Trustees’ Annual Report for the period
From 01.09.2023 Period start date To 31.08.2024 Period end date Charity name: Swaffham Methodist Church
Charity registration number: 1163777
Objectives and Activities
| SORP refere nce |
||
|---|---|---|
| Summa the cha governi ry of the pu rity as seto ng docume rposes of ut in its nt |
Para 1.17 | The A Th acco the B A Con othe C A Inst Met D A sub Chu purposeso e advance rdance wit MethodistC ny charitab nexional,D r organisat ny charitab itution subs hodist Chur ny purpose sidiary or a rch f the Metho ment of the h the doctri hurch le purpose istrict, Circ ion of theM le purpose idiary or an ch of any cha ncillary to th dist Churc Christianf nal standa of any uit, local or ethodistC of any Soci cillary to th rity beinga e Methodis h are aith in rds of hurch ety or e t |
| Summa activitie purpose benefit, activitie identifie ry of the m s in relation s for the p in particula s, projects d in the acc ain to those ublic r, the or services ounts. |
Para 1.17 an 1.19 d |
Reg mad also mee a sp Stud A w fory visit serv who In a a m isola serv time The use prac asa ular Sunda e welcome to weekda tings, whic eaker or ha y or praye elcome ise oung peop ors also pro ice for chu are in nee ddition, aw eeting plac ted and vu ed and boo to time. church isa rs including titioners an bout climat y servicesa . This welc y activities h may bes ve a Christ r. xtended to le and to fa vide a care rch membe d. eekly drop- e, for anyon lnerable. F k stalls are ble to host health and d local inte e change. t which all ome is exte in the form ocial in nat ian focus, uniformed milies. Pas in the com rs and foro in facility p e, includin ree drinksa availablef a wide var wellbeing rest groups are nded of ure with Bible groups toral munity thers rovides g the re rom iety of such |
| Stateme whethe had reg issued Commis nt confirm r the trustee ard to theg by the Char sion on pu ing s have uidance ity blic |
Para 1.18 | The Trusteesa re aware of the guidan ce. |
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 for local authority events and well-being services and to a variety of local organisations. ・The membership of the church has stayed constant, in spite of the loss of numbers of members through illness or old age, as new Swaffham residents have joined. Local uniformed groups join in for major festivals bringing younger people into the church’s sphere. ・There have been a number of family baptisms and the bright and open aspect of the interior has made the church a preferred venue for remembrance occasions. ・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 where relevant about:
| Achievements against objectives set |
Para 1.41 | N/A |
|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | N/A |
| Investment performance against objectives |
Para 1.41 | N/A |
| 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 £46,276 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 | £9,000 |
| 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. Ageing 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 | |||
| Muriel Olive Bean | ||||
| RayCunningham | ||||
| Jan Hills | Resigned 01/11/2023 | |||
| Pat Edwards | Steward | Resigned 30/06/2024 | ||
| Revd Jacqui Horton |
Minister | |||
| David Jones | Steward | Appointed 30/06/2024 | ||
| Susan Jones | Steward | Appointed 30/06/2024 | ||
| Grant Kennedy | PropertySteward | |||
| Christel Peck | Resigned 12/06/2024 | |||
| Michael Peck | Resigned 12/06/2024 | |||
| Sarah Rodgers | Treasurer | |||
| Sandra Simm | Secretary | |||
| Jennie Tasker | ||||
| Jo Trick | Senior Steward | |||
| Anne Thorp | Steward | |||
| Barrie Thorp | ||||
| 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 13th M ay 2025
