Southwick Methodist Church Trustees Report for the year ending 31st August 2023
1. Objectives and activities
In setting our objectives and planning our activities the Church Council meets three times a year under the leadership of the presbyter in Pastoral Charge. The General Church Meeting takes place annually as a forum for all members and friends.
Our mission is to be a powerful spiritual influence in the community and a visible expression of God’s inclusive love. We aim to achieve this by developing the worship, learning, social and outreach activities that currently exist, and by seeking new ways to extend to others the fellowship of the Church family.
2. Achievements and performance
The Church funds and grants made to other bodies are all detailed in the Church accounts. The policy of the Managing Trustees on grant making is to ensure that all applicants can demonstrate public benefit and show imagination and creativity as well as a perceived need for that for which the grant is being applied.
In the course of the year, Southwick Methodist Church has provided regular acts of public worship on Sundays and other significant days of the Christian year. Southwick Methodist Church has joined with the members of other churches in Southwick to organise the Remembrance Day service and weekly Prayer meetings. It has joined with other churches in the West Sussex (Coast and Downs) Circuit to celebrate other Christian festivals. In the course of the year, the Church held a gift day fund-raising event to which members of the wider Southwick community were invited. It also held outdoor events to for celebrations including the coronation of King Charles III.
The Church provides opportunities for Christian education and companionship through its regular Bible Study Groups and Prayer meetings. The Church provides opportunities for children and young people to meet through its Boys’ and Girls’ Brigade Companies and Junior Church. Young families also meet for monthly Messy Church and twice a week for a parents’ and children’s group.
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During the year, the church conducted some Prayer times on zoom.
The Busy Bees Preschool has continued to meet on the premises, but it is now a charity of its own. The leadership team of the church met once a month to consider how the church can be present in the community. This has led to many programmes and activities that have helped to pastor and support members of the community. In summer 2023, the church spearheaded a Churches’ Together mission programme, “Smile for Sunflower” project, that saw many people in the community growing and tendering sunflower plants. Though the bad weather did not bring much rain, some of the sunflowers blossomed and brought hope and smiles onto people’s faces.
During the year the church has engaged in regular maintenance of the premises.
2.1 Plans for future years
Encourage initiatives for mission in the community.
Support Churches Together in Southwick.
Ensure that all those required to do so should attend appropriate safeguarding training.
3. Financial Review
Please see the accompanying accounts.
The Managing Trustees have every reason to believe that the Church is a going concern.
Trustees do not foresee any factors that will significantly affect the financial performance or position in the next year or two.
The church holds no freehold property.
The church’s principal sources of funds are from the free-will gifts of the members of the congregation, from fund-raising events and the hire of the church halls.
3.1 Investment policy and performance
To comply with Methodist Standing Orders, monies for long-term investment are lodged with the Trustees for Methodist Church Purposes (TMCP). These sums are invested in unitised investments or held on deposit. The investment returns are close to tracking the movements on the FTSE100 index. The deposit
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mirrors the deposit rates available elsewhere. The Managing Trustees’ investment policy is aligned with that of the CFB and TMCP because these organisations take into consideration the social, environmental and ethical considerations, both negatively and positively, that make investments suitable for the Methodist Church.
Short term deposits are lodged directly with the Central Finance Board (CFB) and attract good rates of interest.
3.2 Reserves Level and policy
Please see the accompanying Reserves level and policy agreed by the Church Council.
4. Trustees’ Responsibilities
For each financial year ending on 31st August the Managing Trustees are required to prepare financial statements that give a true and fair view of the Church’s financial activities during the year and of its financial position at the end of the year. In preparing these financial statements the Managing
Trustees must:
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Select suitable accounting policies and apply them consistently.
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Make judgements and estimates that are reasonable and prudent.
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Follow applicable accounting standards.
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Prepare accounts using The Methodist Church Standard Form of Accounts.
The Managing Trustees are responsible for keeping proper accounting records which disclose with reasonable accuracy at any time the financial position of the church and enable them to ensure that financial statements comply with the law. They are also responsible for safeguarding the assets of the church and hence taking reasonable steps for the prevention and detection of fraud and other irregularities.
