Lincolnshire Methodist District Trustees Annual Report for the year ended 31[st] August 2023
Objectives and Activities
Lincolnshire Methodist District (the District) exists to advance the mission of the Methodist Church throughout the majority of the geographic county of Lincolnshire and the areas of North Lincolnshire and North East Lincolnshire (hereafter known as Lincolnshire) by providing support for the nine circuits in line with Connexional priorities. The District comprises 105 local Methodist churches grouped into nine circuits served by a ministerial team of 20 ordained ministers plus a number of part time active retired ministers, lay workers and volunteers.
The District is led by a full time District Chair working with a personal assistant, a safeguarding officer, synod secretary and district officer. In addition, a large number of voluntary officers, including a district steward, support the work of the District.
The District Synod, which met twice during the year, sets the policy for the District, serving as a link between the Methodist Conference and the Connexional team on the one hand and the circuits and local churches on the other. It has oversight of all District matters, formulating and promoting policies, through its various officers and committees to assist the mission of the Church, to give inspiration to the leaders in the circuits and to ensure the interrelation of all aspects of the Church’s life throughout the District.
The day to day work of the Synod is carried out by the District Council who are the trustees of Lincolnshire Methodist District. As a registered charity, the District takes seriously its responsibilities to the Charity Commissioners and adheres to their guidance concerning public benefit in relation to charitable objectives.
2. Achievements and Performance
The following activities took place during the year:
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One new minister was welcomed to the District in September 2022. A further three new ministers were identified in the stationing process in the autumn of 2022 ready for arrival in the District in September 2023.
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Two local church pastor applications were approved and training arranged to start in September 2023.
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Two ministerial synods and three representative synods took place drawing together ministers and lay people from all the circuits to ratify decisions and vote on important issues.
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The Lincolnshire Community Healthcare Chaplaincy was re-launched with the design of a new logo, a new publicity leaflet and a poster for use within GP practices. Eight health care chaplains continued to visit 6 GP practices to provide a chaplaincy listening service for patients and staff. In the calendar year to 31[st] December 2022 chaplains attended 246 appointments with patients. The most frequent reason for referral was bereavement and loss but many other topics of concern were explored. During the year the chaplaincy Executive worked with an external consultant to design a training course for new chaplains. This was advertised with 8 trainees ready to start training in October 2023. Supervision for chaplains was introduced during the year.
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Conversations with neighbouring Districts about merging Districts had come to a halt and so the process to appoint a District Chair just for Lincolnshire District began with the result that Rev Angela Long was appointed to start on 1[st] September 2023.
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A District management group supported the work of the District Agricultural Chaplain who works closely with Lincolnshire Rural Support Network offering support to clients from the farming and agricultural sector. Representatives of the District worked with Lincolnshire Rural and Agricultural Chaplaincy charity to seek to secure funds for agricultural chaplaincy into the future.
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A District New Places for New People group met and began the process of discerning the best way forward for a District led project under the Connexional NPNP initiative. Funding was received from Connexion for a pilot project and several expressions of interest were considered.
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The District Resourcing Mission Group met within the year to consider grant applications from churches, circuits and ecumenical groups. Grants included financial support to seven churches hosting “warm spaces”.
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A stationing briefing was held in May to help prepare the circuits for the process of applying for a new minister.
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District quiet days were held at the Little Retreat at Lea
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Meetings with circuit stewards and superintendent ministers took place to help share information and good practice.
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Meetings of the Insight Group which included Bible study, prayer and conversation took place online.
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A fortnight of online events on topics related to the Connexional justice, dignity and solidary strategy were led by a member of the Learning Network. These sessions included the mandatory Connexional training in equality, diversity and inclusion. Further EDI training continued to be rolled out either face to face or online across the District.
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The District Safeguarding Officer (DSO) continued work from April as a paid employee rather than an external consultant.
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138 people were trained on the Creating Safer Spaces Advanced safeguarding course. Six of these courses took place in person and five were online. The DSO also supported several circuits by leading three foundation courses.
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The District Safeguarding Officer supported many churches and individuals in a variety of case work and with the development of policy and procedure.
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Superintendent Ministers and other Ministers each had a 48 hour retreat at Launde Abbey.
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The additional Synod held in May approved the amalgamation of half of the Wolds and Trent Circuit into a new Epworth, Scunthorpe and Gainsborough Circuit and the other half into the new Barton, Brigg and Wolds Circuit.
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A leaving service for The Chair of District, Rev Bruce Thompson, was held in July at Louth Methodist Church to mark his ministry in Lincolnshire District. At the same time plans were in place for the welcome service for Rev Angela Long which took place in August. A congregation gathered in Grimsby with others at churches across the District joining in via an online link.
2.1 Plans for future years
The statement “ Faithful and True: Beyond 2020 vision ” was launched at Synod in September 2021. The eight priorities will be the focus of work and funding in the coming years.
Rev Angela Long is visiting circuits and congregations listening to concerns and hopes which will help shape future policy beyond 2023.
3. Financial Review
During the year the District received total income of £309,419 (2021-2022: £261,317) and spent £237,780 (2021-2022: £274,258), resulting in a surplus of £71,639 (2021-2022 deficit of £12,941) across all funds. Total reserves carried forward are £412,854 (2021-2022: £341,215) and, as a result, the unrestricted readily available reserves total £84,860 (2021-2022: £61,196) and restricted reserves total £65,209 (2021-2022:£41,171) excluding the restricted District Advance Fund.
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 any shortfall in anticipated income. There are no subsidiary undertakings. Trustees are very aware of the increasing pressure on circuit finances due to the cost of living crisis and diminishing church membership and recognise that the next few years could be extremely difficult for individuals, churches, circuits and the District given that District income is a by-product of local giving.
The District continues to hold one freehold property which is the Chair’s Manse in Lincoln.
The District has the following principal sources of income:
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Assessments on Circuits within the District
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Distribution from the Connexional Priority Fund to the District Advance Fund
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Levies on the Circuit Model Trust Funds of Circuits within the District to the District Advance Fund
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Interest on funds invested
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.
