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2022-12-31-accounts

Charity registration number 1164566

YACHAD

ANNUAL REPORT AND UNAUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 DECEMBER 2022

PAGES FOR FILING WITH REGISTRAR

YACHAD

LEGAL AND ADMINISTRATIVE INFORMATION

Trustees S Sadie A Schonfield G Swimer J Lubner E Craven (Appointed 16 May 2022) R Pinfold (Appointed 16 May 2022) D Oppenheimer (Appointed 11 April 2022) Charity number 1164566 Principal address Star House 104-108 Grafton Road London NW5 4BA Independent examiner Sam Rogoff & Co Ltd 167-169 Great Portland St London W1W 5PF

YACHAD

CONTENTS

Page
Trustees' report 1 - 4
Independent examiner's report 5
Statement of financial activities 6
Balance sheet 7
Notes to the financial statements 8 - 16

YACHAD

TRUSTEES' REPORT

FOR THE YEAR ENDED 31 DECEMBER 2022

The trustees present their report for Yachad - Reg No. 1164566 and financial statements for the year ended 31 December 2022.

The financial statements have been prepared in accordance with the accounting policies set out in note 1 to the financial statements and comply with the charity's governing document, the Charities Act 2011 and “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)” (as amended for accounting periods commencing from 1 January 2016)

Objectives and activities

The charity's objects are to advance education in the Israeli-Palestinian conflict for the benefit of the public through producing and/or distributing literature to enlighten others, running educational courses, staging lectures and debates and running public tours to Israel and the West Bank.

Yachad is established pursuant to its Constitution dated 26 November 2015 and is registered under the Charities Act 2011, charity number 1164566.

The charity commenced its activities on 1 January 2016. The charity's website can be found at yachad.org.uk.

Achievements and performance

Engaging and educating the community

Our education work remains key to our community engagement strategy - it enables us to recruit new supporters for our work and re-engage existing supporters. Throughout 2022, we transitioned from an on-line world, back into the world of in-person events and programming. For the first time, since the start of the pandemic, we brought three speakers from Israel to the UK in the latter part of the year, and restarted our trips to the region.

Youth and student work

During the summer of 2022, with the return of in person residential programming and trips to Israel for youth organisations, we were able to reach significant numbers of young people:

YACHAD

TRUSTEES' REPORT (CONTINUED) FOR THE YEAR ENDED 31 DECEMBER 2022

Yachad has continued to transcend an often polarised conversation on campus and lead work that shapes the space for more nuanced and comprehensive engagement with the Palestinian-Israeli conflict. In 2022�

Student Fellowship:

We concluded the programme of our third fellowship cohort for young student leaders from campuses across the UK. The fellowship is open to our most engaged student activist, with in depth study sessions and skills training, with the aim of involving them in community activism and organising. For the first time since the fellowship launched, we were able to run our flagship educational trip to Belfast, previously not possible because of the pandemic. The fellows heard from ex-combatants, politicians and peace activists about the Troubles, and had a chance to apply what they learnt on the trip to their engagement with the Palestinian-Israeli conflict. In September 2022 we recruited our largest cohort of fellows with 14 people signed up.

UK Parliament

We have continued to increase our parliamentary engagement cross-party, ensuring that MPs are aware of our work and are in regular contact with us. This has involved regular MPs briefings and hosting events for MPs – online and in-person. We’ve found that MP engagement is high and there is increasing interest – and concern – in relation to the situation in Israel and Palestine. Our partnership with organisations on the ground is a key benefit that allows us to give MPs current and reliable information on a wide range of issues.

Some of our key parliamentary events in 2022 included:

YACHAD

TRUSTEES' REPORT (CONTINUED) FOR THE YEAR ENDED 31 DECEMBER 2022

We have also been able offer our supporters the opportunity to meet with MPs and decision makers, including private events with Bambos Charalambos MP, Shadow Middle East Minister and David Lammy MP, Shadow Foreign Secretary.

The trustees have paid due regard to guidance issued by the Charity Commission in deciding what activities the charity should undertake and are satisfied that the charity’s key achievements and performance reflect its objectives.

Financial review

The net movements in funds for the year amounted to £28,357.

