OpenCharities

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

2021-12-31-accounts

Sad￿￿￿..￿9•d s•J trdÈa)frf12 thutth nwnts I ValAyw. K18en Perry, e4st. yeo Spencef. Les Dupknck. j￿Wr%)I¥. en'￿ Rrw. T•1 Jcmj, DwnL4Fothr ￿ JtryW•Jniland corththl• Ahylhwk>Th rArtlow Ir￿[￿1• ¥¥J pwDJ.. r¥re ￿0k . Tod ofwrnNAl￿￿. •bJ 8vl l••Jw. thydc4bknrtr￿ • To SIMI •ith(SknYwd •J (•J l) •pIP•bJiWs¥l ¢hwthy¥d . To h rryul•T il•ff FtXbJb•ik. hm u• ¥••• 2•22 Clement's Church ANNUAL REPORT & FINANCIAL STATEMENTS Fty theyear ended.. 31 Oecember2011 4¥o•d fh• Gosp•1•ndath•n￿ Chrtrf8 lh• 1kn8h. 10 pish Grt•r#l. ID C￿linUe our5upp￿ 4•Tr18rchurch.

'$poyJ gjd iupJw&s '￿￿Z W'IW4¥XI 4AM•N •w fyJw¥a B/AUL￿r w￿￿5yrrf Jty¥mJ ￿lAM￿JIL4• VJU WJBe426L nKI 8•IJIIIS UWC¢ PJJ VJO4WJknp•A 804 'IpJwwAArrtAfJoJpouL•J 4￿4 •Wq P•? CI W4'W3 $BU4$U￿$ W4 q F•JmJ wJu•J FWU•X• pu? wAi Iws y• LWWUb)J ￿'6J￿￿￿ 01 Pe4￿d ¥1WJ4 )wJ

null R rtlov th• Y•ir End 31st D•t•mb•r2121 St C￿m￿LI began ￿Other year In kth￿- nD •fintb￿n￿th5c1 ￿21. Cknrgy r•))r￿ ￿ onlr• ) In May. tttcrfded J ￿￿￿j bj Yw TLé. parfKularty impNt8nl I￿11￿ ￿0￿05• thjrth. ¢kn totyrk￿1.￿hÈrt￿ nakna av4e. Co kn￿¢￿)n i6s. p• l•Ydm Aith •J•cW. x) m•ny chom fKIto olgaihrffjg kn36th•r. R•gul¥ FkneoJTrlxluthl'nwd, 3Ya). roA•6ts••dththJ toog•tr•>Jt•vl W8 sent￿1 to al ctheicorwgthnconlxb. Fmm Sqpknb•r, th• •1 • d•w4f••. 0 fc4 • mwwith V•¢J ffl i)• trJthlh• S•tUfd•yl•a p•ty1kn7 ckn9y.coh4wJ w￿￿(1•5#￿¥I￿x￿l•i1 •)d ACCOUNTIMQ P￿ClEs T￿ fin￿1 Slat•w￿lS ha¥e twn kyeprnl th• Chwth •xWI￿ Iylhw 4)JKat4fr ￿)Urting St¥￿8rd8 SoRp￿￿1￿15 The finarrial $18lwnth$ haw pwr•J •XC•Flfrts ¥91m olin¥Y51m8nt assets thich we 8h¢)n at mJket 3191 Dec•mber 3)20. Fund• Unreslrtcied lunds rokyewl knd$ of PCC thal ¥e rK4 w rnwllrvj avalabkry trK ¥￿alk)n ￿ the gerwl,. w[[￿5 c4thePCC. FuThJsdesvJnated for a ￿￿'c￿r Flwe ty fv PCC we th LMstr￿, Re$th¢W fufyl$ MWseelthfissWtJdC￿-ffiwdQdCOTrj1IKrffj. EndOw[￿nI lunds •e •rK4Pw kTh101 t•strrW t• trAbl the IrKAYro reslricled. The &counts incknle •YJ li1kn5 kYYhtKh FCC B rewtyt in l•. TW do rb)t ihe ￿(NjnIs ol iurch grwps Ihat (Me their man affiliakn to ￿ toty CK bkne th art galherings of ¢hurch mÉmlrs IDcomlng Rewurt Coll￿tI￿S are rwni3ed ihe PCC, &% lts)ts F4aiMd uTrlerGrfI A￿. knc(¥ne laXrtto￿at￿6 Grftknd donal￿s￿d gsobr wres￿￿￿1 rwr8d

