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2020-08-31-accounts

TRUSTEES’ ANNUAL REPORT FOR THE PERIOD 01/09/2019 TO 31/08/2020 Temple Methodist Church, Taunton

Objectives and activities

The purposes of the Methodist Church are the advancement of:

Our aims:

To be a church that welcomes all, celebrates God’s love, offers opportunities to explore the Christian faith, seeks to serve in the world and to challenge injustice.

The Church fulfils these objectives by offering worship every Sunday morning, every Wednesday lunch-time and monthly on Sunday evenings. On other Sunday evenings, worship is offered elsewhere in the Circuit, the grouping of which we are a part. The Church offers a wide range of groups, offering both social activities and things to encourage the spiritual development of the congregation. Members support each other by the offering of mutual pastoral care.

2 Achievements and Performance

The trustees have taken note of the Charity Commission guidance on public benefit and in particular their guidance on charities for the advancement of religion, when planning their activities. The actions taken by the church meet the requirement for there to be an identifiable public benefit or benefits and that such benefit is to the public or a section of the public.

Before the impact of the Covid-19 pandemic in March 2020, the life of the church was maintained through:

During the period of this report, the range and style of church activities has been greatly impacted by the Covid-19 pandemic.

Mitigation of Risks

These are considered by the Resources Committee who oversee the day to day running of the charity and report to the Church Council. Professional advice is taken as required.

There is a regular review process carried out by the Church Council to ensure that the Charity is fulfilling its objectives.

The Circuit, the umbrella body which oversees the Church, has adopted a Safeguarding Policy – covering both children and vulnerable adults – and has taken a lead in ensuring that all its local Churches adopt similar policies.

A local Church Safeguarding policy is in place overseen by a local Safeguarding Officer.

Financial review

During the year the Church had total receipts of £97k (2018-19: £110k) and dispersed £113k (201819 £125k). The shortfall of £16k is covered from reserves and follows some greater maintenance of the property following a quinquennial survey.

The employment of a worker at the Church has produced substantial additional income from the letting income of the premises to make a significant contribution towards paying for the appointment. This enables the Church to make a greater impact within the community.

The trustees of the Church have every reason to believe that the Church is a going concern, with income from the congregation sufficient to meet regular out-goings.

Trustees do not foresee any factors that will significantly affect the financial performance or position in the next year or two.

The Church has the following principal sources of funds:

These sums are used to pay the Circuit assessment, to maintain an old and large building and to employ a cleaner, organists arranged on a rota, and a Church and Community worker.

Reserves policies

General Funds (currently £25k)

The long term aim is to hold a General Reserve of 50% of annual expenditure as a contingency fund to meet the unexpected demands of a 200 year old Listed building.

Restricted funds (currently £6k)

Restricted funds are expended on the objectives for which the money was donated as soon as is practical.

Endowment funds (currently £187k)

The annual income from our older endowments is £21 per year and is credited to the General Fund. Recent legacies received and held by the Trustees for Methodist Church Purposes have the annual income accumulated with the Trust. Endowments totalling £48460 have been designated for support of the Church and Community worker. Other endowments are held against the possibility of major expenditure on the building.

Details of funds materially in deficit .

There are none.

Additional information on funds

Most funds raised during the year are for the general running of the church. Some are raised specifically for particular projects and as such are treated as restricted. The restricted funds include a grant received from Somerset County Council in support of the PopIn Active Living Project. Also restricted is the Temple Benevolent Fund in support of the needy. Charities supported during the year included Methodist All We Can Mission Fund, Methodist Mission in Britain, Open Door, Water Aid, Parkinsons and Work-Wise.

Structure governance and management

Description of the charity’s trusts

Type of governing document Methodist Church Deed Of Union (1932) and Methodist Church Act (1976) How the charity is constituted Act of Parliament Trustee selection methods Elected by the annual meeting of Church members. Ministers are automatically trustees

Additional governance issues

None

Induction/Training

Range of guidance produced by Methodist Connexion.

Leaflet ‘The Role of a Trustee in The Methodist Church’ is given to each trustee.

Structure

Part of the Taunton Deane and South Sedgemoor Methodist Circuit, which is itself part of the Plymouth and Exeter Methodist District.

Accountable to the Methodist Conference.

Related Parties None

Reference and administration details

Charity Name Temple Methodist Church Registered Charity Number 1134048. Charity’s Principal Address Temple Methodist Church, Upper High Street, Taunton TA1 3PY

Names of the Charity Trustees who manage the charity .

