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2024-01-31-accounts

Trustees' Annual Report for the period

Period start date Period end date 01 02 2023 31 01 2024

From To

Section A Reference and administration details

Charity name Other names charity is known by Registered charity number (if any) 511188

Walmsley Unitarian Chapel

Charity's principal address Blackburn Road Egerton Bolton Postcode BL7 9PR

Names of the charity trustees who manage the charity

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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

TAR

March 2012

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

Unincorporated Association How the charity is constituted

Appointed by existing Trustees Trustee selection methods

Additional governance issues (Optional information)

You may choose to include additional information, where relevant, about:

Section C Objectives and activities

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 Summary of the objects of the all persons who accept its free religious position and who pay such charity set out in its annual subscription as determined from time governing document

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March 2012

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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:

Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)

Additional details of objectives and activities (Optional information)

TAR

March 2012

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You may choose to include further statements, where relevant, about:

Section D Achievements and performance

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March 2012

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Section D Achievements and erformance p

Summary of the main This has been another busy, happy, productive and blessed year for our achievements of the charity Walmsley Family. during the year Our numbers continue to increase, with new visitors who enjoy the welcome they receive and soon become part of the “family”, and of course our friends from Bank Street who are now firmly ensconced and are an excellent fit within our “family”. Our Trustees continue to care for Walmsley both in terms of ensuring our buildings are well maintained and safe, and importantly in nurturing our congregation and community partners. We held our AGM in April, finally getting back into sync following the disruptions of the pandemic. It was well attended (providing lunch always helps) and members of the congregation showed their interest and commitment with questions and suggestions. Trustees and the whole congregation are keenly supporting Tina, one of our family, who is undertaking Ministry Training. This year we had a summer Garden Festival which was a great success and was organised and delivered predominantly by our community partners Incredible Egerton. Their “Nature Café” continues to thrive and Friday’ are a hive of activity with gardeners, crafters and “lunchers” all enjoying the safe, vibrant atmosphere. Our Annual Christmas Fair was again a happy event and a great success despite our concerns about cost-of-living crisis impacts. Our Maintenance and Improvement Plan has this year delivered repointing and lead work to the front of Chapel to address raining in; has re surfaced the driveway; has extended our car park and widened the gates to ensure easier access for emergency vehicles; and sadly, overseen the felling of sixteen trees blighted by the Ash Die Back virus. Alongside these major works our “Wednesday Gang” continue to address the other maintenance issues. We have continued to deliver our graveyard project which has mapped all our gravestones and memorials, photographed every grave and uploaded over 1400 photos and memorials to the “Find A Grave” website, and have uncovered lots of local social history in the process. We continue to thrive through these events and activities but none of this would be possible without the dedication and commitment of some longstanding members who do the weekly chores which keep the Chapel going. We feel truly blessed to share worship and our faith together and are thankful for the variety and s upport of our visiting preachers.

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March 2012

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Section E Financial review

Brief statement of the

charity’s policy on reserves

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.

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:

Our principal sources of funding are:

Our expenditure enables us to offer:

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) L Cubbin

Full name(s) Lynne Cubbin Position (eg Secretary, Chair, Trustee etc)

Date 14 November 2024

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March 2012

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Charity Name No (if any) Walmsley Unitarian Chapel Receipts and payments accounts CC16a For the period Period start date Period end date To from 01/02/2023 31/01/2024 ~~ee~~ Section A Receipts and payments

