## **Christ Church Sowerby Bridge End of Year Financial Statements Year ending 31 December 2022** The Queen’s Platinum Jubilee –Artwork from our Junior School Registered Charity Number 1131180 ## 2022 Annual Report ## **Aim and Purposes** The PCC of Christ Church has the responsibility of promoting the whole mission of the Church in the ecclesiastical parish of Sowerby Bridge. This includes pastoral care, social engagement with the community, and ecumenical working with Christians Together in Sowerby Bridge. We work closely with and provide foundation governors to Christ Church VA Junior School on Park Road, Sowerby Bridge. Pupils receive an education promoting Christian values, based on Christian principles and on the Anglican foundation of the school. In September 2022 our vicar Rev Canon Angela Dick retired and we are now in Interregnum. During this time the PCC have decided to retain the same mission and values for the coming months. Meanwhile we are reflecting on the needs of the parish to prepare our parish profile and brochure in early 2023, ready for a new appointment to be made. ## **Objectives and Activities** Our mission promotes living out our faith as part of our parish community. We are: **Ordinary people sharing God’s love in our world. Growing in faith; Living by prayer; Loving God’s word.** Our values are: **To be Living, Loving, Learning and Confident, Growing, Changing** To facilitate this work it is important that the PCC maintain the fabric of Christ Church, our Grade 2 listed building for which we are responsible. This has historic significance and is a prominent feature in the conservation area, at the centre of Sowerby Bridge. We co-operate with Calderdale Council to maintain our closed graveyard, contributing a regular Gardening Group of volunteers from both church and community to make a green oasis for the community to enjoy. ## **Acting Chair of PCC’s Remarks (April 2023)** Rev Canon Angela, like all vicars, try to leave their parish in a better state than when they came, and I’m sure we all agree that Angela did a great job. We need to say a huge “Thank you” for her 12 year ministry amongst us. Now it’s the PCC who are left holding the fort… or rather “the church” together. We now know how the apostles felt immediately after the Ascension, when Jesus was no longer there and they were told to wait for someone called “the Paraclete” or “Advocate.” Whilst we wait, we are relying on our Archdeacon, Bill, who is advocating for us in the appointment process, and Rev Hilary at the Minster who is encouraging us, and praying for us daily until a new appointment is made. We will not find another Angela: nor should we try, but one thing I’d like to continue is her “word of the year”. I think whilst we are in Interregnum we should choose the word **“Together”** and copy the pattern of discipleship reaching down through the ages. Today, we are going to elect or re-elect people to our church’s various roles: our PCC members, Churchwardens, Deanery Synod Reps and those folk willing to be sidespeople. Then there are the many volunteers who play such a huge part in welcome, hospitality and events. Let’s not forget all those who tackle the less visible jobs of cleaning, maintenance and administration. Thank you all so much for giving your time and talents. We really do appreciate everything you do. There was a saying a while back that “the family that prays together … stays together.” So let’s do that as a church family, but let’s also worship, socialise and have fun together too…. while we wait, along with the whole parish for a new leader to join us. Helen Pedley, Acting Chair of PCC 23[rd] April 2023 ## **Achievements and Performance 2022** ## _**Growing in Faith – through worship and prayer**_ At the annual meeting in 2022 our Electoral Roll had risen to 53, but our regular worshipping community has fallen by 6 to 55. This fell, as we have no longer included those who we’ve not seen since pre COVID times, most of which travelled to church. This has increased the percentage of our members living within the actual parish of Sowerby Bridge, by 6% and it now stands at 39%. We continue to provide our “Live Streaming” service to housebound members and for anyone else who wishes to view via our You Tube channel. We feel that people appreciate the option to worship either physically or join digitally e.g. if they are away on holiday. It also allows occasional viewers to attend special services if they want to keep in touch. Our WhatsApp Prayer and Support group has continued and we send weekly newsletters and seasonal materials to our housebound members. Our Mothers Union have resumed their regular monthly meeting schedules. In 2022 we have: - Baptised 19 children welcoming them into our church; - Married 3 couples; - Conducted 9 funeral services, of which 6 were at the local crematorium and 3 funerals were held in church. Once again we have provided all our year 6 leavers from Christ Church CE VA Junior School, with a gift of a cross together with the “Moving On” booklet from Scripture Union to help their transition to secondary education. PCC continue to donate monthly to the work of Christians in Calderdale