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2022-12-31-accounts

The Parish of St Mark with St Luke Oulton Broad CHURCH REPORT 2022

At St Mark’s and St Luke’s we hope and pray to be A growing, Christ-centred community, led by the Holy Spirit, worshipping God and making disciples.

A charity registered in England and Wales no. 1131698

THE ANNUAL MEETING OF PARISHIONERS & ANNUAL PAROCHIAL CHURCH MEETING 2023

AGENDA

ANNUAL MEETING OF PARISHIONERS 2023

Prayer Minutes of the last AMP Nominations for the post of Churchwardens Election of Churchwardens

APCM of 2023 (pertaining to the year 2022)

Prayer for new Churchwardens [Newly elected Churchwardens stand. Will you pray for them and uphold them in their ministry? We will . ] Apologies for absence Minutes of last year’s meeting Matters arising from minutes Letter from +Graham Receiving of Reports and any Questions Synod report Safeguarding Officer’s report Wardens' report including Fabric PCC Report Wardens' report Electoral roll officer’s report Treasurer's Report & approval of accounts

Election to the PCC (nominations may still be received at this meeting, but each nominee must be proposed & seconded) Raised matters for the incoming PCC Date of next PCC (at which there will be elections of officers) Election of New Deanery Synod Members for the new Deanery Synod members (for the 2023 to 2026 Triennium) Rector’s Report and Questions Closing Prayer

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2022 APCM MINUTES

38 PARISHIONERS IN ATTENDANCE INCLUDING THE CHAIR AND THE SECRETARY

ANNUAL MEETING OF PARISHIONERS 2022

Prayer

Helen welcomed all and led in prayer with pause and prayer for Ian Bentley

Minutes of last AMP

Proposed by Dave Powell Seconded by Lesley Denny

Majority vote to be a true and accurate record of the meeting

Nominations for the post of Churchwardens

Dave Powell and Lesley Denny are standing again as churchwarden.

We welcome them as our churchwardens for this parish again this year. Election of Churchwardens if required.

APCM OF 2022 (PERTAINING TO THE YEAR 2021)

Prayer for new Churchwardens

The new churchwardens stood, and the congregation were asked

Apologies for absence

Roger Pitchers, Rev Jo Fowler, Peter Wood, Avril Soanes, Keith Baker, Jill Hunting, Rev Maggie Barnes

Minutes of last year’s meeting

Proposed by Mandy Marler

Seconded Ros Waghorn

All in favour as a true record of the meeting

Matters arising from minutes.

None

Receiving of Reports and any Questions

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measures)

Helen brought each report to the attention of the parishioners and asked if there were any questions.

Gerry Williams stood as the new ER officer in place of Gill Williams Alan Zipfel proposed, Dave Powell seconded, and all were in favour Paul Newson asked if the electoral role had changed since last year. Jane Ward thinks it has increased. Mandy will check and let Paul know.

John spoke in detail about his previously circulated treasurer’s report and the accounts.

The accounts were all independently examined by Judith Hobbs who is the churchwarden at Lound.

John discussed all aspects of the financial statements which were circulated and displayed as a power point presentation on the screen.

Jenny Newson asked why the figures on the screen didn’t add up and John advised that what was shown on the screen was just a highlight of the accounts and didn’t show the charity donations and the gift aid which was shown in full in the statement in the circulated report.

John explained how it costs the church £8 per week per person for all the parishioners on the electoral role just to cover the parish share.

Ros Waghorn asked for a breakdown in how the funds were shared for the craft fayre which was held at Christmas between the church and the Brownies. Helen advised that each stall holder was charged which was split equally between the church and the Brownies. Then the money raised from the individual activities ran separately by the Brownies and the church were kept by those organisations.

We will be holding this again this year on the last Friday in November.

Dave Powell proposed that we formally accept these accounts, seconded by Geoff Ansdell and all were in favour.

We thank John for the huge job he does on behalf of our church. Letter from Bishop Graham

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Jane Ward read out a letter from the Bishop of Norwich thanking the Oulton Broad Parish for paying the parish share in full.

Election to the PCC

There are 4 vacancies, and we have 3 nominations so as there were no other candidates forthcoming Richard Soanes, Alan Zipfel and Graham Coxon were all appointed members of the PCC and will serve for the next 3 years.

Helen expressed her thanks to all new, current and past members of the PCC for the job they do.

Matters raised for the incoming PCC

None forthcoming

Covenant on Clergy Care

Helen read out the covenant which was displayed on the screen and discussed how this came to be written

Gill Williams, as a member of the working team, then came to the lectern to answer any questions

Jenny Newson asked for provision to be made if clergy are in church alone during the evening that someone should be with them. Gill explained that this is already in place through the safeguarding policies.

Gilly Powell also asked if there should be a panic button in the office as part of the lone workers policy, this will be placed on the agenda to be discussed at the next PCC.

Gerry said it was discussed a few years ago and deemed not necessary There is a video camera at the door but no CCTV

Our thanks to the working group and the PCC

Gill Williams proposed that this covenant be adopted, Roz Trudgett seconded and all were in favour

Date of next PCC

May 25th 7.30 and at that meeting the election of offices will take place.

