OpenCharities

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

2022-12-31-accounts

PCC members
are:
w ho have served from
1 January
2022
until the date this report was a
Clergy: Andrew
Norris
Rector / Chair
Steve Dent Associate Minister
Licensed Reader Representative Darren Clarke
Churchwardens: Graham
Collins
(from 2020)
Kathryn
Clarke
(from 2020 —26.06.2022)
Sarah Savery (from 26.06.2022)
Deanery Synod Representatives Margaret
Poole
(2020 —2023)
Mike Critchley (2020 —2023)
Debbie Thomas (2020 —2023)
Kathryn
Clarke
(2020 —2023)
Susan Smith (2020 —2022)
District Church Representatives St. Faith Susan Smith (to APCM 2022)
(elected by district churches) St. Francis David. Nichols
Elected Members: Libby Norris (2019 —2022)
Peter Fieldsend (2019 —2022)
Huw Jones (2019 —2022)
Mike Critchley (2019 —2022)
Kim Beazley (2020 —2023)
Sarah Savery (2021 —2023)
Philippa
Harrap
(2021 —2023)
Bill Lock (2021 —2023)
Peter Ford (2021 —2023)
Pam Marsden (2021 —2022)
Sarah Oakley (2021 —2023)
Julie Fieldsend (2021 —08.03.2023)
Rebecca Strong (2022 —2025)
Mark Turvey (2022 —2025)
Ex-Officio Members:
St.Mary's Church Administrator Peter Camp
Safeguarding Lead Recruiter Jan Windsor

Unrestricted Restricted Endowment TOTAL TOTAL
Notes Funds Funds Funds 2022 2021
5 E 6 E
INCOMING RESOURCES
Incoming Resources from Generated Funds
Donations
& Legacies
3a 153,460 9,577 163,036 150,978
Charitable
Activities
3b 22,015 4,387 26,402 18,421
Other Incoming
Resources
21,303 21,303 68,561
Sub Funds 50,403 34,179 84,582 71,957
TOTAL INCOMING RESOURCES 247,181 48,144 295,323 309,917
RESOURCES EXPENDED
Costs of Generating
Funds
Charitable
Activities
223,365 7,515 230,900 189,797
Sub Funds 55,015 27,626 82,641 57,237
TOTAL RESOURCES EXPENDED 278,400 35,141 313,541 247,034
NET INCOMINGI (OUTGOING) RESOURCES (31,219) 13,003 (18,218) 62,883
Unrealised
gain/loss
on investments
(54,151) (54,151) 55,964
Net Movement
in Funds
(31,219) 13,003 (54,151) (72,369 118,847
Total Funds Brought Forward 351,849 383,115 463,141 1,198,105 1,079,258
TOTAL FUNDS CARRIED FORWARD 320,631 396, 17 408,988,12, ,1,105

A SAT31STDECE MBER2022
Unrestricted Restricted Endowment 31-Dec-22 31-Dec-21
Funds Funds Funds Total Total
Note E F 6 E
Fixed Assets 2
Tangible Assets 200,000 200,000 200,000
Investments 408,988 408,988 453,139
200,000 408,988 608,988 663,139
Current Assets
Stock 564 564 564
Debtors 8 Prepayments 2,775 2,775 5,999
Cash at Bank and in Hand 66,616 55,242 122,857 142,725
Sub Funds Bank 55,232 339,675 395,107 393,982
Total Current Assets 125,187 396,117 521,303 543,270
Creditors: amounts falling due 7 4,555 4,555 8,304
within one year
NET CURRENT ASSETS 120,632 396,117 516,748 534,966
TOTAL ASSETS less current liabilities 320,631 396,117 408,988 1,125,736 1,198,105
NET ASSETS 320,631 396,117 408,988 1,1,6,
,10
Funds ofthe Charity
General Funds 320,631 320,631 351,849
Restricted
Funds
396,117 396,117 363,115
Endowment
Funds
408,988 408,988 463,141
Total Funds 320,631 396,117 4, ,125,736 1,1,105

