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2024-12-31-accounts

The Eldwick Church (TEC) Local Ecumenical Partnership (LEP)

Administrative Information

The Eldwick Church (TEC) is a single congregation, local ecumenical partnership (LEP), created by the merger of Eldwick Methodist Church (EMC) and St Lawrence's (district) Church of England (the "Participating Churches"). The LEP was established formally on 10[th] October 2010, when the Constitution, as approved by the original Sponsoring Body, West Yorkshire Ecumenical Council (WYEC), was adopted, and the initial Trustees of the charity were elected and appointed. The inaugural service of the new LEP (in the format of a Methodist Covenant Service), duly took place on 2[nd] January 2011. The Eldwick Church is based at an Anglican church building, formerly known as St Lawrence's church. The church and the newly built (2018/19), integrated church hall and link area are situated in the centre of the village of Eldwick.

The Eldwick Church is part of the Diocese of Leeds within the Church of England, and of the Airedale Circuit of the Yorkshire West District of the Methodist Church of Great Britain. The Eldwick Church LEP is a charity, registered with the Charity Commission (charity registration number 1139493). The previous Annual Congregational Meeting (ACM) was held on 12[th] May 2024.

Objects of the Charity – Public Benefit

The purpose of the Charity is to advance the Christian faith in the Area of Benefit, in accordance with the principles and practices of the Participating Churches. Eldwick Church provides a mix of styles of worship, all of which aim to be stimulating and challenging; and it seeks to encourage members to grow in the Christian faith and to demonstrate God's love in the local community and beyond.

To further and achieve its purpose, the Charity engages in a range of activities, either on its own or (where appropriate) with others. These include (but are not restricted to):

Trustees

The primary governing body of the charity is The Eldwick Church Trustees' Council. The following served as trustees during the year:

ees during the year:
Ex officio & Elected Trustees
Anglican Minister Revd Brian Greenfield – served throughout 2024(ex officio)
Methodist Presbyter Revd Clare Stainsby– served throughout 2024(ex officio)
Churchwarden Margaret Hartley– served throughout 2024
Other elected trustees } James Huntington – served throughout 2024(elected Chair)
} Gill Jowett – served throughout 2024
} Monique Lees – served throughout 2024
Co-opted trustees
Appointed bythe ex officio } Richard Arnold – to serve until ACM 2025(elected Treasurer)
& elected Trustees,at a ] Rowena Gillow – to serve until ACM 2025
Trustees’ meeting (16/7/24) ] Chris Wilkinson – to serve until ACM 2025
Secretary Alan Brown served throughout 2024(re-elected 16thJuly,2024)

Page | 1

Annual Report of the Trustees for the year ended 31[st] December 2024

The Eldwick Church (TEC) Local Ecumenical Partnership (LEP)

Under the terms of the Constitution (clause 22a), the current Anglican Minister of the LEP (Revd Brian Greenfield) and Superintendent of the Airedale Circuit of the Methodist Church (Revd Clare Stainsby), are both Ex Officio members of TEC Trustees' Council. Similarly, under clause 22b, four trustees can be elected at an Annual Congregational Meeting (ACM). The four Elected Trustees serve for a term of 3 years, or to the end of the 3[rd] ACM following their election, whichever occurs first.

Up to four Co-Opted Trustees may be appointed by decision and invitation of the Ex Officio and Elected Trustees, as provided for in the Constitution (clause 22c). This was duly done at the first trustee meeting held after the 2024 ACM (on 16[th] July, 2024). Following their appointment, Co-Opted Trustees serve until the next ACM.

The Trustees held 7 meetings during calendar year 2024. There was an average attendance rate of 80%. The next ACM will be held on Sunday, 13[th] April, 2025.

Governance Structure and Processes

To drive the detailed activities and work of the church, the “pillar” structure was created in 2018/19. All church activities are managed through one or, a combination of the pillar groups listed below. Most church activities require cross-pillar collaboration to plan and deliver church activities.

