CHARITY COMMISSION FOR ENGLAND AND WALES
Trustees’ Annual Report for the period
From \, \ »9} Period start date To aN \ bo +5 Period end date Charityname: (y\5\, (om \y Dad ale TRust Charity registration number: | | | C\4) Objectives and Activities aS Summary of the purposes of | Para 1.17 The relief of sickness and the soveniie eecameat ms 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 illness through the provision of financial assistance and support; 3. The relief of financial hardship ccitieonraiontotiowe | |THE RELIEF OF SICKNESS bereft AND THE PRESERVATION OF in particular, the HEALTH AMONG PEOPLE activities, projects or RESIDING PERMANENTLY OR services identified in the TEMPORARILY IN ISRAEL AND accounts. 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 ILLNESS THROUGH THE PROVISION OF FINANCIAL ASSISTANCE AND SUPPORT; 3. THE RELIEF OF FINANCIAL HARDSHIP AMONG PEOPLE LIVING OR WORKING IN ISRAEL 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 | ||
| FACILITIES THE RELIEF OF | ||
| THE SICK-POOR LIVING IN | ||
| ISRAEL AND THE UNITED | ||
| KINGDOM EITHER GENERALLY | ||
| OR INDIVIDUALLY THROUGH | ||
| THE PROVISION 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 ASSISTING IN | ||
| THE PROVISION OF FACILITIES | ||
| NOT REQUIRED TO BE | ||
| PROVIDED BY THE LOCAL | ||
| EDUCATION AUTHORITY FOR | ||
| EDUCATION AT SUCH | ||
| SCHOOLS. | ||
| See | whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Additional information (optional)
| You may choose to include further statements where relevant about: |
You may choose to include further statements where relevant about: |
|---|---|
| a eeemp |
0 ee Para 1.38 mp |
| Para 1.38 | |
| Policy on social investment | |
| including program related | |
| investment | |
| Para 1.38 | |
| Contribution made by | |
| volunteers | |
| La | a |
Achievements and Performance
| a | ||
|---|---|---|
| Giving grants to many other charities | ||
| and individuals requiring monetary | ||
| assistance forwhich fulfil the objectives | ||
| Summary ofthe main achievements ofthe charity, |
Para 1.20 : |
ofthis charity |
| identifying the difference the | ||
| charity’s work has made to | ||
| the circumstances of its | ||
| beneficiaries and any wider | ||
| benefits to society as a | ||
| whole. |
Additional information (optional) You may choose to include further statements where relevant about:
| Achievements against | Para 1.41 |
|---|---|
| objectivesset |
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Performance of fundraising | Para 1.41
activities against objectives
set
Investment performance Para 1.41
against objectives
me
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Financial Review
| Review ofthe charity's | Para 1.21 | The charity ended the Period with a |
|---|---|---|
| financial position at the end of the period Statement explaining the ag stating why they are held Amount of reserves held |
Para 1.22 Para 1.22 |
surplus The charity does not require reserves as Sas charity did hold some funds atthe end ofthefinancial year |
| (£101,062) | ||
| reserves are to be utilized formaking grants ee deficit |
||
| Explanation ofany | Para 1.23 | |
| uncertainties about the | ||
| charity continuing as a going | ||
| concern |
Additional information (optional)
You may choose to include further statements where relevant about:
|The charity’s principal
sources offunds (including | Para 1.47|The charity’s principal
sources offunds (including | Para 1.47|
|---|---|
|any fundraising)||
|Investment policy and||
|objectives including any|Pate 1:46|
|social investment policy||
|adopted||
|A description ofthe principal | Para 1.46||
|risks facing the charity||
|me||
Structure, Governance and Management
| trusts: | ||
|---|---|---|
| Type ofgoverning document | Trust Deed | |
| How is the charity | Trust | |
| constituted? | ||
| Trustee selection methods | Para 1.25 | Current trustees seek individuals with |
| including details ofany | understanding ofthe needs ofthe | |
| constitutional provisions e.g. | Jewish community, understanding of | |
| election to post or name of | educational needs and with an | |
| any person or body entitled | understanding ofthe role and | |
