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2023-12-31-accounts

The PCC of St Michael’s, Framlingham Annual Report and Financial Statements for the year to 31 December 2023

Aim and purposes:

St. Michael’s Parochial Church Council (PCC) has the responsibility of co-operating with the Rector, the Reverend Christopher Davey, in promoting the ecclesiastical parish, the whole mission of the Church, pastoral, evangelistic, social and ecumenical. The PCC is also specifically responsible for the maintenance of the Church of St Michael and Castle Community Rooms.

Administrative information:

St. Michael’s is part of the Diocese of St Edmundsbury and Ipswich within the Church of England. The correspondence address is The Church Office, Castle Community Rooms, Church Street, Framlingham IP13 9BQ. The PCC is a body corporate (PCC Powers Measure 1956, Church Representation Rules 2006) and became a registered charity on 23[rd] February 2009, Charity Number 1128206, with the Charity Commission.

PCC members who have served from the Annual Parish Meeting in 2023 are:

Elected Members:

Peter Lamb Adrian Morgan Margaret Wilkins Wendy Phelan Edith Peck Jeffery Burt Chris Wasmuth Catherine Johnson Caroline Foster (Vice Chair) Alan Rabjohn Sabrina Crooks Linda Shelley

Incumbent:

Christopher Davey

Associate Priest:

Mary Lamb

Readers:

Edith Peck Terry Gilder

Warden:

Caroline Foster

Page 1 of 7

The PCC of St Michael’s, Framlingham Annual Report and Financial Statements for the year to 31 December 2023

Deanery Synod:

Sandra Whalley-Maude Alan Rabjohn Edith Peck

Objectives and Activities:

The PCC is committed to encouraging people to worship at our church and to become part of our parish community. The PCC maintains an overview of worship throughout the parish and makes suggestions on how our services can involve the many groups that live within our parish. Our services and worship put faith into practice through sacrament, scripture, prayer and music.

When planning our activities, the incumbent and the PCC work together to enable Christian people to live out their faith as part of our parish community through:

In addition to this the PCC exercise their responsibility to maintain the fabric of our Church of St. Michael and Castle Community Rooms.

Achievements and Performance

Worship and Prayer:

A range of services is offered on Sundays and during the week and over the course of the year that endeavour to meet the spiritual needs of our community.

For example, Sunday morning 8.00am Book of Common Prayer Communion provides a quiet, and reflective environment for traditional worship.

The main service on Sundays is the 9.30 Parish Eucharist which is enhanced by a sermon and music provided by our choir and organ. On the first Sunday of the month a different style of service is held, a Family Communion, which is more inclusive and specifically welcomes children and young people to be totally engaged in the worship. Families of our Sing Praise Children’s choir regularly attend this service and the Sing Praise choir sing as part of it. A mid-week Holy Communion service is held at 10.30 a.m. each Wednesday. The Major Feast Days of the Church’s year are observed throughout the year.

Page 2 of 7

The PCC of St Michael’s, Framlingham Annual Report and Financial Statements for the year to 31 December 2023

As well as our regular services, we enable our community to celebrate and thank God at the milestones of the journey through life. Through baptism we thank God for the gift of life, in marriage public vows are exchanged with God’s blessing and through funeral services friends and family express their grief and give thanks for the life which is now complete in this world and to commend the person into God's keeping.

Many people are involved in the spiritual and practical work of the parish and this is how it should be as we use our gifts together and respond to the challenges and opportunities of a considerable growth in the population of the town.

Growing in God – Our Mission in Framlingham:

The PCC continue to focus on growth and particularly service both to the town but also the wider community. During the year we supported local and international charities with financial donations. We continue to be a collection point for the local food banks and with other churches help deliver supplies to local families. Our twice monthly coffee morning, Toast Rack, welcomes people into church for refreshment and community.

Deanery Synod:

Three members of the PCC sit on the Deanery Synod. This provides the PCC with important links between the parish and the wider structures of the church.

The Church:

Our church is open to our community for private prayer during daylight hours throughout the year. During 2023 work on the issues identified in the Quinquennial inspection continued.

