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ACCOUNTS for the Year End 31 August 2022

STRATFORD ON AVON METHODIST CHURCH

ANNUAL REPORT

And

FINANCIAL STATEMENTS (Receipts & Payments)

Year ending 31 AUGUST 2022

South Warwickshire Methodist Circuit 12/5 CHARITY REGISTRATION Number 1152323

Prepared by David Dumper, Church Treasurer – September 2022 1

ACCOUNTS for the Year End 31 August 2022

TRUSTEES ANNUAL REPORT for year ended 31 August 2022

Introduction

The trustees present their report with the financial statements of the charity for the year ended 31[st] August 2022

Mission Statement

Our vision is to share the Good News of Jesus Christ with those around us and to provide a place of witness and worship for all people. Our aim is to have a dynamic, growing Church with warm fellowship and outreach where people of all ages and backgrounds can meet the Lord Jesus Christ and feel part of a caring Church family

Review of the year

Income Trends

Church income is primarily drawn from Standing Orders, Sunday cash collections, Gift aid tax credit, Donations, Legacies, Gifts, and Fundraising from church groups and members 58%; and letting income paid by external users of the building 32%.

Following redevelopment of church in 2014 our green features have enabled us to export energy to the National Grid yielding just over 3% of annual income

COVID 19 had a severe impact on both the finances and outreach of the Charity. Since closure of the premises in March 2020 worship services were only able to resume on our premises during August 2021. Weekly services had continued remotely by means of the ZOOM platform. income from giving reduced significantly and other than rental from Stratford upon Avon Foodbank no other letting income has existed until September 2021 and recovery has been slow during past twelve months representing just 60% of pre covid letting income.

Expenditure Trends

The major cost has been in relation to the annual assessment paid to the South Warwickshire Circuit. Our contribution this financial year represents 47% of annual income.

Other significant expenditures include staff & administration costs of 14%, Maintenance & Cleaning of Church premises 23%, and Utilities & Insurance 9% of annual income. The energy crisis means we will need to find an additional £9,000 this coming year to pay our utility bills on current consumption.

Fund balances

As at 31 August 2022 the net current assets of the Church had reduced to £27,807

Prepared by David Dumper, Church Treasurer – September 2022 2

ACCOUNTS for the Year End 31 August 2022

Plans for 2022/23

We welcome Deacon Jane Mills as from September 2022 as our minister replacing our presbyter Rev, Audrey Simpson who retired in August 2022 after seven years in office.

We hope that income from giving and letting will increase to replenish our depleted reserves.

Trustee’s Annual Report on Finance and Governance

Basis of preparation and legal framework

The Charity’s annual report and accounts for the year ended 31 August 2022 has been prepared in accordance with the Charities Act 2011 and the Charities: Statement of Recommended Practice 2015 as applicable to the Financial Reporting Standard (FRSSE) 2015

Full Name of Charity: Stratford upon Avon Methodist Church

Registration Charity Number: 1152325

Date of Charity registration: 8 June 2013

Main communication address: c/o Treasurer, Stratford upon Avon Methodist Church Centre, Old Town, Stratford-upon-Avon, CV37 6BG

The members of the Church Council of Stratford upon Avon Methodist Church are the Charity Trustees, membership being made up of church office holders, Minister and representatives appointed by the church at the Annual General Meeting.

Names of trustees is noted on page 13 of this report.

Treasurer : Mr David Dumper

David Dumper acted as the principal officer overseeing the daily financial management and accounting for the church during the year.

