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2024-12-31-accounts

The Church In Wheatley Receipts and payments account for period 1 January 2024 to 31 December 2024

£
9,154.00
4,357.69
60.00
3,646.92
17,218.61
5,666.60
4,226.91
1,439.69
366.09
67.79
0.00
550.09
482.30
0.00
327.00
130.00
0.00
250.00
28.06
23,096.76
3,239.37
26,336.13
2023
£
9,154.00
4,357.69
60.00
3,646.92
17,218.61
5,666.60
4,226.91
1,439.69
366.09
67.79
0.00
550.09
482.30
0.00
327.00
130.00
0.00
250.00
28.06
23,096.76
3,239.37
26,336.13
2023
Receipts
Voluntary Receipts
Planned Giving
Gift Aided SO
Income tax reclaimed
SO
Plate Collections
Fund Raising
Events
Less event Costs
Sundry donations
Other Ordinary Receipts
Bank and deposit interest received
National Savings and Investments
TransaveUK
Central Finance Board Methodist Church
Cash bf from 2023
Book Sales
Receipts from other parishes for Paschal Candles
Fees paid to CIW acting as PCC
Lettings
Methodist Pension Fund Loan Repayment
Southwell & Nottm DBF Energy Payment
Methodist Insurance refund
Excess of payments over receipts 2023
£
£
9,104.00
3,710.86
90.00
2,270.80
15,175.66
5,457.95
1,631.78
3,826.17
2,724.72
76.99
148.02
575.28
800.29
75.00
5.00
51.54
361.00
0.00
7,347.34
0.00
0.00
30,366.72
2024
£
£
570.97
17.14
1,718.95
1,464.56
3,183.51
1,986.20
38.71
2,024.91
188.62
0.00
188.62
234.00
132.00
1,039.44
40.00
9,642.60
4,734.00
1,663.92
1,000.00
1,901.23
26,372.34
2023
£
£
570.97
17.14
1,718.95
1,464.56
3,183.51
1,986.20
38.71
2,024.91
188.62
0.00
188.62
234.00
132.00
1,039.44
40.00
9,642.60
4,734.00
1,663.92
1,000.00
1,901.23
26,372.34
2023
Payments
£
£
The Ministry working expenses
1,042.74
Junior Church
0.00
The Buildings and services
Heating and lighting
Church
2,174.73
Chapel
0.00
2,174.73
Insurance
Church
2,033.39
Chapel
0.00
2,033.39
Water (Church only)
Church
70.26
Repairs and maintenance
Church
2,196.00
Chapel
0.00
2,196.00
Chapel Grounds expenses
18.00
Upkeep of services
186.00
Other salaries
500.48
Leaving gifts
55.00
Payments outside the Parish
Parish Share
9,279.48
Chapel Assessment
4,734.00
Donations made
336.41
The Church in The Levertons
0.00
Other Ordinary Payments
487.95
23,114.44
Excess of receipts over payments 2024
7,252.28
30,366.72
2024
Payments
£
£
The Ministry working expenses
1,042.74
Junior Church
0.00
The Buildings and services
Heating and lighting
Church
2,174.73
Chapel
0.00
2,174.73
Insurance
Church
2,033.39
Chapel
0.00
2,033.39
Water (Church only)
Church
70.26
Repairs and maintenance
Church
2,196.00
Chapel
0.00
2,196.00
Chapel Grounds expenses
18.00
Upkeep of services
186.00
Other salaries
500.48
Leaving gifts
55.00
Payments outside the Parish
Parish Share
9,279.48
Chapel Assessment
4,734.00
Donations made
336.41
The Church in The Levertons
0.00
Other Ordinary Payments
487.95
23,114.44
Excess of receipts over payments 2024
7,252.28
30,366.72
2024
Payments
£
£
The Ministry working expenses
1,042.74
Junior Church
0.00
The Buildings and services
Heating and lighting
Church
2,174.73
Chapel
0.00
2,174.73
Insurance
Church
2,033.39
Chapel
0.00
2,033.39
Water (Church only)
Church
70.26
Repairs and maintenance
Church
2,196.00
Chapel
0.00
2,196.00
Chapel Grounds expenses
18.00
Upkeep of services
186.00
Other salaries
500.48
Leaving gifts
55.00
Payments outside the Parish
Parish Share
9,279.48
Chapel Assessment
4,734.00
Donations made
336.41
The Church in The Levertons
0.00
Other Ordinary Payments
487.95
23,114.44
Excess of receipts over payments 2024
7,252.28
30,366.72
2024
17,218.61
4,226.91
366.09
550.09
0.00
327.00
130.00
0.00
250.00
28.06
1,986.20
38.71
188.62
0.00
67.79
0.00
482.30
76.99
148.02
575.28
23,114.44
7,252.28
23,096.76
3,239.37
26,336.13 26,372.34 30,366.72

