2023-12-31-accounts

Worcestershire and Shropshire Area Quaker Meeting, Annual Report 2023

Religious Society of Friends (Quakers)

Worcestershire and Shropshire Area Quaker Meeting Charity Number 1175399

Trustees Annual Report and Accounts, for the year ended 31 December 2023

This report was approved by the Trustees on ……21 September 2024, and signed on their behalf by

Lynda Prescott, clerk of trustees

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Worcestershire and Shropshire Area Quaker Meeting, Annual Report 2023

CONTENTS

		_page _
1	Charity information	2
2	Structure and governance	3
3	Main activities in relation to the charity’s purposes	5
4	Activities undertaken for public benefit	10
5	Financial review	11

1. Charity Information for reporting period ending 31 December 2023

Charity name and number

Worcestershire and Shropshire Area Quaker Meeting (charity number 1175399)

Address and contact details

Clerk to Trustees Bewdley Quaker Meeting House Lower Park Bewdley DY12 2DP

Area Meeting website: wsq.org.uk

Trustees who served during 2023

Marilyn Foxall (Clerk) Rachel Swancott-Boon (until 28.01.23) Jane Spiers (Treasurer) from 28.01.23 Peter Bevan Rae Evans Paul Mountain

Clerk of trustees at report date

Lynda Prescott (from 01.01.24)

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Worcestershire and Shropshire Area Quaker Meeting, Annual Report 2023

Custodian Trustee

Friends Trusts Ltd., Registered Charity 237698 173-177 Euston Road, London NW1 2BJ

Bankers to the Area Meeting held accounts

Trustee Savings Bank (Church Stretton Branch) Cooperative Bank

Independent Examiner

Russell Ball D E Ball & Co. Ltd, 15 Bridge Road, Wellington, Telford, Shropshire TF1 1 EB

2. Area Meeting structure and governance

2.1 Introduction

Worcestershire and Shropshire Area Meeting began operating as a registered charity from January 1, 2014, as Charity number 1155482. In 2017 it re-registered as a Charitable Incorporated Organisation (number 1175399) and the new charity status came into effect operationally from January 1, 2018. The CIO is administered in accordance with its constitution and its affairs are governed by Quaker Faith & Practice , the book of discipline of Britain Yearly Meeting.

2.2 Area Meeting’s structure

Membership of the Religious Society of Friends (Quakers) in Britain is through one of its constituent Area Meetings or a smaller number of General Meetings. Each Area Meeting consists of those who are recorded as being members, and Area Meeting in session is the charity’s chief decision-making body. A clerking team of Clerk, Assistant Clerk and Assistant Clerk for Membership plans and conducts the meetings, which are held in a spirit of worship.

Most members of Worcestershire and Shropshire Area Meeting are attached to one of the six constituent Local Meetings: Bewdley, Church Stretton, Malvern, Shrewsbury, Telford and Worcester. Regular attenders who are not in membership also play a part in their local Quaker community and they are also welcome to attend Area Meeting. Each Local Meeting appoints a clerk or clerking team, a treasurer, and makes other appointments necessary for the functioning of the meeting.

For roles within Area Meeting, the Nominations Committee brings forward the names of Friends willing to be considered, and appointments are made according to the discernment of Area Meeting in session. These include appointments of Elders and Pastoral Care Friends, who are attached to Local Meetings but also function collectively as members of the Area Meeting Eldership and Pastoral Care Group. Other roles include two Safeguarding Co-ordinators who liaise with named individuals in

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Worcestershire and Shropshire Area Quaker Meeting, Annual Report 2023

each Local Meeting responsible for overseeing implementation of the Area Meeting Safeguarding Policy. There is also a website group that oversees the online presence of Area and Local Meetings.

Area Meeting appoints a Registering Officer and Deputy Registering Officer, who during 2023 conducted one meeting for worship for the solemnization of marriage.

