##
##
||||||||||||Un-|Circus||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|||||||||||ls¹dst ed||Model Trust||Restricted|Totals this||Totals lest|
||SECTION A||||||||||Funds|Fund||Funds|Ifeal'||Iieet'|
|a1|RECESrTS|||||||Nota||||||||||
|e2|~t!Share||||||||||83900||||||109811|
|e3|Ca
1st recel|||||||||||331964|||||163481|
|a4|Bank and CFBinterest and|||||||||||||||||
||Investment
income||||||||||4905|9127|||14032|||
|a5|Grants|||||||||||||6000|6000|||
|a6|Other receipts|||||||||30580||||||||
|a7|TOTAL RECESrTS|||||||||119385||341091||6000|466476|(aS|331054|
||SECTION B|||||||||||||||||
|b1|PAYMENTS|||||||||||||||||
|b2|Stipends, salaries,
uavel costs|NIC,||Pension||and||||119426|||||119426||118613|
||||||||||||||||29369||9923|
|b4|Administration
etc||||||||||5374|524|||5898||4684|
|b6|District Assessment|||||||||33568|||||||33912|
|b6|Grants &donations||||||||||1000|115485|||116485||29764|
|b7||||||||||||||||||
||||||||||||9355|||1107|10462||71813|
|bg|TOTAL PAYMENTS|||||||||198092||116009||1107|315208||268709|
||SECTION C|||||||||||||||||
|c1|NET RECEIPTSIPAYMENTS FOR
THE YEAR||||||||||78707|225082||~3|151268||62345|
|c2|Total funds brou
ht|forward|||from|last||ar||139723||183977||35423|359123|c6|296778|
|c3|Subtotal|||||||ct+c2|||61016|409059||40316|510391||359123|
|c4|Transfers and ad'ustments|||||||||230000||-230000||||||
|o|Toro.rooorftrrlloofttal|||||||¹~tcpt||ttttlt||tfttt99||rtl319|~919391|.3|~trottt|
||SECMON D|||||||||||||||||
||OR INFORMATION||ONLY: MONEY|||||RECEIVED|||AND PASSED ON TO|||EXTERNAL|ORGANISATIONS|||
|d|these amounts
should|||not|be inchtded||||in total||recei tsfpayments||above)|||||
|d1|glance br
t forward|||from lest||||r||||||||||
|d2|Offeri
s/Gifts
- received|||for external|||||anisations|||||||||
|d3|Oiferings/Gifts
—passed to external||||||organisations|||||||||||
|d4|ALANCE STILLTO BEPAID d1||||||+|d2|-d3|||||||||
||SECTION E
Summary ofIhe Ctrcuh accounts for Ihe year ended 31August 2023 and Internal
Orgmdsatlons
reporting
to lhe Circug Meeting. Hole th81 Ihe funds ofan
mtamsl~woukl norrnagy be R eemkm kmds unless
It could be clearly shown gmt they could be used fcr any Modrodm
purpose.
This
secgot must be~to an(vs sl the gross receipts snd payments kxsB ofthe cfrcmL Ifgrass income exceeds the AcousB tmslxN d0250,000,|SECTION E
Summary ofIhe Ctrcuh accounts for Ihe year ended 31August 2023 and Internal
Orgmdsatlons
reporting
to lhe Circug Meeting. Hole th81 Ihe funds ofan
mtamsl~woukl norrnagy be R eemkm kmds unless
It could be clearly shown gmt they could be used fcr any Modrodm
purpose.
This
secgot must be~to an(vs sl the gross receipts snd payments kxsB ofthe cfrcmL Ifgrass income exceeds the AcousB tmslxN d0250,000,|SECTION E
Summary ofIhe Ctrcuh accounts for Ihe year ended 31August 2023 and Internal
Orgmdsatlons
reporting
to lhe Circug Meeting. Hole th81 Ihe funds ofan
mtamsl~woukl norrnagy be R eemkm kmds unless
It could be clearly shown gmt they could be used fcr any Modrodm
purpose.
