OpenCharities

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator.

2020-12-31-accounts

THE RELIGIOUS SOCIETY OF FRIENDS (QUAKERS) IN BRITAIN

BOURNEMOUTH COASTAL AREA QUAKER MEETING

REGISTERED CHARITY NO 1134540

RECEIPTS AND PAYMENTS ACCOUNTS FOR THE YEAR ENDED 31 DECEMBER 2020

THE RELIGIOUS SOCIETY OF FRIENDS (QUAKERS) IN BRITAIN

BOURNEMOUTH COASTAL AREA QUAKER MEETING

YEAR ENDED 31 DECEMBER 2020

CONTENTS
Page
Trustees' Annual Report 1-8
Report of the Independent Examiner 9
Receipts and Payments account 10
Statement of Assets and Liabilities 11
Notes to the Accounts 12-13

BOURNEMOUTH COASTAL AREA QUAKER MEETING Charity number 1134540 Trustees Annual Report 1[st] January to 31[st] December 2020

Legal and Administrative information.

Constituent Meetings.

The Area Meeting comprises 6 local Meetings:-

Bournemouth and Fordingbridge, Lymington, New Milton, Poole, Swanage and Wimborne. Of these Bournemouth, New Milton and Poole have Meeting Houses. Their addresses

are:-

Quaker Meeting House, 16,Wharncliffe Road, Boscombe, Bournemouth BH5 1AH Quaker Meeting House, 30, Whitefield Road, New Milton, Hants BH25 6DF Quaker Meeting House, 52, Wimborne Road, Poole, Dorset BH15 2BY

Officers of the Area Meeting – 2020

Clerk: Tom Sanders (Poole) Assistant Clerks: Bonnie Brown (S), Rosemary Brown (B), Richard Bush (W), Jeremy Deane (P), Penny Estall (P), David Mason (NM), Pamela Roberts (B), Marguerite Willcox (L).

Treasurer (Acting): Penny Sanders (P) Registering Officer for Marriages: Penny Estall (P)

Trustees

Trustees who served during 2020 are:

Jeni Bremner (Lymington) – to March, Anna Clements (Poole) – to March, David Brown (Bournemouth) – from March, Ruth Bush (Wimborne, Clerk) – from March, Jeremy Deane (Poole, Clerk)- to March, Chris Gribble (P) – March to July, Alison Sepping (Poole, Assistant Clerk), Laura Sunderland (Lymington) – March to December, Brian Tripp (Bournemouth). Trustees serving at the date of signing this report:

David Brown (Bournemouth), Ruth Bush (Wimborne – Clerk), Ann Green (Poole, Treasurer), Kate Mellor (Poole), Alison Sepping (Poole, Assistant Clerk), Brian Tripp (Bournemouth).

Bankers

CAF Bank Ltd, Kings Hill, West Malling, Kent ME9 4TA. Co-operative Bank, 1, Balloon Street, Manchester M60 4EP. Triodos Bank, Deanery Road, Bristol, BS1 5AS. Shawbrook Bank, Lutea House, Warley Hill Business Park, The Drive, Great Warley Brentwood CM13 3BE.

Custodian Trustee

Friends Trusts Ltd, Friends House, 173,Euston Road, London NW1 2BJ Registered Charity 237698

Independent Examiner

Sue Wintle, Oak Accounting Ltd, 27, Bascott Road, Wallisdown, Bournemouth, BH11 8RJ.

1

Structure, Governance and Management

Bournemouth Coastal Area Meeting is a charity established for the advancement of religious understanding and practice such as derive from or bear witness to the principles and practices of the Religious Society of Friends (Quakers).

The principle activity is the holding of Meetings for Worship in the constituent local Meetings of Bournemouth and Fordingbridge Local Meeting (LM), Lymington LM, New Milton LM, Poole and Swanage LM and Wimborne LM.

The affairs of the Area Meeting are governed by Quaker Faith and Practice, the Book of Discipline of Britain Yearly Meeting of the Religious Society of Friends.

