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← The Kalisher Trust

2022-04-05-accounts

THE KALISHER TRUST THE KALISHER TRUST THE KALISHER TRUST 1062363 1062363 1062363 CC16a
For the period
from		 06/04/2021
Period start date		 To 05/04/2022
Period end date
Section A Receipts and payments
A1 Receipts Unrestricted
funds
to the nearest £
138,901
12
53
-
-
-
-
-

138,966
-
-
-
138,966
8,578
40,198
47
2,464
-
-
-
-
-
51,287
-
-
-
51,287
87,679
-
~~82,450~~
170,129		 Restricted
funds
to the nearest £
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
~~-~~
-		 Endowment
funds
to the nearest £
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
~~-~~
-		 Total funds
to the nearest £
138,901
12
53
-
-
-
-
-
138,966
-
-
-
138,966
8,578
40,198
47
2,464
-
-
-
-
-
51,287
-
-
-
51,287

87,679		 Last year
to the nearest £
Donations and fundraising 138,901 24,226
Interest on deposit account 12 33
Book Royalties 53 -
- -
- -
- -
- -
- -
~~Sub total~~~~(Gross income for~~
AR)
138,966		 24,259
A2 Asset and investment sales,
(see table).
-
- -
~~Sub total~~ - -
Total receipts
A3 Payments
24,259

Cost of Fundraisingevents		 8,578 1,162
Grants and donationspaid 40,198 21,000
Bank charges 47 120
Website 2,464 3,623
- -
- -
- -
- -
- -
**Sub total ** 51,287 25,905
A4 Asset and investment
purchases, (see table)
-
-
**Sub total ** - -
Total payments
Net of receipts/(payments)
A5 Transfers between funds
A6 Cash funds last year end
Cash funds this year end
25,905
87,679 - -
87,679		 - 1,646
- - - - -
~~82,450~~ ~~-~~ ~~-~~ ~~82,450~~ ~~84,096~~
170,129 - - 170,129 82,450

CCXX R1 accounts (SS)

15/01/2023

1

Section B Statement of assets and liabilities at the end of the period Section B Statement of assets and liabilities at the end of the period Section B Statement of assets and liabilities at the end of the period
Categories
Signed by one or two trustees on
behalf of all the trustees
B1 Cash funds
B2 Other monetary assets
B4 Assets retained for the
charity’s own use
B5 Liabilities
B3 Investment assets		 Signature
Henrietta Paget (signed original on file)
Details
Details
Current and deposit accounts
Details
Details
Total cash funds
(agree balances with receipts and payments
account(s))
Details		 Unrestricted
funds
Restricted
funds
to nearest £
to nearest £
170,129
-
-
-
-
-
170,129
-
OK
OK
Unrestricted
funds
Restricted
funds
to nearest £
to nearest £
-
-
-
-
-
-
-
-
-
-
-
-
Fund to which
asset belongs
Cost (optional)
-
-
-
-
-
Fund to which
asset belongs
Cost (optional)
-
-
-
-
-
-
-
-
-
Fund to which
liability relates
Amount due
(optional)
-
-
-
-
-
Print Name
H. PAGET		 Endowment
funds
to nearest £
-
-
-
-
OK
Endowment
funds
to nearest £
-
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
-
-
-
-
When due
(optional)
Date of
approval
Henrietta Paget (signed original on file) H. PAGET 15.1.23

CCXX R2 accounts (SS)

15/01/2023

2

Independent examiner's report on the accounts

Section A Independent Examiner’s Report

Report to the trustees/
members of
On accounts for the year
ended
Set out on pages
Responsibilties and
basis of report		 Charity Name
The Kalisher Scholarship		 Charity Name
The Kalisher Scholarship		 Charity Name
The Kalisher Scholarship
5 April 2022 Charity no
(if any)		 1062363
1 of 2
(remember to include the page numbers of additional sheets)
I report to the trustees on my examination of the accounts of the above
charity (“the Trust”) for the year ended05/04/2022.
As the charity's trustees, you are responsible for the preparation of the
accounts in accordance with the requirements of the Charities Act 2011
(“the Act”).

I report in respect of my examination of the Trust’s accounts 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 I have completed my examination. I confirm that no material matters have examiner's statement come to my attention in connection with the examination (other than that disclosed below *) which gives me cause to believe that in, any material respect:

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.

