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2023-08-31-accounts

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Trustees’ Annual Report for the period

From 01.09.22022 Period start date To 31.08.2023 Period end date

Charity name: Altrincham Methodist Circuit

Charity registration number: 1137097

Objectives and Activities

SORP reference
Summary of the purposes of
the charity as set out in its
governing document
Para 1.17 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;
(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
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).
Summary of the main
activities in relation to those
purposes for the public
benefit, in particular, the
activities, projects or services
identified in the accounts.
Para 1.17 and
1.19
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.
Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit
Para 1.18 We confirm the trustees have had regard to
the Charity Commission’s guidance on
public benefit.

Additional information (optional) You may choose to include further statements where relevant about: SORP reference Policy on grant making Para 1.38

Policy on social investment
including program related
investment
Para 1.38
Contribution made by
volunteers
Para 1.38 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.
Other

Achievements and Performance

SORP reference
Summary of the main
achievements of the charity,
identifying the difference the
charity’s work has made to
the circumstances of its
beneficiaries and any wider
benefits to society as a
whole.
Para 1.20 Altrincham Methodist Circuit has continued
to provide pastoral services as well as
services to youth and families in the circuit.
The circuit is looking into supporting Trafford
Council by providing help to refugees in
Hale.

Financial Review

Financial Review
Review of the charity’s
financial position at the end
of the period
Para 1.21 The circuit sold a manse property during the
year which boosted the cash held at the end
of the year to £3943,746
Statement explaining the
policy for holding reserves
stating why they are held
Para 1.22
Amount of reserves held Para 1.22
Reasons for holding zero
reserves
Para 1.22
Details of fund materially in
deficit
Para 1.24
Explanation of any
uncertainties about the
charity continuing as a going
concern
Para 1.23
Additional information (optional)
You may choose to include further statements
Additional information (optional)
You may choose to include further statements
where relevant about:
The charity’s principal
sources of funds (including
any fundraising)
Para 1.47 Altrincham Methodist Circuit primarily gets
it’s funding from the churches in the circuit
through an assessment.
Investment policy and
objectives including any
social investment policy
adopted
Para 1.46
A description of the principal
risks facing the charity
Para 1.46
Other

Structure, Governance and Management

Description of charity’s
trusts:
Type of governing document
(trust deed, royal charter)
Para 1.25 Deed of Union (1932) and Methodist Church
Act (1976)
How is the charity
constituted?
(e.g unincorporated
association, CIO)
Para 1.25
Trustee selection methods
including details of any
constitutional provisions e.g.
election to post or name of
any person or body entitled
to appoint one or more
trustees
Para 1.25 Appointment by the Circuit Meeting or
appointment to the Circuit Meeting
by Church Councils or General Church
Meetings.

Reference and Administrative details

Charity name Altrincham Methodist Circuit
Other name the charity uses
Registered charity number 1137097
Charity’s principal address The Office
Altrincham Methodist Church
Woodlands Road
ALTRINCHAM
Cheshire
WA14 1HF

Names of the charity trustees who manage the charity

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
Trustee name Office (if any) Dates acted if not for whole
**year **
Name of person (or body) entitled
to appoint trustee (ifany)
Rev Graham
Edwards
Superintendent
Presbyter
Methodist Conference
Liz Harwood Circuit Steward All other trustees appointed
Jacquline Griffith Circuit Steward byCircuit Meetingor
Matthew Davies Circuit Steward Representatives from
Simon Beales Circuit Finance
Team
Church Councils
Ian Roberts Circuit Finance
Team
Helen Brankin AMC
DorothyBretherton Local Preacher
LesleyEntwistle AMC
Christina Green MHA
Laura Grewer AMC
Thomas Hague BVMC
Sarah Hague BVMC
David Jolley BVMC
Beryl Hunwick HMC
Christine Hynes TMC
Kevin Jaquiss HMC
Pauline Roberts AMC
Susan Taylor Action for Children
Paul Winnington HMC
Susan Woods HMC

– Corporate trustees names of the directors at the date the report was approved Director name

Name of trustees holding title to property belonging to the charity

Trustee name **Dates acted if not for whole year **
Trustees for Methodist
Church Purposes

Declarations

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

Signed on behalf of the charity’s trustees

Signature(s)
Full name(s)
Position (eg Secretary,
Chair, etc)
Date
Thomas Hague

Circuit Treasurer
28.06.2024
28.06.2024

CIRCUIT RECEIPTS AND PAYMENTS ACCOUNTS THE METHODIST CHURCH STANDARD FORM OF ACCOUNTS Altrincham Circuit FOR THE YEAR ENDED 31 AUGUST 2023 Manchester & Stockport Olstrlct Clrcult no 19108 Registered Charfty - Charlty Reglstratlon number 1137097 If noi a regtstered charity Her Majesty's Revenue and Customs Gift Aid number (The HMRC number is equivalent to a registered charity number in terms ol evidence of charitable status and may be used to give to donors or grant funders wishing to see evidence of the organisation's charitable status Methodist charities in England and Wales that are not registered charities are excepted from registratson under Statutory Instrument 2014 No.2421 Ministers= Rev Graham Edwards Circult Stewards: Mr Matthew Davies Mrs Liz HaThvood Treasurer.. Mr Slmon Beales