Methodist Ministers’ Pension Fund
Trustees are aware that the Methodist Ministers’ Pension Scheme is treated as a group defined benefit plan. The net defined benefit cost is recognised by the sponsoring entity, The Methodist Church in Great Britain, as there is no contractual agreement or stated policy for charging the net defined benefit cost to individual entities, such as the District. The District recognises a cost equal to its contributions payable for the period. Further details in respect of these pension arrangements are disclosed in the accounts of The Methodist Church in Great Britain.
3.1 Investment Policy and Performance
To comply with Methodist Standing Orders, 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 districts. 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. The District Trustees’ investment policy is aligned with that of the Central Finance Board (CFB) and TMCP because these organisations take into consideration the social, environmental and ethical considerations, both negatively and positively in establishing investment policy.
Short term deposits are lodged directly with the CFB and attract rates of interest comparable to the rest of the market.
There are no bench marks for the expected returns at TMCP and CFB. It is the District’s policy to manage the cash and investment resources of the District so that a rate of return on investment, both by way of dividend and capital appreciation, is obtained at least as good as market rate considering the District’s low appetite for risk. Due to increased interest rates during the past year the total return achieved on the funds invested with the CFB was between 1.73% and 5.03% with an average monthly rate of 3.25% for the year.
3.2 Reserves Policy
This Reserves policy relates to the funds operated by the Trustees of the Lincolnshire Methodist District (the District). A bank current account is operated for the District expenses fund, and money not immediately required is placed on deposit with the Central Finance Board of the Methodist Church (CFB).
UNRESTRICTED FUNDS
District Advance Fund - Trust No.16017
This Fund is held with The Trustees for Methodist Church Purposes in its Trustee Interest Fund. The use of the Fund is regulated by Standing Order (SO) 963 of the Methodist Church, where its purposes are restricted to the support of personnel serving in the District or any of its circuits, for property schemes approved under SO 93 and where applicable SO 931, and for ecumenical work. The District has also decided that grants should only be given if the relevant scheme is shown to be for, or to assist, mission work and is in accordance with its vision statement.
The Fund is administered on behalf of Synod by the District Resourcing Mission Group, and derives its income from an annual levy on Circuit Model Trust Funds within the District, an annual allocation from the Connexional Priority Fund and interest on funds held awaiting distribution. The aim is to hold sufficient reserves to cover grants already awarded for payment in subsequent years in order to comply with “The Statement of Recommended Practice” relative thereto. At 31[st] August 2023 the balance in hand was £166,237, an excess of £32,423 over contingent liabilities for grants promised for future years of £133,814.
General (District Expenses) Fund
This Fund receives income from Circuit assessments and bank interest and is used for general expenses of the District. The aim of the Trustees is to hold sufficient readily available funds to cover at least two quarters expenditure (2023-2024: approx. £60,000) and redundancy costs. If it were necessary to make all employees redundant in 2024 payments of a minimum of approximately £8,000 would be due. The balance in hand at 31[st] August 2023 is therefore a little too high however expenditure on preparing the manse for the new Chair of District, which would usually have been paid out before the year end, was incurred in September. Accordingly, the Trustees consider that the balance of £76,716 in hand at 31[st] August 2023 is an appropriate level of reserve.
DESIGNATED FUNDS
Chair’s Manse Fund
This fund, held on deposit with the Central Finance Board (CFB), receives transfers from the General Fund and interest on the funds deposited and is designed to meet exceptional expenditure incurred on the Chair’s manse. The balance of £3,879 as at 31[st] August 2023 was all spent in September 2023 whilst preparing the manse for the incoming Chair of District. Over the next five years a balance of £45,000 should be built up by designating amounts from the General fund in order to provide a replacement kitchen and other planned and routine maintenance upon the arrival of an incoming chair of District in years to come.
Relocation Fund
This fund, held on deposit with CFB, receives transfers from the General Fund and interest on the funds deposited and is designed to accumulate funds towards the future cost of relocating a new Chair of District. The cost of the next relocation of a District Chair is unknown however it is considered prudent to build up a fund of £3,000.
District Officer Fund
This account was no longer needed and therefore closed during the financial year.
Training New Ministers
This fund, held on deposit with CFB and receiving interest on the funds deposited, is to be used for training new ministers. At 31[st] August 2023 the balance in hand was £179. It is not considered necessary to fix a reserve.
RESTRICTED FUNDS
District Benevolence Fund
This fund, which receives interest on funds held on deposit with CFB, is used to support active and supernumerary ministers and widows at the discretion of the Chair of the District. There were no calls on the fund in 2022-2023. The balance is considered adequate and there are no plans to fundraise for an increase.
Youth and Children’s Bursary Fund
The purpose of this fund, which receives interest on funds held on deposit with CFB, is to assist financially:-
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a) individual leaders to attend a courses or conferences which will have some direct benefit to them and to their work amongst children and young people;
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b) individual young people to attend a course, conference, or special youth event.
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c) or by the provision of other resources, new and existing work amongst children and young people within the District, where little other support is available.
It is not considered necessary to fix a reserve, as the balance of £6,740 at 31[st] August 2023 is considered sufficient for the foreseeable future.
Agricultural Chaplaincy
This fund is specifically for the work of the Agricultural Chaplaincy and is held within a District CFB deposit account. It was received following the closure of another related organisation. The balance at 31[st] August 2023 was £8,971 and this will be used over the next few years alongside internal and external grants which will need to be sought to fund the annual costs of the agricultural chaplaincy.
Lincolnshire Community Healthcare Chaplaincy
Funds within this reserve held with the CFB are used to fund the work of the Lincolnshire Community Healthcare Chaplaincy. The balance on this fund on 31[st] August 2023 was £27,070. Active fundraising is now underway in order to be able to implement the plans outlined in the development plan for this chaplaincy.
Emergency Welfare Fund
This fund was created during 2020-2021 using a grant of £10,000 from the District Advance Fund. The purpose of the fund is to be able to respond quickly and flexibly, via churches, to situations of emergency need in the community. The balance at 31[st] August 2023 was £8,833. District Council agreed that a balance of no more than £3,000 is required and therefore an amount should be returned to the District Advance Fund.
Youth Activities Fund
This fund had a balance of £1,558. It is not considered necessary to set a reserve for this fund. It is expected that this amount will be expended during 2023-2024.
