2022-08-31-accounts - Trinity Methodist Church, Barton Upon Humber

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Trustees’ Annual Report for the period

From 01/09/2021 Period start date To 31/08/2022 Period end date

Charity name: Trinity Methodist Church Barton upon Humber

Charity registration number: 1159452

Objectives and Activities

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SORP
reference
The purposes of the Methodist Church
are and shall be deemed to have been
since the Date of Union the
advancement of:
Summary of the a. The Christian faith in accordance
purposes of the charity with the doctrinal standards &
Para 1.17
as set out in its discipline of The Methodist
governing document Church.
b. Any charitable purposes of the
Connexion, District, Circuit and
any other organisation of The
Methodist Church.
The main activities for the public benefit
are:
a. Maintaining the Christian faith
through the provision of public
worship open to all.
b. Provide community service
through pastoral visitation to
Summary of the main
private and residential homes.
activities in relation to
c. Provide community service
those purposes for the
through facilitation of non-
public benefit, in Para 1.17
particular, the activities, and 1.19 religious events such as senior
persons lunches, new age kurling,
projects or services
coffee mornings, book sales,
identified in the
Living Later Life Well project etc.
accounts.
d. Provision of community service
through low priced letting of
rooms to established local
organisations.
e. Provision of storage for local food
bank - items for homeless
persons.
Statement confirming
whether the trustees The Trustees have regard to the Charity
have had regard to the Para 1.18 Commissions guidance on public benefit
guidance issued by the and have had no reason to depart from
Charity Commission on it.
public benefit
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Additional information (optional)

You may choose to include further statements where relevant about:

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SORP reference
Policy on grant making Para 1.38 N/A
Policy on social
investment including
Para 1.38 N/A
program related
investment
A significant part of the activities
undertaken by the Church are
Contribution made by
Para 1.38 performed by volunteers – Catering,
volunteers
Property, Pastoral, Living Later Life
Well project etc.
Other N/A
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Achievements and Performance

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SORP reference
Summary of the main Trinity Methodist Church Barton
achievements of the continues to be an integral part of the
charity, identifying the wider community in Barton,
difference the charity’s Para 1.20 volunteers have helped use the
work has made to the historical building for National
circumstances of its heritage week, Barton Arts functions,
beneficiaries and any musical events for our older people,
wider benefits to society monthly lunches, Flower festivals,
as a whole. weekly coffee mornings, Messy
churches with local schools, monthly
Book Sales and the Living Later Life
Well project.
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Additional information (optional)

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You may choose to include further statements where relevant about:
Achievements against Para 1.41
N/A
objectives set
Performance of
fundraising activities Para 1.41 N/A
against objectives set
Investment performance
Para 1.41 N/A
against objectives
Other N/A
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Financial Review

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The charities financial position has
Review of the charity’s
improved during the past year and
Para 1.21
financial position at the
there should be no issues continuing
end of the period
the charities work in the community.
Statement explaining
the policy for holding Reserve policy is for 6 months
Para 1.22
reserves stating why assessments and utility bills.
they are held
Amount of reserves held Para 1.22 £22,500
Reasons for holding zero
Para 1.22 Not applicable
reserves
Details of fund materially
Para 1.24 None
in deficit
Explanation of any
There are no uncertainties at present
uncertainties about the
Para 1.23 regarding the ongoing activities of the
charity continuing as a
charity.
going concern
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Additional information (optional)

You may choose to include further statements where relevant about:

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The Churches main source of funds is
regular giving by members of the
The charity’s principal
congregation, supplemented by
sources of funds Para 1.47
donations, lettings, Gift Aid and
(including any
grants for the Living Later Life Well
fundraising)
Project.
Investment policy and
objectives including any Para 1.46 N/A
social investment policy
adopted
A description of the
principal risks facing the Para 1.46 N/A
charity
Other N/A
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Structure, Governance and Management

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Description of charity’s
trusts:
Type of governing
document Para 1.25 Deed of Union (1932) and Methodist
(trust deed, royal Church Act (1976)
charter)
How is the charity
constituted?
Para 1.25 Act of Parliament
(e.g unincorporated
association, CIO)
Trustee selection
methods including
details of any
Nominated by Church Groups and
constitutional provisions
Para 1.25 appointed by Church Council,
e.g. election to post or
Ministers are ex-officio Trustees.
name of any person or
body entitled to appoint
one or more trustees
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Additional information (optional)

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You may choose to include further statements where relevant about:
Policies and procedures
Methodist Conference leaflet ‘Role of
adopted for the
Para 1.51 a Trustee’ given as a training
induction and training of
document to each Trustee.
trustees
The charity’s
Part of the Barton upon Humber &
organisational structure
Brigg Methodist Circuit, accountable
and any wider network Para 1.51
to the Lincolnshire District and
with which the charity
Methodist Conference
works
Relationship with any
Para 1.51 N/A
related parties
Other N/A
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Reference and Administrative details

