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2025-03-31-accounts

REGISTERED CHARITY NUMBER: 1151966

REPORT OF THE TRUSTEES AND UNAUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2025

FOR

SHEMA KOLI

Melinek Fine LLP Chartered Accountants First Floor, Winston House 349 Regents Park Road London N3 1DH

SHEMA KOLI

CONTENTS OF THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2025

Page
Report of the Trustees 1 to 2
Independent Examiner's Report 3
Statement of Financial Activities 4
Balance Sheet 5
Notes to the Financial Statements 6 to 7

SHEMA KOLI

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2025

The trustees present their report with the financial statements of the charity for the year ended 31 March 2025. 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).

OBJECTIVES AND ACTIVITIES

Objectives and aims

The objectives for which the Charitable Incorporated Organisation is established are as follows:

(1) To promote the mental health of those who have experienced or have been affected by abuse (emotional, physical, sexual), historically or currently, within the Jewish Community.

(2) The advancement of such other charitable purposes as the trustees may from time to time see fit as are for the benefit of the public according to the laws of England and Wales.

Public benefit

The trustees confirm that they have referred to the guidance contained in the Charity commission's general guidance to public benefit when reviewing the charity's aims and objectives and in planning future activities.

Volunteers

There were no volunteers during the year.

FINANCIAL REVIEW

Financial position

During the year ended 31 March 2025, the charity generated total incoming resources of £35,479 (2024: £47,441), primarily from donations and grants, and incurred total expenditure of £33,000 (2024: £49,880), resulting in a surplus for the year of £2,479 (2024: deficit of £2,439).

At the balance sheet date, the charity’s assets comprised cash at bank of £3,967 (2024: £516) and debtors of £290 (2024: £262). These were offset by creditors falling due within one year of £3,720 (2024: £2,720). The trustees consider that the charity’s financial position is satisfactory and that it will allow the charity to continue to pursue its charitable objectives.

Reserves policy

The demands on the charity's funds were within expectations totalling £33,000 (2024: £49,880).

It is the policy of the charity to maintain unrestricted funds, which are free reserves of the charity, at a level which the trustees think appropriate after considering the future commitments of the charity and the likely governance costs of the charity for the next year.At the balance sheet date, the charity held unrestricted funds of £537 (2024: deficit of £1,942). The trustees are confident that, through continued donor support and careful management of expenditure, the charity will be able to continue to pursue its charitable objectives for the foreseeable future.

FUTURE PLANS

The charity plans to continue the activities outlined above in the forthcoming years, subject to the availability of adequate incoming resources.

STRUCTURE, GOVERNANCE AND MANAGEMENT

Governing document

The official name of the charity is Shema Koli. The charity is governed by its Constitution and was formed on the 9 May 2013. The charity was registered with the Charity Commission on the 9 May 2013 and operates as a charitable incorporated organisation (CIO).

Recruitment and appointment of new trustees

Trustees are appointed by resolution of the existing trustees at a properly convened meeting. In making appointments, the trustees seek to ensure that the board has an appropriate balance of skills, knowledge and experience to support the effective governance of the charity.

New trustees are provided with an induction, which includes access to the charity’s governing document and its most recent annual report and financial statements.

Page 1

SHEMA KOLI

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2025

STRUCTURE, GOVERNANCE AND MANAGEMENT Risk management

The trustees have assessed the principal risks to which the charity is exposed, including operational, financial and safeguarding risks arising from its activities. The trustees are satisfied that appropriate policies, procedures and oversight arrangements are in place to manage and mitigate these risks, and these are reviewed on an ongoing basis.

REFERENCE AND ADMINISTRATIVE DETAILS Registered Charity number 1151966

Principal address 13 Beaufort Gardens London NW4 3QN

Trustees

A Katz A M Jacobs, BEM P D Weinstein

Independent Examiner

Aryeh Melinek, FCA Melinek Fine LLP Chartered Accountants First Floor, Winston House 349 Regents Park Road London N3 1DH

Bankers

Metro Bank 1 Southampton Row London WC1B 5HA

Approved by order of the board of trustees on 19 January 2026 and signed on its behalf by:

A Katz - Trustee

Page 2

INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF SHEMA KOLI

Independent Examiner's Report to the Trustees of Shema Koli.

I report to the trustees on my examination of the financial statements of Shema Koli ('the charity') for the year ended 31 March 2025 which comprise the Statement of Financial Activities, the Balance Sheet and related notes.

This report is made solely to the charity's trustees, as a body, in accordance with section 145 of the Charities Act 2011. My work has been undertaken so that I might state to the charity's trustees those matters I am required to state to them in this report and for no other purpose. To the fullest extent permitted by law, I do not accept or assume responsibility to anyone other than the charity and the charity's trustees as a body, for my work, for this report, or for the opinions I have formed.

