#
##
|||Page|
|---|---|---|
|Members ofthe Board and professional|advisers|2 —3|
|Trustees Annual
Report||Insert|
|Independent
Examination|||
|Statement ofFinancial Activities|||
|Balance Sheet|||
|Notes to the financial statements||7-8|
##
##
##
|MEMBERS O|F THE BOARD AND PRO|FESSIONAL ADVIS|ORS|
|---|---|---|---|
|Trustees (continued)|David Kerr|||
||David Harding|||
||Joan Tattersall|||
||Diane Hardwick|||
||Rev Ruth Jackson|||
||Rev Helen Johnson|||
||Leonie O'Donoghue|||
||Gill Copley|||
||Peter Sanger|||
||Janet Bower|||
||Rev Margaret|Smith||
|Treasurer|David Harding|||
|Accountants|Community
Accounting
Lancashire C.LC.|||
||Foxfields|||
||9Norley Close|||
||Chadderton|||
||Oldham|||
||OL1 2RA|||
|Bankers|Virgin Money|(Yorkshire Bank)||
||9/I 1 Yorkshire|Street||
||Rochdale|||
||OL16 1BH|||
||Central Finance Board ofthe Methodist||Church|
||9Bonhill Street|||
||London|||
||EC2A 4PE|||
##
##
##
##
|Objectiv|es and|Activ|itie|s||
|---|---|---|---|---|---|
|||||SORP reference||
|Summary
of the purposes
the charity as set out in its
governing
document|||of|Para 1.17|The purpose
ofThe Methodist
Church
is as laid
down
in the 1932Deed of Union. They are the
advancement
of:-
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
ofThe 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.|
|Summary
activities|ofthe main
in relation to those|||Para 1.17and
1.19|The Circuits mission
is based upon the Methodist
Churches
Vision Document
"Our Calling" —with 4|
|purposes
for the public
benefit the activities, projects
or services identified
in the|||||themes as follows:
Worship —increasing
awareness
of God's presence
and celebration
of God's love.|
|accounts.|||||Learning
and Caring —Growing
and learning|
||||||through
mutual
support
and care.|
||||||Service —To be a good neighbour
and challenge|
||||||injustice.|
||||||Evangelism
—Make more followers ofJesus Christ|
||||||The Circuit and its churches seek to be a spiritual|
||||||influence
in the community
and a visible expression|
||||||ofGod's inclusive
love. We aim to achieve this by|
||||||encouraging,
through
the churches
in our Circuit,|
||||||acts ofworship,
social, and outreach
activities that|
||||||currently
exist, but also to seek new ways to extend|
||||||to others the fellowship
ofthe Church
Family.|
||||||3 ministers
are currently
stationed
to the Circuit and|
||||||together
with Local Preachers,
worship leaders and|
||||||retired minister's
work with the 13local Churches to|
||||||hold regular Acts ofWorship. The Circuit produces a|
||||||quarterly
preaching
plan to ensure that regular acts|
||||||ofworship take place as required
in each ofthe 11|
||||||Methodist
Churches
and
in our 2 Local Ecumenical|
||||Partnership
Churches. These services|are open to all|are open to all|
|---|---|---|---|---|---|
||||people without charge. The ministers|also work with||
||||the churches to support outreach
and|mission|into|
||||the local communities
working
mainly|with young and||
||||older people through
youth clubs, lunch clubs,||craft|
||||clubs, care home visits, school assemblies
at various|||
||||community
schools and at our Methodist/Anglican|||
||||Primary School, where one ofour ministers
is|||
||||Chaplain
and Governor.|||
||||The Circuit website
is active, and each one ofour 13|||
||||churches are linked
into it.|||
|Statement|confirming|Para 1.18|Range ofguidance
produced
by Methodist|||
|whether the trustees have|||Connexion|||
|had regard|to the guidance||Leaflet "The Role ofa Trustee
in The|Methodist||
|issued by|the Charity||Church" available
for all trustees.|||
|Commission
on public||||||
|benefit||||||
|Additional||information|information|information|(optional)|(optional)|||
|---|---|---|---|---|---|---|---|---|
|You ma|choose to|||include||further statements|where relevant
about:||
|||||||SORP reference|||
||||||||The Circuit makes grants to Circuit churches of up to||
|||||||Para 1.38|1/3"' ofthe cost for repairs and maintenance
to the||
|Policy on||grant making|||||property
or to support outreach
into the community.||
||||||||Smaller grants are available
through
the Youth and||
||||||||Children's
forum for the furtherance
ofwork with||
||||||||children
and young people within
Circuit churches.||
||||||||Investment
policies are as set out in the Model Trust||
|||||||Para 1.38|Deeds ofthe Methodist
Church. The circuit does not||
|Policy on||social investment|||||have programme
related investments.
