## **The Religious Society of Friends (Quakers) WEST WEALD AREA QUAKER MEETING**
**Annual report and accounts**
**For the year ended 31 December 2022**
**Reg. Charity No 1134523**
**The Religious Society of Friends (Quakers) WEST WEALD AREA QUAKER MEETING**
**Annual report and accounts For the year ended 31 December 2022**
**Administrative Information**
## **Charity's Principal Office/Address**
Dorking Quaker Meeting House Butter Hill, South Street Dorking RH4 2LE
## **Trustees**
The following were Trustees in 2022 and until the date in 2023 that the report was approved:
Rosemary Elias Audrey Garnett (until 30 September 2022) Jonathan Myall Kersti Wagstaff Roger Wilson
## **The charity’s key officers in 2022 were:**
Clerk of Area Meeting Trustees - Kersti Wagstaff Clerk of Area Meeting - John Manfield Treasurer - Rosemary Elias
## **Independent Examiner**
David Stephens BA FCCA Chartered Certified Accountant 13 Newlands Road Tunbridge Wells Kent TN4 9AS
## **Bankers:**
Triodos Bank, Deanery Road, Bristol BS1 5AS
## **Holding Trustee (Nominee):**
Friends Trusts Ltd, 173 Euston Road, London NW1 2BJ
Charity Number 1134523
## **WEST WEALD AREA QUAKER MEETING Annual report and accounts For the year ended 31 December 2022 TRUSTEES’ REPORT 2022**
## **GOVERNANCE**
West Weald Area Quaker Meeting is composed of seven local meetings in Surrey and West Sussex and manages six active Meeting Houses as managing trustees which are owned by Friends Trusts Ltd. as holding trustee.
The duties of Area Meeting Trustees are defined by the Terms of Reference given in Appendix 2 of the Area Meeting Handbook (Section 19.1). These responsibilities include (but are not limited to housing, employment, disability discrimination and equal opportunities, health and safety, and data protection. They are summarised in the West Weald Governing Document (adopted by the Area Meeting in November 2008 and amended April 2011 by Area Meeting Minute 11/18), November 2020 by Area Meeting Minute 20/31, and January 2022 by Area Meeting Minute 22/04(ii), and by the Terms of Reference already mentioned. The Trustees are appointed by Area Meeting in session to (inter alia) act as a channel of communication to and from their own local Meetings.
It is important to recognise that the Governing Document and Terms of Reference can be reviewed and revised when appropriate by Area Meeting in session. Thus, in these matters Area Meeting holds the ultimate authority and this is delegated to Trustees by Area Meeting. Any amendment to the Governing Document agreed by West Weald Area Meeting in session must be recorded by Minute of that Area Meeting (Governing Document 2008. Clause 7(i)). The Charity Commission must then be informed of the amendment. It is also open to Area Meeting to monitor and guide Trustees' performance in their duties.
Trustees oversee the compliance of West Weald Area Quaker Meeting with the legislation and regulations affecting its activities. They are responsible for keeping accounting records in accordance with section 130 of the 2011 Charities Act and for preparing accounts which accord with the accounting records and comply with the accounting requirements of the Act, and are also responsible for buildings and other assets. From May 2018 they also became responsible for ensuring that the Charity meets the requirements of the General Data Protection Regulations
The Quaker tradition affirms at each level the controlling position of our worshipping community in session. The Trustees prepare a budget before the start of each financial year, for approval by Area Meeting. Out-turn against budget is normally checked at each Trustees Meeting and a report is made to the next Area Meeting. If necessary the permission of Area Meeting is sought to amend the budget. The Trustees do not feel that Area Meeting needs to revisit the foregoing governance arrangements at this time.
During 2022 the Trustees met on six occasions for Meetings for Worship for Business. Because of the COVID pandemic, our Governing Document was amended in November 2020 to permit our meetings to be held on-line, and partly to protect vulnerable Trustees or members of their families from COVID infection. Trustees continued to meet in this way on the first five occasions in 2022; their sixth meeting was 'blended'. The Minutes of Trustees are, in accordance with Quaker tradition, agreed and signed at the Meeting to which they refer, and not at a later date. It was thus possible to circulate the Minutes of Trustees' Meetings to all local meetings immediately, and we also circulate our Minutes immediately to all Members and Attenders who have indicated a willingness to receive emailed papers. Additionally a report is given by the Clerk Trustees to each Area Meeting in session, and questions are taken at that time.
Area Meeting convened six times in session for Meetings for Worship for Business in 2022, again utilising online contact after the pandemic onset. The work, in addition to receiving reports from Trustees, included the appointment of various officers for West Weald and of representatives to
Quaker conferences, the receiving of reports, maintaining membership records and approving Annual Accounts.
