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THE RELIGIOUS SOCIETY OF FRIENDS (QUAKERS) IN BRITAIN BOURNEMOUTH COASTAL AREA QUAKER MEETING
YEAR ENDED 31 DECEMBER 2022
| CONTENTS | |
|---|---|
| Page | |
| Trustees' Annual Report | 1-7 |
| Report of the Independent Examiner | 8 |
| Receipts and Payments account | 9 |
| Statement of Assets and Liabilities | 10 |
| Notes to the Accounts | 11-12 |
BOURNEMOUTH COASTAL AREA QUAKER MEETING Charity number 1134540 Trustees Annual Report 1[st] January to 31[st] December 2022
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 – 2022
Clerk: Penny Estall (Poole) Assistant Clerk: Susan Green (Wimborne) Clerks’ Team: Bonnie Brown (S), Rosemary Brown (B), Richard Bush (W), Jeremy Deane (P), David Mason (NM), Pamela Roberts (B), Marguerite Willcox (L). Treasurer: Ann Green (P)
Assistant Treasurer: Tom Sanders (P) Registering Officer for Marriages: Penny Estall (P)
Trustees
Trustees who served during 2022 are:
David Brown (Bournemouth), Ruth Bush (Wimborne, Clerk), Ann Green (Poole, Treasurer), Kate Mellor (Poole), Alison Sepping (Poole, Assistant Clerk), 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.
Page 1 of 7
Structure, Governance and Management
Bournemouth Coastal Area Quaker 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 principal 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). It was amended by Area Meeting in session on 23/5/2021, and again on 22/5/22. 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) and the Charity Commission.
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.
Page 2 of 7
In order to provide the required support to local meetings, the Area Meeting arranges:-
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Meetings for Elders, Pastoral Friends, Clerks and Treasurers.
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A weekend residential gathering approximately every two years – most recently in September 2021.
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Representatives to attend Meeting for Sufferings and the Representative Councils of BYM
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Attendance at the General Meetings of some Quaker Schools in Southern England
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Training courses for those undertaking responsibilities in their Meetings
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Assistance with the maintenance of property owned by the Area Meeting.
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.
Although the ending of Covid restrictions means that meeting in person is now possible, continued anxiety about infection among some members, and the realisation of the possibilities of meeting online, have meant that during this year all but one of our Area Meetings and both Regional Gatherings have been held online .
In line with government guidelines, we amended our Governing Document in March to allow Trustees’ Meetings to be held online.
Strengthening the life and witness of our Quaker Meetings
It is our Meetings for Worship that lie at the heart of our Quakerism. The experience of the Covid-19 pandemic has meant that the way we hold these Meetings has changed to enable as many Friends as possible who wish to take part in our worship to do so. Our weekly Sunday morning online Area Meeting Meetings for worship have continued, as has the Poole Midweek online Meeting for Worship.
At the beginning of the year Covid infection rates in our area remained high and numbers of Friends feeling able to attend Meetings for Worship in person were smaller than usual as a result. However at all our Meetings numbers of Friends attending in person have gradually increased throughout the year.
Bournemouth, Fordingbridge, Lymington, New Milton, Poole and Wimborne Meetings have all held in person Meetings for Worship taking measures to protect those attending from infection.
Bournemouth, New Milton and Poole Meetings meet in person weekly.
Lymington and Wimborne Meetings meet in person twice a month and Fordingbridge Friends meet monthly in a Friend’s home.
Swanage Friends have continued to worship online twice monthly and New Milton Friends have held an online Meeting for Worship at the same time as their in person one. Attempts at blended worship in New Milton and Poole have had mixed results.
Bournemouth Meeting welcomed children to Meeting for Worship again from April. Other local Meetings provided activities for children when they were needed.
Meetings have held study groups both on-line and, increasingly as the year went on, in person. Topics have ranged from studying ‘Quaker Faith and Practice’ to ‘Climate Justice’ and an online regular midweek ‘Meeting for Quiet Reflection’ started in the summer. An online Area Meeting ‘Light Group’ is held weekly.
