Poulton Methodist Church Annual Charity Commi55ion Rewrt Year ending 31" August 2024 The Poulton le Fylde Melhodl Church Counal ha5 the responsibility of workin8 With its ministers the Reverend Will Hunter and Rev Sarah Lamb in promoting the vhKAe miss•on. spiritual, pastoral. social and ecumen71 of the Churth. Our aims in PoultOft-le-Fylde Methodist Church are that. as a thurth we will learn of and prodaim the love of God through our IrshiP and fellowship. nurturin8 disciples and making new followers; and through our work, witness and 8ivin8 serve God in furthering God's mission for those in our community and wider world. WorsNp and prayer The year commenting 1° Sep 2023 represented the second full year in which it could be said there was little impact on Church activity from the Covid pandemic thou8h it Was dear a number of our congregation since last year were no longer able to worship in person. We continued to stream all Sunday 10.30 am services buE as planned, invested to improve the technologi used to film and make them available via YouTvbe to make them more accessible. The streamed services continued to be Positivety received by members and non-membcrs alike induding the residents of two Methodist Care Hom. A monthly midweek sorvite coniinued 10 be held wilh re8ular monthly serwces rotating around all churches in the North Fyldè Circuit. This enables a sharing together with our Meth(Kli5t friends and a Slrengthening of relationship5 between the churches. Our Messy Church for families with young children continues to meet on the fourth Saturday of the month folkrned by a famity All e Worship service the nen day whith involves a puppet show. The church has an active prayer group which confidontially shares prayer requests with one another by email and meets twice a month. The Flower Ministy continues and 15 muth appreciated by recipients who are unwell, have lost a love(1 one or are experiencing hard times. Spifitual and rerntional fellowship £rp$ Illumin8 our young people's group (School Year 6 and above) again visited -3Genernte- at the NEC in October 2023 {the national children's and youth assembty of the Methodist Church) and continue5 to meet re8ularly on Sunday teatimes. The Bible 5zudy group meers ev 2 weeks exduding Lent when joint weekly meeting5 are held with friends from other Poulton thurthe5 throush -Poulton Churches Together-. The
CAMEO and FOCUS corttinued to meet again. as did the Indoof Bowlin8 8roup and 8adminton group. Twice monthty, saturdays, walking groups take io the hills and ftlls. Pastoral Care in the Churth Each church member has a pastoral visitor to provide a listenin8 ear and support in times of need_ This artivity continues to be a hiEhly approtiated and valuable aspect of our Church lifo. Qur thurth in Our C4)mmunity Our Churth buildings are busier than ever. Three choir5 now practice in our Sanctuary each week and community groups of all 38es and backgrounds use our buildings È_8. The Blatkout Youth Theatre Group. Alzheimerf5 SUPPOrt 8roup -singing for the Brain-. Parkinsons UK Exercise Group, Pilates, Photographic Society. Badminton Group. Akohol Support Group etc.- We support and ho weekly Rainbow5. Squirrels. Beavers, Cubs and kouts meetin85. Our Coffee SPK)p. -coffee Plus- has continuèd to attract new customers seeing Owth in number5 and profitability. The wannth of the welcome has encouraged new people to become volunteers and others toioin our Church. Our Methodist Church Charity Shop in aiapel Street reopened towards the end of the last financial year after refurbishment_ It provide5 a retail outlet for local tharitie5 and voluntary organisations to rent the PrniseS weekly to raise muth.needed fvnd5. Thè Wider clrth Poulton Churches Together activibes continuod ospÉtially throu8h joint acts of worship and Sludy meetin85 during LenL We are part of Yhe North Fylde fjrcuit of the Methodist Churth- alon8 With another fve churches and have started holding more joint rVICeS with them as detailed above. We all share 3 mini5ter5 and a Children's and Familiès Lay Worker. Engagement wlth •nd support of misslon in the widor world and l(Kal and national charitie5 Numerous charities, locally Iwiftcent House., Comfort CAFÉ, BlackpcK)I Children's aoihin8 Fund) nationally (Artion for Children) and internationally mie Leprosy Mission. All We Can, Open Doofs. Barnabas Aid and Chri5t13n Aid) have bÈon 8@nÈrousJy supported financially. In addition. we have an enduring relatbonship with Maua Methodist Hospiul. Kenya and our SUPPOrt for the hospital continues. Safoguardlrq and GDPR Full compliancewith safeEuardingtrainin8 artd certification was undertaken with a nominated lead person overseein8 this. Similarly. adherence to fjDPR relatnS was maintained to keep all dats secure. with particular ieferefKe to new data providers and data holder5.
