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REGISTERED CHARITY NUMBER: 1168635

WHITCHURCH METHODIST CHURCH, CARDIFF

Trustees’ Report

and

Financial Statements for the Year Ended 31st August 2023

WHITCHURCH METHODIST CHURCH

Trustees’ Annual Report ist September 2022 — 31st August 2023

Whitchurch Methodist Church is a constituent church of the Methodist Church in Britain within the Cardiff Circuit (The Methodist Church in Cardiff and Caerphilly) which in turn is part of The Methodist Church in Wales - Wales Synod Cymru. It is a registered charity, Number 1168635

Address: Whitchurch Methodist Church, Penlline Road, Whitchurch, Cardiff, CF14 2AA Minister: Revd Catherine Gale (From 1%t September 2023 Revd Dr Stephen Wigley) Church Secretary: Mrs Allison Hill, 43 High Street, Pontypridd, Rhondda Cynon Taff CF37 1QP Organisation Structure:The members of the Church Council are the Managing Trustees. During the year 2022/23 the following people served as members of the Church Council:

Chair: The Revd. Catherine Gale

Mr Clive Carpenter (Treasurer) Mrs Allison Hill (Church Council Secretary) Mrs. Pamela Evans (Church Steward) Mr. Trevor Evans (Church Steward) Mr. Colin Jones Miss Alison Ketteridge Mrs Josephine Ketteridge Mrs Enid Nash (Church Steward) Mr Eric Nash Mrs Christine Stanley (Church Steward) Mr Andrew Swatton Mrs Monica Symonds Mr Steve McElveen (Circuit Steward)

There is a Church Finance and Property Committee accountable to the Church Council which oversees matters related to Finance and Property.

There is a Café Management Group accountable to the Church Council which oversees the running of the Roundabout Café

Membership: At the 31st August 2023, there were 35 full members of the Church

STRUCTURE AND GOVERNANCE

Whitchurch Methodist Church, Cardiff is part of the Cardiff Methodist Circuit that is accountable to the Wales Synod and the Methodist Conference.

The governing documents are the Deed of Union (1932), the Methodist Church Act (1976) and Methodist Church Standing Orders as found in The Constitutional Practice and Discipline of the Methodist Church (CPD).

The decision-making body for the Charity is the Church Council that meets twice a year.

Trustees have been issued with a copy of the Essential Trustee as provided by the Methodist Church (also available on the Methodist Church in Britain website) and have been directed to the Trustees Document on the Charity Commissioners website. A copy of our governing document (CPD) which is revised annually following the Methodist Conference is available on the Methodist Church in Britain website.

The managing trustees are also responsible for safeguarding the assets of the church and hence for taking responsible steps for the prevention and detection of fraud and other irregularities.

The church has an appointed Safeguarding Officer and Safeguarding is always included on the agenda of each Church Council Meeting and our safeguarding policy is reviewed on an annual basis.

The Annual General Church Meeting is open to all church members and also to all other persons on the community roll. Church Stewards and Members of the Church Council are elected at this meeting.

OBJECTIVES AND ACTIVITIES

The purposes of the Methodist Church are and shall be deemed to have been since the Deed of Union the advancement of:

(a) The Christian Faith in accordance with the doctrinal standards and discipline of the Methodist Church;
(b) Any charitable purpose for the time being of any Connexional, District, Synod, Circuit, local or other organisation of the Methodist Church;
(c) Any charitable purpose for the time being of any society or institutional subsidiary or ancillary to the Methodist church;
(d) Any purpose for the time being of any charity being a charity subsidiary or ancillary to The Methodist Church

Mission and Vision Statement

Service: The church exists to be an open and welcoming community, to be a good neighbour and to challenge injustice.

Learning and Caring: The church exists to offer ways for all ages to learn about faith as Christians through mutual support and care

Evangelism: The church exists to make more followers of Jesus Christ by inviting people into lifechanging discipleship and service.

Worship: The church exists to increase awareness of God’s presence and to celebrate God’s love by worship and preaching which have depth and relevance.

