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
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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
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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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Page 1
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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**