Trustees Annual report for the year ended 31 December 20243. As a registered charity the Trustees have to report each year to the Charity Commission on the actvites of the charity.
The trustees for the purpose of the Charity Commission of the Ecclesiastical Parish of Swinton and Pendlebury (charity registration number 1131913) are the members of the Parochial Church Council.
The parish of Swinton and Pendlebury is a large urban parish in the north-west district of the area covered by Salford City Council (and the city council’s Civic Centre lies within the parish, centred on Swinton Town Hall). It lies astride the A6, the M60/M62, and the ManchesterAtherton-Wigan railway line. The population of the parish is about 25,000. The population of Salford is currently expected to grow steadily over the next ten years and there are plans for significant housing development within the parish and when we know whether some or all of these will go forward we will have to consider our response in terms of mission and ministry. The parish is served by three churches, the parish church of Saint Peter, and the district churches of All Saints and Saint Augustine. The church of Saint Augustine is a Grade One listed building and the church of Saint Peter is Grade Two *. There is a parish hall, the Fletcher Hall, and the parish owns three units of housing, the curate’s house at 46 Townsend Road, a property left to the parish at 86 Eccles Road, and The Gatehouse at Saint Augustine’s (also listed). All three are rented at present. The work of three Church of England primary schools : one aided, one maintained school, and one which is part of a multi-academy trust is part of the parish’s ministry and mission.
Numbers at worship continued to recover from the effects of the pandemic during 2024, with strong attendance both at Easter and also at Christmas, where the current closure of the main building at Salford Cathedral led to us being asked to host some extra carol services, which were well-attended.
Financially, 2024 saw us able to pay our parochial apportionment (of £73,079.94) to the diocese for the year in full. Summer and Christmas Fairs were more or less back to normal and made a significant contribution to our financial stability. We also saw other fund-raising activity, Our fee income from marriages and funerals dropped and we think the Church of England may have raised statutory fees beyond what the market will stand. This fall in fee income has happened in many other parishes as well, and is plain to see from the diocesan accounts as well (because a proportion of statutory fee income goes to the diocese). We ended the year with a welcome slight surplus after slight deficits in 2023 and 2022. We held our last stewardship campaign in 2016 and before COVID we noted that we would soon need to be thinking about our next campaign. Obviously it would not have been appropriate to hold such a campaign in 2020, 2021, or 2022. But we are now beginning to plan for such a campaign, although the timing of this needs to be determined and may be affected by the timing of stipendiary clergy retirements. We are very grateful to all who support our parish financially, especially those who do so regularly by forms of planned giving. We endeavour to make full use of Gift Aid, making
regular claims, and with Gift Aid envelopes available in each church. Each church has its own Gift Aid secretary and makes its own Gift Aid claims and our churches have also been benefiting from the Gift Aid on Small Donations scheme (GASD). We have also started to use contactless machines for donations, payments at concerts and fund-raising events, and payment of parochial fees. The next step will be to site install a contactless machine in Saint Peter’s Church but we need to provide the necessary sockets and pedestal.
An initial listing and counting of our volunteers would start with the 305 people whose names are on the parochial church electoral roll. Very many people volunteer to aid our activities each year in a variety of ways, including help with fund-raising, with visiting and pastoral care, with a variety of ministries in our prayer and worship, with hospitality, with the maintenance of the fabric of our churches, with our children’s activities, as foundation governors at the schools, and with publicity. Our participation in Heritage Open Days each year is dependent on volunteers assisting our limited stipendiary team. We host a busy food distribution hub for The Bread and Butter Thing charity, and apart from the member of staff from the charity who attends each week, this is staffed by volunteers mostly from our congregations. And, of course, those who come and participate in our prayer and worship are overwhelmingly there as volunteers.
The trustees believe that by promoting the work of this parish they help to promote the whole mission of the church and that in so doing they provide a public benefit by providing facilities for public worship, prayer, pastoral care and spiritual, moral, and intellectual development, both for its regular worshippers and for anyone who wishes to benefit from what the church offers, and by promoting Christian values and service (such as emergency food support and literacy support and The Bread and Butter Thing hub and our “place of welcome”) in the community to the benefit of individuals and society as a whole. More information on these benefits is clear, we think, throughout this report.
