## **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|| |---|---|---| |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..| |---|---|---| |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| ||Michael Drucquer|Chairman||Ditto and for all below| ||RayHarding|Treasurer||| ||Elizabeth Clapp|||| ||Simon Hall|||| ||David Kent|||| ||Stephen Miles|||| ||Diane Romano-
Woodward|||| ||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 De￿mber 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