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2025-06-30-accounts

CHARITY REGISTRATION NUMBER: 1167664

CHASDEI MENASHE MEIR UNAUDITED FINANCIAL STATEMENTS

30 JUNE 2025

COHEN ARNOLD Chartered accountants New Burlington House 1075 Finchley Road LONDON NW11 0PU

CHASDEI MENASHE MEIR

FINANCIAL STATEMENTS

YEAR ENDED 30 JUNE 2025

PAGE
Trustees' annual report 1
Independent examiner's report to the trustees 4
Statement of financial activities 5
Statement of financial position 6
Notes to the financial statements 7

CHASDEI MENASHE MEIR

TRUSTEES' ANNUAL REPORT

YEAR ENDED 30 JUNE 2025

The trustees present their report and the unaudited financial statements of the charity for the year ended 30 June 2025.

REFERENCE AND ADMINISTRATIVE DETAILS

Registered charity name Chasdei Menashe Meir Charity registration number 1167664 Principal office 28 Portland Avenue London N16 6ET The trustees Mr Allan Frankel Mr Jack Stern Mrs Sara Stern Independent examiner Joshua A Neumann FCA New Burlington House 1075 Finchley Road LONDON NW11 0PU

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CHASDEI MENASHE MEIR

TRUSTEES' ANNUAL REPORT (continued)

YEAR ENDED 30 JUNE 2025

STRUCTURE, GOVERNANCE AND MANAGEMENT

Governing document

The official name of the charity is Chasdei Menashe Meir and its constitution is of a Foundation Charitable Incorporated Organisation.

It is registered with the Charity Commission and its charity number is 1167664.

Appointment, training and recruitment of trustees

The trustees have no beneficial interest in the charity and are chosen by agreement of trustees at an annual meeting. The choice is based on applicants' business and community knowledge.

It is not currently the intention of the Trustees of the charity to appoint new Trustees. Should the situation change in the future, the Trustees will apply suitable recruitment and new trustees are subject to trustee induction training which includes an understanding of the content of the Deed of Trust, their legal obligations under Charity Act, the organisational structure of charity and the recent financial performance of the charity. Trustees are encouraged to attend appropriate external training events which enhance their knowledge and skill thereby improving the performance of their role.

Management of the charity

The charity day-to-day activities are managed by the trustees. Trustees seek advice from their Accountants and other professionals on a regular basis to ensure regulatory compliance.

Related parties and co-operations with other organisations

None of our trustees receive remuneration or other benefit from their work with the charity. Any connection between a trustee of the charity with a supplier company must be disclosed to the full board of trustees in the same way as any other contractual relationship with a related party. In the current year no such related party transactions were reported.

OBJECTIVES AND ACTIVITIES

The charity was established for the advancement of the Orthodox Jewish faith, the relief of poverty and the prevention and relief of sickness in such ways as the Trustees from time to time see fit, in particular but not limited to making grants to individuals and to charitable organisations for such charitable purposes.

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

Grant making policy

Grants are made to charitable organisations in accord with objects of the charity.

ACHIEVEMENTS AND PERFORMANCE

A total of £176,550 was distributed during the year as shown in the attached financial statements.

The benefits that the charities provide include,

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CHASDEI MENASHE MEIR

TRUSTEES' ANNUAL REPORT (continued)

YEAR ENDED 30 JUNE 2025

FINANCIAL REVIEW

Risk management

The trustees have identified and reviewed the major risks to which the charity is exposed. Both manual and automated checks are regularly invoked, particularly those relating to the operations and finance of the charity. The trustees are satisfied that these systems and procedures mitigate any perceived risks.

Reserves policy

At the year-end £230,088 (2024: £218,759) was held as unrestricted funds. It is the policy of the charity to maintain unrestricted funds, which are the free reserve of the charity, at a level, which the trustees think appropriate, in-order to maintain and finance the charity's administrative costs of the charity for the next year.

PLANS FOR FUTURE PERIODS

The trustees plan to continue to make grant distributions in accordance with their grant making policy and to ensure that an appropriate level of reserves is maintained.

The trustees' annual report was approved on 22 April 2026 and signed on behalf of the board of trustees by:

Mr Jack Stern Trustee

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CHASDEI MENASHE MEIR

INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF CHASDEI MENASHE MEIR

YEAR ENDED 30 JUNE 2025

I report to the trustees on my examination of the financial statements of Chasdei Menashe Meir ('the charity') for the year ended 30 June 2025.

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 2011 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 accounts to be reached.

