## **Trustees' Annual Report for the period** Period start date Period end date **From 01 APRIL 2023 To 31 MARCH 2024** Section A Reference and administration details **Charity name BRITISH FRIENDS OF YAD EZRA VESHULAMIT Other names charity is known by Registered charity number (if any) 1115518 Charity's principal address 17 HILLCREST AVENUE LONDON Postcode NW11 0EP** ~~ee~~ **Names of the charity trustees who manage the charity Dates acted if not for whole Name of person (or body) entitled Trustee name Office (if any) year to appoint trustee (if any)** 1 Ari Meyers Trustee 2 Natalie Meyers Trustee 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 ~~ae~~ **Names of the trustees for the charity, if any, (for example, any custodian trustees) Name Dates acted if not for whole year** ## Section A Reference and administration details **TAR** March **2012** 1 **Section B Structure, governance and management** ## **Description of the charity’s trusts** Type of governing document Declaration of Trust - (eg. trust deed, constitution) How the charity is constituted Trust (eg. trust, association, company) Trustee selection methods - By appointment of the existing Trustees - (eg. appointed by, elected by) ## **Additional governance issues (Optional information)** You **may choose** to include additional information, where relevant, about: - policies and procedures adopted for the induction and training of trustees; - the charity’s organisational structure and any wider network with which the charity works; - relationship with any related parties; - trustees’ consideration of major risks and the system and procedures to manage them. ## **Section C Objectives and activities** **Summary of the objects of the charity set out in its governing document** The relief of poverty, sickness and infirmity among persons of the Jewish faith living in Israel and in particular by supporting the charitable activities of the organisation known as Yad Ezra veShulamit. **TAR** March **2012** 2 Having taken regard to the guidance on public benefit issued by the **Summary of the main** Charity Commission the trustees raised funds for the relief of poverty **activities undertaken for the** among persons of the Jewish faith living in Israel to enable them to meet **public benefit in relation to** their basic living costs. Any such persons are able to avail themselves of **these objects (include within** this facility. **this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)** ## **Additional details of objectives and activities (Optional information)** You **may choose** to include further statements, where relevant, about: - policy on grantmaking; - policy programme related investment; - contribution made by volunteers. ## Section D Achievements and performance **Summary of the main** The trustees achieved their goals by raising a significant sum for the **achievements of the charity** relief of poverty among persons of the Jewish faith living in Israel and in **during the year** particular for the support of the charitable activities of the organisation known as Yad Ezra veShulamit. These funds were utilised for the provision of weekly food baskets, clothing and hot meals for hundreds of such poor persons. ## **Section E Financial review** **TAR** March **2012** 3 ## **Brief statement of the** **charity’s policy on reserves** The trustees do not have a particular policy on reserves but are particular not to distribute more funds than the charity has been able to raise. **Details of any funds materially in deficit** No funds were in deficit during the year. ## **Further financial review details (Optional information)** You **may choose** to include additional information, where relevant about: - the charity’s principal sources of funds (including any fundraising); The principal sources of funds are by appeal to the public and the trustees are careful to minimise the costs of any such fundraising campaigns. - how expenditure has supported the key objectives of the charity; - investment policy and objectives including any ethical investment policy adopted. ## **Section F Other optional information** ## **Section G Declaration** **The trustees declare that they have approved the trustees’ report above.