Trustees, annual report foi the period CHARITY COMMISSION FOR ENGLAND AND WALES +• Period slarl dhle pJThrdUllEJ Period end dale E4Mf4JMFJ Charity name Livc S'4fyJ thQtJ0JC (harity No Objectives and Activities SORP reference Summary ol Ihe purpose5 01 Ilie cli81ily as sel oul in 115 goveining document Sufflmaiy of Ihe fflain aclivilies ID relation to 11i0se puiposes foi the public benefit, in parliculai, the aclivilies, projects or services idenlilied in the accounts. Slalefflenl conliiming whelher Ihe trustees liave liad regard lo the guidance Issued by Ihe Chaiily Commission on public benelil Para 1.17 Foe4 YxJJAI£'J-t INJ TA Para 1.17 and 1.19 SL S, 1<¥{ I hJf-rt-f41 frl Para 1.18 Add itional information (optiona l) You may choose lo include lurlher slalemenls where relevant 3boul,. SORP reference Policy on grant making Para 138 Policy on social investment including progiam ielaled inve51fflenl Palé 1.38 JI Conliibulion méde by volunlee¥s Péié 1.38 Other Ch3rily Accounts templates- Trustees, afjnual report lor the period October 2016
Achievements and Performance SORP reference Summary ol the m6in achievements ol the charily, idenlilying the dillerence the chaiily's work lia5 made lo Ilie circumslances ol ils beneliciaiies and any wider benefits lo society as a whole. Para 1.20 WC GDKJLAfitJNJ gwtsfJAI ) tsLJf¥g -4-fyL Ta y6J%£& . Additional information (optional) You may ch005e lo include lurlher slalemenls where relevanl Oboul., SORP ieference Achievemenls againsl objectives sel Para 1.41 l A- Peilortnance of lundraising activities against objectives sel Poré 1.41 Investment performance againsl objectives Para 1.41 IA- Other chaiily Ac(ounls lemplales Truslees, annual repoil loi Ihe peiiod October 2016
3 018 Financial Review SORP reference Para 1.21 Review ol the charity's financial posilion al the end of the peiiod Slalemenl explaining Ilie policy loi holding reserves slating why they are held Amc)unl ol ieserves held Pala 1.22 kJ.o Para 1.22 Reasons loi lic>lding 2eio ieseives Para 1.22 AiL41OL Details ol fund maleiially in deficit Para 1.24 Explanation ol any uncerlainlies boul the charity conlinuin9 as 3 going concern Para 1.23 fi6g Additional information (optional) You may choose lo include further slalemenls wheie ielevanl aboul.. SORP reference The charily's piiTrcipél sources 01 lunds (including any lundiaising) Péia 1.47 Inveslmenl policy and objeclives including èny social investment policy adopied A descripiion of the principal risks lècing the chaf ily Para 1.46 Para 1.46 Other Chaiily A(counls lemplates- T(uslee5' annual iepoit for the period O(lober 2016
4018 structure, Governance and Management Description of charity's trusts: SORP iefeience Para 1.25 rype of governing dacumenl Ilru£l dee(I, l-oyal ch4rle'i-) How Is the chaiily consliluled? le.o uiiincorpoialed associalioii, 110) Iiuslee seleclion melhods including details ol any conslilutional piovisions e.g. election lo post or Iiame of any peison or body enlilled lo appoint one or ffloie Iruslees 'fo"fi CJ IKI Para 1.25 Para 1.25 Add itional information (optional) You tnay choose lo include further slalements where felevanl about SORP reference Pai6 1.51 Policies and piocedure£ adopied loi the iiiduclion and Iraifiing ol Iiuslees The chaiily's orgafii5é1ional sliuclufe nd 3ny wider network wilh which the charilv works Relationship with any relaled pailies Para 1.51 P6r8 1.51 Other Charity Accouiils lemplales- Tfuslees, aftnual Fepoil lor il)e peiiod Oclgbe(2016
5018 Reference and Administrative details Charity name Ollier name ilie chaiily uses L I v ÉRkcL 44tJO.-Vi L i rh>Je iJxS S 4 L Registered chaiily number (Iiaiily'5 principal address Li Names of the chafity trustee5 who manage the charitv Olllie lil any) Dates a(ted il not loi Naffle ol pe15on (OF whole yeai body) Èfttitled to appoint Iiustee {il any) Tiuslee name lmGr1 -Tf2oA£tslCIL 10 11 12 13 14 15 16 17 18 19 20 Chority Accounts templalcs- TFuslees' aniiual iepoil lorihe PEriod Oclobei 2016
6018 Reference and Administrative details (cont) Corporate trustees - name5 of the directors at the date the repoit was approved Director name Name of trustees holding title to property belonging to the charity Trustee name Dates acted if not for whole year 161 IA IkJ Charity Ac(ounis lemplales Tiuslees, annual report loi Ihe period Octobei 2016