Page 3 of 7
During the summer, when it was possible to gather outside, Meetings across the Area held Meetings for Worship and other activities in Friends’ gardens and other outdoor places. An outing to Hillfield Priory for a retreat day, organised by Bournemouth Friends but involving Friends from across our Area, was greatly appreciated by all who took part.
Our libraries have always been a valued resource for our Meetings. One of our Elders has begun the process of cataloguing the books in all our libraries with the aim of enabling Friends across the Area to share these resources.
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, we have a thrice yearly Area Meeting Magazine, ‘News and Views’, and four of our Local Meetings produce regular newsletters.
We have an Area Meeting website and 3 of our Local Meetings also have their own website.
Posters with information about Quaker interests and activities are displayed at our Meeting Houses and have led to some of those using our buildings becoming interested in sharing our worship.
Both Swanage and Wimborne Meetings have posters in their towns giving details of their Worship and how to join them.
We have an Area Meeting representative on Churches Together in Dorset and all our Meetings are involved with interdenominational and interfaith groups.
These groups having met mainly online for the past 2 years, it was a great joy to be able to hold in person ecumenical worship during the ‘Week of Prayer for Christian Unity’ in January.
A Wimborne Friend with close ties to the Church of England was elected to the General Synod of that church. He hopes that by doing this he may be able to influence the Anglican position on same sex relationships and marriages.
Undertaking Service for the Relief of Suffering at home and abroad.
Individual Friends have been involved in the Chaplaincy and ‘End of Life’ teams at Bournemouth and Poole Hospitals but their activities in carrying out this service have continued to be restricted during this year in the aftermath of Covid.
A number of meetings are making financial donations and/or regular collections for their local Food Bank and individual Friends across the area are acting as Food Bank volunteers.
The Area Meeting Sanctuary group formed last year has met regularly and is involved in the Bournemouth and Poole ‘City of Sanctuary’ group.
There has been involvement across the area with individuals and their families and items needed have been collected and delivered, including bicycles, chess sets and clothing among other things.
Page 4 of 7
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.
Another consortium, based on a local church, has arranged to cover the rent of 2 houses in the area, one housing a Ukrainian family and one an Afghan family. Members of Local Meetings across the Area are involved in this.
Other service given by Meetings or members individually includes: 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’, a local charity working with those without homes.
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:-
Friends who had been involved in making panels for the ‘Loving Earth Project’, which originally was focussed on a display at Cop 26 last year, have arranged a display of these panels in Bournemouth main library at the beginning of next year. They arranged open sewing workshops in the library during the autumn to raise interest in this and awareness of it.
Swanage Friends ran a series of Peace Workshops during the autumn in a café in what once was a church in Wareham. These were well attended and well received.
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.
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.
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.
Page 5 of 7
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 Pastoral Care Friends 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 and vulnerable adults. Local Meetings appoint Friends to ensure these are kept up to date.
. Our Safeguarding policy was updated last year. Plans for an in person Safeguarding Training Day in September for Friends holding positions of responsibility across the Area Meeting were put on hold when it became clear that very few Friends felt confident to participate in this when Covid rates across the area remained high. We also updated our Health and Safety Policy this year.
Financial support is 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.
We have set up an Area Meeting Mental Health Group to help us consider some of the mental health issues that have emerged over recent years.
Maintaining and developing Quaker Meeting Houses as places for public worship and from which to carry out our witness into the world.
Both Bournemouth and Poole Meetings used the times during the pandemic when the Meeting House buildings were not being used to carry out maintenance and improvement work on their buildings.
Quinquennial Surveys carried out on all three Meeting Houses in August gave much food for thought. Poole Meeting felt that most of the issues arising could be dealt with straightforwardly. Both Bournemouth and New Milton Meetings, with the help of trustees, will be working on prioritising the work needed to be done in the New Year.
By the end of the year all 3 Meetings were conscious of the effect of rising fuel prices on the cost of running and maintaining their buildings.
Hirings of all 3 Meeting Houses ceased during the earlier part of the pandemic and this was followed by a period when only ‘Support Groups’ could meet. Some hirers have now moved to meeting online and others have been slow to return to coming together in person. Loss of hiring income in Bournemouth during the pandemic was eventually reclaimed from our insurance, but this did not cover the losses due to the slow return of hirers post pandemic,
In Bournemouth, the combination of the stalwart efforts of our Wardens, the introduction of the Hallmaster booking scheme, and the gradual improvement of the website to link better
Page 6 of 7
with this system, have all contributed to a steady increase in the use of the building over the year.
