OpenCharities

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator.

2025-12-31-accounts

Page 1 of 25

Sheffield St. Mark Broomhill

(Registered charity number 1128758)

Financial Statements

of the Parochial Church Council of The Ecclesiastical Parish of St Mark’s Broomhill, Sheffield for the year ended 31 December 2025

Incumbent:

Vacancy between January 2024 & February 2025 Revd Dr Beth Keith (from February 2025)

Honorary Treasurer:

Mr David Armstrong

Bank:

HSBC Bank plc Sheffield

Independent Examiner:

Julie Holderness

Nuvo Accountancy Limited Chartered Certified Accountants

v4.1

Final

Page 2 of 25

Final v4.1

Sheffield St Mark Broomhill

Annual Financial Report of the Parochial Church Council for the year ended 31 December 2025

Administrative information

St Mark’s Church is situated in Broomhill, Sheffield, next to the Royal Hallamshire Hospital. It is part of the Diocese of Sheffield within the Church of England. The correspondence address is the Vicarage, 4 St Mark’s Crescent, Sheffield S10 2SG.

St Mark’s Parochial Church Council (“PCC”) is a corporate body established by the Church of England. The PCC operates under the Parochial Church Council Powers Measure and is a Registered Charity (no. 1128758). Members of the PCC are either ex officio, elected by the Annual Parochial Church Meeting (“APCM”) or co-opted. The last APCM was on 27th April 2025, the next APCM is on 26th April 2026. PCC members who have served at any time during 2025 until the date of this report are:

Clergy Incumbent: Liberal Theologian Assist. Priest (Pastoral Care) Assist. Priest (Theologian) Revd Dr Beth Keith (from Feb) Revd Dr Beth Keith (till Jan) Revd Shan Rush Rev Dr Ian Wallis (from June) Wardens: James Oliver (to April) Dilys Noble Representatives on the Deanery & Diocesan Synods: Representatives on the Deanery Synod: David Armstrong James Morgan Chris Ware Robyn Vesey Readers Anne Padget Jonathan Williamson Elected members: 2025 PCC 2024 PCC Amanda Pilkington Boyd Morgan (till May) Jane Padget Nana Nyarko Jane Padget Nana Nyarko Joy Straits Briony Tayler Joy Straits Briony Tayler Rachel Heginbotham Bekah Hampson (secretary) Rachel Heginbotham Bek Hampson Boyd Morgan Katherine Tattersall Katherine Tattershall Martin Godley Mike Hunt Amanda Pilkington Frances Gray Martin Godley Frances Gray Co-opted Margaret Ainger (from May)

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.

Objectives and activities

The PCC has the responsibility of cooperating with the Incumbent in promoting in the ecclesiastical parish the whole mission of the Church, pastoral, evangelistic, social and ecumenical. The PCC members are responsible for making decisions on all matters of general concern and importance to the parish including how the funds of the PCC are to be spent

The PCC also operates through a number of committees that meet between full meetings of the PCC. These are: Standing (with the power to transact the business of the PCC between its meetings, subject to any directions given by the PCC), Finance and Fabric, Faith and Justice - currently operating as Home & International Donations and Environment, Communications, Children, Young People and Students (CHYPS), Pastoral and Hospitality, Study & Learning, Worship.

Church Attendance

As reported at the last APCM there were 128 on the Church Electoral Roll. Details of changes in the Roll will be notified at the next APCM.

The average Sunday attendance at services in October 2025 was 156 (133). This number increased significantly at festivals.

Review of the year

The report on the activity of the PCC during the year together with reports from the clergy, wardens, the above mentioned PCC committees and other groups within the Church are given in the Annual Report for the year, published separately to this Annual Financial Report.

Payments to PCC members, persons closely related them or other related parties

No PCC members received payments from the PCC other than for expenses. Details of the expenses paid to the Vicar and Assistant Priests are shown in notes 5(d).

Page 3 of 25

Final v4.1

Sheffield St Mark Broomhill

Annual Financial Report of the Parochial Church Council for the year ended 31 December 2025

Reserves

Available Cash Reserves

£51,359 (2024 £57,138)

Available general cash reserves at 31 December 2025 are shown above (with last years figure for comparison). The PCC has a policy to maintain sufficient general reserves to cover at least three month’s unrestricted payments (c£30,000).

It is the PCC’s policy to invest deposit fund balances with HSBC (current or deposit accounts) or the CCLA Church of England Deposit Fund.

Investments

Total Investments

£495,874 (2024 £504,538)

Total investments as at 31 December are shown above (with last years figure for comparison).

All Investments are held with CCLA. Dividends provide income either directly to the general fund or to fabric reserves/deposit accouints. These investments are held for the income they generate rather than the capital value. This value is expected to fluctuate over time. Social Investments are also held with Sheffield Credit Union. These do not generate significant financial returns The Investment Analysis section gives more details

Legacies

During 2025 we received the following legacies. These are included in section 4d in the main accounts.

From the late Geraldine Davies-Jones £1,000

This legacy was unconditional as to its use and has been placed in the Designated Fund, general reserves whilst the PCC considers how it should be utilised.

Fixed Assets During 2025 funds were spent on a number of items that are classified as fixed assets and are depreciated over time. These were:

Building, Property and Organ Improvements Infrared heating £28,431 Boundary wall stabilisation £4,380 Lounge and Upper Room triple glazing units £3,032 Fixtures, Fittings and Equipment Practice organ for organ scholar £2,499 TOTAL £38,342

Financial Review (from the 2025 Financial Statements)

During 2025 across all funds income and expenditure just about balanced. However looking at the funds individually there was a surplus on the general fund and deficits on the other three. The surplus on the general fund was largely down to the post of Liberal Theologian being vacant.

The deficits were caused by a combination of reduction in the value of investmenrts and significant capital expenditure.

It is expected that the value of investments will fluctuate so the drop in value was not unexpected and has no immediate impact,

The capital expenditure was mainly on replacing the heating in the upper room and work to prevent part of the wall round the Green from collapsing.

Room bookings continue to grow and generate additional income increasing by 30% to just over £18,500.

The grant of £6,000 received from the Church Burgesses Educational Foundation helped to fund the Family Worker role allowing funds to be used elsewhere.

Page 4of 25

St Mark's PCC Accounts For the year ended 31 December 2025 Budget Compare - GENERAL FUND ONLY

