OpenCharities

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

2022-08-31-accounts

Circuit Accruals Accounts 2021/22

THE METHODIST CHURCH

REPORT and ACCOUNTS ACCRUALS BASIS for the year ended 31 August 2022

SETTLE Circuit

Registered Charity - Registration number

1189053

Yorkshire West District Circuit No 27/21

Ministers

Ministers Rev Stephen Caddy Rev Tim Broughton Circuit Stewards Jeff Perris Joyce Park Marjery Dowling Circuit Treasurer Liz Whitfield

Name of Circuit

Circuit No 27/21

SETTLE

Statement of Financial Activities (SOFA) for the year ended 31 August 2022

Notes to Circuit Model Designated
the General Fund Trust Funds Restricted Endowment Total
accounts
(Unrestricted)		 (Unrestricted) (unrestricted) Funds Funds 2021-22
£ £ £ £ £ £
Income
1 Donations and legacies 0
2 Income from monetary investments 1 65 556 4 1 626
3 Income from investment properties 0
4 Assessments on Churches 2 104,258 104,258
5 Capital Receipts 3 0
6 Grants received 4 3,000 3,000
7 Other charitable income 5 1,750 1,750
8Total income 109,073 556 - 4 1 109,634
Expenditure
9 Grants and donations 6 3,000 3,000
10 Salaries and associated costs 7 78,057 78,057
11 Property maintenance 8 11,965 11,965
12 Connexional assessment & model trust levy 3,572 3,572
13 District Assessment & Levy 22,640 22,640
14 Depreciation 0
15 Office expenses 9 664 664
16 Other outgoings 10 5,037 347 2 5,386
17Total charitable expenditure 121,363 3,919 0 2 0 125,284
18 Gains/(losses) on monetary investments 0
19 Gains/(losses) on investment properties
20Net income/(expenditure) -12,290 -3,363 0 2 1 -15,650
21 Transfers between funds 0
22 Other gains/(losses)
23Net movement in funds -12,290 -3,363 0 2 1 -15,650
24 Total funds brought forward 39,423 121,430 867 209 161,929
25 Total funds carried forward 27,133 118,067 - 869 210 146,279

Name of Circuit SETTLE

Circuit No 27/21

Statement of Financial Activities (SOFA) for the year ended 31 August 2021

Notes to Circuit Model Designated
the General Fund Trust Funds Restricted Endowment Total
accounts
(Unrestricted)		 (Unrestricted) (unrestricted) Funds Funds 2020-21
£ £ £ £ £ £
Income
1 Donations and legacies 540 540
2 Income from monetary investments 54 85 3 1 143
3 Income from investment properties 0
4 Assessments on Churches 106,361 106,361
5 Capital Receipts 130,310 130,310
6 Grants received 0
7 Other charitable income 6,750
8Total income 113,705 130,395 - 3 1 244,104
Expenditure
9 Grants and donations 100 100
10 Salaries and associated costs 75,457 75,457
11 Property maintenance 16,958 16,958
12 Connexional assessment & model trust levy 595 595
13 District Assessment & Levy 23,104 32,124 55,228
14 Depreciation 0
15 Office expenses 1,659 1,659
16 Other outgoings 7,323 48 2 7,373
17Total charitable expenditure 124,501 32,767 0 102 0 157,370
18 Gains/(losses) on monetary investments 0
19 Gains/(losses) on investment properties
20Net income/(expenditure) -10,796 97,628 0 -99 1 86,734
21 Transfers between funds 0
22 Other gains/(losses)
23Net movement in funds -10,796 97,628 0 -99 1 86,734
24 Total funds brought forward 50,219 23,802 966 208 75,195
25 Total funds carried forward 39,423 121,430 - 867 209 161,929

