**Trustees' Annual Report for the period** Period start date Period end date 01 02 2021 31 01 2022
**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**
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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
11
12
13
14
15
16
17
18
19
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**
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## **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**
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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**
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Section D Achievements and performance
**Summary of the main achievements of the charity during the year**
This year was again much restricted by the pandemic. Following government guidelines, we closed for face-to-face services from February until May 2021. We were able to offer a Sunday service using Zoom but knowing that this was not an option for many of our congregation, we continued to send out a weekly written service. This ended only at the end of May, once face-to-face services had resumed – in total 53 editions were produced and circulated. We are very grateful to the members of our congregation who helped make this possible. It was September before we felt able to relax all the Covid controls though we re-introduced them once the Omicron variant arrived in December. Sadly, this also meant that we had to cancel our community Carols by Candlelight service for the second year. Our Sunday School was closed for virtually the entire year, opening again only at the end of January 2022. Our Minister moved on during the summer, so our services are now led by a variety of visiting preachers and members of our own congregation.
Covid requirements meant that our only community event during the year was the Christmas Fair and that room bookings could only begin again from September. Chapel income was inevitably reduced but at the year end, our financial position remained sound.
## **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|
||23rdAugust 2022||
March **2012**
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## **Walmsley Unitarian Chapel**
**No (if any) 511188**
**Receipts and payments accounts For the period** Period start date Period end date **To from 2/1/2021 1/31/2022**
## **Section A Receipts and payments**
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Unrestricted Restricted Endowment
Total funds
funds funds funds
to the nearest
to the nearest £ to the nearest £ to the nearest £
£
A1 Receipts
Donations 14,333 - - 14,333
Gift Aid 4,825 - - 4,825
Fundraising 2,954 - - 2,954
RBS to Co-op Bank 4,000 4,000
Interest 0 - - 0
Dividends on Investments - - - -
Membership Subscriptions 310 - - 310
Fees for Services 1,918 - - 1,918
Room Hire 13,418 13,418
Grants 2,832 2,832
Insurance Claim - - - -
44,590 - - 44,590
Sub total (Gross income for AR)
A2 Asset and investment sales,
(see table).
- 20,000 - 20,000
- - - -
Sub total - 20,000 - 20,000
Total receipts 44,590 20,000 - 64,590
A3 Payments
Cost of Events/Fundraising 300 - - 300
Ministers & Pulpit Payments 26,029 - - 26,029
Maintenance Buildings 3,786 - - 3,786
Maintenance Grounds 3,595 - - 3,595
Events - - -
Electricity, Water, Heating 3,964 - - 3,964
Ceaning 1,265 - - 1,265
Insurance 2,663
Membership, Licence & Fees 2,930
Grants & Donations - - -
Telephone Printing 3,230 - - 3,230
Sub total [ 47,761 ] - - 47,761
A4 Asset and investment
purchases, (see table)
- - - -
- - - -
Sub total [ - ] - - -
Total payments 47,761 - - 47,761
Net of receipts/(payments) - 3,171 20,000 - 16,829
A5 Transfers between funds - - - -
A6 Cash funds last year end - - - -
Cash funds this year end - 3,171 20,000 - 16,829
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## **Section B Statement of assets and liabilities at the end of the period**
||||**Unrestricted**|**Restricted**|
|---|---|---|---|---|
|**Categories**|**Details**||**funds**|**funds**|
|**B1 Cash funds**||**_Total cash funds_**|**to nearest £**
**20,410**
**-**
**-**
**20,410**|**to nearest £**
**-**
**-**
**-**
**-**|
||(agree balances|with receipts and payments
account(s))|Agreement Error|Agreement Error|
||||**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|
Signed by one or two trustees on behalf of all the trustees
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CC16a
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## **Last year**
## **to the nearest £**
**17,859 3,988 1,920 4 - 630 560 7,813 17,450 1,340 51,564**
**51,564**
**98 32,818 12,183 2,945 - 3,781 1,696 2,409 1,264 - 3,117 60,311**
**60,311 - 8,747 - - - 8,747**
## **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
## **Independent examiner's report on the accounts**
**Section A Independent Examiner’s Report**
**Report to the** Charity Name **trustees/ members of Charity On accounts for the no (if year ended any) Set out on pages**
(remember to include the page numbers of additional sheets)
I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended **DD / MM / YYYY** .
**Responsibilities and** As the charity trustees of the Trust, you are responsible for the **basis of report** preparation of the accounts in accordance with the requirements of the Charities Act 2011 (“the Act”).
I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.
**Independent** I have completed my examination. I confirm that no material **examiner's** matters have come to my attention (other than that disclosed **statement** below *) in connection with the examination which gives me cause to believe that in, any material respect: accounting records were not kept in accordance with section 130 of the Act or the accounts do not accord with the accounting records
I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached.
* _Please delete the words in the brackets if they do not apply._
**Signed: Date: Name: Relevant professional**
1
**IER**
**October 2018**
**qualification(s) or body (if any):**
**Address:**
## **Section B Disclosure**
Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).
2
**IER**
**October 2018**
## **Give here brief details of any items that the examiner wishes to disclose** .
3
**IER**
**October 2018**