Trustees’ Annual Report for the period
From 01 June 2023 to 31 May 2024
Charity name: British Friends of Magen Lacholeh
Charity registration number: 1142695
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | The charity provides financial support to relieve sickness, illness and disease primarily but not exclusively amongst people living in Israel. |
| Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. |
Para 1.17 and 1.19 |
The charity seeks donations from individuals and organisations in order for the charity to have funds available to make donations that fall within the objectives of the charity. The charity primarily makes donations to Magen Lacholeh in Israel. Magen Lacholeh provides medical equipment, transportation services, counselling services and medical guidance to those that need it. It also funds the provision of medical equipment. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | The Trustees have had regard to the guidance on public benefit issued by the Charity Commission when planning and carrying out the activities of the charity. |
Additional information (optional) You may choose to include further statements where relevant about:
SORP reference Policy on grant making Para 1.38 Policy on social investment Para 1.38 including program related investment Contribution made by Para 1.38 volunteers Other
Page 1 of 7
Achievements and Performance
| SORP reference | ||
|---|---|---|
| Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. |
Para 1.20 | The charity raised funds of £31,580 (2023 - £5,110) during the year. |
| Additional information (optional) You may choose to include further statements where relevant about: |
Additional information (optional) You may choose to include further statements where relevant about: |
Additional information (optional) You may choose to include further statements where relevant about: |
|---|---|---|
| Achievements against objectives set |
Para 1.41 | |
| Performance of fundraising activities against objectives set |
Para 1.41 | |
| Investment performance against objectives |
Para 1.41 | |
| Other |
Page 2 of 7
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | The charity had reserves of £36,340 at the end of the period. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | The charity retains sufficient reserves at all times to meet any foreseeable liabilities. |
| Amount of reserves held | Para 1.22 | £36,340 |
| Reasons for holding zero reserves |
Para 1.22 | N/A |
| Details of fund materially in deficit |
Para 1.24 | No funds were in deficit during the year. |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | N/A |
| Additional information (optional) You may choose to include further statements where relevant about: |
Additional information (optional) You may choose to include further statements where relevant about: |
Additional information (optional) You may choose to include further statements where relevant about: |
|---|---|---|
| The charity’s principal sources of funds (including any fundraising) |
Para 1.47 | |
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | |
| A description of the principal risks facing the charity |
Para 1.46 | |
| Other |
Page 3 of 7
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Trust deed |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | Unincorporated trust |
| Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees |
Para 1.25 | Appointed by existing Trustees as required |
Additional information (optional)
You may choose to include further statements where relevant about:
Policies and procedures adopted for the induction and training of trustees |
Para 1.51 |
|
|---|---|---|
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | |
| Relationship with any related parties |
Para 1.51 | |
| Other |
Reference and Administrative details
| Charity name | British Friends of Magen Lacholeh |
|---|---|
| Other name the charity uses | |
| Registered charity number | 1142695 |
| Charity’s principal address | 29 Garrick Avenue London NW11 9AR |
Page 4 of 7
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee (ifany) |
|---|---|---|---|---|
| Sam Cymerman | ||||
| Menachem Zvi Kahn | ||||
| Mrs Chawa Ge’oela Kahn | ||||
– Corporate trustees names of the directors at the date the report was approved Director name
Name of trustees holding title to property belonging to the charity
Trustee name Dates acted if not for whole year
Page 5 of 7
Funds held as custodian trustees on behalf of others
Description of the assets held in this capacity Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for safe custody and segregation of such assets from the charity’s own assets
Additional information (optional)
Names and addresses of advisers (Optional information)
Type of Name Address adviser
Name of chief executive or names of senior staff members (Optional information)
Exemptions from disclosure
Reason for non-disclosure of key personnel details
