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2020-08-31-accounts

TRUSTEES’ ANNUAL REPORT

and FINANCIAL STATEMENTS for the year ended 31 AUGUST 2020

Contents

1 Objectives and activities

As a District, as circuits, and as churches, we seek to embrace ‘Our Calling’ and the Priorities of the Methodist Church, and through the District we shall:

2 Achievements and performance

The principal purpose of the District is to act as a supporting body between Circuits and the Connexion. The District does not seek and, in large measure, does not attain direct contact with the public. The direct contact is by Churches and Circuits and it is these that the District supports in their desire to provide benefit to the public.

2.1 2019-20

a) Overview from the Chair of District

The Yorkshire West Methodist District is a picture of diversity, from the Yorkshire Dales to the inter-faith and multi-cultural diversity of our towns and cities. We have established churches that represent some of the earliest Methodist Societies in the country, to more recent communities that have emerged through ministry in the bars of Bradford. It is a District that it is a privilege and pleasure to serve.

There is no doubt the District is served by an excellent and skilled team of employees and volunteers. Without their contribution we would simply not be able to serve the circuits as we should, nor would we be able to achieve all that we do across the District. There have been important staffing changes in the District as one of our Safeguarding Officers left the District. We were pleased to appoint her successor, to ensure that we maintain the highest standards in safeguarding across the whole District. We are grateful for how our new officer has contributed to our culture of safeguarding all in the District. This became ever more important as our understanding of good safeguarding practice had to respond to the need to move so much of our work online during the pandemic. We were pleased to appoint a new Local Preachers’ Secretary for the District, to oversee the development of the life of local preachers from a District perspective. We were sorry also to bid farewell to our Deputy Chair and Touchstone Team Leader, Revd Dr Barbara Glasson. She has served Touchstone and the District with great vision, care and wisdom, and has been invaluable during those times she acted as Chair. There have been several key areas in the life of the District, in the last 12 months, that I would like to draw attention to.

Leeds Methodist Mission: The District is grateful to circuits who have helped to resource this work while more established funding streams are secured for it. The appointment of Deacon Merry Evans, who was part of our team in Leeds, was curtailed at the end of August, and we are grateful for the work he has done. His role helped the LMM discern needs and had led to the establishment of the role of a development worker for the project. The development worker, Ms Anna Bland, has been in place since the summer of 2019. She has continued to map the context, build relationships, and discern the strategy for our work in Leeds. As in every aspect of the District, the LMM had to adapt to the implications of lockdown and we saw growth in our digital presence and the creation of resources that were made available to a wider context.

Connexional Communities Worker: This had been a post we had hoped to fill in the year 2019/20, however the recruitment process was paused. This allowed several adaptations of the role to be considered, finally resulting in the combination of a role in the District and one focussed in the Leeds City Centre. An appointment will be made in the Autumn of 2020 to take this important initiative forward in the life of the District.

Lay Employment: The District has made a concerted effort in 2019/20 to take an overview of lay employment in the District, the circuits and churches. It is our commitment to ensure the highest standards of management, support and care for lay employees, as well as ensuring effective compliance. A new lay employment policy was adopted for the District and a new HR consultant was appointed to work alongside administrative support in the District.

District Mission Plan: The District began the process in 2019/20 of reviewing the former development plan and initiating the scope of a new 5-year plan. That work began in the Leadership Team of the District and has since been reviewed and contributed to by Circuit Stewards and the District Policy Committee. Each contributing to its breadth and depth. The hope is to finish that work in 2020/21 and see it adopted by the Synod as a map of the landscape ahead of us.

Grant Making: One of the greatest opportunities we have in the District to support the work of churches and circuits is through our grant making body. We have this year been able to support work among asylum seekers and refugees, in schools and alongside children and young people. We have also supported heritage work, fresh expressions in different parts of the District, and rural mission and ministry. All this, as well as being significant financial partners in the work of Huddersfield Mission and at Touchstone Bradford. We are fortunate to have resources we can release each year and we were pleased to commit all we had available in 2019/20.

Covid and Lockdown: When I was welcomed as the Chair of District, in August 2019, none of us could have known the shape of the year ahead. It all began normally with the usual calendar of Methodist activity, but that would change for all of us as news of a new virus emerged and we entered lockdown in March. This meant the District, along with the circuits and churches of the District, had to discover a level of agility we did not know we had. We maintained healthy financial controls to safeguard the work of the District and took responsibility to liaise with circuits about any challenges they were facing. We continued to adapt to the challenges that covid and lockdown have created, but also to see it is an opportunity to embrace new ways of working. The consequence of some of that adaptation has been to reduce our carbon impact, facilitate more effective relationships between superintendents across the District, and through the Learning Network provide learning opportunities for the current age.

In conclusion I would want to say that the past year has been rewarding, blessed, and joyful, despite the challenges that have been intrinsic to it. The Yorkshire West District is a dispersed community that celebrates its diversity and benefits from the gifts of its members, and I am grateful that God called me here.

b) Leeds City Centre work

The Mission Development Group has continued to work with the Development Officer and the Deacon on the development of new missional opportunities in the city centre; both appointments are supported by the District Advance Fund. A forward strategy has been agreed by the District Policy Committee, and several of the areas of potential activity which have been identified are now being implemented. Circuits and churches across the District agreed to make financial loans to the District so that this work can continue to develop, at least in part, before funding from the former Oxford Place site is in place.

For LMM on the ground it has been a year of change and growth. We have developed a strategy, aims and vision giving the project a clear future while also trialling some of our ideas through events, activities and online content. Our key areas of activity and development are creative and relational forms of activism, wellbeing as well as creating spaces and resources for meditation, reflection and contemplation. COVID-19 has changed the emphasis of the project in response to the hurt and distress in society more towards wellbeing and meditation.

c) Grant making

The District Advance Fund is used to provide grants to support Property and Mission & Ministry projects. It is expected that property projects will enable extension of mission and ministry work. Financial support is given to District, Circuit, Church and Ecumenical initiatives as well as to secular projects working in areas that are in line with the Methodist Church’s “Our Calling” statement. DAF continued to fund subsequent years of projects approved in previous financial years. It renewed funding for the District’s major projects Touchstone and Huddersfield Mission as well as local projects such as Horbury Youth Project and WYDAN Night Shelter (West Yorkshire Destitute Asylum Network ).

New initiatives for which funding was approved included the appointment of a worker to develop intentional communities in the life of the District. In total the DAF funded over 10 existing and ongoing projects in the year.

d) Touchstone This has been a year of change, invitation and unexpected challenges.

At the beginning of the year we celebrated with Rev Dr Barbara Glasson as she commenced her Presidential year during which Andrew Lightowler and Inderjit Bhogal (Chair of the Touchstone Council) provided practical and leadership cover. In September 2020, we wished a fond fare-well to Barbara as she took up a new teaching appointment at the Queen’s Foundation and welcomed Rev Caroline Ryder as the new Team Leader. In the autumn 2019, the team were invited to Bradford Cathedral as one of the recipients of an Issachar Fund ‘Gratitude Award’. The awards celebrated grassroot community and interfaith work and we were able to share more about our work. In January 2020, the team were invited by ‘Near Neighbours’ to be part of their workshop for the Royal Visit of the Duke and Duchess of Cambridge. During the visit our community outreach worker, Shamim, recalled her recent experiences of being a visibly Muslim woman and the challenge of being verbally abused. Our interfaith worker, Jenny, highlighted the importance of safer spaces such as Touchstone in bringing people from different faiths and cultures together to form friendships, increase understanding, and transform communities.