During the year, Yachad raised funds for the general objectives of the charity.

The trustees have assessed the major risks to which the charity is exposed, and are satisfied that systems are in place to mitigate exposure to the major risks. The trustees intend to continue to administer the funds held in the furtherance of the objectives of the charity.

Reserves Policy

It is the policy of the charity that reserves between three- and six-month's expenditure should be held in the Yachad bank account. Furthermore, an additional sum of money, as agreed by the trustees, should be held in a reserves bank account and only be spent with the permission of the trustees. This is to ensure that should there be an unforeseen expense, the organisation will have adequate funds to cover it, without impacting on the dayto-day activities of the charity. The adequacy of the reserves is reviewed annually.

Structure, governance and management

The charity was recognised as a Charitable Incorporated Organisation in 2015.

The trustees who served during the year and up to the date of signature of the financial statements were: S Sadie

S Sadie
A Schonfield
O D Cohn (Resigned 16 December 2022)
E Rose (Resigned 16 May 2022)
G Swimer
J Lubner
E Craven (Appointed 16 May 2022)
R Pinfold (Appointed 16 May 2022)
D Oppenheimer (Appointed 11 April 2022)

Where there is a requirement for new trustees, these would be identified and appointed by the remaining trustees. The chair of the trustees is responsible for the induction of any new trustee which involves awareness of a trustee's responsibilities, the history and the administrative procedures of the charity.

YACHAD

TRUSTEES' REPORT (CONTINUED) FOR THE YEAR ENDED 31 DECEMBER 2022

The trustees' report was approved by the Board of Trustees.

S Sadie

Trustee Dated: 27 September 2023

D Oppenheimer Trustee Dated:27 September 2023

YACHAD

INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF YACHAD

I report to the trustees on my examination of the financial statements of Yachad (the charity) for the year ended 31 December 2022.

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 2011 Act).

I report in respect of my examination of the charity’s financial statements carried out under section 145 of the 2011 Act. In carrying out my examination I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the 2011 Act.

An independent examination does not involve gathering all the evidence that would be required in an audit and consequently does not cover all the matters that an auditor considers in giving their opinion on the financial statements. The planning and conduct of an audit goes beyond the limited assurance that an independent examination can provide. Consequently I express no opinion as to whether the financial statements present a ‘true and fair’ view and my report is limited to those specific matters set out in the independent examiner’s statement.

Independent examiner's statement

Since the charity’s gross income exceeded £250,000 your examiner must be a member of a body listed in section 145 of the 2011 Act. I confirm that I am qualified to undertake the examination because I am a member of ICAEW, 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 that in any material respect:

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.

Emily Brown BSC(Hons) FCA Sam Rogoff & Co Ltd

167-169 Great Portland St London W1W 5PF

Dated: 27 September 2023

YACHAD

STATEMENT OF FINANCIAL ACTIVITIES INCLUDING INCOME AND EXPENDITURE ACCOUNT FOR THE YEAR ENDED 31 DECEMBER 2022

Unrestricted
Restricted
Total
Unrestricted
Restricted
funds
funds
funds
funds
2022
2022
2022
2021
2021
Notes
£
£
£
£
£
Income from:
Donations and legacies
3
224,177
5,000
229,177
224,867
7,333
Charitable activities
4
21,793
-
21,793
1,920
-
Total income
245,970
5,000
250,970
226,787
7,333
Expenditure on:
Raising funds
5
7,833
-
7,833
3,364
-
Charitable activities
6
264,161
7,333
271,494
206,980
-
Total resources expended
271,994
7,333
279,327
210,344
-
Net (expenditure)/income for
the year/
Net movement in funds
(26,024)
(2,333)
(28,357)
16,443
7,333
Fund balances at 1 January
2022
76,320
7,333
83,653
59,877
-
Fund balances at 31
December 2022
50,296
5,000
55,296
76,320
7,333
Total
2021
£
232,200
1,920
234,120
3,364
206,980
210,344
23,776
59,877
83,653

The statement of financial activities includes all gains and losses recognised in the year.

All income and expenditure derive from continuing activities.

