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2020-11-30-accounts

CHARITY REGISTRATION NUMBER: 1127977

Yesamach Levav Trust Financial Statements 30 November 2020

SUGARWHITE MEYER ACCOUNTANTS LTD

Chartered accountants& statutory auditor First Floor 94 Stamford Hill London N16 6XS

Yesamach Levav Trust

Financial Statements

Year ended 30 November 2020

Page
Trustees' annual report 1
Independent auditor's report to the members 5
Statement of financial activities 8
Statement of financial position 9
Statement of cash flows 10
Notes to the financial statements 11

Yesamach Levav Trust

Trustees' Annual Report

Year ended 30 November 2020

The trustees present their report and the financial statements of the charity for the year ended 30 November 2020.

Reference and administrative details

Registered charity name Yesamach Levav Trust Charity registration number 1127977 Principal office 160 Holmleigh Road London N16 5PY The trustees Mr M.H. Bindinger Rabbi N. B. Bindinger Auditor Sugarwhite Meyer Accountants Ltd Chartered accountants & statutory auditor First Floor 94 Stamford Hill London N16 6XS Bankers Metro Bank Plc 1 Southhampton Row London C1B 5HA National Westminster 198 Stoke Newington High Street London N16 7GA

Structure, governance and management

Organisational structure

The charity is controlled by local trustees who are very familiar with all the charitable causes that the charity supports. Regular meetings are held to review and discuss the charity's activities. All trustees give of their time freely, and no remuneration or expenses were paid to any trustee during the year.

Risk management

The trustees have a duty to identify and review the risks to which the charity is exposed and to ensure appropriate controls are in place to provide reasonable assurance against fraud and error.

Governing document

The charity was set up by Trust Deed dated 1st December 2008 and commenced activities immediately thereafter.

- 1 -

Yesamach Levav Trust

Trustees' Annual Report (continued)

Year ended 30 November 2020

Structure, governance and management (continued)

Grant making policy

The trustees obtain details of all requests for assistance and ensure that good recommendations are received before any payments are made. This is usually by way of a letter of recommendation by the applicant's minister or other known religious leader. In the case of applications by charities, the collecting agent's references are verified.

Recruitment and appointment of new trustees

It is not currently the intention of the trustees of the charity to appoint new trustees. Should this situation change in the future, the trustees will apply suitable recruitment and training procedures.

Related parties

Details of transactions with related parties are disclosed in the notes to the financial statements. Rabbi N. Bindinger a trustee of Yesamach Levav Trust is also a trustee of British Friends of Mosdos Tchernobel and Kehal Charedim Trust; and Rabbi M.H Bindinger a trustee of Yesamach Levav Trust is also the secretary of Tchernobel Foundation Ltd, a charity based in the UK.

Objectives and activities

Charitable objectives

The charity's objective is to raise funds, collect donations and apply the funds and income for the benefit of charitable purposes and particularly for the purpose of the advancement of the orthodox Jewish religious faith and education; the relief of poverty, sickness and infirmity amongst members of the Jewish faith and such other purpose as are charitable according to English law.

The charity is organised so that the trustees meet regularly to manage its affairs. The charity has on average 6 (6 in 2019) employees but most activities are done on a voluntary basis.

The charity also makes loans for charitable purposes. All such requests are carefully scrutinised by the trustees.

Public benefit

The trustees of the charity confirm that they have considered The Charity Commission's general guidance on public benefit and the requirements of Section 4 of the Charities Act 2011 in this area, in particular public benefit guidance on advancing education, when reviewing the charity's aims and objectives, and in planning future activities and setting grant making policy for the year.

Achievements and performance

Review of activities and achievements

The trustees consider the performance of the charity during the year to be satisfactory not withstanding the decrease in donations and COVID 19 lockdowns . Donations receivable decreased by £875,821(2019 on 2018 ££2,636,824)from £3,766,611 in 2019 to £2,890,790 this year, a decrease of approximately 23% on last year (2019 on 2018 41% decrease). Substantial funds were granted to individuals and institutions during the year from the contributions received from donors. This year it made grants to various causes totalling £3,217,429 (2019 £3,703,564). A fall of 11.6%(43% 2019 on 2018)

- 2 -

Yesamach Levav Trust

Trustees' Annual Report (continued)

Year ended 30 November 2020

Achievements and performance (continued)

Funds collected were distributed helping causes in the UK, Israel, and elsewhere as follows: to other charitable organisations 45% (2019 35%); to various poor and needy causes including helping victims of disasters, man made or natural, people in distress, poor widows and orphans 34% (2019 44%) ; giving medical help 1% (2019 5%) and to religious organisations 5% (2019 9%); Educational Institutions 13%(2019 7%)and towards building fund 3% (2019 1%).

Fundraising functions were held during the year to raise the profile of the charity and awareness of its plans and objectives. Similar functions are planned to be held on a regular basis.

Financial review

Reserve policy

It is the charity's policy that only funds that have cleared the bank be allowed to be used as payment for grants and donations. The trustees therefore ensure that the charity retains sufficient funds to cover immediate anticipated outgoings. They have contact at all times with potential donors who are able to assist with the charity's requirements. Reserves at the year end is £196,952.