The main formal link to Britain Yearly Meeting (BYM) is through Area Meeting representation on Meeting for Sufferings. Our representative appointed in 2021 continued in this role throughout 2023, but there was a change of ‘alternate’ representative during the second half of the year. Two members of Area Meeting are also appointed to the Quaker Life Representative Council. They, and our Meeting for Sufferings representatives, bring regular reports to Area Meeting.

Our links to BYM were consolidated during 2023 when Hilary Topp, the Local Development Worker for five Area Meetings in the West Midlands and North West England, took up her post. We were pleased to welcome Hilary, who is part of BYM’s Quaker Life team, to our Area Meeting in January 2023, and to subsequent meetings around the Area during the course of the year.

2.3 Appointment and proceedings of trustees

All members of our Society share in trusteeship, but for practical purposes a small group of named trustees manages the finances and property of Area Meeting, and more generally ensures that the Meeting is well run.

As with other Area Meeting roles, trustees are appointed following nominations from the Nominations Committee. Appointments are usually for three years and re-appointment for a second triennium is common. One aim in the appointment of trustees is to include representatives from each Local Meeting on the trustees’ body, but this is not always possible. During 2023 four trustees were ‘continuing’, there was one change reflecting the departure of our Area Meeting Treasurer and the appointment of a new one, and an additional appointment to take effect from 1 January 2024, of a new clerk of trustees. New trustees are supported to attend training, such as courses offered by Woodbrooke Quaker Study Centre. As with all Area Meeting roles, the position of trustee carries no financial remuneration.

Trustees meet at least four times a year, and conduct their meetings according to Quaker business method. During 2023 meetings were held on 10 January, 11 April, 4 July, 8 August and 24 October. Matters considered included: the regular review of policies, with a particular focus on safeguarding; record-keeping; inclusivity training; and the gift to Area Meeting by one of its members of a residential property in Worcester. Transfer of the property’s ownership was completed in October 2023, and a letting agent was contracted to manage the property.

The Area Meeting trustees also act as trustees of a historic charity, ‘Society of Friends: Charities held in connexion with the Worcester and Shropshire Monthly Meeting’ (CC number 208401), known as the Coalbrookdale Charity. During 2023 discussions began about the possible merging of the Coalbrookdale Charity with the Area Meeting CIO.

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Worcestershire and Shropshire Area Quaker Meeting, Annual Report 2023

2.4 Membership

There was very little change in overall membership during the year, with a number of transfers in and out. There were no deaths, no new applications for membership, and one resignation of membership.

Tabular statement for 2023

	Total
Bewdley	28
Church Stretton	11
Malvern	29
Shrewsbury	35
Telford	34
Worcester	31
Unattached	3
Total	171

Also in 2023, 97 adult attenders were recorded as being attached to our Local Meetings, along with eight children.

3. Main activities in relation to the charity’s purposes

3.1 Introduction

The Area Meeting’s purposes are described as the charity’s ‘object’ in its governing document, namely, ‘the furtherance of the general religious and charitable purposes of the Religious Society of Friends (Quakers) in Britain in the area of Worcestershire and Shropshire Area Meeting and beyond.’ To that end, the CIO’s income and property are used to further the Area Meeting’s object by work such as:

3.2 Strengthening the life and witness of Quaker meetings both in the area of Worcestershire and Shropshire and beyond

Meetings for worship are held each Sunday at all our Local Meetings, and at Telford and Worcester there are also midweek meetings for worship. Telford Meeting supports a worshipping group that meets once a month in Bridgnorth, and from March to October there are monthly meetings at Dale House, Coalbrookdale. All our meetings for worship are open to anyone, and publicly advertised as such.

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Worcestershire and Shropshire Area Quaker Meeting, Annual Report 2023

Some of our Local Meetings continued during 2023 to use zoom for ‘blended’ meetings, but generally, as Covid risks have lessened, more Friends have felt confident about meeting in person. Another promising sign is that several Local Meetings report having welcomed new attenders during the year. Meanwhile, Area Meeting’s online midweek meeting for worship, that had continued throughout the pandemic, was laid down in March.

