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2023-12-31-accounts

REGISTERED CHARITY NUMBER: 1132070

REPORT OF THE TRUSTEES AND

UNAUDITED FINANCIAL STATEMENTS

FOR THE YEAR ENDED 31 DECEMBER 2023

FOR

ST. MARY'S CHURCH, CHIPPING NORTON PCC

Bronsens Chartered Certified Accountants Eden House Two Rivers Business Park Witney Oxfordshire OX28 4BL

ST. MARY'S CHURCH, CHIPPING NORTON PCC

CONTENTS OF THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 DECEMBER 2023

Page
Reference and Administrative Details 1
Report of the Trustees 2 to 3
Independent Examiner's Report 4
Statement of Financial Activities 5
Balance Sheet 6
Notes to the Financial Statements 7 to 16
Detailed Statement of Financial Activities 17 to 18

ST. MARY'S CHURCH, CHIPPING NORTON PCC

REFERENCE AND ADMINISTRATIVE DETAILS FOR THE YEAR ENDED 31 DECEMBER 2023

TRUSTEES

PRINCIPAL ADDRESS

REGISTERED CHARITY NUMBER

INDEPENDENT EXAMINER

BANKERS

Rev J E Kennedy Mr B Rees Mr B Waddilove Mr G A Povey Ms N Riley Mrs L Carpenter Mr T Woolcock Rev J Marshall Mr P A J Williams Mr M Carpenter Mrs J M Graves Mrs Y Champion Mrs M Carter Mrs D Ritsperis Mrs V Martin Mr A Ritsperis Mr K Fowler Mr T Bodeker Church Office The Parish Rooms Church Street Chipping Norton Oxfordshire OX7 5NT 1132070 Bronsens Chartered Certified Accountants Eden House Two Rivers Business Park Witney Oxfordshire OX28 4BL CAF Bank Limited 25 Kings Hill Avenue Kings Hill West Malling Kent ME19 4JQ

Page 1

ST. MARY'S CHURCH, CHIPPING NORTON PCC

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 DECEMBER 2023

The trustees present their report with the financial statements of the charity for the year ended 31 December 2023. The trustees have adopted the provisions of Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019).

OBJECTIVES AND ACTIVITIES

Aim and Purposes

The objectives of the PCC are to promote in the ecclesiastical parish the whole mission of the Church.

Objectives and activities

Family

Being a true and lively family is important to us - a whole family in unity, with people of all ages embraced and valued. Like any family, we try to have fun together, and to invest in friendship and relationship with each other. We also recognise and celebrate our belonging within the wider Church, working together with other denominations as much as we can, and drawing strength from our own place as part of the Oxford Diocese, in the Church of England.

Nurture

Families care for each other. At St. Mary's it is no different. We take our responsibilities seriously to share what we have whenever we perceive a need. We seek always to support and encourage one another, extending God's grace practically by caring for each other, listening, and bringing strength to each other however we can.

Growth

We want St. Mary's to be a place where people are always growing spiritually - through faithful Bible teaching, training, and exercising faith, through obedience, surrender and through commitment to serve.

Community

Our place in Chipping Norton is to love our whole community, and to be found at the heart of our community. We are called to be an outward focused church, reaching out whenever we find doors opening.

Witness

We desire to share the good news of Jesus, proclaiming it afresh to each generation here in our local community and playing our part in taking the good news to all corners of the world so that we can share in the joy of seeing lives changed by his life-giving love.

Service

At St. Mary's we are uniquely placed to know and to serve our whole community and so we actively seek to step out constantly in compassion, coming alongside the lost and the vulnerable, no longer living for ourselves, but for the one who died for us.

ACHIEVEMENT AND PERFORMANCE

Charitable activities

For a review of our achievements and performance during 2023 please refer to "Annual Report 2023".

FINANCIAL REVIEW

Financial review

During the year the total income amounted to £376,765 (2022: £325,626) and expenditure was £429,223 (2022: £329,164). At 31 December 2023, total funds stood at £201,542 (2022: £254,000), made up of unrestricted funds of £106,948 (2022: £55,990) and restricted funds of £94,594 (2022: £198,010).

