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2023-08-31-accounts

THE METHODIST CHURCH

REPORT AND ACCOUNTS

(ACCRUALS BASIS)

for the year ended 31 August 2023

WEST BRIDGFORD METHODIST CHURCH

Registered Charity - Registration number: 1129000

Nottingham South Circuit No: 22/02

Minister

Rev M Roberts

Church Stewards

Mrs KD Hobdell

Mrs I Milburn Mrs S Bramall Mr C Rayner Miss FV Lewin Mr J Cook

Church Treasurer

Mr C Morrey

WEST BRIDGFORD METHODIST CHURCH

TRUSTEES' ANNUAL REPORT

FOR THE YEAR ENDED 31 AUGUST 2023

Introduction

The Trustees present this annual report reflecting on our achievements during the year and plans for this coming year.

Aims and organisation

We are here to:

Review of the year

2022-23 has been a year of consolidation and growth for West Bridgford Methodist Church following the difficult years of the coronavirus pandemic. We have spent time working through the aims of the church which were agreed in 2019, both in Sunday services and other activities. These have included the reestablishment of a monthly fellowship group and a number of whole church events, such as the pancake party at the beginning of Lent.

In May 2023 we joined in with Thy Kingdom Come, a global prayer movement, by holding our own festival of prayer. Over the course of 9 days there were regular prayer meetings, a prayer labyrinth and a number of prayer stations. By the end of this time our railings were covered with prayer ribbons.

In July 2023 we were delighted to welcome 10 new members at a special Sunday service. While some of these had transferred their membership from other churches, for a number this was the first time they had been members of any church.

During the year we were delighted to receive the Bronze Eco church award in recognition of the work that the church has done on environmental issues. This has included work in the church garden, recycling schemes and an event in September 2022 where we tried to minimise car journeys.

Besides the special events, the church has continued to meet for worship on a Sunday, with this remaining the main weekly meeting of the church. We continue to live stream most services, which is appreciated by those who can’t attend in person. This year we have also had many special services, particularly at Christmas and Easter.

Each week the church runs activities including community cafes, fellowship groups, activities for those living with memory loss, bible studies, prayer meetings, knitting and singing groups and activities for children and young people and toddlers and their families. The Faith and Light groups for adults with learning difficulties continue to meet monthly. The church also continues to host a wide variety of community groups on its premises and we work hard to try to ensure that the premises are safe and attractive. Many people consider this to be ‘their church’ even if they never attend worship on a Sunday.

WEST BRIDGFORD METHODIST CHURCH

As a church we are mindful of our responsibilities in the wider world. As well as the environmental concerns mentioned above, we continue to support many local, national and international charities and make regular donations of food and other things to the Friary drop in and the Meadows food bank.

The church is reliant upon its members and friends to sustain its life. We are so grateful to those who have given to the church, in time and energy and money, and to those who pray for us.

Income trends

Church income is primarily drawn from the Sunday collections, standing orders and Gift aid tax credit, room lettings paid by the church organisations / external users of the building and rent from the flats.

Offerings and tax credits relating to the envelope scheme and the weekly collection plate were similar to those received in 2021-22.

The room lettings income, included within other charitable income, relates to the hire of the church, halls, and other rooms to various groups in the community. This source of income was significantly higher than last year due to the full re-opening up of the facilities post COVID-19 restrictions and is above its previous levels. Income from rental of the 8 flats was slightly higher than last year as occupancy levels were higher than expected.

Expenditure trends

The major expenditure item incurred is in relation to the assessment paid to the Nottingham South Circuit. This amounts to 43% of our total cost from unrestricted funds.

A significant amount of the Circuit assessment is used to pay the District assessment, stipends and related costs to Ministers. In addition, lay employees’ salaries are paid by the circuit but recharged to the church, these accounted for 16% of total costs.