Schools, contributing to a schools worker’s salary, to reach the 95% of children not in contact with a church. ## _**Sharing God’s love in our world, our parish and our community**_ Calderdale council now sends out regular newsletters of progress so Ward Forum meetings are less important, but we have facilitated people to express their views on a local planning issue. Deanery Synod representatives have reported back on their 3 meetings with news from the Diocese and Deanery. Topics included: the Diocese mission to achieve Carbon Net Zero, which we are already working towards; the aims of our new Archdeacon “to be a catalyst working for Mission and Growth”, and our Diocesan Director of Church Growth and Revitalisation on support available to nurture churches and transform communities. - a) Children’s events. It was wonderful to once again welcome all four schools in the parish into church for their Christmas services, and our own church school Christ Church for their termly services. For the Queen’s Platinum Jubilee they produced colourful “stamps” in the Queen’s image, and we also worked for the first time with Ryburn High School. Their Head of Art organized a competition themed on “Flowers of hope” for 7 local schools, and also led secondary pupils to produce bunting, junk art flowers, and hundreds of tiny clay Queens for our 4 day Flower Festival and art exhibition. Our 1st Sowerby Bridge Girl Guiding groups resumed after COVID but our Guides group struggled: only 6 girls returned and there were no Brownies flying up as a result of the lock down. They completed the 50[th] birthday badge, and network skills builder before looking at the Human Rights Badge. 4 girls had left by summer 2022, leaving only 2, so a decision was made to move them to another unit and restart after Easter 2023 when there are a few Brownies ready to move up. Our Brownies and Rainbow groups have thrived with Rainbows numbers staying stable around 15. With 3 adult helpers and young leaders in support, girls are now able to start the Unit Meeting Activities as they begin school. This year for the first time, 5 girls achieved their Bronze award by the summer. Brownie numbers have actually increased to 19 with Rainbows moving up, and with a 3rd adult leader and young leaders there is now room for more. The Brownie programme is varied and easy to deliver, or can be adapted to make them suitable. A few keen girls do some work at home to earn the interest badges. Brownies had their first pack holiday for 7 years with 11 staying overnight and another 7 joining in activities the following day. Another holiday is planned for next summer to include some who by then will become Guides. This is a great spur to keep them in the Guiding movement as they turn 10 and will be entering Year 6. All sections joined together to celebrate the Queens Platinum Jubilee with an evening of fun along with our Guides and Brownies at Christ Church, crafts, campfire, food, singing and physical activity. b) Adult support for those lonely, isolated or visiting the town. We resumed our Digital Café every Tuesday in person, and now have a small group of regulars with new referrals coming from Age UK, local libraries and via our links with Memory Lane. The cost of living crisis hit many in our community hard and we re-connected with our local food bank: hosting a collection point in the porch. Our new connection with Pennine Cropshare led to Xmas vegetables being collected from our building for around 100 families attending Calderdale’s “Healthy Holiday” programme. We continue to promote other projects run by Sowerby Bridge Together, including a Secret Santa for families unable to afford gifts for their children. c) Seasonal services After two disrupted years, we celebrated Mothering Sunday’s “Light up with love” service in person. We completed our bicentenary celebration with visits by Stephen Cottrell the Archbishop of York on 20th March; and our own Diocesan Bishop Nick Baines, on 15th of May. Rev Angela’s final service on 31st of July was very well attended with a full church and many happy memories and tears as we celebrated her 12 years in the parish. On October 2nd we celebrated “Climate Sunday,” reflecting the human impact on our planet and the following week Harvest Festival remembering God made all things good, and collecting money to support CART. We’d like to thank the visiting clergy who’ve helped with our services, exploring different arrangements: some jointly with Ryburn benefice. d) Community events. For the Platinum Jubilee we celebrated with a 4 day Flower Festival. Our own flower arranging team was joined by two ladies from St Augustine’s Centre using more exotic flowers and representing the Commonwealth. The whole event was funded by a Jubilee grant from the National Lottery whilst sales of cream teas raised money towards the Sound System. Other fundraising events were concerts by the Gilbert & Sullivan Society and later in the year Steeton Male Voice Choir. Rushbearing 2022 resumed its normal activity but the demolition of the market meant that the Rush Cart stopped short at the Wharf. Fewer visitors came into church to see the rushes presented, but the launch of our “virtual” Duck race was a great funding success with the winner being announced at Harvest Festival. Heritage Open Day’s theme of “Astounding Inventions” allowed us to celebrate the Victorian inventors we already knew of, and new discoveries such as Frederick Walton who invented linoleum flooring. Sadly this event was overshadowed by the death of HM Queen Elizabeth II on 8th September. Christ Church opened as a space for reflection and the opportunity to sign a book of remembrance each morning, until the day of the funeral itself. The Sowerby Bridge Heritage Action Zone project is now in its second year, and we continue to publicise their community events e.g. summer “Splash” and winter “Glow”. ##  **Communication** We continue to receive many favourable comments about the methods we have adopted, and different media we use to reach both church members and the wider community. Our Facebook page now has 868 followers and over the year its reach was almost 50,000, with many interactions about the Flower Festival and Rev Canon Angela’s retirement. We also have 228 Instagram followers. Over 1000 people used our website with another 112 finding us via “A church near you”. In particular visitors have been surprised that we offer a live You Tube service, which made one of our weddings so special for family members watching from overseas. ##  **Improving our environment/appearance** The Gardening Group have met monthly excluding the winter dormant months, keeping the graveyard tidy. We are growing more environmentally aware of the value the community places on the “green space” it provides on the main street. We have now built a large bug hotel using recycled pallets and natural materials to provide a habitat for insects. We continue to work towards an Eco Church award, and are monitoring our carbon emissions. In the winter PCC minimise non worship events which require us to heat up the whole church, and just keep the community room heating on timers for small events. Now that the Diocese adjusts our energy usage for the hours we open, we rank in the lowest 10% of churches in the country. Our net carbon emissions are 3.0 and are offset using green tariffs. ##  **Access** Whilst we continue to fund raise for the Sound System instalment plan as a priority, our gardening group have worked hard to cut back encroaching turf and completely clear the path to the East Gate. This has removed much moss and also made it less uneven. ## _**Maintaining Christ Church -a grade 2 listed building**_ We have begun addressing issues identified in last year’s Quinquennial report and are pleased to report that Together Housing have removed and disposed of all the brambles and self-seeded trees on the north side of Church. Also, regular clearing of fall pipes and soakaways by our volunteers is reducing risk of damp and damage to stonework. Sadly, our QI architect died unexpectedly during the year but his family practice continues and having met Richard’s son Tom, PCC readily confirmed his appointment to the role. We have consulted the architect this year on the following areas particularly relating to safety moving around the church and churchyard - The community room plywood floor covering over the old heating grates - Modification to the dais to remove internal steps and create level access in the nave ( in preparation for applying for faculty in 2023): - Potential outdoor lighting options Risk assessments have been carried out in the church and churchyard and regular testing and servicing or maintenance done on equipment. The terrier and inventory of assets has been updated. ## _**Structure, governance and management**_ The PCC have held 9 meetings over 2022, initially via ‘zoom’, then face to face towards the end of the year. We have discussed a variety of items including finances, Parish Share payments, sound system instalments, Fabric of the Church, Seasonal services, COVID (‘back to normal’), energy contracts and fundraising. We thank Paul and Helen for their expertise in the financial field and helping us to understand the various funds we hold. PCC members have attended regularly and their input has been extremely helpful and supportive. We have reviewed our Health & Safety/ Safeguarding policies and our Safeguarding team confirmed there have been no incidents to report during the year. After Rev. Angela retired in September, we may have been excused if we felt uncertain at first, but thanks to our faithful team we have stayed strong and continue to work together for our Lord, church and community. ## _**Administrative information**_ Christ Church is situated on Wharf Street, Sowerby Bridge postcode HX6 2LW. It is part of the Diocese of Leeds, within the Church of England. The correspondence address is: The Vicarage, 62 Park Road, Sowerby Bridge, HX6 2BJ, or via the website at www.christchurchsb.org.uk or info@christchurchsb.org.uk Our Facebook page is www.facebook.com/Christchurchsb The PCC is a body corporate (PCC Powers Measure 1956, Church Representation Rules 2006) and the method of appointment of its members is set out under these rules. We encourage everyone in Christ Church to register on the electoral roll and stand for election to