Reserves policy

The charity considers that it is not necessary to hold a set level of reserves as the charity's ongoing activities can expand or contract in line with the standing orders, donations and grants available. Should an unusual obligation arise, the Trustees are confident that sufficient funds can be sought from congregation members and from grant income, therefore, all of the funds held are available to be used for the charity's activities.

Page 2

ST. MARY'S CHURCH, CHIPPING NORTON PCC

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 DECEMBER 2023

STRUCTURE, GOVERNANCE AND MANAGEMENT

Governing document

The charity is controlled by its governing document, a deed of trust and constitutes an unincorporated charity.

Charity constitution

The organisation is an unincorporated charity, having registered with the Charity Commission on 9 October 2009.

Induction and training of new trustees

The method of appointment of PCC members is set out in the Church Representation Rules. At St. Mary's the membership of the PCC consists of the incumbent (our vicar), churchwardens and members elected by those members of the congregation who are on the Electoral Roll of the church. All those who attend our services are encouraged to register on the Electoral Roll.

The PCC members are responsible for making decisions on all matters of general concern and importance to the parish including deciding how the funds of the PCC are to be spent. New members receive initial training into the workings of the PCC.

Approved by order of the board of trustees on 12[th] March 2024 and signed on its behalf by:

................................................................. Rev J E Kennedy - Trustee

Page 3

INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF ST. MARY'S CHURCH, CHIPPING NORTON PCC

Independent examiner's report to the trustees of St. Mary's Church, Chipping Norton PCC

I report to the charity trustees on my examination of the accounts of St. Mary's Church, Chipping Norton PCC (the Trust) for the year ended 31 December 2023.

Responsibilities and basis of report

As the charity trustees of the Trust you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 ('the Act').

I report in respect of my examination of the Trust's accounts carried out under Section 145 of the Act and in carrying out my examination I have followed all applicable Directions given by the Charity Commission under Section 145(5)(b) of the Act.

Independent examiner's statement

Since your charity's gross income exceeded £250,000 your examiner must be a member of a listed body. I can confirm that I am qualified to undertake the examination because I am a member of the Institute of Chartered Accountants in England and Wales, which is one of the listed bodies.

I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:

  1. accounting records were not kept in respect of the Trust as required by Section 130 of the Act; or 2. the accounts do not accord with those records; or

  2. the accounts do not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a true and fair 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 connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.

Philip Burton BSc FCA

Bronsens Chartered Certified Accountants Eden House Two Rivers Business Park Witney Oxfordshire OX28 4BL

Date: 12[th] March 2024

Page 4

ST. MARY'S CHURCH, CHIPPING NORTON PCC

STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31 DECEMBER 2023

Unrestricted
funds
Notes
£
INCOME AND ENDOWMENTS FROM
Donations and legacies
231,171
Charitable activities
2
13,171
Investment income
3
152
Total
244,494
EXPENDITURE ON
Charitable activities
Worship
22,290
Community
22,436
Mission
13,630
Support costs
137,431
Other
-
Total
195,787
NET INCOME/(EXPENDITURE)
48,707
Transfers between funds
9
2,251
Net movement in funds
50,958
RECONCILIATION OF FUNDS
Total funds brought forward
55,990
TOTAL FUNDS CARRIED FORWARD
106,948
Restricted
funds
£
121,149
6,025
5,097
132,271
65,246
14,756
128,694
24,740
-
233,436
(101,165)
(2,251)
(103,416)
198,010
94,594
31.12.23
Total
funds
£
352,320
19,196
5,249
376,765
87,536
37,192
142,324
162,171
-
429,223
(52,458)
-
(52,458)
254,000
201,542
31.12.22
Total
funds
£
305,420
19,054
1,152
325,626
18,737
50,827
71,826
182,002
5,772
329,164
(3,538)
-
(3,538)
257,538
254,000

