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2025-03-31-accounts

HEATHERVALE BAPTIST CHURCH Annual Report from 1[st] April 2024 to 31[st] March 2025

Statutory Information

Registered Address:

Heathervale Baptist Church, Heathervale Road, New Haw, Addlestone, Surrey. KT15 3NW

Charity Number: 1142507

Trustees:

Rev. Martin Robinson, Pastor, (Worship, Prayer, Teaching & Evangelism) Mr. Anthony Nelson, Elder, (Small Groups, Discipleship, Mission & Administration) Mr. Nigel Straker, Elder, (Premises & IT) Mr. Paul Greenwood, Deacon, (Treasurer) Mrs. Janine Hooper-Windsor, Deacon, (Hospitality) Mrs. Barbara Pargeter, Deacon, (Community Outreach) Mr. Marc Cousins, Deacon, (Family & Community Evangelism and Under 30s) Mrs Louise James, Deacon, (Administration) Mrs. Jennifer McAllister, Deacon, (Prayer & Prophecy)

Property Trustees

The Baptist Union Corporation Limited, Baptist House, 129 Broadway, Didcot, Oxfordshire, OX11 8RT

Bankers

HSBC

Independent Examiner

Mr Quentin Ford

Annual Report for 2024/2025

The trustees present their Annual Report and financial statements for 2024/2025.

Our Purpose Statement

Helping people to make a journey to know and to love Jesus.

Our Vision Statement

We seek to be a Christ-centred, Spirit-filled church family of all ages that reflects the age profile of our local community and that brings transformation to our community through what we say, what we do and through signs and miracles.

The four church Values

We seek to be a community of God's people who are: Spirit Filled Bible Saturated Sharing Jesus Loving God & Others

Charitable Object

The Charity is governed by an Approved Governing Document which states that the principal purpose of the charity is the advance of the Christian Faith according to the principles of the Baptist denomination to include the advancement of education, community service and such other general charitable purposes in such parts of the United Kingdom and the world as the Church shall determine.

The Church occupies premises which are held by the Baptist Union Corporation Ltd, on Trusts which are entirely compatible with the above object.

Organisational Structure and Decision making processes

Members of the church are accepted in accordance with the Constitution which normally requires them to be or to have been publicly baptised by immersion on the profession of faith in Jesus Christ.

The members’ meeting normally takes place four times per year and has responsibility for the overall policy of the church. In accordance with the Constitution, the members appoint Trustees, consisting of elders and deacons, who together with the Minister, are responsible for the day to day running of the church’s work and witness, and the financial and legal aspects of the charity.

New and existing Trustees are reminded each year to read the charitable documents from the Baptist Union and Charity Commission. They are also brought up to date on their roles and responsibilities and are encouraged to attend local Baptist Association training as required. New Trustees are given additional induction training by existing Trustees who ensure that they are made familiar with the Vision and Constitution of the church and the specific responsibilities they carry within a leadership portfolio as well as in the general duties of Trustees within the church.

All members are encouraged to take an appropriate part in the spiritual and practical tasks involved in the furtherance of the charitable objective.

Relevant matters may be submitted to the Church Meeting by the Trustees for guidance, or may be raised by members in Church Meetings for further consideration by the Trustees. Though the Constitution permits decisions to be made at Church Meetings by appropriate majorities, the church seeks to work by consensus wherever possible.

Objectives and Activities

In order to achieve the principal objective which is set out above, the Church provides a variety of activities both to its membership and to the community generally. The aim is to show the love of Jesus Christ in both word and deed and to bring people into a closer relationship with Him as living Lord.

Central to the work and witness of the Church is the provision of regular public services of Christian worship. These services take place each Sunday morning at 9am and 10.30am. There is a full children’s programme during the 10.30am service. The church seeks to be a friendly and welcoming community and anybody is free to attend any of these services.

On Monday mornings the church continues to be open to the community as a Coffee Stop where drinks and homemade cakes are available for those who want to just come and chat.

For the younger people an open youth group called ‘Emerge’ continues to meet on a Monday evening, this is primarily, in two groups, for school years: 3 to 5 and 6 to 8.

The church runs a weekly group for parents/carers and pre-school children (during term time) on Friday mornings as well as a Dads & Toddlers’ Group which meets once a month on a Saturday morning. These are for the purpose of assisting the community and demonstrating the love of Jesus Christ.

On the 3[rd] Friday afternoon of each month the church holds a Bereavement Café on the premises, for those who need someone independent to talk to, as they grieve.

The church also runs a monthly Saturday event for senior citizens during the year which seeks to demonstrate and communicate the gospel of Jesus Christ in providing food, fun and a short message about the Christian faith.

Approximately once a term, on a Sunday afternoon, a team leads the Rainbow Group, which is a very relaxed time for those with special needs and their carers. This consists of refreshments, a short talk, songs and crafts.

The church runs a series of weekly homegroups for the growth of faith and discipleship in the homes of some members.

During the year a team prepared and served, 'Let's Do Lunches' on the premises and also continued to provide 'Take-away Lunch' for those who preferred that option. These were greatly appreciated due to the growing need for this provision within the community. These were generally provided once or twice a week during most of the main school holidays.

