REGISTERED CHARITY NUMBER.. 231853
REPORT OF THE TRUSTEES ANO
UNAUDrrED FIMANCIAL STATEMENTS
FOR THE YEAR ENDED 31 JULY 2025
FOR
OXFORD JEbinsH CONGREGATION
Brons8nS
Chartered C8rtifl8d AcLountanls
Eden House
Two Rivers Busine88 P8rf
Wllney
Oxlordshlro
OX28 4BL

OXFORD JEVVISH CONGREGATION
CONTENTS OF THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 JULY2025
Pag•
R•1vW￿ •nd AdmlnlstratI￿ D•t•ll•
R•1￿1 of th• Tru•t••8
Ind•pondènt Ex•fflIn0￿I Report
Statomont of Flnancl•l Actl¥ltl•s
8•l•ncg Sh••t
Not•• to tho Fln•n¢lal St•tom•nt•
7 10 13
D•ts51￿ 8tat•ffl•nt of FlnanGl•l Activltl••
14 lo 15

OXFORD JEWISH CONGREGATION
REFERENCE AND ADMINISTRATIVE OETAILS
FOR THE YEAR ENDED 31 JULY 202S
REGISTERED CHARfTh NUM8ER
231853
PRINCIPAL AODRESS
21 Richmond Road
Oxford
OX12JL
TRUSTEES
Councll mgmbers
Tho fdkmlng 8erved as Cujncil members and Trustees during the year..
Presld•nt:
Mr M Simon
Trnasur•r:
Ms J Shatz
S•cr•iary:
Prof M Goodman
Councll m•mb•rn:
Dr G Ylumberg
Mr B Freilich
8 N Fr08t- re3Igned 11 February 2025
Ms C Gddstgin
Ms L Gord¢
S Montagu
MrJ. Moths
Ms M Muldal
Ms S Ortn8r- co-oplgd 11 February 2025
Ms Y Parn85
Mr A Samuel
Ms S Sheppard
Ms J Silver
Dr P Toff - co-opleil 11 Februory 2025
All membors ol Council, whother elected or co-opted. are Trusiogs ol Council for the purposa$ of the Chadly
Commlssion. The Treasurer is responsible for the Co￿rdInation of the adminislralion of tha Trust,
correspondencg, maintgnanco of finand81 records, eXp￿dIture payments and monilorfng estimates of
Incorne and expendlture. cash flow and reporting the day-to4ay actlvllles to the Trustee3 and other membw8
oftha Counal.
INDEPENDENT EXAMINER
Bronsens Charteréd Cartifiad Accounlanls
Eden House
Two RNers 8usin8ss Park
Wilney
Oxfordshira
OX28 4BL
INVESTMENT ADVISERS
J. M. Finn&Co
4 C0￿man Street
London
EC2R STA
Page 1

