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

St Mary's, Kings Worthy Annual Report 2022 -,lJi,;-}

Rector’s Report

The annual report is a chance to look back and reflect upon the ministry and worshipping life of St Mary’s. I guess it’s a mix between the ‘Chancellor’s budget’ address and an acceptance speech at the Oscars – highlighting key things that have happened with a nod to the future, whilst thanking people for their contribution to making it happen – hopefully without the gushing tears of the Oscars.

This past year, 2022, has been another good and solid year for St Mary’s. I think all of us have thought at one time or another whether we are through Covid-19, and perhaps the reality has dawned upon us that there will never be an end to it. We now live with Covid as part and parcel of our lives, in much the same way we do with seasonal flu or winter colds. But Covid does cast a shadow over our lives – we are all still a little cautious and wanting to do the right thing and that is reflected in certain parts of our worship and our attendance from time to time.

Nevertheless, we continue on the journey forward, seeking to be living proof of a loving God to a watching community.

Before I move on and express my thanks I want to comment on four major events and things that happened in 2022.

Easter Day 2022

None of us present will ever forget the service we had on Easter Day 2022 when 7 people were baptised by full immersion. It fulfilled for me a long-held desire to undertake baptisms in this way at St Mary’s. The service was joyful and the worship through Word, testimony, song and sharing together was something I will cherish as a special highlight of my ministerial career.

Not that I see it as a one off - I believe we need to be seeing people baptised by full immersion as a regular and normal part of our growth and worshipping life. I’m delighted that the PCC have agreed to invest in a baptismal pool we might use whenever we can for those who wish to be baptised or renew their baptismal vows by full immersion.

2

Jemima’s Priesting & wider diocesan role

Another highlight was seeing Jemima priested at the Cathedral on July 2nd. We celebrated with her and her family as she successfully completed her deacon’s year and was priested, presiding with us for the first time on Sunday 3rd July. We are grateful for the ways in which she has enriched and contributed to our worshipping life.

Towards the end of the year, it became clear that a role within the diocese was opening up for Jemima which she felt right to accept. Jemima now leads the communications for the diocese (no small task) and is bringing great insight to all that the Bishops and their staff team are seeking to do and say as the diocese moves forward after a tricky time.

In practical terms Jemima is still involved and contributing as much as she can for which we are grateful. Her formal curacy will be successfully completed when she is signed off in July 2023 and I’m pleased to say that she will remain with us and continue to be a valuable member of the Ministry Team and worshipping community.

We must pray for Jemima and for the large weight of responsibility that she bears – particularly as we approach the announcement of a new diocesan bishop and ready ourselves for his or her arrival in late autumn.

Lighthouse & Ellie Payne

We know the adage that ‘God moves in mysterious’ ways and we also know that to be true. No more was this the case than in the collaboration we have had with Wildfire Youth Project and the appointment of Ellie Payne.

Ellie has been leading our young people and children, ably assisted by parent volunteers since late 2022 and in the short time she has been with us, she has made a great difference and contributed much. I think it has been welcomed by children/young people and their parents as they have seen her commitment to making faith relevant and alive in the everyday issues faced by our young people and children.

It has been a good fit and a great appointment; so much so that Ellie is hosting Wildfire from the offices within St Mary’s and the PCC were pleased to support that by granting her space and facilities to enable that ministry. My hope and prayer is that this work will continue and that we

3

Farewells

Whilst we said welcome and hello to new people in 2022, we also had the deaths of three church family members which is always hard for a worshipping community to bear. Sadly, Alan Gower, Paddy Piper and Nick Emmott-Dart went ahead of us to unimaginable light and glory, leaving us here to continue the journey in relative darkness. We are grateful for their presence and contribution to the life and ministry of St Mary’s in ways great and small and continue to extend our love and prayers to their surviving spouses, Diana, Lis and Debbie.

The good and solid year that is a result of collective effort on the part of many – who offer time, treasure and talents in many ways. All our gifts come together as an act of worship and thanks and we are the better for this being shared by many and not just the few.

Linda Banks relinquishes her role as our Treasurer this year. I want to thank her on your behalf for the excellent, calm and diligent works she has done over the last 8 years (and maybe more) that she has been our Treasurer. She has left the accounts in good shape and effected a long and thorough transition to Geraldine Brown, who will now be Treasurer in both parishes. Having worked with Geraldine for the past year at Headbourne Worthy, I know we are in good and safe hands in this regard. We thank these dear friends for their help and commitment to serving in this specific way.

Rob Brown and Joanne Meharg have served us well as churchwardens this past year, as well as offering wise support and counsel to me. It has become a close working relationship and one I very much value. We thank them for all that they bring, much of it unseen and time consuming.

Our hubs continue to lead much of the worshipping life within the church family and again, I am grateful for the hub caps and their lay teams for the support and commitment they give to leading these discrete functional areas. Going forward, I would like us all to find a home or place within a hub either as part of a team or as a prayer partner for that hub. I was reminded that when I went to secondary school I was assigned to a ‘house’ – I know it’s bit old fashioned and perhaps a tad anachronistic, but it worked. The hubs are in some way like that and I’d love to think that each person who sees themselves as committed to the future progression of St Mary’s would link to a hub to pray as the minimum and to serve beyond that if the need and opportunity arises.

4

We are blessed with a diverse, experienced and talented Ministry Team operating faithfully across both churches. I am grateful for their time and attention in preparing diligently and preaching and ministering faithfully. Andrew Maundrell retired from regular public ministry in 2022 and we thank him for all that he has given in the life of St Mary’s. The team is growing slightly older (as we all are) and that too, in time, will bring its resourcing challenges, a foretaste of which will happen during my sabbatical. Can I ask you to pray for those who minister among us as they pray for you. It is serious work and we seek to do our very best in serving you and the wider community. Many sincere thanks go to these valued and respected colleagues: Matthew Briggs, Lis Chase, Debbie EmmottDart, Stephen Golding, Jemima Lewis, Dave Mapes, Joanne Meharg and John Sweeting.

This report contains summaries of the work of each hub. Please read them and give thanks for the efforts that each are going to. Now we have effected a smooth transition of treasurers I shall be looking to re-establish the Stewardship hub at some point in 2023 with a primary focus on income and capital generation.

Moving Forward

Let me offer you some thoughts on where we are and where we might be going.

There are clear reasons why I think things are going well at St Mary’s and how it is that we can, and are, moving forward.

Firstly, strong leadership. We have a great PCC that is dedicated to the mission of the church, passionate about their faith, supportive of clergy and staff, and willing to take some risks.

Thankfully we’re not a for-profit religious corporation. I’m not the CEO, the PCC isn’t the board of directors, and you, the worshipping community, aren’t the shareholders. We’re a community of faith that seeks to follow Jesus in word and action; a group of people that strives to inspire one another to live with compassion and boldly proclaim Jesus as our Lord; an inviting place that shares the peace of God with all who enter our doors. The churchwardens and PCC understand this and they are committed to continuing to grow in faith and service.

5

Secondly, we are developing the ability to keep one foot firmly planted within the four walls of the church whilst having the other in the wider community. I look at Tuesdays Place and the impact for good it has had; I think of Warm Welcome, reaching out to ostensibly help those in need and fear of heating and cost of living crisis which turned out to be more about friendship and conversation. I think of the faithful ministry we offer in Christ’s name to those in need, those rejoicing, those who are sad and going through difficult times. At times it’s not flashy or glamorous work – it is often hard work, but it makes a difference in and to the community.

We have a responsibility to maintain the physical building of St Mary’s and St Mary’s Chapel to the best of our ability and available resources. But this must be balanced with looking outward, with doing outreach in the community, of being companions on the journey, of welcoming the stranger into our midst.

