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2022-12-31-accounts

St. Swithun’s Church Grovelands Road, Purley CR8 4LB

Report and Financial Statements of the Parochial Church Council for the Year Ended 31st December 2022

Registered Charity No. 1130779

May 2023

St Swithun’s Church, Purley

Report of the Parochial Church Council for the Year Ended 31st December 2022

Administrative Information

St Swithun’s Church is located at the junction of Grovelands Road and Downlands Road, Purley. It is part of the Diocese of Southwark, within the Church of England. Since 15th June 2005 St Swithun’s has shared an incumbent priest with the neighbouring parish of St Mark’s, Woodcote. In February 2018, the Diocese approved the United Benefice of St Swithun, Purley and St Mark, Woodcote and the incumbent at that time, Rev’d Fiona Weaver, was declared Vicar of the United Benefice. The two parishes remain independent of each other, with each parish retaining its own Parochial Church Council (PCC) and responsibility for its own finances. They do, however, cooperate in matters of common interest, and join together for some worship services, such as Harvest Festival and their respective Patronal Festivals

Correspondence may be addressed to the Secretary of the PCC:

Mr Paul Sandford, 16 Downlands Road, Purley, CR8 4JE

Members of the PCC who have served between 1st January 2022 and the date of approval of this report are:

Chairperson Rev’d Fiona Weaver Vice Chairperson Ms Hazel Game Churchwarden Ms Hazel Game Deanery Synod Representatives Mr Paul Sandford PCC Secretary Mr John Yorke Elected Members Mr Robert Page Treasurer Dr Anne Rourke Mrs Evangeline Alli Mrs Jenny Blair-Ford Safeguarding officer Mr Charles Blair-Ford Mrs Joyce Joko-John Mrs Patricia Hardie

1

Structure, governance & management

The PCC is a corporate body established by the Church of England. It operates under the Parochial Church Council Powers Measure. The PCC is a charity registered with the Charity Commission (number 1130779). The Trustees of the charity are the members of the PCC.

The method of appointment of PCC members is set out in the Church Representation Rules. At St Swithun’s the membership of the PCC consists, ex-officio, of the Vicar; the churchwarden and the Deanery Synod representatives; together with the PCC members who are elected by those members of the congregation who are on the parish Electoral Roll. All who attend our services/members of the congregation are encouraged to register on the Roll and to stand for election to the PCC and as churchwardens.

The PCC is responsible for making decisions on all matters of general concern and importance to the parish, including decisions on how the funds of the PCC are to be spent. New members receive information on the workings of the PCC. The PCC met four times during 2022 with an average level of attendance of 82.5%.

Given its wide responsibilities the PCC has a number of committees, each dealing with a particular aspect of parish life. These, and their Chairpersons, are:

Mission & Growth Rev’d Fiona Weaver
Communications Paul Sandford
Fabric Vacant
Hall Robert Page
Pastoral Vacant
Social Elisabeth Sandford
Stewardship & Finance Robert Page
Worship Revd Fiona Weaver

Purposes and Objectives

St Swithun’s PCC has the responsibility of cooperating with the Incumbent in promoting in the parish the whole mission of the Church - pastoral, evangelistic, social and ecumenical. The PCC is also responsible for the maintenance of the church building, the church hall and the surrounding grounds; and for ensuring that the parish’s finances and accounting records are in good order.

The PCC is committed to providing our members and parishioners with the maximum opportunity and encouragement to worship God, to commit their lives to Him, and to share the love of Jesus Christ in word and action so that others become His followers. Our services and worship aim to put faith into practice through prayer and scripture, music and sacrament. To facilitate this, it is important that we maintain the fabric of our Church and Church Hall.

When planning our activities for the year, we have considered the guidance published by the Charity Commission on public benefit and, in particular, the supplementary guidance on charities for the advancement of religion.

2

Vicar’s Message to the APCM

This report needs to be read understanding the context we find ourselves in. With dwindling numbers attending every Sunday and fewer than ever people able to share the tasks of church life, it is becoming a struggle each week and sometimes getting even the simplest tasks done can be difficult.