Other optional information
Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s) Selwyn Cymerman Full name(s) Chava Kahn
Page 6 of 7
Position (eg Secretary, Chair, etc)
Trustee Trustee Date 16/03/25
Page 7 of 7
| British Friends of Magen Lacholeh |
British Friends of Magen Lacholeh |
British Friends of Magen Lacholeh |
1142695 | CC16a | |
|---|---|---|---|---|---|
| For the period from |
6/1/2023 | To | 5/31/2024 | ||
| Section A Receipts and payments | |||||
| A1 Receipts Donations Received 31,580 Interest Received 11 - - - - - - 31,591 - - Sub total - Total receipts 31,591 A3 Payments Accountancy 300 Bank Charges 61 - - - - - - - Sub total 361 - - Sub total - Total payments 361 Net of receipts/(payments) 31,230 A5 Transfers between funds - A6 Cash funds last year end - Cash funds this year end 31,230 Unrestricted funds to the nearest £ Sub total(Gross income for AR) A2 Asset and investment sales, (see table). A4 Asset and investment purchases, (see table) |
to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - Restricted funds |
to the nearest £ Endowment funds |
Total funds to the nearest £ 31,580 11 - - - - - - 31,591 - - - 31,591 300 61 - - - - - - - 361 - - - 361 31,230 - - 31,230 |
Last year to the nearest £ |
|
| - | 31,580 | - | |||
| - | 11 | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | 31,591 | - | |||
| - | - | ||||
| - | - | - | |||
| - | - | - | |||
| - | 31,591 | - | |||
| - | 300 | - | |||
| - | 61 | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | 361 | - | |||
| - | - | ||||
| - | - | ||||
| - | - | - | |||
| - | 361 | - | |||
| - | - | 31,230 | - | ||
| - | - | - | - | ||
| - | - | - | - | ||
| - | - | 31,230 | - |
| Section B Statement of assets and liabilities at the end of the period | Section B Statement of assets and liabilities at the end of the period | Section B Statement of assets and liabilities at the end of the period | |
|---|---|---|---|
| Categories B1 Cash funds B2 Other monetary assets B3 Investment assets B5 Liabilities B4 Assets retained for the charity’s own use Signed by one or two trustees on behalf of all the trustees |
Details Cash at Bank Details Details Details Details Signature Total cash funds (agree balances with receipts and payments account(s)) |
to nearest £ to nearest £ 36,340 - - - - - 36,340 - Agreement Error OK to nearest £ to nearest £ - - - - - - - - - - - - Cost (optional) - - - - - Cost (optional) - - - - - - - - - - - - - - Print Name ZVI KAHN CHAVA KAHN Unrestricted funds Restricted funds Unrestricted funds Restricted funds Fund to which asset belongs Fund to which asset belongs Fund to which liability relates Amount due (optional) |
to nearest £ Endowment funds |
| - | |||
| - | |||
| - | |||
| - | |||
| OK | |||
| to nearest £ Endowment funds |
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| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
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| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
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| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| When due (optional) |
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| Date of approval |
|||
| ZVI KAHN | 3/16/2025 | ||
| CHAVA KAHN | 3/16/2025 |
Independent examiner's report on the accounts
Section A Independent Examiner’s Report
Report to the trustees/ Charity Name members of British Friends of Magen Lacholeh On accounts for the year 31 May 2024 Charity no 1142695 ended (if any) Set out on pages 1 to 3
(remember to include the page numbers of additional sheets)
I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 31/05/2024.
Responsibilities and As the charity's trustees, you are responsible for the preparation of the basis of report accounts in accordance with the requirements of the Charities Act 2011 (“the Act”).
I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.
Independent I have completed my examination. I confirm that no material matters have examiner's statement come to my attention in connection with the examination which gives me cause to believe that in, any material respect:
-
the accounting records were not kept in accordance with section 130 of the Charities Act; or
-
the accounts did not accord with the accounting records; or
-
the accounts did not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a ‘true and fair’ view which is not a matter considered as part of an independent examination.
I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.
Signed: Date: 16/03/25 Name: S D Stern Relevant professional Chartered Accountant qualification(s) or body (if any): Address: 2 Helenslea Avenue London NW11 8ND
1
Oct 2018
IER
Section B Disclosure
Only complete if the examiner needs to highlight material matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).
Give here brief details of NONE any items that the examiner wishes to disclose .
2
Oct 2018
IER