## Framlingham Unitarian Trust Unitarian Chapel Trust Property Known as "Framlingham Unitarian Trust" Charity No. 262249 Accounts for the year ending 30th September 2023 ## Framlingham Unitarian Trust Contents ||Page| |---|---| |Trust Information|3| |Statement of Financial Activities|4| |Balance Sheet|5| |Notes to the Financial Statements 4|6-7| |Independent Examiner's Report|8| Framlingham Unitarian Trust Trust Information TREASURER: Robert Eric Booth The Timbers Church Road Kettleburgh Nr Woodbridge Suffolk IP13 7LE SECRETARY & CONTACT: Mrs Carly Holland 4 Smiths Close Worlingworth Nr Woodbridge Suffolk IP13 7JG CHARITY NUMBER: 262249 ACCOUNTANTS: Robina Wilkes FIAB RWAS 62 Quilter Road Felixstowe Suffolk IP11 7JL Unitarian Trust 3 **|** Page FramlTrn8ham Unfjlarfan TNst Statement d Financial ktiw¢ie5 For the year endlNa 3fAh September 2023 37.916 37.926 1.525 3.783 1.305 551 C(YF¥rtw•s1 3￿18 39 c￿￿L￿oI6￿m5 IFEE5 39 1.740 1.4S2 l.L￿1 I￿52 offvrni¢vre B￿Stt￿Mu￿S Lontribulif•l Rthl. 15 Brl*StioEt [Fr￿ 20.W) 2U.5 I3.￿0) 47,039 20.112 44,286 10.7Lb) 61.916 Insul￿t 1.570 70 1.4 5.724 4.479 269 la62 L432 S.714 4N79 269 rS￿d Fthnorwrs 3,$83 Atcounh 3.210 1S.273 24 261 1,971 3M17 3230 152n 24 262 1971 3017 36M5 UtsllibES Mkn(oll•ittTrJS•v9W4ts 1.471 36h65 ]4.623 1.372 1,910 1,746 78,3b4 l.J85 lJ15 CDntrryaEloDew5e5 1.1 39.519 20.116 51,751 ¥r4111055l￿￿7w15trn￿15 57.42Y 10.( 115.rnD 57.419 20.((LI iis.cth) 1134.111 ILI•,1121 Iwwdoj O(tthl( lrnnsfor Im1￿ 4oJ• SPLfj91 S•N94Q 17.sc ombv2023 Clf 2S1 5J, 1.618.261 L6Z8.262 375 L445.139 1.445.139 570 7.260 67 S70 12¢0 67 kn5￿1￿￿5 *e(iai<¥ie( io 2U Framlingham Unitarian Trust Balance Sheet As at 30th September 2023 2023 2022 Flxed Asstts F￿h￿Id property F4Mture5 & fittings Inve5tmen15 385,IXX> 13,677 1,163,166 1.561.843 250,1))O 12.201 1,105,737 1.367,938 Debtors I (Prepayments) (BF depo￿15 8arclays Current account Petty cash accouTrt 8•rctsys Mlnistry xcount 16.4251 0,786 26,079 258 12,288 16.4761 39,262 41,162 14,325 72.986 88.273 Curr*nt Uabllltl•s Credliors 15761 13.1751 Net Cufftnt Assets 72,410 85.(rfJ8 T¢tsl Nrt•sxts L63425J IA53.036 Repre5eThted by: Fund5 Un￿$tr￿led Restricted 1,628,262 1.445.639 7.397 Ih3425J L453X136 Approved by the TNS1￿ on: Signed on ihelr behalf Rob oth Trea5uTer PefseplK*ne C Booth 51 p c￿lM)IN Framlln8ham Unitarfan Trust Notes to the Flnancial statements For Ihe year endln8 30th Septembef 2021 Thi fill￿1 stsrements t•m ryw•red undw thè thi￿r￿1 rM¢ ,oDJ 2ty).C 150,0 250.rAK) ILL¥Q Iij Piano Ckxk 120 1.4?6 220 1.476 220 22D IJA77 iJ*77 122Ql 12201 J M Finn lTr•eStmen I.L63.16B 1.167,166 1.105.737 1.109.3J? 1.163.166 1,163,1 l.lts.7#7 1,105,737 Irp4Wiff•Thts •5 fix•d 45Mts ￿ wwalued ￿ martel value •1 th¢ b•l•rKe Sh￿ date and the saiil or 1955 ip the Stsiemeffl ol Fina￿$èI •¢tyvib•S. *Jl th￿￿rnIM54refy)￿ held fy J M Fthfv Irv••5m•* 2023 2022 w*rfval￿e •tOi CrtobaT 2022 lft¢rtAs* in ¥•lu• C•5h In¥estments In ¥eaf r*cre•se irt ¥•lu* I.￿5.7J? 57.429 2J9J58 1134.J?J> V•lw at *swn*r2023 I.J6L166 1.105,737 Frnmlingh¥m Unltsrlan Trust Notes to the Flnandal Statements For the year endln8 30th September 2023 2023 2022 f•llw¥ dw In or* Y•r 45 23 A12 238 *urL4als FUI 170 327 576 Ownln8 bal¥*Ql Ociobef 2022 5nl L466 391 357 443 i.oc#) 3.214 2.121 Ct)P4reytlon expwoes mifth£osts 202 Sundry experoos GA quot rArnral As¥mt4¥ lthn15ter5 le￿￿e fee5 P**xhSn8 f• oryn plèvl 350 J9) 350 730 1,7C 12,644 570 Clos1￿￿￿Tr£e ofcorwewkn furth* 30 S•pi•mb•r IOIJ J75 The nw45torsurthd tybOJ Orlpbw 2014. Th• •Mu•l ￿￿•r•tO b* Pthld Frarniw*lthrn artd 50%ty Bury st Ethuftdk. b*arte of Ministry fvnd501 (*toL¥r 2022 Fram ￿￿trIb￿50Th SÉ cofiir*ArtID bse rwrt 7.16ri 20.500 17.50 6Jo3 21.th)0 17JOO 3.