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2025-12-31-accounts

Charity Number 1128707

ANNUAL REPORT AND FINANCIAL STATEMENTS OF THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST PHILIP, MARGATE FOR THE YEAR ENDED 31 DECEMBER 2025

CONTENTS Pages

2-5 Parochial Church Council’s report 6 Notes to the Accounts

7 Statement of Assets and Liabilities 8 Independent Examiner’s report

9-11 Financial Statements

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THE REPORT OF THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST PHILIP, MARGATE

FOR THE YEAR ENDED 31 DECEMBER 2025 Administrative information

St Philip’s Church is situated in the Palm Bay Estate, Margate. It is part of the Diocese of Canterbury within the Church of England. The correspondence address is:

St Philip’s Church

Summerfield Road Margate Kent CT9 3JJ Telephone 01843 231825 E Mail stphilipspalmbay@btconnect.com Web www.achurchnearyou.com/church/12060 Charity Commission registration number 1128707

Officers and Professional Advisers

Members of the Parochial Church Council (PCC) are either ex-officio or elected by the Annual Parochial Church Meeting (APCM), in accordance with the Church Representation Rules. The PCC members are also the trustees.

PCC members who have served from 1 January 2025 until the date of this report was approved are:

Vicar Rev. S. Gay Lay Reader Miss H. Rogers Warden Mr D. Amor Secretary Rev. S. Gay Elected Members Mrs D. Tully Miss S. Woolley Mr A. Leal Mrs L. Oakley Mrs Julia Silcock (w.e.f. 27[th] April 2025)

Standing Committee

Rev S. Gay, Mr D. Amor, Miss H. Rogers

Treasurer Mr R. Bacon

Independent Examiner

Mr C. Sykes

Flat 3 Roxbury House, 115 Station Road,

Birchington, Kent

CT7 9RE

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Bankers Charities Aid Foundation Bank

Kingdom Bank HSBC Bank

Structure, governance and management

The method of appointment of PCC members is set out in the Church Representation Rules. All Church attendees are encouraged to register on the Electoral Roll and stand for election to the PCC. The PCC is governed by two Church of England Measures: the “Parochial Church Council (Powers) Measure 1956 as amended” and the “Church Representation Rules (contained in Schedule 3 to the Synodical Government) Measure 1969 as amended.”

Statement of the PCC’s Responsibilities

The PCC is responsible for all parish finances, its management and control, including the appointment of a treasurer.

Charity law requires the PCC, as trustees of the church, to prepare an annual report and financial statements that give a true and fair view of the church’s financial activities during the year and of its financial position at the end of the year. The PCC is also required to ensure that these are subjected to an annual independent examination and to present these to the APCM in accordance with the Church Representation Rules.

Objectives and activities

St Philip’s PCC has the responsibility of co-operating with the incumbent, the Revd Stuart Gay, in promoting the mission of the Church in the parish. It also has maintenance responsibilities for St Philip’s Church. Our aim is to bring people to a knowledge and love of God through Jesus Christ, by proclaiming the Gospel in the parish of St. Philip, Margate, and beyond. We aim to do this by following the

commandment of Jesus to go and make disciples of all nations, baptising them in the name of the Father and of the Son and of the Holy Spirit, and teaching them to obey everything that Jesus has commanded.

Achievements and Performance

Worship and Prayer

We conduct weekly worship services and prayer meetings designed to include people from all walks of life. Numbers are consistent but have been boosted by a weekly ‘Junior Church.’ We have engaged with Diocesan initiatives on prayer and finance.

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Pastoral Care

Our small groups undertake to exercise pastoral care for their group members

Mission and Evangelism

We run several activities that are welcoming to all-comers as a potential ‘way in’ to the worshipping life of the church. We are committed to working with other churches in Thanet.

Church attendance

The electoral roll is currently 55 (2024: 61). Sunday attendance fluctuates between around 50-70 adults ~~a~~ nd 5-15 children.

