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2021-08-31-accounts

Trustees’ Annual Report for the period

From 01/09/2020 Period start date To 31/08/21 Period end date

Charity name: Sale Methodist Circuit

Charity registration number: 1151757

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
six Methodist churches in the Sale area.
The churches are The Avenue Methodist
Church, Trinity Methodist Church, Sale
Moor Methodist Church. Partington
Methodist Church, Carrington Lane
Methodist Church and Sinderland Green
Methodist Church. The circuit is also
responsible for the Trinity Bowling and
sports club grounds on Temple Road Sale
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 5 Methodist Churches
and 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 Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by volunteers 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 The Circuit maintains manses for use by
the Ministers in the Circuit.
The Circuit produces a quarterly preaching
plan to ensure regular acts of worship take
place at each of the 5 Methodist Churches
and these are open to all people, without
charge.
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

Additional information (optional) You may choose to include further statements where relevant about:

Achievements against Para 1.41 objectives set

Performance of fundraising
activities against objectives
set		 Para 1.41
Investment performance
against objectives		 Para 1.41
Other

Financial Review

Financial Review
Review of the charity’s
financial position at the end
of the period		 Para 1.21 The charity is considered to be financially
stable
Statement explaining the
policy for holding reserves
stating why they are held		 Para 1.22 The Circuit would usually hold free
reserves up to 50% of its annual
expenditure. However during 2022,
the Circuit intends to undergo a
review of all its buildings and
resources which could result in
signifcant changes and require the
Circuit to provide fnancial resources
to facilitate the process and support
the agreed outcome (Property
Portfolio Optimisation (PPO)). A
reserve of £50,000 will be held for
this. Also all churches in the Circuit
had seen signifcant reductions in
their income and the Circuit will hold
a reserve of £50,000 to support them
as necessary. A reserve of £30,000 is
also held for refurbishment of the
manses
Amount of reserves held Para 1.22 £208123
Reasons for holding zero
reserves		 Para 1.22 n/a
Details of fund materially in
deficit		 Para 1.24 none
Explanation of any
uncertainties about the
charity continuing as a going
concern		 Para 1.23 none

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
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

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 Deed of Union (1932) and Methodist
Church Act (1976)
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

Additional information (optional)

You may choose to include further statements where relevant about:


Policies and procedures
adopted for the induction
and training of trustees
Para 1.51
The charity’s organisational
structure and any wider
network with which the
charity works		 Para 1.51
Relationship with any related
parties		 Para 1.51
Other

Reference and Administrative details

Charity name Sale Methodist Circuit
Other name the charity uses
Registered charity number 1151757
Charity’s principal address The Avenue Methodist Church
Wincham Road
Sale
M33 4PL

Names of the charity trustees who manage the charity

1
2
3
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29		 Trustee name Office (if any) Dates acted if not for whole
year		 Name of person (or body) entitled
to appoint trustee (ifany)
Peter Bailey Sale Moor MC
Liz Armitage Sale Moor MC
Deryck Armitage Sale Moor MC
Brian Rains Sale Moor MC
Morris Loveland Avenue MC
David Sellers Avenue MC
Maira Sellers Avenue MC
Helen Norman Treasurer Circuit Meeting
Colin Norman Avenue MC
Margaret Kaye Avenue MC
Mabel Rudo
Nyazika		 Partington MC
Margaret
Wiseman		 Partington MC
HelenJones Partington MC
Ann Partington Partington MC
Anne Bennet Partington MC
Corrine Koromia Partington MC
Sue Cowlishaw Circuit
Safeguarding
Ofcer		 Circuit Meeting
Letitia Schenk Circuit Steward Circuit Meeting
Kevin Burgess TrinityMC
Chris Clarkson TrinityMC
Chris Davies TrinityMC
Isabel Daysh TrinityMC
Judith Meredith Circuit Steward Circuit Meeting
RuthJulian Circuit Steward Circuit Meeting
Stella Walker Local Preachers
tutor		 Circuit Meeting
Richard
Mottershead		 Minister
Glayne Worgan Minister
RichardJackson Minister

– Corporate trustees names of the directors at the date the report was approved Director name None