The notes form part of these financial statements

Page 5

ST. MARY'S CHURCH, CHIPPING NORTON PCC

BALANCE SHEET 31 DECEMBER 2023

Unrestricted
funds
Notes
£
FIXED ASSETS
Tangible assets
6
18,500
CURRENT ASSETS
Debtors
7
174
Cash at bank and in hand
100,722
100,896
CREDITORS
Amounts falling due within one year
8
(12,448)
NET CURRENT ASSETS
88,448
TOTAL ASSETS LESS CURRENT
LIABILITIES
106,948
NET ASSETS
106,948
FUNDS
9
Unrestricted funds
Restricted funds
TOTAL FUNDS
Restricted
funds
£
-
-
94,594
94,594
-
94,594
94,594
94,594
31.12.23
Total
funds
£
18,500
174
195,316
195,490
(12,448)
183,042
201,542
201,542
106,948
94,594
201,542
31.12.22
Total
funds
£
18,500
1,447
243,690
245,137
(9,637)
235,500
254,000
254,000
55,990
198,010
254,000

The financial statements were approved by the Board of Trustees and authorised for issue on 12[th] March 2024 and were signed on its behalf by:

----- Start of picture text -----
.............................................
Rev J E Kennedy - Trustee
.............................................
Mr T Bodeker - Trustee
----- End of picture text -----

The notes form part of these financial statements

Page 6

ST. MARY'S CHURCH, CHIPPING NORTON PCC

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 DECEMBER 2023

1. ACCOUNTING POLICIES

Basis of preparing the financial statements

The financial statements of the charity, which is a public benefit entity under FRS 102, have been prepared in accordance with the Charities SORP (FRS 102) 'Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019)', Financial Reporting Standard 102 'The Financial Reporting Standard applicable in the UK and Republic of Ireland' and the Charities Act 2011. The financial statements have been prepared under the historical cost convention.

Income

All income is recognised in the Statement of Financial Activities once the charity has entitlement to the funds, it is probable that the income will be received and the amount can be measured reliably.

Income from donations and legacies is received by way of grants, donations and gifts. Donations are included in full in the Statement of Financial Activities on their receipt. Grants, where entitlement is not conditional on the delivery of a specific performance by the charity, are recognised when the formal offer of funding is communicated in writing to the charity. During the reporting period, grants of £800 (2022: £3,247) were received from local councils.

Gift Aid receivable is included in income when there is a valid declaration from the donor. Any Gift Aid amount recovered on a donation is considered to be part of that gift and is treated as an addition to the same fund as the initial donation unless the donor or the terms of the appeal have specified otherwise.

Interest income is included in the accounts when receipt is probable, and the amount receivable can be measured reliably.

The value of any volunteer help received is not included in the accounts but is described in the trustees' annual report.

Expenditure and liabilities

Liabilities are recognised as expenditure as soon as there is a legal or constructive obligation committing the charity to that expenditure, it is probable that a transfer of economic benefits will be required in settlement and the amount of the obligation can be measured reliably.

Support costs are those functions that assist the work of the charity but do not directly undertake charitable activities. These costs have been allocated to activity cost categories in proportion with direct expenditure on charitable activities (excluding exceptional items).

Creditors are measured at settlement amounts. No material item of deferred income has been included in the accounts. No provisions for liabilities have been recorded.

Tangible fixed assets

Tangible fixed assets are valued at cost. They are capitalised if they can be used for more than one year and cost at least £500. Fixtures, fittings and equipment are depreciated on a straight line basis over three years.

Taxation

The charity is exempt from tax on its charitable activities.

Fund accounting

Unrestricted funds can be used in accordance with the charitable objectives at the discretion of the trustees.

Restricted funds can only be used for particular restricted purposes within the objects of the charity. Restrictions arise when specified by the donor or when funds are raised for particular restricted purposes.

Page 7

continued...

ST. MARY'S CHURCH, CHIPPING NORTON PCC

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 DECEMBER 2023

1. ACCOUNTING POLICIES - continued

Fund accounting

Further explanation of the nature and purpose of each fund is included in the notes to the financial statements.