Reserves policy

It is the PCC policy to maintain a balance on unrestricted funds, if possible, of £20,000 to cover any emergency repairs. This level would allow a period for an appeal for funds from the congregation and for the PCC to consider alternative financial strategies. This reserve is held in the CAF Deposit account.

Risk Management

The PCC has considered and discussed the key risks facing the church, the controls in place to mitigate them and any action required. The PCC continues to review and develop the strategic direction of the church and considers how its exposure to risk changes as a result.

We have accepted the Diocesan and Ecclesiastical (EIG) recommendations to use the Smart Water system on our roof and other high value items. We have reviewed our insurance levels, and consider them to be appropriate

Safeguarding

The PCC takes the safeguarding of children and vulnerable adults seriously and adheres to National Church policy and guidance for best practice.

Financial review

The accounts for 2025 have been prepared on a receipts and payments basis as recommended for the level of income generated at St Philip’s.

Here is a summary comparing 2025 with 2024.(Detailed on page 9-11)

SUMMARY
TOTAL INCOME
Less LEGACIES
INCOME EXCLUDING LEGACIES
TOTAL EXPENDITURE
(ExcessExpenditure)/
Surplus Income
2025
2024
£82,474
£199,0
40
£112,1
98
Diferenc
e
£116,56
6
-
£112,19
8
£4,368
£18,882
£23,250
Comparing 2024

Reduction of
Income
Decrease Of
Legacy
Reduction of
Income
Increased
Expenditure
Decrease of funds
£82,474
£86,84
2
-
£101,02
5
-
£82,14
3
-
£18,55
1
£4,69
9
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Income has remained close to that of 2024 but down £4k overall, (excluding last year’s legacies).

The main contributors to this reduction are:Planned giving has fallen by £5.3k including the recoverable gift aid. Other voluntary donations are also down by a £1.3k as also is rental income by £1.4K.

On the plus side however we have received one-off back-dated gift aid of £2.5k and interest on bank deposits of £2.0k.

However, I am pleased to report that our regular hirers continue to use the building providing a welcome source of income. In addition, we have added two more regular hirers being the Café and a chair class.

Expenditure has increased markedly against last year by £18k. This is due principally to an increase in Parish Share to the Diocese of £8K, an increase in energy costs of £2.9K, extra cleaning costs of £2.4K, and the PCC decision to support local missions of Christians against Poverty and Active Christianity in Thanet Schools making £300 donations each month totalling £2.7k (since April only)and £3.6k respectively.

Due primarily to the introduction of the café in the earlier part of the year we have uncovered that we are in breach of VAT regulations regarding the use of energy within the building. Legislation requires that any business use of the building in excess of 40% attracts the standard 20% rate of VAT on that proportion rather than the charitable rate of 5%. In a full year this will equate to an additional annual charge of around £750 (for the year under review around £200).

The relevant disclosure of the event was made to our energy supplier in early December 2025 and will be reviewed annually to ensure our compliance.

I am pleased to report that the Parish Giving Scheme (PGS) which replaced the Standing Orders with Direct Debit payments continues to run smoothly.

There has been no change in the overall number of contributors throughout the year i.e. 34 active donors, the same number as at the close of 2024 . There were two leavers and two starters during 2025, leaving the number unchanged from the 2024 year end.

However there has been an overall reduction in the amount donated in 2025 compared with 2024.

This is partially explained by the fact that 2024 had 36 active donors but only 34 at the year-end close.

In addition during 2025 we have experienced a reduction in giving caused by changes in donor’s personal circumstances. However, 20 donors had signed up for the inflationary increases of 2.5% in April 2025 which has allayed some of the reduction.

Coming from a peak PGS annual income including the gift aid in 2024 of £57.2k it had reduced in 2025 to £51.1k and will reduce still further to £47.8k in 2026 based on the latest donations. Other voluntary donations comprise a mix of monthly standing orders and other periodic donations.

