Trustees. Annual Report for the period Period start date Period end dale From 01 11 2021 To 31 10 2022 Section A Reference and administration details Charity name Shalheves Other names charity is known by Shalheves UK Registered charity number (if any) 1155424 Charlty's prlnclpal address 298 Great Clowes Street Salford Postcode M7 2HD Names of the charity trustees who manage the charity Dates acted if not for whole ear Trustee name Office lif any) Name of person lor body) entitled toa oint trustee if an Moishe Danziger Samuel Warhaftig Yechezkel Shraga Breuer Debra Danziger Chair 10 Names of the trustees for the charity, if any, (for example, any custodian trustees) Name Dates acted if not for whole ear Names and addresses of advisers {Optional infomiationl e of adviser Name Address Name of chief executive or names of senior staff members (Optional inforniation) TAR March 2012 Section B Structure, overnance and mana ement Description of the charity's trusts Trust Deed Type of governing document How the charity is constituted Charitable Trust Trustee selection methods At trustee meetings by trustees Additional governance issues (Optional information) The trustees have examined the major strategic, business and operational risks that the charity faces and eonfirm that systems have been established to enable regular reviews lo be carried out so that necessary steps can be taken to lessen these risks. You may choose to include additional information, where relevant, about.. policies and procedures adopted for the induction and training of trustees- the charity's organisational structure and any wider network with which the charity works., The trustees meet regularly to consider how to make best use of the charities funds available for distribution. Trustees provide their support freely and do not receive reimbursement for expenses incurred. relationship with any related parties; trustees, consideration of major risks and the system and procedures to manage them. Section C Ob"ectives and activities 1) To provide or assist in the provisions of facilities in the interest of social welfare for recreation. 2) To advance the education and training of the public in improving life conditions and dealing with challenges. 3) To relieve financial hardship of people in need Summary of the objects of the charity set out in its governing document TAR March 2012 The Charity organises and wns workshops, lectures, activities and weekend retreats, that focus on self-development and self-growth, thereby educating and ernpowering the participants with life tools and skills to approach life's challenges with knowledge, insight and confidence. The charity also provides therapy for personal growth, emotional well- being and psychological stability. The charity regularly reviews and amends the content and nature of these workshops and activities based on feedback received from previous participants. Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit) Additional details of objectives and activities (Optional information) You may choose to include further statements, where relevanl, about.. policy on grantmaking., policy programme related investment., contribution made by volunteers. Section D Achievements and performance Summary of the main achievements of the charity during the year A project was organised which hosted a series of seminars for two nights over three weeks, four times during the year. Each session had two professional speakersltherapists. Over 120 men and women attended this project. A lecturer was commissioned on occasions this year, who delivered a series of engaging and stimulating evening seminars in London and Manchester on both of his visits. A weekend retreat was held in Bournemouth for 130 couples with two international lecturers in attendance, wilh talks and interactive workshops on the topics of successful parenting, self-improvement and inspired personal growth. We also supplied private therapy sessions for over 50 individuals. TAR March 2012 Section E Financial review Donations are made according lo availability of funds Brief statement of the charity's policy on reserves Detalls of any funds materially in deficit Further financial review details (Optional informalion) You may choose to include additional information, where relevant about.. the charity's principal sources of funds (including any fundraisingl., how expenditure has supported the key objectives of the charity., investment policy and objectives including any ethical investment policy adopted. Section F Other optional information COVID 19 Unfortunately, the charity was badly affected by COVID 19, being unable lo offer so many of our popular and much sought-after communal events. Fortunately, we have managed lo bring most of our activities back to the pre-covid level. however the demand is now significantly higher due lo people feeling very lonely during that prolonged difficult period, leaving them with mental health and unsupported issues, which we are currently helping in a variety of ways. We received a lol of feedback from many people keen for us to re-instate our activities, and we were very grateful lo be able to respond positively and put on events for the public once again, providing them with the help they so badly wanted. Section G Declaration The trustees declare that they have approved the trustees, report above. Signed on behalf of the charlty's trustees Slgnaturelsl Full namelsl Position (eg Secretary, Chair, etcl Moishe Danziger Samuel Warhaftig Chair Trustee Date 3010812023 TAR March 2012 **----- Start of picture text -----**
Charity Name No (if any)
Shalheves 1155424
Receipts and payments accounts CC16a
For the period Period start date Period end date
To
from 01/11/2021 31/10/2022
Section A Receipts and payments
Unrestricted Restricted Endowment
Total funds Last year
funds funds funds
to the nearest £ to the nearest £ to the nearest £ to the nearest £ to the nearest £
A1 Receipts
Donations 53,091 - - 53,091 34,240
Grants 10,000 - - 10,000 5,480
Sub total (Gross income for
63,091 - - 63,091 39,720
AR)
A2 Asset and investment sales,
(see table).
Loans - - - - 13,300
- - - - -
Sub total - - - - 13,300
Total receipts 63,091 - - 63,091 53,020
A3 Payments
Accommodation 34,366 - - 34,366 16,166
Administration 1,040 - - 1,040 -
Advertising 1,918 - - 1,918 3,023
Donations 3,450 - - 3,450 1,312
Design & print 2,560 - - 2,560 2,517
Events 15,222 - - 15,222 8,954
Office 1,228 - - 1,228 1,090
Therapy and Professional fees 6,537 - - 6,537 2,389
Travel 7,116 - - 7,116 975
- - - - -
Sub total [ 73,437 ] - - 73,437 36,425
A4 Asset and investment
purchases, (see table)
Loans - - - - -
- - - - -
Sub total [ - ] - - - -
Total payments 73,437 - - 73,437 36,425
Net of receipts/(payments) - 10,346 - - - 10,346 16,596
A5 Transfers between funds - - - -
A6 Cash funds last year end 18,310 - - 18,310 1,714
Cash funds this year end 7,964 - - 7,964 18,310
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CCXX R1 accounts (SS) 31/08/2023 1 Section B Statement of assets and liabilitles at the end of the period Un￿StrICted funds RÈstrOcted C&if.'g0r,= Ertdowmeni fvAd$ to nearÈGt£ B1 Cash funds Tol81 eash funds Vrttstrrctad funds Rastrl¢t•d futhls Endowment fund to near•4£ Details FuThJ Oefoils Iopisuh*ll 83 Invèstment assets onsl Detsil$ F¥ndtr• whkh C￿v$nI¥*I￿* lopknall Delatls ¥then d 14•t4on4 s￿ne(l by orte or trus1￿ t*half of all lh8 trus￿e$ Sfwatu Piint Name D¥le ol roval 2&10812023 S W8thaftig 2510812023 CCXXR2 accwnts ISS 311W2023 **Independent examiner's report on the accounts** ## **Section A Independent Examiner’s Report** **Report to the trustees/** Charity Name Shalheves **members of On accounts for the year** 31/10/2022 **Charity no** 1155424 **ended (if any) Set out on pages** 1 TO 2 (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 31/10/2022. - **Responsibilities and** As the charity trustees of the Trust, you are responsible for the preparation **basis of report** 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 2011 Act and in carrying out my examination, I have followed 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 which gives me cause to believe that in, any material respect: - accounting records were not kept in accordance with section 130 of the Act or - the accounts do not accord with the accounting records I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached. > **Signed:** _D. Pollak_ **Date:** 29/08/2023 **Name:** David Pollak **Relevant professional qualification(s) or body (if any): Address:** Whiteside and Davies Limited 158 Cromwell Road, Salford, M6 6DE ## **Section B Disclosure** Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners). 1 **October 2022** **IER**