## **Trustees' Annual Report for the period** Period start date Period end date 01 09 2022 31 08 2023 **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 **Charity's principal address** ||| |---|---| |
8 Welchman Place|| |Tysoe|| |Warwick|| |**Postcode**|CV35 0SU| **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)**| |---|---|---|---|---| ||Belou Fox-Furniss|||| ||Bruce Chatterton|Chair||| ||David Orr|MembershipSecretary||| ||Emma Restall Orr|Treasurer||| ||Jane Townsend|Secretary||| |||||| |||||| |||||| |||||| |||||| **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)** March **2012** **TAR** 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. March **2012** **TAR** 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 We are lucky to have a strong community of volunteers, whose desire to further statements, where get involved is fuelled by their connection to the site, it being the last relevant, about: resting place of loved family and friends. - policy on grantmaking; - policy programme related investment; - contribution made by volunteers. 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 50 volunteers contributed about 400 hours in total. March **2012** **TAR** 3 Section D Achievements and performance **Summary of the main achievements of the charity during the year** ## **Overview** Below follows an abridged version of the Trustees’ Annual Report, presented to the AGM on Saturday 30 September 2023. 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-2023/, together with a video recording of the AGM presentation. The small variation in figures from those presented at the AGM or from previous year’s annual return are due to ongoing improvement in the accuracy of analysis and reporting. ## **The Fund** **Fund Total:** At the end of the year, the fund stood at £202k, compared with £175k the previous year. In addition, investments showed a lifetime increase in value of £2.5k. ## **Annual Total** : The total for the year was £28k, comparable with £29k 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 370, compared with 344 the previous year. **Fundraising Regulator** : The Friends renewed its membership of the Fundraising Regulator. **Events** Events, led by trustees and volunteers were all well received. These included: **Dawn Chorus,** May 2023: raised £122 on refreshments. **Open Day** , May 2023: raised £227 on refreshments. **Fundraising Dinner** , June 2023: raised £662. **Nature Walks** , June 2023: raised £144 on refreshments. **Roll of Remembrance** , July 2023: raised £486 on refreshments. A schedule of events is in place for 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** : £3716 raised since 2018. **Autumn and Summer Tea Towel** : £570 raised since 2018, factoring in cost of new stock. March **2012** **TAR** 4 Section D Achievements and performance **Children’s Book** : £172 since 2019. **Hare Key Rings:** £349 raised since 2019. **Hare Purses** : £848 raised since 2018. **Sun Rising Jute Bags** £285 since 2022. **Sun Rising Perennial Calendar:** £2238 raised since 2020. **Sun Rising Honey:** £7177 since 2012. **Hare Lapel Pins** : £1188 since 2015. **Sun Rising Cards** : £5117 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)** March **2012** **TAR** 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. Ethical Investors in Cheltenham continued to provide investment advice. - 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** 15/01/2024 15/01/2024 March **2012** **TAR** 6 ||**The Friends of Sun Rising**|**The Friends of Sun Rising**|**The Friends of Sun Rising**|**1181570**|**1181570**|**1181570**|**CC16a**| |---|---|---|---|---|---|---|---| ||**For the period**
**from**|01/09/2022|**To**||31/08/2023||| ||||||||| |**Section A Receipts and payments**|||||||| |**A1 Receipts**|**Unrestricted**
**funds**
**to the nearest**
**£**
**3,568**
**8,791**
**1,123**
**5,580**
**6,321**
**1,772**
**-**
**1,913**
**29,068**
**-**
**-**
**-**
**29,068**
**492**
**14**
**95**
**100**
**41**
**20**
**583**
**103**
**120**
**-**
**1,568**
**-**
**-**
**1,568**
**27,500**
**84,541**
**112,041**|**Restricted**
**funds**
**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**240**
**-**
**240**
**-**
**-**
**-**
**240**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**240**
**-**
**45**
**285**|**Endowment**
**funds**
**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**||**Total funds**
**to the nearest £**
**3,568**
**8,791**
**1,123**
**5,580**
**6,321**
**1,772**
**240**
**1,913**
**29,308**
**-**
**-**
**-**
**29,308**
**492**
**14**
**95**
**100**
**41**
**20**
**583**
**103**
**120**
**-**
**1,568**
**-**
**-**
**-**
**1,568**

**27,740**||**Last year**
**to the nearest £**| |Subscriptions|**3,568**||||||**-**| |Donations|**8,791**||||||**-**| |Events|**1,123**||||||**-**| |Projects|**5,580**||||||**-**| |Donation from NRBG|**6,321**||||||**-**| |Gift Aid|**1,772**||||||**-**| |Sponsorship|**-**||||||**-**| |Interest|**1,913**||||||**-**| |**_Sub total_**_(Gross income for_
_AR)_|**29,068**||||||**-**| ||||||||| |**A2 Asset and investment sales,**