Signed: Name: Elize Stoneham Relevant professional Chartered Accountant qualification(s) or body (if any): Address: Wilmington House

Date: 01/12/2022

Oct 2018

1

IER

High Street, East Grinstead

West Sussex, RH19 3AU

Section B Disclosure

Only complete if the examiner needs to highlight material matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).

Give here brief details of any items that the examiner wishes to disclose .

Oct 2018

2

IER

The Kalisher Trust Registered Charity number: 1062363 The Kalisher Trust Registered Charity number: 1062363

THE KALISHER TRUST

REPORTS AND FINANCIAL STATEMENTS

For the year ending January 2022

1

The Kalisher Trust Registered Charity number: 1062363 The Kalisher Trust Registered Charity number: 1062363

Contents

Charity information 3
Vice Chair’s report 5
Review of Financial Activities and Affairs 11

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The Kalisher Trust Registered Charity number: 1062363 The Kalisher Trust Registered Charity number: 1062363

The Trustees are pleased to present their report of the work of the charity for the twelve months from:

February 2021 to February 2022

Reference and administrative details
Charity Name The Kalisher Trust
Registered Charity Number 1062363
Registered Address: 18 Red Lion Court. London. EC4A 3EB
Principal contact
www.thekalishertrust.org.uk
Email:administrator@thekalishertrust.co.uk
Charity’s main agents and advisors:
Accountants Place Campbell, Chartered Accountants,
Wilmington House,
High Street,
East Grinstead,
West Sussex, RH19 3AU
DX 300219 East Grinstead
Solicitors Titmus Sainer Dechert,
Sergeant’s Inn,
Temple
London EC4Y 1LT
Bankers HSBC Bank
165 Fleet Street
London EC4A 2DY

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The Kalisher Trust Registered Charity number: 1062363 The Kalisher Trust Registered Charity number: 1062363

The Kalisher Trustee Board

The Directors of the Charitable Company (‘the charity’) are its Trustees for the purpose of charitable law, and throughout this report are collectively referred to as the Trustees. The Trustees serving during the relevant year were as follows:

President Lord Judge PC Vice President Martin Shaw Vice President Lord Ajay Kakkar Chairman of Trustees Sir Ralph Waller Vice Chair Mark Fenhalls KC Vice Chair Dr Camilla Darling Treasurer Henrietta Paget Trustees Andrew Fisher KC Andrew Hall KC Max Hardy Henrietta Paget The Rt Hon Lady Justice Rafferty DBE PC Ed Gross Merry Van Woodenberg Gary Green Danielle Manson Rabah Kherbane

Patrons Anthony Arlidge KC HH Brian Barker CBE KC The Hon. Mrs. Justice Carr DBE The Hon. Mrs. Justice Cheema-Grubb DBE Ray Fearon Kim Hollis KC HHJ Stephen Kramer KC HHJ Richard Marks KC Nicholas Purnell KC Joshua Rozenburg KC (Hon)

Secretaries James Gwatkin Director of Education Sue Freestone

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The Kalisher Trust Registered Charity number: 1062363 The Kalisher Trust Registered Charity number: 1062363

Vice Chair’s Report

Covid-19

The impact of Covid-19 continued to impact Trust activities for most of 2021. However, there was some evidence of a return to ‘normality’ as advocacy training was completed in person during September and October 21. The Trust worked on a hybrid offer during late 2021.

Aims and Organisation

The Kalisher Trust is principally designed to offer aspiring barristers funding and other support and guidance as they seek and/or embark on pupillage; and, secondarily, for practitioners during the early stages of tenancy. This is very often an extremely financially and practically demanding period for those seeking to establish practice at the Bar. The Trust aims to make awards and provide guidance to those graduates of exceptional promise but modest social and economic background, who might not otherwise be able to pursue a career path to the Bar.

The Trust is primarily organised and run by practising members of the Judiciary and Bar on a voluntary basis, as well as members of the higher education sector and performing arts professions, together with the assistance of its volunteers. The Trust expresses its thanks for the services and time donated by these individuals. There are no employees but, since February 2016, the Trust has from time to time used part-time administrative support when necessary.

