Charity registration number: 1133792 Circuit number:29/24 Ak Ripon & Lower Dales Methodist Circuit WITH GOD, IN THE CITY, TOWNS, VILLAGES, AND RURAL AREAS Annual Report For the Year Ended 31" August 2024 Circuit Office Allhallowgate Methodist Church Victoria Grove, Ripon, HG4 ILG
Rlpon and Lower Dales Methodlst Clrcult Contents Reference and Administrative Detsils Trustees, Report Financial Review Page 11
Ripon and Lower Dales Methodlst Circult Reference and Admlnistrdtive Details Trustees Rev Gareth Baron Miss Amanda Milner Mrs. Andrea Scott Mrs Catherine Clowes Mrs. Pauline Broadwith Mr David Arundell Mr Richard Emms Mr Brian Davies Mrs. Elizabeth Elvy Mrs. Phillippa Cowie Mrs. Hazel Stelling Mrs Clare Dalton Mrs. Angela Archbold Mrs. Pauline Stston Mrs. Karen Emms Mr Mark Greensit Mr Timothy Abel Mrs Joan Fothergill Mr Brian Fothergill Mrs Janet Goodall Mrs Helen Ruth Verity Mr Simon Abel Mrs Pamela Stsnsfield Mr Lister Baynes Mrs Joyce Spensley Mrs Joy Abel Mr John Ensoll
Mr Alan Davld Mrs Julie Olive Smith Mr Robert Eric Greensit Mr Roger Taylor Secretary Sam Price Prlnapal Office Circuit Office, Allhallowgate Methodist Church, Victoria Grove, Ripon, HG4 ILG Charlty Registration Number 1133792 Bankers CAF Bank Ltd, 25 Kings Hill Avenue, Kings Hill, West Malling, ME19 4JQ Central Finance Board of the Methodist Church, 9 Bonhill Street, London, EC2A 4PE Investment Bankers Central Finance Board of the Methodist Church Trustees for Methodist Church Purposes Investment Managers and Custodlan Trustees Trustees for Methodist Church Purposes, Central Buildings, Oldham Street, Ml ljQ Independent Examiner S Cutting. Bridge Methodist Circuit. 28 The Green, Acomb, York, Y026 5LR Page 13
Trustees Report The Charity's annual report and accounts for the year ended 31 August 2024 have been prepared in accordance with the Charities Act 2011 and the Charities: Statement of Recommended Practice. Ripon and Lower Dales Methodist Circutt are made up of 12, split into two sections centred around Ripon and Boroughbridge, Masham, and Bedale. Full Name of Charity: Ripon and Lower Dales Methodist Circuit Registration Charlty Number: 1133792 Date of Reglstration: 27 January 2010 Structure, Governance and Management gl Nature of governing document The governing document for the circuit is the Deed of Union (1932) and Methodist Church Act (1976) Detailed governance arrangements are outlined within the Constitutional Practice and Discipline of the Methodist Church by order of the annual conference (CPD). Day to day management of the circuit is undertaken by the Circuit Leadership Team along with the Local Preachers Meeting. ¥Jil Appolntment and trnlnlng of mtstees 11)vJQqU The members of the Ripon and Lower Dales Methodist Circuit meeting are the Charity Trustees, membership being made up of Circuit Office holders, Ministers and representstives appointed by the local churches. ?uD.?. tp 'YY wjri A range of guidance produced by Methodist Connexion to support the effective running of the circuit, specifically the leaflet'Role of a Trustee in The Methodist Church, is given to all new Circuit meeting members as induction to their role as trustees. Related Parties The Circuit is part of the Yorkshire North and East Methodist District and is also accountable to Connexion through the Methodist Conference of Great Britsin. The following Methodist Churches are linked to the circuit Allhallowgate, Rlsk Management Any major risks have been identified and recorded by the Circuit Leadership Team with professional advice taken as required. There is a regular annual review process undertaken. Income and Expenditure is being monitored in total and is compared with the approved annual budget on a half yearly basis to detect trends as part of the risk management process to avoid unforeseen calls on reserves. Page 14 Safeguarding
