2023-08-31-accounts - North Cumbria Methodist Circuit

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NORTH CUMBRIA METHODIST CIRCUIT TRUSTEES ANNUAL REPORT

For the year ended 31st AUGUST 2023

Introduction

The Trustees are pleased to present the Annual Report of The Trustees of the North Cumbria Methodist Circuit (hereinafter referred to as “The Circuit” ) for the year ending 31st August 2023.

The new Circuit is now two years old and we have continued to grow and develop together as a single circuit. The new Circuit Mission and Vision Plan was agreed.

The Charity chosen by the Circuit for this year was “Safe Families for Children.”

Staffing

Staffing levels 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. The two Superintendents have continued in their roles as Co-Superintendents.

The leadership team consists of the presbyters, Deacon and four circuit stewards who represent all Hubs. Much work has been undertaken to develop the Hubs. There have been many opportunities to come together in fellowship and in steering group meetings.

Following the correct procedures in full, the Circuit Invitation Committee recommended to the Circuit meeting 13/9/22 that David Newlove be invited for a further 5 years from September 2023. Agreed.

Phil Jackson has requested an extension. The invitation committee has been given authority by the Circuit to act on their behalf to this request.

The Mission Enabler has continued his work with Estate Ministry and Children and Families work.

On-line and Zoom meetings continued as well as Bible studies, Lent meetings, Prayer workshops, fellowship groups and training programmes.

Aims and organisation .

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 Christian faith in accordance with the doctrinal standards and discipline of The Methodist Church;
b) Any charitable purpose for the time being of any Connexional, District, Circuit, local or other organisation of The Methodist Church;
c) Any charitable purpose for the time being of any society or institution subsidiary or ancillary to The Methodist Church;
d) Any purpose for the time being of any charity being a charity subsidiary or ancillary to The Methodist Church

There are now 15 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 continues 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 activities take place to further the objectives set out above:-

The teaching of Christianity through sermons, courses and small groups.
The resourcing of pastoral work including visiting the sick and bereaved.
Taking religious assemblies in local schools.
Promotion of Christianity through the staging of events and services.
Provision of chaplaincy services 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 2023, the assessments totalled £177,248. The Circuit also received grant funding of £32,000 from the Connexion in respect of the employment of our Mission Enabler.

The main expenditure relates to the stipends 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 £220,794. Stipends 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 Foundation.

Other costs include the contributions to the District £65,811.

There had been significant expense in relation to faults in the manses, in particular to Manor Gardens.

At 31 August 2023 the net current, unrestricted, assets of the Circuit were £262,107 compared with total expenditure for the year of £322,687.

Plans for the 2022/23 Circuit finances for the coming year have been prepared on the basis of our current staffing figure, with anticipated cost of living stipend 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 with all churches as some churches were still 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). De- tailed governance arrangements are outlined within the Constitutional Practice and Discipline of the Methodist Church by order of the annual conference (CPD). Day to day management of the Circuit is undertaken by the Circuit Leadership team comprising the presbyters , deacon and circuit stewards.

Trustee Training

A range of guidance is produced by Methodist Connexion to support the effective running " # of the Circuit, including the leaflet The Role of a Trustee in The Methodist Church .

Related Partners

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.

After presentations, discussions, consultations and voting it was agreed to a proposal to form a single North West Methodist District. Following Conference on 29th June a new North West Methodist District was formed incorporating Cumbria, Bolton and Rochdale, Lancashire and Liverpool into a single district from September 1st 2024.

In light of the above changes it was proposed that we consider forming a single Cumbria Circuit combining the currant 9 circuits across the District.

Risk Management

Major risks, both physical and financial, are identified 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 creation of male and ! ! female in God s own image and likeness. Christians see this potential as fulfilled by God s re-creation of us in Christ. Among other things this implies a duty to value all people as bearing the image of God and therefore to protect them from harm.

Methodist Connexional practice outlines commitment to the following principles:

The care and nurture, and respectful pastoral ministry with, all children, young people and adults.
The safeguarding and protection of all children, young people and adults when they are vulnerable.
The establishing of safe, caring communities which provide a loving environment where there is

informed vigilance as to the dangers of abuse.

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 registration with the relevant vetting and barring schemes.
The Circuit will respond without delay to every complaint made which suggests that an adult, child
or young person may have been harmed, co-operating with the police and local authority in any investigation.
The Circuit will seek to work with anyone who has suffered abuse, developing with them an appropriate ministry of informed pastoral care.
The Circuit will seek to challenge any abuse of power, especially by anyone in a position of trust.
The Circuit will seek to offer pastoral care and support, including supervision and referral to the
proper authorities, to any member of our church community known to have offended against a child, young person or vulnerable adult.
In all these principles the Circuit will follow legislation, guidance and recognised good practice.

