CHARITY COMMISSION FOR ENGLAND AND WALES Trustees, Annual Report for the period From: 1st April 2024 Period start date To: 31st March 2025 Period end date Charity name: Waverton Evangelical Fellowship Charity registration number: CIO 1157948 Objectives and Activities SORP reference Summary of the purposes of the charity as set out in its goveming document The Objects of the Church are, for the public benefit.. 1. To worship God and to advan the Christian faith in accordance with the Statement of Beliets 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 2. To relieve sickness and financial hardship and to promote and preserve good health by the provision of fvnds, 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. These objects are achieved by: Holding public services of worship on Sundays to which members of the public have an open invitation to attend. Typically, prayer or counselling is available to those who would like it at the end of these services. During the Sunday moming service separate activities are held for children and young people which provide Christian teaching appropriqte to their age. Services of worship are often livestreamed and posted on our publicly accessible YouTube channel. Several mid-week clubs are held for children and young people. These activities, run by church staff and volunteers are open any who are of the appropriate age. A Toddlers group is held for adultslcarers to bring their children along to for frsendship, socializing and play. There are a number of small fellowship groups that meet regularly to study the Bible together Para 1.17 Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. Para 1.17 and 1.19
and to encourage one another in the Christian faith. A cafe is held on Monday momings serving the local community. in particular, older adults from within the village and parentslguardians, who may have dropped off children at the local primary school. The Church supports a number of Christian mission agencies and missionaries, and also supports relief agencies such as the chartties Stand by Me and Tear Fund. The church engages and participates with other local churches or community groups for specific events such as an annual Holiday Club for children. The church building is also made available (for nominal payment to cover costs ) to various communty groups and local charities. The Trustees have acted according to, and in line with, the Charity Commission's guidance on public benefit (including the specific guidance on charities for the advancement of religion) in the churches ongoing activities and in planning future activities of the church. Staternent confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit Para 1.18 Additional information (optional) You ma choose to include further staternents where relevant about.. SORP reference Policy on grant making Par8 1.38 Policy on social investment including program related investment Para 1.38 Many of the activities of the church are run or supported by a significant number of church members and individuals on a voluntary basis. This contribution is highly valued. Contribution made by volunteers Para 1.38 Other
Financial Review Review of the charity's financial position at the end of the period The churches financial position is healthy. The level of unrestricted funds and regular donations are at a level which can meet the current and planned levels of expenditure to achieve the objectives of the church. As detailed in the charity's annual R&P accounts, the Unrestricted Funds have an end of year balance of £91,988. It is the policy of the charity to maintain unrestricted funds, which are the free reserves of the charity. at a level that provides sufficient funds that enable the charrty to achieve its immediate objectives and commitments and to continue in operation. The treasurer provides a financial statement to the Trustees regularly so current status and trends can be seen. If required the Trustees and membership will take measures to address any specific funding requirements or any negative income trend in longer term funding. A designated reserves fund has a balance of £10,000, overall unrestricted funds are at a healthy level, as noted above. NIA Para 1.21 Statement explaining the policy for holding reserves stating why they are held Para 1.22 Amount of reserves held Para 1.22 Reasons for holding zero reserves Para 1.22 Details of fund materially in deficit None, the level of reserves are in accordance wrth the reserves policy None Para 1.24 Explanation of any uncertainties about the charity continuing as a going concern Para 1.23 Additional information (optional) You ma choose to include further statements where relevant about". The charity's principal Funding is principally provided through sources of funds (including donations of its members. any fundraising) Para 1.47 Vvhere WEF has funds to invest it will look to mainstream investments with low to medium risk provided by an FCAIPRA regulated UK firm. Any investment shall also aim to be in accounts or funds whose ethics & values are in accordance with WEF'S stated beliets & values Investment policy and objectives including any social investment policy adopted Para 1.46 A description of the principal risks facing the charity Para 1.46 It is the policy of the Church to donate 100k of its income to the charitable activities of Christian Mission and Relief Organisations. Other