Prior to lockdown, the team were busy getting out and about. The women’s interfaith bike ride visited different places of worship and shared hospitality with local Muslim, Jewish and Christian communities. Our ‘Roots and Shoots’ and the ‘Art of Friendship’ groups took the opportunity to work collaboratively and creatively by visiting the Bronte Parsonage Museum in Haworth. The women and young people participated in a workshop studying women’s lives, then and now.….and then lockdown came.

Over the last six months, the team have demonstrated their resilience and dedication. Our administrator, Julie, ensured our tenants (BEACON, Abigail Housing, the District office), as well as the building itself, were regularly updated and safety measures implemented. The team kept people connected via Zoom and pastoral phone calls. Our women’s group initiated a project called ‘Together Apart’ and made Torans (traditional South Asian wall hangings) and the Women’s Interfaith Book group was reunited. There have been some fascinating conversations around themes such as prayer, identity and culpability.

Throughout the year Touchstone Counselling has been working with clients and offering safe and confidential spaces. For this important work to continue over lockdown, the counsellors continued sessions via Zoom.

In March 2020, an ‘Away Day’ with Touchstone Council members and staff was a helpful beginning in seeking to explore and develop new pathways. With the ‘new’ team in place and starting to embrace the building as ‘home’, we are excited to discover and grow into new ways of working and embrace the challenges ahead. We thank the District for their ongoing support and input.

e) Conistone Hostel

The hostel has been closed since March 2020. Regular checks have been made to avert the risk of legionella, also to see if any damage or faults had arisen, which needed attention. All bookings which were in place at the beginning of lockdown were cancelled, with one exception.

The water system is to be drained down, to avoid the need to be running taps through the winter. We offered to return deposits to those with cancelled bookings, but several asked us to save them for a future booking. We have pencilled in some provisional bookings for 2021, which are of course subject to changes to the state of the pandemic.

The treasurer reports that our electricity bills have been significantly under-estimated by Scottish Power since January 2018, despite his submission of actual meter readings. The under-charging now amounts to approx £4,500. He has taken steps to resolve this with Scottish Power and expects a large bill to be issued shortly, which will reduce our bank balances to circa £16,000. The overall deficit of £1,990 for the year, is a consequence of the Covid pandemic, with no income from bookings since March.

A persistent problem of water from the downstairs shower overspilling onto the carpet in the corridor, was cured, by improving the profile of the floor to increase its gradient. As a ‘green’ measure, we replaced the fluorescent tubes in the dining room with LED strip lights. No other major work has been done during the fallow period. It has been our custom to have a Spring-cleaning weekend during February each year, attended by all the committee. The committee decided at the AGM to defer this until the hostel is about to reopen, when we will have a deep clean of the premises, in readiness.

The current committee have tendered their resignations, to become effective at the AGM of 2021. We undertook to engage with representatives of the DPC, to explore the future viability of the hostel, using a vision statement which the committee will prepare by Christmas.

f) Young People’s Network

2019-20 has been an interesting year to say the least! In November 2019 we had a group of 91 adults and young people from the District attend 3Generate. In January 2020 we had a successful trip to the ‘Dare2Air’ inflatable fun park at Huddersfield Leisure Centre with 31 young people coming together, many for the first time. Unfortunately, due to the pandemic, our physical youth weekend, originally planned for April, was first postponed and then cancelled altogether, but we instead held our first virtual youth weekend. This presented us with the opportunity to connect with other young people who would normally not have joined us, and also allowed for a wider range of contributors to the weekend’s event than would have otherwise been practical, given travelling times, costs etc. Our final planned event of the year, a BBQ social afternoon, was unable to take place, but with the postponed youth weekend taking place in July, our activities were spaced out across the year.

g) ONE Opportunity Programme

Eight young people aged 16 - 20 participated in the Programme, from eight churches across four circuits. A further participant from one of these circuits joined the Yorkshire North and East Programme via a mutual arrangement. Their projects included setting up children’s and youth groups, sports activities, creating resources for prayer and worship, marketing church activities, developing/leading worship, leading kids clubs/messy church/junior church and mental health.

Through these projects and the training weekends they learned new skills and enhanced existing skills, explored and identified strengths and gifts, developed faith and discipleship, grew in confidence, experienced a positive mental health impact and found their place in the church.

Through the Covid-19 situation most of the participants found suitable alternative work or new ways to deliver their projects. They demonstrated perseverance, creativity, positivity and resilience, ably supported by their project enablers and mentors in their local church. The second and third 'residentials' took place very effectively via Zoom.

h) Volunteers

A substantial part of the District’s ministry continues to be accomplished by volunteers. Most District officers and other members of the District Synod, except for ministers and paid lay employees are volunteers.

i) Property Consents support

As a District, we aim to provide help and support to all our Circuits and Churches in progressing projects through the Methodist Church property consents process. To help them in this process, the District Property Consents Panel provides valued comments on many schemes offering practical help and guidance where appropriate. The Panel consists of a group of practising and retired professionals with a wide-range of experience in the world of property, health safety and the environment and the mission of the Church.

j) MWiB

West Wakefield Methodist Church was the venue for the first meeting of the Methodist year in September. A buffet lunch was followed by a celebration service with Holy Communion. The Revd Kerry Tankard was the preacher and also presided at the Communion service.

In October Haworth Road Methodist Church was the venue for the District Forum. After lunch Tim Baker brought us up to date with the various partnerships with All We Can and particularly told us about the solar panels in Malawi which we had fund raised for and the ‘super spuds’ which were the current project.

A few days later in October several ladies went to Elm Ridge Methodist Church , Darlington where a World Federation Day was taking place. The theme was ‘Water for Life, Water of Life’. One of our ladies who happened to be visiting in the south of England at that time attended the alternative venue at Braintree.

In November there was a rather different Advent Preparation day to the ones held in recent years. We gathered at Christ Church, Halton and during the morning various workshops took place. In the afternoon there was an Advent service based around the Chrismon Tree, the decorations having been made earlier. A choir had also been formed and this led the singing.

In February we gathered on a very wintry day at Christ Church, Hipperholme. The Revd Philip Barnett and Mrs Catherine Barnett took us round the Emerald Isle in a vintage Morris Minor. The couple did this journey to raise funds for the MS society and a collection was taken for that charity. We enjoyed the musical talents of the couple during the afternoon.

As we left Hipperholme we had no idea that we would not meet as group again during the Methodist year. The District committee met prior to District Forum and then a few days later we were placed in lockdown and the Forum did not happen. The District Committee have kept in touch via Zoom and plans are being made for the future using that technology.

We have been delighted that over the two years more than £4,800 has been raised for All We Can. We will continue to support their work which has now moved to providing bicycles that can make a huge difference to the lives of children to go to school and also to take goods to market.