COVID-19 effect on Fundraising

The outbreak of the COVID-19 during 2020 has presented the charity with some challenges regarding fundraising, which has seen a fall. The trustees believe this will continue for some time and represents uncertainty to the revenue of the charity in the next 12 months. The Trustees have the ability to exercise control over the charity's grant making charitable activities such that the trustees believe the charity will continue as a going concern.

Investment policy and objectives

In accordance with its trust deed the trustees have the power, at their absolute discretion, to make any investment, that they think fit. In this regard the trustees regularly review the charity's position and needs in respect of investment policy and invest excess funds to produce income and safeguard the interest of the charity. The charity has a 12.44% in The Tech Meadow Ltd, a syndicated property investment company. The joint venture investment is managed by P4i Ltd, a property development and management company.

Plans for future periods

The trustees anticipate that the charity will continue on a similar basis in the foreseeable future and there are no plans for any major changes.

Statement as to disclosure of information to auditors

In so far as the trustees are aware:

- 3 -

Yesamach Levav Trust

Trustees' Annual Report (continued)

Year ended 30 November 2020

Events after the end of the reporting period

Particulars of events after the reporting date are detailed in note 27 to the financial statements.

Trustees' responsibilities statement

The trustees are responsible for preparing the trustees' report and the financial statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice).

The law applicable to charities in England and Wales requires the charity trustees to prepare financial statements for each year which give a true and fair view of the state of affairs of the charity and of the incoming resources and application of resources, of the charity for that period.

In preparing these financial statements, the trustees are required to:

The trustees are responsible for keeping adequate accounting records that are sufficient to show and explain the charity's transactions and disclose with reasonable accuracy at any time the financial position of the charity and enable them to ensure that the financial statements comply with the Charities Act 2011, the applicable Charities (Accounts and Reports) Regulations, and the provisions of the Trust Deed. They are also responsible for safeguarding the assets of the charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

The trustees' annual report was approved on 3 December 2021 and signed on behalf of the board of trustees by:

Rabbi N. B. Bindinger Trustee

- 4 -

Yesamach Levav Trust

Independent Auditor's Report to the Members of Yesamach Levav Trust

Year ended 30 November 2020

Opinion

We have audited the financial statements of Yesamach Levav Trust (the 'charity') for the year ended 30 November 2020 which comprise the statement of financial activities, statement of financial position, statement of cash flows and the related notes, including a summary of significant accounting policies. The financial reporting framework that has been applied in their preparation is applicable law and United Kingdom Accounting Standards, including FRS 102 The Financial Reporting Standard applicable in the UK and Republic of Ireland (United Kingdom Generally Accepted Accounting Practice).

In our opinion the financial statements:

Basis for opinion

We conducted our audit in accordance with International Standards on Auditing (UK) (ISAs (UK)) and applicable law. Our responsibilities under those standards are further described in the auditor's responsibilities for the audit of the financial statements section of our report. We are independent of the charity in accordance with the ethical requirements that are relevant to our audit of the financial statements in the UK, including the FRC’s Ethical Standard, and the provisions available for small entities, in the circumstances set out below, and we have fulfilled our other ethical responsibilities in accordance with these requirements. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our opinion.

In common with many other businesses of our size and nature we use our auditors to prepare and submit returns to the tax authorities and assist with the preparation of the financial statements.

Conclusions relating to going concern

We have nothing to report in respect of the following matters in relation to which the ISAs (UK) require us to report to you where:

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Yesamach Levav Trust

Independent Auditor's Report to the Members of Yesamach Levav Trust (continued)

Year ended 30 November 2020

Other information

The other information comprises the information included in the annual report, other than the financial statements and our auditor’s report thereon. The trustees are responsible for the other information. Our opinion on the financial statements does not cover the other information and, except to the extent otherwise explicitly stated in our report, we do not express any form of assurance conclusion thereon.

In connection with our audit of the financial statements, our responsibility is to read the other information and, in doing so, consider whether the other information is materially inconsistent with the financial statements or our knowledge obtained in the audit or otherwise appears to be materially misstated. If we identify such material inconsistencies or apparent material misstatements, we are required to determine whether there is a material misstatement in the financial statements or a material misstatement of the other information. If, based on the work we have performed, we conclude that there is a material misstatement of this other information, we are required to report that fact.

We have nothing to report in this regard.

Matters on which we are required to report by exception

In the light of the knowledge and understanding of the charity and its environment obtained in the course of the audit, we have not identified material misstatements in the trustees' report.

We have nothing to report in respect of the following matters in relation to which the Charities Act 2011 requires us to report to you if, in our opinion:

Responsibilities of trustees

As explained more fully in the trustees' responsibilities statement, the trustees are responsible for the preparation of the financial statements and for being satisfied that they give a true and fair view, and for such internal control as the trustees determine is necessary to enable the preparation of financial statements that are free from material misstatement, whether due to fraud or error.

In preparing the financial statements, the trustees are responsible for assessing the charity's ability to continue as a going concern, disclosing, as applicable, matters related to going concern and using the going concern basis of accounting unless the trustees either intend to liquidate the charity or to cease operations, or have no realistic alternative but to do so.

Auditor's responsibilities for the audit of the financial statements

Our objectives are to obtain reasonable assurance about whether the financial statements as a whole are free from material misstatement, whether due to fraud or error, and to issue an auditor’s report that includes our opinion. Reasonable assurance is a high level of assurance, but is not a guarantee that an audit conducted in accordance with ISAs (UK) will always detect a material misstatement when it exists. Misstatements can arise from fraud or error and are considered material if, individually or in the aggregate, they could reasonably be expected to influence the economic decisions of users taken on the basis of these financial statements.

