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2025-03-31-accounts

REGISTERED COMPANY NUMBER: 08430102 (England and Wales) REGISTERED CHARITY NUMBER: 1154487

REPORT OF THE TRUSTEES AND

UNAUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2025

FOR LEGADEL

LEGADEL

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 9

LEGADEL (REGISTERED NUMBER: 08430102)

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 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 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).

Legadel is a non-profit organisation and charity in North-West London that supports young children by providing an early intervention plan, which meets the developmental & educational needs of children failing to thrive and succeed at school.

Through the formulation of a personal plan for each child which includes the necessary input of relevant professionals as well as the support of specially trained Key Workers, these precious children will have bs’d the support they require to help them achieve their maximum potential and enjoy their years at school.

OBJECTIVES AND ACTIVITIES

Objectives and aims

The objectives and aims of the charity and its principal activity is to advance the education of young people by providing and assisting in the provision of facilities (not required to be provided by the local education authority) for education.

Significant activities

Through our network of professionals and key workers, Legadel offers a pool of resources in schools to support children across both Kodesh and Chol curricula.

Speech and Language Therapy Occupational Therapy Specialist Literacy Teachers Specialist Hebrew Reading Teachers Specialist Numeracy Teachers Consultations with a Child & Educational Psychologist Key Workers providing Developmental Support Parental / Educational Workshops After school music lessons

Public benefit

The Trustees confirm that they have referred to the guidance contained in the Charity Commission's general guidance on public benefit when reviewing the Company's aims and objectives and in planning future activities and setting the grant making policy for the year.

FINANCIAL REVIEW

Financial position

During the year, the charity received £338,311 (2024: £350,138) in donations and grants. Total expenditure amounted to £332,672 (2024: £365,134), comprising £6,805 (2024: £417) spent on fundraising and £325,867 (2024: £364,717) on charitable activities, primarily relating to staff costs and external consultants who deliver the charity’s services. The charity generated a surplus for the year of £5,639 (2024: deficit of £14,996), reducing accumulated deficits to £47,473 at the year end (2024: £53,112).

Reserves policy

The charity aims to maintain reserves in order that it is in a position to continue its activity to advance the education of young people at a consistent level and to cover contingencies.

The present level of funding is adequate to support the continuation of the advancement of the education of young people, and the trustees consider the financial position of the charity to be satisfactory.

FUTURE PLANS

The trustees plan to continue to advance the education of young people and provide and assist in the provision of facilities (not required to be provided by the local education authority) for education.

STRUCTURE, GOVERNANCE AND MANAGEMENT

Governing document

The charity is constituted as a company limited by guarantee and as such its governing documents are its Memorandum and its Articles of Association.

Page 1

LEGADEL (REGISTERED NUMBER: 08430102)

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2025

STRUCTURE, GOVERNANCE AND MANAGEMENT Recruitment and appointment of new trustees

Membership of the charity is open to any individuals or organisations who: a) apply to the charity in the form required by the trustees; b) is approved by the trustees.

REFERENCE AND ADMINISTRATIVE DETAILS Registered Company number

08430102 (England and Wales)

Registered Charity number

1154487

Registered office

First Floor, Winston House 349 Regents Park Road London N3 1DH

Trustees

Mr R Gutwirth Mr Y Schwartz Mrs E Schwartz Mr S Gross Mr A Y Melinek Mrs S R Lisser Mr A Denderowicz

Bankers

LLoyds 8 Golders Green Road London NW11 8LJ

This report has been prepared in accordance with the special provisions of Part 15 of the Companies Act 2006 relating to small companies.

Approved by order of the board of trustees on 28 January 2026 and signed on its behalf by:

Mr A Y Melinek - Trustee

Page 2

INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF LEGADEL (REGISTERED NUMBER: 08430102)

Independent examiner's report to the trustees of Legadel ('the Company')

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

  3. 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

  4. 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.

