REGISTERED CHARITY NO 1192265 TRINITY ST ANDREW'S CHURCH SKIPTON REPORT OF THE TRUSTEES & UNAUDITED F1NANCIALSTATEMEPs for the year ended 31Au Ust 2024
TRINrtY sr ANDREW'S CHURCH SKIPTON ADDRESS: Trinity St Andrew's Church Newmarket Street Skipton North Yorkshire BD23 2JE CORRESPONDENCE ADDRESS: Revd S Mclvor 3 Park Wood Close Skipton BD23 IQW MINisfER: Revd S Mclvor BANKERS: CAF Bank Ltd 25 Kings Hill Avenue Kings Hill West Malling Kent ME19 4JQ Central Finance Board of the Methodist Church 9 Bonhill Street London EC2A 4PE INDEPENDENT EXAMINER: Julie Bridgford Keith Bridgford & Co Chartered Accountants The Rainhall Centre Rainhall Road Barnoldswick Lancashire BB18 SDR
TRINITY ST ANDREWS CHURCH SKIPTON REPORT OF THE CHURCH MEEfiNG forthe yearended 31 Augurt2024 A Local Ecumenical Partnership (LEP) in which members of the Methodist Church and the United Reformed Church Share in Worship, Fellowship. Service and Mission Administrative Information The name of the church is Trinity St Andrew's. It is a part of the Skipton & Grassington Methodist Circuit1271181. The church is a LEP between the Methodist Church and the United Reformed Church- the ownership of the buildings on Newmarket St. being vested in the United Reformed Church and on Westmoreland St. being vested in the Methodist Church. Correspondence address: 3 Park Wood Close, Skipton, BD23 IQW Email: ministerskiptonandgrassington@gmail.com All correspondence should be addressed to the Church Correspondence Secretary (Rev S Mclvorl at the above address. Aims and Organisations As the people of God meeting at Trinity St Andrew's, we share the conviction that God has purpose for us to fulfil in our town and wider community. In seeking to learn more of God's will and purpose for us these are our mission priorities= That we will know Christ and make Christ known That worshippin& working and praying together will result in a relevant. growin& inclusive, all age church. That we will continue to be a Christian presence into the future and recognise that people are more important than buildings. That our mission priorities will include: o Welcome and hospitality Social justice o Worship and prayer Encouraging and enabling 8rovrth in relationship with God (individually and together). That we will be known as Christian5 working for good in our community. That we will have a base which provides the right facilities and resources to enable the work of God'5 kingdom. That we will have the courage to lay down the things we can no longer do and be open to the new things God may be calling us to do. That we will continue to work in partnership with our ecumenical friends.
We seek to put these mission priorities into practice through the work of the whole people of God led by an ordained minister and a team of Steward-Elder5 and trustees appointed by the Church Meeting The trustees have complied with their duties under Section 4 of the 2006 Charities Act to pay due regard to the guidance issued by the Charity Commission on public benefit in deciding what activities the church should undertake. Governance The affair5 of the church are managed bythe Church Meetingwhich meet5 quarterly during the year. All those holding Methodist membership, United Reformed Church membership and joint membership are entitled to attend meetings and to vote. The Minister in pastoral charge of this Church is the Revd Susan Mclvor.
