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2024-03-31-accounts

JUBILEE CHURCH SOLIHULL

FINANCIAL STATEMENTS FOR THE YEAR ENDED

31[st] MARCH 2024

CHARITY REGISTRATION No: 1157124 COMPANY REGISTRATION No: 08991495

Jubilee Church Solihull Year ended 31 March 2024

CONTENTS

Page
Legal & Administrative Information 2
Trustees Report
3 - 7
Independent Examiners Report 8 - 9
Statement of Financial Activities 10 - 11
Balance Sheet 12
Notes to the Financial Statements 13 - 17

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Jubilee Church Solihull Year ended 31 March 2024

REFERENCE AND ADMINISTRATIVE DETAILS OF THE COMPANY, ITS TRUSTEES AND ADVISERS

Charity Registration Number 1157124
Company Registration Number 08991495
Start of Financial Period 1st April 2023
End of Financial Period 31st March 2024
Trustees / Directors at 30th September 2024 Robert Davey
Stephen Mennear
Richard Floy
Paul Plagerson
Paul Robertson (Appointed 17th September
2023)
Steve Hooper (Appointed 17th September
2023)
Registered Office 677a Warwick Road
Solihull
B91 3DA
Primary Bankers The Cooperative Bank plc
PO Box 250, Delf House, Southway,
Skelmersdale, WN8 6WT
Independent Examiners Burgis & Bullock
23-25 Waterloo Place, Warwick Street,
Leamington Spa, CV32 5LA

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Jubilee Church Solihull Year ended 31 March 2024

TRUSTEES REPORT OBJECTIVES AND ACTIVITIES

Summary of the Purposes of the charity as set out in the governing document

The charitable objectives of Jubilee Church Solihull are:

Jubilee Church Solihull derives its name and purpose from a chapter in the Bible; Isaiah 61, with the year of the Lord s favour being his Jubilee.

'The Spirit of the Lord God is upon me, because the Lord has anointed me to bring good news to the poor; he has sent me to bind up the broken hearted, to proclaim liberty to the captives, and the opening of the prison to those who are bound; to proclaim the year of the Lord's favour, and the day of vengeance of our God; to comfort all who mourn; to grant to those who mourn in Zion to give them a beautiful headdress instead of ashes, the oil of gladness instead of mourning, the garment of

Aims

To enjoy and proclaim the year of the Lord s favour.

To make disciples - we want to become more like Jesus and teach and show others to do likewise. To plant Churches - in both the local area and overseas

To reach other nations - we are part a worldwide family of Churches. We are committed to supporting other Churches which are part of this network.

Summary of the main activities undertaken in relation to these purposes

Jubilee Church Solihull holds weekly meetings on a Sunday. There are dedicated children's and youth groups for 0 to 18 years. The majority of people within Jubilee are part of a small group. These small groups are designed to provide a context for community in the Church where people can get to know each other better. We consider this to be more and more important as the Church grows.

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Jubilee Church Solihull Year ended 31 March 2024

Jubilee Church is a connection point for leaders of other churches in our local area with whom we are connected. The vision is for pastors and leaders to meet together regularly for support, encouragement, collaboration and training.

Public benefit

We have referred to the Charity Commission's general guidance on public benefit when reviewing our aims and objectives and in planning our future activities.

Jubilee Community Projects Trust

The mission statement for the Storehouse is providing good quality second-hand clothing for babies and children up to the age of eighteen, to -24, The Storehouse has continued to be a well-used resource. Confidentiality is an integral key to the successful operation of the Storehouse and families are treated with honour and respect. The Storehouse Manager, Storehouse Administrator and a team of volunteers ensure its smooth operation. The volunteers are a highly committed team who work tirelessly both with families and behind the scenes to ensure items offered are of good quality. The Storehouse continues to build positive links with the agencies who refer the families.

beyond Solihull into neighbouring Warwickshire, Coventry and Birmingham.

Organisational Structure

The Trustees meet regularly and have responsibility for the general, legal and fiscal oversight of the charity.

The day to day work of the Trust is delegated to the church leaders both paid and voluntary. This work is led by Rob Davey (Elder) who oversees day to day operations of the church, and the midweek Church groups which meet in the community.

The Church is part of the Catalyst Network of Churches. The Church leaders meet regularly with other leaders from the network both in the UK and overseas. The Catalyst Network of Churches is part of the Newfrontiers International family of Churches.

ACHIEVEMENTS AND PERFORMANCE

Summary of main achievements during the year

Our Life local schools assemblies has grown developing stronger links across the Solihull borough. Our membership has also grown this year.

