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2022-12-31-accounts

REGISTERED CHARITY NUMBER: 1140734

Report of the Trustees and

Unaudited Financial Statements for the Year Ended 31 December 2022

for

Speen Baptist Church

Haines Watts (Berkhamsted) Limited Chartered Accountants 4 Claridge Court Lower Kings Road Berkhamsted Hertfordshire HP4 2AF

Speen Baptist Church

Contents of the Financial Statements for the Year Ended 31 December 2022

Page
Report of the Trustees 1 to 2
Independent Examiner's Report 3
Statement of Financial Activities 4
Balance Sheet 5
Notes to the Financial Statements 6 to 11

Speen Baptist Church

Report of the Trustees

for the Year Ended 31 December 2022

The trustees present their report with the financial statements of the charity for the year ended 31 December 2022. The trustees have adopted the provisions of Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019).

OBJECTIVES AND ACTIVITIES

Objectives and aims

We have referred to the guidance contained in the Charity Commission's general guidance on public benefit when reviewing our aims and objectives and in planning our future activities. The objects are set out in the governing document mentioned above. In summary they are:

The managing trustees have the authority to make decisions concerning financial donations up to £500. Anything above that amount must be ratified by the members.

ACHIEVEMENT AND PERFORMANCE

Charitable activities

We continued to offer weekly worship services, prayer meetings, home groups, home visits and other aspects of a Christian community throughout the year. The church membership and visitors continue to meet regularly, see some new faces arrive, and some old friends move on, and to worship God throughout.

We had some opportunities across 2022 to bless the community with a toddler group and various one-off events.

2022 saw Speen Church continuing to evolve in our ability to benefit the local community especially given the cost of living crisis and the war in Ukraine. We have welcomed Ukrainian refugees into the fellowship, as well as building relationships with other local people including refugees from other nations. We also sustained our support for overseas mission charities in India and Ethiopia and to share the love of Jesus with many at home and overseas. Financially we retain reasonable reserves at the year end and at the time of signing off these accounts.

We thank God for all of these things.

Praise God for a blessed year, with much to look forward to.

FINANCIAL REVIEW

Financial Review

The policy on reserves is to aim to maintain at least 3 months of average expenditure. This objective was met throughout the year. The public benefit objectives have been supported by the expenditure on serving the local community as well as through maintaining the church facilities and the other general expenditure of the church. All of this supports our objectives of sharing the gospel of Jesus and putting it into practice amongst the local community, and further afield for the benefit of those in poverty and need. We also donate amounts detailed in these accounts to a number of local and international charities.

FUTURE PLANS

The objective remains to continue providing the public benefits as set out in the summary of activities and financial review above.

The Chapel and Church Hall are now in excellent condition, so as to offer good facilities to the church and local community. Hospitality events, the Tiddlers and Toddlers group, and our routine church activities will continue for the foreseeable future.

Page 1

Speen Baptist Church

Report of the Trustees for the Year Ended 31 December 2022

STRUCTURE, GOVERNANCE AND MANAGEMENT Governing document

Speen Church is an unincorporated charity governed by a constitution based on the Baptist Union guidance and adopted by the members. The existing members appoint managing trustees (see below) following the provisions set out in the above governing constitution. Significant decisions concerning Speen Church are debated by the managing trustees who then make a proposal to the membership, which is decided by a vote.

Public Benefit

The church acknowledges its requirement to demonstrate clearly that it must have charitable purposes that are for the public benefit. The activities set out below illustrate the public benefit provided this year.

Trustees

Baptist Union Corporation Limited is a custodian trustee. The trustees listed below are managing trustees (Deacons).

REFERENCE AND ADMINISTRATIVE DETAILS Registered Charity number

1140734

Principal address Chapel Hill Speen Princes Risborough Buckinghamshire HP27 0SP Trustees Ms J Pearce Mr S Booth Mr J Entwisle Ms J Hearn Revd T Deller Ms A Wright

Independent Examiner Haines Watts (Berkhamsted) Limited Chartered Accountants 4 Claridge Court Lower Kings Road Berkhamsted Hertfordshire HP4 2AF

27/10/2023 Approved by order of the board of trustees on ............................................. and signed on its behalf by:

...................................................................... Mr J Entwisle - Trustee

Page 2

Independent Examiner's Report to the Trustees of Speen Baptist Church

Independent examiner's report to the trustees of Speen Baptist Church

I report to the charity trustees on my examination of the accounts of Speen Baptist Church (the Trust) for the year ended 31 December 2022.

