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Holy Trinity Church, Rothwell
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Annual Report
Year Ending 31[st] December 2023
Report on Holy Trinity Parochial Church Council .
The Parochial Church Council of Holy Trinity Church is responsible, along with the Rector, in promoting the Church’s mission in Rothwell, pastoral, evangelistic, social and ecumenical. It is also having the responsibility for the management and maintenance of the Church, Parish Centre and Housing stock.
The PCC is made up of Ex Officio, Appointed and Elected Lay Members. The elected members along with our Deanery Synod representatives serving a 3-year term. The PCC has also appointed both a Safeguarding Officer and an Environmental Officer to advise PCC on these matters. A full list of the current PCC membership can be found in the appendix to this report.
The PCC functions within the regulations laid-down within The Church Representation Rules 2022 and meets within the terms of these Regulations to ensure all its business is conducted efficiently. The Standing Committee is appointed by PCC to manage business between PCC Meetings as required. Various Sub-Committees of the PCC also meet on a regular basis to conduct the committee's allotted business.
The present Sub-committees comprise:
i) Fabric
ii) Finance
iii) Fund Raising
iv) Mission & Liturgy
v) Parish Centre
All our Sub-committees of PCC are lead by a Lay Chair elected from within the Sub-committee.
The dawn of 2023 found the PCC of Holy Trinity engaged in meetings, along with other PCCs of the parishes within the Team, with the Archdeacon of Leeds in the process of the recruitment of a new Team Rector to the Benefice, a process which resulted in the appoint of Revd Canon Mark Umpleby to the role and his licensing to the Benefice in July at Holy Trinity.
April 30[th] marked our APM & APCM and for the first time in a number of years all our elected posts on the Council were filled. Up to the appointment of Revd. Mark the PCC meetings have been led by our Lay Vice Chair – Virginia Lynch and a big “Thank You” must go to Virginia for all her efforts in this regard.
PCC meetings are usually held bi-monthly with the various Subcommittees meeting in the months in-between. Attendance at our PCC meetings remains high for all members and during the year the PCC had to deal with many items many of which will no doubt be covered by other reports within this Annual Report, so I will not go into detail here.
Concluding my report, on behalf of the Parish I would like to offer thanks to our PCC members for all their dedication and hard work for the Church in Rothwell and as always a big “Thank You” to our Recording Secretary – Bela Singh for her hard work in transcribing our P.C.C discussions over the months.
Ian Land – Honorary P.C.C. Secretary
Appendix A – Holy Trinity PCC Membership at APCM 2023
Ex Officio Virginia Lynch
Vice Chairman
Elected Retiring
Virginia Lynch Mark Wilkinson Norma Barrett Ian Land Abhijit David Appointed to PCC Joyce Blakey
Warden
Warden APCM2023 APCM2024 Warden APCM 2023 APCM2024 Deanery Synod Rep APCM 2023 APCM2026 Deanery Synod Rep APCM 2023 APCM2026 Deanery Synod Rep APCM 2023 APCM2026 Reader APCM 2023 APCM2024
Elected Lay Representatives Carol Cressall Roger Ward Sue Franks Keith Lynch Richard Mayers Pat Shute Jennifer Ward Carl Burwell Adam Burwell PCC Advisors Debbie Mann John Normington
APCM 2022 APCM2025 APCM 2023 APCM2026 APCM 2022 APCM2025 APCM 2021 APCM2024 APCM 2023 APCM2026 APCM 2023 APCM 2026 APCM 2023 APCM2026 APCM 2023 APCM2026 APCM 2023 APCM2026
Safeguarding Officer Environmental Officer
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THE CHURCH ELECTORAL ROLL
At the end of 2023 the number of names on the Electoral Roll were
63 Resident 19 Non-resident
Making the total number of names 82
There are forms at the back of Church or from Jennifer Ward if anyone would like to be included in the Electoral Roll for 2024
Jennife Ward – Electoral Roll Officer
Churchwarden’s Report Year ending 2023.
2023 started as 2022 ended in the middle of the vacancy for Team Rector and Vicar of Rothwell. The church continued to be blessed and gifted with a host of different and diverse array of visiting clergy covering our Sunday morning worship. Bringing different viewpoints, ideas, and influences. During those first weeks of 2023 we had a different member of clergy almost every week. This brought its own challenges, ensuring that they were welcomed and fully briefed before starting a service. The worry of them being double diary booked and not turning up, or just forgetting, or going to the wrong Holy Trinity Church in Rothwell. Most google searches will bring up Holy Trinity Church Rothwell in Northamptonshire before Rothwell in West Yorkshire. Luckily none of these things happened, by the time we got around to Lent we were back having some recurring and regular faces that helped to keep some continuity. Our grateful thanks again to Rev. Anthea College and Rev. Robin Patterson who supported us so admirably in this period. Also, the support from visiting priest and clergy and Joyce Blakey our Lay Reader who could and did step in at moment’s notice and supported many of the non-Eucharistic services during the vacancy. We were very lucky to have the usual suspects of retired clergy covering the occasional offices of Baptisms, Weddings, and funerals along with Rev. Mandy and Rev Sarah sharing the team resources and always being just at the end of phone.
With services covered that gave opportunity to continue and complete the North-West Corner work. our thanks to the congregation’s patience and forbearance during the disruption caused with the building work. Although disruption was kept to an absolute minimum on a Sunday there were odd areas that suddenly had big holes in it whilst drainage works were carried out and completed. At last, an internet and Wi-Fi cable was laid. I am sure that you will agree that the disruption was worth it as we now have a fully functioning kitchenette, a seating area that is used not only on a Sunday but at other events and the Holy Grail a toilet. Something that has long been on the wish list of the church since Adam
was a lad. The completion has added to the fabric of the church building and has enhanced it, utilizing space which had become a bit of a dumping ground.
Whilst all this was happening in the background continued attempts to complete parish profiles and brochures to entice candidates for the vacancy. As the cold dank winter turned to spring, a miracle, a candidate. Casting our net far and wide for the crème de la crème within the Anglican communion and searching far and wide to the far-flung corners of the empire. Whether it was an epiphany, a road to Damascus conversion or a still small voice of calm, we may never know but a spark in someone’s mind was lit in deep and darkest Batley on the Dewsbury riviera. Although having a sound theological pedigree and vast experience the clincher at interview was a born and bred Yorkshireman and a die-
hard Leeds United fan. So, Rothwell and the benefice would be marching on and out together with our new Team Rector. Rev Canon Mark Umpleby. He would be
tying up his loose ends at Batley in May and would be joining us in July, journeying via Route 66 and the Southern States of America rather than just going 4 junctions down the M1.
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At last, a light at the end of the vacancy tunnel not someone just shining a torch. We were blessed by a wonderful event in Mid-July with the Licensing of Rev Mark and his institution as team rector. Joining us in that event included Mark’s parents and close family and friends with supporters from all his team at Batley. Members of the congregation from the wider benefice.
Who will be tapping into and sharing Mark’s skills and pastoral knowledge. Along with representatives from the local faith community and the community at large. In attendance also was the Archdeacon and Bishop Arun who was so impressed on his first visit to Rothwell with the warmth of welcome to him and how well we had coped and moved forward as a church during the time of vacancy. We welcome Mark to his new stage of his ministry and faith journey bringing his skills and talents to both Rothwell and the wider benefice.
The biggest worry is that with a new member of clergy arriving that the laity sit back and relax as they have worked hard during a vacancy and the vicar can take up the reins. Isn’t that what is supposed to happen?
Well, if it is, it is not the custom and practice at Holy Trinity. The laity have never taken their foot off the gas for one minute. Planning, developing, and formulating plans to take the church at Rothwell into the 2020’s. There is always work to be done, some more planning and developing. The Parish Share was paid not least in part to the fund-raising efforts of the social committee and Jennifer and her teams’ relentless efforts. The mission and liturgy committee led by Joyce intermingled with her other duties and responsibilities have devised and brought to fruition different types and styles of worship including a pet service in October. Which was blessed with unseasonably warm weather to have the event outside. This is an event that will grow and get stronger going forward.
Services over the Remembrance and Kingdom season were well received throughout the local community. Remembrance Sunday was attended by members of the Royal British Legion, civic dignitaries, members of the armed forces and the Deputy Lord Lieutenant of West Yorkshire Michael Fox. Rothwell is his go to place on Remembrance Sunday morning. A testament to the warm welcome and ties of friendship he has developed over the past years.
Remember with love our annual service of remembrance of those who have passed in the past year remains well received and of great comfort and consolation at a time when loved ones are perhaps missed the most and sadness and grief can be overwhelming in the midst of the joy and celebration of the Advent season and Christmas.
