Trustees’ Annual Report for the period
From 1st Sep 2021 Period start date To 31st Aug 2022 Period end date Charity name: Shirley Methodist Church
Charity registration number:1127524
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | a. The Christian faith in accordance with the doctrinal standards and the discipline of the Methodist Church; 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. |
| Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. |
Para 1.17 and 1.19 |
●Weekly worship; ●Pastoral Care and Visiting, and Prayer Chain; ●Ecumenism – services and events with other local churches, through Churches Together in Shirley; ●Work with Young People – Sunday Morning Club; ●Outreach through Platinum Jubilee Party, bringing people of the neighbourhood together in fellowship. ●Supporting the local Shrublands Foodbank. ●Social Fellowship, such as The Guild and lecture series ●Helping the world’s poor through support for Christian Aid; ●Support for older people and links with Hall Grange MHA; ●Other charitable support through: Action for Children (NCH), The Leprosy Mission (TLM) and Tools with a Mission(TWAM). |
Statement confirming Para 1.18 All Trustees have been made aware of the whether the trustees have guidance issued by the Charity Commission on had regard to the guidance public benefit. issued by the Charity Commission on public benefit
Additional information (optional) You may choose to include further statements where relevant about:
SORP reference Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by volunteers Other
Achievements and Performance
| SORP reference | ||
|---|---|---|
| Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. |
Para 1.20 | Coming out of the Covid-19 pandemic, the church has adopted a hybrid approach to offering weekly worship, which is now accessible in person and on zoom. The following activities took place during the year: ●The ‘In Touch’ Pastoral Scheme continues to offer pastoral support to members and adherents throughout the year. ●The Platinum Jubilee party was a particular success, being one of the first post-lockdown neighbourhood events that attracted a large number of people and enabled people to enjoy festivities and fellowship. ●Our support for TWAM (Tools with a Mission) continued, enabling tools and equipment to be donated and put to good use in the world’s poorer communities. |
-
Donations were made to Christian Aid, and also to NCH Action for Children and the Leprosy Mission.
-
● We have continued to support Shrublands Foodbank throughout the year.
Additional information (optional) You may choose to include further statements where relevant about:
| Achievements against objectives set |
Para 1.41 | |
| Performance of fundraising activities against objectives set |
Para 1.41 | |
| Investment performance against objectives |
Para 1.41 | |
| Other | ||
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | Although the income has increased since the pandemic, we have made a loss this financial year, in part due to the urgent need to update and repair the ageing heating system, and the high rate of inflation. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | General funds are held for any legitimate general expenses which the Trustees approve. We aim to have reserves in order to meet normal expenditure during the next six months, although this year we have fallen below this desired figure. Restricted Funds are held for the Minister to give to deserving individuals at their discretion, plus a small sum used for any expenses. |
| Amount of reserves held | Para 1.22 | £58266 |
| Reasons for holding zero reserves |
