LORD STREET WEST UNITED CHURCH TRUSTEES. ANNUAL REPORT FOR THE YEAR ENDED 31 DECEMBER 2023 REFERENCE AND ADMINISTRATION DETAILS Charty name.. Lord Street West United Church Chartly's principal address: Lord Street West United Church Lord Street West Southport Merseyside PR8 2BH Trustees during the year and since the year end= Hilary Ambrose Dorothy Anderson Wendy Aspin Joan Bennett Janet Broster Barry Edwards Maria Edwards Rev Patrick Evans Timothy Hall to 21 May 2023 from 1 April 2024 Minister Sandra Jackson Rachel Kinnings RLrth Lane Rev Peter Lyth Lesley Meredith Karen Phillips Rev Hilary Smith Margaret Smith Sylvia WaOn lan Wright Wendy Wright Susan Yelland to 30 March 2024 to 31 March 2024 Minister to 31 March 2024 to 21 May 2023 to 21 May 2023 Minister STRUCTURE. GOVERNANCE AND GEMENT The goveming document of Lord Street West United Church is the Constitution adopted on 6 May 2014. Lord Street West United Church is a charitable unincorporated association. Lord Street West United Church is a Local Ecumenical Partnership of the Methodist Church and the United Refom)ed Church. The charity is administered by a body of trustees consisting of: a) Ex officio Trustees, being the ministers of the Local Ecumenical Partnership for the time being b) Thirsty six Elected trustees are elected at the Annual Congregational Meeting,. and G) Not more than six Co-opted Twstees appointed by the Trustees
OBJECTIVES AND ACnWTIES The purpose of the charity is to advance the Christian faith in accordan with the principles and practices of the Methodist Church and the Untled Refonned Church. The trustees have had regard to the guidance issued by the Charity Commission's guidance on public benefit and, in particular, the specific guidance on charities for the advanrEment of religion. In achieving its purpose. the charity engages in a range of activities induding: al The Gelebration of public worship., b} The teaching of the Christian faith.. } Mission and evangelism., d) Pastoral work, including vistbng the sith and bereaved- e) The provision of facilities with a Christian ethos for the local community, induding the elderly, the young and other groups with special needs. and The support of other charities in the UK and overseas. ACHIEVEMENTS AND PERFORMANCE During the year ended 31 Dember 2023, Lord Street West United Church celebrated public worship every Sunday at 10.45 except on five Sundays when we had joint services with the other churches in the Southport and Fomby Team Ministry and on two Sundays when we had joint services with the other churches in the Southport Methodist Circuit. Worship is led by our ministers and by ministers and preachers from the Methodist and United Refomed Churches. The music in our worship is enhanced by our choir and organist. JAM Club (Jesus and Mel for children took pla at the same time as the morning seN1. On Wednesday mornings there was coffee and fellowship at 10.30am followed by a service from 11.15amto 1145am. Messy Church, for families, was held on some Saturdays during the year. Pastoral care is provided by the minister, outreach and pastoral worker and pastoral visitors. Each member has a pastoral visitor, Ccpordinated by our pastoral secretary. Our Outreach and Pastoral Worker also tskes Extended Communion to those vtho cannot attend church and organises Messy Church, Litt Fishes, Baby Boogies and Matewatchers. The work of the church was also carned out through the followng church organisations.. Monday Fellowship Parent and Toddler Group knovm as Little Fishes Baby Boogies Matewatchers West End Players Youth Club
