Quaker Community Bamford www.quakercommunity.org.uk Charity Number 1178584 Registered Address Quaker Community Water Lane Bamford Hope Valley Derbyshire S33 0DA email: mail@quakercommunity.org.uk
Annual Report 2021
Objectives and Activities
Our charity’s aims include furthering the general religious and charitable purposes of the Religious Society of Friends (Quakers) by living together as an intentional community to live out and demonstrate the Quaker Testimonies of peace, equality, truth, simplicity and sustainability. We also aim to work towards becoming a low carbon community and to protect the local natural environment through sustainable practices on our 10 acres of land.
The main way we fulfill these requirements is by offering opportunities for spiritual growth and renewal through both individual and private retreats and a program of facilitated retreats on various themes in accordance with our aims. We also offer working retreats to provide opportunities for visitors and guests to become involved in the sustainable management of our land and in growing organic food in the gardens, poly tunnel and greenhouses. Volunteers also help in the maintenance of our buildings and care of our guests.
The Community owns a large property, formerly the Derwent Water Board Offices in the heart of the Peak District National Park. Community members live and work as volunteers at the centre and share the work in maintaining the buildings, the biodiversity of the land and provide all aspects of hospitality, housekeeping, and administration. All our activities are evaluated by guests and visitors by written and oral feedback; we respond to and improve our practices where applicable.
The Quaker Community Bamford is wholly managed by trustees and has no employed staff. The charity receives no grants or funding from investments.
2021 was a difficult year with continuance of Covid restrictions. We received our first guests in the main house towards the end of July and are fortunate to have made options of Hut accommodation on the land available in the spring.
Achievements and Performance
1. Retreats, Lettings, and other Visitors
The normal annual retreat program is organized, managed, and facilitated by Community Members and is the main activity by which our charity fulfills its aims and objectives. These include residential retreats, working retreats and opportunities for volunteers to live and work alongside community members. We had no organized residential retreats in 2021 which would have normally included opportunities for spiritual learning, meditation, walking and creative arts. On the 13[th] March 2020 we had to close the Community due to Government restrictions at the outbreak of Covid and remained closed for the rest of that
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year and into 2021. The government delayed the planned June lifting of some restrictions for guests staying in the main house, we were at last open for guests in the main house on the 26[th] July 2021.
Early in 2021 we worked to re-purpose and provide Hut accommodation on the land for individual self-catering stays in readiness for the Spring. This accommodation was greatly appreciated after the lock downs, proving very popular with individuals and small groups enjoying the ‘Stay in Nature’ feel.
Peak Park Rangers found the use of the Woodland Hut as ‘excellent’ to run a series of art workshops, for the benefit of public participation.
We held a community retreat drawing on the local tradition of Derbyshire Well Dressing as we did in 2020, producing yet another splendid piece of artistry. Displaying the well dressing with afternoon tea was planned to coincide with an Eco Fair on the local Recreation Ground, however, the Eco Fair was cancelled due to concerns regarding Covid. We were able to display the well dressing as advertised, at the front of the house, allowing local people and others passing to view. It felt appropriate to keep the tradition alive in these continually difficult times, as village well dressers were unable to work together to produce their own well dressing. This also maintained our supported aim of integration and connection with the local community. A slide show was created and is presented on our website.
The Working Retreats were held again this year by the community members and volunteers. Working Saturdays resumed in May and attracted regular supporters who attended when able within the Covid guidelines.
The diversity of our premises and grounds normally attracts outside visiting groups running their own programs and retreats, for example, the 5 Rhythms dance group who were our last group booking allowed under the government guidelines in 2020, and one of the first group weekend bookings for Nov ’21 through to April ’22. Earlier than usual, we started getting inquiries regarding group bookings for 2022. Mid-April saw the first hardy campers, and we have found bookings for camping have decreased due to increased use of the huts. A very successful ‘acoustic music weekend’ took place in our grounds with musicians from surrounding areas camping and using hut accommodation. Others who find our unique and peaceful location conducive to research and writing were also now able to return.
The Community continued living and working together as one household. All were pleased to be reunited with friends and family after long absences. As soon as restrictions allowed a former community member booked the whole house for a family reunion.
July saw the Community able to host individual self-catering guests throughout the rest of the year, including a Grief Circle who met and stayed in our Woodland Hut.
Exploring our Core Values was an ongoing theme within our continuing Community development. Our spiritual development has been enhanced with engagement in ‘Experiment with Light’ monthly sessions, deepening our spiritual life together and open to all volunteers and guests alike. A shared meal is also open to all and enjoyed weekly.
