OpenCharities

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

2024-12-31-accounts

THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST MARY THE LESS, CAMBRIDGE

FOR THE YEAR ENDED 31 DECEMBER 2024

REGISTERED CHARITY No 1130017

ANNUAL REPORT AND FINANCIAL STATEMENTS OF THE PAROCHIAL CHURCH COUNCIL FOR THE YEAR ENDING 31 DECEMBER 2024

Background

The Parochial Church Council of Little St has its responsibilities to the Church vested in it by Church of England Governance Rules. These include responsibilities relating to the financial affairs of the Parish, the care, maintenance and preservation of the fabric of the church and the churchyard and to the protection by the Parish of the whole mission of the Church: pastoral, evangelistic, social and ecumenical.

The correspondence address is: The Parish Church of St Mary the Less, Trumpington Street, Cambridge CB2 1QG Tel. (01223) 366202 Registered Charity No. 1130017

Membership

The membership of the Parochial Church Council is governed by the Church Representation Rules, certain members sitting on the Council ex officio and others being elected at the Annual Parochial Church Meeting (APCM).

The Revd Dr Robert Michael Mackley Vicar The Revd Mark Andrew Bishop Associate Priest The Revd Edward David Green Assistant Curate (from Aug 2023) Churchwardens: Geoffrey Howe from APCM 2024 Josephine Mary Wibberley from APCM 2024 (Lay chairperson)

Members of Diocesan Synod: Josephine Mary Wibberley (2024-27) Richard Gareth Llewelyn Morgan (2024-27) Members of the South Cambridge Deanery Synod Francis Stephen Curtis Thomas (2023-26) resigned March 2025 Richard Gareth Llewelyn Morgan (2023-26)

Elected Members: Date elected: Term expiring:
Ann Auger APCM 2022 APCM 2025
(resigned March 2024)
Franco Giuseppe Giacinto Basso
APCM 2022
APCM 2025
Patricia Pires Boulhosa APCM 2022 APCM 2025
Patricia Elizabeth Davies APCM 2022 APCM 2025
Robert Shaw de Wolf APCM 2024 APCM 2027
Catherine Mary Groom APCM 2022 APCM 2025
Richard Martin APCM 2021 APCM 2024
Jeremy Gibson Dixon Musson APCM 2024 APCM 2027
Lucy Rosamond McKitterick APCM 2022 APCM 2025
Janet Eileen Nevitt APCM 2024 APCM 2027 (deceased 12.11.24)
Mark Nigel Edward Patrick APCM 2023 APCM 2026
Heidi Louise Thomas APCM 2023 APCM 2026
Helen Elizabeth Thompson
APCM 2023
APCM 2026
Barbara Jean Wilcox
APCM 2023
APCM 2026
Christine Tipple (seconded) May 2023 APCM 2026
James West (ex officio, Assistant Treasurer)
Sept 2023 (resigned March 2024)
Kathryn Mary Jones Co-opted June 2024

The PCC met 6 times in 2024. Meetings were held in January, March, May, July, September and November 2024.

Committees

The PCC operates in the main through full meetings of its members. As required by Church of England Governance Rules, there is a Standing Committee which meets regularly in order to transact the business of the PCC, subject to any direction given by the Council. Formal committees have been constituted to direct and administer particular interests of the Council as follows:

social responsibility work at home and abroad

  - Management of an annual Christian Giving Review

  - Administration of the Music Fund and Choir

  - Social events

  - Building and Maintenance

Public Benefit

The PCC has considered the Charity Commission's guidance on public benefit and, in particular, the specific guidance on charities for the advancement of religion. In particular the PCC try to help people without exception to live out their faith as part of the local community by using their funds to enable

  1. Regular acts of worship open to the public and by administration of the sacraments. The church is open daily to visitors for quiet contemplation and prayer, and religious literature is provided.

  2. Offering spiritual support and friendship to any who desire it.

  3. Promoting the Christian faith among all people and at all levels. For example in our work with church, our choir, and providing learning resources such as Advent and Lent Groups and our initiative.

  4. Visiting and befriending the elderly and unwell.

  5. Maintaining our church fabric and garden.

  6. Social activities for our congregation and beyond such as providing hospitality after Sunday Masses and significant festivals, regular Parish lunches, our successful annual Parish Barbecue.

