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2024-12-01-accounts

Charity number: 1199252

CHABAD LUBAVITCH OF SHEFFIELD

UNAUDITED

TRUSTEES' REPORT AND FINANCIAL STATEMENTS

FOR THE YEAR ENDED 1 DECEMBER 2024

CHABAD LUBAVITCH OF SHEFFIELD

CONTENTS

Page
Reference and administrative details of the Charity, its Trustees and advisers 1
Trustees' report 2 - 3
Independent examiner's report 4
Statement of financial activities 5
Balance sheet 6
Notes to the financial statements 7 - 10

CHABAD LUBAVITCH OF SHEFFIELD

REFERENCE AND ADMINISTRATIVE DETAILS OF THE CHARITY, ITS TRUSTEES AND ADVISERS FOR THE YEAR ENDED 1 DECEMBER 2024

Trustees Rabbi M Sufrin, Trustee Rabbi Y Pink, Trustee Rabbi A Lipsey, Trustee

Charity registered number 1199252 Principal office 1 Brincliffe Crescent Sheffield S11 9AW Accountants Wolffe Accountancy Services Ltd 34 Braydon Road London N16 6QB

Page 1

CHABAD LUBAVITCH OF SHEFFIELD

TRUSTEES' REPORT FOR THE YEAR ENDED 1 DECEMBER 2024

The Trustees present their annual report together with the financial statements of the Charity for the year 2 December 2023 to 1 December 2024.

Objectives and activities

Policies and objectives

This charity was set as a Charitable Incorporated Organistion - Foundation on 10 June 2022 to advance the Jewish religion, to promote social inclusion, to relieve the needs of elderly people, to promote the education of people in such ways as the trustees think fit and to help young people develop their skills and capabilities through the provision of recreational and leisure activities.

In setting objectives and planning for activities, the Trustees have given due consideration to general guidance published by the Charity Commission relating to public benefit, including the guidance 'Public benefit: running a charity (PB2)'.

Achievements and performance

Review of activities

In the year £24,145 was raised from donations received and £19,900 received as a grant from the Lottery Commission. These funds are being used used to advance the Charity’s objectives of providing educational and cultural activities. The grant, included in the accounts as Restricted Funds, was received in June 2024 and is intended to be used over a two year period. £15,561 remians to be spent as at 1st December 2024.

Financial review

Reserves policy

IThe trustees do not seek to maintain reserves other than to ensure that they continue the activities of the charity. In the opinion of the directors/trustees the present level of funding is adequate to support the continuation of the charity’s activities.

Structure, governance and management

Constitution

Chabad Lubavitch of Sheffield is a registered charity, number 1199252, and is constituted under a CIO Foundation.

Methods of appointment or election of Trustees

The management of the Charity is the responsibility of the Trustees who are elected and co-opted under the terms of the Trust deed.

Page 2

CHABAD LUBAVITCH OF SHEFFIELD

TRUSTEES' REPORT (CONTINUED) FOR THE YEAR ENDED 1 DECEMBER 2024

Statement of Trustees' responsibilities

The Trustees are responsible for preparing the Trustees' report and the financial statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice).

The law applicable to charities in England & Wales requires the Trustees to prepare financial statements for each financial year which give a true and fair view of the state of affairs of the Charity and of its incoming resources and application of resources, including its income and expenditure, for that period. In preparing these financial statements, the Trustees are required to:

The Trustees are responsible for keeping adequate accounting records that are sufficient to show and explain the Charity's transactions and disclose with reasonable accuracy at any time the financial position of the Charity and enable them to ensure that the financial statements comply with the Charities Act 2011, the Charity (Accounts and Reports) Regulations 2008 and the provisions of the CIO Foundation. They are also responsible for safeguarding the assets of the Charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

Approved by order of the members of the board of Trustees on 10 September 2025 and signed on their behalf by:

Rabbi M Sufrin

Page 3

CHABAD LUBAVITCH OF SHEFFIELD

INDEPENDENT EXAMINER'S REPORT FOR THE YEAR ENDED 1 DECEMBER 2024

Independent examiner's report to the Trustees of Chabad Lubavitch of Sheffield ('the Charity')

I report to the charity Trustees on my examination of the accounts of the Charity for the year ended 1 December 2024.

Responsibilities and basis of report

As the Trustees of the Charity you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 ('the 2011 Act').

I report in respect of my examination of the Charity's accounts carried out under section 145 of the 2011 Act and in carrying out my examination I have followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the 2011 Act.

Independent examiner's statement

Your attention is drawn to the fact that the Charity has prepared the accounts in accordance with 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) in preference to the Accounting and Reporting by Charities: Statement of Recommended Practice issued on 1 April 2005 which is referred to in the extant regulations but has been withdrawn.

I understand that this has been done in order for the accounts to provide a true and fair view in accordance with the Generally Accepted Accounting Practice effective for reporting periods beginning on or after 1 January 2015.

I have completed my examination. I confirm that no 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 2011 Act; or

  2. the accounts do not accord with those records; or

  3. the accounts 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.

Signed:

Dated: 10 September 2025

D Wolffe FCCA

34 Braydon Road London N16 6QB

Page 4

CHABAD LUBAVITCH OF SHEFFIELD

STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 1 DECEMBER 2024

Note
Income from:
Donations and legacies
3
Total income
Expenditure on:
Charitable activities
4
Other expenditure
5
Total expenditure
Net movement in funds
Reconciliation of funds:
Net movement in funds
Total funds carried forward
Restricted
funds
2024
£
19,900
19,900
4,339
-
4,339
15,561
15,561
15,561
Unrestricted
funds
2024
£
24,145
24,145
14,588
600
15,188
8,957
8,957
8,957
Total
funds
2024
£
44,045
44,045
18,927
600
19,527
24,518
24,518
24,518
Total
funds
2023
£
-
-
-
-
-
-
-
-

The Statement of financial activities includes all gains and losses recognised in the year.

