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2025-03-31-accounts

CHARITY REGISTRATION NUMBER: 326147

Manackerman Charitable Trust Unaudited Financial Statements

31 March 2025

HAFFNER HOFF LTD

Accountants 2nd Floor - Parkgates Bury New Road Prestwich Manchester M25 0TL

Manackerman Charitable Trust

Financial Statements

Year ended 31 March 2025

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
Notes to the financial statements 6 to 11

Manackerman Charitable Trust

Trustees' Annual Report

Year ended 31 March 2025

The trustees 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 Manackerman Charitable Trust Charity registration number 326147 Principal office DS Asset Management LLP Rico House George Street Manchester M25 9WS The trustees J Marks V Marks A Marks Independent examiner D Schwarz FCCA 2nd Floor - Parkgates Bury New Road Prestwich Manchester M25 0TL

Structure, governance and management

Manackerman Charitable Trust is constituted by a Deed of Trust dated 11 May 1982 and is a registered charity, number 326147.

The Charity is run by the trustees who all act in an honorary capacity. A new trustee would receive copies of the previous years' Annual Report and Accounts and a copy of the Charity Commission leaflet 'The Essential Trustee : What you need to know'.

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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Manackerman Charitable Trust

Trustees' Annual Report (continued)

Year ended 31 March 2025

Objectives and activities

The objectives of the charity are for the benefit or in furtherance of such charitable purposes or charitable institutions and in such manner and in such proportions as the trustees may from time to time in their absolute discretion determine.

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 objects of the charity.

Investment Policy

The Trust Deed authorises the Trustees to make and hold investments using the general funds of the charity and the charity has invested in various joint property syndicates to provide a steady income for the beneficiaries as above. All the investments are in the United Kingdom.

Achievements and performance

During the year, the charity received donations totalling £140,544, including a donation of listed investments to the value of £109,919.

During the year the charity made grants totalling £101,075 in furtherance of it objectives.

Financial review

As at 31 March 2025 the charity held reserves of £7,072 (2024: £4,406).

Reserves Policy

The Unrestricted Fund represents the unrestricted funds arising from past operating results.

The trustees are satisfied that the balance of the Fund is an acceptable level of reserves. It is the policy of the charity to maintain reserves sufficient to maintain grants at previous year’s levels. As the charity is largely reliant on income received from sources where profit levels are variable, the trustees feel it would be prudent to maintain reserves at such a level as to be able to generate its own income to meet this aim.

The trustees' annual report was approved on 17 November 2025 and signed on behalf of the board of trustees by:

J Marks Trustee

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Manackerman Charitable Trust

Independent Examiner's Report to the Trustees of Manackerman Charitable Trust

Year ended 31 March 2025

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

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.

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.

D Schwarz FCCA Independent Examiner

2nd Floor - Parkgates Bury New Road Prestwich Manchester M25 0TL

17 November 2025

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Manackerman Charitable Trust

Statement of Financial Activities

Year ended 31 March 2025

2025 2024
Unrestricted
fundsTotal funds Total funds
Note £ £ £
Income and endowments
Donations and legacies 4 140,544 140,544 11,875
Investment income 5 12,701 12,701 12,095
-------------------------------- -------------------------------- ----------------------------
Total income 153,245 153,245 23,970
================================ ================================ ============================
Expenditure
Expenditure on charitable activities 6,7 102,415 102,415 94,212
-------------------------------- -------------------------------- ----------------------------
Total expenditure 102,415 102,415 94,212
================================ ================================ ============================
Net gains on investments 10 7,433 7,433
-------------------------------- -------------------------------- ----------------------------
Net income/(expenditure) and net movement in funds 58,263 58,263 (70,242)
================================ ================================ ============================
Reconciliation of funds
Total funds brought forward 126,076 126,076 196,318
-------------------------------- -------------------------------- --------------------------------
Total funds carried forward 184,339 184,339 126,076
================================ ================================ ================================

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 6 to 11 form part of these financial statements.

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Manackerman Charitable Trust

Statement of Financial Position

31 March 2025

2025 2024
Note £ £ £
Fixed assets
Investments 14 177,267 121,670
Current assets
Cash at bank and in hand 23,152 5,066
Creditors: amounts falling due within one year 15 16,080 660
---------------------------- -----------------------
Net current assets 7,072 4,406
-------------------------------- --------------------------------
Total assets less current liabilities 184,339 126,076
-------------------------------- --------------------------------
Net assets 184,339 126,076
================================ ================================
Funds of the charity
Unrestricted funds 184,339 126,076
-------------------------------- --------------------------------
Total charity funds 16 184,339
================================
126,076
================================

These financial statements were approved by the board of trustees and authorised for issue on 17 November 2025, and are signed on behalf of the board by:

J Marks Trustee

The notes on pages 6 to 11 form part of these financial statements.

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Manackerman Charitable Trust

Notes to the Financial Statements

Year ended 31 March 2025

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 DS Asset Management LLP, Rico House, George Street, Manchester, M25 9WS.

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 at the year end.

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.

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:

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Manackerman Charitable Trust

Notes to the Financial Statements (continued)

Year ended 31 March 2025

3. Accounting policies (continued)

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.

Investments

Investments in joint property syndicates

This represents capital introduced by the company into the syndicates plus accrued surpluses less deficiencies but without revaluing the syndicate properties.

Some of the syndicates in which the company is a participator have borrowings which are secured on the syndicate properties.

The company accounts for its syndicate investments under the 'equity accounting' basis and thus the company's share of such borrowings are not included in these accounts.