As well as worshipping together, Local Meetings have promoted various activities to strengthen their Quaker communities. Occasional bring and share meals following Sunday meeting, or gatherings at the homes of Friends, have provided opportunities for conversation and fellowship, as have celebrations on specific occasions (for example, a Shrewsbury member’s 100[th] birthday). Worcester Friends have held sessions on getting to know each other spiritually, and reading groups are active in several Local Meetings.

At Malvern Meeting, where the clerking team were due to end their period of service, and no new nominations were forthcoming, the whole Meeting went through an extended period of reflection during 2023 to find a way forward. Besides leading to a constructive plan for 2024, Malvern Friends found that the process significantly strengthened the life of the Meeting.

Although there are relatively few children in our Area Meeting, our Advocate for Children and Young People keeps in contact with families across Area Meeting. At Church Stretton, our smallest meeting, the eleven members greatly value having two young attenders whose presence at monthly children’s meeting challenges and stimulates them. Malvern Friends also host a monthly children’s meeting, and Telford’s young people have been involved in a Quaker exhibition for outreach.

One innovation in 2023 was the inclusion of two ‘quiet days’ in our Area Meeting schedule. The first, held at Church Stretton in June, was led by an external facilitator and focused on the use of labyrinths for walking meditation. The second, hosted by Malvern Meeting in December, drew on the work of the American Trappist monk and social activist Thomas Merton. Both events proved popular with attenders as well as members, and provided fresh opportunities for spiritual nourishment for Friends from across Area Meeting.

3.3 Spreading the message of Friends and interpreting and developing the thought and practice of the Society

Our peace testimony is prominent in the ways we try to spread the message of Friends. One longrunning example is Malvern Meeting’s Active Peace Education, a legacy-funded project that in 2023 ran 24 courses on seven different areas of peace education in fourteen different schools.

A very different aspect of our witness for peace came to fore in November, when an arms fair, the Specialist Defence and Security Convention, was held at Telford’s International Centre. With support from Ellis Brooks, BYM’s Peace Education Co-ordinator, who spoke at our Area Meeting in September, a day of action by Quakers and other campaigners was held on 2 November outside the venue. As part of the day’s activities Telford Friends hosted a meeting for worship to

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Worcestershire and Shropshire Area Quaker Meeting, Annual Report 2023

support the protest; this was attended by over thirty Friends from across the region, then at lunchtime the meeting moved to near the International Centre, where numbers swelled even more. Organisers of the arms fair plan to make it an annual event, so this particular witness for peace is likely to be on-going.

In other public activities during 2023, Worcester Friends supported two ecumenical vigils for peace, and in several places across our area white poppy wreaths were laid as part of Remembrance Day events.

The message of Friends has also been spread through activities such as Church Stretton Friends’ monthly contributions to a local magazine, Focus, and Telford Friends’ Quaker stall at a ‘Love Telford’ event in March. Several members of Worcester Meeting have been involved with the Discovering Quakers website.

2023 was a busy year in terms of interpreting and developing the thought and practice of the Society of Friends. Initiatives within Local Meetings included sessions on Early Friends at Bewdley and an event about Advices and queries at Malvern. Worcester and Telford Local Meetings organised regular discussions of sections of Quaker Faith & Practice , and Shrewsbury and Telford Meetings continued to support Experiment with Light groups.

Alongside these activities in Local Meetings, Area Meeting co-ordinated our examination of several significant issues in Quaker thought and practice. The first reflected BYM’s focus on the Religious Society of Friends as an actively anti-racist faith community. The small ‘exploring group’ set up in autumn 2022 to take forward our response to the 2022 Yearly Meeting Epistle decided to concentrate its efforts on how we might educate ourselves about being anti-racist and expand our understanding of the issues relating to racism and anti-racism. The outcome was a resource pack with an annotated list of some 35 books, articles, videos and podcasts, and questions for discussion. The pack was circulated at the end of January 2023 to all members and attenders, for group or individual use, and our Local Development Worker subsequently made it available to other Area Meetings, too.