| to appoint one or more | responsibilities ofa charity trustee, | |
| trustees |
Additional information (optional)
You may choose to include further statements where relevant about:
| Policies and procedures | ||
|---|---|---|
| adopted forthe induction | Para 1.51 | |
| and training oftrustees | ||
| The charity’s organisational | ||
| structure and anywider | Para 161 | |
| network with which the | ||
| charity works | ||
| Relationship with any related | Para 1.51 | |
| parties | ||
| me Pf | ||
| Reference and Administrative details | ||
| M&K Family | Charitable Trust | |
| Othernamethecharityuses | ||
| Registered charity number |
1116290 | |
| Charity’s principal address | 10 QueensWay | Way |
| LondonNW42TN |
ee
Names of the charity trustees who manage the charity
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Corporate trustees — names of the directors at the date the report was approved
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Name of trustees holding title to property belonging to the charity
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|---|---|---|---|---|---|---|---|
|Funds|held|as|custodian|trustees|on|behalf|of others|
|Description|of the|assets|
|held|in|this|capacity|
|Name|and|objects|of the|
|charity|on|whose|behalf the|
|assets|are|held|and|how|this|
|falls|within|the|custodian|
|charity’s|objects|
|Details|of arrangements|for|
|safe|custody|and|
|segregation|of such|assets|
|from|the|charity's|own|
|assets|
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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 key personnel details
Other optional information
Declarations
The trustees declare that they have approved the trustees’ report above. / Signed on behalf of the charity’s/trustees
|Position|(eg|Secretary,||Trustee||
|---|---|---|---|---|
|||Chair, etc)|||
|||Date|ad3.1.|P
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M & K Family Charitable Trust
Registered Charity Number: 1116290 Receipts and Payments Accounts
For the year ended 31 March 2025
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Trustees’ Annual Report
The trustees present their annual report and the receipts and payments accounts for the year ended 31 March 2025. The charity’s activities during the year consisted solely of receiving donations and Gift Aid and applying funds through direct charitable payments in furtherance of its objects.
Financial Review
Total receipts for the year amounted to £603,936.78 and total payments amounted to £510,861.92, resulting in net receipts (surplus) of £93,074.86.
The charity held cash at bank of £101,062.24 at 31 March 2025, comprising balances on two Lloyds Bank accounts.
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||||||
|---|---|---|---|---|
|Receipts|and|Payments|Account|
|Receipts:|
|603,936.78|
|Payments|CE|||
|Charitable|donations|and|direct|charitable|
|||[510,724.33]|
|payments|
|Bank charges|137.59|
|Total|payments|510,861.92|
|Net|receipts|(surplus)|for the year:|£93,074.86|
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Y
Statement of Assets and Liabilities ee| e e e ee Cash at bank and in hand 101,062.24 ‘Creditors —“—*~—s~s—“‘“‘“‘i 101,062.24OOO © 101,062.24 Unrestricted funds 101,062.24
Appr an and authorised for issue. Signed: 7 Trustee Date: \ : dood
Appendix 1 — Bank Reconciliation
As at 31 March 2025
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||||||||
|---|---|---|---|---|---|---|
|Reconciliation|PE|
|Opening|cash|at bank at|1|April|2024|7,987.38|
|Net|receipts|(surplus)|for the|year|93,074.86|
|Closing|cash|at bank at 31|March|2025|101,062.24|
|Lloyds|Bank account ending|3960|97,262.87|
|Lloyds|Bank account|ending|2627|3,799.37|
|Total|cash|at bank|101,062.24|
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Independent Examiner's note: This reconciliation explains how the net receipts for the year reconcile to the cash balances shown on the bank statements. Opening cash at 1 April 2024 was £7,987.38. Net receipts of £93,074.86 during the year resulted in closing cash of £101,062.24 at 31 March 2025, which agrees exactly to the combined balances of the charity’s two Lloyds Bank accounts.