## **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 UTrrestrle*od 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,$10.14 104.564.92 16,996.10 97,151.10 a6 481.50 la71 SECTION B b1 PAYMENTS b2 Circuit A55essrnent Dr Share 54.148.00 54,148.00 0.00 55 972.00 b3 DonatlOnS 100.00 airs 8nd Maintenance Utilities Ilnsurances. water charges, heating & lighting) 50,033.89 50.033.89 20 780.25 b5 17201.85 17 201.85 b6 0.00 0.00 b7 Oth8r ments 7.651.45 129,035.19 7,651.45 129,035.19 8,496.83 94,193.22 b8 TOTAL PAYMENTS 0.00 Ib91 SECTION C NET RECEIPTSIPAYMENTS FOR THE YEAR c1 a6*JB 24.951.77 481.50 24.4TO.27 2,957.88 TDtal funds brought foTwaTrt from18St year Check ftes+Vnres 92,307.95 5,771.78 98.079.73 77,467.90 Sub total c1+c2 67356.18 6,253.28 73,609.46 80 425.78 Transfers and ad'uslments 15,685.78 15 685.78 17,653.95 TOTAL FUNDS AT END OF YEAR 1¢3+¢41 51,670.40 6.253.28 57,923.68 98.079.73 (¢61 c6 kn18ls TRUE ChLJrch R and P 2015.xls 2of5 ACCOUNTS FOR THE YEAR ENDED 31 AUGUST2022 SHIRLEY METHODIST CHURCH Church PAGE • Unrestricted Restrl¢ted Funds Funds Totals this ear Totals last ear SECTION A SECTION D FOR INFORMATION ONLY: MONEY RECEIVED AND PASSED ON TO EXTERNAL ORGANISATIONS (thè50 amounts ai8 not to be Included In total recelptslpayrn¢nts figures above) d1 Balan¢e brDU ht forward from last ear 18,806.40 1 153.13 d2 Offerin sIGlfls- r8C8Ned lor external o anisations 3,829.60 19,334.82 d3 Offerin sIGifts ssed to #xternal o anisats.ons 19,515.38 1,681.55 d4 BALANCE STILL TO BE PAID Id1+d2-d31 3,120.62 18,806.40 SHIRLEY METHODIST CHURCH Chillrh SEcnoN E Dwthc Guidance N SvmrnBry ottr.e Chutch8CGounts lor IhB Jl Augth%l 2022 and lTh18iDal OrganisatlOll5 Tèp￿Ing to Ukwfch CWn¢￿ch￿rctt MaotirE. thal lh8 SU￿501￿￿ IhieintA urg9n169i￿￿ would iorn*ly b@ RbstFicl8dtunts J￿￿5S IlcNld be Ll¥èrfy tli¥l tli¥y bould b8 trany M@thodist purwse. *ction mu# b# Ltimple￿￿ tu dripi9 al thp gloss Incomé and eypEndihJre kn￿501t￿ churc￿.. If4ro&b Incorr& 9xwd$ thoAwruals th18sho￿. IneAEC￿￿s TrElhud of*¢ovniiDq ANDA OIFFERETrff FORK4 MUFI Used tu re￿rt the accoUh* (see Mtthodi&lwtb6rtel. r9fer lo ts gvidaTrce tK)toY r8g&rdiwlransf•rs Distr￿tand ronn9ctsd D18trictOwnitsatlonG. Net RE￿10¢#* Pa op￿￿￿ balaTKe5 INTERWILORGA*II8AnOP•S %tscei nts stments b*anc¢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$.78 125,294271 115,685.781 99,246.3 58,266.25 Lh*È TRUE ConiiThuts On a 5¢Patate ￿tr￿et If necessary alld bnng the tows TOTAL RECEIPT8 TOTAL PAYMENTS 5ECllON F OPENING BALANCE5 CLOSIMG BALANCÈS CHURCH. ¢A8HFVNDS MELD at31 Au u$*2021 Cash in har 60.772.12 22.724￿ 8ankCuiiertkno)Uht 8*nk 511 Accouni CentrEJ FirtaThw Eoard 19.381.th) 15.272.09 fai mèth￿￿1 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 o￿n$?￿or$ Its ck)str 1,166.57 342.$7 TOTAL CASH FU14DS HELD BY CHURCH 99,2￿.30 58.266.25 Chrtkba& TRUE TRUE SECT10*4 G At 1 2021 31 Awvst2fj22 QTHERASSETS UAEILrriE8 Invesiments Indu￿ Enthy*rn?nts L9￿ & bLdld 2.955.258 3.171.014 A55èts 1,7(M) 1.519 Loan shDW amunLoulBtsnth Oltr*r L￿bItt*S 14 IndudÈorty Funds 8t lh* Cgntral Fina￿¢ Board ntJudE 0￿Y Funds hEld dt Tt￿tee&ffjr KlethDditsl Chuth PuipBEe& 91 Includ& any ts￿r wwesbnents Inolthe C￿￿eleMent01 fMCPttU5tSaCGounts W￿Uded 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 a￿1 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