This report does not make easy reading, and neither will my full APCM report. However, Hazel Game and myself thought it was time that we were more direct about the situation we are in. Yes, we are going through difficult times but there are so many good initiatives and faithful people who are working hard and are fully committed to finding a way forward that works.

I do have hope that we will be in a stronger place this time next year but our place of strength may not look the way we expect it to. There are difficult decisions and conversations, possibly courageous ones, ahead for both parishes.

How do we respond to these challenges? By being committed to prayer, nurturing our faith and the faith of others, by worshipping together, through contributing our skills, talents and gifts as well as our finances but our primary task is by seeking God’s vision for our future. How committed is each and every one of us to growing in faith and in number. Everyone has a part to play, there are a number who have earned a well-deserved rest and I am hugely grateful as we all are for their commitment-but the baton needs to be passed on. What part will you play?

Achievements and Performance - Review of the year

Clergy Rev’d Fiona Weaver continued to lead and inspire us throughout the year.

Worship and Prayer A range of services were offered during the week and over the course of the year that we hope our community found not only helpful and reassuring but also inspiring and challenging. All are welcome to attend our services. Our pattern of regular worship has continued unchanged from what we followed in 2021 after the lifting of Covid-19 restrictions. There is a service at 11 am each Sunday at St Swithun’s, this being a Eucharist service on the 1[st] , 3[rd] and 5[th] Sundays in each month and a Morning Praise service on the 2[nd] and 4[th] Sundays. There is also a 9.15 am Eucharist service on Sundays at St Mark’s. The midweek service at 9.30 am every Wednesday has continued at St Swithun’s with a small but regular number of worshippers. There are also midweek services held at St Mark’s. The numbers attending our services at St Swithun’s have been declining slowly in recent years with about 29 regular members attending on Sundays in 2022 (“regular” meaning a person who attends at least once a month, but not necessarily every Sunday). There were two baptisms and one funeral held at St Swithun’s during 2022. There were no weddings or wedding blessings. Interment of ashes in the garden of remembrance took place once.

Music We are grateful to Gillian Hope who has continued to play at our services throughout the year and to Michael Pilkington who has kindly stood in on occasions when Gillian has been unable to play. Gillian also nurtures our singing group, who come together to practice before worship and rehearse an anthem twice a month.

House Groups The Thursday group meetings, hosted at home by Anne Rourke, changed from evenings to afternoons between 3pm and 4:30pm on the last Thursday of each month and weekly during the period of Lent. A typical meeting would include a brief catch-up with members’ news over tea and coffee and biscuits followed by brief prayers and a course session. The Group was greatly saddened by the loss of one of it's members, Pat Teasdale, from St Mark's, who passed away in the summer.

3

Children and Youth Although Messy Church managed to continue as Zoom during the Covid19 pandemic, it did not manage to restart due to lack of leaders and families able to attend. The number of children and young people under 16 attending St Swithun’s regularly has fallen greatly, although some still come to special services such as Christmas Day, Easter Day and Mothering Sunday. Some young people have moved away to university. For younger children we maintain a small area at the back of the church where there are children’s books on the bible and facilities for colouring-in pictures of biblical scenes. There has been no formal Sunday School at St Swithun’s since 2018, due to the lack of people willing to supervise it.

Friday Café The Friday Café that operated during 2019 and early 2020 has not been restarted.

Pastoral Care Rev’d Fiona continued to visit Purley View and Amberley Lodge Nursing homes. St Swithun’s has had, for many years, a special relationship with the residents of Carlene House (a residence for adults with learning difficulties or special needs). Many of the residents have regularly attended our Sunday services and social events. and members of the congregation have attended events at Carlene House. A Nativity play by the residents was to be performed in the church on a day in December but owing to such bad weather conditions it was decided to cancel the event.

The Pastoral Committee no longer functions as a formal committee. However much pastoral care is carried out naturally through individual members ensuring we keep a check on each other and informing the churchwarden or vicar if there are issues.