  7. Our Parish Centre to be available for hire by local groups & charities.

  8. Supporting local charities eg The Foodbank and Whitworth Trust and others through our voluntary donations and the arrangement of special fundraising events. 9. Participating in Ecumenical dialogue at a local level and beyond.

Risk Management

The major risks to which the PCC is exposed have been identified, reviewed and systems established to manage those risks.

responsibilities

The PCC members are responsible for preparing financial statements for each financial year which give a true and fair view of the state of affairs of the PCC as at the end of the financial year and of the surplus or deficit of the PCC for that period. In preparing those financial statements, the PCC members are required to:

  1. Select suitable accounting policies and then apply them consistently.

  2. Make judgements and estimates that are reasonable and prudent. 3. Comply with applicable Accounting Standards, subject to any material departures disclosed and explained in the financial statements.

  3. Prepare the financial statements on the going concern basis unless it is inappropriate to presume that the PCC will continue in business.

The PCC members are responsible for maintaining proper accounting records that disclose with reasonable accuracy at any time the financial position of the trust and to enable them to ensure that the financial statements comply with 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.

FINANCIAL ACCOUNTS FOR THE YEAR ENDING 31 DECEMBER 2024

THE PARISH OF SAINT MARY THE LESS, CAMBRIDGE

IN THE DIOCESE OF ELY

The accounts for year ending 31 December 2024 have shown an overall surplus, however, most importantly this position has been reached thanks to a generous donation from one individual, and the day to day expenses have been partially met by using income intended to support an Associate Vicar.

Overall, total income was £302,496 and total expenditure was £236,478, a surplus of £66,018. A large contribution to this surplus is a donation of £50,000 for the purpose of funding an additional priest, therefore without this there would be only a surplus of £16,018. Unlike in 2023 no transfers of funds have been required for general expenses, but in 2024 we have not had an Associate Vicar in post, but a Diocesan funded Assistant Curate, and we also had a Lay Parish Assistant for only 7 months of the year. Those factors explain some of the reduction in expenses compared with 2023, but also 2023 had exceptional costs associated with roofing repairs to 8 Portugal Place.

Of greater concern is that unrestricted funds have increased by £4,495, but included in that are two legacies totalling £5,000 that means that general donations are down by £505 in 2024. This should be addressed in 2025, as we cannot depend on legacies, or one off generous donations.

Our investments have all increased in value. The Waring Investment Fund (Rathbones Portfolio) was mentioned in the report for 2023 to be watched; this has also increased in value, in addition to £18,000 paid out. This is part of the money referred to as intended to fund an Associate Vicar, but in 2024 has helped daily running costs.

The net assets of the Church have increased from £1,269,867 to £1,363,946, an increase of £94,079, which includes the gift of £50,000.

During 2024, as we saw a more positive financial position than in 2023, we were able to make donations tal of £10,377 was distributed in October 2024, and additional fundraising for specific charities throughout the year resulted in LSM donating £13,068 to charities in the UK and Overseas as part of our Mission.

In conclusion, while 2024 looks a more positive year than either 2023, or indeed 2022 when our finances had not recovered from the effects of the Covid pandemic, there definitely needs to be an increase in receipts from general donations if we wish to continue our Mission of Eucharistic and Sacramental Life, to fund an Associate Vicar, and to help those in need.

Kathryn Jones

March 2025

THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST MARY THE LESS, CAMBRIDGE

STATEMENT OF FINANCIAL ACTIVITIES (incorporating the Income and Expenditure Account) FOR THE YEAR ENDED 31 DECEMBER 2024

