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2025-12-31-accounts

The Parish Church of St Mary the Virgin, Burton Latimer

Annual Report and Financial Statements For the year ended 31[st] December 2025

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St Mary the Virgin Burton Latmer – Annual Report 2026

Introduction: Since my report for the 2025 APCM I’m delighted that there’s many blessings to be grateful for here at St Mary’s. Despite some unexpected changes to the Ministry team the worshipping life of St Mary’s goes from strength to strength reflected by our average Sunday attendance and the 240 (Approximate: Adults and Young People) attending on Easter Sunday, more later in the report. Thanks be to God for His grace, provision and direction.

Sunday and Wednesday Worship: As reported last year, our services continue to be centred around a core routine of traditional sacramental worship with an emphasis on scripture complementing by vibrant contemporary worship. An orthodox view and understanding of the Holy Bible is central to all we do at St Mary’s, and I’m delighted to report that many have embraced scripture as the primary source of revelation and knowledge of God.

The shape of our sung worship under the guidance of Adam, Clare and Matt is growing in vibrancy and quality. I will continue to encourage the worship team to try new hymns and songs when leading our congregational worship.

Emma-Jane coordinates the Young Disciples supported by a dedicated small group of fellow leaders and helpers. Building on the pattern of last year we’ve seen more families engage with our services. Both at our regular 10am and at the excellent monthly Church Family Service now organised by a different family team – lead by Lucy and Clare Mission: Our Well Being Café managed by Esther continues to be popular, attracting 20 plus people most weeks. I’m very grateful to Esther and the team.

St Mary’s Under Fives (SMUFS), our parent and toddler group, now meet in our Chapter House under the management of Lucy. Parents and carers have quickly embraced the new venue and numbers remain stable. I’m grateful to Lucy for guiding the group through a difficult period. This was forced upon us by the previous team of helpers resigning together. I’m therefore very grateful to those who have remained, and new team members, in supporting the families who engage with this important ministry.

Ministry Team: I feel blessed to be supported by such a dedicated ministry team. Unfortunately, Emma Barrow decided to leave the St Mary’s Community during summer 2025 leaving a hole in several ministerial areas. However, thanks to the work of the new family team and the worship team these areas have now been covered and enhanced, thanks to a fresh outlook, and willingness to engage. Donna is due to be commissioned by the Church Army in July and possibly licenced as Lay Worker in the Autumn. I’d like to congratulate her in finishing her training with the Church Army. Rev Roger Knight has now fully retired and we give thanks for all his service to the St Mary’s community over many years.

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Small Groups: As previously stated, small groups are the lifeblood of any church. These groups give us opportunity to study scripture together, learn more about Jesus, and to support each other through life. Ignite (Our youth group) meets every other Tuesday evening regularly attracting over 10 young people, Iron Sharpens Iron (Our Men’s Group) still meets fortnightly and is now joined by Amazing Grace – Bible study and fellowship for women, led by Emma-Jane and Lucy. The Young Adults group meets weekly, and our ‘Vessels of Clay’ (Over 60’s Bible Study group) meets every two weeks on a Monday afternoon.

Seasons: Our seasonal approach to the Anglican calendar continues through worship, fellowship and events. I’d like to thank all who prepared and executed these events and occasional offices. Once again, the Burton Latimer community turned out for Remembrance Sunday in big numbers. Attendance during the Advent and Christmas seasons was very encouraging. The Christmas Festival weekend was a particular highlight; the church building was filled with vibrant activity. More people came to our Contemporary Carols on Friday evening for drinks and to socialise. The Christmas market was very busy, and a great success, and our Candle lit Carol service had a lovely sense of calm.

The Easter schedule worked well again. Of special note was attendance at the Easter Sunday 10am service and celebration buffet. It’s not often that there are too many people to count! However, we believe that the service was attending by approximately 195 adults and at least 40 children – thanks be to God!

Fiscal: Once more I’d like to convey my gratitude to our treasurer Tim who continues to manage our financial affairs with expertise. Our Parish Share 2025 was paid in full again but as per the previous fiscal year this resulted in a budget deficit. This can’t continue, especially given the 10% rise in our Parish Share for 2026. I’ve written and met with the Archdeacon to inform her that it’s unlikely we will pay the share in full this year unless we see a substantial rise in our regular giving. The PCC have agreed to pay as much of the share as possible but only to the extent of not leaving us in another budget deficit.

