PARISH OF MORRISTON
Parochial Administration information and Annual Accounts
The Parish has been absorbed into the Ministrt Area of Afon Tawe within the Diocese of Swansea and Brecon The aministration is unchanged and the Parish is still a registered Charity No. 1131686 and its correspondence address has moved to 9 Ullswater Crescent Morriston Swansea SA6 7QF until a replacement Vicar is appointed.
The Dedication of the Church is St David's and it is located on Woodfield Street, Morriston, Swansea.
The accounts presented within this report are for the year ended 31 December 2023
COUNCIL MEMBERS
Following the creation of the Ministry Area the following members were appointed to represent the Parish
Incumbent Rev Canon HM Lervy resigned 11 February 2024
Vicar's Warden Mrs Margaret Jones
People's Warden Mr F Hollamby
Other members
Mrs G Demery Acting Secretary Mr G Lewis Treasurer Mrs LG Lewis Ministry Area Representative Mr W K Lewis Safeguarding Officer
Members are appointed in accordance with the Constitution of The Church in Wales and serve from the date of the annual churcg meeting to the conclusion of the meeting for the following year. The meeting for 2022 was held on 16 April 2023
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PARISH OF MORRISTON
Objectives and activities
The promotion of the whole mission of the Church, pastoral, evangelical, social and ecumenical in the Ministry Area of Afon Tawe.
| Achievements and performance | This year | Last Year |
|---|---|---|
| Electoral Roll members | 138 | 144 |
| Easter communicants | 128 | 109 |
| Regular contributing members | 94 | 98 |
Statement of Trustees Responsibilities
To comply with the provisions of the Constitution of the Church in Wales.
Review of the Year
During the year the Parish became a part on the Ministry Area of Afon Tawe which for administrative purposes replaced the previous Area Deanery. This change will to some degree affect our internal reporting structure within the Diocese and the Provincial returns required to comply with the Constitution.
Financial Review
We had a total deficit for the year of £1226 compared to a surplus in 2022 of £6478. This arise from a defict on general fund caused by exceptional payments on repairs to the church building.
Our direct giving has stagnated in the year and needs to be addressed as we will be faced with increasing costs from the Diocese in future years. We may also see increases in our utility charges as we come to the end of our long term agreements for supply.
Future Plans
There will be a quinquennial inspection of the building in 2024 which may cause us to consider significant work to the building although we have had a clean Asbestos survey which did not reveal any concerns.
Reserves Policy
the current level of General Reserves is considered adequate bearing in mind that the Committee has funds designated for work on the fabric of the Church arising from previous legacies.
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Public Benefit
The Committee has considered the guidance issued by the Charity Commission and are satisfied that through the community activities already undertaken and the utilisation of the church property for community use we are providing the necessary level of services for the public benefit.
Advisors
Richard Nedin Independent examiner HSBC
Solicitor
Approved by the Church on 12 May 2024 Margaret Jones Vicar's Warden and protem Chairman. Page 3
Indendent Examiner's Report to the members of the Church
I report on the financial Statements of the Parish for the year ended 31 December 2023 as set out on pages 5 to 7.
Respective responsibilities of the Council Members and Examiner
As the Church Council, you are responsible for preparing the financial statements and consider thet the audit requirementsof Section43(2) of the Charities Act 1993(the Act) does not apply. It is my responsibility to state on the basis of procedures specified in the General Directions given by the Charity Commission under Section 43(7)(b) of the Act, 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 Commissioners. An examination includes a review of the accounting records kept by the Council and a comparison of the Financial Statements presented with those records. It also includes consideration of any unusual items and disclosures in the Financial Statements, and seeking explanations from you as Council members concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit and cosequently I do not express an audit opinion on the view given by the Financial Statements.
Independent Examiner's statement
In connecti which gives me reasonable cause to believe that in any material respect the requirements to
1 a)keep accounting records in accordance with Section 41 of the Act ;and to
b)prepare Financial Statements which accord with the accounting records and to comply with the accounting requirements of the Act have not been met: or
to which in my opinion, attention should be drawn in order tio enable a proper understanding of the 2 Financial Statements to be reached.