Rector’s Report and Questions

Helen thanked numerous people who help with all aspects of church work. The ministry teamed were thanked with gifts as it is very easy to overlook how hard they work and most are volunteers. All members of the teams were thanked for volunteering their time.

We’ve looked back on 2021 and now it is time to turn our attention to the future. Our overarching vision remains the same. Helen read out Isaiah 61. She drew

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attention to Proclamation, Oaks of Righteousness, Rebuilding Restoring Renewing and spoke about each one. She spoke about Whole Life Discipleship, A Plan for Growth, our general targets for growth, to increase our ministry amongst children, youth and younger families. To enhance discipleship for all ages through small group engagement and to increase the amount of life events that take place across the benefice. She also addressed the importance of achieving a balance between income and expenditure across the Oulton Broad Team Ministry particularly through increased giving.

She spoke about the Diocesan Vision – Prayerful, Pastoral, Prophetic and that none of this is realized without our giving of time, money and resources – using our gifts for the furtherance of God’s Kingdom.

She thanked everyone for the innumerable ways they do this.

She then went on to give a personal thank you for all the support she has received throughout the last year.

She then asked for any questions or comments but there were none.

Gilly thanked Helen on behalf of everyone for everything she does.

Closing Prayer

Led by Helen

RECTOR’S REPORT

As I look back on 2022, I am thankful for so many things. It was a year of growth which saw the re-implementation of some activities which had lapsed, and the establishment of some new projects. It was good to have a year that was much less over-shadowed by the Pandemic and it was enjoyable being able to return to hosting the kind of events which were not possible in the covid-impacted era. Numbers at worship steadily increased during 2022, as did participation in the other regular groups and activities that take place across our Churches. Relationships were strengthened across the team, and we had some fun!

It’s always such a privilege to hear and see some of what God is doing in, and through, people’s lives. I never get tired of hearing about the loving and creative ways in which He is at work in our midst. May we see and hear ever more of that!

Across our three Churches and two Parishes, a lot took place during 2020. Here is a brief reminder of just some of what the year included:

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Transport Train arrived bringing children to safety.

• In January we commenced an Alpha Course, which took place online, and it was a joy to see people coming to new/renewed faith. One of the participants was later Baptised in the sea (in July, thankfully!).

Bishop Alan, the Bishop of Thetford joined us for a wonderful Service at which Adrian, Jane, Abbie and Jason were confirmed.

We celebrated the Platinum Jubilee in style, welcoming many of the local community for events which included a Jubilee Evensong, Bell-ringing, a BBQ and Beacon lighting at St Michael’s, a party at St Luke’s and a Civic Service at St Mark’s followed by the burial of a time capsule by the Deputy Mayor.

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There was another change to the Ministry Team in October in that, after many years of faithful service and ministry, Maggie and David Barnes moved closer to family and left us. It was the right time to make that move but we miss them. At the end of October, we held a very successful ‘Light Night’ at St Luke’s; we welcomed over a hundred children and adults through the doors for activities which emphasised light rather than the darkness of Halloween.

In November St Mark’s Craft Fayre and St Michael’s Christmas Coffee Morning saw us welcoming folks into our buildings and raising funds.

In December, we had the opportunity to share the good news of the Christmas Story in a wide variety of ways, both within and outside of our buildings. These included - Carols on the Quay with a ‘Pop-up nativity’ written by Dannie, ‘Beer and Carols’ in The Commodore, Carols from the Ice Cave at St Michael’s, the Churchyard and Garden Outdoor Carol Events and our, ever popular, Christingle Services.

One of the most notable aspects of 2022 was the significant increase in our Schools Work engagements. Throughout the year we lead assemblies, ran RE sessions, held ‘Open the Book’ and hosted School Visits and School Services in our Church buildings. We were regularly involved with 5 of the 6 schools in our two

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Parishes as well as Blundeston School due to that Parish being in Vacancy.

That isn’t a complete list of all that took place in 2022 but it does give an idea of how active we have been. I am so very thankful for the wonderful team effort that makes all of our life, worship and ministry possible – thank you so much for sharing your time, resources and gifts so tirelessly.

A particular word of thanks to the Ministry Team and wider Staff Team. The former is made up of the Clergy, Licensed Lay Ministers and Alan, our Musical Director. The latter involves Mandy, our Administrator, and the Churchwardens too. Thank you to you all for all that you do!

We are also so blessed with congregations full of people who are always ready to ‘roll up their sleeves’ and get involved. We now have so many active teams serving in many different ways including Green issues, Hospitality, Fabric, Finance, Events, Leadership at St Michael’s, PCCs, Children’s work, FiSH, Life Group Coordinators, Office volunteers, Sound, Breakfast Church, the Sunday Mix, the Pantry, the Uniform Bank, Ducklings, Open the Book, Flower arranging, Gardening, Churchyard maintenance, Allotment, Worship band, Choir, prayer …and the list goes on! And others serve in unseen ways simply polishing brass and washing teatowels, sweeping, hoovering, painting and cleaning. Whatever way you’re involved please know that your love and service is so appreciated. Together, you all make my heart sing!

