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2020-12-31-accounts

NORTH WEST AREA ASSOCIATION OF THE CONGREGATIONAL FEDEK4TION ACCOUNTS YEAR ENDED 31 DECEMBER 2020 RECJISTERED CHARITY NUMBER 516711

NORTH WEST AREA ASSOCIATION OF THE CONGREGATIONAL FEDERATION

YEAR ENDED 31 DECEMBER 2020

CHARITY INFORMATION

Liz Dean Peter Butler Stuart Murray Frank Wroe Chris Okpoti Angela Robinson Alan Kennedy George Crossley

CHESHIRE GREATER MANCHESTER CUMBRIA LANCASHIRE DERBYSHIRE (High Peak) MERSEYSIDE

Page 1

NORTH WEST AREA ASSOCIATION OF THE CONGREGATIONAL FEDERATION

YEAR ENDED 31 DECEMBER 2020

TRUSTEES REPORT

The trustees present their report and the accounts for the year ended 31 December 2020

Summary of activities

The Trustees have continued to support Congregational Churches and good causes.

Development and future plans

There are no immediate plans to alter the way in which the Charity is run nor the way in which the income is expended.

Summary of Results

The Trustees are satisfied with the Charity's affairs.

) Chairman ) Secretary ) Treasurer

Page 2

NORTH WEST AREA ASSOCIATION OF THE CONGREGATIONAL FEDERATION

YEAR ENDED 31 DECEMBER 2020

TRUSTEES REPORT

During the year the Charity has made grants to the following churches:-

Other Grants
Congregational Federation Mission & Ministry Grant
Student Grants
Other Grants -
Less adjustment Chinley 2019 chq not cashed
Total Grants
£
850
28,800
1,000
-
£
-
28,650
28,650

Page 3

NORTH WEST AREA ASSOCIATION OF THE CONGREGATIONAL FEDERATION

YEAR ENDED 31 DECEMBER 2020

RECEIPTS AND PAYMENTS ACCOUNT

Unrestricted Unrestricted Restricted Restricted Total
£ £ £ £ £ £
2020 2019
INCOMING RESOURCES
Dividends & Interest on Investments 8,444 1,048 9,493 11,189
Bank Interest 162 - 162 487
Surplus on Sale of Investments - - - -
Donations / Affiliation Fees 3,315 - 3,315 3,351
NW Preachers - - - -
Walkdens Stipend Cont - - - -
Loan Interest - - - -
Funds Distribution rec'd from Nottingham - 21,000 21,000 17,000
Total incoming resources
RESOURCES EXPENDED
Direct charitable expenditure
Grants
Donations + M&M Donation
28,650
2,500
11,921 - 22,048
-
-
33,969
28,650
2,500
32,027
15,170
-
Administrative expenses
Insurance
Pensions
Pension Arrears
Ministers Conference
Postage & Telephone
Printing & Stationery
Hospitality
Accountancy
Equipment renewals & repairs
Speakers & Travelling
Stipend
Sundry Expenses
Tax/NI Contributions
ACAT Membership subscription
Year Books
Honorarium
497
1,870
-
-
-
-
-
680
-
174
-
120
-
10
175
600
31,150 -
877
-
-
-
-
-
-
-
-
16,112
1,195
3,513
-
-
-
- 31,150
497
2,748
-
-
-
-
-
680
-
174
16,112
1,315
3,513
10
175
600
15,170
491
2,622
-
-
75
23
555
672
-
327
15,756
3,525
3,455
-
-
600
4,127 21,697 25,824 28,101
Total resources expended 35,277 21,697 56,974 43,271
NET INCOMING / (OUTGOING) RESOURCES
before transfers
Gross transfers between funds
(23,356)
-
351
0
(23,005)
0
(11,244)
0
Net incoming / (outgoing) resources
before other recognised gains & losses
Other recognised gains / losses
Unrealised gains and Losses on Investment assets
(23,356)
(13,494)
351
1,722
(23,005)
(11,772)
(11,244)
38,120
Net movement in funds
Total funds brought forward
Less prior yr adj to Funds held on behalf of NW Preachers
Assoc 404,635
-
50,900 455,535
-
428,659
-
TOTAL FUNDS CARRIED FORWARD 367,785 52,973 420,758 455,535

Page 4

NORTH WEST AREA ASSOCIATION OF THE CONGREGATIONAL FEDERATION

YEAR ENDED 31 DECEMBER 2020

STATEMENT OF ASSETS AND LIABILITIES

Note
FIXED ASSETS
Total Investments
1
CURRENT ASSETS
Cash at Bank and in Hand
2
Debtors - Loans outstanding
3
CREDITORS
Funds held for NW Preachers Assoc
5
NET CURRENT ASSETS
NET ASSETS
FUNDS
Unrestricted funds
4
Restricted funds
4
TOTAL FUNDS
)
Trustee
Unrestricted Restricted
£
£
267,138
34,911
267,138
34,911
94,106
18,058
7,449
101,555
18,058
(906)
-
100,649
18,058
367,785
52,973
Total
£
2020
302,049
302,049
112,165
7,449
119,614
(906)
118,708
420,758
367,785
52,973
420,758
Total
£
2019
313,820
313,820
135,220
7,449
142,669
956
-
141,713
455,535
404,635
50,898
455,534

The notes on pages 6 , 7, & 8 form part of these accounts.