All||
|including
investment||program||related|||investments
are via the Trustees for Methodist
Purposes
or the Central Finance Board ofthe||
||||||||Methodist
Church and income is used as proscribed||
||||||||by the investment
trusts.||
||||||||All lay members
of the Circuit board ofTrustees are||
|||||||Para 1.38|volunteers
who give their services freely, attending|a|
|Contribution
volunteers|||made|by|||minimum
of3circuit meetings
together
with various
subcommittees.
An estimate of400to 450 hours per||
||||||||annum.||
|Other|||||||||
##
|SORP|reference|Circuit Review —From September|2020 we continued|
|---|---|---|---|
|||reviewing
the Circuit and churches|with the continued|
|||aim offorming
our Mission Plan. The Circuit is still||
|||working
through
the effects ofthe|pandemic,
which|
|||has impacted
on finances,
both at|Circuit and church|
|||level and on numbers
attendin
church services.||
|The Circuit continues
in its development
of new ways|
|---|
|of being church,
sustaining
the principles
ofour|
|charity,
providing
worship
online,
virtual meetings
and|
|meeting
in person, sustaining
our community
work,|
|some ofour buildings
being used for food banks.|
|Safeguarding
-—
The Circuit continues
to follow the|
|Connexional
Policy on Safeguarding.
Each church has|
|a safeguarding
representative
and there is a|
|safeguarding
officer in the Circuit to ensure the|
|adoption
ofsafe practice amongst
children
and|
|vulnerable
adults. Church representatives
will continue|
|to receive training
and refresher
training.|
|Ministerial
Invitations —
In spring 2021 two ministers|
|decided to leave the Circuit
in 2022. The Circuit Board|
|ofTrustees approved
the Circuit Invitation
Committee|
|at their Circuit meeting
in March 2021 to initiate the|
|process oftheir replacement.
The consultation
period|
|was initiated
in July 2021 to decide whether to replace|
|with one minister,
two ministers
or one minister
and a|
|deacon. Final decision to be presented
to the next|
|Circuit meeting
in September 2021.|
|Resources. The Circuit received a grant ofR6,471|
|from Action Together to distribute
to the Circuit|
|Churches to help them with the costs of reopening|
|their premised
after the Covid shutdown.
A levy of|
|828,290 originally
taken Connection
from the proceeds|
|ofthe sale ofJarvis Street Methodist
Church was|
|returned
to the Circuit to help with the casts of|
|refurbishing
Syke Methodist
Church.|
|Local Preachers —There are two Local Preachers
in|
|training.