Another topic continued from 2022 concerned planned revisions to Quaker Faith & Practice . In November 2022 Area Meeting had hosted an online session with members of the Book of Discipline Revision Committee. This prepared us for discussion in Spring 2023 of the text of two draft sections, on Nominations and Marriage. In April an open meeting was held on zoom to reflect on these samples, and a summary from that meeting was circulated to Local Meetings. Our collective feedback, from attenders as well as members, was agreed at Area Meeting in May and sent on to the Revision Committee.

During 2023 we were also asked to consider the topic of membership. Questions posed by Meeting for Sufferings were circulated to Local Meetings and responses were collated by the Area Meeting clerk. The summary of our views formed the basis for a minute at our July meeting that was then forwarded to Meeting for Sufferings.

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Worcestershire and Shropshire Area Quaker Meeting, Annual Report 2023

Quaker commitment to truth and integrity was a prominent theme of Yearly Meeting 2023, and will be developed further in 2024. To further our understanding of this topic, we invited Jan Arriens, a member of the Quaker Truth and Integrity Group, to speak at our Area Meeting in September. He described the group’s evolution and current plans, and we were able to discuss the centrality of truth and integrity to Quaker concerns, and its importance in public life.

3.4 Undertaking Quaker service for the relief of suffering at home and abroad

Much Quaker service is performed by individuals, acting as their conscience directs them and as their circumstances permit. However, there are some long-standing projects that Worcestershire and Shropshire Friends support collectively. One of these is the STAY charity in Telford which provides homes for homeless young people and helps them to prepare to live independently; Telford Friends donate welcome packs of household essentials which the young people can take with them when they move on. Friends in several Local Meetings also support local food banks, and some are involved with other organisations such as Telford and Wrekin Interfaith Council which delivers weekly food boxes where needed.

The distinction between ‘home and abroad’ tends to be increasingly blurred as the needs of refugees and asylum seekers become more widespread and more urgent. Friends across Worcestershire and Shropshire have for a number of years been helping to support refugees, especially from Syria and Ukraine, but also asylum seekers from other war-torn parts of the world. As well as financial support, the work takes various practical forms, such as providing English lessons, and is often undertaken in conjunction with local refugee support groups. At the start of 2023 Area Meeting collected information from all our Local Meetings about their involvement with asylum seekers and refugees, and used this as a springboard for an extended session at our March Area Meeting in which five Friends from different parts of our area gave their personal perspectives on being involved with this work. Sharing these experiences proved to be moving as well as informative, and we recorded in our Area Meeting minute the two-way nature of the relationships thus formed: ‘Those seeking asylum and sanctuary in the UK have much to teach us about commitment, generosity, resilience, quiet courage and the capacity to forgive, and in return, we can offer our time, money, skills and friendship.’

In other long-established work for the relief of suffering, three Area Meeting Friends are trustees of the William Gunn Charity (CC number 210214), which offers financial support to Quakers who are experiencing hardship, and one member of Area Meeting serves on the Quaker Peace and Social Witness Grants Group, where much of the grant-giving is to overseas projects supported by UK Quakers. Two members of Malvern Meeting are also active in prison work, mainly at national level; concern about the links between poverty and criminality is an aspect of this work.

3.5 Funding our concerns

Members of the Religious Society of Friends are asked to make financial contributions towards Quaker work via their Local Meeting. In many cases these contributions attract Gift Aid. Legacies help to fund some Quaker work, such as Malvern’s Active Peace Education project, mentioned

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Worcestershire and Shropshire Area Quaker Meeting, Annual Report 2023

above. Also, our Local Meetings in Bewdley, Malvern, Shrewsbury and Worcester are able to let out their meeting houses to organisations and groups whose activities align with Quaker concerns and values. Sometimes the Local Meeting may offer free use of its premises to organisations it especially wishes to support. Most Local Meetings also make special collections to support Quaker and non-Quaker charities.

In 2023 some of the non-Quaker concerns which Friends supported financially included help for asylum seekers and refugees, support for homeless people, foodbanks, and mental health charities. Local Meetings and Area Meeting made donations to Britain Yearly Meeting, to support its activities in the UK and internationally. Other Quaker charities supported by Local Meetings in 2023 included Quaker Social Action and Woodbrooke Quaker Study Centre. Many Friends also make regular individual donations to BYM or other Quaker charities.