New Places for New People (NPNP)
This restricted fund was created following receipt of a grant of £10,000 from Connexion. This will be used for a pilot NPNP scheme and so is expected to be expended during 2023-2024.
Summary
We have considered the District Mission Policy and have decided that we have sufficient reserves in hand. Should our reserves fall below expectations we would firstly seek to reduce expenditure and, failing that, would seek to increase income from other sources to restore the reserves to an acceptable level.
This Reserves Policy was adopted by the District Trustees on 15[th] February 2024.
3.3 Collaborative arrangements with connected charities
The District’s main source of funding was the assessments obtained from each Circuit within the District. Assessments are determined annually by the District in consultation with circuits. Offers are made by each circuit in order to meet the financial requirements of the District. This sum amounted to £120,091 (2021-2022: £95,424).
The District also obtained from each Circuit with a reserve, known as a Circuit Model Trust Fund (CMTF), a levy based on the size of the Circuit’s CMTF at the start of the Connexional year (1st September). In 2022-2023 this sum was £78,832 (2021-2022: £66,732) and was credited to the District Advance Fund. A Connexional contribution from the Connexional Advance and Priority Fund of £38,529 (2021-2022: £50,534) was also received into the District Advance Fund for distribution via grants.
The District holds no funds as custodian trustee . It does, however, receive each quarter 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 received by the District as agent are not recognised as income or as an asset 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 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 have:
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selected suitable accounting policies and applied them consistently using the accruals method
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made judgements and estimates that are reasonable and prudent
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followed applicable accounting standards including the FRSSE
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prepared the financial statements on the going concern basis
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prepared accounts to comply with the Charities SORP 2019
The trustees are responsible for keeping proper accounting records which disclose with reasonable accuracy at any time the financial position of the District and which enable them to ensure that the financial statements comply with the law. They are also responsible for safeguarding the assets of the District and hence taking reasonable steps for the prevention and detection of fraud and other irregularities.
The trustees are responsible for the maintenance and integrity of the corporate and financial information included on the District’s website. Legislation in the United Kingdom governing the preparation and dissemination of financial statements may differ from legislation in other jurisdictions.
4.1 Risk
The District is largely risk averse, but, especially in making grants to churches, circuits and ecumenical projects embarking on new and imaginative initiatives, the District is prepared to underwrite considered risks.
There has been a continual reduction in the availability of ordained ministers to serve in circuits and this, along with the reduction in the number of lay people available to serve as office holders is a cause for concern for the whole District. Several circuits are also known to be struggling financially and this could pose a risk for the District if those circuits are not able to contribute to the running costs of the District via the assessment. Other risks include reputational risks, operational risks such as failure of IT systems and risks arising from safeguarding cases.
Steps taken to mitigate against such risks include relevant training, engagement of a professional IT company, review of policies and procedures and purchase of insurance.
The risk register was reviewed in February 2023.
5. Structure, Governance and Management
The District is an unincorporated association and is 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 Commissioners on 9th February 2010.
5.1 Structure
Circuits are the coordinating 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 are made at or ratified by the half yearly circuit meeting. A district is the coordinating 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 governing body for all Methodist churches.
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Overall control rests with the Methodist Conference.
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The Connexional office implements decisions made by Conference and is also responsible for the stationing of presbyters and deacons (collectively known as ministers) in individual circuits within the District.
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Connexional decisions are passed to the Chair of the District and the appropriate officers of the District for implementation.
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The District looks to the circuits for implementation of District policy and Connexional initiatives with authority delegated to the circuit meeting for certain matters.
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The circuit meeting looks to church councils for local implementation by the presbyter, the church stewards, and other officers, and authority is delegated to church councils as managing trustees.
5.2 Purpose of the District
The District is an expression, over a wider geographical area than any circuit, of the Connexional character of the church.
The purposes of the Methodist Church are and shall be deemed to have been since the date of the union the advancement of:
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the Christian faith in accordance with the doctrinal standards and the discipline of the Methodist Church, and
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any charitable purposes for the time being of any Connexional, district, circuit, local or other organisation of the Methodist Church, and
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any charitable purpose for the time being of any society or institution subsidiary or ancillary to the Methodist Church, and
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any purpose for the time being of any charity being a charity subsidiary or ancillary of the Methodist Church.
The primary purpose of this District is to advance the mission of the church in Lincolnshire:
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By providing support for circuits in matters of mission, administration or ministry
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By offering to circuits resources of finance (grants), personnel and expertise
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By facilitating District-wide initiatives (such as chaplaincies), events, worship and training opportunities.
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 Tavistock Place, London, WC1H 9SF to provide guidance on changes that could affect the District.
The members of the district policy committee (known in this District as District Council) are appointed as trustees annually by a vote of the synod for a continuous term not normally exceeding six years. The Chair of District is ex-officio Chair of the District Council. Nominations to fill vacant positions are brought to synod for approval. Trustees may be either ministers or lay people attending churches in the area covered by the District.
There were seven trustee meetings (District Council), held via Zoom, during 2022-2023. The group’s remit includes the oversight of the work of the District Resourcing Mission Group, finance, property, safeguarding, authorisations to preside at communion, chaplaincy projects, sabbaticals, manses, lay employment, district youth and children’s work and appointments. It also links with the Eastern Region of the Methodist Church Learning Network; one of the Learning Network’s officers attends meetings of the District Council.