Bournemouth Coastal Area Meeting has overall responsibility for the spiritual, pastoral and financial affairs of the constituent local meetings. The separate accounts of the constituent meetings are consolidated into the examined accounts of the Area Meeting that are attached to this Trustees’ annual report.

The members of the Area Meeting are all those persons whose names are for the time being recorded in its official register.

The Governing Document was adopted by Area Meeting in session on 20/7/2008 (minute

7).

Trustees are appointed by the Area Meeting in accordance with this governing document. All trustees have signed a Declaration of Eligibility to serve as a trustee. Training of trustees, when required, is provided through courses offered by the Woodbrooke Quaker Study Centre in Birmingham and through on-line courses offered by ACAT (the Association of Church Accountants and Treasurers).

The aim of the trustees is to support the principal activities of the Area Meeting.

Public Benefit Statement

The trustees confirm that they have referred to the guidance contained in the Charity Commission’s general guidance on public benefit when reviewing the charity’s aims and objectives and in planning future activities.

We use our resources to deepen and share our spiritual experience and to support acts of witness which arise from our faith. Our local meetings for worship are open to all. We have no tests of belief: membership of our Society is open to anyone who is sincerely seeking truth. Our Meeting Houses are used by a variety of community groups.

Objectives and Activities

The object of the Area Meeting is the furtherance of the general religious and charitable purposes of the Religious Society of Friends (Quakers) in Britain in the area of Bournemouth Coastal Area Meeting and beyond. The principal activity is the holding of meetings for worship in the constituent local Meetings.

The Area Meeting, which meets six times a year, is the primary meeting for church affairs in the Bournemouth Coastal Area. Its role is to develop and maintain a community of Friends, a family of local meetings who gather for worship and spiritual enrichment. It strives to provide a balance between worship, mutual support, administration, learning, deliberation, social life and building up the spiritual life of its members.

The Area Meeting acts as a facilitator and co-ordinator, ensuring that the constituent local meetings have access to opportunities for fellowship, spiritual development, and spiritual and pastoral care, including the care of children and young people. It also provides support through the shared testing of concerns.

In order to provide the required support to local meetings, the Area Meeting arranges:-

2

The Area Meeting is also jointly responsible with Hampshire and the Islands Area Quaker Meeting for the Hampshire, South East Dorset and Islands Regional Quaker Gathering which meets twice a year.

Through much of 2020, because of the Covid- 19 pandemic, it has not been possible to meet physically for Worship, business or any other purposes. Meetings of all sorts have been held online, predominantly via zoom.

Strengthening the life and witness of our Quaker Meetings

It is our Meetings for Worship that lie at the heart of our Quakerism. Holding such Meetings in a time of Covid has been challenging. At the beginning of the year, Meetings for Worship were held each Sunday morning in Bournemouth, Lymington, New Milton, Poole and Wimborne, and in Swanage on one Sunday each month. Meetings for Worship were held in Fordingbridge three times a month.

Some of our Local Meetings were holding midweek Meetings for Worship.

In January Wimborne Friends were joined by some from Poole for a Kindlers Workshop Day on the subject of ‘Deepening our Worship’.

Poole, New Milton and Wimborne Meetings held regular Meetings for Worship for Healing and Poole Meeting held a ‘Day of Healing’ in March, which was attended by Friends from across the area.

Bournemouth, Poole, Lymington and Wimborne held Children's Meetings as required. All our Meetings held study and discussion groups on a wide range of subjects both in our places of worship and in Friends’ homes. These latter have been particularly helpful in our smaller Meetings.

Things have been less straightforward since mid-March this year due to the Covid-19 pandemic and the restrictions caused because of this.

From the beginning of the restrictions, on-line Area Meeting Meetings for Worship via Zoom have been held at 10.30am every Sunday morning. These have continued throughout the year.

During this period local Meetings have continued to use Zoom to strengthen their life and witness. They have held Meetings for Worship, study groups, Meetings for Healing and ‘Experiment with Light’. There have also been on-line social and business meetings both locally and across the area.

