OpenCharities

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator. This document is also available as Markdown.

2025-03-31-accounts

COMPANY REGISTRATION NUMBER: 04395967 CHARITY REGISTRATION NUMBER: 1104262

Beis Hamedrash Ohr Chodosh Limited Company Limited by Guarantee Unaudited Financial Statements

31 March 2025

LEVENSONS LTD

Chartered Certified Accountants Rico House George Street Manchester M25 9WS

Beis Hamedrash Ohr Chodosh Limited

Company Limited by Guarantee

Financial Statements

Year ended 31 March 2025

Page
Trustees' annual report (incorporating the director's report) 1
Independent examiner's report to the trustees 4
Statement of financial activities (including income and
expenditure account) 5
Statement of financial position 6
Notes to the financial statements 7

Beis Hamedrash Ohr Chodosh Limited

Company Limited by Guarantee

Trustees' Annual Report (Incorporating the Director's Report)

Year ended 31 March 2025

The trustees, who are also the directors for the purposes of company law, 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 Beis Hamedrash Ohr Chodosh Limited Charity registration number 1104262 Company registration number 04395967 Principal office and registered 111 Rico House office George Street Prestwich M25 9WS The trustees Mr N Spitzer Mr A Cohen Mr A Davis Mr Y Schleider Company secretary Nathan Spitzer Independent examiner Yisroel Levenson FCCA CTA Rico House George Street Manchester M25 9WS

Structure, governance and management

Governing document

The charity is constituted as a company limited by guarantee, and is therefore governed by its Memorandum and Articles of Association, incorporated on 15 March 2002.

Recruitment and appointment of new trustees

New trustees are appointed due to their interest in the work of charity and their recognised experience in specific fields which will further support the work of the Beis Hamedrash Ohr Chodosh Limited.

Organisational structure

The trustees administer the day-to-day affairs of the charity. None of the trustees have any beneficial interest in the charity.

Induction and training of new trustees

New trustees are given a full induction by the directors. Trustees can retire when they wish as they do not serve under a fixed term of tenure.

1

Beis Hamedrash Ohr Chodosh Limited

Company Limited by Guarantee

Trustees' Annual Report (Incorporating the Director's Report) (continued) Year ended 31 March 2025

Objectives and activities

Objectives and aims

The objects of the charity are to promote the Orthodox Jewish Religion and in particular to maintain a synagogue providing facilities for prayer, religious worship and religious studies.

Public benefit

We have referred to the guidance contained in the Charity Commission's general guidance on public benefit when reviewing our aim and objectives and in planning our future activities. In particular, the trustees consider how planned activities will contribute to the aims and objectives they have set.

Strategic report

The following sections for achievements and performance and financial review form the strategic report of the charity.

Achievements and performance

We are again pleased to report a successful year for the charity, with membership numbers continuing to grow. The services have continued as in previous years which have all been well attended. The Rabbi has provided regular lectures that are well attended by both members and the general public. We have also had the opportunity to listen to lectures in our synagogue from prominent visiting Rabbis. We look forward to a further year of growth and continued success.

Financial review

Financial position

Income from donations and investments totalled £225,177 (2024 - £164,619). Expenditure in furtherance of charitable activities aggregated £225,371 (2024 - £185,750) resulting in net expenditure of £194 (2024 - £21,131). The financial results of the charity's activities for the year to 31 March 2025 are fully reflected on pages 5 and 6 of the Financial Statements together with the notes thereon.

Reserves policy

The trustees have established the level of reserves (that is those funds that are freely available) that the charity ought to have. Reserves are needed to bridge the funding gaps between spending on activities and receiving resources through voluntary grants. The trustees consider that the ideal level of reserves would be six months of resources expended. The actual free reserves as at 31 March 2025 were £131,242 which is slightly higher than our target figure. In calculating the free reserves, the trustees have excluded from total funds the fixed assets.

Plans for future periods

The charity will continue to promote projects advancing the orthodox Jewish religion.

2

Beis Hamedrash Ohr Chodosh Limited

Company Limited by Guarantee

Trustees' Annual Report (Incorporating the Director's Report) (continued)

Year ended 31 March 2025

The trustees' annual report and the strategic report were approved on 13 January 2026 and signed on behalf of the board of trustees by:

Mr A Davis Trustee

3

Beis Hamedrash Ohr Chodosh Limited

Company Limited by Guarantee

Independent Examiner's Report to the Trustees of Beis Hamedrash Ohr Chodosh Limited

Year ended 31 March 2025

I report to the trustees on my examination of the financial statements of Beis Hamedrash Ohr Chodosh Limited ('the charity') for the year ended 31 March 2025.

