Trustees’ Annual Report for the period
From: 1/1/20 Period start date To: 31/12/20 Period end date
Charity name: Great Meeting (Endowment Fund) Charity
Charity registration number: 1046150
Objectives and Activities
| SORP reference |
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|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | The object of the Charity is the advancement of religion in accordance with the usages and practices of Unitarian and Free Christian Churches and to further other charitable purposes that the Trustees may from time to time determine. With freedom, reason and tolerance as our guiding principles, Leicester Unitarians share an enquiring outlook into non- dogmatic, liberal religion and seek to affirm an open-ended faith in life, in humanity and in God.Further information is available on our website: www.leicesterunitarians.co.uk |
| Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. |
Para 1.17 and 1.19 |
The Great Meeting Chapel maintains a 300+ year old uninterrupted tradition of worship on Sundays with services, open to all, led nowadays by a minister trained in Unitarian theology. These services take place in a Grade II listed building of significant heritage importance. The minister provides pastoral support to the congregation and liaises with other congregations in the East Midlands and with national organisations involved in Unitarian activity. The elected trustees manage the chapel and organize activities for the congregation. Our carefully maintained meeting rooms and garden are a valuable resource for groups wishing to hire them. In the chapel we offer the facility for weddings (including for same sex couples), naming ceremonies and funerals. Our next door ‘old school building’, properly named Charles Berry House, is rented to the NHS for use as a Health Centre for the homeless, for asylum seekers and for those with alcohol or drug dependency. The Trustees are responsible for preparing the Trustees' Report and the financial statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice). The law applicable to charities in England and Wales is the Charities Act 2011, Charity (Accounts and Reports) Regulations 2008 and the provisions of the Charity's Constitution require the Trustees to prepare financial statements for each financial year |
| which give a true and fair view of the state of affairs of the charity and of the incoming resources and application of resources of the Charity for that period. In preparing these financial statements, the Trustees are required to: • select suitable accounting policies and then apply them consistently; • observe the methods and principles in the Charities SORP; • make judgements and estimates that are reasonable and prudent; • state whether applicable accounting standards and statements of recommended practice have been followed, subject to any departures disclosed and explained in the financial statements; and • prepare the financial statements on a going concern basis unless it is inappropriate to presume that the Charity will continue in operation. The Trustees are responsible for keeping proper accounting records which disclose with reasonable accuracy at any time the financial position of the Charity and enable them to ensure that the financial statements comply with the Charities Act 2011, the Charity (Accounts and Reports) Regulations 2008 and the provision of the Charity's Constitution. They are also responsible for safeguarding the assets of the Charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.. |
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|---|---|---|
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | The Trustees have had regard to the Guidance issued by the Charity Commission on public benefit |
Achievements and Performance
| SORP reference |
||
|---|---|---|
| Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. |
Para 1.20 | 2020 was a challenging year due to the onset of Covid. The Chapel had to suffer closure and the hiring of rooms was temporarily suspended. However, some forward-thinking members of the congregation quickly organised a zoom facility for Sunday services, with music, which proved very popular with our own congregation as well as from further afield. A Just Giving online facility was established which helped to maintain regular donations. The minister’s homilies were published and distributed in paper format initially and then published online. Services resumed in Chapel as soon as it was possible, with a strict Covid protocol, but the popular Harvest Festival, Remembrance Sunday Service and Carol Service were cancelled. A Covid secure protocol was devised for the hiring of rooms and several groups came to us who could not find space in their usual venues. These included 2 groups serving the refugee community and one group for those with mental health problems. The use of the garden proved invaluable at this difficult time. With regard to the restoration project, Covid meant that our application to National Heritage Lottery was declared null and void, necessitating a rethink. The rest of the year was spent planning for a split project with the urgent roof cover to be adopted as a first step. Planning applications, detailed architect’s drawings and funding were sought and obtained with a view to commencement of Phase 1 works in 2021. The administration of our next door asset of Charles Berry House was addressed by a careful change of agent. Our lettings secretary resigned and after advertising and interviewing we re-appointed to a 6 hour per week post. The new employee was successfully inducted to the post. |