New Milton Meeting House has provided a venue for medically prescribed Cookery Classes, AA and Youth AA as well as Meetings for Worship.
Sustainability.
Bournemouth Meeting has replaced the roof of the main Meeting Room with insulating material and Friends have been conscious of environmental factors when planning the refurbishment of their washrooms. During colder weather they held Meetings for Worship in a smaller room that was cheaper and easier to heat.
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 pandemic greatly reduced our need to travel. It has caused us to rethink how we hold many of our meetings, especially business meetings, many of which we are now holding online.
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.
Local Friends have served BYM both as associate tutors at Woodbrooke and as part of the ‘Kindlers’.
Trustees have met 6 times during the year, all online. Minutes are circulated to all Local Meetings and a summary appended to Area Meeting agendas.
We have realised that we, as an Area Meeting, need to find new ways to manage our finance and our buildings. The ‘Area Meeting Way Forward Group’, set up last year, has been working throughout the year.
In the meanwhile, we have appointed a book keeper, on a trial basis, to undertake much of the work formerly done by the Bournemouth Treasurer. If this proves successful we may decide to extend this scheme to other Local Meetings.
At the same time Bournemouth Meeting started to use the ‘Hallmaster’ booking system which helps link invoices and bookings.
In 2023 we will need to look fully at the implications of the Quinquennial Survey Reports for each of our Meeting Houses. We may need to look further at ways to outsource tasks we are finding challenging.
Page 7 of 7
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 2022 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:
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Examine the accounts (under section 145 of the Act);
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To follow the procedures laid down in the General Directions given by the Charity Commission (under section 145(5)(b) of the Act), and
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To state whether particular matters have come to my attention.
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:
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which gives me reasonable cause to believe that, in any material respect, the trustees have not met the requirements to ensure that:
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a. proper accounting records are kept (in accordance with section 41 of the Act); and
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b. accounts are prepared which agree with the accounting records and comply with the accounting requirements of the Act; or
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to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.
Signed: …… SueW ……….
Date: ……4/10/2023…….
Sue Wintle FMAAT
Accounting Technician
27 Bascott Road Wallisdown Bournemouth Dorset BH11 8RJ
8
THE RELIGIOUS SOCIETY OF FRIENDS (QUAKERS) IN BRITAIN
BOURNEMOUTH COASTAL AREA QUAKER MEETING
RECEIPTS AND PAYMENTS ACCOUNT FOR THE YEAR ENDED 31 DECEMBER 2022
| Unrestricted | Unrestricted | Restricted | Total | Total | |
|---|---|---|---|---|---|
| Funds | Funds | 2022 | 2021 | ||
| Note | £ | £ | £ | £ | |
| RECEIPTS | |||||
| Voluntary income | 30,150 | 30,150 | 57,192 | ||
| Income from activities to generate funds | 48,246 | 48,246 | 21,839 | ||