Independent examiner : Mark Whitehouse, 42 Lillington Road, Leamington Spa, CV32 5YZ

Investment Bankers

Central Finance Board of the Methodist Church, 9 Bonhill Street, London, EC2A 4PE
Trustees for Methodist Church Purposes, Central Buildings, Oldham Street, Manchester, M1 1JQ

Prepared by David Dumper, Church Treasurer – September 2022 3

ACCOUNTS for the Year End 31 August 2022

Aims and organisation

The Charity provides services and events resulting in the provision of public Christian worship for all and provides a facility for local groups and organisations to use our premises for the purposes of a wider witness within the Stratford-upon- Avon community

The objectives of the Charity are set out in The Methodist Church Act 1976 and include the following - The advancement of

a) The Christian faith in accordance with the doctrinal standards and discipline of The Methodist Church;
b) Any charitable purpose for the time being of any Connexional, District, Circuit. local or other organisation of The Methodist Church;
c) Any charitable purpose for the time being of any society or institution subsidiary or ancillary to The Methodist Church;
d) Any purpose for the time being of any charity being a charity subsidiary or ancillary to The Methodist Church

Activities of the Charity

Worshiping God through prayer, song and other acts of worship including the organisation and resourcing of regular public acts of worship open to members of the church and nonmembers alike.
The teaching of Christianity through sermons, courses and small groups.
The resourcing of pastoral work including visiting the sick and bereaved.
Taking religious assemblies in local schools.
Promotion of Christianity through the staging of events and services.
The charity supports Connexional & Mission work in the UK and Overseas including an active Overseas Sponsorship scheme, All We Can, Christian Aid, World Mission Fund, Mission in Britain, Action for Children, Methodist Homes for the Aged, Christian Aid and South Warwickshire Methodist circuit projects
Additional support is given to Stratford Churches Together, Stratford Ecumenical Homeless Project, Stratford upon Avon Foodbank and Talking Newspapers for the Blind (Stratford)

Public Benefit

We confirm the trustees have had regard to the Charity Commission’s guidance on public benefit.

ECO Church

In 2003 this church began its Eco-Congregation programme and was given 3 awards over the next 15 years. In 2014 the premises were redeveloped with the aim of becoming more energy efficient and successfully reducing our carbon footprint. In summer 2019 we received the Gold Eco-Church award from A Rocha the first Methodist church in the UK to do so, and only the sixth church in the country of any denomination at that time.

Prepared by David Dumper, Church Treasurer – September 2022 4

ACCOUNTS for the Year End 31 August 2022

Structure, Governance and Management

The governing document for the church is the Deed of Union (1932) and Methodist Church Act (1976)

Detailed governance arrangements are outlined within the Constitutional Practice and Discipline of the Methodist Church by order of the annual conference (CPD).

Day to day management of the church is undertaken by the Church trustees along with the Minister.

The Trustees are appointed at the AGM of the church.

Trustee Training

A range of guidance produced by Methodist Connexion to support the effective running of the church and the role of Trustees is given to the Church Trustees at various meetings

Related Parties

The Church regarding its financial year ending 31 Aug 2022 was part of the South Warwickshire Methodist Circuit itself a part of the Birmingham District, also accountable to the Methodist Conference.

The internal organisations linked to this church during this past year are Wesleys (mother & toddlers); Holiday at Home/Contact the Elderly; and Knit, Stitch & Natter.

Risk Management

The major risks have been identified and recorded by the trustees with professional advice taken as required. A regular review process is undertaken and recorded. A separate working party met regularly to update Covid risk assessments with the intention of resuming worship services in line with government restrictions from August 2021, and the return of hirers from September 2021.

Income and Expenditure is monitored and compared with the approved annual budget on a half yearly basis to detect trends as part of the risk management process to avoid unforeseen calls on reserves.

Safeguarding

Every person has a value and dignity which comes directly from the creation of male and female in God’s own image and likeness. Christians see this potential as fulfilled by God’s re-creation of us in Christ. Among other things this implies a duty to value all people as bearing the image of God and therefore to protect them from harm.

Prepared by David Dumper, Church Treasurer – September 2022 5

ACCOUNTS for the Year End 31 August 2022

Methodist Connexional practice outlines commitment to the following principles:

the care and nurture of, and respectful pastoral ministry with, all children, young people and adults
the safeguarding and protection of all children, young people and adults when they are vulnerable

• the establishing of safe, caring communities which provide a loving environment where there is informed vigilance as to the dangers of abuse.

