Framlingham Unltarlan Trust Unitarlan Chapel Trust Property Known as Framlingham Unltarlan Trust" Charity No. 262249 Accounts for the year ending 30th September 2025
Framiingham Unitarian Trust Contents Trust Information Page 1 Statement of Financial Activities Page 2 B818nce Sheet Page 3 Notesto the Financialstatements Page 4-5 Independent Examiners Report Page 6 Trustees Information Page 7-8 Chairmans Report Pag8 Page 9-10
Framlingham Unitarian Trust Trust Information TREASURER.. Mr Rob Booth The Timbers Church Road Kettleburgh Nr Woodbridge Suffolk IP13 7LE SECRETARY & CONTACT.. Mrs Carly Holland 4 Smiths Close W¢rlin8WOrth Nr Woodbridge Suffolk IP13 7JG CHARITY NUMBER.. 262249 ACCOUNTANTS.. Robina Wilkes FIAH RWAS 62 Quilter Road Fell%stowe Sijffnlk IPII 7JL
Fraffllln8harn Unltarkn Trust 51aiemefttof Flnandl Actl¥ltkns For the yearendlna Sepiember2025 Js 197 1.769 at,965 COIFlnMI•ii 3.266 13¢ 3.166 170 855 246 355 a27 .747 IJYJ 2a6 L747 |•oltiirnhtw• Fi•mconrilbvN 132,r 112X(01 22.L 15AWI eurySI R•D¢. 15 Bri•5titttl%rwn BL¥yI 22 16.923 4).QF4 $9.997 Irle wws 1.983 1.75Y 8.101 10.711 L291 ,291 93 Tf•vth 47 1.926 47 .926 .335 J.4J4 pr¢p•rty •W• 653 364 50 364 450 ity) 6,'.915 GaknJlLwsI rminvltn o.wj 12c.yuo 17571 Lxffl I¥1411110¢1Ctlr 1024 Cw•in v•lyWknol JOS•pivThbw2QZS ?.J?6 1$21.t$i 5.99) 109.( SDg.L 714 y05JAI r.ir6 YL07S 1.74S.911 1.144 911 64$ .462 65 rd%tTh SJJ bASI
Framlingham Unitarian Trust Balance Sheet A5 at 30th September 202S 2025 2024 Flxed Assets Freehold propertv Fi¥tures & fittin8S Investments 385,¢M) 124,210 1,330,652 385,000 15.967 1.284.146 1.839,862 1,685,113 Current Assets Debtors I IPrepaymentsl CBF deposits Barclays CJrrenl account Petty Cash account 8arclays Ministry account iii 34.570 16,084 508 10,430 586 42,737 15.587 117 10,175 61.703 69,202 Current Llabilltles Creditors l Accrua15 13.7761 11,2271 Net Current A$ts 57.927 67,975 Tital N•t Asmts R•presènted by: Funds Unros&ricted Restricted 1.892,075 1,745,912 5,714 7,176 7knn9 1.75J,088 Approved by the Tiust¢¢s on.. Signed on their behalf Rob Booth Treasurer Persephonè C Booth Chairman
Framllngham Unltarfan Trust Notes to the Financial Statements For the year endlng 30th September 2025 l. ACCOUtfflNfj POLKIES The tinanaal tstenn ha been wered yrKler the c05t corwryt. ew that IllVè5trrit assets art carrierl at markei va'.ue. In ccordarWlth the Chadtles Act StatemeAtof Rtcommended Pr¥tice. Axouhbn8 by Charities ISORP 251. FurtdK Unre5trtod funds are •¥adat4E loru5e ai thedlxretrmof theinme51nfwthuarKe otthe 8fftrJl of thecharfty. Rertrtci•dfufids are subjected to rtslthlh1 onltswexIYTtlmpDS¢d trythedrmor throuÉh theternoI tFakwl. Intomin¢ Re5ource5 I Incomi iesouicts are lrtludtd In Matrmem of fin¥1 the thatlty 1> tmwed to the inrerne and the ?mou•t car be ouènllfied wlth rea50Nble accurary. Tht followry ypecsfic p)lle51re •wlledto rtIcr£evsollorm. VoluTht•ry i1¢0 rec• way olgraffls, &)n•lfjons •rKI th5 i511 in ful Ir+1 Ststthrnnt of Flnarrt411 Activities w4ert rtteiv•ble. Insestrnent Income 65 Included when recthoble. At¥ovr¢es Expind•d Expenditure Is recoin15ed on an acuuèl b4$ •$ • li1.1 is ¥Kurred E¥thJtvre In¢lwkn Ir VAT whkh unnot recovtr•d. and Is reported as part of the txptnditufe to whkh rdates. I. FIM•d Vtyrexrtrteo funds fte51rlrted {¥nd5 funds Totsl 2025 rDt41", 024 Freehold Prop•rtv Meetine House Mlll Yord Cottay (IS 8rW styedl 16S.CQ) 22Q.L 165.oc 220.