Looking to the future, and to the next season of our life together, there will be some interior changes at both St Mark’s and St Michael’s. These will enhance the flexibility of our buildings and enable us to reach out in new ways. I would like us to refocus upon how we are implementing ‘Hello, Know, Grow, Sow’ discipleship pathways and be more strategic in our approach to evangelism. We will aim to reintroduce prayer ministry as well open ourselves ever more to the work on the Holy Spirit in our midst. I would also

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like to see us further address the balance between ‘going out’ and ‘waiting for people to come in’. This means that we will need to step a little further beyond our comfort zones and try some new things. Our job is to do two things which, in many ways, are quite simple – 1) to serve, and 2) to be a witness of what we already know of God and whatever else he may show us in the future. I believe that the Lord is saying to us the same words that he spoke to Saul, later to become Paul, “I have appeared to you to appoint you as a servant and as a witness of what you have seen and will see of me.” (Acts 26:16) serving and witnessing; we can continue to do that, can’t we?

With love and prayer, Helen

PCC REPORT

During the year ending 2022 the PCC met 6 times in full session. All these meetings were under the chairmanship of Team Rector Rev Helen Jary, and all were held in person.

Early in the year the PCC set up a working party to collect information regarding the diocese recommendation to set up a covenant on clergy care. After several meetings which included collecting feedback on questionnaires etc, the covenant was written up and approved and this was adopted at the APCM on 27th April 2022.

The Church Planting and Revitalisation Plan approved the request to appoint a Children and Families worker which led to Georgi Warren joining the team. A mission fund grant of £25,000 was allocated to the Team Benefice and a sub committee was formed to work alongside the diocese representatives to decide the best use of this substantial amount of money going forward. Several meetings were held and various projects were discussed. It was finally approved by the PCC to spend the money on the reordering of St Mark’s with a plan for a new carpet, new chairs and panel monitors to be installed to replace the screen and projector which were coming to the end of their life.

Throughout the year the PCC review the policy documents.

At the July meeting Rev Dannie Hancock, our new curate, was formally introduced and welcomed by the PCC to the Team Benefice.

Church security was tightened when members of the PCC were appointed to be responsible for locking the church on certain nights when the caretaker was off duty. The PCC were approached by Lowestoft Rising to see if we could be a central hub for a School Uniform Bank. This was duly undertaken by Georgi and has proved to be a success.

The PCC were made aware of the possibility of obtaining a very sought after piano for the church to replace the tiring existing one. After fund raising concerts, donations and a grant being received, the piano was installed in November.

During the year discussions took place regarding the setting up of a Food Pantry at St Luke’s. Rev. Jo Fowler headed this and sought grants and had discussions with various supermarkets to support this. It opened on Wednesday afternoons and was an instant

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success. Rev. Jo Fowler is supported by a group of volunteers who work hard behind the scenes on making the Food Pantry the success it has turned out to be.

The PCC approved the partnership with Mission Aviation Fellowship towards the end of 2022 and are excited to see how this partnership will impact our community.

The PCC would like to take this opportunity to thank all the volunteers who have helped with various tasks throughout the year. They are too numerous to mention individually but without whom our church would be so much worse off, and we cannot thank you enough.

The PCC would also like to thank Dave Powell and Lesley Denny for their roles as Churchwarden of St Mark’s and St Luke’s.

The PCC work hard in the background all year and I would just like to say a big thank you to all of the current members.

Jane Ward, PCC Secretary

CHURCHWARDENS REPORT

The fabric of the church is in good repair although we are now due a Quinquennial inspection.

As a congregation we should be extremely grateful to our Fabric team who carry out repairs and modifications all of the time. There is always something to do. Thousands of pounds have been saved. Our gardening team also do a brilliant job outside in the surrounding areas.

Often overlooked is the office team who work away in the background keeping us coordinated, or in my case trying to

The reordering of the church is in progress and the new monitors have been well received.

The fabric team have assisted at St Luke's with fitting and modification of fire doors. The big screen is shortly to be moved to St Luke's and the projector to St Michaels

It is good that we can reuse and repurpose equipment through out our team of churches The Enabling team is working well and greatly helping with the smooth running of our worship. There is always room for more members to join in.

I would like to thank Helen, the PCC and the ministry team for their ongoing support.

Dave Powell

ST. LUKE’S COUNCIL

2022 saw the growth of The Sunday Mix and the start of the Pantry at St. Luke’s, both of which are flourishing. We saw a high level of vandalism from the local youth which caused a lot of distress to those who live around the grounds of the church and culminated in the destruction of Little Buddies’ outdoor play equipment. At the end of the year we said goodbye to Maggie and David Barnes as they moved to be near their daughter Lizzie and her family. We remember their time with us with grateful thanks for all the love and support they both gave to St. Luke’s. Our best wishes to them both for

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their future.

Lesley Denny (Churchwarden)

ELECTORAL ROLL OFFICER

On the 1st April 2023, when the review of the electoral roll ended the roll stood at 155. During the previous year 7 members have been lost due to death, and 4 have been added. Of those on the roll 47% live in the parish.

