
## **Trustees’ Annual Report for the period** 

## **From 1[st] September 2023  To 31[st] August 2024 Charity name: Ivybridge Methodist Church Charity registration number: 1192612** 

## **Objectives and Activities** 

||SORP reference||
|---|---|---|
|Summary of the purposes of<br>the charity as set out in its<br>governing document|Para 1.17|**The deed of Union (1932) and Methodist**<br>**Church Act (1976) are the governing**<br>**documents.**<br>**The purposes of the Methodist Church**<br>**are and shall be deemed to have been**<br>**since the date of union the advancement**<br>**of-**<br>**a)  the Christian faith in accordance with**<br>**the doctrinal standards and the discipline**<br>**of the Methodist Church;**<br>**b)  any charitable purpose for the time**<br>**being of any Connexional, district, circuit,**<br>**local or other organisation of the**<br>**Methodist Church;**<br>**c)  any charitable purpose for the time**<br>**being of any society or institution**<br>**subsidiary or ancillary to the Methodist**<br>**Church;**<br>**d)  any purpose for the time being of any**<br>**charity being a charity subsidiary to the**<br>**Methodist Church.**|
|Summary of the main<br>activities in relation to those<br>purposes for the public<br>benefit, in particular, the<br>activities, projects or services<br>identified in the accounts.|Para 1.17 and<br>1.19|**Ivybridge Methodist Church provides**<br>**buildings, facilities, a place for worship**<br>**(including live-streaming services), the**<br>**general advancement of the Christian**<br>**faith, Christian education, pastoral care,**<br>**evangelising, maintaining the church**<br>**building, conducting Christian services,**<br>**such as funerals, marriages, welcoming**<br>**new children and raising awareness of**<br>**the Christian faith.**|
|Statement confirming<br>whether the trustees have<br>had regard to the guidance<br>issued by the Charity<br>Commission on public<br>benefit|Para 1.18|**Yes the trustees have regard to the**<br>**guidance issued by the Charity**<br>**Commission on public benefit and always**<br>**seek to fulfil that to the best of their**<br>**ability within the guidance of its**<br>**governing document.**|



## **Additional information (optional)** 

You may choose to include further statements where relevant about: 



||SORP reference||
|---|---|---|
|Policy on grant making|Para 1.38|**No grants have been made by Ivybridge**<br>**Methodist Church.**|
|Policy on social investment<br>including program related<br>investment|Para 1.38|**Ivybridge Methodist Church has no social**<br>**investments.**|
|Contribution made by<br>volunteers|Para 1.38|**The contribution of volunteers is**<br>**essential to the work of the charity.**<br>**Volunteers undergo DBS checks where**<br>**appropriate. Together they contribute**<br>**around 7000 hours of service per year.**<br>**Without them the charity would be unable**<br>**to provide services to our Church and**<br>**community. They are involved in diverse**<br>**areas from bookings management to**<br>**youth work and group leaders to**<br>**providing technology for worship service**<br>**live streaming. **|
|Other|||



## **Achievements and Performance** 

||SORP reference||
|---|---|---|
|Summary of the main<br>achievements of the charity,<br>identifying the difference the<br>charity’s work has made to<br>the circumstances of its<br>beneficiaries and any wider<br>benefits to society as a<br>whole.|Para 1.20|**The Charity’s main focus is a place for**<br>**services of worship for its fellowship and**<br>**surrounding community. To also offer the**<br>**sacraments of baptism, marriages and**<br>**funerals to the community. The charity**<br>**also seeks to build up the fellowship and**<br>**serve the community – such as,**<br>**community lunches are held weekly,**<br>**offering food, conversation and listening**<br>**ears to all who attend and other groups**<br>**(both spiritual and secular) for young and**<br>**old to further develop this aim and**<br>**achievement. Post the pandemic the**<br>**livestreaming of the Sunday morning**<br>**service has continued, and we have**<br>**restarted joint community outreach**<br>**events, such as ‘Party in the Park’, the**<br>**Light Party and an outdoor Town Carol**<br>**Service. We are experiencing**<br>**encouraging growth with our work with**<br>**families and have started a ‘Baby Hub’**<br>**group to support new parents. Our work**<br>**on a Sunday with children has also**<br>**increased, and we are now starting to**<br>**explore ways we can develop**<br>**relationships with our local Primary**<br>**Schools.**|



