## **NORTH CUMBRIA METHODIST CIRCUIT** ## **TRUSTEES ANNUAL REPORT** ## **For the year ended 31st AUGUST 2022** ## **IntroducDon** The Trustees are pleased to present the Annual Report of the Trustees of the North Cumbria Methodist Circuit (hereina:er referred to as “The Circuit”) for the year ended 31st August 2022. September 2021 saw the beginning of the new combined North Cumbria Methodist Circuit combining the Wigton and North Cumbria Circuits following approval by trustees of both Circuits and with the support of the District Policy Group, District Synod and Methodist Conference. An InauguraNon service for the Reverend Tokunbo Asogbon and his family was held at Wigton Road Church. The Circuit Mission AcNon Plan for 2021/2022 was adopted. Mission and Ministry in the North Cumbria Circuit is about: 1. Growing together as a new Circuit. 2. SupporNng churches to grow whilst coming out of Pandemic restricNons 3. Exploring new models of church both as Hubs and in response to point 2. - A new logo for the Circuit was adopted. ## **Staffing** Staffing levels remain the same with 3 presbyters based in Wigton, Carlisle and Brampton and a Deacon in Carlisle working across the circuit as a Mission Enabler. The two Superintendents will conNnue in the role of Co-Superintendents. The Leadership Team comprises of the presbyters, the Deacon and 7 circuit stewards taken from the two merged circuits. Work towards forming 3 Mission Hubs across the circuits conNnues. Cornerstones is a well established Hub comprising of churches: Aspatria, Abbeytown, Caldbeck, Silloth, Wigton. The new Hubs will be: City Hub -comprising of churches: Newtown, Tithe Barn, Wigton Road, Upperby. Solway Hub -comprising of churches: Dalston, Monkhill, Thursby, Thurstonfield Border Hub comprising of churches: Brampton, Gilsland, Longtown, Wetheral. The Administrator’s hours were increased from 16 to 20 hours. A lay Children and Family worker’s contract ended August 2022. Recruitment procedures were followed and interviews were held but no appointment was made. On- line and Zoom services and meeNngs conNnued throughout this Nme as did Bible Studies, Lent meeNngs, Prayer Workshops, fellowship groups and training programmes. ## **Aims and organisaDon** 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 ChrisNan faith in accordance with the doctrinal standards and discipline of The Methodist Church; - b) Any charitable purpose for the Nme being of any Connexional, District, Circuit. local or other organisaNon of The Methodist Church; - c) Any charitable purpose for the Nme being of any society or insNtuNon subsidiary or ancillary to The Methodist Church; - d) Any purpose for the Nme being of any charity being a charity subsidiary or ancillary to The Methodist Church There are 18 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 conNnues 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 acNviNes take place to further the objecNves set out above:- - The teaching of ChrisNanity through sermons, courses and small groups. - The resourcing of pastoral work including visiNng the sick and bereaved. - Taking religious assemblies in local schools. - PromoNon of ChrisNanity through the staging of events and services. - Provision of chaplaincy services where appropriate. Fewer Local Preachers are available to preach as some have moved away and some have given up. This made it difficult to fill the quarterly Plan. ## 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 2022, the assessments totalled £180,550 (2021 £112,520.00 ) The Circuit also received grant funding of £32,000.00 from the Connexion in respect of the employment of our Mission Enabler. Transfers from Wigton Circuit £24,403.88 The main expenditure relates to the sNpends 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 £203,193.38 (2021 £131,436.17)) Other costs include the contribuNons to the District £45,990.00 (2021 £37,500.00) SNpends 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 FoundaNon. At 31 August 2022 the net current, unrestricted, assets of the Circuit were £ 300,878 , compared with total expenditure for the year of £296,766. Plans for the 2021/22 Circuit finances for the coming year have been prepared on the basis of our current staffing figure, with anNcipated cost of living sNpend 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 donaNons and leings during the Nme they were unable to open and falling numbers ajending church since the Pandemic. 