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2023-03-31-accounts

DocuSign Envelope ID: AFFA9933-C4D2-46AA-979D-DEF92060BFF6

COMPANY REGISTRATION NUMBER: 01697542 CHARITY REGISTRATION NUMBER: 1113500

GIVEDONATION LIMITED

Company Limited by Guarantee

UNAUDITED FINANCIAL STATEMENTS

FOR THE YEAR ENDED 31 MARCH 2023

COHEN ARNOLD Chartered accountants New Burlington House 1075 Finchley Road LONDON NW11 0PU

DocuSign Envelope ID: AFFA9933-C4D2-46AA-979D-DEF92060BFF6

GIVEDONATION LIMITED

COMPANY LIMITED BY GUARANTEE

FINANCIAL STATEMENTS

YEAR ENDED 31 MARCH 2023

Pages
Trustees' annual report (incorporating the director's report) 1 to 3
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 to 12

DocuSign Envelope ID: AFFA9933-C4D2-46AA-979D-DEF92060BFF6

GIVEDONATION LIMITED

COMPANY LIMITED BY GUARANTEE

TRUSTEES' ANNUAL REPORT (INCORPORATING THE DIRECTOR'S REPORT)

YEAR ENDED 31 MARCH 2023

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 2023.

REFERENCE AND ADMINISTRATIVE DETAILS

Registered charity name Givedonation Limited Charity registration number 1113500 Company registration number 01697542 Principal office and registered 114 Kyverdale Road office London N16 6PR The trustees Mr D Brander Mr J Brander Company secretary Mrs J Brander Independent examiner Asher Sternlicht FCA Cohen Arnold New Burlington House 1075 Finchley Road LONDON NW11 0PU

STRUCTURE, GOVERNANCE AND MANAGEMENT

The Charity is constituted as a Company Limited by Guarantee, and is therefore governed by its Memorandum and Articles of Association.

The Trustees administer the day-to-day affairs of the Charity. All Trustees give their time voluntarily and no benefit or expense was paid to them in the year.

It is not currently the intention of the Trustees of the Charity to appoint new Trustees. Should the situation change in the future, the Trustees will provide suitable recruitment training and induction procedures.

GROUP STRUCTURE AND RELATIONSHIPS

The Charity has wholly owned non-charitable subsidiary, Regalridge Limited. One of the Trustees, Mr J S Brander is also a Director in the Subsidiary Company.

RISK MANAGEMENT

The Trustees have identified and reviewed the major risks to which the Charity is exposed, in particular those relating to the operations and finances of the Charity, and are satisfied that the systems are in place to manage those risks.

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DocuSign Envelope ID: AFFA9933-C4D2-46AA-979D-DEF92060BFF6

GIVEDONATION LIMITED

COMPANY LIMITED BY GUARANTEE

TRUSTEES' ANNUAL REPORT (INCORPORATING THE DIRECTOR'S REPORT) (continued)

YEAR ENDED 31 MARCH 2023

OBJECTIVES AND ACTIVITIES

The Charity is established to promote any charitable purposes for the benefit of the members of the Orthodox Jewish community and in particular the advancement of education and the relief of poverty, sickness, hardship and distress.

The Charity raises funds primarily from its trading subsidiary and through investing surplus funds.

The aim is to distribute these profits to organisations that fall within the objectives of the Charity.

The Trustees confirm their compliance with the duty to have due regard to the public benefit guidance published by the Charity Commission when reviewing the Charity's aims and objectives and in planning future activities.

ACHIEVEMENTS AND PERFORMANCE

The Charity made grants totalling £84,200 (2022: £53,500) to other Charities. The benefits that these Charities provide include:

Financial support to the poor Relief of sickness and disabilities Jewish education and places of worship for the Jewish community

FINANCIAL REVIEW

The financial position of the Charity and its subsidiary is satisfactory.

The Charity's Financial Statements show a net surplus of £250,461 (2022: net deficit of £126,600) and total reserves of £1,200,092 (2022: £949,531). Voluntary income during the year amounted to £52,100 and income from investments aggregated £3,152. Total resources expended were £85,819.

The financial results of the Charity's activities for the year to 31 March 2023 are fully reflected in the attached Financial Statements together with the Notes thereon.

Reserves Policy

It is the policy of the Charity to maintain unrestricted funds at a level which the Trustees consider appropriate after taking account of its future commitments.