I should say that this isn’t a given in faith communities and increasingly we have to forge a new way of doing church as we continue to live in an increasingly secular society. It used to be the case that the church didn’t have to reach beyond itself too much. Many came partly out of habit and partly because it was simply the cultural norm. Also, in times past there was nothing else to do on a Sunday morning. How things have changed! Nowadays there is plenty to do from watching Match of the Day, kids’ football and rugby, to indulging ourselves at various kinds of shopping outlets and stores. This is just the reality of what we now face – whether you think it good or bad, I’ll leave up to you.

What it means is that we’re going through profound change and that isn’t easy – we need to be in and for the community as well as in and for the church. We have much more to learn in this area and we don’t always get it right, but we are seeking to do our best.

Thirdly, I like to think that we not afraid to fail. We do plan carefully, think deeply, but at times we also seize opportunities as they arise. I think of how we were able to respond in 2022 to the needs of Tanya and her children who fled here from Ukraine and who we were able to help and bless through raising a significant gift that saw her settled in her own home in Winchester.

6

What gives me most joy however, is what can’t be quantified – the spiritual growth, the encouragement we freely give, that praying that we do, the care and support we offer to those in varying degree of hurt or sadness, the lives touched through Alpha, through our preaching and teaching and the work of the Holy Spirit. It is because of the privilege of doing these often hidden things that we put so much into our respective callings — whether that’s to lay or ordained ministry. This is why I encourage you to be drawn ever deeper into the life of St Mary’s. You will encounter Jesus, you will be transformed, you will be made new.

In closing:

The PCC, Ministry Team and myself have spent a good part of 2022 pondering the future and at the APCM we will be inviting you to share in and contribute to a programme of activities that will span a number of years whereby we cherish St Mary’s and its place in and for our community. We have exciting times ahead and I, and others, look forward to sharing a vision with you about what that might mean, whilst giving us the opportunity to make it become a reality.

I have now been with you almost 8 years and both Helen and I love being here, worshipping and living among you. I count it a great privilege to lead and share the ministry and mission here in the Worthys with a great Ministry Team, committed wardens, good and faithful PCCs and volunteers doing so much.

That said, I largely carry the burden and challenge of day to day ministry in both parishes, assisted by the staff team (Karen, Catherine, Debbie & Ellie) and the absence of churchwardens and hubs at St Swithun’s means that I carry an additional workload there. In both parishes I officiate at over 99% of the funerals that come to us with increasing regularity. The diocese has recognised my 16 years ordained ministry and my 8 years here as meeting the threshold for a 3-month sabbatical starting September 1st 2023, returning for Advent Sunday, 3rd December.

God willing, this opportunity to rest, refresh and refocus will help me in the coming years to fulfil all that God wants of us at St Mary’s, Kings Worthy. I look forward to that.

My brothers and sisters in Christ, it remains a privilege to follow Jesus alongside you. To proclaim Jesus in Word and Sacrament as fellow pilgrims

7

on this journey of life and faith. And to share the peace of God that truly does surpass all understanding.

Revd Paul Bradish Rector of Kings Worthy April 2023

8

Electoral Roll

The Parish of St Mary’s Church Kings Worthy Electoral Roll 2023

The Electoral Roll for St Mary’s Church has been updated, with a closing date of April 7th.

The results are as follows: Electoral Roll as at 9th April 2021: 140 Electoral Roll as at 7th April 2022: 142

The above figures reflect:

The addition of 4 new members

The removal of 2 previous members who passed away during the last year.

Thus 2 names have dropped off the list.

A full list of members can be seen at the church office.

r Andrew Maundrell, Electoral Roll Office

Safeguarding

2022 has been quite a busy year with regards to Safeguarding-related activity. Lynda Clark came back into the role of Parish Safeguarding Officer to work jointly with Lis Mayell. 19 DBS applications were completed, some of which were renewals.

There was also a concerted effort to get all volunteers and PCC Members hrough their required safeguarding training and we are pleased to report that all PCC Members have either completed all the necessary training, except one who is booked to complete the final required course next month. Nearly all volunteers are in the same position.

A major change has been our decision to use the Church of England’s online Safeguarding reporting system, the Parish Dashboards, which at any time reflect the current, constantly-up-dating situation. This has involved a considerable amount of work which is on-going and, at the time of writing this report (3/4/23) is 78% complete. None of the outstanding action points are marked as urgent.

There have been no safeguarding incidents or situations of concern.

Lynda Clark & Lis Mayell

9

Parochial Church Council

The PCC has the responsibility of working with the Rector to promote the whole mission of the Church within the parish of Kings Worthy and beyond. The Rector, who is also the Rector of Headbourne Worthy, lives in the Rectory at 4 Campion Way, King’s Worthy.

The principal officers of the PCC are the Churchwardens, who are officers of the Bishop. They are elected at the Annual Meeting, when all adult members of the parish as well as members of the Church Electoral Roll may vote. Other ex-officio members of the PCC are the Associate Minister, Curates, Licensed Lay Ministers, and any members of the Deanery Synod and Diocesan Synod. The Annual Parochial Church Meeting (APCM) elects the other members of the PCC, and members of the Deanery Synod, all of whom serve for a three-year term and are eligible for re-election.

The APCM covering the year 2022/23 will be held on Sunday 21st May 2023.

During 2022/23, the following served as members of the PCC:

Ex-officio

Rector (Chairperson of the PCC): Revd Paul Bradish Churchwardens: Rob Brown, Joanne Meharg

Curate: Revd Jemima Lewis

Licensed Lay Ministers: John Sweeting

Licenced Lay Worker: Matthew Briggs Deanery Synod: Jonathan Smith, Bayo Adebiyi Treasurer: Linda Banks

The current elected members of the PCC as of the end of 2022/23 are as follows:

Edward Chase, Andy Blaxland, Charlene Cable, Laura Stevenson, Helen Emery, Julie Young, Catherine Latham, Andrew Maundrell and Debbie Emmott-Dart.

Meetings have reverted back to being face to face meetings, after the covid pandemic. The last APCM was held on 24th April 2022, but it covered events from April 2021 - April 2022.

10

The PCC has met 9 times since April 2022 on the following dates:

24th April 2022 16th January 2023
20th June 2022 27th February 2023
5th September 2022 27th March 2023
17th October 2022 24th April 2023
28th November 2022

The PCC representation over the course of the year was as follows: (figures show number of meetings attended since April 2021 unless otherwise stated)

Revd Paul Bradish 7 Edward Chase 5
John Sweeting* 2 Andy Blaxland 7
Matthew Briggs 6 Laura Stevenson 5
Jemima Lewis 7 Helen Emery 6
Rob Brown 6 Julie Young 7
Joanne Meharg 7 Catherine Latham 7
Linda Banks 7 Andrew Maundrell 6
Charlene Cable 8 Debbie Emmott-Dart 7

11

Standing Committee: This is the one committee required by law, which is empowered to carry out the functions of the PCC between meetings, subject to an expenditure limit of £1000 per item. It has to include the Rector, Churchwarden(s), and at least two other members of the PCC. The members in 2022/23 were the Rector (Chair), Jemima Lewis, Rob Brown, Joanne Meharg, Linda Banks, Charlene Cable, Helen Emery, Andy Blaxland and Julie Young.

Hub Structure

Physical resources: To oversee, lead, encourage and take forward the work of the property committee, but to also include: strategy and oversight for all buildings (Church, Chapel, Church Rooms, and Vergers Cottage), building maintenance thereon, quinquennial inspections, building faculties and the strategy, policy and practical hiring out of church premises.

