CHARITY COMMISSION FOR ENGLAND AND WALES Trustees, Annual Report for the period From end date 11112024 Period start date To 311212024 Period Charity name: Sowerby Bridge Spiritualist Church Charity registration number: 1160051 Objectives and Activities SORP reference Para 1.17 Summary of the purposes of the charity as set out in its governing document Objects of the church are to advance the religion and the religious philosophy of spiritualism on the basis of the 7 principles of SNUS iritualism Church provides weekly Divine Sunday services for the benefit of Church members and the General public. Also provided are Demonstration services of Mediumship once a month - open to all. Weekly Open Circles again open to all. Lyceum services held once a month - raising awareness of the religion - open to all. Healing services held weekl en to all. When planning fundraisers for the year, the Committee have considered the Commissions guidance on public benefit, we ty to encourage ordinary people to engage with not only our faith but to live by our Princi 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 Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benef it Para 1.18 Additional information (optional) You ma choose to include further statements where relevant about: SORP reference Para 1.38 Policy on grant making Policy on social investment including program related investment Para 128 Para 1.38 Contribution made by volunteers
Other Achievements and Performance SORP reference The Church held various special Mediumship services enalJing Overgate Hospice, Royal British Legion, Halifax Community Kitchen, Halrfax homeless, Tuel Lane School to benefit and continue their good work in the Community. Surnmary of the main achievements of the charty, identifying the drfference the charity's work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. Para 120 Additional information (optional) You ma chcK)se to include further statements where relevant about: Achievements against objectives set Para 1.41 Performance of fundraising activities against obiectNes set Para 1.41 Investment performance against objectives Para 1.41 Other
Structure, Governance and Management Description of charity's trusts: Type of governing document Para 125 The Rules for Churches How is the charity constituted? (e.g unincorporated Para 125 The Church would be considered an unincorporated association in 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 trUStS Para 125 The TrUStS are voted onto the Church Committee by the Church members. Additional information (optional) You ma choose to include further statements where relevant about: Policies and procedures adopted for the induction and training of trustees Para 1.51 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 Chari name other name the chari uses istered chari number Charity's principal address Sowerb Brid e S iritualist Church 1160051 7 Hollins Lane, Sowerby Bridge HX6 2RX
Financial Review Review of the charty's financial position at the end of the period Para 121 Total receipts for unrestricted funds were £23,178 of which £1,034 was interest. The 4 Church properties, which are let generated sn income of £18,295. Restricted funds for Healing, lyceum and Fundraising was £2,012. All details can be found in the Financial Statement. The reserves have accumulated from the 4 rental properties that it owns. The Church maintains these properties arKI the Church Buildin was built in 1874 £74,042 N/A Statement explaining the policy for holding reserves stating why they are held Para 122 Amount of reserves held Reasons for holding zero reserves Details of fund materially in def icit Explanation of any uncertainties aboLrt the charity continuing as a going concern Para 1.22 Para 1.22 Para 124 NIA Para 1.23 NIA Additional information (optional) You ma choose to include further statements where relevant about: The charity's principal sources of funds (including any fundraising) Para 1.47 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 Other
Names of the charity trustees who manage the charity Dates acted rf not for wlK)le Trustee name Office (rf ary) Name of person (or body) entitled toa oint trustee Church Members Church Members Helen Ball President Secretaryrrreasurer Vice President Vice President committ Member Committ& Member Patricia Crook Steven Langhorn Jean Best Rachel Taylor Helen Langhorn Church Members Church Members Church Members Church Members 10 11 12 13 14 15 16 17 18 19 20 Corporate trustees - names of the directors at the date the report was approved Director name NIA Name of trustees holding title to propety belonging to the charity Trustee name Dates acted rf not for whole ear NIA