** **Signed on behalf of the charity’s trustees** **Signature(s)** **Full name(s)** Ari Meyers **Position (eg Secretary, Chair, etc)** Trustee **Date** 16 July 2024 **TAR** March **2012** 4 **BRITISH FRIENDS OF YAD EZRA VESHULAMIT 1115518 Receipts and payments accounts CC16a For the period To from 01 April 2023 31 March 2024** — ~~Sa~~ **Section A Receipts and payments Unrestricted Restricted Endowment Total funds Last year funds funds funds to the nearest to the nearest £ to the nearest £ to the nearest £ to the nearest £ £ A1 Receipts** DONATIONS RECEIVED **123,439 - - 123,439 111,340 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -** _**Sub total** (Gross income for_ **123,439 - - 123,439 111,340** _AR)_ ~~===~~ **A2 Asset and investment sales,** ~~===~~ **(see table). - - - - - - - - -** _**Sub total**_ **- -** ~~——————~~ _**Total receipts**_ **123,439 - - 123,439 111,340 A3 Payments** CHARITABLE DONATIONS **50,000 - - 50,000 99,000** FUNDRAISING **270** BANK CHARGES **87 - - 87 138** POSTAGE AND PRINTING **129 - - 129 222** GOVERNACE AND COMPLIANCE **462 - - 462 1,092** JUST GIVING **216 - - 216 216** ADMINISTRATION **8,670 - - 8,670 8,240 - - - - - - - - - -** _**Sub total**_ **[ 59,563 ] - - 59,563 109,178** ~~== 5 5 = =~~ **A4 Asset and investment purchases, (see table) - - - - - - - -** _**Sub total**_ **[ - ] - - - -** ~~—~~ _**Total payments**_ ~~—————~~ **59,563 - - 59,563 109,178** _**Net of receipts/(payments)**_ **63,875 - - 63,875 2,162 A5 Transfers between funds - - - - - A6 Cash funds last year end 4,501 - - 4,501 2,339** _**Cash funds this year end**_ ~~———~~ **68,376 - - 68,376 4,501** CCXX R1 accounts (SS) 06/02/2025 1 ## **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
**B5 Liabilities**
**B3 Investment assets**
**B2 Other monetary assets**
**B4 Assets retained for the**
**charity’s own use**
**B1 Cash funds**|**Details**
**Details**
**_Total cash funds_**
(agree balances with receipts and payments
account(s))
CASH AT BANK
**Details**
**Details**
**Details**
Signature|**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**68,376**
**-**
**-**
**-**
**-**
**-**
**68,376**
**-**
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)**
**-**
**-**
**-**
**-**
**-**
Print Name
ARI MEYERS|**Endowment**
**funds**
**to nearest £**| |---|---|---|---| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||OK| ||||**Endowment**
**funds**
**to nearest £**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**When due**
**(optional)**| ||||| ||||| ||||| ||||| ||||| ||||| ||||Date of
approval| |||ARI MEYERS|16 July2024| ||||| CCXX R2 accounts (SS) 06/02/2025 2 **Independent examiner's report on the accounts Section A Independent Examiner’s Report** ~~Ee~~ **Report to the trustees/ BRITISH FRIENDS OF YAD EZRA VESHULAMIT members of** ~~|~~ **On accounts for the year** 31 MARCH 2024 **Charity no** 1115518 **ended (if any)** ~~eeee eee~~ **Set out on pages** 1-2 ~~PO~~ **Respective** The charity's trustees are responsible for the preparation of the accounts. **responsibilities of** The charity’s trustees consider that an audit is not required for this year **trustees and examiner** under 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** In connection with my examination, no matter has come to my attention - **examiner's statement** 1. which gives me reasonable cause to believe that in, any material respect, the requirements: - to keep accounting records in accordance with section 130 of the Charities Act; and - to prepare accounts which accord with the accounting records and comply with the accounting requirements of the Charities Act - have not been met; or 2. to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached. **Signed: Date:** 16 July 2024 ~~ee~~ **Name:** SIMON STERN ~~Cn~~ **Relevant professional** CHARTERED ACCOUNTANT **qualification(s) or body (if any):** ~~a~~ 1 **IER** **March 2012** **Address:** 2 HELENSLEA AVENUE LONDON NW11 8ND ## **Section B Disclosure** Only complete if the examiner needs to highlight material problems. **Give here brief details of any items that the examiner wishes to disclose** . 2 **IER** **March 2012**