Unrestricted Designated
Restricted Endowment
Total
Note
Funds
Funds
Funds
Funds
2024
£
£
£
£
£
Income
Donations and legacies
2(a)
153,997
50,000
4,127
-
208,124
Charitable activities
2(b)
44,987
-
9,084
-
54,071
Income from investments
2(c)
3,068
27,058
10,176
-
40,302
Total income
202,052
77,058
23,387
-
302,496
Expenditure
Cost of generating funds
3(a)
-
6,666
-
-
6,666
Charitable activities:
Ministerial costs
3(b)
99,019
-
24,763
-
123,782
Costs of Church activities
3(c)
88,718
-
1,844
-
90,562
Grants
3(d)
12,370
-
698
-
13,068
Governance costs
3(e)
2,400
-
-
-
2,400
Total expenditure
202,506
6,666
27,306
-
236,478
Net income/(deficit) before investment gains / losses
(454)
70,392
(3,919)
-
66,018
Net gains on investments
Unrealised (loss)/ gains on investment assets
4
-
20,386
-
7,674
28,060
Net income for the year before transfers
(454)
90,777
(3,919)
7,674
94,079
Transfers between funds
8,427
(18,000)
9,573
-
-
Net Movement in Funds
7,973
72,777
5,654
7,674
94,079
Fund Balances b/fwd at 1 January 2024
12,001
883,060
39,281
335,526
1,269,867
Fund Balances c/fwd at 31 December 2024
19,974
955,837
44,935
343,200
1,363,946
Total
2023
£
207,570
51,122
37,760
296,452
6,407
159,231
146,711
6,712
2,400
321,460
(25,008)
36,556
11,548
-
11,548
1,258,320
1,269,867

Income and expenditure is derived solely from continuing operations.

The attached notes form part of these financial statements.

i.mp 11447 ItW.47è 91.616 114Ats7 11 .•74 Iwd Qr

THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST MARY THE LESS, CAMBRIDGE

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 DECEMBER 2024

1 ACCOUNTING POLICIES

1a Basis of preparation

St Mary The Less, Cambridge is a public benefit entity as defined by FRS 102. The financial statements have been prepared in accordance with Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing accounts in accordance with the Financial Reporting Standard applicable to the UK and Republic of Ireland (SORP FRS102), the Financial Reporting Standard applicable in the United Kingdom and Republic of Ireland (FRS102), and the Charities Act 2011. The Financial statements are prepared on a going concern basis under the historical cost convention, modified to include certain items at fair value. Significant accounting policies applied are set out below.

1b Going concern basis

The Trustees consider that the going concern basis is appropriate as they consider the reserves levels and expected income to be at sufficient levels to ensure that the charity can meet its financial obligations for the next 18 months.

Financial Reporting Standard 102 - Reduced disclosure exemptions

The trustees have taken advantage of the following disclosure exemption in preparing these financial statements, as permitted by FRS 102:

1c 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. Funds designated for a particular purpose by the PCC are also unrestricted.

Restricted funds represent amounts given to the PCC where the donor has specified that the funds are spent on a particular purpose.

1d Investments

Investments are stated at market value

1e Income

Income from planned giving and collections are recognised as received or when the PCC is notified of its legal entitlement . Income tax recoverable on covenants or gift aid donations is recognised when the related income is recognised. Grants and legacies are recognised when the amount falls due. Rents and investment income are recognised when receivable.

1f Expenditure

Expenditure is recorded when payable, and where unpaid at the year end is included in creditors.

1g Taxation

St Mary The Less, Cambridge is a registered charity and as such is not liable to taxation.

THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST MARY THE LESS, CAMBRIDGE