Final v4.1

Income

Expenditure

Planned giving PGS
Income Tax recovered PGS
Planned giving Other
Cash Donations
Web donations
Wall box
Card donations
Sundry Donations
Income Tax recovered Other
Conference donations
Car park
Church and Room Hire
Income from investments
Home from Home income
Solar panel income
Fees
TOTAL
International donations
Home donations
Diocesan Common Fund
Vicarage water charges
Vicarage gas & electricity
Conference Expenditure
Vicars expenses
Liberal Theologian - expenses
Liberal Theologian - house rent
Liberal Theologian - council tax
Liberal Theologian - stipend etc
Water / Sewage and alarm maintenance
Additional admin support
Assistant Priest Expenses
Visiting clergy and speakers
Family work resources and activities
Lay training and visits
Student and Young Adult work
Church conference/Parish weekend
Gas
Electricity
Church Water
Church repairs and maintenance
Planned repairs and maintenance
Lift Maintenance
Burglar Alarm maintenance
PAT Testing
Fire Alarm maintenance
Boiler maintenance
Fire extinguisher maintenance
Grounds
Gardening services
Cleaning Materials
Post & Printing
Printing / Copyright Licences
Copier
Church phone and broadband
IT Support
Waste collection
Insurance
Cleaner
Caretaker
Family Worker
Administrator Services
Director of Music
Organ / Piano Tuning and Repair
Family worker expenses
Music Expenses
Visiting organists
Children's choir expenses
Sanctuary expenses
Caretaking for events
Library books
Accounting Costs
Sundry expenses
Gifts and Presentations
Refreshments
Bank and card charges
Payroll Bureau Charges
Home from Home expenses
Depreciation on fixed assets
2025 Budget
2025 Actual
110,000
124,667
27,300
28,411
35,000
29,632
400
381
800
370
1,100
1,058
3,500
1,818
5,000
6,025
9,300
6,300
-
525
12,500
12,728
15,000
18,507
10,500
11,198
5,796
5,796
3,800
6,238
1,500
2,702
241,496
256,356
9,100
8,100
9,100
9,100
75,000
75,000
920
1,174
226
-
377
2,400
1,334
-
-
5,350
-
2,830
-
-
-
1,000
-
3,000
-
420
427
200
-
1,000
945
500
236
250
-
-
-
2,100
1,408
15,440
11,249
1,200
836
3,090
7,781
11,000
-
880
240
190
185
210
-
530
472
140
65
350
163
1,878
1,430
1,296
940
1,204
1,220
1,475
920
799
950
960
1,000
826
530
664
420
423
6,450
6,444
8,400
7,914
9,600
9,601
19,900
13,948
19,100
20,109
16,300
16,430
1,500
845
203
500
1,025
750
420
78
1,280
888
465
80
190
1,350
1,361
500
1,520
200
60
400
1,126
180
91
650
635
800
2,747
2,310
-
-
Difference
%age
14,667
13%
1,111
4%
5,368
-
-15%
19
-
-5%
430
-
-54%
42
-
-4%
1,682
-
-48%
1,025
21%
3,000
-
-32%
525
228
2%
3,507
23%
698
7%
-
0%
2,438
64%
1,202
80%
14,860
1,000
-
-11%
-
0%
-
0%
254
28%
226
377
1,066
-
-44%
-
5,350
-
-100%
2,830
-
-100%
-
1,000
-
-100%
3,000
-
-100%
7
2%
200
-
-100%
55
-
-6%
264
-
-53%
250
-
-100%
-
692
-
-33%
4,191
-
-27%
364
-
-30%
4,691
152%
11,000
-
-100%
640
-
-73%
5
-
-3%
210
-
-100%
58
-
-11%
75
-
-54%
187
-
-53%
1,878
134
-
-9%
264
28%
255
21%
121
-
-13%
10
1%
174
-
-17%
134
25%
3
1%
6
-
0%
486
-
-6%
1
0%
5,952
-
-30%
1,009
5%
130
1%
655
-
-44%
203
525
105%
330
-
-44%
78
392
-
-31%
465
110
138%
11
1%
1,020
204%
140
-
-70%
726
182%
89
-
-49%
15
-
-2%
1,947
243%
2,310
-

241,550 217,253 - 24,297

Page 5 of 25

Sheffield St. Mark Broomhill

Final v4.1

Statement of Financial Activities

Sheffield St. Mark Broomhill
Statement of Financial Activities
Fin al v4.1
For the year ended 31 December 2025
Note
Income and Endowments
Donations and Legacies
2.a
Charitable Activities
2.b
Other Trading Activities
2.c
Investments
2.d
Total Income
Expenditure
Church Activities
3.a
Cost of raising funds
3.b
Total Expenditure
Net Income/(Expenditure)
Before Investment Gains/(Losses)
Net Gains and Losses on Investments
Net Income /(Expenditure)
Net Movement in Funds
Balances Brought Forward at
1 January 2025 (2024)
Balances Carried Forward at
31 December 2025 (2024)
2025 Total Funds
2025
£
209,239
45,971
5,840
15,639
276,689
253,157
-
253,157
23,532
(22,083)
1,449
1,449
788,935
790,384
2024
Unrestricted Funds
General
Designated
£
£
197,970
10,971
45,971
-
1,217
-
11,198
1,539
256,356
12,510
217,253
22,679
-
-
217,253
22,679
39,103
(10,169)
-
(13,012)
39,103
(23,181)
39,103
(23,181)
50,939
430,385
90,042
407,204
Restricted
Funds
£
298
-
4,623
2,902
7,823
13,225
-
13,225
(5,402)
(2,052)
(7,454)
(7,454)
153,129
145,675
Endowment
Funds
£
-
-
-
-
-
-
-
-
-
(7,019)
(7,019)
(7,019)
154,482
147,463
Unrestricted Funds
General
Designated
£
£
193,410
7,363
39,545
-
-
330
10,425
2,182
243,380
9,875
243,539
35,803
-
-
243,539
35,803
(159)
(25,928)
-
6,808
(159)
(19,120)
(159)
(19,120)
51,098
449,505
50,939
430,385
Restricted
Funds
£
24,113
-
5,863
2,585
32,561
12,829
-
12,829
19,732
1,046
20,778
20,778
132,351
153,129
Endowment
Funds
£
-
-
-
-
-
-
-
-
-
3,784
3,784
3,784
150,698
154,482
Total Funds
2024
£
233,024
39,545
6,193
15,192
285,816
292,171
-
292,171
(6,355)
11,638
5,283
5,283
783,652
788,935

Page 6 of 25

Final v4.1

Sheffield St. Mark Broomhill

Balance Sheet at 31 December 2025

Note
Fixed Assets
Tangible Fixed Assets
7.a
Building and organ improvements
Major redecoration
Fixtures, fittings & equipment
Investments
7.c
Parochial Church Council property
Trust funds administered by the PCC
Social investments
7.b
Current Assets
Monetary Assets and Debtors
7.d
Cash at bank and in hand
Deposit accounts
Debtors and prepayments
Liabilities: Amounts falling
due within one year
Accruals and deferred income
7.e
Net Current Assets
Net Assets
Represented by:
Funds
8
Unrestricted
Restricted
Endowment
2025
£
£
163,301
-
4,516
167,817
313,105
130,792
51,977
495,874
6,214
119,013
4,060
129,287
(2,594)
126,693
790,384
497,246
145,675
147,463
790,384
2024
£
£
146,533
-
4,435
150,968
312,389
137,117
55,032
504,538
11,453
133,400
2,813
147,666
(14,237)
133,429
788,935
481,324
153,129
154,482
788,935

Approved by the Parochial Church Council on and signed on its behalf by:

Beth Keith (Vicar & chair of PCC)

David Armstrong (Honorary Treasurer)

The notes on pages 7 to 24 form part of these accounts

Page 7 of 25

Sheffield St. Mark Broomhill Notes to the financial statements For the year ended 31 December 2025

1 Accounting Policy

The PCC is a public benefit entity within the meaning FRS102 (Financial Reporting Standard). The financial statements have been prepared under the Charities Act 2011 and in accordance with the Church Accounting Regulations 2006 governing the individual accounts of PCCs, and with the Regulations ‘true and fair view’ provisions. They are also prepared under the applicable accounting standards and the current statement of Recommended Practice, Accounting and Reporting by Charities (SORP (FRS102)).

The financial statements have been prepared under the historical cost convention except for investment assets, which are shown at market value.

Funds

General funds represent the funds of the PCC that are not subject to any restrictions regarding their use and are available for application on the general purposes of the PCC. These include funds designated for a particular purpose by the PCC. The purposes of any restricted and endowment funds are noted in the accounts at note 8.

The accounts include transactions, assets and liabilities for which the PCC can be held responsible.

Income

This is included in the Statement of Financial Activities (“SOFA”) when: (1) the PCC becomes legally entitled to the benefit of use of the resources; (2) an inflow of economic benefit is probable, and; (3) the monetary value can be measured with sufficient reliability.