OXFORD JEWISH CIY4GREGATION
REPORT OF THE TRUSTEES
FOR THE YEAR ENDED 31 JULY2025
The Iru*egs present their report with the financial stataments of th8 charily for Ihg year 8nd8d 31 July 2025.
The trustees have adopted th& provisions of Accounting and Reporting by Ch8Filies'. Stslement of
Recomrnended Practice applicable to charities preparing their accounts in accordance wtth the Financial
Reporting Starnlar(l applicable in the UK and Republic of Ireland IFRS 1021 leffective 1 January 20151.
STRUCTURE, GOVERNANCE AND MANAGEMENT
Gov•rnlng document
The charity was fomed under a Deed ol Conslilulion daled 22 June 1978. sllghlly amendod (for pracllcal
reasons) on 19 D￿&M￿r 1993 and 11 December 1994 and thoroughly revised and amended on 25 January
2015, to Carry out the activitlgs described below.
Oryanl8atlonal structure
The Oxford Jewish Congregallon IOJCI Is governed by 8 commltte8 of Truslees, known 89 the Councll,
comprislng members of the OJC (including the honorary officers) elected by the membership and up lo slx
further members co-opted by vole of coL￿ClI. Council members in 2024-2025 are listed on page 1.
Mèmbers of the Congregation pay annual subscrlplSons Bt one of several rales. depending on clrcumstances,
as w8118s any addits'onal donations which they See fil lo make.
The Trustees delegate Snveslm8nt aulhorfty and management lo an Inveslmanl Comrnlttee, the members of
whlch may or may not be Trustees. The Inveslmenl Commltteg rgports rggulgrly lo ¢hg Councll
Rl•k manag•m•nt
The Irusloes carry out regular r8views ol Ihe acb'vlues of the chartly and of the systems In use. This Is for th8
purposo ol plannlng for the future and assessing and managlng any major rfsks likely lo affoct the operation
of the trust. The Trust88s a￿ Satisfied that systems are in place lo miligale exposure lo major Tisks.
08JECTives AND ACTIVITIES
ObJ•ctlv•s and *lmB
The objects ol the charity include the advancem8nl ol the JgwSsh rellgion by thg maint8nanG9 01 Religious
Servlces and Hebrw4 and Religion Classe5', other activities to promote Ihe w8llare of the Jews ol Oxford and
ils surroundings,. and oth8r chadlable purposes, such a8 8 ko8h8r meals seNl¢e lor Jewlsh 81udenls and
educallon about Jewish affalrs am¢)ng the 98neral populalion. 116 rdigious 88ryices (including burlal
8rr8ngemenlsl ar￿ membership ar8 available lo all those ol the Jewish lailh. It nominat8S thr88 of the
directors of the Oxford Synagogue and Jewish Centre Limited IOSJCLI,. th8 Chaimian ol th8 OSJCL
Managemenl C¢Jmmittee 8ttend5 meetings of115 Council by invitation.
The Tru51ees have GonlSnued lo malnlaln Ihgir 85ms and obj8Ctives as oulllned above 8nd descrlt4d In th8
body ol Ihls Annual Rewrt.
En8urlng w• m••touraSms
The Trustees rgview the aims, obj8CtSv8s and activltias each year. Wé l¢>)k al what we have achieved Sn
temis Df the succes8 ol each k8y activity and the benefits we have brought lo ihg Commun￿tY. This rgvjow
also helps us lo ensure our aims, objectives and aclivilies remain focussed on our slated purposes. We have
referred lo the guid8nce contained in the Charity Commission's general guidanc* on publ￿ ben8fil when
reviewing our aims and objectives and in planning our future activrties. In particular the Trustees consider
how pknned activities will contribute lo the airN5 and obieBtive5 we have set.
Signif5cant actlvltlos
Religious s8rvlc8s for sever81 éenomlnalions have contlnu&J lo run through the year. Eduealional servicès for
both adults and children have contlnued, both in person and on-line. Activities lo promote the wellare of the
Jews of Oxford and the wider ar8a have beèn condu¢ted in many diff8r&nl fields. These include hospital
visiting and 8 lunch-time club for okler members. Outreach lo the wider communlty has contlnijad to bè an
ar83 ol str8nglh, not only through the education programme both al schools and for visiting parties ol all ag8s.
but also in Ihg maintenance of the community's deep involvement in Inlerfailh work in the Oxford area.
Page 2

