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2021-04-05-accounts

REGISTERED CHARITY NUMBER: 281384

Report of the Trustees and

Unaudited Financial Statements for the Year Ended 5 April 2021

for

Keren Hatorah

Martin+Heller 5 North End Road London NW11 7RJ

Keren Hatorah

Contents of the Financial Statements for the Year Ended 5 April 2021

Page
Report of the Trustees 1
Independent Examiner's Report 2
Statement of Financial Activities 3
Balance Sheet 4
Notes to the Financial Statements 5 to 10
Detailed Statement of Financial Activities 11

Keren Hatorah

Report of the Trustees for the Year Ended 5 April 2021

The trustees present their report with the financial statements of the charity for the year ended 5 April 2021. The trustees have adopted the provisions of 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).

OBJECTIVES AND ACTIVITIES Objectives and aims

The charity publishes books and papers on Jewish studies and items of Jewish interest.

Public benefit

The trustee confirms his compliance with the duty to have due regard to the public benefit guidance published by the Charity Commission when reviewing the charity's aims and objectives and in planning future activities.

STRUCTURE, GOVERNANCE AND MANAGEMENT Governing document

The charity is controlled by its governing document, a deed of trust and constitutes an unincorporated charity.

Risk management

The trustee have a duty to identify and review the risks to which the charity is exposed and to ensure appropriate controls are in place to provide reasonable assurance against fraud and error.

REFERENCE AND ADMINISTRATIVE DETAILS Registered Charity number

281384

Principal address

97 Stamford Hill London N16 5DN

Trustees

H Feldman H Bondi (appointed 1.12.20) S Hecht (appointed 1.12.20)

Independent Examiner

A Heller FCA 5 North End Road London NW11 7RJ

Approved by order of the board of trustees on ............................................. and signed on its behalf by:

........................................................................ H Feldman - Trustee

Page 1

Independent Examiner's Report to the Trustees of Keren Hatorah

Independent examiner's report to the trustees of Keren Hatorah

I report to the charity trustees on my examination of the accounts of Keren Hatorah (the Trust) for the year ended 5 April 2021.

Responsibilities and basis of report

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

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

Independent examiner's statement

Since your charity's gross income exceeded £250,000 your examiner must be a member of a listed body. I can confirm that I am qualified to undertake the examination because I am a registered member of 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 Trust as required by section 130 of the 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.

A Heller FCA 5 North End Road London NW11 7RJ

Date: .............................................

Page 2

Keren Hatorah

Statement of Financial Activities for the Year Ended 5 April 2021

5.4.21
Unrestricted
fund
Notes
£
INCOME AND ENDOWMENTS FROM
Donations and legacies
2
71,818
Other trading activities
3
205,001
Investment income
4
-
Total
276,819
EXPENDITURE ON
Charitable activities
Charitable activities
153,684
Other
2,974
Total
156,658
NET INCOME
120,161
RECONCILIATION OF FUNDS
Total funds brought forward
87,652
TOTAL FUNDS CARRIED FORWARD
207,813
5.4.20
Total
funds
£
423,433
92,552
1
515,986
493,731
2,871
496,602
19,384
68,268
87,652

The notes form part of these financial statements

Page 3

Keren Hatorah

Balance Sheet 5 April 2021

5.4.21
Unrestricted
fund
Notes
£
FIXED ASSETS
Tangible assets
8
672
CURRENT ASSETS
Debtors
9
48,218
Cash at bank
242,645
290,863
CREDITORS
Amounts falling due within one year
10
(38,722)
NET CURRENT ASSETS
252,141
TOTAL ASSETS LESS CURRENT
LIABILITIES
252,813
CREDITORS
Amounts falling due after more than one year
11
(45,000)
NET ASSETS
207,813
FUNDS
13
Unrestricted funds
207,813
TOTAL FUNDS
207,813
5.4.20
Total
funds
£
807
47,049
54,309
101,358
(14,513)
86,845
87,652
-
87,652
87,652
87,652

