



## **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 refer**e**<br>nce||
|---|---|---|
|Summ**a**<br>the ch**a**<br>governi<br>ry of the p**u**<br>rity as set**o**<br>ng docum**e**<br>rposes of<br>ut in its<br>nt|Para 1.17|Th**e**<br>A T**h**<br>acc**o**<br>the<br>B A<br>Co**n**<br>oth**e**<br>C A<br>Inst<br>Met<br>D A<br>sub<br>Ch**u**<br>purposes**o**<br>e advanc**e**<br>rdance wi**t**<br>Methodist**C**<br>ny charitab<br>nexional,**D**<br>r organisa**t**<br>ny charitab<br>itution sub**s**<br>hodist Chu**r**<br>ny purpose<br>sidiary or a<br>rch<br>f the Meth**o**<br>ment of th**e**<br>h the doctr**i**<br>hurch<br>le purpose<br>istrict, Cir**c**<br>ion of the**M**<br>le purpose<br>idiary or a**n**<br>ch<br>of any ch**a**<br>ncillary to t**h**<br>dist Chur**c**<br>Christian**f**<br>nal standa<br>of any<br>uit, local o**r**<br>ethodist**C**<br>of any Soc**i**<br>cillary to t**h**<br>rity being**a**<br>e Methodi**s**<br>h are<br>aith in<br>rds of<br>hurch<br>ety or<br>e<br>t|
|Summ**a**<br>activiti**e**<br>purpos**e**<br>benefit,<br>activiti**e**<br>identifi**e**<br>ry of the m<br>s in relatio**n**<br>s for the p<br>in particul**a**<br>s, projects<br>d in the ac**c**<br>ain<br>to those<br>ublic<br>r, the<br>or services<br>ounts.|Para 1.17 a**n**<br>1.19<br>d|Re**g**<br>ma**d**<br>als**o**<br>me**e**<br>a s**p**<br>Stu**d**<br>A w<br>for**y**<br>visi**t**<br>ser**v**<br>wh**o**<br>In a<br>a m<br>isol**a**<br>ser**v**<br>tim**e**<br>Th**e**<br>use<br>pra**c**<br>as**a**<br>ular Sund**a**<br>e welcom**e**<br>to weekd**a**<br>tings, whi**c**<br>eaker or h**a**<br>y or praye<br>elcome is**e**<br>oung peo**p**<br>ors also pr**o**<br>ice for chu<br>are in nee<br>ddition, a**w**<br>eeting plac<br>ted and v**u**<br>ed and bo**o**<br>to time.<br>church is**a**<br>rs includin**g**<br>titioners a**n**<br>bout clima**t**<br>y services**a**<br>. This wel**c**<br>y activities<br>h may be**s**<br>ve a Chris**t**<br>r.<br>xtended to<br>le and to f**a**<br>vide a car**e**<br>rch memb**e**<br>d.<br>eekly drop**-**<br>e, for anyo**n**<br>lnerable. F<br>k stalls ar**e**<br>ble to hos**t**<br>health an**d**<br>d local int**e**<br>e change.<br>t which all<br>ome is ext**e**<br>in the form<br>ocial in nat<br>ian focus,<br>uniformed<br>milies.  Pa**s**<br>in the co**m**<br>rs and for**o**<br>in facility p<br>e, includin<br>ree drinks**a**<br>available**f**<br>a wide var<br>wellbeing<br>rest group**s**<br>are<br>nded<br>of<br>ure with<br>Bible<br>groups<br>toral<br>munity<br>thers<br>rovides<br>g the<br>re<br>rom<br>iety of<br>such|
|Statem**e**<br>whethe<br>had re**g**<br>issued<br>Commi**s**<br>nt confirm<br>r the truste**e**<br>ard to the**g**<br>by the Cha**r**<br>sion on p**u**<br>ing<br>s have<br>uidance<br>ity<br>blic|Para 1.18|Th**e**<br>Trustees**a**<br>re aware o**f**<br>the guida**n**<br>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<br>including program related<br>investment|Para 1.38|The charity has invested in improved<br>facilities and continues to develop contact<br>programmes.|
|Contribution made by<br>volunteers|Para 1.38|Volunteers currently provide for all activities<br>undertaken by the Church. This includes<br>hospitality and catering, finance, planning,<br>marketing and communications and<br>stewardship of the building.|
|Other|||