5.4 Responsibility of the District Council
The responsibility of the District Council is:
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to formulate and promote policies which will advance the mission of the Church in the circuits and local churches and, in particular, to supervise the use of resources of personnel, property and finance and to assist local churches and circuits having exceptional problems
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to encourage inter-circuit and ecumenical co-operation
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to act in an executive capacity in matters remitted to the council by the synod
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to keep within its purview all District concerns not dealt with elsewhere
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to contribute and respond, as the case may be, to the development of Connexional policies as reflected in the work of the Conference and the Methodist Council, and to carry out its other responsibilities with any such development in mind
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to be aware that the stipend of the Chair of the District is set by the Methodist Conference with all expenses met by the District
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constantly to be aware of the public benefit guidance issued by the Charity Commission
6. Reference and Administrative Details
6.1 Name of the Charity
Lincolnshire Methodist District
6.2 Charity Registration Number
1134228, Registered in England and Wales
6.3 Principal Office
Methodist District Office Office 5, 72a Newark Road Lincoln LN5 8PY
6.4 Chair of the District
Rev Bruce D Thompson (until 31[st] August 2023)
- Rev Angela J Long (from 1[st] September 2023)
6.5 Secretary of the Synod (Representative)
Mrs Sue Brumpton
6.6 Secretary of the Synod (Presbyteral)
Rev Angela Long (until 31[st] August 2023)
Vacancy (from 1[st] September 2023)
6.7 District Treasurer
Vacancy
6.8 Chair’s PA and District Officer
Mrs Alison Godfrey
6.9 Independent Examiner
Keith May Accountancy Services Ltd
6.10 Bookkeepers:
Forrester Boyd, Grimsby
6.11 Names of Trustees
The following served as trustees throughout part or all of the year 2022-2023 or were trustees at the time of this report being approved:
Rev Bruce Thompson (Chair) (resigned 31.8.23) Rev Angela Long (Chair) (appointed 1.9.23) Rev Jade Bath (resigned 31.12.23)
Mr Paul Boucher
Mrs Sue Brumpton Mr Richard Melling (appointed 15.2.24) Mrs Sally-Ann Robinson Rev Mark Sherman (resigned 31.8.23) Rev Luke Smith Rev Alan Swann (resigned 31.1.23)
6.11 Bankers
CAF Bank Ltd Central Finance Board of the Methodist Church 25 Kings Hill Avenue 9 Bonhill Street Kings Hill London West Malling EC2A 4PE Kent ME19 4JQ
6.12 Investment Managers and Custodian Trustees
Trustees for Methodist Church Purposes Central Buildings Oldham Street Manchester M1 1JQ
Approvals
The Trustees’ Report and the Financial Statements were approved by the District Council on 15[th] February 2024 and will be reported to the Synod on 20[th] April 2024.
Signed on behalf of the District Council, as authorised
Rev Angela Long Mrs Sally-Ann Robinson District Chair Trustee Date: Date:
District Accruals Accounts 2022-23 THE METHODIST CHURCH STANDARD FORM OF ACCOUNTS ACCRUALS BASIS for the year ended 31 August 2023 LINCOLNSHIRE Dlstrict District no 17 Reglstsr•d Charity- Registration numbor 1134228 District Chalr Rev Angolfj Long, Chalr of Distrlcl 8ynod 8ecrotary Mrs. susan Brumpton Treasurer
Name of District LINCOLNSHIRE District No 17 Statement of Financial Activities (SOFA) for the year ended 31 August 2023 District Designated the eneral Fund Advance Fund Funds Restiicted accounts qunrestbictedl {Unrestrictedl lunrestriGtod) Funds Totsl 2022-23 Income from l Donalions and lega¢ies 2 Connexlonal AdvanGe & Prlority Fund 3 Income from investments Income from drIble actlvltles 4 As8es8ments on clrcults S From Clrcult Model Twst Funds e Contribution to the wst ofthe Chatr 7 Other chorltabie acltvlties 8 Income from other tradng aclnriti85 9 Olher Income Total Incom• 19 300 319 43,106 11 43,106 6.706 2,817 120.091 120,091 T832 46.724 10000 78,832 45,724 10.000 16B,650 128 11062 309,419 Expendlture 9 Grants and donatlons 10 Salades and