Public Benefit

The trustees of the Methodist Church had due regard to the public benefit guidance published by the Charity Commission in compliance with its duties under Section 17 of the Charities Act 2011. The guidance sets out 2 key principles:

The organisation must have an identifiable benefit
The benefit must be to the public or a section of the public

The church exists, inter alia to:

Increase awareness of God’s presence and to celebrate God’s love;
Help people to learn and grow as Christians, through mutual support and care; and
Be a good neighbour to people in need and challenge injustice.

The trustees consider that for these reasons the charity meets these public benefit requirements.

Covid 19

During the course of this year public worship and many of the church’s regular activities resumed after the lifting of the Covid 19 restrictions; however it is still too early to discern what the longer term impact of the pandemic will be.

Volunteers

Many of the jobs in the church are done by volunteers, and although formal records are not kept of the number of hours contributed in order to run the church and the café on a day-to-day basis, it must be said that the church’s work relies to a great extent on the contribution made by a willing band of volunteers (to whom the trustees express their sincere gratitude).

ACHIEVEMENT AND PERFORMANCE

Worship

Public worship is held each Sunday Morning. All are welcome to come to the table and share in the Lord’s Supper at Communion Services which are usually held once a month. The congregation continues to enjoy the pattern of serving refreshments after the service in the coffee-shop.

We are involved in several ecumenical activities with other churches in the Whitchurch and surrounding area. We have shared in and taken our turn at hosting the local Churches Together monthly service of prayer which moved from being online (due to Covid) to face to face once more. Remembrance Sunday service was held in the church again this year, with the minister and some members of the congregation joining the wider community at the War Memorial at 11am. After the lifting of the Covid restrictions, it was good to return to a more regular pattern of Christmas services, including a service led by the choir and a well-attended Christingle service on Christmas Eve.

The Church’s Sunday School has begun meeting again after the lifting of Covid restrictions, but the impact of not meeting for a substantial period of time has had an adverse impact on attendance.

One of the church’s house-groups has resumed meeting in person to share in Bible Study and fellowship.

Church Choir

The Choir has resumed regular meetings for practice and has begun to resume its pattern of leading worship for special services, for example during the Christmas season.

Prayer

A Prayer Box is situated in the Church café which may be used by church members and the general public to request prayers for either themselves or others and this is opened each Sunday morning prior to the service. As the Prayer Group is still not meeting, these prayers are placed onto the church’s Prayer Chain which has a coordinator and a number of participants. When requests for prayer

are received the coordinator contacts the participants via text and telephone with the appropriate details. This system enables the Church to respond quickly to urgent requests for prayer.

Pastoral Care

A team of Pastoral Visitors has been appointed and each visitor has a list of people for whom, together with the minister, they are responsible for keeping in touch. In order to provide some assistance to our Minister as she took on the role of Superintendent Minister and in response to the Covid situation, a telephone system was put in place to ensure that we kept in touch with all those on our community roll. This is still effective.

Outreach

The Luncheon Club has not been able to restart because of the impact of the Covid restrictions and it seems now unlikely that it will be able to restart in future.

The Parent and Toddler Group has now re-opened fully meeting on Wednesday mornings from 9.3011.00am and is well attended by a regular group of mums, child-minders & grandparents as well as toddlers. This group is an outreach into the community and has been greatly appreciated by families who have felt isolated during the pandemic.

The Roundabout Café has continued to be a major part of the Church’s mission to the wider community, providing a safe space for people who might otherwise feel lonely and shut in, as well as providing refreshments and good nutritious food. It has considerably increased its footfall over this last year which has helped make the Café financially viable, but has also raised some challenges in terms of human resourcing, whether in terms of staff or volunteers. This is something which will need to be addressed in the new Church year. However the feedback from those who use it is that it is providing a very valuable service to the local community, as well as fulfilling the Calling of the Methodist Church to provide pastoral care and be a good neighbour to those in need.

