2023-01-31-accounts - Trust Property In Connection With Walmsley Unitarian Chapel

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Trustees' Annual Report for the period

Period start date Period end date 01 02 2022 31 01 2023

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

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20	Trustee name	Office (if any)	Dates acted if not for whole year	Name of person (or body) entitled to appoint trustee (ifany)
	Jim Sheffield	Chair
	Susan Jordan	Secretary
	Thomas Haslam
	Janice Hastie
	Maurice Hastie
	Lynne Cubbin

Names of the trustees for the charity, if any, (for example, any custodian trustees)

Name Dates acted if not for whole year

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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

Constitution

Type of governing document (eg. trust deed, constitution) Unincorporated Association How the charity is constituted (eg. trust, association, company) Appointed by 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

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.

Summary of the main activities undertaken for the public benefit in relation to

Having had regard to the guidance issued by the Charity Commission on public benefit, the activities undertaken by Walmsley Unitarian Chapel for

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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.
these objects (include within  Offering the gardens and grounds to Incredible Edible Egerton this section the statutory who now hold their weekly meetings in the Chapel grounds declaration that trustees have had regard to the guidance  In conjunction with Incredible Edible Egerton offering a weekly issued by the Charity café and meeting place for the community. Commission on public benefit)  Leasing the Chape facilities to a before and after school club that provides a high quality, safe service for local 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.

No private benefit flows from the purposes of the Charity.

Additional details of objectives and activities (Optional information)

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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

Summary of the main achievements of the charity during the year

2022/23 was a busy, interesting, and enjoyable year at Walmsley.

It was the year we tried to get back to normal and catch up on those things that had had to be left due to the stop start nature of the pandemic and its related constraints.

Trustees held a series of weekly meetings at the beginning of the year and reviewed policies, had a good hard look at things we needed to tackle and came up with a list of projects to take us through the year and designed to bring us back to normal.

Those projects included some major maintenance works: We tackled the raining in problem in the porch by having the roof repaired and the whole of the front of Chapel repointed and the bell tower repaired, and our foundation stone renewed. We have resurfaced the drive and undertaken a tree survey which unfortunately identified a number of trees suffering from Ash die back and which are now in a programme for removal.

We also decided to renew and modernise our website, which is currently work in progress, and to review our governance system.

A huge project for us has been the graveyard reconciliation which has involved mapping the whole of our graveyards and memorial gardens and updating our records including checking and recording all inscriptions on the gravestones. This information is currently being collated into one document which we intend to link to our website, so it is more widely accessible. We have also discovered that we have a World War 2 War Grave and are in the process of

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Section D Achievements and performance

obtaining a promotional sign from the Commonwealth War Graves Commission. Throughout the year, we have benefited from a range of visiting preachers bringing a variety of views and thought-provoking services.

We have also welcomed, with open arms, friends from Bank Street Chapel which sadly had to close its doors this year. We consider ourselves very fortunate to now include several members from Bank Street in the Walmsley family.

We have reinstated several of our social activities, ranging from occasional lunches after the Service, to our well attended Christmas Fair. We are also happy to continue host the Incredible Egerton group which maintains a community garden in the Chapel grounds and runs the ever-popular Nature Café, open weekly to the general public.

Overall, a very productive and positive year which has seen us very much on the way back to normal, expanding the congregation in our beautiful historic Chapel, whilst still retaining our unique caring atmosphere which is the “Walmsley Family”.

Section E Financial review

Brief statement of the charity’s policy on reserves Details of any funds materially in deficit Further financial review details Youmay chooseto 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.	The reserves are not used for day-to-day expenditure. We use reserves for capital works to the chapel buildings and grounds if we cannot cover the costs by means of grants or contributions from third parties.
	No funds in deficit.
	(Optional information)
	Our principal sources of funding are:  congregation contributions and donations.  Room hire  possible contributions from regional Unitarian organisation NELUM (for capital works only) Our expenditure enables us to offer:  An active place of worship for non-conformists.  Indoor and outdoor space for community activities for all age We invest only in funds designated suitable for charitable organisations. We invest to retain the value of our existing funds.