(NJO Mln15rry*wrws low y•¥ ia6.&65 16.(ml 5,595 J4,6231 16.WO) 726Q Clts*in8 b•l*rte ol luDd •130 Seoerntser 2023 hjnd b•l•f***¥ •bM+Sffqry from the bank tot#n** ltyjtsoftrèfvsf*r$btt*￿Tr Mln at Tru£t*s aL fil￿•$ lor 2022 ha¥è boen amerthd In 2023. to coryett •r4wor ol Fl•rn(wlb￿•on ￿ th• Ministry •c¢owrt. I,Q61 852 Incorn. L￿al￿ fund r#Mr 11.1081 11.]S51 17 Toi¥ rnrtrki•dlw•d5 7*97 FRAMLlTrqGHAfii IllilT,IRIAN TRIIST l￿dependellt Examiner'i Rvport to the Trusiees of Frarnlin%hnm l.nitarign 'fr￿5¢ I re￿rt on the 8CCLwnts ofihe Lhariiy for the }ear ended .10 Sepiember 2013 ￿,hICh are nut on pages I to S. Respectiye rtsponsihilitics of th¢ tru$t¢es and examiner .4.8 lh¢ ¥harili s Iriis1¢¢%. ar¢ re$r￿)￿%1￿1e lor IhL pfLpafdÈion Dr accnunis. The ihuril%' s Iru5f¢¢S LunsidLr thul ¥n duJiL 15 noi re4uired ftsr ihi¥ lear ijnd¢r 4¢kliiin 411?) ol-the ("harilies Act 1993 (the 199.1 Acii and ihai an independLnt eXkmiindti(Trn 1% needed_ li is mv responsibilitv io: t￿l￿¢ the a¢Louiits under seciion 43 of ihe 1993 Aci: tu folloi%' Ihe procedure laid dO￿n in th¢ ¥en¥Yal Dirn'Liions given by the Charitv Commission under S¢Ciion 4Jl7llbl ofihe 1993 Act: arid io siaie *h￿hL[ paniLiilar mailers hal'c rome io aiiLnttorts. Bg5is of Independent Ex4mlner'y Report li, Lxamin81ivn LdTYiLd out in accordance with the General Dir¢¢iii)n5 &iiv¢ll b). Ihe C harii!. Cominission. An exAminaiion in¢lud¢s a rcviem. of Ihe 4ccovntinL records k"LPt b%. rl)e charit!, and a Lvnpdrisun of th¢ aLL(TrUnL% presented slith Ihose rL*urds". It als InLliidcs u)nsidcratiDii of ullu%ual ii¢mfi or di￿105Ures in ihe a£Lo￿nIs, and s¢ekin¥ ¢xplana¢ion5 frori) Irusleeg ¥iini¢mingy suih mdttcrs. Th¢ pmc¢dures unden¥kLn do noi pro¥ ide all the LNidLllLe ihat %%ould be required in an k)udil and Ll)nicquenils no pini()n is ¥ii'cn tn i￿h¢Iher rh¢ accounis prL's¥ni a 'irue fair viem and ihe report 1% limited io tho5¢ maii¢rs s¢t oui in thc %lalLment helom". Indep¢nd¢ut F.Aamincr's Stgjlement Iii ¥Ollll¢¥tlLin %%iih m% Lxwnindiii)n. no matter ha5 Ql)m¢ 10 atknition I l MhiLh by1￿¢4 me reasonnble cause to ￿lIeve Ihai in An} materid resr*a ihe rcquiremenrs= lo ke￿ %couniin8 ￿CordS in accordance wilh Secrion 41 ol. thL 1993 Acl; and liTr prL'parc uccounl4 ￿.hICh accord with th¢ accouniing rtcords and coinpl}' I￿lih Ihe aLciiiiniing r¢4uir¢menis Lifih¢ l (193 Aci have nL)I been m¢i'. or -1 10 4%'1iich. til mi upinii)n. dltentit)n sh()uld he drnw'n in order 10 enJble ts pm undrThlundi￿￿ nf the accouTrt5 Itb bc reKhed. Mi55 Ruchcl Parker ? Park CTrrner Tuddenh￿ffl St Martin Nr IpywiLh Sullolk IP6 9DF. ## **The Trustees of the Unitarian Meeting House Framlingham, Suffolk** ## **Annual Report for the year ended 30 September 2023** The Trustees submit their Annual Report on the affairs of the charity together with the financial statement for the year ended 30 September 2023. ## **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:** Mrs Persephone Booth Mr Bruce Chilton The Timbers 22 Marston Lane Church Road Norwich Kettleburgh Norfolk Suffolk NR4 6LZ IP13 7LE Appointed 15 June 2003 Appointed October 2013 Mr John McEwan Mr Robert Eric Booth 22 Double Street The Timbers Framlingham Church Road IP13 9BN Kettleburgh Appointed