Trustees' Annual Report for the period
| Period start date | Period start date | Period end date | |||
|---|---|---|---|---|---|
| Day | Month | Year | Day Month |
Year |
| From | To | ||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Section A Reference and administration details | Section A Reference and administration details | Section A Reference and administration details | Section A Reference and administration details | Section A Reference and administration details | |||||||||||
| Charity name | Walmsley Unitarian CHapel | ||||||||||||||
| Other names charity is known by | Other names charity is known by | Other names charity is known by | |||||||||||||
| Registered charity number (if any)511188 Charity's principal address Blackburn Road Egerton Bolton Postcode BL7 9PR ~~—~~ |
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| Names of the charity trustees who manage the charity | |||||||||||||||
| Trustee name | Office (if any) | Dates acted if not for whole **year ** |
Name of person (or body) entitled to appoint trustee (ifany) |
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| 1 Jim Sheffield | 1 Jim Sheffield | Chairman | |||||||||||||
| 2 Susan Jordan | 2 Susan Jordan | Secretary | |||||||||||||
| 3 Thomas Haslam | 3 Thomas Haslam | ||||||||||||||
| 4 Janice Hastie | 4 Janice Hastie | ||||||||||||||
| 5 Maurice Hastie | 5 Maurice Hastie | ||||||||||||||
| 6 L | 6 Lynne Cubbin | ||||||||||||||
| 7 | 7 | ||||||||||||||
| 8 | 8 | ||||||||||||||
| 9 | 9 | ||||||||||||||
| 10 | 10 | ||||||||||||||
| 11 | 11 | ||||||||||||||
| 12 | 12 | ||||||||||||||
| 13 | 13 | ||||||||||||||
| 14 | 14 | ||||||||||||||
| 15 | 15 | ||||||||||||||
| 16 | 16 | ||||||||||||||
| 17 | 17 | ||||||||||||||
| 18 | 18 | ||||||||||||||
| 19 | 19 | ||||||||||||||
| 20 | 20 ~~ae~~ |
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| Names of the trustees for the charity, if any, (for example, any custodian trustees) | Names of the trustees for the charity, if any, (for example, any custodian trustees) | Names of the trustees for the charity, if any, (for example, any custodian trustees) | Names of the trustees for the charity, if any, (for example, any custodian trustees) | ||||||||||||
| Name | Dates acted if not for whole year |
Section A Reference and administration details
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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
Type of governing document
Constitution
- (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;
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trustees’ consideration of major risks and the system and procedures to manage them.
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 to time. governing document
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| 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) |
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. • Offering the gardens and grounds to Incredible Edible Egerton who now hold their weekly meetings in the Chapel grounds • In conjunction with Incredible Edible Egerton offering a weekly café and meeting place for the community. • 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. |
|---|---|
Additional details of objectives and activities (Optional information)
You may choose to include further statements, where relevant, about:
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policy on grantmaking;
-
policy programme related investment;
-
contribution made by volunteers.
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Section D Achievements and performance
Summary of the main achievements of the charity during the year
2024 was yet another busy and productive year for our Walmsley Family; and despite all the troubles in the world, remained, for us, a place of calm, solace, support and love. We have continued to enjoy the variety and richness of visiting preachers and have built a loving relationship with a small number who take services more regularly. Our numbers remained stable, with those who joined us in 2023 becoming more and more engaged in our activities and cementing their places within the “family”. As with many places of worship, we have been affected by absences, due to ill health and change in circumstances, but have supported those who are able to return and are thankful for their return to good health and even more thankful to see them back in Chapel. We have continued, in the Walmsley way, to hold events and lunches and have branched out with new ventures too. Our Summer Garden Festival and Christmas Fair continue to be as popular as ever and add very welcome income to our coffers. Our partnership with “Incredible Egerton” also continues to thrive. Providing opportunities for people from the community to meet and develop friendships and provides yet another safe and accessible space. The Trustees as always are keen to maintain and improve our beautiful buildings and grounds, not only to ensure the health and safety of current users, but also to protect its longevity for the future. This year we have replaced the windows in the tearoom and kitchen areas of the schoolroom; and are awaiting its redecoration. Much needed external pointing is also scheduled for 2025! This year has also seen the completion of the extension to our car park and the weeding and planting of the earth mound surrounding it. A mammoth task, but one made manageable by the many volunteers who have turned out, on numerous occasions, and in some terrible weather to weed and plant. The “Wednesday Gang” continue to meet fortnightly from Easter to October and undertake a wide variety of maintenance tasks from garden tidying to erecting signs, painting handrails to general tidying. As a Chapel, as a congregation, as friends, and above all as the Walmsley Family, we continue to thrive and support each other. We are blessed to have our long standing members, the unsung heroes, who undertake the weekly tasks without which none of this would be possible.
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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 buildings and grounds if we are unable to raise the full amount from grant applications or contributions from members of the congregation and others.
Details of any funds materially No funds in deficit in deficit
Further financial review details (Optional information)
You may choose to include additional information, where relevant about:
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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.
Section F Other optional information
Our principal sources of funding are:
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congregation contributions and donations.
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Room hire
-
possible contributions from regional Unitarian organisation NELUM (for capital works only)
Our expenditure enables us to offer:
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An active place of worship for non-conformists.
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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.