- 6 -

Yesamach Levav Trust

Independent Auditor's Report to the Members of Yesamach Levav Trust (continued)

Year ended 30 November 2020

As part of an audit in accordance with ISAs (UK), we exercise professional judgment and maintain professional scepticism throughout the audit. We also:

We communicate with those charged with governance regarding, among other matters, the planned scope and timing of the audit and significant audit findings, including any significant deficiencies in internal control that we identify during our audit.

Use of our report

This report is made solely to the charity's members, as a body, in accordance with section 144 of the Charities Act 2011 and regulations made under section 154 of that Act. Our audit work has been undertaken so that we might state to the charity's members those matters we are required to state to them in an auditor's report and for no other purpose. To the fullest extent permitted by law, we do not accept or assume responsibility to anyone other than the charity and the charity's members as a body, for our audit work, for this report, or for the opinions we have formed.

First Floor 94 Stamford Hill London N16 6XS

Sugarwhite Meyer Accountants Ltd Chartered accountants & statutory auditor

3 December 2021

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Yesamach Levav Trust

Statement of Financial Activities

Year ended 30 November 2020

2020 2019
Unrestricted Restricted
funds funds Total funds Total funds
Note £ £ £ £
Income and endowments
Donations and legacies 4 2,890,790 2,890,790 3,766,611
Investment income 5 3 3 2,762
Other income 6 3,000 3,000 3,000
ৄৄৄৄৄৄৄৄৄৄৄৄ ৄৄৄৄ ৄৄৄৄৄৄৄৄৄৄৄৄ ৄৄৄৄৄৄৄৄৄৄৄৄ
Total income 2,893,793 2,893,793 3,772,373
৶৶৶৶৶৶৶৶৶৶৶৶ ৶৶৶৶ ৶৶৶৶৶৶৶৶৶৶৶৶ ৶৶৶৶৶৶৶৶৶৶৶৶
Expenditure
Expenditure on raising funds:
Costs of raising donations and
legacies 7 27,172 27,172 23,006
Expenditure on charitable activities 8,9 3,268,051 24,408 3,292,459 3,715,768
Other expenditure 12 481
ৄৄৄৄৄৄৄৄৄৄৄৄ ৄৄৄৄৄৄৄৄ ৄৄৄৄৄৄৄৄৄৄৄৄ ৄৄৄৄৄৄৄৄৄৄৄৄ
Total expenditure 3,295,223 24,408 3,319,631 3,739,255
৶৶৶৶৶৶৶৶৶৶৶৶ ৶৶৶৶৶৶৶৶ ৶৶৶৶৶৶৶৶৶৶৶৶ ৶৶৶৶৶৶৶৶৶৶৶৶
ৄৄৄৄৄৄৄৄৄৄৄৄ ৄৄৄৄৄৄৄৄ ৄৄৄৄৄৄৄৄৄৄৄৄ ৄৄৄৄৄৄৄৄৄৄৄৄ
Net (expenditure)/income and net
movement in funds (401,430) (24,408) (425,838) 33,118
৶৶৶৶৶৶৶৶৶৶৶৶ ৶৶৶৶৶৶৶৶ ৶৶৶৶৶৶৶৶৶৶৶৶ ৶৶৶৶৶৶৶৶৶৶৶৶
Reconciliation of funds
Total funds brought forward 598,382 24,408 622,790 589,672
ৄৄৄৄৄৄৄৄৄৄৄৄ ৄৄৄৄৄৄৄৄ ৄৄৄৄৄৄৄৄৄৄৄৄ ৄৄৄৄৄৄৄৄৄৄৄৄ
Total funds carried forward 196,952 196,952 622,790
৶৶৶৶৶৶৶৶৶৶৶৶ ৶৶৶৶৶৶৶৶ ৶৶৶৶৶৶৶৶৶৶৶৶ ৶৶৶৶৶৶৶৶৶৶৶৶

The statement of financial activities includes all gains and losses recognised in the year. All income and expenditure derive from continuing activities.

The notes on pages 11 to 22 form part of these financial statements.

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Yesamach Levav Trust

Statement of Financial Position

30 November 2020

2020 2019
Note £ £ £
Fixed assets
Tangible fixed assets 17 1,730 2,340
Current assets
Debtors 18 62,239 108,589
Investments 19 100,000 100,000
Cash at bank and in hand 98,487 425,904
ৄৄৄৄৄৄৄৄৄ ৄৄৄৄৄৄৄৄৄ
260,726 634,493
Creditors: amounts falling due within one year 20 15,504 14,043
ৄৄৄৄৄৄৄৄৄ ৄৄৄৄৄৄৄৄৄ
Net current assets 245,222 620,450
ৄৄৄৄৄৄৄৄৄ ৄৄৄৄৄৄৄৄৄ
Total assets less current liabilities 246,952 622,790
Creditors: amounts falling due after more than
one year 21 50,000
ৄৄৄৄৄৄৄৄৄ ৄৄৄৄৄৄৄৄৄ
Net assets 196,952 622,790
৶৶৶৶৶৶৶৶৶ ৶৶৶৶৶৶৶৶৶
Funds of the charity
Restricted funds 24,408
Unrestricted funds 196,952 598,382
ৄৄৄৄৄৄৄৄৄ ৄৄৄৄৄৄৄৄৄ
Total charity funds 23 196,952 622,790
৶৶৶৶৶৶৶৶৶ ৶৶৶৶৶৶৶৶৶

These financial statements were approved by the board of trustees and authorised for issue on 3 December 2021, and are signed on behalf of the board by:

Rabbi N. B. Bindinger Trustee

The notes on pages 11 to 22 form part of these financial statements.

