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2023-12-31-accounts

St. Paul’s Church East Molesey

Annual Report and Financial Statements For the year ended 31 December 2023

The Parochial Church Council of the Ecclesiastical Parish of East Molesey, St. Paul

is a registered charity number 1127837 Church code 617144

Church Road East Molesey Surrey KT8 9DR

0208 941 2071 office@stpaulmolesey.org.uk http:// www.stpaulmolesey.org.uk

Contents

Page
Report of the Parochial Church Council 2
Independent Examiner’s Report 6
Statement of Financial Activities 7
Balance Sheet 8
Notes to the Financial Statements 9

Page 1

St. Paul’s Church East Molesey

Report of the Parochial Church Council

Objectives and activities

The Parochial Church Council of the Ecclesiastical Parish of East Molesey, St. Paul (the “PCC”) has the responsibility of co-operating with the incumbent, Revd. Anne Farmer, in promoting the mission of the Church as partners in the work of the gospel ministry.

The PCC, having had regard to the Charity Commission’s guidance on public benefit, consider that in following these priorities and by furthering the whole mission of the Church (pastoral, evangelistic, social and ecumenical), a benefit is provided to the public in particular by:

It also has oversight of the financial affairs of St. Paul’s Church East Molesey (“St. Paul’s”) and maintenance responsibilities for the buildings thereof.

Financial Review of the Year

What an exciting year 2023 has been for St Paul’s - the one in which we finally broke ground on our longanticipated reordering works. The St Paul’s Enhancement Project, or “SPEP” as it’s been referred to, has been on our agenda for a number of years and was only possible due to the extremely generous legacy left to us by the Truefitt family. The culmination of the project is something that Vicar Anne, the PCC and the whole congregation hope will significantly increase the functionality and accessibility of the church building for all.

In addition to the Truefitt legacy, we were fortunate to be awarded with a £10,000 grant from the Marshall's Charity and were also able to claim some £20,000 of VAT back from the enhancements works under the listed places of worship scheme. This has meant that, despite the significant expenditure in 2023, we were always able to keep at least 3 months of operating costs back as our reserve.

During 2023, there was also an appeal to fund the upgrade of our Audio Visual (AV) capabilities which made sense to do in parallel with the reordering works. Due to those contributing to the Planned Giving Scheme (PGS) and AV funds who are paying income tax and gift aiding their donations, we were able to recover over £22,000 in tax during the year, some £4,000 of which was from AV fund donations and therefore attributed to that restricted fund.

In terms of regular income, the number of individuals on the Planned Giving Scheme at the end of the year increased to 55 (2022: 53) with a further 15 belonging to the Friends of St Pauls scheme who contribute to the restricted building and organ funds. Income from the Planned Giving Scheme was up £9,000 on the previous year, in part due to specific PCC-led prayer groups relating to our church finances and the budgetary deficit seen in previous years. Income from Parish Room hire remained higher than pre-pandemic levels at £13,300, although not as strong as 2022 (£17,400) due to the disruption caused by the building works.

In terms of expenditure, some £170,000 was deployed as part of the St Paul’s Enhancement Project (SPEP), with the remaining sums to be paid in 2024. In addition, Parish Share, wage costs and church running costs were all higher than in previous years, the latter being driven by utility costs remaining stubbornly high.

stubbornly high.
£
Excess of expenditure over income in 2023 (148,227)
ExcludeMajor RemediationandEnhancement (SPEP&AV)works 178,365
Normalised outturn 30,138

Page 2

St. Paul’s Church East Molesey

The SPEP works were substantially completed by the end of December, subject to the usual snagging. Excluding the St Paul’s Enhancement Project and AV works, we managed to cover our costs in 2023 but came incredibly close to dipping into our reserves (3 months of ordinary expenditure). Fortunately, we had no other major remediation works necessary in 2023 but we will want to raise further funds to safeguard ourselves against any unforeseen maintenance requirements of such an old building, especially as we no longer have the safety net of significant invested funds available to us. With the culmination of SPEP, we should seek to build our reserves up to 6 months of operating expenditure.

At the year-end, net current assets, including restricted funds, amounted to £54,618 (2022: £202,845).

Statement of Trustees Responsibilities

The members of the PCC, who are the Trustees of the charity for the purposes of charity law, are responsible for preparing the Trustees’ Annual Report and the financial statements in accordance with applicable law, regulations and accounting standards.

