THE LANCASHIRE DISTRICT OF THE METHODIST CHURCH IN GREAT BRITAIN

Charity number: 1134584
Charity reporting is up to date (80 days late)

Charity overview

Activities - how the charity spends its money

The District the policy "Transforming Lives and Communities" is continued to direct actions. In 2017-2018 a full review was carried out and a new 5 year policy brought in for 1st September 2018. Training was provided throughout the year for youth, evangelism, safeguarding and the circuits were supported in their activities.

Income and expenditure

Data for financial year ending 31 August 2024

Total income:
£559,461

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Donations and legacies £23.08k
Charitable activities £395.54k
Other trading activities £0
Investments £77.94k
Other £62.90k

Total expenditure:
£302,063

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Raising funds £0
Charitable activities £302.06k
Other £0

£16,628 investments gains (losses)

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 £0
Charitable expenditure £302.06k
Retained for future use £257.40k

People

7 Employee(s)

13 Trustee(s)

50 Volunteer(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

Fundraising

No information available

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:
  • Religious Activities
Who the charity helps:
  • The General Public/mankind
How the charity helps:
  • Acts As An Umbrella Or Resource Body
Where the charity operates:
  • Blackburn With Darwen
  • Blackpool
  • Lancashire
  • Papua New Guinea
  • Sierra Leone

Governance

Registration history:
  • 01 March 2010: Standard registration
Organisation type:
Other
Other names:

No other names

Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Campaigns and political activity policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Engaging external speakers at charity events policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Paying staff
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
  • Volunteer management
Land and property:
This charity does not own and/or lease 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

13 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Rev Philip John Gough Trustee 01 September 2022
THE QUEEN'S FOUNDATION FOR ECUMENICAL THEOLOGICAL EDUCATION
Received: On time
Rev stuart WILD Trustee 01 September 2021
Blackpool and South Fylde Methodist Circuit
Received: On time
CHURCH ROAD METHODIST CHURCH
Received: 38 days late
Rev Karen Hilsden Trustee 01 September 2021
None on record
Rev William Hunter Trustee 01 September 2021
THE METHODIST CHURCH, NORTH FYLDE CIRCUIT
Received: On time
Peter Gorst Trustee 01 September 2020
METHODIST CHURCH - NORTH WEST ENGLAND DISTRICT
Received: 65 days late
POOLEY EDUCATIONAL TRUST
Received: On time
Carl Fairclough Trustee 01 September 2020
None on record
Rev Richard Ormrod Trustee 01 September 2019
BURNLEY AND PENDLE METHODIST CIRCUIT
Received: On time
Roland Hailwood Trustee 01 April 2019
None on record
Margaret Dugdale Trustee 01 September 2018
None on record
David Leach Trustee 01 September 2016
None on record
Dr Peter Lumsden Trustee 01 January 2015
None on record
CAROLYN HOTHERSALL Trustee 01 September 2014
METHODIST CHURCH - NORTH WEST ENGLAND DISTRICT
Received: 65 days late
CHORLEY AND LEYLAND METHODIST CIRCUIT
Received: On time
GRAHAM KAY Trustee
THE METHODIST CHURCH, NORTH FYLDE CIRCUIT
Received: On time
THE METHODIST CHURCH, POULTON LE FYLDE
Received: On time

Financial history

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Financial period end date

Income / Expenditure 31/08/2020 31/08/2021 31/08/2022 31/08/2023 31/08/2024
Total gross income £362.35k £356.14k £376.95k £429.14k £559.46k
Total expenditure £341.15k £290.17k £298.73k £340.05k £302.06k
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 N/A N/A N/A N/A £23.08k
Income - Other trading activities N/A N/A N/A N/A £0
Income - Charitable activities N/A N/A N/A N/A £395.54k
Income - Endowments N/A N/A N/A N/A £0
Income - Investment N/A N/A N/A N/A £77.94k
Income - Other N/A N/A N/A N/A £62.90k
Income - Legacies N/A N/A N/A N/A £0
Expenditure - Charitable activities N/A N/A N/A N/A £302.06k
Expenditure - Raising funds N/A N/A N/A N/A £0
Expenditure - Governance N/A N/A N/A N/A £2.05k
Expenditure - Grants institution N/A N/A N/A N/A £74.53k
Expenditure - Investment management N/A N/A N/A N/A £0
Expenditure - Other N/A N/A N/A N/A £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 31/08/2020 31/08/2021 31/08/2022 31/08/2023 31/08/2024
Own use assets N/A N/A N/A N/A £447.77k
Long-term investments N/A N/A N/A N/A £0
Other assets N/A N/A N/A N/A £1.62m
Defined benefit pension scheme asset or liability N/A N/A N/A N/A £0
Total liabilities N/A N/A N/A N/A £116.80k

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 2024 18 September 2025 80 days late
Accounts and TAR 31 August 2024 18 September 2025 80 days late Download Open in new window
Annual return 31 August 2023 16 September 2025 443 days late
Accounts and TAR 31 August 2023 16 September 2025 443 days late 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 06 June 2022 On time
Accounts and TAR 31 August 2021 06 June 2022 On time Download Open in new window
Annual return 31 August 2020 14 July 2021 14 days late
Accounts and TAR 31 August 2020 14 July 2021 14 days late Download Open in new window
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.

DEED OF UNION (1932) AND METHODIST CHURCH ACT (1976)

Charitable objects

THE PURPOSES OF THE METHODIST CHURCH ARE AND SHALL BE DEEMED TO HAVE BEEN SINCE THE DATE OF UNION THE ADVANCEMENT OF - (A) THE CHRISTIAN FAITH IN ACCORDANCE WITH THE DOCTRINAL STANDARDS AND THE DISCIPLINE OF THE METHODIST CHURCH; (B) ANY CHARITABLE PURPOSE FOR THE TIME BEING OF ANY CONNEXIONAL, DISTRICT, CIRCUIT, LOCAL OR OTHER ORGANISATION OF THE METHODIST CHURCH; (C) ANY CHARITABLE PURPOSE FOR THE TIME BEING OF ANY SOCIETY OR INSTITUTION SUBSIDIARY OR ANCILLARY TO THE METHODIST CHURCH; (D) ANY PURPOSE FOR THE TIME BEING OF ANY CHARITY BEING A CHARITY SUBSIDIARY OR ANCILLARY TO THE METHODIST CHURCH.

Area of benefit

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

UNDEFINED. IN PRACTICE, LOCAL.

Contact information

Address:
523 BLACKPOOL ROAD
ASHTON-ON-RIBBLE
PRESTON
PR2 1EQ
Phone:
01772721527
Email:
lancsmethodist@btinternet.com
Website:

www.lancashiremethodist.org.uk Open in new window