Not all Friends have been able to join in these on-line activities. Phone calls, letters, emails, helping with shopping, and visits, when allowed, have been important in enabling these Friends to continue to be part of our communities.

In the summer, once outdoor gatherings were permitted, Lymington and New Milton Meetings held Meetings for Worship in Friends’ gardens, restricting numbers when necessary. New Milton managed to facilitate ‘blended worship’, enabling Friends to participate either in person or on-line.

3

In June a Covid Group was set up, which worked with Premises Committees and the Bournemouth Wardens to develop systems, both for our own premises and those we rent, to prepare Meeting Houses and other worship venues to enable physically present worship, and also hirings, to take place in a Covid-secure way.

This presented challenges. We needed to develop systems for cleaning, signposting, social distancing, track and trace, etc.

After a lot of hard work by those involved, particularly Premises Committees and the Bournemouth Wardens, and using guidance provided by Friends House staff, these measures enabled a restricted number of Friends to meet in Bournemouth Meeting House from the beginning of August, and in Poole Meeting House in October. Lymington and Wimborne Meetings both needed to find new premises to rent, as there were problems with Covid security in their previous premises. Both these Meetings started Worshipping in their new venues in October, with clear Covid protocols in place. New Milton and Swanage Meetings continued to meet online.

These new systems were just getting well established when a new lock down was announced for November and made a return to online worship inevitable. When these restrictions were lifted in December, the Covid infection rate in the Bournemouth, Poole and Christchurch area was still high, and the decision was made not to restart Worship in Bournemouth or Poole Meeting Houses. Lymington and Wimborne Meetings did however hold physically present Meetings for Worship in December.

No Children’s Meetings have been held in the area during the pandemic.

Worshipping as an Area Meeting on-line over much of the year has enabled Friends from across the area to get to know each other better. It has also enabled Friends with more limited mobility or living outside our area to join in our Worship. However, it has also excluded Friends who for various reasons do not have access to, or have problems with, the necessary technology.

Another casualty of the pandemic has been our libraries, normally a focus for discussion and learning, which we have not been able to use for most of the year. Nonetheless the Poole librarian started an online book group and the Wimborne Librarian (who had the whole library in her home as a consequence of the Meeting’s change in venue) produced a list of recommended books each month, which were available in sanitised bags for Friends to collect by arrangement.

Spreading the message of Quakers and developing the thought and practice of our Religious Society.

In addition to the activities mentioned in the previous section, four of our Local Meetings produce regular newsletters and we also have a thrice-yearly Area Meeting Newsletter 'News and Views'. We have an Area Meeting website .

Posters with information about Quaker interests and activities are displayed at our Meeting Houses and have led to many of those using our buildings becoming interested in sharing our worship.

Outreach opportunities have been restricted by the pandemic, however, both Swanage and Wimborne Meetings have posters in their towns giving details of their Worship and

4

how to join them. In addition Swanage Meeting has developed a new website and has contributed two articles to the ‘Faith to Faith’ section of the local paper,

We have an Area Meeting representative on Churches Together in Dorset and all our Meetings are involved with interdenominational and interfaith groups. During the past year, these groups have been in touch mainly via email and online.

Undertaking Service for the Relief of Suffering at home and abroad.

Two Members from Poole and one from Wimborne are part of the Chaplaincy team at Poole Hospital; one Member from Bournemouth is part of the Chaplaincy and End of Life Team at Bournemouth Hospital.

A number of meetings are making financial donations and/or regular collections for their local Food Bank and individual Friends are acting as Food Bank volunteers

Bournemouth Meeting has maintained its commitment to B-CARS (Bournemouth Christians Against Rough Sleeping) and the YMCA, providing funding for a bed via Bournemouth Meeting's monthly frugal lunch, and collecting warm clothing and toiletries. They had been making plans to provide accommodation, food and support in the Meeting House for a week in April 2020 which was unfortunately unable to take place because of the COVID lockdown in place at that time. The money that had been raised was donated to a charity providing food to those housed in hotels through the government scheme during the emergency.

