Trustees' Annual Report for the period
Period start date Period end date 01 09 2020 31 08 2021
To
From
Section A Reference and administration details
Charity name The Friends of Sun Rising The Friends of Sun Rising Natural Burial Ground Other names charity is known by and Nature Reserve, The Friends Registered charity number (if any) 1181570
8 Welchman Place |
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| Tysoe | |
| Warwick | |
| Postcode | CV35 0SU |
Charity's principal address
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 |
Trustee name | Office (if any) | Dates acted if not for **whole year ** |
Name of person (or body) entitled to appoint trustee (ifany) |
|---|---|---|---|---|
| Elizabeth Bean | CharityLiaison Officer | |||
| Bruce Chatterton | Chair | |||
| Elizabeth Gray | ||||
| David Orr | MembershipSecretary | |||
| Emma Restall Orr | Treasurer | |||
| Jane Townsend | Secretary | |||
| Belou Fox-Furniss | 19/12/2020-31/8/2021 | |||
Names of the trustees for the charity, if any, (for example, any custodian trustees)
Name Dates acted if not for whole year
Names and addresses of advisers (Optional information)
Type of adviser Name Address
Name of chief executive or names of senior staff members (Optional information)
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Section B Structure, governance and management
Description of the charity’s trusts
Type of governing document
- (eg. trust deed, constitution)
[Constitution, adopted 15 January 2019 ]
How the charity is constituted
- (eg. trust, association, company)
[Charitable Incorporated Organisation (CIO) ]
Trustee selection methods
- (eg. appointed by, elected by)
[Trustees are appointed by existing trustees ]
Additional governance issues (Optional information)
You may choose to include additional information, where relevant, about:
- policies and procedures adopted for the induction and training of trustees;
The Friends of Sun Rising works closely with Nature Reserve Burial Grounds Ltd (NRBG), who owns the land.
Trustees Emma Restall Orr and David Orr are owners and directors of Nature Reserve Burial Grounds Ltd.
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the charity’s organisational structure and any wider network with which the charity works;
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relationship with any related parties;
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trustees’ consideration of major risks and the system and procedures to manage them.
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Section C Objectives and activities
- To provide and maintain, or assist in the provision and maintenance,
Summary of the objects of the of a natural burial ground at Sun Rising Natural Burial Ground and
charity set out in its Nature Reserve for the public benefit.
governing document 2. To promote for the benefit of the public the conservation protection and improvement of the physical and natural environment at Sun Rising Natural Burial Ground and Nature Reserve, in particular by promoting biological diversity.
Summary of the main In planning activities for the year, the trustees have considered the activities undertaken for the Commission’s guidance on public benefit. public benefit in relation to these objects (include within A key focus of many activities is fundraising, because growing a capital this section the statutory fund is central to achieving the charity’s objects in the long term. declaration that trustees have had regard to the guidance Main activities undertaken: issued by the Charity Commission on public 1. Management of membership subscriptions and donations , which benefit) make a significant contribution to fundraising. 2. Organisation and support of events to do one or more of the following: • raise funds. • support family and friends of those buried or remembered at Sun Rising.
• develop the site as a nature reserve. • promote interest in the site as a developing nature reserve.
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Maintenance and development of fundraising projects .
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Support for volunteer-led initiatives to further the objects of The Friends.
Additional details of objectives and activities (Optional information)
You may choose to include further statements, where relevant, about:
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policy on grantmaking;
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policy programme related investment;
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contribution made by volunteers.
We are lucky to have a strong community of volunteers, whose desire to get involved is fuelled by their connection to the site, it being the last resting place of loved family and friends.
Other volunteers are enthused by the creation, development and successes of the growing nature reserve.
Volunteers get involved to help maintain and develop the burial ground and nature reserve, to help raise funds for the long-term care of the site, and to share support and company with others who have experienced loss or are moving through grief.