A “link trustee” is responsible for communication between the trustees and pillar group co-ordinators. The trustees are responsible for developing ideas and setting objectives, the link trustees for informing and explaining these to pillar groups and the latter for creating and implementing the detailed actions and plans required to deliver the objectives. The pillar groups will also communicate through the link trustee to provide feedback, ask for clarification and to offer alternative suggestions as to practical approaches and plans. The link trustees are not the de facto leaders/chairs of their assigned pillars – each pillar determines how it will manage and govern its’ own activities. Full congregational meetings are held, in accordance with the LEP Constitution, as follows:

TEC Activities and Achievements in 2024

A summary of the work done in 2024 is set out below; grouping the activities and achievements under the following headings, which are the main strategic objectives of the church:

Page | 2

Annual Report of the Trustees for the year ended 31[st] December 2024

The Eldwick Church (TEC) Local Ecumenical Partnership (LEP)

Developing Disciples

General Worship Matters

Weekday & Community Services

Confident Christians

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Annual Report of the Trustees for the year ended 31[st] December 2024

The Eldwick Church (TEC) Local Ecumenical Partnership (LEP)

Growing the Church (younger)

Page | 4

Annual Report of the Trustees for the year ended 31[st] December 2024

The Eldwick Church (TEC) Local Ecumenical Partnership (LEP)

Serving the Community

Page | 5

Annual Report of the Trustees for the year ended 31[st] December 2024

The Eldwick Church (TEC) Local Ecumenical Partnership (LEP)

Church Membership

The membership roll has been maintained regularly throughout the period, and will be presented formally, and confirmed at the next ACM on 13[th] April 2025. The current membership roll, and supplementary schedules (as at 25[th] March 2025) show:

All persons in each of the above categories are included on the pastoral care lists.

Finance Report – and Movement on General (Unrestricted) Funds

Supporting the activities and achievements noted above, we continue to exercise strong controls and disciplines over our finances, both income and expenditure. This has resulted in a strong and stable financial position. It has also enabled us to maintain the good state of the fabric of the building and to make further infrastructure investments to support and enhance our worship, charitable giving, communications and administration.

Total recurring income for the year on unrestricted funds was £117,281 (£114,226 in 2023). The total expenditure in the period was £117,297 (£104,348 in 2023). This generated an operating deficit on the General (unrestricted) Fund of £16 ( surplus of £9,878 in 2023). This was a good result in a year which saw significant, unplanned expenditure on infrastructure repair and maintenance works. Included in this were; heating system costs (£6,852), painting of church space (£3,442) and a large TV screen replacement (£924). The aggregate of these unplanned costs was £11,218.

We received a legacy of £1,598 (2023 - £nil) and there was an unrealised gain of £650 from the increase in the value of our investments over the year (increase of £2,402 in 2023). Combined with a net transfer from Unrestricted to Restricted Funds (minus £161), the overall result was a surplus and an increase of £2,071 in Unrestricted Reserves (increase of £12,280 in 2023). Therefore, the resultant balance on Unrestricted Reserves as at 31[st] December 2024, was £64,950 (£62,879 in 2023).

Other (Restricted) Funds

Restricted fund monies and balances may only be applied to the specific purposes for which the monies were given. At the end of 2024 these comprised of balances on:

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Annual Report of the Trustees for the year ended 31[st] December 2024

The Eldwick Church (TEC) Local Ecumenical Partnership (LEP)

Movements & Balances on Restricted Funds

The movements during the year on all of these restricted funds are set out in note 10 (page 8) of the statutory accounts. As at 31[st] December the balances on the Restricted Funds were as follows:

Restricted Fund FY 2024 FY 2023

Buildings (fixed assets)
781,399 798,395

Building Developments (Solar Panels project)
21,415 Nil

Garden Project
1,558 2,682

Eldwick Goldies
Nil 3,131
Total Restricted Reserves £804,372 £804,208

Charitable Donations

Discretionary charitable donations amounted to £4,977 (£5,520 in 2023). Donations to charitable causes from hypothecated fundraising initiatives amounted to £21,034 (£16,102 in 2023). This resulted in total charitable giving of £26,011 (£21,622 in 2023), representing 16.4% of TEC total income (16.1% in 2023).