Meetings are working with other groups to provide refugees locally with housing and ongoing support.

Lymington Meeting has continued to work with ‘Milford Action for Refugees’ to provide financial support and friendship to a Syrian family who have settled locally. Poole and Wimborne Meetings continue their work as Sanctuary Meetings, committing to doing all they can to assist in welcoming and supporting refugees. They are represented on the Bournemouth and Poole ‘City of Sanctuary’ group. Individuals have been involved in various activities as a result of this, some of which ceased during the pandemic. Friends were able, however, to respond to specific requests for items needed.

Poole Meeting and several Wimborne Friends are part of a consortium that bought a house to house a Syrian family. The original agreement was for five years. It has now been agreed to extend it to ten years.

Service given by Meetings or members individually include: Serving as community mediators and trustees with New Forest Mediation; Participation in 'Circles of Support and Accountability’ for Sex Offenders and acting as a trustee for this charity; Another Friend is a trustee with ‘Routes to Roots’. Volunteering with food banks.

Provision of Christmas parcels and presents for families known to Poole Social Services.

Witness in the world.

In addition to the above:

Poole and Swanage Friends have continued to be active in raising awareness of and expressing concern about NHS plans for Dorset in general and Poole Hospital in particular. Poole Meeting has set up a special fund to cover the expenses of this concern.

5

Funding the concerns that Quaker Meetings both in the area of Bournemouth Coastal Meeting or beyond have adopted or agreed to support.

In normal years Local Meetings have supported many local, national and international charities by holding collections locally or by donating to Quaker organisations. They also continue to support Britain Yearly Meeting and Area Meeting through their financial contributions.

Local Meetings agree annual lists of charities to be supported from Sunday collections. Causes supported also include giving to appeals from other Meeting Houses. Poole Meeting has a ‘Disaster Relief Fund’; money raised at soup lunches is kept to be used to enable rapid response to appeals following major disasters. They also have a social action fund.

Bournemouth Friends use money raised from their soup lunches to help the local homeless. (See above).

Covid-19 has prevented the holding of soup lunches and the gathering of cash collections. Some Meetings have enabled Friends to earmark money given by standing order to be passed on to charities.

Others have held limited collections. Overall the money raised and passed on as been less than usual.

Providing for the pastoral care of individual members and attenders including assistance for those in need and for education.

Our Local Meetings provide pastoral care for their members and attenders either through appointed Overseers or by a system of group care.

Those meetings with children and young people provide encouragement and financial support for them to attend Quaker events.

The Area Meeting has an arrangement with ‘Due Diligence Checking Ltd’ to carry out criminal record checks on all those working with children. Local Meetings appoint Friends to ensure these are kept up to date.

Our Safeguarding policy was updated this year.

Poole Meeting provides a 'scribe' each Sunday to assist a profoundly deaf Friend. Financial support is also available for adults to take part in courses provided by Woodbrooke or other Quaker centres, either in person or online.

Supporting each other has been especially important during the pandemic. Great efforts have been made by large numbers of Friends to keep in touch by phone, letter and visiting (when allowed), particularly with those living alone and those not able to access worship and companionship online.

Maintaining and developing Quaker Meeting Houses as places for public worship and from which to carry out our witness into the world.

The fact that we were unable to use our Meeting Houses for much of the year has enabled a considerable amount of major repair work to be carried out at both Bournemouth and Poole Meeting Houses while causing minimal disruption. Nearly all the work recommended in the last quinquennial survey has now been completed and some additional decoration and alteration carried out.

Bournemouth Meeting House.

The roof of the George Fox Hall has been recovered using insulating material. While the scaffolding was in place various other necessary repairs, including the replacement of lead flashing, were carried out.

6

Poole Meeting House.

The Meeting Room has been renovated and redecorated and the lighting replaced with an LED system.

Considerable work has been done in the kitchen.

