## **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
- (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**
|**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 membership**subscriptions and donations**, which
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.
Over the year, about 125 volunteers contributed, amounting to around 360 person hours.
**TAR**
March **2012**
3
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.
**TAR**
March **2012**
4
## 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)**
**TAR**
March **2012**
5
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.
This year £90k was invested, using the company based in Cheltenham, called Ethical Investors.
- 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)** Emma Restall Orr Jane Townsend **Position (eg Secretary, Chair, etc)**[Treasurer ] Secretary **Date** 22/02/2023 22/02/2023
**TAR**
March **2012**
6
||**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
Wa1ckShlre, 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 nr•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 loptio11)
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