OpenCharities

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

2024-04-05-accounts

CHARITY REGISTRATION NUMBER: 1110211

Beis Mordechai

Unaudited Financial Statements 5 April 2024

HAFFNER HOFF LTD

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

Beis Mordechai

Financial Statements

Year ended 5 April 2024

Page
Trustees' annual report 1
Independent examiner's report to the trustees 5
Statement of financial activities 6
Statement of financial position 7
Notes to the financial statements 8

Beis Mordechai

Trustees' Annual Report

Year ended 5 April 2024

The trustees present their report and the unaudited financial statements of the charity for the year ended 5 April 2024.

Reference and administrative details

Registered charity name Beis Mordechai Charity registration number 1110211 Principal office 55 Kings Road Prestwich Manchester M25 0LQ The trustees E Roitenbarg P Heimann I D Leitner Independent examiner Mr Howard Schwalbe ACA 2nd Floor - Parkgates Bury New Road Prestwich Manchester M25 0TL

- 1 -

Beis Mordechai

Trustees' Annual Report (continued)

Year ended 5 April 2024

Structure, governance and management

Beis Mordechai is constituted under a deed dated 14 March 2004 as amended on 02 June 2005. It is a registered charity number 1110211.

Recruitment and appointment of new trustees would be in line with the Trust Deed and with the consent of the trustees. The criteria set for the suitable candidate would be someone who is sensitive to the needs and demands of the organisation.

There is no chief executive officer. The day to day affairs are undertaken by Mr E Roitenbarg on behalf of the trustees. All major decisions are taken collectively by the trustees and all the trustees give of their time freely. The trustees are unpaid and details of any related party transactions are disclosed as applicable in the notes to the accounts. The arrangements for setting the pay of the charity’s employees are the sole domain of the trustees.

There are no policies for the induction or training of new trustees.

Risk review

The Trustees have assessed the major risks to which the charity is exposed, in particular those related to the operations and finances of the Trust, and are satisfied that systems are in place to manage our exposure to the major risks.

The risks faced by the trust are principally operational risks from ineffective grant making as well as ensuring the direct charitable activity is managed and maintained to the highest possible standard.

These risks are managed by the trustees researching potential beneficiaries before granting donations as well as overseeing the direct charitable activity in a way that ensures best use of resources.

Report back and review procedures strengthen these safeguards to ensure public benefit is achieved from all grants.

- 2 -

Beis Mordechai

Trustees' Annual Report (continued)

Year ended 5 April 2024

Objectives and activities

The objects of the charity are to advance education and religion in accordance with the doctrines and principles of Orthodox Judaism.

Public benefit

The trustees confirm that they have referred to the guidance contained in the Charity Commission's general guidance on public benefit and in particular to its supplementary public benefit guidance on advancing education when reviewing the charity's aims and objectives and in planning future activities and setting grant making policy for the year.

Grant making policy

The charity is funded by donations and rental income. The charity gives out grants in line with the above objects.

Grants paid to institutions during the year are as detailed in the notes to the accounts.

The charity also operates a synagogue and the running expenses are all borne by the charity. The charity sometimes makes grant payments to institutions and the details can be found in the notes to the accounts.

The trustees consider they have met the public benefit test and outline these achievements below.

The trustees measure the success of achieving the stated aims by the number and value of grants paid out for each object as well as how the Synagogue is maintained. The grants paid out in the year as well as the Synagogue maintenance are detailed in the notes to the accounts and the trustees consider they have met the above aims successfully this year.

The trustees consider the shorter term aims to be similar to the longer term aims and assess the achievement of the charity in the same way.

Achievements and performance

The charity received £396,319 (2023: £197,978) in donations during the year.

The trustees would like to record their appreciation for all the financial support received from benefactors during the course of the year.

The charity had rental income receivable during the year amounting to £29,500 (2023: £20,140) as well as bank interest receivable of £598 (2023: 17).

During the year £258,268 (2023: £239,448) was paid out in synagogue expenses and support costs.

The charity has governance costs comprising professional fees.

Fundraising costs incurred during the year were £28,327 (2023: 3,322).

There were no investments made during the year.

There was an overall net income and net movement in funds for the year amounting to £139,822 (2023: expenditure of £24,635).

- 3 -

Beis Mordechai

Trustees' Annual Report (continued)

Year ended 5 April 2024

Financial review

The trustees feel that the activity reflects the increasing profile and standing within the local community. The impact for future year's expenditure is self evident and the trustees would like to record their appreciation for all the financial support received from benefactors during the course of the year.

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 given the nature of revenue receipts against grants payable.

In considering the limited financial obligations of the charity, the trustees have resolved to maintain a minimum reserve practical for donations which are seasonal.

The trustees are delighted to have made many valuable contributions to the community as a result of this income and hope to be able to do so for many years to come.

The free reserves, represented by the net current assets of the charity, stand at £92,112 (2023: £36,593) all of which are unrestricted.

The trustees' annual report was approved on 21 January 2025 and signed on behalf of the board of trustees by:

E Roitenbarg Trustee

- 4 -

Beis Mordechai

Independent Examiner's Report to the Trustees of Beis Mordechai

Year ended 5 April 2024

I report to the trustees on my examination of the financial statements of Beis Mordechai ('the charity') for the year ended 5 April 2024.