2.2 Plans for future years

a) JPIT (Yorkshire)

A meeting with regional church leaders in February has created the opportunity to move forwards in new ways. Senior Church leaders will meet annually with the JPIT Convenor to agree a Conference topic with an 18 month lead-in, around which JPIT Yorkshire’s work will be focused. We agreed a Conference for Summer 2021 around the theme of Green Church. JPIT Yorkshire is trying also to stimulate the development of expressions of Green across the region.

b) Redevelopment of Oxford Place Methodist Mission and future plans for Leeds city centre

The Methodist Council is reviewing its position regarding the development of the Oxford Place building and a decision is expected in October 2020.

Meanwhile Leeds Methodist Mission (LMM) has planned further initiatives for commencement during the next year, including the appointment of a Missional Communities Worker (who will work half-time on developing a community in the centre of Leeds, and half-time supporting

developments across the rest of the District) following the departure of the Deacon for another appointment.

Looking to the future LMM will continue to focus on wellbeing, activism, meditation and creativity . In the long term we aim to be a well-known, established Leeds city centre project with a timetable of activities and events alongside an established community. We want to connect with a wide range of Leeds society while also making sure we have activities and events that offer depth and growth to those involved. Ultimately, we want to help the people of Leeds flourish.

c) ONE Opportunity Programme

Seven participants have joined the Programme for 2020/21 - our 3rd cohort. They are working through the Covid-19 restrictions, helping their churches find new ways of being church and reaching out with the gospel. The District Policy Group has approved the continuation of the Programme beyond the initial 3-year period and the Grants Committee has fully supported the work of OOP programme staff and the benefits to participants and churches. The Committee has agreed a further grant to fund a further 3 years which will take the Programme through to August 31st 2024. As momentum builds and Covid-19 restrictions are eased we hope to recruit up to ten new participants for 2021/22.

d) Young People’s Network

In 2020-21 we are already looking forward to a number of activities. 3Generate this year is going virtual, with opportunities to connect all through the year, which we are encouraging as many young people to be involved with as possible. Our recently re-formed youth shaper group will be putting together a virtual activity evening to be held in November, and plans are underway for our annual youth weekend in April, although whether this is a physical gathering or a virtual one remains to be seen.

3 Financial review

During the year the District received total income of £692,562 and spent £666,268 resulting in net surplus of £26,294 for the year and total reserves carried forward of £3,507,964. There were no significant events during the year.

The trustees of the District have every reason to believe that the District is a going concern, principally because Circuits continue to meet their assessments and the District has adequate reserves to cover a shortfall in anticipated income. There are no subsidiary undertakings. Trustees do not foresee any factors that will significantly affect the financial performance or position in the next year or two.

The District holds a number of freehold properties being:

The District has the following principal sources of funds:

These sums are used to administer the District and to provide grants to Circuits, Churches and individuals in the District so that they may embark on or continue with projects that fulfil the mission of the District by bringing more people to Christ or by providing facilities that might enable this to happen.

3.1 Investment Policy and Performance

Restricted funds and monies for long term investment are lodged with the Trustees for Methodist Church Purposes (TMCP). TMCP acts as custodian trustee for all real estate held by Districts and for all large (over £20k) bequests and for the proceeds of sale of any property formerly owned by the District. These sums are invested in unitised investments or held on deposit. The investment returns are close to tracking the movements in the FTSE100 index. The deposit income mirrors the deposit rates available elsewhere. These organisations take into consideration the social, environmental and ethical issues, 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 favourable rates of interest.

There are no other bench marks for the expected returns on investments at TMCP and CFB. The objective for the District is a rate of return at least as good as market rate.

3.2 Reserves level and policy

The Managing Trustees are responsible for ensuring, as far as is in their power, the continuing financial health of the District. This requires the keeping of sufficient funds to meet day to day expenses and to respond to unforeseen circumstances, risks and challenges which may arise.

Reserves Policy for Unrestricted General Fund (excluding properties):-

The Managing Trustees’ policy is to maintain the level of reserves at no more than six months of total resources expended. Where reserves vary from this level, the figure will be reported to the District Policy Committee for action to be taken, if considered necessary, to remedy the position. Note: The General Fund (excluding properties and connected organisations) amounted to £45,781 at 31 August 2020 equivalent to four months of resources expended.

Policy for Unrestricted District Advance Fund:-

This fund is intended to support new initiatives in mission and ministry, outreach and evangelism and to offer solidarity for advance in the maintenance of mission through property. The District Policy Committee will determine annually the percentage split of the available funding between personnel and property. The District Grants Committee, on behalf of the District Policy Committee, administers the fund in accordance with the stated priorities and procedures.

Policy for Unrestricted Designated Funds:-

The Managing Trustees’ policy is to maintain Designated Funds, in accordance with their stated objectives.

Policy for Restricted Funds:-

The Managing Trustees’ policy is to maintain all Restricted Funds in accordance with their stated objectives shown below:-

Bradford City Centre Fund: The capital of this fund is in the nature of an Advance Fund (see District Advance Fund above).

Benevolence Fund and EDEV Fund: Each of these funds has been set up for a specific restricted purpose.

Allen Illingworth Funds – Youth and Overseas Missions: These two funds were set up on receipt of monies from the estate of Allen Illingworth: each one has a specific restricted purpose.

Policies for connected funds

Conistone: the total balance at 31 August 2020 was £20,490. Tariffs are set at an appropriate level in order to maintain both an adequate reserve and a designated Major Property Repairs fund (currently £16,000)

MWiB: the balance at 31 August 2020 was £4,080

Touchstone: the balance at 31 August 2020 was £227,176. Of this sum, £163,177 is the fund for the general running of Touchstone and is made up of grants for future years. Further funds of £63,999 are for specific projects within Touchstone.

Leeds Extension Society: exists to provide small loans and grants to churches and circuits within the former Leeds District (balance £157,647)

Leeds Methodist Choir: rehearses and performs an annual concert (balance £5,768)

3.3 Risk management

The Managing Trustees have examined the major strategic and operational risks facing the District and have established the necessary systems to manage or mitigate these risks. In particular:

3.4 Collaborative arrangements with connected charities

The District’s main source of funding was the assessments obtained from each Circuit within the District based on the membership and staffing levels of the Circuit and this was used to defray the cost of administering the District. This sum amounted to £153,401.

The District also obtained from each Circuit with a reserve in its Circuit Model Trust Fund (CMTF), a levy based on the size of the Circuits’ CMTFs at the start of the connexional year (01 September). In 2019-20 this sum was £117,656 and was credited to the District Advance Fund.

The District holds no funds as custodian trustee . It does, however, quarterly receive from Circuits within the District the Circuits’ contributions to the Methodist Church Fund (MCF). These sums are collected as agent for the MCF and are passed to the MCF later in the same quarter. Funds receivable by the District as agent are not recognised in the financial statements because the funds are not within its control. No fee is earned in respect of this agency arrangement and the District incurs no cost through this arrangement.

