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2023-12-31-accounts

Trustees’ Annual Report for the period

From Staffordshire Area Quaker Meeting Period start date 1[st] January 2023 To 31[st] December 2023 Period end date

Charity name: Staffordshire Area Quaker Meeting of the Religious Society of Friends (Quakers) in Britain

Charity registration number: 1192134

Objectives and Activities

SORP reference
Summary of the purposes of
the charity as set out in its
governing document
Para 1.17 The furtherance of the general religious
and charitable purposes of the Religious
Society of Friends in Britain in Staffordshire
and beyond.
Summary of the main
activities in relation to those
purposes for the public
benefit, in particular, the
activities, projects or
services identified in the
accounts.
Para 1.17 and
1.19

Strengthening the life and witness of
the Area Meeting and spreading the
message of Quakers.

Undertaking Quaker service for the
relief of suffering at home and abroad.

Funding the concerns that Staffordshire
Quaker meetings have adopted or
agreed to support.

Agreed to support Sanctuary seekers
and prison visiting.

Providing pastoral care for members
and attenders.

Maintaining and developing our
Staffordshire Quaker Meeting Houses,
meeting the costs of Meeting House
maintenance from Area Funds via
Trustees when requested.

Administering and maintaining the
organisation of Staffordshire Area
Meeting, as shown in the accounts are
the Area Meeting contributions from
Local Meetings.

Also included are conference & travel
costs for individuals attending approved
courses or central Quaker committee
Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit
Para 1.18 The Trustees are fully conversant with the
Charity Commission’s guidance on the
requirement to report on the public benefit
derived from operating as a charity and
consider that such benefit arises from all
the activities of Staffordshire Area Quaker
meeting.

Additional information (optional)

You may choose to include further statements where relevant about:


SORP reference
Policy on grant making Para 1.38 Grants are made to members/attenders of
the Meeting attendance at approved
educational and training needs, support for
voluntary activities e.g. prison chaplains
and for the relief of need (not covered by
statutory bodies).
Policy on social investment
including program related
investment
Para 1.38 Not applicable
Contribution made by
volunteers
Para 1.38 Staffordshire Area Quaker Meeting and its
constituent local Meetings are volunteer led
organisations who provide the office
holders and carry out administrative
functions
Other

Achievements and Performance

SORP reference
Summary of the main
achievements of the charity,
identifying the difference the
charity’s work has made to
the circumstances of its
beneficiaries and any wider
benefits to society as a
whole.
Para 1.20 Staffordshire Area Meeting comprises of 7
local meetings (LMs) across the county;
with one meeting in the county town and
another in the counties’ cathedral city with
its historical connections with George Fox
(founder of Quakerism). There are 5
Quaker Meeting Houses, with two meetings
meeting in rented accommodation.
All Meetings continued to meet for
Sunday Worship and provide pastoral
care for their congregations.
Leek and Stone Meetings has signed
up to the Welcome Directory, an
initiative to welcome ex-offenders on
release from prison.
The five Meeting Houses experienced
increasing use as community centres
providing facilities for a wide variety of
charities, including supporting refugees,
mental health support, educational
organisations, addiction services,
musical activities e.g. choir sessions,
and a venue for other faith groups.
This list is not exhaustive.
In addition to Meeting discussion

groups exploring spiritual development, e.g. at Stone Meeting, Open days and public meetings were held to introduce Quakerism and the work of the Religious Society of Friends. Many Quakers throughout Staffordshire are engaged in a wide variety of charitable and community works. Currently there is no formal list of these activities, which is to be taken forward. Area Meeting (the governing body) met 7 times in 2023. Work included receiving and approving the accounts for 2022, reports from local meeting and Area Trustees. A working party has been set up to consider the long-term future of Staffordshire Area Quaker Meeting in the face of declining membership and difficulties in finding volunteers to apply for posts involved in running the charity and its activities.

Additional information (optional)

You may choose to include further statements where relevant about:


Achievements against
objectives set

Para 1.41

The objectives as set out in paragraph 3 of
the CIO constitution were met.
Performance of fundraising
activities against objectives
set
Para 1.41
Investment performance
against objectives
Para 1.41 In 2019 £160,000 was invested, managed
by Rathbone Green Bank on behalf of the
Area Meeting to provide regular dividends
in the medium term through Ethical
investments. As of 31stDecember 2023, a
fund value of £165,615 reflecting market
turbulence during the year. The risk level
was set to level 3 to cover inflation.
Other

Financial Review

Financial Review
Review of the charity’s
financial position at the end
of the period
Para 1.21 The Charity is solvent, with £97,317
(£72,048 in restricted funds) in liquid funds
and £165,619 in investments as of the
31stDecember 2023 and as detailed in the
accounts. Staffordshire Area Meeting
Houses are insured for £4,616,112.
Overall, there was an increase in assets of
£20,924 in 2023.
Statement explaining the
policy for holding reserves
stating why they are held
Para 1.22 The main financial risk against which
reserves are held involves the upkeep and
maintenance of Meeting Houses, especially
as 3 of them are listed buildings.
This has been covered through the review
and simplification of funds held in the
Staffordshire Area Meeting Charities
Account (completed 18/03/2021). Specific
funds for property maintenance and Relief
in Need have been set up.
Amount of reserves held Para 1.22 The general fund is £20,730 with reserves
£3,194 held by Area Meeting. There is a
restricted property fund for the
maintenance of buildings of £49,827.
Reasons for holding zero
reserves
Para 1.22 N/A
Details of fund materially in
deficit
Para 1.24 None
Explanation of any
uncertainties about the
charity continuing as a going
concern
Para 1.23 There are no concerns regarding the
charity as an ongoing concern as of the
31st December 2023.
However, with a declining and ageing
membership and difficulties in finding
people to fill posts, 2023 has seen ongoing
exploration of what the future holds.

