OpenCharities

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

← The Parochial Church Council Of The Ecclesiastical Parish Of Ore

2024-12-31-accounts

St Helen’s Ore Parochial Church Council

Trustee Annual Report for 2024

Structure, Governance & Management Charity Number: 1131079

Priest In Charge Tim Bell
Curate Kizzy Penfold
Wardens Nick Warren
Deanery Synod Suzy Edwards
Sara Hackett
Christine Aitken
Joint Treasurers Peter Bailey
Jennifer Summers-Day
Secretary Jennifer Summers-Day
Representatives of the Laity
Roger Pook
Roger Mitchell (Reader)
Lynn White
Susanne Jones
Linda Chapman-Holmes
David Walker
Toni Lee
Julia Acott
Andree Stevens
Co-opted members Simon Jones
Rachel Russell

Page 1 of 17

St Helen’s Ore Parochial Church Council - Trustee Annual Report for 2024

Aims & Purposes as a Charity

The PCC has the responsibility of co-opera�ng with the Priest-in-charge, the Revd Tim Bell, in:

Objec�ves & Ac�vi�es

When planning our ac�vi�es for the year, our incumbent and the PCC have considered the Charity Commission’s guidance on public benefit and, in par�cular, the specific guidance on ‘chari�es for the advancement of religion’.

The PCC has complied with the duty under sec�on 5 of the Safeguarding and Clergy Discipline Measure 2016, fully recognising its duty to have due regard to House of Bishops' guidance on safeguarding children and vulnerable adults.

Achievements & Performance

A�endance at Worship.

Public worship in 2024 has seen us con�nue with our main Sunday services at 9am at St Barnabas with an average of 25 people. And 11am service at St Helen’s with coffee from 10:30am this has helped build

Page 2 of 17

St Helen’s Ore Parochial Church Council - Trustee Annual Report for 2024

fellowship within the church community. I am pleased to say that we have seen new people join our worshipping community. We have been averaging around 55 people at St Helen’s, families and children are s�ll low in number, but we are star�ng to see some signs of growth in this area.

The monthly all age service on the second Sunday of the month con�nues to be well received with its informal and interac�ve nature.

The provision of children’s ac�vi�es during church services con�nues in rela�on to the reading for the day. The uniform groups that hire the hall have been invited to these with varying degrees of success. The dona�ons from the All-Age Harvest Celebra�on were passed to the Salva�on Army food bank and the annual Chris�ngle service supported the Children’s Society.

At Christmas �me we held a Chris�ngle service which was well a�ended by lots of families. We also had our Carol services, one at St Barnabas and one at St Helen’s, both were well a�ended a�rac�ng many visitors.

Christmas, with 45 people in a�endance.

Once again, a special Christmas service was held for the parchment trust and was an open invite to adult learning difficul�es. It was a real blessing to celebrate Christmas and partner with the parchment trust who do great work in this area.

Teaching, Bap�sing and nurturing new and exis�ng believers

Christmas events. This was again jointly run with Christ Church Ore. 10 people par�cipated in total. We held the Holy Spirit Day at St Helen’s church hall. This was a great day with many experiencing the Holy Spirit for the first �me.

As always Alpha is a great opportunity for all to explore the Chris�an faith, ask ques�ons and grow closer to God.

Our monthly prayer evenings are a con�nued source of encouragement as we gather to pray into the vision and mission of the church and also to explore and encourage different forms of prayer in order to build up the body of Christ.

A weekly Prayer mee�ng held at St Barnabas on Monday a�ernoons, averaging 12 people each week. Morning prayer is held on Tuesday mornings 9am at St Helen’s following common worship daily prayer. We had 2 Bap�sms, 0 Marriages and 3 Funerals in Church.

Evangelism and outreach

Happy hands toddler group con�nued throughout 2024 enjoying some intergenera�onal sessions with Has�ngs Court nursing home. The group u�lises the garden outside provision for as much of the year as is safe to do so. The group had a �me in church at Easter and Christmas, and an end of year garden party among other things. This group has an average weekly a�endance of 18 families.