Gerald Williams

DEANERY SYNOD

The Deanery Synod continues to be a useful body where clergy and lay members from each parish can meet up to discuss issues of concern and look at ways forward in our journey of discipleship.

One of the main topics of discussion has again been the parish share. At the October meeting a presentation about the Parish Giving Scheme was given by the Diocesan Parish Giving Officers. The Scheme is a simple and secure way for churches to receive donations by direct debit, which enables church cash flow to be more predictable. The current economic climate continues to have an effect on church receipts.

Other subjects have included Bishop Graham’s Diocesan Vision. It’s aim is to foster a safe church, a church which not only serves its members but reaches out to those outside its walls.

Also discussed was the Leading Your Church Into Growth Initiative. This has been a church initiative for over 25 years. Tried and tested, its aim is to increase church numbers and growth in our discipleship leading to a positive impact on the communities around us. It basically formalises much of what we are already doing here at St Mark’s and St Luke’s, but gives us pointers to consider other ways forward.

Michael Aldred (Lay Member)

TREASURER’S REPORT

St. Mark’s and St. Luke’s financial statements for 2022, which have been adopted by the PCC, are presented as a separate document to this report. They have been independently examined by Mrs Judith Hobbs and grateful thanks are extended to her. For 2022 the Parish Share for both St Mark’s and St Luke’s was again paid in full; £48518 and £13142 respectively. For St Mark’s this payment differs slightly from the amount in the financial statements because we get additional credit if our clergy undertake funeral duties at the crematoria or cemetery. On the income side, there was a welcome increase in giving by standing order at both churches, with a reduction in cash collections at St Mark’s perhaps reflecting the changeover to this more convenient method of giving.

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Hall rental and events income increased at both churches with a recovery from the effect of Covid. Online giving has been available at both churches with a card reader at St Mark’s but donations by this route have been only a small fraction of the cash collections.

Expenditure from the general fund at St Mark’s was reasonably well contained except notably for the increased cost of energy, which added £2900 to the annual bill at St Mark’s and £730 at St Luke’s. At St Luke’s there was payment for a new chairs, foyer flooring and a fire door.

The net effect of income and expenditure from the General Funds was a small deficit of £208 at St Mark’s and a larger deficit (reflecting the expenditure) of £2479 at St Luke’s. As a result, the General Fund reserves brought forward as at 1 January 2023 were £13085 for St Mark’s and £24191 for St Luke’s. The St Mark’s reserves are equivalent to only about 7 weeks of average expenditure.

It is noteworthy that in 2022 our two churches together paid nearly £11000 to charities, including Casa Hogar Vida, Tearfund (for Ukraine), Foodbank, Barnabas Aid, Suffolk Historic Churches, the Children’s Society, and many other charitable causes. The total donated was equivalent to more than 16% of direct regular giving.

Other funds than the General Funds support specific needs. In 2022 the St Mark’s Piano Fund raised the finance to purchase the superb Bluethner piano which will greatly benefit our musical life; the Project Fund supported the hire of a “cherry picker” machine to carry our repairs to the church roof, carried out by in-house steeplejacks to whom we are so grateful for the savings made. A Uniform Bank Fund was started to support the work by Georgi to provide a much needed service for the community, aided by a Council grant. At St Luke’s a fund was started to provide for the Whitton Pantry which has also benefited from Council grants and is proving so successful.

Looking forward, Parish Share will continue to be a challenge. The PCC’s aim, in common with St Michael’s and other churches in the Deanery, is to meet 100% of target. In the face of increased energy and staff costs this will be a struggle this year, particularly at St Mark’s in trying to improve the current low level of reserves; the PCC will keep payments under close review. We pray that the current stewardship campaign will enable us to at least carry forward the Lord’s work at the 100% level.

The treasurer wishes to pay tribute to all the fund-raisers and event organisers for their work and all who assist in managing the church finances with such assiduous good stewardship. And thanks are as ever due for the continuing hard work by our cashiers who carry the responsible tasks of counting and banking the cash receipts: at St. Mark’s,

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John Hunt

Ray Collins and assistants; and at St Luke’s Sue White and assistants. Their help is indispensable.

FABRIC AND BUILDINGS

Your church fabric team has had a very busy year. Sometimes 60ft up repairing the bell, cleaning gutters, sealing high level windows, repairing lead flashing then loping the tall car park tree. At ground level repainting the porch, laying concrete and painting white lines. Then up ladders to replace or renew light fittings within and outside the church - thereby reducing our electrical running costs. Also repairing immersion heaters in the ceiling void and kitchen taps. Next drilling into and through walls to install new power and signal cables and sockets.

This is not a complete listing but we do try to keep on top of problems which reflects the PCC’s commitment to keeping our buildings in good order.