The financial statements were approved by the Board of Trustees and authorised for issue on ............................................. and were signed on its behalf by:

............................................. H Feldman - Trustee

The notes form part of these financial statements

Page 4

Keren Hatorah

Notes to the Financial Statements for the Year Ended 5 April 2021

1. ACCOUNTING POLICIES

Basis of preparing the financial statements

The financial statements of the charity, which is a public benefit entity under FRS 102, 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)', Financial Reporting Standard 102 'The Financial Reporting Standard applicable in the UK and Republic of Ireland' and the Charities Act 2011. The financial statements have been prepared under the historical cost convention.

Income

All income is recognised in the Statement of Financial Activities once the charity has entitlement to the funds, it is probable that the income will be received and the amount can be measured reliably.

Expenditure

Liabilities are recognised as expenditure as soon as there is a legal or constructive obligation committing the charity to that expenditure, it is probable that a transfer of economic benefits will be required in settlement and the amount of the obligation can be measured reliably. Expenditure is accounted for on an accruals basis and has been classified under headings that aggregate all cost related to the category. Where costs cannot be directly attributed to particular headings they have been allocated to activities on a basis consistent with the use of resources.

Tangible fixed assets

Depreciation is provided at the following annual rates in order to write off each asset over its estimated useful life.

Taxation

The charity is exempt from tax on its charitable activities.

Fund accounting

Unrestricted funds can be used in accordance with the charitable objectives at the discretion of the trustees.

Restricted funds can only be used for particular restricted purposes within the objects of the charity. Restrictions arise when specified by the donor or when funds are raised for particular restricted purposes.

Further explanation of the nature and purpose of each fund is included in the notes to the financial statements.

2. DONATIONS AND LEGACIES

Donations 5.4.21
£
71,818
5.4.20
£
423,433

Page 5

continued...

Keren Hatorah

Notes to the Financial Statements - continued for the Year Ended 5 April 2021

3. OTHER TRADING ACTIVITIES

Advertising sales and subscrip
Cost of publications
4.
INVESTMENT INCOME
Interest received
5.4.21
£
420,106
(215,105)
205,001
5.4.21
£
-
5.4.20
£
367,986
(275,434)
92,552
5.4.20
£
1

5. TRUSTEES' REMUNERATION AND BENEFITS

There were no trustees' remuneration or other benefits for the year ended 5 April 2021 nor for the year ended 5 April 2020.

Trustees' expenses

There were no trustees' expenses paid for the year ended 5 April 2021 nor for the year ended 5 April 2020.

6. STAFF COSTS

The average monthly number of employees during the year was as follows:

Secretarial and management
No employees received emoluments in excess of £60,000.
COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES
INCOME AND ENDOWMENTS FROM
Donations and legacies
Other trading activities
Investment income
Total
EXPENDITURE ON
Charitable activities
Charitable activities
Other
Total
NET INCOME
5.4.21
5.4.20
18
30
Unrestricted
fund
£
423,433
92,552
1
515,986
493,731
2,871
496,602
19,384

7. COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES

Page 6

continued...

Keren Hatorah

Notes to the Financial Statements - continued for the Year Ended 5 April 2021

7. COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES - continued

Unrestricted
fund
£
RECONCILIATION OF FUNDS
Total funds brought forward 68,268
TOTAL FUNDS CARRIED FORWARD 87,652
8. TANGIBLE FIXED ASSETS
Plant and Computer
machinery equipment Totals
£ £ £
COST
At 6 April 2020 9,469 4,029 13,498
Additions 66 - 66
At 5 April 2021 9,535 4,029 13,564
DEPRECIATION
At 6 April 2020 8,784 3,907 12,691
Charge for year 171 30 201
At 5 April 2021 8,955 3,937 12,892
NET BOOK VALUE
At 5 April 2021 580 92 672
At 5 April 2020 685 122 807
9. DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
5.4.21 5.4.20
£ £
Trade debtors 48,218 47,049

continued...

