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2024-08-31-accounts

REGISTERED CHARITY NUMBER: 1127336

Report of the Trustees and

Unaudited Financial Statements for the Year Ended 31 August 2024

for

WOKINGHAM METHODIST CHURCH

BWBCA Limited Dukes Court Duke Street Woking Surrey GU21 5BH

WOKINGHAM METHODIST CHURCH

Contents of the Financial Statements for the Year Ended 31 August 2024

Page
Report of the Trustees 1 to 4
Independent Examiner's Report 5
Statement of Financial Activities 6
Balance Sheet 7
Notes to the Financial Statements 8 to 17
Detailed Statement of Financial Activities 18 to 19

WOKINGHAM METHODIST CHURCH

Report of the Trustees for the Year Ended 31 August 2024

The trustees present their report with the financial statements of the charity for the year ended 31 August 2024. The trustees have adopted the provisions of Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019).

OBJECTIVES AND ACTIVITIES

Objectives and aims

The purposes of the Methodist Church are and shall be deemed to have been since the date of union the advancement of:

a) The Christian faith in accordance with the doctrinal standards and the discipline of the Methodist Church; and

b) Any charitable purpose for the time being of any Connexional, district, circuit, local or other organisation of the Methodist Church;

c) Any charitable purpose for the time being of any society or institution subsidiary or ancillary to the Methodist Church;

d) Any purpose for the time being of any charity being a charity subsidiary or ancillary to the Methodist Church.

The Church is one of a group of local churches within the Berkshire Surrey Borders Methodist Circuit. Circuits combine to form about 30 districts in Britain. Although there is some autonomy, all Methodist organisations in Britain are governed by statutes determined by the Methodist Conference and which are published in the Constitutional Practice and Discipline of the Methodist Church. The Conference is the body that agrees policy for the Methodist Church. Business for the Conference to decide upon is prepared by the Methodist Council, an elected body that meets regularly. Both Conference and Council consist of lay and clerical members.

Public benefit

The trustees have considered the guidance provided by the Charity Commission in connection with public benefit and the work of the church.

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

a) Provision of regular public acts of worship open to members of the church and non-members alike

b) Pastoral work including visiting the sick and bereaved

c) Promotion of Christian activities through the staging of events and services

d) Supporting other charities in the UK and overseas financially and with prayer

e) The teaching of Christianity through sermons, courses and small groups

Grant-making

The Church does not make grants to organisations outside the Methodist Church from its own funds, but it does often provide a channel for its members to make contributions to other charitable organisations working in the local community or globally to further objectives that are complementary to our own objectives.

Volunteers

In line with many other charities, the Church relies on its volunteers to carry out its work in the community. The Church Council and Minister thank all the members and adherents who assist in this way for their support.

Page 1

WOKINGHAM METHODIST CHURCH

Report of the Trustees for the Year Ended 31 August 2024

ACHIEVEMENT AND PERFORMANCE

Charitable activities

Our Church continued to offer a wide range of Christian worship and community service this year. Worship takes place in the church building each week, and a recording of the service is provided online the same day. A weekly pastoral letter and notice sheet is distributed by email, and we have also taken care to maintain contact and support for the housebound and those without internet connections.

We also offer alternative forms of worship. 'Creative Spirit' is our monthly midweek art and craft-based worship sessions, exploring Biblical and spiritual themes. Our Saturday morning Breakfast Church met several times in the year, providing an informal worship opportunity with breakfast and activities for all ages. A new initiative from March this year was our monthly Wednesday Worship, in conjunction with our Alzheimer's Café, which offers a short service particularly suitable for those attending the café, including the carers.

The Bradbury centre continued to be used for a variety of both Church sponsored and community based activities, and we are pleased that the use of the centre has increased again this year. As in previous years, we have held regular fund raising events for local and national charities such as Wokingham In Need, Autism Berkshire and Macmillan Cancer Care, and we are grateful for the assistance of pupils and staff of Chiltern Way Academy in running these events.