Our ties and links with the local community were further enhanced during this period with the Church School learning and sharing the true gift and meaning of Christmas in the Experiencing Christmas event at the beginning of Advent. Well over a thousand school children in the local primary schools attended with parents, grandparents, friends and significant others along with teachers and governors at school Christmas carol events. Seeing the church full to capacity and beyond with standing room only (even that was in short supply) was a great joy.
The team and benefice choirs who have started to work more closely and coherently sharing time, talents and resources combined for both Rothwell and St. Oswald’s Methley’s service of Carols and lessons. Both events were well attended and have developed some excellent working relationships and links. It has also encouraged and nurtured new talents and singers into the choir and brought a few back out of semi-retirement to increase numbers and vocals.
Both Virginia and I have used our own skills and talents to help support the church in what has been another challenging year with other commitments and challenges competing with this role. Which means spinning a lot of plates and juggling a lot of balls sometimes all at the same time. Luckily none have fallen on our heads although there have been a few close calls.
We can confidently report seeds of growth emerging into green shoots. There are new faces making Rothwell Holy Trinity their spiritual home, we have seen wedding couples and baptismal families sharing and growing in faith and joining the established congregation. This remains a testament to the warmth of welcome and family feeling we have in our church community.
No report would be complete without a few thankyou’s and shout outs. Firstly, to the assistant wardens both Jennifer and Jane, for their forbearance during the past year and commitment
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who just go about their work behind the scenes. Our regular sides persons and welcomers who give up their time of prayer and devotions to sort the heating out, give books out, count collections, open, close-up support newbies in church, play with the sound system and other odd jobs during a Sunday morning, a very grateful thank you. please let us know if you wish to share your time and talents or feel called to supporting the church in this vital role, please feel free to have a word with one of us.
To Sue Franks our parish administrator, to Pat Shute who co-ordinates rotas and roles and supports ensuring funerals and weddings are
covered with vergers (who to all those with vergerIng responsibilities we are eternally grateful). Carol Herring, who has taken over the role of caretaker and is boots on the ground most days of the week opening, locking, and keeping things ticking over day to day, and Richard Mayers our musical director who knows there will almost always be a member of the choir missing every Sunday enabling us to fulfil our dual duties as warden and choir member.
To Rev Mark for his support, friendship, and prayers I hope we have not frightened you off so far. To use a football analogy. We do have a habit of going through vicars like Leeds United go through managers, but we are hopeful you will stick with us, you’re not just on loan for a season and not looking for a transfer in the January window. We do hope we have a long cup run with you.
We also want to thank our long-suffering families and friends who have so much to put up with throughout the year in office. Helen has also had to put up with completing a PGCE at university and a Great North Run for good measure she deserves a medal as big as a dustbin lid.
Also, to Keith Lynch who may feel like he is married to the church sometimes, as Virginia completes the lion share of faculty applications, emails, telephone calls, liaison with contractors, workmen (and women), the list is quite literally never-ending.
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Finally, to all the congregation for your warmth, care, and support during the past year it remains both an honor and privilege to serve you and this parish in this ancient office as Bishop’s officers
(Churchwardens).
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TREASURER’S REPORT 2023
I’m pleased to report that we again managed to pay off our Parish Share in full. We pay off £2000 per month on standing order so we need to find the other £27,917 from somewhere. The Fundraising
committee raised £8793.30 from their various activities which are shown in the Fundraising Committee’s report. We paid £9001 from the tower mast rental which left us with a £10,123.00 shortfall. Fortunately, we still have a bit of money in the money raised from the sale of 4a Carlton Lane so we used this to pay the share in full this year. Unfortunately, this fund is rapidly being depleted so we cannot rely on this for much longer.
We are very grateful to the people who give on a regular basis. More people are now giving online rather than envelopes. Because of this the envelope giving is down from last year but the online giving has risen. Cash donations from Sunday services, weddings and baptism have remained pretty much the same as 2022.
Since we stopped using the numbered envelopes and leaving the generic ones on the pews each week we have seen an increase in people gift aiding their donation.
We have also put card readers in Church, the hall and the bar which does seem to encourage slightly more donations at weddings and baptisms.
After re-evaluation of the shares the Trust Fund now stands at £463,449 which is down £40,902 from last year after.
Fees from weddings and funerals were down by nearly around £900 in 2023 but the 100 Club raised £407 more. Bookings of the parish hall was also down by £2040 on 2022
As always it is a struggle to keep the books balanced as our outgoings are still more than our income.
Sue Franks – Treasurer
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Giving Summary- December 2023 Gift Aid & Small donations gift aid scheme
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The envelope scheme is reconciled to end of December 2023 and we have received gift aid payments from HMRC for both of the two 6 months periods of this year. Post the COVID-19 crisis which saw a reduction in giving for many reasons, then we are seeing a recovery of giving, but still a downwards trend from a 2019 high, and our lowest total to date. It is obvious that giving behaviours have changed significantly and sadly we have lost a number of regular givers through an aging congregation and as people struggle with a cost-of-living crisis. However, as a balance to this I am informed that event led giving has been strong, and supplements regular giving. As we know the numbers of donors have been in slow decline for a number of years. Over the year 2023 we still had 41 regular givers through the envelope or Direct Debit scheme, which is a reduction of 3 over the year, 29 of these are Gift Aided. The average weekly envelope/debit/gift day giving was £569.64 resulting in £30,190.70 of donations. Donations eligible for Gift Aid were £13,874.00 which resulted in £3468.50 of tax that we were able to claim back. We look forward to the future with hope as our congregation grows. As our Direct Debit / Bank Transfer givers have increased we have stopped purchasing our traditional Envelopes and have moved to Generic giving envelopes. Regular givers can still have their yearly
envelopes which are stamped with a unique givers number and the remainder envelopes can be used by the general congregation for giving and can be found in the pews. As we modernise, we also have card readers available for the many givers who don’t carry cash. We of course will review this at PCC.
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The additional Gift Aid shown on the 1[st] graph is part of ‘The Small Donations Gift Aid Scheme’ which started on 6 April 2013 and offers an opportunity for all churches to claim additional gift aid of up to 25% each on cash (small) donations, i.e. the gift aid due on donations of up to maximum cap of £8,000 which we receive in cash collections throughout the year.
A summary of the current giving status is shown in the table below giving a breakdown of the broad categories of ‘per week’ donations.
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My grateful thanks for your continued generous support for the mission and ministry here at Holy Trinity Rothwell through your regular giving. These have been difficult times and the ways you always step up the way you give, through time, talent and donation has been an inspiration.
Kind Regards
Carl Burwell
Giving Officer - 2023 Report (February 2024)
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Annual Report from Safeguarding Officer 2023
In line with Diocesan guidelines on safeguarding, the PCC of Holy Trinity Church Rothwell has complied with its duty to have due regard to the House of
Bishop’s guidance on the safeguarding of children, and vulnerable adults during 2023. We continue to display a formal statement of adoption of the House of Bishops Promoting a Safer Church: Safeguarding Policy Statement in the church, Parish Centre and on our church website, as well as information on how to obtain help, inside and outside the church regarding child and adult safeguarding issues.Safeguarding continues to be a standing item on the Agenda at each PCC meeting.
In 2023 there have been no safeguarding issues raised.
Since the last APCM three new members were appointed to the PCC and all of which have now completed DBS checks and appropriate safeguarding training.
Having had a new incumbent in July 2023, Rev Mark and I met in November regarding:-
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A secure place for keeping safeguarding records
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A possible meeting of Safeguarding Officers from the Benefice
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The continuous use of Parish Dashboards
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Risk Assessments from Church groups
Baptism request forms have been modified to include the consent from parents to use photographs on our church website to celebrate a child’s Baptism Consent forms to use photographs have been created which give the church permission to display activities from Messy Cafe, Family Church and Sunday School on our church website
Actions:-
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To review the Safeguarding Action Plan annually
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To ensure risk assessments are in place for activities involving groups in church/parish centre
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To ensure that roles held with the PCC and within the church continue to be updated regarding their DBS checks and safeguarding training where necessary
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Safeguarding is everyone’s responsibility. Acting on your concerns or seeking advice is rarely a bad idea. People often ask “What if I’m wrong?” but we have to ask ourselves “What if I’m right?. We cannot assume that someone else has seen what we may have seen and will pass on concerns. Please always ask for advice around any concerns you may have.
Debbie Mann March 2024
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THE FINANCE COMMITTEE REPORT FOR HOLY TRINITY AGM, MARCH 2023.
The Committee meets on a regular basis in order to have a monthly oversight of Parish Finances and to address any broader financial issues that may arise.
At the start of the financial year the Committee discussed the income available to the Church and ways in which it could be increased. It became clear that at the moment the Church was spending more than it generated in income. Clearly this state of affairs could not continue.
At each meeting, a monthly review of expenditure is undertaken. The Committee now has three years of data, which provides a sound guide for observing any spikes or lows in the figures.