Responsibilities and basis of report

As the trustees of the company (and also its directors for the purposes of company law) you are responsible for the preparation of the financial statements 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 charity’s accounts as 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

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 charity as required by section 386 of the 2006 Act; or

  2. the financial statements do not accord with those records; or

  3. the financial statements 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 financial statements 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.

Yisroel Levenson FCCA CTA Independent Examiner

Rico House George Street Manchester M25 9WS

13 January 2026

4

Beis Hamedrash Ohr Chodosh Limited

Company Limited by Guarantee

Statement of Financial Activities (including income and expenditure account)

Year ended 31 March 2025

2025 2024
Unrestricted Restricted
funds funds Total funds Total funds
Note £ £ £ £
Income and endowments
Donations and legacies 5 183,180 41,997 225,177 164,619
Total income 183,180 41,997 225,177 164,619
Expenditure
Expenditure on charitable activities 6,7 183,374 41,997 225,371 185,750
Total expenditure 183,374 41,997 225,371 185,750
Net expenditure and net movement in Net expenditure and net movement in
funds (194) (194) (21,131)
Reconciliation of funds
Total funds brought forward 150,492 150,492 171,623
Total funds carried forward 150,298 150,298 150,492

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 7 to 14 form part of these financial statements.

5

Beis Hamedrash Ohr Chodosh Limited

Company Limited by Guarantee

Statement of Financial Position

31 March 2025

2025 2024
Note £ £
Fixed assets
Tangible fixed assets 14 17,056 18,928
Current assets
Debtors 15 53,322 52,233
Cash at bank and in hand 82,569 82,006
��������� ���������
135,891 134,239
Creditors: amounts falling due within one year 16 2,649 2,676
��������� ���������
Net current assets 133,242 131,563
��������� ���������
Total assets less current liabilities 150,298 150,491
��������� ���������
Net assets 150,298 150,491
��������� ���������
Funds of the charity
Unrestricted funds 150,298 150,492
��������� ���������
Total charity funds 17 150,298
���������
150,492
���������

For the year ending 31 March 2025 the charity was entitled to exemption from audit under section 477 of the Companies Act 2006 relating to small companies.

Directors' responsibilities:

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

These financial statements were approved by the board of trustees and authorised for issue on 13 January 2026, and are signed on behalf of the board by:

Mr A Davis Trustee

The notes on pages 7 to 14 form part of these financial statements.

6

Beis Hamedrash Ohr Chodosh Limited

Company Limited by Guarantee

Notes to the Financial Statements

Year ended 31 March 2025

1. General information

The charity is a public benefit entity and a private company limited by guarantee, registered in England and Wales and a registered charity in England and Wales. The address of the registered office is 111 Rico House, George Street, Prestwich, M25 9WS.

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 Companies Act 2006.

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

There are no material uncertainties about the charity's ability to continue.

Disclosure exemptions

Exemption has been taken from preparing a cash flow statement on the grounds that the charitable company qualifies as a small charitable company.

Judgements and key sources of estimation uncertainty

The preparation of the financial statements requires management to make judgements, estimates and assumptions that affect the amounts reported. These estimates and judgements are continually reviewed and are based on experience and other factors, including expectations of future events that are believed to be reasonable under the circumstances.

Fund accounting

Unrestricted funds are available for use at the discretion of the trustees to further any of the charity's purposes.

Designated funds are unrestricted funds earmarked by the trustees for particular future project or commitment.

Restricted funds are subjected to restrictions on their expenditure declared by the donor or through the terms of an appeal, and fall into one of two sub-classes: restricted income funds or endowment funds.

7

Beis Hamedrash Ohr Chodosh Limited

Company Limited by Guarantee

Notes to the Financial Statements (continued)

Year ended 31 March 2025

3. Accounting policies (continued)

Incoming resources

All incoming resources are 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:

Resources expended

Expenditure is recognised on an accruals basis as a liability is incurred. Expenditure includes any VAT which cannot be fully recovered, and is classified under headings of the statement of financial activities to which it relates:

All costs are allocated to expenditure categories reflecting the use of the resource. Direct costs attributable to a single activity are allocated directly to that activity. Shared costs are apportioned between the activities they contribute to on a reasonable, justifiable and consistent basis.