Review of Effectiveness and Achievements

A review of effectiveness conducted over the last few years has seen a change in the channeling of the Trust’s funding from the original major Scholarship model to the award of several funded placements with partner organisations in the legal sphere, and the provision of training and other guidance opportunities for aspiring barristers. The object of this change was to spread the charity’s benefit more widely each year. In addition, the Trust now takes on educational activities – usually in secondary schools – which educates young people in a life in the Law, and gives them training in advocacy skills useful in any walk of life.

Events & Activities

At the beginning of 2021, it was not possible to do any in person events, however we hosted many successful virtual events during 2021, including:

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The Kalisher Trust Registered Charity number: 1062363 The Kalisher Trust Registered Charity number: 1062363

In the latter half of 2021 and in early 2022, we held the following events in person:

NB: All online sessions were recorded; recordings are added to our growing cache of sessions on our site; and all were publicised on twitter.

Essay Prize 2021

The 2021 Kalisher Essay Competition, which carried a prize of £2,000, was open to all pupils undertaking a criminal pupillage. The competition was launched via Twitter in January 2021 as well as in a letter to all criminal sets, inviting submissions of up to 2,000 words in answer to the following question:

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The Kalisher Trust Registered Charity number: 1062363 The Kalisher Trust Registered Charity number: 1062363

“Covid19 lockdown rules have been described by some as among the most onerous restrictions to personal liberty since Oliver Cromwell’s time. As a “government lawyer” advise your Minister as to the pros and cons of any submission that recent public health legislation is a disproportionate breach of human rights law.”

Entries were judged by Judy Khan KC and Peter Doyle KC with the assistance of James Gwatkin. One winner was selected at the end of March 2021, Andrew Pickin of KBW Chambers in Leeds.

Trust Composition

Garry Green, Danielle Manson and Rabah Kherbane were welcomed as new trustees in January 2021.

In line with the agreement that we gradually reduce the numbers of Trustees, we established the Senior Counsel group, enabling us to retain the expertise and networks of some trustees who will move to this group. Peter Doyle KC and Sir Brian Leveson resigned as Trustees, and as of January 2021, and moved to this group.

The Early Career Group (which will include those who are more than occasional volunteers but cannot take on trustee status) will be launched in early February 2021.

Other key goals for 2021-22 were to establish ‘lead’ trustees who can work on areas such as education, advocacy training, virtual events, and fundraising.

Ben Yallop (the Lord Chief Justice’s Private Secretary) agreed to act as a critical friend to the Trust. He provides connection and insight, ensuring that our close and constructive relationship with the Lord Chief Justice’s office continues.

Mark Fenhalls KC moves from Co-Vice Chair to trustee status from January 2022, coinciding with the start of his term as Chair of the Bar Council.

Ryan Evans stepped down as Secretary at the end of 2021 as he moved overseas and will commence a pupillage at 5 Paper Buildings in October 2022.

Internships, Scholarships

Andy Hall KC leads these two related programmes. We are maintaining existing commitments, as follows:

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The Kalisher Trust Registered Charity number: 1062363 The Kalisher Trust Registered Charity number: 1062363

Our partnership with the University of Birmingham has recently been renewed for 2021 onwards, thanks to the intervention of Andrew Fisher KC.

University Outreach

Our second event with the Access Project was held on 15[th] July 2021. This was a virtual debating workshop with the following topics:

(1) Once the vaccine has been rolled out in the UK, Coronavirus vaccine IDs should be required to access public transport, restaurants and certain workplaces.

(2) High profile criminal trials in England and Wales should be televised.

On the 23rd July 2021 we ran a virtual advocacy session as part of a two day event that Balliol College Oxford and the Sentencing Academy were running as part of their own outreach work. A big thank you to Elspeth Windsor who brought everyone together and continues to contribute greatly to Kalisher events.

Schools Outreach

We have revitalised our former partnership with Sheffield University which allowed us to host an event on 6[th] April 2021 on ‘Life in the Law’. This was aimed at Year 12 and 13 students who are considering studying Law at university and was open to students nationally.

Our East Anglia outreach work with the Creative Education Trust culminated in our virtual contribution to a pilot advocacy challenge during the spring and summer of 2021. While the schools’ participation in this was affected by Covid, overall, it was a success and was very well received by the CET itself.