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

Area Meeting appoints Pastoral Care Friends from each Local Meeting. However, arrangements for pastoral care of individual members and attenders vary from meeting to meeting. In some cases the role of Pastoral Care Friend is combined with that of Elder. In our smallest meeting, Church Stretton, members undertake pastoral care collectively, while in Malvern small groups of five to six people are linked with a Pastoral Care Friend and with each other. Pastoral care includes creating opportunities for social contacts, and as we began to emerge from the restrictions of the Covid-19 pandemic several meetings reviewed the balance between joining together in-person or online, with a view to strengthening their sense of community.

Overall, pastoral care involves keeping in touch with all members and attenders, especially those who may be vulnerable or undergoing difficult circumstances, so Pastoral Care Friends support Friends with applications to Quaker charities for financial assistance when needed. In 2023 Area Meeting paid for four young people to attend residential summer school and Shrewsbury Local Meeting also supported a member completing (successfully) a PhD on Quaker history.

3.7 Maintaining and developing Quaker meeting houses as places of worship and from which to carry our witness into the world

We have meeting houses in Bewdley, Malvern, Shrewsbury and Worcester, all of which are wellmaintained, with the support of local Premises Committees. Annual checks are made on health and safety measures, and the relevant policy is displayed for all users. During 2023 further energy-saving steps were implemented at all four meeting houses. Lettings have recovered, to various degrees, after the enforced closures during the Covid-19 pandemic, and a small group of Friends is actively promoting Worcester meeting house as a venue for hire, helped by the presence of a supportive Resident Friend who is able to welcome users. Quaker literature is on display at all the meeting houses, and Shrewsbury Local Meeting has recently installed a new external noticeboard with more visible displays of Quaker posters.

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Worcestershire and Shropshire Area Quaker Meeting, Annual Report 2023

Church Stretton Friends rent appropriate rooms for their Sunday meetings for worship, and Telford Friends hold a licence to worship in a designated room in a community building, Meeting Point House. However, there is also regular scope in this area for outreach via Dale House, the former home of the Quaker Darby family, and now part of the Ironbridge Gorge Museums. One Friend works as a volunteer there, and monthly meetings for worship are held at Dale House during the summer.

3.8 Administering and maintaining our organisation and contributing to the support of Britain Yearly Meeting

Area Meeting was held six times during 2023. The meetings in January, March and November, were held online via zoom. In May, July and September Area Meeting was hosted by Worcester, Telford and Shrewsbury Meetings in turn, with facilities for Friends to join online as well as attend in person. At five out of six Area Meetings all Local Meetings were represented. The business of Area Meeting tends to be divided more or less equally between ‘inward-facing’ topics that keep the Area Meeting functioning, such as membership matters and appointments, and more ‘outward-facing’ topics such as those described in sections 3.3. and 3.4 of this report.

All Local Meetings also hold their own Meetings for Worship for Business, and when occasion arises will send minutes to Area Meeting for wider consideration. There are several groupings of role-holders that cut across Local Meeting boundaries, such as the Eldership and Pastoral Care group, and from time to time all clerks or all treasurers meet together for mutual advice and support.

As noted at the end of section 3.4, some Worcester and Shropshire Friends are involved in various BYM committees, and others undertake support roles at Yearly Meeting. One Church Stretton Friend is part of the group set up to review Yearly Meetings, Yearly Meeting Gatherings, and Meeting for Sufferings. She has also continued to work with Friends from Wales and the Marches to form a new single charity, and is involved in a similar project in Scotland. In October she invited Worcestershire and Shropshire Friends to an online session about ‘How some Area Meetings are getting together’, so we were updated about developments across the country that are beginning to change the shape of BYM.

4 Activities undertaken for public benefit

Many of the activities described in sections 3.2 to 3.4 of this report contribute to public benefit, as part of our charitable purposes. In addition, the Area Meeting contributes to the work of the Standing Advisory Councils on Religious Education in three local authorities, Shropshire, Telford and Worcestershire.

