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2020-12-31-accounts

ANNUAL REPORT AND STATEMENT OF ACCOUNTS FOR THE YEAR ENDED 31ST DECEMBER 2020

CHARITY REGISTRATION No: 1055306

Independent Examiners Ltd Unit 2 The Broadbridge Business Centre Delling Lane Bosham West Sussex PO18 8NF

1

COMMUNITY OF AIDAN AND HILDA

CONTENTS

Page 3 Legal and Administrative Information Page 4 Trustees' Report Page 5 Statement of Receipts and Payments Page 6 Statement of Assets and Liabilities Pages 7 to 8 Notes to the Accounts Page 9 Independent Examiners Report to the Trustees

2

COMMUNITY OF AIDAN AND HILDA

LEGAL AND ADMINISTRATIVE INFORMATION

CHARITY NUMBER 1055306 CHARITY REGISTRATION DATE 16th May 1996 START OF FINANCIAL YEAR 1st January 2020 END OF FINANCIAL YEAR 31st December 2020 TRUSTEES AT 31 DECEMBER 2020 Geoff Holt (Chair) Janet Bissex Linda Butler Sue Clarke (resigned 1st March 2021) Joy Holt Ruth Stock

The existing trustees appoint any new trustees following the provisions laid out in the Charity's governing instrument.

GOVERNING INSTRUMENT Charitable Trust Deed dated 22 April 1996

OBJECTS

The advancement of the Christian religion, in particular:

BANKERS National Westminster Bank Plc Stratford-Upon-Avon CORRESPONDENCE ADDRESS 137 Newton Road Sparkhill Birmingham B11 4PU

CORRESPONDENCE ADDRESS

INDEPENDENT EXAMINER

Independent Examiners Limited Unit 2 The Broadbridge Business Centre Delling Lane Bosham West Sussex PO18 8NF

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COMMUNITY OF AIDAN AND HILDA

TRUSTEES REPORT

FOR THE YEAR ENDED 31 DECEMBER 2020

Review of activities during the year

Our membership has continued to steadily increase during the year. We are aware of growing interest in dispersed New Monastic community and living by a Way of Life, a rhythm of prayer, and a network of Soul Friendship.

Covid-19 has impacted all of our lives, and many individuals have found the Way of Life of the Community to be a real support and encouragement during lockdown and extended times of restriction and social isolation. Being able to connect with one another through Zoom and other digital means has been greatly appreciated by many.

Our Community Retreats have been online during the year and as a result significantly more people have been involved and included. A number of online retreats and training sessions have been run during the year, which have had a good take-up. This suggests to us the value of a hybrid model of delivery, once we are able to meet in person.

During the year Carol Few stepped down as Community Secretary, but will continue to support the important work of Regional Groups. We have much appreciated all her work over the years. Richard Brassington has been appointed as Community Administrator and has settled into his role very well.

We continue to value the inspirational leadership of our three Guardians – Simon Reed, Penny Warren and Graham Booth – our Deputy Guardian Brother Cassian, and the wisdom of our Caim Council and Trustees through this difficult and unprecedented year, as well as the ongoing support of our Founding Guardian, Ray Simpson.

Finances for the Community account have held up well during the year as we have seen a number of generous gifts and donations.

The implications for our work on Holy Island have been considered in the report for Lindisfarne Trust Ltd.

We believe we can look forward with confidence to the work and ministry of the Community growing further in 2021.

Covid 19

Many individuals have found the Way of Life of the Community to be a real support and encouragement during lockdown, and as Covid-19 remains a significant concern. Our membership continues to steadily increase.

There has been no negative financial impact on the Charity.

Trustees have been meeting much more frequently (by video conferencing) to keep the ongoing situation under close and regular review.

Details of any funds materially in deficit

There are none.

Policy on Reserves

The Trustees have considered the level of reserves they wish to retain, appropriate to the charity's needs. This is based on the charity's size and the level of financial commitments held. The Trustees aim to ensure the charity will be able to continue to fulfil its charitable objectives even if there is a temporary shortfall in income or unexpected expenditure. The Trustees will endeavour not to set aside funds unnecessarily.

Trustees Responsibilities

The Charities Act 2011 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 trust and of the surplus of the trust for that period. In preparing those financial statements the trustees are required to:

The Trustees are responsible for keeping proper accounting records, which disclose with reasonable accuracy at any time the financial position of the trust. They are also responsible for safeguarding the assets of the trust and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

Signed on behalf of the Trustees:……………………………………………………………………….Date: 24 August 2021

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COMMUNITY OF AIDAN AND HILDA

STATEMENT OF RECEIPTS AND PAYMENTS

FOR THE YEAR ENDED 31 DECEMBER 2020

Notes
RECEIPTS :
Voluntary Receipts
2a
Charitable Activities
2b
Asset and Investment Sales etc
2c
TOTAL RECEIPTS
PAYMENTS :
Costs of Charitable Activities
3a
Costs of Generating Funds
3b
Governance Costs
3c
Asset and Investment Purchases etc
3d
TOTAL PAYMENTS
NET RECEIPTS/(PAYMENTS)
Cash Balances Brought Forward
CASH BALANCES CARRIED FORWARD		 Unrestricted
Restricted
Total
Total
Funds
Funds
2020
2019
£
£
£
£
55,733
0
55,733
28,985
13,231
0
13,231
37,080
0
0
0
500
68,964
0
68,964
66,565
49,308
0
49,308
65,709
1,000
0
1,000
1,013
630
0
630
600
2,000
0
2,000
500
52,938
0
52,938
67,822
16,026
0
16,026
(1,257)
1,585
0
1,585
2,842
17,611
0
17,611
1,585

