Shrewsbury Unitarian Church Congregation Registered Charity No.1140696 Annual Report FOR THE YEAR ENDED 31st March 2024
Committee of Managing Truslees Ms. D. Burbery- Chairperson Ms Catrin Davies - Secretary Ms Ann Matthews - Treasurer Mrs.J.C.Duffell Ms. A Patrick Mrs. B.Taylor Mr John Pye- appointed 16 July 2023 ***+** Custodian Trustee The Brilish & Foreign Unitarian Associalion Iln¢orpor8ledl Essex Hall, 4-6 Essex Street, London WC2R 3HY Solicitors Henry Lee. Harlescott Lane, Shrewsbury SY13AH Stockbrokers EFG Harri5 Allday, 33, Gre81 Chades Street. Birmingham B3 3JN Bankars Lloyds Bank plc, 1, Pride Hill Slreet, Shr8wsbury SYI 1DG Independent Examiner Azets Column Housa, London Road, Shrewsbury, Shropshire. SY2 6NN Unitarian Church, High Street, Shrewsbury
Shrewsbury Unitarian Church Registered Charity No. 1140696 Report of the Trustees for the year ended 31st March 2024 The Trustees present their Report along with the Accounts of the Charity for the year ended 31st March 2024. The Accounts comply with the Charity's Governing Document and with applicable law. 1) Constitution & Objects The Governing Document is the Constitution adopted on 23rd February,2020 and registered with the Charty Commission on 25th February, 2020. The Objects of the Charty of Shrewsbury Unitarian Church shall be the promotion of religion in accordance with the principles of the General Assembly of Unitarian and Free Christian Churches. 21 Publlc Benefit Statement In pursuit of the Objects of the Trust. the Trustees provide a place of worship for all to attend. 31 Organisation The names of the Managing Trustees who have served during the year are set out on the fiont cover of the Report and Accounts. 4) Financial Review The Total Operating Surplus for the year was £4,519.46. The Total Deficit for the year including the revaluation of investments was £24,227.07. S) Risk Management The Trustees have examined the major strategic, business and operational risks which the Charity faces and confim that systems have been established to enable regular reports to be produced so that the necessary steps may be taken to lessen these Tisks. 6) Management & Governan¢• The Governing Document provides for at least seven Managing Trustees. The Trustees are also empowered to appoint further Trustees offering additional expertise. The Chairman of Trustees is responsible for the induction of any new Trustees including awareness of the duties of a Trustee, and awareness of the Governing Document, administrative procedures, and the historical and philosophical approach of the Charity. 7) Achievement & Performance During the year, the Trust has continued to pursue the ObjectNes of the Charity. 8) Reserves The Trustees have pursued a policy of maintaining the property of Ihe Trust and of supporting the religious and other charitable work of Unitarians in Shrewsbury and in other Unitarian Congregations. D.S.BURBERY (Ms) Chairperson
Independent examiner's report to the Trustees of Shrewsbury Unitarian Church We report to the Trustees on our examination of the accounts of the Shrewsbury Unitarian Churd) (the Twst) for the year ended 31 March 2024. Responsibilities and basis of report As the charity Truslees of the Trust, you are responsible for the preparation of the accounts in a¢¢ordance with the requirements of the Charities Act 2011 ('the Act.). We report in respect of our examination of the Trust's accounts carried out under section 145 of the 2011 Act and in carrying out our examination we have followed all the applicable Directions given by the Charity Commission under section 145{5)(b) of the Act. Independent examlner's statement We have completed our examination. We confimi that no material matters have come to our attention in connection with the examination giving us cause to believe that in any material respect: 1. accounting cOrdS were