Geoff Ansdell

SAFEGUARDING OFFICER’S REPORT

Gillian Williams

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The Parochial Church Council of the ecclesiastical parish of St. Mark with St. Luke, Oulton Broad

Financial Statements for the year ended 31 December 2022

Rev. Helen Jary, Team Rector Rev. Andy Bunter, Team Vicar } Churchwardens Lesley Denny }

Registered Charity No. 1131698

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THE CHURCH OF ENGLAND Diocese of Norwich Independent Examiners Certificate R•pM i• lh• tnl••6lm•nb•r• ofr. On K¢ounts Iofth• y•w ••W•d: 311,.K 1131648 20>L Chlty no111 ￿Y).' I repJt 10 tmlees on my •xaminalion ol Ihe •CLrJunis rlthB atxjve ch•rity Tru81'I lor th• yw•rxJo¢ 31111J trl, R8sponBbblliihe9 and bas1• •f i•wl As tho charity'$ ifusiee5, yw we reswrle lor the Fqeparthn 8¢cwn15 the requwennts of ihe Chwiistss Act 2011 Ilhe A¢t"I I f•kWJt in resp ol my eXamI￿t￿n of TftJ5t"$ (Mrt undw ••cl￿Tr 145 oflhe 2011 Ad ar￿ In cwryirt9 Lxrt my eMamlnati)n. I havè foll￿￿•￿ all th• BpF4ic4ble Dwecw•n6 givem by tho C￿lty Cotnmis$ion under srtlim 14515Xb) of Ad. Independent ex8mln•rfg ¥iat•m•rtt 11 Delele [ J rfnol sw1￿80¢e. I h￿e comFOeted my examin8lKJn I C￿lM thai no rnal•n31 mbitèrs hwo come ￿ my attenti￿ In tonwt￿n th the eKamIr￿tK￿1(0￿wIkn￿.I give8 me C8LUt lo tli ihpf ￿, Jny malerol fe3pect • the 8cetyJ)ting rèoords kw In wilh s8ct•Jn 130 oflhe Chants$ Act. ( • lh¢ Ij￿ ￿ acajrd the re￿d).. ( • ts accoun1$ not ¢omJy wllh Iho applKaikn rnwlreM￿tS corK8ming Ihe frym arY cort￿1 of unts sei the t￿￿1¢$ (Accounts and Rop(Ysl RegLI8tiCK￿ 200B other Ih8n ¥￿Y reqts¥effleN ih8l tlx o¢¢ounls a 'true #nd fair. view whi¢h Is not a matter (onsHlwBd a5 Part of8n indepeThJenl ex•minaiiM. I have no con¢¢rns ano C(￿0 atross nD olh8r mattws in connea1￿ Ihe ex8min•iiM Io anoniion Shxtyd in this r8Wt in crfde¢ to enable a prop¥ ol I ni$ to 00 reach "Fle8se rh8 IIJ th• trkets rfth9ydtr noi appfy. DBIe' J<,02 JUDIT7t

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NOTES TO THE FINANCIAL STATEMENTS FOR BOTH CHURCHES FOR THE YEAR ENDED 31 DECEMBER 2022

Accounting Policies

The financial statements have been prepared in accordance with the Statement of Recommended Accounting Practice: Accounting and Reporting by Charities (SORP 2005), issued in March 2005, UK Accounting Standards and the Charities Act 2011. The financial statements have been prepared under the historical cost convention. The financial statements include all transactions, assets and liabilities for which the PCC is responsible in law.

Funds

Restricted funds represent donations or grants received for a specific object or invited by the PCC for a specific object. The funds may only be expended on the specific object for which they were given. Any balance remaining unspent at the end of each year must be carried forward as a balance on that fund. The PCC does not usually invest separately for each fund. Where there is no separate investment, interest is apportioned to individual funds on an average balance basis.

Unrestricted funds are general funds that can be used for PCC ordinary purposes. Designated funds are sums set aside out of General Funds for specific purposes. They can be transferred to unrestricted funds at any time.

Incoming Resources

Planned giving, collections and donations are recognised when received. Tax refunds are recognised when received. Grants and legacies are accounted for when the PCC is legally entitled to the amounts due. All other income is recognised when it is receivable. All incoming resources are accounted for gross.

Resources expended

Grants, donations and the diocesan parish share are accounted for when paid, or when awarded, if that award creates a binding or constructive obligation on the PCC. All other expenditure is generally recognised when it is incurred and is accounted for gross.

Fixed assets

Consecrated and benefice property is not included in the accounts in accordance with s10(2)(1) of the Charities Act 2011. Movable church furnishings held by the vicar and churchwardens on special trust for the PCC and which require a faculty for disposal are inalienable property, listed in the churches’ inventories, which can be inspected (at any reasonable time). Equipment used within the church premises is depreciated on a straight-line basis over four years unless otherwise specified. Individual items of equipment with a purchase price of £1000 or less are deemed fully depreciated when the asset is acquired.

Reserves Policy

The Parochial Church Council of St. Mark with St Luke needs to hold reserves to be able to meet its ongoing expenditure efficiently and to ensure there is sufficient resource available to cover liabilities obligations and contingencies in the event of loss of existing sources of income. The PCC believes that the necessary level of reserves is equivalent to approximately three months of average expenditure from the General Funds. This level will be maintained by close management of finances and forward planning by the use of appropriate budgets. Restricted and Designated Funds have their own objectives and the necessary levels are kept under close review by the PCC. This policy will be reviewed annually as part of the audit process.