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Charity name Trinity Methodist Church Barton upon Humber
Other name the charity N/A
uses
Registered charity 1159452
number
Charity’s principal Trinity Methodist Church
address 10 Holydyke
Barton upon Humber
DN18 5PS
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Names of the charity trustees who manage the charity

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Name of person (or body)
Dates acted if not for
Trustee name Office (if any) entitled to appoint trustee
whole year
(if any)
Superintendent
1 Sally Jane Long Ex-officio
Minister
Pamela Church Secretary Church Council
2
McCartney
3 Wendy Fowler Lettings Secretary Church Council
4 Malcolm Bailey Circuit Steward Circuit Meeting
Christine Church Council
5 Church Council
Bellamy Member
Secretary –
6 Edwin Bellamy Finance & Church Council
Property
Ruth Annie
7 Pastoral Secretary Church Council
Blythe
8 William Blythe Property Steward Church Council
Church Council
9 Norman Hornsby Church Council
Meeting
Senior Church
10 Rosalind Johnson Church Meeting
Steward
11 Judith Lawtey Church Steward Church Meeting
12 Anne Morgan Circuit Steward Circuit Meeting
13 John McCartney Treasurer Church Meeting
14 Keith Robinson Church Steward Church Meeting
15 Jane Webster Church Steward Church Meeting
16
17
18
19
20
21
22
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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

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Trustee name Dates acted if not for
whole year
The Trustees for
Methodist Church
Purposes (Custodian
Trustees)
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Funds held as custodian trustees on behalf of others

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Description of the assets
None
held in this capacity
Name and objects of the
charity on whose behalf
the assets are held and
None
how this falls within the
custodian charity’s
objects
Details of arrangements
for safe custody and
segregation of such None
assets from the charity’s
own assets
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Additional information (optional)

Names and addresses of advisers (Optional information)

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Type of Name Address
adviser
Archite Donald Kitching Blacksmith House, Smithy Lane, Bigby, North
ct Lincolnshire
Auditor Carrie Jensen ACA 26 St Mary’s Gate, Grimsby
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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.

on behalf of the charity’s trustees

Signature(s) Full name(s) Pamela May McCartney Judith Lawtey Position (eg Chair Resources & Mission Church Secretary Secretary, Chair, etc) Committee Date 19[th] May 2023

CHURCH RECEIPTS AND PAYMENTS ACCOUNTS THE METHODIST CHURCH STANDARD FORM OF ACCOUNTS Trinity Methodist Church 8arton upon Humber Church FOR THE YEAR ENDED 31 August 2022 Barton & Brigg Methodist Circuit Circuit no. 17111 Registerod Charity- Charlty Registration number 1159452 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) Minister: Rev Sally Long Church Stewards: Mrs R Blythe Mrs P Mccartney Mrs R Johnson Mrs A Morgan rs J Lawtey Mr J Mccartney Mrs J Webster Mr K Robinson Treasurer- Mr J Mccartney Ghur¢h R and P 2015.xls 1 of5

ACCOUNTS FOR THE YEAR ENDED 31 AUGUST 2022 Trinity Methodist Church Barton upon Humber Church SECTION A Unrestricted Restricted Tot818 thlg Funds Funds year Tota18 last year a1 RECEIPTS Note a2 Offerings and Tax recover Bank and CF8 interest and Investment income 42.169 42,169 42,425 a3 189 189 30 a4 Letlings Other receipts TOTAL RECEIPTS 4,854 35,894 83,106 4.854 4,075 47,865 94,395 as 35,894 83.106 a6 la71 SECTION 8 b1 PAYMENTS b2 Circuit Assessment or Share 36,000 356 36,000 356 35,080 b3 Donations b4 Repairs and Maintenance Ulililies Ilnsurances, water cha es, healin & li hlin 2,224 2,224 3,695 b5 8.130 8,130 7,825 b6 b7 Other payments TOTAL PAYMENTS 26,579 26,579 73,289 20,500 b8 73,289 Ib91 67,100 SECTION C NET RECEIPTSIPAYMENTS FOR THE YEAR c1 la6-b8) 9.817 9,817 27,295 c2 Total funds brought forward from last year 68.920 68,920 Ic61 41.625 c3 Sub total Ic1+c21 78,737 78,737 68,920 c4 Transfers and adjuslmenls Ic7} c5 TOTAL FUNDS AT END OF YEAR Ic3+c41 78,737 78,737 le81 68,920 Ic6) SECTION D FOR INFORMATION ONLY.. MONEY RECEIVED AND PASSED ON TO EXTERNAL ORGANISATIONS (these amounts are not to be Included in total recgl tslpayments fl ures above) d1 Balance brought forward from last year 128 40 d2 OfferingslGifls - received for external organisalions 625 154 d3 OfferingslGifts passed lo external organisalions 767 66 d4 BALANCE STILL TO BE PAID Id1 +d2.d3) 1141 128 Church R and P 2015.%1s 2015

