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2021-12-31-accounts

Page
Reference and administrative details ofthe company, its Trustees and advisers 1-2
Trustees'
report
3-15
Independent
auditors'
report on the financial statements 16-19
Statement offinancial activities 20
Balance sheet 21 -22
Statement ofcash flows 23
Notes to the financial statements 24-49
REFERENCE AND ADMINISTRATIVE
DETAILS
REFERENCE AND ADMINISTRATIVE
DETAILS
REFERENCE AND ADMINISTRATIVE
DETAILS
REFERENCE AND ADMINISTRATIVE
DETAILS
OF THE THE COMPANY, ITSTRUSTEES AND ADVISERS COMPANY, ITSTRUSTEES AND ADVISERS
FOR THE YEAR ENDED 31 DECEMBER 2021
Trustees Revd Ruth Whitehead, Chairman
Mr lan Harrison,
Trust
Secretary
Mrs Janet Raven (appointed 9 September 2021)
Mr Neil Thorogood
(appointed
9 September 2021)
Revd Christopher
Baillie (Resigned
11 November 2021)
Revd Richard Gray, Treasurer
Mrs Jill Stidson (Term ended 20 May 2021)
Revd Donald Macalister
Revd Lythan
Nevard
(Resigned
24 June 2021)
Mrs Maria Mills (Term ended 11 November 2021)
Revd Robert Western (appointed 1 April 2022)
Revd Sarah Simpson (appointed 15May 2022)
Mrs Gwen Jennings
(appointed
24 Jurie 2022)
Company registered
number 01328728
Charity registered
number 275364
Registered office Taunton
United
Reformed
Church
18 Paul Street
Taunton
Somerset
TA1 3PF
Company secretary Mr lan Harrison
Chairman Revd Ruth Whitehead
Independent auditors Bishop Fleming
LLP
Chartered
Accountants
2nd Floor Stratus House
Emperor Way
Exeter Business Park
Exeter
EX1 3QS
Bankers Lloyds Bank PLC
2 Palace Avenue
Paignton
Devon
CAF Bank Ltd
25 Kings
Hill Avenue
West Mailing
Kent

Restricted Unrestricted Total Total
funds funds funds funds
Note 2021
f
2021
f.
2021 2020
E
Income from:
Donations
and legacies
32,034 108,825 140,859 253,894
Charitable
activities:
Funds arising
from closed
Churches 1,187,392 1,187,392 137,268
Other charitable
activities
1,821 1,821 1,355
Investments 50,443 324,420 374,863 349,385
Other income 14,466 14,466 6,891
Total income 82,477 1,636,924 1,719,401 748,793
Expenditure
on:
Raising funds 2,187 14,608 16,795 6,065
Charitable
activities
1,790 3,660,542 3,662,332 559,375
Total expenditure 3,977 3,675,150 3,679,127 565,440
Net income/(expenditure) before net
gains on investments 78,500 (2,038,226) (1,959,726) 183,353
Net gains on investments 295,436 1,492,032 1,787,468 770,104
Net income/(expenditure) 373,936 (546,194) (172,258) 953,457
Transfers
between
funds
21 (7&,500) 78,500
Net movement
in funds
295,436 (467,694) (172,258) 953,457
Reconciliation
offunds:
Total funds brought
forward
1,928,344 15,314,780 17,243,124 16,289,667
Net movement
in funds
295,436 (467,694) (172,258) 953,457
Total funds carried forward 2,223,780 14,847,086 17,070,866 17,243,124
2021 2020
Note F
Fixed assets
Tangible assets 14 2,571,811 2,738,630
Investments 16 13,168,718 11,153,705
Investment
property
15 3,548,444 2,837,081
19,288,973 16,729,416
Current assets
Debtors 17 20,517 11,424
Cash at bank and in hand 977,932 922,126
998„449 933,550
Creditors: amounts falling due within one
year 18 (784,118) (238,883)
NET CURRENT ASSETSILIABILITIES 214,331 694,667
Total assets less current liabilities 19,503,304 17,424,083
Creditors: amounts falling due after more
than one year 19 (2,432,438) (180,959)
NET ASSETS 17,070,866 17,243,124
Total net assets 17,070,866 17,243,124
Charity funds
Restricted
funds:
Restricted
funds
21 1,033,403 1,033,404
Restricted
revaluation
reserve 21 1,190,377 894,940
Total restricted
funds
21 2,223,780 1,928,344
Unrestricted
funds
General funds 21 10,179,640 12,101,512
Unrestricted
revaluation
reserve 21 4,667,446 3,213,268
Total unrestricted funds 21 14,847,086 15,314,780
Total funds 17,070,866 17,243,124
2021 2020
Cash flows from operating
activities
Net cash used
in operating
activities (see note 23)
(371,495) (295,341)
Cash flows from investing
activities
Dividends,
interests
and rents from investments
374,863 349,385
Purchase of tangible
fixed assets
(99,558) (298,692)
Proceeds from sale of investments 699,523 1,246,291
Purchase of investments (547,527) (891,975)
Net cash provided
by investing
activities
427,301 405,009
Cash flows from financing
activities
Net cash provided
by financing
activities
Change in cash and cash equivalents in the year 55,806 109,668
Cash and cash equivalents
at the beginning
ofthe year 922,126 812,458
CASH AND CASH EQUIVALENTS AT THE END OF THE YEAR (SEENOTE 24) 977„932 922,126