Responsibilities and basis of report

As the trustees of the charity you are responsible for the preparation of the financial statements in accordance with the requirements of the Charities Act 2011 ('the Act').

I report in respect of my examination of the charity's financial statements carried out under section 145 of the 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 examiner's statement

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 charity as required by section 130 of the Act; or

  2. the financial statements do not accord with those records; or

  3. the financial statements 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 financial statements to be reached.

Aryeh Melinek, FCA

Melinek Fine LLP Chartered Accountants First Floor, Winston House 349 Regents Park Road London N3 1DH

19 January 2026

Page 3

SHEMA KOLI

STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31 MARCH 2025

2025
Unrestricted
fund
£
INCOME AND ENDOWMENTS FROM
Donations
33,879
Charitable activities
Charitable activities
1,600
Total
35,479
EXPENDITURE ON
Charitable activities
Helpline and supervisory costs
20,235
Education programs
1,565
Advertising and awareness
7,231
Other charitable activities
3,969
Total
33,000
NET INCOME/(EXPENDITURE)
2,479
RECONCILIATION OF FUNDS
Total funds brought forward
(1,942)
TOTAL FUNDS CARRIED FORWARD
537
2024
Total
funds
£
45,791
1,650
47,441
36,760
1,569
9,321
2,230
49,880
(2,439)
497
(1,942)

The notes form part of these financial statements

Page 4

SHEMA KOLI

BALANCE SHEET 31 MARCH 2025

2025 2024
Unrestricted Total
fund funds
Notes £ £
CURRENT ASSETS
Debtors 5 290 262
Cash at bank 3,967 516
4,257 778
CREDITORS
Amounts falling due within one year 6 (3,720) (2,720)
NET CURRENT ASSETS/(LIABILITIES) 537 (1,942)
TOTAL ASSETS LESS CURRENT LIABILITIES 537 (1,942)
NET ASSETS/(LIABILITIES) 537 (1,942)
FUNDS
Unrestricted funds 537 (1,942)
TOTAL FUNDS 537 (1,942)

The financial statements were approved by the Board of Trustees and authorised for issue on 19 January 2026 and were signed on its behalf by:

A Katz - Trustee

The notes form part of these financial statements

Page 5

SHEMA KOLI

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2025

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.

Financial reporting standard 102 - reduced disclosure exemptions

The charity has taken advantage of the following disclosure exemption in preparing these financial statements, as permitted by FRS 102 'The Financial Reporting Standard applicable in the UK and Republic of Ireland':

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.

Expenditure

Liabilities are recognised as expenditure as soon as there is a legal or constructive obligation committing the charity to that expenditure, it is probable that a transfer of economic benefits will be required in settlement and the amount of the obligation can be measured reliably. Expenditure is accounted for on an accruals basis and has been classified under headings that aggregate all cost related to the category. Where costs cannot be directly attributed to particular headings they have been allocated to activities on a basis consistent with the use of resources.

Tangible fixed assets

Depreciation is provided at the following annual rates in order to write off each asset over its estimated useful life.

Fixtures and fittings - 33% on cost Computer equipment - 33% on cost

Taxation

The charity is exempt from tax on its charitable activities.

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 particular restricted purposes within the objects of the charity. Restrictions arise when specified by the donor or when funds are raised for particular restricted purposes.

Further explanation of the nature and purpose of each fund is included in the notes to the financial statements.

2. TRUSTEES' REMUNERATION AND BENEFITS

There were no trustees' remuneration or other benefits for the year ended 31 March 2025 nor for the year ended 31 March 2024.

Trustees' expenses

There were no trustees' expenses paid for the year ended 31 March 2025 nor for the year ended 31 March 2024.

continued...

Page 6

SHEMA KOLI

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2025

3. STAFF COSTS

There were no staff costs for the year ended 31 March 2025 nor for the year ended 31 March 2024

4. TANGIBLE FIXED ASSETS

4. TANGIBLE FIXED ASSETS
Fixtures
and Computer
fittings equipment Totals
£ £ £
COST
At 1 April 2024 and 31 March 2025 564 1,010 1,574
DEPRECIATION
At 1 April 2024 and 31 March 2025 564 1,010 1,574
NET BOOK VALUE
At 31 March 2025 - - -
At 31 March 2024 - - -
5. DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
2025 2024
£ £
Prepayments and accrued income 290 262
6. CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
2025 2024
£ £
Other creditors 3,720 2,720

7. RELATED PARTY DISCLOSURES

There were no related party transactions for the year ended 31 March 2025.

8. FINANCIAL INSTRUMENTS

The charity only enters into basic financial instruments transactions that result in the recognition of financial assets and liabilities like trade and other debtors and creditors.

Financial assets that are measured at cost and amortised cost are assessed at the end of each reporting period for objective evidence of impairment. If objective impairment is found, an impairment loss is recognised in profit or loss.

Page 7