CHARITY COMMISSION FOR ENGLANO AND WALES Trustees, Annual Report for the period 31.08.2024 Period end date From Period start date 1.09.2023 To Charity name: Tiverton United Church {Methodist & URC) Charity reglstration number 1174508 Objectives and Activities SORP rehr•nce 1.17 Summary of the purposes of the charity as set out in its goveming document The purpose of the Charity is to advance the Christtan faith in the area of benefft in accordance with the principles and practices of the participating Churches which fomi the LEP. The Church undertakes many outreach initiatives including coffee momings. toddler group and pre-school. The Pr&School is part of our caring for others at the same time as attracting people to the premises. The frverton & Wellington Circuit preachers produce worship sheets for housebound fo)k. and for those not on the intemet these are either hand delivered or sent to them. Pastoral support is given either personally or over the telephone. Dry Rot was discovered in the balcony of the Church and this has now been dealt with. The church's commitment is to work with the communty to help with the problem of isolation. include au 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 communty. including (but not restrtcted to) the elderly, the young and other groups with special needs: and fj the support of other charities in the UK and overseas Yes. the trustees have had regard to the Charity Commission's guidan￿ on public benefit. policy on grant making, policy programme related investment and contributions made by volunteers. Summary ofthe main activities in relation to those purposes for the public benefft, in particular, the activits"es. projects or ServI￿S identified in the accounts. Parn 1.17 and Statement confinning whether the trustees have had regard to the guidance issued by the Charity Commission on public benef Para 1.18 Additional information (optional) You ma choose to include further statements where relevant about: SORP reference P•r• 1.38 Pollcy on grant maklng Policy on social investment induding program related investment Pafa 1.31 The coffee mornlngs and toddler group are run by volunteers. The majority of Members of the management cornmittee of Tiverton Little Stars the pre-school are also volunteers. Contributton made by volunteers P￿1.30 Other Achievements and Performance SORP referen¢e The Church continues to re-evaluate its achievements and looks at different ways ofworking within the community and for the community. The Church has an elderly congregation which needs on-going support. The Church has also continued to run the pre-school_ The p￿-school committee meet regularly to discuss the children's activities, their involvement at community events and the financial issues. Summary of the main achievements of the charity, entrfying the difference the charity's work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. Pwa 1.20 Additional inforniation (optional) You ma choose to include further statements where relevant about: Achievements against objectives set Para 1.41 Perforrnan￿ of fundraising aclivities against objectives set Para 1.41 Investment perfomiance against objectives Other Financial Review Review of the charity's financial position at the end of the period Para 1.21 A substantial legacy was left by a Petton mernber which now forms a trust and discussions are taking place for the employment of a Local Lay Pastor to support the congregations of Tiverton, Petton & U ham. We aim to retain balanGes equating to six months expenditure Statement