Trustees’ Annual Report for the period
From: 01/09/2024 Period start date To: 31/08/2025 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 & discipline 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. Maintaining the Christian faith through the provision of public worship open to all. b. Provide community service through pastoral visitation to private and residential homes. c. Provide community service through facilitation of non-religious events such as Living Later Lives well (LLLW) project, senior persons lunches, new age kurling, coffee mornings, book sales etc. d. Provision of community service through low priced letting of rooms to established local organisations. e. Collection point for donations to our 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 had 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 – LLLW Project, Catering, Property, Pastoral etc. |
| Other | N/A |
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 | Trinity Methodist Church Barton continues to be an integral part of the wider community in Barton, volunteers have helped use the historical building for weekly coffee mornings, monthly Book & Baking Sales, use of our Church by local schools for services. Our LLLW project promotes Pilates, Yoga, painting, pottery, needle felting, Chair Based Exercise, music mornings, guitar group, Grief support and a weekly Wednesday coffee morning, plus other events as arranged. |
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 | The charities 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 Reserves Policy is for 6 months assessments and utility bills. |
| Amount of reserves held | Para 1.22 | £27600 |
| 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 members of the congregation, 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 (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 | Act of Parliament |
| 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 the Church Council. Ministers are ex-officio Trustees. |
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’ is provided 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 the 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 5HY |
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 11 12 |
Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee (ifany) |
|---|---|---|---|---|
| Rev Robert Roberts |
Superintendent Minister |
Ex-Officio | ||
| Pamela McCartney | Church Secretary | Church Council | ||
| WendyFowler | Lettings Secretary | Church Council | ||
| Anne Morgan | Pastoral Secretary | Church Meeting | ||
| Judith Lawtey | Chair Resources & Mission Committee |
Church Meeting | ||
| Ruth 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 | ||
| Margaret Butterfield |
None | Church Meeting | ||
– 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
Trustee name Dates acted if not for whole year
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 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) | 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
Signature(s) Pamela McCartney Judith Lawtey Full name(s) Pamela May McCartney Judith Lawtey Position (eg Secretary, Chair Resources and Mission Church Secretary Chair, etc) Committee Date 09/06/2026
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 2025 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 HMFiC number is equivalent to a registered charity number in terms of evidence of charitable slalus and may be used lo give lo 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 Slalutory Instrument 2014 No.2421 11594552 Minister.. Rev Robert Roberts 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 Mrs W Fowler Treasurer.. Mr J Mccartney TMC SFA 2024-2025- Amended.xlsx 1 of5