Children, youth and families: To oversee, lead, encourage and do work that sees us reach and meet the spiritual (and where possible practical) needs of our children, young people and families in the church family and where appropriate the local community.

Eco Church and Environment: To oversee, lead, encourage and do work that means we become ‘eco responsible’, carbon neutral and that we care for all aspects of creation and the environment to the extent possible within our overall strategy and plans; to oversee and manage the churchyard as a special part of ‘God’s acre’.

Engagement and Pastoral Support: To oversee, lead, encourage and do work that ensure that everyone can find a home and safe place within the worshipping community of St Mary’s; where all gifts can be valued and deployed and that needs met through friendship, kindness and generosity in groups large and small; where we offer a genuine and authentic welcome to anyone who visits or journeys with us and to set up the church to facilitate such a welcome.

Blessing Others: To oversee, lead encourage and do work that makes sure that we do not hoard time, talents and treasure for ourselves but adopt a flexible, generous system of giving away to others in hardship and need (or by way of support) be that locally, nationally and globally; be that temporary or for longer periods of time.

12

Mission and Ministry: To oversee, lead, encourage and do work that ensures that we offer a high quality, creative, engaging and anointed experience of worship to God in all that we do, in whatever format we can – this hub specifically covers: Worship & Music (to include A/V); Preaching & Proclamation; Teaching, Learning & Discipleship Study; Prayer; Growing Vocations; Digital/Online; Vestry & Sunday Set-Up; Safeguarding; Mission & Evangelism (Sharing Good News).

Individual responsibilities: Health & Safety Officer (Paul Young), Safeguarding Officer (Lis Mayell/Lynda Clark), Young People’s Representative (Vacant), Electoral Roll Officer (Andrew Maundrell), Treasurer (Linda Banks), Gift Aid Secretary (Brigitte Drabble) and PCC Secretary (Charlene Cable).

Charlene Cable, PCC Secretary

Churchwarden’s Report

There has been much to thank God for in the last year.

A real highlight of the year was Easter Day with six Baptisms by full immersion It was great to have so many adults and young people publicly declaring their faith in this way.

To accommodate the baptistry some of the choir stalls were moved. We have explored using the additional space creatively; including making more space for the musician each week, a sand pit at July’s Breakfast church, and hosting an evening to thank volunteers at Christmas.

In the summer the generosity of the church and village community enabled us to support a Ukrainian Family into settled long term housing. Tuesday’s Place has continued to thrive serving the senior members of the community. As part of the national movement, we offered Warm Welcome over the winter months as a warm place for a meal and friendship.

Learning4Life has become a regular feature of our teaching calendar as we seek to be a community growing in faith and discipleship.

Having advertised, unsuccessfully, for a Children’s Youth and Families Worker early in the year, we were delighted to welcome Ellie Payne in December as a sessional youth and children’s worker. She has been embraced by our families and adds another layer to the provision we offer on a Sunday morning. 13

The Buildings continue to be in good repair, the new paving outside St Mary’s has been a real positive improvement. The Physical resources Hub did a great job painting the Audsley room and offices over the summer. The Eco Hub have done an excellent job keeping the Churchyard in order. We are fortunate that as a church we continue our missing giving through the Blessing Others Hub and the new grant application process has proved to be successful.

So much of the life of the church community depends on people who faithfully serve, often in the background. The Hubs have really bedded in this year as a way for people to offer skills and talents to the life and work within the church. In October there was a focus on the various small groups which form the basis of our pastoral care. It was good to hear from representatives of home and special interest groups each Sunday.

Particular thanks go to Lynda Banks as this is her last year as treasurer, her stewardship has been greatly appreciated. Another key background role is that of the Safeguarding Officer, and Liz Mayell stepping up to share this role with Linda Clake has been a real benefit. Jemima Lewis our curate was Priested in July and we celebrated with her sharing lunch together after her first presiding service.

Final thanks go to the ministry team who invest so much into the community at St Mary’s and the Chapel and to Paul as he leads the church.

We are grateful for so much and cherish the freedoms we have to worship God in such a caring community. We look forward to the future with hope and expectation.

We believe that we have worked well together as a team supporting Paul in all the good work he does on behalf of God. We look forward to the coming year.

In Christ, Rob Brown & Joanne Meharg

14

Deanery Synod

Deanery Synod is not nearly as dry as it sounds. It takes the form of a gathering of members of local Anglican churches for a time of worship, mutual encouragement and sharing of ideas. Because of a change of leadership (Revd Ed Dines becoming the new Area Dean) there were only two meetings in 2022.

The February meeting was a Zoom meeting and included a presentation on the Deanery Mission Action Plan (first set in 2018). A review had been undertaken and it had been decided to consolidate the original five objectives into four, as follows:

  1. To enable and equip churches to respond to new opportunities

  2. To support ongoing collaboration between churches

  3. To extend our ministry amongst young people

  4. To root the mission and ministry of the Deanery in prayer

At the October meeting, amongst other things, we heard about the Church of England’s Vision and Strategy, the priorities of which are to become a Church of missionary disciples, to be a Church where a mixed ecology is the norm and to be a Church that is younger and more diverse.

There was also a video message from Bishop Cranmer Mugisha and Mama ope with thanks for those churches which had supported the training of Readers in the Diocese of Muhabura.

Lake Mutanda, Muhabura Diocese, Uganda

Jonathan Smith & Bayo Adebiyi

15

Treasurer’s Financial Summary

For detailed analysis of the 2022 accounts please see the detailed financial statement later in this report.

Total receipts on unrestricted funds came to £141,679, of which £76,688 was unrestricted voluntary donations and a further £16,682 from Gift Aid Tax recovered. Restricted donations of £7,950 also received and detailed in the Financial Statement.

Income from charitable activities, hire of Church Rooms, Chapel, wedding and funeral fees, fund raising initiatives and a surplus on Parish Magazine sales & advertising revenue, raised £33,758.

Verger’s Cottage valued at £475,000 by Goadsby in October, rent received from this valuable asset totalled £11,110. £2,951 interest retained in the CBF Deposit Account. The valuation of the four Endowment Funds decreased by £3,897.

Several grants received included an application in 2021 to the Listed Places of Worship Scheme for the recovery of £778.60 VAT on eligible projects during that year. The Winchester Diocese Board of Finance granted the refund of the Quinquennial Inspection Fee of £849.77. Hampshire County Council awarded £890 towards cost of blocked paving installation in the Churchyard. In December the WDBF gave an Energy Grant of £1,825 and the PCC of Kingsworthy passed on 50% (£912.50) to St Swithun’s Church. £139,222 was spent from unrestricted funds to provide Church ministry costs, salaries, charitable activities, maintenance of St Mary’s Church and Chapel and to pay the Common Mission Fund (Parish Share) of £71,534. The CMF provides central Diocesan costs of supporting Parish Life, including stipend, housing, insurance, pension and training.

16

Installation of the new blocked paving cost £7,905 including the charge incurred by HCC for diverting the public footpath while the work was carried out. A defibrillator purchased for £1,612 will be depreciated over 4 years. £7,830 was distributed by the Blessings Others Hub to local charities and mission partners.

Careful management of activities and expenditure, donations and giving throughout the year, resulted in a net surplus of £2,457 in unrestricted funds; the unrestricted reserves balance of £40,984 is comfortably within the requirement to hold 3 months payment of Parish Share, Salaries and Utility costs. The 2021 Chisslands Trust gift, in Designated and Restricted Funds remains in the CBF Deposit Account and plans for its use will proceed in 2023.

In summary, we closed 2022 with reserves of £766,129, made up of £157,442 held in unrestricted and designated funds, £84,294 in Restricted Funds, £29,393 Endowment investments and £495,000 valuation of tangible fixed assets.