In September the whole Committee attended a meeting with a charity fund-raiser and useful practical advice was given. The fund-raising Committee is essential to the finances of the Church and it is essential that everyone supports and attends its ventures.
For a secure economic future, the church needed to improve the useability of the Parish Centre as the main source of income. It was felt that fundamental to this was new heating, new toilets and refurbishment.
In recent meeting the Committee has considered the value of having an annual budget for the Church and the Parish Centre. In addition, the value of a five year budget plan was examined and it was thought that this could be a useful tool for preparing finances of the future.
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Keith Lynch.
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The Fabric Committee Report to Holy Trinity A.G.M. 2023
Throughout 2023-2024, members of the Fabric Committee, met on a regular basis and dealt with a number of the fabric issues relating to the Church and Parish Centre.
As with previous years the framework of fabric care was based upon a Calendar of Church Maintenance which was discussed and acted upon at each meeting. This enabled the group to be prepared for annual issues such as gutters and specific concerns such as health and safety.
A major problem the committee has had to contend with this year is a shortage of people and firms willing to undertake work such as, for example, the repair of the pews in the church.
In lieu of the above members of the committee itself effected the repair of the church box which had been broken in the passage of time, box lid has now been re-connected to the box itself.
The Committee took part in the Quinquennial report for the church, though the report is yet to be received. It is thought that much of the coming year’s work by the committee will be based on the recommendations of the Quinquennial Report.
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Following a recommendation from the Committee that the Sanctuary area between the choir stalls needed attention, it submitted a report with three recommendations, and this was accepted by the PCC.
Good progress has been made in maintaining the graveyard over the past year. Local Councillors, members of the Congregation and local residents are all to be thanked for willingly giving their time and effort to this venture. It is to be hoped that this will continue in the coming spring. Should anyone feel that they could help, please contact me via the church office.
Keith Lynch.
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ENVIRONMENTAL OFFICER REPORT FOR ANNUAL PARISH MEETING 2024
We continue to strive to care for Gods church buildings and land in an environmental way.
We have been beset by problems with heating in both the church and hall.
We were delayed in making progress in both buildings, due to the DAC approved heating engineer relinquishing his position with the DAC without informing us. He had recommended an air source heating for the hall and a single high efficient gas boiler for the church. We considered a ground source pump for the church, but access would be a problem for its installation. We will revisit this scenario, as time moves on so does technology.
The heating in the hall, which was initially the priority, now seems to be working ok. The catastrophic loss of heating in the Church has meant that the Church heating has moved its way up the pecking order.
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We also obtained quotes for solar panels on the hall roof, if we were going to reduce our carbon footprint we would have to use carbon neutral energy.
Sue and I visited St Mary’s Church Embsay, to look at other alternatives to heat the church. They had been funded to install an array of church heating alternatives. In our opinion the most effective heating system for our church would be under pew heaters. UPH are installed in ST Oswald’s in Methley.
In the Autumn we were invited to put in a bid for match funding in the Good To Go Green funding stream from the C of E. We formed a small group to formulate a bid to install Under Pew Heaters, that met the needs of the GTGG criteria. It was a very tight timescale, but ultimately worthwhile. We were strongly supported by all the congregation. So a big thank you to all who contributed, their time energy, money and most importantly their prayers.
Other areas of reducing our carbon footprint, was in reducing our use of single use items in the cafe areas, Sue closely monitors our paper and refuge usage, alongside recycling printers cartridges.
We also introduced a seed swap to ensure and encourage economical use of any left over seeds from parishioner.
Most of this is well known to most of us, as it is reported in the monthly magazine and in church. I try and ensure that most months there is an article regarding the environment. So, thanks to all those eloquent people who’s articles I have borrowed, and in some cases “nicked”, I
couldn’t have done it with out you! Though I may have written one or two myself.
The bird houses that Messy Cafe children made up and painted last summer were put up in the churchyard, and hopefully used by the birds in the locality.
Many thanks to the churchyard clean up teams that have made a huge difference to the approach to the buildings. I hope to sow some wildlife seeds to attract birds and insects in the church grounds (if it stops raining).
Thank you to Roger Ward and his merry team of grass cutters and pruners in making the approach to the church so beautiful.
John Normington Environmental Officer
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MISSION AND LITURGY COMMITTEE
The Mission and Liturgy committee has met four times this year to discuss our worship, to plan services and to look at our mission and outreach in general.
At our September meeting we welcomed Revd Canon Mark Umpleby, our new vicar. Revd Mark asked if the committee was happy with the pattern of services being used since the church re-opened after Covid. After discussion it was decided to advise the PCC that we felt the current pattern should continue.
A pet service was held outside the church and was attended by 15-20 people and their pets and was well received. Revd Mark suggested we give more personal invitations to people we meet for this service.
The Baptism Visitors have met with Revd Mark to discuss the best way forward. It was decided that they would meet baptism families in the Parish Centre or at church after the service instead of in their own homes. The baptism form was amended and a new baptism leaflet is to be given to them.
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Several other discussions have taken place. These included Christmas services, Easter services, Harvest Festival and an Advent Course was held and was considered to be very interesting by those who attended. This was based on Bishop Arun’s book “Stick with Love”.
We held “Experience Christmas” in December. This was well received by children from the Holy Trinity Academy and it is hoped to do this again next Christmas.
We also discussed “Experience Easter” but it was suggested that a session of Messy Easter would be appropriate on 30th March.
A Lent Group is being held at Lofthouse Church based on the BBC programme “Call the Midwife”. This is for the team of churches in the benefice.
I would like to thank each member of the committee who, despite having very busy lives, have been constant in their attendance at meetings and have contributed a great deal to discussions. But this is not a closed shop and members of the PCC who wish to join us would be welcome.
Joyce Blakey, Chair.
Deanery Synod Report 2023
Holy Trinity Church forms part of the South Leeds Deanery, the Deanery its self, part of the Archdeaconry of Leeds. Along with our Clergy, at present, we can elect from the congregation of Holy Trinity, 3 members to represent Holy Trinity at the Deanery Synod meetings. Our present Elected Representatives, who serve a 3-year term of office are:
Mrs Norma Barrett, Mr Abhijit David & Mr. Ian Land
By virtue of their office, our elected lay representatives sit on the P.C.C. of Holy Trinity as ex-officio members.
Over the course of the year the Synod met 4 times and below are brief details of the meetings:
i) The Area Forum of all the Deanery's in the Leeds area took place on 27[th] April 2023 at St George’s, Leeds with a discussion centred on Climate change.
ii) The Deanery Synod met on 25[th] May 2023 at St Peter’s, Morley where the new Area Dean, Rev Phil Harris was introduced. There was an explanation of what Deanery Synod is and a number of topics were discussed - Encouragement and Unity, Being Inspired and Equipped, Making a Different to the Wider Church, Clergy and Lay Together – these were led by Rev Phil Harris, Rev Mark Watson, Rev Sarah Hancox, Ian Waterhouse. Rev Sharon Wilkinson led a short time of prayer for the deanery. David Jorysz, Lay Chair, then talked about the vacancies for a Deanery Secretary and Lay Reps for Synod and the Standing Committee. There was a discussion about topics for future synod meetings - these were noted as mental health, gender issues, domestic abuse, engagement with politicians, divestment from fossil fuels, how to begin a Bible study culture, AI and ChatGPT, cost of living, pros and cons of the disestablishment of the Church of England, the changing role of priests as they inevitably take on responsibility for more churches.
iii) The autumn of the Deanery Synod took place on 14[th] September 2023 at St Peter’s, Morley. Elections were held for Deanery Standing Committee and for leadership for both lay and clergy. Stuart Ward (Oulton/Rothwell) was elected as Joint Lay Chair. Newly elected members of the clergy on the Standing Committee are Rev Phil Arnold, Rev Emily Tidball, Rev Sharon Wilkinson, Rev Mark Watson. Newly elected lay members on the Standing Committee are Ian Waterhouse (Beeston) and David Jorysz (Bramley). No Deanery Secretary was elected. Jemima Parker, Diocesan Environment Officer, then spoke
about the Eco-Church Award Scheme. The diocese will offer training and there are funding opportunities that will be released soon that will help parishes to engage with environmental issues.
iv) The final Area Forum of the year took place on 9[th] November 2023 at St George’s, Leeds with a discussion on Advent Hope.
We are thankful for all those who serve on Deanery Synod and, in particular, the work of Rev Phil Harris, Area Dean, and David Jorysz and Stuart Ward, Joint South Leeds Deanery Lay Chairs.
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Bar Report 2023
Well still another so, so year with the bar, gradually improving, but a long way from pre-covid days. Bookings have been very hit and miss during the year.