Additional information (optional)

You may choose to include further statements where relevant about:


The charity’s principal
sources of funds (including
any fundraising)

Para 1.47

The charity’s principal sources of funds are
from,

Member contributions

Lettings income from the Meeting
Houses.

Dividends on investments
Investment policy and
objectives including any
social investment policy
adopted
Para 1.46 The investment policy is to maintain
sufficient capital and income from ethical
sources to maintain the objectives of the
Charity.
A description of the principal
risks facing the charity
Para 1.46 The principal risks facing the charity are:

A reducing and aging congregation,
leading to difficulties in filling positions
to maintaining the running and
achieving the objectives of the charity.

The maintenance of Meeting Houses,
particularly those which are listed
buildings.
Other Trustees met online 5 times in 2023,
covering the following;

Received reports on Safeguarding.

Reviewed a complaint made against
the Stoke Meeting House caretaker.
This matter has been resolved.

Received a review of the terms and
conditions of wardenship at
Wolverhampton Meeting.

Financial settlement concluded
regarding the complaint against the
Co-operative bank.

Received report on the laying down
of the Quaker Service Memorial
Trust (National Arboretum).

Reviewed
and
approved
expenditures for the upkeep of
Meeting Houses in Leek, Uttoxeter
and Stafford.

Approved
Memorandum
of
Understanding with Britain Yearly
Meeting.

Initiated
discussions
with
Staffordshire Area Meeting in
session regarding the future of the
Area Meeting and support for
Trustees.

Structure, Governance and Management

Description of charity’s
trusts:
Type of governing document
(trust deed, royal charter)
Para 1.25 CIO constitution of the 18thOctober 2020.
The Staffordshire Area Quaker Meeting
Charities 18thMarch 2021.
How is the charity
constituted?
(e.g unincorporated
association, CIO)
Para 1.25 Charitable Incorporated Organisation
Trustee selection methods
including details of any
constitutional provisions e.g.
election to post or name of
any person or body entitled
to appoint one or more
trustees
Para 1.25 Trustees are nominated by Nominations
Committee of Staffordshire Area Quaker
Meeting, subject to formal vetting
procedures and ratified by Staffordshire
Area Quaker Meeting in session at an area
meeting.

Additional information (optional)

You may choose to include further statements where relevant about:


Policies and procedures
adopted for the induction
and training of trustees

Para 1.51

Newly appointed Trustees are encouraged
and supported to participate in formal
training provided by Woodbrooke Quaker
College in Birmingham (now online)
The charity’s organisational
structure and any wider
network with which the
charity works
Para 1.51 Staffordshire Area Quaker Meeting is part
of Britain Yearly Quaker Meeting of the
Religious Society of Friends (Quakers).
Staffordshire Area Meeting is made of
seven local Quaker Meetings in
Staffordshire and is the representative body
that holds legal powers (Buildings, finance,
employment, legal compliance etc.).
Day to day activities and management are
delivered by the local Quaker Meetings.
Friends Trust Ltd,173 Euston Road,
London NW1 2BJ in the Holding Trustee for
land and Meeting Houses held by the
Charity.
Friends Trust Ltd are the holding Trustees.
Relationship with any
related parties
Para 1.51 Not applicable
Other

Reference and Administrative details

Charity name Staffordshire Area Quaker Meeting of the Religious Society of
Friends (Quakers) in Britain
Other name the charity uses Staffordshire Area Quaker meeting (SAQM)
Registered charity number 1192134
Charity’s principal address Friends Meeting House, 8B Summerfield Road,
Wolverhampton, Wolverhampton WV1 4PR

Names of the charity trustees who manage the charity

1
2
3
4
5
6
7
Trustee name Office (if any) Dates acted if not for whole
year
Name of person (or body) entitled
to appoint trustee (ifany)
Richard Ashwell Area Trustee Staffordshire Area Quaker
meeting
Berry Dicker Area Trustee
Safeguarding lead
Staffordshire Area Quaker
meeting Staffordshire Area
Quaker meeting
Stephen Langford Clerk to Trustees
Health & Safety
Lead
Staffordshire Area Quaker
meeting
Peter Moore Area Trustee Staffordshire Area Quaker
meeting
Nigel Peckett Area Trustee Staffordshire Area Quaker
meeting
Bryan Cleary Area Trustee Staffordshire Area Quaker
Meeting
Peter Holland Area Trustee Staffordshire Area Quaker
Meeting

Corporate trustees – names of the directors at the date the report was approved – not applicable.

Director name

Name of trustees holding title to property belonging to the charity

Trustee name Dates acted if not for whole year
Friends Trust Ltd, Friends
House, 173 Euston Road,
London, NW1 2BJ,
Charity Commission
Number: 237698

Funds held as custodian trustees on behalf of others – not applicable.

