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 2023
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The Kalisher Trust Registered Charity number: 1062363 The Kalisher Trust Registered Charity number: 1062363
| Contents | |
|---|---|
| Charity Information | 3 |
| Vice Chairs’ 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 2022 to February 2023
Reference and administrative details
Charity Name The Kalisher Trust Registered Charity Number 1062363 Registered Address: c/o Foundry Chambers Quality House 5-9 Quality Court Chancery Lane London WC2A 1HP Principal contact www.thekalishertrust.org.uk 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
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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 Vice President
Chairman of Trustees Vice Chair Treasurer
Dame Anne Rafferty DBE PC Martin Shaw Sir Ralph Waller Dr Camilla Darling Henrietta Paget
Trustees
Judy Khan KC HHJ Angela Rafferty KC Andrew Fisher KC Michael Brady KC Max Hardy Henrietta Paget Merry Van Woodenberg Gary Green Danielle Manson Rabah Kherbane
Patrons
Anthony Arlidge KC HH Brian Barker CBE KC Lady Chief 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 Rozenberg KC (Hon)
Secretaries
Joanne Doherty James Gwatkin Emma Fielding
Director of Education Sue Freestone
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The Kalisher Trust Registered Charity number: 1062363 The Kalisher Trust Registered Charity number: 1062363
Vice Chairs’ Report
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 an intensely demanding period - both financially and practically - for those seeking to establish practice at the Bar. The Trust aims to make awards and provide support and 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.
Overview of Effectiveness and Achievements
The Trust provides training and other guidance opportunities for aspiring barristers and funds placements with partner organisations in the legal sphere. In addition, the Trust takes on educational and outreach activities – usually in secondary schools – which provide young people with an insight into the Law and its applicability to society and gives them training in advocacy skills useful in many walks of life.
Events & Activities
The 2022 Kalisher Theatrical Evening, held on Sunday 27 March 2022 was a production of Bill Kenwright’s ‘Love Letters’ (a West End hit) which we were pleased to stage with the kind permission of Middle Temple. It starred Jenny Seagrove and Martin Shaw as they explored the nature of love despite physical separation. It was very well attended and raised over £24,000 for the Charity’s wider purposes.
James Gwatkin led two virtual guidance sessions aimed at pupillage applicants: one for pupillage applications, on the 8 December 2022 which featured himself, Emma Fielding and Holly Thompson; and one for pupillage interviews on the 19 January 2023 which featured James Gwatkin, Ed Gross, Katrina Walcott and Sapna Devi. The numbers of attendees were 40 and 25 respectively.
On the 4 November 2022, the Trust launched its first ever second-hand clothing fair, with the kind permission of Middle Temple. This was aimed at supporting pupils and aspiring pupils with suitable clothing for interviews, mini-pupillages and other work placements. The Trust
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The Kalisher Trust Registered Charity number: 1062363 The Kalisher Trust Registered Charity number: 1062363
received numerous donations of suitable court clothing and attendees were able to choose, take home and keep pre-loved clothing, completely free of charge. This was such a success that we held another on the 10 February 2023, which also featured a pop-up store from tailors Ivy & Normanton, who manufacture clothing specifically for women at the Bar.
Kalisher drove the production of a film to highlight the tragedies and difficulties associated with knife crime, produced by Colin Stone whose costs were sponsored by sets of chambers and The Farmington Trust. Contributors included: Andy Hall KC; Judy Khan KC; Danielle Manson; the Ben Kinsella Trust; Bruce Houlder KC; Martin Griffiths; Tom Cave; Kelly Brown; Farrhat Arshad; Kerim Fuad KC.
We have, under the leadership of Mike Brady KC (18 St John’s Square), established links with four schools in Greater Manchester, in some of its most deprived areas. We are grateful to Ben Yallop and to Lorraine Worsley-Carter, the High Sherriff of Manchester, for their assistance with this project.
Kalisher assisted a fairly new organization – “Bridging The Bar” whose aims fall within Kalisher’s general remit by
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Putting on a jointly funded advocacy training session and
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Helping BTB place twelve mini-pupils in criminal sets across England and Wales.
Essay Prize 2022
The 2022 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 2022 as well as in a letter to all criminal sets, inviting submissions of up to 2,000 words in answer to the following question:
“Penn and Mead, Ponting, Randle and Pottle and now the ‘Colston Four’.
Are such verdicts, as Lord Devlin praised, the right of a jury to act as a long-stop against oppression by the State or was Lord Auld correct in 2001 to describe the perverse verdict as “a blatant affront to the legal process” such as to call for the law to declare, by statute if necessary, that juries have no right to acquit in defiance of the law or in disregard of the evidence?”
Entries were assessed by Peter Doyle KC as a member of the Kalisher Senior Counsel Group. At a time of financial pressure experienced by the youngest members of the criminal bar this Essay prize is aimed at supporting and inspiring the next generation of the profession.
