Charlty Number: 224603 Pendle Hill Area Meeting Report and financial statements For the year ended 31st December 2023
Pendle Hlll Area Meeting Reference and adminlstrative Information for the year ended 31st December 2023 Page Reference and admlnistratlve Informatlon Trustees report (Includlng dlrectors, report) Independent Examiner's report statement of financial actlvlties Balance sheet io Notes to the fi'nancial statements 11-20
Pendle Hlll Area Meetlng Reference and adminlstrative information for the year ended 31st December 2023 Charity Name Pendle Hill Area Quaker Meetlng Charlty number 224603 status A charity reglstered wlth the Charlty Commlsslon Clerk to the Trustees Clare Frackleton Princlpal Offlce (Address of the Clerk of Trustees) 6 Alfred Street Egerton Bolton BL7 9TA Treasurer Plnk Dandelion Trustees Peter Damian Entwistle (appolnted 8th July 2023) Clare Heather Frackleton Wendy Harnpton Alex Houghton (appolnted 10th December 2023) Norma Lee Tony Robinson Phlllp Whitehead Custodlan Trustee Frlends Trusts Ltd Independent Examlner David Evans FCA Evans Accountants Unit 27B Mltton Road Buslness Park Mitton Road, Whalley, Clltheroe B87 9YE Bankers Pendle Hlll Area Meetlng: Cooperatlve Bank Bolton Quaker Meetlng Cooperative Bank, Charlties Deposlt Fund, F&C Fund Management Blackburn Quaker Meetlng Lloyds Bank, The Charity Bank Chorley Quaker Meetlng Chorley Bulldlng Soclety Clitheroe Quaker Meetlng Yorkshire bank, Marsden Bullding Society Crawshawbooth Quaker Meetlng Natwest, NS&I Marsden Quaker Meetlng Yorkshlre Bank
Pendle Hill Area Meetlng Report of the Trustees for the year ended 31st December 2023 STRUCTURE, GOVERNANCE AND MANAGEMENT Governlng Document The Governlng Document was adopted on 13 September 2008. Necessary revlsions and amendments were made with the agreement of the Area Meetlng on 14 November 2015; 12 November 2016. and 11 March 2017. Trustees Sultable persons from among the Members of the Area Meeting are identified by the Area Meetlng Nominations Committee. A person's name is put forward to the Area Meeting and if dlscerned to be approprlate the appolntment of the person as a Trustee is recorded In the Area Meeting minutes. Trustees are encouraged to attend tralning courses organised nationally by Britain Yearly Meetlng. OBJECTIVES AND ACTIVITIES Constitutlon and purpose The Area Meetlng is a charity established for the advancement of Quakerlsm and other related charitsble purposes such as derlve from or bear wltne5S to the princlples and practlces of the Rellglous Soclety of Friends (Quakers). The principal activity is the holding of publlc meetings for worship in the constltuent Local Meetings of Blackburn, Bolton, Chorleyi Clitheroe, Crawshawbooth and Marsden. The affairs of the Area Meeting are governed by 'Quaker Faith and Practice" the Book of Disclpllne of Brltaln Yearfy Meetlng and the Area Meetlng governlng document. Pendle Hlll Area Meetlng Is a charlty reglstered under Charlty Commlssion Reg. No. 224603, The Members of the Area Meetlng are all those persons whose names are for the time being recorded in its official reglster rnalntalned In accordance wlth the procedures of the Rellglous Soclety of Friends (Quaker5) In Brltaln (Brltaln Yearly Meetlng). st the and witness of in t eare ofP Mee an be Meetlng for worshlp is held twlce-weekly In one Meetlng House, weekly In four Meetlng Houses and once fortnightly In a church schoolroom. All are publlc meetings for worship which are advertlsed outslde the venues, online on our website, on the natlonal Quaker website, on soclal medla vla two Facebook pages and one X (formerly known as twitter) account and through a church bulletin. Of those 26 Meetlngs for worshlp 20 are held 'blended' there is onllne partlclpatlon through a Zoom link for those wlshlng to Joln the rneeting remotely for whatever reason. The links to public online link are available through clerks to each of the six local groups, Local Meetings have been part of wlder ecumenlcal and Christians Together groups to support wider religlous experlence, understanding and tolerance. Useo We maintain five meeting houses that we have used to hold publlc Meeting for Worshlp and which are avallable for community and Individual use In Ilne wlth our beliefs and concerns at the discretion of Friends in the meeting. Within those buildings we promote Quakerism, our public meetings for worshipi our bel iefs and our work in the world locally nationally and internationally th rough posters, books and leaflets. Burial grounds are maintained In such a way that they reflect our values, Chapel Hlll Burial Ground is tidied annually in such a way that it is welcoming to people and wildlife. Blackburn Meeting Is a welcome green space open when the Meeting House Is In use. Clltheroe's green strlp Is tldy and provldes a talkln9 polnt next to the publlc carpark. It is now wildlife friendly and has been twlnned with a gardenlng