Community Outreach/Contact The Parish Links scheme, which ran for 26 years, involved members calling on new residents of the parish and distributing Parish Newsletters and Christmas Services cards. However, the number of Parish Links has dwindled owing to relocation or infirmity and so these important aspects of the church's pastoral outreach to the Parish as a whole, has greatly declined.

Safeguarding Children and Vulnerable Adults Safeguarding is a standing item on the PCC’s Agenda and as such is discussed at every meeting. The PCC has complied with the duty under section 5 of the Safeguarding and Clergy Discipline Measure 2016 (duty to have due regard to the House of Bishops’ guidance on safeguarding children and vulnerable adults).

The Ladies’ Circle The Ladies’ Circle last met prior to Easter 2020 and was then prevented from meeting for over a year due to Covid-19 restrictions. Unfortunately, the Circle has not met since then, mainly due to some long-standing members moving away from the area and the sad death of others. It is hoped it may be possible to resurrect the Circle or a similar social activity in the future if people are keen to organise the meetings and participate.

The Christmas Parcels Scheme continues to be incredibly successful and is now a benefice project lead by St Swithun’s. It has been operating for over 40 years, supporting charities working with people in need in the Southwark Diocese by distributing parcels of food, toys and gifts donated by parishioners at a benefice service on Gift Sunday, together with vouchers bought with money donated. Damaris Weller continued to coordinate this effort. In 2022, three charities received the parcels which were put together by volunteer packers at St Swithun’s. The packers made up 66 parcels benefiting 77 adults and 33 children. In addition, trays of tinned food were donated to Coplestone Day Centre who used them in their food bank for refugees in Peckham.

4

Croydon Churches Floating Shelter (CCFS) / Night Watch . In recent years St Swithun’s has hosted the night shelter on Fridays during February and March. CCFS has not returned to shelters post-covid. St Swithun’s and St Mark’s participated in the replacement scheme that needed churches to volunteer to make sandwiches for distribution by Nightwatch and a meal for 6 people which was delivered to a homeless hub either at CUH or a hotel, all coordinated through CCFS. Friday was our duty night.

Purley Food Hub was started by Churches Together in Purley & Kenley in January 2013, and has continued to operate from Purley URC throughout 2022. Members of St Swithun’s congregation continue to support the hub making weekly contributions. Damaris Weller coordinates and delivers our donations and Rev’d Fiona has continued to assist the Hub as a driver delivering food parcels and she has also been appointed as a trustee of the charity.

Communications The St Swithun’s website and Facebook site were kept up to date and church notice boards (internal and external) were maintained including the display of posters showing services, news from the Diocese and social activities. It was not possible to arrange for the distribution of newsletters to the Parish owing to the lack of Parish Links, however a Christmas Card with details of services and the Vicar’s Christmas message was distributed to some properties in the parish (in particular newly built flats) and it was also available in the church and church hall. The Gmail emailing facility (stswithunspurley@gmail.com) continued to comprise our main avenue of communication during the year. The usual weekly notice sheet giving information about upcoming events was distributed in the church every Sunday and was also sent out via Gmail.

Social Matters The Community Cinema (previously “The Film Club”) was active through the year, with a break during the Advent and Christmas season. Films were shown once a month in the Carter Room (with refreshments) and this has proved to be increasingly popular with attendance generally rising. The usual St Swithun’s Patronal Festival BBQ was held in the vicarage garden at the later time of 4pm because of very hot weather and this turned out to be a great success with members of both St Swithun’s and St Mark’s. A Christmas Tea Party was held in the Carter Room in early December which proved to be very popular, and a small birthday celebration was held for a member of the congregation who reached the grand old age of 100 years. There were also joint-benefice social occasions at St Mark’s for their own Patronal Festival and in celebration of the Queen’s Platinum Jubilee.

Ecumenical Relationships The church is a member of Churches Together in Purley and Kenley. CTPK have in the past organised a number of activities, however most of these have not restarted post covid apart from the dawn service at Easter coordinated by All Saints and St Barnabas Kenley. However, CTPK projects include, Purley Food Hub, Christians Against Poverty (CAP) and the Christmas Voucher scheme previously Christmas lunch with Jesus).