Restricted Unrestricted Total Total
funds funds funds funds
2021 2021 2021 2020
f.
Donations - Property 105,825 105,825 240,000
Legacies 3,000 3,000
Grants 32,034 32,034 13,894
32,034 108,825 140,859 253,894
TOTAL 2020 13,894 240,000 253,894

Unrestricted Total Total
funds funds funds
2021f 2021 2020
Funds arising from Closed Churches 1,187,392 1,187,392 137,268
Loan interest 721 721 1,355
Training
and
conference receipts 1,100 1,100
TOTAL 2021 1,189,213 1,189,213 138,623
TOTAL 2020 138,623 138,623

Funds arisin g from closed Churches comprise:
2021 2020
F F
Capital funds - Property 1,166,700 120,000
Other funds 20,692 17,268
1,187,392 137,268

Restricted Unrestricted Total Total
funds funds funds funds
2021 2021 2021 2020
E
Rental income from investment properties 7,140 48,230 55,370 57,220
Income from listed stock exchange
investments 43,298 276,153 319,451 290,902
Bank interest 5 37 42 1,263
TOTAL 2021 50,443 324,420 374,863 349,385
TOTAL 2020 49,364 300,021 349,385

Sundry income
TOTAL 2020
Unrestricted Total Total
funds funds funds
2021 2021 2020
14,466 14,466 6,891
6,891 6,891

Restricted Unrestricted Total Total
funds funds funds funds
2021 2021 2021 2020
E
Investment management fees 2,187 14,608 16,795 6,065
TOTAL 2020 6,065 6,065

Restricted Unrestricted Total Total
funds funds funds funds
2021
f
2021 2021 2020
E
Charitable activities 1,790 3,660,542 3,662,332 559,375
TOTAL 2020 11,686 547,689 559,375

Total Total
Staff costs Depreciation Other costs funds funds
2021 2021 2021f 2021 2020
F
Direct and support costs
excluding governance 261,212 5,473 3,395,647 3,662,332 559,375
TOTAL 2020 235,638 5,673 318,064 559,375

Activities Grant
undertaken funding
of
Support Total Total
directly activities costs funds funds
2021 2021 2021f 2021 2020
Charitable activities 166,247 3,240,929 255,156 3,662,332 559,375
TOTAL 2020 159,784 193,690 205,901 559,375

Total Total
Activities funds funds
2021f 2021
E
2020
F
Staff costs 88,155 88,155 98,952
Training
and
Conferences 12,249 12,249 13,915
Church Support 3,137 3137 3,334
Pulpit supply relief 90
Safeguarding 20,393 20,393
Miscellaneous direct costs including youth activities and MMF 1,732
Pioneer special category minister 4,183 4,183
Other special category ministers 3,278 3,278 4,749
Synod Pastoral Advisors 36,444 36,444 19,386
Property expenses (1,592) (1,592) 17,626
166,247 166,247 159,784
TOTAL 2020 159,784 159,784

Total Total
Activities funds funds
2021 2021 2020
F F
Staff costs 173,057 173,057 136,686
Depreciation and Impairment 5,473 5,473 5,673
Synod Activities 1,614 1,614 6,661
Synod office parking 7,000 7,000 6,880
Staff expenses
and training
14,977 14,977 5,402
Printing
Stationery
and postage 5,094 5,094 5,298
Utilities/sundries 4,237 4,237 3,725
Synod office expenses 10,273 10,273 9,517
Property expenses 18,320 18,320 15,778
Governance costs including auditors remuneration 15,111 15,111 10,281
255,156 255,156 205,901
TOTAL 2020 205,901 205,901

