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2022-12-31-accounts

Charity number: 1129326

St Stephen's Church South Dulwich

Unaudited

Members' report and financial statements

for the year ended 31 December 2022

St Stephen's Church South Dulwich

Contents

Page
Reference and administrative details of the PCC, its Members and advisers 1
Members' report 2 - 5
Independent examiner's report 6
Statement of financial activities 7
Balance sheet 8
Notes to the financial statements 9 - 23

St Stephen's Church South Dulwich

Reference and administrative details of the PCC, its Members and advisers for the year ended 31 December 2022

Members The Reverend Canon Bernhard Schunemann, Incumbent and Chair
Tomos Reed, Curate (ex officio. Non-voting)
Reuben Akitunde, Elected 24 April 2022
Eleanor Bracken, Re-elected Church Warden 24 April 2022
Maria Branchini, Elected 24 April 2022
Martin Davies, Co-opted 16 June 2022
James Fraser, Elected 24 April 2022
Peter Frost, Re-elected 24 April 2022. Re-appointed Treasurer 16 June 2022
Joan Penny Fuller, Ex Officio, Deanery Synod. Appointed Principal Safeguarding
Officer 16 June 2022
Cordelia Hamilton-Fatoyinbo, Resigned 24 April 2022
Barney Hearnden, Re-elected and elected Church Warden 24 April 2022
Olivia Holmes, Re-elected and appointed Assistant Warden 24 April 2022
Michael Jenkins, Ex Officio, Deanery Synod
Trot Lavelle, Reader Emeritus co-opted. Elected 24 April 2022
Caroline Lenton-Ward, Re-elected 24 April 2022
Wayne Nelson
Susan Patterson, Ex Officio, Deanery Synod
Clare Perkins, Resigned 24 April 2022
Sandra Potter, Ex Officio, Deanery Synod. Resigned as Churchwarden 24 April
2022
Ovidiu Precup
Temple Sambo, Re-elected and Re-appointed Assistant Warden 24 April 2022
Heather Savini
Nicholas Vineall, Resigned 24 April 2022
Rosemary Waweru, Elected 24 April 2022
Martin Wheatley, Resigned as Member and Secretary 31 July 2022
John Wheen, Resigned 24 April 2022
Steven Hicks, Co-opted and appointed Secretary 24 November 2022

Charity registered number 1129326 Principal office St Stephen's Church College Road London SE21 7HW Accountants Kreston Reeves LLP Chartered Accountants 2nd Floor 168 Shoreditch High Street London E1 6RA Bankers National Westminster Bank Plc 209 Lower Addiscombe Road Croydon CR0 6RB

Page 1

St Stephen's Church South Dulwich

Members' report for the year ended 31 December 2022

The Members present their annual report together with the financial statements of the PCC for the year ended 31 December 2022.

Objectives and activities

a. Policies and objectives

Our aim is to be a broad and inclusive church valuing formal liturgy, challenging preaching and fine music, while aiming also to serve our community and parish, striving to make Christ’s presence real in our community. Such objectives incorporate a pro-active approach to diversity and multi-faith activity.

In setting these objectives and planning for activities, the Trustees have given due consideration to general guidance published by the Charity Commission relating to public benefit, including the guidance “Public benefit: running a charity (PB2)”.

b. Strategies for achieving objectives

Our strategy and objectives have continued during 2022 and have been accelerating with the reduction in COVID lockdowns and other restrictions experienced during the previous year. These have included:

c. Activities undertaken to achieve objectives

Page 2

St Stephen's Church South Dulwich

Members' report (continued) for the year ended 31 December 2022

Objectives and activities (continued)

d. Main activities undertaken to further the PCC's purposes for the public benefit

Achievements and performance

a. Other main achievements of the PCC

Financial review

a. Going concern

After making appropriate enquiries, the Parochial Church Council has a reasonable expectation that it has adequate resources to continue in operational existence for the foreseeable future. For this reason, it continues to adopt the going concern basis in preparing these financial statements. Further details regarding the adoption of the going concern basis are in the accounting policies

Page 3

St Stephen's Church South Dulwich

Members' report (continued) for the year ended 31 December 2022

b. Reserves policy

The reserves maintained by the Church, other than those represented by restricted funds, consists of Designated Funds for Repairs and for a Church Fabric and Mission Fund as well as the General Fund (all of which are Free Reserves).

