## **NORTH CUMBRIA METHODIST CIRCUIT** ## **TRUSTEES ANNUAL REPORT** ## **For the year ended 31ST AUGUST 2021** ## **IntroducCon** The Trustees are pleased to present the Annual Report of the Trustees of the North Cumbria Methodist Cir- cuit (hereina;er referred to as !The Circuit”) for the year ended 31st August 2021. Once again two Lockdowns and the three Ier restricIons introduced through this Ime had an affect on our worship and our face to face encounters. Churches were not open for the main part of the year and even when they were allowed to re-open many members were nervous about meeIng inside for services. The circuit kept churches up to date with informaIon and advice to church stewards to follow government advice and to provide safe spaces for people to worship. On- line and Zoom services and meeIngs conInued throughout this Ime as did Bible Studies, Lent meetings, Prayer Workshops and fellowship groups. Church councils could not meet in person in 2020. Permission from The Conference Office and the Charity Commission allowed an exempIon from holding the usual Spring Church Council MeeIngs. Trustees could arrange a meeIng via Zoom. The work on merging The North Cumbria and The Wigton Circuits into one new Circuit conInued. It was anIcipated that the new Circuit would be launched on the 1st September 2021 following a posiIve vote from both Circuits and with the support of the District Policy Group, District Synod and Methodist Conference. The staffing levels will remain the same with three presbyters based in Wigton, Carlisle and Brampton and a Deacon in Carlisle working across the circuit as a Mission Enabler. It is anIcipated that the two Superintendents will conInue in that role as Co- Superintendents. The two Leadership Teams have been holding joint meeIngs and conInued to do so throughout the year to prepare for September. The size and makeup of the new Leadership team will be decided once the circuits become one. Work towards forming three Mission Hubs across the circuits conInues but is restricted by COVID restricIons. The presbyter in Brampton, Rachel Williams has been matched with Stockton On Tees Circuit. Tokunbo Asogbon was matched with North Cumbria circuit and will take up his post in Brampton and begin on 1st September 2021. ## **Aims and organisaCon** The Governing Document of the Charity is the Deed of Union of the Methodist Church 1932 and the Methodist Church Act 1976. The purposes of the Methodist Church are, and shall be deemed to have been since the Date of Union, the advancement of: - a) The ChrisIan faith in accordance with the doctrinal standards and discipline of The Methodist Church; - b) Any charitable purpose for the Ime being of any Connexional, District, Circuit. local or other organisaIon of The Methodist Church; - c) Any charitable purpose for the Ime being of any society or insItuIon subsidiary or ancillary to The Methodist Church; - d) Any purpose for the Ime being of any charity being a charity subsidiary or ancillary to The Methodist Church There are 14 places of worship in the area covered by the Circuit and they are all open to anyone who may wish to visit them without any charge. The Circuit conInues with a quarterly preaching plan to ensure that regular acts of worship take place at all the churches and chapels in its geographical area and that the following acIviIes take place to further the objecIves set out above:- - The teaching of ChrisIanity through sermons, courses and small groups. - The resourcing of pastoral work including visiIng the sick and bereaved. - Taking religious assemblies in local schools. - PromoIon of ChrisIanity through the staging of events and services. - Provision of chaplaincy services where appropriate. ## The Trustees have had regard to the Charity Commission"s