Epworth Old Redtory ANNUAL REPORT: EPWORTH OLD RECTORY (OPERATIONS) FOR THE YEAR ENDED 31 DECEMBER 2025 A REGISTERED CHARITY IN ENGLAND & WALES: 1165387
EOR-131 Document Reference: EOR_131 Iicm AN)rOV. ITralc Report prTed to Charitable I l March 2026 20 March 2026 InCorrated (hganisaiion ReEK)rt presented to the F'pworth Old Rectory TnLSt 14 April 2026 Rerrf)rt Indedent[Y F.X¥llnined
EOR-131 Conienls Intr1CtIOn and Background..-...-.......... B#ekgrollnd tn the 2024 Repvrt............-.....-........ .2 Historical Inforniation IJ Legal StAtus.................-.....-........................ AdministratiNe Details . Charil). Details.. Direclors who have held oifj¢e during 2025 ... SiruciurL', Go%'¥rnancu and ManaokEncni Dgte and Nature of the GoN"erninE Documcnt..............-..-.................. The DireLlor%....-................ Addition411 ¥ovLmanLL iSSULS.....-................... .... Recruitment. Nominatii)n and Apw)iDtment of New TTUStee5.................. i anagement 155ues . 4 Financial RevIe..........-..-................... 4.1 Anual.CC0uts........................... . 4.2 .Statement of the CIO'S policy on re5vn'es....... 4..3 Funds materillTr" Ill defiett..... 4.4 Exceptional ¥ircumstance5.-................... 4.5 Principal source5 of fundraising.. 5. objec11'e5 aiid Activities. S.1 Summan" of the Objects of the Charil)" as established in its Cl'ernIng Documenls 4.2 Ilow these objects are addressed. and slrategie5 IOT ¢hieving them . 5.3 Revie. of Charitable ..Ictivities in 202 13 5.4 J,ei'els of F.ngagement... S.S Particular A¢tivities that hai'e ¢akefi plaee in 2025: 18 6 Kiy ObJ¢iiives for ?026 (Action Planl........ 7 Annual Account5 lor Ep'0rth Old Rectory l?0?5)................... .. 7.1 Indvpemdent Examiner'5 report.-..-...-.............. 7.2 In£ome- expenditure .4ccount for CIO 1164387 7.3 Balanee sheet. .23 29 29 31 -33 7.4 Notes to the Accounts for the l'ear Ended 31 December 2025 .34 7.5 Funds............-................................ .35
EOR-131 l. IntrULlIOn and BdL Fr(iund 1.1 Baek2round to the 2025 Report Epw'orth Old Rectory (Operations). EOR (Ops), is registered wilh the Chariiy c.ommission as a Charitable Incorporated Organisation ICIO) in England and Wales. Its Charity RebFi%tration Nuinber is 1165387. It operates in partTJership with Epworth Old Rectory (Trust) which is r¥gislcrcd with. and overseen by, The Methodisi ChurLh in Gieal Britain (MCB). The relationNhip bLtwcL'n IOR (Ops) and EOR (TnJ%il is sct out in a Partn¢r%liip agyr¥x'm¥nt whiLh is doeLiIMented as F.OR-O16. 1.2 Historical Information Epworth Old Rectory (EOR) was, from 1695 to 1735. tbc family home of Samucl and Sii8anna ICs1iY and their 19 children lot 'horn 10 survii'ed) including John and Charles Wcsley, founders of Methodism. In 1709 the cxisting Tectory burncd to thc ground and the curreni building erected in ils place. The Old Reeiory is a Queen Anne Grade l Listed Building. li had a nuinber of extensions during the early 19th century.. Soine outbuildings were added in the late 19th and ?Oth centuries. The property slill retains oKeT 4 acres of glebe land _ ref¢rred to by thc Wesleys as 'thc croft, . in addition to fornial gardcns. The building continued to be used by the ChurLh of England Ils a rectory tor St. Andrcw's parish until 1954 whcn il 'aS bought by funds raised by rhL World MLihudist Council (WMC) and regtstered by the TNslees for Meihodisi Church Purposes ITMCPI. In 1957 il was opened to the general public as a museum dedicaied to the life and lime% of John and Charles Wcsley. and in parti¢ulaT. to th¢ influ¢nc¢ on thcm by ihcir parcnls Samuel and Susanna Wesley. A collection of historiexl objects and "Wesleyana" has grown over the years. with a library of books and documents connecied to the Wesleys being donated to the museum in the 1980s. 111 2015 an agFfLcmcnl Wils rached lo hou thc (Irchivcs ot SUCCL%SIN'C MLihodisl omen 5 In0K'eMen and to mount exhibilions featuring their ork. In 2023 the Valuaiion Office {HMRC) chanoed the designation of the property from a museum to a historic building. This reduced the raieable value by a significani amount.
EOR-131 Epworth Old Rectory opens for seven months of ihe year and receii'es visitors from all over the world.
EOR-131 .3 l.egal Status Epworth Old Rcclory 1% owncd by ihc WMC. ThL Tiilc Dccds arc held by thc TMCP on behalf of ihc WMC.. TIMCP arc Ihcrcforc thc Custodian TrustLes. o WMC and MCB are represented on EOR {T$t). a Board of Trnsiees which is appoinied b). Ihe Cont"erence of MCB. This Trust mana(yes the propert>. and oversees Ihe charitable activity which together are described as Ep'0rth Old Rectory IEORI. F.OR {Ops) is responsible for the dav_l(Hlay actl'111es. li is supported and overseen by EOR (Trust) The conslilutions of EOR ITru5tl and EOR IOps} are documented as EOR006 and EORO17 respectiN'¢ly. Th¢ fornial agrccmcnt iyhich scts out the rclation5hip bctwccn EOR(Trust) and EOR (Ops) is documenied as EOR-016 Epworth Old RLYrory is rL¥btrisieicd by ihc Valualion OtTicc as a historic building.
EOR-131 2. Administratii'e Deiails 2.1 Charit), Detdils Inlormation about The Charitv Charity Namc Ep'0rth Old Rcclory (OpLrations) Rcgi%lcrLd Charity Numbcr 165387 Date of ReLTiStratioii O? Fcbruary ?016 (0)o??016) Charity's Principal Address I RLclory Sireel Epworth North Lincolnshirc DN'9 IHX Website W..Ep.0rtholdReCIory.Or2.uk Financial Information IndcpcndLnt ExaminLr Glovcr dnd Co. Address Hi&Fh Sircet Epworth "onh Lincolnshir¢ DN9 IET Principal Bdnkcrg HSBC Bank PLC Address 31 Carolgate Reiford NottinghaiT]shirL DN22 6DA
EOR-131 Primarv Point of Contact Namc Dr Thon]as Dob.son Email Address Thomas.J.Dobson(aJouilook.com Postal Address 22 Windrush Hiehworth Sm'indon SN6 7DS 2.2 Directors who have held office durlng 202$ Officers I rs Sardh Friswell C'HAIR Mr John Purdy SECRETARY Revd. SIu<lrt Gunson TREASLIRER Director.5 of the Revd. Vicki Atkin.son C harity Mrs Kate Close Mrs Angela Cresi&'ick Ms. Abbie King Mr John L<imbL'rt Mr Oivcn ROrtS Mrs Rosanna Whitlaker Non-voting Observcrs who Mrs Bronwen Brdisdell R¢preseniatii e or "Methodist Woinen in Briiain, (MWIB)
EOR-131 aiicndcd mccting% in M% EIiz4ibcih DLnton Mu.%¥UTn DcvLlupmLnl Ollicer (Nquseuiii Developinent Nlorthl 2025 Mrs Sarah Maltby Sirategic ,Manager. EpOrth Old Rectory Ms Olivia Threlkeld Hertlage and ColleLlions oiricer, The Methodisl Church in Grcal Briiain
EOR-131 3. Structure Governance and Mana ement 3.1 Date and Nature of the Governing Document F.pworth Old Rectory (Operdtionsl is regii5tered as a CIO under The Charities Act (20(16). Tlie Charity Registration NumbeT is 1165i87. The Directors Governance ofEOR (Op5) is ihc rponSibl11tY of the DircctOP•. The Directors consist of a Chair. Secrelary, Treasurer. and up lo a Tnaximuin of tw'elve in iolal. At least 8 are appoinied by EOR (Trust) Included in thc abovc 8 there will bc one c.i u]fiL'iO Tni.%tcc (thc SLEperintcndcnt of ihc local Methodist Circuit. or their representalivel. The appuinled direLtors ivill Ihem5elves app)ini up to the mlMum vf n¥'elve to refleLt the required bdlan¢¢ uf knu.I¢dge arEd skills required. In addition lo thL DÉrcctors, four pcoplc allcnd their mceiings in a Tjon-voring capacity. The Strategic Manager. w'ho is eTTEployed by the Trustees. and is responsible for the day lo day running of EOR. as well as for overseeing ihe development work. A Mu%cum DcvelopmLnl OlcLr Tlie Meihi)dist Heritage and Collections Officer Thc Mcthodi.%t Dircctor of EngagLmcnt. The Directors operxte the site through the regular meetings of Ihe Direciof5. Additional gyoi'emance issues In ?019 tl)c Businc%s plan was rcvicwcd. and a fiic-ycar Forward Plan was prcparcd. This ts included in our portfolio of documents as EOR-031. All the policies referred to in tlie business plan are dvaildble for in5P¢Ction. Epworth Old Rectory is an Accredited Museum.