the PCC. At PCC members are responsible for making decisions on all matters of general concern and importance to the parish, including deciding on how the funds of the PCC are to be spent. There are no paid employees but training costs and travel have been reimbursed and occasional office fees are paid at the Church of England annual rates e.g. at funerals, to church members, including members of PCC. The PCC is also a charity registered with the Charities Commission, Registration number 1131180. PCC members who have served from 1 January 2022 until the date this report was approved are: Ex Ofcio Members ||Ex Ofcio Members| |---|---| ||**Incumb**
**ent**
**Rev. Canon Angela Dick (retired**
**30 Sept 2022)**
**Chairman**| ||**Warden**
**s**
**Peter Henry (re-elected**
**23 April 2023)**
**David Gill (re-elected**
**23 April 2023)**| ||**Elected**
**Member**| ## **s** **Paul Healey Treasurer Helen Pedley (re-elected Vice Chair/ now Acting 23 April 2023) Chair, & Data protection lead Anthea Gee (re-elected Secretary & Deanery 23 April 2023) Synod Rep Graham Lamb (re-elected 23 April 2023) Kevin Henry Deanery Synod Rep Angela Wilkins (re-elected 23 April 2023) Susan Sanderson Janet Turner Ian Ross (elected 23 April 2023) Sarah Towler (elected 23 April 2023)** This summary review of the year’s activities given to members at the APCM was approved by the PCC on the 3rd July 2023. It is to be read in conjunction with the attached financial review, notes and examined financial statements for 2022, approved on 27th March 2023. Signed on their behalf by: PCC Acting Chairman # **The PCC of Christ Church Sowerby Bridge Financial Statements for year ending** ## **31 December 2022** ## **Financial Review** ## Income, Activities and Growth Our bicentenary year continued into 2022 with various celebration events and fundraising opportunities. Firstly, the Archbishop of York visited on 29[th] March and reminded us that whilst the church is the people, our building also stands as a visible presence of God in our community. The 200[th] anniversary closed with the Bishop of Leeds visiting the church on 15[th] May 2022 to rededicate the building itself and the way in which we are trying to make it better fit for purpose in the 21[st] century. This year we celebrated 19 baptisms, 3 weddings and supported 9 family funerals, 3 of which were held in church. Other sad events were the death of her Majesty, Queen Elizabeth II, and also when Rev Angela announced her retirement with her last service in church being held on 31[st] July 2022. This was a celebration of her 26 years of ministry in Calderdale, with the last 12 here at Christ Church. We are now in the process of interregnum and are grateful to all the local clergy and lay ministers who are helping us continue services. During the year we held several large fundraising events towards the sound system. These included three community events all free to enter: Rushbearing £725, Christmas Fair £800 and for the Platinum Jubilee a 4 day Flower Festival raising almost £1,950 which included a schools’ art exhibition and sales of cream teas. Smaller events included ticketed concerts by the Halifax Gilbert & Sullivan Society & Steeton Male Voice and a virtual balloon race raising another £350 in total. Other funding came from gift aid recovered and donations: including from Nestlé’s community giving scheme. We are also grateful to the Calderdale Ward Forum for a £500 grant towards the small project fund towards a replacement motor for the church clock. During December we received two unexpected large amounts. The first from a long standing church family of £20,000 primarily restricted to the repair of the church organ. Secondly the Diocese sent funding of £2,250 to help with winter fuel bills due in 2023. This is held in our designated funds as it will be used as necessary to maintain the church fabric. Finally we applied for a new Community Foundation Support grant of £1,900 which will be used in 2023 to answer urgent cost of living needs arising from within our parish. We remain reliant on and very grateful to all our regular stewardship givers, especially in the current situation. However, our unrestricted giving, excluding grants, fell from £29k, to £26.4k. During 2022 we have continued our Tuesday Digital Café (which has attracted regular visitors) and Saturday coffee mornings where our community and increasingly tourist visitors can drop in for information etc. We continue to connect with the parish through social media, signposting information from other charities to highlight what help is available, and have received many positive comments from those who access our You Tube channel to view our Sunday services at home. _Christ Church Sowerby Bridge_ _Page 1_ ## Expenditure The 2022 Diocesan Parish share request rose once again, this time to £27,836: an increase of 10%. This continually increasing cost, set against falling membership and increased energy bills, has coincided with the most costly instalments for the Sound System £9,313, which we had to meet in full. Consequently we were only able to send £10,836 to the Diocese which despite continuing to be the largest single element of our