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2024-12-31-accounts

CHARITY REGISTRATION NUMBER: 1203939

Friends Of B'ezri Unaudited Financial Statements 31 December 2024

G A HARRIS & CO LIMITED

Chartered accountants Brulimar House Jubilee Rd Middleton Manchester M24 2LX

Friends Of B'ezri

Financial Statements

Year ended 31 December 2024

Page
Trustees' annual report 1
Independent examiner's report to the trustees 3
Statement of financial activities 4
Statement of financial position 5
Statement of cash flows 6
Notes to the financial statements 7

Friends Of B'ezri

Trustees' Annual Report

Year ended 31 December 2024

The trustees present their report and the unaudited financial statements of the charity for the year ended 31 December 2024.

Reference and administrative details

Registered charity name Friends Of B'ezri Charity registration number 1203939 Principal office 21 Garrick Avenue London NW11 9AR

The trustees

David Halibard Raphael Landau Benjamin Chontow Independent examiner Gary Harris Brulimar House Jubilee Rd Middleton Manchester M24 2LX

Structure, governance and management

Friends Of B'ezri is a registered Charitable incorporated organisation established 11th July 2023 with a charitable registration number 1203939. The charity operates in accordance with its constitution and the regulations set forth by the Charity Commission for England and Wales. The day to day affairs of the charity are run by the board of trustees.

Objectives and activities

Friends of B’ezri is a nonprofit organization dedicated to fighting poverty in Israel by providing both immediate relief and long-term support. Its programs include food assistance for needy families, cash grants for emergencies, job training to promote financial independence, and monthly stipends for widows. With a large volunteer network and low administrative costs, the organization maintains high efficiency and transparency.

The trustees confirm that they have had due regard to the Charity Commission’s guidance on public benefit when planning the charity’s activities.

Achievements and performance

During the year, the charity received £788,034 in donations and distributed £763,513 to institutions supporting families in need. These contributions have enabled partner organizations to continue their vital charitable work and have significantly improved the quality of life for their beneficiaries.

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Friends Of B'ezri

Trustees' Annual Report (continued)

Year ended 31 December 2024

Financial review

Reserves policy

It is the charity’s policy to maintain unrestricted funds — its free reserves — at a level deemed appropriate by the trustees, taking into account anticipated future commitments and estimated administrative costs for the coming year. The trustees consider the current reserves of £23,921 to be adequate, as the charity has minimal administrative expenses and no binding future obligations. As of 31st December 2024, the charity held £23,921 in unrestricted funds.

Risk Policy

The trustees have reviewed the potential risks facing the charity, particularly in relation to its operations and finances, and have concluded that there are no major risks at present. Given the charity’s minimal administrative costs and straightforward structure, the trustees are confident that existing procedures are sufficient to manage any minor risks that may arise.

Plans For Future Periods

The charity will continue to pursue its broader objectives of advancing the Orthodox Jewish faith and preventing and relieving poverty, primarily through the provision of financial assistance to institutions in Israel that share these goals.

The trustees aim to expand support to additional institutions in Israel that promote poverty relief and Jewish religious education, while continuing to ensure that administration remains efficient and costs are minimal

The trustees are most grateful to all their regular donors and hope that they will continue to support this charity.

The trustees' annual report was approved on 9 October 2025 and signed on behalf of the board of trustees by:

Raphael Landau Trustee

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Friends Of B'ezri

Independent Examiner's Report to the Trustees of Friends Of B'ezri

Year ended 31 December 2024

I report to the trustees on my examination of the financial statements of Friends Of B'ezri ('the charity') for the year ended 31 December 2024.

Responsibilities and basis of report

As the trustees of the charity you are responsible for the preparation of the financial statements in accordance with the requirements of the Charities Act 2011 (‘the Act’).

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

Independent examiner's statement

Since the charity’s gross income exceeded £250,000 your examiner must be a member of a body listed in section 145 of the 2011 Act. I confirm that I am qualified to undertake the examination because I am a member of the Institute of Chartered Accountants in England and Wales (ICAEW), which is one of the listed bodies.

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 respect:

  1. accounting records were not kept in respect of the charity as required by section 130 of the Act; or

  2. the financial statements do not accord with those records; or

  3. the financial statements 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.