Following a successful trial last year, we again ran our popular August Thursday Afternoon sessions, open to anyone to drop in free of charge for refreshments, entertainment, board games, knitting and companionship in a month when many other activities take a break.

We have continued our work with young people and young families in the Church and surrounding community. Our Little Fishes play café offers free safe play space for preschool children and their carers, and is very popular. We continue to explore opportunities for activities for school-age children and young people and maintain contact with their families.

Our Community Outreach Worker is engaged in various projects promoting our work in the local community. The Alzheimer's café for people living with dementia and their carers, and its associated support group for carers, continued to be very popular, vital services, attracting a number of new people.

Café Mosaic continues to thrive, offering light refreshments and lunches in a pleasant place to sit and chat. The café is a popular meeting place for several community and charity groups. We are delighted to have the assistance of our friends from CLASP, a local charity helping people with learning disabilities.

Our work is supported by a large number of volunteers, particularly in Café Mosaic and in our work with children and young people. All our workers dealing with children, young people and vulnerable adults are DBS checked and participate in safeguarding training as required by The Methodist Church.

FINANCIAL REVIEW

Reserves policy

It is the policy of the Church to maintain unrestricted funds, which are the free reserves of the Church, at a level which equates to at least four months unrestricted expenditure in order to provide sufficient funds to cover management, administration and support costs in the immediate future, plus a sum to cover future maintenance liabilities.

The Property Fund (part of the Restricted Funds) stands at £24,704 after net expenditure of £3,588 in the year. Quinquennial inspections take place every five years to identify any refurbishment work required. The trustees reviewed the report of the inspection carried out in the summer of 2023 and determined that no significant additional works were required beyond the existing programme of care and maintenance. Given the age of the building, we feel it prudent to maintain the property reserve.

Page 2

WOKINGHAM METHODIST CHURCH

Report of the Trustees for the Year Ended 31 August 2024

FINANCIAL REVIEW

The Charity recorded a deficit of £9,054 (2023: £5,776) on its unrestricted funds for the year.

During the year, no legacies were received (2023: £2,000).

Unrestricted funds (note 16)

Unrestricted funds have decreased to £1,310,174 (2023: £1,319,228). Included in these reserves is a revaluation fund of £1,186,652 for the freehold property based on a valuation undertaken in 2004.

The trustees have previously agreed to designate certain funds to aid the future work of the church; accordingly, there is a Future Staffing fund and a Technology fund, both of which can be re-allocated to general purposes, if need be. Other designated funds include the Alzheimer's Café and Fish Mosaic funds.

Restricted funds (note 16)

Total restricted funds are £436,976 (2023: £497,791). The main expenditure in the year is the depreciation charge on the Bradbury development of £57,228 (2023: £57,227) which relates to the redevelopment project.

FUTURE PLANS

The Minister, Stewards and Church Council are considering ways to increase our activities and the use of our premises in line with our charitable objectives. The ongoing work in the Community Centre is an ever present challenge to us all as we shall continue to need many volunteers and committed members to organise the various planned activities.

STRUCTURE, GOVERNANCE AND MANAGEMENT

Governing document

Methodist Church Act 1976.

Recruitment and appointment of new trustees

Certain members are appointed to Church Council by virtue of the office they hold within the Church. Church Council is responsible for making such appointments.

Church Stewards and Representatives of the congregation are appointed at the Church Annual General Meeting normally held in March or April each year.

Organisational structure

Overall control rests with the Methodist Conference.

The Connexional Office implements decisions made by Conference and is also responsible for the stationing of Ministers in individual Circuits.

Connexional decisions are passed to the chair of the District and the appropriate Officers of the District for regional implementation.

The District pass the control down to Circuit level for local implementation by the Superintendent Minister, Ministerial Staff and Circuit stewards, and authority is delegated to the circuit meeting for certain matters.

The Circuit Meeting passes control down to the Church Councils for local implementation by the Minister, the Church Stewards and other officers, and authority is delegated to Church Councils acting as Managing Trustees.