Support for other Charities and Organisations

The Church continues to support other charities and organisations through a variety of events, activities and collections. Those supported during the year include Methodist Homes for the Aged and Space4U.

Use of Premises

The use of the premises has increased as covid restrictions have been relaxed and usage is close to being back to its pre-Covid levels.

Financial Review

The Financial Report is submitted separately in the form of Standard Form of Accounts (SFOA) as prescribed by the Methodist Church.

The principal source of funding is the freewill offerings made by our congregation, through the envelope system, open collection, and by standing orders. The other main source of income is through the letting of our halls. Church finances continue to be reviewed on a regular basis as we hope to recover following the pandemic.

The Church has contributed to Methodist Connexional Funds, and has raised funds for Christian Aid, Methodist Homes for the Aged, Action for Children through fund raising, home collection boxes, and retiring collections.

Reserves Policy

The Church’s policy for General Funds is to hold approximately six months reserves based on the day to day running costs of the church. This includes the amount that is needed each quarter to pay the Circuit Contribution in order that the Ministerial Stipends and on costs can be met. The policy for funds held in restricted accounts (Maintenance, Benevolence, Enabler and Roundabout Café) ensures that the funds are used for the purpose for which they were either donated or raised.

The Annual Report for 2022-23 is signed on behalf of the Church Council.

Revd Dr Stephen Wigley

Chair (from 15t September 2023)

CHURCH RECEIPTS AND PAYMENTS ACCOUNTS

THE METHODIST CHURCH STANDARD FORM OF ACCOUNTS

Whitchurch Methodist

Church

FOR THE YEAR ENDED

31 August 2023

Registered Charity - Charity Registration number

Circuit no.

2/09

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1168635
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If not a registered charity Her Majesty's Revenue and Customs Gift Aid number

(The HMRC number is equivalent to a registered charity number in terms of evidence of charitable status and may be used to give to donors or grant funders wishing 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)

Minister:

Rev. Stephen Wigley

Church Stewards:

Mrs. Christine Stanley

Mrs. E Nash

Treasurer:

Clive Carpenter

Churches Receipts and Payments 2023

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ACCOUNTS FOR THE YEAR ENDED 31 AUGUST 2023 Whitchurch Methodist Church SECTION A Unrestricted Restrittod TotatS thiB Funds Funds year Totals labl Or a1 RECEIPTS Noie Offerin s and Tax recover8rt Bank and CFB inleresi and Investment income Lettin 23,624 714 23,624 25,841 a3 975 1.689 a4 171 13.652 7,934 Oth&r recgipts TOTAL RECEIPTS 652 70,011 a6 62,077 77,972 116 808 la7) SECTION B PAYMENTS b1 02 Cir¢uit As$essmgnt tsr Share Donats'oTrs b3 925 14.770 925 Re Irs and Malnlenan Ub"lilies Ilnsurances. wal8r char , heatin Salaries 995 b5 7,184 1,709 31.145 8.893 31,145 9,944 b6 b7 Other payments TOTAL PAYMENTS 1,142 701791 Ib91 SÉCTION NET RECEIPTSIPAYMENTS FOR THE Y ¢1 a6-b8 3.253 3,932 7.185 22.539 Total fun0¥ bTL¥Jght forr from last y8ar 26,012 43.667 69,679 47.140 Sub total ¢1c2 29,265 47,599 Transfers and ad'uslrnents 500 500 ¢7 TOTAL FUNDS AT END OF YEAR Ic>c41 29,765 47,599 Ic81 Ic61 SECTION D FOR INFORMATION ONLY.. MONEY REcewED AND PASSED ON TO EXTERNAL ORGANISATIONS thtrse Bmounts ar• not to bo In¢lude(I In total re¢oipt Uf¢s abov• dl B8lanc brou ht foNKrd from las( d2 Offefl IGtft8- rerxived for external or anEsal 696 1,234 d3 OFfeT+rgs/Gift5 - passttt to or9ani5ations 696 1.234 BALANCE STILL TO BE PAID Id1*d2-d31 015 LhuKihcs PaymEntl23