We continue to be involved in leading an international online prophetic school called Amplify for churches with whom we have relationship. We have also been providing online and telephone support for church leaders connected to the Solihull and Bedford hubs with which we are connected.

able to serve a record number of families and we have also attracted funding from businesses,

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Jubilee Church Solihull Year ended 31 March 2024

charities and individuals in the region with a view to making the Storehouse self-sustaining in the future.

In January we hosted a Quiz Night which was open to the community and was well attended with requests from attendees to do this again. This was a high quality event and was great for building bridges into the community and across the church.

Midlands to work together in growing and planting more churches. Around 150 people attended the conference and from the feedback we received decided to do another conference in 2024.

Our youth programme included attendance of Oasis Camp in August with other church youth groups joining in and outside speakers bringing teaching and encouragement.

In October we signed a yearly contract for a new Sunday meeting place with Solihull Prep School which is in the middle of the town and is working very well for us. Our visitor numbers have gone up, parking is good, and the school are also able to provide us with a little storage space.

On the 31[st] March 2024, we were excited to baptise 5 new believers who shared testimonies with the church about how Jesus had made a difference in their lives. Reason for celebration indeed!

FINANCIAL REVIEW

Review o

Financial Review

Total income for the year to 31[st] March 2024 was £243,822. This is an increase of £8,240 (3.5% increase compared to the year ending 31[st] March 2023) and is largely due to increased donations for the Storehouse as we seek to obtain more regular funding to support the growing work in this area.

The expenditure for the year increased by £18,704 as a result of increasing employment hours for the Storehouse provision. This has resulted in a positive Net income for the year to 31[st] March 2024 of £3,808 (2023: £14,273).

Reserves Policy

Jubilee Church aims to hold the equivalent of three months expenditure as general reserves as a minimum.

Unrestricted reserves are £214,799 (2023: £210,719) this represents 8.6 months of current budgeted expenditure.

Restricted reserves are £112 (2023: £384)

STRUCTURE, GOVERNANCE AND MANAGEMENT

Constitution

The organisation is a company limited by guarantee, incorporated on 10th April 2014. The organisation was established under a constitution which outlines the objects and powers of the organisation and is registered as a charity (charity number 1157124).

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Jubilee Church Solihull Year ended 31 March 2024

Trustee Appointment, Induction and Training.

The Trustees, who are also the directors for the purposes of company law, and who served during the year and up to the date of signature of the financial statements were: Robert Davey Steve Mennear Richard Floy Paul Plagerson Paul Robertson Steve Hooper

Trustees are required to agree with the Church's statement of faith. Trustee induction includes a briefing with the Chair of Trustees and one of the Elders on the role of Trustees. It also includes the provision and review of the charity commission material on the role of the trustee. The need for further Trustee training is kept under review by the Chair of Trustees.

Risk Management

The Trustees have established a system of risk management that considers both the strategic and operational risks to the charity. Action plans have been put in place to manage key risks and there are documented risk assessments for all key areas of Church activities including working with children and health and safety issues.

Future Plans

We are working hard on building teams across the church to help expand our work. We are looking to train leaders and develop people throughout the church.

We remain committed to our community ministries and have seen considerable growth in our work entionally building connections with other agencies and networking with local authorities and businesses across our region.

We are building relationships with local schools serving our community with assemblies, mentoring programmes and support where invited. We are also partnering with a number of other churches in our locality to meet the needs of our youth.

We have taken several steps toward establishing a connection point within our sphere of churches and this will be a vehicle for caring for other churches and planting new communities and churches around the Midlands.

One of our key priorities continues to be finding a more permanent building for our services and office needs which has become more pressing and is an ongoing need for us over the last couple of years.

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Jubilee Church Solihull Year ended 31 March 2024

For the Period Ended 31[st] March 2024

Directors Responsibilities

These accounts are prepared in accordance with the provisions applicable to the companies subject to the small companies' regime.

We approve the attached statement of financial activities and balance sheet for the period ended 31[st] March 2024 and I confirm I have made available all information necessary for its preparation.

Signed on behalf of the Board

Richard Floy

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Jubilee Church Solihull Year ended 31 March 2024

Independent Examiners Report to the trustees of Jubilee Church Solihull

I report to the charity trustees on my examination of the accounts of the Charitable Company for the year ended 31 March 2024 which are set out on pages 10 to 17

Responsibilities and Basis of Report

As the charity trustees of the Charitable Company (and also its directors for the purposes of company law) you are responsible for the preparation of the accounts in accordance with the requirements of the Companies Act 2006 ("The 2006 Act").