Rental hKonfrom knliryolthunth rthJ[￿d rwta 15 th. DivhYend5 areaC￿vnted br en rtUe￿dpa￿￿ Inlwlenlknts we trastsy¥thA. knvtsknenl gains ¥e kf rvMhJalKm of m¥eslMts * 31 Cwrtw. exp•nd•d Gran15 are p•J ow. •wded, a thal u8a5 a c4Jn cfj pcc. Flx•d •11ots C￿crated and t￿fiCId kycw1y ts extkthj frun 10d Ctrwt¢9 Act 2011. No rs ￿0¢e0 on mo¥aNethwch thJn4thirwJs W ty on ¥) &Jr the ￿C. wh￿h require a I￿lty ￿r dwal the PCC WOFwty ex￿drt￿? wyr8d thJrir¥J the yearon con86vad LY trMAJir¥Js church hyniskngj. th8thw manI￿ar￿0 c¢ h))WO¥￿onI, pi ￿tIn off in Iho SIatr￿1 IVtyditiJJ&J. kn¥8lmwl$ rerye8enbry en¢SyYrnt are helj in rT ol S$ Di(KAsan &Jwd ol Fin￿ lu thfrAccoJnlsol Brat8tsM & C￿￿1. St Bwn&. Chantss Act req￿89 the off￿$, as tharlty tnth85. lo prew fwjjnts yw thkh glve a tr lair wew ol its fmanual durThJ •hY c4 ￿ finwial al ts eThJ cl ts ye¥. In rrfepwmg ts the InJst•8$ Sh¢￿ btsl wd.. make 1￿ments esb'males Ihal are rewnle rc410¥ apF4IC￿e xcojnlwg S￿d$ •)d Ihe Ch•ls SCfiP. dyrfwe$ Ihe xcojnls. aThJ 8p8￿ ￿ xthjnts on thè unknss it is to thal the conbnue In (praim. The Tw51ees we ￿a￿lI¥j r•ctyth We s￿h dLthe. rea5cnat4e acfJJr¥, i ar￿la1 tosthn of Charrty al )y tfft. 1 lo as tru5188S tl erw8 that ￿OUr wib) Chaity law. Th8 Tntsl8es arn 0 res￿$ StyUa￿ Ihe Ch￿9 assets enwriNJ trar kyo plulJn in xccrfdaKe llh c￿'ty L. and IrA lng ￿a9)Th￿ sterts lor the ¥¥J detec￿ cl , irregJ8ns. Approved by the clTwss SwJned P•t•rAll•n and B*•rhy Robhmon Chyr¢h W•nlwM. 27th 2022

The Parish Church of Branksome St. Clements

Year End 31[st] December 2021

Annual Report April 2022

TREASURER’S REPORT

Overview

5[th] January 2021 saw the start of another lockdown until April 2021. Amazing work was completed by Mo, Lynn and Colin to ensure ministry was maintained via You Tube; and the office have provided essential support to the community via Foodbank. This impacted donations normally expected from these services, but our members continue to support through standing order and donations to the office.

We celebrated the life and work of Jonathan Foster who retired June 2021 and enjoyed a special retirement service for Jonathan and Jane, with special thanks for all they have done.

Work is now being done by the PCC to secure a new incumbent.

Parish Share

We have paid our Parish Share of £72159 in full to Salisbury Diocese Board of Finance, all from donations received.

Our share allocation for 2022 has increased by 5% to £75766.61.

Investments

We have one Endowment Funds under the control of Salisbury Diocese Board of Finance. The value of shares increased by £122794, an increase of 14.53%. The dividends received from the investments in 2021 was £24560. The income from the shares is subject to market conditions and can fluctuate.

Utilities

In August the utility contracts were renewed and fixed. Gas for the church and church hall has been fixed at 3.85 p/kWh unit rate with a standing charge of 45p/day for 5 years until 2/8/26. Electricity for the church and church hall has been fixed at 14.45p/kWh unit rate with a standing charge of 49.77p/day for 2 years until 31/3/23.

The contract regarding the utilities (electricity) for the flat is due to be renewed October 2022. We are currently paying 27.71p/day standing charge at a fixed rate of 13.36p/kWh

Reserves

The PCC had £157551 in Unrestricted Funds as of 31/12/21.

- Legacies / Gift Day / Grant / One off gifts

Janet Munro legacies blessed our church again providing a further £38927.91 on 2[nd] February 2021 plus £2299.32 from Forelles Estates on 23/7/21. We also had 3 anonymous payments, one from a legacy for £10000, plus donations for £3000, that was donated purposefully for the replacement of the hall emergency doors, and a donation of £6000. Gift day in 2021 saw £2583 raised and used to purchase a new Church notice board.

