ANNUAL REPORT AND FINANCIAL STATEMENTS For the year ended 31 December 2025 The Parochlal Cburch Councll of Hoty Trinity, Southwell CbArity Number 11321)03 TTh, Report Receipts and Payments Accou StateDt of Assets 2nd Liabilities Notes to the FiDanciai Statements Independ¢nt Examiner's Rq 12
2025 Trustees, Annual Report for the Parochial Church Council of Holy Trinity, Southwell. Aims and purposes ID the e¢clesiasti¢al p&IS Hoty Trimity Par1 Churth Council CC) has the responsilIlty of promoting the whol¢ mission of th¢ Churc14 pastoral, evangelisti¢. soGial and ecumenical. The PCC also has maintenance responsibilities for the Parish churc Holy Trinity. and for tbe Churchyards. two of which are closed by Order of the Council (Old Churchyard closed 3 ISÉ May 1978. New Churchyard closed 14th Febnwy 26). Applications have been submitted to formally close the Millennium Churchyard which has had difficulties with wund water levels due to its proximity to the Potwell Dyke. Burials into ¢xisting grdves and intern]ent of cremated nal are still available. Objectives and Activltles The PCC is committed to enabling as ll&qDy people as po]}1e to wot5bip at Holy Trinity 8nd to becorne part of the church community at Holy TtiDity. The PCC maintains an overview of worship and activities throughout the Parish and makes suggestions on how our 8¢rvi¢e w(vship ar&d activities can iDvolve the many gTOUPS that live within our lSIL Our services and worship put faith into pzactice through prayer and Scripture, rn81¢ and sacrament. When plamiing actTYities forthe yw, we have considered the Clwity Commission's guidanc¢ on public b¢n¢fit an¢ in parttcular, the supplementary guidall for clwities for thc advancement of r¢ligion. Tbroughout this year we bave been in a pmcess of con5ultstion and reflection to discern the way forward for the church alld develop a new vision which will direct our financial and organisational priorities for the years alTh(L Tbe outcom¢ of that period has resulted in our Vision Statement that Holy Trtnity Chuwb would k 'A deep well of God's bealing to Southwell and beyoD(L' In this we seek to eawsulate the sweep of God's re4Jemptive WO throughout history in taking that which is broken through the effects of sin and restoring it througb the sovereign work of the Father, the death and resutrection of the SOD, and the empoweTing work of the Holy SpiTit. We recognise that every one ofus carries woun(Ls, limitations, and longings we cannot fix on our Osvn. yet we believe in th¢ GTrJ WI heal4 renews, and brings hope wh¢re it has run dry, and our commitm¢nt is to become a spiritual well at the heart of our tow where peoplc encounter the r&storit)g, life-giving presence of Go This viston is worked out through the lens of thrK focus words that we provisionally call our 'deep wells,: Know l Grow l Go We are continuing the process of clarIfg our vision and PTiOTities for this Coming year, knowing that to facilitate this worL it is important that we maintsin the fabric of the church of Holy TIinity.