The trustees consider the following to be connected charities:
-
Saint Augustine’s Restoration and Development Trust, for “the restoration, repair, renewal, improvement and maintenance of the fabric of the Church of Saint Augustine Pendlebury” (regd charity no. 1011150)
-
Church of Saint Peter, Swinton, Restoration and Development Trust, for the restoration, repair or renewal, maintenance and improvement” of Saint Peter’s Church, Swinton (regd charity no. 514938).
Grants are, on occasion, paid to these connected charities and other charitable projects which appear to the Parochial Church Council to support the furtherance of the parish’s charitable objects.
The trustees confirm that the major risks to which the operation of the parish is exposed have been reviewed and that systems and procedures have been established to manage those risks. We endeavour to continue to examine major strategic, financial, and operational risks which
the charity faces and confirm that systems have been and will be implemented to enable the necessary steps to be taken to lessen these risks.
The Parish of Swinton & Pendlebury
End of Year Financial Statements
Year ending 31 December 2024
Approved by the Parochial Church Council at its Meeting on 1 April 2025 and signed on behalf of the PCC by:
Fr J P Sheehy PCC Chairman
Mr J Walk PCC Secretary
Page 1
Statement of Financial Activities
| Unrestricted Restricted Endowment Total Prior year funds funds funds funds total funds |
|
|---|---|
| Income and endowments from: Donations and legacies Income from charitable activities Other trading activities Investments Other income Total income Expenditure on: Raising funds Expenditure on charitable activities Total expenditure Gains / losses on investment assets Net income / (expenditure) resources before transfer Transfers Gross transfers between funds - in Gross transfers between funds - out Other recognised gains / losses Gains on revaluation, fixed assets, charity's own use Net movement in funds Total funds brought forward Total funds carried forward Represented by Unrestricted General fund Designated AS Fabric Fund All Saints Fletcher Hall Fletcher Hall Bar SA Graveyard SP DCC Missions St Augustines St Peters Young Communicants Restricted Agency collection CBF Educ1 Educational CCLA 71803 PCC Investment Fund 1012F CCLA 72004 St Augustines Investment Fund 1093D CCLA 83002 St Peters Investment Fund 1255S CCLA 83010 Parish Hall 1299F SA Maintenance Reserve SP Maintenance Reserve Young Communicants Reserve |
131,677.34 5,886.95 — 137,564.29 81,219.80 4,475.10 — — 4,475.10 3,931.00 44,373.88 — — 44,373.88 37,923.53 30,577.12 737.10 — 31,314.22 27,146.04 — — — — — |
| 211,103.44 6,624.05 — 217,727.49 150,220.37 219.84 — — 219.84 306.50 213,039.19 — — 213,039.19 159,740.66 |
|
| 213,259.03 — — 213,259.03 160,047.16 — 607.05 — 607.05 1,609.67 |
|
| (2,155.59) 7,231.10 — 5,075.51 (8,217.12) 22,061.47 — — 22,061.47 16,988.63 (20,601.47) (1,460.00) — (22,061.47) (16,988.63) — — — — — |
|
| (695.59) 5,771.10 — 5,075.51 (8,217.12) |
|
| 865,951.60 47,622.37 — 913,573.97 921,791.09 |
|
