2024-04-05-accounts - Bala Evangelical Church / Eglwys Efengylaidd Y Bala

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator.

Trustees' Annual Report for the period

Period start date Period end date 01 04 23 05 04 24 From To

Section A Reference and administration details

Charity name Bala Evangelical Church

Other names charity is known by Eglwys Efengylaidd Y Bala

Registered charity number (if any) 1159041 Charity's principal address 14 Pensarn Road Bala Postcode LL23 7SR ~~——~~ Names of the charity trustees who manage the charity Name of person (or body) Dates acted if not for the Trustee name Office (if any) entitled to appoint trustee whole year (if any) 1 Mr Gareth Williams Elder & Minister 01/04/23 – 15/02/24 BEC / EEYB Mr Gareth Williams Elder 16/02/24 – 05/04/24 BEC / EEYB 2 Mr Stuart Keen Deacon BEC / EEYB 3 Mr David Gee Deacon BEC / EEYB ~~==———~~ 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) Type of adviser Name Address ~~———————~~ Name of chief executive or names of senior staff members (Optional information) ~~OS~~

Trustees Annual Report 2023/2024

Page 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

(eg. trust, association, company)

Trustee selection methods

(eg. appointed by, elected by)

Appointed by Members in General Meeting in accordance with the Church Rules

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;
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.

The Managing Trustees of the Church are those persons appointed by the Church as Church Officers in accordance with the Church Rules (and believed by the Church to fulfil the criteria required by the New Testament writings of 1 Timothy and Titus).

Those charitable purposes the Church supports have been agreed upon by the Members of the Church in General Meeting and in accordance with the Church Rules.

The Church is affiliated to AECW (Associating Evangelical Churches of Wales) from which it derives guidance and support and advice. Regular Regional meeting are held and an annual Assembly.

At this stage the Trustees have not identified any significant risks to the future of the charity.

Section C Objectives and activities

The purposes of the Church are:

Summary of the objects of the charity set out in its governing document

The advancement of the Christian faith, in accordance with the Basis of Faith, primarily, but not exclusively, within Bala and the surrounding area; and
Such other charitable purposes as shall, in the opinion of the Members of the Church in General Meeting, further the work of the Church.

Trustees Annual Report 2023/2024

Page 2

Having had regard to the guidance issued by the Charity Commission on public benefit, the trustees, (including the pastor / minister of the church), work to promote the ministry of the church in every way. This includes pastoral ministry to members and others who attend, evangelistic ministry to those outside the church, care for those in the community and overseas, and mission ministry supporting friends working in other parts of the world. They are committed to following the teaching of the Bible in the activities; and the church’s basis of faith reflects that commitment.

Details as follows:

Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)

The Church has maintained its life as a worshipping and witnessing community.
The Church provided opportunity to meet together; on Sundays for worship in Canolfan Bro Tegid.
Midweek the Church meets for Bible Study and Prayer. Fortnightly on a Wednesday in Canolfan Bro Tegid and the remaining weeks in three Home Groups in the town.
Gareth Williams (the ‘Minister’) has continued to serve as the minister of the Church. and as a visiting lecturer / speaker to students in further education.
The Church continues to support through other charitable bodies Christian Mission in Wales and Overseas.

Additional details of objectives and activities (Optional information)

You may choose to include further statements, where relevant, about:

policy on grantmaking;
policy programme related investment;
contribution made by volunteers.

Trustees Annual Report 2023/2024

Page 3

Section D Achievements and erformance p

Summary of the main achievements of the charity during the year

During the year the Church was able:

to maintain its life in the town of Bala as a worshipping, witnessing and welcoming community.
to provide opportunities to meet together; on Sundays for worship and midweek for Bible Study and Prayer; fortnightly on a Wednesday in Canolfan Bro Tegid and the remaining weeks on a Tuesday, Wednesday & Thursday at Home Groups in the town.
to be involved in helping with a number of funerals locally and further afield with minister Gareth Williams speaking.
to diversify its ministry through a variety of means, including the teaching of students particularly in Wales.
to support other charitable bodies, including mainly Christian evangelistic and humanitarian missions in the UK and Overseas.
to maintain links with a variety of Churches and Bodies in Wales.

Specific events during the year were…

for July & August to host Sunday services in Canolfan Bro Tegid for the Young Peoples camps taking place at Bryn y Groes.
in August to arrange the Baptism of a new member. A short Sunday service was held in Bryn y Groes, then the Baptism in the leisure centre swimming pool followed by refreshments at Bryn y Groes.
during October to hold a Harvest Supper at Bryn y Groes. The meal was followed by a talk in the lounge by Paul Hadley from Queens Road Church Llandudno with ~40 people present.
during December Christmas Carol Services were held at both Bryn y Groes & Canolfan Bro Tegid with refreshments afterwards.
During February we held a retirement lunch at Bryn y Groes for our minister Gareth Williams. He has served as minister of the church for nearly 20 years and about 40 people were able to be present. There was time for fellowship, a football quiz, messages of appreciation & greetings were brought and a presentation of some theology books and a watercolour painting by a local artist.
The members of the church continue to be committed to prayerfully seeking a replacement minister to lead the Church for the future.

