Trustees’ Annual Report for the period
From 01/09/2023 Period start date To 31/08/2024 Period end date
Charity name: Wilmslow Methodist Church
Charity registration number: 1129459
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | The calling of the Methodist Church is to respond to the Gospel of God’s love in Christ and to live out it’s discipleship in worship and mission |
| 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 |
Regular Sunday services open to all. Work with children and young people. Collections for local and national charities. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | The trustees are aware of the Charity Commission guidance. |
Additional information (optional)
You may choose to include further statements where relevant about:
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 | All Church activities are run by volunteers who give their time and money. |
| 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 | The Methodist Church offers both spiritual and material sustenance to believers and tries to bring the message of God’s love to the community. |
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 | The Church designates 10 local and national charities and good causes which the Church members support. |
| Investment performance against objectives |
Para 1.41 | We do not have performance-based objectives. |
| Other |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | We showed a surplus at the end of the period primarily due to a repayment of funds from the Methodist Connexion and the residue from our pre-school. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | Reserves policy is based on the requirement for the Church to be able to achieve 3 months work without income. |
| Amount of reserves held | Para 1.22 | £22,800 |
| 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 | N/A |
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 |
Principle source of funds is donations from Church members. |
|---|---|---|
| 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 | Declining Church attendance and membership. |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Constitution of the Methodist Church |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | Federated member (subsidiary) body |
| 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 | Trustees voted in by Church members |
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 | Wilmslow Methodist Church is a member of the Bramhall & Wythenshawe Circuit |
| Relationship with any related parties |
Para 1.51 | |
| Other |
Reference and Administrative details
| Charity name | Wilmslow Methodist Church |
|---|---|
| Other name the charity uses | |
| Registered charitynumber | 1129459 |
| Charity’s principal address | Kings Close, Water Lane, Wilmslow, SK9 5AR |
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 |
Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee (ifany) |
|---|---|---|---|---|
| Ian Smart | Minister | |||
| Ian Kennedy | Treasurer | |||
| Jennifer Deverell | Administrator | |||
| Margaret Barlow | Co- Secretary | |||
| Ann Thompson | Co - Secretary | |||
– 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 N/A held in this capacity