• We will carefully select and train all those with any responsibility within the Church, in line with Safer Recruitment principles, including the use of criminal records disclosures and registration with the relevant vetting and barring schemes.

• We will respond without delay to every complaint made which suggests that an adult, child or young person may have been harmed, cooperating with the police and local authority in any investigation.

We will seek to work with anyone who has suffered abuse, developing with them an appropriate ministry of informed pastoral care.
We will seek to challenge any abuse of power, especially by anyone in a position of trust.

• We will seek to offer pastoral care and support, including supervision and referral to the proper authorities, to any member of our church community known to have offended against a child, young person or vulnerable adult.

In all these principles we will follow legislation, guidance and recognised good practice

Stratford upon Avon Methodist Church commits itself to ensuring the implementation of Connexional Safeguarding Policy; government legislation, guidance and safe practice in the circuit and in the churches.

Stratford upon Avon Methodist Church commits itself to the provision of support, advice and training for lay and ordained people that will ensure people are clear and confident about their roles and responsibilities in safeguarding and promoting the welfare of children and adults who may be vulnerable.

Reserves Policy

The Reserves Policy for the Church is to hold a minimum sum equivalent to 6 months’ average expenditure. This should be sufficient to meet any unforeseen item of major expenditure on the church building and / or to be able to continue, in the short term, funding planned activities in the event of any inability to raise the full expenses including the assessment payable to the Circuit. Unfortunately, these past two years has seen the erosion of our reserves and we now hold the equivalent of less than 4 months expenditure.

Prepared by David Dumper, Church Treasurer – September 2022 6

ACCOUNTS for the Year End 31 August 2022

RECEIPTS & PAYMENTS ACCOUNT 2021/22 – STRATFORD UPON AVON METHODIST CHURCH

CHARITY Account	2022	2022	NOTES	2021	2021
Offertory and Tax Recoverable	43208		1, 3	33809
Interest and Investment Income	55			51
Lettings	28067		2	9433
Gifts, Donations, Legacies	170			4302
Grants & Fund Raising	7200		4	871
Energy Export	2383		5	2292
Missc Income	741			289
Insurance Claims	5197		12
Mission	348		6	3771
TOTAL RECEIPTS	87369			54818
Circuit Assessment		41136	7		41136
Repairs & Maintenance		9381	8		9942
Gas & Electricity		5369	9		2415
Insurance		2960			2669
Cleaning		10536	10		1021
Wesley Leader		3367			3217
Organist Fees		75			162
Office		8687	11		8556
Audit Fee		990			990
Missc Expenditure		2886			1463
Insurance Claims		7129	12
Mission		1548	6		3410
TOTAL PAYMENTS		94064			74981
NET RECEIPTS/PAYMENTS		-6695	13		-20163
	87369	87369		54818	54818
GENERAL Account Reserve
Balance brought forward	30889			51052
Net Incoming Resources	-6695		13	-20163
Balance carried forward	24194			30889

Prepared by David Dumper, Church Treasurer – September 2022 7

ACCOUNTS for the Year End 31 August 2022

BALANCE SHEET of STRATFORD UPON AVON METHODIST CHURCH 31 Aug 2022

	2022	Notes	2021
CHURCH FUNDS
General Account	£24,194		£30,889
Internal Organisations	£3,613	14	£3,584
TOTAL of LIQUID FUNDS	£27,807		£34,473
Church Building, Land, Contents	£3,400,775	15	£3,104,870
TOTAL	£3,428,582		£3,139,343
REPRESENTED BY
HSBC Current Account	£10,387		£2,188
Cash in Hand	£13		£45
Internal Organisations	£3,613		£3,584
CFB Deposit	£12,397		£27,259
TMCP 8366	£1,397		£1,397
TOTAL of LIQUID FUNDS	£27,807		£34,473
Church Building, Land, Contents	£3,400,775		£3,104,870
TOTAL	£3,428,582		£3,139,343