The PCC decides each year on the transfer, if any, between these three funds based on the actual and anticipated expenditure appropriate to each fund, consistent with maintaining sufficient in the General Fund to meet possible fluctuations in operating income and expenses.

At 31 December 2022, the amounts allocated were as follows:

Designated Funds: Repairs £150,000 Church Fabric and Mission £120,242 -------------£270,242 General Fund £95,516 -------------Total Unrestricted Funds £365,758 (2021: £460,088) =======

The PCC believes that having made provision in the Designated Fund for possible future repairs, the free reserves necessary to sustain its operations is in the order of £50,000.

Total restricted funds as at 31 December 2022 were £192,562 (2021: £206,192).

Structure, governance and management

a. Constitution

St Stephen's Church South Dulwich is a registered charity, number 1129326, and is constituted under a Charity Commission Scheme.

b. Methods of appointment or election of Members

The management of the PCC is the responsibility of the Members who are elected and co-opted under the terms of the Trust deed.

Page 4

St Stephen's Church South Dulwich

Members' report (continued) for the year ended 31 December 2022

Statement of Members' responsibilities

The Members are responsible for preparing the Members' report and the financial statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice).

The law applicable to charities in England & Wales requires the Members 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 its incoming resources and application of resources, including its income and expenditure, for that period. In preparing these financial statements, the Members are required to:

The Members are responsible for keeping adequate accounting records that are sufficient to show and explain the PCC's transactions and disclose with reasonable accuracy at any time the financial position of the PCC and enable them to ensure that the financial statements comply with the Charities Act 2011, the Charity (Accounts and Reports) Regulations 2008 and the provisions of the Charity Commission Scheme. 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.

Approved by order of the members of the board of Members on 23 March 2023 and signed on their behalf by:

The Reverend Bernhard Schunemann Incumbent and Chair

Page 5

St Stephen's Church South Dulwich

Independent examiner's report

for the year ended 31 December 2022

Independent examiner's report to the Members of St Stephen's Church South Dulwich ('the PCC')

I report to the charity Members on my examination of the accounts of the PCC for the year ended 31 December 2022.

Responsibilities and basis of report

As the Members of the PCC you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 ('the 2011 Act').

I report in respect of my examination of the PCC's accounts carried out under section 145 of the 2011 Act and in carrying out my examination I have followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the 2011 Act.

Independent examiner's statement

Your attention is drawn to the fact that the PCC has prepared the accounts in accordance with Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) in preference to the Accounting and Reporting by Charities: Statement of Recommended Practice issued on 1 April 2005 which is referred to in the extant regulations but has been withdrawn.

I understand that this has been done in order for the accounts to provide a true and fair view in accordance with the Generally Accepted Accounting Practice effective for reporting periods beginning on or after 1 January 2015.

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

  1. accounting records were not kept in respect of the PCC as required by section 130 of the 2011 Act; or

  2. the accounts do not accord with those records; or

  3. the accounts do not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a 'true and fair' view which is not a matter considered as part of an independent examination.

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

This report is made solely to the PCC's Members, as a body, in accordance with Part 4 of the Charities (Accounts and Reports) Regulations 2008. My work has been undertaken so that I might state to the PCC's Members those matters I am required to state to them in an Independent examiner's report and for no other purpose. To the fullest extent permitted by law, I do not accept or assume responsibility to anyone other than the PCC and the PCC's Members as a body, for my work or for this report.

Signed: Peter Hudson

Dated: 23 March 2023 BA, FCA

Kreston Reeves LLP

Chartered Accountants London

Page 6

St Stephen's Church South Dulwich

Statement of financial activities for the year ended 31 December 2022

Note
Income from:
Donations and legacies
3
Charitable activities
4
Investments
5
Total income
Expenditure on:
Charitable activities
6
Total expenditure
Net movement in funds
Reconciliation of funds:
Total funds brought forward
Net movement in funds
Total funds carried forward
Restricted
funds
2022
£
7,603
-
-
7,603
21,233
21,233
(13,630)
206,192
(13,630)
192,562
Unrestricted
funds
2022
£
160,421
80,662
914
241,997
336,327
336,327
(94,330)
460,088
(94,330)
365,758
Total
funds
2022
£
168,024
80,662
914
249,600
357,560
357,560
(107,960)
666,280
(107,960)
558,320
Total
funds
2021
£
360,511
73,691
26
434,228
323,594
323,594
110,634
555,646
110,634
666,280

The Statement of financial activities includes all gains and losses recognised in the year.

