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2024-04-30-accounts

REGISTERED CHARITY NUMBER: 1147263

KUPAT EZER LENISUIN BETH YISROEL

REPORT OF THE TRUSTEES AND FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 APRIL 2024

Sugarwhite Meyer Accountants Ltd First Floor 94 Stamford Hill London N16 6XS

KUPAT EZER LENISUIN BETH YISROEL

CONTENTS OF THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 APRIL 2024

Page
Reference and Administrative Details 1
Report of the Trustees 2
Independent Examiner's Report 3
Statement of Financial Activities 4
Balance Sheet 5
Notes to the Financial Statements 6 to 8

KUPAT EZER LENISUIN BETH YISROEL

REFERENCE AND ADMINISTRATIVE DETAILS FOR THE YEAR ENDED 30 APRIL 2024

TRUSTEES Mr I Traube
Mr J Goldman
Mr S Morgenstern
PRINCIPAL ADDRESS 30 Moresby Road
London E5 9LF
REGISTERED CHARITY 1147263
NUMBER
INDEPENDENT EXAMINER Sugarwhite Meyer Accountants Ltd
First Floor
94 Stamford Hill
London
N16 6XS
BANKERS HSBC Bank plc
312 Seven Sisters Road
Finsbury Park
London
N4 2AW

Page 1

KUPAT EZER LENISUIN BETH YISROEL

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 30 APRIL 2024

The trustees present their report with the financial statements of the charity for the year ended 30 April 2024. The trustees have adopted the provisions of Accounting and Reporting by Charities: 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) (effective 1 January 2019).

Reference and administrative information is shown on page 1 of the financial statements and forms part of this report.

OBJECTIVES AND ACTIVITIES

Objectives and aims

The object of the charity is the advancement of the Orthodox Jewish Faith.

The trustees confirm that they have given due regard to the Charity Commission's guidance on public benefit

FINANCIAL REVIEW

Review of activities and achievements

The trustees are pleased with results for the year. A function was held during the year which lead to a substantial increase in donations and the trustees were able to increase grantmaking.

Reserves policy

The trustees do not seek to maintain reserves, other than to ensure that they can continue the activities of the charity. The charity had a surplus for the year of 42,679 (2023 - Deficit £18,136). Reserves at the year end stood at £73,767 (2023 - £31,088).

FUTURE PLANS

The charity plans to continue its activities subject to satisfactory income.

STRUCTURE, GOVERNANCE AND MANAGEMENT

Governing document

The charity was established by Deed of Trust dated 11 December 2011.

Organisational structure

The power to appoint new trustees in vested in the continuing board . It is not the intention of the trustees to appoint any new trustees. Should the situation change in the future, the trustees will apply suitable recruitment induction and training procedures.

Risk management

The trustees have confirmed that there are no major risks to which the charity is exposed.

Approved by order of the board of trustees on 25 February 2025 and signed on its behalf by:

Mr I Traube - Trustee

Page 2

INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF KUPAT EZER LENISUIN BETH YISROEL

Independent examiner's report to the trustees of Kupat Ezer Lenisuin Beth Yisroel

I report to the charity trustees on my examination of the accounts of Kupat Ezer Lenisuin Beth Yisroel (the Trust) for the year ended 30 April 2024.

Responsibilities and basis of report

As the charity trustees of the Trust you are responsible for the preparation of the 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 Act and in carrying out my examination I have followed all applicable Directions given by the Charity Commission under Section 145(5)(b) of the Act.

Independent examiner's statement

Since your charity's gross income exceeded £250,000 your examiner must be a member of a listed body. I can confirm that I am qualified to undertake the examination because I am a member of the Institute of Chartered Accountants in England and Wales, which is one of the listed bodies.

I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:

  1. accounting records were not kept in respect of the Trust as required by Section 130 of the Act; or

  2. the accounts do not accord with those records; or

  3. the accounts do 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.

