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2020-08-31-accounts

Charity Registration No. 1118619

Company Registration No. 05951295 (England and Wales)

BEIT SHVIDLER PRIMARY SCHOOL CHARITABLE TRUST (A COMPANY LIMITED BY GUARANTEE) ANNUAL REPORT AND UNAUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 AUGUST 2020

BEIT SHVIDLER PRIMARY SCHOOL CHARITABLE TRUST (A COMPANY LIMITED BY GUARANTEE) LEGAL AND ADMINISTRATIVE INFORMATION

Trustees

Mr. P Baker Mrs B Gabriel Mr. D Wynne Mr A Steinberg Mrs D Grossman

Charity number

1118619

Company number 05951295 Registered office 325-327 Oldfield Lane North Greenford Middx UB6 OFX

Independent examiner

Berish Hoffman ACA 325-327 Oldfield Lane North Greenford Middlesex UB6 0FX

BEIT SHVIDLER PRIMARY SCHOOL CHARITABLE TRUST (A COMPANY LIMITED BY GUARANTEE) CONTENTS

Page
Trustees' report 1 - 3
Independent examiner's report 4
Statement of financial activities 5
Balance sheet 6
Notes to the financial statements 7 - 15

BEIT SHVIDLER PRIMARY SCHOOL CHARITABLE TRUST (A COMPANY LIMITED BY GUARANTEE) TRUSTEES' REPORT (INCLUDING DIRECTORS' REPORT) FOR THE YEAR ENDED 31 AUGUST 2020

The Trustees present their annual report together with the audited financial statements of Beit Shvidler Primary School Charitable Trust for the year ended 31 August 2020.

The Trustees confirm that the Annual Report and financial statements of the company comply with the current statutory requirements, the requirements of the company's governing document and the provisions of the Statement of Recommended Practice (SORP), 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 2015) as amended by Update Bulletin 1 (effective 1 January 2015).

Since the company qualifies as small under section 383, the strategic report required of medium and large companies under The Companies Act 2006 (Strategic Report and Director's Report) Regulations 2013 is not required.

Objectives and activities

The objects of Beit Shvidler Primary School Charitable Trust (the ‘Trust’) are the advancement of education by the conduct of a school or schools and by ancillary educational activities for the benefit of the Orthodox Jewish community. The trustees have given careful consideration to the Charity Commission's guidance on public benefit.

The Trust advances its objects through its financial support for Orthodox Jewish schools. The Trust continues to support Beit Shvidler Primary School (BSPS, 'the School'), a co-educational Orthodox Jewish primary school for children aged three to eleven, whose families are committed to Shabbos, Kashrus, community involvement, ongoing learning and religious growth. The School is one of a network under the Jewish Secondary Schools Movement (JSSM) umbrella, and is associated with the Edgware Adath Yisroel Congregation (EAYC).

Achievements and performance

The Trust continues to perform in line with trustees’ expectations. The primary recipient of the Trust’s grants, Beit Shvidler Primary School, continues to display strong progress under the able leadership of its head teacher and the senior leadership team. The Trustees were delighted that in March 2019 Ofsted rated the school ‘Good’. Ofsted summarised their key findings:

BEIT SHVIDLER PRIMARY SCHOOL CHARITABLE TRUST (A COMPANY LIMITED BY GUARANTEE) TRUSTEES' REPORT (INCLUDING DIRECTORS' REPORT) (CONTINUED) FOR THE YEAR ENDED 31 AUGUST 2020

Financial review

The details of the Trust’s financial activities are set out in the Statement of Financial Activities, Balance Sheet, and associated notes starting on page 5 of these accounts. The Trust's total funds at the year end were at the lower limit of that considered acceptable by the Trust. At the year end the charity h ad a deficit on its free reserves totalling £ 38,228 (2019: surplus £ 48,249 ).