Name and objects of the N/A charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for N/A safe custody and segregation of such assets from the charity’s own assets
Additional information (optional)
Names and addresses of advisers (Optional information)
Type of Name Address adviser
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
Ian Kennedy Signature(s) Ian Smart Ian Douglas Kennedy Full name(s) Ian William Smart Position (eg Secretary, Minister and Chair of Church Church Treasurer Chair, etc) Council Date 28 March 2025
REPORT AND ACCOUNTS (ACCRUALS BASIS) for the year ended 31 August 2024 Wilmslow Methodist Church R•glstor•d Charlty. Reglstratlon numbw Iifappllc4bl•) 1129459 ClrcuSt No 19115 Mlnlstsr Reverend lan Smart Church 8toward8 ChurchTrusurer Mr lan Kennody
B31ance Slt 2024 ilmslow Methodist Church Balance Sheet as at 31 August 2024 Gentrtl F1 Tolth YJ24 Tl18 2023 FurwJ& Churth aryj 3.417,884 3.417.e84 3,20fi.531 1nvesiTrts 3h17.884 1417,684 3,308,631 CuYr•ntA•••ts Debtor8&n(S othèr InI6WrtTh TMCP Cqfjtral Fiw¢• BMrd D•pc• Cash ai kr in hd 7.719 7.719 7.420 45.404 24.$21 6150 30.671 74.280 16,680 83,gS5 14,53 Bb,•12 59,987 8.022 Crediiors i• der 1 >wl Gr•ntS 2022.23 367 367 $9,987 jo.vi 8.022 9gM79 Totsl?As0ts loss ¢uri•ntlthblW#•• 59.987 30,671 3,425.706 1616,JSJ 3,3M,I Longterm U•bllltl¢s (due 4fter mry• th*h oh• ••rl •ft•r 2022-23 59,907 30.171 3.426.7 3,3M,ofte Fund• •fth• ehurch GerTal FuThl Iunres OWrle4 Funds Unrnstrrded) 59.987 30.e71 ,8S8 3h2$,7 53.019 24.521 77.$34 3,31$,SS3
).671 Restrrt•J Fund3 JA26.7 TotylFundB 3071 3.42$. J,$16.J84 3.394066 C..IUwsVeteriDocumentsVaoUntkn8WethodV>24 al[5024 Print FoldedBal prfnt
SOFA WJImsh ktsthrKltsl Church statomont of Fln•nclal Actlvltlts (SOFA} for tho yoar Ond 31 Augu8t 2024 2021.2S Income 1 Off4nn 62.752 61762 81,634 2 DWxin 23 a Gfftd 14171 JJ• 7,112 Lbry4nd PCr( 14.883 1Q.Q 171 •1.•14 1.438 8 Totsl Incun• Expondltur• 61.334 1103 1.103 11 Prop•rty mintttmn 11,721 13 DqpF•¢h•don 14 15 oth•r•xdrn 67.7B1 67,711 17 To1•1 thvtt•W••xp•ndkn I12) 12)1 121,364 223,784 20 Il•tlTroOr•xP•TrdHUM> 21 Trnnthrn botwn 22 OthDrylrWM•8} 101,183 112,278 110,03 24Totsl funds bwhtlon¥¥d 25T•t¥l fvRd5uwrSEdfoThvwd s)15 JJ11,6B3 JJ94,ty87 JJ71,0 10.•71 3 J J94,087
Name of Church Wilfflslow Methodist Note5tothe A(awJrts B•sii of arujuntl The1h)al statementshMbew rKeparedundutheChathLt2011kn arLordaKelth FP5102IChafft5SORP IFKS1021 and theO4rhsAct 21 Fund5 TheluNts w¢ortsiv. 6ents4 FyrJsheI1 Iw4nywr#)sedthei)urthtJJhkh4relhffe#rixed. Hestrfttedlunds%%thkhare hekllora narr¢xverwrFQ Ch8tht1rtQM3•¢K8ankn3illn5. Thore are aIsothefdby Endowrnent fundsas1Trsted. Detabdexh merklfuThJ a[edtsdCd Inthe Reser¥s P. Arryfrjnds rnkne represented b¥rnorethan lu%t cash. Arujuntlni polkle5 TheseJccountshMbeen kYep•redw thEb•y50f htytryic•1<05ttN¢Otth•t¥è$ttrThtntslresh Jtthtrr ffi•tkÈtv•K •t thendoftheVt•r. ba¥$ ¢oth)wa ¢rufavwolthèChurth-s ftThandal PDsttlon and attk4lts. Incom• 1COme hlnctyjded knthestatemem ofFkn•thIAcipiI5oFWhn thethurth betomesemittDlhtrtstrJrCÉ$. Ind the t1¢e$ll•lkCQInlhry Ihe resum. wd the monetaryv•tyxon bÈrnea5ured wrth suffidert EJtp•ndltur• • n•blty or•eohsrnth¢¥•ik•n•rtes.Th•tfewttsi p•yment beiw