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Statement of Financial Activites(SOFA) for theyear ended 31 December 2022
Funds: General
(Unrestrict
ed)		 Organ
fund
(Restr)		 Band fund
(Restr)		 Piano fund
(Restr)		 Choir
fund
(Restr)		 Clergy
Discr.
Fund
(Restr)		 WSS
fund
(Restr)		 Deanery
Synod
(Restr)		 Project
Fund
(Designat
ed)		 Youth
Ministry
Fund
(Desig)		 Additional
Ministry
Fund
(Desig)		 Uniform
Bank
(Restr)		 Total
2022		 Total
2021
£
Incoming resources
Voluntaryincome 77666 0 0 9107 2358 58 0 0 0 1902 0 1193 92284 77395
Churchactivities 27297 0 140 0 0 0 79 0 0 0 0 0 27516 19723
Bank interest 20 0 0 1 4 1 1 1 19 25 5 0 77 21
Insurance claims 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Total incoming resources 104983 0 140 9108 2362 59 80 1 19 1927 5 1193 119877 97139
Use of resources
Church Ministry 72846 0 0 0 0 150 0 0 0 0 0 0 72996 74196
Churchbuildings/contents 22928 0 0 7300 0 0 0 0 1264 0 0 894 32386 20635
Administration 9417 0 0 0 0 0 0 0 0 0 0 0 9417 7492
Depreciation 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Total resources used 105191 0 0 7300 0 150 0 0 1264 0 0 894 114799 102323
Net movement in funds -208 0 140 1808 2362 -91 80 1 -1245 1927 5 299 5078 -5184
Reconciliation of funds Totals Totals
Funds broughtforwardfrom 2021 13293 202 0 0 0 522 579 497 11318 13077 3047 0 42535 47719
Funds carriedforward to2023 13085 202 140 1808 2362 431 659 498 10073 15004 3052 299 47613 42535

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StMark'sPCC, Oulton StMark'sPCC, Oulton StMark'sPCC, Oulton StMark'sPCC, Oulton StMark'sPCC, Oulton Broad Broad
Balance sheet as at 31 December 2022
Notes 2022 2021
£ £
Fixed Assets 0 0
Current Assets
Debtors 0 0
Current account 14186 9658
Uncredited payins 0 0
Deposit account 20800 20782
Charity account (a) 14361 14302
Standingimprests (b) 100 100
Cash in hand 48 48
Total Assets 49495 44890
Current liabilities
Parishshare paidfollowing year 568 0
Qtr4 fees toDiocese paidfollowing year 1314 2355
Unpresented cheques 0 0
Assets less liabilities 47613 42535
Funds
General Fund (unrestricted) 13085 13293
Organ Fund (restricted) 202 202
BandFund (restricted) 140 0
PianoFund (restricted) 1808 0
Choir Fund (restricted) 2362 0
ClergyDiscretionaryFund (restricted) 431 522
WSS ScholarshipFund (restricted) 659 579
Deanery Synod (restricted) 498 497
ProjectFund (designated) 10073 11318
Youth MinistryFund (designated) 15004 13077
Additional MinistryFund (designated) 3052 3047
Uniform Bank(restricted) 299 0
Total funds 47613 42535
Notes:
(a)In 2022ouraccountwith Virgin MoneyPlcwas closed and the balance transferred to
CharityBank Ltd, attracting a preferential rate of interest.
(b)Held by church membersforpurchase ofgroceries and churchcentre
consumables, oneimprestwasrepaidin 2021.

6

StMark'sPCC, Oulton Broad StMark'sPCC, Oulton Broad StMark'sPCC, Oulton Broad StMark'sPCC, Oulton Broad StMark'sPCC, Oulton Broad StMark'sPCC, Oulton Broad
Income and Expenditure account for theyear ended 31 December 2022
Incoming resources Resources expended
General Fund (Unrestricted)

2022		 2021 2022 2021
Voluntary income £ Church ministry £

Standing orders		 46471 41622
Parishshare		 47380 51720
FWO envelopes 3441 3186 Parishshare payable (c) 568 0
Plate collections 2841 5343 Clergy expenses 828 1423
Online giving 771 489 Fees paid 7958 6584
Donations 4466 4560 Fees payable(c) 1314 2355
Do.Young pers &FISH 125 543 Worship expenses 1786 2225
Forcharities(a) 6818 3052 Young personsincFISH 540 54
Grantsreceived(b) 0 3773 Paid to charities(d) 9430 7202
GiftAid claimed 12733 11838 Organists 3042 2595
Subtot 2022 77666 Subtot 2022 72846
Church activities
Feesreceived 11814 11787 Buildings and contents
Hall rental 11903 6195
Church		 2957 783
Events 3041 1426 Churchcentre 3655 2843
Sales (c) 64 63 Insurance 1727 1660
Donationsfor refreshments 475 252 Utilities 7294 4391
Subtot 2022 27297 Cleaning/caretaking 7295 8077
Subtot 2022 22928
Administration
Bank interest 20 8 Staff 6326 5788
Stationery 406 436
Insurance claims 0 0 Telephone 246 220
Copying 1083 662
Events 1270 304
Refreshments 86 82
Petty Cash 0 0
Subtot 2022 9417
Depreciation 0 0
Total 104983 94137 105191 99404
Movementin funds -208 -5267