Looking forward We continue to actively s••k ways to evolve and be relevant in our community whilst staying loyal to our fvndamental callin& We engage n@wslotters. wsters and diwiiy via our Facebook page, website plus kKal social media le.8. P(wlton Chat). with further Outreach vi our new YouTube channel. Cr biggest thallen8es remain maintaininE our childrefi's artivities. increasing thé involvement of families in our church lrfe and brineing more people to faith each yÈar to 8row our worshipping congregation and membership. Inevitably unlcss we do so our numbers will slowly dedine. Finanaal lceview The Financial Statements at the end of the year report an increase in total income of £315,272 (from £126,535 to £441,807) when comparing this year with lasL This was a result of the receipt of several legaoes amountin8 to £331.347. Expenditure remained high with the ongoing need to invest in the Churth infrastructure. Church Councll approved projects for further roof rèpairs plus the upgrades to our Sanctuary Screens and 5tre3minE Solutiort amounted to £65,563. The receipi of the new le83ties {which have no restrictions on their Use) helped fund the extra expenditure and ha5 ensured a rcsilient financial position at the close of this financial year. The Church's Finance and Property Committee is fvIPy aware of the financial pogtion and thallenEes including tho need to fund further rwf rep3ir5 in the next 12 month5. It continues to artively mana8e the implementstion of a rolling five-year bud6eL The Church complic5 with The Meth¢xlist Chvrch capital reserves polity. It is our policy to invest funds with the Trustees for Methodist Purposes ffMCP} and the Methodist Central finante Board (CFB). &8ned on behalf of the Church Council by Rev Will Hunter {Pre5byter). Rev Sarnh Lamb {Presbyter) and David Sutliffe (Churth Finance Team Lead). R@v Will Hunter (Presbyter) Lht• x/(g[w25 Rev Sarah Limb (Pre$ber) Date 26 106/2025 Mr Andrew David Sutclrffe (Church Finance Team Lead) Date r)J Q*
Trustees. Amual Report FlnarKe and Governance Basis of prepar3tion and legal framework The Charity's Annual Report and Accounts for the year ended 31 Au8U5t 2024 have been prepared under the CharTties Act 2011. usin8 RKeipts and Payments method. Full Name of alarity / Church: Poulton Methodist Church Registration Charity Number 1134343 Date 01 rÈ8LStratiOn: 16th February 2010 Main communication address= The Methodist Church. Queensway, PouttOre-FYIde. Lancashire, FY6 75T The members of the Poulton Methodist Church Counal are the Charity Trustees, membership is made up of the Minister. Church office holders. Committee representstives and repry%entatives appointed by the Church at the Annual General Meeting. Full membership on 31" August 2024 is shown as Appendix A to this POrt. Independent examiner. Loanno Nield ACA. Arc Accountancy Solutions Limited. Sl Laverton Road. Lytham St. Anne5. Lanca5hire. FY8 IEN Public Befi¢ The Trustees confirm that they have complied w•th the duty under the tharitie5 Act 2011 to havÈ due re8ard lo the Charity commiss•.5 8uidance on public benefit. Structure. Governance and Management Thc governing document for the church is the Deed of Union (1932) ond the Methodist Chur¢h Act11976). Detailed £overnance arran£ements are outlined within the conlIUlI0nal Practice and Disopline of the Methodist thurch by order of the annual Conference (CPD). Day-to-day management of the church is undertaken by the Minister. Church Stewards and Church Officers. The Trustees are appointed at the Churth Annual Churth General Meetin&
ndix A P(wlt thoth5t Churth Churth Council Membershi as at 31st Au st 2024 Mlnlstors Rev Will Hunter Rev Sarnh Lamb Churth Stewards Irene BurtonwoDd Ralph Whittingham Anthony Cripp5 Janice Whittle H@lÈne Stephens Settetary to tho C¢wndl David 5irtdTffe Churth TreaSUr Keith Bleazard eneral Church ReiYes•itatlves (elected by the Annual General Church Meeting) Alart Bane5 Brenda Kirkham Bob Shaddick Carol Syke5 Barbara Banes David Lathom Sue Shaddick Janei walsh May Gaftdhl Betty Pilkington Sarah stone Wes Walsh Appolntod RorrfOStlves {appointed by tho Church Coufttil) Eileen Gee Gill Rhodes Graham Kay Alan Syke5 Jonifer Pear50n