Local Meetings hold periodic business Meetings (held in worship, after the practice of Friends) and manage their own accounts and maintenance programmes under the guidance and delegated authority of the Trustees. Their accounts are prepared and examined locally before being consolidated with the Area Meeting Accounts. Local Meetings now have provision for blended meetings (with some Friends in person in the meeting house and other joining via an interactive video link) to suit their own members and circumstances.
During 2022, Quinquennial Inspections were carried out at Dorking and Reigate Meeting Houses by Simon Dyson and Nicholas Weeden, respectively, both of Hanslip & Co.
Trustees have arranged for full insurance cover on our buildings, and Local Meetings have been reminded that they must meet the conditions imposed by our insurers including the periodic Health and Safety audit of our premises.
## **OBJECTIVES AND ACTIVITIES**
In detail our religious efforts were devoted to: i ) strengthening the life and witness of our Quaker meetings and beyond; ii) spreading the message of Quakers; iii) funding the concerns of Quaker meetings; iv) providing for the pastoral care of individual members and attenders including assistance to those in need and for education; v) maintaining and developing our meeting houses as places for public worship from which to carry our witness into the world; vi) administering and maintaining the organisation of our Area Meeting and contributing to the support of Britain Yearly Meeting.
It is normal for each of our Local Meetings to hold a public Meeting for Worship at least once a week. After the lifting of Government restrictions relating to Covid prevention, Local Meetings evolved a pattern of meeting in person and on-line (often a blend of the two) over the course of 2022, in line with their own risk assessments and those of their individual members. Meetings for Worship are advertised on Local Meeting websites and anyone is welcome to attend them. Our document of general guidance "Advices and Queries" encourages all our members to "work gladly with other religious groups in the pursuit of common goals…."and to"…enter imaginatively into the life and witness of other communities of faith creating together the bonds of friendship"
West Weald Area Meeting has care of the properties listed below:
Blue Idol Meeting, Coolham
Meeting House with warden flat & domestic residence (let). Stable (formerly known as Hovel Barn) & Burial Ground £1,533,930
Meeting House Grade II*; Stable Grade II
Capel Meeting Meeting House & domestic residence (let). Burial Ground and orchard. £748,916 Grade II
Dorking Meeting Meeting House & domestic residence (let) £1,420,562
Horsham Meeting
Meeting House & attached Cottage (occupied by resident volunteer) £817,138 Grade II
Ifield Meeting Meeting House & attached cottage (let) £1,616,500
Meeting House Grade 1; attached Cottage Grade II*; Mounting Block Grade II
## Reigate Meeting
Meeting House & Burial Ground. £737,028
The values given are the 2022 insurance values
The seventh Local Meeting meets at Claridge House, a property not owned by the Area Meeting and for which Trustees have no financial responsibility. The Claridge House Meeting does not have financial activities or produce annual accounts for consolidation in those of West Weald Area Quaker Meeting.
Local meetings are encouraged and required to undertake activities to guide and maintain our spiritual growth and to provide pastoral care and comfort to members and attenders. Based on our deeply held belief in the presence of God in every person, Friends try to put the Quaker testimonies of peace, non-violence, sustainability, equality, truth and integrity into action in their own lives, and to alleviate poverty and to promote social justice. Individual Friends continue to be involved in many humanitarian movements and organisations in this country and abroad.
Two Friends are appointed by Area Quaker Meeting as Governors of the William Penn School at Coolham, where a Restorative Practice programme instigated and initially financially supported by Friends is in practice. (This Voluntary Controlled Primary School is unique in that although controlled by the Local Authority, it has a Quaker foundation and the education delivered at the school follows our Quaker ethos very closely. The school land and buildings are owned by Friends Trusts Limited as Custodian Trustee, and are operated and managed by the West Sussex County Council. In common with other Voluntary Controlled Schools, no rent is paid for the land or premises).
Local Meetings support good causes by collecting money for them, and where this occurs these contributions are shown in the “Acting as Agent” category in the consolidated accounts. However, we must point out that this is not the total sum raised, as some meetings choose to appoint a responsible Friend to collect and forward their contributions direct to the good causes or charities concerned and these amounts are accordingly not reflected in the Area Meeting consolidated accounts.
## **PUBLIC BENEFIT STATEMENT**
This report shows how our resources have been applied and how the public benefits from our work. The charity’s Trustees have complied with their duty under the Charities Act 2011 to have due regard to public benefit guidance published by the Charity Commission. All Trustees give their time voluntarily and do not receive any personal financial benefit from the charity.
Our Meeting Houses are used by a wide range of local community groups at affordable fees in order to support and sustain such groups in their work for the general community. We also charge very beneficial ground rents to the Housing Associations whose properties are built in the grounds of Reigate and Ifield Local Meetings and at Ifield a Friend from Ifield Local Meeting offers support by serving on the Housing Association's management committee.