FINANCIAL REVIEW During the year ended 31 Dember 2023. on the unrestricted funds, payments exceeded receipts by £66,498. The defirAt arose largely because of a payment for materials for the hall roofs and an increase in the cost of gas. electricty and water. The largest item of payments are the assessments and contributions paid to the Methodist Church and the United Refomied Church, vthi¢h pay for the costs of ministry and the vder work of the two denominations. The unrestricted funds had balanes of £375,072 at 31 December 2023, comprising General Fund of £50.000, Legacy Fund of £229,475 and Sunter Fund of £95,597. The Sunter Fund has been designated to pay for the Lay Worker. The restricted funds 01 £5,569 comprised the Benevolent Fund of £355, Roof Fund of £3,951, Fridge Fund of £400 and the unspent balan of a grant reIVed for the youth club of £863. The church organisations had opening balances of £6.148, reiptS of £5,960, payments of £2,546, contributions to the church of £2.600 and dosing balan$ of £6,962. RESERVES POLICY A minimum of £50.000 of unrestric*ed funds is held to cover six months, assessments, contributions and running costs. Approved by the Church Council 10 September 2024 Rev P Evans Chair
CHURCH RECEIPTS AND PAYMENTS ACCOUNTS THE METHODIST CHURCH STANDARD FORM OF ACCOUNTS Lord Street West United Church FOR THE YEAR ENDED 31 December 2023 Southport Circuit Circuit no. 18119 Registered Charity - Charity Registration number If not a registered charity Her Majestys Revenue and Customs Gift Aid number (The HMRC number is equivalent to a re9iStered charity number in temis of evidenc8 of charitable status and may be used to give to donors or grant funders wshing to see evidence of the organisation's charitable status. Methodist charities in England and Wales that are not registered charities are excepted from registration under Statutory Instrument 2014 No.242) 1163996 Minister= Church Stewards: Hilary Ambrose Dorothy Anderson Barry Edwards Chris Lane (to 23 October 2023) Ruth Lane Lesley Meredith Wendy Wright Treasurer. lan Wright Standard Accounts 2023 1of5
ACCOUNTS FOR THE YEAR ENDED 31 DECEMBER 2023 Lord Street West United Church Unrestrkted R•strictsd Totsl¥ this Funds Fund$ year Totals last year SECTION A a1 RECEIPTS Notg a2 Offerin s and Tax recovered Bank and CFB interest and Investment income 23.318 23,318 19.866 a3 9,495 54,207 21.939 108,959 9,495 2.255 a4 Lettin 54.207 24,322 111.342 59,950 96,233 178,304 a5 Other reeeipts TOTAL RECEIPTS 2.383 2,383 a6 la71 SECTION B b1 PAYMENTS b2 Circuit Assessment or Share 31.670 2.130 31,670 36,265 b3 Don31ion5 2,130 1,990 23,621 Re airs and Maintenan Ulililies Ilnsurances, water charges, healin & li hting) La Wother 28.807 28.807 b5 41.842 41,842 27,090 b6 20,071 50,937 175.457 20,071 51,763 176,283 18,404 30,083 137.453 b7 Other payments TOTAL PAYMENTS 826 b8 826 Ib91 SECTION C NET RECEIPTSIPAYMENTS FOR THE YEAR c1 a6-b8 66.498 1,SS7 64.941 40.851 Total funds brought forward from last year 439.070 3.912 442,982 c6 397.300 Sub total c1+c2 372.572 5,469 378.041 438,151 Transfers and ad'u5tmenls 100 2,600 c7 4,831 TOTAL FUNDS AT END OF YEAR {c3+c4) 375.072 5.569 380.641 Ic81 442.982 Ic61 SECTION D FOR INFORMATION ONLY: MONEY RECEIVED AND PASSED ON TO EXTERNAL ORGANISATIONS thesg amounts aro not to be Included In total rgceiptslpa ents fi ures above) d1 Balance brou ht forward from last ar d2 Offerin sIGifts- received for extemal o anisations 753 593 d3 Offering8lGifts - passed to extemal organisalions 753 593 d4 BALANCE STILL TO BE PAID {d1+d2-d3} 2of5 Standard Accouftts 2023
