## **Trustees' Annual Report for the period** Period start date Period end date Day Month Year Day Month Year **From** 01 09 2019 **To** 31 08 2020 ## Section A Reference and administration details **Charity name Other names charity is known by Registered charity number (if any)** 1134881 **Charity's principal address** 50 South Road, Kirkby Stephen, Cumbria Kirkby Stephen, Appleby & Tebay Methodist Circuit none **Postcode CA17 4SN** ## **Names of the charity trustees who manage the charity** **----- Start of picture text -----**
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**April 2009** **TAR** 1 ## **Names and addresses of advisers (Optional information)** |**Type of adviser**|**Name**|**Address**|| |---|---|---|---| ||||| ||||| ||||| ||||| |**Name of chief executive or names of senior staff members (Optional information)**|||| ||||| |**Section B**|**Structure,**|**governance and management**|| ## **Description of the charity’s trusts** Deed Of Union (1932) and Methodist Church Act (1976) Type of governing document (eg. trust deed, constitution) Act of Parliament How the charity is constituted - (eg. trust, association, company) Trustee selection methods Appointed by local churches and existing trustees Ministers are automatically trustees - (eg. appointed by, elected by) ## **Additional governance issues (Optional information)** You **may choose** to include additional information, where relevant, about: - policies and procedures adopted for the induction and training of trustees; - the charity’s organisational structure and any wider network with which the charity works; - relationship with any related parties; **Induction/Training**  Range of guidance produced by Methodist Connexion. **Structure** -  Part of the Cumbria District. -  Accountable to the Methodist Conference. **Risks** -  Considered by the Circuit Leadership Team. -  Take professional advice as required. -  Regular review process. -  Adopted Safeguarding Policy and ensured it is rolled out to the individual churches - trustees’ consideration of major risks and the system and procedures to manage them. ## **Section C Objectives and activities** The purposes of the Methodist Church are and shall be deemed to have been since the Date of Union the advancement of: **Summary of the objects of the charity set out in its governing document** 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 **April 2009** **TAR** 2 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. The Circuit produces a quarterly preaching plan to ensure regular acts of worship take place at each of the 16 Methodist Churches and 2 Local Ecumenical Partnership in its geographical area. These are open to all people, without charge. We confirm the trustees have had regard to the Charity Commission’s guidance on public benefit All work undertaken by church members/trustees is carried out on a voluntary basis except for the 2 ministers and circuit administrator **Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)** ## **Additional details of objectives and activities (Optional information)** **April 2009** **TAR** 3 In the 2019/20 accounts: 91% of the Circuit’s income was provided by the local churches. 36% of expenditure was on pay and related costs. 