Fulwood Old Chapel (Unitarian) Trustees’ Annual Report and Accounts
From 1 October 2024 to 30 September 2025 Charity registration number: 1207656
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Trustees’ Annual Report for the period
From 1 October 2024 to 30 September 2025
Charity registration number: 1207656
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | The object of the CIO is the promotion and practice of religion in accordance with the object of the General Assembly of Unitarian and Free Christian Churches (Registered Charity No. 250788) as stated in its constitution from time to time in force. |
| 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 |
The main activities during the year have been: i) conducting regular acts of worship in accordance with the Chapel’s object; ii) conducting or enabling special services (namings, weddings, funerals and memorial services); (iii) maintaining the Chapel premises; and (iv) providing a location for activities of local community groups. Community Wellness Services are supported by Age UK in running a weekly fitness group; Sheffield City Council finances a very well used breastfeeding support group; and the NHS supports South Yorkshire Chaplaincy and Listening Service in providing art therapy and bereavement groups. There are also privately-run art and lacemaking groups and regular meditation events as well as monthly WI meetings. The Chapel continues to support Friends of the Porter Valley in providing the premises for their Christmas wreath-making workshop and Fair. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | The relevant guidance has been followed. |
Additional information (optional) You may choose to include further statements where relevant about:
SORP reference Policy on grant making Para 1.38
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Policy on social investment Para 1.38 including program related investment
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 | The activities enumerated above have provided a focus for both spiritual sustenance and community cohesion in the local area. Maintenance of the Chapel premises, including redecoration and improvements to and re-staining of the Chapel floor, has greatly lightened the Chapel and continued to ensure a quality environment for the above activities to take place. |
Additional information (optional)
You may choose to include further statements where relevant about:
Achievements against Para 1.41 objectives set Performance of fundraising Para 1.41 activities against objectives set Investment performance Para 1.41 against objectives
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Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | The Chapel’s finances remain in a healthy state. As a result, we continue to be able to pay our visiting preachers at a higher rate than the minimum recommended by the General Assembly ofthe UnitarianChurch. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | The aim behind building up our reserves is to put the Chapel in a position at a later date to consider employment of either a part-time minister or an administrative assistant, or both. |
| Amount of reserves held | Para 1.22 | £187,654 |
| Reasons for holding zero reserves |
Para 1.22 | n/a |
| Details of fund materially in deficit |
Para 1.24 | n/a |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | n/a |
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 Investment policy and objectives including any social investment policy adopted Para 1.46 A description of the principal risks facing the charity Para 1.46 Other
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Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document | Para 1.25 | Constitution. |
| How is the charity constituted? |
Para 1.25 | Association CIO. |
| 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 | Election by the membership. |
Additional information (optional)
You may choose to include further statements where relevant about:
Policies and procedures Para 1.51 adopted for the induction and training of trustees The charity’s organisational Para 1.51 structure and any wider network with which the charity works Relationship with any related Para 1.51 partie
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Reference and Administrative details
| Charityname | Fulwood Old Chapel(Unitarian) |
|---|---|
| Other name the charity uses | Fulwood Old Chapel |
| Registered charity number | 1207656 |
| Charity’s principal address | 8 Whiteley Lane, Sheffield S10 4GL |
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) |
|---|---|---|---|---|
| Jane Moore | Chair | |||
| Robert Ince | Vice Chair | |||
| Tim Simkins | Secretary | |||
| Peter Rowson | Treasurer | |||
| Rod Cumming | ||||
| Marie Fitzpatrick | ||||
| Anne Rayner | ||||
| Janet Rowson | ||||
| Caroline Thorpe | ||||
| Sarah Welsh |
