This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator.

| = || CHARITYFOR ENGLAND COMMISSIONAND WALES

Trustees’ Annual Report for the period From Period start date 1.09.2022 To 31.08.2023 Period end date Charity name: Tiverton United Church (Methodist & URC) Charity registration number: 1174508 Objectives and Activities steers Summary of the purposes of | Para 1.17 The purpose of the Charity is to advance the charity as set out in its the Christian faith in the area of benefit in governing document accordance with the principles and practices of the participating Churches which form the LEP. Summary of the main Para 1.17 and The Church undertakes many outreach activities in relation to those | '"? initiatives including coffee mornings, toddler purposes for the public group and pre-school. The Pre-School is part benefit, in particular, the of our caring for others at the same time as activities, projects or attracting people to the premises. Following . i os Covid we have continued with the worship services identified in the sheets for housebound folk, and for those not accounts. on the internet the worship sheets have been hand delivered or sent to them and pastoral support is given either personally or over the telephone. Dry Rot has been discovered in the balcony of the Church and Architects have been employed to project manage this problem. Discussions are also taking place as to the future use of the building which is too large for the congregation. Our commitment is to work with the community to help with the problem of isolation, include all people from all strands of society as well as sharing the love of God and to include: a) The celebration of public worship; b) the teaching of the Christian faith; c) mission and evangelism; d) pastoral work, including visiting the sick and bereaved; e) the provision of facilities with a Christian ethos for the local community, including (but not restricted to) the elderly, the young and other groups with special needs; and f) the support of other charities in the UK and overseas Statement confirming Para 1.18 We confirm the trustees have had regard to whether the trustees have the Charity Commission’s guidance on had regard to the guidance public benefit, policy on grant making, issued by the Charity policy programme related investment and Commission on public contributions made by volunteers. benefit

Additional information (optional)	Additional information (optional)
You may choose to include further statements where relevant about: P	S0RPreferencePO ; Para 1.38 ee be
	Para 1.38
. oo, Policy on social investment
including program related
investment
		The coffee mornings and toddler group are
Contribution made by	Para 1.38	run byvolunteers and the management committee ofTiverton Little Stars the pre-
volunteers		school.
Ce	nd

Achievements and Performance

----- Start of picture text -----
a The Church continues to re-evaluate its
achievements and looks at different ways
of working within the community and for the
Summary of the main Fara 420 community. The Church has quite an
achievements of the charity, , elderly congregation which needs continual
identifying the difference the support.
charity's work has made to
the circumstances of its On the other end of the scale the Church
beneficiaries and any wider has been continuing with the running of the
benefits to society as a pre-school in challenging times. The pre-
whole. school committee meet regularly to discuss
the children’s activities, their involvement at
community events and the financial issues.
----- End of picture text -----

Additional information (optional) You may choose to include further statements where relevant about:

Achievements against		Para 1.41
objectivesset	.

Performance offundraising
activities against objectives	Para 1.41
set
Investment performance	Para 1.41
against objectives
mm

Financial Review

[tise A financial position at the end ofthe period Statement explaining the Para 1.22 We aim to retain balances equating to six	[tise A financial position at the end ofthe period Statement explaining the Para 1.22 We aim to retain balances equating to six	[tise A financial position at the end ofthe period Statement explaining the Para 1.22 We aim to retain balances equating to six
policy for holding reserves		months expenditure
stating why they are held
=	reserves deficit
Explanation ofany	Para 1.23
uncertainties about the
charity continuing as a going
concern
Additional information (optional)
You may choose to include further statements where relevant about:
		The receipts are accounted for by offerings
		and tax recovered together with Bank and
The charity’s principal sources offunds (including	Pat 1-47
any fundraising)		addition theAccounts show the receipts
		received from the Pre-School which is run
		and owned by the Church
Investment policy and
objectives including any	Pats 146
social investment policy
adopted
A description ofthe principal	Para 1.46 pememe fs	mr

