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2022-12-31-accounts

St. Nicholas Church Thames Ditton

Annual Report and Financial Statements For the year ended 31 December 2022

The Parochial Church Council of the Ecclesiastical Parish of Thames Ditton is a registered charity number 1128454 Church code 617146

The Parish Office Summer Road Thames Ditton Surrey KT7 0QQ

0208 398 9641 stnicparishoffice@btinternet.com http://www.stnicholaschurch.org.uk

St. Nicholas’ Church THAMES DITTON GROWING IN NUMBERS • DEEPENING OUR FAITH SERVING OUR COMMUNITY

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

1

St. Nicholas Church Thames Ditton

Page

Report of the Parochial Church Council

Objectives and activities

The Parochial Church Council of the Ecclesiastical Parish of Thames Ditton (the “PCC”) has the responsibility of co-operating with the incumbent, Revd. Andrew Cowie, 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. Nicholas Church Thames Ditton (“St. Nicholas”) and maintenance responsibilities for the buildings thereof.

Financial Review of the Year

2022 concluded with only a small operating loss. This outturn is after some extraordinary outside assistance which we can strive to do without – ideally by increased parishioner giving.

Grants were received (see note 4 to the accounts) to assist with the loss of rent at 4 Quinton Road, the cost of Pais staff, and increased heating costs. Hall hire income continued to recover, rising by £9,000 but it is still well short of the pre-covid 2019 income of £46,000. Parishioner giving was substantially unchanged versus 2021.

We increased maintenance and remedial works to the Church and the hall, having held our hand in 2021 to conserve cash. Most noticeably the (rain water) drains at the Church, having been blocked by tree roots, were dug up and replaced. We were fortunate to find that our insurers, Ecclesiastical, met a major part of this cost. We also had beautiful new slate roofing affixed to the area above the Church cleaning cupboard.

Meanwhile, costs have started to rise faster. Most noticeably, gas and electricity costs multiplied in the last two months of the year and the full impact of this will have a major bearing on the Parish finances in 2023. Formal data settling out income and expenditure is set out on pages 7 to 18 and can be summarized as follows:

----- Start of picture text -----
Income
Insurance claim Legacies &
6% grants
Other 11%
0%
Pledged &
Fees covenanted
3% income
36%
Our total income was 4 QWR rent
£206,154 (2021: 5%
£187,954)
Dividends & Int
5%
Hall lettings
15%
Income Tax
recov'd Donations,
10% appeals and
Sundry fund- other giving
raising 7%
2%
----- End of picture text -----

Page 2

St. Nicholas Church Thames Ditton

Expenditure

Our total expenditure was £208,980 (2021: £204,862)

----- Start of picture text -----
Ministry costs inc
Choir, Children
Outward 4%
giving
7%
Church running &
mtce
Parish share (= 17%
Vicar, vicarage,
share of diocesan
costs)
50%
Churchyard
5%
Church Hall
12%
Quinton Road
Admin
2%
3%
----- End of picture text -----

At the year end, the net current assets, including restricted funds, amounted to £87,706 (2021: £85,772).

The endowment funds from which we receive income decreased in value by £41,819 during the year (2021: increase of £44,460).

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. Nicholas Church Thames Ditton

Structure, Governance and Management

The Parochial Church Council of the Ecclesiastical Parish of Thames Ditton is a Church of England parish in the Diocese of Guildford. It is a registered charity, number 1128454, with registered address at The Parish Office, Summer Road, Thames Ditton, Surrey KT7 0QQ.