Achievements and performanee Leadership A njOr fo¢us for the PCC a dillg the year. as noted above, was the d¢velopment of the vtsÈon for Holy Trinity golng forwar This will feed into our Growing Disciples Pl which itself will forni the basis of future fill]ng bids and the shape of re¢ruittnent that is planned for 2026. With the arrival of a new vi[ in January 2025, the PCC has continued to hold leadetsbip of the chuTth in Ithscerni the way foThvard througb 2025. Worship prayer During 2025. Swiday worsbip setvices continued with provision from our church's rniDisty team including lay ministers and ordained clepgy for services which required thenL Sunday worship has also seen the development of a regular pre-school group at the 10..3Q servic¢ i addition to a new monthly prdy¢r and wot5bip evening. Youth and Chlldren We all early evening dropin grow>- called youth Café- for childr¢n in school years 4-7. There has previously been provision for an older youth grow) fyears 7-11) which has currently been put on hold due to tbe viability of numbers attendtng. We run a Tuesday morning Toddler group catering forparents, dparents. carers and childw and providing mutual support to the community. It continu¢s to tbrive and be w¢ll attende(L On Swidays at 10.30. as mentioned above. there is a regular small group of pre-school children meeting and exploring faith in their group. OEW Kids and Families time continues monthly as a tim¢ of fun and connection with a brtef Chrisiian message. Attendance has reached a peak of around 40 children plus their parentslgrnndparen¢arers. W¢ have good links with our infBnt school with church members leading col]ective wotship on a regular basis as well as having two church members and the Revd. Jonathan Morley on the Governing Body. We have also stren*hened Iinks with other schools in Southwell including collective worship at Low¢'s Won& and participation in the Flourish Pmgram at the Minster secondary school. Pastoral Care Our pasto care team has continued to take care of those nMberS of the fellowsbip wl)o are unwell or in need. Our Small Groups are an intewl part of tbis as the fiTSt port of call. Connections and Moments provide pastoral support for, generally. older people in the ¢onimunity and the bereavement group (Living with Loss), which meets fortnightly, has prov¢d a help1 space and supEL HIs51on and Outreach We consider that the majority of our activity already outlined is all enknot of our mission and outreach to the local community of Southwell and iwon(L &8 we seek to be a
Mi&sion and Outreach (¢oDtllDued) deep well of God's healing to Southwell and lyon tn additio we bave seeo the following onevoff and regular events take place &8 part of our mission and outrea¢L. Alph4 Men's BreakfasL" Ladies Group. ChrIstD events (including, Carol servic¢4 A Service of Light and Swdtch N1vity). Support of Brackenhurst CU; Thy Kingdom Come and Lighthouse Prayer Beyond our church context the mi&sion committre led the SUPFK)rt for our mission partners and others throughout the year IM)th financially and prdYerfiy, and by raising Volunteers We would like to thank all the many volunteers (approximately 80) who wod( so bard to mak¢ our church the lively commuDity it and who work ]wd to support and fulfill the Jnission of the chur¢kL Deanery Synod We have two representatives on Deaaery Syn(xl one of whom is on Dii)cesan Synod and General Synod. This provides the PCC with an important link between the parish and the ider strudures of the Church. Financial Review We acbiev¢d a net Surplus in the y¢ar of £16,101. Of thi4 £2262 was on restticted funds. Total income increased by £10.517 while total expendikne iweased by £6,396. Total unrestricted income increased by £8.302 from £151.626 to £159.928. Unrestricfrd plarthed giving fell by £2,567 due to the fidl year effeef of iiwnbers who l¢ft late in 2024. New D]¢mbers joining the churcM and increased giving from some, partÈally offset this loss of incoriic. Gift Aid receipts Incre by £13.709 mainly bwause we W¢T¢ awaiting receipt of four clainjs at the end of 2024 due to delays at HM Rev¢nue & Customs- this year we are up to date with only the Decemb¢r claim due. Ose offerings at servi¢¢s increased by just over 7001ts. Other voluntsry income and incom¢ from Church Activities both fell by around £1,000. Total unrestrict¢d expenditure increased by just over £5.500 from £140,516 to £146,089. The Parish Share Tquest from the Diocese iwreased by just over 5 % to £77.988 in line with th¢ trajectory for the next 10 year& Clergy and staffing costs fell by just over £1,000. Church ruming costs increased by around £l.(MX) ninlY because of gas and electricity price incre&ses. Unrestricted Mission Giving and Donations incr¢4sed by just over £5,400 because there ivere significant paym¢nts out of the Holy TrRDity Mission Fund in 2025. It is PCC policy io maintain a balance on unrestri¢ted fimds which equates to approxirnafrly three to six months. unrestricted paymen to cover eMergeY situations that rnay arise from time to time. The General Fund at the end of 2025 w&s £85,470 which represents just over six months. expenditure based on the 2026 budget approved by the PCC.