The Charity Trustees are the members of the Church Council of the Temple Methodist Church. This comprised during the year of this report.

Revd Deborah Kirk (Chair) Conrad Marks Diana Atkinson Doreen Marks Ronald Jordan Sheila Robertson Margaret Sweet Christopher Mitchell Joanna Rossiter Elizabeth Hartley George Adams Carol Stowe Lynda Kazer Colin Robertson

Kathryn Turner Ian Rossiter Graham Dickinson Tony Bell Anne Jordan Anne Broadley

Custodian trustees Trustees for Methodist Church Purposes Manchester

Declaration

The trustees declare that they have approved the trustees report above. Signed on behalf of the charity’s trustees

Signature(s)

Full name(s) Deborah Kirk Diana Atkinson Position Chair Secretary

Date

Appended to this report is the Statement of Financial Activity for the year concerned together with the Balance Sheet at year end.

CHURCH RECEIPTS AND PAYMENTS ACCOUNTS

THE METHODIST CHURCH STANDARD FORM OF ACCOUNTS

Tem le Methodist p

Church

FOR THE YEAR ENDED

31 August 2020

Circuit
Taunton Deane and South Sedgemoor
Circuit no 24/15
Registered Charity - Charity Registration number
1134048

If not a registered charity Her Majesty's Revenue and Customs Gift Aid 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 grant 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)

Minister:

Rev Deborah Kirk

Church Stewards:

Ian and Joanna Rossiter Liz Hartley Lynda Kazer Diana Atkinson Sheila Robertson Anne Jordan Paul Turner

Treasurer: Graham Dickinson

Church R and P 2015.xls

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Church

ACCOUNTS FOR THE YEAR ENDED 31 AUGUST 2020

Temple Methodist

SECTION A Unrestricted
Funds
Restricted
Funds
Unrestricted
Funds
Restricted
Funds
£
48,835
255
21,043
26,853
Totals this
year
£
48,835
255
21,043
26,853
Totals this
year
Totals last
year
£ £ £ £
a1 RECEIPTS Note
a2 Offerings and Tax recovered 48,835 48,835 55,754
a3 Bank and CFB interest and
Investment income
255 255 341
a4 Lettings 21,043 21,043 29,347
a5 Other receipts 23,039 3,814 26,853 25,198
a6 TOTAL RECEIPTS 93,172 3,814 **96,986 ** (a7) 110,640
SECTION B 53,458
1,384
8,052
15,106
35,070
b1 PAYMENTS
b2 Circuit Assessment or Share 53,458 53,458 51,582
b3 Donations 1,384 1,384 9,234
b4 Repairs and Maintenance 8,052 8,052 10,802
b5 Utilities (Insurances, water
charges,heating& lighting)
15,106 15,106 15,245
b6
b7 Otherpayments 31,657 3,413 35,070 37,904
b8 TOTAL PAYMENTS 108,273 4,797 **113,070 ** (b9) 124,767
(16,084)
SECTION C
c1 NET RECEIPTS/PAYMENTS
FOR THE YEAR
(a6-b8)
(15,101) (983) (16,084) (14,127)
c2 Total funds brought forward from
last year
45,334 72 **45,406 ** (c6) 59,533
29,322
c3 (c1+c2)
Sub total
30,233 (911) 29,322 45,406
c4 Transfers and adjustments (7,115) 7,115 (c7)
c5 TOTAL FUNDS AT END OF YEAR
(c3+c4)
23,118 6,204 **29,322 ** (c8) 45,406 (c6)
SECTION D
d £
4,187
4,187
BALANCE STILL TO BE PAID (d1+d2-d3)
Balance brought forward from lastyear
Offerings/Gifts - received for external organisations
Offerings/Gifts -passed to external organisations
(these amounts are not to be included in total receipts/payments figures above)
FOR INFORMATION ONLY: MONEY RECEIVED AND PASSED ON TO EXTERNAL ORGANISATIONS
£
d1 Balance brought forward from lastyear
d2 Offerings/Gifts - received for external organisations 4,187 4,793
d3 BALANCE STILL TO BE PAID (d1+d2-d3)
Offerings/Gifts -passed to external organisations
4,187 4,793
d4

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Temple Methodist

Church

SUMMARY OF CHURCH ACCOUNTS AND INTERNAL ORGANISATIONS REPORTING TO THE CHURCH COUNCIL

SECTION E Please follow the Guidance Notes to complete this page Summary of the Church accounts for the year ended 31 August 2020 and Internal Organisations reporting to the Church Council/Church Meeting. Note that the funds of an Internal Organisation would normally be Restricted funds unless it could be clearly shown that they could be used for any Methodist purpose. This section must be completed to arrive at the gross income and expenditure totals of the Church. If gross income exceeds the Accruals threshold, then the Accruals method of accounting AND A DIFFERENT FORM must be used to report the accounts (see Methodist website). Please refer to the guidance notes regarding transfers between the District and connected District Organisations.

