2020-12-31-accounts

Unitarian New Meeting Church Birmingham Founded 1672 Registered Charity No. 1076279

Annual Report for the year ended 31st December 2020 31 Ryland Street, Five Ways, Edgbaston, Birmingham B16 8BL Tel: [phone] website: www.birminghamunitarians.org.uk e-mail: [e-mail]

Object of Unitarian New Meeting Church

The object of the congregation shall be the promotion of religion in accordance with the principles of the General Assembly of Unitarian and Free Christian Churches.

Minister

Rev. Winnie Gordon [e-mail]

Church Officers

Chairperson Angela Maher Treasurer Mike Berry All other congregational offices are currently vacant.

Vestry Committee Members

The above officers and the following elected members: David Gaussen, Cathy Sparkes, David Jones, Angela Maher, Mike Berry

Custodian Trustee

British & Foreign Unitarian Association (Incorporated), Essex Hall 16 Essex Street, Strand, London, WC2R 3HY

Governance

The governing document is the congregation’s constitution adopted, in 1999 and as amended.

Vestry Committee members are elected at the Annual General Meeting. The Vestry Committee can co-opt additional members during the year. There were no co-opted members in 2020. All Vestry Committee members are managing trustees under the constitution.

The Vestry Committee meets regularly during the year to discuss business and make decisions. It may delegate actions to members of the committee from time to time. In the event of a disagreement within the committee, decisions are made by majority vote. The minister attends Vestry meetings in an advisory and non-voting capacity. Further details about how the congregation is managed are available in the constitution.

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Chair’s report

As with everyone else, 2020 has been an unexpected year for Birmingham Unitarians. Following the introduction of Covid-19 restrictions in March, we have moved online. We are currently have worship every Sunday and discussion every Wednesday, both on Zoom. We’ve been really pleased to welcome new friends to both. Our congregational WhatsApp group has been busier than ever, sharing news, food for thought and a lot of nature photography.

During the summer we were moved by the Black Lives Matters protests that took place across the country and we renewed our commitment to racial justice. Our minister Winnie Gordon led a thought-provoking book group on “White Supremacy and Me” by Layla Saad. This was attended by members of the congregation and others who were interested in learning more about concepts such as white privilege and structural racism. As a congregation, we unanimously passed a motion affirming that Black Lives Matter at our delayed Annual General Meeting in September. We look forward to learning, growing and developing further in the future.

Angela Maher

Chair Accounts

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Unitarian New Meeting

Registered Charity Number 1076279 Annual Report and Accounts year ending 31 December 2020

Minister Rev Winnie Gordon

Trustees

Angela Maher Mike Berry David Jones

Custodian Trustee

The British and Foreign Unitarian Association(inc) Essex Hall, 1-6 Essex Street, London WC2R 3HY

Bankers HSBC, 168 Warstone Lane, Birmingham.

Investment Advisors

EFG Harris Allday, 33 Great Charles Street, Birmingham B3 3JN.

Responsibility of the Trustees

The Trustees are responsible for keeping proper accounting records, for safeguarding the assets of the Trust, for taking reasonable attempt to prevent and detect fraud and other irregularities, and for preparing annual financial statements which both accord with the accounting records, and which comply with both the Statement of Recommended Practice for Accounting by Charities, and with the relevant governing documents which give a true and fair view of the affairs of the Church. To the best of our knowledge and belief these obligations have been met, and accordingly, these accounts were approved at a meeting of the Trustees held on:

Angela Maher Chairperson 14 June 2021

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Unitarian New Meeting Church Edgbaston Balance sheet as at 31 December 2020