Summary
ofthe main achievements
ofthe|
|charity,
identifying
the difference the charity's
work has|
|made to the circumstances
of its beneficiaries
and any|
|wider benefits to society. Para 1.20The appointment|
|of ministers
and accreditation
of Local Preachers has|
|ensured
continuity
to the Circuit and its churches.|
|Summary
ofthe main
achievements
ofthe charity,||The appointment
of ministers
and accreditation
of lay
preachers
has ensured
continuity
to the Circuit and its|
|---|---|---|
|identifying
the difference the|Para 1.20|churches.|
|charity's
work has made to
the circumstances
of its||Continued
training
in safeguarding
ensures that best|
|beneficiaries
and any wider
benefits to society.||practice can be assured
in caring for vulnerable
people
in our congregations
and
in our mission|
|||outreach.|
|||Grant giving has enabled churches to take forward|
|||their vision for the future
by making necessary|
|||improvements
to their buildings
to make them fit for|
|||purpose. Grants supporting
lay workers has allowed|
|||the church to extend its pastoral
and mission work.|
##
|ou ma
choose to include fur|ther statem|
|---|---|
|Achievements
against||
|objectives set|Para 1.41|
|Performance
offundraising||
|activities against objectives
set|Para 1.41|
|Investment
performance||
|against objectives|Para 1.41|
|Other||
##
|Review|of the charity's|Para 1.21|A General fund is unrestricted
and freely|
|---|---|---|---|
|financial|position at the end||available
to be used for any purposes
required|
|ofthe period|||by the Circuit. The current net asset balance on
31"August 2021 was f77,821.|
||||A Circuit Advanced
fund (Circuit Model Trust|
||||Fund) is a Restricted
Fund mainly derived
from|
||||the sale ofchapels and manses and is restricted|
||||by Conference. This restriction
is an internal|
||||re ulation,
and the fund can be used for a|
||||||||||variety ofpurposes
detailed
by Conference||and|
|---|---|---|---|---|---|---|---|---|---|---|---|
||||||||||the Charity Commission
have agreed that|it|is|
||||||||||appropriate
for the Circuit trustees to decide||the|
||||||||||policy for the management
ofthis fund. The
balance on the 31"August 2021 was f65,196.|||
||||||||||The Circuit has various Restricted and|||
||||||||||Endowment
funds containing
money given||to|
||||||||||the Circuit from various benefactors. The money|||
||||||||||is usually
restricted,
but the Circuit receives|||
||||||||||interest to use in the Circuit. The balance on the|||
||||||||||31"August 2021 was f47,262.|||
||||||||||The total of Fixed Assets as at 31"August||2021|
||||||||||was 21,249,748.|||
|Statement||explaining||||the||Para 1.22|Reserves Policy|||
|policy for holding||||reserves||||||||
|stating why||they||are held|||||General Fund|||
||||||||||To hold a maximum
ofapprox. six month's|||
||||||||||budgeted
general
fund expenditure
costs.|||
||||||||||2021/22 budgeted
expenditure
is F200,172|||
||||||||||therefore six months
isf100,086.|||
||||||||||Circuit Advanced
Fund|||
||||||||||a. In order to support the mission and outreach|||
||||||||||ofthe 13Circuit Churches
the Circuit needs||the|
||||||||||support ofthree ministers.
It is agreed that|any||
||||||||||short fall in annual
income could be supported|||
||||||||||by up to 50%ofthe cost ofone minister.|||
||||||||||b. Grants to Churches
of up to 1/3 ofany|||
||||||||||application
for Minor property
works or|||
||||||||||community
outreach projects.|||
||||||||||c.Reserves for any major repair to manses||on|
||||||||||ministerial
exchanges.|||
||||||||||d. District Levies top sliced based on|||
||||||||||Connexional
olic —2020/21 was E1,669.33.|||
|Amount|of|reserves
held||||||Para 1.22|f77,821 as at 31"August 2021 (being the|||
||||||||||current net assets ofF118,306at bank, debtors|||
||||||||||ofF9,057 and creditors off49,542 .|||
|Reasons|for||holding zero|||||Para 1.22|None|||
|reserves||||||||||||
|Details offund materially|||||||in|Para 1.24|None|||
|deficit||||||||||||
|Explanation|||of any|||||Para 1.23|None|||
|uncertainties|||about the|||||||||
|charity continuing|||||as|a going||||||
|concern||||||||||||
|Additional||information||||(optional)||||||
|You ma|choose|||to|include||further statements||where relevant
about|||
||||||||||In the 2020/21accounts:-|||
||||||||||80.1%ofthe Circuits income was provided||by|
|The charity's
principal
sources offunds (including||||||||Para 1.47|the local Churches.
