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2025-03-31-accounts

The Anglican Central Naval Church Fund (ACNCF)

Annual Report and Financial Statements 1 April 2024 – 31 March 2025

Registered Charity No: 1115877

Trustees’ Annual Report and Comments for the year ended 31 March 2025

Charity 111587 Registered No: Covering the 1 April 2024 – 31 March 2025 Accounting Year:

Address: Office of the Naval Chaplaincy Service, Tanner Building, Whale Island Portsmouth, Hampshire, PO2 8BY

Governing The charity is governed by a Deed of Trust first declared on 24 March Document: 2006 and subsequently amended by resolutions of the trustees dated 26 November 2009 and 17 April 2012.

Objects: The trustees must apply the income of the charity in furthering the following objects:

  1. To advance religion in accordance with the principles of the Anglican church amongst members of the Naval Service and their dependents in particular but not exclusively by:

  2. i. The provision of grants for the training of Anglican clergy and laity serving in the Naval service for the furtherance of God’s Kingdom in the Naval Service.

  3. ii. The provision of Christian resources for study, worship and those Naval Service personnel and their dependents preparing for baptism, confirmation and those exploring a vocation to ministry in the Church.

  4. iii. The provision of support for, and the work of, Anglican Chaplaincies in the Naval service.

  5. iv. The provision of support for the Naval Service’s representation at the General Synod of the Church of England.

  6. v. The provision, maintenance and support for any Naval Service church, chapel or other place of worship or any religious activity that is devoted to, but not exclusively, Anglican worship in the Royal Navy.

  7. To Promote the charitable work of the Anglican church.

  8. Such other charitable purposes as the trustees shall from time to time decide.

Trustees:

The Venerable A Hillier, KHC Royal Navy Chair Rev’d A Callon Royal Navy Mrs J Crabtree Captain J Murphie Royal Navy (Ret’d) Rev’d R Duckett Royal Navy

2

Trustee selection: Chairman appointed by the Naval Secretary and took up his appointment on 16 July 2021. Other trustees are selected by the Board from nominations received from personal contact and advertisement within the various Anglican communities within the Royal Navy. Bankers: Holt’s Farnborough Branch, Royal Bank of Scotland Lawrie House Victoria Road Farnborough Hampshire GU14 7NR Independent Peter Nicholls MBE MAAT Examiner: 5 Nursery Road Havant Hampshire PO9 3BG Activities and Under the direction of the Chair, the ACNCF continues to monitor its Achievements: achievements by reviewing the grants paid at each Board meeting. Training grants are totally dependent on the number of trainees at any one time and general grants depend very much on the need of the various Anglican communities and their knowledge to be able to approach the ACNCF for assistance. The ACNCF continues to set a realistic budget for the current year based on an accurate gauge of the income from investments. It has also noted the proposed budgets of each of the three Naval Churches whose funds are managed under the umbrella of the ACNCF Fund. St Anns has a standalone bank account and St Nicholas and St Bartholomew churches are treated as restricted funds within the charity. In moving forward, the ACNCF has highlighted, as its main strategic objective, to develop and encourage a better integrated and encompassing Anglican identity for all Anglicans serving in the Naval Service.

Financial Review: The worth of the ACNCF Consolidated Fund had remained much the same as the previous year at £733.5K.

The amounts held in the various bank and deposit accounts were:

3

Investment Investment Funds are managed by CCLA, a Common Investment Fund
Selection Policy: that provides specialist investment management for charities, faith
organisations and local authorities. The investment objective of the
ACNCF and restricted subsidiary funds is to preserve and enhance the
real capital value of the portfolios with due regard to risk, whilst still
generating sufficient income to fund current commitments. Therefore, the
investment vehicle selected within CCLA is designed to provide low to
medium risk with a good balance between capital growth and income.