PCC: I’m delighted that all current members of the St Mary’s PCC have agreed to stand again for 2026/27. I look forward to working with them once more and take this opportunity to give thanks for all that they do.

Summary: Once again, as I mentioned last year, it’s clear that there’s many people showing interest in exploring the Christian faith (Something being reported by clergy colleagues in other contexts). Our average Sunday attendance figure shows an increase of approximately 30%. Despite a few more leavers our Electoral Role has grown by 2 to 110 with an additional two congregants filling in forms after the deadline.

All Honour and Glory to Our Lord Jesus Christ.

God Bless You.

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Rector: The Reverend Patrick Kelleher (Chairman) Wardens: Mr John Johnson and Mrs Carol Sharman Deanery Synod Reps: Tyler Bennett and Glenn Lewis Elected members: Treasurer: Tim Woodgates Parish Safeguarding Officer: Lucy Lorentzen PCC Secretary: Jemma Harris Additional Members: Emma Russell (Church School Governor) Gillian Howie Steve Hill Toby Lorentzen Andrew Tilley (Buildings Coordinator) Becci Amis

Committees: The PCC operates through the following committees which meet between full meetings of the PCC: Standing Committee Fabric Committee

In addition to these committees, the Ministry Team meets with representatives from groups within the church between full meetings of the PCC to share information and develop the worship and pastoral care of the church.

Reserves Policy

It is the Policy in this Church should we have money in Reserve it is used for local mission and outreach. The PCC at present have agreed that the funds that are held in the Fabric Fund and the support of The Friends of St Mary’s, with insurance from Ecclesiastical, does ensure that we have sufficient reserves to cover the upkeep of the building and emergency building work.

Church Attendance

There are 110 parishioners on the Church Electoral Roll.

Review of the Year: The full PCC met five (5) times during the year. Committees met when necessary.

During the year the PCC continued to pursue this revised mission statement: ‘The mission of our church is to enable the people of Burton Latimer to share in the love of God through word, worship, sacrament and action.’

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Treasurers Report

The positive news to report is that once again, St Mary’s paid our Parish Share in full. This meant that we contributed fully to what the Diocese requested of us and maintains our long-running tradition of paying our Parish Share and preserving our increasingly rare position of being a single church parish. Paying our Parish Share in full also means that we have been able to support parishes who are not as financially fortunate as ourselves.

The fundraising team once again demonstrated a remarkable achievement in 2025 by raising £9,526 for St Marys. Thank you to all those who contributed in making this possible. However, the finances of St Mary’s remain precarious. For 2025, we had a deficit of £2,767. This means that this was how much more expenditure we incurred compared to the level of income we received in that year.

Whilst this in isolation is not fatal, clearly, we cannot continue to maintain finances this way. For 2026 and beyond, regrettably this will likely require decisions to be made about either maintaining a balanced budget for St Marys or meeting our Parish Share contribution in full. Without an increase in our income through regular giving, we are unable to do both. Our Parish Share contribution for 2026 is £78,955, representing an uplift of £7,189 on the prior year.

Our reserves stand at £357,749 but it is important to appreciate that £298,268 of those relate to endowment funds where the underlying capital is not available to spend, with a further £29,907 relating to restricted funds that can only spent on specified types of expenditure.

Finally, regardless of the financial position I allude to above, on behalf of the PCC, I wish to express our sincere and heartfelt thanks for all those who donate to the church, whether that be financially, through volunteering, reading, fundraising, music, fellowship or anything else besides that makes St Marys such a wonderful place to worship. In particular, sincere thanks to the Friends of St Marys for their donation during the year towards the masonry works required at the church (circa £20k). Thank you all for what you give and may God bless us in being worthy stewards of everything you generously provide to the church.

Tim Woodgates

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Electoral Roll Report

Following the publication of a new Electoral Roll in 2025, and in accordance with the rules of the Church of England, this Roll has now been updated the details of which are as follows:

There were 108 members on the Roll last year. There are now 110 members on the Revised Roll. Since the revision last year, 8 members have left the parish or no longer worship here, 1 member has sadly passed away, and 11 new members have been added.

85 members are residents of Burton Latimer and 25 are non-resident.