| 865,256.01 53,393.47 — 918,649.48 913,573.97 790,350.47 — — 790,350.47 790,071.87 27,597.45 — — 27,597.45 25,005.41 15,723.90 — — 15,723.90 17,065.23 (27,221.24) — — (27,221.24) (25,327.47) 868.42 — — 868.42 626.08 1,555.03 — — 1,555.03 1,450.03 15,342.06 — — 15,342.06 13,507.74 (44,629.49) — — (44,629.49) (34,441.07) 85,669.41 — — 85,669.41 77,993.78 — — — — — — (955.88) — (955.88) (955.88) — 9,005.94 — 9,005.94 9,925.94 — 10,522.41 — 10,522.41 10,214.05 — 11,022.32 — 11,022.32 11,022.32 — 12,965.59 — 12,965.59 12,675.47 — 292.28 — 292.28 283.71 — 1,128.86 — 1,128.86 1,077.78 — 7,637.59 — 7,637.59 1,684.94 — 1,774.36 — 1,774.36 1,694.04 |
Balance sheet
Page 2
| Total funds Prior year funds |
|
|---|---|
| Fixed assets Tangible assets Investments Current assets Stocks and work in progress 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 Fletcher Hall Bar St Peters All Saints St Augustines Fletcher Hall AS Fabric Fund SP DCC Missions SA Graveyard Young Communicants Restricted CCLA 71803 PCC Investment Fund 1012F CCLA 83010 Parish Hall 1299F CCLA 72004 St Augustines Investment Fund 1093D CCLA 83002 St Peters Investment Fund 1255S SA Maintenance Reserve SP Maintenance Reserve Young Communicants Reserve CBF Educ1 Educational Agency collection Funds of the church |
785,860.78 785,860.78 34,802.60 34,195.55 |
| 820,663.38 820,056.33 307.40 307.40 99,575.61 94,029.79 |
|
| 99,883.01 94,337.19 1,896.91 819.55 |
|
| 1,896.91 819.55 |
|
| 97,986.10 93,517.64 |
|
| 918,649.48 913,573.97 |
|
| 918,649.48 913,573.97 790,350.47 790,071.87 868.42 626.08 85,669.41 77,993.78 15,723.90 17,065.23 (44,629.49) (34,441.07) (27,221.24) (25,327.47) 27,597.45 25,005.41 15,342.06 13,507.74 1,555.03 1,450.03 — — 10,522.41 10,214.05 292.28 283.71 11,022.32 11,022.32 12,965.59 12,675.47 1,128.86 1,077.78 7,637.59 1,684.94 1,774.36 1,694.04 9,005.94 9,925.94 (955.88) (955.88) |
|
| 918,649.48 913,573.97 |
Statement of assets and liabilities
| General Designated Restricted Endowment This year Last year |
|
|---|---|
| Fixed assets - Investments CBF Investments - Totals |
— — 34,802.60 — 34,802.60 34,195.55 |
| — — 34,802.60 — 34,802.60 34,195.55 |
Fixed assets - Tangible assets
Page 3
| Office Computers - 46 Townsend Road - St Augustines Gatehouse - 86 Eccles Road - Fletcher Hall - Totals Current assets - Cash at bank and in hand PCC Bank current account - Bank holding account - AS DCC Account - AS Fabric Fund - St Augustines DCC - Fletcher Hall - Fletcher Hall Bar - SP Wedding Account - CCLA (CBF) Educ1 deposit account - Cash in hand - Totals Current assets - Stocks and work in progress Fletcher Hall Bar Stock - Totals Liabilities - Agency accounts Agency collections - Totals Grand total |
860.78 — — — 860.78 860.78 170,000.00 — — — 170,000.00 170,000.00 100,000.00 — — — 100,000.00 100,000.00 140,000.00 — — — 140,000.00 140,000.00 375,000.00 — — — 375,000.00 375,000.00 |
|---|---|
| 785,860.78 — — — 785,860.78 785,860.78 (97,279.89) 109,598.99 7,568.34 — 19,887.44 20,425.68 94,398.73 (80,306.85) 102.95 — 14,194.83 9,603.55 — (450.00) 450.00 — — — — 26,957.14 — — 26,957.14 24,365.10 — (44.00) 44.00 — — 78.00 — 16,774.60 — — 16,774.60 17,649.55 — 982.38 — — 982.38 772.96 53.09 955.88 (656.33) — 352.64 299.55 7,317.76 — 12,978.82 — 20,296.58 20,705.40 — 130.00 — — 130.00 130.00 |
|
| 4,489.69 74,598.14 20,487.78 — 99,575.61 94,029.79 — 307.40 — — 307.40 307.40 |
|
| — 307.40 — — 307.40 307.40 — — 1,896.91 — 1,896.91 819.55 |
|
| — — 1,896.91 — 1,896.91 819.55 |
