CHARITY COMMISSION FOR ENGLAND AND WALES M&K FAMILY CHARITABLE TRUST Charity No Ifan 1116290 Annual accounts for the To eriod Pen(yJ start dale Penod end dale 1.04.2023 31.03.2024 Section A Statement of financial activities Restrlcted r2 Unr6stricted Income funds funds Recommended categorfos by activity Endowment nd8 Prlor year funds Tolal funds Incoming resources (Note 3> Incomè •nd endowmonis from: Donations and le9 Charitable 8ctivi118s Other IradIr adl¥lbe5 Inveslmeni$ F01 F02 F03 F04 F05 373.577 373.577 292,969 S02 so3 Separat8 matenal Item of Income Other S05 Total Resources expended (Note 6) ExndIture on: R8lsln9 fvnds Chantable 8Ctivrt18S S07 373,577 373.577 292,969 S09 382.452 382.452 304,918 Separalo malenal Item of •xpens• Olher S10 S11 Total S12 382,452 382.452 304.918 Net incomellexpenditur•) befor• inv03tment gainsl(losses) S13 8.875 8.875 11.949 Net gain7Jl1055esl on Investrnenls Net incomel(expendlture) Extraordinary items Transfers between funds Other recognised gainsl(losses)'. S14 S15 8,875 8,875 11,949 S16 S17 Galns and1055es on rnvalu8lk) of fixed gs5•ts for the use Other oainslllossesl Net movement In funds S18 Slg S20 11,949 Reconciliatlon of funds.. Totsl fvnds brouohl fcrfwa Tot81 funds carried forward 16,861 7,986 16,861 16,861 S22 7,986
Section B Balance sheet Restrlcted ncoma funds Unrestrlcted fvnds Endowment Total thls lunds year Total last year Fixed assets Intanglble assets Tangible assets Heritage assets Investments F01 F02 F03 F04 F05 (Note 15) (Note 14) (Note 16) (Note 17) Total fixed assets 805 Current assets Stocks (Note 18) Debtors (Note 19) Investments (Note 17.4) Cash at bank and In hand (Note 24) Total current assets B07 16.861 16,861 B10 7,986 7,986 Creditors: amounts falling due wlthln one year (Note 20) Net current assets/{liabilities) B12 .986 86 16,861 Total assets less current liabileS B13 16,861 Creditors: amounts falling due after one year (Note 20) Provlslons for liabilities B14 B15 Total net assets or liabilities Funds of the Charity Endowment funds (Note 27) Restrlcted Income funds (Nots 27) Unrestrlcted funds Revaluatlon reserve 816 7,986 7,986 16,861 B17 B18 B19 7,986 7.986 16,861 16,881 Total fun(ts B21 Signed by one or tsvo trustees on behalf of all the trustees Dale of approval ddlm ignature Print Name CC17a (EX1) 31101r2025
Section C Notes to the accounts Note 1 Basis of preparation Thts sectlon should be completed by all chartfles. 1.1 Basis of accountlng These accounts have been Pfepared on the basis of histonc cost (exp1 that investrnents are shown at market value) In accordance wlh Accounting and Repong by Charitses- Ststement of RecA)mmended Pradjce ISORP 2C(J5)', and wth" Acrx>untng Standards.. Financial Reporting Standards for Smaller Enterprises {FRSSE}. and with the Chanties Act. ex t for the follon Glve detalls In this box If a different standard has been followed. -TidK as appropnate.. rf all relevant disdosures shown In the pa¢ have been given then please tick'A¢counting stsrrflaS": if disdosures completed in these a(£ounts have been re5tn'd to those required by the FRSSE, Ihen pase lid( "Financial Reporting StsrHlards for Smaller Entewrises IFRSSEI". - If no departurts the chosen stsndarfs h4e been ma¢Je then delete these Id5. OtherWe giwe details of any ¢hanges in the boxes. 1.2 Change In basls of accounting There has been no change to the accounting licIeS (valualion rules and methods of ac£ounbng) sino last year (S except for the followng) Glve detalls In thls box of any materfal changes that have been made. no changes have been made lo accounting policies then delele Ihese Wofds. 1.3 Changes to prevlous accounts No changes have been made to accounts for previous years (55 expt for the following). Glve detsils In thls box of any materlal changes that have been made. $5 rf no changes have been made lo accounts for previous pencJ$ then delete these fjfds. CC178 (Excell 26101r2025
