OpenCharities

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2022-12-31-accounts

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Great Meeting Unitarian Chapel 1046150 CC16a
Receipts andpayments accounts
For the period
from		 Period start date To Period end date
01/01/2022 31/12/2022
01/01/2022 to 31/12/2022
Section A Receipts and payments
Unrestricted
funds		 Restricted funds Endowment
funds		 Total funds Last year
to the nearest £ to the nearest £ to the nearest £ to the nearest £ to the nearest £
A1 Receipts
Donations,Legacies and Grants 11,040 88,426 - 99,466 143,164
Lettings 7,601 - - 7,601 9,334
Rent 51,723 - - 51,723 51,647
Gift Aid 2,558 - - 2,558 4,006
Investment Income 715 - - 715 593
Interest 13 - - 13 -
- - - - -
- - - - -
Sub total_(Gross income for AR) _ 73,650 88,426 - 162,076 208,744
A2 Asset and investment sales,
(see table).
- - - -
- - - - -
Sub total - - - - -
Total receipts 73,650 88,426 - 162,076 208,744
A3 Payments

Roof expenditure		 - 85,522 - 85,522 156,179
Stipend 9,371 - - 9,371 48,469
Salaries and other fees 19,920 - - 19,920 3,120
Insurance 6,983 - - 6,983 13,308
Utilities 4,217 - - 4,217 3,338
Maintenance and Cleaning 4,354 - - 4,354 4,317
Organ 773 - - 773 188
Communication and Administration 2,447 - - 2,447 3,122
Subscriptions 1,376 - - 1,376 1,412
Accountancy 1,000 - - 1,000 1,000
Bank charges 83 - - 83 97
**Sub total ** 50,524 85,522 - 136,046 234,550
A4 Asset and investment
purchases, (see table)
- - - -
- - - -
**Sub total ** - - - - -
Total payments 50,524 85,522 - 136,046 234,550
Net of receipts/(payments) 23,126 2,904 - 26,030 - 25,806
A5 Transfers between funds - - - - -
A6 Cash funds lastyear end - 3,354 8,967 - 5,613 31,419
Cash funds this year end 19,772 11,871 - 31,643 5,613

CCXX R1 accounts (SS)

06/11/2023

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Section B Statement of assets and liabilities at the end of the period
Categories Details Unrestricted
funds		 Restricted funds Endowment
funds
to nearest £ to nearest £ to nearest £
B1 Cash funds CafBank 18,808 - -
Lloyds 964 11,871 -
- - -
Total cash funds 19,772 11,871 -
(agree balances with receipts andpayments account(s)) OK OK
Unrestricted
funds		 Restricted funds Endowment
funds
Details to nearest £ to nearest £ to nearest £
B2 Other monetary assets Insurance 6,983 - -
- - -
- - -
- - -
- - -
- - -
Details Fund to which asset
belongs		 Cost (optional) Current value
(optional)
B3 Investment assets - -
- -
- -
- -
- -
Details Fund to which asset
belongs		 Cost (optional) Current value
(optional)
B4 Assets retained for the
charity’s own use		 - -
- -
- -
- -
- -
- -
- -
- -
- -
Details Fund to which
liability relates		 Amount due
(optional)		 When due
(optional)
B5 Liabilities Staff wages 887 -
Accountancy 1000 -
Loan - East Midland Unitarians 12500 -
-
-
Signed by one or two trustees on
behalf of all the trustees		 Signature Print Name Date of approval
Michael Drucquer 14/05/2023

CCXX R2 accounts (SS)

06/11/2023

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Trustees’ Annual Report for the period

From: 1/1/22 Period start date To: 31/12/22 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 usually
nowadays by a minister trained in Unitarian
theology. These services take place in a Grade
II listed building of significant heritage
importance. The minister or deputy 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 2022
The year was marked in March by the
retirement of our Minister Dr Arthur Stewart
after long and loyal service to the Chapel.
Whilst we knew how difficult it would be to
replace him, we began the process of job
description, advertising, interviewing and
invitation to preach. By November we had
made our decision and Arek Malecki was
appointed Minister elect, to start in June 2023.
In the meantime, Sunday services continued,
led by both invited ministers and members of
the congregation.
To help with these arrangements and to further
widen the activities of the chapel we appointed
a Congregational Support Lead on a part time
basis, the position to continue until into 2023.
This was a successful appointment, with the
activities such as the coffee morning, ‘Soul
Haven’ and Lent course, much appreciated by
the congregation.
The restoration project ended and more
elements of the Heritage Outcome Project were
completed, with the visit by a primary school,
the Leicester Musical Memory Box and the
annual Leicester dementia friendly carol concert
as highlights.

Financial Review

Review of the charity’s financial
position at the end of the
period		 Para 1.21 The financial position is stable as although
income from lettings are still to recover post
Covid the reduced salarial obligation has
allowed the chapel to amass a moderate
reserve.
Statement explaining the policy
for holding reserves stating
why they are held		 Para 1.22 A reserve is now held to cover employment
obligations and any emergencies related to the
fabric of the chapel.
Amount of reserves held Para 1.22 £19,000
Reasons for holding zero
reserves		 Para 1.22 NA
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:
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

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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
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
Michael H Drucquer

Chair

CHARITY COMMISSION FOR ENGLAND AND WALES Independent examinerfs report on the accounts Section A Independent Examiner s Report Report to the trusteesl members of Great Meeting Unitarian Chapel On accounts for the year ended 31 December 2022 Charity no (If any) 1046150 Set out on pages 1and2 I report to the trustees on my examination of the accounts of the above charity (Ihe Trust.) for the year ended 31 December 2022 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 fthe Acr). I report in respect of my examination of the Trust's accounts carried OLrt under section 145 of the 2011 Act and in carying out my examination, I have followed the appli¢ab]e Directions given by the Charity Commission urKler section 145(5)(b) of the Act. I have completed my e￿2mlnati0n. I confimi that no material matters have o)me to my attention (other than that disclosed ￿loW ') in connection with the examination vthich gNes m8 cause to believe that in, any material respeca: a¢wuntir¥J records were not kept in accordance with section 130 of the Act or the accourts do not accord with the accourrting records Indepgndent axaminer's statement I have no conwns arKI have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understarKling of the accounts to be reached. . Please delete the words in the brackets rfthey do not 8ppIy. Slgned: Date: 12" July 2023 Name: Simon Purvis Relevant professlonal qualification(s) or body (if any): Address: 9 Hedley Court London SW15 3NS IER October 2018