59.1%of income was spent on ministerial|and||
|any fundraising)|||||||||lay worker pay and related travel and manse|||
||||||||||costs.|||
|||||||16.9%of income received represented
our||
|---|---|---|---|---|---|---|---|
|||||||contribution
to the District, and the wider||
|||||||Methodist
Connexion. The remainder
covers||
|||||||costs of local preachers'
expenses,
grants|to|
|||||||Churches
and
eneral administration.||
|||||||All investments
are under the governance|ofthe|
|Investment|policy||and|||Trustees for Methodist
purposes
and therefore||
|objectives including
any
social investment
policy|||||Para 1.46|covered by their investment
policy.||
|ado ted||||||||
|||||||The principal
risks to the charity are declining||
|A description
risks facing||ofthe principal
the charity|||Para 1.46|church attendance
and inflationary
costs, plus
the national
shortage ofpresbyters.
These risks
are reviewed
annually
with representatives
from||
|||||||the local churches.||
|Other||||||||
##
|tructure, Governance|and IIana|gement|||||
|---|---|---|---|---|---|---|
|Description
of charity's|||||||
|trusts:|||||||
|Type of governing
document
,',tr ist deed, :oy;,1;.:h"-::,-!=.-i';.|Para 1.25|Methodist
Church Act (1976),Deed of Union
(1932)and the Model Trust|||||
|||Deeds ofthe Methodist||Church|||
|How is the charity|Para 1.25|Act of Parliament|||||
|constituted?|||||||
|Trustee selection methods|Para 1.25|Appointed|by local Churches|||and existing|
|including
details of any||trustees.|||||
|constitutional
provisions e.g.||Ministers are automatically|||trustees.||
|election to post or name of|||||||
|any person or body entitled|||||||
|to appoint one or more|||||||
|trustees|||||||
|trustees|trustees|||||||||
|---|---|---|---|---|---|---|---|---|---|
|Additional||information||(optional)||||||
|You ma||choose to include|||further statements||where relevant|about||
||||||||Range ofguidance
produced||by Methodist|
||||||||Connection|||
|Policies
adopted||and procedures
for the induction|||and|Para 1.51|Leaflet "The Role ofa Trustee
in The
Methodist
Church" available for all|||
|training|oftrustees||||||trustees.|||
||||||||Structure:-|||
||||||||Accountable|tothe Methodist|Conference.|
|The charity's
structure
and|||organisational
any wider|||Para 1.51|Part ofthe Bolton 8 Rochdale
District.||Methodist|
|network||with|which the||||All decisions|are made by the|trustees at|
|charity works|||||||Rochdale 8|Littleborough
Circuit Meeting||
||||||||held four times a year.|||
|||||||Churches|within the Circuit are members|of|
|---|---|---|---|---|---|---|---|---|
|Relationship|with|any|related|||"Churches|Together" Ecumenical||
|parties||||Para|1.51|partnerships|||
|Other|||||||||
##
|Names ofthe c|harity trustees who|manage the charity||||
|---|---|---|---|---|---|
|Trustee name|Office (ifany)|Dates acted ifnot for whole
ear|Name ofperson (or body) entitled
to a
oint trustee
ifan|||
|Valerie Tomkinson|||Church|Council||
|Marjorie Davies|||Church|Council||
|Glennis Crossley|||Church|Council||
|Simba Gomwe|||Church|Council||
|Les Birkett|||Church|Council||
