**Trustees' Annual Report for the period** Period start date Period end date 01 02 2020 31 01 2021 **From** **To** ## Section A Reference and administration details **Charity name** Walmsley Unitarian Chapel **Other names charity is known by Registered charity number (if any)** 511188 **Charity's principal address** Blackburn Road Egerton Bolton **Postcode BL7 9PR** ## **Names of the charity trustees who manage the charity** **----- Start of picture text -----**
Name of person (or body)
Dates acted if not for
Trustee name Office (if any) entitled to appoint trustee
whole year
(if any)
1 Thomas Haslam Chair Existing Trustee
2 Jim Sheffield Treasurer Existing Trustee
3 Susan Jordan Secretary Existing Trustee
4 Janice Hastie Existing Trustee
5 Maurice Hastie Existing Trustee
6 Lynne Cubbin Existing Trustee
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8
9
10
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12
13
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15
16
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18
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20
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## **Names of the trustees for the charity, if any, (for example, any custodian trustees)** **Name Dates acted if not for whole year** March **2012** **TAR** 1 ## **Names and addresses of advisers (Optional information)** **Type of adviser Name Address** ## **Name of chief executive or names of senior staff members (Optional information)** ## **Section B Structure, governance and management** ## **Description of the charity’s trusts** Type of governing document Constitution - (eg. trust deed, constitution) Unincorporated Association How the charity is constituted - (eg. trust, association, company) Existing Trustees Trustee selection methods - (eg. appointed by, elected by) ## **Additional governance issues (Optional information)** You **may choose** to include additional information, where relevant, about: - policies and procedures adopted for the induction and training of trustees; - the charity’s organisational structure and any wider network with which the charity works; - relationship with any related parties; - trustees’ consideration of major risks and the system and procedures to manage them. ## **Section C Objectives and activities** March **2012** **TAR** 2 ## **Summary of the objects of the charity set out in its governing document** Walmsley Unitarian Chapel having been established as a place of worship of God, free from the acceptance of any creed, article, or confession of faith as a condition of membership, membership is open to all persons who accept its free religious position and who pay such annual subscription as determined from time to time. Having had regard to the guidance issued by the Charity Commission on public benefit, the activities undertaken by Walmsley Unitarian Chapel for the public good include: - Holding services open to the public each Sunday. - Printing a monthly magazine available to all and posted to those members of the congregation who are unable to attend having moved away. - Offering naming ceremonies, wedding services and burial facilities to all: there is no requirement to be a member of the congregation. - Holding summer and Christmas fairs plus Carols by Candlelight service open to all with no entrance fee. - **Summary of the main activities undertaken for**  Offering the gardens and grounds to Incredible Edible **the public benefit in** Egerton who now hold their weekly meetings in the **relation to these objects** Chapel grounds **(include within this section the statutory**  In conjunction with Incredible Edible Egerton offering a **declaration that trustees** weekly café and meeting place for the community. **have had regard to the guidance issued by the**  Leasing the Chape facilities to a before and after school **Charity Commission on** club that provides a high quality, safe service for local **public benefit)** families. - Renting use of Chapel facilities for a weekly Parent & Toddler group at a reduced rate. - Hiring the Chapel Hall to local families for children’s parties at a competitive rate. - Hiring the Chapel Hall for weekly sessions of yoga, meditation and keep fit. - Offering the use of grounds to local schools. We calculate that there are over 20,000 visits to our Chapel and premises each year, involving over 500 peoplel. No private benefit flows from the purposes of the Charity. ## **Additional details of objectives