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2024-09-30-accounts

REGISTERED CHARITY NUMBER: 1114930

KEHAL YISROEL D'CHASIDEI GUR

REPORT OF THE TRUSTEES AND

FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 SEPTEMBER 2024

Sugarwhite Meyer Accountants Ltd First Floor 94 Stamford Hill London N16 6XS

KEHAL YISROEL D'CHASIDEI GUR

CONTENTS OF THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 SEPTEMBER 2024

Page
Reference and Administrative Details 1
Report of the Trustees 2 to 3
Independent Examiner's Report 4
Statement of Financial Activities 5
Balance Sheet 6
Cash Flow Statement 7
Notes to the Cash Flow Statement 8
Notes to the Financial Statements 9 to 13

KEHAL YISROEL D'CHASIDEI GUR

REFERENCE AND ADMINISTRATIVE DETAILS FOR THE YEAR ENDED 30 SEPTEMBER 2024

TRUSTEES

TRUSTEES M Pesach J Margulies H Pesach PRINCIPAL ADDRESS 125 Craven Park Road London N15 6BP REGISTERED CHARITY 1114930 NUMBER INDEPENDENT EXAMINER Sugarwhite Meyer Accountants Ltd First Floor 94 Stamford Hill London N16 6XS BANKERS National Westminster Bank Plc 198 Stoke Newington High Street London N16 7GA

Page 1

KEHAL YISROEL D'CHASIDEI GUR

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 30 SEPTEMBER 2024

The trustees present their report with the financial statements of the charity for the year ended 30 September 2024. The trustees have adopted the provisions of Accounting and Reporting by Charities: 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) (effective 1 January 2019).

REFERENCE AND ADMINISTRATIVE INFORMATION

The information is shown on page 1 of the financial statements and forms part of this report.

OBJECTIVES AND ACTIVITIES

Objective, aims and activities

The objects of the charity are - the advancement of Orthodox Jewish Education, the advancement of the Orthodox Jewish Faith and the relief of the poor, sick and feeble amongst members of the Jewish Faith in any part of the world.

The principal activity in achieving the objects is income from the operating of a voucher system, allowing donors control of their giving in an easy, manageable and tax efficient manner. Incoming resources comprise the restricted fund, being income from gift aided donations into individual and company accounts through the voucher system and the unrestricted fund being other voluntary donations to the charity and fee income from donors to the voucher system.

The trustees confirm that they have given due regard the Charity Commission's guidance on public benefit.

Grantmaking policy

On the unrestricted fund are at the the discretion of the trustees, they select institutions to be supported according to their personal knowledge of work of the institution. On the restricted fund grants are made in accordance with the wishes of the donor. Checks are undertaken to ensure the recipient's objectives are both charitable and in line with the objectives of the Charity,

ACHIEVEMENT AND PERFORMANCE

Charitable activities

In the year under review there was an decrease in donations received and grantmaking of about 25% .This left a deficit for the year. During the year grants were distributed in accordance with the objectives of the charity as shown in the attached financial statements. Charitable activities comprise donations to other charities and individuals by both donors and trustees and the operating cost of providing the service.

FINANCIAL REVIEW

Reserves policy

The charity does not have a specific reserve policy on the unrestricted fund, only that the charity can continue to run. Total reserves held were £88,793 (2023 - £86,091) of which £39,619 were restricted (2023 - £31,000) and comprise amounts gifted to Kehal Yisroel D'Chasidei Gur by individual and corporate donors which are held until disbursed for charitable purposes on behalf of the donor.

FUTURE PLANS

The trustees anticipate that the charity will continue on a similar basis in the foreseeable future subject to satisfactory income and there are no plans for any major changes.

STRUCTURE, GOVERNANCE AND MANAGEMENT Structure Governance and Management

The charity was constituted by a Trust Deed dated 22 May 2006.

It is not the intention of the trustees to appoint any new trustees. Should the situation change in the future, the trustees will apply suitable recruitment induction and training procedures.

