REGISTERED CHARITY NUMBER: 1076279 Annual Report of the Trustees and Unaudited Financial Statements for the Year Ended 31st December 2021 for Unitarian New Meeting Church, Birmingham
Unitsrian New Meeting Church, Birmingham Financial Statements for the Year Ended 31st December 2021 Contents of the Financial Statements Report of the Trustees Independent Examiner's Report Statement of Financial Activities Summary of Expenditure Balance Sheet Statement of Assets Notes to the Financial Statements 8-11
Unitarian New Meeting Church, Birmingham Financial Statements for the Year Ended 31st December 2021 Report of the Trustees The trustees present their report with the financial statements of the charity for the year ended 31st Dember 2021. The trustees have adopted the provisions of the Statement of Recommended Practice {SORP) 'Accounting and Reporting by Charities, issued in March 2005. REFERENCE AND ADMINISTRATIVE DETAILS Registered Charity number 1076279 Principal address 31 Ryland St, Five Ways, Edgbaston, Birmingham B16 8BL Minister Rev. Winnie Gordon rev ordon. uiiitarian ahoo.com Church Officers Chairperson Angela Maher Treasurer Mike Berry All other congregational offices are currently vacant Trustees Angela Maher Mike Berry David Jones Custodian Trustee The British and Foreign Unttarian Association(inc) Essex Hall, 1-6 Essex Street, London WC2R 3HY Bankers HSBC, 168 Warstone Lane, Birmingham. Independent Examiner Hill Lillis & Company Limited 98 Sheffield Road Sutton Coldfield B73 5HW Page 1
Unitsrian New Meeting Church, Blrmingham Financial Statements for the Year Ended 31st December 2021 Report of the Trustees STRUCTURE, GOVERNANCE AND MANAGEMENT Governing document 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 Vesty Committee can CO•OPt additional members during Ihe year. There were no co-opted members in 2021. All Vestry Committee members are managing trustees under th8 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. Object of Unltarlan New Meeting Church The object of the congregation shall be the promotion of religion in accordan¢e with the principles of the General Assembly of Unitarian and Free Christian Churches. Chair's report 2021 was another pandemic year for everyone and Bimiingham Unitarians are no exptiOn. 14Ve have spent much of the year connecting virtually. We have enjoyed welcoming number of peoplg from across the district and further afield to our Sunday Zoom services and Wednesday discussion groups. We have also made ample use of our congregational WhatsApp group, which ranges from discussions on social justice issues to bird watching and sharing silly inlemet jokes. In the summer and autumn, we began transitioning to worshiping in the t)uilding. We have been socially distanced, but it has been wonderful to connect in person, including with our regular organist. We have also been pleased to welcome some new attenders to our in- person services and we hope to see more of them and others we have yet to meet in the coming months. We have been able lo maintain our links with the Ladywood Project, a local charity aiming to improve the lives of p80ple local to the church living in poverty or financial hardship. We are keen to conlinue and strengthen our connection in the future. We have also been delighted to support our minister, Rev Imnnie Gordon, to complete postgraduate study during her sabbatical. Her study on inclusivity and racism within Unitarianism makes an important contribution both to our denomination's collective understanding of ourselves and lo being able to truly build beloved community We are grateful to everyone who has led worship with us over Ihe past year and everyone who has participatèd in whatever small way in enabling Birmingham Unitarians lo survive well through another challenging year. Approved by order of the board of trustees on 22 behalf by Angela Maher- Chair .April 2022 and signed on ts Page 2
