## **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** |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(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