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We do however remain mindful of the generosity shown by our church family, and thank them for their faithfulness. I am also indebted to all participants in the scheme as this saves an inordinate amount of time in the administration of gifts and claiming of the gift aid.

Regrettably we remain unable to pay, in full, the requested Parish Share. During 2025 we were able to contribute £57,240 (in 2024 we contributed £49404) towards the requested sum of £80,053. This mirrors previous years in which we have paid around two thirds of the sum. The cumulative deficit at the end of the current financial year 2025 stands at £196k.

Hence the deficit will continue to grow, as we will remain unable to meet, in full, the requested share for 2026 which we have been notified as £81k an increase of 1% on 2025.

In terms of our payments, we send to Canterbury the funds we receive from our regular PGS donations, including the associated gift aid and use the income from hiring the building and other voluntary donations to fund our day to day running expenses.

We were fortunate to receive two legacies in 2024, one of these coming with an expressed wish that the funds be used to maintain and look after the building. A sum of £4648 was charged against the building legacy in 2025 and has given us scope to make improvements to the building and its regular maintenance.

The legacies have contributed to a rather healthy-looking bank balance and should secure the upkeep of the premises for many years to come. Hence we were able to place some funds on deposit to gain valuable income. The PCC had decided to open a deposit account with Kingdom Bank with a sum of £80k. This is for a period of 18 months at a fixed rate of 3.25% pa, maturing in April 2027. Other surplus funds are held in the CAF Bank On-call deposit account at a variable interest rate currently 1.55%. Cash which does not attract any interest i.e. CAF Current account and the HSBC account is kept to a minimum.

Accounting Policies

The financial statements of the PCC have been prepared in accordance with the Church Accounting Regulations 2006 using the Receipts and Payments basis. These accounts include all transactions and liabilities for which the PCC is responsible in law.

General Fund

Represents the funds of the PCC that are not subject to any restrictions regarding their use.

Restricted and Designated Funds (R & D in the accounts)

Restricted funds are those where the donor has requested their donation be used for a specific purpose. For example, setting money aside for evangelism or other activities connected with the church.

At present there is one restricted Fund, a very generous legacy left for St Philips to meet the costs of caring for the building and its upkeep. As previously mentioned £4648 of this legacy has been used.

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Designated Funds are those where the PCC has decided to set aside monies for specific projects or items.

Currently, there is one fund that is designated by the PCC for specific purposes. This is the Reserves Fund, which represents an amount set aside specifically to help meet the costs of emergencies or special projects.

STATEMENT OF ASSETS

31 DECEMBER 2025

CASH FUNDS AT 31 December 2025

Unrestricted R & D Total 2025 Total 2024
Kingdom
Bank
£80000 £80000
0
CAF Bank
Current £1560 0 £1561 £90034
Account
HSBC Bank £580 £96788
Current £ 580
Account 0

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CAF Bank Deposit £54327 £41803 £96130 £10000 Account TOTALS £56467 £121803 £178271 £196822

Approved by the PCC on 2026 and signed on their behalf by

Reverend Stuart Gay (PCC Chairman) ……………………………………

David Amor (Church Warden) ……………………………………………

INDEPENDENT EXAMINER’S REPORT TO THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST PHILIP, MARGATE

This report on the financial statements of the PCC for the year ended 31 December 2025, which are set out on pages 8 to 10, is in respect of an examination carried out in accordance with the Church Accounting Regulations 2006 (“the regulations”) and s.43 of the Charities Act 1993 ("the Act").

Respective responsibilities of the PCC and examiner

As the members of the PCC, you are responsible for the preparation of the financial statements; you consider that the audit requirement of the Regulations and s43 (2) of the Act does not apply.

It is my responsibility to issue this report on those financial statements in accordance with the terms of the Regulations.

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Basis of this report

My examination was carried out in accordance with the General Directions given by the Charity Commission under section 43(7) (b) of the Act and to be found in the Church guidance, 2006 edition.