expenditure in the year meant the percentage paid fell back from 62% last year to only 39% of the 2022 request. For 2023 the parish share has risen again to £29,349 another 5.4% increase, and although the final committed payments for the sound system in 2023 are slightly smaller £8,683, it is highly unlikely that we will be able to meet even 50% of the 2023 share requested. Other major expenses are: - Utilities: our brave decision to fix the cost of our gas bills some 9 months before the contract expired in January 2022, prior to the war in Ukraine, has proved wise. Our gas and electricity payments increased by only 13% and 18% respectively for this year, but this will increase again when we begin to pay a full year at the higher rate. - Cost of fundraising: includes the whole amount of a £1,668 grant restricted towards our Flower Festival for the Platinum Jubilee. This covered not only the cost of flowers but also exhibition boards which can be used for display purposes for future events such as Heritage Open Day. - Clergy related: This year has seen our Archdeacon, Bishop and Vicar all leave post and costs of honoraria and visiting clergy have increased whilst Vicar’s expenses of office have fallen. We have still not reinstated our regular monthly giving except for the usual £300 p.a. to Christians in Calderdale Schools, which helps fund their activities and pay their staff. We continue to host two special services to assist our individual members to generously donate. These are for CART at Harvest Festival and The Children’s Society at Christingle. ## Summary Our reliable donations from members (through standing orders or regular direct credits), has fallen slightly, to £1,100 per month. This is not surprising given the cost of living crisis has hit many of our members, who are solely reliant on their pensions, hard. We continue to run an annual stewardship campaign asking people to prayerfully review their giving which goes towards paying the Diocesan parish share. We remain thankful that the Diocese does not request payment of arrears from previous years until the current year can be paid in full. Our fundraising plan to pay the final two instalments of the Sound System is in place and we fully expect that it will be paid in full by the end of the year. This improvement in our ability to host community events will then help us generate funds in order to meet the building’s running costs, leaving our members donations primarily for the Parish Share. _Christ Church Sowerby Bridge_ _Page 2_ ## **Statement of Financial Activities** |**Unrestricted Designated Restricted Endowment**
**Total Prior year**
**funds**
**funds**
**funds**
**funds**
**funds**
**total funds**|**Unrestricted Designated Restricted Endowment**
**Total Prior year**
**funds**
**funds**
**funds**
**funds**
**funds**
**total funds**| |---|---| |**Income and endowments**
**from:**
Donations and legacies
Income from charitable activities
Other trading activities
Investments
**Total income**
**Expenditure on:**
Raising funds
Expenditure on charitable activities
**Total expenditure**
**Net income / (expenditure)**
**resources before transfer**
**Transfers**
Gross transfers between funds - in
Gross transfers between funds - out
**Other recognised gains / losses**
**Net movement in funds**
**Total funds brought forward**
**Total funds carried forward**
**Represented by**
**Unrestricted**
General fund
**Designated**
Building Reserves
**Restricted**
Bishop Development Fund
Building Grants -
Community Support grants
Flower Fund
Organ Repair Fund
Res Access
Resourcing Ministry
Small project fund £3k
Sound System|**£**
**£**
**£**
**£**
**£**
**£**
26,299
2,315
31,618
—
60,233
36,077
1,393
—
—
—
1,393
988
843
—
4,105
—
4,949
1,243
0
—
5
—
5
1| ||**28,536**
**2,315**
**35,728**
**—**
**66,581**
**38,310**
147
1
2,200
—
2,349
101
27,216
—
9,739
—
36,956
41,107| ||**27,364**
**1**
**11,940**
**—**
**39,305**
**41,209**| ||**1,172**
**2,314**
**23,788**
**—**
**27,275**
**(2,899)**
—
—
2,973
—
2,973
171
—
—
(2,973)
—
(2,973)
(171)| ||**1,172**
**2,314**
**23,788**
**—**
**27,275**
**(2,899)**| ||**2,637**
**1,983**
**7,458**
**—**
**12,078**
**14,978**| ||**3,810**
**4,297**
**31,246**
**—**
**39,354**
**12,078**
3,810
—
—
—
3,810
2,637
—
4,297
—
—
4,297
1,983
—
—
—
—
—
173
—
—
4,655
—
4,655
4,650
—
—
1,900
—
1,900
133
—
—
175
—
175
88
—
—
20,000
—
20,000
—
—
—
1,102
—
1,102
1,012
—
—
1,267
—
1,267
494
—
—
651
—
651
—
—
—
1,495
—
1,495
904| _There may be minor discrepancies in totals if pence are not being shown_ _Christ Church Sowerby Bridge_ _Page 3_ ## **Balance sheet** ||**General Designated**
**Restricted Endowment**
**Thisyear Lastyear**| |---|---| |**Current assets**
Cash at bank and in hand
**Liabilities**
Creditors: Amounts falling due in one
year
**Net current assets less current**
**liabilities**
**Total assets less current liabilities**
**Total net assets less liabilities**
**Represented by**
**Unrestricted**
General fund
**Designated**
Building Reserves
**Restricted**
Res Access
Flower Fund
Organ Repair Fund
Resourcing Ministry
Small project fund £3k
Sound System
Building Grants -
Bishop Development Fund
Community Support grants