Para 1.22 | n/a |
| Details of fund materially in deficit |
Para 1.24 | none |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | There is no uncertainty about the Charity continuing as a going concern. |
Additional information (optional) You may choose to include further statements where relevant about:
| The charity’s principal sources of funds (including any fundraising) |
Para 1.47 | |
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | |
| A description of the principal risks facing the charity |
Para 1.46 | |
| Other | ||
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed,royal charter) |
Para 1.25 | DEED OF UNION (1932) AND METHODIST CHURCH ACT (1976) |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | TRUST |
| Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees |
Para 1.25 | APPOINTED BY CHURCH COUNCIL |
Additional information (optional)
| Additional information (optional) | Additional information (optional) | Additional information (optional) |
|---|---|---|
| You may choose to include further statements where relevant about: | ||
| Policies and procedures adopted for the induction and training of trustees |
Para 1.51 | |
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | |
| Relationship with any related parties |
Para 1.51 | |
| Other |
Reference and Administrative details
| Charity name | SHIRLEY METHODIST CHURCH |
|---|---|
| Other name the charity uses | |
Registered charity number |
1127524 |
| Charity’s principal address | ELDON AVENUE SHIRLEY CROYDON CR0 8SD |
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 21 |
Trustee name | Office (if any) | Dates acted if not for whole year Name of person (or body) entitled to appoint trustee (if any) |
|---|---|---|---|
| REV S. C. CHOI | Chair | Ex officio | |
| REV S DAY | Superintendent | “ | |
| MISS SUKHVINDER KALSI | Treasurer | “ | |
| MR J BAXTER | Church Council |
||
| MRS E SMART | “ | ||
| MR B SMART | “ | ||
| MISS F BYARD | “ | ||
| MRS M GEORGE | “ “ |
||
| MRS R JONES | |||
| MRS R TAYLER | “ | ||
| MR B HARMS | “ | ||
| MRS H TARLING | “ | ||
| MRS R DODOO | “ | ||
| MRS R HERAT | “ | ||
| MR R NISBETH | “ | ||
| MR T WEY | “ | ||
| MR S TAYLER | “ | ||
| MRS J CROOK | “ | ||
| MRS C ELLIOTT | “ | ||
| MRS V RUTHERFORD | “ | ||
| MR DAVID TAYLER | “ | ||
– Corporate trustees names of the directors at the date the report was approved Director name
Name of trustees holding title to property belonging to the charity
Trustee name Dates acted if not for whole year
Funds held as custodian trustees on behalf of others
Description of the assets held in this capacity Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects
Details of arrangements for safe custody and segregation of such assets from the charity’s own assets
Additional information (optional)
Names and addresses of advisers (Optional information)
| Names and addresses of advisers (Optional information) | Names and addresses of advisers (Optional information) | Names and addresses of advisers (Optional information) | Names and addresses of advisers (Optional information) |
|---|---|---|---|
| Type of adviser Name Address |
|||
| Ind Examiner |
Graham Marsden | 8 Edgewood Green, Shirley, Croydon CR0 7PT | |
| Solicitor | Gowens Solicitors | Bourne House 475 Godstone Rd Whyteleafe CR3 0BL | |
| Architect | Thomas Ford & Ptnrs | 177 Kirkdale, Sydenham, SE26 4QH | |
| Name of chief executive or names of senior staff members (Optional information) | |||
Exemptions from disclosure
Reason for non-disclosure of key personnel details
Other optional information
Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s)