We are very blessed for the love and financial support from our members and towards Jonathan when monies were raised and used for his retirement service and gift.

Thank You

Thank you to all for your kindness, generosity, patience and faithfulness.

Adeeta Knight (Honorary PCC Treasurer)

The Parish Church of Branksome St. Clement Year Ended 31st December 2021

Statement of Financial Activity
Notes
INCOMING RESOURCES
2
From donors
2a
Other voluntary income
2b
From operating activities
2c
Investment income
2d
TOTAL INCOMING RESOURCES
RESOURCES EXPENDED
3
Grants
3a
Activities directly relating to the work of the Church
3b
Church management & administration
3c
TOTAL RESOURCES EXPENDED
NET INCOMING (OUTGOING) RESOURCES
GAIN (LOSS) ON INVESTMENT
5b
Proceeds from Shares Sold
NET MOVEMENT IN FUNDS
BALANCES B/F 1st JANUARY
BALANCES C/F 31st DECEMBER
6
Unrestricted
Funds
General
Unrestricted
Funds
General
Unrestricted
Funds
General
2021
Restricted
Funds
Endowment
2021
Restricted
Funds
Endowment
Total




£
111,638
762
30,345
24,820
167,565
2,139
118,253
41,062
-
161,454
6,111
-
6,111
220,193
157,551
£
-
-
-
122,794
-
-
122,794
886,347
967,758














The Parish Church of Branksome St. Clement

Notes to the Financial Statements

for the year ended 31[st ] December 2021

2. INCOMING RESOURCES
a) Income from donors
Planned giving
Gift aid donations
Tax recovered
Other giving
Collections (open plate)
Legacies/Gift day/Grant
Sundry donations
b)
Other voluntary income
Fund raising & special appeals
c)
Income from operating activities
Books & bible reading notes
Church hall lettings
Magazine
Fees for weddings & funerals
Other
Rent of Flat
d) Income from investments
Dividends & interest
TOTAL INCOMING RESOURCES
General
£
22,069
7,354
8,482
4,590
66,509
420
109,424
762
66
22
13,581
118
9,689
23,476
24,817
158,479
Unrestricted Fund
Church
Yard
Hall
Youth
£
£
£
270
68
965
700
1,038
965
-
-
-
-
6,869
-
6,869
-
-
-
1,038
7,834
**- **
Building
£
100
45
66
211
-
-
3
214
Endow't
Funds
£
-
-
-
-
**- **
Total Funds
£
22,439
7,467
9,513
4,590
66,509
1,120
111,638
762
66
6,869
22
13,581
118
9,689
30,345
24,820
167,565
2020
£
25,827
8,941
6,816
4,401
16,393
2,253
64,631
- 122
78
903
1,409
10,952
56
10,442
23,840
27,199
115,548

The Parish Church of Branksome St. Clement Notes to the Financial Statements

for the year ended 31[st ] December 2021

4. STAFF COSTS (Excluding St Clement Clergy)

4. STAFF COSTS (Excluding St Clement Clergy) 2021 2020 Salaries, fees & national insurance £34,990 £37,693

5. FIXED ASSETS USED BY THE PCC

a) Tangible fixed assets

There are no tangible assets capitalised

b

)
Investment fixed assets
Market value 1stJanuary
Net gains/losses on annual revaluation
Proceeds from shares sold
Value at 31st December
Holdings at 31stDecember - no. of shares
Market value per share at 31stDecember
(p)
Revaluation increase/decrease
Dividends received
Dividend yield
NALYSIS OF NET ASSETS BY FUND
Endowment funds
Unrestricted funds
Current assets
Less Current liabilities
Fund Balances
Hall
0
0
0
St Barnabas
844964
122794
0

Total
£ 844,964
£ 122,794
£-
£ 967,758
41,325
23.41
14.53%
£ 24,560
2.91%
Total
£ 967,758
£ 157,551
£-
£ 1,125,309
Hall
£ -
£-
£-
£-
-
£ -
Unrestricted
Funds
£ -
£ 145,929
£ 31
£ 145,898
St Barnabas
£ 886,347
£ 58,617
-£ 100,000
£ 844,964
41,325
£ 26,596
Restricted
Funds
£ 844,964
£ -
£-
£ 844,964
Total
£ 886,347
£ 58,617
-£ 100,000
£ 844,964
41,325
21.45
6.61%
£ 26,596
3.00%
Total
£ 844,964
£ 145,929
£ 31
£ 990,862
£-
0
£0
Unrestricted
Funds
£ -
£ 157,551
£-
£ 157,551
£ 967,758
41,325
£24,560
Restricted
Funds
£ 967,758
£ -
£-
£ 967,758