We believe that there is that of God in all people, so that those of all faiths and none deserve respect. Quakers work for understanding and for the peace which can flow from that understanding, and Local Meetings are members of Churches Together in their communities. Members of Dorking Meeting also volunteer and donate food to the foodbank run by Churches Together. The spirit of God is at work in the ordinary activities and experience of daily life, so in common with many other
religious groups, we try to enable ordinary people to live out their faith, learning and developing their knowledge and trust of the ways of God. Quakerism is rooted in Christianity, but acknowledges that our understanding of our own religious tradition may sometimes be enriched by by the insights of other faiths.
Members of the public may become associated with a Quaker meeting either as attenders or as full members – our meetings are open to the public and the benefits such as using our buildings or receiving financial assistance from the meeting are normally available to all members and regular attenders.
Where appropriate our Meeting Houses are open to the public on specific days, and we host groups of visitors interested in the history of our listed buildings. Our gardens and grounds are open to the open to the public to enjoy their peace and serenity.
Each meeting responds in different ways to local public needs. For example, _Dorking Meeting_ lets its Meeting House at affordable rates to local groups that serve the community in various ways. The Wednesday half-hour meeting for worship followed by lunch is well-attended by Dorking residents who appreciate the opportunity for socialising, and the lunch raises considerable funds for local charities. A member of Dorking Meeting chairs the Dorking Area Foodbank, and Dorking Friends have continued to support the Foodbank with donations of requested foods, financial donations or donations of time. Members of the Meeting actively supported Dorking Climate Emergency in raising awareness of the pollution of the local river, the River Mole, at a public meeting in February 2022. Subsequently two members of the Meeting set up a group to research the facts and take action over the problem.
_Horsham Meeting_ supports the recycling bins scheme managed by Sussex Green Living by having several bins in the front garden where people can bring various items to be sorted Nd recycled. A number of Horsham Friends also volunteer to assist in the refill service of Sussex Green Living's Green Hub every month, which has outgrown its original site at Horsham Meeting House and now takes place nearby at the United Reformed Church. Group hirings at Horsham Meeting House, such as by Amnesty International Horsham group, a Yoga group and Alcoholics Anonymous, have now to some extent returned to the levels seen before the pandemic.
_The Blue Idol_ Meeting House is in regular demand for retreat days by other churches because of its rural, quiet location, also attracting visitors in significant numbers from the UK and abroad because of its historical association with William Penn and the founding of Pennsylvania. All of this activity has not yet returned to pre-pandemic levels, but there have been group visits from Horsham Probus members and from the Horsham U3A Towns and Villages group. July brought the annual afternoon visit from William Penn School Leavers (11-year-olds) with a short talk followed by activities in the buildings and gardens. In August, members of the Meeting hosted a group of Ukrainian refugee families for the afternoon, and in September an evening from the Billingshurst scout group. The weekly Friday Open Days have continued to be limited to 3 hours rather than the pre-pandemic 6 because of the number of Friends shielding at home for other reasons no longer available to join the rota. On over half the Open Days no visitors arrived; plans for increased publicity are being considered. The annual Shipley Festival concert programme of classical music with readings was held at The Blue Idol in June. The Blue Idol Local Meeting is affiliated to the national Quiet Gardens movement and holds regular Quiet Garden days that are advertised to the public. The garden is always open to the public during daylight hours for rest and reflection.
Friends from _Claridge House_ Local Meeting support both financially and with time the healing work of Claridge House, holding Quiet Times for guests at the house and running a monthly Happy Café for those on retreat and the local community. They also held a Death Café for the local community in the last year.
In addition to a regular discussion group, _Ifield Meeting_ holds a weekly table tennis club that brings together some residents from the Camfield hostel, Quakers, and other local residents. The Meeting continues its affiliations with several Crawley groups: Crawley Interfaith Network, Crawley CND,
the Campaign Against Arms Trade, and Welcome Crawley. Their annual Hiroshima Day Vigil on 6 August attracts many local people from various Crawley groups and churches.
_Capel Meeting,_ which is small and has no members living locally, is hoping to be able to restart the regular coffee morning held for the village, and also the joint services once a year where they had visitors from the church on a Sunday morning - activities that fell into abeyance during the Covid pandemic. Capel Meeting hosts a community orchard in its grounds.
_Reigate Meeting_ members take part in a range of community activities. Some attend meetings of the local Churches Together environment group which shares knowledge and encourages local religious groups to work together to take action on the environment. The Reigate food bank collection lapsed over Covid and had not yet been revived in 2022. Some Reigate Friends also volunteer to assist local groups such as the local Fair Trade campaign, refugee support and the Samaritans.