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Yesamach Levav Trust

Statement of Cash Flows

Year ended 30 November 2020

2020 2019
£ £
Cash flows from operating activities
Net (expenditure)/income (425,838) 33,118
Adjustments for:
Depreciation of tangible fixed assets 610 807
Government grant income (36,095)
Dividends, interest and rents from investments (2,751)
Other interest receivable and similar income (3) (11)
Loss on disposal of tangible fixed assets 481
Accrued expenses 38,778 110,210
Changes in:
Trade and other debtors 8,507 400,707
Trade and other creditors 526 (132,737)
Other operating cash flow changes (481)
ৄৄৄৄৄৄৄৄৄ ৄৄৄৄৄৄৄৄৄ
Cash generated from operations (413,515) 409,343
Interest received 3 11
ৄৄৄৄৄৄৄৄৄ ৄৄৄৄৄৄৄৄৄ
Net cash (used in)/from operating activities (413,512) 409,354
৶৶৶৶৶৶৶৶৶ ৶৶৶৶৶৶৶৶৶
Cash flows from investing activities
Dividends, interest and rents from investments 2,751
Purchase of tangible assets (1,012)
Proceeds from sale of tangible assets 482
ৄৄৄৄৄৄৄৄৄ ৄৄৄৄৄৄৄৄৄ
Net cash from investing activities 2,221
৶৶৶৶৶৶৶৶৶ ৶৶৶৶৶৶৶৶৶
Cash flows from financing activities
Proceeds from borrowings 50,000
Government grant income 36,095
ৄৄৄৄৄৄৄৄৄ ৄৄৄৄৄৄৄৄৄ
Net cash from financing activities 86,095
৶৶৶৶৶৶৶৶৶ ৶৶৶৶৶৶৶৶৶
Net (decrease)/increase in cash and cash equivalents (327,417) 411,575
Cash and cash equivalents at beginning of year 425,904 14,329
ৄৄৄৄৄৄৄৄৄ ৄৄৄৄৄৄৄৄৄ
Cash and cash equivalents at end of year 98,487
৶৶৶৶৶৶৶৶৶
425,904
৶৶৶৶৶৶৶৶৶

The notes on pages 11 to 22 form part of these financial statements.

- 10 -

Yesamach Levav Trust

Notes to the Financial Statements

Year ended 30 November 2020

1. General information

The charity is a public benefit entity and a registered charity in England and Wales and is unincorporated. The address of the principal office is 160 Holmleigh Road, London, N16 5PY.

2. Statement of compliance

These financial statements have been prepared in compliance with FRS 102, 'The Financial Reporting Standard applicable in the UK and the Republic of Ireland', the Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (Charities SORP (FRS 102)) and the Charities Act 2011.

3. Accounting policies

Basis of preparation

The financial statements have been prepared on the historical cost basis, as modified by the revaluation of certain financial assets and liabilities and investment properties measured at fair value through income or expenditure.

The financial statements are prepared in sterling, which is the functional currency of the entity.

Going concern

There are no material uncertainties about the charity's ability to continue.

Judgements and key sources of estimation uncertainty

The preparation of the financial statements requires management to make judgements, estimates and assumptions that affect the amounts reported. These estimates and judgements are continually reviewed and are based on experience and other factors, including expectations of future events that are believed to be reasonable under the circumstances.

In the process of applying the entity's accounting policies no significant judgements or key sources of estimation were made by management that have the any significant effect on the amounts recognised in the financial statements .

Fund accounting

Unrestricted funds can be used in accordance with the charitable objectives at the discretion of the trustees.

Restricted funds can only be used for the particular restricted purposes within the objects of the charity. Restricted funds arise when specified by the donor or when funds are raised for particular restricted purposes.

- 11 -

Notes to the Financial Statements (continued)

Yesamach Levav Trust

Year ended 30 November 2020

3. Accounting policies (continued)

Incoming resources

All incoming resources are included in the statement of financial activities when entitlement has passed to the charity; it is probable that the economic benefits associated with the transaction will flow to the charity and the amount can be reliably measured. The following specific policies are applied to particular categories of income:

Resources expended

Expenditure is recognised on an accrual basis as a liability is incurred. Expenditure includes any VAT which cannot be fully recovered, and is reported as part of the expenditure to which it relates.

Cost of generating funds comprise the costs associated with attracting voluntary income.

Charitable expenditure comprises those costs incurred by the charity in the delivery of its activities and services for its beneficiaries. It includes both costs that can be allocated directly to such activities and those costs of an indirect nature necessary to support them.

Support costs are those costs incurred directly in support of expenditure on the objects of the charity.

Governance costs comprise all costs involving the public accountability of the charity and its compliance with regulation of good practice. The costs include costs related to statutory audit, direct governing costs.

Tangible assets

All fixed assets are initially recorded at cost.