|Dilys Pearson|||Church|Council||
|Joyce Sanger|||Church|Council||
|Graham
Thompson|||Church|Council||
|Graham
Booth|||Church|Council||
|Colin Wass|||Church|Council||
|Sylvia Wild|Circuit Steward||Circuit|meeting||
|Beryl Tattersall|||Church|Council||
|Andrew
Hardwick|||Church|Council||
|Kenneth
Griffin|||Church|Council||
|Pauline Mackay|||Church|Council||
|Jean Spencer|||Church|Council||
|Vivienne
Collinson||Church|Council|
|---|---|---|---|
|Janice Knot||Church|Council|
|Jan Hicks||Church|Council|
|Jean Burrows||Church|Council|
|Jill Hamnett||Church|Council|
|Susan Downing||Church|Council|
|Stephanie
Peden||Church|Council|
|John Carson||Church|Council|
|Rev Andrew|Presbyter|Methodist
Conference||
|Halstead||||
|Diane Halstead|Circuit Administrator|Circuit|Meeting|
|Duncan Cooper||Church|Council|
|Helen Neilsen||Church|Council|
|Neil Helliwell||Church|Council|
|David Wheatley||Church|Council|
|John Dafforne||Church|Council|
|Stephen Ashworth||Church|Council|
|Mike Bennion||Church|Council|
|Jackie White||Church|Council|
|Jacky Whitaker||Church|Council|
|Susan Yates||Church|Council|
|Alan Wild||Church|Council|
|Eileen Hopkinson||Church|Council|
|Rev Lawrence|Supernumerary|Methodist
Conference||
|Copley|Minister|||
|Ruth Tunnicliffe||Church|Council|
|Steven Tunnicliffe||Church|Council|
|Rev C Howarth|Supernumerary|Methodist
Conference||
||Minister|||
|David Kerr|Circuit Steward|Circuit|Meeting|
|David Harding|Circuit Treasurer|Circuit|Meeting|
|Joan Tattersall|Circuit Steward|Circuit|Meeting|
|Diane Hardwick|Circuit Steward|Circuit Meeting|
|---|---|---|
|Rev Ruth Jackson|Superintendent|Methodist
Conference|
||Minister||
|Rev Helen|Presbyter|Methodist Conference|
|Johnson|||
|Leonie|Lay Worker|Circuit Meeting|
|O,Donoghue|||
|Gill Copley|Meeting secretary|Circuit Meeting|
|Nance Frankland||Circuit Meeting|
|Peter Sanger||Circuit Meeting|
|Janet Bower|Lay worker|Circuit Meeting|
|Name oftrustees
holding|title to|property
belonging
to the|charity|
|---|---|---|---|
|Trustee name||Dates acted ifnot for whole|ear|
|none||||
|Funds held as custodian||trustees on behalf|ofothers|
|Description
ofthe assets||None||
|held
in this ca acit||||
|Name and objects of the||||
|charity on whose behalf|the|||
|assets are held and how|this|||
|falls within the custodian||||
|charit
's ob'ects||||
|Details ofarrangements|for|||
|safe custody and||||
|segregation
ofsuch assets||||
|from the charity's
own assets||||
##
##
##
##
##
##
##
##
##
##
##
##
|||YEAR ENDED 31AUGU|ST 2021||
|---|---|---|---|---|
||||Total Funds|Total Funds|
||||2021|2020|
|INCOMING RESOURCES|||||
|Assessment
on Churches|||187,820|192,755|
|Bankk Trust Interest|||91|464|
|Donations to Circuit Funds||||410|
|Rental Income|||9,547|6,080|
|Other income|||6,471|24,826|
|Transfer &om Trust (for Churches
Grant)
Collections for External Organisations|||28,290|372|
|Investment
Income|||743|1,287|
|Dream Team|||1,280|56|
|Sale ofChurches|||||
|TOTAL INCOMING RESOURCES|||234,242|226,250|
|RESOURCES EXPENDED|||||
|Ministers
Salaries/NVPensions|||108,031|105,578|
|Ministers