Section C Notes to the accounts Icontl Note S Details of certain itsms of expendlturn S.1 Trustee expenses Please provlde details of the amount of anypaent or relmbursement of out-of-pocket expens•s m•d• to tStee$ or to thlrdpartles for expenses incurred by trustees. Mno expenses wer• pald. please enter'None' in the appropriate box(e$). Th1• year Last y••r Number of trustees who were pald expons Nature of tho expenses Totsl amount pald Otro 5.2 Fees for èxamlnatlon or audlt of the accounts Please pmvide detalls of the amount pald for any statutory eMaI scnrtlny ol•¢¢ounts •nd other servlces pmvlded by your Independent examiner or auditor. Mnothlng was pald please enter NONE In tho appmpriate box{es). Th18 year Last year Indopendent oxamlnerfs or audltorn. fw• for rnportlng on th• accounts Other fèès {for example: advlco. Consultancy, accountancy ser41¢es} paid to the Independent•xamlner or audltor CC17a (E¥1) 26ffj1r2025
CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Se¢tlon A Iiidopoiidont Exaiiiliior's Reporl R•port to th• trust•••l m•mb•rn 01 fil I k fc4fh,I cktxrt,4.LL TQUS 31.4 13>4 On •¢count• for th• y•ar •nd•d Ch•flty no (11 any) 11) Ljlo S•t out on pag•i I report to the trusleu eXn81kYn ol the ol tho ab charty (IM TrL41i kf tho y• •ndJ RMpon•lbllltl•• irKI As the charity tnrn1e of Ihe Tnjst, yw are rnspcmslble the propw•lhJi ba•1• of r•port ol Ihe coun13 In •ccrd wlth the Ch•rllkn Acl 2011 ftheAffj. I report Sn resp•d of rry ex8rnknatkn ofth• Tnjsfs Kcounts Ced under ieclh)n 145 of Ihe 2011 Act and In c•rrytr& rry exarrdn3lh)n. I under 145(5Mb) of th• A( Independont I have comphl8d rry examlnalk)n. I cmfimi Ihat matt•rn h oxamSn•rf8 Statsment come to rry attentlon (othor than that dl8cb)••d conn•th Ihe examknalbn whlch gfvoi mo causo to bellove that kn, orry 8pecL' th• Acl or 4th the •xathallon io whkh attenlkni •hwld be drnwn kn crfder io enabl• • opor ufidernlndlrvJ ol th• •ccotsn18 to b• roacw. 3lgn•d: N•m•: R•lev*nt profM•lon•l quallllc•tlon(8) or body (11 any): Addr•••: LL)p (k)K) IER Octob•r 2018
I CHARITY COMMISSION I FOR ENGLAND AND WALES Trustees, Annual Report for the period From l. Charity name: f&m, Period stsrt date To IIDry Jo34pe nod end date Charity registration number: IIGIqO Objectives and Activities SORP rekienc Para 1.17 Summary of the purposes of the charity as set out in rts overnin document Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities. projects or seniices identified in the accounts. To assist various types of public benefit with special (but not sole) concentration on the Jewish communi I. THE RELIEF OF SICKNESS AND THE PRESERVATION OF HEALTH AMONG PEOPLE RESIDING PERMANENTLY OR TEMPORARILY IN ISRAEL AND THE UNITED KINGDOM: 2. TO ASSIST IN THE TREATMENT AND CARE OF PERSONS SUFFERING FROM MENTAL OR PHYSICAL ILLNESS OF ANY DESCRIPTION OR IN NEED OF REHABILITATION AS A RESULT OF SUCH ILLNESSTHROUGH THE PROVISION OF FINANCIAL ASSISTANCE AND SUPPORT; 3. THE RELIEF OF FINANCIAL HARDSHIP AMONG PEOPLE LIVING OR WORKING IN15RAEL AND THE UNITED KINGDOM BY PROVIDING SUCH PERSONS WITH FINANCIAL ASSISTANCE WHICH THEY COULD NOT OTHERWISE AFFORD THROUGH LACK OF MEANS; 4. THE RELIEF OF FINANCIAL HARDSHIP, EITHER GENERALLY OR INDIVIDUALLY OF PEOPLE LIVING IN ISRAEL AND THE UNITED KINGDOM BY MAKING GRANTS OF MONEY FOR PROVIDING OR PAYING FOR ITEMS, SERVICES OR FAcILlEs THE RELIEF OF THE SICK-POOR LIVING IN ISRAEL ANO THE UNrrED KINGDOM EITHER GENERALLY OR INDIVIDUALLY THROUGH THE PROVSSION OF GRANTS, GOODS OR SERVICES; 5. TO ADVANCE THE JEWISH RELIGION FOR THE BENEFIT OF THE PUBLIC IN ACCORDANCE WITH THE TENETS OF BELIEF OF ORTHODOX JUDAISM; 6. TO ADVANCE THE EDUCATION OF THE PUBLIC IN THE SUBJECT OF JEWISH EDUCATION: AND 7. TO ADVANCE THE EDUCATION OF THE PUBLIC AT SCHOOLS PROVIDING A JEWISH EDUCATION BY PROVIDING AND A55ISTING IN THE PROVISION OF FACILMES NOT REQUIRED TO BE PROVIDED Para 1 17 arnj 1 19
