## **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 1 of 5 |**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| 2015 Circuit R and P.xls 2 of 5 **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 3 of 5 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. * delete or circle as appropriate 2015 Circuit R and P.xls 4 of 5 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: - the accounting records were not kept in accordance with section 130 of the Act; or - the accounts do not accord with the accounting records. 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 - delete or circle as appropriate Sep-21 2015 Circuit R and P.xls 5 of 5 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 * delete or circle as appropriate 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 - the accounting records were not kept in accordance with section 130 of the Act; o - the accounts do not accord with the accounting records. 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