un•vokI•e. L¥jIrtS¥* ietwned asstth•S•hWtfk)wofefOhOMk rn0 NIth•Th0tnd¢I the or Grants (knts rnod• ow)If¥ndsir•¥•wbed lTrfull atthtlm¢ofavwrnwtor the Chuich affepts rhii th•rnL% a Ioi OPttknnal obwptknn tornok•th•p•wMt the yant s 1eoJrieTrtor moiethin On?lT th• baD¢epaY•b lTrfiJtuiewrs+stT•at•da5a pirpl51orfvtsJre{OrnMlIffieDrs IDtht lInShe4tO4alTrSI the approprmt luthe pr beiree04j&nrsI% thstae5are COrnththen1II¥Oyeed term5. VAT sbethE ClwthisnotVATru&all kwivAT15thirpdwlththetyn5e5 thter. Tary5b nxed assetsfttuse bythe Churth Thw4rn w•d1ornn¢4mj.¥n¢ IrUl1¥K EL). Invertment Prowrtles In¥ÈstsMfvt PWls.MwtwtrtsoJTh•rttydeernedtO TrL bE hehJforthEknr4terrn purpxe50fthEtharlty. Inv•5tments bY$tnIS the banSt mark•ttAh•tthvwwbJ. Iriie#mMtthrom¢ b Ind Intht•cc¢unts kniroc•PAtsl•ar4lJwrfpknsor&¥ss•s0nr*A3tlOThItthIr•TrdIrn5hakn th•SOF Debtors and Prep8wnents Cr•dttors
Tangible fixed Assets Cost or valuation Church (non Investsnent land aNI Iwildin85 Building at insurance valuation Balance brought forward Additions 3,308,531 Revaluations l+/_I Disposals l-l Transfers {+/-} 109.153 Balance carrled fonvard 3,417.684 Accumulated depreclatlon Balan brought fon¥ard Depreclation charge for year (-) Revaluations l+/-) Disposals l_l Transfers 1+1.) Balance carrled fonuard Net ly)ok value Brought forward 3.308,531 Carrled forward 3.417,684
Wilmslow M•thodist Church DECLARATIONS Trnasuror I c£Jnfirrn thal I have wepared the ac£ounts from the [OrdS ol Churd) and that they Inde all fvnds under the cAJntrol of the Churth Counc¥l sh3natu ofTwsu Narno lan Kenrw Addre58 9 Manor Gardens WILMSLOW SK9 2DQ Pre•entstlon to tho Church Councll Morflng for approval. I confimi that tho Accnts were, to Ihe Chwth Cthjnul MeetiThJ on and **rè apwoved. snaknre ol the Chair ofthe m8eting Name ofthe Chair ofthe me•ting
Indep•ndent Examin•trs Report to the Trustws of th• Wilmslow M•thodist Church I [)rt on the Churth ACcnts for the endgj 31° Ast 224 R88P•Ctlv• rnsponslbllltl08 of Tru8t•08 and Examln The Chur¢h'J thJ8tees are rn8p0n¥b preparakn ofthe ac¢xmts. Th& Churth'$ Tr(th8S o)n$kl8r that an audit Is not requirad lorthis uThJgr S8cab)n 144 of Ihe Chanli8s Ad 2011lthe Chanli8s Ac) aTrJ Ihat an ndependent examination is nee¢Jed. It is my respS[li[ty to". exami the 8o>)unts under sectw 145 ofthe Chaltses Ac 2011,. to folknwthè prctedur8s laJ thy•m in 98nwal Diro(ons gi¥en ty the Charity Commission under Section 145(5llbl ol the Chanb'e5 act.. and Ba•h of Ind•p•nd•nt Ex•mln•rf• R•port fyexaft¥nation wai c•r71wJ ¢AJl kn ¥cctylarth h byts Chanty Ctymmw. examinabon In¢lJdo$ a rav olthe 8¢¢Othllng reecrfdi kepi th8rity $r • o)mpartyJon althÈ a¢cw)ts th08e r8&)rds. tt also Ind0& c31d0r8I1on 01 any thu$u¥l items t¥disdosures in tr a¢n)w)ts. 8Th1 seeknNJ eyWwib>L8 y(xJ 8$ TrLtslee8 concemir¥ artysuch matters. Th? proe$ undÈrtaken do w bvo¥bJo alth¢ ¢vW¢¢ I be r8wYed m an aL#Jrt 8TrJ ceqnty rKs 0rTr * gi%n 88 to ¥kn8th8r Ind•p•nd•nt ExamIn•• Stat•mont In connection my exarninatic. no matlor has o)ma to my 8ttenb'on.' whlch gfvg8 m• reawngbkn ca(w to b•16gve that in matgrtgl rnspgctthg requiremonts. . to kg&p awunb.ng 18¢ords in OLxgydanc• wlh "On 130 0lth& Chanti¥$ Act 2011, antj . to ppare accounis wthith accord wth the accounts'ng records aThJ compty the accountirvJ havè not be mrt or (21 to wht¢h. In myoplnw. 8tten¥on $lKxthJ be th•¥n In ordorto •nabb • under8tsndln9 01 the Narne P•tw tJ& Lq Wyche signa Rg1gV8nt Professional qualrfKati"on or FCA Addrass 16 nd¢t F¢)kl Trive WILMSLOW SK9 6DT
