REPO% OFM TRUSTEES AND Thomas Coombs Limited Clrtered Accountants 3365 The Pentagon Century Way Thorpe Pa West Yorkshlre iSIS 8ZB
HOLOcAlSURvIV0Rs. FRIENDSHIP copirENfs OFTHE HNPJICIALSTATEMENTS 2 to 17 8alanteSheet 20 to 21 Notes to the Hnandal St•t*monts 22 to 31 Detaled Statement of Flnanoal AcEi¥kies 32 to 33 Grants
IIOLOCAu¥fsuRVIVORS' FRIENDSHIP REFERENCE AND ADMINISTRATIVE DEfAILS FOR THE YEAR ENDED 31ST DECEMBER Z024 Mr SinKHI Jackson M$jla (re5wd I8"septb 20241 Mr Ben Barktrw CBE Mr matt jacks Patrkth (res 16th Fe 20241 MI Cokn GL% OBE Ms Ann (Jn¥) Kagan (Chair} PAr Imran Manztr Profe55(rJthannetrDider Stetnert tk Chriyine Erin Schmidtlappjinted tr June 20241 Mr Sanx4 Russell lafvymnted 20thJLme 20241 Mrs Bart>ard CammenNin Mr Robtn Gilmore MtsV•S Glass Dr Martin KaFd BEM Ms Judith RIKNJes Mr WKhyel Sh Dr DWKI lknkll MfsGertTvde Silmafi MBE Mr Frank Giiffiths Mr BarryAn Iwicel Dt Martin Ka BEM Mr Rokn Gilrn(Ke (WKe) J)VFSORY COMMITTEE ADMl141STrAT(l frtr5 Batha aine MBE 311 Stoiwte Road BarryAnysz IVKe) leeds Mr Robin Gilmore (Wicel L517 6AZ REGisfERED COMPANY NLWBER losnin (ENI arnl Walesl AEGISTERED CHARfTY NUhWER 1171652 Thtrpe Park West Y¥re
Trustees Annual Report The trustees who are also directors of the charity for the purposes of the Companies Act 2006, present their report with the financial statefnents of the charity for the year ended 31st December 2024. The trustees have adopted the pn)visions of Accounting and Reporting by Charrties.. Statement of Recornmended prartI applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective l January 2019). Chair's Statement While HSFA first launched almost 30 years ago. Holocaust Centre North in its current form is still a young organisation. This year has seen another period of tremendous growth and learning, not only in the size of the team, but also in the range of work. the diversity of associations, the volume of the collection and as always, the ambition of the team to rethink delivery of the mission so that the work remains urgent. relednt and impactful. As the survivors who founded the organisation increasingly leave its stewardship to the next generation, our responsibility is not to 5iTnply continue their work. but to re-visit their vision and reinterpret it for the world we now navigate -a world I know many of them would be saddened to see: the resurgence of the far right. the polarisation of our societies. and the suffering endured bv people across the globe. But thi5 organisation- their organisation - has always placed people and humanity at it5 very heart, and we remain unwavering in our commitment to that path. particularly when fear threatens to obscure it. It is our belief that by focussing on these stories and finding inventive ways to preserve and share them, we can honourthe experiences of our survivor community and deliver trulv impactFul work. Work that combats antisemitism and racial intolerance while actively promoting dialogue and community cohesion. That vison is at the heart of all our work. but perhaps the most powerful testsment to it is the launch. in Novernber. of the Rudi Project. our new communtty development initiative. Even in its early Stages, the project is already proving to be a powerful vehide for reaching beyond our tradttional audiences and embedding our work within the communities around us. It provtdes a platform to connect with new networks and social groups. forging meaningful relationships and opening new channels of dialogue and understanding. Most importantly, it allows us to bring these stories to life within todaws narrative-demonstrating their undeniable contemporary relevan. The Rudi Project is fast becoming the connective thread that weaves together all aspects of our work-from survivor support and archive building to artistic restK)nse5 and our education programme. It is helping us create a more cohesive and impactful approach to our mission. Page 2
This year has also marked significant progress in our Archive development, with the addition of new staff members and the publication of our first collection (ztalogue-a major step on the road to digtti5ation and remote aCSSibIlIty. We realise how important this area of work is for the familie5 that entrust their collection to us in knowing that their collections have a home where they will be cared for, and entrusted to archive experts who understand their sign5ficancwnd that they will be able to V15it the Centre with their families to view material and continue engagement with the family history. More than that. knowing their materials are digitised. made available to users. and actively used across our programmes reassure5 them that their stories will be widely shared, playing a vital role in making Holocaust eduG3tion a powerful force for good. This dose relationship with families 15 a key part of our identity. Throughout this document, you'll read of other developments and details. but I hope what stands out is the unifying spirit that drives our work and fuels our ambition. We are incredibly fortunate to have a team whose passion and vision shape everything we do, and as Chair it is thrilling to watch the knowledge and expertise of this young team grow and thrive alongside the organisation. The Board Is deeply grateful to them for their commitment and dedication. Of course, funding our work will always be a challenge, and we are profoundly thankful to our key funders-not only for their financial support but for their belief in our mission, their guidan, and their moral backin& which enables us to keep these stories alive and at the centre of contemporary conversation. JenT]y Ka8an
Trustees Anmial Report Objects The charities objerts are: to advance the education of the public, in particular about the history and effect of the Holocaust and related topics. includin& without limitstion. by providing a repository of archive and museum collertions, including a permanent exhibition, and delivering a programme of public engagement and leamtng on the H(A(Kaust. human ri8hts abuses, freedom and equity, and related tOPiCS: to provide relief by way of friendship and 5UPPOrt (whether financial or otherwisel to Holocaust survivor5 and their famblies who are in charitable need. Public benefit The Trustees have reviewed the guidan provided by the Charities Commission relating to public benefrt and are satisfied that the activities undertaken by the HSFA fall within the guidance.