Shirley Banks Electoral Roll Officer

Church Wardens Report

A quick note from the churchwardens bridge reflecting navigation of the last year. It has been an eventful as the world has seen wars political upheavals and despite all this St Mary’s continues to thrive.

We have had some large bills and a huge uplift in the parish share but numbers attending is up and Easter Sunday was a highlight of my time as churchwarden. Our challenge is to see those numbers repeated weekly!!

Carol and I were very pleased with the outcome of the Archdeacons inspection which highlighted some good practices and showed us some adjustments we needed to make to our records. The numbering on the wedding register being one such adjustment. All actions from the inspection have been completed. Resulting from our conversation with Archdeacon Allison we managed to get the local council to repoint/repair the pathway to the church. Whilst it might not have fulfilled a complete wish list I think it is a huge improvement of its former state we can only hope it stays this way.

The church clean went very well and has in my opinion given us the shiniest medieval built church within the town of Burton Latimer! The efforts of everybody who helped that day is greatly appreciated by both of us.

We thank everybody for all their efforts in helping us keep St Mary’s as the premier medieval built church in Burton Latimer and hope that if voted in we can both continue to serve this church positively in the next year and help everybody to enjoy being a part of St Mary’s.

John and Carol

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Church Governor Report

The relationship between St Mary’s Church and St Mary’s Burton Latimer Primary School continues to grow in strength. Children and staff have enjoyed being a part of the family services and it has been pleasing to see the children and their families enjoying their involvement.

The school community has also appreciated the church’s contribution to key events such as those at Christmas and Easter. Ongoing communication about services, events and small groups continues to be important so that the school can effectively share these opportunities with families.

In my role as Church Governor, I maintain regular contact with the school through monitoring visits and meetings. I have also undertaken a range of training to broaden my understanding of the SIAMS framework and to support the school in embedding its Christian vision, enabling all children to flourish. Students at the school demonstrate a strong engagement with their faith and a genuine interest in exploring it more deeply. They value opportunities to visit the church, although not all are able to attend regularly with their families.

In a recent visit, one of the children said: ‘When I go to church I feel like I’m part of something. It’s like you’re a family’.

Emma Russell

Musical Worship Report

Choir currently consists of eleven singers, rehearsing and singing at services twice a month. The other services are led by the Worship Team. We are also lucky to have a group of talented instrumentalists who play at various services. We have worked hard to update the music at the family services and have established a set up with two keyboards, guitars, drums and singers. We try to teach new pieces as part of the family services and make the songs interactive, and have had lots of positive feedback from families attending these services.

In Autumn 2025, we introduced Worship Jam, a monthly music service. Attendance so far has been low, though we hope it will increase. The services have been enjoyed by those who have attended and it has been nice to welcome worshippers from other churches to St. Mary’s for this service.

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We have also hosted some successful concerts at St. Mary’s including an opera recital, Christmas brass band concert, Evening of Musical Delight and a choral concert. We hope to continue to increase the number of concerts and raise the profile of the church as a musical venue.

Claire and Adam Hollingshurst

Safeguarding Report

There are no problems to report with regards to Safeguarding at St Mary the Virgin, Burton Latimer. Our safeguarding posters are up to date and are displayed around the church and on our noticeboard.

Thankyou to everyone for your ongoing vigilance and support in regards to safeguarding at St Mary the Virgin.

Lucy Lorentzen

Social Media Report

Our Facebook page for St Mary the Virgin is going strong.

We have over 1047 followers. Our followers regularly interact with our Facebook church page.

Lucy Lorentzen

SMUFS

Our St Mary's Under Fives toddler group meet every Tuesday morning at 10.30 am in the church chapter house, during term time.

We have a short worship session, where we sing songs, have a bible story and prayers. The children then play and take part in craft activities.

We have 14 families on file and have an average of 11 children per session. SMUFS is a wonderful and valuable part of our church ministry.

Lucy Lorentzen

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Joint Ketering and Higham Deanery Synod

Higham Deanery Synod met three times in 2025: once on its own and twice with Kettering Deanery Synod, working together on an informal basis, largely to ease the workload, with Nicki Hobbs being Rural Dean in both deaneries.

