Trustees' Annual Report for the period
From
Period start date Period end date
To
Day 01 Month 09 Year 2021
Day 31 Month 08 Year 2022
Section A Reference and administration details
April 2009
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Charity name Kirkby Stephen, Appleby & Tebay Methodist Circuit
Other names charity is known by
none
Registered charity number (if any)
1134881
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Charity's principal address
50 South Road, Kirkby Stephen, Cumbria
Postcode CA17 4SN
Names of the charity trustees who manage the charity
Trustee name Office (if any) Dates acted if not for whole year Name of person (or body) entitled to appoint trustee (if any)
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1
2
3
4
AS CHARITY COMMISSION WEBSITE
5
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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)
Act of Parliament
Type of governing document (eg. trust deed, constitution) How the charity is constituted (eg. trust, association, company) Trustee selection methods (eg. appointed by, elected by)
Appointed by local churches and existing trustees Ministers are automatically trustees
Additional governance issues (Optional information)
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You may choose to include additional information, where relevant, about:
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policies and procedures adopted for the induction and training of trustees;
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the charity’s organisational structure and any wider network with which the charity works;
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relationship with any related parties;
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trustees’ consideration of major risks and the system and procedures to manage them.
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
Section C Objectives and activities
Summary of the objects of the charity set out in its governing document
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.
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)
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
Additional details of objectives and activities (Optional information)
You may choose to include further statements, where relevant, about:
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policy on grantmaking;
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policy programme related investment;
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contribution made by volunteers.
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In the 2021/22 accounts: 99% of the Circuit’s income was provided by the local churches.
35% of expenditure was on pay and related costs. 9% of expenditure was on property 9% of expenditure is our contribution to the District, of which part is used to fund the work of the wider Methodist Church.
The Circuit Model Trust Fund had a balance, at the year end, of £257877.26 . 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. One Grant amounting to £4157 was approved.
Section D Achievements and performance
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Section D Achievements and performance
Summary of the main achievements of the charity during the year
Annual development reviews are undertaken for the 2 ministers.
The Circuit Policy/Strategy is reviewed regularly.
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.
Section E Financial review
April 2009
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The Reserves Policy for the Kirkby Stephen, Appleby & Brief statement of the Tebay Circuit is to aim to hold a sum equivalent to 6 charity’s policy on months’ average expenditure. This should be sufficient to reserves 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 in deficit
There are none.
Further financial review details (Optional information)
You may choose to include additional information, where relevant about:
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the charity’s principal sources of funds (including any fundraising);
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how expenditure has supported the key objectives of the charity;
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investment policy and objectives including any ethical investment policy adopted.
Section G Declaration
The trustees declare that they have approved the trustees’ report above.
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Signed on behalf of the charity’s trustees
Rev Stephen Radford Rev Stephen Radford Circuit Superintendent
Signature(s) Full name(s)
Position (eg Secretary, Chair, etc)
/6/23
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CIRCUIT REceipTS AND PAYMENTS ACCOUNTS THE METHODIST CHURCH STANDARD FORM OF ACCOUNTS KSAT Cirojil FOR THE YEAR ENDED 31 AUGUST 2022 Cumbria Dl•trf¢t Clrcult no 09107 R¢glst¢red Charlty . Charlty Rogl•tr•tlon nufflb•r 1134881 If not a reglstqred Ghwlty H•r MaleW• R•v•nu• and Custom• Glft Ald nwnb•r (Thè HMRC numb•r 18 •quivalwt lo a régi$lor•d charity number in térns of •VKlenc6 ol cIwitl& 6tatU8 8nd may bo u80d to glve lo donors or grant fundwJ wishlng lo seo evl(ienGe of Iho org8nlsallon'8 chariiabb stslus. Methodist chantS In England end Wa8 Ihbt arn rK)I wislered charllies are excèpted fffjm reglstratlon under Staluiory Inslrumenl 2014 No.2421 Mlnistsr8-. Rev'd Andrgw Slertlno,..-----. Clrcurt Slewards.. Mrs Glonda Burton Mr Rowland Woof Traasurer. Mr David Ba$r 201J R aj P.)IG
20ACCCKVITS FOR THE YEAR ENDED 31 AUGUST 2022 KSAT Clr¢uit ¢lrcutt r•sltht•d Mod•l T$t R•llliiEt•d Fu•)d Funds Tot41• th To¢l8 IAst SECTION A a1 RECEIPTS Not• Assessrn¢nVShar• Ll.1 8ank and CF8 inl•r• 4ftd Investment in¢0 109 521 Gran1$ Other recaipls 9.971 5.971 15,501 TOTAL RECEIPTS 112.S1S 521 113.036 1•81 171.620 SECTION b1 b2 PAYMEhlTS Slip•nds. 541•rt•s. NIC, P•nslon and trav•1 L¥1• b3 Man• CoJl$ Admlnlsirallon 380 b5 Distrbcl AsMJ¥m•nt 18,732 20,248 GrtI & donation8 b7 be Oth•r ptym•nl$ TOTAL PAYMENT8 30.595 28.949 07,544 23.052 14e.516 27.329 175.845 b9 143,032 SECTION C NET RECEIPTSIPAYMENTS FOR THE YEAR ¢1 62. 28.588 Tolol brn I fop•Ard from lasl 183 415 8ub tot•1 cl+c2 Tr4n$f•r$ and a¢J"u$tm•nt$ c7 TOTAL FUND8 AT ENO OF YEAR l¢J+$41 85.141 84.013 149.1 212,003 SECTION D FOR INFORMATION ONLY: MONEY RECEIVED AND PASSED ON TO EXTERNAL ORGANISATIONS thgs• amount• *hould not b• In¢lud•d In tot•1 ro¢91 181 aym•nts •bo¥•l d1 8alance brou hl foThv4id frnm last d2 oirerin sIGlfls - f•e•iv•d lor •xl•mal o d3 OlferingslGills- passed lo •xiomal organi581ion$ BALANCE STILL TO BE PAK) d1+d2-d3 2,202 1,918 d4 2015 R •)d P.