Conflict within the community worked towards resolution with engagement in Non-Violent Communication (NVC) initially facilitated by Elderseers and attended by all Community Members. In seeking more harmonious living, we have started weekly Community building
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evenings which have greatly aided our communications, respect and valuing each other’s contributions.
2. Management of the Community
We managed the risk of Covid from spreading in the Community by increased cleaning, testing and infection control measures. Anyone with the onset of any symptoms isolated themselves. A Community member had a family member become terminally ill and spent some time away from the Community as part of their loved one’s support bubble, enabled by being furloughed from work and with the compassion of the Community. Sadly, this led to bereavement 2021.
In normal times Community Members organise and facilitate retreats and are responsible for the day to day running of the centre and its maintenance. This workload includes housekeeping, communications and administration, financial management, maintenance, gardening, catering and managing food stores. These tasks are shared between all members of the Community dependent on need, individual’s skills and gifts. However, sheer necessity means that someone has to empty and clean the chemical loos from the land users!
This year alongside our practical work, has been the challenge of the unknown and during this time of change, the Community has explored new ways of maintaining its income and supporting its work. We continue to offer volunteering opportunities, taking on volunteer tenants for long and short terms. This activity attracted three new volunteers for various periods of time over the year. We had potentially two further new members, but unfortunately their interest wained due to ongoing restrictions, or their circumstances changed.
We have had no shortage of people booking for self-catering stays, but we also had a lot of cancellations and re-bookings throughout the year. Ongoing Covid issues led us to question our booking deposit arrangements; we allowed guests to carry forward deposits already paid to re-book and not require deposits to secure a booking, this has proved helpful to all.
The Census in March recorded ten people living in the Community.
With no new community members and several volunteers moving on for a variety of reasons; two moving up into the village together, one of our long term volunteers headed off to the States for three months and again in December to return in 2022. Another finding accommodation for work in Yorkshire. We found ourselves to be exceptionally busy with fewer hands. We recognise the value and importance of our volunteers.
A Member found family separations distressing during lock down leading to a laying down membership to move closer to them. It has been an exceptionally difficult discernment year, with four Membership reviews. One member leaving after three years of service; one becoming a tenant for a year after eight years of service - enabling engagement with a new life outside community; another becoming a part-time member in preparation for leaving in 2022; the fourth continuing their membership for another year after three years’ service, and then to seek further discernment. It has been emotionally and mentally challenging for all.
We had three days ‘Visioning’ with the new Local Development Worker for Quakers in Yorkshire, including reviewing our core values. Past members who worked on the previous regeneration were approached, to seek ways forward and help was most forthcoming. We have found it easier to attract volunteers than Members. Plans are afoot to organise a
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weekend event for potential new members. Work in revamping the literature and publicity has been undertaken and is ongoing.
We recognised the need to find new Elderseer support as terms of service finished and had a request made to our Area Meeting for another Non-resident Trustee. It was agreed to keep our external trustees and Elderseers up to date in sending House Meeting notes and the Minutes of the Board of Trustee Meetings to all.
Ongoing maintenance of the roof, with inspection, has been undertaken; as have all other required annual maintenance, chimneys swept, and fire extinguisher inspection carried out.
Stewardship of the woodland and gardens owned by the Community is a priority action as set out in our charitable aims. Community members and volunteers contribute to the work of maintaining and improving the land using organic and sustainable practices including the erection of new compost bays in the field garden. A set format was agreed for Working Saturdays to include a Meeting for Worship, for a sharing reflection from the day; making the day a mini retreat for those who come to help in the gardens and woodland.
Spring saw most of our effort put into organising the self-catering Huts, new gas stoves, four sofa beds were purchased, and a wood burner renovated and installed, curtain poles made and fitted and redecoration done, sinks and shelter installed outside with water piped in and soakaways dug. To open in April 2021 each hut and camp area needed to have its own facilities; camping toilets and tents were purchased. Fire risk assessments carried out and fire safety equipment installed. Consideration needed to be given as to how to advertise the new venture. Winter opening of the Huts also had its challenges, with only one suitable for winter, with extra insulation and draught exclusion, curtains put up and extra wood.
Zoom exacerbated our poor broadband and after much delay a new system was installed in 2020. In completion of the job the phones needed transferring to the new provider in 2021. All external Board of Trustee Meetings, outside Meetings and socials are now held as blended via Zoom.
3. Community Life
Residential trustees’ lives are enriched by their shared experiences both within the community and in the wider local community. Engagement with our volunteers, family and friend visits, and the re-engagement with our guests, has increased appreciation of what we offer.