Capital Commitments

There were no outstanding capital commitments at 31[st] December 2024 (£nil in 2023). Since the year-end, we have committed contractually to over £50,000 for two projects, namely:

We expect to complete both of these projects in Q1 of 2025. Many thanks to all those who made generous donations to help to fund the costs of these projects.

Reserves Policy

It is the policy of the LEP (as/when possible), to maintain a balance on Unrestricted Funds (i.e. General Fund), which equates to a minimum of three (3) months and up to six (6) months of general, recurring expenditure. The balance of £64,950 (£62,879 in 2023) on the Unrestricted Fund at the year-end, equates to 6.6 months of such expenditure (in 2023 = 7.2 months).

This reserve is held to cover any future deficits on annual income and expenditure accounts, or emergency situations which may arise. The draft budget for 2025, as approved by the trustees, forecasts cover of 5.9 months at the year-end (with around £59,000 in unrestricted/general reserves).

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Annual Report of the Trustees for the year ended 31[st] December 2024

The Eldwick Church (TEC) Local Ecumenical Partnership (LEP)

Going Concern

The balance sheet at 31[st] December 2024 showed adequate cash balances to meet current and projected liabilities (both revenue and capital). The balance on Unrestricted Funds was outside the parameters of the reserves policy (slightly exceeding the upper limit). However, as noted above, the budget for 2025 forecasts that the level of cover will be just within the policy limits by the end of financial year, 2025.

Investments

It is our policy to invest the available balances of our funds with the Church Commissioners and Local Authority fund (CCLA Investment Management Ltd.) and to hold deposits with various financial institutions, selected to provide a reasonable level of return, balanced with flexible and timely access to funds.

Statement of trustees' responsibilities for the financial statements

The trustees are responsible for preparing the Report of the Trustees and the financial statements in accordance with applicable laws and United Kingdom Generally Accepted Accounting Practice.

Charity law requires the trustees to prepare financial statements for each financial year which give a true and fair view of the state of affairs of the charity and of the incoming resources and application of resources, including income and expenditure, of the charity for that period. In preparing those financial statements, the trustees are required to:

Approved by The Eldwick Church Trustees' Council on 25[th] March 2025 , and signed on its behalf by:

James Huntington (Chair of Trustees)

Revd. Brian Greenfield (Minister)

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Annual Report of the Trustees for the year ended 31[st] December 2024

THE ELDWICK CHURCH

ACCOUNTS

FOR THE YEAR ENDED

31 December 2024

Charity Number:

1139493

THE ELDWICK CHURCH LEP

INDEPENDENT EXAMINER'S REPORT - 2024

Independent Examiner's Report to the Trustees' Council of The Eldwick Church

I report on the accounts of the Trust for the year ended 31 December 2024 which are set out on pages 3 and 4 together with the accounting policies and notes on pages 5 to 8.

Respective Responsibilities of the Trustees and the Independent Examiner

The charity's trustees are responsible for the preparation of the accounts. The charity's trustees consider that an audit is not required for this year under section 144(2) of the Charities Act 2011 (the 2011 Act) and that an independent examination is needed.

It is my responsibility to :

Basis of Independent Examiner's Statement

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, seeking explanations from the Trustees concerning any such matters.

The procedures undertaken do not provide all the evidence that would be required in a full audit, and consequently I do not express an audit opinion on the accounts.

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 130 of the 2011 Act; or to prepare accounts which accord with the accounting records 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.