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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	L.Cubbin	Jim Sheffield
	Lynne Cubbin	James William Sheffield
	Trustee	Chairman of the Trustees
	15 November 2023

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Charity Name No (if any) TRUST PROPERTY IN CONNECTION WITH WALMSLEY 511188 UNITARIAN CHAPEL

Receipts and payments accounts

CC16a

For the period Period start date Period end date To from 2/1/2022 1/31/2023

Section A Receipts and payments

Unrestricted Restricted Endowment funds funds funds

Total funds Last year

to the nearest £


A1 Receipts Donations 38,757 Gift Aid - Fundraising 7,719 Bank Transfer - Interest 39 Membershipsubscriptions 588 Fees for services 2,229 Room Hire 16,675 Grants 6,200 Sale of investments - 72,207 - - Sub total - Total receipts 72,207 A3 Payments Cost of events/fundraising - Ministers andpulpitpayments 4,505 Maintenance of buildings 16,588 Maintenance ofgrounds 10,755 Other Maintenance 957 Events 380 Electricity,water and heating 9,245 Cleaning 4,929 Insurance 2,698 Memberships,license and fees 1,061 Other Expenses 3,387 Telephone andprinting 3,612 Sub total 58,117 - - Sub total - Total payments 58,117 Net of receipts/(payments) 14,090 A5 Transfers between funds - A6 Cash funds last year end 410 Cash funds this year end 14,500 to the nearest £ *Sub total*(Gross income for AR) A2 Asset and investment sales, (see table). A4 Asset and investment purchases, (see table)	to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 20,000 20,000	to the nearest £	to the nearest £ 38,757 - 7,719 - 39 588 2,229 16,675 6,200 - 72,207 - - - 72,207 - 4,505 16,588 10,755 957 380 9,245 4,929 2,698 1,061 3,387 3,612 58,117 - - - 58,117 14,090 - 20,410 34,500	to the nearest £
		- - - - - - - - - - -	38,757	14,333
			-	4,825
			7,719	2,954
			-	4,000
			39	-
			588	310
			2,229	1,918
			16,675	13,418
			6,200	2,832
			-	20,000
			72,207	64,590

		- - -	-
			-	-
			-	-

		-	72,207	64,590

		- - - - - - - - - - - - -	-	300
			4,505	26,029
			16,588	3,786
			10,755	3,595
			957	-
			380	-
			9,245	3,964
			4,929	1,265
			2,698	2,663
			1,061	2,930
			3,387	-
			3,612	3,230
			58,117	47,762

		- - -	-
			-
			-	-

		-	58,117	47,762

	-	- - - -	14,090	16,828
	-		-	-
	20,000		20,410	3,582
	20,000		34,500	20,410

Section B Statement of assets and liabilities at the end of the period	Section B Statement of assets and liabilities at the end of the period	Section B Statement of assets and liabilities at the end of the period	Section B Statement of assets and liabilities at the end of the period
Categories B1 Cash funds B2 Other monetary assets B3 Investment assets B5 Liabilities B4 Assets retained for the charity’s own use	Details Cash at bank and in hand Details Details Mellon (Newton) Income M&G Charifund Legal & General Black Rock NSI Details Details *Total cash funds* (agree balances with receipts and payments account(s))	to nearest £ 14,500 - - 14,500 OK to nearest £ - - - - - - Endowment Endowment Endowment Endowment Endowment Unrestricted funds Unrestricted funds Fund to which asset belongs Fund to which asset belongs Fund to which liability relates	to nearest £ 20,000 - - 20,000 OK to nearest £ - - - - - - Cost (optional) - - - - - Cost (optional) - - - - - - - - - - - - - - Restricted funds Restricted funds Amount due (optional)	to nearest £ Endowment funds

				-
				-
				-
				OK
				to nearest £ Endowment funds
				-
				-
				-
				-
				-
				-
				Current value (optional)
				53,412
				68,837
				54,116
				452
				257
				Current value (optional)
				-
				-
				-
				-
				-
				-
				-
				-
				-
				When due (optional)
			-
			-
			-
			-
			-

Signed by one or two trustees on behalf of all the trustees

Signature

Print Name

Date of approval

CHARITY COMMISSION FOR ENGLAND ANO WALES Independent examinerfs report on the accounts Section A Independent Examinerfs Report Report to the trusteesl mèmbers of L£4 r14kJc L On accounts for the ¥ear. ended DL3 {if any) Set out on pages l Teport to the trustees on my examination of the accounts of the above diarjty (YieTrust°) for the yoar ended Responsibilities and As the chartty trustees of the Trust, you are responsible for the preparation basis of report of the accounts in accordance vthh 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 Acl and in Garrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145{5)(b) of the Act. I have completed my examination. I confirm that rjp material matters have come to my attention (other than that disdosed below ") in connection wtth the examin4.on which gives me cause to believe that in. any material resped.. account9 records were not kept in accordance with section 130 of the Act or the accounts do not acwrd with Ike accounting records Independent examinerfs statement I IFve no cOnmS and have come across no other matters in connection with the examination to which attentn should be drawnin order lo enable a proper understanding of the accounts to be reached. ' Please delete the words in the brackets if they do not awly. Signed: Date: -2oz Relevant professional qualificationls) or body lif any): Address: 3 if IER October 2018

Section B Disclosure o)mplete rf the examiner needs to highTight malters 01 concern [seeCCY2, Independent examination of charity accounts: directions and guidance for examiners). Give here brief details of any items that the examiner wishes to dissl•8e. IER October 2018