Description of the assets held in this capacity

Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects

Details of arrangements for safe custody and segregation of such assets from the charity’s own assets

Additional information (optional)

Names and addresses of advisers (Optional information)

Type of Name Address
adviser

Name of chief executive or names of senior staff members (Optional information)

Exemptions from disclosure

Reason for non-disclosure of key personnel details

Other optional information

Declarations

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

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Set fnancial year: Set fnanc
Consolidated accounts to the end of:
2023
NB: Page must be unlocked to enter information in yellow & green boxes below:
Full name of Area Meeting: Staffordshire AreaQuaker Meeting Support telephone: 01785 814129
Local help for treasurers: For helpand instructions, readpages 56-60 in the Treasurers' Guide - or ring01785 814129
Meeting locations:
AM Staffordshire
LMs 1
2
3
4
5
6
7
8
9
10
Leek 11
12
13
14
15
16
17
18
19
20
Lichfield
Stafford
Stoke
Stone
Uttoxeter & Burton
Wolver-hampton
**Manual ** entries Manual entries Manual entries
Area Meeting Local Meeting
0 0 0
0
0
0
0
0
0
0
0
0
Unrestricted Restricted Endowment
Please enter name of funds above
each column:
General
Fund
Donations and legacies
Other trading activities
Investments
Charitable activities
Other income
Raising funds
Charitable activites
Support costs (with any depreciation)
Other expenditure
Net transfers to / from other funds or Meetings

Gains (losses) on investments
Total funds brought forward, 1 Jan
Land and buildings
Fixtures and fittings
Longterm investments
Deposit a/c
Current a/c and cash in hand
Staff wages and salaries
Employer's tax and NI contributions
Employer'spension contributions
Refund of expenses to trustees
Independent examiner costs
Amount allocated to Quaker activities
Amount allocated to Generatingfunds
Donations to BYM
Donations to other Quaker bodies
Donations to non-Quaker bodies
Grants to individuals
Asset initial cost or last valuation
Additions
Disposals
Revaluations
Accumulated depreciation
Depreciation for thisyear
Net book value at start ofyear
Market value at beginning of year
Add: additions to investments at cost
Less: carrying value of investments sold
Netgain/(loss)on revaluation
Investment property
Stock exchange investments
Unit trusts or similar
Securities not listed on stock exchange
Cash held in an investment portfolio
Other investments
Contributions to AM from individuals

Contributions to BYM from individuals Collections for Quaker bodies ç Acting as Agent Collections for non-Quaker bodies Other money to pass on to others

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Staffordshire Area Quaker Meeting - Consolidated Accounts for the year On all pages, the areas shaded purple indicate where you can enter values and other informa For help and instructions, read pages 56-60 in the Treasurers' Guide - or ring 01785 8141

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2023 ation ,29

Year ending 31 December 2023

Religious Society of Friends (Quakers) - Staffordshire Area Meeting Unrestricted funds

Designated funds of the Area Meeting Designated funds of the Area Meeting
Totals general reserve
education
QPC
Leek
Lichfield
Stafford
Stoke
Stone
Income and endowments from:
Donations and legacies
Other trading activities
Investments
Charitable activities
Other income
45,559
34,948
433
0
5,384
14,190.49
0.00
0.00
0.00
3,002.61
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
1,537.00
7,742.61
4,460.20
3,625.59
2,565.00
4,636.00
0.00
4,795.00
7,732.00
0.00
0.00
2.60
94.24
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
856.41
0.00
0.00
Total income and endowments 86,324 17,193.10 0.00
0.00
0.00
6,173.00
7,745.21
10,205.85
11,357.59
2,565.00
Expenditure on:
Raising funds
Charitable activites
Support costs (with any depreciation)
Other expenditure
17
44,661
10,398
2,500
0.00
1,234.00
745.19
2,500.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
17.00
3,715.03
5,865.59
7,773.77
12,206.08
3,566.94
0.00
0.00
(0.00)
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Total expenditure 57,576 4,479.19 0.00
0.00
0.00
3,715.03
5,865.59
7,773.77
12,206.08
3,583.94
Net income before transfers 28,748 12,713.91 0.00
0.00
0.00
2,457.97
1,879.62
2,432.08
(848.49)
(1,018.94)
Net transfers to/from other funds & Meetings 369 (3,044.00) 0.00
0.00
0.00
(209.00)
(556.00)
(278.00)
(209.00)
(209.00)
Net income after transfers 29,117 9,669.91 0.00
0.00
0.00
2,248.97
1,323.62
2,154.08
(1,057.49)
(1,227.94)
Gains (losses) on investments
Total funds brought forward, 1 Jan
0
94,830
0.00
11,061.06
0.00
0.00
0.00
3,194.42
2,273.74
1,947.36
0.00
0.00
0.00
0.00
0.00
12,197.09
10,296.44
12,176.04
8,570.23
7,305.25
Total funds carried forward, 31 Dec 123,947 20,730.97 3,194.42
2,273.74
1,947.36
14,446.06
11,620.06
14,330.12
7,512.74
6,077.31
Statement of Assets and Liabilities
Fixed assets
Land and buildings
Fixtures and fittings
Longterm investments
0
0
0
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Total fixed assets 0 0.00 0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Current assets
Deposit a/c
Current a/c and cash in hand
57,451
66,497
19,000.00
1,730.97
3,000.00
1,000.00
1,000.00
194.42
1,273.74
947.36
0.00
1,044.37
7,455.22
0.00
0.00
14,446.06
10,575.69
6,874.90
7,512.74
6,077.31
Total current assets 123,947 20,730.97 3,194.42
2,273.74
1,947.36
14,446.06
11,620.06
14,330.12
7,512.74
6,077.31
Net assets 123,947 20,730.97 3,194.42
2,273.74
1,947.36
14,446.06
11,620.06
14,330.12
7,512.74
6,077.31
Balance errors
0
Paid employees
Staff wages and salaries
Employer's tax and NI contributions
Employer'spension contributions
8,389
0
509
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
628.75
0.00
0.00
6,818.41
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
508.54
0.00
Totals 8,898 0.00 0.00
0.00
0.00
628.75
0.00
0.00
7,326.95
0.00
Trustees and examiners
Refund of expenses to trustees
Independent examiner costs
0
0
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Totals 0 0.00 0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Support costs
Amount allocated to Quaker activities
Amount allocated to Generatingfunds
103,931
0
74,519.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
2,855.03
1,192.79
7,223.77
11,995.08
309.49
0.00
0.00
0.00
0.00
0.00
Totals 103,931 74,519.00 0.00
0.00
0.00
2,855.03
1,192.79
7,223.77
11,995.08
309.49
Grants and donations
Donations to BYM
Donations to other Quaker bodies
Donations to non-Quaker bodies
Grants to individuals
9,180
1,000
1,522
190
0.00
500.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
600.00
4,080.00
0.00
0.00
1,500.00
0.00
0.00
0.00
0.00
0.00
220.00
549.80
550.00
0.00
0.00
40.00
0.00
0.00
0.00
0.00
Totals 11,892 500.00 0.00
0.00
0.00
860.00
4,629.80
550.00
0.00
1,500.00
Depreciation of Land and buildings
Asset initial cost or last valuation
Additions
Disposals
Revaluations
0
0
0
0
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Balance carried forward 0 0.00 0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Accumulated depreciation
Depreciation for thisyear
0
0
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Depreciation carried forward 0 0.00 0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Net book value at start ofyear 0 0.00 0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Net book value at end ofyear 0 0.00 0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Investment Assets
Analysis of changes during the year
Market value at beginning of year
Add: additions to investments at cost
Less: carrying value of investments sold
Netgain/(loss)on revaluation
0
0
0
0
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Total market value at end ofyear 0 0.00 0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Analysis by type of investment
Investment property
Stock exchange investments
Unit trusts or similar
Securities not listed on stock exchange
Cash held in an investment portfolio
Other investments
0
0
0
0
0
0
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Total market value at end ofyear 0 0.00 0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Acting as Agent Income
Contributions to AM from individuals
Contributions to BYM from individuals
Collections for Quaker bodies
Collections for non-Quaker bodies
Other moneytopass on to others
0
120
0
5,365
1,640
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
120.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
1,640.00
0.00
0.00
0.00
Totals 7,125 0.00 0.00
1,640.00
0.00
120.00
0.00