## **Achievements and Performance** 

||SORP reference||
|---|---|---|
|Summary of the main<br>achievements of the charity,<br>identifying the difference the<br>charity’s work has made to<br>the circumstances of its<br>beneficiaries and any wider<br>benefits to society as a<br>whole.|Para 1.20|・We have promoted the church, facilities<br>and programmes in local publications and<br>this has increased take-up, including rentals<br>for local authority events and well-being<br>services and to a variety of local<br>organisations.<br>・The membership of the church has<br>stayed constant, in spite of the<br>loss of numbers of members through illness<br>or old age, as new Swaffham residents have<br>joined. Local uniformed groups join in for<br>major festivals bringing younger people into<br>the church’s sphere.<br>・There have been a number of family<br>baptisms and the bright and open aspect of<br>the interior has made the church a preferred<br>venue for remembrance occasions.<br>・The location of the church in the town<br>centre makes it inviting to dropping in, and<br>the internal changes and addition of<br>programmes such as drop-ins and a<br>friendship club have been effective in<br>increasing occasional footfall.<br>・The church’s ability to network in the local<br>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<br>objectives set|Para 1.41|**N/A**|
|---|---|---|
|Performance of fundraising<br>activities against objectives<br>set|Para 1.41|**N/A**|
|Investment performance<br>against objectives|Para 1.41|**N/A**|
|Other|||





## **Financial Review** 

|**Financial Review**|||
|---|---|---|
|Review of the charity’s<br>financial position at the end<br>of the period|Para 1.21|The charity holds consolidated funds of<br>£46,276 a proportion of which is held in<br>ethical investments.|
|Statement explaining the<br>policy for holding reserves<br>stating why they are held|Para 1.22|The charity has reserves equivalent to 3<br>months’ running costs and seeks to<br>increase this whenever possible.|
|Amount of reserves held|Para 1.22|£9,000|
|Reasons for holding zero<br>reserves|Para 1.22|N/A|
|Details of fund materially in<br>deficit|Para 1.24|None|
|Explanation of any<br>uncertainties about the<br>charity continuing as a going<br>concern|Para 1.23|None|



|**Additional information (optional)**<br>You may choose to include further statements|**Additional information (optional)**<br>You may choose to include further statements|where relevant about:|
|---|---|---|
|The charity’s principal<br>sources of funds (including<br>any fundraising)|Para 1.47|Inward facing donations and outward facing<br>events.|
|Investment policy and<br>objectives including any<br>social investment policy<br>adopted|Para 1.46|Investments are with the Central Finance<br>Board of the Methodist Church and as such<br>are held in ethical funds.|
|A description of the principal<br>risks facing the charity|Para 1.46|Declining membership would result in<br>reduced donations.  Ageing membership<br>would result in reduced volunteering.|
|Other|||





## **Structure, Governance and Management** 

|Description of charity’s<br>trusts:|||
|---|---|---|
|Type of governing document<br>(trust deed, royal charter)|Para 1.25|Constitution|
|How is the charity<br>constituted?<br>(e.g unincorporated<br>association, CIO)|Para 1.25|Association|
|Trustee selection methods<br>including details of any<br>constitutional provisions e.g.<br>election to post or name of<br>any person or body entitled<br>to appoint one or more<br>trustees|Para 1.25|Appointed by Church members|



## **Additional information (optional)** You may choose to include further statements where relevant about: 

||||
|---|---|---|
|Policies and procedures<br>adopted for the induction and<br>training of trustees|Para 1.51||
|The charity’s organisational<br>structure and any wider<br>network with which the<br>charity works|Para 1.51|The church is governed under the oversight<br>of the Methodist Church in Great Britain.|
|Relationship with any related<br>parties|Para 1.51|The church is governed under the oversight<br>of the Methodist Church in Great Britain and<br>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<br>Swaffham<br>Norfolk<br>PE37 7DD|
|||