Law applicable to charities in England and Wales requires the members of the PCC to prepare financial statements for each financial year which give a true and fair view of the PCC's financial activities during the year and of its financial position at the end of the year. In preparing these financial statements, the members of the PCC are required to:

The members of the PCC are responsible for keeping adequate accounting records that disclose with reasonable accuracy at any time the financial position of the PCC and enable them to ensure that the financial statements comply with the applicable law. They are also responsible for safeguarding the assets of the PCC and for taking reasonable steps for the prevention and detection of fraud and other irregularities.

Page 3

St. Paul’s Church East Molesey

Structure, Governance and Management

The Parochial Church Council of the Ecclesiastical Parish of East Molesey, St Paul is a Church of England parish in the Diocese of Guildford. It is a registered charity, number 1127837, with registered address at 101 Palace Road, East Molesey, Surrey KT8 9DU.

As a parish church within the Church of England (CofE), St. Paul’s is constituted within the Parochial Church Councils (Powers) Measure 1956. Members of the PCC are either ex-officio or elected by the Annual Parochial Church Meeting (APCM) in accordance with the Church Representation Rules and, by dint of membership, become the charity's Trustees. All Church attendees are encouraged to register on the Electoral Roll and to consider standing for election to the PCC. Prospective new PCC members / trustees are advised of PCC membership and Trusteeship duties and responsibilities by means of receipt and discussion of the CofE PCC Standing Orders and the Trusteeship booklet produced jointly by the Archbishop's Council and the Charity Commission.

The PCC meets on a regular basis and is responsible for policy approvals and decisions, significant nonroutine expenditure approval, identification, assessment and mitigation of risks, and other significant decision-making including the ratification of any proposals submitted by church sub-committees.

The Standing Committee, a sub-set of the PCC membership, meets between PCC meetings and may take decisions on the PCC's behalf. The Rev Anne Farmer, incumbent, serves as Chairman of the PCC.

During the year, and up to the date of approval of this Annual Report and Financial Statements, the following served as members of the PCC:

Churchwarden Churchwarden PCC Deanery Synod Deanery Synod
Full Part Full Part
Full
Part
Year year Year year
year
year
Incumbent
Rev. Anne Farmer
Lay Minister
Tony Harris
Churchwardens
Gabrielle Clark
Paul Hancock
Laity
Helen Birchall
James Bunsell (Treasurer)
Samuel Chowdhry R
Nathalie France
Harriet Hill T
Jane Sachdev
Jenny Hamill
Jenny Green A
Matthew Godfrey C
A Appointed • May 2023 T Term expired at APCM • May 2023 C Co-opted • May 2023

R Resigned • July 2023

Page 4

St. Paul’s Church East Molesey

Reserves

Reserves held reflect two different objectives:

Further details of the reserves held are set out in note 9 to the Financial Statements. There are no funds in deficit.

Approved by the Parochial Church Council on 17th April 2024

Rev. Anne Farmer Incumbent

Page 5

St. Paul’s Church East Molesey

Independent Examiner’s Report

to the Members of the Parochial Church Council of East Molesey, St. Paul’s

I report on the accounts for the year ended 31st December 2023, which are set out on pages 7 to 15.

Respective responsibilities of the Trustees and Independent Examiner

The charity's trustees consider that an audit is not required for this year under section 144(2) of the Charities Act 2011 (the '2011 Act '), and that an independent examination is required.

Basis of independent examiner's report

My examination was carried out in accordance with the General Directions given by the Charity Commission.

An examination includes a review of the accounting records kept by the charity and a comparison of the accounts with those records. It also includes consideration any unusual items or disclosures in the accounts, and seeking explanations from the management committee concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently no opinion is given as to whether the accounts present a ‘true and fair’ view and the report is limited to those matters set out in the statement below.