Having satisfied myself that the accounts of the Charitable Company are not required to be audited under Part 16 of the 2006 Act and are eligible for independent examination, I report in respect of my examination of your Charitable Company's accounts as carried out under section 145 of the Charities Act 2011 ("the 2011 Act"). In carrying out my examination I have followed the Directions given by the Charity Commission under section 145(5)(b) of the 2011 Act.

Basis of Independent Examiners Statement

My examination was carried out in accordance with general Directions given by the Charity Commission. An examination includes a review of the accounting records kept by the Charitable Company 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 the 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 matters set out in the statement below.

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Jubilee Church Solihull Year ended 31 March 2024

Independent examiner's statement

I have completed my examination. I confirm that no 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 company as required by section 386 of the 2006 Act; or

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

  3. the accounts do not comply with the accounting requirements of section 396 of the 2006 matter considered as part of an independent examination; or

  4. the accounts have not been prepared in accordance with the methods and principles of the Statement of Recommended Practice for accounting and reporting by charities

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.

Signed : Date:

Independent examiner : Wende Hubbard FCCA

Burgis & Bullock Chartered Accountants 23-25 Waterloo Place Leamington Spa CV32 5LA

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Jubilee Church Solihull Year ended 31 March 2024

Current Financial Year

Statement of financial activities for period : 1st April 2023 - 31st March 2024

2023/24
2023/24
2023/24
Unrestricted
Restricted
Total
£
£
£
Incoming resources
Donations and legacies
(Note 2)
223,568
1,500
225,068
Income from charitable activities
(Note 3)
10,021
-
10,021
Government Grant Income
-
-
-
Other income
2,679
2,521
5,200
Interest
3,533
-
3,533
Total income
239,801
4,021
243,822
Expenditure
Expenditure on raising funds
1,049
-
1,049
Expenditure on charitable activities
(Note 4)
234,672
4,293
238,965
Total expenditure
235,721
4,293
240,014
Net income/ (expenditure)
4,080
( 272)
3,808
Funds brought forward at 01.04.23
210,719
384
211,103
Transfers between funds
-
-
-
Funds carried forward as at 31.03.24
214,799
112
214,911
2022/23
Total
£
214,918
19,742
-
35
887
235,582
1,023
220,287
221,310
14,272
196,831
-
211,103

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Jubilee Church Solihull Year ended 31 March 2024

Prior Financial Year

Statement of financial activities for period : 1st April 2022 - 31st March 2023

2022/23
2022/23
2022/23
Unrestricted
Restricted
Total
£
£
£
Incoming resources
Donations and legacies
(Note 2)
214,543
375
214,918
Income from charitable activities
(Note 3)
19,742
-
19,742
Government Grant Income
-
-
-
Other income
35
-
35
Interest
887
-
887
Total income
235,207
375
235,582
Expenditure
Expenditure on raising funds
1,023
-
1,023
Expenditure charitable activities
(Note 4)
219,171
1,116
220,287
Total expenditure
220,194
1,116
221,310
Net income / (expenditure)
15,013
( 741 )
14,272
Funds brought forward at 01.04.22
195,706
1,125
196,831
Transfers between funds
-
-
-
Funds carried forward as at 31.03.23
210,719
384
211,103
2021/22
Total
£
215,919
1,970
-
155
61
218,105
780
183,171
183,951
34,154
162,677
-
196,831

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Jubilee Church Solihull Year ended 31 March 2024

Balance sheet - as at 31.03.24

31.03.24
£
£
Fixed assets
(Note 9)
3,555
Current assets
Debtors
(Note 10)
9,302
Bank & cash
209,416
Total current assets
218,718
Current liabilities
Creditors
(Note 11)
7,362
Total current liabilities
( 7,362 )
Net current assets
211,356
Net assets
214,911
Reserves
Restricted reserves
112
Unrestricted reserves
214,799
Closing reserves
214,911
31.03.23
£
4,341
6,806
205,055
211,861
5,099
( 5,099 )
206,762
211,103
384
210,719
211,103

The Charitable Company is entitled to the exemption from the audit requirement contained in section 477 of the Companies Act 2006, for the year ended 31 March 2024. The members have not required the company to obtain an audit of its financial statements for the year in question in accordance with section 476.

The Trustees acknowledge their responsibilities for ensuring that the Charitable Company keeps accounting records which comply with section 386 of the Act and for preparing financial statements which give a true and fair view of the state of affairs of the company as at the end of the financial year and of its incoming resources and application of resources, including its income and expenditure, for the financial year in accordance with the requirements of sections 394 and 395 and which otherwise comply with the requirements of the Companies Act 2006 relating to financial statements, so far as applicable to the Charitable Company.