Review of progress and achievements Number of Church Members: 120 Members. of which 90 Methodist, 14 URC. 13 Joint. The 12 months from August 2023 to 2024 have seen the two congregations. which amalgafflated in July 2023 to form Trinity St Andrew's. start to worship together in our Westmoreland Street church building. We have been excited to see our fellowship grow together and the vibrancy of worship in a smaller building has been a particularjoy. We have welcomed new attendees, some of whom have become new members. Ultimately, we are hoping to reduce our number of buildings and management roles to give renewed energy to engage in God's calling to share his transforming love. The coming together of the two churches has meant trustees are responsible for the buildings on the Newmarket St. site and the Westmoreland St. site. We have been engaged in a period of reflection on our mission as a church and the use of our buildings. The church on Westmoreland St. now being our primary place of worship and we are looking towards a future of community mission work expansion from that building. Currently around two dozen community group5 regularly make use of the buildings on the two sites. Our Newmarket St. site hosts Skipton Food Bank. We provide Warm Space Hubs at both sites during the cooler months. the projert at Newmarket St. is a Wellbeing Cafe, now set up as an independent group from the church, attended by up to 70 adults who are vulnerable or in need of support or social interaction. Some are referred by GP'S or Social Services. Wellbeing Café runs all year round, while our Open Door Warm Space hub at Westmoreland St. run5 in the winter months and provides a hot meal and an opportunity to connect with others, as well as the church community. During the warmer months this is rebranded as Welcome Space. Happy Mondays 15 a weekly group at Westmoreland St. attended byaround 40 adult5 Wlth special needs, disabilities and mental health needs. This is run in partnership with Exclusively Inclusive. Both sites host U3A classes and community groups as diverse as Alcoholics Anonymous. Dementia Support, Rainbows and Brownies. A part-time Community Worker is employed by the church to work from Westmoreland St. As well running the Warm Space Hub. he has established a Community Allotment which 15 Vlsited by a number of local groups- young and old. Among the many other church activities including prayer groups and bible study house group5. we rur) a Coffee Shop three times a week, Messy Church monthly, Men's Fellowship. a Ladies "Monday Group-, services including music and communion are held at local nursing and residential homes. Well over 500 followers and subscribers access our content on Facebook and YouTube. Our weekly worship 15 livestreamed which allows people to acces5 It even when not attending. Currently there are over 100 views each week. Looking ahead into 2024-25 we continue to raise money to improve the facilities at the Westmoreland St. site, so that we can expand our offering to the community and start to move some of the activities from the Newmarket St. 51te across, with an eventual plan to close the Newmarket St. site. To date we have raised the majority of the money through local fundraising and grants. We expect the extension to be built in the latter half of 2025.
Financial information The church continues to be financially viable and offers a considerable "share" towards the costs of ministry and maintenance of the work in the Circuit. The Church Treasurer is a member of the Finance and Property Committee and reports regularly to the Church Meeting. As a church we are working out our vision. as to our future area5 of mission and the best way to use of our buildings. TRINITY ST ANDREW'S CHURCH SKIPTON OFFICERS: Minister Revd Susan Mclvor The officers elected by Church members at the AGM are: CHURCH SECREfARY: TREASURER: PASTORAL SECR ARlES. Neil Platt Martin Bendall Jane Holmes Angela Walls Revd Roger Fox Neil Platt Karen Bendall Eileen Lloyd Marie Hickman Helen Coombes STEWARD ELDERS: OTHER TRUSTEES Judy Rogers Alistair Hey Stephen Coombes FINANCE & PROPERTY COMMIThEE: {Newmarket St. Site) Jean Bedford Peter Bedford (Chair) Martin Bendall Tim Crossley (Secretary) Judith Duxbury (Property Steward) Jane Holmes Property Steward, Westmoreland St. site: Richard Waller