17% of expenditure was on property 10% of expenditure is our contribution to the District, of which part is used to fund the work of the wider Methodist Church. You **may choose** to include further statements, where relevant, about: - policy on grantmaking; - policy programme related investment; The Circuit Model Trust Fund had a balance, at the year end, of £117,709. This fund derives from sales of chapels and manses and is no longer restricted by the Conference. It can now be used for a variety of purposes but the Circuit Leadership team has drawn up a set of ground rules, which have been accepted by the Circuit Meeting, to ensure grants made from the Circuit Model Trust Fund are used effectively for mission and capital works. Grants amounting to £11,978 were approved for 7 separate schemes. - contribution made by volunteers. ## Section D Achievements and performance **April 2009** **TAR** 4 Section D Achievements and performance Annual development reviews are undertaken for the 2 ministers. **Summary of the main achievements of the charity** The Circuit Policy/Strategy is reviewed regularly. **during the year** There is a grant giving procedure in place which is administered by the Circuit Leadership Team. There are established youth activities and groups. A Food Bank has been set up and referrals are made from a number of organisations for the food to be distributed. **April 2009** **TAR** 5 ## **Section E Financial review** The Reserves Policy for the Kirkby Stephen, Appleby & Tebay Circuit is **Brief statement of the** to aim to hold a sum equivalent to 6 months’ average expenditure. This **charity’s policy on reserves** 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 closure of a large church or an inability to raise the full Circuit Assessment from churches. As part of our forward planning, expenditure forecasts are prepared looking 2 years ahead. It is necessary to hold sufficient working capital to enable the quarterly payment of stipends and business expenses for 2 ministers and our contribution to the District. Reserve policy for general funds-Unallocated funds are to be used for several proposed refurbishment projects which are being considered and to facilitate the mission of the churches in the Circuit as per the Circuit Mission Policy. Terms relating to endowment fund held- Single permanent endowment – access to capital is not allowed. Annual interest to general fund is permitted. **Details of any funds materially** There are none. **in deficit** ## **Further financial review details (Optional information)** You **may choose** to include additional information, where relevant about: - the charity’s principal sources of funds (including any fundraising); - how expenditure has supported the key objectives of the charity; - investment policy and objectives including any ethical investment policy adopted. ## **Section F Other optional information** ## **Section G Declaration** **April 2009** **TAR** 6 **The trustees declare that they have approved the trustees’ report above.** **Signed on behalf of the charity’s trustees** |**ed** **on behalf of the charity’s trustees**|**y’s trustees**|**y’s trustees**|| |---|---|---|---| |**Signature(s)** Rev Stephen Radford
**Full name(s)** Rev Stephen Radford
**Position (eg Secretary, Chair,**
**etc)**
Circuit Superintendent
1/7/21|Rev Stephen Radford||| |||
