Aguda Keren L’Dovid Trustees Annual Report Year ended 31 March 2024
CHARITY REGISTRATION NUMBER: 280599
Aguda Keren L’Dovid
Unaudited Financial Statements
31 March 2024
Aguda Keren L’Dovid Trustees Annual Report Year ended 31 March 2024
| Pages | |
|---|---|
| Trustees' annual report | 1 to 2 |
| Independent examiner's report to the trustees | 3 |
| Statement of financial activities | 4 |
| Statement of financial position | 5 |
Aguda Keren L’Dovid Trustees Annual Report Year ended 31 March 2024
The trustees present their report and the unaudited financial statements of the charity for the year ended 31 March 2024
Reference and administrative details Registered charity name Aguda Keren L’Dovid Charity registration number 280599 Principal office 13 Sedgely Avenue Prestwich M25 0LS The trustees YM Cohen HP Cohen Z Brodie Independent examiner Mrs. Chaya Orzech FCCA 23 Hilton Crescent Prestwich M25 9NQ
Structure, governance and management
Aguda Keren L’Dovid is a charitable trust constituted by a Deed of Trust dated 4 July 1980 and is a registered charity, number 280599.
Objectives and activities
The objectives of the charity are to advance Judaism and Jewish education amongst Jewish boys and adults and the relief of poverty for persons in need within the Jewish community.
Risk Management
The trustees have identified and reviewed the major risks to which the charity is exposed. Both manual and automated checks are regularly invoked, particularly those relating to the operations and finance of the charity. The trustees are satisfied that these systems and procedures mitigate any perceived risks.
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Aguda Keren L’Dovid Trustees Annual Report Year ended 31 March 2024
Public Benefit Policy
We have referred to the guidance contained in the Charity Commission's general guidance on public benefit when reviewing our aims and objectives and in planning our future activities.
Grant making Policy
Grants are made to charitable institutions and organisations which accord with the objectives of the charity.
Achievements and performance
During the year, the charity received donations of £86,541.
The charity made grants of £76,722 in line with its objectives.
Financial review
As at 31 March 2024 the charity held free unrestricted reserves of £64,216 (2023:£57,832).
Reserves Policy
The Unrestricted Fund represents the unrestricted funds arising from past operating results.
The trustees have decided that there is no need for the charity to hold reserves, as grants are only made if there are available reserves, and there are no ongoing overhead costs.
The trustees' annual report was approved on 27 January 2025 and signed on behalf of the board of trustees by:
YM Cohen
Trustee
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Aguda Keren L’Dovid
Independent Examiner's Report to the Trustees of Aguda Keren L’Dovid
Year ended 31 March 2024
I report to the trustees on my examination of the financial statements of Aguda Keren L’Dovid ('the charity') for the year ended 31 March 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
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:
-
accounting records were not kept in respect of the charity as required by section 130 of the Act; or
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the financial statements do not accord with those records; or
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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.
