REGISTERED CHARITY NUMBER: 1132096
REPORT OF THE TRUSTEES AND
UNAUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED 31ST DECEMBER 2024
FOR
Shottery St. Andrews Church
Pointon Young Chartered Accountants 5 Mansell Street Stratford upon Avon Warwickshire CV37 6NR
Shottery St. Andrews Church
CONTENTS OF THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31ST DECEMBER 2024
| Page | |
|---|---|
| Annual report of the PCC | 1 to 2 |
| Independent Examiner's Report | 3 |
| Statement of Financial Activities | 4 |
| Balance Sheet | 5 |
| Notes to the Financial Statements | 6 to 12 |
| Detailed Statement of Financial Activities | 13 to 14 |
Shottery St. Andrews Church
ANNUAL REPORT OF THE PCC FOR THE YEAR ENDED 31ST DECEMBER 2024
Administrative information
St Andrew's Church is situated in Church Lane, Shottery on the western edge of the town of Stratford-on-Avon and close to Anne Hathaway's Cottage. It is part of the Fosse Deanery within the Diocese of Coventry within the Church of England. The correspondence address is St. Andrew's Vicarage, Church Lane, Shottery, Stratford-upon-Avon, Warwickshire, CV37 9HQ.
Website : www.saintandrewsshottery.org
Incumbent (Vicar): Reverend Craig McClellan BA
Assistant Curate : Reverend Sarah Cushing
Associate Ministers: Reverend Dr Paul Edmonds & Reverend Dr Nikki Moon
Clergy with Permission to Officiate : Revd. Mary Crameri, Revd. Joy Hance
Assisting Minister: Revd Joan Whyman
Reader: Mrs. Jan Walker
Churchwardens: Mr Robert Macvie & Mrs Orion Johnson Assistant Churchwardens: Liz Talbot & Bob Robbins Churchwardens Emeriti: David Challis & Jackie Daniels
Deanery Synod Reps: Orion Johnson, Bob Macvie, Hillary Mattocks, Julie Milne
Parochial Church Council
Members: Revd Craig McClellan (Chair), Orion Johnson (Churchwarden), Bob Macvie (Churchwarden), Jackie Daniels, Julie Milne, Isaac Alun-Jones, Bob Robbins, Richard Walker, Clodagh Mallison, Hilary Mattocks, Chris Susnik, Carole Taylor, David Millington, Jan Walker, David Whyman, Liz Talbot, Jenny Gregg, Licensed parish clergy.
Vice Chair: Churchwardens Treasurer : Carole Taylor Secretary: David Millington
Safeguarding Officer : David Millington
PCC Standing Committee: Revd Craig McClellan, Bob Macvie, Carole Taylor, David Millington, Liz Talbot, Bob Robbins.
PCC Working Groups : Worship & Nurture, Mission & Outreach, Fabric, Finance. All PCC members sit on one of these groups. The working groups meet bi-monthly.
The method of appointment of PCC members is set out in the Church Representation Rules. All Church attendees are encouraged and entitled to register on the church Electoral Roll and stand for election to the PCC.
The charity is controlled by its governing document, a deed of trust and constitutes an unincorporated charity.
Page 1
Shottery St. Andrews Church
ANNUAL REPORT OF THE PCC FOR THE YEAR ENDED 31ST DECEMBER 2024
Objectives and activities
St Andrew's PCC has the responsibility of co-operating with the Vicar, in promoting in the ecclesiastical parish the whole mission of the Church, pastoral, evangelistic, social, and ecumenical. It also has maintenance responsibilities for the Church Centre complex of St Andrew's, Church Lane, Shottery, Stratford-upon-Avon, Warwickshire, CV37 9HQ.
The full PCC met six times during the year. PCC working groups met bi-monthly. The Standing Committee met between meetings and minutes of their deliberations were received by the full PCC and discussed where necessary.
