Trustees’ Annual Report for the period
From 1st September 2023 Period start date To 31st August 2024 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; Jumble 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) 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 | 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 131 adherents in total. The premises are popular and hired at reasonable rates to local community groups. The Christmas Carol service was popular and attended by the wider community. 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. |
● A Jumble Sale took place, which was not only very popular with bargain hunters, but also helped economically disadvantaged people to purchase clothing and other essential items at very low prices. ● 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 Para 1.41 set
| Investment performance | Para 1.41 | |
|---|---|---|
| against objectives | ||
| Other |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | We are in an acceptable financial position, having made a small surplus this year. |
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 anyexpenses. |
| Amount of reserves held | Para 1.22 | £117,104 |
| 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 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 and/or General Church Meeting |
| 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
| Trustee name Office (if any) Dates acted if not for whole year Name of person (or body) entitled to appoint trustee (if any) 1 Rev Richard Lowson Chair Ex officio 2 Rev Stephen Day Superintendent Minister Ex officio 3 Miss Sukhvinder Kalsi Treasurer Church Council 4 MR J BAXTER Church Council 5 MRS E SMART Church Council 6 MR B SMART Church Council 7 MISS F BYARD Church Council 8 MRS M GEORGE Church Council 9 MRS R JONES Church Council 10 MRS R TAYLER Church Council 11 MRS H TARLING Church Council 12 MRS R DODOO Church Council 13 MRS R HERAT Church Council 14 MR M Moore Church Council 15 MR T WEY Church Council Secretary Church Council 16 MR S TAYLER Church Council 17 MRS J CROOK Church Council 18 MRS C ELLIOTT Church Council 19 MRS V RUTHERFORD Church Council 20 MR DAVID TAYLER Church Council 21 MRS SHARON ROUTLEDGE-BROWN Church Council 22 MRS DOREEN MOORE Church Council 23 MR STEPHEN HUNT Church Council Corporate trustees–names of the directors at the date the report was approved |
Trustee name Office (if any) Dates acted if not for whole year Name of person (or body) entitled to appoint trustee (if any) 1 Rev Richard Lowson Chair Ex officio 2 Rev Stephen Day Superintendent Minister Ex officio 3 Miss Sukhvinder Kalsi Treasurer Church Council 4 MR J BAXTER Church Council 5 MRS E SMART Church Council 6 MR B SMART Church Council 7 MISS F BYARD Church Council 8 MRS M GEORGE Church Council 9 MRS R JONES Church Council 10 MRS R TAYLER Church Council 11 MRS H TARLING Church Council 12 MRS R DODOO Church Council 13 MRS R HERAT Church Council 14 MR M Moore Church Council 15 MR T WEY Church Council Secretary Church Council 16 MR S TAYLER Church Council 17 MRS J CROOK Church Council 18 MRS C ELLIOTT Church Council 19 MRS V RUTHERFORD Church Council 20 MR DAVID TAYLER Church Council 21 MRS SHARON ROUTLEDGE-BROWN Church Council 22 MRS DOREEN MOORE Church Council 23 MR STEPHEN HUNT Church Council Corporate trustees–names of the directors at the date the report was approved |
Trustee name Office (if any) Dates acted if not for whole year Name of person (or body) entitled to appoint trustee (if any) 1 Rev Richard Lowson Chair Ex officio 2 Rev Stephen Day Superintendent Minister Ex officio 3 Miss Sukhvinder Kalsi Treasurer Church Council 4 MR J BAXTER Church Council 5 MRS E SMART Church Council 6 MR B SMART Church Council 7 MISS F BYARD Church Council 8 MRS M GEORGE Church Council 9 MRS R JONES Church Council 10 MRS R TAYLER Church Council 11 MRS H TARLING Church Council 12 MRS R DODOO Church Council 13 MRS R HERAT Church Council 14 MR M Moore Church Council 15 MR T WEY Church Council Secretary Church Council 16 MR S TAYLER Church Council 17 MRS J CROOK Church Council 18 MRS C ELLIOTT Church Council 19 MRS V RUTHERFORD Church Council 20 MR DAVID TAYLER Church Council 21 MRS SHARON ROUTLEDGE-BROWN Church Council 22 MRS DOREEN MOORE Church Council 23 MR STEPHEN HUNT Church Council 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 15th June 2025 ~~|~~
