## **Trustees' Annual Report for the period** 

Period start date Period end date Day Month Year Day Month Year **From** 01 09 2024 **To** 31 08 2025 

## 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 **Charity's principal address** 50 South Road, Kirkby Stephen, Cumbria 


**Postcode CA17 4SN** 

## **Names of the charity trustees who manage the charity** 


**----- Start of picture text -----**<br>
Dates acted if not for whole  Name of person (or body) entitled<br>Trustee name  Office (if any)<br>year to appoint trustee (if any)<br>AS CHARITY<br>1 COMMISSION<br>WEBSITE<br>2<br>3<br>4<br>5<br>6<br>7<br>8<br>9<br>10<br>11<br>12<br>13<br>14<br>15<br>16<br>17<br>18<br>19<br>20<br>Names of the trustees for the charity, if any, (for example, any custodian trustees)<br>Name Dates acted if not for whole year<br>**----- End of picture text -----**<br>


**April 2009** 

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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 

- (eg. appointed by, elected by) 

Appointed by local churches and existing trustees Ministers are automatically trustees 

## **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 North West England 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** 

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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, 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** 

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In the 2024/25 accounts: 86% of the Circuit’s income was provided by the local churches. 

32% of expenditure was on pay and related costs. 7% of expenditure was on property. 6% 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 £145229. 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 £130038 were approved for church maintenance and upkeep. 

- contribution made by volunteers. 

## Section D                      Achievements and performance 

**April 2009** 

**TAR** 

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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. 

**April 2009** 

**TAR** 

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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** 

**April 2009** 

**TAR** 

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**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)** 20/06/2026 

**April 2009** 

**TAR** 

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## 





|||||||KirkbyStephenAppiëby|KirkbyStephenAppiëby|KirkbyStephenAppiëby|KirkbyStephenAppiëby|&|||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
|ACCOUNTS f!ôFt THf!Vl!AR ENOl!O ~1|||August2ö25||||Tebay|||||Circuiti|
||I<br>**SECTION A**||Un-<br>Circuit<br>n,stric:ted<br>ModelTrust<br>**Funds**<br>**Fund**|||**Restricted**<br>**Funda**||**Totals this**<br>**year**|||**Totals last**<br>**year**||
|a1|**RECEIPTS**||**Note**|£|£||£||£|||£|
|a2|Assessment/Share|||106,872il~~~~·|||||**106,872**|||102,753|
|a3|Capital receipts|||||||||||112,066|
|a4|Bank and CFB interest **and**||||||||||||
||Investment income|||1,400|11,403||||**12803**|||16,527|
|as|Grants|||7,000|||||**7,000**||||
|a6|Otherreceipts|||8,500|||||**8,500**|||34,908|
|a7|TOTAL RECEIPTS|||123,772|**11,403**||||**135,175**|`<aBll`||**266,254**|
||**SECTION B**<br>I||||||||||||
|b1|**PAYMENTS**<br>**________**<br>···-··---<br>-<br>---|||-·--<br>-||·-·|-|• -·--·<br>___..|||·--|-·-···<br>·-|
|b2|Stipends, salaries, NIC, Pension and<br>travel costs|||**104,388**|||||**104,388**|||89,538|
|b3|ManseCosts|||22,566|||||**22,566**|||10,450|
|b4|Administration etc|||11,730|990||||**12,720**|||8,704|
|b!j|iDist!'i(:t_~t..<br>--·<br>·-|.<br>·--|-|**_19A'.'l<I**<br>**__**||||**.**|**11-~**|||19~|
|b6|Grants &donations|||130,038|||||**130,038**|||35,483|
|b7|||||||||||||
|b8|Otherpayments|||33,027|14,105||||**47,132**|||37,905|
|b9|TOTAL**PAYMENTS**|||**321,583**|**15,095**||||**336,678 **|**(b9}I**||**201,468**|
|c1|**SECTIONC**<br>**NET RECEIPTS/PAYMENTS **<br> THE YEAR|**FOR**|**a7-b9)**|**197,811)**|**(3,692**|||(201,503}1|||G;]||
|c2|Totalfunds bro<br>htfoMardfrom last|||99.970|304,734||||404,704hcalI||I|339,9181|
|lc3|**ISub total**||**(c1+c2}1**|(97,841)1|**301,0421**||I||203,2011||I|404,7041|
|lc4ITransfers and adjustments<br>lcSlroTALFUNDS AT ENDorYEAR|||I<br>(c3+c4~|155,8131<br>**57,9721**|(155,813}1<br>145,2291||I<br>II||l{c11II<br>**203,201hcs~I**I|||I<br>404,7o4l<cs>I|
||**SECTION D**<br>I||||||||||||
||**FOR INFORMATION ONLY: **|**MONEY RECEIVED AND PASSED ON TO **||||**EXTERNAL ORGANISATIONS**|||||||
|d|theseamountsshould**not **|**be included**intotal **receintsioaymenta above)**|||||||||||
|d1|Balance brouahtforward from lastvear||||||||||||
|d2|Offerinas/Gifts -receivedfor|externalorganisation&|||||||117|||1,194|
|d3|Offerings/Gifts- passed toexternalorganisations||||||||117|||1,19~|
|d4|**BALANCE**STILLTO **BE PAID {d1** +||**d2 - d3)**||||||||||