Structure, Governance and Management

ai trusts:		rr which is a LEP
How is the charity	Para 1.25	The Superintendent Minister chairs all
constituted?		meetings and the body oftrustees
		appointed by a Congregational Meeting
		who serve for a period of 3 years
Trustee selection methods	Para 1.25	Appointed by a Congregational Meeting as
including details ofany		above as laid down in the Constitution.
constitutional provisions e.g.		Superintendent Minister is automatically a
election to post or name of		trustee.
any person or body entitled
to appoint one or more
trustees

Additional information (optional)

You may choose to include further statements where relevant about:

		The Church has a named Safeguarding
		Officerand has adopted a safeguarding
Policies and procedures		policy. .DBS checks are undertaken and a
adopted forthe induction	Par 1.01	safeguarding course is completed by in-
and training oftrustees		house training, this is an ongoing process.
		All required members have attended a
		Foundation Course.
		A RiskAssessment ofthe premises and
		PAT testing of electrical equipment is
		undertaken annually.
		The URC members have joined with the
		Methodist members in a Local Ecumenical
The charity’s organisational structure and anywider	Para 1.51	Partnership toworship as a single congregation. The Methodist memberswho
network with which the		form byfar the larger part ofthe
charity works		congregation are one ofnine
		churches that form the Tiverton and
		Wellington Methodist Circuit, two ofthose
		Churches being Petton Methodist Church
		and Upham Methodist Church are a class
		ofTiverton. The Church building is vested
		in the Trustees for Methodist Church
		Purposes as custodian trustees
Relationship with any	Para 1.51
related parties
me

Reference and Administrative details

||Othernamethechariyuses
|
—“‘“CS~~~:™C~zY| |---| |Charity’s principal address
11 St Peter Street,| |Tiverton,| |Devon| |poce|

Names of the charity trustees who manage the charity

Corporate trustees — names of the directors at the date the report was approved TS [Dirsctorname a ee ee a ee

Name of trustees holding title to property belonging to the charity

|Trusteename |actedifnotforwholeyear‘Dates | sO a sO ee es

Funds held as custodian trustees on behalf of others

Description of the assets 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

----- Start of picture text -----
|
----- End of picture text -----

Additional information (optional)

Names and addresses of advisers (Optional information)

Type of adviser	Name	Address
Independent	MrJ Anderson	Meadowside, High Street, Halberton,
Examiner		Tiverton,Devon

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

Full name(s) | Nicholas Lakin | Chair, etc) Date) 54 January 2024 |

CHURCH RECEIPTS AND PAYMENTS ACCOUNTS

THE METHODIST CHURCH STANDARD FORM OF ACCOUNTS

Tiverton United

Church

FOR THE YEAR ENDED Thursday 31 August 2023

Tiverton & Wellington Circuit

----- Start of picture text -----
24/16
----- End of picture text -----

Registered Charity - Charity Registration number

----- Start of picture text -----
\iV4Aso?
----- End of picture text -----

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)

Minister:

{)

----- Start of picture text -----
)
----- End of picture text -----

Church Stewards:

Treasurer:

Tiverton receipts-and-payments-2023.xls

1 of 5

Name of Church.................. Tiverton United...........

Independent Examiner’s Statement

| have completed my examination. | 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:

e the accounting records were not kept in accordance with section 130 of the Act; or e the accounts do not accord with the accounting records.

| 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.

| have/have-net* 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 examinera Name of independent examiner .........John Anderson..........

Relevant professional qualification of independent examiner ......BA

CPFA......

Nameoffirm (where appropriate) ............N A... cece cee cece cee eee eens ee eaeees

Address .........Meadowside, High Street........................

.........Halberton, Tiverton, Devon.............. Post Code ...EX16 7AG

Date ttefie |23

* delete or circle as appropriate

Form Review May-23

Tiverton receipts-and-payments-2023.xls

5 of 5

Name of Church.................. Tiverton United...........