guidance on public benefit. ## **Brief financial review of the year** The main source of income in this and every year is the assessment paid by the churches within the Circuit area. In the year to 31st August 2021, the assessments totalled £112,525 ( 2020 £127,525 ). The Circuit also received grant funding of £16,000 from the Connexion in respect of the employment of our Mission Enabler. The main expenditure relates to the sIpends of presbyters and the salaries of lay employees, together with related employment costs, including the provision of manses to presbyters and the reimbursement of travelling and other costs, totalling £139,274. Other costs include the contribuIons to the District £49,193. SIpends have increased annually in line with conference approved percentages and lay employees are paid, in accordance with Methodist Standing Orders, no less than the hourly rates set by the Living Wage FoundaIon. At 31 August 2021 the net current, unrestricted, assets of the Circuit were £228,657 compared with total expenditure for the year of £223,376. Plans for the 2020/21 Circuit finances for the coming year have been prepared on the basis of our current staffing figure, with anIcipated cost of living sIpend and pay increases combined with an increase in the assessments paid to the District and Connexion. Levels of assessments requested from the churches in the Circuit have been discussed as all churches lost revenue from donaIons and lejngs during the Ime they were unable to open and consequently some churches were unable to meet the level of assessments requested by the Circuit. ## **Structure, Governance and Management** The governing document for the Circuit is the Deed of Union (1932) and Methodist Church Act (1976). Detailed governance arrangements are outlined within the ConsItuIonal PracIce 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 comprising the presbyters , deacon and circuit stewards. ## **Trustee Training** A range of guidance is produced by Methodist Connexion to support the effecIve running of the Circuit, # " including the leaflet The Role of a Trustee in The Methodist Church . ## **Related ParCes** The Circuit is part of the Cumbria District and is also accountable to the Methodist Conference. 15 Churches are linked to the Circuit and are listed in Appendix B to this Report. ## **Risk Management** Major risks, both physical and financial, are idenIfied and recorded and professional advice taken as required. There is a regular annual review process undertaken and recorded. Income and Expenditure is monitored in total and is compared with the approved annual budget to detect trends as part of the risk management process to avoid unforeseen calls on reserves. ## **Safeguarding** Every person has a value and dignity which comes directly from the creaIon of male and female in God"s own image and likeness. ChrisIans see this potenIal as fulfilled by God"s re-creaIon 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 pracIce outlines commitment to the following principles: 1. The care and nurture, and respeclul pastoral ministry with, all children, young people and adults. 2. The safeguarding and protecIon of all children, young people and adults when they are vulnerable. 3. The establishing of safe, caring communiIes which provide a loving environment where there is informed vigilance as to the dangers of abuse. 4. The Circuit 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 registraIon with the relevant vejng and barring schemes. 5. The Circuit will respond without delay to every complaint made which suggests that an adult, child or young person may have been harmed, cooperaIng with the police and local authority in any invesIgaIon. 