Trustees’ Annual Report for the period
From 01/09/2020 Period start date To 31/08/2021 Period end date
Charity name: Altrincham Methodist Church
Charity registration number: 1129558
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | The purposes of The Methodist Church are, and shall have deemed to have been since the date of the union, the advancement of A) The Christian faith in accordance with the doctrinal standards and the discipline of the Methodist Church B) The charitable purposes 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 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 |
A) the provision of regular acts of worship open to members of the church and non-members alike with on line services provided during lockdown B) the provision of sacred space (a building) for prayer and contemplation when lockdown guidelines allow C) the teachings of Christianity through sermons, courses and small groups including via zoom and telephone D) Pastoral work including visiting the sick and bereaved as lockdown guidelines allow The provision of young people’s groups, senior citizens groups etc with a Christian ethos as lockdown guidelines allow |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | The Trustees have had regard to this guidance |
|---|---|---|
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 | A) The church held regular public services each Sunday: early morning communion and morning worship together with regular Sunday evening worship until the impact of Coronavirus took hold and lockdown guidelines came into effect. During the morning service, crèche facilities are provided so that parents of younger children can attend. Sunday club is run enabling young people to worship in a style more suited to their needs. With the impact of coronavirus restrictions we have switched to mainly online services available to members and non-members alike Additional services are held during Christmas and Easter together with |
special services for some of the groups that use our premises e.g. parent and toddler service, senior citizens lunch service, shoppers / office workers service when possible given lockdown restrictions B) In addition to the regular services we have a prayer chapel that is available for quiet prayer and contemplation with church members available for support if required C) Our services include regular Christian teaching in the form of sermons but we also run Bible study groups and prayer groups and have a number of small house groups that meet each month and are open to members and non-members alike D) Members of our church regularly visit and support people who are ill including non-members. We try to offer comfort and practical support including lifts to hospital and help with shopping etc E) We run the following groups on a regular basis – young people discussion group, weekly lunch and social group aimed at senior citizens but open to all ages, 2 parent and toddler groups, prayer group although many of these groups are currently unable to meet in person given lockdown restrictions In addition we make our premises available for Boys’ Brigade, Beavers, Cubs, Scouts, Rainbows, Brownies, Guides, group working with adults with learning difficulties, anxiety group, AA as restrictions allow
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 | The charity is considered to be financially stable although reserves will potentially reduce over the next 12 months due to a reduction in income from room and car park letting due to lockdown restrictions |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | To maintain a balance of £70,000 to meet 7 months Circuit assessment at £35,000 plus a further £35,000 to cover general expenditure |
| Amount of reserves held | Para 1.22 | £78,809 |
| 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 | None assuming coronavirus restrictions do not continue post then end of 2021 |
| Additional information (optional) You may choose to include further statements |
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 | Members donations, room hire and car parking although the latter two have been significantly reduced for the time being given the lockdown restrictions |
| 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 | Governing document issued by The Methodist Church |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | Governing document issued by The Methodist Church |
| 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 | Elected by annual Church Council |
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 | Altrincham Methodist Church |
|---|---|
| Other name the charity uses | n/a |
| Registered charity number | 1129558 |
| Charity’s principal address | Barrington Road, Altrincham, Cheshire, WA14 1HF |
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 22 |
Trustee name | Office (if any) | Dates acted if not for whole **year ** |
Name of person (or body) entitled to appoint trustee (ifany) |