The sale of books and magazines from the church bookstall are accounted for gross.

Income from church activities

Income from investments - Dividends and interest are accounted for when due.

Investment gains and losses - Unrealised gains or losses are accounted for on the revaluation of investments at 31 December

Expenditure and liabilities These are recognised as soon as an outflow of economic benefit is probable.

Grants and donations Grants and donations are accounted for when payable.

Church activities The Common Fund and Associate Vicar contributions to the Diocese are accounted for when payable.

Pension costs and other post retirement benefits The PCC operates a defined contribution pension scheme. Contributions payable to the pension scheme are charged to the SOFA in the period to which they relate

Fixed assets

Consecrated land and buildings and moveable church furnishings

Consecrated and beneficed property (the church buildings and grounds) is excluded from the accounts by the Charities Act 2011.

The building and organ improvements and moveable church furnishings held by the Vicar and Churchwardens on special trust for the PCC, and which require a faculty for disposal, are accounted as inalienable property unless consecrated. For inalienable property acquired prior to 2001 there is insufficient cost information available and therefore such assets are not valued in the accounts. Items acquired since 1 January 2001 have been capitalised and depreciated in the accounts over their currently anticipated useful economic life (either over 25 or 10 years) on a straight-line basis. All expenditure incurred in the year on consecrated buildings or beneficed building (excluding building and organ improvements, asbestos stabilisation and redecoration), individual items under £1,000 (discretionary limit) or on the repair of moveable church furnishings is written-off.

Other fixtures, fittings and office equipment

Items used within the church premises are depreciated on a straight-line basis over four years. Individual items of equipment with a purchase value of £1,000 (discretionary limit) or less or repairs are written off in the period in the year.

Equipment rentals are paid and charged as they are incurred.

Investments Investments are valued at market value at 31 December.

Net current assets

Amounts owing to the PCC at 31 December in respect of fees, rents and room hire or other income are shown as debtors if the individual debts are greater than £500 or otherwise on a discretionary basis if required. Costs and expenses payable by the PCC at 31 December are accrued if the individual amounts are greater than £500 or otherwise on a discretionary basis if required.

Stocks of books and consumables are written off in the year acquired if their remaining cost or net realisable value is less than £500.

Deposit accounts include cash held on deposit with the Central Board of Finance of the Church of England, the Sheffield Credit Union or at the Bank.

Final v4.1

Page 8 of 25

Sheffield St. Mark Broomhill

Notes to the financial statements

Notes to the financial statements g
For the year ended 31 December 2025
Unrestricted Funds
General
Designated
Note
£
£
2
Income and Endowments
2.a
Donations and Legacies
Regular Donations
4.a
182,710
-
Card donations
1,818
-
Cash donations
381
-
Wall box
1,058
-
Web Donations
370
-
Text donations
5
-
Parish Giving Scheme - One off donation
246
-
Gift Aid claimed
6,300
-
Conference donations
525
-
Grants - received
4.b
-
9,771
Children's choir donations
5.l
-
-
Choral scholarship receipts
5.k
-
200
Legacies
4.d
-
1,000
Sundry donations
4,557
-
2.a
TOTAL
197,970
10,971
2.b
Charitable Activities
Church and room hire
18,507
-
Car Park Donations
12,728
-
Solar panel income
6,238
-
PCC Fees Income
2,702
-
Home from Home income
5,796
-
Printing Income
-
-
2.b
TOTAL
45,971
-
2.c
Other Trading Activities
Donations, appeals, etc
4.c
1,217
-
Diamond Anniversary income
-
-
Parish Weekend Income
5.j
-
-
2.c
TOTAL
1,217
-
2.d
Investments
Dividends & Reclaimed Tax
9,953
896
Interest Received
1,245
643
2.d
TOTAL
11,198
1,539
Total Incoming Resources
256,356
12,510
2025 Total Funds
2025
£
182,710
1,818
381
1,058
370
5
246
6,355
525
9,771
243
200
1,000
4,557
209,239
18,507
12,728
6,238
2,702
5,796
-
45,971
5,840
-
-
-
5,840
13,131
2,508
15,639
276,689
2024
Restricted Endowment
Funds
Funds
£
£
-
-
-
-
-
-
-
-
-
-
-
-
-
-
55
-
-
-
-
-
243
-
-
-
-
-
-
-
298
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
4,623
-
-
-
-
-
4,623
-
2,282
-
620
-
2,902
-
7,823
-
Unrestricted Funds
General
Designated
£
£
174,450
3,489
-
515
-
1,082
-
1,437
-
-
-
-
-
7,975
163
-
-
-
6,000
-
-
-
200
-
1,000
4,462
-
193,410
7,363
13,828
-
12,731
-
4,949
-
2,300
-
5,700
-
37
-
39,545
-
-
-
-
330
-
-
-
-
-
330
9,640
914
785
1,268
10,425
2,182
243,380
9,875
Restricted
Endowment
Funds
Funds
£
£
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
3,180
-
2,000
-
100
-
18,833
-
-
-
24,113
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
3,683
-
-
-
2,180
-
-
-
5,863
-
2,081
-
504
-
2,585
-
32,561
-
Total Funds
2024
£
174,450
3,489
515
1,082
1,437
-
-
8,138
-
9,180
2,000
300
19,833
4,462
224,886
13,828
12,731
4,949
2,300
5,700
37
39,545
3,683
330
2,180
-
6,193
12,635
2,557
15,192
285,816

Final v4.1

Sheffield St. Mark Broomhill

Page 9 of 25

Notes to the financial statements

Notes to the financial statements g
For the year ended 31 December 2025
Unrestricted Funds
General
Designated
Note
£
£
3
Expenditure
3.a
Church Activities
Outreach
5.a
18,622
500
Diocese
5.b
75,000
-
Salaries, wages and honoraria
5.c
68,887
6,000
Clergy and staff expenses
5.d
3,364
-
Mission
5.g
1,213
-
Church running expenses
5.f
35,425
16,179
Church Utility bills
5.e
14,742
-
3.a
TOTAL
217,253
22,679
3.b Cost of raising funds
N/A
-
-
3.b
TOTAL
-
-
Total Resources Expended
217,253
22,679
2025 Total Funds
2025
£
23,745
75,000
74,887
3,364
3,755
57,664
14,742
-
253,157
-
-
253,157
2024
Restricted Endowment
Funds
Funds
£
£
4,623
-
-
-
-
-
-
-
2,542
-
6,060
-
-
-
13,225
-
-
-
-
-
13,225
-
Unrestricted Funds
General
Designated
£
£
18,356
-
73,200
-
65,208
6,000
39,664
12,381
1,184
-
30,404
17,422
15,523
-
243,539
35,803
-
-
-
-
243,539
35,803
Restricted
Endowment
Funds
Funds
£
£
3,683
-
-
-
-
-
-
-
801
-
8,345
-
-
-
12,829
-
-
-
-
-
12,829
-
Total Funds
2024
£
22,039
73,200
71,208
52,045
1,985
56,171
15,523
292,171
-
-
292,171

