800

4,800


11. Staff costs

The average head count of employees during the year was Nil (2023: Nil). No employee received employee benefits of more than £60,000 during the year (2023: Nil).

The charity did not meet any individual expenses incurred by the trustees for services provided to the charity.

12. Trustee remuneration and expenses

No remuneration or other benefits from employment with the charity or a related entity were received by either of the two trustees.

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Docusign Envelope ID: 0231B1E5-624B-4DE0-AE93-A965DF0244BB

The Beth Hamedrash Satmar Trust

Notes to the Financial Statements (continued)

Year ended 31 March 2024

13. Tangible fixed assets

13. Tangible fixed assets
Short
leasehold
property Equipment Total
£ £ £
Cost
At 1 April 2023 and 31 March 2024 1,453,555 14,483 1,468,038
  
Depreciation
At 1 April 2023 579,419 13,341 592,760
Charge for the year 144,856 286 145,142
  
At 31 March 2024 724,275 13,627 737,902
  
Carrying amount
At 31 March 2024 729,280 856 730,136
  
At 31 March 2023 874,136 1,142 875,278
  
14. Creditors: amounts falling due within one year
2024 2023
£ £
Accruals and deferred income 9,600 4,800
Other creditors 73,000 67,000
 
82,600 71,800
 

15. Analysis of charitable funds

Unrestricted funds

Unrestricted funds
At At 31 March
1 April 2023 Income Expenditure 2024
£ £ £ £
General funds 864,906 152,573 (297,504) 719,975
   
At At 31 March
1 April 2022 Income Expenditure 2023
£ £ £ £
General funds 1,002,324

254,222

(391,640)

864,906


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Docusign Envelope ID: 0231B1E5-624B-4DE0-AE93-A965DF0244BB

The Beth Hamedrash Satmar Trust

Notes to the Financial Statements (continued)

Year ended 31 March 2024

16. Analysis of net assets between funds

16. Analysis of net assets between funds
Unrestricted Total Funds
Funds 2024
£ £
Tangible fixed assets 730,136 730,136
Current assets 72,439 72,439
Creditors less than 1 year (82,600) (82,600)
 
Net assets 719,975 719,975
 
Unrestricted Total Funds
Funds 2023
£ £
Tangible fixed assets 875,278 875,278
Current assets 61,427 61,427
Creditors less than 1 year (71,800) (71,800)
 
Net assets 864,905 864,905
 
17. Analysis of changes in net debt
At At
1 Apr 2023 Cash flows 31 Mar 2024
£ £ £
Cash at bank and in hand 61,428 11,011 72,439
  

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