REGISTERED CHARrtY NUMBER: 1163897 Roport of the Trn$teo0 and Unaudited Flnancial Statemerrts for the Year Ended 31 Decembef 2023 The Frlend8 of Wlmborne Mlnsier
The Frf•nds of Wirnbome Min8t•r Contents of ihe Fitsantial SttemeTrts for the Yer Ended 31 Deeember 21)23 Report of the Trustees I to3 Independent Examlner's Report Statement of FÉn*ncial Activities Balance Shttt Notes to the Fin4n¢iAI Statements 6t08
Tht FrieDds tsf Wimborne MiDst¢r Report of the TSlee5 for the Yr EDded 31 December 2023 The tru5tee5 present their report with the financial statements of the charity for the year ended 31 December 2023. The tnjstees have adopted the provisions of Accounting and Reporting by Charities: Statement of Recommended Pfattice applicable tD d)arities preparinB their accounts in accordan with the Finanual fle118 Stsndard applicable in the UK and Republic of Ireland IFR5 1021 (effective I january 20161. The Trustees who served during the year are listed on page 2. The appointmeni of Trustees is governed by the Constitution ofthe charity. The board of Trustees i5 authorised to appoint new TfU5tees ari5in8from the resignation Of death of an existin8 Trustee. The board shall con515t of not more than twefve member5 to include the Rector and the two Churchwardens in office. The trustees appoint a chairpeT50rh from amorhB their number. They also appoint a setretèry and treasurer who do not necessarily need to be tru5tee5. ORJECTIVES AND ACTIVITIES ConstitutjOD aDd Objects The objects of the Chafity are the furtherance of any charitable purpose OT purposes in connectiorÈ with the Minster Churth of St. Cuthburga at Wimborne Minster and in particular. The ch8rtty's objectives are.. The preservation, improvement, development, construction and repair of the Minster Church of St. CuthburBa at Wimborne Minster in Dorset and its precincts and any associated buildings Itogether called the Minster bvildingsl, and the fixtures and fittings. equipmenL ornaments and chattds linduding the Chained Ubraryl of the Minster buildings. The advancement of the education ot the public in the history of the Minster Church and the preservation of its history, includin8 historical records. The pursuit ofsueh charitable objettive5. With particular regard to the residents ofwimborne Minster, as the Charlty trustees shall decide will benefrt the Minster buildings and l or the mission of the Minster Chvrch. Publie benefit Each year our trustees revÈew our objectr¥es and activities to eft$u they continLte to refiett our aim5. In carrying out this revlew the trustees have considered the Charity Commission's general guidance on public benefit and are satisfied that the charity has fulfilled its requirements in th respert. ACHIEVEMENT AND PERFORMANCE CharFtablÈ activities 2023 proved to be a year when everything began to return to normal and the Frtends were able to hold their usual events once more. Thè Valentine's Coffee Moming raised £102 which was a little disappointin& but tt proved to be an enjoyable event. John Hughes our PR Trustee arranged a trip to RoFll5ey which was quite popular, but clashed with another event so we made a 5mall1055, but it was a very enjoyable and sunny day and we were well looke(l after by the staff at the Abbev. John also arranged a vislt. using tars to Edmonsham House and a 8arden visit both of which proved popular. The preacher for the AGM Evensong was the Venerable Anthony Macrow- Wood with our Curate Revd Nick Wells officiatin8 at thè service which was followeil by the traditFon41 Crearn Tea. Members of the Events Team provided tea for the annual vi5tt of iaudemus in AuBUSt as well as refreshments for the Cuthburga Letture. 'The Bankes at the Minstert given this year by Andrew Williams. In eady September members enjoyed the annual Coffee Morning at Dean's Covrt with Sir William in attendance.
