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2025-03-31-accounts

CHARITY REGISTRATION NUMBER: 1089399

Dolmar Charitable Trust Unaudited Financial Statements 31 March 2025

HAFFNER HOFF LTD

Chartered accountants 2nd Floor - Parkgates Bury New Road Prestwich Manchester M25 0TL

Dolmar Charitable Trust

Financial Statements

Year ended 31 March 2025

Pages
Trustees' annual report 1 to 2
Independent examiner's report to the trustees 3
Statement of financial activities 4
Statement of financial position 5
Notes to the financial statements 6 to 10

Dolmar Charitable Trust

Trustees' Annual Report

Year ended 31 March 2025

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

Reference and administrative details

Registered charity name Dolmar Charitable Trust Charity registration number 1089399 Principal office 4 Vernon Road The trustees D Mechlowitz G Mechlowitz Independent examiner D Schwarz FCCA 2nd Floor - Parkgates Bury New Road Prestwich Manchester M25 0TL

Structure, governance and management

The Dolmar Charitable Trust is constituted by Deed of Trust dated 11 September 2001 and is a registered charity, number 1089399

The Charity is run by the trustees who all act in an honorary capacity. A new trustee would receive copies of the previous years' Annual Report and Accounts and a copy of the Charity Commission leaflet 'The Essential Trustee : What you need to know'.

Risk Management

The trustees have identified and reviewed the major risks to which the charity is exposed. Both manual and automated checks are regularly invoked, particularly those relating to the operations and finance of the charity. The trustees are satisfied that these systems and procedures mitigate any perceived risks.

Objectives and activities

The objectives of the charity are to further education; to promote religious institutions; to relieve poverty and to promote other such charitable purposes.

Public Benefit Policy

We have referred to the guidance contained in the Charity Commission's general guidance on public benefit when reviewing our aims and objectives and in planning our future activities.

Grant Making Policy

Grants are made to charitable institutions and organisations which accord with the objects of the charity.

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Dolmar Charitable Trust

Trustees' Annual Report (continued)

Year ended 31 March 2025

Achievements and performance

During the year the charity received donations of £29,200 (2024:£27,188)

During the year the charity made grants totalling £12,111 (2024:£25,240) in furtherance of its objects.

There was a net income and net movement of funds of £16,361 (2024:£1,212).

Financial review

As at 31 March 2025 the charity reserves were in deficit by £2,402 (2024:-£18,763). This was due to loans to the charity by trustees who have given their assurance that they will not call in their loans to the detriment of the charity.

Reserves Policy

The Unrestricted Fund represents the unrestricted funds arising from past operating results.

The trustees are satisfied that the balance of the Fund is an acceptable level of reserves. It is the charity's policy to maintain cash reserves of approximately two to three months of their average annual grants, to enable the charity to continue making grants.

Plans for future periods

It is anticipated that the charity will continue to support charitable purposes and institutions in accordance with its objects.

The trustees' annual report was approved on 14 January 2026 and signed on behalf of the board of trustees by:

G Mechlowitz Trustee

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Dolmar Charitable Trust

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

Year ended 31 March 2025

I report to the trustees on my examination of the financial statements of Dolmar Charitable Trust ('the charity') for the year ended 31 March 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

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.

D Schwarz FCCA Independent Examiner

2nd Floor - Parkgates Bury New Road Prestwich Manchester M25 0TL

14 January 2026

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Dolmar Charitable Trust

Statement of Financial Activities

Year ended 31 March 2025

2025 2024
Unrestricted
fundsTotal funds Total funds
Note £ £ £
Income and endowments
Donations and legacies 4 29,200 29,200 27,188
---------------------------- ---------------------------- ----------------------------
Total income 29,200 29,200 27,188
============================ ============================ ============================
Expenditure
Expenditure on charitable activities 5,6 12,839 12,839 25,976
---------------------------- ---------------------------- ----------------------------
Total expenditure 12,839 12,839 25,976
============================ ============================ ============================
---------------------------- ---------------------------- ----------------------------
Net income and net movement in funds 16,361 16,361 1,212
============================ ============================ ============================
Reconciliation of funds
Total funds brought forward (18,763) (18,763) (19,975)
---------------------------- ---------------------------- ----------------------------
Total funds carried forward (2,402) (2,402) (18,763)
============================ ============================ ============================

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 6 to 10 form part of these financial statements.

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Dolmar Charitable Trust

Statement of Financial Position

31 March 2025

2025 2024
Note £ £ £
Current assets
Cash at bank and in hand 19,393 3,032
Creditors: amounts falling due within one year 12 21,795 21,795
---------------------------- ----------------------------
Net current liabilities 2,402 18,763
----------------------- ----------------------------
Total assets less current liabilities (2,402) (18,763)
----------------------- ----------------------------
Net liabilities (2,402) (18,763)
======================= ============================
Funds of the charity
Unrestricted funds (2,402) (18,763)
----------------------- ----------------------------
Total charity funds 13 (2,402)
=======================
(18,763)
============================

These financial statements were approved by the board of trustees and authorised for issue on 14 January 2026, and are signed on behalf of the board by:

G Mechlowitz Trustee

The notes on pages 6 to 10 form part of these financial statements.

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Dolmar Charitable Trust

Notes to the Financial Statements

Year ended 31 March 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 1.

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

These accounts have been prepared on a going concern basis due to the ongoing support of the major creditors.

