The Trustees of the Unitarian Meeting House Framlingham, Suffolk
Annual Report for the year ended 30 September 2022
The Trustees submit their Annual Report on the affairs of the charity together with the financial statement for the year ended 30 September 2022.
Principal Activity
The principal activity of the Trust in the year under review was the discharge of the duties of Trustees of the trusts for which they are responsible.
The Trustees
The Managing Trustees shall consist, when complete, of a body of eight persons of the Unitarian persuasion.
Trustees serving during the year were as follows:
Mr Bruce Chilton 22 Marston Lane Norwich Norfolk NR4 6LZ Appointed 15 June 2003
Mr Ewout Van-Manen Flat 1, 2/4 High Street Saxmundham Suffolk IP17 1DD Appointed 30 March 2020
Eddie Thompson 143 High Street Harrold Bedford MK43 7ED Resigned September 2022
Mr John McEwan 22 Double Street Framlingham IP13 9BN Appointed September 2007
Mr David Owen 5 Albert Place Framlingham IP13 9DX Appointed June 2011
Mr Martin Croucher Trinity Cottage Bridge Street Rendham Suffolk IP17 2AZ Appointed October 2013
Mrs Persephone Booth The Timbers Church Road Kettleburgh Suffolk IP13 7LE Appointed October 2013
Mrs Suzanne Jane Vyvyan Bartlett 3 Victoria Mill Road Framlingham Woodbridge Suffolk Appointed 30[th] March 2020
Dr Chris Wright 7 Lanyard Place Woodbridge Suffolk IP21 1FE Appointed March 2022
Custodial Trustee
British and Foreign Unitarian Association Inc Charity Number 255205 Essex Hall 1-6 Essex Street London WC2R 3HY
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Professional Advisors Bank Accountant Solicitors Barclays Bank PLC Persephone Booth John Pulham Liz Gifford Princess Street The Timbers Pulham & Co Charles Russell Speechlys Ipswich Church Road 11 Market Place 5 Fleet Place Suffolk Kettleburgh Saxmundham London Suffolk Suffolk EC4M 7RD IP13 7LE Resigned Nov 2022 Appointed Nov 2022
Financial Advisors
Kevin Froggott DipPFS Lucos Feties Finonciol Plonning 3-4 Willow Form Allwood Green Rickingholl Diss Norfolk IP22 ILQ
This has been a year of many changes, starting with the retirement of Angela Hatt, our long-standing Secretary and Trust Administrator. She has provided invaluable support to the Trust over the last 10 years and her commitment to the Trust during this time has been invaluable. It was decided after a three month trial to divide Angela’s previous role into two. Carly Holland took over as Trust Administrator and Lizzie Kingston Harrison became Venue Manager, overseeing the lettings at the Meeting House. At the same time, Suzanne Bartlett was appointed Chair, replacing Bruce Chilton who had taken over from Martin Gienke when he retired in 2019. Christine Wright was co-opted as a trustee in March 2022 and Eddie Thomson retired as a trustee in September 2022.
Covid continued to have an impact on both services and lettings, resulting in a lack of income during this time. The combination of Zoom along with in-person services, once they resumed in February, suited community needs well at this transitional time, involving people from further afield in addition to our local community. New initiatives during the year included the launch of a monthly Tea and Readings gathering on the fourth Sunday of the month, where children have been welcome. The Inside Outside project, set up initially to make the Meeting House a more welcoming space, began with the introduction of indoor plants.
Having a dedicated venue manager has made a real difference to the Meeting House lettings. An online booking system has been introduced, making the process more efficient and professional, resulting in the venue being a sought after space for both Framlingham groups and those in the wider community. This has included providing the venue as a practice room for local musicians at minimal cost.
Café Connect was very much missed by the regular attendees during lockdown but once open again in early 2022 it continued to flourish on a weekly basis with the sterling aid of 6 volunteers and a dedicated baker. Making use of the gazebo in front of the Meeting House during the warmer months was a big draw. It was most welcoming to have everyone sitting outside and this encouraged people in, both locals and visitors to the town. £852 was raised for the Unitarian Charity Send a Child to Hucklow from Café Connect during the year. Several friendships have been made from the social interaction encouraged during these sessions.