Name of trustees holding title to property belonging to the charity

Trustee name Dates acted if not for whole year None

Funds held as custodian trustees on behalf of others

Description of the assets none held in this capacity Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects

Details of arrangements for safe custody and segregation of such assets from the charity’s own assets

Additional information (optional)

Names and addresses of advisers (Optional information)

Type of Name Address adviser

Name of chief executive or names of senior staff members (Optional information)

Exemptions from disclosure

Reason for non-disclosure of key personnel details

Other optional information

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) Glayne Worgan

Position (eg Secretary, Chair Chair, etc)

Date 13/3/24

CIRCUIT RECEIPTS AND PAYMENTS ACCOUNTS

THE METHODIST CHURCH

STANDARD FORM OF ACCOUNTS

Sale

Circuit

FOR THE YEAR ENDED 31 AUGUST 2021

Manchester & Stockport
District		 Circuit no 1909
Registered Charity - Charity Registration number
1151757

If not a registered charity Her Majesty's Revenue and Customs Gift Aid number

(The HMRC number is equivalent to a registered charity number in terms of 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 registration under Statutory Instrument 2014 No.242 )

Ministers:

Rev R Mottershead

Rev G Worgan

Circuit Stewards:

Mrs R Julian Mrs J Meredith Mrs L Schenk

Treasurer:

Mrs H Norman

2015 Circuit R and P.xls

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20ACCOUNTS FOR THE YEAR ENDED 31 AUGUST 2021 20ACCOUNTS FOR THE YEAR ENDED 31 AUGUST 2021 20ACCOUNTS FOR THE YEAR ENDED 31 AUGUST 2021 20ACCOUNTS FOR THE YEAR ENDED 31 AUGUST 2021 20ACCOUNTS FOR THE YEAR ENDED 31 AUGUST 2021 20ACCOUNTS FOR THE YEAR ENDED 31 AUGUST 2021 20ACCOUNTS FOR THE YEAR ENDED 31 AUGUST 2021 Sale Sale Circuit Circuit
SECTION A £
£
Un -
restricted
Funds
Circuit
Model Trust
Fund		 £

Restricted
Funds		 £
143,756
0
304
0
0
Totals this
year		 £
Totals last
year
a1 RECEIPTS Note
a2 Assessment/Share 143,756 143,756 146,911
a3 Capital receipts 0
a4 Bank and CFB interest and
Investment income		 304 304 1,463
a5 Grants 0
a6 Other receipts 0 0 5,440
a7 TOTAL RECEIPTS 144,060 0 0 144,060 (a8) 153,814
SECTION B 0
0

0

0

0

0

0
b1 PAYMENTS
b2 Stipends, salaries, NIC, Pension and
travel costs		 0 0 93,170
b3 Manse Costs 0 0 10,402
b4 Administration etc 0 # 0 3,642
b5 District Assessment 0 # 0 24,848
b6 Grants & donations 0 # 0 4,500
b7 # 0
b8 Otherpayments 0 # 0 1,872
b9 TOTAL PAYMENTS 0 0 0 0 (b9) 138,434
144,060
SECTION C
c1 NET RECEIPTS/PAYMENTS FOR
THE YEAR		 (a7-b9) 144,060 0 0 144,060
c2 Total funds brought forward from lastyear 215,531 215,531 (c6) 200,151
359,591
c3 Sub total
(c1+c2)		 359,591 0 0 359,591
c4 Transfers and adjustments 0 (c7)
c5 TOTAL FUNDS AT END OF YEAR
(c3+c4		 ) 359,591 0 0 359,591 (c8) 215,531 (c6)
SECTION D
d FOR INFORMATION ONLY: MONEY RECEIVED AND PASSED ON TO EXTERNAL ORGANISATIONS
(these amounts should not be included in total receipts/payments above)
Balance brought forward from lastyear
Offerings/Gifts - received for external organisations
Offerings/Gifts -passed to external organisations
BALANCE STILL TO BE PAID(d1 + d2 - d3)
0
d1 Balance brought forward from lastyear
d2 Offerings/Gifts - received for external organisations
d3 Offerings/Gifts -passed to external organisations
d4 BALANCE STILL TO BE PAID(d1 + d2 - d3) 0