The Methodist Connexional year runs from 1 September to 31 August.

Risk management

The trustees have a duty to identify and review the risks to which the charity is exposed and to ensure appropriate controls are in place to provide reasonable assurance against fraud and error. Financial procedures and controls are reviewed regularly.

Page 3

Page 3

WOKINGHAM METHODIST CHURCH

Report of the Trustees for the Year Ended 31 August 2024

REFERENCE AND ADMINISTRATIVE DETAILS Registered Charity number 1127336

Principal address

The Methodist Centre Rose Street Wokingham Berkshire RG40 1XS

Trustees

C Bowstead, H Ani, J Bonney, S Colbourn, I Cole, J Horsnell, M Jackson, J Jones, C Knight, G Manning, C Morgan, D Morgan, R MorganBarry, J Rodhouse, C Rooke-Matthews, M Shepherd, M Souter, K Tame, K Weir, M Wells, L Wheaton and J Williams.

The following Trustee was appointed during the year to 31 August 2024: J Williams (April 2024)

The following Trustee ceased to be a Trustee during the year to 31 August 2024: D Goddard (August 2024)

The following Trustee ceased to be a Trustee after 31 August 2024 but prior to the date of this report: C Knight (November 2024)

Independent Examiner

BWBCA Limited Dukes Court Duke Street Woking Surrey GU21 5BH

Bankers

Lloyds Bank PLC Victoria Branch PO Box 1000 BX1 1LT

Approved by order of the board of trustees on ............................................. and signed on its behalf by:

........................................................................ C Bowstead - Trustee

Page 4

Independent Examiner's Report to the Trustees of Wokingham Methodist Church

Independent examiner's report to the trustees of Wokingham Methodist Church

I report to the charity trustees on my examination of the accounts of Wokingham Methodist Church (the Trust) for the year ended 31 August 2024.

Responsibilities and basis of report

As the charity trustees of the Trust you are responsible for the 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 Act and in carrying out my examination I have followed all applicable Directions given by the Charity Commission under Section 145(5)(b) of the Act.

Independent examiner's statement

Since your charity's gross income exceeded £250,000 your examiner must be a member of a listed body. I can confirm that I am qualified to undertake the examination because I am a member of the Institute of Chartered Accountants in England and Wales, which is one of the listed bodies.

I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:

  1. accounting records were not kept in respect of the Trust as required by Section 130 of the Act; or

  2. the accounts do not accord with those records; or

  3. the accounts do not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a true 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.

P Williams FCA

BWBCA Limited Dukes Court Duke Street Woking Surrey GU21 5BH

Date: .............................................

Page 5

WOKINGHAM METHODIST CHURCH

Statement of Financial Activities for the Year Ended 31 August 2024

Notes
INCOME AND ENDOWMENTS FROM
Donations and legacies
2
Charitable activities
5
Church activities
Other trading activities
3
Investment income
4
Total
EXPENDITURE ON
Charitable activities
6
Church activities
Other
8
Total
NET INCOME/(EXPENDITURE)
RECONCILIATION OF FUNDS
Total funds brought forward
TOTAL FUNDS CARRIED FORWARD
Unrestricted Restricted
funds
funds
£
£
129,996
1,500
75,888
-
108,064
-
2,924
3,344
316,872
4,844
262,130
57,970
63,796
7,689
325,926
65,659
(9,054)
(60,815)
1,319,228
497,791
1,310,174
436,976
31.8.24
Total
funds
£
131,496
75,888
108,064
6,268
321,716
320,100
71,485
391,585
(69,869)
1,817,019
1,747,150
31.8.23
Total
funds
£
127,404
71,193
91,755
4,557
294,909
299,862
61,230
361,092
(66,183)
1,883,202
1,817,019

