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2025-01-31-accounts

Registered number: 3303791 Charity number: 1064606

BEER SHMUEL LIMITED

(A company limited by guarantee)

UNAUDITED

TRUSTEES' REPORT AND FINANCIAL STATEMENTS

FOR THE YEAR ENDED 31 JANUARY 2025

BEER SHMUEL LIMITED

(A company limited by guarantee)

CONTENTS

Page
Reference and administrative details of the Company, its Trustees and advisers 1
Trustees' report 2 - 3
Independent examiner's report 4
Statement of financial activities 5
Balance sheet 6 - 7
Notes to the financial statements 8 - 13

BEER SHMUEL LIMITED

(A company limited by guarantee)

REFERENCE AND ADMINISTRATIVE DETAILS OF THE COMPANY, ITS TRUSTEES AND ADVISERS FOR THE YEAR ENDED 31 JANUARY 2025

Trustees YM Pinter, Director/Trustee
P Lowin, Director/Trustee
Company registered
number
3303791
Charity registered
number
1064606
Registered office
34 Braydon Road
London
N16 6QB
Accountants
Wolffe Accountancy Services Ltd
34 Braydon Road
London
N16 6QB
Bankers
Santander UK plc
Bridle Road
Bootlle
Merseyside
L30 4GB

Page 1

BEER SHMUEL LIMITED

(A company limited by guarantee)

TRUSTEES' REPORT FOR THE YEAR ENDED 31 JANUARY 2025

The Trustees present their annual report together with the financial statements of the Company for the 1 February 2024 to 31 January 2025. The Annual report serves the purposes of both a Trustees' report and a directors' report under company law. The Trustees confirm that the Annual report and financial statements of the charitable company comply with the current statutory requirements, the requirements of the charitable company's governing document and the provisions of the Statement of Recommended Practice (SORP) applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS102) (effective 1 January 2019).

Since the Company qualifies as small under section 382 of the Companies Act 2006, the Strategic report required of medium and large companies under the Companies Act 2006 (Strategic Report and Directors' Report) Regulations 2013 has been omitted.

Objectives and activities

Policies and objectives

This charity, which is also known as “The Pinters’ Kolel”, “Kollel Divrei Avrohom”, “Imry Chaim College” and “Divrei Avrohom Rabbinical Institute”, was set up by a Memorandum and Articles of Association on 17 January 1997 for the relief of poverty, the advancement of education in England and general charitable activities.

In setting objectives and planning for activities, the Trustees have given due consideration to general guidance published by the Charity Commission relating to public benefit, including the guidance 'Public benefit: running a charity (PB2)'.

Achievements and performance

Review of activities

At present the charity provides bursaries and facilities for older students continuing their rabbinical research and grants for the advancement of education, religion, relief of poverty and the needy. The charity’s facilities are used for educational advice. Additionally an educational holiday is usually organised for families from deprived inner city areas in a relaxing atmosphere with fresh countryside air. Grants of £4,710 (2024 - £4,310) were made during the year. The results are as shown on the accounts.

Financial review

Reserves policy

In the opinion of the directors/trustees, the funds of the charity are sufficient for its purposes. The charity has policy of trying to ensure that it has liquid funds equal to at least four weeks’ projected bursary payments. The reserves of £47,110 (2024 - £65,363) reflect this.

Structure, governance and management

Constitution

Beer Shmuel Limited is registered as a charitable company limited by guarantee and was set up by a Memorandum of Association.

Page 2

BEER SHMUEL LIMITED

(A company limited by guarantee)

TRUSTEES' REPORT (CONTINUED) FOR THE YEAR ENDED 31 JANUARY 2025

Structure, governance and management (continued)

Methods of appointment or election of Trustees

The management of the Company is the responsibility of the Trustees who are elected and co-opted under the terms of the Trust deed.

Statement of Trustees' responsibilities

The Trustees (who are also the directors of the Company for the purposes of company law) 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).

Company law requires the Trustees to prepare financial statements for each financial . Under company law, the Trustees must not approve the financial statements unless they are satisfied that they give a true and fair view of the state of affairs of the Company and of its incoming resources and application of resources, including its income and expenditure, 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 Company's transactions and disclose with reasonable accuracy at any time the financial position of the Company and enable them to ensure that the financial statements comply with the Companies Act 2006. They are also responsible for safeguarding the assets of the Company and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

Approved by order of the members of the board of Trustees on 20 October 2025 and signed on their behalf by:

YM Pinter

Trustee

Page 3

BEER SHMUEL LIMITED

(A company limited by guarantee)

INDEPENDENT EXAMINER'S REPORT FOR THE YEAR ENDED 31 JANUARY 2025

Independent examiner's report to the Trustees of Beer Shmuel Limited ('the Company')

I report to the charity Trustees on my examination of the accounts of the Company for the year ended 31 January 2025.