Page 3 of 17

St Helen’s Ore Parochial Church Council - Trustee Annual Report for 2024

Youth drop con�nued un�l end of the summer term and saw them join with Christ Church Ore’s youth group for a trip to Thorpe Park. A number of this group con�nue to a�end the youth group at Christ Church Ore.

St. Helen’s volunteers con�nue to play an ac�ve role in working in partnership working with CCO for events that are across the churches such as Messy Church and Treasure Seekers (summer holiday club). Seeing families from St. Helen’s ministries a�ending these.

The garden con�nues to be a great asset to all ministries and hosted a joint picnic in May for all ministries to come together.

Links with Chris�an Schools Workers Has�ngs con�nued un�l its closure in July. Following on from this our involvement with the local school is developing and expanding with church visits and in school ac�vi�es and assemblies taking place at both Sandown and OVPA.

remain popular.

Come Be Belong, our group that was set up to combat loneliness and isola�on con�nues at St Barnabas. This group averages 10 people each week. Come be and belong is about making space for people just come for a cup of coffee or tea, and a chat. There is a range of arts, cra�s, crea�ve wri�ng, board games on offer for people to join in and relax if wanted. Group par�cipants are encouraged to share their own skills and interests if they would like to do so.

Running Space has con�nued to grow in 2024. The idea behind Running Space is this: every person we run with has treasure and riches within them, o�en buried deep under hurt and pain of abuse, abandonment, and rejec�on. Our purpose is to run shoulder to shoulder with you, and in running to help shake the dirt off each other’s lives and pull out the treasure. “Come and run with us, it might just change your life”, their website states. The group meets on a Monday morning and is led by a trained coach from Running Space. We average around 8 to 10 people who run.

At St Barnabas, groups con�nued. These include Art group which meets on a Tuesday morning. This is open to anyone to bring their own art projects or learn new techniques from others. This group held an art exhibi�on which was an excellent opportunity to welcome in the local community. Film club which shows films once a month on a Friday night is popular, many from the local community a�end. CAMEO con�nued to meet each week throughout the year with an average of 20 people in a�endance.

A Christmas fair was held at St Barnabas at the beginning of Advent. This was a great opportunity to welcome the local community and also promote all our Christmas events.

Mission Ac�on Plan

This was reviewed towards the end of the year, we found that we had achieved most of the goals set in 2023. These goals are all linked to the Diocese’s strategy for growth, that being: More open, More converted to Jesus Christ, More generous, More engaged.

Page 4 of 17

St Helen’s Ore Parochial Church Council - Trustee Annual Report for 2024

The goals agreed for the coming year are as follows: Grow children’s and youth work. Reach families and build rela�onships with schools. Improve discipleship of church members. To be more open to the Holy Spirit. Empower Lay Ministry/new leaders. Our vision to become embedded in all we do. Improve hospitality, welcome and the spirit of generosity. Each church to contribute to the common good within their community.

This is an ongoing process, and our mission ac�on plan will be reviewed annually to ensure we represent the community in which we are set.

Pastoral reorganisa�on

During 2024 the PCC of St Helen’s and the PCC of Christ Church Ore discussed the possibility of becoming one united parish. Since 2020 both parishes have been working together sharing a Priest-in-charge, a curate, Children’s and youth worker, and an opera�ons manager. There has also been cross working within ministries held in each parish. With this in mind, a�er prayerful discussion and an away day, both PCC’s voted to become one united parish. The PPC’s feel that this will not only streamline how the churches are governed but it will also strengthen the churches, enabling the them to be more missional and be�er serve the communi�es in which they are set. We hope that this merger will take place in 2025.

Buildings

St Helens Church

The north valley had a temporary repair while finances are secured for a more robust repair. A much requested brass hand rail has been installed on the chancel steps.