The notes on pages 9 to 23 form part of these financial statements.

Page 7

St Stephen's Church South Dulwich

Balance sheet as at 31 December 2022

Note
Fixed assets
Tangible assets
10
Current assets
Debtors
11
Cash at bank and in hand
Creditors: amounts falling due within one
year
12
Net current assets
Total net assets
Charity funds
Restricted funds
13
Unrestricted funds
13
Total funds
25,431
418,935
444,366
(64,106)
2022
£
178,060
178,060
380,260
558,320
192,562
365,758
558,320
10,745
551,942
562,687
(80,607)
2021
£
184,200
184,200
482,080
666,280
206,192
460,088
666,280

The financial statements were approved and authorised for issue by the Members on 23 March 2023 and signed on their behalf by:

The Reverend Bernhard Schunemann

Incumbent and Chair

The notes on pages 9 to 23 form part of these financial statements.

Page 8

St Stephen's Church South Dulwich

Notes to the financial statements for the year ended 31 December 2022

1. General information

St Stephen's Church South Dulwich is a registered charity, number 1129326. The constitution of the charity is that laid down by the laws relating to the Church of England. The principle office of the Church is as detailed on page 1.

2. Accounting policies

2.1 Basis of preparation of financial statements

The financial statements have been prepared in accordance with the Charities SORP (FRS 102) - Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (published January 2019), the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) and the Charities Act 2011.

The financial statements have been prepared to give a 'true and fair' view and have departed from the Charities (Accounts and Reports) Regulations 2008 only to the extent required to provide a 'true and fair' view. This departure has involved following the Charities SORP (FRS 102) published in January 2019 rather than the Accounting and Reporting by Charities: Statement of Recommended Practice effective from 1 April 2005 which has since been withdrawn.

St Stephen's Church South Dulwich meets the definition of a public benefit entity under FRS 102.

2.2 Income

All income is recognised once the PCC has entitlement to the income, it is probable that the income will be received and the amount of income receivable can be measured reliably.

The recognition of income from legacies is dependent on establishing entitlement, the probability of receipt and the ability to estimate with sufficient accuracy the amount receivable. Evidence of entitlement to a legacy exists when the PCC has sufficient evidence that a gift has been left to them (through knowledge of the existence of a valid will and the death of the benefactor) and the executor is satisfied that the property in question will not be required to satisfy claims in the estate. Receipt of a legacy must be recognised when it is probable that it will be received and the fair value of the amount receivable, which will generally be the expected cash amount to be distributed to the PCC, can be reliably measured.

Income tax recoverable in relation to investment income is recognised at the time the investment income is receivable.

Page 9

St Stephen's Church South Dulwich

Notes to the financial statements for the year ended 31 December 2022

2. Accounting policies (continued)

2.3 Expenditure

Expenditure is recognised once there is a legal or constructive obligation to transfer economic benefit to a third party, it is probable that a transfer of economic benefits will be required in settlement and the amount of the obligation can be measured reliably. Expenditure is classified by activity. The costs of each activity are made up of the total of direct costs and shared costs, including support costs involved in undertaking each activity. Direct costs attributable to a single activity are allocated directly to that activity. Shared costs which contribute to more than one activity and support costs which are not attributable to a single activity are apportioned between those activities on a basis consistent with the use of resources. Central staff costs are allocated on the basis of time spent, and depreciation charges allocated on the portion of the asset’s use.

Expenditure on charitable activities is incurred on directly undertaking the activities which further the PCC's objectives, as well as any associated support costs.

All expenditure is inclusive of irrecoverable VAT.

2.4 Interest receivable

Interest on funds held on deposit is included when receivable and the amount can be measured reliably by the PCC; this is normally upon notification of the interest paid or payable by the institution with whom the funds are deposited.