Responsibilities and basis of report

As the charity trustees of the Trust you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 ('the Act').

I report in respect of my examination of the Trust's accounts carried out under Section 145 of the Act and in carrying out my examination I have followed all applicable Directions given by the Charity Commission under Section 145(5)(b) of the Act.

Independent examiner's statement

I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:

  1. accounting records were not kept in respect of the Trust as required by Section 130 of the Act; or

  2. the accounts do not accord with those records; or

  3. the accounts do not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a true and fair view which is not a matter considered as part of an independent examination.

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.

Bianca Permal FCA

Haines Watts (Berkhamsted) Limited Chartered Accountants 4 Claridge Court Lower Kings Road Berkhamsted Hertfordshire HP4 2AF

Date: .............................................

Page 3

Speen Baptist Church

Statement of Financial Activities for the Year Ended 31 December 2022

Notes
INCOME AND ENDOWMENTS FROM
Donations and legacies
2
Other trading activities
3
Total
EXPENDITURE ON
Raising funds
4
Charitable activities
5
Cost of Charitable Activities
Total
Net gains/(losses) on investments
NET INCOME/(EXPENDITURE)
RECONCILIATION OF FUNDS
Total funds brought forward
As previously reported
Prior year adjustment
10
As restated
TOTAL FUNDS CARRIED FORWARD
Unrestricted
fund
£
61,263
721
61,984
8,316
57,040
65,356
82,431
79,059
435,693
-
435,693
514,752
Restricted
funds
£
660
-
660
660
-
660
153,701
153,701
1,890,319
(322,664)
1,567,655
1,721,356
31.12.22
Total
funds
£
61,923
721
62,644
8,976
57,040
66,016
236,132
232,760
2,326,012
(322,664)
2,003,348
2,236,108
31.12.21
Total
funds
as restated
£
56,344
613
56,957
3,763
66,993
70,756
(132,629)
(146,428)
2,149,776
-
2,149,776
2,003,348

The notes form part of these financial statements

Page 4

Speen Baptist Church

Balance Sheet 31 December 2022

Notes
FIXED ASSETS
Tangible assets
11
CURRENT ASSETS
Debtors
12
Cash at bank
NET CURRENT ASSETS
TOTAL ASSETS LESS CURRENT LIABILITIES
NET ASSETS
FUNDS
13
Unrestricted funds
Restricted funds
TOTAL FUNDS
Unrestricted
fund
£
487,212
9,173
18,367
27,540
27,540
514,752
514,752
Restricted
funds
£
1,721,356
-
-
-
-
1,721,356
1,721,356
31.12.22
Total
funds

£
2,208,568
9,173
18,367
27,540
27,540
2,236,108
2,236,108
514,752
1,721,356
2,236,108
31.12.21
Total
funds
as restated
£
1,972,436
9,173
21,739
30,912
30,912
2,003,348
2,003,348
435,693
1,567,655
2,003,348

The financial statements were approved by the Board of Trustees and authorised for issue on ............................................. and were signed on its behalf by: 27/10/2023

............................................. Mr J Entwisle - Trustee

The notes form part of these financial statements

Page 5

Speen Baptist Church

Notes to the Financial Statements for the Year Ended 31 December 2022

1. ACCOUNTING POLICIES

Basis of preparing the financial statements

The financial statements of the charity, which is a public benefit entity under FRS 102, have been prepared in accordance with the Charities SORP (FRS 102) 'Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019)', Financial Reporting Standard 102 'The Financial Reporting Standard applicable in the UK and Republic of Ireland' and the Charities Act 2011. The financial statements have been prepared under the historical cost convention, as modified by the revaluation of certain assets.

The financial statements have been prepared on a going concern basis. The Trustees have reviewed and considered relevant information, including the annual budget and future cash flows in making their assessment.Based on these assessments, given the measures that could be undertaken to mitigate the current adverse conditions, and the current resources available, the Directors have concluded that they can continue to adopt the going concern basis in preparing the annual report and accounts.

Income

All income is recognised in the Statement of Financial Activities once the charity has entitlement to the funds, it is probable that the income will be received and the amount can be measured reliably.