The gu�ers and roof valleys have been professionally cleaned.

St Barnabas

The kitchen roof has been repaired and all moss and detritus thoroughly removed.

St Helens Hall

A new, conserva�on approved, wooden double glazed window has been installed in Rachel/Kizzy upper office. The flat roof has been repaired and no longer leaks.

All gu�ers and roof valleys have been professionally cleaned

St Helens Garden Project

A large shed erected on a concrete plinth in the allotment and is now full of outdoor toys.

A po�ng shed with glass windows is being built.

The allotment was thoroughly u�lised and gave a wonderful crop of fruit and vegetables that was free for everyone to take. The brownies plan�ng many sunflowers.

Page 5 of 17

St Helen’s Ore Parochial Church Council - Trustee Annual Report for 2024

Financial Review

significant one-off dona�ons of £34,598 (2023: £1,689), but regular giving of £58,168 (2023: £61,256) has decreased. However our concern is that the church's finances should not be dependent on substan�al one-off dona�ons but on regular giving.

Total receipts were £162,559 (2023: £111,707) as shown in the Financial Statements. Giving via planned instruc�on and collec�ons at services amounted to £117,488 (2023: £73,849) which included tax refunds from Gi� Aid giving amounted to £24,722 (2023: £10,904).

£(35,103)) on unrestricted funds and a surplus of £3,241 (2023: deficit £(4,586)) on restricted funds.

Total net assets are £56,593 (2023: £40,899)

Reserves

Unrestricted reserves amounted to £47,592 (2023: £35,139). Designated funds amounted to £nil for specific uses decided by the PCC.

Restricted reserves amount to £9,001 (2023: £5,760). These can only be used for the purposes the funds were given. Should they not be spent for the stated purpose then they are legally bound to be repaid to the givers.

Assets

£80,188 (2023: £59,935) is held in cash, bank and church investment accounts.

Current liabili�es £23,595 (2023: £11,250). These comprise:

Other ma�ers

There were no transac�ons with persons related to PCC members nor with related chari�es. Gi� Aid is accounted for in the year it is claimed or given when part of the Parish Giving Scheme.

Page 6 of 17

St Helen’s Ore Parochial Church Council - Trustee Annual Report for 2024

Statement of Financial Ac�vi�es

For the period from 01 January 2024 to 31 December 2024

Unrestricted
funds		 Designated
funds		 Restricted
funds		 Total
2024		 2023
Income and endowments from:
Donations - regular 56,248 - 1,920 58,168 61,256
Donations - one off and legacies 16,311 - 18,287 34,598 1,689
Gift Aid 21,113 - 3,609 24,722 10,904
Total donations and legacies 93,672 - 23,816 117,488 73,849
Income from charitable activities 3,171 400 5,130 8,701 9,124
Other trading activities 7,195 - - 7,195 5,010
Investments 2,167 - - 2,167 1,268
Other income 10,008 - 17,000 27,008 22,456
Total income 116,213 400 45,946 162,559 111,707
Expenditure on:
Expenditure on charitable activities 103,760 400 42,705 146,865 151,396
Total expenditure 103,760 400 42,705 146,865 151,396
Net income / (expenditure) resources before
transfer		 12,453 - 3,241 15,694 (39,689)
Transfers:
Gross transfers between funds - in - - - - 8,427
Gross transfers between funds - out - - - - (8,427)
Net transfers - - - - -
Net movement in funds 12,453 - 3,241 15,694 (39,689)
Reconciliation of funds
Total funds brought forward 35,139 - 5,760 40,899 80,588
Total funds carried forward 47,592 - 9,001 56,593 40,899