Plans for future periods

The Trust intends to continue advancing its objects in future periods. The trustees continue to focus on fundraising to support these objects. In February 2021, post-year end, the Trust ran a successful fundraising event which raised around £300,000. These funds will be used to replenish the reserves of the Trust, and to support the School in a very small number of strategic capital projects. Despite the broad economic challenges brought about by Covid-19 the Trust has continued to see strong support from the School’s parent body and wider community to support ongoing fundraising activity.

Structure, governance and management

The Trust is a company limited by guarantee, governed by its Memorandum and Articles of Association dated 29 September 2006. It is a registered charity, number 1118619.

Trustees are appointed by the JSSM trustees. Trustees are appointed for an initial term of four years and may be re-appointed for a second term and, exceptionally, a third term.

The trustees during the year were : Mr. P Baker Mrs B Gabriel Mr. D Wynne Mr A Steinberg Mrs D Grossman

New trustees are introduced to the objects of the charity by the Chair and Treasurer, and to their responsibilities as a trustee. Trustees at all times act in the best interests of the charity. Trustees are required to recognise and deal appropriately with conflicts of interest, recognising that even the perception of a conflict of interest could damage the Trust’s reputation. It is the policy of the Trust that no trustees receive any remuneration from the Trust.

Trustees are responsible for acting collectively to ensure the proper administration of the charity, safeguarding its assets, and ensuring these are only used to further the Trust's objects. Decisions are made by consensus of the Trustees. In relation to financial decisions, trustees receive briefing on the financial assets of the Trust on a regular basis – at least three times each year.

Risk Management

The trustees focus primarily on financial and reputational risks to the Trust. In relation to financial risks, the Trust aims to maintain at minimum total funds of £40,000. In relation to reputational risks, trustees consider the arrangements for safeguarding and pupil welfare at a school applying for a grant – amongst other factors – before concluding on whether to make a grant. The trustees are also mindful of conflicts of interests as noted above.

BEIT SHVIDLER PRIMARY SCHOOL CHARITABLE TRUST (A COMPANY LIMITED BY GUARANTEE) TRUSTEES' REPORT (INCLUDING DIRECTORS' REPORT) (CONTINUED) FOR THE YEAR ENDED 31 AUGUST 2020

Small company provisions

This report has been prepared in accordance with the special provisions for small companies under Part 15 of the Companies Act 2006.

The trustees' r eport was approved by the Board of Trustees.

Mr. P Baker

Trustee Dated: 23 May 2021

Mr. D Wynne Trustee Dated:23 May 2021

BEIT SHVIDLER PRIMARY SCHOOL CHARITABLE TRUST (A COMPANY LIMITED BY GUARANTEE) INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF BEIT SHVIDLER PRIMARY SCHOOL CHARITABLE TRUST

I report to the trustees on my examination of the financial statements of Beit Shvidler Primary School Charitable Trust (the charity) for the year ended 31 August 2020.

Responsibilities and basis of report

As the trustees of the charity (and also its directors for the purposes of company law) you are responsible for the preparation of the financial statements in accordance with the requirements of the Companies Act 2006 (the 2006 Act).

Having satisfied myself that the financial statements of the charity are not required to be audited under Part 16 of the 2006 Act and are eligible for independent examination, I report in respect of my examination of the charity’s financial statements carried out under section 145 of the Charities Act 2011 (the 2011 Act) . In carrying out my examination I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the 2011 Act.

Independent examiner's statement

Since the charity’s gross income exceeded £250,000 your examiner must be a member of a body listed in section 145 of the 2011 Act. I confirm that I am qualified to undertake the examination because I am a member of the Institute of Chartered Accountants in England and Wales (ICAEW) , which is one of the listed bodies.

I have completed my examination. I confirm that no matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:

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 financial statements to be reached.