CHURCH RECEIPTSAND PAYMENTS ACCOUNTS THE METHODIST CHURCH STANDARD FORM OF ACCOUNTS Swaffliam Methodist Church FOR THE YEAR ENDED 31 August 2024 Central Norfolk Circuit Clrcuit Circult no. 14115 Registered Charity - Charlty Reglstratlon nurnber 1163777 If not a registered charity HIS Majesty's Revenue and Customs Glft Ald number (rhe HMRC number is equivalent to a registered charity number in tem)s of evidence of charitable status and may be used to give to donors or grant funders wishing to see evidence of the organisation's charilable status. Methodist charities in England and Wales that are not registered charities are excepted from registrab'on under Statutory Instrument 2014 No.242) Not applicable Minister- Rev. Jac ui Horton Church Slewards: Mrs Pat Edwards 10 3016124 Mr David Jones appointed 3016124 Ars Susan Jones appointed 3016124 Mr5 Sandra Simm Mrs Anne Thorp Mrs Jo Trick Treasuref". Ms Sarah Rodgers Standard Fom of Accounts church-recelpls-and-paymenls-20244)ala 4 1 of5
ACCOUNTS FOR THE YEAR ENDED 31 AUGUST 2024 Swaffliam Methodist Chur¢h Unrnslrfctsd Restricted Totals thi8 Funds Funds year Toto18 last year SECTIOM A a1 RECEIPTS a2 Offerin s and Tax recovered Bank and CFB interest and Investment income 29.924 139 30.063 32,312 a3 1.388 1.582 528 Lettin 4.768 8,294 44.374 4.768 9.064 4S.477 14.045 a5 Other receipts TOTALRECEIPTS 770 6.595 53.480 a6 1.103 {a71 SECTION b1 PAYMENTS b2 Circuit Assessment or Share 28.215 28.215 26,298 b3 Donabons 850 850 924 Re irs and Maintenance Utilities Ilnsurances, water charges, heating & lighb.ngl Adminislralion, Licences and Comms Other payments TOTAL PAYMENTS 6.056 6.056 22.379 b5 6,047 6.047 5,359 1,138 365 1.239 1.239 380 b7 380 b8 42,786 42.786 Ib9} 56,463 SECTION C NET RECEIPTSIPAYMENTS FOR THE YEAR c1 a6-b8 1,588 1.103 2.691 2,983 Total fund5 brought forvrdrd from last year c2 42,491 1.094 43.585 c61 46,568 c3 Sub totsl c1+c2 44.079 2.197 46,276 43,585 Transfers and ad'ustments c7 c5 TOTAL FUNDSAT END OF YEAR {c3+c4) 44.079 2,197 46,276 Ic81 43,S8S (¢61 SECTION D FOR INFORMATION ONLY: MONEY RECEIVED AND PASSED ON TO EXTERNAL ORGANISATIONS Ithes& amounts are not to be included in total rÈctiptslpaymènts figures above} d1 Balance brou hl fOard from last ear 158 151 d2 Offerin sIGifts- received for extemal or anisations 550 931 d3 OfferingslGifts - passed to exiemal organisalKJns 708 924 d4 BALANCE STILL TO BE PAID {d1+d2-d31 158 2of5 Swdard fonn 0(ArCousChICtpctIMs-IdYnNk2Q2arny 4
Swafftwm Melhodtst Church SECT E Followth• Summary ¢hutch fvrth2yeai ended 31 2024 Iniwa OrgantsiXtsferrtrfbW theCtrAxth CoLYhVtth Meètsw. ihal efUndS n Infemsl TrganiSÈtsnwOukl rKrfmÈy be Res1 funds dEarfy th1W< bp u5vJfr)rèfry PLYf4)se muStb• mpwed to arn¥e att grgls IrLornE tolas crfthe CbL¥th. Ifoross InLLimeeXteetstrP4x$thrWW, methdolg¢counbry ANDA DIFFERENT FORK4 Tmstbe L¢ed xc¢¥Jrts I¥LX Plosg¢rslNk) traDrs thèDI$th¢i INTERNAL (NteANisAmoNS ¢2 t3 e7 Sub to& ollthrn OrgAnlsabons luThSs è12 Church accourbtslt¢>t broughtlthvArd from p 2-tot4h tdumnl TAL BYCHURCTr¢ 45N77 a71 42,786 (¢7) 43.585 {c61 46.276 (1 eLO 45N77 1$ 43.585 48,276 Ccrtlinueona separatethoDI il necessaryand bmgth2 TOTAL RECEPTS SECTION F CLOSING ALANCE3 CHURCH.¢ASH FuKJ$ HELDJtJ1 t2024 Cash In hand Bk Cu(fwiAccount 21.ts)1 25.259 Bank De IA(xounl Gentr4 Fina Pr•rd 21.559 19,082 TruSteesfcKleu)odiStChurth Pwp)ae5 1,025 1,935 SU8 TOTAL. Church i(¢0tr 43,585 Totd fundswd by atwx ktyfrom gbovel le121 TOTAL CASA FUNDS LD BY CHURCH 43,$85 46,276 SECTK)N G 31 2024 OTHERASSETSand LIA&LITIES InYtstnnL% Land & Bu1 see K¢es Tr IDsure¥auF 1.565.5 1,620 377 110945 114829 LoAn . dmountOUts&nd" f4 FL$ Atth¢Cenwal F1w1 Pd r5 I4&0n1Y hgK AtTnesfvrotlVjJehurtkn PLry6ey 91 Indudeany Imtthecasb elTrt r4 TPtrustS aE(xMffts knèf5 3ofS