Prepared by David Dumper, Church Treasurer – September 2022 8

ACCOUNTS for the Year End 31 August 2022

INTERNAL ORGANISATIONS reporting to CHURCH COUNCIL year end 2022

	Opening	Receipts	Payments	Closing
	Balance			Balances
Wesleys	2251	1011	-1127	2135
Holiday At Home	733			733
Knit, Stitch & Natter	600	745	-600	745
Total	3584	1756	-1727	3613

Balances held in HSBC Current Account as at 31 Aug 2022

Wesleys	2135.12
Holiday At Home	733.13
Knit, Stitch & Natter	745.00
Total	3613.25

EXTERNAL ORGANISATIONS year end 2022

	Opening	Receipts	Payments	Closing
	Balance			Balances
Eco Project 2020/1	830		-830	0
Long Lartin Angel Tree		166	-166	0
Red Cross Ukraine
Appeal		126	-126	0
All We Can		482	-482	0
Christian Aid		362	-362	0
MHA		125	-125	0
Action For Children		329	-329	0
Total	830	1590	-2420	0

Prepared by David Dumper, Church Treasurer – September 2022 9

ACCOUNTS for the Year End 31 August 2022

NOTES to the ACCOUNTS

Our regular giving £36,607 a 10% increase upon the previous year, and reflects the gradual return to public worship since lockdown ended. Our thanks to the hard work put in by Graham Collins (Gift Aid Secretary) in obtaining our tax recovery
Letting income reflects the return of hirers. This is progress but we have some way to go to return to pre covid levels in excess of £41,000 per annum.
Giving included the £6,600 raised by our Gift Day last October.
This total includes Bazaar £1,040; Beetle Drive £112; Christmas Card £187; St Georges Day entertainment £420; Naples (Florida) Choir £227; Brunch £804; Wesleys £1,000; Books & Cards £202; Grant Stratford Town Trust £500 & Grant South Warwickshire Circuit for Audio Visual upgrade
Electricity sold to the grid is split Solar Panels £1,751 and Ground Source Heat Pump £632
Mission is no longer a separate account within the South Warwickshire Methodist Circuit so each individual church is now responsible for collection and payment of Mission funds. Expenditure last year – Heart of England Forest £830; Action for Children £329; Christian Aid £362; All We Can £482; MHA £125; Red Cross Ukraine Appeal £126; Angel Tree (Long Lartin) £166; Overseas Sponsorship (Tax rebate) £255, and Platinum Jubilee Tea £463
Our Circuit assessment for 2021/2022 remained at £41,136.
Only one item in excess of £1,000 was the upgrading of the Audio/Visual system of £1,063
Our Gas & Electric contracts were renewed with Good Energy Ltd as from 1 Jan 2020 for a two-year fixed term. Gas £2,810; Electricity £2,559. However, if we deduct the income from Energy Export (see note 5) the net cost of gas & electric is only £2,986. Good Energy extended our fixed rate by a further 8 months that’s the good news. From September 2022 we go onto a monthly variable rate and current estimate for the next twelve months is that our gas & electric spend will increase to £14,000.
Cleaning of the church premises is contracted to Goldhill Contracting Ltd with separate contract with Unit Sales Ltd for janitorial supplies
Office expenditure is split as follows - salary £6,364; photocopying £947; telephone/Wi-Fi £1,115, office expenses £261.
During the last year 4 insurance claims have been made. The first last October was for impact damage to car park wall caused by a third-party motorist. Repairs were agreed with Aviva (TP insurer) and a full recovery of £850 cost was successful.

Prepared by David Dumper, Church Treasurer – September 2022 10

ACCOUNTS for the Year End 31 August 2022

In Feb/Mar this year we suffered repeated break ins to the church and items were stolen. Our costs amounted to £6,279 and we were able to recover from Methodist Insurance £4,437 net of 3 excesses and improvements to the fabric.