Page 7 of 17

St Helen's Ore Parochlal Church Councll- Trustee Annual Report for 2024 Statement of Assets and Liabilities As at 31 December 2024 Notes 2024 2023 Current Assets - Cash at bank and on deposlt CBF Church of England deposit fvnd account Natwest current account Total Current Assets - Debtors Income tax recoverable Account receivables Total 43,002 40,835 37,186 19,100 188 59,935 932 1,032 1,964 12 Liability- Creditors: Amounts falling due after more than one year Lon8 term liabilities Total Liability- Credltors: Amounts Fallln8 Due In One Year Other Current Liabilities Total 9,750 9.750 13 23,595 11,250 23,595 11,250 14 Total Net Assets 56,593 40.899 Represented by Restrirted Funds: Restricted donations Youth Toy Trust Total Restrlrted Funds 7,680 1,321 9,lJ)I 5.760 5,760 Designated Funds- PCC Unrestrlcted Funds - General 47,592 35,139 Total Funds $93 40,899 Approved by the PCC and signed on their behalf by the church warden Nick Warren Signed: Date: Page 8 of 17

1. Accoun�ng Policies

Basis of Prepara�on

been prepared under the Chari�es Act 2011 and the Church Accoun�ng Regula�ons 2006, in accordance accoun�ng standards and the current Statement of Recommended Prac�ce, Accoun�ng and Repor�ng by Chari�es, (SORP (FRS 102)).

statements include all transac�ons, assets and liabili�es for which the PCC is responsible in law. They do not include the accounts of church groups that owe their affilia�on to another body, nor those which are informal gatherings of church members.

Funds Accoun�ng

Funds held by the PCC are:

Unrestricted funds – general funds which can be used for the PCC for ordinary purposes.

Designated funds future purposes or projects.

Restricted funds

a) income from trusts or endowments which may be expended only on those restricted objects provided in the terms of the trust or bequest

funds may only be expended on the specific object for which they were given. Any balance remaining unspent at the end of the year is carried forward as a balance on that fund.

Endowment funds – for which the capital must be maintained; only income arising from the investment of the endowment may be used, either as restricted or unrestricted funds, depending on the purpose set out in the terms of the original endowment.

Income & Endowments

All income and endowments, accounted for without deduc�on for any costs of receivability, are recognised when there is evidence of en�tlement, receipt is probable, and the amount can be measured reliably.

Dona�ons & Legacies

Collec�ons are recognised when received.

Planned giving receivable is recognised when there is evidence of en�tlement, receipt is probably, and the amount accords with the Gi� Aid declara�on or other record of inten�on to donate.

Page 9 of 17

Gi� Aid recovered is recognised when the income to which it is a�ached is received.

Grants & legacies PCC.

Charitable Ac�vi�es

Statutory fees for weddings and funerals are recognised when received.

Other Trading Ac�vi�es

Trading ac�vi�es are where income is receivable in return for selling goods or providing services.

Income from trading us recognised when received.

Sales of magazines and study notes are recognised when received.

Rents from property are recognised in accordance with the rental agreements when received.

Investment Income

Dividends are accounted for when due and payable. Interest en�tlements are accounted for when

received.

All Other Income

All other income is recognised when received.

Gains & Losses on Investments

Realised gains are recognised when the investments are sold.

Unrealised gains and losses are accounted for on revalua�on at the 31st December.

Expenditure

Expenditure is recognised when there is evidence of en�tlement, payment is probable, and the amount can be measured reliably.

Grants

Grants and dona�ons are accounted for when received.

Church Ac�vi�es

by our Deanery. Any parish contribu�on unpaid at the 31 December is provided for in these accounts as an opera�onal (though not a legal) liability and is shown as a creditor in the balance sheet.

Fixed Assets

Tangible Fixed Assets

Chari�es Act 2011.

Page 10 of 17

Moveable church furnishing held by the Vicar and Churchwardens on special trust for the PCC and which require a faculty for disposal, are accounted as inalienable property unless consecrated. They are listed in the church’s inventory which can be inspected but are not included in the financial statements. For other property acquired prior to 2019 there is insufficient cost informa�on available and therefore the cost of such assets is not stated in the financial statements.

are wri�en off in the year they were incurred.