E Meyer FCA BSc

Sugarwhite Meyer Accountants Ltd First Floor 94 Stamford Hill London N16 6XS

25 February 2025

Page 3

KUPAT EZER LENISUIN BETH YISROEL

STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 30 APRIL 2024

2024
Unrestricted
fund
Notes
£
INCOME AND ENDOWMENTS FROM
Donations and legacies
464,005
EXPENDITURE ON
Raising funds
18,621
Charitable activities
2
Grant making
399,901
Support costs
2,804
Total
421,326
NET INCOME/(EXPENDITURE)
42,679
RECONCILIATION OF FUNDS
Total funds brought forward
31,088
TOTAL FUNDS CARRIED FORWARD
73,767
2023
Total
funds
£
414,432
10,619
419,244
2,705
432,568
(18,136)
49,224
31,088

The notes form part of these financial statements

Page 4

KUPAT EZER LENISUIN BETH YISROEL

BALANCE SHEET 30 APRIL 2024

Notes
CURRENT ASSETS
Cash at bank
CREDITORS
Amounts falling due within one year
6
NET CURRENT ASSETS
TOTAL ASSETS LESS CURRENT
LIABILITIES
NET ASSETS
FUNDS
Unrestricted funds
TOTAL FUNDS
2024
Total
funds
£
75,087
(1,320)
73,767
73,767
73,767
73,767
73,767
2023
Total
funds
£
32,228
(1,140)
31,088
31,088
31,088
31,088
31,088

The financial statements were approved by the Board of Trustees and authorised for issue on 25 February 2025 and were signed on its behalf by:

Mr I Traube - Trustee

The notes form part of these financial statements

Page 5

KUPAT EZER LENISUIN BETH YISROEL

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 APRIL 2024

1. ACCOUNTING POLICIES

Basis of preparing the financial statements

The financial statements of the charity, which is a public benefit entity under FRS 102, have been prepared in accordance with the Charities SORP (FRS 102) 'Accounting and Reporting by Charities: 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) (effective 1 January 2019)', Financial Reporting Standard 102 'The Financial Reporting Standard applicable in the UK and Republic of Ireland' and the Charities Act 2011. The financial statements have been prepared under the historical cost convention.

Income

All income is recognised in the Statement of Financial Activities once the charity has entitlement to the funds, it is probable that the income will be received and the amount can be measured reliably.

Donations are included in full when received.

Expenditure

Liabilities are recognised as expenditure as soon as there is a legal or constructive obligation committing the charity to that expenditure.

Support costs are those incurred to assist the work of the charity but are not direct charitable activities.

Governance costs are those incurred in connection with administration of the charity and compliance with constitutional and statutory requirements.

Taxation

The charity is exempt from tax on its charitable activities.

Going concern

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

2. CHARITABLE ACTIVITIES COSTS

Grant making
Support costs
Grant
funding of
activities
(see note
3)
£
399,901
-
399,901
Support
costs (see
note 4)
£
-
2,804
2,804
Totals
£
399,901
2,804
402,705

Page 6

KUPAT EZER LENISUIN BETH YISROEL

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 30 APRIL 2024

3.
GRANTS PAYABLE
Grant making
The total grants paid to institutions during the year was as
follows:
Advancement of religion
Hamerkaz Lepituach
Keren Ezer Lenisuin - Israel
4. SUPPORT COSTS
Governance
Finance costs Totals
£ £ £
Support costs 1,484 1,320 2,804
Support costs, included in the above, are as follows:
Finance
2024 2023
Support Total
costs activities
£ £
Bank charges 1,484 1,565
Governance costs
2024 2023
Support Total
costs activities
£ £
Independent examiner's fee 480 420
Independent examiner's other fees 840 720
1,320 1,140

Page 7

KUPAT EZER LENISUIN BETH YISROEL

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 30 APRIL 2024

5. TRUSTEES' REMUNERATION AND BENEFITS

There were no trustees' remuneration or other benefits for the year ended 30 April 2024 nor for the year ended 30 April 2023.

Trustees' expenses

There were no trustees' expenses paid for the year ended 30 April 2024 nor for the year ended 30 April 2023.

6. CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR

Other creditors

2024 2023 £ £ 1,320 1,140

7. RELATED PARTY DISCLOSURES

There were no related party transactions for the year ended 30 April 2024.

Page 8