Trustees’ Annual Report for the period
From: 1 September 2021 To: 31 August 2022
Charity name: Grange Methodist Church
Charity registration number: 1198002
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | The governing document is_The Constitutional_ Practice and Discipline of the Methodist Church _(CPD). See:_https://www.methodist.org.uk/for- churches/governance/cpd/ The purposes of the 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 the discipline of the Methodist Church; b) any charitable purpose for the time being of any Connexional, district, circuit, local or other organisation of the Methodist Church; c) any charitable purpose for the time being of any society or institution subsidiary or ancillary to the Methodist Church; d) any purpose for the time being of any charity being a charity subsidiary to the Methodist Church. |
| Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. |
Para 1.17 and 1.19 |
We believe we are called to be a church where people of all ages and backgrounds are supported in: loving and serving God loving and serving our neighbours, both local and global growing and sharing faith. We offer Methodist Christian worship, fellowship, service of our community and outreach, in Grange-over-Sands, Cumbria and beyond. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | This guidance has been provided to the trustees. |
Additional information (optional) You may choose to include further statements where relevant about: SORP reference Policy on grant making Para 1.38
Para 1.38 Policy on social investment including program related investment Contribution made by Para 1.38 volunteers Other
Achievements and Performance
| SORP reference | ||
|---|---|---|
| Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. |
Para 1.20 | Main achievements of 2021-2: • Attendance at worship increased as people returned after the Covid pandemic and new people joined. • Streamed services attract an “online congregation” of around 10 live viewers each week and others who watch later in the week. This enables those unable to attend in person still to be part of the church family. • New community groups booking the church include gym classes and theatre groups. Participation in group activities improves well-being and mental health. • The church provided leadership and participated actively in “Churches Together” in Grange, for example “Great Big Garden Party” for the Platinum Jubilee, and streaming of the united civic service after the death of the Queen. Activities such as these draw people together in times of shared celebration and grief. • The church collaborated with the Churches Together Youth Trust to support an ecumenical Youth Worker working in schools and organising other youth activities including hosting at the church an after-school drop-in for secondary age children. • The minister provided regular video assemblies for the local secondary school to use in collective worship at a time when they were still not able to welcome visitors because of Covid safeguards. In the summer term visited the nursery class of a local primary school weekly to do ‘Godly Play’ with them. |
| • | Church-run Baby Group re-started after |
|---|---|
| the pandemic and since then | |
| attendance has doubled. It is a lifeline | |
| for new mothers, enabling them to meet | |
| with others and to find friends and | |
| mutual support. | |
| • | Weekly coffee morning attendance has |
| increased. It is a great meeting place | |
| for those in the community who are | |
| lonely. | |
| • | Weekly ‘Toast Church’ at 9:30am on |
| Sundays restarted in September 2021, | |
| aimed at families and children. New | |
| attendees were welcomed. A new | |
| ‘teens’ group was established for young | |
| people who were previously involved | |
| with Toast Church, starting with a | |
| couple of social gatherings. | |
| • | In 2021-2 the church has been |
| fundraising for “Open for Community” – | |
| an exciting project to redevelop the | |
| 1874 premises for church and | |
| community use. | |
| • | Collections were made for other |
| charitable organisations, including | |
| Christian Aid, Action for Children All We | |
| Can, and Methodist mission funds, | |
| raising nearly £3500 in the year for | |
| these. Regular donations of food and | |
| toiletries were also collected for the | |
| Barrow Foodbank. |
Additional information (optional) You may choose to include further statements where relevant about:
Achievements against Para 1.41 objectives set Performance of fundraising Para 1.41 activities against objectives set Investment performance Para 1.41 against objectives Other
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | See attached Standard Form of Accounts for the year ending 31stAugust 2022. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | See attached Reserves Policy. |
| Amount of reserves held | Para 1.22 | General Funds - £34,196 Restricted Funds-£79,697 |
| Reasons for holding zero reserves |
Para 1.22 | N/A |
|---|---|---|
| Details of fund materially in deficit |
Para 1.24 | N/A |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | N/A |