and activities (Optional information)** March **2012** **TAR** 3 You **may choose** to include further statements, where relevant, about: - policy on grantmaking; - policy programme related investment; - contribution made by volunteers. Section D Achievements and performance March **2012** **TAR** 4 Section D Achievements and performance **Summary of the main achievements of the charity during the year** Our activities were inevitably curtailed by the pandemic this year. We ran services as usual up to the national lockdown in March. From then until July, when we opened for private prayer and reflection, we maintained contact initially through mutual support which was then supplemented by a written weekly service, posted or emailed to all members of the congregation. Having carried out a full risk assessment, we opened briefly in August for socially distanced services but took the decision to close again once Bolton was subjected to tighter controls in September. Regular weekly services, shortened and in line with guidance to places of worship, started again in November. This was a difficult year financially as there was no possibility of renting out the premises, which usually amounts to a third of the Chapel’s income. We received many kind donations that helped us through the year. We will remember this year for the mutual care and support offered by members of the congregation. ## **Section E Financial review** March **2012** **TAR** 5 ## **Brief statement of the charity’s policy on reserves** We currently have no policies on reserves. Due to the Covid situation we have not been able to meet as often as we would like. **Details of any funds materially in deficit** No funds in deficit. ## **Further financial review details (Optional information)** You **may choose** to include additional information, where relevant about: - the charity’s principal sources of funds (including any fundraising); - how expenditure has supported the key objectives of the charity; - investment policy and objectives including any ethical investment policy adopted. Our principal sources of funding are: - congregation contributions and donations. - Room hires - (for capital works only) possible contributions from regional Unitarian organisation NELUM Our expenditure enables us to offer: - An active place of worship for non-conformists. - Community activities an meeting place. - We invest only in funds designated suitable for charitable organisations. - We invest in order to retain the value of our existing funds. ## **Section F Other optional information** ## **Section G Declaration** **The trustees declare that they have approved the trustees’ report above.** **Signed on behalf of the charity’s trustees** |**Signature(s)**
**Full name(s)**
**Position (eg Secretary,**
**Chair, etc)**
**Date**|J W Shefeld|L Cubbin| |---|---|---| ||James William Shefeld|Lynne Cubbin| ||Treasurer|Trustee| ||23rdNovember 2021|| March **2012** **TAR** 6 **Walmsley Unitarian Chapel** **No (if any) 511188** ## **Receipts and payments accounts** Period start date Period end date **To 2/1/2020 1/31/2021** Period end date **For the period from** ## **Section A Receipts and payments** **----- Start of picture text -----**
Unrestricted Restricted Endowment
Total funds
funds funds funds
to the nearest
to the nearest £ to the nearest £ to the nearest £
£
A1 Receipts
Donations 17,859 - - 17,859
Gift Aid 3,988 - - 3,988
Fundraising 1,920 - - 1,920
Interest 4 - - 4
Divedends on Investments - - - -
Membership Subscriptions 630 - - 630
Fees for Services 560 - - 560
Room Hire 7,813
Grants 17,450
Insurance Claim 1,340 - - 1,340
51,563 - - Cross Add Error
Sub total (Gross income for AR)
A2 Asset and investment sales,
(see table).
- - - -
- - - -
Sub total - - - -
Total receipts 51,563 - - #VALUE!
A3 Payments
Cost of Events/Fundraising 98 - - 98
Ministers & Pulpit Payments 32,818 - - 32,818
Maintenance Buildings 12,183 - - 12,183
Maintenance Grounds 2,945 - - 2,945
Events - - - -
Electricity, Water, Heating 3,781 - - 3,781
Ceaning 1,696 - - 1,696
Insurance 2,409 - - 2,409
Membership, Licence & Fees 1,264 1,264
Grants & Donations -
Telephone Printing 3,117 - - 3,117
Sub total [ 60,311 ] - - 60,311
A4 Asset and investment
purchases, (see table)
- - - -
- - - -
Sub total [ - ] - - -
Total payments 60,311 - - 60,311
Net of receipts/(payments) - 8,748 - - #VALUE!
A5 Transfers between funds - - - -
A6 Cash funds last year end - - - -
Cash funds this year end - 8,748 - - #VALUE!