KSAT SE¢T10F. Itrtomd Or0eDts8t¥>ThYld b• tso bf used lor wy Flefv>Ltisl WMPDSB m1 COMpdt gtrlve ollh8 WQGS rgoJlp& wJpwMants olkno Cknxil iiwoFs ¥xcood& th#a1hT•s1dQl£2SQ.Qo0, m&th¢d ol DIFFERENT FORM muBtb• •&10 Wfrtlh• accwiisls¥0 M•thOtW¥4kn). P4•{41rtr) VW ntstas iegw(inDtrwsfo(FbthÈÈn C¥¢&wtwd£orrt¢l•d Cartor0Hrw1l. e io JIERWAL rd Educatson & Youth r EO6n Food Bank 132 750 618 9712 JTfv23 MJ iJ¥¥ rm¥wdfr 212.003 149,104 11aM31 166.217 53.715 23è.932 tuj BY CIKUIT 1¥2,OYJ TOT•L PAYMENTS roTALKceipTS trJ* IbÈCTION F OPEfllPJG BALANC£6 CLOgIIIG 8ALANces CljIT.cASH Fl HELDAIJI A hrva 47 270 kldnk C L1r F PL¥ 21Z.IYJ3 14è.194 61A TQTAL 239,93 186.217 YOTALCAStI FLWOS IIELO8YCIRCIIT $ECT1ty4G 2421 OTMERAS8eTS lIalUTI£8 2493 ?J37 I0&77 Iq B IIK¥th•rty CF8 ¢IPps
SAr Nameofcircuit........................ No.... Declarations and Scrutiny I confirm that these Receipt and Payment based accounts for the year to 31 August 2022 have be&n prepared from the records ot th8 Circuit and that they indude all funds under the contrd of the Circuit meetin9. Signature of treasurer.............. Name and address of trea8urer .. -14 rl i'l ILL I 1" I•70) ILL1.1 D I'14 1!IL Post Coda...... Pre8•nt•tlon to th• ClrGuIt m9n9 I confimi that the annual report and account8 for the year 8ndad 31 August 2022 be. pro8ented to the Circuit meeting held on . ZSS ' aozi Signature of the Chair of th meeting Name of the Chair of the meeting Date.. Indapondent Examln•e8 Report to the Trustses of the SAr Mtrrwur Clrcuit Charlty Number.... 1.1.S.f*81 R&spon•lbllftl08 and ba$ls of report I report to the trustees on my examinats'on of the accounts of the ... . Circuit for the year ended 31 Augusl 2022 set out on pages . As the Circuit's trusteés, you are responsible for the preparation of the a¢counts in accordance with the requirements of tho Chanb'es Act 2011 {Yhe Act.). I report in respect of my examination of the Circuit's accounts carried out under section 145 of the Act and. in Garryin9 Out my examination, I have followed all the applicable Directions given by the Charity Commission under section 145(5){b) of the Act ' de16te or cirde as appropriata 2015 CWJIR P.p 1ofl
Name ofCir¢uit............ Independent Examln•rfs Statement I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination {othér than that disdosed below.) which givè me cause to believ8 that in. any material respect.. the accounting records were not kept in accordance with section 130 of the Act., or the accounts do not accord with the accounting record8. I have no concems and have come across no 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 accounls to be reach. I havelhave not. obtained Independent venfscatlon of all Investments with the Trusteès for Methodist Church Purposes or held in other tru$t$, bank balanco$ and funds al the Central Finance 8oard ol th Methodist Church whlch are Indlvldually In excess of £10.000 {ten thousand pounds) at the balance sheat dat6. Signature of Independent examiner 2/u Name of independent examiner 6g, (LA Rebevant professlonal qualrfiration of Independent exam•ner Name of flrm (wherè approprlate) . ..S.....K)..o. L<.L..,. PM).............. IM tL(I£". Address PostC(Jde .e. k 17 ..&os Date delete or clrcle as appropriate Sep-22 2015OrcL41 R P.yJs lof1