CHARITY COMMISSION FOR ENGLAND AND WALES Trustees, Annual Report for the period From 1 August 2021 Period start date To 31 July 2022 Period end date Charity name: BEIT SHEMESH LEADERSHIP FOUNDATION Charity registration number: 1125041 Objective5 and Activitie5 SORP roferenca Summary of the purposes of the charity as set out in its overnin document Surnmary of the main activities in relation lo those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. Para 1.17 To advance the orthodox Jewish faith and orthodox Jewish religious education Para 1.17ana 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 inclu(Jing Ohr Avraham Institute for Jewish Studies in Belt Shemesh Israel. The Trustees confirm that they have complied wth the duty in the Charities Act to have due regard to the Charity Commissions general guidance on public benefrt. statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit Para 1,18 Addltlonal Informatlon loptlonal) You ma choose to include further statements where relevant about. SORP refer￿ce Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related Investment Para 1.38 ContriLyJtian made by volunteers other Achievements and Performance SORP reference The charity received grants and made donations for the acfvancement of the orthodox Jewish faith and orthodox Jewish religious education including Ohr Avraham Institute for Jew15h Studies In Belt Shemesh, Israel Summary of the main achievements ofthe charity, identifying the difference the charity's work has made to the circumstances of r(5 beneficiaries and any ￿der benefits to society as a whole. Par8 1.20 Additional information (optional) You ma choose to include further statements where relevant about= Achievements against objectives Set P8ra 1.41 Performance offundraising activities against objectives set P8ra 1.41 Investment perforrronce against objectives Para 1.41 Other Financial Review Review of the charity's financial posrtion at the end of the eriod Statement explaining the policy for holding reserves statin are held Amount of reserves held Reasons for holding zero reserves Details of fund materially in deficit Explanation of any uncertainties about the charity continuing as a going concern Para 1.21 The charity remains in a positive financial position at the end of the period. Para 1.22 The charity will not make grants if it lacks funds and attempts to maintain three to six rnonth5 expenditure in reserve. Para 1.22 £15,946 Para 1.22 Pare 1.24 Para 1.23 Additional information (optional) You ma choose to include further statements where relevant about= The charity'5 principal source of funding 15 by personal 3pproach to known individuals 3nd friends who support the objectives of the charity. The charty's principal sources of funds (including any fundraising) Para 1.47 Investment policy and objectives including any social investment policy adopted Para 1.46 A description of the principal risks facing the charty Para 1.46 Other structure, Governance and Management Description of charty's trusts.. Type of governing document P8r8 1.25 Declaration of Trust How is the charty constituted? P8r8 1.25 Trust Trustee 5eleGtion methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or rrv)re trustees Para 1.25 Appointed by existing Trustees Additional information (optional) You ma choose to include further statements where relevant about= Policies and procedures adopted for the induction and training of trustees Para 1.51 The charty's organisational structure and any wider ne￿ork wth which the charity works Para 1.51 Relationship wth any related parties Para 1.51 Other Reference and Administrative details Chari name Other name the chari uses istered charit number Charity's principal address BEIT SHEMESH LEADERSHIP FOUNDATION 1125041 10 Gloucester Gardens London NWII 9AB Names of the charity trustees who manage the charity Dates acted if not forwhole ear Trustee name Offlce1Sf any) Name of person lor bodyl entitle toa oint trustee Joshua Jacob Adler Jacob Prys Joseph Adler Chair 10 12 13 14 15 16 17 18 19 20 Cor orate trustees - names of the directors at the date the re Dirèctor namè ortwasa roved Name of trustees holding title to propety belonging to the charity Trustee name Dates acted if not forwhole ear Funds held as custodian trUSt￿S on behalf of others Description of the assets held in this capacity Na￿ 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 ke ersonnel details other o tional 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) Joseph Adler Chair Date 1615J23 |**Charity Name**|**No (if any)**||| |---|---|---|---| |**1125041**
**BEIT SHEMESH LEADERSHIP FOUNDATION**|||| |**Receipts andpayments accounts**|||**CC16a**| |1-Aug-21
Period start date