SUMMARY OF CHURCH ACC
SECTION E
Summary of the Church accounts for the year ended 31 August 2020 and Internal Organisations reporting to the Church Council/Church Meeting. Note that the funds of an
Internal Organisation would normally be Restricted funds unless it could be clearly shown that they could be used for any Methodist purpose. This section must be completed
to arrive at the gross income and expenditure totals of the Church. If gross income exceeds the Accruals threshold, then the Accruals method of accounting AND A
DIFFERENT FORM must be used to report the accounts (see Methodist website). Please refer to the guidance notes regarding transfers between the District and connected
District Organisations.
INTERNALORGANISATIONS
e1 Vivary Group
e2 Mens Forum
e3
e4
e5
e6
e7
e8 Sub total of Internal
Organisations funds
e9 Church accounts (totals
brought forward from page 2
- totals column)
e10 TOTAL CASH FUNDS HELD
BY CHURCH

SECTION F

STATEMENT OF ASSETS AND LIABILITIES

STATEMENT OF ASSETS AND LIABILITIES
CHURCH - CASH FUNDS HELD at 31 August 2020
Cash in hand
BankCurrentAccount
Bank DepositAccount
SUB TOTAL - Church accounts
TOTAL CASH FUNDS HELD BY CHURCH
Central FinanceBoard
Trustees for Methodist Church Purposes
Other funds
Total funds held by Internal Organisations (the closing
balance total from above) (e12)
OPENING
BALANCES
(4,627)
6,457
43,576
45,406
(c6)
888 (e11)
46,294
(x)
CLOSING
BALANCES
f1 Cash in hand (10)
f2 BankCurrentAccount 6,249
f3 Bank DepositAccount
f4 Central FinanceBoard 23,083
f5 Trustees for Methodist Church Purposes
f6 Other funds
f7 SUB TOTAL - Church accounts 29,322 (c8)
f8 Total funds held by Internal Organisations (the closing
balance total from above) (e12)
1,067 (e12)
f9 TOTAL CASH FUNDS HELD BY CHURCH 30,389 (y)
SECTION G
OTHER ASSETS and LIABILITIES
Other Assets
Land &Buildings (seenotesreInsurancevalue)
Loan(s)-showamount outstanding at yearend
Other Liabilities
Investments (includeEndowments)
At
1 September 2019
116,062
6,401,803
At
31 August 2020
187,287
6,472,170
g1 Investments (includeEndowments) 116,062 187,287
g2 Land &Buildings (seenotesreInsurancevalue) 6,401,803 6,472,170
g3 Other Assets
g4 Loan(s)-showamount outstanding at yearend
g5 Other Liabilities

f4 Include only Funds held at the Central Finance Board

f5 Include only Funds held at Trustees for Methodist Church Purposes

g1 Include any other investments (not the cash element of TMCP trusts accounts this is included in line f5

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Name of Church … Temple Methodist Church

Declarations and Scrutiny

I confirm that these Receipt and Payment based accounts for the year to 31 August 2020 have been prepared from the records of the Church and that they include all funds under the control of the Church trustees.

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

Name and address of treasurer ………Graham Dickinson

………… 13 Parkfield Drive, Taunton, Somerset, TA1 5BX

Presentation to the Church trustees

I confirm that the annual report and accounts for the year ended 31 August 2020 were presented to the meeting of the Church trustees held on 5th November 2020

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

Name of the Chair of the meeting ……Rev Deborah Kirk

Independent Examiner’s Report to the Trustees of the

Temple Methodist Church Charity Number … 24/15

Responsibilities and basis of report

I report to the trustees on my examination of the accounts of the …Temple Methodist. Church for the year ended 31 August 2020 set out on pages 2 to 3. As the Church’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 Church’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.

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Name of Church …Temple Methodist Church

Independent Examiner’s Statement

I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination which give me cause to believe that in any material respect:

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.

I have not obtained independent verification of all investments with the Trustees for Methodist Church Purposes or held in other trusts, bank balances and funds at the Central Finance Board of the Methodist Church which are individually in excess of £10,000 (ten thousand pounds) at the balance sheet date.