Financial Review
| Review of the charity’s financial position at the end of the period |
Para 1.21 | At the AGM on 29/8/21 account sheets were circulated and the Treasurer gave an explanation of the figures for 2020. Lettings and collections were understandably down due to Covid; rental of Charles Berry House was up after renegotiation and back payment. Gift Aid for 2020 was reduced due to the catch-up of 2019. Minister’s stipend was lower in 2020 than 2019. The pandemic caused generally less expenditure resulting in a net picture of break- even with a small deficit. The historic loan from East Midlands Unitarians is written off at 5K p.a. and should be completed in 2/3 years’time. |
|---|---|---|
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | We have no reserves at this time |
|---|---|---|
| Amount of reserves held | Para 1.22 | |
| Reasons for holding zero reserves |
Para 1.22 | Expenditure demands remain consistently high. The trustees are aware of the reserves position and aim to correct when possible. |
| Details of fund materially in deficit |
Para 1.24 | NA |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | No uncertainties: the finances are stable and viable. |
Structure, Governance and Management
| Description of charity’s trusts: | ||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Trust deed |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | Unincorporated endowment trust |
| Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees |
Para 1.25 | Trustees are elected by the congregation with a 3 year term |
| Additional information (optional) You may choose to include further statements where relevant about: |
Additional information (optional) You may choose to include further statements where relevant about: |
Additional information (optional) You may choose to include further statements where relevant about: |
|---|---|---|
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | The Management Trustees are as listed. The Custodian Trustees are East Midlands Unitarians. |
Reference and Administrative details
| Charity name | Great Meeting (Endowment Fund) Charity |
|---|---|
| Other name the charity uses | Great Meeting Unitarian Chapel Leicester; Leicester Unitarians |
| Registered charity number | 1046150 |
| Charity’s principal address | 45 East Bond Street Leicester LE2 3JD |
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 |
Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee (if any) |
|---|---|---|---|---|
| David Wykes | President | The congregation of Great MeetingChapel |
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| Michael Drucquer | Chairman | Ditto and for all below | ||
| RayHarding | Treasurer | |||
| Elizabeth Clapp | ||||
| Simon Hall | ||||
| David Kent | ||||
| Stephen Miles | ||||
| Diane Romano- Woodward |
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| Sir Peter Soulsby |
Exemptions from disclosure
Reason for non-disclosure of key personnel details
NA
Other optional information
Safeguarding policies are in place. Data protection policies are in place. Criminal records checks and identity checks are conducted for new employees. All accidents are recorded and reviewed. None of the trustees receive remuneration for their work for the charity. The charity participates in the quarterly meetings of East Midlands Unitarians. ‘Vestry’ management meetings are held bi-monthly, which are quorate if five trustees attend. There is an Annual General Meeting to which all members of the congregation are invited.
Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
| Signature(s) Full name(s) Position (eg Secretary, Chair, etc) Date |
Michael H Drucquer | Approved at Trustees meeting 3/10/21 |
|---|---|---|
| Michael H Drucquer | ||
Chair |
||
| 4/10/2021 | ||
| 4/10/2021 |
| Great Meeting Unitarian Chapel | Great Meeting Unitarian Chapel | CharityNo | 1046150 | 1046150 | |
|---|---|---|---|---|---|
| CompanyNo | |||||
| Annual accounts for the period | |||||
| Period start date | 01/01/2020 | To | Period end date | 31/12/2020 |
Section A Statement of financial activities (including summary income and expenditure account)
| Guidance Note S01 S02 S03 S04 S05 S06 S07 Expenditure (Notes 6) Expenditure on: S08 S09 S10 S11 S12 S13 Tax payable S14 S15 Net gains/(losses) on investments S16 S17 Extraordinary items S18 S19 S20 Other gains/(losses) S21 S22 Reconciliation of funds: S23 S24 Total Recommended categories by activity Donations and legacies Gains and losses on revaluation of fixed assets for the charity’s own use Charitable activities Separate material expense item Total funds brought forward Net movement in funds Other recognised gains/(losses): Net income/(expenditure) before tax for the reporting period Income (Note 3) Income and endowments from: Investments Total funds carried forward Total Net income/(expenditure) after tax before investment gains/(losses) Net income/(expenditure) Transfers between funds Other trading activities Charitable activities Raising funds Separate material item of income Other Other |
Unrestricted funds Restricted income funds Endowment funds Total funds Prior year funds £ £ £ £ £ F01 F02 F03 F04 F05 |