Meeting House volunteers also arranged an outdoor concert in the spring with several local acts. This again attracted passing visitors as well as regulars to the Meeting House to enjoy the music and contribute towards the collection. This amounted to £600 which was sent to DEC for the Ukrainian Appeal.
Signed Date 16[th] January 2023
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FRAMLINGHAM UNITARIAN TRUST UNITARIAN CHAPEL TRUST PROPERTY KNOWN AS'FRAMLINGHAM UNITARIAN TRUST" Charity No: 262249 Treasurer: Mrs Persephone C Booth, ATT(Fellow) The Timbers, Church Road Kettleburgh Nr Woodbridge Suffolk IP13 7LE Secretsry & Contact: Mrs Carly Holland 4 Smiths Close Worlingworth Nr Woodbridge Suffolk IP13 7JG Accounts for year ending 30th September 2022 1. Independent Examiner's Report 2. Statement of Financial Activities 3. Balance Sheet 4. Notes to the accounts Prwred by Persophone C Booth, A TT(Fellow) The Timb&rs, Church Road, Kettleburgh, Nr Woodbrldge, Suffolk IP13 7LE Tel.. 01728-724421 email.. persephone.booth@gmail.eom
FRAMLINGHAM UNITARIAP4 TRUST Indepcndent Examiner's Report to the Trustees of Framlingham Unitarian Trust I r¢port on the accounts of the Charity for the year ended 30, September 2022 wliich are set out on pages 2 to 5. Respeetive responsibilities of the trustees and examiner As the chai'ity's trustees, you lire I'esponsible for the pi'eparation of accounls. The charily'5 trustees considei. Ihat an audit is not I'equired for this year undei. section 43 (2) of the Charilies Act 1993 {the 1993 Aet) and ihat an independent examination is needed. It is my responsibilily to.. examine il)e accounts undei. section 43 of the 1993 Act. to follow the procedui'e laid down in th¢ geiieral Direction5 given by the Charity Cominission under s¢ction 43(7)(b) of the 1993 Act. and to slate whether particular matters have Come to my attention. Basis of Indep¢ndent Examiner's Report My examinatioi) was carried out in accoi'dance with the CJeneral Directions given by the Chai'ity Commission. An examination include8 a review of the accounliiigJ recoi'ds kept by the charity and a comparison of the accounts pre5ent¢d with those record5. It also includes consid¢i'ation of any unusual items or disclosures in the accounts, and seeking explanations from you as trustees concerning such matters. Tl)e procedures undertaken do not provide all the evidence thal would be r¢quired in an audil and con5¢qu¢ntly no opinion is given as to whether the accounts present a 'true and fair view, and the report is limited to those matters set out in the statement below. Independent Examiner's Statement In connection with my examination, no mattel. has come to my attention l ) which gives me reasonable cause to believe ihat in any material respect the requii'emenls.. to keep accounting records in accordance with Section 41 of the 1993 Act; and to prepai'e accounts which accord with the accounting records and comply with the accoiinting requirements of the 1993 Act have not been met; or 2) lo which, in my opinion, attention should be drawn in order to enable a proper underslanding of the accounts to be reached. Miss Rachel Pai'ker 2 Park Coi'iier Tuddeiiliam St Martin Nr Ipswich Suffolk IP6 9DE Pag¢ I