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 ConsNtuNonal PracNce 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 and Circuit Stewards) and the Local Preachers meeNng. ## **Trustee Training** A range of guidance is produced by Methodist Connexion to support the effecNve running of the Circuit, including the leaflet ‘The Role of a Trustee in The Methodist Church’. ## **Related ParDes** 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 idenNfied 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 creaNon of male and female in God’s own image and likeness. ChrisNans see this potenNal as fulfilled by God’s re-creaNon 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 pracNce outlines commitment to the following principles: 1. The care and nurture, and respecnul pastoral ministry with, all children, young people and adults. 2. The safeguarding and protecNon of all children, young people and adults when they are vulnerable. 3. The establishing of safe, caring communiNes 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 registraNon with the relevant veing 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, cooperaNng with the police and local authority in any invesNgaNon. 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 posiNon of trust. 8. The Circuit will seek to offer pastoral care and support, including supervision and referral to the proper authoriNes, 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 legislaNon, guidance and recognised good pracNce. The Circuit commits itself to ensuring the implementaNon of Connexional Safeguarding Policy; government legislaNon, guidance and safe pracNce 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 responsibiliNes in safeguarding and promoNng the welfare of children and adults who may be vulnerable. Safeguarding courses were run to bring up to date training throughout the Circuit following the break in courses during COVID. The Circuit Safeguarding Policy was renewed, accepted and signed and distributed to all churches. Advanced training was available on line. ## **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 conNnue, in the short term, funding planned acNviNes in the event of the failure of churches to meet their quarterly assessment liabiliNes in full. ## **Legal and AdministraDve** The Circuit’s financial statements for the year ended 31 August 2022 have been prepared under the ChariNes Act 2011 in accordance with the 2014 version of AccounNng and ReporNng by ChariNes: Statement of Recommended PracNce (SORP) applicable to chariNes preparing their accounts in accordance with the Financial ReporNng Standard for Smaller EnNNes(FRSEE) applicable in the UK (effecNve from 1st January 2015) – the ChariNes SORP – in replacement for the SORP’s 2005 version specified in its related 2008 RegulaNons and in accordance with the “true and fair override” provision contained therein. Full Name of Charity: North Cumbria Methodist Circuit RegistraNon Charity Number: 1134232 Date of registraNon 2014 Main communicaNon address Braelees, Kirkandrews-On-Eden, Carlisle, CA5 6DU The members of the Circuit meeNng are the Managing Trustees, membership being made up of circuit office holders, ministers and representaNves appointed by the local churches. A full list of Trustees is shown in Appendix A to this Report A full list of properNes owned by the Circuit is shown in Appendix B Circuit Ministers and officers AcNve Circuit Ministers Rev David Newlove Rev Phil Jackson Rev Tokunbo Asogbon Deacon Mark Ajwood Circuit Stewards Mr Harold Bowron Mrs Kathleen Bowron Mrs Margaret Ferriby Mr Selby Mrs Rita Yeowart Mr George Denholm Mr Alan Fearon Administrator Miss Vicky Logan Mr Harold Bowron acted as the principal officer overseeing the day to day financial management and accounNng 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. Signed on behalf of the Circuit b _**David Newlove Harold Bowron**_ ……………………………………….(signed) ……………………………………….(signed) Rev David Newlove Superintendent Minister Harold Bowron Circuit Treasurer |**NORTH CUMBRIA METHODIST CIRCUIT ACCOUNTS**
**Period ending 31 August 2022**
**Receipts**
**Opening Balance**
Assessments