Final v4.1

Sheffield St. Mark Broomhill

Page 10 of 25

Notes to the financial statements

----- Start of picture text -----
For the year ended 31 December 2025 2025 2024
Unrestricted Funds Restricted Endowment Total Funds Unrestricted Funds Restricted Endowment Total Funds
General Designated Funds Funds 2025 General Designated Funds Funds 2024
Note £ £ £ £ £ £ £ £ £ £
4 Analysis of Incoming Resources
4.a Regular Donations
Parish Giving Scheme donations 124,667 - - - 124,667 111,330 - - - 111,330
Other planned giving 29,632 - - - 29,632 35,585 - - - 35,585
Gift Aid recovered PGS 28,411 - - - 28,411 27,535 - - - 27,535
4.a TOTAL 182,710 - - - 182,710 174,450 - - - 174,450
4.b Grants
Grants - received - 9,771 - - 9,771 - 6,000 3,180 - 9,180
4.b TOTAL - 9,771 - - 9,771 - 6,000 3,180 - 9,180
In 2025 we received a grant from the Church Burgess Educational Foundation to a value of £6,000. This has been fully used to meet the cost of employing the Childrens and Families worker.
A grant of £3,771 was also received in 2025 from the Listed Places of Worship scheme to cover the VAT on the changes to the heating in the Upper Room.
A grant of £750 was received in 2013 from Waitrose towards the costs of hosting Christmas Lunches. £162 was utilised in 2013 with £100 in 2014, £175 in 2016 and £137 in 2017. The balance has been used
to fund the soup run in 2025.
4.c Donations, appeals etc
- - - - -
Special Collections 1,217 4,623 5,840 3,683 3,683
- - - - - - - - - -
Specific donations and appeals
4.c TOTAL 1,217 - 4,623 - 5,840 - - 3,683 - 3,683
Special collections relate to specific collections for Home and International causes (see note 5(a)).
4.d Legacies and bequests
From the late Geraldine Davies-Jones - 1,000 - - 1,000 - - - - -
From the late Doreen Godden - - - - - - - 18,833 - 18,833
From the late Pam Gould - - - - - - 1,000 - - 1,000
4.d TOTAL - 1,000 - - 1,000 - 1,000 18,833 - 19,833
Legacies 1,000 - 1,000 18,833
----- End of picture text -----

Notes: The bequest from Geraldine Davies-Jones was unconditional. Unused funds have been placed in the General Reserve deposit account subject to the PCC determining how the funds should be utilised. The funds expended from legacies are detailed in note 9.a

Final v4.1

Sheffield St. Mark Broomhill

Page 11 of 25

Notes to the financial statements

----- Start of picture text -----
For the year ended 31 December 2025 2025 2024
Unrestricted Funds Restricted Endowment Total Funds Unrestricted Funds Restricted Endowment Total Funds
General Designated Funds Funds 2025 General Designated Funds Funds 2024
Note £ £ £ £ £ £ £ £ £ £
5 Analysis of Resources Expended
5.a Outreach
International Donation Details
Care4Calais 1,000 - - - 1,000 910 - - - 910
Christian Aid - General 1,000 - - - 1,000 910 - - - 910
Global Justice Sheffield (local) 1,000 - - - 1,000 910 - - - 910
Literacy for Life 1,000 - - - 1,000 910 - - - 910
Phase 1,000 - - - 1,000 910 - - - 910
Practical Action (Intermediate Technology Group) 1,000 - - - 1,000 910 - - - 910
Succol 1,000 - - - 1,000 910 - - - 910
USPG 1,000 - - - 1,000 910 - - - 910
Bwindi 100 - - - 100 910 - - - 910
CongoAgri - - - - 910 - - - 910
- - - - - - - - - -
- - - - - - - -
Allocated total 8,100 - - - 8,100 9,100 - - - 9,100
Special Expenditure
- - - - - - - -
ADELIPO (working in DRC) 2,039 2,039
Gaza Relief fund - - 252 - 252 - - - - -
USPG - - 413 - 413 - - - - -
Medical Aid for Palestinians - - 90 - 90 - - - - -
Amnesty International - - 61 - 61 - - - - -
Christian Aid - - - - - - - 344 - 344
- - - - - - - - - -
TOTAL 8,100 - 2,855 - 10,955 9,100 - 344 - 9,444
International donations 8,100 9,100 0
Notes: Restricted Fund donations of £2,855 (2024 £344) are all from the proceeds of special collections (see note 4(c)) and were paid immediately to the charities in question.
General Fund donations of £8,100 (2024 £9,100) have been allocated on recommendation of the International Donations Committee and approved by the PCC.
Restricted donations exclude donation made by members of the congregation directly to the charities when an appeal was made.
----- End of picture text -----

Final v4.1

Sheffield St. Mark Broomhill

Page 12 of 25

Notes to the financial statements

----- Start of picture text -----
For the year ended 31 December 2025 2025 2024
Unrestricted Funds Restricted Endowment Total Funds Unrestricted Funds Restricted Endowment Total Funds
General Designated Funds Funds 2025 General Designated Funds Funds 2024
Note £ £ £ £ £ £ £ £ £ £
Home donation Details
Nomad 2,000 - - - 2,000 1,000 - - - 1,000
- - - - - -
Broomhall Girls Youth Group 1,000 1,000 1,000 1,000
- - - - - -
South Yorkshire Refugee Law and Justice 1,000 1,000 1,000 1,000
- - - - - - - -
Hope for the Future 1,000 1,000
Solace 1,000 - - - 1,000 - - - - -
- - - - - - - -
Together for the CofE 1,000 1,000
Bens Centre 500 - - - 500 1,000 - - - 1,000
Broomhall centre 500 - - - 500 500 - - - 500
Inclusive Church 500 - - - 500 500 - - - 500
Hope at Home 500 - - - 500 - - - - -
Eco church 75 - - - 75 75 - - - 75
Church Action on Poverty Sheffield (annual sub) 25 - - - 25 25 - - - 25
- - - - - - -
Foundry Crisis fund 1,000 1,000
- - - - - - -
St Aidan's church boiler appeal 1,000 1,000
- - - - - - -
Stop Hate UK 1,000 1,000
Vida - - - - 1,000 - - - 1,000
- - - - - - - -
Allocated total 9,100 - - - 9,100 9,100 - - - 9,100
Special Expenditure
Thornbridge (educational centre visit) 883 - - - 883
St Lukes Hospice - - 544 - 544 - - - - -
Collection for Beth to celebrate appointment as Vicar - - 467 - 467 - - - - -
Hope at home - - 310 - 310 - - - - -
Archer project - - 268 - 268 - - - - -
Purchases from Good Taste shop 238 - - - 238 - - - - -
Refreshments at Big Queer Carols 96 - - - 96 - - - - -
Fareshare - - 67 - 67 - - - - -
SAYiT - - 61 - 61 - - - - -
Children's Society - - 51 - 51 - - 251 - 251
- - - - - - - -
Sue Hammersley - leaving gift from collection 2,440 2,440
Nomad - - - - - - - 502 - 502
S6 Food Bank - - - - - - - 81 - 81
Assist - - - - - - - 65 - 65
- - - - - - - - - -
TOTAL 10,317 - 1,768 - 12,085 9,100 - 3,339 - 12,439
Home donations 9,100 9,100 -
Notes: Restricted Fund donations of £1,768 (2024 £3,339) are all from the proceeds of special collections (see note 4(c)) and were paid immediately to the charities in question.
General Fund donations of £10,317 (2024 £9,100) have been allocated on recommendation of the Home Donations Committee and approved by the PCC.
Restricted donations exclude donation made by members of the congregation directly to the charities when an appeal was made.
----- End of picture text -----