Our twice daily spiritual gatherings underpin all aspects of our working day and social engagement. Community Members are also supported, and peer reviewed by a panel of local Quakers, known as Elderseers, who support us in spiritual, pastoral and practical matters. This support can take the form of group meetings, conflict resolution and one to one support.
Elderseers proved invaluable over the last year in support of individuals and whole group in conflict resolution work using non-violent communications (NVC), and towards supporting our discernment meetings. We gathered together several times with Elderseers this year to consider what we could do to improve our communications and work around conflicting issues between each other. One of our Elderseers has impressed us with skills at creating a safe and welcoming space to air our issues using Non-Violent Communications. We have valued the insight into ourselves that this has given, and we
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are seeking to increase and use these NVC skills to create more harmonious and respectful relationships. As a result, we have initiated weekly Community Building evenings to air any concerns, and this is proving very inspiring.
Experiment with Light sessions are monthly and are open to all. We regularly share meals together in our lovely central kitchen. We set aside one morning a week to work together as a whole community. This has proved rewarding and fruitful enabling the tackling of bigger jobs, such as painting, pointing and weeding.
Community Members are active in the local community in the Hope Valley, individual members attend a local Prayer Group, Bamford Art Group, a Buddhist Sangha, Hope Valley Climate Action Group, the U3A and other social groups, most of these remained online this year.
In the early part of 2021 Hope Valley Local Quakers worshiped outside due to Covid guidelines. They decided to move to Moore Memorial Hall in April 2021 for the foreseeable future.
4. Financial Review
Financial performance : Despite the challenges caused by the Covid pandemic, the Quaker Community finished the financial year with a very satisfactory surplus of over ten thousand pounds overall and £8,634 surplus in our general fund. This is compared with a surplus of just £134 in 2020.
The two main factors for this healthy result were rents and guest income. Rents were up in 2020, due to more long-term volunteers, as well as only one member leaving. They were equivalent to 7.9 people for the whole year. Guest income was up by over £7,000 compared to 2020, despite no retreats in 2021. Two huts were given a makeover and general upgrade and Government restrictions allowed them to be available for guests to use from April, as they had separate facilities. Despite the facilities being very basic, they were extremely popular. The house was opened to guests at the end of July. The third improvement to guest income was one outside group staying between Christmas and New Year, whereas there had been none in 2020.
Expenditure overall was broadly in line with 2020. The interest element of the mortgage repayments dropped over £800 compared to 2020, because more of the monthly instalment is used for repayment of capital rather than on interest.
Financial Performance Going Forward: income from rents will be significantly down in 2022. In 2022 we are experimenting with a self-catering retreat, rather than the usual fully catered format. We expect more outside group bookings. Although group bookings are not one of our core purposes, the income from them supports the key objectives of the charity. This type of income plus steady income from self-catering guests in both the house and the huts should maintain guest income.
Reserves : The total reserves at 31 December 2021 were £280,553. The Quaker Community Bamford holds funds in reserve to:
Cover fluctuations in income and expenditure. These include paying the whole year’s insurance premium as a lump sum.
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Allow for decreases in income.
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Allow for unexpected major building repairs not covered by our insurance.
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Nearly all our funds are unrestricted as they have come from generated income, rather than donations.
General Funds: The general fund includes all our working capital and other money available for spending. In line with charity good practice, the trustees aim to hold the general fund at a level to cover the greater of six months budgeted income or six months budgeted expenditure. At the end of each financial year Trustees decide on the use and allocation of any surplus depending on the needs at the time. At the end of 2021 after fund movements, it held £37,209.75
Designated Funds:
Designated funds are funds for specific purposes determined by the trustees.
Special Projects Fund: was created from a year end surplus (in 2019). In 2021, we were unable to spend any of this fund. We had intended to use it for work eligible for a contribution from the Green Homes Grant. We obtained a quote for loft insulation, but then the firm pulled out of the Green Homes Grant scheme. Then we got a quote for underfloor insulation and made our application on the last day before the government closed the scheme. Then in October 2021, we discovered the government had “lost” our application. In 2022 we will use this money for double glazing for Caretakers Cottage. We got a quote in October, but the firm has a six-month waiting list. The special projects fund held £8,160.50 at the year end.
Maintenance Reserve Fund: In line with charity good practice, the trustees aim to hold the maintenance reserve fund at a level to cover the greater of six months budgeted income or six months budgeted expenditure. We are changing the policy for the Maintenance Reserve Fund. Repairs and Maintenance fall unevenly and can be expensive compared to other budget headings. In years when more maintenance is required this adds pressure to small but discretionary budgets such as seeds for the garden. In future we will draw the cost of all repairs and any uneven maintenance from this fund and will keep the fund topped up by a flat rate allocation from the general expenditure of £2000 per year. If needed, it will also be topped up from generated surplus. At the end of 2021 after fund movements it had £35,680.17.
