REGISTERED CHAIUTY NUMBER: 1076279 Annual Report of the Trustees and Unaudited Financial Statements for the Year Ended 31 st December 2024 for Unitarian New Meeting Church, Bimiingham Hill . Lillis Chartered Tax Advisers
Unitsrian New Meeting, Edgbaston Financial Statements for the Year Ended 31st December 2024 Contents of the Financial Statements Page Report of the Trustees 1to3 Independent Examiner's Report Statement of Financial Activities Summary of Expenditure Balance Sheet Statement of Investment Assets Notes to the Financial Statements 9t012
Report of the Trustees The trustees present their report with the financial statements of the charity for the year ended 31 st December 2024. 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.unitarian ahoo.com Church Officers Chairperson Angela Maher Treasurer Susanna Rickard All other congregational offices are currently vacant 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. Independent Examiner Hill Lillis & Company Limited 33 Gainsborough Dr Mile Oak Tamworth B78 3PJ Page I
Unitarian New Meeting, Edgbaston Financial Statements for the Year Ended 31st December 2024 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 Vestry Committee can co-opt additional members during the year. There were no co-opted members in 2024. 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. Object of Unitarian New Meeting Church The object of the congregation shall be the promotion of religion in accordan with the principles of the General Assembly of Unitarian and Free Christian Churches. Page
Unitarian New Meeting, Edgbaston liane 2c. easly Seamer Financial Statements Sorte for the Year Ended 31st December 2024 Pears yes Beet ee ee
CHAIRPERSON'S ANNUAL REPORT 2024 a aead PersSEC 2024 was a year of new collaborations, changes and high uncertainties. We remain uncertain about the future of our site as Birmingham City Council continue with their TS) Biceel Sit, eee wae aeee, Stteeee Lise 'Ladywood Regeneration Project' and the possible compulsory purchase of our CT OS Tes song:Teh “FARE PGES AONE acralSee ah te Te eee 6Serco a letter of changes to the proposed plan. We carry on with the hope that we will premises. We remain in the waiting phase, waiting to receive a letter of confirmation or Ey apmoreie Eeein Soe mie eA,Le Cathag rere SE)Dermat & Cae ee aeseet <n remain where we are, committed to growing Unitarianism in the heart of Birmingham. ERPS Se Roses wpe STEED, Seis Ort, Nae Centers Pees ones et SPT, casita Our treasurer retired after six years of service, and we welcomed a new treasurer and lbh agi (iho,hens eciglictiasl cher tesa ps Lich lala areal one aS Ss TR RO Se ropes DG new website which is being kept active. etter ao hoe A,remeber oD COPE termes iment Fi
Our premise lettings and car park remain stable. New to our premises is a kitchen Serr pie a FE Bh wees wir pears erly pie A “ete oe Te update, with a new fridge freezer, dishwasher, some new cupboards. This has SpE, E'Th: SEF Rh ent ST ees OM Mana ae. SEALS, enabled space for an experimental 'Community Kitchen Enterprise', opening the SBR NRC A DESYMT gees eaA. EGE, Bip Girona premises offering breakfast and lunch at reasonable prices to the community. Our hall aig cimsate one ns MANA welcomes people of all economic status, from a 'pay as you can' to pay full price. ys Wt Cham neds h ES So.ita 8 Spear sat! ee ems ester, PUR He gayalowes as rer Sigeetr’ | PG Birmingham Unitarians continue to live out our faith tradition of celebrating differences, FSA a IC WS ae luBe ee aE deat Type working hard to create possible safer spaces for connection. We have made the effort ie ea, Tecan ara RA to be more connected to our local community with collaborations with the Progressive Sk) Th Mareehon ie ge tam Lo| ae iP Jewish Synagogue and our Turkish Muslim friends at the Dialogue Society. In these ago recite Be Bel ea Lee eeeSt ac times of continual worldwide conflicts, we have centred love in our community, being a Pa ah AFsnzatstee feace Fepecs eeCOEee a aad BASkeeel Rin eeRoeoeRGe}yyA place where peacebuilding between various nations can progress. In July we hosted AEST [ERMANNG igherate online the Nisa Nashim Women's space for dialogue. On the International Peace Day ere iat ieee Setery petls ax aceMi ae, aePNK Wks re ra ONE, in September we hosted our Jewish and Muslims friends in a shared brunch with short tS _DRRS tric otKOTES AS hae e ,de Bae a e Meg)ve Pics Pay Zacks talks of our shared value of inclusive love, and treating our neighbours as we would ret SN ge Dore, pecs like to be treated, with compassion and peace. November saw the General Jett Le eS, aah US eohagsy Bptccyenoe ccaatten Se,aban ROE TNT sagI eeso* “teas ioWescenee Sed Fees Assembly's Executive Committee visit the Midlands and use our building as their Rae ee ee red+e PE ae Oe base. They spent the weekend having their meeting and invited members from the Po Midlands congregations to come to worship, have lunch and share their concerns. aha ges ire eas Ma TE caetes sae ees he Pinca eh Seele lee OS. SF, A etd erat wore We give thanks to those who continue on the committee, guiding our congregation in va its direction, and doing work behind the scenes. Mi erSeetine.Soh saettels tee SeleneOe eeOy, cor wentceBe AR,AAT
See Note regarding late return for the 2024 year: RYT ies Bx te AAS) ars This was attributable to capacity issues arising from our minister having suddenly to Te Saane eer USES) SRT raed otagtias Cie Las take long-term leave in the latter part of 2025. see Core ME Sa A: ER, .