As a parish church within the Church of England (CofE), St. Nicholas 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 Andrew Cowie, 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
Full Part Full Part Full Part
Year year Year year year year
Vicar
Rev. Andrew Cowie * P
Curate
Rev. Ruth Philips * ao
Churchwardens
Amanda Ecclestone * r P P
Elaine Heptonstall * P P
Catherine Traub * a P
Laity
Åse Anderson P
Tanya Davis P
Alex Dunne * P
Ray Grace * r r
Neil Mears P
Siva Oke P
Martin Perrin (Treasurer) * P
Jennifer Sherriff * P
Lloyd Smith P
Cathy Wise P

Notes:

ao appointed upon ordination 3 July 2022 r retired at APCM 24 April 2022

a appointed at APCM 24 April 2022

4

St. Nicholas Church Thames Ditton

Page

Reserves

Reserves held reflect three different objectives:

Further details of the reserves held are set out in note 13 to the Financial Statements. There are no funds in deficit.

Approved by the Parochial Church Council on 20 March 2023

Rev. Andrew Cowie Vicar

5

St. Nicholas Church Thames Ditton

Page

Independent Examiner’s Report to the Members of the Parochial Church Council of St. Nicholas, Thames Ditton

I report on the accounts for the year ended 31st December 2022, which are set out on pages 7 to 18.

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.

It is my responsibility to:

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

Adrian Searle FCA ACMA CGMA 20 March 2023

122 Thorkhill Rd Thames Ditton Surrey

6

St. Nicholas Church Thames Ditton

Page

Statement of Financial Activities

For the year ended 31 December 2022

Unrestricted Restricted Endowment Total Total
Funds Funds Funds 2022 2021
Note £ £ £ £ £
Income and Endowments 2
Voluntary income 113,832 16,774 - 130,606 136,318
Activities for generating funds 212 - - 212 -
Church activities 40,147 1,657 - 41,804 31,203
Income from investments 11,703 9,461 - 21,164 20,433
Other incomingresources 12,368 - - 12,368 -
Total income and
endowments 178,262 27,892 - **206,154 ** 187,954
Expenditure 3
Cost of generating voluntary
income 86 - - 86 220
Church activities 177,337 27,547 - 204,884 199,012
Costs of investment property 3,839 171 - 4,010 5,630
Governance costs - - - - -
Total expenditure 181,262 27,718 - 208,980 204,862
Net incoming/(outgoing)
resources (3,000) 174 - (2,826) (16,908)
Transfers between funds - - - - -
Investment gains/(losses) 9 - - (41,819) (41,819) 44,460
Net movement in funds (3,000) 174 (41,819) (44,645) 27,552
Balances broughtforward 461,715 3,497 355,255 **820,467 ** 792,915
Balances carried forward 458,715 3,671 313,436 775,822 820,467

The notes on pages 9 to 18 form part of these financial statements. Note 14 elaborates the prior year comparatives.

Page 7

St. Nicholas Church Thames Ditton

Balance Sheet

As at 31 December 2022

Charity number 1128454

Unrestricted Restricted Endowment Total Total
Funds Funds Funds 2022 2021
Note £ £ £ £ £
Fixed Assets
Tangible fixed assets 8 374,680 - - 374,680 379,440
Investments 9 - - 313,436 313,436 355,255
374,680 - 313,436 688,116 734,695
Current assets
Debtors and prepayments 10 17,421 - - 17,421 26,586
Cash 11 87,767 - - **87,767 ** 73,004
105,188 - - 105,188 99,590
Currentliabilities 12 (21,153) 3,671 - (17,482) (13,818)
Net current assets 84,035 3,671 - 87,706 85,772
Net Assets 458,715 3,671 313,436 775,822 820,467
Parish Funds 13 458,715 3,671 313,436 775,822 820,467

The notes on pages 9 to 18 form part of these financial statements. Note 15 elaborates the prior year comparatives.

These financial statements were approved by the Parochial Church Council on 20 March 2023.

Signed on behalf of the Parochial Church Council

Martin Perrin FCA, FCSI Treasurer

Page 8

St. Nicholas Church Thames Ditton

Notes to the Financial Statements

For the year ended 31 December 2022

1 Accounting policies

(a) General information

The Parochial Church Council of the Ecclesiastical Parish of Thames Ditton is a registered charity, number 1128454 and having its office address at The Parish Office, Summer Road, Thames Ditton Surrey KT7 0QQ.