Trusteeship The church buildings and hall on both sites are occupied on a formal basis with full running and maintenance costs being borne by the Church Meeting. Parts of the hall are leased to various organisations on leases terminating within five years. The property on Newmarket St. is vested in the Yorkshire Congregational Union as custodian trustee. Any full member of our church can attend our church meetings and vote. Membership is via a commitment to a Christian style of living/worship and the church "receives" new members via a formal part of a service. The investments are vested in the Yorkshire Congregational Union or the Central Finance Board of the Methodist Church and TMCP (Trustees of Methodist Church Purposes} as custodian trustees. Reserves policy Background Reserve5 are money lincomel given to the church which is freely available for our general purposes. Therefore. this policy covers our bank account and Central Finance Board ICFBI accounts. The definition of Reserves means that our restricted and endowment funds are excluded. The policy The church aims to hold liquid reserves of the approximate equivalent of three quarterly circuit a55essment payments plus £5k. This is approximately £52k. The church holds well in excess of this in a deposit account administered by the Central Finance Board of the Methodist Church. Risk review The Finance and Property Committee have conducted a review of the major risks to which the church is exposed and systems have been developed to mitigate those risks. Procedures are in place to minimise internal risks and these procedures are periodically reviewed to ensure that they still meet the needs of the church. Statement of Trustees, responsibilities Law applicable to charities in England and Wales requires the trustees to prepare financial Statements for each financial year which give a true and fair view of the charity's financial activities during the year and its position at the end of the year. In preparing those financial statements. the trustees are required to: o select suitable accounting policies and apply them consistently: o make judgements and estimates that are reasonable and prudent; o state whether applicable accounting5tandards and statements of recommended practice have been followed, subject to any departures disclosed and explained in the financial statements,. and prepare the financial statements on the going concern basis unless it is inappropriate to presume that the charity will continue in operation. The trustees are responsible for keeping accounting records which disclose with reasonable accuracy at any time the financial position of the charity and enable them to ensure that the
financial statements comply with the Charitie5 Act 2011. They are also responsible for safeguarding the assets of the charity and hence for taking reasonable Steps for the prevention and detection of fraud and other irregularities. Signed on behalf of the Church Meeting on by: Revd S Mclvor Mr M Bendall
TRINITY 5T ANDREWS CHURCH, SKIPTON INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF TRINITY ST ANDREW'S CHURCH, SKIPTON I report on the financial statements of Trinity St Andrews Church, Skipton, for the year ended 31 August 2024 which are set out on pages 9 to 14. Respective responsibilities of the church members and examiner The church trustees are responsible for the preparation of the financial statements. The churth trustee5 considerthat an audit is not required for thrsyear under section 144121 of the Charities Act 2011 (the 2011 Actl and that an independent examination is needed. It is my responsibility to= examine the financial statements under section 145 of the 2011 Act: to follow the procedures laid down in the General Directions given by the Charity Commission under section 14515llbl of the 2011 Att- and to state whether particular matters have come to my attention Basis of independent examinerf5 report My examination was carried out in accordance with the General Directions given by the Charity Commission. An examination includes a review of the accounting records kept by the church and a comparison of the financial statements presented with those records. It also includes consideration of any unusual items or disclosures in the financial staternents and seeking explanations from you a5 members concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently no opinion is given as to whetherthe financial statements present a "true and fair Vie and the report is limited to those matters set out in the statement below. Independent examinerfs ststement In connection with of my examination, no matter has come to my attention: 11 which gives me reasonable cause to believe that, in any material respect. the requirements.. to keep proper accounting records in accordance with section 130 of the 2011 Act- and to prepare financial statements which agree with the accounting records and comply with the accounting requirements of the 2011 Act have not been met, or 21 to which, in my opinion. attention should be drawn in order to enable a proper understanding of the financial statements to be reached. Julie Bridgford FCA Keith Bridgford & Co The Rainhall Centre. Rainhall Road Barnold5wick Lancashire BB18 5DR Date