4 Trustees’ responsibilities

For each financial year ending on 31 August the Managing Trustees are required to prepare financial statements that give a true and fair view of the District’s financial activities during the year and of its financial position at the end of the year. In preparing these financial statements, the Trustees must:

The Managing Trustees are responsible for keeping proper accounting records which disclose with reasonable accuracy at any time the financial position of the District and enables them to ensure that the financial statements comply with the law. They are also responsible for safeguarding the assets of the District and ensuring their proper application under charity law and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

5 Structure, governance and management

The District is an unincorporated charitable association governed by the Methodist Church Act 1976, the Deed of Union and the Model Trust Deeds of the Methodist Church and was registered with the Charity Commission on 4 December 2009.

5.1 Structure

Circuits are the co-ordinating charities for local groups of Churches; Circuits pay the stipends of the ministers and employ lay staff to serve the Churches in the Circuit; most decisions for this purpose are made at or ratified by the Circuit Meeting.

A District is the co-ordinating charity for a group of contiguous Circuits and makes its decisions at the half yearly synods.

The Methodist Conference meets once each year as the supreme denominational body for all the Methodist Churches.

5.2 Purpose of the District

The mission of the Methodist Church is the advancement of the Christian faith in accordance with its doctrinal standards and discipline. The District is an umbrella organisation constituted to advance the mission of the Church in West Yorkshire by providing support for Circuits, offering resources, finance, personnel & expertise. The District is also responsible for the deployment and oversight of the various ministries of the church locally. All this is carried out as a response to “Our Calling” adopted by the Methodist Conference of 2000 in Huddersfield and “Priorities of the Methodist Church” adopted by the Methodist Conference of 2004 in Loughborough.

The Synod and District Policy Committee are the operating bodies representing Circuits and they provide the link with the Connexion. The District Synod appoints the Managing Trustees who are normally the members of the District Policy Committee.

5.3 Governance

The District 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 District.

The members of the District Policy Committee (DPC) are annually appointed by a vote of the Synod for a continuous term not normally exceeding six years. Membership comprises Chair of District (ex officio); Synod Secretary (ex officio); all members of the District Officers’ Group and named District Officers; one nominated representative from each circuit, alternating lay and ministerial (presbyteral/deacon) terms wherever possible.

The District Policy Committee normally meets four times per year and deals with routine and exceptional matters. It oversees the work of the Grants Committee, finance, property, lay employment the District office, the District manse, stationing, safeguarding, authorisations to preside at communion, and extensions to local preacher training.

5.4 Responsibilities of the District Policy Committee

5.5 District Properties

The Managing Trustees receive reports annually on the state of the District properties as shown in Note 9 to the accounts, any remedial work and improvements carried out during the past year and any proposed further work to be undertaken, as advised.

6 Reference and Administrative Details

6.1 Name of the charity

The Yorkshire West District of the Methodist Church

6.2 Charity registration number

1133134 registered in England and Wales

6.3 Principal Office

Touchstone Centre 4 Easby Road Bradford BD7 1QX

01274 392628

www.yorkshirewestmethodist.org.uk

6.4 Chair of the District

Revd Kerry Tankard

6.5 Secretary of the Synod

Revd Christine A Hawke

6.6 Assistant Secretary of the Synod

Mrs Wendy Bentley

6.7 District Treasurer

Mr John H Robinson

6.8 Names of Charity Trustees

The following served as charity trustees throughout part or all of the year 2019-20 or were trustees at the time of this report being approved:

Chair of District: Chair of District: Revd Kerry Tankard 1 Sep 2019
Deputy Chair of District: Revd Dr Barbara Glasson retired 31 Aug 2020
Synod Secretary: Revd Christine A Hawke 1 Sep 2013
Revd Melvyn Kelly 1 Sep 2018
DPC Secretary: Mrs Wendy Bentley 1 Jan 2017
District Treasurer: Mr John H Robinson 9 May 2015
Lay Stationing Representative: Mrs Caroline Stead 1 Sep 2013
Property Secretary Mr David Quick 1 Sep 2017
District Youth Work Co-ordinator Mrs Laura Tunnacliffe 1 Sep 2017
Methodist Council Representative: Mr Tim Baker 1 Sep 2017
Safeguarding Officer Mrs Barbara Hutchinson 1 Sep 2017
Grants Officer Mr Peter Finneran 1 Sep 2020
Mr Graham Iliff
 retired 31 Aug 2020
DAF Officer Mrs Caroline Mason 1 Sep 2017
Representing Leeds (South & West) Mrs Sharon Brocksom 1 Sep 2017
Leeds (North & East) Mrs Anne Vautrey 1 Sep 2017
Denby Dale & Clayton West Revd Dr Philip Bee 1 Sep 2015
Wharfedale & Airebrough Revd Tim Perkins 1 Sep 2020
Revd Lesley Taylor retired 31 Aug 2020
Aire & Calder Mr Matt Burland 1 Sep 2020
Mr Peter Finneran retired 31 Aug 2020
Skipton & Grassington Mr John Tomlinson 1 Sep 2016
Settle Mrs Liz Whitfield 1 Sep 2015
Airedale Revd Ruth Crompton 1 Sep 2016
Bradford North Revd Nick Blundell 1 Sep 2020
Mr Clive Grimshaw retired 31 Aug 2020
Bradford South Mr Trevor Kershaw 1 Sep 2019
Calderdale Revd Kathie Heathcoat 1 Sep 2019
Huddersfield Revd Helen Roberts retired 31 Aug 2020
North Kirklees & Morley Revd Janet Corlett 1 Sep 2020
Mr Ian Wilson retired 31 Aug 2020
Touchstone Revd Caroline Ryder 1 Sep 2020

No charity trustee claims exemption from disclosure of his or her name here.

6.9 Bankers

Charities Aid Central Finance Board of the Methodist Church
Foundation 9 Bonhill Street
25 Kings Hill Avenue London
West Malling EC2A 4PE
Kent
ME19 4TA

6.10 Investment managers and custodian trustees

Trustees for Methodist Church Purposes Central Buildings Oldham Street Manchester M1 1JQ

6.11 Independent Examiner

Sleigh & Story Chartered Certified Accountants & Registered Auditors Thornhill Brigg Mills Thornhill Beck Lane Brighouse HD6 4AH

Approvals

The Trustees’ Report and the Financial Statements were approved by the Managing Trustees on 8 December 2020.