The other significant expenditure items are maintenance on the church buildings and flats which account for 20% of the total and utilities accounting for 21%. Maintenance was higher than in previous years due to some one off items whilst utilities costs also increased due to higher energy tariff.

The overall result for the year was a net income position much better than budget due in the main to higher income levels from room bookings and the flats.

Fund balances

As at 31 August 2023

The working capital fund (net current assets) of the Church were £77,672 although there is also £60,166 (less £20,000 agreed holding amount for flats refurbishment) in the flats reserve which forms part of the general fund and is available for general distribution. Furthermore, a Legacy fund of £38,455 which has no restrictions placed on its utilisation is also available for distribution.

The church also holds several other funds to cover specific expenditure categories with minimum holding levels agreed by the Church Council. Plans are in place over the medium term to utilise these funds for specific purposes agreed by the Church Council.

Further information on these funds, transactions in year and closing balances can be found in Note 18 to the accounts.

WEST BRIDGFORD METHODIST CHURCH

Plans for 2023-2024

The church has prepared its financial plan on the assumption that restrictions will not be reintroduced and that income will be broadly similar to last year. However, there is now a backlog of maintenance to be addressed a with utility costs showing significant increases the budget for the year has been set at a challenging breakeven situation.

This year the Nottingham South Methodist Circuit of which West Bridgford is a part will have 2 ministers instead of 3, following an unexpected departure of a member of the team. While this does not directly impact West Bridgford it has had an impact on the preaching plan, and has a significant impact on the responsibilities of the church’s minister. The church will try and draw more people into the leading of worship, as well as trying things like afternoon services.

Otherwise the church will try to continue and build on the work during the past year. For example we hope to take actions that allow us to achieve the Ecochurch silver award during the year.

Finance and Governance

Basis of preparation and legal framework

The Charity’s annual report and accounts for the year ended 31 August 2023 have been prepared in accordance with the Charities Act 2011 and the Charities: Statement of Recommended Practice 2015 as applicable to the Financial Reporting Standard (FRSSE) 2015.

Registration Charity Number: 1129000

Date of registration: 3rd April 2009 Main communication address: Musters Road West Bridgford Nottingham NG2 7PQ

The members of the West Bridgford Methodist Church Council Meeting are the Charity Trustees, membership being made up of Church office holders, Minister and representatives appointed by the Church at the Annual General Meeting, and a Circuit Steward.

Full list of Church Council members and key lay employees are shown as Appendix A to this report.

Treasurer : Mr Chris Morrey

Mr Morrey acted as the principal officer overseeing the day to day financial management and accounting for the church during the year.

Independent examiner : John O'Brien CA Plus Units 1 & 2, North West 41 Talbot Street Nottingham NG1 5GL

WEST BRIDGFORD METHODIST CHURCH

Bankers: HSBC plc 8 Victoria Street Westminster London SW1H 0NJ Investment Bankers: Central Finance Board of the Methodist Church 9 Bonhill Street London EC2A 4PE Trustees for Methodist Church Purposes Central Buildings Oldham Street Manchester M1 1JQ

Aims and organisation

We are here to:

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

Main activities

WEST BRIDGFORD METHODIST CHURCH

Public Benefit

We confirm the trustees have had regard to the Charity Commission’s guidance on public benefit.

Structure, Governance and Management

The governing document for the church is the Deed of Union (1932) and Methodist Church Act (1976).

Detailed governance arrangements are outlined within the Constitutional Practice and Discipline of the Methodist Church by order of the annual conference (CPD).

Day-to-day management of the church is undertaken by the Church Leadership team along with the Minister.

The Trustees are appointed at the AGM of the church and by the Church Council with the Circuit appointing a Circuit Steward in an Ex Officio capacity. Ministers are appointed by the Methodist Conference.

Trustee Training

A range of guidance produced by Methodist Connexion to support the effective running of the church, specifically the leaflet "The Role of a Trustee in The Methodist Church" and the Charity Commission Booklet "The Essential Trustee", is provided to new Trustees as induction to their role as Trustees.