September 2007 Suffolk IP13 7LE Appointed May 2023 Mr Martin Croucher Trinity Cottage Bridge Street Rendham Suffolk IP17 2AZ Appointed October 2013 ## **Custodial Trustee** British and Foreign Unitarian Association Inc Essex Hall 1-6 Essex Street London WC2R 3HY Charity Number 255205 9 **|** Page ## **Professional Advisors Bank** Barclays Bank ## **Accountant** Robina Wilkes FIAB RWAS 62 Quilter Road Felixstowe Suffolk IP11 7JL ## **Solicitors** Jackamans Solicitors Park House Mere Street DISS IP22 4JY ## **Financial Advisors** Kevin Froggatt DipPFS Lucas Fettes Financial Planning 3-4 Willow Form Allwood Green Rickinghall Diss Norfolk IP22 ILQ 10 **|** Page We started the year with significantly reduced numbers of Trustees, being 5 in all. Then Bruce Chilton was very ill and has not been able to attend any meetings. As long as we have four Trustees at a meeting, we form a quorum. The Trustees held three meetings and the AGM during the year. The investments are supervised by the Treasurer – with input from the Finance Committee – and our Independent Financial Adviser, Kevin Froggatt of Lucas Fettes. Our investments managers are J M Finn. We were pleased to welcome a new accountant, Robina Robinson, who takes care of the monthly bookkeeping, the payroll, and the end of year Financial Statements. She attended the Trustees meetings when she was available, and provided useful input. The Meeting House provides one in-person congregational service per month, and there are also two zoom meetings. There is a Café Connect social event every Tuesday morning, which draws people to the Meeting House, and also Meet Up Thursdays (which started out as Warm Thursdays in the winter of 22-23.) The MH is registered to conduct weddings and same-sex marriages, and is also used for funerals and celebrations of life. There was a safeguarding problem during the summer of 2023, which was dealt with by Matthew Smith, and the Chairman. This was a protracted and worrying problem, and took several months to sort out. The upshot was that a member of the Congregation was requested to stay away from the Meeting House for an indefinite period. The safeguarding was of an adult, not a child under 18. Rev Matthew Smith and I, the Chairman, are undertaking new safeguard training and have completed the Basic Awareness course, and the safeguarding policy has just been updated. Rev Matthew Smith had a long holiday over the summer, having had no holidays in the previous three years since lockdown 2020. He had become exhausted emotionally and spiritually, and came back in September feeling more encouraged. We value him as our Minister and realise that we need to look after his well-being. The Meeting House has had some repairs and redecorating by a tradesman who specialises in ancient and listed buildings. The broken windows with leaded panes have at last been repaired by a specialist glazier from Ipswich. One more window requires a new specially handmade wooden mullion. We have received planning permission (with help from Hollins the architects) to erect a fence along the boundary with Lynsmere at the back of the property. We are also in the process of taking professional advice regarding the ancient flint wall at the rear of the property. Now we have had a chance to settle down after the Trustee difficulties in 22-23, we need to look for some new Trustees, especially some younger ones who will be able to carry on in future. 11 **|** Page