assoaated costs 11 Cost of the Chalr 12 Property Malnt¢nanc8 13 Office expenses 14 Synods, commlttees, Conference 15 Tralnlng 16 Profe881onal fees 17 Other outgoing8 Total expendknrn 2.089 69,353 51,289 63,378 69J63 49,026 16,797 24293 14.538 2,616 4312 3,668 237,780 16.797 23,874 14,538 1,091 4212 419 1,425 10 3,668 6093 180,979 51,708 Ngt incomel{•xp•ndknr•) b•lor• gains and losses on investm•nts 18 Net galnslllos8es> on Inve8Inents Not incomellexpendlture) 19 Transfers between fvndo 20 Other gainsl(losses) Not movement in funds -12J29 76J36 8.789 71M39 -12J29 31.432 8.789 17,269 71M39 -53,000 4299 19,103 23,936 24038 71W9 Totsl funds brought forward Totsl funds carrled forward 28713 308,718 8.487 32,423 41,171 341316 66309 412054 8,606
Name of District LINCOLNSHIRE Dlstr4ct No 17 statement of Financial Activitles (SOFA) for the year ended 31 August 2022 Notes to Dlgtriot Designa the General Fund Advance Fund Funds counts IUnrestrlGted) IUnrestrlcted} (unrestricted) Restr Funds Totsl 202142 Income from 1 Donation8 and legacies 2 Connexlonal AfvanrE & ProFerty Fund 3 Income from investments Incom• from chrltable actlvilles 4 As8e88ments on clrcur 5 From Circurt Model TrLESt FurKIs 6 Contribution to the cost of the Chair 7 Other chaFitable acte$ 8 Income from other trading activities 9 Other Income Totsl Income 55,319 809 55,319 1262 27 174 93,7PA 06.732 42.740 42,740 1.5th) 136,7ll6 122,860 27 1,674 261,317 Expendlture 9 Grants and donatlons 10 Salaries and assoGlated costs 11 Cost of the Chalr 12 Propety Malntenance 13 Offlce expense8 14 Synod8, committees, ConfererKe 15 Tralnlng 16 Prof8sslonal fee8 17 Other outgoings Total eXpendIr0 2,280 49,920 45.455 14.648 51903 11.520 1,223 5.071 86,035 1,200 89,515 49,920 43,45S 14,648 53,287 11,520 2,131 3,Q71 2,731 274.258 10 2,731 4.839 183,019 86,399 Nèt Incomdlexpendlture) belore galns and losses on Investments 18 Nel galnslllosses) on investments Net Incom(eXpendItuT0j 19 Transfers betren ftjnds 20 Other gains111Se5> Net movement in fund• 36.461 4,18S -12,940 36.461 .165 463 -12,940 36.637 .1500 -9.826 1.861 -2.473 4.702 -12.940 Total funds brought forward Totsl fund$ orrl•d forward 297,239 287,613 6,627 8,487 6,416 43,874 41,171 354.155 341,215
Name of District LINCOLNSHIRE District No 17 Balance Sheet as at 31 August 2023 General Fund Iunrestiictedl Dlstrfct Advance F(Md IUnr•strlcted) Funds {Unrestrl¢ted) Funds 14otes to th• Accounts Flx•d Assets Tangib18 fixèd 85sets Investment properties Investments 11 rJo,380 230,360 ZW,300 LW.380 CurrnntAss•ts O•bt¢rs Loans bylhe Dknlct TAtee Investment Fund ilh TMCP Cantral FITh¢& Board D&plts Ca¥h #t B•nk and In hand 12 6,688 fj,688 13 14 166,237 ie6.237 144,e38 2.477 320.039 70,921 2,477 80.087 8,505 85,209 14 166237 8.505 86,209 Cuff6nt IlabSlllJos 8¢kn l&J8 in under 1 y•w) Grants p8yablo In 2023.24 15 3,731 3.731 120.814 124,646 19&493 120.814 120,814 46.423 3,731 78.366 8,606 fj5.209 31718 46,423 8,505 424854 Loni t•rm Ilabllltl•s due after more than one ye*rl GrAnts p8yabl• in 2024-25 and b•yoNI Loans to the District 13,000 13,000 Net assets 301716 32,423 8.505 85,209 412.854 FU15 of tho Dlslrfct Ger¢eral Fund (Unrestricted) Distri¢tAdvaroe Fund IUnre5triGtedl Dewgnatsd Funds Iunrgstrictedl 16 306.716 306,716 32,423 8,505 347.645 85,209 412,854 S2,423 16 8.505 Res1ricted Fund5 17 66,209 65.%)9 Signed Total Funds 306.716 8.505 Trc -rrfu57tr3
Name of District LINCOLNSHIRE Dlstrlct No 17 Balance Sheet as at 31 August 2022 General Fund IUnreslTIGtedl Dlstrlet Advance Fimd IUnrestrt¢ted) Dèslgr FurKIs (Unrestslcted) Notos tothe Accounts Flxed Assets Tangible fixed assets Investment properties Investments 11 230,360 230,360 230.360 ),360 CuThent Agsets Debtors Loans bythe Dlstrlct TTUStee Invesbnent Fund TMCP Central Finance Board DepL%its Cosh at 8ank and In hand 12 2,754 2.754 13 14 147,009 147,009 97.367 6.282 253,412 52,253 3,943 41,177 14 61.289 147,009 41.171 Current Ilabllldes Crsdtors Idje In und•r 1 Grents pwable In 2022-23 TO eurr8ntll8bllltl•s Not ¢umta&%etsAlabllhles 15 4.036 4.038 114.521 118,557 134,850 114,521 114,521 4038 67.253 41,171 287.613 3,943 41.171 366,218 Long terni Ilabllttles (du• after more than one Grants payablè in 2023-24 and beycnd Loans to the DSth¢t 24,000 Neta8sets 287,813 41.171 341.215 Funds of tho Dlstrlct Genergl Fund {Unrestrl¢t¢dl Disknd AdVae Fund IUT*e5tn"cted} Designated Funds (Unrestricted) 18 287,613 287,fj13 8,488 3,943 300.044 41,171 341,21S 8,488 3,943 Rtsslrfcted Fundg 17 41,171 41.171 Total Funds 287,613 Signed