The Capital Assets Fund is the amount of funds tied up in land buildings and other fixed assets including furniture and equipment. Unless these assets were sold, this money is not available for spending. At the end of 2021 it was just under two hundred thousand pounds at £199,440.
Restricted Funds
Restricted Funds are funds restricted or earmarked for a specific purpose by the donor. At the end of 2021 we had £62.67 in a bursary fund , which had been earmarked by the donor at the end of 2020. We did not spend any of it in 2021, partly because we had no retreats.
Risk Strategy
The principal risks facing the charity are in bold with how these risks are managed in the bullet points below each heading.
Lack of full community members/resident trustees
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Had four volunteers in 2021 who paid rent to live here with the community.
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To develop our thinking about new members we held three closed days followed by further actions
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We had two tenants on short contracts during 2021
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Lack of Income from guests
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Two self-contained huts from April 2021
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An improved website means we now have increased demand from self-catering guests from August 2021 onwards.
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We have extensive mailing lists and network of Quaker connections and supporters such as Associate Members.
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Started a regular Newsletter to keep in touch with supporters
An unsuitable person volunteers to be a community member / resident trustee
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Potential member’s fill in two sets of questions during the joining process.
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Potential members visit us several times until all community members have had a chance to get to know them.
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Potential members have some discernment with their local Quaker Meeting.
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Potential members come and live here for a three-month trial.
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We have support within Quaker network for conflict resolution skills and facilitation. We as community members hold weekly community building sessions to resolve any issues at an early stage including using NVC (Non-violent communication).
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Each member has regular discernments every three years or as needed.
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There is a maximum of three triennia for any Community Member, followed by at least a year out before reapplying.
The building falls into disrepair
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During Covid we carried out extensive DIY maintenance on the building.
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Every year we have a budgeted program of maintenance; both DIY work, carried out by ourselves and other work done by outside contractors.
Loss of spiritual life
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We commit ourselves to upholding twice daily Meeting for Worship.
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We hold Closed Days for ourselves.
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Community members participate in working together both on the land, well dressing and other community activities.
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We have a group of external people called Elderseers to oversee the spiritual and pastoral care of the community.
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In the autumn we put more conscious effort into building community and sharing together, including Experiment with Light meditations, shared meal and community building sessions.
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Our decision-making meetings are held using the Quaker Business method.
Reputational Risk
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With the help of Elderseers we reconnected with Hope Valley Local Meeting after a period of disharmony.
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Not countering rumours and misinformation. When approached, clearly explaining the facts and our perspective.
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Area Meeting has been supportive and evenhanded in handling a personal grievance.
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Being compassionate towards a leaving community member.
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We encourage guests and others to explore the issues and make up their own minds.
5. Financial performance going forward
Attracting suitable new community members/resident trustees remains an ongoing aim and a focus for 2021/2022 (Covid permitting). We also hope to attract more long-term volunteers through our website. A variety of opportunities exist for volunteers to share in the life of the Community. We agree that short- and long-term volunteering opportunities can be offered alongside our appeal for new members. Perhaps we may offer our self-
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contained property as family rental, alongside volunteering.
We plan to continue taking bookings as Covid restrictions allow for camping, hut users and self-catering guests in the main house. Along with group bookings and perhaps do some small retreats as Community offerings post Covid.
We are hoping to plan a Program of Retreats for 2023/2024 in September 2022 if we have new members. Retreats are currently too much work for the small number of resident members. It is also hoped to attract new members with different ideas moving forward.
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Four out of five Community Members have had discernment this year and our need for regeneration must be given priority. The Community’s need for Members may be addressed in advertising in the national Quaker press, on our website, on social media and with letters sent to Local Meetings to generate interest, possibly using the work already done on Community literature. We hope to have a presence at a Britain Yearly Meeting outreach event. Becoming a Quaker Recognised Body may also generate help in attracting new members through other Quaker Networks or even abroad through worldwide Friends.
In accordance with our commitment to low carbon living, our maintenance program in 2021 and onward is guided by the results of an Energy Survey undertaken by a local Energy Consultant in 2020. Our Application to the Governments Green Grant Scheme failed to generate any help towards our cost of improvements after government withdrawal of much needed funding. We keep improvements in our energy saving work and sustainability aspects in the budget as part of our continuing aim to be a low carbon Community.
