NORTH EAST SOMERSET & BATH METHODIST CIRCUIT
Charity overview
Activities - how the charity spends its money
The Circuit coordinates the activities of employed ministers and church workers throughout the member churches. The activities include the leading of Christian acts of worship, welfare and charitable work which relates to a care and concern for people locally and worldwide. A Circuit Meeting is held regularly at which the trustees review and exercise responsibility for the affairs of the Circuit.
Income and expenditure
Data for financial year ending 31 August 2024
Total income:
£573,098
| Donations and legacies | £40.52k | |
| Charitable activities | £368.01k | |
| Other trading activities | £87.29k | |
| Investments | £42.18k | |
| Other | £35.11k |
Total expenditure:
£905,820
| Raising funds | £4.13k | |
| Charitable activities | £901.70k | |
| Other | £0 |
£190,771 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 | £4.13k | |
| Charitable expenditure | £901.70k |
People
14 Employee(s)
49 Trustee(s)
100 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
- Other Charitable Activities
- Bath And North East Somerset
- Wiltshire
Governance
- 11 May 2009: Previously excepted registration
- 26 November 2017: Funds received from 1116341 TWERTON FELLOWSHIP
- N.E.S. & B. METHODIST CIRCUIT (Working name)
- Bullying and harassment policy and procedures
- Complaints handling
- Complaints policy and procedures
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Paying staff
- Safeguarding policy and procedures
- Safeguarding vulnerable beneficiaries
- Social media policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
- 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
49 Trustee(s)
| Name | Role | Date of appointment | Other trusteeships | Reporting status of other trusteeships | ||||
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| Rev Simon Topping | Chair | 01 September 2021 |
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| Hannah Eve Bevan | Trustee | 01 September 2024 |
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| Deacon Elizabeth Harfleet | Trustee | 01 September 2024 |
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| Lydia Ann Hinton | Trustee | 01 September 2024 |
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| Judith Lynn Knight | Trustee | 01 September 2024 |
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| Rupert Kaye | Trustee | 01 September 2024 |
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| James Midgley | Trustee | 01 September 2024 |
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| Elizabeth Kenyon | Trustee | 01 September 2024 |
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| Elspeth Mary Rolls | Trustee | 01 September 2024 |
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| Rev Jill Flowers | Trustee | 01 September 2024 |
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| Ruth Horler | Trustee | 01 September 2023 |
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| Michael John Danson | Trustee | 01 September 2023 |
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| Hazel Valerie Bowell | Trustee | 15 March 2023 |
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| Rev John Hayes | Trustee | 01 September 2022 |
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| Rev Christine Wendy Coram | Trustee | 01 September 2022 |
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| PETER ANTHONY KEEVILL | Trustee | 01 September 2022 |
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| Rev Frederick John Carne | Trustee | 08 May 2022 |
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| Anna Sims | Trustee | 01 May 2022 |
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| Antony John Knight | Trustee | 01 March 2022 |
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| Trevor Owen Purches | Trustee | 01 March 2022 |
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| Susan Tandy | Trustee | 02 February 2022 |
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| Rev Kathryn Thomas | Trustee | 01 September 2021 |
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| Gareth Windsor James | Trustee | 01 January 2021 |
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| Sharon Rose Keevill | Trustee | 01 October 2020 |
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| Sally Bown | Trustee | 29 July 2020 |
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| Judith Knight | Trustee | 01 September 2019 |
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| David Sydney Pendle | Trustee | 01 April 2019 |
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| Rev David William Musgrave | Trustee | 07 March 2019 |
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| Allan David Bain | Trustee | 07 March 2019 |
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| Ian Sims | Trustee | 07 March 2019 |
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| Margaret Hatherell | Trustee | 01 September 2018 |
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| Angela Hurford | Trustee | 01 September 2018 |