fund accounts .
Unsealised
Investment
Assets
Endowment
Funds
Gaiins/(Loss) Market Value
31/12/2022
Market Value
31/12/2021
16399Shares in CBF Investment Fund (44,691) 338,816 383,507
1663Shares in CBFInvestment Fund (4,532) 34,360 38,892
1250Shares in CBFInvestment Fund (3,408) 25,834 29,242
7278 Shares in CBF Fixed Interest Securities Fund (1,520) 9,978 11,498
(54,151) 408,988 463,139
3.INCOMING RESOURCES
Unrestricted Restricted Endowment TOTAL TOTAL
Funds Funds Funds 2022 2021
E 6
a) Donations 8 Legacies
Gifts 8 Donations 124,580 9,339 133,918 121,862
Grants 1,732 1,732 4,684
Gift Aid 27,148 238 27,386 24,432
153,460 ,577 163,036 150,978
b) Charitable Activities
Fundraising
events
10,484 10,484 10,346
Parish Buildings 4,627 4,387 9,014 5,336
Church Weddings Funerals 6,904 6,904 2,739
22,015 4,3&7 26,402 'I8,421
c) Other Incoming Resources
Sundry Income 974 974 5,716
Dividends
& Interest
14,079 14,079 13,465
Mobile Phone Mast 6,250 6,250 8,988
Sale of Property 40,392
21,303 8,5 1
d)Sub Funds
St Faiths 7,193 7,193 4,620
St Francis 8,140 502 8,642 5,960
Parish Centre 20,630 32,349 52,979 51,637
Brodrick Hall 14,440 14,440 13,135
Organ Fund 1,328 1,328 451
inter-fund
Transfers
3,846
50,403 34,179 84,5 71,95
15

3.RESTRICTED FUNDS 3.RESTRICTED FUNDS 3.RESTRICTED FUNDS 3.RESTRICTED FUNDS 3.RESTRICTED FUNDS Balance Income Expendi- Expendi- Inter Balance
01Jan-22 ture Transfer 31-Dec-22
St Mary' s
Alverstoke
Privet Place
Deposit 42,367 42,367
Choir Fund 2,903 123 318 2,708
Flower Fund 1,456 165 1,291
Overseas
Partnerships
& Other Funds 2,637 11,826 5,558 8,905
St Lukes 4,003 106 4,109
St Marks 39 1,910 1,474 475
53,405 13,965 7,515 59,855
Friends ofSt Francis 6,657 502 2,450 4,321
Organ
Fund
5,665 1,327 1,526 5,466
Parish Centre Regeneration Project 317,388 32,349 23,650 326,087
Unrestricted 388 388
TOTAL RESTRICTED FUNDS 383,
5
, 4 3
1
4.RESOURCES EXPENDED
Unrestricted Restricted Endowment TOTAL TOTAL
Funds Funds Funds 2022 2021
E 8 E E E
a}Charitable Activities
Parish Share 130,209 130,209 129,615
Staff Payroll 8 49,483 49,483 26,917
Charitable
Donations
5,100 5,740 10,840 8,000
Heating
Oil,
Electric &Water 8,823 8,823 4,971
Insurance 5,463 5,463 5,343
Maintenance & Repairs 6,516 1,775 8,291 7,029
Office Running Costs 4,353 4,353 2,461
Fundraising 8 Campaign Expenses 3,075 3,075 632
Examination Fee 1,740 1,740 1,740
Other Costs 8,623 8,623 3,089
223,385 7,515 ,7 7
b) Sub Funds
St Faiths 8,436 8,436 7,696
St Francis 7,805 2,450 10,255 6,363
Parish Centre 24,718 23,650 48,368 39,919
Brodrick
Hall
14,056 14,056 7,104
Organ Fund 1,526 1,526
Inter-fund
Transfers
3,845
55,015 27,626 57,

5.CASH AT BANK AND IN HAND
Unrestricted Restricted Endowment Total Total
Fundf Fundf Fund
f
31-Dec-22 31-Dec-21
Short Term Deposits
Main Lloyds Current Account 24,104 24,104 39,070
Shaping the Future Lloyds Account 25,714 25,714 24,886
32 Days Notice Lloyds Account 16,610 13,879 30,489 30,390
COLA Deposit Account 1454D 42,367 42,367 42,367
COLA Deposit Account 7001D 184 184 182
Families Minister
Lloyds Current Account
5,830
66,616 56,242 122,858 142725
Sub Fund Bank Balances
Sailing Club Reserve Account 12,298 12,298 12,271
Sailing Club Current Account 163 163 506
Choir Fund Current Account 697 697 892
Choir Fund Reserve Account 2,014 2,014 2,012
Flower Fund 1,289 1,289 1,454
St Faiths 6,757 6,757 7,893
St Francis 6,949 4,321 11,270 13,112
Parish Centre 15,244 326,088 341,332 336,720
Brodrick Hall 13,821 13,821 13,457
Organ
Fund
5,466 5,466 5,665
55,232 339,875 395,107 393,982
121,846 39, 6'I7,965 636,707
6.DEBTORS AND PREPAYMENTS
Unrestricted Restricted Endowment Total Total
Fund Fund Fund 31-Dec-22 31-Dec-21
F f E E
Gift Aid 2,775 2,775 5,999
2,775 2,775 5,999