General account shows an operating deficit of £6,620 reducing our reserve to £24,269
An Internal Organisation is defined by Connexion as being a group or organisation formed or set up by the Church Council. This money comes under the control of the Church Council, though it will sometimes be held in a separate bank account and be the responsibility of a different treasurer. These groups have their own officers appointed by the Church Council. Stratford Methodist Church acts as banker for some of these organisations as detailed on page 9. These monies are included in our reserves, and they belong to the Church not the internal organisation.
The building asset value of the Church premises is calculated from the insurance reinstatement cost of £3,365,918 (inclusive of organ) less 15% architects fees and removal of debris costs = £2,861,030. Contents £139,745. However, the current SORP rules applying to these accounts mandate that we now include the market value of our freehold land, which I calculated in 2016 to be £400,000.

Prepared by David Dumper, Church Treasurer – September 2022 11

ACCOUNTS for the Year End 31 August 2022

RESERVES POLICY of STRATFORD ON AVON METHODIST CHURCH

It is important to ensure sufficient reserves are available to enable the Church to achieve its aims of mission, but on the other hand, holding too much money in reserve can promote criticism and may well cause searching questions to be asked as to whether this Church as a charity is hoarding cash. As Trustees our reserves policy is based on a realistic assessment of our needs present and future. The following formula was adopted by Church Council at its October 2005 meeting.

Reserves are deemed to be those moneys, which are held in trust by the Church Council, but excluding Endowment Funds. This includes our Bank & CFB accounts plus all Model Trust Bequests, and Redevelopment monies held by our custodian trustees ‘Trustees for Methodist Church Purposes,’ which are not restricted.
[Minimum] Reserves should not fall below the equivalent of six months routine expenditure.

[Maximum] Reserves should not exceed the equivalent of six months routine expenditure plus the estimated shortfall between income and expenditure budgeted for the next three financial years plus amounts set aside to be spent in respect of building and development projects as declared under that section of the current schedule A.

The Reserves of Stratford on Avon Methodist Church at 31 August 2022 amounted to £27,807. No endowment or restricted funds are held. This figure includes £3,613 belonging to Internal Organisations.

Minimum Reserve as per formula is £42,733 see note
Maximum Reserve as per formula is £72,773 [42,773 + 30,000 operating loss]

Note to Reserves Policy

Minimum reserve is calculated by taking 50% of Charity account expenditure which for 2022 amounted to £85,546 excluding insurance claims (not regular expenditure). The proposed budget for the coming twelve months is difficult and subject to some hard decisions to be made by the trustees to maintain cash flow. The big unknown is energy costs currently estimated on September variable rate to increase our spend by an additional £9,000.

Our reserves will be further depleted, unless we see an increase in regular giving, letting income to pre Covid levels, or a reduction in our circuit assessment. All these factors cannot be accurately estimated. Excluding monies held by internal organisations our current reserve is at 56% of minimum required by said policy.

Prepared by David Dumper, Church Treasurer – September 2022 12

ACCOUNTS for the Year End 31 August 2022

TRUSTEES WHO MANAGE THE CHARITY (as at 1 Sep 2022)

Revd. Dr Iain Ballard Deacon Jane Mills Mr David Dumper Miss Brenda Birnie Mrs Penny Brain Mrs Sheila Brown Mr Graham Collins Mr Alan Cumming Revd. James Dobson Mrs Shirley Dumper Mrs Gillian Edwards Mr Stephen Farmery Mrs Kathleen Fraser Ms Janet Grant Mrs Evelyn Ho Dr Lim Ho Mr Michael Ledgard Mrs Janet Mee Mr David Loader Mr Malcolm Smith Mrs Susan Rimmer Mrs Elizabeth Walker

Chairperson & Superintendent Minister Minister Church Treasurer & Secretary Church Representative Church Steward Circuit Steward Resources Committee Secretary Church Representative Church Steward Property Steward Church Representative Property Steward Church Representative Church Steward Church Representative Church Representative Church Representative Church Representative Church Representative Communion Steward Church Steward Church Representative

Total number of TRUSTEES is 22

With the passing of our dear friend Margaret Smith the important office of Church Secretary remains vacant. Until a new trustee is appointed David Dumper, our treasurer, has taken on this role in order that we can sign important documents for banking, circuit and connexion.