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The Kalisher Trust Registered Charity number: 1062363 The Kalisher Trust Registered Charity number: 1062363
Trust Composition
Igor Judge’s decision to step down as President after many years of support and dedicated service to the work of the trust led the Trust to invite its longest serving trustee Dame Anne Rafferty DBE PC to become President.
Dr Camilla Darling indicated her intention to step down as Vice Chair in the following year and the Trustees invited her then to become a member of the Senior Counsel Group.
Ed Gross indicated his intention to step down as a trustee.
Andrew Hall KC indicated that he wished to step down as a trustee, he handed over his role in the management of awards to Abigail Bright.
The Trust wishes to record its sincere thanks to all those who have spent many years in position either as trustees or volunteers, and the hard work that they have all done in pursuit of the Trust’s stated aims.
Internships, Scholarships
We are proud of our continuing support and commitments with our partner associations, with whom we implement and fund a rolling programme of awards. Successful candidates are chosen in accordance with Kalisher’s enduring eligibility criteria of ‘exceptional promise and modest means’.
This year’s awards included:
Justice - £5000 CCRC - £6000 Amicus - £6000 Wadham College - £6000 Birmingham University £6000
In addition, the Trust developed its partnership with the Sentencing Academy.
There was enthusiastic support for a continuance of this programme. The preference was to focus on an extension to the longer placement, which was implemented. Funding was provided by the Sentencing Association for a placement at the London Living Wage for 30 weeks. This was a great success for the successful candidate and also the Academy. The Trust is proud to know that the successful applicant secured pupillage and thereafter, tenancy at a criminal set of chambers.
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The Kalisher Trust Registered Charity number: 1062363 The Kalisher Trust Registered Charity number: 1062363
Educational Outreach
In Autumn 2022 a pilot mentoring scheme, in partnership with the Young Barristers’ Committee, was undertaken by Harris Federation students (year 12). They were offered six sessions, some including trips to court centres such as the Old Bailey & the Supreme Court.
Kalisher supported the Creative Education Trust’s second advocacy challenge from Spring 22 through to a final in July 22, including our Early Career Group member Andre NwadikwaJonathan who recorded a short introductory film for the students, eight Kalisher coaches to help the student teams; and booking Sir Robert Buckland, the former Lord Chancellor, to open the grand final. We expect to continue our support for the 2023 challenge. The CET has passed us this comment on the 2022 challenge:
“Debate coaching with the Kalisher Trust was incredibly valuable for our schools and one of the highlights of our debate competition. As well as getting the chance to have a unique professional encounter, the sessions really supported students to strengthen their arguments, consider possible counter-arguments, and improve their public speaking style. The coaching made a noticeable difference to the quality of the debates. Our schools shared how there was a real buzz from teams following the coaching, making the students really excited for their first debate. We can’t imagine better role models to support the students”.
The Old Bailey Apprentice resumed after a hiatus due to the pandemic. The lead trustee was HHJ Angela Rafferty KC, working with Danielle Manson & Judy Khan KC. Kalisher offered this to Law UG students across Greater London, which prompted far greater engagement with the scheme; 18 applicants were sifted to a shortlist of 6 who came to the Old Bailey on the 10th January; we are grateful to those named above and to Carr LJ, Tommy Seagull and Richard Osman, all of whom gave up their time to be panelists. 7 finalists spent a half day at the Old Bailey on the 11th January 2023; the 2023 Apprentices were Ceithryn Hamilton & Dorian Ravenscroft. All the finalists were invited to a judges’ lunch at the Old Bailey, and to a private zoom with some tips for success.
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The Kalisher Trust Registered Charity number: 1062363 The Kalisher Trust Registered Charity number: 1062363
Review of Financial Activities and Affairs Henrietta Paget KC, Treasurer.
The Trust’s 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 partnership organisations in respect of particular awards.
Summary
During the financial year to April 2023, the Trust enjoyed its most successful year to date both in terms of fundraising and funding of its core and associated activities. It had the benefit of a further very substantial private donation. Total income received within the financial year to April 2023 was c.£165,500. Total expenditure was c.£82,000. The Trust continues to find and build on opportunities for expansion in terms of activities, projects and awards as well as developing its highly successful schools outreach programme, with a focus on fostering partnerships with schools across a wider geographical area.
Income
The Trust’s income for the financial year April 2022-2023 can be broken down as follows: -
| • | Donation from Westminster College | £100,000 |
|---|---|---|
| • | Donations from Harris Manchester College | £15,000 |
| • | Donations from other entities and individuals | £34,000 |
| • | Fundraising events* | £11,600 |
*Because the 2022 theatre evening was held so close to the turn of the financial year, the income from that event is reflected partially in each set of accounts, either side of 6[th] April 2022.
As to particular elements of that funding:
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(a) Funding of £10,500 was secured for the Knife Crime film project;
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(b) Donations of £11,000 were made by Doughty Street Chambers, for particular elements of our internships and awards scheme;
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(c) Funding of £2,781 was secured from “Bridging the Bar” for our joint advocacy session;
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(d) Payments of £1,200 were made by Chambers to sponsor the entries of pupils entering the Kalisher Prize Essay Competition.