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 except for the valuation of investments in CBF funds which are shown at mid-market value.

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. Funds designated for a particular purpose by the PCC are also unrestricted.

Restricted funds are those funds that must be spent on restricted purposes and details of the funds held and restrictions are provided in note 13.

These financial statements do not include the accounts of four connected charities which are separate trusts in their own right:

Thames Ditton Ecclesiastical Charity

The Bequest of Florence Evelyn Pegge (registered charity number 1025542)

Sir Charles Sullivan No 1 Fund

The Hannibal Speer Hall Trust

(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.

9

St. Nicholas Church Thames Ditton

Page

Notes to the Financial Statements

For the year ended 31 December 2022

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.

(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

Up until December 2015 no depreciation was provided for in relation to the Church Hall which was built during 1985/7 and had been deemed to have a remaining useful life exceeding 50 years. In 2016, the estimated remaining life of the Church Hall was assessed as being 50 years and depreciation then commenced accordingly.

Other real property

No depreciation is being charged to the cost of the house in Quinton Road since its present value stands at a premium to its carrying value in these accounts, being book cost, and is deemed to have a remaining useful life exceeding 50 years.

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.

Investments

Investments are marked to mid-market price and investment gains and losses, both realised and unrealised, reflected in the Statement of Financial Activities.

(g) Financial leases

Rentals payable under financial leases are apportioned between the interest expense element and the element relating to repayment of the capital sum.

10

St. Nicholas Church Thames Ditton

Page

Notes to the Financial Statements

For the year ended 31 December 2022

2 Incoming resources

2 Incoming resources
Unrestricted Restricted Endowment Total Total
Funds Funds Funds 2022 2021
£ £ £ £ £
Voluntary income
Planned giving: 74,481 - - 74,481 74,987
Donations, appeals & other giving 7,818 6,030 - 13,848 12,561
Tax recoverable 18,833 717 - 19,550 19,355
Legacies - - - - -
Grants from Charitable trusts and 4
other 11,615 10,000 - 21,615 29,380
Grants frompublic bodies 4 1,085 27 - 1,112 -
113,832 16,774 - 130,606 136,318
Activities for generating funds
Community/lunch on Tuesday 212 - - 212 -
Other - - - - -
212 - - 212 -
Church activities
Fees 6,116 - - 6,116 6,696
Garden of Remembrance 2,196 1,542 - 3,738 2,694
Hall Lettings 30,925 - - 30,925 21,612
Other 910 115 - 1,025 201
40,147 1,657 - 41,804 31,203
Income from investments
Bank interest 453 - - 453 33
Dividends - 9,461 - 9,461 9,150
Income from property investments 11,250 - - 11,250 11,250
11,703 9,461 - 21,164 20,433
Other incoming resources
Insurance claims 12,368 - - 12,368 -
12,368 - - 12,368 -
Total incoming resources 178,262 27,892 - 206,154 187,954

