## **Trustees' Annual Report for the period** Period start date Period end date Day Month Year Day Month Year **From 01 April 2020 To 31 March 2021** ## Section A Reference and administration details **Charity name** Waverton Evangelical Fellowship - CIO **Other names charity is known by** WEF **Registered charity number (if any)** 1157948 **Charity's principal address** Eggbridge Lane Waverton Chester **Postcode CH3 7PE** ## **Names of the charity trustees who manage the charity** |1
2
3
4
5
6
7
8
9|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year**|**Name of person (or body) entitled to**
**appoint trustee (ifany)**| |---|---|---|---|---| ||Robin Gerrard|Pastor / Chairman||| ||Ron McCaig|||| ||Paul McCabe|||| ||Judith Edwards||To 31/1/21|| ||Graham Frost||To 26/2/21|| ||Kate Tabb|||| |||||| |||||| |||||| ## **Names of the trustees for the charity, if any, (for example, any custodian trustees)** **Name Dates acted if not for whole year** ## **Names and addresses of advisers (Optional information)** |**Names and addresses of advisers (Optional information)**|**Names and addresses of advisers (Optional information)**|**Names and addresses of advisers (Optional information)**| |---|---|---| |**Type of adviser**
**Name**
**Address**||| |**Bankers**|CAF Bank
HSBC

|25 Kings Hill Ave, Kings Hill, West Malling, Kent ME19 4JQ
47 Eastgate Street, Chester, CH1 1XW| |**Independent Examiner**|G Mattocks FCA

|Mattocks Grindley Chartered Accountants, 18 Mulberry
Avenue, Turnstone Park, Widnes, Cheshire, WA8 0WN| ## **Name of chief executive or names of senior staff members (Optional information)** **TAR** March **2012** 1 **Section B Structure, governance and management** ## **Description of the charity’s trusts** Type of governing document > [Constitution ] - (eg. trust deed, constitution) How the charity is constituted > [Association, CIO ] - (eg. trust, association, company) Trustee selection methods > [Elected by Membership ] - (eg. appointed by, elected by) ## **Additional governance issues (Optional information)** You **may choose** to include additional information, where relevant, about: - policies and procedures adopted for the induction and training of trustees; WEF is a church which is a Charitable Incorporated Organisation governed by its constitution. In accordance with the constitution the trustees (Church Council) consist of the Pastor and up to six other trustees elected by the members of the church for a three-year term. The Pastor is a paid full-time employee of WEF. - the charity’s organisational structure and any wider network with which the charity works; - relationship with any related parties; - trustees’ consideration of major risks and the system and procedures to manage them. ## **Section C Objectives and activities** The Objects of the Church are, for the public benefit: **Summary of the objects of the charity set out in its governing document** 1. To worship God and to advance the Christian faith in accordance with the Statement of Beliefs in such ways and in such parts of the United Kingdom or the world as the Council from time to time may think fit; and -  To relieve sickness and financial hardship and to promote and preserve good health by the provision of funds, goods or services of any kind, including through the provision of counselling and support in such parts of the United Kingdom or the world as the Council from time to time may think fit. **TAR** March **2012** 2 **Summary of the main** These objects are achieved by: **activities undertaken for the public benefit in relation to** For the period 1[st] April 2020 to 28[th] Feb 2021, paying due regard and in full **these objects (include within** compliance with Covid-19 restrictions: **this section the statutory declaration that trustees have** Holding public services of worship on Sundays to which members of the public **had regard to the guidance** have an open invitation to attend. Often, at the end of the services, prayer or **issued by the Charity** counseling is available to those who would like it. During the Sunday morning **Commission on public** service separate activities are held for children and young people up to the **benefit)** age of 16 which provide Christian teaching appropriate to their age. During periods of lockdown, services of worship were either pre-recorded or livestreamed without a congregation and posted on our publicly accessible YouTube channel. There are a number of small groups that meet regularly to study the bible together and to encourage one another in the Christian faith. These were held using a variety of on-line meeting platforms and assistance was given to those who were unfamiliar with technology. The Church supports a number of Christian mission agencies and missionaries, and also supports relief agencies such as the charities Stand by Me and Tear Fund. The Church Council have considered the Charity Commission’s guidance on public benefit (including the specific guidance on charities for the advancement of religion) in planning the future activities