Electoral Roll The roll underwent its annual revision prior to the 2023 APCM and all the necessary procedures have been carried out. The revised roll for 2023 now consists of 45 names. This is a net loss of 5 names since 2022.

Deanery Synod The parish has always taken church governance seriously and attendance at Deanery Synod is seen as key to this. It is an important link between the parish and the wider structures of the church. Our lay representatives on the Deanery Synod for the past 3 years have been Paul Sandford and John Yorke. There will be an election at the APCM in 2023 to elect new representatives, and it is very likely that these two will be re-elected to serve for another 3 years. After two years of disruption due to Covid-19, the Deanery Synod were able to hold all their three meetings in 2022 on a “face to face” basis. Rev’d Fiona is on the Deanery Pastoral committee that governs Synod business.

5

Ornaments of the Church The church plate, vestments and ornaments of the church are all present and have not changed since at least 2021. It was suggested at the church annual inspection in 2022, by the then Archdeacon, that we should improve the photographic records we have of our church plate and ornaments, particularly for insurance purposes. This is an ongoing project that will continue to be worked on in 2023, subject to resources.

Buildings and Grounds Maintenance (Fabric Report) Work on the fabric of the church and hall has continued to be restricted to essential work only, due to our difficult financial situation following the Covid-19 pandemic and a drop in income. At the five-yearly inspection of the church’s electrical installations in December 2020, a number of items were identified as requiring attention (although none were classed as being in need of immediate action). It was intended that the correction of the outstanding items would be carried out in 2022 but this did not take place. It is intended that the investigation and correction of the remaining items will be carried out in 2023.

Checks and inspections were carried out as follows: the Portable Appliance Test (PAT) in June and fire extinguishers in May. The down pipes and drains were cleared in February 2022 and are due to be cleared again during 2023.

A repeat treatment of the west wall above the Carter Room with a water-repellent agent was carried out in the summer. There were some problems with the dehumidifiers which resulted in the purchase of two new units, the smoke detector on the vestry stairs and the one in the lower vestry were replaced, and some minor electrical repairs were carried out by Mr Gurmeet Kalsi who kindly gave his time free of charge. More electrical work (including lights in the church) needs to be carried out in 2023, and a possible leak in the roof over the chancel also needs to be investigated.

The intended safety check of all the trees on the site for dead or decaying branches was not carried out in 2022. It is now intended to have that work carried out in 2023 along with the cutting back of some tree branches which are currently overhanging one of the streetlights in Downlands Road.

A few minor repairs were carried out in the hall, but there is still a lot of maintenance work that needs to be carried out there. It would be desirable to make improvements generally to the hall and this is something that needs to be considered, especially if the PCC wants to increase the rental charge. However, this is subject to having the manpower available to arrange and achieve the work, even though the work would probably be carried out by contactors.

One Thursday each month, the Gardening Group (which comprises church members) meets to maintain the church grounds. A paid gardener also tends to the grounds periodically. Litter in the church grounds is an on-going problem, particularly in the Garden of Remembrance. and on the bank below the south porch. Members of the congregation are encouraged to do some litter picking when they can with waste bags being provided for this purpose at the back of the church.

In 2023, it is the year for the Quinquennial Inspection. Our previous architect/inspector has retired and so the PCC had to appoint a new inspector, who is Mr Paul Sharrock of Thomas Ford and Partners. Mr Sharrock is due to carry out the inspection in July and it is anticipated that as a result there will be a list of repairs that we will be obliged to carry out within a set timescale.

6

Finance Report The financial statements for 2022 show that for the third successive year, there was a deficit on our church’s General Fund Account. This year the deficit was £4,676, and whilst this is not good news in itself, it is at least lower than the deficit in 2020 (which was £9,681) and 2021 (which was £10,093). The total income to the General Fund Account in 2022 was £8,461 more than in 2021 (mainly due to the large increase in income from rental of the hall after Covid), and the total expenditure was £3,044 more than in 2021 (with the doubling in cost of heating and lighting being a factor). Income from pledged giving reduced this year (by £924), although church collections increased (by £582). Donations were down and we did not receive any new legacies in 2022, but we did receive £1,400 from the Diocesan Fuel Grant. The deficit means that our regular income continues to be less than our expenses of operating as a church. This is not good news especially when we consider that pre-Covid it was the other way round and our income was always higher than our expenses.