Cpe Approved by order of the board of trustees on Carerciece CasI RO 3 nn March 2026 and signed on its Miderap BNE Se Gers Fy behalf by Angela Maher - Pea, BIE CE Esaee Chair
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Unitarian New Meeting, Edgbaston Financial Statements for the Year Ended 31st December 2024 Independent Examinerfs Report to the Trustees I report on the accounts for the year ended 31 st Dember 2024 set out on pages four to nine. Respective responsibilities of trustees and examiner The charity's trustees are responsible for the preparation of the accounts. The charity's trustees consider that an audit is not required for this year (under Section 144(2) of the Charities Act 2011 (the 2011 Act)) and that an independent examination is required. It is my responsibility to: examine the accounts under Section 145 of the 2011 Act to follow the procedures laid down in the General Directions given by the Charity Commission (under Section 145{5)(b) of the 2011 Act); and to state whether particular matters have come to my attention. Basis of the independent examinerfs report My examination was carried out in accordance with the General Directions given by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from you as trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently no opinion is given as to whether the accounts present a 'true and fair view ' and the report is limited to those matters set out in the statements below. Independent examiner's ststement In connection with my examination, no matter has come to my attention: (1) which gives me reasonable cause to believe that, in any material respect, the requirements to keep accounting records in accordance with Section 130 of the 2011 Act; and to prepare accounts which accord with the accounting records and to comply with the accounting requirements of the 2011 Act have not been met. or (2) to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached. Hill Lillis & Company Limited 33 Gainsborough Dr Mile Oak Tamworth B78 3PJ .February 2026 Page
Unitarian New Meeting, Edgbaston Financial Statements for the Year Ended 31st December 2024 Statement of Financial Activities 31.12.2024 31.12.2023 General fund Endowment fvnd Samaritan funds Total fvnds Total funds Notes INCOMING RESOURCES Incoming resources from subscriptions Gift Aid subscription Other subscriptions Collections al servi$ HMRC tax refund 1,028 1,028 1,421 316 305 316 305 135 Incoming resources from Rentsl Income Hall Rent received Car Park ts1Ved Willmott Dixon 7,509 21,005 34,192 7,509 21,005 34,192 9.871 19,800 27,7 Incoming rnsources from Investments Dividends received 27,793 27.793 Bank interest 26,403 12 12 Other Donations Income from Bookstall 3,000 3,000 6,000 Totsl Incoming resources 95.159 95.159 91.390 RESOURCES EXPENDED Ministry Costs Choir & Organist Establishment costs GA & other costs Admin Costs 31,338 3,320 45,771 1,990 12,881 31.338 3,320 45,771 1,990 12,881 26.585 1,872 22,650 2,905 10.212 Total resources exponded 95.300 95.300 64,224 NET INCOMINGIIOUTGOING RESOURCES 27,166 Investrnent assets gainslllosses) on disposal & revaluation at year end Net gains on disposal Investrnent revaluation gainlllossl 2,245 9.308 11,553 (10,6631 INCREASEI(DECREASE} IN FUNDS £2.104 £9.308 £0 £11,412 £16,503 Page
Unitarian New Meeting, Edgbaston Financial Statements for the Year Ended 31st December 2024 Summary of Expenditure 31-Dec-24 Endovmient samaritsns total 31-Dec-23 Endowment samaritan¥ total General General Ministry Costs Ministerfs slipend Pension & NIC Visiting Preachers Ministers expenses total 23,425 2,257 2,354 3,303 31,338 £ 23.425 2,257 2,354 3,303 £ 31,338 20,978 2,098 20,978 2.098 3,510 £ 26.586 £ 3.510 £ 26.586 Cholr & Oryanist Costs 3,320 £ 3,320 1,872 £ £ 1,872 Establlshment costs Heat Light & Water Insurnace premiums Building maintenance Cleanerl caretaker wages & Exps total 35.925 2,156 4,192 35.925 2.156 4,192 6.856 1,788 9.858 6,856 1,788 9.858 3.497 45.771 £ 3,497 £ 45,771 4,148 £ 22.650 £ 4,148 £ 22.650 GA & Other costs GA Meeting expenses GA Quots Unitarian College fee Ministerial Fellowship & Conference Other subscriptions total 700 700 700 100 700 100 400 890 1,990 £ 400 890 £ 1,990 1.320 785 2.905 £ 1,320 785 £ 2,905 Admin. costs Letting & Secretarial expenses Telephone costs Sundry Admin exps Charitsble donations Examination & accountancy Bank & professional Charges total 6,488 1,142 783 1.000 6,488 1.142 783 1,000 5.148 1,011 819 5,148 1.011 819 2,394 2,394 1.995 1.995 1,074 12.881 £ 1.074 £ 12,881 1,240 £ 10,213 £ 1,240 £ 10.213 Grand Total 95,300 £ £ 95.300 £ 64.226 £ £ 64.226 Paeg