Annual Report HOLOC CE NORI UST RE I,[Jl ¥l'
Introduction This report provides the latest updates on the activities of Holocaust Centre North, including its exhibition and learning centre. covering the period from January 2024 to December 2024. It also outlines our future priorities for audience development and engagement. Despite the challenges posed by ongoing conf lict in the Middle East and impact of the cost of living crisis. we have had a busy and impactful year. Our focus has been on expanding audience engagement, ref ining our pedagogical approaches to ensure the continued relevance of our work. and strengthe- ning our team and organisational capacity. These efforts have laid a strong foundation for the next phase of our strategic plan (2025-2027). which aims to reinforce the organisation's reputation and long-term sustainability. The following sections provide an overview of key developments across all areas of our work. Programme Archive and collections The year 2024 has been a landmark period for Holocaust Centre North's archive. with significant progress in accessibility, collection development, and public engagement with collections. One of the most notable achievements of our collections team has been the publication of our f irst-ever catalogue on the National Archives website. For as long as we have existed. the only way to f ind out about our collections was through a direct enquirJJ, and research by the Archivist. Now, people are able to find out about the generalities of 70 of our collections online. This mile- stone represents the f irst time our records have been made publicly accessi- ble and was made possib5e through the support of the Rothschild Foundation Hanadiv Europe and the Claims Conference. The catalogue's publication is a crucial step towards the development of an archive browser featuring digitised images in 2025. This will be hosted on our website.
The launch of the catalogue has generated substantial interest arnong aca- demics. artists, schools. researchers. and families of survivors. Extensive promotion via social media, newsletters. and media coverage, including fea- tures in the UK Jewish press, museum-related publications, and BBC News, has significantlu increased enquiries. Cataloguing has enabled us to deepen our understanding of the archive's strengths and identify gaps in our collections. Just as an example. by catalo- guing. we uncovered a substantial number of Jewish refugees assisted by local Quaker communities, prompting us to explore further connections with these groups. For our team. this development has been immensely rewarding, and with a deeper knowledge of our collections we can create much more meaningful programmes. particularly from the point of view of engagement. The development of new f inding aids. such as subject guides, has streamlined the work of the Archivist, improving eff iciency in responding to user enqui- ries and in 2024, we were able to respond to just above 500 research enqui- ries (as opposed to 50 in 2022). The process of cataloguing has also strengthened relationships with Holo- caust survivors and their descendants, and has fostered new connections. As an example. during the cataloguing process, our Archivist identif led referen- ces to David Berglas. the renowned magician, whose family had supported a refugee. This discovery led to collaboration with David to digitise some of his family photographs before his passing, demonstrating how learning about our collections can expand our networks. Below is a photo of a coll8ctlon donor co¥rring ba¢k to our archi¥e to see his ¢¢)lJe¢tion afttr it has be•n repackagod appropriate organisation's key strengths is builthn9 meaningfvl. Tel&ti0fftships with collertion donor& These conneGtions help fill ga catalogue and ensure donors understand how th•ir materials wi¥ be Ised. We keep donDrs informed about how their co1CtionS our work and engagement pwammes. TAthich we see as a vital part of fosterning a Gulture of Care when engaging with traum ibutèt
Our archives and collections serve as the foundation for our public activities and engagement, shaping and informing our work. What follows highlights key program- ming areas where collections play a central role. Exhibition, Learning and Public Engagement In 2024. we were fortunate not to experience cancellations to the extent that other Holocaust organisations did. However, while our schools numbers increased, they did not meet our initial projections. There are encouraging signs of growth, and we anticipate a strong recovery in 2025. Key Engagefflent Numbers Snapshot: Total Students Engaged: 2.407 (Primary: 1.114. Secondary. 1.2931 Total Sessions Delivered: 92 (Primary." 43: Secondary: 49) Trainee Teachers Engaged- 205 Teachers Engaged: 1,213 Social Workers Trained: 70 Police Off icers Trained". 602 General visitors: 4,841 To expand access to Holocaust education. we are working closely with the Universi- ty of Huddersf ield's School Liaison Of f ice to ensure schools in deprived areas of At Holocaust Centre North. our sclwol programrne Sessions Include both time In the learnsfw Gertre artd hand5-on enga9ement in the exhlbi- tion. Every session now incorporates $tories frorn our colleGtion. provi¢fing deeper insights Into personal experrences of the Holocaust. Our1garnin9 pro9rammo is desigTredts help stud•rt5 nderStand ¢auses. C{se9m¢?5. and le9acies of the Holocaust. Tthr09h interacti- ve tIvitieS. we challen9e coTh¥non fRisc4eptI4 develop critical thinkry skill& and explore why Holo¢aust education remains essential today.