EOR-131 3.2 Recruitment, Nomination and Appointment olN'eM' Trustee5 The appoinlinent of new Directors will be made in accordance with ihe c.harity s Constilullon. which is document EOR-017. 3.3 Management 1s5UÈS Epivorth Old Rcclory cniploy% a part time Stratcgic Manager (SM) lor 16 hours pcr wcck, a Visitor and Collcclion.% Managcr {VCMI for ?5 hourq pcr wcek. an OuirLach. Learntngv aiid Engagemeni Manager (01.F.M) tor 22.5 hours per week and 3 part-lime stalTai a lolal 01. 27 hours per we¢k.
EOR-131 4 Financial Rei'iew 4.1 Annual .4ceounts The Annual accounts lor 2025 are included in this report. These accounts show tliat e.xpenditure exceeded income by £6407. An analysis of ihc fund.s thai arc hcld is shown H'iih thc account. Thcsc funds arc rcfcrred to bclow in the statemcnl of policy on rcscrn".c%. The Direclor.s thank: Siaff and volunlecrs who hard lo m41kc thc Old Rcciory %uch d pIciLtsurc lo visil. Fricnd% and donors who gii'c to hLlp thL work of the Old Rcclory. Thc warious organisations that have madc grdnts for 5cial projccts and thc gcncral runningy of the Old Reclory {Ihese are lisied below). 4.2 Stalement of the CIO'S pfjlici. on reserves Ai 31 DeLember 2025. the lollowing funds were held in ihe aLLounls'. ReslriLled Funds £45327 Designated £36391 Tolalling L81718 Noie.. In 2024 a Reslricled Grant of £60K Grant was made by the Westminsler College Oxford Trust 1Sh'COT) to fiEnd a two-year Community/outreach. learning and engageineni (OLE) projeci. At the end of the N-o years the remaining balance has been aUented by additional grdnls and lund% lo Conlinue thal M'ork. Thi% remains lIhin dic reslrictcd fund. In ?024 A iirant of £191.160 aH"ardcd from the National Lottcry Flcritagwc Fund INLHF). That ivill be completely speni when the Out of ihe Box projeci. for which il w35 awarded, is Lompleled in early 2026.
EOR-131 Reserves Polic for General and DesT al¢d Funds The annua5 turnoi.er of Epworth Old Rectory is Usuall). in the region of £IOO.000. This is income from trading. grJnts and donations that support its core 'Ork. This core work includes IhL employnienl of .4tall-. main(Lnance ol our mission. and the ntnning and mainlcnancL expcns¥% ot thc propcrty. Thc dLSircd Icl'cl of rc.wrvc which ihL DirectoTh fccl Cdli bL- juslificd is 4about half thc aiinual iurnover on this eore w'ork (t.e. £50.0001. ThL b<ilanLCS in Ihcsc ndS dt 3111212024 arc shown in SCLlion 7.5 of Ihi5 fLPUll. Thc %iirplu% in ihc accounts is Cdlcul¢ilLd as follows: l. Total assers are.. £1 ?0665 2. Resources held in designated and restricied funds £ 8 1718 SinLe our unreslriLied funds dre less than the hall. the annual iutnoi.'er. Iheii our res¢rv¢s dre fully committed. Reserves Policv for the Restricied Funds and Desi naled Funds The 'Sainuel IATesley Library" Fund and the 'Wallpaper PToject' Fund are rcslricted for peuilicd purposC5. Thc 'idUC of thc WCOT ¢7rani. rcnamcd ILS Community..'and 01.F. work haN'e bccn upplcmLntcd bv rcstrictcd g?rants and so rcmains a rc%trictcd fund committcd lo the eniploynienl of an Ouireach. Leaming and Engagemeni Manager (OLEM) and resourcing the project. 4.3 Funds materiall. in defieil There are no funds in deficit at the lime of reporting. 10
EOR-131 4.4 Exceptional circumstances The footfall at EOR remains similar lo last year and is steady. however the inconie froin il has shO.n an increase. These are sign5 that the visitor engaoemenl continues io reeoN'er to prc-covid IcvcI. DuriniT 2025 th¢ gardener has .en absent due io illness dnd rcsigFncd from hLr position from 31 DccLmbcr 2025 4.$ PrinLipal sources of fundraising The Trlislees of Epivorth Old Reciory lsh to acknoii.-ledge the following bodies which have supported their work.. The World Methodist Council (Annual Grant) The Priority Fund of the Methodist Church in Great Britain (The Methodist Conference which mel in July 2014 approved an annual Grani. This is lo be directed lo the employment of a 8uitablc qualiticd Managcr and will bc incrtr&scd annually in llnc wilh mcdsurc ot- inflalionl. The Arts Council Epworth Town Council A.ssociation of Indcpcndent MusLUrnS {various Granls) Muscum t)ev¢lopmcnt North IGrdnl and support) Wcslminsicr CollLkgYL Oxford Trn%l {WCOT) The Nalional Lollery Heriiage Fiind (NLHF) The Royal Society Thc Advancc Fund of ihc Lincoln%hire Methodist District (DAF grant) Mcthodist Women in Briiain (NIWIB) with M'hom an dgrcemcnl bLLn csiabli%hcd {.%cc bclow) The Fricnd5 vf Epworth Old ReLlury {Annual Mcnibcrship and Doiidtionbl 11
EOR-131 The volunteers at Epworth Old Rectory (see 4.a above) Other Donations Gifi Aid 12
EOR-131 5. Ob eclives and Actii'ilies 5.1 Summary of the Objects of the Charity as established in it5 CiOI'erTring Documents The Objecis of EOR(Ops) (ire "To adi'ance education b!, the establlshment and maintenance of a museum at the histor1¢ building identified as Epworth Old Rector).. This museum dedicated to the influence of the W'esle!. family tsn faith, social justice, M'orldwide Nlethodism and all people todav. hether they are of any religion or none.- 'rhis object is supported by Preserving and caring for Ihe fabric of the historic building (Cjrdde I listed.. F.pworth Old ReLtvry. l ReLlory Sireet. Epivorth. LinLDlnshirel. the siie and its immediate surroundings, and the collections. Proi'iding an enhan¢ed visitor experience and Tnaking Epworth Old Rectory accessible to as i%'ide an audi¢n¢¢ as possible. En%urinLJ that F.pH'orth Old Rcclory is financially %ccurc in both long and sliort tcrni. S.2 How these objects are addressed, and strategies for gchieviDg them DuringT 10*5. the followingp aclii'ily supponed our objeclii es.. Thc Rcctory w'a.$ opcn to visitors and prc-b(K)kcd tour groups for fivc hours a day. four days a weeK.. from l Aprtl to i l October (and also flexibly outside these times for pre- booked groiips and Cents). We offered a variety of actii'ities and an eN'enis prograinine. welcoining new, and Inore dii.erse i'i51tor5 and users from across the 'orld. We continued lo care for our museum collections 2nd to make these objects accessible. including w'orking with 'Meihodisl Women in Brilain, (MWIB), as well as exhibitin difyerent ileins from our colleclion at the RecloTr' and loaiiing objec15 10 Other Miiseuvns within thc Mcth()Ji%l fa. mily, <L£ WCII as more locally.