Brampton
38,000.00
Cornerstone
56,200.00
Dalston
13,300.00
Gilsland
3,000.00
Longtown
2,500.00
Monkhill
4,000.00
Newtown
2,800.00
Thursby
3,000.00
Thurstonfield
6,000.00
Tithebarn
4,000.00
Upperby
7,500.00
Wetheral
8,000.00
Wigton Road
32,250.00
**Total**
180,550.00
Rents
9,200.00
Chairman's Benevolence Fund
210.00
Donations
1,110.00
Miscellaneous
728.58
Telephones
35.61
Christmas Cards
51.00
Christmas lunch
105.00
Refund of fees selling Silloth Church
2,415.00
Gift Aid
1,694.90
Bank Interest
90.90
**Circuit Project**
**Solway**
**Transfers from Wigton Circuit**
**Transfer from TMCP**
**Grant for Dcn M. Attwood**
**TOTAL**
**_H.J. Bowron `31 August 2022_**|**Payments**
**16,639.70**
Stipends, NI & Superannuation
160,812.89
Ministers' Travel
5,083.10
Ministers expenses
822.83
District Assessment & Levy
45,990.00
Local & Visiting Preachers
1,456.37
Telephone & broadband
3,808.56
Postage
297.01
Photo, Printing & Stationery
1,196.68
Copyright & Performing Rights
6,616.52
Circuit Administrator
9,199.48
Quinquennial & electrical surveys
2,280.00
Chrestos
288.00
Valuation of Silloth Church
600.00
Bank charges
66.40
Christmas Lunch
20.00
**180,550.00**
Chairman's Benevolence Fund
210.00
Layworker redundancy payment
1,799.07
Brampton & Wigton Rd new technology
6,075.75
Miscellaneous
2,560.72
**15,640.99**
**1,625.62**
**Circuit Project**
**1,395.08**
**Solway**
**Manse Expenses:**
**Utilities**
**Repairs**
**Total**
**29,403.88**
Grange Drive
4,001.87
570.00
4,571.87
Manor Gardens
3,609.36
6,435.92 10,045.28
Charlton Way
3,121.48
454.07
3,575.55
**35,000.00**
Etterby Street
599.02
394.00
993.02
Wigton
3,368.48
339.20
3,707.68
**32,000.00**
Manse insurance tax
162.01
162.01
14,862.22
8,193.19 23,055.41
**Closing Balance**
**312,255.27**|**249,183.38**
**2,028.01**
**23,055.41**
**37,988.47**
**312,255.27**|**Christmas Lunch Account**
**Brought forward**
**625.60**
**Interest**
**0.27**
**Sub total**
**625.87**
**Tithe Barn coffee morning**
**85.00**
**Total**
**540.87**
**Reserves**
**CMTF**
**258,726.66**
**Shawbrook Bank**
**33,016.27**
**Solway**
**Income**
Lettings
531.65
Donations
672.43
Collections
191.00
**Total**
**1,395.08**
**Expenditure**
Insurance
316.54
Pat testing
70.00
Water
161.80
Electricity
729.07
Fire extinguishers
21.60
Tree felling
200.00
Bookcase
55.00
Windows
474.00
**Total**
**2,028.01**| |---|---|---|---| CIRCUIT RECEIPTS AND PAYMENTS ACCOUNTS THE METHODIST CHURCH STANDARD FORM OF ACCOUNTS North Cumbria Circuit FOR THE YEAR ENDED 31 AUGUST 2022 Cumbria Circurt no 0901 Registered Charity- Chailty Regislration number 1134232 If not a registered Ch￿¥￿ Her Majestys Revenue and Customs Gift Aid number (The HMRC number is equivalent to a registered charity number in lemis of evidence of charitable status and may be used lo give to donors or grant funders wtshing to ￿ eviden￿ of the Organ￿allOn'S charitable status. Methodist chariti.es in England and Wales that are not registered ch*thes are ex￿pted frorn registration under Statutory Instrument 2014 No.242 } Ministers: Rev. Dawd Nevlove Rev. Phili ackson Rev. Tokunb) Dcn. Mark Atiwxmj Circurt Stthyards.. Alan Fearon Ma ret Ferrib Rtta Ye(Ivrart Kathleen Bowron Treasurer. 