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← The Kalisher Trust

2025-04-05-accounts

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 2025

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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 9

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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 2024 to February 2025

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, First floor, Medway House, 18-22 Cantelupe Road, East Grinstead, West Sussex, RH19 3BJ 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

Dame Anne Rafferty DBE PC

Chair of the Board of Trustees Vice Chairs Treasurer

Dame Julie Maxton DBE Leon Kazakos KC and Clare Wardell Henrietta Paget KC

Trustees

HHJ Judy Khan KC HHJ Angela Rafferty KC Andrew Fisher KC Michael Brady KC Garry Green KC Edmund Vickers KC Max Hardy Henrietta Paget KC Merry Van Woodenberg Danielle Manson Rabah Kherbane

Patrons

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

James Gwatkin Emma Fielding

Director of Education

John Dunston

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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 parttime 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

Mock pupillage interviews

From 26[th] February 2024 to 20[th] March 2024, a programme of mock pupillage interviews took place over zoom. The team managed to offer all 39 persons who applied for a mock interview a time slot within the three week period. Each interviewee received 30 minutes of interview and feedback, usually with two interviewers (either practising pupils, barristers or members of the judiciary). All the interviewees who took part found the process useful as they prepared for their pupillage interviews in March and April 2024. Many have informed us that they received an offer of pupillage this year and wished to thank the Trust the opportunities offered to them.

Pre-loved Clothing Fair

The clothing fair went ahead on 25[th] March 2024 at Gray’s Inn. It was a success and Gray’s are willing to host another. In addition to the formalwear / suits that had been donated, we also had an unprecedented number (18) of wigs and gowns donated, which were dealt with by Gray’s in the following way - Students were asked to complete an application form, similar to the one used in previous years. Each application was anonymised and a panel shortlisted the 86 applications received down to 30. After the initial sift, a further member of Gray’s selected the final 18 recipients. Two collection days were organised and the individuals selected were invited to go into Gray’s and try on the wigs and gowns available. Jasmine, from the Education Department at Gray’s stated that it “ was a lovely opportunity to congratulate them again ”. HHJ Richard Marks KC (the Common Sergeant) had also donated a wig and gown belonging to his late sister and was invited to personally select the recipient

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

Essay Prize 2025

The 2025 Kalisher Essay Competition, which carried a prize of £2,000 for the winner and £500 for the runner up, was open to all pupils undertaking a criminal pupillage and for the first time, those undertaking the Bar Training Course and those who had completing the Bar Training Couse and were awaiting / applying for pupillage.

The competition was launched in January 2025, inviting submissions of up to 2,000 words in answer to the following question:

The backlog of Crown Court cases serves no one. You are advising the Government as to what measures would alleviate if not remove the problem once and for all. You are to assume this to be achieved within current funding constraints.

Is jury trial to be abolished in a particular class of case/s?

If so, would that require justices to be given greater sentencing powers?

Importantly you must advise whether any reforms would likely lead to challenge on human rights grounds.

Would removing legal aid to bring a challenge be an option or might that result in a challenge on its own right?

You should identify any other proposals and advise whether they would survive judicial scrutiny.

Entries were assessed by Peter Doyle KC and HHJ Judy Khan KC. 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. The prize was won by Joshua Clements of 23ES, with Anjelica Smerin of Mountford Chambers a close runner up. The judging panel commented on the winning entry as follows:

“A very well researched piece of work. Their analysis was excellent and well-reasoned. Importantly, this candidate met the ‘brief’, which was to provide advice to the government.”

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

Trust Composition

The trust composition did not change this year save for the addition (as volunteers rather than trustees) of Elspeth Windsor (who before becoming a tenant at her set of Chambers, was helped in her career by the Trust) and Dr Chris Whittaker who has worked in roles for many years across the charity and sports sectors with a track record in relationship management, strategic thinking and leadership.

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 work together with our prestigious partner organisations to appoint the brightest and the best to be interns and scholars. We value - and we have kept - the Trust’s enduring eligibility criteria of ‘ exceptional promise and modest means’.

Educational Outreach

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

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

Creative Education Trust

The Creative Education Trust (CET) is a network of seventeen academies across England. Kalisher was invited once again to contribute to the Trust’s Public Speaking Competition. Individual barristers and pupil barristers (provided one-to-one online coaching to Year 12 students. Feedback was universally positive, the impact of the coaching evident in the early rounds held at individual schools and in the Finals Event held in the medieval Leicester Guildhall. Marc Jordan, CEO of the Trust, John Dunston and Ann-Marie Pinkney were the judges on that occasion. Ann-Marie gave an address on her route to a career at the Criminal Bar.

Manchester. Mike Brady KC and David Temkin KC have been promoting Kalisher in the Manchester area. David Temkin KC has already been involved with local schools and was able to use the Kalisher video Crown v Goldilocks on a visit to Armitage C of E Primary School.

Leeds University Leon Kazakos KC attended the first Pupillage Fair North, held at Leeds University and organised by the Bar Council on behalf of Kalisher – to address prospective applicants to the Bar about the opportunities available through the Trust.