2.5 Tangible fixed assets and depreciation

Tangible fixed assets are initially recognised at cost. After recognition, under the cost model, tangible fixed assets are measured at cost less accumulated depreciation and any accumulated impairment losses. All costs incurred to bring a tangible fixed asset into its intended working condition should be included in the measurement of cost.

Where assets are related to the mission of the Church rather than the structure of the building they are treated as an expense in the year in which they arise.

Depreciation is charged so as to allocate the cost of tangible fixed assets less their residual value over their estimated useful lives, using the straight-line method.

Depreciation is provided on the following basis:

2.6 Debtors

Trade and other debtors are recognised at the settlement amount after any trade discount offered. Prepayments are valued at the amount prepaid net of any trade discounts due.

2.7 Cash at bank and in hand

Cash at bank and in hand includes cash and short-term highly liquid investments with a short maturity of three months or less from the date of acquisition or opening of the deposit or similar account.

Page 10

St Stephen's Church South Dulwich

Notes to the financial statements for the year ended 31 December 2022

2. Accounting policies (continued)

2.8 Liabilities and provisions

Liabilities are recognised when there is an obligation at the Balance sheet date as a result of a past event, it is probable that a transfer of economic benefit will be required in settlement, and the amount of the settlement can be estimated reliably.

Liabilities are recognised at the amount that the PCC anticipates it will pay to settle the debt or the amount it has received as advanced payments for the goods or services it must provide.

Provisions are measured at the best estimate of the amounts required to settle the obligation. Where the effect of the time value of money is material, the provision is based on the present value of those amounts, discounted at the pre-tax discount rate that reflects the risks specific to the liability. The unwinding of the discount is recognised in the Statement of financial activities as a finance cost.

2.9 Financial instruments

The PCC only has financial assets and financial liabilities of a kind that qualify as basic financial instruments. Basic financial instruments are initially recognised at transaction value and subsequently measured at their settlement value with the exception of bank loans which are subsequently measured at amortised cost using the effective interest method.

2.10 Operating leases

Rentals paid under operating leases are charged to the Statement of financial activities on a straight line basis over the lease term.

2.11 Fund accounting

General funds are unrestricted funds which are available for use at the discretion of the Members in furtherance of the general objectives of the PCC and which have not been designated for other purposes.

Designated funds comprise unrestricted funds that have been set aside by the Members for particular purposes. The aim and use of each designated fund is set out in the notes to the financial statements.

Restricted funds are funds which are to be used in accordance with specific restrictions imposed by donors or which have been raised by the PCC for particular purposes. The costs of raising and administering such funds are charged against the specific fund. The aim and use of each restricted fund is set out in the notes to the financial statements.

Investment income, gains and losses are allocated to the appropriate fund.

Page 11

St Stephen's Church South Dulwich

Notes to the financial statements for the year ended 31 December 2022

3. Income from donations and legacies

Donations
Planned giving
Collections
Gift aid tax claimed
Subtotal detailed disclosure
Donations
Legacies
Grants
Subtotal
Total 2022
Donations
Planned giving
Collections
Gift aid tax claimed
Subtotal detailed disclosure
Donations
Legacies
Grants
Subtotal
Total 2021
Restricted
funds
2022
£
-
-
-
-
4,603
-
3,000
7,603
7,603
Restricted
funds
2021
£
-
-
-
-
2,604
-
9,000
11,604
11,604
Unrestricted
funds
2022
£
102,420
9,991
22,010
134,421
-
26,000
-
26,000
160,421
Unrestricted
funds
2021
£
99,560
4,460
19,617
123,637
-
225,270
-
225,270
348,907
Total
funds
2022
£
102,420
9,991
22,010
134,421
4,603
26,000
3,000
33,603
168,024
Total
funds
2021
£
99,560
4,460
19,617
123,637
2,604
225,270
9,000
236,874
360,511

Page 12

St Stephen's Church South Dulwich

Notes to the financial statements for the year ended 31 December 2022

4. Income from charitable activities

Wedding fees
Funeral fees
Church and hall
Mobile aerial rent
Total 2022
Wedding fees
Funeral fees
Church hall
Mobile aerial rent
Total 2021
Unrestricted
funds
2022
£
12,745
6,155
46,268
15,494
80,662
Unrestricted
funds
2021
£
11,831
5,573
41,987
14,300
73,691
Total
funds
2022
£
12,745
6,155
46,268
15,494
80,662
Total
funds
2021
£
11,831
5,573
41,987
14,300
73,691

