Chariry No. 218676 ANSDELL UNITARIAN CHURCH RF.CEtPT8 AND PAYMENTS ACCOUNT YEAR Ef4DED 31 DECEMBER 2023 Rushtons Chartertd Accountallts Avroe House Avroe Creseenl Blackpool FY4 2DP
ANSDELL UNITARIAN CHURCH Report And Flnanclal Stalernents For the year ended 31 December 2023 Contents PaEe Legal and a43mini8trative information Report of the executive ¢omTnillcc 34 Receipts and payfftents account Stste]nent ofassets Report of the independent examin¢r
ANSDELL UNITARIAN CHURCH Legal and AdinlthlstrAtlvt Inform2tfon Status The Church is a charitable Irusl governed by a Trusl Deed dated 14 July 1933. Trn5teeg are elected from the m¢mber5 to seThe for a period of 3 year5 at each AlVal General Meeting. Trustees The following s¢rv#d as trustees during the year: Name Mts D Cojjnolly Mrs S Beniham Mi A C Dawson-Browrt Mrs J Tumer Mrs J GreeJJwiM)d Prlnclpal Address Channing Roa(L LythaDJ Si Annes, Laacashire FY8 IBJ Tndependent Examiller C N Calvert, Rusblolls, Chartered Accountants & Registered Auditors. Avroe Houso Avroe CrescenL Blackpool, FY4 2DP Bankers Lloyds TSB plc PE4ge I
ANSDELL UNrrARIAN CHURCH Report of the Trustees for the yr emded 31 Deeember 2023 Objects of the Ch4rity and prlnclple activiry The Charity's objects are the fijrthcranec of Unitari18 by the provision of a Church of hi8h sta[ard to maxirnise membership and attendaDce at Church Services. Results DuriJ)g the year ripts exceeded payments by £65,140 (2022.. surplus £6,417). Developments durlng the ye4r Thc TnLStees are plSed to announce tha( despit¢ the considerable risc costs for h¢Jting and lighting during the year. we would have only susiaincd a small deficit ov¢rall while managing to wnlinue our activities as DOrn)al. We were. however pleascd to receive a considerable bquegt from a dettascd member, Mi3. JeaD Moxham, wbich has greatly enhanced our finallcial position. On the advice of our stockbrokers we are nut intending to consider any investrnents at this lime to Lbe current uncertaiTh state of the market. We have been happy to welcomc several new members duting The y¢8r, and d&spite I05ses caused by the de¢¢ase of three Indoor members, our numbtrs remain fairly constant. We are still however, as with most chwEhes today, aD ageing congregatioD aDd our work wilh Pastoral Care to o members is an increasingly imponant part of our work in the con]munity. We Continue of course wilh oui. sUPPOrt for variou$ local cbarities and OTgani5aiions as usual. We havc been rtsrnate this year in being able to increase our team of visitiIig rninisters worship Icaders, who, in th¢ absen¢e of a minislcr of our OW7L provide an invaluable resource, attd their variety of presentation and vi¢wpoinL help to give our church a ullique forn of worthip in the local brea. We coniinue as always to be"The Liiile Church with the Big Hrt "and Strive lo move as always"Onwards and Upwards" Reserye poll¢y All funds kn¢luded in th¢ accounts are unrestricted. The trnstees Tecognise the need to maintain reseTves at a level Sufficient to generate income to mett the tosts of mailltsining the chllrth. The Report was approved by the Trustees on .. 2024 . Mr A C Dawson-Brown (Secr¢tsryllru5¢ee) Page 2
ANSDEJ,L UNITARL4N CHURCH RECEIPTS AF4D PAYMENTS ACCOUNT Ytar Eded 31 December 2023 RECEIPTS 2023 2022 Sllbserl tions Donations and Collections Collection5 Envelopes Member5, Subscripiions Donations 1,806 2.032 255 67,095 1.503 2292 250 10,513 18 Giti Aid 72.938 16,076 fforts SpIinglSummer Fair znd Gift Day Christma% and rnffle After seNi¢e ie&£ and coffee mornings 75 75 327 299 402 374 Other Ineomt Sir C.Grundy Trnst 85 85 Use of Chur¢b Hall Rooin Hire Weddings 2nd Funerals elc. 5.200 200 7,050 215 5,4C 7,265 Investment Income Quoted Investtllents. Sold 6402 of M&G ChArifvrtd 23,504 18,752 101,237 TOTAL RECEtPTS 102.329 143 789 Page 3