EOR-131 Ive sourced and gained funding lo continue and expand our actiN'ilie5 and impact. This included: £191.160 from ihe National Lottcry Hcritagc Fund. for 'Out of the Bo.¥- Unlocking CollLLiions al EpOrth Old RLCtory'. a project targTcted at the crcation of a ncw collcclions %torc in a coni'erta ouibuilding,. aloiigj 1th a supportins, pic)gramme of aclii'iiy for new and div¢rse dudienles. funding Irom The Pilgnm TTUSt, throuoh the Association of Independent Museums IAIMI. iogeiher w'ith an iTJsurance claim, lo fund up lo £900 worth ot consLr¥'ation on our damagcd covcrlct. £800 for a neTh' Mcmory Gardcn Projccl. and £250 for uur Compostin arca. from Epwonh Town Council. and £3.4¥¥ in grani funding from ihe Royal Society. for works lo improve the Physick Garden (in 20?4-25). We continucd to design and delii'er projecls Within the grant donaied by the Westminster College Oxford Trust 1£60.0(K>) for a i.yar pn)ject io iinprove our outreach. Icarning and cngagcTncnt activiiics. Wc also achie"ed a grant from IhL Dislrict Adiancc Fund (£36.000) lo continue thc work of our Oulrcach, LLarning and EngFagyemcnl ManaLFer for the nexl Ihree ycats Iw'iih matLh lunding). We continued an ¢nhancLd programme of la1 mcdia promotion to cngagc 1th the IoLal and wider Communities Ihrough a varIY of posts con¢eming our shared Meihudisl IoLiil hislory.. Ivhal's hdppeningF al th¢ ReLlOry- and to inLrease Volunteer recruittnEnl. We also enhanced our 'eb site with ne. infonnation. professional iinagery and inieractive content. Wc undcrtouk impL)rtanl mJinlcndnLC work vn ihc Old RLLlory to upgyradc our clcLtriLdl .s}'stcms. -%ccurily and internet. All ot. our policies and ri%k as%c%smcnLS wcrc 4iniilarly reviewed as necessary during Ihe yw. Wc bcgan cnhanccd planning M'ork on ihc operation. hcalth and sat-cty. buildiiig mainlLnanc¥. and sccurily. to ¢SUre ihc futurc of thc Gradc I listLd Old Rcctory building for its fulurL carc and dcvclopmcni and rc%cdrchcd sourc¢s of po%%iblc fulurc funding. 14
EOR-131 5.3 Riview of Ch4ritable Ac¢ii'ities in 2025 2U#5 has bcen Inarked by steady pro&iss. renewed ainbition and a continued cominitinenl lo welcoming a broad and inclusii'e range of i'isitors to Ix)th our house and LJarden5. It lias also bccn a year of dcNclopment and changc, providing us TA'ith siginificanl opportunitie% to iiitroduce ncw ways of working, cxciting nem, projccts with aceompdnyiiig nding. delivercd by a relatively new team of siaff supported by our volunieers, some of kn'hose numbers increased. but in some areas decreased. Our team of Sarah Maliby, Siralegic Nlana2Lr. Aini Wagner. Visits and L'olleclions Mana¥er (VCM). Lois Albans. Ouireach. Learning and LiigJLJement Managjer (OLEM}. Sarah Kelly, Adininislrator, and Bill Hurst Building Supcri'isor (without Shirlcy Hcdth, Giirdcncr for ihc full ycdil. hdvc dclivercd thc following.. AccLts% impruvemcnl%, nLM' l(iurs cnhancLd inicrprclation and extrd intcractivc featurc.% hdvc conlributLd lo d 12 /0 increa%¢ in pa>'iiig visitors to the Old Recio in 202$. We wclcomcd 3.255 visilopa. of whom 2.188 werL Pdying i'i%ilors (670/0 of our total vi%irors). Thercforc, although overall, we saw a decredse in i'isitors from 20*4. (3.634 total '15]lor5) we increased our payino i'isilors this year by ?OV/y (1.7i4 paying visitors in ?0?4). Admission fees M'ere also rcvicwcd this ycar to kccp pacc wilh inflation and to allow us lo introducc a ncw 8cif-gFuidcd tour to tlle Old Rcctory. In lern)s of incomc ihroug7h our staff and volunlecr aciii.iiics. Mc ¥cncrntd £14.385 of iT)comc frum admi55iuns, exLeedinq budgiel ot £10.000 by 44% and the ?0?4 Uuilurn by 480/0. Simildrly, Ive exleeded our shop sales budglet of £5.500 by £678 (120,0}. and Ltitering, budbiet of L I,OUU by £1,411 (141 /0). Our events incoine was slightl} down on Ihe target of £5.000 dt 14.301. mainly because many of our evenls 'ere offered for free through ()ur N'atioiial Lollery l.Icrilagic (Jrant. Oi'crall. wc CXCLYdcd our projcctcd income of £86.000 by £ l ?.816 (15 /0). Ilhilst ovLrNpcnding' (rnainly in tcrnis of addittonal sd on shop slock) by £2.625 (3°/4b). Our ccntral focu% in 2025 has beLn our National Lottcry HcritdgVL Fund project, 'Out of thc Box, lowards which we were awarded £191.160 in ?0?4 Im-ith EOR providing an additional 7.75 /0 maich funding). This transforniative inilialive has enabled us lo begin refurbishing a disused outbuilding lo create a dedicated collections siore. while also attracting a significant nuinber uf ne. i'olunteers to assist with rePackaling and caring for our historic objects. The overall project reiiiains on track. despite an unforeseen issue with dainp resuliing in further vcntiiib? bcinL? rcquircd {a co%1 C0Cred by our Lonirdclors) and will bc concluded in Mdj 2026. A% a rc%uli of ihc projccl. 500/L) of our corc collcclion of 1.%59 objLTlts ha5 no, been 15
EOR-131 professionally r¢packaged, with work conlinuing into th¢ roniing year. We also continued to care lor 3.501 ileins ivithin the Methodist IA'oinen in Briiain "Woinen s Colleciion , all of which havc no. bccn lully acccssioncd onto our NIODES digJital collcciion% database. The 'Out of the Box. b¥rani has also enabled us io introduce I11ng hislory interpretation and enlianeed belf-gyuided tours at the Rector>" in 20?5. as well as a series of new dnd engd&Ying evenlb 1n{l reaLh a nuniber of diverse. new audiences. We also concluded our Physick Garden pri)jecl funded by The Royal Society (£3.489). a project made particularly ditriculi by the year-longy absence of our g)ardener bui d¢lii'"¢T¢d by our Sirategic ManagJer with assistance from our new. ieam of sei.en Gai'den Volunicer5. With ihe continuing employment of Lois Albans. meaningful advances hai'e been made in our fomial infornial cducation proi-ision. %llPPOrtcd by the rcmaiiiin(p £60,000 funding trom Wcslminstcr Lollcgc Oxford Trnsi {WCOT) some of ihc National Hcritagc LoitLry Fund rant. Alihough thc IVCOT funding concluded in Deccmbcr 20?5. we havc sccurcd fiJrthLr support of £36.000 from the Lincolnshire District Adl'ance Fund lo susiain Lois s work for ihe next ihree years {subjeci io maich funding}- In toial we delii'ered 1.447 l¥arnints inieractions through Loi5 s work and also Lois continued to expand our H-ork with our inlornial learnin audiences ihrough monthly demeniia friendly cafes, enhanced by a gryant of £8(M) from Epworth Town Council io dcvclop a ncw 'Mcmory Gardcn.. Thi.