Final v4.1

Sheffield St. Mark Broomhill

Notes to the financial statements

Page 13 of 25

----- Start of picture text -----
For the year ended 31 December 2025 2025 2024
Unrestricted Funds Restricted Endowment Total Funds Unrestricted Funds Restricted Endowment Total Funds
General Designated Funds Funds 2025 General Designated Funds Funds 2024
Note £ £ £ £ £ £ £ £ £ £
Home Donations 9,100 - - - 9,100 9,100 - 3,339 - 12,439
International Donations 8,100 - - - 8,100 9,100 - 344 - 9,444
- - - - - - -
Special Expenditure 1,217 4,623 5,840
Grants - 500 - - 500 - - - - -
Soup Run expenses 205 - - - 205 156 - - - 156
- - - - - - - - - -
Social Fund payments
5.a TOTAL 18,622 500 4,623 - 23,745 18,356 - 3,683 - 22,039
Notes: In 2025 two grants were made from the Mainland Stamper fund. One of £2,499 towards the cost of a practise organ loaned to our organ scholar and a second of £500 towards music expenses for one of
our choral scholars. The practise organ has been added to the asset register so the expense does not show here.
No grants were made in 2024.
5.b Diocese
Diocesan Common Fund 75,000 - - - 75,000 73,200 - - - 73,200
5.b TOTAL 75,000 - - - 75,000 73,200 - - - 73,200
Notes: The payment to the Diocese covers the full costs of one member of staff.
5.c Salaries, wages and honoraria
- - - -
Family Worker 13,948 6,000 19,948 13,224 6,000 19,224
Administrator 20,109 - - - 20,109 18,556 - - - 18,556
Director of Music 16,430 - - - 16,430 15,658 - - - 15,658
Caretaker 9,601 - - - 9,601 9,139 - - - 9,139
Cleaner 7,914 - - - 7,914 7,536 - - - 7,536
Visiting organists 420 - - - 420 435 - - - 435
Caretaking for events 465 - - - 465 - - - - -
Additional admin support - - - - - 660 - - - 660
5.c TOTAL 68,887 6,000 - - 74,887 65,208 6,000 - - 71,208
Notes: Cleaning costs include the salaries of two part-time employed cleaners, Tim Moore and John Whitmill.
Cleaning materials and supplies are detailed under Cleaning in section 5.f below.
Caretaking costs are reduced when Tim acts as veger/caretaker during weddings or funerals and the costs for his time are recovered through fees.
All the emoluments for the 5 regular employees are shown above and also included are £nil (2024 £nil) Employer's NIC payments (after Employer's NIC allowances), £1,212 (2024 £1,156) Employer's Pension
Contributions and £nil (2024 £nil) paid in expenses.
----- End of picture text -----

Final v4.1

Sheffield St. Mark Broomhill

Page 14 of 25

Notes to the financial statements

----- Start of picture text -----
For the year ended 31 December 2025 2025 2024
Unrestricted Funds Restricted Endowment Total Funds Unrestricted Funds Restricted Endowment Total Funds
General Designated Funds Funds 2025 General Designated Funds Funds 2024
Note £ £ £ £ £ £ £ £ £ £
5.d Clergy and staff expenses
Liberal Theologian
- - - - - - -
Liberal Theologian's stipend, pension & NIC 28,311 12,381 40,692
- - - - - - - -
Liberal Theologian's house rent 5,000 5,000
- - - - - - - -
Liberal Theologian's council tax 2,773 2,773
Liberal Theologian's utilities and alarm maintenance - - - - - 774 - - - 774
Liberal Theologian's expenses - - - - - 735 - - - 735
Vicar
Vicar's Expenses 1,334 - - - 1,334 392 - - - 392
Vicarage water charges 1,174 - - - 1,174 896 - - - 896
Vicarage gas & electricity 226 - - - 226 473 - - - 473
Other clergy
Assistant Priest expenses 427 - - - 427 310 - - - 310
- - - - - - - - - -
Visiting clergy and speakers
Other staff
Family Worker expenses 203 - - - 203 - - - - -
- - - - - - - - - -
Director of Music expenses
5.d TOTAL 3,364 - - - 3,364 39,664 12,381 - - 52,045
Notes: The Liberal Theologian's post was vacant in 2025. Previously the stipend has been met from a mixture of general and legacy (designated) funds.
The PCC is only liable for the vicarage gas and electricity charges during a vacancy
5.e Church utility bills
- - - - - -
Electricity 11,249 11,249 11,358 11,358
Gas 1,408 - - - 1,408 1,919 - - - 1,919
Church phone and broadband 826 - - - 826 1,080 - - - 1,080
Water 836 - - - 836 756 - - - 756
Waste collection 423 - - - 423 410 - - - 410
5.e TOTAL 14,742 - - - 14,742 15,523 - - - 15,523
Notes: PV (Solar) panels have been fully operational on the Church roof since 2012. In 2025 Feed in Tariff income of £6,238 (2024 £4,949) was received from surplus electricity generated by the panels (see
note 2(d)). This income helps to offset the annual electricity charges shown above.
----- End of picture text -----

Final v4.1

Sheffield St. Mark Broomhill Notes to the financial statements

Page 15 of 25

the year ended 31 December 2025
Unrestricted Funds
Restricted Endowment
Total Funds
General
Designated
Funds
Funds
2025
Note
£
£
£
£
£
2025
5.f
Church Running Expenses
Repairs
Church repairs and maintenance
7,781
-
-
-
7,781
Maintenance
Grounds
1,878
-
-
-
1,878
Gardening services
1,296
-
-
-
1,296
Cleaning materials
1,204
-
-
-
1,204
Fire Alarm maintenance
472
-
-
-
472
Lift maintenance
240
-
-
-
240
Burglar Alarm maintenance
185
-
-
-
185
Fire Extinguisher maintenance
163
-
-
-
163
Boiler maintenance
65
-
-
-
65
PAT Testing
-
-
-
-
-
Organ / Piano Tuning and Repair
845
-
-
-
845
Depreciation
Depreciation on fixed assets
2,310
16,179
6,060
-
24,549
Finance & IT
Insurance
6,444
-
-
-
6,444
Auditor/Independent Examiner's Fee
1,074
-
-
-
1,074
IT Support
664
-
-
-
664
Payroll Bureau Charges
635
-
-
-
635
Accounting package charges
287
-
-
-
287
Bank charges
59
-
-
-
59
Card processing charges
32
-
-
-
32
Postage, Printing & Stationery
Printing and stationery
1,454
-
-
-
1,454
Copier Lease Costs
960
-
-
-
960
Printing Licences
799
-
-
-
799
Postage
21
-
-
-
21
Music Sanctuary & Flowers
Music expenses and RSCM subscription
1,025
-
-
-
1,025
Sanctuary expenses
888
-
-
-
888
Church Flowers
98
-
-
-
98
Home from home
Home from Home expenses
2,747
-
-
-
2,747
2024
Unrestricted Funds
Restricted
Endowment
Total Funds
General
Designated
Funds
Funds
2024
£
£
£
£
£
7,066
-
-
-
7,066
1,260
-
-
-
1,260
570
-
-
-
570
428
-
-
-
428
456
-
-
-
456
179
-
-
-
179
340
-
-
-
340
130
-
-
-
130
-
-
-
-
-
1,192
-
-
-
1,192
-
-
-
-
-
1,498
17,422
6,156
-
25,076
6,263
-
-
-
6,263
1,026
-
-
-
1,026
635
-
-
-
635
551
-
-
-
551
287
-
-
-
287
89
-
-
-
89
53
-
9
-
62
1,123
-
-
-
1,123
924
-
-
-
924
895
-
-
-
895
-
-
-
-
-
1,028
-
-
-
1,028
1,205
-
-
-
1,205
215
-
-
-
165
2,040
-
-
-
2,040

