Trustees, annual report for the period CHARITY COMMISSION FOR ENGLAND AND WALES Period stari date Period end date charity llatne charity No {if any) Objectives and Activities SORP reference Summary ol Ihe purposes ol the charity as sel out in ils governin document Summafy ol the tnain aclivilies in relation lo Ihose purposes lor the public benelil, In p311icul81, Ihe aclivilies, projects Dr services identified in the accounts. Slalemenl conliitnino whether ihe Iru51ees have hèd regard lo the guidance issued by Ihe Ch81ily Commission on public benefit Para 1.17 'Tre CJk- Pala 1.17 and 1.19 csTrr , c Para 1.18 FiQM= Additional information (optional) You may choose lo include further £lalemenlg wheie ielevanl about.. SORP (eference Policy on giant making Pala 1.38 Policy on soci31 invesltnenl including piogiam ieléled investment Para 1.38 Contribution made by volunteers Para 1.38 Other Chèrity A((ounls lemplales-Tiuslee5' annual report loi tlie period Oclobei 2016
2018 Achievetnents. and Performance SORP reference Summary ol the main achievemenls ol the charity, idenlilying the dillerence the ch81ily's work l)as made lo Ihe ciic.ufflslanie5 01115 beneliciaiies and any wider benefits lo society a5 a whole. Para 1.20 ro ij I Ils g'.£{ hL-ff (J( L ' cLr4 --£sL C42cJFL To (1<4-¥4< y6J4£ S . Additional information (optional) You tnay choose to ioclude lurlhei 51alemenls where relevonl about.. SORP reference Achievemenls agains1 objectives sel Para 1.41 Peiloimance of lundiaising activities against objectives ser Paia 1,41 Investment peifofmance ag3insl objeclives Para 1.41 other .Chailty Acioun15 tetw.la!es--Trusle¢s'. aanual iepoi! lor.the period Oclc&er"2D16
3018 Financial Review SORP reference Para 1.21 Review ol (he charity'5 finaficial posilion al the end ol the period 51alemenl explaining Ilie poliiy loi holding reserves staling why they re held Amounl ol reserves held ri Para 1.22 Paid 1.22 Reasons Iof l)olding iero reserves Para 1.22 AIL41kY¢* h-LtstL(kn Delai15 01 fund materially in deficit Para 121 ExplaRalion ol any unceilainlies about the chaiily cor)linuirsg as a going coocefn Pafa 1,23 Additional information (optional) YoLt may choose lo include lurihei statements wheie ielevanl aboul.. SORP reference Paia 1.47 The charily's principal sources ol funds (including any lundiaising) Investment poliiy and objectives includinq any social investfnenl policy adopled A description ol rhe piincipal risks lacing the ch81ilV Paia 1.46 para 1.46 Oth .Chafily Accounls.lefflplales-'TfUStees' annual rep(ii.I,Ipr.Ihe perlud .Oclober 2016
4018 structure, Governance and Management Des(rlption of charity's trusts: SORP refeienie Para 1.25 Type ol goveining documenl (trust deed. royal ch3rler) How is Ihe chaiily con51iluled? le.g uniiicorporaled associ6lion, cio) Tiuslee. geleclion Ineihods including delails ol any conslilulional piovisions e,g. election lo posl or Iiame ol any peison or body enlilled lo appoinl one 01 more Iruslees Para 1.25 Paia 1.25 Additional inforfnation (optional) You Inay choose lo include further slalemen15 wheie relevant about.. SORP reference Pai3 1.51 Policie5 and procedures adopted lor Ihe induction 3nd Iiaininq ol Iruslee5 The chaiily's organi56tic>nal sliuclure nd any widef nelwork wilh which Ilie chaiity woiks Relationship with any relaled parlies Para 1.51 Para .1.51 Olhei (haiily {Dun1$ lefflploles Truslees, 3nDual re,11 lof the peiiDd-. .Ociober-2016
5 01¥ Reference and Administrative details Charity name oihei name Ihe charity uses Regisleied chaiily number Cliaiily's principal address Names of the charity trustees who manage the charity Oll1& (11 any) Dales acted11 nol foi Name ol person lor whole year body) efttitled to appoinl Iiustee lil any) Tiuslee name k.G l.frf LGJ ièJ
KJiJLLL 10 11 12 13 14 15 16 17 18 19 20 Cha(ItyhccDynls leaLeS-TlUSleeS'. aniiual iepoil f(i'i Ihe.perlod -Oclobei 2016
6018 Reference and Administrative details Corporate trustees names of the diiectors ot the date the feport was approved Oiiector name (cont) Name ot trustees holding title to property belonging to tlie charity Trustee name Dates acted if not for whole year Ige chèflly A(couols letnplales-Tiuslees'.apnu31 iepoil ioi ihe peilod ,Octil)er 2016