Pendle Hill Area Meetlng Report of the Trustees for the year ended 31st December 2023 project in Africa. Crawshawbooth's large well-kept garden has been a welcome community green space Used when the is a Quaker presence In the buildlng and a valuable community green space when open in the summer. Marsden's garden provided mature trees and a green aspect to an urban area. Tong cemeteryi associated with Bolton Meeting, has been cared for by the council as a valued green space, erlakin uak erv he relief of suf In Friends Fellowship of Healing meetlngs are held by Frlends in Pendle Hill Area Meeting, one Meeting Houses is regularly used for these meetings to relieve suffering and support those in need of heallng from within the Quaker and wlder community, they are open to all. The other group Is largely onllne. aker me In f Pe dle Fundin the co erns edora edt su ort: We have had financial contributions which have been used to support our concerns for example thls year.. Promotlon of envlronmental concern5 Wlthln the communlty and In the world: Support of Money for Madagascar relief of poverty and glrls, education. Destitutlon project in Bolton,. Refugee group welcome in Blackburn; Friends of Hlekwenl's peace work and poverty rellef; Chorley Help the Homeless. tor of in ivid al nd rs I lud. to Inn Providin fort catio We have people appointed to take care of eldershipi pastoral care, We hold learnlng events and dlscussion groups as well as supporting understanding and answerlng enqulres of members, members of the public and attenders in the meetings. In addition, it is part of our membershlp that we all share in the responsibility for these tasks, we do them for each other. We also hold community building event5 to strengthen Quaker communlty, these are open to members, attenders and the wider community. evelo In to blic ors worl aint nin our witnes Use by the local communitles close to our Meetlng propertles. We have continued to practice good stewardship to malntaln our premises to a hlgh standard that demonstrates a warm welcome to the publlc. We are completing the process of developlng equal access racilities at our oldest Meeting House. Each Meeting House has Its own programme of works and maintenance which is budgeted for by the local meeting and overseen by trustees for hlgh expenditure. other Meeting Houses have welcomed in community groups including those doing yoga, havlng coffee mornlngs for refugees, welcoming refugees for Friendshipi promoting environmental actlon, children's groups, Buddhist group, and the wider community to use the space when there are public events with high numbers of people attending. Administer andm inin and into t er ee ses le Hi IAr Me ribu the su ort of Brita Friends make financial contributions and treasurers locally and as a grou pl Area Meetlng monitor the use of funds, produce financial reports to trustees and annual audlted accounts. Friends have served Britaln Yearly Meetlng through belng part of committees of the natlonal bodyi on Quaker Llfe Representatlve Councll, Meetlng for Sufferlngs (natlonal executlve body) and the Book of Discipline Revislon Committee and attendance at the Yearly Meetlng of our natlonal body Britain Yearly
Pendle Hlll Area Meeting Report of the Trustees for the year ended 31st December 2023 Neetlng. These bodies all maintaln and develop Quaker thought and bellets as well as advertlslng our presence to the world. Friends have used the servlces of an accountancy firm for some financlal record keeping and accountlng but other than that Friends serve the Area Meeting and in some cases the wlder Yearly Meeting voluntarily to malntain our organisation. ACHIEVEMENTS AND PERFORMANCE The charlty'5 maln actlvlties and who It tries to help are descrlbed below. All Its charltable activltles are undertaken to further Pendle Hlll Area Quaker Meetlng charitable purposes for the publlc benefit. Strengthenlng the life and witness of Quaker rneetlngs both in the area of Pendle Hlll Area Meetlng and beyond. the online element of our worship has allowed us to welcome worshlppers from abroad as well as across this area and the UK. We hold one Meetlng for Church Affairs l Business Meetbng) for