## **Trustees' Annual Report for the period** **From** Period start date Period end date Day Month Year Day Month Year 01 09 2023 **To** 31 08 2024 **To** ## Section A Reference and administration details **Charity name** Kirkby Stephen, Appleby & Tebay Methodist Circuit **Other names charity is known by** none **Registered charity number (if any)** 1134881 ~~———~~ **Registered charity number (if any)** 1134881 ## **Charity's principal address** 50 South Road, Kirkby Stephen, Cumbria **Postcode CA17 4SN** **Names of the charity trustees who manage the charity 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 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 **Names of the trustees for the charity, if any, (for example, any custodian trustees)** ~~—~~ **Name Dates acted if not for whole year TAR** 1 **April 2009** ## **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 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, 1 youth worker and circuit **Summary of the main** administrator **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 2023/24 accounts: 88% of the Circuit’s income was provided by the local churches. 48% of expenditure was on pay and related costs. 12% of expenditure was on property. 11% 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 £304735. 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 £34683 were approved for 14 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 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** **Signature(s)** Rev Stephen Radford **Full name(s)** Rev Stephen Radford **Position (eg Secretary, Chair,** Circuit Superintendent **etc)** 30/6/25 **April 2009** **TAR** 7 CIRCUIT RECEIPTS ANO PAYIIEP4TS THE METHODIST CHURCH STANDARD FORM OF ACCOUNTS FOR THE YEAR ENDED 31 August 2024 1134881 rtyistralion under Ststrjw Instrwymt 2014 No.242) Rwd Slwh al 11>) 11 30.105 14(441 918 b7 14.424 23.4J1 84.1( 177 ¥1 1• 8Ecrw)x c ¢1 11 231,357 339.910 T(SfAL FuieDS AT EIID ￿ YEAII 4M704 SECYbX D d1 d1•d2.dJi 12 TOT 1.7 V)T a103 25 574 4JO.212 Namo ofClrcukt...ILirt&Jy..s.f&.l&J 41iL¢4Y * .TF.ii4y.......... Declarations and Scrutiny I cl￿￿ Ihat those Recei0 and Pa>i)i*it bas•J accounts for the to 31 2024 have bgen prepared from the r￿OrdS of Ihe Ciramt WKI that they #idude all fvrth under the control ol ts Cw(¥Jrf . Postcode. C•116 3rff Pr•••nl•lJoTr to th• Clreult m••Ung I confim) that the annual rewt ar#J accounts for 31 W 2ff24 vnfal￿. I be. Nam• of the Chair of Ihe moetirvJ . . Indepondent Examlnerfs Report to the Tn￿ ol thè tsftlLfAJ . Circult CharSty NqMnbw..(13 Hg£i Rupon•lbllftl•8 and b••l• of rnport Circuit lor the year ended 31 Augusl 202 respon3iNo tor the weparatim of lh• Ad 2011 (Yhe AG¥). As tl* CtroJf8 lJu#l8es. you ar• I re￿ in respect al my aKaminatiM ot tha C￿￿r$ accourth (*m•J under socllon 145 of tho Acl arKI. in carryin9 Out my eyAirnination. I have fOlltr￿ al tho apFknbkn OYeclKm giv￿ tythe Charti Commission Und￿ SeCtm￿ 145(5Xb) of the A that in. any matenal r86PXt tha accountina r•c¢xds wero nai k•ot in accordanc8 saclion 130 of the Art or whith attention Sh¢￿Id be drawn ￿ this rewl in order lo er￿ble a proper ￿mIerStandIN4 ol the Churth Purposes or W in othw inJ8ts. bafik balarKes aThJ fvnds at the Caitral Fin￿ Board of the Mthodisl Churth are inthviduaty in excw• of £10.C(Q (ten IhwwKI PgXKlg) At the batsn sheet dat6. FL4 13L&5 Nafflo of fimi (TAlwrf• apwqxiate) ................. .. ISLOÉ Post Cod? A*.g..4. CS THE METHODIST CHURCH kiRt6 y &I-£PrtShJ op lltA 5 00 24 1$. Iq12 IiYrERNAL ORGAIYISATIONS. REPORT FORM R¥CEm AND PAYbiENfsACCOiiNT SEcfioN H 5a ooo 19521 roxlrA¥ SEcnoN I PA YMENrs TOTAL PAYMtm (l• Ib TrioN J SF. -t3> PEPIING BAiAN(X I 22103 a5578 SEcllop4 K 60 a65 18 TOTAL ￿lI1D3 AV*¢f**b ¥•tl4 kn) (kl+k2+kJl a9 578 ECTII)N M OR iNFOIiMATION ONLY: MONEY AECXIVED AND PASSED TO OTh¥S KmliKALORGAN1&47U)KS ml CE SYILL TO BE PAID Iml+m2¥AJ Declarations and Scrutiny I ctyvlmi that Itw Rece¥* •*J Payn￿% l>a8•3 acc¢xnis lor the to 31 kngu8120?4 ha¥e i*en pr•par•J frfxn the rKrydS <4 lh• CirLW an¢ th* tw ir￿ude all urKlef c¢*rttc4 of tr* cir￿ meèfrnii. Sign4kx• dtr•oxw•r ............ N•rn ¥#1 addros• of tr•asww ....... Pr•••ntatloft to th• Circuit m••tsTrg 14iy r4•W66L ZtsZ*. the Chak rf the meetv¥ . Independent Examlnèrfs Report to the Trustees of the . Circuit R•spon•ib11ft6M •nd ba•1• af r•pc*¢ CffQJil fot the )ew erKknJ 31 A￿au* 202 reSponS￿e Icr the prepat•iKXI Ad 2C111'tr* Acr). . As the CifCJt's truiloo8. af• I rewl m iespecl of my •X•mIn#￿ oi tho crt￿￿4 aec¢xNth ￿M￿a out und•r 145 ot N Act CoriYn6sth unde( secbon 14515Xb) of tr* Act ' 4e* •y orde as aFvopn41¢ ."6y ¥