METHODIST ACTION (NORTH WEST) LIMITED

Charity number: 1136621
Charity is insolvent

Charity overview

Activities - how the charity spends its money

The objects of the charity are to promote for the public benefit any charitable purpose connected with community development, regeneration in areas of social and economic deprivation, with particular emphasis on the needs of the inhabitants in the North West.

Income and expenditure

Data for financial year ending 31 August 2017

Total income:
£1,867,203

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Donations and legacies £73.51k
Charitable activities £1.76m
Other trading activities £31.50k
Investments £414
Other £0

Total expenditure:
£2,134,376

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Raising funds £0
Charitable activities £2.13m
Other £0

£0 investments gains (losses)

Total income includes £297,107 from government contract(s)

Charitable expenditure

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.

Text alternative for this canvas graphic is in the data table below.
Raising funds and other expenditure £5.76k
Charitable expenditure £2.13m

People

20 Employee(s)

6 Trustee(s)

80 Volunteer(s)

Employees with total benefits over £60,000

No information available

Fundraising

This charity raises funds from the public but does not work with commercial participators.

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

What the charity does:
  • Education/training
  • The Advancement Of Health Or Saving Of Lives
  • Disability
  • The Prevention Or Relief Of Poverty
  • Accommodation/housing
  • Economic/community Development/employment
Who the charity helps:
  • People With Disabilities
  • Other Charities Or Voluntary Bodies
  • The General Public/mankind
How the charity helps:
  • Provides Buildings/facilities/open Space
  • Provides Services
  • Provides Advocacy/advice/information
  • Other Charitable Activities
Where the charity operates:
  • Blackburn With Darwen
  • Lancashire

Governance

Registration history:
  • 28 June 2010: Standard registration
Organisation type:
Charitable company
Other names:
  • METHODIST ACTION (PRESTON IN CENTRAL LANCASHIRE) LIMITED (Previous name)
Company number:
07161671 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Complaints handling
  • Conflicting interests
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding vulnerable beneficiaries
  • Volunteer management
Land and property:
This charity owns and/or leases land or property

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

6 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
AMANDA ELIZABETH LATHAM BA, ACA Chair
FULWOOD METHODIST CHURCH
Received: On time
REV KENNETH GEORGE WALTON C.I.H., P.G.C.E., M.A., Trustee 07 November 2016
None on record
Michael Hart Trustee 08 September 2015
None on record
Geoffrey Tyson Trustee 28 January 2014
None on record
PETER LUMSDEN Trustee 08 August 2012
LANCASHIRE FORUM OF FAITHS
Received: On time
JOHN KENVYN WALES BED MA Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 31/03/2013 31/08/2014 31/08/2015 31/08/2016 31/08/2017
Total gross income £1.25m £3.10m £2.46m £1.95m £1.87m
Total expenditure £1.53m £2.61m £2.03m £2.34m £2.13m
Income from government contracts N/A N/A £585.82k £327.29k £297.11k
Income from government grants N/A N/A £606.01k £0 £0
Income - Donations and legacies £29.44k £61.32k £43.02k £188.80k £73.51k
Income - Other trading activities £343.63k £13.67k £4.34k £12.66k £31.50k
Income - Charitable activities £869.22k £3.02m £2.42m £1.74m £1.76m
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £3.27k £610 £481 £577 £414
Income - Other £1.16k £0 £0 £0 £0
Income - Legacies £0 £0 £0 £0 £0
Expenditure - Charitable activities £1.13m £2.58m £1.99m £2.34m £2.13m
Expenditure - Raising funds N/A N/A N/A £558 £5.76k
Expenditure - Governance £8.15k £20.71k £33.72k £34.80k £22.01k
Expenditure - Grants institution £0 £0 £0 £0 £0
Expenditure - Investment management £0 £0 £0 £0 £0
Expenditure - Other £0 £0 £0 £0 £0

Assets and liabilities

Definitions for assets and liabilities
Own use assets

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 Investments

Investments 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.

Other assets

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 liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These 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.

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Asset / Liability 31/03/2013 31/08/2014 31/08/2015 31/08/2016 31/08/2017
Own use assets £26.93k £565.22k £937.60k £548.90k £233.43k
Long-term investments £0 £0 £0 £0 £0
Other assets £223.50k £291.06k £429.97k £349.12k £354.08k
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £172.81k £214.43k £287.34k £228.04k £184.71k

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 August 2023
Accounts and TAR 31 August 2023
Annual return 31 August 2022
Accounts and TAR 31 August 2022
Annual return 31 August 2021
Accounts and TAR 31 August 2021
Annual return 31 August 2020
Accounts and TAR 31 August 2020
Annual return 31 August 2019
Accounts and TAR 31 August 2019
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