The Church Yard wall which remains the responsibility of the PCC even though the church yard closed over twenty years ago collapsed in the autumn of 2021. This will present a large challenge for the PCC who will need to plan for its rebuilding and, as no insurance claim is associated with the collapse, will need to secure funding for the rebuilding and repair. Funding will need to come from grant making bodies as we don’t have the financial resources ourselves.

Huge thanks are owed to Caroline Foster and Graham Haerle and those who assist them and who have helped doing repairs large and small spending their time to save us considerable amounts of money.

Castle Community Rooms:

Has now been open for over a year, managed by a community management committee. Use of the hall is very good and large numbers of people are hiring the space for a number of activities.

A restricted fund and associated bank account remain in place for this project.

Page 3 of 7

The PCC of St Michael’s, Framlingham Annual Report and Financial Statements for the year to 31 December 2023

Ecumenical Relationships:

The church is a member of Churches Together in Framlingham. It meets regularly to discuss matters relating to all the churches in Framlingham, and to plan and implement joint activities.

Financial Review:

There has been an Independent Examination of the accounts. The total receipts on ordinary (unrestricted) funds were £96,272 (2022: £107,016) and are detailed in the Financial Statements. £95,758 (2022: £107,819) was spent to provide the Christian Ministry from St Michaels Church, which includes the contribution of £52,000 (2022: £58,000) to the Diocesan Parish Share. Net incoming resources for the year, taking into account restricted and designated funds, reflected an excess of income over expenditure of £61,058 (2022: £63,938).

Reserves policy:

The PCC’s reserves policy is to seek to hold £20k in unrestricted reserves to cover running costs in the event of a major problem, and a building repair reserve of £15k to cover the outcome of any urgent work identified.

Our thanks to our treasurer Margaret Wilkins who has so ably managed the church’s accounts and its finances, and all the other members of the PCC for their valuable contribution to our ministry and for keeping the church running.

Volunteers:

We would like to thank all the volunteers who work so hard to make our church the lively and vibrant community it is, helping the worship, the caring, our learning and our building.

Structure, governance and management:

The method of appointment of PCC members is set out in the Church Representation Rules. At St. Michael’s the membership of the PCC consists of the incumbent, associate priest, reader, churchwardens, Deanery Synod representatives, and members elected by those members of the congregation who are on the electoral roll of the church. The PCC from time to time appoints co-opted members. All those who attend our services / members of the congregation are encouraged to register on the Electoral Roll and stand for election to the PCC.

The PCC members are responsible for making decisions on all matters of general concern and importance to the parish including deciding on how the funds of the PCC are to be spent.

The full PCC met 9 times during the year.

Thanks to those who have served and contributed to our shared life and development.

Page 4 of 7

The PCC of St Michael’s, Framlingham Annual Report and Financial Statements for the year to 31 December 2023

Approved by the PCC on …. April 2024 and signed on their behalf by:

Revd. Chris Davey (Rector)

Page 5 of 7

The PCC of St Michael’s, Framlingham Annual Report and Financial Statements for the year to 31 December 2023

Independent examiner’s report to the members of the Parochial Church Council of St Michael’s, Framlingham (‘the PCC’)

This report has been prepared following an independent examination of the accounts of the PCC for the year ended 31 December 2023, in accordance with section 145 of the Charities Act 2011 ('the Act') and the Church Accounting Regulations 2006 ('the Regulations').

Responsibilities of members of the PCC

As members of the PCC, you are responsible for maintaining proper accounting records and for preparing accounts which have been prepared in accordance with the Regulations.

You are also responsible for determining whether, in respect of the year (and the preceding two years), the PCC meets the conditions for exemption from an audit of the accounts set out in section 144(1) of the Act and the Regulations, and for providing me with information and explanations required for my examination.

Responsibilities of the independent examiner

As an independent examiner I have a statutory duty to state in my report whether any matter has come to my attention in connection with the examination which gives me reasonable cause to believe that in any material respect:

I also have a statutory duty to disclose in my report matters coming to my attention in connection with the examination to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.

Scope of the independent examiner's work

My work was carried out in accordance with general directions setting out the duties of an independent examiner issued by the Charity Commission and as contained in the Church guidance.

