## **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||
|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)**
**TAR**
March **2012**
1
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.
- the charity’s organisational structure and any wider network with which the charity works;
- relationship with any related parties;
- trustees’ consideration of major risks and the system and procedures to manage them.
**TAR**
March **2012**
2
## **Section C Objectives and activities**
1. 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.
3. Maintenance and development of fundraising **projects** .
4. 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:
- policy on grantmaking;
- policy programme related investment;
- 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.
**TAR**
March **2012**
3
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.
**TAR**
March **2012**
4
## 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:
- **Brief statement of the charity’s policy on reserves** (a) keep a balance of around £5,000 in unrestricted funds in the current account.
- (b) transfer amounts over £5,000 into an easy access deposit account in order to earn some interest.
- (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.
- (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**
**TAR**
March **2012**
5
## **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.
- how expenditure has supported the key objectives of the charity;
- 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**
**TAR**
March **2012**
6
**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 £**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**Current value**
**(optional)**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**Current value**
**(optional)**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**When due**
**(optional)**|
||||**-**||
||||**-**||
||||**-**||
||||**-**||
||||**-**||
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