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

Since the charity’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 the Institute of Chartered Accountants in England and Wales (ICAEW), which is one of the listed bodies.

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.

Mr Howard Schwalbe ACA Independent Examiner 2nd Floor - Parkgates Bury New Road Prestwich Manchester M25 0TL

21 January 2025

- 5 -

Beis Mordechai

Statement of Financial Activities

Year ended 5 April 2024

2024 2023
Unrestricted
fundsTotal funds Total funds
Note £ £ £
Income and endowments
Donations and legacies 4 396,319 396,319 197,978
Investment income 5 598 598 17
Other income 6 29,500 29,500 20,140
-------------------------------- -------------------------------- --------------------------------
Total income 426,417 426,417 218,135
================================ ================================ ================================
Expenditure
Expenditure on raising funds:
Costs of raising donations and legacies 7 28,327 28,327 3,322
Expenditure on charitable activities 8,9 258,268 258,268 239,448
-------------------------------- -------------------------------- --------------------------------
Total expenditure 286,595 286,595 242,770
================================ ================================ ================================
-------------------------------- -------------------------------- --------------------------------
Net income/(expenditure) and net movement in funds 139,822 139,822 (24,635)
================================ ================================ ================================
Reconciliation of funds
Total funds brought forward 692,394 692,394 717,029
-------------------------------- -------------------------------- --------------------------------
Total funds carried forward 832,216 832,216 692,394
================================ ================================ ================================

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 8 to 15 form part of these financial statements.

- 6 -

Beis Mordechai

Statement of Financial Position

5 April 2024

2024 2023
Note £ £ £
Fixed assets
Tangible fixed assets 16 836,353 853,160
Current assets
Cash at bank and in hand 97,511 43,726
Creditors: amounts falling due within one year 17 5,399 7,133
---------------------------- ----------------------------
Net current assets 92,112 36,593
-------------------------------- --------------------------------
Total assets less current liabilities 928,465 889,753
Creditors: amounts falling due after more than
one year 18 96,249 197,359
-------------------------------- --------------------------------
Net assets 832,216 692,394
================================ ================================
Funds of the charity
Unrestricted funds 832,216 692,394
-------------------------------- --------------------------------
Total charity funds 19 832,216 692,394
================================ ================================

These financial statements were approved by the board of trustees and authorised for issue on 21 January 2025, and are signed on behalf of the board by:

E Roitenbarg Trustee

The notes on pages 8 to 15 form part of these financial statements.

- 7 -

Beis Mordechai

Notes to the Financial Statements

Year ended 5 April 2024

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 55 Kings Road, Prestwich, Manchester, M25 0LQ.

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.

Going concern

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

Fair value

Debtors and creditors are fairly stated.

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.

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.

- 8 -

Beis Mordechai

Notes to the Financial Statements (continued)

Year ended 5 April 2024

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.

- 9 -

Beis Mordechai

Notes to the Financial Statements (continued)

Year ended 5 April 2024

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:

Freehold property - 2% straight line
Fixtures & fittings - 15% straight line
Motor Vehicles - 25% straight line

The Torah scroll has not been depreciated as it has a useful life of more than 50 years.

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 cash-generating 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.

- 10 -

Beis Mordechai

Notes to the Financial Statements (continued)

Year ended 5 April 2024

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. Donations and legacies

Unrestricted Total Funds Unrestricted Total Funds
Funds 2024 Funds 2023
£ £ £ £
Donations
Donations 396,319 396,319 197,978 197,978
================================ ================================ ================================ ================================
5. Investment income
Unrestricted Total Funds Unrestricted Total Funds
Funds 2024 Funds 2023
£ £ £ £
Bank interest receivable 598 598 17 17
============== ============== ============== ==============
6. Other income
Unrestricted Total Funds Unrestricted Total Funds
Funds 2024 Funds 2023
£ £ £ £
Rent receivable 29,500 29,500 20,140 20,140
============================ ============================ ============================ ============================

- 11 -

Beis Mordechai

Notes to the Financial Statements (continued)

Year ended 5 April 2024

7. Costs of raising donations and legacies

Unrestricted Total Funds Unrestricted Total Funds
Funds 2024 Funds 2023
£ £ £ £
Costs of raising donations and
legacies - Donations 28,327 28,327 3,322 3,322
============================ ============================ ======================= =======================
Expenditure on charitable activities by fund type
Unrestricted Total Funds Unrestricted Total Funds
Funds 2024 Funds 2023
£ £ £ £
Synagogue expenses 225,040 225,040 207,568 207,568
Support costs 33,228 33,228 31,880 31,880
-------------------------------- -------------------------------- -------------------------------- --------------------------------
258,268 258,268 239,448 239,448
================================ ================================ ================================ ================================

