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 

aut Page3 



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 De￿mber 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