The Church In Wheatley Balance Sheet at 31 December 2024

2023
13,456.67
7,677.44
11,287.99
4,033.41
75.00
36,530.51
39,802.13
23,096.76
(26,336.13)
(32.25)
(3,271.62)
ASSETS
TransaveUK
National Savings Bank - investment account
Central Finance Board Methodist Church
Virgin Money - current account
Cash in Hand
Sundry Debtor
Sundry Creditor
Represented by
GENERAL ACCOUNT
Balance at 1 January
Receipts for the year
Payments for the year
Less Shortfall on estimate of 2022 Sundry Debtor
Less Cash in Hand 1 Jan 24 paid to bank
Movement for the year
Balance at 31 December
2024
13,604.69
7,754.43
11,863.27
10,484.04
0.00
208.00
(206.64)
43,707.79
36,530.51
30,366.72
(23,114.44)
0.00
(75.00)
7,177.28
2024
13,604.69
7,754.43
11,863.27
10,484.04
0.00
208.00
(206.64)
43,707.79
36,530.51 43,707.79

NORTH WHEATLEY CHANCEL FUND (restricted fund)

The PCC has responsibility for a fund whose income is restricted to keeping the chancel of the church wind and weather proof. The fund is administered by the Southwell & Nottingham Diocesan Board of Finance

2023
334.71
31.50
366.21
76.59
12.59
89.18
0.00
89.18
2,342.49
815.00
0.00
0.00
25.00
0.00
404.42
640.00
4,226.91
CAPITAL FUND
Balance at 1 January
16.20 CBF Investment Fund shares
Increase/(decrease) in value of investments
Balance at 31 December
16.20 CBF Investment Fund shares at market value
INCOME FUND
Balance at 1 January
Central Board of Finance of the Church of England: deposit account
Interest earned for the year
Less: Management fees
Balance at 31 December 2024
Fundraising Activities Including Sale of Chapel Furnishings (nett of Gift Aid and GASDS)
2024
366.21
8.38
374.59
89.18
15.00
104.18
0.00
104.18
2,103.96
10.38
390.00
208.00
0.00
179.39
349.52
584.92

Take Away Lunches
Sale of Chapel furniture and fixtures
Sanderson Barbeque
Ride and Stride
Prize From Notts Historic Churches Fund Photo Competition
Pilgrims and Prophets Visits 5 & 12 Oct
Maltby Brass Band Concert
Christmas Raffle
3,826.17

Independent Examiner's Report for the year ended 31 December 2024 to the Board of The Church in Wheatley

This report on the financial statements of the Church in Wheatley for the year ended 31 December 2024, which comprise the Statement of Financial Activities, the Balance Sheet and related notes, is in respect of an examination carried out in accordance with the Church Accounting Regulations 2006 (“The Regulations”) and

This report is made solely to the Church in Wheatley in accordance with section 43 of the Charities Act 1993. My work has been undertaken so that I might state to the The Church in Wheatley those matters I am required to state to them in an independent examiner’s report and for no other purpose. To the fullest extent permitted by law, I do not accept or assume responsibility to anyone other than the The Church in Wheatley for my

Respective responsibilities of the The Church in Wheatley and examiner

As members of the The Church in Wheatley you are responsible for the preparation of the financial statements; you consider that the audit requirement of the Regulations and section 43(2) of the Act do not apply.

It is my responsibility:

o To examine the financial statements (under section 43(3)(a) of the 1993 Act);

o To follow the procedures laid down in the General Directions given by the Charity Commissioners (under section 43(7)(b)of the 1993 Act; and

To state whether particular matters have come to my attention.

Basis of this report

My examination was carried out in accordance with the General Directions given by the Charity Commissioners under section 43(7)(b) of the Act and to be found in the Church guidance, 2006 edition, issued by the Finance Division of the Archbishops’ Council. That examination includes a review of the accounting records kept by the Church in Wheatley and a comparison of the financial statements presented with those records. It also includes a consideration of any unusual items or disclosures in the financial statements, and seeking explanations from you as trustees concerning any such matters. The procedures undertaken do not provide all the evidence that

Independent examiner's statement

In connection with my examination, no matter has come to my attention:

(1) which gives me reasonable cause to believe that in any material respect the requirements To keep accounting records in accordance with section 41 of the 1993 Act; and

To prepare financial statements which accord with the accounting records and comply with the accounting requirements of the 1993 Act and the Regulations have not been met, or

(2) to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts

Peter Jordan FCA Mattersey 18 March 2025

CHURCH IN WHEATLEY FINANCE REPORT

The Church in Wheatley finances enjoyed a boost of over £7,000 in 2024 due to the Methodist Pension Reserve Fund becoming able to return with interest the money given to it in 2021. When allowance is made for this windfall the Church in Wheatley made a small trading loss of £95.06 in 2024. Our planned giving and fundraising were lower than in 2023 but donations, including a donation to fund the replacement of some radiators, were up. Our income from deposits is increasing, but when we allow for the fact that we no longer spend on the Chapel building the outlook for 2025 is rather tight.