6. The Circuit will seek to work with anyone who has suffered abuse, developing with them an appropriate ministry of informed pastoral care. 7. The Circuit will seek to challenge any abuse of power, especially by anyone in a posiIon of trust. 8. The Circuit will seek to offer pastoral care and support, including supervision and referral to the proper authoriIes, to any member of our church community known to have offended against a child, young person or vulnerable adult. 9. In all these principles the Circuit will follow legislaIon, guidance and recognised good pracIce. The Circuit commits itself to ensuring the implementaIon of Connexional Safeguarding Policy; government legislaIon, guidance and safe pracIce in the circuit and in the churches. The 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 responsibiliIes in safeguarding and promoIng the welfare of children and adults who may be vulnerable. ## **Reserves Policy** The Reserves Policy for the Circuit is to hold approximately two quarter"s average expenditure. This should be sufficient to meet any unforeseen item of major expenditure on manses and / or to be able to conInue, in the short term, funding planned acIviIes in the event of the failure of churches to meet their quarterly assessment liabiliIes in full. ## **Legal and AdministraCve** The Circuit"s financial statements for the year ended 31 August 2021 have been prepared under the Charities Act 2011 in accordance with the 2014 version of AccounIng and ReporIng by ChariIes: Statement of Recommended PracIce (SORP) applicable to chariIes preparing their accounts in accordance with the Financial ReporIng Standard for Smaller EnIIes(FRSEE) applicable in the UK (effecIve from 1st January 2015) – the ChariIes SORP – in replacement for the SORP"s 2005 version specified in its related 2008 RegulaIons and in accordance with the !true and fair override” provision contained therein. Full Name of Charity: North Cumbria Methodist Circuit RegistraIon Charity Number: 1134232 Date of registraIon 2014 Main communicaIon address Braelees, Kirkandrews-On-Eden, Carlisle, CA5 6DU The members of the Circuit meeIng are the Managing Trustees, membership being made up of circuit office holders, ministers and representaIves appointed by the local churches. A full list of Trustees is shown in Appendix B to this Report ## AcIve Circuit Ministers Rev David Newlove Rev Rachel Williams ( moved to Stockton Circuit July 2021) Deacon Mark Apwood Circuit Stewards Mrs Nan MarIn Mr Ken Holmes Mr Selby Harrison Mr Harold Bowron Mrs Kathleen Bowron Administrator Miss Vicky Logan Mr Harold Bowron acted as the principal officer overseeing the day to day financial management and accounIng for the Circuit during the year. Independent examiner Mr Malcolm Uppard, 1 Green Lane, Houghton, Carlisle. CA3 0NT. Investment Bankers Central Finance Board of the Methodist Church Trustees for Methodist Church purposes Bankers H.S.B.C. 29 English Street, Carlisle. CA3 8JX. ## **APPENDIX A** ## **LIST OF TRUSTEES.** |**Title**|**First Name**|**Surname**|**Notes**| |---|---|---|---| |Mrs|Anne|Anderson|Corby Hill Closed end of September, no longer trust-
ee by next meeIng February 2021| |Ms|Di|Armstrong|| |Dcn|Mark|Attwood|Minister| |Mr|Raymond|Baron|| |Mr|Harold|Bowron|**Circuit Treasurer**| |Mrs|Kathleen|Bowron|**Circuit Steward**| |Mrs|Mary|Caddle|| |Mrs|Clare|Collinson|Corby Hill Closed end of September, no longer trust-
ee by next meeIng February 2021| |Mrs|Val|Cowen|| |Mrs|Clare|Driffield|| |Mrs|Margaret|Drury|| |Rev|Donald|Frith|Supernumerary Minister
Moved out of Circuit by July 21| |Rev|Joan|Gooding|Supernumerary Minister| |Mrs|Lynne|Graham|| |Mrs|Janice|Gray|| |Mrs|Alice|Gregan|| |Rev|Gilbert|Hall|Supernumerary Minister| |Rev|Colin|Harbach|Supernumerary Minister| |Mr|Selby|Harrison|**Circuit Steward**| |Mr|Ken|Holmes|| |Mr|John|Huggon|| ||Rev
Margaret