Related Parties

The church is part of the Nottingham South Circuit which is part of the Nottingham and Derby District and is also accountable to the Methodist Conference.

The Internal Organisations linked to the church are; Sunday Morning Coffee and the Fairtrade Stall.

Risk Management

The major risks relating to property matters have been identified and recorded by the Trustees with professional advice taken as required. There is a regular annual review process undertaken and recorded.

The church and its buildings are insured with Methodist Insurance who undertake periodic surveys, an output of such is a risk management report. The latest survey took place in November 2016 and the risk management report was acted upon during 2016-17.

Income and expenditure is being monitored in total and is compared with the approved annual budget on a half yearly basis to detect trends as part of the risk management process to avoid unforeseen calls on reserves. Furthermore a five year forward look is being prepared and will be reviewed annually by the Church Council, this is a key part of the church’s financial strategy in managing the financial risk.

Safeguarding

Every person has a value and dignity which comes directly from the creation of male and female in God’s own image and likeness. Christians see this potential as fulfilled by God’s re-creation of us in Christ. Among other things this implies a duty to value all people as bearing the image of God and therefore to protect them from harm.

WEST BRIDGFORD METHODIST CHURCH

Methodist Connexional practice outlines commitment to the following principles:

The West Bridgford Methodist Church commits itself to ensuring the implementation of Connexional Safeguarding Policy; government legislation, guidance and safe practice in the circuit and in the churches.

The West Bridgford Methodist Church commits itself to the provision of support, advice and training for lay and ordained people that will ensure people are clear and confident about their roles and responsibilities in safeguarding and promoting the welfare of children and adults who may be vulnerable.

Reserves Policy

Unrestricted Funds

General Fund: Bal: £77,672 Target level £65,000

The aim is to hold a minimum sum equivalent to £65k or roughly 6 months’ average expenditure. The current level is above this following last years results.

No change is expected for 2023-24 with a break-even position being budgeted for.

General Fund: Flats: Bal: £60,166 Target £20,000

Two former manses now comprise 8 flats producing around £40,000 of gross rental per annum. A target level of £20,000 is considered adequate to meet normal annual overheads including refurbishment needs.

The present balance is above target level due to high occupancy levels generating increased rental income, however, an on-going programme of refurbishment is in place and the general fund above will be making significant calls on this reserve in future years. After funding these activities, any surplus will then be deployed to top up the Property Fund which is unlikely to be sufficient for on-going maintenance work.

Legacy Fund: Bal: £38,455 No target level set

WEST BRIDGFORD METHODIST CHURCH

This unrestricted fund arises from bequests made to the church with no conditions attached as to how the Church Council can utilise the monies. A target level is not considered appropriate for this Fund.

Designated Fund: Property : Bal: £35,000 Target level £35,000

The church and schoolroom buildings are substantial, and this designated fund was established to meet any major periodic expenditure, which cannot be met from the annual repairs/maintenance budget. During the year no expenditure was incurred.

Restricted Funds

For transparency and information only, we also hold 2 small Restricted Funds:

Youth Worker: Bal: £11,680 No target level set Benevolent: Bal: £500 Target £500

Approval

The Trustees’ Annual Report was approved by the West Bridgford Church Council on the 28th February 2024 and signed on its behalf by:

Signature:

Name: Rev M Roberts Position: Chair of the meeting Date: 28th February 2024

Ms Fiona Lewin Secretary

WEST BRIDGFORD METHODIST CHURCH

Appendix A

CHURCH COUNCIL MEMBERSHIP & KEY LAY WORKERS

MINISTER Rev M Roberts

LAY WORKERS Mrs H Roberts Mrs J Everett Miss A Watterson

CHURCH STEWARDS

Mrs KD Hobdell Mrs I Milburn Mrs S Bramall Mr C Rayner Ms FV Lewin Mr J Cook

CHURCH SAFEGUARDING CO-ORDINATOR

Mrs YK Mellor

CHURCH REPRESENTATIVES (OTHER MEMBERS OF THE CHURCH COUNCIL)