OXFORD JEWISH CONGREGATION
REPORT OF THE TRUSTEES
FOR THE YEAR ENDED 31 JULY 2025
Grantmaklng
The vuslge$ have the di5crekn.on to make grants to OSJCL towards tha running costs of the Oxford
synagogue buildings in which Ihese aclivilies take plgce. The trusi88s also hav9 the discretion lo make
grants lor any other purpose Ihal Ihey feel fils in with the charity'5 o¥eciives.
Volunt•org
Th& trusltes gra¢81ully aCkn￿edge Ihe contribution ol the many vdunleers wilhoul whose effort5 the
Pfogramme of acliviliès would not ￿ possibb.
ACHIEVEMENT AND PERFORMANCE
Charltable aetlvltles
The OJC has had a 5uccesslul year in furthering the alm$ ol the tharlty's obledves through Its dlverse
8¢1ivlb'es. Th8 results for tho year are set out in thè slatgmerti ol lin8ncial aclivitles on the following pag*$.
FINANCIAL REVIEW
Inv85tmgnt pollcy and objectlv•s
The Trustees, inveslment powers #re stated in the Trust Deed. As al 31 July 2025, the ChBrily held
inveslm6nt5 valued at £1,108,30812024'. £1.041.3931.
R•s•rv•8 polley
The irus188s rggulerty r*viaw the company's fin8nctal posllion lo •n8ure that sufficiènt r88erves 8r• hald lo
me81 any lore$èaable liabllltlas and cornmltmenls.
Flnanelal Position
Total Incorning resources lor th8 year 8mounled lo £311,807 12024.. £277,543). Tolal &xpenditure for the
y8¥r was £280.72112024.. £253.0251. Nol 9gln5 on Invaslmenl a8Fots woro E15,00712024.' £52.5501 giving
surplus lor the y¥ar of £46,09312024. £47,[￿0).
SYRUCTURÉ. GOVERNANCE AND MANAGEMENT
GovernSng document
The ch8rily IB LY)nlrolled by [16 9overning document, a deed ol trust 8nd ¢Dn&tllutes an unincorp¢fated chorlty.
prgvad by order of the board ol tnjslees on 2 December 202S and signed on behalf by..
Prcf M Goodman- Tru51ee
Page 3

INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF
OXFORD JEWISH CONGREGATION
Ind•ptrnd•nt examinerfs report to the Irust8•s of Oxford Jowish Congr•gatlon
I report lo the ¢h8rity Iruslees on my examination of the accounts of Oxford Jewish Congregation (the Trust)
for the year 8nd8d 31 July 2025.
RMponiibilities and basis of report
As the ch8rlty trustees of the Trust you are responsible for the preparalicn of the accounts in accordance with
tha r￿uIreMantS of Ihg Charfues Act 2011 Ilhe A¢l'l.
I rèport In r88pect of my 8x8mlnalion of tho Trust's accounts carried out under Section 145 of thè Act and in
carrying OLrt my oxambnallon I have followed 811 applicable Directions given by the Charity Comml88ion ￿r￿er
Section 14515Xbl of the Act.
Indepen￿nt examinerfs statement
Since your charity's gross income exceeded £250,000 your examln¢r must bg a member of a lisle(I bcly. I
can confirm Ihal l am qualified lo undertake Ihe examlnation because l am a member of the Inslllule of
Chartered Accy)unlan¢s in ENJland and Wales, byhich 1$ one of the listed bodi6s.
I have completed my examination. l ¢¢nfirm that no malerlal matters have como lo my attenllon in conn8Ction
wlth the examinatlon giving me cause lo belleve that in any material r8spect',
accounllng records were not kept in respect of the Trust os require(I by Secllon 130 of tho Ad,. or
the accounts do nol accord with tho58 records., OT
Ihe accounls do not comply ￿th the applicable requiremanls ccfjc8ming the form and conlenl of
accounts sel out in th8 Charitias IAccounls and Reports) Regul8llons 2008 other IhBn any requSrem8nl
that the aCc￿nIS glve a Ime and falr view ￿lch Is not a matter con&dered as part of an Indep8ndent
examln8110n.
I h8ve no concerns and have coma acros3 no other m8tt8rs In conn8CtSon wllh tha examlnalion to whlch
ottentlon should b8 drawn In Ihls report In order lo ènable a proper undèr51anding ol th8 accounts lo be
reached.
Philip J 8urton FCA
The Institute of Chartered Accountants In England and W819s
Bronsèns
Chartergd Certlffied Accountants
Eden House
Two Rivers Busln85s Park
Wilney
Oxfordshi
OX28 4BL
2 Decembor 2025
Paga 4

