U£ Ln CL U U) CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examiner's Report Report to the trustses St Clem8nts Church Branksome On accounts for the year endod 31 December 2022 Charity no lif any) 1131692 Set out on pagos 1-6 I report to the trustees on my examination of the accounts of the above charity (Ihe Trust.) for the year ended Responsibilities and basls of report As the charitls trustees, you are responsible for the preparation of the accounts in accordance with the requirements of the charit￿S Act 2011 ("the Act.). I report in respect of my examination of the Trust's accounts carried out under section 145 of the 2011 Acl and in carrying out my examination, I have followed all the applicable Directions given by Ihe Charity Commission under section 145(5)(b) of the Act. Indepondent examiner's statement unde 50 000 an nota I have completed my examination. I confirn that no malerial matters have com8 to my attention in connection with the examination (Other than Ihal disclosed below ') which gives me cause to believe that in, any material r@s￿cl. the ac¢ounting records were not kept in a¢cordance wtih section 130 of the Charities Act.. or the accounts did not acGord with the accounting records., or the accounts did not comply ￿th thè applicable r¢qukr¢ment8 conceming the fomi and contenl of accounts set out in the Charities {Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a Irue and fairf view which is not a matter considered as part of an independent examination. I have no concerns and have come across no other matters in connecllon with the examination to which attention should be drawm in this report in order to en8ble a proper understanding of the aGcounts to be reached. . P188 lete the words in the braokets rfthay do not 8ppty. Slgned: Date: 2410112023 Name: Graham unt Relevant professional qualifiGationlsl or body IER Oct 2018 ## Dear Friends, At the start of January 2022 St Clement’s was 6 months into vacancy. We (Lynn and Mo - both SSMs) were covering Parish pastoral work, occasional services (mostly baptisms and funerals) and the mid-morning church services, as well as festivals. We were supported by Gill Dowdall (employed for 20 hours) and Emma Vanderweele (employed for 19.5 hours, rising to 23.5 hours from May) in the office along with Graham Dicker (in the office) and John Fisher (LLM with pto). The remaining 9.30 Sunday services were largely covered by local retired clergy: John Graves, Jonathan Burke, and Paul Hockley along with monthly visits from Archdeacon Antony MacRow-Wood. Our grateful thanks go to all who supported services through this year, especially Paul Wilkins (organist), the Worship Band lead by Colin Crabb, the Signing Group led by George Raggett and the flower arrangers led by Angela Fisher. No major works were needed in the church building this year, but a new 3 panel noticeboard was erected next to the front gate of church and a blocked soak-away was replaced on the north side of the building. There was no work in the Halls, but the roof of the rented flat was repaired. Steve Beare and Robyn Sowter have done a wonderful job keeping the churchyard accessible for users and vibrant for wildlife. It has been full of flowers, particularly during the Spring and Summer months (over 200 species of wildflowers logged in a national survey in June.) Efforts were commended with a silver award by “Poole in Bloom”. Although Covid infections were still widespread in the community, the Government scaled back all restrictions, and precautions were left to an individual’s discretion. The Diocese was undertaking major refurbishment work at the Vicarage in preparation for a short tenancy before the anticipated arrival of a new Vicar. The church wardens were meeting fortnightly with Mo and Lynn to discuss any issues arising in the church, halls, churchyard or the parish. At the beginning of February Lynn received a significant head injury in an accident, and this restricted her involvement at church for the next few months. Mo covered what she was able to, given that her husband Ted was being nursed at home. Grateful thanks go to Rev Penny Draper (Oakdale St George’s Church) for covering funeral services in February, along with Holy Communion commitments at St Edward’s School until Easter. A group of PCC members (Janet and Mike Plummer, Colin Crabb, Isobel Heaton and Martyn Underhill, with contributions from Angela Fisher and Paul Wilkins and the support of Revs Lynn and Mo, worked hard throughout the Spring preparing a Parish Profile to inform any prospective applicants for the role of Priest-in-Charge at St Clement once the advertisement was placed in May. At the end of April Mo’s husband, Ted, died peacefully at home. Angela and Lynn took part in the Flower Festival at Salisbury Cathedral in May and were pictured in the guide book. A round of interviews was held in early July, but no appointment was made. At the same time Gill resigned from her role in the office, but worked her notice until mid-August. The death of Her Majesty Queen Elizabeth II on September 8th 2023 was marked by opening the church each day for private prayer, and offering a book of condolence. The role of Priest-In-Charge was accepted by Rev Lerys Campbell in late September, with a view to moving to Poole in January and being installed early in 2023. The satellite for Poole Foodbank was busy throughout Covid but, with increasing inflation and the loss of Covid subsidies, demand for food parcels has continued to rise. Without the generous donations of items and money which we have received from you we would not have been able to meet the increasing need. ( Foodshare donations from the major supermarkets have reduced significantly during the last year too.) As the summer progressed it was possible to restart group meetings: Women’s Fellowship, Craft Group, Coffee Mornings; and to open up and expand more regular hall bookings. We said goodbye to the following church members at funerals: Dawn Beeney, Nora Painter, Iris Stranks, Ted Willis, Peggy Pimlott, Joan Greening and Dorothea Drummond. Others moved away from the parish during the year: Barbara Rogers, Tom and Sandra Reiblein, Louisa Kellaway, Lyn and Danny Knight, Robyn and Sandi Sowter. We are so grateful for all the prayer and support you have upheld us with throughout the long vacancy. We look forward with excited anticipation to welcoming Lerys and his family to St Clements, and to seeing what God has in store for us all in the weeks and years ahead. With love, Lynn and Mo. **The Parish Church of Branksome St. Clements** ## **Year End 31[st] December 2022** ## **Annual Report for AGM April 2023** ## **TREASURER’S REPORT** ## **Overview** ## **Income received by the Church** As detailed in the figures below, our church receives income from our Congregation in the form of regular donations, collections at our services (open plate), legacies, gift day, grants and gift aid. We are very blessed and grateful for all your support that helps maintain and operate our church. The donations in 2022 are showing as less, mainly due to the legacies received. Removing the income from legacies reveals overall donations decreased by £3419. Other forms of Income are received from the church lettings, weddings, funerals, and income from our investments. Overall, our church income was less than 2021 by £40609. ## **How the donations are used at St Clements (section 3)** The Resources Expended section details how our valued donations are used. Support given to the Romanian project, churches together and catering cost to support events are recorded under 3a) Grants – missionary & charitable giving. Section 3b) details the running costs of our church. The maintenance work includes the cost of repairing the hall roof £12138.48 and Drainage works costing £5309. Stone Masonry works paid were £9208.80 and £3360 was spent to repair the damaged wall. Legacies were received in July for £5000 and £2217.20 was received from the sale of stocks received as part of the continuation of Jan Munro’s legacy. ## **Parish Share** We have paid our Parish Share of £75766.61 in full to Salisbury Diocese Board of Finance, all from donations received. Our share allocation for 2023 has increased to £78039.60. ## **Investments (recorded under section 5)** We have one Endowment Funds under the control of Salisbury Diocese Board of Finance. The value of shares decreased by £114562, a decrease of 11.84%. This decrease reflects the revaluation of share price. The dividends received from the investments in 2022 was £25394. The income from the shares is subject to market