$ ¢ilonc prOlded 10! cngTrag?ciiiciiLs icros8 the yedr. We also M'orkcd with ncw eommunily audienc) fr(Trm Nonh Lincolnshire Sanctuary, providing 4 sessions for up lo 12 women per ses.sion. from our migrant commiinities, incliiding Afghanistan. Ukraine, Svria. Turkey. and Iran. who visited the Old Recrory to take part in hetiia¥e crafting sessions with our Livingi History Volunieer%. We also delii'ered 48 days of ei'enis Irom AT¢haeology Days in ihe Crofi to Epw'orth Music and Opeii Gardcns day%. plu% Living History. in ihc l)ou%L" and Gamcs in ihc Gdrdcn Ihrovgihout tlic %chuul ummcr and half iLmi hulida)'8. Our woi'k throughout 2025. alihough chiillcnoin¥ as noted by nui havingv a ¥drdLncr dnd a decline in volunteers. panicularly providing guided iours and shop coer - llo. r¢soli'ed for 20!6. continues io be an encouracring plaifonn on 'hICh io build for ihe fulure, so thai we are ablc to cr¥at¢ incrcascd impaci and bLncfit in thc futurc. in ILrms or- Hosting visits to the Reciory for pre-booked groups and general i."isiiors from local, national and inlcrnational rnarkcts. 16
EOR-131 Delivering speclal eN'ents for ei-.eryone. Offering Key Stage l and Key Stage 'orkshops, i'isits, loan box resources. and outreach, as well as learning ai home opponunilies for all. that link to the national cutTiculum. Oftcring outreach OprnIn111¢S and cngagemcnt for our wider communilic including dii'cw and inclusii'c ncw audicnccs. Opening, up the gydrden for gFre<iler use by our luLal Lomrnullities, shvwLdsing' cnvironmcnlal IL)PiCs and partncring IuLal cvcnls such as Epwurth Mu5iL Day dnd Epworth Open Gardens. Creating new and pertinent e.xhibitions Ihal shO.Cae our collection5. the history of Epworth Old Rectory and the imeihodisi Women's Lollection Vorking with our stakeholders and partners includin¥ our Friends organizatiun to encourage advocacy and supp)rt EnhancingF and valuingi our I'olunteer leams through recruilmeni, diversity and training,. Building our profile through social media. our w'eb site and partnerships thr()ughoui North Lincolnshirc and bcvond. Encouragingy mor¥ peoplc to OlUnteer with us and rctainingi our current tcxm of enthusiL1Stic N'olunteers. ALhieving granis for projecls and work- Ihat will enhance our offers. increase the dil'ersily of our audience5, improi'e access. car¢ beller for our collection. enable us to niake i)ecessarv repairs lo the Old Reclory and encouragye visils aiid improvemenls to our gardens. 5.4 Lcvcls (bf Engagcment Thc following t4iblL outlincs Ihc hcadlinc cn&iagcmLllts for 2025 that wc have Ihc mLihodology io Irack. NolL some of the fjgurcs for 2024 (120?3 li.c. cvcnis dnd non-P4iyiDg vi%iior%). hdvc records Ihal cannot be verified. Qualitalive eN'aluation is also conlinuing as part of our 'Out of the Box. Project, and a full repon will be ai'ailable in 2026. 17
EOR-131 Audiences and umber of visitors Difference activity 2024 difference 2025 2024 2023 n 2024 Gmups (paid} 1.262 i32 811 +730 t137/0 Gcncral 926 1,202 1.286 -276 -2.30/0 adiDi55i0ns (paid) Non-paving 1067 1900('. ) 1399(':) -833 44/0 Paid Evcnls 14? 177(?) 386 {?) -35 -200/0 (Aug- Nov only for ?025) Ei'ciil Ddy5 49 Lcdrning inlLraclions 5?? 14) +925 +177/ (sum l & ii) Workshop scssions li) 793 14? 371¢0/ Outreach to 654 356 +?98 *840/0 choul% (li) Comniunity Engiagcmcnt 168 178 24 -10 Total Audience 5,012 4,511 4,048 +501 +ll°/o (est. 2024123) 5.5 Particular Actii'ities that have place in 2025: A new Visits and Collcctions Manag)ercominenced work in Jan 20?5 NTCW voluntccrs havc bcen appointed across all tcams (total of 43 aCt1C i'oluntLcrs) 18
EOR-131 DAF funding was secured for 3 years lo conlribuie lo the OLEM salary (£36,000} 1,447 leaming interaction5 were delivered 21 school workshops were delii'ered (on-sile and in classrooins) Two week-long school learning e.eniS were provided (Wesley Week & the Chrislmas Story) in partnership with Wesley Memorial Church A dcdicaied homc cducation programmc and monihly SEND scs5ion% WLrc crcatcd 20 %chool (is%cmblic% wcrc dclivcrcd rcaching 6?5 childrcn 4ind tcachcr Three new loan bo.les and four community discovery bo.xes ii'ere created l ? Reminiscence ¢afes were delivered to people Lii'ingy -1th Deinentia and their carers (102 pcvplc) Three heritage crafiing sessions wilh 3() participants were delivered for women from vur mi&iranl Lvmmunities (plus Iwo UUireJLh visils lu Nvrth Linwlnshire Sanctuary) Revised and shortened guided iours were introduced An updaled'walk wilh Wesley" iour was offered HId5-on intcrpretalion was added to Ihc back kilchcn. WLbsitL. and %iLmagc a% part of the Physick Garden development (Royal Society-funded) 'Lii'ing Portrdits" funded bv NLHF installed throughoui the house. including paintings and busts ol. the Wesle}. family A ne. exhibition showcasing ?0?4 archaeological discoi'eries (NLHF-funded) was addcd io ihc Granary largTre-scale cultural heritage projects exploring social jusiice and the work of lesser- known abolitionisis wcrc siarted onc a pilgrimdgc routc and the oihcr an OUTrc¢ich sc8sioii for carc homcs with new community partncrs across North Lincolnshire. Hull and East Riding and SoLlth Yorkshire The Friends organisalion otTer was rei'amped and a new il'eb page created 19