Going concern

There are no material uncertainties related to events or conditions that cast significant doubt on the charity's ability to continue as a going concern

2. CHARITABLE ACTIVITIES

3.

CHARITABLE ACTIVITIES
31.12.23 31.12.22
£ £
T1: Hire of church building 1,931 891
T2: Hire of parish rooms 2,610 2,949
T9: Other trading income 892 -
The Branch Reimbursed expenses 1,537 3,133
A1: Coffees, lunches etc 2 19
A3: Women's events 1,460 840
A4: Youth events 7,055 6,543
A6: PCC fees 2,804 4,564
A7: Administrator costs reimbursed - 115
A9: Events 300 -
A10: Income from services 605 -
19,196 19,054
INVESTMENT INCOME
31.12.23 31.12.22
£ £
I1: Bank interest receivable 5,249 1,152

4. TRUSTEES' REMUNERATION AND BENEFITS

There were no trustees' remuneration or other benefits for the year ended 31 December 2023 nor for the year ended 31 December 2022.

Trustees' expenses

There were no trustees' expenses paid for the year ended 31 December 2023 nor for the year ended 31 December 2022.

5. COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES

Unrestricted
funds
£
INCOME AND ENDOWMENTS FROM
Donations and legacies
170,137
Charitable activities
12,512
Investment income
51
Total
182,700
Restricted
funds
£
135,283
6,542
1,101
142,926
Total
funds
£
305,420
19,054
1,152
325,626

Page 8

continued...

ST. MARY'S CHURCH, CHIPPING NORTON PCC

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 DECEMBER 2023

5. COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES - continued COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES - continued COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES - continued
Unrestricted Restricted Total
EXPENDITURE ON funds funds funds
£ £ £
Charitable activities
Worship 16,780 1,957 18,737
Community 10,854 39,973 50,827
Mission 19,877 51,949 71,826
Support costs 128,688 53,314 182,002
Other 5,772 - 5,772
Total 181,971 147,193 329,164
NET INCOME/(EXPENDITURE) 729 (4,267) (3,538)
Transfers between funds (1,861) 1,861 -
Net movement in funds (1,132) (2,406) (3,538)
RECONCILIATION OF FUNDS
Total funds brought forward 57,122 200,416 257,538
TOTAL FUNDS CARRIED FORWARD 55,990 198,010 254,000
6. TANGIBLE FIXED ASSETS
Freehold
property
£
COST
At 1 January 2023 and
31 December 2023 18,500
NET BOOK VALUE
At 31 December 2023 18,500
At 31 December 2022 18,500
7. DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
31.12.23 31.12.22
£ £
Other debtors 174 1,447
8. CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
31.12.23 31.12.22
£ £
Accruals and deferred income 12,448 9,637

Page 9

continued...

ST. MARY'S CHURCH, CHIPPING NORTON PCC

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 DECEMBER 2023

9. MOVEMENT IN FUNDS

Unrestricted funds
General fund
137 Cornish Rd
Equipment
Missions
Outreach
Projects
Teaching Post
Vicar's Fund
New Ground
John Energy
Gift Day
Restricted funds
Bells
Bereavement
Big Give
Building Church
Building Project
CAP
CNACT grant
Creating Space
Development Fund
Envision (Tech)
Fabric
Flower Fund
Freedom
Green Templeton
Kintsugi Hope
Kitchen
Life Skills
Living Stones
Long Lartin
Men United
Minis
Outreach
Parker
Remix
RRF
Teaching Post
Youth
Youth mentoring
Youth trip
Fuel Poverty
Remix S106 Theatre
Children & families
Clergy & worship
TOTAL FUNDS
At 1.1.23
£
11,673
18,500
1,726
13,394
-
10,024
379
294
-
-
-
55,990
1,880
207
16,860
2,742
128,241
8,531
407
2,038
1,540
553
100
785
5,621
10,830
595
170
417
533
93
315
647
-
167
573
100
-
1,325
-
-
10,890
1,850
-
-
198,010
254,000
Net
movement
in funds
£
26,225
-
-
(9,280)
(2,076)
(1,446)
(379)
(187)
(1,707)
4,112
33,445
48,707
245
-
(13,914)
1,370
(102,472)
(3,048)
(270)
(2,038)
(998)
(322)
-
(244)
(6)
6,865
(447)
(50)
(382)
-
(81)
-
(503)
174
(167)
(293)
(100)
8,601
8,315
(1,200)
2,483
(3,518)
(290)
875
250
(101,165)
(52,458)
Transfers
between
funds
£
(17,096)
-
-
15,247
2,300
-
-
-
1,800
-
-
2,251
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
(12)
-
-
-
-
-
-
-
(1,200)
1,200
(2,239)
-
-
-
-
(2,251)
-
At
31.12.23
£
20,802
18,500
1,726
19,361
224
8,578
-
107
93
4,112
33,445
106,948
2,125
207
2,946
4,112
25,769
5,483
137
-
542
231
100
541
5,615
17,695
148
120
35
533
-
315
144
174
-
280
-
8,601
8,440
-
244
7,372
1,560
875
250
94,594
201,542