Wednesday 19th March at St Peter’s Church, Rushden

Victoria Kellett, Diocesan Safeguarding Officer spoke about her work, including her intent to bridge the gap between parishes and the diocesan team. She spoke about her background within probation and public protection, and her experiences setting up a probation service and then working in social care on St Helena, where her faith grew and developed. Reflecting on her current role over the previous eleven months, she observed that – although it had been a challenging period within the church nationally – progress had been made in recent years and was continuing.

Within the Diocese, capacity had been an issue and Victoria thanked people for showing patience while response times had been slow. She reported that the team is in a phase of expansion and development, progressing from one person to five. This will enable them to offer more support, such as parish safeguarding officers, network days and training opportunities. Victoria highlighted that a safeguarding audit was ongoing until July, focusing on the Diocese rather than individual teams. It has since been published at htps://www.peterborough-diocese.org.uk/aboutus/news/safeguarding-audit-20253303.php. She asked for any safeguarding concerns to be sent to the general email address, rather than to individuals - safeguarding@peterborough-diocese.org.uk.

Wednesday 25th June, with Kettering Deanery at All Saints’ Church, Kettering

The meeting had an environmental theme, with those present being given a tour of the church grounds and shown the large amount of work had been taking place to maximise the benefits to wildlife and the local community, leading to the church being the first in the Diocese to receive a gold eco-church award. One of the volunteers then spoke about the importance of getting everybody within the church involved and making environmental action whole ethos of the church. Examples of how the church had taken steps to reduce their impact on the environment included getting rid of all glitter and disposable cups, using as many water butts and storage containers as possible, switching to LED lighting and making small adjustments to the toilet system.

The local Green Party had been very helpful in making recommendations, and that the Northamptonshire Historic Churches Trust (htps://www.nhct.org.uk/) may be able to provide support. The church is also happy to be contacted for advice and queries, at ketallsaintschurch@gmail.com. Those present then discussed in groups what their church is already doing, and what further steps they could take.

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They were encouraged to take these ideas back to their PCCs. The meeting was closed with the commissioning of Revd Neil Bullen as Assistant Rural Dean of Higham.

Tuesday 7th October, with Kettering Deanery at St Peter’s Church, Irthlingborough

Tony and Helen Lynett each spoke about their respective work within prisons, noting that Prisons Week runs in mid-October and was in its 50th year. Tony spoke about his experience of being a Prison Chaplain, and the ways he has been able to engage with others who may not be familiar with the Christian faith. Helen spoke about being Diocesan President of Mothers Union, and the ways they help prisoners at significant times with prayer leaflets and handwritten cards. The talk finished with a Prisons Week prayer, followed by an opportunity for discussion in groups about the experiences members had had with prison services or chaplaincy. www.prisonsweek.org has various resources, including daily prayers. There is a “Welcome Directory” of churches which are welcoming to ex-prisoners: members were encouraged to take this back to their parishes.

Andrew Presland provided an update on the process of using donations no longer needed to pay for Lizzie, the former Deanery Mission Youth Enabler after she had moved to Hampshires, taking account of donors’ wishes, with most money going to the parish to which the donor belonging, to be spent on youth work. [Update: as at March 2026, of almost £19,000 unused donations given by just over 25 individuals, 4 PCCs and one Rotary Club, £17,800 had been paid to parishes, leaving just over £1,000 currently available for youth work at deanery-level. Thank you to Amanda Newman for all her work in looking after the finance over six years.]

Other news from 2025 and early 2026:

Thank you to all parishes in the Deanery for their contributions to the Diocesan parish share, both in 2025 and continuing into 2026.

Within Higham Deanery, Revd Tim Smith was instituted as Vicar of Whitefriars, Rushden on 19th January, followed by Revd Yvonne Desroches being licensed as Assistant Priest for Finedon on 22nd January. At the time of writing, St Peter’s, Rushden remained vacant.

Kettering Deanery- Revd. Sarah Bennett has been appointed as interim Priest in Charge for an initial period of 3 years at Christ the King. Ss Peter and Paul with St Michael’s and All Saints are still in vacancy and the joint PCCs had a meeting with the Bishop on

Monday the 9th of March.

Kettering Deanery has three vacancies for Diocesan Synod reps and as there are three nominations put forward these are accepted.

10

The first joint deanery synod of 2026 met at St Andrew’s Church, Broughton, on Thursday 5th March, where Revd Jess Cotton spoke about on the Diocesan Cursillo group, followed by group discussions and feedback on existing opportunities there are in local parishes to develop discipleship and spirituality.