Responsibilities and basis of report

As the Trustees of the Company (and its directors for the purposes of company law) you are responsible for the preparation of the accounts in accordance with the requirements of the Companies Act 2006 ('the 2006 Act').

Having satisfied myself that the accounts of the Company are not required to be audited under Part 16 of the 2006 Act and are eligible for independent examination, I report in respect of my examination of the Company's accounts carried out under section 145 of the Charities Act 2011 ('the 2011 Act'). In carrying out my examination I have followed the Directions given by the Charity Commission under section 145(5)(b) of the 2011 Act.

Independent examiner's statement

Since the Company'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 ACCA, which is one of the listed bodies.

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

  1. accounting records were not kept in respect of the Company as required by section 386 of the 2006 Act; or

  2. the accounts do not accord with those records; or

  3. the accounts do not comply with the accounting requirements of section 396 of the 2006 Act 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; or

  4. the accounts have not been prepared in accordance with the methods and principles of the Statement of Recommended Practice for accounting and reporting by charities [applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102)].

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:

Dated: 20 October 2025

D Wolffe FCCA

34 Braydon Road London N16 6QB

Page 4

BEER SHMUEL LIMITED

(A company limited by guarantee)

STATEMENT OF FINANCIAL ACTIVITIES (INCORPORATING INCOME AND EXPENDITURE ACCOUNT) FOR THE YEAR ENDED 31 JANUARY 2025

Note
Income from:
Donations and legacies
3
Total income
Expenditure on:
Raising funds
4
Charitable activities
Total expenditure
Net movement in funds
Reconciliation of funds:
Total funds brought forward
Net movement in funds
Total funds carried forward
Restricted
funds
2025
£
379,558
379,558
7,244
390,567
397,811
(18,253)
65,363
(18,253)
47,110
Total
funds
2025
£
379,558
379,558
7,244
390,567
397,811
(18,253)
65,363
(18,253)
47,110
Total
funds
2024
£
347,708
347,708
1,714
326,879
328,593
19,115
46,248
19,115
65,363

The Statement of financial activities includes all gains and losses recognised in the year.

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

Page 5

BEER SHMUEL LIMITED (A company limited by guarantee) REGISTERED NUMBER: 3303791

BALANCE SHEET AS AT 31 JANUARY 2025

Note
Fixed assets
Tangible assets
7
Current assets
Debtors
8
Cash at bank and in hand
Current liabilities
Creditors: amounts falling due within one
year
9
Net current assets
Total assets less current liabilities
Net assets excluding pension asset
Total net assets
Charity funds
Restricted funds
Unrestricted funds
Total funds
48,811
-
48,811
(7,862)
2025
£
6,159
6,159
40,949
47,108
47,108
47,108
47,108
-
47,108
18,811
46,809
65,620
(4,164)
2024
£
3,905
3,905
61,456
65,361
65,361
65,361
65,361
-
65,361

The Company was entitled to exemption from audit under section 477 of the Companies Act 2006.

The members have not required the company to obtain an audit for the year in question in accordance with section 476 of Companies Act 2006.

The Trustees acknowledge their responsibilities for complying with the requirements of the Act with respect to accounting records and preparation of financial statements.

The financial statements have been prepared in accordance with the provisions applicable to entities subject to the small companies regime.

The financial statements were approved and authorised for issue by the Trustees on 20 October 2025 and signed on their behalf by:

Page 6

BEER SHMUEL LIMITED

(A company limited by guarantee) REGISTERED NUMBER: 3303791

BALANCE SHEET (CONTINUED) AS AT 31 JANUARY 2025

YM Pinter

Trustee

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

Page 7

BEER SHMUEL LIMITED

(A company limited by guarantee)

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 JANUARY 2025

1. General information

This charity, which is also known as “The Pinters’ Kolel”, “Kollel Divrei Avrohom”, “Imry Chaim College” and “Divrei Avrohom Rabbinical Institute”, was set up by a Memorandum and Articles of Association on 17 January 1997 for the relief of poverty, the advancement of education in England and general charitable activities.

2. Accounting policies

2.1 Basis of preparation of financial statements

The financial statements have been prepared in accordance with the Charities SORP (FRS 102) - Accounting and Reporting by Charities: 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) (effective 1 January 2019), the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) and the Companies Act 2006.

Beer Shmuel Limited meets the definition of a public benefit entity under FRS 102. Assets and liabilities are initially recognised at historical cost or transaction value unless otherwise stated in the relevant accounting policy.

2.2 Income

All income is recognised once the Company has entitlement to the income, it is probable that the income will be received and the amount of income receivable can be measured reliably.

2.3 Expenditure

Expenditure on raising funds includes all expenditure incurred by the Company to raise funds for its charitable purposes and includes costs of all fundraising activities events and non-charitable trading.