Page 10

continued...

ST. MARY'S CHURCH, CHIPPING NORTON PCC

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 DECEMBER 2023

9. MOVEMENT IN FUNDS - continued

Net movement in funds, included in the above are as follows:

Unrestricted funds
General fund
Missions
Outreach
Projects
Teaching Post
Vicar's Fund
New Ground
John Energy
Gift Day
Restricted funds
Bells
Big Give
Building Church
Building Project
CAP
CNACT grant
Creating Space
Development Fund
Envision (Tech)
Flower Fund
Freedom
Green Templeton
Kintsugi Hope
Kitchen
Life Skills
Long Lartin
Minis
Outreach
Parker
Remix
RRF
Teaching Post
Youth
Youth mentoring
Youth trip
Fuel Poverty
Remix S106 Theatre
Children & families
Clergy & worship
TOTAL FUNDS
Incoming
resources
£
206,937
-
-
-
-
-
-
4,112
33,445
244,494
523
-
1,370
62,587
4,886
-
-
11,902
-
-
-
13,200
-
-
-
-
-
3,600
-
598
-
12,000
8,375
1,011
7,844
3,250
-
875
250
132,271
376,765
Resources
Movement
expended
in funds
£
£
(180,712)
26,225
(9,280)
(9,280)
(2,076)
(2,076)
(1,446)
(1,446)
(379)
(379)
(187)
(187)
(1,707)
(1,707)
-
4,112
-
33,445
(195,787)
48,707
(278)
245
(13,914)
(13,914)
-
1,370
(165,059)
(102,472)
(7,934)
(3,048)
(270)
(270)
(2,038)
(2,038)
(12,900)
(998)
(322)
(322)
(244)
(244)
(6)
(6)
(6,335)
6,865
(447)
(447)
(50)
(50)
(382)
(382)
(81)
(81)
(503)
(503)
(3,426)
174
(167)
(167)
(891)
(293)
(100)
(100)
(3,399)
8,601
(60)
8,315
(2,211)
(1,200)
(5,361)
2,483
(6,768)
(3,518)
(290)
(290)
-
875
-
250
(233,436)
(101,165)
(429,223)
(52,458)

Page 11

continued...

