YORK METHODIST CIRCUIT
Charity overview
Activities - how the charity spends its money
The Circuit produces a quarterly preaching plan to ensure regular acts of worship take place at each of the Methodist Churches and Local Ecumenical Partnerships in its geographical area. These are open to all people, without charge. We confirm the trustees have had regard to the Charity Commission's guidance on public benefit.
Income and expenditure
Data for financial year ending 31 August 2024
Total income:
£988,406
| Donations and legacies | £213.65k | |
| Charitable activities | £621.46k | |
| Other trading activities | £0 | |
| Investments | £55.82k | |
| Other | £97.48k |
Total expenditure:
£908,715
| Raising funds | £0 | |
| Charitable activities | £908.72k | |
| Other | £0 |
£7,269 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 | £908.72k | |
| Retained for future use | £79.69k |
People
19 Employee(s)
32 Trustee(s)
50 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
- Acts As An Umbrella Or Resource Body
- City Of York
Governance
- 18 February 2010: Standard registration
- 04 October 2013: Funds received from 244263-1 JAMES GRIFFITH
- 04 October 2013: Funds received from 244263 LOUISA MARGARET GRIFFITH
- 04 October 2013: Funds received from 244264 MISS HANNAH JACKSON
- 03 April 2014: Funds received from 1135948 METHODIST CHURCH YORK SOUTH CIRCUIT
- YORK (NORTH) METHODIST CIRCUIT (Previous name)
- Bullying and harassment policy and procedures
- Complaints handling
- Conflicting interests
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Investment
- Paying staff
- 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
- 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
32 Trustee(s)
| Name | Role | Date of appointment | Other trusteeships | Reporting status of other trusteeships | ||||
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| Rev David Roger Bidnell | Chair | 01 September 2021 |
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| George Edward Garbutt | Trustee | 01 September 2024 |
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| Gail Frances Lazenby | Trustee | 01 September 2024 |
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| Ann Smallwood | Trustee | 13 September 2023 |
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| Peter Kitchin | Trustee | 13 September 2023 |
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| Richard Desmond Grosberg | Trustee | 13 September 2023 |
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| Richard John Storer | Trustee | 13 September 2023 |
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| David Ian Neil Anderson | Trustee | 13 September 2023 |
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| David Malcolm Parker | Trustee | 13 September 2023 |
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| Walter David Whittaker | Trustee | 14 September 2022 |
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| Sally Elizabeth Gall | Trustee | 14 September 2022 |
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| June Vivienne Taylor | Trustee | 01 September 2021 |
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| Rev John Trevor Saxelby Hayward | Trustee | 01 September 2021 |
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| Christopher Robert Rouse | Trustee | 28 August 2020 |
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| Sheila Middleton | Trustee | 17 September 2019 |
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| Nicholas Herbert Dominic Dawson | Trustee | 16 September 2019 |
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| Janet Bowling | Trustee | 25 September 2018 |
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| Chris Jarratt | Trustee | 25 September 2018 |
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| Deacon Judith Stoddart | Trustee | 16 November 2017 |
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| Vic Paylor | Trustee | 16 November 2017 |
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| Rosamond Carter | Trustee | 16 November 2017 |
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| Russ Smallwood | Trustee | 16 November 2017 |
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| Rev John Charles Schofield | Trustee | 19 September 2016 |
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| Susan Lindsay Gill | Trustee | 16 September 2015 |
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| GRAHAM LANGTON | Trustee | 28 February 2014 |
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| Rev Elizabeth Jane Cushion | Trustee | 17 February 2014 |
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| Rev Rory James Dalgliesh | Trustee | 17 February 2014 |
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| KAREN JANE VALENTINE | Trustee | 30 January 2014 |
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| Dr STEPHEN ANTHONY JOHN LEAH | Trustee | 30 January 2014 |
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| KATHRYN WRIGHT | Trustee | 30 January 2014 |
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| Ruth Elizabeth Schofield | Trustee | 14 September 2002 |
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| John Freeman | Trustee | 09 March 2002 |
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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 | £916.16k | £1.15m | £890.99k | £821.56k | £988.41k | |
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Total expenditure | £917.30k | £1.06m | £1.17m | £1.07m | £908.72k | |
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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 | £208.21k | £414.85k | £89.89k | £44.34k | £213.65k | |
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Income - Other trading activities | £40.87k | £51.48k | £70.62k | £84.30k | £0 | |
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Income - Charitable activities | £658.58k | £673.89k | £724.90k | £660.03k | £621.46k | |
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Income - Endowments | £0 | £0 | £0 | £14 | £0 | |
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Income - Investment | £6.86k | £3.51k | £5.42k | £32.90k | £55.82k | |
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Income - Other | £1.64k | £3.30k | £148 | £0 | £97.48k | |
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Income - Legacies | £208.21k | £414.85k | £89.89k | £0 | £12.38k | |
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Expenditure - Charitable activities | £850.92k | £994.88k | £1.10m | £1.02m | £908.72k | |
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Expenditure - Raising funds | £59.37k | £61.41k | £61.92k | £54.13k | £0 | |
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Expenditure - Governance | £6.03k | £0 | £0 | £6.97k | £7.18k | |
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Expenditure - Grants institution | £51.20k | £39.88k | £44.65k | £6.36k | £9.74k | |
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Expenditure - Investment management | £0 | £61.41k | £61.92k | £54.13k | £0 | |
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Expenditure - Other | £7.01k | £0 | £0 | £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 | £5.34m | £5.85m | £6.75m | £6.07m | £6.07m | |
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Long-term investments | £70.07k | £83.98k | £76.61k | £75.21k | £82.48k | |
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Other assets | £1.06m | £1.05m | £846.58k | £1.18m | £1.27m | |
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Defined benefit pension scheme asset or liability | £0 | £0 | £0 | £0 | £0 | |
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Total liabilities | £122.82k | £218.62k | £180.42k | £129.00k | £137.47k |
Accounts and annual returns
| Title | Reporting year | Date received | Received | Download |
|---|---|---|---|---|
| Annual return | 31 August 2024 | 14 April 2025 | On Time | |
| Accounts and TAR | 31 August 2024 | 14 April 2025 | On Time | Download Open in new window |
| Annual return | 31 August 2023 | 21 May 2024 | On Time | |
| Accounts and TAR | 31 August 2023 | 21 May 2024 | On Time | Download Open in new window |
| Annual return | 31 August 2022 | 19 June 2023 | On Time | |
| Accounts and TAR | 31 August 2022 | 19 June 2023 | On Time | Download Open in new window |
| Annual return | 31 August 2021 | 22 June 2022 | On Time | |
| Accounts and TAR | 31 August 2021 | 22 June 2022 | On Time | Download Open in new window |
| Annual return | 31 August 2020 | 18 May 2021 | On Time | |
| Accounts and TAR | 31 August 2020 | 18 May 2021 | On Time | Download Open in new window |