FRAMLINGHAM UNITARIAN TRUST STATEMENT OF FINANCIAL ACTIVITIES For the year ending 30th September 2022 Notes 2022 2021 INCOMING RESOURCES Unrestricted Restricted Totals Unrestricted Restricted Totals Income from investments Finn investment dividends COIF interest Hire DonalionslGranlslFees Congregation monies Special collectionlcafé Connect Bury St Edmunds contribution Rent - 15 Bridge Sl (from Bury) TOTAL INCOMING RESOURCES 38,598 231 3,418 39 -1,000 38,598 231 3,418 39 748 1.452 20,500 32,253 32,253 995 315 -1,000 995 315 769 212 20,500 1,748 1,452 20,500 3,000 20.700 1,769 212 20,500 3,0001 19,481 3,000 44.286 3,000 35,568 64.986 SS,049 RESOURCES EXPENDED Insurance Wages Repairs and Maintenance Organ & piano repairs Accounting Professional fees Travel expenses 1,432 5.724 4,479 269 2.362 1,119 1,432 5,724 4,479 269 2,362 1,119 1,392 4,136 2,988 340 1,858 1.392 4,136 2,988 340 1,858 127 1,863 2,050 127 1,863 2,050 33,282 3.803 741 999 53.579 1,888 1,471 1,888 1,471 34,623 1,372 1,385 2.644 58,768 MisceSlaneous expenses Ministry expenses Rental Property expenses Charitable donslcafé Connect Congregation Expenses TOTAL RESOURCES EXPENDED 34,623 33,282 1,372 3,803 1,385 2,644 38,652 741 999 35,022 20,116 18.557 NET INCOMING RESOURCES 24.170 117,9521 6.218 17,011 115.541} 1.470 GainsllLossl on investments Change in valuation of 15 Bridge St 1134,1221 0 {134,122} 194,205 0 194,205 NET MOVEMENT IN FUNDS 109,952} 117,9521 {127,9041 211.216 116,5411 195,675 Balances brought forward 1 October 2021 Transfer Trustees aclmin ac Adjust pty balances 30 September 2022 Clf 1,673,091 117,5001 7.849 1.580,940 17,500 1,379,375 117,5001 5,890 1,385,266 17,500 1,445,639 7,397 1.453,036 1.573.091 7,849 1,580,940 General fund Congregation Funds Ministry Funds Special collection Balances carried forward 30 September 2021 Clf 1,445,639 1,573,091 570 6.760 67 1.466 6,383 1,44S,639 7,397 1,453.036 1,S73,091 7,849 1,SBO,940 28.11.22 Pagg 2
FRAMLINGHAM UNITARIAN TRUST BALANCE SHEET AS AT 30TH SEPTEMBER 2022 Notes Fixed Assets Freehold Property Fixtures and Fittings Investments 2022 250,000 12,201 1,105,737 1,367.938 2021 250,000 12,201 1,239,858 1,502,059 Current Assets DeblorsllPrepaymenl} CBF Deposi18 Barclays Cu ac Barclays Ministry Ac 16,476) 39,262 41,162 14,325 88,273 15,3801 39,030 36,960 13,104 83.714 Current Liabilitie Creditors -3,175 4,833 Net Current Assets 85,098 78,881 Total Net A$$ets 1,453.036 1.580,940 Represented by: Funds Unreslricled Restricted 1,445,639 7,397 1,453,036 1,573,091 7,849 1,580,940 Approved by the Trustees on Signed on their behalf Persephone C Booth, ATT{Fellowl Treasurer Suzanne Bartlett Chairman 28.11.22 Page 3
FRAMLINGHAM UNITARIAN TRUST NOTES TO THE FINANCIAL STATEMENTS For the year gnding 30th Septembor 2022 ACCOUNTING POLICIES The financial slalemenls have been prepared under the historical cost convention, except that investment assets are carried al market value, in accordance with the Charities Act Statement of Recommended Practice - Accounling and Reporting by Charities ISORP 20051. FUNDS Unfeslricled funds are available for use al the discretion of the trustees in furtherance of the general objectives of the charity. Restricted funds are subjected to restficlions on their expenditure imposed by the donor or through the terms of the appeal. INCOMING RESOURCES All incoming resources are included in the slalemenl of financial activities when the charity is enlilled lo the income and the amount can be quanlified with reasonable aGGura¢y. The following specific policies are applied to particular categories of income. Voluntary income received by way of grants, donations and gifts is included in full in the Slalemenl of Financial Activities when receivable. Investment income is included when receivable. RESOURCES EXPENDED Expenditure is recognised on an accrual basis as a liability is incurred. Expenditure includes any VAT which cannot be fully recovered. and is reported as part of the expenditure to which il relates. NOTE 1 Fixed Asset8 Unreslriclei?eslricle( Total Funds Funds 2022 Unreslricle(leslriclei Funds Funds Total 2021 Freehold Property Meeting House Mill Yard Collage {15 Bridge Street) 