Page 7

Keren Hatorah

Notes to the Financial Statements - continued for the Year Ended 5 April 2021

10. CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR

5.4.21
£
Bank loans and overdrafts (see note 12)
5,000
Taxation and social security
28,222
Other creditors
5,500
38,722
11.
CREDITORS: AMOUNTS FALLING DUE AFTER MORE THAN ONE YEAR
5.4.21
£
Bank loans (see note 12)
45,000
12.
LOANS
An analysis of the maturity of loans is given below:
5.4.21
£
Amounts falling due within one year on demand:
Bank loans
5,000
Amounts falling between one and two years:
Bank loans - 1-2 years
10,000
Amounts falling due between two and five years:
Bank loans - 2-5 years
30,000
Amounts falling due in more than five years:
Repayable by instalments:
Bank loans more 5 yr by instal
5,000
13.
MOVEMENT IN FUNDS
Net
movement
At 6/4/20
in funds
£
£
Unrestricted funds
General fund
87,652
120,161
TOTAL FUNDS
87,652
120,161
5.4.20
£
-
10,513
4,000
14,513
5.4.20
£
-
5.4.20
£
-
-
-
-
At
5/4/21
£
207,813
207,813

continued...

Page 8

Keren Hatorah

Notes to the Financial Statements - continued for the Year Ended 5 April 2021

13. MOVEMENT IN FUNDS - continued

Net movement in funds, included in the above are as follows:

Unrestricted funds
General fund
TOTAL FUNDS
Incoming
resources
£
276,819
276,819
Resources
Movement
expended
in funds
£
£
(156,658)
120,161
(156,658)
120,161

Comparatives for movement in funds

Net
movement
At 6/4/19
in funds
£
£
Unrestricted funds
General fund
68,268
19,384
TOTAL FUNDS
68,268
19,384
At
5/4/20
£
87,652
87,652

Comparative net movement in funds, included in the above are as follows:

Unrestricted funds
General fund
TOTAL FUNDS
Incoming
resources
£
515,986
515,986
Resources
Movement
expended
in funds
£
£
(496,602)
19,384
(496,602)
19,384

A current year 12 months and prior year 12 months combined position is as follows:

Unrestricted funds
General fund
TOTAL FUNDS
At 6/4/19
£
68,268
68,268
Net
movement
in funds
£
139,545
139,545
At
5/4/21
£
207,813
207,813

continued...

Page 9

Keren Hatorah

Notes to the Financial Statements - continued for the Year Ended 5 April 2021

13. MOVEMENT IN FUNDS - continued

A current year 12 months and prior year 12 months combined net movement in funds, included in the above are as follows:

Unrestricted funds
General fund
TOTAL FUNDS
Incoming
resources
£
792,805
792,805
Resources
Movement
expended
in funds
£
£
(653,260)
139,545
(653,260)
139,545

14. RELATED PARTY DISCLOSURES

There were no related party transactions for the year ended 5 April 2021.

Page 10

Keren Hatorah

Detailed Statement of Financial Activities for the Year Ended 5 April 2021

INCOME AND ENDOWMENTS
Donations and legacies
Donations
Other trading activities
Advertising sales and subscrip
Cost of publications
Investment income
Interest received
Total incoming resources
EXPENDITURE
Charitable activities
Wages
Furlough receipts
Subscriptions
Conference expenses
Travel expenses
Postage, stationery, telephone and IT expenses
Sundries
Plant and machinery
Computer equipment
Support costs
Finance
Bank charges
Governance costs
Accountancy
Total resources expended
Net income
5.4.21
£
71,818
420,106
(215,105)
205,001
-
276,819
219,152
(91,448)
580
-
1,064
19,925
4,210
171
30
153,684
1,474
1,500
156,658
120,161
5.4.20
£
423,433
367,986
(275,434)
92,552
1
515,986
280,711
-
844
174,403
10,627
23,532
3,345
228
41
493,731
1,371
1,500
496,602
19,384

This page does not form part of the statutory financial statements

Page 11