TRINITY 5T ANDREW'S CHURCH SKIPTON STATEMENT OF FINANCIAL ACTIVITIES for the year ended 31 August 2024 Unrestricted Restricted Endowment Funds Funds Funds Note Total 2023 Incoming resources Incoming resources from generated funds Voluntary income Activitie5 for generating funds Investment income Incoming resources from charitable activities 2d 2a 2b 85.629 36.039 13,950 20,488 106,117 36,039 14.446 73,177 29,576 7,766 329 167 152 618 167 240 602 147 138 Resources expended Cost of generating funds Investment management costs Charitable activities Governance costs 57.434 1,366 90,041 840 149 681 57,434 1,366 101,026 840 160 666 51,878 1,251 96,389 780 136 072 3b 3c 3d 10,985 Net Incominglloutgoingl resources before transfers Transfers from Trinity TrO.ethodist Church 2,937 76,832 167 79,936 117,6311 1,439,823 Net incoming/loutgoinglresources before other recognised gains and losses 2,937 76.832 167 79,936 11,066 Revaluation of functional property Gainslllossesl ork investments 15,722.2551 (5,722.2551 10.203 691,796 11,8751 364 9.839 Net movement in funds 15.719.318) 77,196 10,006 15.632,116) 2.112.113 Total funds brought forward 8,016,820 10.671 204.633 ,232,124 6,120,011 Total funds carried fonNard 2 297 502 214 639 2 600 008 8 232 124 The attached notes form part of these financial statements
io TRINITY ST ANDREWS CHURCH SKIPTON BALANCE SHE 31 August 2024 2024 2023 Note Fixed assets Tangible assets Investments 2,142,836 216 689 2.359,525 7,865,091 206 486 8,071,577 Current assets Debtors and prepayments Cash at bank and in hand 18.289 223 034 241.323 11,396 149 931 161.327 Creditors: amounts falling due within one year Creditor5 and accrued income 780 Net current assets 240.483 160,547 Total assets less current liabilities 2.600.008 8.232,124 Net assets 8 232 124 Represented by: Unrestrirted funds General fund URC Property fund 154,666 2,142,836 151,729 7,865,091 Restricted funds Prize funds Croft and Robinson Coffee shop legacy fund BuildinE Fund 1,125 5,450 4,789 1,063 4,944 4,664 87.867 10.671 Endowrnent funds io 214,639 204.633 8 232 124 Approved on behalf of Trinity St Andrev/s Church, Skipton on by: Revd Susan Mclvor Mr M Bendall The attached notes form part of these financial statements
li TRINITY ST ANDREW'S CHURCH SKIPTON NOTES TO THE FINANCIAL STATEMENT5 for the year ended 31 August 2023 Accounting Policies Basis of preparation of financial statements The account5 have been prepaied in accordance with the Charities Act 2011 and applicable accounting standards, under the historical cost accounting rule5 and comply in all material matters with the Statement of Recommended Practice "Accovnting and Reporting by Charities~ rised 2[5. The Financial Statements arÈ prepared under the historical cost convention except for fixed and investments assets. which are included in the Finarhcial Statements at their market value at the balan sheet date and the gain or10s5 IS tBken to the Statement of Financial Acrivities. Incoming resources Volunta Income Collections are recognised when reiVed by or on behalf of the church. Planned giving under Gift Aid is recognisable only when received. Tax recoverable c*n Gift Aid donations is estimated and recognised at the end of the financial year. Donation5 and legacies to the church are accounted for 35 500n a5 the church 15 notified of its legal entitlement. the amount due is quantifiable and its ultimate rlPt by the church is reasonably certain. Income from investments Bank interest Is accounted for when ieceivable. Dividends are accounted for when due and payable. Gains and losses on investments Reali5ed gains or losses are recognised when investments are sold. Unreali5ed gains or losses are accounted for on revaluation of inve5ttnents at 31 August. Outgoing resources Donations Donations Bre accounted for when paid over. or when awarded. rf that award create5 a binding obligation to the church. Activities directl relatin to the work of the church The payment5 to the Methodist Church are accounted for when due. Funds Unrestricted funds represent the funds of the church which are not subject to any restrictions regarding their use and are available for application on the general purposes of the church. Funds designated for a particular purpose by the church leg. The URC Property Fund) are also treated as unre5trirted. Endowment Ib. ..d capital must be maintained expt where the church rnember5 decide to convert endowed capital into income for use on the property- Any income on this capital can be applied for any purpose. Restricted funds are those funds that must be spent on restrrcted purposes and details of the funds held and restrictions ère ?rovided in note 10. Fixed assets Tangible fixed assets (excluding investments) are functional 355ets used for charitable purpose5 and are stated at a valuaiion -sed on the most recent insurance valuation. Investments Investments are valued at market value. Current assets Short term deposits include cash held on deposit with The Yorkshire Congregation Union, The Trltstees for Methodist Ci:., rcl) Purposes, the Central Finance Board of the Methodist Church or at the b3nk.
