2023-08-31-accounts

Trustees’ Annual Report for the period

From 1st September 2022 Period start date To 31st August 2023 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 Sunday worship; • Premises are hired at reasonable rates to community groups. • Pastoral Care and Visiting; Prayer Chain; • Ecumenism – services and events with other local churches, through Churches Together in Shirley; • Work with Young People – Sunday Morning Club and Creche; • Outreach through community projects, bringing people of the neighbourhood together in fellowship. This has included this year: Film nights, bread

		making, Christmas Carol service, Tree festival; Great Book Sale • 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 whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit	Para 1.18	All Trustees have been made aware of the guidance issued by the Charity Commission on public benefit.

Additional information (optional)

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SORP reference Policy on grant making Para 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by volunteers Para 1.38 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	Shirley Methodist Church has continued to offer weekly Sunday worship to an average of 80 people in the congregation, a few on zoom, as well as providing a community for around 160 adherents in total. The premises are are popular and hired at reasonable rates to local community groups. The Christmas Carol service was popular and attended by the wider community. A one-off event the Tree Festival exhibited Christmas trees made by a wide range of local community groups, and drew together disparate parts of the community and neighbourhood. 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. • Special one-off events included the Great Book Sale, which drew crowds from a wide region. Apart from selling second-hand books to raise money for the church, the event also offered tea, cake and fellowship to the local community. • 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)

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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

Review of the charity’s financial position at the end of the period	Para 1.21	Receipts have grown slightly which is pleasing. Due to our temporary bank account closure, the payments appear lower than they should be. However, even when all payments are eventually made relating to this financial year there will be a slight surplus. So we are in a good financial position to carry out our charitable objectives.
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. This year the reserves are currently larger than in the previous year, as due to our temporary bank account closure, some payments could temporarily not be carried out. 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	£101,287
Reasons for holding zero reserves	Para 1.22	n/a
Details of fund materially in deficit	Para 1.24	n/a
Explanation of any uncertainties about the charity continuing as a goingconcern	Para 1.23	There is no uncertainty about the Charity continuing as a going concern.

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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.gunincorporated 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 and/or General Church Meeting

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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 charityuses
Registered charity number	1127524
Charity’s principal address	ELDON AVENUE SHIRLEY CROYDON CR0 8SD

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 (if any)
Rev Richard Lowson	Chair	Ex officio
Rev Stephen Day	Superintendent Minister	Ex officio
Miss Sukhvinder Kalsi	Treasurer	Church Council
MR J BAXTER		Church Council
MRS E SMART		Church Council
MR B SMART		Church Council
MISS F BYARD		Church Council Church Council
MRS M GEORGE
MRS R JONES		Church Council Church Council
MRS R TAYLER
MRS H TARLING		Church Council
MRS R DODOO		Church Council
MRS R HERAT		Church Council
MR R NISBETH		Church Council
MR T WEY	Church Council Secretary	Church Council
MR S TAYLER		Church Council
MRS J CROOK		Church Council

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18 MRS C ELLIOTT Church Council
19 MRS V RUTHERFORD Church Council
20 MR DAVID TAYLER Church Council
MRS SHARON Church Council
21
ROUTLEDGE-BROWN
22 MRS DOREEN MOORE Church Council
23 MR STEPHEN HUNT Church Council
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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

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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) Position (eg Secretary, Chair, etc) Date

Tzy-Tau Wey Church council secretary

30th June 2024

CHURCH O RECEIPTS AND PAYMENTS ACCOUNTS THE METHODIST CHURCH STANDARD FORM OF ACCOUNTS SHIRLEY MEfHODIST CHURCH Church FOR THE YEAR ENDED 31 August 2023 Clrcult Clrcult no 1129515 R•9lJtorwf Charlty. Charlty R8gbtratlon numb•r If not a fagistgred charfty H•r Revenu• and Custom• GIftAld numb•r (The HMRC number is equivalent to a Mgi3tered charfty number in temis of evidence of thoritstse status and may be u8ed to glve to donors or grant funders wishlrvJ to 88e evmlence of thè or98ni3ation's charStabl$ ¥t¥tus. Methodist ch8ribes in England and Wale8 that are not rngL%ter8d Charit￿8 are excapted from registfats.on und8r ststutory Instrumènt 2014 No.2421 1127524 Ministor. Rgvd Richard Lowson Church St8wards'. Rowmary Jones Rulh Dodoo Chrfstlne Elllot Sandl Kal MildreLI Georgè Tr&a$vr8r. Sukhvinder KAlsl ChU￿h R and P 2015.xl$ 1of5

".AecoufirnFOR ThEYEAR EIIDED JI AUQU•TI• 8HIRLEY MEYHIXIIST CHURCH PAGE 2 BECrn￿A Fun Ec@pTB tsJ3￿24 CFè 431,2$ IU3.95 110.28 n1.02 11¥.5240 (•n I¥W92 $E¢II011 t7. 017 122Q 17 19430.20 b7 TOTALPAtrWEllf8 120x14 8ECTIQN¢ ThEYEAI Towfvrth Whlftywdtrom S2.IS1.90 ]RUE c1•¢2 93.037.09 68S78 TOT￿ FufiDS*TEWDOF YEAR foJ+o41 57.925 TRYE d3 d1•d243 1.U1 412U2 Church R and P 2015.￿5 2of5

