**Trustees' Annual Report for the period**
||Period start date|Period start date|||Period end date|Period end date||
|---|---|---|---|---|---|---|---|
||**Day**|**Month**|**Year**||**Day**|**Month**|**Year**|
|**From**|**1st**|**Sept**|**2020**|**To**|**31st**|**August**|**2021**|
Section A Reference and administration details
**Charity name** Yatton Methodist Church
**Other names charity is known by**
**Registered charity number (if any)** 1136220 **Charity's principal address** High Street Yatton North Somerset **Postcode BS49 4DW** ~~——~~ **Names of the charity trustees who manage the charity Dates acted if not for whole Name of person (or body) entitled Trustee name Office (if any) year to appoint trustee (if any)** As in Charity 1 Commission Registration. ~~———~~ **Names of the trustees for the charity, if any, (for example, any custodian trustees) Name Dates acted if not for whole year** The Trustees for Methodist Church Purposes [Custodian Trustee] ~~————~~ **Names and addresses of advisers (Optional information) Type of adviser Name Address** n/a **Name of chief executive or names of senior staff members (Optional information)** n/a
**Section B Structure, governance and management Description of the charity’s trusts** Act of Parliament Type of governing document (eg. trust deed, constitution) Trust How the charity is constituted (eg. trust, association, company) Appointed by Church Council – some ex-officio Trustee selection methods (eg. appointed by, elected by) ~~——~~ **TAR** 1 **February 2022**
**TAR**
## **Additional governance issues (Optional information)**
You **may choose** to include additional information, where relevant, about:
- policies and procedures adopted for the induction and training of trustees;
- the charity’s organisational structure and any wider network with which the charity works;
- relationship with any related parties;
Induction/Training
- Range of Guidance produced by Methodist Church - Leaflet ‘The role of a Trustee’ given to all trustees
Structure Part of Gordano Valley Methodist Circuit Accountable to the Methodist Conference
Risks
Discussed by Church Council Professional advice as necessary
Adopted Safeguarding Policy and instituted training.
- trustees’ consideration of major risks and the system and procedures to manage them.
## **Section C Objectives and activities**
**Summary of the objects of the charity set out in its governing document**
Set out in the Methodist Church Act 1976 [clause 4] – synopsis – Advancement of religion and any charitable purpose of the Methodist Church or church organisation [See Methodist Church Act 1976]
**Summary of the main activities undertaken for the** See information provided by Yatton Methodist Church under ‘Religious **public benefit in relation to** Activities’. **these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)**
## **Additional details of objectives and activities (Optional information)**
You **may choose** to include further statements, where relevant, about:
The main work of the church is undertaken by volunteers.
- policy on grantmaking;
- policy programme related investment;
- contribution made by volunteers.
**TAR**
**February 2022**
2
Section D Achievements and performance
|**Summary of the main**
**achievements of the charity**
**during the year**|-
Continued work of Youth and Children’s Worker to encourage work in
the youth and children’s work in the church
-
Following the COVID-19 crisis, we have reviewed our Mission
Priorities, and have set out our plans for the future as '7 Strategic
Priorities'.
`o`- Develop an On-line/Digital Ministry to become a ‘Hybrid’
church
`o`- Develop and build Small Groups
`o`- Build Community Alliances
`o`- Develop Discipleship Pathways
`o`- Identify and track ‘Next Steps’
`o`- Develop plans for supporting people at all life-stages within
church
`o`- Embed our 6 Key Values into church life
-
Responded quickly and effectively to COVID-19 emergency
-
Take part in mission and outreach with other Churches in the village
at Christmas
-
Provided accommodation for non-Christian users of the premises
-
Retained links with the Romanian church that has been supported for
15 years.|
|---|---|
|**Section E Financial review**|**Section E Financial review**|
|---|---|
|**Brief statement of the**
**charity’s policy on reserves**
**Details of any funds materially**
**in deficit**||
||**General Fund:**
**The church aims to hold reserves amounting to approximately six**
**month's general expenditure, plus 25% of church assessment**
**expenditure - total £21,000**
**The reasons for this are:**
**(i) The Church needs around 3 month's average expenditure in**
**reserve as working capital to cover normal running costs.**
**(ii) Maintenance of Church buildings and special outreach events**
**are mainly funded from regular giving and rental income. To cover**
**this the Church needs a further 3 months in reserve.**
**If church funds fall below the reserves figure the Church will**
**address this through fundraising events and/or gift days in order to**
**raise extra funds.**
**If church funds exceed the reserves, then Church Council will**
**consider how these funds can be most effectively used within the**
**local community or in the wider Church. Youth and Children's**
**Worker staff costs are covered by balances held in the Y&CW**
**restricted fund**
**This policy will be reviewed on an annual basis.**|
||None|
**Further financial review details (Optional information)**
**TAR**
**February 2022**
3
You **may choose** to include additional information, where relevant about:
- the charity’s principal sources of funds (including any fundraising);
Main sources of funds
- Weekly Offerings, Tax Recoveries, Donations, Christmas Fair
- The Church has developed and implemented a financial plan for designated giving to support the appointment of a full time Youth Worker.