the North of England can benef it from our programmes. Thanks to the University's support, we are able to of fer a travel bursary that covers coach costs for schools that might otherwise be unable to visit. Additionallu. our outreach programme allows us to work with schools beyond our immediate catchment area, including institutions in Newcastle and Northumbria, ensuring a wider reach for our educatio- nal initiatives. We are actively ref ining our evaluation process for this part of our programme. We have developed an outcomes framework specif ic to learning and public engage- menL, and are collecting quantitative and qualitative data sources. While we are currently in the data collection phase. a comprehensive evaluation report is expected by the end of 2025. Engaging Hard-to-Reach Communities Memorial Gestures Memorial Gestures, an initiative by Holocaust Centre North, is a programme of artist residencies designed to engage with our collections and recontextualise Holocaust history within contemporary critical frameworks. Through this platform. we aim to create space for artists and audiences who have traditionallu felt exclu- ded f rom Holocaust awareness initiatives, enabling them to navigate our archive and contribute new knowledge and approaches to engaging with our collections. At the same time. Memorial Gestures contributes to the international debate on Holocaust education at a moment when survivors are increasingly unable to share their testitnonies. While many institutions are turning to digital technologies-an approach we are also adopting by digitising our collections-we advocate for a Ariane Sohl¢k1ri9htl scans archival docwrts for hep artist•c reSev byaeer. As th• grablter of Holocaust surviviw Ariane has long been interested In workin9 Wftlmn this field. However. she initially found the se¢tor to be an impenetrable mornolith, challen9lng to aGG¢a•-e¥en with her 646kgrond. Data frnm oup MellrI#l &è6tUPaR 2pplieatlons coDfirm# that this is 2 WldÈ4ad issue. parti¢ularlu ft)r pract•tioners from global majority backgrounds and those TJ¥ith irtersectional Jewish idertitie& Tlrou9h her residency, Ariane has deepened her •nga9OmeTrt with th¢ field, gained exper¥•nc• working with and family-tlased ar¢hi¥es and is now Pn9 a PhD In Hol0¥ educ10. Read more About Ariane's experience Ire." https..ltholo¢austcentTenorttrLorg.vklblogimÈmorlal4Jestrn-2-ariane-schickl
complementary perspective. Rather than relying solely on digital innovation, we return to physical collections, embracing a pluralistic and intersectional understan- ding of who can serve as a tnessenger for the stories within our archive and expan- ding the focus beyond survivor testimony alone. Beyond the residency programme. Memorial Gestures has created opportunities for engagement with institutions and their audiences through workshops atsd colla- borations. We have hosted events at the Wiener Holocaust Library, Manchester Jewish Museum. Queer Yeshiva, the Stephen Spender Trust. the Centre for Tran- scultural Writing and Research at the University of Lancaster. and the University of Leeds, with more exciting partnerships to Gome in 2025. Since its inception, Memorial Gestures has awarded 15 residency opportunities. Of these, 10 participants have continued to study the Holocaust after their residen- cies. and two are now pursuing PhDs to expand on the research they began with us. Several residents are grandchildren of Holocaust survivors who had never previou- sly engaged with their family history. while one is the grandchild of Romani survi- vors. In June 2025, we will mark three years of this project with a major exhibition featu- ring work by every artist who has participated in the residency programme. The progratnme has also expanded into a writer and translator spin-of f. and in 2024, this led to the launch of our own publishing series. The inaugural publication. Poetry After Auschwitz." Walking in West Cornwall with the Ghost of Great Aunt Hilde by Ben Bar.ow. set the tone for the series, though Barkow was not a resident. This poetry Gollection can be purchased on our website. Artist April Lin in comrsation with survivors Trvde Silman and Martin Kapol. Together. they are disc¥ssiTry ideas for Aprfl's film'The Gaps Between The urforgettabl*' Page 10
The Rudi Project We are excited to share that in October 2024. we launched The Rudi Project, an initia- tive designed to engage local communities that have not yet been part of our work. These communities dif fer signif icantly from those served by Memorial Gestures and include some of the most isolated groups in Yorkshire. Among theffl are refugees, asylum seekers, and individuals with limited access to educational resources, as well as communities whose identities have been targeted in recent political debates and media coverage. This includes those affected by contemporary war and conf lict, as well as groups misrepresented in discussions around last summer's so-called °riots.° Additionally. The Rudi Project builds on relationships we have developed over the past year, including with groups that have expressed interest in collaboration or where we have identif led potential ambassadors. These include the Roma and Traveller communi- ty, the Deaf community, Bradford's Muslim cofflmunity. the elderly LGBTQIA+ communi- ty, and the Ivb¢*l Jewish community in Kirklee8. The latter, recently reGorded in th8 census as having nearly 200 members, lacks a unifying hub for Jewish life-an issue frequently raised by individuals seeking to strengthen and consolidate their community. We are supproted in this by the Jewish Leadership Council. The project launched with the appointment of a Head of Communities. Dr El Stannage, followed by an initial phase of desk research, project design, and network-building. A group ot refugees from Ukralne. Afghanlstan and Syrla and the chiltren of Holowjst swvivln thring our first Ruth Ppojeet session. They explored our archsve. 0Ver1 letter8 posieards. and testimonies th•t captured Mome of connxtlon and remembrance by Holocaust reFugee$ in the most extreme c•r¢urnstances. After learry abwt those stories. participaAts refiected on how we remEmber those wlw C't be with s. Iww we hold them especially as we drakv nearer tothe (this took * OH 15th of December). The sessio highlighted the power of collertions and communities working hand in hand.