Tangible assets

Tangible assets are initially recorded at cost, and subsequently stated at cost less any accumulated depreciation and impairment losses. Any tangible assets carried at revalued amounts are recorded at the fair value at the date of revaluation less any subsequent accumulated depreciation and subsequent accumulated impairment losses.

8

Beis Hamedrash Ohr Chodosh Limited

Company Limited by Guarantee

Notes to the Financial Statements (continued)

Year ended 31 March 2025

3. Accounting policies (continued)

Tangible assets (continued)

An increase in the carrying amount of an asset as a result of a revaluation, is recognised in other recognised gains and losses, unless it reverses a charge for impairment that has previously been recognised as expenditure within the statement of financial activities. A decrease in the carrying amount of an asset as a result of revaluation, is recognised in other recognised gains and losses, except to which it offsets any previous revaluation gain, in which case the loss is shown within other recognised gains and losses on the statement of financial activities.

Depreciation

Depreciation is calculated so as to write off the cost or valuation of an asset, less its residual value, over the useful economic life of that asset as follows:

Short leasehold property - 20% reducing balance Plant and machinery - 50% reducing balance Equipment - 25% reducing balance

Impairment of fixed assets

A review for indicators of impairment is carried out at each reporting date, with the recoverable amount being estimated where such indicators exist. Where the carrying value exceeds the recoverable amount, the asset is impaired accordingly. Prior impairments are also reviewed for possible reversal at each reporting date.

For the purposes of impairment testing, when it is not possible to estimate the recoverable amount of an individual asset, an estimate is made of the recoverable amount of the cashgenerating unit to which the asset belongs. The cash-generating unit is the smallest identifiable group of assets that includes the asset and generates cash inflows that largely independent of the cash inflows from other assets or groups of assets.

For impairment testing of goodwill, the goodwill acquired in a business combination is, from the acquisition date, allocated to each of the cash-generating units that are expected to benefit from the synergies of the combination, irrespective of whether other assets or liabilities of the charity are assigned to those units.

Financial instruments

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

Basic financial instruments are initially recognised at the amount receivable or payable including any related transaction costs.

Current assets and current liabilities are subsequently measured at the cash or other consideration expected to be paid or received and not discounted.

Debt instruments are subsequently measured at amortised cost.

9

Beis Hamedrash Ohr Chodosh Limited

Company Limited by Guarantee

Notes to the Financial Statements (continued)

Year ended 31 March 2025

3. Accounting policies (continued)

Financial instruments (continued)

Where investments in shares are publicly traded or their fair value can otherwise be measured reliably, the investment is subsequently measured at fair value with changes in fair value recognised in income and expenditure. All other such investments are subsequently measured at cost less impairment.

Other financial instruments, including derivatives, are initially recognised at fair value, unless payment for an asset is deferred beyond normal business terms or financed at a rate of interest that is not a market rate, in which case the asset is measured at the present value of the future payments discounted at a market rate of interest for a similar debt instrument.

Other financial instruments are subsequently measured at fair value, with any changes recognised in the statement of financial activities, with the exception of hedging instruments in a designated hedging relationship.

Financial assets that are measured at cost or amortised cost are reviewed for objective evidence of impairment at the end of each reporting date. If there is objective evidence of impairment, an impairment loss is recognised under the appropriate heading in the statement of financial activities in which the initial gain was recognised.

For all equity instruments regardless of significance, and other financial assets that are individually significant, these are assessed individually for impairment. Other financial assets are either assessed individually or grouped on the basis of similar credit risk characteristics.

Any reversals of impairment are recognised immediately, to the extent that the reversal does not result in a carrying amount of the financial asset that exceeds what the carrying amount would have been had the impairment not previously been recognised.

4. Limited by guarantee

Every member of the Charity undertakes to contribute such amount as may be required (not exceeding £10) to the Charity's assets if it should be wound up whilst he or she is a member or within one year after he or she ceases to be a member, for payment of the Charity's debts and liabilities contracted before he or she ceases to be a member, and of the costs, charges and expenses of winding up, and for the adjustment of the rights of the contributories among themselves.

