St James Church, Anston
Annual Report and Financial Accounts For the year ended 31[st] December 2023
ST JAMES CHURCH, ANSTON (Charity No: 1129033)
Annual Report of the Parochial Church Council For the year ended 31st December 2023
Administrative information
St. James Church is situated in South Anston. We are part of the Diocese of Sheffield. The correspondence address is 17 Lindale Close, North Anston, Sheffield, S25 4FD.
The Parochial Church Council (PCC) is a charity which is registered with the Charity Commission.
PCC members who have served from 1st January 2023 until the date this report was approved are:
Incumbent: Revd Jon Hidden (left 6[th] August 2023) We are currently in interregnum Assistant Priest: Revd Barbara Cushing Warden: Pat Bradey
Representatives on the Deanery Synod
Pat Bradey Representatives on the Diocesan Synod Rev’d Jon Hidden (resigned 6[th] August 2023) Pat Bradey Elected members: Peter Howard - Hon. Treasurer Sue Harpham – Hon. Secretary Ron Cushing Hazel Coates David Little Kathy Nunnington Mira Robinson Kerry Sweet (appointed 26[th] April 2023) Julie Tedder Ann Wildgoose (appointed 26[th] April 2023) Co-opted members: Chris Hall Tracey Winfrow
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
St James’ PCC has the responsibility of co-operating with the incumbent/assistant priest in promoting in the ecclesiastical parish the whole mission of the Church, pastoral, evangelistic, social and ecumenical. It also has maintenance responsibilities for the Church itself in South Anston and the Church Hall in North Anston.
Achievements and performance
Church attendance
There are 93 parishioners on the electoral roll as at the date of this report. The average weekly attendance, counted during October, was 50.
Review of the year 2023
The full PCC met on 8 occasions during the period.
We have rich and varied services from traditional Book of Common Prayer, Holy Communion through to Family Holy Communion Services and evening services. In addition, a monthly Brunch service has been introduced which is very informal and is ideal for those who have little or no experience of church. We also hold a popular Memorial service, a busy Remembrance Day service for our uniformed groups and have occasional extra Prayer and Praise services. Baptism services take place after our Sunday services and we had several weddings during the year. We are continuing the distribution of a weekly newsletter, which goes out to members of the congregation, either by email or hand delivery. The church is also open on occasions for people to drop off items for the foodbank.
In August, our incumbent, Rev’d Jon Hidden left St James to become an oversight minister in Sheffield so we are currently in interregnum. We are in the process of appointing our own oversight minister to lead this parish, together with those of Woodsetts, Letwell and Firbeck.
Our Ministry Team has a breadth of experience and includes a part time SSM licensed as Assistant Priest and two Lay Readers. We also have six Pastoral Workers who exercise varied roles. In addition, we have four trained and licensed Worship Leaders, two Godly Play Practitioners, and Tracey Winfrow, our Children and Young Families Worker who runs a Tuesday morning Toddler group at the Church Hall.. We are committed to supporting those who wish to train and to enabling all of our congregation to grow and exercise their gifts.
The Natter Cafe is normally held every week in The Church Hall and is an integral part of our outreach to the community, attracting the recently bereaved and the elderly, alongside church members. It serves simple drinks and food in relaxed surroundings supported by a team of volunteers. As the community has grown together, Advent and Lent courses have been run which has been very popular with lots of people staying after the Café. Alongside the Café, a group of men, typically husbands of Café attendees have been meeting to do jobs around the church hall. This has even developed into a termly social men’s dinner where these men and others from the church gather for a meal.
We are continuing to build our links with our neighbouring parishes so we can work together to grow mission across our deanery via our “Mission Partnership”. We have quarterly joint services as a Mission Partnership and we hope to develop these links, particularly with those churches we will combine with as part of out team ministry group.
Further afield, we offer ongoing support to several Charities: Bluebell Wood Hospice, Rothacs and Charis; we value the work of Mel Welch and Mandy Hunter in Mozambique and Eithiopia, supporting them both financially and prayerfully. We also contribute to The Dinnington Food Bank, organized by The Salvation Army and we collected for them at our Harvest service.
There is much to give thanks for in the life of our church, though we need to keep praying. As we move forward we have opportunities to find out where God is at work and join in, and we are reminded we are called as the Body of Christ to work together, entrusting our church to God for a new and exciting future.