Group hirings of Reigate Meeting House, such as by community education, healing and yoga groups, started to return to similar levels as before the pandemic. Where groups have an ethos and mission that local Quakers wish to support but have no funds, Reigate Meeting occasionally offer the use of facilities free of charge, for example supporting Extinction Rebellion in their larger meetings and events. The hiring income enables the meeting to acquire funds to support charities, including the work of the central Quaker Britain Yearly Meeting charity and the groups that it supports.
Reigate Meeting has ongoing affiliations with several local and national groups which include the local Churches Together network, CND and the Campaign Against Arms Trade.
## **ACHIEVEMENTS AND PERFORMANCE**
There is significant overlap between the previous section on public benefit, and this section. For conciseness we will not repeat here what has already been reported above.
Membership at the end of 2022 showed a decrease of five from the previous year, from 121 (corrected from the previously reported figure of 120) to 116. There were two new members, two transfers out, four resignations, one termination because the member's address could not be ascertained, and four deaths. Thus our number of members at the end of report period was 116 compared to 121 last year. These members were supported by a group of 100 Attenders who enjoy equivalent status and responsibilities as far as permitted by our Governing Document. The availability of worship online has again attracted members and Attenders who otherwise would have difficulty in participating in, or do not wish to drive to, Meeting for Worship. The number of adult Attenders and the number of children 'associated' with our Meetings all show an increase. We are deeply grateful for the service that both members and Attenders have devoted and continue to devote to our Meetings.
As noted in our previous three annual reports, we have been operating with the minimum number of Trustees, and during 2022 we remained very conscious of the need for more Members willing to serve. Area Meeting, which appoints trustees, have made all efforts to identify suitable new trustees. We continue to seek ways in which the operation of the trustee body can be made more efficient while maintaining the degree of oversight and support needed by our Local Meetings. The flat' organisational structures which have sustained the Quaker faith for over 350 years are consistent with the view that Trustees should be drawn from all Local Meetings and should, in effect, act as channels of communication with their Meetings, which in the modern world of increasing regulatory complexity is needed to maintain good practice throughout the Area Meeting.
Turning to our most fundamental purpose and duty, we are glad to be able to report that all our Local Meetings continued in 2022 to hold regular Meetings for Worship each Sunday morning either normally or on-line, and when possible both. These were open to all.
## **FINANCIAL REVIEW**
Our financial position in 2022 remained strong and enabled us to function without undue concerns about financing our activities including funding repairs to our Meeting Houses, other buildings and grounds. The repairs funded by Area Meeting centrally included £50,000 to enable Ifield Meeting to complete repairs to their roof. We are grateful to receive a legacy of £14,167 in 2022 from a former Reigate Friend which is available for the general purposes of the Area Meeting. Our earlier decision to put the Area Meeting investments under professional advice enabled us in 2022 to transfer £250,000 into investments administered by Fidelity under instruction from our investment advisers, Investing Ethically, who manage our investments in accordance with our Investment Policy. However our long-standing investments, held by Friends Trusts Ltd, as our nominee, were at the end of 2022 and at the date that this report was finalised still awaiting sale whilst security hurdles are cleared to enable the investments to be sold and the proceeds transferred to Fidelity through Investing Ethically.
I can state that no other serious incident or other matter occurred in 2022 that I should bring to the the attention of the Charity Commission.
On behalf of the Trustees of West Weald Area Quaker Meeting