Independent Examiner
Richard Nedin
1st April 2024
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Parish of Morriston
Statement of Financial Activities at 31 December
| Note no Incoming Resources/Receipts Planned Giving 1 Voluntary Income Loose Collections Donations For Mission Tax Refunds Legacy gifts Grants Money Raising Generated Income Fees Investment Income Other Incoming Resources Total Incoming Resources/Receipts Resouces Expended /Payments Parish Share Support for Ministry Parochial Expenses of Clerics Other Maintenance of Services Parish Activities General Parish Expenses Maintenance of Churches Church Property Maintenance of other property Exceptional expenditure Grants and Financial SuppoParish Home/World Other Resources Expended Capital payments Costs of Money Raising Total Resources Expended/Payments Net Movements in Funds 01 January Balance Brought Forward 31 December Balance Carried Forward Page 5 |
General Funds |
Restricted Funds |
Total 2,023 |
Total 2022 |
|---|---|---|---|---|
| £ 45,402 2,249 3,521 0 10,686 3,230 934 1,553 11,351 |
£ 370 4,653 9,537 8,973 |
£ 45,402 2,249 3,891 4,653 10,686 0 9,537 3,230 934 1,553 20,324 |
£ 46,299 2,875 6,622 3,306 9,770 0 2,750 4,095 2,083 25 11,353 |
|
| 78,926 | 23,532 | 102,458 | 89,178 | |
| 59,000 4,072 260 1,755 1,994 14,354 2,134 500 1,008 |
396 13,207 277 4,727 |
59,000 4,072 260 1,755 2,390 14,354 2,134 13,707 277 4,727 0 1,008 |
57,600 3,429 320 1,046 3,952 10,380 843 712 183 3,207 0 1,028 |
|
| 85,077 | 18,607 | 103,684 | 82,700 | |
| -6,151 190,061 |
4,925 2,266 |
-1,226 192,327 |
6,478 185,849 |
|
| 183,910 | 7,191 | 191,101 | 192,327 | |
Parish of Morriston
Statement of Assets and Liabilities as at 31 December
| Statement of Assets and Liabilities as at 31 December | ||||
|---|---|---|---|---|
| Cash Funds Cash Balances Bank Current Accounts Bank Deposit Accounts Other Monetary Assets Investment Assets Term Deposits Quoted Investments Other Liabilities Unpaid items 2 Total Assets Represented By Accumulated Fund at 1 January Surplus/-Deficit for the year Designated for Fabric Repairs |
General Funds |
Restricted Funds |
Total 2023 |
Total 2022 |
| £ 65,699 113,630 9,000 -3,569 |
£ 3,578 3,613 |
£ 69,277 117,243 9,000 0 -3,569 |
£ 164,836 12,077 19,079 0 -3,665 |
|
| 184,760 | 7,191 | 191,951 | 192,327 | |
| 114,061 -6,151 76,000 |
2,266 4,925 |
116,327 -1,226 76,000 |
109,849 6,478 76,000 |
|
| 183,910 | 7,191 | 191,101 | 192,327 |
Approved by the Church Committee on 26th January 2024 and signed on their behalf
Margaret Jones
Chairman
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Notes to the Accounts
Accounting Policy
The accounts have been prepared on a receipts and payments basis as adjusted for items of expenditure where the liability had been incurred at the accounts date but payment had not been made.
Income from tax rebates on gift aid have been included in these accounts if claim for repayment has been made.
The accounts are drawn up in accordance with the format recommended in the Church in Wales as amended to reflect the requirements of the Charities Accounting Regulations and the related Statement of Recommended Practice
1. Direct giving- planned
Represents envelope and covenanted collections including amounts received by standing order.
2. Liabilities
These represent amounts received in the year and payable to third parties after the year end and outstanding bills in respect of work carried out not yet approved for payment.
3. Other Assets
The following assets are held by Trustees for the benefit of the Parish
Land at St John's Square (RB) from which itis anticipated that no funds will be received
4. Trustees Remuneration
No remuneration was paid to any PCC member for services provided to the Parish.
Expenses amounting to £4072(2022-£3429) relating to costs paid on behalf of the Parish were reimbursed to Rev HM Lervy during the year.
5. Commitments
Expenditure totalling £8500 (2021-£nil) has been authorised and committed at the year end, which was supported by agrant award from the City and County of Swansea improvement fund.
6. Legacy gifts
Monies from bequests together with monies received from the old vicarage are to be used for the maintenance of the fabric of the Church and are designated for that purpose. The allocation of accumulated funds were restated for 2020 to reflect this change.
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