THE METHODIST CHURCH - LINCOLNSHIRE DISTRICT NOT&8 TO THE ACCOUNT8 FOR T&%lE YEAR&IDED31 AUGUST2023 1 coUntg frame and aocountlrffj polloles the FknafKlRepDthgstslard1PpINQthp LW atofIrend{FRs l011gtfrOTr 1 J&rUarya119I-(th•0b•s8aRP LFR81W. TrrtUncoknshk4 uwJkllhw•knAft4rr¥lwrndtOAsYJAtrW rra4tyth•dththncl W141tyUrFftS Unknu0thDWOtltsdInthg Th•ThnincMlirlcnnthn r•lD cOmtI•l4¢0TrYts. Wh•m••thTrknb•r• w•dthwaw• F•¢•nw. r#••h•TlLlmwL Ut01hnMr1pDUnd. ¥SPA¥1W8ORml• Thm4C•Xh¥•r•¢4mF4kntvkn FA8102dYthth•FR81Q2W XI• Mth wnbvlov4rblN•thuth•¥(YchvtsMlnTQryvrJ•XrIl r•01khW• 3. th•eQNXthntyk•n•t1kn4cIItsI R•WF¥TrJ 4. iTh¥)2#th• c1thtwlqctqdwdoutif1oknt¢ •(141LI]I th•Dwtrrt•ysb)oyw•th•1ncwQ1th•TrACF. In Kcud•rtTrA4hth Th¢1 Uth0 W 0rconththoLtyn c¢)mmthgth• Dt0pOutrurt1$
THE METHODIST CHURCH - UNCOLNSHIRE DISTRICT NOTES TO THE ACCOUNTS GrantsaR rncoHni5edlnPJl%enthpmrf VAT Sc•th• MXvATTgo•4l1IknrtvATkn rtrn knthoacwthtsitoxtln2011.rf&thl¢hth t¥#rfLorwWd CMdtCa4r•tr•tyMc4DdltMM•m•nt•n 2 A¥s•ssm•rton Clrcult• ngkn•fin4nthlrnrWlrnnrfth•t1&rt CbDuINTr• 1712 L¢01 Lkncthh Oilm•by•Thl Cknthor e&AtLlneoknshh Wok11hdTMI ffon afotd uth Hoknd 1718 17+7 17111 17r22 Contsllwllon to M•thodlstChuh Fund (MCF) QrvJfolnth4Dty1elll9£274.¢5S<2D2ll. W,9881 •ll¢fth iknyJd0pj(rtothNFlnth•Wr. No y•pr. mfog me(dfur p0rrnjtnjdYnHCrrflIQtrDts¢t jEIrrIdy•dtsth0
THE METHODIST CHURCH - UNCOLNSHIRE DISTRICT NOTES TO THE ACCOIINTS FOR ThIE YEAR ENDED 31 AUt3UST2023 3 Costof Chalrant1 tYusts•s ¢hpirclCrKt¢h¥ir4 C¥jKtCtyJo¢ll1. Th•m0MbS¢1thbcCArnthQIDjSlI0Ilth0E1Sir1 202142 34,6 3.$14 32.451 3,343 EmFloygfs C4&hcosiFqJbytheConnox&x (M•,80F4 knB6) ¢50nIg$ 45.724 3.301 42,740 2,71S Totsl¢ost 4•25 $6 SnB•the jt•de00tsabm V.a.. £45.W' 2021.22£45,45514rn WtrrfCoMDKKID.Ihoyapwrboth •lncom•oftr(h¥tn¥lw•80FAln•61•r4hE%p•lldlurq altho Oht(sS0FA liwlll. I1•ho¥16r pmF•rty TrCotsdrnhThlnthgth•m•n50forth•r14É7.l4&(2o2l2£5.%S1I-•btr 7t• Th• •c(u•l knrnJ•forth• CthctOff&rnforF•nthDJ[•EythVJff•d kn noutthTthOu. Th•CrcfDIthGtvndortak•Bih •XYCLw Di51tht. rtfrOMocthBtrOrDrfITrdts ¥yrntsryrf8ynDd. Cthvth•nth•8ttr•wy¢ln¢4. nty)••fth•tru#w•n•fi¥¥Jofth tOMnN1oF4 4 Oth•r lThcom• O Cjrnnts, don•tlons and relAW 8upport 2021.2? -Fr¢MO•n•MI Fund .FmrnYouth Fwd -Frn DAF .Yo ECumWlndfv¢0Innwth 104,289 1X).635 -FmmYouth Buts•ry -Fmm BenDwknnr• Fund
THE METHODIST CHURCH - LINCOLNSHIRE DISTRICT NOTES TO THE ACCOUNTS FORfHE YE4RENDED 31 AUGUST2023 S ¢STants, donattons and Trlated Supportcosts Icontd...- Thnifundrv8sf¢81ydrrnIm4ctyibubQTrsQthBrtA•thltWFund$he&ItycVmsWThthQ Clsblctanqknothtolr, ¥ LwBrtfEllffltsenrwll1prifdllr or8nt•8slnth• Ck¢¥ O•nw &5.2&9 bb)tsl 35.OJD T)t•l 2121-# Chur&1 10,t)JO Q•n#rni 12,0 loocf) 10.8 5235 E¢¥1 1x0.635 Tfv•inwmrfth•fvndwÉ1A21612U21-72.'£122e){n•l¢lwthlOJnTrath•y•Dr Th•)Jts5F4douiknwJwM £100.se69I1-tr.Él013S5j, L• Th• P•wfft9MwU¢rvJp 8 8alwlw and a$soclat•d costs t•4 021.22..
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THE METHODIST CHURCH - UNCOLNSHIRE DISTRICT NOTE8 TO THE ACCOUNT8 FOR THE YEAR ENDED 31 AUGUST2023 • Salwlès and a$>1a1 costs {conVd........ P•nslons Jwcons)ar• nc4qffpbwcltheChurch FLYSknF4ttty.hyaW.th1n0hmèIol np.•use&4stheYTrtA1 b•kn•n•mFtrino b)dy. (knth•Otherhand¥Yern0y¢eS4recQntrlc1ew0W wtimèempwosw0 kn. uts1rtththMP3 dth•FaS¥dA6wXh8Wffj1orLIY EmplDyegsoflh• MothodEtchLYthIPAEu Brtshw¢ounty. Th• MMP8 kFknthfictbutaFthn rorrnm•lclthod•fiLhaBt4pmP•$•ndlSldnll Ctsw¥4th• 142 1.744 7.788 7,148 Tql 147•7 8 Offlo• 2142 •1o••nd•i•lb)Mry r•W)n• Ir 174 227 24298 37.¥24 4$4 Puwty Y.593 Oth#r oth0r.ntsdFundI Fur 418 T4ts1 63367 n•otth• r•mnty non•lithd 9 8 ods CommltlB•S Conf•r•nc• 21-22 S79 cMMIt•• 4710 Bvgl 493 Tot•1 i%J120 10 Othwou )21-22 Ftsb17nfortqddet4J noutgpkn95 Pa*lrnm L(Xwni¥ 2.731 Tot•1 2.781 rthdwFqrntsty.
THE METHODIST CHURCH - UNCOLNSHIRE DISTRICT NOTES TO THE ACCOUNTS FOR THE YEARENDED 31 AUGusf2023 11 Manse and other property bjkn Tth 1 SO•m•r. •tcost 140,380 230.3 2JOXJ 12 D•btoYs prepwnents PJlwM%shw45CL101E31 AW)Y/2•Mf•t•W4tyJtholl*¢uIr•nt. It31 Augu#20¥dl tyTrwpJrffjqdln202>24.