7.CREDITORS AND ACCRUALS: AM OUNTS
FALLING DUE W
ITHIN ONE YEAR
Unrestricted Restricted Endowment Total Total
Fund Fund Fund 31-Dec-22 31-Dec-21
f E
Accounts Payable 3,716 3,716 1,740
Agency Collections 839 839 6,281
St Francis Accounts Payable 283
4,555 4,555 ,30

TOTAL TOTAL TOTAL
2022 2021
E
St Mary' s 40,021 25,568
St Faith's 755 647
St Francis 754 339
Parish Centre 4,948 4,620
Brodrick Hall 505 1,144
Total Staff Costs
46,983 32,318
2022
Gross Wages and Salaries 45,394
Employer's National Insurance Costs (Below Threshold) 0
Pension
Contributions
1,589
46,983
Employees who were engaged in each ofthe following activities:
2022 2021
TOTAL TOTAL

Within St Mary's Accounts Operating Their Own Bank Accounts
Balance
Income
Expenditure Balance
01/01/2022 31/12/2022
St Mary's Junior Sailing Club 12,778 1,931 2,248 12,461
Choir Fund 2,904 123 318 2,709
Flower Fund 1,454 165 1,289
Other Sub-funds
Operating
With St Mary's Bank Accounts
St Marks Churchyard 39 1,948 1,512 475
St Lukes 4,003 149 43 4,109

INCOME 2022 2021
Unrestricted Restricted Endowment Total Total
Planned
Giving
f89,029 F207 FO F89,236 f107,126
Collections 8 Appeals
Gift Aid
F26,551
F27,148
E9,132
F238
EO
FO
E35,683
E27,386
E9,736
f24,432
Dividends
8 Interest
Mobile Phone Mast
E14,079
F6,250
f1
EO
FO
EO
E14,080
f6,250
F.13,465
E8,988
Legacies E9,000 f.0 fQ E9,000 E5,000
Contributions
From Parish
Buildings F4,627 F4,387 FO F9,014 E5,336
Church Wedding,
Funeral
Fees Etc F6,904 FO FO E6,904 F2,739
Fundraising
Events
Other Income
F10,484
F970
EO
f.0
EO
EO
F10,484
6970
E10,346
f5,716
Grants E1,732 EQ f0 F1,732 F4,684
Surplus on Sale ofProperty FO EO EO EO E40,392
f196,774 f13,968 EO f210,742 8237,960
EXPENDITURE 2Q22 2Q21
Unrestricted Restricted Endowment Total Total
Parish Share
Staff Salaries, Pensions
8 Expenses
Charitable
Donations
Heating
Oil, Electric 8 Water
Insurance
E130,209
f49,483
E5,100
f8,823
f5,463
EO
EO
F5,740
EO
fO
EO
EO
EO
EO
EO
f130,209
f49,483
f10,840
F8,823
F5,463
129,615
26,917
8,000
4,971
5,343
Maintenance
& Repairs
E6,516 f.1,775 EO F8,291 7,029
Administration,
Phone,
Printing
&Post
Fundraising
&Campaign
Expenses
E4,353
F3,075
EO
EO
f.0
FO
f4,353
f3,075
2,461
632
Examination
Fee
Other Costs
E1,740
f8,623
f223,385
EQ
EO
f7,515
f.O
FO
EO
F1,740
f8,623
6230,900
1,740
3,089
189,797
SURPLUS OR DEFICIT 426,611 'f6,453 20,158 848,188
Funds transfer -f291 f291 FO FO
Transfer - Sale Curate' s House EO EQ FO fO -f214,308
Gains/Loss
on Investment
assets EO FQ -f54,151 -E54,151 f55,964
Total Funds Brought Forward E104,764 f53,497 f463,140 6621,401 E731,582
TOTAL FUNDS CARRIED FORWARD E77,862 E60,241 f408,988 f547,091 f621,401