11

St. Nicholas Church Thames Ditton

Page

Notes to the Financial Statements

For the year ended 31 December 2022

3 Resources expended

3 Resources expended
Unrestricted
Restricted
Endowment Total Total
Funds Funds Funds 2022 2021
£ £ £ £ £
Cost of generating voluntary
income
Cost of activities 86 - - 86 220
86 - - 86 220
Church activities
Missionary & Charitable Giving 5 9,562 2,339 - 11,901 12,688
Parish Share and clergy costs to
Diocese 79,775 7,282 - 87,057 81,099
Costs of ministry and mission 12,173 12,250 - 24,423 12,670
Church running & maintenance 28,527 3,258 - 31,785 46,406
Upkeep of churchyards 5,657 2,418 - 8,075 6,559
Church Hall costs 21,162 - - 21,162 19,786
Management & admin costs 20,481 - - 20,481 19,804
177,337 27,547 - 204,884 199,012
Costs of investment property
Upkeep ofQuinton Road 3,839 171 - 4,010 5,630
3,839 171 - 4,010 5,630
Governance costs
Independent examiner - - - - -
- - - - -
Total resources expended 181,262 27,718 - 208,980 204,862
In the above table, within the expenses of Church Activities, Salaries, wages and honoraria have been
attributed to the relevant area of operations, albeit they are separated out in note6. These were previously
shown separately and for comparative purposes, the analysis without such attribution is:
Unrestricted Restricted Endowment Total Total
Church activities Funds Funds Funds 2022 2021
£ £ £ £ £
Missionary & Charitable Giving 5 9,562 2,339 - 11,901 12,688
Parish Share and clergy costs to
Diocese 79,775 7,282 - 87,057 81,099
Salaries, wages and honoraria 6 25,383 10,000 - 35,383 22,309
Costs of ministry and mission 4,688 2,250 - 6,938 6,510
Church running & maintenance 25,855 3,258 - 29,113 43,962
Upkeep of churchyards 5,657 2,418 - 8,075 6,559
Church Hall costs 21,162 - - 21,162 19,768
Management & admin costs 5,255 - - 5,255 6,117
177,337 27,547 - 204,884 199,012

Page 12

St. Nicholas Church Thames Ditton

Notes to the Financial Statements

For the year ended 31 December 2022

4 Grants Received

4 Grants Received
Unrestricted Restricted Endowment Total Total
Funds Funds Funds 2022 2021
£ £ £ £ £
Thames Ditton Ecclesiastical
Charity 2,000 2,000 - 4,000 19,353
Bequest of Florence Evelyn Pegge
8,000
8,000 - 16,000 -
Guildford Diocesan Bd of Finance 1,615 - - 1,615 -
Marshall’s Charity (AV system) - - - - 10,000
Grants received from Charitable
Trusts 11,615 10,000 - 21,615 29,353
Elmbridge BC (Warm Hub) 600 - - 600 -
Commonwealth War Graves
Commission - 27 - 27 27
ListedPlace of Worship Scheme 485 - - 485 -
Grantsfrompublic bodies 1,085 27 - 1,112 27
Total 12,700 10,027 - 22,727 29,380

5 Missionary and charitable giving

Charitable giving out of St Nicholas Church funds was disbursed as follows:

Unrestricted Restricted Endowment Total Total
Funds Funds Funds 2022 2021
£ £ £ £ £
Mission Aviation Fellowship 1,000 - - 1,000 1,100
Tear Fund 1,000 945 - 1,945 1,100
Christian Solidarity Worldwide 1,000 - - 1,000 1,100
Burundi Ordinand - 1,200 - 1,200 1,040
ChurchOverseas 3,000 2,145 - 5,145 4,340
Kingston Street Preachers 1,000 - - 1,000 1,100
Oxygen 1,000 - - 1,000 1,100
London City Mission 800 - - 800 750
All Saints Bloxwich 800 - - 800 750
Home Missions 3,600 - - 3,600 3,700
Princess Alice Hospice 1,000 - - 1,000 1,100
Molesey Night Shelter 1,000 1,000 -
Kingston Churches Action on
Homelessness - - - - 1,250
Hardship fund 362 153 - 515 295
L’Arche UK 600 - - 600 -
Children’s Society - 41 - 41 -
Elmbridge Can - - - - 155
Gifts to departing clergy &
ordinand - - - - 1,848
Mission support and other 2,962 194 - 3,156 4,648
Total 9,562 2,339 - 11,901 12,688

Page

13

St. Nicholas Church Thames Ditton

Notes to the Financial Statements

For the year ended 31 December 2022

6 Staff costs

6 Staff costs
2022 2021
£ £
Wages, salaries and other staff costs 17,898 16,131
Social security costs - -
Other honoraria and staff costs 17,485 6,160
Total resources expended 35,383 22,291
Being attributed to:
Costs of ministry and mission 17,485 6,160
Church running & maintenance 2,672 2,444
Management & admin costs 15,226 13,687
35,383 22,291

The average number of full or part-time equivalent employees in the year was 2 (2021: 2).