explaining the policy for holding reserves statin are held Amount of reserves held Reasons for holding zero reserrfes Details of fund materially in deficit Explanation of any uncertainties about the charity continuing as a going concern Para 1.22 Para 1,22 Para 1.22 £25,000 Para 1.24 None known Para 1.23 Additional Information (optional) You ma choose to include further statements where relevant about: The receipts are accounted for by offerings and tax recovered together with Bank and CFB interest and investment income. Other re￿iptS received are from lettings. In addition the Accounts show the receipts re￿iVed from the Pre-school which is run and owned b the Church The charity's principal sources of funds (including any fundraising) Para 1.47 Investment policy and objectives including any social investment policy adopted Para 1.46 A description of the principal risks facing the charity Para 1.46 Other Structure, Governance and Management tiescription of charity's trusts. Type of governing document cil cl)arter How is the charity constituted? ke g iinincorporated .4SSOiiation CIO Trustee selection methods induding details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees P8Ta 1.25 Constitutlon adopted 2rKI September 2012 For the LEP The superintendent minister chairs all meetings and the trustees, who serve for a period of 3 years, were appointed by the Con re ational Meetin Appointed by the Congregational Meeting as laid down in the Constitution. Superintendent Minister is an ex officio trustee. Pafa 1.25 Para 1.25 Additional information (optional) You ma choose to include further statements where relevant about: The Church has appointed a Safeguarding Officer and has adopted a safeguarding policy. DBS checks are undertaken and a safeguarding course is completed by in- house training, this is an ongoing process. All members who are required to attend a safeguarding training course have done so. A Risk Assessment of the premises and PAT testing of electrical equipment is undertaken annuall The URC members have joined with the Methodist members in a Local Ecumenical Partnership to worship as a single congregation. The Methodist members who form by far the larger part of the congregation are one of nine churches that form the Tiverton and Wellington Methodist Circuit, two of those Churches being Petton Methodist Church and Upham Methodist Church which are classes of Tiverton United Church. The church building is vested in the Trustees for Methodist Church Purposes as custodian trustees. Policies and procedures adopted for the induction and training of trustees Para 1.51 The charity's organisational structure and any wider network with which the charity works Para 1.51 Relationship with any related parties Para 1.51 Other Reference and Administrative details Charit name Other name the chari uses Re istered charit number Charity's principal address Tiverton United Church Methodist and URC 1174508 11 St Peter Street, Tiverton, Devon EX16 6NU Names of the charity trustees who manage the charlty Trustee nam• Offl¢e (If any) Dat08 acted If not for whole ear Ministerlchair Truslee Trustee Trustee Trustee Trustee Trustee Trustee Trustee Trustee Name of per8on (or body) ontitled toa olnt tru8tee Ifan Lakin Nicholas Ex officio Allington Richard John Allington Sarah Elizabeth Blackwell JOY￿ May Clatworthy Gordon Leach Richardson Eric James Richard50n Sandra May Vigurs Hazd Christine Wall Angela A￿ndIna Dummett Sarah Jane Congregational Meeting Congregational Meeling Congregational Meeting Congregational Meeling