ten months of the year which are open to mernbers and to any attenders who seek permlssion to attend. Two socials are held each year to help build and maintain our worshipplng community and these are open to all assoclated with our Meetlngs. We maxSmlse welcome and attendance through advertlslng and supporting people financlally where that Is helpful. Quakers from this Area Meeting attend other Quaker Meetlngs both vlrtually and In person for fellowshlp and educatlon to strengthen our meetlng and others. Once month we hold a Children's Meeting for those people who are too young to beneffit from largely silent worship, this has encouraged families inlo worshlp. We have held both Meetings for Worshlp for Marriage and for Remembrance, these are both spiritually enrlching for our own community and have been a wonderful way to have a meeting in which there are many non-Quaker attenders who experience our way of worshlp and see our values In action. readln ua inter retln nd devel In the th Socie Thls last year we have been developing a website and withln that informatlon on Quakerlsm, link5 to wider messages and information on Quakerism and links to our national resources to make known our openness to all. We have also attended Quaker gatherlngs; Britaln Yearly Meetlng, Quaker Llfe Representative Council, Northern Frlends Peace Board, public Reglonal Gatherings of Quakers for education on peace, freedom, imprisonment and equality. These are also for community buildlng and to further understanding of our belief5 and our work In the world, Discussion groups, open to all, have been held regularly in one location and online and periodlcally Sn three locations to help interpret and develop Quaker thought and beliets. These have been Snformatlve, and well attended. New attenders have joined Meetings as a result in some part of the network of Meetlngs In Ihls country and abroad. Clitheroe Meeting House was open for publlc acce55 during the Clitheroe Food Festlval to provlde a restful space and facllltles for Indivlduals and familles. Crawshawbooth held an open day combined with our Area Meeting social in August which as very well attended. We have welcomed several school groups who have been told aboul Quakerisrn as part of a specifically Quaker education or as part of a school religious education event. Youth groups have also been welcomed an introcluced to Quakerlsm. Local Meetings have been part of wlder ecumenical and Christians Together groups to support wider religious experience, understanding and tolerance. Marsden Friends participated in Interfaith Week- one Member joined other falth groups In a local Secondary School, and presented sessions about The Society of Frlends to different year groups.
Pendle Hlll Area Meetlng Report of the Trustees for the year ended 31st December 2023 Marsden Friends have beell instrumental in joining with Building Bridges Pendle IBBPI to hold a 'talking lounge, on the topic of prayer & spirituality for the local community, 'Soul Food, Joining wlth Clitheroe Friends, another collaborative event with BBP was held, that allowed resldents a chance to find out about the strong local connection between Pendle Hill, George Fox, and the earliest days of the Society. Marden Friends have collaborated with Building Bridges Burnley to offer session5 in a local primary school, teaching aboLSt Christianity, as part of the national currlculum, presentlng sessions to four different year groups. Develo in uaker m house es from w htoca ourw Int Use by the local communities close to our Meeting propertles. We have contlnued to practice good stewardshlp to malntaln our premises to a hlgh standard that demonstrates a warm welcome to the public. We are completing the process of developlng equal access facilities at Crawshawbooth, our oldest Meetlng House, and are rebuildlng the boundary wall at Marsden. Each Meeting House has Its own programme of works and maintenance which Is budgeted for by the local meeting and overseen by trustees for high expendlture. Other Meetlng Houses have welcomed in community groups including those dolng yoga, having coffee mornings for refugees, welcomlng refugees for Friend5hlp, promoting envlronrnental action, chlldren's groups, Buddhlst groupi alternative health and mindfulness. PUBLIC BENEFIT STATEMENT Trustees confirm that they have referred to the guidance contained in the Charlty Commlsslon's general guidance on Public Benefit when reviewing the charity's alms and objectSves, and In plannlng its future activities, which is an annual process. Many