Financial The reserves policy is reviewed annually. The trustees’ policy is to Reserves Policy: maintain a sufficient level of reserves to provide a stable base for the charity’s continuing activities. General reserves are normally only maintained at a level which is sufficient to meet the running costs of the charity and to make grants in accordance with the charity’s objectives on a regular basis. To this end, the charity’s reserves consist entirely of its ACNCF Investment Portfolio, and the income derived is used as necessary to fund its activities. Whilst not overtly fundraising, the ACNCF has a strategic aim to encourage support from other Naval Service Anglican Communities. Grant Policy: The ACNCF has established its grant making policy to achieve its objects for the public benefit. This policy aims to manage the Fund’s affairs with prudence taking into consideration the long term as well as a short-term view of the fund, whilst expending the income in accordance with the purpose laid down in the Fund’s Deed of Trust. The regular donations given to the ACNCF from the other Naval service Anglican Communities, in round terms, provide support for the wider work of the Church of England through a regular contribution to the Archbishop’s Council which, in turn, is acknowledged by Armed Forces representation on General Synod. Otherwise, the Charity relies on its income from investments to provide the wherewithal to provide grants in support of the Charity’s objects.

4

The procedure for the payment of grants is laid down in standing operating procedures. Similarly, the subsidiary funds held by St Ann’s, St Bartholomew’s and St Nicholas’s churches are governed by their letter of delegation and standing operating procedures. Grants for Outreach are decided in advance of each new financial year and approved by the appropriate Chaplaincy Council before submitting the annual budget proposals for ACNCF Board agreement. Ad hoc grants and those to meet emergency relief are approved by each Chaplaincy Council on a case-by-case basis. Each Chaplaincy Council meets on a regular basis where applications to funds and bids for grants are considered. Any bids falling outside the bounds of the constitution are not normally approved unless they are within the spirit of the aim of the objects.

Risk Assessment: The ACNCF Board has considered the major risks to which the charity may be exposed and these are reviewed on a regular basis. Systems and procedures have been established to manage those risks, and it is considered that by reviewing the accounts on a regular basis, the Board is able to ensure that proper compliance measures are being adhered to. Furthermore, internal checks and controls governed by letters of delegation and standing operating procedures ensure that regular and random checks are applied to the charity and its subsidiary funds to safeguard its assets and grant making policy. The trustees’ view is that with its good level of reserves, held in its investments, and the low administrative costs of the charity, that its exposure to risk is very limited.

Public Benefit The fund exists for the advancement of religion and specifically for the Statement: benefit of the Anglican Church in the Royal Navy. However, also recognised is the collective responsibility for the training of Anglican clergy and laity, the provision of Christian resources and grants for study, worship and for those preparing for baptism, confirmation and those exploring a vocation to ministry in the Church. Support is also provided for the work of Anglican Chaplaincies in the Naval service and any maintenance and support for any Naval Service church, chapel or other place of worship or any religious activity that is devoted to, but not exclusively, Anglican worship in the Royal Navy. In addition to such grants to support these activities and other charitable purposes as from time to time may be decided by the trustees, a principal object of the charity is to contribute to the work of the wider Church of England through financial support to the Archbishop’s Council. In all other activities, the fund carries out its objects by the promotion of religion in accordance with the principles of the Anglican Church amongst the serving and retires members of the Naval Service and their dependants as well as promoting the work of the Anglican Church at large. By focussing on these areas, the trustees confirm that they have referred to the Charity Commission’s guidance on public benefit when deciding what activities the charity should undertake.