Mrs. Chaya Orzech FCCA
Independent Examiner
23 Hilton Crescent Prestwich M25 9NQ
27 January 2025
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| AGUDA KEREN L'DOVID | AGUDA KEREN L'DOVID | AGUDA KEREN L'DOVID | 280599 | |
|---|---|---|---|---|
| Receipts andpayments accounts | ||||
| For the period from |
4/1/2023 | To | 3/31/2024 |
CC16a
| Section A Receipts and payments | Section A Receipts and payments | Section A Receipts and payments | |||||||
|---|---|---|---|---|---|---|---|---|---|
| A1 Receipts | Unrestricted funds to the nearest £ |
Restricted funds to the nearest £ |
Endowment funds to the nearest £ |
Total funds to the nearest £ |
Last year to the nearest £ |
||||
| - | - | - | - | - | |||||
| General Donations | 86,541 | - | - | 86,541 | - | ||||
| - | - | - | - | - | |||||
| Bank interest | 817 | - | - | 817 | - | ||||
| - | - | - | - | - | |||||
| Gift Aid | 1,218 | - | - | 1,218 | - | ||||
| - | - | - | - | - | |||||
| - | - | - | - | - | |||||
| Sub total(Gross income for AR) |
88,576 | - | - | 88,576 | - | ||||
| - - |
- - |
- - |
- - |
||||||
| A2 Asset and investment sales, (see table). |
|||||||||
| - | - | - | - | ||||||
| - | - | - | - | - | |||||
| Sub total | - | - | - | - | - | ||||
| Total receipts A3 Payments |
|||||||||
| 88,576 | - | - | 88,576 | - | |||||
| - | - | - | - | - | |||||
| General Grants | 76,722 | - | - | 76,722 | - | ||||
| - | - | - | - | ||||||
| Governance costs | 535 | - | - | 535 | - | ||||
| - | - | - | - | ||||||
| Printing and stationery costs | 182 | - | - | 182 | - | ||||
| Advertising | 446 | - | - | 446 | - | ||||
| Event Costs | 4,308 | - | - | 4,308 | - | ||||
| - | - | - | - | - | |||||
| **Sub total ** | 82,192 | - | - | 82,192 | - |
| A4 Asset and investment purchases, (see table) |
- - |
- - |
- - |
- - |
- - |
- - |
|||
|---|---|---|---|---|---|---|---|---|---|
| - | - | - | - | ||||||
| - | - | - | - | ||||||
| **Sub total ** | - | - | - | - | - | ||||
| Total payments Net of receipts/(payments) A5 Transfers between funds A6 Cash funds last year end Cash funds this year end |
|||||||||
| 82,192 | - | - | 82,192 | - | |||||
| 6,384 - 57,832 |
- - - |
- - - |
6,384 - 57,832 |
||||||
| 6,384 | **- ** | **- ** | 6,384 | - | |||||
| - | **- ** | - | - | - | |||||
| 57,832 | - | - | 57,832 | - | |||||
| 64,216 | - | - | 64,216 | - |
CCXX R1 accounts (SS)
1/30/2025
4
| Section B Statement of assets and liabilities at | Section B Statement of assets and liabilities at | Section B Statement of assets and liabilities at | the end of the period | the end of the period | the end of the period | the end of the period | |
|---|---|---|---|---|---|---|---|
| Categories Signed by one or two trustees on behalf of all the trustees B5 Liabilities B3 Investment assets B1 Cash funds B2 Other monetary assets B4 Assets retained for the charity’s own use |
Details | Unrestricted funds to nearest £ |
Restricted funds to nearest £ |
Endowment funds to nearest £ |
|||
| Cash at bank | 64,216 | - | - | ||||
| - | - | - | |||||
| - | - | - | |||||
| Details Total cash funds (agree balances with receipts and payments account(s)) |
64,216 | - | - | ||||
| OK Unrestricted funds to nearest £ |
OK Restricted funds to nearest £ |
OK | |||||
| Endowment funds to nearest £ |
|||||||
| - | - | - | |||||
| - | - | - | |||||
| - | - | - | |||||
| - | - | - | |||||
| - | - | - | |||||
| - | - | - | |||||
| Details Details Details Signature Y M Cohen Independent Examiner |
Fund to which asset belongs Cost (optional) - - - - - Fund to which asset belongs Cost (optional) - - - - - - - Fund to which liability relates Amount due (optional) - 400 - - - Print Name Y M COHEN |
Current value (optional) |
|||||
| - | |||||||
| - | |||||||
| - | |||||||
| - | |||||||
| - | |||||||
| Current value (optional) |
|||||||
| - | |||||||
| - | |||||||
| - | |||||||
| - | |||||||
| - | |||||||
| - | |||||||
| - | |||||||
| When due (optional) |
|||||||
| Date of approval |
|||||||
| Y M Cohen | Y M COHEN | 1/27/2025 | |||||
CCXX R2 accounts (SS)
1/30/2025
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