Trustees Annual Report 2023/2024

Page 4

Section E Financial review

Brief statement of the The Trustees have not adopted a formal reserves policy but have charity’s policy on reserves carefully reviewed the current balances in the charity's accounts in the light of future commitments and feel the present balances are appropriate and prudent.

Details of any funds materially in deficit

Further financial review details (Optional information)

You may choose to include additional information, where relevant about:

the charity’s principal sources of funds (including any fundraising);
how expenditure has supported the key objectives of the charity;
investment policy and objectives including any ethical investment policy adopted.

Section F Other optional information

Section G Declaration

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

Signature(s) GW / SK / DG Full name(s) Gareth Williams, Stuart Keen & David Gee Position (Secretary, Chair, etc) GW (Chairman)

Date 5[th ] November 2024

Trustees Annual Report 2023/2024

Page 5

CHARITY COMMISSION FOR ENGLAND AND WALES Independent examinerfs report on the accounts Settion A Independent Examiner's Report Report to the trusteesl members of IbALA iVAMqEii LAL Qt4uLcF Charfty no (if any) On accounts for the year ended 05. o* aol Set out on pages I report to the trustees on my examination of the accounts of the above charty (1he Trusl.) for the year ended Responsibllities and As the charty truslees of the Trust. you are responsible for the preparation basls of report of the accounts in accordance wilh Ihe requiremenls of the Chaiities Act 2011 cthe Acr). I report in respecl of my examination of the Trust's accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145(5){b) of the Act. I have completed my examination. I confimi that no material matters have come to my attention ") in connection with the examination which gives me cause to believe that in, any material respect: accounting records were not kept in accordance with section 130 of the Act or the accounts do not accord with the accounting records Independent examinerfs statement I have no concems and have come across no olher matters in connection with the examination to which attention should be drawn in or(ler to enable a proper understanding of the accounts to be reached. ' Ilease delete the words in the brad(ets rfthey do not apply. Signed: Date: Name: Relevant professlonal quallfication(s) or body (if any): Address: tlvb 31 IER October 2018

Section B Disclosure Only complete if the examiner needs to highlight matters of concem (see CC32, Independent exarnination of charity accounts: directions and guidance for examiners). Glve here brief details of any items that the examiner wishes 10 disclose. IER October 2018

Accounts for 1[st] April 2023 to 5[th] April 2024 Compared to 1[st] April 2022 to 30[th] March 2023

Income Offerings and Donations Gift Aid and GASDS One Off Gifts (2500 EUR) Restricted Gifts: Harvest Supper Restricted Gifts: Barnabas Fund Restricted Gifts: Caring for Life Restricted Gifts: South Gwynedd Foodbank Restricted Gifts: Tearfund (Christmas Appeal) Restricted Gifts: Tearfund (Earthquake Syria) Restricted Gifts: Gareth Williams Restricted Gifts: Gwydion & Catrin Interest received from Bonds Interest received from Tax Reclaim Total Income Expenditure Ministry Costs Pastor's Salary (£28866 Apr23-mid Feb24 ) Pastor's Expenses Employers NI Contributions Employers Pension Contribution Preachers / Speakers Fees Preachers / Speakers Fees (Returned) Special Expenditure Equipment (Laptop & Video Camera) Meeting Costs Rent of Canofan Bro Tegid Rent of Leisure Centre (Baptism) Use of ByG (Harvest Supper & Baptism) Fellowship Expenditure Fellowship Gifts (Theology Bks & Watercolour) Fellowship Meal (Retirement Lunch) Fellowship Catering (Easter Sunday) AECW (Chairman's & North Wales) Administrative Costs Gifts for Accounts & Wages Insurance (Congregational via Kingdom Bank) Music Licence (Christian Copyright Licensing) Adverts, Literature, Stationy, Printg & Postge Electronic Equipment Misc Missionary & Other Giving AWM - Rob & Gill Burridge Barnabas Fund Evangelical Movement of Wales TWFTW - The Word For the World UFM - Emmanuel & Esther Durand Caring For Life South Gwynedd Foodbank Tearfund Cmas Appeal Burundi Tearfund Earthquake Appeal Syria Admin Expenses HSBC Fees & Charges Total Expenditure	Unrestricted Restricted General Funds	Apr23-Apr24 Apr22-Mar23 Full Year Full Year
	£ £ 29772.37 0.00 6583.48 0.00 2091.83 50.00 120.00 30.00 176.00 495.00 129.75 86.51	£ £ 29772.37 27123.56 6583.48 8037.24 2091.83 2000.00 50.00 100.00 120.00 111.00 30.00 110.00 176.00 377.00 660.00 495.00 325.00 129.75 102.23 86.51 30.03
	38663.94 871.00	39534.94 38976.06
	25298.64 624.52 0.00 0.00 978.98 1618.00 -180.00 1546.80 0.00 200.00 50.00 268.98 273.98 226.02 151.51 200.00 150.00 242.97 93.00 375.41 15.90 850.00 500.00 100.00 500.00 500.00 0.00 1150.00 130.00 120.00 70.00 40.00 74.00 176.00 3774.00 124.21	3858 3726 25298.64 25870.64 624.52 714.40 0.00 0.00 978.98 1003.95 1618.00 920.00 -180.00 -145.00
		28340.14 28363.99