The day to day running of the charity is delegated to an administrator.

Risk management

The trustees have reviewed the major risks to which the charity is exposed and confirm that they have established systems to mitigate them.

Page 2

KEHAL YISROEL D'CHASIDEI GUR

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 30 SEPTEMBER 2024

STATEMENT OF TRUSTEES' RESPONSIBILITIES

The trustees are responsible for preparing the Report of the Trustees and the financial statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice).

The law applicable to charities in England and Wales, the Charities Act 2011, Charity (Accounts and Reports) Regulations 2008 and the provisions of the trust deed requires the trustees to prepare financial statements for each financial year which give a true and fair view of the state of affairs of the charity and of the incoming resources and application of resources, including the income and expenditure, of the charity for that period. In preparing those financial statements, the trustees are required to

The trustees are responsible for keeping proper accounting records which disclose with reasonable accuracy at any time the financial position of the charity and to enable them to ensure that the financial statements comply with the Charities Act 2011, the Charity (Accounts and Reports) Regulations 2008 and the provisions of the trust deed. They are also responsible for safeguarding the assets of the charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

Approved by order of the board of trustees on 28 July 2025 and signed on its behalf by:

M Pesach - Trustee

Page 3

INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF KEHAL YISROEL D'CHASIDEI GUR

Independent examiner's report to the trustees of Kehal Yisroel D'Chasidei Gur

I report to the charity trustees on my examination of the accounts of Kehal Yisroel D'Chasidei Gur (the Trust) for the year ended 30 September 2024.

Responsibilities and basis of report

As the charity trustees of the Trust you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 ('the Act').

I report in respect of my examination of the Trust's accounts carried out under Section 145 of the Act and in carrying out my examination I have followed all applicable Directions given by the Charity Commission under Section 145(5)(b) of the Act.

Independent examiner's statement

Since your charity's gross income exceeded £250,000 your examiner must be a member of a listed body. I can confirm that I am qualified to undertake the examination because I am a member of the Institute of Chartered Accountants in England and Wales, 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 Trust as required by Section 130 of the Act; or

  2. the accounts do not accord with those records; or

  3. the accounts 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.

E Meyer FCA BSc

Sugarwhite Meyer Accountants Ltd First Floor 94 Stamford Hill London N16 6XS

28 July 2025

Page 4

KEHAL YISROEL D'CHASIDEI GUR

STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 30 SEPTEMBER 2024

Notes
INCOME AND ENDOWMENTS FROM
Donations and legacies
2
Other trading activities
3
Total
EXPENDITURE ON
Charitable activities
4
Grantmaking
Support
Total
NET INCOME/(EXPENDITURE)
Transfers between funds
11
Net movement in funds
RECONCILIATION OF FUNDS
Total funds brought forward
TOTAL FUNDS CARRIED FORWARD
Unrestricted
fund
£
18
24,687
24,705
18,550
4,572
23,122
1,583
(7,500)
(5,917)
55,091
49,174
Restricted
fund
£
867,296
-
867,296
866,177
-
866,177
1,119
7,500
8,619
31,000
39,619
2024
Total
funds
£
867,314
24,687
892,001
884,727
4,572
889,299
2,702
-
2,702
86,091
88,793
2023
Total
funds
£
1,156,541
36,650
1,193,191
1,209,348
12,649
1,221,997
(28,806)
-
(28,806)
114,897
86,091

The notes form part of these financial statements

Page 5

KEHAL YISROEL D'CHASIDEI GUR

BALANCE SHEET 30 SEPTEMBER 2024

Notes
CURRENT ASSETS
Debtors
8
Cash at bank
CREDITORS
Amounts falling due within one year
9
NET CURRENT ASSETS
TOTAL ASSETS LESS CURRENT
LIABILITIES
NET ASSETS
FUNDS
11
Unrestricted funds
Restricted funds
TOTAL FUNDS
2024
£
11,033
80,280
91,313
(2,520)
88,793
88,793
88,793
49,174
39,619
88,793
2023
£
7,875
82,290
90,165
(4,074)
86,091
86,091
86,091
55,091
31,000
86,091