I am pleased to reflect on the generosity of those in the parish of St Mary’s Church and the Chapel in Springvale. On behalf of the PCC, I thank you all for the financial support you have given in 2022 which is very much appreciated.

Finally I would like to thank Karen Briggs for her ever helpful assistance to the Treasurer and Brigitte Drabble for her valuable work as Gift Aid Secretary. Grateful thanks also to Paul Bradish and PCC members for their help and support this year and during all my time as Treasurer.

Linda Banks

17

Blessing Others Hub

Members of The Blessing Others Hub:

Colin Arnett, Diana Brooks, Geraldine Brown, Kathryn Hodnott and Andrew Maundrell

We are delighted to report that our new grant application process is very successful. Our Hub has met four times this year where we have assessed thirteen grant applications against our robust but not onerous

set of criteria. As you can see from the successful applicants below, they represent different needs in both our local, wider and international communities.

We are thankful that as a church we are in a position to give to others and as members of the Hub we feel privileged to be able to share God’s love on your behalf. Thank you to everyone at St Mary’s who have given generously, in total we have given £7,380 this year.

Helping the Boaz Project to provide wifi across their 4.5 acre site.

Funding to train and equip new volunteers for Winchester Street Pastors.

Funding work by Tracy and Jason Day with the Church Mission Society. One initiative is opening a pregnancy crisis centre in Thailand.

18

Making Albanian Christian films and translating films from English to Albanian.

Helping those on low or zero incomes access counselling support at the Olive Branch.

Supporting Wildfire Youth Project

Supporting The Winchester Beacon

What the families say:

“I don’t like big groups, so this really suits me. The kids like coming”

“I like coming here. There is always someone to talk to and look after the baby and the coffee is good.”

“I only live across the road so it’s really easy for me to get here. I don’t drive.”

19

Children, Youth & Families Hub

St Mary’s work with children and young people has made significant strides this year, with all the volunteers working hard to restore a thriving offering following the challenges of Covid. The pandemic had a

negative impact on young people’s work all over the country, but we emerged with a new service pattern that put young people at the heart of our worshipping community. There is Forest Church on the second Sunday of the month, which continues to thrive and reach a varied group of families, many of whom do not come to regular church services. We must acknowledge the role of Charlotte Smith in all she does to plan wonderful engaging activities every month, and her committed team Jonathan Smith, Sheila Wooding and Lorna Selwood.

Breakfast Church (all age) service on the fourth Sunday, overseen by Paul and Jemima, has also remained well attended by lots of families who seem to appreciate the mixed economy of accessible liturgy and engaging preaching, hospitality and craft activity - truly something for everyone! Jill Prince has also continued in her committed and creative ministry to our youngest children, running Bubbles toddler group each week and Little Fishes on two Sundays a month which engages children with bible stories through crafts, games and storytelling that is always fun, gentle and age appropriate. A huge thanks to Jill for her tireless work with our little ones over many years!

To oversee the work, we endeavoured to recruit a youth and children’s worker but, despite a competitive offering and placing the advert in prominent places, we only had 3 applications - 2 of which lacked the required experience, and the other application was withdrawn following another job offer. However, it seemed God had other plans! Not long

20

after the disappointment of not recruiting, the PCC looked to source some sessional youth work to primarily cover the Lighthouse Sundays, and in doing so we were introduced to Ellie Payne who runs Wild Fire Youth Project (wildfireyouthproject.com) - a collective of youth workers in Winchester offering events and equipping. Ellie herself offered to cover the two Lighthouse sessions and her first session was in November 2022. Together she and the young people discussed topics they would like to cover to plan a programme of work, and recently the relationship has developed as Ellie has moved her administrative hub into one of the St Mary’s church offices. In her own words:

‘We have been tackling some of the youths’ big questions: for example, who is Jesus? How can we believe the Bible is true? And, has science disproved God? The youth and children were also involved in an interactive all age Mothering Sunday service where every church pew was full! It has been a huge blessing to locate Wildfire’s HQ in the youth office at St Mary’s and work more closely during the week with the team. Thank you to the PCC for this provision and support.’

A huge thank you to Ellie for her vision, passion and energy. We are so excited about what God is doing and the future of youth ministry in the Worthies with Ellie’s involvement!

Revd Jemima Lewis

21

Physical Resources Hub

The Physical Resources Hub is now in its 2nd year and continues to support St Mary’s and the local community with work and projects that enhance our buildings and worship activities.

Following our Quinquennial inspection in late 2021 we have drawn up a programme of work for the next five years, including works that are required to the tower and roof - mainly repointing and general repairs. We have commenced redecoration of the church rooms with the Audsley Room, kitchen, hallways and office completed during the summer and autumn of 2022. In doing so our hirers, ministry team, congregation, volunteers and visitors have a space that is clean, functional, welcoming and friendly. The old existing fire panel and alarms at St Mary’s have been upgraded and we have installed a defibrillator. We are currently gathering quotes for refurbishment of the church room toilets.

Together with the Eco Hub we have undertaken some exterior work including the laying of a new path outside the main church door and church rooms. This has created a much safer surface and has really enhanced the look of the church yard. We are extremely grateful to have received a generous donation that helped to make this possible. We will be extending this new paving through the lower church yard in Spring 2023.

Major works and projects are only a small part of of what we do. Our hub undertakes all aspects of maintenance for the church, church rooms, chapel and Vergers Cottage. This ranges from replacing light bulbs to building a baptistry, fixing door locks, repairing pews, spring cleaning, hanging advent stars, restocking kitchen consumables, erecting fence panels and much much more. We are responsible for the hiring of our hall spaces and have reviewed and rewritten our letting terms and conditions. We have a hub member who is responsible for all aspects of health and safety in our buildings and the continual review of risk assessments for all church activities.

We are custodians of a beautiful church building that is a central focus to our mission and the community. We feel privileged to have the responsibility for its upkeep and enhancement.

22

Engagement and Pastoral Support Hub

Hub leaders: Jemima Lewis, Jill Mapes, Helen Bradish supported by Karen Briggs

The Engagement & Pastoral hub oversees the work of making sure that everyone can find a home and a safe place within the worshipping community of St Mary’s; and that people’s needs are met through friendship, kindness, and generosity

We look after many of the pastoral areas of church life including home groups,, pop up groups, pastoral visiting, Sunday Welcome, Tuesday’s Place and others.

‘virtual’ members to existing home groups for support and care.

refreshments. Many notes of appreciation were received from those that gathered that evening.

2023 is bringing more developments and growth in the team and we are excited for the future at St Mary’s as we grow and love and kindness together.

Helen Bradish

23

Eco Church & Environmental Hub

The Eco and Environment Hub is co-ordinating St Mary’s work to become more eco-responsible, on a journey towards becoming a carbon neutral church, and to actively and appropriately care for and appreciate all aspects of God’s creation and the environment in our church locality and the wider world. We are working together to identify actions we can take both within St Mary’s and within our wider community, taking into account national church and governmental policy in this area.

During 2022 we have focused on caring for and maintaining St Mary’s churchyard and grounds at St Mary’s Chapel, as well as taking forward some of the environmental actions and priorities we set last year relating to the work of the church and caring for the environment we live in.

Some of our actions and plans will be achieved in the short-term, but others will take longer. The key items we are currently investigating and working on are:

24

If you would like more information, or to help and support the work of the Eco Church and Environment Hub, please contact one of us at church or by email or phone through the church office

Andy Blaxland, Laura Stevenson, Catherine Latham, Edward Chase, Amanda Hassell, Charlotte Smith, Jonathan Smith, Tim Selwood

Missional Ministry Hub

awaiting report

25

Independent Examiners report to the Trustees of The Parochial Church Council of St Mary’s, Kings Worthy For the year ending 31[st] December 2022

I report to the Trustees on my examination of the accounts of the PCC for the year ended 31[st] December 2022.

