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2022-08-31-accounts

Trustees' Annual Report for the period

Period start date Period end date 01 09 2021 31 08 2022

From

To

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

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

[Constitution, adopted 15 January 2019 ]

How the charity is constituted

[Charitable Incorporated Organisation (CIO) ]

Trustee selection methods

[Trustees are appointed by existing trustees ]

Additional governance issues (Optional information)

You may choose to include additional information, where relevant, about:

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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March 2012

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Section C Objectives and activities

Summary of the objects of the
charity set out in its
governing document
Summary of the main
activities undertaken for the
public benefit in relation to
these objects (include within
this section the statutory
declaration that trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit)		 1. To provide and maintain, or assist in the provision and maintenance,
of a natural burial ground at Sun Rising Natural Burial Ground and
Nature Reserve for the public benefit.
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.
In planning activities for the year, the trustees have considered the
Commission’s guidance on public benefit.
A key focus of many activities is fundraising, because growing a capital
fund is central to achieving the charity’s objects in the long term.
Main activities undertaken:
1. Management of membershipsubscriptions and donations, which
make a significant contribution to fundraising.
2. Organisation and support ofeventsto 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 fundraisingprojects.
4. Support forvolunteer-led initiativesto further the objects of The
Friends.

Additional details of objectives and activities (Optional information)

You may choose to include further statements, where relevant, about:

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.

Over the year, about 125 volunteers contributed, amounting to around 360 person hours.

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March 2012

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Section D Achievements and performance

Summary of the main achievements of the charity during the year

Overview Income this year was less than the previous year; the number of events was limited by the ongoing building of the Longhouse and associated groundworks and landscaping. 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 3 September 2022. 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-2022/, together with a video recording of the AGM presentation.

The Fund

Fund Total: At the end of the year, the total fund stood at £174k, compared with £146k the previous year. A target fund total of £190k for the next financial year was proposed.

Annual Total :

The total for the year was £29k compared with £39k the previous year. This decrease was accounted for by generous donations in the previous year. 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 331, compared with 301 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.

Events

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 2022 : raised £858.

Open Day , May 2022: raised £96 on refreshments. Nature Walks , June 2022: raised £68 on refreshments. Jazz in the Roundhouse , July 2022: raised £603. Moth Night, August 2022: raised £96 on refreshments. 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.

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March 2012

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Section D Achievements and erformance p

Jams, Jellies and Chutneys : £2724 raised since 2018. Autumn Tea Towel : £933 raised since 2018. Summer Tea Towel : now available but not yet in profit. Children’s Book : £135 since 2019, the considerable costs now having been recouped and sales being in profit. Hare Key Rings: £180 raised since 2019. Hare Purses : £615 raised since 2018. Sun Rising Jute Bags are now available but not yet in profit. Sun Rising Perennial Calendar: £1842 raised since 2020. Sun Rising Honey: £5610 since 2012. Hare Lapel Pins : £1127 since 2015. Sun Rising Cards : £4565 since 2012.

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

Further financial review details (Optional information)

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March 2012

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You may choose to include additional information, where relevant about:

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.

This year £90k was invested, using the company based in Cheltenham, called Ethical Investors.

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) Emma Restall Orr Jane Townsend Position (eg Secretary, Chair, etc)[Treasurer ] Secretary Date 22/02/2023 22/02/2023

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March 2012

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The Friends of Sun Rising The Friends of Sun Rising The Friends of Sun Rising 1181570 1181570 1181570 CC16a
For the period
from		 01/09/2021 To 31/08/2022
Section A Receipts and payments
A1 Receipts Unrestricted
funds
to the nearest £
3,260
8,728
934
4,926
7,702
2,201
10
1,678

29,439
-
-
-
29,439
480
14
20
-
19
-
-
533
90,000
-
90,000
90,533
- 61,094
145,635
84,541		 Restricted
funds
to the nearest £
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
240
-
-
-
240
-
-
-
240
- 240
-
285
45		 Endowment
funds
to the nearest £
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-		 Total funds
to the nearest £
3,260
8,728
934
4,926
7,702
2,201
10
1,678
29,439
-
-
-
29,439
480
14
20
240
19
-
-
773
90,000
-
90,000
90,773
- 61,334		 Last year
to the nearest £
Subscriptions 3,260 -
Donations 8,728 -
Events 934 -
Projects 4,926 -
Donation from Nature Reserve Burial
Grounds		 7,702 -
Gift Aid 2,201 -
Bank Error 10 -
Interest 1,678 -
Sub total(Gross income for
AR)
29,439		 -
A2 Asset and investment sales,
(see table).
-
- -
~~Sub total~~ - -
Total receipts
A3 Payments
-

External Examinaton		 480 -
Domain Registration 14 -
GamblingLicence 20 -
Events:Jazz band - -
Projects: Honey jars 19 -
- -
- -
**Sub total ** 533 -
A4 Asset and investment
purchases, (see table)

7IM Investment fund		 90,000
-
**Sub total ** 90,000 -
Total payments
Net of receipts/(payments)
A5 Transfers between funds
A6 Cash funds last year end
Cash funds this year end
-
- 61,094 - 240 - - 61,334 -
- - - -
145,635 285 - 145,920 -
84,541 45 - 84,586 -

CCXX R1 accounts (SS)