Structur4 Governance and Management The Parochial Church Countil (PCC) The PCC is a coryxnte established by the Church of Fnglan(L The PCC operdles under the Parochial Church Council Power8 Measure. The PCC is a registered Cliarity. The method of appoilltment of PCC members is set out in the Clllrch Representation Rules. At Holy Trinity, the membership of the PCC consists of the irkcumbent, churchwarden4 one repr¢sentstive of Preachers Group. thtee Deanery Synod Representstives and tw¢lve members elected by those who ore on the Electoral Roll. All those who attend our servi$ or liv¢ in the paTish are encouTaged to regist¢r OD the Roll and stand for election to the PCC. The PCC are respOble for making decisions on all Dtter9 of general concern 2nd linport to the parish including how the fillmls of the PCC are to be spent. The activities plamied by the PCC wmplied with the Charity Con7mission's guidance on public benefit, and were open to (and often were intended for) Tesidents of the parish and the wider area. Reference and admlnfistralive detalls The PCC is regiSted as the chatity'The Parocbial Church Council of the Ecclesiastical Parish of Holy Trinity Southwell Notts." with cl)arity number 1132(K13. The shorter title is-Holy Trinity PCC Southwell". embershlp of the Parochlal Chureh Coun¢ Menibers of th¢ PCC are either ¢x-officio or elected by the Annual Pamchial Church Meeting (APCM) in accordan¢e with the Cburch Representstion Rules. Duritig the year, the following served as members of the PCC: embers ex-officlo Rev(L Jonathan Morley (]ncumbent from 1310112025) Cluis Stead (Chur¢hwarden until 0710712025) lan Baird-smitb (Churchwarden) Peter HalS (Deanery Synod and Diocesan Syn(Ml RepltatiVe) FioDna Ridgwell (Deanery Synod Representative)
Elected members Shelagh Baird-smith (from APCM 2025) Julie Barker Ann Clark STalllle Dent (Lay Chair) Sue Hurst Anthony Hustwayte Richard Marioribaaks ITTeasurer) Tammy Morton (from APCM 2025) Denise Parkin JuIie Payn¢ Kelly Wall Jacob Ward (from APCM 2025) Staff in Attendance (not voting) Trustee tnterest D¢nis¢ Parkin was winted Bkkee1A%s1slant Treasurer in apai(L s¢If10 role from November 2023. No trustees are remunerated for their work as trustees. DECLARATION The tThte¢s dcclare that tbey have approved the Tnte. Rq)ort above. Signed OD behalf of the cl)arity'S trustees FullNam¢:...... i p!&:!-LLL-y.......................... Signature:........... FullName:............ Date: 3.)/03.12v.'zL.......
