2020-08-31-accounts - Trafford Methodist Circuit

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator.

Trustees' Annual Report for the period

Period start date Period end date

1 9 2019 31 8 2020

From

Section A Reference and administration details

Charity name Altrincham Methodist Circuit

Other names charity is known by

Registered charity number (if any) 1137097

Charity's principal address Barrington Road

Altrincham Cheshire Postcode WA14 1HF

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)
Janet Aspey Superintendent Methodist Conference
1
Presbyter
2 Kevin Jaquiss Circuit Steward & LP All other trustees appointed
3 Matthew Davies Circuit Steward by Circuit Meeting or
4 Rachel Foster Youth Worker Representatives from
5 Jackie Davies Family Worker Church Councils
Simon Beales Circuit Finance
6
Team
Ian Roberts Circuit Finance
7
Team
8 Stephen Walker Secretary
Dot Bretherton Local Preachers
9
Secretary & LP
10 Pauline Roberts AMC Steward
11 Clive Evans AMC Steward
12 Jacky Griffiths TMC Steward
13 Catherine Watt TMC Steward
14 Sue Woods HMC Steward
15 Honor Mallinson HMC Steward
16 Sarah Hague BVMC Steward
17 Jane Crosby BVMC Steward
18 Malcolm Aspey Safeguarding Officer
19 Tina Green MHA rep
20 Carol Dodd AMC Rep
21 Lesley Entwistle AMC Rep
Rosalinda TMC Rep
22
Fazakerley
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March 2012

TAR

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23 Beryl Hunwick HMC Rep
24 Paul Winnington HMC Rep
Ian Elliott Circuit Finance
25
Team
26 Ian Golding Supernumerary
27 Shirley Blinston Local Preacher
28 Ian Golding Supernumerary
29 Shirley Blinston Local Preacher
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Names of the trustees for the charity, if any, (for example, any custodian trustees)

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Name Dates acted if not for whole year
Trustees for Methodist Church Purposes
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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

Type of governing document (eg. trust deed, constitution) DEED OF UNION (1932) AND METHODIST CHURCH ACT (1976) How the charity is constituted

(eg. trust, association, company)

Appointment by the Circuit Meeting or appointment to the Circuit Meeting Trustee selection methods by Church Councils or General Church Meetings. (eg. appointed by, elected by)

Additional governance issues (Optional information)

March 2012

TAR

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;
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 -

(a) the Christian faith in accordance with the doctrinal standards and the 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;

Summary of the objects of the charity set out in its governing document

(c) any charitable purpose for the time being of any society or institution subsiduary 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 is a managing body of the four Methodist churches in the Altrincham area.

The four churches are Altrincham Methodist Church, Bowdon Vale Methodist Church, Timperley Methodist Church and Hale Methodist Church (The Vine).

March 2012

TAR

The Circuit produces a quarterly preaching plan to ensure regular acts of worship take place at each of the 4 Methodist Churches and the Methodist Home for the Aged 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.

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)

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 £65,037. This fund derives from sales of chapels and manses and is restricted by the Conference. This restriction is an internal regulation though the fund can be used for a variety of purposes. This year the fund has been used towards partial funding for the circuit’s Youth Worker and for Community Lay Workers. The Circuit Leadership team will be looking to drawn up a set of ground rules, for acceptance by the Circuit Meeting, to ensure grants made from the Circuit Model Trust Fund are used effectively for mission and capital works.

The Circuit Leadership Team is made up of volunteers and ordained ministers who together consider the direction for spiritual growth and social enterprise within the geographical area of the circuit.

contribution made by volunteers.

March 2012

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Section D Achievements and performance

Summary of the main achievements of the charity during the year

March 2012

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Section E Financial review

Brief statement of the charity’s policy on reserves

Details of any funds materially 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

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

Signature(s)

Full name(s) Janet Aspey Simon Beales Position (eg Secretary, Chair, etc)[Superintendent Presbyter ] Circuit Treasurer Date

March 2012

TAR

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Altrincham Methodist Circuit 1137097
Receipts and payments accounts CC16a
For the period 01/09/2019 31/08/2020
To
from
Section A Receipts and payments
Unrestricted Restricted Endowment
Total funds Last year
funds funds funds
to the nearest £ to the nearest £ to the nearest £ to the nearest £ to the nearest £
A1 Receipts
Assessment 148,263 - - 148,263 155,433
Interest 615 - 615 827
Other 2,521 41,209 - 43,730 38,579
Rental income 13,198 - 13,198 3,412
- - - -
- - - - -
- - - - -
- - - - -
Sub total (Gross income for
AR) [ 164,597 ] 41,209 - 205,806 198,251
A2 Asset and investment sales,
(see table).
- - - -
- - - - -
Sub total - - - - -
Total receipts 164,597 41,209 - 205,806 198,251
A3 Payments
Stipends and Wages 136,153 41,209 - 177,362 149,043
Manse Costs 8,846 - - 8,846 9,906
Administration 9,234 - - 9,234 18,947
District Assessment 28,876 - - 28,876 26,540
Grants & Donations 1,100 - - 1,100 1,100
Training & Development 114 - - 114 614
Other 3,894 1,075 - 4,969 16,337
- - - -
- - - - -
Sub total [ 188,217 ] 42,284 - 230,501 222,487
A4 Asset and investment
purchases, (see table)
- - - -
- - - -
Sub total [ - ] - - - -
Total payments 188,217 42,284 - 230,501 222,487
Net of receipts/(payments) - 23,620 - 1,075 - - 24,696 - 24,236
A5 Transfers between funds - - -
A6 Cash funds last year end 100,934 1,075 - 102,010 126,245
Cash funds this year end 77,314 - - 77,314 102,010
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CCXX R1 accounts (SS)

25/05/2021

Section B Statement of assets and liabilities at	Section B Statement of assets and liabilities at	the end of the period
Categories Signed by one or two trustees on behalf of all the trustees B1 Cash funds B2 Other monetary assets B3 Investment assets B4 Assets retained for the charity’s own use B5 Liabilities	(agree balances with receipts and payments account(s)) Details Bank Accounts CFB MTF *Total cash funds* Details Details Details Details 2 Manses Signature	Unrestricted funds Restricted funds to nearest £ to nearest £ 23,777 - 16,313 - 37,223 77,314 - OK OK Unrestricted funds Restricted funds to nearest £ to nearest £ - - - - - - - - - Fund to which asset belongs Cost (optional) - - - - - Fund to which asset belongs Cost (optional) Unrestricted - - - - - - - - - Fund to which liability relates Amount due (optional) - - - - - Print Name Simon Beales Janet Aspey	Endowment funds to nearest £ - -
			-
			OK
			Endowment funds to nearest £ - - - - - - Current value (optional) - - - - - Current value (optional) 792,214 - - - - - - - - When due (optional) Date of approval 27 May 2021

CCXX R2 accounts (SS)

25/05/2021