Fillable Trustees Report-fillablerev111318 Copies of this report should be filed with the recording secretary, pastor, district superintendent, and board of trustees

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Trustees Report-fillablerev111318 Copies of this report should be filed with the recording secretary, pastor, district superintendent, and board of trustees

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Report of the Trustees
The trustees are amenable to the Charge Conference and as such are required to make an annual report
(¶ 2550). Additional reports should be made as requested by the Charge Conference or Church Council or equivalent.
Numbers in parentheses refer to paragraphs in the 2016 Book of Discipline.
Copies of this report should be filed with the recording secretary, pastor, district superintendent and the board of
trustees.
Church
Charge
District
Annual Conference
For the period beginning
, and ending
DATE OF PRIOR CHARGE CONFERENCE DATE OF CURRENT CHARGE CONFERENCE
1. O
rganization for the present conference year was effective (date) ,by electing the following officers (no less than three,
and up to nine persons):
Name
Term Expires
President
Vice President
Secretary
Treasurer
Member
Member
Member
Member
Member
2. Is the local church incorporated (¶2529.1a)? Yes No
3. a. Name or names in which title to each piece of property is recorded, as shown by civil land records (¶¶2536, 2538):
Name(s)
Office
Book
Page
Church Buildings
Church Buildings
Parsonages
Parsonages
Other
Other
b
. Who is the custodian of deeds and other legal papers
?
c. Where are they kept
?
4. Does each deed contain trust clause (¶2503)? Yes No
5.
Do you have a long-term plan for the replacement of facilities and equipment as they deteriorate?
Yes No
6. a. Insurance (¶2533.2, 2550.7)
THE UNITED METHODIST CHURCH
CHARGE CONFERENCE
Item Insured/
Insurance
Replacement
Value
Amount
of Coverage
Type
of Coverage
Company
Restricted By
Coinsurance
(Yes or No
and amount)
Expires
When
Church Buildings
$ $
Y
Amount::
N
Parsonages
$ $
Y
Amount:
N
Church
Furnishings
and Equipment
$ $
Y
Amount::
N
Parsonage
Furnishings and
Equipment
$ $
Y
Amount::
N
Vehicle(s)
$ $
Y
Amount::
N
General Liability
$
Y
Amount::
N
Worker’s
Compensation
Y
Amount::
N
Directors and
Officers/Errors and
Omissions/Crime
$
Y
Amount::
N
Professional
Liability
Coverage
(Including
Sexual Misconduct)
$
Y
Amount::
N
b. Have the buildings been inspected for fire and other safety hazards within the past year? Yes No
c. Have you assessed the replacement value within the last 5 years? Yes No
d. Who performed the assessment?
e. Does the church have a Safe Sanctuary Policy? Yes No
f. Is the amount of insurance adequate? Yes No
(to determine adequacy of coverage, please use the GCFA Insurance Worksheet found at http://www.gcfa.org/gcfa/united-
methodist-
church-minimum-insurance-requirements)
7. a. Has an annual accessibility audit for church properties been conducted (¶ 2533.6)? Yes No
(attach as a report; an example accessibility audit form may be found at http://www.gcfa.org/forms-and-resources )
b. If needed, have you developed an accessibility plan? Yes No (Attach plan)
8. Provide a detailed list of income-producing and permanent funds:
(Attach as a supplement a statement “clarifying the manner in which these investments made a positive contribution
toward the realization of the goals outlined in the Social Principles of the church and showing the investments are socially
responsible...’’ ¶ 2533.5 and ¶ 2550.9)
President of Trustees ___________________________________________
Printed Name:
Date:
Item
Date
Received
Amount Where Invested Income
How Income
is Used for
Ministry
Annual Report of the Board of Trustees,
2017-2020
Prepared and edited by the General Council on Finance and
Administration and authorized as the official form for this purpose.
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Trustees Report-fillablerev111318 Copies of this report should be filed with the recording secretary, pastor, district superintendent, and board of trustees

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Completed 3 July 2020

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