The Circuit commits itself to ensuring the implementation of Connexional Safeguarding Policy; government legislation, guidance and safe practice 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 responsibilities in safeguarding and promoting the welfare of children and adults who may be vulnerable.

The Safeguarding Policy for the Circuit was renewed and signed and distributed to all churches.

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 continue, in the short term, funding planned activities in the event of the failure of churches to meet their quarterly assessment liabilities in full.

Legal and Administrative

The Circuit!s financial statement for the year ended 31 August 2023 has been prepared under the Charities Act 2011 in accordance with the 2014 version of Accounting and Reporting by Charities: Statement of Recommended Practice (SORP) applicable to charities preparing their accounts in accordance with the Financial Reporting Standard for Smaller EnIIes(FRSEE) applicable in the UK (effective from 1st January 2015)

– the Charities SORP – in replacement for the SORP!s 2005 version specified in its related 2008 Regulations and in accordance with the "true and fair override” provision contained therein. Full Name of Charity: North Cumbria Methodist Circuit Registration Charity Number: 1134232 Date of registration 2014 Main communication address: 42, Kirkland Fold , Wigton. CA7 9LL The members of the Circuit meeting are the Managing Trustees, membership being made up of circuit office holders, ministers and representatives appointed by the local churches. A full list of Trustees is shown in Appendix B to this Report. Circuit Ministers and officers Active Circuit Ministers :

Rev David Newlove, Rev Phil Jackson, Rev Tokunbo Asogbon, Deacon Mark Atwood

Circuit Stewards

Mr George Denholm - Steward with financial responsibility, replaced Harold Bowron as Primary User for access to on-line banking.

Mr Alan Fearon

Mr Selby Harrison

Mrs Rita Yeowart

Administrator Miss Vicky Logan

Vicky Logan was asked to take up the vacant role of Circuit Secretary as no-one had come froward. This would be a paid position.

Saints and Co accountants were to be used for Circuit accounts.

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 B

LIST OF CHURCHES IN THE NORTH CUMBRIA CIRCUIT

Cornerstones Hub: Aspatria, Abbeytown, Caldbeck, Silloth, Wigton. Solway Hub:

Dalston, Monkhill, *Thursby, Thurstonfield.

City Hub:

Newtown, Tithe Barn, Wigton Road, Upperby. Border Hub: Brampton, Gilsland, Longtown, Wetheral *Port Carlisle ( Circuit resource centre)

*Caldbeck Chapel - been valued

* Longtown Methodist Church - meet in Community Centre

Port Carlisle (Now renamed Port Carlisle Community Chapel) Silloth Methodist Church - Sold

*Thursby Methodist Church - no longer open for services

MANSES:

Etterby Street Charlton Way Grange Drive Kirkland Meadows Manor Gardens

Etterby Street Manse was now being overseen by a Letting Agency as the post of Property

List of Trustees up to 31st August 2023

Role		First Name	Surname
Church Rep	Brampton	Di	Armstrong
Minister	Circuit	Tokunbo	Asogbon
Deacon	Circuit	Mark	Attwood
Church Steward	CMC, Upperby	Jean	Baron
Church Treasurer	Longtown	Christine	Batey
Supernumerary	Circuit	Paul	Beard
Church Treasurer	Monkhill	Harold	Bowron
Church Steward	Monkhill	Kathleen	Bowron
Church Treasurer	CMC, Wigton Road	Mary	Caddle
Finance Steward	Circuit	George	Denholm
Church Rep	Cornerstone	Rosalind	Denholm
Church Steward	CMC, Re:Fresh	Clare	Driffield
Safeguarding	Circuit	Margaret	Drury
Circuit Steward	Circuit	Alan	Fearon
Hub Steward	Cornerstone	Margaret	Ferriby
Supernumerary	Circuit	Joan	Gooding
Church Steward	Monkhill	Lynne	Graham
Church Steward	CMC, Wigton Road	Janice	Gray
Supernumerary	Circuit	Gilbert	Hall
Supernumerary	Circuit	Colin	Harbach
Hub Steward	Cornerstone	Steve	Harding
Circuit Steward	Circuit	Selby	Harrison
Hub Treasurer	Cornerstone	Abigail	Hartshorne- Bell
Church Steward	CMC, Newtown	Ken	Holmes
Circuit Archivist	Circuit	John	Huggon
Supernumerary	Circuit	Margaret	Jackson
Superintendent	Circuit	Phil	Jackson