The notes form part of these financial statements

Page 6

WOKINGHAM METHODIST CHURCH

Balance Sheet 31 August 2024

Notes
FIXED ASSETS
Tangible assets
12
CURRENT ASSETS
Debtors
13
Investments
14
Cash at bank
CREDITORS
Amounts falling due within one year
15
NET CURRENT ASSETS
TOTAL ASSETS LESS CURRENT LIABILITIES
NET ASSETS
FUNDS
16
Unrestricted funds
Restricted funds
TOTAL FUNDS
Unrestricted Restricted
funds
funds
£
£
1,186,652
418,204
49,459
-
20,000
-
97,798
18,772
167,257
18,772
(43,735)
-
123,522
18,772
1,310,174
436,976
1,310,174
436,976
31.8.24
Total
funds
£
1,604,856
49,459
20,000
116,570
186,029
(43,735)
142,294
1,747,150
1,747,150
1,310,174
436,976
1,747,150
31.8.23
Total
funds
£
1,661,315
45,757
20,000
135,213
200,970
(45,266)
155,704
1,817,019
1,817,019
1,319,228
497,791
1,817,019

The financial statements were approved by the Board of Trustees and authorised for issue on ............................................. and were signed on its behalf by:

............................................. C Bowstead - Trustee

............................................. K Weir - Trustee

The notes form part of these financial statements

Page 7

WOKINGHAM METHODIST CHURCH

Notes to the Financial Statements for the Year Ended 31 August 2024

1. ACCOUNTING POLICIES

Basis of preparing the financial statements

The financial statements of the charity, which is a public benefit entity under FRS 102, have been prepared in accordance with the Charities SORP (FRS 102) 'Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019)', Financial Reporting Standard 102 'The Financial Reporting Standard applicable in the UK and Republic of Ireland' and the Charities Act 2011. The financial statements have been prepared under the historical cost convention.

The financial statements are prepared in sterling which is the functional currency of the charity and rounded to the nearest £.

The charity has taken advantage of the following disclosure exemption in preparing these financial statements, as permitted by FRS 102 'The Financial Reporting Standard applicable in the UK and Republic of Ireland':

Income

All income is recognised in the Statement of Financial Activities once the charity has entitlement to the funds, it is probable that the income will be received and the amount can be measured reliably.

For legacies, entitlement is taken as the earlier of the date on which either: the charity is aware that probate has been granted, the estate has been finalised and notification has been made by the executor(s) to the Trust that a distribution will be made, or when a distribution is received from the estate. Receipt of a legacy, in whole or in part, is only considered probable when the amount can be measured reliably and the charity has been notified of the executor’s intention to make a distribution. Where legacies have been notified to the charity, or the charity is aware of the granting of probate, and the criteria for income recognition have not been met, then the legacy is a treated as a contingent asset and disclosed if material.

Donated services or facilities are recognised when the charity has control over the item, any conditions associated with the donated item have been met, the receipt of economic benefit from the use of the facility or item is probable and that economic benefit can be measured reliably. In accordance with the Charities SORP (FRS 102), general volunteer time is not recognised and refer to the Trustees' report for more information about their contribution.

On receipt, donated professional services and donated facilities are recognised on the basis of the value of the gift to the charity which is the amount the charity would have been willing to pay to obtain services or facilities of equivalent economic benefit on the open market; a corresponding amount is then recognised in expenditure in the period of receipt.

Expenditure

Liabilities are recognised as expenditure as soon as there is a legal or constructive obligation committing the charity to that expenditure, it is probable that a transfer of economic benefits will be required in settlement and the amount of the obligation can be measured reliably. Expenditure is accounted for on an accruals basis and has been classified under headings that aggregate all cost related to the category. Where costs cannot be directly attributed to particular headings they have been allocated to activities on a basis consistent with the use of resources.

Volunteers and donated services and facilities

The value of services provided by volunteers is not incorporated into these financial statements.

Going concern

The trustees have continued to adopt the going concern basis for preparing these financial statements. They have done so on the grounds that the charity has and continues to have sufficient funds to meet its obligations

continued...