MEMORANDUM AND ARTICLES INCORPORATED 18/02/2010 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 02/06/2010 AS AMENDED BY CERTIFICATE OF INCORPORATION ON CHANGE OF NAME DATED 04/07/2011 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 27/02/2014 AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 26 FEB 2016

Charitable objects

THE OBJECT FOR WHICH THE CHARITY IS ESTABLISHED ARE SPECIFICALLY RESTRICTED TO PROMOTE FOR THE PUBLIC BENEFIT ANY CHARITABLE PURPOSES CONNECTED WITH COMMUNITY DEVELOPMENT, REGENERATION IN AREAS OF SOCIAL AND ECONOMIC DEPRIVATION AND RELIEVING NEED BROUGHT ABOUT BY POVERTY, DISTRESS, SICKNESS AND ANY FORM OF DISABILITY OR DEPRIVATION, WITH PARTICULAR EMPHASIS ON THE NEEDS OF THE INHABITANTS OF THE AREAS IN THE METHODIST CHURCH DISTRICTS OF LANCASHIRE, CUMBRIA, BOLTON & ROCHDALE, CHESTER & STOKE-ON-TRENT, LIVERPOOL, MANCHESTER & STOCKPORT AND ANY SURROUNDING AREAS BY ALL OR ANY OF THE FOLLOWING MEANS: (A) TO DEVELOP THE CAPACITY AND SKILLS OF MEMBERS OF THE COMMUNITY IN SUCH A WAY THAT THEY ARE BETTER ABLE TO IDENTIFY, AND HELP MEET, THEIR NEEDS AND TO PARTICIPATE MORE FULLY IN SOCIETY; (B) TO PROMOTE EDUCATIONAL AND TRAINING OPPORTUNITIES WITH SPECIAL EMPHASIS ON PROVIDING ACCESS TO SUCH OPPORTUNITIES FOR PEOPLE WHO ARE BY REASON OF SOCIAL OR ECONOMIC DISADVANTAGE OTHERWISE UNABLE TO GAIN SUCH ACCESS; (C) TO PROVIDE ADVICE, INFORMATION AND ASSISTANCE IN RELATION TO CITIZENSHIP SO AS TO DEVELOP THE CAPACITY AND POTENTIAL OF INDIVIDUALS AS MEMBERS OF SOCIETY AND THAT THEIR CONDITIONS OF LIFE MAY BE IMPROVED; (D) TO PROTECT AND PRESERVE THE GOOD HEALTH OF THOSE WHO ARE IN DANGER OF BECOMING ADDICTED TO OR DEPENDENT UPON OR THOSE WHO HAVE ALREADY BECOME SO ADDICTED OR DEPENDENT UPON LEGAL OR ILLEGAL DRUGS OF ANY DESCRIPTION; (E) TO RELIEVE UNEMPLOYMENT BY THE: (I) PROVISION OF ADVICE TRAINING FOR UNEMPLOYED INDIVIDUALS CONCERNING UNEMPLOYMENT, SELF-EMPLOYMENT, AND THE ESTABLISHMENT OF CO-OPERATIVE ENTERPRISES AND THE PROVISION OF CV WRITING, JOB SEARCH AND THE JOB CLUB FACILITIES FOR THEM; (II) PROVISION OF PRACTICAL SUPPORT TO UNEMPLOYED PEOPLE BY WAY OF ACCOMMODATION; (F) TO RELIEVE HOUSING NEED BY: (A) THE PROVISION OF ACCOMMODATION, ADVICE, INFORMATION, ASSISTANCE AND REPRESENTATION TO THOSE IN CIRCUMSTANCES OF HOUSING NEED; (B) FACILITATING THE PROVISION AND IMPROVEMENT OF PUBLIC SECTOR HOUSING THROUGH CO-OPERATION AND PARTNERSHIP WITH OTHER AGENCIES; (G) TO PROMOTE THE PROVISION OF RECREATIONAL FACILITIES TO THOSE IN NEED THROUGH CO-OPERATION AND PARTNERSHIP WITH OTHER AGENCIES; (H) TO RELIEVE POVERTY; (I) TO PROTECT, ENHANCE AND CONSERVE THE ENVIRONMENT; (J) TO PROMOTE PUBLIC SAFETY AND PREVENTION OF CRIME; (K) SUCH OTHER MEANS AS MAY FROM TIME TO TIME BE DETERMINED SUBJECT TO THE PRIOR WRITTEN CONSENT OF THE COMMISSION.

Area of benefit

The area the charity can operate in, as set out in its governing document.

PRESTON

Contact information

Address:
ROYCE PEELING GREEN
THE COPPER ROOM
DEVA CITY OFFICE PARK
TRINITY WAY
SALFORD
M3 7BG
Phone:
0161 608 0000
Email:
TCHAN@RPG.CO.UK
Website:

WWW.RPGBUSINESSRECOVERY.CO.UK