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 DECEMBER 2024

2
INCOME
(a) Donations and legacies:
Offerings
Tax reclaimed under gift aid
Other donations and legacies
(b) Charitable activities:
Rental income from lettings
Rental income from residential properties
Fund raising events and other income
(c) Income from Investments:
Bank interest & dividends
Total income
3
EXPENDITURE
(a) Cost of Generating Funds
Investment fees
(b) Ministerial Costs
Diocesan Quota
Clergy expenses
Other clergy expenses
Pastoral assistant
Music
Upkeep of services
Children
Books
(c) Costs of Church Activities
Premises running costs:
Light and heat
Light and heat 2022
Water
Insurance
Repairs and maintenance
Staff costs
Organists
Upkeep of churchyard
Events
Administration costs:
Office costs
Sundries
Bookeeping
Other:
Expenditure on rental property
(d) Grants
UK Mission
Overseas Mission
(e) Governance Costs
Accountancy
Independent Examiner
Total Expenditure
Unrestricted
Funds
£
100,795
26,633
26,569
153,997
12,891
22,720
9,376
44,987
3,068
3,068
202,052
Unrestricted
Funds
£
-
-
83,702
2,733
433
-
2,819
6,598
1,693
1,040
99,019
13,281
-
857
4,494
11,980
17,086
12,955
4,027
7,028
71,709
8,171
264
5,500
3,074
17,009
88,718
5,498
6,872
12,370
1,200
1,200
2,400
202,506
Designated
Funds
£
-
-
50,000
50,000
-
-
-
-
27,058
27,058
77,058
Designated
Funds
£
6,666
6,666
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
6,666
Restricted
Funds
£
2,580
-
1,547
4,127
-
-
9,084
9,084
10,176
10,176
23,387
Restricted
Funds
£
-
-
-
-
-
8,807
12,302
3,655
-
-
24,763
-
-
-
-
-
-
1,844
-
-
1,844
-
-
-
-
-
1,844
698
-
698
-
-
-
27,306
Total Funds
2024
£
103,375
26,633
78,116
208,124
12,891
22,720
18,460
54,071
40,302
40,302
302,496
Total Funds
2024
£
6,666
6,666
83,702
2,733
433
8,807
15,121
10,253
1,693
1,040
123,782
13,281
-
857
4,494
11,980
17,086
14,799
4,027
7,028
73,553
8,171
264
5,500
3,074
17,009
90,562
6,196
6,872
13,068
1,200
1,200
2,400
236,478
Total Funds
2023
£
99,136
28,438
79,996
207,570
15,688
22,380
13,055
51,122
37,760
37,760
296,452
Total Funds
2023
£
6,407
6,407
81,301
52,016
484
13,633
1,660
8,361
671
1,105
159,231
12,313
3,059
573
4,470
20,906
16,483
15,265
5,843
7,239
86,152
6,812
471
-
53,276
60,558
146,711
2,941
3,771
6,712
1,200
1,200
2,400
321,460

THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST MARY THE LESS, CAMBRIDGE

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 DECEMBER 2024

(f) STAFF COSTS

Expenditure includes total staff costs of £32,129 (2023 - £25,107) as shown below. The average number of staff in the year was 2 (2023 - 2).

Gross salaries and wages
Pension costs
No members of the PCC received any remuneration
No PCC members claimed expenses.
4
INVESTMENTS
Market value at 1 January 2024
Additions
Disposals
Income
Investment fees
Withdrawals
Net unrealised( loss)/gains
Market value at 31 December 2024
Made up as follows:
CCLA CBF Church of England Investment Fund
COIF Charities Investment Fund
Rathbones Investment Portfolio
5
DEBTORS
Debtors
6
CREDITORS
Creditors, Accruals and Deferred Income
2024
£
31,557
572
32,129
2024
£
1,167,846
50,000
-
25,802
(6,666)
(18,000)
28,060
1,247,042
437,898
18,363
790,781
1,247,042
2024
£
19,447
19,447
2024
£
11,975
11,975
2023
£
24,148
959
25,107
2023
£
1,211,840
-
(80,000)
23,856
(6,407)
(18,000)
36,556
1,167,846
428,100
17,957
721,789
1,167,846
2023
£
22,391
22,391
2023
£
12,016
12,016

Lettings income is recorded as it is received. Income received at the end of 2024 for bookings in 2025 has been allocated to deferred income. Deferred income is released to income in the reporting period the letting relates to.

Balance at the start of the reporting period
Amounts added in current periods
Amounts released to income from previous periods
Balance at the end of the reporting period
2024
£
808
-
(404)
404
2023
£
-
808
-
808

THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST MARY THE LESS, CAMBRIDGE

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 DECEMBER 2024

7 DESIGNATED FUNDS

Reserve Fund
Vicar & Churchwardens Fund
Associate Vicar Fund
Discretionary Fund
Waring Investment Fund
Balance
Bfwd
£
4,383
3,340
43,018
110,530
721,789
883,060
Income
£
233
1,023
50,000
-
25,802
77,058
Expenditure
£
-
-
-
-
(6,666)
(6,666)
Investment
Gains/(Losses)
£
-
-
-
2,530
17,856
20,386
Transfers
£
-
-
-
-
(18,000)
(18,000)
Balance
Cfwd
£
4,616
4,363
93,018
113,060
740,781
955,837