Tbe FrieTrds of Wimlxsrne Minster Rep)rt of the Trnstees for the Yer Eded 31 Dec¢mb¢r 2011 The Secretary attended the bi- annual conference for Friends of Cathedrals. Abbeys and Major Churches at Hereford. It wa5 an interestin8 event with talks bv: The Canon Chan¢ellor. Revd James Pw, who spoke on"Astounded at the greatness of God." He indicated that we should a pla of story. A chance to tell visltors abo Chrisys story as part of our own story. a place of regular unbroken worship wtrh liturgical seasons and of exceptional quality. The Cathedrals & Greater Churche5 can be the est End" of churche5 and can explore new patterns to complirnent, but not supplant worship rooted in the liturgy. Centres of rich and excellent teaching. But Cath needs to prowde re50urce5 to the pari5he5. giving an unconditional welcome. Need to welcome all groups. We can also be a place of "anonyrnitf- A "come and 5ee- place to everyone- this is your space. Ivo Darnley iity Earf of Darnley) MD of Rathbone 8rothtrs (Founded 17421. who gave a talk on investment5. C•non Barry Forrester who spoke about the New Cathedrals, Measure and Quentln Letts who gave a personal and amusing view of the Church of England today. The final event of the year was the November Tea Party which again was very popular with some muslc entertainment provided by De Ashton (Trusteel. Dinah IngltrFinch and the Secretsry. The Minstees Famtly and Outreach worker, Claire Lehmann organi5ed a Christmas Craft Fayre and the Friends had a stall which raised £164. FINANCIAL REVJEW In 2023 the Friends Received a iotsl £116.650 from 4 legacie5 with one bein8 substhntiai for which we are imrnens¢ty grateful. Most of the charity's income is from legacies and we very match aNJre£Èat¢ these donation5 lo our fund& Fund raising produce5 a modest amount on a regular basis from lectures and teas. Membetship fees have continued to be collerted and with cofUl management of our investments we find ourselves still in a position to make grants. Overall, we are still in a healthy position and havè no doubts about continuing to operate according to our constitutional requirements. Dufln8 the year 8rants were awarded for- New Cinctures Floral Carpet Icoronationl New Choir Robes New Desk copy of the Book of Common Prayer Chorister & families visit to Monkey World Chrlst Story books for Crib Service At 31 Dember 2023 total fvnds carried forward came to £383.921.36 whith included re5trirted funds of £167.914.09. The Restricted Fund is the current balan relating to the tran5ferfrom the previous Charity and an amount of £3.100.43 restrlcted for Qulnquennlal wor STRUCTURE. GOVERNANCE AND MANAGEMENT Governing document The charity is controlled by it5 governing docurnent,- Èt is a tharttable incorporated organisation. The Friends of Wimbome Minster was previously tonstttuted a5 an Unincorporated Charitable Association under the name Assocation of Friend5 Wimborne Minster Itharity number 10640551 until l Juty 2016. when all the assets and Itabilities ol the previous Charity were assumed by the new aritats1e Incorporated Organi5atFon ICIOI.
The Friend5 of Wirnborne Min$trr Report ofihe Tru51ees for the Yr EDded 31 December 2023 Charity constitution The charity and tts property are administered and managed in accordance with the COnStttIon adopted in Ottober 2015. The obletts of the CharSiy are the funheran(e of any charitable purpose oi purkw5 in connection with the Minster Church of St. Cuthburga at Wirnborne MTrn5ter. REFERENCE AND ADMINISTRATIVE DETAIIS Registered Charity number 1163897 Principal address The Parish Office Church House High Street Wimborne Minster Dorset BH21 IHT Trnstees F Vine (Resigned Juty 2023) PFCook Mrs D Ashton D Steele (Resigned 2 July 2023) A N Curtis Rev'd Canon AJW Rowland J Hughes D Alle Mi55 J Haryey R¢v'd M Harding Mr5 R Protheroe B Jenson Mr5 S Steelc {Apwinted 2 July ?023) Hon. Treasurer M J ShaTP¢ REFERENCE AND ADMINJSTRATION DETAILS Independent F.xxminer Jacquelrne A Morgan Meadow Court Lane End Wareham BH20 7NP Apprii rder vf the trnstees on autand signed ¢m its behalf by.. PFCOO Trnstee
IDdependeDt F.xminerfs Report to the TrBilrtJ tsf Tb¢ Friends ofwimborne Minsier Independent txamintr's report to the I$(tS of The Friend5 of Wimborn¢ Mins¢¢r I report to the chariry trustees on my examination of the accounts of The Frbends of Wimbome Minster Ithe Trust) for the vear ended 31 December 2023. Responsibilities and basis of report As the charity trustees of the Trust. you are responsible for the preparation of the accounts in accordance wlth the requirements of the Charities Art 20111'the Act'l. I report in respect of my examination of the Trust's account5 (arried out ynder sertion 145 of the Act and in carrying out my examination I have followed all applicable Direttions given by the Charity Commission under section 14515llbl of the Act. Independent ex8miner'5 St8tern¢nt I have completed my examination. I confirm that no material