6. ANALYSIS OF NET ASSETS BY FUND

The Parish Church of Branksome St. Clement

Notes to the Financial Statements

for the year ended 31[st ] December 2021

7. DEBTORS
Prepayments
Rents
Gift aid recovery
Total Debtors
8. CREDITORS
Accruals - Fees outstanding
Diocese - weddings & funerals
Utilities
Independent examiner
Owed to sundry charities
HMRC - tax & national insurance
Receipts in advance
Total Creditors
9
Analysis of Major Works
Church Floor Replacement
Architects Fees
New Projector & screens
New Hall Kitchen
Renovation of Hall Flat
Unrestricted
Funds
£ -
£ -
£-
£-
£ -
£ 6,610
£ -
-£ 31
£ 6,579
Church
**£- **
2021
Restricted
Total
Funds
£ -
£ -
£ -
£-
£-
£-
£-
£ -
£ -
£ -
£ 6,610
£ -
£ -
£ -
£ -
£ -
£ -
£ -
-£ 31
£-
£-
£-
£ 6,579
2021
Church Hall
£ -
£ -
**£- **
Unrestricted
Funds
£ -
£ -
£ 18,088
£ 18,088
£ -
£ -
£ -
£ -
£ -
£ 31
£-
£ 31
Church
£ 115,619
£ 13,772
£ 12,024
£ 141,415
2020
Restricted
Funds
£ -
£-
£-
£ -
£ -
£ -
£ -
£ -
£ -
£-
£-
2020
Church Hall
£ -
£ -
£-
Total
£ -
£ -
£ 18,088
£ 18,088
£ -
£ -
£ -
£ -
£ -
£ 31
£-
£ 31

The Parish Church of Branksome St. Clement Balance Sheet as at 31st December :

Notes
FIXED ASSETS
5
Tangible fixed assets
Investments (Endowment) - St Barnabas
- Hall
5b
CURRENT ASSETS
Debtors
7
Short term investments
Cash at bank and in hand
CURRENT LIABILITIES
Amounts falling due within one year
8
NET CURRENT ASSETS
NET TOTAL ASSETS
RESERVES
Closing unrestricted funds
Closing restricted funds - endowment
TOTAL RESERVES
2021
£
967,758
-
967,758
26,536
45,685
83,762
155,983
- 1,568
157,551
1,125,309
157,551
967,758
1,125,309
2020
£
844,964
-
844,964
18,088
23,167
104,674
145,929
544
145,385
990,349
145,385
844,964
990,349

Approved by the Parochial Church Council on 13[th] April 2022 and signed on its behalf by Beverley Robinson

CHARITY COMMISSION FOR ENGLAND AND WALES Independent examinerfs report on the accounts Section A Independent Examiner's Report Report to the trusteesl members of St Clemerrts Church Branksome On accounts for the year ended 31 December 2021 Charlty no (rf any) 1131692 Set out on pages I report to the trustees on my examination of the accounts of the above charity ("the Trust") for the year ended Responsibilities and basis of report As the charity's trustees, you are responsibte for the preparation of the accounts in accordan￿ with the requirements of the Chartties Act 2011 (Ihe Acf). I report in respect of my examination of the Trust's accounts carried out under section 145 of the 2011 Act and in carying out my examination, I have followed all the applitsble Directions gtven by the Charity Commission under section 145(5)(b) of the Act. Independent examiner's ststement I have completed my examination. I confimi that no material matters hav8 ome to my attention in connection with the examination (other than that disclosed below") whith gives me cause to believe that in, any material respert: the accounting records were not kept in accordan￿ with section 130 of the Chartties Ad; or the accounts did not accord wtth the accounting records,. or the accounts did not comply wtih the applicable requirements conceming the fom and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requir8ment that the accounts give a Irue and fairf view which is not a matter considered as part of an independent examinats'on. I have no concems and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached. . Please delete the wo￿$ in the bTrckets rf they do not apply. Signed: ?3/( 202z Name: Graham Hunt Relevant professional qualiti¢ation(s} or body (if anyl: ICEAW Address: IER Oct 2018