This report was approved by the trustees and signed on their behalf

R. Floy Trustee

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Jubilee Church Solihull Year ended 31 March 2024

Notes to the accounts

1. Accounting Policies

1.1 General Information

Jubilee Church Solihull Limited is a registered charity and a private company limited by guarantee incorporated in England and Wales. The registered office is 677a Warwick Road, Solihull, West Midlands, B91 3DA, United Kingdom.

1.2 Basis of preparation

a) These accounts have been prepared on an accruals basis and include income that has been received or is receivable at the end of the year

by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Charitable Company is a Public Benefit Entity as defined by FRS 102.

Individual items are recognised at cost or transaction value unless otherwise stated in the relevant note(s) to these accounts. The financial statements are presented in sterling which is the functional currency of the charity. Monetary amounts in these financial statements are rounded to the nearest £.

1.3 Going Concern

At the time of approving the financial statements, the Trustees have a reasonable expectation that the Charitable Company has adequate resources to continue in operational existence for the foreseeable future. Thus the Trustees continue to adopt the going concern basis of accounting in preparing the financial statements.

1.4 Donations and Legacies

Income includes giving from church members and the applicable gift aid.

1.5 Income from Charitable Activities

Income from Charitable activities includes one-off income arising from internal and external events including hosting of conferences and the church weekend away.

1.6 Other Income

Project Income comprises of funding received for the Children's Storehouse.

1.7 Expenditure on Charitable Activities

Expenditure on Charitable activities includes all expenditure for activity undertaken by the Charitable Company. The only exception is any Marketing expenditure which is included within the Expenditure on raising funds category. Liabilities are recognised as resources expended as soon as there is a legal or constructive obligation committing the Charitable Company to the expenditure.

All expenditure is accounted for on an accruals basis, classified under headings appropriate to the expenditure.

1.8 Funds

Unrestricted funds are donations and other income received for the objects of the Charitable Company without specificied purposes. Restricted funds are subject to specific conditions by donors as to how they may be used.

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Jubilee Church Solihull Year ended 31 March 2024

1.9 Financial Instruments

Jubilee Church Solihull Ltd has elected to apply the provisions of Section 11of FRS 102 'Basic Financial instruments' to all of its financial instruments. Financial instruments are recognised in Jubilee Church Solihull Ltd's balance sheet when Jubilee Church Solihull Ltd becomes party to the contractual provisions of the instrument.

1.10 Basic financial assets

Basic financial assets include debtors, prepayments, cash and bank balances. Cash at bank is represented by cash deposits with financial institutions. Debtors, prepayments, cash and bank balances are measured at transaction price including transaction costs.

1.11 Basic financial liabilities

Basic financial liabilities, are creditors and accruals which are measured at transaction price (cash or expected settlement amount).

1.12 Fixed assets

Items of capital expenditure below £500 are not capitalised.

Assets are originally valued at cost.

Depreciation is provided at the following annual rates in order to write off each asset over its estimated useful life. IT, audio-visual and office equipment 33% on cost

Fixtures and fittings 25% on cost

1.13 Taxation

The Charitable Company is exempt from taxation on its charitable activities.

1.14 Pension Scheme

The Charitable Company operates a third party defined contribution scheme. The pension charge is shown in note 7 to the accounts.

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Jubilee Church Solihull Year ended 31 March 2024

Notes to the accounts

Notes to the accounts
2. Donations and Legacies
Donated income : Regular giving
Gift aid
Project income - Grants
Project income - Donations
Total Donations and Legacies
3. Income from Charitable Activities
Events
2023/24
2023/24
2023/24
2022/23
Unrestricted
Restricted
Total
Total
£
£
£
£
170,438
1,000
171,438
168,388
41,380
-
41,380
41,907
-
-
-
375
11,750
500
12,250
4,248
223,568
1,500
225,068
214,918
6,070
-
6,070
4,801
Church Weekend Away 1,240
-
1,240
12,230
Hub Income
Gifts from External Speaking
Total Income from Charitable Activities
4. Expenditure on charitable activities
Salary & employment costs
Venue hire
Church activities
Church weekend
Conferences
Giving - Catalyst
Giving - Other
Depreciation
Other costs / project costs
Professional fees
Support costs
Total expenditure on charitable activities
2,521
-
2,521
550
190
-
190
2,161
10,021
-
10,021
19,742
150,461
150,461
133,003
21,370
21,370
18,179
14,835
2,409
17,244
13,240
2,700
2,700
13,741
2,511
2,511
2,194
13,738
13,738
10,135
4,223
4,223
3,851
2,193
2,193
1,982
8,977
884
9,861
7,702
13
13
663
13,651
1,000
14,651
15,597
234,672
4,293
238,965
220,287

5. Support costs

Support costs include related office running costs such as banking charges, stationery. All support costs are to facilitate the operations of the Charitable Company and so are allocated to the charitable activities. Within support costs is the payment for the Independent Examination of £420 (2023: £360).