The toilet area has been completely redesigned to make it fully wheelchair accessible and the same time as dealing with problems of damp.

The cabin, formerly used as overflow accommodation for the Children’s Meeting, has been removed.

While the Meeting House was not in use regular inspections of the building were made to ensure that all was well with the building and a record kept of these inspections. New Milton Meeting House.

The Meeting House has not been in use for much of this year.

While it has not been used, it has been inspected weekly to ensure that all was well with the building.

Sustainability.

Bournemouth Meeting has replaced the roof of the main Meeting Room with insulating material.

New Milton Meeting has solar panels which provide electricity for the Meeting House and can be exported to the National Grid.

Poole Meeting has replaced its lights with LED ones.

The need to meet and communicate online during the past year has greatly reduced our need to travel. As we emerge from restrictions we will give much more thought to when and whether we need to meet in person.

Administering and maintainlng the organisation of Bournemouth Coastal Area Meeting and contributing to the support of Britain Yearly Meeting.

Area Meetings were held 6 times during the year and were attended by representatives from all our local Meetings.

The Area Meeting agrees a representative and an alternate to Meeting for Sufferings and to Quaker Life Representative Council.

A New Milton Friend has served on QPSW central committee, and local Friends have served BYM both as associate tutors at Woodbrooke and as part of the ‘Kindlers’.

Trustees have met 9 times during the year, once in person and 8 times online. Minutes are circulated to Local Meetings and a summary appended to Area Meeting agendas.

At the beginning of the year the group of trustees then serving were feeling overwhelmed by the amount of work expected of them and unsupported by the Area Meeting. Two trustees, one of them the Clerk to trustees, resigned, and a third had reached the end of her 6 years of service.

In March, fortunately just before lockdown was imposed, 4 new trustees were appointed. With the help of the Area Meeting Clerk, and the Acting Treasurer, the new group has worked hard to cope with both the background situation and Covid. The ability to meet via zoom has made it easier to meet more frequently.

The ‘Trustees Working Group (Finance)’, which was set up in November 2019, reported back in February. It was considered by trustees, and the recommendations made implemented with the help of local meeting treasurers.

7

The Covid-19 pandemic, and restrictions imposed because of it have impacted on the Area Meeting in very many ways – see above!

On the positive side, it has been possible to carry out major repairs to two of our Meeting Houses without causing disruption. Also, for the relatively modest cost of a zoom subscription, a large number of Friends have been able to maintain contact with each other through Worship, Business and social meetings.

Courses and conferences have taken place online, cutting down on both the cost of the course and the expense of travelling to take part.

Financially it has been more challenging.

Lettings of our Meeting Houses ceased completely between March and the summer. When it was possible for them to start again, the numbers permitted in each room were reduced to ensure social distancing, intensive regular cleaning was needed, and many previous hirers did not feel ready to return.

In November, lettings had to stop again for all groups except those designated as ‘Support Groups’.

During the first lockdown the decision was made not to apply to ‘furlough’ our Wardens. At that point, if we had done so, they would not have been able to work at all, and we needed them to be available to deal with the builders and look after the building. We had insurance which we believed would cover the loss of income from hirings, and substantial reserves.

In the autumn it became clear that our income from lettings was likely to continue to be very low for much longer than we had originally expected and was not likely to be covered by insurance. It was therefore agreed to part-furlough our Wardens, something by then allowed by government.

At the end of 2020 it was not yet clear whether we would be recompensed by our insurers for loss of hiring income. Since the beginning of 2021 we have received £18,000 from the insurers for this.

Across the Area Meeting our income from donations is also lower. This is, at least in part, explained by the fact that we have had no collection boxes at our Meetings, and that Friends who might normally have given a cheque to a local treasurer have not seen them to do this.

8

INDEPENDENT EXAMINER’S REPORT ON THE ACCOUNTS

Report to the trustees of Bournemouth Coastal Area Quaker Meeting

On accounts for the year ended 31st December 2020 Charity number: 1134540

Respective responsibilities of trustees and examiner

The charity’s trustees consider that an audit is not required for this year (under section 144(2) of the Charities Act 2011 (the Act)) and that an independent examination is needed.