Every person has a value and dignity which comes directly from the creation of male and female in God's own image and likeness. Christians see this potential as fulfilled by God's re-creatt'on of us in Christ. Among other things this implies a duty to value all people as bearing the image of God and therefore to. protect them from harm. Methodist Connexional practice outlines commitment to the following principles: the care and nurture of, and respectful pastoral ministry with, all children, young people and adults the safeguarding and protection of all children, young people and adults when they are vulnerable the establish of safe, caring communities which provide a loving environment where there is informed vigilance as to the dangers of abuse. We will carefully select and train all those with any responsibility within the Church, in line with Safer Recruitment principles, including the use of criminal records disclosures and registration with the relewdnt vetting and barring schemes. We will respond without delay to every complaint made which suggests that an adult, child or young person may have been harmed, cooperating with he police and local authority in any investigation. We will seek to work with anyone who has suffered abuse, developing with them an appropriate ministry of informed pastoral care. We will seek to challenge any abuse of power, especially by anyone in a position of trust. We will seek to offer pastoral care and support, including supervision and referral to the proper authorities, to any member of our church community known to hav'e offended against a child, young person or vulnerable adult. In all these principles we will follow legislation, guidance and recognised good practice The Ripon and Lower Dales Circuit commits itself to the provision of support, advice and training for lay and ordained people that will ensure people are clear and confident about their roles and responsibilities in safeguarding and promoting the welfare of children and adults who may be vulnerable. Page 15
Objectives and Activities Aims and Organisotion In setting our objectives and planning our activities, the Circuit Meeting, under the leadership of the Superintendent and the Circuit Leadership Team, meet regularly throughout the year and have endeavoured to ensure that in advancing our objectives they conform to the Charities Act 2011 and are in line with Charity Commissioners, general guidance. Our mission is to resource Church and community, enabling them to carry out the vision to be an effective and visible Christian presence in our area. We aim to achieve this by encouraging, throughout the Circuit and its Churches, the worship, social and outreach activitr.es that currently exist and by seeking new ways to extend to others the fellowship of the Church. Charity Objective The charity objective is to act as a Resource Provider within the area around Ripon and Lower Dales Methodist Circuit for the Methodist Church. The purposes of the Methodist Church are and shall be deemed to have been since the Date of Union the advancement of: a) The Christian faith in accordance with the doctrinal standards and discipline of The Methodist Church b) Any charitable purpose for the time being of any Connexional, District, Circuit, local or other organisation of The Methodist Church c) Any charitable purpose for the time being of any society or institution subsidiary or ancillary to The Methodist Church d) Any purpose for the time being of any charity being a charity subsidiary or ancillary to the Methodist Church. The organisation and rèsourcing or regular public acts of worship open to members of the church and non- members alike. The teaching of Christianity through sermons, courses and small groups. The resourcing of pastoral work including visiting the sick and bereaved. Taking religious assemblies in local schools. Promotion of Christianity through the staging of events and services. Provision of chaplaincy services to the local community including National Trust and Police and other inststutions. Public Benefit We confirm the trustees have had regard to the Charity Commission's guidance on public benefit.
Achlevements and Performance Review of year As a Circuit, we planned for 202312024 to continue our prayers and support for the work of Missional Ministries. We wished to continue educating ourselves about and discover how we can offer our support to the many charities and causes. In terms of engagement in our local communities, we have seen an enthusiasm for how we as the local church find new ways to engage with those around us, which has included looking at ways to maintain and develop our buildings and facilities for further outreach. West Tanfield has asked for permission to cease worship due to a decline in congregation and the growing costs of the building maintenance. As a circuit we are supporting the members during this diffi.cult time and were pleased to see them finding new places to worship together. The circuit hosted an away-day with the aim for us to look at our future and what our mission is. There was opportunity for us to find out about the Bridge Circuit and start