The financial statements were approved by the Board of Trustees and authorised for issue on 28 July 2025 and were signed on its behalf by:

M Pesach - Trustee

The notes form part of these financial statements

Page 6

KEHAL YISROEL D'CHASIDEI GUR

CASH FLOW STATEMENT FOR THE YEAR ENDED 30 SEPTEMBER 2024

Notes
Cash flows from operating activities
Cash generated from operations
1
Net cash used in operating activities
Change in cash and cash equivalents
in the reporting period
Cash and cash equivalents at the
beginning of the reporting period
Cash and cash equivalents at the end
of the reporting period
2024
£
(2,010)
(2,010)
(2,010)
82,290
80,280
2023
£
(28,442)
(28,442)
(28,442)
110,732
82,290

The notes form part of these financial statements

Page 7

KEHAL YISROEL D'CHASIDEI GUR

NOTES TO THE CASH FLOW STATEMENT FOR THE YEAR ENDED 30 SEPTEMBER 2024

1. RECONCILIATION OF NET INCOME/(EXPENDITURE) TO NET CASH FLOW FROM OPERATING ACTIVITIES

ACTIVITIES
Net income/(expenditure) for the reporting period (as per the
Statement of Financial Activities)
Adjustments for:
Increase in debtors
(Decrease)/increase in creditors
Net cash used in operations
2024
£
2,702
(3,158)
(1,554)
(2,010)
2023
£
(28,806)
(530)
894
(28,442)

2. ANALYSIS OF CHANGES IN NET FUNDS

At 1.10.23 Cash flow At 30.9.24
£ £ £
Net cash
Cash at bank 82,290 (2,010) 80,280
82,290 (2,010) 80,280
Total 82,290 (2,010) 80,280

The notes form part of these financial statements

Page 8

KEHAL YISROEL D'CHASIDEI GUR

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 SEPTEMBER 2024

1. ACCOUNTING POLICIES

Basis of preparing the financial statements

The financial statements of the charity, which is a public benefit entity under FRS 102, have been prepared in accordance with the Charities SORP (FRS 102) 'Accounting and Reporting by Charities: 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) (effective 1 January 2019)', Financial Reporting Standard 102 'The Financial Reporting Standard applicable in the UK and Republic of Ireland' and the Charities Act 2011. The financial statements have been prepared under the historical cost convention.

Income

All income is recognised in the Statement of Financial Activities once the charity has entitlement to the funds, it is probable that the income will be received and the amount can be measured reliably.

Expenditure

Expenditure is accounted for on an accruals basis and includes any VAT which cannot be fully recovered and has been classified under headings that aggregate all cost related to the category. .

Grants are only recognised in the accounts when paid.

Support costs are those incurred to assist the work of the charity but are not direct charitable activities.

Governance costs are those incurred in connection with administration of the charity and compliance with constitutional and statutory requirements.

Taxation

The charity is exempt from tax on its charitable activities.

Fund accounting

Unrestricted funds can be used in accordance with the charitable objectives at the discretion of the trustees.

Restricted funds can only be used for particular restricted purposes within the objects of the charity. Restrictions arise when specified by the donor or when funds are raised for particular restricted purposes.