Joshua A Neumann FCA Independent Examiner

New Burlington House 1075 Finchley Road LONDON NW11 0PU

22 April 2026

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CHASDEI MENASHE MEIR

STATEMENT OF FINANCIAL ACTIVITIES

YEAR ENDED 30 JUNE 2025

2025 2024
Unrestricted
fundsTotal funds Total funds
Note £ £ £
Income and endowments
Donations and legacies 4 190,000 190,000 266,330
────────── ────────── ──────────
Total income 190,000 190,000 266,330
══════════ ══════════ ══════════
Expenditure
Expenditure on charitable activities 5,6 (178,671) (178,671) (185,995)
────────── ────────── ──────────
Total expenditure (178,671) (178,671) (185,995)
══════════ ══════════ ══════════
────────── ────────── ──────────
Net income and net movement in funds 11,329 11,329 80,335
══════════ ══════════ ══════════
Reconciliation of funds
Total funds brought forward 218,759 218,759 138,424
────────── ────────── ──────────
Total funds carried forward 230,088 230,088 218,759
══════════ ══════════ ══════════

The statement of financial activities includes all gains and losses recognised in the year. All income and expenditure derive from continuing activities.

The notes on pages 7 to 11 form part of these financial statements.

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CHASDEI MENASHE MEIR

STATEMENT OF FINANCIAL POSITION

30 JUNE 2025
2025 2024
Note £ £ £ £
CURRENT ASSETS
Debtors 11 36,000 13,000
Cash at bank and in hand 198,048 209,479
────────── ──────────
234,048 222,479
CREDITORS: amounts falling due
within one year 12 (3,960) (3,720)
────────── ──────────
NET CURRENT ASSETS 230,088 218,759
────────── ──────────
TOTAL ASSETS LESS CURRENT
LIABILITIES 230,088 218,759
────────── ──────────
NET ASSETS 230,088 218,759
══════════ ══════════
FUNDS OF THE CHARITY
Unrestricted funds 230,088 218,759
────────── ──────────
Total charity funds 13 230,088 218,759
══════════ ══════════

These financial statements were approved by the board of trustees and authorised for issue on 22 April 2026, and are signed on behalf of the board by:

Mr Jack Stern Trustee

The notes on pages 7 to 11 form part of these financial statements.

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CHASDEI MENASHE MEIR

NOTES TO THE FINANCIAL STATEMENTS

YEAR ENDED 30 JUNE 2025

1. GENERAL INFORMATION

The charity is a public benefit entity and a registered charity in England and Wales and is unincorporated. The address of the principal office is 28 Portland Avenue, London, N16 6ET, England.

2. STATEMENT OF COMPLIANCE

These financial statements have been prepared in compliance with FRS 102, 'The Financial Reporting Standard applicable in the UK and the Republic of Ireland', the 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) (Charities SORP (FRS 102)) and the Charities Act 2011.

3. ACCOUNTING POLICIES

Basis of preparation

The financial statements have been prepared on the historical cost basis, as modified by the revaluation of certain financial assets and liabilities and investment properties measured at fair value through income or expenditure.

The charity meets the definition of a public benefit under FRS 102. The financial statements are prepared in sterling, which is the functional currency of the entity.

Going concern

The financial statements have been prepared in accordance with the accounting principles appropriate to a going concern, as the trustees have a reasonable expectation that the charity has adequate resources to continue in operational existence for the foreseeable future by meeting its liabilities as they fall due, based on the net current asset position of the charity and available sources of finance. The trustees recognise that they have the ability to exercise control over the charity's grant making charitable activities due to the absence of any legally binding obligations.

Judgements and key sources of estimation uncertainty

There are no judgements, estimates and assumptions that affect the amounts reported.

Fund accounting

General unrestricted funds comprise the accumulated surplus or deficit on income and expenditure account. They are available for use at the discretion of the trustees in furtherance of the general objectives of the charity.

Incoming resources

All income is included in the statement of financial activities when entitlement has passed to the charity, it is probable that the economic benefits associated with the transaction will flow to the charity and the amount can be reliably measured. The following specific policies are applied to particular categories of income:

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CHASDEI MENASHE MEIR

NOTES TO THE FINANCIAL STATEMENTS (continued)

YEAR ENDED 30 JUNE 2025

3. ACCOUNTING POLICIES (continued)

Resources expended

Expenditure is recognised on an accruals basis as a liability is incurred. Expenditure includes any VAT which cannot be fully recovered, and is classified under headings of the statement of financial activities to which it relates:

Financial instruments

Financial instruments are classified and accounted for, according to the substance of the contractual arrangement, as either financial assets, financial liabilities or equity instruments. An equity instrument is any contract that evidences a residual interest in the assets of the company after deducting all of its liabilities.

Cash and cash equivalents

Cash and cash equivalents in the statement of financial position comprise cash at bank.