**Funds of the church**|**£**
**£**
**£**
**£**
**£**
**£**
3,812
4,297
31,462
—
39,572
12,133| ||**3,812**
**4,297**
**31,462**
**—**
**39,572**
**12,133**
0
—
217
—
218
55| ||**0**
**—**
**217**
**—**
**218**
**55**| ||**3,812**
**4,297**
**31,245**
**—**
**39,354**
**12,078**| ||**3,812**
**4,297**
**31,245**
**—**
**39,354**
**12,078**| ||**3,812**
**4,297**
**31,245**
**—**
**39,354**
**12,078**
3,810
—
—
—
3,810
2,637
—
4,297
—
—
4,297
1,983
—
—
1,102
—
1,102
1,012
—
—
175
—
175
88
—
—
20,000
—
20,000
—
—
—
1,267
—
1,267
494
—
—
651
—
651
—
—
—
1,495
—
1,495
904
—
—
4,655
—
4,655
4,650
—
—
—
—
—
173
—
—
1,900
—
1,900
133| ||**3,810**
**4,297**
**31,246**
**—**
**39,354**
**12,078**| _There may be minor discrepancies in totals if pence are not being shown_ _Christ Church Sowerby Bridge_ _Page 4_ ## **Statement of assets and liabilities** ||**This year **
**Last year **| |---|---| |**Cash at bank and in hand**
**Cash on hand**
Flower Fund (Restricted) -
Sound System (Restricted) -
General fund (Unrestricted) -
Agency collection (Restricted) -
**Barclays Current**
Flower Fund (Restricted) -
Res Access (Restricted) -
Resourcing Ministry (Restricted) -
Small project fund £3k (Restricted) -
Sound System (Restricted) -
General fund (Unrestricted) -
Building Grants - (Restricted) -
Bishop Development Fund (Restricted) -
Community Support grants (Restricted) -
Building Reserves (Designated) -
Agency collection (Restricted) -
**Barclays Bus Saver**
Organ Repair Fund (Restricted) -
Res Access (Restricted) -
Sound System (Restricted) -
General fund (Unrestricted) -
Building Grants - (Restricted) -
Community Support grants (Restricted) -
Building Reserves (Designated) -
Agency collection (Restricted) -
**Total for Cash at bank and in hand**
**Agency accounts**
**Agency collections**
General fund (Unrestricted) -
Agency collection (Restricted) -
**Total for Agency accounts**
**Grand total**|**£**
**£**
(6)
—
—
19
26
72
(20)
—| ||**—**
**91**
181
88
702
612
1,267
494
651
—
5,901
885
4,316
2,096
(2,851)
(2,851)
—
173
—
133
192
128
(364)
(545)| ||**9,997**
**1,216**
20,000
—
400
400
(4,406)
—
(529)
470
7,506
7,501
1,900
—
4,104
1,854
600
600| ||**29,574**
**10,825**| ||**39,572**
**12,133**
0
—
(217)
(55)| ||**(218)**
**(55)**| ||**39,354 **
**12,078**| _There may be minor discrepancies in totals if pence are not being shown_ _Page 5_ _Christ Church Sowerby Bridge_ ## **Fund movement by type** |**Opening Incoming**
**Outgoing Transfers**
**Gains / Closing**
**losses**|**Opening Incoming**
**Outgoing Transfers**
**Gains / Closing**
**losses**| |---|---| |**Access - Res Access**
Restricted
**Sub-total for Access**
**Flowers - Flower Fund**
Restricted
**Sub-total for Flowers**
**Rep-organ - Organ Repair Fund**
Restricted
**Sub-total for Rep-organ**
**ResMinry - Resourcing Ministry**
Restricted
**Sub-total for ResMinry**
**Small - Small project fund £**
Restricted
**Sub-total for Small**
**Sound - Sound System**
Restricted
**Sub-total for Sound**
**General - General fund**
Unrestricted
**Sub-total for General**
**Resbuild - Building Grants -**
Restricted
**Sub-total for Resbuild**
**BDF - Bishop Development Fund**
Restricted
**Sub-total for BDF**
**CSH - Community Support grants**
Restricted
**Sub-total for CSH**
**Fabric - Building Reserves**
Designated
**Sub-total for Fabric**
**Grand total**|**£**
**£**
**£**
**£**
**£**
**£**
1,012
90
—
—
—
1,102| ||**1,012**
**90**
**—**
**—**
**—**
**1,102**
88
305
218
—
—
175| ||**88**
**305**
**218**
**—**
**—**
**175**
—
20,000
—
—
—
20,000| ||**—**
**20,000**
**—**
**—**
**—**
**20,000**
494
806
34
—
—
1,267| ||**494**
**806**
**34**
**—**
**—**
**1,267**
—
651
—
—
—
651| ||**—**
**651**
**—**
**—**
**—**
**651**
904
11,970
11,513
133
—
1,495| ||**904**
**11,970**
**11,513**
**133**
**—**
**1,495**
2,637
28,536
27,364
—
—
3,810| ||**2,637**
**28,536**
**27,364**
**—**
**—**
**3,810**
4,650
5
—
—
—
4,655| ||**4,650**
**5**
**—**
**—**
**—**
**4,655**
173
—
173
—
—
—| ||**173**
**—**
**173**
**—**
**—**
**—**
133
1,900
—
(133)
—
1,900| ||**133**
**1,900**
**—**
**(133)**
**—**
**1,900**
1,983
2,315
1
—
—
4,297| ||**1,983**
**2,315**
**1**
**—**
**—**
**4,297**| ||**12,078**
**66,581 **
**39,305**
**—**
**—**
**39,354 **| In May the PCC faced a cash flow issue due to the dates of our fundraising activities. They approved the temporary use of funds from the Restricted Building Grants of £1,420 to be transferred to fund the Restricted Sound System instalment due at the end of the month. These were replaced in full and the transfer reversed to restore the previous balance back to £4,650, once the proceeds of the Flower Festival held especially for the Platinum Jubilee in early June were banked. _There may be minor discrepancies in totals if pence are not being shown_ _Christ Church Sowerby Bridge_ _Page 6_ ## **Analysis of income and expenditure** ## **INCOME** ## **Total** ## **Unrestricted Designated Restricted Endowment This yr Last yr** **Donations and legacies** |**£**
**£**
**£**
**£**
**£**
**£**
Gift Aid Bank
13,918
—
3,119
—
17,037
12,987
Gift Aid Envelopes
1,910
—
70
—
1,980
3,250
Other Planned giving
2,455
—
—
—
2,455
4,610
Sunday collections
2,209
20
—
—
2,229
1,350
Collections at special services
416
—
1,041
—
1,458