5

STATEMENT OF TRUSTEES RESPONSIBILTIES

The law applicable to charities in England and Wales requires the trustees to prepare financial statements for each financial year which give a true and fair view of the charity’s financial activities during the year and its financial position at the end of the year. In preparing the financial statements giving a true and fair view, trustees should follow best practice and:

The trustees are responsible for keeping accounting records which disclose with reasonable accuracy the financial position of the Charity, and which enable them to ensure that the financial statements comply with the Charities Act 2011, (Accounts and Reports) Regulations and the provision of the Governing Document. The trustees are responsible for safeguarding the assets of the Charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

The trustees are responsible for the maintenance and integrity of the charity and financial information in accordance with legislation in the United Kingdom governing the preparation and dissemination of financial statements. In so far as the charity’s trustees are aware:

Signed on behalf of the Trustees

Signed on Original

The Venerable A Hillier, KHC Royal Navy Chaplain of the Fleet Chairman

Dated 1 July 2025

6

ANGLICAN CENTRAL NAVAL CHURCH FUND

Registered Charity 1115877

CONSOLIDATED STATEMENT OF ASSETS AND LIABILITIES

31-Mar-25

ASSETS

Fixed Assets
CCLA Investment Fund
CCLA Short Duration Bond (St Ann's)
St Ann's Property
Current Assets
CCLA Deposit Fund (St Ann's)
CCLA Deposit Fund (Main Fund)
Bank (Main Fund)
Bank (St Ann's)
Cash (St Ann's)
Bank (St Nicholas)
Cash (St Nicholas)
Bank (St Bart's)
Debtor - Benevolent Loan
Debtor - CCLA Divis/Interest Accrued
Souvenir Stock (St Ann's)
Gift Aid Claims (ACNCF & St Ann's)
Current Liabilities
Archbishop's Council Apportionment
Nuffield Trust Grant (St Ann's)
Front Line Chaplains Association
Grant
PNIE Examination
Net Current Assets
Net Assets
445,978.16
£
11,902.07
£
88,253.43
£
32,125.39
£
103,008.39
£
32,711.74
£
30,640.79
£
70.00
£
3,027.83
£
206.50
£
7,987.94
£
4,092.00
£
-
£
4,508.76
£
10,443.55
£
228,822.89
£
32,537.00
£
7,956.00
£
-
£
750.00
£
230.00
£
41,473.00
£
466,049.79
£
11,610.32
£
89,082.00
£
546,133.66
£
566,742.11
£
30,287.13
£
81,642.70
£
45,342.23
£
35,149.85
£
70.00
£
4,281.08
£
496.92
£
9,043.79
£
5,700.00
£
5,004.00
£
4,622.91
£
9,467.89
£
231,108.50
£
53,295.00
£
7,956.00
£
2,500.00
£
500.00
£
225.00
£
64,476.00
£
187,349.89
£
166,632.50
£
733,483.55
£
733,374.61
£
31-Mar-24
466,049.79
£
11,610.32
£
89,082.00
£
546,133.66
£
566,742.11
£
30,287.13
£
81,642.70
£
45,342.23
£
35,149.85
£
70.00
£
4,281.08
£
496.92
£
9,043.79
£
5,700.00
£
5,004.00
£
4,622.91
£
9,467.89
£
231,108.50
£
53,295.00
£
7,956.00
£
2,500.00
£
500.00
£
225.00
£
64,476.00
£
187,349.89
£
166,632.50
£
733,483.55
£
733,374.61
£
31-Mar-24
733,374.61
£

