## **Trustees' Annual Report for the period**
Period start date Period end date 1 9 2021 31 8 2022
**From**
**To**
## 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)
Rev 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
Malcolm Aspey TMC Lay Pastor /
8
CSO
Susan Jackson BVTV Lay Pastor
9 Dot Bretherton Local Preacher
10 Pauline Roberts AMC / All We Can
11 Clive Evans AMC
12 David Owen TMC
13 Sue Woods HMC
14 Sarah Hague BVMC
15 Tom Hague BVMC
16 Sue Taylor Action for Children
17 Tina Green MHA
18 Laura Grewer AMC
19 Lesley Entwistle AMC
Rosalinda TMC
20
Fazackerley
21 Beryl Hunwick HMC
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March **2012**
**TAR**
1
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22 Paul Winnington HMC Rep
Jacky Griffith Circuit Finance
23
Team
24 Rev Ian Golding Supernumerary
25 Lea 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**
2
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**
3
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 £3,240. 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 draw 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**
**TAR**
4
Section D Achievements and performance
**Summary of the main achievements of the charity during the year**
March **2012**
**TAR**
5
## **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)** Matthew Davies Simon Beales **Position (eg Secretary, Chair, etc)**[Circuit Steward ] Circuit Treasurer **Date**
March **2012**
**TAR**
6
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Altrincham Methodist Circuit 1137097
Receipts and payments accounts CC16a
For the period 01/09/2021 31/08/2022
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 123,074 - - 123,074 151,602
Interest 107 - 107 115
Other 16,495 33,344 - 49,839 81,867
- -
- - - - -
- - - - -
- - - - -
- - - - -
Sub total (Gross income for
AR) [ 139,676 ] 33,344 - 173,020 233,584
A2 Asset and investment sales,
(see table).
- - - -
- - - - -
Sub total - - - - -
Total receipts 139,676 33,344 - 173,020 233,584
A3 Payments
Stipends and Wages 120,445 32,851 - 153,296 192,479
Manse Costs 10,617 - - 10,617 7,750
Administration 10,721 - - 10,721 12,813
District Assessment 31,088 - - 31,088 29,703
Grants & Donations 1,100 - - 1,100 1,100
Training & Development 469 - - 469 1,317
Other 2,325 493 - 2,818 7,858
- - - -
- - - - -
Sub total [ 176,765 ] 33,344 - 210,109 253,020
A4 Asset and investment
purchases, (see table)
- - - -
- - - -
Sub total [ - ] - - - -
Total payments 176,765 33,344 - 210,109 253,020
Net of receipts/(payments) - 37,090 0 - - 37,090 - 19,436
A5 Transfers between funds - - -
A6 Cash funds last year end 57,878 - 57,878 77,314
Cash funds this year end 20,788 0 - 20,788 57,878
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|**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 £**
**2,252**
**0**
**15,372**
**-**
**3,164**
**20,788**
**0**
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
Matthew Davies|**Endowment**
**funds**
**to nearest £**
**-**
**-**|
||||**-**|
||||OK|
||||**Endowment**
**funds**
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**Current value**
**(optional)**
**-**
**-**
**-**
**-**
**-**
**Current value**
**(optional)**
**911,882**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**When due**
**(optional)**
Date of
approval|
#
##
|AC|COUNTSFORTHE YEAR ENDED3|1AUGUS|T2022|||||a|
|---|---|---|---|---|---|---|---|---|
||||un-|Circuit|||||
||||restricted|ModelTrustRestricted||Totalsthis||Totals last|
||SECTIONA||Funds|Fund|Funds|yeat||year|
||RECEIPTS|Note|E|I|t|e||t|
||AssessmenUShare||123.074|||123,074||151.602|
||Capitalreceipts||||||||
|a4|Bank andCFB interestand||||||||
||lnvestmentincome||92||15|107||115|
||Grants||||||||
|a6|Other receipts||16,495|||16,49s||33,712|
|a7|TOTAL RECEIPTS||139,661||15|'139,676|(a8)|185,429|
||SECTION B||||||||
|b1|PAYMENTS||||||||
|b2|Stipends,salaries, NlC,Pension and||||||||
|b3|travel costs
ilanseCosts||119,785
/'ro,a'rz|||||143.578
7.750|
|b4|Administrationetc||./'to,tz'r|||||12,813|
|b5|DistrictAssessment||31,088|||||29,703|
|b6|Grants & donations||'1.100|||||'l,100|
|b7|Trainingand Development||||||||
|b8|Otherpayments||469
,,.2,895|//|90|||1,317
8,394|
|b9|TOTAL PAYMENTS||176,675||90|||204,656|
|c2
c3|TotalfundsbroughtfoMardfromlast
Subtotal|year
(c1+c2l|54,530
17,515|3.240
3,164||57.770||G
r,q,;l
[E;l|
|c4|Transfersandadjustments||||||(c7)||
|c5|TOTALFUNDSATEND OFYEAR|(c3+c4)|17,515|3,164||20,680|(c8)|57,770|
||NTERNAL|Net Receipts/|||Opening||||
|---|---|---|---|---|---|---|---|---|
||CRGANISATIONS|Pavmenls|Adiustments||balances||Closing balances||
|I|)ementlaConversations||||68||68||
|e2|lhurchwaoes&Densions|c|||(0)||(0)||
|e3|JceanOutpost||||4A||40||
|e4|||||||||
|e5|||||||||
|e6|||||||||
|?'7|||||||||
||Subtotalof lntemal||||||||
|;8|Organisations funds||||108|(e111|108|le121|
||Circuit accounts(totals||||||||
||broughttorward from||||||||
|i9|page2-totalscolumn)|(37.090)||(c7)|57,770|(co)|20,580|(c8)|
||IUIALUADN TUNI||||||||
|el0|HELD BYCIRCUIT|(37,090)|||57,878|Ix]|20,785|Iv)|
||Coniinue on a separate||||||||
||sheet if necessary and bring||||||||
||lhe totals forward||||||||
||F||||||||
||funds held bylntemalOrganisations (the closing|
|---|---|
||CASHFUNDS HELO BY CIRCUIT|
||OTHER ASSETSand LIABILITIES|
|I|lnvestments(includeEndowments)|
||Land and Buildinqs(seenotesrelnsurance value)|
|q3|OtherAssets|
|tl4|Loan(s) - show amount outstanding atyearend|
||OtherLiabilities|
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