OXFORD JEWISH CONGREGATION
STATEMENT OF FINANCIAL ACTIVITIES
FOR THE YEAR ENDED 31 JULY 2025
31.7.25
Total
fvnds
31.7.24
Tot81
runds
Unrestricted
lund
Restricted
fund
Notes
INCOME AND ENDOWMENTS FROM
Donations and18gaci•s
254.014
15,987
270,001
244,288
Investment Inccffla
17,099
24,707
41,806
33,255
Total
271,113
40,694
311,807
277,543
EXPENDITURE ON
Raisng funds
3.558
4,738
8,240
CharStJble ￿tIVItI•8
Raigious sarV￿a$ and other ¢>)8t6
Grants paid
70,304
117,555
49.019
1,000
119.323
118,555
121.974
121,055
other
30,820
3.729
34.549
31,756
Tot•1
222,235
58,488
280,721
283,025
Net gains on InveBlm8nls
12,616
2,391
15,007
52,550
NET INCOMEIIEXPENOITURE}
61,494
115,4011
46,093
47,088
RECONCILIATION OF FUNDS
Total funds brought l¢Jfw8r(I
461,566
656,883
1,118.249
1,071.181
TOTAL FUNDS CARRIED FORWARD
523,060
641,282
1,164,342
1.118,249
The notes forrn part of these financial statements
Pagg 5

OXFORD JEWISH CONGREGATION
BALANCE SHEET
31 JULY 2025
31.7.25
Total
JTrd$
31.7.24
Total
fvnda
Unre$tri¢led
fijnd
Restricted
nd
Nol¢8
FIXED ASSETS
Tangible 086ets
Investm•nts
10
8,146
478,308
11,187
53Q,000
19.335
1,108.308
25,780
1,041.3S3
486.458
641.187
1,127,643
1,087.173
CURRENT ASSETS
Debtor8
Cash at bank
64,849
45,846
11,1441
1,238
63.705
47.085
53,765
96,049
110.695
110,790
149,814
CReDITORS
ounts falling due ￿thin ono year
13
174.091)
174,0911
198,7381
eT CURRENT ASSEYS
36,604
9$
36,699
51,076
TOTAL ASSETS LESS CURRENT
LIA8iunES
523,080
e41,282
1.164,342
1,118,249
NET AsseTS
523,C¢O
841,2¢2
1,164,342
1,118249
FUNDS
UnrèJtr+¢led ￿ndfy
Re•iiict¢d fiJnd8
14
523,06Q
641.282
4e1,566
656,683
TOTAL FUNDS
1.184,342
1,118,249
The fjnanclal tslalements were •pproved by the Board of TDJit••8 Ind aulhoris•d for h8u• on
2 December 2025 ond wgr? ilgn•d On Its behalf by..
Pwol M Goodman- Truslee
Jsha
Tru6tee
Th• notès form part of these Inanaal Btalements
Page 6