5

COMMUNITY OF AIDAN AND HILDA

STATEMENT OF ASSETS AND LIABILITIES AS AT 31 DECEMBER 2020

CASH ASSETS
Bank Account
OTHER MONETARY ASSETS
Gift Aid Tax Rebate due
LIABILITIES
Independent Examiners Fees
Loans payable by the Charity (no fixed term, interest free)		 Unrestricted
Restricted
31-Dec-20
31-Dec-19
Fund
Fund
Total
Total
£
£
£
£
17,611
0
17,611
1,585
17,611
0
17,611
1,585
2,688
0
2,688
3,641
2,688
0
2,688
3,641
630
0
630
630
0
0
0
2,000
630
0
630
2,630

TRUSTEES RESPONSIBILITIES IN RELATION TO THE ACCOUNTS

Charity Law requires the Trustees to prepare accounts for each financial year which comply with the regulations set out in the Charities Act 2011. The Trustees have elected to take advantage of the provisions that apply to small charities and have prepared a Receipts and Payments Account and Statement of Assets and Liabilities which are set out on pages 5 and 6.

Approved by the Trustees on 24 August 2021 and

Signed on their behalf by ………………………………………..., Trustee

6

COMMUNITY OF AIDAN AND HILDA

NOTES TO THE ACCOUNTS

FOR THE YEAR ENDED 31 DECEMBER 2020

1. BASIS OF ACCOUNTING

The accounts have been prepared under the “Receipts and Payments” basis as prescribed by the Charity Commissioners, and they meet the appropriate legal requirements.

2. RECEIPTS
Note
a) Voluntary Receipts
Gifts and Donations
Gift Aided Donations and Tax Recovered
b) Charitable Activities
Retreat Income
c) Asset and Investment Sales etc
Loans received
3. PAYMENTS
a) Costs of Charitable Activities
Building Repairs and Maintenance
Gifts
Office, Secretarial and Administration
4
Retreat Expenses
Staff and Volunteer Expenses
Staff Honoraria		 Unrestricted
Restricted
Total
Total
Funds
Funds
2020
2019
£
£
£
£
21,645
21,645
13,330
34,088
34,088
15,655
55,733
0
55,733
28,985
13,231
13,231
37,080
13,231
0
13,231
37,080
0
500
0
0
0
500
7,768
7,768
0
3,215
3,215
685
5,629
5,629
8,320
8,426
8,426
32,725
3,475
3,475
5,992
20,795
20,795
17,987
49,308
0
49,308
65,709

7

COMMUNITY OF AIDAN AND HILDA

NOTES TO THE ACCOUNTS

FOR THE YEAR ENDED 31 DECEMBER 2020

3. PAYMENTS (continued)
Note
b) Costs of Generating Funds
Publicity, Mission and Outreach
c) Governance Costs
Accountancy and Independent Examination
d) Asset and Investment Purchases etc
Loans repaid		 Unrestricted
Restricted
Total
Total
Funds
Funds
2020
2019
£
£
£
£
1,000
1,000
1,013
1,000
0
1,000
1,013
630
630
600
630
0
630
600
2,000
2,000
500
2,000
0
2,000
500

4. ANALYSIS OF OFFICE, SECRETARIAL AND ADMINISTRATION COSTS

Cleaning Costs
IT and Computer
Licences and Subscriptions
Printing, Postage and Stationery
Secretarial Support
Sundry Administration
Telephone and Internet		 Total
Total
2020
2019
£
£
0
80
525
860
271
332
758
2,083
3,659
4,605
0
10
416
350
5,629
8,320

5. RESTRICTED FUNDS

The charity held no restricted funds during or at the end of the financial year.

6. PAYMENTS TO TRUSTEES

No payments were made to trustees or any persons connected with them during this financial period. No other material transaction took place between the organisation and a trustee or any person connected with them.

7. RISK ASSESSMENT

The trustees actively review the major risks which the charity faces on a regular basis and believe that maintaining the free reserves stated, combined with the annual review of the controls over key financial systems carried out on an annual basis will provide sufficient resources in the event of adverse conditions. The trustees have also examined other operational and business risks which they face and confirm that they have established systems to mitigate the significant risks.

8. PUBLIC BENEFIT

The charity acknowledges its requirement to demonstrate clearly that it must have charitable purposes or ‘aims’ that are for the public benefit. Details of how the charity has achieved this are provided in the Trustees report. The Trustees confirm that they have paid due regard to the Charity Commission guidance on public benefit before deciding what activities the charity should undertake.

8

INDEPENDENT EXAMINER’S REPORT ON THE ACCOUNTS

I report to the trustees on my examination of the accounts of the Community of Aidan and Hilda for the year ended 31st December 2020.

As the charity's trustees, you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (“the Act”).

Responsibilties and basis of report

I report in respect of my examination of the charity's accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

Independent examiner's statement

I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination which gives me cause to believe that in, any material respect:

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.

Signed:

Name: J Irvinesmith FCIE

Date: …..................202125th August

Independent Examiners Ltd Unit 2 The Broadbridge Business Centre Delling Lane Bosham West Sussex PO18 8NF

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