6. Principal Funding Sources and their use
As can be seen in the accounts, the Principal Funding Sources are the income from rent paid by members, tenants and volunteers and some income from guests on individual retreats. Limited opportunities are offered to outside groups, who are sympathetic with our ethos and charitable aims, to rent the premises to run their own retreats thus providing us with another source of income. In 2021 due to the pandemic, we had only one outside group.
All our income is used to support our charitable objectives, by funding the maintenance and upkeep of the premises, and stewardship of our land. This in turn offers opportunities to welcome guests on personal spiritual retreat. We share with guests our community life and learning new skills guided by the principles of the Quaker Testimonies to equality, peace, truth, simplicity, and sustainability. All retreats offer opportunities for reflection and feedback so that the life of the community continues to grow through gaining new insights into spiritual, practical, and reflective ways of living. Offering what we do here to the wider spiritual community in the Hope Valley to use our facilities, land and gardens may generate further income. Perhaps use of our workshop space may also generate some income.
7. Plans for Future Periods
Plans for 2022 have been guided by our recent experiences. Following the cancellation of our retreats in 2021, due to Covid the winter period was focused on maintenance priorities. We ran no facilitated retreats in 2021. A retreat program is to be planned for 2023/2024 to invite guests and Friends to take part in community life in a broader sense. Our reinstated core program is influenced by us reviewing our aims and objectives in light of Covid, lock downs, and changes in community dynamics following discernments. The movement
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forward into 2022 is uncertain and unknown to a great extent. We live adventurously, and plan to make concerted efforts to find those Quakers who do likewise.
We are planning two weekends to attract people to explore community membership including providing opportunities to ask questions and learn about community life. We hope to give these people an opportunity to be in at the start, in order to influence the planning of the regeneration moving forward.
In 2022 we plan to reinstate three events specifically focused on the garden and land. These are sowing and planting in spring, an annual activity of mowing the meadow in summer using traditional methods with scythes and sickles. In autumn, woodland skills of coppicing, hedge laying, splitting and stacking logs. These working retreats support our charitable aim of sustainable stewardship of the land and natural resources. Maintenance items scheduled for 2022 are upgrading the double glazing for Caretakers cottage and refreshing the accessible bathroom. The Community with the help of volunteers dismantled the ‘ye oldie’ caravan as it was deemed to unfit to fix in late 2021, and so make space for something new. With the success of our Well Dressing by our Community we will offer a small retreat, based on Hope for Peace.
A great variety of tasks are fulfilled in monthly working Saturdays, these were reinstated in March and the outdoor space appreciated by all throughout the rest of the year. Regular volunteers return again and again to help out. A simple, homemade vegetarian lunch is provided, and new people are always welcomed. The Working Saturdays are continuing into 2022 and beyond.
We would like to encourage spiritual leaders from a variety of faiths, to take advantage of our beautiful location and peaceful and spirit focused way of life, for a period of rest and renewal. Charity workers and volunteers also find us a unique resource for respite. We feel it could be beneficial to hold a mid-week Quaker Meeting for Worship, post Covid, alongside our local Quaker Meetings and perhaps blended with an online presence. It is also hoped to nurture our spiritual life in continuing to run our Experiment with Light Sessions, perhaps attracting local practitioners who may seek a meditative practice.
Development of skills for giving discernment that is friendlier, more loving and kinder is to be worked towards, as whole group learning during our community building sessions.
Our work with our Core Purposes helped in exploring positive feedback used in publicity. Areas for further exploration could be:
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whole community retreats
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ways of feeling valued.
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community induction of new volunteers and members
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Day retreats and ways of running full retreats with only a few members
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Teamwork
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Using help offered through Community network of Associate Members
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Boundaries and continuity
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Unpacking the Testimonies - what does it mean to live them - how they are lived out
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Lifestyle, values, and newsletter
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Nurturing our volunteers
Our local Quaker Development worker proved to be a very willing supporter, who has offered planning support for 2022 and help with finding new members. We have not made any appeals for short- and long-term volunteers but hope to attract short term volunteers through our website. We plan to continue to work together with our Elderseers, volunteers
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and trustees to support all aspects of the practical and spiritual running of the community, a retreat program for 2023/24 and our charity.
8. Structure, Governance and Management
The charity’s organizational structure consists of resident and external trustees, along with volunteers. A review of our core values and objects has been done by all Trustees and Elderseers to make them more accessible. Community members are trustees of the charity whilst resident within the community. Community members and volunteers pay rent to live in the community and give unpaid service to provide for the aims of the charity. There are no subsidiary undertakings.