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

Achievements against Para 1.41 objectives set 

**The main objective of the Charity is to be a body of people committed to following Jesus Christ and to enable others to explore what this might mean for them. To also ensure all have every opportunity** 



|||**of joining in the established fellowship.**<br>**We have five guiding aims namely:**<br>**Providing accessible worship, Sharing**<br>**the Good News, Encouraging Spiritual**<br>**growth, Blessing our community and**<br>**being a Church family and these guide**<br>**our ongoing strategy which is to sustain**<br>**the growth we are experiencing. We aim**<br>**to keep offering regular whole church**<br>**courses for further discipleship and to**<br>**reach out in fresh ways to the community**<br>**through our outdoor community events**<br>**and keep welcoming the community onto**<br>**the church premises through secular**<br>**‘specials’ such as the Advent Craft**<br>**Market, as well as the ongoing warmth of**<br>**fellowship on a Sunday, with our**<br>**contemporary worship and relevant**<br>**messages.**|
|---|---|---|
|Performance of fundraising<br>activities against objectives<br>set|Para 1.41|**We receive our funding via donations**<br>**from the fellowship, gift aid, rental**<br>**income and some grants. During this**<br>**year with all its challenges we maintained**<br>**enough funding to remain financially**<br>**stable.**|
|Investment performance<br>against objectives|Para 1.41|**Ivybridge Methodist Church holds no**<br>**investments.**|
|Other|||





## **Financial Review** 

|**Financial Review**|||
|---|---|---|
|Review of the charity’s<br>financial position at the end<br>of the period|Para 1.21|**For the year 2023/24 the fellowship has**<br>**been blessed by the Lord to have ended**<br>**the year with a healthy bank balance of**<br>**£121,429.**|
|Statement explaining the<br>policy for holding reserves<br>stating why they are held|Para 1.22|**The reserve policy is circa a quarter of**<br>**Ivybridge Methodist Church annual**<br>**expenditure. This should provide**<br>**sufficient time to enable the trustees to**<br>**rectify any financial jeopardy due to**<br>**either falling income, rising expenditure**<br>**or a combination of both.**|
|Amount of reserves held|Para 1.22|**£26,000**|
|Reasons for holding zero<br>reserves|Para 1.22|**Not applicable.**|
|Details of fund materially in<br>deficit|Para 1.24|**Not applicable.**|
|Explanation of any<br>uncertainties about the<br>charity continuing as a going<br>concern|Para 1.23|**There are no financial concerns re the**<br>**viability of the charity, but this is kept**<br>**under a continued review by forecasting**<br>**a few years ahead.**|



|**Additional information (optional)**<br>You may choose to include further statements|**Additional information (optional)**<br>You may choose to include further statements|where relevant about:|
|---|---|---|
|The charity’s principal<br>sources of funds (including<br>any fundraising)|Para 1.47|**The principal sources are donors who are**<br>**largely church attendees who contribute**<br>**either by standing order, weekly**<br>**envelopes or cash in the church**<br>**collection. As many of these donations**<br>**are from UK tax payers, IMC claims the**<br>**gift aid. **|
|Investment policy and<br>objectives including any<br>social investment policy<br>adopted|Para 1.46|**IMC would comply with the Methodist**<br>**Church investment policy.**|
|A description of the principal<br>risks facing the charity|Para 1.46|**Our principal risks are:**<br>**1) A large fall in fellowship numbers that**<br>**could impact donations.**<br>**2) A major safeguarding problem.**<br>**3) A major building repair.**|
|Other|||