AM Collation!Unrestricted

Page 6

Uttoxeter & Wolver-
Burton hampton
2,579.05 8,859.30
1,816.47 15,968.50
44.47 291.21
0.00 0.00
1,514.96 10.00
5,954.95 25,129.01
0.00 0.00
6,060.15 4,238.99
0.00 9,653.08
0.00 0.00
6,060.15 13,892.07
(105.20) 11,236.94
5,500.00 (626.00)
5,394.80 10,610.94
0.00 0.00
2,520.19 23,288.64
7,914.99 33,899.58
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
7,500.00 17,451.11
414.99 16,448.47
7,914.99 33,899.58
7,914.99 33,899.58
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
7,500.00 17,451.11
414.99 16,448.47
7,914.99 33,899.58
7,914.99 33,899.58
0.00 0.00
942.00 0.00
0.00 0.00
0.00 0.00
942.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
5,836.15 0.00
0.00 0.00
5,836.15 0.00
0.00 3,000.00
0.00 500.00
0.00 202.00
0.00 150.00
0.00 3,852.00
0.00 3,000.00
0.00 500.00
0.00 202.00
0.00 150.00
0.00 3,852.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 5,364.50
0.00 0.00
0.00 5,364.50

AM Collation!Unrestricted

Page 7

Year ending 31 December 2023

Religious Society of Friends (Quakers) - Staffordshire Area Meeting Restricted funds

Totals property
relief in need
QSMT
0
Leek
Lichfeld
Staford
Stoke
Stone
Income and endowments from:
Donations and legacies
Other trading activities
Investments
Charitable activities
Other income
6,613
0
4,154
3,250
7,172
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
4,154.20
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
7,100.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Total income and endowments 21,190 4,154.20
0.00
7,100.00
0.00
0.00
0.00
0.00
0.00
0.00
Expenditure on:
Raising funds
Charitable activites
Support costs (with any depreciation)
Other expenditure
0
10,006
45
0
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
42.01
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Total expenditure 10,051 0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
42.01
Net income before transfers 11,139 4,154.20
0.00
7,100.00
0.00
0.00
0.00
0.00
0.00
(42.01)
Net transfers to/from other funds & Meetings 0 0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Net income after transfers 11,139 4,154.20
0.00
7,100.00
0.00
0.00
0.00
0.00
0.00
(42.01)
Gains (losses) on investments
Total funds brought forward, 1 Jan
796
225,732
796.17
0.00
0.00
0.00
210,496.55
12,243.01
0.00
0.00
0.00
0.00
0.00
0.00
0.00
100.00
0.00
0.00
0.00
42.01
Total funds carried forward, 31 Dec 237,668 215,446.92
12,243.01
7,100.00
0.00
100.00
0.00
0.00
0.00
0.00
Statement of Assets and Liabilities
Fixed assets
Land and buildings
Fixtures and fittings
Longterm investments
0
0
165,619
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
165,619.17
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Total fixed assets 165,619 165,619.17
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Current assets
Deposit a/c
Current a/c and cash in hand
68,071
3,978
49,827.75
12,243.01
6,000.00
0.00
0.00
0.00
1,100.00
0.00
0.00
0.00
0.00
0.00
0.00
100.00
0.00
0.00
0.00
0.00
Total current assets 72,048 49,827.75
12,243.01
7,100.00
0.00
100.00
0.00
0.00
0.00
0.00
Net assets 237,668 215,446.92
12,243.01
7,100.00
0.00
100.00
0.00
0.00
0.00
0.00
Balance errors
0
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Paid employees
Staff wages and salaries
Employer's tax and NI contributions
Employer'spension contributions
0
0
0
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Totals 0 0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Trustees and examiners
Refund of expenses to trustees
Independent examiner costs
0
0
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Totals 0 0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Support costs
Amount allocated to Quaker activities
Amount allocated to Generatingfunds
0
0
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Totals 0 0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Grants and donations
Donations to BYM
Donations to other Quaker bodies
Donations to non-Quaker bodies
Grants to individuals
0
0
1,482
1,054
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
42.01
0.00
0.00
0.00
0.00
0.00
Totals 2,536 0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
42.01
Depreciation of Land and buildings
Asset initial cost or last valuation
Additions
Disposals
Revaluations
0
0
0
0
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Balance carried forward 0 0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Accumulated depreciation
Depreciation for thisyear
0
0
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Depreciation carried forward 0 0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Net book value at start ofyear 0 0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Net book value at end ofyear 0 0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Investment Assets
Analysis of changes during the year
Market value at beginning of year
Add: additions to investments at cost
Less: carrying value of investments sold
Netgain/(loss)on revaluation
164,823
0
0
796
164,823.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
796.17
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Total market value at end ofyear 165,619 165,619.17
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Analysis by type of investment
Investment property
Stock exchange investments
Unit trusts or similar
Securities not listed on stock exchange
Cash held in an investment portfolio
Other investments
0
0
0
0
0
0
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Total market value at end ofyear 0 0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00