Overall, the Trustees have considered the Charity Commission’s public benefit guidance and believe that the charity’s objectives are for the benefit of the public.

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Independent Examiner's Report to the Members of Worcestershire and Shropshire Area Meeting

Independent examiner's report to the trustees of Worcestershire and Shropshire Area Meeting

I report to the charity trustees on my examination of the accounts of Worcestershire and Shropshire Area Meeting for the year ended 31st 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 with therequirements of the Charities Act 2011 ('the Act').

I report in respect of my examination of the Trust's accounts carried out under Section 145 of the Act and in carrying out my examination I have followed all applicable Directions given by the Charity Commission under Section 145(5)(b) of the Act.

Independent examiner's statement

I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me 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 accounts do not accord with those records; or

3. the accounts do not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a true and fair view which is not a matter considered as part of an independent examination.

I 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.

Russell Ball

D E Ball & Co Limited Chartered Accountants 15 Bridge Road Wellington Telford Shropshire TF1 1EB

11th July 2024

1

Incoming Resources Donations, legacies, and similar Income from activities to generate funds Investment income Quaker Activities Other Income Total incoming resources Resources expended Costs of Quaker activities Grants and donations Costs of generating funds Support Costs Governance Total resources expended Net incoming resources before transfers Transfers Transfers between funds (Quota) Other Transfers between Meetings Other transfers Net incoming resources before revaluations Gains (losses) on investments Net movement in funds Revaluation of Property Total funds brought forward, 1 January Prior year adjustment Total funds carried forward, 31 December These balances are held as: Total fixed assets Net current assets Net assets Acting as agent B/Fwd In Out C/Fwd Sta	Sta	tement o	Worcestershire and Shropshire Area Meeting f Financial Activities for the year ended 31 December 2023
		NOTES	1 2 & 3 4
			Unrestricted AM Central Funds Unrestricted Local Funds Total Unrestricted Funds Restricted Funds Endowment Funds	Total 2023	Total 2022
			4,683 43,703 48,386 50,798 959 27,342 28,301 110 8,041 8,151 0 0 0 10 15 25	99,184 28,301 8,151 0 25	43,923 33,213 3,523 1,060 21,534
			5,762 79,101 84,863 50,798	135,661	103,253
			2,150 20,000 22,150 5,919 17,253 23,172 2,768 22 2,790 675 1,383 63,913 65,296 0 0 0	22,150 23,172 3,465 65,296 0	28,880 15,729 14,826 4,654 25,353
			12,220 101,188 113,408 675	114,083	89,471
			-6,458 -22,087 -28,545 50,123	21,578	13,782
			6,680 -6,680	0 0	0 -8
			222 -28,767 -28,545 50,123	21,578	13,774
			-3,063	-3,063	-10,374
			222 -31,830 -31,608 50,123	18,515	3,400
			813,927 260,636 1,074,563 116	1,074,679	1,071,278
			814,149 228,806 1,042,955 50,239	1,093,194	1,074,678
			800,000 62,964 862,964 50,000 14,149 165,842 179,991 239	912,964 180,230	874,936 199,742
			814,149 228,806 1,042,955 50,239	1,093,194	1,074,679
		5	176 176 4,579 4,579 4,673 4,673	176 4,579 4,673	839 4,487 5,149
			0 82 82 0	82	176

Worcestershire and Shropshire Area Meeting Balance Sheet Summary as at 31st December 2023

		Unrestricted Funds	Unrestricted Funds	Restricted
		Central	Local	Special	Total 2023	Total 2022
Fixed assets Land and buildings Fixtures and fittings Investments	Notes	1 2 & 3 4
		800,000 50,000 62,964			850,000 0 62,964	800,000 0 74,936
Total fixed assets		800,000	62,964	50,000	912,964	874,936
Current assets Debtors Short term deposits Cash at bank and in hand		0 1,380 125,444 12,769 40,480 239			0 126,824 53,488	3,380 139,206 57,352
Total current assets		14,149	165,924	239	180,312	199,938
Current liabilities Creditors within one year Creditors after oneyear		82 0			82 0	196 0
Net current assets		14,149	165,842	239	180,230	199,742
Net assets		814,149	228,806	50,239	1,093,194	1,074,678