EOR-131 49 event days w¢re delii'ered including Aichaeology at the Rectory, Lii'ing History. Davs. live perfomiances. Chrisimas crafting. Ciames in Ihe (yarden. Childr¢n s Crafiing. Open Gardcn5 many of which wcrc part of thc National Heritagye Lollcry Fund activity plan for our 'Out ofthe Box project Ncw hi%toric co%tumc for 5 member5. of ihe ncv¥' Livin¥y History Voluniecr tcani ha been commissioned for Ihe ?026 season The vast majoriiy of the capital works lotalling £17¥.419 10 convert Ihe lornier treeler store into a neil.. environmenlallv conirolled Collections Siore hai'e been completed. tyy-efficienl As part of this w'ork an air source heat pump insialled to proi'ide an ener4> niethod of controlling the slore s eni'ironmeTJt. 7 claims hai'e been Inade the National Lottery Herilage Fund and all fundin¥ received withoui query- 970/0 of the total grant to dale Rcmcdial works on rainwalcr g(KKLs. and clcctrics in thc lS1(0r loilcLs and shop. and halch in the granary have been Lompleled Rcpoiiiting ihc roadsidc and courtyard .%ide wall% (at thc lomicr poiiil) to rc%olvc damp issues inside ihe grJnary (which now requires repainlino) has been cornpleted Coinpletion of Ihe i-year fixed wirino report and reparations lo numerous D l and D2 issues. A new set of risk assessments hal'e betn fonnulated, which requir¢ an annual rei-iew. A Ring doorbell has bcen installed at the back door and overlooking the fronl of the house lo improi'e security. Fibre Broadband (KC"M) and a new seTh-er system (Dolphii)) hai'e been installed The Office Administrator. Sirate¥ie Manager. VCM and OLEM hai'e undertaken GDPR compliance trainingy and have begun to resolve the storage of docuinentation in onL of IhL uppcr rooms (for complLtion in 2026). ew first did knxes and an aLLident reporting 5j.siem has becn put in plaii with dLLideni reponingi bwk beingy madL dvdilable 20
EOR-131 The following house related policies hai'e all been review'ed in this period= EOR045 Health and Safety {review Aug 27). EOR 060 Lone Working. EOR 065 Einergency Plan (rcvicM' Jan ?61. EOR 099 GDPR Policy into Practicc (rcvicw Aug. ?6). EORI?7 Evacuation Plan {rei'iew March ?6) in association with a nem. Set of plans. The Fire and SeLurity Plan (EOR 051) will be rcwritten once a ne.- fire aldrn) IS itistdlled, ¢ind meanwhile w'e are using EOR127 EvaLuaTion Plan and Emer(Tency Plan l EOR 65) as reference docunients. A full ini"entory of all the policies has been created online updated wilh niosl now being Our Building SupeTh"isor has also undertaken i'arious Iraininq courses on working at heigyhts. crcatc mL(hod slalcmcnts. act as Fire JA'ardcii. COSHH dwafLiie%s. &2nd Lcgionclla awareness. All slaft and most voluntccr5 have also undertaken evacualion training, (which will bc rcncwcd annually). ThL Phv%ick Gardcn rLViUllP w< complelcd u%ing. fundiniy Irom Ihc Royal SociLIV lalbeil ihe linal signage is io bc installed for the ?0?6 season. All new" web pages and conlenl were created to enhance the garden project. Funding of £8(K) from Epm'orth Town Council was used to create 3 raised Meimory Cjarden Bcds, COreated by participanLs in our Remini8ccncc Cafc scs%ions A new composting area has been created by one of our Garden Volunteers Groundwork Yorkshire ¢ompleted bi-w'eeklv sessions to maiiilain the gardeii. from Octobcr lo Dcccmbcr in ihc abscncc of a pcmldncni gardcncr. 6 T]ew Collections Volunieers hai"e been recruited and trained 50f).D of Ihc collcciion w'&s rcpackaged by our ncw tcam of collccti0114 volunlccrs in readiness lo move it to ihe new, stL)re The damaged John Wesley Quilt was repaired by the Landi Conservation Company Thc agFrccmcnt with Mcthodisl Womcn in Britain io Larc foi Lhc Womcn % Collcclioii has been renewed A loan has taken place with Mr5. Smith's House in Nai'enbv, Lincs 21
EOR-131 The ivebsite 'aS lalmost) full)" revamped with T]ew images sourced Irom a profe55ional photo shool commissioned during ihe summer Social media actii.'iiy a$ increased through regular-someiiines daily Facebook posts Gr<iiit% wcrc sccurcd io dclivcr a new community projLYt in 2026. enlitled L-rcdtlVL Coiiiicclions / Discovery Gardcn% from Nlcihodist Wom¢n iji Briiain Social dnd Community Granl l Heritage Fund (£2.(K)O). Ihe Yalional Archii'e5 Engaoeiiient Fuiid (£3,000). Ihe Royal SoLieiy Places of S¢i¢nce Fund (£3.5(X)) and Fpworth Toth'n C'ouncil {£250) Applications were submiited to.. Museum Development Yorkshire Preparedness (£1 0,000). N'orth Lincs Council- Art & Wellbeing (£5.000). W'estllli115ter Collegye Oxford TThst (£36.(KK)). Airbnb- Best of Brilish (£S0.000) Fuiure U'nsuccLssful applications wcrc madc to Gardcn Trust (£8,OIKi). Pilgrim Trust and Julia Rausing I£20.000). N21ional Archives (£20.(MM)). The Boring Fund (£?00), Nalionftl ArLhiN'es Seed Fund1£5,0(M)) 22
EOR-131 6Ke Ob'eclii'es for 20?6 Action Plan FORIIAL LE,IRIYING Activity SLliool programmc Continue to reflect the national curriculum in oiir work with reference to ihe latesi '1S1on which includes increased focus on Religious Education School Workshops S¢hool Workshops Continu¢ delii'ering Ihe 9 WOTkshops already de"¢loped. sUre funding to ofler free Ork'shopS 2nd trai'el to schools takin? parl. Dei'elop outdoor workshops linked lo Ihe gardens and croft. Dei'clopcd lo ciihance workbhopts and tour% of Ihc hou%c (slipulaiion of OOTB) ContinuL dLI1'cring &%%cmblics in thc local arca. Deliv'cr pai(1 H'orkshups in Iocdl %chool Conlinue marketing Lurrent loan boxes & develop addiiiondl dnd new, Iodn boxes School Workshops H[dlin, Collcction SLhool Ouiredch SLhuul OulrL'dch Loan Boxes Week-lon? Lenming Evenis Maintain schedule for Easler. May & Christmas. introducing paid scs%ions g70iniF forward Week-loi)gi Learning¥ Ei'enis IniiuduLe ditTerent Lurriculum links eaLh )'ear - LiierdLy in 20?6 & STEM in 2027 Week_long Leaming Evenis Create partnetship with Lincolnshire Library SerK'ILe & fundinL from Litern, Trust to target schools wilh low literdcy altaininent Seek funding to cover transport for ne. schools tak'ing part Lreate regular sessions for groups of al-liome learners specifically those with SFND Create web pages dedicated TO al hoine learners Find fiinding for conversion Seek new ways lo markcl our offer to fornial ILarninbJ audiencc using on-line and physical tools Creaie iix)Is to ei'aluate all actii'ity al all tiines WeLk-long Lettming Evenis At Home Leamers Ai Home Learners Resoiirce Rooin and Library Mdrkclinu & Comtnunication F.valuation 23
