JHAW (formerly JHASW) REPORT AND ACCOUNTS FOR THE YEAR ENDING 14th APRIL 2025 C Management Services 69 Velindre Road Whitchurch Cardiff CF14 2TF
JHAW FOR THE YEAR ENDED 14th APRIL 2025 CHARITY INFORMATION Trustees: Stanley Soffa John Minkes Dr Stephen Waldek Gabriella Brown (from 19th December 2024) Lynda Maddock (from 27th October 2024) Nathan Abrams (from 1st October 2024) Charitable position: Registered Charity number 1178852 Governing Document: CIO Foundation Model dated 20th June 2018 and amended on 16th January 2025 Address for correspondence: 6 Moira Terrace Cardiff CF24 OEJ Independent Examiner: Paul Burnell ACMI C Management Services 69 Velindre Road CARDIFF CF14 2TF Bankers: Lloyds Bank 7 Carter Street Uttoxeter ST14 8HD CONTENTS Page Charity Information Trustees Report Independent Examiners Report Statement of Financial Activities Statement of Assels and Liabilities Notes to the Accounts
REPORT OF THE TRUSTEES FOR THE YEAR ENDED 14th APRIL 2025 The trustees present their report and the unaudited financial statements of the charity for the period ended 14th April 2025. INTRODUCTION JHAW {also known as The Jewish History Association of Wales, formerly Jewish History Association of South Wales) was formed in June 2018 with Ihe express aim of celebraling, recording and recovering memories of the Jewish community in South Wales. In 2025 the name was amended to reflect its wider reach. LEGAL STATUS JHAW is a Charity incorporated under the Charities Act 2011. The Charity number is 1178852. OBJECTS OF THE CHARITY The objectives of the Charity are as follows: To advance the education of the public in the subject of Jewish heritage in Wales. in particular by preserving the tangible and intangible cultural heritage of Jewish communities of Wales. being of historical or educational merit, and the surrounding areas including. but not limited to, historical records, artefacts and oral history and ensuring such records, artefacts and histories are recorded and made available to the public. FINANCIAL CONTROL The Charity has a Trustee who is responsible for the recording of income and expenditure and ensuring all grants are properly utilised and the preparation of adequate records to produce annual accounts. In 2024125 we received the final payment on our grant from the Wales Council for Voluntary Action and a grant from the Association for Jewish Refugees. The WCVA payment covered the completion of the project to record and preserve the archives of the Cardiff Reform Synagogue and the AJR grant covered the final phases of the project relating to Holocaust Educational materials. A s in previous years, Cardiff University funded an internship which funded a researcher on a short fixed-term contract. At the end of the financial year. these projects had all come to an end but funding had been received from the Wartski Foundation for a small project in North Wales and we are also seeking to fund other activities. Two of our three staff have remained with us on a voluntary basis until funding is available to resume their employment. In the light of the planned extension of our work beyond South Wales we have dropped the 'South' from our name and become the Jewish History Association of Wales. This change of name and a revised constitution were approved by the Charity Commission in February 2025.
The charity currenlly still has two of the original three Trustees. together with Dr Stephen Waldek who was appointed in 2023. In autumn 2024, three new Trustees were appointed: Professor Nathan Abrams, Gabriella Brown and Lynda Maddock. We welcome the new experien and skills they bring to the Trustee group and we hope they will be joined by others in the future. RISKS POLICY The major risk identified by the Trustees is the loss of grant funding and charitsble donations. To mitigate that risk. the trustees have adopted a reserves policy. RESERVES POLICY The Trustees agreed to estsblish a reserves policy to allow the charity to meet all their running costs should the funding levels fall, or be deferred. and to meet possible contractual obligations. winding up costs and to be given time to find alternative sources of income. The Trust's policy is not to commit to any expenditure unless a donation or grant in respect of that expenditure is secured. RESULTS The results for the year and the charity, financial position at the end of the year are shown in the attached financial ststements. This report is signed on behalf of the Trustees on 29th July 2025 by John Minkes as Trustee Signed..