It is my responsibility to:

Basis of independent examiner’s statement

My examination was carried out in accordance with General Directions given by the Charity Commissioners. 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 the 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 accounts.

Independent examiner’s statement

In the course of my examination, no matter has come to my attention:

  1. which gives me reasonable cause to believe that, in any material respect, the trustees have not met the requirements to ensure that:

  2. a. proper accounting records are kept (in accordance with section 41 of the Act); and

  3. b. accounts are prepared which agree with the accounting records and comply with the accounting requirements of the Act; or

  4. to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.

Signed: ………………………….

Date: ………………………….

Sue Wintle FMAAT

Accounting Technician

27 Bascott Road Wallisdown Bournemouth Dorset BH11 8RJ

9

THE RELIGIOUS SOCIETY OF FRIENDS (QUAKERS) IN BRITAIN

BOURNEMOUTH COASTAL AREA QUAKER MEETING

RECEIPTS AND PAYMENTS ACCOUNT FOR THE YEAR ENDED 31 DECEMBER 2020

Note
RECEIPTS
Voluntary income
Income from activities to generate funds
Investment income
Income from Quaker activities
Other income
Legacies
Total receipts
PAYMENTS
Contributions and grants
Costs of generating funds
Costs of Quaker activities
Support costs
1
Governance costs
Total payments
Net incoming resources before transfers
Transfers between funds
Acting as agent IN
Acting as agent OUT
Net movement in cash funds
Cash funds last year end
Cash funds this year end		 Unrestricted
Restricted
Total
Total
Funds
Funds
2020
2019
£
£
£
£
34,602
34,602
84,037
11,459
11,459
32,082
8,970
856
9,826
10,799
1,524
1,524
6,806
1,219
1,219
2,623
-
57,774
856
58,630
136,347
18,092
18,092
32,776
102
102
1,480
13,562
13,562
17,022
64,651
23,348
87,999
97,000
3,210
3,210
3,120
99,617
23,348
122,965
151,398
(41,843)
(22,492)
(64,335)
(15,051)
-
-
-
-
2,439
-
2,439
5,004
(2,286)
-
(2,286)
(5,433)
(41,690)
(22,492)
(64,182)
(15,480)
178,607
139,546
318,153
335,128
136,917
117,054
253,971
319,648

10

THE RELIGIOUS SOCIETY OF FRIENDS (QUAKERS) IN BRITAIN BOURNEMOUTH COASTAL AREA QUAKER MEETING

Statement of Assets and Liabilities at 31 December 2020

Note
Cash funds
Short term deposits
Cash at Bank and in Hand
Total cash funds
2
Debtors
Loans
Investment Assets
Unit trusts or collective investments
Total Assets		 Unrestricted
Restricted
Total
Total
Funds
Funds
2020
2019
£
£
£
£
6,353
-
6,353
133,946
123,871
117,055
240,926
185,702
130,224
117,055
247,279
319,648
2,000
-
2,000
1,000
55,244
-
55,244
52,779
187,468
117,055
304,523
373,427

Approved by the trustees on ______and signed on their behalf by

11

THE RELIGIOUS SOCIETY OF FRIENDS (QUAKERS) IN BRITAIN BOURNEMOUTH COASTAL AREA QUAKER MEETING Notes to the Receipts and Payments Accounts - year ended 31 December 2020

1 Analysis of Support Costs
Salaries, NI, pensions
Rent
Utilities
Cleaning
Sundry
Insurance
Garden
Repairs and renewals
Furniture and equipment
Materials and supplies
Capital items
Other support costs
Surveys, Professional fees
2 Analysis of cash funds
Balance 1 January 2020
Receipts
Payments
Transfers
Acting as agent IN
Acting as agent OUT
Balance 31 December 2020
3 Investments
Equity and income funds
4 Analysis of designated fun
Balance 1 January 2020
Receipts
Payments
Transfers
Balance 31 December 2020		 Wimborne
LM
-
965
-
-
-
-
-
-
-
-
-
-
-		 Poole &
Lymington
Bournemouth +
Area
New Milton
Total
Total
Swanage LM
LM
Fordingbridge LM
Meeting
LM
2020
2019