Approved on behalf of all Trustees

Signed on Original

Ven A Hillier KHC Royal Navy 1 July 2025 Chaplain of the Fleet

7

ANGLICAN CENTRAL NAVAL CHURCH FUND

CONSOLIDATED RECEIPTS AND PAYMENTS SUMMARY

For the Year 1 April 2024 to 31 March 2025

Receipts
Collections & Donations
Gift Aid
Bursary
Weddings
Caskets
Committals
Memorial Books
Flowers
Souvenirs
Miscellaneous
Loan Repayments
Investment Income
Bank Interest
Deposit Interest
Payments exceed
Receipts
23,508.42
£
1,980.06
£
-
£
1,609.00
£
-
£
1,175.00
£
480.00
£
140.00
£
47.00
£
5.00
£
6,608.00
£
16,084.04
£
613.28
£
7,119.91
£
Previous Year
21,880.00
£
6,468.78
£
830.00
£
1,120.00
£
210.00
£
1,509.65
£
258.49
£
308.50
£
73.41
£
808.64
£
-
£
9,506.37
£
754.71
£
3,072.40
£
46,800.95
£
-
£
46,800.95
£
Payments
Charitable Grants
Outreach Grants
Bursary
Archbiships Council
Drake Chaplaincy
Presentations & Flowers
Church Flowers
Weddings, Committals
Music,Publications & CDs
Memorial Books DEDs
Socials & Refreshments
Church Events
Vicar & Choir Expenses
Synod
Office Costs
Repairs & Renewals
Trophy Hire
Souvenirs & Memorabilia
Memberships
NCS Historical
Meetings
Miscellaneous
Examination of Accounts
Loan
Donations
Receipts exceed
Payments
6,285.10
£
2,538.00
£
-
£
20,758.00
£
1,500.00
£
622.62
£
622.63
£
-
£
-
£
1,605.00
£
331.15
£
368.44
£
111.75
£
-
£
-
£
411.93
£
6.00
£
-
£
137.00
£
207.38
£
240.00
£
235.83
£
225.00
£
5,000.00
£
14,699.00
£
55,904.83
£
3,464.88
£
59,369.71
£
Previous Year
4,368.00
£
5,500.00
£
830.00
£
-
£
2,000.00
£
911.44
£
813.31
£
1,009.95
£
374.74
£
1,237.50
£
309.42
£
231.23
£
183.00
£
159.27
£
12.00
£
105.87
£
6.00
£
582.00
£
-
£
-
£
-
£
319.58
£
210.00
£
-
£
11,940.00
£
59,369.71
£
-
£
59,369.71
£
31,103.31
£
15,697.64
£
46,800.95
£

Reconciliation Statement

Net Assets 31 Mar 24

Main Fund Receipts exceed Payments Restricted Fund St Ann's Payments exceed Receipts Restricted Fund St Bart's Payments exceed Receipts Restricted Fund St Nic's Payments exceed Receipts Investments - Unrealised Loss in Market Value Decrease In Debtors Decrease in Property Value Increase in Gift Aid Due Decrease in Stock Figures Decrease in Liabilities Net Assets 31 Mar 25

£ 733,374.61

£ 8,735.20 £ (2,670.80) £ (1,055.85) £ (1,543.67) £ (19,779.88) £ (6,612.00) £ (828.57) £ 975.66 £ (114.15) £ 23,003.00 £ 733,483.55

8

ANGLICAN CENTRAL NAVAL CHURCH FUND - MAIN FUND (Unrestricted Fund)

RECEIPTS AND PAYMENTS SUMMARY

For the Year 1 April 2024 to 31 March 2025

Receipts
Naval Churches
9,020.00
£
Gift Aid
337.61
£
Standing Orders
430.00
£
Donations
800.00
£
Loan Repayments
6,608.00
£
Bursary
-
£
Investment Income
15,751.70
£
Bank Interest
613.28
£
Deposit Interest
5,613.99
£
39,174.58
£
Payments exceed
Receipts
-
£
39,174.58
£
Bank & Deposit Accounts at 1 Apr 24
Receipts exceed Payments
Bank & Deposit Accounts at 31 Mar 25
Previous Year
9,000.00
£
304.77
£
480.00
£
-
£
-
£
830.00
£
9,246.73
£
754.71
£
1,675.54
£
22,291.75
£
-
£
22,291.75
£
126,984.93
£
8,735.20
£
135,720.13
£
Payments
Archbiships Council 23/24
20,758.00
£
Grants
500.00
£
Bursary
-
£
Loan
5,000.00
£
Front Line Chaplains
2,500.00
£
Donations
1,009.00
£
Insurance
207.38
£
Synod
-
£
Office
-
£
Meetings
240.00
£
Examination of Accounts
225.00
£
30,439.38
£
Receipts exceed
Payments
8,735.20
£
39,174.58
£
Previous Year
-
£
1,375.00
£
830.00
£
-
£
-
£
-
£
-
£
159.27
£
12.00
£
-
£
210.00
£
2,586.27
£
19,705.48
£
22,291.75
£