ACCOUNTS FOR THE YEAR ENOED 31 AUGUST 2023 Altrtncham ClrcLblt Clr¢utt irtti•d Plod•l Trust R••trl¢i•d Funds Flmd Fund• Totsl• th1• y￿r Total8 last year SECTION A al RECEIPTS Not• As$essmenVShare 130,362 628.496 123.074 a3 Ca rtal recei Is Bank Bnd CF8 interest and Inv05tmènl Income 828 498 21e 3.503 3,779 S,046 38,442 806,125 107 Grants 5,048 12.076 25 4PA3 16495 TOTAL RECEIPTS 148,600 632,059 25.466 la81 139,676 SECTION 8 b1 PAYMENTS I￿ndS salJnes. NIC, Pen8lon Br / 102,391 18,267 102,391 18.267 119.785 10.617 Adrnlnsstrat￿ ete 9,198 9,198 32.248 1,100 Dis1r￿ Assessment 32,248 31.088 Grants & donatyons Trasning 8nd Development 1,10 1.100 b7 287 / 16.724 180.214 287 469 her payments TOTAL PA YMENTS /227,487 227.487 25,466 269,676 2986 25,466 433.167 Ib91 176.765 SECTION C NET RECEIPTSIPAYMENTS FOR ThE YEAR ¢1 a7-bg 31,614 404.572 372,958 37,090 Ttxai funds brou ht forward from last ar 17.624 3.164 20.788 (¢6 57.878 Sub total ¢1+¢2 13.990 407.737 393,746 20,788 Transfers an¢J ad uslrnents 20 000 120.000 (¢7 TOTAL FUNDS AT END OF YEAR 1¢3+c41 6,010 387,737 393,746 Ic81 20.788 Ic61 SECTION D FOR INFORMATION ONLY: MONEY RECEIVED AND PASSEO ON TO EXTERNAL ORGANISATIONS

mounts should not be Includod in totsl recei

tslpayrnBnts abovo) d1 Bal8rJce brc•u trii forward Irom lasl eaf 132 Offerin JGrts receivetj lor exiernal or anisallons 493 dts otfenngsIGrfts - passed to external organisalions BALANCE STILL TO BE PAIO Id1 + d2. d3 49 132 132

Altrlnchlm stCnOllE SU￿ry ol Il City￿￿ year gnded 3.. 202) Irtiwfkgp ()¥•7￿1￿0 10 M¢atmo 14c4• IM ltte fu￿ ol th•n TNI AL¥IL4¥• rrethotr ol AND A DIFfÉftENT FOIIM mwt b• u••J tho •rxwi• m8i+KllJl Pb•#e iéler lo1￿? tr4TEftMAL citsi 40 eiv¢un 4tr¢ullJ 453.t87 393.746 45J.6JJ 371988 20896 3Y3.854 1 TOTAL RECEIPTB TOTAL PAYIIENTS tLl•ls lrn¢ OPENING CLDSING 8ALANCES cirr. CAS FLWS HeLO4E31 1420 15.372 3.164 387.n7 716 33, 20.680 {¢61 393,639 ie121 108, 20.788 393.746., sÈcrth G of+￿ ASJÉn Ino L￿Ung0 Ji 12Q23 620 485 Irtj￿ CFO F4•4 f￿￿ * TrL•tyY Pwrwi 01 Ir*w• wymT Inty li

O1•l• of Ind•ptrnd•nt ExamlTrgr'• Rèport My examlnatson wa5 camed oui In accordance wilh g•ner81 Dlreclw3 given by tho Charity CommSssion. An 6xaminAtson indudes a review of the aceounbng fgcords kèpt by thè ch¥nty and o ¢omp8rison of the ac£ounts prnsenled wrth those record8 118lso Indu(tg5 ¢ongideralion ol ony unu5u81 Item$ or di8do8ur41 in the accounts. and seeking explanabor$8 trom the Irugle98 toncerning any Buch mgtt8rs The pro¢•dures unt18rtaken ¢Jo not prO¥￿e all the evidenc• that would be reqLSiTeO in an oudit, and conjequenlly no opinion l• given a• lo wh8lher the 4c¢ounlg pr•¥enl 8'true and fairf view and the report18 Iimiled to th089 mott•r• Ml out In the $1818m•nt below. Indèpendont Examlner'8 Stalement In g)nne(w my ex8min8tson. no matter hgB com• io my 8ttenlion (other Ih•n th•1 di8¢lmd b•k*l'. whth gives m¢ reasonable Ca￿Se to believo that in any material Te5pe¢t the requirements.. . to kegp #ccounting Te¢ords in a¢cordance wth secbon 130 of rhe Chanb'es ￿1., . to prepaw accounts whi¢h accord wrth the accounts'ng re¢ords and comply vthh the a¢counling U1￿ments of the Charities Act have not been met.. or {21 lo in my o￿nN}n. attention should bg dfawn in order lo enable a proper understand4r¥J of Ihe arwJnts lo be ￿aGhed. ' Plgasè delole tho words in the brnckets if they rti nol apply appmpnat8 13) I h3¥elhave nor obtw'ned Independent ¥enfi¢ation of all investments with the Trustees for Methodist Churth Purwses I'TMCP'I or held In other Twsts. 8ank balan¢es and Funds at the Central Finance Board of the Methodist Church I"CF8"1. which are tndswdua11y in exces$ of £10,000 Ilen thousand pounds) at the baJarKe sheet dale. . Pbase 8$ appropri8to Name Signabjre Relevant Profeswonal qualrfication 01 bod Addr￿8