KERSTI WAGSTAFF
Kersti Wagstaff Clerk to the Trustees Date: 10/10/2023 Religious Society of Friends (Quakers)
_Religious Society of Friends (Quakers)_ **WEST WEALD AREA QUAKER MEETING**
**Annual report and accounts For the year ended 31 December 2022**
## **RECEIPTS AND PAYMENTS**
|**Receipts**
Donations + contributions
Collections
Legacies and grants
Interest & Investment Inc
Lettings
Hirings
Gift Aid
Other
**Total receipts**
**Payments**
Charitable activities:
Premises
Contributions and subs
Administration
Property costs
Other
Governance
**Total payments**
**Net receipts/payments**
**Transfers:**
Area Mtg Quota
Other LM Paym'ts
Between funds
Acting as Agent, IN
Acting as Agent, OUT
_Sub-total_
**After transfers**
Balances b/fwd 1 January
**Balances c/fwd 31st Dec**||**Unrestricted**
**Funds**
**General**
**(Central funds)**
£|**Unrestricted**
**Funds**
**Designated**
**(LM funds)**
£|**Restricted**
**Funds**
£|**Permanent**
**Endowment**
**Funds**
£|**Total**
**2022**|**Unrestricted**
**Funds**
**General**
**(Central funds)**
£|**Unrestricted**
**Funds**
**Designated**
**(LM funds)**
£|**Restricted**
**Funds**
£|**Permanent**
**Endowment**
**Funds**
£|**_Total_**
**_2021_**
_£_|
|---|---|---|---|---|---|---|---|---|---|---|---|
||4|168|28,151|0||28,319|162|34,199|_0_||_34,361_|
|||0|2,093|0||2,093|_0_|_1,552_|_0_||_1,552_|
||5|14,167|0|0||14,167|_0_|_0_|_0_||_0_|
||6|5,614|868|0||6,482|_3,778_|_54_|_0_||_3,832_|
|||0|59,111|0||59,111|_0_|_72,774_|_0_||_72,774_|
|||0|31,216|0||31,216|_0_|_364_|_0_||_364_|
|||0|3,478|0||3,478|_0_|_4,569_|_0_||_4,569_|
|||0|16,285|0||16,285|_0_|_3,300_|_0_||_3,300_|
|||||||||||||
|||**19,949**|**141,202**|**0**|**0**|**161,151**|**_3,940_**|**_116,812_**|**_0_**|**_0_**|**_120,752_**|
|||||||||||||
||7|3,052
29,775
5,000
615
0
257,748
825|1,948|0||5,000|2,129|_1,841_|_0_||_3,970_|
||8||98,898|0||128,673|10,123|_119,524_|_0_||_129,647_|
||9||14,188|0||19,188|7,600|_19,470_|_0_||_27,070_|
||||5,957|0||6,572|1,294|_5,084_|_0_||_6,378_|
||||2,392|0||2,392|0|_2,243_|_10,427_||_12,670_|
||10||62,808|0||320,556|0|_0_|||_0_|
||11||0|0||825|825|_0_|_0_||_825_|
|||||||||||||
|||**297,015**|**186,191**|**0**|**0**|**483,206**|**_21,971_**|**_148,162_**|**_10,427_**|**_0_**|**_180,560_**|
|||||||||||||
|||**-277,066**|**-44,989**|**0**|**0**|**-322,055**|**_-18,031_**|**_-31,350_**|**_-10,427_**|**_0_**|**_-59,808_**|
|||||||||||||
||12|12,442|-12,442|0||0|12,160|-12,160|_0_||_0_|
||13|-70,000|70,000|0||0|-46,383|46,383|_0_||_0_|
|||0|0|0||0|0|_0_|_0_||_0_|
||14|6,704|5,719|0||12,423|6,704|40,177|_0_||_46,881_|
||14|-5,028|-5,715|0||-10,743|-6,704|40,263|_0_||_-46,967_|
|||||||||||||
|||**-55,882**|**57,562**|**0**|**0**|**1,680**|**_-34,223_**|**_11,922_**|**_0_**|**_0_**|**_-86_**|
|||||||||||||
|||**-332,948**|**12,573**|**0**|**0**|**-320,375**|**_-52,254_**|**_2,787_**|**_-10,427_**|**_0_**|**_-59,894_**|
|||||||||||||
|||||||||||||
|||852,820|243,793|48,937|41,732|1,187,282|_905,074_|_241,006_|_59,364_|_41,732_|_1,247,176_|
|||||||||||||
|||**519,872**|**256,366**|**48,937**|**41,732**|**866,907**|**_852,820_**|**_243,793_**|**_48,937_**|**_41,732_**|**_1,187,282_**|
5
_Religious Society of Friends (Quakers)_ **WEST WEALD AREA QUAKER MEETING Annual report and accounts For the year ended 31 December 2022**
**STATEMENT OF ASSETS AND LIABILITIES at 31 December 2022**
|**Cash Funds**
Short term deposits
15
Cash at bank and in hand
**Other monetary assets**
Debtors
Loans receivable
16
**Investment assets**
Investments
17
Investments + LM Funds
18
**Liabilities**
Creditors
19
Loans payable|**Unrestricted**
**Unrestricted**
**Restricted**
**Permanent**
**Total**
**Funds**
**Funds**
**Funds**
**Endowment**
**2022**
**General**
**Designated**
**Funds**
**(Central funds)**
£
£
£
£
**(LM funds)**|**Unrestricted**
**Unrestricted**
**Restricted**
**Permanent**
**Total**
**Funds**
**Funds**
**Funds**
**Endowment**
**2022**
**General**
**Designated**
**Funds**
**(Central funds)**
£
£
£
£
**(LM funds)**|**Unrestricted**
**Unrestricted**
**Restricted**
**Permanent**
**Total**
**Funds**
**Funds**
**Funds**
**Endowment**
**2022**
**General**
**Designated**
**Funds**
**(Central funds)**
£
£
£
£
**(LM funds)**|**Unrestricted**
**Unrestricted**
**Restricted**
**Permanent**
**Total**
**Funds**
**Funds**
**Funds**
**Endowment**
**2022**
**General**
**Designated**
**Funds**
**(Central funds)**
£