7018 Funds held as custodian trustees. on behalf of .others Descripiion ol Ihe assels held in Ihis capacily Name and objects ol the cliarilv on wliose behalf the assels ale held and how Iliis falls wilhin Ilie cuslodian chaiily's objects Delails ol arianqemenls lor sale cuslody and segregalion ol such assels Iiom Ihe IF111Y.s Own 35setS Additional infof mation (optional) Names and addfesses of adviser5 (Optional information) Type of advlser Name Address Name of chief executive or names of senior staff member5 (Optional information) Exemptions fiom disclosure Reason loi non-disclosuie ol key peisonne1 details other optional information Chalily Accounts templales-Tiustee5'.anftu41 repoii lor !he.pefiod .Ocloi)er 2016
8018 Declarations The Iruslees declare Ihal they hhve approved Ihe Iiuslees, report above. Signed on behalf of the charity's Irustees 5ignature(s) Full name(s) Tok4a 40rI Position (eg Secretary, Chair, etc) HAieF(AwJ Date (haiity Accounls lemplales Iruslees, anftual ieporl foi the perlod Octobei 2016
Liverpool Reform Synagogue
Income and Expenditure Account
for the year ended
31 December 2022
| £ INCOME Subscriptions & Gift Aid 50,189 Donations Grant 680 Donations for use of Hall 2,515 Communal Seder 533 High Holyday Appeal 2,094 Bank Interest (gross) - Non Members Funerals 6,000 Tikkun Olam Day 240 Transfer of Funds from Social Com 574 EXPENDITURE Ministerial and Lay Expenses 30,988 Synagogue Upkeep 16,766 Administration Expenses 1,935 Levies and Donations 2,994 Exceptional Items - Surplus ( Deficit ) For The Year |
2022 £ £ 32,015 300 - - 813 - - - 62,825 21,424 11,964 795 3,195 - 52,683 10,142 |
2021 £ |
|---|---|---|
| 33,128 | ||
| 37,378 | ||
| -4,250 |
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Liverpool Reform Synagogue
Expenditure Schedule
for the year ended
31 December 2022
| £ Ministerial Expenses Rabbinical Fees 26,814 Lay Fees 2,850 Leo Baeck Student Fees 1,324 Synagogue Upkeep Cleaning and Materials 2,964 Lighting and Heating 6,068 Insurance 3,952 Rates and Water 385 Repairs and Renewals 2,092 Building Alarm Maintenance 838 Fire Alarm / Extinguishers Maintenance 402 Heating Boiler Maintenance 65 Administration Expenses Printing,Postage & Stationery 81 Telephone - Bank Charges 130 Cheder, Youth & Social club 1,068 Sundry, Presentations and Books 656 Levies and Donations Movement for Reform Judaism Levy 2,099 Merseyside Jewish Representative Council Levy - Board of Deputies Voluntary Levy 495 Yiskor 400 Exceptional Items Torah Scroll - Tikkun Olam Day - Lulav and Etrog - Youth Club - Total Expenditure Page 2 |
2022 £ £ 19,624 1,800 30,988 - 3,733 3,696 129 3,168 636 601 16,766 - - 104 - 691 1,935 - 500 495 2,200 2,994 - - - - - 52,683 |
2021 £ |
|---|---|---|
| 21,424 | ||
| 11,963 | ||
| 795 | ||
| 3,195 | ||
| 0 | ||
| 37,377 | ||
Independent examiner's report on the accounts
Section A Independent Examiner’s Report
Report to the Charity Name trustees/ members Liverpool Reform Synagogue of 2021/22 Charity 1098181 On accounts for the no (if year ended any) Set out on pages 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 31 / 12 / 2022 .
Responsibilities and As the charity trustees of the Trust, you are responsible for the basis of report 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 2011 Act and in carrying out my examination, I have followed 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 examiner's matters have come to my attention (other than that disclosed statement below *) in connection with the examination which gives me cause to believe that in, any material respect:
-
accounting records were not kept in accordance with section 130 of the Act or
-
the accounts do not accord with the accounting records
I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached.
- Please delete the words in the brackets if they do not apply.
Date: 25 / 7 / 2023
Signed: Name: Richard Freeman
1
IER
October 2018
Relevant BA (Hons) in Economic professional MSc in Economics qualification(s) or body (if any):
Address: 75 Cuckoo Lane Liverpool L25 3TA
Section B Disclosure
Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).
2
IER
October 2018
Give here brief details of any items that the examiner wishes to disclose .
Not applicable
3
IER
October 2018