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2025-01-31-accounts

REGISTERED COMPANY NUMBER: CE000022 (England and Wales) REGISTERED CHARITY NUMBER: 1153160

REPORT OF THE TRUSTEES AND

UNAUDITED FINANCIAL STATEMENTS

FOR THE YEAR ENDED 31 JANUARY 2025

FOR

KOLLEL SATMAR C.I.O

Venitt and Greaves Chartered Accountants 115 Craven Park Road South Tottenham London N15 6BL

KOLLEL SATMAR C.I.O

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

Page
Report of the Trustees 1 to 2
Independent Examiner's Report 3
Statement of Financial Activities 4
Statement of Financial Position 5
Statement of Cash Flows 6
Notes to the Statement of Cash Flows 7
Notes to the Financial Statements 8 to 12

KOLLEL SATMAR C.I.O

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 JANUARY 2025

The trustees who are also directors of the charity for the purposes of the Companies Act 2006, present their report with the financial statements of the charity for the year ended 31 January 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 principal objective of the charity are:

  1. Advancement of the Orthodox Jewish religion, Orthodox Jewish education and education in general.

  2. The relief of poverty, sickness and infirmity for the public benefit.

In order to achieve these objectives, the charity collects donation and distributes them to valois charitable organisations and individuals whose aim and objective closely aligns with the charity itself.

Significant activities

During the year, the charity received donation of £967,161 (2024: £999,444) and made various grants totalling £945,739 (2024: £1,052,627).

Public benefit

The Trustees have taken due heed of their obligations relating to Public Benefit Duty affecting charities, as well as to their obligations under the Equalities Act 2010. The Trustees are satisfied that they meet their obligations.

Grantmaking

Grants are made at the discretion of the trustees and in accordance with the principal objectives of the company

FINANCIAL REVIEW

Principal funding sources

The charity is principally funded through financial support of individuals and entities close to the trustees.

Reserves policy

The charity's reserve policy is to hold sufficient unrestricted funds to meet the ongoing financial obligation and charitable commitments for the period of a month.

FUTURE PLANS

No change is envisaged for the future.

STRUCTURE, GOVERNANCE AND MANAGEMENT

Governing document

Kollel Satmar is a Charitable Incorporated Organisation (CIO), registered with the Charity Commission and governed by its constitution dated 31st July 2013.

Recruitment and appointment of new trustees

It is not currently the intention of the trustees of the charity to appoint new trustees. Should this situation change in the future, the trustees will apply suitable recruitment and training procedures

Related parties

Related party disclosures are made in notes to the financial statements.

REFERENCE AND ADMINISTRATIVE DETAILS

Registered Company number

CE000022 (England and Wales)

Registered Charity number

1153160

Page 1

KOLLEL SATMAR C.I.O

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 JANUARY 2025

Registered office

Trustees

S Tambur Y M Bernat

Independent Examiner

Venitt and Greaves Chartered Accountants 115 Craven Park Road South Tottenham London N15 6BL

Approved by order of the board of trustees on 27 November 2025 and signed on its behalf by:

S Tambur - Trustee

Page 2

INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF KOLLEL SATMAR C.I.O

Independent examiner's report to the trustees of Kollel Satmar C.I.O ('the Company')

I report to the charity trustees on my examination of the accounts of the Company for the year ended 31 January 2025.

Responsibilities and basis of report

As the charity's trustees of the Company (and also its directors for the purposes of company law) you are responsible for the preparation of the accounts in accordance with the requirements of the Companies Act 2006 ('the 2006 Act').

Having satisfied myself that the accounts of the Company are not required to be audited under Part 16 of the 2006 Act and are eligible for independent examination, I report in respect of my examination of your charity's accounts as carried out under Section 145 of the Charities Act 2011 ('the 2011 Act'). In carrying out my examination I have followed the Directions given by the Charity Commission under Section 145(5) (b) of the 2011 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 matters have come to my attention in connection with the examination giving me cause to believe:

  1. accounting records were not kept in respect of the Company as required by Section 386 of the 2006 Act; or 2. the accounts do not accord with those records; or

  2. the accounts do not comply with the accounting requirements of Section 396 of the 2006 Act 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; or

  3. the accounts have not been prepared in accordance with the methods and principles of the Statement of Recommended Practice for accounting and reporting by charities (applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102)).