£
£
£
**(LM funds)**|**Unrestricted**
**Unrestricted**
**Restricted**
**Permanent**
**Total**
**Funds**
**Funds**
**Funds**
**Endowment**
**2022**
**General**
**Designated**
**Funds**
**(Central funds)**
£
£
£
£
**(LM funds)**|**Unrestricted**
**Unrestricted**
**Restricted**
**Permanent**
**Total**
**Funds**
**Funds**
**Funds**
**Endowment**
**2022**
**General**
**Designated**
**Funds**
**(Central funds)**
£
£
£
£
**(LM funds)**|
|---|---|---|---|---|---|---|
||81,257||0|41,732||122,989|
||438,615|256,366|48,937|||743,918|
||**519,872**|**256,366**|**48,937**|**41,732**||**866,907**|
||||||||
|||3,703||||3,703|
|||||80,000||80,000|
||**0**|**3,703**|**0**|**80,000**||**83,703**|
||||||||
||79,288|||293,538||372,826|
||266,519|||||266,519|
||**345,807**|**0**|**0**|**293,538**||**639,345**|
||||||||
||1,676|320|0|0||1,996|
||0|0|0|0||0|
||**1,676**|**320**|**0**|**0**||**1,996**|
Approved by the trustees
KERSTI WAGSTAFF Kersti Wagstaff
10 October 2023 Dated
6
The Religious Society of Friends (Quakers) WEST WEALD AREA QUAKER MEETING
Annual report and accounts
For the year ended 31 December 2022
## **Notes to the Consolidated Accounts: notes 1 - 3 and 18 not referenced in the accounts**
## **1. Unrestricted Funds**
These are General Funds which can be used for the ordinary purposes of the Area Meeting. Designated funds are General Funds held by the Local Meetings and used for their own Local Meeting purposes.
## **2. Restricted Funds**
Restricted funds are funds which have been given for a specific purpose by the donor and may only be used for that specific purpose.
## **3. Endowment Funds**
Permanent endowment funds are funds the capital of which must be maintained; only income arising from the investment of the endowment may be used either as restricted or unrestricted depending upon the purpose for which the endowment was established.
## **Notes on the Central AM Fund**
**4. Donations and contributions - £168** contributions given by Friends other than by Local Meeting Quotas.
**5. Legacies and grants - £14,167** legacy to the Area Meeting from Richard Jennings of Reigate Meeting for general funds.
**6. Interest & Investment income - £5,614:** £1,256 Building Society Interest, £731 Bank Interest + £3,627 dividends. Dividends from following investments held (not all paid dividends in 2022): Aberdeen Global Sustainable Responsible Inv. Equity A Inc, Columbia Threadneedle (formerly F & C) Responsible UK Income 2 Inc, Columbia Threadneedle Responsible UK Equity 2 Inc. Janus Henderson Global Sustainable Equity Fund A Inc, Premier Miton Responsible Equity A Inc, Aegon Ethical Equity Fund Class A Acc., and Jupiter Ecology Fund L Class Inc. which were all held by Friends Trusts Ltd as custodian trustee at 31 December 2022.
**7. Charitable Activities - £3,052** includes £1,570 to enable Young Friends to attend Quaker Summer Events and Junior Yearly Meeting, £814 for Personal Spiritual Growth courses and £538 for Committee and Conference attendance.
**8. Premises - £29,775:** Includes £5,619 insurance, £12,023 for drainage in Capel Meeting House garden and burial ground, £4,630 for fencing and access trackway works at the West Chiltington Burial Ground and £3,423 for replacing windows at Capel Meeting House.
**9. Contributions and subs** - **£5,000** contribution to Britain Yearly Meeting.
**10. Other - £257,748:** £250,000 from Oxted sale proceeds to Fidelity/Investing Ethically to place in ethical investments, £1,564 and £2,284 respectively for the Reigate and Dorking Quinquennial Inspections, £2,300 for Investment management advice.
**11. Governance - £825** : Independent Examiner's fee.
**12. AM Quota - £12,442:** contributions to Area Meeting from LMs in 2022.
**13. Other LM payments - £70,000:** £50,000 to Ifield LM to complete major works and £20,000 to The Blue Idol for workshop project.
**14. Acting as Agent IN and OUT -** The AM received the £6,704 rent on the EE Mast which is then passed to The Blue Idol LM **.** However the final rent payment of £1,676 was received on 22/12/2022 and was not reimbursed before 31/12/2022.
**15. Short term deposits - Balances at 31 December 2022:** General Fund: ICOF £500, Ecology BS £78,617 + Yorkshire BS £2,139.96. Permanent Endowment: Ecology BS £6,383 + Yorkshire BS £35,349.