26/10/2025

1

Section B Statement of assets and liabilities at Section B Statement of assets and liabilities at the end of the period
Categories
Signed by one or two trustees on
behalf of all the trustees
B5 Liabilities
B3 Investment assets
B2 Other monetary assets
B4 Assets retained for the
charity’s own use
B1 Cash funds		 Details
Investment Fund 1
Investment Fund 2
Details
Total cash funds
(agree balances with receipts and payments
account(s))
Current Account 1
Deposit Account 1
Bond 1
Details
Details
Details
Signature		 Unrestricted
funds
Restricted
funds
to nearest £
to nearest £
11,125
45
14,187
-
59,229
-
84,541
45
OK
OK
Unrestricted
funds
Restricted
funds
to nearest £
to nearest £
-
-
-
-
-
-
-
-
-
-
-
Fund to which
asset belongs
Cost (optional)
-
-
-
-
-
Fund to which
asset belongs
Cost (optional)
-
-
-
-
-
-
-
-
-
Fund to which
liability relates
Amount due
(optional)
-
-
-
-
-
Print Name
Jane Towsend
Emma Restall-Orr		 Endowment
funds
to nearest £
-
-
-
-
OK
Endowment
funds
to nearest £
-
-
-
-
-
-
Current value
(optional)
45,000
45,000
-
-
-
Current value
(optional)
-
-
-
-
-
-
-
-
-
When due
(optional)
Date of
approval
Jane Towsend 22/02/2023
Emma Restall-Orr 22/02/2023

CCXX R2 accounts (SS)

26/10/2025

2

CHARITY (OMMISSION FOR ENGLAND ANO WALES Independent examiner's report on the accounts Section A Independent Examlnerfs Report Report to the trusteesl members of af '.¥ Naiyi The Friends of Sun Rising On accounts for the year ended 31st August 2022 Charity no lif any) 1181570 Set out on pages I report to the trustees on my examination of the accounts oflhe above charity ('the Trust.) for the year ended 3110812020. Responsibilities and basis of report As the charity's trustees, you are responsible for the preparation of the accounts in accordance with the requirements 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 2011 Acl and in carying out my examination, I have followed all the applicable Directions given by the Charity Commission under section 145{5)(bl of the Act. Independent I have completed my examination. I confirm 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 with section 130 of the Charities Act, or the accounts did not accord with the accounting records., or the accounts did 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 Ihe 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 lo enable a proper understanding ofthe accounts to be reached. Signed: Date: 1410212023 Name: Frederick William Buxton Relevant professional qualificationls) or body lif any): Institute of Chartered Accountants England & Wales Membership # 1623631 Address.. 5 Granby Road, Honington Shipston-on-stour Wa￿1ckShlre, CV36 SAB

Section B Disclosure Only complete If the examiner needs lo highlight material matters of concern (see CC32, Independent examination of charity accounts.. directions and guidan￿ for examiners). Give here brief detalls of any items that the examiner wishes to disclose. No items to be disclosed.

CHARITY COMMISSION FOR ENGLAND ANO WALES The Friend8 of Sun Rising 1181570 Receipts and payments accounts CC16a For the period from 0110912021 To 3110812022 Section A Receipts and payments Unrestricted fun(Is to the nearest Rostrictod funds Endowment funds Total funds Last yoar tothp nearest £ totho n￿r•S1 £ to t￿ n•ar08t£ to the neareyt£ A1 Receipts Sub5cripIioTrs Don8bon$ Even15 Projects Don81ion ffcm Nature Reseroe Burial Grounds &ft Aid Ballk Error Interest Sub total(GrDSS income for AR) 3.260 8.728 934 4.926 3,260 8.Y28 934 4.926 7,702 7,702 2,201 10 1.678 10 29.439 29,439 A2 Asset and investment sales, (see tablel- Sub total 29,439 29.439 A3Pa ments ExLernal Examinaton Domain Reg15traiion Gambling Licence Evenls Jazz band Projects.. Honey Jars 480 14 20 14 240 240 19 19 Sub total 533 240 773 A4 Asset and Investment urchases, Isee tabl•l 71M Investment lund 90,0 90,000 Sub total 90,OLX> 90,533 240 90,773 Net of receipts/(payments) A5 Transfers between funds A6 Cash funds last year end Cash funds this year end 61,094 240 61,334 145,635 84,541 285 145,920 84.586 45 CCXX R1 accounts ISSI 1410212023

Section B Statement of assets and liabilities at the end of the period Unrestricted funds to neJTest £ Restricted funds to nearest £ Endowment fund5 to nearest £ Catcgorie DEta.,Is 81 Cash funds CurrenlAccount 1 11,126 45 Dèposrf Account i 14,187 Bond 1 59,229 Total cash funds 84,541 45 iaWbaLynC8$￿1lkn rec¢lptsana paym$rtg a¢o)UMls}I Unrestrict8d funds lo nearest £ Restrlcted funds to Deare$t £ Endowment fund8 to n•ar•5tÈ Details Fund to whi¢h a88et belon Curront value tional Details Inveslrnenl Fund 1 Cost lop¢lono11 B3 Investment assets 45,0 Inveslrnenl Fund 2 45,0 Futhd tu which asset belon Currpnt value onal Detsils Cost loptio1￿1) B4 Assets retained for the ¢harity'¥ own use rii- Fund to whi¢h relate5 Atnount due tSonal When due tyonal Details B5 Liabilities ZA## Signed by one or trustees on beh81f of all the Iruslees Date of roval Signature Prinl Name Jane Tow5end Emma Restall-orr CCXX R2 account5 ISSI 14102r2023