Throughout the year the PCC had discussions concerning: Diocesan and St. Andrew's budgets and accounts, worship, nurture, outreach, fabric and maintenance of the church building and hall, Safeguarding and pastoral care, children and family work, the lighting project for church and faculty application, the audio-visual project, and Parish Share. Regular reports were given to the PCC from Fabric, Finance and working groups including reports from Deanery & Diocesan Synods.
We have representatives on organisations such as Stratford Churches Together, Street Pastors Scheme and Coventry Cathedral. Reports on their various activities were received throughout the year.
Church attendance
There are 159 parishioners on the Church Electoral Roll. This year we have lost 2 members and gained 12 new members to the roll.
The average adult (16+) weekly attendance was 135. Attendance on Easter Day was 141 and at Christmas Day 116.
Financial reserves policy
There is no PCC policy to maintain a balance on unrestricted funds to cover emergency situations that may arise from time to time.
It is our policy to invest our funds balances with the CBF Church of England Deposit Fund.
The trustees present their report with the financial statements of the charity for the year ended 31st December 2024. 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).
Approved by the PCC on ____ May 2025 and signed on their behalf by Revd Craig McClellan (PCC Chair).
……………………………………..
Page 2
INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF SHOTTERY ST. ANDREWS CHURCH
Independent examiner's report to the trustees of Shottery St. Andrews Church
I report to the charity trustees on my examination of the accounts of Shottery St. Andrews Church (the Trust) for the year ended 31st December 2024.
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
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:
-
accounting records were not kept in respect of the Trust as required by Section 130 of the Act; or
-
the accounts do not accord with those records; or
-
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.
……………………………………………………….
Steven Brown BA FCA Chartered Accountant Pointon Young Chartered Accountants 5 Mansell Street Stratford upon Avon Warwickshire CV37 6NR
May 2025
Page 3
Shottery St. Andrews Church
STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31ST DECEMBER 2024
| 2024 Unrestricted fund Notes £ INCOME AND ENDOWMENTS FROM Donations and legacies 94,142 Other trading activities 2 29,876 Investment income 3 28 Other income 9,383 Total 133,429 EXPENDITURE ON Raising funds 4 103,419 Other 1,374 Total 104,793 NET INCOME/(EXPENDITURE) 28,636 RECONCILIATION OF FUNDS Total funds brought forward 200,118 TOTAL FUNDS CARRIED FORWARD 228,754 |
2023 Total funds £ 88,510 32,231 16 22,519 |
|---|---|
| 143,276 | |
| 102,474 1,308 |
|
| 103,782 | |
| 39,494 160,624 |
|
| 200,118 |
The notes form part of these financial statements
Page 4
Shottery St. Andrews Church
BALANCE SHEET 31ST DECEMBER 2024
| 2024 Unrestricted fund Notes £ FIXED ASSETS Tangible assets 6 3,958 Investments 7 193,193 197,151 CURRENT ASSETS Debtors 8 12,032 Cash at bank 97,194 109,226 CREDITORS Amounts falling due within one year 9 (77,623) NET CURRENT ASSETS 31,603 TOTAL ASSETS LESS CURRENT LIABILITIES 228,754 NET ASSETS 228,754 FUNDS 10 Unrestricted funds 228,754 TOTAL FUNDS 228,754 |
2023 Total funds £ 4,538 183,810 188,348 11,021 55,454 66,475 (54,705) 11,770 200,118 200,118 200,118 200,118 |
|---|---|
The financial statements were approved by the Board of Trustees and authorised for issue on May 2025 and were signed on its behalf by:
............................................. Trustee
The notes form part of these financial statements
Page 5
Shottery St. Andrews Church
NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31ST DECEMBER 2024
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), Financial Reporting Standard 102 'The Financial Reporting Standard applicable in the UK and Republic of Ireland'. The financial statements have been prepared under the historical cost convention, with the exception of investments which are included at market value, as modified by the revaluation of certain assets.