POULTON MEtHODISTCHURCH INDEPENDENT EXAMINER'S REPORT For the Year Ended 31st August 2024 I reportto the chartytru5tees on my examination of the accounts of Poulton Methodist Church Ithe Trust) forthe year ended 315E August 2024 whKh are set out on pages 7- 15. Responsibilitles and basi% of report the Chartys trustees of the Trust you are responsible for the prepor*ion of the accounts In accordance wtth the requirements of the Charities Act 20111.the Act'l. I report in respert of my eyAmlnation of theTrusVs accounts carrled out under settion 145 of the Act and in carrying out my examination I have followed all the applicable Directions glven bythe Charity Commi55ion under section 14515llbl of the Act. Indèpèndent examlnerfs stat@m•nt sin your charlty's gross income exceeded £250.(NXI your examiner must be a member of a listed body. I can confi"m) that I am qualified to undertake the examination because l am a gIStered member of the Institute of Chartered Accountsnts In England and Wole5 IICAEWI whlch Is one of the listed bodies. I have completed my examination. I confirm that no material matters have come to my attention in connection with the examlnatlon givlng me cause to believe thai In any matrrial respecL accounttng records were not kept In res[ of the charrty as required by settion 130 of the Act,. OT the accounts do not accord wtth those records. or the accounts do not comply wlth the applicable requirements concerning the form and content of accounts set out in the Charlttes IAtcounts and Reports) Regulations 2LM)8 other than any requirement that the accounts gfve a 'true and fair view, whlch Is not a matter considered as part of an Independent eyamination. I hAvè nn r.nnr.grns and have come across no oth@r matters in connection with the examination to whlth attontion should bo diawn iii ili15 lepvrt In Drder to enable a proper undersrandln8 of the accounts to be reached. Leanne Nield ACA Arc Accountsncy Solutions Limited 51 Laverton Road lytham.St. Anneg Lanca5hlre FY8 IEN Date:
POULTON MHODIST CHURCH STATEMENT OF FINANCIAL A1VITIEs For the Year Ended 31st August 2024 Notes to Designated the General Fund Funds Restricted EndoTrnt accounts lUnStried) {unrestrictedl Funds Funds Totsl 202>24 Total 2022-23 Income 1 Offerings 2 Donations and kgacEs 3 Grft aid 4 Interest and inveslmeni income 5 Income from propety ttIngS 6 Internal organisations 7 Fundraising income 7 Other Charrtab income Collections receNed for external OTganisth"on5 8 Total income 53.050 $3.050 331.748 11.548 8.318 31.104 1,283 56,669 619 12,068 4,246 34,274 331.548 20 11.548 1.127 31,104 4,028 2,875 1,283 2,619 14,657 3,737 126,535 1,339 3.417 101,765 1.339 3.417 2,895 ' 441,807 336,859 288 Expenditure 9 Circuit assessment or share 10 Grants and donations 11 ProFerty maintenance 12 Insuran,utlIrtS etc 13 Depreciation 14 Office expenses 15 Other exFendf(ure 16 Internal organisalions 23 Collections pass1 onlo external organisat 17 Total charitable expenditure 18 Gainslllossesl on monetsry investments 19 Gainslllossesl on investment prqkrtEs 20 Net inconllexpenditurel 21 Transfers Ieen funds 22 Other gainslllossesl 23 Net movennt in funds 24 Total fund5 brought forward 25 Total funds tarried forward 55.000 soo 56.414 16.657 55,4(Al 758 10 105,03S 9,821 16,657 11 12 11,754 642 126 2,702 134915 15 18 914 249 1,803 12.036 3.359 1.812 2.702 2,052 . 148.480 5,949 6.119 6,274 5,190 -3,671 183,946 13,7(YJl 9.581 932 170 (34WI 2.072 327.278 14741 6,792 12.0721 16LIFAJI 14om 85.820 53.742 327,278 9,817 337.0 14741 7,172 6.698 4,720 89,5CX) 192.309 491.755 253,369 192.309
POULTON MEfHODIST CHURCH L4N SHEEr as at 31SI Asl 2024 IwK¥) 93 i1V4 i) 16,639 17 19. F lank 1174 18440 J07i 45.J10 49 zJi Iduv.n 1 yq &Q12 J.110 741 17 19130) 191>)9 £J74 21 517 191 The tharity is •rtitled to eY¥)th)rt frrmh vndw sfftion 144 of the Ch¥ifts Art 2011. The trustees hawe Opted lor Jn ind•pdent lfttt•>J ol)rt dit mwré)w rwuv•J the to obtain audrr undu sl0n 145 of Ihe Ch¥ll Aa ioii. Ihc financ1 statrnts . 4)P(OvoO on beh*F of all the ChuTth Council br.