Responsibilities and basis of report

As the trustees of the Charity you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (‘the Act’).

Independent examiner’s statement

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:

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.

C J GOODHEAD FCA

Date:

Knight Goodhead Limited Chartered Accountants 7 Bournemouth Road Chandler’s Ford Eastleigh Hampshire SO53 3DA

26

The Parochial Church Council of St Mary’s, Kings Worthy

Statement of Financial Activities For the year ending 31[st] December 2022

Statement of Financial Activities
notes Unrestricted Restricted Endowment
Funds
Funds
Funds
2022
2021
Income
2
Donations & Legacies
93,370
7,975
0
101,345 242,215
Other Trading Activities
15,293
0
0
15,293
7,109
Investments
14,551
361
0
14,912
11,436
Charitable Activities
18,465
0
0
18,465
14,338
Other Income
0
0
0
0
721
Total Income
141,679
8,336
0
150,015 275,819
Expenditure
3
Fund Raising Trading costs
2,556
0
0
2,556
131
Charitable Activities
136,666
6,716
0
143,383 131,382
Total Expenditure
139,222
6,716
0
145,939 131,513
Net Income/Expenditure before
transfers
2,457
1,620
0
4,077 144,306
Gross transfers between funds - In
6,164
224
0
6,388
0
Gross transfers between funds - Out
(6,366)
0
0
(6,388)
0
Net Income/Expenditure before
other recognised gains/losses
2,233
1,844
0
4,077 144,306
Gains & Losses on investment assets
125,000
0
(3,896)
121,104
4,187
Net Movement in Funds
127,233
1,844
(3,896)
125,181 148,493
Balance b/f 1st January 2022
523,893
83,767
33,290
640,950 492,457
Balance c/f as at 31st December 2022
651,126
85,611
29,394
766,131 640,950
Annual report and SORP accounts approved
bythe PCC on
And signed on its behalf by
Rector/PCC Member
Reverend Paul Bradish
PCC Member		 Statement of Financial Activities
notes Unrestricted Restricted Endowment
Funds
Funds
Funds
2022
2021
Income
2
Donations & Legacies
93,370
7,975
0
101,345 242,215
Other Trading Activities
15,293
0
0
15,293
7,109
Investments
14,551
361
0
14,912
11,436
Charitable Activities
18,465
0
0
18,465
14,338
Other Income
0
0
0
0
721
Total Income
141,679
8,336
0
150,015 275,819
Expenditure
3
Fund Raising Trading costs
2,556
0
0
2,556
131
Charitable Activities
136,666
6,716
0
143,383 131,382
Total Expenditure
139,222
6,716
0
145,939 131,513
Net Income/Expenditure before
transfers
2,457
1,620
0
4,077 144,306
Gross transfers between funds - In
6,164
224
0
6,388
0
Gross transfers between funds - Out
(6,366)
0
0
(6,388)
0
Net Income/Expenditure before
other recognised gains/losses
2,233
1,844
0
4,077 144,306
Gains & Losses on investment assets
125,000
0
(3,896)
121,104
4,187
Net Movement in Funds
127,233
1,844
(3,896)
125,181 148,493
Balance b/f 1st January 2022
523,893
83,767
33,290
640,950 492,457
Balance c/f as at 31st December 2022
651,126
85,611
29,394
766,131 640,950
Annual report and SORP accounts approved
bythe PCC on
And signed on its behalf by
Rector/PCC Member
Reverend Paul Bradish
PCC Member		 Statement of Financial Activities
notes Unrestricted Restricted Endowment
Funds
Funds
Funds
2022
2021
Income
2
Donations & Legacies
93,370
7,975
0
101,345 242,215
Other Trading Activities
15,293
0
0
15,293
7,109
Investments
14,551
361
0
14,912
11,436
Charitable Activities
18,465
0
0
18,465
14,338
Other Income
0
0
0
0
721
Total Income
141,679
8,336
0
150,015 275,819
Expenditure
3
Fund Raising Trading costs
2,556
0
0
2,556
131
Charitable Activities
136,666
6,716
0
143,383 131,382
Total Expenditure
139,222
6,716
0
145,939 131,513
Net Income/Expenditure before
transfers
2,457
1,620
0
4,077 144,306
Gross transfers between funds - In
6,164
224
0
6,388
0
Gross transfers between funds - Out
(6,366)
0
0
(6,388)
0
Net Income/Expenditure before
other recognised gains/losses
2,233
1,844
0
4,077 144,306
Gains & Losses on investment assets
125,000
0
(3,896)
121,104
4,187
Net Movement in Funds
127,233
1,844
(3,896)
125,181 148,493
Balance b/f 1st January 2022
523,893
83,767
33,290
640,950 492,457
Balance c/f as at 31st December 2022
651,126
85,611
29,394
766,131 640,950
Annual report and SORP accounts approved
bythe PCC on
And signed on its behalf by
Rector/PCC Member
Reverend Paul Bradish
PCC Member
Annual report and SORP accounts approved
bythe PCC on
And signed on its behalf by
Rector/PCC Member Reverend Paul Bradish PCC Member

27

The Parochial Church Council of St Mary’s, Kings Worthy Comparative Statement of Financial Activities For the year ending 31[st] December 2021

Comparative
Statement of Financial Activities Notes Unrestricted Restricted Endowment
Funds Funds Funds 2021
Income 2
Donations & Legacies 164,175 78,040 0 242,215
Other Trading Activities 7,109 0 0 7,109
Investments 11,087 349 0 11,436
Charitable Activities 14,338 0 0
 14,338
Other Income 0 721 0
 721
Total Income 196,709 79,110 0 275,819
Expenditure 3
Fund Raising Trading costs 131 0 0 131
Charitable Activities 125,747 5,635 0 131,382
Total Expenditure 125,878 5,635 0 131,513
Net Income/Expenditure before transfers 70,831 73,475 0 144,306
Gross transfers between funds-In 5,548 0 0
 0
Gross transfers between funds-out (5,548) 0
0
 0
Net Income/Expenditure before
other recognised gains/losses 70,831 73,475 0 144,306
Gains & Losses on investment assets 0 0 4,187
 4,187
Net Movement in Funds 70,831 73,475 4,187 148,493
Balance b/f as at 1st January 2021 453,062 10,292 29,103 492,457
Balance c/f as at 31st December 2021 523,893 83,767 33,290 640,950

28

The Parochial Church Council of St Mary’s, Kings Worthy Balance Sheet for the year ending 31[st] December 2022

Fixed Assets Notes 2022 2021
Tangible Fixed Assets: Property
Vergers Cottage 5a 475,000 350,000
St Mary's Chapel 5a 20,000 20,000
Office Equipment 5b 1,096 1,644
Defibrillator 5c 1,210 0
Investments 5d 29,394 33,290
sub total 526,700 404,934
Current Assets
Debtors 6 9,330 5,746
Short Term Deposits 223,256 228,304
Cash at Bank 11,871 9,732
sub total 244,457 243,782
Liabilities falling due within one year 7 5,026 7,766
Net Current Assets 239,431 236,016
Net Assets 766,131 640,950
Funds 8
Unrestricted
General Reserve 40,984 30,442
Designated
Charitable Giving 4,106 5,821
Music 1,126 1,126
Fabric 6,190 6,940
Chisslands Charity Gift 67,500 67,500
Community Outreach 205 205
Alpha & Missions 129 129
Anna Chaplaincy 0 162
Pantry 0 63
Rectors' Discretionary 1,472 1,686
Legacy 34,414 39,819
Church Hall 20,000 20,000
Verger's Cottage 475,000 651,126 350,000 523,893
Restricted
Youth Education & Worker 75,889 76,963
Restricted Giving 0 0
Chapel Trust 424 424
Childrens' Summer Lunch Club 550 550
Community Sanctuary Chest 553 0
Warm Welcome 763 0
Churchyard Maintenance 6,835 5,627
Tuesday's Place 597 85,611 203 83,767
Endowment
Northbrook Trust 16,446 18,641
Churchyard Fund 12,948 29,394 14,649 33,290
Total Funds 766,131 640,950

29

The Parochial Church Council of St Mary’s, Kings Worthy Notes to the Financial Statements For the year ending 31[st] December 2022

1. ACCOUNTING POLICIES

The financial statements have been prepared in accordance with the Church Accounting Regulations 2006 together with applicable accounting standards and the 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 (FRS102) (effective January 2019). The statements have been prepared under the historical cost convention except for the valuation of the investment assets, which are shown at market value, and the Verger’s Cottage, which is shown at an independent valuation.

