PLYMOUTH AND DEVONPORT METHODIST CIRCUIT
Charity overview
Activities - how the charity spends its money
PROVIDES SERVICES ACTS AS AN UMBRELLA OR RESOURCE BODY TO ITS CHURCHES
Income and expenditure
Data for financial year ending 31 August 2024
Total income:
£526,014
| Donations and legacies | £10.99k | |
| Charitable activities | £361.30k | |
| Other trading activities | £0 | |
| Investments | £14.13k | |
| Other | £139.60k |
Total expenditure:
£478,846
| Raising funds | £0 | |
| Charitable activities | £467.02k | |
| Other | £11.82k |
£3,663 investments gains (losses)
Charitable expenditure
Charitable expenditure with investment gains
Charitable expenditure
Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.
In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.
Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.
By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.
| Raising funds and other expenditure | £11.82k | |
| Charitable expenditure | £467.02k | |
| Retained for future use | £47.17k |
People
2 Employee(s)
57 Trustee(s)
1 Volunteer(s)
Employees with total benefits over £60,000
No employees have total benefits over £60k for this charityFundraising
Trading
Trustee payments
What, who, how, where
- Religious Activities
- The General Public/mankind
- Provides Services
- Acts As An Umbrella Or Resource Body
- Cornwall
- Devon
- Plymouth City
Governance
- 09 February 2010: Standard registration
No other names
- Complaints handling
- Conflicting interests
- Investment
- Paying staff
- Risk management
- Safeguarding vulnerable beneficiaries
- Volunteer management
Trustees
Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service
57 Trustee(s)
| Name | Role | Date of appointment | Other trusteeships | Reporting status of other trusteeships | ||||
|---|---|---|---|---|---|---|---|---|
| June Maureen Algie | Trustee | 30 April 2025 |
|
|
||||
| Steven Martin | Trustee | 30 April 2025 |
|
|
||||
| Anthony Richard Hollick | Trustee | 25 April 2025 |
|
|
||||
| Antony Kirby | Trustee | 01 September 2024 |
|
|
||||
| Rev Rebecca Jane Marshall | Trustee | 01 September 2024 |
|
|
||||
| Mary Louise McNaughton | Trustee | 01 September 2024 |
|
|
||||
| Lynne Lesley Rogers | Trustee | 01 September 2024 |
|
|
||||
| Elizabeth Ann Cade | Trustee | 01 September 2024 |
|
|
||||
| Carmen de Pablo Lopez | Trustee | 01 September 2024 |
|
|||||
| Brenda Lowe | Trustee | 16 November 2023 |
|
|
||||
| Pamela Shead | Trustee | 23 October 2023 |
|
|
||||
| Martha Wright | Trustee | 05 October 2023 |
|
|||||
| Richard Killick | Trustee | 26 September 2023 |
|
|
||||
| Michael Edwin Tozer | Trustee | 05 September 2023 |
|
|
||||
| Susan Tozer | Trustee | 05 September 2023 |
|
|
||||
| Malcolm Geoffrey Pillar | Trustee | 01 July 2023 |
|
|
||||
| Beverly Joy Smerdon | Trustee | 20 June 2023 |
|
|
||||
| Margaret Ridley | Trustee | 06 June 2023 |
|
|
||||
| Christine Adams | Trustee | 18 September 2022 |
|
|
||||
| Lesley Kerslake | Trustee | 01 September 2022 |
|
|
||||
| HEATHER JOYCE BRUMPTON | Trustee | 01 May 2022 |
|
|||||
| Hannah Richardson | Trustee | 07 April 2022 |
|
|||||
| Helen Kimberley | Trustee | 07 March 2022 |
|
|
||||
| Jean Mortimore | Trustee | 20 January 2022 |
|
|
||||
| Rev Amanda Suzanne Roper | Trustee | 01 August 2021 |
|
|||||
| Rev Alistair Michael Lowe | Trustee | 01 August 2021 |
|
|
||||
| Rev John David Mills | Trustee | 01 August 2021 |
|
|
||||
| Elizabeth Coleman | Trustee | 24 March 2021 |
|
|
||||
| Catheryn Ann Niazi Ghadim | Trustee | 03 March 2021 |
|
|
||||
| Shirley Patrica Hrydziuszka | Trustee | 30 October 2020 |
|
|
||||
| Rev Brenton Robert Prigge | Trustee | 01 September 2020 |
|
|
||||
| Robin Richard Duckering | Trustee | 16 April 2020 |
|
|
||||
| Stewart Edward | Trustee | 01 October 2018 |
|
|
||||
| Matthew Rix | Trustee | 27 June 2018 |
|
|
||||
| Reginald Gordon MARRIOTT | Trustee | 01 May 2018 |
|
|||||
| Margaret Dennis | Trustee | 13 March 2018 |
|
|
||||
| Christopher George Phillips | Trustee | 19 October 2017 |
|
|||||
| DIANA MARY SMART | Trustee | 28 June 2017 |
|
|
||||