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## 

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## 

||SECTIONH<br>I||||||
|---|---|---|---|---|---|---|
||RECEIPTS||||||
|hl<br>h2<br>h3|Gifts&donations<br>Otherreceipts<br>TOTAL RECEIPTS(toReceiptscolpage3 iothemainaccounts)|||ì|17<br> ·7|14-~<br>i _9g_<br>3 3 _l_|
||SECTIONI<br>I||||||
||-·||||||
||PAYMENTS||||||
|r--<br>Ìíl|Donations|i<br>t|||||
|i2|Otherpayments|I<br>l||\7||_66 e¡·_|
|i3|!TOTALPAYMENTS(toPaymentscolpage3 inthemainaeeouets)|i<br>¡||17||`661`|
||SECTIONJ<br>I||||||
|L1<br>,.,<br>j2|NETRECEIPTS(PAYMENTS)<br>OPENING BALANCE (to**Opening**balancecoluDln ¡1age3in the**main** 11ecounts)||(h3 • i3)|**-**<br>_Q. :5_||3 _38_<br> 5·7g|
|j3|Adjustments(showany negative adjustments in brackets)||||||
|i<br>lt'.___CL?S!NG BALANCE(toClosingbalaacecolpage3 inthemainacco_unts)|||(il+j2+/-j3)||as|a '1-º|
||SECTIONK<br>I||||||
||HOWTHEfl'NDSARE HE.LI>||||||
|kl<br>k2|Cash in hand<br>Cash alBank/CFB etc|I<br>!<br>I<br>'<br>I<br>j||1 _J.t,_||_3t~_<br> ~a.7|
|||j|||||
|k3<br>,~<br>!<br>Ík4|Other accounts<br>TOTAL l''UNDSHELD(should :agreewithlinej4 above)|¡<br>I|(kl+k2+k3)|_as_||Q _it-_ o|
|I|||||||
||SECTIONM<br>I||||||
||FORINFORMATIONONLY: MONEYRECEIVEDAND PASSEDONTOOTHER EXTERNALORGANISATIONS||||||
||(Theseamountsshouldnotbeìncludrdintotalrttcioùløn111entsabove)||||||
|ml|Balancebroughtforwardfromlastyear||||||
|`m2`|Offerings/Gifts- received forexternal organisations||||||
|m3|Offerings/Gifts- passedtoexternalorganisations||||||
|m4|BALANCESTILL TOBEPAID||tml+m2-m3)||||