The financial statements include all transactions, assets and liabilities for which the PCC is responsible in law. They do not include the accounts of church groups that owe their main affiliation to another body or those that are informal gatherings of church members.

Funds

A description of the specific Funds is given in note 8 to the financial statements.

The Unrestricted Funds are not subject to any restrictions regarding their use and are available for application for the general purposes of the PCC.

Designated funds are unrestricted funds earmarked by the trustees for particular purposes.

The Restricted funds comprise funds where money has been given for a particular purpose and where the whole of the money, capital and income, may be applied only for that purpose.

The Endowment funds are funds where only the income may be applied: income from the Northbrook Trust may be applied for any of the purposes of the church, while income from the Churchyard Fund has to be applied for maintenance of the churchyard. Both funds are permanent endowment, i.e. the capital cannot be spent.

2. INCOME

Planned giving receivable under covenant or otherwise, Collections, Gift Aid donations, Grants and Legacies, Are accounted for when received.

Funds raised by events (e.g. annual fete)

Are accounted for gross, with costs stated separately;

Income from parish magazine sales and advertisements

Is stated gross, with costs reported separately.

Rental income from the letting of church premises

Are accounted for when the rental is due.

Dividends and interest

Are accounted for when receivable.

Gains and losses on investments

Realised gains or losses are accounted for when investments are sold.

Unrealised gains or losses are accounted for on revaluation of investments at 31[st] .December.

30

The Parochial Church Council of St Mary’s, Kings Worthy Notes to the Financial Statements For the year ending 31[st] December 2022

INCOME

INCOME
Unrestricted Restricted Endowment
Funds Funds Funds 2022 2021
Income
Donations & Legacies
Planned giving "Gift Aid" 63,330 0 0 63,330 60,101
"Gift Aid" Tax reclaimed 16,682 0 0 16,682 16,669
Planned giving not "Gift Aid" 0 0 0 0 700
Other Giving 2,747 1,748 0 4,495 3,933
Donations 7,180 5,057 0 12,237 159,063
Tuesday's Place 0 170 0 170 0
Grant 3,431 0 0 3,431 1,750
Legacies 0 1,000 0 1,000 0
sub total 93,370 7,975 0 101,345 242,216
Trading Activities
Parish Mag adverts 1,968 0 0 1,968 2,974
Chapel Rental 5,737 0 0 5,737 2,374
Fund Raising events 7,588 0 0 7,588 1,761
sub total 15,293 0 0 15,293 7,109
Investments
Dividends & Interest 3,440 361 0 3,801 872
Verger's Cottage 11,111 0 0 11,111 10,564
sub total 14,551 361 0 14,912 11,436
Charitable Activities
Parish mag sales 3,505 0 0 3,505 3,223
Church Rooms Rental 11,309 0 0 11,309 7,911
Wedding/Funeral Fees 3,651 0 0 3,651 3,203
sub total 18,465 0 0 18,465 14,337
Other Income
Furlough Income 0 0 0 0 721
Total Income 141,679 8,336 0 150,015 275,819

31

The Parochial Church Council of St Mary’s, Kings Worthy Notes to the Financial Statements For the year ending 31[st] December 2022

3. EXPENDITURE

Grants for charitable purposes

Grants and donations are accounted for when paid over, or when awarded if that award creates a binding obligation on the PCC.

Charitable activities

The Parish Share is accounted for when payable.

Maintenance expenditure, whether accounted for through the Fabric Fund or otherwise, is treated as extraordinary only when major and the subject of a special appeal for funds; funds used for such purposes are treated as extraordinary income.

Unrestricted Restricted Endowment
Funds Funds Funds 2022 2021
Expenditure
Raising Funds
Fund Raising Costs 2,556 0 0 2,556 131
sub total 2,556 0 0 2,556 131
Charitable Activities
Charitable Giving 7,830 3,252 0 11,082 9,265
Parish Share 71,534 0 0 71,534 65,862
Clergy Expenditure inc Admin 16,143 0 0 16,143 17,703
Curate Honorarium 1,350 0 0 1,350 900
Caretaker/Cleaning 3,899 0 0 3,899 3,203
Upkeep of Services 3,488 0 0 3,488 2,547
Churchyard 5,966 2,152 0 8,118 1,224
Magazine costs 5,058 0 0 5,058 4,966
Chapel costs 3,108 0 0 3,108 4,062
Church & Rooms costs 11,272 0 0 11,272 13,770
Verger's Cottage costs 469 0 0 469 2,349
Administration 5,303 0 0 5,303 4,547
Administration Outreach 193 237 0 430 0
Support (Youth) 93 1,075 0 1,168 84
Independent Examination 960 0 0 960 900
sub total 136,666 6,716 0 143,382 131,382
Total Expenditure 139,222 6,716 0 145,938 131,513

32

The Parochial Church Council of St Mary’s, Kings Worthy Notes to the Financial Statements For the year ending 31[st] December 2022

4. STAFF COSTS (included within charitable activities per note 3)

Charitable activity Wages & Salaries 2022 2021
ClergyExpenses 2 Administrators(average 25hrs/week) £11,406 £13,338
Upkeep of Services Minister of Music
Caretaker & Cleaner		 £1,680
£3,897		 £1,623
£2,482
Assistant staff Youth Worker £nil £nil

Wages and Salaries

Pension payments commenced November 2016.

Tax and National Insurance contributions have been deducted where applicable.

Payments to PCC members

Expenditure on behalf of the PCC:

5 members of the PCC, excluding the Rector, received reimbursement for expenditure made on behalf of the PCC during 2022, mainly for consumable administration, outreach supplies, and works for the Chapel, Church Rooms and building, for a total of £2,129 (2021 - £780).

5. FIXED ASSETS

Consecrated land and buildings and movable church furnishings.

Consecrated and beneficed property (i.e. the Church and the Rectory) is excluded from the accounts by the Charities Act 2011. No value is placed on movable church furnishings held by the churchwardens on special trust for the PCC and which require a faculty for disposal since the PCC considers them to be inalienable property. All expenditure incurred during the year on consecrated or benefice buildings and movable church furnishings, whether maintenance or improvement, is written off as expenditure and separately disclosed.

Other fixtures, fittings and equipment

Items of equipment with a purchase price of under £1,000 are written off when acquired.

St Mary’s Chapel/Church Hall building,

Is held on a 99 year lease from 1972, is not being depreciated.