| Investment income | 1,150 | 339 | 1,488 | 1,778 | |
| Income from Quaker activities | 345 | 345 | 3,075 | ||
| Other income | 350 | 350 | 31,192 | ||
| Legacies | 4,008 | 4,008 | 0 | ||
| Total receipts | 84,249 | 339 | 84,587 | 115,076 | |
| PAYMENTS | |||||
| Contributions and grants | 12,600 | 12,600 | 17,320 | ||
| Costs of generating funds | 0 | 0 | 0 | ||
| Costs of Quaker activities | 4,402 | 4,402 | 7,178 | ||
| Support costs | 47,905 | 47,905 | 81,922 | ||
| Surveys and professional fees | 10,928 | 10,928 | 3,910 | ||
| Governance costs | 1,066 | 1,066 | 1,210 | ||
| Total payments | 76,901 | 0 | 76,901 | 111,540 | |
| Net incoming resources before transfers | 7,348 | 339 | 7,687 | 3,536 | |
| Transfers between funds | 16,676 | -16,676 | 0 | 0 | |
| Acting as agent IN | 3,164 | 3,164 | 4,894 | ||
| Acting as agent OUT | -5,221 | -5,221 | -7,254 | ||
| Net movement in cash funds | 21,967 | -16,337 | 5,630 | 1,176 | |
| Cash funds last year end | 160,162 | 94,985 | 255,147 | 253,971 | |
| Cash funds this year end | 182,129 | 78,648 | 260,777 | 255,147 |
THE RELIGIOUS SOCIETY OF FRIENDS (QUAKERS) IN BRITAIN
BOURNEMOUTH COASTAL AREA QUAKER MEETING
Statement of Assets and Liabilities at 31 December 2022
| Unrestricted | Restricted | Total | Total | ||
|---|---|---|---|---|---|
| Funds | Funds | 2022 | 2021 | ||
| Note | £ | £ | £ | £ | |
| Cash funds | |||||
| Short term deposits | 12,850 | ||||
| Cash at Bank and in Hand | 183,048 | 78,645 | 261,693 | 242,763 | |
| Total cash funds | 183,048 | 78,645 | 261,693 | 255,613 | |
| Debtors | |||||
| Loans | 2,000 | 2,000 | 2,000 | ||
| Investments Assets | |||||
| Unit trusts or collective investments | 48,853 | 48,853 | 56,933 | ||
| Total Assets | 233,901 | 78,645 | 312,546 | 314,546 |
Approved by the trustees on
and signed on their behalf by
(Clerk to the trustees)
THE RELIGIOUS SOCIETY OF FRIENDS (QUAKERS) IN BRITAIN BOURNEMOUTH COASTAL AREA QUAKER MEETING Notes to the Receipts and Payments Accounts - year ended 31 December 2022
| 1 Analysis of Support Costs Wimborne Poole & Lyminton Bournemouth & Area New Milton Total Total LM Swanage LM LM Fordingbridge LM Meeting LM 2022 2021 £ £ £ £ £ £ £ £ Salaries, NI pensions 16,326 16,326 15,810 Rent 1,515 488 2,003 842 Utilities 1,360 10,282 653 12,295 7,285 Cleaning 536 1,205 1,741 1,513 Sundry 0 20 Insurance 5,520 5,520 3,593 Garden 806 404 1,210 929 Repairs and renewals 1,325 5,648 247 7,220 52,423 Furniture and equipment 0 50 Materials and supplies 8 887 895 617 Capital items 0 0 Other support costs 171 90 434 0 695 519 Surveys professional fees 0 3,910 1,515 4,206 578 35,186 5,520 900 47,905 87,511 2 Analysis of cash funds Unrestricted Designated Restricted Total Total Funds Funds Funds 2022 2021 Balance 1 January 2022 139,814 20,348 94,985 255,147 253,971 Receipts 84,249 339 84,587 115,075 Payments -68,788 -8,113 -76,901 -111,539 Transfers 18,973 -2,297 -16,676 0 0 Acting as agent IN 3,164 3,164 4,894 Acting as agent OUT -5,217 -4 -5,221 -7,254 Balance 31 December 2022 172,195 9,934 78,648 260,777 255,147 3 Investments Unrestricted Designated Restricted Total Total Funds Funds Funds 2022 2021 Equity and income funds 48,853 48,853 56,933 4 Analysis of designated funds Opening bal Receipts Payments Transfers Balance Area meeting: Courses & conferences 3000 3000 Quinquennial Survey 6400 -8000 1600 0 Swanage: 0 Jenny Jones Legacy 4340 -113 -277 3950 Poole: 0 Green Pastures (Legacy Investment) 1000 1000 Save Haven Wessex Ltd (Social Action) 1000 1000 Disaster Relief Fund 103 1050 -785 368 Social Action Fund 157 916 -885 188 Acting as Agent Wimborne 300 300 -600 0 J Pritchard Legacy 179 179 M Mulraine Legacy 250 250 16479 2516 -10383 1323 9935 |