The net income from the rental of the church hall increased to £11,419 (which is £7,823 higher than the rental in 2021). This was despite a large increase in the cost of running the hall which was mainly due this year to the increases in the cost of gas and electricity. The increased rental income is mainly due to the use of the hall reviving after Covid-19, and thanks to the work of Val and Nick Mottram who have dedicated themselves to encouraging people to hire the hall and ensuring that the hall provides as much income as possible for St Swithun’s. Our huge gratitude to Val and Nick Mottram must be recorded here.

The income from rental of the church itself (including the Carter Room) continued from 3 sources: use of the Carter Room by a chiropractor/physiotherapist, by the Council as a polling station and the use of the church itself by the amateur Gilbert & Sullivan Group Utopians Unlimited who continued to use it for their rehearsals. However, the income from this dropped by £1,380 in 2022, mainly due to there being only one election that year when there were two held in 2021.

The cost of water-repellant treatment of the west wall, replacement of smoke detectors and the 5-yearly inspection of the church hall electrical system meant the Fabric Reserve was reduced to a new low of £645 (£1,566 less than in 2021).

Unlike the previous year (2021), when the value of our investments rose, this year the value of our investments has fallen (by £16,886) with an obvious detrimental effect on the funds available to us. If there is improvement on the stock market in 2023 hopefully our investments will rise again next year. Some good news is that the balance of our Charities Fund (which is available for distribution) has increased to £8,234 which is £1,475 higher than in 2021.

As in 2021, with a deficit on the General Fund Account, there was no possibility of transferring funds to the Fabric Reserve or the Charities Fund which is what was done with the surplus in previous years before the Covid-19 pandemic. Instead, the deficit of £4,676 was funded by a transfer from the General Purposes Legacies Fund into the General Fund Account

In some years, we have been able to have a dedicated push to increase pledged giving by writing to regular members of the congregation pointing out the seriously depleted state of our finances and asking them to review and increase their contribution if they can. We were not able to do this in 2022. Although there was a small increase in church collections this year it was not enough to compensate for the reduction in pledged giving, which has still not reached the level pre-Covid (in 2019 it was £30,526) and this is a major concern. This drop in income from pledged giving is partly due to the loss of some previous members who made substantial contributions in the past, plus the lack of any new members joining our church and adding to the financial contribution. Members are asked to remember to review their donations, otherwise the actual value to St Swithun’s will be steadily eroded due to inflation.

7

Financial Risk Management The financial risks facing the PCC were discussed by the Stewardship and Finance Committee during 2016. The controls which are in place to manage those risks were also reviewed. The conclusions of this review were outlined in our earlier report dated April 2017. A further review, which should have been carried out during 2021, was postponed due to Covid and has not yet been carried out.

Policy on Reserves The PCC’s policy on Reserves was fully explained in our earlier annual report dated April 2010. There have been no changes to that policy

Approved by the Parochial Church Council on 14th May 2023, and signed on its behalf by:

Rev’d Fiona Weaver, Vicar of the United Benefice of St Swithun, Purley, and St Mark, Woodcote

8

Independent Examiner’s Report to the PCC of St. Swithun’s Church, Purley

I report on the accounts for the year ended 31st December 2022, which are set out on the Statement of Financial Activities, Balance Sheet and associated notes.

Respective responsibilities of the members of the Parochial Church Council (PCC) and of the Independent Examiner

As the members of the PCC you are responsible for the preparation of the accounts. You consider that an audit is not required for his year under section 144(2) of the Charities Act 2011 (the 2011 Act) and that an independent examination is needed. It is my responsibility to:

Basis of Independent Examiner’s Statement

My examination was carried out in accordance with the General Directions given by the Charity Commission.

An examination includes a review of the accounting records kept by the PCC and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, 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 a full audit, and consequently I do not express an audit opinion on the accounts.