Jackson
Supernumerary Minister
Dr
Alan
Jefferson
Moved out of Circuit January 2021
Mrs
Linda
Johnson
Mrs
Christine
Kelly
Rev
Ruth
Kershaw
Supernumerary Minister
Mrs
Susan
Kydd
Mrs
Dorothy
Lamb
Mrs
Wendy
Lawson
Corby Hill Closed end of September, no longer
trustee by next meeting February 2021
Mrs
Margery
Little
Mr
William
Little
Mr
Roland
Lowe
Resigned August 2021
Mrs
Margery
Mallinson
Mr
Leo
Mann
Mrs
Nan
Martin
**Senior Circuit Steward until August 21**
Mrs
Millie
Mckey
Mrs
Glynis
Milburn
Mr
Chris
Mitchelson
**Title**
**First Name**
**Surname**
**Notes**
Rev
David
Newlove
Minister
Mrs
Phyllis
Nicholson
Mr
John
Oldman
Mr
Joseph
Pattinson
Mr
Nathan
Pattinson
Mrs
Christine
Pritchard
Moved out of Circuit August 2021
Mrs
Marion
Proudfoot
Mrs
Pauline
Robson
Mrs
Nancy
Simpson
Mrs
Pat
Staley
Mr
Ian
Stewart
Mr
Jim
Stobart| |---|---| |Mrs|Joyce|Stobart|| |---|---|---|---| |Mrs|Janet|Thompson|| |Mrs|Christine|Wharton|| |Mr|Melvyn|Whatmough|| |Rev|Robert|White|Supernumerary Minister| |Mr|Stuart|Wilkinson|| |Rev|Rachel|Williams|Minister
Moved out of Circuit August 2021| |Mrs|Elizabeth|Woodmass|| |Mrs|Janet|Wright|| ||||| ||||| ## **APPENDIX B LIST OF CHURCHES IN THE CIRCUIT** Brampton Methodist Church Corby Hill & Warwick Bridge Methodist Church (Closed end of September 2020.) Dalston Methodist Church Gilsland Methodist Church Longtown Methodist Church Monkhill Methodist Church Newtown Methodist Church Port Carlisle (A Circuit Resource Centre) Thursby Methodist Church Thurstonfield Methodist Church Tithe Barn Methodist Church Upperby Methodist Church Walton (A Fellowship within the Parish Church) Wetheral Methodist Church Wigton Road Methodist Church Signed on behalf of the Circuit by _**David Newlove Harold Bowron**_ ……………………………………….(signed) ……………………………………….(signed) Rev David Newlove Harold Bowron Superintendent Minister Circuit Treasurer CIRcurr RECEIPTS AND PAYMENTS ACCOUNTS THE METHODIST CHURCH STANDARD FORM OF ACCOUNTS North Cumbria Clrcuit Circuit FOR THE YEAR ENDED 31 AUGUST 2021 CUMBRIA Clr¢utt no 0901 Reglst¢rod Chathy- Ch*rity Registration numb•r 1134232 If not a rngistered charity Her Majesty's R•venue and Cusloms GIftAld number (The HMRC numtw is equivale¥>t to a registered charity number bn terms of ev*Jence of charttablè stalu8 and may be used to gNo to donors or grant funders wishing to ￿ ewdence of *he organisation's charitab sta￿s. Methodist d)aiities in England and Wales that are not registered chartti8s are excoptsd from registration under Statutory Instrument 2014 No.242) Ministers.. R￿. DavKI Newlove Rev. Rachel William$ Dè8con Mark Attwood Circuit Slewdrds.. Mrs Nan Maitin Mr Kenneth Holmes Mr Sel￿_Ha￿S0n Mrs Kath5een Bowroft Treasurer Mr Harokl John Bovrton 2015 CkvJl R aNJ PJJS lof1 ACCOUNTS FOR THE YEAR eNDED 31 AUGUST 2021 Noblh Cumbrla Cl￿￿11 ¢1￿Ult SECTION A TLNal$ last Funds Fund Fund& a1 RECEIPTS Asses$menVShare 112,525 I12￿2s 11.818 127.525 a3 84 Ca Bank and CFB Interest and Investment income 11,818 638 2,848 Grants 5.853 31,752 18.0(MJ 21.853 31,7S2 179,524 Other receipts TOTAL REGEIPTS 2,127 181.309 a7 150.768 12.756 16,IM)O SEGTION b1 PAYMENTS Stipends, salarie8. NIC. Pension and travel wsts f 11,984 142,770 f7,732 30,039 53,726 b3 Manse Costs 19,389 19.389 Adrntnistratrott etc b5 District As88&8ment 37.500 11,693 49.193 10.683 Grants & donations CPF Levy 10.133 550 b7 Other payments TOTAL PAYMENTS 10,899 160.364 10,899 223.376 6,792 251.884 b9 14,462 48.660 Ib91 SECTION C NET RECEIPTSIPAYMENTS FOR THE YEAR a7-b9 0.575 Total funds brou ht fornvard from last 29,898 182,165 244.612 315.187 Sub totsl c1+¢2 20.302 180,459 244.612 Trdn5f8r5 ano usttnerlts ¢7 TOTAL FUNDS AT END OF YEAR 1¢3*c41 SO.302 150,4S9 200.760 2M612 c61 SECTION D FOR INFORMATION ONLY: MOMEY RECEIVED AND PASSED OM TO EXTERNAL ORGANISATIONS amounts