2021-08-31-accounts

Trustees' Annual Report for the period

Period start date Period end date Day Month Year Day Month Year From 01 09 2020 To 31 08 2021

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

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Dates acted if not for whole Name of person (or body) entitled
Trustee name Office (if any)
year to appoint trustee (if any)
AS CHARITY
1 COMMISSION
WEBSITE
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Names of the trustees for the charity, if any, (for example, any custodian trustees)
Name Dates acted if not for whole year
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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

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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 12 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)

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In the 2020/21 accounts: 99% of the Circuit’s income was provided by the local churches.

36% of expenditure was on pay and related costs. 9% 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 £133,489. 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 £8000 were approved for 1 scheme.

• contribution made by volunteers.

Section D Achievements and performance

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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.

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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 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

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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 25/6/22	Rev Stephen Radford
		Circuit Superintendent
		25/6/22
		25/6/22

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CIRCUIT RECEIPTS AhlD PAYb..liifjTS ACCOUblTS .I-HE hMETHODIST CHURCH STANOARD FORKI OF ACCOLIIsJTS KSAT Circuit FOR THE YEAR EI4DED 31 AUGUST ?0?1 Cumbria Oistsict Ciycuit no 09-Jul R¢gistered Charity - Chtratioft number 1134881 If not a registered charity Majesty's Revemk and Custoffls Gift Aid number (The HMRC number is equivalent to a registered charty numbe'r w5 tem]s of ev1(jen￿ of,tharitabk status and ' may be used lo give to donors or grant funders wishing to see evidence of the organisabon's charitsble stabJs.' Methodist charnies in England and Wales Ihat are not regi5terad charities are exGepted from".registration under Statutory Instnjment 2014 No.242) Mwii*¢rs'. Re¢d Ste he dTord Revd Andrew SteJ1in CircLllt stewards: Mrs Gienda Burton "' Mr RO￿and Woof Mr Dawd Barker 2015 R iaNI P 1 r11

?tsACCOUiQT> FOR THE YEAR ENDED 31 AUGUST 2021 KSAT Circuit restFi¢ted ￿￿1¢1 Tnw RÈstricÈèd F￿Thd TGt&ls th yèar EknTION A ytar RtsCEIPTS Not¢ As-S¥¥¥m¢ntlShar 107.450 107.450 126,955 ital rec¢1 8£tnk and CF8 intor¢st and Iiiveslmtsnt Incomo 48,167 48.167 85 417 502 Grdnts Oih£r r￿iPts 15.501 &A93 I-OTAL RÈCEIPTS 123.056 171.620 la81 202.050 SÈC￿0￿1 a b1 b2 pAY￿dENT￿ Stipends, salari¥S, NIC, Pension and Ir¢4v¢I cost 76.540 b3 I￿l￿nSe Costs 7.598 7.S$8 7,015 b4 Administration etc 9.560 235 b5 Disyrict Asstsssment 20248 . 20,248 23,356 Grants & donations 8.000 19,978 b7 b8 Other payments TOTAL PAYM'ENTS 7.679 15.373 23.052 25.209 b9 127.424 15,6Q8 IbS1 4LCTION C [￿ET RECEIPTSIPAYMENTS FOR THE YEl4R c1 a7•9 4.3S8 28.588 40.010 Tor Tot31 fund¥ brou ht forward from last 117709 183.415 143,405 bub toral c1rf2 32.976 212,003 183.415 Transferb and ad'uslments 17,196 (17,196 c7 TOTAL FUNDS AT CNO OF YEAR I¢3￿} 212,oa3 183.415 Ic61 ECTION D FOR INFORMATION ONLY: MONEY RECEIVED AND PASSED ON TO EXTERf4AL OftGANISAnONS xhesè amoufilb should not be in¢luded in total ts¢ei yments above) Balance brou ht forward from last èar d1 Ofttirin sIGifts - r￿1Ved for exleffial o OfferingslGiTts- passed to extemal organisations BALANCE STILL TO BE PAID d1+d2.d3 ani5atiOftS d3 1,918 1,157 d4 2015 CYuJ*R w)d P.>ts