AM Collation!Restricted

Page 8

----- Start of picture text -----
0 3
----- End of picture text -----

Uttoxeter Wolver-
& Burton hampton
0.00 6,613.38
0.00 0.00
0.00 0.00
0.00 3,250.00
0.00 72.20
0.00 9,935.58
0.00 0.00
0.00 9,963.76
0.00 45.00
0.00 0.00
0.00 10,008.76
0.00 (73.18)
0.00 0.00
0.00 (73.18)
0.00 0.00
0.00 2,850.79
0.00 2,777.61
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 2,777.61
0.00 2,777.61
0.00 2,777.61
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 1,440.00
0.00 1,054.31
0.00 2,494.31
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00

AM Collation!Restricted

Page 9

Year ending 31 December 2023

Religious Society of Friends (Quakers) - Staffordshire Area Meeting Endowment funds

Totals 0
0
0
0
Leek
Lichfeld
Staford
Stoke
Stone
Income and endowments from:
Donations and legacies
Other trading activities
Investments
Charitable activities
Other income
0
0
0
0
0
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Total income and endowments 0 0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Expenditure on:
Raising funds
Charitable activites
Support costs (with any depreciation)
Other expenditure
0
0
0
0
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Total expenditure 0 0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Net income before transfers 0 0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Net transfers to/from other funds & Meetings 0 0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Net income after transfers 0 0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Gains (losses) on investments
Total funds brought forward, 1 Jan
0
0
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Total funds carried forward, 31 Dec 0 0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Statement of Assets and Liabilities
Fixed assets
Land and buildings
Fixtures and fittings
Longterm investments
0
0
0
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Total fixed assets 0 0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Current assets
Deposit a/c
Current a/c and cash in hand
0
0
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Total current assets 0 0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Net assets 0 0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Balance errors
0
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Paid employees
Staff wages and salaries
Employer's tax and NI contributions
Employer'spension contributions
0
0
0
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Totals 0 0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Trustees and examiners
Refund of expenses to trustees
Independent examiner costs
0
0
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Totals 0 0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Support costs
Amount allocated to Quaker activities
Amount allocated to Generatingfunds
0
0
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Totals 0 0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Grants and donations
Donations to BYM
Donations to other Quaker bodies
Donations to non-Quaker bodies
Grants to individuals
0
0
0
0
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Totals 0 0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Depreciation of Land and buildings
Asset initial cost or last valuation
Additions
Disposals
Revaluations
0
0
0
0
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Balance carried forward 0 0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Accumulated depreciation
Depreciation for thisyear
0
0
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Depreciation carried forward 0 0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Net book value at start ofyear 0 0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Net book value at end ofyear 0 0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Investment Assets
Analysis of changes during the year
Market value at beginning of year
Add: additions to investments at cost
Less: carrying value of investments sold
Netgain/(loss)on revaluation
0
0
0
0
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Total market value at end ofyear 0 0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Analysis by type of investment
Investment property
Stock exchange investments
Unit trusts or similar
Securities not listed on stock exchange
Cash held in an investment portfolio
Other investments
0
0
0
0
0
0
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Total market value at end ofyear 0 0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00

AM Collation!Endowment

Page 10

----- Start of picture text -----
0 0
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Uttoxeter Wolver-
& Burton hampton
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00

AM Collation!Endowment

Page 11

Religious Society of Friends (Quakers) - Staffordshire Area Meeting Annual report and accounts for the year ending 31 December 2023

Page 12

AM Collation!Annual report

Report of the independent examiner

Section A Independent Examiner's Report

Report to the trustees / members of Staffordshire Area Quaker Meeting, charity number 1192134 on accounts for the year ended 31 December 2023 set out on pages 4 - 10 below.

I report to the trustees on my examination of the accounts of the above charity ('the Trust') for the year ended 31 December .

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)(b) of the Act.

Independent examiner's statement

I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination (other than that disclosed below *) which gives me cause to believe th any material respect:

I have no concerns and have come across no other matters in connection with the examination to whic attention should be drawn in this report in order to enable a proper understanding of the accounts to be

Signed:

Date:

Name:

Relevant professional qualification(s) or body (if any):

Address:

Page 13

AM Collation!Annual report

AM CollationlAnnual report Page 14

Section B Disclosure

Only complete if the examiner needs to highlight material matters 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 .