Parocbial Chureh Council of Holy Trinfity, Southwell Charity Number 1132003 Financial Statements for the Year Ended 318t December 2025 Recelpts And Payments Accounts TOTAL 2024 Funds 2025 Not¢ Voluntary rects: Planned GivtDg Colle¢tions at seryices All otber gtvinglvoluntary receipts Gift Aid recovered I(269 1O6J49 4J52 3026 32,989 147516 109.070 2,519 4,839 19280 135.708 752 3.431 1263 5.526 395 31.726 I41.} 5.701 1.764 7.623 12237 IU37 13.370 T4)tsl reeeipts 159928 7290 167218 156,701 PAYME Churck acthlttes: 77.988 8.973 38,084 2.847 17,417 780 Clergy at staffing ¢osts Church nmnillg expenses 74,137 10.309 38,762 1,740 39,824 1847 19.606 Mi&sion givingand dotiations 2.189 14.595 780 SUB TOTAL 146.089 3.929 150,018 142.764 Assd Elllcbase IS57 Total Payments 146.089 5,028 151,117 144.721 Ei¢es$ ofpyments over retapts 13.839 2262 ifjioi 11,980 Tramsfers betw¢¢n funds 274 (274) Cash at bank and in balld at l January 141263 7578 14WI 136.861 Cash atbank aod in hand at 31 D¢¢¢mbcr 155376 9566 164,942 148.841
Parochlal Cburch Council of Hoty Trinlty, Southwell Charfity Number 1132003 Statement of Assets alld LiabRlitses TOTAL 2024 17J44 137832 17¥4 147J98 Cash in band 116,699 31 155J76 Ottter lletary ets Gift Aid recovfflknle 1067 144 li 9.171 1,386 601 11,158 425 425 Invtsthent assets 43.182 44283 A&t5 retgthed forthe chlrlty's o Musi¢ equipttlent * $1 Office equipllMt at cost Kitchen equiprnt * wst 681 3.436 4.117 681 5216 Li*blliti• Other amounts owin8 2982 1541
Parochial Church Councll of Hoty Trinity, Southwell Charlty Number 1132003 Notes Regllations 2006 using the Receipts and Paym¢nts basi& Bal lfvd Rettipts Payments Trdnsfer Bal dfivd G¢neral Fund Youth and ¢bildren's ministy Fabri CMS CPAS 70,742 30,941 30,941 752 752 752 157.409 1.118 1.118 (128.747) {13.934) 85.470 32.059 32.059 (3.433) 871 {3.433) 871 (3,433) 871 (6.983) 2,415 537 160 760 141263 (146.089 155.376 l(P/o of regular giving is alled to fourmi&sii>n parw CMS, CPAS. Ugallda Projects alld th¢ Holy Trinity Mission Fun 3.552 3.552 3552 3.552 Holy TTilliry MI&¥1 Fund Ladies Grow) 283 159 928 274 R¢stii¢ted Funds cms CPAS UgaDda projects AST income (restrACted for Miscellaneous 275 195 1573 1515 iJ65 913 254 7290 (261) (195) (954) (1.741) (1224) (653) (14) 1.619 459 341 {260) Youthwork 6.893 7578 7.147 9J66 5.028 274) T•tsi FllDds 148.841 167218 151.11 Not¢". Tr transfers out of th¢ two restrickd fimdsare iti re4>1 of gift aid receiv¢d its 2025 in respect of doDatiosJs paid over to the twtiv¢ cbarities in advance in 2024. Endowme•t FDBds Ar¢TrIald Sta1¢Y s]WTeS: The CBF Church of England Prop¢ty 8.842.82 slwes geneTrtsJ inc1)n of £587.16 (2024 £584.5l). Marke¢ value at 31stDec¢mlv 225 Wds £11,127.80 (2024 £10.893.4n. The CBF Chwch of England IDvesttnent Fund 1.444 shaT¢S g¢DeratryJ income of £927.78 {2024 £%)6.10). Market value at 31st D¢wnber 2025 was £31054.35 (2024 £33J89.18). Total lliarketV8lue £43.182.15 at 31st Decembtt 2025 (£44282.65 at 31stDecember 2(Y24). The illeortte g¢n¢r&ted is placed in the AST restricted is for¢xpenditure on nN*ic under the restrtctiolls pts¢ed on the onn81 endtswDML
Parochial Church Couneil of Holy Trinity. Southwell Charity Number 1132003 Further Analysis of Recelpts and Payments Accounts Receipts TOTAL 2025 All other givinglvolulltary receipts Donations Itgacies 395 3.431 3J26 3.767 1,072 4.839 395 3.431 3826 Prior year totsI includes £2.857 of R¢stsi Fund inco Investmettt knme: Hallougbton R(Ydd Land rent Dividends 250 1.490 lJ15 249 5,451 5.701 7.465 7.623 Prioryear total inchth £1.674 ofR¢stridEd Fund inco. Churcb activltles: F¢¢s for wethling and fimerals 3,092 1920 2J23 4511 391 5,140 1.927 1.816 3,817 457 213 13,370 1.920 2J23 4511 391 Toddlers Connections Youth Events 12237 12237