Mr A Harris Mrs G Cook Ms C Detain Mr M Hodgkins Mr J Heard Mrs ME Heard Miss J Lingard Mr C Morrey Mrs S Morrey Mrs A Nicholson Mr S Nicholson Mrs J Rayner Mrs MC Siefken Mrs M Thurston Mr JH Thurston Mr M Blackburn Ms B Siefken

CIRCUIT STEWARD REPRESENTATIVE Mr P Johns

WEST BRIDGFORD METHODIST CHURCH

Independent examiner’s report to the trustees of West Bridgford Methodist Church for the year ended 31 August 2023

I report to the trustees on my examination of the accounts of West Bridgford Methodist Church (the Charity) for the year ended 31 August 2023.

Responsibilities and basis of report

As the trustees of the charity 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 Charity’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination I have followed all the applicable directions given by the Charity Commission under section 145(5)(b) of the Act.

Independent examiner’s statement

I have completed my examination. I confirm that no 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 Charity 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 accounting 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.

......................................

John O’Brien MSc, FCCA, FCIE, employee of Community Accounting Plus Fellow of the Association of Charity Independent Examiners

Units 1 & 2 North West 41 Talbot Street Nottingham NG1 5GL

Date:…12/03/2024…..

Church No 1129000

West Bridgford Methodist Church

Statement of Financial Activities (SOFA) for the year ended 31 August 2023

Notes to
the
accounts
Income
1 Offerings
2 Donations
3 Gift aid
4 Interest and investment income
4
5 Income from investment properties
5
6 Internal organisations
6
7 Other charitable income
7
8Total income
Expenditure
9 Circuit assessment or share
10 Grants and donations
11 Salaries and associated costs
8
12 Property maintenance
11
13 Insurance, utilities etc
12
14 Depreciation
15 Office expenses
16 Other expenditure
13
17 Internal organisations
6
18Total charitable expenditure
19 Gains/(losses) on monetary investments
20 Gains/(losses) on investment properties
21Net income/(expenditure)
22 Transfers between funds
23 Revaluation gain on property
14
24Net movement in funds
25 Total funds brought forward
26 Total funds carried forward


General Fund
(Unrestricted)
Designated
Funds
(unrestricted)
Restricted
Funds
Endowment
Funds
Total
2022-23
£
£
£
£
£
48,016
5,100
53,116
8,379
8,379
10,283
1,275
11,558
6,161
6,161
50,637
50,637
935
935
75,836
75,836
200,247
0
6375
0
206,622
77,532
77,532
2,835
2,835
29,158
29,158
38,573
38,573
22,197
22,197
0
2,058
2,058
6,924
200
7,124
1,158
1,158
180,435
0
200
0
180,635
0
0
19,812
0
6,175
0
25,987
-200
200
0
407,702
407,702
427,314
0
6,375
0
433,689
8,650,766
35,000
5,805
8,691,571
9,078,080
35,000
12,180
0
9,125,260

West Bridgford Methodist Church

Church No 1129000

Statement of Financial Activities (SOFA) for the year ended 31 August 2022

Notes to
the
accounts
Income
1 Offerings
2 Donations
3 Gift aid
4 Interest and investment income
5 Income from investment properties
6 Internal organisations
7 Other charitable income
8Total income
Expenditure
9 Circuit assessment or share
10 Grants and donations
11 Salaries and related costs
12 Property maintenance
13 Insurance, utilities etc
14 Depreciation
15 Office expenses
16 Other expenditure
17 Internal organisations
18Total charitable expenditure
19 Gains/(losses) on monetary investments
20 Gains/(losses) on investment properties
21Net income/(expenditure)
22 Transfers between funds
23 Other gains/revaluations
24Net movement in funds
25 Total funds brought forward
26 Total funds carried forward