Page 15

AM Collation!Annual report

AM CollationlAnnual report Page 16

Statement of Financial Activities Unrestricted
Restricted
Endowment
2023
Income and endowments from:
Donations and legacies
Other trading activities
Investments
Charitable activities
Other income
45,559
6,613
0
34,948
0
0
433
4,154
0
0
3,250
0
5,384
7,172
0
52,173
34,948
4,587
3,250
12,556
Total income and endowments 86,324
21,190
0
107,513
Expenditure on:
Raising funds
Charitable activites
Support costs (with any depreciation)
Other expenditure
17
0
0
44,661
10,006
0
10,398
45
0
2,500
0
0
17
54,666
10,443
2,500
Total expenditure 57,576
10,051
0
67,627
Net income before transfers 28,748
11,139
0
39,887
Net transfers to/from other funds & Meetings 369
0
0
369
Net income after transfers 29,117
11,139
0
40,256
Gains(losses)on investments 0
796
0
796
Net movement in funds 29,117
11,935
0
41,052
Total funds brought forward, 1 Jan
Prioryear adjustment
94,830
225,732
0
320,563
Total funds carried forward, 31 Dec 123,947
237,668
0
361,615

Page 17

AM Collation!Annual report

Statement of Assets and Liabilities Unrestricted
Restricted
Endowment
2023
Fixed assets
Land and buildings
Fixtures and fittings
Longterm investments
0
0
0
0
0
0
0
165,619
0
0
0
165,619
Total fixed assets 0
165,619
0
165,619
Current assets
Deposit a/c
Current a/c and cash in hand
Cash in hand or cash float
57,451
68,071
0
66,497
3,978
0
0
0
0
125,521
70,474
0
Total current assets 123,947
72,048
0
195,996
Analysis of Funds Unrestricted
Restricted
Endowment
2023
general
reserve
education
QPC
Leek
Lichfield
Stafford
Stoke
Stone
Uttoxeter & Burton
Wolverhampton
property
relief in need
QSMT
0
Leek
Lichfield
Stafford
Stoke
Stone
Uttoxeter & Burton
Wolverhampton
0
0
0
0
Leek
Lichfield
Stafford
Stoke
Stone
Uttoxeter & Burton
Wolverhampton
20,731
3,194
2,274
1,947
14,446
11,620
14,330
7,513
6,077
7,915
33,900
20,731
3,194
2,274
1,947
14,446
11,620
14,330
7,513
6,077
7,915
33,900
215,447
12,243
7,100
0
100
0
0
0
0
0
2,778
215,447
12,243
7,100
0
100
0
0
0
0
0
2,778
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
Totals for all funds 123,947
237,668
0
361,615

Signed by one or two of the trustees on behalf of all the trustees

Date of approval

Signature Name Signature Name

Page 18

AM Collation!Annual report

Notes to the accounts

1 - Accounting policies

Basis of accounting - The accounts have been prepared on a Receipts and Payments basis as perm 133 of the Charities Act 2011.

Income and expenditure - Contributions, grants, legacies, interest, dividends, and rents are all treate year in which they are received.

Acting as Agent - Further sums are collected specifically for passing on to other bodies, and so they income for the Area Meeting. These are not included in the SOFA or balance sheet, but they are summ

Land and buildings - The properties owned by the Area Meeting comprise Meeting Houses and ward accommodation which are held for the furtherance of the Area Meeting's charitable objects.

The contents of the Meeting Houses are written off at purchase and therefore only the current insured in these accounts.

Reserves - The Trustees have agreed a policy on reserves.

Investments - There are investments managed by Rathbone Greenbank with dividends paid into the

Pensions - The Area Meeting pays contributions to personal pensions for those employees who are e note 4.

Local Meetings - In accordance with the latest guidance from the Charity Commission and the Quake Committee the unrestricted funds of Local Meetings are shown here as designated funds of the Area

2 - Support costs 2023 2022
Total support costs 114,375 81,988
Quaker activities before support costs
Support costs allocated toQ. activities
91%
(49,265)
103,931
(20,031)
56,812
Quaker activities with support costs 54,666 36,781
Generating funds before support costs
Support costs allocated togeneratingfunds
0%
17
0
15
0
Generating Funds with support costs 17 15

The support costs mostly cover the costs of running the Meeting Houses. They are allocated between activities and Generating funds according to the approximate usage of the buildings by Quakers and b hiring rooms.

Page 19

AM Collation!Annual report

3 - Trustees and examiners 2023 2022
Refund of expenses to trustees
Independent examiner costs
0
0
0
1,182
Total 0 1,182
4 - Paid employees 2023 2022
Staff wages and salaries
Employer's tax and NI contributions
Employer'spension contributions
8,389
0
509
8,986
0
470
Total 8,898 9,456

There are no employees with emoluments over £60,000 per year.