Name of Circuit

SETTLE

Circuit No 27/21

Balance Sheet as at 31 August 2022

Fixed Assets Notes to the
Accounts		 GN
Totals
2020/21
£
570,000
R
150,000
R
720,000
7,307
S
2,750
122,804
38,650
T
25,230
196,741
34,513
U
0
V
34,513
162,228
882,228
V
882,228
W
759,424
121,729
W
0
881,153
867
208
882,228
General Fund
(Unrestricted)
£		 Circuit Model
Trusts
(Unrestricted)
£		 Designated
Funds
(Unrestricted)
£		 Restricted
Funds
£		 Endowment
Funds
£		 Totals
2021/22
£
Circuit Manses & Equipment 11 570,000 570,000
Investmentproperties 12 175,000 175,000
Investments 0
Total fixed assets 745,000 0 0 0 0 745,000
Current Assets
Debtors 13 7,439 7,439
Loans bythe Circuit 2,750 2,750
Investments with TMCP 118,281 869 209 119,359
Central Finance Board Deposits 20,124 20,124
Cash at Bank and in hand 14 23,134 23,134
Total current assets 53,447 118,281 0 869 209 172,806
Current liabilities
Creditors (due in under 1 year) 15 26,314 26,314 34,513
Grantspayable within 2021-22 0 0
Total current liabilities 26,314 0 0 0 0 26,314 34,513
Net current assets/liabilities 27,133 118,281 0 869 209 146,492 162,228
Total assets less current liabilities 772,133 118,281 0 869 209 891,492 882,228
Long term liabilities
(due after more than one year)
Grantspayable after 2021-22 0
Loans to the Circuit 0
0
Net assets 772,133 118,281 0 869 209 891,492
Funds of the Circuit
General Fund(Unrestricted) 772,133 869 772,133 759,424
Circuit Model Trust Fund (Unrestricted) 118,281 118,281 121,729
Designated Funds(Unrestricted) 0 0 0
Total Unrestricted Funds 890,414 881,153
Restricted Funds 869 869 867
Endowment Funds 209 209 208
Total Funds 772,133 118,281 0 869 0 891,492 882,228

Signed

Circuit Treasurer

Settle Methodist Circuit was entered on the Register of Charities on 14th April 2020 Charity Number: 1189053

Note 1 Income from monetary investments

This income is derived from deposits with the Central Finance Board of the Methodist Church and Trustees for Methodist Church Purposes.

Note 2 Assessments

The treasurers of the six churches in the Circuit usually meet each February to agree the share for the coming year. These are then confirmed by the March Circuit Meeting but this year due to Covid19 restrictions this meeting did not take place and the Circuit Meeting discussed and agreed the figures.

Cash received in August for the September quarter is shown as a liability in the accounts

Note 3 Capital receipts

none

Note 4 Grants received

Yorkshire West District made a grant to circuit to be spent on the Queens Jubilee celebrations.

Note 5 Other charitable income

The redundant Methodist Church was hired out to the District Council for a polling station. The remaining furniture and equipment from the same church was sold.

Note 6 Grants and donations

Note 6 Grants and donations Grants and donations Grants and donations
churches held their own events to mark the Queens Jubilee, funds were shared between
the churches. 3000.00
Note 7 Salaries and associated costs
Stipends 54230.40
Pension contributions 13893.36
Employers NI 5217.03
Apprenticeship levy 492.47
Travel costs 2877.09
telephone & broadband costs 1005.30
computer allowances 342.00 78057.65
Note 8 Property Maintenance
Repairs and renewals 4324.12
Council Tax and water 5939.43
Insurance 1701.56 11965.11
Note 9 Office Expenses
postage 16.30
office supplies 354.37
pastoral cards and books 120.36
live streaming.zoom 172.68 663.71
Note 10 Other outgoings
visiting preachers 308.50
Westhouse & Rathmell expenses 4392.00
Quinquennial inspections 0.00
Mission & Outreach 336.76 5037.26
Note 11 Circuit Manses
This is the assessed market value of the two manses.
An independent professional valuation has not been obtained.
Note 12 Investment properties
This is the market value of the two closed chapels, buildings and land,
given by the professional agent.
Note 13 Debtors
Stipends, NI & Pensions paid in advance 6400.73
Insurance paid in advance 1038.00 7438.73
Note 14 Cash at Bank and in hand
A current account is maintained with CAF Bank Ltd.
There is no cash in hand.
Note 15 Creditors
Sept. quarter 2022 assessments received in advance 25889.25
other costs
travel exps		 75.60 425.00 26314.25
Telephone 103.15
zoom 14.39
visiting preac 105.75
Rathmell 38.39

Annual report

2021-2022

Introduction

Welcome to the report for the Settle Circuit, part of the Methodist Church. We are six Churches and two ministers in rural north Yorkshire. The challenge this year has seen a review of staffing in anticipation of the end of the current ministers’ five-year appointments. One of the current ministers has been re-invited for a further two years from 1.9.2023 when the other will retire. The Circuit is exploring to the use of Lay Workers in support of the Circuit’s work and responsibilities. The Circuit will also explore the relocation of the minister – in part this is so that a new manse can comply with increased environmental standards. The churches have expanded their engagement with local communities e.g., the provision of Warm Spaces, the return of programmes halted by the pandemic lockdown and the hosting of new community groups. Some of this work is done in conjunction with ecumenical partners. Following the roll out of training in Unconscious Bias, the Circuit has appointed a Equality, Diversity and Inclusion officer and begun offering the Connexional Training package.

Aims and organisation

The Circuit Mission statement:

Each church offers a weekly Sunday service except Newby where services are fortnightly.