Expenditure

Liabilities are recognised as expenditure as soon as there is a legal or constructive obligation committing the charity to that expenditure, it is probable that a transfer of economic benefits will be required in settlement and the amount of the obligation can be measured reliably. Expenditure is accounted for on an accruals basis and has been classified under headings that aggregate all cost related to the category. Where costs cannot be directly attributed to particular headings they have been allocated to activities on a basis consistent with the use of resources.

Tangible fixed assets

Tangible fixed assets are recognised at cost initially but annually revalued to their insured amount as this is deemed the most appropriate basis for valuing the assets.

Taxation

The charity is exempt from tax on its charitable activities.

Fund accounting

Unrestricted funds can be used in accordance with the charitable objectives at the discretion of the trustees.

Restricted funds can only be used for particular restricted purposes within the objects of the charity. Restrictions arise when specified by the donor or when funds are raised for particular restricted purposes.

Further explanation of the nature and purpose of each fund is included in the notes to the financial statements.

Pension costs and other post-retirement benefits

The charity operates a defined contribution pension scheme. Contributions payable to the charity's pension scheme are charged to the Statement of Financial Activities in the period to which they relate.

continued...

Page 6

Speen Baptist Church

Notes to the Financial Statements - continued for the Year Ended 31 December 2022

2. DONATIONS AND LEGACIES

2. DONATIONS AND LEGACIES
31.12.22 31.12.21
as restated
£ £
Donations 51,443 44,865
Gift aid 9,195 11,479
Hall Hire 595 -
VAT Rebate 690 -
61,923 56,344
3. OTHER TRADING ACTIVITIES
31.12.22 31.12.21
as restated
£ £
Burial Fees 250 -
Chapel Hill Kitchen sales 471 613
721 613
4. RAISING FUNDS
Investment management costs
31.12.22 31.12.21
as restated
£ £
Property repairs 8,276 3,763
Maintenance charges 700 -
8,976 3,763
5. CHARITABLE ACTIVITIES COSTS
Support
Direct costs (see
Costs note 6) Totals
£ £ £
Cost of Charitable Activities 56,323 717 57,040

continued...

Page 7

Speen Baptist Church

Notes to the Financial Statements - continued for the Year Ended 31 December 2022

6. SUPPORT COSTS

SUPPORT COSTS
Governance
Finance costs Totals
£ £ £
Cost of Charitable Activities 279 438 717

7. TRUSTEES' REMUNERATION AND BENEFITS

During the year, Rev T Deller received remuneration of £26,750 (2021: £26,750).

Trustees' expenses

During the year, members of the board of trustees; Ms J Pearce and Mr J Entwisle received reimbursement of £173.40 (2021:£1,878) and £255.09 (2021: £142) respectively.

8. STAFF COSTS

Wages and salaries
Social security costs
Other pension costs
The average monthly number of employees during the year was as
Ministry team
No employees received emoluments in excess of £60,000.
COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES
INCOME AND ENDOWMENTS FROM
Donations and legacies
Other trading activities
Total
EXPENDITURE ON
Raising funds
Charitable activities
Cost of Charitable Activities
Total
follows:
Unrestricted
fund
£
49,709
613
50,322
3,103
61,018
64,121
31.12.22

£
28,150
-
6,139
34,289
31.12.22

2
Restricted
funds
£
6,635
-
6,635
660
5,975
6,635
31.12.21
as restated
£
29,150
(256)
7,426
36,320
31.12.21
as restated
2
Total
funds
as restated
£
56,344
613
31.12.21
as restated
£
29,150
(256)
7,426
36,320
31.12.21
as restated
2
Total
funds
as restated
£
56,344
613
56,957
3,763
66,993
70,756

9. COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES

continued...

Page 8

Speen Baptist Church

Notes to the Financial Statements - continued for the Year Ended 31 December 2022

9. COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES - continued

Net gains/(losses) on investments
NET INCOME/(EXPENDITURE)
RECONCILIATION OF FUNDS
Total funds brought forward
TOTAL FUNDS CARRIED FORWARD
Unrestricted
fund
£
40,497
26,698
408,995
435,693
Restricted
funds
£
(173,126)
(173,126)
1,740,781
1,567,655
Total
funds
as restated
£
(132,629)
(146,428)
2,149,776
2,003,348

10. PRIOR YEAR ADJUSTMENT

A prior year adjustment was made to remove the historic cost valuation of the investment property, which had been incorrectly classified. This adjustment had a financial impact of £322,664 on both the Statement of Financial Activities and the Balance Sheet. All property is now valued at insurance valuation.