Achievements and Performance SORP referenee The weekly church services provide an uplifting and positive benefit to those attending both in the worship of God and the fellowship enjoyed by the attendees. The streamed services provide benefit to those unable to attend in person, particularly those who may be infirm or housebound. Through many of the various church activities over the year, the church has provided practical, emotional and spiritual support to those who wished to receive it, regardless of their own faith position. The various activities for children and young people has provided a safe, enjoyable environment for them to play and leam positive Christian principles and values. This year the church together with other local groups led or took part in; a children's holiday club, the Waverton Fete, a Christmas Pantomime, a village Christmas open air carol service, which significant numbers of the local communrty enjoyed. The church has made its facilities available for a number of community groups including Waverton Day Care Centre, a Ukulele group, Pilates group who all meet regularly and also for some local charities for fund raising events. The church has made donations to various mission and reliefldevelopment organisations providing benefit to many caught up in poverty and hardship. Summary of the main achievements of the charity, identifying the differen the charity's work has made to the circumstances of its beneficiaries and any wider beneffts to society as a whole. Para 1.20 Additional information loptional) You ma choose to include further statements where relevant about: Achievements against objectives set Para 1.41 Performance of fundraising activities against objeclives set Para 1.41 Investment performan against objectives Para 1.41 Other
Structure, Governance and Management Description of charity's trusts: Type of governing document (trust deed. royal charter) Written constitution Para 1.25 How is the charity constituted? (e.g unincorporated association, CIO Trustee selection methods including details of any constitLrtional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees cio Para 1.25 By nomination of a willing member of the church, by two other church members and then voted upon at the AGM (or other general meeting) according to the voting rules in the constitution. Para 1.25 Additional infomiation {optional) You ma choose to include further statements where relevant about.. New trustees are provided with a set of the Ch(Jrch's goveming documents, policies and procedures and made aware of the relevant Charity Commission guidan available on the Gov.UK website. Policies and prOdureS adopted for the induction and training of trustees Parn 1.51 The Trustees are also the Council members who collectively have oversight of the running of the charty. A Church "Congress. supports the Trustees in the day to day running and administration of the Church. Other specific activities may be delegated as the Trustees see fit. None The charity's organisational structure and any wider network with which the charity works Para 1.51 Relationship with any related parties Para 1.51 Other Reference and Administrative details Charity name Other name the charity uses Waverton Evangelical Fellowship WEF Registered charity number 1157948 Charity's principal addsS Eggbridge Lane, Waverton CHESTER CH3 7PE
Names of the charity trustees who manage the charity Name of person (or body) entitled Ttee name Office (if any) Dates acted if not for whole year appoint trustee Ifan Russel Page Nigel Dibb Gareth Edwards Peter Assheton To 12th June 2024 10 12 13 14 15 16 17 18 19 20 Cor rate trustees - names of the directors at the date the re ort was a Director name roved Name of trustees holding title to property belonging to the charity Trustee name Dates actèd rf not for wholè ear
Funds held as custodian trustees on behalf of others Description of the assets held in this capacity None Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity's objects Details of arrangements for safe custody and segregation of such assets from the charity's own assets Additional infonnation (optional) Names and addresses of advisers (Optional Inforniation) Type of Name Address adviser Name of chief executive or names of senior staff members (Optional inforniation) Exemptions from disclosure Reason for non4isclosure of ke rsonnel details Other o tional inforniation
Declarations The trustees declare that they have approved the trustees, report above. Signed on behalf of the charity's trustees Signature(s) Full name(s) r/A7GC Position (eg Secretary. Chair, etc) Trustee & Council Member Trustee & Council Member Date