-
-
14,826
-
-
14,826
15,497

-
-
-
-
-
965
5,695

1,615
-
5,647
-
360
7,622
9,132

1,068
-
958
-
348
2,374
4,952

-
-
-
-
-
-
-

-
-
-
3,337
-
3,337
3,010

1,014
-
894
-
-
1,908
2,119

25,231
-
27,866
-
183
53,280
29,658

1,546
-
756
-
-
2,302
2,001

-
-
1,084
-
-
1,084
-

-
-
-
-
-
-
150

120
60
120
-
-
300
143

-
-
-
-
-
-
24,643
965
30,594
60
52,151
3,337
891
87,998
97,000
ds Unrestricted
Designated
Restricted
Total
Total
Funds
Funds
Funds
2020
2019
160,242
18,365
139,546
318,153
335,128
55,864
1,910
856
58,630
136,347
(97,742)
(1,875)
(23,348)
(122,965)
(151,398)
(1,600)
1,600
-
-
-
1,639
800
-
2,439
5,004
(1,786)
(500)
-
(2,286)
(5,433)
116,617
20,300
117,054
253,971
319,648
Unrestricted
Designated
Restricted
Total
Total
Funds
Funds
Funds
2020
2019
55,244
-
-
55,244
52,779
Courses and
Quinquennial
Swanage Local
Poole Local
Total
Total
Conferences
Survey
Meeting Legacy
Meeting
2020
2019
3,000
3,200
4,340
7,825
18,365
169,247
2,710
2,710
-
(2,375)
(2,375)
(811)
1,600
1,600
(153,047)
3,000
4,800
4,340
8,160
20,300
15,389

12

5 Analysis of restricted funds
Balance 1 January 2020
Receipts
Payments
Transfers
Balance 31 December 2020		 Bournemouth LM
Constance
Endowment
White &
Total
Total
Sustainability Fund
Waller Fund
Samuel White Fund
Nickelson Fund
2020
2019
131,636
4,117
3,161
631
139,545
7,924
836
10
8
2
856
817
(23,348)
(23,348)
(70)
-
130,874
109,124
4,127
3,169
633
117,053
139,545

The Samuel White Fund was set up in 1795 with a capital of £300. Its income can be used for the purpose of the relief of Poole Quakers.

The White Nickleson Fund was set up in 1774 with a capital of £400. Its income can be used for the purpose of the upkeep of Poole Meeting House and the relief of Poole Quakers.

The Constance Waller Fund was set up in 1954 with a capital of £1000. Its income can be used for the purpose of the upkeep of Bournemouth Meeting House and the relief of Poole Quakers.

Bournemouth LM Sustainability Fund - Alan Ivamy's will is intended to be "for the benefit of" Bournemouth Friends, and this includes use for the care and spiritual nurture of people and the support of buildings as required.

6 Analysis of cash funds by constituent Meeting

Opening balance 1 January
Movement during the year
Closing balance 31 December		 Wimborne
Poole &
Lymington
Bournemouth +
Area
New Milton
Total
Total
LM
Swanage LM
LM
Fordingbridge LM
Meeting
LM
2020
2019
2,050
47,635
4,451
201,656
49,135
13,227
318,153
335,128
231
(20,873)
747
(38,024)
(8,856)
2,592
(64,182)
(15,480)
2,281
26,762
5,198
163,632
40,279
15,819
253,971
319,648

7 Properties - Area Meeting Houses

The Area Meeting has three meeting houses. These are Bournemouth, Poole and New Milton. The value of these meeting houses is excluded from the accounts as the cost of obtaining professional valuations is not justified for the charity.

13