Declarations and Scrutiny

| confirm that these Receipt and Payment based accounts for the year to 31 August 2023 have been prepared from the records of the Church and that they include all funds under the control of the Church trustees.

j Signature of treasurer nt aa1 Date... Je. 228. Name and address oftreasurer ../MUI2S.. CASALL ec ce cerceenecetteeteneeenes TS becwVEQ. CRESCENT... INERTOM...... PostCode..E%/6. SRF NJ

Presentation to the Church trustees

| confirm that the annual report and accounts for the year ended 31 August 2023 were/wil-bepresented to the meeting of the Church trustees held on .24..O.. 24

Signature of the Chair of the meeting Ben en en Name of the Chair of the meeting Pos.Nace LAKIN... Date AXON AA

Independent Examiner’s Report to the Trustees of the

.+s0es+..Fiverton United...........Church

Charity Number..1.)07. 4.502

Responsibilities and basis of report

| report to the trustees on my examination of the accounts of the Tiverton United Church for the year ended 31 August 2023 set out on pages 2 and 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’).

| 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, | have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

delete or circle as appropriate

Tiverton receipts-and-payments-2023.xls

40f5

Church

ACCOUNTS FOR THE YEAR ENDED 31 AUGUST 2023

Tiverton United

----- Start of picture text -----
||||||||||||||| |---|---|---|---|---|---|---|---|---|---|---|---|---|---| |||Unrestricted|Restricted|Totals|this|Totals|last| |SECTION|A|Funds|Funds|year|year| |a1|[RECEIPTS|||mote||||| |Offerings and Tax recovered|P||28391 f|||28,3911|20,990| |Bank|and|CFB|interest|and| |a3||Investment|income|3297|3,297|1,694| |ad|tetings|==|||tof]|t00|2,955| |Other receipts|Ps|35684P||35,684|3,995| |SECTION|B| |PAYMENTS| |Circuit Assessment or Share|Ps|15512| ||45,542||25,985| |p3[Donations|=|||| |Repairs and|Maintenance|P|10647||10,647|8,324| |Utilities|(Insurances,|water| |b5||charges,|heating|&|lighting)|6391|5,466| |b7|Other payments|es|eeee||e|1,204| |SECTION|C| |NET|RECEIPTS/PAYMENTS| |c1||FOR THE YEAR|(a6-b8)|33,229|(11,345)| |Total|funds|brought|forward|from| |co|||ast year|59760|154|70,109| |Sub|total|(c1+c2)|92,989|58,764| |ca [Transfers and adjustments|es|ee||| |TOTAL FUNDS AT END OF YEAR|(c3+c4)|92,989]|154|59,760] (c6)|| |SECTION|D| |FOR|INFORMATION|ONLY:|MONEY|RECEIVED|AND|PASSED|ON|TO|EXTERNAL|ORGANISATIONS| |(these|amounts|are|not|to|be|included|in|total|receipts/payments|figures|above)|£|£| |Balance brought forward from last year|Sg|_| |Offerings/Gifts|-|received|for|external|organisations| |Offerings/Gifts|-|passed|to|external|organisations| |BALANCE STILL TO BE PAID|(d1+d2-d3)|Py||g|

----- End of picture text -----

Tiverton receipts-and-payments-2023 v 2.xls

20f 5

Tiverton United

Church

SUMMARY OF CHURCH ACCOUNTS AND INTERNAL ORGANISATIONS REPORTING TO THE CHURCH COUNCIL

SECTION E

Please follow the Guidance Notes to complete this page

----- Start of picture text -----
Summary of the Church accounts for the year ended 31 August 2023 and Internal Organisations reporting to the Church Council/Church 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 income and expenditure totals of the Church. If gross income exceeds the Accruals threshold, 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 District
and connected District Organisations.
INTERNAL Net Receipts/ Opening
ORGANISATIONS Receipts Payments Payments Adjustments balances Closing balances
ef SCE dT EF Ed Ee
ef [SE] TE EE
Oe eG Os
Os
Os| fre ee 0
Sub total of Internal
Organisations funds 55,197 57,814 (2,617) 0 (385)(e11) (3,002)
Church accounts (totals
brought forward from page
2 - totals column) 71,472|(a7) (b9) (c7) (c8)
TOTAL CASH FUNDS HELD
e10|BY CHURCH 126,669 96,057 (x) 90,141) (y)
Continue on a separate sheet TOTAL
if necessary and bring the TOTAL RECEIPTS PAYMENTS
totals forward
eT Ph St SS SS
SECTION F
STATEMENT OF ASSETS AND LIABILITIES
OPENING CLOSING
CHURCH - CASH FUNDS HELD at 31 August 2023 BALANCES BALANCES
Bank Current Account 12,585 24,793
Trustees for Methodist Church Purposes 24,795 25,516
f8 Total|balance fundstotal heldfrom byabove) Internal(e12) Organisations (the closing (e11) era(e12)
TOTAL CASH FUNDS HELD BY CHURCH | _ga,600 wa | | poet] on
a
SECTION G At At
1 September 2022 31 August 2023
OTHER ASSETS and LIABILITIES
Investments (include Endowments) |
Land & Buildings (see notes re Insurance value) Pp
Other Assets temp loan to
Loan(s) - show amount outstanding at year end | |
Other Liabilities
, | |
----- End of picture text -----