Independent Examiner’s Statement

In connection with my examination, no matters have come to my attention:-

14th May, 2023

Andrew Harker, FCCA 57, The Fieldings, Southwater, Horsham, W. Sussex RH13 9LZ

9

St Swithun’s Church, Purley

Financial Statements for the Year Ended 31st December 2022

Statement of Financial Activities for the year ended 31st December, 2022

Unrestricted Restricted Endowment Total Funds
Funds Funds Funds 2022 2021
Incoming Resources £ £ £ £ £
Incoming resources from donors
- pledged giving 23244 23244 24168
- other collections at services 1758 648 2406 1576
- income tax recoverable 7297 200 7497 6950
- donations 290 823 1113 4372
- legacies 3000
Incoming resources from activities
- fees, rent, refreshments 4313 4313 5739
- hall lettings 18511 18511 8685
- fund raising activities 1644 1644 819
Incoming resources from investments 3811 3811 3673
Other income 1400 1400
Total incoming resources 60624 3315 63939 58982
Resources Expended
- costs of fund-raising 169 169 168
- grants 1637 1637 1247
- costs directly relating to the work of the
church
(i) Parish Support Fund 45840 45840 44940
(ii) other recurring expenses 18852 18852 14704
(iii) fabric and equipment 3426 3426 4461
- governance costs 200 200 200
Total resources expended 68318 1806 70124 65720
Net incoming resources -7694 1509 -6185 -6738
Transfers between funds
Gains on Investments(unrealised) -14464 -2422 -16886 17952
Net Movement of Funds -22158 1509 -2422 -23071 11214
Balances brought forward 130693 14936 20573 166202 154988
Balances carried forward 108535 16445 18151 143131 166202

10

Financial Statements for the Year Ended 31st December 2022

St Swithun’s Church, Purley

Balance Sheet as at 31st December 2022

Fixed Assets
Tangible fixed assets(see Note 2):
Investments
Central Board of Finance (CBF) Investment
Funds - at market value
Richards Trust - Investments at market
value
Total fixed assets
Current Assets
Sundry Debtors (see Note 3)
Cash at Bank - Current
Central Board of Finance - Deposit
Total current assets
Total Assets
Current Liabilities
Sundry Creditors (see Note 4)
Total current liabilities
Total Assets less Current Liabilities
Funds Employed(see Note 5)
Unrestricted funds
Restricted funds
Endowment funds
Total funds employed		 2022
£
£
0
108406
18151
126557
14559
7372
3753
25684
152241
9110
9110
143131
108535
16445
18151
143131		 2021
£
£
0
122870
20573
143443
13719
8469
3332
25520
168963
2761
2761
166202
130693
14936
20573
166202		 2021
£
£
0
122870
20573
143443
13719
8469
3332
25520
168963
2761
2761
166202
130693
14936
20573
166202
14559
7372
3753		 13719
8469
3332
9110 2761
168963
2761
108535
16445
18151		 130693
14936
20573
166202
166202

Approved by the Parochial Church Council on 14th May 2023, and signed on its behalf by:

Rev’d Fiona Weaver, Vicar Robert Page, Treasurer

The notes on pages 12 through 18 form part of these financial statements.

11

St Swithun’s Church, Purley

Financial Statements for the Year Ended 31st December 2022

Note 1: Accounting Standards and Policies

The accounts have been prepared using the accruals method of accounting. Their presentation incorporates the 2015 Statement of Recommended Practice (“SORP”) and the Financial Reporting Standard 102 (“FRS 102”) for Charities.

The statements have been prepared following the model set of accounting policies given in the Guidance Notes issued by the Diocesan Accounts Group, with the following variations:

Note 2: Tangible Fixed Assets

The tangible fixed assets of the PCC comprise the freehold land and building of the Church Hall. No value is placed on the Church Hall, since the PCC considers it to be inalienable property, based on functional considerations.