The financial statements have been prepared in accordance with the Church Accounting Regulations 2006 together with applicable accounting standards and the SORP 2005.
The financial statements have been prepared under the historical cost convention except for the valuation of investment assets, which are shown at market value. The financial statements include all transactions, assets, and liabilities for which the PCC is responsible in law. They do not include the accounts of church groups that owe their main affiliation to another body, nor those that are informal gatherings of church members.
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.
Expenditure
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. Expenditure is accounted for on an accruals basis and has been classified under headings that aggregate all cost related to the category. Where costs cannot be directly attributed to particular headings they have been allocated to activities on a basis consistent with the use of resources.
Tangible fixed assets
Consecrated and benefice property is not included in the accounts in accordance with s.96(2)(a) of the Charities Act 1993.
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 church's inventory, which can be inspected (at any reasonable time). Items acquired since 1st January 2005 have been capitalised and depreciated over their estimated useful economic life. Church equipment being depreciated at 15% reducing balance.
Investments are valued at market value at 31st December.
Taxation
The charity is exempt from tax on its charitable activities.
continued...
Page 6
Shottery St. Andrews Church
NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31ST DECEMBER 2024
1. ACCOUNTING POLICIES - continued
Fund accounting
Restricted funds represent (a) income from trusts or endowments which may be expended only on those restricted objects provided in the terms of the trust or bequest, and (b) 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 which can be used for PCC ordinary purposes.
2. OTHER TRADING ACTIVITIES
| Activities for generating funds: Events proceeds Fund-raising (Searchlight) Fund-raising (Parish Centre) Hall hire Fees |
2024 £ 6,615 1,819 1,065 16,091 4,286 29,876 |
2023 £ 7,436 1,940 1,105 15,083 6,667 32,231 |
|---|---|---|
3.
| INVESTMENT INCOME | ||
|---|---|---|
| 2024 | 2023 | |
| £ | £ | |
| Dividends and interest | 28 | 16 |
continued...
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Shottery St. Andrews Church
NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31ST DECEMBER 2024
4. RAISING FUNDS
Investment management costs
| Ministry and charitable giving Ministry costs Upkeep of Church Repairs Parish Centre Upkeep of services Diocesan Flowers Church management and administration Fund-raising trading costs Depreciation |
2024 £ 425 2,138 5,064 - 4,748 8,919 67,065 - 12,108 2,253 699 103,419 |
2023 £ 405 4,098 4,233 997 3,617 7,994 66,178 50 12,210 1,850 842 102,474 |
|---|---|---|
5. TRUSTEES' REMUNERATION AND BENEFITS
There were no trustees' remuneration or other benefits for the year ended 31st December 2024 nor for the year ended 31st December 2023.
Trustees' expenses
There were no trustees' expenses paid for the year ended 31st December 2024 nor for the year ended 31st December 2023.
continued...
Page 8
Shottery St. Andrews Church
NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31ST DECEMBER 2024
6. TANGIBLE FIXED ASSETS
| Plant and machinery £ COST At 1st January 2024 Additions 8,885 - 8,885 DEPRECIATION At 1st January 2024 6,879 Charge for year 301 At 31st December 2024 7,180 NET BOOK VALUE At 31st December 2024 1,705 At 31st December 2023 2,006 FIXED ASSET INVESTMENTS MARKET VALUE At 1st January 2024 Revaluations At 31st December 2024 NET BOOK VALUE At 31st December 2024 At 31st December 2023 |
Fixtures and Computer fittings equipment Totals £ £ £ 21,808 - 2,693 119 33,386 119 21,808 2,812 33,505 20,349 1,620 28,848 219 179 699 20,568 1,799 29,547 1,240 1,013 3,958 1,459 1,073 4,538 Listed investments £ 183,810 9,383 193,193 193,193 183,810 |
|---|---|
7. FIXED ASSET INVESTMENTS
There were no investment assets outside the UK.
continued...