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Sale

Circuit

SUMMARY OF CIRCUIT ACCOUNTS AND INTERNAL ORGANISATION REPORTING TO THE CIRCUIT MEETING

SECTION E Please follow the Guidance Notes to complete this page

Summary of the Circuit accounts for the year ended 31 August 2021 and Internal Organisations reporting to the Circuit Meeting. Note that the funds of an Internal Organisation would normally be Restricted funds unless it could be clearly shown that they could be used for any Methodist purpose. This section must be completed to arrive at the gross receipts and payments totals of the Circuit. If gross income exceeds the Accruals threshold of £250,000, then the Accruals method of accounting AND A DIFFERENT FORM must be used to report the accounts (see Methodist website). Please refer to the guidance notes regarding transfers between the Circuit and connected Circuit Organisations.

SECTION E Please follow the Guidance Notes to complete this page Please follow the Guidance Notes to complete this page Please follow the Guidance Notes to complete this page Please follow the Guidance Notes to complete this page Please follow the Guidance Notes to complete this page Please follow the Guidance Notes to complete this page Please follow the Guidance Notes to complete this page Please follow the Guidance Notes to complete this page Please follow the Guidance Notes to complete this page

Summary of the Circuit accounts for the year ended 31 August 2021 and Internal Organisations reporting to the Circuit Meeting. Note that the funds of an
Internal Organisation would normally be Restricted funds unless it could be clearly shown that they could be used for any Methodist purpose. This
section must be completed to arrive at the gross receipts and payments totals of the Circuit. If gross income exceeds the Accruals threshold of £250,000,
then the Accruals method of accounting AND A DIFFERENT FORM must be used to report the accounts (see Methodist website). Please refer to the
guidance notes regarding transfers between the Circuit and connected Circuit Organisations.
INTERNAL
ORGANISATIONS		 Net Receipts/
Payments		 Adjustments Opening
balances		 Closingbalances
e1 Sale Methodist Singers 0 106 106
e2 0 0
e3 0 0
e4 0 0
e5 0 0
e6 0 0
e7 0 0
e8 Sub total of Internal
Organisations funds		 0 0 **106 ** (e11) **106 ** (e12)
e9 Circuit accounts (totals
brought forward from
page 2 - totals column)		 144,060 **0 ** (c7) **215,531 ** (c6) **359,591 ** (c8)
e10 TOTAL CASH FUNDS
HELD BY CIRCUIT		 144,060 0 **215,637 ** (x) **359,697 ** (y)

SECTION F STATEMENT OF ASSETS AND LIABILITIES

SECTION F
STATEMENT OF ASSETS AND LIABILITIES		 SECTION F
STATEMENT OF ASSETS AND LIABILITIES
CIRCUIT - CASH FUNDS HELD at 31 August 2021 OPENING
BALANCES		 CLOSING
BALANCES
f1 Cash in hand 2293
f2 Bank Current Account 0 0
f3 Bank Deposit Account
f4 Central Finance Board 143,256 150,197
f5 Trustees for Methodist Church Purposes
f6 Other funds
f7 SUB TOTAL **145,549 ** (c6) **359,591 ** (c8)
f8 Total funds held by Internal Organisations (the closing
balance totals above) (e12)		 106 (e11) 106 (e12)
f9 TOTAL CASH FUNDS HELD BY CIRCUIT 145,655 (x) 359,697 (y)
At At
SECTION G
OTHER ASSETS and LIABILITIES
Investments(include Endowments)
Land and Buildings(see notes re Insurance value)
Other Assets
Loan(s)- show amount outstandingatyear end
Other Liabilities		 1 September 2020
6964
797,383		 31 August 2021
6793
842,824
g1 Investments(include Endowments) 6964 6793
g2 Land and Buildings(see notes re Insurance value) 797,383 842,824
g3 Other Assets
g4 Loan(s)- show amount outstandingatyear end
g5 Other Liabilities

f4 Include only Funds held at the Central Finance Board

f5 Include only CFB Funds held at Trustees for Methodist Church Purposes

g1 Include any other investments (not the cash element of TMCP trust accounts this is inserted in line f5)

2015 Circuit R and P.xls

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Name of Circuit Sale 1909

Declarations and Scrutiny

I confirm that these Receipt and Payment based accounts for the year to 31 August 2021 have been prepared from the records of the Circuit and that they include all funds under the control of the Circuit meeting.