Signed on behalf of the DPC, as authorised:

Revd Kerry Tankard District Chair Date:

John H Robinson District Treasurer Date:

7 Statement of Financial Activities (SOFA) for the year ended 31 August 2020

(Consolidated)

Notes to the
accounts
Income and Endowments from:
Donations and legacies
1
Charitable activities
Investments
Other
2
Assessments on circuits
3
From Circuit Model Trust Funds
Contribution to the cost of the Chair
4
Connexional Advance & Property Fund
Sale of properties
Grants
5
Total
Expenditure on:
Grants and donations
6
Salaries and associated costs
7
Property:
8
- Manses
- Other property
- Insurance, utilities
Purchase of properties
Office expenses
9
Synods, committees, Conference
10
Other outgoings:
- Training
- Learning & Development Forum
- CDiM
- Projects
11
- Sundry
12
Total
Gains/(Losses) on investment assets
Net income/(expenditure)
Transfers between funds
13
Transfers between funds other organisations
Other recognised gains / (losses):
Gains/(Losses) on revaluation of fixed assets
Adjustment relating to prior period
13A
Actuarial gains /(losses) on defined benefit
pension schemes
Net movement in funds
Reconciliation of funds:
Transfer of funds from Leeds District
Transfer of property from Leeds District
Transfer of funds from Leeds organisations
Total funds brought forward
Total funds carried forward		 General Fund
(Unrestricted)
District Advance
Fund (Unrestricted)
Designated Funds
(Unrestricted)
Restricted Funds
Endowment Funds
Total 2019-20
Total 2018-19
£
£
£
£
£
£
£
12,167
74,187
86,354
81,118
0
0
0
0
-1,808
6,756
33,720
19,527
58,195
56,963
153,401
153,401
134,182
117,656
117,656
149,569
40,831
40,831
39,689
171,355
171,355
135,436
0
497,584
64,770
64,770
128,438
192,424
295,767
110,657
93,714
-
692,562
1,222,979
15,570
215,609
9,033
5,214
245,426
195,188
44,031
165,211
36,595
245,837
277,443
0
22,109
5,383
27,492
36,605
-1,000
39,001
38,001
92,296
5,086
10,961
16,047
11,696
0
390,243
18,843
8,314
27,157
27,566
10,515
10,515
9,474
0
0
153
153
5,833
0
0
0
0
27,092
27,092
21,763
5,453
7,649
15,446
28,548
46,534
94,412
215,609
235,333
120,914
0
666,268
1,114,641
0
0
98,012
80,158
-124,676
-27,200
0
26,294
108,338
-80,100
-115,700
195,800
0
-35,463
-35,000
35,000
0
0
17,912
-70,542
71,124
7,800
0
26,294
72,875
0
-274,208
-82,408
56,616
25,792
-
0
0
-
-64,496
-13,926
71,124
7,800
0
502
-201,333
0
0
0
0
0
0
2,781,974
60,007
174,009
491,472
0
3,507,462
3,708,795
2,717,478
46,081
245,133
499,272
0
3,507,964
3,507,462

8 Balance Sheet Methodist Church Yorkshire West District (Consolidated)

AS AT 31 AUGUST 2020 2531000

----- Start of picture text -----
General & District Other Funds Endowment Total Total
Designated Advance Fund (Restricted) Funds 2020 2019
Notes
Funds (Restricted)
(Unrestricted)
£ £ £ £ £ £
Tangible Fixed Assets
Manse and other property 14 2,531,000 2,531,000 2,531,000
Investment properties - -
- -
- -
- -
Investments - -
Total fixed assets 2,531,000 - - - 2,531,000 2,531,000
Current Assets
Debtors and Prepayments 5,602 5,602 15,105
Central Finance Board and Trustees for 15
510,543 731,115 461,158 1,702,816 1,550,400
Methodist Church Purposes Deposits etc
Cash at Bank and in hand 15 7,012 36,469 43,481 125,206
Total current assets 517,555 731,115 503,229 - 1,751,899 1,690,711
Current liabilities
Creditors and Accruals (due in under 1
year) 1,740 301,347 3,957 307,044 263,215
Net current (liabilities)/assets 515,815 429,768 499,272 - 1,444,855 1,427,496
Total assets less current liabilities 3,046,815 429,768 499,272 - 3,975,855 3,958,496
Long term liabilities
Loans to the District 16 84,204 84,204 -
Grants payable 17 383,687 383,687 451,034
Other liabilities due after 1 year - -
Net assets 2,962,611 46,081 499,272 - 3,507,964 3,507,462
Funds of the District
General Fund (Unrestricted) 18 2,717,478 2,717,478 2,781,974
District Advance Fund (Unrestricted) 18
46,081 46,081 60,007
Designated Funds (unrestricted) 19 245,133 245,133 174,009
Total unrestricted funds 2,962,611 46,081 3,008,692 3,015,990
Restricted Funds 20 499,272 499,272 491,472
Endowment Funds - 0 0
Total Funds 2,962,611 46,081 499,272 - 3,507,964 3,507,462
----- End of picture text -----

9 Accounting framework and accounting policies

NB Notes to the Accounts can be found in section 10

i

Accounting framework

The financial statements have been prepared under the Charities Act 2011 in accordance with the 2014 version of Accounting and Reporting by Charities: Statement of Recommended Practice (SORP) applicable to charities preparing their accounts in accordance with the Financial Reporting Standard for Smaller Entities applicable in the UK (effective from 1 January 2015) – the Charities SORP (FRSSE) – in replacement for the SORP’s 2005 version specified in its related 2008 Regulations and in accordance with the “true and fair override” provision contained therein.

ii Public benefit entity

The West Yorkshire District meets the definition of a public benefit entity under FRS 102. Assets and liabilities are initially recognised at historical cost or transaction value unless otherwise stated in the relevant accounting policy note(s) below.

iii Basis

These accounts have been prepared on the basis of historical cost except that investments are shown at their market value at the end of the year, on the accruals basis to show a true and fair view of the District’s financial position and activities.

iv Content

The financial information presented is relevant, reliable, comparable and complete. Where estimates are used these are based on experience, research and judgement. The accounts are expressed in £Sterling, rounded to the nearest pound.

v Going concern

Based on the monetary assets and human resources available at 31 August 2018, the trustees believe that the District is a going concern.

vi Consolidation

The District oversees the work of ministers and lay workers in Churches and Circuits within the District but does not have control over those Circuits or Churches, ministers or lay workers except in extreme circumstances, none of which were applicable. For this reason, the financial statements of the Churches and Circuits within the District are not consolidated into these financial statements. The managing Trustees do, however, have oversight of two projects within the District – Touchstone and the Conistone Hostel – and those accounts have been consolidated, as have the accounts for:

vii Income recognition

Income is brought into account when it is more likely than not that the economic benefit of the income will accrue to the District. No attempt is made to measure the value of services donated by volunteers. Details of how the contribution to the cost of the District Chair has been determined appears in Note 4. A similar figure appears in the Expenditure at Note 7.

Individual amounts categorised as Other income in the SOFA will be shown separately if they are considered material.

The District acts as agent in two matters:

In all these matters the transactions are not reflected in the SOFA because there is no obligation on the District to make up any shortfall in assessments from Circuits. Sums received as Circuit assessments cannot be recognised as income in the District as they are the income of the MCF.