|
| 790,350.47 74,905.54 53,393.47 — 918,649.48 913,573.97 |
Fund movement by type
| Opening Incoming Outgoing Transfers Gains/losses Journals Closing |
|
|---|---|
| CCLA-PCC - CCLA 71803 PCC Inves Restricted Sub-total for CCLA-PCC CCLA-PH - CCLA 83010 Parish Ha Restricted Sub-total for CCLA-PH CCLA-SA - CCLA 72004 St August Restricted Sub-total for CCLA-SA CCLA-SP - CCLA 83002 St Peters Restricted Sub-total for CCLA-SP Ge-FHBar - Fletcher Hall Bar Designated Sub-total for Ge-FHBar General - General fund Unrestricted Sub-total for General Ga-SP - St Peters Designated Sub-total for Ga-SP Gb-AS - All Saints Designated Sub-total for Gb-AS Gc-SA - St Augustines Designated Sub-total for Gc-SA Gd-FH - Fletcher Hall Designated |
10,214.05 — — — 308.36 — 10,522.41 |
| 10,214.05 — — — 308.36 — 10,522.41 283.71 — — — 8.57 — 292.28 |
|
| 283.71 — — — 8.57 — 292.28 11,022.32 — — — — — 11,022.32 |
|
| 11,022.32 — — — — — 11,022.32 12,675.47 — — — 290.12 — 12,965.59 |
|
| 12,675.47 — — — 290.12 — 12,965.59 626.08 741.06 515.84 17.12 — — 868.42 |
|
| 626.08 741.06 515.84 17.12 — — 868.42 790,071.8 7 30,104.14 34,127.73 4,302.19 — — 790,350.4 7 |
|
| 790,071.8 7 30,104.14 34,127.73 4,302.19 — — 790,350.4 7 77,993.78 120,982.2 0 108,690.5 1 (4,616.06) — — 85,669.41 |
|
| 77,993.78 120,982.2 0 108,690.5 1 (4,616.06) — — 85,669.41 17,065.23 21,928.58 22,338.69 (931.22) — — 15,723.90 |
|
| 17,065.23 21,928.58 22,338.69 (931.22) — — 15,723.90 (34,441.07 ) 11,797.09 21,379.16 (606.35) — — (44,629.49 ) |
|
| (34,441.07 ) 11,797.09 21,379.16 (606.35) — — (44,629.49 ) (25,327.47 22,853.33 26,207.10 1,460.00 — — (27,221.24 |
|
| Page 4 |
| Sub-total for Gd-FH ASFF - AS Fabric Fund Designated Sub-total for ASFF SPMiss - SP DCC Missions Designated Sub-total for SPMiss SAGrave - SA Graveyard Designated Sub-total for SAGrave YComm - Young Communicants Designated Sub-total for YComm SAMainRes - SA Maintenance Reser Restricted Sub-total for SAMainRes SPMainRes - SP Maintenance Reser Restricted Sub-total for SPMainRes YCRes - Young Communicants R Restricted Sub-total for YCRes Education - CBF Educ1 Educationa Restricted Sub-total for Education Grand total |
) ) |
|---|---|
| (25,327.47 ) 22,853.33 26,207.10 1,460.00 — — (27,221.24 ) 25,005.41 2,592.04 — — — — 27,597.45 |
|
| 25,005.41 2,592.04 — — — — 27,597.45 13,507.74 — — 1,834.32 — — 15,342.06 |
|
| 13,507.74 — — 1,834.32 — — 15,342.06 1,450.03 105.00 — — — — 1,555.03 |
|
| 1,450.03 105.00 — — — — 1,555.03 — — — — — — — |
|
| — — — — — — — 1,077.78 51.08 — — — — 1,128.86 |
|
| 1,077.78 51.08 — — — — 1,128.86 1,684.94 5,952.65 — — — — 7,637.59 |
|
| 1,684.94 5,952.65 — — — — 7,637.59 1,694.04 80.32 — — — — 1,774.36 |
|
| 1,694.04 80.32 — — — — 1,774.36 9,925.94 540.00 — (1,460.00) — — 9,005.94 |
|
| 9,925.94 540.00 — (1,460.00) — — 9,005.94 |
|
| 914,529.8 5 217,727.4 9 213,259.0 3 — 607.05 — 919,605.3 6 |
Analysis of income and expenditure
Total Unrestricted Designated Restricted Endowment This year Last year INCOME AND ENDOWMENTS Donations and legacies — — — 0101 - Monthly standing orders 26,794.00 26,794.00 27,479.00 0102 - S/O Non Gift Aid Bank — 474.00 — — 474.00 504.00 — — — 0110 - Gift Aid - Planned Giving 16,906.13 16,906.13 16,197.10 Envelopes Page 5