Wimborne Poole & Lyminton Bournemouth & Area New Milton Total Total LM Swanage LM LM Fordingbridge LM Meeting LM 2022 2021 £ £ £ £ £ £ £ £ 16,326 16,326 15,810 1,515 488 2,003 842 1,360 10,282 653 12,295 7,285 536 1,205 1,741 1,513 0 20 5,520 5,520 3,593 806 404 1,210 929 1,325 5,648 247 7,220 52,423 0 50 8 887 895 617 0 0 171 90 434 0 695 519 0 3,910 |
Wimborne Poole & Lyminton Bournemouth & Area New Milton Total Total LM Swanage LM LM Fordingbridge LM Meeting LM 2022 2021 £ £ £ £ £ £ £ £ 16,326 16,326 15,810 1,515 488 2,003 842 1,360 10,282 653 12,295 7,285 536 1,205 1,741 1,513 0 20 5,520 5,520 3,593 806 404 1,210 929 1,325 5,648 247 7,220 52,423 0 50 8 887 895 617 0 0 171 90 434 0 695 519 0 3,910 |
Wimborne Poole & Lyminton Bournemouth & Area New Milton Total Total LM Swanage LM LM Fordingbridge LM Meeting LM 2022 2021 £ £ £ £ £ £ £ £ 16,326 16,326 15,810 1,515 488 2,003 842 1,360 10,282 653 12,295 7,285 536 1,205 1,741 1,513 0 20 5,520 5,520 3,593 806 404 1,210 929 1,325 5,648 247 7,220 52,423 0 50 8 887 895 617 0 0 171 90 434 0 695 519 0 3,910 |
|---|---|---|---|
| 1,515 4,206 578 35,186 5,520 900 47,905 87,511 |
|||
| Unrestricted Funds |
Unrestricted Designated Restricted Total Total Funds Funds Funds 2022 2021 139,814 20,348 94,985 255,147 253,971 84,249 339 84,587 115,075 -68,788 -8,113 -76,901 -111,539 18,973 -2,297 -16,676 0 0 3,164 3,164 4,894 -5,217 -4 -5,221 -7,254 |
||
| 172,195 9,934 78,648 260,777 255,147 |
|||
| Designated Restricted Total Total Funds Funds 2022 2021 |
|||
| 48,853 | 48,853 56,933 |
||
| Opening bal Receipts Payments Transfers Balance 3000 3000 6400 -8000 1600 0 0 4340 -113 -277 3950 0 1000 1000 1000 1000 103 1050 -785 368 157 916 -885 188 300 300 -600 0 179 179 250 250 16479 2516 -10383 1323 9935 |
THE RELIGIOUS SOCIETY OF FRIENDS (QUAKERS) IN BRITAIN BOURNEMOUTH COASTAL AREA QUAKER MEETING
Notes to the Receipts and Payments Accounts - year ended 31 December 2022 continued
| 5 Analysis of restricted funds | Bournemouth LM | Constance | Endowment | White & | Total | Total |
|---|---|---|---|---|---|---|
| Sustainability Fund | Waller Fund | **Samuel White Fund ** | Nickelson Fund | 2022 | 2021 | |
| Balance at 1 January 2022 | 87,043 | 4,132 | 3,173 | 634 | 94,982 | 117,053 |
| Receipts | 314 | 11 | 8 | 2 | 334 | 545 |
| Payments | 0 | -22,616 | ||||
| Transfers | -16,676 | -16,676 | 0 | |||
| Balance 31 December 2022 | 70,681 | 4,143 | 3,181 | 636 | 78,640 | 94,982 |
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 £1,000. 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 | 6 Analysis of cash funds by constituent Meeting | |||||||
|---|---|---|---|---|---|---|---|---|
| Wimborne | Poole & | Lymington | Bournemouth & | Area | New Milton | Total | Total | |
| LM | Swanage LM | LM | Fordingbridge LM | Meeting | LM | 2022 | 2021 | |
| £ | £ | £ | £ | £ | £ | £ | £ | |
| Opening balance 1 January | 2,890 | 38,563 | 6,285 | 150,570 | 37,839 | 19,000 | 255,147 | 253,971 |
| Movement during the year | -647 | 5,695 | -4,141 | 13,600 | -9,624 | 747 | 5,630 | 1,176 |
| Closing balance 31 December | 2,243 | 44,258 | 2,144 | 164,170 | 28,215 | 19,747 | 260,777 | 255,147 |
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 costs of obtaining professional valuations is not justified for the charity.