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.

M A VENITT

Venitt and Greaves Chartered Accountants 115 Craven Park Road South Tottenham London N15 6BL

27 November 2025

Page 3

KOLLEL SATMAR C.I.O

STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31 JANUARY 2025

Notes
INCOME AND ENDOWMENTS FROM
Donations and legacies
2
EXPENDITURE ON
Charitable activities
3
Charitable activities
Other
Total
NET INCOME/(EXPENDITURE)
RECONCILIATION OF FUNDS
Total funds brought forward
TOTAL FUNDS CARRIED FORWARD
31.1.25
Unrestricted
fund
£
967,161
1,005,941
1,440
1,007,381
(40,220)
(178,084)
(218,304)
31.1.24
Total
funds
£
999,444
1,073,458
900
1,074,358
(74,914)
(103,170)
(178,084)

The notes form part of these financial statements

Page 4

KOLLEL SATMAR C.I.O

STATEMENT OF FINANCIAL POSITION 31 JANUARY 2025

31.1.25
Unrestricted
fund
Notes
£
CURRENT ASSETS
Debtors
9
6,455
Cash at bank
2,324
8,779
CREDITORS
Amounts falling due within one year
10
(227,083)
NET CURRENT ASSETS/(LIABILITIES)
(218,304)
TOTAL ASSETS LESS CURRENT
LIABILITIES
(218,304)
NET ASSETS/(LIABILITIES)
(218,304)
FUNDS
11
Unrestricted funds
(218,304)
TOTAL FUNDS
(218,304)
31.1.24
Total
funds
£
1,455
32,898
34,353
(212,437)
(178,084)
(178,084)
(178,084)
(178,084)
(178,084)

The charitable company is entitled to exemption from audit under Section 477 of the Companies Act 2006 for the year ended 31 January 2025.

The members have not required the company to obtain an audit of its financial statements for the year ended 31 January 2025 in accordance with Section 476 of the Companies Act 2006.

The trustees acknowledge their responsibilities for

The financial statements were approved and authorised for issue by the Board of Trustees and authorised for issue on 27 November 2025 and were signed on its behalf by:

S Tambur - Trustee

The notes form part of these financial statements

Page 5

KOLLEL SATMAR C.I.O

STATEMENT OF CASH FLOWS FOR THE YEAR ENDED 31 JANUARY 2025

31.1.25 31.1.24
Notes £ £
Cash flows from operating activities
Cash generated from operations 1 (30,574) 32,430
Net cash (used in)/provided by operating activities (30,574) 32,430
Change in cash and cash equivalents in
the reporting period (30,574) 32,430
Cash and cash equivalents at the
beginning of the reporting period 32,898 468
Cash and cash equivalents at the end of
the reporting period 2,324 32,898

The notes form part of these financial statements

Page 6

KOLLEL SATMAR C.I.O

NOTES TO THE STATEMENT OF CASH FLOWS FOR THE YEAR ENDED 31 JANUARY 2025

1. RECONCILIATION OF NET EXPENDITURE TO NET CASH FLOW FROM OPERATING ACTIVITIES

ACTIVITIES
31.1.25 31.1.24
£ £
Net expenditure for the reporting period (as per the Statement of
Financial Activities) (40,220) (74,914)
Adjustments for:
(Increase)/decrease in debtors (5,000) 19,213
Increase in creditors 14,646 88,131
Net cash (used in)/provided by operations (30,574) 32,430

2. ANALYSIS OF CHANGES IN NET FUNDS

At 1.2.24
Cash flow
At
£
£
Net cash
Cash at bank
32,898
(30,574)
32,898
(30,574)
Total
32,898
(30,574)
31.1.25
£
2,324
2,324
2,324

The notes form part of these financial statements

Page 7

KOLLEL SATMAR C.I.O

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 JANUARY 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 2015)' and 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.