ST BARTHOLOMEW'S CHURCH FUND (Restricted Fund)

RECEIPTS AND PAYMENTS SUMMARY

For the Year 1 April 2024 to 31 March 2025

Receipts
Collections
3,906.20
£
Gift Aid
966.53
£
Weddings
-
£
Baptisms
57.91
£
4,930.64
£
Payments exceed
Receipts
1,055.85
£
5,986.49
£
Bank Accounts at 1 Apr 24
Payments Exceed Receipts
Bank Accounts at 31 Mar 25
Previous Year
3,866.11
£
1,879.81
£
1,000.00
£
-
£
6,745.92
£
-
£
6,745.92
£
9,043.79
£
(1,055.85)
£
7,987.94
£
Payments
Grants & Donations
ACNCF- Wedding Fees
Music
Presentations & Flowers
Miscellaneous
Receipts exceed
Payments
5,785.10
£
-
£
-
£
201.39
£
-
£
5,986.49
£
-
£
5,986.49
£
Previous Year
2,993.00
£
1,000.00
£
272.39
£
227.55
£
90.00
£
4,582.94
£
2,162.98
£
6,745.92
£

8

ST NICHOLAS' CHURCH FUND (Restricted Fund)

RECEIPTS AND PAYMENTS SUMMARY

For the Year 1 April 2024 to 31 March 2025

Receipts
Collections
1,089.53
£
Gift Aid
163.75
£
Weddings
1,036.00
£
Book of Remembrance
220.00
£
2,509.28
£
Payments exceed
Receipts
1,543.67
£
4,052.95
£
Bank & Cash Accounts at 1 Apr 24
Payments exceed Receipts
Bank & Cash Accounts at 31 Mar 25
Previous Year
655.00
£
281.14
£
-
£
120.00
£
1,056.14
£
6,614.51
£
7,670.65
£
4,778.00
£
(1,543.67)
£
3,234.33
£
Payments
ACNCF
Drake Chaplaincy
Outreach
Music
Flowers and Sundries
Receipts exceed
Payments
1,038.00
£
1,500.00
£
1,500.00
£
-
£
14.95
£
4,052.95
£
-
£
4,052.95
£
Previous Year
2,000.00
£
2,000.00
£
3,500.00
£
102.35
£
68.30
£
7,670.65
£
-
£
7,670.65
£

8

ST ANN'S CHURCH FUND

(Under Anglican Central Naval Church Fund - Registered Charity Number: 1115877)

STATEMENT OF ASSETS AND LIABILITIES

31-Mar-25

Fixed Assets
Property
CCLA Short Duration Bond
Total Fixed Assets
Current Assets
Cash
Current Account
CCLA Charity Deposit Fund
Souvenir Stock & Caskets
Gift Aid Claim
Total Current Assets
Less Liabilities
Nuffield Trust Grant
ACNCF Grant
Net Current Assets
Net Assets
88,253.43
£
11,902.07
£
70.00
£
30,640.79
£
32,125.39
£
4,508.76
£
9,087.11
£
76,432.05
£
7,956.00
£
620.00
£
8,576.00
£
89,082.00
£
11,610.32
£
100,155.50
£
100,692.32
£
70.00
£
35,149.85
£
30,287.13
£
4,622.91
£
8,000.00
£
78,129.89
£
7,956.00
£
620.00
£
8,576.00
£
67,856.05
£
69,553.89
£
168,011.55
£
170,246.21
£
31-Mar-24
89,082.00
£
11,610.32
£
100,155.50
£
100,692.32
£
70.00
£
35,149.85
£
30,287.13
£
4,622.91
£
8,000.00
£
78,129.89
£
7,956.00
£
620.00
£
8,576.00
£
67,856.05
£
69,553.89
£
168,011.55
£
170,246.21
£
31-Mar-24
170,246.21
£