Whitchurch Methodist ORGANISATIONS REPORTING TO THE CHUR H COUNCIL

Church

F CHURCH ACCOUNTS AND INTE

SUMMA\

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Summary of the Chuof r ch accounts for the year ended 31 August 2023 and Internal Organisati i i i
an intemal Organisation would normally be Restricted: funds unless it could be clearlyrganisations shown that they couldreporting to bethe used Church for anyCouncil/Church Methodist naeMeeling, ThisNote sectionthat the must funds beof
ONG! ADRECC eeSeeseaewii expenditure totals of the Church. if gross income exceeds the Accruals threshold, then the Accruals method of accounting
and connected District Organisations.must be used to reportthe accounts ((see Methodistjodis!website).te). Please refer to the guidancei notes regardingi transfers between the Districtist
GANISATIONS p Payments Adjustments balances Closing balances
ja|Choir | (15)} |
=| [Luncheon] Parent ToddlersGub|{ 0 | [9] [-o][]| [3074 3,074
epSunday School || [0] | | gg | (66) ||
ef eae see |
I |
a | ee | a oe
Sub total of Internal 1,029 503 500 4,600 |r| 4,603 lem
Church accounts (totals
5 brought forward from page | | 108,976
jwievewuncn2 -oniteOTAL cette}CASH FUNDS HELD ee ean|| 101-797 || 7-185 500 |... | 69,679 77,364
a
Continue on a separate sheet |{ 440,005 _|[ 102,317] [768811] | raave |wil_81,967 ||
if necessary and bring the TOTAL RECEIPTS ra
totals forward PAYMENTS
STATEMENTOF ASSETS AND LIABILITIES
CHURCH OPENING CLOSING
1s [lcosninnara] - CASH FUNDS HELD at 31 August 2023 BALANCES BALANCES
28,755 30,083
| |
| 40,774 47,131
[5 lowersTrustees for Methodist Church Purposes | |
Total 69,679 | | 77,364
a [balance] funds [ total] held [ from] by [ above)] internal [ (e12)] Organisations (the closing 4,600 |etn)ai | 4,6034,603 || a1|
74,279 81,967
Sa SS SSS SS SSSSS CSS SS AS i NS UE EN NSCS
SECTION G At At
OTHER ASSETS and LIABILITIES 1 September 2022 31 August 2023
3,837,096 4,224,691
3 |Other Assets | [155,25] 1 99,29 [8] 170,9
Pe |
| | | [|]
{4 Include only Funds held at the Central Finance Board
{5 Include only Funds held at Trustees for Methodist Church Purposes
1 Include any other investments (not the cash element of TMCP trusts accounts this is included in line [5
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Churches Recespts and Payments 202

3o0f5

Name of Church Whitchurch Methodist.

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NoZ/09
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Declarations and Scrutiny

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| confirm that these Receipt and Payment based accounts for the year to 31 August 2023 have been
prepared from the records of the Church and that they include all funds under the control of the Church
trustees.
Signature ofworn Lh. hex on onan nn lnN a lume ease 4 pee [4 12/,22...
Name and address of treasurer Clive CeMpeNtCE cccccccsssiscccscetreeresceoeeee cc.
8 Tansy Close , Thornhill,Cardiff pst Code CF 14 9FN |
Presentation to the Church trustees
| confirm that the annual report and accounts for the year ended 31 August 2023 were/will be
presented to the meeting of the Church trustees held on Pee ee eee
Signature C * Ag
Name of theof Chairthe Chair of the of meetingthe meetingOMDBBr7 STEim HAN;wiLLEfp Hate | brett.Sw. oer. Desder be>
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independent Examiner's Report to the Trustees of the
Whitchurch Methodist
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Charity Number 1168635

Responsibilities and basis of report

| report to the trustees on my examination of the accounts of the Whitchurchi Methodisthodist Church for the year ended 31 August 2023 set out on pages ... to .... As the Church's trustees, you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (‘the Act’).