POULTON MHODIST CHURCH NOTES TO THE FINANCIAL STATEMENTS For the Year Ended 31st August 2024 Notes to the Accounts l Basis of accounting The financial statements have been prepared in accordance with SORP IFR51021 as updated. being the current version of Accounting and Reporting by Charities- Statement of Recommended Practice. 2 Funds The funds held constitute: General Funds held for any purpose of the Church which are Unrestricted. DesiEnated unrestricted funds are funds set aside by the trustees for a future purpose. Restricted funds which are held for a narrower purpose. Endowment funds are funds held for capital investment with the income generated used for the ongoing operations of the church. Details of each material fund are disclosed in the notes to these accounts. Any funds may be represented by more than just cash. 3 Accounting Policies Basis These accounts have been prepared on the basis of historical cost except that investments are shown at their market value at the end of the year, on the accruals basis to show a true and fair view of the Church's financial position and activities. Incoming Resour5 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. Resources Expended 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 frorn 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. 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 Tangible fixed assets are capitalised if they can be used for more than one year. and cost at least £1,000. 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 are stated at the amounts owed to the Circuit. prepaid, or the gift aid donation debtor received from Poulton Methodist Church Coffee Shop Ltd. Creditors and Accruals Creditors include various liabilities outstanding at the year end.
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Unrestricted Permanent
general Designated Endowment 2024 2023
2024 2024 2024
£ £ £ £ £
Legacies - 331,347 - 331,347 69
Donations benevolent fund - 200 - 200 -
Donations - other 180 25 20 225 550
Total 180 331,572 20 331,772 619
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2024 2023
£ £
Playgroup 4,000 8,796
Chapel Street office rents 2,750 2,896
Blackpool Male Voice Choir 1,490 3,170
Coffee Shop to cleaning, light, heat and power 5,400 4,200
Others 17,464 15,212
Total 31,104 34,274
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Unrestricted Designated
2024 2024 2024 2023
£ £ £ £
Spring fayre - - - 1,081
Development fund - - - 1,431
Funeral fees - - - 107
Total - - - 2,619
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Unrestricted Designated
2024 2024 2024 2023
£ £ £ £
Miscellaneous 1,339 - 1,339 2,763
- - -
Circuit grant (contribution towards roof 10,000
repairs)
- - -
Poulton Methodist Church Coffee Shop Ltd 1,894
gift-aid donation
Total 1,339 - 1,339 14,657
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2024 2023
£ £
Amounts brought forward 60 -
Money raised for external organisations 3,417 3,737
Money paid out to external organisations (2,702) (3,677)
Money outstanding to pay to external organisations 775 60
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2024 2023
2024 donations paid £ 2023 donations paid £
General Fund General Fund
PMC Connexional Funds 400 Royal British legion 50
Vincent House 100 Churches Together 50
Designated Legacy and Gifts
in Memory Fund
Vincent House 92
Street Life 210
Trinity Hospice 171
123
Mersey Ships 61
Total 500 Total 758
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Unrestricted Designated
2024 2024 2024 2023
£ £ £ £
Roof repairs - - - 43,800
Audio works - - - 21,763
Air conditioning etc - - - 6,772
Cleaning 21,243 - 21,243 16,463
Coffee shop frontage 9,000 - 9,000 -
Rear of building works 6,444 - 6,444 -
Re-rendering - 7,880 7,880 -
Other 11,847 - 35,171 16,237
Total 48,534 7,880 56,414 105,035
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Unrestricted Designated Restricted Endowment
2024 2024 2024 2024 2024 2023
£ £ £ £ £ £
- - -
Printing, Link, Wi-fi & 2,143 2,143 2,521
communications
IT related costs 1,278 - - - 1,278 -
Bank charges 232 15 18 249 514 652
Legal & professional fees 6,501 - - - 6,501 1,501
IE fee 1,600 - - - 1,500 1,600
Total 11,754 15 18 249 12,036 6,274
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Unrestricted Designated Restricted Endowment
2024 2024 2024 2024 2024 2023
£ £ £ £ £ £