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|||||||KirkbyStephenAppiëby|KirkbyStephenAppiëby|KirkbyStephenAppiëby|KirkbyStephenAppiëby|&|||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
|ACCOUNTS f!ôFt THf!Vl!AR ENOl!O ~1|||August2ö25||||Tebay|||||Circuiti|
||I<br>**SECTION A**||Un-<br>Circuit<br>n,stric:ted<br>ModelTrust<br>**Funds**<br>**Fund**|||**Restricted**<br>**Funda**||**Totals this**<br>**year**|||**Totals last**<br>**year**||
|a1|**RECEIPTS**||**Note**|£|£||£||£|||£|
|a2|Assessment/Share|||106,872il~~~~·|||||**106,872**|||102,753|
|a3|Capital receipts|||||||||||112,066|
|a4|Bank and CFB interest **and**||||||||||||
||Investment income|||1,400|11,403||||**12803**|||16,527|
|as|Grants|||7,000|||||**7,000**||||
|a6|Otherreceipts|||8,500|||||**8,500**|||34,908|
|a7|TOTAL RECEIPTS|||123,772|**11,403**||||**135,175**|`<aBll`||**266,254**|
||**SECTION B**<br>I||||||||||||
|b1|**PAYMENTS**<br>**________**<br>···-··---<br>-<br>---|||-·--<br>-||·-·|-|• -·--·<br>___..|||·--|-·-···<br>·-|
|b2|Stipends, salaries, NIC, Pension and<br>travel costs|||**104,388**|||||**104,388**|||89,538|
|b3|ManseCosts|||22,566|||||**22,566**|||10,450|
|b4|Administration etc|||11,730|990||||**12,720**|||8,704|
|b!j|iDist!'i(:t_~t..<br>--·<br>·-|.<br>·--|-|**_19A'.'l<I**<br>**__**||||**.**|**11-~**|||19~|
|b6|Grants &donations|||130,038|||||**130,038**|||35,483|
|b7|||||||||||||
|b8|Otherpayments|||33,027|14,105||||**47,132**|||37,905|
|b9|TOTAL**PAYMENTS**|||**321,583**|**15,095**||||**336,678 **|**(b9}I**||**201,468**|
|c1|**SECTIONC**<br>**NET RECEIPTS/PAYMENTS **<br> THE YEAR|**FOR**|**a7-b9)**|**197,811)**|**(3,692**|||(201,503}1|||G;]||
|c2|Totalfunds bro<br>htfoMardfrom last|||99.970|304,734||||404,704hcalI||I|339,9181|
|lc3|**ISub total**||**(c1+c2}1**|(97,841)1|**301,0421**||I||203,2011||I|404,7041|
|lc4ITransfers and adjustments<br>lcSlroTALFUNDS AT ENDorYEAR|||I<br>(c3+c4~|155,8131<br>**57,9721**|(155,813}1<br>145,2291||I<br>II||l{c11II<br>**203,201hcs~I**I|||I<br>404,7o4l<cs>I|
||**SECTION D**<br>I||||||||||||
||**FOR INFORMATION ONLY: **|**MONEY RECEIVED AND PASSED ON TO **||||**EXTERNAL ORGANISATIONS**|||||||
|d|theseamountsshould**not **|**be included**intotal **receintsioaymenta above)**|||||||||||
|d1|Balance brouahtforward from lastvear||||||||||||
|d2|Offerinas/Gifts -receivedfor|externalorganisation&|||||||117|||1,194|
|d3|Offerings/Gifts- passed toexternalorganisations||||||||117|||1,19~|
|d4|**BALANCE**STILLTO **BE PAID {d1** +||**d2 - d3)**||||||||||









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||SECTIONH<br>I||||||
|---|---|---|---|---|---|---|
||RECEIPTS||||||
|hl<br>h2<br>h3|Gifts&donations<br>Otherreceipts<br>TOTAL RECEIPTS(toReceiptscolpage3 iothemainaccounts)|||ì|17<br> ·7|14-~<br>i _9g_<br>3 3 _l_|
||SECTIONI<br>I||||||
||-·||||||
||PAYMENTS||||||
|r--<br>Ìíl|Donations|i<br>t|||||
|i2|Otherpayments|I<br>l||\7||_66 e¡·_|
|i3|!TOTALPAYMENTS(toPaymentscolpage3 inthemainaeeouets)|i<br>¡||17||`661`|
||SECTIONJ<br>I||||||
|L1<br>,.,<br>j2|NETRECEIPTS(PAYMENTS)<br>OPENING BALANCE (to**Opening**balancecoluDln ¡1age3in the**main** 11ecounts)||(h3 • i3)|**-**<br>_Q. :5_||3 _38_<br> 5·7g|
|j3|Adjustments(showany negative adjustments in brackets)||||||
|i<br>lt'.___CL?S!NG BALANCE(toClosingbalaacecolpage3 inthemainacco_unts)|||(il+j2+/-j3)||as|a '1-º|
||SECTIONK<br>I||||||
||HOWTHEfl'NDSARE HE.LI>||||||
|kl<br>k2|Cash in hand<br>Cash alBank/CFB etc|I<br>!<br>I<br>'<br>I<br>j||1 _J.t,_||_3t~_<br> ~a.7|
|||j|||||
|k3<br>,~<br>!<br>Ík4|Other accounts<br>TOTAL l''UNDSHELD(should :agreewithlinej4 above)|¡<br>I|(kl+k2+k3)|_as_||Q _it-_ o|
|I|||||||
||SECTIONM<br>I||||||
||FORINFORMATIONONLY: MONEYRECEIVEDAND PASSEDONTOOTHER EXTERNALORGANISATIONS||||||
||(Theseamountsshouldnotbeìncludrdintotalrttcioùløn111entsabove)||||||
|ml|Balancebroughtforwardfromlastyear||||||
|`m2`|Offerings/Gifts- received forexternal organisations||||||
|m3|Offerings/Gifts- passedtoexternalorganisations||||||
|m4|BALANCESTILL TOBEPAID||tml+m2-m3)||||





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