OXFORD JEWISH CONGREGATION
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 JULY 2025
ACCOUNTING POLICIES
8asls of pr•parlng th• flnancial stat•m•nts
The financAal statements of the charity. which is a public benefit entity under FRS 102, have been
prepared in accordance with the Charities SORP IFRS 1021 'Accounllng and Reporting by Charilles..
sta18m￿l ol R8commondad Practice applicabl8 to charib'es preparing th￿r accounts in accordance
with the FinanrAal Reporting Standard applicable in the UK and Republic of Irel8nd IFRS 1021
(effective 1 January 20191,, Fin8ncial Reportbng Standard 102 'The Financial Repoitng Standard
applicablo in Ihe UK and Republlc ol Ireland, 8nd the Charilles Act 2011. Thg finanrAal stalements have
be8n prepared under the historical cost convention. with the exception ol investments which are
Included al market value, as mt>Jified by the rev8lu8th.on of certain 885els.
The charlty has takon advantag8 of th8 following disclosure exemption in preparing these flnancial
8tBlemenls, 85 permitted by FRS 102 The FinanrAal Reporting Standard applicable in the UK and
Republic ol Ir81Bnd':
the requlremenls of *llon 7 Stalemonl of Cash Flows.
In¢om•
All income 18 recognlsed In the Statement of Flnancial Aclivllles once th8 charity h88 entillemenl lo the
funds,11 Ss Pfob8ble that the income will be recelved and the amounl can bg megsurod rellatyy.
Exp•ndltur•
Liabililles are recognised 8$ expendllure as soon 88 there 1$ a legal or conetructive obligation
committlng the charity to that exp8ndltur8, It is probable that a transfer of economic benefit8 wlll be
required In settlement and the amount of the obllgalion can be measured reliably. Exp8ndilure is
accounted for on an accruals basi5 and has been clasSif￿d under he8dln95 that aggfegale all cost
r8Lgted lo thg category. Where ¢OStS Cannot be directly attrlbulgd lo particular headlngs thoy have b88n
alloGaled lo actSvllles on a basls consislenl ¥￿th Ihg use of resources.
Gr8nls offered subject lo condition5 which have not been mel al the year end dalo are noted as a
commrtment but not 8ccru•J as 8xp8nditure.
Allocatlon •nd •pportlonmwrt of co•t•
AII 8xp8ndltur8 Is account8d for on an aCCfU81s basis and has been classified under hgadings that
aggregate all costs relal8d to tha category. Wharo costs cannot be dlrectly attributed lo p8rtl¢ul8r
headings they have been allocated lo aclivilies on a basls consislenl with use of the resourc88.
Yanglbl• fix•d assets
Oeprecialion is provided al the following annual rates in order lo write off esch as881 over its esllmaled
Useful Ilfe.
Flxlures and fillings
20% on cost
T•￿tIon
The charity 18 exempl from t8x on its ch8rttabl8 8Ctivilie8.
Fund accounting
Unreslricled funds can be used in accordance with the charitable objeclwes al the discretion of the
trustees.
Rgsin'cled funds only bg used for partleular restricted purposes wilhSn Ihg objecls of the charity.
Restrictions arise whon SP8CAfi8d by thg donor or wh8n funds are raised for particular resin'cted
purposes.
Further explanation of the nature an(i purpose of each fund is included in the notes to the financial
skt8mants.
Page 7
u)nlinuwJ...

OXFORO JEWISH CONGREGATION
NOTES TO THE FINANCIAL STATEMEKfs - continu•d
FOR THE YEAR ENDEO 31 JULY 2025
ACCOUNTING POLICIES- contlnued
Fix•d ag••t inv•gtm•nts
Quotod fixed 8s881 aquity investments are included in the accounts al Ihpir market value al thè bala
5he8l date. This gives rise to unfealisad gains and lossès which ar8 include on the face of the
Stalernant of Financial Activili8S.
DONATIONS AND LEGACIES
31.7.2b
31.7.24
Donations
Gift aid
Legacies
Subscripllons
Security levy
Burials
Educallon
Hlll End
Kaytana
George Sllver Fund don8don8
Kol Nldr8 App881 donatlons
8oard of Deputs'es donation8
Cemetery upkeep donations
Sundry Income
4.474
41,270
s,￿0
134,473
18.282
17,335
11.858
1,110
3.020
2,885
9.075
7,909
10,000
3,512
8.780
42,488
124.981
14.089
19,857
10,585
2.375
2,210
2,080
8,988
5,102
250
2,523
270,001
244,288
Donation$ madg undgr the headlngs G90rgg Sllvgr Fund. Kol Nldre Appeal and Board Of D8puli8s arn
made by individual members of the Oxford Jewish Congregations and are passed on in full lo the
lev8nl chartl8ble ofganisalion. These payments are part of the tot81 lor rdlglous eXpend￿ure shwn
In Note 5.
INVESTMENT INCOME
31.7.25
31.7.24
Income from inv8Stm8nl portfolios
Deposit account inleresl
40,904
902
32,680
595
41,808
33.255
Page8
conlinu8d.-.