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.

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Manackerman Charitable Trust

Notes to the Financial Statements (continued)

Year ended 31 March 2025

4. Donations and legacies

Unrestricted
Total Funds
Unrestricted Total Funds
Funds
2025
Funds 2024
£ £ £ £
Donations
Donations 140,544
140,544
11,875 11,875
================================ ================================ ============================ ============================
5. Investment income
Unrestricted
Total Funds
Unrestricted Total Funds
Funds
2025
Funds 2024
£ £ £ £
Income from investment properties 12,701
12,701
12,095 12,095
============================ ============================ ============================ ============================
6. Expenditure on charitable activities by fund type
Unrestricted
Total Funds
Unrestricted Total Funds
Funds
2025
Funds 2024
£ £ £ £
Charitable activities 101,075
101,075
93,535 93,535
Support costs 1,340
1,340
677 677
-------------------------------- -------------------------------- ---------------------------- ----------------------------
102,415
102,415
94,212 94,212
================================ ================================ ============================ ============================
7. Expenditure on charitable activities by activity type
Grant funding
Support
Total funds Total fund
of activities
costs
2025 2024
£ £ £ £
Charitable activities 101,075
261
101,336 93,552
Governance costs
1,079
1,079 660
-------------------------------- ----------------------- -------------------------------- ----------------------------
101,075
1,340
102,415 94,212
================================ ======================= ================================ ============================
8. Analysis of support costs
Analysis of
support costs Total 2025 Total 2024
£ £ £
General office 261 261 17
Governance costs 1,079 1,079 660
----------------------- ----------------------- --------------
1,340 1,340 677
======================= ======================= ==============

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Manackerman Charitable Trust

Notes to the Financial Statements (continued)

Year ended 31 March 2025

9. Analysis of grants

2025 2024
£ £
Grants to institutions
Friends Of Lubavitch Scotland 6,000 6,000
Friends Of Alyn Orthapedic Hospital Jerusalem 5,000 5,000
UK Toremet 25,000 26,000
Friends Of Esra Israel 25,000 25,000
Seed UK 15,000 15,360
Emunah UK 15,000 10,000
Camp Simcha 5,000
Grants under £5,000 5,075 6,175
-------------------------------- ----------------------------
101,075 93,535
-------------------------------- ----------------------------
Total grants 101,075
================================
93,535
============================

10. Net gains on investments

Unrestricted Total Funds Unrestricted Total Funds
Funds 2025 Funds 2024
£ £ £ £
Gains/(losses) on other investment
assets 7,433 7,433
======================= ======================= ============== ==============
11. Independent examination fees
2025 2024
£ £
Fees payable to the independent examiner for:
Independent examination of the financial statements 1,080
======================= ==============

12. Staff costs

The average head count of employees during the year was Nil (2024: Nil).

No employee received employee benefits of more than £60,000 during the year (2024: Nil).

13. Trustee remuneration and expenses

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

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Manackerman Charitable Trust

Notes to the Financial Statements (continued)

Year ended 31 March 2025

14. Investments

Listed Other
investments investments Total
£ £ £
Cost or valuation
At 1 April 2024 121,670 121,670
Additions 109,919 109,919
Disposals (68,699) (5,529) (74,228)
Fair value movements 7,205 7,205
Other movements 12,701 12,701
-------------------------------- -------------------------------- --------------------------------
At 31 March 2025 48,425 128,842 177,267
================================ ================================ ================================
Impairment
At 1 April 2024 and 31 March 2025
================================ ================================
Carrying amount
At 31 March 2025 48,425 128,842 177,267
================================ ================================ ================================
At 31 March 2024 121,670 121,670
================================ ================================ ================================

All investments shown above are held at valuation.

Financial assets held at fair value

The listed investments are stated at market value based on published stock market value at the year end.

The investments are in joint property syndicates, representing capital introduced by the company into the syndicates plus accrued surpluses less deficiencies but without revaluing the syndicate properties.

15. Creditors: amounts falling due within one year

2025 2024
£ £
Accruals and deferred income 1,080 660
Other creditors 15,000
---------------------------- --------------
16,080 660
============================ ==============

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Manackerman Charitable Trust

Notes to the Financial Statements (continued)

Year ended 31 March 2025

16. Analysis of charitable funds

Unrestricted funds

Unrestricted funds
At Gains and At
1 April 2024 Income Expenditure losses 31 March 25
£ £ £ £ £
General funds 126,076 153,245 (102,415) 7,433 184,339
================================ ================================ ================================ ======================= ================================
At Gains and At
1 April 2023 Income Expenditure losses 31 March 24
£ £ £ £ £
General funds 196,318 23,970 (94,212) 126,076
================================ ============================ ============================ ============== ================================
Analysis of net assets between funds
Unrestricted Total Funds
Funds 2025
£ £
Investments 177,267 177,267
Current assets 23,152 23,152
Creditors less than 1 year (16,080)
(16,080)
-------------------------------- --------------------------------
Net assets 184,339 184,339
================================ ================================
Unrestricted Total Funds
Funds 2024
£ £
Investments 121,670 121,670
Current assets 5,066 5,066
Creditors less than 1 year (660)
(660)
-------------------------------- --------------------------------
Net assets 126,076 126,076
================================ ================================

17. Analysis of net assets between funds

18. Related parties

During the year donations totalling £134,419 were received from trustees and related parties.

During the year, Jonvan Properties, a company with common directors to the trustees of the charity lent £15,000 to the charity. This was still the balance at the year end.

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