Flnanclal Revlew Income has risen overall as we our Investrnents have produced a 5urplu5 which has exceeded the1055e5 we incurred last year. Also Parochial fees and fundraisin8 income has risen, together with the receipt of some Diocesan grants towards higher energy costs and the 8rurKh services. Against this, there has been a slight fall in Congregatbonal and Church Hall lettin8s income. Expenditure has been more consistent with onty skgnificant rise being a £4.1XKt boiler repair cost for the Church. The net result has been an increase across all the fund categories, but we must be aware that much of the increase was due to investment return5 which are by their very nature. somewhat volatile. Moving forward, the PCC decided to retain our Common Fund contribution for 2024 at £29,CKQ. Despite a reasonable surplus on all our funds, we continue to face tOU8h times financially as a church. e5pe¢ially as we have numerou5 capital projects in the pipeline but God has been 8enerous to us, for which we have to be very thankful. However, we must ensure that we keep a tight rein on all finances. Reser¥es pollcy It is our policv to retain in the General Fund reserve, contained within Unrestricted Funds, a sum to provide some cover in the event of a sudden loss of income or costly repair. With xcumulated interest. the balance in this fund currently stsnds at £11.756. Approved by the PCC on the 4th Mah 2024 •nd W on thelr behalf by Revd Barbara Cu5hlng.
ST JAMES CHURCH, ANSTON (Charity No: 1129033)
STATEMENT OF FINANCIAL ACTIVITIES
For the year ending 31st December 2023
| Note INCOMING RESOURCES Voluntary income 2(a) Income from investments 2(b) Church activities 2(c) Other incoming resources 2(d) TOTAL INCOME EXPENDITURE Church activities 3(a) Raising funds 3(b) TOTAL EXPENDITURE NET INCOME BEFORE TRANSFERS Transfers between funds 5 NET MOVEMENT IN FUNDS Funds brought forward 1st January 2023 8-11 Funds carried forward 31st December 2023 8-11 |
Unrestricted Designated Restricted Endowment TOTAL FUNDS Funds Funds Funds Funds 2023 2022 £ £ £ £ £ £ 38,922 2,650 3,212 0 44,784 43,024 1,827 2,882 492 1,859 7,060 -4,649 11,843 8,340 0 0 20,183 18,122 886 2,243 0 0 3,129 849 |
|---|---|
| 53,478 16,115 3,704 1,859 75,156 57,346 |
|
| 45,600 12,489 137 0 58,226 52,863 99 0 0 0 99 113 |
|
| 45,699 12,489 137 0 58,325 52,976 |
|
| 7,779 3,626 3,567 1,859 16,831 4,370 -2,700 2,700 0 0 0 0 |
|
| 5,079 6,326 3,567 1,859 16,831 4,370 18,492 29,612 3,149 14,803 66,056 61,686 |
|
| 23,571 35,938 6,716 16,662 82,887 70,426 |
The notes on pages 3 to 8 form part of these accounts.
1
T J_IIILS I'.HI RI.H. .IISTI)I Ilharil! Iv: I l_W:Lll BALANCE SHEET AT 31ST DECEMBER 2023 2023 2022 CURRENT ASSETS Debtors Short term depoyts Cash at bank •nd in hand 1.872 64.363 17,177 2,352 52,401 10.952 83.412 65.705 CUARENT LIA8ILinES Credrtors- amountsfallirfdue with• one ar 525 -351 82.887 66.056 PAR15H FUNDS Unrestrioed Oesignared Restriue Endowment 23,571 35,938 6.716 16,662 18,492 29,612 3,149 14,803 io li 82,887 66.056 Mr p*er G Howard IHoft. TaSUrer1 BawbaraC¥shin8 IAssistant Priestl The nole5on paees 3 to8fomi ofthese acCTrts.
ST JAMES CHURCH, ANSTON (Charity No: 1129033)
NOTES TO THE FINANCIAL STATEMENTS For the year ending 31st December 2023
1. ACCOUNTING POLICIES
The PCC is a public benefit entity within the meaning of FRS 102. 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 PCC's and with the Regulations' "true and fair view" provisions, together with FRS (2016) as the applicable accounting standards and the 2016 version of the Statement of Recommended Practice, Accounting and Reporting by Charities (SORP (FRS 102)).
The financial statements have been prepared under the historical cost convention and 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 affliation to another body nor those that are informal gatherings of church members.