5. Investment income

Unrestricted
funds
2022
£
Bank interest received
914
Unrestricted
funds
2021
£
Bank interest received
26
Total
funds
2022
£
914
Total
funds
2021
£
26

Page 13

St Stephen's Church South Dulwich

Notes to the financial statements

for the year ended 31 December 2022

6. Analysis of expenditure on charitable activities

Summary by fund type

Ministry
Property
Fabric and mission
Ministry
Property
Fabric and mission
Restricted
funds
2022
£
15,093
6,140
-
21,233
Restricted
funds
2021
£
12,232
6,140
-
18,372
Unrestricted
funds
2022
£
172,427
41,364
122,536
336,327
Unrestricted
funds
2021
£
157,355
39,375
108,492
305,222
Total
funds
2022
£
187,520
47,504
122,536
357,560
Total
funds
2021
£
169,587
45,515
108,492
323,594

7. Analysis of expenditure by activities

Ministry
Property
Fabric and mission
Activities
undertaken
directly
2022
£
166,775
45,563
122,536
334,874
Support
costs
2022
£
20,745
1,941
-
22,686
Total
funds
2022
£
187,520
47,504
122,536
357,560

Page 14

St Stephen's Church South Dulwich

Notes to the financial statements for the year ended 31 December 2022

7. Analysis of expenditure by activities (continued)

Ministry
Property
Fabric and mission
Activities
undertaken
directly
2021
£
155,712
43,643
108,492
307,847
Support
costs
2021
£
13,875
1,872
-
15,747
Total
funds
2021
£
169,587
45,515
108,492
323,594

Page 15

St Stephen's Church South Dulwich

Notes to the financial statements for the year ended 31 December 2022

7. Analysis of expenditure by activities (continued)

Analysis of direct costs

Depreciation
Diocesan Quota
Music and choir
Other musicians
Music licences and tuning
Sanctuary
Clergy expenses
Wedding expenses
Funeral expenses
Donations
Water
Gas
Electricity
Repairs and renewals
Cleaning
Security
Insurance
Waste management
Janitorial
Gardening
Fabric and mission - Sound project
Fabric and mission - Lighting project
Fabric and mission - Stained Glass project
Organ repairs
Lay ministry
Choral scholars expenses
Managed concerts expenses
Dulwich Woods primary school expenses
Music enhancement expenses
Ouseley Church Music Trust expenses
Fabric and mission - Electronic organ
Youth work
Ministry
2022
£
-
105,000
18,214
4,120
854
2,345
11,284
6,293
3,432
2,316
-
-
-
-
-
-
-
-
-
-
-
-
-
828
309
1,496
671
2,700
943
1,900
-
4,070
166,775
Property
2022
£
6,140
-
-
-
-
-
-
-
-
-
192
8,224
6,131
5,020
6,726
2,449
5,801
1,843
1,417
1,620
-
-
-
-
-
-
-
-
-
-
-
-
45,563
Fabric and
mission
2022
£
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
40,087
41,999
21,500
-
-
-
-
-
-
-
18,950
-
122,536
Total
funds
2022
£
6,140
105,000
18,214
4,120
854
2,345
11,284
6,293
3,432
2,316
192
8,224
6,131
5,020
6,726
2,449
5,801
1,843
1,417
1,620
40,087
41,999
21,500
828
309
1,496
671
2,700
943
1,900
18,950
4,070
334,874

Page 16

St Stephen's Church South Dulwich

Notes to the financial statements for the year ended 31 December 2022

7. Analysis of expenditure by activities (continued)

Analysis of direct costs (continued)