conditions and can fluctuate. Monies held in the CCLA account (this is where the dividends are paid into) are currently earning an interest rate of £3.85%. ## **Utilities** In August 2021 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 was due to be renewed October 2022. This was renewed on a Fixed rate for another 2 years at 35.50p/kWh unit rate with a standing charge of 60.00p/day. ## **Debtors / Creditors (section 7 & 8)** Please notes these relate to payments due by 31/12/2022 and were paid / accounted for in the previous and following years. This is noted for audit purposes and reflect the rolling financial details and includes Gift aid recovered for 2020 and 2021 (£11794.91 & £10519.55 respectively) and shown in Accruals. ## **Reserves** ## The PCC had £102430 in Unrestricted Funds as of 31/12/22. ## **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 Notes to the Financial Statements forthe ear ended 31" December 2021 z. IIICOMING RES￿R(E$ Uhres¢A¢tod Fvttd En¢k)w't General Ch¥r¢h Ya ¥ulldln8 Funds TOW Funds 2021 Income from domjrs Phnnedwving Gltt aid donations 22,999 270 ILX) 23,169 22,439 Tax recovered 6,074 63 50 6.187 7.467 OtherBwing 7,691 246 7,966 12,313 Colkctkjns lopert plaiel 5.279 5,279 4,590 Legacie51Grft daYlGrant 27.482 27.482 66.SJ9 Sundry donatlons 1359 350 1,709 120 70884 713 396 oiher¥oluntsiry Inc¢Jm• Fund rai5inB & special appeals 762 Income from opera￿n$ a¢Yvitle$ Books & bIts￿ readlrwnotes 77 77 Church hall lettia8s LO,925 10.92S 6,869 Ma8azine 22 Fees for weddings & funeTa15 9,099 13.S81 Other 89 118 io dl Incomefrom In￿£bMeThts Livhlend5 & interest 26 TOTAL INCOMI RESOURCES 405 J30,13 3. AESOURCES EXPENDED nvestrlrted Fund5- Endow't General Youth 8ulldin8 Fvhds Totsl Funds 2021 Church Ya Grants-mlsslothary & ¢harttable8lvln8 tkinations J Foster RetiremEllt £￿tr5e35 mission soC￿ti￿$ Chrlstian & other UKorganisations 411 bl A¢tivttlE5 dlrectly to theworkufthEthurth 75.767 75.767 72,159 Weddin8 & funeral feès aergyexpenses inc. youth work 4,420 4.420 7.407 3,251 3,251 Church.. runnihgexpenses 1.849 1.849 Churth.. foulinè minte. & repair Maioi building ¥vor*s Books & tsIb￿ readin8 notes Ma83line l& Churih hi5toryl Hall.. runnin8 expenses Flat.. rvnnin8 expen5e5 Hall." rwtine mtno. & repair Churchyard expenses 17,647 17.647 4.390 5,682 5.841 3S8 8.040 7.104 13,430 13,430 1,479 9,370 9,370 987 Upkeepof Church Services 4,381 4,381 6.349 J Foster Retirement C05t5 143 117051 Chvrth managernent & admkn. Church management& admin. 41.062 TOTAL￿￿OURCEs EXPEf4DEO A4906J 4. STAFF Excludin 5t ctement 2021 Salarje5, fees & national Insurance £31,586 £34.9 5. FIXEDN5SEfs USED BYTHE PCC 41 Tan￿ble fixed a55ets Theie3re no tan8ible a55etscapit311sed St Barn•b¥$ bl Ihb*stTr*rtfixed355ets St8amaba5 T•t¥l Total Market value l#January 967758 967,758 844,964 B44,96¢ Nei835ns/Fosseson annual revaluation -114562 114 122 12 Protredslrom shères 501d V4lue *31* l>ecember Holdin8sat 31"Oecernber no. of 41.325 41,325 41,325 41.325 Market Value per share at 31. DecernbÈr 20.66 23.41 Revaluation increaselde¢re35e -11.84% 14.53% vklends le0￿e £0 £25.394 25,394 24.5fQ 24,560 2.62% 2.91% 2022 2021 6.ANALY515 Of NEf4s5ET5 BYFUNO LlnrestrtLtèd Re5trKted Yotsl Uttre$t¢thd Re5trirted Total Funds Fuhds Funds Funds Endowment fund5 3,195 853.195 967,7S8 967,758 Unresriicted funds Current assets 102.430 102.430 157,551 157.551 Lt55 Current IK4èilities Fund Balan¢es 7. DEBTORS Ilnrestr¢¢ed ftestricted Totsl Unre5th(ted Aestrlrted Total Funds Fythds Fund$ Fur Prepayments ents I,OFA) 1.345 1,345 Grftaid recovery 356 12 T¢￿1 Debtors 16 CIIEDITORS Acciu•ls- Fees outstsDding 22,061 22.061 690 Oioce5e- weddin8s &funerak 1,436 1,436 L436 1.436 Vvlitres Indepentlent examinei Owed 10 Sundry thaiitiÈS HMRC-tax & national insuran 413 413 459 459 Receipts in advance 424 24 J.337 TotsicredltN5 132 The Parish Church of Branksome St. Clement Balance Sheet as at 31st December: Notes 2022 2021 FIXED ASSETS Tangible fixed assets Investments (Endowmentl - St Barnabas Hall 853.195 967,758 5b 853 195 967 758 CURRENT ASSETS Debtors Short term investments Cash at bank and in hand 13.416 69,691 42,852 125,959 26,916 45.685 158.825 CURRENT LIABILITIES Amounts falling due within one year 23,487 883 NET CURRENT ASSETS 102 472 TOTAL ASSETS PRINTED AND DONATED BY DUPLI-SERVICE