| 0201 - Other planned giving - non gift aided 0250 - One Off Gift Aid Envelopes 0301 - Loose plate collections 0401 - Regular gift days 0410 - Candle Box 0411 - Lamps - GASDS 0413 - Tea/Coffee Donations 0414 - Flower donations 0415 - Grid Project/Graveyard 0416 - Designated Donations 0417 - War Graves Commission 0418 - Misc. Donations GASDS 0501 - One-off Gift Aid gifts 0510 - Gifts of quoted securities 0550 - Sundry Donations - GASDS 0555 - Sundry Donations Non- GASDS 0601 - Tax recoverable on Gift Aid 0611 - Furlough claim 0701 - Legacies 0801 - Recurring grants 08A1 - Non-recurring one-off grants 0901 - Other funds generated Total Income from charitable activities 0450 - Fees due to Parish- Weddings/Baptisms 0451 - Fees due to Parish- Funerals 1210 - Bookstall sales to promote objectives 1230 - Church hall lettings - objectives Total Other trading activities 0410A - Candles/Lamps Non-GASDS 0412 - Parish magazine sales 0419 - Misc. Donations Non-GASDS 0420 - 100 club subscriptions 0421 - Summer Fair 0422 - Christmass Fair 0423 - Quiz 0424 - Harvest Social 0425 - Fetes, Bazaars, other fund raising 0426 - Coffee Days 1220 - Bookstall sales - fund raising 1240 - Fletcher Hall casual lettings - fund rai 1241 - F/Hall lettings- Zumba 1242 - F/Hall lettings- Red Tiger 1243 - F/Hall lettings- Swinton History 1244 - F/Hall lettings- Weight Watchers 1245 - F/Hall lettings- Swinton Quilting 1246 - F/Hall lettings- Swinton Crafting 1247 - F/Hall lettings- Taekwando 1248 - F/Hall lettings- Slimming World 1249 - F/Hall lettings- Salix Homes 1250 - F/Hall lettings- Salford Foundation 1251 - F/Hall lettings- St Peters School 1252 - F/H lettings-Under5's Sp,Little Legends |
— — — — — 30.00 — 6,047.70 — — 6,047.70 6,463.66 — 7,297.64 — — 7,297.64 7,502.62 — — — — — — — 1,279.04 — — 1,279.04 1,547.04 — 275.00 — — 275.00 280.00 — 752.14 — — 752.14 711.29 — 405.00 — — 405.00 350.00 — — — — — — — — — — — 52.00 — 105.00 — — 105.00 80.00 — 2,059.00 — — 2,059.00 2,141.18 — — — — — — — — — — — — — — — — — — — 56.80 — — 56.80 479.25 — 13,677.11 — — 13,677.11 14,794.56 — — — — — — — 23,547.78 5,886.95 — 29,434.73 2,500.00 — — — — — — — 31,276.00 — — 31,276.00 — — 725.00 — — 725.00 108.10 |
|---|---|
| — 131,677.34 5,886.95 — 137,564.29 81,219.80 — 231.18 — — 231.18 775.00 — 1,590.00 — — 1,590.00 1,571.00 — — — — — — — 2,653.92 — — 2,653.92 1,585.00 |
|
| — 4,475.10 — — 4,475.10 3,931.00 — 319.49 — — 319.49 190.00 — — — — — — 799.15 6,232.35 — — 7,031.50 2,549.04 — 2,336.00 — — 2,336.00 1,783.00 — 1,012.39 — — 1,012.39 3,255.69 — 7,335.92 — — 7,335.92 7,022.02 — — — — — — — — — — — — — 2,784.52 — — 2,784.52 3,024.15 — — — — — — — — — — — — — 12,076.50 — — 12,076.50 9,693.04 — 1,356.50 — — 1,356.50 1,480.50 — 987.00 — — 987.00 1,029.00 — 320.00 — — 320.00 180.00 — — — — — — — 200.00 — — 200.00 380.00 — 430.00 — — 430.00 285.00 — 2,058.00 — — 2,058.00 1,806.00 — — — — — — — — — — — — — — — — — — — 600.00 — — 600.00 750.00 — — — — — — |
Page 6
| 1253 - F/Hall Lettings - Cheerleaders 1254 - F/H Lettings- Young Active Parents 1255 - Fletcher Hall - Office Rent 1256 - F/H Lettings - Swinton Dog Training 1257 - F/H Lettings - Jason Banbury Photos 1258 - F/H Lettings - NHS Dementia Cafe 1260 - Bar Sales 1300 - Magazine income - advertising Total Investments 1001 - Dividends 1020 - Bank and building society interest 1030 - Rent from lands or buildings Total Other income 1310 - Insurance claims 1320 - Surplus - sales of fixed assets Total |