should not be Inclydod in total rg¢el payments abo¥•l 8alance brou t forwdrd from last d1 290 d2 Offerin sIGfft$ - receNed forextemal anisatsons OtteringslGrfts- passed to exteynal or9anisations BALANCE STILL TO BE PAID dl+d2-d3 2,814 3,104 d3 2,384 2o16¢1￿UtR ar￿ P)Js North CumlJrk)Clr¢tsll SECTr)N E SJJmm8ry4tth8thrvJilacttyJntststhe year￿￿ 31 A￿￿&t9021 IntèM8lthpnMtyc￿fe￿r￿￿tOth9CIrc￿tt Note thatthe ofan Intwnd 00￿1$0b0￿ wJubJ r￿*m￿lty￿e fur* unles5 ItUvJldbEthaty $Wth£titw(xxdd ￿ Used•JrsnyFMh￿I* wrp290 Thr4 sethn m•thod018CI￿￿1[wJANDA DIFFERENT FORM nVJYt be used to rewtthè*%xvts (see htathtslst￿N￿eI. P￿￿È*1Bfartr￿VJdarx [thrBprdiWtr8￿ tr•knithÈ Circuit ar￿ wnne(tsd ￿￿￿￿(￿99￿132ts Cynlr ¢7 ¢•12) t*rultXGouTrIBIItstr* 2.tUts￿C0Iurn} I¥•￿24 ¢7 612 2(K7.7 HELD Bycmrr 22U76 43.852 12 TOTALREC•PTS OPEMMG eiRcwf.C*AM Fufws TrELD¥3t 2021 Bank 87 182,164 150,458 32.414 33.016 SUB TOT* 244,614 200,760 by Iniemd 0wty0x￿(* •12 TOT￿cAsI$FU￿D5HELD3Yc￿ct￿7 SECTr)Nts OThERASSETSand LtAwrEs 20 593.00 1370 603 M Fund$b*J￿I￿co￿tra 16WRwJJP&* Nameof Cir¢uit............... .. 09. 01 Declarations and Scrutiny I confimi that these Receipt and Paym￿1 based accounts forthe year to 31 August 2021 have been prepared from the records of the Circuit and that they indude all funds under the control of the Circuil meeting. Signature oftreasuw.................... .W2.No¥-21 Name and address of treasurer ....... Harc4d Bthyron, 8r*ees, Kjrkandrehs ¢ffi Eden, CA5 6DU Presontatlon to th• Clrcutt meetlng l Gonfimi that the annual report and a¢¢ounts for the year ended 31 August 2021 be. presented to the Circuit meeting hekj cm .........6th Dèt*nbgrW21 Signakne of the Chair of the m8ding ........ Name of the Chair of the meeting .... Independent Examlnefs Report to Ihe Trnstoes of the . Noth Cumbria Circutt Charlty Numb•r.............. 1134232 R•spon8lbllllios and ba•is of report I report to the tfustees on my examination of the accounts of the ........................................ Circuit for the year ended 31 August 2021 set out on pages ... . As the Circuivs truyte8s, you are responsible for the preparation of the accourrts in accordance wth the requirements of the Charities Act 2011 (Ihe ACY). I report in respect of my examination ofthe Circuifs accounts carried out under wtion 145 oftr* Act and. in canying out my examination, I have followed all the applicable Directions given by the Charity Commission under 8ection 145(5}(bl of tho A¢t. ' delete or cirdo as appropri*6 2015 Qr01tR￿ PA Irf1 Name ofCircuit......................MoR.7 C&/mBW.*......................... No... Indepondont Examlnerfs Statomont I have completed my examinatton. I confim that no matsrial matters have come to my attention in Connection with the examination (other than that disclosed bel￿ which gNe me caLBe to believe that in. any material respect the accounting records were not kept in accordance with se¢bon 130 of the Act or accounts do not accord wtth the accounting records. I have no concems and have come across no other matters in connectron with the examination to vthich attention should be drawn in this report in OFder to enable a Proper understanding of the accounts to be reached. I havelhave nor obtained independenl verification of all investments with the Trustses for Methodist Church Purposes or held in other trusts, bank balan￿8 and funds at the Central Finance Board of the Methodist Churth vthich are individually in ex¢ess of £10,OiXI (ten thousand pounds) at the balanc sheet date. Signature of independent examlner Name of independent examin8r . .. Malcolm Uppard Rdevant professional qualification of independent examiner . F.CA. Name of finn {￿ere appropriate} Address ............ l Gmn Lano, Houghton .Car1181e CA3 ONT Date delete or circle as appropriate Sep21 2015 C*wiR p 1 011