My examination included a review of the accounting records kept by the PCC and a comparison of the accounts presented with those records. It also included a review of the accounts and consideration of any unusual items or disclosures identified and seeking explanations from the PCC concerning any such matters.

Page 6 of 7

The PCC of St Michael’s, Framlingham Annual Report and Financial Statements for the year to 31 December 2023

Independent examiner’s statement

I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached.

Dominic Carter FCA

Page 7 of 7

The PCC of St Michael's, Framlingham Charity No. 1128206 Financial Statements

for the year ended 31 December 2023

STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31 DECEMBER 2023

Note
INCOMING RESOURCES
Incoming resources from donors
2a
Other voluntary incoming resources
2b
Incoming resources from operating activities
To further the PCC's objectives
2c
To generate funds
2d
Income from investment
2e
Other incoming resources
2f
Total incoming resources
RESOURCES EXPENDED
Cost of generating funds
3a
Activities directly relating to the work of the Church
3b
Governance costs
3c
Total resources expended
Net incoming resources
Gain on investments
Balance brought forward at 1 January 2023
Transfer between funds
Balance carried forward at 31 December 2023
Unrestricted
Restricted Designated
Total
Total
funds
funds
funds
2023
2022
£
£
£
£
£
71,548
2,809
-
74,357
85,459
5,275
108,065
771
114,110
109,986
9,405
290
26,840
36,536
11,455
867
3,685
-
4,552
2,423
617
417
-
1,033
449
8,561
1,317
-
9,877
5,367
96,272
116,581
27,611
240,465
215,139
-
846
16,662
17,508
1,177
72,647
65,321
820
138,788
132,848
23,111
-
-
23,111
17,175
95,758
66,167
17,482
179,407
151,201
514
50,414
10,129
61,058
63,938
-
261
-
261
(365)
514
50,675
10,129
61,319
63,573
55,730
224,001
6,460
286,190
222,617
-
5,474
(5,474)
-
-
56,244
280,150
11,115
347,510
286,190

The PCC of St Michael's, Framlingham Charity No. 1128206 Financial Statements for the year ended 31 December 2023

BALANCE SHEET AS AT 31 DECEMBER 2023

Note
FIXED ASSETS
Tangible assets
5
Investments
6
CURRENT ASSETS
Stock
Debtors
7
Cash at bank and in hand
CREDITORS
Amounts falling due within one year
8
Amounts falling due after more than one year
8
NET ASSETS
FUNDS
Unrestricted
4
Restricted
4
Designated
4
2023
2022
£
£
1,206,664
1,203,979
3,011
2,750
1,209,675
1,206,729
2,600
2,800
17,648
18,952
147,827
165,694
168,075
187,446
(75,218)
(118,855)
(955,022)
(989,130)
347,510
286,190
56,244
55,730
280,150
224,001
11,115
6,460
347,510
286,190

The PCC of St Michael's, Framlingham Charity No. 1128206 Financial Statements for the year ended 31 December 2023

NOTES TO THE ACCOUNTS

1. ACCOUNTING POLICIES

a Basis of preparation

The accounts have been prepared under the historical cost convention.

b Fund accounting

Unrestricted funds are available for use at the discretion of the trustees in furtherance of the objectives of the charity.

Restricted funds are subject to restrictions on their expenditure imposed by the donor or through the terms of an appeal.

Designated funds are unrestricted funds earmarked for particular purposes.

c Fixed assets

Investments held as fixed assets are revalued at market value at the balance sheet date. The gain or loss is taken to the Statement of Financial Activities.

Land and buildings are initially measured at cost and subsequently cost less depreciation. The annual depreciation charge is calculated based on the estimated useful life and the estimated residual value of the asset.

d Capital grants

Income from capital grants is recognised on the accrual model of grant accounting. The grant income is initially recognised as a deferred income creditor and released to the Statement of Financial Activities over the useful life of the asset.