4.1 Risk The Church is largely risk averse.
5. Structure, governance and management
The Church is governed by the Methodist Church Act 1976, the Deed of Union and the Model Trust Deeds of the Methodist Church.
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5.1 Structure
Southwick Methodist Church is part of the West Sussex (Coast and Downs) Circuit. As such it is represented on the Circuit Meeting which meets four times a year. The Methodist Conference meets once each year as the supreme denominational body for all Methodist Churches.
1) Overall regulatory authority rests with the Methodist Conference.
2) The Connexional Office implements decisions made by the Conference and is responsible for the stationing of presbyters and deacons (collectively known as ministers) in individual Circuits within the District.
3) Connexional decisions are passed to the Chair of the District and the appropriate officers of the District for implementation.
4) The District passes down to Circuit level for implementation by the Superintendent Minister, ministerial staff and Circuit Stewards, and authority is delegated to the Circuit Meeting for certain matters.
5) The Circuit Meeting passes regulatory control down to Church Councils for local implementation by the presbyter, the Church Stewards, and other officers, and this regulatory control is then exercised by the Church Councils as Managing Trustees of their charity.
5.2 Purpose of the Church
The purposes of the Methodist Church are and shall be deemed to have been since the date of union the advancement of:
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a) The Christian faith in accordance with the doctrinal standards and the discipline of the Methodist Church, and
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b) Any charitable purposes for the time being of any connexional, District, Circuit, local or other organisation of the Methodist Church, and,
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c) Any charitable purpose for the time being of any society, or institution subsidiary or ancillary to the Methodist Church, and
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d) Any purpose for the time being of any charity being a subsidiary or ancillary of the Methodist Church.
The primary purpose of Southwick Methodist Church is to advance the Christian faith by providing opportunities for worship, Christian nurture and fellowship within the wider Southwick Community.
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5.3 Governance
The Church operates within a statutory framework of regulation and seeks to ensure that it follows Methodist Standing Orders. It relies on the Connexional Office at 25 Marylebone Road, London, NW1 5JR to provide guidance on changes that could affect the Church.
The members of the Church Council are appointed under the terms of S.O. 610(1). The Superintendent Minister is ex officio chair of the Church Council but may delegate this task to other presbyters in the Circuit. The Church Council normally meets three times per year and deals with routine and exceptional matters. It oversees the work of other groups within the life of the Church.
5.4 Responsibilities of the Church Council
The responsibilities of the Church Council and other committees are set out in Standing Orders 603 – 604 of the Constitutional Practice and Discipline of the Methodist Church.
6. Reference and Administrative Details
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6.1 Name of the Church Southwick Methodist Church
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6.2 Charity Registration number 1172433
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6.3 Superintendent Minister The Revd Rosemarie Clarke
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6.4 Presbyter in Pastoral Charge The Revd Dr. Frank Okai-Sam
6.5 Names of Managing Trustees
The Rev. Dr. Frank Okai-Sam, Ms. Emily Berry, Mrs Rosemary Dixon, Mrs. Pam Couchman, Mrs Anne Harris, Mrs Heather McKay, Miss Bridget Quint, Mrs Kim Upton, Mr Philip Webb, Mrs Yvonne Yates, Mrs. Julie Scarratt, Mrs. Phyllis Nicholls, Mrs. Janet Collett, Mrs. Elayne Peacock, Mrs. Wendy Cooke, Ms. Jenny Harris, Mr. Robert Disney.