OXFORD JEWISH CONGREGATION
MOTES TO TPIE FINANCIAL STATEMENTS- ¢ontlnu8d
FOR THE YEAR ENDED 31 JULY 2025
RAISING FUNDS
Inv•stment managgment costs
31.7.25
31,7.24
Portfol50 m8n8gemenl
8,294
8,240
CHARITABLE ACTIVITIES COSTS
Grant
funding of
activities
(see note
Dlre¢l
Costs
61
Totals
Religious servlce8 and othor costs
Grants pald
119.323
119.323
118,555
118.555
119.323
118,555
237.878
GRANTS PAYABLE
31.7.25
31.7.24
Grants pald
118,555
121.055
The totol grants pold lo inslllullons durlng the year was as foll¢XS'
31,7.25
31.7.24
Gronts to Oxford Synagoaue & Jowlsh Centre Limited
117,55S
117,555
The amounl shobvn 88 pald to the Oxford Synagogue ofKI Jewish Centre LlmS1od 1$ Ihg samo 88 that
rec8iv8d by th81 ch8rity in the perioa.
The lotsl grants pald lo IndSvlduals durfng tho year was as fdlows..
31.7.25
31.7.24
Educelion grants from the HH P03ner Fund
1,000
3,gJO
SUPPORT COSTS
Governanc8
Costs
Other resources eX￿ded
30,290
Paga g
onlinuod...

OXFORD JEWISH CONGREGAnoN
NOTES TO THE FINANCIAL STATEMENTS - ¢ontlnu•d
FOR THE YEAR ENDED 31 JULY 2025
SUPPORT COSTS- coDtlnu8d
Support costs, included in the above, are 88 fc41ow5."
OTHER
31.7.25
31.7.24
Oxford Menorah and OJC News
Liberal Jud8ism
Mag)rti Jud81sm
Supp¢* costs
2.277
1.921
500
1,250
28.085
1,482
30,290
34,549
31.7S6
TRUSTEES. REMUNERATION AND BENEFITS
There were no Iru818es' remunorauon or other bgngflis for Ihg year onded 31 July 2025 ncy lor the year
ended 31 July 2024.
Tru•t•o•' expon•
Thera ware no Iruslees, expen8e8 paid for the year ended 31 July 2025 nor lor the year ended
31 July 2024.
10. TANGIBLE FIXEO ASSETS
FIxtu￿$
and
fittlng8
COST
At l Augu812024 and 31 Juty 2025
32,225
DEPRECIATION
Al 1 August 2024
Chaffde Icf year
6.445
6.445
At 31 July 2025
12,890
NET BOOK VALUE
At 31 July 2025
19,335
At 31 Juty 2024
25,780
Page 10
conlinuwl...

OXFORD JEWISH CONGREGATION
NOTES TO THE FINANCIAL STATEmE￿5- continu•d
FOR THE YEAR ENDED 31 JULY 2025
11. FIXED ASSET INVESTMENTS
Llsted
Snv8stm8nts
MARKET VALUE
Al 1 August 2024
Addilions
Olspos818
Revaluall￿$
1,041,393
335,400
{271,2651
2,780
Al 31 July 2025
1,108,308
NET BOOK VALUE
At 31 July 2025
1,108.308
At 31 Juty 2024
1,041,393
Ther8 Were no inve*menl assets ou181de the UK.
Th8 fixad assgt Inveslmonls are realisable on a sh¢)rt Itrm basis and can be sold lo provide funds for
charllable purposes as requlred.
12. DE3TORS: AMOUNTS FALLING DUE IMTHIN ONE YEAR
31.7.25
31.7.24
Other doblor8
Incomg lax recoverable
22.827
40,878
15,383
38,382
63,705
53,765
13. CREDITORS: AMouKfs FALLING DUE WITHIN ONE YEAR
31.7.25
31.7.24
other cf8dilors
Ac(xued expen$o5
63,237
10,854
,218
8,520
74.091
98.738
Olher c*edilors represent amounts ¢Jvgd Intgmally bgtsveen the General and HH Posner Fund8.
14. MOVEMENT IN FUNDS
Net
movement
In funds
Al
31.7.25
At 1.8.24
UnreBtrlctod fund5
General fund
461,586
81,494
523,oeii
Restrlct•d funds
HH Posner Fund
656,683
{15.4011
641.282
TOTAL FUNDS
1,118,249
46,093
1,164,342
Page11
conlinuej...