the process of consideration as to whether joining them would be something that Ripon and Lower Dales Circuit would consider. This would allow the governance to bè dealt with by the Bridge circuit and for us to become a mission area. hW•VM.al th On the 30 June 2024 Revd Sarah Caddell was ordained and many of the circuit attended the Wesley Centre in Harrogate to be part of the service, Pippa Cowie was welcomed to the circuit steward team following a period of discernment, completed the training and all the safer recruitment requirements. She gave a brief speech which was well received and left the room to be voted in. The vote was unanimous with Gareth asking for prayer for her as she takes on the role. Plans for 2025126 The Ripon and Lower Dales hope to further discern our vision for the future, considering whether to join the Bridge circuit and what we feel is God's calling for us as a circuiL Local churches plan to secure grants to undertake renovations needed on some of the chapels as the footfall continues to grow. We plan to further find ways to reach those seeking a relationship with God, working ecumenically and as churches together. We plan to use resources such as 'Holy Habits, during this time of discernment to allow us to spend time reflecting on what we as Christians are called to do, and how we can put these principles into practice as we look to the future. Page 17
Flnandal Review All accounts are produced on an accrual basis. However, no one outstanding transaction met the thresholds of the requirement for accruals. Therefore, no accruals were raised. Income Trends We have seen an decrease in income this year due to two main factors: Refund of a donation given to th-e Pension fund. No sale of church within the year Expenditure Trends We have seen an decrease in expenditure this year, which is due to no levy on the sale of a church, however operational deficit was £72K which was budgeted, we continue to support our local churches which work within the community. Fund Balances Balances at 31108124 Current account £13,788 CFB account £62,725 Model Trust Fund £552,511 Endowments/ Restricted £39,962 Cash £59 Total Reserves at end of financial year £669,045 Reserves Policy The Reserves Policy for the Circuit is to hold a minimum sum equivalent to 6 months, average expenditure. This should be sufficient to meet any unforeseen item of major expenditure on manses and/or to be able to contlnue, In the short term, fundlng planned actlvltles In the event of any inability to raise the full Circuit Assessment from churches. Page 18
At the end ofthe last finandal year (31108124) Annual Expenditure £399,333 Forecast Expenditure for year ending 31108125 £278,215 Six months of this rounded to nearest £5,000 is £139,000 The reserves are above our tsrget at the moment. However mission opportunities continue to move forward with plans to develop our Churches, including projects to develop our buildings to enhance our churches and provide scope for more mission work, including the development of Bishop Monkton and Boroughbridge Churches, and until all costs have been met, funds may be loaned by the Circuit in addition to possible grants to be given by the Circuit. We also have ongoing property issues where additional expenditure may be required for sale/ anticipate making substantial financial assistance available to all of our churches as we emerge out of the pandemic and enter into a spiralling cost of living crisi, in particular energy costs. We estimated between £50,000 and £lOO,000. Baséd"on the above, the surplus funds held over the agreed reserve are not considered to be at a tolerable level for the continued smooth running of the circuiL ZS.0S. ZS Page 19
CIRCUIT RECEIPTS AND PAYMENTS ACCOUNTS THE METHODIST CHURCH STANDARD FORM OF ACCOUNTS Ripon and Lower Dales Circuit FOR THE YEAR ENDED 31 August 2024 Yorkshire N & E Dlstrlct Clrcult no 29124 Reglstered Charlty - Charfty Reglstratlon number 1133792 If not a registered charity Her Majesty's Revenue and Customs Glft Ald number (The HMRC number is equivalent to a registered charity number in terms of evidence of charitable status and may be used to give to donors or grdnt funders wishing to see evidence of the organisation's charitable status. Methodist charities in England and Wales that are not registered charities are excepted from registration under Statutory Instrument 2014 No.242) Ministers: Reverend Gareth Baron..LSupe.nntendent Ministerl..--..-.-.-..-..... Reverend lan Pruden £Minister)_---.-..--.--.-.-.--. Reverend Sarah Caddell Circuit Stewards: Amanda Milner Richard Clark Treasurer: Circuit Stewards FS RLD 2024 NOT FOR CIRCULATION lof4