Gary Harris Independent Examiner Brulimar House Jubilee Rd Middleton Manchester M24 2LX

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Friends Of B'ezri

Statement of Financial Activities

Year ended 31 December 2024

2024 2024
Unrestricted
funds Total funds
Note £ £
Income and endowments
Donations and legacies 4 788,034 788,034
ৄৄৄৄৄৄৄৄৄ ৄৄৄৄৄৄৄৄৄ
Total income 788,034 788,034
৶৶৶৶৶৶৶৶৶ ৶৶৶৶৶৶৶৶৶
Expenditure
Expenditure on charitable activities 5,6 764,113 764,113
ৄৄৄৄৄৄৄৄৄ ৄৄৄৄৄৄৄৄৄ
Total expenditure 764,113 764,113
৶৶৶৶৶৶৶৶৶ ৶৶৶৶৶৶৶৶৶
ৄৄৄৄৄৄৄৄৄ ৄৄৄৄৄৄৄৄৄ
Net income and net movement in funds 23,921 23,921
৶৶৶৶৶৶৶৶৶ ৶৶৶৶৶৶৶৶৶
Reconciliation of funds
Total funds brought forward
ৄৄৄৄৄৄৄৄৄ ৄৄৄৄৄৄৄৄৄ
Total funds carried forward 23,921 23,921
৶৶৶৶৶৶৶৶৶ ৶৶৶৶৶৶৶৶৶

The statement of financial activities includes all gains and losses recognised in the year. All income and expenditure derive from continuing activities.

The notes on pages 7 to 11 form part of these financial statements.

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Friends Of B'ezri

Statement of Financial Position

31 December 2024

2024
Note £
Current assets
Cash at bank and in hand 24,521
Creditors: amounts falling due within one year 10 600
ৄৄৄৄৄৄৄৄ
Net current assets 23,921
ৄৄৄৄৄৄৄৄ
Total assets less current liabilities 23,921
৶৶৶৶৶৶৶৶
Funds of the charity
Unrestricted funds 23,921
ৄৄৄৄৄৄৄৄ
Total charity funds 11 23,921
৶৶৶৶৶৶৶৶

These financial statements were approved by the board of trustees and authorised for issue on 9 October 2025, and are signed on behalf of the board by:

Raphael Landau Trustee

The notes on pages 7 to 11 form part of these financial statements.

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Friends Of B'ezri

Statement of Cash Flows

Year ended 31 December 2024

2024
£
Cash flows from operating activities
Net income 23,921
Changes in:
Trade and other creditors 600
ৄৄৄৄৄৄৄৄ
Cash generated from operations 24,521
ৄৄৄৄৄৄৄৄ
Net cash from operating activities 24,521
৶৶৶৶৶৶৶৶
Net increase in cash and cash equivalents 24,521
Cash and cash equivalents at beginning of year
ৄৄৄৄৄৄৄৄ
Cash and cash equivalents at end of year 24,521
৶৶৶৶৶৶৶৶

The notes on pages 7 to 11 form part of these financial statements.

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Friends Of B'ezri

Notes to the Financial Statements

Year ended 31 December 2024

1. General information

The charity is a public benefit entity and a registered charity in England and Wales and is unincorporated. The address of the principal office is 21 Garrick Avenue, London, NW11 9AR.

2. Statement of compliance

These financial statements have been prepared in compliance with FRS 102, 'The Financial Reporting Standard applicable in the UK and the Republic of Ireland', the 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) (Charities SORP (FRS 102)) and the Charities Act 2011.

3. Accounting policies

Basis of preparation

The financial statements have been prepared on the historical cost basis, as modified by the revaluation of certain financial assets and liabilities and investment properties measured at fair value through income or expenditure.

The financial statements are prepared in sterling, which is the functional currency of the entity.

Going concern

There are no material uncertainties about the charity's ability to continue.

Judgements and key sources of estimation uncertainty

The preparation of the financial statements did not require management to make judgements, estimates or assumptions that affect the amounts reported.

Fund accounting

Unrestricted funds are available for use at the discretion of the trustees to further any of the charity's purposes.

Designated funds are unrestricted funds earmarked by the trustees for particular future project or commitment.

Restricted funds are subjected to restrictions on their expenditure declared by the donor or through the terms of an appeal, and fall into one of two sub-classes: restricted income funds or endowment funds.

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Friends Of B'ezri

Notes to the Financial Statements (continued)

Year ended 31 December 2024

3. Accounting policies (continued)

Incoming resources

All incoming resources are included in the statement of financial activities when entitlement has passed to the charity; it is probable that the economic benefits associated with the transaction will flow to the charity and the amount can be reliably measured. The following specific policies are applied to particular categories of income:

Resources expended

Expenditure is recognised on an accruals basis as a liability is incurred. Expenditure includes any VAT which cannot be fully recovered, and is classified under headings of the statement of financial activities to which it relates:

All costs are allocated to expenditure categories reflecting the use of the resource. Direct costs attributable to a single activity are allocated directly to that activity. Shared costs are apportioned between the activities they contribute to on a reasonable, justifiable and consistent basis.