5 - Grants and donations Unrestricted Unrestricted Restricted Endowment 2023
Donations to BYM 9,180 0 0 9,180
Donations to other Quaker bodies 1,000 0 0 1,000
Donations to non-Quaker bodies 1,522 1,482 0 3,004
Grants to individuals 190 1,054 0 1,244
Grants to individuals (education) 0 0 0 0
Grants to individuals(other) 0 0 0 0
Totals 11,892 2,536 0 14,428
6a - Insured value of properties Land and
buildings
Contents Date of
valuation
FMH, Overton Bank, Leek ST13 5ES 911,060 0
FMH, 67-68 Foregate Street, Staford ST16 2PX 778,492 0
FMH, Miller Street, Newcastle-under-Lyme ST5 1QJ 883,369 0
FMH, 39 Carter Street, Uttoxeter ST14 8EY 456,199 0
FMH, 8B Summerfeld Road, Wolverhampton WV1 4PR 1,586,992 0
Totals 4,616,112 0
5 - Grants and donations Unrestricted
Restricted
Endowment
Unrestricted
Restricted
Endowment
Unrestricted
Restricted
Endowment
2023
Donations to BYM
Donations to other Quaker bodies
Donations to non-Quaker bodies
Grants to individuals
Grants to individuals (education)
Grants to individuals(other)
9,180
0
0
1,000
0
0
1,522
1,482
0
190
1,054
0
0
0
0
0
0
0
9,180
1,000
3,004
1,244
0
0
Totals 11,892
2,536
0
14,428
6a - Insured value of properties Land and
buildings
Contents Date of
valuation
FMH, Overton Bank, Leek ST13 5ES
FMH, 67-68 Foregate Street, Staford ST16 2PX
FMH, Miller Street, Newcastle-under-Lyme ST5 1QJ
FMH, 39 Carter Street, Uttoxeter ST14 8EY
FMH, 8B Summerfeld Road, Wolverhampton WV1 4PR
911,060
778,492
883,369
456,199
1,586,992
0
0
0
0
0
Totals 4,616,112 0
6b - Depreciation of land & buildings 2023 2022
Asset initial cost or last valuation
Additions
Disposals
Revaluations
0
0
0
0
0
0
0
0
Balance car ried forward 0 0
Accumulated depreciation
Depreciation for thisyear
0
0
0
0
Depreciation car ried forward 0 0
Net book value at start ofyear 0 0
Net book value at end ofyear 0 0

Page 20

AM Collation!Annual report

7 - Investment Assets 7 - Investment Assets Totals
Analysis of changes during the year
Market value at beginning of year
Add: additions to investments at cost
Less: carrying value of investments sold
Netgain/(loss)on revaluation
164,823
0
0
796
Total market value at end ofyear 165,619
Analysis by type of investment
Investment property
Stock exchange investments
Unit trusts or similar
Securities not listed on stock exchange
Cash held in an investment portfolio
Other investments
0
0
0
0
0
0
Total market value at end ofyear 0
9a - Designated, Restricted and Endowment Funds

Unrestricted funds are freely available for any purpose of the Area Meeting. Designated funds are u which are set aside for specific purposes, but remain at the discretion of the Area Meeting. Restricted funds have been earmarked by the donor or testator for certain specific purposes. Endowment funds must have their capital preserved, but the income can be used for the purposes sp donor or testator.

AM Designated funds - The funds managed by the Local Meetings are primarily for the expenses of e may also be used for the centrally-managed work of the Society of Friends, or other purposes of the A In addition, AM has the following three designated funds: Reserves Fund to maintain the running of the Area Meeting for approximately 9 months, in the absenc Quaker Prison Chaplains Fund primarily to support the training of Prison Chaplains, and their attendan conferences. An Education Fund to finance course attendance at Woodbrooke Quaker Centre and elsewhere.

AM Restricted funds -

Stone and Wolverhampton Local Meetings, as constituent Meetings within the AM, have restricted fun to contribute to non-Quaker causes. Leek Local Meeting has a restricted fund for the maintenance of House grounds.

AM Endowment funds - Neither the Staffordshire Area Quaker Meeting nor any of its constituent Loc endowment funds.

Transfers - An annual transfer takes place from each Local Meeting to the Area Meeting in order to fin expenditure.

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AM Collation!Annual report

9b - Movement of the funds Fund
balances
brought
forward
Incoming
resources
Outgoing
resources
Transfers
Unrestricted funds
general
reserve
education
QPC
Leek
Lichfield
Stafford
Stoke
Stone
Uttoxeter & Burton
Wolverhampton
11,061
3,194
2,274
1,947
12,197
10,296
12,176
8,570
7,305
2,520
23,289
17,193
0
0
0
6,173
7,745
10,206
11,358
2,565
5,955
25,129
4,479
0
0
0
3,715
5,866
7,774
12,206
3,584
6,060
13,892
(3,044)
0
0
0
(209)
(556)
(278)
(209)
(209)
5,500
(626)
Totals for unrestricted funds 94,830 86,324 57,576 369
Restricted funds
property
relief in need
QSMT
0
Leek
Lichfield
Stafford
Stoke
Stone
Uttoxeter & Burton
Wolverhampton
210,497
12,243
0
0
100
0
0
0
42
0
2,851
4,154
0
7,100
0
0
0
0
0
0
0
9,936
0
0
0
0
0
0
0
0
42
0
10,009
0
0
0
0
0
0
0
0
0
0
0
Totals for restricted funds 225,732 21,190 10,051 0
Endowment funds
0
0
0
0
Leek
Lichfield
Stafford
Stoke
Stone
Uttoxeter & Burton
Wolverhampton
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
Totals for endowment funds 0 0 0 0
Totals for all funds 320,563 107,513 67,627 369
10 - Acting as Agent Income
Receipts to pass on to other bodies
Contributions to AM from individuals
Contributions to BYM from individuals
Collections for Quaker bodies
Collections for non-Quaker bodies
Special collections
Other moneytopass on to others
2023 2022
0
120
0
5,365
0
1,640
0
120
170
1,220
0
0
Totals 7,125 1,510

Page 22

AM Collation!Annual report

11 - Legal and administrative information

Constitution and purpose

The Area Meeting is a charity established for the advancement of religion and other charitable purpose bear witness to, the principles and practices of the Religious Society of Friends (Quakers). The principa public meetings for worship in the constituent Local Meetings of Leek, Lichfield, Stafford, Stoke, Stone, Wolverhampton.