ACCOUNTS FOR THE YEAR ENDED 31 AUGUST 202S Trinity Methodist Church Barton upon Humber Church UnrestrScted RestTlCted Fund Funds Totals this year Totsls last year SECTION A a1 RECEIPTS Note a2 Offerings and Tax recovered Bank 2nd CFB interest and Investment incorne 36,556 36,556 38,437 a3 1.853 1,853 2.730 a4 Lellings Other receipts TOTAL RECEIPTS 9,182 11,188 58.779 9,182 9,093 62,756 113,016 a5 39.333 39,333 50,521 98,112 a6 la71 SECTION b1 PAYMENTS b2 Circuit Assessment or Share 37,325 37,32S 36,000 b3 Donations b4 Repairs and Maintenance Ulililies Ilnsurances, water charges, healin hlingi 16,237 16,237 7,561 b5 16.334 16,334 15.056 b6 b7 Other payments TOTAL PAYMENTS 4,211 74,107 49,417 53,628 40,436 b8 49,417 123.524 Ib91 99,053 SECTION C NET RECEIPTSIPAYMENTS FOR THE YEAR ¢1 la6-b81 115,3281 110,D841 125,4121 13,963 c2 Total funds brought forward from last year 61,480 36.462 97,942 Ic61 83,979 ¢3 Sub total Ic1 +c21 46,152 26,378 72,530 97,942 Transfers and adjLJslmenls Ic7 c5 TOTAL FUNDS AT END OF YEAR Ic3+c41 46,152 26,378 72,530 Ic81 97,942 Ic61 SECTION D FOR INFORMATION ONLY.. MONEY RECEIVED AND PASSED ON TO EXTERNAL ORGANISATIONS (these amounts arg not to be included In total recglptslpaymgnts figures above) d1 Balance brought forward from last year d2 OfferingslGifls - received for external organisalions 92 d3 OfferingslGilts passed ID external organisalions 92 d4 BALANCE STILL TO BE PAID Id1 +d2-d31 2of5 TMC SFA 2024-2025-Amended.x15X
Trinity Melhodisl Church Barton upon HumberChur¢h SUMMARY OF CHURCH ACCOUNTS AND INTERNAL ORGA NS NCI SECTION E hÈ Guidance Notes to com Summary ol the Church accounts for kne year8n¢ed 31 Augu812O25 Ahd IntFrnal Org3niS8tions pOrtin9 to the Church Counclllchurch Meeting Noie that the lunds ol an Inlernal Or9anisalion would normally be Resiricled luna$ unless Il ¢ould b8 clèarly shown th81 they could be used lor any Meihod15l Pufpose This section mu51 be compleied 10 arrive allhe gross Income and expendiiure Loials of the Church. 11 gross illcome exceeds A¢ciu81$ threshdd, Iben Ih&A¢¢rual$ method of 8ccovrnling AND A DIFFERENT FORM Tnu51 be u3ed 10 reportlhe a¢¢ounl$15ee meihodislweb5ilel Please relerto the guidance noles regarding Iranslefs bebNeen the Di¥iri¢i INTERNAL ORGANISATIONS Net Receiptsi P8ym&nis Op&ning lances R8¢•iPI$ Payments AOju51meTrts Closing balance5 Ea¥1 Halton Mgthodi$t Church 2.452 3,1 3,239 2.537 e7 e8 anisalion5 lurbos 2,45Z 3,154 3,239 2,537 •12 Church accounts Ilotals brought forward from paue e9 98,112 123,524 le71 97,942 72,530 TOTAL CASH FUNDS HELD BY CHURCH 100,564 126.67 101,181 7S.067 Conbnue on a separale shqel i* necessary and bring the lolals IopNafd TOTAL RECEIPTS TOTAL PAYMENTS SECTIQN F YATEMENT SETS AND LIAB5LITI CHURCH- CASH FUNDS HELD at 31 August 2025 OPENING BALANCES CLOSING BALANCES Cash in Mand Bank CurrenlAccounl 46,654 25,021 8ank DeposilA¢¢ounl 44,279 40,259 Tru$iees foT Melho¢151 Church Purp05e5 7,009 7,250 f6 Other funds SUB TOTAL- Chur¢h ac¢ount8 97.942 leei 72.520 ICBI balance t81 liom 8bOV81 le121 3,239 2,637 TOTAL CASH Fu0$ HELO BY ¢HURCH 101,181 75,067 SECTION G Al Al OTHER A55ETS alld LIABILINES 1 Seplember2024 31 Augv$i 2025 Investmen15 (include Endowmenlsl Land & Build1ng$1$00 notes re In$vran¢¢ value) 6.271.452 8.459.809 Other A5sels 177,891 183.228 Loanls1- showarnounlou15Linding al yearend f5 Include only Fund5 held alTrnslees lor Methodi51 Church Purp052S gl Include any other In¥25bnents Inoithe cash elernenl olThlCP trusts 3CCOunts this Is Included In Iln¢ IS TMC SFA )L)I.2$-Amdtdil5 3of5
Name of Church.. Trinity Methodist Church Barton upon Humber No.. 17111 Declarations and Scrutiny I confirm th8t these Receipt and Payment based accounts for the year to 31 August 2025 have been prepared from the records of the Church and that they indude all funds under the Control of the Church trustees. Signature of treasurer. Date.. I Name and address of treasufer.. Joh Cartney 4, Greenway, Barton upon Humber, North Lincolnshire Post Code.. DN18 SHY Presentation to the Church trnstees I confimi that the annual report and accounts for the ye lo the meeting of the Church trustees held on ..J.