6. Related party transactions

The Trust employs A. Davey (who is married to R.Davey) on a part time basis. R. Davey is not involved in setting the remuneration or benefits of any employees, and is not present at any trustee meeting agenda items where this is discussed.

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Jubilee Church Solihull Year ended 31 March 2024

7. Employees

==> picture [309 x 48] intentionally omitted <==

----- Start of picture text -----
2023/24 2022/23
Wages and Salaries 138,332 122,203
Social Security Costs 8,110 7,134
Pension Costs 4,019 3,666
Total 150,461 133,003
----- End of picture text -----

The average number of persons employed during the year was 5 (2022/23 - 4)

There were no employees whose annual remuneration was £60,000 or more.

Trustee's remuneration during the year was £53,293 (2022/23 £51,063) being the total remuneration package for one Trustee (R Davey) employed by Jubilee Church Solihull for services provided under employment contracts in accordance with the Trust's pay policy during the year.

Expenses for travel and subsistence were reimbursed to one trustee during the year totalling £3,096 (2022/23 £2,860). Trustee donations in the year totalled £26,840 (2022/23 £32,870)

Key management personnel are considered to be the Board of Trustees.

8. Funds

Restricted income of £4.0k in the year relates to grants given for use within the Children's Storehouse project (£0.5k), Solihull Hub (£2.5k) and a gift towards a leader's retreat (£1.0k).

All of this apart from £112 has been utilised on the purposes for which it was given within the year, along with the £0.4k opening balance.

Restricted Funds

The income funds of the Charitable Company include restricted funds comprising the following unexpended balances of donations and grants held on trust for specific purposes:

Children's Storehouse
Children's Storehouse
Leader's Retreat
Solihull Hub
Total
Balance at 1
April 2022
Incoming
resources
Resources
expended
Transfers
Balance at 31
March 2023
£
£
£
£
£
1,125
375
( 1,116 )
-
384
Balance at 1
April 2023
Incoming
resources
Resources
expended
Transfers
Balance at 31
March 2024
£
£
£
£
£
384
1,000
( 884 )
-
500
-
500
( 1,000 )
-
( 500 )
-
2,521
( 2,409 )
-
112
384
4,021
( 4,293 )
-
112
Movement in funds
Movement in funds

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Jubilee Church Solihull Year ended 31 March 2024

9. Fixed Assets

==> picture [426 x 320] intentionally omitted <==

----- Start of picture text -----
Office IT Fixtures and
equipment Audio Visual equipment Fittings Total
Cost
Opening Cost - 01.04.23 - 5,305 9,347 14,652
Additions - - 1,407 - 1,407
- - - - -
Disposals
Closing Cost -31.03.24 - - 6,712 9,347 16,059
Depreciation
Opening Depreciation - 01.04.23 - - 4,172 6,139 10,311
- - - - -
Disposals
Depreciation charge 901 1,292 2,193
Closing depreciation - 31.03.24 - - 5,073 7,431 12,504
NBV
Opening NBV - 01.04.23 - - 1,133 3,208 4,341
Closing NBV - 31.03.24 - - 1,639 1,916 3,555
10. Debtors
2023/24 2022/23
Prepayments 3,205 3,165
Gift Aid Debtor 6,097 3,641
Total 9,302 6,806
11. Creditors
2023/24 2022/23
Taxation, social security and pension payable 4,154 3,639
Other Creditors - -
Accruals 3,208 1,460
Total 7,362 5,099
----- End of picture text -----

12. Operating Lease Commitments

At the reporting end date the Charitable Company had outstanding commitments for future minimum lease payments under non-cancellable operating leases, which fall due as follows:

Within one year
Between 2-5 years
Total
2023/24
2022/23
6,258 10,062
- 6,258
6,258 16,320

The total operating lease expense for the year was £10,062 (2022/23: £10,062)

13. Public Benefit

The Charitable Company acknowledges its requirement to demonstrate clearly that it must have charitable purposes or aims that are for the public benefit. Details on how the Charitable Company has achieved this are provided in the trustee report. The trustees confirm that they have paid due regard to the Charity Commission guidance on public benefit before deciding which activities the Charitable Company should undertake.

14. Controlling Party

The Charitable Company is controlled by the board of trustees

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