Once or twice a year the church hosts an Alpha Course for those who may be interested in learning more about the Christian faith in an environment where they can ask questions and meet together with others over a hot meal that is also provided.

Further details on any of the activities can be obtained from the Trustees on request or from the church website/church office.

The Church operates systems to ensure that all people working with children and vulnerable adults are appropriately vetted with regard to the Disclosure & Barring Service.

The Church has read the Charity Commission guidance on public benefit and is satisfied that the activities outlined above clearly demonstrate that the charity is providing a benefit to the public.

Achievements and Performance

The Church does not measure the success of its programmes only in numbers, including financial numbers, but also in less tangible areas like fellowship and encouragement. The Trustees recognise that these are difficult to measure, and believe that 2024/2025 was a better year than the previous one, and that it will be able to pursue its mission purposes in the future with renewed enthusiasm.

During the year, there were 5 baptisms; 3 members resigned their membership due to moving out of the area and 2 of our members died during the year. However, 8 people were welcomed into membership during that year. At 31[st] March 2025 the membership stood at 103 which was an increase on the previous year.

The church continued to support the local Foodbank initiative and the collection boxes were available in the foyer for donations. With the rise of local families in need, this continued to be greatly appreciated.

Financial Review

The Church continued to raise the funds which it needed to carry on its activities from within its own membership and congregation.

The Church expressed its part in the life of the wider church by making donations to national and international Christian organisations and societies with Christian aims and objectives compatible with the church’s own charitable purpose.

The Minister acts as one of the church's trustees and receives remuneration and other benefits in respect of his services as Minister, including the provision of manse accommodation.

The Deacon for Family and Community acts as one of the trustees and receives a remuneration in respect of his services as Church Evangelist.

The Church is heavily dependent on its membership working as volunteers in all aspects of the church’s activities, many of which run with little or no impact on the church’s expenditure, but nevertheless contribute substantially to the achievement of the church’s objectives.

The financial results for the year, together with a summary of the accounting policies adopted are set out in the accompanying financial statements.

The Trustees have established a Reserves Policy and are satisfied that they have sufficient reserves at the Balance Sheet date, together with the ongoing anticipated income, to enable the church to function effectively in the coming year.

The Trustees have made an assessment of the major risks facing the church and are satisfied that there are policies in place to minimise these risks.

HEATHERVALE BAPTIST CHURCH

NOTES TO THE FINANCIAL STATEMENTS

1 Accounting policies

The Financial Statements have been prepared on a 'Receipts and Payments' basis and in accordance with section 133 of the Charities Act 2011. Values are given to the nearest £.

Values are given to the nearest £.
£ £
2025 2024
2 Other income
9 Emerge 811 941
10 Seniors Events 538 658
11 Coffee Stop 1547 1402
12 WLTDO 207 99
13 Kingdom Tots 852 696
Use of premises 0 0
Lounge 0 117
Other donations 20 50
Other 0 15
2b Raised for other causes See 2a below See 2a below
Total other income 3975 3977
Restricted and unrestricted income is reported in Total General Receipts and has not
2a been split between income sources for 2025
Unrestricted funds included in General
2b Receipts
Leprosy Mission 144 150
BMS Mission Harvest Appeal 595 0
BMS World Mission Boxes 186 0
BMS Home Mission 58 50
Eikon 105 0
Brooklands Museum 136 0
Samaritans Purse (Shoebox) 0 118
Tear Fund 0 204
Missionary Aviation Fellowship 205 0
Salvation Army 339 0
BEASOM 0 450
Christians Against Poverty (CAP) 0 100
Children in Need 100 65
Woking Hospice 0 52
1869 1189
2c
Surrey County Council
British Heart Foundation
Premises Project
Shoebox/Woking Hospice
Memorial Fund
Harvest Collection. BMS World
3
Pension contributions (er and ee)
Deficit contributions
Membership fees, bank charges (2024)
Restricted funds included in General
Receipts
Stipend and salaries
Sundry
Pastoral
Ministry
National insurance (er and ee)
HCC Refreshments
0
1000
0
100
0
646
0
104
0
1000
595
570
595
3420
81978
78040
13338
15257
7
12
8982
8130
0
1134
14
539
2719
1534
0
133
107038
104779

The Pastor acts as one of the church's trustees and receives remuneration and other benefits in respect of his services as Pastor, including the provision of manse accommodation.