PLANS FOR FUTURE PERIODS

The Charity plans to continue the activities outlined above in the forthcoming years subject to satisfactory incoming resources.

SMALL COMPANY PROVISIONS

This report has been prepared in accordance with the provisions applicable to companies entitled to the small companies exemption.

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DocuSign Envelope ID: AFFA9933-C4D2-46AA-979D-DEF92060BFF6

GIVEDONATION LIMITED

COMPANY LIMITED BY GUARANTEE

TRUSTEES' ANNUAL REPORT (INCORPORATING THE DIRECTOR'S REPORT) (continued)

YEAR ENDED 31 MARCH 2023

The trustees' annual report was approved on 20 June 2024 and signed on behalf of the board of trustees by:

Mr J Brander Trustee

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DocuSign Envelope ID: AFFA9933-C4D2-46AA-979D-DEF92060BFF6

GIVEDONATION LIMITED

COMPANY LIMITED BY GUARANTEE

INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF GIVEDONATION LIMITED

YEAR ENDED 31 MARCH 2023

I report to the trustees on my examination of the financial statements of Givedonation Limited ('the charity') for the year ended 31 March 2023.

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.

Asher Sternlicht FCA Cohen Arnold Independent Examiner

New Burlington House 1075 Finchley Road LONDON NW11 0PU

20 June 2024

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DocuSign Envelope ID: AFFA9933-C4D2-46AA-979D-DEF92060BFF6

GIVEDONATION LIMITED

COMPANY LIMITED BY GUARANTEE

STATEMENT OF FINANCIAL ACTIVITIES (INCLUDING INCOME AND EXPENDITURE ACCOUNT)

YEAR ENDED 31 MARCH 2023

2023 2023 2022
Unrestricted
funds Total funds Total funds
Note £ £ £
Income and endowments
Donations and legacies 5 52,100 52,100 29,100
Investment income 6 3,152 3,152 3,377
------------------------------- ------------------------------- -------------------------------
Total income 55,252 55,252 32,477
=============================== =============================== ===============================
Expenditure
Expenditure on raising funds:
Investment management costs 7 (3,738)
Expenditure on charitable activities 8 (85,819) (85,819) (55,339)
------------------------------- ------------------------------- -------------------------------
Total expenditure (85,819) (85,819) (59,077)
=============================== =============================== ===============================
Net gains/(losses) on investments 10 281,028 281,028 (100,000)
------------------------------------- ------------------------------------- -------------------------------------
Net income/(expenditure) and net movement in funds 250,461 250,461 (126,600)
===================================== ===================================== =====================================
Reconciliation of funds
Total funds brought forward 949,631 949,631 1,076,231
----------------------------------------------- ----------------------------------------------- -----------------------------------------------
Total funds carried forward 1,200,092 1,200,092 949,631
=============================================== =============================================== ===============================================

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 12 form part of these financial statements.

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DocuSign Envelope ID: AFFA9933-C4D2-46AA-979D-DEF92060BFF6

GIVEDONATION LIMITED COMPANY LIMITED BY GUARANTEE

STATEMENT OF FINANCIAL POSITION

31 MARCH 2023
2023 2022
Note
£
£ £ £
FIXED ASSETS
Investments 14 1,282,000 1,048,500
CURRENT ASSETS
Cash at bank and in hand 718 1,257
CREDITORS: amounts falling due
within one year 15
(82,626)
(100,126)
------------------------------- -------------------------------------
NET CURRENT LIABILITIES (81,908) (98,869)
----------------------------------------------- -----------------------------------------------
TOTAL ASSETS LESS CURRENT
LIABILITIES 1,200,092 949,631
=============================================== =====================================
FUNDS OF THE CHARITY
Unrestricted funds 1,200,092 949,631
----------------------------------------------- -------------------------------------
Total charity funds 16 1,200,092 949,631
=============================================== =====================================

For the year ending 31 March 2023 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 20 June 2024, and are signed on behalf of the board by:

Mr J Brander Trustee

The notes on pages 7 to 12 form part of these financial statements.

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DocuSign Envelope ID: AFFA9933-C4D2-46AA-979D-DEF92060BFF6

GIVEDONATION LIMITED

COMPANY LIMITED BY GUARANTEE

NOTES TO THE FINANCIAL STATEMENTS

YEAR ENDED 31 MARCH 2023

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 114 Kyverdale Road, London, N16 6PR.

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.