2022 2022 2021
FIXEDASSETS Unrestricted Restricted Endowment Total Total
M Fereday Bequest Fund
G Hunt Fund
Privett Place Fund
fO
fO
fg
f0
f0
f0
f338,816
F34,360
f25,834
f338,816
F34,360
f25,834
383,507
38,892
29,242
Privett Place Fund f0 fo f9,978
f408,988
F9,978
f408,988
11,498
463,139
2022 2021
CURRENT ASSETS Unrestricted Restricted Endowment Total Total
Short Term Deposits
Main Lloyds Current Account F24,104 fO fO f24,104 39,070
Shaping the Future
Lloyds Account
32 Days Notice Lloyds Account
F25,714
f16,610
fO
f13,879
FO
FO
f25,714
f30,489
24,886
30,390
CCLA Deposit Account 1454D 60 F42,367 fO F42,367 42,367
CCLA Deposit Account 7001D f184 fO FO f184 182
Families
Minister Lloyds Current Acc
F.O F.O fO FO 5,830
Debtors &Prepayments
Stock
F2,775
F564
fO
fO
fO
f.0
f2,775
f564
5,859
564
Sub-Fund
Bank Accounts
Sailing Club Reserve Account F12,298 f0 fO f12,298 12,271
Sailing Club Current Account f163 f0 fO f163 506
Choir Fund Current Account fO f697 fg f697 892
Choir Fund Reserve Account f0 f2,014 fO f2,014 2,012
Flower Fund f0
f82,412
f1,289
F60,246
FO F1,289
f142,658
1,454
166,283
CURRENT LIABILITIES
Accounts Payable
Agency Collections
F3,716
f839
FO
fO
FO
FO
f3,716
f839
1,740
6,281
Pence Rounding
Adjustment
f4,550 f5 F.O
EO
fO
f4,555
FO
8,021
NET ASSETS f77,862 f60,241 f408,988 f547,091 F 621,401
REPRESENTED BYFUNDS
Unrestricted
& Designated
Restricted
f77,862
f.0
fO
f60,241
f0
FO
f77,862
f60,241
104,855
53,405
Endowment
TOTAL FUNDS
F.O
f77,862
f0
f60,241
F408,988
f408,988
f408,988
6547,091
463,141
62'I,401