Emma Wilson FCA

The Old Malthouse Ryecroft Bingley BD16 1DH

25th March 2025

Page 2

THE ELDWICK CHURCH

STATEMENT OF FINANCIAL ACTIVITIES

FOR THE PERIOD ENDED 31 DECEMBER 2024

Note
INCOMING RESOURCES
Incoming resources from donors
2a
Other voluntary income
2b
Charitable & ancillary trading
2c
Other incoming resources (investments, etc.)
2d
TOTAL INCOMING RESOURCES
RESOURCES USED
Missionary & charitable donations
3a
Activities directly related to Church work
3b
Fund Raising & Publicity
3c
Church management & administration
3d
TOTAL RESOURCES USED
SURPLUS/ (DEFICIT) FOR THE YEAR
TRANSFER BETWEEN FUNDS
OTHER RECOGNISED GAINS
Unrealised gains/ (losses) on investments
NON-RECURRING INCOME
4
NON-RECURRING EXPENDITURE
5
FUND BALANCES B/F AT 1 JANUARY
BALANCES C/F AT 31 DECEMBER
Unrestricted
Restricted
Building
Funds
Funds
Funds
£
£
£
68,082
30,953
0
1,849
0
0
45,592
10,000
0
1,757
0
0
117,281
40,953
0
5,650
22,431
0
107,916
0
17,759
2,866
0
0
865
0
0
117,297
22,431
17,759
(16)
18,522
(17,759)
(161)
(601)
762
650
1,598
0
(761)
2,071
17,160
(16,996)
62,879
5,813
798,395
64,950
22,973
781,399
2024
Total
£
99,036
1,849
55,592
1,757
158,234
28,081
125,675
2,866
865
157,487
747
0
650
1,598
(761)
2,235
867,087
869,322
2023
Total
£
89,228
1,711
41,492
1,481
133,912
25,095
111,116
3,470
1,280
140,961
(7,049)
-
2,402
-
-
(4,647)
871,734
867,087

The accounting policies and notes on pages 5 to 8 form an integral part of these financial statements.

Page 3

THE ELDWICK CHURCH

BALANCE SHEET AS AT 31 DECEMBER 2024

Note
FIXED ASSETS
Tangible Fixed Assets
6
Investments
7
Total Fixed Assets
CURRENT ASSETS
Debtors & prepayments
8
Cash at bank and in hand
Current Assets
Sundry creditors & accruals
9
NET CURRENT ASSETS / (LIABILITIES)
NET ASSETS / (LIABILITIES
REPRESENTED BY:
Unrestricted Funds
Building Fund
10
Other Restricted Funds
10
TOTAL RESERVES
CURRENT LIABILITIES
(amounts falling due within 1 year)
2024
£
781,399
29,772
811,171
18,054
53,902
71,957
13,806
58,151
869,322
64,950
781,399
22,973
869,322
2023
£
799,157
28,332
827,489
5,560
42,543
48,103
8,504
39,598
867,087
62,879
798,395
5,813
867,087

Signed: Chair James Huntington

Treasurer

Richard Arnold

Date: 25 March 2025

The accounting policies and notes on pages 5 to 8 form an integral part of these financial statements.

Page 4

THE ELDWICK CHURCH LEP

NOTES TO THE FINANCIAL STATEMENTS

FOR THE YEAR ENDED 31 DECEMBER 2024

1. ACCOUNTING POLICIES

The Accounts (financial statements) have been prepared in accordance with the Church Accounting Regulations 2006, and with Accounting and Reporting by Charities: Statement of Recommended Practice (SORP), applicable to charities preparing their accounts in accordance with the Financial Reporting Standard for Smaller Entities published on 16 July 2014, the Financial Reporting Standard for Smaller Entities (effective January 2015), and the Charities Act 2011 and applicable regulations.

The financial statements have been prepared under the historical cost convention, except for the valuation of investment assets, which are shown at market value.