not kept in respect of the Trust as required by section 130 of the Act- or 2. the accounts do not accord with those records; or 3. the accounts do not comply with the applicable reqU1MentS Conceming the fom and content of accounts set out in the Charities (Accounts and Reports} Regulations 2008 other than any requirement that the account5 give a 'true and fair view whith is not a matter considered as part of an independent examination. We have no concems and have come across no other matlers in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached. Azets Column House London Road Shrewsbury SY2 6NN 30 November 2024
SHREWSBURY UNITARIAN CHURCH Statement of Financial A¢tiviti•s for Period Ended 31st March 2024 Reglstered Charity No.1140696 2023 2024 INCOME Offertory Dividends Re¢Ved Bank Inierest Re¢epved 8ook Sale5 Subscriplions Gift Olher Donations VAT Reclaim Riles of Passage Fees Grants Olhw Income Rent Income 5,311.93 21,253.70 5.937.27 21,199.36 3.089.77 3.37 -74.00 1.594.67 2.929.96 552 00 1,130.Q5 74.00 1.648.34 12.080.00 315.80 200.00 250.00 178.70 210.00 42.504.52 13.000.00 155.44 1.273.28 49.661.10 Less expENDITURE C¢>st of Holdlng S&r¥lces Pulpit Fees,Expenses Org3nist 1.506.30 7.00 1,397.09 930.00 2.261.30 2.327.09 BulldSng Costs Heal & Light Waler Rates Insurance Building Refurknshmenl Repairs and renewals 2.247.87 121.61 1.631 45 3.336 78 912.10 3,022.79 261.11 1.784.98 12.820.26 438.28 8.449.81 18.327.42 Sub8crlptlons & Don•tloh 894 89 2.402.04 2.040.70 Subscriptions Genefal Expenses Donalons 1.075 70 2.454 97 sed.56 5.337.63 4,095.23 Oth•r Expen8•8 Professional Fees Other Adfflin Exps Accountancy Fees Advertisin9 Administrative Salaries Deprecialion of equipmeril 864.00 806.21 1.392.19 175.00 13.766.97 797.51 17,801.88 291.00 1,776.84 1,266.00 175.00 15.415.12 1.467.94 20.391.90 33,850.62 TOTAL EXPENDITURE 45.141.64 8.653.90 OPERATING SURPLUS 4.519.46 9g.635.27 LOSS ON REVALUATION OF INVESTMENTS 28,746.53 I.981.3?) TOTAL DEFICIT FOR THE YEAR 24.227.07 Ms D Burbery Ms Ann Matthews Chair of Trustses Treasurer Dale.. 07107Q024
SHREWSBURY UNITARIAN CHURCH R•gl$ternd Ch3rlty No 1140696 Balance Sheet as at 31st March 2024 2023 2024 Assets Unltarlan Church, Hlgh St, Shr•wsbury at Valuatlon Communion Plate at Valuation 200,000.00 14,600.00 2,392.51 216.992.51 200,000.00 14.600.00 4.403.82 Equipmthnt 219,003.82 In¥estmeThts at Mark•t Valu• Valuad by EFG Harrls Aldayas at 31st 2Q24 466.464A3 438,429.80 319.86 2,387.17 34,426.77 5.61 Cash held in EFG Harr18 IdaY Cllont Deposlt Cash held in EFG Harris IdaY Clieni Incorn Wc Trèasurers Current AJC 30-92-93 66993568 tty caih Ch•rity d•po$it ttccovnt 827.45 1,602.56 11,536.65 25,000.00 37,139.41 38.966.66 Llabilities 720.00 Accruals 750.00 75CI.OQ 719.876.35 Total assets less current liabilities 69S.649.28 Representing: Prolit and loss account r•serve at the Start of tho yr Revaluatlon r•sor¥• The lund at the stsrt ol the year Deficil for year 780,857.72 30,000.00 810.857.72 90.981.37 689,876.35 30,000.00 719.876.35 24,227.07 719,876.35 The fund al th end of thè ar 695,649.28 R¢sponslbllltle$ of the Truste88 Tha Irustool are rqspon$lbJetor keeplng proporg¢¢ountlng rocords,for saf•gvardlThJ Ihe assets of th• Iwst, for iakln9 ieasonablg Ste to prevoryt ¥Dd dot¢l fraud and othér 1rr49ularfllès.and for prepariThg financ6al statements which both J¢¢OT(I wilh th¢ ¥¢¢oluntit)g records, and cornply with both the Slalement of Recomrnendod PrKticg forJ¢¢t>uniingby Ch•rttl•sand wlth tho Tolevant 9ovornlng untS anil whlrh glve a Irug ¥nd 111 v*w of tho of thé Trust. To the besi of our knowledue and bellef. th#e obllg•tionE have been fflgl. a¢roidinglythwo •Ctounts were approved at a mevtlng oITwslee8. Ms Debra Burbery Chalr of the Trusteos IAS Ann Matthews Tr¢asur¢r Date.. 07107r2024
ccc mcw) 4 Q p41r Np4ty eq , ¢ r-- . P4 O c¢ ¢ 1VIc C J y 000 oo* ) O ffj O ffj e4