CHURCH RECEIPTS AND PAYMENTS ACCOUNTS THE METHOOIST CHURCH STANDARD FORM OF ACCOUNTS SHIRLEY METhODIST CHURCH Church FOR THE YEAR ENDED 31 August 2024 Clrcult Clrcult no 1129515 R•gl8t•r•d Charfty. Charlty R•g18tratlon numb•r If not a reglsleréd charity MaJ••ty'• R•¥•nuo and Cu•tom¥ Glft Ald numb•r (The HMRC number is equivalonl lo a registor8d charity numbor in ternis of evldenca ol chanlable status and m8y be used to giv8 to donor8 or grant fLtndors wishing to see evklence of the organisolion's ¢h8ritable status. Methodist charilles In England and Wales that are not re918tered charltles ore excepted from r8918tralion under Stgtulory Instrumgnt 2014 No.2421 1127524 Mlnl81or'. Revd Rlchard Low80n Chuf¢h Sigwards.. Ros8mory Jone8 Ruth Dodoo Chrf$llne Elllot Sandl Kalsl mdrO George Allson Hunt Yvonne Hanson•Mbll$ Treasum.. Sukhvinder Kalsl Church R and P 2015.xl$ 1 of5
AcewNT$ FOR VHEYEAREIW31 AUOU8T2024 sTrtIRLEY METHODIST CHURCH PA61.. 2 •EeTh)MA Funtt¥ Fwhl dTHxr¥cowOMtr 24&03 Cfb 04.85É.09 1 031.08 40902AI 40•02.41 hDrr•c• TOTAL RE¢tIFry? ie 902 18 119,SX 1,297 IÉCTIQN B PAYMEtOT8 clrwiiAlVn•lt0rSl Donbion b2 48 197.UO i•y.Jo o.oo 24 649.11 Ulilili8lliiNui4nLA.wv(h4ty1b, li 1411 17212.20 b5 oni• TOTALPAYIEf4TJ • 377.70 Bl,141.03 5816. Ir,¥ .00 •1J•A•J 8ecnoN ¢ NET RECÉIPTIIPAYMÈNYIFQA THE YEAR 10Q35.10 1.71 1.70 100 771A• ¢l•¢i 110 035.BO Ti•nif•iB TOTALFUNOI Af ENDOFYIA 7.01th 117,101AI 100,7n.4• TruÈ •e¢TroM D FOR INFOHIMTh+OKW. MQIIEY RECEWEDAIIOPAIIKD ¢JII YO IXTIftW•I QftaalAThoMts d1 fnjm ll1 742.25 t13 off1 d4 BALANCE8MLL TO8EPMI 41+d243 Church R and P 2015.xls 2of5
SHEy METD$TcNuRCH Pl yldllnlr WAL 17 1ty),7Ti 117.71• i*cTK¢4V l•J77J,¢• .iy 2015 Church R and P.xlg 3of5
Name of Church . Shlrl•y Methodist Church 1129515 Declarations and Scrutiny I confim that these Receipt and Payment based accounts for th8 y8ar lo 31 August 2024 have been prepared from the records of the Church and that they include all funds under the control of the Church Iruslees. Signalura of IroasuTer . itsi Dale...14106125.............. Name and address of IreasureT ,Sukhvindèr K8lsi .58 Verdayne Avenue, Shldey. Croydon.......... Post Code...CRO 8TS.. Presentatlon to the Church trustges I confirm that the annual report and accounts for the year ended 31 August 2024 werelwill be" presented lo the meeling ol the Church Iruslees held on Signaluro ol the Chair of the meeting Nam8 of the Chair of the meeting Dale . Independent Examiner's Report to the Trustees of the .Shirley Methodlst..Church Charlty Number...1127524........... Re8ponsibiliti98 and basis of roport I report to the Iruslees on my examination of the accounts of Ihe Shirley Melhodisl Church for the year ended 31 August 2024 sel out on pages 110 3. As the Church's trustees, you are responsible lor the prepafalion ol the accounls in accordance with the requirements of the Charities Act 2011 I'lhe Acl'l- I report in respe¢l of my examination of the Church's accounts carried out under section 145 of the Act and, ill carrying OLJI my examination, I have followed all the applicable Directions given by the Charity Commission LFnder saclion 14515llbl of the Act. 2015 church R and P.xls 4of5