## **Structure, Governance and Management** 

|Description of charity’s<br>trusts:||**Not applicable.**|
|---|---|---|
|Type of governing document<br>(trust deed, royal charter)|Para 1.25|**The deed of Union (1932) and Methodist**<br>**Church Act (1976)**|
|How is the charity<br>constituted?<br>(e.g unincorporated<br>association, CIO)|Para 1.25|**1976 Methodist Church Act authorises**<br>**the Methodist Conference as the**<br>**governing body**|
|Trustee selection methods<br>including details of any<br>constitutional provisions e.g.<br>election to post or name of<br>any person or body entitled<br>to appoint one or more<br>trustees|Para 1.25|**Trustees (Stewards) are appointed by the**<br>**Annual Church meeting from**<br>**nominations received from the Church**<br>**membership. Other Trustees are**<br>**appointed by the Church Council as per**<br>**Methodist rules. The only Trustee not**<br>**appointed in this way is the Chair (the**<br>**Minister) who is selected by the Circuit**<br>**and appointed by the Conference of the**<br>**Methodist Church.**|



|**Additional information (optional)**<br>Youmay choose toincludefurtherstatements|**Additional information (optional)**<br>Youmay choose toincludefurtherstatements|whererelevant about:|
|---|---|---|
|Policies and procedures<br>adopted for the induction and<br>training of trustees|Para 1.51|**The Methodist Church Trustee Eligibility**<br>**Declaration with Addendum 1 and**<br>**Addendum 2 – Ivybridge Methodist**<br>**Church– Guidance and Policies.**|
|The charity’s organisational<br>structure and any wider<br>network with which the<br>charity works|Para 1.51|**The national Methodist Church/The**<br>**Connexional is the governing charity that**<br>**devolves responsibility via local District**<br>**& circuit charities that are formed from**<br>**individual Methodist Churches. Ivybridge**<br>**Methodist Church is governed by the**<br>**Church Council, who all are trustees.**|
|Relationship with any related<br>parties|Para 1.51|**The Church hosts the office of the local**<br>**Youth for Christ team and the local Food**<br>**Bank under annual license as prescribed**<br>**by TMCP (Trustees of Methodist Church**<br>**Purposes).**|
|Other|||



## **Reference and Administrative details** 

|Charity name|**Ivybridge Methodist Church**|
|---|---|
|Other name the charity uses|**IMC, Ivybridge Methodist Church Trustees**|
|Registered charity number|**1192612**|
|Charity’s principal address|**Ivybridge Methodist Church,**<br>**Fore Street,**<br>**Ivybridge,**<br>**Devon**<br>**PL21 9AB**|
|||





## **Names of the charity trustees who manage the charity** 

|1<br>2<br>3<br>4<br>5<br>6<br>7<br>8<br>9<br>10<br>11<br>12<br>13<br>14<br>15<br>16<br>17<br>18<br>19<br>20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**<br>**year**|**Name of person (or body)**<br>**entitled to appoint trustee (if**<br>**any)**|
|---|---|---|---|---|
||Rev Amanda Roper|Minister/Chair||Methodist Conference|
||LindseyReid|Secretary||Church Council|
||Robin Duckering|Treasurer||Church AGM|
||Valerie Marriott|Administrator||Church AGM|
||RegMarriott|Senior Steward||Church Council|
||Christine Gentle|Steward||Church AGM|
||Pam Shead|Steward||Church AGM|
||David Rowe|Steward||Church AGM|
||Lynn Allen|Steward||Church AGM|
||Madeline Allen|Steward|From 7thJuly2024|Church AGM|
||Carole Mitchell|Pastoral Secretary||Church Council|
||Chris Phillips|PropertySteward||Church Council|
||Andrew Phillips|Youth Vision Fund||Church Council|
||Sara Hladkij|SafeguardingOfficer||Church Council|
||Maureen Scoble|Congregational Rep||Church Council|
||JudyJago|Congregational Rep||Church Council|
||Stephen Gill|Congregational Rep||Church Council|
||Anna Chalk|Congregational Rep|From 7thJuly2024|Church Council|
||Helen Martin|Congregational Rep|From 7thJuly2024|Church Council|
||||||



Corporate trustees – names of the directors at the date the report was approved 

**Director name Not applicable** 

Name of trustees holding title to property belonging to the charity 

|**Trustee name**|**Dates acted if not for whole year**||
|---|---|---|
|**Trustees for the Methodist**|||
|**Church Purposes**|||
||||