- 6.6 Independent Examiner
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Mr John Young (7 The Crescent, Southwick, West Sussex, BN42 4LB)
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Southwick Methodist Church Income and Ex enditure- Year Ended 315t Au st 2023 31stAuK20Z2 Church Income 31stAug 20Z3 Notes 25,059.92 5.016.24 5,779.(Kl 1.814.04 6.938.94 4460&14 Giwfig- Dirett Bank fjNing- Cash & Cheques Gwin&- Envelope5 GIn8- Onllne Gift Oaim 24.891.30 V 6,056.73 A, 4,048.00 V 1,314.75 V 7,378.67 43.589.45 20,960.QO 9,355.99 aOJiS.99 LetUnB DonaitOn5from Internal (knnI5ath9 21.698. A 8,810.86 V 30,508A6 Dcmtkns for Churth Ilse In Memoriam GÈnttal Ilncludes Wann sparatI Gift Dav Newsletter aterin8 9,355.57 1,411.14 1.949.97 837.74 L407.85 340.(AI ISJ0127 59.259.73 A 2,461.60 911.75 V 19S.00 V 1,541.80 358.05 4 64,727.93 Olher Ihcome count Interest Fees- Weddin8 & Fur1$ Paymer¢ts for PhotocopyinB &Teltphty Relundsfrorn Circuit *15sessments Ulillty Relunds Olher REcelpts 1.812.17 &. IS0. v 1,131.22 V S.226.OD V 1,095.95 201.82 V 9,617.16 275.C(I 1.154.26 6,182.80 645.25 1,387.25 9,72828 99,954.68 Total chur¢h Income 148,543.40
31s1 Aug ZOZZ Church Expenditure 3ts1 Aug 2023 Note5 51.332.(M) 51.332.00 51,015.oD V. 51.015.00 17,933.63 9.297.24 2,791.46 2.311.70 2.914.98 830. 36.079.Ql Maintenante& Repafrs Cleansrvd InwTrnce Gas 12,893.03 9.819.17 3,174.39 5.824.34 5.078.71 818.47 V 37,608.11 8b Water Office and Admlnistrati Stati¢)fiary & ONito Consumab1 Pr5nter TdephoThe & Oroldband SeThKe Copy&tht LkerKe Technolo8¥ Ucences & Software Tethnol¢4y Hardware 228.44 2.ICQ.08 555.os 743.39 390.30 164.47 4.181.73 398.72 1,613.18 V 504.84 V 351.89 V 864.75 2,546.98 6,180.36 io li 12 thurth EpenMs Worship Bocs& Cards Flowers Other Supplbe5 {Candle5/CthMUnk1Th1 524.57 816.24 114.26 150.0) 259.84 V 804.99 V 27.98 V I.00 v 857.50 A 13 Other Pyments 1.605.07 Z.050.31 OtherExpKUre prOfeonal Seryice5 Weddln8 Expenses Hall DeF)sfjl rtend Catering Ma8a2Sno Olher Payments 1.801.60 281.70 V 65.C#J 538.48 1.600.( 1,422.95 5.428.03 823.78 1,579.99 671.90 V 3,457.37 98,625.84 Total church ExPendIre 100,411.15 1,328.84 Overall Surplus/Loss 48.132.25 14
31st 2021 Mission 31stAurf Z023 Noies 4A73.14 Balan5 brou8htforwarf from we¥Eow IA07.24 941.38 2.357.59 Church Mission Other Misyon Cdleclions 6.062.18 1.641.tYJ Total Mlssion Income 7,703.18 15 Church Mlsslon IAdur4 Refugees) Churth Mlssion (Ghana Sthodll Otlw Missfon 1,192.34 5,615.rKs 2,004.56 6,168.00 Total Mlsslon Expendlture 8,811.90 1.604.11 Balan Held for dlstrlbutlon 498.52
Notss.. Aslight reduction is bel seen which Br¥en the irKrEase5 in o¥ewall tOSts lsdlsapp0lnt( As It can be seen our regulèr glvSn8 Is drwpinBand current projection is this will COntinethIVe3rasUrfflÈfflrsh1p decreasÈ A5 it can seen thls was a lar8e increaseon noal rnaiThty due the reIptOf the tquestfrom E15ie tson whlch had taken some years to come through. The increase thi5 yearwas mallde toa £IAW8rant tosutwrtwarrn 5paces,so overall our8eneral donations have rernaiThed the same as la5tyear. It should be noted that'8entral donations, aredeemed to be thosewhere the doThtsr ha$ 5tsted a spÈtifit reason and IdeS such thln8s as Wami Spaces and the Pantry. For unclear reasonsthe donatioThs to the Newsletter have dropped a lotlhisyear- down frorn £857 la51 yearto £195 thls year. A5 the c05t of the New51etter E16r1)• th15 mear•sthe thurthcanWn8 a lot ofthe wtyJuctioTh C05t5 dbre(tly. The largeT arnountof Utility Tefundsthlsyearwas based OTh0 thlrv4s 11 we than8ed water wpplier and 8Ot refund of the amounts they hold & 21 there had been an i5yJe at the end of the previous year because of an overpayrnent whith didn't8et refvndtd thE22-23 fInlIVe. The lower asse55rnentwhllst8ood for the bank balarKe ts a direct refie(tion of the fact our membershlp is lower, in the 23-24 year It has dropped further. Whllsi Malntenance and repairs shows a decrea5ethls year It Is because lastyear the costof the replacemerst rc)f and hall do¢)rswas wlthln the f(nancial year. We have already spentapprox. £7,(KKI so far thlsyeaf on the Ilghtsn8 replacement $0 5t shId be expected that the 23-24 year c05tswlll inrrease as we now have the funds Irom the legacy to corryout sorne rnalntenln wh5th we have been able todelay but should now be carrTred out. our fjasand Ele£trl£ bllls have increased dramaticalty a5 they have for m4fiy people. The fa¢¢ that they are onlv showln835 approx. dtyjble is becav5e theori8lnal flxed pntract onty explred In February 2023 as the wlnter ended- we should expett the costsforihlscurrent ye•rsiisea8e to be muth hl8her. The costs of the printer are show+ lower 45 we h•ve 8 new printerand cOraCt nce No¥ 22 whlch Ismuch more C05t effertive and the next flnan¢lal report should skv)w a fvrther deuea5e. Wedo recover a reasonable anUnt of thesetosis from oryanlsatlons who use the prfnler. The copyrtght Costs have reéuced by 50% becausewe no knn8er have to have a licence toco¥er as many attendee5 of our servlces. A8aln good lor the bank balance but sa¢Jty a reftertion M ourde¢reasingattend•n¢e at seNltes. io The technoloay software expcnditure show5 hiBher thisyearaswe he a c(yJpe of IlceTrceswe pay only bl-annual whlch carne in thisflnancial yÈ•r. Someof theseo)sts have been recored fmm drcult as they share the 50ftware. Thls also coversthe monthl fee for ihe Dona DI itsl Colle¢tion we. The technology hardware was hl8herthi5 ye4ra5 we inve51ed in.. A newoffice PC. the rw N. stand and DVD player and tht'Lobby51Bn' display. li 12 Thls Is a partial c05t of prodIn8r Family iworker (Manthl wfth 3 extra hr*JTS per week overthe circuit hour5 to enhants our outreach to¥outh and famllie5. 13 At the end of the year whllsi li shows usa5 havinB 4 5vrplus01 E48.cK#J11 must bedeady reallsed that had It Th)t bee for the £59,c we received frorn the E15ie Kitson Bequett I would have been repJrtin83 defiat of £ll,ty)D. Thls wo5 150the EHse la yearwhen we had nearly £lO.(KKs bequestsand showed an syrplusof £1.3TrJ. ae0¥ la sa¢lyl we are only retsiningour financial 5tabllity becayse of bequests. In order to slrnplifythe feportingof payrnentsto misslon I ha¥e than8ed the alignrnentto reffiect the church rni5$10n for both thefinandal year In questloTh and the previou5 oneas alm05talways the isan 4mDunt which iscarfted overto the next finanual yearand pr¢XIS only showed the different mI10n merged. Lt tothis I have only left last year total aftd not the split. 14 Is
Summary: The 22-23 finanaal year reflectsa trend that our inc(wne 15 gixng whi15t(HJT expense5 are going up. Forthe last two vears Ihls has been countered bythe ¥etript of kind Lwue5ts. but we do havea Mmberof ur8ent malntenantr projects which will con5urne these resetsr. Additionally it can be seen that our ability to hi our hallsout is cr¢lical to our incorne stream and that requires Usto provide a 5atÈ andwdl maintsined property. CNerthe nextyÈ8r and followingyeatswe wlll havÈ to be Èxtrernely tareful on fttusSng Ouf expenditure lthat whith we can controllon project5 which help grow the ¢hurch. Thls wlll mean thaL we wlll rt be able todo everylhingthatwe would like todo. ¢lnthe mafirrwÈ would IlkÈ.