OXFORD JEWISH CONGREGATION
NOTES TO THE FINANCIAL STATEMENTS . contlnu•d
FOR THE YEAR ENDED 31 JULY 2025
1& MOVEMENT IN FUNDS . contlnu•d
Net movement In funds, indud&Y in the above are as follows..
Incoming
resources
Resources
exp8nd•
G8Sns and Movement
losses
in funds
Unr08tr1clfjd fvnds
Gen8ral fund
271,113
{222,235)
12,616
81.494
Restricted funds
HH Posner Fund
40,694
158,4861
2,391
115.4011
TOTAL FUNDS
311,807
1280,7211
15.007
46.093
Comparatlv•• for mov•ment In fund•
Nel
movamenl
in funds
Al
31.7.24
Al 1.8.23
unr•0trkt￿ lund8
G8ner81 fund
415.620
45,948
481.560
ReBtrici•d fund•
HH Posner Fund
8S5,561
1,122
656,683
TOTAL FUNDS
1,071,181
47,088
1,118,249
Comparalfve nel movomenl In funds, Indud8d In the above arn as fdlthvs..
Incoming
resources
Resources
expended
Galn3 and Movem8nt
k)sses
In tund8
UnreBtrlct•d fund•
General fund
241,836
1220,0861
24,196
45,948
R•strlctod fund•
HH Posner Fund
35,707
{82.9391
28,354
1,122
TOTAL FUNDS
277,543
1283,0251
52,550
47,068
Page12
conlinufrd...

OXFORD JEWISH CONGREGATION
NOTES TO THE FINANCIAL STATEMENTS. continued
FOR THE YEAR ENDED 31 JULY 2025
14 MOVEMENT IN FUNOS. COn￿nU•d
A current year 12 months aNI pri¢v y8ar 12 months combined posit￿ is as fdlows..
Not
movement
in funds
At
31.7.25
A11.823
Unr•8trletod funds
General fund
415,620
107,440
523,060
Ro8trlct•d fund•
HH Posn8r Fund
655,561
114.2791
641.282
TOTAL FUNDS
1,071,181
93,161
1.164,342
A current yaar 12 months 8rK1 prbor year 12 month5 Combin￿ nel movamant in (unds, InGludgd In the
above ar8 as follows..
Incomlng Reswrces
re80urces
expendad
Galns and Movement
1ts5ses
in funds
VnreBtrlct•d funds
General fijnd
512,949
1442,321)
36,812
107,440
R•8trlct•d fundB
HH Posner Fund
7e,401
{121,4251
30,745
{14.2791
TOTAL FUNDS
589,350
1563.7461
67,557
93,161
15. RELATED PARTY DISCLOSURES
There We￿ no related party transactions for Ihg yeor ended 31 July 2025.
10. THE HH POSNER FUND
Following the death of Henry Hyrnan P05ner in 2007, the charity rece￿ed a legacy In th8 fomi of a
commerckgl Invastmenl propety in Oyford. In October 2014 the property asset was sold for £664,188,
r881ising a gain of £314.188 over the v81uo attributed lo the original Posner bequest. After settling
legal lees relating to the sale, the Trusl88s invested the baI8nce ol the proceeds in a separate portfollo
of Snve51menls managed by JM Finn & Co. Thls assgt and income arisin9 from it foms the basis ol
the Fund which is a reslricled fund whose income is to be used for educational purposes wilhbn th
Oxford Jgwish community. Timlng isguts mean that not all income from the restricted caprtal m8y
expended ¥￿thIn the perlod11 is recelved.
In the year ended 31 July 2025 invastmgnt income of £24,707 12024.. £21,380) was received.
Investment m8nagemenl costs were £4.73812024'. £4.9031.
Net charilablo expendilufe was £34.032 12024.. £37,234>. This was made up of a Hlll End camp
surplus 01 £1,110 12024.. costs of £1,822), child education costs of £29,8￿ 12024.. £25,614), adult
6dueslion costs of £1,794 12024.. £7411. a Kaytana surplus of £442 12024.. cos15 01 £757), Mosaic
Costs of£3,00012024.. £4,800) and grants to individuals Bnd gioups 01 £1.00012024'. £3,500).
Al 31 July 2025 th8 value of the HH P05ner Fund stood al £643,54012024 £656,683).
Page 13

