## **Trustees’ Annual Report for the period From 01.09.2022 Period start date To 31.08.2023 Period end date** ## **Charity name: Swaffham Methodist Church** ## **Charity registration number: 1163777** ## **Objectives and Activities** ||SORP refer**e**
nce|| |---|---|---| |Summ**a**
the ch**a**
governi
ry of the p**u**
rity as set**o**
ng docum**e**
rposes of
ut in its
nt|Para 1.17|Th**e**
A T**h**
acc**o**
the
B A
Co**n**
oth**e**
C A
Inst
Met
D A
sub
Ch**u**
purposes**o**
e advanc**e**
rdance wi**t**
Methodist**C**
ny charitab
nexional,**D**
r organisa**t**
ny charitab
itution sub**s**
hodist Chu**r**
ny purpose
sidiary or a
rch
f the Meth**o**
ment of th**e**
h the doctr**i**
hurch
le purpose
istrict, Cir**c**
ion of the**M**
le purpose
idiary or a**n**
ch
of any ch**a**
ncillary to t**h**
dist Chur**c**
Christian**f**
nal standa
of any
uit, local o**r**
ethodist**C**
of any Soc**i**
cillary to t**h**
rity being**a**
e Methodi**s**
h are
aith in
rds of
hurch
ety or
e
t| |Summ**a**
activiti**e**
purpos**e**
benefit,
activiti**e**
identifi**e**
ry of the m
s in relatio**n**
s for the p
in particul**a**
s, projects
d in the ac**c**
ain
to those
ublic
r, the
or services
ounts.|Para 1.17 a**n**
1.19
d|Re**g**
ma**d**
als**o**
me**e**
a s**p**
Stu**d**
A w
for**y**
visi**t**
ser**v**
wh**o**
In a
a m
isol**a**
ser**v**
tim**e**
Th**e**
use
pra**c**
as**a**
ular Sund**a**
e welcom**e**
to weekd**a**
tings, whi**c**
eaker or h**a**
y or praye
elcome is**e**
oung peo**p**
ors also pr**o**
ice for chu
are in nee
ddition, a**w**
eeting plac
ted and v**u**
ed and bo**o**
to time.
church is**a**
rs includin**g**
titioners a**n**
bout clima**t**
y services**a**
. This wel**c**
y activities
h may be**s**
ve a Chris**t**
r.
xtended to
le and to f**a**
vide a car**e**
rch memb**e**
d.
eekly drop**-**
e, for anyo**n**
lnerable. F
k stalls ar**e**
ble to hos**t**
health an**d**
d local int**e**
e change.
t which all
ome is ext**e**
in the form
ocial in nat
ian focus,
uniformed
milies. Pa**s**
in the co**m**
rs and for**o**
in facility p
e, includin
ree drinks**a**
available**f**
a wide var
wellbeing
rest group**s**
are
nded
of
ure with
Bible
groups
toral
munity
thers
rovides
g the
re
rom
iety of
such| |Statem**e**
whethe
had re**g**
issued
nt confirm
r the truste**e**
ard to the**g**
by the Cha**r**
ing
s have
uidance
ity|Para 1.18|Th**e**
Trustees**a**
re aware o**f**
the guida**n**
ce.| Commission on public benefit ## **Additional information (optional)** You may choose to include further statements where relevant about: ||SORP reference|| |---|---|---| |Policy on grant making|Para 1.38|The charity does not make grants.| |Policy on social investment
including program related
investment|Para 1.38|The charity has invested in improved
facilities and continues to develop contact
programmes.| |Contribution made by
volunteers|Para 1.38|Volunteers currently provide for all activities
undertaken by the Church. This includes
hospitality and catering, finance, planning,
marketing and communications and
stewardship of the building.| |Other||| ## **Achievements and Performance** ||SORP reference|| |---|---|---| |Summary of the 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.|Para 1.20|・We have promoted the church, facilities
and programmes in local publications and
this has increased take-up, including rentals
to local authority well-being services and to a
mental health charity. We were also able to
host local traders while the Assembly Rooms
in Swaffham underwent major refurbishment.
・The membership of the church has
stayed constant, inspite of the
loss of numbers of members through illness
or old age, as new Swaffham residents have
joined.
・The location of the church in the town
centre makes it inviting to dropping in, and
the internal changes and addition of
programmes such as drop-ins and a
friendship club have been effective in
increasing occasional footfall.