No members of the charity receive pay or remuneration or are employed by the charity. The rent payable by community members and volunteers whilst residing at the charity, is set by the external trustees. The rent was raised this year to be in keeping with local rises in costs of living, to be reviewed again in December 2022. Resident trustees receive an initial period of three months induction, which can be terminated or extended as the need arises by either party.
The charity is not affiliated to an umbrella group but does operate within the principles of the Religious Society of Friends (Quakers) in Britain. Our application to become a Recognised Quaker Body was successful and will aid integration into Quaker networking.
Day to day decision making is undertaken by resident trustees in regard to the running of the Quaker Community in furtherance of the charity’s objectives. Providing a place of spiritual retreat, pastoral care of visitors and community members, stewardship and protection of the local natural environment.
9. Reference and Administrative details
The external trustees delegate the day-to-day management of the charity to the community members who are resident trustees. Trustees may seek advice from the Religious Society of Friends (Quakers) in Britain governing body Britain Yearly Meeting.
Weekly House Meetings guide the day-to-day management of the charity and records of these meetings are kept and circulated to all trustees and Elderseers. CIO/Board of Trustee Meetings are held quarterly, unless an extraordinary meeting of the CIO is required (as was the case this year in regards a discernment matter). External and resident trustees attend CIO meetings. No decisions shall be taken unless a quorum is present, that is, three Charity Trustees, or the number nearest to one third of the total number of Charity Trustees, whichever is greater. Meetings are conducted in accordance with the principles of the Religious Society of Friends and the provisions of the current edition of the book of Christian discipline of the Yearly Meeting of the Religious Society of Friends (Quakers) in Britain as outlined in the constitution.
10. Administrative Information
Resident Trustees
Zee-Zee Heine
Cindy Metcalfe
Jayne Meadows
Linda Southwick (until Sept 2021)
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External Trustees Jasmine Piercy
John Rouse
Valda Dagnell
Gregory Nominton (until Oct 2021)
Solicitor
James McCallum, Russell-Cooke Solicitors, 2 Putney Hill, London, SW15 6AB
Auditor or Independent Examiner
John Hollis, Ashmeade, Edale Road, Hope, Derbyshire, S33 6ZF
Bank Account
Triodos Bank UK Ltd. Deanery Road, Bristol, BS1 5AS
Mortgage provider and Savings Account
Ecology Building Society, 7 Belton Road, Silsden, Keighley, West Yorkshire, BD20 0EE
The charity has no investments and therefore does not require an investment advisor.
Annual Report submitted on behalf of the Charity by co clerks/secretary Valda Dagnall Cindy Metcalfe
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Quaker Community Bamford Charity number 1178584
Final Accounts to 31 December 2021
Date Printed 17/06/2022
Quaker Community Bamford
Charity number 1178584
Annual Accounts for the year 1 January 2021 to 31 December 2021
Statement of Financial Activities
| Income Note Donation Income Charitable Activities Other Income Other Trading 2 Expenditure Charitable Activities Governance Costs Fund-raising Support Costs Other 3 Net income/(expenditure) Net movement in funds Funds Brought Forward Total funds carried forward |
2021 2020 2,877 3,093 14,700 7,266 37,744 35,455 45 49 |
|---|---|
| 55,366 45,864 |
|
| 44,642 45,730 42 - 10 - |
|
| 44,695 45,730 |
|
| 10,672 134 |
|
| 10,672 134 270,237 270,103 |
|
| 280,908 270,237 |
Quaker Community Bamford
Charity number 1178584
Annual Accounts for the year 1 January 2021 to 31 December 2021
Balance Sheet as at 31 December 2021
| Fixed Assets Land and Buildings Cyclical Building Work Furniture and Equipment Total fixed assets (note 4) Current Assets Stock Debtors Cash at Bank and in hand Total current assets Creditors: amounts falling due within one year Net current assets (note 5) Total assets less current liabilities Mortgage (note 6) Net Assets or (Liabilities) Represented by Funds of the Charity (note 7) Signed by the treasurer Zee-Zee Heine And on behalf of all of the Trustees Cindy Metcalfe Trustee |
2021 2020 353,614 353,614 70,514 79,896 5,229 5,817 429,358 439,328 1,500 1,446 2,272 2,738 79,931 71,904 83,702 76,088 2,234 2,017 81,469 74,071 510,826 513,398 229,918 243,162 280,908 270,237 280,908 270,237 Date Date |
|---|---|
Quaker Community Bamford
Charity number 1178584
Annual Accounts for the year 1 January 2021 to 31 December 2021
Note 1 Accounting Policies (agreed at house meeting 3/3/2020)
| 1.1 These accounts have been prepared under the historical cost convention with |
|---|
| items recognised at cost or transaction value. |
| 1.2 The accounts have been prepared in accordance with the Statement of |
| Recommended Practice: Accounting and Reporting by Charities and in accordance with the |
| Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) issued on |
| 16 July 2014 and with the Charities Act 2011. |
| 1.3 These accounts have been prepared using the going concern principle, as we |