)21.22 Trnd•d•kt4 •rn' R•it•it 178 179 2,7J4 2,751 Totsl •t 2,754 13 Th•t••s for M•thodl•tChureh (ThP) ThDfvnd5thDtg4lPDrtth• DAtrttAth4nC•Fundr•h•tyTè1Cp1DTNli1lrntFurth achdwdl Ar4AryumuWFunth TNstpytyhh•ldforandon beh1w0f14l1nQ4ngTrt14#sv0 ykndly ThI¢P•nwmthrtihw Klnpuno4rth•il OJnf•pJnc4. 14 Central Flnanc• Board (CFBI and ¢&th It Iho LIstthe60n9 ¢uwenlKwJniAtC4F&nkLtd, n muthL nibhthi Thry btavxurt In athSbDnlhg D*trl¢thqsl112021-22 111d•wsbt4CCOLmtsètCF8.aeoMry dw#furrfJ. ThewJmntswponeQeneFur, 3 (1021.22.. 4IDeswTratsdFuTh154nd712021-21.' 61
THE METHODIST CHURCH . LINCOLNSHIRE DISTrICT NOTE8 TO THE ACCOUNTS 15 Credltors and accrued ns•s 3)2142 E¥perG re[sont UnFdd ki¥45 èr t.V5 1.169 PAYE. Nl •ndp•nthn¥contstsJkn• Lcounlanevfws IS20 Td•l¢)Icr•dors % 3.7J1 4.lJJq d•t1#8•p •d4ttr•w0lI Aug 2023 E>4•ns Ihv• 1,216 1,2¥ cru4 2I2Q Emouy•rt N PAYE4ndFwA T31•lro 4744 3,n1 Ibum•4Cond D131 Aug 2?W4N F•bJduthgth•y•Ar31 I0?)23d 1•FWt•d6t•IIThM¢ld•t$1
rt031 2. 18 Unrnstrlct•d Fund• 18.1 G•n•ral Fund ••ttJ•l.711¥11 I¥M2:1217AI¥ Th• th¢et4r0l0r•cro1[rlllL fJthJth•wr£2,Wl>J21.22£12W)IMu lubro) 102 oth•r D•lgnatèd Fund• • •t31 * 2•13IX22.'tV431 Th• wFu.bthRa67PI202L.£14}-tsIwftIvtrJ nnwJwAFthandmnN•Y•xAJthg Th•(ts•R1Q¥Fuftd.O¢•e4,10 QXl£le441.h•¢¢muwJnofvnthb) fajtsc4Chll1ncIrO1Crfrt Det•rOr$uthoICOSM•ccYjXth. ThkfvndhaBnLwb••nck&g Th•TrninoNmtrknr4FLd-¢•knTrZl7•9D?Z.É}72)-Ilhvl1pffjt•II0lkn b•Mts¥QlnwiM•
THE METHODIST CHURCH - LINCOLNSHIRE DISTRICT NOT&8 TO THE ACCOUNTS FOR THE yEAR£N)I AUGUST2023 17 RtrIcted Funds oItISJ¢••tJl 4w242JlZD2Z..¢41.171) Th• Een9¥donF-bt+LI.SO1{20?IE1.11o>-VOfthIAdSFlO¢lwfidty¥4frOJmOwY rNwt•rninthD tlicatrdUotsJnthethlrDmrt ThfrywthATrdCkn•rfkBu•ryFUTrO-WrÈ&74O(Z02xEls14). 2. thth%iduDlpJrvJ attènd$0. eofiArÈno•, ty&F•L4Èlyoth 3. r(tyth•pThhinofoth•rTrsouvA4 nwid•JWyrnstChL•n•nd IhCII LkncdknthhC4rNmuntyPok4MCh•pllnty-b•ne•£97,070ra022.4IIM271-#mIQpprtth•w1( ncyWeYDroFund.Jn£B.1 (2O22£Q.Thw¥wJllQfthblundbtxbrfn1ww4r Nw4fincufDrNvN P•DF4•.£1O,132fW•OlffltWm dl0 18 ConnKted ffjianls•lloM and r•l•ted Altlts DtrktDU••rt•lrfnl0ranLthdChthln0c1ru1th•c1IMLtndrnY b• cwr4nycItrm.nDrth•y¢w+wth•CIth Th•yqr•.th•rrfoF•. nclLS)nihS•T•dMIDMdpwtsM. R•¢ty +•AUthr ToM•thutht¢hurth Fyh¢ Ornnlfrornthn•wnil Fund Pr¢¥nfAubVknth0 LtrKolrffjhv• iL•vyon T¢t11TnMtFidAI LlrKdMhirnEqJk (rorDtrktExp•nMI Fund) Promclmul¥knknth• LlrrfdMhtr•CItrrt IcontrbJlDDltocNtDIR•trMts) 2746¥ 43.108 274.eSS 7am2 1W,091 tyi FromNlthJthtChvth FundtrNwP forNpe? 289 10.(¥)D R•c•¥ FrcmC4mulBvknhUw UN¢kAhk•C4#rt. T•M•th¢<WCbyth Fynd QrnnlhvmCwnvxiDMIPF¥nd FrnmcatculBvAknknth• Llncolrffjhk•CW(I iLwrJn (XrwilMvthlTrystFwth) LDIr#hYEcrt UorDktrklExp•n915 Ful) 2&S SS.319 ntrbJb)nitOC06tolR•tr•ob) (grants) TolJ12Q214a 10,800 19 volunteerconlAIll0Th$ th•DtsirKtw•tythApkinsandbyllJoMsèfbingDn MmIttls¢1•L1tvllt%th trNSSiOn. rnaw4Tn•ie•. mrnrfrnBnt 20 C•pllal cornrnllm• aTrd conllngent Ilablllllés TlwTrJwJran0oacemnPr50rltI1SatthQd (2021.22.. nln.
THE METHODIST CHURCH- LINCOLNSHIRE DISTRICT DECLARATIONS Treasurer I confimi that aG¢ru•l based a¢¢ounts for the year ended 31 August 2023 have been prepared from the records of the District that they include all furxls under th• control of tha District Council. Signature of T Addres8 24n£&n SPY Presentsfjon to the Distrlct Councll for approval. I conrim Ihatthe annual report and a¢¢ounts for the yfrar ended 31 AugLL8t 2023 wern presenled to the Dlstrict Coun] at Its meettn9 on and were èpproved. Slgnature of tho Chair of the medng Name of the Chalr ofthe moelng R•¥. Ang•l• Long Date Inthpondenl Examlne¢$ Report to th• Tru•t••s of tho LINCOLNSHIRE Dlstrlct Charlty No. 1134228 Respor1b11ltlO8 and ba810 of Roport I report to the trustees on my examinatbn of the accounts of the Llncoln8hwe Dl8trfct for the year ended 31 August 2023. As the Distri¢t'$ trustees, you are resF¥)n8ible forthe prepaTation ofthe aG¢ounts in a¢¢ordarKe vlth Ihe requlrements of the Charitie8 Act 2011 (Yhe Acri. I report in respect of my examlnation ofthe Di5trict'$ aectrjnts tarrled out under section 145 of the Act and, In carrying out my examinatton, I have folloed all the appllcable Directlon8 £4ven by ts Charfty Comm188bn under se¢tion 145(51(b) of the Act.
