Trustees’ Annual Report for the period
From 1 April 2022 Period start date To 31 March 2023 Period end date
Charity name: British Friends of Shearit Israel
Charity registration number: 1101790
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | 1) The advancement of the orthodox Jewish faith 2) The advancement of orthodox Jewish religious education 3) the relief of poverty sickness and infirmity amongst members of the Jewish faith 4) Religious, educational and vocational services to Jewish children and adults in Ukraine and 5) Other charitable purposes . |
| Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. |
Para 1.17 and 1.19 |
The charity’s main activity is to raise funds for the impoverished Jewish community of Vilednik, Ukraine. These funds are used to provide much needed kosher food for the whole community and religious educational material for children. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | The trustees have had regard to the guidance on public benefit when planning activities during the year. |
Additional information (optional)
You may choose to include further statements where relevant about:
SORP reference Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by
volunteers Other
Achievements and Performance
| SORP reference | ||
|---|---|---|
| Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. |
Para 1.20 | During the year the charity raised a record amount of donations. This enabled the charity to provide kosher food and wine for the Jewish New Year and at Passover, where otherwise the availability is difficult to obtain and expensive. The charity provided educational material for children. In this way, the charity has benefited the community of Vilednik in helping them to maintain and follow their Jewish faith and traditions as well as provide some relief from poverty. The charity has also provided help and support to several Jewish families from Ukraine who have sought refuge amongst the local Jewish community in North London. |
Additional information (optional) You may choose to include further statements where relevant about:
| Achievements against objectives set |
Para 1.41 | |||
| Performance of fundraising activities against objectives set |
Para 1.41 | |||
| Investment performance against objectives |
Para 1.41 | |||
| Other | ||||
Financial Review
| Review of the charity’s | Para 1.21 | The charity’s financial position at the end of | The charity’s financial position at the end of | ||||
|---|---|---|---|---|---|---|---|
| financial position at the end | the period was considered to be | ||||||
| of the period | satisfactory. | ||||||
| Statement explaining the | Para 1.22 | The charity’s policy is to hold only minimal | |||||
| policy for holding reserves | reserves in normal circumstances, | ||||||
| stating why they are held | sufficient to cover any unforeseen | ||||||
| expenses. Reserves do accumulate in | |||||||
| advance of times of year where the | |||||||
| charity’s activities are at their greatest eg | |||||||
| Passover. | |||||||
| Amount of reserves held | Para 1.22 | £18963. This was several days before | |||||
| Passover and was higher than normal as | |||||||
| explained above. | |||||||
| Reasons for holding zero | Para 1.22 | N/A | |||||
| reserves | |||||||
| Details of fund materially in | Para 1.24 | N/A | |||||
| deficit | |||||||
| Explanation of any | Para 1.23 | N/A | |||||
| uncertainties about the | |||||||
| charity continuing as a | |||||||
| going concern | |||||||
| Additional information (optional) | |||||||
| You may choose to include further statements | where relevant about: | ||||||
| The charity’s principal | |||||||
| sources of funds (including | Para 1.47 | ||||||
| any fundraising) | |||||||
| Investment policy and | |||||||
| objectives including any | Para 1.46 | ||||||
| social investment policy | |||||||
| adopted | |||||||
| A description of the principal | Para 1.46 | ||||||
| risks facing the charity | |||||||
| Other | |||||||
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Trust deed dated 7/1/04 as amended on 29/5/12 |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | Unincorporated association |
| Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees |
Para 1.25 | There are no constitutional provisions regarding trustee selection. New trustees are selected by existing trustees having regard to their relevant experience and expertise. |
Additional information (optional)
You may choose to include further statements where relevant about:
| Policies and procedures adopted for the induction and training of trustees |
Para 1.51 | |||
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | |||
| Relationship with any related parties |
Para 1.51 | |||
| Other | ||||
Reference and Administrative details
| Charity name | British Friends of Shearit Israel |
|---|---|
| Other name the charity uses | |
| Registered charity number | 1101790 |
| Charity’s principal address | 65 Bethune Road London N16 5EE |
Names of the charity trustees who manage the charity
| Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee (ifany) |
|---|---|---|---|
| Joel Grunwald | |||
| ReisyTambur | |||
| Abraham Krausz | |||
| Chaim Krausz | |||
– Corporate trustees names of the directors at the date the report was approved
Director name
Name of trustees holding title to property belonging to the charity
Trustee name Dates acted if not for whole year
Funds held as custodian trustees on behalf of others Description of the assets None held held in this capacity Name and objects of the N/A charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for N/A safe custody and segregation of such assets from the charity’s own assets
Additional information (optional)
Names and addresses of advisers (Optional information)
Type of Name Address adviser
Name of chief executive or names of senior staff members (Optional information)
Exemptions from disclosure
Reason for non-disclosure of key personnel details
Other optional information
Declarations The trustees declare that they have approved the truslees, report above. Signed on behalf of the charity's trustees Signature(s) Full name(s> Position leg Secretary, Chair, etc) Date nm?