Nicki Hobbs recently announced that she will be standing down as Rural Dean of Higham after two years, in addition to being Rural Dean of Kettering. We are grateful for all that she has done to lead and serve Higham Deanery, including supporting churches in vacancy.

New deanery synods will come into operation early in the Summer, following lay members being elected at this year’s APCMs – with Higham and Kettering Deanery Synods continuing to meet jointly, at least until the end of 2026.

The first meeting of the new deanery synod will be Wednesday 24th June, 7.30pm (St Peter, Raunds), then one on Tuesday 6th October, 7.30pm, in Kettering Deanery – venue tba.

A joint Deanery Evensong will be taking place on Sunday 13th September at St Mary the Virgin, Finedon.

A vacancy for the Secretary of Higham Deanery Synod still exists, together with space for a couple more members of the Standing Committee. Please contact Dudley Hughes (Higham Deanery Lay Chair) at dudleychughes@gmail.com if interested.

We continue to be on Facebook at ‘Higham Deanery (Diocese of Peterborough)’. Please feel free to visit and share the page and to submit details of church events.

Andrew Presland (Higham Deanery Standing Committee), March 2026 Hazel Goodman ( Kettering Deanery Standing Committee) March 2026

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ST MARY THE VIRGIN, BURTON LATIMER Independent Examiner's Report to St Mary the Virgin, Burton Latimer Charity commission number 1130245

This report on the Financial Statements of St Mary the Virgin, Burton Latimer Parish Church for the year ended 31 December 2025 is in respect of an examination carried out in accordance with the Church Accounting Regulations 2006 and section 144(2) of the Charities act 2011.

Respective responsibilities of the PCC and the examiner

As the members of the PCC, you are responsible for the preparation of the financial statements. You consider that the audit requirement of the Regulations and section 144 (2) of the 2011 Act do not apply. It is my responsibility to issue this report on those financial statements in accordance with the terms of the Regulations.

Basis of independent examiner's report

My examination was carried out in accordance with the General Directions given by the Charity Commission under section 145 (5)(b) of the Charities Act 2011 and to be found in the Church guidance, 2006 edition, issued by the Finance Division of the Archbishop's council. That examination includes a review of the accounting records kept by the PCC and a comparison of the accounts with those records. It also includes considering any unusual items or disclosures in the financial statements and seeking explanations from you as trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently I do not express an audit opinion on the view given by the accounts.

Independent examiner's statement

In connection with my examination, no matter has come to my attention:

(1) which gives me reasonable cause to believe that in any material respect the requirements

have not been met: or

(2) to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.

11 Belton Road Stanground Peterborough PE2 8UU Date:

Page 3

The Parish church of St Mary The Virgin, Burton Latimer

Statement of Financial Activities

For the Year Ending 31st December 2025

INCOME AND ENDOWMENTS
2 Donations and legacies
3 Other trading activities
4 Income from investments
Total income and endowments
TOTAL EXPENDITURE
5 Expenditure on Charitable activities
6 Other expenditure
Net income / (expenditure)
7 Transfers between funds
Gains/(losees) on revaluation of
fixed assets
7a Gains/(Losses) on investment assets
Balance Brought forward
Balance carried forward
Unrestricted
Restricted
Endowment
TOTAL
Funds
Funds
Funds
FUNDS
2025
2025
2025
31 DECEMBER 2025
81,576
-
-
81,576
15,517
-
-
15,517
12,735
138
-
12,872
109,827
138
-
109,965
111,311
297
-
111,608
1,124
-
-
1,124
112,435
297
-
112,732
2,608
-
159
-
-
2,767
-
-
-
-
-
-
-
-
-
-
-
20,270
-
20,270
-
2,608
-
159
-
20,270
-
23,037
-
32,181
30,067
318,538
380,786
29,574
29,907
298,269
357,749
Prior Period
Total Funds
31 DECEMBER 2024
75,859
16,228
8,809
100,896
100,471
1,716
102,187
-1,292
-
-
7,128
5,836
374,950
380,786