	Unitarian New Meeting Church Edgbaston Balance sheet as at 31 December 2020
	2020	2019
	General Endowment Samaritan Total	General Endowment Samaritan Total
The Funds Managed
by the Church Trustees
Value of Funds at the
start of the year	462,150 41,401 19 880,570	464,488 354,335 19 818,842
Transfer between funds
Net movement of funds
in the year	(16,627) (75,138) - (91,765)	(2,338) 64,066 - 61,728
Value of funds at end of year	445,523 343,263 19 788,805	462,150 418,401 19 880,570
Have been invested in
the church and hall	350,000 - - 350,000	350,000 - - 350,000
Investements at
market value	82,354 341,508 - 423,862	100,473 416,646 - 517,119
Income tax
reclaimable	177 - - 177	194 - - 194
Amounts owed
between funds	(1,588) 1,569 19 -	(1588) 1569 19 -
Sundry other receivables	2,173 - - 2,173	852 - 852
Cash in deposite accounts	- 186 - 186	- 186 186
Cash in current accounts	20,961 - - 20,961	17,983 - - 17,983
	464,077 343,263 19 797,359	467,914 418,401 19 886,334
Less sundry payables	8,554 - - 8,554	5,764 - - 5764
	445,523 343,263 19 788,805	462,150 418,401 19 880,570
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	Statement of Financial Activities
	year ending 31 December 2020
	2020 2019
	General Endowment Samaritan Total General Endowment Samaritan Total
Incoming resources in the year
Gift aid subcriptions	1,663 - - 1,663 1,711 - - 1,711
Other subscriptions	- - - - - - - -
Collections at services	71 - - 71 927 - - 927
Subscriptions income	1,734 - - 1,734 2,638 - - 2,638
Dividends received	20,690 - - 20,690 25,632 - - 25,632
Bank Interest received	- - - - - - - -
Investment income	20,609 - - 20,690 25,632 - - 25,632
Hall rent received	4,475 - - 4,475 6,368 - - 6,368
Carpark rent received	22,579 - - 22,579 23,542 - - 23,542
Rental income	27,054 - - 27,054 29,910 - - 29,910
Donations other	2,500 - - 2,500 - - - -
Income from bookstall	- - - - 250 - - 250
Total income	51,978 - - 51,978 58,430 - - 58,430
Expenditure incurred
Ministry Costs	23,149 - - 23,149 24,452 - - 24,452
Choir and organist	660 - - 660 2,310 - - 2,310
Establishment costs	16,409 - - 16,409 37,776 - - 37,776
GA and other costs	977 - - 977 3,645 - - 3,645
Admin costs	9,291 - - 9,291 8,034 - - 8,034
Total expenditure	50,486 - - 50,486 76,217 - - 76,217

Net incoming rescources (expenditure) before investment asset additions disposals and revaluation

1,492 - - 1,492 (17,787) - - (17,787) Investment asset gains/(losses) on disposal and revaluation at year end Net gain on disposals - - - - - - - - Investment revaluation gain (loss) (18,119) (75,138) - (93,257) 15,449 64,066 - 79,515 Increase/(decrease)in funds (16,627) (75,138) - (91,765) (2,838) 64,066 - 61,728

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	Summary of expediture for the
	year ending 31 December 2020
	2020	2019
	General Endowment Samaritan	Total General Endowment Samaritan Total
Ministry costs
Minister’s stepend	19,254 - -	19.254 19,295 - - 19,295
Pensions and Nat Ins.	3,511 - -	3,511 3,131 - - 3,131
Car and other expenses	287 - -	287 1,338 - - 1,338
Preaching fees and expenses	97 - -	97 688 - - 688
Total	23,149 - -	23,149 24,452 - - 24,452
Choir and Organist costs	660	660 2,310 2,310
Establishment costs
Heat, light and water	2,760 - -	2,760 4,836 - - 4,836
Insuarance premiums.	1,672 - -	1,672 1,358, - - 1,358
Building maintenance	8,839 - -	8,839 28,154 - - 28,154
Cleaner/caretaker wages and exp.	3,138 - -	3,138 3,428 - - 3,428
Total	16,409 - -	16,409 37,776 - - 37,776
GA and other costs
GA meetings expenses	165 - -	165 1,560 - - 1,560
GA quota.	40 - -	40 800 - - 800
Publicity and book stall	600 - -	600 600 - - 600
Other subscriptions	30 - -	30 10 - - 10
Activities catering and Sun. school	142 - -	142 675 - - 675
Total	977 - -	977 3,645 - - 3,645
Admin costs
Printing/stationery/postage	355 - -	355 756 - - 756
Telephone costs.	962 - -	962 896 - - 896
Sundry admin expences	230 - -	230 342 - - 342
Letting/secretarial costs	4,012 - -	4,012 3,600 - - 3,600
Charitable donations	1,392 - -	1,392 - - - -
Examination and accountancy	2,340 - -	2,340 2,440 - - 2,440
Bank and professional charges	- - -	- - - - -
Total	9,291 - -	9,291 8,034 - - 8,034
Grand total	50,486 - -	50,486 76,217 - - 76,217

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Statement of Financial Activities year ending 31 December 2020