(HARITY COMMISSION FOR ENGIAND AND WALES W#rton Evang•ll¢al F•llowshlp- CIO 1157948 Receipts and payments accounts CC16a For the period from 0110412024 3110312025 Section A Receipts and payments Unre$trict9d funds to the rtoarost£ Endowment funds to the ne8$t £ Restricted funds Total funds Last year tothe nearest£ to the ne8r88t£ to tho neartst£ A1 Receipts Gifts and Offerings Income Tax Repayments Gifts for Church Use 99.999 21,616 4,305 17,561 1,401 1,394 1,063 1.120 129,323 19,841 3,473 1,107 2,497 307 21,616 4,305 17,561 Rental Income Misc Income Inte$t 1.394 1,398 Relief and Mission Gits 335 345 Childrens & Youth Work 320 EVents1Confen 1,970 2.774 Cafe Building fvlaintenan 438 1.938 Sub total (Gross income forAR) 151,238 2,155 153,393 161,637 A2 Asset and investment sales. {$99 tsblol. Loan Received Sub total zza£ 2,000 151,238 2.155 153.393 163,637 A3 Payments 1,0 Churd) Outreach & Commun 2.0 Church Grthwth & Pastoral 2.912 5,410 959 2.912 5,410 959 3,702 2,690 3,0 Training and Resources 4,0 Employees 5,0 Buildings Bills and Upkeep 6,0 Support Costs Relief and Mission Gift5 53,283 21,327 10,748 21,6S3 53.283 21,327 10.748 82,495 23,810 10,301 10,405 410 Childrens & Youth Work 220 1,510 Ev8ntslConferenc8S 630 Cafe 1.350 1,360 2,273 Sub total 118,931 630 119.561 137,086 A4 Asset and investjngnt pUh¥Se5,I$fje table) Loan Repayment s,000 Sub total 118,931 630 119.$61 142.086 Net of receipts/(payments) AS Transfer¥ bgiween funds A6 Cash funds last year end Cash fvnds this year end 32.307 75 1,525 7S 33.832 21,551 59.756 91.988 1.650 3,250 61,406 9S,238 39.8 61,406 CCXX R1 accourts ISSI 1410612025
Section B Statement of assets and liabilities at the end of the period Categories Unrestricted fund8 to nearest£ R8stricted funds Endowment funds to nearest £ to nearest£ CAF BankAco)unt No 1 9,054 CAF Bank Ao))unt Gold 82.934 1,650 B1 Cash funds Total cash funds 91.988 3,250 l•Jree balan w5th rece1Fts payments ¢ounii$ll Unrestricted fvnds Endowrnellt funds to nearest£ Restricted funds Details to nearest£ to nearest £ Details Fund to which assèt belo Cost {option•ll Current value onal Detsils Fund to whlch ass•t belo Current value nal Cost loptlonall Church Bulkling, Eggbndge Ln, Waverton General 500,000 Ravenscar. knr Lane. Wavèrton Genèral 550,000 Church contents Gereral B4 Assets retained for thè charity's own use Delails Fund to whleh liabili relates Amount d onal Whèn du• (optall B5 Liabilities Signed by or fyyo truslees on behalf of all the trustees Signature Print Name Date of approval zuz CCXX R2 accounts ISSI 1410612025
Section C Notes on accounts C1 Movements of general and rnstrfctod funds Bal 1st Apr 2024 Reedpts Transfers Bal 31" Mar 2026 Unrestrictsd Fund8 69.756 151.238 118.931 75 91.988 Restrictsd Fund$ Building IRe5tr1 C&F Work 1,500 1,500 100 100 Mission (Reslrl Sland by Me Youth Work 500 500 335 410 75 1,150 220 220 1.150 Total Resti¥cted 1,650 2,155 630 75 3,250 Total Funds 61.406 153,393 119.561 95,238 CCXX R3 accounts {SSI 141LW2025
CHARITY (OMMISSIO FOR ENGLAND AND W Independent examinerfs report on the accounts Section A Independent Examiner's Report Report to th• trusteesl rnombors o Waverton Evangelical Fellowship - CIO On accounts for the y•a ond•d 31 March 2025 Charlty no (It any) 1157948 Set out on pages 1 to11 report to the trustees on my examination of the financial statements of Waverton Evangelical Fellowship - CIO {Ihe charity) for the r ended 31 March 2025. Responslblltti•s and As the trustees of the company {and also its directors for the purposes of company law) you are basls of report responsible for the preparallon of the financial statements in accordance wFth the requlrements of the Companies Act 2006 (Yhe 2006 Act,). Having satisfied myself that the accounts of the company are nol required to be audited under Part 16 of the 2006 Act and are ellglble for Independent examination. I report In respect of my examlnallon of the charitys accounts as carried out under seCtn 145 of the Charities Act 2011 ('the 2011 Act,). In carying out my examination I have followed tha Directions given by the Charity Commission under section 145(5)(b) of the 2011 Acl. Independent I have completed my examinalion. I confirm that no matters have come to my attention in connection examlnorfs Statement ryth the examination giving me cause to believe: accounting records Ivere not kept in respect of the Charity as required by section 386 of the 2006 Act.. or the financial ststements do not accord with those records; or the financial statsments do not comply with the accounting requirements of section 396 of the 2006 Act other than any requirement that the accounts glve a Irue and fai¢ view which Is not a matter considered as part of an independent examination; or the financlal statements have not been prepared in accordance wtth the methods and principles of the Ststement of Recommended Practice for accounting and reporting by charities applicable to charities preparing their accounts in accordance wlth the Flnanclal Reporting Standard applicable in the UK and Republic of Ireland {FRS 102). have no concerns and have come across no other matters in connection wlh the examination to wthich attention should be drawn in iis report In order to enable a proper understanding of the accounts to be reached. SIgn. Date: Name: G. Mattocks Rol•vant prof•sslonal quallllcatlon(s> or bod (If any): FCA Address: Mattocks Grirxlley Chartered Accountants 18 Mulbe Avenue. Tumstone Business Park, Wldnes. Cheshire. WA8 OWN
ection 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).