( 165,CO) 220,CQO 165,XO 22.0.000 385AI 385,L 385.iJXI 385,ty)) Axtules ahd Flttinp Ory•n Pi•fjo i?o.c 0,0 ILLK 981 220 1,327 2,438 ii,wo 981 120 1,327 2,438 Clock Flro proof cablnèt Inter&ctl¥e TV 220 220 1,180 1.829 1.829 124.110 124.210 InvestmÈrfs J M Flnn In¥e#mtn 1.330.652 L330.652 A.284.146 1.284,146 1.330.651 1,330,652 IkB•.146 1,264.146 Investments held as fixed assets •re revalued at mathet value at the batsrKe shoet thte the 8ain or 195S t•ken to tne Statement ol Fin•ncl•l A£il¥lTies. Invesimonts are Th)w held b¥J M Finn In¥tstmerf Manaew5. The intèra¢tive TV is eXFth to h•w a vseful lrfe 01 5 yeJr5 and theFIIrt8 ublnet of 10 year5 and from 2024 VAII be deprechiedon a sir•ighi li ba5fj5. oryan was at CIL0.( In Mor¢h 2025 2025 Morket Val èt oi Cktober 2024 Increase in Yalue Cèsh investTrnts Inyear Decrease Invalue 1284.146 46.5 1,163,166 Value at 30 5eotetnber 2025 1.310.652 1,2B4.146 ntinued.-
Framllngham Unftarlan Trust Notes to the Financial Statements For the year ending 30th September 2025 Z. I..•1111•S 2025 2024 Amournrsfaiilhgdoe is) one year FU'T 823 420 130 94 247 852 Act"Lthls FUT 1,854 583 3.776 1.227 J. Cimife8aTlon Mon1•5 OpÈniiÉ balance ai Jdober 2024 Coiiet:iorts & don•tlons ieTber5h.'o Fte5 Q¢Ntion from MH Trustees 375 431 396 485 370 1,000 2,230 1.475 ioryiieÉaiion expenses Aomin cost5 187 Sundry exp1•5 GA quota Gentrai A55•mt) Minis".er$ 5eMcefets Preacnini Ite5 OrBan p13yin6 385 350 112 185 815 11.5821 Closlfti b•l4rte ofcowe1•try fvndjat 30 S¢pmbw 2025 116 4. kllnl%tryAccourtt Th• minijtir irt¢d work on , oaober 2014. Tho aMu•I <05ts •rn io b• sbY Fr•nI1•M èrd SW St t¢JmunOs. Openl.I8 balance ol Ministtyfu¢)ds 01 &totr 2024 FraTr con¢ribu:lon 5.$95 22,000 19.1X)O 3,CQO 32.(J) 85E conTfibu#on ro reni Ministry xpty)s•s fot year REp.t 14L1321 17.5001 137.1331 16.0001 6.462 clonI Dalaryeè &fund ai 30 S•pt•mb•r 2025 5. Spocial 20 1,246 Incolnè Clfè Conno Paio Ob't Balonce 1,747 11.8131 Total re$trirt•d fvnds 5.714 7.176
FIiI.MLIN(:H.4M L'%ITARIAY TRUST Indcpendc'nt Examiner'5 Rert to the Trustees of FThmlin2hxm Unitari#tt Trust riKrt)rt i)n Ehi a¢)uniS ofihL Churii). fvr th¥ ¢n&d 301h Swi¢mb¢r 202S s%hiGh a Respeetii'e re5ponsihilities nf the truste and examiner As ilie Lliarill % iruslLLS. !'<)u are rLP(?1)sihlL liir iliL" prcparatiun of accounis. The chliri1.4 Irii%lLY% C(InNi(ILr IhJi an iiuilii is noi required for ihis vear undcr sL'cli(m 4312) ol. Ihe C'harilies ALI l yll_i {Ihe 1993 Acll and ihat an independent ¢xamin81ion is needed. IL is niy Pl)liS1blI1l 111.. iX41illlll¥ ihl ¢lLLounis under s¢Liiiin 4) c)f ihc 1993 Acl: til the procedure laid do¥im in the general Ilireclions given by the ('harity' L'ommissioll LindL'r %cciion 41171(b} nfthL 1993 Aci- and io slate ii'heihcr pani¢ulllr mailers have come io mv attention. Ra%is i)t Inilependi'fit F,x#miTrer's fvli. xa]I}lialIar. wa_% ¥arricd ()ut in a¢cordancc with the Cieneral Directions given by th¥ L hur,'ii' (.'41mniisiii)n. ..In ¥xaminaiion includes ts rc5'ie of thi accounting records kept b!. IIIL ch&". ill. and n c(hmparisun of ihc accounts presl'nted ivith thi)se records. li also inLiuJIN Ci)n%ideraiiuii i)f 41111. unusuJI it¢ms or discli)surL"s in ihe aLcoun15: and sL'Lkin ¢.XPlilll2ksOl1 .