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 incon*llexpenditurel
21 Transfers Ieen funds
22 Other gainslllossesl
23 Net moven*nt 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 e*Y¥)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.
**----- Start of picture text -----**
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
**----- End of picture text -----**
**----- Start of picture text -----**
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
**----- End of picture text -----**
**----- Start of picture text -----**
Unrestricted Designated
2024 2024 2024 2023
£ £ £ £
Spring fayre - - - 1,081
Development fund - - - 1,431
Funeral fees - - - 107
Total - - - 2,619
**----- End of picture text -----**
**----- Start of picture text -----**
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
**----- End of picture text -----**
**----- Start of picture text -----**
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
**----- End of picture text -----**
**----- Start of picture text -----**
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
**----- End of picture text -----**
**----- Start of picture text -----**
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
**----- End of picture text -----**
**----- Start of picture text -----**
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
**----- End of picture text -----**
**----- Start of picture text -----**
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
**----- End of picture text -----**
||**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.|||
**----- Start of picture text -----**
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
**----- End of picture text -----**
**----- Start of picture text -----**
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
**----- End of picture text -----**
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|