Unitarlan New Meetlng, Edgbaston Flnancial Statements for the Year Ended 31st December 2024 Balance Sheet 31-Dec-24 General Endowment Samarltan8 31-Dec-23 General Endowment samaritan8 totsl totsl Value of funds at the start of the year Transfers between funds Net movement of Funds in the year Value of funds at 31 December 482,649 358,832 19 841,300 457,555 367,223 19 824,797 2,104 9,308 11,412 25,094 (8,591) £ 482,649 £ 358,632 £ 16,503 484,753 £ 367,940 £ 19 £ 852,712 19 £ 841,300 Invested in church and hall Investments at Market value Income tax reclaimable Amount owed befvrfeen funds sundry other reoivables Cash in deposits cash in current account total 350,000 88,344 350,000 454,691 350,000 86,099 350,000 443,138 366,347 357,039 (1,588) 529 1,569 19 {1,588) 1.813 1,569 19 529 1,813 51,813 489,098 4,346) 25 51,838 857,058 (4,346) 50,106 486,430 (3.781) 24 50,130 845,081 {3,781) 367,941 19 358,632 19 Less Sundry Payables Grand Total 484,752 £ 367,941 £ 19 £ 852,712 £ 482,649 £ 358,632 £ 19 £ 841,300 The financial statements were approved by the Board of Trustees on . February 2026 and were signed on its behalf by.. S Rickard Trustee Page 7
Unitarian New Meetlng, Edgbaston Flnancial Statements for the Year Ended 31st December 2024 Ststement of Investment Assets revaluation revaluation market value at gain/(lossl this gain/lloss b/fl 31 Dec 2024 vear Market value at 31 Dec 2023 Cost General Fund Investments held 6000 M&G Charifund Units 64,370.43 86,099.40 21,728.97 88,344.00 2,244.60 Endowment Fund investment held 24880.94 M&G Charifund Unlts 275,795.19 357,038.96 81,243.77 366,346.92 9,307.96 total £ 340,166.62 £ 443,138.36 £ 102,972.74 £ 464.690.92 £11,662.56 page
Unitarian New Meeting, Edgbaston Financial Statements for the Year Ended 31st December 2024 Notes to the Financial Statements ACCOUNTING PERIOD The reported accounts for both the current and prior year cover the year ending 31 December. 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 Recommended Practice, Accounting and Reporting by Charities. Incoming resources All incoming resources 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 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. 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 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 rtifIcateS are held in safe custody 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. Page 9
Unitarian New Meeting, Edgbaston Financial Statements for the Year Ended 31st December 2024 Notes to the Financial Statements - continued DONATIONS 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 2020 The Joan Lamb Memorial Trust, £2,500 2022 The Joan Lamb Memorial Trust, £2,000 2023 The Joan Lamb Memorial Trust, £6,000 2024 The Joan Lamb Memorial Trust, £3,000 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 Vvhitehouse, 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 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 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 1963 Gift in memory of W Byng and Norah Kenrick, £1,000 1963 A Wnn 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 This page does not form part of the statutory financial statements Page ID
Unitarian New Meeting, Edgbaston Financial Ststements for the Year Ended 31st December 2024 Notes to the Financial Statements - continued DONATIONS The Unitarian New Meeting Memorial Endowment Fund continued 1966 Miss B Demington, by will, £45 1 Os 3d 1967 Anonymous, £50 1969 Gift by Mrs Joyce Hudson in memory of her mother, Mrs M Megginson, £10 10s Od 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 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 ALJStin, £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 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 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 Martin Showell from Peggy Beale, Henry & 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 This page does not form part of the ststutory financial statements Page1(
Unitsrian New Meeting, Edgbaston Financial Ststements for the Year Ended 31st December 2024 Notes to the Financial Statements- continued DONATIONS The Unitarian New Meetlng Memorial Endowment Fund continu•d 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 Grft in Memory of Mrs Gladys Mccracken, £500 2017 June Midgley, by will £1000 2018 Joanne Skelt, by will £250 This page does not forrn part of the ststutory financial statements Page 12