Michael Weissbraun, FCA

28 January 2026

Page 3

LEGADEL

STATEMENT OF FINANCIAL ACTIVITIES (INCORPORATING AN INCOME AND EXPENDITURE ACCOUNT) FOR THE YEAR ENDED 31 MARCH 2025

2025
Unrestricted
fund
£
INCOME AND ENDOWMENTS FROM
Donations and legacies
338,311
EXPENDITURE ON
Raising funds
6,805
Charitable activities
Charitable activities
325,867
Total
332,672
NET INCOME/(EXPENDITURE)
5,639
RECONCILIATION OF FUNDS
Total funds brought forward
(53,112)
TOTAL FUNDS CARRIED FORWARD
**(47,473) **
2024
Total
funds
£
350,138
417
364,717
365,134
(14,996)
(38,116)
(53,112)

The notes form part of these financial statements

Page 4

LEGADEL (REGISTERED NUMBER: 08430102)

BALANCE SHEET 31 MARCH 2025

2025
Unrestricted
fund
Notes
£
FIXED ASSETS
Intangible assets
5
883
CURRENT ASSETS
Cash at bank
10,761
CREDITORS
Amounts falling due within one year
7
(33,284)
NET CURRENT ASSETS/(LIABILITIES)
(22,523)
TOTAL ASSETS LESS CURRENT LIABILITIES
(21,640)
CREDITORS
Amounts falling due after more than one year
8
(25,833)
NET ASSETS/(LIABILITIES)
(47,473)
FUNDS
Unrestricted funds
(47,473)
TOTAL FUNDS
**(47,473) **
2024
Total
funds
£
3,308
1,781
(27,368)
(25,587)
(22,279)
(30,833)
(53,112)
(53,112)
(53,112)

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

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

The trustees acknowledge their responsibilities for

(a) ensuring that the charitable company keeps accounting records that comply with Sections 386 and 387 of the Companies Act 2006 and

(b) preparing financial statements which give a true and fair view of the state of affairs of the charitable company as at the end of each financial year and of its surplus or deficit for each financial year in accordance with the requirements of Sections 394 and 395 and which otherwise comply with the requirements of the Companies Act 2006 relating to financial statements, so far as applicable to the charitable company.

These financial statements have been prepared in accordance with the provisions applicable to charitable companies subject to the small companies regime.

The financial statements were approved by the Board of Trustees and authorised for issue on 28 January 2026 and were signed on its behalf by:

Mr A Y Melinek - Trustee

The notes form part of these financial statements

Page 5

LEGADEL

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 charitable company, 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 Companies Act 2006. The financial statements have been prepared under the historical cost convention.

Financial reporting standard 102 - reduced disclosure exemptions

The charitable company 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 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.

Pension costs and other post-retirement benefits

The charitable company operates a defined contribution pension scheme. Contributions payable to the charitable company's pension scheme are charged to the Statement of Financial Activities in the period to which they relate.

continued...

Page 6

LEGADEL

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

2. NET INCOME/(EXPENDITURE)

Net income/(expenditure) is stated after charging/(crediting):

Depreciation - owned assets
Computer software amortisation
2025
2024
£
£
-
536
2,425
4,005

3. 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.

4. STAFF COSTS

The average monthly number of employees during the year was as follows:

5.

Educational staff
No employees received emoluments in excess of £60,000.
INTANGIBLE FIXED ASSETS
COST
At 1 April 2024 and 31 March 2025
AMORTISATION
At 1 April 2024
Charge for year
At 31 March 2025
NET BOOK VALUE
At 31 March 2025
At 31 March 2024
2025
2024
4
5
Computer
software
£
15,015
11,707
2,425
14,132
883
3,308

continued...

Page 7

LEGADEL

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

6.
TANGIBLE FIXED ASSETS
Fixtures
and
fittings
£
COST
At 1 April 2024 and 31 March 2025
3,139
DEPRECIATION
At 1 April 2024 and 31 March 2025
3,139
NET BOOK VALUE
At 31 March 2025
-
At 31 March 2024
-
7.
CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
Bank loans and overdrafts (see note 9)
Social security and other taxes
Other creditors
Pension
Accruals and deferred income
8.
CREDITORS: AMOUNTS FALLING DUE AFTER MORE THAN ONE YEAR
Bank loans (see note 9)
9.
LOANS
An analysis of the maturity of loans is given below:
Amounts falling due within one year on demand:
Bank loans
Amounts falling between one and two years:
Bank loans - 1-2 years
Amounts falling due between two and five years:
Bank loans - 2-5 years
Amounts falling due in more than five years:
Repayable by instalments:
Bank loans more 5 yr by instal
Computer
equipment
£
8,705
8,705
-
-
2025
£
5,000
183
24,275
303
3,523
33,284
2025
£
25,833
2025
£
5,000
5,000
15,000
5,833
Totals
£
11,844
11,844
-
-
2024
£
5,000
681
17,858
306
3,523
27,368
2024
£
30,833
2024
£
5,000
5,000
15,000
10,833

continued...

Page 8

LEGADEL

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

10. RELATED PARTY DISCLOSURES

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

Page 9