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|**Section B Statement**|**of assets and liabilities**|**at the end of the period**|**at the end of the period**| |---|---|---|---| |||**Unrestricted**|**Restricted**| |**Categories**|**Details**|**funds**|**funds**| |**B1 Cash funds**|**_Total cash funds_**|**to nearest £**
**3,581**
**-**
**-**
**3,581**|**to nearest £**
**-**
**-**
**-**
**-**| ||(agree balances with receipts and payments
account(s))|Agreement Error
|OK| |||**Unrestricted**|**Restricted**| |||**funds**|**funds**| |**B2 Other monetary assets**|**Details**|**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**|**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**| |**B3 Investment assets**|**Details**
Newton Melon
M & G
Legal & General
Black Rock|**Fund to which**
**asset belongs**|**Cost (optional)**
**-**
**-**
**-**
**-**
**-**| |**B4 Assets retained for the**|**Details**|**Fund to which**
**asset belongs**|**Cost (optional)**
**-**| |**charity’s own use**|||**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**| |||**Fund to which**|**Amount due**| |**B5 Liabilities**|**Details**|**liability relates**|**-**
**-**
**-**
**-**
**-**
**(optional)**| |Signed by one or two trustees on
behalf of all the trustees|Signature|Print|Name| |||J W Shefeld|| |||L Cubbin.|| **----- Start of picture text -----**
CC16a
**----- End of picture text -----**
## **Last year** ## **to the nearest £** **20,887 4,699 8,730 2 - 431 1,926 18,452 8,700 - 63,827** **63,827** **681 32,221 18,196 3,740 - 7,897 2,235 2,377 2,297 1,453 71,097** **71,097 - 7,270 - - - 7,270** **Endowment funds to nearest £ - - - -** OK **Endowment funds to nearest £ - - - - - -** **Current value (optional) 56,150 66,625 44,060 535 -** **Current value (optional)** **When due (optional)** Date of approval gioz Jaqffjgo 31 > 1-7r ssajppv 14 S/ (AUE l!) Apoq Jo {s)uo!ie?iJ!ienb Ipuo!ssaJoJd iUEAèia¥ awEN IEQ pau61s "Aiddp iou op Aauj y sia¥gwq au] ui spjom aqi aiaiap aspaid . 'pau?eaJ aq oi swnoyJe aui Jo 6uipuEisJapun Jadojd e aiqeua oi Japjo u! Umejp aq pinoys UOliUaUE iP144M 01 UOqEU!WExa aui 41.IM uolpauuog ui sJauEUI JaLIIO OU ss0￿e a￿￿ aAEy WE SuJ￿U￿ ou eAPLI I spjow 6uliun0￿e ayi wogge iou op swnowE 9141 Jo pv eui 10 0£ k UOIPaS yll.M ￿U?pj0a￿P u! Wa¥ iou ajam spJiyJaJ 6uiwno￿E IEiJaipw AUE 'UI ipyi aAallaq oi asnvJ aw saAI6 WIUM UOIIEUIWEXa aL41 141IM UOllgaUUOa u! {.-pAOPqPaSUP￿0) uoiwauE Aw oi aLUO3 aAE4 sJauEW IEU8IEW OU IEUI wJUu￿ I 'UQIIEU!WExa ALU paiaidLUOJ aAEU I -pv aui io (q)(s)StrL uoipas Japun UOISSILUUJOJ Aw.Jp4a ayi Aq uaA16 suoipajia aiqEJ!IddE paMOllOi aAEy 'uoiieuiLuexa ALU ino 6u!AJJpJ u! PUE PV v voz aui io StrL uou￿S Japun o paiJJEg siunoJJE s,IsnJi aui Jo UO4EU!WEXe Aw w pajsaj ui yodaj I JUaLUffjWS s,Jau!wpxa iuapuadepui '(Jgy ayL) L LO pv saiiiJEU3 aui Jo siuewaJ!nbaJ ayi ￿uPPJOJ￿E ui 4uno??E aui Jo yodaj Jo slseq UOIIPJEdaJd eyi Joj aiqisuodsaj aje noA 'isrni ayi Jo saaisrui AWEU? aui sy pup sa!y.Iiq!suodsa¥ papué JEaA aui Joi (.￿nJI ayi.) AWEU? ?AOqE eyi Jo siuno?gE aui w UOryEU!WEXa ALU uo saaisrni aui oi ycxl8J I sa6ed uo ino ias {Aup J!) ou Aueu? papua JpaA aui Jo4 4unoJ)p uo 88LLLS ia)ZlkOlV£-OZOZIIOILO iadEu? UEUeW.un AaisLUIEM 40 sjaqwaw aisn4 aui oi yodo yoda¥ sJèu!WEX3 iuapuadapui v uo!i?as siunoJ?E ayi uo yodaj s.Jau!WExa iuapuadapui SIIVM aNV aNV19N3 JO4 NOISSIWWO) AIIJVH) 8 boz JaqoJ?o ¥31 -asoi?s!p oi sa4s!M Jaulwexa aui ipui swol! AUE 10 4!ewp Jauq oJa4 aA19 "(sJau!UJExa Joi aguepin6 PUE suoipajip :$iuno￿P Awpw io uo!iPU!Luexa iuapuedapui ees} UJ￿u0￿ JO SJaUEW w61iu614 oi spaau Jaulwexa aui y. èiaidwo) Aiuo aJnsoi?s!a 8 uo!i?as