OUR BANKERS

HSBC 13, Chapel Street, Stratford-upon-Avon, CV376ET CFB Central Finance Board of the Methodist Church, 9 Bonhill Street, London, EC2A 4PE TMCP Trustees for Methodist Church Purposes, Central Buildings, Oldham Street, Manchester, M1 1JQ

Prepared by David Dumper, Church Treasurer – September 2022 13

CHURCH RECEIPTS AND PAYMENTS ACCOUNTS THE METHODIST CHURCH STANDARD FORM OF ACCOUNTS STRATFORD UPON AVON METHODIST Church FOR THE YEAR ENDED 31 August 2022 Circult Circult no. 5112 Roglsterod Charlty - Charfty R•gl•tratlon numb•r If not a registered charty Her MaJ•sty• R•v•nu• and Customs Glft Ald numhr (The HMRC number is equivalent to a registered charity number in tems of evidence of charitable status and may be used to give to donors or grant funders wishing to See evidence of the organisation's chantable stalus. Methodist charities in England and Wales that are not register8d charities are excepted from registration under Ststutory In8tnJment 2014 No.242) 1152323 Minister= Rev Audre Sim on Church Stewards.. Rev James Dobson Janet Grant Susan Rimmer Penelope Brain Treasurer.. David Dumper Churth R and P 2015.xls 1 of5

ACCOUNTS FOR TrIE YEAR ENDED 31 AUGUST 2022 STRATFORD UPON AVON METHODIST Church Unrn•trietsd RMtriet•d Totsla th Fun Fund* ar Totsl• la•t yeor SECTION A a1 RECEIPTS Noto a2 Offerin s and Tax recovered Bank and CFB interest and Inv8Stmenl income 33 809 a3 55 55 51 a4 Lettin 28,067 16.039 87,369 9,433 11,525 54,818 as Other re¢eipls TOTAL RECEIPTS 16,039 87.369 1•7} SECTION 8 b1 PAYMENTS b2 Circuit As8e88mènl or Share b3 Donations b4 Re airs and Maintenance Ulililie$ Iln$uran¢e$, water cha es, healin hlin b5 9.942 b6 27.259 830 b7 Other payments TOTAL PAYMENTS 830 18,819 74,981 b8 Ib91 SECTION C NET RECEIPTSIPAYMENTS c1 a648 Total fund$ brought forward last year ¢6 c3 Sub toLg1 ¢1+¢2 Transfers and ad. ustments c7 TOTAL FUNDS AT END OF YEAR (c3+c4) 24.194 24.194 Ic81 30,889 (¢6) SECTION D FOR INFORMATION ONLY: MONEY RECEIVED AND PASSED ON TO EKfERNAL ORGANISATIONS {th•80 amounts ar• not to b• In¢lud•d In totsl rKo1 •ntsfi r•• abovo d1 Balance brou ht ft)rwaTd from last 830 d2 Offerin 8IGrft$ - re¢eived for extemal o nisathS 2,840 d3 OfferingslGifts - passed lo extemal oryjanisattons 2,420 2.010 BALANCE STILL TO BE PAID {d1+d2413 830 Church Rand P2015 xL% 2of5

RATFORD UPON AVON METHODIchw¢h SECTION E INTERt4AL Hol 733 7&7 03 Kntt Jth¢h& 746 74S e5 ¢7 n11¢nI lunoi •1 2-tot•l• colufflnl l¢n ey CHURCH 89.125 34,473 cnL tyl a • TOT•L llECp7S TOTAL PAY¥Ewfd SECTION F CL081NO CMLYtCH-CA8M FUIWJJ MIL04t 31 C••h In hltsj 13 B• f4 ¢aitr•l FinvK• •rd 1.X17 1.397 otw I• 8UB TOTAL. Churth4e¢w 194 b&Lgnc•toial ffrth at#MI {•12) 012 TOTAL CASH FUMD8 trLD eYCHLV4CH 31 W12022 Land & Bul 125.011 138.745 Lo8n f4 thduOO Fundsw aitr Central Fn8rK ISCth•thRJPJJb