Role	Church	First Name	Surname
Church Treasurer	Brampton	Linda	Johnson
Church Rep	Thurstonfield	Archie	Kelly
Manse Secretary	Circuit	Christine	Kelly
Supernumerary	Circuit	Ruth	Kershaw
Church Steward	CMC, Wigton Road	Susan	Kydd
Church Steward	Longtown	Dorothy	Lamb
M.W.i.B. Rep	Dalston	Margery	Little
Church Steward	Dalston	William	Little
LP Meeting Rep	Dalston	Margery	Mallinson
Church Treasurer	CMC, Upperby	Leo	Mann
Church Steward	Wetheral	Millie	Mckey
Church Rep	Monkhill	Glynis	Milburn
Supernumerary	Circuit	John	Millard
LP & WL Secretary	Circuit	Chris	Mitchelson
Superintendent	Circuit	David	Newlove
Church Treasurer	Dalston	John	Oldman
Church Secretary	Dalston	Ann	Oldman
Church Steward	Thurstonfield	Nathan	Pattinson
Hub Steward	Cornerstone	Janet	Porthouse
Church Steward	CMC, Newtown	Marion	Proudfoot
Church Rep	Longtown	Pauline	Robson
Church Steward	Brampton	Nancy	Simpson
Church Steward	CMC, Wigton Road	Pat	Staley
Church Rep	CMC, Upperby	Ian	Stewart
Church Rep	CMC, Wigton Road	Janet	Thompson
Meeting Secretary	Circuit	Christine	Wharton

Role	Church	First Name	Surname
Church Secretary	Gilsland	Melvyn	Whatmough
Supernumerary	Circuit	Robert	White
Church Treasurer	CMC, Re:Fresh	Stuart	Wilkinson
Church Steward	Dalston	Janet	Wright
Circuit Steward	Circuit	Rita	Yeowart

Signed on behalf of the Circuit by

David Newlove

..............................................(signed)

Rev David Newlove Superintendent Minister

..............................................(signed)

George Denholm Circuit Treasurer

CIRCUIT RECEIPTS AND PAYMENTS ACCOUNTS THE METHODIST CHURCH STANDARD FORM OF ACCOUNTS North Cumbria Cir¢uit FOR THE YEAR ENDED 31 August 2023 Cumbria Di$tri¢t Cir¢uh no Reyisteyed Charity- Charity Registration nurnber 1134232 If not 4 registerEd charity Her Maie5ty'5 Revenue and Customs Glft Aid nurnber IThe HMRC nUrnr 18 equwalent to 8 reglsteied charity nutnber in tems of eviden¢e of chaiitable status and may be used lo gNe to donors or grant funders wishing to see eVKIen of the or9anisation'5 charitable status. MelhodLSt Charities in England and Wa5 that are not registered ChareS are excepted from tegi5tration undei Statutory Inst¥ument 2014 No.2421 Ministers.. Rev D8vid Newlove Rev Philip_Jackson Rev Tokunbo_Awbon Dcn MaFk Attw(KxJ Circuit Stewards". Mr Aan Feaion Mr Selby_Ha{risorg Mr5 Rita Yeowart Treasurer. Mr Geo e Denholm IKFAC5FAZI 1 ot5

20ACCOUNTS FOR THE YEAR ENDED 31 Augwt 2023 North Cumbrii CiiEuit Un- Clrcu res¢ri¢t8d Modol frut RèstriCLed Totth Fund5 Fund Fund Tot SECTION A RECEIPTS Nots a? AssessmenVSh8re 177,248 177,243 180.550 74.614 'lal re1 B3nk an(t CFB Intest an Investment Inty)me 6,506 8.496 1.736 38.(rf)O 141.3 436M62 Grnnts 33,792 21.810 234,840 33.Y92 25,169 Other receipts TOTAL RECEIPTS 3.359 a7 3.359 244,705 la81 SECTION B b1 b2 PAYMENTS Stipends. saL4ries. Nl¢. pen0 and travel costs 170,279 25.015 1.178 171.456 166,798 Manse Costs 25.015 Administration etc 23.587 736 24.323 31.204 DistrictAssessmeni 50.027 15.784 65.811 57.092 Granls & donatiry Property Lewy 1.799 b7 10,923 36.953 327,824 b8 Olhef Vaytnpnt5 TOTAL PAVIIENTS 31.357 300.265 36,OBI 322,687 b9 21,245 t,17B Ib91 SECTION C NET RECEIPTSIPAYMEPIt$ FOR THE YEAR 87-b9 65A25 14,739 2.181 ,gB2 109,037 Total ful5 bro hl fotward fmm last ar 74.645 234.233 920 309.798 2.761 Sub totsl c1+¢2 219,494 3,101 231.816 305.798 Transfers and ad ustrnents 50.000 so.0) TOTAL FUNDS AT END OF YEAR 1¢34¢41 59.220 234333 3,101 7J1,816 309.798 c61 SECMON D FOR INFQRfiATION 014LY= PAONEY RECEIVED AND PASSED ON TO EXTER14AL ORGANISATIONS ihoso amo¥nts Should notbe included ifi totsl rp¢tri Ip•yments above) d1 Balance brDU htforvrard from last 1.626 d2 Offerin sIGffts - re*weO for external o anatnS 3.913 1.626 1.626 d3 OfferingslGrftS- P8ssed lo extemal ganIonS BALANCE STILL TO BE PAID dl + d2- d3 3.913 1,82 N(X 5FAZOZ3 2ofS