No 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.

7 Payments to PCC members

Four (2021: Three) trustees received expenses to the value, in total, of £5,971 (2021: £18,805) in respect of Church and Church Hall repairs, travel and other costs incurred or funds disbursed on behalf of the PCC.

8 Tangible fixed assets

Total land
Investment and Office
Church Hall Property buildings Equipment Total
£ £ £ £ £
Cost
Opening cost 238,000 170,000 408,000 1,795 409,795
Additions - - - - -
Disposals - - - - -
Closingcost 238,000 170,000 408,000 1,795 409,795
Depreciation and impairments
Opening provisions (28,560) - (28,560) (1,795) (30,355)
Charged in the year (4,760) - (4,760) - (4,760)
Disposals - - - - -
Closing provisions (33,320) - (33,320) (1,795) (35,115)
Net book Value 204,680 170,000 374,680 - 374,680

The Church Hall is an operational asset, built on glebe land which is not the property of the PCC, adjoining the Church.

The investment property comprises a house at 4 Quinton Road, Thames Ditton, KT7 0AX, the freehold of which was purchased for £170,000 in 1997. No professional valuation has been sought for this property but having researched the recent transaction prices of similar properties in the area, the PCC believe that the current market value to be in the region of £896,000 (2021: £815,000).

These fixed assets are part of the PCC’s unrestricted funds.

14

St. Nicholas Church Thames Ditton

Page

Notes to the Financial Statements

For the year ended 31 December 2022

9 Investments

9 Investments
2022 2021
Units £ Units £
Opening market value 15,170 355,255 15,170 310,795
Purchases at cost - - - -
Disposals - - - -
Revaluation - (41,819) - 44,460
Closingmarket value 15,170 313,436 15,170 355,255
Being:
CBF Church of England Investment Fund
Income Shares 15,170 313,436 15,170 355,255
These investments are all vested in permanent endowment funds.
10 Debtors and prepayments
2022 2021
£ £
Gift aid tax recoverable 5,053 3,818
Accruedincome and otherdebtors 12,368 22,768
17,421 26,586
11 Cash flows
2022 2021
£ £
Net movement in funds: surplus/(deficit) (44,645) 27,552
Depreciation charges 4,760 4,760
Movement in value of investments 41,819 (44,460)
Movement in receivables 9,165 (18,765)
Movement in payables 3,664 2,592
Cash generated from/(used in) operations: 14,763 (28,321)
Cash flows from financing activities:
Repayment of lease debt - (163)
Change in cash and cash equivalents in year 14,763 (28,484)
Cash and cash equivalents at beginningofyear 73,004 101,488
Cash and cash equivalents at end ofyear 87,767 73,004

12 Creditors – amounts falling due within one year

2022 2021
£ £
Accruals and deferred income 10,243 9,643
Other creditors 7,239 4,175
17,482 13,818

Page 15

St. Nicholas Church Thames Ditton

Notes to the Financial Statements

For the year ended 31 December 2022

13 Funds

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
£ £ £ £ £
Stipend Augmentation - 7,282 (7,282) - -
Churchyard/Grave Maintenance - 718 (718) - -
St. Nicholas Endowment - 1,322 (1,322) - -
Sunday school - 139 (139) - -
St Nicholas Café 218 1,557 (1,069) - 706
Choir 742 - (42) - 700
Pais team - 10,000 (10,000) - -
Church maintenance 350 130 (480) - -
Garden of Remembrance 162 1,766 (1,701) - 227
Friends of St. Nicholas 255 35 (290) - -
Thames Ditton Gin 100 900 (1,000) - -
Church PA system 165 - (165) - -
Repair of Brasses 1,250 - - - 1,250
Keyboard - 1,000 (1,000) - -
Foodbank - 314 - - 314
Remembrance book for Poppy
Appeal 153 - - - 153
Bell ringing - 115 - - 115
- -
Burundi Ordinand 90 1,128 (1,200) - 18
Children’s Society 12 29 (41) - -
Tear fund - 945 (945) - -
Hardship fund - 341 (153) - 188
4 Quinton Road repairs and
supplies - 171 (171) - -
-
3,497 27,892 (27,718) - 3,671