Signature of independent examiner ………………………………………………………………….

Name of independent examiner ………Mr Roy Vautier

Relevant professional qualification of independent examiner ………………………………………

Name of firm (where appropriate) ………………………………………………………………………

Address ………… 6 Highgrove, Taunton, TA1 3RG

Date …………………………………………

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CHURCH RECEIPTS AND PAYMENTS ACCOUNTS

THE METHODIST CHURCH STANDARD FORM OF ACCOUNTS

Tem le Methodist p

Church

FOR THE YEAR ENDED

31 August 2020

Circuit
Taunton Deane and South Sedgemoor
Circuit no 24/15
Registered Charity - Charity Registration number
1134048

If not a registered charity Her Majesty's Revenue and Customs Gift Aid 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 grant 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)

Minister:

Rev Deborah Kirk

Church Stewards:

Ian and Joanna Rossiter Liz Hartley Lynda Kazer Diana Atkinson Sheila Robertson Anne Jordan Paul Turner

Treasurer: Graham Dickinson

Church R and P 2015.xls

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Church

ACCOUNTS FOR THE YEAR ENDED 31 AUGUST 2020

Temple Methodist

SECTION A Unrestricted
Funds
Restricted
Funds
Unrestricted
Funds
Restricted
Funds
£
48,835
255
21,043
26,853
Totals this
year
£
48,835
255
21,043
26,853
Totals this
year
Totals last
year
£ £ £ £
a1 RECEIPTS Note
a2 Offerings and Tax recovered 48,835 48,835 55,754
a3 Bank and CFB interest and
Investment income
255 255 341
a4 Lettings 21,043 21,043 29,347
a5 Other receipts 23,039 3,814 26,853 25,198
a6 TOTAL RECEIPTS 93,172 3,814 **96,986 ** (a7) 110,640
SECTION B 53,458
1,384
8,052
15,106
35,070
b1 PAYMENTS
b2 Circuit Assessment or Share 53,458 53,458 51,582
b3 Donations 1,384 1,384 9,234
b4 Repairs and Maintenance 8,052 8,052 10,802
b5 Utilities (Insurances, water
charges,heating& lighting)
15,106 15,106 15,245
b6
b7 Otherpayments 31,657 3,413 35,070 37,904
b8 TOTAL PAYMENTS 108,273 4,797 **113,070 ** (b9) 124,767
(16,084)
SECTION C
c1 NET RECEIPTS/PAYMENTS
FOR THE YEAR
(a6-b8)
(15,101) (983) (16,084) (14,127)
c2 Total funds brought forward from
last year
45,334 72 **45,406 ** (c6) 59,533
29,322
c3 (c1+c2)
Sub total
30,233 (911) 29,322 45,406
c4 Transfers and adjustments (7,115) 7,115 (c7)
c5 TOTAL FUNDS AT END OF YEAR
(c3+c4)
23,118 6,204 **29,322 ** (c8) 45,406 (c6)
SECTION D
d £
4,187
4,187
BALANCE STILL TO BE PAID (d1+d2-d3)
Balance brought forward from lastyear
Offerings/Gifts - received for external organisations
Offerings/Gifts -passed to external organisations
(these amounts are not to be included in total receipts/payments figures above)
FOR INFORMATION ONLY: MONEY RECEIVED AND PASSED ON TO EXTERNAL ORGANISATIONS
£
d1 Balance brought forward from lastyear
d2 Offerings/Gifts - received for external organisations 4,187 4,793
d3 BALANCE STILL TO BE PAID (d1+d2-d3)
Offerings/Gifts -passed to external organisations
4,187 4,793
d4

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Church R and P 2015.xls

Temple Methodist

Church

SUMMARY OF CHURCH ACCOUNTS AND INTERNAL ORGANISATIONS REPORTING TO THE CHURCH COUNCIL

SECTION E Please follow the Guidance Notes to complete this page Summary of the Church accounts for the year ended 31 August 2020 and Internal Organisations reporting to the Church Council/Church Meeting. Note that the funds of an Internal Organisation would normally be Restricted funds unless it could be clearly shown that they could be used for any Methodist purpose. This section must be completed to arrive at the gross income and expenditure totals of the Church. If gross income exceeds the Accruals threshold, then the Accruals method of accounting AND A DIFFERENT FORM must be used to report the accounts (see Methodist website). Please refer to the guidance notes regarding transfers between the District and connected District Organisations.