Unltsrlan N•w M••tlng, Edgba•ton Flnanclal Ststsments for th• Y•ar Ended 318t Decemb•r 2021 Ind•pond•nt Examln•rf• R•port to th• Tru•t• I report on tho ac¢ount• for the year Wmtsd 3181 Decambor 2021 •ot out paga8 four to nlne. Ro•p•ctfv• rn8ponslbllltlM of trust• and •xamln•r The charfty's truste are respon81b lor the prnparntlon of ts accounts. The chartys Itee8 consider that an •udii 18 not requirèd for thij year (under Section 14q2) of th• Charitie• Ad 2011 (the 2011 Act)) and that an independent examination is required. It [8 my rBopon•lblllty to.. oxamine the •ccowts under Seclion 145 01 th8 2011 Art to folFu• tho procedur08 lald dMI in Iho Genoral Dlrectlons gfven by th• ChArfty Commls8lM (under Section 145{5){bl of the 2011 Ad).. and to state vthether particulor mattern have come to my 8tt8ntk)n. Ba•1• of th• Ind•p•nd•nt •xamln•rf• r•port My examination was carried )ut in acc)xdance with tho Genwal Dire¢lion8 giv6n by th Charity Commi$8lon. An axamination Includ a revitrw of tha •¢couniing re¢d9 kept by tho charity and comparlson of the accoun18 IY86ented tholo recorrls. It al80 indLth8 con8Kleralion of any unusual rterns or dlsclosurn8 In the accounts. arm¥ 8eeklng explanatlon8 Ilom you a8 trustees conc•mlng any such matt8rn. The procedurng und8rtaken do not prowde the ovldence Ihat would be required in an audit. and con8equenlly no opinion 18 gfvon a8 to whether the accounts present and falr vi•w ' and tho r•rth18 Ilmit•d to tho0• m8tter8 Sat oul In th• ¥tatem•nts below. Ind•p•nd•nt •xamln•e• •tat•m•nt In connection with my examlnatlon, mattar ha6 com• to my att•nkn.' (1) whl¢h glvm m• r•••on•blo ¢•uw to b•lknv• tha( In any matarf•l r88pxt. tho requlrements to kaap accounting r8cord8 In accordance with Section 130 of the 2011 Act: and lo prepare accounts vthlch ac(y)rd wtlh Iho accxxjntlng racorth and to comply wrylh the accounting requirements of the 2011 AGI have not boon m8t: or . in my opinlon, attention $h(k1 b8 dravm Ki ord•rto •nable a woper und6r8tandlng Hill Lillis & Company Lsmlted 98 Sheffield Road Sutton Coldfield B73 5HW 21 Aprfl 2022
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Unitarian New Meetlng, Edgbaston Financial Statements for the Year Ended 31st Decembgr 2021 Summary ofexpendlture 2021 Endowmer Samarltan 2020 Endowment Samarltan General total General Mlnistry Costs Minister's stipend Pension & NIC Car & Other Expenses Preathing fees & expenses total 20,207.40 2.020.68 20,207.40 2.020.68 19254 19254 3511 287 3511 287 1,776.79 24,004.87 1,776.79 24,004.87 97 23149 97 23149 Choir & Organist Costs 80.00 80.00 660 660 Establlshment costs Heat Light & Watei Insurnate prerniurns Building rnaintenan Cleaner/ caretaker wages & Exps total 2,482.66 1,586.96 2.765.34 2.482.66 1,586.96 2,765.34 2760 1672 8839 2760 1672 8839 3,094.40 9.929.36 3,094.40 9.929.36 3138 16409 3138 16409 GA & Other costs GA Meeting expensese GA Quota Publicity & bookstèll Other subscriptions Activities catering & Sun. School total 265.00 700.00 265.00 700.00 165 40 600 30 165 40 600 30 650.00 650.00 142 977 142 977 1,615.00 1.615.00 Admin. costs Printing stationery & Postage Telephone costs Sundry Admin exp5 Letting & Secretarial expenses Charitable donations Examination & accountancy Bank & professional charges totzl 355 962 230 355 962 230 971.55 364.14 971.55 364.14 4,836.00 280.00 4,836.00 280.00 4012 1392 4012 1392 2.160.00 2,160.00 2340 2340 8.68 8,620.37 8.68 8.620.37 9291 9291 Grand Total £ 44.249.60 £ £ 44.249.60 £ 50,486 £ E 50,486 page 5
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Unitarian New Meeting* Edgbaston Financial Statements for the Year Ended 31st December 2021 Notes to the Financial Statements ACCOUNTING PERIOD The reported accounts for both the current and prior year cover the year ending 31 DeMber. ACCOUNTING POLICIES Accounting convention The financial statements have been prepared under the historical cost convention, and in accordance with the Financial Reporting Standard for Smaller Entities (effective April 2008), the Charities Act 2011 and the requirements of the Statement of Recomrnended Practice, Accounting and Reporting by Charities. Incoming resources All incoming resour$ are included on the Statement of Financial Activities when the charity is legally entitled to the income and the amount can be quantified with reasonable accuracy. Resources expended Expenditure is accounted for on an accruals basis and has been classified under headings that aggregate all cost related to the category. Where costs cannot be directly attributed to particular headings, they have been allocated to activities on a basis consistent with the use of resources. Taxation The charity is exempt from tax on its charitable activities. Fund accounting 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 which may have been given by the respective donor as to the application of such income. Samaritan Fund- This Fund was established in 1963 with a gift in the memory ofw. 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. Pmperties 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 title deeds of the Church and Halls are deposited with George Green and Co Solicitors at 195, High Street Cradley Heath B64 5HN. 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. The notes fomi part of these financial statements Page 8