## **Funds held as custodian trustees on behalf of others** 

Description of the assets **Not Applicable** 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 

## **Additional information (optional)** 

## **Names and addresses of advisers (Optional information)** 

**Type of Name Address adviser** 

## **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.
Slgned on behalf of the charlty's trustee$
Slgnature($)
Full name(s)
Posltlon (eg Secretary,
Chalr, etc),
Rev Amanda Roper
Mlnlster & Chalr
Reg Marrlott
Sonlor Steward
Date
24fft February 2025

CHURCH
RECEIPTS AND PAYMENTS
ACCOUNTS
THE METHODIST CHURCH
STANDARD FORM OF ACCOUNTS
IVYBRIDGE METHODIST CHURCH
FOR THE YEAR ENDED
Saturday, 31 August 2024
pi
mouth & Devon
ort
Circuit
Circuit no.
2411
Rgglstornd Chaffty- Charity Reglstratlon numb•r
If not a registered charty Hi• Majest￿¥ R•vonu• •nd Customs
Glft Ald numbor
(The HMRC numb8r is equNalent to a regislered charity numb8r ￿ terms of ev•J8nc8 of chariable ststus and may
be used to give to donors or grant frjnders wtshI￿ to see 8¥￿enCe of Ihe OrganBal￿'s cttar1tab￿ status.
Methc<Jist chariti8s in EngLqnd and Wabs that are not r•J6tered charitm are 8XCePted from regiStra￿n und8r
Statutory Instrument 2014 No.242)
1192612
Mini5tor:
Rev knwida R
Church Trustees..
Reg Marr￿tt
Andrew Phillips
Llndsey ReKI
Sara Hladkij
Val Marriott
Maureen Scoble
Christine Gentle
Judy Jaso
David Rowe
Sieve Gill
Lynn Allen
Anna Chalk from 7th July 2024
Carole Mitchell
Helen Martin from 7th July 2024
Chris Phillips
Pam Shead
Madeline Allen
Treasurer..
Robin Duckering
2023-2024 IMC Slandarf Form of A(￿)unts.XL8
1 of5

IifYBRIDGE
m￿HoDIST CHURCH
ACCOUNTS FOR ThE YE•R EFtyI 31 AIIGLIIT2024
Chw¢h
$EenoMA
REf*ipTS
Tax rnC0￿￿d.
Off*
88nk and CFB tyiternstand Inv4sbThnt
75D
23
a3
a4
53
Oihei fec8
TOTALIIECEI•TS'.
82$$
ffOJ2t
45
IMA52
106•
750
111.271
92,112
a6
SECTION B
PAMKtS
b2
QTcui A￿¢￿r*￿t
47 152
750
6935
b3
bs
bl
Olher Pa
TOTALPAY1*14T8
4 193
9793
2,0
17,J47
750
.0•7
B4.•75
8ECllON e
14ET IIECEIPTSJPAYIWS
74
Tothl bmu9hi lor￿￿j
ftom Lqlt
822
628
¢1+c2
Yrnnalera 8n¢ Btmrtt•
TOTJL FL14D5 AT END OF YEAR
1¢3+¢41
•3,683
•3.••J
94,975.45
ION
• bv In
B#lonr• b
r•xl•m•l o
d3
d4
CE SnLL
d1 *d2
201$