The financial statements include all transactions, assets and liabilities for which the Trustees' Council is responsible in law. They do not include the accounts of church groups that owe their main affiliation to another body nor those that are informal gatherings of church members.

Funds

Incoming Resources

Resources Used

Gains and Losses on Investments

Fixed Assets

Investments

Investments are valued at the market values at 31 December.

Current Assets

Page 5

THE ELDWICK CHURCH LEP

NOTES TO THE FINANCIAL STATEMENTS

FOR THE YEAR ENDED 31 DECEMBER 2024

**2 ** INCOMING RESOURCES Unrestricted Restricted Restricted Total Total
General Other Building 2024 2023
Funds Funds Funds £ £
2(a) Incoming resources from donors
Planned giving: 53,123 53,123 51,759
Collections at all services 1,176 1,176 1,170
Sundry donations 811 26,103 - 26,915 20,217
Tax reclaim 12,972 4,850 - 17,821 16,082
68,082 30,953 - 99,036 89,228
2(b) Other ordinary incoming resources
Fees (weddings & funerals) 1,849 1,849 1,711
1,849 - - 1,849 1,711
2(c) Income from charitable and ancillary trading
Sundry income from social & 14,852 14,852 14,900
fund-raising activities
Letting of Church premises 30,740 30,740 24,248
Grants received & receivable - 10,000 10,000 2,344
45,592 10,000 - 55,592 41,492
2(d) Income from investments
Dividends and interest received 1,757 1,757 1,481
1,757 - - 1,757 1,481
TOTAL INCOMING RESOURCES 117,281 40,953 - 158,234 133,912
(recurring)
**3 ** RESOURCES USED Unrestricted Restricted Restricted Total Total
General Other Building 2024 2023
Funds Funds Funds £ £
3(a) Mission & Outreach - Donations & Costs
Donations to UK causes 1,709 16,965 18,674 15,046
Donations to overseas causes 3,267 2,083 5,350 2056
Sunday Coffee collections 1,986 1,986 1,480
Emergency & one-off appeals - - - 3,040
4,977 21,034 - 26,010 21,622
Mission & outreach costs 673 1,397 2,070 3,473
5,650 22,431 - 28,081 25,095
3(b) Activities directly relating to the church
Share to the Diocese & Circuit 54,600 54,600 52,001
Office & clergy expenses 1,759 1,759 918
Church service upkeep 2,789 2,789 2,288
Employment costs 14,249 14,249 13,813
Property running costs 15,113 15,113 13,767
Property maintenance costs 19,405 19,405 10,570
Depreciation 17,759 17,759 17,759
107,916 - 17,759 125,675 111,116