ANSDELL tYNITARIAN CIIURCH RECEIPTS AND PAYMENTS ACCOUNT Year Ended 31 December 2023 PAYMENTS 2022 Church S¢n4¢ts Pulpit Supplies Funeral fees 5,217 5,751 160 5,217 Prem Repajrs and Renewals Heatin8 aDd lighting Wat¢T Caretaking and cleaning Insurance Garden maiDtenance 5,911 2,460 3.135 343 7.935 1881 2.622 513 2,238 455 7,370 2,851 2,241 19,376 Ceneral Social Evcnts and AGM Lunch Caierin8 Off)cers' Expense5 Priniin& postage and Stationery Sundries Hedleys Fees Pastoral Care Admin Donations Advert Christmas Meal 15,668 1,025 77 1.093 187 983 480 2,155 2,501 509 6.123 800 642 400 1,867 .714 563 6,202 100 240 12,596 15,473 Bought 102500@97.2 M&G Credit 100,320 TOTAL PAYMENTS 137 J72 SURPLUS Money held by Hcdleys Open5ng Bank Balance8 65.140 6,417 60 55,881 Closing bank balances 127.378 Page 4
ANSD£LL UNITARIAN CHURCH STATEMENT OF ASSETS AND LIABILITIES As at 31 Deetmber 2023 VEST 2023 2022 Unils 11500 102500 337 36835 19500 20246 165 & G Charifund Income Units M & G Credit Vanguard Funds plL FTSE 100 ETF Momentum Multi-&sset valuc tsl plc Lcndivest Secured SDcome Blatkrock Charinco Units tncorne cash 165.024 93,685 11,319 38,153 17.167 30,069 165 168.995 94,403 10.917 38,151 19,061 29,606 60 Total value of these investmenis 31 December 355 582 361193 BANK & CASH BALANCLS Bajance ai Iloyds Bank plc at 31 December pl£ as at 3 1 Deccmber 2023 CwrcThi Accouni 127 378 Signed on bchalf of thc Tntst.. SeLYetaryn rustee. .... Date..l.l...ffj.AL. [# 2024 Page 5
ANSDELL UNITARIAN CHURCH Indepedent Ex9mlner'$ Report to the Trustees of Ansdell Unltsrfian Cbureh I rcpon to the charity trustees on my examination of tht accounts of Ansdell Uniiarian Church lthe Tivsr) for ihe year ended 31 Dc¢ember 2023. RpeCtIVe responsibilities of trstee$ and ex#Jniner As thr charity trL2Stees of th¢ Trust you are resp)nsible for the preparation of the accounts in accordance with the requirements ofihe Charilies Act 2011 ('the Ael'l. l Teport in r¢spect ol rny c¥aminaiion of the TTUSI'S accoun(s Laled out und¢r section 145 of the Act and in Carrying out Iny examiDalion I have followed applicable Dire¢uons giveD by th¢ Charity Commission undcr 5eciion 145(51{bl of the Act.. Indepcndent examiner's &tstement have completed my examination. I confirni that no malerial matters hav¢ come to iny attention i conne¢lion with the cxaminatioD givin8 me CAUS¢ to believ¢ that in gny iknaterial respect,. Accounting records w¢re not knpt in respect of th¢ Trust as reqllired by section 130 of the Act; or 2. The accoull do Ttot accord with thosc recoi'ds: tsr The accoun do not comply with the appliuble requiremtnts concerning the forni and content of accounts Set out in the ChaJities IAcrA>unts and R¢portsl Regulations 2001 other than any requiremcnt that the accounls give a trn¢ 8nd faiT view wbich is Dot a matter CODsiderd as part of an indq>ettdent examinaiion. I have no concerns and have come across no other maiter.% In connection with the examination io which att¢ntion should bE drdwn in this repDrt in order io enablc a proper undcrstandtng of the &¢counts io b¢ reached. C N Calve11 Chartered Accountant Rll8htoffis Chartered Atcountants Avroe House, Avroe Crescent Blackpool FY4 2DP Page 6