2025-11-26-accounts - Shaare Ezra - The Moses Foundation

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ae Trustees’ Annual Report for the period oea Period start date Period end date << From 27 Nov 2024 To 28 Ne 2024

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Section A
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Reference and administration details

Charity name Shaare Ezra — The Moses Foundation

Registered charity number (if any) | 1134373

Charity's principal address | 16 Crespigny Road

Names of the charity trustees who manage the charity

Names and addresses of advisers (Optional information)

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Type of adviser Name Address
Name of chief executive or names of senior staff members (Optional information)
Section B Structure, governance and management
Description of the charity’s trusts
Type . The charity was established by a charitable trust deed on 26 November
of governing document! 5909 and was entered into the register of Charities with effect from 18
- - February 2010 and is unincorporated.
How the chanity is eoleeuiiee Charitable Trust
ino . There must be at least three trustees. The first trustees are entitled to
— selection nainors hold office for life, subject to clause 4.7 of the governing trust deed.
Additional trustees must be appointed by a resolution of the trustees
passed at a meeting called under clause 5 of the governing trust deed.
Additional governance issues (Optional information)
pre creo inee. Theretrustees is currentlyare aware n o f formal their responsibilities induction or tr a iningnd being programme, the founders however,of the the
, charity are fully informed of its charitable aims and objectives.
relevani, about:
° policies and procedures All of the administration of the charity is undertaken by the trustees.
adopted for the induction and ‘ ; .
training of 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
e the charity’s organisational to mitigate exposure to such risks.
structure and any wider
network with which the charity
works; ,
e relationship with any related
parties;
e trustees’ consideration of
major risks and the system
and procedures to manage
them.
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Section C
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Objectives and activities

The charity’s objectives 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 objectives:

Summary of the objects of the charity set out in its governing document

e The advancement of education e To preserve and protect health e Religious Activities e 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 the guidance contained in the Charity Commissions general guidance on public benefit when Summary of the main reviewing themaking policy charity'sfor the period. aims and objectives and in implementing the grant activities undertaken for the public benefit in relation to The charity has implemented its grant making policy to make grants for these objects (include within | such charitable purposes as the trustees think fit. In this way the aims of this section the statutory the charity are carried out for the public benefit. declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)

Additional details of objectives and activities (Optional information)

You may choose to include further statements, where relevant, about:

e policy on grantmaking;
e policy programme related investment;
e contribution made by volunteers.

Section D

Achievements and performance

Summary ofthe main . . achievements ofthe charity during the year	Summary ofthe main . . achievements ofthe charity during the year	. . og. . The trustees make such investigations as appropriate to ensure all grants . . iia . are inaccordancewiththe objectives to furtherthe variousCauses 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 ofeducation ... 42% (PY47%)
		To preserve and protect health ... 5% (PY 3%)
		Religious Activity ... 43% (PY 38%)
		ForCommunity Development ... 10% (PY 12%)
Section E		Financial review
Briefstatement ofthe		It is the policy ofthe charity that unrestricted funds which have not been
charity’s policy on reserves		designated for a specific use should be maintained at a level equivalent
		to between six and twelve months average expenditure. The trustees
		consider that reserves at this level will ensure that, in the event ofa
		significant drop in funding, they will be able to continue the charity's
		activities 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.
Detailsofanyfunds materially indeficit		Nona.

Further financial review details (Optional information)

You may choose to include oe . . «a: . additional information, where The charity is in a strong financial position at the period end to make relevant about:; future charitable grants.

e the charity’s principal sources of funds (including any fundraising);
e how expenditure has supported the key objectives of the charity;
e investment policy and objectives including any ethical investment policy adopted.