In accordance with the Charities SORP (FRSSE), the time of volunteers is not recognised. Further information on this matter is provided in the Trustees’ Annual Report.

viii Expenditure

This is recognised when a liability is incurred, or a constructive obligation arises, that results in the payment being unavoidable. Liabilities are recognised as soon as an outflow of economic benefit is considered more likely than not under the legal or constructive obligation committing the District to pay out resources.

ix Grants

Grants are recognised in full when the award is made once the District accepts that there is a legal or constructive obligation to make the payment and that such payment is probable.

x VAT

Since the District is not VAT registered, all input VAT is charged with the expenses to which it refers.

xi Tangible fixed assets

These are capitalised if they can be used for more than one year, and individually cost at least £1,000. The freehold property is shown in the accounts at estimated realisable value, of which the land component is deemed to be 50%. The properties have been reviewed for impairment.

xii Investments

Investments are valued in the balance sheet at market value at the year end. Investment income is included in the accounts when receivable and any gains or losses on revaluation at the year end are shown in the SOFA.

xiii Debtors and creditors: bank and cash

Debtors are stated at the amounts owed to the District or prepaid. Creditors are initially recognised at settlement amount after any trade discounts, where normal credit terms apply, or amount advanced to the District. Subsequently creditors that are current liabilities are measured at the cash or other consideration expected to be paid. The liquid funds of bank balances and deposit account balances are shown at the realisable values.

xiv Methodist Church Fund

The District acts as agent for the Methodist Church Fund (MCF) by collecting its assessments on Circuits and does not, therefore, include the assessments in the SOFA. If a Circuit is late in paying its MCF assessment to the District but such sum is received before the quarterly transfer to the MCF, the amount paid late will be shown as a debtor in the District’s accounts.

xv Chair’s manse costs

The District is required to provide accommodation for the Chair of District and his/her family. The District bears the cost of repairs, maintenance, building insurance, council tax and water charges. These costs are not shown separately as benefits-in-kind as HMRC does not seek to tax these receipts.

10 Notes to the Accounts

1 Donations and legacies

Training
Benevolence
EDEV
MSM
Youth
LMM
Touchstone
MWiB
Leeds Holiday Club
Leeds Choir
Leeds Ext Society
Total
2 Other
Interest
Other - General
- DAF
-Training
-President’s Assistant
-MSM
-Pentecost Praise
-Rental income
Youth events
ONE programme
Touchstone
MWiB
Conistone
Leeds Choir
Holiday Club
Leeds Ext Society
Total		 General
unrestricted
DAF
Designated
Restricted
2018-19
2,651
1,885
893
261
(240)
300
4,604
107
188
4,605
23,298
70,807
11,785
2,677
3,770
200
2,929
50
50		 General
unrestricted
DAF
Designated
Restricted
2018-19
2,651
1,885
893
261
(240)
300
4,604
107
188
4,605
23,298
70,807
11,785
2,677
3,770
200
2,929
50
50
12,167
74,187
44,466
General
unrestricted
DAF
Designated
Restricted
2018-19
2,328
6,756
899
384
9,142
1,800
1,755
645
(4,136)
2,520
100
23,625
4,961
3,700
6,676
2,676
13,090
13,942
869
4,676
3,969
6,728
291
5,950
35
924
1,953
(1,808)
6,756
33,720
19,527
58,063

3 Assessments on circuits

All Circuits paid their assessments to the District: the amount paid includes a sum £153,401 (2018-19 £134,182) to defray the costs of running the District and a contribution £800,515 (2018-19 £797,886) to the Methodist Church Fund towards the cost of running the Connexion. The sum collected for and remitted to the MCF does not appear elsewhere in these financial statements.

An assessment on Circuits is annually determined by Districts by reference to the number of staff in the Circuits and the number of Church members. The annual meeting of Circuit Treasurers, together with the District Treasurer, agrees appropriate capping levels for both increases and decreases, in order to achieve the aggregate level of assessments required to meet the District and MCF budget.

4 Contribution to the cost of the Chair

The Chair of District chairs meetings of the District Policy Committee (DPC). The members of the DPC are the trustees of the District. The stipend, employer’s NIC and employer’s pension contributions of the Chair of District are paid by the Methodist Connexion. The Chair’s other costs are met mostly by the District.

2019-20 2018-19
Stipend of Chair of District 31,065 30,210
Employer's National Insurance contributions 3,081 2,978
Employer's pension contributions 6,685 6,501
Cash cost paid by the Connexion (see SOFA, line 7) 40,831 39,689
Notional estimate of cost of providing manse 16,000 16,000
Chair's expenses 2,067 4,651
Total cost 58,898 60,340

Since the stipend-related costs above (ie £40,831) are borne by the Connexion, they appear both in the Income of the District and the Expenditure of the District (See Note 7). It should be noted that the chair is required to occupy the District manse. The manse is provided by District and the District maintains the property. The sum of £16,000 was determined by research of local letting agents on the internet and does not appear elsewhere in these accounts. The Chair of District is the sole paid key management person but is supported by members of the DPC.

5 Grants

University chaplaincy
Our Calling
Touchstone
Total
Grants and Donations
General fund
Training
CDiM
Benevolence
Bradford
DAF
Illingworth – Youth
- OM
MWiB
Total		 General
unrestricted
DAF
Designated
Restricted
2018-19
44,770
28,297
20,000
20,000
80,141
64,770
128,438
General
unrestricted
DAF
Designated
Restricted
2018-19
15,570
6,234
1,486
2,799
2,715
2,227
2,429
107
145
215,609
218,850
1,350
2,880
3,213
15,570
215,609
9,033
5,214
230,188

6 Grants and Donations

The Grants Committee is aware that grant applications must demonstrate public benefit.

7 Salaries and associated costs

General
unrestricted DAF Designated Restricted 2018-19
Chair of District 39,689
Office 35,764 25,677
Youth coordinator 5,460 5,272
MET
Lay employment 3,267 5,760
Safeguarding 31,031 36,337
Rural lead 6,810
District Property Sec
University chaplaincy
LMM
ONE programme
Touchstone
Total
5,000
5,000
34,034
32,933
64,570
38,045
23,306
16,995
36,595
71,735
44,031
165,211
36,595
272,203

No employees received employee benefits that totalled more than £60,000. There is no accrual for holiday pay as it is immaterial; the holiday year ends on 31 August. All staff are paid at or above the living wage.

Pensions

Most ordained presbyters and deacons are members of the Methodist Ministers’ Pension Scheme (MMPS). This is a defined benefit scheme. The Supreme Court held in 2014 that Methodist ministers (which term includes presbyters and deacons) are not employees of the Church. For simplicity, however, when dealing with National Insurance Contributions and pension contributions, the terms ‘employer’ and ‘employee’ are used as they would be in an employing body.

On the other hand lay employees are contractually employees and have the option of joining the Pension and Assurance Scheme for Lay Employees of the Methodist Church (PASLEMC), The Pensions Trust or some other arrangement. PASLEMC is a defined benefit scheme and the employing Churches and Circuits contribute as employers to this scheme.

The Connexion accounts for both the MMPS and PASLEMC pension schemes and shows the figures in the annual Methodist Church in Great Britain accounts.

8 Property costs

Manses
District manse
District Office
2 West Parade manse
167 Otley Road manse
39 Batcliffe Dr manse
Touchstone manse
Total
Insurance, utilities etc
District manse
District office
2 West Parade
167 Otley Rd
39 Batcliffe Dr
Touchstone manse
Touchstone house
Conistone hostel
Total
Other property
Touchstone house
Conistone hostel
Total		 General
unrestricted
DAF
Designated
Restricted
2018-19
5,372
2,146
480
15,638
2,422
1,960
6,378
2,700
638
7,457
5,383
13,523
22,109
5,383
36,605
894
1,797
570
781
1,358
2,046
1,396
2,006
459
868
802
9,269
1,692
3,805
5,086
10,961
11,696
(1000)
34,734
90,430
4,267
1,866
(1000)
39,001
92,296

Touchstone house includes payment of £53,292 for building works completed in a previous year.