Unrestricted funds Restricted income funds Endowment funds Total funds Prior year funds £ £ £ £ £ F01 F02 F03 F04 F05 |
Unrestricted funds Restricted income funds Endowment funds Total funds Prior year funds £ £ £ £ £ F01 F02 F03 F04 F05 |
Unrestricted funds Restricted income funds Endowment funds Total funds Prior year funds £ £ £ £ £ F01 F02 F03 F04 F05 |
Unrestricted funds Restricted income funds Endowment funds Total funds Prior year funds £ £ £ £ £ F01 F02 F03 F04 F05 |
|---|---|---|---|---|---|
| - | - | - | - | - | |
| 14,048 | 33,137 | - | 47,185 | 27,024 | |
| 70,282 | - | - | 70,282 | 55,362 | |
| 497 | - | - | 497 | 693 | |
| - | - | - | - | - | |
| - | - | - | - | - | |
| 84,827 | 33,137 | - | 117,964 | 83,079 | |
| - | - | - | - | - | |
| 84,297 | 8,928 | - | 93,225 | 86,488 | |
| - | - | - | - | - | |
| 84,297 | 8,928 | - | 93,225 | 86,488 | |
| 530 | 24,209 | - | 24,739 | 3,409 - |
|
| - | - | - | - | - | |
| 530 | 24,209 | - | 24,739 | 3,409 - |
|
| - | - | - | - | - | |
| 530 | 24,209 | - | 24,739 | 3,409 - |
|
| - | - | - | - | ||
| - | - | - | - | - | |
| - | - | - | - | - | |
| 5,000 | - | - | 5,000 | 5,000 | |
| 5,530 | 24,209 | - | 29,739 | 1,591 | |
| 26,923 - |
9,013 | - | 17,910 - |
19,501 - |
|
| 21,393 - |
33,222 | - | 11,829 | 17,910 - |
| Great Meeting Unitarian Chapel | Great Meeting Unitarian Chapel | Great Meeting Unitarian Chapel | Charity No Company No |
1046150 | ||
|---|---|---|---|---|---|---|
| Section B Balance sheet | ||||||
| Guidance Note Fixed assets Intangible assets (Note 15) B01 Tangible assets (Note 14) B02 Heritage assets (Note 16) B03 Investments (Note 17) B04 Total fixed assets B05 Current assets Stocks (Note 18) B06 Debtors (Note 19) B07 Investments (Note 17.4) B08 Cash at bank and in hand (Note 24) B09 Total current assets B10 Creditors: amounts falling due within one year (Note 20) B11 Net current assets/(liabilities) B12 Total assets less current liabilities B13 Creditors: amounts falling due after one year (Note 20) B14 Provisions for liabilities B15 Total net assets or liabilities B16 Funds of the Charity Endowment funds (Note 27) B17 Restricted income funds (Note 27) B18 Unrestricted funds B19 Revaluation reserve B20 Fair value reserve B21 Total funds B22 |
Unrestricted funds £ F01 |
Restricted income funds £ F02 |
Endowment funds £ F03 |
Total this year £ F04 |
Total last year £ F05 |
|
| - | - | - | - | - | ||
| - | - | - | - | - | ||
| - | - | - | - | - | ||
| - | - | - | - | - | ||
| - | - | - | - | - | ||
| - | - | - | - | - | ||
| - | - | - | - | - | ||
| - | - | - | - | - | ||
| - | 31,419 | - | 31,419 | 10,089 | ||
| - | 31,419 | - | 31,419 | 10,089 | ||
| 2,090 | - | - | 2,090 | 5,499 | ||
| - 2,090 | 31,419 | - | 29,329 | 4,590 | ||
| - 2,090 | 31,419 | - | 29,329 | 4,590 | ||
| 17,500 | - | - | 17,500 | 22,500 | ||
| - | - | - | - | - | ||
| - 19,590 | 31,419 | - | 11,829 | 17,910 - |
||
| - | - | - | ||||
| 33,222 | - | 33,222 | 9,013 | |||
| -21,393 | - 21,393 | 26,923 - |
||||
| - | ||||||
| - 21,393 | 33,222 | - | 11,829 | 17,910 - |
The company was entitled to exemption from audit under s477 of the Companies Act 2006 relating to small companies.
The members have not required the company to obtain an audit in accordance with section 476 of the Companies Act 2006.
The directors acknowledge their responsibilities for complying with the requirements of the Companies Act with respect to accounting records and the preparation of accounts.
These accounts have been prepared in accordance with the provisions applicable to small companies subject to the small companies regime and in accordance with FRS102 SORP.
| Signed by one or two trustees/directors on behalf of all the trustees/directors |
Print Name | Date of approval dd/mm/yyyy |
|---|---|---|
CC17a (Excel)
04/10/2021
2
CHARITY COMMISSION Independent examinerfs report on the FOR ENGLAND AND WALES accounts Section A Independent Examinerfs Report Report to the trusteesl members of Greal Meetng Unitarian Chapel On accounts for the year ended 3181 Decemkr 2020 Charity no , 1046150 lif any) Sèt out on pages , 1 and 2 I report to the Irustees on my examination of the accounts of the above charity {"the Trust I for the year ended 31st Dember 2020 Responsibilities and basis of report As the charity's trustees. you are responsible for the preparation of the accounts in accordance with the requiremenls of the Charrties Act 2011 I"Ihe Act.). I report in respect of my examination of the Trust's accounts carried out under section 145 of the 2011 Act and in carying out my examination, I have followed all the applicable Directions given by the Charity Commission under section 145151{b) of the Act. Independent examlnerfs statement I have completed my examination. I confimi that no material matters have come to my attention in connection with the examination which gives me Huse lo believe that in, any material resFect.' the accounting records were not kept in accordance with section 130 of the Charities Act". or the accounts dtd not accord with the accounting records,. or the accounts did not comply wilh the applicable requirements nceming the fomi 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 lo which attention should k drawn in this report in order to enable a proper underslanding of the accounts to be rea¢hed. Signed: Dats: Name: Simon Purvis Address: 9 Hedley Court London SW15 3NS