The Circuit provides a weekly online service which is also open to others to access.

Burton Church has voted to sell its remaining premises and continues to meet in the Parish Church with its own weekly services and monthly united services. An exploration of closer co-operation as one village church awaits the appointment of staff and in particular a lead Vicar to the Ingleborough Team Ministry.

Brief financial review of the year

Income trends

Circuit income is primarily drawn from the contributions paid by the six circuit churches. Currently there are three church properties coming to the market of which two are in Circuit hands and one remains with the Burton Society. As indicated above it is expected that the Circuit will be selling two manses and purchasing a new one over the next two years.

Expenditure trends

Stipend expenditure has increased each financial year in line with conference approved increases. 18.65% , of expenditure is the Circuit contribution to the Yorkshire West District and Connexion

of which a significant part is used to fund the work of the wider Methodist Church.

Fund balances

As at 31 August 2022, the net current assets of the Circuit were £27133, giving approximately two and half months cover for expenditure.

Plans for 2022/3

Circuit financial plans for the coming year have been prepared on the basis that there remain two full time ordained staff with anticipated cost of living stipend increases. The Yorkshire West District agreed for this year the Circuit will pay a reduced assessment of 1.75%, two of the six churches requested a 25% decrease in their assessment, the other four churches staying the same, with the shortfall coming from reserves.

Basis of preparation and legal framework

The Charity’s annual report and accounts for the year ended 31 August 2022 have been prepared in accordance with the Charities Act 2011 and the Charities: Statement of Recommended Practice 2015 as applicable to the Financial Reporting Standard (FRS) 102

Full Name of Charity: Settle Methodist Circuit Registration Charity Number: 1189053 Date of registration: 14[th] April 2020

Main communication address: 5 Moons Acre, Bentham LA2 7BL

The members of the Settle Methodist Circuit meeting are the Charity Trustees, membership being made up of circuit office holders, ministers and representatives appointed by the local churches. Full membership is shown as Appendix A to this report. Circuit Ministers and officers

Active Circuit Ministers Rev. Stephen Caddy Rev Tim Broughton Circuit Stewards Mr Jeff Perris Mrs Joyce Park Mrs Margery Dowling Circuit Meeting Secretary the post is shared by Mrs Judith Marshall and Miss Debbie Meikle

Liz Whitfield acted as the principal officer overseeing the day-to-day financial management and accounting for the circuit during the year.

Independent examiner: Carolyn Stephenson 5 Manor Close, Burton-in-Lonsdale, LA6 3NE Investment Bankers: Central Finance Board of the Methodist Church Trustees for Methodist Church Purposes (TMCP) Bankers: CAF Bank Ltd, 25 Kings Hill Avenue, Kings Hill, West Malling, Kent, ME19 4JQ

Aims and organisation

Charity objective is to act as a Resource provider within the area around Settle and Bentham for the Methodist Church:

The purposes of the Methodist Church are and shall be deemed to have been since the Date of Union the advancement of:

b) Any charitable purpose for the time being of any Connexional, District, Circuit. local or other organisation of The Methodist Church;

The teaching of Christianity through sermons, courses and small groups.

The resourcing of pastoral work including visiting the sick and bereaved. Taking religious assemblies in local schools.

Promotion of Christianity through the staging of events and services.

Provision of chaplaincy services to the local university and other institutions.

Public Benefit

We confirm the trustees have had regard to the Charity Commission’s guidance on public benefit.

Structure, Governance and Management

The governing document for the circuit is the Deed of Union (1932) and Methodist Church Act (1976)

Detailed governance arrangements are outlined within the Constitutional Practice and Discipline of the Methodist Church by order of the annual conference (CPD).

Day to day management of the circuit is undertaken by the Circuit Leadership team along with the Local Preachers meeting, the Circuit Finance and Property Committee and the Circuit Policy Committee.

Trustee Training

A range of guidance produced by Methodist Connexion to support the effective running of the circuit specifically the leaflet ‘The Role of a Trustee in The Methodist Church’ is given to all new Circuit meeting members as induction to their role as trustees.

Related Parties

The Circuit is part of the Yorkshire West District and is also accountable to the Methodist Conference. The following Churches are linked to the circuit:

Bentham Methodist Church Burton-in-Lonsdale Methodist Church Hellifield Methodist Church Ingleton Methodist Church Newby Methodist Church St. John's Methodist Church, Settle

Risk Management

The major risks have been identified and recorded by the Circuit Finance and Property Committee with professional advice taken as required.

There is a regular annual review process undertaken and recorded.

Income and Expenditure is being monitored in total and is compared with the approved annual budget on a half yearly basis to detect trends as part of the risk management process to avoid unforeseen calls on reserves.

