Trustees, annual report for the period CHARITY COMMISSION FOR ENGLAND AND WALES Peiiod stall dète rJiiDIIFJU Period efid date Iharily No Chaiity fiatne Li 4J £QffJO L_ ' IIUSIDIIEIII lil any) Objectives and Activities SORP reference Summ3iy ol the purposes ol the charily as Sel out in ils goveining document Summaiy ol the main activities in relation lo Ihose purposes lor the public benefit, in pailicular. the aclivilies, projecls or service5 idenlified in the 3ccounlS Slatemefil confirming whether the trustees have had ieoaid lo the guidance issued by the Chaiily Cofflmission on public benelil Additional information (optional) You may choose to include luilhei slalemenls where relevant about. SORP reference Pai3 1.17 Para 1.17 and 1.19 ￿￿(j f Pai6 1.18 Policy on gianl making Péra 1.38 trJl Policy oo social inve£tmenl including progiom ielaled inveslmenl Conlribuliofi made by volunteers Para 1.38 JIA NJ[ Paia 1.38 Other charity Accoun15 lemplales- Tiusiees, anfiual iepoil for the period October 2016 2018 Achievements and Performance SORP reference Para 1.20 Summary ol the main achievefflents ol the charity, idenlilyino the dilference the chaiily's vjoik has made lo the circumstances 01 115 beneficiaries and aRy wider benefits to society as 3 whole. Jv o< ooSt4 1 IktrJ fs tsJcÉL cy-rf £ J D LL)P S fitslL - Additional information (optional) You may choose to in(lude further statements where relevant aboul.. SORP ieference Achievefflenls against objectives set Para 1.41 VIA Perfoifflance of fundraising aclivilies against objectives sel Para 1.41 l& Investment perlortnance against objectives Para 1.41 othef Charity Accounts tefflplales- Tfuslees, annual ieport loi the perlod October 2016 3018 Financial Review SORP reference P818 1.21 Review ol the charity's financi31 posilion al the end ol Ihe pefiod Statement explainifjg the policy lor holding reserves 51aling why they are held Afflounl ol reserves held Paia 1.22 KJ ¢J [)-s-£kJ￿9 Para 1.22 IA Reasons loi holding iero reserves Pai8 1.22 I TKJE TA I Detail& ol fund maleiially in deficit Para 1.24 Explanation ol any uncerlainties bout the charity conlinuiftg os going coflcein Palè 1.23 Jo Additional information (optional) You may choose lo include further statements whefe relevant about.. SORP reference The chaiily's principal sources of funds (including any fundraising) P3ra 1.47 Investment policy and objectives including any social investment policy adopted A description of ihe principal risks lacing the charily Para 1.46 Pala 1.46 Other charity Account5 lemplales-Truslees' aonual repoit for the period October 2016 4 018 Structuie, Governance and Management Description of charity's trusts: SORP reference Péra 1.25 Type ol goveining do(ufflenl {Irusl deed, royal (hailer) How is Ihe charity constiluled? le.g unincoipoialed associ3lion, CIO) TIu51ee selection fflelhods including details of any consti':ulional piovisions e..g. eleclion lo post or name ol any pefson or body entiiled lo appoint one or mole trustees Eq CowJ2fi ficbj Pala 1.25 Palé 1.25 LLLQ I Additional information (optional) You may choose lo include luilher slalements wheie relevant about.. SORP ieference Palé 1.51 Policie5 and procedures adopted for the induction and Iiaining ol IIu51ees The charity's organisalional structure and ény wider nelwoik wilh which the charity works Relationship with any related parlies Para 1.51 Para 1.51 Othei chafily A(counls lemplales- Trustees, bnnual repoit foi Ihe peilod Oilober 2016 5 018 Reference and Administrative details Chérily name Other name Ihe chaiilv uses Regislefed charity number Charity's principal addiess Li g v KJ A Lio6tlf- SYLJ Ll£ Names of the chaFlty tfustees who manage the charity Office {il any) Oalos hcted il ftot lor Name ol person (or whol¢ yeai body) entiiled io appoint tIU5tee (il any) Trustee name IRAL LSKJ 04 hg - 10 11 12 13 14 15 16 17 18 19 20 Chérily Accounts templates- Iiuslees, annual repoil loi the perlod Octobef 2016 6 018 Reference and Administrative details (cont) Corporate trustees - names of the directors at the date the report was approved Director natne Name of trustees holding title to property belonging to the charity Trustee name Dates acted if not for whole yeaT i KJ3okJ J r>+kJ AA_ Chaiily Account5 tetnplale5- Trustees, annual report loi the period Oitobei 2016 7 018 Funds held as custodian trustees on behalf of others DeSCIiPlion ol the assets held in ihis capacity kj I/A Naffle and objects ol the charity on whose behalf the assets are held and how thi5 lal15 within the custodian chaiily's objects Details ol arrangefflenls for sale custody and £egregalion of such assets fioffl the charity s own assels Add itional inf ormation (optional) Names and addresses of advisers (Optional infortnation> Type of adviser Name Address Name of chief executive or names of senior staff members (Optional information) Exemptions from disclosure Rea50n lor non.disclosure of key personnel details other optional information Charlly Accounts lefflplales- Trustees. annual iepoil lor the period Oclobei 2016 8 018 Declarations The Iruslees declare Ihal they have éppfoved the Iiuslees, report above. Signed on behalf of the charity's trustees Signalure(s) Full naffle(s) Lov IWSrJ 1ty114 Position (eg Secretaryi Chair, etc) Date IBI,-II chaiity Accounts tefflplales Irustees, annual report foi the pefiod Oitober 2016 Llverpool Rtsfomi Synagogue Incomo and Expendlture Account for the year ended 31 December 2024 2024 2023 INCOME Subscriptions & Gift Aid Conversion Class Donations for use of Hall Communal Seder High Holyday Appeal Profit from Events & Projeot Non Members Funerals Tikkun 01am Day MaGhzorim 28,497 2,982 2,020 1,159 2,468 277 7,500 877 2,262 28.079 3,585 877 1,678 4,750 126 48,042 39,0gS EXPENDITURE Ministerial and Lay Expenses Synagogue Upkeep Adminislralion Expenses Levies and Donations Exceptional Items 24,681 19,398 103 3,909 1,142 19,604 20,638 352 1,944 2,088 49,233 44,626 Surplus l Deficit } For The Year 1,191 5,531 Page 1 LKvèrptsol Rèform Synagoguè Expendlture Schedule for the year endgd 31 D&¢*mber 2024 2024 2023 Ninislerial Expenses Rabbinical FeÉ8 Lay Fee5 Leo Baeck StLJdent Fees 22,979 150 1,552 16,693 2,550 361 24,681 19.6t14 Synagogue Upkeep Cleanirg and Materials Lighting, Heating & Broadband Ins￿r8￿ce Rates and Water Repairs and Renewals Building Alarm Maintenance Fire Alarm l Extinguishers Maintenan PloaliDg Boiler M8inlenan¢a 3,416 8,347 4,261 287 1,715 774 518 80 3,162 8,631 4.009 242 3,073 82S 19.398 20,638 Adminlstratlon Expenses Printing,Postage & Stationery Bank Charges Cheder, Youth & Social club Sundry, Pres$nlaliong and Books 103 109 243 103 352 Levles and t)onatlons Movement for Reform Judaism Lewy Mèrseysidè Jewiah RepresentalivÈ Council Levy Board of Deputies Voluntary Levy Yiskor 2,914 500 495 449 1,000 495 3,909 1,944 Exceptlonal Items Marquee Bursary Seder Youth Club 1,629 95 1,047 459 1,142 2,088 Total Expendlture 49,233 44,626 Page 2 ## **Independent examiner's report on the accounts** **Section A Independent Examiner’s Report** **Report to the trustees/** Charity Name **members of** Liverpool Reform Synagogue **On accounts for the year** 2024 **Charity no** 1098181 **ended (if any) Set out on pages** 1 to 4 (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 31/12/2024. - **Responsibilities and** As the charity trustees of the Trust, you are responsible for the preparation **basis of report** 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 examiner's statement** I have completed my examination. I confirm that no material matters have come to my attention 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. **Date:** 26/10/2025 **Signed: Name:** Richard Freeman **Relevant professional** BA (Hons) in Economics **qualification(s) or body** MSc in Economics **(if any): Address:** 75 Cuckoo Lane Liverpool **October 2018** 1 **IER** 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). ## **Give here brief details of any items that the examiner wishes to disclose** . Not applicable **October 2018** 2 **IER**