11. TANGIBLE FIXED ASSETS

Freehold
property
£
COST OR VALUATION
At 1 January 2022
1,521,602
Revaluations
153,701
At 31 December 2022
1,675,303
NET BOOK VALUE
At 31 December 2022
1,675,303
At 31 December 2021
1,521,602
Cost or valuation at 31 December 2022 is represented by:
Freehold
property
£
Valuation in 2020
33,503
Valuation in 2021
149,538
Valuation in 2022
153,701
Cost
1,338,561
1,675,303
Church
Manse
£
396,704
76,963
473,667
473,667
396,704
Church
Manse
£
12,894
32,420
76,963
351,390
473,667
Fixtures
and
fittings
£
54,130
5,468
59,598
59,598
54,130
Fixtures
and
fittings
£
-
8,077
5,468
46,053
59,598
Totals
£
1,972,436
236,132
2,208,568
2,208,568
1,972,436
Totals
£
46,397
190,035
236,132
1,736,004
2,208,568

continued...

Page 9

Speen Baptist Church

Notes to the Financial Statements - continued for the Year Ended 31 December 2022

12. DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR

Other debtors
13.
MOVEMENT IN FUNDS
Unrestricted funds
General fund
Restricted funds
Baptist Union Corporation
TOTAL FUNDS
Net movement in funds, included in the above ar
Unrestricted funds
General fund
Restricted funds
Restoration Fund
Baptist Union Corporation
TOTAL FUNDS
Comparatives for movement in funds
Unrestricted funds
General fund
Restricted funds
Baptist Union Corporation
TOTAL FUNDS
At 1.1.22
£
435,693
1,890,319
2,326,012
e as follows:
Incoming
resources
£
61,984
660
-
660
62,644
Prior
year
adjustment
£
-
(322,664)
(322,664)
Resources
expended
£
(65,356)
(660)
-
(660)
(66,016)
At 1.1.21
£
408,995
1,740,781
2,149,776
31.12.22
£
9,173
Net
movement
in funds
£
79,059
153,701
232,760
Gains and
losses
£
82,431
-
153,701
153,701
236,132
Net
movement
in funds
£
26,698
(173,126)
(146,428)
31.12.21
as restated
£
9,173
At
31.12.22
£
514,752
1,721,356
2,236,108
Movement
in funds
£
79,059
-
153,701
153,701
232,760
At
31.12.21
£
435,693
1,567,655
2,003,348
e

continued...

Page 10

Speen Baptist Church

Notes to the Financial Statements - continued for the Year Ended 31 December 2022

13. MOVEMENT IN FUNDS - continued

Comparative net movement in funds, included in the above are as follows:

Unrestricted funds
General fund
Restricted funds
Ethiopia and India
Restoration Fund
Agape
Baptist Union Corporation
Outreach
TOTAL FUNDS
Incoming
resources
£
50,322
2,900
660
2,400
-
675
6,635
56,957
Resources
expended
£
(64,121)
(2,900)
(660)
(2,400)
-
(675)
(6,635)
(70,756)
Gains and
Movement
losses
in funds
£
£
40,497
26,698
-
-
-
-
-
-
(173,126)
(173,126)
-
-
(173,126)
(173,126)
(132,629)
(146,428)

In the current year the statement of financial activities shows a transfer between the unrestricted general fund and the restricted funds. This was for the purpose of avoiding a deficit in what are restricted funds.

Below are the restricted funds with amounts transferred to them:

Restoration Fund: Transferred £660 income from the general fund.

The restricted funds comprise the chapel and hall buildings which are held under trust by the Baptist Union Corporation. The terms of the trust restrict any sale or material change of use of these buildings.

14. EMPLOYEE BENEFIT OBLIGATIONS

The charity operates a defined contribution pension scheme. Contributions payable by the charity amounted to £6,139 (2021: £6,295).

15. RELATED PARTY DISCLOSURES

There were no related party transactions for the year ended 31st December 2022 (2021:Nil).

Page 11