## **Trustees’ annual report for the period** **From: 01/09/2023 Period start date 31/08/2024 To: Period end date** **Charity name: Trinity Methodist Church Barton upon Humber Charity registration number: 1159452** ## **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 &
disciple of the Methodist Church.
b) Any charitable purposes of the
Connexion, District, Circuit and any
other organisation of the Methodist
Church.| |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 main activities for the public benefit are:
a. Maintain the Christian faith through
the provision of public worship open
to all.
b. Provide community service through
pastoral visitation to private and
residential homes as required.
c. Provide community service through
facilitation of non-religious events
such as the Living Later Lives Well
(LLLW) project, Senior persons
lunches, New Age Kurling, Coffee
mornings and Book Sales.
d. Provision of community service
through low price letting of rooms to
established local organisations.
e. Collection point for donations to local
food bank.| |Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|The Trustees have regard to the Charity
Commissions guidance on public benefit and
have no reason to depart from it.| ## **Additional information (optional)** You may choose to include further statements where relevant about: ||SORP reference|| |---|---|---| |Policy on grant making|Para 1.38|N/A| |Policy on social investment
including program related
investment|Para 1.38|N/A| |Contribution made by
volunteers|Para 1.38|A significant part of the activities undertaken
by the Church are performed by volunteers –
Living Later Life Well project, Catering,
Property, Pastoral etc.| |Other||N/A| ## **Achievements and performance** |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|Trinity Methodist Church Barton continues to
be an integral part of the wider community in
Barton, volunteers have helped use of the
building for Barton Arts Functions, monthly
lunches, weekly coffee mornings, monthly
book & cake sales, use of Church by local
schools for services. Our LLLW project
promotes Pilates, Yoga, painting, pottery,
Chair Based exercise classes, music
mornings and weekly wednesday coffee
morning, plus various other events.| |---|---|---| **Additional information (optional)** You may choose to include further statements where relevant about: |Achievements against
objectives set|Para 1.41|N/A| |---|---|---| |Performance of fundraising
activities against objectives
set|Para 1.41|N/A| |Investment performance
against objectives|Para 1.41|N/A| |Other||N/A| ## **Financial review** |**Financial review**||| |---|---|---| |Review of the charity’s
financial position at the end
of the period|Para 1.21|Our financial position has remained stable
during the past year and there should be no
issues continuing the charities work in the
community.| |Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|Our Reseve Policy is for 6 months
assessments and utility bills.| |Amount of reserves held|Para 1.22|£22897| |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|There are no uncertainties at present
regarding the ongoing activities of the charity| ## **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|The Churches main source of funds is the
regular free will giving by congregation
members, supplemented by donations,
lettings, Gift Aid and GASDS. The LLLW
Project is supported by grants received for
specific activities.| |---|---|---| |Investment policy and
objectives including any
social investment policy
adopted|Para 1.46|N/A| |A description of the principal
risks facing the charity|Para 1.46|N/A| |Other||N/A| ## **Structure, governance and management** |Description of charity’s
trusts:||| |---|---|---| |Type of governing document:
for example,trust deed,
memorandum and articles of
association etc|Para 1.25|Deed of Union (1932) and Methodist Church
Act (1976)| |How is the charity
constituted?
for example limited company,
unincorporated association,
CIO|Para 1.25|Act of Parliment| |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|Nominated by Church Groups and appointed
by Church Council.