5. Donations and legacies

Unrestricted Restricted Total Funds
Funds Funds 2025
£ £ £
Donations
Donations 183,180 41,997 225,177
��������� �������� ���������

10

Beis Hamedrash Ohr Chodosh Limited

Company Limited by Guarantee

Notes to the Financial Statements (continued)

Year ended 31 March 2025

5. Donations and legacies (continued)

Unrestricted Restricted Total Funds
Funds Funds 2024
£ £ £
Donations
Donations 146,459 18,160 164,619
6. Expenditure on charitable activities by fund type
Unrestricted Restricted Total Funds
Funds Funds 2025
£ £ £
Shul Activities 181,236 41,997 223,233
Support costs 2,138 2,138
183,374 41,997 225,371
Unrestricted Restricted Total Funds
Funds Funds 2024
£ £ £
Shul Activities 161,270 18,160 179,430
Support costs 6,320 6,320
167,590 18,160 185,750

7. Expenditure on charitable activities by activity type

Activities
undertaken Grant funding Total funds Total fund
directly of activities Support costs 2025 2024
£ £ £ £ £
Shul Activities 176,928 46,305 2,138 225,371 185,750
8. Analysis of support costs
Analysis of
support costs
activity 1 Total 2025 Total 2025 Total 2024
£ £ £
Governance costs 2,073 2,073 6,320

11

Beis Hamedrash Ohr Chodosh Limited

Company Limited by Guarantee

Notes to the Financial Statements (continued)

Year ended 31 March 2025

9. Analysis of grants

2025 2024
£ £
Grants to individuals
Grants to individuals 46,305 11,936
�������� ��������
Total grants 46,305 11,936
�������� ��������
10. Net expenditure
Net expenditure is stated after charging/(crediting):
2025 2024
£ £
Depreciation of tangible fixed assets 1,872 2,340
������� �������
11. Independent examination fees
2025 2024
£ £
Fees payable to the independent examiner for:
Independent examination of the financial statements 930 912
���� ����
12. Staff costs
The total staff costs and employee benefits for the reporting period are analysed as follows:
2025 2024
£ £
Wages and salaries 33,155 29,526
�������� ��������
The average head count of employees during the year was 2 (2024: 2). The average number of
full-time equivalent employees during the year is analysed as follows:
2025 2024
No. No.
Number of staff 2 2
���� ����

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

13. Trustee remuneration and expenses

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

12

Beis Hamedrash Ohr Chodosh Limited

Company Limited by Guarantee

Notes to the Financial Statements (continued)

Year ended 31 March 2025

14. Tangible fixed assets

Short
leasehold Plant and
property machinery Equipment Total
£ £ £ £
Cost
At 1 April 2024 and 31 March 2025 164,463 33,462 34,090 232,015
Depreciation
At 1 April 2024 155,103 32,734 25,250 213,087
Charge for the year 1,872 1,872
At 31 March 2025 156,975 32,734 25,250 214,959
Carrying amount
At 31 March 2025 7,488 728 8,840 17,056
At 31 March 2024 9,360 728 8,840 18,928
15. Debtors
2025 2024
£ £
Trade debtors 48,322 47,233
Other debtors 5,000 5,000
53,322 52,233
16. Creditors: amounts falling due within one year amounts falling due within one year
2025 2024
£ £
Trade creditors 192 193
Accruals and deferred income 1,727 1,752
Social security and other taxes 730 731
2,649 2,676

13

Beis Hamedrash Ohr Chodosh Limited

Company Limited by Guarantee

Notes to the Financial Statements (continued)

Year ended 31 March 2025

17. Analysis of charitable funds

Unrestricted funds

Unrestricted funds
At
At 31 March 202
1 April 2024 Income Expenditure 5
£ £ £ £
General funds 150,492 183,180 (183,374) 150,298
At
At 31 March 202
1 April 2023 Income Expenditure 4
£ £ £ £
General funds 171,623 146,459 (167,590) 150,492
Restricted funds
At
At 31 March 202
1 April 2024 Income Expenditure 5
£ £ £ £
Restricted Fund 2 - desc in a/cs 41,997 (41,997)
At
At 31 March 202
1 April 2023 Income Expenditure 4
£ £ £ £
Restricted Fund 2 - desc in a/cs 18,160 (18,160)
18. Analysis of net assets between funds
Unrestricted Total Funds
Funds 2025
£ £
Tangible fixed assets 17,056 17,056
Current assets 135,891 135,891
Creditors less than 1 year (2,650) (2,650)
Net assets 150,297 150,297
Unrestricted Total Funds
Funds 2024
£ £
Tangible fixed assets 18,928 18,928
Current assets 134,238 134,238
Creditors less than 1 year (2,675) (2,675)
Net assets 150,491 150,491

14