2024-03-31-accounts - Shevet Achim UK

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SHEVET ACHIM UK

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REPORT AND ACCOUNTS FOR THE YEAR ENDING 31[st] MARCH 2024

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C Management Services 69 Velindre Road Whitchurch Cardiff CF14 2TF

SHEVET ACHIM UK

FOR THE PERIOD ENDED 31[st] MARCH 2024 CHARITY INFORMATION

Trustees:	Peter James
	Christopher Cheshire
	Christine Willcocks
	David Willcocks
	Sally Williams
Principal Address:	PO Box 979
	Taunton
	TA1 9PS
Governing Document:	Declaration of Trust dated 29thMarch 2008
	and amended 30thSeptember 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
	Page
Charity Information	2
Trustees Report	3-5
Independent Examiners Report	6
Receipts and Payments Account	7
Balance Sheet	8

SHEVET ACHIM UK

REPORT OF THE TRUSTEES

FOR THE YEAR ENDING 31[ST ] MARCH 2024

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 ] 2024

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 relationship with Shevet Achim in Israel, an organisation which partners with teams of experts in the fields of humanitarian aid and cardiology, these being essential for the charity's objectives to continue being fulfilled. Since the Covid epidemic a few years ago, our income has dropped significantly but we have continued in our aim to help save lives among children with severe heart conditions in the charity’s 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 ] 2024, 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 and Gaza have received treatment, although since October 2023 it has not been possible to continue assisting children from Gaza. It is hoped that this assistance will resume in due course.

Our website, Shevet Achim UK, includes information about our work, opportunity to donate and a link to Shevet Achim’s main website, www.shevet.org, which is administered by Shevet Achim Israel, and 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 ] 2024 only 7% of its income was spent on such costs (e.g. printing, postage, bank transfer fees, exhibition stands, insurance, telephone bills, website

costs and dissemination of information). Any direct costs to the charity are met from 'nonspecific donations'. All specifically designated funds are utilised entirely in accordance with the donor's wishes and instructions.

Raising and sustaining awareness

Shevet Achim UK seeks to raise and sustain awareness through its website and through speaking engagements. We aim in future to issue newsletters to include items on Shevet Achim and its work, dates of meetings and engagements, and appeals for future speaking opportunities.

In November 2023, the charity had a stand at the Christian Resources Exhibition (CRE) in Brimingham, where we had conversations with the general public who attended in the hope of disseminating information and welcoming new supporters. We intend to exhibit at CRE Esher in 2025.

We have endeavoured to keep in touch with churches and groups who have supported the charity in the past and there has been positive interest shown through various speaking engagements.

Public Benefit

The charity has continued to endeavour in the year to 31[st ] March 2024 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 continued to maintain regular contact with the Israel based charity with which it works, Shevet Achim, in order to sustain important ties and relationships. When possible, trustees visit Shevet Achim Israel to update the charity on the on-going work there. Such visits are funded by the Trustees themselves and not by the charity. One of the Trustees volunteered at Shevet Achim at the end of the last financial year, and has used this experience to update the charity this past year.

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.

Annual Accounts:

We have used a bookkeeping practice to keep the accounts up to date on a regular basis. The accounts were 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 £1,000 in reserves at any one time, based on the fact that funds are transferred when monies in the bank account approach £10,500.

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, experience and knowledge therefore is usefully employed in these matters.

Signed as a true and accurate record …………………………… Date 18/12/24 Pd Grnuc Peter James Chairman / Trustee

For Shevet Achim UK

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 2024, which are set out on page 7.

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

Paul Burnell ACMI 18[th] December 2024

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 2024

RECEIPTS Gift Aid Donations Gift Aid HMRC reclaim Non Gift Aid Donations Total Receipts PAYMENTS Bank charges Insurance Professional fees Admin costs Shevet Achim – Israel Room Hire Travel & Subsistence Exhibition costs Less amount included in last year Total payments Net Receipts/(Payments) Balance at 1stApril 2023 Balance at 31st March 2024	2024 £ 2023 £ 4,115 4,395 1,956 40,737 37,002
	44,852 43,353 60 260 140 958 38,400 156 - 1,389 - 122 259 140 951 50,000 27 95 472 (177)
	41,363 51,889 3,489 2,050 (8,536) 10,586 5,539 2,050

Balance Sheet as at 31[st] March 2024

Fixed Assets Nil Current Assets: Cash at bank 5,539

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

Date: 18[th] December 2024