General Fund
(Unrestricted)
Designated
Funds
(unrestricted)
Restricted
Funds
Endowment
Funds
Total
2021-22
£
£
£
£
£
50,644
5,100
55,744
3,186
3,186
12,719
1,000
13,719
830
830
49,955
49,955
2,863
2,863
58,700
58,700
178,897
0
6,100
0
184,997
0
77,532
77,532
3,300
-
3,300
27,502
5,000
32,502
29,497
29,497
15,327
15,327
0
2,430
2,430
7,558
7,558
3,075
3,075
166,221
0
5,000
0
171,221
0
0
12,676
0
1,100
0
13,776
0
-
0
943,876
943,876
956,552
0
1,100
0
957,652
7,694,214
35,000
4,705
7,733,919
8,650,766
35,000
5,805
0
8,691,571

General l-und Deslgnated Deslgnated Restftcted Restftcted Endowment Totals 2023
(Unrestricted) Funds Funds Funds
Notesto the (Unrestrictedl
Accounts t i I t f
Fixed Assets
Church building and otherproperty 14 8.90'1,786 8,901.78e
lnvestmentprooerties
lnvestments
Total lixedassets 8,901,786 8,901,78€
Current Assets
Debtors andprepavments 15 '14,965 14,964
Loansbythe Churches
lnvestmenls with TMCP 89,640 89,64C
Central Finance Board Deposits 72,618 35,000 12,18C 119,79t
CashatBank and in hand 8,698 8,69€
Totalcurrentassets ,185,92,l 35,000 12,18A 233,1.41
Currentliabilities
Creditors (due inLrnder'1year)
la$rlsrl
Lengtsrnnliabilities
fdueafterrnorethanone year)
'.'t;-".i.';:a:;ai * iiili lll-':-;,rl
-..::ij::!;lt i::.{,1!r:il
ftte*assefs 9-078,0791 35,00( 12,18t Ia,ssr,szr
Funds of the Church
Generai Fund (Unrestrictec,) 19 9,078.07S 9,078,079
Desiqna:eof-LlnosIUnrestlcted) 35,0001 35,00c
TatalUnrestrictedFunds
Restricted Funds
I-
dtsol
9,113,079
'12,1 B0
Endowment Funds
Tatal Funds 9,078,079 35,000112,1801 9,125,259
sisnedry

Notes to the Accounts

1. Statement of Compliance

The financial statements have been prepared in accordance with the second edition of Recommended Practice issued in October 2019, the Financial Reporting Standard applicable in the United Kingdom and Republic of Ireland (FRS 102) and the Charities Act 2011.

The charity opted to adopt Bulletin 1 published on 2 February 2016 and therefore have not included a cash flow statement in these financial statements.

2. Funds

The funds held constitute: General Funds held for any purpose of the Church which are unrestricted. Restricted funds which are held for a narrower purpose. Details of each material fund are disclosed in note 19. Any funds may be represented by more than just cash.

3. Accounting policies

Basis of prepara�on

West Bridgford Methodist Church meets the definition of a public benefit entity under FRS102. Assets and liabilities are initially recognised at historic cost or transaction value unless otherwise stated in the relevant accounting policy notes.

Income

Income is included in the Statement of Financial Activities (SOFA) when the Church becomes entitled to the resources, and the trustees are reasonably certain they will receive the resources; and the monetary value can be measured with sufficient reliability.

Expenditure

This is recognised when a liability is incurred, or a constructive obligation arises, that results in the payment being unavoidable. Liabilities are recognised as soon as an outflow of economic benefit is considered more likely than not under the legal or constructive obligation committing the Church to pay out resources.

Grants

Grants made by the Church from its own funds are recognised in full at the time of agreement or when the Church accepts that there is a legal or operational obligation to make the payment. When the grant is recurrent over more than one year the balance payable in future years is treated as a provision for future commitments in the Balance Sheet against the appropriate fund, the provision being released in future years as instalments are paid in accordance with the originally agreed terms.