Berish Hoffman ACA

325-327 Oldfield Lane North Greenford Middlesex UB6 0FX

Dated: 24 May 2021

BEIT SHVIDLER PRIMARY SCHOOL CHARITABLE TRUST (A COMPANY LIMITED BY GUARANTEE) STATEMENT OF FINANCIAL ACTIVITIES INCLUDING INCOME AND EXPENDITURE ACCOUNT

FOR THE YEAR ENDED 31 AUGUST 2020

Unrestricted
Restricted
TotalUnrestricted
Restricted
funds
funds
funds
funds
2020
2020
2020
2019
2019
Notes
£
£
£
£
£
Income from:
Donations and legacies
2
354,728
49,474
404,202
375,433
51,118
Charitable activities
3
39,618
-
39,618
9,245
-
Investments
4
145
-
145
310
-
Total income
394,491
49,474
443,965
384,988
51,118
Expenditure on:
Raising funds
5
28,316
-
28,316
21,066
-
Charitable activities
6
480,217
57,272
537,489
428,414
25,470
Total resources
expended
508,533
57,272
565,805
449,480
25,470
Net outgoing
resources before
transfers
(114,042)
(7,798)
(121,840)
(64,492)
25,648
Gross transfers
between funds
27,565
(27,565)
-
-
-
Net expenditure for the year/
Net movement in funds
(86,477)
(35,363)
(121,840)
(64,492)
25,648
Fund balances at 1
September 2019
48,249
51,893
100,142
112,741
26,245
Fund balances at 31
August 2020
(38,228)
16,530
(21,698)
48,249
51,893
Total
2019
£
426,551
9,245
310
436,106
21,066
453,884
474,950
(38,844)
-
(38,844)
138,986
100,142

The statement of financial activities includes all gains and losses recognised in the year.

All income and expenditure derive from continuing activities.

The statement of financial activities also complies with the requirements for an income and expenditure account under the Companies Act 2006.

BEIT SHVIDLER PRIMARY SCHOOL CHARITABLE TRUST (A COMPANY LIMITED BY GUARANTEE) BALANCE SHEET

AS AT 31 AUGUST 2020

2020
Notes
£
Fixed assets
Tangible assets
10
Current assets
Debtors
11
8,321
Cash at bank and in hand
151,284
159,605
Creditors: amounts falling due within
one year
13
(181,303)
Net current (liabilities)/assets
Total assets less current liabilities
Income funds
Restricted funds
14
Unrestricted funds
2019
£
£
-
6,496
249,260
255,756
(186,753)
(21,698)
(21,698)
16,530
(38,228)
(21,698)
£
31,139
69,003
100,142
51,893
48,249
100,142

The company is entitled to the exemption from the audit requirement contained in section 477 of the Companies Act 2006, for the year ended 31 August 2020.

The directors acknowledge their responsibilities for ensuring that the charity keeps accounting records which comply with section 386 of the Act and for preparing financial statements which give a true and fair view of the state of affairs of the company as at the end of the financial year and of its incoming resources and application of resources, including its income and expenditure, for the financial year in accordance with the requirements of sections 394 and 395 and which otherwise comply with the requirements of the Companies Act 2006 relating to financial statements, so far as applicable to the company.

The members have not required the company to obtain an audit of its financial statements for the year in question in accordance with section 476.

These financial statements have been prepared in accordance with the provisions applicable to companies subject to the small companies regime.

The financial statements were approved by the Trustees on 23 May 2021

Mr. P Baker Trustee

Mr. D Wynne Trustee

Company Registration No. 05951295

BEIT SHVIDLER PRIMARY SCHOOL CHARITABLE TRUST (A COMPANY LIMITED BY GUARANTEE) NOTES TO THE FINANCIAL STATEMENTS

FOR THE YEAR ENDED 31 AUGUST 2020

1 Accounting policies

Charity information

Beit Shvidler Primary School Charitable Trust is a private company limited by guarantee incorporated in England and Wales. The registered office is 325-327 Oldfield Lane North, Greenford, Middx, UB6 OFX.