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Section D Achievements and performance
Summary of the main achievements of the charity during the year
Overview
Despite the ongoing challenges of COVID, income this year again exceeded the previous year. Online and offline events were held to raise funds, support nature reserve development and nurture the Sun Rising community. Below follows an abridged version of the Trustees’ Annual Report, presented to the AGM on Saturday 11 September 2021. It covers the charity’s main achievements and activities during the year. A PDF copy of the full, illustrated report can be viewed at https://sunrising.co.uk/friends-of-sun-rising/agm-2021/, together with a video recording of the AGM presentation. The Fund
Fund Total: At the end of the year, the total fund stood at £146k, compared with £107k the previous year. A target fund total of £180k for the next financial year was proposed. Annual Total : This year’s income again exceeded previous years. The total for the year was £39k compared with £29k the previous year. This increase was largely accounted for by generous donations on the part of supporters, while income from other sources showed increases too. Subscriptions: The number of individuals who subscribe as Friends continues to grow. At the end of the year, the total number of subscribing Friends stood at 301, compared with 269 the previous year. Fundraising Regulator : The Friends has registered with the Fundraising Regulator as a mark of our commitment to best practice in this arena. Legacies : A new leaflet about leaving a legacy to The Friends of Sun Rising has been produced is now in circulation. Events
With ongoing safety in mind, events were held online or live as appropriate. Led by trustees and supported by volunteers, these were all well received. These included: Online Quiz Night: Feb 2021 : raised £479. Spring Music Video Apr 2021 : raised £758 to date. Book Sale : raised £200. Roll of Remembrance , July 2021. This was recorded and published online for a period of time. Although not primarily intended as a fundraiser, £850 was received in donations.
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Section D Achievements and erformance p
Moth Night August 2021 : A talk and guided moth night at Sun Rising with Peter Cranswick, renowned naturalist of Slimbridge Wildfowl Trust. With safety in mind, this has now been postponed to August 2022.
A number of events are in the pipeline for the next year.
Product Sales and Projects
Below is a summary of funds raised from current projects, with additional notes about progress or scope. Jams, Jellies and Chutneys : £1156 raised since 2018. Winter Tea Towel : £793 raised since 2018. Hare Key Rings: £85 raised since 2019. Projected income is £525. Hare Purses : £488 raised since 2018. Sun Rising Perennial Calendar: £1404 raised since 2020. Sun Rising Honey: £4478 since 2012.
Hare Lapel Pins : £1074 since 2015. Sun Rising Cards : £4164 since 2012.
Children’s Book - So, where are we going exactly : This book continues to find an audience. Addressing death as part of the cycle of the natural world, it is proving a valuable resource for 6 to 10 year-olds and their parents.
Section E Financial review
The Friends’ current policy on reserves:
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Brief statement of the charity’s policy on reserves (a) keep a balance of around £5,000 in unrestricted funds in the current account.
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(b) transfer amounts over £5,000 into an easy access deposit account in order to earn some interest.
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(c) once the amount in the deposit account reaches an appropriate sum, invest safely in a financial product such as a fixed term bond in order to earn higher interest.
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(d) ensure that funds are always held with financial organisations that are covered by the FSCS, and that funds held with any one organisation does not exceed the FSCS limit of £85,000.
The purpose is to grow a capital fund to ensure an income for the management of the site as a nature reserve once it is no longer generating an income as a burial ground.
This fund must be sufficient to provide protection for the site, continuing to develop and maintain it as an ecologically valuable nature reserve, and a place which continues to honour those who have been laid to rest there.
Details of any funds materially Not applicable in deficit
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Further financial review details (Optional information)
You may choose to include additional information, where relevant about:
- the charity’s principal sources of funds (including any fundraising);
Investment Policy :
The Friends has a policy of investing only in organisations with an explicit ethical policy. At this point, safe investments are favoured, even at the expense of higher interest.
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how expenditure has supported the key objectives of the charity;
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investment policy and objectives including any ethical investment policy adopted.