For the year ended 31 December 2025

Final v4.1

Sheffield St. Mark Broomhill

Page 16 of 25

Notes to the financial statements

----- Start of picture text -----
For the year ended 31 December 2025 2025 2024
Unrestricted Funds Restricted Endowment Total Funds Unrestricted Funds Restricted Endowment Total Funds
General Designated Funds Funds 2025 General Designated Funds Funds 2024
Note £ £ £ £ £ £ £ £ £ £
Sundry
Refreshments 1,126 - - - 1,126 501 - - - 501
Conference Expenditure 377 - - - 377 - - - - -
Training courses 236 - - - 236 - - - - -
Gifts and Presentations 60 - - - 60 165 - - - 215
Performing Rights Society Fees - - - - - 279 - - - 279
Other Sundries - - - - - 6 - - - 6
- - - - - - - -
Parish Weekend Expenditure 2,180 2,180
5.f TOTAL 35,425 16,179 6,060 - 57,664 30,404 17,422 8,345 - 56,171
5.g Mission
Children's choir expenses 5.l 78 - 2,542 - 2,620 1,167 - - - 1,167
Family work resources and activities 945 - - - 945 - - 801 - 801
Library Books 190 - - - 190 17 - - - 17
Choral scholar expenses 5.k - - - - - - - - - -
Student Work Resources and activities - - - - - - - - - -
5.g TOTAL 1,213 - 2,542 - 3,755 1,184 - 801 - 1,985
5.j Church Conference/Parish Weekend Receipts and Payments Summary
Receipts
Parish Weekend Income - - - - - - - 2,180 - 2,180
- - - - - - - -
2,180 2,180
Payments
- - - - - - -
Parish Weekend Expenditure 2,180 2,180
- - - - - - - -
Total net expenditure 2,180 2,180
- - - - - - - - - -
Net (deficit)/surplus to General Fund
Notes: The details above are for the 2024 Mission Area Weekend. As this was for all three parishes in the mission area it was agreed that income and expenditure must balance. As there was a surplus a donation
was made to Christian Aid, to balance income and expenditure.
A surplus of £1,650 (Restricted) is carried forwards from the previous (St Marks only) parish weekends.
----- End of picture text -----

Final v4.1

Sheffield St. Mark Broomhill

Page 17 of 25

Notes to the financial statements

----- Start of picture text -----
For the year ended 31 December 2025 2025 2024
Unrestricted Funds Restricted Endowment Total Funds Unrestricted Funds Restricted Endowment Total Funds
General Designated Funds Funds 2025 General Designated Funds Funds 2024
Note £ £ £ £ £ £ £ £ £ £
5.k Choral Scholarships
Receipts
Choral scholarship receipts - 200 - - 200 - 200 100 - 300
Total net income - 200 - - 200 - 200 100 - 300
Payments
- - - - - - - - - -
Choral scholar expenses
- - - - - - - - - -
Total net expenditure
Choral Scholarships brought forward - 200 100 - 300
Choral Scholarships carried forward - 400 100 - 500 - 200 100 - 300
Notes: Choral scholarships have been offered to four choir members. These have a maximum value of £500pa and are to be funded by donations and grants.
The one payment of £500 was made in 2025 but this was made from the Mainland Stamper fund and is detailed above.
5.l Children's Choir
Receipts
Children's choir donations - - 243 - 243 - - 2,000 - 2,000
Grants received - - - - - - - 1,100 - 1,100
Total net income - - 243 - 243 - - 3,100 - 3,100
Payments
Children's choir expenses 78 - 2,542 - 2,620 - - 801 - 801
- - - - - - - - - -
Portion of Family worker's time for choir
Total net expenditure 78 - 2,542 - 2,620 - - 801 - 801
Grant brought forward (Restricted) 2,299
- - - - -
Grant carried forward (Restricted) 2,299 2,299
Notes: The children's choir is an experiment that will initially run for up to 3 years from October 2024.
Funding to come from donations and grants. Grant received in 2024 from the Benefact trust.
----- End of picture text -----

Final v4.1

Page 18 of 25

Sheffield St. Mark Broomhill

----- Start of picture text -----
Notes to the financial statements
2025 2024
For the year ended 31 December 2025
Unrestricted Funds Restricted Endowment Total Funds Unrestricted Funds Restricted Endowment Total Funds
General Designated Funds Funds 2025 General Designated Funds Funds 2024
7 Analysis of Net Assets by Fund £ £ £ £ £ £ £ £ £ £
7.a Tangible Fixed Assets
Analysis of Net Book Value by Fund at 31 December 2025 (2024)
Building, Property and Organ Improvements 13,287 67,980 82,034 - 163,301 13,913 44,526 88,094 - 146,533
- - - - - - - - - -
Major redecoration
Fixtures, Fittings and Equipment 1,282 3,234 - - 4,516 2,965 1,470 - - 4,435
Total Net Book Value by Fund 14,569 71,214 82,034 - 167,817 16,878 45,996 88,094 - 150,968
Analysis by asset type Building, Property, Major Fixtures, Fittings Totals Significant assets
Organ Improvements Redecoration and Equipment £
£ £ £ £ Building, Property and Organ Improvements
Actual/Deemed Cost At 1 January 2025 477,659 24,185 134,864 636,708 2002 244,650 Major work in upper room
Additions in year: 2004 12,512 Car park upgrade
Building, Property and Organ Improvements - 2008 9,353 Tower Louvers
Infrared heating Designated Funds 28,431 - - 28,431 2009 14,094 South steps railings
Boundary wall stabilisation Designated Funds 4,380 - - 4,380 2009 7,130 Electrical wiring
Lounge and Upper Room triple glazing units Designated Funds 3,032 - - 3,032 2011 32,205 PV Panels
- - - - 2011/2 11,144 Underfloor heating
Major redecoration 2012 2,176 Loft insulation
None - - - - 2013 1,512 Spire/tower renovations
Fixtures, Fittings and Equipment 2013 1,367 Wiring upgrade
Practice organ for organ scholar Designated Funds - - 2,499 2,499 2014/5 115,651 Organ refurbishment
- - - - 2018 76,932 Social house investment
- - - - 2023 4,750 South steps repairs
Disposals 2023 6,629 Wall repairs
None - - - - 2024 1,584 New notice boards
Total additions in year 35,843 - 2,499 38,342 Fixtures, Fittings & Equipment
total disposals in year - - 2020 21,981 New AV system for church
At 31 December 2025 513,502 24,185 137,363 675,050 2022 3,288 Upper room LED lighting
Depreciation At 1 January 2025 331,126 24,185 130,429 485,740 Major Redecorations
Charge for the year 19,075 - 2,418 21,493 2003 24,185 Asbestos stabilisation
- - - -
eliminated on disposals
At 31 December 2025 350,201 24,185 132,847 507,233
Net Book Value At 31 December 2025 163,301 - 4,516 167,817
At 31 December 2024 146,533 - 4,435 150,968
----- End of picture text -----

Final v4.1

Page 19 of 25

Sheffield St. Mark Broomhill

----- Start of picture text -----
Notes to the financial statements
2025 2024
For the year ended 31 December 2025
Unrestricted Funds Restricted Endowment Total Funds Unrestricted Funds Restricted Endowment Total Funds
General Designated Funds Funds 2025 General Designated Funds Funds 2024
7 Analysis of Net Assets by Fund £ £ £ £ £ £ £ £ £ £
7.b Social House investment (Home from Home)
Analysis of Net Book Value by Fund at 31 December 2025 (2024)
Social Investment - 51,977 - - 51,977 - 55,032 - - 55,032
Total Net Book Value by Fund - 51,977 - - 51,977 - 55,032 - - 55,032
Analysis by asset type Social Investment Totals
£ £ £ £
Actual/Deemed Cost At 1 January 2025 76,440 - - 76,440
Additions in year:
None - - - -
Disposals
None - - - -
- - - -
Total additions in year
- - -
Total disposals in year
At 31 December 2025 76,440 - - 76,440
Depreciation At 1 January 2025 21,408 - - 21,408
Charge for the year 3,056 - 3,056
- -
eliminated on disposals
At 31 December 2025 24,464 - - 24,463
Net Book Value At 31 December 2025 51,976 - - 51,977
At 31 December 2024 55,032 - - 55,032
----- End of picture text -----

In accordance with the Accounting Policies (see page 3), all major expenditure on fixed assets from 1 January 2001 has been capitalised and depreciated annually on a straight line basis (over 25 years for building and Organ improvements and social housing investments, 10 years for major redecorations and 4 years for fixtures, fittings and equipment).