Organist & organ maintenance - - - 498 498 1,001
Catering - - - - - 275
Worship related expenses 120 - 913 - 1,033 -
Various miscellaneous sundries 322 - - - 322 2,708
Youth work 3Gen expenses, 200 -- - 400 600 667
less grants
Youth work Messy church net - - 905 905 539
costs & books for school
visitation
Total 642 - 913 1,803 3,358 5,190
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| 2024 £ |
2023 £ |
|
|---|---|---|
| 1,600 | 1,600 | |
| Other fees (eg: advice, accountancy services) paid to the independent examiner or auditor |
- | - |
| Total | 1,600 | 1,600 |
| 2024 £ |
2023 £ |
|
|---|---|---|
| Payments made to trustees for additional services provided to the Circuit by agreement with the Circuit Meeting |
0 | 0 |
| Number of trustees who werepaid expenses relatingto trustee duties | 0 | 0 |
| Total amountpaid | 0 | 0 |
| There were no trustees' remuneration or other benefits for the year ended 31 August 2024 or the year | ||
| ended 31 August 2023. |
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2024 2023
£ £
500 500
Circuit contribution to The Fylde North Circuit 13,750 13,750
Electricity overpayments (charges higher than actual usage) 583 -
Prepayments (expenses and Methodist insurance) 1,806 -
Gift-aid donation debtor from Poulton Methodist Church Coffee Shop Ltd - 1,894
Total 16,639 16,144
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2024 2023
£ £
The Holt Trust Income 1,509 1,509
IE fee 1,600 1,600
Various August invoices 1,903 -
Total 5,012 3,109
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POULTON MHODIST CHURCH NOTES TO THE FINANCIAL STATEMENTS For the Year Ended 31st August 2024 19 Detailed analysis of designated unrestricted fund movements Designated Unrestricted Fund Name Opening Balance Incoming Resources Resources Expended Transfers & Recla55ification Gain/llosses) Closing Balance Purpose of the fund Internal organisations - The Flower Fund - The Gardening Club The Indoor Bowling Club Internal organisations total Property Fund Renewal 309 479 1,258 25 {1,3421 13441 223 160 115 115 903 1.283 11.6861 500 2,459 65 2,524 The Eeneral purposes of the Circuit Benevolent Fund 109 200 309 Legacy and Gifts in Memory Fund Totals 6.346 335,311 {7,895} 333,762 No restriction for use 9,817 336.859 (9.581) 337,095 20 Detailed analysis of restricted fund movements Restricted Fund Name Opening Balance Incoming Resources Resources Expended Transfers & Reclassification Gainlllossesl Closing Balance Purpose of the fund The Norah Edgar Memorial Fund ITMCPI- 10404A Totals 7,172 288 19321 170 6.698 Income to the furtherance of musical life at PMC 7,172 288 (932) 170 6,698 14
|Permanent
Opening | Incoming | Resources
Transfers&
Gain/(losses)
Closing
Purpose
Endowment Fund
Balance | Resources | Expended | Reclassification
Balance
ofthe
~~emer |~~
~~|e |~~
Endowment capital
87,334
5,949
93,283 | Capital funds held
funds (TMCP)
bythe charity for
~~Sc aDD~~
~~ee~~
~~Investment~~ funds
2,263
(191)
(2,072)
Income to harvest
from Ron & Betsy
collection each
Holt Fund
year (general|
|---|
|Investment funds
467
112
(913)
(334) | To assist in
from Parkinson
Christian training
~~Fete a~~
~~iDD~~
~~Ecol~~
~~Investment~~ funds
1,699
199
(424)
1,474 | Income to be used
from Edna
to assistyoung
Bowman Fund
people to travel
organised
ventures|
|Investment funds
321
(524)
(203) | Furtherance of
from Norah Edgar
musical life at
~~oncefee~~|
|22 Related party transactions|
|The Poulton Methodist Church Coffee Shop Ltd (No. 07031781) is a separate legal entity wholly owned by|
|Poulton Methodist Church. Itwas incorporated on 28" September 2009 and commenced operation on 1|
|September 2010. The statutory officers are officials ofthe church namely: the Minister, the senior steward and|
|2 others all appointed by the Church Council. The day to day running ofthe operation is carried out by a|
|Management Committee. Poulton Methodist Church Council has granted a licence to the company to operate|
|on the church premises, whereby the company agrees to make a monthly contribution as to costs incurred and|
|at the end ofthe company’s financial year to Gift Aid the total net surplus (ifany) to the Church. The financial|
|transactions for the year to 31%August 2024 are as follows:|
|£|
|Annual contribution
5,400
included in Note 5|
|Gift-aid donation
-
included in Note 7 & 15|
|5,400|