7018 Funds held as custodian trustees on behalf of others Desciiplion ol 11)e assels lield in Ihis capacily Name and obje(Is ol Ihe charity on whose behalf Ihe assets ale held and how Iliis falls vvilliin Ilie cuslodian chaiily's objects Oelails ol aiiangemenls lor safe custody and segieqalion ol such a55e15 Iiom Ihe Iliaiilv's own 6ssels Additional information (optional) Names and addresses of advisers (Optional information) Type of adviser Name Address Name of chief executive or names of senioi stafl members (Optional information) Exemptions from disclosure Reason loi non-disclosuie ol key personnel details other optional information chaiity A(coutTrls templales Truslee5' annual repofl lor the period Oclob£r 2016
018 Declarations Tlie trustees declare Ihal they liave 8ppioved the Iruslees, ieporl above. Slgned on behalf of the charity's trustees Signature(s) Full name(s) OHhJ AIELtrTT Position (eg Secretary (hair, etc) Date 28 (harily Accounts lefflplales- Tiusiees, annval report lor the period October 2016
Liverpool Reform Synagogue
Income and Expenditure Account
for the year ended
30 September 2021
| £ INCOME Subscriptions & Gift Aid 32,015 Donations Donations 300 Donations for use of Hall - Communal Seder - High Holyday Appeal 813 Bank Interest (gross) - Non Members Funerals - Chanukah Party - Tikkun Olam Day - EXPENDITURE Ministerial and Lay Expenses 21,424 Synagogue Upkeep 11,964 Administration Expenses 795 Levies and Donations 3,195 Exceptional Items - Surplus ( Deficit ) For The Year |
2021 2020 £ £ £ 34,986 2,131 1,675 0 3,051 1 1,500 0 0 33,128 43,344 23,785 9,166 1,986 875 322 37,378 36,134 -4,250 7,210 |
2021 2020 £ £ £ 34,986 2,131 1,675 0 3,051 1 1,500 0 0 33,128 43,344 23,785 9,166 1,986 875 322 37,378 36,134 -4,250 7,210 |
|---|---|---|
| 36,134 | ||
| 7,210 |
Surplus ( Deficit ) For The Year
Page 1
Liverpool Reform Synagogue
Expenditure Schedule
for the year ended
30 September 2021
| £ Ministerial Expenses Rabbinical Fees 19,624 Rabbinical Expenses ( Mileage ) Lay Fees 1,800 Leo Baeck Student Fees Synagogue Upkeep Cleaning and Materials - Lighting and Heating 3,733 Insurance 3,696 Rates and Water 129 Repairs and Renewals 3,168 Building Alarm Maintenance 636 Fire Alarm / Extinguishers Maintenance 601 Heating Boiler Maintenance Administration Expenses Printing,Postage & Stationery - Telephone - Bank Charges 104 Furniture and Marquee Hire - Sundry, Presentations and Books 691 Levies and Donations Movement for Reform Judaism Levy - Merseyside Jewish Representative Council Levy 500 Board of Deputies Voluntary Levy 495 Yiskor 2,200 Exceptional Items Torah Scroll - Tikkun Olam Day - Lulav and Etrog - Youth Club - Total Expenditure |
2021 2020 £ £ £ 17,931 360 4,250 1,244 21,424 23,785 499 3,556 3,979 141 0 636 355 0 11,963 9,166 0 28 133 960 865 795 1,986 400 475 0 0 3,195 875 0 322 0 0 0 322 37,377 36,134 |
2021 2020 £ £ £ 17,931 360 4,250 1,244 21,424 23,785 499 3,556 3,979 141 0 636 355 0 11,963 9,166 0 28 133 960 865 795 1,986 400 475 0 0 3,195 875 0 322 0 0 0 322 37,377 36,134 |
|---|---|---|
| 322 | ||
| 36,134 |
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Independent examiner's report on the accounts
Section A Independent Examiner’s Report
| Report to the trustees/ members of On accounts for the year ended Set out on pages |
Charity Name Liverpool Reform Synagogue |
Charity Name Liverpool Reform Synagogue |
Charity Name Liverpool Reform Synagogue |
|---|---|---|---|
| 2020/21 | Charity no **(if any) ** |
1098181 | |
| 1 and 2 (remember to include the page numbers of additional sheets) |
I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 30 / 09 / 2021 . Responsibilities and As the charity's trustees, you are responsible for the preparation of the basis of report 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 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 I have completed my examination. I confirm that no material matters have examiner's statement come to my attention in connection with the examination which gives me cause to believe that in, any material respect:
-
the accounting records were not kept in accordance with section 130 of the Charities Act; or
-
the accounts did not accord with the accounting records; or
-
the accounts did 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. .
Date: 22 / 06/ 2022
Signed: Name: Richard Freeman Relevant professional BA (Hons) in Economic qualification(s) or body MSc in Economics (if any):
1
Oct 2018
IER
Address: 75 Cuckoo Lane Liverpool L25 3TA
Section B Disclosure
Only complete if the examiner needs to highlight material matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).
Give here brief details of any items that the Not Applicable examiner wishes to disclose .
2
Oct 2018
IER