| are continuing as a charity for the year ahead. |
| 1.4 The accounts have been prepared to present a true and fair view of the |
| financial state of the charity. |
| 1.5 Recognition of income: income is included in the Statement of Financial |
| Activities (SoFA) when the charity is entitled to the money and the money has been received by |
| the time of the independent examination or is reasonably expected to be received. |
| 1.6 Offsetting: There has been no offsetting of assets and liabilities, or income and |
| expenses. |
| 1.7 Donations: donations are included in the accounts when received. |
| 1.8 Gift Aid: we did not have a gift aid scheme. |
| 1.9 Donated Goods: donated goods are not included in the accounts because they |
| are second hand and because they are not sold, so therefore the value cannot reliably be |
| measured. Donated goods usually soft furnishings such as sheets, towels and curtains and |
| sometimes furniture. They are either used for the work of the charity or passed on to another |
| charity. |
| 1.10 Donated services: all the members and volunteers living at the property give a |
| large amount of time to the work of the charity. Retreatants, guests and day visitors also |
| donate their time to the work of the charity. All this work is not included in the accounts as it |
| cannot be reliably measured. The value of this voluntary help is described in the trustees’ |
| annual report. |
| 1.11 Associate Membership subscriptions are shown in the accounts as donations, |
| because the benefit is not material. |
| 1.12 Governance and support costs: Governance costs comprise all costs involving |
| public accountability of the charity and its compliance with regulation and good practice. |
| Support costs are normally central functions and are normally allocated to activity costs. As we |
| are a small charity, we have no central functions and only one activity cost category, so there is |
| no need to split support costs between different activities. |
| 1.13 Some trustees, live at the property, carry out the work of the charity (on a |
| voluntary basis) and pay rent at some what below market rate. They live together as a |
| community and carry out the objects of the charity. See the annual report for more details. |
| 1.14 Deferred income: No item of deferred income is due or has been included in |
| the accounts. |
1.15 Tangible fixed assets for use by charity. These are capitalised if they can be used for more than one year, and cost at least £50. They are valued at cost. Assets are depreciated using the straight line method over the following years: Land and buildings including major improvements not depreciated Refurbishments, major repairs, and cyclical maintenance 16 years Furniture and equipment 5 years (though in fact all our furniture has been donated, so there is only equipment purchased and depreciated.) 1.16 Stock: the stock of food and other consumables including cleaning materials and toilet paper are valued at the purchase cost. 1.17 Debtors: Debtors are measured at the amount due, unless receipt of the income is in doubt. See above note about income. Accrued expenses are proportioned between accounting periods. 1.18 Funds: Our general fund and all our funds in 2021 are unrestricted funds. Designated funds are where we have set money aside for a particular purpose. The one restricted fund was from an earmarked donation.
Quaker Community Bamford
Charity number 1178584
Annual Accounts for the year 1 January 2021 to 31 December 2021
Note 2 Income
| Donation Income Donations Associate Members Guest Food Donations for Bursary Fund sub total Charitable Activities Retreats Self caterers: house huts & camping outside groups Room Hire sub total Other Income Rent from all residents Family members and personal guests Food bought by residents Interest Received Way-leaves sub total Other Trading Sales of cards etc. sub total Total Income |
2021 2020 £ £ 1,814 1,839 611 1,150 452 41 63 |
|---|---|
| 2,877 3,093 |
|
| - 3,110 12,185 3,456 2,200 - 315 700 |
|
| 14,700 7,266 |
|
| 33,248 31,447 328 143 3,358 3,033 670 693 140 140 |
|
| 37,744 35,455 |
|
| 45 49 |
|
| 45 49 |
|
| 55,366 45,864 |
Quaker Community Bamford
Charity number 1178584
Annual Accounts for the year 1 January 2021 to 31 December 2021
| Note 3 Expenditure Charitable Activities Interest on Mortgage Metered Utilities: water gas electricity Phone, broadband Insurance and council tax Depreciation DIY Maintenance 2020 Projects Household Durables Outside Contractors Subscriptions to publications Office Costs And Bank Charges Food for Retreats and events Land and Garden Travel sub total Governance Costs Independent examination expenses sub total Fund-raising Brochure and mailing Website Cards for Sale Other Publicity sub total Other sub total Total Expenditure Other information: |
2021 2020 £ £ 9,621 10,468 7,788 8,513 9,077 8,633 11,562 11,455 100 305 91 51 1,552 1,690 144 283 226 4,429 3,896 79 364 9 38 |
|---|---|
| 44,642 45,730 |
|
| 42 | |
| 42 - |
|
| 10 | |
| 10 - |
|
| 44,695 45,730 |
|
All our publicity, such as our brochure and website, is also our fund-raising as it attracts visitors, guests and resident trustees which are our main forms of income.