Ministers are ex-officio Trustees| |---|---|---| |||| |**Additional information (optional)**
You may choose to include further statements where relevant about:|**Additional information (optional)**
You may choose to include further statements where relevant about:|**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|Methodist Conference leaflet ‘Role of a
Trustee’ given as a training document to
each Trustee| |The charity’s organisational
structure and any wider
network with which the
charity works|Para 1.51|Part of Barton, Brigg and Wolds Circuit,
accountable to the Lincolnshire District and
Methodist Conference| |Relationship with any related
parties|Para 1.51|N/A| |Other||N/A| ## **Reference and administrative details** |Charity name|Trinity Methodist Church Barton upon Humber.| |---|---| |Other name the charity uses|N/A| |Registered charity number|1159452| |Charity’s principal address|Trinity Methodist Church
10 Holydyke
Barton upon Humber
DN18 5PS| **Names of the charity trustees who manage the charity** |1
2
3
4
5
6
7
8
9
10
11
12
13
14|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year **|**Name of person (or body) entitled**
**to appoint trustee (ifany)**| |---|---|---|---|---| ||Rev Sally Jane
Long|Superintendent
Minister||Ex-officio| ||Pamela McCartney|Church Secretary||Church Council| ||Malcolm Bailey|Circuit Steward||Circuit Meeting| ||WendyFowler|Lettings Secretary||Church Council| ||Anne Morgan|Pastoral Secretary||Church Meeting| ||Judith Lawtey|Chair Resources &
Mission Committee||Church Meeting| ||Ruth Annie Blythe|Church Steward||Church Meeting| ||Rosalind Johnson|Senior Church
Steward||Church Meeting| ||John McCartney|Treasurer||Church Meeting| ||Keith Robinson|Church Steward||Church Meeting| ||Jane Webster|Church Steward||Church Meeting| |||||| |||||| |||||| – Corporate trustees names of the directors at the date the report was approved **Director name** |**Director name**|| |---|---| ||| ||| |Name of trustees holding title to property belonging to the charity|| |**Trustee name**|**Dates acted if not for whole year**| |The Trustees for Methodist
Church Purposes (Custodian
Trustees)|| ||| **Funds held as custodian trustees on behalf of others** |Description of the assets
held in this capacity|None| |---|---| |Name and objects of the
charity on whose behalf the
assets are held and how this|None| falls within the custodian charity’s objects Details of arrangements for safe custody and None segregation of such assets from the charity’s own assets ## **Additional information (optional)** **Names and addresses of advisers (optional information)** |**Names and addresses of advisers (optional information)**|**Names and addresses of advisers (optional information)**|**Names and addresses of advisers (optional information)**| |---|---|---| |**Type of**
**adviser**
**Name**
**Address**||| |Auditor|Carrie Jensen ACA|26 St Mary’s Gate, Grimsby| |||| |||| |||| |**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/directors** |**Signature(s)**
**Full name(s)**
**Position (for example**
**Secretary, Chair, etc)**
**Date**|_Pam McCartney_|_Pam McCartney_|_Judith Lawtey_|_Judith Lawtey_|| |---|---|---|---|---|---| ||||Judith Lawtey||| |||Church Secretary||Chair Resources & Mission
Committee|| |||13thJune 2025|||| |||13thJune 2025|||| CHURCH RECEIPTS AND PAYMENTS ACCOUNTS THE METHODIST CHURCH STANDARD FORM OF ACCOUNTS Trinity Methodist Church Barton upon Humber Church FOR THE YEAR ENDED 31 August 2024 Barton, Brigg & Wolds Circuit Circuit no. 17111 Registered Charity - Charity Registration number If not a registered charity His 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) 11594552 Minister: Rev Sally Long Church