Notes to St Mark's Income and Expenditure account for the year ended 31 December 2022

7

Continued

StMark'sPCC, Oulton Broad StMark'sPCC, Oulton Broad StMark'sPCC, Oulton Broad StMark'sPCC, Oulton Broad StMark'sPCC, Oulton Broad StMark'sPCC, Oulton Broad StMark'sPCC, Oulton Broad
Income and Expenditure account for theyear ended 31 December 2022 - continued
Incoming resources Resources expended
2022 2021 2022 2021
Band fund (Restricted) (e)
Fees 140 NA Expenditure 0 NA
Bank interest 0 NA
Total 140 NA
Movement in funds 140
Organ Restoration Fund (Restricted)

Donationsinc gift aid
0
0		 Expenditure 0 325
Bank interest 0 0
Total 0 0
Movementin funds 0 -325
Piano Fund (Restricted) (e)

Donations
6478		 NA Cost of Piano 7000 NA
GiftAid 129 NA Cost of moving 300 NA
Grant (i) 2500 NA Total 7300 NA
Bank interest 1 NA
Total 9108 NA
Movementin funds 1808
Choir fund (Restricted) (f)

Balance transferred
2358		 NA Expenditure 0 0
Bank interest 4 NA
Total 2362 NA
Movementin funds 2362
Clergy Discretionary Fund (Restricted)

Donationsinc gift aid
58
0		 Grantsmade 150 38
Bank interest 1 0
Total 59 0
Movementin funds -91 -38
W.S.Stewart Scholarship Fund (Restricted)

Donationsinc.gift aid
79
25		 Grantsmade 0 0
Bank interest 1 0
Total 80 25
Movementin funds 80 25
Deanery Synod (Restricted)(g)

Donation
0		 497 Expenditure 0 0
Bank Interest 1 0
Total 1 497
Movementin funds 1 497
Project Fund (Designated)

Donationsinc.gift aid
0		 625 Expenditure (h) 1264 2556
Bank interest 19 6
Total 19 631
Movementin funds -1245 -1925
Uniform Bank (Restricted) (e)

Grant (i)
1193		 NA Expenditure (j) 894 NA
Total 1193 NA
Movementin funds 299 NA
Youth Ministry Fund (Designated)

Donationsinc.gift aid
1902		 1842 Expenditure 0 0
Bank interest 25 5
Total 1927 1847
Movementin funds 1927 1847
Additional Ministry Fund (Designated)

Grants and donations
0
0		 Expenditure 0 0
Bank Interest 5 2
Total 5 2
Movementin funds 5 2
Total inc res this page 14894 3002 Total use of res this page 9608 2919

Total with general fund		 119877 97139
Total with general fund		 114799 102323

8

St Luke's Church, Oulton Broad

Statement of Financial Activites (SOFA) for the year ended 31 December 2022

StLuke's Church, Oulton Broad StLuke's Church, Oulton Broad StLuke's Church, Oulton Broad StLuke's Church, Oulton Broad StLuke's Church, Oulton Broad StLuke's Church, Oulton Broad StLuke's Church, Oulton Broad
Statement of Financial Activites(SOFA) for theyear ended 31 December 2022
Unrestricted Fabric Fund
(Restricted)		 Whitton
Pantry Fund
(Restr)(a)		 Total 2022 Total 2021
£ £
Incoming resources
Voluntaryincome 16096 0 820 16916 13875
Churchactivities 7908 0 0 7908 6513
Bank interest 52 4 0 56 12
Insurance claims 0 0 0 0 0
Grants andLegacies (a) 0 0 2000 2000 0
Total incoming resources 24056 4 2820 26880 20400
Use of resources
Church Ministry 16774 0 564 17338 15924
Buildings 9761 0 0 9761 7982
Cost of fundraising 0 0 0 0 0
Depreciation 0 0 0 0 0
Total resources used 26535 0 564 27099 23906
Net movement in funds -2479 4 2256 -219 -3506
Reconciliation of funds
Funds broughtforwardfrom 2021 26670 2036 0 28706 32212
Funds carriedforward to2023 24191 2040 2256 28487 28706
Balance sheet as at 31 December 2022
Notes 2022 2021
£ £
Fixed Assets 0
Current Assets
Debtors 0 0
Current account 5663 6142
Uncredited cheques 0 0
Deposit account 9934 14923
Charity account (b) 12644 7601
Cash in hand 246 40
Total Assets 28487 28706
Current liabilities
Creditors 0 0
Unpresented cheques 0 0
Assets less liabilities 28487 28706
Funds
General fund (unrestricted) 24191 26670
FabricFund (restricted) 2040 2036
Whitton PantryFund (restricted) 2256
Total funds 28487 28706
Notes:
(a) Commenced byPCC decisionOctober 2022.
(b)In late2022thePCC switchedfrom Virgin Money plc to CharityBank Ltdfora preferential rate of interest.

(b) In late 2022 the PCC switched from Virgin Money plc to Charity Bank Ltd for a preferential rate of interest.