2015 Cwtsjit R3r¥l P lof1 20ACCOUNTS FOR THE YEAR EIIDED 31 AUGUST 2022 Circuit Clrcull Tolals last SECTION A Funds a1 RECEIPTS Nots a2 Assessmenvshare I￿.550 180.550 112.525 a3 Caprtal recei Bank and CFB interesl atKI Invèstment inwne 74.614 74.614 11,818 111 1.625 1,736 31000 117,819 406.719 1,576 a5 Grants 21,853 31,752 Other teceipts TOTAL RECEIPTS 50,739 65,245 1.836 a7 263.399 141.484 1,836 la81 179,524 SECTION b1 b2 PAYMENTS stipends, salaries, NIC, and travel CA)sts 166,798 166.798 111,984 b3 Manse Costs 23.055 19,389 18,864 49,193 Administration etc 30,520 31.204 b5 District Assessment 11.102 S7.092 Grants & donations Property Levy 1,799 1.799 10,683 b7 10,923 10.923 2,363 10,899 b8 Other payments TOTAL PAYMENTS 5,894 270 6,104 b9 274,057 22.709 210 Z96,976 Ib91 223.376 SECTION C NET RECEIPTSIPAYMENTS FOR THE YEAR c1 la7￿) 110.6571 118.774 1.626 109.743 43,852 c2 Total funds brou ht fowatd from last 150.459 21x1.760 244,612 Sub totsl {¢1+¢21 39.645 269233 1,626 310.S03 21)0.760 Trartsfers and ad'usknents 135,CKN)I TOTAL FUMDS AT END OF YEAR (c3+c4 74.645 234.233 1.626 310.503 Ic81 20D.760 Ic61 SECTION D FOR INFORMATION ONLY: PAONEY RECEIVED AND PASSED OM TO EXTERNAL ORGANISATIONS these amounts should not be included in tolal ffece tslpayn*nis above d1 Balance brou ht for*rdrd from last d2 Offerin sIGifts - received for extemal or ani5ations 1.626 2,384 2,384 d3 OfferingslGtrts- passed lo extemal OTganisabcms BALANCE STILL TO BE PAID Id1 + d2- d31 2016 Cirty￿R *1 P.x15 IL*1 SEe7X)M this $ of￿￿nt￿AMDA DIFFEREKf FORM nxst the ls*llthx15t*ttsite). PknÈ 18fwiu thè wdan INTERNAL Subtotacl Ifftte￿ 1•121 broyghtlowd¥dfrum pJge 2-t0ts15 ¢olwhTh) 4)6.719 2*976 109,743 200.760 310,$03 HELD BYCIRCiAT 4￿,719 2W76 109.743 310,503 TOTALRECWS TOTNL SECTh)N F CLOSWG BALANCES CIRcurt-CASHFUNOS HELD at31 BALaJ4CE5 CaSh￿h 541 9.287 150.458 234.233 33,016 33,016 SIJ8TOTAL 200.760 310,503 cS)SRIy Ld&tx¥tr4**Th*1 le12) TOTALCASH FUNDS HELD Byciicwr 209.760 (xl 310.503 #2tr22 LaTh#&*1 B 1 370 603 Name ofcircuit............................... ........... ........... .. ...... .. No........... Declarations and Scrutiny I confimi that these Receipt and Payr[￿￿ based accounts for the year to 31 August 2022 have been prepared from the records of the Circuii that Ilw ir￿ude all funds under the control of the Circuit meeting. Signature of treasurer ........... .. 23rd Octobèr 2022 Name and address of treasu Braelees. Kirkandrev•E on Eden, Carlisle. CA5 6DU Presentation to the Circuit meeting I confimi that the annual report and accounts for the year ended 31 August 2022 wereA￿.11 be. presented to the Circuit m*ting hekl on .. . Signature of the Chair of the m*ting Name ofthe Chairofthe m￿lIng ....................... . Date ..?.-.Akn-kn..E92 Independent Examine￿$ Report to the Trustees of the . North Cumbria circuit Charity Number.. 1134232 Responsibilities and basis of report I report to trustees on my examination of the accounts of the .. Circurf( for the year ended 31 August 2022 set OLrt on pages ... As the Circuit's trustees, you are responstble for the preparation of the accourts in accordan￿ with the requirements of the Charities Act 2011 (Ihe Arf). I report in respect of my examination of the Circuiys 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 sectii)n 145(5)(b) of the Act. . de￿te or cirde as appropriate 2015CraMt R Icrf1 Name of Circuit . .............. North Cumbria 0901 Independent Examinevs Statement I have completed my examination. I confirm that no material matters have come to my attention in connectFon with the examinabon (other than that disdosed below") which give me cause to believe that in. any material respect the accounb.ng records were not kept in accordan￿ with sectron 130 of the Act.. or the a¢￿Unts do not accord with the accounting records. I have no concems and have come across no other matters in connection with the examination to which attenb'on should be dravm in this report in order to enable a proper urHlerstanding of the accounts to be reached. I havelhave not" obtsined independent verification of all investments wrth the Trustees for Methodist Church Purposes or held in other trusts, bank balances and fijnds at the Central Finance Board of the Methodist Church which are individualty in eX￿sS of £10.000 (ten thousand pounds) at the balance sheet date. Signature of independent examiner Name of independent examiner . Malcolm Uppard Relevant professional qualification of independent examiner . F.C. Name of fim (where appropriate) Address ............ 1 Green Lane. Houghton . Carlisle CA3 ONT Date delete or cirde as appropriate 2015 Cwvjit R 8NI P