Section G Declaration
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s) Jim Sheffield Full name(s) Lynne Cubbin Position (eg Secretary, Chair, Trustee Chair etc) Date 12 November 2025
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| Charity Name | No (if any) | No (if any) | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 01/02/2024 31/01/2025 Receipts and payments accounts Period start date Period end date To For the period from ~~ee~~ ~~ee~~ ~~ee ee~~ |
CC16a | |||||||||
| Section A Receipts and payments | ||||||||||
| Unrestricted funds |
Restricted 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 £ | |||||
| A1 Receipts | ||||||||||
| Donations inclgifts and legacies | 69,102 | - | - | 69,102 | 24,009 | |||||
| Charitable activities | 2,750 | - | - | 2,750 | 7,725 | |||||
| room hire | 20,377 | - | - | 20,377 | 17,206 | |||||
| investments | - | - | - | - | 55,938 | |||||
| membership | 770 | - | - | 770 | 613 | |||||
| grants | 9,850 | - | - | 9,850 | 11,500 | |||||
| Other tradingactivities | 6,169 | - | - | 6,169 | - | |||||
| Other | - | - | - | - | 1,033 | |||||
| Sub total(Gross income for | (Gross income for | |||||||||
| AR) | AR)109,018 | - | - | 109,018 | 118,024 | |||||
| A2 Asset and investment sales, (see table). - - - - - - - - - Sub total - - - - - Total receipts 109,018 - - 109,018 118,024 ~~—————~~ |
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| A3 Payments | ||||||||||
| Charitable donations | 1,559 | - | - | 1,559 | - | |||||
| Ministers Pulpit & organ | 5,390 | - | - | 5,390 | 5,334 | |||||
| Buildings maintenance | 28,878 | - | - | 28,878 | 22,855 | |||||
| Grounds maintenance | 20,144 | - | - | 20,144 | 12,078 | |||||
| Events incl costs | - | - | - | - | 736 | |||||
| Electricity,water,heating | 9,389 | - | - | 9,389 | 10,380 | |||||
| Cleaning& equipmentpurchase | 4,541 | - | - | 4,541 | 2,336 | |||||
| Insurance & accountancy | 3,223 | 3,223 | 2,876 | |||||||
| Membership,licence and fees | 1,995 | 1,995 | 2,145 | |||||||
| Other expenses | 395 | 395 | 3,330 | |||||||
| Website &printing | 3,966 | - | - | 3,966 | 4,869 | |||||
| 79,480 | - | - | 79,480 | 66,939 | ||||||
| A4 Asset and investment purchases, (see table) - - - - - - - - Sub total - - - - - Total payments 79,480 - - 79,480 66,939 ~~——————~~ |
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| Net of receipts/(payments) A5 Transfers between funds A6 Cash funds last year end Cash funds this year end |
29,538 - - 29,538 51,085 - - - - - - - - - - 29,538 - - 29,538 51,085 ~~===>~~ |
CCXX R1 accounts (SS)
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| 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 | ||
|---|---|---|---|---|
| Unrestricted Restricted |
Endowment | |||
| Categories | Details | funds funds |
funds | |
| to nearest £ to nearest £ |
to nearest £ | |||
| B1 Cash funds | 24,637 - - 60,926 - - 273 - - 85,836 - - Agreement Error OK OK Total cash funds (agree balances with receipts and payments account(s)) cash in current account cash in savings account float ~~SSS=~~ |
|||
| Unrestricted Restricted |
Endowment | |||
| funds funds |
funds | |||
| Details | to nearest £ to nearest £ |
to nearest £ | ||
| B2 Other monetary assets | 103,234 - - 74,739 - - - - - 481 - - 257 - - - - - Mellon (Newton) Income Fund M&G Charifund Legal and General Black Rock NSI ~~===~~ |
|||
| B3 Investment assets | Fund to which asset belongs Cost (optional) Current value (optional) - - - - - - - - - - Details ~~===~~ |
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| B4 Assets retained for the charity’s own use |
Fund to which asset belongs Cost (optional) Current value (optional) - - - - - - - - - - - - - - - - - - Details ~~====~~ |
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| Fund to which Amount due |
When due | |||
| B5 Liabilities | liability relates (optional) (optional) - - - - - Details ~~===~~ |
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| Signed by one or two trustees on behalf of all the trustees |
Signature | Print Name | Date of approval |
|
| Jim Sheffield | 06-Apr-25 | |||
| Lynne Cubbin | 06-Apr-25 |
CCXX R2 accounts (SS)
18/11/2025
2
CHARITY COMMISSION . J FOR ENGLAND AND WALES Independent examinerfs report on the accounts Section A Independent Examiner's Report Report to the trustees On accounts for the year ended Charity no (if any) £(IiE8 Set out on pages I report to Ihe trustees on my examination of the accounts of the above charity ('the Trust.) for the year ended Responsibillties and basis of report As the charitys trustees, you are SPonSible for the preparation of the accounts in accordance with the requirements of the Chariti'es 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 carying out my examination. I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act. Independent trhe charity's gross inc(xne exceeded £250,000 and l am qualified to examlner's statement undertake the examination by being a qualtfied member of [insert name of applicable listed body]J. Delete [ } rf not applicable. I have completed my examination. I confirm that no material matters have come to my attention in connection with the examinats'on (other than that disclosed below ") which gives me cause to believe that in, any material respect: the accounting records were not kept in accordan with section 130 of the Charities Act" or the accounts did not accord with the accounting records. or the accounts did not comply with the applicable requirefflents conceming the fomi and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a Irue and fair, view which is not a matter considered as part of an independent examination. I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached. . Please d lata th words in the brackets rf they do not apply. Signed: Date: Name: Relevant professional qualification(s) or body IER Oct 2018
(if any): Address: Section B Disclosure Only complete rf the examiner needs to highlight material 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 Oct 2018