IVYBRICCE METHODIST CHURCH CtrM¢h
SECTI()N
Summaryolthe Chuth forthe yearend8d 31 August 2024 and I￿temal tr) the Chu￿th P￿t0 IhBI thE funds of an
Intemal OT9enL4atK)n nom￿lY ￿ R¢wthi un*ss rt (tsJkJ that thtyCOubJ be used brany p￿￿Se
Thts seclbn be
to arn¥e ai and 11 kniJaLs Ihgn ALLw&b olAGts)un1￿Q ANDA
FFEREFrf FOFN bg Ug8d to the acwunts Iw pkthod￿t*ryts￿￿I P*ase efer* Th>*5 bemwn ￿nnected
Cwlig
INTE￿I￿L ORGAF4S*LnoNS
P¥￿￿Trts
Ywth F￿￿.
9.425
93
27.260
Organissih￿• ￿ndS
9.425
9,332
93
27.260
27.353
Frt fwwifd p•y2.
23.174
TOTAL CABH fW400 KLO
BY CHIMI¢II
120.195
17,421
23.287
121 429
uo A I•PAf41•
CeS￿ry and bthg th•
lotalB lor￿￿1
TOT
TOT￿ 9ECEWTS
SECTION F
¢LO$
L••ICE8
t2024
6AnM OJn•nl
8#nk
I￿OUng
Fin4ne4 Boavj
47 $06
Olhaf fundj
TOTIL-ChAeh
70
01
70&91 lundg h•bJ by Intqm•l (￿an￿1￿)n#(￿•Cknthq
tDt￿ fromabO*èI lè121
27
e12
70TAL C*AH FLWD8 ￿ELDBy i>i
1214ZB
SECTION G
Al
1 S•p*nkn•r2023
31 Awdy￿ 20
OTrER ￿8ÉT9 IrAt Li•XLrriES
dD
Land & BU￿17
e rthrn
10100335
203135
Loan
. Irnuntout•thn+Y
r•
Olhfri
3015

Name ofchurch Ivybridge Methodistchurch. charity number 1192612
Declarations and Scrutiny
I confim that these Receipt and Paymentbased accountsforthe ye8rto 31 August 2024 have beeft
prepared from the records of the Church and thal Ihey include all funds under the ¢ontrol of the Church
tnjstees.
Signature oftreaSu￿r...
Date
Name and address oftreasur8r Robin Duckering
6 Scoldens Close. Modbury, Ivybridge, Devon PL21 OSN
Pre•8ntatlon to th• Church trustoes
I confirm thal the annual reportand accounts brthe yearended 31 August 2024 werelwlll be. presented to
the meoting ol Iho Church trustees held on
Signature of Ihe Chair of Ihe meetlng
Name ofthe Chairolthe meeting
Date
Indep•ndent Examlnerfs Report to the Trustees of tho
Ivybrldg• Methodl$t Church
Ch•rlty Nuffl￿r 1192612
Respon$lbllltles arKI basls af rep(x1
I report to the trustees on my examlnation ofthe ac£ounts ofthe
. Church for
the year ended 31 Augusl 2024 set out on pages .1. to .3. As the Church's Irustees. you are responsible
for the preparation ofthe 8ccounls in accordance wilh the requirements of the Charilies Act 2011 I'the Act.).
I report in respectofmy examination ofthe Churth's accounts Ca￿led out undergection 145 ofthe Act and.
in carrying out my examinalion, I have followed all the applicable Direclions given by the Charity
Commission under 5edion 14515Xb)ofthe ACL
' delete or ryrde as appropriate
4015

Name ofChurth- Ivybridge Methodist Church. tharity no.: 1192612
Indep6nd•rt Examirnr'$ Statemont
I have u)mpleted myexaminab'on. I confinn that no matenal matters have come to my attention in
conn&ction with the examination
') which give me caus8 to believe Ihat
in. any material respecl:
the accounting reo)rds were nol kept in aC￿rdance with seclion 130 ofthe ACL. or
the accounts do not accord with the accounbng records.
I have no conc8ms and have come across no other matters in u)nnedion wilh the examination to which
attention should be drawn in this report in Order lo enable a proper understsnding ofthe a¢¢ountsto b8
reached.
I tWgfftav8 not. obtsined Independent Verification of all invesbnents with th8 Trustees for Methodlst
Church Purposes or held in othér trusts. bank balances and funds atthe Central Financ& Boar(l oflhe
Methodist Church which arè individually in ex￿88 of £10.000 (ten Ihousand pounds) al the balanca
Sheet date.
Signature ofindependentexaminer
Name of independent èxaminer
Rèlevantprofessonal qualthcation ofindependentexaminer
Name offfmi (where appropriatsl
Post Code
Date
delete or circle as appropriate
2023-2024 I￿ Standard Form of Aco)unts.x
5ofS