REPORT AND ACCOUNTS (ACCRUALS BASIS) for the year ended 31 August 2024 Wilmslow Methodist Church R•glstor•d Charlty. Reglstratlon numbw Iifappllc4bl•) 1129459 ClrcuSt No 19115 Mlnlstsr Reverend lan Smart Church 8toward8 ChurchTrusurer Mr lan Kennody
B31ance Slt 2024 ilmslow Methodist Church Balance Sheet as at 31 August 2024 Gentrtl F1 Tolth YJ24 Tl18 2023 FurwJ& Churth aryj 3.417,884 3.417.e84 3,20fi.531 1nvesiTrts 3h17.884 1417,684 3,308,631 CuYr•ntA•••ts Debtor8&n(S othèr InI6WrtTh TMCP Cqfjtral Fiw¢• BMrd D•pc• Cash ai kr in hd 7.719 7.719 7.420 45.404 24.$21 6150 30.671 74.280 16,680 83,gS5 14,53 Bb,•12 59,987 8.022 Crediiors i• der 1 >wl Gr•ntS 2022.23 367 367 $9,987 jo.vi 8.022 9gM79 Totsl?As0ts loss ¢uri•ntlthblW#•• 59.987 30,671 3,425.706 1616,JSJ 3,3M,I Longterm U•bllltl¢s (due 4fter mry• th*h oh• ••rl •ft•r 2022-23 59,907 30.171 3.426.7 3,3M,ofte Fund• •fth• ehurch GerTal FuThl Iunres OWrle4 Funds Unrnstrrded) 59.987 30.e71 ,8S8 3h2$,7 53.019 24.521 77.$34 3,31$,SS3
).671 Restrrt•J Fund3 JA26.7 TotylFundB 3071 3.42$. J,$16.J84 3.394066 C..IUwsVeteriDocumentsVaoUntkn8WethodV>24 al[5024 Print FoldedBal prfnt
SOFA WJImsh ktsthrKltsl Church statomont of Fln•nclal Actlvltlts (SOFA} for tho yoar Ond 31 Augu8t 2024 2021.2S Income 1 Off4nn 62.752 61762 81,634 2 DWxin 23 a Gfftd 14171 JJ• 7,112 Lbry4nd PCr( 14.883 1Q.Q 171 •1.•14 1.438 8 Totsl Incun• Expondltur• 61.334 1103 1.103 11 Prop•rty mintttmn 11,721 13 DqpF•¢h•don 14 15 oth•r•xdrn 67.7B1 67,711 17 To1•1 thvtt•W••xp•ndkn I12) 12)1 121,364 223,784 20 Il•tlTroOr•xP•TrdHUM> 21 Trnnthrn botwn 22 OthDrylrWM•8} 101,183 112,278 110,03 24Totsl funds bwhtlon¥¥d 25T•t¥l fvRd5uwrSEdfoThvwd s)15 JJ11,6B3 JJ94,ty87 JJ71,0 10.•71 3 J J94,087
Name of Church Wilfflslow Methodist Note5tothe A(awJrts B•sii of arujuntl The1h)al statementshMbew rKeparedundutheChathLt2011kn arLordaKelth FP5102IChafft5SORP IFKS1021 and theO4rhsAct 21 Fund5 TheluNts w¢ortsiv. 6ents4 FyrJsheI1 Iw4nywr#)sedthei)urthtJJhkh4relhffe#rixed. Hestrfttedlunds%%thkhare hekllora narr¢xverwrFQ Ch8tht1rtQM3•¢K8ankn3illn5. Thore are aIsothefdby Endowrnent fundsas1Trsted. Detabdexh merklfuThJ a[edtsdCd Inthe Reser¥s P. Arryfrjnds rnkne represented b¥rnorethan lu%t cash. Arujuntlni polkle5 TheseJccountshMbeen kYep•redw thEb•y50f htytryic•1<05ttN¢Otth•t¥è$ttrThtntslresh Jtthtrr ffi•tkÈtv•K •t thendoftheVt•r. ba¥$ ¢oth)wa ¢rufavwolthèChurth-s ftThandal PDsttlon and attk4lts. Incom• 1COme hlnctyjded knthestatemem ofFkn•thIAcipiI5oFWhn thethurth betomesemittDlhtrtstrJrCÉ$. Ind the t1¢e$ll•lkCQInlhry Ihe resum. wd the monetaryv•tyxon bÈrnea5ured wrth suffidert EJtp•ndltur• • n•blty or•eohsrnth¢¥•ik•n•rtes.Th•tfewttsi p•yment beiw un•vokI•e. L¥jIrtS¥* ietwned asstth•S•hWtfk)wofefOhOMk rn0 NIth•Th0tnd¢I the or Grants (knts rnod• ow)If¥ndsir•¥•wbed lTrfull atthtlm¢ofavwrnwtor the Chuich affepts rhii th•rnL% a Ioi OPttknnal obwptknn tornok•th•p•wMt the yant s 1eoJrieTrtor moiethin On?lT th• baD¢epaY•b lTrfiJtuiewrs+stT•at•da5a pirpl51orfvtsJre{OrnMlIffieDrs IDtht lInShe4tO4alTrSI the approprmt luthe pr beiree04j&nrsI% thstae5are COrnththen1II¥Oyeed term5. VAT sbethE ClwthisnotVATru&all kwivAT15thirpdwlththetyn5e5 thter. Tary5b nxed assetsfttuse bythe Churth Thw4rn w•d1ornn¢4mj.