of the church. With the temporary easing of COVID restrictions, a live Christmas service was held with all social distancing rules in place. There was an outdoor carol service to which many members of the community came, ## **Additional details of objectives and activities (Optional information)** You **may choose** to include further statements, where relevant, about: - policy on grant making; - policy programme related investment; Plans are in place to open the building to congregational worship with reduced seating to accommodate social distancing, additional cleaning and sanitising stations and the absence of gathering for refreshments. These will be live streamed for those who are unable to join in person. Children’s content will continue to be recorded and broadcast as part of the livestream. - contribution made by volunteers. ## Section D Achievements and performance **TAR** March **2012** 3 Section D Achievements and erformance p **Summary of the main achievements of the charity during the year** As a church we have adhered to the applicable COVID restrictions to the letter. As a result, many, and at times all of our in-person meetings have been suspended. We continuously offered a weekly on-line worship service via a dedicated YouTube channel and since commencement of restrictions there has been a service produced every week without fail. Smaller group meetings were held via Zoom or Google meet and support was given to any members who were unfamiliar with information technology. We have continued to operate a community help line where a mobile phone number, monitored by volunteers from the church, was made aware to the whole community. We sought to offer practical, emotional and spiritual support to anyone, regardless of affiliation to church, who was struggling in any way as a result of the COVID pandemic. A concerted effort was made to maintain contact with those linked to the church either by regular phone calls or, where appropriate, socially distanced doorstep visits. Donations to the various mission and development organisations we support were maintained throughout the period. Comprehensive plans were drawn up for the safe opening of the building to public gathering with due adherence to the guidance and restrictions at any given time. **TAR** March **2012** 4 Section E Financial review Brlef sLthment of the charlty's pollcy on reserves It is the policy of the (*arity to maintsin unrèstricted fvnds. whith are th8 free reserves of the charity, at a level which provides SLrficient funds to enable the charity to; achieve its objectives. in particular meeting its regular oommitrnents, and to continue in operats'on. If required the Trustees and members take n*asures to address any speufic funding requir8m6nts or negative trend in longer tenn funding. Detalls of any fund8 materially In deflclt Further finandal r•vlow dets118 Ioptlonal Inforniatlon) You may choose to include additional infomiation. where The prirtipal source of funding is regular gifts to the church. mainly recéived rolevant about.. from membets and regular worshippers. The gifts have proved surricient to the charity's principal pay the salaries of the church's employees (Pastor. Children's & Families Worker), pay séNtilutillties bills, maintain the church owned bulldings, sourcts of funds (Ind￿[￿j I support the various activibes undertaken by the church and make gifts for any fundraising). reli8f and mission wor how expendlture has supported the key objectives of the charity. inveslment policy and objectives including any ethical investment Fdi adopted. Section F Other optional information Section G Declaration The trustoeg deelare that they have approved the trustees. report above. Slgned on behalf of the ¢harW8 trustoes signa￿re(S) Robin Gerrard Kathryn Tabb Full naTh($ obin Gerrard thryn Tabb Position (ag S8crn*. Chair rustee, Pastor. TAR March 2012 **CC16a** **Charity Name No (if any) Waverton Evangelical Fellowship – CIO 1157948 Receipts and payments accounts For the period** Period start date Period end date **To from** 01/04/20 31/03/21 ## **Section A Receipts and payments** **----- Start of picture text -----**
Unrestricted Restricted Endowment
Total funds Last year
funds funds funds
to the nearest £ to the nearest £ to the nearest £ to the nearest £ to the nearest £
A1 Receipts
Gifts and Offerings 88,232 2,040 - 90,272 100,929
Income Tax Repayments 20,809 - - 20,809 23,449
Payments for Church Use 55 - - 55 3,561
Misc Income 380 - 380 159
Interest 321 - - 321 132
Mission - 220 - 220 -
Relief Aid - - - - 773
Events/Conferences 440 - - 440 6,026
Cafe - - - - 1,451
Tuck Shop 124 - - 124 255
Building Project - - - - 320
Traidcraft 214 - - 214 151
Sub total (Gross income for AR) 110,575 2,260 - 112,835 137,205
A2 Asset and investment sales, (see
table).
Sale of share in 58 Ringway 31,667 - - 31,667 -
- - - - -
Sub total [ 31,667 ] - - 31,667 -
Total receipts 142,242 2,260 - 144,502 137,205
A3 Payments
1,0 Church Outreach & Community Activities 778 - - 778 8,290
2,0 Growth & Pastoral Activities 1,604 - - 1,604 2,501