Page 9
Shottery St. Andrews Church
NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31ST DECEMBER 2024
7. FIXED ASSET INVESTMENTS - continued
Cost or valuation at 31st December 2024 is represented by:
| Valuation at 31 December 2020 Valuation in 2021 Valuation in 2022 Valuation in 2023 Valuation in 2024 8. DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR Other debtors Tax recoverable |
Listed investments £ 153,042 26,728 (16,479) 20,519 9,383 193,193 2024 2023 £ £ 60 1,093 11,972 9,928 12,032 11,021 |
|---|---|
continued...
Page 10
Shottery St. Andrews Church
NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31ST DECEMBER 2024
9. CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
| Restricted Funds Bequests Children’s Activities Pew Street Sponsoring Pilgrimages Electrical Work Car Park Repairs AV Project Children’s Society Prostate Cancer Christian Aid Vicar's Discretion Total restricted funds Plaque maintenance Fees account expenses Other |
2024 £ 54,749 4,375 642 956 538 4,809 2,654 281 160 - 1,084 70,248 607 1,379 5,389 77,623 |
2023 £ 29,750 5,542 590 965 538 4,809 - - - 10 1,805 44,009 |
|
|---|---|---|---|
| 632 609 9,455 54,705 |
|||
10. MOVEMENT IN FUNDS
| Unrestricted funds Total funds |
At 1.1.24 Net movement in funds £ £ 200,118 28,636 200,118 28,636 |
At 31.12.24 £ 228,754 228,754 |
|---|---|---|
Net movement in funds included in the above are as follows:
continued...
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Shottery St. Andrews Church
NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31ST DECEMBER 2024
10. MOVEMENT IN FUNDS - continued
| Unrestricted funds | Incoming resources £ 133,429 133,429 |
Resources expended £ 104,793 104,793 |
Movement in funds £ 28,636 28,636 |
|---|---|---|---|
11. RELATED PARTY DISCLOSURES
There were no related party transactions for the year ended 31st December 2024.
Page 12
Shottery St. Andrews Church
DETAILED STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31ST DECEMBER 2024
| INCOME AND ENDOWMENTS Donations and legacies Planned Giving: Gift Aid donations Tax recoverable Other planned giving Collections (open plate) Donations Other trading activities Activities for generating funds: Events proceeds Fund-raising (Searchlight) Fund-raising (Parish Centre) Hall hire Fees Investment income Dividends and interest Other income on revaluation Total incoming resources EXPENDITURE Other trading activities Fund-raising trading costs Investment management costs Ministry and charitable giving Carried forward |
2024 Total funds £ 55,065 16,907 530 6,136 15,504 94,142 6,615 1,819 1,065 16,091 4,286 29,876 28 9,383 133,429 2,253 425 425 |
2023 Total funds £ 55,236 14,353 548 7,417 10,956 88,510 7,436 1,940 1,105 15,083 6,667 32,231 16 22,519 143,276 1,850 405 405 |
|---|---|---|
This page does not form part of the statutory financial statements
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Shottery St. Andrews Church
DETAILED STATEMENT OF FINANCIAL ACTIVITIES
FOR THE YEAR ENDED 31ST DECEMBER 2024
| Investment management costs Brought forward Ministry costs Upkeep of Church Repairs Parish Centre Upkeep of services Diocesan Flowers Church management and administration Depreciation of tangible fixed assets Support costs Governance costs Accountancy Total resources expended Net income |
2024 Total funds £ 425 2,138 5,064 - 4,748 8,919 67,065 - 12,108 699 101,166 1,374 104,793 28,636 |
2023 Total funds £ 405 4,098 4,233 997 3,617 7,994 66,178 50 12,210 842 100,624 1,308 103,782 39,494 |
|---|---|---|
This page does not form part of the statutory financial statements
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