50,000 200,000 250,000 50.000 200,000 250,000 50,000 200,000 250,000 50,000 200,000 250.000 Fixtures and Flttings Organ Piano Clo¢k 11,000 981 220 12,201 11,000 981 220 12,201 11,000 981 220 12,201 11,000 981 220 12,201 Investments J M Finn investments Total 0 1,239,858 0 1,239,858 1,105,737 1, 105,737 0 1,105,737 0 1,105,737 1.239.858 1,239,858 Investments held as fixed assets are revalued al market value at the balance sheet date and the gain or loss taken lo the Slalemenl of Financial Aclivilies. All investments are now held by J M Finn Investment Managers. Page 4 PTO
Investments contlnued 2022 2021 Market valLJe al 1 October 2021 Increase in value Cash inve51menls in year Decrease in value Value at 30 September 2022 1,239,858 1,045,654 194,204 -134,121 1,105,737 1,239,858 NOTE 2 Liabllltle8 Amounts falling due in one year Accounting FUT Accounting Min ac Miscellaneous Ministry expense 2022 2021 812 238 1798 327 3175 250 221 4362 4833 NOTE 3 Congregation Monles Opening balance Add Collections & donations membership fees donation from MH Trustees 1.10.21 1,466 391 357 1,000 3,214 696 517 252 1,000 2,465 Less Congregation expenses Admin costs Sundry expenses GA Quota Ministers service fees Organ playing 544 89 350 50 1,700 350 560 2,644 570 Closing Balance of Congregation fund< 30.9.22 999} 1.466 NOTE 4 Ministry Account A new minister was appointed, and started work on Isl October 2014. The annual costs are to be paid for 50D/o by Framlingham and 500k by Bury Sl Edmunds. Opening balance of Minislry funds 1.10.21 6383 Fram contribution 20500 8SE contribution 17500 BSE contri lo rent 3000 Less Ministry expenses for year 134,6231 Less rent 6,000 Balance of fund al 30.9.22 6760 4665 20500 17500 3000 133,2821 16,000 6383 The fund balance as shown above drffers from the bank b21ance due lo liming issues of Iransfeis between Min ac and Trustees ac. NOTE S Special collectlon Bal blf Income- Café Connect Income - Ukraine fund raiser Paid out Balance 529 85 852 600 11.3851 67 614 Total restricted funds 7397 7849 Page S
FRAMLINGHAM UNITARIAN TRUST UNITARIAN CHAPEL TRUST PROPERTY KNOWN AS'FRAMLINGHAM UNITARIAN TRUST" Charity No: 262249 Treasurer: Mrs Persephone C Booth, ATT(Fellow) The Timbers, Church Road Kettleburgh Nr Woodbridge Suffolk IP13 7LE Secretsry & Contact: Mrs Carly Holland 4 Smiths Close Worlingworth Nr Woodbridge Suffolk IP13 7JG Accounts for year ending 30th September 2022 1. Independent Examiner's Report 2. Statement of Financial Activities 3. Balance Sheet 4. Notes to the accounts Prwred by Persophone C Booth, A TT(Fellow) The Timb&rs, Church Road, Kettleburgh, Nr Woodbrldge, Suffolk IP13 7LE Tel.. 01728-724421 email.. persephone.booth@gmail.eom
FRAMLINGHAM UNITARIAP4 TRUST Indepcndent Examiner's Report to the Trustees of Framlingham Unitarian Trust I r¢port on the accounts of the Charity for the year ended 30, September 2022 wliich are set out on pages 2 to 5. Respeetive responsibilities of the trustees and examiner As the chai'ity's trustees, you lire I'esponsible for the pi'eparation of accounls. The charily'5 trustees considei. Ihat an audit is not I'equired for this year undei. section 43 (2) of the Charilies Act 1993 {the 1993 Aet) and ihat an independent examination is needed. It is my responsibilily to.. examine il)e accounts undei. section 43 of the 1993 Act. to follow the procedui'e laid down in th¢ geiieral Direction5 given by the Charity Cominission under s¢ction 43(7)(b) of the 1993 Act. and to slate whether particular matters have Come to my attention. Basis of Indep¢ndent Examiner's Report My examinatioi) was carried out in accoi'dance with the CJeneral Directions given by the Chai'ity Commission. An examination