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2025-07-31-accounts

Docusign Envelope ID: AE753CB7-FDDE-4F40-B2CC-AC99AEF1B922

CHARITY REGISTRATION NUMBER: 1009754

Nasod Charitable Trust Unaudited Financial Statements

31 July 2025

COHEN ARNOLD

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

Docusign Envelope ID: AE753CB7-FDDE-4F40-B2CC-AC99AEF1B922

Nasod Charitable Trust

Financial Statements

Year ended 31 July 2025

Pages
Trustees' annual report 1 to 4
Independent examiner's report to the trustees 5
Statement of financial activities 6
Statement of financial position 7
Notes to the financial statements 8 to 13

Docusign Envelope ID: AE753CB7-FDDE-4F40-B2CC-AC99AEF1B922

Nasod Charitable Trust Trustees' Annual Report

Year ended 31 July 2025

The trustees present their report and the unaudited financial statements of the charity for the year ended 31 July 2025.

Reference and administrative details

Registered charity name Nasod Charitable Trust Charity registration number 1009754 Principal office New Burlington House 1075 Finchley Road London NW11 0PU The trustees Jacob Frenkel Chaim Freund Jechial Weiser (Retired 16 April 2025) Accountants Cohen Arnold Chartered accountants New Burlington House 1075 Finchley Road London NW11 0PU

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Nasod Charitable Trust

Trustees' Annual Report (continued)

Year ended 31 July 2025

Structure, governance and management

Governing document

The organisation is governed by a Trust Deed dated 11th February 1992.

Appointment, Training and Recruitment of Trustees

The organisation is run by the trustees who all act in an honorary capacity. All trustees give their time voluntarily and no benefit or expenses were paid to them in the year.

New trustees are appointed by the settlor or by a resolution of the trustees recorded in the minutes and signed by the new trustee.

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 issue financial instruments in order to achieve three main objectives being:

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

Credit risks

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.

The charity has no significant concentrations of credit risks. 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.

Grant making policy

The charity accepts applications for grants from representatives of various charities, which are reviewed by the trustees on a regular basis.

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Docusign Envelope ID: AE753CB7-FDDE-4F40-B2CC-AC99AEF1B922

Nasod Charitable Trust

Trustees' Annual Report (continued)

Year ended 31 July 2025

Objectives and activities

Charitable objects

The charity was established:

 for the advancement and furtherance and promotion of the Jewish religion all over the world by all legal means in all of its religious aspects and in particular in connection with the Jewish religious sect known generally as the 'Satmar Chassidim'.

 to advance and promote orthodox Jewish religious education in any part of the world in accordance with the doctrines of the Jewish faith.

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.

The charity was set up to support the activities of religious Jewish organisations especially in the field of education and to provide philanthropic aid to the Jewish needy. All donations are made to these organisations providing a sound religious education in accordance with the doctrines of traditional Judaism or to institutions set up to provide aid to the Jewish needy. In doing so, the charity has complied with its duty to act for the public benefit in accordance with section 4 of the Charities Act 2006.

These organisations and institutions are regularly supported by Nasod Charitable Trust are growing and thus there is a continual call for funding.

Achievements and performance

The charity relies on its investment properties for income. Investment income increased this year totalling £377,708 (2024: £295,311) with net rental income being £305,223 (2024: £237,817).

During the year the charity continued its activities and maintained its support of religious educational and other charitable institutions in Great Britain. £305,165 of charitable donations were made in the year (2024: £221,839).

Financial review

The charitable donations paid during the year were £305,165 (2024: £221,839). The charity ran at a small deficit this year of £1,382 (2024: £20,342 surplus).

The charity has total free reserves of £58,030 and total reserves of £2,808,030 (2024: £2,809,412).

Investments powers and policy

Under the trust deeds, the charity has the power to make any investment which the trustees see fit provided any moneys are not immediately required for use in connection with any of its objects.

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Nasod Charitable Trust

Trustees' Annual Report (continued)

Year ended 31 July 2025

Financial review (continued)

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 charity had total free reserves of £58,030 at the year end.

Plans for future periods

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

Trustees' responsibilities statement

The trustees are responsible for preparing the trustees' report and the financial statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice).

The law applicable to charities in England and Wales requires the charity trustees to prepare financial statements for each year which give a true and fair view of the state of affairs of the charity and of the incoming resources and application of resources, of the charity for that period.