INDEPENDENT EXAMINERS REPORT TO THE TRUSTEES OF JHAW I report on the accounts of the Trust for the period ended 14th April 2025, which are set out on pages 6 to 9. Respective responsibilities of trustees and examiner The charity's trustees are responsible for the preparation of the accounts. The charity's trustees consider that an audit is not required for this year 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 2011 Act- to follow the procedures laid down in the general Directions given by the Charity Commission under section 145(51{b) of the 2011 Act- and to state whelher parlicular matters have come to my attention. Basis of independent examiner's report My examinalion was carried out in accordance with the general Directions given by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of Ihe accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from you as 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 examiner's ststement In connection with my examination, no material matters have come to my attention which gives me reasonable 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. Paul Burnell ACMI For and on behalf of.. C Management servIs (trading name of C Mgmnt Services Ltd} 69 Velindre Road Cardiff CF14 2TF Date= 29th July 2025
JHAW RECEIPTS AND PAYMENTS ACCOUNT FOR THE YEAR ENDED 14th APRIL 2025 Note Unrestricted Restricted Funds Funds Total Funds 2025 Total Funds 2024 RECEIPTS Receipts from generated funds 10,828 32,313 43,141 63,013 Receipts from charitable activities Other receipts Interest received Total Receipts 10.828 32,313 43,141 63.013 PAYMENTS Charitable activities 14,764 42,546 57,310 77,600 Govemance costs 245 245 245 Total payments 15,009 42,546 57,555 77,845 Net Receiptsl{Payments) {4,181) (10,233) (14,414) (14,832) Transfers beeen funds Fund balances at 15th April 2023 6.201 12,358 18,559 33,391 Fund balances at 14th April 2024 2,020 2,125 4,145 18,559 The notes on pages 8-9 form part of these accounts.
JHAW STATEMENT OF ASSETS AND LIABILITIES FOR THE YEAR ENDED 14th APRIL 2025 2025 2024 Current Assets Cash at Bank and in Hand 4.385 18,804 4.385 18.804 Creditors: Amounts falling due within one year Net current assets 245 245 4.145 18,559 Total assets less current liabilities 4.145 18,559 Net assets 4.145 18,559 Funds General Unrestricted Funds 2,020 6,201 Restricted Funds 2,125 12,358 4,145 18,559 The accounts were approved by the Trustees and signed on their behalf on 29th July 2025 by John Minkes as Trustee Signed: The notes on pages 8 and 9 form part of these accounts.
JHAW NOTES TO THE ACCOUNTS FOR THE PERIOD ENDED 14" APRIL 2025 1. Accounting Policios The accounts have been prepared on a receipts and payments basis with a statement of assets and 2. Incoming Resources Unrestricted Restricted Funds Funds Total 2025 Total 2024 Voluntary Income Grants and Donations Cardiff University Association of Jewish Refugees Zachor IErasmus+l Social Enterprise ISTOSI Funding Sherman Cymru Wolfson Foundation WCVA Wartski Rothschild Pencare Other donations Gift Aid claimed 840 18,545 4,998 18,545 3,166 1,194 1,250 18,545 21,667 10,803 2,125 10,803 2,125 10,620 1,219 354 4,000 5,388 815 10.828 4,000 5,888 940 43.141 500 125 32.313 63,013 3. Resources expended Unrestricted Restricted Funds Funds Totsl 2025 Total 2024 Governance costs Professional fees 245 245 245 245 245 245 Cost of Charitable Activities Management & Administration Costs Project Manager Digilisalion Officer Oral History OffIr 2,643 590 7,256 10,489 27,137 14,569 29,780 15,159 7,256 52,195 39,961 21,239 9,810 71,010 41,706 Premises Costs Rent and Rates 300 300 300 300 660 660 General Administration Expenses Internship Subscriptions & Fees Printing Insurance Expensed Equipment Other Travel 840 840 447 2,470 613 447 183 172 2,952 221 3,975 15,009 183 172 2,952 221 4,815 57.555 157 510 279 1.901 5,930 77,845 840 42,546 Total Cost of Charltable Actlvltles Total Resources Expgndgd 4,181 10,233 14,414 14,832
JHAW NOTES TO THE ACCOUNTS FOR THE PERIOD ENDED 14" APRIL 2025 4. Creditors: amounts falling due within one year 2025 2024 Creditors Accruals 245 245 245 245 5. Payments to Trust09S No trustee received any remuneration from the charity during the period 6. Analysis of Net Assets Between Funds Net Current Assets £ 2,020 2,125 4.145 Total Unrestricted Funds Restricted Funds 2,020 2,125 4,145 7. Fund Balances Movement in period Total Unrestricted Funds Reslricled Funds Total Charlty Funds 14,181) 110,2331 {14,4141 2,020 2,125 4,145