North ACCOUNT $E¢TK)NE sumfiwidlCiryIl forlhe Yld8d 31 20238 lrtémal OroarMÈth5 IDtheCi1c Klbthny NDtetWlk¢ tsndsofan Intr1 (hgart1Sal RStr d5 IlmU teclearty If4aiWtxuldts UsedfnY M81htsJl This thion ustbeC(thrÈdtOSrn¥eI ItrEgrosSrec1pt£d 7mEIEal%focIrML IrtTe¢0AccfiththFOthdf5D,oOD, AccnMlsfiiè1hod o1jtingANDAD1FFERENT FOR%1 muyl bpu 1oieportlh8a¢xoLÉèÈ MFtFKMjiWetsrtPI. Plpase rel tolhBsuthnr SreWth trartÈtBt5 thec1a cortr t111 or95. In entè Subt(aDflNel 2A7D5 32117 309.79B 231.816 HELDBYGWlCUtr 322.687 177.9821 309.798 231.816 snery T0TALRECFTS TOTAL Pl ENTOFAS5ETSAND OPENIN SALE8 cLNts CRCiWT.¢A¥HFUNDS+ELOat31 Augu&t2021 CÈ%h In kCAffl 541 26410 234233 169.494 23016 SUB TOTAL 309.793 2315 (8•&1$a)OwÈ)1•I2l TOtPLCASHFUND5 HELDBYCIRCLIT 309,798 231M15 SECTK)NG OTHERA8SETSandLLWLttlES 24023 1th18(thcFBFurTsteI5xMlI)D#CrIFut

Name of Circuit. . North Cuft4)ria Declarations and Scrutiny I confimi that these ReIpt and Payment based accounts for the year to 31 August 2023 have been prepared from the records of the Circuit and thal they include all funds under the control of the Circuit meeting. SignaluTeoftreasurer..............................--..- a3 Name and address of treasurer... 16-Ttr cA7.?L Postcode............ Presentation to the Circuit meeting I confirni that the annual report and accounts for the year ended 31 August 2023 werelw.ll be. presented to the Circuit meeting held on Signature of the Chair of the meeting Name ofth8 Chair of thè meeting Independent ExaMineS Report to the Trustees of the North Cumbria Charity Numbèr.. 1134232 Responsibilities and basis of report I raportt0thetstee$ofi myex8minalionoftheaccountsofthe........................................ Circuit for th8 year ended 31 August 2023 set out on pages .1 to 4 As the Circuit's trustees, you are resptsnsible for the preparation of the accounts in accordance with the reqLtirements of the Charities Act 2011 1'th& Act'l. I report in respect of my examination c*f the Circuit's accounts ¢8rried out undèr section 145 tsf the Act and. in carrying out my examination, I have followed all the applicable Directions given by the Charity Commission urKler section 145{5)Ibl of the Act. delete or circle as appropriate MC 5FA2O23 4of5

Name of Circuit... Noth Cumbria Indoptyndent ExaMineS Statement I have completed my examinab"on. I confimi that no material matters have come to my attention in connection wth the examination (other than that disclosed below'l which give me cause lo believe that in, any material rgspect". the accolsnling records were not kept in accordance wth secb.on 130 of the Actr, or the accounts do rK>t ac¢ofd with the accounting records. I have no concems and have come across rto 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 havethave not" obtained indetÈndenl vèrifi¢ation of all investments with the Trustees for Methodist Church Putpose5 or held in other trusts, bank balancès and funds at thè Cèntral Finance Btsard of thè Methodist Church wh5¢h are indkvidually in excess of £10.000 (ten thousand pounds) at the balan¢e sheet date. Signaknre of independent examiner Name of independent examiner Relevant professional qualification of independent examiner Name of fimi {where appropriatel Post Code Date dèlete or ciicle 8s appropnate May-23 NCK4CSFA2 50fS