Circuit Superintendent|| |||1/7/21|| |||1/7/21|| **April 2009** **TAR** 7 CIRCUIT RECEIPTS AND PAYMENTS ACCOUNTS THE METHODIST CHURCH STANDARD FORM OF ACCOUNTS Kirkby Stè hen Appleb And Tebay Circuit FOR THE YEAR ENDED 31 AUGUST 2020 Cumbrfa Dlstrfct Clrcult no 09107 Rtylstsrèd Charlty - Charlty Roglstratlon numbar 1134881 If noi a registered charity Hor MaJ8Wi Rovonue and CuBtom8 Olft Ald number (The HMRC number Is equivalanl to a reglstered charity number in tgnns of evlrJ8nce of charitsNe status and may ba used to gtve to donors or grant funders ¥Mshing lo see •vidfrnco of the organlsation's charita￿e status. Mglhodist thadties In England and Wabs that aff not registered charibes ara 8XCgPtad Irorn iegislration under Statutory Instrument 2014 No.2421 IAinisters'. Re¢d Andrew SterflnA..._---...-_ Gircuil Stewards.. Mr ROwl￿d Woof Mr5 Glenda Bwtcrt Treasurgr.. Mr Davtd Barker 2015 CicL¥tR *dP.* 1 Jf1 20Accoufvrrs FOR THE YEAR ENDED 31 AUGUST 2020 Klrkby Stephon Appl•by And Teba Circuit Clreult restriBtsd ModelTrust R•strf¢tèd Funds Fund Funds SECTION A Tota15 th Totols last 81 RECEIPTS Asgessmoaushare 126,955 95,412 a3 84 Ca Ital raL* 8ank and CFB intarpsl and Investment income 8Q552 281 1,290 800 Gf8nts ¥6 other receipts TOTAL RECEIPTS 9.893 9,893 79,428 176,840 a7 137,109 6S.581 202,690 la8) SECTION B b1 b2 PAYMENTS Stipends, salade$, NIC. Penslon and twel ￿$t9 76,540 73 667 Manse Co¥ts 7.615 10,147 b4 Admin5stration atc 9.719 203 e.577 bs Distri￿ Assessment 19.000 4,356 19,200 Grants & donalor)s 11.978 8.0(XJ b7 984 b8 Other payments TOTAL PAYMENTS 12.359 12,910 2S,269 24,401 b9 137,211 25A69 182.680 {b9 136,976 SECTION C NET RECEIPTSIPAYMENTS FOR THE YEAR a7-b9 10 40.010 38,6e4 Totsl lunds brou ht fo￿ard from last 143,40S 143,405 Sub total o1+c2 143.303 40,112 183,415 143.405 Transfers and ad'ustm¢nts TOTAL FUNDS AT END OF YEAR (¢3+c41 143,303 40.112 183,415 Ic81 143,405 {c61 SE¢nON D FOR INFORMATION ONLY.. MONEY RECEIVED AND PASSED ON TO EXTERNAL ORGANISATIONS thgse amounts $hould not b• included In total re¢¢1 tsl ayments above) 8slan¢e brou hi forward from last d1 d2 Off¢rin sIGilts - recoiv¢d for external o anisBtions Off&ring$lGlfts- passgd to exiemal oruanisatlons BALANCE STILL TO 8E PAID dl+d2-d3 d3 1,157 3.81 d4 2015 CitL4tR P.x 1 of1 Klwkbv Stephon Appla And T•ba SECItONE &Jmmay ol th•CiM￿￿lluntr torthBy•ar endgd 31 AuguBt 2020gnd Inl4MdOrgan￿Blonsr0pcrftingtO fv1èoUn9. Nofythtslthefth￿¥ ofan wwld b8 Rosb1¢tedfuThY5 unles5 it couTd be G*thytho￿thdtth?y￿￿d bB for ￿￿￿￿(￿lPi1rp0IO. Th$sg¢Don m￿tb5 coffip￿d to atthe yos9recdpts4ndp￿ertsIfjI￿0fthe cIrcu￿. exeeedgthblmuthth￿thr￿1 off250,000,thonthe ofxttyJthMDAOIFFERENY FORM *wJstbe u9udto rwrtthcxcourts Ists mBthu￿tWobth1 referto *hB ngte8reqgthg tr￿&[¢[$ beh¥¢¢othè (jre￿14ndC0rffj1ctDd CkvAt C*9￿%1￿￿. INtEfWL QRa•t41SATKJb Pa¥m•rt4 EducAtlon and TrK 187 1913 22 771 UttérEden Food H3nk (3.9481 3401 SUbtotsiofititsm* B.61• 30.120 2&259 le1¥ ClrvJltawwntsllrf•ls brrAghtlorwardfrth 7•2,690 182, 40,010 ¢7 143,40S 183AIS SL HELDBYCIRCU 211209 176. 36.149 173 525 208.674 TOTALPECEPTS TOTAL PAYMeNY5 8E¢TWM F QPENINQ LANCES eLO$ING BALANCES ¢UiCUiT-CASM FU￿￿811ELol¢j1 101,353 117,709 ¢Jhgrfwth SUB TOTAL 143,tWS 183AI5 {￿1 (È121 TOTALCA8H FLW8 FELDBY ¢IRCUIT 173,525 2Q8.674 0THEIIA$3RTS•￿uABuThtS 202D 2144 2107 1 131105 95.OCO 17.W2 Mthc4udgth Furthh*JatthpCwWFin4nc• fSth&u&orKlyCFB FUndSh￿￿O1Trn*8 18.mp4 of Circuit . I!1¥L￿OI￿...$.