Page 6

THE ELDWICK CHURCH LEP

NOTES TO THE FINANCIAL STATEMENTS

FOR THE YEAR ENDED 31 DECEMBER 2024

Unrestricted
Restricted
Restricted
General
Other
Building
2024
Funds
Funds
Funds
£
3(c) Fund-raising and publicity
Costs of social events
2,866
-
2,866
2,866
-
-
2,866
3(d) Church management and administration
Office expenses
450
450
Professional fees
415
415
865
-
-
865
TOTAL RESOURCES USED
117,297
22,431
17,759
157,487
(recurring items)
4 NON-RECURRING & PRIOR YEAR INCOME
Sale of assets
-
Legacies & non recurring income
1,598
1,598
1,598
-
-
1,598
5 NON-RECURRING EXPENDITURE
Capital expenditure
-
761
761
-
761
-
761
6 TANGIBLE FIXED ASSETS
Cost:
Building
Fixtures &
Fittings
At 1 January 2024
887,929
-
Additions
-
-
Disposals
-
-
At 31 December 2024
887,929
-
Accumulated depreciation:
At 1 January 2024
88,772
-
Charge for year
17,759
-
On disposals
-
-
At 31 December 2024
106,530
-
Net book value at 31 December 2024
781,399
-
Net book amount at 31 December 2023
7 INVESTMENTS
2024
£
29,772
29,772
8 DEBTORS
2024
£
Income tax recoverable
7,110
Other debtors & pre-payments
10,944
18,054
Investments represent shares in the Central Board of Finance (CBF) of the
Church of England Investment Fund.
At 31 December 2024, 1287.58 shares were held in the CBF fund
(2023: 1253.32 shares). The values of these, based on share prices at 31
December were:
Unrestricted
Restricted
Restricted
General
Other
Building
2024
Funds
Funds
Funds
£
2,866
-
2,866
Unrestricted
Restricted
Restricted
General
Other
Building
2024
Funds
Funds
Funds
£
2,866
-
2,866
Unrestricted
Restricted
Restricted
General
Other
Building
2024
Funds
Funds
Funds
£
2,866
-
2,866
2023
£
3,470
2,866 -
-
2,866
3,470
450
415
530
750
865 -
-
865
1,280
117,297 22,431
17,759
157,487
140,961
E
1,598
-
1,598
-
-
1,598 -
-
1,598
-
- 761
761
-
- 761
-
761
-
887,929
-
-
887,929
88,772
17,759
-
106,530
781,399
799,157
2023
£
28,332
29,772 28,332
2024
£
7,110
10,944
2023
£
5,560
-
18,054 5,560

Page 7

THE ELDWICK CHURCH LEP

NOTES TO THE FINANCIAL STATEMENTS

FOR THE YEAR ENDED 31 DECEMBER 2024

9 LIABILITIES : AMOUNTS DUE WITHIN ONE YEAR

Income in advance
Accruals
10 RESTRICTED FUNDS
Building Fund
Mission Giving
Golden Oldies
Garden Project
Solar Panels (G2GG)
Car Park Surfacing
11 NET ASSETS BY FUND
Tangible Assets
Investments
Current Assets
Creditors: Amounts falling due
within one year
610
500
13,196
8,004
13,806
8,505
Balance as at
01 January 2024
Income &
Donations &
Transfers
Expenditure
Balance as at
31 December
2024
Balance as at
31 December
2023
798,395
762
(17,759)
781,399
798,395
-
18,719
(18,719)
-
-
3,131
(601)
(2,530)
-
3,131
2,682
58
(1,182)
1,558
2,682
-
22,063
(648)
21,415
-
-
-
-
-
610
500
13,196
8,004
13,806
8,505
804,208
41,001
(40,837)
804,372
804,208
Unrestricted
Restricted
Building, G2GG
& Car Park
Restricted
Mission Giving
& Garden
Total Funds
2024
Total Funds
2023
Funds
Fund
Fund
781,399
781,399
816,153
29,772
29,772
25,169
39,022
21,415
11,519
71,957
38,663
(3,845)
(9,961)
(13,806)
(8,251)
64,950
802,814
1,558
869,322
871,734

Page 8

THE ELDWICK CHURCH LEP

INDEPENDENT EXAMINER'S REPORT - 2024

Independent Examiner's Report to the Trustees' Council of The Eldwick Church

I report on the accounts of the Trust for the year ended 31 December 2024 which are set out on pages 3 and 4 together with the accounting policies and notes on pages 5 to 8.

Respective Responsibilities of the Trustees and the Independent Examiner

The charity's trustees are responsible for the preparation of the accounts. The charity's trustees consider that an audit is not required for this year under section 144(2) of the Charities Act 2011 (the 2011 Act) and that an independent examination is needed.

It is my responsibility to :

Basis of Independent Examiner's Statement

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, seeking explanations from the Trustees concerning any such matters.

The procedures undertaken do not provide all the evidence that would be required in a full audit, and consequently I do not express an audit opinion on the accounts.

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 130 of the 2011 Act; or to prepare accounts which accord with the accounting records 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.

Emma Wilson FCA BFP

The Old Malthouse Ryecroft Bingley BD16 1DH

25th March 2025

Page 1