This
secgot must be~to an(vs sl the gross receipts snd payments kxsB ofthe cfrcmL Ifgrass income exceeds the AcousB tmslxN d0250,000,|SECTION E
Summary ofIhe Ctrcuh accounts for Ihe year ended 31August 2023 and Internal
Orgmdsatlons
reporting
to lhe Circug Meeting. Hole th81 Ihe funds ofan
mtamsl~woukl norrnagy be R eemkm kmds unless
It could be clearly shown gmt they could be used fcr any Modrodm
purpose.
This
secgot must be~to an(vs sl the gross receipts snd payments kxsB ofthe cfrcmL Ifgrass income exceeds the AcousB tmslxN d0250,000,|SECTION E
Summary ofIhe Ctrcuh accounts for Ihe year ended 31August 2023 and Internal
Orgmdsatlons
reporting
to lhe Circug Meeting. Hole th81 Ihe funds ofan
mtamsl~woukl norrnagy be R eemkm kmds unless
It could be clearly shown gmt they could be used fcr any Modrodm
purpose.
This
secgot must be~to an(vs sl the gross receipts snd payments kxsB ofthe cfrcmL Ifgrass income exceeds the AcousB tmslxN d0250,000,|SECTION E
Summary ofIhe Ctrcuh accounts for Ihe year ended 31August 2023 and Internal
Orgmdsatlons
reporting
to lhe Circug Meeting. Hole th81 Ihe funds ofan
mtamsl~woukl norrnagy be R eemkm kmds unless
It could be clearly shown gmt they could be used fcr any Modrodm
purpose.
This
secgot must be~to an(vs sl the gross receipts snd payments kxsB ofthe cfrcmL Ifgrass income exceeds the AcousB tmslxN d0250,000,|SECTION E
Summary ofIhe Ctrcuh accounts for Ihe year ended 31August 2023 and Internal
Orgmdsatlons
reporting
to lhe Circug Meeting. Hole th81 Ihe funds ofan
mtamsl~woukl norrnagy be R eemkm kmds unless
It could be clearly shown gmt they could be used fcr any Modrodm
purpose.
This
secgot must be~to an(vs sl the gross receipts snd payments kxsB ofthe cfrcmL Ifgrass income exceeds the AcousB tmslxN d0250,000,|SECTION E
Summary ofIhe Ctrcuh accounts for Ihe year ended 31August 2023 and Internal
Orgmdsatlons
reporting
to lhe Circug Meeting. Hole th81 Ihe funds ofan
mtamsl~woukl norrnagy be R eemkm kmds unless
It could be clearly shown gmt they could be used fcr any Modrodm
purpose.
This
secgot must be~to an(vs sl the gross receipts snd payments kxsB ofthe cfrcmL Ifgrass income exceeds the AcousB tmslxN d0250,000,|SECTION E
Summary ofIhe Ctrcuh accounts for Ihe year ended 31August 2023 and Internal
Orgmdsatlons
reporting
to lhe Circug Meeting. Hole th81 Ihe funds ofan
mtamsl~woukl norrnagy be R eemkm kmds unless
It could be clearly shown gmt they could be used fcr any Modrodm
purpose.
This
secgot must be~to an(vs sl the gross receipts snd payments kxsB ofthe cfrcmL Ifgrass income exceeds the AcousB tmslxN d0250,000,|SECTION E
Summary ofIhe Ctrcuh accounts for Ihe year ended 31August 2023 and Internal
Orgmdsatlons
reporting
to lhe Circug Meeting. Hole th81 Ihe funds ofan
mtamsl~woukl norrnagy be R eemkm kmds unless
It could be clearly shown gmt they could be used fcr any Modrodm
purpose.
This
secgot must be~to an(vs sl the gross receipts snd payments kxsB ofthe cfrcmL Ifgrass income exceeds the AcousB tmslxN d0250,000,|SECTION E
Summary ofIhe Ctrcuh accounts for Ihe year ended 31August 2023 and Internal
Orgmdsatlons
reporting
to lhe Circug Meeting. Hole th81 Ihe funds ofan
mtamsl~woukl norrnagy be R eemkm kmds unless
It could be clearly shown gmt they could be used fcr any Modrodm
purpose.