Represented by Designated Funds:

Non Bank Net Assets
General Fund
Distribution Fund
Project Fund
105,175.37
£
933.44
£
36,898.37
£
25,004.37
£
168,011.55
£

9

ST ANN'S CHURCH FUND

RECEIPTS & PAYMENTS SUMMARY

For the Year 1 April 2024 to 31 March 2025

Receipts
Donations
13,168.78
£
Baptism, Committals
1,175.00
£
Gift Aid
512.17
£
Wedding Donations
1,389.00
£
Caskets
-
£
Deposit Interest
1,505.92
£
Investment Dividends
332.34
£
Memorial/Ded Books
480.00
£
Souvenirs
47.00
£
Flowers
140.00
£
Misc
5.00
£
18,755.21
£
Payments exceed Receipts
2,670.80
£
21,426.01
£
Cash, Bank & CCLA at 1 April 24
Payments exceed Receipts
Gain on Revaluation of Investment
Total
Previous Year
Payments
13,878.89
£
Church Events
1,509.65
£
Memorial/Ded Books
4,003.06
£
Weddings
-
£
Flowers
210.00
£
Vicars & Choir Expenses
1,396.86
£
Coffee
259.64
£
Trophy Hire
258.49
£
Repairs & Renewals
73.41
£
Souvenirs & Memorabilia
308.50
£
Membership
808.64
£
Presentations
22,707.14
£
Sundries
ACNCF Transfer
Donations
443.69

Receipts exceed Payments
22,263.45
£
77,117.30
£
Cash 31 Mar 25
(2,670.80)
£
Bank 31 Mar 25
291.75
£
CCLA Deposit 31 Mar 25
CCLA Fixed Int 31 Mar 25
74,738.25
£
Previous Year
368.44
£
231.23
£
1,605.00
£
1,237.50
£
-
£
9.95
£
622.63
£
813.31
£
111.75
£
183.00
£
316.20
£
241.12
£
6.00
£
6.00
£
411.93
£
105.87
£
-
£
582.00
£
137.00
£
-
£
421.23
£
683.89
£
235.83
£
229.58
£
6,000.00
£
6,000.00
£
11,190.00
£
11,940.00
£
21,426.01
£
22,263.45
£
-
£
-
£
21,426.01
£
22,263.45
£
70.00
£
30,640.79
£
32,125.39
£
11,902.07
£
74,738.25
£

10

St ANN's CHURCH - DONATIONS TO CHARITY April 2024 to March 2025

ACNCF (£500 per month)
Army Benevolent Fund
Ascension Trust (Portsmouth Street Pastors)
Childrens Liver Foundation
Christians against Poverty
Combat Stress
Embrace
Fareport Talking News
Great Ormond St Childrens Hospital
Hampshire & IOW Air Ambulance
Haven - HMS Nelson
Hope In Action - Where We Work
International Fellowship (£20 per month)
Motor Neurone Disease Association
Naomi House
Naval & Military Bible Society
Parkinsons UK
Portsmouth Association for the Blind
Portsmouth Churches Housing Association
Portsmouth Family Welfare Society
Portsmouth Hospitals Charity
Prostate Cancer
Roberts Centre
Ronald Macdonald Houses
Rowan's Hospice
RM Benevolent Fund
RN Benevolent Trust
RNRM Children's Fund
RN&RM Charity (£100 a month plus single donations)
RN&RM Widows Association
Royal Naval Officers Charity
Royal Sailors Rest
QARNNS Trust
St Marys PCC
Salvation Army
Shipwrecked Mariners Society
Smile UK
SSAFA
Veterans Outreach Support
WRNS BT
Donations
6,000.00
£
250.00
£
250.00
£
250.00
£
250.00
£
250.00
£
250.00
£
250.00
£
250.00
£
250.00
£
500.00
£
250.00
£
240.00
£
250.00
£
250.00
£
250.00
£
250.00
£
250.00
£
250.00
£
250.00
£
250.00
£
250.00
£
250.00
£
250.00
£
250.00
£
250.00
£
250.00
£
250.00
£
1,450.00
£
250.00
£
250.00
£
250.00
£
250.00
£
250.00
£
250.00
£
250.00
£
250.00
£
250.00
£
250.00
£
250.00
£
17,190.00
£

