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2025-03-31-accounts

COMPANY REGISTRATION NUMBER: 01671914 CHARITY REGISTRATION NUMBER: 286075

SONGDALE LIMITED

COMPANY LIMITED BY GUARANTEE

UNAUDITED FINANCIAL STATEMENTS

31 MARCH 2025

SONGDALE LIMITED

COMPANY LIMITED BY GUARANTEE

FINANCIAL STATEMENTS

YEAR ENDED 31 MARCH 2025

PAGES
Trustees' annual report (incorporating the director's report) 1 to 3
Independent examiner's report to the trustees 4
Statement of financial activities (including income and expenditure
account) 5
Statement of financial position 6
Notes to the financial statements 7 to 15

SONGDALE LIMITED

COMPANY LIMITED BY GUARANTEE

TRUSTEES' ANNUAL REPORT (INCORPORATING THE DIRECTOR'S REPORT)

YEAR ENDED 31 MARCH 2025

The trustees, who are also the directors for the purposes of company law, present their report and the unaudited financial statements of the charity for the year ended 31 March 2025.

REFERENCE AND ADMINISTRATIVE DETAILS

Registered charity name Songdale Limited Charity registration number 286075 Company registration number 01671914 Principal office and registered New Burlington House office 1075 Finchley Road NW11 0PU THE TRUSTEES Mrs M G Grosskopf (Deceased 23 October 2024) Mr Y Grosskopf Mr J M Grosskopf Mr P Grosskopf Company secretary Mr J M Grosskopf Independent examiner David Goldberg FCA DChA Cohen Arnold New Burlington House 1075 Finchley Road London NW11 0PU

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SONGDALE LIMITED

COMPANY LIMITED BY GUARANTEE

TRUSTEES' ANNUAL REPORT (INCORPORATING THE DIRECTOR'S REPORT) (continued)

YEAR ENDED 31 MARCH 2025

STRUCTURE, GOVERNANCE AND MANAGEMENT

The charity is constituted as a company limited by guarantee and as such, its governing documents are its Memorandum and Articles of Association.

Its registered charity number is 286075 and its company registration number is 01671914.

The trustees administer the day-to-day affairs of the charity. None of the trustees have any beneficial interest in the charity and no benefit or expenses were paid in the year.

It is with deep regret that we report the passing of Mrs M G Grosskopf on the 23 October 2024. She was one of the founding directors and trustees of the charity. May we be the bearers of only good news in the future.

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.

Appointment, Training and Recruitment of Trustees

It is not the intention of the trustees of the charity to appoint any new trustees. Should the situation change in the future, the trustees will apply suitable recruitment training and induction procedures.

Related parties and co-operations with other organisations

None of our trustees receive remuneration or other benefit from their work with the charity. Any connection between a trustee of the charity with another charity must be disclosed to the board of trustees on the same way as any other contractual relationship with a related party.

OBJECTIVES AND ACTIVITIES

The charity was established to advance religion in accordance with the Orthodox Jewish Faith and relief of poverty and for other such purposes as are recognised by English Law as charitable and in furtherance of the aforementioned objects.

The charity's principal activity throughout the year was the provision and distribution of donations and grants to charities. The charity aims to maximise its grants and donations on an annual basis.

The trustees confirm that they have referred to the guidance contained in the Charity Commission's general guidance on public benefit when reviewing the Trust's aims and objectives and in planning future activities and setting the grant making policy for the year.

Grant making policy

The Trustees are approached for donations by a wide variety of charitable institutions operating all over England and also abroad. The trustees consider all requests which they receive and make donations based on level of funds available which accord with the objects of the charity.

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SONGDALE LIMITED

COMPANY LIMITED BY GUARANTEE

TRUSTEES' ANNUAL REPORT (INCORPORATING THE DIRECTOR'S REPORT) (continued)

YEAR ENDED 31 MARCH 2025

ACHIEVEMENTS AND PERFORMANCE

During the year the charity made grants totalling £62,360 (2024: £89,600) to other charities.

The benefits that these charities provide include:

The charity's investments in UK property realised a gross income of £203,376 (2024: £188,760).

FINANCIAL REVIEW

Reserves Policy

At the year-end £2,902,014 (2024: £2,786,242) was held as unrestricted funds. It is the policy of the charity to maintain unrestricted funds, which are the free reserve of the charity, at a level, which the trustees think appropriate, in-order to maintain and finance the charity's investment portfolio, the future commitments of the charity and the likely administrative costs of the charity for the next year.