Depreciation
Diocesan Quota
Music and choir
Other musicians
Music licences and tuning
Sanctuary
Clergy expenses
Wedding expenses
Funeral expenses
Donations
Water
Gas
Electricity
Repairs and renewals
Cleaning
Security
Insurance
Waste management
Janitorial
Fabric and mission - Lighting and Piano
Organ repairs
Lay ministry
Choral scholars expenses
Managed concerts expenses
Dulwich Woods primary school expenses
Music enhancement expenses
Youth work
Ministry
2021
£
-
105,000
7,642
6,270
934
1,877
11,282
5,325
3,100
2,444
-
-
-
-
-
-
-
-
-
-
4,620
464
2,350
1,000
1,200
300
1,904
155,712
Property
2021
£
6,140
-
-
-
-
-
-
-
-
-
970
8,387
7,012
2,535
7,422
2,395
5,527
1,654
1,601
-
-
-
-
-
-
-
-
43,643
Fabric and
mission
2021
£
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
108,492
-
-
-
-
-
-
-
108,492
Total
funds
2021
£
6,140
105,000
7,642
6,270
934
1,877
11,282
5,325
3,100
2,444
970
8,387
7,012
2,535
7,422
2,395
5,527
1,654
1,601
108,492
4,620
464
2,350
1,000
1,200
300
1,904
307,847

Page 17

St Stephen's Church South Dulwich

Notes to the financial statements for the year ended 31 December 2022

7. Analysis of expenditure by activities (continued)

Analysis of support costs

Photocopying
Secretarial
Printing
Telephone
General expenses
Caretaker
Independent examiner's fee
Ministry
2022
£
2,222
7,017
1,175
7,040
861
-
2,430
20,745
Property
2022
£
-
-
-
-
-
1,941
-
1,941
Total
funds
2022
£
2,222
7,017
1,175
7,040
861
1,941
2,430
22,686
Ministry
2021
£
Photocopying
3,496
Secretarial
4,488
Printing
648
Telephone
2,778
General expenses
725
Caretaker
-
Independent examiner's fee
1,740
13,875
8.
Independent examiner's remuneration
Fees payable to the PCC's independent examiner for the independent
examination of the PCC's annual accounts
Property
2021
£
-
-
-
-
-
1,872
-
1,872
2022
£
2,430
Total
funds
2021
£
3,496
4,488
648
2,778
725
1,872
1,740
15,747
2021
£
1,740

9. Members' remuneration and expenses

During the year, one member of the PCC recevied remuneration of £2,400 as a professional singer for junior choir tuition. No other member received any remuneration or other benefits during the year (2021 - £NIL).

Page 18

St Stephen's Church South Dulwich

Notes to the financial statements

for the year ended 31 December 2022

9. Members' remuneration and expenses (continued)

During the year ended 31 December 2022, expenses totalling £11,593 were reimbursed or paid directly to 3 Members (2021 - £11,746 to 3 Members). These were expenses incurred by the Clergy and lay ministry in the performance of their duties.

10. Tangible fixed assets

Cost or valuation
At 1 January 2022
At 31 December 2022
Depreciation
At 1 January 2022
Charge for the year
At 31 December 2022
Net book value
At 31 December 2022
At 31 December 2021
11.
Debtors
Due within one year
Other debtors
Prepayments and accrued income
Tax recoverable
12.
Creditors: Amounts falling due within one year
Trade creditors
2022
£
473
22,640
2,318
25,431
2022
£
64,106
Freehold
property
£
307,000
307,000
122,800
6,140
128,940
178,060
184,200
2021
£
82
7,730
2,933
10,745
2021
£
80,607

Page 19

St Stephen's Church South Dulwich

Notes to the financial statements for the year ended 31 December 2022

13. Statement of funds

Statement of funds - current year

Unrestricted funds
Designated funds
Repair Fund
Fabric and Mission Fund
General funds
General Funds
Total Unrestricted funds
Restricted funds
Millennium Hall Fund
Choral Scholars Fund
Curate's Fund
Music Enhancement Fund
Managed Concerts Fund
Dulwich Woods Primary School Fund
Ouseley Church Music Trust Fund
Total of funds
Balance at 1
January
2022
£
150,000
226,778
376,778
83,310
460,088
184,200
1,496
10,938
1,087
671
1,800
6,000
206,192
666,280
Income
£
-
26,000
26,000
215,997
241,997
-
-
-
2,811
-
3,000
1,792
7,603
249,600
Expenditure
£
-
(132,536)
(132,536)
(203,791)
(336,327)
(6,140)
(1,496)
(7,383)
(943)
(671)
(2,700)
(1,900)
(21,233)
(357,560)
Balance at
31
December
2022
£
150,000
120,242
270,242
95,516
365,758
178,060
-
3,555
2,955
-
2,100
5,892
192,562
558,320