% Irom i'ou as tr$[t¢S conccrning such matiers. "Ihe procedurc% undcrtaken d(1 pi'o¥'id¢ all ihe id¥nLL th41 1.0u1d be required in an audit and cc)nsL'quenilv no Oj?iIIIOII .'5 Ll ji'cn as to wneiher ihe acLount5 prL'sLni a 'tru¢ fair view and tlie repori is liniiiL'L li) Ili()>e mthiilrq sei Qui in ihe 8tst¢m¢ni belo.. Indepcndent £xaminer'8 %tatement Ir,. conneclioii iyiih m) exunianaiion. no moiter has come io m). allention liich gJivLs me rea%onablc cause to bclicve that in any mAieri&l respect the reqIrLmen[%. to k¢ep &cc(Funiing records in accordance iviih Sttiion 41 of the 1993 Act: and iii pr¢'pJrL a¢LI)un15 which cOrd wilh ihe acLounting records and comply with the acLOtJnihn&i requiremenis 01 Ihe 1993 Aci have not heen mel.. or 211() iv.1¢h. In nninion. aiieniion shoiild bc drnwn in ordcr io enable a proFr und.:rtJndinu ofthe Jccounis io reachL. liqs Rachel Parker 2 Park C'orner Tdd(iL'nnam 51 Martip. SLJI f)IL IP6 9DI.' Pa%e O
The Trustees ofthe Unitarian Meeting House Framlingham. Suffolk Annual Reportforthe yearended 30" September2025 The Trustee5 submlt Inelr Annual Report on the affairs ot the ch8ritytogetherwlth the financial statementfor the year ended30' September 2025. PrlnclpalActlvlty The principal activity ol the Trust in the year under review was the discharge of the duties ot Irustees ot the trusts for whlch they are responsible. Th8 Trustees The M8naglng Trustees shall con81st, when complete, of a body of eight persons of the Unltarian persuasion. Trustee8 Serving during the year were as fouows: Mr3 Persephone Booth The Timbers Church Road Kettleborough Suffolk. IP13 7LE Appointed October 2013 Mrjohn McEwan 22 Double Street Framllngham Suffolk IP139BN Appointed September 2007 Mr Martln Crouchef Trinity Cottage Bridge Street Rendham Suffolk, IP17 2AZ Appointed October 2013 Mr Robert Eric Booth The Timbers Church Road Kettieborough Suffolk. IP13 7LE Appolnted May 2023 Custodial Trustee British and Foreign Unitarian Association Inc Essex Hau 1-6 E8sex Str88t London WC2R3HY Charity Number 255205
Professlonal Advlsors Bank Barclays Bank Accountant Robina Wilkes FIAB RWAS 62 Quilter Road Felixstowe Sullolk IP117JL Sollcltorg J8ck8m8ns Sollcltors Park House Mere Street Diss IP22 4JY Flnancl81 Advlsors Kevin Frogg8tt DipPFS Lucas Fettes Financial Planning 3-4 Willow Form Allwood Green Rickingh811 Dlss Norfolk IP22 1LQ
Framlingham Unitarian Trust Chairman's Report 2024125 to 30 Sept 2025 We h3ve managed this year with four trustees. because Bruce Chilton resigned in September 2024. As long as we have four Trustees at a meetin& we forni a quorum. The Trustees held four meetings and the AGM during the year. The Inve5tment5 are supervised by the Treasurer- with input from the Finance Committee- afFd our Independent Flnancial Adviser. Kevin Frog8att of Lucas Fettes Inow part of Brook5 Macoonaldl. Our investments managers are J M Finn. Our accountant Robina Robinson takes Care of the monthly bookkeeping, the payroll. and the end of year Financial St3tements. She attended the Trustees meetings when She was available, and provided Lsseful input. Our Secretary Carly Holland has taken on a new role in her other job, so she is unable to attend the Trustees, meetings on Monday mornings. She 15 no longer able to take the Minutes, so Minute takin8 has been shared between the Chatrman. and Accountant. We need to find a new peisoi) to Ldke Ihe Minutes. The accounts show a loss for the year for the third year runnln8. malnly due thls year to an increase In the Framlingham contribution to the Ministry Management Committee, from half to two-third5. agreed for this year only. However, the investments show an increase in valuation The Meeting House provides two in-pefson con8re8ational sèrvices per month, and there are also two zoom meetings. There 15 a Café Connect social event every Tuesday mornin& whlch draws people to the Meeting HoLbse. and also Meet Up Thursdays. The MH is registered to conduct weddings and same-sex marriages, and is also used for funerals and celebrations of life. The Meeting House is regularly used by dlvefse hirèrs. Admln and 8o¥ernan¢e durlnq the year: The unreglstered strip of land behlnd the Meeting House has now been reglstered at HM Land Re8lStry by Jackamans. 