The PCC of St Michael's, Framlingham Charity No. 1128206 Financial Statements

for the year ended 31 December 2023

NOTES TO THE ACCOUNTS

2. INCOMING RESOURCES

2a. Incoming resources from donors
Committed giving under Gift Aid
Committed giving not gift aided
Planned giving via pew envelopes
Planned giving - income tax recovered
Income tax recoverable
Collection plate
2b. Other voluntary incoming resources
Grants
Flowers
Donations/appeals
Castle Community Rooms
Sing Praise
GeeWizz
East Anglian Academy
2c. Incoming resouces from operating activities to further PCC objectives
Church lettings
Church Hall lettings
Other fees
Wall safe
2d. Incoming resources from operating activitites to generate funds
Other fund raising
2e. Income from investment
Investment income
2f. Other incoming resources
Clergy expenses
VAT refunds
Utilities
Printing and stationery
Bell ringers
Total incoming resources
Unrestricted
Restricted Designated
Total
Total
funds
funds
funds
2023
2022
£
£
£
£
£
42,843
-
-
42,843
44,019
5,946
2,809
-
8,755
19,160
3,922
-
-
3,922
2,399
15,215
-
-
15,215
14,930
-
-
-
-
1,683
3,622
-
-
3,622
3,268
71,548
2,809
-
74,357
85,459
224
250
-
474
1,349
-
-
771
771
4,410
5,051
-
-
5,051
6,226
-
88,413
-
88,413
86,689
-
10,053
-
10,053
11,311
-
7,000
-
7,000
-
-
2,349
-
2,349
-
5,275
108,065
771
114,110
109,986
175
290
-
465
1,195
-
-
26,840
26,840
-
4,786
-
-
4,786
4,892
4,444
-
-
4,444
5,367
9,405
290
26,840
36,536
11,455
867
3,685
-
4,552
2,423
867
3,685
-
4,552
2,423
617
417
-
1,033
449
617
417
-
1,033
449
24
-
-
24
93
173
-
-
173
3,289
8,364
-
-
8,364
968
-
-
-
-
3
-
1,317
-
1,317
1,015
8,561
1,317
-
9,877
5,367
96,272
116,581
27,611
240,465
215,139

The PCC of St Michael's, Framlingham Charity No. 1128206 Financial Statements

for the year ended 31 December 2023

NOTES TO THE ACCOUNTS

3. RESOURCES EXPENDED

3a. Costs of generating funds
Fund raising
Church hall expenses
3b. Activities directly relating to work of Church
Diocesan Parish Share
Clergy expenses
Church running expenses
Insurance
Church maintenance
Donations
Flowers
Wedding fees
Other FOSM expenditure
Castle Community Rooms
Depreciation - building
Depreciation - fixtures, fittings and equipment
Sing Praise
GeeWizz
East Anglian Academy
Bank charges
3c. Governance costs
Printing and stationery
Administrator
Miscellaneous costs
Total resources expended
Unrestricted
Restricted Designated
Total
Total
funds
funds
funds
2023
2022
£
£
£
£
£
-
846
-
846
713
-
-
16,662
16,662
464
-
846
16,662
17,508
1,177
52,000
-
-
52,000
58,000
638
-
-
638
243
11,474
-
-
11,474
5,806
4,458
-
-
4,458
4,177
4,013
9,400
-
13,413
20,656
-
1,100
-
1,100
1,146
-
-
820
820
1,753
-
1,247
-
1,247
640
-
-
-
-
7,289
-
3,422
-
3,422
16,388
-
30,704
-
30,704
-
-
1,807
-
1,807
-
-
13,733
-
13,733
16,560
-
3,528
-
3,528
-
-
250
-
250
-
64
131
-
195
192
72,647
65,321
820
138,788
132,848
586
-
-
586
1,240
5,724
-
-
5,724
5,616
16,802
-
-
16,802
10,319
23,111
-
-
23,111
17,175
95,758
66,167
17,482
179,407
151,201

The PCC of St Michael's, Framlingham Charity No. 1128206 Financial Statements for the year ended 31 December 2023