Investment Powers, Policy and Objectives

Under the Memorandum and Articles of Association, the charity has the power to make any investment, which the trustees see fit. The trustees regularly review the charity's position and needs in respect of the investment policy.

The trustees believe their experience within the UK investment property market will maximise the charity's income from its investments.

PLANS FOR FUTURE PERIODS

The trustees, whilst being of the opinion that sufficient funds are required to be retained within the company in order to maintain and finance its investment portfolio, and thereby its financial return, are actively considering a policy of substantially increasing the rate and quantum of donations made by the company in those areas which would justify such an approach.

The trustees plan to continue to make distributions in accordance with their grant making policy and to ensure that an appropriate level of reserves is maintained.

SMALL COMPANY PROVISIONS

This report has been prepared in accordance with the provisions applicable to companies entitled to the small companies exemption.

The trustees' annual report was approved on 23 December 2025 and signed on behalf of the board of trustees by:

Mr Y Grosskopf Trustee

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SONGDALE LIMITED

COMPANY LIMITED BY GUARANTEE

INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF SONGDALE LIMITED

YEAR ENDED 31 MARCH 2025

I report to the trustees on my examination of the financial statements of Songdale Limited ('the charity') for the year ended 31 March 2025.

RESPONSIBILITIES AND BASIS OF REPORT

As the trustees of the company (and also its directors for the purposes of company law) you are responsible for the preparation of the financial statements in accordance with the requirements of the Companies Act 2006 ('the 2006 Act’).

Having satisfied myself that the accounts of the company are not required to be audited under Part 16 of the 2006 Act and are eligible for independent examination, I report in respect of my examination of the charity’s accounts as carried out under section 145 of the Charities Act 2011 (‘the 2011 Act’). In carrying out my examination I have followed the Directions given by the Charity Commission under section 145(5)(b) of the 2011 Act.

INDEPENDENT EXAMINER'S STATEMENT

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:

  1. accounting records were not kept in respect of the charity as required by section 386 of the 2006 Act; or

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

  3. the financial statements do not comply with the accounting requirements of section 396 of the 2006 Act 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; or

  4. the financial statements have not been prepared in accordance with the methods and principles of the Statement of Recommended Practice for accounting and reporting by charities applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102).

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.

David Goldberg FCA DChA Independent Examiner

New Burlington House 1075 Finchley Road London NW11 0PU

23 December 2025

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SONGDALE LIMITED

COMPANY LIMITED BY GUARANTEE

STATEMENT OF FINANCIAL ACTIVITIES (INCLUDING INCOME AND EXPENDITURE ACCOUNT)

YEAR ENDED 31 MARCH 2025

2025 2025 2024
Unrestricted
funds Total funds Total funds
Note £ £ £
Income and endowments
Donations and legacies 5 5,000 5,000
Investment income 6 224,056 224,056 198,736
------------------------------------- ------------------------------------- -------------------------------------
Total income 229,056 229,056 198,736
===================================== ===================================== =====================================
Expenditure
Expenditure on raising funds:
Investment management costs 7 (45,674) (45,674) (31,402)
Expenditure on charitable activities 8,9 (70,114) (70,114) (98,393)
------------------------------------- ------------------------------------- -------------------------------------
Total expenditure (115,788) (115,788) (129,795)
===================================== ===================================== =====================================
------------------------------------- ------------------------------------- -------------------------------------
Net income and net movement in funds 113,268 113,268 68,941
===================================== ===================================== =====================================
Reconciliation of funds
Total funds brought forward 2,788,746 2,788,746 2,719,805
----------------------------------------------- ----------------------------------------------- -----------------------------------------------
Total funds carried forward 2,902,014 2,902,014 2,788,746
=============================================== =============================================== ===============================================

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 15 form part of these financial statements.

