YEOVIL AND BLACKMORE VALE METHODIST CIRCUIT

Charity number: 1158290
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Provide the Circuit churches with human resources (both Ministerial and Lay), pastoral oversight and care, leadership training and education, administration and coordination, all in support of the churches promotion of the Christian faith.

Income and expenditure

Data for financial year ending 31 August 2024

Total income:
£1,103,303

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Donations and legacies £227
Charitable activities £202.13k
Other trading activities £0
Investments £23.76k
Other £877.19k

Total expenditure:
£567,067

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Raising funds £25.45k
Charitable activities £541.62k
Other £0

£259 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 £25.45k
Charitable expenditure £541.62k
Retained for future use £536.24k

People

5 Employee(s)

16 Trustee(s)

150 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:
  • Dorset
  • Somerset
  • Wiltshire

Governance

Registration history:
  • 19 August 2014: Standard registration
  • 23 June 2015: Funds received from 1132182 NORTH DORSET METHODIST CIRCUIT
  • 23 June 2015: Funds received from 1132136 SHERBORNE AND YEOVIL METHODIST CIRCUIT
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
  • 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
  • Investing charity funds policy and procedures
  • Investment
  • 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
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

16 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Rev Linda Francis Chair 01 September 2021
None on record
Anne Elizabeth Cook Trustee 01 September 2023
None on record
Mark Anthony Parsons Trustee 01 September 2023
None on record
Rev Soon Cheol Choi Trustee 06 June 2023
None on record
Rev Judy Turner-Smith BA MA DPS Trustee 28 September 2021
None on record
Rev Kate Elizabeth Konrad Trustee 01 September 2019
None on record
Elizabeth Fraser Fox Trustee 01 September 2019
Dorset South and West Circuit
Received: On time
JANET AURELIA ENGLISH B Ed Trustee 01 September 2017
LONGBURTON VICTORIA TEMPERANCE HALL
Received: On time
GEOFFREY PHILIP GARDNER Trustee 01 September 2017
None on record
HAYDEN CHARLES WILLIAMS ACA Trustee 11 May 2017
None on record
Margaret Joy Evans Trustee 01 September 2015
None on record
GILLIAN MARGARET MANN WALSHAM Trustee 01 September 2015
None on record
Rev MARGARET ANN OXENHAM Trustee 01 September 2015
Dorset South and West Circuit
Received: On time
Dr Colin FARRANT B Sc,MB,BS Trustee 01 September 2015
None on record
REV CHRISTINA LE MOIGNAN Trustee 01 September 2015
None on record
STEPHEN ALLAN WATSON Trustee 01 September 2014
None on record

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 £290.97k £294.07k £272.81k £389.94k £1.10m
Total expenditure £342.80k £362.22k £376.75k £352.17k £567.07k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A £2.69k N/A £1.21k N/A
Income - Donations and legacies N/A N/A N/A N/A £227
Income - Other trading activities N/A N/A N/A N/A £0
Income - Charitable activities N/A N/A N/A N/A £202.13k
Income - Endowments N/A N/A N/A N/A £0
Income - Investment N/A N/A N/A N/A £23.76k
Income - Other N/A N/A N/A N/A £877.19k
Income - Legacies N/A N/A N/A N/A £0
Expenditure - Charitable activities N/A N/A N/A N/A £541.62k
Expenditure - Raising funds N/A N/A N/A N/A £25.45k
Expenditure - Governance N/A N/A N/A N/A £3.32k
Expenditure - Grants institution N/A N/A N/A N/A £12.94k
Expenditure - Investment management N/A N/A N/A N/A £25.45k
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 £1.96m
Long-term investments N/A N/A N/A N/A £3.80k
Other assets N/A N/A N/A N/A £951.41k
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 £42.82k

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 28 June 2025 On time
Accounts and TAR 31 August 2024 28 June 2025 On time Download Open in new window
Annual return 31 August 2023 10 April 2024 On time
Accounts and TAR 31 August 2023 10 April 2024 On time Download Open in new window
Annual return 31 August 2022 16 May 2023 On time
Accounts and TAR 31 August 2022 16 May 2023 On time Download Open in new window
Annual return 31 August 2021 30 March 2022 On time
Accounts and TAR 31 August 2021 30 March 2022 On time Download Open in new window
Annual return 31 August 2020 13 April 2021 On time
Accounts and TAR 31 August 2020 13 April 2021 On time 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) ADOPTED 20/09/1932

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.

Contact information

Address:
Vicarage Street Methodist Church
Vicarage Walk
Middle Street
YEOVIL
BA20 1JZ
Phone:
07423837504
Email:
yandbvcircuit@gmail.com
Website:

www.yeovilblackmorevalemc.org.uk Open in new window