Through workshops, events. publications, and artist residencies, the project uses co-production to explore critical questions about Holocaust education and legacy. In seeking to engage with communities. we recognise that many come from backgrounds shaped by calamity and trauma. By facilitating direct engage- ment with our collections. exhibitions, and stories of discrimination. persecu- tion. forced migration, and loss. we aim to create opportunities for individuals to learn about the Holocaust. but also to share their own stories. We believe this will foster ffleaningful connections with others, even when cofflmunal expe- riences differ. In turn. we hope this process will allow our organisation and f ield to further explore the essense of what constitutes a community, a familu-and, in doing so, f ind more creative and impactf ul ways to engage people with Holocaust education in the future. This project is our response to the current context of ongoing international conf lict, particularly in Ukraine and the Middle East, where the misappropria- tion of Holocaust history has contributed to an alarming rise in antisemitism (up 589 % ) since Oe.tober 2023. These divisions are further exacerbated by the cost-of-living crisis and the social fractures left in the wake of the COVID-19 pandemic. As a result, many marginalised communities express scepticism toward archives and museums, questioning whether a Holocaust awareness organisation has relevance for them. Tho Rudi Project seeks to bridge these divides by fostering dialogu8 about our shared humanity while introducing communities to our collections and stories. This initiative bLJilds on our Herigate Fund Resilient Organisation project, which redef ined Holocaust Centre North with a commitment to articulating a global history through local stories and fostering a culture of care in trauma-related engagement. The Rudi Project empowers local communities to shape sustai- nable. long-term strategies for engagement across our archival. learning. and public engagefflent programmes. In December 2024, we hosted the project's first workshops, which not only produced their own meaningful outputs but also contributed to the co-cura- tion of parts of our 2025 Holocaust Memorial Day commemoration in collabo- ration with local communities. This year's commemoration drew a record attendance of 238 people. In addition to our own event, we also participated in and presented our work at HMD commemorations in Leeds, Liverpool. and York. collectively engaging 948 people. The project is naffled after Rudi Leavor-a Holocaust I'ef ugee and a key f Igure in preserving Bradford's synagogue-who worked tirelessly to promote cross-cultural and inter-faith collaboration in West Yorkshire. Page 12
Strengthening HSFA'S Capacity to Deliver Effectively Staff ing In 2024, six new members of staff joined Holocaust Centre North in key roles: . Two Archive Assistants (0.6 FTE each) - who joined us as part of the Homeward Bound project, focusing on digitisation. Communications Assistant (0.8 FTE)- who manages our social media platforms. press relations, internal communications, and front-of-house operations. Learning Assistant (0.8 FTE) - who supports the delivery of our learning pro- gramme afid public events. Head of Communities (0.8 FTE) - who has taken on this leadership role, stren- gthening our engagement with diverse communities. Head of Creative Programming (0.6 FTE) - this role was established to oversee the Memorial Gestures programme. Additionally. we initiated recruitment for a Deputy Director but did not appoint a candidate at the time. as none fully met our criteria. We plan to revisit this recruitment in the first half of 2025. A new couection betng digitised in ¢)ur repfogranphic suite (Martin Hayman collection, Holocaust Centre North, ¢4Wrtuy of the Hayfflan family and Freya Clack). Page 13
Fundraising Our 2024 funding came from a diversif led portfolio of supporters. including the Association of Jewish Refugees, the Pears Foundation. Arts Council England. Heritage Lottery Fund. Claims Conference, the Rothschild Hanadiv Europe Foun- dation, and the Ernest Hecht Charitable Trust. In addition to grant funding, we generate income through activities, events, and the support of regular donors. While donor contributions make up a small per- centage of our overall portfolio, we have successf ully increased this income over the past year. However. we continue to rely on grant funding as our pri- mary source of income and could not sustain our work without the vital support of our funding partners. The priorities in 2025, from the point of view of fundraising. will be to expand our network of individual givers, improve our legacy programe. renew funding from the Claims Conference and Rothschild Foundation (Hanadiv) Europe, orga- nise a thank giou dinner for supporters, strenghten our membership programme. Professional Development In 2024, staff development opportunities were limited, particularly as we focu- sed on recruiting and onboarding new team members from June onwards. This was an intensive period that required significant time for inductions and trai- ning on our work and practices. Despite these constraints, we launched a research initiative to enhance mental health provision across our workforce. including staff. artists. researchers, volunteers, and contractors. Two $lbllngs Ilght up a candle durlng our HoloGaust M¢morlal Day Gommemoration (Courtesu of Alex BaklEal hsDALF r.s•P .14
As part of this, we appointed an external researcher to conduct interviews and comparative studies with other organisations operating in trauma-informed spaces. We are currently working in partnersh4P With the university to explore extending their staff support services to our team. Additionally, we are in the process of developing a Comprehensive mental health policy. ensuring a sustai- nable and structured approach to wellbeing. Once finalised, we believe this work could serve as a valuable model for other organisations in the Holocaust educa- tion and remembrance sector and we are thinking of ways to share our f indings. Looking ahead to 2025. we have planned a structured programme of training to strengthen our team's capabilities. All staff will receive f irst aid training to ensure a safer working environment. GDPR and collections-use training will be delivered to reinforce best practice in data and archive use for all staff, Cru- cially. we will introduce a series of specialist sessions designed to empower our team to engage in conf ident and purposeful conversations about war, conf lict. and the impact of their work. These efforts will help build a more resilient, infor- med, and well-supported workforce. P*38 15
