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2025-03-31-accounts

SHEVET ACHIM UK

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REPORT AND ACCOUNTS FOR THE YEAR ENDING 31[st] MARCH 2025

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C Management Services 69 Velindre Road Whitchurch Cardiff CF14 2TF

SHEVET ACHIM UK

FOR THE PERIOD ENDED 31[st] MARCH 2025

CHARITY INFORMATION

Trustees: Peter James
Christopher Cheshire
Ronald Samuel Treby (appointed 5thDecember 2024)
Christine Gail Willcocks (resigned 5thDecember 2024)
David Willcocks (resigned 5thDecember 2024)
Sally Williams

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

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CONTENTS
Page
Charity Information 2
Trustees Report 3-5
Independent Examiners Report 6
Receipts and Payments Account 7
Balance Sheet 8

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SHEVET ACHIM UK

REPORT OF THE TRUSTEES

FOR THE YEAR ENDING 31[ST] MARCH 2025

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 31[st] March 2025:

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 31[st] March 2025, 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 many parts of the Middle East, including the West Bank, 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 when there is a cease-fire, this assistance will be able to recommence in the future

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 31[st] March 2025 only 3% of its income was spent on such costs (e.g. printing, postage, bank transfer fees, exhibition stands, insurance, telephone bills, website costs and

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dissemination of information). Any direct costs to the charity are met from 'non-specific 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 issue newsletters to include items on Shevet Achim and its work, dates of meetings and engagements, and appeals for future speaking opportunities.

During the year we confirmed plans to exhibit at the Christian Resources Exhibition in Esher later 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 2025 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 increase 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 during the 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:

Our Treasurer keeps the accounts up to date on a regular basis. The accounts have been examined by an Independent Examiner at the end of the financial year before submission to the Charities Commission.

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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

…………………………………………. Pd Tans Peter James

Date 15[th] January 2026

Chairman / Trustee

For Shevet Achim UK

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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 2025, 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:

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:

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 15[th] January 2026

For and on behalf of:

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

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SHEVET ACHIM UK

RECEIPTS AND PAYMENTS ACCOUNT

FOR THE PERIOD ENDED 31[st] MARCH 2025

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 2024

Balance at 31st March 2025
2025
£
2024
£
3,712
4,115
65,154
40,737
68,866
44,852
105
277
140
1,203
66,500
182
67
412
-
60
260
140
958
38,400
156
-
1,389
-
68,886
41,363
(20)
5,539
3,489
2,050
5,519
5,539

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Balance Sheet as at 31[st] March 2025

Fixed Assets Nil Current Assets: Cash at bank 5,519

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

Date: 15[th] January 2026

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