2021-03-31-accounts

SHEVET ACHIM UK

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REPORT AND ACCOUNTS FOR THE YEAR ENDING 31[st] MARCH 2021

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C Management Services 69 Velindre Road Whitchurch Cardiff CF14 2TF

SHEVET ACHIM UK

FOR THE PERIOD ENDED 31[st] MARCH 2021

CHARITY INFORMATION

Trustees:

Clive Owen (resigned 05/11/20) Peter James Christopher Cheshire Lynwen Evans (resigned 05/11/20) Christine Willcocks (appointed 10/09/20) David Willcocks (appointed 10/09/20) Sally Williams (appointed 12/1/21)

Principal Address:

PO Box 979 Taunton TA1 9PS

Governing Document:

Declaration of Trust dated 29[th] March 2008 and amended 30[th] September 2008

Charity Number:

1126426

Bankers:

Lloyds Bank 7 Manor Way Chepstow Monmouthshire NP16 5HZ

Independent Examiner:

Paul Burnell ACMI C Management Services 69 Velindre Road Whitchurch CARDIFF CF14 2TF

CONTENTS

CONTENTS
	Page
Charity Information	2
Trustees Report	3-5
Independent Examiners Report	6
Receipts and Payments Account	7
Balance Sheet	7

SHEVET ACHIM UK

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REPORT OF THE TRUSTEES

FOR THE YEAR ENDING 31[ST] MARCH 2021

Objectives:

'The relief from poverty and sickness of people in areas of conflict in developing and third world countries, and in particular, but not exclusively, poor underprivileged children, by providing and / or arranging for low cost or free medical aid and treatment and by any other means the Trustees consider appropriate.'

Summary of Achievements and Performance for the year to March 31[st] 2021

In line with its founding objectives, the charity helped during the year to sponsor children from the Middle East with congenital heart defects, in order to enable them to have access to life-saving treatment for their condition. The charity has maintained throughout the year its relationships with teams of experts in the fields of humanitarian aid and cardiology, these being essential for the charity's objectives to continue being fulfilled. During the especially difficult year the charity's donation income reached £117,030, a figure substantially up on the previous year's income. This increase in income was partly due to a large legacy but regular donations also increased. This has enabled the charity to continue in its aim of helping to save lives among children with severe heart conditions in its areas of operation in the Middle East.

Sponsoring children with heart defects to have access to urgent treatment.

During the year to March 31[st] 2021, the charity has adhered to one of its main objectives by providing financial support for cardiac treatment and associated hospital fees for children and young adults with congenital and rheumatic heart disease from those areas of operation stated in the charity's mandate. To achieve this, the charity liaises with a team at a charity known as Shevet Achim Israel, with whom it has worked in close co-operation for many years. The team at Shevet Achim seek out children in the region in need of urgent medical intervention, and arrange for them to have access to essential specialist treatment at hospitals in Israel. Such cardiac care and intervention is offered at greatly reduced cost by partnering teams of heart surgeons and specialists, whose goal it is to help the children of their neighbours in the Middle East to have access to treatments for chronic heart conditions in specialist units. Due to generosity of sponsors/donors children from Kurdistan, Gaza and refugee camps in Syria have received treatment.

The web site www.shevet.org administered by Shevet Achim Israel, carries current information with regard to such treatments, and this information is updated almost daily. Shevet Achim UK endeavours to ensure its supporters are well informed and by speaking to various groups throughout the United Kingdom, the charity aims to raise the awareness of its work and thereby encourage donations and regular giving in order to be able to assist as many young lives as possible.

To this end, the charity always strives to keep its running costs and expenses to a minimum, and during the year to March 31[st] 2021 only a small percentage of its income was spent on such costs (e.g. printing, postage, and dissemination of information). Any direct costs to the charity are met from 'non-specific donations'. All specifically

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designated funds are utilised entirely in accordance with the donor's wishes and instructions.

Raising and sustaining awareness

During this difficult year we have continued to inform supporters and others of our work mainly by email and social media. We hope soon to recommence regular newsletters printed and/or by email. We are developing our own unique logo, distinct from but linked in with Shevet Israel.This will help promote our identity.

The charity also has its own unique webpage on Shevet Achim's website www.shevet.org/uk, and carries diary dates, information on the charities vision and downloadable newsletters and forms. However we are looking at creating our own website with a link to Shevet Israel

Trust Matters

Clive Owen, our founding Chairman and inspiration, retired in November, as did Elaine Owen who acted as administrator. Peter James, a founding trustee, took over as chairman. We were delighted to welcome David and Gail Willcocks to the board as administrators. And then the Board was further strengthened with the inclusion of Sally Williams, our former secretary,

Public Benefit

The charity has endeavoured in the year to 31[st] March 2021 to engage with people in order to encourage awareness concerning the importance of reconciliation and unity, two vital elements of its vision, reiterated by its name Shevet Achim, meaning brothers dwelling together in unity, and by its work in helping children and young adults in need of life saving treatment to access such medical care in Israel, and also through their accompanying parent or parents being cared for and interacting with their 'neighbours'.