・The church’s ability to network in the local
community has been enhanced and the
needs of more people met as a result.
Members and attenders contribute to the
local foodbank.| ・ The church has adopted an inclusive approach and now welcomes same-sex marriages on the premises. |**Additional information (optional)**
You may choose to include further statements|**Additional information (optional)**
You may choose to include further statements|where relevant about:| |---|---|---| |Achievements against
objectives set|Para 1.41|| |Performance of fundraising
activities against objectives
set|Para 1.41|| |Investment performance
against objectives|Para 1.41|| |Other||| ## **Financial Review** |**Financial Review**||| |---|---|---| |Review of the charity’s
financial position at the end
of the period|Para 1.21|The charity holds consolidated funds of
£21,000 a proportion of which is held in
ethical investments.| |Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|The charity has reserves equivalent to 3
months’ running costs and seeks to
increase this whenever possible.| |Amount of reserves held|Para 1.22|£7,500| |Reasons for holding zero
reserves|Para 1.22|N/A| |Details of fund materially in
deficit|Para 1.24|None| |Explanation of any
uncertainties about the
charity continuing as a going
concern|Para 1.23|None| |**Additional information (optional)**
You may choose to include further statements|**Additional information (optional)**
You may choose to include further statements|where relevant about:| |---|---|---| |The charity’s principal
sources of funds (including
any fundraising)|Para 1.47|Inward facing donations and outward facing
events.| |Investment policy and
objectives including any
social investment policy
adopted|Para 1.46|Investments are with the Central Finance
Board of the Methodist Church and as such
are held in ethical funds.| |A description of the principal
risks facing the charity|Para 1.46|Declining membership would result in
reduced donations. Aging membership
would result in reduced volunteering.| |Other||| ## **Structure, Governance and Management** |Description of charity’s
trusts:||| |---|---|---| |Type of governing document
(trust deed, royal charter)|Para 1.25|Constitution| |How is the charity
constituted?
(e.g unincorporated
association, CIO)|Para 1.25|Association| |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|Appointed by Church members| ## **Additional information (optional)** You may 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|The church is governed under the oversight
of the Methodist Church in Great Britain.| |Relationship with any related
parties|Para 1.51|The church is governed under the oversight
of the Methodist Church in Great Britain and
works, ‘in connexion’ with other churches.| |Other||| ## **Reference and Administrative details** |Charity name|Swaffham Methodist Church| |---|---| |Other name the charity uses|None| |Registered charity number|1163777| |Charity’s principal address|3 London Street
Swaffham
Norfolk
PE37 7DD| ||| ## **Names of the charity trustees who manage the charity** |1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year **|**Name of person (or body) entitled**
**to appoint trustee (ifany)**| |---|---|---|---|---| ||Allen Geraldine M|Circuit Steward||| ||Bean Muriel Olive|||| ||RayCunningham|||| ||Pat Edwards|Steward|From 06/11/2022|| ||Jan Hills|||| ||Mike Hills||Resigned 30/06/2023|| ||Revd Jacqui
Horton|Minister||| ||Grant Kennedy|PropertySteward||| ||KayKennedy|Pastoral Secretary||| ||Christel Peck|||| ||Michael Peck|||| ||Sarah Rodgers|Treasurer||| ||Sandra Simm|Secretary||| ||Jennie Tasker|||| ||Jo Trick|Senior Steward||| ||Anne Thorp|Steward||| ||Barrie Thorp|||| ||Josephine Walker|Steward|Resigned 28/02/2023|| ||Deacon Jen