Unrestricted
funds		 Restricted
funds		 Restricted Endowment
funds		 Endowment
funds		 Total funds Last year
to the nearest
£		 to the nearest to the nearest £ to the nearest £ to the nearest £ to the nearest £ to the nearest £ to the nearest £
A1 Receipts
Donations,incl Gift Aid and legacies 24,009 - - - - 24,009 38,757
Charitable activities 7,725 - - - - 7,725 9,948
Room Hire 17,206 - - - - 17,206 16,675
Investments 55,938 - - - - 55,938 39
Membership 613 - - - - 613 588
Grants 11,500 - - - - 11,500 6,200
Other 1,033 - - - - 1,033 -
- - - - - - -
Sub total(Gross income for
AR)		 (Gross income for
AR)		 118,024 - - - - 118,024 72,207
A2 Asset and investment sales,
(see table).
-
-
-
-
-
-
-
-
-
Sub total -
-
-
-
-
Total receipts
118,024
-
-
118,024
72,207
~~—————~~
A3 Payments
Cost of events/fundraising 232 - - - - 232 -
Ministers andpulpitpayments 5,334 - - - - 5,334 4,505
Maintenance of buildings 22,855 - - - - 22,855 16,588
Maintenance ofgrounds 12,078 - - - - 12,078 10,755
Other Maintenance - - - - - - 957
Events 504 - - - - 504 380
Electricity,water and heating 10,380 - - - - 10,380 9,245
Cleaning 2,336 - - - - 2,336 4,929
Insurance 2,876 - - - - 2,876 2,698
Memberships,license and fees 2,145 - - - - 2,145 1,061
Other Expenses 3,330 - - - - 3,330 3,387
Telephone andprinting 4,869 - - - - 4,869 3,612
- - - - - - -
- - - - - - -
**Sub total ** 66,939 - - - - 66,939 58,117
Total payments 66,939 - - - - 66,939 58,117
Net of receipts/(payments)
51,085
-
-
51,085
14,090
A5 Transfers between funds
-
- -
-
-
A6 Cash funds last year end
14,500
- -
14,500
20,410
Cash funds this year end
65,585
-
- 65,585
34,500
~~===>~~

CCXX R1 accounts (SS)

29/11/2024

1

Section B Statement of assets and liabilities at Section B Statement of assets and liabilities at Section B Statement of assets and liabilities at Section B Statement of assets and liabilities at Section B Statement of assets and liabilities at the end of the period
Categories
Signed by one or two trustees on
behalf of all the trustees
B5 Liabilities
B3 Investment assets
B2 Other monetary assets
B4 Assets retained for the
charity’s own use
B1 Cash funds		 Details
Cash at Bank
Details
(agree balances with receipts and payments
account(s))
Total cash funds		 Unrestricted
funds
Restricted
funds
to nearest £
to nearest £
65,584
20,000
-
-
-
-
65,584
20,000
Agreement Error
Agreement Error
Unrestricted
funds
Restricted
funds
to nearest £
to nearest £
-
-
-
-
-
-
-
Fund to which
asset belongs
Cost (optional)
57,024
-
67,902
-
-
-
479
-
257
-
Fund to which
asset belongs
Cost (optional)
-
-
-
-
-
-
-
-
-
Fund to which
liability relates
Amount due
(optional)
-
-
-
-
-
Print Name		 Endowment
funds
to nearest £
-
-
-
-
OK
Endowment
funds
to nearest £
-
-
-
-
-
- -
Current value
(optional)
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
-
-
-
-
When due
(optional)
Date of
approval

CCXX R2 accounts (SS)

29/11/2024

2

CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examiner's Report Report to the trusteesl members of On accounts for the year ended Charity no (if any) Cci ID- Set out on pages I report to the trustees on my examination of the accounts of the above charity {'Ihe Trust.) for the year ended Responsibilities and As the charity trustees of the Trust, you are responsible for the preparation basis of report of the accounts in accordance with the requirements of the Charities Act 2011 ('the ACY,). 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. I have completed my examination. I confirm that no material matters have come to my attention (other than that disclosed below ") in connection with the examination which gtves 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 Independent examinerfs statement 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 rf they do not apply. Signed: Date: xF-11-xo Name: Relevant professional qualification(s) or body (if any): Address: Jcf 4L IER October 2018

Section B Disclosure Only complete if the examiner needs to highlight matters of concem (see CC32. Independent examination of charity accounts: directions and guidance for examiners). Give here brief details of any items that the examiner wishes to disclose. IER October 2018