Shrewsbury Unitarian Church Congregation Registered Charity No.1140696 Annual Report FOR THE YEAR ENDED 31 March 2025
Committee of Managing Trustees Ms D Burbery- Chairperson Ms A J Patrick - Secretary (Appointed 7 July 241 Ms C Davies - Secretsry { Resigned 7 July 24) Mrs A Matthews - Treasufer Mrs J C Duffell Mrs A B Taylor MrJPye
Custodian Trustee The British & Foreign Unitarian Association Ilnwrporatedl Essex Hall, 44 Essex Street. London WC2R 3HY Sto¢kbrokers EFG HarTi$ Allday. 33 Great Charles Street, 8imiin9ham 83 3JN Bankers Lloyds Bank plc, 1 Pride Hill Street. Shrevobjry SY1 1 DG Independent Examiner Azets Column Hou$e. Lonoon Road. Shrew3bury, Shropshire, SY2 6NN Unitarian Church, High Street, Shrewsbury
Shrewsbury Unitarian Church Registered Charity No. 1140696 Report of the Trustees for the year ended 31" March 2025 The Trustees present their Report along with the Accounts of the Charity for the year ended 31st March 2025. The Accounts comply with the Charity's Governing Document and with applicable law. 1 Tr Constitution & Objects The Governing Document is the Constitution adopted on 23rd February,2020 and registered with the Charity Commission on 25th February, 2020. The Objects of the Charity 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. 2) Publlc Benefit Statement In pursuit of the Objects of the Trust. the Trustees provide a place of worship for all to attend. 3} Organisation The names of the Managing Trustees who have served during the year are set out on the front cover of the Report and Accounts. 4) Financial Review The Total Operats'ng Deficit forthe year was £169.83. The Total Surplus for the year including the valUation of investmenls was £207.77. 51 Risk Management The Trustees have examined the major strategic, business and operational risks which the Charity faces and confirm that systems have been established to enable regular reports to be produced so that the necessary steps may be tsken to lessen these risks. 61 Management & Governance The Governing Document provides for at least seven Managing Trustees. The Trustees are also empowered to appoint further Trustees offering additional expertise. The Chaimian ofTrustees 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. 71 Achievement & Perfomiance During the year, the Trust has continued to pursue the Objectives of the Charity. 8) Reserves The Trustees have pursued a poliw of maintaining the property of the Trust and of supporting the religious and other charitable work of Unitarians in Shrewsbury and in other Unitarian Congregations. D.S.BURBERY (Ms) Chairperson
Indepondent examiner's report to tho Trustees of Shrewsbury Unitarian Church We report to the Trustees on our examination of the acCUnt$ of the Shrewsbury Unitsrian Church {the Trust) for the year ended 31 March 2025. Responslbllities and basis of report As the charity Trustees of the Trust, you are responsible for the preparation of the accounts in accordan with the requiremenls 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){bl of the Act. Independent examiner'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 records were not kept in respect of the Trust as required by section 130 of the Act; or 2. the a¢unt$ do not accord with those records. We have no concerns and have come across no other matters 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 31 October 2025
SHREWSBURY UNITARIAN CHURCH Statèment of Financial Aettvities lor Peyiod Ended 31 March 202S Reglstered Charlty No.1140696 2024 2025 INCOME Offertory Oividend5 Rece Bank Interest Recei Bcok Sa$ Subscripliws 5,937 27 21 199 36 3,089 77 337 174 Col 1,594 67 2,929.96 552 00 6.470.61 22.513.71 1.234 75 10.901 1.294 18 1.436 99 3,760 54 11000 392 00 1811041 1.955.00 other Donations VAT Recbim Rites of Pass4e Fee8 Gran15 Other inCLxlle Rent Income 13.000 00 15544 1,273 26 49,661 10 37.108 74 Less EXPENDITURE Cost of Holding SeFvlces Pulprt Fees,Exppn$es Organist 1,397 09 930 QO 2,362 29 1,020.00 2.327 09 3.382 29 Bulldlng Cosls Heal & Light Water Rates Insurance Building RefulshMent Repairs re81$ 3.022 79 261 11 1.784 98 12.820 26 438 28 2,054 44 362.48 1.860.94 886 56 1.773.62 18,327 42 6.936.04 Subs¢tiptlons & t)on•tlons Subscriptkins General FnSeS Do11105 1,075 70 2,454 97 2.100 18 4.950 77 4.095 23 7,050.95 Othw Expenses Profe$5ion* Fe¢5 OlherAdmin Ews A¢couniancy Fee5 Ad¥8rtising Adminsstthve Salanes ofw4Jipment 291 1,776 84 1.266 00 175 15.415 12 1,467 94 20,391 9) 1.255.8e 1,225.CM) 16.256 71 1.169.70 19.907.29 45.141 6 TOTAL EXPENDITURE 37,278.57 4,519 48 opeRATING IDEFCITYSURPLUS 1169.831 128,746.531 GAINIILOSSI ON REVALUATION OF INVESTMENTS 37T 60 24.227 07 TOTAL SURPLUSY(DEFICITI FOR THE YEAR 207 77 M80Bu •As Ann mth Chair of TTu5tee5 Tr8a5urer 6 July 2025
SHREWSBURY UNITARIAN CHURCH AeghterEd Charlty No I1406 Balance Sheet as at 31 March 2025 2024 2025 Assèts Unlllrfan Church, Hhjh S(8hrw¥bury at Valuatlon Communlon Pldt• •t V•lua¢loh equlprnent 2W.ODO.00 14,600.00 4.40J.82 219.OD3.8Z 200,000.00 14,6LMJ.IJQ 3,509.12 218,109.12 Investments at Ilavket Valu¢ Valued by EFG Allday •5 Jt 31 March 202S 434 111.62 127.45 1.602.56 11.53fj.65 Cash hely In epG Harrts ANd•y Cllerrt DeposS1 Jc C•$h hekl In EFG Harrls Allday Cllent Incom¢ AJ¢ Treasurers Cuvrent Alc 30JJ243 6699356B Pety cash h•rlty depos o¢count 4,634.74 2.490.16 11,539.14 18.63 26 748.76 26,000.OD 38,966.16 44.431.41 Liabilities 780.00 Accruals 795.00 795.00 695,649.28 Total asset8 less current Ilabllltles 695.857.05 Representing: Pmfit and •ccount reseN¢ •tth $tsrtof the year Revalu•tlon reser¥e The fund at th• slart ofth¢ year surp1{dt} for the y•ar 689,876.35 665.649.28 719.876.36 124,227.OD 895,649.28 207.77 Th• fund atthe ¢nd oftho year 696 8S7.06 Reswn$lbllftl6s olthe Trustees Th• truBt••s im Mpotl• lor k••plnB propora¢¢1VJ r8¢0rf•,f•r Ml•guaTdlry th• •Bu•ts oltrtr lort•klng rewble steps to pr•v¢iit•Ad Ind othw IwrnqulBrfllv&•fvd forpr¢wrlng flnAn¢lNI •tst•ments whkh both •¢¢rJr¢ wtth tho4ccolunUno M¢ords, •nd ¢omptywlth both th•Slat•m•nt of Rotommgnded PracCe for •GCQVh¢lnu Ch•rWand wlth the relant90¥¥rnlr4 do¢um¢nts •ndvihlch Ive a true •ThJ fair vknw of the 4ff4lr¥ ol the Tru#t. T•th• ljwof ourknowlBdgoand bBlhl, oNigaYor Ms Debra Burbery ¢halr of tho Trusto•s Ms Ann Matthaws TrSurer Date.. 6 Juty 2025
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