Congregational Meeting Congregational Meeting Congregational Meeting Congregational Meeting Congregational Meeting 10 11 Buchanan Piers Trustee Trustee Trustee Trustee Trustee 12 Walker Wendy Elizabeth Iliams Clive Martin Iliams Judith ChilcottDoreen Lily Congregational Meeting Congregational M￿ting Congregational Meeting Congregational Meeting Congregational Meeling 13 14 15 16 17 18 19 20 Co orate trustees - names of the directors at the date the re Director name ortwasa roved Name of trustees holding title to property belonging to the charity Trustse name Dates acted if not for whole ear Funds held as custodian trustees on behalf of others Description ol the assets held In this capacity Name and objects of the chanty on whose behalf the assels 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 Additional information (optional) Names and addresses of advisers (Optional infomiation) e of adviser Name Address Independent Mr J 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 non4isclosure of ke ersonnel details Other o tional information Declarations The trustees declare that they have approved the trustees, report above. Signed on behalf of the charity's t ste Signature(s) Full name(s) Nicholas Lakin Position (eg Secretary, Chair, etc) Superintendent Minister Chair Date CHURCH RECEIPTS AND PAYMENTS ACCOUNTS THE METHODIST CHURCH STANDARD FORM OF ACCOUNTS Tiverton United Church FOR THE YEAR ENDED Saturday 31 August 2024 Wellington Circuit Clrcult no. 24116 Reglstered Charlty - Charity Registratlon number 11 nol a registered charity His Majesty's Revenue and Customs Gift Aid number (The HMRC number is equivalent to a retystered charity number in terms of e￿den￿ of charitabte slalu8 and may be used to give lo donors or grant funders wshing lo see evidence of the oiganisatson's charitable status. Melhodisl charities in England and Wales that are not registered chafilies are exeepled from registration under Slalulory Instrument 2014 No.242) inister. Churth Stewards.. LL -L.K Treasurer. ME 14, L.I riverton-receipts-and-p8ym8nls-2024.xls 1 of5 ACCOUNTS FOR THE YEAR ENDED 31 AUGUST 2024 Tiverton United Church unr•¥Ith￿ Restrlcted thls 5ffjar Totals la8t SECTION A yoar a1 RECEIPTS a2 and Tax recovered Bank and CFB interest and Inveslment illixjme 24.997 24,997 28.391 a3 11201 4.1( 11201 4.106 3.297 4.100 a5 Other recel Is TOTAL RECEIPTS 110 321 220.625 a6 220.625 {an 71.472 SECTION B b1 PAYMENTS b2 Cirojit As8&8smenl or Share 16,4XI 30 15.512 b3 Donations b4 Re airs and Malntenance Uti1th8s Iln5urances. water charges, heating & lithli 14.611 14.611 10.647 b5 10.459 10.4S9 10.1)00 6,391 10.(K)O 2.182 53.682 b7 Oiher TOTAL PAYMENTS 1182 5.693 38.243 {b91 SECTION C NET RECEIPTSIPAYMEPITS FOR THE YEAR e1 166.943 166,943 Total fl￿dS broJgM fmrd from last year 92.989 154 93.143 c6 59.914 ¢3 Sub total ef 259.932 154 280,086 93.143 Tr8nsfers and adjustmènts c7 ¢5 TOTAL FUNDS AT END OF YEAR Ic3+c41 92.989 154 260,086 Ic8) 93,143 (c6) SECTION D FOR INFORMATION ONLY: MONEY RECEIVED AND PASSED ON TO EXTERNAL ORGANISATIONS Ith•s? amounts are not to ￿ included Sn total rn¢•i nts Ilgur•s d1 Balance brou ht forward frffii last d2 Offerin lfts- receivèd lorexiemal 170 248 d3 Offem slGrfts - ssed to èxiwnal nisatwjns 170 248 d4 BALANCE STILL TO BE PAID dI￿2-d3 2of5 Tivwton Unt SEC￿¢￿ rnrnaryof*oChur¢h A￿uSt2024 cO￿￿1￿￿￿T￿m9￿ts￿. Notsthal thbfund&of rTral OfgarAsalonwoW Aorm4lyb& Restr*ted I(X￿ mu51 bg TERNAL ORGANkSAnrAI8 opth P•ty 417 14.564 172 eB saknlund5 16&.444 fi ChurGh arc0￿￿￿￿kOtaIB broughtforward Imm pty• 2-tots19 ¢oluthRI FUNDS BY¢HLIR¢H 58 J05,759 TOTOL t01als￿r4Vdrd SECTION F ATElIENT0F￿S￿sAND L CLOSNG CHURCH-CAIMFUWD8 FELD a131 IJwi2•14 caehN)ha￿j B￿k D* centra FI￿nts ￿0￿d 25,516 191745 Otr•ifur 93.143 It* 2￿.086 bal¥K¢tOthlftom 8bO¥B è12 e12 TOTALCASH FVflDSHELD BYCHURCM sÉcTroN G 31 ￿￿￿t2024 La￿&￿1 Olhtr g1 3￿$ Plam8 of Churth .........Tl¥erton United........................ Declarations and Scrutiny I confirm Ihal these Receipt and PaywD&nt based accounts for the year to 31 August 2024 have been prepared ftDm Ihe feeiyds of Ihe Church and that they include all funds under the C(￿1r01 of Ihe Churth trusiees. Si￿alu￿9 of treBswer.-..................... Na￿￿ and addiess of treasurer. ML%..fA.￿J Prostrntatlon to the Church trustees I ￿nrIMi Ihot the annual report and accounts for the year ended 31 August 2024 ¥%*relwHI be" presented to Ihe meeling of the ChL(rch trustees held ￿ . Signalure oflhÈ Chairofthe meethig Name of the Chair of Ihe ￿￿eting Independent Examinerfs Report to the Trustees of the ..Tiverton United........Church CharityNumbfjr............- ResponsibilitiB5 and basis of rèport l Teport lo the tnjslees on my examinalroft of Ihe accounts of the fNerton Uniled Churd) for the year ended 31 August 2024 set out ¢in pages 2 and 3. As the Churth's trustees. you are respo17￿ble for lh8 preparation of the aeeounts in accord8n(£ the reqU1￿mentS of the Charrt￿s Act 2011 I'lhe Act'i. I report In respecl of nry examlnalkjn of the Church's ￿nIS carried out utmler section 145 of ihe Act and, In carrying out my examination. I have followed 811 Ihe a[WI￿ble Direthions given by It￿ Charity con1￿l￿on urnler sedion 14515}Ibl of the . delele or ciide as 8F)propriale 4ofS Name of Church . .Tiverton United. No. Independent Examiner's Statement have completed my examinalion. I confimi that no material matters have come to my attention in connection wlh the ex8min8tion {other than that disdosed below") which give me cause lo believe that in, any material respect.. the accounting records were nol kept in accordan￿ wth seclion 130 of the Act; or the accounts do not accord with ￿Unting records. I have no COn￿rnS and have come across no other matters in connection with the examination to which allention should be drawn in this report in order to enable 8 proper undefstanding of the accounts to ￿ reached. I havell*¥￿0￿. obtained independent verification of all investments with the Trustees for Melhodist Church Purposes or held in other Irusts, bank balances and funds at Ihe Central Finance Board of Ihe Methodist Church ￿1¢h are individually in eX￿sS of £10,000 (ten thousand pounds) at the balance sheet date. Signature of independent examiner Name of independent examiner ..JohnAnderson.................. Relevant professional qualrfi¢atFon of independent examiner ..BA CPFA............ Name of firm (where appropriate) .NlA.... Address .Meadowside. High Street........ . .Halberton. Tiverton. D6von........................ ... Post Code .EX16 7AG Date delete or circle as appropriate T>verton-r￿8lpts-and￿ayrnents-2o24.¥1s 5ofS CHURCH (Short Fomi) RECEIPTS AND PAYMENTS ACCOUNTS THE METHODIST CHURCH STANDARD FORM OF ACCOUNTS (SHORT FORM) Upharn Chvrch FOR THE YEAR ENDED Saturday 31 August 2024 Ti¥orton & Wglllngton Clrcult Circuit no 24116 Reglstered ChaTIty- Charity Registration number If not a registered charity His Majesty's Revenue and CUst￿n$ Gift Ald number (The HMRC number is equwalent to a registered chaiity number in terms of eviden￿ of charitable status and may be used lo give to dor￿r$ or giant funders wishing to see evidence of the organisation's thaitlable Status. Methodist charities in England and Wales that are not registered chariltes are excepted from registration under Stotutory Instrument 2014 No.242} Minister. Church Stewards.. Upham 1567 175 41 TOTALREC*IPTS 4J11 71D SECTtrrti B b1 PAYAEIIIS 15 17 b7 TOTALPA¥MEins 8ecTiOM C G1 3.