NOTES TO THE ACCOUNTS

NOTES TO THE ACCOUNTS
Note 1. Unrestricted funds, the centrally managed accounts Statement of Financial Activities for the year ended December 31 2023
Incoming Resources Donations, legacies, and similar Income from activities to generate funds Investment income Quaker Activities Other Income	Notes	Unrestricted Designated General Extension		Total 2023	Total 2022
		150 4,533 959 110 10		4,683 959 110 0 10	0 21
Total Incoming Resources before transfers		1,229 4,533		5,762	21
Total Incoming Resources		1,229 4,533		5,762	21
Resources Expended Costs of Quaker activities Costs of Quaker activities Grants and donations Costs of generating funds Support Costs Governance		810 1,340 5,919 2,768 1,383		2,150 5,919 2,768 1,383 0	1,702 129 2,999
Total Resources Expended before transfers		10,880 1,340		12,220	4,830
Net incoming resources before transfers		-9,651	3,193	-6,458	-4,809
Transfers to and from Local Meetings Transfers between funds (Quota) Other Transfers between Meetings Other transfers		6,680		6,680 0	6,960 200
Net incoming resources before revaluations		-2,971 3,193		222	2,351
Revaluation of Property Gains (losses) on investments
Net movement in funds		-2,971 3,193		222	2,351
Total funds brought forward 1 January		807,264 6,663		813,927	811,576
Total funds carried forward 31 December		804,293 9,856		814,149	813,927
These funds were held as follows: Fixed Assets Property Current Assets COIF deposit account COOP current account Lloyds TSB current account less Current Liabilities Creditor				800,000	800,000
				1,380 12,174 595	1,380 0 12,547
				14,149	13,927
Net current assets				14,149	13,927
Total Assets				814,149	813,927

Note 2. Local Unrestricted Funds (designated)

Statement of Financial Activities for the Year ended 31st December 2023

Incoming Resources Donations, legacies, and similar Income from activities to generate funds Investment income Quaker Activities Other income			Total	Total
	Notes	Bewdley Church Stretton Malvern Shrews'y Telford Worcester	2023	2022
		2,982 1,010 18,253 8,342 5,528 7,588 7,137 5,250 5,574 9,381 583 4,709 1,405 128 1,216 15	43,703 27,342 8,041 0 15	43,310 33,213 3,502 1,060 21,534
Total incoming resources		10,702 1,010 28,212 15,321 5,656 18,200	79,101	102,619
Resources expended Costs of Quaker activities Grants and donations Support costs Costs of generating funds Management and administration		375 950 11,843 1,008 5,396 428 3,300 20 5,850 5,427 201 2,455 11,808 504 13,889 21,424 16,288 22	20,000 17,253 63,913 22 0	27,178 15,600 25,383 13,876 1,655
Total resources expended		15,483 1,474 31,582 27,859 5,597 19,193	101,188	83,691
Net incoming resources before transfers		-4,781 -464 -3,370 -12,538 59 -993	-22,087	18,928
Transfers Transfers to AM (quota) Transfers from Restricted Funds Other transfers		-1,160 -440 -1,120 -1,360 -1,240 -1,360	-6,680 0	-6,960 -8
Net incoming resources before revaluations		-5,941 -904 -4,490 -13,898 -1,181 -2,353	-28,767	11,960
Gains (losses) on investments		-4,082 1,019	-3,063	-10,374
Net movement in funds		-5,941 -904 -8,572 -13,898 -1,181 -1,334	-31,830	1,585
Total funds brought forward, 1 Jan Prior year adjustment		32,387 12,313 94,369 66,634 13,125 41,808	260,636 0 0 0	259,049 0 0 0
Total funds carried forward, 31 Dec		26,446 11,409 85,797 52,736 11,944 40,474	228,806	260,635
These balances are held as: Total fixed assets Net current assets		62,964 26,446 11,409 22,833 52,736 11,944 40,474	62,964 165,842	74,936 185,698
Net assets		26,446 11,409 85,797 52,736 11,944 40,474	228,806	260,635