This
secgot must be~to an(vs sl the gross receipts snd payments kxsB ofthe cfrcmL Ifgrass income exceeds the AcousB tmslxN d0250,000,|SECTION E
Summary ofIhe Ctrcuh accounts for Ihe year ended 31August 2023 and Internal
Orgmdsatlons
reporting
to lhe Circug Meeting. Hole th81 Ihe funds ofan
mtamsl~woukl norrnagy be R eemkm kmds unless
It could be clearly shown gmt they could be used fcr any Modrodm
purpose.
This
secgot must be~to an(vs sl the gross receipts snd payments kxsB ofthe cfrcmL Ifgrass income exceeds the AcousB tmslxN d0250,000,|
|---|---|---|---|---|---|---|---|---|---|---|---|---|
||than Iha Acwuam
method
ofeccourwng
AND|A DEFERENT FGRM must be used to|||||rsporl the|acccunw|(so8Methodist
rmbwle).||ptcsso|refer to Ihe|
||guidance
nutso regarding
transfers
between|the Circuit and crmnccmd|||Circuit Organtscdcrw.||||||||
||||||Nat RvosbSU||||||||
||||||PS||||||||
|||||||||||(811|||
||Circuit ecowaas (talab
brouaht fmwsm
fmvr
psav 2 - totals cob
i
466476||315208||151268||||2
359123|||510391|
|Io|HELM sv cmcurr
ktbb(P7k||9U(52425||(5(242)||||359123|||%(03%)|
||Conmue
on 8saparvw
ars8I If acevvsrf sfm
trvw tha Iotab forward
TOTAL RECEMTS||TOTAL
PAYNENTS||||||||||
|||||||||||||CLOS(NG|
||CSICUIT - CASH FIRSTS HELO ~I31
2823|||||||||||BALANCES|
|Q|Sank Cwnwl Accourt||||||||152542||||
|rv|Central Finsrc
Sowd|||||||||||252666|
||||||||||183977|||179059|
|IT|SUBTOTAL||||||||359123|(cs)||510391|
||Total funds hald by kvvmW Omvmmuonc
gha||||||||||||
||bvwno
torch above
(~12)|||||||||alt|||
|IV|TOTAL CASH FUNOS HELD SYCIRCUIT||||||||359123|||510391|
||||||||||I 3
2022|||31
2S23|
|2|Larld slid
ses nolle ro insirnmos
v8tra||||||||||||
||Ivlmsrv ~F ~nskl vrlhvcwwolFI
vo||||||||||||
||ts Inrkvle only CFS Frmds hald al Trustvm
for Msuvvsm||Chvrrh Purposes||||||||||
||gt srmrdc
wry ower wvasvnwm
(not ma calo elemws||or TMcp oust|accounts|UUS8swerted||in kne f5)||||||
##
##
##
##
##
||Names ofthe charity|trustees who manage th|e charity||||
|---|---|---|---|---|---|---|
||Trustee name|Oface llfany)|Dates acted if
not for whole|Name ofpa(son for body)
entitled to appoint trustee||(lf|
||||ear|an|||
|||Ex Officio Circuit||Methodist
Conference|||
||Revd Steven Bennett|Superintendent|||||
|||Minister|||||
||Revd Judith
Lincoln|Ex Officio Circuit
Minister|pt/pg/2p23|Methodist
Conference|||
||Miss Rosemary
Krull|Senior Circuit
Steward||Circuit Meeting|||
||Mr Paul Gregory|Circuit Steward/
Treasurer||Circuit Meeting|||
|||Circuit||Circuit Meeting|||
||Mrs Rosemary
Gilling|Steward/Circuit|20/06/2023||||
|||meetin
secreta|||||
||Mrs Sue Baldwin|Circuit Steward|20/06/2023|Circuit Meeting|||
||Mr Andrew
Gilling|Circuit Steward|20/06/2023|Circuit Meeting|||
||Mr Robin Jenks|Circuit Steward|20/06/2023|Circuit Meeting|||
||Mrs Janet Widdess|Circuit Steward|20/06/2023|Circuit Meeting|||
||Revd Tim Widdess|Circuit Steward|20/06/2023|Circuit Meeting|||
|10|Mr
John Trebble|Circuit Safeguarding
Officer||Circuit Meeting|||
||Mrs Linda Trebble|Mission
in Britain
Re resentative||Circuit Meeting|||
|12|Mrs Jill Bethel|World Missions||Circuit Meeting|||
|||Treasurer|||||
|13|Mr Christopher
Luker|Secretary —LP&WL
and Circuit Pro e||Circuit Meeting|||
||Mrs Celia Dewfall|Secretary —All We
Can||Circuit Meeting|||
|15|Mrs Judy Allen|Representative||Brean Methodist|Church||