20ACCOUNTS FOR THE YEAR ENDED 31 August 2024 n and Lowor Dales Clrtutt r•strkt•d Model Trust R•strkted Funds Fund Funds Totals thls y•ar Tolals last year SECTION A RECEIPTS Assessmenvshare ital Ce1 ts Bank and CF8 Interest and Investment income a1 Note 200 085 193,964 a3 a4 353,883 2,941 28,863 31,804 22,540 a5 Grants Other receipts TOTAL-RECEIPTS a6 36.709 239.735 28,078 64,787 296,676 68,133 638,520 a7 56,941 31 SECTION B PAYMENTS Stipends, salaries, NIC, Pension and travel costs b1 b2 194,563 194,563 43 832 172,860 50,711 5,047 b3 Manse Costs 43,832 Administration etc District Assessment Grants & donations 37.594 37,594 38,480 7,674 b5 38,480 42,756 b6 b7 7,674 1,010 b8 Other pay7nents TOTAL PAYMENTS 27,190 311,739 50,000 77,190 399,333 238,828 511,212 b9 87,594 (b9) SECTION C NET RECEIPTSIPAYMENTS FOR THE YEAR c1 a7-b9 72,004 30,653 102,657 127,308 c2 Total funds brou ht forward from last ear 92,514 771,833 54.171 733,490 606,182 Sub total c1+c2 164,518 741,180 54,171 630,833 733,490 Transfers and ad'ustments 38,213 38,213 c7 TOTAL FUNDS AT END OF YEAR (c3+c4) (164,518) 741,180 92,384 669,046 (c8) 733,489 (c6) SECTION D FOR INFORMATION ONLY: MONEY RECENED AND PASSED ON TO EXTERNAL ORGANISATIONS these amounts should not be Included In total recel tsl ayments above) Balance brou ht fOard from last d1 ear d2 Offerin s/Gifts - received for extemal or anisations OfferingslGifts - passed to extemal organisations BALANCE STILL TO BE PAID d1+d2-d3 d4 FS RLD 2024 NOT FOR CIRCULATION 2of4
Rl on and Low•r Dal•s CIrr1 SECTK)N E Swnmary of accws fof efxkn 31 W 2023 trefrnl rnixxtry to tlw Crartl Nol• IIK91 It fLnl9 of Int7a1 OrgawtK¥i r(ffmaty be Rostrthj (knfy slw Ihal Ilw cxthl bo wd ICY vlfrdLsI wffposa. Ths secl rn1 ¢£¥n$ted to arrw8 al recepts paynerts tola of ItM> grom kKxyno oy£ood8 ItYeslKAd 01 £250,CKX), thon Iho mettKyJ of A DIFFERENT FORM m( to fEixyl th) acr(Awts (see bSkn). Pknaso rofof lo tfrx> guk18nco lès regaryJrrJ CkaA aTrJ (x)rffded CToiI INTERNAL ORGANISAnONS Ct6 b8kvK•s e_3 Sub tota ol Intwn OrglS$ fur (•11> (•12) Clrcult accwnts (tots brought forward from pag• 2 - totals column) HELD BY cIRCT lirwe a sepa she rf n)Y trMYJ the fcxwad 399,333 b9 102,657 38 13 733,490 c6 669 046 c8 elo 296.676 399.333 (102,651) 38.213 733,490 669,046 (y) TOTAL RECEIPTS TOTAL PAYMEpirs SECTION F TA MEKr SEr OPENING BALANCES CLOSING BALANCES CIRCUIT - CASH FUNDS HEU) at 31 ust 2023 h1nhd 59 59 Bk CLKru)t AcL(wnt 7248 13,788 kD Il Accojnt 29 450 f4 tra FlnwKe B(Hd 61821 62 725 Truslees f(x MettKxltst ChLrch 580.740 552,511 Othw furrfts 54 171 39,962 SUB TOTAL 733,489 (c6) 669,045 (c8) Tca furmjs hekl by O(wMsaxrn (ts (knffyj l(as &xK) (e12) •12 TOTAL CASH FUNDS FELD BY CIRcurr 733.489 (x) 669,045 (y) SECTION G OTHER ASSETS and LIABILtTES Iwnbw 2024 31 12023 IntrnlS ndLMJe 54 170.97 54 170.97 LJ)d Bulld see rKAes re kLsurwe vaue 1133 069 1366,295 Othw Assds . sIKP* rnnl (xjtsla at Other Lthrt f4 Indude cmly FurKIs hal Cffirtral Flnwu B(Hd f5 Indude cydy CFB Fufth fcff Vthxjist Church PwpL g1 Ind dhw InsImS the cash 1 d TIKP tntsl INS w) Ilrn f5) FS RLD 2024 N(yr FOR CIACULATKXI
Name of Circuit ...Rip(M 8nd Lmr Dales Circuit.. No...29124... Declarations and Scrutiny I conflrm that these Recelpt and Payment based accounts for the ycar to 31 August 2022 have been prepared from the recor(Is of the Circuit and that they indude all funds under the contrd of the Circuit meoting Signature of treasurer - Circuit Trustees 17.02.2024 Name and address of treasurer ...Circuit Office, Allhallowgate Methodist Church.. Victoria Grove, Ripon. Post Code...HG4 1LG.. Presentation to the Circult meeting I confirm that the annual report and accounts for the year ended 31 August 2024 werelwill be. presented to the Circuit meeting held on 25th March 2025 Signature of the Chair of the meetin 2s s iolS Date . Independent Examinerfs Report to the Trustees of the .Ripon and Lower Dales Circuit Charlty Number 1133792 Responsibilities and basis of report I report to the trustees on my examination of the accounts of the Ripon and Lower Dales Circuit for the year ended 31 August 2024 set out on pages 1... to . .3. As the Circuit'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 Circuit'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. delete or circle as appropriate FS RLD 2024 NOT FOR CIRCULATION 4of4