1.1 Accounting convention

The financial statements have been prepared in accordance with the charity's governing document, the Companies Act 2006 and “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)” (as amended for accounting periods commencing from 1 January 2016). The charity is a Public Benefit Entity as defined by FRS 102.

The charity has taken advantage of the provisions in the SORP for charities applying FRS 102 Update Bulletin 1 not to prepare a Statement of Cash Flows.

The financial statements are prepared in sterling , which is the functional currency of the charity. Monetary a mounts in these financial statements are rounded to the nearest £.

The financial statements have been prepared under the historical cost convention, modified to include the revaluation of freehold properties and to include investment properties and certain financial instruments at fair value. The principal accounting policies adopted are set out below.

1.2 Going concern

These financial statements are prepared on the going concern basis. The trustees have a reasonable expectation that the charity will continue in operational existence for the foreseeable future due to a successful post-year end fundraising campaign. Nevertheless, the trustees have made aware the principal organisation to which it makes donations that the charity's ability to financially support that organisation are dependent on the charity's own ability to continue as a going concern.

1.3 Charitable funds

Unrestricted funds are available for use at the discretion of the trustees in furtherance of their charitable objectives.

Restricted funds are subject to specific conditions by donors as to how they may be used. The purposes and uses of the restricted funds are set out in the notes to the financial statements.

1.4 Income

Income is recognised when the charity is legally entitled to it after any performance conditions have been met, the amounts can be measured reliably, and it is probable that income will be received.

Cash donations are recognised on receipt. Other donations are recognised once the charity has been notified of the donation, unless performance conditions require deferral of the amount. Income tax recoverable in relation to donations received under Gift Aid or deeds of covenant is recognised at the time of the donation.

Grants are included in the statement of financial activities on receivable basis. The balance of income received for specific purposes but not expended during the period is shown in the relevant funds on the balance sheet. Where income is received in advance of meeting any performance-related conditions there is not unconditional entitlement to the income and its recognition is deferred and included in creditors as deferred income until the performance-related conditions are met. Where entitlement occurs before income is received, the income is accrued.

BEIT SHVIDLER PRIMARY SCHOOL CHARITABLE TRUST (A COMPANY LIMITED BY GUARANTEE) NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)

FOR THE YEAR ENDED 31 AUGUST 2020

1 Accounting policies

(Continued)

1.5 Expenditure

Expenditure is recognised once there is a legal or constructive obligation to transfer economic benefit to a third party, it is probable that a transfer of economic benefits will be required in settlement and the amount of the obligation can be measured reliably.

1.6 Tangible fixed assets

Tangible fixed assets are initially measured at cost and subsequently measured at cost or valuation, net of depreciation and any impairment losses.

Depreciation is recognised so as to write off the cost or valuation of assets less their residual values over their useful lives on the following bases:

Playground and equipment 10% Straight Line Fixtures and fittings 20% Straight Line Office & computers 33% Straight Line

The gain or loss arising on the disposal of an asset is determined as the difference between the sale proceeds and the carrying value of the asset, and is recognised in net income/(expenditure) for the year.

1.7 Impairment of fixed assets

At each reporting end date, the charity reviews the carrying amounts of its tangible assets to determine whether there is any indication that those assets have suffered an impairment loss. If any such indication exists, the recoverable amount of the asset is estimated in order to determine the extent of the impairment loss (if any ) .

1.8 Cash and cash equivalents

Cash and cash equivalents include cash in hand, deposits held at call with banks, other short-term liquid investments with original maturities of three months or less, and bank overdrafts. Bank overdrafts are shown within borrowings in current liabilities.

1.9 Financial instruments

The charity has elected to apply the provisions of Section 11 ‘Basic Financial Instruments’ and Section 12 ‘Other Financial Instruments Issues’ of FRS 102 to all of its financial instruments.