That examination includes a review of the accounting records kept by the PCC and a comparison of the accounts with those records. It also includes considering any unusual items or disclosures in the financial statements and seeking explanations from you as trustees concerning any such matters.

The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently, I do not express an audit opinion on the view given by the accounts.

Independent examiner’s statement

In connection with my examination, no matter has come to my attention which gives me reasonable cause to believe that, in any material respect, the requirements

to keep accounting records in accordance with section 41 of the Act;

Chris Sykes Dat

…………………………………………..

e:

Flat 3 Roxbury House, 115 Station Road, Birchington, Kent CT7 9RE

ST PHILIP’S NORTHDOWN PARK MARGATE

FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 DECEMBER 2025

RECEIPTS

2025 2024

9

£ £
Planned Giving
Note1
44662 48908
Other Voluntary Receipts
Note2
8221 121029
Church Activities
Note 3
15653 17893
Mission
Note4
152 265
Income Tax Recovered (PGS & Other) 11610 10834
Interest 2176 111
TOTAL RECEIPTS 82474 199040
Planned Giving
Note 1
Donation PGS 41610 46411
Donation Standing Orders 3052 2497
TOTAL PLANNED GIVING 44662 48908
Other Voluntary Receipts Income
Note 2
Service Collections (Wall box) 4184 4271
Other Donations 3204 4380
Legacies 0 112198
Donations Card M/c 108 180
Donations Holiday at Home 725 0
TOTAL VOLUNTARY RECEIPTS 8221 121029
Church Activities Income
Note 3
Rentals 12626 14049
Service Fees 1237 1109
Photocopying/advertising 0 0
Holiday at home 1790 2415
Children’s Clubs 0 0
Kitchen 0 110
Alpha 0 0
Events 0 210

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Other 0 0
TOTAL CHURCH ACTIVITIES 15653 17893
Mission Income
Note 4
Children’s Society 152 265
Overseas Mission 0 0
Home Mission 0 0
TOTAL MISSION 152 265
EXPENDITURE SUMMARY
Church Activities
Note 5
1880 2376
Church Running Costs
Note 6
23789 17580
Church Building Costs
Note7
5950 7674
Church Administration
Note 8
2363 2551
Ministry
Note 9
1903 1340
Mission
Note10
7900 1218
Parish Share 57240 49404
TOTAL EXPENDITURE
CHURCH ACTIVITIES Expenditure
Note 5
101025 82143
Holiday Clubs 1627 2104
Bright-night 76 98
Children’s Resources 152 174
Christingle 25 0
TOTAL ACTIVITIES
CHURCH RUNNING COSTS
Note 6
1880 2376
TV Licence 174 169
Water rates 589 522
Insurance 2114 2058
Electricity 9773 6919

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Cleaning 2845 424
Caretakers’ salary 8184 7488
Kitchen Supplies 100 0
Medical Supplies 10 0
TOTAL RUNNING COSTS 23789 17580
CHURCH BUILDING COSTS
Note 7
Equipment & repairs 135 0
Designated Building & Equipment 4648 6614
Servicing 917 650
Gardening 250 410
TOTAL BUILDING COSTS 5950 7674
CHURCH ADMINISTRATION
Note 8
Photocopying 40 694
Telephone/Broadband 1476 1195
Admin 686 329
Bank Charges 161 333
Postage 0 0
TOTAL ADMINISTATION 2363 2551
MINISTRY
Note 9
Music/copyright 664 645
Service costs 1239 521
Youth Resources 0 174
Adult Resources 0 0
Events 0 0
TOTAL MINISTRY 1903 1340
MISSION Expenditure
Note 10

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Overseas Mission (K&N & Shoe Boxes) 181 308
Home Mission ACTS 3600 910
Home Mission CAP 2700 0
Home Mission Children’s Society 465 0
Home Mission Warm Space 392 0
Home Mission Guppies 562 0
TOTAL MISSION 7900 1218

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