Quaker Community Bamford Charity number 1178584 Annual Accounts for the year 1 January to 31 Deceber 2021
Fixed Assets
| Cost brought forward Additions Disposals Cost carried forward Depreciation b/f Disposals Charge for the year Depreciation c/f Net Book Value 31/12/ 2020 Net Book Value 31/12/ 2021 |
Land & Cyclical Furniture & building Building wor Equipment not depreciated 6.25% SL 20% SL 353,614 226,576 26,694 - 258 1,334 - - - 353,614 226,834 28,028 - 146,679 20,877 - - 9,640 1,922 - 156,320 22,799 353,614 79,896 5,817 353,614 70,514 5,229 |
Total 606,884 1,592 - |
|---|---|---|
| 608,476 | ||
| 167,557 - 11,562 |
||
| 179,119 | ||
| 439,328 | ||
| 429,358 |
SL means the straight line method of depreciation not the reducing balance method.
Other information:
In 2018 when we became a charity, the assets were donated to us by the Quaker housing co-op that owned them. A revalueation was not done at that time , so the figures in this table are the historical cost when bought or aquired by the housing coop plus the cost of any thing we have bought since.
Quaker Community Bamford
Charity number 1178584
Annual Accounts for the year 1 January 2021 to 31 December 2021
| Note 5 Net Current Assets Stock food cleaning materials and toilet paper Debtors Refund Awaited Income debtors Prepayments sub total Cash Triodos Current account Triodos Debt Card Account Saving account Ecology BS Cash in hand sub total Total current assets Creditors Accrued Expenses Income in advance sub total Net Current Assets Note 6 Long Term Liabilities |
2021 2020 £ £ |
|---|---|
| 1,500 1,446 |
|
| 484 510 213 1,762 2,041 |
|
| 2,272 2,738 |
|
| 11,839 4,479 800 800 67,292 66,626 - |
|
| 79,931 71,904 |
|
| 83,702 76,088 |
|
| 1,760 2,017 474 |
|
| 2,233.55 2,017 |
|
| 81,469 74,071 |
|
The Mortgage is from the Ecology Building Society and secured on the land and buildings
Quaker Community Bamford
Charity number 1178584
Annual Accounts for the year 1 January 2021 to 31 December 2021
Note 7
Funds
| 2021 Fund movements Unrestricted Funds General Fund Special projects Long term Maintenance Reserve Fund Capital Assets Fund Restricted Fund Bursary Fund 2020 Fund movements |
Funds Brought Forward Allocation of Surplus/ (deficit) Closing Fund Balance 37,575 10 - 37,565 8,161 - 8,161 28,272 7,408 35,680 196,166 3,273 199,440 63 63 |
|---|---|
| 270,237 10,672 280,908 |
|
| 270,103 134 270,237 |
Funds
Unrestricted Funds
The General Fund is available for spending.
Designated Funds
The capital assets fund is the amount of funds tied up in land buildings and other fixed assets. Unless these assets were sold, this money is not available for spending. The total of this fund is equal to the net book value of the fixed assets see note 4, less the amount of the mortgage still to be paid, see long term liabilities.
The Long term Maintenance Reserve Fund is used for unexpected maintenance, and repairs, and larger one off maintenace such as the electrical installation condition report. Special Projects Fund was used in 2020 for larger cost work including energy saving measures, a new lawnmower and various maintenance projects. In 2021 it was going to be used for work partly covered by the Green Homes Grant, but the Government lost our application. In 2022 it will be used for inproved double glazing.
Restricted Funds
Bursary Fund was createdby an earmarked donation.
Quaker Community Bamford
Charity Number 1178584
Independent Examiner's Report
I have examined the Income and Expenditure Account plus Balance Sheet which are in agreement with the records of the Quaker Community Bamford. I have obtained all the information and explanations which were necessary for the review.
In my opinion, the Accounts show a true and fair view of the Community's Income and Expenditure for the year ending 31 December 2021 in stating an excess of income over expenditure of £10,672
John Hollis FCCA
17.06.22