12 TRINITY ST ANDREW'5 CHURCH SKiwfoN NOTES TO THE FINANCI.L STATEMENTS for the year ended 31 August 2024 contd. Unrestricted Restricted Endowment 2024 2024 2024 Total 2024 Total 2023 2. Incoming resources al Volunta Income Collections - cash Collections- envelopL75 Covenants Income tax recoverable Legacies and donations 5.779 4.366 39.532 21,195 5,779 4,366 39,532 21,195 4,705 76,468 40,997 11,396 106 117 bl Activitie5 for eneralin funds Rents receivable & rooin lettlfl8S Coffee shop salos Fund raising events 32,228 3,811 32,228 3.811 23,765 4.409 cl Investment Income Quoted investment income Income from solar pank. Bank interest & dividei., 4.654 2,057 4,654 2,057 6,214 329 329 167 167 dl Incomin resources from charitable artivities Playgroup fee5 Grants 9,620 3. Resources expended al Costs of eneratin Coffee shop costs Property repairs & mai:',tenance Heat, light & water Cleaning & materials Publicity Insurance Legal & Profes5ion31 costs 911 15,120 25.132 7,137 2.349 6,786 911 15,120 25,132 7.137 2.349 6.785 2,207 5,338 25,683 11,507 5,693 bl Investment manage. iient costs Management fees cl Charitable activities Payments to United Reformed Church Payments to Methoilis,, ircuit Wages lay worker Refund from Pension P,.:serve Fund Expenditure ori buildini ivork Mission & charity donations Junior Church Office & administration costs Sundry expenses Playgroup staff 1.996 68.750 11.440 13,2001 1,996 68,750 11.440 13,2001 10.985 6,279 205 2,094 2,477 2,114 53,125 1.655 10.985 6,279 205 2.094 2,477 8,394 502 2,603 3,082 101026 dl Governance costs Independent examination fee 840 780
13 TRINITY ST ANDREW'5 CHURCH SKIPTON NOTES TO THE FINANCIAL STATEMENTS for the year ended 31 August 2024 contd. Staff costs No employee earned more than £60,000 pa. No officers ol the church ieceived any remuneration or expenses from the church. The Church employs a lèy worker whose salary is part funded by grants. 5. Tangible fixed 355e' Land & Buildin Value At I September 2023 Revaluation in year At 31 August 2024 7.865,091 5 722 255 2 142 836 Depreciation At I September 202S & at 31 August 2024 Net book value At 31 August Z024 At 31 August 2023 2 142 836 7 865 091 The church buildings and hall at Newmarket Street have been included at their estimated market value. The church buildings ic t Kljestmoreland Street are recognised in the accounts at their insured value. 6. Investments 2024 Carrying market valLJe at I September2023 Add surplus on revaluation Carrying market valLie at 31 August 2024 206.486 216 689 2024 2023 At market value- Investment fund5 Quoted stocks Cash in hand of fund managers 6.013 191.294 19,382 5,581 182,511 18,394 Market value carried forward 216 689 206 486 The historical cost of the investments is £172,938 {2023.- £172.9381 7. Debtors 2024 2023 Income tax recoverable Mission Group 18,187 103 11,396 8. knabilities: Amounts falling due within one year Accruals 2024 2023 780
14 TRINITY ST ANDREW'S CHURCH SKIPTON NOTES TO THE FINANCIAL STATEMENTS for the year ended 31 August 2024 contd. Unrestricted Funds Restricted Funds Endowment Funds Total 9. Analysis of assets by fund Fixed assets Current assets Current liabilities 2.142.836 155.506 {8401 5,065 82,802 211,624 3,015 2,359,525 241,323 18401 2 297 502 214 639 2 600 008 10. Funds Unrestritted funds Funds included in the balance sheet amounting to £19,19212023- £17,929) are designated for specific groups within the church. The URC Property Fund is unrestricted and can be used in the same way as the genefal fund. Restricted funds The Prize fund 15 held to provide income for prizes. The Muriel Hyde fund can only be spent on Coffee Shop issues as determined by their Committee from time to time. The Croft and Robinson fund's income can only be used for Trinity'5 propertv. Endowment fund5 The General, School aiid Inulis fund provide income for general purposes. The Prize fund is held with the endowment to provide income for prizes. Transfers from Endowment can only be used for the repair/improvement/upkeep of the buildings and this Is con.2(XJscientiously policed by URC Head Office. Fund anal Balance Incomin Brou ht Resources Forward Resources Ex ended Transfers Gains Losses Balance Carried Forward Unrestrirted fund5 General fund URC Property Fund 151,729 7,865,091 152.618 149,681 154,666 15.722,2551 2,142,836 Restricted fund5 Prize fund Muriel Hyde legacy fund C Croft & CE Robinson Building Fund 1,063 4.664 4,944 62 125 142 87.488 1,125 4,789 5,450 76,503 364 10.985 Endowment funds General purposes School Inglis Bequest troan Hollows Prize fund 77,476 114.016 8,970 3,091 6,854 2917 84,330 116,933 8,970 3,258 167 68 5 712 052 8 232 124 160 666 2 600 008 11. Related party transactions There were no related party transactions durinE the year except for fees of £68,75012023.. £53,125) which were paid to the 5kipton aiid Grassiiigton Methodist Chuich1271181 of which Trinity St Andrew's Chuich is a metnbei.