Name (rf Chur¢h . Shlrtsy M•llwdl•t Church 1129515 Declarations and Scrutlny I confirm that Ih8s8 Receipt and Payment based accounts for tho year to 31 August 2024 have beèn prepared from the records of the Church and that they include all funds under the eonlrol of th8 Church trusleas. Slgnalureoftro8surer..................................................-............ Dala.......,,........ Name and addra88oftr8a8urnr..Suknvind6rKa18i...........................................................,. .58 V&rdayn8 Avonue, Sttirloy, Croydon.......... Po$t Code...CRO 8TS............... Pr•••ntstlon to th• Church tN•ts•• I confirm that the annual report and 8ccounl8 ft)r Ihe yéar endéd 31 Augu812024 w6r6lbwlH) prèsented lo the meellng of the Church trusl86s held on ..1..7....Féb Slgn81ure ol the Chalr ol the meeting Namg of thg Chalr of the meollng D8te Independont Examlner's Report to the Tru•tee8 of the .Shlrl•y M8thodlst..Chur¢h Ch•rlty Numb•r...1127524........... R••ponglbllltlo8 and bi•l• of r•port I rèport lo tho IfU8lees on my eXaminan of the account8 of the Shlrley MethClS1 Church for the year ended 31 August 2024 sel out on pages 110 3. As the Church's Iruslees, you are responsible ftir the pr8p?ralion of the accoLtnts in accordanc¢ with the requiremen18 of the Charities Act 20111'lh8 Ad'l. I report In respect of my examination of the Church's accounts cathed out under soctlon 145 of the Act and, in carying out my examination, I hav8 followed all th6 applicable Directions given by the Charity Commission under section 145(5llb} of the Act. ddete or arclo as appropriate 2015 church R and P.xl$ 4of5
Name of Church . Shlrley Methodist Church 1129515 Independent Examlner's Statement I have completed my examination. I confim that no material mattèrs hav8 come to my att8ntion in connection with the examination ') which give me cause to believe that in. any material spect. the accounting records were not kept in accordance with section 130 of the Ad: or the accounts do not acrL)rd with the accounting records. I have no concems 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. I ha¥81have not" obtained independent verification of all investments with the Trustees for Methodist Church Purposes or held in other trusts, bank balances and funds at the Central Finance Board of the Methodist Church which ar8 individually in excess of £10,000 {ten thousand pounds) at the balance sh88t date. Slgnature of independent examlner Name of independent examiner Relevant professional qualification of independent examiner Name of firm (where appropriate) gD&S thooD &-LE£ Address c.IoYbo Post Code c,LJ Trpr Date I IDZ delete or circle as appropriale 2015 church R and P.xls Sof5
CHURCH RECEIPTS AND PAYMENTS ACCOUNTS THE METHOOIST CHURCH STANDARD FORM OF ACCOUNTS SHIRLEY METhODIST CHURCH Church FOR THE YEAR ENDED 31 August 2024 Clrcult Clrcult no 1129515 R•gl8t•r•d Charfty. Charlty R•g18tratlon numb•r If not a reglsleréd charity MaJ••ty'• R•¥•nuo and Cu•tom¥ Glft Ald numb•r (The HMRC number is equivalonl lo a registor8d charity numbor in ternis of evldenca ol chanlable status and m8y be used to giv8 to donor8 or grant fLtndors wishing to see evklence of the organisolion's ¢h8ritable status. Methodist charilles In England and Wales that are not re918tered charltles ore excepted from r8918tralion under Stgtulory Instrumgnt 2014 No.2421 1127524 Mlnl81or'. Revd Rlchard Low80n Chuf¢h Sigwards.. Ros8mory Jone8 Ruth Dodoo Chrf$llne Elllot Sandl Kalsl mdrO George Allson Hunt Yvonne Hanson•Mbll$ Treasum.. Sukhvinder Kalsl Church R and P 2015.xl$ 1 of5
AcewNT$ FOR VHEYEAREIW31 AUOU8T2024 sTrtIRLEY METHODIST CHURCH PA61.. 2 •EeTh)MA Funtt¥ Fwhl dTHxr¥cowOMtr 24&03 Cfb 04.85É.09 1 031.08 40902AI 40•02.41 hDrr•c• TOTAL RE¢tIFry? ie 902 18 119,SX 1,297 IÉCTIQN B PAYMEtOT8 clrwiiAlVn•lt0rSl Donbion b2 48 197.UO i•y.Jo o.oo 24 649.11 Ulilili8lliiNui4nLA.wv(h4ty1b, li 1411 17212.20 b5 oni• TOTALPAYIEf4TJ • 377.70 Bl,141.03 5816. Ir,¥ .00 •1J•A•J 8ecnoN ¢ NET RECÉIPTIIPAYMÈNYIFQA THE YEAR 10Q35.10 1.71 1.70 100 771A• ¢l•¢i 110 035.BO Ti•nif•iB TOTALFUNOI Af ENDOFYIA 7.01th 117,101AI 100,7n.4• TruÈ •e¢TroM D FOR INFOHIMTh+OKW. MQIIEY RECEWEDAIIOPAIIKD ¢JII YO IXTIftW•I QftaalAThoMts d1 fnjm ll1 742.25 t13 off1 d4 BALANCE8MLL TO8EPMI 41+d243 Church R and P 2015.xls 2of5
SHEy METD$TcNuRCH Pl yldllnlr WAL 17 1ty),7Ti 117.71• i*cTK¢4V l•J77J,¢• .iy 2015 Church R and P.xlg 3of5