The above Funds have been designated for the following purposes: Reserve Fund - A balancing account for the General Fund Vicar & Churchwardens Fund - to be used as the discretion of the Vicar & Churchwardens Associate Vicar Fund - to be used to support the employment of an associate vicar Discretionary Fund - to be used for any purpose in line with the church's mission Waring Investment Fund - to be used for any purpose in line with the church's mission

8 RESTRICTED FUNDS

Peck Trust
Music Fund
Cherry Music Fund
Sally Head Garden Fund
Special Donations Fund
Flower Fund
Lay Pastoral Assistant Fund
Balance
Bfwd
£
16,501
21,092
258
660
-
50
720
39,281
Income
£
7,460
11,659
522
929
698
739
1,380
23,387
Expenditure
£
-
(13,396)
(750)
-
(698)
(3,655)
(8,807)
(27,306)
Investment
Gains/(Losses)
£
-
-
-
-
-
-
-
-
Transfers
£
-
-
-
-
-
2,866
6,707
9,573
Balance
Cfwd
£
23,961
19,355
30
1,589
-
-
-
44,935

The above Funds have been restricted for the following purposes: Peck Trust - to be used for the church building, repairs and beautification Music Fund - to be used to support the choir and liturgical music life of the parish (not including organist salaries) Cherry Music Fund - to be used to enhance the organists' remuneration

Sally Head Garden Fund - to be used for the maintenance and development of the church garden Special Donations Fund - donations received to be passed onto other charities Flower Fund - to be used for the purchase of flowers for the church

Lay Pastoral Assistant Fund - to be used to support the church's Lay Pastoral Assistant scheme

9 ENDOWMENT FUNDS

Peck Trust
Vicar & Churchwardens Fund
Cherry Music Fund
Music Fund
Flower Fund
Balance
Bfwd
£
238,183
15,378
17,957
52,408
11,600
335,526
Income
£
-
-
-
-
-
-
Expenditure
£
-
-
-
-
-
-
Investment
Gains
£
5,452
351
406
1,199
266
7,674
Balance
Cfwd
£
243,635
15,729
18,363
53,607
11,866
343,200

10 ANALYSIS OF NET ASSETS BETWEEN FUNDS

Investments
Net Current Assets
Fund Balance
Unrestricted
funds
£
-
19,974
19,974
Designated
funds
£
903,842
51,996
955,837
Restricted
funds
£
-
44,935
44,935
Endowment
funds
£
343,200
-
343,200
Combined
Total
£
1,247,042
116,904
1,363,946

THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST MARY THE LESS, CAMBRIDGE

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 DECEMBER 2024

11 STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31 DECEMBER 2023

Income
Donations and legacies
Charitable activities
Income from investments
Total income
Expenditure
Cost of generating funds
Ministerial costs
Costs of Church activities
Grants
Governance costs
Total expenditure
Net income/(deficit) before investment gains / losses
Net gains on investments
Charitable activities:
Unrealised gains on investment
assets
Net income for the year
Unrestricted
Funds
£
149,502
23,488
3,823
176,813
-
95,654
83,078
542
2,400
181,674
(4,861)
-
(4,861)
Designated
Funds
£
44,698
22,380
24,573
91,651
6,407
53,866
53,276
-
-
113,549
(21,899)
7,495
(14,402)
Restricted
Funds
£
13,370
5,254
9,364
27,988
-
9,711
10,357
6,170
-
26,238
1,750
-
1,750
Endowment
Funds
£
-
-
-
-
-
-
-
-
-
-
-
29,061
29,061
Total
2023
£
207,570
51,122
37,760
296,452
6,407
159,231
146,711
6,712
2,400
321,460
(25,008)
36,556
11,548

THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST MARY THE LESS, CAMBRIDGE

INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST MARY THE LESS, CAMBRIDGE

I report to the charity trustees on my examination of the accounts of the charity for the year ended 31 December 2024.

RESPONSIBILITIES AND BASIS OF REPORT

my examination I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

INDEPENDENT EXAMINERS STATEMENT

the Act. I confirm that I am qualified to undertake the examination because I a member of The Institute of Chartered Accountants in England and Wales.

I have completed my examination. I confirm that no material 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 charity as required by section 130 of the 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

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.

N J Hedger BFP, CTA, FCA Chater Allan LLP 7 Quy Court Colliers Lane Stow-cum-Quy CB25 9AU

27 March 2025 De