Trustsgs. and dlrectors. responsibllities, gOVernCe and management TrusteelDirector is required to underlake an induction inlo the charitable aims of HSFA, the background of the organisation and its oFwatM)ns. Each is required to demonstrate suitab expeiience, knowledge and skill ty experipm or training prK)r to or shorty after appointment Regular attendan at mtings is rEquired. review all matters relats.ng to the running of the incorporated charity. The Advisory Group (previously the management committee who wefe fofmalty trustees of the charty) meets approximately every six weeks and are keen to ensure their expert inwt continues to support the ongoing work of Ihe HSFA which a150 indudes the friendship, s(xia and support The Chair is Ms Jen Kagan. The Treasurer, Mr Colin Glass Over all finarKBI ffRtters and is supported by a part-ts'me Finan Offiw. Mrs Sarah Kirk. who is also the Board Secretsry. The Administrator, Mrs Barbara Cline MBE continues to administer the Advis¢Ny Committee and fracilitaies communications beiween the iwo groups working ck)sdy wth the Board Secretary. Sorr member5 of the Board also attend ts Advis(wy Committee, thus ensun'ng effective iwo way COFrffiunications. The policies and strategic ditBCtion 5 ty the Board are irwenled through the Director, Dr Alessandro Bucci. We consider tre charity's succession planning, training arKJ as an Im[tant fftter. The Nats'onal Lottery HeTilage Funds ReSISen Funds continued to supp(xt thi5 W( The charity works hard to minimi5e risk and pdries and procedures ntinue to be under Rlsks and Intemal contmls systems of control. The key risks to the organisatK)n are fare to attract funding. delivery of key nding and quality targets set for operating Hokxaust Centre North. and security in the event of an attacK Actions to mrtigate these are revEwed a regular tjasis through a rcA)ust risk management framework. Security is a standiog item at ev Board meets.. staff training arKI dose working with counter terrorism, Kirklees Prevent team and the univeIty of HIdersfie1d is in place but cannot provide absolute assuran of risk. Page 16
Financial Review The HSFA achieved a net sulph of£117A52 {2023: £64.555) deWecPts of £53.637 {2023: £76,287). The HSFA M)come fcy 2024 was £521.749, an increase of £98,(1 compared to 2023. The HSFA successfully increased donations by £19,972 and grant funding by £59.959. The Memorial Gestures grant funding was higher in 2024 as the project covered a ftth 12 months compared to 3 months in 2023 and the Homeward Bound prryect fUrj atso increa*1 as more staff were retrurted part way through 2023 and into 2024. The Rudi prqect c))mmenced in 2024 attracting an addltional £12,360 and the New Home project grant funding increased as catal costs were spent to enhance the exhibib'<)n. Deposit acc(wnt interest increased by £10.748 as additK)nal d. aCC(nIS were opened to maximise on bank interest Total Revenue expense for 2024 was £458,034 an increase of £22.614 cCpared to 2023. The staff costs increase was due to incurring a full year of staff costs for the a(Iditional part time staff recruited fr(xn Juty 2023 to support the MeMla1 Gestures arKI HomEward Bou1 projects and the commencement of the Head of Communities FK)St for Ihe Rudi proie¢L Travel and SubsiSter costs were higher in 2023 relating to the Memorial Gestu prOjt ar7d office equipmentAYebsitelsoftwa costs were also hh in 2023, relating to the Resilien project (compkted March 2023). Staff recruilment costs wwe higher in 2024 relating to the recruifvnt of the Head of Communrties post. Investment policy The Trustees have opted to invest pwt of the charities reserves in instant access and short to medium term nottce deposit accounts offering cxpeve interest rates to Tnaximise on bank interest Reserves policy The Board of Trustees ]nsIder free reserves to be unrestricted funds that are readily available for spending. which exdudes fixed assets. restricted funds and designated funds set asxle lo meet essential future spending. The total UnreStted reserves at the 31st December 2024 were £563,266, comprising of £299,954 fixed assets and £263,312 free reserves. The Trustees are WOTktng on maintaining a free reserve of 6 months of the thariiies expense, (recommended by the Charities Commission), £270,000 based on the 2025 prqected expense. The Trustees consider this level of funding will provide the HSFA with suffiaent funds to continue delivering the charities oty"ectives until further funding is secured. The Truslees are also working towards building a designated fund to enable future transition and growth of the chatity. structure. Governance and Management Governing document The charity is controlled by its governing document a deed of trust. and constiiutes a limited company, limited by guarantee. as defined by the Companies Act 2006. Approved by order of the Board Trustees on Marth 2025 and sw3ned on ils behalf by: Ms Ann Eugenia (Jennyl Kagan (clTY - Tn Page 17
INDEPENDEpif EXAMINER'S REPORT TO THE TRUSTEES OF HOLOCAUST SURVIVORS, FRIENDSHIP ASSOCIATION lndent examinu's report to the Inmeesof Holoraust SuThb¥ors' Fmthlwp A(Klatson fthe Cwarf) I report to the charity trusteeson my exanatiOft ofthe accounts of the Companyfor the year eThJed 3tst December 2024. RespM5ibiliries •d basis of report Ji% the charity's tiustee5 of the Company land also Its (tiiectors for the wrp05es of company law) you are reSnSible the preparation of the accounts in accordance with the rwuirements of Compan5e5 Act 2006 Ilhe 21)OG Act'l. Hawng satisfied myselfthat the èccounts of the Company are not retjurgj to be audtted under Part 16 of the 2006 Act and are digible for independent examin8tion. I report in resttt of my examination of chariws accounts as Carr oul unts Section 145 of the Charities A£t 20111'the 2011 Art'l. In carrying out my examination I have followed the Direiion5 gNen by the Charity Commisston under SEctK>n 14515) Ibl of the 2011 Act. Since your charity's gross income exceeded £250,IXI your examiner must be a rwnber of a listed LK)(ty. I can confimi that l am qualrfied to undertake the examination because l am a memberof the Institute of Chartered Accountants in England and Was. which is one of the listed bodies. I have CL>mpleted my examination. I nfirrn that no ha¥¥ to rrry attentbn tn conneav)n wrth the wmlnation givins me cause to believe.. accourrtln8 records werp Thot kept in respectof thecompanyas re(Nxed by Sectson 386 ofthe 2(K16 P<t" or the accounts do not accord wtth those records,. or the accounts th not comply with the acCOuntrr requirements of Sedion 396 01 thè 2006 Act other than any quireMent that the accoutts gi¥e a true and fair view wh•ch is Tt a matler considered as pBrt of an independent examination.. or the accounts have not been prepared in (OrdanCe with fflethlxts and principle5 Qf the Statement of Recommended Practice f( accounting and ieporting by charities {appli(xble to tharities prepaiing their accounts in accordance wtth the Financial Reporti &andardapplicèble in IJK and Republ1 Ireland IFR5 1021Tr. I have no c0nCeff and Fove come acrnss rn other matters in with exwnn)ation to ¥thich atteTrtion shouhl b2 drawn in thi% report in ordeT to enable a Kt)per undetand00fthe accounts to be reached. C.Dc<Lw Christopher Da7n FCA Thomas Coornbs Lin)ited tharteredAccourtants 3365 The Pentagon Century Way Thorpe Park West Yorkshlre LS15 8ZB Date.- 19th Marth 2025 Page 18