matter5 have come to my attention in connettion with the examinatFon 8ivin8 rne cause to believe that in any material respect= accounting records were not kept bn respect of the Trust as required by section 130 of the Act- or the accovnts do not accord with those records.. or the accounts do not comply with the applicable requirements Concerning the fom) and content of aceounts set out In the Charities (Accounts and Reportsl Regulations 2008 other than any requirement that the accounts give a true and fair view which 15 not a matter considered a5 part of an tndependent examination. I have no concerns and have come across no other rnatters in connection with the examination to which attention should be drawn in this report in order to enable a proper under5tandin8 of the accounts to be reached. Jacqueline A Mor8an Meadow Court Lane End Wareham BH20 7NP Date- 141 2024
The Friends ofwimborne Minstsr Statement of Financial Activities for the year Ended 31 December 2023 Unrestr¥Xed Funds RestrKle(I Funds Toial Funds 2022 Total Funds Income & Endowments Frr*n Notès Dwations and L8gacies 122.739.98 122,739.98 4.915 In¥gstm8nt Income 3.$59.23 4.216.03 7.775.26 6,n1 Total 126299.21 4216.03 130,515.24 11,688 Expendhture On Ch8fTtable AciNities 5&6 6.059.71 43.).[) 49.559.71 1,891 Net Gains Ilc6Besl on Investments 7A 13.16177 24,344 Net Ineomè&pendtiure 126.733.37 32,616.07 94.117.30 14.548 R•conclliatlon Of Funds Total Funds Brought Forward 89.273.gJ 289 804.C6 304.352 Total Funds Carried FoThYard 216.C(17.27 167,914.09 383.921. 289.804 Balance Sheet 31st December 2023 Restricled Funds Total Fund8 Total 2022 Fund$ Flxed Assets Notes Investments 171,644.75 1S9.616.18 331,260.93 268.098 Current Ass Cgsh at Bank 44..52 8,297.91 52,e&).43 21,705 Credrtors Amounts falling due within one year Nel Currerf Assets 216.CQ7.27 167,914.09 383,¥21. 289,804 The Financial Statement on its behalf by: re approved by the Trustee5 and 8hOrISed to issue on... . P F Cook-Trustee
The Frlends of WiThborne Millster Notfs to the Financigl Stsiements for the Year Ended 31 Deeembtr 2023 LEGAL FORM The Friends of Wimbome Mlnster 15 a charitsble incorporated organisation, incorporated In England and Wale5. The registerèd office is noted on page 3. ACCOUNTING POLICIES Basls of preparing the fTnanci&l ststemenis The financial 5tarements of the charity. which is a public benefft entity under FR5102. have been prepared in ccordance with the Charities SORP IFRS 1021 'Accounting and Reporting by Charrlies.. Statement of Recommended Practice applicable to charities preparin8 their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland IFRS 1021 leffettive l January 20161.. Financial Reporting Standard 102 'The Finantial Reporting St3ndard appltcable in the UK and Republic of Ireland, and the Charities Act 2011. The ffinancial statements have been prepared under the historical cost convention. Financial reporting stsndard 102 - reduced disclosure exemptions The charity has taken advantège of the followin8 disc1054Jre exemptions in preparing these finant6al statements, a5 permttted by FRS 102 'The Financial Reporting Standard ap1¢able irh the UK and Republic of Iland,. the rèqulrements of Sertion 7 Ststement of Cash Flows. Income All income is reco8nised in the Statement ot Financial ArtNttie5 once the charity has entitlement to the fvnds, it is probable that the income will be received and the amount can be meaSUd reliably. Debtors and Ppavtnts Debtor5 and prepayments are recognised at the transactional price where an entity has a psent obligation resulting from a past event that will probably resutt in the transfer of funds from a third party to the charity and the amount due to settle the obli8ation can be measured or estimated reliably. ExpenditYT¢ abilities are recognised a5 expenditure as soon as there is a legal or construrtive obligation comrnitting the £harity to that expenditure. tt is probable that a transfer of economic benefft5 WLII be required in settlement and the amount of the obligatton be rneasured reliably. Expenditure is accounted for on an accruals basis and has been classified tsnder headin8S that a88regate all eost related to the cate80ry. Where tosts cannot be direttly attributed to particular headings they have been allocated to activities on a basis consistent with the use of resources. Creditors #nd prowtsioDS Creditors and provisions are recognised where the charity has a present oblt8ation resulting from a past event that will probably result in the transfer of funds to a third party and the amount due to settle the obligation can be measured or estimated relsably. Creditor5 and prlSOn$ are normally recogntsed at thelr transaction price after allowlng for any trade discounts dueGrants offered subjert to condition5 which have not been met at the year end date are noted as a commitment but not attrued as e¥penditure. Taxlltion The charlty is exempt from tax on its charitable activities.