4. DONATIONS AND LEGACIES

Unrestricted Total Funds Unrestricted Total Funds
Funds 2025 Funds 2024
£ £ £ £
DONATIONS
Donations received 175,000 175,000 251,330 251,330
Taxation recoverable 15,000 15,000 15,000 15,000
──────────
──────────
────────── ──────────
190,000 190,000 266,330 266,330
══════════
══════════
══════════ ══════════

5. EXPENDITURE ON CHARITABLE ACTIVITIES BY FUND TYPE

Unrestricted Total Funds Unrestricted Total Funds
Funds 2025 Funds 2024
£ £ £ £
Donations 176,550 176,550 183,910 183,910
Support costs 2,121 2,121 2,085 2,085
──────────
──────────
────────── ──────────
178,671 178,671 185,995 185,995
══════════
══════════
══════════ ══════════

6. EXPENDITURE ON CHARITABLE ACTIVITIES BY ACTIVITY TYPE

Grant funding Total funds Total fund
of activities Support costs 2025 2024
£ £ £ £
Donations 176,550
176,550 183,910
Governance costs
2,121
2,121 2,085
──────────
───────
────────── ──────────
176,550
2,121
178,671 185,995
══════════
═══════
══════════ ══════════

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CHASDEI MENASHE MEIR

NOTES TO THE FINANCIAL STATEMENTS (continued)

YEAR ENDED 30 JUNE 2025

7. ANALYSIS OF GRANTS

7. ANALYSIS OF GRANTS
2025 2024
£ £
GRANTS TO INSTITUTIONS
Advancement of Health and Saving of Lives 5,000 7,300
Advancement of Education 80,500 63,150
Relief of Poverty 36,250 19,000
Advancement of Jewish Religion 40,300 60,660
Advancement of Community Development 14,500 33,800
────────── ──────────
Total grants 176,550 183,910
══════════ ══════════
£
The following grant payments were made during the year ended 30 June 2025:
Bais Kolshin 10,000
Blooming Blossoms 10,000
Bnos Zion D'Bobov Limited 30,000
College for Higher Rabbinical Studies 19,000
British Friends of the Rabbi Meir Baal Haness Charity (Kollel Shomrei Hachomos) 10,000
Lehachzikom 13,000
Sundry donations < £10,000 55,550
Tchabe Kollel 16,000
Yad Shlomo Trust 13,000
──────────
Total grants 176,550
══════════
8. INDEPENDENT EXAMINATION FEES
2025 2024
£ £
Fees payable to the independent examiner for:
Independent examination of the financial statements 1,980 1,860
═══════ ═══════

9. STAFF COSTS

No staff costs or wages have been paid to employees, including the members of the committee, during the year.

10. TRUSTEE REMUNERATION AND EXPENSES

No remuneration or other benefits from employment with the charity were received by the trustees.

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CHASDEI MENASHE MEIR

NOTES TO THE FINANCIAL STATEMENTS (continued)

YEAR ENDED 30 JUNE 2025

11. DEBTORS

DEBTORS
2025 2024
£ £
Other debtors 36,000 13,000
═════════ ═════════

Included in other debtors is £6,000 (2024: £13,000) due from Harbo Charities Limited, a charity in which a close family member of one of the trustees also serves as a trustee and £20,000 (2024: £Nil) due from U O B H Limited, a charity with common trustees.

12. CREDITORS: amounts falling due within one year

2025 2024
£ £
Accruals and deferred income 3,960 3,720
═══════ ═══════

13. ANALYSIS OF CHARITABLE FUNDS

Unrestricted funds

Unrestricted funds
At At
1 July 2024 Income Expenditure
30 June 2025
£ £ £ £
General funds 218,759 190,000 (178,671)
230,088
══════════ ══════════ ══════════ ══════════
At At
1 July 2023 Income Expenditure 30 June 2024
£ £ £ £
General funds 138,424 266,330 (185,995)
218,759
══════════ ══════════ ══════════ ══════════
ANALYSIS OF NET ASSETS BETWEEN FUNDS
Unrestricted Total Funds
Funds 2025
£ £
Current assets 234,048 234,048
Creditors less than 1 year (3,960)
(3,960)
────────── ──────────
Net assets 230,088 230,088
══════════ ══════════
Unrestricted Total Funds
Funds 2024
£ £
Current assets 222,479 222,479
Creditors less than 1 year (3,720)
(3,720)
────────── ──────────
Net assets 218,759 218,759
══════════ ══════════

14. ANALYSIS OF NET ASSETS BETWEEN FUNDS

15. RELATED PARTIES

During the year, the charity received donations of £175,000 from related parties.

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CHASDEI MENASHE MEIR

NOTES TO THE FINANCIAL STATEMENTS (continued)

YEAR ENDED 30 JUNE 2025

16. CONTROLLING PARTY

The charity was under the control of the trustees throughout the current and previous year.

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