Trustees. Annual Report for the period Period start date Period end date From *n-. To.S Section A Reference and administration details Charity name Shaare Ezra - The Moses Foundation other names charity is known by Registered charity number (if any) 1134373 Charity's principal address 16 Crespigny Road Hendon London Postcode NW4 3DY Names of the charity trustees who manage the charity Dates acted rf not for whole ear Trustee name oirice (rf any) Name of person (or body) entitled toa oint trustee rfan Mr Menasey Marc Moses Mrs Dawn TraY Moses Mr Daniel Ezra Moses Treasurer Chairman Secretary 10 11 12 13 14 15 16 17 18 19 20 Names of the trustees for the charity, if any, (for example, any custodian trustees) Name Dates acted if not for whole ear
Names and addresses of advisers {Optional inforniation) of adviser Name Address Name of chief executive or names of senior staff members (Optional infonnation) Section B Structure, governance and management Description of the charity's trusts The charity was established by a charitable trust deed on 26 November 2009 arKI was entered into the register of Charities with effect from 18 Februa 2010 and is uninco orated. Type of governing document How the charity is constituted Charitable Trust Trustee selection methods There must be at least three trustees. The first trustees are entitled to hold office for life. subject to clause 4.7 of the goveming trust deed. Additional trustees must be appointed by a resolution of the trustees assed at a meetin called under clause 5 of the ovemin trust deed. Additional governance issues (Optional infonnation) There is currently no formal induction or training programme, however, the trustees are aware of their responsibilities and being the founders of the charity are fully infomied of its chantable aims and objectives. You may choose to include additional information, where relevant, about: policies and procedures adopted for the induction and training of trustees. the charity's organisational structure and any wder network with which the charity works., relationship with any related parties., trustees, consideration of major risks and the system and procedures to manage them. All of the administration of the charity is undertaken by the trustees. The trustees have assessed the risks to which the charity is exposed (which are considered minimal) and are satisfied that systems are in place to mitigate exposure to such risks.
Section C Ob'ectives and activities The charity's ot4"ectives are to encourage charitable giving from the extended family and to apply the funds to the making of grants, including. but not limited to Jewish individuals and institutions, for the following charitable oty"ectives: Summary of the objects of the charity set out in its goveming document The advanMent of education To preserve and protect health Religious Activities Such other charitable objectives in such a manner as the trustees shall from time to time decide The trustees confirm that they have referred to guidance contained in the Charity Commissions general guidan on public benefit when reviewing the charity's aims and objectives and in implementing the grant making policy for the period. Summary of the main activities undertaken for the public benefit in latiOn to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit) The charity has implemented rts grant making policy to make grants for such charitable purposes as the trustees think fit. In this way the aims of the charity are carried out for the public benefit. Additional details of objectives and activities (Optional infomiation) You may choose to include further statements. where relevant, aboul: policy on grantmaking; policy programme related investment., contribution made by volunteers.
Section D Achievements and performance Summary of the main achievements of the charity during the year The trustees make such investigations as appropriate to ensure all grants are in accordance Viith the objectives to further the various causes supported by the charity, and to this end the charity has been active during the period. During the period grants made were allocated as follows: The advancement of education ... 47% {PY35%) To preserve and protect health .. 3% (PY 7%) Religious Activity .. 38 % (PY 54Yo) For Community Development ... 12¥0 (PY 4%) Section E -Financiat review, Brief statement of the charity's policy on reserves It is the policy of the charity that unrestricted funds which have not been designated for a specffic use should be maintained at a level equivalent to betsveen six and twelve months average expenditure. The trustees consider that reserves at this level will ensure that in the event of a significant drop in funding, they will be able to continue the charity's activrties while consideration is given to ways in which additional funds may be raised. This level of reserves has more than been maintained throughout the period. Details of any funds materially in deficit None. Further financial review details (Optional inforniation) You may choose to include additional information, where relevant about: The charity is in a strong financial position at the period end to make future charitable grants. the charity's principal sources of funds (including any fundraising)., how expenditure has supported the key objectives of the charity" investment policy and objectives including any ethical investrnent policy adopted.