Stewards: Mrs R Blythe Mrs P Mccartney Mrs R Johnson Mrs AC Morgan Mrs J Lawtey Mr J Mccartney Miss J Webster Mr K Robinson Treasurer". Mr J Mccartney 2nd draft TMC SFA 2023-2024.xls ACCOUNTS FOR THE YEAR ENDED 31 AUGUST 2024 Trinity Methodist Church Barton upon Humber Church SECTION A Unrestricted Restricted Funds Funds Totals this year Totals last year a1 RECEIPTS Note Offerings and Tax recovered Bank and CFB interest and Investment income Lettings Olher receipts TOTAL RECEIPTS 38,437 38,437 41,347 2,730 2,730 1,453 g,093 9,093 6,540 a5 26,294 36,462 62,756 113,016 45,995 95,335 76,554 36,462 (a7} SECTION B b1 PAYMENTS b2 Circuit Assessment or Share Donations 36,000 36,000 36,000 b3 b4 Repairs and Maintenance Utilities Ilnsurances, waler char es, heatin htin 7,561 7,561 4,824 b5 15,056 15,056 9.753 b6 b7 Other payments TOTAL PAYMENTS 40,436 99,053 40,436 99,053 39,674 b8 {b9) 90,251 SECTION C NET RECEIPTSIPAYMENTS FOR THE YEAR c1 (a6-b8) (22,499) 36,462 13,963 5.084 Total funds brought forward from last year 83,979 83,979 (c6) 74,074 Sub total (¢1+c2) 61,480 36,462 97,942 79,158 Transfers and adjustments (c7) 4,821 TOTAL FUNDS AT END OF YEAR (c3+c4) 61,480 36,462 97,942 (c8) 83.979 {c6) SECTION D FOR INFORMATION ONLY: MONEY RECEIVED AND PASSED ON TO EXTERNAL ORGANISATIONS (these amounts are not to be included in total receiptslpayments figures above) Balance brought forward from last year d1 (14) d2 OfferingslGifls - received for external organisalions 4,398 345 d3 OfferingslGifts passed to external organisations 4,398 331 d4 BALANCE STILL TO BE PAID (d1+d2-d3} 2of5 2nd draft TMC SFA ?0?3.?0?4.xL Trinity Melhodist Church Barton upon Humber Church UMMARYOFCHURCH AC OUNTS AND INTERNAL ORGANISATIONS REP RTING OTHE HURCH C UNCIL SECTION E Please f Ilow the Guidance Notes to ctsm lete his Summèry of th& Church 8c¢ounts for the year ended 31 August 2024 and Iniernal Organisalions reporting to the Chuich Counc411Church Meeting. Note Ihai the funds of an Internal Organisaiion would normally be Restncted funds unless It could be ¢leady sh¢)wn that they could be used for any Methodist purpose Thi5 se¢lion musi be completed lo arrlve al the gross incorne and expenditure lolgls ol the Church. If gross income exceed5 the Ac¢nJals threshold, then the Acciuals method of accounting AND A DIFFERENT FORM musl be used to report the accounts (see bAethodis1 websilel. Please reler to the guidance nole5 regarding transfeis between the District and connected District Or9anisalioDs. INTERNAL ORGANISATIONS Receipts Payments Net Receipts I Payments (1,4081 Adjustments Opening balances C105ing balances East Halton Chapel 1.874 3.282 2.429 1,021 ¢4 e7 Sub tol21 of Internal anisalions funds 1,874 3.282 11,4081 2.429 le111 1,021 le121 Church ac¢ounts Itotals brought forward from page 2_ totals tolumnl TOTAL CASH FUNDS HELD BY CHURCH 113,016 la71 99.053 Ib91 13,963 Ic71 83,979 Ic61 97.942 Ic81 ¢10 114,890 102.335 12.555 2.429 83,979 Ixl 98.963 ly) Continue on a separate sheet if necessary and bnng the 1018ls forward TOTAL RECEIPTS TOTAL PAYMENTS SECTION F TATEMENT OFASSETSAND LIABIUTIES CHURCH . CASH FUNDS HELD at 31 August 2024 Cash in hand OPENING BALANCES CLOSING BALANCES Bank Curient Account 30,668 46,654 Bank Deposit Account f4 Centrèl Finance Board 46,557 44,279 Trustees for Methodist Church Purposes Other funds 6,611 7.009 143 SUB TOTAL. Church accounts 83,979 Ic61 97,942 (¢81 Toial funds held by Internal Organisations (the closing balance lolal frorn abovel le121 1.021 le121 TOTAL CASH FUNDS HELD BY CHURCH 83,979 98,963 lyl SECTION G At At OTHER ASSETS and LIABILITIES 1 September 2023 31 August 2024 Inveslmenis linclude Endowmerit51 g2 Land & 8uildlnps15ee