Independent examiner's statement

In connection with my examination, no matter has come to my attention:

have not been met; or

Martin Perrin MA, FCA, Chartered FCSI 18[th] April 2024

39 Station Road Thames Ditton Surrey KT7 0PA

Page 6

St. Paul’s Church East Molesey

Statement of Financial Activities

For the year ended 31 December 2023

Unrestricted Restricted Total Unrestricted Restricted Total
Funds Funds 2023 Funds Funds 2022
Note
£
£ £ £ £ £
Income 2
Voluntary income 99,489 35,420 134,909 72,367 12,481 84,848
Activities for generating funds 1,043 - 1,043 311 - 311
Church activities 17,011 - 17,011 23,083 - 23,083
Income from investments 4,267 91 4,358 1,252 1,887 3,139
Other incomingresources - - - 2,385 - 2,385
Total income 121,810 35,511 157,321 99,398 14,368 113,766
Expenditure 3
Cost of generating voluntary
income - - - - - -
Church activities 286,184 19,364 305,548 120,230 12,623 132,853
Governance costs - - - - - -
Totalexpenditure **286,184 ** **19,364 ** 305,548 120,230 12,623 132,853
Net incoming/(outgoing)
resources (164,374) 16,148 (148,227)
(20,832)
1,745 (19,087)
Transfers between funds - - - - - -
Net movement in funds (164,374) 16,148 (148,227)
(20,832)
1,745 (19,087)
Balances broughtforward 200,398 2,447 202,845 221,230 702 221,932
Balances carriedforward 36,024 **18,594 ** 54,618 200,398 2,447 202,845

The notes on pages 9 to 15 form part of these financial statements.

Page 7

St. Paul’s Church East Molesey

Balance Sheet

As at 31 December 2023

Balance Sheet
As at 31 December 2023
Charity number 1127837 Charity number 1127837
Unrestricted Restricted Total Unrestricted Restricted Total
Funds Funds 2023 Funds Funds 2022
Note Note
£
£ £ £ £ £
Fixed Assets
Tangiblefixed assets - - - - - -
- - - - - -
Current assets
Debtors and prepayments Debtors and prepayments
7
(15,937) 18,594 2,657 (107) 2,447 2,340
Cash 114,319 - 114,319 203,368 - 203,368
98,382 18,594 116,976 203,261 2,447 205,708
Currentliabilities 8 (62,358) - (62,358) (2,863) - (2,863)
Net current assets 36,024 **18,594 ** 54,618 200,398 2,447 202,845
NetAssets 36,024 **18,594 ** 54,618 200,398 2,447 202,845
Parish Funds 9 36,024 **18,594 ** 54,618 200,398 2,447 202,845

The notes on pages 9 to 15 form part of these financial statements.

These financial statements were approved by the Parochial Church Council on 17[th] April 2024.

Signed on behalf of the Parochial Church Council

James Bunsell PCC Treasurer

Page 8

St. Paul’s Church East Molesey

Notes to the Financial Statements

For the year ended 31 December 2023

1 Accounting policies

(a) General information

The Parochial Church Council of the Ecclesiastical Parish of East Molesey, St Paul is a registered charity, number 1127837 and having its registered address at 101 Palace Road, East Molesey, Surrey KT8 9DU.

The principal activities of the Parochial Church Council are described in the Report on page 2.

(b) Basis of preparation

The financial statements have been prepared on an accruals basis and in accordance with the Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (as updated), the Church Accounting Regulations 2006 and the Charities Act 2011.

The financial statements have been prepared under the historical cost convention.

The financial statements include all transactions, assets and liabilities for which the PCC is responsible in law. They do not include the accounts of church groups that owe their main affiliation to another body nor do they include groups that are informal gatherings of church members.

The PCC have formed a judgement, at the time of approving the financial statements, that there is a reasonable expectation that the Parochial Church Council has adequate resources to continue in operational existence for the foreseeable future. For this reason the PCC continue to adopt the going concern basis in preparing the financial statements.

(c) Funds

General funds represent the funds of the PCC that are not subject to any restrictions regarding their use and are available for application to the general purposes of the PCC.

Designated funds are those General funds which have been set aside by the PCC for a particular purpose.

Restricted funds are those funds that must be spent on restricted purposes and details of the funds held and restrictions are provided in note 9.

(d) Incoming Resources

Voluntary income and capital sources

Offerings and collections are recognized when received by or on behalf of the PCC. Planned giving receivable under Gift Aid is recognized only when received. Tax recoverable on Gift Aid donations is recognized when the donation is recognized.

Grants and legacies to the PCC are accounted for when the PCC is notified of its legal entitlement, the amount due is quantifiable and its ultimate receipt by the PCC is reasonably certain.

Statutory Parochial fees are receivable on weddings, funerals and other events, and that part of the fees due to the PCC are included in these accounts. The PCC also collects and pay over fees due to the Diocese of Guildford.