Section F Other optional information Section G Declaration The trustees declare that they have approved the trustees, report above. Signed on behalf of the charity's trustees Signature(s) Full name(s) MENASEY MARC MOSES DAWN TRACEY MOSES Position (eg Secretsry, Chair, etc) TREASURER CHAIRMAN Date 31 hrtARCH 2025
SHAARE EZRA- THE MOSES FOUNDATION 1134373 Receipts and pa ments accounts CC16a F¢x the period from 27Jlov43 26-Nov44 Section A Receipts and payments Unrestricted funds Restiicted furKIs Endowment funds Total funds Last ar the nÈartst IhÈ nearest t fo tht ntarest£ lo the nearest£ to the nearest£ A1 Recei ts Gifts & tk)natictn5 Tax Reclairn Interest 30.000 7,500 16.598 16, 13,548 to ross income or AR) 6¢.098 13.548 an men A3Pa ents Giants". Education Heah Religiou5 AGtivity Community Dev910pfftt 23.016 1,347 18.n3 23.016 1.347 18,733 5.683 12.316 2,649 18,982 1,342 Bank Char9¢S 102 102 63 Sub total 48,881 36.362 A4 Asset and investment Quiknr Ch&vJt Fund 9(*,0 900.000 Sub total 948.881 948,881 35.352 Net ofrece1pts/(patsj A5 Transfers between funds A6 Cash funds last sear end Cash funds this year end 894,783 894,783 21.804 44,029 44,029 938,812
Section B Statement of assets and liabilities at the end of the period Unfestrgcled Restri¢ted funds funds to neare5t£ Endowment funds Categories Details nearest £ to nearest£ B1 Cash funds Cash o18ank Total cash funds ¥029 Ireetrth ElEts ar wmarts Unrestricted funds Restrl¢ted fund5 Endowment funds to nearest t tr) nearest£ to nÈarest£ Fund to t•lw¢h a$$ belo Unre5knCted Cost loptionall 900,000 Current valuè tional B93.788 B3 Investment assets Quitter Che¥)t Managed BoThJ Fund Fd to which Co$t lowionall Current value onal B4 Assets retained for the charity's own use Fund to Thich elaies ount due tional When due btsnal et-i! Is B5 Liabilities Signed by one or tw) trustees on behalf of all the trustèes Date of roval Signature F4int Name MENASEY MARC MOSES 31-Mar-25 DAWN TRACEY MOSES 31-Mar-25
Independent examinerfs report on the accounts Section A Independent Examinerfs Report Report to the trusteesl members of SHAARE EZRA-THE MOSES FOUNDATION On accounts for the year ended 26 NOVEMBER 2024 Charity no (if any) 1134373 Set out on pages Respective The charity's trustees are responsible for the preparation of the accounts. The responsibilities of charity's trustees consider that an audit is not required for this year under section trustees and examiner 144 ofthe Charities Ad 2011 (the Charities Act) and that an indèpendent examination is needed. It is my responsibilty to: exanmne the accounts uler sec1ion 145 of the Charities Act, to follow the procedures laid down in the general Directions given by the Charity Commission (under section 145(5)(b) of the Charities Act, and to state whether particular matters have come lo my attention. Basis of independent My examination was carried out in accordance with general Directions given by the examinerfs statement ChaTity 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 conshjeiation of any unusual items or disGlosuies in the accounts. and seeking explanations from the trustees concerning any such matters. The procedures undertaken do not wovide all the evidence that woukl be required in an audit, and consequently no OFinion is gNen as to whether the accounts present a Irue and fair. view and the reFM)rt is lirited to Ihose matters set out in the statement below. Independent In connection with my examination, no matter has come to my attention.. examinef s statement 1. which gives me reasonable cause to bekneve that in. any material respect. the ru1reMents. to keep accounting records in accordance with section 130 of the Charities Act., and to prepare accounts which accord with the accounting records and comply with the accounting ruIreMents of the Charities Act have not been met- or 2. to vthich. in my OFMnion, attention should be drawn in order to enable a proper understaThJing of the accounts to be reached. Signed: 31 March 2025 Name: Mrs Katherine Marchant Relevant professional qualification(s) or body (if any): ICAEW #3310255 ACA Address: 18 Faber Gardens, London NW4 4NRD
Section B Disclosure Only complete if the examiner needs to highlight material problems. NONE. Give here brief details of any items that the examiner wishes to disclose.