|16|Mrs Rosemary
Baker|Representative||Brean Methodist|Church||
|||||||||Brent Knoll Methodist|
|---|---|---|---|---|---|---|---|---|
||17||Mrs Gill Poulter|Representative||||Church|
|||||||||Brent Knoll Methodist|
||18|Mrs Clsraine Clark||Representative||||Church|
|||||||||Bumham-on-Ses|
||19||Mr David Patient|Representative||||Methodist
Church|
|||||||||Bumham-on-Sea|
||2i0||Mr Geoffrey Stait|Representative||||Methodist
Church|
|||||||||Bumhamwn-Sea|
|||Mrs Marian Kingsbury||Representative||||Methodist
Church|
|||||||||East Brent Methodist|
||22||Mrs Jill Legg|Representative||||Church|
|||||||||East Brent Methodist|
||23||Mrs Margaret Scott|Representative||||Church|
|||||||||East Brent Methodist|
||24||Mr Gordon Legg|Representative||||Church|
||25||Mrs Ann Brown|Reserve||||East Brent Methodist
Church|
||26||Mrs Susan Baldwin|Representative||||Locking Castle LEP|
||27||Mrs Adele Lloyd|Representative||||Locking Castle LEP|
||28||Mr Rob Missen|Representative||||Milton Methodist
Church|
||29||Miss Zoe Missen|Representative||||Milton Methodist
Church|
||||Mrs Lynn Daniels|Representative||||Milton Methodist
Church|
||31||Mr Brian Dallimore|Representative||||Milton Methodist
Church|
|||||||||Boumville StAndrews|
||32||Mrs Deborah
Moore|Representative||||LEP|
||||Mr Adrian Tupper|Representative||||Boumville StAndrews
LEP|
|||Mrs Brenda Goddard||Representative||||Boumville StAndrews
LEP|
||35||Mrs Margaret
Fryer|Representative||||Boumville StAndrews
LEP|
||36||Mrs Pat Bidmead|Representative||||Uphill Methodist
Church|
||37||Mrs Janice Barrett|Representative||||Uphill Methodist
Church|
||38||Mrs Ann Hunt|Representative||||Uphill Methodist
Church|
||39|Mrs Christine
Thomas||Representative||||West Huntspill
Methodist
Church|
||40|Miss Maureen
Cavill||Representative||||West Huntspill
Methodist
Church|
|T|eofadviser||||||||
|Auditor
Architect/Survs||or|Dr Anne Hicks
Russell Palmer|Tarrs Farm
Hi
h View,|ham
BS240HD
Brean Road
L m
Axminster
Road, Honiton,
Devon EX149TJ||||
||arne ofchief executive or names ofsenior|||staff members|(Optional|Information)|||
||~
a|~ ~
~
~||
|---|---|---|---|
|Description
ofthe charity's trusts||||
||Type of governing
document|I Deed of Union (1932)and Methodist
Church Act (1976)||
||(ag. trust deed, constitution)|||
||How the charity is constituted|Act of Parliament||
||(ag. trust, association,
company)|||
||Trustee selection methods|Appointed
by local churches
and existing trustees||
||(eg. appointed
by, elected by)|||
|Additional
governance
Issues (Optional
information)||||
|You may choose to include
additional
information,
where||Training/induction
Range of guidance
provided
by the Methodist
Connexion||
|relevant,
about:||Structure||
|~|policies and procedures|Part ofthe Bristol District ofthe Methodist
Church and accountable|to the|
||adopted for the induction
and|Methodist
Conference||
||training
oftrustees;|Related Parties||
|~|the charity's
organisational
structure
and any wider|Ellen Stanley Coleman
Trust (have trustees
in common)||
||network
with which the charity
works;|Risk Management
1. Safeguarding
Policy adopted
annually,
and risks monitored|by the|
|~
~|relationship
with any related
parties;
trustees'
consideration
of
major risks and the system
and procedures
to manage
them.|Circuit Safeguarding
Officer.