Note 3: Debtors 2022 2021
Pre-payments for goods and services 0 0
Accrued income 0 0
Income Tax recoverable 13650 12950
Other debtors 909 769
£14559 £13719
Note 4: Creditors 2022 2021
Deferred income 2400 0
Creditors for goods and services 4533 1514
Other creditors 2177 1247
£9110 £2761

12

St Swithun’s Church, Purley

Financial Statements for the Year Ended 31st December 2022

Note 5: Specific Fund Balances at 31st December 2022

Unrestricted Funds
See
Note
General Fund
6
General Reserve
Fabric Reserve
8
General Purposes Legacies Fund
11.1
Lionel Ralph Legacy
11.2
Rev Donald Broad Legacy
11.3
Restricted Funds
Charities Fund
10
Organ Fund
Christmas Parcels Scheme
9
Endowment Funds
Richards Trust
11.4		 2022
£
£
0
6614
645
44685
40124
16467
108535
8234
7675
536
16445
18151
**143131 **		 2021
£
0
6614
2211
58655
45478
17735
8234
7675
536		 130693
6759
7675
502
14936
20573
166202

Note 6: General Fund Account

The General Fund receives directly all income of the PCC, only excepting donations made in support of external charities, proceeds of fund-raising events, and investment income generated by moneys held in certain other funds. All running and routine maintenance expenses of the church’s buildings and grounds are charged to the fund, together with all expenses related to worship and the clergy, and the annual contribution to the Parish Support Fund of the Diocese of Southwark. Any surplus of income over expenditure in the fund at year-end will be transferred to the Fabric Reserve.

13

St Swithun’s Church, Purley

Financial Statements for the Year Ended 31st December 2022

Note 6: General Fund Account

Income
Pledged giving
Income tax recoverable
Church collections
Donations
Total - Income from donors
Interest & Dividends
Hall rental income (net of expenses – Note 7)
Rent (Carter Room & church)
Fees
After-service refreshments & Friday café
Total - Income from trading
Diosesan Fuel Grant
Total Income
Expenditure
Clergy expenses
Church upkeep -
Insurance
Heating and lighting
Cleaning
Organ & piano maintenance
Minor repairs & maintenance
Church Services-
Chancel expenses
Organists, music, choir
Christian education expenses
Printing, postage & stationery
Conferences and special events
Grounds
Sundry
Magazine -
The Sign
Churches Together in Purley & Kenley
Total - Church running expenses
Parish Support Fund
Stewardship expenses
Governance
Total expenditure
Deficit, balanced by transfer from General
Purposes Legacies Fund		 2022
£
23244
7297
1759
290
32590
3403
11419
3996
184
132
15731
1400
53124
1068
2624
2936
144
286
744
408
1774
0
693
0
725
358
0
0
11760
45840
0
200
57800
-4676
53124		 2021
24168
6030
1177
692		 2021
24168
6030
1177
692
11419
3996
184
132		 3596
5376
364		 32067
3260
9336
0
1068
2624
2936
144
286
744
408
1774
0
693
0
725
358
0
0		 889
2471
1421
216
50
742
392
1840
0
548
0
720
174
53
100
44663
9616
44940
0
200
54756
-10093
44663

14

St Swithun’s Church, Purley

Financial Statements for the Year Ended 31st December 2022

Note 7: Church Hall Income & Expenses

Income
Income from lettings
Total income
Expenditure
Gas & Electricity
Water
Cleaning
Gas appliance servicing & repair
Fire precautions
Music reproduction licence
Minor repairs and sundry
Total expenditure
Net Income		 2022
2021
£
£
£
18511
8685
18511
8685
4045
1836
82
0
2568
2462
96
360
147
127
41
74
113
230
7092
5089
11419
3596
4045
82
2568
96
147
41
113

Note 8: Fabric Reserve Account

The Church Fabric Reserve exists to provide funding for the cyclical maintenance needs of, and if possible for significant improvements to, the church’s buildings, furnishings and grounds.