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.

Grants offered subject to conditions which have not been met at the year end date are noted as a commitment but not accrued as expenditure.

Taxation

The charity is exempt from corporation 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. DONATIONS AND LEGACIES

DONATIONS AND LEGACIES
31.1.25 31.1.24
£ £
Donations 967,161 999,444

continued...

Page 8

KOLLEL SATMAR C.I.O

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

3. CHARITABLE ACTIVITIES COSTS

Direct
Costs
£
Charitable activities
58,083
4.
GRANTS PAYABLE
Charitable activities
5.
SUPPORT COSTS
Other resources expended
Charitable activities
6.
NET INCOME/(EXPENDITURE)
Net income/(expenditure) is stated after charging/(crediting):
Independent examination fees
Grant
funding of
activities
(see note
4)
£
945,739
Finance
£
-
175
175
Support
costs (see
note 5)
£
2,119
31.1.25
£
945,739
Governance
costs
£
1,440
1,944
3,384
31.1.25
£
1,440
Totals
£
1,005,941
31.1.24
£
1,052,627
Totals
£
1,440
2,119
3,559
31.1.24
£
900

7. TRUSTEES' REMUNERATION AND BENEFITS

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

Trustees' expenses

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

continued...

Page 9

KOLLEL SATMAR C.I.O

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

8.
COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES
INCOME AND ENDOWMENTS FROM
Donations and legacies
EXPENDITURE ON
Charitable activities
Charitable activities
Other
Total
NET INCOME/(EXPENDITURE)
RECONCILIATION OF FUNDS
Total funds brought forward
TOTAL FUNDS CARRIED FORWARD
9.
DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
Other debtors
10.
CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
Other creditors
Accrued expenses
11.
MOVEMENT IN FUNDS
At 1.2.24
£
Unrestricted funds
General fund
(178,084)
TOTAL FUNDS
(178,084)
31.1.25
£
6,455
31.1.25
£
224,743
2,340
227,083
Net
movement
in funds
£
(40,220)
(40,220)
Unrestricted
fund
£
999,444
1,073,458
900
1,074,358
(74,914)
(103,170)
(178,084)
31.1.24
£
1,455
31.1.24
£
211,537
900
212,437
At
31.1.25
£
(218,304)
(218,304)

continued...

Page 10

KOLLEL SATMAR C.I.O

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

11. MOVEMENT IN FUNDS - continued

Net movement in funds, included in the above are as follows:

Unrestricted funds
General fund
TOTAL FUNDS
Incoming
resources
£
967,161
967,161
Resources
expended
£
(1,007,381 )
(1,007,381 )
Movement
in funds
£
(40,220)
(40,220)

Comparatives for movement in funds

Net
movement
At 1.2.23
in funds
£
£
Unrestricted funds
General fund
(103,170)
(74,914)
TOTAL FUNDS
(103,170)
(74,914)
Comparative net movement in funds, included in the above are as follows:
Incoming
Resources
resources
expended
£
£
Unrestricted funds
General fund
999,444
(1,074,358 )
TOTAL FUNDS
999,444
(1,074,358 )
A current year 12 months and prior year 12 months combined position is as follows:
Net
movement
At 1.2.23
in funds
£
£
Unrestricted funds
General fund
(103,170)
(115,134)
TOTAL FUNDS
(103,170)
(115,134)
At
31.1.24
£
(178,084)
(178,084)
Movement
in funds
£
(74,914)
(74,914)
At
31.1.25
£
(218,304)
(218,304)

continued...

Page 11

KOLLEL SATMAR C.I.O

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

11. MOVEMENT IN FUNDS - continued

A current year 12 months and prior year 12 months combined net movement in funds, included in the above are as follows:

Unrestricted funds
General fund
TOTAL FUNDS
Incoming
resources
£
1,966,605
1,966,605
Resources
expended
£
(2,081,739 )
(2,081,739 )
Movement
in funds
£
(115,134)
(115,134)

12. RELATED PARTY DISCLOSURES

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

Page 12