*. ended 31 August 2025 werethll be" presented Signature of the Chair of the meeting: Name of the Chair of the meeting: Rev Robert Roberts Date . Independent Examinerfs Report to the Trustees of the Trinity Methodlst Church Barton upon Humber Rosponsibilitles and basis of report l port lo the trustees on my examination of the accounts of the Trinity Methodist Church for the year ended 31 August 2025 Set out on pages 1 to 3 As the Church'$ trustees, you are responsible for the pparatIOn of the accounts in accordance Trmth the requirements of the Charities Act 20111'the Act'}. l pOrt in respect of my examination of the Church's accounts carried out under section 145 of the Act and, in carying out my examination. I have followed all the applicable Directions given by the Charity Commission under section 14515){bl of the Act. delete or circle as appropriate TMC SFA202¥202S 4ofS
Name of Church.. Trinity Methodist Church Barton upon Humber 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 lolher 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 verif ication 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) focceJ.kJ.....É4ol Address .36.....Sw.f14.....s+...mA.¢.y.'.5.. sir., 5QmJEY Post Code D.N!21 I l!L) Date delete or circle as appropriate TMC SFA 2024-2025- Amended.xlsx 5of5
RESERVES POLICY of TRINITY METHODIST CHURCH BARTON UPON HUMBER {"Church Council X iCiKui¥•048ÈFIetll> General Funds held al YIE 31108125 £ 51243 Restricted Funds held at YIE 31108125 £ 21287 Endowment Funds held £0 ReseeS policy for General Funds Our general funds are made up of. CFB Dèposit Aceount£40259 (£21660 restricted for Vlsion use, £18599 part of Trinity reserve), TMCP £7250, i2:. Totsl Funds £72530. (£3467 available for (lQfl8ral Ti-inlty use, £0 part of Trfnlty reseNe. and £21287 restrlcted for LLLW Church Council had decided that our reserve should cover 6 months assessments, plus utilities, approx. £27600. 5. Polic for Restrictsd Funds Sunday School Funds (£267} remaln available for use organisations working wlth children i.e. Messy Church. These, and Vlslon Project funds, may be called upon to as51St pay assessments rf thore are insufficient general funds available. 'Vision Project Funds, remain in Trinity CFB Deposit Account for use in work to maintain the church and renovate the caretskers cottage. LLLW funds are restricted for use in managing and running the project. Terms relatlng to End0ent Funds held NIA This Reserves Policy has been approved by Trinity Methodist Church, Barton upon Humber ("Church Council X Treasurer Trustee Full name John Robert Mccartney Full Name Judith Lawtey Signature Signature dAIJ-
RESERVES POLICY Report on behalf of TRINITY METHODIST CHURCH BARTON UPON HUMBER rchurch Counclv BARTON UPON HUMBER & BRIGG rcircuit MeetinglDi8trict) We submit our annual report in accordan wth the Iiiil We have agreed a Reserves Policy which is requirements of the Methodist conferen and the set out overleaf and is recorded in the Charity Commission guidance in CC19_ trustees, minutes and our Annual Report {11 The trustees have established their mission aims taking into account all of the resources available in terms of people, propety and money To {iv) recognise the need to be accountable as charity trustees for all the money whid) comes into our hands and will provide further information as reqLtired by th8 CircuiUDislricVConnexion lill Mission iniliativeslprojects have bean costed or estimates made of projected future costs which take into account the needs of the buildings and the requirements of the Quinquennial Inspection Reportls Iv) Our Report is attached overleaf please delete as appropriate To be completed by ReIving Body The BARTON, BRIGG & WOLDS CIRCUIT "Circuit Meeting klSlE1 received the RESERVES POLICY of TRINITY METHODIST CHURCH BARTON UPON HUMBER "Church Council l Eifeuitm Policy accepted and acknowledgement sent to the trustees YES Policy noteii and the following enquiries made of the Iruslees Responses received and any further adion taken 'ClrcultlDlstrfct Signatures Please delete as a Date............ ro te