THE METHODIST CHURCH - CLEVELAND AND DANBY CIRCUIT
Charity overview
Activities - how the charity spends its money
The management and planning of regular public acts of worship within the churches in the circuit. The provision of ministers to undertake the teaching of Christianity through sermons, courses and small groups. The provision of ministers to undertake pastoral work, visiting sick & behreaved, local industry & commercial premises. The conducting of marriages, funerals and christenings.
Income and expenditure
Data for financial year ending 31 August 2024
Total income:
£544,692
| Donations and legacies | £600 | |
| Charitable activities | £502.00k | |
| Other trading activities | £0 | |
| Investments | £23.10k | |
| Other | £19.00k |
Total expenditure:
£370,720
| Raising funds | £0 | |
| Charitable activities | £370.72k | |
| Other | £0 |
£0 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 | £0 | |
| Charitable expenditure | £370.72k | |
| Retained for future use | £173.97k |
People
7 Employee(s)
45 Trustee(s)
21 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 Buildings/facilities/open Space
- Other Charitable Activities
- North Yorkshire
- Redcar And Cleveland
Governance
- 30 July 2009: Previously excepted registration
No other names
- Bullying and harassment policy and procedures
- Complaints handling
- Complaints policy and procedures
- Conflicting interests
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Paying staff
- Risk management
- Safeguarding policy and procedures
- Safeguarding vulnerable beneficiaries
- Serious incident reporting policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
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
45 Trustee(s)
| Name | Role | Date of appointment | Other trusteeships | Reporting status of other trusteeships | ||||
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| Rev Richard Victor Sharples | Chair | 01 September 2023 |
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| Delia Elizabeth Liddle | Trustee | 09 December 2024 |
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| Pauline Anne Drew | Trustee | 09 December 2024 |
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| Ann Watson | Trustee | 19 September 2024 |
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| Emma Dacey | Trustee | 15 August 2024 |
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| PAUL WELLS | Trustee | 10 September 2023 |
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| Eva Sykes | Trustee | 01 September 2023 |
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| Molly Thwaites | Trustee | 01 September 2023 |
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| Betty Bell | Trustee | 01 September 2023 |
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| Georgina McMahon | Trustee | 01 September 2023 |
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| Christine Clayton | Trustee | 01 September 2023 |
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| Pamela Stenson | Trustee | 01 September 2023 |
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| Martin McLachlan | Trustee | 01 March 2023 |
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| Yuonne Holden | Trustee | 01 September 2022 |
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| Sandra Dixon | Trustee | 01 September 2020 |
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| Denise Burdon | Trustee | 01 September 2020 |
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| Rev Kevin Highfield | Trustee | 01 September 2020 |
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| Jason Griffiths | Trustee | 01 September 2020 |
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| Sheila Crossman | Trustee | 01 September 2019 |
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| Sarah Louise Dixon | Trustee | 01 September 2019 |
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| Rev William Middlemiss | Trustee | 06 June 2019 |
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| Phillip Darby | Trustee | 01 December 2018 |
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| SHEILA JONES | Trustee | 01 September 2018 |
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| Judith Hathaway | Trustee | 01 September 2018 |
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| Rev Isabel Ann Stuart | Trustee | 01 September 2016 |
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| Beryl Irene Hurren | Trustee | 01 September 2016 |
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| John Harrison | Trustee | 01 September 2015 |
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| Pamela Chester | Trustee | 01 September 2015 |
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| Brian Stephenson | Trustee | 01 September 2015 |
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| Janet Coles | Trustee | 01 September 2015 |
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| Gillian Pearson | Trustee | 01 September 2015 |
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| REV KEITH WILLIAM MARTIN | Trustee | 01 September 2014 |
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| Rosemary Taylor | Trustee | 05 December 2013 |
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| Stephen Jonathan Jones | Trustee | 01 September 2013 |
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| STEPHEN PEARSON | Trustee | 28 March 2011 |
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| ENA HARKER | Trustee |
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| ROBERT EDWARD NEWLOVE SHAWCROSS FCA | Trustee |
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| CHRISTOPHER JOHN SIMS | Trustee |
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| BARBARA ANN TANSLEY CERT.ED | Trustee |
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| ALAN RICHMOND | Trustee |
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| LAWRENCE ERNEST PEIRSON | Trustee |
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| Susan Elizabeth Chadwick | Trustee |
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| ANN SOUTHGATE | Trustee |
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| REV TREVOR HAIGH | Trustee |
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| DAVID WILLIAMS | Trustee |
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Financial history
Financial period end date
| Income / Expenditure | 31/08/2020 | 31/08/2021 | 31/08/2022 | 31/08/2023 | 31/08/2024 | ||
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Total gross income | £230.92k | £190.77k | £183.04k | £222.82k | £544.69k | |
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Total expenditure | £254.96k | £255.30k | £212.44k | £291.38k | £370.72k | |
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Income from government contracts | N/A | N/A | N/A | N/A | N/A | |
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Income from government grants | N/A | N/A | N/A | N/A | N/A | |
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Income - Donations and legacies | N/A | N/A | N/A | N/A | £600 | |
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Income - Other trading activities | N/A | N/A | N/A | N/A | £0 | |
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Income - Charitable activities | N/A | N/A | N/A | N/A | £502.00k | |
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Income - Endowments | N/A | N/A | N/A | N/A | £0 | |
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Income - Investment | N/A | N/A | N/A | N/A | £23.10k | |
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Income - Other | N/A | N/A | N/A | N/A | £19.00k | |
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Income - Legacies | N/A | N/A | N/A | N/A | £0 | |
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Expenditure - Charitable activities | N/A | N/A | N/A | N/A | £370.72k | |
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Expenditure - Raising funds | N/A | N/A | N/A | N/A | £0 | |
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Expenditure - Governance | N/A | N/A | N/A | N/A | £4.22k | |
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Expenditure - Grants institution | N/A | N/A | N/A | N/A | £46.25k | |
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Expenditure - Investment management | N/A | N/A | N/A | N/A | £0 | |
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Expenditure - Other | N/A | N/A | N/A | N/A | £0 |
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 | ||
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Own use assets | N/A | N/A | N/A | N/A | £870.00k | |
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Long-term investments | N/A | N/A | N/A | N/A | £330.00k | |
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Other assets | N/A | N/A | N/A | N/A | £406.27k | |
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Defined benefit pension scheme asset or liability | N/A | N/A | N/A | N/A | £0 | |
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Total liabilities | N/A | N/A | N/A | N/A | £31.61k |
Accounts and annual returns
| Title | Reporting year | Date received | Received | Download |
|---|---|---|---|---|
| Annual return | 31 August 2024 | 23 June 2025 | On Time | |
| Accounts and TAR | 31 August 2024 | 23 June 2025 | On Time | Download Open in new window |
| Annual return | 31 August 2023 | 31 May 2024 | On Time | |
| Accounts and TAR | 31 August 2023 | 31 May 2024 | On Time | Download Open in new window |
| Annual return | 31 August 2022 | 18 July 2023 | 18 days late | |
| Accounts and TAR | 31 August 2022 | 30 June 2023 | On Time | Download Open in new window |
| Annual return | 31 August 2021 | 28 June 2022 | On Time | |
| Accounts and TAR | 31 August 2021 | 28 June 2022 | On Time | Download Open in new window |
| Annual return | 31 August 2020 | 30 June 2021 | On Time | |
| Accounts and TAR | 31 August 2020 | 30 June 2021 | On Time | Download Open in new window |