## **Trustees' Annual Report for the period** Period start date Period end date 01 09 2023 31 08 2024 **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 **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||| ||Dawn Short||From October 2023|| ||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, volunteers contributed about 200 hours in total, with a volunteer mailing list of 68 individuals and a general mailing list of 1550. 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 14[th] September 2024. 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-2024/, together with a video recording of the AGM presentation. Variations 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** With the fund growing, we have this year split up the figures to clarify holdings between cash funds and the investments portfolio. **Cash Fund:** at the end of the year, the cash fund stood at £148k, compared with £112k the previous year. Net total income for the year was £35.4k, compared with £27.7k the previous year. **Investment Porfolio** : At the end of the year, the reported value of investments was 100k, showing a lifetime increase in value of £10k, compared with £2.5k at the end of the previous year. The reported increase for the year was £7.5k compared with £2.5k the previous year. **Subscriptions:** The number of individuals who subscribe as Friends remains healthy. At the end of the year, the total number of subscribing Friends stood at 371, compared with 370 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: **Christmas in the Longhouse,** December 2023: raised a total of £724 from the refreshments, tombola, memory tree and donations. **Winter Birds,** January 2024: raised £55 by donation. **Funeral Workshops,** March 2024: raised £165 by donation. **Spring at Sun Rising,** April 2024: raised £46 by donation. **Spring Birdsong,** May 2024: raised £75 by donation. **Open Day** , June 2024: raised £297 on refreshments and by donations **Music at the Longhouse** , July 2024: raised £1019 from raffle, tombola, refreshments, nature quiz and donations. **Butterfly Walk** , July 2023: raised £70 by donation. A schedule of events is in place for next year. March **2012** **TAR** 4 Section D Achievements and performance ## **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** : £5112 raised since 2018. **Autumn and Summer Tea Towel** : £960 raised since 2018 **Children’s Book** : £249 since 2019. **Hare Key Rings:** £459 raised since 2019. **Hare Purses** : £983 raised since 2018. **Sun Rising Jute Bags** £589 since 2022. **Sun Rising Perennial Calendar:** £2580 raised since 2020. **Sun Rising Honey:** £7383 raised since 2012. **Hare Lapel Pins** : £1244 since 2015. **Sun Rising Cards** : £5565 since 2012. **Scott’s Bowls:** £207 raised this year. **Birdboxes:** £56 raised this year. **Candles:** £135 raised this year. ## **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** March **2012** **TAR** 6 ||**The Friends of Sun Rising**|**The Friends of Sun Rising**|**The Friends of Sun Rising**|**The Friends of Sun Rising**|**The Friends of Sun Rising**|**1181570**|**1181570**|**CC16a**| |---|---|---|---|---|---|---|---|---| ||**For the period**
**from**||01/09/2023||**To**|31/08/2024||| |||||||||| |**Section A Receipts and payments**||||||||| |**A1 Receipts**|**Unrestricted**
**funds**
**to the nearest**
**£**
**10,520**
**11,644**
**2,988**
**2,059**
**3,415**
**5,428**
**2,561**
**38,615**
**-**
**-**
**-**
**38,615**
**68**
**70**
**103**
**20**
**86**
**14**
**510**
**60**
**370**
**206**
**60**
**672**
**30**
**8**
**28**
**896**||**Restricted**
**funds**
**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**||**Endowment**
**funds**
**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**Total funds**
**to the nearest £**
**10,520**
**11,644**
**2,988**
**2,059**
**3,415**
**5,428**
**2,561**
**38,615**
**-**
**-**
**-**||**Last year**
**to the nearest £**| |Donation from NRBG|**10,520**|||||||**-**| |Donations|**11,644**|||||||**-**| |Events|**2,988**|||||||**-**| |Gift Aid|**2,059**|||||||**-**| |Subscriptions|**3,415**|||||||**-**| |Projects|**5,428**|||||||**-**| |Interest|**2,561**|||||||**-**| |**_Sub total_**_(Gross income for_
_AR)_|**38,615**|||||||**-**| |||||||||| |**A2 Asset and investment sales,**
**(see table).**||||||||| ||**-**|||||||| ||**-**|||||||**-**| |**_Sub total_**|**-**|||||||**-**| |**_Total receipts_**
**A3 Payments**||||||||| |||||||**38,615**||**-**| |||||||**68**
**70**
**103**
**20**
**86**
**14**
**510**
**60**
**370**
**206**
**60**
**672**
**30**
**8**
**28**
**896**||| |Bank Charges(Zettle)|**68**||**-**|||**68**||| |Events: 2022/2023 AGM Speaker|**70**||**-**|||**70**||| |Events: FundraisingXmas in the LH|**103**||**-**|||**103**||| |Events: GamblingLicence|**20**||**-**|||**20**||| |Events: Village Hall(AGM)|**86**||**-**|||**86**||| |Overheads: Domain Registration|**14**||**-**|||**14**||| |Overheads: External Examinaton|**510**||**-**|||**510**||| |Overheads: FundraisingRegulator|**60**||**-**|||**60**||| |Overheads: Leaflets|**370**||**-**|||**370**||| |Overheads: LiabilityInsurance|**206**||**-**|||**206**||| |Overheads: Postage and Admin|**60**|||||**60**||| |Projects: Honey,Jars & Labels|**672**||**-**|||**672**||| |Projects: Open DayFlower Costs|**30**||**-**|||**30**||| |Projects: Postage & Packing|**8**||**-**|||**8**||| |Projects: Scotts Ash Wood|**28**||**-**|||**28**||| |Projects: Summer /Winter Cards Stock|**896**||**-**|||**896**||| ||**-**||**-**||**-**|**-**||| |**_Sub total_ **|**3,201**||**-**||**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**3,201**||**-**| |||||||||| |**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_**||||||||| |||||||||**-**| |||||||||| ||**35,414**|||||
**35,414**||**-**| |||||||**-**||**-**| ||**112,041**|||||**112,326**||**-**| ||**147,455**|||||
**147,740**||**-**| CCXX R1 accounts (SS) 03/09/2025 1 ## **Section B Statement of assets and liabilities at the end of the period** |**Categories**
**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 2
Current Account 1
Deposit Account 1
Deposit Account 4
**Details**
**Details**
**Details**
Bond 2
Deposit Account 2
Deposit Account 3
Bond 1|**Unrestricted**
**funds**
**to nearest £**
**4,284**
**282**
**-**
**-**
**62,227**
**8,647**
**60,000**
**12,015**
**147,455**
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)**
**45,000**
**45,000**
**-**
**-**
**-**
**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 CCXX R2 accounts (SS) Date of 03/09/2025approval Signature Print Name 2 Jane Towsend Emma Restall-Orr CCXX R3 accounts (SS) 03/09/2025 3 CHARITY COMMISSION FOR ENGLAND ANO WALES Independent examiner's report on the accounts Section A Independent Examiner's Report Report to the trusteesl mombers of -hariTY Neiiie The Friends of Sun Rising On accounts for the year ended 31st August 2024 Charity no (if any) 1181570 Set out on pages I report lo the trustees on my examination of the accounts ol the 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 Act and in carying out my examination, I have followed all the applicable Directions given by the Charity Commission under section 14515)Ibl 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 oncerning the form and content of accounts set oul in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the 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 to enable a proper understanding ofthe accounts lo be reached. Signed: Date: 28103125 Name: Frederick Vvilliam Buxton Relevant profe33ional qualificationl5) or body lif any): Institute of Chartered Accountants England & Wales Membership # 1623631 Address: 5 Granby Road, Honington Shipston-on-slour Warwickshire, 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 guidance for examiners). Glve here brief details of any items that the examinerwishes to disclose. No items to be disclosed. CHARITY COMMISSIO FOR ENGLAND AND WALE The Friends of Sun Rising 1181570 Receipts and payments accounts CC16a For the period from 01109f2023 To 3110812024 Section A Receipts and payments Unrestricted funds Restricted funds Endowment fund5 Total funds Last year to th• n@ar•8t the nearest£ tothe nearest £ to the neaYesl£ to the neArost£ A1 Receipts Donation trom NRBG DOh¥lior Events GiftAid 1Q,$2D 11,£44 2.988 2,Q59 2,$81 SA28 lQ,S20 11.644 2,968 2,059 2.561 S.428 3,416 Projects SubxriptlOll5 Sub tolallGross income for AR) JH.fj15 38,61S A2 Asset and Investment sale5, Isee table). Sub totsl 38,61S 38,515 A3 Payments Bank Charges (Zeitle) Events 202212023 AGM Speaker Events. Fundrdisiw Xm3s in the LH Even15 Gambli￿ Litsnce 68 70 103 20 68 70 103 20 86 14 510 60 370 206 60 672 Overheads. Domain Regislrabon Overheads. E￿E￿al exarniTralon Ovgrheads.. Fundraisin9 RègulatDr Overheads. Le¥lets Overheads. Liablity Insuran Overheadg Postsge and Admin Projects." Honey, Jars S la￿18 Projects". Open Day FIowerep31S Projecl$-. Postage & Packing Proi*$." Stotts Ash Wo Proieds". Sutntnei Mfintercards StOGk 14 510 so 370 206 60 72 Jo 28 96 896 Sub total 3.201 3.201 A4 Asset and Inve$tmènt purchases, l$ee tsblel Sub total 3,201 3,2Q1 Net of receipts/(payments) AS Transfer5 between funds A6 Cash funds last year end Cash funds this year 8nd 3S,414 3S,414 112.041 147,455 2a5 112,326 147,740 285 CCXX R1 a¢¢ounts ISSI 2810312025 Section B Statement of assets and liabilities at the end of the period Unrestrirted funds to Theare5t£ Restrict¢d fund8 to n•arB3te Endowtnent fund$ to Thearest £ Categorios Dotai16 B1 Cash funds CutrenlAccount 1 285 cutrerlAcc￿rt 2 282 DÈposilAccount 1 Bond 1 Bond 2 62,227 DÈposilAccount 2 8,647 DeposilAccount3 60,000 DeposilAccount 4 12.015 Total cash funds 147.455 285 lagree Warf¢$wth Un￿$t￿¢ted fund5 10 neur¢¥t£ Restrictgd funds to nearesl£ Endowrnent funds ¢0 nF8rFst£ Details Fund to whlch asset belon Details ITNeslment Fund 1 Cost lopth)nÈll Currentvalu¢ onal B3 Investment assets 45,000 ITNeslment Fund 2 45,OQll Fund to which a9$èt belon CvrTQnt valw tion Details Cost lopltonall B4 Assets retained for the charity'5 own use F￿Trd to whlch relates Amountdvo fyon81 When due Details BS Liabilitlg Signed by one or two trLu%lees on behalf of au the trustees Date of rov£l Signaiurè Print Namè Jane Tow5end CCXX R2 accounts ISSI Emma Restall-orr 2810312025