Independent examiner's report on the accounts
Section A Independent Examiner’s Report
Report to the trustees/ Charity Name BEIT SHEMESH LEADERSHIP FOUNDATION members of On accounts for the year 31 July 2020 Charity no 1125041 ended (if any) Set out on pages 1 - 2 (remember to include the page numbers of additional sheets)
Respective responsibilities of trustees and examiner
The charity's trustees are responsible for the preparation of the accounts. The charity’s trustees consider that an audit is not required for this year under section 144 of the Charities Act 2011 (“the Charities Act”) and that an independent examination is needed. ~~[The charity~~ ’ ~~s gross income exceeded £250,000 and I am qualified to undertake the examination by being a qualified member of [named body]].~~ Delete [ ] if not applicable.
It is my responsibility to:
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examine the accounts under section 145 of the Charities Act,
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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
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to state whether particular matters have come to my attention
Basis of independent examiner’s statement
My examination was carried out in accordance with general Directions given 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.
1
IER
December 2017
Independent In connection with my examination, no material matters have come to my examlner's statement attention I ") which gives me cause to believe that in, any material respect". the accounting records were not kept in accordan wrth section 130 of the Charrties Act.. or the accounts did not accord with the accounting records., or the accounts did not comply with the applicable requirements OnrnIng the form and content of accounts sel out In the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a llrue and fair, view which is nol a matter considered as part of an independent examination I 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 lo be reached Please d81ete the words in the brackels if Ihey do not apply. Signed: Date: 1915121 Name: BERTHA SCHONBERG Relevant profesllonal qualification(81 or body Ilf any): Address: 56 Northumbedand Street Salford M7 4DG Section B Oisclosure Only complete il the examiner needs to highlight matenal matters ol concein (see CC32, Independent examination of Charity accounts: dlrections and guidonee for examiners). IER December 2017
Give here brief details of any items that the examiner wishes to disclose .
3
IER
December 2017
| Charity Name | No (if any) | ||
|---|---|---|---|
| 1125041 BEIT SHEMESH LEADERSHIP FOUNDATION |
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| Receipts andpayments accounts | CC16a | ||
| 01-Aug-19 Period start date For the period from |
31-Jul-20 Period end date To |
Section A Receipts and payments
| A1 Receipts | Unrestricted funds to the nearest £ 30,984 - - - - - - - 30,984 - - - 30,984 15,840 - 3,920 - - - - - - 19,760 - - - 19,760 11,224 - 3,496 14,720 |
Restricted funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - |
Endowment funds to the nearest £ |
Total funds to the nearest £ 30,984 - - - - - - - 30,984 - - - 30,984 15,840 - 3,920 - - - - - - 19,760 - - - 19,760 11,224 |
Total funds to the nearest £ 30,984 - - - - - - - 30,984 - - - 30,984 15,840 - 3,920 - - - - - - 19,760 - - - 19,760 11,224 |
Last year to the nearest £ |
|---|---|---|---|---|---|---|
| Donations | 30,984 | - - - - - - - - - |
30,984 | 28,418 | ||
| - | - | |||||
| - | - | - | ||||
| - | - | - | ||||
| - | - | - | ||||
| - | - | - | ||||
| - | - | - | ||||
| - | - | - | ||||
| Sub total(Gross income for AR) |
30,984 | 30,984 | 28,418 | |||
| A2 Asset and investment sales, (see table). |
||||||
| - | - - - |
- | ||||
| - | - | - | ||||
| Sub total | - | - | - | |||
| Total receipts A3 Payments |
||||||
| - | 30,984 | 28,418 | ||||
| Grants | 15,840 | - - - - - - - - - - |
15,840 | 30,570 | ||
| Loan | - | - | - | |||
| Lecture expenses | 3,920 | 3,920 | 2,180 | |||
| - | - | - | ||||
| - | - | - | ||||
| - | - | - | ||||
| - | - | - | ||||
| - | - | - | ||||
| - | - | - | ||||
| **Sub total ** | 19,760 | 19,760 | 32,750 | |||
| A4 Asset and investment purchases, (see table) |
||||||
| - | - - - |
- | ||||
| - | - | |||||
| **Sub total ** | - | - | - | |||
| Total payments Net of receipts/(payments) A5 Transfers between funds A6 Cash funds last year end Cash funds this year end |
||||||
| - | 19,760 | 32,750 | ||||
| 11,224 | - | - | 11,224 |
- 4,332 | ||
| - | - | - - |
- | - | ||
| 3,496 | - | 3,496 | 7,828 | |||
| 14,720 | - | - | 14,720 | 3,496 |
CCXX R1 accounts (SS)
19/05/2021
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 B1 Cash funds B2 Other monetary assets B4 Assets retained for the charity’s own use B5 Liabilities B3 Investment assets |
Signature Details Details Details Details Total cash funds (agree balances with receipts and payments account(s)) Details |
Unrestricted funds Restricted funds to nearest £ to nearest £ 14,720 - - - - - 14,720 - 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 Joseph Adler |
Endowment funds to nearest £ |
|---|---|---|---|
| - | |||
| - | |||
| - | |||
| - | |||
| OK | |||
| Endowment funds to nearest £ |
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| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