rKJles re In$urance value) 5.705.190 6,271,452 Other Assets 128,733 177,891 g4 Loanlsl- show amount oulslanding al year end 85 r4 Include only Funds held at the Cenlral Finance Board f5 Include only Funds held al Trustees for Methodist Church Purposes 91 t￿lUde arry other investments Inol the cash elernent of TMCP trijsts accounts this Is Included in line f5 2ThJdrattTMC SFA !pill.Trn:.I xls .?nf Name of Church: Trinity Methodist Church Barton upon Humber No: 17111 Declarations and Scrutiny I confirm that these Receipt and Payment based accounts for the year to 31 August 2024 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 . 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 confimi that the annual report and accounts for the year ended 31 August 2024 werelw+lW presented to the meeting of the Church trustees held on !J-ocf Zo2y Signature of the Chair of the meeting Name of the Chair of the meeting Date Its 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 for the year ended 31 August 2024 set out on pages 1 to 3 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 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(5)(b) of the Act. delete or circle as appropriate 2nd dfafl TMC SFA 2023-2024 xls 4of5 Name of Church: Trinity Methodist Church Barton upon Hurnber No: 17111 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 havelhave 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 examiner Relevant professional qualification of independent examiner Name of firm (where appropriate) .fwa.i.-ff¢ £• Q Post Code I l Q&u Date delete or circle as appropriate Form Rewewed Au*24 2nd draft TMC SFA 2023-2024.xls 5of5 CHURCH RECEIPTS AND PAYMENTS ACCOUNTS THE METHODIST CHURCH STANDARD FORM OF ACCOUNTS Trinity Methodist Church Barton upon Humber Church FOR THE YEAR ENDED 31 August 2024 Barton, Brigg & Wolds Circuit Circuit no. 17111 Registered Charity - Charity Registration number If not a registered charity His 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) 11594552 Minister: Rev Sally Long Church Stewards: Mrs R Blythe Mrs P Mccartney Mrs R Johnson Mrs AC Morgan Mrs J Lawtey Mr J Mccartney Miss J Webster Mr K Robinson Treasurer". Mr J Mccartney 2nd draft TMC SFA 2023-2024.xls ACCOUNTS FOR THE YEAR ENDED 31 AUGUST 2024 Trinity Methodist Church Barton upon Humber Church SECTION A Unrestricted Restricted Funds Funds Totals this year Totals last year a1 RECEIPTS Note Offerings and Tax recovered Bank and CFB interest and Investment income Lettings Olher receipts TOTAL RECEIPTS 38,437 38,437 41,347 2,730 2,730 1,453 g,093 9,093 6,540 a5 26,294 36,462 62,756 113,016 45,995 95,335 76,554 36,462 (a7} SECTION B b1 PAYMENTS b2 Circuit Assessment or Share Donations 36,000 36,000 36,000 b3 b4 Repairs and Maintenance Utilities Ilnsurances, waler char es, heatin htin 7,561 7,561 4,824 b5 15,056 15,056 9.753 b6 b7 Other payments TOTAL PAYMENTS 40,436 99,053 40,436 99,053 39,674 b8 {b9) 90,251 SECTION C NET RECEIPTSIPAYMENTS FOR THE YEAR c1 (a6-b8) (22,499) 36,462 13,963 5.084 Total funds brought forward from last year 83,979 83,979 (c6) 74,074 Sub total (¢1+c2) 61,480 36,462 97,942 79,158 Transfers and adjustments (c7) 4,821 TOTAL FUNDS AT END OF YEAR (c3+c4) 61,480 36,462 97,942 (c8) 83.979 {c6) SECTION D FOR INFORMATION ONLY: MONEY RECEIVED AND PASSED ON TO EXTERNAL ORGANISATIONS (these amounts are not to be included in total receiptslpayments figures above) Balance brought forward from last year d1 (14) d2 OfferingslGifls - received for external organisalions 4,398 345 d3 OfferingslGifts passed to external organisations 4,398 331 d4 BALANCE STILL TO BE PAID (d1+d2-d3} 2of5 2nd draft TMC SFA ?0?3.?0?4.xL Trinity Melhodist Church