Judgements and key sources of estimation uncertainty

The preparation of the financial statements did not require management to make judgements, estimates or assumptions that affect the amounts reported at the year end.

Fund accounting

General unrestricted funds comprise the accumulated surplus or deficit on income and expenditure account. They are available for use at the discretion of the Trustees in furtherance of the general objectives of the Charity.

Restricted funds are funds subject to specific restricted conditions imposed by donors. There are no restricted funds as at the Balance Sheet date.

Designated funds are funds which have been set aside at the discretion of the Trustees for specific purposes. There are no designated funds as at the Balance Sheet date.

Incoming resources

All income is 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:

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Dolmar Charitable Trust

Notes to the Financial Statements (continued)

Year ended 31 March 2025

3. Accounting policies (continued)

Resources expended

All expenditure is included on an accruals basis and is recognised when there is a legal or constructive obligation to pay for expenditure.

Charitable activities are made up of grants to institutions.

Expenditure also includes any VAT which cannot be fully recovered and is reported as part of the expenditure to which it relates.

Governance costs are included on an accruals basis and are recognised when there is a legal or constructive obligation to pay for expenditure.

Financial instruments

A financial asset or a financial liability is recognised only when the entity becomes a party to the contractual provisions of the instrument.

Basic financial instruments are initially recognised at the amount receivable or paable including any related transaction costs, unless the arrangement constitutes a financing transaction, where it is recognised at the present value of the future payments discounted at a market rate of interest for a similar debt instrument.

4. Donations and legacies

Unrestricted Total Funds Unrestricted Total Funds
Funds 2025 Funds 2024
£ £ £ £
Donations
Donations 29,200 29,200 27,188 27,188
============================ ============================ ============================ ============================

5. Expenditure on charitable activities by fund type

Unrestricted Total Funds Unrestricted Total Funds
Funds 2025 Funds 2024
£ £ £ £
Charitable Activities 12,111 12,111 25,240 25,240
Support costs 728 728 736 736
---------------------------- ---------------------------- ---------------------------- ----------------------------
12,839
============================
12,839
============================
25,976
============================
25,976
============================

6. Expenditure on charitable activities by activity type

Grant funding Support Total funds Total fund
of activities costs 2025 2024
£ £ £ £
Charitable Activities 12,111 69 12,180 25,315
Governance costs 659 659 661
---------------------------- -------------- ---------------------------- ----------------------------
12,111 728 12,839 25,976
============================ ============== ============================ ============================

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Dolmar Charitable Trust

Notes to the Financial Statements (continued)

Year ended 31 March 2025

7. Analysis of support costs

Analysis of
support costs Total 2025 Total 2024
£ £ £
General office 69 69 75
Governance costs 659 659 660
-------------- -------------- --------------
728 728 735
============== ============== ==============
8. Analysis of grants
2025 2024
£ £
Grants to institutions
Achisomoch 1,000
Aish UK 4,000
Ateres Yoel 4,000
Club Tikva 1,000
Grants Under £1000 3,740 9,848
Manchester Mesivta 1,000
MH Trust 3,492
North Salford Synagogue (Vine St) 2,871 1,400
Seed 1,500
Shaarei Torah Trust 1,000
The Manchester Eruv 2,500
---------------------------- ----------------------------
12,111 25,240
---------------------------- ----------------------------
Total grants 12,111
============================
25,240
============================

The above grants were made to institutions and went towards the following purposes; the relief of poverty, relief of those in need by reason of ill health or disability, the advancement of Jewish religion and the advancement of Jewish religious education.

9. Independent examination fees

2025 2024
£ £
Fees payable to the independent examiner for:
Independent examination of the financial statements 660 660
============== ==============

10. Staff costs

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

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Dolmar Charitable Trust

Notes to the Financial Statements (continued)

Year ended 31 March 2025

10. Staff costs (continued)

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

11. Trustee remuneration and expenses

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

12. Creditors: amounts falling due within one year

2025 2024
£ £
Accruals and deferred income 660 660
Other creditors 21,135 21,135
---------------------------- ----------------------------
21,795 21,795
============================ ============================

13. Analysis of charitable funds

Unrestricted funds

Unrestricted funds
At At
1 April 2024 Income Expenditure 31 March 25
£ £ £ £
General funds (18,763) 29,200 (12,839)
(2,402)
============================ ============================ ============================ =======================
At At
1 April 2023 Income Expenditure 31 March 24
£ £ £ £
General funds (19,975) 27,188 (25,976)
(18,763)
============================ ============================ ============================ ============================
Analysis of net assets between funds
Unrestricted Total Funds
Funds 2025
£ £
Current assets 19,393 19,393
Creditors less than 1 year (21,795)
(21,795)
---------------------------- ----------------------------
Net liabilities (2,402)
(2,402)
============================ ============================
Unrestricted Total Funds
Funds 2024
£ £
Current assets 3,032 3,032
Creditors less than 1 year (21,795)
(21,795)
---------------------------- ----------------------------
Net liabilities (18,763)
(18,763)
============================ ============================

14. Analysis of net assets between funds

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Dolmar Charitable Trust

Notes to the Financial Statements (continued)

Year ended 31 March 2025

15. Related parties

Aggregate donations totalling £27,700 were received from trustees and related parties during the year.

Other creditors represents amounts owing to Mr G Mechlowitz, a trustee of this charity and to his brother, Mr D Mechlowitz. This loan is interest free and repayable on demand.

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