examples of such public benefit have been descrlbed earller In thls report, SAFEGUARDING With support for Britain Yearly Meeting and 31'.8, Pendle Hill Area Meeting has a new Safeguardlng pollcy and procedure to ensure appropriate care or of children and vulnerable adults. The pollcy Includes provision for the safeguarding training of a number of role holders to varlous levels depending on the exart role in the Area Meeting. We now have a safeguarding Trustee and a Deputy Safeguardin8 Trustee. FINANCIAL REVIEW The principal funding sources for the Area Meeting remain donations from Member5 and attenders and income from letting rooms or 'wardens' cottages, at the various Meeting Houses. For the year ending 31st December 2023, taklng Area Meetlng's own general funds and the consolidated accounts for the deslgnated funds held by our six constituent Local Meetings, our total income was £100,014 compared to the prevlous year of £189,458 due to a bu51dlng project appeal at Crawshawbooth to Improve publlc access, especially disabled access. Against thls, our total expenditure decreased to £ 178, 889 compared to £201,438 in the prevlous year also due to the ongoing buildlng project. Investment income continues to be low, reflectlng the i nterest rates currently available. Reserves Pollcy
Pendle Hlll Area Meetlng Report of the Trustees for the year ended 31st December 2023 Local Meetings will hold only the equivalent of one year's expendlture as a local reserve. In addltSon, a Local Meeting may hold any funds glven to it speclflcally for use by that Meetlng. However, such funds should be used before the Local Meeting requests any funding from the Area Meetlng Reserves. The Area Meeting Reserves Fund is managed by the Area Meetlng to mlnlmise eroslon by inflatlon whilst maintalning avallability for urgent requirements. The Trustees will adminlster the allocation of money from the Reserve Fund in a prompt and fair way. Funds In def Iclt None. RISK MANAGEMENT The Area Meetlng employs Peninsula 8usiness Services Limited as consultants for health and safetyi and human resources. Peninsula has provided risk management systems for each of the Local Meetings, gives advice as requid, and visits each Local Meetino annually to ensure that guidelines are belng followed. Where appropriate, Local Meetlngs have implemented policles for safeguarding chlldren and vulnerable adults. The Trustees have also overseen the way each Meetlng House is belng managed by regular visits and by strongly encouraglng each of the Local Meetings to provide at least one Trustee. PLANS FOR THE FUTURE Regular monitoring by the Clerking Team, Treasurers and the Trustees has helped to ensure that the Area Meeting continues to function effectively and Meet its charitable objectives. Unfortunatelyi It is still provlng to be dlfficult to find people to take on e5sentlal roles wlthln the Area Meetlng and Local Meetlngs. The long-term viabllity of some of our Meetings in terms of the number of people attending remains a concern to the Trustees. However, the reglonal Quaker Local Development Worker has helped several Local Meetings tackle problems that have been hlnderlng thelr development. Trustees wlll continue to review and update Area Meeting policies In the light of new leglslation and guldelines. We are concerned about the financial implications of maintaining five Meeting Houses and plan to revlew this in 2024. Statement of responslblllties of the Trustees The Trustees are re5por151ble for preparlng the Trustees, Annual Report and the Flnanclal Statement5 in accordance wlth The Charities Art 2011. Approved by the Area Meetlng on September 7, 2024 and 51gned on behalf of the Trustees by,. hkwk Wendy Hampton, Trustee
Pendle Hlll Area Meetlng Independent Examiner's Report to the Trustees for the year ended 31st December 2023 I report to the charity tru5tee5 on my examination of the accounts of the above charlty for the year ended 31st December 2023. Responslblllties and basls of report As the charity trustees, you are responslble for the preparation of the accounts in accordance wlth the Charitles Act 2011 ("the Act"). I report in respect of my examination of the Trust'5 accounts carried out under sertion 145 of the 2011 Act and in carrying out my examinatlon, I have followed all the appllcable Dlrectlons glven by the Charity Commission under section 145{5)(b) of the Act. Independent examlner's statement I have completed my examinatlon. I confirm that no matters have come to my attentlon In connectlon with the examination gSvlng me cause to belleve that In any material respect: accountlng records were not kept in respect or the company as required by section 130 of the Charitles Act 20 1 I; or the accounts do not accord with those records. or the accounts dld not comply wlth the appllcable requlrements concernlng the form and content of accounts set out in the Charities (Accounts and Reports) Regulatlons 2008 other than any requirement that the accounts give a 'true and fair, vlew which is not a matter considered as part of an independent examinatiors. 