2021 2020
F
Depreciation oftangible fixed assets - owned by the charity 5,473 5,674

Grants to Total Total
Institutions funds funds
2021 2021 2020
F F
Institutional grants 3,240,929 3,240,929 193,690

2021 2020
E
Grants to institutions other than Churches 3,044,695 86,260
Enabling
grants
100,049 126,034
Mission grants 27 123 (17,693)
Property grants:
- Survey grants 4,065 3,197
- Facelift grants 48,229 (10,013)
- Building grants 14,978 (1,740)
- Feasibility grants 5,885
Other grants 1,790 1,760
3,240,929 193,690
3,240,929 193,690

Included
within
Institutio nal
and Enabling
grants are the
following
amounts
ofF10,000
or more:
2021 2020
Inter Synod Resource sharing 35,000 25,000
Retired Ministers Pension Fund 3,000,000 15,670
Exeter University Free Church Chaplaincy 35,000
Bridgwater 15,818
Taunton
workwise
15,000
Zion Grampton Cottrell 20,000
Derriford 12,000
Flavel projects 12,793
Flavel ministry 65,000
Teignmouth 31,500
Newton
Abbot
10,000
3,117,111 175,670

Include d
within
Mission grants are the following
amounts
off10,000or more:
2021 2020
Emmanuel Swindon 10,170
Pilgrim Plymouth 15,625
25,795

Included w ithin
F
acelift grants are the following
a
mounts
off10,000or more:
2021f 2020
Axminster
Bideford Lavington 10,000
Glastonbury 10,000
Emmanuel Hayden Wick 10,000
Korean Church 10,000
Lynton 10,000
Redland Park 10,000
30,000 30,000

2021 2020
Barnstaple 11,238
11,238

2021 2020
F
Wages and salaries 247,253 212,177
Social security costs 15,821 13,182
Contribution to defined contribution pension schemes 37,888 34,414
300,962 259,773
2021 2020
No. No.
14 12

Long-term
Freehold leasehold Office Computer
property
f
property f equipment equipment Total
COST
At 1 January 2021 2,455,395 412,910 1,980 15,874 2,886,159
Additions 99,558 99,558
Transfers
between classes
150,606 (412,910) (262,304)
At 31 December 2021 2,705,559 1,980 15,874 2,723,413
DEPRECIATION
At 1 January 2021 141,914 &00 1,287 3,528 147,529
Charge for the year 1,550 396 3,527 5,473
Transfers
between classes
(600) (800) (1,400)
At 31 December 2021 142,864 1,683 7,055 151,602
NET BOOK VALUE
At 31 December 2021 2,562,695 297 8,819 2,571,811
At 31 December 2020 2,313,481 412,110 693 12,346 2,738,630

VALUATION
At 1 January 2021
Additions
Disposals
Surplus
on revaluation
Transfers
between classes
At 31 December 2021

Listed
investmentsf Loans Total
COST OR VALUATION
At 1 January 2021 10,967,463 186,242 11,153,705
Additions 317,961 228 845 546 806
Disposals (148,902) (148,902)
Revaluations 1,617,109 1,617,109
AT 31 DECEMBER 2021 12,902,533 266,185 13,168,718
NET BOOK VALUE
AT 31 DECEMBER 2021 12,902,533 266,185 13,168,718
AT 31 DECEMBER 2020 10,967,463 186,242 11,153,705

2021 2020
E
DUE WITHIN ONE YEAR
Other debtors 8,311 4,541
Prepayments and accrued income 12,206 6,883
20,517 11,424

2021 2020
E
Mission and enabling grants 14,747 20,341
Other committed grants 760,071 210,542
Accruals 9,300 8,000
784,118 238,883

2021 2020
Mission and other committed grants 2,432,438 180,959

2021 2020
E
FINANCIAL ASSETS
Financial assets measured at fair value through income and expenditure 14,146,650 12,075,831