Page 8

a5 they fall due. Page 8 continued...

WOKINGHAM METHODIST CHURCH

Notes to the Financial Statements - continued for the Year Ended 31 August 2024

1. ACCOUNTING POLICIES - continued

Tangible fixed assets

Depreciation is provided at the following annual rates in order to write off each asset over its estimated useful life.

Development expenditure - 10% on cost and 4% on cost Furniture, fittings & equipment - 25% on cost, 20% on cost and 10% on cost

Tangible fixed assets are carried at cost, net of depreciation and any provision for impairment. Depreciation is not charged on freehold land.

Taxation

The charity is exempt from tax on its charitable activities.

Funds structure

General funds are unrestricted funds which are available for use at the discretion of the Trustees in furtherance of the general objectives of the charity and which have not been designated for other purposes.

Designated funds comprise unrestricted funds that have been set aside by the Trustees for particular purposes. The aim and use of each designated fund is set out in the notes to the financial statements.

Restricted funds are funds which are to be used in accordance with specific restrictions imposed by donors or which have been raised by the charity for particular purposes. The costs of raising and administering such funds are charged against the specific fund. The aim and use of each restricted fund is set out in the notes to the financial statements.

Debtors

Trade and other debtors are recognised at the settlement amount after any trade discount offered. Prepayments are valued at the amount prepaid net of any trade discounts due.

Liabilities and provisions

Liabilities are recognised when there is an obligation at the balance sheet date as a result of a past event, it is probable that a transfer of economic benefit will be required in settlement, and the amount of the settlement can be estimated reliably. Liabilities are recognised at the amount that the charity anticipates it will pay to settle the debt or the amount it has received as advanced payments for the goods or services it must provide. Provisions are measured at the best estimate of the amounts required to settle the obligation.

Investments

Investments are included as current assets at their market value.

2. DONATIONS AND LEGACIES

Tax recovered under covenant and gift aid
Legacies
Standing orders, donations and collections
Collections for external organisations
Sundry donations
31.8.24
£
22,902
-
88,192
909
19,493
131,496
31.8.23
£
22,807
2,000
92,499
3,316
6,782
127,404

Included within sundry donations is £nil (2023: £2,954) which relates to the recovery of misappropriated

continued...

Page 9

funds. Page 9 continued...

WOKINGHAM METHODIST CHURCH

Notes to the Financial Statements - continued for the Year Ended 31 August 2024

3.
OTHER TRADING ACTIVITIES
Lettings
Coffee shop
Reprographics & printing
Feed in tariff
4.
INVESTMENT INCOME
Deposit account interest
5.
INCOME FROM CHARITABLE ACTIVITIES
Income from internal church organisations
Circuit grants
District grants
6.
CHURCH ACTIVITIES
Church activities
7.
SUPPORT COSTS
Management
£
Other resources expended
-
Church activities
258,851
258,851
Direct
Costs
£
60,872
Finance
£
-
377
377
31.8.24
£
80,189
23,608
246
4,021
108,064
31.8.24
£
6,268
31.8.24
£
57,648
18,240
-
75,888
Support
costs (see
note 7)
£
259,228
Governance
costs
£
2,833
-
2,833
31.8.23
£
60,683
26,883
333
3,856
91,755
31.8.23
£
4,557
31.8.23
£
53,243
17,450
500
71,193
Totals
£
320,100
Totals
£
2,833
259,228
262,061

continued...