YACHAD

BALANCE SHEET

AS AT 31 DECEMBER 2022

2022
Notes
£
Fixed assets
Tangible assets
10
Current assets
Debtors
11
33,724
Cash at bank and in hand
25,082
58,806
Creditors: amounts falling due within
one year
12
(11,559)
Net current assets
Total assets less current liabilities
Income funds
Restricted funds
Unrestricted funds
2021
£
£
8,049
32,787
52,057
84,844
(10,885)
47,247
55,296
5,000
50,296
55,296
£
9,694
73,959
83,653
7,333
76,320
83,653

The financial statements were approved by the Trustees on 27 September 2023

S Sadie D Oppenheimer Trustee Trustee

YACHAD

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 DECEMBER 2022

1 Accounting policies

Charity information

Yachad is a Charitable Incorporated Organisation.

1.1 Accounting convention

The financial statements have been prepared in accordance with the charity's governing document, the Charities Act 2011 and “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)” (as amended for accounting periods commencing from 1 January 2016). The charity is a Public Benefit Entity as defined by FRS 102.

The charity has taken advantage of the provisions in the SORP for charities applying FRS 102 Update Bulletin 1 not to prepare a Statement of Cash Flows.

The financial statements are prepared in sterling, which is the functional currency of the charity. Monetary amounts in these financial statements are rounded to the nearest £.

The financial statements have been prepared under the historical cost convention, [modified to include the revaluation of freehold properties and to include investment properties and certain financial instruments at fair value]. The principal accounting policies adopted are set out below.

1.2 Going concern

At the time of approving the financial statements, the trustees have a reasonable expectation that the charity has adequate resources to continue in operational existence for the foreseeable future. Thus the trustees continue to adopt the going concern basis of accounting in preparing the financial statements.

1.3 Charitable funds

Unrestricted funds are available for use at the discretion of the trustees in furtherance of their charitable objectives.

Restricted funds are subject to specific conditions by donors as to how they may be used. The purposes and uses of the restricted funds are set out in the notes to the financial statements.

1.4 Incoming resources

Income is recognised when the charity is legally entitled to it after any performance conditions have been met, the amounts can be measured reliably, and it is probable that income will be received.

Cash donations are recognised on receipt. Other donations are recognised once the charity has been notified of the donation, unless performance conditions require deferral of the amount. Income tax recoverable in relation to donations received under Gift Aid or deeds of covenant is recognised at the time of the donation.

Legacies are recognised on receipt or otherwise if the charity has been notified of an impending distribution, the amount is known, and receipt is expected. If the amount is not known, the legacy is treated as a contingent asset.

YACHAD

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 DECEMBER 2022

1 Accounting policies

(Continued)

Legacies are recognised on receipt or otherwise if the charity has been notified of an impending distribution, the amount is known, and receipt is expected. If the amount is not known, the legacy is treated as a contingent asset.

Government grants are recognised at the fair value of the asset received or receivable when there is reasonable assurance that the grant conditions will be met and the grants will be received.

A grant that specifies performance conditions is recognised in income when the performance conditions are met. Where a grant does not specify performance conditions it is recognised in income when the proceeds are received or receivable. A grant received before the recognition criteria are satisfied is recognised as a liability.

Gift Aid receivable is included in income when there is a valid declaration and gifts from the donor. Any Gift Aid amount recovered on a donation is considered to be part of the gift and is treated as an addition to the same fund as the initial donation unless the donor or t he terms of the appeal have specified otherwise.

1.5 Tangible fixed assets

Tangible fixed assets are initially measured at cost and subsequently measured at cost or valuation, net of depreciation and any impairment losses.

Depreciation is recognised so as to write off the cost or valuation of assets less their residual values over their useful lives on the following bases:

Fixtures and fittings

25% Reducing Balance

The gain or loss arising on the disposal of an asset is determined as the difference between the sale proceeds and the carrying value of the asset, and is recognised in net income/(expenditure) for the year.

1.6 Impairment of fixed assets

At each reporting end date, the charity reviews the carrying amounts of its tangible assets to determine whether there is any indication that those assets have suffered an impairment loss. If any such indication exists, the recoverable amount of the asset is estimated in order to determine the extent of the impairment loss (if any).