Financial instruments are recognised in the charity's balance sheet when the charity becomes party to the contractual provisions of the instrument.

Financial assets and liabilities are offset, with the net amounts presented in the financial statements, when there is a legally enforceable right to set off the recognised amounts and there is an intention to settle on a net basis or to realise the asset and settle the liability simultaneously.

Basic financial assets

Basic financial assets, which include debtors and cash and bank balances, are initially measured at transaction price including transaction costs and are subsequently carried at amortised cost using the effective interest method unless the arrangement constitutes a financing transaction, where the transaction is measured at the present value of the future receipts discounted at a market rate of interest. Financial assets classified as receivable within one year are not amortised.

BEIT SHVIDLER PRIMARY SCHOOL CHARITABLE TRUST (A COMPANY LIMITED BY GUARANTEE) NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 AUGUST 2020

1 Accounting policies

(Continued)

Basic financial liabilities

Basic financial liabilities, including creditors and bank loans are initially recognised at transaction price unless the arrangement constitutes a financing transaction, where the debt instrument is measured at the present value of the future p aymen ts discounted at a market rate of interest. Financial liabilities classified as payable within one year are not amortised.

Debt instruments are subsequently carried at amortised cost, using the effective interest rate method.

Trade creditors are obligations to pay for goods or services that have been acquired in the ordinary course of operations from suppliers. Amounts payable are classified as current liabilities if payment is due within one year or less. If not, they are presented as non-current liabilities. Trade creditors are recognised initially at transaction price and subsequently measured at amortised cost using the effective interest method.

Derecognition of financial liabilities

Financial liabilities are derecognised when the charity’s contractual obligations expire or are discharged or cancelled.

2 Donations and legacies

Unrestricted
Restricted
funds
funds
2020
2020
£
£
Donations and gifts
354,728
-
Grants
-
49,474
354,728
49,474
TotalUnrestricted
Restricted
funds
funds
2020
2019
2019
£
£
£
354,728
375,433
-
49,474
-
51,118
404,202
375,433
51,118
Total
2019
£
375,433
51,118
426,551

3 Charitable activities

2020 2019
£ £
Hall hire 39,618 9,245

BEIT SHVIDLER PRIMARY SCHOOL CHARITABLE TRUST (A COMPANY LIMITED BY GUARANTEE) NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)

FOR THE YEAR ENDED 31 AUGUST 2020

4 Investments

5 UnrestrictedUnrestricted
funds
funds
2020
2019
£
£
Interest receivable
145
310
Raising funds
Unrestricted
Total
funds
2020
2019
£
£
Fundraising
Hall hire expenses
28,316
3,066
Dinner expenses
-
18,000
28,316
21,066

BEIT SHVIDLER PRIMARY SCHOOL CHARITABLE TRUST (A COMPANY LIMITED BY GUARANTEE) NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)

FOR THE YEAR ENDED 31 AUGUST 2020

6 Charitable activities

Depreciation and impairment
Educational supplies
Agency supply staff
Premises costs
Donations to Beit Shvidler Primary School
Sundries
Share of support costs (see note 7)
Share of governance costs (see note 7)
Analysis by fund
Unrestricted funds
Restricted funds
Support costs
Support
costs
Governance
costs
£
£
Audit and accountancy
fees
-
3,756
Professional fees
5,103
-
Premises costs
-
-
5,103
3,756
Analysed between
Charitable activities
5,103
3,756
2020
£
3,756
5,103
-
8,859
8,859
2020
£
-
6,546
910
12,828
501,254
7,092
528,630
5,103
3,756
537,489
480,217
57,272
537,489
Support
costs
Governance
costs
£
£
-
4,452
6,329
-
742
-
7,071
4,452
7,071
4,452
2019
£
25,470
1,735
4,185
20,261
390,516
194
442,361
7,071
4,452
453,884
428,414
25,470
453,884
2019
£
4,452
6,329
742
11,523
11,523

7 Support costs

8 Trustees

None of the trustees (or any persons connected with them) received any remuneration , reimbursement of expenses or benefits from the charity during the year.