Expenditure on charitable activities is incurred on directly undertaking the activities which further the Company's objectives, as well as any associated support costs.

2.4 Debtors

Trade and other debtors are recognised at the settlement amount after any trade discount offered. Prepayments are valued at the amount prepaid net of any trade discounts due.

2.5 Cash at bank and in hand

Cash at bank and in hand includes cash and short-term highly liquid investments with a short maturity of three months or less from the date of acquisition or opening of the deposit or similar account.

2.6 Liabilities and provisions

Liabilities are recognised when there is an obligation at the Balance sheet date as a result of a past event, it is probable that a transfer of economic benefit will be required in settlement, and the amount of the settlement can be estimated reliably.

Page 8

BEER SHMUEL LIMITED

(A company limited by guarantee)

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 JANUARY 2025

3. Income from donations and legacies

Donations
Income from Charitable Activities
Holiday Funds
Donations
Income from Charitable Activities
Holiday Funds
Restricted
funds
2025
£
111,149
100
268,309
379,558
Restricted
funds
2024
£
100,126
5,914
241,668
347,708
Total
funds
2025
£
111,149
100
268,309
379,558
Total
funds
2024
£
100,126
5,914
241,668
347,708

4. Expenditure on raising funds Costs of raising voluntary income

Function
Advertising
Restricted
funds
2025
£
6,734
510
7,244
Total
funds
2025
£
6,734
510
7,244

Page 9

BEER SHMUEL LIMITED

(A company limited by guarantee)

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 JANUARY 2025

4. Expenditure on raising funds (continued)

Costs of raising voluntary income (continued)

Function
Printing, postage and stationary
Restricted
funds
2024
£
994
720
1,714
Total
funds
2024
£
994
720
1,714

5. Analysis of expenditure by activities

Charitable Grants
Bursaries Provided
Camp Costs
Other Charitable Costs
General Expenses
Accountancy Fees
Independent Examiner's Fee
Activities
undertaken
directly
2025
£
4,710
120,560
262,377
1,595
775
350
200
390,567
Total
funds
2025
£
4,710
120,560
262,377
1,595
775
350
200
390,567

Page 10

BEER SHMUEL LIMITED

(A company limited by guarantee)

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 JANUARY 2025

5. Analysis of expenditure by activities (continued)

Charitable Grants
Bursaries Provided
Camp Costs
Other Charitable Costs
General Expenses
Accountancy Fees
Independent Examiner's Fee
Activities
undertaken
directly
2024
£
4,310
87,913
232,775
1,131
300
250
200
326,879
Total
funds
2024
£
4,310
87,913
232,775
1,131
300
250
200
326,879

6. Trustees' remuneration and expenses

During the year, no Trustees received any remuneration or other benefits (2024 - £NIL) .

During the year ended 31 January 2025, no Trustee expenses have been incurred (2024 - £NIL) .

Page 11

BEER SHMUEL LIMITED

(A company limited by guarantee)

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 JANUARY 2025

7. Tangible fixed assets

Cost or valuation
At 1 February 2024
Additions
At 31 January 2025
Depreciation
At 1 February 2024
Charge for the year
At 31 January 2025
Net book value
At 31 January 2025
At 31 January 2024
Motor
vehicles
£
451
-
451
401
12
413
38
50
Furniture
£
7,701
-
7,701
6,959
111
7,070
631
742
Office
equipment
£
520
-
520
324
29
353
167
196
Books
£
13,300
3,000
16,300
10,381
592
10,973
5,327
2,919
Total
£
21,972
3,000
24,972
18,065
744
18,809
6,163
3,907

8. Debtors

Due within one year
Other debtors
2025
£
48,811
48,811
2024
£
18,811
18,811

Page 12

BEER SHMUEL LIMITED

(A company limited by guarantee)

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 JANUARY 2025

9. Creditors: Amounts falling due within one year

Bank overdrafts
Other creditors
Accruals and deferred income
2025
£
3,599
3,763
500
7,862
2024
£
-
3,764
400
4,164

10. Summary of funds

Summary of funds - current year

Restricted funds
Summary of funds - prior year
Restricted funds
Balance at 1
February
2024
£
65,361
Balance at
1 February
2023
£
46,249
Income
£
379,558
Income
£
347,708
Expenditure
£
(397,811)
Expenditure
£
(328,594)
Balance at
31 January
2025
£
47,108
Balance at
31 January
2024
£
65,363

11. Related party transactions

The company was under the control of Rabbi Y M Pinter and Mrs P Lowin. As at the year-end Rabbi Pinter was owed £2,400 (2024 – £2,400) this amount does not bear interest and is repayable by mutual consent. The cost of the use of premises of £600 was paid to Yeshuas Chaim Synagogue one of whose trustees is Rabbi Y M Pinter.

Page 13