5(a) Tangible fixed assets:

Land & Buildings 2022 2021
Verger’s Cottage revalued by Goadsby Residential
November 2022.		 £475,000 £350,000
St Mary’s Chapel/Church Hall – at cost £20,000 £20,000
Total £495,000 £370,000

33

The Parochial Church Council of St Mary’s, Kings Worthy Notes to the Financial Statements For the year ending 31[st] December 2022

5. FIXED ASSETS (continued)

Verger’s Cottage

Is a freehold semi-detached cottage in Church Lane, Kings Worthy. It was bequeathed to the Rector and Churchwardens of St Mary’s Church by the Will of Mrs Mary Elizabeth Curry, who died on 12th August 1946. In a Codicil to her Will she expressed the wish, but without creating any binding obligation, that the Cottage should be retained for the use of the Verger. On 24th February 1950 the Cottage was vested in the Official Trustee of Charity Lands and on 6th June 1950 approval for retention of the property was given by the Charity Commission. The cottage was valued by Andrew Mathys, a qualified valuer and Associate Director of Goadsby & Harding (Residential) Ltd, in November 2022 at £475,000. Mr Mathys is not a Trustee or a member of the Charity’s staff.

St Mary’s Chapel/Church Hall

Built in 1973, at a cost of approximately £10,000, and extended in 1984, at a cost of £10,200, with finance provided by a bequest from Reginald Nelson, at that time the Hon. Treasurer of the PCC. It is built on land owned by Winchester City Council.

Neither building is the subject of charges for depreciation. The buildings are fully maintained by the PCC.

5(b) Office Equipment

5(b) Office Equipment
Office
Equipment
2 Laptops
Net book value at 1stJanuary 2022 1,644
Additions/Disposals 0
Depreciation: year 3 of 5 548
Net book value 31st December 2022 1,096
5(c) Defibrillator
Defibrillator
Net book value at 1stJanuary 2022 0
Additions/Disposals 1,613
Depreciation: year 1 of 4 403
Net book value 31st December 2022 1,210

5(d) Investments

In 2022 the market value of Unit Investments and Gilts dropped:

Units Value 2022 2021
CCLA Northbrook Trust 796.00 20.66 16,447 18,641
CCLA Sir William Kay 38.63 20.66 798 879
CCLA Mary Ward 264.00 20.66 5,455 6,182
CCLA Mr Cundell Blake 324.00 20.66 6,694 7,587
29,394 33,290

34

The Parochial Church Council of St Mary’s, Kings Worthy Notes to the Financial Statements For the year ending 31[st] December 2022

6. DEBTORS

Unrestricted Restricted Total Total
Funds Funds 2022 2021
Income Tax Recoverable 1,343 500 1,843 1,030
Prepayments
Debtors
Church Rooms & Chapel Bookings 4,809 0 4,809 1,820
HWPCC share of Rector's expenses 2,678 0 2,678 2,896
Sub Total 7,487 0 7,487 4,716
Total 8,830 500 9,330 5,746
7. LIABILITIES FALLING DUE WITHIN ONE
YEAR
Unrestricted Restricted Total Total
Funds Funds 2022 2021
Creditors for Goods and Services
Diocesan Fees Q4 984 0 984 854
Independent Examination 960 0 960 900
Parish Magazine Printing & HWPCC share 104 0 104 308
Church/Chapel Gas Supply 333 0 333 143
Church/Chapel Electric Supply 601 0 601 0
Church Maintenance 255 0 255 4,546
Church Rooms Water Supply 0 0 0 500
Rector's expenses 501 0 501 0
Flyer & Banner Printing 0 0 0 140
PCC Member expense claim 81 0 81 83
Funeral Organist & Verger Fees 280 0 280 0
St Swithuns Energy Grant 913 0 913 0
Christmas Childrens' Supplies 14 0 14 0
Wedding flowers 0 0 0 292
Total 5,026 0 5,026 7,766

35

The Parochial Church Council of St Mary’s, Kings Worthy Notes to the Financial Statements For the year ending 31[st] December 2022

8. FUND DETAILS

The Unrestricted Funds comprise:

General Fund:

Covering most of the transactions of the PCC and available for any purpose.

The Designated Funds comprise:

Charitable Giving:

7% of the General Fund Total Offerings was appropriated to the Blessing Others Hub.

In accordance with a stipulation of the Chisslands Conditional Grant, the sum of £7,500 (10% of the gift) transferred to this Fund in December 2021. The PCC decides on the causes to support following recommendations by the Blessing Others Hub.

Chisslands Charity

A gift of £75,000 received from the Chisslands Trustees as a Conditional Grant with the following terms: 10% to be given to the Blessings Others Hub (see above)

Provide the funding to upgrade of A/V & IT facilities.

The remainder to be used at the discretion of the PCC with regard to priorities and best use.

Note: Any unspent money at the end of 4th year to be returned to the Chisslands Trust.

Music:

The Music Fund pays for attendance at courses, and other choir requirements including the purchase of robes and music.

Fabric:

Expenditure in the Fabric Fund is usually associated with Quinquennial requirements and major building repairs.

Alpha & Missions:

Set up to accommodate donations and expenditure in connection with the Alpha Course and to support further Missions.

Anna Chaplaincy:

The fund initially financed from the proceeds of a Concert held in St Mary’s Church supported the team commissioned to work in the Anna Chaplaincy Hub in the Worthys. The Anna Chaplaincy work completed, the fund closed and the balance of £161.82 transferred to Restricted Fund Tuesday’s Place.

Pantry:

During Covid the weekly community coffee mornings provided by the Pantry ceased; in July 2022 the balance of £62.88 transferred to Tuesday’s Place.

Community Outreach Chest

Fund set up during Covid 19 and to help those in need of sanctuary in the Parish.

Rector’s Discretionary:

Donations received with a specification to be used at the Rector’s discretion.

Legacy:

The late Dr Josephine Kiddle left St Mary’s Church a 10% residual share of her estate amounting to £57,776.93, to be put towards the upkeep and work of the Church with no conditions applied. In 2022 the fund financed new blocked paving installation in the Churchyard.

Vergers Cottage: Per valuation Chapel: Per build cost.

36

The Parochial Church Council of St Mary’s, Kings Worthy Notes to the Financial Statements For the year ending 31[st] December 2022

The Restricted Funds comprise:

Churchyard Maintenance :

A gift of £8000 received in November 2019 from Mrs Dorothy Gravett in memory of her son Barry Walters for keeping the Churchyard in good order. Dividends received from the Churchyard Endowment Funds are paid into this Fund. A Legacy of £1000 received in July 2022 from the Estate of the late Hannah Livesey with a request it is used for the upkeep of the graves and churchyard.

Chapel Trust:

The Chapel Trust was set up in 2012 for the purpose of funding improvements and refurbishment of the Chapel/Church Hall. Part of the vision is that the Chapel becomes a focal point for the local area and is open to the community in general when not in use for services, clubs and other hirers.

Tuesday’s Place

A community afternoon club. Tuesday’s Place received a gift of £670 in 2016 to be used for the benefit of members at their meetings in the Chapel. Topped up in 2022 by the transfer of balances from designated funds, Anna Chaplaincy and Pantry.

Children’s Lunch Club

Launched in 2016 and funded by grants from Kings Worthy Parish Council, Winchester & District Welfare Trust and the Church & Village Fete.

Restricted Giving:

Giving by parishioners for specific nominated purposes, the balance is always zero as the funds are passed on to the nominees in the period.

Youth Education Worker fund:

The Fund continues to provide payments for supplies in connection with Youth activities. In December 2021 the Chisslands Charity granted the sum of £75,000 to fund the salary of a Children, Youth & Family Worker across both Parishes for the next 4-5 years.

Community Sanctuary Chest:

Fund set up to help Ukrainian refugees in need of accommodation and necessities, available for people in similar crisis situations in the community.