— — — — — — — — — — — — — 3,600.00 — — 3,600.00 3,600.00 — 720.00 — — 720.00 615.00 — 100.00 — — 100.00 — — 365.00 — — 365.00 30.00 — 741.06 — — 741.06 251.09 — — — — — — |
|---|---|
| 799.15 43,574.73 — — 44,373.88 37,923.53 — — — — — — 577.99 1,272.13 737.10 — 2,587.22 1,926.04 28,727.00 — — — 28,727.00 25,220.00 |
|
| 29,304.99 1,272.13 737.10 — 31,314.22 27,146.04 — — — — — — — — — — — — |
|
| — — — — — — |
|
| INCOME TOTAL | 30,104.14 180,999.30 6,624.05 — 217,727.49 150,220.37 |
EXPENDITURE
| Raising funds | ||||||
|---|---|---|---|---|---|---|
| 1710 - Costs of applying for grants | — | — | — | — | — | — |
| 1720 - Costs of stewardship | — | — | — | — | — | — |
| campaign | ||||||
| 1730 - Costs of fetes & other events | 20.00 | 199.84 | — | — | 219.84 | 306.50 |
| 1740 - Investment management costs | — | — | — | — | — | — |
| Total | 20.00 | 199.84 | — | — | 219.84 | 306.50 |
| Expenditure on charitable activities | ||||||
| 1735 - Parish Office Rental | 5,060.00 | — | — | — | 5,060.00 | 3,600.00 |
| 1801 - Overseas Missions | — | — | — | — | — | — |
| 1850 - Home missions | — | — | — | — | — | — |
| 1870 - Secular charities | — | 20.00 | — | — | 20.00 | 20.00 |
| 1910 - Parish Share | — | 73,079.94 | — | — | 73,079.94 | 69,653.65 |
| 2001 - Ministry - Clergy Expenses | 2,376.00 | — | — | — | 2,376.00 | 2,460.15 |
| 2002 - Ministry - Clergy Houses | 1,779.92 | — | — | — | 1,779.92 | 1,553.93 |
| 2003 - Ministry - Clergy Council Tax | 2,506.16 | — | — | — | 2,506.16 | 2,385.98 |
| 2050 - Caretaker salary | — | 3,558.58 | — | — | 3,558.58 | 5,901.42 |
| 2051 - Clerk salary | 255.54 | — | — | — | 255.54 | 1,500.11 |
| 2052 - Secretary salary | 9,518.28 | — | — | — | 9,518.28 | 633.66 |
| 2053 - Organist salary | — | 2,480.00 | — | — | 2,480.00 | 2,440.00 |
| 2054 - HMRC | 95.80 | 99.40 | — | — | 195.20 | 1,786.40 |
| 2055 - Pension contributions | — | — | — | — | — | 738.17 |
| 2056 - Payroll Expenses | 216.00 | — | — | — | 216.00 | 216.00 |
| 2201 - Parish training | — | — | — | — | — | — |
| 2301 - Church insurance | — | 10,128.89 | — | — | 10,128.89 | 9,806.54 |
| 2302 - Church electric | — | 5,004.34 | — | — | 5,004.34 | 3,430.99 |
| 2303 - Church gas | — | 13,420.46 | — | — | 13,420.46 | 10,882.61 |
| 2304 - Church water rates | — | 572.42 | — | — | 572.42 | 578.07 |
| 2305 - Church running expenses | 424.40 | 35.23 | — | — | 459.63 | 886.40 |
| 2306 - Church Cleaning Materials | — | 326.45 | — | — | 326.45 | 390.11 |
| 2307 - Church maintenance | — | 6,609.56 | — | — | 6,609.56 | 3,711.60 |
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| 2308 - Church Minor Repairs 2315 - Materials for services 2316 - Sacristy Supplies 2317 - Church flowers 2340 - Relating to work of Church 2350 - Upkeep of churchyards 2360 - Hospitality 2375 - Fees due to Parish - organist/clerk 2530 - Fletcher Hall - electricity 2540 - Fletcher Hall - gas 2550 - Fletcher Hall - insurance 2551 - Fletcher hall - Boiler Insurance 2560 - Fletcher Hall - maintenance 2570 - Fletcher Hall - cleaning 2580 - Fletcher Hall - water 2590 - Fletcher hall Misc. 2595 - Fletcher Hall - Bar Supplies 2601 - Examination/audit