2022 2021
INCONIE
Donations f3,582 F4,524
Letting Fees f2,778 f95
Other Income f833 ft
f7,193 f4,620
EXPENDITURE
Cleaning F755 f647
Routine Upkeep F948 f146
Expenses for Services F559 f932
Insurance F634 F617
Power f4,211 F990
Gardening
Services
Repairs
& Improvements
F718
f68
f814
f3,589
Other Expenditure F543
f8,436
f181
f7,696
SURPLUS/DEFICIT ~1,242 -f3,076
Total Funds Brought Forward F7,999 f11,075
TOTAL FUNDS CARRIED FORWARD f6,757 f7,999
BALANCE SHEET 2022 2021
Fixed Assets f0 f0
Current Assets
Bank & Cash Balances f6,757 f7,893
Debtors fG
15251
f106
51999,
STFRANCIS STFRANCIS
UNRESTRICTED RESTRICTED
FUNDS FUNDS TOTAL FUNDS TOTAL FUNDS
2022 2021
INCOME
Donations 8 Events
Letting Fees
Other Income
f6,046.74
f1,859.25
f233.91
f8,139.90
f500.00
F0.00
f2.28
f502.28
f6,546.74
f1,859.25
F236.19
f8,642.18
4793.33
1048.65
117.87
f5,959.85
EXPENDITURE
Cleaners Wages
Maintenance
&Repairs
F754.27
F339.29
F2,450.00 f754.27
f2,789.29
339
419
Insurance F396.38 F396.38 391
Power f1,626.00 f1,626.00 910
Parish Share Contribution
Other Expenditure
f4,450.00
F238.69
F4,450.00
f238.69
4200
104.11
97,804.63 f2,450.00 f10,254.63 f6,363.11
SURPLUS/DEFIC/T 6335.27 -f1,947.72 -f1,612.45 -6403.26
Total Funds Brought Forward f6,613.30 F6,268.44 f12,881.74 f13,285.00
TOTAL FUNDS CARRIED FORWAR f6,948.57 f4,320.72 f11,269.29 f12,881.74
BALANCE SHEET
Fixed Assets f0.00 f0.00 f0.00 F0.00
Current Assets
Liabilities
F6,948.57
f0.00
f4,320.72
f0.00
f11,269.29
f0.00
f12,881.74
FO.OO
F6,948.57 f4,320.72 f11,269.29 f12,881.74
PARISH CENTRE PARISH CENTRE
REGENERATION PROJECT
UNRESTRICTED RESTRICTED
FUNDS FUNDS TOTAL FUNDS TOTAL FUNDS
2022 2021
INCOME
Donations f1,211 f11,422 f12,633 F.19,472
COVID Grants F3,000 FO f3,000 F24,563
Letting Fees f13,608 FO f13,608 F6,175
Fundraising
Events
FO F19,937 f19,937 fO
Other Income f2,811 FO f2,811 F1,427
Interest F.O F990 F990 FO
620,630 f32,349 F52,979 f51,637
EXPENDITURE
Cleaners Wages F4,948 FO F4,948 F4,010
Routine Upkeep F1,021 fO F.1,021 F566
Water Supplies f414 fO f414 f173
Insurance f2,161 FO F2,161 F2,032
Electric 6Gas f4,090 FO F4,090 F1,198
Gardening
Services
f837 FO F837 F610
Repairs f2,203 fO F2,203 f892
Waste Disposal f1,310 fO F1,310 F811
Admin Costs to PCC f2,596 fO f2,596 F2,596
Parish Share Contribution f1,232 fO f1,232 F1,232
Other Expenditure f2,889 fO F2,889 F407
Pest Control f1,016 fO f1,016 f0
Fundraising
Expenses
FO F3,989 f3,989 f3,450
Architects Fees FO f.1,329 f1,329 f1,755
Specialists Fees FO F4,386 f4,386 f20,041
Other Expenses FO F1,110 f1,110 F147
Planning
Fees
FO f6,144 f6,144 fO
Capital Grant Fundraising FO f6,692 f6,692 F.O
f24,718 f23,650 948,368 F39,919
SURPLUS/DEFICIT -f4,088 f8,699 f4,610 f11,718
Gains/Loss
on Investment
assets FQ fO fQ f214,308
Total Funds Brought Forward F119,331 f317,389 f436,720 f210,694
TOTAL FUNDS CARRIED FORWARD f115,243 f326,087 f441,330 f436,720
BALANCE SHEET
Fixed Assets
Current Assets
F100,000
f15,243
FO
f326,088
f100,000
f341,330
f100,000
f336,720
Liabilities F.Q FO fO fO
f115,243 f326,088 f441,330 f436,720

2022 2021
INCOME
Donations 5120 6120
Letting Fees 614,320 913,015
514,440 213,135
EXPENDITURE
Cleaning
&Maintenance
Routine Upkeep & Improvements
5709
F4,932
52,101
f339
Insurance 51,644 61,515
Lighting
& Heating
f4,827 F1,042
Parish Share &PCC Contributions F1,500 61,250
Other Expenditure 5445 5857
614,058 57,104
SURPLUS/DEFICIT 58,031
Total Funds Brought Forward F113,439 Et07,408
TOTAL FUNDS CARRIED FORWARD 5113,821 Et13,439
BALANCE SHEET
Fixed Assets f100,000 5100,000
Current Assets
Bank 8 Cash Balances F13,821 513,457
Debtors EO F34
Liabilities 50 f52
5113,821 F113,439

2022 2021
INCOME
Donations f207 f451
Concerts f1,121 FO
f1,328 f451
EXPENDITURE
Guest Organists f1,000 FO
Repairs f414 fO
Other Expenditure f113
f1,526
fO
f0
SURPLUS/DEFICIT &199 f451
Total Funds Brought Forward f5,665 F5,214
TOTAL FUNDS CARRIED FORWARD F5,466 f5,665
BALANCE SHEET
Fixed Assets FO
Current Assets
Bank &Cash Balances f5,456 55.665
Debtors FO fO
Liabilities fO FO
55,466 f5,665