Full name(s) Tzy-Tau Wey ~~ee~~ Position (eg Secretary, Church Council Secretary Chair, etc) ~~ee~~ Date 1st June 2023 ~~|~~
CHURCH RECEIPTS AND PAYMENTS ACCOUNTS THE METHODIST CHURCH STANDARD FORM OF ACCOUNTS SHIRLEY METHODIST CHURCH Church FOR THE YEAR ENDED 31 August 2022 Circuit Circuit no 1129515 Registered Charity - Charlty Reglstratlon number If not a registered charity Her Majesty's Revenue and Customs Gift Aid number (The HMRC number is equivalent to a registered charty number in terms of evidence of charilable status and may be used to give to donors or grant funders wishing to see evidence of the organisation's charitable status. Methodist charities in England and Wales that are not registered charities are excepted from regislratian under Statutory Inslrumenl 2014 No.2421 1127524 Minister- Revd Choi Church Stewards". Rosemary Jones
Chuich R and P 2015.xls 1 of5 Ruth Dodoo Christine Elliot Sandi Kalsi Mildred George Treasurer- Sukhvinder Kalsi
ACCOUNTS FOR THE YEAR ENDED 31 AUGUST 2022 SHIRLEY METHODIST CHURCH Church I?ACYF. 2 UTrrestrleod Restrkted FLinds Fund5 Total$ thl ear Tolals last e¥r SECTIOII A RECEIPTS Note b2 Offerin 5 8nd Tax recovered Bank and CFB inteiesl aTrd Investment incorne 62.984.93 410.31 63,395.24 70.170.89 a3 39.09 71.19 110.28 112.45 04 Lettin 34.549.26 34 S49.26 9,871.66 a5 Other recei TOTAL RECEIPTS 6,510.14 104.OB3.42 6,$10.14 104.564.92 16,996.10 97,151.10 a6 481.50 la71 SECTION B b1 PAYMENTS b2 Circuit A55essrnent Dr Share 54.148.00 54,148.00 0.00 55 972.00 b3 DonatlOnS 100.00 airs 8nd Maintenance Utilities Ilnsurances. water charges, heating & lighting) 50,033.89 50.033.89 20 780.25 b5 17201.85 17 201.85 b6 0.00 0.00 b7 Oth8r ments 7.651.45 129,035.19 7,651.45 129,035.19 8,496.83 94,193.22 b8 TOTAL PAYMENTS 0.00 Ib91 SECTION C NET RECEIPTSIPAYMENTS FOR THE YEAR c1 a6JB 24.951.77 481.50 24.4TO.27 2,957.88 TDtal funds brought foTwaTrt from18St year Check ftes+Vnres 92,307.95 5,771.78 98.079.73 77,467.90 Sub total c1+c2 67356.18 6,253.28 73,609.46 80 425.78 Transfers and ad'uslments 15,685.78 15 685.78 17,653.95 TOTAL FUNDS AT END OF YEAR 1¢3+¢41 51,670.40 6.253.28 57,923.68 98.079.73 (¢61 c6 kn18ls TRUE
ChLJrch R and P 2015.xls 2of5 ACCOUNTS FOR THE YEAR ENDED 31 AUGUST2022 SHIRLEY METHODIST CHURCH Church PAGE • Unrestricted Restrl¢ted Funds Funds Totals this ear Totals last ear SECTION A SECTION D FOR INFORMATION ONLY: MONEY RECEIVED AND PASSED ON TO EXTERNAL ORGANISATIONS (thè50 amounts ai8 not to be Included In total recelptslpayrn¢nts figures above) d1 Balan¢e brDU ht forward from last ear 18,806.40 1 153.13 d2 Offerin sIGlfls- r8C8Ned lor external o anisations 3,829.60 19,334.82 d3 Offerin sIGifts ssed to #xternal o anisats.ons 19,515.38 1,681.55 d4 BALANCE STILL TO BE PAID Id1+d2-d31 3,120.62 18,806.40
SHIRLEY METHODIST CHURCH Chillrh SEcnoN E Dwthc Guidance N SvmrnBry ottr.e Chutch8CGounts lor IhB Jl Augth%l 2022 and lTh18iDal OrganisatlOll5 TèpIng to Ukwfch CWn¢chrctt MaotirE. thal lh8 SU501 IhieintA urg9n169i would iornly b@ RbstFicl8dtunts J5S IlcNld be Ll¥èrfy tli¥l tli¥y bould b8 trany M@thodist purwse. ction mu# b# Ltimple tu dripi9 al thp gloss Incomé and eypEndihJre kn501t churc.. If4ro&b Incorr& 9xwd$ thoAwruals th18sho. IneAECs TrElhud of¢ovniiDq ANDA OIFFERETrff FORK4 MUFI Used tu rert the accoUh (see Mtthodi&lwtb6rtel. r9fer lo ts gvidaTrce tK)toY r8g&rdiwlransf•rs Distrtand ronn9ctsd D18trictOwnitsatlonG. Net RE10¢# Pa op balaTKe5 INTERWILORGAII8AnOP•S %tscei nts stments banc¢5 Chur¢h CDhGEfts 13B.35 1.023.39 885.04 885.04 0.00 Chur¢h 301.24 240.20 61.04 342.57 e3 ono ono al1l5atloi funds 439.59 1.263.59 824.1 o.ou 1.166.57 342.57 è12 TRUE Churchacttounts (total8 brou9ht fornBrd Iiom pagE 2. tvt01& ¢tylumn TOTAL CASH FUND5 HELD BY CHURCH 104 564.92 129.035.19 410.27 15.6BS.78 98.079.73 ¢6 57.923.68 TRLE ID5fv0&51 130.29$.78 125,294271 115,685.781 99,246.3 58,266.25 LhÈ TRUE ConiiThuts On a 5¢Patate tret If necessary alld bnng the tows TOTAL RECEIPT8 TOTAL PAYMENTS 5ECllON F OPENING BALANCE5 CLOSIMG BALANCÈS CHURCH. ¢A8HFVNDS MELD at31 Au u$2021 Cash in har 60.772.12 22.724 8ankCuiiertkno)Uht 8nk 511 Accouni CentrEJ FirtaThw Eoard 19.381.th) 15.272.09 fai mèth1 ChuFch P es 17.926.61 19.927.50 Olher luttds
2015 Church R and P.xls 3ofS SU8 TOTAL- CburGh aGGDUnl¥ 98,079.73 57 923.68 ¢8 Tctsi funtt5 held by IntwTr4 on$?or$ Its ck)str 1,166.57 342.$7 TOTAL CASH FU14DS HELD BY CHURCH 99,2.30 58.266.25 Chrtkba& TRUE TRUE SECT104 G At 1 2021 31 Awvst2fj22 QTHERASSETS UAEILrriE8 Invesiments Indu Enthyrn?nts L9 & bLdld 2.955.258 3.171.014 A55èts 1,7(M) 1.519 Loan shDW amunLoulBtsnth Oltrr LbIttS 14 IndudÈorty Funds 8t lh* Cgntral Fina¢ Board ntJudE 0Y Funds hEld dt Tttee&ffjr KlethDditsl Chuth PuipBEe& 91 Includ& any tsr wwesbnents Inolthe CeleMent01 fMCPttU5tSaCGounts WUded inlinB r5
Name of Church . Shlrley Methodist Church 1129515 Declarations and Scrutiny I confirm that these Receipt and Payment based accounts for the year to 31 August 2022 have been prepared from the records of the Church and that they include all funds under the control of the Church trustees. Signature of treasurer . Sts-altsl Date...2411212022....................... Name and address of treasurer . .Sukhvinder Kalsi .58 Vérdayne Avenue, Shirley, Croydon.......... Post Code...CRO 8TS............... Presentstion to the Church trustees I conflrm that the annual report and accounts for the year 8nded 31 August 2022 werelwilkk" presented to the meeting of the Church trustees held on 23rd February 2023........ Signature of the Chair of the meeting Name of the Chair of the meeting ,, IICHAKD iONQ£oK] Date . ,3G) 2015 church R a1 P.xls 4of5
Independent Examiner's Report to the Trustees of the .Shirley Methodist..Church Charity Number . .1127524........... Responsibilities and basis of report I report to the trustees on my examination of the accounts of the Shirley Methodist Church for the year ended 31 August 2022 set out on pag8s 1 to 3. As th8 Church's trustees, 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 Church's accounts carried out under section 145 of the Act and, in carrying out my examination, I have followed all the applicable Directions given by the Charity Commission under seclion 145(5)(b) of the Act. delete or circle as appropriate 2015 church R and P.xls 4of5
Name of Church . Shlrley Method15t Church 1129515 Independent Examlner's Statement I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination (other than that disclosed below") which give me cause to believ8 thal in, any material respect.. the 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 this report in order to enable a proper underslanding of the accounts to be reached. I havelhave not. obtained independent verification of all investments with the Trustees for Methodist Church Purposes or held in other trusts, bank balances and funds al the Central Finance Board of the Methodist Church which are individually in excess of £10,000 (ten thousand pounds) at the balance sheet date. Signature of independent examiner Name of independent èxaminer Relevant professional qualification of ind8pend8nt examiner &f E!Lè-b J r ¢,4 2015 church R and P.xls 5of5
Name of firm (where appropriate) Address c,QJYpunJ Post Code c-cib? Pi Date delet& or circle as appropriale 2015 church R and P.xls Sof5