{ report in respect of my examination of the Church’s accounts carried out under section 145 of the Act and, in carrying out my examination, | have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

delete or circle as appropriate

Churches Receipts and Payments 2023

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segateeeseonstccomeraeemepscs........ No .....2/09

Name of Church Snnemel MGHNOGI

Independent Examiner’s Statement

| have completed my examination. | 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: e the accounting records were not kept in accordance with section 130 of the Act; or e the accounts do not accord with the accounting records.

| have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.

| have/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 balance sheet date.

Relevant professional qualification of independent examiner ....4..6..1. 8000000000000... a

Nameoffirm (where appropriate) ene n cet i BS ADGIESS 20... cesesseeeseenereeeeensesesegneeT© ivcsssnesescaessnsstscssastsssesssenenssesaeaessatsrsecseversvetsesteseee. otis era ers ghee uae mth aencancacedeoceaasarostoeeect ae. Post Code .........c0e...... Date M6] AB corres

delete or circle as appropriate

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Form Review May-23
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Churches Receipts and Payments 2023

5 of 5

*Church Council/Circuit Meeting/District

Policy accepted and acknowledgement sent to the trustees

YES/NO

Policy noted and the following enquiries made of the trustees

Responses received and any further action taken

*Circuit/District

*	Signatures ssaUeRRROS ISUNTAt Please delete as appropriate	iedewanvwanesevarcseere	dewanvwanesevarcseere	Jctedvapcenwenemmavensseayecsvescsmemecs DALC..0000<s000	Jctedvapcenwenemmavensseayecsvescsmemecs DALC..0000<s000
RESERVES POLICY of			Whitchurch Methodist Church
		(*Church Council/Circuit Meeting/District)
1.	General Funds held atY/E	Y/E 31/08/		£	29,765
2.	Restricted Funds held		“	£	47,599 + £4,603
3)	EndowmentFundsheld		.	£

Reserves Policy for General Funds snnual Budget Expenditure £43,300 Month Expenditure £22,000

§. Policy for Restricteg Funds Benevolence £38 Enabler £3,454 Young People to atteng Youth Weekend & Sunday Schoo! Leaders atteng Training Courses Coffee Shop £37,036 for running of coffee Shop and Salaries Loca] Organisations £4,603

DH £3 438 Prayer Room

PT £3,634 6. Terms relating to Endowment Funds held

This Reserves Policy has been aPProved by Whitchurch Methodist Church

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Treasurer (Church Council/Circuit Meeting/District)
Trustee
Full name
Full Name
AIVE UW. CARRS a7 ee TNS Nast,
Sionature 2,
4 ae
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2023-08-31-accounts

WHITCHURCH METHODIST CHURCH, CARDIFF

Trustees’ Report

WHITCHURCH METHODIST CHURCH

Trustees’ Annual Report ist September 2022 — 31st August 2023

STRUCTURE AND GOVERNANCE

OBJECTIVES AND ACTIVITIES

Mission and Vision Statement

Public Benefit

Covid 19

Volunteers

ACHIEVEMENT AND PERFORMANCE

Worship

Church Choir

Prayer

Pastoral Care

Outreach

Support for other Charities and Organisations

Use of Premises

Financial Review

Reserves Policy

Revd Dr Stephen Wigley

CHURCH RECEIPTS AND PAYMENTS ACCOUNTS

THE METHODIST CHURCH STANDARD FORM OF ACCOUNTS

Whitchurch Methodist

FOR THE YEAR ENDED

Registered Charity - Charity Registration number

Circuit no.

Minister:

Clive Carpenter

SUMMA\

Name of Church Whitchurch Methodist.

Declarations and Scrutiny

Charity Number 1168635

Responsibilities and basis of report

Name of Church Snnemel MGHNOGI

Independent Examiner’s Statement

Churches Receipts and Payments 2023

*Church Council/Circuit Meeting/District

Policy accepted and acknowledgement sent to the trustees

YES/NO

Responses received and any further action taken

*Circuit/District