Note 3. Local Unrestricted Funds (designated) Balance Sheet Summary as at 31st December 2023

	Total Total	Total Total	Total Total	Total Total
Total fixed assets Land and Buildings Fixtures and Fittings Investments	Notes	Bewdley Church Stretton Malvern Shrewsbur y Telford Worcester	2023	2022
		62,964	0 0 62,964	0 0 74,936
Total Fixed Assets		0 0 62,964 0 0 0	62,964	74,936
Current Assets Debtors Short term deposits Cash at bank and in hand		23,750 21,886 41,554 38,254 2,696 11,409 947 11,182 12,026 2,220	0 125,444 40,480	3,380 137,826 44,689
Total Current Assets		26,446 11,409 22,833 52,736 12,026 40,474	165,924	185,895
Current Liabilities Creditors within one year Creditors after oneyear		82	82 0	196 0
Total Current Liabilities		0 0 0 0 82 0	82	196
Net Current Assets		26,446 11,409 22,833 52,736 11,944 40,474	165,842	185,699
Net Assets		26,446 11,409 85,797 52,736 11,944 40,474	228,806	260,635

Note 4. Restricted Funds

Statement of Financial Affairs for the Year ended 31st

December 2023

	**Notes **	Stay startup packs	Building	Total 2023	Total 2022
INCOMING RESOURCES		798	50,000	50,000 798	0 413
Voluntary Income Donation Contributions(and tax reclaimed)
Total voluntary income		798	50,000	50,798	413
Activities for generating funds Book and card sales
Total fromgenerating funds		0		0	0
Investment income Bank interest on deposits
Total from investments		0		0	0
Other incoming resources
Total other incoming resources		0		0	0
Total incoming resources		798	50,000	798	413
RESOURCES EXPENDED
Grants, subscriptions, donations ... to other bodies
Total costs ofgrants, etc		0	0	0	0
Costs of Quaker Activities Costs of generating funds Support costs Building improvements Bank charges Other support costs -professional fees		675	0	675	950
		0	0	0	0
Total direct support costs		0	0	0	0
Total resources expended		675	0	675	950
Net incoming/outgoing resources before transfers		123	50,000	123	(537)
Designated Transfers: From AM To another fund of the managingLM				0 0	0 0
		0		0	0
Net incoming/outgoing resources after transfers		123	50,000	123	(537)
Gains/losses on investments		0		0	0
Net movement in funds		123	50,000	123	(537)
Total funds brought forward,1 January		116	0	116	653
Prior Year's adjustment
Total funds carried forward, 31 December		239	50,000	50,239	116
These funds are held as: Fixed assets: Building			50,000	50,000
Total fixed assets		0	50,000	50,000	0
Current assets:Debtors Short-term deposits (e.g. COIF) Cash at bank and in hand		0 239		0 239	0 116
Total current assets		239	0	239	116
_Less_creditors
Net current assets		239	0	239	116
Net assets		239	50,000	50,239	116

Note 5 - Acting as agent

Received Held over previously Collections Paid Over Net Held	Central Bewdley Ch Stretton Malvern Shrewsbury Telford Worcester Total 2023 Total 2022 156.00 20.00 176.00 838.79 4,031.00 153.00 395.00 4,579.00 4,486.63
	0.00 0.00 0.00 0.00 4,187.00 173.00 395.00 4,755.00 5,325.42
	4,187.00 91.00 395.00 4,673.00 5,149.42
	0.00 0.00 0.00 0.00 0.00 82.00 0.00 82.00 176.00

The table above shows money collected by local meetings Acting as Agents. Bewdley, Church Stretton and Worcester meetings keep any special collections completely separate from their normal finances and do not act as agents