The regular Salsa workshops and dances continue to contribute a small income to funds. Luckily the birthdays, weddings and anniversaries contribute a better source of income, with the odd party giving us a real boost to takings. December's takings exceeded £4,000.00 from various funtions, which was a big help.
January 2024 has started ok, but February and March are looking quite quiet at the moment, we shall have to see how the rest of the year developes.
We continue to get a range of birthdays, weddings and anniversaries, and it is a pleasure to see people enjoying the range of gins and wines we are able to offer. Many thanks to my dedicated team of bar staff, without whom I would not be able to manage.
Pleased to see the Beer Festival is continuing, and thank you to all who volunteered to help with that event.
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Phil Thomas Bar Manager.
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PARISH CENTRE COMMITTEE
REPORT 2023
The Parish Centre continues to be a good source of income although takings were down on 2023.
We still have a number of regular bookings through the week – Paula Clark dancing, Toddlers, Rising Starts and Paula Vickers. The Salsa dances are still ongoing once a month too.
We had a new roof installed by Roofclad Systems and touch wood we have not had any leaks from the usual places. We have had a couple of floods in the toilets although this wasn’t due to the roof but something missing off an outlet which has since been replace.
The Fundraising Committee continue to regularly use the hall for their events to raise funds.
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The Beer Festival continues to be a major source of funds raising £5000 in 2023 plus £1489 raised from the kitchen. Thanks must go to the Beer Festival Committee, Rothwell Lions and Virginia Lynch with her team in the kitchen as there is a lot of planning and
hard work goes into this. The 2024 Beer Festival has been booked for 18-20 April 2024.
The bar continues to draw people in to hire the hall and in 2023 managed to transfer £1000 to Church Funds. This doesn’t seem a lot but without the bar we wouldn’t have the bookings.
The heating in the hall is insufficient for the size of the place and the boiler is very old. It also gets very hot in the hall in summer. We have begun looking at ways of sorting these problems and also becoming a greener hall. At the moment we are looking at HVAC systems which give out warm air in winter and cool air in summer using fresh air from outside. This is a project for 2024.
After the retirement of Rita, the church cleaner, it was decided to create a totally new job and combine the hall and church cleaning. The new person was to be Building Superintendent and would be responsible for not only the cleaning but the efficient running of the buildings in conjunction with the Parish Administrator. Joanne, the hall cleaner, was made redundant and was told she could apply for the new position, which she wasn’t interested in. After advertising and interviewing, Carole Herring was appointed and everything seems to be going well.
We need to look after the hall and keep it fit for purpose otherwise we will not get the bookings we need.
Sue Franks
Dear Members of the Parish, It is with great pleasure that I present my not at all Al-generated annual report of musical activities that happened in 2023. It is an honour to serve as director of music at our Anglican Parish Church, and l am proud of our achievements in our music ministry this year. This year has been a productive year of making muslcto sing our praises to the Lord Jesus. We have had much to celebrate and be thankful for in 2023, including welcoming Reverend Mark as ourvicar. ChatGPT was very excited about his energy and enthusiasm, 501 see they must have met somewhere. We are excited to See the developing new chapter of our Church's life under his ministry and leadership, and I look forward to seeing his fruithjl ideas for keeping our worship at its usual high standard and broadening our repertoire of good solid hymns. Our choir continues to play a much valued role in the life of our Church's worship ministry. This yearwe had the joy of combining our talents with those of the choir of St. 0sw31d's Church, Methley at various times through the year, including to welcome Reverend Mark, and for our services at both churches over Christmas where almost everything that could have gone wrong did go wrong. Their tslent and enthusiasm has still been a blessing to 311 of us and has been instrumental in our success over the holiday season. Please can we have more excuses to sing together, that's from me not one of the Al reports. The choir's ministry has also been blessed with the arrival of our newest members, Darren and Kathryn. Darren and Kathryn have fitted right in and we are immensely grateful for theirvocal talents to
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Richard Mayers – Director of Music
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FUND RAISING COMMITTEE
The Committee consists of an extremely hard working and very generous group of people who give of their time and effort all year long. Pat Shute, Pat Higgins, Sue Franks, Sue Normington, John Normington ,Mark Wilkinson, Abhijit David, Norma Barrett, Stella Dunwell, Keith Lynch, Virginia Lynch and Jennifer Ward.
| Events held this year | ||
|---|---|---|
| Feb 6th. | French Evening. | £1,000.00 |
| March 10th. | Pre Loved Sale. | £ 235.30 |
| April 17th. | 40’s Night. | £ 932.00 |
| May 5th | Easter Raffle. | £ 540.00 |
| June 6th. | Coronation Afternoon Tea. £ 910.00 | |
| July 7th. | Italian Evening. | £ 885.00 |
| July 27th | Barn Dance. | £ 860.00 |
| July 8th | Summer Fayre. | £ 881.00 |
| Nov 11th. | Book Stall. | £ 51.00 |
| Nov 20th. | Soup and Sandwiches. | £ 500.00 |
| Dec. 12th. | Autumn Fayre. | £1,400.00 |
| Dec 15th | Christmas Raffle. | £ 600.00 |
Anne Ward gave us the Book Stall Money. Sue and John Normington organised the French Evening and Anne and Roger Ward did the Barn Dance together with Sue and John .Thank you.
This has meant a lot of hard work and we would welcome new helpers.
Jennifer Ward.
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Holy Trinity Open Church Group Report for 2023
After the winter break,2023 saw the small team from Holy Trinity once again opening our church doors to welcome visitors to regular planned openings of the Church, on nonservice days, and guide them in roaming and investigating our historic building. Over the Spring & Summer until December our team welcomed a steady flow of people wanting to find out what lay beyond the large wooden doors, either for solitary exploration or to enjoy a guided tour. In September we again took part in the National Trust’s Heritage Festival.
In past years our visitor count for this day has been very good and again 2023 did not disappoint with visitors and families coming from near and far to explore our church and be regaled with the stories its walls hold.
Our group is a small team and we are always keen to recruit new members in the running of this valuable ministry, so if you can spare a couple of hours once a month and would like to get more involved in the historical aspect of the oldest surviving building in Rothwell, please have a chat with Ian or Keith
Ian Land
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Friendship Café
The café has been running for a year now and is growing from strength to strength.
The idea for it came in late 2022 when, after talking with members of the congregation, it became clear that people would welcome the
opportunity to get together for a couple of hours, on a regular basis to chat with old friends and make new friends in a friendly comfortable place. Having consulted the diary, we found that the Parish Centre was free on Friday mornings so decided that the last Friday of each month would be an easy date to remember for our new venture.
From the outset, we deliberately set our prices low as the reason for the café was to bring people together to combat the growing problems of loneliness and the huge hike in energy prices. A year on, we have a loyal core of approximately 25 regular attendees who come for tea, coffee and toasted teacakes - other baked goods are available too!
The café would not be able to happen without the support of a loyal band of volunteers and I’d like to say a big thank you to Joyce, Jennifer, Pat, Stella, Norma, Sue, Claire and Ann who regularly run the kitchen and I mustn’t forget Keith, Barry and John who get out, and put away, the tables and chairs.
I said earlier that we didn’t set out to make money but, this year, we have managed to buy 40 lovely ‘bee happy’ mugs, enough material to make 12 red gingham tablecloths and have also been able to donate £100 to the ‘Heat a Seat’ campaign, so thank you everyone and let’s look forward to another successful year.
==> picture [90 x 90] intentionally omitted <==
Virginia
GFS
We have been thankful for the leadership of Stella Dunwell, Tracy Sidwell, Joyce Blakey and Jennifer Ward all through the year. Two girls working towards their Gold Duke of Edinburgh Award have been helping every Thursday too which has been a big help. They are very sensitive to the Girls needs and show an excellent sensitivity and thoughtfulness.
We have staffed The Gingham Cafe at both the Summer Fayre and The November Fayre and been successful in raising a lot of funds, but also given the girls real experience at dealing with money and being pleasant and polite to their customers and learning how to take orders.
We sang a Carol at The Carol Service, which is a G F S tradition. We held an enjoyable Christmas Party with lots of games.
Stella has continued with her creative craftwork and the girls hung their Christmas symbols on the branches of the tree leading up to the Parish Centre. These were very positively commented on by Church members and the General Public.
Rev, Mark has joined us on two occasions making the girls very happy. He also joined GFS staff for a fish and chip supper.
We continue to play games ,sing, make food and lots of creative crafts and have a very hard working team. Jennifer Ward
Messy Cafe
The numbers attending Messy Cafe have sometimes been low in the last year, but have increased a bit with more frequent advertising and email invitations. As well as the normal art, construction, book, sports and baby areas; the children created a poster for the Mothering Sunday service. Our next session on 23rd March will have an Easter theme, with children being able to decorate Easter eggs and hear the Easter story. I would like to thank Jane and Stella for their help with running this, especially when I couldn't attend because I had covid.