Woodfin|Deacon||| |||||| |||||| – Corporate trustees names of the directors at the date the report was approved ## **Director name** Name of trustees holding title to property belonging to the charity **Trustee name Dates acted if not for whole year** ## **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|Buildings are held on behalf of the Methodist Church in
Great Britain.| |Details of arrangements for
safe custody and
segregation of such assets
from the charity’s own assets|Governed by Trustees for Methodist Church Purposes
(TMCP).| ## **Additional information (optional)** ## **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**||| |Architect/
Surveyor|Whitworth|18 Hatter Street, BURY ST EDMUNDS| |||| |||| |||| **Name of chief executive or names of senior staff members (Optional information)** ## **Exemptions from disclosure** Reason for non-disclosure of key personnel details ## **Other optional information** ## **Declarations** ## **The trustees declare that they have approved the trustees’ report above.** **Signed on behalf of the charity’s trustees Signature(s)** S **a** ndra Jane Simm **Full name(s)** Sara **h** Louise R **o** dgers **Position (eg Secretary,** Trea **s** urer S **e** cretary **Chair, etc) Date** 12th June 2024 CHURCH RECEIPTS AND PAYMENTS ACCOUNTS THE METHODIST CHURCH STANDARD FORM OF ACCOUNTS SWAFFHAM METHODIST CHURCH FOR THE YEAR ENDED 31 August 2023 Central Norfolk Clr¢uit Circult no. 14115 Reglstered Charity - Charlty Reglstratlon number If not a registered charty Her Majesty's Revenue and Customs Glft Aid number (The HMRC number is equivalent to a registered charity number in terms of evidence of charitable status and may be used to give lo donors or grant funders wishing to see evidence of the organisation's charitable status. Methodist charf(ies in Englarid and Wales that are not registered charities are excepted from registration under Statutory Instrument 2014 No.242) 1163777 Not applicable Minister.. Rev. J8¢ ui Horton Church Slewards: Mrs Jo Trick Mrs Anne Thorp Miss Josephine Walker (to February 2023) Mrs Sandra Simm Mrs Pat Edwards (from December 20221 Treasurer.. Ms Sarah Rodgers Swaffliam Methodist Church churehes-re¢eipts-and-payments-2023 FINAL 1 of5 ACCOUNTS FOR THE YEAR ENDED 31 AUGUST 2023 SWAFFHAM METHODIST CHURCH Unrastrict•d R￿tr￿ted ToialB this Funds Fund$ year Tots15 last year SECTION A a1 RECEIPTS a2 Offerin s and Tax recovered Bank and CFB interest and Investrnenl income 29.505 2.808 32.312 25,147 a3 472 56 528 Lettin 14,045 14,045 6,595 53.480 3,470 7,766 36,439 a5 Other receipts TOTAL RECEIPTS 5.878 49.899 717 3,581 la71 SECTION B b1 PAYMENTS b2 Circuit Assessment or Share 26,298 924 26,298 26,298 2,202 b3 Donations 924 b4 Re airs and Maintenance Ulililies Ilnsurances, water charges, healing & lightin Administration, Licences and Comms. Other payments TOTAL PAYMENTS 5,533 16,846 22,379 2,455 b5 5.359 1.138 366 S.359 3.983 b6 1.138 366 b7 556 b8 39.617 16,846 $6.463 Ib91 35,494 SECTION C NET RECEIPTSIPAYMENTS FOR THE YEAR cl a6-b8 10.282 13,265 2,983 945 Tolal funds brought forward from last year c2 32.210 14,359 46.$68 c6 45,624 c3 Sub totsl c1+c2 42,492 1.094 43.585 46,569 Transfers and ad'ustments c7 c5 TOTAL FUNDS AT END OF YEAR {c3+c41 42,492 1,094 43,585 {c81 46,568 Ic61 SECTION D FOR INFORMATION ONLY: MONEY RECEIVED AMO PASSED ON TO EXTERNAL ORGANISATIONS Ithaso amounts are not to be included In total reCeip￿paYMents figurns above d1 Balance brou ht forward from last e8r 151 d2 Offerin sIGifts- received for external or anisab.ons 931 1,103 d3 Offering51Gifts - passed lo extemal organisalions 924 952 BALANCE STILL TO BE PAID Id1+d2-d3) 158 151 2of5 Meth(￿lstehll￿￿ (hu￿￿.[ectI￿tr*w&pay￿&S.2o25 fiNAL SWAFFHAM METHODIST CHURCH MhlAR YOF CHU NTS AN RÉ SECTION E Pl•*#4 lolbw •tsthi suM￿ty cItheCnu￿h Iorthe yearend8d 31 August 2023 Inc￿￿1 rewykng * the Cburt be com￿￿d*Ar￿¥S 21 the gross Inc￿ and ex*￿￿￿re Ws rl ChuTch. 