| David Youngs | Trustee | 01 September 2016 |
|
|
||||
| DAVID ROWE | Trustee | 03 November 2014 |
|
|
||||
| Maureen Joyce Blatchford | Trustee | 21 August 2014 |
|
|
||||
| Judith Lea | Trustee | 19 March 2014 |
|
|
||||
| JOAN PAMELA BUTTLE | Trustee | 21 November 2013 |
|
|||||
| JANET DOBINSON | Trustee | 24 June 2013 |
|
|
||||
| JOHN BUTTLE | Trustee | 09 May 2012 |
|
|||||
| CAROLE MITCHELL | Trustee | 29 June 2011 |
|
|||||
| KAREN LOUISE SHEARS | Trustee | 18 May 2011 |
|
|
||||
| TERESA ANNE WHITE | Trustee |
|
|
|||||
| MISS SUE BOLT | Trustee |
|
|
|||||
| ELIZABETH DOROTHY PARKER | Trustee |
|
|
|||||
| PHILIP JOHN O'CONNELL | Trustee |
|
|
|||||
| MRS PAM MISSEN | Trustee |
|
|
|||||
| KEITH RICHARD LAUNDER | Trustee |
|
|
|||||
| DAVID WARNE ELLIOTT | Trustee |
|
|
|||||
| MR MIKE SOWDEN | Trustee |
|
|
|||||
| MARGARET BARRETT | Trustee |
|
|
|||||
| MR KEITH ANGILLEY | Trustee |
|
|
|||||
Financial history
Financial period end date
| Income / Expenditure | 31/08/2020 | 31/08/2021 | 31/08/2022 | 31/08/2023 | 31/08/2024 | ||
|---|---|---|---|---|---|---|---|
|
|
Total gross income | £905.80k | £443.64k | £532.65k | £424.25k | £526.01k | |
|
|
Total expenditure | £581.11k | £550.04k | £515.55k | £534.62k | £478.85k | |
|
|
Income from government contracts | N/A | N/A | N/A | N/A | N/A | |
|
|
Income from government grants | N/A | N/A | N/A | N/A | N/A | |
|
|
Income - Donations and legacies | £496.97k | N/A | £972 | N/A | £10.99k | |
|
|
Income - Other trading activities | £3.25k | N/A | £0 | N/A | £0 | |
|
|
Income - Charitable activities | £376.79k | N/A | £387.57k | N/A | £361.30k | |
|
|
Income - Endowments | £15 | N/A | £0 | N/A | £0 | |
|
|
Income - Investment | £7.73k | N/A | £4.50k | N/A | £14.13k | |
|
|
Income - Other | £21.05k | N/A | £139.61k | N/A | £139.60k | |
|
|
Income - Legacies | £0 | N/A | £0 | N/A | £0 | |
|
|
Expenditure - Charitable activities | £581.11k | N/A | £443.44k | N/A | £467.02k | |
|
|
Expenditure - Raising funds | £0 | N/A | £72.10k | N/A | £0 | |
|
|
Expenditure - Governance | £6.02k | N/A | £6.80k | N/A | £0 | |
|
|
Expenditure - Grants institution | £0 | N/A | £0 | N/A | £0 | |
|
|
Expenditure - Investment management | £0 | N/A | £17.12k | N/A | £0 | |
|
|
Expenditure - Other | £0 | N/A | £0 | N/A | £11.82k |
Assets and liabilities
Definitions for assets and liabilities
These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.
Long term InvestmentsInvestments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.
These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.
Defined benefit pension scheme asset or liabilityThis is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.
Total liabilitiesThese are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.
| Asset / Liability | 31/08/2020 | 31/08/2021 | 31/08/2022 | 31/08/2023 | 31/08/2024 | ||
|---|---|---|---|---|---|---|---|
|
|
Own use assets | £1.67m | N/A | £2.23m | N/A | £2.20m | |
|
|
Long-term investments | £33.89k | N/A | £37.39k | N/A | £38.52k | |
|
|
Other assets | £1.54m | N/A | £917.75k | N/A | £418.57k | |
|
|
Defined benefit pension scheme asset or liability | £0 | N/A | £0 | N/A | £0 | |
|
|
Total liabilities | £69.64k | N/A | £102.90k | N/A | £64.59k |
Accounts and annual returns
| Title | Reporting year | Date received | Received | Download |
|---|---|---|---|---|
| Annual return | 31 August 2024 | 27 May 2025 | On Time | |
| Accounts and TAR | 31 August 2024 | 27 May 2025 | On Time | Download Open in new window |
| Annual return | 31 August 2023 | 30 May 2024 | On Time | |
| Accounts and TAR | 31 August 2023 | 30 May 2024 | On Time | Download Open in new window |
| Annual return | 31 August 2022 | 30 June 2023 | On Time | |
| Accounts and TAR | 31 August 2022 | 30 June 2023 | On Time | Download Open in new window |
| Annual return | 31 August 2021 | 17 April 2023 | 291 days late | |
| Accounts and TAR | 31 August 2021 | 17 April 2023 | 291 days late | Download Open in new window |
| Annual return | 31 August 2020 | 11 May 2021 | On Time | |
| Accounts and TAR | 31 August 2020 | 11 May 2021 | On Time | Download Open in new window |