Carol
Jigsaw
This is the new name for Family Church, which happens on the first Sunday in the month in the Parish Centre. It is a half hour service aimed at families with songs, games and activities, accompanied by snacks and drinks (provided by Roger and Ann). I would like to thank Roger and Ann for their help with organisation and making the families feel welcome, as well as Ruth for sorting out the music. We have 5 or 6 families that attend regularly but are hoping to increase this number by inviting Baptism families sooner, advertising more, and inviting those who have given us their email addresses.
Carol
Sunday School
Sunday School has enjoyed being in the cafe corner since it was finished, and now has equipment cupboards close by. We hope that we will soon be back in church, when the heating problems have been sorted. I feel it is important that the creche area is near to the Sunday School, to make it easier for parents, and am still trying to work out how to fit it in. Numbers have grown a bit over the last year. Ann, Debbie and Diane have stepped in when I have been away, which has been great. Thank you. Children have enjoyed the games and activities.
Carol
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Bellringers Annual Report 2023
Similarly to last year you may not have heard the being bells rung at Holy Trinity, however, a huge amount of hard work has been happening in the bell tower. As reported in 2023 a full restoration of the bells is required, and this has been the focus during the last 12 months.
In March 2023, repainting of the bell frame had commenced, with such a large area to cover and difficult access to the frame (up a spiral staircase, with narrow beams and bells to manoeuvre), this has been slow progress, but we are happy to confirm there is just one more coat required.
To ensure safety and continuity of ringing, a large amount of technical work has been undertaken on the bell mechanisms, much of the work completed by ringing friends from Swillington and particular thanks go to Tim Cox for his knowledge and hard work. Each of the towers eight bells has at least one ‘pully box`, which the bell rope feeds throughs; these had all worn out and it was decided to replace them: These have arrived, been installed and ready for future ringing. A number of bearings had collapsed and needed replacement and missing bolts observed and resolved. The 7[th] bell, a bell weighing over half a ton, was found to be loose, so it was very important to get this resolved.
In May 2023 work on the restoration was paused to allow all eight bells to be ring for the kings coronation. Then later in July, with the arrival of Reverend Mark, the bells were also rung at the start of his induction service. Following this the ropes were removed once again to focus back on completing the restoration works.
Away from the bells themselves, the door at the top of tower has been repaired, the bell chamber and steps have been cleaned and the bell chamber walls have been painted white, which should also help limit the dust in that room. The Ringing room window has been restored, where the poppies at remembrance were attached and positioned to ‘flow’ down the tower.
Whist the bells have had limited ringing the clock continues to strike, but this has relied on a number of volunteers to manually wind the clock every week.
Looking forwards, at the time of writing the ropes have been reinstalled and we hope to have ringing practice tonight, which will be an opportunity to make more minor adjustments of the bell mechanisms and ropes. It is hoped that later this year we will be in a position to confirm the restoration is complete and arrange a rededication of the bells.
The restoration would not be happening without all the volunteers that have helped in many different ways, but a special big thank you to our ringing friends from Swillington, Tim, Edward, Robert and Roger, for guidance, humour and hard graft.
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Church Workers Pension Fund (CWPF) Draft FRS102 Wording - December 2023 Year End
EMPLOYER participates in the Pension Builder Scheme section of CWPF for lay staff. CWPF is administered by the Church of England Pensions Board, which holds the CWPF assets separately from those of the Employer and other participating employers.
CWPF has two sections:
-
the Defined Benefits Scheme
-
the Pension Builder Scheme, which has two subsections;
-
a. a deferred annuity section known as Pension Builder Classic, and,
-
b. a cash balance section known as Pension Builder 2014.
P ension Builder Scheme
Both sections of the Pension Builder Scheme are classed as defined benefit schemes.
Pension Builder Classic provides a pension, accumulated from contributions paid and converted into a deferred annuity during employment based on terms set and reviewed by the Church of England Pensions Board from time
to time. Discretionary increases may also be added, depending on investment returns and other factors.
Pension Builder 2014 is a cash balance scheme that provides a lump sum which members use to provide benefits at retirement. Pension contributions are recorded in an account for each member. Discretionary bonuses may be added before retirement, depending on investment returns and other factors. The account, plus any bonuses declared is payable, unreduced, from age 65.
There is no sub-division of assets between employers in each section of the Pension Builder Scheme.
The scheme is considered to be a multi-employer scheme as described in Section 28 of FRS 102. This is because it is not possible to attribute the Pension Builder Scheme’s assets and liabilities to specific employers and means that contributions are accounted for as if the Scheme were a defined contribution scheme
A valuation of the Pension Builder Scheme is carried out once every three years. The most recent valuation was carried out as at 31 December 2019.
For the Pension Builder Classic section, the 2019 valuation revealed a deficit of £4.8m on the ongoing assumptions used. At the most recent annual review effective 1 January 2024, the Board chose to grant a discretionary bonus of 6.7% to both pensions not yet in payment and pensions in payment in respect of service prior to April 1997; and a bonus on pensions in payment in respect of post April 2006 service so that the pension increase was 5% (where usually it would be calculated based on inflation up to 2.5%). This followed improvements in the funding position over 2023. There is no requirement for deficit payments at the current time.
For the Pension Builder 2014 section, the 2019 valuation revealed a surplus of £5.5m on the ongoing assumptions used. There is no requirement for deficit payments at the current time.
The legal structure of the scheme is such that if another employer fails, EMPLOYER could become responsible for paying a share of the failed employer’s pension liabilities.
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– Clergy Report 2023 Revd Canon
Mark Umpleby
I am really delighted to come to join in ministry here in Rothwell on July 19[th] . A huge thanks for the wonderful licensing service and welcome from you all.
My first six months have involved trying to get to know as many of you as possible, learn about the church/parish/benefice, and trying to find out what God is already doing through your ministry and the church.
Worship
For my first Sunday we saw the return of the chalice.
Baptisms – It’s been wonderful to see many baptisms take place and a huge thank team to the Baptism preparation team.
Choir – Thank you to Richard for his work with choir and playing the organ. Thank you to all members of the choir. It was great to see the joint choir with Methley a couple of times.
We had an Advent Course across all our four churches. I was pleased to leave the Monday morning group.
Pastoral care
I’ve been greatly appreciative for all who care for one another in our church and community – including thanks to Jennifer Ward, Church Wardens, Joyce, and many others. I’ve been pleased to join Jennifer in the many regular home communions she makes across the parish and the monthly communion at her home. Thank you so much to Jennifer and Norma.
It's great that the Friendship Café continues each month where many can join together and support one another including those recently bereaved.
Occasional offices
It’s been a privilege to lead many funerals in church and at crematoriums. Thanks to those assist with those services and huge thanks to colleagues including retired clergy who help in this ministry. Also, the joyful weddings in church.
Children/Young People
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A huge priority for my ministry is with Children and Young People. Thank you to Carol and team who work on Messy Café and Family Church . Thanks also to Carol and helpers for the Sunday School ministry… it’s lovely to see children in our church and part of the worship.
It's been lovely to visit GFS and see the great fun and activities those attending have. Thank you to each of the leaders/helpers.
It’s been great to start making connections with local schools . I’ve led collective worship in Holy Trinity Primary School and Rothwell Primary School. We’ve also hosted again Christmas services/concerts in church – Holy Trinity Primary, Rothwell Primary School, and Rothwell Victoria Junior School. Thanks to those who welcomed at these events.
It was great to have Holy Trinity Primary come to Experience Christmas in our church. Thank you to Virginia who organised and all those who helped lead those visits.
Safeguarding – this is a hugely important part of our life together and thanks to Debbie Mann for her role in this.
Mission/Community
Worship – It’s been great to see these special services where we have been able to connect with those who don’t regularly attend church at Harvest, Remember with love, Advent, Christmas, Pet Service, Remembrance Sunday
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Food Bank – I’m so please to see the regular support of the local food bank and the connections growing with the team running this. I was pleased to attend, serve drinks, and speak at the Christmas Day lunch hosted at Blackburn Hall.
Many other events took place in my first six months which I want to say thanks including Heritage Day and social Evenings – Barn Dance, Carols n Fish/Chips.
Parish Administrator - I want to say a huge thank you to Sue Franks – who’s been a huge support to the life of the parish and benefice and particularly to me.
Wider Benefice ministry – my role as well as vicar here, is as Team Rector of the benefice which includes the parishes in Oulton with Woodlesford, Methley with Mickletown and Lofthouse. I really appreciate the support of colleagues Revd Sarah Hancox and Revd Mandy Rhodes.
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It’s been sad to have said farewell to Sarah and Anthea as they moved to the Diocese of Bristol. I’ve visited all churches in our benefice to lead Sunday worship and their midweek services.