Rental income from the letting of church property is recognized on an accruals basis.

Dividends are accounted for when received. The impact of account upon receipt rather than ex-date is not considered material.

Interest entitlements are accounted for as they accrue or, where not material, upon receipt.

The value of services provided by volunteers is not accounted for in these financial statements.

Page 9

St. Paul’s Church East Molesey

Notes to the Financial Statements

For the year ended 31 December 2023

(e) Resources Used

Activities directly relating to the work of the Church are expensed as incurred.

The Diocesan Parish Share is accounted for when due.

(f) Fixed assets

Consecrated property and movable church furnishings

Consecrated and beneficed property of any kind is excluded from the financial statements pursuant to s.10.2 of the Charities Act 2011. Movable church furnishings held by the Vicar and Churchwardens on special trust for the PCC and which require a faculty for disposal are inalienable property unless consecrated: they are listed in the Church's inventory, but are not recorded as assets of the PCC.

All expenditure incurred in the year on consecrated or beneficed buildings, and the repair of movable church furnishings is written off in the year they are incurred.

Church Hall

Historic costs of building the Church hall were expensed as incurred. Current monies expended on surveying and architects fees have likewise been expensed as incurred.

Fixtures, fittings and office equipment

Small value items under £1,000 are treated as operating expenses. Where office equipment is capitalised, it is written off over its expected useful life, normally between 3 and 5 years.

Page 10

St. Paul’s Church East Molesey

Notes to the Financial Statements

For the year ended 31 December 2023

2 Incoming resources

2 Incoming resources
Unrestricted Restricted Total Unrestricted Restricted Total
Funds Funds 2023 Funds Funds 2022
£ £ £ £ £ £
Voluntary income
Planned giving: 61,054 - 61,054 52,213 - 52,213
Collections 7,676 - 7,676 1,924 - 1,924
Other donations, appeals 11,134 19,301 30,435 2,760 11,459 14,219
Tax recoverable 18,625 4,369 22,994 13,306 1,022 14,328
Legacies - - - - - -
Grants from Charitable trusts 1,000 11,750 12,750 2,000 - 2,000
Grantsfrompublic bodies - - - 164 - 164
99,489 35,420 134,909 72,367 12,481 84,848
Activities for generating
funds
Social events & activities 780 - 780 113 - 113
Sale of Tradecraft goods - - - - - -
Other 263 - 263 198 - 198
1,043 - 1,043 311 - 311
Church activities
Fees 3,634 - 3,634 5,674 - 5,674
Hall Lettings 13,377 - 13,377 17,409 - 17,409
Other - - - - - -
17,011 - 17,011 23,083 - 23,083
Income from investments
Bank interest 4,267 - 4,267 1,252 - 1,252
Dividends - **91 ** **91 ** - 1,887 1,887
**4,267 ** **91 ** 4,358 1,252 1,887 3,139
Other incoming resources
Insurance claims - - - 2,385 - 2,385
- - - 2,385 - 2,385
Total incoming resources 121,810 35,511 157,321 99,398 14,368 113,766

Page 11

St. Paul’s Church East Molesey

Notes to the Financial Statements

For the year ended 31 December 2023

3 Resources expended

3 Resources expended
Unrestricted Restricted Total Unrestricted Restricted Total
Funds Funds 2023 Funds Funds 2022
£ £ £ £ £ £
Cost of generating
voluntary income
Cost ofactivities - - - - - -
- - - - - -
Church activities
Missionary & Charitable
Giving 4 3,962 70 4,032 2,550 6,113 8,663
Parish Share and clergy
costs to Diocese 81,720 - 81,720 76,266 - 76,266
Salaries, wages and
honoraria 5 17,027 - 17,027 13,499 - 13,499
Costs of ministry and
mission 2,382 - 2,382 2,053 - 2,053
Church and Hall running
& maintenance 14,765 2,132 16,897 12,967 840 13,807
Major Remediation and
Enhancement works 10 161,203 17,162 178,365 10,318 5,670 15,988
Upkeep of churchyards 2,245 - 2,245 508 - 508
Management & admin
costs 2,880 - 2,880 2,069 - 2,069
**286,184 ** **19,364 ** 305,548 120,230 12,623 132,853
Governance costs
Independent examiner - - - - - -
- - - - - -
Total resources
expended **286,184 ** **19,364 ** 305,548 120,230 12,623 132,853