Deprecia�on

proper�es, over their expected useful lives. The rates generally applicable are:

Land Nil

Buildings Nil Fixtures and Fi�ngs 20% Audio Visual Equipment 33% Office Equipment 25%

No deprecia�on is provided on freehold buildings as the useful economic life of these assets exceeds 50 years and residual values so high that poten�al deprecia�on would be immaterial. It is the PCC’s policy to maintain these assets in a con�nual state of sound repair. Resul�ng from regular impairment reviews, provision will be made if there has been any permanent diminu�on in value.

Investments

Investments are stated at market value at the balance sheet date.

Current Assets

Amounts owing to the PCC at the 31 December in respect of fees, rents or other income are shown as debtors, less provision for amounts that may prove uncollectable.

Short-term deposits include cash held on deposit either with the CBF Church of England Funds, or at the bank.

Page 11 of 17

2. Analysis of Income

01 January 2024 to 31 December
2024 General Designated Restricted 2024 2023
Income from:
Donations and legacies
Planned giving 16,463 - - 16,463 24,771
Parish Giving Scheme 37,428 - 1,920 39,348 33,450
Collections open plate 2,357 - - 2,357 3,035
Donations and legacies 16,311 - 18,287 34,598 1,689
Gift Aid(income tax recovered) 21,113 - 3,609 24,722 10,904
Total donation & legacies 93,672 - 23,816 117,488 73,849
Charitable Activities:
Youth & kids activities 1,558 - - 1,558 1,831
St B activities: fund raising,
Cameo, Art club, film night & 1,613 400 - 2,013 2,053
hospitality
Acts 435 - - 5,130 5,130 5,240
Total income from charitable
activities		 3,171 400 5,130 8,701 9,124
Other trading activities
Hire of church/hall 7,195 - - 7,195 5,010
Total other trading activities 7,195 - - 7,195 5,010
Investments
Investment income 2,167 - - 2,167 1,268
Total investment income 2,167 - - 2,167 1,268
Other income
Fees - weddings & funerals 41 - - 41 3,379
Building and other grants 5,000 - 2,000 7,000 2,860
Youth worker CPAS grant - - 15,000 15,000 11,250
Clergyexpenses CCO share 4,967 - - 4,967 4,967
Total other income 10,008 - 17,000 27,008 22,456
Total Income 116,213 400 45,946 162,559 111,707

Page 12 of 17

3. Analysis of Expenditure

01 January 2024 to
31 December 2024		 General Designated Restricted 2024 2023
Youth & children's activities 1,522 - 354 1,876 2,376
Youth worker's salary & costs 5,389 - 15,400 20,789 19,323
Church worship & hospitality 2,205 - - 2,205 3,953
Church seasonal activities 1,269 - - 1,269 969
Church outreach - - - - 840
St B Cameo, art club, & film night 261 - - 261 498
Parish contribution 29,033 - - 29,033 28,188
Mission giving 7,000 400 - 7,400 8,700
Office subscriptions & consumables 5,195 - - 5,195 4,202
Examining accountant fees 1,080 - - 1,080 1,536
Bank charges 384 - - 384 317
Staff costs 13,330 - - 13,330 11,044
Clergy expenses 9,853 - - 9,853 10,175
Church maintenance 2,323 - 2,488 4,811 6,900
Hall maintenance 2,328 - 5,748 8,076 6,354
St Barnabas church maintenance 391 - 1,430 1,821 3,040
St Helen's roof maintenance - - 12,155 12,155 9,336
Quinquennial & other costs - - - - 1,694
Cleaning & consumables 3,805 - - 3,805 4,355
Insurance 4,987 - - 4,987 4,890
St Helen’s church light, heat &
water		 4,784 - - 4,784 7,222
St Helen’s hall light, heat & water 3,813 - - 3,813 4,689
Church House light, heat & water 1,915 - - 1,915 1,784
St Barnabas light, heat & water 2,893 - - 2,893 3,771
Acts 435 - - 5,130 5,130 5,240
Toal Expenditure on charitable
activities		 103,760 400 42,705 146,865 151,396

4. Missionary & Charitable Giving

St Helen’s PCC gave £7,400 (2023: £8,700) for mission giving ac�vi�es for 2024.