Social Medialwebsite We are pleased with the connectionsthat are being made online and the connections being made Usin8 these online sites= Facebook- Holy Trintty Church, Rothwell, Leeds X IwasTwittefl- @markumple Webslte- www.achurchnea ou.com Hol -Trini -Rothwell Thankyou to Carl, Ann. Sue. and otherswho help to maintain these sites. Thank you all who make things happen and use their gifts. I particu13r want to say è huge THANK YOU to Wirginia ènd Mark as church warden5. deputiesjennifer and Jane. Reader ILLMlJoyce, all PCC members, flower folk. verger5, Keith and team and Roy Franks help on our buildingroUnd5, and so many more. God bless you 311. Revd Canan Mark Umplebv March 2024 Team Rector of Rothwell. Lofthouse. Methley with Mickletown. Oulton with Woodle5ford. DL¥L-, I,'.EtHLEY T
HOLY TRINITY CHURCH, ROTHWELL
End of Year Financial Statements
Year ending 31 December 2023
Page 1
Independent Examinerfs Report to the Trustees of Holy Trinity Church, Rothwell I report on the accounts of the church for the year ended 31 December 2023 which are set out on the following pages Respective Responsibilities of Trustees and Examiner The churches, trustees are responsible for the preparation of the accounts. The churches, trustees consider that an audit is not required for this year under section 144{2) of the Charities Act 2011 (the 2011 Act)) and that an independent examinalion is needed. It is my responsibility to.. Examine the accounts (under section 145 of the 2011 Act),. To follow the procedures laid down in the General Directions given by the Charity Commissioners (under section 145(5}(b) of the 2011 Act)., and To slate whether particular matters have come to my attention. Basis of Independent Examiner's report 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 charity 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 conceming any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit and consequently no opinion is given as to whether the accounts present a 'true and fair view, and the report is limited to those matters set out in the statement below. Independent examine5 statement In connection with my examination, no matter has come to my attenlion:. which gives me reasonable cause to believe that in any material respect the requirements to keep accounting records in accofdance with section 130 of the 2011 Act., and lo prepare accounts which accord with the accounting records and comply with the accounting requirements ofthe 2011 Act have not been met- or 2. to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached. Mark Ibbertson 9 Mickletown Road Methley Leeds LS26 9HY 12 March 2024 Page 2
Statement of Financial Activities
| Unrestricted Restricted funds funds Income and endowmentsfrom: Donations and legacies 30,325 — Income from charitable activities 7,426 — Other trading activities 70,660 — Investments 85,814 14,641 Other income 58,225 — Total income and endowments from: 252,453 14,641 Expenditure on: Raising funds 3,216 — Expenditure on charitable activities 433,655 — Other expenditure 29,484 — Total expenditure on: 466,356 — Net income / (expenditure) (213,902) 14,641 Transfers Gross transfers between funds - in 65,574 — Gross transfers between funds - out (40,000) (25,574) Net income / (expenditure) (188,327) (10,933) Other recognised gains / losses Gains / losses on investment assets 327 (40,620) Gains on revaluation, fixed assets, charity's own use — — Net movement in funds (188,000) (51,553) Reconciliation of funds Total funds brought forward 890,737 536,263 Total funds carried forward 702,736 484,709 Represented by Unrestricted General fund 664,844 — Designated Book of Remembrance 410 — Mission and Ministry 34 — Parish Centre Bar 6,199 — Servers Robe fund 245 — Special Contingency Func 31,526 — Restricted Accumulated income Trust Fund — 16,787 Churchyard Fund — 2,736 Rothwell House Sale fund — 1,501 Rothwell Parochial Purposes — 235 Rothwell Trust Fund — 463,449 Balance sheet Total funds |
Unrestricted Restricted funds funds Income and endowmentsfrom: Donations and legacies 30,325 — Income from charitable activities 7,426 — Other trading activities 70,660 — Investments 85,814 14,641 Other income 58,225 — Total income and endowments from: 252,453 14,641 Expenditure on: Raising funds 3,216 — Expenditure on charitable activities 433,655 — Other expenditure 29,484 — Total expenditure on: 466,356 — Net income / (expenditure) (213,902) 14,641 Transfers Gross transfers between funds - in 65,574 — Gross transfers between funds - out (40,000) (25,574) Net income / (expenditure) (188,327) (10,933) Other recognised gains / losses Gains / losses on investment assets 327 (40,620) Gains on revaluation, fixed assets, charity's own use — — Net movement in funds (188,000) (51,553) Reconciliation of funds Total funds brought forward 890,737 536,263 Total funds carried forward 702,736 484,709 Represented by Unrestricted General fund 664,844 — Designated Book of Remembrance 410 — Mission and Ministry 34 — Parish Centre Bar 6,199 — Servers Robe fund 245 — Special Contingency Func 31,526 — Restricted Accumulated income Trust Fund — 16,787 Churchyard Fund — 2,736 Rothwell House Sale fund — 1,501 Rothwell Parochial Purposes — 235 Rothwell Trust Fund — 463,449 Balance sheet Total funds |
Endowment Total Prior year funds funds total funds — 30,325 26,449 — 7,426 8,314 — 70,660 62,545 — 100,456 230,350 — 58,225 31,760 |
|---|---|---|
| — 267,095 359,419 — 3,216 3,478 — 433,655 212,491 — 29,484 17,441 |
||
| — 466,356 233,411 |
||
| income / (expenditure) (213,902) 14,641 |
— (199,261) 126,007 |
|
| — 65,574 47,938 — (65,574) (47,938) |
||
| — (199,261) 126,007 — (40,293) (294,384) — — — |
||
| — (239,554) (168,376) |
||
| — 1,427,000 1,595,377 |
||
| — 1,187,446 1,427,000 — 664,844 808,749 — 410 410 — 34 34 — 6,199 2,853 — 245 245 — 31,526 69,681 — 16,787 27,720 — 2,736 2,500 — 1,501 1,453 — 235 235 — 463,449 504,352 Prior year funds 662,000 662,000 470,468 510,761 1,132,468 1,172,761 |
||
| Fixed assets Tangible assets Investments |
Page 3
| Current assets Investments Cash at bank and in hand Net current assets less current liabilities Total assets less current liabilities Total net assets less liabilities Represented by Unrestricted General fund Designated Mission and Ministry Parish Centre Bar Book of Remembrance Servers Robe fund Special Contingency Func Restricted Churchyard Fund Rothwell Parochial Purposes Rothwell House Sale fund Rothwell Trust Fund Accumulated income Trust Fund Funds of the church |
49,123 98,234 5854 156,004 |
|---|---|
| 54977 254,238 |
|
| 54977 254,238 |
|
| 1,187,446 1,427,000 |
|
| 1,187,446 1,427,000 664,320 808,749 34 34 6,199 2,853 410 410 245 245 31,526 69,681 2,736 2,500 235 235 1,501 1,453 463,449 504,352 16,787 27,720 |
|
| 1,187,446 1,418,232 |
Statement of assets and liabilities
| General Designated Restricted Endowment This year Last year — — 26,040 — 26,040 24,664 — — 403,095 — 403,095 443,132 — — 34,294 — 34,294 36,536 — — 1,520 — 1,520 1,473 — — 2,735 — 2,735 2,500 — 2,782 — — 2,782 2,455 — 2,782 467,686 — 470,468 510,761 490,000 — — — 490,000 490,000 172,000 — — — 172,000 172,000 662,000 — — — 662,000 662,000 2,422 — 97 — 2,519 155,702 (6) 3,255 — — 3,249 227 85 — — — 85 74 (162) 162 — — — — 2339 3417 97 — 5854 156004 162 32,216 — — 32,379 70,533 (235) — 235 — — — 5,199 — 11,544 — 16,744 27,701 5,126 32,216 11,779 — 49,123 98,234 669,465 38416 479,562 — 1,187446 1,427,000 |