f4 Include only Funds held at the Central Finance Board

f5 Include only Funds held at Trustees for Methodist Church Purposes

g1 Include any other investments (not the cash element of TMCP trusts accounts this is included in line f5

Tiverton receipts-and-payments-2023 v 2.xls

3 0f 5

Year ended 31st August 2023

Tiverton Methodist & Utd Reformed Church

|INCOME|2022/23||2021/22||||| |---|---|---|---|---|---|---| |Collections|21,170.00||20,990.50|||| |Gift aid|7,220.60||0.00|||/| |Interest inclTMCP|3,297.06||1694.00|||| |Lettings|4,100.00||2,955.00|||| |Donation/fees|500.00||786.89|||| |Social events|0.00||95.00|||| |Bequest
—|0.00|.|0.00|||| |URC Funds|29,057.96||0.00|||| |Twinkles|221.85||112.83|||| |Connexional Grant|5,904.00||0.00|||| |TLS loan repaid|0.00||3,000.00|||| ||71,471.47||29,634.22|||| |Twinkles balance|||995.92|||| |EXPENDITURE||||||| ||||||.|| |Assessment|15,080.00||25,285.00|||| |URC|432.00||700.00|||| |Utilities & Insurance|6,390.70||5,466.28|||| |Repairs/maintenance|10,647.65||8324.27|||| |Misc/cleaning|1,692.67||1203.75|||| |TLS Loan|4,000.00||0|||| ||38,243.02||40,979.30||||

External collections
Balance b/fwd 1/9/22	0.00
Received	248.00
Paid out	248.00
Balance c/fwd 31/8/23	0.00
Balances b/fwd 1/9/2022	35119.47
Excess income/exp	32507.75
Carried fwd 31/8/2023	67627.22
Represented by
Current a/c	24793.45
CFB a/c	42833.77
	67627.22

William Beck Bequest	153.78
Cottage fund 1/9/22	24,640.85
TMCP interest	720.70
Cottagefund31/8/23	25361.55

To be retained by Church/Circuit Treasurer

----- Start of picture text -----
THE METHODIST CHURCH
INTERNAL ORGANISATION REPORT FORM FINANCIAL YEAR ENDED 31 AUGUST 2023
Each year every organisation connected with a local Church, Circuit or District is required by Standing
Orders to present its accounts to the Church Council/Circuit Meeting/Synod.
The Managing Trustees are annually required to complete the Annual Accounts setting out the financial
affairs of the Church/Circuit/District including all its connected internal organisations.
This form (which can be used for a Church/Circuit, District organisation) requires details of the accounts
of your organisation so that all responsibilities can be fulfilled. We ask for your co-operation which
will ensure proper public accountability and the protection of those who willingly act as treasurers.
CO eee eeeeeeeeeeeeeeeeee—e—__——
I ee eeeI
I I
Circuit/District CIRCUIT: 24 DISTRICT: 16 |
I
| Group/Organisationngs Tiverton Little Stars I|
I
a
ee ee eed [I]
| Signatures section I
]
|confirm that | have prepared the information overleaf from the accounts and records of the above named Group or Organisation
I
I [1]
I
I< tae 1
I T urer of Group or Organisation l
I
| [|]
i Date I
a I
OO ——————————————e——e————eee—eeeeeeeeeeee—eee—e———————e—ee—e—ee———E—_E———e_—eeeeeeowesd
| confirm that | have examined the accounts and records of the
I I
Tiverton Little Stars I
I
and that the information overleaf is in accordance therewith. |
I
IS 1
1 / Han. AGAw, 1
UJ Independent Examiner/Registered Auditor
. I
Cal- IS}. vsate !
|ne
a|
| confirm that the information overleaf has been prepared from independently examined/audited accounts which were/will
| be presented to I
I =< ~ I
I
Iae I
| at a meeting which | chaired/intendte chair on Za CA AS D2 2 4 1
I Date I
I : 1
I ;
I ; (2 ; I
1
Signature of Chair of Meeting
I
IZa; oy I
I A 24,
I Date 1|
Des nes eet ne aS SSE SSS SSS SSS POS eS SN Se SS Pe me ee ee oe
This form can be used by Church, Circuit and District Internal Organisations who report to their respective Methodist bodies.
TLS internal-org-form_2023.xIsx 1o0f2
----- End of picture text -----*