Page 4

The Parish church of St Mary The Virgin, Burton Latimer

Income Split

For the Year Ending 31st December 2025

Donations and legacies
Planned Giving
PGS
Income Tax recoverable
Plate & Card
Donations
Charitable collection
Grants
Other trading activities
Wedding & Funerals Fees
Light & Heat Rebate
Fund raising
Sundry / Other income
Income from Investments
Trust income
Interest(Incl. CBF fabric Restricted)
TOTAL INCOME AND ENDOWMENTS
2025
2025
2025
2025
2024
Unrestricted
Restricted
Endowment
Total
Total
Fund
Fund
Fund
7,396
-
-
7,396
7,726
37,669
-
-
37,669
47,771
6,904
-
-
6,904
4,533
5,803
-
-
5,803
5,623
20,411
-
-
20,411
7,544
-
-
-
-
162
3,393
-
-
3,393
2,500
81,576
-
-
81,576
75,859
5,283
-
-
5,283
6,598
-
-
-
-
1,000
9,526
-
-
9,526
7,536
707
-
-
707
1,094
15,517
-
-
15,517
16,228
12,060
-
-
12,060
8,644
674
138
-
812
164
12,735
138
-
12,872
8,809
109,827
138
-
109,965
100,896

Page 5

The Parish church of St Mary The Virgin, Burton Latimer

Expenditure split

For the Year Ending 31st December 2025

EXPENDITURE ON CHARITABLE ACTIVITES
Diocesan Parish Share
Rector and ministry team expenses
Light, heat, power and water
SMUFS's & C&YP (incl. Ignite)
Gen2 DBF Grant
Repairs, Maintenance & upkeep
Insurance, Licences and Subs.
Wages and Salaries
Diocesan Fees
Wedding & Funeral
Fund raising & donations (incl hardship)
Events
OTHER EXPENDITURE
Printing, Postage, stationery and IT
Bank Charges
Sundry (incl. Accountancy)
TOTAL EXPENDITURE
2025
2025
2025
2025
2024
Unrestricted
Restricted
Endowment
Total
Total
Fund
Fund
Fund
71,766
-
-
71,766
73,484
1,063
137
-
1,200
1,365
3,736
-
-
3,736
6,368
449
-
-
449
999
-
-
-
-
191
21,340
-
-
21,340
3,761
5,135
-
-
5,135
5,171
223
-
-
223
2,617
1,238
-
-
1,238
4,690
2,599
-
-
2,599
235
3,763
160
-
3,923
509
-
-
-
-
1,081
111,311
297
-
111,608
100,471
663
-
-
663
625
191
-
-
191
331
270
-
270
760
1,124
-
-
1,124
1,716
112,435
297
-
112,732
102,187

Page 6

The Parish church of St Mary The Virgin, Burton Latimer

BALANCE SHEET

As at 31st December 2025

As at 31st December 2025
8 FIXED ASSETS
Fixtures, fittings & Equipment
9 Investment Shares (value of shares):
Downing (sold)
Parish Clerk (sold)
CCLA Property shares
10 CURRENT ASSETS
Debtors
CBF Account
Cash at Bank Barclays current
Cash at Bank Barclays Premium
Cash in hand
11 CURRENT LIABILITIES
Creditors
NET CURRENT ASSETS
The Funds of the Charity:
Unrestricted funds
Restricted income funds
Endowment funds
Total Charity Funds
Total Funds
31.12.25
£
-
-
-
298,268
298,268
1,759
2,857
7,852
47,474
236
60,179
698
698
59,481
357,749
29,574
29,907
298,269
357,749
Prior year funds
31.12.24
£
-
206,879
111,660
318,538
2,395
2,731
13,630
45,000
80
63,836
1,588
1,588
62,248
380,786
32,181
30,067
318,538
380,786
1,759
2,857
7,852
47,474
236
2,395
2,731
13,630
45,000
80
60,179 63,836
698 1,588
698 1,588
357,749 380,786
29,574
29,907
298,269
32,181
30,067
318,538
357,749 380,786

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

Chairman

Page 7

THE PARISH CHURCH OF ST MARY THE VIRGIN, BURTON LATIMER YEAR ENDING 31 DECEMBER 2025

Unrestricted Funds (General)