EOR-131 INFORMAI. LEARNING Guided Tours Dcl'elop closer relationship wilh gruup tour operalors -seek- uut and Lonlact new group luur operators InieTr'iew pasl and present volunieers lo Inainldin meniuries Dewelop a family friendlj. tour (on smart phone and on paper) Inlroduce LiIng Hislorv cvcrv Saturday and during all holiday periods Improi.'c cngagcnicnt in thc Old Rcctory dnd G<¥rdLll% through IILW displays and interJetivc exhibilions (as deiailed below) Introduce self_guided maps: one that foLiisses on the Wesley Family. the other on 18, century life Standardise the inforn)ation panels of all iiems on display Cre<lting' "InlLrc%liniT Itejns. booklct for each room BibliLdl HLTb4iUrn, NqdkL a Curl Activity. RLplica Food, Sciisory Di%plÉlV. Smelly Tca Caddics ' Tcd display. Parlour Gdmes- c.g. skiiiles elc.. Lov¢rlei Light ljox interaciive. Einbossing stan)ps Refresh Mll'iB cxhibilion Oral HislL)ry ProjeLt S¢ll'.Guided '1s1tS Self-CJiiidLd Visit. Scll-Guidcd visits (sce all deiailed actions below) Sell'_(yuided visils Self-ciuided visils Sclf-Guidcd visits Ncw Intcrdclii'c Exhibit% Back Kitchcn Exhibilions EAhibition Co-crcalcd Glob411 Fcllowship Exhibition in MWIB room Inlioducc icmporary and louringT cxhibilion4 lo Ihc Bc%1 Chamber Endble Master Chatnber to supwrt exhibitions wilh appiupriale display rails and Lases Children's Take Over collection displays added to the F.nlrance Hall Exhibiiion Exhibitions Exhibitions Added inieresi lo IhL' house Furniture moi'ed around lo creatL ller use of roonis. Ne, conienls and Contexi for Susanna's Work Box in Best Chamber, Refresh inierpretation labels, improve fire place in the parlour, N'ew iosluiiies on mannequins added lo rooms, Neil. books and othL'r display materials addcd to Sainucl's Study. Toys & dolls housc Furniturc add¥d to nur8cry Add dircctional sigjnagc & iiitcrprctation boards rooms InLrcaNc acc% and USL of ihc Ciardcns IncTca%c acce%5 and usc of the Dciclop &iardcn tours for Saturdav opcning (po%sibly once ¢1 monih) Gardens 24
EOR-131 Audicncc Dcv¢lopmcnt Strategy- EOR068 Evaludtion RclrL'sh stratLg'y Crrate tlS tv ei'aluaie ¢111 aLliiiily dl all limes PmaLtii'ely enLL)urage use ot" teedbaLk fornis / Lreate online rccdbaLk (QR Loded Evalualiun Evaliiation Mystery Shopping Visits comlliN1Ty ENG.4GEMENT 'Rcmiiiisccncc Calcs. Continuc Monihly Dclii'crcd to any Volunleers and staff not alrcad! complctcd Build participation with Pcoplc lii'ing with dcmentia. MIrant Women and at homc learners cmcntld TrInIng, Credlivc Conncclions C.rcativc Conncclion Funding from Naiional Archivcs and Linc CC and oihcrs ActiN-ities dei-eloped for inclusion Migrant Women and BAME group.4 inclusion Thc Way Salim IA'i1son Projccl Equianu Wdy STAKEHOLDERS.4ND PARTNERSHIPS Prujcci dclivercd and iridcu added lo our wcb sitc Delii'er projecf Volunteers Crealc job roles Deliver amiual or tivicc-jearly Recruilmeni Drives Carry out compulsory Training evacuation I safeguarding I dcmcntia car¢, wclcomc host Volunteers Volunteers VolunlLcr First did trainingj for idcntifiLd Volui)tCLr Indii idual Team Ineetings pre and post season Volunteers Volunteer Matniain the ii-ebsile wilh CUTrenl informaiion Friends Marketing carnpaign dei'ised 10 lar2LI Potential overseas Friend5 Online events are held annually Tivice-S'early newsletters Maintain th¢ w'cb5it¢ with currcnt inform4ttion Friends Friends Friciids Mcthodi%i RLporiing MLihodi%t M¢lgld£inL Funders All rclev[ rcporLs %ubmillcd AlliLlc.% %ubmilicd Contact mainlained iviih all funders - whether in reports. emails. or reLeplions (for larger fvnders) 25
EOR-131 Tourism Agcncic8 A li%1 of Lonldcl%. ncwslctTCP and oih¥r me5 uf freL- pfL)mulioii created I'vurism agencies Regwlar LDmmuniLdtion put in place lo infomi them of events and activity- including submission to neiv51ett¢rs E'EN,Ts EN'enls Deliver ihe ei'enis programme Revi¢w and re-prograinine Ihe ¢N'ents for 2027 - 2029 Crcaie innodtii'c way% 10 vndrkct ihL dcttvity Creatc tool% io Ck¢iluaic all actiN"il)' dl all iimL% EN'ents Mdrkcting dnd Comm% Ei'aluatioii HOUSL Conservation Manageinenl (Fain funding and commisston Plain Fabric Condition Survey M&ESuThey Dccarboniqalion SuTr'cy 10-)'ear iiiainteiiance plan Fire Alami Gain funding and coinmission Gaiii lundiiig and cominission Gain fundiiig and eommi.%sion Gain funding and commission Comnii55ion 3 quotes, pres¢nl lo CIO and Inslall Complete R¢viLW sysILm and cnsurc fil for purposc EOR 065 EmergenL J Plan. EOR 099 GDPR PuliLy into Practice, EOR I ?7 Evacuation Plan. EOR 051 The Fire and Security Plan ColleLiions Store SLLurity Syslcrn Plans and poliLiets Reviewed SiaET & VoluntLer Trainin Trnining needs reVIe.ed through Appraisals and Volunteer meeiings PAT TesiinL, Risk Asse551nents, Fire E.xting?uisl)er, FIrt Aid Boxes ReN"tewed Testing requirenienls GDPR Compliant Documenl Storage Keys GARDE) Doeumeni soning compleied Key log complcted and annual reVIe.ed iardcn three-year plan Discowery Gardens . Crealii'e Comniunilics projccl Gardener and Woliin¢eers to Coacrcatc a plan for ihe nexl period Deliver funded projecl 26
EOR-131 Phy%ick G(Irdcn MainlainL (Ind addLd lu in Lumpliancc with ihc Royal SuLILty Granl Garden Events SpringT und Autumn evenls wilh the Croft Farmer. Ihedlre CVLlIts (at least one year), Games in Ihe garden, Archaeology in the croft delii-ered Croft ImproN'e fencing and iree protection We remain as subscribers Quiet Gardens OrgJanisalion Other promolional garden iniliatii'es Seek oui any ne. garden promotional organisalions and memberships InLlusion in ihe stops vf EOG '¢ekend EpworTI) Open participation Gardens COLLECTIONS AND ARCHIN'ES Collections movement Finish re-boxing of eniire colleLlion Move both collections, EPIVOR and MW'C.. to The new Colleclions Siore Collections Inovemenl Collections intake Accesston or l 0.000 Mierofiche from Methodist Hoiise Collections Annual inentOry of iteims on display Rencw or return loans on 311 items from othcr ins1ilution8 Clcaning. DibFilise LolleLtion Dcvclop an 3nnual.,biannual dcLP cleaning 4chLme in partnership wilh Oxford Broukes, Meihodisi Heritdge SECONDARI. SPEND Shop StOLk Shop Stock Online Sliop RcviL w all lincs and purchase new linc% as appi'opriatc Undcrtakcn annual %tock iakL% Revieiv of producl line5, process and Inarkeling Review and republish Iniroduce promotion in shop when people buy" admissions Calering Tesi exlemal caiering for lartre eN"ents MARl&ETIN'G AND COl1L%,1CATIONs Guidebook Guidebook M4irkLi Communictilions CIc(Itcd in consultation Plan Social Media Calendar Creaied on a regular an(1 seheduled basi F'acebook and TikTok Web sile Continuallv reNiewed to include up lo dale content 27