Travel Expenses
Ministers Offices Expenses
Manses Repairs &Maintenance
Manses Council Tax, Water, Insurance|||1,010
2,384
967
11,326|2,922
1,695
25,611
11,756|
|Property Inspections
Circuit Admin Costs|||1,200
1,696|1,100
4,450|
|Circuit Committee
Expenses
Visiting Preachers Allowance
District Assessment|||434
39,600|132
1,235
42,276|
|Sundry Donations
Collections to External Organisations|||1,452|3,746
372|
|Accountancy
Fee
Investment
Admin Charges|||860
216|820
249|
|CMTF Contribution
(Asset Revaluation)|||||
|District Levy|||1,669|2,046|
|Dream Team|||14||
|Closing Churches
Expenses||||1,024|
|Sale ofChurches Expenses|||||
|Grants to Circuit||||13,500|
|Grants to Churches|||28,290||
|Grant to Spotland for Lay Worker
Circuit Lay Worker|||14,782|5,000
14,965|
|Miscellaneous|||||
|TOTAL RESOURCES EXPENDED|||213,931|238,477|
|Net incoming/(outgoing)resources|before transfers||20,311|(12,227)|
|Other recognised
gains/(losses)
Unrealised
gains/(losses)
on revaluation||ofmanses|30,474|89,274|
|Unrealised
gains/(losses)
on investment||assets|4,461|(425)|
|Net movement
in funds|||55,246|76,622|
|Total Funds brought
forward|||1 384781|1308 159|
|TOTAL FUNDS CARRIED FORWARD|||||
|The notes on pages 7to 8 form part|ofthese financial statements.||||
##
##
||||2021||2020||
|---|---|---|---|---|---|---|
|||Notes|||||
|FIXEDASSETS|||||||
|Premises||||1,249,748||1,219,274|
|Tangible Fixed Assets||||1,249,748||1,219,274|
|CURRENT ASSETS|||||||
|Debtors|||9,057||8,929||
|Short Term Investments|||112,458||109,526||
|Cash at Bank and in Hand|||118306||70552||
||||239,821||189,007||
|CREDITORS: Amounts|falling due||(49,542)||(23,500)||
|within one year|||||||
|NET CURRENT ASSETS||||190,279||165,507|
|NET ASSETS|||||||
|FUNDS OFTHE CHARITY|||||||
|Unrestricted
Funds||8||1,392,765|||
|Restricted Funds||8||17,669|||
|Endowment
Funds||8||29 593|||
|TOTAL FUNDS||8/9|||||
##
##
##
##
##
##
##
##
##
##
##
##
||||2021|2020|
|---|---|---|---|---|
|Independent|Examiner's
Fees for reporting|on the accounts|860|820|
|REMISES|||||
||||2020|2020|
|Market value|at 1"September 2020||1,219/74|1,130,000|
|Realised gain/(loss)
in revaluation of manses
Market value at 31"August 2021|||30474|89274
~2,274|
##
##
|5.|DEBTORS
for the year ended 31August 20|21||
|---|---|---|---|
|||2021|2020|
||Other Debtors|~9057|8929|
|6.|INVESTMENTS|||
||Investments|||
||Market value at 101 September 2020||42,753|
||Net gain/(loss)
on movement
Market value at 31"August 2021||4 509
~62|
||Cash On Deposit|||
||Market value at 101 September 2020||66,773|
||Net gain/(loss)
on movement
Market value at 31"August 2021||~1577
M~6|
||Total Investments
Market Value at31August 2021|||
|7.|CREDITORS: Amounts
falling due within one year|||
|||2021|2020|
||Other Creditors|||
||Accruals and deferred income|49542
W842|23 500
~iJ}}|
##
|LLOCATION OF CHARI|TY'S ASSETS||||
|---|---|---|---|---|
||||Current||
||Fixed Assets|Investments|Net Assets|Total|
|Funds|||||
|Unrestricted|1,249,748|65,196|77,821|1,392,765|
|Restricted||17,669||17,669|
|Endowment||29 593||29593|
||~149748|112458|77821|1440027|
##