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The Kalisher Trust Registered Charity number: 1062363 The Kalisher Trust Registered Charity number: 1062363
Expenditure
Spending can be broken down as follows: - Internships and scholarships £47,000 Film Project £16,326 Advocacy training £8,300 Website and administration £6,100 Essay competition £2,000 Educational Outreach £2,125
Conclusion
Thanks to the work done by the Trustees over the last two years, the Trust has secured a full recovery after the turmoil COVID-19 era. Since the end of the financial year to April 2022, the Trust’s core activities have been fully re-established, and we now embark on a period of new growth and innovation across the whole range of Kalisher activities and extending in particular to the Trust’s Education and Outreach Programme.
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.
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.
The fundraising successes have meant that the Trust can pursue with increased vigour its educational outreach program, as well as building on its core activities. The Trust aims to provide a greater range of support for first time (and repeat) pupillage applicants as well as driving engagement into the Old Bailey Apprentice program. We intend to expand our advocacy programs to reach wider student bodies across England and Wales and broaden both the profile of the Trust and scope of its work nationally.
Due to the Trustees’ desire to spread the benefit of the charity widely as possible, an Awards Committee continues its work in generating Internships and other placements and selecting the recipients for such awards.
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The Kalisher Trust Registered Charity number: 1062363 The Kalisher Trust Registered Charity number: 1062363
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.
Clare Wardell Vice Chair
Leon Kazakos KC Vice Chair
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| THE KALISHER TRUST | THE KALISHER TRUST | THE KALISHER TRUST | 1062363 | 1062363 | 1062363 | CC16a | |
|---|---|---|---|---|---|---|---|
| For the period from |
06/04/2022 Period start date |
To | 05/04/2023 Period end date |
||||
| Section A Receipts and payments | |||||||
| A1 Receipts | Unrestricted funds to the nearest £ 164,505 676 - - - - - - 165,181 - - - 165,181 3,815 73,642 74 2,880 - - - - - 80,412 - - - 80,412 84,769 - 170,129 254,898 |
Restricted funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - |
Endowment funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - |
Total funds to the nearest £ 164,505 676 - - - - - - 165,181 - - - 165,181 3,815 73,642 74 2,880 - - - - - 80,412 - - - 80,412 84,769 |
Last year to the nearest £ |
||
| Donations and fundraising | 164,505 | 138,901 | |||||
| Interest on deposit account | 676 | 12 | |||||
| Book Royalties | - | 53 | |||||
| - | - | ||||||
| - | - | ||||||
| - | - | ||||||
| - | - | ||||||
| - | - | ||||||
| ~~Sub total~~~~(Gross income for~~ AR) |
165,181 |
138,966 | |||||
| A2 Asset and investment sales, (see table). |
|||||||
| - | |||||||
| - | - | ||||||
| Sub total | - | - | |||||
| Total receipts A3 Payments |
|||||||
| 138,966 | |||||||
Cost of Fundraisingevents |
3,815 | 8,578 | |||||
| Grants and donationspaid | 73,642 | 40,198 | |||||
| Bank charges | 74 | 47 | |||||
| Website | 2,880 | 2,464 | |||||
| - | - | ||||||
| - | - | ||||||
| - | - | ||||||
| - | - | ||||||
| - | - | ||||||
| **Sub total ** | 80,412 | 51,287 | |||||
| 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 |
|||||||
| 51,287 | |||||||
| 84,769 | - | - | 84,769 | 87,679 | |||
| - | - | - | - | - | |||
| 170,129 | - | - | 170,129 | 170,129 | |||
| 254,898 | - | - | 254,898 | 257,808 |
CCXX R1 accounts (SS)
28/01/2024
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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 Signed copyheld bythe Trustees 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 £ 254,898 - - - - - 254,898 - 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 HENRIETTA PAGET K.C. |
Endowment funds to nearest £ |
|---|---|---|---|
| - | |||
| - | |||
| - | |||
| - | |||
| OK | |||
| Endowment funds to nearest £ |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| When due (optional) |
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| Date of approval |
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| Signed copyheld bythe Trustees | HENRIETTA PAGET K.C. | 28.1.2024 | |
CCXX R2 accounts (SS)
28/01/2024
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Independent examiner's report on the accounts
Section A Independent Examiner’s Report
Report to the trustees/ Charity Name members of The Kalisher Scholarship On accounts for the year 5 April 2023 Charity no 1062363 ended (if any) Set out on pages 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 ended 05/04/2023. Responsibilties and As the charity's trustees, you are responsible for the preparation of the basis of report 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:
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the accounting records were not kept in accordance with section 130 of the Charities Act; or
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the accounts did not accord with the accounting records; or
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the accounts did 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.
| Signed: Name: Relevant professional qualification(s) or body (if any): Address: |
Date: | 28/12/2023 |
|---|---|---|
| Elize Stoneham | ||
| Chartered Certified Accountant | ||
| Wilmington House |
1
Oct 2018
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 .
2
Oct 2018
IER