è4& S,916 TOTAL FU￿￿sATEllD￿YÉ*I4 (c1+c OFFUI d1 8￿￿(e￿*￿d4eCFB￿S• TOT￿13 SECIIryI E 118) 176 144 14 LANCESMLL TOBEPA I4•2￿3) 2rA4 NameofChurch.....................Upham........................ No........... Declarations and Scrutiny I confimi that these Receipt and Payment based accounts for the year to 31 August 2024 have been prepared from the reGords of the CtrKJrth and that they indude all funds under the control of the Church trustees. Signature of treasurer ........... Name and address of treasurer ...... e.a¢*￿) ..........Qted,.kn................ .... .... PostCode...F Petton ch￿l¢h A￿￿1￿￿T¥FOR THE YEARENiW31 A￿￿￿t21￿ $ecThyA RECEWS 1610 17a) 01hw￿￿9l5 TOTAL RECEIPTS SEC7￿18 PAYMÈpn6 1210 11 2A19 (MhÈtpaymÈr TOTALPAVh1È14T8 1704 124 b7 3M10 SECTIONC , NEI RE¢eip78lPAYIIENI$ FOR THEYEAR la6.b7) 189.42 last) 10.620 TOTAL FUNDSAT EIIDOFYEAR 1 +G2) 14.584 2DD,048 EECTION DAIIALY k80F FUNDS ￿P￿t31 BalancosW*tFb¥31 198,6UJ 14 8ECTfoN E FORifiFORMTf0NONLY.'a￿NEYREC￿0￿f1DpAsS￿D1XlTo EXVERIIAL(¥IfjANkATK*48 e2 É3 tsAiANCEST￿L TOBE PAID 14e2¢3J Name of Church..... .Petton......... Declarations and Scrutiny I confirm that these Re￿p1 and Payment based acct)unts fcw the year to 31 August 2024 have been prepar6d from Ihe records of the Church and that they indude all fund5 under the conlrol of the Church tru51ees. Signature of treasurer... Dale...J..7...J., Name and address ol treasurer . Posl Code.. Presentstion to the Church trustees I confirm that the annual report and accounts for the y&3r ended 31 August 2024 werelwill be. presented to the meeting of the Church trusteas hdd on ........ Signalure of the Chair of the meeting Nan￿ olthe Chair ol the meeting . Dale........................ Independent Examiner's Report to the Trustees of the ..Church Charlty Number.............. Responsibilitigs and basis of report I report lo the trustees on my examination of the ac(x)unts of the Petton Church for the year ended 31 August 2024 set out on page2. As Ihe Church's Iluslees, you are responsible for the preparation of Ihe accounts accordan￿ y￿th the reqiirements cé the ChaiitEs Act 20111'lhe Act.). I rep(¥t in resp￿* of my examination of the Church's accounts carried out urKler section 145 of the Act and. in csrrying out my examination. I have all the apFAiratrAe Directions given by the Charity Commission under section 14515}Ibl of the Act. . delete or cirde as appYopTiate 3of4 NameofChurth.....................Petton................................. Indèpendent Examlner'È Ststement I have completed my exarnination. I CA￿￿"rM that no malerial m8tters have come to my allenlion in connection with the exartlnatton {olher than thal disch)sed below.) give me ￿USe lo believe Ihal in, any malerial respecE-. the w)unting record5 werE not kept in accordance wilh seca6on 130 of the Act.. or the ￿)UnIS do not acLord wilh Ihe aca)unllng ￿cordS. I have no concems and have come a￿sS no olher matters in wlh the examination to which allenlion sh¢)uld be drdwn in this report in ￿der to enatAe a proper undetstanding of Ihe accounts to be reached. I haven￿￿￿. oblaned independent verificalion of all inveslmenls with the T¥uslees for Melhodlsl Church Purposes or held in other IAJsls, bank balances and funds al the Central Finance Board of the Methodist Churth whth are indiwdually in excess of£l0.0(J) (ten Ihousand p(wnds> al the balance sheet dale. Slgnalure of independent ex8iThner Name of independent examiner John An Relevanl professional qualthc81ion of indepermfenl exarniner .BA CPFA......... Name of firm (where appro￿ale) -NlA.............