NOTES TO THE ACCOUNTS

4. FUND SUMMARY

Unrestricted Funds
PCC General Fund
Restricted Funds
Tombs Fund
Friends of St Michael's Fund
Bells Fund
Friends of Delhi Brotherhood
Sing Praise
GeeWizz
East Anglian Academy
Castle Community Rooms
Gain/(loss) on investments
Designated Funds
Church Hall Fund
Church Flower
Food Bank
Transfer
£
£
£
£
55,730
514
-
56,244
As at
1.1.23
Surplus/
(deficit)
As at
31.12.23
9,867
250
-
10,117
37,848
(4,373)
-
33,475
3,857
196
-
4,053
479
(30)
-
449
9,162
(3,681)
-
5,481
-
3,472
-
3,472
-
2,099
-
2,099
161,548
52,481
5,474
219,503
1,240
261
-
1,501
224,001
50,675
5,474
280,150
5,474
10,179
(5,474)
10,178
826
(50)
-
776
161
-
-
161
6,460
10,129
(5,474)
11,115
286,190
61,318
-
347,510

The PCC of St Michael's, Framlingham Charity No. 1128206 Financial Statements for the year ended 31 December 2023

NOTES TO THE ACCOUNTS

5. TANGIBLE FIXED ASSETS

Cost
At 31 December 2022
Additions
At 31 December 2023
Depreciation
At 31 December 2022
Charged in year
At 31 December 2023
Net book value
At 31 December 2022
At 31 December 2023
Building
Fixtures,
fittings and
equipment
Total
£
£
£
1,203,979
-
1,203,979
17,127
18,067
35,195
1,221,106
18,067
1,239,174
-
-
-
30,704
1,807
32,510
30,704
1,807
32,510
1,203,979
-
1,203,979
1,190,403
16,261
1,206,664

6. INVESTMENTS

The following investments are held with the Diocesan Board of Finance and the interest is paid into the church account. The income from the Buckmaster charity is for the repair and maintenance, upkeep and improvement of the church.

The investments are included on the balance sheet at market value at 31 December and any gain or loss is taken to the Statement of Financial Activity.

Value at 31 December 2022
Movement in valuation
Value at 31 December 2023
Fabric & Organ Bell Ropes
Total
£
£
£
£
154
139
2,457
2,750
15
13
233
261
Buckmaster
169
152
2,690
3,011

The PCC of St Michael's, Framlingham Charity No. 1128206 Financial Statements for the year ended 31 December 2023

NOTES TO THE ACCOUNTS

7. DEBTORS

Tax recoverable from Gift Aid
Church Hall lettings
Prepayments
8. CREDITORS
Amounts falling due within one year
Other creditors
Accruals
Christmas collection charity donation
Deferred income
Amounts falling due after more than one year
Deferred income
2023
2022
£
£
12,148
16,952
2,620
-
2,880
2,000
17,648
18,952
2023
2022
£
£
14,069
-
27,040
84,177
-
570
34,108
34,108
75,218
118,855
2023
2022
£
£
955,022
989,130

Deferred income relates to capital grants accounted for on the accrual model. See also Note 1(d).

9. ANALYSIS OF NET ASSETS

Unrestricted **Restricted ** Designated Total Total
Funds Funds Funds 2023 2022
£ £ £ £ £
Tangible assets - 1,206,664 - 1,206,664 1,203,979
Investments - 3,011 - 3,011 2,750
Current assets 56,244 97,938 13,893 168,075 187,446
Creditors < 1 year (72,440) (2,778) (75,218) (118,855)
Creditors > 1 year - (955,022) - (955,022) (989,130)
56,244 280,150 11,115 347,510 286,190

The PCC of St Michael's, Framlingham Charity No. 1128206 Financial Statements

for the year ended 31 December 2023

NOTES TO THE ACCOUNTS

10. EMPLOYEES

During the year the number of employees paid for by the charity was:
Employment costs
Payment to highest paid employee
11. PAYMENTS TO TRUSTEES
During the year payments to trustees for services were as follows:
2023
2022
£
£
1
1
2023
2022
£
£
5,724
5,616
5,724
5,616
2023
2022
£
£
17,231
11,223

One trustee received payment for the provision of services to the charity. The services were provided on an arm's length basis and were in addition to normal trustee duties.

The expense is included in the Statement of Financial Activities, within activites directly relating to the work of the Church. The trustees are satisfied that the expenditure is in the best interests of the charity and is reasonable in relation to the service provided.

One trustee is employed by the PCC and receives payment for the duties of their employment. The amounts are shown in Note 10.

The PCC is satisfied that the conditions for employment of a trustee in s.185(2) Charities Act 2011 are met.