Page 5

NORTH WEST AREA ASSOCIATION OF THE CONGREGATIONAL FEDERATION

YEAR ENDED 31 DECEMBER 2020

NOTES TO THE ACCOUNTS

1 Investments

NW AREA
M & G Investments Charifund
IM CAF Investment Fund
COIF Charities Fixed Interest Fund
COIF Charities Investment Fund
BlackRock - BLK Charities UK Bond Fund A Inc
CHAPEL ST
COIF Charities Fixed Interest Fund
CAF UK Equity Growth Fund
BlackRock - BLK Charities UK Bond Fund A Inc
THORNSETT
COIF Charities Fixed Interest Fund
COIF Charities Investment Fund
Sub-total Unrestricted Investments
JESSIE GIBSON
BlackRock - BLK Charities UK Bond Fund A Inc
IRLAMS
COIF Charities Investment Fund
COIF Charities Fixed Interest Fund
BlackRock - BLK Charities UK Bond Fund A Inc
LITTLEMOOR
COIF Charities Investment Fund
CAF Bond Income Fund
Restricted Investment funds
TOTAL INVESTMENTS
Dividend/Intere Opening
Change in
Disposals
Closing
received
Balance
Value
Balance
01.01.2020
31.12.2020
3,463
85,841
(14,893)
70,948
1,163
61,875
(3,875)
58,000
162
5,000
180
5,180
1,754
57,145
3,792
60,937
613
18,428
619
19,047
56
1,737
62
1,799
349
18,547
(1,161)
17,386
72
5,840
196
6,036
164
5062
182
5,244
649
21157
1,404
22,561
8,444
280,631
(13,494)
-
267,138
11
318
11
328
-
238
7,740
514
8,254
115
3,548
128
3,676
209
6,279
211
6,490
-
354
11529
765
12,294
123
3776
94
3,870
1,048
33,189
1,722
-
34,911
313,820
11,772
-
302,049

Page 6

NORTH WEST AREA ASSOCIATION OF THE CONGREGATIONAL FEDERATION

YEAR ENDED 31 DECEMBER 2020

NOTES TO THE ACCOUNTS cont.

2
Cash at Bank
Royal Bank Scotland
Royal Bank of Scotland - Special Interest bearing A/c
COIF - NW Area Deposit A/c
COIF - Thornsett Deposit A/c
COIF - NW Area Projects Deposit A/c
3
Loans
Knowle Green
Timperly
Eccles CC
Opening
Loans
Balance
Made
01.01.2020
4,000
-
2,250
-
1,199
-
7,449
-
2020
130
81,568
17,443
7,782
5,243
112,165
Loans
Repaid
-
-
-
-
2019
(971)
108,878
15,527
6,950
4,836
135,220
Closing
Balance
31.12.2020
4,000
2,250
1,199
7,449

Page 7

NORTH WEST AREA ASSOCIATION OF THE CONGREGATIONAL FEDERATION

YEAR ENDED 31 DECEMBER 2020

4 Movement in Funds

Unrestricted funds
Administration
Chapel St
Mission & Ministry
NW Area Projects
Thornset Ministry
NW Area Preachers Assoc
Loans To Churches
Unrestricted Funds Total
Restricted funds
Area Ministry
Needy churches - Jessie Gibson
Lancs area ministry & future
church finance - Irlams
Capital Investment fund - Littlemoor
Restricted Funds Total 31.12.2020
TOTAL FUNDS
5
CREDITORS
Funds held for NW Area Preachers Assoc
Transfers
Balance
Incoming
Resources
Gains and
between
Balance
01.01.2020
Resources
Expended
losses
funds
31.12.20
£
£
£
£
£
£
-24800.8
785.00
-2256.72
0.00
0.00
-26,272.52
56,320.79
476.31
0.00
-902.62
0.00
55,894.48
-14,634.72
2,530.00
0.00
0.00
-
-12104.72
348,702.76
7,297.89
-33,020.47
-14,177.23
0.00
308,802.95
31,598.32
831.84
0.00
1,586.12
-
34,016.28
0.00
0.00
0.00
0.00
-
-
7,449.00
0.00
7,449.00
404,635.35
11,921.04
(35,277.19)
(13,493.73)
0.00
367,785.47
-19958.51
21000
-21697.12
0
-
-20,655.63
442.37
10.58
0
10.7
-
463.65
51,534.73
561.08
0.00
852.21
-
52,948.02
0.00
18,879.68
476.70
0.00
859.12
-
20,215.50
50,898.27
22,048.36
-21697.12
1,722.03
52,972.54
52,972.54
455,533.62
33,969.40
-56974.31
(11,771.70)
0.00
420,758.01
956.48
0
-50.26
-
906.22

Page 8