OXFORD JETMSH CONGREGATION
DETAILEO STATEMENT OF FINANCIAL ACTIVITIES
FOR THE YEAR ENDED 31 JULY 2025
31.7.25
31.7.24
INCOME AND ENDOWMENTS
Donatlon• and 1*g￿l
Donations
Gift aid
Legade5
Subscrfpllons
Security levy
Burials
EducalSon
Hill End
Kaytana
Gelyge &'lveT Fund donations
Kol Nidre Appeal donations
Boafd ol D8pulie8 donallon8
Cemetery upkeep donauons
Sundry income
4,474
41,270
5,000
134,473
18.282
17.335
11.856
1.110
3.020
2,685
9,075
8,780
42,488
124,981
14,089
19,857
10,505
2,375
2,210
2,080
8,988
5.102
250
2.523
10.000
3,512
270,001
244,288
Invejtmont In¢om•
Income from Invaslmwl p(xtk)Ilos
Deposit accojnl int8ro$l
40,904
902
32.660
595
41.808
33,25S
Totsl In¢omlng r•K*urces
311,807
277,543
EXPENDITURE
In¥Mtm•nt manaoeffl•nt co•t•
Portfollo m8n8gem8nl
8,294
8.240
Charltable actlvltl•#
R8llgK)u8 88rvkes
Burlals
Childrons, ¢ducallon
Community affolrs
Kiddu8h
P18yshul
Adult education
Hlll End expen8e8
Kaytana
George Silver Fund payments
Kol Nidre Appeal payments
Board of D6puli63 payment5
Cemglery upkeep c081s
Mosai
Vestments
Grants to Oxford Synagogue 8nd Jewish
Centre Limi18d
Carried foM8rd
12,357
13,903
38,579
24,378
12,984
20,151
33,391
14,126
80
2,790
741
4.197
2.967
2,080
8.872
7,815
4,900
4,800
2.100
3,067
1,794
2.579
10.942
4,449
4,275
3.000
117.555
236,878
117,555
239,529
This p8y does not form part of the stslulory financial stat8m8nts
Pa99 14

OXFORD JEWISH CONGREGATION
DETAILED STATEMENT OF FINANCIAL ACTIVITIES
FOR THE YEAR ENDED 31 JULY 2025
31.7.25
31.7.24
Charttabl• activltl
Brought forward
Grants to individuals
236.878
1,0
239,529
3,￿0
237.878
243.029
Other
Oxford Menorah and OJC N￿S
Libèral Jud8ism
M8Wrti Judaism
2,277
500
1,482
1.921
500
1.250
4,259
3.871
Support c¢•ts
Gov•rn*nc• co8t•
Accountancy
Security costs
Office administrollon
Other expenses
Depreci8tion of flxtures and flttlngs
4,500
13.340
3.543
2,462
6,445
4,000
10,340
5,994
1,308
0,445
30,290
28,085
Total resources expendad
280,721
283,025
Net Incom•ll•xp•ndltur•l b•for• g•ln•
and IoBs•s
31,088
15,4821
R•alls•d r•wnl••d galns and1088
Unr8alis•d gainsllloss8sI on fix8d assèl
Inv8slmenls
Re81Ised g81ns1110&sesl on dlsposBI of fixed
as8el Inv8stmenls
S.031
52,034
9,976
516
incom•
46,093
47,068
This pago doas not fom) part of the statutory financial stalemenls
Page15