CHURCH RECEIPTS AND PAYMENTS ACCOUNTS THE METHODIST CHURCH STANDARD FORM OF ACCOUNTS Southwick Methodist Church FOR THE YEAR ENDED 31 August 2023 West Sussex (Coast and Downs CSrcult Clrcult no. 3609 Reglstered Charlty - Charfty Reglstratlon numb•r If not a registered charity Her Majesty8 Revenue and Customs Glft Ald number rrhe HMRC number is equivalent to a registered charity number in temis of evidence of charitable status and may be used to give to donors or grant funders wishing to see eviden of the organisation's charitable status. Methodist charities in England and Wales thgt are not registered charities are excepted from registration under Statutory Instrument 2014 No.242) 1172433 Minister: Rev Dr Frank Okai-sam Church Stewards.. Bridget Quint Philip Webb Julie Scarrati Flamela Couchman Treasurer" Philip Webb churches-re*ipts4nd-payments-2023.xls 1of5
ACCOUNTS FOR THE YEAR ENDED 31 AUGUST 2023 Southwick Methodist Church Unrestrlcted Restricted Tot* th1$ Fund5 Funds year Totsls last year SECTION A a1 RECEIPTS Note 82 Offerings and Tax recovered Bank and CFB intet and Investment income 43,689 43.689 44,608 a3 1.812 21,698 81.344 148.543 1,812 21.698 81.344 148.543 84 a4 Lettings other re¢eipls TOTAL RECEIPTS 20,960 34,926 100,577 a5 a6 la71 SECTION b1 PAYMENTS b2 Circuit Assessment or Share 51.015 61.015 274 51,332 1.014 b3 Donations 274 b4 Repairs and Maintenance Ulililies Ilnsurances, water charges, heating & lighting) 25,259 25,269 27,395 b5 14.973 14,973 8,933 b6 b7 Other payments TOTAL PAYMENTS 8,890 100,411 8,890 100,411 10,051 98,725 b8 SECTION C NET RECEIPTSIPAYMENTS FOR THE YEAR c1 la64)8 48.132 48,132 1,852 Total funds brought forward trom last year 51.199 51,199 (c61 49.3SO c3 Sub total (¢1+c2) 99.331 99.331 31,202 Transfers and adjustments {¢71 131 c5 TOTAL FUNDS AT END OF YEAR (c3+) 99,331 99,331 Ic8) 51,199 1¢81 SECTION D FOR INFORMATION ONLY: MONEY RECEIVED AND PASSED ON TO EXTERNAL ORGANISATIONS (the8& amounts are not to be in¢luded In tolal ro¢•lptslpayments figures abovel d1 Balan brought fomrd from last year 1,607.24 4,473 d2 OfferingslGifts- reIVed for external organi&qtions 7,703 3,302 d3 OfferingslGifts - passed lo extemal owanisations 8.812 6,168 d4 BALANCE STILL TO BE PAID Id1+d24J3} 499 1.607 2of5
Southwick Methodist Chw¢h ARY RCHA TS I RPUL TOTHE RCH COUPXI SECTION E Gu this SumThary Dflh$ church aCntsftsr the yearended 31 AUSt 2023 and Intemai OrganiSat>S TEwbffj to the Cthh CounoJVChurch Meetrw. Not¥thWthe I5 ofan Intemal OroartL4atlon normly be Restricted furf¥ unless rt GOLAd be deiy thaitWcouk1 be Led forwry Metthod15t purp)se This seLon must be cotnltrled 10 wrive althe nrnea exyetwJrtLK8 ofth2ChLrf£lI. If irvm excoJ$theAttns threJ. AxvJa15 of3ntin AND A DIFFERENT FORM ttmjst be LWJ to rttheacts {see iirKOsiEtr). PkntorÈithe ¥jIOn0tss rwdry transf•g tstwthe Di51tiand Innected DE¥lrictOryaDr63tions. INTERNAL ORGANISATIONS bALqn ng b3L4n Wqdn•8day F•110hlP 3.J24 Dsl 2.693 1,988 ¢2 3rd GB 6.997 6.978 621 10.421 11.042 C•méo IBt South BB 1,621 .507 9,155 Coflqo Shop 75e 758 50 ManN Lunch Club 1.719 1,718 e5 3.790 3.914 118) $90 L•dle• th•¢ Bmkl• 791 