As at 31/12/20

2019 Market Value Cost revaluation Revalution 2020 gain(loss) gain(loss) Market B/fwd B/fwd value General fund Investment held during the year 100,473 6,000 M&G Charifund Units 64,370 36,103 (18,119) 82,354 Endowment fund Investment held during the year 416,646 24,880.937 M&G Charifund Units 275,795 140,851 (75,138) 341,508 517,119 Grand total 340,165 176,954 (93,257) 423,862

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Unitarian New Meeting Church Birmingham, Notes to the accounts for the year ending 31 December 2020

1. Endowment Fund

This Fund was instituted at the annual meeting of the congregation held on 15 February 1922. Donations to the fund, as shown on pages 10-13 are invested in the names of the trustees and the income is applied for the benefit of the Church, subject to any directions whioch may have been given by the respective donar as to the application of such income.

2. Samaritan Fund

This Fund was established in 1963 with a gift in the memory of W. Byng and Nora Kenrick. The purpose of the Fund is to assist members or friends of the Church in financial need. Gifts are made at the discretion of the Officers of the Church.

3. Properties

The Church and Hall are included in the accounts at a realisable value estimated by the Trustees. the insured values for the Church and Hall are: £1,435,691.00 and for the contents and organ are £174,648.00. For safekeeping the tutle deeds of the Church and Halls are deposited with George Green and Co Solicitors at 195, High Street Cradley Heath B64 5HN.

4. Investments

The Investments certificates are held in safe custordy by E.F.G. Harris Allday (a trading division of E.F.G.Private Bank Ltd) 33, Great Charles Street Birmingham, B3 3JN. The four Hester Bateman silver communion cups belonging to the Church are on permanent loan to the City of Birmingham Museum and Art Gallery.

Charitable Bequests 2006 The Joan Lamb Memorial Trust, £1,050 2007 The Joan Lamb Memorial Trust, £1,350 2008 The Joan Lamb Memorial Trust, £1,200 2009 The Joan Lamb Memorial Trust, £1,200 2010 The Joan Lamb Memorial Trust, £800 2011 The Joan Lamb Memorial Trust, £900 2012 The Joan Lamb Memorial Trust, £900 2013 The Joan Lamb Memorial Trust, £1,400 2014 The Joan Lamb Memorial Trust, £1,500 2015 The Joan Lamb Memorial Trust, £1,350 2016 The Joan Lamb Memorial Trust, £1,780

The Unitarian New Meeting Memorial Endowment Fund

1922 J B Whitehouse, in memory of Benjamin Whitehouse, £100 1922 Caroline James, in memory of Josephine and Caroline Chamberlain, £100 1923 Her nephew and nieces, in memory of Mary Caroline Smith, £100 1927 Miss Helen Caddick, by will, £300 1932 Her parents, in memory of Norah Penelope Kenrick, £400 1934 Her sons and daughters, in memory of Mrs Annette Mary 1935 Matthews, £300 1939 J B Whitehouse, by will and in memory of Mrs Rebecca Whitehouse, £200 1940 His wife, in memory of Henry Saul, £20 1941 James Dickson Skirrow, by will, £100 1943 Thomas Oliver Lee, by will, £100 1945 Miss Ellen Russell, by will, £100 1945 T Foster Duggan, in memory of W J B Tranter, £100 1947 J B Whitehouse, a further sum by will, £100 1950 Mrs Rose Viner, by will, £50 1950 Miss Ann Graham, by will and as a joint gift of herself and her brother Rev. Thomas Graham, £233 11s 0d