EOR-131 Ei-Lnl% un ihi w'eb %ilc Pu%icd on ihc w'Lb sile prior to thi %tart of Ihc nLW %Lason Regular blo> are potsied dbuul our aclivily Lscd for blogs Create annual cvent tlicr Liihcr in housc or prinlcd Priiit and di.%tributc to oi'crsL&S Visitors Blogps on the ivebsile You Tube Channcl Evcntfi Flicr. Donation Flier , Shop flicr Ei'enl Posiers Create, print and distribute for edLli ei enl Create, prinr and distribute C"reate and print Volunteer posters Sile SiLynagie - opening hours. banners & Orieiitation Adi'ertising HR Event and other ¥ieneral adverts created (as identified) HR Plan C"reat¢d in consuliaiion Staff Appraisals Stdff Timeshccts To happen ai regular annual inteTh'als Sy%lLm lo bc r¢N"icwcd dnd rcimplcmcnltyd Syslcm io be revIe¢d and reimplemenled as il forni1 Annual Leave and TOtL Polic Sidtl- Huliddy Cdi(1s' St¢ill"trdininsJ nccds Starr InduLlion Trdining necds are reviem'ed annually in appraisals ProLess lo be lonnalised Staff Communication Reoular bi_monihll, full staff meelinos diarized and attended Meihuds Volunteer Rei-iews To happen al reuular annual inlerK'als ProcL%8 10 bc fomiali%ed Voluntccr Induction VoluIilccr Communicdtion FLIII tcam m¢eliniFs {3 iimc% 41 ycar). wcckly biillclins, niandbJLI' ncw%lcttcrs Mcthods Voliintccr Rolc Dc%cripLion% GRANTS Rolc dc8criptioiis crcaicd and circulatcd (irant Appli¢ktions Specifically. for -Repairs and Maintenance for the Buildings, ULEM Sdlar5' and Rcsourccs. Building Ncw Audiciiccs dnd Pdrtncrships, Carc dnd Conscrvation of Objccts iii our CollcLtioii%. Garden Relaied Projects 28
EOR-131 7 Annual Ac unts for E worth Old Recto 7.1 Independent Exarniner's report The charity's Irusttts consider that an audit is not required for this year lunder section 441_1 of tlie Charities Acl IW4 (the Act}1 and thal an independent examination is needed. It 1% my rcspon.sibilily lo Cxdminc thc dccount4 {undcr tiO11 44 of thc Acl). to follow thc proccdurcs laid down in thc Gciicral Dircctions givcn by tbc chil5, C.ommi%%ion (undcr scclion 44(7) (bl of the Act). and to s14lte wheiher particular maners h(Ive come to my dllcntion. My examindlion Wits carried out in 4tccordance '1th General Direliions given by ihe Charity Comniissiun. An exdmin¢ili(In inLludes a revieiv of Ihe (ILLounlingi reLvrds kepl by the Lharily dnd a comparison of the accounts presented wilh those records. li also includes considera(ion vt any uniibual iteins or disclosures in the accounls and seeking explanations from you a.s trustccs concemiiig) any Such maltcrs. ThL proccdurcs undcrtakLn do noi proi'idc all thc Ll'idcncL that would bc rcquircd in an audit. and consequently no opinion is givcn as to 'hether Ihe accounts preseni a 'lrue and fail vieiv and the report is limiled to those matters set out in The slaiement below. In the course of my examinaiion. no mailer has com¢ lo my aitention. vhich gives me reasonable cause lo believe thal in any material respect, the requirenicnls: to keep accounling records in accordance -1th section 41 of the Act; and to prepare accounts which accord Th'ith the a¢¢ounting records and comply '1th the accounting requirements of the 1994 Act- haN'e not been mel. or to which. in Iny opinion. attention should be drawn in order to enable a proper underslltnding uf ihe aLLuunls io be reaLhed. 29
EOR-131 Signed Dale 0Slo¢/tsL6 30
EOR-131 7.2 Income- expenditure Account for CIO 1165.787 REVETrIiIEINCOME oies 2024Aciuai 2025 8udgel 10000 2025aciual AQMISSDNS AdrTysyon lrtomÈgener3ledty ¥olunleer3COWties S4LES Shopsa*s Caien 6178 CATERWG EVENTS 970 2411 4301 MCIGBCwe WHCCore Alice Lockmiliai FiiendsisusTaTnabiestJbsl teiesian¢J GIftAid 4J950 11286 2476 50567 lo0 Trusteecommfvnents ANNUALGRAHts 115(X) 2000 2500 1219 1500 5000 1500 pporter DONA05 4878 ijii unitSlrTrcitd a[lale) h¢ilMIsc 1651 Oth£r OTHER 2215 4n INCOMEREVENUE 87018.(ty) 98816 REVENUE EXPENDITURE Supporting¥oiuniÈer cTiwte5 RtrwLOUTLET ShopSt(k Caterir¢woupsi Ebtnis Gardeniesources Hospit31ityNolunisupp Cieaniwsetwciftg Olfice suppe5 IT.ITelecom ETrÈnewal8no tepairs GO[[ell[l(lWaler Tia1 TraiTh Qqleciv)nM3nagefflenl bscript10Tr5 Ath0cacsipub¢ity GovernAnce 3610 35( 250 22Tr) 3730 424 2545 4235 2SS EVENTS 1318 14? HOUSEANDGARDEN pporlin¥ihe opeiat 1357 750 1200 iiio 1374 li oFFE IBOS 1467 1500 niifiFS SUPPORIINts STAFF AND VOLLmllEER5 7850 6500 386 iooo 53 102 240 166 MuseumActMties 2582 rt4NAGEMENT 199 1004 960 14552 37442 GOVERNANCE WAGES Ip0 EmplosryneoirnallETS io 17404 170 411XX) Managers Pa011 aominisTfatson 28697 ADMITRATN RATESANDINSURANCE 3286 3600 4041 Prcperty Raies MaintenaKe InsptCiion%ls£rwting 5tnallseTrqco 12 100 40 PropertyrÈ&tedl ROUTINECARE (NOT PAOJECIWORKI li 6117 1410 27 1324 2500 17 1687 BANKRELATED OTliER BankcharEos M15ceitsTrou 98 717 1279 REVENUEEXPENDlfURE INCOME-EXPENI¥TURE s10-kadiusiriieni 78682 050.00 2141 INCOME- EXPENDITURE ladjustedforstockl Adlusiedl-E 31
EOR-131 PROJECTINCOMEWENDITURE ACTNITYDURING2025 STAnlS OFFVNDS STARTING CLOYNG 8ALANCE BALANCE DESIGNAllON FUPID IMCOME EXPENDRE L¥ary Vlallpapef DEhriopmefii HLF OLEmlgrantslFORMERLY} Ro150[tyG0i[rn5 Eouianowai Fpwo[tliTih¥nCouncill5en50ryGaith) Ep01thTr CouncillGarOpDsl I0 Designated Restriciea -7981 -947 1061 -202 400 8517.95 537 .947 36786 13 14 15 16 15 169597 244n 170544 23412 2027 33914 1258.4 4rKJ .3?3 250 4197102 -123 Restricged TOTALS 250 250 195570 PROJECTINCOME- EXPENDITUBE REVENUEINCOME- EXPEN()rru TOTAL W4¢0ME-EXPENDITURE 740 32
EOR-131 7.3 Balance sheet BALANCE SHEET 2025 2024 2023 2022 2021 ASS5 CFB account HSBC account at{111120261 HMRC Recovered EM Account in hand Stock cash in hand Uncleared chque In Bank but not recorded Over payment errors Debtors (unpaid invoices) TOTAL ASSETS 100034.28 17092.79 120655.63 3271.30 147774. 12 8887.41 71679.13 17355.08 0.00 60238.72 27471.85 0.00 234.00 869.92 613.07 3438.64 3917.43 3431.96 2967.92 4168.86 0.00 0.00 0.00 0.00 135.00 -20.00 0.00 24.00 -3.09 1061.00 -10.50 -18.76 78.00 -5.28 0.00 0.00 101.73 481.00 0.00 122996.33 128007.38 161045.22 92137.56 91879.43 LIABILITIES Creditors lunpaid invoices) TOTAL LIABIUTIES 2330.75 2330.75 470.19 873.50 740.22 740.22 7909.77 7909.T7 470.19 873.50 NET CURRENT ASSErs 120665.58 127537.19 160171.72 91397.34 83969.66 REPRESENTED BY Accumulated Fund Balance at l Jan 2024 HSBC OVER PAYMENT Add Net Income-Expenditure NET CURREBT ASSETS 127405.58 160172.02 91397.35 83969.66 116482.87 234.06 7193.63 91397.35 -6740.00 -32766.44 68774.68 -32513.21 83969.66 120665.58 127405.58 160172.02 Starting balance2026 HSBC account Creditors Debtors 17092.79 2330.75 1061.00 15823.04 33