**16. Permanent Endowment Funds -** The £80,000 shown is the Reigate LM Rebuilding and Improvement Fund
**17. Investments -** Details of these investments are given at Note 6 (above).
**18. Investments + LM Funds - £266,519** new investments made in 2022 from Oxted sale proceeds (see Note 10 above) The LM funds re under the control of the LMs and any queries should be addressed to their Treasurers.
**19. Creditors - £1,676** owed by AM to The Blue Idol (see Note 14 above)
## **20. Reserves Policy**
CC19. 3.1: "Reserves are that part of a charity's unrestricted funds that is freely available to spend on any of the charity's purposes". We have considered the unrestricted funds we need to reserve.
Building maintenance costs: We have had recent heavy expenditure on two of our oldest buildings: The Blue Idol and Ifield Meeting Houses. We have a programme of Quinquennial Inspections and so would not expect to have significant unexpected costs arising in the near future, however, it is recognised that the relatively recent repairs costing in excess of £500,000 incurred at The Blue Idol were not identified at the regular Quinquennial inspection. We consider it would accordingly be prudent
The Religious Society of Friends (Quakers) WEST WEALD AREA QUAKER MEETING
Annual report and accounts For the year ended 31 December 2022
to set aside £162,500 for future unexpected building maintenance on our ancient and listed buildings so as not to delay work for fundraising. Projects: The AM has agreed to provide a further £47,000 to The Blue Idol LM for their workshop project and what may need to be £80,000 to Horsham LM to complete work necessary to the Meeting House roof: £127,000 is set aside for these projects. Annual Expenditure: We have also decided to set aside 50% of our normal expenditure across the AM for 2022 so: £116,603. Closure costs: Where a Meeting House closes the costs incurred can be met by the sale of the that particular Meeting House. The cost of closing the Area Meeting itself is expected to involve fees for advice including legal advice. These combined costs are estimated to be approximately £45,000.
In accordance with the above policy we consider than an Unrestricted Reserve at 31 December 2022 of £500,000 **(** £500,000 2021) would be prudent. Our present reserves exceed this figure. We will review the position further in considering and setting our 2023 Budget.
## _Religious Society of Friends (Quakers)_ **WEST WEALD AREA QUAKER MEETING**
**Annual report and accounts For the year ended 31 December 2022**
## **UNRESTRICTED FUNDS - DESIGNATED**
|**[] Unrestricted Funds**
**Receipts**
Donations
Collections
Legacies
Interest & Investment Income
Lettings
Hirings
Gift aid
Other
**Total receipts**
**Payments**
Activities:
Premises:
Contributions and subscriptions
Administration
Property costs
Other
Governance
**Total payments**
**Net receipts/payments**
**Transfers:**
Area Meeting Quota
Other LM Payments
Between funds
Acting as Agent, IN
Acting as Agent, OUT
_Sub-total_
**After transfers**
Balances brought forward 1 January
**Balances c/fwd 31st December**|20||**Blue Idol**
**LM**
£|**Capel**
**LM**
£|**Dorking**
**LM**
£|**Horsham**
**LM**
£|**Ifield**
**LM**
£||**Reigate**
**LM**
£|£||**Total**
**2022**
£|**_Total_**
**_2021_**
_£_|
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
||||6,264|1,980|10,368|5,011|2,350||2,178|||28,151|_34,199_|
||||527|907||483|176|||||2,093|_1,552_|
|||||||||||||0|_0_|
||||40||83|56|30||659|||868|_54_|
||||19,078|13,062|16,200||10,771|||||59,111|_72,774_|
||||180||3,939|16,708|||10,389|||31,216|_364_|
||||1,491|||1,114|401||472|||3,478|_4,569_|
||||196||425|500|15,164|||||16,285|_3,300_|
|||||||||||||||
||||**27,776**|**15,949**|**31,015**|**23,872**|**28,892**||**13,698**|||**141,202**|**_116,812_**|
|||||||||||||||
||||466||965|332|185|||||1,948|1,841|
||||11,323|17,383|31,260|17,095|17,059||4,778|||98,898|119,524|
||||750||10,060|1,825|80||1,473|||14,188|19,470|
||||||867|4,081|19||990|||5,957|5,084|
||||2,392|||||||||2,392|2,243|
||||200||||62,608|||||62,808|0|
|||||||||||||||
|||||||||||||||
||||**15,131**|**17,383**|**43,152**|**23,333**|**79,951**||**7,241**|||**186,191**|**_148,162_**|
|||||||||||||||
||||**12,645**|**-1,434**|**-12,137**|**539**|**-51,059**||**6,457**|||**-44,989**|**-31,350**|