Signature of treasurer ……………………………………………………… Date…… 11/28/2021

Name and address of treasurer Helen Norman

48 Framingham Road Sale M33 3SH

Presentation to the Circuit meeting

I confirm that the annual report and accounts for the year ended 31 August 2021 were/will be* presented to the Circuit meeting held on 26-Jan-22

Signature of the Chair of the meeting ……………………………………………………………………

Name of the Chair of the Richard P Mottershead 1/26/2022

Independent Examiner’s Report to the Trustees of the

Sale ……………………..…………………….. Circuit

Charity Number ………….. 1151757

Responsibilities and basis of report

I report to the trustees on my examination of the accounts of the Sale

Circuit for the year ended 31 August 2021 set out on pages 1 to 3. As the Circuit’s trustees, you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (‘the Act’).

I report in respect of my examination of the Circuit’s accounts carried out under section 145 of the Act and, in carrying out my examination, I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

2015 Circuit R and P.xls

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Name of Cir Sale

1909

Independent Examiner’s Statement

I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination (other than that disclosed below*) which give me cause to believe that in, any material respect:

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.

I have/have not* obtained independent verification of all investments with the Trustees for Methodist Church Purposes or held in other trusts, bank balances and funds at the Central Finance Board of the Methodist Church which are individually in excess of £10,000 (ten thousand pounds) at the balance sheet date.

Signature of independent examiner ………………………………………………………………….

Name of independent exa Mr David Phillips

Relevant professional qualification of independent Not applicable

Name of firm (where appropriate) ………………………………………………………………………

Addre 4 Cranmere Drive

……………………………………………………………………………….. Post Code …………M33 4LB

Date 28-Nov-21

Sep-21

2015 Circuit R and P.xls

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Name of Circuit Sale 1909

Declarations and Scrutiny

I confirm that these Receipt and Payment based accounts for the year to 31 August 2021 ha of the Circuit and that they include all funds under the control of the Circuit meeting.

Signature of treasurer ……………………………………………………… Date…………………

Name and address of treasurer Helen Norman

48 Framingham Road Sale M33 3SH

Presentation to the Circuit meeting

I confirm that the annual report and accounts for the year ended 31 August 2021 were/will b

presented to the Circuit meeting held on …………….. 26-Jan-22

Signature of the Chair of the meeting ……………………………………………………………… Name of the Chair of the meetin Richard P Mottershead

Independent Examiner’s Report to the Trustees of the

Sale ……………………..…………………….. Circuit

Charity Number ………….. 1151757

Responsibilities and basis of report

I report to the trustees on my examination of the accounts of the Sale Circuit for the year ended 31 August 2021 set out on pages 1 to 3. As the Circuit’s trustees preparation of the accounts in accordance with the requirements of the Charities Act 2011 (

I report in respect of my examination of the Circuit’s accounts carried out under section 145 examination, I have followed all the applicable Directions given by the Charity Commission

Name of Circui

Sale

Independent Examiner’s Statement

I have completed my examination. I confirm that no material matters have come to my atten examination (other than that disclosed below*) which give me cause to believe that in, any m

I have no concerns and have come across no other matters in connection with the examina drawn in this report in order to enable a proper understanding of the accounts to be reached

I have/have not* obtained independent verification of all investments with the Trustees for M other trusts, bank balances and funds at the Central Finance Board of the Methodist Church £10,000 (ten thousand pounds) at the balance sheet date.

Signature of independent examiner ………………………………………………………………

Name of independent examiner Mr David Phillips

Relevant professional qualification of independent examiner ……… Not applica

Name of firm (where appropriate) …………………………………………………………………

Addres 4 Cranmere Drive

……………………………………………………………………………….. Post Code …………

Date 28-Nov-21

delete or circle as appropriate

ave been prepared from the records

……..

11/28/2021

be*

………

1/26/2022

, you are responsible for the ‘the Act’).

of the Act and, in carrying out my under section 145(5)(b) of the Act.

1909

ntion in connection with the material respect:

or

tion to which attention should be d.

Methodist Church Purposes or held in h which are individually in excess of

….

able

……

……

M33 4LB