In preparing these financial statements, the trustees are required to:

The trustees are responsible for keeping adequate accounting records that are sufficient to show and explain the charity's transactions and disclose with reasonable accuracy at any time the financial position of the charity and enable them to ensure that the financial statements comply with the Charities Act 2011, the applicable Charities (Accounts and Reports) Regulations, and the provisions of the Trust Deed. They are also responsible for safeguarding the assets of the charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

The trustees' annual report was approved on 23 February 2026 and signed on behalf of the board of trustees by:

Jacob Frenkel Trustee

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Nasod Charitable Trust

Independent Examiner's Report to the Trustees of Nasod Charitable Trust

Year ended 31 July 2025

I report to the trustees on my examination of the financial statements of Nasod Charitable Trust ('the charity') for the year ended 31 July 2025.

Responsibilities and basis of report

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

Since the charity’s gross income exceeded £250,000 your examiner must be a member of a body listed in section 145 of the 2011 Act. I confirm that I am qualified to undertake the examination because I am a member of the Institute of Chartered Accountants in England and Wales (ICAEW), which is one of the listed bodies.

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 FCA Independent Examiner

New Burlington House 1075 Finchley Road London NW11 0PU

23 February 2026

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Docusign Envelope ID: AE753CB7-FDDE-4F40-B2CC-AC99AEF1B922

Nasod Charitable Trust

Statement of Financial Activities

Year ended 31 July 2025

2025 2025 2024
Unrestricted
funds Total funds Total funds
Note £ £ £
Income and endowments
Investment income 4 377,708 377,708 295,311
  
Total income 377,708 377,708 295,311
  
Expenditure
Expenditure on raising funds:
Investment management costs 5 (72,485) (72,485) (57,494)
Expenditure on charitable activities 6,7 (306,605) (306,605) (225,799)
  
Total expenditure (379,090) (379,090) (283,293)
  
  
Net (expenditure)/income (1,382) (1,382) 12,018
  
Other recognised gains and losses
Fair value movements 8,324
  
Net movement in funds (1,382) (1,382) 20,342
Reconciliation of funds
Total funds brought forward 2,809,412 2,809,412 2,789,070
  
Total funds carried forward 2,808,030 2,808,030 2,809,412
  

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 8 to 13 form part of these financial statements.

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Docusign Envelope ID: AE753CB7-FDDE-4F40-B2CC-AC99AEF1B922

Nasod Charitable Trust

Statement of Financial Position

31 July 2025

31 July 2025 31 July 2025
2025 2024
Note £ £ £
Fixed assets
Investments 13 2,750,000 2,750,000
Current assets
Debtors 14 136,687 111,403
Creditors: amounts falling due within one year 15 (78,657) (51,991)
 
Net current assets 58,030 59,412
 
Total assets less current liabilities 2,808,030 2,809,412
 
Net assets 2,808,030 2,809,412
 
Funds of the charity
Unrestricted funds 2,808,030 2,809,412
 
Total charity funds 16 2,808,030

2,809,412


These financial statements were approved by the board of trustees and authorised for issue on 23 February 2026, and are signed on behalf of the board by:

Jacob Frenkel Trustee

The notes on pages 8 to 13 form part of these financial statements.

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Docusign Envelope ID: AE753CB7-FDDE-4F40-B2CC-AC99AEF1B922

Nasod Charitable Trust

Notes to the Financial Statements

Year ended 31 July 2025

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

There are no material uncertainties about the charity's ability to continue.

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. There were no material judgements, estimates and assumptions that affected the amounts reported in the year other than those mentioned below.

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: AE753CB7-FDDE-4F40-B2CC-AC99AEF1B922

Nasod Charitable Trust

Notes to the Financial Statements (continued)

Year ended 31 July 2025

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.

Investments

Unlisted equity investments are initially recorded at cost, and subsequently measured at fair value. If fair value cannot be reliably measured, assets are measured at cost less impairment.

Listed investments are measured at fair value with changes in fair value being recognised in income or expenditure.

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Docusign Envelope ID: AE753CB7-FDDE-4F40-B2CC-AC99AEF1B922

Nasod Charitable Trust

Notes to the Financial Statements (continued)

Year ended 31 July 2025

3. Accounting policies (continued)

Investment property

Investment properties are recognised initially at cost, which includes purchase price and any directly attributable expenditure.

Subsequent to initial recognition -

i. Any gains or losses arising from changes in the fair value are recognised in income or expenditure in the period that they arise; and

ii. No depreciation is provided in respect of investment properties applying the fair value model.

Properties held for investment have been valued at 31st July 2025 by the Trustees who are considered to have the experience and expertise required to undertake such an exercise.