STATEMEKf OF FINANaALAcrivrriES FOR THE YEAR El£0 DECEMBER 2024 2024 Total 2023 Totsl funds Unrestricted Restricted fund5 Ir4COME AND ENDOWMENTS FROM Donations, grants and legacies 73 406.1 405.593 Other trading 6ctivitie5 Invement income Other income 15517 15517 15 JN75 13,240 4.855 3A75 Total I56$ 521,749 423.688 EXPENDrruRE ON aritablt adi¥ities Project management and delivery Support Costs 61.611 39561 45772 435,247 173 Total 62,173 395061 435.420 P4Ef INCOMEI{EXPENI)IfuREI 53395 320 111.7321 Composrtion of net incomellexpendrturel Depreciation Other net income/{expenditure} 153,6371 107,032 153,6371 117,352 176,2871 64,555 10,320 53,395 10,320 63.715 111,7321 16 0320) n5 n5 IIL732) RECOPXIUATION OF Fuf4D5 Totsl fur¥Js broughtf0rd 499551 499551 511.283 TOTAL FUNDS CARRIED FORWARD 563266 563266 499,551 All kncomeaNI hasari5en from contln* activitie& The notesfomi part ofthesefiftancial statements
HOLOCAiNSlKtlnV, FRIEP4DSHIP BALANCE SHEET 31ST DECEMBER 2024 2023 Totsl funds furxts Notes FIXED AS5E15 Tangible assets 13 321.431 aiiiREt4T ASSETS Debtors Cash at bank and in hand 14 47,958 379,925 851756 Lia1051 289531 117W 427,883 CREDoR5 Amounts fallh8 due wrthin one sar (915.1751 1249.763) NET CUIIIIENT ASSErs 263312 263312 178.120 499.551 NEfASSErs 499.551 FUNDS Unrestrthd furKIs 16 499.551 TOTAL FLWDS 499.551 The charitable company is entitled to exempti from under Section 477 of the Compans Act 21X)6 for the ended 3tst December 2024. The members ha¥e not rewlred the company to obtaln an •udlt of ftnanclal statements for the yr ermled 3tst DKember 2024 In accordance with Seclwn 476 ofthe coMpanArt 2Th)6. The trustees acknowledie thelr responsIlie5 for lal ensurtn8 thal the charltable company keeps accountln8 records that cL¥Mply wlth Secdons 386 and 387 of the CL¥npanles Act 2006 and preparing finarKial ststements whlth a true and fair of the state of affairs of the Chaable company asat thE end of each financial year and of its Sufplus or deficit for each financial year in acC<nCe with the [rnents of SectKJns 394 and 395 and which otherwise comply with the requlranents of the Companies Aci 2006 relat# to finan(ial ststements. so tsr as applKable to the tharitaNe company. Ibl The notes fom partof flnandal statements Paze 20
BALANCE SHEET. continued 31sr DECEMBER 2OZ4 These ftnancial ststements have been prepared in accordance wlth tht ty0v1or applKable to charTtable compantes 5ubjett to the small companiesregime. The flnanclal 5tatemerts were awo¥ed the Board of Trusiees autkKMGed for iswe ¢)n 191b March 2025 aThl Thve ggned on Its behalf by: C GI. Tntslee The notes fomi partofthese financial statements Page 21
HOLOCAUST SURVIVOIS, FRIENDSfrIP
ASSOCIATION
NOTES TO THE FINANaAL STATEMENTS
FOR THE YEAR ENDEO 315T DECEMBER 2024
AccovfmNG POUCIES
The financial statements of the tharitable cwpany. vthich a benefit entity WKler FRS 102. been prepared in
accordance with the Charities SORP IFRS 1021 'Alunting and Rewrttng by Charities: Ststement of Recommended PrdCticE
applicable to charities preparing their accounts In acCOrthr wtth financial Rewrting stsndard app1scae in the UK and
Republic (Ff Ireland IFRS 1021 (effective l January 2019}'. Financial Reporting standard 102 Yhe Financial Rew>rting Standard
applicable in the UK and Republic ( IrelaTrJ' and the Companies Act 21YJ6. The financial statements have been prepared urbder
the historical cost conwition.
The financial statne[rtS arE wepared on a goi c(xKem basis under t1 histThical cost Convent, modtfred to indude
certain iterns at lair Yalue. The finarKial Statements are weserlted in Sterli vthKh is the fiKTrctTra1 CuThc¥ of the tharbty
and rounded to the nearest £. The significant accounkn.ng policies apEd in the wepar3tvJn of these financial ststements ar
set out below. These pdtcte5 have been consistentty apled to au years presented unlessotherwise stated.
In the event Oft thartfy iing wo1 up. the liablityin Of grantee is lifflited to £1 per mgmber ofthe charity.
Fknan
HOLOCAu¥f SURVIVORS. FRIENDSHIP NOTES TO THE FINANaAL STATEMENTS. c•xrtlnued F(IR THE YEAR ENOED 31ST OECEMBER 2024 T¥4lble fixedassets Depr110n is &¥Ied all tsngilAe red a55et% at rJtes cakdated to ¥ffite off the Co.1$ estimated residual Yalue, of each ass on a sy5tenatic bashs over its expected useful life. Leasehold Impro¥ements- between 5% and 20% Taxation The charbty lsexempt from corporation tsx on itstharltable actl¥lties. Fynd ¥ccth Unrestricted funds are avallable for use at discretion of the trustees In furthernnce of the general obitttfves of the charity and which have not been designated for other purpose& Restricted funds are funds which are to be used In accordance speofic restrictions imposed by donors or which have been raised by the charity for particular wrposes. The cost of raising and administerin8 such funds are thar8ed against the specific fund. The aim and of each re51ricted fund is set in the note5 to thefinancial statements. The charltsble company operaies a defined ¢ontributrJn PenOn schem£ Contributions payable to the charitable company's pension Srne a charged to the Statement of FinarKial Actrknes in the perlod to which they relate. Fmanoal lftstrumefits ThE ilioi i1¢ company On enters bnto transactions in 'b& fiTrartci•l instrumtsnts whKh r.Et in the recognition of assets and liabllitles. these indLbde tradè and other debtors and crert0 bank balances, loans from banks and other thlrd partie& and103ns to related parts. These are recognised in tt dritable companrfs balarKe sheet when it becowe5 party to the contTrrtual provisions of the 51Ment. Basbc financial assets {Oth than ttK)se classfied as payaWe withln one yearl are Inltially measured at cost are subsequently carried at cost or amortised c05t y4ng the effective interesl rnetho(L less any impalrment10$5es. Ba5K financial assets classed as recei¥able wlthln one year are t amortised. Bask flnandal liabilltles lother than tse ¢lwil*d as payable withln one year) are ttIO11Y measured at presenl value of future cash flows and subsequendy at amorti5ed c05t 8 the eff2tti¥e Interest SiC finarfial Ilabllitie5 dassed as payable wlthin one yearare not amortssed. Financial assets lialItIeS are offset, with the net amunt reported in the finandal statements. there is a legally errforceable right to Set off t1 recognised amounts and there is an intention to settle on a basis or to reali5e the asset and settle lialy'lity &multaneou51y. Pay 23 continued...