**For the period**
**from**|31-Jul-22
Period end date
**To**||| |**Section A Receipts and payments**|**Section A Receipts and payments**|||||| |---|---|---|---|---|---|---| |**A1 Receipts**|**Unrestricted**
**funds**
**to the nearest**
**£**
**32,811**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**32,811**
**-**
**-**
**-**
**32,811**
**26,400**
**-**
**3,650**
**-**
**-**
**-**
**-**
**-**
**-**
**30,050**
**-**
**-**
**-**
**30,050**
**2,761**
**-**
**13,185**
**15,946**|**Restricted**
**funds**
**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**Endowment**
**funds**
**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**Total funds**
**to the nearest £**
**32,811**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**32,811**
**-**
**-**
**-**
**32,811**
**26,400**
**-**
**3,650**
**-**
**-**
**-**
**-**
**-**
**-**
**30,050**
**-**
**-**
**-**
**30,050**
**2,761**||**Last year**
**to the nearest £**| |Donations|**32,811**|||||**21,890**| ||**-**|||||| ||**-**|||||**-**| ||**-**|||||**-**| ||**-**|||||**-**| ||**-**|||||**-**| ||**-**|||||**-**| ||**-**|||||**-**| |**_Sub total_**_(Gross income for_
_AR)_|**32,811**|||||**21,890**| |||||||| |**A2 Asset and investment sales,**
**(see table).**||||||| ||**-**|||||| ||**-**|||||**-**| |**_Sub total_**|**-**|||||**-**| |**_Total receipts_**
**A3 Payments**||||||| |||||||**21,890**| |||||||| |Grants|**26,400**|||||**22,375**| |Loan|**-**|||||**-**| |Lecture expenses|**3,650**|||||**1,050**| ||**-**|||||**-**| ||**-**|||||**-**| ||**-**|||||**-**| ||**-**|||||**-**| ||**-**|||||**-**| ||**-**|||||**-**| |**_Sub total_ **|**30,050**|||||**23,425**| |||||||| |**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_**||||||| |||||||**23,425**| |||||||| ||**2,761**|**-**|**-**|**2,761**||**- 1,535**| ||**-**|**-**|**-**|**-**||**-**| ||**13,185**|**-**|**-**|**13,185**||**14,720**| ||**15,946**|**-**|**-**|**15,946**||**13,185**| CCXX R1 accounts (SS) 5/19/2023 1 |**Section B Statement of assets and liabilities at**|**Section B Statement of assets and liabilities at**|**Section B Statement of assets and liabilities at**|**the end of the period**|**the end of the period**|**the end of the period**|**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**|**Details**
**Details**
**_Total cash funds_**
(agree balances with receipts and payments
account(s))||**Unrestricted**
**funds**
**to nearest £**||**Restricted**
**funds**
**to nearest £**||**Endowment**
**funds**
**to nearest £**| ||||**15,946**||**-**||**-**| ||||**-**||**-**||**-**| ||||**-**||**-**||**-**| ||||**15,946**||**-**||**-**| ||||||||OK| ||||||||**Endowment**
**funds**
**to nearest £**| ||||**-**||**-**||**-**| ||||**-**||**-**||**-**| ||||**-**||**-**||**-**| ||||**-**||**-**||**-**| ||||**-**||**-**||**-**| ||||**-**||**-**||**-**| ||Signature
**Details**
**Details**
**Details**||**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||||**Current value**
**(optional)**| ||||||||**-**| ||||||||**-**| ||||||||**-**| ||||||||**-**| ||||||||**-**| ||||||||**Current value**
**(optional)**| ||||||||**-**| ||||||||**-**| ||||||||**-**| ||||||||**-**| ||||||||**-**| ||||||||**-**| ||||||||**-**| ||||||||**-**| ||||||||**-**| ||||||||**When due**
**(optional)**| ||||||||| ||||||||| ||||||||| ||||||||| ||||||||| ||||||||| ||||||||Date of
approval| ||||Joseph Adler||||5/16/2023| ||||||||| CCXX R2 accounts (SS) 5/19/2023 2 **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 2022 **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: - examine the accounts under section 145 of the Charities Act, - 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 - 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 examiner's statement** - In connection with my examination, no material matters have come to my attention ( ~~other than that disclosed below~~ *) which gives me cause to believe that in, any material respect: - the accounting records were not kept in accordance with section 130 of the Charities Act; or - the accounts did not accord with the accounting records; or - the accounts did 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 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. - _Please delete the words in the brackets if they do not apply._ **Signed:** **Date:** 16/5/23 **Name:** BERTHA SCHONBERG **Relevant professional qualification(s) or body (if any):** **Address:** 56 Northumberland Street Salford M7 4DG ## **Section B Disclosure** Only complete if the examiner needs to highlight material matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners). 2 **IER** **December 2017** **Give here brief details of any items that the examiner wishes to disclose** . 3 **IER** **December 2017**