SwAFFllft.ffj. YIEtAofs.itr....CKv.rt.cA No..... .... Nameofchurch........... Declarations and Scrutiny I confimi Ihal these Receipt and Payment based a(Unts forthe year to 31 August 2024 have been prepared from the records of the Chur¢h and that they ilUde all funds under the contrd of the chUh trUSts. Signature oflreasurer.................. Nameand addressoftreasurer........... ....... ....... . Post C(MYe.. Presentstion to the Church trnstees I confim that the annLJal rerx)rt and accounts for the year ended 31 August 2024 wereknil presented to the meeting of the Church trustees held on .C).,..10 . 2D2+ Signature of the Chair of the meeting Name ofthe Chair of the meeting Independent Examinerfs Report to the Trustees of the i !.gS.777 Charity Number... Responsibilities and basis of report I report lo the trustees on my examination of the a¢¢ounls of Ihe for the year ended 31 August 2024 set ¢yJt on pages .1 lo J. As the Church's trustees, you are responsible for the preparation of the accounts in accordan wi(h the requirements of the Charities Act 2011 {'Ihe Act,). I reFKJrt in resp of my examination of the Church's accounts caNied out under Seth"C 145 of the Act and, in carrying out my examination, I have followed all the appluble DIrectn$ given by the Charrty Commission under section 14515llbl of the Act. delete or circle as appropriate 4of5
Name of Church ... Indèpondent Examlns Slateme I have 0)M¢ted my trxaminat. I confirm that no material mattets have c(Kne to my attention in ccinnection wth the exarninats'on (other Ihan Ihat th.)Sed whth give me USe lo Wieve Ihal in, any matenal r8specL" the acUntIng records w8ie not kept in actt)rdan ¥th sectiw 130 oflhtrNrt r the accounts do not acoyd with aUnting rwds. I have rK) concems aThJ have come across (thr matters connecticn Ihe eXaDunaD( tr) which attention should t itrawn in this reFo)rt in uder to enae a Fwer r$I2jlng ol the accounts to be reached. I havelhow•NoblairEd iThYependent verifictron of all investrnents th the Tru51eÈs for Metlmxlist Church Purpostss or hekl in other trusts. bank balan and fiJnds at the Central Finan Board of Ihe Methodist Church which 8re irKliMdualty in èx(ss of £10.(KM) (ten tIKMts*KI pds) a the balants theet date. Sign8lure of independent èxam#ier Name 0fependerrt ex8minÈr ........... .. Relevant professional qualificab'on of 1rKIeFendI pJarniF Name of firm Iwkere aFpropriatel Post C(MJe Datè delete w crcle as appropriate Slandatd Form ofAccountsChUKh-plyMet2o2&b?rynC8 Sof5
Name of Church ... Indèpondent Examlns Slateme I have 0)M¢ted my trxaminat. I confirm that no material mattets have c(Kne to my attention in ccinnection wth the exarninats'on (other Ihan Ihat th.)Sed whth give me USe lo Wieve Ihal in, any matenal r8specL" the acUntIng records w8ie not kept in actt)rdan ¥th sectiw 130 oflhtrNrt r the accounts do not acoyd with aUnting rwds. I have rK) concems aThJ have come across (thr matters connecticn Ihe eXaDunaD( tr) which attention should t itrawn in this reFo)rt in uder to enae a Fwer r$I2jlng ol the accounts to be reached. I havelhow•NoblairEd iThYependent verifictron of all investrnents th the Tru51eÈs for Metlmxlist Church Purpostss or hekl in other trusts. bank balan and fiJnds at the Central Finan Board of Ihe Methodist Church which 8re irKliMdualty in èx(ss of £10.(KM) (ten tIKMts*KI pds) a the balants theet date. Sign8lure of independent èxam#ier Name 0fependerrt ex8minÈr ........... .. Relevant professional qualificab'on of 1rKIeFendI pJarniF Name of firm Iwkere aFpropriatel Post C(MJe Datè delete w crcle as appropriate Slandatd Form ofAccountsChUKh-plyMet2o2&b?rynC8 Sof5