ST. MARY'S CHURCH, CHIPPING NORTON PCC

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 DECEMBER 2023

9. MOVEMENT IN FUNDS - continued

Comparatives for movement in funds

Unrestricted funds
General fund
137 Cornish Rd
Equipment
Fixed Assets
Missions
Nurture Room
Outreach
Over Norton
Projects
Reserves Fund
Teaching Post
Vicar's Fund
New Ground
Ukraine
Restricted funds
Bells
Bereavement
Big Give
Building Church
Building Project
CAP
CNACT grant
Creating Space
Development Fund
Envision (Tech)
Fabric
Flower Fund
Freedom
Green Templeton
HAF
Kintsugi Hope
Kitchen
Life Skills
Living Stones
Long Lartin
Market Place
Men United
Minis
Nurture Room
Outreach
Parker
Remix
RRF
Teaching Post
Vulnerable families
Youth
Youth trip
Fuel Poverty
Give Hope
At 1.1.22
£
8,077
18,500
1,726
5,772
15,011
277
4
216
2,745
5
4,000
789
-
-
57,122
1,850
207
27,660
1,372
77,534
7,970
4,023
4,792
5,786
553
100
1,058
5,492
6,414
3,551
2,000
170
1,233
533
93
30,150
315
122
39
3,688
915
211
4,451
7,288
450
396
-
-
-
Net
movement
in funds
£
15,559
-
-
-
(12,688)
(514)
(2,280)
-
7,279
-
(4,000)
(495)
(1,800)
(332)
729
30
-
(9,800)
1,370
50,707
561
(3,616)
(2,754)
(4,246)
-
-
(273)
129
4,416
(3,552)
(405)
-
(816)
-
-
(30,150)
-
525
(40)
(3,687)
(748)
362
(4,351)
(6,909)
(450)
929
(2,239)
10,890
(2,000)
Transfers
between
funds
£
(11,963)
-
-
(5,772)
11,071
237
2,276
(216)
-
(5)
379
-
1,800
332
(1,861)
-
-
(1,000)
-
-
-
-
-
-
-
-
-
-
-
1
(1,000)
-
-
-
-
-
-
-
1
(1)
-
-
-
(379)
-
-
2,239
-
2,000
At
31.12.22
£
11,673
18,500
1,726
-
13,394
-
-
-
10,024
-
379
294
-
-
55,990
1,880
207
16,860
2,742
128,241
8,531
407
2,038
1,540
553
100
785
5,621
10,830
-
595
170
417
533
93
-
315
647
-
-
167
573
100
-
-
1,325
-
10,890
-

Page 12

continued...

ST. MARY'S CHURCH, CHIPPING NORTON PCC

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 DECEMBER 2023

9.
MOVEMENT IN FUNDS - continued
Remix S106 Theatre
-
1,850
200,416
(4,267)
TOTAL FUNDS
257,538
(3,538)
Comparative net movement in funds, included in the above are as follows:
Incoming
resources
£
Unrestricted funds
General fund
169,711
Missions
-
Nurture Room
-
Outreach
-
Projects
12,500
Teaching Post
-
Vicar's Fund
-
New Ground
-
Ukraine
489
182,700
Restricted funds
Bells
30
Big Give
-
Building Church
1,370
Building Project
51,669
CAP
3,493
CNACT grant
6,500
Creating Space
-
Development Fund
18,523
Flower Fund
-
Freedom
270
Green Templeton
26,400
HAF
-
Kintsugi Hope
-
Life Skills
-
Market Place
-
Minis
525
Nurture Room
-
Outreach
4,878
Parker
1,200
Reed
250
Remix
5,359
RRF
-
Teaching Post
-
Vulnerable families
-
Youth
1,329
Youth trip
5,470
Fuel Poverty
13,085
Give Hope
-
Remix S106 Theatre
2,575
142,926
TOTAL FUNDS
325,626
-
1,850
1,861
198,010
-
254,000

Resources
Movement
expended
in funds
£
£
(154,152)
15,559
(12,688)
(12,688)
(514)
(514)
(2,280)
(2,280)
(5,221)
7,279
(4,000)
(4,000)
(495)
(495)
(1,800)
(1,800)
(821)
(332)
(181,971)
729
-
30
(9,800)
(9,800)
-
1,370
(962)
50,707
(2,932)
561
(10,116)
(3,616)
(2,754)
(2,754)
(22,769)
(4,246)
(273)
(273)
(141)
129
(21,984)
4,416
(3,552)
(3,552)
(405)
(405)
(816)
(816)
(30,150)
(30,150)
-
525
(40)
(40)
(8,565)
(3,687)
(1,948)
(748)
(250)
-
(4,997)
362
(4,351)
(4,351)
(6,909)
(6,909)
(450)
(450)
(400)
929
(7,709)
(2,239)
(2,195)
10,890
(2,000)
(2,000)
(725)
1,850
(147,193)
(4,267)
(329,164)
(3,538)

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continued...

