Trustees’ Annual Report for the period
From 1/1/24 to 31/12/24
Charity name: Fairholt Charity Trust
Charity registration number: 1170201
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | The objects of the charity are: 1. The advancement of the Orthodox Jewish faith 2. The relief of poverty 3. The relief of sickness 4. The preservation of health 5. Such other purposes as are for the benefit of the public and are charitable in UK law |
| Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. |
Para 1.17 and 1.19 |
Donations were made to a variety of UK Registered Charities. There have been no changes in objects or policies during the period, and no changes are anticipated in the future. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | The trustees have paid due regard to the public benefit guidance issued by the Charity Commission in deciding the allocation of funds. |
Achievements and Performance
| SORP reference | ||
|---|---|---|
| Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. |
Para 1.20 | During the year, the charity maintained its policy of allocating donations to charitable organisations. |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | At the balance sheet date there was a funds surplus of £17,196 which the trustees have carried forward for future use by the charity. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | It is the policy of the Trustees to maintain free reserves at a level which is considered adequate to provide sufficient funds to cover ongoing management and administration costs and to be in a position to respond to applications for grants as and when they may arise. |
| Amount of reserves held | Para 1.22 | At the year end, the charity held free reserves totalling £17,196. . |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Fairholt Charity Trust is a registered charity (number 1170201) and was established under a Trust Deed dated 3 October 2016. |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | The charity is an unincorporated charitable trust |
| Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees |
Para 1.25 | It is not envisaged that any new trustees will be recruited in the near future, but should that happen a full induction will take place. |
Reference and Administrative details
| Charity name | Fairholt Charity Trust |
|---|---|
| Other name the charity uses | |
| Registered charity number | 1170201 |
| Charity’s principal address | 93 Fairholt Road London N16 5EP |
Names of the charity trustees who manage the charity
| 1 2 2 |
Trustee name | Office (if any) | Dates acted if not for whole **year ** |
Name of person (or body) entitled to appoint trustee (ifany) |
|---|---|---|---|---|
| Mr N Jaffe | ||||
| Mr D Lobenstein | ||||
| Mrs S Lobenstein |
Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
| Signature(s) Full name(s) Position (eg Secretary, Chair, etc) Date |
||
|---|---|---|
| Mr D Lobenstein | ||
Trustee |
||
| 17 February 2025 | ||
| 17 February 2025 |
| 1170201 Fairholt Charity Trust Receipts andpayments accounts 01/01/2024 31/12/2024 To For the period from ~~ee ee ee~~ |
1170201 Fairholt Charity Trust Receipts andpayments accounts 01/01/2024 31/12/2024 To For the period from ~~ee ee ee~~ |
1170201 Fairholt Charity Trust Receipts andpayments accounts 01/01/2024 31/12/2024 To For the period from ~~ee ee ee~~ |
1170201 Fairholt Charity Trust Receipts andpayments accounts 01/01/2024 31/12/2024 To For the period from ~~ee ee ee~~ |
1170201 Fairholt Charity Trust Receipts andpayments accounts 01/01/2024 31/12/2024 To For the period from ~~ee ee ee~~ |
1170201 Fairholt Charity Trust Receipts andpayments accounts 01/01/2024 31/12/2024 To For the period from ~~ee ee ee~~ |
1170201 Fairholt Charity Trust Receipts andpayments accounts 01/01/2024 31/12/2024 To For the period from ~~ee ee ee~~ |
1170201 Fairholt Charity Trust Receipts andpayments accounts 01/01/2024 31/12/2024 To For the period from ~~ee ee ee~~ |
1170201 Fairholt Charity Trust Receipts andpayments accounts 01/01/2024 31/12/2024 To For the period from ~~ee ee ee~~ |
CC16a ~~-~~ |
CC16a ~~-~~ |
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|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Section A Receipts and payments | ||||||||||||
| Unrestricted funds |
Restricted funds |
Endowment funds |
Total funds | Last year | ||||||||
| to the nearest £ |
to the nearest | to the nearest £ | to the nearest £ | to the nearest £ | to the nearest £ | to the nearest £ | to the nearest £ | |||||