|---|---|---|---|---|
| Rev. Janet Aspey | Chair | |||
| Ian Roberts | Treasurer | |||
| Pauline Roberts | Steward | |||
| Christine Hynes | Steward | |||
| Don Hines | ||||
| Liz Harwood | ||||
| Judith Cichocki | ||||
| Rachel Miller | ||||
| Hugh Davies | ||||
| Catherine Merrell | ||||
| Carol Dodd | ||||
| Graham Jackson | ||||
| Matthew Davies | ||||
| Laura Grewer | ||||
| Leslie Entwistle | Steward | |||
| Dot Bretherton | ||||
| Fiona Pearson | Secretary | |||
| Ruth Brankin | ||||
| David Taylor | ||||
| Debbie Wadsworth | ||||
| Rose Buckley | ||||
| Kevin Jaquiss | ||||
– 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 |
From time to time funds are collected for other charities such as All We Can, Action For Children, Oxfam etc |
|---|---|
| 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 |
Funds are identified separately in accounts but are general sent to the relevant charity within 7 / 10 days of being collection |
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
| Signature(s) Full name(s) Position (eg Secretary, Chair, etc) Date |
||
|---|---|---|
| Rev Janet Aspey | Ian Roberts | |
Chair |
Treasurer | |
| 10/03/2022 | ||
| 10/03/2022 |
1129558 1129558
ALTRINCHAM METHODIST CHURCH 1129558 Receipts and payments accountspts and payments accountsts and payments accountspayments accountsayments accountsyments accountsments accounts
Receipts and payments accountspts and payments accountsts and payments accountspayments accountsayments accountsyments accountsments accounts CC16a For the period Period start date Period end date To from 01/09/2020 31/08/2021
| Section A Receipts and payments | Section A Receipts and payments | |||||
|---|---|---|---|---|---|---|
| A1 Receipts | Unrestricted funds to the nearest £ 48,031 42 19,070 38,781 - - - - 105,924 - - - 105,924 72,036 - 5,812 10,240 32,260 - - - - 120,348 - - - 120,348 - 14,424 - 93,233 78,809 |
Restricted funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - |
Endowment funds to the nearest £ |
Total funds to the nearest £ 48,031 42 19,070 38,781 - - - - 105,924 - - - 105,924 72,036 - 5,812 10,240 32,260 - - - - 120,348 - - - 120,348 - 14,424 |
Last year to the nearest £ |
|
| Offerings and tax recovered | 48,031 | - - - - - - - - - |
48,031 | 51,415 | ||
| Bank and CFB interest and investment income |
42 | 42 | 207 | |||
| Lettings | 19,070 | 19,070 | 53,831 | |||
| Other receipts | 38,781 | 38,781 | 41,184 | |||
| - | - | - | ||||
| - | - | - | ||||
| - | - | - | ||||
| - | - | - | ||||
| Sub total(Gross income for AR) |
105,924 | 105,924 | 146,637 | |||
| A2 Asset and investment sales, (see table). |
||||||
| - | - - - |
- | ||||
| - | - | - | ||||
| Sub total | - | - | - | |||
| Total receipts A3 Payments |
||||||
| - | 105,924 | 146,637 | ||||
Circuit Assessment |
72,036 | - - - - - - - - - - |
72,036 | 66,000 | ||
| Donations | - | - | - | |||
| repairs and maintenance | 5,812 | 5,812 | 5,435 | |||
| Utilities | 10,240 | 10,240 | 16,286 | |||
| Otherpayments | 32,260 | 32,260 | 39,644 | |||
| - | - | - | ||||
| - | - | - | ||||
| - | - | - | ||||
| - | - | - | ||||
| **Sub total ** | 120,348 | 120,348 | 127,365 | |||
| A4 Asset and investment purchases, (see table) |
||||||
| - | - - - |
- | ||||
| - | - | |||||
| **Sub total ** | - | - | - | |||
| Total payments Net of receipts/(payments) A5 Transfers between funds A6 Cash funds last year end Cash funds this year end |
||||||
| - | 120,348 | 127,365 | ||||
| - 14,424 | - | - | - 14,424 | 19,272 | ||
| - | - | - - |
- | - | ||
| 93,233 | - | 93,233 | 73,960 | |||
| 78,809 | - | - | 78,809 | 93,232 |
CCXX R1 accounts (SS)
10/03/2022
1
Section B Statement of assets and liabilities at the end of the period
| Categories Signed by one or two trustees on behalf of all the trustees B5 Liabilities B3 Investment assets B2 Other monetary assets B4 Assets retained for the charity’s own use B1 Cash funds |
Details Details Total cash funds (agree balances with receipts and payments account(s)) Bank c/a Central Finance Board TMCP Details Details Land and buildings Details Signature |
Unrestricted funds to nearest £ |
Unrestricted funds to nearest £ |
Restricted funds to nearest £ |
Restricted funds to nearest £ |
Endowment funds to nearest £ |
|---|---|---|---|---|---|---|
| 47,304 | - | - | ||||
| 435 | - | - | ||||
| 31,069 | - | - | ||||
| 78,808 | - | - | ||||
| OK | ||||||
| Endowment funds to nearest £ |
||||||
| - | ||||||
| - | ||||||
| - | ||||||
| - | ||||||
| - | ||||||
| - | ||||||
| Current value (optional) |
||||||
| - | ||||||
| - | ||||||
| - | ||||||
| - | ||||||
| - | ||||||
| Current value (optional) |
||||||
| 4,072,255 | ||||||
| - | ||||||
| - | ||||||
| - | ||||||
| - | ||||||
| - | ||||||
| - | ||||||
| - | ||||||
| - | ||||||
| When due (optional) |
||||||
| Date of approval |
||||||
| Ian Roberts | 10/10/2021 | |||||
| Rev Janet Aspey | 25/01/2022 |
CCXX R2 accounts (SS)
10/03/2022
2
I