|
|---|---|
| Fixed assets - Investments RT Inv - CBF Fixed Interest Fund 3013318 - RT-CBF Investment Fund CB3013510 - CBF Property Fund CB3013256 - RH CBF Investment Fund CB3013557 - CHYARD CBF Investment Fund CB3013311 - PC BAR - cash and stock - Totals Fixed assets - Tangible assets Land & Building - Hall - Land & Building - 2a Carlton Lane - Totals Current assets - Cash at bank and in hand PCC Bank current account - CAF - Bar Bank Current Account - CAF - PCC Bank current account - HSBC - Bar Bank Current account - HSBC - Totals Current assets - Investments CBF Dep Account - mmgpsrbr - CBF Dep Account - Parochial - CBF Dep Account - Trust Income - Totals Grand total |
— — 26,040 — — — 403,095 — — — 34,294 — — — 1,520 — — — 2,735 — — 2,782 — — |
| — 2,782 467,686 — 490,000 — — — 172,000 — — — |
|
| 662,000 — — — 2,422 — 97 — (6) 3,255 — — 85 — — — (162) 162 — — |
|
| 2339 3417 97 — 162 32,216 — — (235) — 235 — 5,199 — 11,544 — |
|
| 5,126 32,216 11,779 — |
|
| 669,465 38416 479,562 — |
Fund movement by type
Opening Incoming Outgoing Transfers Gains/losses Journals
Closing
| CHYARD - Churchyard Fund Restricted Sub-total for CHYARD |
2,500 — — — 235 — 2,736 |
|---|---|
| 2,500 — — — 235 — 2,736 |
Page 4
| MISSION - Mission and Ministry Designated Sub-total for MISSION PAROCHIAL - Rothwell Parochial P Restricted Sub-total for PAROCHIAL PCBAR - Parish Centre Bar Designated Sub-total for PCBAR REMBOOK - Book of Remembrance Designated Sub-total for REMBOOK RHOUSE - Rothwell House Sale Restricted Sub-total for RHOUSE ROBES - Servers Robe fund Designated Sub-total for ROBES RTRUST - Rothwell Trust Fund Restricted Sub-total for RTRUST SPECIAL - Special Contingency Designated Sub-total for SPECIAL TRUSTINC - Accumulated income T Restricted Sub-total for TRUSTINC General - General fund Unrestricted Sub-total for General Grand total |
34 — — — — |
— 34 |
|---|---|---|
| 34 — — — — 235 — — — — |
— 34 — 235 |
|
| 235 — — — — 2,853 62,135 59,116 — 327 |
— 235 — 6,199 |
|
| 2,853 62,135 59,116 — 327 410 — — — — |
— 6,199 — 410 |
|
| 410 — — — — 1,453 — — — 47 |
— 410 — 1,501 |
|
| 1,453 — — — 47 245 — — — — |
— 1,501 — 245 |
|
| 245 — — — — 504,352 — — — (40,902) |
— 245 — 463,449 |
|
| 504,352 — — — (40,902) 69,681 1,845 — (40,000) — |
— 463,449 — 31,526 |
|
| 69,681 1,845 — (40,000) — 27,720 14,641 — (25,574) — |
— 31,526 — 16,787 |
|
| 27,720 14,641 — (25,574) — 808,749 188,472 398,477 65,574 — |
— 16,787 — 664,320 |
|
| 808,749 188,472 398,477 65,574 — |
— 664,320 |
|
| 1,418,232 267,095 457,593 — (40,293) |
— 1,187,446 |
Analysis of income and expenditure
| Total | ||||||
|---|---|---|---|---|---|---|
| Unrestricted | Designated | Restricted | Endowment | This year Last | year | |
| INCOME AND ENDOWMENTS | ||||||
| Donations and legacies | ||||||
| 1100 - One-off Gift Aid gifts | 4 | — | — | — | 4 | — |
| 1101 - Envelopes Gift Aid Giving | 2,504 | — | — | — | 2,504 | 2,660 |
| 1102 - Envelope not Gift Aided | 816 | — | — | — | 816 | 1,573 |
| 1103 - Tax recoverable on Gift Aid | 5,049 | — | — | — | 5,049 | 1,953 |
| 1104 - Sunday school collections | — | — | — | — | — | — |
| 1105 - Church cash collections | 2,309 | — | — | — | 2,309 | 1,764 |
| 1106 - Sundry donations | 3,318 | — | — | — | 3,318 | 3,552 |
| 1107 - Specified donations | 1,034 | — | — | — | 1,034 | 829 |
| 1108 - Online Giving - Gift Aided | 11,469 | — | — | — | 11,469 | 11,291 |
| 1109 - Online Giving - not Gift Aided | 2,265 | — | — | — | 2,265 | 2,100 |
| 1110 - Christmas Services | 712 | — | — | — | 712 | 85 |
| 1115 - Special Services | — | — | — | — | — | — |
| 1124 - Water Aid | 43 | — | — | — | 43 | — |
| 1131 - Funeral charity collections | — | — | — | — | — | — |
| 1133 - Donations appeals etc | — | — | — | — | — | 640 |
| 1134 - Recurring grants | — | — | — | — | — | — |
Page 5
| 1135 - Non-recurring one-off grants | 800 | — | — | — | 800 | — |
|---|---|---|---|---|---|---|
| 1136 - Legacies | — | — | — | — | — | — |
| 1137 - Other funds generated | — | — | — | — | — | — |
| Total | 30,325 | — | — | — | 30,325 | 26,449 |
| Income from charitable activities | ||||||
| 1111 - Fees for weddings and | 7,426 | — | — | — | 7,426 | 8,314 |
| funerals | ||||||
| 1117 - Churchyard Income | — | — | — | — | — | — |
| 1502 - Bookstall sales to promote | — | — | — | — | — | — |
| objectives | ||||||
| Total | 7,426 | — | — | — | 7,426 | 8,314 |
| Other trading activities | ||||||
| 1112 - Parish magazine sales | — | — | — | — | — | — |
| 1113 - Magazine income - advertising | 152 | — | — | — | 152 | — |
| 1114 - Bookstall/cards/diaries sales | — | — | — | — | — | 28 |
| 1118 - Fundraising Activities | — | — | — | — | — | 719 |
| 1119 - 100 Club | 2,302 | — | — | — | 2,302 | 1,895 |
| 1120 - Coffee | 305 | — | — | — | 305 | 4 |
| 1127 - Tower Rental | 8,951 | — | — | — | 8,951 | 8,951 |
| 1129 - Book of Remembrance | — | — | — | — | — | 30 |
| 1142 - Parish Share fundraising | 8,793 | — | — | — | 8,793 | 9,751 |
| 1201 - Church hall lettings - Regular | 11,465 | — | — | — | 11,465 | 12,378 |
| bookings | ||||||
| 1202 - Church hall lettings - 1 off | 5,997 | — | — | — | 5,997 | 7,126 |
| bookings | ||||||
| 1204 - Church hall sundries | 150 | — | — | — | 150 | 1,000 |
| 1207 - Beer Festival | 6,489 | — | — | — | 6,489 | 4,906 |
| 1301 - Bar Takings | — | 26,054 | — | — | 26,054 | 15,754 |
| Total | 44,605 | 26,054 | — | — | 70,660 | 62,545 |
| Investments | ||||||
| 1121 - Rent from lands or buildings | 7,200 | — | — | — | 7,200 | 7,200 |
| 1122 - Dividends | — | — | — | — | — | — |
| 1123 - Interest received | 119 | — | — | — | 119 | 124 |
| 1139 - Proceeds from Trust Fund | 76,650 | — | — | — | 76,650 | 200,000 |
| 1140 - Interest | — | 1,845 | 14,641 | — | 16,487 | 23,025 |
| Total | 83,969 | 1,845 | 14,641 | — | 100,456 | 230,350 |
| Other income | ||||||
| 1125 - Transfer from Trust Income | — | — | — | — | — | — |
| Account | ||||||
| 1126 - Transfer from mm/gp/sr/br | — | — | — | — | — | — |
| 1128 - Insurance claims | — | — | — | — | — | — |
| 1130 - Transfer from current account | — | — | — | — | — | — |
| 1132 - Church Sundries | 19,059 | — | — | — | 19,059 | 5,358 |
| 1138 - move from Team a/c for | — | — | — | — | — | — |
| copying | ||||||
| 1141 - Defibrillator | — | — | — | — | — | — |
| 1143 - Refurbishement fundraising | — | — | — | — | — | — |
| 1144 - money claime back for | 18 | — | — | — | 18 | — |
| vacancy costs | ||||||
| 1145 - Pension Scheme - St. | 144 | — | — | — | 144 | 134 |
| Oswald's | ||||||
| 1146 - Baptism Certificates | 136 | — | — | — | 136 | 157 |
| 1147 - Hymn Book Fund | 134 | — | — | — | 134 | 200 |
| 1203 - Money transferred from bar | 1,000 | — | — | — | 1,000 | — |
| account | ||||||
| 1205 - Bond paid into bank | 1,650 | — | — | — | 1,650 | 3,272 |
| 1206 - Bond retained | — | — | — | — | — | — |
| 1302 - Float | — | 35,370 | — | — | 35,370 | 20,282 |
| 1303 - Bar Sundries | — | 710 | — | — | 710 | 2,353 |
| 1304 - Interst Bar | 2 | 0 | — | — | 3 | 1 |
Page 6
| 1501 - Surplus - sales of fixed assets Total |
— — — — |
— — |
|---|---|---|
| 22,145 36,080 — — |
58,225 31,760 |
|
| INCOME TOTAL | 188,472 63,980 14,641 — |
267,095 359,419 |
| EXPENDITURE | ||||||
|---|---|---|---|---|---|---|