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.

4. Investment income

Unrestricted Total Funds Unrestricted Total Funds
Funds 2025 Funds 2024
£ £ £ £
Rent and insurance receivable 377,708 377,708 295,311 295,311
   
5. Investment management costs
Unrestricted Total Funds Unrestricted Total Funds
Funds 2025 Funds 2024
£ £ £ £
Property expenditure and management 72,485

72,485

57,494

57,494


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Docusign Envelope ID: AE753CB7-FDDE-4F40-B2CC-AC99AEF1B922

Nasod Charitable Trust

Notes to the Financial Statements (continued)

Year ended 31 July 2025

6. Expenditure on charitable activities by fund type

6. Expenditure on charitable activities by fund type
Unrestricted Total Funds Unrestricted Total Funds
Funds 2025 Funds 2024
£ £ £ £
Donations made 305,165 305,165 221,839 221,839
Support costs 1,440 1,440 3,960 3,960
   
306,605 306,605 225,799 225,799
   
7. Expenditure on charitable activities by activity type
Grant funding Total funds Total fund
of activities Support costs 2025 2024
£ £ £ £
Donations made 305,165 305,165 221,839
Governance costs 1,440 1,440 3,960
   
305,165 1,440 306,605 225,799
   
8. Analysis of governance costs
Accountancy
fees Total 2025 Total 2024
£ £ £
Governance costs 1,440 1,440 3,960
  
9. Analysis of grants
2025 2024
£ £
Grants to institutions
Sharei Chesed (London) 15,000
Yizal Education Limited 305,165 206,839
 
305,165 221,839
 
Total grants 305,165 221,839
 
The grants made during the year were for the following purposes:
2025 2024
£ £
Advancement of the Jewish Religion 305,165 206,839
Relief of Poverty 15,000
 
Total 305,165 221,839
 

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Docusign Envelope ID: AE753CB7-FDDE-4F40-B2CC-AC99AEF1B922

Nasod Charitable Trust

Notes to the Financial Statements (continued)

Year ended 31 July 2025

10. Independent examination fees

Independent examination fees
2025 2024
£ £
Fees payable to the independent examiner for:
Independent examination of the financial statements 1,440

3,960


11. Staff costs

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

The average head count of employees during the year was Nil (2024: Nil).

No employee received employee benefits of more than £60,000 during the year (2024: Nil).

12. Trustee remuneration and expenses

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

13. Investments

Investments
Investment
properties
£
Cost or valuation
At 1 August 2024 and 31 July 2025 2,750,000

Impairment
At 1 August 2024 and 31 July 2025
Carrying amount
At 31 July 2025 2,750,000

At 31 July 2024 2,750,000


All investments shown above are held at valuation.

Investment properties

The Trustees have reviewed the valuation at 31 July 2025 and are of the opinion that the value has remained constant.

14. Debtors

Debtors
2025 2024
£ £
Trade debtors 124,371 106,383
Prepayments and accrued income 12,316 5,020
 
136,687 111,403
 

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Docusign Envelope ID: AE753CB7-FDDE-4F40-B2CC-AC99AEF1B922

Nasod Charitable Trust

Notes to the Financial Statements (continued)

Year ended 31 July 2025

15. Creditors: amounts falling due within one year

Creditors: amounts falling due within one year
2025 2024
£ £
Trade creditors 76,017 48,151
Accruals and deferred income 2,640 3,840
 
78,657

51,991


16. Analysis of charitable funds

Unrestricted funds

Unrestricted funds
At 1 August Gains and At
2024 Income Expenditure losses 31 July 2025
£ £ £ £ £
General funds 2,809,412 377,708 (379,090) 2,808,030
    
At 1 August Gains and At
2023 Income Expenditure losses 31 July 2024
£ £ £ £ £
General funds 2,789,070 295,311 (283,293) 8,324 2,809,412
    
Analysis of net assets between funds
Unrestricted Total Funds
Funds 2025
£ £
Tangible fixed assets 2,750,000 2,750,000
Current assets 136,687 136,687
Creditors less than 1 year (78,657) (78,657)
 
Net assets 2,808,030 2,808,030
 
Unrestricted Total Funds
Funds 2024
£ £
Tangible fixed assets 2,750,000 2,750,000
Current assets 111,403 111,403
Creditors less than 1 year (51,991) (51,991)
 
Net assets 2,809,412 2,809,412
 

17. Analysis of net assets between funds

18. Related parties

There were no related party transactions in the year (2024: £Nil).

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