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SONGDALE LIMITED

COMPANY LIMITED BY GUARANTEE

STATEMENT OF FINANCIAL POSITION

31 MARCH 2025
2025 2024
Note
£
£ £ £
FIXED ASSETS
Investments 15 2,223,000 2,223,000
CURRENT ASSETS
Debtors 16
39,535
38,277
Cash at bank and in hand 696,727 573,132
------------------------------------- -------------------------------------
736,262 611,409
CREDITORS: amounts falling due
within one year 17
(57,248)
(45,663)
------------------------------------- -------------------------------------
NET CURRENT ASSETS 679,014 565,746
----------------------------------------------- -----------------------------------------------
TOTAL ASSETS LESS CURRENT
LIABILITIES 2,902,014 2,788,746
----------------------------------------------- -----------------------------------------------
NET ASSETS 2,902,014 2,788,746
=============================================== ===============================================
FUNDS OF THE CHARITY
Unrestricted funds 2,902,014 2,788,746
----------------------------------------------- -----------------------------------------------
Total charity funds 18 2,902,014 2,788,746
=============================================== ===============================================

For the year ending 31 March 2025 the charity was entitled to exemption from audit under section 477 of the Companies Act 2006 relating to small companies.

Directors' responsibilities:

These financial statements have been prepared in accordance with the provisions applicable to companies subject to the small companies' regime.

These financial statements were approved by the board of trustees and authorised for issue on 23 December 2025, and are signed on behalf of the board by:

Mr Y Grosskopf Trustee

Mr J M Grosskopf Trustee

The notes on pages 7 to 15 form part of these financial statements.

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SONGDALE LIMITED

COMPANY LIMITED BY GUARANTEE

NOTES TO THE FINANCIAL STATEMENTS

YEAR ENDED 31 MARCH 2025

1. GENERAL INFORMATION

The charity is a public benefit entity and a private company limited by guarantee, registered in England and Wales and a registered charity in England and Wales. The address of the registered office is New Burlington House, 1075 Finchley Road, NW11 0PU.

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 Companies Act 2006.

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. Songdale Limited meets the definition of a public benefit entity under FRS 102.

Going concern

The financial statements have been prepared in accordance with the accounting principles appropriate to a going concern, as the trustees have a reasonable expectation that the charity has adequate resources to continue in operational existence for the foreseeable future by meeting its liabilities as they fall due, based on the net current asset position of the charity and available sources of finance. The trustees recognise that they have the ability to exercise control over the charity's grant making charitable activities due to the absence of any legally binding obligations.

Judgements and key sources of estimation uncertainty

The preparation of the financial statements requires management to make judgements, estimates and assumptions that affect the amounts reported. These estimates and judgements are continually reviewed and are based on experience and other factors, including expectations of future events that are believed to be reasonable under the circumstances. The areas involving a higher degree of judgement or complexity, or areas where assumptions and estimates area significant to the financial statements are disclosed in note 21.

Fund accounting

General unrestricted funds comprise the accumulated surplus or deficit on income and expenditure account. They are available for use at the discretion of the trustees in furtherance of the general objectives of the charity.

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SONGDALE LIMITED

COMPANY LIMITED BY GUARANTEE

NOTES TO THE FINANCIAL STATEMENTS (continued)

YEAR ENDED 31 MARCH 2025

3. ACCOUNTING POLICIES (continued)

Incoming resources

All income is 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:

Investment property

Investment properties are initially recognised at cost, being the fair value of consideration given, including transaction costs associated with the investment property.

After initial recognition, investment properties whose fair value can be measured reliably without undue cost or effort are held at fair value. Any gains or losses arising from changes in the fair value are recognised in the income and expenditure account in the year that they arise.

No depreciation is provided in respect of investment properties applying the fair value model.

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SONGDALE LIMITED

COMPANY LIMITED BY GUARANTEE

NOTES TO THE FINANCIAL STATEMENTS (continued)

YEAR ENDED 31 MARCH 2025

3. ACCOUNTING POLICIES (continued)

Financial instruments

A financial asset or a financial liability is recognised only when the entity 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, unless the arrangement constitutes a financing transaction, where it is recognised at the present value of the future payments discounted at a market rate of interest for a similar debt instrument.

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

Debtors

Debtors are recognised at the settlement amount due and prepayments are valued at the amount prepaid.

Cash at bank

Cash at bank and cash 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.

Creditors

Creditors and provisions are recognised when the charity has a present obligation resulting from a past event that will probably result in the transfer of funds to a third party and the amount due to settle the obligation can be measured or estimated reliably. Creditors and provisions are normally recognised at their settlement amount after allowing for any trade discount due.

4. LIMITED BY GUARANTEE

The charity is a company limited by guarantee and has no share capital. The liability of each member in the event of winding up is limited to £1.