Section F Other optional information
Section G Declaration
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s)
Full name(s) Position (eg Secretary, Chair, etc)
Date
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The Friends of Sun Rising 1181570 Receipts and payments accounts CC16a For the period 01/09/2020 To 31/08/2021 from
Section A Receipts and payments
| A1 Receipts | Unrestricted funds to the nearest £ 2,980 18,430 1,529 4,244 8,845 1,711 1,683 39,422 - - - 39,422 480 303 50 20 - - - - 853 - - - 853 38,569 107,066 145,635 |
Restricted funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - 285 285 |
Endowment funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - |
Total funds to the nearest £ 2,980 18,430 1,529 4,244 8,845 1,711 1,683 39,422 - - - 39,422 480 303 50 20 - - - - 853 - - - 853 38,569 |
Total funds to the nearest £ 2,980 18,430 1,529 4,244 8,845 1,711 1,683 39,422 - - - 39,422 480 303 50 20 - - - - 853 - - - 853 38,569 |
Last year to the nearest £ |
|---|---|---|---|---|---|---|
| Subscriptions | 2,980 | - | ||||
| Donations | 18,430 | - | ||||
| Events | 1,529 | - | ||||
| Projects | 4,244 | - | ||||
| Donation from Nature Reserve Burial Grounds |
8,845 | - | ||||
| Gift Aid | 1,711 | - | ||||
| Interest | 1,683 | - | ||||
| Sub total(Gross income for AR) |
39,422 | - | ||||
| A2 Asset and investment sales, (see table). |
||||||
| - | ||||||
| - | - | |||||
| Sub total | - | - | ||||
| Total receipts A3 Payments |
||||||
| - | ||||||
| External Examinaton | 480 | - | ||||
| Badges and Leaflets | 303 | - | ||||
| FundraisingRegulator | 50 | - | ||||
| GamblingLicence | 20 | - | ||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| **Sub total ** | 853 | - | ||||
| A4 Asset and investment purchases, (see table) |
||||||
| - | ||||||
| - | ||||||
| **Sub total ** | - | - | ||||
| Total payments Net of receipts/(payments) A5 Transfers between funds A6 Cash funds last year end Cash funds this year end |
||||||
| - | ||||||
| 38,569 | - | - | 38,569 | - | ||
| - | - | - | - | |||
| 107,066 | 285 | - | 107,351 | - | ||
| 145,635 | 285 | - | 145,920 | - |
CCXX R1 accounts (SS)
03/09/2025
1
| Section B Statement of assets and liabilities at the end of the period | Section B Statement of assets and liabilities at the end of the period | Section B Statement of assets and liabilities at the end of the period | Section B Statement of assets and liabilities at the end of the period | |
|---|---|---|---|---|
| Categories B1 Cash funds B2 Other monetary assets B4 Assets retained for the charity’s own use B5 Liabilities B3 Investment assets |
Details Details Current Account 1 Deposit Account 1 Bond 1 Details Details Total cash funds (agree balances with receipts and payments account(s)) Details |
Unrestricted funds to nearest £ 8,897 78,954 57,784 145,635 OK Unrestricted funds to nearest £ - - - - - Fund to which asset belongs Fund to which asset belongs Fund to which liability relates |
Restricted funds to nearest £ 285 - - 285 OK Restricted funds to nearest £ - - - - - - Cost (optional) - - - - - Cost (optional) - - - - - - - - - Amount due (optional) - - - - - |
Endowment funds to nearest £ |
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| OK | ||||
| Endowment funds to nearest £ |
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| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| Current value (optional) |
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| - | ||||
| Current value (optional) |
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| When due (optional) |
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Signed by one or two trustees on behalf of all the trustees Signature
Print Name
Date of approval
CCXX R2 accounts (SS)
03/09/2025
2