| Raising funds | ||||||
| 1701 - Fees paid to fund raisers | — | — | — | — | — | — |
| 1710 - Costs of applying for grants | — | — | — | — | — | — |
| 1740 - Investment management costs | — | — | — | — | — | — |
| 2127 - Rental Management costs | 1,268 | — | — | — | 1,268 | 1,412 |
| 2137 - Refurbishment fund raising pd | — | — | — | — | — | — |
| to special | ||||||
| 2155 - 100 Club | 1,675 | — | — | — | 1,675 | 1,175 |
| 2161 - Costs of stewardship | — | — | — | — | — | — |
| campaign | ||||||
| 2162 - Costs Social events | — | — | — | — | — | 30 |
| 2212 - Publicity | — | — | — | — | — | 720 |
| 2213 - Sumup charges - Hall | 38 | — | — | — | 38 | 26 |
| 2315 - Sumup charges bar | — | 234 | — | — | 234 | 114 |
| Total | 2,981 | 234 | — | — | 3,216 | 3,478 |
| Expenditure on charitable activities | ||||||
| 1901 - Stipends quota | — | — | — | — | — | — |
| 2101 - Cleaning | 305 | — | — | — | 305 | 35 |
| 2102 - Relief Clergy/Visiting speakers | — | — | — | — | — | 66 |
| 2103 - Sacristy supplies - upkeep of | 689 | — | — | — | 689 | 687 |
| services | ||||||
| 2104 - Service Books | — | — | — | — | — | — |
| 2105 - Training | — | — | — | — | — | — |
| 2106 - Magazine expenses | — | — | — | — | — | — |
| 2107 - Church Salaries | 14,209 | — | — | — | 14,209 | 13,796 |
| 2108 - Clergy expenses - car, tele etc | 185 | — | — | — | 185 | 720 |
| 2109 - Oether clergy expenses | — | — | — | — | — | — |
| 2110 - Church Heating/Light/Water | 7,805 | — | — | — | 7,805 | 7,282 |
| 2111 - Church maintenance and | 4,456 | — | — | — | 4,456 | 1,663 |
| repairs | ||||||
| 2113 - Church running - insurance | 5,160 | — | — | — | 5,160 | 4,838 |
| 2114 - Parish Share | 51,917 | — | — | — | 51,917 | 51,387 |
| 2116 - Churchyard expenses | 40 | — | — | — | 40 | 35 |
| 2117 - Postage | 144 | — | — | — | 144 | 44 |
| 2118 - Printing and Stationary | 1,831 | — | — | — | 1,831 | 2,777 |
| 2119 - Church office - telephone | 641 | — | — | — | 641 | 558 |
| 2120 - youth Groups | — | — | — | — | — | — |
| 2121 - Children's Groups | — | — | — | — | — | — |
| 2122 - Rental Repairs/Maintenance | 558 | — | — | — | 558 | 2,973 |
| 2123 - Charities | 1,317 | — | — | — | 1,317 | 907 |
| 2124 - Water Aid | — | — | — | — | — | — |
| 2125 - Christmas Charities | 684 | — | — | — | 684 | 248 |
| 2126 - Funeral Charity Collections | — | — | — | — | — | — |
| 2128 - Vicarage repairs/maintenance | — | — | — | — | — | 55 |
| 2129 - HMRC - PCC | 1,477 | — | — | — | 1,477 | 1,285 |
| 2131 - Church relief staff | — | — | — | — | — | 90 |
| 2132 - Church Renovation | — | — | — | — | — | — |
| 2135 - Coffee | — | — | — | — | — | — |
| 2136 - Ark Bus | — | — | — | — | — | — |
| 2151 - Bank Charges | 121 | — | — | — | 121 | 157 |
| 2154 - Architects fees | 4,894 | — | — | — | 4,894 | 5,238 |
| 2156 - Sumup charges - Church | 17 | — | — | — | 17 | 33 |
| 2164 - Organ / piano tuning | 610 | — | — | — | 610 | 938 |
| 2170 - Education | — | — | — | — | — | — |
| 2201 - Hall Salaries | 15,534 | — | — | — | 15,534 | 10,338 |
Page 7
| 2202 - Hall heating/lighting/water 2203 - Hall Cleaning Materials 2204 - Hall repairs & Maintenance 2205 - Hall Telephone 2206 - Hall - Insurance 2208 - Hall relief staff 2209 - Waste Disposal 2301 - Bar staff wages 2302 - Float retained 2303 - Bar Stock 2304 - Misc Bar Items 2305 - Bar salaries 2306 - HMRC Bar 2307 - Bar Glass disposal 2308 - Bar Sundries 2310 - Bar Licence Fees 2311 - Bar repairs & Maintenance 2312 - Bar cleaning materials 2510 - Bookstall costs 2550 - Hall running - insurance 2601 - Governance costs examination/audit fee 2701 - Church major repairs - structure 2710 - Church major repairs - installation 2720 - Church interior and exterior decorating 2721 - HMRC 2014 for all accounts 2801 - Hall + major repairs - structure 2820 - Hall + major repairs - installation 2830 - Hall + interior and exterior decorating 2901 - New building parsonage house 2910 - New building house for curate 2920 - New building Church 2930 - New building Hall Total Other expenditure 2115 - Church Sundries 2130 - music licences/Subscriptions/memberships 2138 - Costs during vacancy 2139 - Pension Scheme 2140 - Team running costs 2141 - Pension Scheme - St. Oswald's 2157 - Transfer to PCC current account 2158 - Transferred to mm/gp/sr/br 2165 - Depreciation of office equipment 2171 - Depreciation of fixed asset 2207 - Hall Sundries 2210 - Bond returned 2211 - Hall Refunds 2309 - Paid to PCC from bar account 2314 - Bank charges bar Total |
7,260 — — — 1,702 — — — 7,152 — — — 373 — — — 2,356 — — — — — — — 8,687 — — — — 2,215 — — — 35,155 — — — 13,640 — — — 78 — — — 3,187 — — — 1,359 — — — 1,247 — — — 866 — — — 70 — — — — — — — — — — — — — — — — — — — — — — 2,664 — — — 150,071 — — — 6,027 — — — — — — — 76,934 — — — — — — — — — — — — — — — — — — — — — — — — — — — |
7,260 7,475 1,702 1,460 7,152 2,273 373 340 2,356 2,109 — 121 8,687 7,631 2,215 1,235 35,155 20,826 13,640 10,361 78 113 3,187 2,061 1,359 655 1,247 1,201 866 4,654 70 70 — — — — — — — — — — 2,664 — 150,071 43,741 6,027 — — — 76,934 — — — — — — — — — — — — — |
|---|---|---|
| 375,833 57,821 — — 12,947 — — — 2,152 — — — — — — — 1,250 — — — 91 — — — 145 — — — — — — — — — — — — — — — — — — — 313 — — — 2,100 — — — 136 — — — — 1,000 — — — 60 — — |
433,655 212,491 12,947 10,506 2,152 1,909 — — 1,250 1,039 91 140 145 134 — — — — — — — — 313 181 2,100 3,300 136 150 1,000 — 60 81 |
|
| 19,137 1,060 — — |
20,197 17,441 |
|
| EXPENDITURE TOTAL | 397,953 59,116 — — |
457,069 233,411 |
| GRAND TOTAL | (209,480) 4,864 14,641 — |
(189,974) 126,007 |
Page 8
This report dated: 6 February 2024 Revd. Mark Umpleby- Team Rector
Independent Examinerfs Report to the Trustees of Holy Trinity Church, Rothwell I report on the accounts of the church for the year ended 31 December 2023 which are set out on the following pages Respective Responsibilities of Trustees and Examiner The churches, trustees are responsible for the preparation of the accounts. The churches, trustees consider that an audit is not required for this 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-. Examine the accounts (under section 145 of the 2011 Act). To follow the procedures laid down in the General Direclions given by the Charity Commissioners (under section 145(5)(b) of the 2011 Act)," and To state whether particular matters have come to my attention. Basis of Independent Examinerfs report My examination was carried out in accordance with the general Directions given by the Charity Commission. An examination indudes a review of the accounting records kept by the chartty 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 an audit and consequently no opinion is given as to whether the accounts present a 'true and fair view and the report is limited to those matters set out in the statement below. Independent examinerfs statement In connection with my examination, no matter has come to my attention:. which gives me reasonable cause to believe that in any material respect the requirements to keep accounting records in accordance with section 130 of the 2011 Act" and to prepare accounts which accord with the accounting records and comply with the accounb'ng requirements of the 2011 Act have not been met,. or 2. to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached. Mark Ibbertson 9 Mickletown Road Methley Leeds LS26 9HY 12 March 2024