The notes on pages 7 to 10 form part of these financial statements.

Page 5

CHABAD LUBAVITCH OF SHEFFIELD

BALANCE SHEET AS AT 1 DECEMBER 2024

Note
Fixed assets
Current assets
Cash at bank and in hand
Current liabilities
Creditors: amounts falling due within one
year
7
Net current assets
Total assets less current liabilities
Net assets excluding pension asset
Total net assets
Charity funds
Restricted funds
8
Unrestricted funds
8
Total funds
25,118
25,118
(600)
2024
£
-
24,518
24,518
24,518
24,518
15,561
8,957
24,518
-
-
-
2023
£
-
-
-
-
-
-
-
-

The financial statements were approved and authorised for issue by the Trustees on 10 September 2025 and signed on their behalf by:

Rabbi M Sufrin

The notes on pages 7 to 10 form part of these financial statements.

Page 6

CHABAD LUBAVITCH OF SHEFFIELD

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 1 DECEMBER 2024

1. General information

This charity was established to advance the Jewish religion, to promote social inclusion, to relieve the needs of elderly people, to promote the education of people in such ways as the trustees think fit and to help young people develop their skills and capabilities through the provision of recreational and leisure activities

2. Accounting policies

2.1 Basis of preparation of financial statements

The financial statements 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), the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) and the Charities Act 2011.

The financial statements have been prepared to give a 'true and fair' view and have departed from the Charities (Accounts and Reports) Regulations 2008 only to the extent required to provide a 'true and fair' view. This departure has involved following the Charities SORP (FRS 102) published in October 2019 rather than the Accounting and Reporting by Charities: Statement of Recommended Practice effective from 1 April 2005 which has since been withdrawn.

Chabad Lubavitch of Sheffield meets the definition of a public benefit entity under FRS 102. Assets and liabilities are initially recognised at historical cost or transaction value unless otherwise stated in the relevant accounting policy.

2.2 Income

All income is recognised once the Charity has entitlement to the income, it is probable that the income will be received and the amount of income receivable can be measured reliably.

Grants are included in the Statement of financial activities on a receivable basis. The balance of income received for specific purposes but not expended during the period is shown in the relevant funds on the Balance sheet. Where income is received in advance of entitlement of receipt, its recognition is deferred and included in creditors as deferred income. Where entitlement occurs before income is received, the income is accrued.

2.3 Expenditure

Expenditure on charitable activities is incurred on directly undertaking the activities which further the Charity's objectives, as well as any associated support costs.

2.4 Cash at bank and in hand

Cash at bank and in hand includes cash and short-term highly liquid investments with a short maturity of three months or less from the date of acquisition or opening of the deposit or similar account.

2.5 Liabilities and provisions

Liabilities are recognised when there is an obligation at the Balance sheet date as a result of a past event, it is probable that a transfer of economic benefit will be required in settlement, and the amount of the settlement can be estimated reliably.

Page 7

CHABAD LUBAVITCH OF SHEFFIELD

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 1 DECEMBER 2024

2. Accounting policies (continued)

2.6 Financial instruments

The Charity only has financial assets and financial liabilities of a kind that qualify as basic financial instruments. Basic financial instruments are initially recognised at transaction value and subsequently measured at their settlement value with the exception of bank loans which are subsequently measured at amortised cost using the effective interest method.

2.7 Fund accounting

General funds are unrestricted funds which are available for use at the discretion of the Trustees in furtherance of the general objectives of the Charity and which have not been designated for other purposes.

Restricted funds are funds which are to be used in accordance with specific restrictions imposed by donors or which have been raised by the Charity for particular purposes. The costs of raising and administering such funds are charged against the specific fund. The aim and use of each restricted fund is set out in the notes to the financial statements.

3. Income from donations and legacies

Donations
Grants
Restricted
funds
2024
Unrestricted
funds
2024
£
£
-
24,145
19,900
-
19,900
24,145
Total
funds
2024
£
24,145
19,900
44,045

Page 8

CHABAD LUBAVITCH OF SHEFFIELD

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 1 DECEMBER 2024

4. Analysis of expenditure on charitable activities

Summary by fund type

General expenses
Books and publications
Cleaning
Compuer expenses
Travel expenses
Social activities and food
Graphics
Donations paid
Speakers fees
Restricted
funds
2024
Unrestricted
funds
2024
£
£
-
1,374
895
1,455
250
-
755
-
175
2,180
1,764
9,429
250
-
-
150
250
-
4,339
14,588
Total
2024
£
1,374
2,350
250
755
2,355
11,193
250
150
250
18,927

5. Other expenditure

Unrestricted
funds
2024
£
Accountancy fees
300
Independent examiners fees
300
600
Total
funds
2024
£
300
300
600

6. Trustees' remuneration and expenses

During the year, no Trustees received any remuneration or other benefits.

During the year ended 1 December 2024, no Trustee expenses have been incurred.

Page 9

CHABAD LUBAVITCH OF SHEFFIELD

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 1 DECEMBER 2024

7. Creditors: Amounts falling due within one year

2024 2023
£ £
Accruals and deferred income 600 -

8. Statement of funds

Statement of funds - current year

Unrestricted funds
General Funds - all funds
Restricted funds
Restricted Funds - all funds
Total of funds
Income
£
24,145
19,900
44,045
Expenditure
£
(15,188)
(4,339)
(19,527)
Balance at 1
December
2024
£
8,957
15,561
24,518

9. Related party transactions

The Charity has not entered into any related party transaction during the year, nor are there any outstanding balances owing between related parties and the Charity at 1 December 2024.

Page 10