Page 10

WOKINGHAM METHODIST CHURCH

Notes to the Financial Statements - continued for the Year Ended 31 August 2024

7. SUPPORT COSTS - continued

Support costs, included in the above, are as follows:

Management

Insurance
Postage and stationery
Circuit assessment
Depreciation
Youth & community and admin costs
Charity running costs
Finance
Bank charges
Governance costs
Independent examiner fees
Accountancy
Bookkeeping
8.
OTHER
Coffee shop costs
Cleaning
Repairs - routine maintenance
Repairs - service contracts
Telephone & internet
Utilities
Repairs - programmed refurb
Support costs
31.8.24
Church
activities
£
4,489
2,110
94,600
58,508
93,881
5,263
258,851
31.8.24
Church
activities
£
377
31.8.24
Other
resources
expended
£
500
855
1,478
2,833
31.8.24
£
8,779
25,906
2,853
10,110
2,359
10,956
7,689
2,833
71,485
31.8.23
Total
activities
£
4,176
1,259
87,600
58,317
88,674
8,394
248,420
31.8.23
Total
activities
£
446
31.8.23
Total
activities
£
500
960
-
1,460
31.8.23
£
6,760
23,677
4,228
6,974
2,329
10,442
5,360
1,460
61,230

continued...

Page 11

WOKINGHAM METHODIST CHURCH

Notes to the Financial Statements - continued for the Year Ended 31 August 2024

9. TRUSTEES' REMUNERATION AND BENEFITS

C Knight is a Trustee of the Charity who is employed by the Circuit as a Church and Community Outreach Team Leader. She provides the Charity with services including youth and community outreach as well as management of the Bradbury Centre and its support team. In the financial year 2023-24 the Charity contributed £30,400 (2022-23 £27,662) to the Circuit towards the cost of providing those services.

No other trustee or member of the Church Council has received any remuneration although some have been repaid for sums paid out on behalf of the church.

Trustees' expenses

The following trustees were reimbursed expenses during the year:

C Rooke-Matthew
C Bowstead
G Manning
I Cole
D Goddard
J Jones
C Knight
C Morgan
M Souter
K Tame
31.8.24
£
73
-
100
144
127
222
355
288
472
322
2,103
31.8.23
£
-
11
230
-
-
-
241

The nature of the expenses relates to the everyday general running of the charity.

10. STAFF COSTS

The church has not paid any salaries, although a contribution has been made to the Circuit towards the ministers' stipends and a contribution is also made towards the salary of Church and Community Outreach Team Leader. These costs are shown under support costs.

11. 2023 - COMPARATIVE FOR THE STATEMENT OF FINANCIAL ACTIVITIES

INCOME AND ENDOWMENTS FROM
Donations and legacies
Charitable activities
Church activities
Other trading activities
Investment income
Total
Unrestricted Restricted
funds
funds
£
£
127,404
-
71,193
-
91,755
-
2,191
2,366
292,543
2,366
Total
funds
£
127,404
71,193
91,755
4,557
294,909

EXPENDITURE ON

continued...

Page 12

Charitable activities
Church activities 242,449 57,413 299,862
Other 55,870 5,360 61,230

continued...

Page 12

WOKINGHAM METHODIST CHURCH

Notes to the Financial Statements - continued for the Year Ended 31 August 2024

11. 2023 - COMPARATIVE FOR THE STATEMENT OF FINANCIAL ACTIVITIES - continued

Total
NET INCOME/(EXPENDITURE)
RECONCILIATION OF FUNDS
Total funds brought forward
TOTAL FUNDS CARRIED FORWARD
12.
TANGIBLE FIXED ASSETS
Freehold
land &
buildings
£
COST
At 1 September 2023
1,186,652
Additions
-
At 31 August 2024
1,186,652
DEPRECIATION
At 1 September 2023
-
Charge for year
-
At 31 August 2024
-
NET BOOK VALUE
At 31 August 2024
1,186,652
At 31 August 2023
1,186,652
13.
DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
Trade debtors
Gift aid receivable
Prepayments & accrued income
Unrestricted Restricted
Total
funds
funds
funds
£
£
£
298,319
62,773
361,092
(5,776)
(60,407)
(66,183)
1,325,004
558,198
1,883,202
1,319,228
497,791
1,817,019
Furniture,
Development
fittings
expenditure
& equipment Totals
£
£
£
1,466,448
48,229
2,701,329
-
2,049
2,049
1,466,448
50,278
2,703,378
994,596
45,418
1,040,014
57,228
1,280
58,508
1,051,824
46,698
1,098,522
414,624
3,580
1,604,856
471,852
2,811
1,661,315
31.8.24
31.8.23
£
£
2,203
183
9,602
8,664
37,654
36,910
49,459
45,757

continued...