The affairs of the Area Meeting are governed by "Quaker Faith and Practice", the Book of Discipline of The Area Meeting has a Governing Document dated 18-10-2020. It is registered with the Charity Com 1192134. The Members of the Area Meeting are all those persons whose names are, for the time being register. The Managing Trustees are those appointed as such by the Area Meeting in session. The AM also appoints two members to serve on Meeting for Sufferings, which is a representative confe Trustee body for the centrally managed work of Britain Yearly Meeting.

Address for Correspondence

The Area Meeting Clerk, (vacancy - please correspond with James Went, address below)

Meeting House Addresses

Friends' Meeting House, Overton Bank, LEEK ST13 5ES Friends' Meeting House, 67-68 Foregate Street, STAFFORD ST16 2PX Friends' Meeting House, Miller Street, NEWCASTLE-UNDER-LYME ST5 1QJ Friends' Meeting House, 39 Carter Street, UTTOXETER ST14 8EY Friends' Meeting House, 8B Summerfield Road, WOLVERHAMPTON WV1 4PR

Managing Trustees

The managing trustees are appointed by the Area Meeting in session and the following persons serve during the period covered by this report:

Richard Ashwell Bryan Cleary Berry Dicker Peter Holland Stephen Langford Peter Moore Nigel Peckett

Officers who are currently serving, or have served during the period covered by this report:

Area Meeting Clerk:

Area Meeting Day-to-day Treasurer:

John Wharton, 22 Footherley Road, Shenstone, LICHFIELD WS14 0NJ 01-01-2021 - prese

Area Meeting Collation Treasurer:

James Went, 2 Hill End, Moddershall, STONE, Staffordshire ST15 8TG 01-01-2023 - prese

Bankers

Reliance Bank Ltd., 23-24 Lovat Lane, LONDON EC3R 8EB (Current account) Triodos Bank, Deanery Road, BRISTOL BS1 5AS (Deposit account) Rathbones Greenbank, PO Box 1965, LIVERPOOL L69 3HU (Investment)

Custodian Trustee

Friends Trusts Ltd., Friends House, 173 Euston Road, LONDON NW1 2BJ Registered Charity 237698

Page 23

AM Collation!Annual report

AM CollationlAnnual report Page 24

4, at in, ent of part of an h e reached.

Page 25

AM Collation!Annual report

AM CollationlAnnual report Page 26

AM CollationlAnnual report Page 27

AM CollationlAnnual report Page 28

2022
41,605
22,545
2,622
230
0
67,002
15
36,781
25,176
1,675
Note 2
Note 2
Note 2
63,647
3,355
615 Note 9
3,970
(30,380) Note 7
(26,410)
346,966
0
320,556

Page 29

AM Collation!Annual report

2022
0
0
164,823
Note 6
Note 7
164,823
85,479
70,255
0
155,734
2022 Note 9
11,061
3,194
2,274
1,947
12,197
10,296
12,176
8,570
7,305
2,520
23,283
0
210,497
12,243
0
0
100
0
0
0
42
0
2,851
0
0
0
0
0
0
0
0
0
0
0
0
320,556

Page 30

AM Collation!Annual report

mitted by Section

ed as income in the

do not represent marised in Note 10. dens'

d values are shown

property fund. eligible as shown in

er Stewardship Meeting.

Quaker by others

Page 31

AM Collation!Annual report

2022 8,200 610 2,472 8,336 0 0 19,618

Page 32

AM Collation!Annual report

unrestricted funds

pecified by the

each Meeting, but Area Meeting.

ce of any income. nce at

ds which are used the Meeting

al Meetings have

nance Area

Page 33

AM Collation!Annual report

Gains and
losses
Fund
balances
carried
forward
0
0
0
0
0
0
0
0
0
0
0
20,731
3,194
2,274
1,947
14,446
11,620
14,330
7,513
6,077
7,915
33,900
0 123,947
796
0
0
0
0
0
0
0
0
0
0
215,447
12,243
7,100
0
100
0
0
0
0
0
2,778
796 237,668
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0 0
796 361,615

Page 34

AM Collation!Annual report

es such as derive from, or al activity is the holding of , Uttoxeter & Burton, and

Britain Yearly Meeting. mission, number g, recorded in its official

erence which advises the

ed as trustees

ent

ent

)

Page 35

AM Collation!Annual report

AM CollationlAnnual report Page 36

Guidance Messages, with action to be taken

Guidance messages in red should not be ignored. They are usually self-explanatory. If you can't get a message to clear, please ring 01785 814129 for assistance.

Paste page:

Error(s) detected! The information pasted has accounting errors. Go back to the Accounting spreadsheet, click on the green 'Copy' tab and read the red message for guidance. Please enter name of funds above each column The name of each AM fund (apart from the General Fund) needs to be entered at the top of each column, e.g. Reserve Fund, Property Fund, etc. Wrong column The information has been pasted into the wrong column. This must be rectified by holding the 'Ctrl' key down and pressing the 'Z' key. Then re-paste into the correct column. Spreadsheet support messages (for the attention of the person maintaining the spreadsheet): Please enter year Enter the financial year for which the spreadsheet will be used. Please enter a prefix All figures entered, whether a year or a percentage, must be prefixed. Read Handout 2c for guidance. Please enter year as four digits The year entered must be in the range 2000 to 2050.

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