478 c7 Meisy ChuKh 32D 294 Oroanl88UonsfrJnda 20,616 20.975 25,819 25,360 Chur¢h vxounts ItOthi• browhlfonvard from p•09 2- totDls £oiumnl {#71 1¢71 61,199 99.331 by CHURCH 189.069 121.jm 47.ln 77,018 124,891 Continu• on 8 warats 8D8et 11nlIary brtrfj tr to1$ lorw•rd TOTAL REWPTS TQTJL PAYMeNTS SECTION F QPENIMG CL081NG BALANCES CHURCN-¢A$H FUNOS HeLD •t 31 C¥sh In h•nd Pank ¢uiMIActQLnt 31,045 26,19D.08 centsO1 Flnarts BoArd 17.819 Z1.766 40 Truste8$ 2.165 51.3e4.29 QlherfrJnd8 SUB TOTAL. ehu¢th xcounts TrAal fur by Imgrnal OryanAatknr@(trA dt*hii balant01 from ab}1¢12) 61.199 99J30.37 Ic81 2Sl9 26,360 TOTAL CASH Fu3 HELD BYCHURCH 77,018 124,691 SECTION G Al 31 AuBus12V2 OTHER ASSEfs an(t LIABIUTIES Investmerit5 (indudè Enrnts) Land & 8u1Irjs (E notesre Inra¥4) Olh8rA¥¥ets Lo8nlGI. Show1¢Yslg at>T¥eTh OUW Wilitse5 f4 IUe ¢nIyFUndshe althe CtraI FrtAr lloard 15 IncludelY Funds k$atTrUSteeknQdtetrrth PwTW¥ Jof5
Name of Church . Southwlck Methodist Declarations and Scrutiny I confim that these Receipt and Payment based accounts for the year to 31 August 2022 have been prepared from the records of the Church and that they include all funds under the control of the Church trustees. Signature of treasurer . Name and address of treasurer .. e.1.lF....I&..,...L{x..U.e.eF. < P Post Code..... Presentatlon to the Church trustees I confim that the annual report and accounts for the year en 31 August 2022 werelwilk*e' ID Signature of the Chair of the meeling Name of the Chair of the meeting .5 Datè . Independent Examiner's Report to the Trustees of the g.o.VTH WSGL.. ...Church Charfty Number ... Responslbllltles and basls of report I report to the trustees on my examination of the accounts of the . Church for the year ended 31 August 2022 set out on pages I to .2 As the Church's trustees. you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (Ihe Act,). S.QQT.H.IC.k...¢ r+ub,sr I 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, I have followed all the applicable Directions given by the Charity Commission under section 14515)(b) of the Act. delete or circle as appropriate 20t5 church R ar PJb 4of5
Name of Church .Southwick Methodist...... No 360812 Ind6p8ndent Examinevs Statsment I have completed my examination. I confimi that no material matters have come to my attention in connection wth the examination {other than that disclosed below.) which give me cause to believe that in, any material respect.. the accounting records Vre not kept in accordance with sects'on 130 of the Act; or the accounts do not accord wtth the accounting records. I 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. I havelhave not. obtained independent verification of all investmenls wrth 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 indivKlualty in excess of £10,000 (ten thousand pounds) at the balance sheet date. Signature of independent examiner Name of independent examiner S¢.NJv....you!kl q Relevant professional qualification of independent examiner fLcA Name of firm (where appropriate) Address Post Code 13fv¥.. Z4. L Date delete or circle as appropriate churches-weipts-and-payments-2023.xls 5of5