SUMMARY OF CHURCH ACC
SECTION E
Summary of the Church accounts for the year ended 31 August 2020 and Internal Organisations reporting to the Church Council/Church Meeting. Note that the funds of an
Internal Organisation would normally be Restricted funds unless it could be clearly shown that they could be used for any Methodist purpose. This section must be completed
to arrive at the gross income and expenditure totals of the Church. If gross income exceeds the Accruals threshold, then the Accruals method of accounting AND A
DIFFERENT FORM must be used to report the accounts (see Methodist website). Please refer to the guidance notes regarding transfers between the District and connected
District Organisations.
INTERNALORGANISATIONS
e1 Vivary Group
e2 Mens Forum
e3
e4
e5
e6
e7
e8 Sub total of Internal
Organisations funds
e9 Church accounts (totals
brought forward from page 2
- totals column)
e10 TOTAL CASH FUNDS HELD
BY CHURCH

SECTION F

STATEMENT OF ASSETS AND LIABILITIES

STATEMENT OF ASSETS AND LIABILITIES
CHURCH - CASH FUNDS HELD at 31 August 2020
Cash in hand
BankCurrentAccount
Bank DepositAccount
SUB TOTAL - Church accounts
TOTAL CASH FUNDS HELD BY CHURCH
Central FinanceBoard
Trustees for Methodist Church Purposes
Other funds
Total funds held by Internal Organisations (the closing
balance total from above) (e12)
OPENING
BALANCES
(4,627)
6,457
43,576
45,406
(c6)
888 (e11)
46,294
(x)
CLOSING
BALANCES
f1 Cash in hand (10)
f2 BankCurrentAccount 6,249
f3 Bank DepositAccount
f4 Central FinanceBoard 23,083
f5 Trustees for Methodist Church Purposes
f6 Other funds
f7 SUB TOTAL - Church accounts 29,322 (c8)
f8 Total funds held by Internal Organisations (the closing
balance total from above) (e12)
1,067 (e12)
f9 TOTAL CASH FUNDS HELD BY CHURCH 30,389 (y)
SECTION G
OTHER ASSETS and LIABILITIES
Other Assets
Land &Buildings (seenotesreInsurancevalue)
Loan(s)-showamount outstanding at yearend
Other Liabilities
Investments (includeEndowments)
At
1 September 2019
116,062
6,401,803
At
31 August 2020
187,287
6,472,170
g1 Investments (includeEndowments) 116,062 187,287
g2 Land &Buildings (seenotesreInsurancevalue) 6,401,803 6,472,170
g3 Other Assets
g4 Loan(s)-showamount outstanding at yearend
g5 Other Liabilities

f4 Include only Funds held at the Central Finance Board

f5 Include only Funds held at Trustees for Methodist Church Purposes

g1 Include any other investments (not the cash element of TMCP trusts accounts this is included in line f5

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2015 Church R and P.xls

Name of Church … Temple Methodist Church

Declarations and Scrutiny

I confirm that these Receipt and Payment based accounts for the year to 31 August 2020 have been prepared from the records of the Church and that they include all funds under the control of the Church trustees.

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

Name and address of treasurer ………Graham Dickinson

………… 13 Parkfield Drive, Taunton, Somerset, TA1 5BX

Presentation to the Church trustees

I confirm that the annual report and accounts for the year ended 31 August 2020 were presented to the meeting of the Church trustees held on 5th November 2020

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

Name of the Chair of the meeting ……Rev Deborah Kirk

Independent Examiner’s Report to the Trustees of the

Temple Methodist Church Charity Number … 24/15

Responsibilities and basis of report

I report to the trustees on my examination of the accounts of the …Temple Methodist. Church for the year ended 31 August 2020 set out on pages 2 to 3. As the Church’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 Church’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.

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2015 church R and P.xls

Name of Church …Temple Methodist Church

Independent Examiner’s Statement

I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination which give me cause to believe that in any material respect:

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.

I have not obtained independent verification of all investments with the Trustees for Methodist Church Purposes or held in other trusts, bank balances and funds at the Central Finance Board of the Methodist Church which are individually in excess of £10,000 (ten thousand pounds) at the balance sheet date.

Signature of independent examiner ………………………………………………………………….

Name of independent examiner ………Mr Roy Vautier

Relevant professional qualification of independent examiner ………………………………………

Name of firm (where appropriate) ………………………………………………………………………

Address ………… 6 Highgrove, Taunton, TA1 3RG

Date …………………………………………

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