1951 Three of their daughters, in memory of John Sutton Nettlefold and Margaret Nettlefold, £300

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1951 His wife, in memory of John Henry Crosskey, £50 1954 Charles Beale and Miss Alice Beale, in memory of Edmund Phipson Beale and Anne Lucy Beale, £200 1955 His wife, in memory of Gerald W Kenrick, £500 1956 Miss Margaret James, by will, £50 1956 Gift in memory of Walter Rowley (deceased). Seven annual payments of £42 under covenant 1956 Gift by the son and daughters of the late Mr and Mrs B F Stych, in memory of their parents, £150 1956 Leslie Arthur Smith, by will, £100 1958 Miss Ruth Nettlefold, by will, £100 1958 Gift by Mrs C A Hare and Mrs E H Murray Rust, in memory of the late Miss Ruth Nettlefold, £250 1959 Mrs Edith May Beard, by will, £100 1959 Gift by Miss R Boulton, in memory of Matthew Boulton, £100 1960 Miss Evelyn Montgomery, by will, £150 1961 Wilfrid Clarkson Mathews, by will, £100 1961 William Ellery Jephcott, by will, £100 1961 Gift in memory of Miss Evelyn Montgomery by Mrs Katherine Chubb 1962 Miss C Van de Werif, by will, £200 17 1963 Gift in memory of W Byng and Norah Kenrick, £1,000 1963 A Wynn Kenrick, by will, £200 1963 Mrs A Shelton, by will, £50 1964 W D Stafford, by will, £100 1966 Miss E Bailey, by will, £25 1966 Miss B Demington, by will, £45 10s 3d 1967 Anonymous, £50 1969 Gift by Mrs Joyce Hudson in memory of her mother, Mrs M Megginson, £10 10s 0d 1970 Gift in memory of Jean Elizabeth Birtles, £100 1971 Gift by Mrs A M Robertson in memory of Mr I C Robertson, £100 1971 Mr W Shelton, by will, £25 1972 Mrs E A Stych, by will, £100 1973 Mr E T Worsley, by will, £100 1974 Gift in memory of Cecil Reginald Lamb, £100

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1974 Miss J E Forsyth, by will, £200 1974 Mrs R J Smith, by donation, £500 1978 Mrs R Shipton, by will, £105 1979 Miss Clara Stych, by will, £100 1979 Gift by Misses Marjorie and Dorothy Stych in memory of Benjamin and Maud Stych, £500 1979 Gift by Harborne Tenants Ltd. in memory of Mrs E M Crosskey, £200 1979 Gifts given at Memorial Service for Mrs Crosskey, £120 1981 Gift by the Kenrick family in memory of William Edmund Kenrick and Mrs Judith Newcomer, £3,000 1982 Gift by friends in memory of Robert Austin (proceeds of concert), £108.85 1983 Gift in memory of Robert Priestley Austin, £70 1983 Mr H H Bagnall, by will, £200 1983 Mrs G Craven, by will, £1,170 1983 Gift in memory of Rebecca Smith, £100 1984 Gift in memory of Robert Barrs, £50 1984 Miss M M Stych, by will, £250 1984 Mr C H Russon, by will, £100 1984 Dr. Roger Lee, by will, £15,000 1985 Gift in memory of John, Evelyn and Roger Crosskey from Peggy Beale, Henry and Philip Crosskey, £1,500 1986 Gift in memory of Howard H Bagnall from his wife, £100 1986 Gift in memory of Marion Bone, £50 1986 Miss Cicely Harrison, by will, £500 1987 Mrs Margaret Gazey, by will, £300 1987 Mrs V Worsley, by will, £300 1988 Mrs J Cadbury, by will, £300 1989 Mrs H E Barker, by will, £100 1989 Gift in memory of E Hemsoll, £50 1990 Miss A Harris, by will, £2,000 1990 Miss G Edwards, by will, £150 18 1992 Gift in memory of Ema Schreier by Mrs M Hofmann, £100 1995 From his widow in memory of Charles Beale, £500

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1995 Gift in memory of Monica and Martin Showell from Peggy Beale, Henry and Philip Crosskey, £700 1997 Mrs H Bagnall, by will, £100. Gift in her memory from the Bagnall family, £200 1998 J Boaler, by will, £200 1999 Gift in memory of Mrs M Hofmann, £100 1999 Miss B Whitehouse, by will, £1,000 1999 Gift in memory of Arnold Kay, £50 1999 Gift in memory of Mrs Elizabeth Kenrick from the Kenrick family, £2,000 2000 Mrs J Tungate, £400 2000 Gift in memory of Mrs Gladys Sprang, £100 2000 Gift in memory of Maisie Butler, £100 2002 Gift in memory of Mr H Kenrick, £2,000 2003 Gift in memory of Mr WJ McCracken, £100 2003 Gift in memory of Mr JB Kenrick, £5,000 2005 Mrs J Lamb, by will, £1,000 2007 Mr Roy Butler, by will, £2,000 2007 Mrs Joyce Goreham, by will, £200 2008 Dorothy Stych, by will, £500 2010 Frank Hytch, by will, £1,000 2010 Dr. Philip Crosskey, by will, £5,000 2012 JTA Smith, by will, £200 2015 Mrs Verena E Moult, by will, £1,000 2015 Gift in Memory of Mrs Gladys McCracken, £500 2017 June Midgley, by will £1000

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