Income
Transfer from General Fund
Total income
Expenditure
Water-repellant treatment of west wall
Replacement of smoke detectors on vestry stair
5-yearly inspection of church hall electrical system
5-yearly inspection of church electrical systems
Total expenditure
Balance brought forward
Balance as at 31st December, 2022		 2022
2021
£
£
£
0
0
0
0
636
336
594
861
1566
861
2211
3072
645
2211
636
336
594

15

St Swithun’s Church, Purley

Financial Statements for the Year Ended 31st December 2022

Note 9: Christmas Parcels Scheme Account

The Christmas Parcels Scheme aims to bring a little Christmas cheer to needy families and individuals in the poorer parts of the Diocese with gift packages of toys, treats and vouchers

Income
Donations
Income tax recoverable
Total income
Expenditure
Groceries, vouchers, coins etc
Net income
Balance brought forward
Balance as at 31st December, 2022		 2022
2021
£
£
£
823
680
200
170
1023
850
989
847
34
3
502
499
536
502

Note 10: Charities Fund Account

The PCC has set a target for its charitable giving. This is to give each year to charitable causes an amount equal to one tenth of the General Fund income. This target has generally been achieved in most years. Proceeds of fund-raising events such as the annual Plant Sale and the Patronal Festival barbecue are credited to the fund, together with any donations made specifically to the Fund. Additional moneys, sufficient to enable the target to be achieved, will be transferred from the General Fund to the extent that this is prudent.

Income
Plant Sale
Parish barbecue (Patronal) tickets
Children’s Society Tea Party
Community Cinema
Total income
Expenditure
Expenses of fund-raising events
Total expenditure
Net Income
Balance brought forward
Balance as at 31st December 2022,
available for distribution		 2022
2021
£
£
£
1018
431
460
184
203
166
1644
818
169
168
169
168
1475
650
6759
6109
8234
6759
169

16

St Swithun’s Church, Purley

Financial Statements for the Year Ended 31st December 2022

Note 11: Legacy Funds

11.1 General Purposes Legacies Fund

All legacies received for the general purposes of the PCC are placed in the General Purposes Legacies Fund. It is the policy of the PCC that these funds should be reserved for significant improvements to the church buildings, grounds and furnishings, or to finance developments in the church’s mission. Income generated by the funds is credited to the General Fund.

Income
Legacies – Don Bate
- Gene Prestidge
Total Income
Expenditure
New boiler in Carter Room
Carter Room drains – Root removal and
lining with polyester
Transfer to balance General Fund deficit
Total expenditure
Net expenditure
Increase (Decrease) in value of CBF
Shares to 31.12.22
Balance brought forward
Balance as at 31st December, 2022
11.2
Lionel Ralph Legacy
Balance brought forward (market value of
investments at 31st December 2021)
1942 shares, CBF Investment Fund
Decrease in value of investments
IDecrease in value of CBF shares to 31.12.22
Balance as at 31st December, 2022		 2022
£
£
0
1860
4676
6536
6536
(7434)
58655
44685
45478
5354		 2021
£
2000
1000
3000
3600
10093
13693
10693
7904
61444
58655
40124
1860
4676

17

St Swithun’s Church, Purley

Financial Statements for the Year Ended 31st December 2022

Note 11: Legacy Funds (continued)

11.3 Rev. Donald Broad Legacy

The legacy from Rev’d Donald Broad was assigned by the P C C to set up a bursary fund for discretionary use by the P C C to assist with training or travel costs for clergy or laity on church business, and to assist younger members travelling abroad for charitable purposes.

Income
Dividends received
Interest received
Total income
Expenditure
Total expenditure
Net Income
Increase (Decrease) in value of CBF
Shares to 31.12.22
Balance brought forward
Balance as at 31 December, 2022
ards Trust
Balance brought forward (market value of
investments at 31st December 2021)
878.49 shares, CBF Investment Fund
Decrease in value of investments
Decrease in value of CBF shares to 31.12.22
Balance as at 31st December 2022		 2022
2021
£
£
£
374
361
34
1
408
362
0
0
408
362
(1676)
1782
17735
15591
16467
17735
20573
2422
18151		 2022
2021
£
£
£
374
361
34
1
408
362
0
0
408
362
(1676)
1782
17735
15591
16467
17735
20573
2422
18151

11.4 Richards Trust

Note: The investments are held by the South London Church Fund and Southwark Diocesan Board of Finance, acting as Custodian Trustee

18