BY THE LOCAL EDUCATION AUTHORITY FOR EDUCATION AT SUCH SCHOOLS The trustees have had reference to the guidance issued by the Charity Commission on public benefit Statement confirming whether the trustees have had regard to the guidance issued by the Charty Commission on public benefrt Para 1.18 Additional infomiation (optional) You ma choose to include further stalements where relevant about: SORP lefnce Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment Para 1.38 ContrFbution made by volunteers Other Achievements and Performance Giving grants to many other charities and individuals requiring monetary assistance for which fulfil the objectives of this charity Summary ofthe main achievements of the charty, identifying the difference the charty's work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. Para 1.20
Additional information (optional) You ma choose to include further statements where relevant about: Achievements against objectives set P•rn 1.41 Perfomance of fundraising activities against objectives set P4rn 1.41 Investment performance against objectives P•F8 1.41 Other
Financial Review Review of the charty's financial position at the end of the eriod Statement explaining the policy for holding reserves statin are held Amount of reserves held Para 1 21 The charity ended the period with surplus Para 122 The charity does not require reserves as it does not have any outgoings Par• 1 22 O(however the charity did hold some funds at the end of the financial ear. No outgolngs all of the Charites funds are to be utilized for makin rants none Reasons for holding zero reserves Details of fund materially in deficit Explanation of any uncertainties about the charity continuing as a going concern Par* 122 Para 1.24 Para 1.23 none Additional infomiation (optional) You ma choose to include further statements where relevant about: The charty's principal sources of funds (including any fundraising) Parn 1.47 Investment policy and objectives including any social investment policy adopted Para 1.46 A description of the principal risks facing the charity Parn 1.46 Other
Structure, Governance and Management Description of charty's trusts: Type of governing document I Irusl deed roval charter) How is the charity constituted? Ic. g unincorporated association C10 I Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entrtled to appoint one or more trustees Parn125 Trust Deed Para 1 25 Trust P•r• 125 Current trustees seek indivlduals with understandlng of the neèds of the Jewish communlty, understanding of educational needs and with an understsnding of the role and responslbllitle8 of a charlty trustee. Additional Information (optional) You ma choose to include further statements where relevant about: Policies and procedures adopted for the induction and training of trustees Par¥ 1.51 The charrty's organisational structure and any wider network wrth which the charity works Para 1.51 Relationship with any related parties Parn 1.51 Other Reference and Administrative details Chari name Other name the char uses Re istered char number Charity's principal address M&K Fami Charitable Trust 1116290 10 Queens Way London NW4 2TN
Names of the charity trustees who manage the charity Dates acted rf not for whole aar Trustee namo Offic• lif any) Namo of person lor body) entitled toa oint trustee rfan Avram Kelman Trustee The trustees Saul Meyer Talia Kelman Michael Markiewicz 10 11 12 13 14 15 16 17 18 19 20 Co orate trustees - names of the directors at the date the re Director narne rtwasa roved Name of trustees hokling title to property belonging to the charity Trustee name Dato5 a¢tsd If not for whole ear
Funds held as custodian trustees on behalf of others Description of the assets none held in this capacty Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charty's objects none Details of arrangements for safe custody and segregation of such assets from the charity's own assets none Additional information (optional) Names and addresses of advisers (Optional information) Type of Name Address adviser Name of chief executive or names of senior staff members (Optional information) Exemptions from disclosure Reason for non-disclosure of ke rsonnel details Other o tional information
Declarations The trustees declare that they have approved the trustees, report above. Signed on behalf of the charity. stees Signature(s) Full namels) Position (eg Secretsry. Chair, etc) Date