Page 20

St Stephen's Church South Dulwich

Notes to the financial statements for the year ended 31 December 2022

13. Statement of funds (continued)

Statement of funds - prior year

Unrestricted funds
Designated funds
Repair Fund
Fabric and Mission Fund
General funds
General Funds
Total Unrestricted funds
Restricted funds
Millennium Hall Fund
Choral Scholars Fund
Curate's Fund
Music Enhancement Fund
Managed Concerts Fund
Dulwich Woods Primary School Fund
Ouseley Church Music Trust Fund
Total of funds
Balance at
1 January
2021
£
150,000
120,000
270,000
72,686
342,686
190,340
3,000
18,320
1,300
-
-
-
212,960
555,646
Income
£
-
225,270
225,270
197,354
422,624
-
846
-
87
1,671
3,000
6,000
11,604
434,228
Expenditure
£
-
(118,492)
(118,492)
(186,730)
(305,222)
(6,140)
(2,350)
(7,382)
(300)
(1,000)
(1,200)
-
(18,372)
(323,594)
Balance at
31
December
2021
£
150,000
226,778
376,778
83,310
460,088
184,200
1,496
10,938
1,087
671
1,800
6,000
206,192
666,280

Page 21

St Stephen's Church South Dulwich

Notes to the financial statements for the year ended 31 December 2022

14. Summary of funds

Summary of funds - current year

Designated funds
General funds
Restricted funds
Summary of funds - prior year
Designated funds
General funds
Restricted funds
Balance at 1
January
2022
£
376,778
83,310
206,192
666,280
Balance at
1 January
2021
£
270,000
72,686
212,960
555,646
Income
£
26,000
215,997
7,603
249,600
Income
£
225,270
197,354
11,604
434,228
Expenditure
£
(132,536)
(203,791)
(21,233)
(357,560)
Expenditure
£
(118,492)
(186,730)
(18,372)
(323,594)
Balance at
31
December
2022
£
270,242
95,516
192,562
558,320
Balance at
31
December
2021
£
376,778
83,310
206,192
666,280

15. The use to which the various funds can be put

Designated funds

The Repair fund is a designated fund held to assist with major repairs that arise on the fabric of the Church and Hall.

The Fabric and Mission fund is a designated fund held to provide for the anticipated significant expenditure to enhance the church's lighting, audio/visual and related capabilities to support its mission.

Restricted funds

The Millenium Hall fund represents funds raised to build the church hall, the cost of which is being written down in accordance with the accounting policy on freehold property.

The Curate's fund represents monies donated to assist with the Curate's rent of a suitable property.

The Choral Scholars' fund represents a grant for a choral music project.

The Ouseley Church Music Trust fund represents a grant to support the church choir.

The Dulwich Wood Primary School grant is to support children's singing in the school.

The Managed Concert fund represents donations received towards future concert costs.

Page 22

St Stephen's Church South Dulwich

Notes to the financial statements for the year ended 31 December 2022

16. Analysis of net assets between funds

Analysis of net assets between funds - current year

Tangible fixed assets
Current assets
Creditors due within one year
Total
Restricted
funds
2022
£
178,060
14,502
-
192,562
Unrestricted
funds
2022
£
-
429,864
(64,106)
365,758
Total
funds
2022
£
178,060
444,366
(64,106)
558,320

Analysis of net assets between funds - prior year

Tangible fixed assets
Current assets
Creditors due within one year
Total
Restricted
funds
2021
£
184,200
21,992
-
206,192
Unrestricted
funds
2021
£
-
540,695
(80,607)
460,088
Total
funds
2021
£
184,200
562,687
(80,607)
666,280

17. Operating lease commitments

At 31 December 2022 the PCC had commitments to make future minimum lease payments under noncancellable operating leases as follows:

Not later than 1 year
Later than 1 year and not later than 5 years
2022
£
2,150
5,374
7,524
2021
£
2,788
7,523
10,311

18. Related party transactions

The PCC has not entered into any related party transaction during the year, nor are there any outstanding balances owing between related parties and the PCC at 31 December 2022.

Page 23