Consolidation

The charity is not required to prepare consolidated accounts in accordance with the Charities Act 2011, and has taken advantage of the option not to prepare consolidated financial statements contained in Section 398 of the Companies Act 2006 on the basis that the charity and its subsidiary undertakings comprise a small group.

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.

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DocuSign Envelope ID: AFFA9933-C4D2-46AA-979D-DEF92060BFF6

GIVEDONATION LIMITED

COMPANY LIMITED BY GUARANTEE

NOTES TO THE FINANCIAL STATEMENTS (continued)

YEAR ENDED 31 MARCH 2023

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.

Income from donations or grants is recognised when there is evidence of entitlement to the gift, receipt is probable and its amount can be measured reliably.

Resources expended

Expenditure is recognised as soon as there is a present obligation committing the Charity to pay out resources, it is probable that a transfer of economic benefits will be required in settlement and the amount can be measured or estimated reliably.

Support costs

Support costs are those costs which are common to all areas of the organisation. These are allocated across all areas of activity on the basis of the number of service users for each activity.

Governance costs

Governance costs are associated with the governance arrangements of the charity and relate to the general running of the charity. These costs include audit, legal advice for Trustees and costs associated with meeting constitutional and statutory requirements such as the cost of Trustee meetings and the preparation of the statutory accounts.

Investment in subsidiary undertaking

Shareholdings acquired are included at market value; any surplus or deficit on revaluation is shown in the Statement of Financial Activities.

Investment properties

Investment Properties are included in the Balance Sheet at fair value in accordance with Statement of Recommended Practice (SORP). Investment property fair value is determined by the director based on his understanding of property market conditions and the specific property concerned. Unrealised gains and losses are shown in the Statement of Financial Activities.

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.

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DocuSign Envelope ID: AFFA9933-C4D2-46AA-979D-DEF92060BFF6

GIVEDONATION LIMITED

COMPANY LIMITED BY GUARANTEE

NOTES TO THE FINANCIAL STATEMENTS (continued)

YEAR ENDED 31 MARCH 2023

3. ACCOUNTING POLICIES (continued)

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 payable 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.

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.

4. LIMITED BY GUARANTEE

The company is limited by guarantee.

5. DONATIONS AND LEGACIES

Unrestricted Total Funds Unrestricted Total Funds
Funds 2023 Funds 2022
£ £ £ £
DONATIONS
Donations received 52,100 52,100 29,100 29,100
=============================== =============================== =============================== ===============================

No conditions were attached to any donations.

6. INVESTMENT INCOME

INVESTMENT INCOME
Unrestricted Total Funds Unrestricted Total Funds
Funds 2023 Funds 2022
£ £ £ £
Income from investment properties 3,080 3,080 3,377 3,377
Bank interest receivable 72 72
-------------------------- -------------------------- -------------------------- --------------------------
3,152 3,152 3,377 3,377
========================== ========================== ========================== ==========================

7. INVESTMENT MANAGEMENT COSTS

Unrestricted Total Funds Unrestricted Total Funds
Funds 2023 Funds 2022
£ £ £ £
Property outgoings 3,738 3,738
================ ================ ========================== ==========================

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DocuSign Envelope ID: AFFA9933-C4D2-46AA-979D-DEF92060BFF6

GIVEDONATION LIMITED

COMPANY LIMITED BY GUARANTEE

NOTES TO THE FINANCIAL STATEMENTS (continued)

YEAR ENDED 31 MARCH 2023

8. EXPENDITURE ON CHARITABLE ACTIVITIES BY FUND TYPE

Unrestricted Total Funds Unrestricted Total Funds
Funds 2023 Funds 2022
£ £ £ £
Education, Furtherance of Jewish
Religion and Alleviation of Poverty. 84,200 84,200 53,500 53,500
Support costs 1,619 1,619 1,839 1,839
------------------------------- ------------------------------- ------------------------------- -------------------------------
85,819 85,819 55,339 55,339
=============================== =============================== =============================== ===============================

9. ANALYSIS OF GRANTS

2023
£
GRANTS TO INSTITUTIONS
Yeshuos Shabbos 20,000
Friends of Mercaz Hatorah Belz Macnivka 15,000
The Kollel Bnei Yissochor 12,000
Heicholi Deoiraiso 12,000
Collel Chibath Yerushalayim 7,200
Mesifta Talmudical College 7,000
Kollel Divrei Shir 5,000
Other grants less than £5,000 6,000
-------------------------------
Total grants 84,200
===============================