ST. MARY'S CHURCH, CHIPPING NORTON PCC

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 DECEMBER 2023

9. MOVEMENT IN FUNDS - continued

Details of the purpose of charity funds are as follows:

Unrestricted funds

137 Cornish Road Over Norton Equipment Fixed Assets Missions Nurture Room Outreach Projects Reserves Fund Vicar's Fund Youth Teaching Post New Ground Ukraine Gift Day

Residential Building Held for Over Norton chapel Set aside to replace equipment Unrestricted fixed assets For missions home and overseas To be spent on Nurture Room Set aside for local outreach Set aside for special projects Set aside for when needed To be used at vicar's discretion To be spent on youth projects Teaching Pastor Supporting local coffee business Supporting Ukrainian guests in Chipping Norton Fundraising for church and community projects

Restricted funds

Bells Bereavement Big Give Building Project Building Church CAP CNACT grant Covid-19 response Creating Space Envision (Tech) Flower Fund Freedom Kitchen Living Stones Life Skills Long Lartin Market Place Men United Minis Nurture Room Outreach Parker Reed RRF Tearfund ZOE Vulnerable families WOX Youth Development Fund Fabric Green Templeton HAF Kintsugi Hope Love Christmas OCF Grant Remix Teaching Post

To be spent on bells Towards bereavement support For aims of Big Give campaign To be spent on building project For church building project To be spent on CAP From CNACT for youth/children For Covid-19 response For family wellbeing workshops For improving tech at church To be spent on flowers For domestic abuse projects For kitchen improvements Restricted to Living Stones To be spent on CAP Life Skills For resources at Long Lartin For the building at Market Place For men's ministry For Minis toddler group To be spent on Nurture Room To be spent on local outreach For outreach salaries For food support For Covid and family support Donations etc. for Tearfund ZOE To support vulnerable families To be spent on food deliveries For youth work Grant for Youth and Childrens worker Church Fabric Fund Support Medical Student Holiday Activities & Food Programme Give Hope campaign grant Grant for Covid work Food delivery and Covid work Weekly Youth Club at Glyme Hall Teaching Pastor

Page 14

continued...

ST. MARY'S CHURCH, CHIPPING NORTON PCC

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 DECEMBER 2023

Youth Trip Fuel Poverty Give Hope Remix S106 Theatre Clergy & worship Children & families John Energy

Youth Away Day fund Energy Crisis Fund For Child Mental Health Grant from Chipping Norton Theatre for Youth Club To fund clergy and worship activities Children and family ministry work Donations towards fuel poverty

Page 15

continued...

ST. MARY'S CHURCH, CHIPPING NORTON PCC

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 DECEMBER 2023

10. RELATED PARTY DISCLOSURES

The PCC of St. Mary's Church, Chipping Norton has a close relationship with The Chipping Norton Area Christian Trust (1158463); staff and volunteers from each organisation having worked together throughout the year on youth and children's projects. The Chair of The Chipping Norton Area Christian Trust, Rev Dr James Kennedy, is also the Chair of the PCC of St. Mary's Church, Chipping Norton. Staff employed by the Chipping Norton Area Christian Trust use office space at premises belonging to the PCC of St. Mary's, Chipping Norton at no cost.

During the year The Chipping Norton Area Christian Trust made grants of £nil (2022: £6,500) to the PCC of St. Mary's Church, Chipping Norton for youth and children's projects as well as the training, expenses and accommodation of staff employed by The Chipping Norton Area Christian Trust. At 31 December 2022 a balance of £137 (2022: £407) remained unspent and the balance has been carried forward for use in future periods.

The PCC of St. Mary's Church, Chipping Norton has a close relationship with The Branch Trust, Chipping Norton (1191055), the staff and trustees of The PCC of St. Mary's Church, Chipping Norton having set up The Branch Trust, Chipping Norton during 2020 in order for the two charities to work together in a mutually beneficial way.