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Yesamach Levav Trust

Notes to the Financial Statements (continued)

Year ended 30 November 2020

3. Accounting policies (continued)

Depreciation

Depreciation is calculated so as to write off the cost or valuation of an asset, less its residual value, over the useful economic life of that asset as follows:

Motor Vehicles - 25% reducing balance Fixtures & equipments - 25% reducing balance

Impairment of fixed assets

A review for indicators of impairment is carried out at each reporting date, with the recoverable amount being estimated where such indicators exist. Where the carrying value exceeds the recoverable amount, the asset is impaired accordingly. Prior impairments are also reviewed for possible reversal at each reporting date. For the purposes of impairment testing, when it is not possible to estimate the recoverable amount of an individual asset, an estimate is made of the recoverable amount of the cash-generating unit to which the asset belongs. The cash-generating unit is the smallest identifiable group of assets that includes the asset and generates cash inflows that largely independent of the cash inflows from other assets or groups of assets.

Government grants

Government grants are recognised at the fair value of the asset received or receivable. Grants are not recognised until there is reasonable assurance that the charity will comply with the conditions attaching to them and the grants will be received.

Where the grant does not impose specified future performance-related conditions on the recipient, it is recognised in income when the grant proceeds are received or receivable. Where the grant does impose specified future performance-related conditions on the recipient, it is recognised in income only when the performance-related conditions have been met. Where grants received are prior to satisfying the revenue recognition criteria, they are recognised as a liability.

Financial instruments

A financial asset or a financial liability is recognised only when the charity becomes a party to the contractual provisions of the instrument.

Basic financial instruments are initially recognised at the amount receivable or payable including any related transaction costs.

Current assets and current liabilities are subsequently measured at the cash or other consideration expected to be paid or received and not discounted.

Debt instruments are subsequently measured at amortised cost.

Where investments in shares are publicly traded or their fair value can otherwise be measured reliably, the investment is subsequently measured at fair value with changes in fair value recognised in income and expenditure. All other such investments are subsequently measured at cost less impairment.

- 13 -

Yesamach Levav Trust

Notes to the Financial Statements (continued)

Year ended 30 November 2020

3. Accounting policies (continued)

Financial instruments (continued)

Other financial instruments, including derivatives, are initially recognised at fair value, unless payment for an asset is deferred beyond normal business terms or financed at a rate of interest that is not a market rate, in which case the asset is measured at the present value of the future payments discounted at a market rate of interest for a similar debt instrument.

Other financial instruments are subsequently measured at fair value, with any changes recognised in the statement of financial activities, with the exception of hedging instruments in a designated hedging relationship.

Financial assets that are measured at cost or amortised cost are reviewed for objective evidence of impairment at the end of each reporting date. If there is objective evidence of impairment, an impairment loss is recognised under the appropriate heading in the statement of financial activities in which the initial gain was recognised.

For all equity instruments regardless of significance, and other financial assets that are individually significant, these are assessed individually for impairment. Other financial assets are either assessed individually or grouped on the basis of similar credit risk characteristics.

Any reversals of impairment are recognised immediately, to the extent that the reversal does not result in a carrying amount of the financial asset that exceeds what the carrying amount would have been had the impairment not previously been recognised.

4. Donations and legacies

Unrestricted Total Funds Unrestricted Total Funds
Funds 2020 Funds 2019
£ £ £ £
Donations
General donations 2,854,695 2,854,695 3,766,611 3,766,611
Grants
Government grant income 36,095 36,095
ৄৄৄৄৄৄৄৄৄৄৄৄ ৄৄৄৄৄৄৄৄৄৄৄৄ ৄৄৄৄৄৄৄৄৄৄৄৄ ৄৄৄৄৄৄৄৄৄৄৄৄ
2,890,790 2,890,790 3,766,611 3,766,611
৶৶৶৶৶৶৶৶৶৶৶৶ ৶৶৶৶৶৶৶৶৶৶৶৶ ৶৶৶৶৶৶৶৶৶৶৶৶ ৶৶৶৶৶৶৶৶৶৶৶৶
Investment income
Unrestricted Total Funds Unrestricted Total Funds
Funds 2020 Funds 2019
£ £ £ £
Income from syndicated JV investment
properties 2,751 2,751
Bank interest receivable 3 3 11 11
ৄৄৄৄ ৄৄৄৄ ৄৄৄৄৄৄৄ ৄৄৄৄৄৄৄ
3 3 2,762 2,762
৶৶৶৶ ৶৶৶৶ ৶৶৶৶৶৶৶ ৶৶৶৶৶৶৶

5. Investment income

- 14 -

Yesamach Levav Trust

Notes to the Financial Statements (continued)

Year ended 30 November 2020

6. Other income

Unrestricted Total Funds Unrestricted Total Funds
Funds 2020 Funds 2019
£ £ £ £
Donations in kind 3,000 3,000 3,000 3,000
৶৶৶৶৶৶৶ ৶৶৶৶৶৶৶ ৶৶৶৶৶৶৶ ৶৶৶৶৶৶৶

Donations in kind of £3,000 (2019 £3,000)is in respect of the charity's use of 160 Holmleigh Road, N16 5PY as its business address. This is the residence of Rabbi Bindinger, a trustee of the charity.