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| Denise Jean Cutlan | Trustee | 01 September 2018 |
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| Cathy Edge | Trustee | 07 September 2017 |
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| FRANCIS JAMES DAY | Trustee | 01 September 2017 |
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| Rev PHILIP STANLEY TURNER | Trustee | 01 September 2017 |
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| Rev David Winstanley | Trustee | 01 September 2017 |
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| Liz Church | Trustee | 01 September 2015 |
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| Jan Tate | Trustee | 01 August 2015 |
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| Jackie Yates | Trustee | 01 September 2014 |
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| Helen Green | Trustee | 01 September 2014 |
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| JILL MARLYN MINERS | Trustee | 15 June 2012 |
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| GLYNIS ROSALIND INEZ HULL MA | Trustee |
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| RICHARD SIDNEY JOHN PIERCE BSC FRICS | Trustee |
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| RAY LANSLEY | Trustee |
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| ELIZABETH JANE BUTTON BA Hons | Trustee |
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| BRONWYN JOY PHILLIPS | Trustee |
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| NEIL QUILTER | Trustee |
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| Rev IAN SOUTER | 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 | £976.31k | £523.08k | £772.39k | £536.49k | £573.10k | |
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Total expenditure | £621.37k | £698.31k | £882.25k | £762.94k | £905.82k | |
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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 | £3.61k | N/A | N/A | N/A | |
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Income - Donations and legacies | £524.09k | £62.19k | £319.25k | £53.68k | £40.52k | |
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Income - Other trading activities | £64.39k | £50.53k | £68.21k | £80.32k | £87.29k | |
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Income - Charitable activities | £369.35k | £378.30k | £372.12k | £367.44k | £368.01k | |
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Income - Endowments | £0 | £0 | £0 | £0 | £0 | |
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Income - Investment | £6.57k | £3.60k | £6.67k | £29.78k | £42.18k | |
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Income - Other | £11.91k | £28.47k | £6.13k | £5.28k | £35.11k | |
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Income - Legacies | £0 | £0 | £0 | £0 | £0 | |
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Expenditure - Charitable activities | £621.37k | £698.31k | £858.40k | £762.94k | £901.70k | |
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Expenditure - Raising funds | £0 | £0 | £0 | £0 | £4.13k | |
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Expenditure - Governance | £11.44k | £13.76k | £15.70k | £18.04k | £14.09k | |
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Expenditure - Grants institution | £323 | £5.00k | £62.12k | £62.33k | £32.55k | |
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Expenditure - Investment management | £0 | £0 | £0 | £0 | £0 | |
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Expenditure - Other | £0 | £0 | £23.85k | £0 | £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 | £4.80m | £4.48m | £4.70m | £4.70m | £4.04m | |
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Long-term investments | £1.23m | £1.33m | £770.72k | £770.46k | £1.33m | |
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Other assets | £713.98k | £859.27k | £1.08m | £844.76k | £847.17k | |
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Defined benefit pension scheme asset or liability | £0 | £0 | £0 | £0 | £0 | |
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Total liabilities | £53.53k | £57.45k | £44.92k | £37.25k | £82.39k |
Accounts and annual returns
| Title | Reporting year | Date received | Received | Download |
|---|---|---|---|---|
| Annual return | 31 August 2024 | 22 May 2025 | On Time | |
| Accounts and TAR | 31 August 2024 | 22 May 2025 | On Time | Download Open in new window |
| Annual return | 31 August 2023 | 05 June 2024 | On Time | |
| Accounts and TAR | 31 August 2023 | 05 June 2024 | On Time | Download Open in new window |
| Annual return | 31 August 2022 | 16 June 2023 | On Time | |
| Accounts and TAR | 31 August 2022 | 16 June 2023 | On Time | Download Open in new window |
| Annual return | 31 August 2021 | 08 June 2022 | On Time | |
| Accounts and TAR | 31 August 2021 | 08 June 2022 | On Time | Download Open in new window |
| Annual return | 31 August 2020 | 14 April 2021 | On Time | |
| Accounts and TAR | 31 August 2020 | 14 April 2021 | On Time | Download Open in new window |