2.
GDPR under the guidance
ofTrustees for Methodist
Church
Purposes
3. The major risk is the decline
in membership
and signNcant
negative
impact on the income ofthe churches. Against this
reduction
in income, the main items of expenditure
for the Circuit
are fixed by the Methodist
Conference
(Assessment/Stipends)
and||
|||these will decreased as the decision has been made to reduce the||
|||number of Ministers
in the Circuit from 09/2023.||
|||The Circuit Leadership
team regularly
consider the consequences||
|||of new and existing
risks and take advice from professionals|and|
|||the wider Methodist
Church where necessary.||
|||~ ~||
|||The purposes
ofthe 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|
|Summary ofthe objects ofthe||discipline ofThe Methodist
Church;||
|charity set out in ibr
governing
document||B) Any charitable
purpose
for the time being ofany Connectional,
District, Circuit, local or other organisation
ofThe Methodist||
|||Church;||
|||C) Any charitable
purpose
for the time being of any society or||
|||institution
subsidia
or ancilla
to The Methodist
Church||
||D) Any purpose for tha time being of any charity being a charity
subsidiary
or ancillary to The Methodist
Church|||
|---|---|---|---|
|Summary
ofthe mein
activities
uiMjerbtken
for the|The Circuit produces a quarterly
Preaching
Plan to ensure
regular acts of
worship take place at each ofthe 8Methodist
Churches
and 3 Local
Ecumenical
Partnerships
in its geographical
area. These are open to all|||
|public benefit In relation to
these objects (include within
this section the statutory
declaration
that trustees have
had regard to the guidance
issued by the Charity|people, without charge.
The Minister
in Other Appointment
provides a Chaplaincy
Service to the
Local Hospice.
The Trustees have had regard tothe Charity Commission's
guidance
on|||
|Commission
on public|public benefit.|||
|benefit)||||
|Additional
details ofobjectives|and activities (Optional
information)|||
||Grant licking
The Circuit Model Trust Fund contains the funds from the sale of chapels
and manses and is restricted
by the Methodist
Conference.
This
restriction
is an internal
regulation
though the fund can be used for a
variety ofpurposes. The Trustees have drawn
up a set ofground
rules to
ensure that grants made from the Circuit Model Trust Fund are used|||
||effectively for mission and capital works,|||
|You may choose to include|Investment|||
|further statements,
where|Funds are held in a local Bank Account with excess funds invested
both|||
|relevant,
about:|with:|||
|~
policy on grantmaking;|1. The Central Finance Board of the Methodist
Church and
2.
Tr eteee f{)fMeth{){tigt Church Purp{)ses.|||
|~
policy programme
related||||
|investment;|Two manses are not currently
occupied
by staff ofthe charity
but may|be|'|
|~
contribution
made by
volunteers.|required
in the future as follows.
1. Manse unoccupied
as Minister has have special temporary
permission
to reside elsewhere.|||
||?. Maneg formerly unoxupied
as two Ministers resided
in the sgme
Manse. This will change
in the next Stationing
of Ministers|||
||(annually
by Conferencaj
and the Trustees
will need to review
likelihood ofthe property
being required t**o** house a Minister
in|the||
||future.|||
||The charity benefits from rental income (at market rates).|||
||Volunteers
—The Chari
relies heavil
on the
oodwill ofvolunteers|||
|||~ I||||~
~
~||||
|---|---|---|---|---|---|---|---|---|---|
|Summary
ofthe main
achievements
ofthe charity
during
the year||||||In 2020 the Circuit Leadership
reviewed
its 5year plan and produced a
revised
Mission Statement.