8. Expenditure on charitable activities by fund type

9. Expenditure on charitable activities by activity type

Activities
undertaken
Grant funding
Support Total funds Total fund
directly
of activities
costs 2024 2023
£ £ £ £ £
Synagogue expenses 172,040
53,000
31,548 256,588 237,768
Governance costs
1,680 1,680 1,680
-------------------------------- ---------------------------- ---------------------------- -------------------------------- --------------------------------
172,040
53,000
33,228 258,268 239,448
================================ ============================ ============================ ================================ ================================

10. Analysis of support costs

Analysis of
support costs Total 2024 Total 2023
£ £ £
Premises 16,806 16,806 16,806
General office 3,195 3,195 2,506
Finance costs 11,547 11,547 10,888
Governance costs 1,680 1,680 1,680
---------------------------- ---------------------------- ----------------------------
33,228 33,228 31,880
============================ ============================ ============================

- 12 -

Beis Mordechai

Notes to the Financial Statements (continued)

Year ended 5 April 2024

11. Analysis of grants

2024 2023
£ £
Grants to institutions
Ahavas Chesed Trust 10,000
Bderech kovod 16,000 8,500
Bikur Cholim & Gemiluth Chesed Trust 12,500 9,000
Filey Foundation 7,000
T T T 14,500 10,000
---------------------------- ----------------------------
53,000 34,500
---------------------------- ----------------------------
Total grants 53,000 34,500
============================ ============================
12. Net income/(expenditure)
Net income/(expenditure) is stated after charging/(crediting):
2024 2023
£ £
Depreciation of tangible fixed assets 16,807 16,806
============================ ============================
13. Independent examination fees
2024 2023
£ £
Fees payable to the independent examiner for:
Independent examination of the financial statements 1,680 1,680
======================= =======================

14. Staff costs

The total staff costs and employee benefits for the reporting period are analysed as The total staff costs and employee benefits for the reporting period are analysed as follows:
2024 2023
£ £
Wages and salaries 122,243 111,640
================================ ================================

The average head count of employees during the year was 19 (2023: 19). The average number of full-time equivalent employees during the year is analysed as follows:

2024 2023
No. No.
Other staff 19 19
============== ==============

No employee received employee benefits of more than £60,000 during the year (2023: Nil).

15. Trustee remuneration and expenses

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

- 13 -

Beis Mordechai

Notes to the Financial Statements (continued)

Year ended 5 April 2024

16. Tangible fixed assets

Land and Fixtures and Motor Sefer
buildings fittings vehicles Torah Total
£ £ £ £ £
Cost
At 6 April 2023 and
5 April 2024 840,317 85,200 5,315 29,649 960,481
================================ ============================ ======================= ============================ ================================
Depreciation
At 6 April 2023 16,806 85,200 5,315 107,321
Charge for the year 16,807 16,807
-------------------------------- ---------------------------- ----------------------- ---------------------------- --------------------------------
At 5 April 2024 33,613 85,200 5,315 124,128
================================ ============================ ======================= ============================ ================================
Carrying amount
At 5 April 2024 806,704 29,649 836,353
================================ ============================ ======================= ============================ ================================
At 5 April 2023 823,511 29,649 853,160
================================ ============================ ======================= ============================ ================================

Land and building represents the Synagogue land and building

The Torah scroll has not been depreciated as it has a useful life of more than 50 years.

17. Creditors: amounts falling due within one year

2024 2023
£ £
Bank loans and overdrafts 3,300 5,453
Accruals and deferred income 1,680 1,680
Other creditors 419
----------------------- -----------------------
5,399 7,133
======================= =======================

The bank loan is secured on the land and buildings of the charity.

18. Creditors: amounts falling due after more than one year

2024 2023
£ £
Bank loans and overdrafts 96,249 197,359
============================ ================================

The bank loan is secured on the land and buildings of the charity.

- 14 -

Beis Mordechai

Notes to the Financial Statements (continued)

Year ended 5 April 2024

19. Analysis of charitable funds

Unrestricted funds

Unrestricted funds
At At
6 April 2023 Income Expenditure 5 April 2024
£ £ £ £
General funds 692,394 426,417 (286,595)
832,216
================================ ================================ ================================ ================================
At At
6 April 2022 Income Expenditure 5 April 2023
£ £ £ £
General funds 717,029 218,135 (242,770)
692,394
================================ ================================ ================================ ================================
Analysis of net assets between funds
Unrestricted Total Funds
Funds 2024
£ £
Tangible fixed assets 836,353 836,353
Current assets 97,511 97,511
Creditors less than 1 year (5,399)
(5,399)
Creditors greater than 1 year (96,249)
(96,249)
-------------------------------- --------------------------------
Net assets 832,216 832,216
================================ ================================
Unrestricted Total Funds
Funds 2023
£ £
Tangible fixed assets 853,160 853,160
Current assets 43,726 43,726
Creditors less than 1 year (7,133)
(7,133)
Creditors greater than 1 year (197,359)
(197,359)
-------------------------------- --------------------------------
Net assets 692,394 692,394
================================ ================================

20. Analysis of net assets between funds

21. Related parties

Donations of £6,725 were received from related parties.

22. Taxation

Beis Mordechai is a registered charity and therefore is not liable to income tax or corporation tax on income derived from its charitable activities, as it falls within the various exemptions available to registered charities.

- 15 -