## **KEREN ERETZ YISROEL** **TRUSTEES’ REPORT AND FINANCIAL STATEMENTS** **FOR THE YEAR ENDED 31 MARCH 2024** **Charity Number 1112935** ## **Trustees' Annual Report for the period** **From** > Period start date **To** Period end date **01 April 2023 31 March 2024** Section A ## Reference and administration details **Charity name Registered charity number (if any)** 1112935 KEREN ERETZ YISROEL |**Charity's principal address**|37 The Ridgeway|37 The Ridgeway| |---|---|---| ||London|| ||**Postcode**|**NW11 8QP**| ||**Trustee names**|| |---|---|---| |||**Office**| ||J Emanuel|Trustee| ||A Appel|Trustee(appointed July2023)| |||| |**Section B**||**Structure, governance and management**| ## **Description of the charity’s trusts** Type of governing document Trust deed dated 16 January 2006 How the charity is constituted Charitable Trust Trustee selection methods By existing trustees **Section C Objectives and activities** THE RELIEF OF THE POOR SICK AND FEEBLE IN ISRAEL AND IN PARTICULAR (BUT NOT EXCLUSIVELY) BY PROVIDING FINANCIAL ASSISTANCE FOR THE CHARITABLE ACTIVITIES OF THE **Summary of the objects of the** ORGANISATION **charity set out in its governing document** During the period the trustees raised funds for the charity from individuals and organisations. These funds were donated to a charitable organisation in Israel that the trustees have done due diligence on and are satisfied that it fulfils the objects of the charity. **Summary of the main activities undertaken for the** The trustees have taken due regard to the guidance issued by the **public benefit in relation to** Charity Commission on public benefit. **these objects** ## Section D Achievements and erformance p The trustees are satisfied that their fundraising and grant making activity **Summary of the main** are at a suitable level for the charity. **achievements of the charity during the year** Funds remitted to Israel have been used in grant making activities, in line with the objectives of the charity. There are no current plans to change the activities or modus operandi in the foreseeable future. Due to the passing of previous trustees the charity is actively seeking additional trustees. **Section E Financial review** The Charity does not have any significant overheads and so does not **Brief statement of the** require any fixed level of reserves. The trustees are confident that there **charity’s policy on reserves** is a sufficient donor base for the charity to continue its activity in future years. ## **Section F Declaration** **The trustees declare that they have approved the trustees’ report above.** **Signed on behalf of the charity’s trustees** ## **Signature** **Full name** J Emanuel **Position** Trustee **Date** 28/01/2025 ## **Independent examiner's report on the accounts** **Section A Independent Examiner’s Report** |**Report to the trustees/**|**Report to the trustees/**
KEREN ERETZ YISROEL||| |---|---|---|---| |**members of**|||| ||||| |**On accounts for the year**|**On accounts for the year**
31stMarch 2024|**Charity no**1112935|1112935| |**ended**|||| **Respective** The charity's trustees are responsible for the preparation of the accounts. The **responsibilities of** charity’s trustees consider that an audit is not required for this year under **trustees and examiner** section 144 of the Charities Act 2011 (the Charities Act) and that an independent examination is needed. It is my responsibility to: - examine the accounts under section 145 of the Charities Act, - to follow the procedures laid down in the general Directions given by - the Charity Commission (under section 145(5)(b) of the Charities Act, and - to state whether particular matters have come to my attention. **Basis of independent** My examination was carried out in accordance with general Directions given **examiner’s statement** by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from the trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently no opinion is given as to whether the accounts present a ‘true and fair’ view and the report is limited to those matters set out in the statement below. - **Independent examiner's** In connection with my examination, no material matters have come to my **statement** attention which gives me cause to believe that in, any material respect: ● accounting records were not kept in accordance with section 130 of the Charities Act or ● the accounts do not accord with the accounting records I have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached. **Signed:** _J Neuberger_ **Date:** _31/01/2025_ ~~Po |~~ **Name:** J Neuberger ~~PT~~ **Relevant professional** FCCA BSc **qualification(s) or body (if any): Address:** 13 Elmcroft Avenue London NW11 0RS ~~PT~~ |||**KEREN ERETZ YISROEL**|**KEREN ERETZ YISROEL**|**KEREN ERETZ YISROEL**|**KEREN ERETZ YISROEL**|**KEREN ERETZ YISROEL**|||**1112935**|||| |---|---|---|---|---|---|---|---|---|---|---|---|---| |||**Receipts andpayments accounts**|||||||||**CC16a**|| ||**For the period**
**from**
~~es ~~|||01/04/2023
~~ee ~~|||**To**
~~ee~~||31/03/2024|||| |**Section A Receipts and payments**|**Section A Receipts and payments**|||||||||||| |||**Unrestricted**
**funds**||**Restricted**
**funds**|||**Endowment**
**funds**||**Total funds**||**Last year**|| |||**to the nearest £**||**to the nearest £**|||**to the nearest £**||**to the nearest £**||**to the nearest £**|| |**A1 Receipts**||||||||||||| |Donations||**30,477**||**-**||**-**|**-**||**30,477**||**33,675**|| |||||**-**||**-**|**-**||**-**|||| |||**-**||**-**||**-**|**-**||**-**||**-**|| |||**-**||**-**||**-**|**-**||**-**||**-**|| |||**-**||**-**||**-**|**-**||**-**||**-**|| |||**-**||**-**||**-**|**-**||**-**||**-**|| |||**-**||**-**||**-**|**-**||**-**||**-**|| |||**-**||**-**||**-**|**-**||**-**||**-**|| |**_Sub total_**_(Gross income for_|_(Gross income for_
_AR)_|**30,477**||**-**||**-**|**-**||**30,477**||**33,675**|| |**A2 Asset and investment sales,**
**(see table).**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**_Sub total _ -**
**-**
**-**
**-**
**-**
**_Total receipts_**
**30,477**
**-**
**-**
**30,477**
**33,675**
~~————_——~~||||||||||||| |**A3 Payments**||||||||||||| |||||||||||||| |Generalgrants||**25,000**||**-**||**-**|**-**||**25,000**||**56,000**|| |Bank charges||**139**||**-**||**-**|**-**||**139**||**200**|| |Bookkeepingand other expenses||**342**||**-**||**-**|**-**||**342**||**-**|| ||||||||||**-**|||| |||**-**||**-**||**-**|**-**||**-**||**-**|| |||**-**||**-**||**-**|**-**||**-**||**-**|| |||**-**||**-**||**-**|**-**||**-**||**-**|| |||**-**||**-**||**-**|**-**||**-**||**-**|| |**_Sub total_ **||**25,481**||**-**||**-**|**-**||**25,481**||**56,200**|| |**A4 Asset and investment**
**purchases, (see table)**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**_Sub total_ -**
**-**
**-**
**-**
**-**
**_Total payments_**
**25,481**
**-**
**-**
**25,481**
**56,200**
~~——————~~||||||||||||| |**_Net of receipts/(payments)_**
**4,996**
**-**
**- 4,996**
**- 22,525**
**A5 Transfers between funds**
**-**
**- -**
**-**
**-**
**A6 Cash funds last year end**
**10,041**
**- -**
**32,566**
**32,566**
**_Cash funds this year end_**
**15,037**
**-**
**- Cross Add Error**
**10,041**
~~======~~||||||||||||| ## **Section B Statement of assets and liabilities at the end of the period** |**Categories**
Signed by one or two trustees on
behalf of all the trustees
**B1 Cash funds**
**B2 Other monetary assets**
**B3 Investment assets**
**B4 Assets retained for the**
**charity’s own use**
**B5 Liabilities**|**Details**
**Details**
Signature
**_Total cash funds_**
**Details**
**Details**
Cash in Bank GBP
(agree balances with receipts and payments
account(s))
**Details**|**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**15,037**
**-**
**-**
**-**
**-**
**15,037**
**-**
OK
OK
**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**asset belongs**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**asset belongs**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**liability relates**
**Amount due**
**(optional)**
**-**
**-**
**-**
**-**
**-**
Mr J Emanuel
Print Name|**Endowment**
**funds**
**to nearest £**| |---|---|---|---| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||OK| ||||**Endowment**
**funds**
**to nearest £**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**When due**
**(optional)**| ||||| ||||| ||||| ||||| ||||| ||||| ||||Date of
approval| |||Mr J Emanuel|28/01/2025| |||||