Endowment funds

Endowment funds are funds which have been specifically endowed for the benefit of the activities of the PCC who receive the income arising from the funds, but are not able to spend the capital invested:

The Stipend Augmentation Trust

The Stipend Augmentation Trust is a Permanent Endowment from which the income is to be applied to meeting the cost of Parish clergy stipends.

The Grave Maintenance Trust

The Grave Maintenance Trust is a Permanent Endowment from which the income is to be applied to meeting the cost of the maintenance of the Churchyard at St Nicholas.

Page 16

St. Nicholas Church Thames Ditton

Notes to the Financial Statements

For the year ended 31 December 2022

13 Funds (continued)

The Thames Ditton Endowment Trust

The Thames Ditton Endowment Trust is a Permanent Endowment from which the income is available to be applied to meeting general expenses of the Parish.

Endowment income and expenditure during the year was:

Opening
Income
Endowment Endowment Gains and Closing
Balance retained expenditure
Transfers
losses balance
£ £ £ £ £ £
Stipend Augmentation 277,506
7,282
(7,282) - (32,667) 244,839
Grave Maintenance 27,352
718
(718) - (3,220) 24,132
Thames Ditton Endowment 50,397
1,322
(1,322) - (5,932) 44,465
355,255
9,322
(9,322) - (41,819) 313,436
14 Prior year statement of financial activities
Unrestricted Restricted Endowment Total
Funds Funds Funds 2021
Note £ £ £ £
Income and Endowments 2
Voluntary income 98,373 37,945 - 136,318
Activities for generating funds - - - -
Church activities 28,509 2,694 - 31,203
Income from investments 11,283 9,150 - 20,433
Other incomingresources - - - -
Total income and
endowments 138,165 49,789 - 187,954
Expenditure 3
Cost of generating voluntary
income 220 - - 220
Church activities 146,472 52,540 - 199,012
Costs of investment property 5,630 - - 5,630
Governance costs - - - -
Totalexpenditure 152,322 52,540 - 204,862
Net incoming/(outgoing)
resources (14,157) (2,751) - (16,908)
Transfers between funds - - - -
Investmentgains/(losses) 9 - - 44,460 44,460
Net movement in funds (14,157) (2,751) 44,460 27,552
Balances brought forward 475,872 6,248 310,795 792,915
Balances carried forward 461,715 3,497 355,255 820,467

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Notes to the Financial Statements

For the year ended 31 December 2022

15 Prior year balance sheet

Unrestricted Restricted Endowment Total
Funds Funds Funds 2021
Note £ £ £ £
Fixed Assets
Tangible fixed assets 8 379,440 - - 379,440
Investments 9 - - 355,255 355,255
379,440 - 355,255 734,695
Current assets
Debtors and prepayments 10 26,586 - - 26,586
Cash 11 73,004 - - 73,004
99,590 - - 99,590
Currentliabilities 12 (17,315) 3,497 - (13,818)
Net current assets 82,275 3,497 - 85,772
Net Assets 461,715 3,497 355,255 820,467
Parish Funds 461,715 3,497 355,255 820,467

16 Related party transactions

Grants receivable arising during the year from connected charities, as referenced in note 1(c), amounted to £20,000 (2021: £19,363). The Vicar and Churchwardens of St Nicholas are, ex-officio, trustees of the requisite connected charities.

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 7 above.

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