9 Office expenses

Chair’s expenses
Office - post & tel
- stat’ry etc
- hospitality
- IT
- use of Touchstone
Ecumenical
Professional
Other
Touchstone
Total
Synods, Committees, Conference
Synod secretary
Synod & posth’ders
Conference reps
Total		 Chair’s expenses
Office - post & tel
- stat’ry etc
- hospitality
- IT
- use of Touchstone
Ecumenical
Professional
Other
Touchstone
Total
Synods, Committees, Conference
Synod secretary
Synod & posth’ders
Conference reps
Total		 General
unrestricted
DAF
Designated
Restricted
2018-19
2,067
4,651
1,191
1,290
647
1,100
524
1,093
2,355
625
1,000
173
9,479
2,958
1,581
2,071
8,314
13,605
18,843
8,314
27,566
General
unrestricted
DAF
Designated
Restricted
2018-19
1,589
2,104
8,926
6,256
1,114
10,515
9,474

10 Synods, Committees, Conference

Payments to trustees and postholders:

It is District policy to offer to reimburse members of the District Policy Committee and others involved in the administration of District affairs for expenditure properly incurred in carrying out their duties. ,

11 Other outgoings – Projects

Mission & Rural – housing
- expenses
- Story of Light
- Pentecost Praise
- sundry
Safeguarding - expenses
- printing
- other
Univ chaplaincy - expenses
- other
LMM - expenses
- LCI
- Activism
- Contemplative
- general
ONE programme - expenses
- travel
- training
- residential
- other
Youth - events
- expenses
- general
Total		 General
unrestricted
DAF
Designated
Restricted
2018-19
311
1,298
(5,010)
262
(4,350)
754
2,100
3,907
946
620
609
1,006
695
762
230
2,220
2,635
7,200
4,200
378
886
2,144
2,149
1,365
2,010
13
272
58
274
1,284
3,846
314
785
2,799
7,736
1,056
819
400
(128)
27,092
21,763

12 Other outgoings – Sundry

Newsletters, books
General
EDEV
Bradford Fund
MSM - expenses
- events
LP Training Fund
Safeguarding
JPIT
Deputy Chair
Supervision
Leeds Holiday Club
Holden Library
Yorks Churches on Show
Rural Business Support
Touchstone
MWiB
Conistone
Leeds Choir
Holiday Club
Leeds Ext Society
Total
3 Transfers between funds
Office
Manse
Training
CDiM
Change of Chair
Safeguarding
Youth
University chaplaincy
LMM
ONE programme
Touchstone
Rural lead		 General
unrestricted
DAF
Designated
Restricted
2018-19
124
3,392
1,934
3,536
44
685
36
23
1,075
1,658
6,460
910
421
70
375
2,197
595
1,187
1,486
300
600
400
2,500
12,693
12,399
419
5,430
513
268
4,994
558
2,030
3,970
5,453
7,649
15,446
46,534
General
unrestricted
DAF
Designated
Restricted
(4,500)
4,500
(8,000)
8,000
(2,000)
2,000
(5,000)
5,000
(500)
500
(46,850)
46,850
(13,250)
13,250
(70,350)
70,350
(36,000)
36,000
(9,350)
9,350
(80,100)
(115,700)
195,800

13 Transfers between funds

13A Prior year adjustment

There is an adjustment relating to a prior period of £25,792, this relates to a difference on the gain/(losses) on revaluation of fixed assets which should have been included in the prior year. There is then subsequently a £56,616 transfer between the General Fund and District Advance Fund with no net effect on the SOFA.

14 Tangible fixed assets

Assessed market value
District Manse 38 Longlands, Bradford £380,000
2 West Parade, Leeds £357,000
167 Otley Road, Leeds £344,000
Touchstone Team Leader’s Manse 30 Merton Road, Bradford £150,000
Touchstone House 4 Easby Road, Bradford £800,000

Conistone Hostel and Chapel

£500,000 £2,531,000

The combined insurance value of the above properties approximates to £3,099,528

15 Trustees for Methodist Church Purposes

The following funds are held by TMCP in Trustees Interest Funds on which interest is credited to the accounts each month:

District Advance Fund Bradford Fund Illingworth Youth Illingworth OM Leeds Methodist International House District properties

TMCP is the legal owner and Custodian Trustee of all Methodist Model Trust property, including Legacies, Endowments and Accumulated Funds. Trust property is held for and on behalf of local Managing Trustees who are responsible for the day to day management of trust property. TMCP ensure that, through providing guidance and acting under their direction, the Managing Trustees comply with charity law and Methodist law and policy as determined by the Methodist Conference.

Central Finance Board (CFB) and Cash at Bank

The District has two current accounts at HSBC plc and one at CAF Bank, both authorised institutions. The sums held on those accounts are immediately available. In addition the District has three deposit accounts at CFB, a common deposit fund. Interest is earned on these accounts and credited monthly; the sums deposited can be withdrawn without notice and without loss of interest. These sums are viewed as being liquid.

16 Loans to the District

During the year a number of circuits and churches made loans to the District for the purpose of funding the developing work in the city centre of Leeds through the work of Leeds Methodist Mission (LMM). The loans will be repayable, without interest, when payments have been received from the Wesley Hotel for which planning by the Methodist Connexion is ongoing in the former Oxford Place premises. Further loans may be sought if required and it is forecast that all loans will be repaid by 2030.

17 Grant Commitments and the District Advance Fund

The District’s policy is to recognise committed grants immediately as expenditure out of this fund and thus accrue the unpaid amounts at the year-end as liabilities.

No institution received grants of such materiality that they should be separately disclosed in these accounts.

18 Unrestricted Funds

General Fund

The purpose of the fund is for use at the discretion of the trustees in the furtherance of the general objectives of the District and which have not been designated for other purposes. About 97% of this fund is held as freehold properties (see note 15).

DAF

This fund supports initiatives in mission and ministry, outreach and evangelism, and offers support for missional property projects.

19 Other Designated Funds

These funds are to serve specific purposes but are not restricted to that purpose alone. These funds comprise:

Manse Fund

Available to meet upgrades in the accommodation at the District manse.

Office Fund

Property and equipment purchase, lease and repair in the District Office.

Training Fund

The District Training Fund is used to support non-CDIM learning and development activities of Methodists in the West Yorkshire District

CDiM

This fund supports the procedures for ensuring the continuing development of its active ministers (excluding Probationer ministers)

MET

Used to support the work of the District Mission Enabling Team

L&D Forum

Residue from former District Development Enabler fund

Rural Outreach

Project from Sep 14 to Aug 17 supporting, with the aid of a Deacon, mission and outreach in the northern rural parts of the District. This project, in a different form resumed from 2019-20.