Balance B/Fwd
This years un-restricted receipts
This years un-restricted payments
Transfer between funds
Restricted Funds:
Balance B/Fwd
This years restricted receipts
This years restricted payments
Transfer between funds
Endowment Funds:
Balance B/Fwd
Gains / losses on valuation
Total Funds
Unrestricted
Restricted
Endowment
32,181
109,827
112,435
-
29,573
30,066
138
297
-
29,907
See note
318,539
20,270
-
298,269
29,574
29,907
298,269
357,749
Nb
Included in the Restricted balance C/fwd is:
Mission Grant 2,962
Hardship fund 16,614
Ignite 973
Children and Young people -
Wellbeing Cafe 1,835
Fabric CBF 2,857
Current account balance (Transfer from Fabric) 2,328
Rectors Mission 29
Gen2 DBF Grant 2,309
29,907

Page 8

St Mary The Virgin, Burton Latimer Notes to the Accounts for the year Ended 31 December 2025

1 ACCOUNTING POLICIES

Accounting

The accounts were prepared under the Charities Act 2011.

The accounts have been prepared in accordance with the applicable accounting standards and comply with SORP FRS102.

Incoming resources

All incoming resources are included on the Statement of Financial Activities when the charity is legally entitled to the income and the amount can be quantified with reasonable accuracy.

Resources expended

Expenditure and liabilities are recognised in the period to which they relate.

Tangible fixed assets and depreciation

Tangible fixed assets are stated at cost less depreciation. Depreciation is provided at rates calculated to write off the cost less estimated residual value of each asset over its expected useful life, as follows:

Fixtures, fittings and equipment

-25% p.a. reducing balance

Fund accounting

Unrestricted funds can be used in accordance with the charitable objectives at the discretion of the PCC.

Restricted funds can only be used for particular restricted purposes within the objects of the charity. Restrictions arise when specified by the donar or when funds are raised for particular restricted purposes.

2 INCOMING RESOURCES FROM DONORS

Unrestricted funds:
Planned Giving
PGS
Income Tax recoverable
Plate & Card
2025
£
7,396
37,669
6,904
5,803
57,772
2024
£
7,726
47,771
4,533
5,623
65,654

2 OTHER VOLUNTARY INCOME

Sundry Donations
Charitable giving
Grants received
Restricted funds:
Sundry Donations
2025
£
20,411
-
3,393
23,804
-
-
2024
£
7,544
162
2,500
10,206
-
-

TOTAL DONATIONS AND LEGACIES

81,576 Page 9

75,859

St Mary The Virgin, Burton Latimer Notes to the Accounts - continued for the year Ended 31 December 2025

3 OTHER TRADING ACTIVITIES

These include income from Weddings and Funerals and other activities in the Church creating a much needed income to support the running costs.

Unrestricted funds:
Wedding & Funerals Fees
Light & Heat rebate
Fund raising
Sundry / Other income
Restricted funds:
Sundry / Other income
TOTAL OTHER TRADING ACTIVITIES
2025
£
5,283
-
9,526
707
15,517
-
-
15,517
2024
£
6,598
1,000
7,536
683
15,817
411
411
16,228

4 INCOME FROM INVESTMENTS

Income from two Investment Funds, Downing and Parish Clerk. The PCC are the managing Trustees, the Peterborough Diocesan Board of Finance (PDBF) are the custodian Trustees. These investments are both endowment funds, therefore the capital cannot be used, however an income in the form of dividends are paid quarterly to the PCC.

The two investments, Downing & Parish Clerk were both switched to CCLA Property Investment shares April 2025.

There is also a CBF Fabric Deposit account that also generates interest. The income from this CBF account is restricted.

Downing & Parish Clerk - Dividends
Property - Dividends
Bank Interest
2025
£
4,381
7,680
12,060
812
812
2024
£
8,644
-
8,644
164
164

4 SHARES

These are the two investment endowment's Downing and Parish Clerk which were switched to the CCLA Property investment The market investment value as at the switch over date for Downing was 194,453.20 (previously as at 31.12.24 £206,878.80) The market investment value as at the switch over date for Parish Clerk was £104,953 (previously as at 31.12.24 £111,689.52).

Overall collectively the investment market value loss at the time of the switch over was £19,132.12. The market investment value of the Property shares as at 31.12.25 was £298,268.49 (Total market value at switch over was £299,406.20)

Page 10

St Mary The Virgin, Burton Latimer Notes to the Accounts - continued for the year Ended 31 December 2025

5 EXPENDITURE ON CHARITABLE ACTIVITES

These activities also include the fees paid out locally for funerals and weddings and PDBF fees. All these activities are unrestricted.