7. Costs of raising donations and legacies

Unrestricted Total Funds Unrestricted Total Funds
Funds 2020 Funds 2019
£ £ £ £
27,172
৶৶৶৶৶৶৶৶
27,172
৶৶৶৶৶৶৶৶
23,006
৶৶৶৶৶৶৶৶
23,006
৶৶৶৶৶৶৶৶

8. Expenditure on charitable activities by fund type

Unrestricted Restricted Total Funds
Funds Funds 2020
£ £ £
Grants to institutions 1,340,474 24,408 1,364,881
Poverty alleviation 738,831 738,831
Wedding grants 261,582 261,582
Building fund UK & Europe 80,060 80,060
Educational grants 415,378 415,378
Religious grants 140,088 140,088
Grants to individuals 57,947 57,947
Medical grants 158,662 158,662
Support costs 75,029 75,030
ৄৄৄৄৄৄৄৄৄৄৄৄ ৄৄৄৄৄৄৄৄ ৄৄৄৄৄৄৄৄৄৄৄৄ
3,268,051 24,408 3,292,459
৶৶৶৶৶৶৶৶৶৶৶৶ ৶৶৶৶৶৶৶৶ ৶৶৶৶৶৶৶৶৶৶৶৶
Unrestricted Restricted Total Funds
Funds Funds 2019
£ £ £
Grants to institutions 1,253,608 1,253,608
Poverty alleviation 995,039 995,039
Wedding grants 473,408 473,408
Building fund UK & Europe 36,799 36,799
Educational grants 249,739 249,739
Religious grants 324,491 324,491
Grants to individuals 129,992 129,992
Medical grants 181,480 181,480
Support costs 71,212 71,212
ৄৄৄৄৄৄৄৄৄৄৄৄ ৄৄৄৄ ৄৄৄৄৄৄৄৄৄৄৄৄ
3,715,768 3,715,768
৶৶৶৶৶৶৶৶৶৶৶৶ ৶৶৶৶ ৶৶৶৶৶৶৶৶৶৶৶৶

Poverty alleviation, Wedding grants, Grants to individuals and Medical grants are all grants to individuals. All other grants are to other charitable institutions in the UK and Overseas. Grants to institutions are as detailed in Note 11.

- 15 -

Yesamach Levav Trust

Notes to the Financial Statements (continued)

Year ended 30 November 2020

9. Expenditure on charitable activities by activity type

Activities
undertaken Total funds Total fund
directly Support costs 2020 2019
£ £ £ £
Grants to institutions 1,364,881 33,833 1,398,714 1,286,640
Poverty alleviation 738,831 10,087 748,918 1,005,741
Wedding grants 261,582 3,571 265,153 480,439
Building fund UK & Europe 80,060 6,681 86,741 36,799
Educational grants 415,378 1,967 417,345 252,340
Religious grants 140,088 808 140,896 326,431
Grants to individuals 57,947 12 57,959 131,458
General grants 208
Medical grants 158,662 2,167 160,829 183,508
Governance costs 15,904 15,904 12,204
ৄৄৄৄৄৄৄৄৄৄৄৄ ৄৄৄৄৄৄৄৄ ৄৄৄৄৄৄৄৄৄৄৄৄ ৄৄৄৄৄৄৄৄৄৄৄৄ
3,217,429 75,030 3,292,459 3,715,768
৶৶৶৶৶৶৶৶৶৶৶৶ ৶৶৶৶৶৶৶৶ ৶৶৶৶৶৶৶৶৶৶৶৶ ৶৶৶৶৶৶৶৶৶৶৶৶

10. Analysis of support costs

Analysis of
support costs
activity 1 Total 2020 Total 2019
£ £ £
Staff costs 43,286 43,286 40,498
Premises 7,410 7,410 10,279
General office 434
Finance costs 2,046
Governance costs 11,460 11,460 12,204
Support costs:Motor and travel costs 2,564
Printing postage and stationery 1,810 1,810 2,380
Support costs - Depreciation 610 610 807
ৄৄৄৄৄৄৄৄ ৄৄৄৄৄৄৄৄ ৄৄৄৄৄৄৄৄ
64,576 64,576 71,212
৶৶৶৶৶৶৶৶ ৶৶৶৶৶৶৶৶ ৶৶৶৶৶৶৶৶

Support costs common to all activities are apportioned equally to the activities.

- 16 -

Yesamach Levav Trust

Notes to the Financial Statements (continued)

Year ended 30 November 2020

11. Analysis of grants

Grants to institutions include grants to the following institutions in the UK, The U.S.A. and Israel:-

2020
£
Chelkas Yakov 26,326
Beis Ruchel school Antwerp 24,435
British Friends of MosdosTchernobel 48,850
Chasdei Shir 39,990
Chino Vechisdo Jerusalem 45,657
Ezer Leyoldos Ltd 63,100
Kolel Bais Yisroel D'Chaside Gur Jerusalem 61,365
Magen Vmoshia Hakeren Lavrechim 46,037
Meirim 31,746
Mivzar Hatorah Elad 88,941
Mikve Fund Antwerp 61,616
Mosdos Antwerpen VZW 20,130
Mosdot Vasloi 25,078
Oneg Shabbos Vyom Tov 106,500
Yeshivat Etz Chaim Wilrijk 252,991
Yismach Lev Tser 70,956
Other Institutional Grants Under 20,000 990,172
ৄৄৄৄৄৄৄৄৄৄৄৄ
2,003,890
৶৶৶৶৶৶৶৶৶৶৶৶