Review of Financial Activities and Affairs Henrietta Paget KC, Treasurer.

The Trust was glad to build on its long-established relationships with partner institutions by funding internships at Justice, Amicus and the CCRC and making an MA funding award in partnership with the Criminology Department and Wadham College, Oxford.

Thanks to our dedicated volunteers, even with the marked expansion of our outreach programme, associated costs were kept to a minimum.

This year, the Trust’s valued income from its regular benefactors (both corporate and individual) was enhanced by two substantial memorial funds.

In the Summer of 2024, the profession suffered the loss of two well-known and much loved figures: Mat Hardyman, who practised from Chambers at 15 New Bridge Street and was known to and admired by many of us and Paul Darling KC, OBE, who – although a specialist in Construction Law – was a special friend to the Trust and staunch supporter of the Criminal Bar. The trust is especially grateful to the families of both Mat and Paul, who chose to honour their memory by inviting donations to the Kalisher Trust. The money raised through these memorial funds will make an enormous difference to the Trust’s work going forward and the Trustees record their thanks to all who so generously contributed.

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

Conclusion

The Trust continues to drive forward a fresh educational outreach approach in tandem with the Trust’s traditional activities.

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 now have advocacy programs reaching wider student bodies across England and Wales. The links with the Circuits of England and Wales will, we trust, see the gradual and prudent expansion of the Trust’s work across England and Wales.

Due to the Trustees’ desire to spread the benefit of the charity widely as possible, the 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.

Clare Wardell Vice Chair

Leon Kazakos KC Vice Chair

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The Kalisher Trust 1062363

Receipts and payments accounts For the period Period start date Period end date To from 06/04/2024 05/04/2025 ~~es ee ee ee~~

CC16a

Section A Receipts and payments

Unrestricted
funds		 Restricted
funds		 Endowment
funds		 Total funds Last year
to the nearest £ to the nearest £ to the nearest £ to the nearest £ to the nearest £ to the nearest £
A1 Receipts
Donations and fundraising 53,874 - - 53,874 43,307
Interest on deposit account 4,328 - - 4,328 3,900
Book Royalties 54 - - 54 94
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
~~Sub total~~~~(Gross income for~~ ~~(Gross income for~~ ~~(Gross income for~~
AR) AR)58,256 - - 58,256 47,301
A2 Asset and investment sales,
(see table).
-
-
-
-
-
-
-
-
-
~~Sub total~~-
-
-
-
-
Total receipts 58,256
-
-
58,256
47,301
~~——————~~
A3 Payments
Cost of Fundraisingevents 1,867 - - 1,867 1,549
Grants and donationspaid 32,829 - - 32,829 38,024
Bank charges 205 - - 205 62
Website 2,656 - - 2,656 2,124
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -

Sub total [ 37,557 ] - - 37,557 41,759 A4 Asset and investment purchases, (see table) - - - - - - - - Sub total [ - ] - - - - ~~—~~ Total payments ~~—————~~ 37,557 - - 37,557 41,759 Net of receipts/(payments) 20,699 - - 20,699 5,542 A5 Transfers between funds - - - - - A6 Cash funds last year end ~~260,440 - - 260,440 254,898~~ Cash funds this year end ~~SS~~ 281,139 - ~~SS~~ - 281,139 ~~=>~~ 260,440

Section B Statement of assets and liabilities at the end of the period ~~a~~

Unrestricted Restricted Endowment Categories Details funds funds funds CCXX R1 accounts (SS) 1 to nearest £ to nearest £ 28/01/2026 to nearest £

B1 Cash funds Current and deposit accounts 281,139 - -
- - -
- - -
Total cash funds 281,139 - -
(agree balances with receipts and payments
account(s)) OK OK OK
Unrestricted Restricted Endowment
funds funds funds
Details to nearest £ to nearest £ to nearest £
B2 Other monetary assets - - -
- - -
- - -
- - -
- - -
- - -
Details Fund to which
asset belongs		 Cost (optional) Current value
(optional)
B3 Investment assets - -
- -
- -
- -
- -
Details Fund to which
asset belongs		 Cost (optional) Current value
(optional)
B4 Assets retained for the - -
charity’s own use - -
- -
- -
- -
- -
- -
- -
- -
Fund to which Amount due When due
Details liability relates (optional) (optional)
B5 Liabilities -
-
-
-
-
Signed by one or two trustees on
behalf of all the trustees		 Signature Print Name Date of
approval
Henrietta Paget KC Henrietta Paget KC 28.1.26
CCXX R2 accounts (SS) 2 28/01/2026

CCXX R2 accounts (SS)

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 2025 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 05/04/2025. 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:

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.

Date: 22 January 2026 Signed: ~~ee~~ Name: Elize Stoneham ~~OO~~ Relevant professional Chartered Certified Accountant qualification(s) or body (if any): Address: First Floor, Medway House ~~OO~~

1

Oct 2018

IER

18-22 Cantelupe Road, East Grinstead

West Sussex, RH19 3BJ

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

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