-............................... Address ..................Meadowgde, High Street.. ........................... ..Ha]berton, Tiverton, Devon.. . Post Code ...EX16 7AG Dale delete or ryrde as approKwiale Pellon-short.fomFSiandar&forrrbof-acco￿lS-2O24.Its 4of4 INI'IRNAL ORGANISATIOYS, REPORT FORM Thi5 form slioiild be used conjunrlion Iyilh fhèSTANDARD FORM OF ACCOUNTS {cIL￿r￿, (ITtuii a Dimfictl A sepArale Reporl FDrfft should bÈ prepAr&l foy QAch l•lern41 OrganiMIi RECLI IPTS AND PAYMENTS ACCOUNT ECTION H RECEIPTS itls *d￿￿tionS 20S77 h¢r TCttiW$ 55.212.()0 TOTAL RFLFlP'fs Ito Receipts tol page3 in Ihe iircoii•151 75789 EC'I'ION I PAYMLNTS DwaEioJis Othcr ni￿15 60,921.00 TOTAL PAThIENTS It￿ Pa J ID ihe *eeountsl 60921 SECtION J NLT RECEI Ilrys {PA YMENfS) Ib3- i31 1486 OPENING BALANCE ItTr OpeninRb¥lante colvnj 3 in Ihe a¢vJuttt5} -3002 Ad'iisIJn￿ts (show any vr thlJv$imtyts JD bEthts) CLOSING BALANCE Ilo CioyiJLg bilMn¢e col. fjl+j2+1-'3} 1186 SEI CTION K HOW THE fuNDS HLLD sh fjii I￿a h at BthICFB dc 11.723.00 hcr4Kcoullls OTAL FUNDS HELD Ishwld agrtewith linei4 Above) (kl-k2+k31 ECTIOY M ,OR INVORMATEON ONLY.. MONEY RECIIIVF.D A14D PASSEDON TO OTHER EXTERNAL ORCAPIJSATIONS htie bEkndthled ￿ lotAI rc¢rJp1￿p*yr￿thIs alance brou It forward fiiTrin l&st ill2 Gifts- received owis3tiOD5 Gifts_ I0￿et￿L or8ii ￿1￿11￿￿5 BALANCC STILL TO BE PAID IMl+thi24nll 1012 To ￿ Yetakned byChurchlCk¢uli Yreasuwer THE METHODIST CHURCH INTERNAL ORGANISATION REPORT FORM FINANCIAL YEAR ENDED 31 AUGUST 2024 Each year every org2nisalion COnr￿ted with a Church. Circuit orfxstrict is required by Star￿]ng Orders to presgnl ils acwts to th8 Churth Cou￿A￿CK￿lI Meetingfsymd. The Managing Trustees aTe annualty rgquired to complete the Amual Accounts settho out the [￿an￿ affairs of the ChurC1￿C1[CUlV￿strld indudfftg all its comected intemal oryanisations. TINS fomi Iwhi(kn can vseo for a Chwrfirc4ait. Th"stix# (￿arM3a1￿) requires detai￿ of the accoullts of your (ryanisation so that all ￿$[m￿S11￿"1rt￿s Can be ask fDr y￿r ctroperab'on %¥hich will ensure prop8r public aCcOu￿tati￿rtY and the oftJK>5e who wilh'ngly acl as I￿aSure[s. I clrcultlDlstr￿I ¢IRcwr: nlSTRICT: 16 l GrouplOryanl$atlon I Signaluras sectK)n ror of ts[0￿) Yon dlhalthe ovukafk kn aced bYc￿￿1th. kntHttalOt9p￿aknth0 lev￿tIO thdrreypÈdfve MEthothBI bothes. 1012 TThwtLVI Ufthl in) I cfflfvrn tho1 m8t8n81 m8tter9 h8ve corne to my offention In ILAlhew than th•1 (*scbsed below") whrti give me c8use to bel mfvivTr•I w?tThi recLYOs rKA kept In aCcLydar￿e $￿tIOn 130 of the Ad. or rot the accounting recor£lg 117aN* x- ar*d h8Ne (xyne across no other m8tters in connection wrth the exafflination to arwitLYt dmi rep)rt in order to enable a proper understanding of the l thined indeFen￿t venficaticm of all investments with the Trustees for Methodist Ctytr PJrFLises in other trusts. bank balances and funds at the Central Finance Board of Ctturth 8re Indmdually in excess of £10.000 (ten thousand pounds) at the John Anderson... Reievatit F￿Ofes￿￿1 qLJaltfication of independent examiner . BA CPFA... Narne rf fimi {￿re appropnate) ..... NIA... Meadcmside. High Street... Halberton. fNerton. Devon... ... . Post Code ...EX16 7AG delete or orcle as appropriate 5of5