VAT

Since the Church is not VAT registered, all input VAT is charged with the expenses to which it refers.

Tangible fixed assets for use by the Church

These are capitalised if they can be used for more than one year, and individually cost at least £1,000. The freehold property is shown at cost and the difference between this and the insurance valuation is shown as revaluation reserve.

Investment Properties

Investment properties - a block of 8 flats form part of the church premises and net proceeds are held in a reserve, the utilisation of such is agreed by the Church Council.

Investments

Investments are valued in the Balance Sheet at market value at the year end. Investment income is included in the accounts when receivable and any gains or losses on revaluation at the year end are shown in the SOFA.

Debtors and Prepayments

Debtors include outstanding room lettings invoices in August.

Creditors

Creditors include outstanding items relating to utilities, telephones, etc in August.

----- Start of picture text -----
4. Interest & Investment
Unrestricted Restricted
income 2023 2022
£ £ £ £
Central Finance Board 3,366 3,366 355
Other - TMCP 2,795 2,795 475
Miscellaneous
Total 6,161 0 6,161 830
----- End of picture text -----

5. Income from investment properties

This represents rental income received from the letting of 8 flats which form part of the church premises.

6. Internal Organisations
Tuesday Group
Sunday Coffee
Fairtrade Stall
Total
7. Other Charitable Income
Hire of church rooms
Miscellaneous
Total
Opening Bal
Receipts
Payments
Closing Bal
£
£
£
£
176
0
176
0
103
103
912
935
982
865
1,191
935
1,158
968
Unrestricted
Restricted
2023
2022
£
£
£
£
75,836
75,836
57,420
0
0
1,280
75,836
0
75,836
58,700

8. Salaries and associated costs

The church had 3 lay employees (1.75FTE) who are employed by the Circuit who then recharge the costs to the church. Their costs are shown under this category for transparency.

Payments made to trustees for additional services provided to the Church
by agreement with the Church Council Meeting
No expenses were paid to Trustees in the year.
Other fees (eg: advice, accountancy services) paid to the independent
examiner or auditor
Maintenance
Refurbishment
Cleaning
Miscellaneous
12. Utilities, insurance etc
Insurance
Utilities
13. Other Expenditure
Worship Materials
Flats- Commission/Fees
Other
Total General Fund
Benevolent Payments
Total Restricted Funds
9. Payment to Trustees
10. Fees for examination or audit of the accounts
Independent examiner’s or auditors' fees for reporting on the accounts
11. Property Expenses
2023
£
nil
720
nil
21,638
0
13,043
3,892
38,573
7,835
14,362
22,197
449
4,299
2,176
6,924
200
200
2022
£
nil
672
nil
15,127
0
10,855
3,515
29,497
6,512
8,815
15,327
245
5,313
2,000
7,558
0
nil

14. Tangible Fixed Assets

Cost or valuation

----- Start of picture text -----
Other
fixed
Church (non Other non Investment assets Payments on
investment) investment properties including Fixtures, account and
land and land and (land and motor fittings and assets under
buildings buildings buildings) vehicles equipment construction Total
£ £ £ £ £ £ £
Balance brought
forward 8,494,084 8,494,084
Additions 0
Revaluations (+/-) 407,702 407,702
Disposals (-) 0
Transfers * (+/-) 0
Balance carried
forward 8,901,786 0 0 0 0 0 8,901,786
Accumulated depreciation
Balance brought
forward 0
Depreciation charge
for year (-) 0
Revaluations (+/-) 0
Disposals (-) 0
Transfers (+/-) 0
Balance carried
forward 0 0 0 0 0 0 0
Net book value
Brought forward 8,494,084 - - - - 8,494,084
Carried forward 8,901,786 - - - - 8,901,786
----- End of picture text -----*

