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2025-04-05-accounts

REGISTERED CHARITY NUMBER: 1117427

REPORT OF THE TRUSTEES AND UNAUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED 5 APRIL 2025

FOR

THE EMMES FOUNDATION

Melinek Fine LLP Chartered Accountants First Floor, Winston House 349 Regents Park Road London N3 1DH

THE EMMES FOUNDATION

CONTENTS OF THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 5 APRIL 2025

Page
Report of the Trustees 1 to 2
Independent Examiner's Report 3
Statement of Financial Activities 4
Balance Sheet 5
Notes to the Financial Statements 6 to 7

THE EMMES FOUNDATION

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 5 APRIL 2025

The trustees present their report with the financial statements of the charity for the year ended 5 April 2025. 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).

OBJECTIVES AND ACTIVITIES

Objectives and aims

The charitable objectives of The Emmes Foundation as approved by the Charity Commission is to support general charitable purposes for the benefit of the public. This is achieved primarily through the provision of grants to charitable organisations.

Public benefit

The Trustees consider that they have complied with Section 17 of the Charities Act 2011 with regard to the guidance on public benefit published by the Charity Commission, as indicated in the summaries of activities achievements and performance below.

Grantmaking

Grants are made to charitable institutions after it has been satisfied that payments will accord with the objectives of the charity.

ACHIEVEMENTS AND PERFORMANCE

Charitable activities

During the year the charity's total income was £138,502 (2024: £105,000) and grants totalling £161,662 (2024: £80,028) were made to charitable organisations. Other charitable costs amounted to £7,250 (2024: £1,500) resulting in a deficit for year of £30,411 (2024: £23,472 surplus). Total funds at the end of the financial year were £86,236 (2024: £116,647).

Internal and external factors

There are no specific factors to report.

STRUCTURE, GOVERNANCE AND MANAGEMENT

Governing document

The charity is controlled by its governing document, a deed of trust and constitutes an unincorporated charity.

Risk management

The trustees have considered the various risks that they are exposed to, as per below, and have taken the steps indicated to minimise risk as set out in this report.

REFERENCE AND ADMINISTRATIVE DETAILS Registered Charity number

1117427

Principal address

16 Ingram Avenue London NW11 6TL

Trustees

Mr M H Samuels Mrs C G Samuels Mrs B Davis

Independent Examiner

Mr Danny Fine, FCA Melinek Fine LLP Chartered Accountants First Floor, Winston House 349 Regents Park Road London N3 1DH

Page 1

THE EMMES FOUNDATION

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 5 APRIL 2025

Approved by order of the board of trustees on 26 January 2026 and signed on its behalf by:

Mr M H Samuels - Trustee

Page 2

INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF THE EMMES FOUNDATION

Independent examiner's report to the trustees of The Emmes Foundation

I report to the charity trustees on my examination of the accounts of The Emmes Foundation (the Trust) for the year ended 5 April 2025.

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

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.

Mr Danny Fine, FCA

Melinek Fine LLP Chartered Accountants First Floor, Winston House 349 Regents Park Road London N3 1DH

26 January 2026

Page 3

THE EMMES FOUNDATION

STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 5 APRIL 2025

2025
Unrestricted
fund
£
INCOME AND ENDOWMENTS FROM
Donations and legacies
138,501
EXPENDITURE ON
Charitable activities
Grants to institutions
161,662
Other charitable activities
7,250
Total
168,912
NET INCOME/(EXPENDITURE)
(30,411)
RECONCILIATION OF FUNDS
Total funds brought forward
116,647
TOTAL FUNDS CARRIED FORWARD
86,236
2024
Total
funds
£
105,000
80,028
1,500
81,528
23,472
93,175
116,647

The notes form part of these financial statements

Page 4

THE EMMES FOUNDATION

BALANCE SHEET

5 APRIL 2025

2025
Unrestricted
fund
Notes
£
FIXED ASSETS
Investment property
4
7,500
CURRENT ASSETS
Debtors
5
67,339
Cash at bank
21,777
89,116
CREDITORS
Amounts falling due within one year
6
(10,380)
NET CURRENT ASSETS
78,736
TOTAL ASSETS LESS CURRENT LIABILITIES
86,236
NET ASSETS/(LIABILITIES)
86,236
FUNDS
Unrestricted funds
86,236
TOTAL FUNDS
86,236
2024
Total
funds
£
7,500
219,405
4,422
223,827
(114,680)
109,147
116,647
116,647
116,647
116,647

The financial statements were approved by the Board of Trustees and authorised for issue on 26 January 2026 and were signed on its behalf by:

Mr M H Samuels - Trustee

The notes form part of these financial statements

Page 5

THE EMMES FOUNDATION

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 5 APRIL 2025

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

Liabilities are recognised as expenditure as soon as there is a legal or constructive obligation committing the charity to that expenditure, it is probable that a transfer of economic benefits will be required in settlement and the amount of the obligation can be measured reliably. Expenditure is accounted for on an accruals basis and has been classified under headings that aggregate all cost related to the category. Where costs cannot be directly attributed to particular headings they have been allocated to activities on a basis consistent with the use of resources.

Grants offered subject to conditions which have not been met at the year end date are noted as a commitment but not accrued as expenditure.

Investment property

Investment property is shown at most recent valuation. Any aggregate surplus or deficit arising from changes in fair value is recognised in the Statement of Financial Activities.

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.

Further explanation of the nature and purpose of each fund is included in the notes to the financial statements.

2. GRANTS PAYABLE

Grants to institutions
The total grants paid to institutions during the year was as follows:
Grants to institutions
2025
£
161,662
2025
£
161,662
2024
£
80,028
2024
£
80,028

The total grants paid to institutions during the year was £161,662 (2024: £80,028). A summary of grants made to institutions during the year is as follows:

Name of charitable institution Amount (£)
The Beis Nadvorne Charitable Trust 33,000
North London Welfare and Educational Foundation 29,250
King Edward VII's Hospital (Sister Agnes) 18,000
CML - Chevras Mo'oz Ladol 15,000
Camp Simcha 10,000
Beit Halochem UK 10,000

continued...

Page 6

THE EMMES FOUNDATION

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 5 APRIL 2025

2. GRANTS PAYABLE - continued

Friends of Beis Soroh Schneirer 7,260 Community Security Trust 5,000 The Kisharon Charitable Trust 5,000 Other 29,152 Total 161,662

3. TRUSTEES' REMUNERATION AND BENEFITS

There were no trustees' remuneration or other benefits for the year ended 5 April 2025 nor for the year ended 5 April 2024.

Trustees' expenses

There were no trustees' expenses paid for the year ended 5 April 2025 nor for the year ended 5 April 2024.

4. INVESTMENT PROPERTY

5.

6.

FAIR VALUE
At 6 April 2024
and 5 April 2025
NET BOOK VALUE
At 5 April 2025
At 5 April 2024
DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
Prepayments and accrued income
CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
Other creditors
2025
£
67,339
2025
£
10,380
£
7,500
7,500
7,500
2024
£
219,405
2024
£
114,680

7. RELATED PARTY DISCLOSURES

All donations received the by charity during the financial year were donations from trustees. These donations were freely given and were made without conditions attached. No other related party transactions occurred during the year. The trustees received no remuneration or other benefits during the financial year. The charity operates from the premises of one of the trustees but no expenses were reimbursed.

Page 7