| A1 Receipts | ||||||||||||
| Donations | 55,800 | - | - | - | 55,800 | 39,000 | ||||||
| HMRC | 2,500 | 2,500 | 7,500 | |||||||||
| - | - | - | - | - | - | - | ||||||
| - | - | - | - | - | - | - | ||||||
| - | - | - | - | - | - | - | ||||||
| - | - | - | - | - | - | - | ||||||
| - | - | - | - | - | - | - | ||||||
| - | - | - | - | - | - | - | ||||||
| Sub total(Gross income for AR) |
58,300 | - | - | - | 58,300 | 46,500 | ||||||
| A2 Asset and investment sales, (see table). - - - - - - - - - Sub total - - - - - Total receipts 58,300 - - 58,300 46,500 ~~——————~~ |
||||||||||||
| A3 Payments | ||||||||||||
| Grantspayable | 52,932 | - | - | - | 52,932 | 38,090 | ||||||
| Bank charges | 31 | - | - | - | 31 | 31 | 33 | |||||
| Accountancyfees | 1,140 | - | - | - | 1,140 | 900 | ||||||
| - | - | - | - | - | . | |||||||
| - | - | - | - | - | - | - | ||||||
| - | - | - | - | - | - | - | ||||||
| - | - | - | - | - | - | - | ||||||
| - | - | - | - | - | - | - | ||||||
| - | - | - | - | - | - | - |
Sub total [ 54,103 ] - - 54,103 39,023 A4 Asset and investment purchases, (see table) - - - - - - - - Sub total [ - ] - - - - ~~—~~ Total payments ~~—————~~ 54,103 - - 54,103 39,023 Net of receipts/(payments) 4,197 - - 4,197 7,477 A5 Transfers between funds - - - - - A6 Cash funds last year end 12,999 - - 12,999 5,522 Cash funds this year end ~~===~~ 17,196 - - 17,196 ~~>>~~ 12,999
CCXX R1 accounts (SS)
17/02/2025
1
Section B Statement of assets and liabilities at the end of the period
| Categories Signed by one or two trustees on behalf of all the trustees B5 Liabilities B3 Investment assets B2 Other monetary assets B4 Assets retained for the charity’s own use B1 Cash funds |
Details Details Details Details Total cash funds (agree balances with receipts and payments account(s)) Details Cash at bank Signature |
Unrestricted funds Restricted funds to nearest £ to nearest £ 17,196 - - - - - 17,196 - OK OK Unrestricted funds Restricted funds to nearest £ to nearest £ - - - - - - - - - - - - Fund to which asset belongs Cost (optional) - - - - - Fund to which asset belongs Cost (optional) - - - - - - - - - Fund to which liability relates Amount due (optional) - - - - - Print Name Mr D Lobenstein |
Endowment funds to nearest £ |
|---|---|---|---|
| - | |||
| - | |||
| - | |||
| - | |||
| OK | |||
| Endowment funds to nearest £ |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| When due (optional) |
|||
| Date of approval |
|||
| Mr D Lobenstein | 17-Feb-25 | ||
CCXX R2 accounts (SS)
17/02/2025
2
Independent examiner's report on the accounts
Section A Independent Examiner’s Report
Report to the trustees/ Charity Name members of Fairholt Charity Trust On accounts for the year 31 December 2024 Charity no 1170201 ended (if any) Set out on pages 1 (remember to include the page numbers of additional sheets)
Respective The charity's trustees are responsible for the preparation of the accounts. responsibilities of The charity’s trustees consider that an audit is not required for this year trustees and examiner under section 144 of the Charities Act 2011 (the Charities Act) and that an independent examination is needed. It is my responsibility to:
-
examine the accounts under section 145 of the Charities Act,
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to follow the procedures laid down in the general Directions given by the Charity Commission (under section 145(5)(b) of the Charities Act, and
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• to state whether particular matters have come to my attention.
Basis of independent My examination was carried out in accordance with general Directions given examiner’s statement by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from the trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and
- consequently no opinion is given as to whether the accounts present a ‘true and fair’ view and the report is limited to those matters set out in the statement below.
Independent In connection with my examination, no material matters have come to my examiner's statement attention which gives me cause to believe that in, any material respect:
-
accounting records were not kept in accordance with section 130 of the Charities Act or
-
the accounts do not accord with the accounting records
I 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: Date: 17 February 2025 ~~Po |~~ Name: B. Hoffman ~~Cs~~ Relevant professional ICAEW qualification(s) or body (if any): Address: 325-327 Oldfield Lane North, Greenford, Middlesex, UB6 0FX