HOLOCAUST SURMVORS. FRIENDSHIP NOTES TO THE FINANaAL STATEMENTS. contlnued FOR THE YEAR ENDED 31ST DKEMBER 1024 2023 7U55 4.238 41YJ.931 52.183 3.403 349,972 35 Gift aid Grants Subscriptions 405.593 Grants Indd in the abo*. are as follows: 2024 2023 General 409J31 349.972 2024 2023 Sch¢y)l tslks & vtsits Tlcket sale5 Awn hire 14947 11.309 1,811 120 570 15.517 13,240 INVESTME1 INCOME Z024 2023 )Unt intffest 4,855 Direct Costs (see rKJte 61 SupFQrt costs (see note 71 Totabs Project management and dellvery Support costs 454.230 3242 562 457A72 Page 24 continued...
HOLOCALW SUR[{$. FIUENDSHIP NOTES TO THE FINANCIALStATEMENTS- conlinued FOR THE YEAR ENDED 3W DEIIMBER 2024 2023 stsff c05ts Travd, subsisteKt & hospitatity Insurance OffKe equiwitht & software TelephL¥) Postage and ststioiwy Advertislng & promotk Sundrtes linc stsff ¢euuitment & tratrfftry) 18.653 3.324 17.980 311 1.662 12.127 Legal. professional & nSUltancY Depreciat#)n 96,163 53.637 98,811 76.287 432.991 Totsls 5upwrt costs 562 56Z 562 NET INCOMEI(EXPENDrruRE> Net iOrne/(eX' urel is stated aftwthar81n{credIt1 2023 76.287 INDEPEK)ENf EXAMINERS REMIERA)N The independent examiners reMUneratn amwnt to an Independent examinatK)n fee of £3.¢XJ)12023- £2.1461 ar other fees of f24212023- £1101 Pace 25 c(mtlnued...
HOLoCAr SuRmV%. FMENDSfrttP NOTES TO ThE ANANaALSTATEMENTS. cortlnuad FOR THE YEAR ENDED DECEMBER 2024 TRusfEES' REMUNERATION AND BENEFtrs There were no tntst, remUMrntk or other LErtrtts ts the year ended 31st DeCern 2024 Trjr for the year ended 315t December 2023. During the year monetary donations made bythe Trustee5tothe ()rityt0Ia11ed £nil12023- £nill. The relmbursernefit 0ftfUSteesexw for the e 315t 2024 totalled fnll {2023. £nill. ii. 2024 2023 Wages and salaries Social security Costs Other pension costs 170.639 10,773 7.358 11357 188.770 The avera8e monthty numberof the year was as follows". 2023 TnJStS 16 No employ received emoluwEnts in excw of £60.000. The total amount ol ernpltse benefrts recewl key Managett personnel is £46)1 12023 - £42A321. The Trust )nsiders its key management perg)nnel compromises ofthe tAr. Totsl INCOME AND EPathVMEpifs FROM DonJtin% msand leaacies 52.419 353.174 405.593 13.240 4,855 13.240 4.855 Tot4 70.514 353.174 81,819 In 353.428 435.247 173 5upwrt costs 8l992 351428 435.420 Page 26 contlnued...
HIXOCAiM SURTh)RS' FRIENDSTrIP NOTES TO THE F114ANCIAL STATEMEPITS. continued FOR THE YEAR ENDED 31 DKEMBER 2024 11 COMPARATIVES K)R TrE SfAIEMEI L% Fipl1aALAC[inES. cortinued Unrestricted funds Totsl funds IrEllEXpEHWUftEj 111.478) 12541 12541 254 {11,7321 (T32) (IL7321 RECOIKIUATION OF FUNOS Total fun(ts brou&htforward 511283 511.283 TOTAL FUNDS CARRIED FORWARD 499551 499,551 I* TANGIBLE FIXED ASSETS FtureS Computer equipment Totals At 15tJanu3ry 2024 Additions 7W95 1549 749292 32.160 At 31st Denr 2024 7442 781M52 DEPRECIATION At 1st January 2024 Charge for year 350 413 539 427.861 53.637 5L761 At 315t December 2024 477859 481.498 BOOK VALUE At 31st Delr 2024 30.701 At 3tst 0ber 2023 310JYJ7 10.198 1.136 321,431 The tan8lble flxed assets relate to the Hoiocausr Exhlbltknn and Learnlng Centre IHELCI whlch Is used for the delKory of the holocdu5t education and awareness to xhools cQTMiUnityOuP5 afKI leal audience Flxed assets totsllin8 £&357 and £1.963 were purthased by the restricted fuTh15 A NEW Home •1 Hornewa Bound re4)e1Ve[¥. the assets have been alkn&ed to uryettrirted fuNls as restrktlons have been met. Page 27 conttnued...
HOLOCAusf SURMVOIS. FRIENDSHIP NUtES TO TrIE FINANaAL sfATEMENTS. continued FOR THE YEAR ENOED 31ST DECEMBER 2024 14. 2023 LTi9 1.615 46.343 48.271 47.958 CREOITOILS: AhvIll5 FAUING DUEwmiiN ONE YEAR 2023 9.710 4.840 235.213 Social securlty Otr tsxe5 3316 858.107 94175 249.763 Intome received in advance of delivering those cornlitions is deferred and released to Incc*ne in reting period in which the performanctrrelated conditions are met. 16. MOVEMENT IN FUNDS Transfe At 3V12124 At VV24 in furnas fun( Unrestricted funds General fund 499551 4395 10.320 563266 IlestrlLted lunds Homeward BLyJnd iaaims Conferen. Sirjack Lyons & Rothschitd FouThJationl A New Home (Pears FOundats.( &The Wolfson FoundatKJn) 1435 10.320 I20> TOTAL FUNDS 499551 61715 Page 28 CtinL..