4 Upkeep of church and manse premises
Lighting, heating, water etc 16810 14554
Cleaning / Housekeeping 4392 7510
Insurances 3577 4139
Repairs and Maint(Lightning Conductor and Pa 0 4016
Fire Prevention 1372 0
Car Park/ Drains, Flat Roof repairs, Side
Fencing 0 2800
Lounge 0 2553
Boilers and Heat Exchange (Church and M 4723 0
Lift 416 0
Manse upkeep 626 9002
31915 44575
5
Office and Supplies
Subscriptions
6
6a Given to other causes
6a
Compassion
Other
6b
6b
BMS World Mission Boxes
Under 30's
IT, Internet & Website
Evangelistic events at church
Given to other causes from:
Mission Budget
BU SE Home Mission
Leprosy Mission
Worship/small groups/prayer
Administration
Photocopying
Telephone (Manse)
Phone and broadband
Mission
Eikon
BMS World Mission
Christians Against Poverty (CAP)
One-off gifts
BMS Mission Harvest Appeal
One-off gifts and Appeals
BMS Home Mission
Missionary Aviation Fellowship
BEASOM
Eikon
Brooklands Museum
Samaritans Purse (Shoebox)
Tear Fund
Christians Against Poverty (CAP)
Salvation Army
1915
2079
901
705
0
744
0
1640
686
0
1959
281
5461
5449
10908
13530
970
781
2589
4668
770
800
15238
19779
5544
5700
0
3000
2366
2100
1101
1080
28
336
0
125
1869
1189
10908
13530
144
150
595
0
186
0
58
50
105
0
136
0
0
118
0
204
205
0
339
0
0
450
0
100
Children in Need
Woking Hospice
100
65
0
52
1869
1189

7 Fixed Assets

The church is the beneficial owner (subject to the relevant trusts) of the following assets, the legal title of which is held by the church's custodian trustee (the Baptist Union Corporation Ltd):

• The Manse at 10 Heathervale Road, New Haw, valued for insurance purposes at £230,048 (2022 valuation) Furniture and equipment of the Church and Manse are expensed in the year of purchase.

8 Funds Accounts - Unrestricted
9
Surplus / -Deficit for the year
10
Surplus / -Deficit for the year
11
Surplus / -Deficit for the year
12
Surplus / -Deficit for the year
13
Surplus / -Deficit for the year
Pension Scheme Liabilities
Receipts
Payments
Kingdom Tots
Receipts
Payments
Who Let The Dads Out(WLTDO)
Receipts
Payments (included in Under 30s)
Seniors Events
Receipts
Payments
Coffee Stop
Receipts
Payments
Payments(Compassion Child sponsorship )
Emerge
2025
2024
£
£
811
941
811
781
0
160
538
658
538
594
0
64
1547
1402
1547
140
0
336
0
926
207
99
207
27
0
72
852
696
852
225
0
471

The Church is a participating employer in the Baptist Pension Scheme ("the Scheme"), which is a separate legal entity administered by the Pension Trustee (Baptist Pension Trust Limited.) The assets of the Scheme are held separately from those of the Employer and the other participating employers.

Benefits in respect of service prior to 1 January 2012 are provided through the Defined Benefit (DB) Plan within the Scheme. The DB Plan was closed to future accrual of defined benefits on 31 December 2011.

Since 1 January 2012, benefits have been provided through a Defined Contribution (DC) Plan within the Scheme.

A formal valuation of the DB Plan was performed at 31 December 2019 by a professionally qualified Actuary using the Projected Unit Method. The market value of the DB Plan assets at the valuation date was £300 million, whilst the level of assets needed to pay benefits was £318 million, giving a deficit of £18 million.

The Church and the other participating employers in the DB Plan are collectively responsible for funding this deficit.

The next actuarial valuation of the DB Plan will take place as of 31 December 2022.

On 30 June 2022 the Baptist Pension Scheme signed an agreement which the insurance company, Just Group (Just) to secure DB Plan members pension benefits.

Just are now providing financial backing for all pensions provided through the Schemes DB Plan and following this transaction the Scheme no longer has a shortfall. An updated Recovery plan was then signed in August 2022 under which recovery contributions from each participating employer in the DB Plan reduced to £1 per month from August 2022 and to set the liability in the financial statements to zero

The Financial Statements are based on the 'Receipts' basis and the following 14 estimated Gift-Aid monies are due from the HMRC for the 2024/5 financial

Gift Aid 4th Quarter 6491

6052

CHARITY COMMISSION FOR ENtLAND AND WALES Independent examinerfs report on the accounts Section A Independent Examine¢s Report Report to the trustees Heathervale Baptist Church On accounts for the year ended 31 March 2025 Charity no (rf any) 1142507 Sot out on pages I report to the trustee5 on my examination of the accourrts of the above charity ('the Trust) for the year ended 3110312025. Responsibilities and basis of report As the charity's trustees, you are responsible for the preparation of the accounts in a￿OrdanCe with the requirements of the Charities Act 2011 1.the Act.). I report in respect of my examination of the Trusvs accounts carried OLrt under secb'on 145 of the 2011 Act and in carying out my examination. I have followed all the appluble Directions given by the Charity Commission under section 145(5){b) of the Act. Independent I have Comp￿ted my examination. I confirm that no material matters have examinerfs statsment come to my attention in connection wth the examination which gives me cause to believe that in, any material resFtc*'. the accounling records were not kept in acGordance with section 130 of the Charities ACL or the accounts not accord with the accounting records; I have no concems and have ccwne aGross no other matters in connection with the examination to which attention should be drawn in this report in order to a Froper understanding of the accounts to be reached. Signed- Date: 3011012025 Name: Quentin C R Ford Relevant professional qualification(s} or body (if any): Address: 7 Hartland Close . New Haw. Addlestone KT153AD IER Oct 2018