Endowment Funds
Endowment funds are funds, the capital of which must be maintained, only income arising from investment of the endowment may be used either as restricted or unrestricted funds depending upon the purpose for which the endowment was established.
Restricted Funds
Restricted funds represent a) income from trusts or endowments which may be expended only on those restricted objects provided in the terms of the trust or bequest, and b) donations or grants received for a specific object for which they were given. Any balance remaining unspent at the end of each year must be carried forward as a balance on that fund. The PCC does not usually invest separately for each fund. Where there is no separate investment, interest is apportioned to individual funds on an average basis.
Unrestricted Funds
Unrestricted funds are general funds which can be used for PCC ordinary purposes.
Designated Funds
Designated funds are sums set aside out of general funds for specific designated purposes. They can be transferred back to unrestricted funds at any time.
Incoming Resources
Planned giving, collections and donations are recognised when received. Tax refunds are recognised when the incoming resource to which they relate is received. Grants and legacies are accounted for when the PCC is legally entitled to the amounts due. Interest is accrued. All other income is recognised when it is receivable. All incoming resources are accounted for gross.
Expenditure
Grants and donations are accounted for when paid over, or when awarded, if that award creates a binding or constructive obligation on the PCC. The Diocesan Parish Share is accounted for when due. Accounts received specifically for mission are dealt with as restricted funds. All other expenditure is generally recognised when it is incurred and is accounted for gross.
3
ST JAMES CHURCH, ANSTON (Charity No: 1129033)
NOTES TO THE FINANCIAL STATEMENTS (Continued) For the year ending 31st December 2023
1. ACCOUNTING POLICIES (Continued)
Fixed Assets
Consecrated and benefice property is not included in the accounts by s.10 of the Charities Act 2011. Moveable church furnishings held by the incumbent and churchwardens on special trust for the PCC and which require a faculty for disposal are inalienable property, listed in the Church's inventory, which can be inspected (at any reasonable time).
For anything acquired prior to 2000 there is insufficient cost information available and therefore such assets are not valued in the financial statements.
Equipment used within the Church premises is depreciated on a straight line basis over 4 years. Individual items of equipment with a purchase price of £1,000 or less are written off when the asset is acquired. All such assets are separately disclosed on the Balance Sheet.
Investments
Investments are valued at market value at 31 December.
| 2. INCOMING RESOURCES 2(a) Voluntary income Planned giving: Gift aid donations Other Collections Gift Aid recoverable Grants Donations, appeals etc. 2(b) Income from investments Interest rec'd and Investment fund deficit/income 2(c) Church activities Church Hall lettings Parochial fees 2(d) Other incoming resources Fund raising Sundry other receipts Total income |
Unrestricted Designated Restricted Endowment TOTAL FUNDS Funds Funds Funds Funds 2023 2022 £ £ £ £ £ £ 23,377 380 760 24,517 24,129 5,200 5,200 7,875 2,110 2,110 2,243 7,790 120 152 8,062 8,152 2,150 2,300 4,450 0 445 445 625 |
|---|---|
| 38,922 2,650 3,212 0 44,784 43,024 |
|
| 1,827 2,882 492 1,859 7,060 -4,649 |
|
| 7,410 7,410 8,785 11,843 930 12,773 9,337 |
|
| 11,843 8,340 0 0 20,183 18,122 |
|
| 650 2,243 2,893 812 236 236 37 |
|
| 886 2,243 0 0 3,129 849 |
|
| 53,478 16,115 3,704 1,859 75,156 57,346 |
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ST JAMES CHURCH, ANSTON (Charity No: 1129033)
NOTES TO THE FINANCIAL STATEMENTS (Continued) For the year ending 31st December 2023