Balance at
Balance at 1 31
January Transfers Gains/ December
2021 Income Expenditure in/out (Losses) 2021
E
UNREST'D
FUNDS
Fixed asset fund 2,738,630 30,620 (5,473) (191,966) 2,571,811
Loans funds 186,242 721 79,222 266,185
Investment
property 2,487,080 830,721 (289,716) 138,859 3,166,944
Investment
stocks and
shares 7,800,000 7,800,000
Taunton
fund
4,088 4,088
Free reserves 2,098,740 774,862 (3,669,677) 480,960 1,353,173 1,038,058
15,314,780 1,636,924 (3,675,150) 78,500 1,492,032 14,847,086
RESTRICT'D
FUNDS
General purpose
fund 1,778,593 50,443 (3,977) (78,500) 277,758 2,024,317
Closed church
fund 130,849 17,678 148,527
DFES fund 925 925
Training
fund
and grants 7,436 21,749 29,185
Other small
restricted
grants received 10,541 10,285 20,826
1,928,344 82,477 (3,977) (78,500) 295,436 2,223,780
TOTAL OF
FUNDS 17,243,124 1,719,401 (3,679,127) 1,787,468 17,070,866

Balance at
Balance at 31
1 January Transfers Gains/ December
2020 Income Expenditure in/out (Losses) 2020
F E F F
UNREST'D
FUNDS
Fixed asset fund 2,445,611 (5,674) 298,693 2,738,630
Loans funds 13,113 1,355 171,774 186,242
Investment
property 3,501,389 120,000 (1,108,700) (25,609) 2,487,080
Investment
stocks and
shares 7,800,000 7,800,000
Taunton
fund
4,088 4,088
Free reserves 621,789 564,180 (548,080) 689,805 771,046 2,098,740
14,385,990 685,535 (553,754) 51,572 745,437 15,314,780
RESTRICT'D
FUNDS
General purpose
fund 1,767,298 49,364 (3,382) (51,572) 16,885 1,778,593
Closed church
fund 123,067 7,782 130,849
DFES fund 1,035 (110) 925
Training
fund
and grants 1,736 5,700 7,436
Other small
restricted
grants received 10,541 8,194 (8,194) 10,541
1,903,677 63,258 (11,686) (51,572) 24,667 1,928,344
TOTAL OF
FUNDS 16,289,667 748,793 (565,440) 770,104 17,243,124

ANALYSIS O F NET ASSETS BETWEEN FUNDS -CURRENT YEAR
Restricted Unrestricted Total
funds funds funds
2021 2021 2021
Tangible fixed assets 2,571,811 2,571,811
Fixed asset investments 2,030,087 11,138,631 13,168,718
Investment
property
381,500 3,166,944 3,548,444
Current assets 998,449 998,449
Creditors due within one year (187,807) (596,311) (784,118)
Creditors due in more than one year (2,432,438) (2,432,438)
TOTAL 2,223,780 14,847,086 17,070,866

Restricted Unrestricted Total
funds funds funds
2020 2020 2020
F E
Tangible fixed assets 2,738,630 2,738,630
Fixed asset investments 1,766,150 9,387,555 11,153,705
Investment property 350,000 2,487,081 2,837,081
Current assets 933,550 933,550
Creditors due within one year (187,806) (51,077) (238,883)
Creditors due in more than one year (180,959) (180,959)
TOTAL 1,928,344 15,314,780 17,243,124

2021 2020
E E
Net
income/expenditure
for
the year (as per Statement of Financial
Activities) (172,258) 953,457
ADJUSTMENTS FOR:
Depreciation
and impairment
charges 5,473 5,674
Non cash donations
and capital
funds (1,166,700) (120,002)
Losses on investments (1,756,847) (837,010)
Dividends,
interests
and rents
from investments (374,863) (349,385)
Loss/(gain)
on the sale of fixed
assets (30,621) 65,551
Non cash donations
and capital
funds converted to cash 336,700
Decrease/(increase)
in debtors
(9,093) 13,378
Increase/(decrease)
in creditors
2,796,714 (27,004)
NET CASH USED IN OPERATING ACTIVITIES (371,495) (295,341)
24. ANALYSIS OF CASH AND CASH EQUIVALENTS
2021 2020
Cash
in hand
977,932 922,126
TOTAL CASH AND CASH EQUIVALENTS 977,932 922,126
25. ANALYSIS OF CHANGES
IN
NET FUNDS
At 1 At 31
January December
2021 Cash flows 2021
f E
Cash at bank and
in hand
922,126 55,806 977,932
922,126 55,806 977,932

2021f 2020
E
Capital funds 394,647 435,491
Income funds 117,729 86,659
Invested funds 522,151 522,151
1,034,527 1,044,301