Unitarian New Meeting, Edgbaston Financial Statements for the Year Ended 31st December 2021 Notes to the Financial Statements- continued DONATIONS Charltable Bequests 2006 The Joan Lamb Memorial Trust, £1,050 2007 The Joan Lamb Memorial Trust, £1,350 2D08 The Joan Lamb Memorial Tru51, £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 Jo8n Lamb Memor¢al Trust. £1,780 2020 The Joan Lamb Memorral Trust. £2.500 Tho Unltarian New Meetlng Memorial Endowment Fund 1922 J B Whilehouse, in memory of Benjamin Vvhilehouse, £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 Annelle 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 WJ 8 Tranter, £100 1947 J B Vvhitehouse, a further sum by will, £100 1950 Mrs Rose Viner, by will. £SO 1950 Miss Ann Graham, by will and as a joint gift of herself and her brother Rev. Thomas Graham, £233 11s Od 1951 Three of their daughters, in memory of John Sutton Nettlefold and Margaret Nettlefold, £300 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 rnemory of Gerald W Kenrick, £500 1956 Miss Margaret James. by will, £50 1956 Gift in memory of Waller Rowley Ideceasedl. Seven annu81 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 Boullon, £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 1963 Grft in memory ofw Byng and Norah Kfjnrick, £1,000 1963 A Wynn Kenrick. by will, £200 1963 Mrs A Shelton, by will, £50 1964 W D Slafford, by will, £100 1966 Miss E Bailey, by will. £25 1966 Miss B Deminglon, by will, £45 10s 3d 1967 Anonymous, £50 1969 Gift by Mrs JOY Hudson in memory of her mother, Mrs M Megginson. £10 10s Od This page does not form part of the stalulory financial slalements Page g
Unitsrian New Meeting, Edgbaston Financial Statements for the Year Ended 31st December 2021 Notes to the Financial Statements- continued DONATIONS The Unitsrian New Me¢ting Memorial Endowment Fund continued 1970 Gift in memory of Jean Elizabeth Birtles, £1 DO 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 Vvorsley. by will, £100 1974 Gift in memory of Cecil Reginald Lamb, £100 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 Slych in memory of Benjamin and Maud Stych, £500 1979 Gift by Harbome Tenants Ltd. in memory of Mrs E M Crosskey. £200 1979 Gifts given al Memorial Service for Mrs Crosskey, £120 1981 Gift by the Keniick family in memory of William Edmund Kenrick and Mrs Judith Newcomer. £3,OlJO 1982 Gift by friends in memory of Robert Austin (proceeds of concert), £108.85 1983 Gift in memory of Robert Priestley Ausb'n, £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 & Roger Crosskey from Peggy Beale, Henry & 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 Morgaret G82ey, 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 1992 Gift in memory of Ema Schreier by Mrs M Hofmann, £100 1995 From his widow in memory of Charles Beale, £500 1995 Gift in memory of Monica and M8rh"n Showell from Peggy Beale, Henry & Philip Crosskey. £700 1997 Mrs H Bagnall, by will, £100. Gift in her memory from the B8gn211 family. £200 1998 J B081er, by will, £200 1999 Gift in memory of Mrs M Hofmann, £100 1999 Miss B VVhit&house, by will, £1,000 1999 Gift in memory of Amold 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 VVJ 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 Hylch, by will, £1,000 2010 Dr. Philip Crosskey, by will, £5.000 This page does not form part of the stalulory financial slalemenls Page If)
Unitarian New Meeting* Edgbaston Financial Statements for the Year Ended 31st December 2021 Notes to the Financlal Statements- continued DONATIONS The Unitarlan New Meeting Memorial Endowment Fund contlnued 2012 JTA Smith, by will, £200 2015 Mrs Verena E Moull, by will, £1,000 2015 Gift in Memory of Mrs Gladys Mccracken. £500 2017 June Midgley, by will £1000 2018 Joanne Skell, by will £250 This page does not form part of the stattjlory financial statements Page i