Additional information (optional) You may choose to include further statements where relevant about:
The charity’s principal Para 1.47 sources of funds (including any fundraising) Investment policy and Para 1.46 objectives including any social investment policy adopted A description of the principal Para 1.46 risks facing the charity Other
Structure, Governance and Management
| Description of charity’s trusts: |
Not applicable. | |
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 |
The deed of Union (1932) and Methodist Church Act (1976). |
| How is the charity constituted? (e.g. unincorporated association, CIO) |
Para 1.25 | The 1976 Methodist Church Act authorises the Methodist Conference as the governing body. |
| Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees |
Para 1.25 | Trustees are appointed by the Church Council according to standard Methodist procedures. The only Trustee not appointed in this way is the Chair (the Minister) who is selected by the Circuit and appointed by the Conference of the Methodist Church. |
Additional information (optional)
You may choose to include further statements where relevant about:
| 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 | Grange Methodist Church is an independent charity but is part of the South Lakes Circuit of the Methodist Church within the Methodist Church of Britain Connexion. |
| Relationship with any related parties |
Para 1.51 |
Other
Reference and Administrative details
| Charity name | Grange Methodist Church |
|---|---|
| Other name the charity uses | Not applicable. |
| Registered charity number | 1198002 |
| Charity’s principal address | Grange Methodist Church Kents Bank Road GRANGE-OVER-SANDS LA11 7EY |
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Trustee name | Office (if any) | Dates acted if not for **whole year ** |
Name of person (or body) entitled to appoint trustee (ifany) |
|---|---|---|---|---|
| Rev Joanna Ruth Rand | Chair | Methodist Conference | ||
| Rev Graham Ransom | Circuit Superintendent | Methodist Conference | ||
| Andrew Robert Lockley | Trustee | Church Council | ||
| Ursula Katharine Lockley | Trustee | Church Council | ||
| Rev Susan Margaret Nicol | Trustee | Church Council | ||
| Rev David William Edmondson |
Trustee | Church Council | ||
| Hazel MaryEdmondson | Trustee | Church Council | ||
| Peter John McPherson Nicol | Trustee | Church Council | ||
| Gillian Maryde Bourcier | Trustee | Church Council | ||
| Ruth Marion Briddock | Trustee | Church Council | ||
| Barbara Leader | Trustee | Church Council | ||
| Ruth Webster | Trustee | Church Council | ||
| Hilda Margaret Alice Gardner | Trustee | Church Council | ||
| Carol Lamb | Trustee | Church Council | ||
| Paul Rand | Trustee | Church Council | ||
| Glenda Clark | Trustee | Church Council | ||
| Judith MarySharples | Trustee | 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 Methodist Church Purposes | ||
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
Additional information (optional)
Names and addresses of advisers (Optional information)
| s and addresses of advisers (Optional information) | s and addresses of advisers (Optional information) | s and addresses of advisers (Optional information) |
|---|---|---|
| Type of adviser Name Address |
||
| 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
Signature(s) Full name(s) Position (e.g. Secretary, Chair, etc) Date
CHURCH RECEIPTS AND PAYMENTS ACCOUNTS THE AIETHODIST CHURCH STDARD FORM OF AGGOUNTS Grn IA8thodlst Church hurch FOR THE YEAR ENDED 31 August 2022 Clrcutt Clrcutt no Reglstoved Chlty. Charfty lIeratIon numlmr a regi5twed ¢arty Her Rw•nue and Customs Glft Ald number (Th HMRC numt>er is Ul¥8nI to 8 wfjstJ charfjty nwnbor In tarms of o¥idwth of diaritatAe stau and may be used to give to d¢)nors or grant funders ¥•ishing to see edence of the oryan$3ation's thantable sLus. Meth(xlist chairb8s in ErvJFand Wa185 that are not rjd chwilies are excepted frcffi registtallc urthr Ststulory Iwthm¢nt 2014 No.2421 1198co2 Mirister.. Rw J Rarwj Churth Stewards.. Gl8nda Clark Hazd Edmrywtson Su Lfkl Su• Nlcol Trgasurer. Paul Rand
Grnnge Methodlsl ChUh FuThJB RECEIPTS and Tax reLY)¥ared B•k aTh1 CFB Nrtwest 310 87.94B 43 Ldbng$ 7.258 4.347 62M65 13,032 07.034 TOTAL RECEIPTS la7) 91.078 SECTION B b1 PAIIIENTS Cirojit A$8a$M# w Shore 39,800 Manlena Utirties Iln5urarKe5. walor 4.767 4767 b7 6.17B 56 10.986 61.280 12,688 5478 TOTAL PAVAEIITS SE¢TIOII C RECEIPT&PAYMENIS FOR TIIE YEAR 39.761 4&794 32.289 Lqsty 39,937 88.t39 Sub tcal el+¢2 34.106 79,697 TOTAL FUN AT END OF YE 163•¢41 a4.196 74ts7 113M•3 SECIION O FOR INFORIAATION ONLY: MOIEY RECEIVEOAMO PA85EO ON TO ExTERIL oRG*IsATIONs 1th91o amounts arnnot to b• Includ•d th totsl r8¢•1p1M¥¥fI¥¢• •bobvl df STILL TO BE PAID {d1+d2-d3) (hwthR•DdP2ffl5 2oF5
Icn e8,139 11 10T¢ fJl*l i(•> 113, 13• 2.984.754