Sheffield St. Mark Broomhill
Notes to the financial statements
For the year ended 31 December 2025
7
Analysis of Net Assets by Fund (continued)
Note
7.a
Tangible Fixed Assets
7.c
Investments
Social Investments
Social House Investment
Parochial Church Council property
8.c
ID1
General Investment
ID2
Fabric Investment (Restricted)
ID3
Fabric Investment (Designated)
ID4
Berry Bequest Investment
ID5
Mainland & Stamper Bursary Investment
ID6
Kelk Bequest Investment
Trust funds administered by the PCC
8.c.
ID7
Church Hall Charity Investment
ID8
Miss Thomas Bequest Investment
ID9
Friends of St Marks Investment
ID10
Elliott Bequest Investment
Investments Total
7.d
Reserves
General reserves
8.
PCC current account
ID11
General Reserve deposit account
7.
Fabric reserves
8.a &
ID12
Sheffield Credit Union deposit account
ID13
Fabric Deposit (Restricted)
ID14
Miss Thomas Bequest deposit account
ID15
Fabric Deposit (Designated)
Other reserves and accounts
8.
ID16
Social Fund
ID17
Mainland & Stamper Bursary Deposit Account
Cash/Undeposited Receipts
Reserves Total
Debtors and prepayments
PA1
Room hire outstanding
PA2
Gift Aid Pending
PA3
PV (Solar) Panel FIT Income Debtor
PA4
HMRC Tax refund due
7.e
Accruals and deferred income
PA5
Electricity and Gas owed at year end
PA6
Expenditure Accruals
PA7
Grants received in advance
PA8
International donations owed at year end
Diocese
Fund Balance
7.f
General reserve deposit account breakdown
General Reserve
Legacy Reserve
Diamond Anniversary
Additional clergy fund
Fabric Reserve
Page 20 of 25
Total Funds
Unrestrict
2025
General
£
£
167,817
16,878
51,977
-
51,977
-
211,956
-
56,216
-
25,188
-
14,518
-
3,074
-
2,153
-
313,105
-
71,589
-
34,674
-
17,714
-
6,815
-
130,792
-
495,874
-
6,214
(754)
90,654
45,685
96,868
44,931
11,023
-
6,616
-
5,565
-
4,288
-
27,492
-
851
-
16
-
-
145
867
145
125,227
45,076
740
1,490
2,357
1,012
456
818
-
4,060
2,813
(1,784)
(2,290)
(426)
(309)
(152)
-
(232)
-
-
(11,229)
(2,594)
(13,828)
790,384
50,939
45,145
45,684
-
-
6,485
-
30,000
-
9,024
-
90,654
45,684
Page 20 of 25
Total Funds
Unrestrict
2025
General
£
£
167,817
16,878
51,977
-
51,977
-
211,956
-
56,216
-
25,188
-
14,518
-
3,074
-
2,153
-
313,105
-
71,589
-
34,674
-
17,714
-
6,815
-
130,792
-
495,874
-
6,214
(754)
90,654
45,685
96,868
44,931
11,023
-
6,616
-
5,565
-
4,288
-
27,492
-
851
-
16
-
-
145
867
145
125,227
45,076
740
1,490
2,357
1,012
456
818
-
4,060
2,813
(1,784)
(2,290)
(426)
(309)
(152)
-
(232)
-
-
(11,229)
(2,594)
(13,828)
790,384
50,939
45,145
45,684
-
-
6,485
-
30,000
-
9,024
-
90,654
45,684
Final v4.1 Final v4.1
2025 2024
Unrestrict
General

£
14,569
-
-
.i
-
-
-
-
-
-
-
ii
-
-
-
-
-
-
a
29,296
f
45,145
74,441
8.b
-
-
-
-
-
b
-
-
-
-
74,441
740
1,490
1,012
-
3,242
(1,784)
(426)
-
-
-
(2,210)
90,042.00
45,145
-
-
-
-
45,145
ed Funds
Designated
£
71,214
51,977
51,977
211,956
-
25,188
-
3,074
-
240,218
-
-
-
-
-
292,195
(17,892)
45,509
27,617
11,023
-
-
4,288
15,311
851
16
-
867
43,795
-
-
-
-
-
-
-
-
-
-
-
407,204.00
-
-
6,485
30,000
9,024
45,509
Restricted
Funds
£
82,034
-
-
-
56,216
-
-
-
-
56,216
-
-
-
-
-
56,216
(5,190)
-
(5,190)
-
6,616
5,565
-
12,181
-
-
-
-
6,991
-
-
-
818
818
-
-
(152)
(232)
-
(384)
145,675
-
-
-
-
-
-
Endowment
Funds
£
-
-
-
-
-
-
14,518
-
2,153
16,671
71,589
34,674
17,714
6,815
130,792
147,463
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
147,463
-
-
-
-
-
-
Unrestrict
General
£
16,878
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
(754)
45,685
44,931
-
-
-
-
-
-
-
145
145
45,076
2,357
456
-
2,813
(2,290)
(309)
-
-
(11,229)
(13,828)
50,939
45,684
-
-
-
-
45,684
ed Funds
Designated
£
45,996
55,032
55,032
223,383
-
26,546
-
5,950
-
255,879
-
-
-
-
-
310,911
15,020
44,004
59,024
10,861
-
-
3,367
14,228
-
226
-
226
73,478
-
-
-
-
-
-
-
-
-
-
-
430,385
-
32,407
6,402
-
5,196
44,005
Restricted
Funds
£
88,094
-
-
-
39,145
-
-
-
-
39,145
-
-
-
-
-
39,145
(2,813)
18,954
16,141
-
4,965
4,356
-
9,321
837
-
-
837
26,299
-
-
-
-
-
-
-
(177)
(232)
-
(409)
153,129
-
18,954
-
-
-
18,954
Endowment
Funds
£
-
-
-
-
-
-
15,122
-
2,243
17,365
75,448
36,118
18,452
7,099
137,117
154,482
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
154,482
-
-
-
-
-
-
Total Funds
2024
£
150,968
55,032
55,032
223,383
39,145
26,546
15,122
5,950
2,243
312,389
75,448
36,118
18,452
7,099
137,117
504,538
11,453
108,643
120,096
10,861
4,965
4,356
3,367
23,549
837
226
145
1,208
144,853
2,357
456
-
-
2,813
(2,290)
(309)
(177)
(232)
(11,229)
(14,237)
788,935
45,684
51,361
6,402
-
5,196
108,643

Page 21 of 25

Sheffield St. Mark Broomhill

Final v4.1

Notes to the financial statements

For the year ended 31 December 2025

8 Fund details

8.a Unrestricted Funds

The General Fund is used to pay all the everyday expenses of the church. This fund is “unrestricted” because the money has been given to the church on the general understanding that it will be used at the discretion of the PCC for furthering the mission and ministry of the church. Unless specified otherwise, all the money received by the church is first put into the General Fund.