include8 a review of the accounliiigJ recoi'ds kept by the charity and a comparison of the accounts pre5ent¢d with those record5. It also includes consid¢i'ation of any unusual items or disclosures in the accounts, and seeking explanations from you as trustees concerning such matters. Tl)e procedures undertaken do not provide all the evidence thal would be r¢quired in an audil and con5¢qu¢ntly no opinion is given as to whether the accounts present a 'true and fair view, and the report is limited to those matters set out in the statement below. Independent Examiner's Statement In connection with my examination, no mattel. has come to my attention l ) which gives me reasonable cause to believe ihat in any material respect the requii'emenls.. to keep accounting records in accordance with Section 41 of the 1993 Act; and to prepai'e accounts which accord with the accounting records and comply with the accoiinting requirements of the 1993 Act have not been met; or 2) lo which, in my opinion, attention should be drawn in order to enable a proper underslanding of the accounts to be reached. Miss Rachel Pai'ker 2 Park Coi'iier Tuddeiiliam St Martin Nr Ipswich Suffolk IP6 9DE Pag¢ I
FRAMLINGHAM UNITARIAN TRUST STATEMENT OF FINANCIAL ACTIVITIES For the year ending 30th September 2022 Notes 2022 2021 INCOMING RESOURCES Unrestricted Restricted Totals Unrestricted Restricted Totals Income from investments Finn investment dividends COIF interest Hire DonalionslGranlslFees Congregation monies Special collectionlcafé Connect Bury St Edmunds contribution Rent - 15 Bridge Sl (from Bury) TOTAL INCOMING RESOURCES 38,598 231 3,418 39 -1,000 38,598 231 3,418 39 748 1.452 20,500 32,253 32,253 995 315 -1,000 995 315 769 212 20,500 1,748 1,452 20,500 3,000 20.700 1,769 212 20,500 3,0001 19,481 3,000 44.286 3,000 35,568 64.986 SS,049 RESOURCES EXPENDED Insurance Wages Repairs and Maintenance Organ & piano repairs Accounting Professional fees Travel expenses 1,432 5.724 4,479 269 2.362 1,119 1,432 5,724 4,479 269 2,362 1,119 1,392 4,136 2,988 340 1,858 1.392 4,136 2,988 340 1,858 127 1,863 2,050 127 1,863 2,050 33,282 3.803 741 999 53.579 1,888 1,471 1,888 1,471 34,623 1,372 1,385 2.644 58,768 MisceSlaneous expenses Ministry expenses Rental Property expenses Charitable donslcafé Connect Congregation Expenses TOTAL RESOURCES EXPENDED 34,623 33,282 1,372 3,803 1,385 2,644 38,652 741 999 35,022 20,116 18.557 NET INCOMING RESOURCES 24.170 117,9521 6.218 17,011 115.541} 1.470 GainsllLossl on investments Change in valuation of 15 Bridge St 1134,1221 0 {134,122} 194,205 0 194,205 NET MOVEMENT IN FUNDS 109,952} 117,9521 {127,9041 211.216 116,5411 195,675 Balances brought forward 1 October 2021 Transfer Trustees aclmin ac Adjust pty balances 30 September 2022 Clf 1,673,091 117,5001 7.849 1.580,940 17,500 1,379,375 117,5001 5,890 1,385,266 17,500 1,445,639 7,397 1.453,036 1.573.091 7,849 1,580,940 General fund Congregation Funds Ministry Funds Special collection Balances carried forward 30 September 2021 Clf 1,445,639 1,573,091 570 6.760 67 1.466 6,383 1,44S,639 7,397 1,453.036 1,S73,091 7,849 1,SBO,940 28.11.22 Pagg 2
FRAMLINGHAM UNITARIAN TRUST BALANCE SHEET AS AT 30TH SEPTEMBER 2022 Notes Fixed Assets Freehold Property Fixtures and Fittings Investments 2022 250,000 12,201 1,105,737 1,367.938 2021 250,000 12,201 1,239,858 1,502,059 Current Assets DeblorsllPrepaymenl} CBF Deposi18 Barclays Cu ac Barclays Ministry Ac 16,476) 39,262 41,162 14,325 88,273 15,3801 39,030 36,960 13,104 83.714 Current Liabilitie Creditors -3,175 4,833 Net Current Assets 85,098 78,881 Total Net A$$ets 1,453.036 1.580,940 Represented by: Funds Unreslricled Restricted 1,445,639 7,397 1,453,036 1,573,091 7,849 1,580,940 Approved by the Trustees on Signed on their behalf Persephone C Booth, ATT{Fellowl Treasurer Suzanne Bartlett Chairman 28.11.22 Page 3