5. DONATIONS AND LEGACIES

Unrestricted Total Funds Unrestricted Total Funds
Funds 2025 Funds 2024
£ £ £ £
DONATIONS
Donations 5,000 5,000
========================== ========================== ================ ================

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SONGDALE LIMITED

COMPANY LIMITED BY GUARANTEE

NOTES TO THE FINANCIAL STATEMENTS (continued)

YEAR ENDED 31 MARCH 2025

6. INVESTMENT INCOME

INVESTMENT INCOME
Unrestricted Total Funds Unrestricted Total Funds
Funds 2025 Funds 2024
£ £ £ £
Income from UK investment
properties 213,196 213,196 191,264 191,264
Bank interest receivable 10,860 10,860 7,472 7,472
------------------------------------- ------------------------------------- ------------------------------------- -------------------------------------
224,056 224,056 198,736 198,736
===================================== ===================================== ===================================== =====================================

7. INVESTMENT MANAGEMENT COSTS

Unrestricted Total Funds Unrestricted Total Funds
Funds 2025 Funds 2024
£ £ £ £
Management expenses 16,329 16,329 13,289 13,289
General and water rates 64 64 29 29
Insurance 6,435 6,435 10,152 10,152
Repairs and renewals 2,044 2,044 4,471 4,471
Legal and professional 20,257 20,257 2,960 2,960
Service charge 545 545 501 501
------------------------------- ------------------------------- ------------------------------- -------------------------------
45,674
===============================
45,674
===============================
31,402
===============================
31,402
===============================

8. EXPENDITURE ON CHARITABLE ACTIVITIES BY FUND TYPE

Unrestricted Total Funds Unrestricted Total Funds
Funds 2025 Funds 2024
£ £ £ £
Grants and donations 62,360 62,360 89,600 89,600
Support costs 7,754 7,754 8,793 8,793
------------------------------- ------------------------------- ------------------------------- -------------------------------
70,114 70,114 98,393 98,393
=============================== =============================== =============================== ===============================

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SONGDALE LIMITED

COMPANY LIMITED BY GUARANTEE

NOTES TO THE FINANCIAL STATEMENTS (continued)

YEAR ENDED 31 MARCH 2025

9. EXPENDITURE ON CHARITABLE ACTIVITIES BY ACTIVITY TYPE

Grant
funding of Total funds Total fund
activities Support costs 2025 2024
£ £ £ £
Grants and donations 62,360
62,360 89,600
Governance costs
7,754
7,754 8,793
------------------------------- -------------------------- ------------------------------- -------------------------------
62,360
7,754
70,114 98,393
=============================== ========================== =============================== ===============================

The following grant payments were made during the year ended 31 March 2025:

£
Belz Israel Charitable Trust 3,600
Friends Of Shekel Hakodesh Limited 13,000
Friends of Yeshivas Chayei Moishe 5,550
Mercaz Torah Vechesed Limited 5,600
Sundry donations < £3,000 15,810
The New Rachmistrivke Synagogue Trust 6,000
UK Friends of Ahavas Chesed 4,200
Yesamach Levav 4,600
Yeshuos Shabbos 4,000
-------------------------------
Total grants 62,360
===============================

10. ANALYSIS OF SUPPORT COSTS

Grant
funding of
activities Total 2025 Total 2024
£ £ £
Finance costs 367
Accountancy fees 7,680 7,680 7,200
Legal fees 74 74
-------------------------- -------------------------- --------------------------
7,754 7,754 7,567
========================== ========================== ==========================

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SONGDALE LIMITED

COMPANY LIMITED BY GUARANTEE

NOTES TO THE FINANCIAL STATEMENTS (continued)

YEAR ENDED 31 MARCH 2025

11. ANALYSIS OF GRANTS

11. ANALYSIS OF GRANTS
2025 2024
£ £
GRANTS TO INSTITUTIONS
Advancement of health and saving lives 250 15,000
Advancement of education 32,610 33,450
Prevention or relief of poverty 28,900 39,650
Advancement of religion 600 1,500
------------------------------- -------------------------------
62,360 89,600
------------------------------- -------------------------------
Total grants 62,360 89,600
=============================== ===============================
12. INDEPENDENT EXAMINATION FEES
2025 2024
£ £
Fees payable to the independent examiner for:
Independent examination of the financial statements 7,680
==========================
7,980
==========================

13. STAFF COSTS

No salaries or wages have been paid to employees, including the members of the committee, during the year.