Warm Welcome

A Warm Welcome facility introduced during November 2022 in the Chapel, offering refreshments and sociability to the community twice a week, initially financed by two gifts of £500 each.

The Endowment funds comprise:

Northbrook Trust:

The Trust was established on 2nd April 1956 by the Fifth Lord Northbrook from the proceeds of selling a schoolhouse and land in the parish. One-third of the income is to be applied for the maintenance of St Mary’s Church; the balance is to be applied for general purposes, i.e. for the Church or Church Hall. Onethird of the capital was permitted to be used, with the consent of the Bishop of Winchester; it was withdrawn in April 1973 for financing the new Church Hall. The remaining capital is invested in 796 shares in the CCLA CBF Investment Fund and held in trust by the Diocese.

Sir William Algernon Kay:

For the benefit of the poor in the parish. The capital originally consisted of £100 in War Loan, which was reinvested in April 1985 in 21.98 shares in the CCLA CBF Investment Fund with reinvestment of dividends. Mrs Mary Ward:

For keeping the structure and grounds of the Church in good order, with a request (but not a legal obligation) to keep the gravestones of her husband and herself in good order and repair. The capital was invested at that time in 264 shares in the CCLA CBF Investment Fund.

Mr Cundell Blake:

In 1989 gave £1,000 to the Church which was invested in 324 shares in the CCLA CBF Investment Fund. The interest and dividends received from the investments are used towards the cost of keeping the grass of the churchyard mown and other maintenance expenditure. Dividends reinvested in the Kay fund are left to accumulate.

37

The Parochial Church Council of St Mary’s, Kings Worthy Notes to the Financial Statements For the year ending 31[st] December 2022

Fund Fund Fund
Movements Balance balance
Gains &
b/f Income Expenditure Transfers Losses c/f
Unrestricted
General Fund 30,442 141,179 (124,473) (6,164) 0 40,984
Designated
Charitable Giving 5,821 0 (7,380) 5,665 0 4,106
Music 1,126 0 0 0 0 1,126
Fabric 6,940 0 (750) 0 0 6,190
Anna Chaplaincy 162 0 0 (162) 0 0
Alpha & Missions 129 0 0 0 0 129
Community Outreach
Chest 205 0 0 0 0 205
Pantry 63 0 0 (63) 0 0
Rector's Discretionary 1,686 500 (714) 0 0 1,472
Kiddle Legacy 39,819 0 (5,905) 500 0 34,414
Chisslands Charity Gift 67,500 0 0 0 0 67,500
Vergers Cottage 350,000 0 0 0 125,000 475,000
Chapel 20,000 0 0 0 0 20,000
523,893 141,679 (139,222) (224) 125,000 651,126
Restricted
Chapel Trust 424 0 0 0 0 424
Restricted Giving 0 3,748 (3,748) 0 0 0
Tuesday's Place 203 170 0 224 0 597
Childrens' Lunch Club 550 0 0 0 0 550
Churchyard
Maintenance 5,627 1,361 (153) 0 0 6,835
Community Sanctuary
Chest 0 2,057 (1,504) 0 0 553
Warm Welcome 0 1,000 (237) 0 0 763
Youth Education 76,963 0 (1,074) 0 0 75,889
83,767 8,336 (6,716) 224 0 85,611
Endowment
Northbrook Trust 18,641 0 0 0 (2,195) 16,446
ChurchYard 14,649 0 0 0 (1,701) 12,948
33,290 0 0 0 (3,896) 29,394
Total Funds 640,950 150,015 (145,938) 0 121,104 766,131

38

The Parochial Church Council of St Mary’s, Kings Worthy Notes to the Financial Statements For the year ending 31[st] December 2022

9. Analysis of net assets between funds

2022 Unrestricted Restricted Funds Endowment Total
Funds Funds Funds
Tangible Fixed Assets 497,306 0 29,394 526,700
Current Assets 158,846 85,611 0 244,457
Creditors: falling due within one year (5,026) 0 0 (5,026)
Net assets at 31 December 2022 651,126 85,611 29,394 766,131
9. Analysis of net assets between funds
2021 Unrestricted
funds		 Restricted
funds		 Endowment
funds		 Total
Tangible fixed assets 371,644
158,265
(6,016)		 0

85,517
(1,750)
33,290
0
0		 404,934
243,782
(7,766)
Current assets
Creditors: fallingdue within oneyear
Net assets at 31 December 2021 523,893 83,767 33,290
640,950

39

The Parochial Church Council of St Mary’s, Kings Worthy Notes to the Financial Statements For the year ending 31[st] December 2022

10. Reserves & Risk Management

The accounts have been prepared 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 (FRS102) (effective January 2019). Trustees are asked to report on their reserves (the policy, the level and the justification) and, where applicable, their investment and grant making policies, and the effectiveness of their fundraising activities. They should also provide a statement confirming that the major risks to which the charity is exposed have been reviewed and systems established to mitigate those risks. The identification of Risk will determine the level of Reserves held.

The Reserves policy is to hold unrestricted reserves that will cover 3 months’ payment of Parish Share, 3 months’ utilities costs and 3 months’ pay to employees.

At the end of 2022 this Reserve was above the minimum limit required by the PCC.

Unrestricted 'liquid' Reserves at 31 December 2022 and 2023 Costs

Parish Share
Chapel
Church &
Rooms
Utilities
Gas
65
100
Electric
50
110
Insurance
30
155
Water
24
38
Tel/Internet
25
40
194
443
Employees
Cleaner
351
PA.s
1,695
DOM
151
Youth Worker
240
2,437
Total cost per month
3 months worth of costs
Reserves
Excess of Reserves over cost		 per
month
6,009
637
2,437
9,083
27,249
40,984
13,735

40

The Parochial Church Council of St Mary’s, Kings Worthy Notes to the Financial Statements For the year ending 31[st] December 2021

11. Fund Movements Prior Year Fund Fund
Comparative Balance balance
at 1 Jan Gains & at 31 Dec
2021 Income Expenditure Transfers Losses 2021
Unrestricted
General Fund 28,896 121,709 (114,615) (5,548) 0 30,442
Designated
Charitable Giving 403 7,500 (7,630) 5,548 0 5,821
Music 1,126 0 0 0 0 1,126
Fabric 9,858 0 (2,918) 0 0 6,940
Anna Chaplaincy 162 0 0 0 0 162
Alpha & Missions 129 0 0 0 0 129
The Pantry 63 0 0 0 0 63
Rector's Discretionary 2,326 0 (640) 0 0 1,686
Kiddle Legacy 39,819 0 0 0 0 39,819
Covid19 Community
Chest 280 0 (75) 0 0 205
Chisslands Charity Gift 0 67,500 0 0 0 67,500
Vergers Cottage 350,000 0 0 0 0 350,000
Chapel 20,000 0 0 0 0 20,000
453,062 196,709 (125,878) 0 0 523,893
Restricted
Chapel Trust 1,444 0 (1,020) 0 0 424
Restricted Giving 0 1290 (1,290) 0 0 0
Tuesday's Place 203 0 0 0 0 203
Childrens' Lunch Club 550 0 0 0 0 550
Churchyard Maintenance 6,048 349 (770) 0 0 5,627
Roof Alarm System 0 1,750 (1,750) 0 0 0
CJRS Furlough 0 721 (721) 0 0 0
Youth Education Worker 2,047 75,000 (84) 0 0 76,963
10,292 79,110 (5,635) 0 0 83,767
Endowment
Northbrook Trust 16,308 0 0 0 2,333 18,641
ChurchYard 12,795 0 0 0 1,854 14,649
29,103 0 0 0 4,187 33,290
Total Funds 492,457 275,819 (131,513) 0 4,187 640,950

41