Debtors and prepayments
Other debtors
Total debtors and prepayments
Trade Creditors
Other Creditors
Total Current Liabilities
17. Analysis of net assets between funds
Tangible fixed assets
Current assets
Total net assets
Tangible fixed assets
Current assets
Total net assets
15. Analysis of current assets and debtors
Prepayments
Accrued income
Current liabilities
Current liabilities
16. Analysis of current liabilities and creditors
2023
2022
£
£
548
921
10,000
10,000
4,417
5,624
14,965
16,545
£
£
2,527
7,781
7,101
6,204
9,628
13,985
Unrestricted Unrestricted Restricted
2023
General
Designated
£
£
£
£
8,901,786
8,901,786
185,921
35,000
12,180
233,101
-9,628
-9,628
9,078,079
35,000
12,180
9,125,259
Unrestricted Unrestricted Restricted
2022
General
Designated
£
£
£
£
8,494,084
8,494,084
170,667
35,000
5,805
211,472
-13,985
-13,985
8,650,766
35,000
5,805
8,691,571

18. Capital commitments and contingent liabilities

At the 31st August 2023 the Church has no capital commitments. No Contingent liabilities were identified at 31st August 2023.

19. Detailed analysis of individual fund movements

Unrestricted Funds

----- Start of picture text -----
Fund Name Opening Income Expenditure Transfers Revaluation Closing
Balance gains/losses Balance
General fund 8,650,766 200,247 -180,435 -200 407,702 9,078,080
Designated -
unrestricted
Fund Name Opening Income Expenditure Transfers Revaluation Closing
Balance gains/losses Balance
Property Fund 35,000 35,000
Restricted Funds
Fund Name Opening Income Expenditure Transfers Revaluation Closing
Balance gains/losses Balance
Benevolent 500 0 -200 200 500
Youth Worker 5,305 6,375 0 11,680
0
0
0
Totals 5,805 6,375 -200 200 0 12,180
Endowment Funds
Restricted Fund Opening Income Expenditure Transfers Revaluation Closing
Name Balance gains/losses Balance
0
Totals 0 0 0 0 0 0
----- End of picture text -----

Fund purposes

Property (designated) ; To provide cover for any major repairs that may become necessary on the church buildings.

Youth Worker (restricted) ; Set up to provide coverage for this post from specific donations when the general fund cannot fully cover. Donations part utilised to cover costs and reduce reserve.

Benevolent (restricted) ; To provide funds to help members with special needs and support for emergency appeals.

Reasons for transfer between funds

A transfer of £200 was made from the General Fund to the Benevolent Fund to maintain its agreed holding level.

20. Related party transactions

----- Start of picture text -----
This year
Name of related Relationship Description of Income Payments Loans to / Amounts
party transaction from to related (from) owed by /
related party during related (to) related
party during the year party during party as on
the year the year 31-Aug-
2022
£ £ £ £
methodist
MHA organisation donation 313
methodist
All We Can organisation donation 586
Mission in methodist
Britain Fund organisation donation
Fund for
Support of
Presbyters & methodist
Deacons organisation donation 500
Fund for methodist
Property organisation donation 1,000
World Mission methodist
Fund organisation donation 345
Mission
alongside the methodist
poor organisation donation
Total 0 2,744 0 0
----- End of picture text -----

----- Start of picture text -----
Last year
Name of related Relationship Description of Income Payments Loans to / Amounts
party transaction from to related (from) owed by /
related party during related (to) related
party during the year party during party as on
the year the year 31-Aug-
2021
£ £ £ £
methodist
MHA organisation donation 120
methodist
All We Can organisation donation 485
Mission in methodist
Britain Fund organisation donation
Fund for
Support of
Presbyters & methodist
Deacons organisation donation 500
Fund for methodist
Property organisation donation 1,000
World Mission methodist
Fund organisation donation
Mission
Alongside the methodist
poor organisation donation
Cotgrave
Methodist methodist
Church organisation donation 0
Total 0 2,105 0 0
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