KSAT Csre SiJl4lk'lA sE￿Ttl￿O .feIkny￿_ CiJxl4irLe Not￿10£(￿14tr￿SrA nimury oftri< Crth¥r ￿c￿n￿fOrth￿ ye4r vnded 31 ￿2tr21 io trJ6 c￿r2￿M￿￿9. NG¥th4￿fi￿. of InK.[n￿ WOLld rKKmaky be Ldess IhhttheyL¥)dti ￿S￿d0Yany mfsthothawFp￿. GompLEted 10 8,674 239,932 SEcT￿NG THER ASSETS LWWTES Inve5tmenis 2107 2493 Lan4 bnd . 849 091 f4 Funds Wathp ¢Ettd Wd ' 3J15CtrEdlRw4P)

Df&¢wlarations and Scrutifty I confinn that these Receipt and Payment based accounts for the year to 31 August 2021 have been prepared from the records of the Circuit and that they indude all funds under the control of zrto Circuit meeting. Signaiure of Ereasurer . Date... Namr and address of treasurer . Post Code.C¥ntation to thè Circurc meeting I confirm that the annual report and accounts for the year ended 31 August 2021 Fatrèlwill b¢. presented to the Circuit meeting held on . 1s1￿110z{ Signature of the Chair of the meeting Name of the Chair of the meeting . Date ...z.sl.K:. /2.1.. Indepèndent Examinerfs Report to tFie Trustees of the Circuit Charlty Number ..lJ3..81 R¢spoftsibilitie> and basis of report I report to the trustees on my &Yamination of the accounts of the .... Circuit for the year ended 31 August 2021 set out on pages . As the Circuit's trustees. you are responsible for the preparation of the aGcounts in accordance with the requirements of the Chaiiues Act 2011 ('the Act.). I report in respect of my examination of the CirGuiVs accounts carried out under seclion 145 of the Act and, in carying out my examination. I have ft)Ilawed all the applicable Diiectians given by the Charity Commission under section 145(5)(b) of the A¢L ' delete or cirde as &ppropriate 2015 Cwcurt R and P.

Df&¢wlarations and Scrutifty I confinn that these Receipt and Payment based accounts for the year to 31 August 2021 have been prepared from the records of the Circuit and that they indude all funds under the control of zrto Circuit meeting. Signaiure of Ereasurer . Date... Namr and address of treasurer . Post Code.C¥ntation to thè Circurc meeting I confirm that the annual report and accounts for the year ended 31 August 2021 Fatrèlwill b¢. presented to the Circuit meeting held on . 1s1￿110z{ Signature of the Chair of the meeting Name of the Chair of the meeting . Date ...z.sl.K:. /2.1.. Indepèndent Examinerfs Report to tFie Trustees of the Circuit Charlty Number ..lJ3..81 R¢spoftsibilitie> and basis of report I report to the trustees on my &Yamination of the accounts of the .... Circuit for the year ended 31 August 2021 set out on pages . As the Circuit's trustees. you are responsible for the preparation of the aGcounts in accordance with the requirements of the Chaiiues Act 2011 ('the Act.). I report in respect of my examination of the CirGuiVs accounts carried out under seclion 145 of the Act and, in carying out my examination. I have ft)Ilawed all the applicable Diiectians given by the Charity Commission under section 145(5)(b) of the A¢L ' delete or cirde as &ppropriate 2015 Cwcurt R and P.

Name of Circuit . i?/BLL 4.1?.-"iJF!Y No:.. l￿d￿P￿%￿d￿nt Exdminel¥p Ststyment I have completed my examination. I confimi that no maieriak m4attGrs have COME to my attention in connection with the exaffjination (oth¢r than that disdosed below") whiknh 9ive me caus¥ lo kdieve that in, any material respecL' thss accountin9 rècords were not kept in acojrdance with section 130 of the Act; or trie acknounTS do noi ac£ord wtih the accounting records. I no concerns and hav¢ come across no other matters in Conou￿ti.00 with th¢ ¥¥iamination to vihich attwntion bhould drawn in this report in ordér to enable a proper understanding of Éhe acwunts to rrdth¢d. I hav￿1)&￿4￿* obiained independent vertfication of all inve>tments with the Trusters for Methodist Church Purposes or htsld in other trusts, bank b81ances and fiind> at tho.CentrJ Financ¥,Bo- Methodist Church whi¢n are individualty in excess of £10,000 (tsn thousand pounds) at the balance sheei date. Signature of independent examiner Name of independent examiner Relevant professional (iualific<Ltion of indeptrndent examiner Ncfjm6 of tirm (where appropriate) Address Q.JMloA.IA Post Code .C.A! r ..40 Date delett or circle as appropriate Sep-21 2015 C¥cuitR and Pthts 1of1