14. TRUSTEE REMUNERATION AND EXPENSES

No remuneration or other benefits from employment with the charity were received by the trustees.

15. INVESTMENTS

Investment
properties
£
Cost or valuation
At 1 April 2024 and 31 March 2025 2,223,000
===============================================
Carrying amount
At 31 March 2025 2,223,000
===============================================
At 31 March 2024 2,223,000
===============================================

All investments shown above are held at valuation.

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SONGDALE LIMITED

COMPANY LIMITED BY GUARANTEE

NOTES TO THE FINANCIAL STATEMENTS (continued)

YEAR ENDED 31 MARCH 2025

15. INVESTMENTS (continued)

Investment properties

No depreciation has been provided in respect of investment properties, applying the fair value model.

The charity carries its investment properties at fair value, with changes in fair value being recognised in the income and expenditure account. The trustees revalued the charity's investment properties as at 31 March 2025 using techniques detailed below together with their knowledge if the UK property market.

The charity's investment properties were valued by the trustees based on their experience in the property market and having regard to many factors including the individual nature of each property, its location and expected future net rental values, market yields and comparable market transactions.

The historical cost of the freehold properties is as follows:

2025
£
At 1 April 2024 and 31 March 2025 2,399,012
DEBTORS
2025 2024
£ £
Trade debtors 31,920 30,062
Prepayments and accrued income 3,703 2,303
Other debtors 3,912 5,912
------------------------------- -------------------------------
39,535 38,277
=============================== ===============================
CREDITORS: amounts falling due within one year
2025 2024
£ £
Trade creditors 36,409 24,524
Accruals and deferred income 20,839 21,139
------------------------------- -------------------------------
57,248 45,663
=============================== ===============================

16. DEBTORS

17. CREDITORS: amounts falling due within one year

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SONGDALE LIMITED

COMPANY LIMITED BY GUARANTEE

NOTES TO THE FINANCIAL STATEMENTS (continued)

YEAR ENDED 31 MARCH 2025

18. ANALYSIS OF CHARITABLE FUNDS

Unrestricted funds

Unrestricted funds
At
At 31 March
1 April 2024 Income Expenditure 2025
£ £ £ £
General funds 2,788,746 229,056 (115,788) 2,902,014
=============================================== ===================================== ===================================== ===============================================
At
At 31 March
1 April 2023 Income Expenditure 2024
£ £ £ £
General funds 2,719,805 198,736 (129,795) 2,788,746
=============================================== ===================================== ===================================== ===============================================

19. ANALYSIS OF NET ASSETS BETWEEN FUNDS

Unrestricted Total Funds
Funds 2025
£ £
Investments 2,223,000 2,223,000
Current assets 736,262 736,262
Creditors less than 1 year (57,248)
(57,248)
----------------------------------------------- -----------------------------------------------
Net assets 2,902,014 2,902,014
=============================================== ===============================================
Unrestricted Total Funds
Funds 2024
£ £
Investments 2,223,000 2,223,000
Current assets 611,409 611,409
Creditors less than 1 year (45,663)
(45,663)
----------------------------------------------- -----------------------------------------------
Net assets 2,788,746
===============================================
2,788,746
===============================================

20. RELATED PARTIES

During the year, the charity received donations totalling £5,000 from a company in which certain trustees also serve as directors.

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SONGDALE LIMITED

COMPANY LIMITED BY GUARANTEE

NOTES TO THE FINANCIAL STATEMENTS (continued)

YEAR ENDED 31 MARCH 2025

21. ACCOUNTING ESTIMATES AND JUDGEMENTS

Trade Debtors

Management uses details of the age of trade debtors and the status of any disputes together with external evidence of the credit status of the counterparty in making judgements concerning any need to impair the carrying values.

Revaluation of investment properties

The Company carries its investment properties at fair value, with changes in fair value being recognised in the income and expenditure account. The directors revalued the company's investment properties as at 31 March 2025 using techniques detailed below together with their knowledge of the UK property market.

Valuation techniques and key inputs

The company's investment properties were valued by the directors based on their experience in the property market and having regard to many factors including the individual nature of each property, its location and expected future net rental values, market yields and comparable market transactions.

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