EOR-131 7.4 Notl's lo the AL¢ounts for the Year Ended 31 December 2025 l. Accounling Frt)licies Basis of preparaiion: These financial accounts ha"e been prepared on ihe historical cosi basi%. b. Ak8ets cmploycd.. The owiietship of the PTQPCrty 1% with the World Methodi%t Council. and therefore no value for the properry is included. 2. The ineome Qeneraied by Ihe volunteers is similar lo 2024. The fooifall has deLreased. bul the shop sales hai'e iT]creased- the significant change in ihe eN"ents iiicoine can be in part be aiiributed to the loss of a major fund-raising event. 3. This 1.4 thc annual commitmcni from ihc MCB lo %uptK)rt EOR. 4. is thc Annual Commitmcnl from WMC io 4uprK)rt EOR. S. Alice Lockmillar= an Endoivmeni Fund administered by Florida L'nited Methodist Foundation and paid via WMC.. 6. A siibstantial sum of money has been held in the Central Finance Board ICFBI of the eihodisi Church and hds generated inleresl. 7. Thc incrc&L8cd LxpcnditurL on thc gV<irdcn is duc to thc cust of hiring? cL)ntractors. 'I'hc gdrdcnLr h41% bccn on %ick leai'c for I I monihs of thc ycar. %0 a savingi in her agc has offsel soine of ihis eost. 8. The fuel element% of Ihe iiiiliiy services haN'e increased signiticantly. A significant part ofthe expeiiditure wxs due io a short circuit in the retail outlet coiitrols. g. Goi'ernance ir)clude5 travel and expenses of Directors and the Independent Exdmin<ltion ot"41CCOllnt%. l O. From JdliUiWV 2025. dll rLmunLfdlions wcrc incrcascd. Thc Support staff dre paid thc Ndlioiial Living a¥VL Foundation Living W'dgic, and thc Managcr% arc paid al Iwo ticrs. the Siraiegic Inanager at one level and the Visilsicolleciions Manager Jnd the Outreaclw LearningEngaeement Manager ai a second level. I l. Note.. tlie OLEM and some of the SM hours are paid out of Ihe WCOT grant. 12. The overbudget expense on inaintenance Én¢lude a substanlial upgrnding in the condition ot the elceirieal wirin&1 in ordcr to reach %ldiulory satety Icvcl4. 13. The Cdpildl.:'Projcct Incomc'cXnd1[llrCs 1% b&%e(J m<iiiil)' on gr11. d l)umbLr of which are spent during ihe y¢ar of award. The main sourc¢s of incoine are granis which are frequently awarded in one year and SnI in the next. 'I'here are iwo projecls (Library 34
EOR-131 and Wallpaper) which have had no activity this year- they are not shown in the accounts, but are recorded in the lthunds (Section 7¢) 14. The National Lotlcry HLritag)c Fund awardcd a grant of £191160 during ?()?4 10 fund the Oul ol the Box (OOB) project. This requires EOR to make payments in adN'ance and claim from the awdrd al 51ag7ed inicrvd15. Currently this is iii defiLiI beLause d cldim is due to be made. 15. The grant {£60K) awarded by the Westminster C'olleoe Oxford Trust Ill'COT) in 2014 for two years has ended with a small SUTplus (Interest generated on unspent money ha5 bccn paid into that projcct fund). This will now bc committcd to Outrcach Lcarningp and Engagement V¥'ork and is labelled as OLEM,'C.ommunity funding. 16. Two prvjcL'f% wcrc LUTnplctcd Roval Socicty Ciardcns and Scnsory Garden with ovcr%pLnd%. These havc bccn clcdrcd from %utpluse% dnd a small Frt)sitivc balancc from funding (Insurance claim 2nd a small grant) 10 repair a damaged coi-erlet. 17. A sinall grant has been receii'ed IL700) to support ihe dei'elopment of a pilgri]age roulc bclivcLn Shefficld and Hull whiLh is intendcd to pa&s closc 10 Epworth. It is to be namcd Equiano Way in honour of Olaudah Equiano. a frccdman and abolitioni81 in IhL 18ih renlury (note the abolilionisl conneciion with Hull) 7.5 Funds Some of EOR resourL'e5 ure identified in a number of funds. Most ot. these are desiLynated or resiricted to particular pieces of work and therefore are a150 shown in tlie project section ol'the incoinc expenditure. The%e Are sel out below and the Closinb, balances shown are those for 31 DeceTnber tiO?5. ThC includc thc CommunitylOLF.M work IWCOT grant rcdcsi2nalcdl. This is work Illat cannot be sustained oul of our rei'enue income and ivill be dependent on sourcing grnni-aid. At the prcscnt limL the balance is £36785 ,hICh is madc up from-. the remainino WCOT grdnt ( I OK), (I grdnt from the Lincolnshire Ditstrict of ihc Mcihodist Church Advance nd (t)AF) which is £12K and the first Iranche of a 3 year award at £12K per year. a reselting payiiients from the MCB (£12.4KI which the Dir¢ciors directed to Ihis projecl and interebt generated on Ihe conlinued WCOT grant (£1.9K) 35
EOR-131 The FOR conlribuiion onlo the Out of the Box Project is identified below and is thnded by a transfer from the V MC fund N¥hich is d¢signaled io property work. Tlie Grant has been aM"ardcd but 1% nol yct a matcrial as%ct and is thcrcforc no shown. LsignaiiOQ Deslgnate Desi¢rthiea DesigTraied SouiceoltWNI BaLarn$at 1111 2S793 come2025 Exptute2 -52005 Tran51er Ttxa MCIGBCure EmpwmeMaDOE•vErnallce PriJpeT PF(y PuTcnaseolèooks tksignol4Yallts4P21 GiaDTfw OLEMwotk GaToÈn 24351 11493 WNCCore tveiopn>Èl brary Wallpaper WGOT RSGarden HL .136 8518 -7981 537 Restritted Restrirted He5twlctEd Aesiiicied DESI 1151iietÈ Resirlcted Rsirl£ted Rtstilcted P¢strftted 1000 36786 33914 125B -23412 -2027 123 OOB prLVCi -kncedfrrf OLEM2026 l69597 -170 .947 Mcaddilityb InsGram EtCGra 195? 4S0 .23x1 .923 -72 123 Sen59rygJiJcn5 Gaiaens PrDie¢t E5tsrnate(h laO' 120K ET¢Granl Equiarnwa Ptentl 250 40D 00 iuoo 914tr2 .272831) 81718 Held follows- HSBC at31.12.2025 CFB at 3111212025 Equals Money TOTAL Less held in funds Surplus 11112026 17092.00 100134.00 869.92 118095.92 81718.07 Generalfund 36377.85 Th¥ accounts WLfc approv¥ by Ihc DircctoTh on And signLd on Ihcir bLhall' by- AAJ Sarah FriS'ell (EOR-CIO C'hair) Stuart Gunson {EORQIO Treasurer) 36