| 3. EXPENDITURE 3(a) Church activities Missionary and charitable giving Overseas Charis Ministries - Mel & Mandy Home CARE ROTHACS Bluebell Wood Hospice Yorkshire Bellringers Ministry: Diocesan Common Fund contribution Other ministry costs Light, heat, insurance and water rates Altar and service materials Cleaning expenses Boiler replacement Boiler and heating repairs Fire extinguisher service Electrical repairs Sound system repairs Other maintenance costs Training , books and housegroup materials Children and young peoples' ministry Church Hall running costs Church Hall roofing (2022-floor repairs) Printing, stationery and photocopying Christian Copyright licence Hardship payments Sumup donation machine Zoom subscriptions Independent examiner gift Other miscellaneous expenses 3(b) Raising funds Costs of gift envelopes Total expenditure |
Unrestricted Designated Restricted Endowment TOTAL FUNDS Funds Funds Funds Funds 2023 2022 £ £ £ £ £ £ 600 600 600 0 0 450 450 450 450 450 450 3 3 3 |
|---|---|
| 1,503 0 0 0 1,503 1,503 29,000 29,000 29,000 222 222 326 6,266 6,266 5,922 694 137 831 418 1,074 1,074 1,077 3,600 3,600 0 555 555 750 42 42 0 0 210 105 105 385 49 49 54 378 378 4 4,024 4,024 4,588 5,415 5,415 4,412 3,050 3,050 2,551 968 968 659 613 613 568 0 130 155 155 0 0 14 155 155 150 221 221 142 |
|
| 45,600 12,489 137 0 58,226 52,863 |
|
| 99 99 113 |
|
| 99 0 0 0 99 113 |
|
| 45,699 12,489 137 0 58,325 52,976 |
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ST JAMES CHURCH, ANSTON (Charity No: 1129033)
NOTES TO THE FINANCIAL STATEMENTS (Continued) For the year ending 31st December 2023
4. Related Party transactions
The total amount paid to PCC members as trustees of the charity for Childrens' work and other general expenses was £3,965 (2022 - £4,525) for the year.
5. Transfers between Funds
| The following transfers have been made between funds: General Fund to Childrens' and Families Worker Fund To fund Tracey Winfrow's work. 6. Debtors Gift aid tax recoverable (3 months, 2022-2 months) Church Hall rent debtors Fundraising Other debtor-Payment in advance for next year |
Unrestricted Designated Funds Funds £ £ -2,700 2,700 |
|---|---|
| 2023 2022 1,668 1,270 204 403 0 79 0 600 |
|
| 1,872 2,352 |
| 7. Liabilities Amounts falling due within one year Diocesan Common Fund contribution Accrual - electric and gas Accrual - donation to independent examiner Other creditors |
0 0 415 -483 155 150 -45 -18 |
|---|---|
| 525 -351 |
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ST JAMES CHURCH, ANSTON (Charity No: 1129033)
NOTES TO THE FINANCIAL STATEMENTS (Continued) For the year ending 31st December 2023
8. Funds (Unrestricted)
| At 1 January 2023 r General fund 7,715 General reserve fund 10,777 18,492 Previous year: At 1 January 2022 r General fund 1,510 General reserve fund 11,588 13,098 |
Incoming esources 52,499 979 53,478 Incoming esources 50,530 (811) 49,719 |
Resources expended (45,699) (45,699) Resources expended (41,425) (41,425) |
Transfers At 31 December 2023 (2,700) 11,815 11,756 (2,700) 23,571 Transfers At 31 December 2022 (2,900) 7,715 10,777 (2,900) 18,492 |
Transfers At 31 December 2023 (2,700) 11,815 11,756 (2,700) 23,571 Transfers At 31 December 2022 (2,900) 7,715 10,777 (2,900) 18,492 |
|---|---|---|---|---|
| 18,492 |
Note
The General fund reserve was set up some years ago as a buffer against a sudden loss of income or unexpected expenditure.
9. Funds (Designated)
| At 1 January 2023 r Church Hall fund 1,865 Fabric fund (Designated) 25,343 Outreach fund 2,317 Childrens' and Families Worker fund 87 Light and heat fund 29,612 Previous year: At 1 January 2022 r Church Hall fund 115 Fabric fund (Designated) 26,227 Outreach fund 2,492 Childrens' and Families Worker fund 1,040 29,874 |
Incoming esources 9,100 3,299 210 1,258 2,248 16,115 Incoming esources 8,713 (884) (175) 735 8,389 |
Resources expended (8,465) (4,024) (12,489) Resources expended (6,963) (4,588) (11,551) |
Transfers At 31 December 2023 2,500 28,642 2,527 2,700 21 2,248 2,700 35,938 Transfers At 31 December 2022 1,865 25,343 2,317 2,900 87 2,900 29,612 |
Transfers At 31 December 2023 2,500 28,642 2,527 2,700 21 2,248 2,700 35,938 Transfers At 31 December 2022 1,865 25,343 2,317 2,900 87 2,900 29,612 |
|---|---|---|---|---|
| 29,612 |
Notes
The Childrens' and Families Worker fund is being used to finance Tracey Winfrow's Children and Families work. The Light and heat fund consists of a couple of grants received from the Diocese towards higher utility bills following the recent energy crisis. Owing to fixed contract prices, we have not yet had to draw on these funds.