Name of ChurGh .. Str•rford upon Avon M•thodi•t Church Declarations and Scrutiny I confirm that these Receipt and Payment based accounts for the year to 31 August 2022 have been prepared from the records of the Church and that they indude all funds under the control of the Church trustees. Signature of treasurer l £c£< Name and address of treasurer ....... Davld Dumper. 99 Road. Stratlord upon Avon Post Code....... cv37 9QB Presentatlon to the Church trust• I confirm that the annual report and accounts for the year ended 31 August 2022 werefviill be" presented to the meeting of the Church trustees held on . Signature of the Chair of the meeting Nam8 of lh8 Chair of th8 meeting kL IAIA Independent Examlner's Report to tho Trustses of tho Stratford upon Avon Methodlst Church Charlty Numbor . 1152323 Rosponslbilitlos and basis of rnport I report to the trustees on my examination of the accounts of the Stratford upon Avon Methodist Church for the year ended 31 August 2022 set oul on pages 2 to 3 As the Church's trustees, you are responsible for the preparation of the accounts in accordance vthh the requirements of the Charities Act 2011 {'the Act,). I report in respect of my examination of the Church's accounts carried out under section 145 of the Act and, in carrying out my examination. I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act. 2015 churth R and P Als 4d5

Name of Church .. Slratford upon Avon Methodist Churth Indepondent Examln•r's Statement I have Completed my examination. I confinn that no material matters have come to my attention in connection with the examination (other than that disclosed below") which gNe me cause to believe that in, any material respect.. the accounting records were not kept in accordance with section 130 of the Act: or the accounts do not accord with the accounting records. [the [the 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. I hahave not. obtained independent verification of all investments with the Trustees for Methodist Church Purposes or held in other trusts, bank balances and funds at the Central Finance Board of the Methodist Church which are individually in excess of £10,000 (ten thousand pounds) at the balance sheet date. Signature of independent examiner Name of independent examiner Relevant professional qualification of independent examiner Name of fimi (where appropriate) Address LF: Afvl I W.ry.Tro IP 16Tr fvIAf (H 2023 Post Code ev gvz Date delete or circle as appropriate Sep-22 2015 churth R 8ThJ P Jts Sof5

2022-08-31-accounts

STRATFORD ON AVON METHODIST CHURCH

ANNUAL REPORT

And

FINANCIAL STATEMENTS (Receipts & Payments)

Year ending 31 AUGUST 2022

TRUSTEES ANNUAL REPORT for year ended 31 August 2022

Introduction

Mission Statement

Review of the year

Income Trends

Expenditure Trends

Fund balances

Plans for 2022/23

Trustee’s Annual Report on Finance and Governance

Basis of preparation and legal framework

Full Name of Charity: Stratford upon Avon Methodist Church

Investment Bankers

Aims and organisation

Activities of the Charity

Public Benefit

ECO Church

Structure, Governance and Management

Trustee Training

Related Parties

Risk Management

Safeguarding

Reserves Policy

RECEIPTS & PAYMENTS ACCOUNT 2021/22 – STRATFORD UPON AVON METHODIST CHURCH

BALANCE SHEET of STRATFORD UPON AVON METHODIST CHURCH 31 Aug 2022

INTERNAL ORGANISATIONS reporting to CHURCH COUNCIL year end 2022

EXTERNAL ORGANISATIONS year end 2022

NOTES to the ACCOUNTS

RESERVES POLICY of STRATFORD ON AVON METHODIST CHURCH

Note to Reserves Policy

TRUSTEES WHO MANAGE THE CHARITY (as at 1 Sep 2022)

Total number of TRUSTEES is 22

OUR BANKERS