Page 13

WOKINGHAM METHODIST CHURCH

Notes to the Financial Statements - continued for the Year Ended 31 August 2024

14. CURRENT ASSET INVESTMENTS

Central Finance Board Accounts - TMCP TIF
CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
Trade creditors
VAT
Accruals and deferred income
Accrued expenses
Year Ended
31.8.24
£
20,000
Year Ended
31.8.23
£
20,000
31.8.24
31.8.23
£
£
195
127
418
30
42,022
44,009
1,100
1,100
43,735
45,266

15. CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR

16. MOVEMENT IN FUNDS

Unrestricted funds
General fund
Revaluation fund - property
Technology fund
Internal church organisations
Minister's Discretionary fund
Rose St fund
Future staffing fund
Alzheimers cafe fund
Fish Mosaic fund
Night shelter
Charity pass through
Appeal fund
Restricted funds
Redevelopment fund
Property fund
TOTAL FUNDS
At 1.9.23
£
58,201
1,186,652
1,516
18,981
974
1,200
25,299
1,038
2,217
348
259
22,543
1,319,228
469,499
28,292
497,791
1,817,019
Net
movement
in funds
£
5,907
-
-
(555)
-
-
(13,062)
(1,344)
-
-
-
-
(9,054)
(57,227)
(3,588)
(60,815)
(69,869)
At
31.8.24
£
64,108
1,186,652
1,516
18,426
974
1,200
12,237
(306)
2,217
348
259
22,543
1,310,174
412,272
24,704
436,976
1,747,150

continued...

Page 14

WOKINGHAM METHODIST CHURCH

Notes to the Financial Statements - continued for the Year Ended 31 August 2024

16. MOVEMENT IN FUNDS - continued

Net movement in funds, included in the above are as follows:

Unrestricted funds
General fund
Internal church organisations
Future staffing fund
Alzheimers cafe fund
Charity pass through
Restricted funds
Redevelopment fund
Property fund
TOTAL FUNDS
Incoming
resources
£
254,148
57,648
-
2,407
2,669
316,872
-
4,844
4,844
321,716
Resources
Movement
expended
in funds
£
£
(248,241)
5,907
(58,203)
(555)
(13,062)
(13,062)
(3,751)
(1,344)
(2,669)
-
(325,926)
(9,054)
(57,227)
(57,227)
(8,432)
(3,588)
(65,659)
(60,815)
(391,585)
(69,869)

Comparatives for movement in funds

Unrestricted funds
General fund
Revaluation fund - property
Technology fund
Internal church organisations
Minister's Discretionary fund
Rose St fund
Future staffing fund
Alzheimers cafe fund
Fish Mosaic fund
Night shelter
Charity pass through
Appeal fund
Restricted funds
Redevelopment fund
Property fund
TOTAL FUNDS
At 1.9.22
£
58,753
1,186,652
1,516
12,960
528
1,200
37,122
1,893
2,217
348
668
21,147
1,325,004
526,726
31,472
558,198
1,883,202
Net
movement
in funds
£
(552)
-
-
6,021
446
-
(11,823)
(855)
-
-
(409)
1,396
(5,776)
(57,227)
(3,180)
(60,407)
(66,183)
At
31.8.23
£
58,201
1,186,652
1,516
18,981
974
1,200
25,299
1,038
2,217
348
259
22,543
1,319,228
469,499
28,292
497,791
1,817,019

continued...