The PCC may decide to put some of the General Fund money aside in deposit accounts for use in the future (for example, for building repairs). This money is “designated” for administration purposes only. Such funds are still unrestricted and can be moved to other funds if the PCC so decides. The PCC currently has “designated” deposit accounts for general and fabric purposes.

Mainland Bursary Fund for development of young people Property: 1,070 shares in The CBF Church of England Investment Fund Purchased: 31-Aug-89 Original cost: £6,000 Market value 31/12/2025 £ 3,074 2024 £ 5,950 At the January 2020 PCC meeting it was agreed that in the absence of any documentary or anecdotal evidence to the contrary that the Mainland Bursary funds are more correctly recorded as Designated funds rather than Endowment funds. They have therefore been moved as at 31Dec2019 from Endowment to Designated. Fabric Investment (Designated) Property: 8583.73 units in the COIF Charities Ethical Investment Fund Purchased: 10-Sep-20 Original cost: £23,076 Market value 31/12/2025 £ 25,188 2024 £ 26,546

At the January 2020 PCC meeting it was agreed that in the absence of any documentary or anecdotal evidence to the contrary that the Mainland Bursary funds are more correctly recorded as Designated funds rather than Endowment funds. They have therefore been moved as at 31Dec2019 from Endowment to Designated.

This account was created by merging several small designated fabric deposit accounts. Therefore the income from the above investment should be used for Fabric purposes. The dividends from this accounts is paid to a dedicated CCLA Fabric (Designated) deposit account.

8.b Restricted Funds

These are funds that are subject to some particular restriction on the way they may be spent or applied. The money received is restricted either by the donor or by the terms of an appeal for a particular purpose such as a special collection for overseas aid or for a major repair. The PCC has several deposit accounts that are “restricted” in their use for either fabric or other specified purposes.

Fabric Investment (Restricted) Property: 12657.65 units in the COIF Charities Ethical Investment Fund Purchased: 10-Sep-20 Original cost: £34,028 Market value 31/12/2025 £ 56,216 2024 £ 39,145

This account was created by merging several small restricted fabric deposit accounts. Therefore the income from the above investment fund can only be used for Fabric purposes. The dividends from this account is paid to a dedicated CCLA Fabric (Restricted) deposit account.

Page 22 of 25

8.c Endowment Funds

These are another form of restricted funds and represent money that has been given to the church with the specific instruction that only the interest or dividends earned by the investment can be spent. The original money (or “capital”) cannot normally be spent and must remain in the form of investments.

8.c.i Parochial Church Council Property

The PCC may hold property “for any ecclesiastical purpose affecting the parish or any part thereof” and for certain educational purposes (PCC (Powers) Measure 1956, Section 5). “Ecclesiastical purposes” will include any purpose furthering the work of the Church of England in the parish. The capital sums and income derived there from can only be used for these purposes.

Held in the name of the Vicar and Church Wardens, administered by the PCC

Miss Berry Bequest for general purposes
Property: 654 shares in The CBF Church of England Investment Fund
Purchased: 28-Feb-69
Original cost: £730 Market value 31/12/2025 £ 14,518 2024 £ 15,122
Kelk Bequest for general purposes
Property: 97 shares in The CBF Church of England Investment Fund
Purchased: 31-Aug-82
Original cost: £200 Market value 31/12/2025 £ 2,153 2024 £ 2,243

8.c.ii Trust Funds administered by the Parochial Church Council

These funds comprise a charity administered under a scheme made by the Charity commissioners, two bequests and a donation involving permanent trusts restricting the use of the capital that is held by the Diocesan Board of Finance.

The St Mark’s Church Hall Charity
Property: 106.68 shares in CCLA - COIF Charities Ethical Investment Fund
(Original Purchase: 12,277 shares 31-Mar-93 Original cost: £19,189)
Dividends reinvested in year to purchase 825 shares at a cost of £1,357
Market value 31/12/2025 £ 71,589 2024 £ 75,448

The above investment originates from the sale of the former church hall in Ashgate Road, Broomhill, in March 1971. The PCC are managing trustees, the Diocesan Board of Finance custodian trustees. The clear income from the charity is to be applied to further the “religious and other charitable work of the Church of England” in the ecclesiastical parish of St Mark, Broomhill. The charity property may also be used for land and building required for that work. By an order dated 14 January 2014, the Charity Commissioners authorised expenditure of £34,000 from the Charity’s permanent endowment for the purpose of restoration and refurbishment of the Church organ under the condition that the sum be repaid over 30 years at a minimum of £1,133 per annum. In addition, the PCC authorised the expenditure of £16,000 from the Charity’s accumulated income for the same purpose. Accordingly, in January 2014 the Diocesan Board of Finance realised 32,041 of the Charity’s shares to the value of £50,000 and this sum was paid into the Organ Restoration Appeal Fund on 3 February 2014. This loan was repaid in 2020 so that income can return to being for general use as specified above.

Page 23 of 25

Miss Thomas Bequest for church repairs Property: 1562 shares in The CBF Church of England Investment Fund Purchased: 30-Nov-61 Original cost: £1,132 Market value 31/12/2025 £ 34,674 2024 £ 36,118 Friends of St Mark’s Investment Account for fabric repair purposes only Property: 798 shares in The CBF Church of England Investment Fund Purchased: 31-Oct-82 Original cost: £1,750 Market value 31/12/2025 £ 17,714 2024 £ 18,452

The income from the above two investment funds can only be used for church repairs. During 2020 new fabric deposit accounts were opened with CCLA. The dividends from these accounts are now paid to the new fabric deposit account.

Elliott Bequest for parochial and charitable purposes
Property: 307 shares in The CBF Church of England Investment Fund
Purchased: 31-Aug-66
Original cost: £220 Market value 31/12/2025 £ 6,815 2024 £ 7,099

The property of the above mentioned investment can only be used for the purposes mentioned. Therefore the dividends are paid directly to the main church bank account for general use.

Page 24 of 25

Sheffield St. Mark Broomhill

Final v4.1

Notes to the financial statements

Sheffield St. Mark Broomhill
Notes to the financial statements
Fin al v4.1
For the year ended 31 December 2025
9
Allocation of Legacy funding
9(a)Legacy projects
Infrared heating in Upper Room
Boundary Wall stabilisation
Contribution towards full stipend for Assoc Vicar
2025 Total Funds
2025
£
14,330
4,380
-
18,710
2024
Unrestricted Funds
General
Designated
£
£
-
14,330
-
4,380
-
-
-
18,710
Restricted
Endowment
Funds
Funds
£
£
-
-
-
-
-
-
-
-
Unrestricted Funds
General
Designated
£
£
-
-
-
-
18,428
-
18,428
Restricted
Endowment
Funds
Funds
£
£
-
-
-
-
-
-
-
-
Total Funds
2024
£
-
-
18,428
18,428

This is a description of the allocation of funds during 2025.

The funds used in 2025 are detailed in the expenditure section of the accounts above.

Statement of responsibilities of the members of the Parochial Church Council ("PCC")

The Church Accounting Regulations 2006 and the Charities Act 2011 require the members of the PCC to prepare financial statements for each financial year which give a true and fair view of the state of affairs of the PCC and of the incoming resources and application of resources in the year then ended. In preparing those financial statements, the members of the PCC are required to:

The members of the PCC are responsible for keeping accounting records which disclose with reasonable accuracy the financial position of the PCC and which enable them to ascertain the financial position of the PCC and which enable them to ensure that the financial statements comply with the Church Accounting Regulations 2006 and the Charities Act 2011. They are also responsible for safeguarding the assets of the PCC and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities

Page 25 of 25

----- Start of picture text -----
Photos to be added when account signed and approved InvestmentsParochial Church Council property qc 313,105
----- End of picture text -----