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2021-12-31-accounts

REGISTERED CHARITY NUMBER: 1170234

REPORT OF THE TRUSTEES AND

UNAUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 DECEMBER 2021

FOR

SHAAREY YOSHER

Melinek Fine LLP Chartered Accountants First Floor, Winston House 349 Regents Park Road London N3 1DH

SHAAREY YOSHER

CONTENTS OF THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 DECEMBER 2021

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 7

SHAAREY YOSHER

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 DECEMBER 2021

The trustees present their report with the financial statements of the charity for the year ended 31 December 2021. 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).

OBJECTIVES AND ACTIVITIES

Objectives and aims

The object of the charity is the advancement of the Orthodox Jewish Faith.

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 Trust's aims and objectives and in planning future activities and setting the grantmaking policy.

Grantmaking

The main way in which the charity pursues its charitable objectives is through the provision of grants.

Grants are made to charitable institutions and organisations after it has been satisfied that payments will accord with the objectives of the charity.

Volunteers

There were no volunteers during the year.

ACHIEVEMENT AND PERFORMANCE

Charitable activities

The charity has had a successful year, raising £69,829 (2020: £77,838) in donations and making grants totalling £53,985 (2020: £69,265) to charitable organisations that further the objectives of the charity.

As at the balance sheet date the charity had unrestricted funds of £210,116 (2020: £194,902).

Internal and external factors

There are specific factors to report.

FINANCIAL REVIEW

Reserves policy

The charity aims to maintain reserves in order that it is in a position to achieve grant making activities at a consistent level and to cover contingencies of additional calls being made upon the charity for support of organisations, institutions or individuals in times of need.

FUTURE PLANS

The trustees plan to continue to pursue the charitable objectives of the charity and ensure that the ability to generate sufficient income is maintained to achieve that end.

STRUCTURE, GOVERNANCE AND MANAGEMENT

Governing document

The charity is controlled by its governing document, a deed of trust and constitutes an unincorporated charity.

Risk management

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 major risks.

REFERENCE AND ADMINISTRATIVE DETAILS Registered Charity number

1170234

Principal address

65 Leeside Crescent London NW11 0JL

Page 1

SHAAREY YOSHER

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 DECEMBER 2021

Trustees

Mr B Glass Mr Y Rigel Mr Y M Diskind

Independent Examiner

Melinek Fine LLP Chartered Accountants First Floor, Winston House 349 Regents Park Road London N3 1DH

Approved by order of the board of trustees on 27 October 2022 and signed on its behalf by:

................................................................. Mr B Glass - Trustee

Page 2

INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF SHAAREY YOSHER Independent examiner's report to the trustees of Shaarey Yosher I report to the charity trustees on my examination of the accounts of Shaarey Yosher (the Trust) for the year ended 31 December 2021. Responsibilitiès and basis of report A5 the charity trustees of the Trust you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 20111'the ACVI. I report in respect of rny examination of the Trust's accounts carried out under SeCt￿n 145 of the Act and in carrying out my examination I have foll(>wed all applicable Direckn'ons given by the Charity Commis510n under section 14515)(bl of the 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 respett.. accounting records were not kept in respect of the Trust as required by section 130 of the Act,. or the accounts do not accord with those records,. or the accounts do not cOm￿Y with the applicable requirernents 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 whSch is nol a matter considered as part of an independent examination. I have no concerns and have come across no other matter5 in connettion with the examination to which attenth)n should be drawn in this retx>rt In order to enable a proper understanding of the accounts to be reached. Mr Aryeh Melinek, FCA Melinek Fine LLP Chartered Accountants First Floor, Winston House 349 Regent5 Park Road London N3 IDH 27 October 2022 Page 3

SHAAREY YOSHER

STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31 DECEMBER 2021

2021
Unrestricted
fund
Notes
£
INCOME AND ENDOWMENTS FROM
Donations and legacies
64,432
Investment income
2
5,397
Total
69,829
EXPENDITURE ON
Charitable activities
Charitable activities
630
Charitable donations
53,985
Total
54,615
NET INCOME
15,214
RECONCILIATION OF FUNDS
Total funds brought forward
194,902
TOTAL FUNDS CARRIED FORWARD
210,116
2020
Total
funds
£
72,598
5,240
77,838
996
69,265
70,261
7,577
187,325
194,902

The notes form part of these financial statements

Page 4

SHAAREY YOSHER

BALANCE SHEET 31 DECEMBER 2021

2021
Unrestricted
fund
Notes
£
FIXED ASSETS
Investments
5
100
CURRENT ASSETS
Debtors
6
210,616
Cash at bank
-
210,616
CREDITORS
Amounts falling due within one year
7
(600)
NET CURRENT ASSETS
210,016
TOTAL ASSETS LESS CURRENT LIABILITIES
210,116
NET ASSETS
210,116
FUNDS
Unrestricted funds
210,116
TOTAL FUNDS
210,116
2020
Total
funds
£
100
179,905
15,497
195,402
(600)
194,802
194,902
194,902
194,902
194,902

The financial statements were approved by the Board of Trustees and authorised for issue on 27 October 2022 and were signed on its behalf by:

............................................. Mr B Glass - Trustee

The notes form part of these financial statements

Page 5

SHAAREY YOSHER

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 DECEMBER 2021

1. ACCOUNTING POLICIES

Basis of preparing the financial statements

The financial statements of the charity, 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 Charities Act 2011. The financial statements have been prepared under the historical cost convention, with the exception of investments which are included at market value.

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.

Grants offered subject to conditions which have not been met at the year end date are noted as a commitment but not accrued as expenditure.

Taxation

The charity is exempt from 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.

2. INVESTMENT INCOME

Interest receivable - trading
3.
GRANTS PAYABLE
Charitable donations
2021
£
5,397
2021
£
53,985
2020
£
5,240
2020
£
69,265

All grants made during 2021, which totalled £53,985, were made to Shaarey Yosher, Israel.

continued...

Page 6

SHAAREY YOSHER

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 DECEMBER 2021

4. TRUSTEES' REMUNERATION AND BENEFITS

There were no trustees' remuneration or other benefits for the year ended 31 December 2021 nor for the year ended 31 December 2020.

Trustees' expenses

There were no trustees' expenses paid for the year ended 31 December 2021 nor for the year ended 31 December 2020.

5. FIXED ASSET INVESTMENTS

COST LESS IMPAIRMENT
At 1 January 2021 and 31 December 2021
NET BOOK VALUE
At 31 December 2021
At 31 December 2020
There were no investment assets outside the UK.
6.
DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
Other debtors
7.
CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
Other creditors
Shares in
group
undertakings
£
100
100
100
2021
2020
£
£
210,616
179,905
2021
2020
£
£
600
600

8. RELATED PARTY DISCLOSURES

There were no related party transactions for the year ended 31 December 2021.

Page 7