- how expenditure has supported the key objectives of the charity;
- investment policy and objectives including any ethical investment policy.
## **Section F Other optional information**
The trustees have given considerable time considering the impact and possible mitigation regarding the COVID-19 global epidemic.
Whilst our finances are impacted, we are confident in the charity’s ability to maintain sound finances in the short to medium term.
## **Section G Declaration**
**The trustees declare that they have approved the trustees’ report above.**
**Signed on behalf of the charity’s trustees**
**Signature(s) Full name(s)** Martin Buckley **Position (eg Secretary, Chair,** Treasurer **etc) Date** 14th January 2021
**TAR**
**February 2022**
4
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ACCOUNTS FOR THE YEAR ENDED 31/08/2021 Yatton Methodist Church
Unrestricted Restricted Totals this Totals last
SECTION A Funds Funds year year
a1 RECEIPTS Note £ £ £ £
a2 Offerings and Tax recovered 50,178 15,180 65,358 67,013
Bank and CFB interest and
a3 Investment income 64 64 300
a4 Lettings 1,527 1,527 3,083
a5 Other receipts 7,692 15,821 23,513 20,743
a6 [TOTAL RECEIPTS] 59,462 31,001 90,463 (a7) 91,138
SECTION B
b1 PAYMENTS
b2 Circuit Assessment or Share 42,219 42,219 45,748
b3 Donations 0 0
b4 Repairs and Maintenance 3,245 3,245 5,378
Utilities (Insurances, water
b5 charges, heating & lighting) 5,642 5,642 6,101
b6 0 0
b7 Other payments 10,648 25,735 36,384 33,713
TOTAL PAYMENTS 61,754 25,735 87,490 (b9) 90,939
SECTION C
NET RECEIPTS/PAYMENTS
c1 FOR THE YEAR (a6-b8) (2,292) 5,265 2,974 198
Total funds brought forward from
last year
c2 25,236 23,643 48,879 (c6) 48,680
c3 Sub total (c1+c2) 22,945 28,908 51,852 48,879
c4 Transfers and adjustments 0 0 0 (c8) 0
c5 [TOTAL FUNDS AT END OF YEAR ] (c3+c4) 22,945 28,908 51,852 (c7) 48,879 (c6)
SECTION D
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||**SECTION D**|**SECTION D**||
|---|---|---|---|
|d1
d2
d3
d4
d|83
108
168
**23**
Offerings/Gifts - passed to external organisations
**BALANCE STILL TO BE PAID**(d1+d2-d3)
**FOR INFORMATION ONLY: MONEY RECEIVED AND PASSED ON TO EXTERNAL ORGANISATIONS**
**(these amounts are not to be included in total receipts/payments figures above)**
Balance brought forward from last year
Offerings/Gifts - received for external organisations||0
2,047
1,963
**83**
|
|||83
108
168||
|||**23**||
## Basis of Independent Examiner’s Report
My examination was carried out in accordance with the general Directions given by the Charity Commission . An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from you as Trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit and consequently no opinion is given as to whether the accounts present a “true and fair view” and the report is limited to those matters set out in the statement below.
## Independent Examiner’s Statement
In connection with my examination, no matter has come to my attention:
- (1) which gives me reasonable cause to believe that in any material respect the requirements:
- to keep accounting records in accordance with Section 41 of the 1993 Act and Section
- 44 (1)(a) of the 2005 Act and Regulation 4 of the 2006 Accounts Regulations; and
* to prepare accounts which accord with the accounting records and comply with the accounting requirements of the 1993 Act and Section 44(1)9b) of the 2005 Act and Regulation ( of the 2006 Regulations)
## have not been met; or
(2) to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.
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Name Mrs Alison Hexter
Signature A -
Any Relevant Professional qualification or body BA (Econ) ACA
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Address 2 Henley Lodge, Yatton, North Somerset BSYA we
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Date (| Dow Jo
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