11 grDS5 Ir￿n￿e￿¢¢0￿S trw•5hokl. Ih8nlhB mothod of accaunyng ND A OIFFERENT FORM must be US￿ * rewrt tre arxounts15ee kletn(*Yth *ebyt•l PI¢a¢er&utoll￿wDlw rrfit8srO9Aldingtrollsf9ra thè D￿trel ond thstrid o￿an￿￿On$ INTERNAL t)RGAN1&4Tiofis fft￿5 ¢i￿n 03 05 ¢7 Sub tolol rllntsmgl Thi¥alK￿l fL￿d$ 11 012 Church a¢¢csunts (lol• brou#htfor¥Ard from p•00 53,4EO 56A63 {b9} 12,9831 46.568 43,88S 8} TOTAL CA HFU BYCHUR¢H 5J,480 56MJ 11983 Contsnu8 a S￿14t¢ sheet rfne¢tssaryandbrtw Y t¢i4s lorwwd TOTAL RECÉIPTS TOTAL PAYPAENT5 SECTION F TATEMENT OF ND LLIWL ITrEMNG CLOSING BALAIICES HURCH-CASH FUNDS HELD at31 A st))23 Cash kn hand 8ank Cutr¢TrtA(￿nt .267 22.028 Bank Finance Boaryj rJ,301 21.559 Tru¢rees r(Yhb￿1atChurth Pu h•rfun¢o SUB TOTAL.Church accounts 46.568 1¢8} Tola by 1￿m81 OrganiJaiKw ithe cb)6 TOTAL CASH FUNDS HELD BY CHURCH 46,568 43,5B5 SECTION G 31 Awust 2023 OTHER ASSETS and uA￿LInES Invèstments Indyde En(knments Land & Bulvo see InsurarKQ 1 565 585 lJherAsstts 110.945 Ot￿r Li8bdkn•9 f4 FvThJs he￿ at thE Central Fiffjar￿ Board f5 IndUde￿ty Funds at TrJshe$ MellKx*stChJrth PL¥POS•S 1 I￿l￿e￿nY okn 1nvestrrtsiL4{￿￿tha ¢aahelthThwldWP li*15 J(15 Name of Church.. Swaffham Methodist Church . No-. 14115 Declarations and Scrutiny I confimi that Ihese Receipt and Paymenl baseil accounts for the year lo 31 August 2023 have been prepared from the re¢ords of the Church and that they include all fvnds under the control of the Church Iruslees. Signature of treasu Name and address ol treasurer.. Ms Sarah RcKlger5............................ 8 Church Lane. Thetford, Norfolk....... Post Code IP25 7DS Presentation to the Church trustees I confirm that the annual report and accounts for the year ended 31 August 2023 were presented lo the meeting of the Church Iruslees held on 1st N(wember 2023. Signature of the Chair of the meetsng Name of the Chair of the meeting.. Revd Jacqui Horton ..Oale......l.? ,..11.-..23 Independent Examiner's Report to the Trustees of the Swaffham Methodist Church Charlty Number. 1163777 Responsibllities and basis of report I report to the trustees on ry examination of the accounts of Swaffham Methodist Church for the year ended 31 August 2023 set out on pages 1 10 3. As the Church's trustees. you are responsible for the preparation of the accounts in accordance with the requirements of the charib.es Act 20111.the Act'l. I report in respect of my examination of the Church's accounts carried out under seth'on 145 of the Act and. in carryirTrg out my examination, I have followed all the applicable Directions given by the Charity Commission under section 14515}Ib} of the Act. delete or circle as appropriate 4of5 Name of Church.. Swaffliam Methodist Church... No. 14115 Independent Examiner's Statement I have completed my examination. I confirm that no material matters have come to my altention in connection with the examination (other than that disclosed below") which give me cause lo believe that in, any material respect.. the accounting records were not kept in accordance with section 130 of the Act; or the accounts do not accord with the accounting records. 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. l tr￿le]have not" obtained independent verification of all investments wilh the Trustees for Melhodist Church Purposes or held in other trusts, bank balances and funds at the Central Finance Board of the Methodist Church which are individually in excess of £10.000 (ten thousand pounds) at the balance sheet date. Signature of independent examiner Name of independent examiner Relevant professional qualification of independent examiner Tr£!1 QCD .B.IW L< *4 P*¢ER A2)tt¥ Name of firm (where appropriate) Address £&r4Ff-14Th NDRA¥ Post Code Dale delete or circle as appropriate Fm Reyvw I￿￿?3 Swaffham Melhodisl Church churches-receiptS-and-paymenls-2023 FINAL 5of5