Trfnlty Methodi41 Church Barton upon HumbÈr chUh SECTION E Svtnmary Of th¢ Church a¢counl$ forlhe yEa< ÈThdeu 31 August 2022 and1hiern21 Orgafti$81ion$ feportilg 10 Ihe Chur¢h C¢un¢iVChur¢n Meeiirtg. Noie th81 fund5 01 an Internal OTganisallon would Troima11y b2 ReslriGle¢ funds unless Il could be cloafly showfi thallhey Gould be used lor any Melhodisl PUFpose. This section mu51 be compleled lo arrive al the gro55 income and expendhlureloials of the Church. KgfOS6 ineome exceeds Ihe Accru8lsthre$hold. then the £cTual# mÈthixlaf accounli AND A DIFFERENT FORM mu$l be used io rèwrnihe accounts (see Melhodlslweballel. Pk8$e ler to Ihe guidarL¢8 no regarding traTrsler5 bpiweell the DI51Trct and conneclÈd DislriGI Organisalions. INTERNAL ORGANISATIONS Receip Payments Nei Receiplsl Payffnis Openiw baL4nce5 Adjustments Cwing D8Jofices Ladles Fellowshlp 62 e2 Sunday School 24 $24 13,334} 3.334 ¢4 e5 Sub total of lTrlem Or anisations ftsnd$ 524 586 £621 13.334} 3,398 Church accounts (totals 'U9htforward from pagè totals column) 83,10 73.289 9,817 68,920 78.737 TOTAL CASH FUNDS HELD BY CHURCH 03.630 75,975 9,7S 13,3341 72,316 78.737 lyl CoDlinue Dn a separhie sheet il esary and the toia15 forward TOTAL RECEIPTS TOTAL PAYMENTS SECTION F TATEM HURCH- CASH FUNDS HELD at 31 August 2022 OPENING BALANCES CLOSING 8ALAN¢ES C$h Iwnd Bank CurrenlAccount 27,821 34,266 Bank Deposit A¢¢ounl r4 centr FInan Board 37.813 37,955 Trustees for Met1$$ Church PLwes 3.486 6.516 Other ndS B TOTAL- chUh accounts 68,920 78,737 Ic81 Total lunds h¥0 by Inifjfflal Org8nK4abon$ lthe¢losing balancetotal from above) le12) 3,396 le121 TOTAL CASH FUNDS HELD BY CHURCH 72,316 78,737 6ECTION G Al OTHER A58ETSafid LIABILITIES 1 Sepiemtser 2021 31 Augv612022 Inve8imeni$ Ilnclude Endowenl$l d & Btsifdings (see nos lTh$urance value) 4.733.947 5.781.766 OlhtrA$5et8 108.551 116,922 Loanls1- shLviafflountoutstsnding atyeartnd 85 f4 Inclltde ClY Funds hdd al the Central Financ8 8oatd f5 Indude only Fvnds Wd 81 Tmslee5 lor Methodist Church PurpDse5 01 Include any othÈr investments (not the cash element DITMCP IFV$b a¢¢t$ lard i¥ Included in line fs 201$ChuthRP.X1S 3Df5

Name of Church: Trinity Methodist Church Barton upon Humber No.. 17111 Declarations and Scrutiny I confirm that thesè Receipt and Payment based accounts for the year to 31 August 2022 have been prepared from the records of the Church and that they include all funds under the control of the Church trustees. Signature of treasurer . Date..... OL Name and address of treasurer.. John R Mccartney 4, Greenway, Barton upon Humber, North Lincolnshire Post Code.. DN18 SHY Presentation to the Church trustees I confirm that Ihe annual report and accounts for the year ended 31 August 2022 werelwill be. presented to the meeting of the Church trustees held on Signature of the Chair of the meeting Name of the Chair of the meeting Date . Independent Examiner's Report to the Trustees of the Trinity Methodist Church Barton upon Humber Charity Number 1159452 Responsibilities and basis of report I report to the trustees on my examination of the accounts of the Trinity Methodist Church Barton for the year ended 31 August 2022 set oul on pages to As the Church's trustees, you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 ('the Act'i. I report in respect of my examination of the Church'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(51(b) of the Act. delete or circle as appropriate 2015 chur¢h R and P S 4of5

Name of Church.. Trinity Methodist Church Barton upon Humber No.. 17111 Independent Examiner's Statement I have completed my examination. I confimi that no material matters have come to my attention in connection with the examination (other than that disclosed below'l 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 reGords. I have no concerns and have come across no other matters in connection with the examination to which 9ttention should be drawn in this report in order to enable a proper understanding of the accounts to be .eached. I have I have not" obtained independent verification of all investments with the Trustees for Methodist Church PLJrposes or held in other trusts, bank balances and funds at the Central Finance Board of the Methodist Church which are individually in eXsS of £10,000 (ten thousand pounds) at the balance sheet date. Signature of independent examiner Name of independent examiner Relevant professional qualification of independent examiner ame of firm (where appropriate) Address Post Code Date delete or circle as appropriate Sep-22 2015 churth R and P.5 Sot5