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I|J| |---|---|---|---|---|---|---|---|---|---|---| |||**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 1 |55
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I|J| |---|---|---|---|---|---|---|---|---|---|---| ||**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 2 ## **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** |1
2
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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