Further work will be required
on the Mission
Plan
in 2023/4 to reflect the reduced
number of Ministers
and the post-
COVID landscape.||||
|||||||The Circuit Leadership
Team has observed the building
of numerous||new||
|||||||homes within Weston-Super-Mare
with interest and has started to work||||
|||||||on the new Mead Fields Estate
The extent ofthis missional
activity has||||
|||||||been severely
restricted
by the withdrawal
of funding
for such activities.||||
|||||||In addition
the ability to work in the Estate was delayed
by Lockdown||||
|||||||regulations.
Nevertheless,
the Circuit Meeting is keen to proceed with||||
|||||||this work as soon as possible. A Pioneer Worker has been appointed||on||
|||||||a part-time
basis to reinvigorate
this objective.||||
|||||||The Circuit Leadership
Team maintains
links with other voluntary
and||||
|||||||charitable
organisations
that share
its values
in order to support those|||in|
|||||||need in the local area and advance the Christian
faith.||||
|||||||In conjunction
with the District Safeguarding
Officer, the Circuit||||
|||||||Safeguarding
team has planned
a range ofsafeguarding
training
and||||
|||||||refresher
training
during the year. Delivery of such training
has been||||
|||||||revised to recognise the inability of members
to meet.
A package of||||
|||||||blended
learnin
is now available.||||
|Brief statement
charity's
policy|||ofthe
on reserves|||The charity maintains
funds to cover 6 month's
average expenditure
ongoing
capital expenditure.
In addition,
a sum is held to meet any
unforeseen
major item ofexpenditure
on manses,
and/or to continue|and|||
|||||||planned
activities
in the event ofthe closure ofa large church or an||||
|||||||inability to raise the full Circuit Assessment
from churches.||||
|||||||It is necessary to hold sufficient working
capital to enable the payment|||of|
|||||||ministerial
stipends
and business
expenditure
for 2 ministers,
salary of
Circuit Administrator,
and our contribution
to the District.|||a|
|||||||The charity has reviewed
its commitment
to its ministers
and the next||||
|||||||available date for significant
change to this expenditure
is September||||
|||||||2026.||||
|Details ofany funds materially
in deficit||||||None||||
|Further financial||||review details||(Optional
information)||||
|You may||choose||to include||Principal Sources of Funding||||
|additional
information,
where
relevant
about:
~
the charity's
principal
sources offunds (including
any fundraising);||||||Most ofthe charity's
income is provided
by the local churches
by way of
assessment
and (in the case of Local Ecumenical
Partnerships)
by
donation.
Churches
have been given an assessment
holiday
in 2023/4 to
enable them to strengthen
their own finance post-COVID, and for
missional
purposes
in their area.||||
|~|how expenditure
has
supported
the key objectives|||||Other income is received from the letting ofa manse and from investment
interest.||||
||ofthe|charity;||||||||
|~|investment
policy and
objectives
including
any|||||How expenditure
has supported
the key objectives ofthe charity
Payment
ofminister's
stipends
and associated costs||||
|TAR||||||||||
|||||||March 2012||||
|ethical investment
adopted.|policy|Payment
ofManse costs for ministers
Payment
of District Assessment
which is used to fund the work ofthe
wider Methodist
Church|Payment
ofManse costs for ministers
Payment
of District Assessment
which is used to fund the work ofthe
wider Methodist
Church|Payment
ofManse costs for ministers
Payment
of District Assessment
which is used to fund the work ofthe
wider Methodist
Church|Payment
ofManse costs for ministers
Payment
of District Assessment
which is used to fund the work ofthe
wider Methodist
Church|
|---|---|---|---|---|---|
|||Grants to churches|and Circuit projects.|||
|||Investment
policy|and objectives including|any ethical investment||
|||policy adopted.
The Central Finance Board ofthe Methodist||Church|and with Trustees for|
|||Methodist
Church|Purposes
have ethical investment||policies.|
|||-||||
|||~
~
~|.
~
.
~|||
|None||||||
|||~
. .
~||||
|The trustees declare|that they|have approved the trustees'
report above.||||
##