Trustees’ Annual Report for the period
From 01/09/2021 Period start date To Charity name: Altrincham Methodist Church Charity registration number: 1129558
31/08/2022 Period end date
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 on the Methodist Church C) Ant charitable purpose for the time being or 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 online services included B) The provision of sacred space (a building) for prayer and contemplation C) the teachings of Christianity through sermons, courses and small groups including zoom and telephone D) Pastoral work including visiting the sick and bereaved The provision of young peoples’ groups, senior citizens’ groups etc with a Christian ethos |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public |
Para 1.18 | The Trustees have had regard to this guidance |
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 | A) The church held regular public services including weekly Sunday morning worship and monthly lunchtime services. This includes streaming of some services for those unable to attend in person 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 and lunchtime service 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 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 appointments and help with shopping etc E) We run the following groups on a regular basis - young people discussion group, two parent and toddler groups, prayer group. In addition we make our premises available to Boys’ Brigade, Beavers, Cubs, Scouts, Rainbows, Brownies, AA and self help anxiety group
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 and whilst reserves have reduced during the national period of lockdown in 2020 they remain at an acceptable level **although slightly below our desired level ** |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | To maintain a balance of £65,000 to cover 6 months expenditure |
| Amount of reservesheld | Para 1.22 | **£50,292 ** |
| 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 |
| 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 park letting with the latter two now starting to return to pre-pandemic levels |
| 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 |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | Governing document issued by \the **Methodist |
| 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 |
Trustee name | Office (if any) | Dates acted if not for whole **year ** |
Name of person (or body) entitled to appoint trustee (ifany) |
|---|---|---|---|---|
| Ian Roberts | Treasurer | |||
| Pauline Roberts | Steward | |||
| LesleyEntwistle | Steward | |||
| Christine Hynes | Steward | |||
| Don Hines | ||||
| Liz Harwood | ||||
| Rachel Miller | ||||
| Hugh Davies | ||||
| Catherine Merrell | ||||
| Carol Dodd | ||||
| Graham Jackson | ||||
| Matthew Davies | ||||
| Laura Grewer | ||||
| Dot Bretherton | ||||
| Fiona Pearson | ||||
| Ruth Brankin | ||||
| David Taylor | ||||
| Debbie Wadsworth | ||||
| Olga Wood | ||||
– 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 From time to time funds are collected for other charities held in this capacity such as All We Can, Action for Children 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 Funds are identified separately in accounts but are generally safe custody and sent to the relevant charity within 1 month of being collected 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
Signature(s) Full name(s) Ian Roberts Position (eg Secretary, Treasurer Chair, etc) Date 19/03/2023
Altrincham Methodist Church No (if any) Receipts and payments accounts CC16a For the period Period start date Period end date To from 01/09/2021 31/08/2022
| Section A Receipts and payments | Section A Receipts and payments | |||||
|---|---|---|---|---|---|---|
| A1 Receipts | Unrestricted funds to the nearest £ 41,325 57 52,950 7,309 - - - - 101,641 - - - 101,641 67,578 9,439 11,750 41,391 - - - - - 130,158 - - - 130,158 - 28,517 - 78,809 50,292 |
Restricted funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - |
Endowment funds to the nearest £ |
Total funds to the nearest £ 41,325 57 52,950 7,309 - - - - 101,641 - - - 101,641 67,578 9,439 11,750 41,391 - - - - - 130,158 - - - 130,158 - 28,517 |
Last year to the nearest £ |
|
| Offerings and tax recovered | 41,325 | - - - - - - - - - |
41,325 | 48,031 | ||
| Bank and CFB interest and investment income |
57 | 57 | 42 | |||
| Lettings | 52,950 | 52,950 | 19,070 | |||
| Other receipts | 7,309 | 7,309 | 38,781 | |||
| - | - | - | ||||
| - | - | - | ||||
| - | - | - | ||||
| - | - | - | ||||
| Sub total(Gross income for AR) |
101,641 | 101,641 | 105,924 | |||
| A2 Asset and investment sales, (see table). |
||||||
| - | - - - |
- | ||||
| - | - | - | ||||
| Sub total | - | - | - | |||
| Total receipts A3 Payments |
||||||
| - | 101,641 | 105,924 | ||||
Circuit assessment |
67,578 | - - - - - - - - - - |
67,578 | 72,036 | ||
| repairs and maintenance | 9,439 | 9,439 | 5,812 | |||
| Utilities | 11,750 | 11,750 | 10,240 | |||
| Otherpayments | 41,391 | 41,391 | 32,260 | |||
| - | - | - | ||||
| - | - | - | ||||
| - | - | - | ||||
| - | - | - | ||||
| - | - | - | ||||
| **Sub total ** | 130,158 | 130,158 | 120,348 | |||
| 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 |
||||||
| - | 130,158 | 120,348 | ||||
| - 28,517 | - | - | - 28,517 | - 14,424 | ||
| - | - | - - |
- | - | ||
| 78,809 | - | 78,809 | 93,233 | |||
| 50,292 | - | - | 50,292 | 78,809 |
CCXX R1 accounts (SS)
19/03/2023
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 £ |
|---|---|---|---|---|---|---|
| 18,731 | - | - | ||||
| 436 | - | - | ||||
| 31,125 | - | - | ||||
| 50,292 | - | - | ||||
| OK | ||||||
| Endowment funds to nearest £ |
||||||
| - | ||||||
| - | ||||||
| - | ||||||
| - | ||||||
| - | ||||||
| - | ||||||
| Current value (optional) |
||||||
| - | ||||||
| - | ||||||
| - | ||||||
| - | ||||||
| - | ||||||
| Current value (optional) |
||||||
| 4,516,079 | ||||||
| - | ||||||
| - | ||||||
| - | ||||||
| - | ||||||
| - | ||||||
| - | ||||||
| - | ||||||
| - | ||||||
| When due (optional) |
||||||
| Date of approval |
||||||
| Ian Roberts | 10/01/2021 | |||||
Signed by one or two trustees on behalf of all the trustees
CCXX R2 accounts (SS)
19/03/2023
2
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