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. ,] E- David Evans FCA Independent Examiner Mernber of the Instltute of Chartered Accountants In England and Wales Date.. September 11, 2024 David H Evans Ltd Unlt 27b Mltton Road Business Park, Mitton Road, Whalley, Clltheroe, BB& 9YE
Pendle HS11 Area Meeting Statement of Flnancial Activities (Including Income and Expenditure account) for the year ended 31st December 2023 Unrestrlcted General ':Deslgnatedr Fund Funds 2022 Recelpts: Voluntary Income Income from actlvities to generate funds I ' Investment income .,Grant income Other income Movement on Glenthorne account Total recelpts 32,273 , 52,5001 2,495 , 32,273 52,500 3,218 122,827 41,194 814 2,250 26,654 14,2811 189,458 1 723 10,000 2,023 2,023 10,723 89,291 IIJO,014 , Payments.. Costs of ge neratin8 funds ' Costs of Quaker activities ' Donations to other Quaker bodies Donations to non Quaker bodie5 Governance costs and professlonal fees Repairs and maintenance Stable project ITotal payments 377 ', 60,208 377 48,168 2,584 1,080 80,559 2,584 8,508, 80,559 1 19,716 | 178,889 7,428 3,018 1 44,996 14,365 1 164,524 201,438 '.Net recelpts Ipayment51 forthe year 13,6421 175,2331 {78,8751', {11,9801 ,Transfers from Deslgnated Funds 15,4801 ,Net Movement In funds 180.7131 178,8751 {11,9801 '.Bankand cash balances at start of the year 38,230 231,854 i 270.0841 Bank and cash balance5 at end of the year 40,068 151, 141 191,209 '. Al l of the charlty's operations are classed as continuing.
Pendle Hill Area Meetlng statement of Assets and Liabilities as at 31st December 2023 Notes 2022 2021 Bank and cash balances 195,9261 270,084 ,, Debtors: Tax reclaim due Otherdebts due to charlty 916, 4071 6,155 6,562 Fixed asset investments 29,022 '.Buildings and contents 3,700,763. ' 3,700,7631 Creditors 116,50311 11,0441 .The Fixed Asset Invements is held by Bolton Quakermeeting in CAF Ethlcal Plus Fund, ' managed by F&C Fund Management Limited. .Approved by the Trustees on 2024 and slgned on behalf of the Trustees by: io
Pendle Hlll Area Meetlng Notes to the accounts for the year ending 31st December 2023 l Accountlng pollcles Basls of preparatlon The financial statements have been prepared on the basis of hlstorical cost (except where otherwlse Indlcated} in accordance with the charity's governlng document, Accountlng and Reportlng by Charltles: statement of Recommended Practlce (SORP 2005) The accounting statements are prepared in Sterlingi which Is the functlonal currency of the charity. Monetary amounts in these financial statements are rounded to the nearest £1. The princlpal accountlng policies adopted are set out below. 2. Land, bulldlngs and contents The properties owned by Pendle Hill Area Meeting comprise of Meetlng Houses and warden's accommodation whlch are held for the furtherance of the Area Meeting's charltable objects. Wlth the exception of the Clltheroe Meeting House which Is stated at cost, the other Meeting Houses are shown at their current Insured values as the orlglnal costs of the bulldlngs are not known. 8ulldlngs Contents., Total Bolton Quakermeeting 50 Si Iverwel I Street, Bolton, BLI IPP 1,430,cwj Marsden Quaker Meeting 21 Walverden Road. Brierfleld, Nelson. BB90PJ 435,ocoI ""Crawshawbooth Quaker 13 Co-operation Street, Crawshawbooth, 660,(XK),' Meeting ' Rossendale, BB4 8AG , Blackburn Quaker Meeting Friend5 Meeting House, Paradise lane, Blackburn, BB2 ILY Clitheroe Quaker Meeting Eastham House, New Market street. Clitheroe, BB7 2JW 66, 15011,496:150 16,538 451,538 11,025, 671,025 22,050 422,050 555.OQY)j 105,000, 660,OCQ 3,480,(KM)', 220,76313,700,763 3 Debtors 2023 2022 ', Glenthorne recei pts ', Ref und due in respect of V AT charged on the Stable project Icrawshawboothl 1,874 13,0731 1,874 3 Credltors ,Glenthorne receipts in advance ', Loan from BYM (Britain Yearly Meeting) ', Bookkeeping IBolton Meeting) .Accountancy 11,9xJI 5EDI 01 16,503 5 Trustees, expenses No expenses were paSd to trustees during the year. li
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