Going concern

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

2. DONATIONS AND LEGACIES

DONATIONS AND LEGACIES
2024 2023
£ £
Donations 867,314 1,156,541

Page 9

KEHAL YISROEL D'CHASIDEI GUR

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 30 SEPTEMBER 2024

3.
OTHER TRADING ACTIVITIES
Fee income
4.
CHARITABLE ACTIVITIES COSTS
Grant
funding of
activities
(see note
5)
£
Grantmaking
884,727
Support
-
884,727
5.
GRANTS PAYABLE
Grantmaking
The total grants paid to institutions during the year was as follows:
Relief of poverty
Medical
Advancement of education
Advancement of religion
Social Welfare
Amud Hatzdokoh Trust
Friends of Mercaz Hatorah Belz Machnovke
Shir Chesed Beis Yisroel
Friends of Beis Chinuch Lebonos Trust
Kollel Gur Trust
One Heart Lev Echod
Friends of Beis Soroh Schneirer
Mifal Hachesed Vehatzedokof
Chaim She Torah
Bait Limud Vchesed
Friends of Wiznitz Ltd
Others under £20,000

Page 10

KEHAL YISROEL D'CHASIDEI GUR

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 30 SEPTEMBER 2024

5. GRANTS PAYABLE - continued

The total grants paid to individuals during the year was as follows:

Relief of poverty
Medical
6.
SUPPORT COSTS
Support
Support costs, included in the above, are as follows:
Governance costs
Auditors' remuneration
Auditors' remuneration for non audit
work
Independent examiner's fee
Independent examiner's other fees
2024
2023
£
£
-
7,000
-
8,141
-
15,141
Governance
Other
costs
Totals
£
£
£
2,232
2,340
4,572
2024
2023
Total
Support
activities
£
£
-
1,680
-
1,860
720
-
1,620
-
2,340
3,540

7. TRUSTEES' REMUNERATION AND BENEFITS

There were no trustees' remuneration or other benefits for the year ended 30 September 2024 nor for the year ended 30 September 2023.

Trustees' expenses

There were no trustees' expenses paid for the year ended 30 September 2024 nor for the year ended 30 September 2023.

8. DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR

2024 2023
£ £
Tax refunds 11,033 7,875

Page 11

KEHAL YISROEL D'CHASIDEI GUR

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 30 SEPTEMBER 2024

9. CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR

2024 2023
£ £
Other creditors 2,520 4,074
10. ANALYSIS OF NET ASSETS BETWEEN FUNDS
2024 2023
Unrestricted Restricted Total Total
fund fund funds funds
£ £ £ £
Current assets 51,694 39,619 91,313 90,165
Current liabilities (2,520) - (2,520) (4,074)
49,174 39,619 88,793 86,091
11. MOVEMENT IN FUNDS
Net Transfers
At movement between At
1.10.23 in funds funds 30.9.24
£ £ £ £
Unrestricted funds
General fund 55,091 1,583 (7,500) 49,174
Restricted funds
Restricted 31,000 1,119 7,500 39,619
TOTAL FUNDS 86,091 2,702 - 88,793
Net movement in funds, included in the above are as follows:
Incoming Resources Movement
resources expended in funds
£ £ £
Unrestricted funds
General fund 24,705 (23,122) 1,583
Restricted funds
Restricted 867,296 (866,177) 1,119
TOTAL FUNDS 892,001 (889,299) 2,702

Page 12

KEHAL YISROEL D'CHASIDEI GUR

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 30 SEPTEMBER 2024

11. MOVEMENT IN FUNDS - continued

Comparatives for movement in funds

At
1.10.22
£
Unrestricted funds
General fund
64,339
Restricted funds
Restricted
50,558
TOTAL FUNDS
114,897
Comparative net movement in funds, included in the above
Unrestricted funds
General fund
Restricted funds
Restricted
TOTAL FUNDS
Net
movement
in funds
£
2,151
(30,957)
(28,806)
are as follows:
Incoming
resources
£
36,650
1,156,541
1,193,191
Transfers
between
funds
£
(11,399)
11,399
-
Resources
expended
£
(34,499)
(1,187,498)
(1,221,997)
At
30.9.23
£
55,091
31,000
86,091
Movement
in funds
£
2,151
(30,957)
(28,806)

12. RELATED PARTY DISCLOSURES

Kollel Gur Trust (a charity) is a related party, having trustees in common, received grants of £30,795 (2023 - £32,301) during the year under review. The charity received restricted donations totalling £16,050 from two trustees.

Page 13