Parochial Church Council of Holy Trinity. Southwell Charity Iyumber 11321M13 Further Analysls of Reeeipts and Payments Accounts Payments TOTAL 2025 2024 Clergy and ststrm2 costs.. Admiaistrative salaries Vi¢ors penSeS Clergylvisiting s* fees 8291 682 8.968 lJ41 10,309 8.973 13 Church running ee1$es. Mvsir and licences 130 1.740 1.582 Upkeep of SiCeS Publicity l Adv¢rtKsing Cleaning Materials GAS and El¢ctricity ]nsurance premiun Postage and5tstionery Telepbojke. Enllil And Other Office Costs Bank charges Kiteheo Costs Conference5 and Trdining HallougbtOD Road kn]d waterrdks 1.089 595 202 17.565 3.881 432 2254 695 1.768 14 1.871 1,206 320 16.486 3.648 448 1.554 690 1,208 595 202 17A65 3NI 432 2254 1.768 14 39 3J20 I.IK)5 362 357 978 3.189 399 38.762 1647 2ffj47 Youth work Children's w Alpha AIMI Aduh oUtrh Todd15 Conn¢¢cions / Mo1[Dts Pastoral care 414 554 1.023 3.648 112 38.084 414 1023 112 39,824 1.740 Priorye8r totsl iti¢ludes £1.570 ofRestricted Fund ex1 10
Parochlal Church Council of Hoty Trinity, Southwell Charity Iyumber 1132003 FJrther Analysis of Receipts gnd Payments Accounts Payments TOTAL TOTAL Fwids 2025 Chureh repatrs and maintsnaD¢e: Toilet repaiTS / repia¢¢ments Dis¢orneetinglconnecting kitchen ov Dishwasher repairs I s¢rvice Roof I gutterl drain works 47 47 361 1,191 588 31X) 930 469 513 1847 216 1.8l8 Ar¢hiteeVs f 469 513 2N7 595 Mlsslon Giving don*lloMs: Church Mission Society (CMS) Chur¢h Pastoral Aid Soctety (CPAS) Uganda ChTiStian IDSL & Kefraroa Sch] Hoty TTinity Mission Fuad- other projects Te8rfimd Refugee Roots SASRA Other gkving & grants 5.433 4.483 4.433 2.918 261 195 954 3.772 3.759 3.703 4,678 5J87 2918 653 .781 133 170 373 14.595 126 126 150 19,606 150 17.417 2,189 Plioryear totsl in¢lud¢s £2.635 of Restrirt FutMI expeIllre. 11
Independent Exarniner's Report to the membersltrustees of Holy Trinity Church, Southwell. Parochial Church Council IPCCI I report to the membersliruslees on my examination of the acLX)unts of Holy Trinriy Church for the year ended 31 ' December 2025. Responsibilities and basis of report As the charity tnjslees of the PCC you are responsible for the preparation ofthe accounts in aOrdance with the requiremenls of the Charities Act 2011. l report in respect of my examination of the PCC'S accounts carried oul under section 145 of the 2011 Act and in carrying out my examination I have followed all the applicable Directions given by the Charity Commi$5ion under seCtn 145(5)Ib) of the Act. Independent Examiner's Statement I have completed my examination. I confim that no material matters have rA)me to rny attention in connection with the examination grving me cause to believe that in any materi81 respect.. accounting records were not kepl in respect of the Trust as required by sec*ion 130 of the Act- or the accounts do not acco with Ihose records. I have no concems and have come across no other matter5 in connection with the exarninalion to which attention shoukl be drawn in this report in 0er lo enable a proper understanding of the accounts lo be aChed. C. A Bolitho FMAAT, W. H. Clifford & Co.. Accountants. Easthorpe, Southwell. Notts. NG25 OHX Date: 7" April 2026