11

PN INDEPENDENT EXAMINATIONS

5 Nursery Road Havant Hants PO9 3BG

 07801 064450

The Chaplain of the Fleet Navy Command HQ Leach Building Whale Island 14 Jun 25

ANGLICAN CENTRAL NAVAL CHURCH FUND – EXAMINATION AND ACCOUNTS – 31 MAR 25

  1. The examination of the Anglican Central Naval Church Fund (ACNCF) for the year to 31 Mar 25 has been completed satisfactorily. Two copies of the Statement of Assets and Liabilities are enclosed.

  2. Pages 7 and 8 of the accounts are a consolidation of four funds:

  3. ACNCF Main Fund

  4. St Ann’s Church, which has its own bank accounts but is a subsidiary restricted fund under the umbrella of the ACNCF.

  5. St Bartholomew’s Church shares a bank account with the ACNCF and is a restricted fund within it.

  6. St Nicholas Church fund shares a bank account with the ACNCF and is a restricted fund within it but this fund also operates with small amounts of cash.

  7. Pages 8 to 11 contain the individual accounts of each of the four funds. Due to its size, there is also a separate Statement of Assets and Liabilities for St Ann’s Church.

  8. Both the St Ann’s and ACNCF Treasurers presented accurately maintained and comprehensive spreadsheets supported by a full range of documentation.

  9. There was a problem with St Ann’s gift aid claims which had been misplaced or lost by a previous verger. The Treasurer had stepped in to retrieve the paperwork for both Gift Aid and Gift Aid small donations (GADS) and unpick the issues that arose. The claim should realise nearly £8.6K.

  10. The market value of the Main Fund’s CCLA C of E investment had fallen by £20.1K (4.3%) to £446K. Dividends totalled nearly £15.8K and were paid directly into the deposit account. This gave a return of 3.4%. The St Ann’s Church CCLA Short Duration Bond had only gained marginally with a market value of £11.9K. As the investment is relatively small, dividends only totalled £332 (2.8%).

  11. The amounts held in the various bank and deposit accounts were:

  12. ACNCF Main Fund – £135.7K. This was an increase of £8.7K over the year notwithstanding the £20.8K paid to the Archbishop’s Council. However, there is a provision in the accounts for a further Archbishop’s Council apportionment of £32.5K but it is reported that this liability may be removed if payment is not requested.

  13. St Bartholomew‘s Church (Restricted) Fund - £8K. The balance was a £1.1K reduction on the previous year as grants and donation income of £5.8K exceeded income of £4.9K.

  14. St Nicholas’ Church (Restricted) Fund - £3.2K. The balance was a fall of £1.5K as donations of £1.5K each to the Drake Chaplaincy and Outreach exceeded the £1.3K income from collections and Gift Aid.

  15. Main items of note in the St Ann’s Church (Restricted) Fund were:

  16. Receipts from donations fell a little to £13.2K compared to £13.9K in the previous year.

  17. £6K was transferred to the ACNCF Main Fund.

  18. Gift Aid income was just £512. However, missing claims had been tracked down and included in this year’s claim.

  19. The overall value of the fund had fallen a little by £2.2K to £168K. More than half of the total asset figure, £88.3K, was held in property assets.

Summary

  1. The worth of the ACNCF Consolidated Fund had remained much the same as the previous year at £733.5K.

  2. £3.5K - taken over all four funds, receipts exceeded payments. However, this was mainly because investment income from the previous year was received in this year.

  3. £20.8K – reduction in liability to the Archbishop’s Council but offset by the £19.8K fall in the value of investments and £0.8K depreciation.

P A Nicholls

PN Independent Examinations