.1 CHARITY COMMISSION FOR ENGLAND AND WALES Trustees, Annual Report for the period From: 1st Aprll 2023 Period start date To: 31st March 2024 Period end date Charlty name: Waverton Evangelical Fellowship Charity registration number: CIO 1157948 Objectives and Activities SORP rehr•nc• Summary ofthe purposes of the charity as set out in its goveming document r# 1.17 The Objects of the Church are, for the public benefft: 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 lime to time may think fit; and 2. To relieve sickness and financial hardship and to promote and preserne good health by the provision of funds, goods or services of any kind, inCludg through the provision of counselling and support in such parts of the United Kingdom or the worfd as the Council from time to time may think fit. Summary ofthe main activities in relation to those purposes for the public benefft, in particular. the activilies, projects or services identified in the accounts. Parn 1.17 and 1.19 These objects are achieved by: Holding public seNices of worship on Sundays to which members of the public have an open invilation to attend. Often, at the end of the services, prayer or counselling is aailable to those who would like it. During the Sunday moming seNice separate activities are held for children and young people up to Ihe age of 16 which provide Christian leaching appropriate to their age. Services of worship are often livestreamed and posted on our publidy accessible YouTube channel. Mid-week clubs were held on Monday, Wednesday & Thursday for children and young people. These activrties are open any who are of the appropriate age. A Toddlers group is held on a Thursday moming for children with an adult famity member or carer. This is led by members of the staff team and is open to anyone with a young child. There are a number of small groups that meet regularfy to study the Bible together and to encoura e one another in the Chrislian faith.
We sought to offer practical, emtional and spiritual support to anyone. regardless of affiliation to church. who needed it. At activities such as the café and Toddlers, conversational support has been provided for a rnnge of needs. Donations to the various mission and development organisations we support were maintained throughout the period. Summary ofthe main achievements of the charity, identifying the difference the charity's work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. P•ra 1.20 Addftional Inforniation (optional) You ma choose to include fijrther statements where relevant about: Achievements against objeth'ves set Para 1.41 Perfomiance of fundraising actiMties against objectives Para 1.41 Investment performance against objecb'ves Para 1.41 other
A cafe is held every Monday moming with free refreshments. Adults who have left a child at the local primary school come for a coffee before returning home and later in the moming around 20 older adults from the local communty regularfy attend. The Church supports a number of Christian mission agencies and missionaries, and also supports relief agencies such as the charities Stsnd by Me and Tear Fund. An outdoor carol servic£ was held with the other churches of the village to which other members of the community came. Slatement confirming whether the trustees have had regard to the guidance issued by the Charty Commission on ublic benefft PaTr 1.18 The Church Council has acted according to. and in line with, the Charlly Commission's guidance on public benefrt (including the specific guidance on charities for the advancement of religion) in planning the future activities of the church. Additlonal Inlornmtlon (optlonal) You ma choose to include fijrther statements where relevant about: SORP rol•f*nc• Para 1.38 Policy on grant making Par• 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by volunteers Other Achievements and Performance SORP r•f•renc•
Financial Review Review of the charity's financial position at the end of the riod statement explaining the policy for Ilding reserves stating why they are ld Para 1.21 As detailed in the tharity's annual R&P accounts showing a balance of £61,4¢A. Para 1.22 It is Ihe policy of the charily to maintain unrestricted funds, which are the free reserves of the charty, at a level that provides sufficient funds that enable charity to achieve its objectives and commitments. The treasurer provides a financial statement to the trustees at least every 3 months. If required the trustees and members take measures to address any specific funding requirements or negative income trend in longer term funding. Arnount of reser¥es held Reasons for holding zero reseprfes Details of fijnd materially in deficit planation of any uncertainties about the charity continuing as a going concern Para 1.22 Asat1 ril 2024 £59 756 Para 1.22 Parn 1.24 Para 1.23 Additlonal inforniation (optional) You ma choose to include fijrther statements where relevant about: Funding is principally provided through donations of its MberS The charity's principal sources of funds (including any fvndraising) Para 1.47 Investment policy and objectives including any social investment policy adopted Para 1.46 A description of the principal risks facing the charty Para 1.48 It is the policy of the Church to donate (tilhe) 10% of its income to good causes to promote the work of the Chri*ian faith in the UK and overseas Other
Structure, Governance and Management Description of charity's tfusts: Type of goveming document Para 1.25 Written constitution How is the charity constiluted? Para 1.25 cio Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees Para 1.25 By nomination from 2 members and voted upon at the AGM (or other general meetingl. Addltlonal Inforniatlon (optional) You ma choose to include fijrther statements where relevant about.. New trustees are provided wrth all the ielevant Charty Comrnission docjjmentation Policies and procedures adopted for the induction and training of trustees Para l.sl The trustees are also the Council members who collectivety have oNersight of the running of the charity. Some responsibilities are delegaled wilhin a documented proixdure. The charity's organisational structure and any wider network with which the charity works Para 1.51 None Relationship with any related parties Para 1.51 other Reference and Administrative details Charty name other name the thaiity uses Registered charity number Charity's principal address Waverton Evangelical Fellowship vEF 1157948 Eggbridge Lane. Waverton CHESTER CH3 7PE