– Corporate trustees names of the directors at the date the report was approved
Director name n/a
Name of trustees holding title to property belonging to the charity
| Trustee name | Dates acted if not for whole year | |
|---|---|---|
| n/a | ||
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Funds held as custodian trustees on behalf of others
Description of the assets None held in this capacity Name and objects of the n/a charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for n/a 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 n/a Name of chief executive or names of senior staff members (Optional information)
n/a
Exemptions from disclosure
Reason for non-disclosure of key personnel details
n/a
Other optional information
n/a
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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 |
||
|---|---|---|
| Jane Moore | Tim Simkins | |
Chair |
Secretary | |
| 15 June 2026 | ||
| 15 June 2026 |
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Fulwood Old Chapel (Unitarian) Registered Charity No. 1207656 Receipts & Payments Accounts for the year to 30th September 2025
| Fulwood Old Chapel(Unitarian) | Fulwood Old Chapel(Unitarian) | Fulwood Old Chapel(Unitarian) | Fulwood Old Chapel(Unitarian) | ||||
|---|---|---|---|---|---|---|---|
| Registered Charity No. 1207656 | |||||||
| Receipts & Payments Accounts for theyear to 30th September 2025 | |||||||
| 2023-24 | 2024-25 | ||||||
| £ | Funds at start of year | £ | |||||
| 23,431.78 | CAF Bank Accounts | 34,347.65 | |||||
| 43,412.88 | IFSL CAF Income & Growth Fund(accumulation units) | 57,676.70 | |||||
| 71,285.29 | Newton Growth & Income Fund | 85,899.99 | |||||
| 138,129.95 | 177,924.34 | ||||||
| Receipts | |||||||
| 21,703.88 | Donations & Legacies | 5,547.00 | |||||
| 2,393.79 | RetiringCollections | 2,469.97 | |||||
| 1,725.00 | Special Services | 1,300.00 | |||||
| 13,815.50 | HiringThe Old School Room | 13,473.75 | |||||
| 1,826.25 | Gift Aid | 2,235.50 | |||||
| 10,263.04 | Grants Received in the Year | 4,000.00 | |||||
| 320.30 | Events | 160.00 | |||||
| 2,393.50 | Interest received from Funds & Bank A/c | 2,464.86 | |||||
| 0.00 | Donations to cost of Messenger | 0.00 | |||||
| 0.00 | Sundries | 0.00 | |||||
| 54,441.26 | 31,651.08 | ||||||
| Payments | |||||||
| 2,595.18 | Buildingcosts | 3,272.22 | |||||
| 4,236.69 | Cleaningcosts & Garden Maintenance | 4,095.00 | |||||
| 4,921.74 | Utilities HeatingElectricityWater | 5,688.83 | |||||
| 4,642.00 | VisitingPreachers Fees & Expenses | 5,583.00 | |||||
| 2,335.00 | Organist(Marie) | 2,180.00 | |||||
| 0.00 | Administrator | 402.50 | |||||
| 1,330.00 | General Assembly Quota | 1,505.00 | |||||
| 3,071.68 | Donations & Payments – Appeals | 2,855.00 | |||||
| 1,480.60 | Messenger Costs | 1,406.40 | |||||
| 370.00 | Gen AssemblyAGM expfor FOC reps. | 780.00 | |||||
| 425.90 | Publicity& Stationary | 68.60 | |||||
| 0.00 | Cost of Inquirer & Unitarian | 46.00 | |||||
| 126.56 | Household Consumables | 180.90 | |||||
| 2,604.29 | SundryExpenses | 2,405.80 | |||||
| 1,300.75 | Special Services | 725.00 | |||||
| 16.00 | Cost of Events in the Chapel | 0.00 | |||||
| 69.00 | Bank A/c Fees | 69.25 | |||||
| 0.00 | Organist(Other) | 0.00 | |||||
| 29,525.39 | 31,263.50 | ||||||
| 24,915.87 | Surplus (Shortfall) on normal activites | 387.58 | |||||
| Funds at end of year | |||||||
| 34,347.65 | CAF Bank Accounts | 24,735.23 | |||||
| 57,676.70 | IFSL CAF Income & Growth Fund(accumulation units) | 65,897.38 | |||||
| 85,899.99 | Newton Growth & Income Fund* | 97,021.50 | |||||
| 177,924.34 | 187,654.11 | ||||||
| The following investments were made during theperiod: | |||||||
| IFSL CAF ESG Income & Growth Fund(accumulation units) | £5,000 | ||||||
| Newton Growth & Income Fund(income units)* | £5,000 | ||||||
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- FULWOOD OLD CHAPEL (UNITARIAN) Registered Charity No. 1207656
RECEIPTS AND PAYMENTS ACCOUNT FOR THE YEAR TO 30[TH] SEPTEMBER 2025
Independent examiner’s report to the Trustees of Fulwood Old Chapel (Unitarian)
I report to the Trustees on my examination of the accounts of Fulwood Old Chapel (Unitarian) (FOCU) for the period 1 October 2024 to 30 September 2025, which are attached on two pages.
Responsibilities and basis of report
As the charity Trustees of FOCU 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 FOCU 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 giving me cause to believe that in any material respect:
-
accounting records were not kept in respect of FOCU as required by section 130 of the Act; or
-
the accounts do not accord with those records.
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
Name: Peter Tisch
Date 27[th] October 2025
Relevant qualification: Retired Assistant Director of Finance, Sheffield Health Authority
Address: 22 Savage Lane, Sheffield S17 3GW
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