12. Other expenditure

Unrestricted Total Funds Unrestricted Total Funds
Funds 2020 Funds 2019
£ £ £ £
Loss on disposal of tangible fixed
assets held for charity's own use 481 481
৶৶৶৶ ৶৶৶৶ ৶৶৶৶ ৶৶৶৶
13. Net (expenditure)/income
Net (expenditure)/income is stated after charging/(crediting):
2020 2019
£ £
Depreciation of tangible fixed assets 610 807
Loss on disposal of tangible fixed assets 481
৶৶৶৶ ৶৶৶৶
14. Auditors remuneration
2020 2019
£ £
Fees payable for the audit of the financial statements 4,320 3,780
৶৶৶৶৶৶৶ ৶৶৶৶৶৶৶

- 17 -

Yesamach Levav Trust

Notes to the Financial Statements (continued)

Year ended 30 November 2020

15. Staff costs

The total staff costs and employee benefits for the reporting period are analysed as follows:

2020 2019
£ £
Wages and salaries 43,286
৶৶৶৶৶৶৶৶
40,497
৶৶৶৶৶৶৶৶

No trustee or persons connected to them received any remuneration or reimbursement of expenses.

The average head count of employees during the year was 6 (2019: 6). The average number of full-time equivalent employees during the year is analysed as follows:

2020 2019
No. No.
Number of staff 6 6
৶৶৶৶ ৶৶৶৶

No employee received employee benefits of more than £60,000 during the year (2019: Nil).

16. Trustee remuneration and expenses

No remuneration or other benefits from employment with the charity or a related entity were received by the trustees.

17. Tangible fixed assets

Motor
vehicles Equipment Total
£ £ £
Cost
At 1 December 2019 and 30 November 2020 3,000 3,782 6,782
৶৶৶৶৶৶৶ ৶৶৶৶৶৶৶ ৶৶৶৶৶৶৶
Depreciation
At 1 December 2019 1,735 2,707 4,442
Charge for the year 316 294 610
ৄৄৄৄৄৄৄ ৄৄৄৄৄৄৄ ৄৄৄৄৄৄৄ
At 30 November 2020 2,051 3,001 5,052
৶৶৶৶৶৶৶ ৶৶৶৶৶৶৶ ৶৶৶৶৶৶৶
Carrying amount
At 30 November 2020 949 781 1,730
৶৶৶৶৶৶৶ ৶৶৶৶৶৶৶ ৶৶৶৶৶৶৶
At 30 November 2019 1,265 1,075 2,340
৶৶৶৶৶৶৶ ৶৶৶৶৶৶৶ ৶৶৶৶৶৶৶
18. Debtors
2020 2019
£ £
Prepayments and accrued income 53,839 91,682
Other debtors 8,400 16,907
ৄৄৄৄৄৄৄৄ ৄৄৄৄৄৄৄৄৄ
62,239
৶৶৶৶৶৶৶৶
108,589
৶৶৶৶৶৶৶৶৶

- 18 -

Notes to the Financial Statements (continued)

Yesamach Levav Trust

Year ended 30 November 2020

19. Investments

2020 2019
£ £
Current asset investment 100,000
৶৶৶৶৶৶৶৶৶
100,000
৶৶৶৶৶৶৶৶৶

This represents 12.44% in investment in The Tech Meadow Limited, a joint venture property development company, acquired on the 26th April 2015 at a cost of £100,000.

20. Creditors: amounts falling due within one year

2020 2019
£ £
Accruals and deferred income 11,460 10,525
Social security and other taxes 460
Other creditors 3,584 3,518
ৄৄৄৄৄৄৄৄ ৄৄৄৄৄৄৄৄ
15,504 14,043
৶৶৶৶৶৶৶৶ ৶৶৶৶৶৶৶৶
21. Creditors: amounts falling due after more than one year
2020 2019
£ £
Bank loans and overdrafts 50,000
৶৶৶৶৶৶৶৶ ৶৶৶৶
22. Government grants
The amounts recognised in the financial statements for government grants are as follows:
2020 2019
£ £
Recognised in income from donations and legacies:
Government grants income 36,095
৶৶৶৶৶৶৶৶

৶৶৶৶

- 19 -

Yesamach Levav Trust

Notes to the Financial Statements (continued)

Year ended 30 November 2020

23. Analysis of charitable funds

Unrestricted funds

Unrestricted funds
At At
1 December 2 30 November
019 Income Expenditure 2020
£ £ £ £
General Funds 534,245 2,893,793 (3,295,223) 132,815
Gain on Investment disposal 64,137 64,137
ৄৄৄৄৄৄৄৄৄ ৄৄৄৄৄৄৄৄৄৄৄৄ ৄৄৄৄৄৄৄৄৄৄৄৄ ৄৄৄৄৄৄৄৄৄ
598,382 2,893,793 (3,295,223) 196,952
৶৶৶৶৶৶৶৶৶ ৶৶৶৶৶৶৶৶৶৶৶৶ ৶৶৶৶৶৶৶৶৶৶৶৶ ৶৶৶৶৶৶৶৶৶
At At
1 December 2 30 November
018 Income Expenditure 2019
£ £ £ £
General Funds 501,127 3,772,373 (3,739,255) 534,245
Gain on Investment disposal 64,137 64,137
ৄৄৄৄৄৄৄৄৄ ৄৄৄৄৄৄৄৄৄৄৄৄ ৄৄৄৄৄৄৄৄৄৄৄৄ ৄৄৄৄৄৄৄৄৄ
565,264
৶৶৶৶৶৶৶৶৶
3,772,373
৶৶৶৶৶৶৶৶৶৶৶৶
(3,739,255)
৶৶৶৶৶৶৶৶৶৶৶৶
598,382
৶৶৶৶৶৶৶৶৶

This represents funds generally spent or donated in furtherance of the charity's objective.