- I wnfirm that tlip*e Rrlceipt ¢2nd Pr1ymcnl based 3ccaunt8 for th@ Jig?.r t'o 31 AJJilUqt ?.n?. parFrl from rocor(i rneqting. of th@. Cirrult &?nd tb,at Ihp.y incl(Ide au funds unrl,or tht) collli.41 havp b*.e . f thp Ciri ill .*i911gturp of trp&.%urer .,. D?to...l..<. l?.me fjnd *iddreq.* cif treci8urgr . V 11/Ji'Lii4 Po,4t Codp. C i? , I confirm thg.t the annual rrAPOrt aiid ?ccounts for the yegr endpd 31 Aug£1 r i3ii*iJiO of lJ*n Tiair Oi. - Ni8mp of thp chg.lr ot, IhA Illjpolino . fvA.1$.l.KkJ ts S I rnrt)rt to thra tn.I.-tprt￿ ri111 hyr4iiinriLion of the accoiiiitr4J nr th-.. ?O?O sot out on pg.o,e¥ . .45 Ih?, Pirciiil's '{.';" r)op.sible for thF4 prep#r?l.ion Oi. tIIA #Cr￿Ll￿t9 in atrcordrifiknth Wii.h *l- IWUil'.Jrnant-., o+ 204 1 ('Ihe l¥c4.'). ,'Inljll8.*ien of tlin PJircuit'% rJCCOLlryts caw,thd oijt Lillo9r ￿-￿41￿r, . nr4, in fw?rriijn.q otjt D.iy n:r*n.lryatiriri, i h911p. follovA ,?11 +th• oppSic*r l?!th Dip.ctionB (liv￿an owmikn)sicn isndp.r ￿¢.110ll I gi!o?jbl of 1*1 & A¢t. 15 Qi th.• I,rt d￿￿12 or as sppropri?t? 1tyri IL?mè of CiKuit . VU Ilp..: l eoTrfirm that tho8* Re￿1)t and Pe?yrticnt basgd accoiinLo lor thp ye*r to .) t Aul¥u￿. 211?. pryPa￿.￿ frgm tht> recorig of tho Cirn(iit and th,at trh?.y in¢liidfJ ell fuT)ds under thp conliol mer&tinp. bc ',IIF! CiTiril. Sign•.lureoftr•dsurp.r...,............... l?.me and addiEs* of treasiir9r ... ..SI4.￿.{£- /:' Pogt C.ocio. C 12 , I r￿nfirM th3.t th• anrlual rpport aiid acpount% for the year ended 31 AiioiJs.t. - PtYksranknl.trJ rlrcuit moet5ng hmld on ,.?.G./..i! ./.?.ol 020 womlih . -ry ￿,.￿e'Lin0 h48mp of l.lp Ch¥ir o(, th¢ Inentino Z*irJ C4.7rity ............ . I rt'pgvt tts the tnj" -trt￿- OP, mll fl.v￿-. min81ion ol the 3.rc,ovntr, nf t4.*4 CirciA¥! fior tho i1￿.￿r i>ndi?d upu.%L /Q?O out ori pages onsib@. for thffl pnp4rrt,tTon of thn IKounts in ?ccordancfft Iwit.h l.ho requil￿rn*ntS. of .' 2011 (-tlig AiC.ty). you,*r I rpport in re£Fr.pf. of riii/ el￿￿￿. Wil?*+jfjknn of tl)8 cir￿11,. ac¢ouryts ¢arripd oijt LinL%or - nd, in cArri'ip.g oijl my P**i¥.ninatinr, I hoiip follow•d all appliral?!s nirAcfionr4 givn c'miril4>*icn Iiridnr *Ciioll 1 4r15j(b) of Itte Act. 15 c.: tha A¢, detAtA or circlo tr8 sfjrropri?.lft 2n15 cho￿lIR r4ame of Circ¥it . K!4v:.￿..?........ IBdftpgndont Fr4t)mln¢>es S4ot.pm•p.t I havp completed my e.xg,minatlon. I confitrn that no matprie.I m?.ttnr- li::liffJ mil . C￿￿.n•￿tIon vrfi+&h th• exoming.tion (other than tli.1L rlj.*doqo.*J bn.lciw ) iry,hie￿, qiiir> ni9. raii,-, In, any materi81 rp.spett'. *ion in J b%%lj#vp. liat the accounting racords iwore not kepl in accordance with see.tion 130 of Ihe Act., tb.rJ. acr.ounts do not 8ccord vjith the accounting va¢ord$. I hove no con¢ern$ and haiio rome ?.¢ross no other matters In ¢onne¢lion with t*e. *-. attAntlon should be drai.yn In chiq report. Iii ord8r trj on$ble a propor Lindpr*tandirw of i*tion to vi'hich - ￿ctrU￿*t tri be I h81Jf)n+A.uwl' obtained indopondont )i&rification of 411 inve.gtmrAnt3 with Ih. TiiJsteA8 ' Church PurFYlS•S or hold in oth>r tnjqts, bank bal8n¢ps and funds at th*% Con+trg1 finnn¢' Methodisl Churc'h which individiially in ey￿$8 of £10.000 (ten thousand pounds) ?.t . sh?ot dat¢, Mathodist balaiicp! sign8.ture of Inoependont ex•minor Namh of in¢ 4>ndpp.t pv,7nine.r Rel￿18nt profosslonal quslrficqtton of ind8p8ndent examin@r ame of frm (whe.re ¥appmprn,te) I?ALJL Addrgss Post Gode .L4. d4lelt> or circl• as *ppropri-. )15are￿A P..dg l Df 1