Safeguarding

Every person has a value and dignity which comes directly from the creation of male and female in God’s own image and likeness. Christians see this potential as fulfilled by God’s re-creation of us in Christ. Among other things this implies a duty to value all people as bearing the image of God and therefore to protect them from harm.

Methodist Connexional practice outlines commitment to the following principles:

• We will carefully select and train all those with any responsibility within the Church, in line with Safer Recruitment principles, including the use of criminal records disclosures and registration with the relevant vetting and barring schemes.

• We will seek to offer pastoral care and support, including supervision and referral to the proper authorities, to any member of our church community known to have offended against a child, young person or vulnerable adult.

The Settle Circuit commits itself to ensuring the implementation of Connexional Safeguarding Policy;

government legislation, guidance and safe practice in the circuit and in the churches. The Settle Circuit commits itself to the provision of support, advice and training for lay and ordained people that will ensure people are clear and confident about their roles and responsibilities in safeguarding and promoting the welfare of children and adults who may be vulnerable.

Reserves Policy

The Reserves Policy for the Circuit is to hold a minimum sum equivalent to four months’ average expenditure. This should be sufficient to meet any unforeseen item of major expenditure on manses and/or to be able to continue, in the short term, funding planned activities in the event of any inability to raise the full Circuit Assessment from churches.

Also includes a commitment to donate £12000 to Ingleton Methodist Church towards new roof costs.

MEMBERSHIP OF CIRCUIT MEETING

Circuit Ministers

Stephen Caddy Tim Broughton

AUGUST 2022

From LOCAL CHURCHES

Burton-in-Lonsdale

S: Tony Blacow

T: Jean Brown

Circuit Stewards

Jeff Perris Joyce Park Marjery Dowling

R: Carol Blacow

Hellifield

S: Jeff Perris

Circuit Finance Officer

Liz Whitfield

T: Jean Lister

R: Pauline Wright

Circuit Meeting Secretaries

High Bentham

S: Averil Bayes

Debbie Meikle S: Averil Bayes Judith Marshall T: Jane Proctor R. Anne Duncan

Local Preachers' Secretary Jane Mansergh

R: Keith Hartley

R: Mavis Speight

Circuit Manses Steward

Ingleton

Jonny Lawson S: Andy Mottram

T: Christine Lawson

Circuit Property Secretary

Circuit Property Secretary R: Martyn Park Vacancy R: Brian Lawson R.

World Church Secretary

Vacancy Newby Representatives from LP meeting Wendy Holt

S: Clifford Park T: Judith Dawson R: Sue Park

Settle

District ecumenical group representative

S: Philip Taylor T: Robin Corbett R: Judith Allinson R: Richard Pike R: Wendy Holt R: Janet Wigfield

Richard Pike

Circuit Safeguarding Coordinator

Rhys Evans

Appointments from Circuit Meeting R: Janet Wigfield Representatives to Synod Joyce Park Wendy Holt Richard Pike S = Senior Steward T = Treasurer District Policy Committee member R = Representative appointed by Church Council Rev Tim Broughton Church Representatives: 1 per 15 members or part thereof for first 15

District Policy Committee member Rev Tim Broughton

Name of Circuit: SETTLE No: 27r21 Independ•nt Examinerfs Statsment rThe Circuifs gross income exceeded £250,000 and l am qualified to urKlertake the examination by being a qualffied member of {insert nam8 of applrAble listed boty)]. Delete [ ] if not applicable. I have completed my examination. I confim that no material matt8rs have a)me to my attentlon in connection with the examination (0th8r than that disclosed below") which give me cause to believe that in. any material respect: the accounting records were not kept in accoldan￿ with seclion 130 of the Act. or the accounts do not accord with the accounting records; or the accounts do not compty with the applicable requirements Con￿MI￿j the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the ac(x)unts gNe a Irue arKI fairf vwl. which is not a matter considered as part of an irKlependent examination Delete rf not applicable i.e. all R&P accounts the trustees, annual report is not consistent with the accounts Delete rfnot applicab18 i.e. all R&P accounts. I have no cOn￿mS 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 nor obtsined independenl verification of all investments vAth the Trustees for Methodist Church Purposes or held in othei trusts, bank balances and funds at the Central Finan￿ Board of the Methodist Church which are individually in ex(w of £10.000 (ten thousand pounds) at the balance sheet date. Signature of independent examiner Name of independent examiner. ... li A6e• Relevant professional qualification of independent examiner. ........... f4Af . Narne of fimi {where appropriate): . Address: .. ￿4￿DI¥L Date:...... i¢ SaA ￿￿3 . delete or circle as appropriate September 2022