Barton upon Humber Church UMMARYOFCHURCH AC OUNTS AND INTERNAL ORGANISATIONS REP RTING OTHE HURCH C UNCIL SECTION E Please f Ilow the Guidance Notes to ctsm lete his Summèry of th& Church 8c¢ounts for the year ended 31 August 2024 and Iniernal Organisalions reporting to the Chuich Counc411Church Meeting. Note Ihai the funds of an Internal Organisaiion would normally be Restncted funds unless It could be ¢leady sh¢)wn that they could be used for any Methodist purpose Thi5 se¢lion musi be completed lo arrlve al the gross incorne and expenditure lolgls ol the Church. If gross income exceed5 the Ac¢nJals threshold, then the Acciuals method of accounting AND A DIFFERENT FORM musl be used to report the accounts (see bAethodis1 websilel. Please reler to the guidance nole5 regarding transfeis between the District and connected District Or9anisalioDs. INTERNAL ORGANISATIONS Receipts Payments Net Receipts I Payments (1,4081 Adjustments Opening balances C105ing balances East Halton Chapel 1.874 3.282 2.429 1,021 ¢4 e7 Sub tol21 of Internal anisalions funds 1,874 3.282 11,4081 2.429 le111 1,021 le121 Church ac¢ounts Itotals brought forward from page 2_ totals tolumnl TOTAL CASH FUNDS HELD BY CHURCH 113,016 la71 99.053 Ib91 13,963 Ic71 83,979 Ic61 97.942 Ic81 ¢10 114,890 102.335 12.555 2.429 83,979 Ixl 98.963 ly) Continue on a separate sheet if necessary and bnng the 1018ls forward TOTAL RECEIPTS TOTAL PAYMENTS SECTION F TATEMENT OFASSETSAND LIABIUTIES CHURCH . CASH FUNDS HELD at 31 August 2024 Cash in hand OPENING BALANCES CLOSING BALANCES Bank Curient Account 30,668 46,654 Bank Deposit Account f4 Centrèl Finance Board 46,557 44,279 Trustees for Methodist Church Purposes Other funds 6,611 7.009 143 SUB TOTAL. Church accounts 83,979 Ic61 97,942 (¢81 Toial funds held by Internal Organisations (the closing balance lolal frorn abovel le121 1.021 le121 TOTAL CASH FUNDS HELD BY CHURCH 83,979 98,963 lyl SECTION G At At OTHER ASSETS and LIABILITIES 1 September 2023 31 August 2024 Inveslmenis linclude Endowmerit51 g2 Land & 8uildlnps15ee rKJles re In$urance value) 5.705.190 6,271,452 Other Assets 128,733 177,891 g4 Loanlsl- show amount oulslanding al year end 85 r4 Include only Funds held at the Cenlral Finance Board f5 Include only Funds held al Trustees for Methodist Church Purposes 91 t￿lUde arry other investments Inol the cash elernent of TMCP trijsts accounts this Is Included in line f5 2ThJdrattTMC SFA !pill.Trn:.I xls .?nf Name of Church: Trinity Methodist Church Barton upon Humber No: 17111 Declarations and Scrutiny I confirm that these Receipt and Payment based accounts for the year to 31 August 2024 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 . 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 confimi that the annual report and accounts for the year ended 31 August 2024 werelw+lW presented to the meeting of the Church trustees held on !J-ocf Zo2y Signature of the Chair of the meeting Name of the Chair of the meeting Date Its 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 for the year ended 31 August 2024 set out on pages 1 to 3 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 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(5)(b) of the Act. delete or circle as appropriate 2nd dfafl TMC SFA 2023-2024 xls 4of5 Name of Church: Trinity Methodist Church Barton upon Hurnber No: 17111 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 havelhave 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 examiner Relevant professional qualification of independent examiner Name of firm (where appropriate) .fwa.i.-ff¢ £• Q Post Code I l Q&u Date delete or circle as appropriate Form Rewewed Au*24 2nd draft TMC SFA 2023-2024.xls 5of5