Name of Church . Shlrl•y Methodist Church 1129515 Declarations and Scrutiny I confim that these Receipt and Payment based accounts for th8 y8ar lo 31 August 2024 have been prepared from the records of the Church and that they include all funds under the control of the Church Iruslees. Signalura of IroasuTer . itsi Dale...14106125.............. Name and address of IreasureT ,Sukhvindèr K8lsi .58 Verdayne Avenue, Shldey. Croydon.......... Post Code...CRO 8TS.. Presentatlon to the Church trustges I confirm that the annual report and accounts for the year ended 31 August 2024 werelwill be" presented lo the meeling ol the Church Iruslees held on Signaluro ol the Chair of the meeting Nam8 of the Chair of the meeting Dale . Independent Examiner's Report to the Trustees of the .Shirley Methodlst..Church Charlty Number...1127524........... Re8ponsibiliti98 and basis of roport I report to the Iruslees on my examination of the accounts of Ihe Shirley Melhodisl Church for the year ended 31 August 2024 sel out on pages 110 3. As the Church's trustees, you are responsible lor the prepafalion ol the accounls in accordance with the requirements of the Charities Act 2011 I'lhe Acl'l- I report in respe¢l of my examination of the Church's accounts carried out under section 145 of the Act and, ill carrying OLJI my examination, I have followed all the applicable Directions given by the Charity Commission LFnder saclion 14515llbl of the Act. 2015 church R and P.xls 4of5
Name (rf Chur¢h . Shlrtsy M•llwdl•t Church 1129515 Declarations and Scrutlny I confirm that Ih8s8 Receipt and Payment based accounts for tho year to 31 August 2024 have beèn prepared from the records of the Church and that they include all funds under the eonlrol of th8 Church trusleas. Slgnalureoftro8surer..................................................-............ Dala.......,,........ Name and addra88oftr8a8urnr..Suknvind6rKa18i...........................................................,. .58 V&rdayn8 Avonue, Sttirloy, Croydon.......... Po$t Code...CRO 8TS............... Pr•••ntstlon to th• Church tN•ts•• I confirm that the annual report and 8ccounl8 ft)r Ihe yéar endéd 31 Augu812024 w6r6lbwlH) prèsented lo the meellng of the Church trusl86s held on ..1..7....Féb Slgn81ure ol the Chalr ol the meeting Namg of thg Chalr of the meollng D8te Independont Examlner's Report to the Tru•tee8 of the .Shlrl•y M8thodlst..Chur¢h Ch•rlty Numb•r...1127524........... R••ponglbllltlo8 and bi•l• of r•port I rèport lo tho IfU8lees on my eXaminan of the account8 of the Shlrley MethClS1 Church for the year ended 31 August 2024 sel out on pages 110 3. As the Church's Iruslees, you are responsible ftir the pr8p?ralion of the accoLtnts in accordanc¢ with the requiremen18 of the Charities Act 20111'lh8 Ad'l. I report In respect of my examination of the Church's accounts cathed out under soctlon 145 of the Act and, in carying out my examination, I hav8 followed all th6 applicable Directions given by the Charity Commission under section 145(5llb} of the Act. ddete or arclo as appropriate 2015 church R and P.xl$ 4of5
Name of Church . Shlrley Methodist Church 1129515 Independent Examlner's Statement I have completed my examination. I confim that no material mattèrs hav8 come to my att8ntion in connection with the examination ') which give me cause to believe that in. any material spect. the accounting records were not kept in accordance with section 130 of the Ad: or the accounts do not acrL)rd with the accounting records. I have no concems 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. I ha¥81have not" obtained independent verification of all investments with the Trustees for Methodist Church Purposes or held in other trusts, bank balances and funds at the Central Finance Board of the Methodist Church which ar8 individually in excess of £10,000 {ten thousand pounds) at the balance sh88t date. Slgnature of independent examlner Name of independent examiner Relevant professional qualification of independent examiner Name of firm (where appropriate) gD&S thooD &-LE£ Address c.IoYbo Post Code c,LJ Trpr Date I IDZ delete or circle as appropriale 2015 church R and P.xls Sof5