Change of Chair

A sum of £500 is transferred from the General Fund each year to be used for expenses on a change of the District Chair

MSM

A fund to support the Mission Shaped Ministry course run in conjunction with the Anglican Diocese of Leeds. An agreement is in place to allocate 50% of any remaining balance to the diocese once the fund is no longer needed

Safeguarding

The District has, in recent years, followed the recommendations of the Methodist Church and established significant processes, including the appointment of District Safeguarding Officers, to ensure that the safety and well-being of children, young people and vulnerable adults is of paramount importance.

Youth

Used to support Youth work under the control of the District Youth Coordinator and funded from the General Fund and the DAF.

Leeds city centre chaplaincy

A fund used to support the work of the deacon in the centre of Leeds. Funded from the DAF.

Leeds universities’ chaplaincy

A fund to support the work of the chaplain in the universities in Leeds. Funded by connexional grant and money from the sale of the Leeds Methodist International House.

ONE programme

Supporting the work of the ONE programme and funded from the DAF.

District properties

Residual monies following sales and purchases of District properties including manses

Leeds holiday club

A fund used to support the provision for disadvantaged children in the Leeds area

Pentecost party

In 2018, at the invitation of Thy Kingdom Come, the District organised and hosted a Pentecost Party in Leeds. The fund supports future similar events

Our Calling

A fund to support the development of missional communities and to assist with resourcing churches

20 Restricted Funds

Benevolence Fund

Provides financial support to ministers and lay people in need in the District.

Illingworth Youth

Legacy for the support of work amongst young people in the District

Illingworth OM

Legacy to support the work of the District either overseas or in conjunction with overseas partners

Local Preacher Training

Legacy to provide support for the training of Local Preachers

EDEV

Originally the Foundation Training Fund, this fund is now used to support the Encounter programme

Bradford

Balance of monies left from the sale of the former Eastbrook Hall, and used, when appropriate, for work in the city centre of Bradford

Leeds MIH fund

A fund set up following the sale of the Leeds Methodist International House and used to support the work of university chaplaincy.

11 Investment management

During the year the District paid £1,958 to TMCP, the custodians of the District’s investments (District Advance Fund, Bradford Fund, Illingworth Youth Fund, Illingworth OM Fund, Leeds MIH (2019: £1,936).

12 Summary of movements on significant individual funds

----- Start of picture text -----
Fund Bal at 31 Aug 19 Income Expenditure Transfers Bal at 31 Aug 20
General 44,725 155,216 150,530 45,781
Office 4,329 3,089 4,500 5,740
Manse 30,267 10,934 8,000 27,333
Training 12,254 2,651 5,232 2,000 11,673
CDiM 24,836 2,799 5,000 27,037
Pentecost Praise -150 23,625 262 23,213
LP Training 12,108 12,108
L&D Forum 30,605 1,155 29,451
EDEV 5,085 240 44 4,801
Benevolence 6,278 893 2,495 4,676
Bradford 11,664 85 35 11,606
Rural outreach 7,822 9,350 8,419 8,753
Ch of Chair 84 500 584
MSM 7,542 7,124 7,267 7,400
Safeguarding 4,025 34,757 46,850 16,118
Youth 1,332 525 9,714 13,250 5,392
DAF 60,007 295,767 168,993 (150,700) 46,081
Uni chaplaincy 7,164 44,770 38,651 13,283
LMM 16,196 159,159 84,906 90,449
ONE prog 24,153 42,258 26,340 40,064
Illingworth Youth 8,860 76 18 8,918
Illingworth OM 5,247 45 10 5,282
Touchstone 214,267 83,897 105,988 35,000 227,176
Conistone Hostel 22,480 3,969 5,959 20,490
MWiB 3,833 3,546 3,299 4,080
Extension Soc 158,703 974 2,030 157,647
Holiday Club 35,167 200 35,367
Leeds Choir 5,745 291 268 5,768
Dist properties 114,621 899 8,468 107,052
Our Calling 20,000 20,000 754 39,246
Leeds MIH 34,776 177 70 19.293
----- End of picture text -----

13 Connected organisations and related parties

All of the District trustees are members of one or another Church and Circuit within the District and may be trustees in their Churches and/or Circuits.

Connected organisations include the Methodist Connexion, Circuits and Churches within the District, other Methodist Districts in Great Britain, CFB and TMCP. All of these entities have their own trustees or directors and autonomous administration such that the Yorkshire West District has no significant influence over any of them. They are, therefore, not considered related parties.

14 Volunteer contributions

Every entity (Connexion, District, Circuit, Church) within the Methodist Church in GB is heavily reliant on volunteers who contribute their skills, time and money in the furtherance of the work of the Church. Principally this contribution is by serving on committees of the District that deal with

mission, manses, finance, policy, grants, training, development. We are grateful to all of them for their help and commitment.

15 Capital commitments and contingent liabilities

There were no capital commitments or contingent liabilities at the year end (2017-18 nil).

16 Lease commitments

The District had commitments for the following:

 Photocopier/printer on 5 year lease from August 2019 at £76.07 + vat per quarter Commitment at 31 August 2020 is 4 years ie £1,461 (2019 £1,826)

17 Independent examiner

An accrual £1,740 (2019 £1,800) has been made for the fee of the independent examiner.

18 The Yorkshire West District of the Methodist Church

Declarations and Scrutiny

I confirm that these accruals-based accounts for the year to 31 August 2019 have been prepared from the records of the District and that they include all funds under the control of the District Policy Committee.

Signature of treasurer ……………………………………………………………………. Date……………………..

Name and address of treasurer:

John H Robinson, Suite 6 Stoneleigh Mews, Bryan Road, Edgerton, Huddersfield HD2 2AH

Presentation to the District Policy Committee

I confirm that the annual report and accounts for the year ended 31 August 2020 were, or will be,*

presented to the District Policy Committee at its meeting on 8 December 2020.

Signature of the Chair of the meeting ……………………………………………………………………

Name of the Chair of the meeting

Revd Kerry Tankard Date ……………………

Responsibilities and basis of report

I report to the trustees on my examination of the accounts of the Yorkshire West Methodist District for the year ended 31 August 2020 set out on pages … to …. As the District’s trustees, you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (‘the Act’).

I report in respect of my examination of the District’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 145(5)(b) of the Act.

Independent Examiner’s Statement

[The District’s gross income exceeded £250,000 and I am qualified to undertake the examination by being a qualified member of ( insert name of applicable listed body )]. Delete [ ] if not applicable.

I have completed my examination. I 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:

I have no concems and have come acr055 no other matters in connection with the examination to which ottenlion should be drawn in this report in order lo enoble a proper underslonding of Ihe accounts to be reached. I hovelhave not. obtained independent verificotion of all investments wilh Ihe Truslees for Methodist Church Purposes or held in other Irusls. bank balance5 ond Ivnds at Ihe Cenlrol Finance Boord of the Methodist Church which are individually in excess ol £1 0,000 (ten thousand povndsl al the balance sheet dole. Signolure of independent examiner Name of independenl exominer P.(tsf....P.INLW....Jc)kn...S.¥ . ............. Relevant professional qualiflcation ol independenl examiner F.C£A.... Nome ol firm.. Sleigh & Story Lld Addres5: Thornhill Briggs Mill, Thornhill Beck Lane, Brighou5e HD6 4AH Date 24th.Mov.4(Ythor...20.20