9

StLuke's Church, Oulton Broad StLuke's Church, Oulton Broad StLuke's Church, Oulton Broad StLuke's Church, Oulton Broad StLuke's Church, Oulton Broad StLuke's Church, Oulton Broad
Income and Expenditure account for theyear ended 31 December 2022
Incoming resources Resources expended
General Fund (Unrestricted)

2022		 2021 2022 2021
Voluntary income £ Church Ministry £

Standing orders		 7301 6359
Parishshare		 13142 13000
FWO envelopes 2514 2531 Clergy expenses 582 260
Plate collections 2983 2438 Fees outwards 0 0
Online giving 0 49 Worship expenses 97 195
Donations 1179 764 To charities (b) 714 539
Forcharities 77 139 Musicians 0 0
Grants 0 0 Young persons exps 78 0
GiftAid claimed 2042 1595 Share ofadmincosts 2161 1930
subtotal 2021 16096 Subtotal 2021 16774
Church activities
Hall rental 6870 5904
Events 1038 609 Buildings and contents
Subtotal 2021 7908
Buildings (c)		 4396 3585
Insurance 578 545
Utilities 2338 1604
Bank interest 52 11 Cleaning andmowing 2115 2159
Sundries (d) 334 89
Subtotal 2021 9761
Insurance claims 0 0
Depreciation 0 0
Total 24056 20399 26535 23906
Movementin funds -2479 -3507
St Luke's fabric fund (restricted)
Fundraising 0 0 Expenditurefrom fabricfund 0 0
Bank interest 4 1
Total 4 1 0 0
Movementin funds 4 1
Whitton Pantry Fund (restricted)
Subs and donations 820 0 Food purchases 564 0
Grants (a) 2000 0
Total 2820 0 564 0
Movementin funds 2256 0
Total incomingresources 26880 20400 Totaluse of resources 27099 23906
Notes:
(a)In 2022 from East SuffolkCouncil.
(b)In 2022 included CasaHogar(£579); Suffolk Historic Churches(£220, some of which was paid direct);Foodbank(£172);
Inaddition£349was collectedfor TearfundforUkraine and paidvia StMark's.
(c)In 2022 includednewchairs (£1818);Foyer flooring (payment1:£587).
(d)Includes small running expenses,refreshments,foodforevents etc.

10

THE CHURCH OF ENGLAND Diocese of Norwich Independent Examiners Certificate R•pM i• lh• tnl••6lm•nb•r• ofr. On K¢ounts Iofth• y•w ••W•d: 311,.K 1131648 20>L Chlty no111 ￿Y).' I repJt 10 tmlees on my •xaminalion ol Ihe •CLrJunis rlthB atxjve ch•rity Tru81'I lor th• yw•rxJo¢ 31111J trl, R8sponBbblliihe9 and bas1• •f i•wl As tho charity'$ ifusiee5, yw we reswrle lor the Fqeparthn 8¢cwn15 the requwennts of ihe Chwiistss Act 2011 Ilhe A¢t"I I f•kWJt in resp ol my eXamI￿t￿n of TftJ5t"$ (Mrt undw ••cl￿Tr 145 oflhe 2011 Ad ar￿ In cwryirt9 Lxrt my eMamlnati)n. I havè foll￿￿•￿ all th• BpF4ic4ble Dwecw•n6 givem by tho C￿lty Cotnmis$ion under srtlim 14515Xb) of Ad. Independent ex8mln•rfg ¥iat•m•rtt 11 Delele [ J rfnol sw1￿80¢e. I h￿e comFOeted my examin8lKJn I C￿lM thai no rnal•n31 mbitèrs hwo come ￿ my attenti￿ In tonwt￿n th the eKamIr￿tK￿1(0￿wIkn￿.I give8 me C8LUt lo tli ihpf ￿, Jny malerol fe3pect • the 8cetyJ)ting rèoords kw In wilh s8ct•Jn 130 oflhe Chants$ Act. ( • lh¢ Ij￿ ￿ acajrd the re￿d).. ( • ts accoun1$ not ¢omJy wllh Iho applKaikn rnwlreM￿tS corK8ming Ihe frym arY cort￿1 of unts sei the t￿￿1¢$ (Accounts and Rop(Ysl RegLI8tiCK￿ 200B other Ih8n ¥￿Y reqts¥effleN ih8l tlx o¢¢ounls a 'true #nd fair. view whi¢h Is not a matter (onsHlwBd a5 Part of8n indepeThJenl ex•minaiiM. I have no con¢¢rns ano C(￿0 atross nD olh8r mattws in connea1￿ Ihe ex8min•iiM Io anoniion Shxtyd in this r8Wt in crfde¢ to enable a prop¥ ol I ni$ to 00 reach "Fle8se rh8 IIJ th• trkets rfth9ydtr noi appfy. DBIe' J<,02 JUDIT7t

R•I￿artI prof8s9￿[%￿l qum￿lhy￿$IOr b {rf wryl dr85•." Dlelo4ur• Only tomplete if the exarninpr needs to hl8hh8ht m•teitsl rnatters of co￿trn lste CC32. IndepeThJent examkn•i#)J) ol¢haiily accounts- direttions Give here dets4tsof *rnyltems th•t the