1.7 Cash and cash equivalents

Cash and cash equivalents include cash in hand, deposits held at call with banks, other short-term liquid investments with original maturities of three months or less, and bank overdrafts. Bank overdrafts are shown within borrowings in current liabilities.

1.8 Financial instruments

The charity has elected to apply the provisions of Section 11 ‘Basic Financial Instruments’ and Section 12 ‘Other Financial Instruments Issues’ of FRS 102 to all of its financial instruments.

Financial instruments are recognised in the charity's balance sheet when the charity becomes party to the contractual provisions of the instrument.

Financial assets and liabilities are offset, with the net amounts presented in the financial statements, when there is a legally enforceable right to set off the recognised amounts and there is an intention to settle on a net basis or to realise the asset and settle the liability simultaneously.

YACHAD

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 DECEMBER 2022

1 Accounting policies

(Continued)

Basic financial assets

Basic financial assets, which include debtors and cash and bank balances, are initially measured at transaction price including transaction costs and are subsequently carried at amortised cost using the effective interest method unless the arrangement constitutes a financing transaction, where the transaction is measured at the present value of the future receipts discounted at a market rate of interest. Financial assets classified as receivable within one year are not amortised.

Basic financial liabilities

Basic financial liabilities, including creditors and bank loans are initially recognised at transaction price unless the arrangement constitutes a financing transaction, where the debt instrument is measured at the present value of the future payments discounted at a market rate of interest. Financial liabilities classified as payable within one year are not amortised.

Debt instruments are subsequently carried at amortised cost, using the effective interest rate method.

Trade creditors are obligations to pay for goods or services that have been acquired in the ordinary course of operations from suppliers. Amounts payable are classified as current liabilities if payment is due within one year or less. If not, they are presented as non-current liabilities. Trade creditors are recognised initially at transaction price and subsequently measured at amortised cost using the effective interest method.

Derecognition of financial liabilities

Financial liabilities are derecognised when the charity’s contractual obligations expire or are discharged or cancelled.

1.9 Employee benefits

The cost of any unused holiday entitlement is recognised in the period in which the employee’s services are received.

Termination benefits are recognised immediately as an expense when the charity is demonstrably committed to terminate the employment of an employee or to provide termination benefits.

1.10 Retirement benefits

Payments to defined contribution retirement benefit schemes are charged as an expense as they fall due.

Contribution: £9,097

1.11 Foreign exchange

Transactions in currencies other than pounds sterling are recorded at the rates of exchange prevailing at the dates of the transactions. At each reporting end date, monetary assets and liabilities that are denominated in foreign currencies are retranslated at the rates prevailing on the reporting end date. Gains and losses arising on translation are included in net income/expenditure for the period.

2 Critical accounting estimates and judgements

In the application of the charity’s accounting policies, the trustees are required to make judgements, estimates and assumptions about the carrying amount of assets and liabilities that are not readily apparent from other sources. The estimates and associated assumptions are based on historical experience and other factors that are considered to be relevant. Actual results may differ from these estimates.

The estimates and underlying assumptions are reviewed on an ongoing basis. Revisions to accounting estimates are recognised in the period in which the estimate is revised where the revision affects only that period, or in the period of the revision and future periods where the revision affects both current and future periods.

YACHAD

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 DECEMBER 2022

3 Donations and legacies

Unrestricted
Restricted
funds
funds
£
£
Donations and gifts
141,859
-
Gift Aid
12,318
-
Grants
70,000
5,000
224,177
5,000
For the year ended 31 December 2021
224,867
7,333
Total
2022
£
141,859
12,318
75,000
229,177
Total
2021
£
157,342
16,475
58,383
232,200
232,200

4 Charitable activities

Programmes Programmes
and Trips and Trips
2022 2021
£ £
Educational events 21,793 1,920
5 Raising funds
Unrestricted Unrestricted
funds funds
2022 2021
£ £
Fundraising and publicity
Fundraising events 7,174 1,238
Fundraising agents 435 2,095
Advertising 224 31
Fundraising and publicity 7,833 3,364
7,833 3,364