		0.00 0.00
		1546.80 1172.00 35.00 250.00 325.00
		1796.80 1532.00
		268.98 222.00 500.00 571.00 151.51 50.00 200.00 150.00
		1120.49 993.00
		150.00 150.00 242.97 238.23 93.00 123.00 375.41 285.14 15.90 15.98
		877.28 812.35
		850.00 850.00 600.00 500.00 500.00 500.00 500.00 1150.00 1150.00 250.00 250.00 110.00 100.00 250.00 400.00 700.00
		4210.00 4450.00
		124.21 151.23
	35487.92 981.00	36468.92 36302.57

BEC 24.12.16 Accounts 2023-2024 Full Year.xlsx

Page 1

Accounts for 1[st] April 2023 to 5[th] April 2024 Compared to 1[st] April 2022 to 30[th] March 2023

Current Account Opening Balance Income Income Matured Bonds Expenditure Expenditure New Bonds Closing Balance Bond Summary Opening Balance Matured Bonds New Bonds Interest Interest to Current Account Closing Balance Total Funds Opening Balance (Current A/C & Bonds) Total Funds Closing Balance (Current A/C & Bonds)	Apr23-Apr24 Apr22-Mar23 Full Year Full Year
	£ £ 10216.72 6543.24 39534.94 38976.06 0.00 1000.00 -36468.92 -36302.58 0.00 0.00
	13282.74 10216.72
	24000.00 25000.00 0.00 -1000.00 0.00 0.00 129.75 102.23 -129.75 -102.23
	24000.00 24000.00
	34217 31543 37283 34217

BEC 24.12.16 Accounts 2023-2024 Full Year.xlsx

Page 2

Bala Evangelical Church - Notes to Accounts 2023/2024

Note

Details

[1] Tab: Accounts Full Year Apr23-Mar24 show the Balance Sheet presented on the basis of "Receipts and Payments" accounts.
[2] Tab: Income Apr23-Mar24 shows Sunday collection dates together with the date the money was credited to the church Current Account. All Bank Transfers are shown on the date the money was credited to the Current Account.
[3] Tab: Income Apr23-Mar24 shows two HMRC Tax Reclaims under Gift Aid and Gift Aid Small Donations Scheme GASDS. These are Half Year Oct22-Mar23 & Half Year Apr23-Sep23
[4] Tab: Income Apr23-Mar24 shows rollover of 4 Kingdom Bank Bonds with £129.75 Interest being transferred to the Current Account over the year. At the end of the year the Church holds £24,000 in Kingdom Bank Bonds, each is £2000 with a 36month term and 4 bonds mature every year.
[5] Tab: Tax Reclaim Gift Aid & GASDS shows the calculation of the HMRC Tax Reclaims under Gift Aid and Gift Aid Small Donations Scheme GASDS. Half Year Apr23-Sep23 has been relaimed while Half Year Oct23-Mar24 will be claimed with Half Year Apr24-Sep24 in early 2025.
[6] Tab: Expend Apr22-Mar23 shows Cheques used and Bank Transfers made from the Current Account. Returned Cheques are shown as an extra negative line on Expenditure Sheet and appear on the as a negative line on the Balance Sheet. All destroyed Cheques are shown with the blank line on the Expenditure Sheet.
[7] Tab: Expend Apr22-Mar23 shows the dates Nest Pension payments were set up and the date the payment was debited from the Current Account. The final Nest Payment was set up on the 06/03/24 and debited on the 11/03/24.
[8] Tab: Expend Apr22-Mar23 shows the HSBC monthly "Activity Charges" and "Account charges" introduced on 20th Nov 2021. These are shown on the last day of the charging period. During the year use of cheques was reduced by moving towards paying all expenditure by Bank Transfer. Also weekly offerings were credited to the Bank Account at the end of each month. Both these changes have minimised the Bank Activity Charges
[9] Year End: To simplify future Gift Aid & GASDS Tax Reclaims the Year End for the Accounts has been moved from the 31st March 2024 to 5th April 2024. The Charity Commission will be advised of this change before the Annual Report and Accounts are submitted on 31st January.