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2023-07-31-accounts

Trustees’ Annual Report for the period

From 1 August 2022 Period start date To 31 July 2023 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 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 Summary of the main Para 1.20 Jewish Studies in Beit Shemesh, Israel. 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.

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.
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 £15,946
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
Additional information (optional)
You may choose to include further statements		 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 Para 1.51 and training of trustees The charity’s organisational structure and any wider Para 1.51 network with which the charity works Relationship with any related Para 1.51 parties Other

Reference and Administrative details

Charity name BEIT SHEMESH LEADERSHIP FOUNDATION
Other name the charity uses
Registered charity number 1125041
Charity’s principal address 6 Queens Drive
Manchester M25 0HR.

Names of the charity trustees who manage the charity

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20		 Trustee name Office (if any) Dates acted if not for whole
year		 Name of person (or body) entitled
to appoint trustee(if any)
Joshua Jacob Adler
Jacob Prys
Joseph Adler Chair Resigning31stMay2024
David Roberts Appointed 20thMarch 2024
David Sipper Appointed 20thMarch 2024

– 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)

Names and addresses of advisers (Optional information) Names and addresses of advisers (Optional information) Names and addresses of advisers (Optional information)
Type of
adviser
Name
Address
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
Joseph Adler


Chair
22/5/24
22/5/24
Charity Name No (if any)
1125041
BEIT SHEMESH LEADERSHIP FOUNDATION
Receipts andpayments accounts CC16a
Period start date
For the period
from
1-Aug-22		 Period end date
To
31-Jul-23
Section A Receipts and payments Section A Receipts and payments
A1 Receipts Unrestricted
funds
to the nearest
£
25,378
-
-
-
-
-
-
-
25,378
-
-
-
25,378
24,200
-
3,886
-
-
-
-
-
-
28,086
-
-
-
28,086
- 2,708
-
15,946
13,238		 Restricted
funds
to the nearest £
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-		 Endowment
funds
to the nearest £
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-		 Total funds
to the nearest £
25,378
-
-
-
-
-
-
-
25,378
-
-
-
25,378
24,200
-
3,886
-
-
-
-
-
-
28,086
-
-
-
28,086
- 2,708		 Last year
to the nearest £
Donations 25,378 32,811
-
- -
- -
- -
- -
- -
- -
Sub total(Gross income for
AR)		 25,378 32,811
A2 Asset and investment sales,
(see table).
-
- -
Sub total - -
Total receipts
A3 Payments
32,811
Grants 24,200 26,400
Loan - -
Lecture expenses 3,886 3,650
- -
- -
- -
- -
- -
- -
**Sub total ** 28,086 30,050
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
30,050
- 2,708 - - - 2,708 2,761
- - - - -
15,946 - - 15,946 13,185
13,238 - - 13,238 15,946

CCXX R1 accounts (SS)

5/23/2024

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
B5 Liabilities
B3 Investment assets
B2 Other monetary assets
B4 Assets retained for the
charity’s own use
B1 Cash funds		 Details
Total cash funds
(agree balances with receipts and payments
account(s))
Details		 Unrestricted
funds
to nearest £		 Restricted
funds
to nearest £		 Endowment
funds
to nearest £
13,238 - -
- - -
- - -
13,238 - -
OK
Endowment
funds
to nearest £
- - -
- - -
- - -
- - -
- - -
- - -
Details
Details
Details
Signature		 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
Signature
Joseph Adler 5/22/2024

CCXX R2 accounts (SS)

5/23/2024

2

Independent examiner's report on the accounts CHARITY COMMISSION FOR ENGLAND AND WALES Seclion A Independent Examiner's Report Report to the trusteesl members of BEIT SHEMESH LEADERSHIP FOUNDATION On accounts for tho year anded 31 July 2023 Charlty no {If any) 1125041 Set out on pago8 Respectlve responsibilitlel of trusteos and exarnlnor The charity's trustees are responsible for the preparation of the ac¢ount3. The charity's trustees consider that an audit is not required for this year under section 144 of the Charities Act 2011 ("Ihe Charities Act.) and that an independent examination is needed. Delele I l if not 8pplicable. It is my responsibility to.. examine the accounts under s8Ction 145 of the Charit18s Act, lo follow the procedures laid down in the general Directions given by the Charity Commission (under section 145151(b) of the Charities Act. and to slate whether particular matters have come to my attention 8asls of Indèpendent My examination was carried out in accordance with general Directions given examiner's statement 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 pres8nl a 'true and fair, view and the report is limited lo those matters sel out in the statement below. IER December 2017

Indapendent In connection wrth my examination, no material matters have come to my examiner's statement attention { ") which gives me cause to believe thal 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 wrth the acGounting records,. or the accounts did not comply with the applicable requirements Con￿rning the fomi 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. ' Ple8se delele Ihe wonls in the brackets if Ihey do not apply. Slgned: Date: 2215124 Name: BERTHA SCHONBERG Rolovant professlonal quallflcatlon{s) or body (if any>: Address: 56 Northumberland Street Salford M7 4DG Se¢lion B Disclosure Only complete if the examiner needs to highlight material matters of concem Isee CC32, Independent examination of charity accounts: directions and guidance forexaminers). IER December 2017