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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

Full name(s) |MENASEY MARC MOSES DAWN TRACEY MOSES Position (eg Secretary, Chair, etc) |[TREASURER] CHAIRMAN Datel s JANUARY 2026

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||||||||| |---|---|---|---|---|---|---|---| |<a|SHAAREEZRA|-|THE MOSES FOUNDATION| |Oe,|||Receipts|and|payments|accounts|CC16a| |a.|A|For the period|27-Nov-24|mn|26-Nov-25| |pe|lc|from| |Section|A|Receipts|and|payments| |Unrestricted|Restricted|Endowment|Total funds|kgstvear| |funds|funds|funds|"| |tothe.:earenk|to the nearest £|to the nearest|£|to the nearest £|to the nearest £| |Ai|Receipts|Co|]| |interest,|a|eet| |ee||| |es a!OeIen se NW ee ©|e|eee| |eea|OSee) 2bseeIs 2 Nees|6 ee| |aub|total|(Gross|income|for|I)|beOO Oe|eee| |AR)|50,413|50,413|64,098| |A2|Asset|and|investment|sales,| |(see|table).| |ee| |ee| |ab|total || |A3|Payments| |[Grants:|LI LC;| |[Education| |HeathCCC—C‘iTSC|CC‘|BOP|[BAF]|TC 680]8882 ||23,076 || |[Religious-————+i|~~——~—=ies2|Activity|||[CSC]|CL|[SSSCSTSCSC™~~CSd‘CYSC(‘(C‘#]| |[Communityno Development.|-+i|——aorstf—~SSSCSSC|ddTSTTSCSCSCSCd‘iYS(C(‘(‘(‘;é(OTS|SB RY|[C(O088 || |SSSSCSC~—sSYSC~C‘C~;~‘*YLCYTSTCSC|dC|«dE| |BankeeCharges.|eee|||eee ee|es se| [0eee|| |eeSub|total ee)ne) nn(sd||es|6 ee| |A4|Asset|and|investment|:| |D|nase|ee|Tapie| |[GuiterCheviotFundesSCT||—CisdC| |Subtotal]||| |Net of receipts(payments)[-___se][_|si|[s—t—~idiCCCSC]| |ASTransfersbetweenfunds|{||[J]]|TT||[Cts| |A6|Cash|funds|last year end|Po|44029|aR |938,812)| |Cash funds|this year end|U0)||ee||ee|32,070|

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||||||||||| |---|---|---|---|---|---|---|---|---|---| |Section|B|Statement|of assets|and|liabilities|at the|end|of the|period| |Unrestricted|Restricted|Endowment| |to|nearest £|to|nearest£|to|nearest £| |(agree|balances withTotalreceipts cashand fundspayments|77 | |ee| |account(s))| |Unrestricted|Restricted|Endowment| |funds|funds|funds| |Details|to nearest £|to|nearest£|to|nearest £| |-a|—| |Details|Fund to which|.|Current value| |—|asset belongs|Gust (aphonal)|optional| |7|.| |Uetalis|Fund to which|Cost (optional)|Current value| |asset belongs|P|optional| ||Fund|to which|'|Amount due|When|due| |_|Vetails|liability|relates|optional|optional| |——|=| |Signed|by one|or|two|trustees|on|.| |behalf of all the trustees|Signature|Print.|Name|approvalDate|of| |1.7.|PVs)|MENASEY MARC MOSES|08-Jan-26| |WAU|TW|o-|DAWN TRACEY MOSES|08-Jan-26|

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tee
Oey
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independent examiner's report on the accounts

Section A

Independent Examiner’s Report

Report to the trustees/ |[SHAARE][EZRA][—][ THE][MOSES][FOUNDATION] members of

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On accounts for the year | 26 NOVEMBER 2025
ended
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Charity no
(if any) | 1134373
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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 Act 2011 (the Charities Act) and that an independent examination is needed.

It is my responsibility to:

:
e examine the accounts under section 145 of the Charities Act, e 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
e to state whether particular matters have come to my attention.
Basis of independent My examination was carried out in accordance with general Directions given by the examiner’s statement 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 the 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: e to keep accounting records in accordance with section 130 of the Charities Act; and
e to prepare accounts which accord with the accounting records and comply with the accounting requirements of the Charities Act
have not been met; or
to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.

Address: | 18 Faber Gardens, London NW4 4NRD

Section B

Disclosure

Only complete if the examiner needs to highlight material problems.

Give here brief details of any items that the examiner wishes to disclose.