501icitors. Thè Safeguarding policy has been updated. There is a Sexual Harrassment policy, and all employees the chairman have undertaken a Sexual Harra5sment training course, according to current legal requirements. The Chairman has also attended a Safe8uarding for Trustees online course. We are In the proce55 of reviewln8 the legally required policies, taking note of those we already have and identifyin8 ony we still need. There have been general discussions about CIO and governance, the advanta8es and disadvantages of CIO. This has been looked into in more depth. and a meeting wa5 set up with Slmon Bland. Our Trustee, John MeEwan, feels strongty that we should become a CIO to future proof our charity. We felt we needed some new Trustees to help with the proce55 of becomin8 a CIO. A member of the Congregation is attendin8 each of the Trustee meetings. which gives them an idea of how the Trustees procoed. Repalrs and rnalnlenance: A new wooden fence has been installed alon8 the boundary with Lynsmere at the back of the property. We took professional advice from fj C Robertson regarding the ancient flint wall at the rear of the property- A topographic survey was done and Robertson pPared plans for demolishing and rebuilding the flint wall. We then applied for Pre-planning advice regarding the wall. The MH is Grade 11 * listed. and we are in a conservation èrea. 50 any chan8es need plannin8 permission.
Two people from the Council Planning Department came to do a site visit. We were advised we would need Listed Building Consent, and that Historic England needs to have an opinion. It is possible there may be alternative preferable ways to support the wall. The brick front wall bordering the library car park has been repointed. The Quinguennial Report has been done by rim Buxbaum, the archittct who de5i8ned and supervised the refurbishment of the Meeting House. We havè also had a fire Risk Aqséssment undertaken. and outstanding actions have bèèn progressed. There has been an ongoin8 problem with damp getting into one of the electric sockets. and measures have been taken to reduce the ingress of damp. It is a three hundred yeor old btsllding with no damp proof course. Mlnlstry Management Commlttee: Our Minister has previously beeft shared 50..50 with Bury St Edmunds Unltarian5, and each Meeting House was paying half the cost of the Mlnister. Bury had indicated that they cannot continue to pav their full half share. Framlingham agreed that for 2024125 only, we would pay 213 share of the total cost of thp Minlstor. Thlg has put pr#gsur• on th• Framlin8ham Trust•4s' financ•s, and it was necessary to dip into the Savings Deposit actount. We feel it15 not svstalnable in the long term. Bury 5t Edmund5 were pointed in the dlrection of Sustentation Fund from the GA, which might have provided some financial assistance. but they did not take It up. Now we have had a chance to settle down after the I rustee difficulties In 2Z-Z3, we need to look for some new Trustees. espe(ially some younger ones who will be able to carry on in future. We are pursulng the posslblllty of some new Trustees. Persephone C Booth, Mrs., Chairman of the Trustees 9.2.26