Page 15

WOKINGHAM METHODIST CHURCH

Notes to the Financial Statements - continued for the Year Ended 31 August 2024

16. MOVEMENT IN FUNDS - continued

Comparative net movement in funds, included in the above are as follows:

Unrestricted funds
General fund
Internal church organisations
Minister's Discretionary fund
Future staffing fund
Alzheimers cafe fund
Charity pass through
Appeal fund
Restricted funds
Redevelopment fund
Property fund
TOTAL FUNDS
Incoming
resources
£
232,232
53,243
446
-
1,911
3,315
1,396
292,543
-
2,366
2,366
294,909
Resources
Movement
expended
in funds
£
£
(232,784)
(552)
(47,222)
6,021
-
446
(11,823)
(11,823)
(2,766)
(855)
(3,724)
(409)
-
1,396
(298,319)
(5,776)
(57,227)
(57,227)
(5,546)
(3,180)
(62,773)
(60,407)
(361,092)
(66,183)

Unrestricted funds

Unrestricted funds comprise those funds which the trustees are free to use in accordance with the charitable objects. As can be seen from the above table, the trustees have chosen to designate some of these funds for particular purposes. Designation is for internal reporting purposes and can be revised by the trustees at a later date.

Restricted funds

Restricted funds are funds provided for a particular purpose or projects and accordingly cannot be used for any other purpose without the consent of the donors.

Redevelopment fund

It is intended to hold any excess funding over the capital cost of the Bradbury Centre as a fund to meet future repairs and maintenance costs of the Centre. At present the depreciation on this building work is being charged to the fund.

Property fund

The property fund has been set up from the balance of funds from the development and will be used to defray maintenance and repair costs which are likely to accrue in the future.

continued...

Page 16

WOKINGHAM METHODIST CHURCH

Notes to the Financial Statements - continued for the Year Ended 31 August 2024

17. RELATED PARTY DISCLOSURES

There were no related party transactions for the year ended 31 August 2024.

Page 17

WOKINGHAM METHODIST CHURCH

Detailed Statement of Financial Activities for the Year Ended 31 August 2024

INCOME AND ENDOWMENTS
Donations and legacies
Tax recovered under covenant and gift aid
Legacies
Standing orders, donations and collections
Collections for external organisations
Sundry donations
Other trading activities
Lettings
Coffee shop
Reprographics & printing
Feed in tariff
Investment income
Deposit account interest
Charitable activities
Income from internal church organisations
Grants
Total incoming resources
EXPENDITURE
Charitable activities
Costs incurred by internal church organisations
Donations by the church
Donations by internal organisations
Other
Coffee shop costs
Cleaning
Repairs - routine maintenance
Repairs - service contracts
Telephone & internet
Utilities
Repairs - programmed refurb
31.8.24
£
22,902
-
88,192
909
19,493
131,496
80,189
23,608
246
4,021
108,064
6,268
57,648
18,240
75,888
321,716
56,653
2,669
1,550
60,872
8,779
25,906
2,853
10,110
2,359
10,956
7,689
31.8.23
£
22,807
2,000
92,499
3,316
6,782
127,404
60,683
26,883
333
3,856
91,755
4,557
53,243
17,950
71,193
294,909
45,976
3,774
1,246
50,996
6,760
23,677
4,228
6,974
2,329
10,442
5,360

This page does not form part of the statutory financial statements

Page 18

68,652

59,770

This page does not form part of the statutory financial statements

Page 18

WOKINGHAM METHODIST CHURCH

Detailed Statement of Financial Activities

for the Year Ended 31 August 2024

Support costs
Management
Insurance
Postage and stationery
Circuit assessment
Depreciation
Youth & community and admin costs
Charity running costs
Finance
Bank charges
Governance costs
Independent examiner fees
Accountancy
Bookkeeping
Total resources expended
Net expenditure
31.8.24
£
4,489
2,110
94,600
58,508
93,881
5,263
258,851
377
500
855
1,478
2,833
391,585
(69,869)
31.8.23
£
4,176
1,259
87,600
58,317
88,674
8,394
248,420
446
500
960
-
1,460
361,092
(66,183)

This page does not form part of the statutory financial statements

Page 19