CET are now planning a fuller, more in-person second advocacy challenge. The pilot challenge included a Kalisher representative at each of the three introductory sessions; Kalisher representatives giving virtual coaching to the small teams of students; and Kalisher representatives at the finals. The winning team was welcomed by local MP Peter Bone at the Houses of Commons recently.

We contributed to three sessions with the Harris Federation in the academic year 2020-21, and have further sessions planned for the year 2021-22.

Fundraising

In early 2021, Sir Ralph Waller (our Chair) kindly donated £5000 to the Trust, which contributed to our fund for our existing set of internships and scholarships. He donated

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The Kalisher Trust Registered Charity number: 1062363 The Kalisher Trust Registered Charity number: 1062363

another £5000 in August 2021. 23 ES (a set of chambers) which sponsored the Autumn 2021 advocacy training, donated £5000; 2 Hare Court (a set of chambers) also donated £5000.

In September 2021, Sir Ralph confirmed a significant donation to the Trust from Mrs Mae Zhu, who wishes to support educational charitable endeavours, and has done so via the University of Oxford. The Development team at Oxford have carried out due diligence which is recorded via email. We are incredibly grateful to Sir Ralph and to Mrs Zhu. This donation of £100,000 means that we can have confidence in our internship programme for the next two years.

Review of Financial Activities and Affairs – Henrietta Paget, Treasurer

As has been the position since our inception, funds have been raised from a wide variety of sources including annual fundraising events, donations by individuals, sets of Barristers’ Chambers, firms of Solicitors, and, often, joint funding of Kalisher Internships with the providers concerned.

Summary

  1. During the financial year to April 2022, the Trust made good progress in re-establishing its work both in terms of fundraising and resumption of both core and associated activities. It also had the benefit of a very substantial private donation. Total income received within the financial year to April 2022 was c.£138,000. Total expenditure was c.£51.309. So with the final lifting of COVID-19 restrictions, the Trust was well placed quickly to resume its work and is in a position to continue to build on opportunities for significant expansion in terms of activities and awards.

Income

  1. The Trust’s income can be broken down as follows: -

· Donations £114,000

· Fundraising events £17,850

· Royalties £52.97

In addition,

(a) A donation of £6,000 was made by Doughty Street Chambers, ring-fenced for the Death Penalty Project;

(b) Payments of £1,000 were made by Chambers to sponsor the entries of pupils entering the Kalisher Prize Essay Competition.

  1. The Trust is very grateful to all our many donors. We would particularly like to thank those who regularly give by standing order. Regular donations, even in modest amounts, make an enormous difference and this continuing support of the Trust’s work is deeply appreciated. A great deal of gratitude is owed to our larger benefactors, whose generosity and support makes the funding of our larger projects possible.

Expenditure

  1. Spending can be broken down as follows: - Internships and scholarships £33,000 Website and administration £5,500

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The Kalisher Trust Registered Charity number: 1062363 The Kalisher Trust Registered Charity number: 1062363

Advocacy training: £5,000 Fundraising costs: £4,000 Essay competition: £2,000 Educational Outreach: £1,500

Conclusion

  1. Thanks to the work done by the Trustees over the last two years to review and consolidate the Trust’s organization, core activities and goals, the Trust was well placed to weather the turmoil of the COVID-19 era. Since the end of the financial year to April 2021, the Trust has been able to rebuild its core activities and embark on a period of new growth, including the re-establishment of several of our former initiatives and, crucially, beginning the reworking of the Trust’s Education and Outreach Programme.

Plans for Future Development

The Trustees remain engaged in an ongoing review of the Trust’s core activities, monitoring the effectiveness of the Trust’s work and ensuring that the benefit of Kalisher support and funding continues to be focused on those aspiring to practice at the criminal bar.

Due to the Trustees’ desire to spread the benefit of the charity was widely as possible, an Awards Committee continues its work in generating Internships and other placements and selecting the recipients for such awards.

Thanks

The Kalisher Trust is grateful to Place Campbell, Chartered Accountants (particularly Elize Stoneham), for their continuing work pro bono for the Trust.

Further information is available on our website: www.thekalishertrust.org

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