¥n¢ IrUl1¥K EL). Invertment Prowrtles In¥ÈstsMfvt PWls.MwtwtrtsoJTh•rttydeernedtO TrL bE hehJforthEknr4terrn purpxe50fthEtharlty. Inv•5tments bY$tnIS the banSt mark•ttAh•tthvwwbJ. Iriie#mMtthrom¢ b Ind Intht•cc¢unts kniroc•PAtsl•ar4lJwrfpknsor&¥ss•s0nr*A3tlOThItthIr•TrdIrn5hakn th•SOF Debtors and Prep8wnents Cr•dttors
Tangible fixed Assets Cost or valuation Church (non Investsnent land aNI Iwildin85 Building at insurance valuation Balance brought forward Additions 3,308,531 Revaluations l+/_I Disposals l-l Transfers {+/-} 109.153 Balance carrled fonvard 3,417.684 Accumulated depreclatlon Balan brought fon¥ard Depreclation charge for year (-) Revaluations l+/-) Disposals l_l Transfers 1+1.) Balance carrled fonuard Net ly)ok value Brought forward 3.308,531 Carrled forward 3.417,684
Wilmslow M•thodist Church DECLARATIONS Trnasuror I c£Jnfirrn thal I have wepared the ac£ounts from the [OrdS ol Churd) and that they Inde all fvnds under the cAJntrol of the Churth Counc¥l sh3natu ofTwsu Narno lan Kenrw Addre58 9 Manor Gardens WILMSLOW SK9 2DQ Pre•entstlon to tho Church Councll Morflng for approval. I confimi that tho Accnts were, to Ihe Chwth Cthjnul MeetiThJ on and **rè apwoved. snaknre ol the Chair ofthe m8eting Name ofthe Chair ofthe me•ting
Indep•ndent Examin•trs Report to the Trustws of th• Wilmslow M•thodist Church I [)rt on the Churth ACcnts for the endgj 31° Ast 224 R88P•Ctlv• rnsponslbllltl08 of Tru8t•08 and Examln The Chur¢h'J thJ8tees are rn8p0n¥b preparakn ofthe ac¢xmts. Th& Churth'$ Tr(th8S o)n$kl8r that an audit Is not requirad lorthis uThJgr S8cab)n 144 of Ihe Chanli8s Ad 2011lthe Chanli8s Ac) aTrJ Ihat an ndependent examination is nee¢Jed. It is my respS[li[ty to". exami the 8o>)unts under sectw 145 ofthe Chaltses Ac 2011,. to folknwthè prctedur8s laJ thy•m in 98nwal Diro(ons gi¥en ty the Charity Commission under Section 145(5llbl ol the Chanb'e5 act.. and Ba•h of Ind•p•nd•nt Ex•mln•rf• R•port fyexaft¥nation wai c•r71wJ ¢AJl kn ¥cctylarth h byts Chanty Ctymmw. examinabon In¢lJdo$ a rav olthe 8¢¢Othllng reecrfdi kepi th8rity $r • o)mpartyJon althÈ a¢cw)ts th08e r8&)rds. tt also Ind0& c31d0r8I1on 01 any thu$u¥l items t¥disdosures in tr a¢n)w)ts. 8Th1 seeknNJ eyWwib>L8 y(xJ 8$ TrLtslee8 concemir¥ artysuch matters. Th? proe$ undÈrtaken do w bvo¥bJo alth¢ ¢vW¢¢ I be r8wYed m an aL#Jrt 8TrJ ceqnty rKs 0rTr * gi%n 88 to ¥kn8th8r Ind•p•nd•nt ExamIn•• Stat•mont In connection my exarninatic. no matlor has o)ma to my 8ttenb'on.' whlch gfvg8 m• reawngbkn ca(w to b•16gve that in matgrtgl rnspgctthg requiremonts. . to kg&p awunb.ng 18¢ords in OLxgydanc• wlh "On 130 0lth& Chanti¥$ Act 2011, antj . to ppare accounis wthith accord wth the accounts'ng records aThJ compty the accountirvJ havè not be mrt or (21 to wht¢h. In myoplnw. 8tten¥on $lKxthJ be th•¥n In ordorto •nabb • under8tsndln9 01 the Narne P•tw tJ& Lq Wyche signa Rg1gV8nt Professional qualrfKati"on or FCA Addrass 16 nd¢t F¢)kl Trive WILMSLOW SK9 6DT