The Chair of The Branch Trust, Chipping Norton, Emma Kennedy, is a close family member of the Chair of The PCC of St. Mary's Church, Chipping Norton, Rev Dr James Kennedy. During the year, the PCC of St. Mary's Church, Chipping Norton made donations of £100,961 (2022: £nil) to The Branch Trust, Chipping Norton.

Page 16

ST. MARY'S CHURCH, CHIPPING NORTON PCC

DETAILED STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31 DECEMBER 2023

31.12.23 31.12.22
£ £
INCOME AND ENDOWMENTS
Donations and legacies
Donations 304,857 262,278
D8 Gift Aid recovered 47,463 43,142
352,320 305,420
Charitable activities
T1: Hire of church building 1,931 891
T2: Hire of parish rooms 2,610 2,949
T9: Other trading income 892 -
The Branch Reimbursed expenses 1,537 3,133
A1: Coffees, lunches etc 2 19
A3: Women's events 1,460 840
A4: Youth events 7,055 6,543
A6: PCC fees 2,804 4,564
A7: Administrator costs reimbursed - 115
A9: Events 300 -
A10: Income from services 605 -
19,196 19,054
Investment income
I1: Bank interest receivable 5,249 1,152
Total incoming resources 376,765 325,626
EXPENDITURE
Charitable activities
W1: Worship general 4,378 3,128
W2: Worship - hospitality 4,622 4,366
W3: Worship - PA/AV equipment 332 10
W4: Worship - Children on Sundays 1,321 1,091
W5: Worship - Church maintenance 64,119 4,039
W6: Worship - Church cleaning 2,469 2,172
W7: Worship - Church utilities 8,905 3,931
W8: Worship - Church building plans 1,390 -
C1: Community - marriage and parenting 87 165
C10: Community - Parish Rooms utilities 5,810 2,427
C11: Community - 137 maintenance 3,410 5,123
C12: Community - older 467 111
C2: Community - children 7,495 1,871
C3: Community - youth 13,800 35,996
C4: Community - women 909 648
C6: Community - small groups 210 55
C8 Community - Parish Rooms maintenance 2,699 1,942
C9: Community - Parish Rooms cleaning 2,305 2,489
M1: Mission - church led community
engagement - 318
Carried forward 124,728 69,882

This page does not form part of the statutory financial statements

Page 17

ST. MARY'S CHURCH, CHIPPING NORTON PCC

DETAILED STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31 DECEMBER 2023

31.12.23 31.12.22
£ £
Charitable activities
Brought forward 124,728 69,882
M2: Mission - church led - Alpha 388 698
M3: Mission - church led - CAP 3,306 3,425
M4: Mission - church led - Schools/nurture 2,850 922
M5: Mission - church led - Social Action 22,848 45,181
M6: Mission - church led - Freedom 457 4,222
M8: Mission - church led Community
outreach 1,897 4,657
7.4: Mission - other 110,578 12,403
O1: Photocopying 2,615 2,574
O2: Postage and stationery 784 875
O3: Telephones 1,686 1,462
O4: Publicity 381 1,662
O5: Information technology 2,365 4,007
O6: Other admin costs 748 1,056
O7: Insurance 5,687 5,232
S1: Staff costs - parish share 65,643 60,834
S2: Staff costs - salaries and wages 66,557 51,883
S4: Staff costs - pensions 2,223 769
S5: Staff costs - Staff/PCC/ volunteer
training 4,744 2,697
S6: Staff costs - accommodation 326 10,909
S7: Staff costs - working expenses 2,189 1,346
S8: Staff costs - staff/ volunteer gifts and
recognition 1,600 2,448
B2: Major capital expenditure - set-up costs - 30,150
Z1: Accountancy fees 4,124 3,598
Z2: Bank charges 499 500
429,223 323,392
Support costs
Governance costs
Loss on sale of tangible fixed assets - 5,772
Total resources expended 429,223 329,164
Net expenditure (52,458) (3,538)

This page does not form part of the statutory financial statements

Page 18