Funds held as custodian trustees on behalf of others Description of the assets N/A held in this capacity Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity's objects N/A Details of arrangements for safe custody and segregation of such assets from the charty's own assets NIA Additional information (optional) Names and addresses of advisers (Optional information) Type of Name Address adviser Name of chief executive or names of senior staff members (Optional information) Exemptions from disclosure Reason for non-disclosure of ke rsonnel details N/A Other o tional information
Declarations The trustees declare that they have approved the trustees, report above. Signed on behalf of the char 's trustees Signature(s) Full name(s) Position (eg Secretary, Chair, etc) Patricia Crook Secretary Date 111012025
SOWERBY BRIDGE SPIRITUALIST CHURCH BALANCE SHEEfAT 31ST DECEMBER 2024 BALANCES AS AT I JANUARY 2024 Land and buildings 555,000.00 555,000.00 Cash in hand Lloyds 03370444 Uoyds 66898660 Lloyds Lyceum Lloyds Healing SNU Trust 95.10 582.42 4,213.89 599.04 1,096.38 65,569.49 72,156.32 7,758.50 634,914.82 (408.00) 634,506.82 SURPLUS FOR THE YEAR TO 31 DECEMBER 2024 LESS CREDITORS (ACCOUNTANT) BALANCES AS AT 31 DECEMBER 2024 Land & Buildings 555,000.00 555,000.00 Cash in hand Lloyds 03370444 Lloyds 66898660 Lloyds Lyceum Lloyds Healing SNU Trust 241.61 521.18 3,199.49 620.19 1,290.84 74,041.51 79,914.82 634,914.82 {408.00) 634,506.82 LESS CREDITORS (ACCOUNTANT) We certify that the above figures have been extracted from the books and vouchers of the SOWERBY BRIDGE SPIRITUALIST CHURCH and show a true position of the finances of the CHURCH as at 31 December 2024 HODGSON HEY LTD - 6th
SOWERBY BRIDGE SPIRITUALIST CHURCH RECEIPTS AND PAYMENTS ACCOUNT for the Year Ended 31st December 2024 2023 RECEIPTS 2024 991 Sunday Services 449 Development 115 Donations 279 Healing 252 Members Subs. 18,540 Rents 1,866 Interest 684 Raffles 192 Awareness 137 Lyceum 651 Demonstration Service 1,945 Open Circle 392 Miscellaneous 287 Café 458 Fundraiser TOTAL RECEIPTS 793 141 203 18,295 1,034 530 30 528 1,466 139 184 1,716 27,238 25,065 PAYMENTS 351 Electricity 1,491 Gas 1,881 Insurance 15,033 Church Refurbishment, Repairs & Maintenance 2,973 Church Property House Repairs and Maintenance 235 SNU Fees 611 Speaker Expenses 396 Accountant's Fees 360 Raffle Gifts 105 Cleaning 207 Telephone 20 Lyceum Fees 16 Bank Charges 1,322 Rental expenses 199 Donations 512 Travel 231 Café 458 Fundraisers 613 Miscellaneous TOTAL PAYMENTS SURPLUS FOR YEAR Balance Brought Forward Balance Carried Forward 425 1,483 1,983 5,600 367 265 537 408 350 20 10 1,622 239 1,000 354 1,709 933 27,014 224 71,909 72,133 17,307 7,759 72,133 79,892 We have prepared the above Receipts and Payments Account from the books and documents of the church and certify them to be in accordance therewith. Heritage Exchange South Lane Elland HX5 OHG HODGSON HEY LTD ACCOUNTANTS & TAX ADVISERS Date 06/oz/25 .
ELLAND HX5 OHG Section B Disclosure Only complete if the examiner needs to highlight material matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners). Give here brief details of any items that the examiner wishes to disclose. IER Oct 2018
CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examinerfs Report Report to the trustees hefiTlI N12mp SOWERBY BRIDGE SPIRITUALIST CHURCH On accounts for the year ended 3111212024 Charity no (if any) 1160051 Set out on pages ONE AND TWO Irc*rnLJmhtsr +r4 inftli Idts fha ni irnhoro nf e41+in91 I report to the trustees on my examination of the accounts of the above charity ("the Trust ) for the year ended )EJ l Mfit l Y Y. Responsibilities and basis of report As the charity's trustees, you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 ("the Act"). I report in respect 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 all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act. Independent I have completed my examination. I confirm that no material matters have examiner's statement come to my attention in connection with the which gives me cause to believe that in, any material respect: the accounting records were not kept in accordance with section 130 of the Charities Act; or the accounts did not accord with the accounting records; or the accounts did not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a 'true and fair, view which is not a matter considered as part of an independent examination. 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. Please delete the words in the brackets if they do not apply. Signed: Date: 0610212025 Name: WILLIAM P LIP HODGSON Relevant professional qualification(s) or body (if any): ACCA Address: HERITAGE EXCHANGE SOUTH LANE IER Oct 2018