Resulting relationships can only help to greater understanding, tolerance and reconciliation in this otherwise tense region.

Maintaining Strong Relationships

The charity has maintained regular contact with the Jaffa/Tel Aviv based charity with which it works, Shevet Achim, maintaining important ties and relationships. When possible, trustees visit Shevet Achim Israel to update the charity on the on going work there. We hope that this may happen again once the Covid restrictions are eased. Such visits are funded by the Trustees themselves and not by the charity.

The Trust also seeks to form new relationships with groups and supporters throughout the United Kingdom, and, when approached by supporters about volunteering at Shevet Achim, the charity encourages such people to apply direct to Shevet Achim Israel, it being a completely separate entity.

Such visits are also a demonstration of encouragement and support for the parent or parents of the children who come to Israel for specialist treatment, and this is essential to fulfil the charity's aims in encouraging good relationships and trust between peoples from different cultures and backgrounds.

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Annual Accounts:

We use a bookkeeping practice to keep the accounts up to date on a regular basis. The accounts are then examined by an independent examiner at the end of the financial year before submission to the Charities Commission.

Grant Policy:

One of the charity's aims is to keep a minimum of £1000 in reserves at any one time, based on the fact that funds are transferred every few months, subject to bank fees and charges being cost effective.

As regards recipients of the grants, these are judged on the direction of the donors or, if in general funds, based on the experience and relationships with co-workers based in Israel. All monies granted are subject to proof of expenditure from the end user. It is not felt at present that a formal application process for the grants should be introduced as the Trustees keep abreast of all matters relating to the charity. The Trustees' expertise and knowledge therefore is used in these matters.

For Shevet Achim UK

Signed as a true and accurate record.

Mr Peter James Chairman / Trustee Date: 15[th] June 2021

INDEPENDENT EXAMINERS REPORT

TO THE TRUSTEES OF SHEVET ACHIM UK

I report on the accounts of the Trust for the period ended 31[st] March 2021, which are set out on page 7.

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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(2) of the Charities Act 2011 (the 2011 Act) and that an independent examination is needed.

It is my responsibility to:

• examine the accounts under section 145 of the 2011 Act;

• to follow the procedures laid down in the general Directions given by the Charity Commission under section 145(5)(b) of the 2011 Act; and

• to state whether particular matters have come to my attention.

Basis of independent examiner's report

My examination was carried out in accordance with the 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 you as 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.

Independent examiner's statement

In connection with my examination, no matter has come to my attention:

(1) which gives me reasonable cause to believe that in any material respect the requirements:

• to keep accounting records in accordance with section 130 of the 2011 Act; and

• to prepare accounts which accord with the accounting records and comply with the accounting requirements of the 2011 Act

have not been met; or

(2) to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.

Paul Burnell ACMI

10[th] July 2020

For and on behalf of:

C Management Services (trading name of C Mgmnt Services Ltd) 69 Velindre Road Cardiff CF14 2TF

SHEVET ACHIM UK

RECEIPTS AND PAYMENTS ACCOUNT FOR THE PERIOD ENDED 31[st] MARCH 2021

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2021 £ 2020 £ RECEIPTS Gift Aid Donations 16,105 17,756 Gift Aid HMRC reclaim 4,449 4,716 Non Gift Aid Donations 96,476 42,118 Total Receipts 117,030 64,590 PAYMENTS Bank charges Insurance Professional fees Stationery, printing, phone, postage Shevet Achim – Israel 195 254 840 353 112,100 120 254 840 424 62,050 Total payments 113,742 63,688 Net Receipts/(Payments) Balance at 1stApril 2020 3,288 2,011 902 1,109 B B Balance at 31stMarch 2021 5,299 2,011 Balance Sheet as at 31st March 2021 Fixed Assets Nil Current Assets: Cash at bank 5,299 Net Assets 5,299	2021 £ 2020 £ 16,105 17,756 4,449 4,716 96,476 42,118	2021 £ 2020 £ 16,105 17,756 4,449 4,716 96,476 42,118
	117,030 64,590 195 254 840 353 112,100 120 254 840 424 62,050
	113,742 63,688 3,288 2,011 902 1,109
		5,299 2,011
		Nil 5,299 5,299

Approved by the Trustees and signed by Peter James (Chair of Trustees)

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Date: 15[th] June 2021

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