THE METHODIST CHURCH --LINCOLNSHIRE DISTRICT DECLARATIONS - cont'd Basis of Indep8nd•nt Examlnr'# Report My eXamInaOn was carrfed out In accordance vlth the general directlons given bythe Charity Commls810n. An exarr4nation includes a review of the 8ccountwig records kept by the charity and a comparison of the acGounts 1th those recnr¢Js. 11 also includes consideration of 8ny unusual items, in nature or scale, or dlsdosufes In the accounts, seerj explanations from the trustees conceming such matters. The procedures undgrtaken do not provkle all the ev•Jence that oUld be required In an audft and, eonsequenlly. no opinion Is given as lo vknether the awAunts present a true and falr ew. My report Is Ilmited to those matters jet out In the $tatement below. Independent Examlnerfs Statement I have ¢unpl¢ted my exannation. l onfimi that no materlal mattern have come to my attentlon In onnection vAth the exanlnation I thiGh glve me U88 to bel19 that in. any materfal re8fft: the aCcOtIng records yre not kept In accordance wlth 8eation 130 of tho AGt', or the a¢¢ounts do not acwrd vAth thè 8¢xounllng record8: or the a¢coLmts do not compty the appll¢able requlrements concemlng the fomi and content of accounts Set out In the Charities (Accounts and Reports) Regulations 2008 Qthgr than any rwuirement that the attounls give 4 rue f81rf VI, %tlch18 not a mater con81der&J as part of an Independent examination; or the trugod annual rewrt18 not cortent vlth the 8ccount8 I have no concems and have comè acros$ no other matters In connedon the examlnatl¢Jn to whlch attenfjon should be drawn in thi8 ieport in order to enable a proper undetstanding of the acmunts to ba Teachgd. I lav&ttave nor obtaln8d Independent verffleatlon of 811 Invostmènts wllh the Trustees for Methodtgt Churth Purpo$e$ or held In othef trusts, bank balan¢e$ and fund$ at th6 Central Finanee Board of the Methodi8t Church at the balance sheet date. ' Please debte a$ gppmprfatg Nam& Kglth May Slgnature Relevant Profe8slonal qUalMon of examlner ACMA CGMA offlrm <Te apwoprfat•l Kelth May AGcounllngSgrviGes Ltd Address Aura 8InesS Centro. Hth Road. Skggnoss PE25 3SJ Date
THE IIEfHODIST CHURCH- LINCOLNSHIRE DISTRICT DECLARATIONS Treasurer I confimi thatlw xwJrrts forthe year ended 31 August 2023 have been prepared from the records of the Di5trirt tr&tey r£ al under the control ofthe District Council. Slgnature d T Date Name Lrf T /knSc)AJ &oDf£EY nJa4JArk koa, kn. tsJs 8Py Presentation to the Dlstrlct Coun¢ll ft•r approval. I firnI thai the annual report and a¢Gounts for the year ended 31 AUgt 2023 vmre preserrted to the District Coun1 at ts meeting on and tre aFproved. S5gnaturn of th8 Chalr of the meollng Nama oflhe Chair ofthe meating R•v. Ang•la Long Date Independent Examlnafs Report to tho Truttt8 of t LINCOLNSHIRE Dlstrlct Charlty No. 1134228 Re8pon8lbllltle8 and ba81s of Report I reportto the tru8tèe8 on my examinallon of the accounts of th8 Llncolnshlre Di8tricl for the year ended 31 August 2023. As the Di8tricYs trustees. you are responsible for the prep8ratlon of the accounts in a¢cordanoe Nmth the requlrements of the Charitles Act 2011 {Ihe Arti. I report In respect of my examinaOn of the Dlstrlcfs accounts carrled out under sectton 145 olthe Act and, in carrying out my examination, I have folloYd all the applicable Directions given by the Charity Commi$8ton under seCn 145(5)(bl of the Act.
THE METHODIST CHURCH- LINCOLNSHIRE DISTRICT DECLARATIONS - cont'd 8a8ls of 1nd9p0th Examlnw'i Rewt My examknation was carried out In ts)rdan¢e ith the general dlrectlon8 gwt ty the Charity Commlsslon. An examinatlon IrludeS a revlow of the accounting rerdS kept ty the chathy and a compar180n of the accounts vlth those ¢OrdS. It also Indude8 constr#eration of any unusual 1M$, in nature or sc810, ¢X disdosures in the accounts, seeklng explanau$ from the tru8t8e8 concemirwj suth mattern. The procedures uThJertaken do not provKle all the evldèrKe that Vuld be require(l in an audit and, consequenuy. no opinion 18 given as to ether the accounts pre$t a true arKI falr vlew. My report18 Ilmited lo those matters set out in the statement below. Independent Examlnefs Statsm•nt I have completed my examination. I confimi that no malerial matters have com to my attenlon In ¢onnethon ilh the examination l Nthi¢h give me cause to believe that in. any material respeGt: the accomtlng records vmro not k•pt in aordance th sectlon 130 ofthe Act: or the aUnts do not a¢¢ord vAth thè accounting records; or the ac¢omts do not conwty wlth the appllcable requirements ¢on¢wilng thè form and content of accounts set out In the Charitiè5 (Accounts and Reports) Regulatlons 2008 other than any requirement that the ounls gNe a'true and falrf vlew, is not a matter ¢onsldered a8 part of an IndeFndent examination., or the Irustees, annual rep)rt Is not cor18tent th8 ac¢wnts I hve no o)ncam8 and havo com¢ 8¢ro$8 no oth•r matters In connectlon vAth the examlnatlon to whlch attention should lje dravm In thls r•port In ordor to en8e a proper understandlng of the accounts to be I h8¥eihave nor obtalnod kndepend•nt ¥ertficau of all InStmonts vthh the Trust80$ for M6thodl$l Church PurFoses or held In other tfusts, bank balance8 and fund8 atlh¢ Central Flnan¢¢ Board of the Mothodlst Church at the balancé sheet date. "Please delete as *9ppmprfal& Namo Kelth May Slgnature Reltsvant Professlonal qualrfocation of examlner ACMA CGMA Narrn offimi (where approprfate) Keith May Accountlngsorvlces Ltd Addre88 Aura 8uSIrn Cgntro, Hoath Road, Skegnoss PE25 3SJ Date