charity reforms. affected1scotland 2england and wales not affected1isle of man 2channel islands
TRANSCRIPT
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Charity Reforms
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Affected 1 Scotland2 England and Wales
Not affected1 Isle of Man
2 Channel Islands
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A CONNEXIONAL LIAISON GROUP
is charged with ensuring Methodist trustees are informed and fulfill the
requirements of the respective Acts.
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Scotland
The Charities and Trustee Investment (Scotland) Act 2005
• Came into effect in 2006
Charity status achieved by registering with the Office of the Scottish Charity Regulator (OSCR)
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Qualification
• Organisation has one or more charitable purposes
(Advancement of religion is a charitable purpose)
and
• Organisation can demonstrate it provides benefit to the public
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All Methodist Charities in Scotland and Shetland
Districts are now registered as Charities with OSCR
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England and Wales
The Charities Act 2006
• Came into effect in December 2006
• Implementation is in stages
• Registration with the Charity Commission in some cases
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Charitable status demonstrated by:-
1 Registration where so required
2 Excepted Status continues otherwise
There is a new Statutory Instrument
2007 no 2655 valid until 2012
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Qualification
• Organisation has one or more charitable purposes
(Advancement of religion is a charitable purpose)
and
• Organisation can demonstrate it provides benefit to the public
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Registration Threshold
• Register if income over £100,000
• Excepted if below £100,000
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REGISTRATION TIMETABLE
► Due date for registration from 1 October 2008
► Phased over a period
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Trustees Annual Report
• will most likely be used to demonstrate Public Benefit
Income
Full report: over £500,000
Brief Report: under £500,000
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Local Churches
• When registering will report General Funds and Model Trust Funds
•Non Model Trust Bequests and Endowment Funds may need to be registered separately
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Circuits
• Will report General Funds and Model Trust Funds (CAFs)
•Non Model Trust Bequests and Endowment Funds may need to be registered separately
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Districts
• Will report General Funds and Model Trust Funds (DAFs)
•Non Model Trust Bequests and Endowment Funds may need to be registered separately
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OTHER METHODIST BODIES/TRUSTS
• Must apply for registration if income exceeds £100,000
e.g Management Committee (Central Buildings, Manchester)
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The Trustees for Methodist Church Purposes
• to apply for registration as Custodian Body
• will report only own Funds as Full Trustees NOT Custodian Funds
(CAFs, DAFs, Model Trust Bequests held on behalf of Managing Trustees)
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THE METHODIST CHURCH OF GREAT BRITAIN
•Will apply for Registration
• Reporting only funds in the Methodist Council Consolidated Accounts
• Conference to appoint trustees
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LOCAL ECUMENICAL PARTNERSHIPS (LEPs)
•Registration as a separate institution may be required for Single Congregations and some Covenanted Partnerships (Categories 1 & 2)
• Registration not required for other LEPs (categories 3-6)
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REGISTRATION PROCESS
Enquiries will be answered by the Resourcing Mission Office
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Roadshow Events
• Six Regional EventsJune 4 West Wakefield10 Trinity Newport, South Wales14 Coventry Central Hall17 Wonford, Exeter18 London (venue to be confirmed)25 Central Hall, Manchester
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Purpose of Roadshow Events
• Target all Methodist Charities required to register as of 1 October 2008
• Share information about the Act
• Seminar to assist in completing Applications for Registration
• Offer guidance on remaining questions
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ANNUAL ACCOUNTS
• Standard Form of Accounts still required applies to all Methodist Charities including
- Scotland
- Channel Islands
- Isle of Man
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From 1 October 2008EXCEPTED STATUS
• Applies to all Methodist Charities with annual income
below £100,000
So
All Methodist Charities will be either
Registered CharitiesOr Excepted Charities
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Statutory Instrument 2007
No 2655
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Benefits and Problems of Charity Registration
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Burden on Trustees
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• More attractive to grant funders
• Improvement in financial accounting
• Help focus on charitable objectives and mission aims
• OSCR published report on their Rolling Review of Charities – raises profile
• Scotland effect – feel good factor for a local church with a Rolling Review
• Improvement in financial accounting
• Regulators view us as ‘low risk’