CHARITY COMMISSION FOR ENGLAND AND WALES rlllsh Friend5 of Shearit Israel Receipts and payments accounts CC16a For the perlod from 01- r-22 31-Mar-23 Section A Receipts and payments Unrestricted funds to Ihe n•are8t Restricted funds Endowmenl funds Totsl lund¥ Last year to tho neatsst£ to the nparBst£ to the nèarèst È to thg norost È A1 Rcel ts Volunta Receipts 65.501 65,50f 24.131 Sub total (Gross income for AR) 85.501 65,$01 24.131 A2 Asset and Investment sales. Isee tsblel. Sub total 65,501 65,501 24,131 A3Pa Ejonati$.ukralne Donalls-UK osts of oenerabrwJ volJrfary receipu8 30,406 4,8 14.026 30,406 4,B90 14,026 21.386 2,400 Sub total 49.322 49,322 23,766 A4 Asset and Investment purchases, see table Sub total 49,322 49,322 23,766 Net of re¢eipts/(paymentsJ A5 Transfers beeen funds A6 Cash funils last year end Cash funds this year end 16,179 16,179 365 2,784 18.963 2,784 18,963 2,419 2,784 CCXX R1 8(tounts ISSI 3110112024
Section B Statement of assets and liabilities at the end of the period Unrestricted fund8 Restri¢led funds to ngarest£ Endowment funds to 118ar8SI£ Categories Detalls to nearFSt £ B1 Cash lunds Bank Account 18.963 Total Cash fund$ 18,963 iagiee bAkirtt5 1hrptS PSVN*Its cc4Xtlg)1 Unre$tiictod funds Restricttd funds to nearest£ Endowment funds to n8ar8St£ Details to nearest £ Fund towhlch asset bo10 Currtnt value Details costloonall Fund towhlch assetbelon D&tails C•$t (optio1 Cutrèntvalue ¢)n81 B4 Assets retain•d for the charity's own use Fund to whi¢h relates knoupt du• tlonal Whpn duv t10r1 Details 85 Liabilitles &gned by one or tsvo trust90$ on b¢ha of all th• trustees Oat& of roval SKJnature Prfftt Name CJ(rf/,ty EÉJIO 3ij1 ZY CCXX R2 accounts ISSI 31101r2024
CHARITY COMMISSION FOR ENGLAND AND WALES Independent examinerfs report on tha accounts Se¢tion A Inuepenuent Examiner's ftepon Report to the trusteesl m•mb•rs ol British FrieThts of Shearit On accounts lor th• y•ar ended 31" Marth 2023 Chartty no lif any) 1101790 set out on 1and2 I report lo the INsteeB my examination of the accounts of the above chanty Ilhe Trust") for year ended 314 Marth 2023 Rg•pon•lbilltle8 and A8 the ¢harity trustee8 of the Trust, you are re3pon8ible for the preparation ba81ty of report of the accounts in accordanrx th the reqLremenls of the Charities Act 20111.lhe Aci"). I r0POrt in resFd of my ex4minabon of the Trust's accounts carried out under section 14S of the 2011 Act and in carrying out my examinab'on. I h8ve followed the applicable Direth'on$ 9N•n by Charty C¢mmi88ion under SeCtn 1451Sllbl of thè Act. I hav• compted rny •xamination. I fim1 th•t no m•teri•l m•tt&r• h•v• omo to my altontion in connection wrth Ihe examination which gives rn Cause to beligvg thal in, any matenal re$pe¢t'. accounting TecordJ were not kept in aGcotdance with Gtion 130 of tha Act or the accounts do accord wrth th8 accounling records Ind•p•ndènt ox8min•r'• •tat•m•nt I have no ¢oncems and have come across no othar matters In eonn&¢tlon wrth the examlnaiion 10 whlch atteniion should be arawn In order10 enAbie a Yoper understandiThJ of the aOnIS lo be reacmd. Slon•d: Data: 3111124 Nam•: Rodney My•r8 R•l•vant prof•#Alonl qulllletl¢nl•l or body FCA Addru8.' York House 250 Middleton Road Manehesrer M8 4WA Section B Disclosure Only complete rf the examiner needs to highlight matters of concern Isae CC32, IrKleFendent ex4minaiion of chartty 8ccounts'. directions and guidgn¢e for •xaminer81. IER Oclobor 2018
Give here brief detai of any item5 that thé examlner wlshès to di$clos8. IER October 2018