Name of GIrth 1198(K12 Declarations and Scrutlny I confirm that theso Raceirt ar¥J Paynpnt bas&1 for tre yw to 31 AugLBt 2022 be preFor•J from tha of Ihg Ctsjrth a1 that Ily iude all fuThJs (x)ntrd of Church twstaes. Slgnature of treasurw........... . Date....7rloy.IzL Name and •JdresJ of tra2r Pad The Mgrtse. FernlevJh Road ands. iA117HN Presentstlon to th? GhurGh trustees I confimi that the annual report Ount$ for aT ended 31 AL¥JUSt 2022 presenbj to the meet¥vJ of the Churth trLOtees held on .o.l.i.o.l.kp Signature ofthe Chair ol the meeliTrJ ......... Nama ofts Chair of Iho m8oting Rev. Jo Rd Indopondent Examinerf8 Report lo th• Trustees of the Grange Methodist Church 1198(MJ2 R•sponbIllI[O and of report GRhdGÉ t/lÉrHatsi4T I r•wrt to the truste8s on my examination of Ihe aecojnts of the ............... .... Church forthè pr 8rA8d 31 AugL&St 2022 set ¢xrt s)n pages ..1 to .2 As Ihe ch.$ trustees. y ore respwsible for the pryaraticn ofthe accounts in accudance WTth requirements of tt Chaiiixs Ac4 201111h8 Arf). I feport in respect of my examinati of tr CthL¥ch's accounts ¢arried out under section 145 of the Ad and, in carryiry out my examinat, I have folluAwl all 4)plicabl8 Directions given by the Charity C¢>mmison LnJersèm 14515Xbl of the A 4015
Name of Church No. 119)2 I haw ¢4Jmpl my examinati. I confinn that no material mattws have come to my attention in conon with examination loltrr than that digctosed b0) whth giv• me cause to tleve that in. any materbal respect: Ihe accounting records not W in accordance with sedion 130 of the Act (Y I have no ¢on¢eff and have come acros$ no otsr malters in connection with the exaffinats'on to whith attention ¥h(wld be drartn in this rgport in order to Énable a prop8r understandlng of thè accounts to be rnxhed. I nor otAained iThlopondent ¥wifKation of all inveslm8nts vrith ts Tntste8s for Methodlst Church Purposes or held in 0r tVU5ts, bank bafancas and fvnds at the Cantr81 Finance Board of Methodist Churth Yknich we indiwdualty in ex¢¢ss of£10,CW (ten thousand pounds) at thB balance sI¢t date. SignatyA of iTh18pendwrt examiner Nsme of irKlopond8nt examl John CoellD Rele¥tt professlonl qualificatsn of 1ndeFwbJrt examiner .............. Naoffin (wlweapKYowate) ...................................... Kendal LA9 5HD Date 22 SEPTÉ 2022 ' dekte or c¥rd8 Sèp22 L2015
RESERVES POLICY of
Grange Methodist Church
(*Church Council /Circuit Meeting /District )
| 1. GeneralFunds held at Y/E 31/08/2022 |
£34,196 |
|---|---|
| 2. RestrictedFunds held“ |
£79,697 |
| 3. EndowmentFunds held“ |
£0 |
- Reserves policy for General Funds Our unrestricted funds at 31/08/2022 comprised a balance of £10,839 in our General Fund (up from an opening balance of £5,895 thanks to an increase in regular giving and letting income) and £23,356 held as an unrestricted portion of our ‘Development Fund’ (primarily accumulated a number of years ago, before the advent of our current redevelopment project).
Our General Fund expenditure for the year was £59,227. Our experience during the Covid-19 pandemic was that whilst income from lettings disappeared, most of the regular giving from church members and adherents continued, via standing orders and cheques. Furthermore, general expenditure decreased because of reduced church activities and building use. Therefore, in the event of a future need to suspend regular activities, such as another pandemic, we expect that ongoing general income would be sufficient to meet ongoing essential expenditure without the need to draw significantly on reserves.
The Quinquennial report carried out in September 2021 identified work required on our building over a period of five years to the value of approx. £78,000, though around £46,000 of this is work that would be covered within the budget of our redevelopment project (e.g. replacement of the boiler). If the redevelopment project does not go ahead, the restricted funds we have raised could still be used to complete this work (see policy for restricted funds.
In conclusion, unrestricted reserves of approx. £32,000 are required for use over the next 4-5 years on essential work identified in the 2021 quinquennial. Of this, we anticipate spending up to £20,000 in the next 12 months leaving us with £14,000 (just under 3 months general expenditure) to cover running costs in the unlikely event of a total cessation or catastrophic drop in regular income.
5. Policy for Restricted Funds
We are currently fundraising for a major redevelopment of our building, with a projected cost of approx. £900,000. As at 31/08/2022, we have £79,697 in restricted funds for this purpose and approx. £238,000 pledged but not yet received from our membership, the Circuit and grant awarding bodies. Further local fundraising and grant applications are in progress and the plans for the project are subject to regular review by the Church Council.
In the fundraising carried out, it has been made clear that should the planned project not go ahead, the restricted funds raised may be used to carry out necessary renovations and improvements to make our building fit for its ongoing use.
6. Terms relating to Endowment Funds held Not applicable.
This Reserves Policy has been approved by Grange Methodist Church
| Grange Methodist Church | Grange Methodist Church | |
|---|---|---|
| (*Church Council /Circuit Meeting /District ) |
||
| Treasurer | Trustee (Property Steward) | |
| Full namePaul Rand | Full NamePeter Nicol | |
| Signature | Signature |