Sllst 2015 Church R and P.xls 3of5

1. 15￿3 SMCAnrwel Aewt 2022.2023 v8NcY).xl¥x. Shoots Shlrley Mathodlst Church 2022-23 Flnanclal Revlew On 16 july Barclays closed the church bank account which had been open for more than SO years and gave the church a cheque for the balance on the account. However, there was no easy way of Lbsing these funds to meet day to day costs of running the church or Indeed of receTrvin¥ offerin8s usuallv paid by dirert credit Iwhich are normally about 60% of all offerin8s1. As a result, these a¢¢ounts which are prepared on the reqLslred recelpts and ptymèftts basis: Include a large -cash- balance whlch Is prlmarfly made up of the cheque from Barclays. Thls was not pald in as effort were going ahead to have the account relnstated. Include for the first time-other liabill￿es- whlch are thè norrnal costs for the church, such as the circuit assessment or utility bllls, which could not be paid within the year. Show a larger surplu5 than should have been the case forthe year as the costs within"other liabilities" were not included in the year but actually paid in 2023-24. some only when the bank account was eventually reinstated. Unfortunately, the bank account closure will also Impèct on the accounts for 2023-24 as finar¢cial performance for that year will be affected by the 2022-23 costs that had to be paid. Looking at the performance for 2022-23 In more detsll= Offerings have confjnued to fall wsth £55k in the year which was redu￿￿ because of the inability to collect dirett credits at the year end12021-22 £63k and 202￿21 £70kl Lettings have agaln Intreased and are now above pre-covid levels at £45k12021-22 £35k and 202(P21 £IOkl Payments have been afferted to a 8reater extent than recelpts by the bank i55ues Wlth, for example, the final instslment of the clrcult assessment1£12kl paid after the year end. Repairs and malntenance payments. 8iven the a8e of some of the property. are always volatile and have also bèen Trmpatted by an inability to pay bills IE17k, 2021.22 £50kl However, last year's fiBures included £28k on ur8ently needed boiler work. Energy price rises impacted on the accounts foT the year1£19k. 2021-22 £17kl but would have been £2k hi8her if all liabilthes had been able to be paid durin8 the year. hllD9'.Ild￿s.¢jXd8.cCmlSor9ad$h80tsldlltH4v¥QUy.bNm4Dl0SCAo0toI5IxAwFv8dql79hJ=2O346W971Id=2o348oa&97

Namo of Church . 8hlrf•y M•thodl8l Church 1129515 Declarations and Scrutiny I confirm that Ihès• Rocaipt and P8ymenl based accounts for tha y9ar to 31 August 2023 have beèn p￿pared from the rec4)rds of th8 ChJrch and th81 they indude all funds undgr the ￿ntr￿ of the Church trustees. Slgnaturo oftr¥a$urtrr.... Datè... N8me and address of treasur•r. .SukhvirKler Kalsi ... ..$8 Vard¥yne Avenue. Shirfey. croY￿.......... Po Code...CRO 8TS............... Pr•Mntatlon to tho Church tru•tsg• l eonfimi th8t the annual report and accounts for tho y8a¥ endad 31 August 2023 w8reA% prtssented io the meetsng ofthe Church trustees hgld on &¥.1..4..1.1. Signatyjre ofth• Chair ofthe me8lng Name ofthe Chaif of th8 meeting Date Ind•p8ndont Examlnor'8 Roport to the Trustoos of the .Shlrfey M•thodisL.Church Ch4rlty NuM￿r...1l27524........... R•8poMlbllltI￿ and b8sl• ot r•port I r8POrt to the trusts88 on my examlnatK)n of the awtsjnts ofthg Shirley Methcxjist Church for th• y•8f end8d 31 August 2023 set out on p8ge5 1 to 3. As the Church's twstees. you are responsible for the preparation of the accounts in accordance with the requirements of the Charits'88 Act 2011 I'tha Arfl. I reput in rospact of rny gxaminafjon ofthe Chur¢h's act￿nts crt under s8¢lion 145 01thè Act 8nd, tn carySng out my examina￿on, I hav8 followed all th9 op￿1¢able Dlr6dton8 given by tha Chanty commi￿on under sg¢tion 145ISXbl ofthg Act. ' delete or eirdg as approprlatè 2015 church R Bnd PA8 4of5

Namè of Church . Shlrl•y Mathlxllst Church 1129515 Independent Examlnèr's Statoment I have completed my axaminalion. I confirm that no material matters havè come to my attention in connection wlth the examination (otherj￿￿el0￿'} whlch give me cause to believe that in, any material resp8Ct'. the accountlng rècords were not kept in 8ccordanc8 With section 130 of the Act., or th6 accounts do not accord with the accounting records. I have no concems and have come across no othèr metters in connection wth the examin81ion to which attention should be drawn in this rèport in order to 8nable a proper understsnding of the awounts to b8 reached. I Iwrf8lhave not" obtained independent Verification of all investments with thè Trustees for Methodist Church Purposes or held in other trusts, bank balan￿S and funds at 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 indépendent examiner Name of indep8ndent examin8r . Graham Marsdon Relevant prof8ssional qualrfication of independent 8xaminer Chartered Institute of Publlc Flnance and AccL)untan¢y Nam8 of firm (where appropriate) NIA Address 8 Edg6wood Green, Croydon.......................................................................... PostCod8 CRO 7PT delete or circle as 8ppropria18 2015 church R and P.xFs 5ofS