7
ST JAMES CHURCH, ANSTON (Charity No: 1129033)
NOTES TO THE FINANCIAL STATEMENTS (Continued) For the year ending 31st December 2023
10. Funds (Restricted)
| At 1 January 2023 r Hardship fund 1,839 Fabric fund (Restricted) 900 Wrights Bellringers fund 410 Brunch service fund 3,149 Previous year: At 1 January 2022 r Hardship fund 1,977 Fabric fund (Restricted) Wrights Bellringers fund 441 2,418 |
Incoming esources 173 2,994 37 500 3,704 Incoming esources (138) 900 (31) 731 |
Resources expended (137) (137) Resources expended 0 |
Transfers At 31 December 2023 2,012 3,894 447 363 0 6,716 Transfers At 31 December 2022 1,839 900 410 0 3,149 |
Transfers At 31 December 2023 2,012 3,894 447 363 0 6,716 Transfers At 31 December 2022 1,839 900 410 0 3,149 |
|---|---|---|---|---|
| 3,149 |
Note
The Hardship Fund was created to provide assistance to needy families at the discretion of the vicar/PCC.
11. Funds (Endowment)
| At 1 January 2023 r CBF re Church Hall 14,803 14,803 Previous year: At 1 January 2022 r CBF re Church Hall 16,296 16,296 |
Incoming esources 1,859 1,859 Incoming esources (1,493) (1,493) |
Resources expended 0 Resources expended 0 |
Transfers At 31 December 2023 16,662 0 16,662 Transfers At 31 December 2022 14,803 0 14,803 |
Transfers At 31 December 2023 16,662 0 16,662 Transfers At 31 December 2022 14,803 0 14,803 |
|---|---|---|---|---|
| 14,803 |
Note
This fund originates from the sale of the caretaker's cottage at the Church Hall many years ago.
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ST .1 IIIE% I.HI RI'.H. IISTIII If.harit! lo: 11')90:1'.1 INDEPENDE14T EXAMINER'S AEPORT Th15 report on ihe financial siareffntsolthe Ptcfarthe arended 315t tknbèr 2023. Pch afe set out on page5 Ito 8. is in respect olan Éxarntrnatioh carned out In accordance wrth ihe Church Accounti ReÉvlati(x)$ 2{"The Regulation5'1 and seCtIL 145 of the CharitsAa Xsll I'the A£i'l. As member5 of the PCC.you are responbIeor the preparatK0fthe finarKial $tents." conshlerthai the audit requirement of the Regulations and section 144121 of theA(tdo rt aopty. t is my responsibility to issue th port0T1th0Sefin4nciaI 5taternentsinaEC+xthncewith the temis of the Regulations. My exarnination Wa$carr0 in accordancewith theGenEral trrfthe Charity C(rtnmi5Sty under 5echon 14515llbl ol theArt and to be found in the Church Gubdance. Thar examinaiion IncldeS a reviv of the acconE1 records kept bythe PCCand4cwariKm of thE XCtyJnts Mth th records. It 8150 InclL4te5 consh4enn8 any uilusual items ordtthv uremJNen. The prcKedvres undertaken do not Pfthlde provide all the e¥idencethatwould be re4uifed and corowuentty I do n¢xeMpre55and audit opinH)n onthe view given by the accounts. Incrthnection t myexaminatth). fv) matter has clyne io m¥affeTrtKth: 11 which Elves me reasrA4bSe cause to belw& that In any matenal respert ihe reqyirefftnts." . to keep x£ounting records In aciordarKewith Section IOf theArt. and - to prepa lin•n¢ial staternents. which accord wrth the records aThJ comptywth the requirernentsof the Att and the Regulations ha% not been met.. or 21 to which. tn niy opin. artentK)Tr bedwawh thorderioenablea properunder5tandin8 ofthe account5to be rEaihtd. 1&8nedl Peter H Jones 27 CrimLarA¥enue Sheffield SI0 4EQ 19th February 2024