Names of the charlty trustees who manage the charity Name of person (or Tru$lee name oirice (If any) Dates act•d Ir not for vtholo y•ar entitled appolnt truslee Ifan Russel Page Nigel Dibb Gareth Edwards Peter Assheton From 2wd June 2022 From 29th March 2023 From 29th March 2023 To 12 June 2024 Robin Gerrard To 15th September 2023 10 12 13 14 15 16 17 18 19 20 Co orate trustees - names of the directors al the date the re Dlrector name ortwasa roved Name of trustees holding title to propety belonging to the charity Trustee name Dates acted If not tor 01* ar
Funds held as custodian trustees on behalf of others Description of the assets held in this capacity None Name and objects of the chanty on whose behalf the assets are he and how this falls within the ojstodian charity's oty'ects Details of arrangements for safe cuslody and segregation of such assets from the charty's own assets Additional infornmtion (optlonal) Names and addresses of advisers (Optional inforniation) Type of Name Address adviser Name of chiof executive or names of senlor staff members (Optional inforniation) Exemptions from disclosure Reason for non41isclosure of ke ersonnel details Other o tional inforniation
Declarations The trustees declare that they have approved the trustees, rnport alyove. Signed on behalf of the ch s trustees Slgnaturelsl Full name(s) H6fH L1) IGE£ 0164 Positlon (eg Secretary. Chalr, etcl Trustee & Council Member Trustee & Council Member Date /o*-OG&ber 1024
(HARITY (OMMISSION FOR ENGIANO AND WAIES Waverton Evangdic FeHowship- CIO 1197#48 Recei tsand ments accounts CC16a For Ihe period 011{)4r22S To 31103r24 Section A Receipts and payments Unreslricted fvnds toth• nr95t£ Restrictqd knids Totsl funds last year toth• nr•tt A1 Roceios 124333 19M41 3A73 129m3 19N1 InL%Jme Tax Repa Grfl8forChurch Use Rentsl Misc InLLNTrP 4189 1.107 307 274 RdfGIts 2.714 1774 PAJikJlNJ enan Y(Arth Work Sub total(Gross income forAR} Asset and Invesfrrnnt sal•s, Isee tsblel. 181.857 Sub total rotal rncelpts 16&631 A3P• nts 1,OChurr Outreach & ComTrunAy 2,OChurth Grthvth & Pasttxal .OTrwninu and Reg)urtes 4,OEmplo> .OBuil(hnos Billsand Upkeep .0 &Jprth (%ts Christian Mtss'on SJr¢wJrt RelielGdts 1749 23,810 10a01 A05 lQ.3Ql 2273 12n Sub total 134A42 l643 137,016 1413 A4 Asset and inwstsrnnt purchas04 Is•e table LLYTr RepaYnnt Sub tot 141 Net 0frece1ptrfpaymtsj A6 Trnsfers b¢lween fd$ A6 Cash fvnds last year end 235 723 39.856 61A06 69,786 CCXX R1 a[ts (SS}
Section B Statement of assets and liabilities at the end of the period Unrestricted fund$ Restricted funds Endowment filnds to Thr•stE CIF BankArmwrt No I 11,177 C4F WkAr£ountGL4d B1 Cash fvnds 48J7> Total ¢ash fvnd8 59.756 g¢wll911 Unrestrfcted funds furKIs to nMr•5t£ tonear•stt co<010 Cartloffilj Bu1, Effjbrl& Ln. Wwton (Jur¢ &)ntents General B4 Assets retslned for the charltys own use Furttltowhlch Amourtdu• Wh•nduw BS Uabllllles Sjwd by or* orfv+D Inthss on behalof aNthe Intst Slgnature Prirt Name Date fapwo al IG¢£T/ /0 CCXX R2 accounts ISS)
Section C Notes on accounts C1 Movements of general and restrlcted fvnds B#1 1¥tAw2W23 R•¢•lpts B•1 31°Mor2W24 UnreSti1 Funds 36.132 158,302 J9.756 Reslrided Funds hildrens & Famlks Worker Mlsslon IRO> omania 23 23 hortTerm Loan and by YWO 235 1.660 Total Funds 39066 I,137 141086 61106 CCX< R3 acmutts (&8)
CHARITY COMMISSIO FOR ENGLAND AND WALE Independent examiner's report on the accounts Section A Independent Examiner's Report Report to the trusteesl members o Waverton Evangelical Fellowship - CIO On accounts for the year ended 31 March 2024 Charity no (If any) 1157948 Sat out on pages 1 to 11 report to the trustees on my examination of the financial statements of Waverton Evangelical Fellowship - CIO (Ihe charrty.) for the year ended 31 March 2024. Responsibilities and As the trustees of the company (and also its directors for the purposes of company law) you are basis of report responsible for the preparation of the financial ststements in accordan with the requirements of the ComDanies Act 2006 (Yhe 2006 Act,). Having satisfied myself that the accounts of the 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 the CharItS accounts as carried out under section 145 of the Charities Ad 2011 {Ihe 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. Independent I have completed my examination. I confimi that no matters have come to my attention in connection examinerfs statement with the examination giving me cause to believe: accounting records were not kept in respect of the Charty as required by section 386 of the 2006 Act., or the financial ststements do not accord with those records. or the financial statements do not comply with the accounting requirements of section 396 of the 2006 Act other than any requirement that the accounts give a Irue and fairf view which is not a matter considered as part of an independent examination" or the financial ststements have not been prepared in accordance with the methods and principles of the Statement of Recommended Practice for accounting and reporting by charities applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102). I have no concems 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: Name: G. Mattocks Relevant professlonal quallflcatlon(sl or body (rf any): FCA Address: Mattocks Grindley Chartered Accountants 18 Mulberry Avenue, Turnstone Business Park, Widnes, Cheshire. WA8 OWN
Section B Disclosure Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).