136
Special appeals
—
11
20,415
—
20,426
6,538
Donations by public
1,389
16
951
—
2,356
2,315
Voluntary Contributions to
general expenditure
41
—
175
—
216
43
Gift aid income tax recovered
3,959
18
1,427
—
5,405
4,845
Grants one off
—
2,250
4,418
—
6,668
—
Total
26,299
2,315
31,618
—
60,233
36,077
**Income from charitable activities**
Fees retained by PCC
1,393
—
—
—
1,393
988
Total
1,393
—
—
—
1,393
988
**Other trading activities**
Fairs and events
16
—
3,661
—
3,678
1,183
Refreshments
531
—
135
—
666
—
Room hire and banner fees
295
—
—
—
295
60
Other sales
—
—
309
—
309
—
Total
843
—
4,105
—
4,949
1,243
**Investments**
Interest Received
0
—
5
—
5
1
Total
0
—
5
—
5
1|**£**
**£**
**£**
**£**
**£**
**£**
Gift Aid Bank
13,918
—
3,119
—
17,037
12,987
Gift Aid Envelopes
1,910
—
70
—
1,980
3,250
Other Planned giving
2,455
—
—
—
2,455
4,610
Sunday collections
2,209
20
—
—
2,229
1,350
Collections at special services
416
—
1,041
—
1,458
136
Special appeals
—
11
20,415
—
20,426
6,538
Donations by public
1,389
16
951
—
2,356
2,315
Voluntary Contributions to
general expenditure
41
—
175
—
216
43
Gift aid income tax recovered
3,959
18
1,427
—
5,405
4,845
Grants one off
—
2,250
4,418
—
6,668
—
Total
26,299
2,315
31,618
—
60,233
36,077
**Income from charitable activities**
Fees retained by PCC
1,393
—
—
—
1,393
988
Total
1,393
—
—
—
1,393
988
**Other trading activities**
Fairs and events
16
—
3,661
—
3,678
1,183
Refreshments
531
—
135
—
666
—
Room hire and banner fees
295
—
—
—
295
60
Other sales
—
—
309
—
309
—
Total
843
—
4,105
—
4,949
1,243
**Investments**
Interest Received
0
—
5
—
5
1
Total
0
—
5
—
5
1| |---|---| ||1,393
—
—
—
1,393
988
16
—
3,661
—
3,678
1,183
531
—
135
—
666
—
295
—
—
—
295
60
—
—
309
—
309
—| ||843
—
4,105
—
4,949
1,243
0
—
5
—
5
1| ||0
—
5
—
5
1| |**INCOME TOTAL**|28,536
2,315
35,728
—
66,581
38,310| _There may be minor discrepancies in totals if pence are not being shown_ _Christ Church Sowerby Bridge_ _Page 7_ ## **EXPENDITURE** |**Total**
**Unrestricted Designated Restricted Endowment This yr Last yr**
**Raising funds**
**£**
**£**
**£**
**£**
**£**
**£**
Costs of fundraising events
129
—
2,190
—
2,319
75
Costs of stewardship campaigns
18
1
10
—
29
26
Total
147
1
2,200
—
2,349
101
**Expenditure on charitable activities**
**£**
**£**
**£**
**£**
**£**
**£**
Mission giving and donations
300
—
—
—
300
350
Diocesan Common Fund
10,836
—
—
—
10,836
15,600
Salaries wages and honoraria
372
—
—
—
372
99
Clergy expenses of office
414
—
—
—
414
1,722
PCC and visiting clergy
275
—
—
—
275
184
Vicarage expenses
154
—
—
—
154
—
Education Training
—
—
—
—
—
25
Mission activity in parish
496
—
207
—
703
1,079
Insurance
5,086
—
—
—
5,086
4,882
Church telephone Wi-Fi
402
—
—
—
402
400
Media -Website Noticeboards
926
—
—
—
926
475
Service supplies
549
—
218
—
768
175
Service music liturgy material
1,664
—
—
—
1,664
805
Admin print post stationery
52
—
—
—
52
40
Admin software & other
427
—
—
—
427
403
Church security health safety
1,328
—
—
—
1,328
2,253
Church maintenance interior
357
—
9,313
—
9,671
636
Church maintenance exterior
80
—
—
—
80
2,084
Utility gas
2,474
—
—
—
2,474
2,186
Utility electric
842
—
—
—
842
617
Utility water
64
—
—
—
64
58
Costs of Trading
108
—
—
—
108
34
Governance costs
—
—
—
—
—
13
Major Repairs
—
—
—
—
—
6,977
Total
27,216
—
9,739
—
36,956
41,107|**Total**
**Unrestricted Designated Restricted Endowment This yr Last yr**
**£**
**£**
**£**
**£**
**£**
**£**
129
—
2,190
—
2,319
75
18
1
10
—
29
26| |---|---| ||27,216
—
9,739
—
36,956
41,107| |**EXPENDITURE TOTAL**|27,364
1
11,940
—
39,305
41,209| ||| |**GRAND TOTAL**|1,172
2,314
23,788
—
27,275
(2,899)| _There may be minor discrepancies in totals if pence are not being shown_ _Christ Church Sowerby Bridge_ _Page 8_ ## **Notes to the accounts 2022** 1. The financial statements of the PCC have been prepared in accordance with the Church Accounting Regulations 2006 using the Receipts and Payments basis. 2. The PCC does not consider that it has any fixed assets. Items purchased with grant funding and used to maintain the consecrated fabric of the church do not generate income and are used to provide activities to the community. - Funds -The PCC has no endowed funds. Restricted funds must be spent on the restricted purposes for which they were given or raised. The PCC tries to focus on one ministry project per year and just one active building project at a time, however with some of our projects being lengthy we have now introduced a “Small project” building fund. As previous years’ projects are completed, the restricted funds associated with them are closed and new ones begun. In 2022 the Bishop’s Development Fund 2019 was closed. The Community Foundation For Calderdale (CFFC) Fund 2020, (for digital support) was completed. It now holds the CFFC 2022/23 Winter Support project grant. - Designated funds are accumulated transfers of unrestricted funds set aside by the PCC for use in the future. The designated building fund represents accumulated transfer of unrestricted funds to provide a reserve to draw upon should there be major repairs needed, and forms part of our continuity plan. They remain unrestricted and the PCC may move any surplus to other general funds. 