Diocesan Parish Share
Rector and ministry team expenses
Light, heat, power and water
SMUFS's & C&YP (incl. Ignite)
Gen2 DBF Grant
Repairs, Maintenance & Upkeep
Insurance, Licences and Subs.
Wages and Salaries
Weddings & Funerals
Diocesan Fees
Fund raising & donations (incl hardship)
Events
2025
£
71,766
1,200
3,736
449
-
21,340
5,135
223
2,599
1,238
3,923
-
111,608
2024
£
73,484
1,365
6,368
999
191
3,761
5,171
2,617
235
4,690
509
1,081
100,471

Nb

The Parish Share was again paid in full 100% in 2025.

Page 11

St Mary The Virgin, Burton Latimer Notes to the Accounts - continued for the year Ended 31 December 2025

6 OTHER EXPENDITURE

Printing, Postage, stationery and IT
Salaries Admin
Bank Charges
Sundry (incl. Accountancy)
2025
2024
£
£
663
625
-
-
191
331
270
760
1,124
1,716

7 TRANSFER BETWEEN FUNDS

No Funds were transferred from the CBF fabric account to main current account this year. The PCC agreed to use this for easy access to funds for fabric if required.

7a See note 9 below

8 FIXED ASSETS

See page 13 for the assets retained for the church uses. These are depreciated over four years. All Assets have now been fully depreciated.

9 INVESTMENT SHARES

The value of the shares as at 31 December 2025 was £298,268.49. There was a investment loss on the two investments (sold) and new investment switch too during the year reducing by £20,270 in value.

10 CURRENT ASSETS

The Current Assets include:

Debtor of £1,348 owing from Barton Petroleum as St Mary's account is in credit balance as at 31.12.25. There is also another Debtor relating to the Gift Aid claim tax to be recovered relating to 2025 £410.75. The two other accounts include the main current account with cash at bank as at 31 December 2025 £7,852 and Barclays premium account with a balance of £47,474. There was also cash in hand balance of £236.

11 CURRENT LIABILITIES

There was a return for the Diocesan fees for quarter to 31 Dec 2025 Q4 which was £698.

Page 12

The Parish Church of St Mary the Virgin, Burton Latimer Year Ending 31st December 2025 Assets Retained for church's use

Cost
Add'n
Disposal
Cost
b/fwd
c/fwd
Furniture & Fixtures
R
1,834.00
-
-
1,834.00
Expansion Vessel
R
793.13
-
-
793.13
Alarm system
R
5,727.24
-
-
5,727.24
Audio system
R
1,785.17
-
-
1,785.17
Audio system
R
1,785.17
-
-
1,785.17
2 x Printers
U
2,000.00
-
-
2,000.00
1 x Laptop
U
384.00
-
-
384.00
Sound System
U
2,052.92
-
-
2,052.92
Sound System
R
100.74
-
-
100.74
Sound System
R
1,532.90
-
-
1,532.90
Light Bulbs
R
220.02
-
-
220.02
Sound System
R
1,532.90
-
-
1,532.90
Printer
R
2,154.00
-
-
2,154.00
21,902.19
-
-
21,902.19
U = Unrestricted
U
R = Restricted
R
As per Treasurer
COST
b/fwd
charge
disp
c/fwd
1,834.00
-
-
1,834.00
793.13
-
-
793.13
5,727.24
-
-
5,727.24
1,785.17
-
-
1,785.17
1,785.17
-
-
1,785.17
2,000.00
-
-
2,000.00
384.00
-
-
384.00
2,052.92
-
-
2,052.92
100.74
-
-
100.74
1,532.90
-
-
1,532.90
220.02
-
-
220.02
1,532.90
-
-
1,532.90
2,154.00
-
-
2,154.00
21,902.19
-
-
21,902.19
4,436.92
-
17,465.27
-
21,902.19
-
DEP'N
NBV
NBV
31/12/2020
31/12/2019
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-

Page 13

St Mary the Virgin
Bank Reconciliation
Barclays Bank Balance as at 31 December 2025 7,852.10
account no. 70225231
Add Outstanding Deposits:
-
Less unpresented Cheque(s)
-
7,852.10
Cash Book Balance as at 31st December 2025 7,852.10
-

Page 14