INTERNAL ORGANISATIONS' REPORT FORM

This form should be used in conjunction with the STANDARD FORM OF ACCOUNTS (Church, Circuit & District)

A separate Report Form should be prepared for each Internal Organisation

RECEIPTS AND PAYMENTS ACCOUNT

Note

----- Start of picture text -----
||||||||| |---|---|---|---|---|---|---|---| |SECTION H| |RECEIPTS| |in|loins domains| |i|TOTAL|RECEIPTS|(1o|Receipts colpage3in themain|accounts)|||55197| |SECTION|I| |PAYMENTS| |a| |i|[s]|TOTAL PAYMENTS (to|Payments|colpage3in the main accounts)|||57814| |SECTION|J| |hi|INET RECEIPTS (PAYMENTS)|-2617| |>[OPENINGfadestancecmaageSintemainazonsy BALANCE‘ dovay gabentusnepag|imac||||3B| |SECTION|Kk| |HOW THE|FUNDS ARE HELD|

----- End of picture text -----

SECTION M

----- Start of picture text -----
||||||||||| |---|---|---|---|---|---|---|---|---|---| |FOR INFORMATION|ONLY:|MONEY RECEIVED AND|PASSED ON TO OTHER|EXTERNAL ORGANISATIONS| |These|amounts|should|not|be|included|in|total|receipts/payments|above)| |Balance brought forward from|last year|Pf| |Offerings/Gifts|- received for external organisations|Pf| |Offerings/Gifts|- passed to external organisations|Pf|

----- End of picture text -----

TLS internal-org-form_2023.xlsx

1 of 2

2023-08-31-accounts

| = || CHARITYFOR ENGLAND COMMISSIONAND WALES

Achievements and Performance

Financial Review

Structure, Governance and Management

Additional information (optional)

You may choose to include further statements where relevant about:

Reference and Administrative details

Funds held as custodian trustees on behalf of others

Additional information (optional)

Names and addresses of advisers (Optional information)

Exemptions from disclosure

Reason for non-disclosure of key personnel details

Other optional information

CHURCH RECEIPTS AND PAYMENTS ACCOUNTS

THE METHODIST CHURCH STANDARD FORM OF ACCOUNTS

Tiverton United

Tiverton & Wellington Circuit

Registered Charity - Charity Registration number

If not a registered charity Her Majesty's Revenue and Customs Gift Aid number

Minister:

Church Stewards:

Independent Examiner’s Statement

Relevant professional qualification of independent examiner ......BA

CPFA......

* delete or circle as appropriate

Declarations and Scrutiny

Presentation to the Church trustees

Independent Examiner’s Report to the Trustees of the

Charity Number..1.)07. 4.502

Responsibilities and basis of report

ACCOUNTS FOR THE YEAR ENDED 31 AUGUST 2023

Tiverton United

SUMMARY OF CHURCH ACCOUNTS AND INTERNAL ORGANISATIONS REPORTING TO THE CHURCH COUNCIL

SECTION E

Please follow the Guidance Notes to complete this page

Tiverton Methodist & Utd Reformed Church

INTERNAL ORGANISATIONS' REPORT FORM

RECEIPTS AND PAYMENTS ACCOUNT

SECTION M