3. Arrears – The Diocese of Leeds Parish Share formula is based on the allocation of cost for clergy, and then adjusted for church attendance and social deprivation in the parish. Our parish share varies each year depending on significant changes in these three drivers. The 2022 request for parish share (£27,836) could not be met in full, and £17,000 was added to our arrears. This year due to our commitment to pay for the sound system we only managed to pay 39%, (last year 62%) and we expect next year to be a similar percentage due to the third and final year of this agreement. The Diocese does not request payment of arrears from previous years until the current year can be paid in full. The notional backlog is now £81,505 built up over 10 years. Our long term goal is to be able to pay our annual Parish Share each year in full. 4. Analysis of Income and expenditure -Clergy expenses may include a small proportion relating to their function as a PCC member. At 31 December 2022 the PCC bank account included card reader receipts relating to wedding fees £218, which were due to the Diocese of Leeds. These are shown as a creditor. 5. Commitments – The PCC has entered into two new financial commitments extending beyond a 12 month period, and for information shows the final year of two other commitments with material significance. - On 24 March 2022 PCC entered into a new “Long Term Undertaking and Rate Stability Agreement”, with its insurers Ecclesiastical Insurance Office PLC, giving a discount of 10% and expiring on 24 March 2025. The current basic annual fees payment including discount & insurance premium tax for the 12 months until 25 March 2024 is £5,476. - On 11 January 2022, PCC secured a fixed price rate for carbon off set gas with Smartest Energy, for a two year period commencing 1 October 2022 and continuing until 30 September August 2024. - On 19 May 2021, following the introduction of a digital streaming system the PCC entered into a commitment to a schedule of 6 x6 monthly instalments beginning in May 2021 and ending in November 2023 with its supplier Keystone Sound Systems Ltd. Four instalments were met through a fundraising plan with varied events and PCC is confident that the two remaining, totalling £8,683 for 2023, will be met in full. _Christ Church Sowerby Bridge_ _Page 9_ - Our contract with English Heritage for funding repairs to the roof ends during 2023 and requires the PCC to open weekly for the agreed hours for public access and to adhere to the maintenance plan. 6. **Reserves Policy -** It is the PCC’s policy to maintain sufficient unrestricted funds to ensure the church continues its activities, can smooth out fluctuations in cash flow to pay its suppliers on time, and can cover emergency situations which may arise. In the long term it is the PCC’s hope to rebuild the total reserves to cover three months unrestricted payments (approx. £10,000) with £5,000 of this designated to maintaining the fabric of our listed building. This designated fund is reviewed annually as part of the reserves and for its ability to be match-funding towards grants needed for major works. This year the Diocese of Leeds provided the Benefice of Sowerby Bridge with a generous grant of £2,250 from the Church Commissioners towards our winter fuel bills. This is held in our designated reserve as at 31 December increasing the balance to £4,297 and will help us maintain the minimum temperature to protect the fabric of the church. Approved by the PCC on 27[th] March 2023 and signed on their behalf by: Helen Pedley, Acting PCC Chairman Independent Examiner _Christ Church Sowerby Bridge_ _Page 10_ The Pigsty lydgote. Fotni Ji17) Allen Lone Midgley Halilox HX2 6DQ s e r v i c e s Mob.. 07793/28525 Tel.. 01422 881534 Independent examlner's report fo the Irustees of Chrlsl Church. Sowerby Brfdge I report lo Ihe trustees on my examinotion of the occounts of Chrisl Church. Sowerby Bridge for the year ended 31 sl December 2022. Responsibilities and basis of report". As the charity tnstees you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 I'the Act'l. I report in respect of my examinotion of the Christ Church. Sowerby Bridge accounts Ca￿led out under secfion 145 of the 2011 Act and in carying out my examination I have followed all the opplicable Directions given by the Charity Commission under section 145151 Ibl of the Act. Independent examiner's statemenl: I have completed my examination. I confinm that no malerial matlers have come to my attention in connection with the examination giving me cause lo believe that in any material respect: accounting records were not kept in respect of the Trust as required by section 130 of the Act". or 2. the occounts do not occord with those records. I have no concerns and have come across no other motters in connection with the exominotion to which oltention should be drown in this report in order to enable o proper understanding of the accounts to be reached. Signed: Name: Ruth Strickland Relevant professional quolification or membership of professional bodies: Member of Chartered Institute of Management Accountants Date: 27th March 2023 AKC Lid irA￿r￿￿5 ￿￿$ty 5piwiros Rpyislprfrd Arfdrps%