Financial instruments

A financial asset or a financial liability is recognised only when the charity becomes a party to the contractual provisions of the instrument.

Basic financial instruments are initially recognised at the amount receivable or payable including any related transaction costs.

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Friends Of B'ezri

Notes to the Financial Statements (continued)

Year ended 31 December 2024

3. Accounting policies (continued)

Financial instruments (continued)

Current assets and current liabilities are subsequently measured at the cash or other consideration expected to be paid or received and not discounted.

Debt instruments are subsequently measured at amortised cost.

Where investments in shares are publicly traded or their fair value can otherwise be measured reliably, the investment is subsequently measured at fair value with changes in fair value recognised in income and expenditure. All other such investments are subsequently measured at cost less impairment.

Other financial instruments, including derivatives, are initially recognised at fair value, unless payment for an asset is deferred beyond normal business terms or financed at a rate of interest that is not a market rate, in which case the asset is measured at the present value of the future payments discounted at a market rate of interest for a similar debt instrument.

Other financial instruments are subsequently measured at fair value, with any changes recognised in the statement of financial activities, with the exception of hedging instruments in a designated hedging relationship.

Financial assets that are measured at cost or amortised cost are reviewed for objective evidence of impairment at the end of each reporting date. If there is objective evidence of impairment, an impairment loss is recognised under the appropriate heading in the statement of financial activities in which the initial gain was recognised.

For all equity instruments regardless of significance, and other financial assets that are individually significant, these are assessed individually for impairment. Other financial assets are either assessed individually or grouped on the basis of similar credit risk characteristics.

Any reversals of impairment are recognised immediately, to the extent that the reversal does not result in a carrying amount of the financial asset that exceeds what the carrying amount would have been had the impairment not previously been recognised.

4. Donations and legacies

Unrestricted Total Funds
Funds 2024
£ £
Donations
Donations 788,034 788,034
৶৶৶৶৶৶৶৶৶ ৶৶৶৶৶৶৶৶৶

5. Expenditure on charitable activities by fund type

Unrestricted Total Funds
Funds 2024
£ £
Charitable activities 763,513 763,513
Support costs 600 600
ৄৄৄৄৄৄৄৄৄ ৄৄৄৄৄৄৄৄৄ
764,113 764,113
৶৶৶৶৶৶৶৶৶ ৶৶৶৶৶৶৶৶৶

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Friends Of B'ezri

Notes to the Financial Statements (continued)

Year ended 31 December 2024

6. Expenditure on charitable activities by activity type

Activities
undertaken Total funds
directly Support costs 2024
£ £ £
Charitable activities 763,513 763,513
Governance costs 600 600
ৄৄৄৄৄৄৄৄৄ ৄৄৄৄ ৄৄৄৄৄৄৄৄৄ
763,513 600 764,113
৶৶৶৶৶৶৶৶৶ ৶৶৶৶ ৶৶৶৶৶৶৶৶৶

7. Independent examination fees

2024 £ Fees payable to the independent examiner for: Independent examination of the financial statements 600 ৶৶৶৶

8. Staff costs

The average head count of employees during the year was Nil.

No employee received employee benefits of more than £60,000 during the year (2023: Nil).

9. Trustee remuneration and expenses

No remuneration or other benefits from employment with the charity or a related entity were received by the trustees

10. Creditors: amounts falling due within one year

2024
£
Trade creditors 600
৶৶৶৶

11. Analysis of charitable funds

Unrestricted funds

Unrestricted funds
At At
1 January 202 31 December
4 Income Expenditure 2024
£ £ £ £
General funds 788,034 (764,113) 23,921
৶৶৶৶ ৶৶৶৶৶৶৶৶৶ ৶৶৶৶৶৶৶৶৶ ৶৶৶৶৶৶৶৶

10

Friends Of B'ezri

Notes to the Financial Statements (continued)

Year ended 31 December 2024

12. Analysis of net assets between funds
Unrestricted Total Funds
Funds 2024
£ £
Current assets 24,521 24,521
Creditors less than 1 year (600) (600)
ৄৄৄৄৄৄৄৄ ৄৄৄৄৄৄৄৄ
Net assets 23,921 23,921
৶৶৶৶৶৶৶৶ ৶৶৶৶৶৶৶৶
13. Analysis of changes in net debt
At
At 1 Jan 2024 Cash flows 31 Dec 2024
£ £ £
Cash at bank and in hand 24,521 24,521
৶৶৶৶ ৶৶৶৶৶৶৶৶ ৶৶৶৶৶৶৶৶

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