BEIT SHVIDLER PRIMARY SCHOOL CHARITABLE TRUST (A COMPANY LIMITED BY GUARANTEE) NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)

FOR THE YEAR ENDED 31 AUGUST 2020

9 Employees

The average monthly number of employees during the year was:

2020 2019
Number Number
Total - -
10 Tangible fixed assets
Playground Fixtures and Office & Total
and equipment fittings computers
£ £ £ £
Cost
At 1 September 2019 72,267 60,447 22,202 154,916
Disposals (72,267) (60,447) (22,202) (154,916)
At 31 August 2020 - - - -
Depreciation and impairment
At 1 September 2019 43,221 58,353 22,202 123,776
Eliminated in respect of disposals (43,221) (58,353) (22,202) (123,776)
At 31 August 2020 - - - -
Carrying amount
At 31 August 2020 - - - -
At 31 August 2019 29,045 2,094 - 31,139
11 Debtors
2020 2019
Amounts falling due within one year: £ £
Prepayments and accrued income 8,321 6,496

12 Cash at Bank

Cash at bank includes £4,046 (2019: £37,096) earmarked for premises maintenance and £NIL (2019: £2,000) relating to refundable deposits received from parents.

Cash at bank also includes £16,530 (2019: £27,374) held in a restricted fund, relating to capital grants received.

BEIT SHVIDLER PRIMARY SCHOOL CHARITABLE TRUST (A COMPANY LIMITED BY GUARANTEE) NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)

FOR THE YEAR ENDED 31 AUGUST 2020

13 Creditors: amounts falling due within one year

Trade creditors
Amounts owed to fellow group undertakings
Other creditors
Accruals and deferred income
2020
£
2,984
175,057
200
3,062
181,303
2019
£
10,140
175,057
1,000
556
186,753

BEIT SHVIDLER PRIMARY SCHOOL CHARITABLE TRUST (A COMPANY LIMITED BY GUARANTEE) NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)

FOR THE YEAR ENDED 31 AUGUST 2020

14 Restricted funds

Movement in funds Movement in funds Movement in funds
Balance at Income Expenditure Balance at Income Expenditure Transfers Balance at
1 September 1 September 31 August
2018 2019 2020
£ £ £ £ £ £ £ £
Restricted Fund 26,245 51,118 (25,470) 51,893 49,474 (57,272) (27,565) 16,530

Restricted funds relate to Devolved Formula Capital grants received. These funds are restricted to be used for capital expenditure.

BEIT SHVIDLER PRIMARY SCHOOL CHARITABLE TRUST (A COMPANY LIMITED BY GUARANTEE) NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)

FOR THE YEAR ENDED 31 AUGUST 2020

15
Analysis of net assets between funds
Unrestricted
funds
Restricted
funds
2020
2020
£
£
Fund balances at 31
August 2020 are
represented by:
Tangible assets
-
-
Current assets/
(liabilities)
(38,228)
16,530
(38,228)
16,530
TotalUnrestricted
funds
Restricted
funds
2020
2019
2019
£
£
£
-
31,139
-
(21,698)
17,110
51,893
(21,698)
48,249
51,893
Total
2019
£
31,139
69,003
100,142

16 Related party transactions

Creditors include an amount of £1 75,057 (201 9 : £1 75,057 ) due to The Jewish Secondary Schools Movement, which owns the premises, used rent free by the school.

During the year, the charity received donations totalling £ 15,715 (201 9: 20,610) from the Trustees.

The charity within the year, donated its fixed assets to the Beit Shvidler Primary School.

17 Ultimate Parent Undertaking and Controlling Party

The ultimate parent undertaking and controlling party is The Jewish Secondary Schools Movement, charity registration number 313109.