|||||||||||||||
||||-3,268|-850|-3,440|-2,580|-430||-1,874|||-12,442|_-12,160_|
||||20,000||||50,000|||||70,000|_46,383_|
|||||||||||||0|_0_|
||||2,594||1,462||1,663|||||5,719|_40,177_|
||||-2,591||-1,461||-1,663|||||-5,715|_-40,263_|
|||||||||||||||
||||**16,735**|**-850**|**-3,439**|**-2,580**|**49,570**||**-1,874**|||**57,562**|**34,137**|
|||||||||||||||
||||**29,380**|**-2,284**|**-15,576**|**-2,041**|**-1,489**||**4,583**|||**12,573**|**2,787**|
|||||||||||||||
|||||||||||||||
||||39,353|10,840|63,869|35,026|35,216||59,489|||243,793|_241,006_|
|||||||||||||||
||||**68,733**|**8,556**|**48,293**|**32,985**|**33,727**||**64,072**|||**256,366**|**243,793**|
8
|||_Religious Society of Friends(Quakers)_|_Religious Society of Friends(Quakers)_|_Religious Society of Friends(Quakers)_|_Religious Society of Friends(Quakers)_|_Religious Society of Friends(Quakers)_|||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
||||**WEST WEALD AREAQUAKER MEETING**||||||||||
||||||||||||||
||||**Annual report and accounts**||||||||||
||||**For theyear ended 31 December 2022**||||||||||
||||||||||||||
||||**RESTRICTED FUNDS**||||||||||
||||||||||||||
||19||**Ifield**||**Reigate**|**Total**|||**Ifield**||**Reigate**|**Total**|
||||**Appeal**||**Bequest**|**2022**|||**Appeal**||**Bequest**|**2021**|
||||||**Fund**||||||**Fund**||
||||||||||||||
|||£|£|£|£|£||£|£|£|£|£|
||||||||||||||
||||||||||||||
|**Receipts**|||||||||||||
|Donations||||||0||||||0|
|Collections||||||0||||||0|
|Legacies and grants||||||0||||||0|
|Interest & Investment Inc||||||0||||||0|
|Lettings||||||0||||||0|
|Hirings||||||0||||||0|
|Fundraising||||||0||||||0|
|Other|||0|||0|||0|||0|
||||||||||||||
|**Total receipts**|||**0**||**0**|**0**|||**0**||**0**|**0**|
||||||||||||||
|**Payments**|||||||||||||
|Activities:||||||0||||||0|
|Premises:||||||0||||||0|
|Contributions and subs||||||0||||||0|
|Administration||||||0||||||0|
|Restoration project||||||0|||10,427|||10,427|
|Other||||||0|||||||
|Governance|||||||||||||
||||||||||||||
|**Totalpayments**|||||**0**|**0**|||**10,427**|**0**|**0**|**10,427**|
||||||||||||||
|**Net receipts/payments**|||||**0**|**0**|||**-10,427**|||**-10,427**|
||||||||||||||
|**Transfers:**|||||||||||||
|Area Meeting Quota|||||||||||||
|Other LM Payments||||||0||||||0|
|Between funds||||||0||||||0|
|Acting as Agent, IN||||||0||||||0|
|Acting as Agent, OUT||||||0||||||0|
||||||||||||||
|_Sub-total_|||**0**||**0**|**0**|||**0**|**0**|**0**|**0**|
||||||||||||||
|**After transfers**|||**0**||**0**|**0**|||**0**|||**-10,427**|
||||||||||||||
||||||||||||||
|Balances b/ fwd|||||48,937|48,937|||10,427||48,937|59,364|
||||||||||||||
|**Balances c/fwd**|||**0**||**48,937**|**48,937**|||**0**||**48,937**|**48,937**|
||||||||||||||
9
## **The Religious Society of Friends (Quakers) WEST WEALD AREA QUAKER MEETING**
## **Annual report and accounts For the year ended 31 December 2022**
## **Independent Examiner's Report to the Trustees of West Weald Area Meeting**
I report on the accounts of the trust for the year ended 31 December 2022.
## **Respective responsibilities of Trustees and examiner**
The charity's Trustees are responsible for the preparation of the accounts.
## It is my responsibility to:
(i) examine the accounts under section 145 of the 2011 Charities Act (the Act);
(ii) to follow the procedures laid down in the general Directions given by the Charity Commission under section 145 of the Act; and
(iii) to state whether particular matters have come to my attention.
## **Basis of independent examiner's 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 I do not express an audit opinion on the view given by the accounts.
## **Independent examiner's statement**
In connection with my examination, no matter has come to my attention:
- (a) which gives me reasonable cause to believe that in any material respect the requirements;
- (i) to keep accounting records in accordance with section 130 of the Act; and
- (ii) to prepare accounts which accord with the accounting records and comply with the accounting requirements of the Act;
have not been met; or
- (b) to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.
## DAVID STEPHENS
Signed 10 October 2023
Dated
David Stephens BA FCCA Chartered Certified Accountant 13 Newlands Road Tunbridge Wells Kent TN4 9AS
10