Restricted funds

Restricted funds
At At
1 December 2 30 November
019 Income Expenditure 2020
£ £ £ £
People in distress & Building Fund 24,408 (24,408)
৶৶৶৶৶৶৶৶ ৶৶৶৶ ৶৶৶৶৶৶৶৶ ৶৶৶৶
At At
1 December 2 30 November
018 Income Expenditure 2019
£ £ £ £
People in distress & Building Fund 24,408 24,408
৶৶৶৶৶৶৶৶ ৶৶৶৶ ৶৶৶৶ ৶৶৶৶৶৶৶৶

Restricted Funds represents funds from specific charities and spent or donated to a specific beneficiary as directed by each benefactor.

- 20 -

Yesamach Levav Trust

Notes to the Financial Statements (continued)

Year ended 30 November 2020

24. Analysis of net assets between funds

Unrestricted Restricted Total Funds
Funds Funds 2020
£ £ £
Tangible fixed assets 1,730 1,730
Investments 100,000 100,000
Current assets 160,726 160,726
Creditors less than 1 year (15,504) (15,504)
Creditors greater than 1 year (50,000) (50,000)
ৄৄৄৄৄৄৄৄৄ ৄৄৄৄ ৄৄৄৄৄৄৄৄৄ
Net assets 196,952 196,952
৶৶৶৶৶৶৶৶৶ ৶৶৶৶ ৶৶৶৶৶৶৶৶৶
Unrestricted Restricted Total Funds
Funds Funds 2019
£ £ £
Tangible fixed assets 2,341 2,341
Investments 100,000 100,000
Current assets 510,084 24,408 534,492
Creditors less than 1 year (14,043) (14,043)
Creditors greater than 1 year
ৄৄৄৄৄৄৄৄৄ ৄৄৄৄৄৄৄৄ ৄৄৄৄৄৄৄৄৄ
Net assets 598,382 24,408 622,790
৶৶৶৶৶৶৶৶৶ ৶৶৶৶৶৶৶৶ ৶৶৶৶৶৶৶৶৶
25. Financial instruments
The carrying amount for each category of financial instrument is as follows:
2020 2019
£ £
Financial assets that are debt instruments measured at amortised cost
Other Debtors 8,400 147,361
Current asset investments 100,000 100,000
Cash at bank 98,486 425,904
ৄৄৄৄৄৄৄৄৄ ৄৄৄৄৄৄৄৄৄ
206,886 673,265
৶৶৶৶৶৶৶৶৶ ৶৶৶৶৶৶৶৶৶
Financial liabilities measured at amortised cost
Private loan creditors 132,225
Net wages control accounts 3,584 6,121
Accruals 8,460 8,845
ৄৄৄৄৄৄৄৄ ৄৄৄৄৄৄৄৄৄ
12,044 147,191
৶৶৶৶৶৶৶৶ ৶৶৶৶৶৶৶৶৶
Loan commitments measured at cost less impairment
Bank Loan 50,000
৶৶৶৶৶৶৶৶ ৶৶৶৶

- 21 -

Yesamach Levav Trust

Notes to the Financial Statements (continued)

Year ended 30 November 2020

26. Analysis of changes in net debt

At
At 1 Dec 2019 Cash flows 30 Nov 2020
£ £ £
Cash at bank and in hand 425,904 (327,417) 98,487
Debt due after one year (50,000) (50,000)
Current asset investments 100,000 100,000
ৄৄৄৄৄৄৄৄৄ ৄৄৄৄৄৄৄৄৄ ৄৄৄৄৄৄৄৄৄ
525,904 (377,417) 148,487
৶৶৶৶৶৶৶৶৶ ৶৶৶৶৶৶৶৶৶ ৶৶৶৶৶৶৶৶৶

27. Post balance sheet events

There were no adjusting or non- adjusting post balance sheet events.

28. Related parties

During the year Yesamach levav trust received loans from the following connected parties :-

i) Clock & Chimes Ltd £25,000 of which Rabbi N B Bindinger,a trustee of Yesamach Levav Trust, is a director.

ii) Holmleigh Properties Ltd - £Nil (2019 £140,000) a company of which Rabbi Nathan Bindinger, a trustee of Yesamach Levav Trust, is a director and wields significant influence in. The loans were fully repaid during the year.

During the year Yesamach Levav Trust also made loans to the following connected parties i) Kehal Charedim Trust- £22,000(2019 £115,000) and a grant of £6,500 of which Mr N Bindinger, a trustee of Yesamach Levav Trust, is a trustee. The loans were fully repaid during the year.

ii) Tchernobel Foundation Ltd- £395,200 (2019 £289,500) a connected charity of which Mr M.H. Bindinger, a trustee of Yesamach Levav Trust, is a secretary.The loans were fully repaid during the year .

- 22 -