3,0 Training and Resources 749 - - 749 2,208
4,0 Employees 66,137 2,040 - 68,177 98,867
5,0 Buildings Bills and Upkeep 10,235 - - 10,235 14,349
6,0 Support Costs 6,675 - - 6,675 7,583
Christian Mission Support 10,410 - - 10,410 12,310
Relief Aid 2,601 2,104 - 4,705 925
Events/Conferences 440 - - 440 5,486
Cafe 18 - - 18 1,806
Tuck Shop - - - - 196
Building Project - - - - 320
Traidcraft 151 - - 151 195
Sub total 99,799 4,144 - 103,943 155,036
A4 Asset and investment purchases, (see
table)
- - - -
- - - -
Sub total [ - ] - - - -
Total payments 99,799 4,144 - 103,943 155,036
Net of receipts/(payments) 42,443 - 1,884 - 40,559 - 17,831
A5 Transfers between funds - 240 240 - - -
A6 Cash funds last year end 35,901 2,167 - 38,068 55,899
Cash funds this year end 78,103 523 - 78,627 38,068
**----- End of picture text -----**
``` 6 ``` ## **Section B Statement of assets and liabilities at the end of the period** |**Categories**
Signed by one or two trustees on behalf of all the
trustees
**B5 Liabilities**
**B4 Assets retained for the charity’s**
**own use**
**B3 Investment assets**
**B2 Other monetary assets**
**B1 Cash funds**|Signature
**Details**
**Details**
Church Building, Eggbridge Ln, Waverton
Ravenscar, Moor Lane, Waverton
Church contents
**Details**
(agree balances with receipts and payments
account(s))
**Details**
CAF Bank Account No 1
CAF Bank Account Gold
Shawbrook Bank 60 day notice Account
HSBC
**_Total cash funds_**
**Details**|**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**21,804**
**23**
**4,017**
**-**
**50,681**
**-**
**1,602**
**500**
**78,103**
**523**
OK
OK
**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**asset belongs**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**asset belongs**
**Cost (optional)**
General
**-**
General
**-**
General
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**liability relates**
**Amount due**
**(optional)**
**-**
**-**
**-**
**-**
**-**
Print Name|**Endowment**
**funds**
**to nearest £**
**-**
**-**
**-**| |---|---|---|---| ||||**-**| ||||OK| ||||**Endowment**
**funds**
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**Current value**
**(optional)**
**-**
**-**
**-**
**-**
**-**
**Current value**
**(optional)**
**250,000**
**300,000**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**When due (optional)**
Date of approval| ``` 7 ``` ## **Section C Notes on accounts** ## **C1 Movements of general and restricted funds** ||**Bal 1st Apr 2019**|**Bal 1st Apr 2019**|**Receipts**||**Payments**|**Transfers**||**Bal 31st Mar 2020**|**Bal 31st Mar 2020**|**Bal 31st Mar 2020**| |---|---|---|---|---|---|---|---|---|---|---| |**Unrestricted Funds**||**35,901**|**142,242**||**99,799**||**-240**|||**78,103**| |**Restricted Funds**||||||||||| |C&F Worker||0|2,040||2,040|||||0| |Mission (Restr)||500||0|0|||||500| |Romania Relief Aid||41||0|18|||||23| |Stand by Me||0||220|460||240|||0| |TEAR Fund||24||0|24|||||0| |Youth Missions||1,602||0|1,602|||||0| |**_Total Restricted_**||**2,167**|**2,260**||**4,144**||**240**|||**523**| |**Total Funds**||**38,068**|**144,502**||**103,943**||**-**|||**78,627**| ``` 8 ``` CHARITY COMMISSION FOR ENGLAND AND WALES Independent examlner's roport on the account8 Section A Iiidependeiit Exanii ner s Report Charfly Wavarton Evaryelk¥l Fell(M8hlp- CIO nMmb•rn of 31 March 2021 Charlty no (11 any) 1157948 •ndod I T8￿rt to the truslo88 on my ex8mlnaOon ofthe acmunts of th8 abova thartty Cth• Truln for year ended 3,1 D'g 2ffj4. RMpon•lblllllM •nd AB th? d￿rIty tru8tee8 of the TrusL you are re8PM8lble for ts prgparalon bA•l• al r•port of the a￿OUnts In accudanrx vlth th8 requlrements of the Charlts8 A tr• 2011 fthè Acy). I rnFK>rt In r•spgL* of my •xarnlnatlon of th• Tru8Vs accounts carrled o under seth 145 of the 2011 Act arKI In ￿ryIng out my •xamlnatlon, I have followed the appllcable Dlrectlons glven by the Charlty Comml881on under 88cthn 145(SXb) of the A Ind•pondenl I have cornpletad ry examlnallon. I confirm thet no materlal rnattern hava oxamln*s statomont come to my attention (other than that di8cIoBed below.) In connectlon wlth the examination whtch gives me cause to beliove that In, any material re8P8Ct: accountirvJ nol kept In acoJrdance wlth 8ectlon 130 of the Act or the accounts do not acwrd wlth the aowuntlng recordB I havg no ¢onc6rn8 and ¢oma acro88 no oth8r mattor8 In connectlon wlth tha 6xamlnatlon to whlch attantlon SI￿Uld ba drawn In order to enab proper undarBtandlng of the accounts to be reached. ' Plea88 delete the KYd8 in the brackets rfthey d) not a￿. 81gn•d: liz G. Matt(xk8 R•l•varrt wof•••lonal qual1llcatl(￿(¥> or body (11 any): FCA AddrM•: matt0￿8 Grlndley Chartered AcC￿ntants 18 Mulbwry Avenue. Tum8tone Buslrms ParK Wldnes. c￿hIre. WA8 OWN IER Octob•r 2018 Section B Disclosure Only (xjmplete If the exarnlner nead8 to hlghlight malter8 of concam (8ee CC32, IrKlependent examlnatkln of charity aC￿)Unt8. dlrection8 and guklance for •xaminor8). Glv• h•r• Ixlthl d•tall• rf any It•m• thot th• •xamln•r wl8h•• to dl•clou. IER Octobor 2018