NOTES TO THE Ald4NaAL STATEMENTS. contlnued FOR THE YEAR ENDED 31ST DECEMBER 2024 16. Net m(P4anI in furrfls in abo¥eare asfolk)w5: IrKoming resour Resources expended Movement in funds lknrestrirtedfunds General fvnd IW68 161173) sa395 Pears Foundation bell Foundation Unlversity of Huddersfield (Travel Sthgdy Scheme) AJR AIR Survivor Funding Homeward Bound iaaim5 Q)nferaxe. SKrJack Lyon5 & Rothschild Fouiid81ionl Memorial Gestures {Emest Hecht FrAmdation. SobelL West Yorkthre Comts"ned Auth(Kity) Kithee5 Council A New Home IPear5 Foundation & The WolFson FlatiOn) Pears Foundation {Special Project5) Ru(ffi (National Lottery Hcfrtage Fundl Memorial Gestures (Arts Council) P9.933) (4.050) (soTr]o? (L245) 4050 1245 164220 17374} (8J)25) 1656) IU.360) 148,3 7.374 8357 656 360 t395? 10320 TOTAL FiJI4DS 521.749 {458AB4} 63,n5 Transfers At 31112123 At IIV23 in fijnds Unre51r4Cted funds General fund 511.283 111.4781 12541 499551 Restrkted funds NHLF Resilience 51L283 (11,7321 499,551 Pace 29 contlnued...
H(KOCAlsuRvIVQRs. FRIENDsp NOTES TO THE HNANaAL STATEMENTS. ctknued FOR THE YEAR ENOED 31sr OECEMBER 21124 16. M(Mk•MT IN FLNDS. cwillnued Resour Movernent in funds lthre5tricted funds General fvnd 70.514 18L992) (11.4781 Pears FoLkidation Sobell FOundatn University of HLKldersfteld rfravd Sub5Jy Scheme} Roth5childs FoLwKlation AJR IWM Intem & aclion pl3n AIR SuM¥L¥ Funding UK HolurJu5t Memorial & E[lt Hetht Foundation I NHLF Rllence National Archives Hornewaid Bound iaaims c(feren. sirjk LYMS & Rothschdd Foundatiorkl Memorial Ge51ures IEmest Hecht FowKlatic¥ Sobell. West yorkshi Conbiwl Auttxw) COU A New Home (Peas FfAmdakn Wollson Fcvrflakn) Pears FoundatKn (Sp.a1 Projects) 812 20.607 $095 3.395 120,607) 15.095} 13.395) 150,IKXJI 15.818) (2.672) 5.818 16T2 43.683 37.806 17.9fA) 67.992 143.683) 138.0601 I17,) 167.9921 12541 172 L426 1618 lll.172) IL426) 11618) 353.174 1353.4281 12541 421r8 (435,420) 111.732) UK Holocaust Memorial Foundation & Ernest Ht charitab FourthtNM is fwMJing an art resxlencies programme {Memorial ure$l. where anists studythe cdlertion with targeted 8rrxws of hard-ttrreach audncesand prL¥Juce an artistic response. HCN. 55 HolcKau5t CvrfTe North (the exhllxtH and le¥rnyc•rfre) Klrklees 111 (carry My Story wceramrm) ts fixmliry the stsff costs for an a¢nin assistant to supyt the prolecr based at the Holcxaust Centre Unl¥erslty of Tffa W>51 S¢fr•ne to¥fflarth the of t¢bxh and mini bus for schools to vtSit the Cerrt. Restrlcted lunds from the Sobell are enabkn the HSFA to axrtinued swxxt, help and Mendshlp to the The NLHF Resilience fundi supwyied the H(xau5t North ¥rtth 011511(l Board developmenL audience de¥doprnertaThl financial SlaInall11ty. atw)ut the North of Engknd. The reStrirt funds contiiLKrt8J tothwArLknistaNI Head ofCollectw)ns5raff costs Page
HOLOCAiMSURVIVORS' FRIENDSHIP ASSOCIATION NOTES TO THE A14ANaALSTATEMENT5- contlnued FOR THE YEAR ENDED 3W DECEMBER 2024 MOVEMENT IN FUNDS- ¢onthiued The TriSFA re#ricted fundi recei¥ed the Pvdts Fourntslion & A$s(xiati of Jewth Refug IAIRI funds the (Dre costs )rludingthe delb¥try of Hokncaust edat10Th w<¢rnmm The Assocli¢)n of Jewish Refugees IAJRI SuM¥orFunds a for arry specilk costs relatirvg to the HolLKaUSt Sur4rfw)r5. Homeward Bound Is a three-year collection e¥4¥ton. catsl(wdng and digiti5ation proiect starting in 2023. Restricted funds have been secured from CLiirns CDnference. the Rothschi F(wNlatM)n Hanadbv Europe. the Foyle FourKtstv)n and the Sir Jack lyons Charlt•ble Tntst to fund archl¥e 5tsff costs and materla& The NatIal Archives reslTiCted fuThliryd has pabd fw #aff coststo Cat¥othe awthi¥ Pears Foundatlon SpecLal PToJects Es fundlng archlbt and ollke <¥ek)tht arKI dl8ltal resources. The Imperial War Museum IIWMI fundin8 is part of the The Second World War and Holocaust Partnership PTogramme', which involves the H5FA working with community partne[5 and rfft¥ audwKes to share thverse stories related to the Second World War and the Holutausi through public engagernent activitieL The new aud lle5 and the Digitsl Intem role were fvnded through the reslrirted fvndir A New Hie project Is de4Ek)pi the arthK¥e ste room 1 fuNled lry the Pears F(xMdatIL andthe Wolfson FwthliorL The National Lottery Heritage Fund has provided restricted fuFK15 for our Rudi Projert. enabli us to engage with local communities inat that have not proviou51y been part of our TAork, ndudiw refvgee asylurn ieekers. 1ndsdal$ with tiinhted access to educational resources anil those that have t*en recenty tarueted in pulttiL71 debates aThl media covera8e. 17. RELATED PARIY DISCLOSURES Page 31