Page 12

St. Paul’s Church East Molesey

Notes to the Financial Statements

For the year ended 31 December 2023

4 Missionary and charitable giving

Charitable giving out of St Paul’s Church funds was disbursed as follows:

Unrestricted Restricted Total Total
Funds Funds 2023 2022
£ £ £ £
Children’s Society 380 50 430 100
Christian Aid 350 - 350 750
Compassion UK 232 20 252 323
Brite Box 1,000 - 1,000 -
Elmbridge Can (Afghani refugees) 1,000 - 1,000 500
St Peter’s Church, West Molesey 1,000 - 1,000 500
Diocese in Europe (Ukraine) - - - 250
East Elmbridge Food Bank - - - 250
Hope Gardens - - - 500
Linnett - - - 5,240
Palliative Care SL (fmly
Shepherd's Hospice) - - - 250
- - - -
Total 3,962 70 **4,032 ** 8,663

5 Staff costs

5 Staff costs
2023 2022
£ £
Wages, salaries and other staff costs 16,084 12,470
Social security costs - -
Other honoraria and staffcosts 943 1,029
Total resources expended 17,027 13,499

The average number of full or part-time equivalent employees in the year was 4 (2022: 4).

Nathalie France, the (part time) parish administrator is a member of the PCC. Remuneration for this amounted to £6,894 during the year. No other trustee (PCC member) received any remuneration or received any other employment benefits during the year or prior year. Clergy are not included in the staff costs above as they are office holders not employed by the PCC. In addition to employees, the cost of certain other service providers is included in Other honoraria and staff costs.

6 Payments to PCC members

4 (2022: 2) trustees received expenses to the value, in total, of £3,252 (2022: £3,149) in respect of Church and Church Hall repairs, Churchyard maintenance, travel and other costs incurred on behalf of the PCC during their tenure as a trustee. Remuneration paid to a PCC member is disclosed in note 5 above.

Page 13

St. Paul’s Church East Molesey

Notes to the Financial Statements

For the year ended 31 December 2023

7 Debtors and prepayments

7 Debtors and prepayments
Unrestricted Restricted Total Total
Funds Funds 2023 2022
£ £ £ £
Gift aid tax recoverable 1,329 - 1,329 1,013
Accrued income and other debtors 1,328 - 1,328 1,327
Restricted funds held in unrestricted bank
account (18,594) 18,594 - -
(15,937) 18,594 **2,657 ** 2,340

8 Creditors – amounts falling due within one year

8 Creditors – amounts falling due within one year
2023 2022
£ £
Accruals and deferred income 61,248 1,125
Othercreditors 1,110 1,738
62,358 2,863

9 Funds General funds

9 Funds
General funds
Opening Closing
Balance Income Expenditure Adjustments balance
£ £ £ £ £
Undesignated general funds 199,590 121,810 (286,184) - 35,216
Designated funds:
Organ maintenance 808 - - - 808
200,398 121,810 (286,184) - 36,024

Restricted funds

Restricted funds are funds which have been given to the PCC for a specific purpose and which are held pending disbursement in accordance with the mandate for which they were given:

Opening Closing
Balance Income Expenditure Adjustments balance
£ £ £ £ £
Building repair and maintenance - 3,628 (1,658) - 1,970
Organ maintenance 810 959 (474) - 1,295
AV fund - 20,763 (7,162) - 13,601
Legacy Poor funds 1,637 91 - - 1,728
SPEP - 10,000 (10,000) - -
Leisem fund - 20 (20) - -
Children’s Society - 50 (50) - -
2,447 35,511 (19,364) - 18,594

Page 14

St. Paul’s Church East Molesey

Notes to the Financial Statements

For the year ended 31 December 2023

10 Major Remediation and Enhancement works

Major Remediation and Enhancement works can be analysed as to:

Total Total Total Total
2023 2022 2021 2020
£ £ £ £
Remediation works - 3,544 1,153 50,349
AV system 7,162 - - -
StPaul’sEnhancementProject 171,203 12,444 27,359 9,825
Total 178,365 15,988 28,512 60,174

11 Related party transactions

There were no transactions with any trustee in their capacity as trustee. Reimbursements for normal out of pocket expenses incurred in the performance of various duties as Clergy, or as members of a PCC committee, as the case may be, are set out in note 6 above.

Page 15

St. Paul’s Church East Molesey