St Helen’s Ore PCC par�cipates in the Pension Builder Scheme sec�on of the Church Workers Pension Fund (CWPF) for lay staff. The scheme is administered by the Church of England Pensions Board, which holds the assets of the schemes separately from those of the Employer and the other par�cipa�ng employers. Contribu�ons to this scheme from employer were £2,031 (2023; £1,623).

Page 13 of 17

as Pension Builder Classic and a cash balance sec�on known as Pension Builder 2014.

6. Payments to PCC Members

Clergy support costs for both the vicar and curate are:

Council Tax: £7,010 (2023: £6,694)

Environmental/ Water Charges: £1,534 (2023; £1,729)

Mobile/ Travel: £1,308 (2023; £1,677)

These costs are shared equally between St Helen’s and Christ Church Ore.

No person received remunera�on in excess of £30,000.

7. Transac�ons with Persons Related to PCC Members.

No payments were made to persons related to a PCC member.

8. Transac�ons with Related Chari�es

No related chari�es

9. Governance

The cost of the independent examina�on from Manningtons was £1,080 (2023: £1,536 including

VAT).

Page 14 of 17

10.Analysis of funds

10. Analysis of funds
01 January 2024 to 31 December 2024 Fund Incoming Outgoing Transfers Fund
balances resources resources balances
**b/f ** **c/f **
Restricted funds
Acts 435 - 5,130 5,130 - -
Buildings - 21,071 21,071 - -
CPAS - 15,000 15,000 - -
Restricted donations 5,760 1,920 - - 7,680
St Barnabas restricted donations - 750 750 - -
Youth Toy Trust - 1,500 179 - 1,321
Youth - 575 575 - -
Total restricted funds 5,760 45,946 42,705 - 9,001
Designated funds
Mission Fund - 400 400 - -
Total designated funds - 400 400 - -
Unrestricted funds
General 35,139 116,213 103,760 - 47,592
Total unrestricted funds 35,139 116,213 103,760 - 47,592
Total funds 40,899 162,559 146,865 - 56,593

Restricted dona�ons relate to dona�ons to help repay the Archdeacon Loan.

11. Fixed Assets

12.Debtors

There were no receivables at end of 2024 (2023: £1,964)

13.Creditors: Amounts Falling Due A�er One Year

The Archdeacon’s loan of £9,750 was due by 28 February 2025 and shown as a long term liability in the 2023 financial statements. The loan was interest free and was repaid in March 2025.

Page 15 of 17

14.Creditors: Amounts Falling Due A�er One Year

Current liabili�es £23,595 (2023: £11,250). These comprise:

14. Statement of Funds

Explana�on of Funds

Endowed funds objec�ves. There are no endowment funds.

Restricted funds are not invested permanently but are to be spent within reasonable �mescales.

Designated funds are not subject to any donor restric�ons and are decided by the PCC.

Unrestricted funds are not subject to any donor restric�ons and can be spent as the PCC decides.

Page 16 of 17

Independent examiner’s report To the PCC of St Helen’s Church, Ore with St Barnabas

This report on the accounts of the PCC for the year ended 31 December 2024, which are set out on

Basis of this report

comparison of the accounts with those records. It also includes considering any unusual items or

audit, and consequently I do not express an audit opinion on the view given by the accounts.

Independent examiner’s statement

  1. Act; or

  2. the accounts do not accord with those records; or

  3. the accounts do not comply with the applicable requirements concerning the form and

the accounts to be reached.

Signed………… …………..

Date: 25/04/2025

Mrs R T Walsh FCCA

Page 17 of 17