**(see table).**|||||||| ||**-**||||||| ||**-**||||||**-**| |**_Sub total_**|**-**||||||**-**| |**_Total receipts_**
**A3 Payments**|||||||| ||||||||**-**| ||||||||| |External Examination|**492**||||||**-**| |Domain Registration|**14**||||||**-**| |Village Hall(AGM)|**95**||||||**-**| |FundraisingRegulator|**100**||||||**-**| |Postage & Card Payment Fees|**41**||||||**-**| |GamblingLicence|**20**||||||**-**| |Project: Tea Towels Stock|**583**||||||**-**| |Project: Cards Stock|**103**||||||**-**| |Project: FundraisingDinner Costs|**120**||||||**-**| ||**-**||||||**-**| |**_Sub total_ **|**1,568**||||||**-**| ||||||||| |**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_**|||||||| ||||||||**-**| ||||||||| ||**27,500**|**240**|**-**||
**27,740**||**-**| |||**-**|**-**||**-**||**-**| ||**84,541**|**45**|**-**||**84,586**||**-**| ||**112,041**|**285**|**-**||**112,326**||**-**| 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**|| |---|---|---|---| |**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 £**
**4,711**
**285**
**46,620**
**-**
**60,710**
**-**
**112,041**
**285**
OK
OK
**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**asset belongs**
**Cost (optional)**
**45,000**
**45,000**
**-**
**-**
**-**
**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)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**When due**
**(optional)**| ||||| ||||| ||||| ||||| ||||| ||||| ||||Date of
approval| |||Jane Towsend|15/01/2024| |||Emma Restall-Orr|15/01/2024| CCXX R2 accounts (SS) 03/09/2025 2 CHARITY (OMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts I Section A Independent Examiner's Report Report to the trusteesl members of Char,':'( Naine The Friends of Sun Rising On accounts for the year ended 31" August 2023 Charity no lif any 1181570 Set out on pages I report to the trustees on my examination of the accounts of the above charity I'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 Act and in carrying out my examination, I have followed all the applicable Directions given by the Charity Commission under section 145{5}Ib) of the Acl. 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 requirernent that the accounts give a 'lrue 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 to enable a proper understanding of the accounts to be reached. Signed: Date: 1910212024 Name". Frederick William Buxton Relevant professional qualification{31 or body (if any): Institute of Chartered Accountants England & Wales Membership # 1623631 Address: 5 Granby Road, Honington Shipston-on-stour WaNickshire, CV36 SAB Section B Disclosure Only complete If the examiner needs lo highlight material malleis of Concern {see CC32, Independent examination of charity accounts.. directions and guidance for examiners). Give here brief details of any items that the examiner wishes to disclose. No item5 to be disclosed. CHARITY COMMISSION FOR ENGLAND AND WALE5 The Frlend5 of Sun Rr5in9 1181570 Receipts and payments accounts CC16a For the period from 0110912022 To 3110812023 Section A Receipts and payments Unrestricted fLsnds to thfr no•rest Restrtcled funds Endowment funds Total funds Last year to tho nèarè$t£ to the neare¥t £ to the nearest £ to th• nèarest£ A1 Recelpts 3.5S8 8,T91 1.123 5,580 6,321 1,772 Donation5 Events Pfoiecis Donabon from NRBG Gift SpDn50fship 3,568 8,791 1,123 5,SBO 8.321 f,T72 240 1.913 240 Sub total(Gross income for ARJ 29,068 240 29,308 A2 Asset and investment sales, Isae table). Sub total Total receipts 29,068 240 29.308 A3Pa merrt5 External Examin8trOn Oornain Regislrali 492 14 95 100 492 14 95 100 41 20 SB3 103 120 P¢$iage & Card Payment Fees Gambling Li¢eoGe Proieci. Tes Towds Stock ProFcl Card$ Stock ect. FunoraL%ing Dinn8r Costs 20 SB3 120 Sub total 1,568 1,568 A4 A55et and investment uichases, lsee table) Sub total Total payments 1.568 1,568 Net of receipts/{payments) A5 Transfer5 befvleen funds A8 Cash fun(fs last year ?nd Cash funds thls year end 27.500 240 27,740 84.541 112,041 45 84,586 112,326 285 CCXX R1 accounts ISSI 1910212024 Section B Statement of assets and liabilities at the end of the period un￿strIcted funds to Trea￿$t £ Categories Restricte funds to nearest £ Endowment funds to nearesi £ B1 Cash funds CvrrontAc¢oyr* 1 4,711 2BS O•pDSit Aeepunt 1 46,620 60.710 Total cash funds 112,041 265 18gr¢e wllh receipis It￿ wymen15 acc￿￿118)) Unrestricted funds to nearest E Restrieted funds to nearest £ Endowment funds to near•st£ Detsils B2 Othor monetary assets Fund to which asset bplon Dètails Invesbn•nt 1 Cost loptionall 45.oao Currentvalue B3 Investment assets Investm•M Fund 2 45,000 Details Fund 10 whiGh 88et belon Curr•ntvaluè Cost loptionall B4 Assets retained for the charity's own use Details Fund lo which tolates Amount due Then du& opal B5 Liabilities Signed by one or two trustees on behalf of all the Iruslees Signature Print Narng Dale ol roval Jane Towsend 1510112024 Emma Re5tall-Orr 1510112024 CCLX R2 accounts ISSI 1910212024