fee 2610 - Sum Up Charges 2650 - 100 club prizes 2651 - Fair expenses 2652 - Stewardship Envelopes 2653 - Office Equipment non-capital 2654 - Printing/Stationery 2655 - Office Telephones 2656 - Miscellaneous Office expenses 2657 - Presentation of flowers/gifts 2658 - Publications purchased 2659 - Parish Trip Expenses 2701 - Church major repairs - structure 2710 - Church major repairs - installation 2720 - Church interior and exterior decorating 2750 - Advertising 2801 - Fletcher Hall + major repairs - structur 2820 - Fletcher Hall + major repairs - installa 2830 - Fletcher Hall + interior and exterior de 2840 - Rental property upkeep 2850 - Cost of Revaluations 3000 - Loan Repayment Total |
— 1,330.17 — — 1,330.17 393.14 — 184.79 — — 184.79 117.43 144.00 2,731.40 — — 2,875.40 2,283.71 — 786.65 — — 786.65 1,116.18 216.00 139.42 — — 355.42 981.77 — 240.00 — — 240.00 397.97 — 460.61 — — 460.61 329.79 — — — — — — — 3,919.15 — — 3,919.15 2,697.05 — 3,511.92 — — 3,511.92 3,780.40 — 571.44 — — 571.44 553.32 — — — — — — — 2,476.57 — — 2,476.57 3,475.28 — 3,532.68 — — 3,532.68 490.81 — 916.46 — — 916.46 730.71 — 2,439.35 — — 2,439.35 663.11 — 515.84 — — 515.84 259.33 — — — — — — — — — — — — — 555.00 — — 555.00 430.00 — 472.76 — — 472.76 80.22 633.48 — — — 633.48 307.76 13.33 — — — 13.33 215.19 2,843.29 57.98 — — 2,901.27 2,123.56 617.08 — — — 617.08 673.71 349.39 — — — 349.39 534.40 — 9.00 — — 9.00 46.98 — — — — — — — — — — — — — — — — — — — 30,245.00 — — 30,245.00 — — — — — — — 283.50 — — — 283.50 369.00 — — — — — — — 8,500.00 — — 8,500.00 7,200.00 — — — — — — 6,775.56 — — — 6,775.56 6,914.05 — — — — — — — — — — — — |
|---|---|
| 34,107.73 178,931.46 — — 213,039.19 159,740.66 |
|
| EXPENDITURE TOTAL | 34,127.73 179,131.30 — — 213,259.03 160,047.16 |
| GRAND TOTAL | (4,023.59) 1,868.00 6,624.05 — 4,468.46 (9,826.79) |
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The Parlsh of Swinton & Pendlebury Independent Examinerfs Report to the members of the Parochial Church Council I report on the financial statements of the PCC for the period ended 31 December 2024. Respective responslbilities of Trustees and Examiner. The charitf s trustees are responsible for the preparation of the accounts. The charit¢s trustees consider that an audit is not required for this year under section 14412} of the Charities Act 2011 (the 2011 act), and that an independent examiner is needed, It is my responsibility to: Examine the accounts under section 145 of the 2011 act,, To follow procedures laid down in the general directions given by the Charity Commissi04 under section 14515llbl of the 2011 act., and To state whether particular matters have come to my attention. Basis of Independent Examiner's Report My pxamination was carried out in accordance with the General Directions given by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accountrJ presented with these records. It also includes consideration of any unusual item5 or disclosures in the accounts and seeking ey,planations from yau as Trustees concerning any such matters. 