Lord Street West Unsted Church URCH ACC AND IPllE NC SECTION E Ple e GuIda1 eth Summaty ol the atttrJnts forthe year ended 31 Oecember2023 and Iniemal Organ1 rerthNJtothe Ch Cwnivchureh Nole that the funds ol an Inkrn81 Oroanisakn 11 wimaiiy be Re5thct&d urKSS rtc(xJkJ becarty thVWcW MeitKYJi5t pUrrA Thi$ stion mu51 be covnpleted to arrive81 09r(l55 irKome and exrrt totasofthe Church. Kgros$ ItKwEexeeds the knuabthtPshokJ then the Accruala moiw of aGcounling ANDA DIFFERENT FORM must t0 (see MetyKwJtthel. Pkase thto tr9u#lance noks rep&raing Irdn51er5 beNEe the Distnciand eonnected DistridOrganIs¥bs. INTERNAL ORGANISAMONS Opening balances baknces Flower Fund 25 ond Fello¥bI 852 572 428 ei W¢8t End P 951 1156 W•8t End P rs Junlor¥ 81S 236 258 Youth Club iotsi Intema OrgaThisatk)ns lund$ 3h14 6,148 6,962 Church aecounil (totsls brought rorward from pa 2-totals columnl L9 111,342 17628J {b9Tr (61941 Ic7} 442.982 Ic61 380,641 BY CHURCH 117.302 178l29 161.W 449.130 387.603 Continueon a sepsth s rfneces53ry and brirKJ totals fofvord TOTAL RECEIPTS TOTAL PAYMENTS SECnON F OPENING CLOSING BAL4NCES CHURCH. CASH FUNDS HELDat 31 Doc20?3 cash kn h8nd Bank cUrrentAOun1 47 Bank De rtAtcrrt f4 entral Financtr Board 179 957 TfLb5tses for klthcrfl81 Chu 171774 185,812 Otlrlunds SUB TOTAL-Church ¥¢ounts Total funds he by Intetnal orgaSatM8 balance totalfrn above) le121 380,641 6.148 6.962 TOTAL CASH FUNDS HELD BY CNLIRCH 449.130 387.603 8ECllON G Al 31 Deean OThER A&SETS ond LIABILMES 2.899 2,787 Land & Bulldln see rth re IWr8rKevak} 13,843.522 16.604,746 Loan . Sh 8mount¢yJtstsn (ther f4 Incjude onty althe cen FrArKe P f5 Indude On Funds alTrustees INMetWi$i PurF*X88 91 Ilu&SnyoIinye5trts Inthe &75h CITIp
Name of Church Lord Street West United Church No 1163996 Declarations and Scrutiny I confirm that these ReIpt and Payment based accounts for the year to 31 December 2023 have been prepared from the records of the Church and that they include all funds under the control of the Church trustees. Signature oftrea$urer........................ Date 24th August 2024 Name and address of treasurer lan Wright 15 Stretton Drive, Southport, Metseystde Post cCe PR9 7DR Pro8entation to tho Church trustees I confimi that the annual port and accounts for the year ended 31 Dernber 2023 were presented to the meeting of the Church Injstees he on 1 Oth September 2024. signatu of the Chair of the meeting Narne of the Chair of the meeting pev PAlpic euAbJ£ 10.9.1 Independent Examinerfs Report to thé Trustees of the Lord Street West United Church Charity Number 1163996 Responsibilities and basls of report I report to the truslees on my exarnination of the accounts of the Lord Street Wesl United Church for the year ended 31 December 2023 set out on pages 2 to 3 As the Church's trustees, you are responsible for the preparation of the accounts in aexordance wrth the requirements of the Charities Acl 20111'the Act'i. I report in respect of my examinalton of the Church's accounts carried out under section 145 of the Act and, in carrying out rny examination, I have followed all the appluble Directions given by the Charrty Commission under sectK)n 145151(bl of the Act. delete or circle as appropriate 4of5
Name of Church Lord Street West United Church No 1163996 Independent Examiner's Statement I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination (other than that disclosed below") which give me cause to believe that in, any material respect: the accounting records were not kept in accordan with section 130 of the Act., or the accounts do not accord with the accounting records. I have no COnmS 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. I haFe/have not" obtained independent verification of all investments with the Trustees for Methodist 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 balan sheet date. Signature of independent examiner Name of independent examiner Relevant professional qualification of independent examiner Name of fimi (where appropriate) Address Post Code ft9ryo Date delete or circle as appropriate Stsndard Accounts 2023 5of5