Fund aecounting Unrestricted fund5 can be vsed in accor(jan with the charitable objertives at the discretion of the trustees. Restritted fvnds can only be used for particular restrirted purposes within the objects of the ¢harity. Re5trittions arise when specified by the donor or when funds are faÈsed for particular restricted purposes. Further explanation of the nature and PLbrpose of eath fvnd is included in the note5 to the finanual 5tstement5. ACCOUNTING POLICIES- foDtiDued lov¢stllJeots Investments included in the accounts are included at markei value. Gains arising from the sale of quoted investments are disclosed in the SOFA 3$ realised 8ains. Gains arising from changes to the market value of quoted investments are disclosed in the SOFA as unrealised gains Donatlons & Legacles 2022 Membership &JbscriptvJTrs FundralsinFJoon*lor Events Income 2221.50 1.736.08 2.344.50 1.299.66 I..58 804.24 Gfftd 731.85 466.60 Le8ary 116.649.87 122.739.98 4.915.00 Investment Income 2023 2022 Income frown Ivestrnents 6.S¥)5.98 869.28 6.722.81 47.76 Bank Interest 7.775.26 6.770.57 Expenditure 2023 2022 Statioftery/P¢>sta8e Ad¥ertlsirtr8 Accountancy Insurance 205.49 877.02 869.18 Travel & Subsider -50.00 Sundries 1.680.56 1,045.47 265.89 Events ExFenditure 582.49 4.249.42 1,890.50 GrdAt PayablE 2023 2022 Individual or lnstrttstn WM Bell Ringer5 I.0.c) Wlmbome Miftsrer PCC tinenIal Work Choir Rob Monkey World w11 Prayer Boot Storyof Christmas Books 40.rnJ. 3,5(X). 3c. 45.29 405.CX) 44,250.29
2023 Diffewre Blackmck Bond AccurnulotK)n 55,055.26 28,812.37 72.204.56 61.144.69 217,216.88 51,931.42 3.123.84 Bond Income 28,344.28 66,118.20 57.951.02 204,344.92 Equity Accurnulat*Jn Equity Inrome 6,086.36 3,193.67 12.871.96 Restritted 159.616.18 150,157.55 54,187.37 204,344.92 9.458.63 Unrestricted 57,6(X).70 3.413.33 217.216.88 12.871.96 M&G Shares 41.931.87 41,931.87 40,433.87 1.787.81 Unfe5tricted 62.256.24 51.787.81 21.822.37 5Q.LtyJ.C¥J Unrestricted PuTcha5t 114.044.05 63.754.24 289.81 Investments Restrirted 159.616.18 Vnrestrkted 171,644.75 Totsl 3312EQ.93 7A Restritted Fund Restricted Fund Transferred o 39,141.14 M&G Revaluation 2.473.13 Valuation 31112122 Blackrock Revaluation 41.931.87 9.458.63 6.667. 81atkr(Kk Revaluat 15,124.50 17,596.63 un$tre Fund UnrestrKted Fund Purchased M & G Shares 2011V2023 M&G Rthfaluation Blackrk Revaluatkjn 1.287.63 5.458.TrJ . 50,(. M&G Revaluation 51.787.81 6.745.63 Blackrock Revaluation 3.413.33 39.141.14 Translerred in Valuation 31iu123 40,433.87 6,493.87 Cash 2022 TS8 Current WC TSB Deposrt A/C TSB No. 2 VC IEventsl United Trust Bank 5,779.34 3,544.19 16.088.67 2,072.C 14.453.82 2.427.27 30.(1. 660.43 2L704.92 Restricted 8.297.91 8.440.49 13.264.43 Unrestricted 44.362.52 52.660.43 21.70492