CHARITY COMMISSION Independent examinerfs report on the FOR ENGLAND AND WALES accounts Section A Independent Examiner's Report Report to the trusteesl members of The Friends of Sun Rising On accounts for the year ended 315t August 2020 Charity no lif any) 1181570 Set out on pages I report to the trustees on my examination of the accounts of the above charity (llhe Trusf) for the year ended 3110812020. Responsibilities and basis of report As the tharity's trustees. you are responsible for the preparation of the accounts in arxordance with the requirements of the Charities Act 2011 ("the Acr). I report in respect of my examination of the Trust's accounts carried out under section 145 ofthe 2011 Act and in carying oul my examination, I have followed all the applicable Directions given by the Charity Commission under section 145(5}{b) of the Act. Independent I have completed my examination. I confim that no material matters have examiner's statement come to my attention in connection with the examination which gives me cause to believe that in. any material respect". the accounting records were not kept in accordance Wrth section 130 of the Charities Act,. or the accounts did not accord with the accounting records.. or the accounts did not comply wrth the applicable requirements conceming the fOn and contenl of accounts set out in the Charities {Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a Irue and fairf view which is not a matter considered as part of an independent examination. I have no concems and have come across no other matters in connection with the examination to vthich attenlion should tE drawn in this report in order to enable a proper understanding of the accounts to be reached. Signed: Date: 2310312021 Nama: Frederick William Buxton Relgvant profossional qualificationls) or body lif any): Instrtute of Chartered Accountants England & Wales Membership # 1623631 Address: S Granby Road, Honington Shipston-on-stour Warwickshire, CV36 SAB
Section B Disclosure Only complete if the examiner needs to highlight materia1 matters of concem (see CC32, Independenl examination of chartty accounts: directions and guidance for examiners). Glve here brief detsils of any items that the examiner wishes to disclose. No items to be disclosed.
CHARITY COMMISSION FOR ENGLANO AND WALES 1181570 Thv Frlendg of Sun Rlslng Receipts and payments accounts CC16a For the period 0110912019 To 3110812020 Section A Receipts and payments Unrestricted funds Rèstricted lunds Endowrnent funds Total funds Last year tothe #èawt£ to Iho nfrarest£ th• n•ar•st £ to th& n•ar•st£ A1 Recelpts 2,689 10,558 919 4.160 0(allOnS Events Proi6¢t$ Raffièrrtthba Donation from Natu Re$ve Buri GroJnds Gift Aid Interesl 10,408 919 194 7,998 1,185 Sub total(Gross income for AR) 29.108 150 29,258 A2 Asset and investment sales, Isee table). Sub total 29,108 29,258 A3Pa ments Po8t8ge and OfticeAdmin Sub total 26 A4 Assèt and Investment purchases, see table) Sub total Net of recelpts/(payments) A5 Transfers between funds A6 Cash funds last year end Cash funds this yaar 29.082 150 29,232 TT,984 107.066 135 285 78,119 107,351 CCXX R1 8cuunts ISSI 2310312021
Section B Statement of assets and liabilities at the end of the period Unrestricted funds to nBire5t£ Restricted funds to near8St£ Endowment funds to nearest£ Calogorlé8 D•tsll• B1 Cash fund8 CUertA¢¢OVTht 1 8,511 DepOt AcctyA 1 42.164 Borvj 1 56,371 Total cash funds 107,066 285 Axxrfs}1 Unrestrlct¢d funds Re5trietod funds to nearest£ Endowrnent funds to neamt£ Detslls to rTeSt£ Fund tO7whKh Details C1 (OPOnal) Currfrntvalug Fund to which CUnI lu• onal Detsl 06t lopVon411 B4 Ass91$ retained for the charlty's own usè Fund to which reiAtOS Amount duo When duè Dètalls BS Liabilities Signed by ¢ne lx Mo tru8t88s on behaNof all the Injst Signalure Print Name Date of roval CCXX R2 accounts ISSI 2310312021