YACHAD

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 DECEMBER 2022

6 Charitable activities

Charitable
Charitable
Expenditure Expenditure
2022 2021
£ £
Israel trips 25,247 1,003
Educational events 26,321 6,773
51,568 7,776
Share of support costs (see note 7) 199,430 180,539
Share of governance costs (see note 7) 20,496 18,665
271,494 206,980
Analysis by fund
Unrestricted funds 264,161 206,980
Restricted funds 7,333 -
271,494 206,980

YACHAD

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 DECEMBER 2022

7 Support costs

Staff costs
Depreciation
Travel and Subsistence
Printing, postage and
stationery
Telephone
Subscriptions
Bank Charges
Computer expenses
Sundry expenses
Legal and professional
Rent
Insurance
Accountancy
Analysed between
Charitable activities
Support
costs
Governance
costs
£
£
166,790
-
2,681
-
6,060
-
5,295
-
323
-
4,935
-
1,381
-
11,368
-
597
-
-
331
-
7,670
-
6,464
-
6,031
199,430
20,496
199,430
20,496
2022
£
166,790
2,681
6,060
5,295
323
4,935
1,381
11,368
597
331
7,670
6,464
6,031
219,926
219,926
Support
costs
Governance
costs
£
£
158,228
-
3,220
-
745
-
1,439
-
267
-
3,200
-
1,623
-
11,621
-
196
-
-
993
-
7,919
-
4,378
-
5,375
180,539
18,665
180,539
18,665
2021
£
158,228
3,220
745
1,439
267
3,200
1,623
11,621
196
993
7,919
4,378
5,375
199,204
199,204

Governance costs includes payments for the independent review of £1,950 plus VAT.

8 Trustees

None of the trustees (or any persons connected with them) received any remuneration or benefits from the charity during the year.

YACHAD

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 DECEMBER 2022

9 Employees

Number of employees

The average monthly number of employees during the year was:

Fundraising
Charitable activities
Governance
Employment costs
Wages and salaries
Social security costs
Other pension costs
2022
Number
2
2
1
5
2022
£
147,753
9,940
9,097
166,790
2021
Number
2
1
2
5
2021
£
139,184
9,863
9,181
158,228

There were no employees whose annual remuneration was £60,000 or more. 10 Tangible fixed assets

Tangible fixed assets
Fixtures and fittings
£
Cost
At 1 January 2022 14,808
Additions 1,037
At 31 December 2022 15,845
Depreciation and impairment
At 1 January 2022 5,115
Depreciation charged in the year 2,681
At 31 December 2022 7,796
Carrying amount
At 31 December 2022 8,049
At 31 December 2021 9,694

YACHAD

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 DECEMBER 2022

11 Debtors

Amounts falling due within one year:
Trade debtors
Other debtors
Prepayments and accrued income
Creditors: amounts falling due within one year
Other taxation and social security
Accruals and deferred income
2022
£
8,633
17,105
7,986
33,724
2022
£
4,726
6,833
11,559
2021
£
1,000
24,795
6,992
32,787
2021
£
4,115
6,770
10,885

12 Creditors: amounts falling due within one year

13 Retirement benefit schemes

Defined contribution schemes

The charity operates a defined contribution pension scheme for all qualifying employees. The assets of the scheme are held separately from those of the charity in an independently administered fund.

14 Analysis of net assets between funds

Unrestricted
funds
Restricted
funds
2022
2022
£
£
Fund balances at 31
December 2022 are
represented by:
Tangible assets
8,049
-
Current assets/(liabilities)
42,247
5,000
50,296
5,000
Total
Unrestricted
funds
Restricted
funds
2022
2021
2021
£
£
£
8,049
9,694
-
47,247
66,626
7,333
55,296
76,320
7,333
Total
2021
£
9,694
73,959
83,653

YACHAD

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 DECEMBER 2022

15 Related party transactions

The remuneration of key management personnel is as follows:

2021 2021
£ £
Aggregate compensation 52,425 48,961

Transactions with related parties

During the year the charity entered into the following transactions with related parties:

Included within donations and cost of donations from related parties are transactions amounting to £7,322 from a company Yachad Ltd, where Trustees Simon Sadie and Daniel Oppenheimer are directors.

Total charitable income and donations received from Trustees in the year amounted to £11,483.