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| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| When due (optional) |
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| Date of approval |
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| Joseph Adler | 19/05/2021 | ||
CCXX R2 accounts (SS)
19/05/2021
2
Trustees’ Annual Report for the period
From 1 August 2019 Period start date To 31 July 2020 Period end date Charity name: BEIT SHEMESH LEADERSHIP FOUNDATION Charity registration number: 1125041
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | To advance the orthodox Jewish faith and orthodox Jewish religious education |
| Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. |
Para 1.17 and 1.19 |
The trustees considered the Charity Commission guidance on public benefit and in fulfilment thereof provided scholarships and student grants and funded lecture programmes for the advancement of the orthodox Jewish faith and orthodox Jewish religious education including Ohr Avraham Institute for Jewish Studies in Beit Shemesh, Israel. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | The Trustees confirm that they have complied with the duty in the Charities Act to have due regard to the Charity Commissions general guidance on public benefit. |
Additional information (optional) You may choose to include further statements where relevant about:
SORP reference Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by volunteers Other
Achievements and Performance
| SORP reference | ||
|---|---|---|
| Summary of the main achievements of the 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. |
Para 1.20 | The charity received grants and made donations for the advancement of the orthodox Jewish faith and orthodox Jewish religious education including Ohr Avraham Institute for Jewish Studies in Beit Shemesh, Israel. |
Additional information (optional) You may choose to include further statements where relevant about:
| Achievements against objectives set |
Para 1.41 | |
| Performance of fundraising activities against objectives set |
Para 1.41 | |
| Investment performance against objectives |
Para 1.41 | |
| Other |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | The charity remains in a positive financial position at the end of the period. Whilst Covid-19 has affected the level of lectures during the year, the Trustees are satisfied that there should be no long- term adverse effects that would impact the going concern status of the charity. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | The charity will not make grants if it lacks funds and attempts to maintain three to six months expenditure in reserve. |
| Amount of reserves held | Para 1.22 | £3,496 |
| Reasons for holding zero reserves |
Para 1.22 | |
| Details of fund materially in deficit |
Para 1.24 | |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 |
| Details of fund materially in deficit Para 1.24 Explanation of any uncertainties about the charity continuing as a going concern Para 1.23 |
Details of fund materially in deficit Para 1.24 Explanation of any uncertainties about the charity continuing as a going concern Para 1.23 |
|
|---|---|---|
| Additional information (optional) You may choose to include further statements |
where relevant about: | |
| The charity’s principal sources of funds (including any fundraising) |
Para 1.47 | The charity's principal source of funding is by personal approach to known individuals and friends who support the objectives of the charity. |
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | |
| A description of the principal risks facing the charity |
Para 1.46 | |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Declaration of Trust |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | Trust |
| Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees |
Para 1.25 | Appointed by existing Trustees |
Additional information (optional) You may choose to include further statements where relevant about:
| Policies and procedures adopted for the induction and training of trustees |
Para 1.51 | |
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | |
| Relationship with any related parties |
Para 1.51 | |
| Other |
Reference and Administrative details
| Charity name | BEIT SHEMESH LEADERSHIP FOUNDATION |
|---|---|
| Other name the charity uses | |
| Registered charity number | 1125041 |
| Charity’s principal address | 10 Gloucester Gardens London NW11 9AB |
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Trustee name | Office (if any) | Dates acted if not for whole **year ** |
Name of person (or body) entitled to appoint trustee (ifany) |
|---|---|---|---|---|
| Joshua Jacob Adler | ||||
| Jacob Prys | ||||
| Joseph Adler | Chair | |||
– Corporate trustees names of the directors at the date the report was approved
Director name
Name of trustees holding title to property belonging to the charity
Trustee name Dates acted if not for whole year
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
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
| Signature(s) Full name(s) Position (eg Secretary, Chair, etc) Date |
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|---|---|---|
| Joseph Adler | ||
Chair |
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| 19/5/21 | ||
| 19/5/21 |