## **Names of the charity trustees who manage the charity** 

|1<br>2<br>3<br>4<br>5<br>6<br>7<br>8<br>9<br>10<br>11<br>12<br>13<br>14<br>15<br>16<br>17<br>18<br>19<br>20<br>20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**<br>**year **|**Name of person (or body) entitled**<br>**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<br>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<br>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<br>held in this capacity|None|
|---|---|
|Name and objects of the<br>charity on whose behalf the<br>assets are held and how this<br>falls within the custodian<br>charity’s objects|Buildings are held on behalf of the Methodist Church in<br>Great Britain.|
|Details of arrangements for<br>safe custody and<br>segregation of such assets<br>from the charity’s own assets|Governed by Trustees for Methodist Church Purposes<br>(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**<br>**adviser**<br>**Name**<br>**Address**|||
|Architect/<br>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 fO￿ard 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(ArCou￿sCh￿ICtp￿ctIMs-I￿d￿Yn￿Nk2Q2￿￿arny 4

Swafftwm Melhodtst
Church
SECT￿ E
Followth•
Summary ¢hutch fvrth2yeai ended 31 2024 ￿ Iniwa* Organts*iXtsferrtrfbW ￿ theCtrAxth CoLY￿￿hVtth Meètsw. ihal ￿efUndS
n Infemsl TrganiSÈtsnwOukl rKrfm*Èy be Res1￿ funds dEarfy th*1W<￿￿ bp u5vJfr)rèfry PLYf4)se muStb•
mpwed to arn¥e att￿ grgls IrLornE tolas crfthe CbL¥th. Ifoross InLLimeeXteetstr*P4x￿$thrWW, methdolg¢counbry
ANDA DIFFERENT FORK4 Tmstbe L¢ed xc¢¥Jrts I¥LX Plosg¢rslNk) traD*rs thèDI$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
B￿k Cu(fwiAccount
21.ts)1
25.259
Bank De
IA(xounl
Gentr4 Fina￿ Pr•rd
21.559
19,082
TruSteesfc*Kleu)odiStChurth Pwp)ae5
1,025
1,935
SU8 TOTAL. Church i(¢0￿￿tr
43,585
Totd fundswd by
atwx ktyfrom gbovel le121
TOTAL CASA FUNDS ￿LD BY CHURCH
43,$85
46,276
SECTK)N G
31 2024
OTHERASSETSand LIA&LITIES
InYtstn*nL%
Land & Bu1￿
see K¢es Tr IDsur*￿e¥auF
1.565.￿5
1,620 377
110945
114829
LoAn
. dmountOUts&nd"
f4 FL￿$ Atth¢Cenwal F1w1￿ P￿d
r5 I￿4￿￿&0n1Y hgK AtTn￿￿esfvr￿otlVjJ￿ehurtkn PLry6ey
91 Indudeany Imtthecasb el￿Trt r4 T￿PtrustS 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 i￿lUde all funds under the contrd of the chU￿h
trUSt￿s.
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 DIrect￿n$ given by the Charrty
Commission under section 14515llbl of the Act.
delete or circle as appropriate
4of5

Name of Church ...
Indèpondent Examln*s 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 ac￿UntIng records w8ie not kept in actt)rdan￿ ¥￿th sectiw 130 oflhtrNrt r
the accounts do not acoyd with a￿Unting 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 ena￿e a Fwer ￿￿r$I2￿jlng ol the
accounts to be reached.
I havelhow•NoblairEd iThYependent verific*tron 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 p￿ds) a the
balants theet date.
Sign8lure of independent èxam#ier
Name 0f￿￿ependerrt ex8minÈr ........... ..
Relevant professional qualificab'on of 1rKIeFend￿I pJarniF
Name of firm Iwkere aFpropriatel
Post C(MJe
Datè
delete w crcle as appropriate
Slandatd Form ofAccountsChUKh-￿￿pl￿yMe￿t￿2o2&b?￿rynC8
Sof5

Name of Church ...
Indèpondent Examln*s 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 ac￿UntIng records w8ie not kept in actt)rdan￿ ¥￿th sectiw 130 oflhtrNrt r
the accounts do not acoyd with a￿Unting 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 ena￿e a Fwer ￿￿r$I2￿jlng ol the
accounts to be reached.
I havelhow•NoblairEd iThYependent verific*tron 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 p￿ds) a the
balants theet date.
Sign8lure of independent èxam#ier
Name 0f￿￿ependerrt ex8minÈr ........... ..
Relevant professional qualificab'on of 1rKIeFend￿I pJarniF
Name of firm Iwkere aFpropriatel
Post C(MJe
Datè
delete w crcle as appropriate
Slandatd Form ofAccountsChUKh-￿￿pl￿yMe￿t￿2o2&b?￿rynC8
Sof5