'fhe procedures undertaken do not provide all the evidence that would be required iii an audit and consequently no opinicn is given as to whether the accounts present a 'true and fair view, and thp re.port is limited to those matters set out in the statement below. Independerit Examinerfs Statement In connection with my examination: I Which glves me reasonable cause to believe that in any material respect, the requirenientS-. To keep accounting records in accordance with section 130 of the 2011 Act,. and to prepare acc.ounts which accord with the accounting records and comply with the accounting requirements of the 2011 Act: have not been met; or 2 To which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached. Jean l<ateera BSC 19 Rydal Crescent Swinton Manchester M?7 5WS March 2025
CHECKS AND REVIEWS COMPLETED YEAR ENDING 31 DECEMBER 2024 Agreeing Treasury Balances All bank and cash balances, both opening and closing agree to their respective statements. Agreeing the arithmetical accijracy of the prepared accounts All the financial details to be presented to the PCC and the Annual P3ri5h Church Meeting agree arith metically. Agreeing the arithmetical accuracy of the books of original entry Sampling of entries back to source documents and vice versa Sample checks were carried out to ensure that the sample entries agreed back to The original books There were supporting documents to each transaction sampled. Agreeing the comparative figures against 2023 Thpse all agreed with the previous statement, Comparison of certain accounts to previous year figures All the following accounts were compared to the previous year with no major difference5 noticeable: Regular giving Cash Giving Tax reclaimed Treasury accounts Investment account5 Fetes and Fund raising Donations
Notes by the indepe4dent examiner I would like to thank all those concerned with the preparation of these accounts and the co-operation given to me during their examination. The comments that follow are an attempt to provide a way forward and are not a criticism. Accounts Package Training should be made available to others so that there would be a number of individual able to utilise the Parish fiiiance package. Parish Share It was encouraging that the Parish Share was paid in full in 2024 and that discussions were held and agreement reached with the Diocese to agree a more suitable and attainable Parish Share for the future. Treasury Management All banking and investment accounts should be reviewed regularly to maximise the interest potential. Paperwork Control I found it easy to review the paperwork, especially with the use of the Financial Coordinator package and tkie fact that each entry is given an individual coding, Jean Kateera Bsc 19 Rydal Crescent Swinton Manchester M27 5WS
Independent Reviewer's notes Notes on 2024 Accounts Property All properties were revalued in 2017. This needs to be done again this year. St Peter'5 DCC The church benefitted from a substantial legacy in 2024, St Peter's Wedding Account All outstanding monies are to be transferred into the PCC account during the year 2025. All Saints, Fabric Fund This is being managed by the All Saints, committee. St Augustine's DCC It is noted that expenditure continues to exceed income. Fletcher Hall Expenditure has exceeded income due to the cost of the new boiler. Fuel and Power Costs The gas and electricity prices continue to have a serious impact on the accounts. Jean Kateera BSC 19 Rydal Crescent Swinton Manchester M275WS