FRAMLINGHAM UNITARIAN TRUST NOTES TO THE FINANCIAL STATEMENTS For the year gnding 30th Septembor 2022 ACCOUNTING POLICIES The financial slalemenls have been prepared under the historical cost convention, except that investment assets are carried al market value, in accordance with the Charities Act Statement of Recommended Practice - Accounling and Reporting by Charities ISORP 20051. FUNDS Unfeslricled funds are available for use al the discretion of the trustees in furtherance of the general objectives of the charity. Restricted funds are subjected to restficlions on their expenditure imposed by the donor or through the terms of the appeal. INCOMING RESOURCES All incoming resources are included in the slalemenl of financial activities when the charity is enlilled lo the income and the amount can be quanlified with reasonable aGGura¢y. The following specific policies are applied to particular categories of income. Voluntary income received by way of grants, donations and gifts is included in full in the Slalemenl of Financial Activities when receivable. Investment income is included when receivable. RESOURCES EXPENDED Expenditure is recognised on an accrual basis as a liability is incurred. Expenditure includes any VAT which cannot be fully recovered. and is reported as part of the expenditure to which il relates. NOTE 1 Fixed Asset8 Unreslriclei?eslricle( Total Funds Funds 2022 Unreslricle(leslriclei Funds Funds Total 2021 Freehold Property Meeting House Mill Yard Collage {15 Bridge Street) 50,000 200,000 250,000 50.000 200,000 250,000 50,000 200,000 250,000 50,000 200,000 250.000 Fixtures and Flttings Organ Piano Clo¢k 11,000 981 220 12,201 11,000 981 220 12,201 11,000 981 220 12,201 11,000 981 220 12,201 Investments J M Finn investments Total 0 1,239,858 0 1,239,858 1,105,737 1, 105,737 0 1,105,737 0 1,105,737 1.239.858 1,239,858 Investments held as fixed assets are revalued al market value at the balance sheet date and the gain or loss taken lo the Slalemenl of Financial Aclivilies. All investments are now held by J M Finn Investment Managers. Page 4 PTO
Investments contlnued 2022 2021 Market valLJe al 1 October 2021 Increase in value Cash inve51menls in year Decrease in value Value at 30 September 2022 1,239,858 1,045,654 194,204 -134,121 1,105,737 1,239,858 NOTE 2 Liabllltle8 Amounts falling due in one year Accounting FUT Accounting Min ac Miscellaneous Ministry expense 2022 2021 812 238 1798 327 3175 250 221 4362 4833 NOTE 3 Congregation Monles Opening balance Add Collections & donations membership fees donation from MH Trustees 1.10.21 1,466 391 357 1,000 3,214 696 517 252 1,000 2,465 Less Congregation expenses Admin costs Sundry expenses GA Quota Ministers service fees Organ playing 544 89 350 50 1,700 350 560 2,644 570 Closing Balance of Congregation fund< 30.9.22 999} 1.466 NOTE 4 Ministry Account A new minister was appointed, and started work on Isl October 2014. The annual costs are to be paid for 50D/o by Framlingham and 500k by Bury Sl Edmunds. Opening balance of Minislry funds 1.10.21 6383 Fram contribution 20500 8SE contribution 17500 BSE contri lo rent 3000 Less Ministry expenses for year 134,6231 Less rent 6,000 Balance of fund al 30.9.22 6760 4665 20500 17500 3000 133,2821 16,000 6383 The fund balance as shown above drffers from the bank b21ance due lo liming issues of Iransfeis between Min ac and Trustees ac. NOTE S Special collectlon Bal blf Income- Café Connect Income - Ukraine fund raiser Paid out Balance 529 85 852 600 11.3851 67 614 Total restricted funds 7397 7849 Page S