10. NET GAINS/(LOSSES) ON INVESTMENTS

Unrestricted Total Funds Unrestricted Total Funds
Funds 2023 Funds 2022
£ £ £ £
Gains on disposal of investment
properties 31,028 31,028
Gains/(losses) on revaluation of
investments in group undertakings 250,000 250,000 (100,000) (100,000)
------------------------------------- ------------------------------------- ------------------------------------- -------------------------------------
281,028 281,028 (100,000) (100,000)
===================================== ===================================== ===================================== =====================================
INDEPENDENT EXAMINATION FEES
2023 2022
£ £
Fees payable to the independent examiner for:
Independent examination of the financial statements 1,440 1,410
========================== ==========================

11. INDEPENDENT EXAMINATION FEES

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DocuSign Envelope ID: AFFA9933-C4D2-46AA-979D-DEF92060BFF6

GIVEDONATION LIMITED COMPANY LIMITED BY GUARANTEE

NOTES TO THE FINANCIAL STATEMENTS (continued)

YEAR ENDED 31 MARCH 2023

12. STAFF COSTS

There were no employees during the year.

13. TRUSTEE REMUNERATION AND EXPENSES

No Trustees have been paid any remuneration or received any other benefits from the charity.

14. INVESTMENTS

INVESTMENTS
Investment in Investment
subsidiary properties Total
£ £ £
Valuation
At 1 April 2022 900,000 148,500 1,048,500
Additions
Disposals (16,500) (16,500)
Fair value movements 250,000 250,000
----------------------------------------------- ------------------------------------- -----------------------------------------------
At 31 March 2023 1,150,000 132,000 1,282,000
=============================================== ===================================== ===============================================
Impairment
At 1 April 2022 and 31 March 2023
=============================================== ===================================== ===============================================
Carrying amount
At 31 March 2023 1,150,000 132,000 1,282,000
=============================================== ===================================== ===============================================
At 31 March 2022 900,000 148,500 1,048,500
=============================================== ===================================== ===============================================

All investments shown above are held at valuation.

The Company's investment properties were valued by the director, based on his understanding of property market conditions and the specific property concerned. The historical cost of the investment properties is £94,146.

The Company holds the whole of the issued Share Capital of Regalridge Limited which is incorporated in Great Britain and registered in England.

15. CREDITORS: amounts falling due within one year

CREDITORS: amounts falling due within one year
2023 2022
£ £
Other creditors 82,626 100,126
=============================== =====================================

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DocuSign Envelope ID: AFFA9933-C4D2-46AA-979D-DEF92060BFF6

GIVEDONATION LIMITED

COMPANY LIMITED BY GUARANTEE

NOTES TO THE FINANCIAL STATEMENTS (continued)

YEAR ENDED 31 MARCH 2023

16. ANALYSIS OF CHARITABLE FUNDS

Unrestricted funds

Unrestricted funds
At Gains and At 31 March
1 April 2022 Income Expenditure losses 2023
£ £ £ £ £
General funds 949,631 55,252 (85,819) 281,028 1,200,092
===================================== =============================== =============================== ===================================== ===============================================
At Gains and At 31 March
1 April 2021 Income Expenditure losses 2022
£ £ £ £ £
General funds 1,076,231 32,477 (59,077) (100,000)
949,631
=============================================== =============================== =============================== ===================================== =====================================
ANALYSIS OF NET ASSETS BETWEEN FUNDS
Unrestricted Total Funds
Funds 2023
£ £
Tangible fixed assets 132,000 132,000
Investments 1,150,000 1,150,000
Current assets 718 718
Creditors less than 1 year (82,626)
(82,626)
----------------------------------------------- -----------------------------------------------
Net assets 1,200,092 1,200,092
=============================================== ===============================================
Unrestricted Total Funds
Funds 2022
£ £
Tangible fixed assets 148,500 148,500
Investments 900,000 900,000
Current assets 1,257 1,257
Creditors less than 1 year (100,126)
(100,126)
------------------------------------- -------------------------------------
Net assets 949,631 949,631
===================================== =====================================

17. ANALYSIS OF NET ASSETS BETWEEN FUNDS

18. RELATED PARTIES

Donations received represents amounts of £50,000 received from a Trustee of the Charity, and £2,100 received from the subsidiary undertaking, Regalridge Limited.

Included in Other creditors in an interest free loan of £76,076 owed to the subsidiary undertaking, Regalridge Limited.

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