2024-12-31-accounts

Mortlake with East Sheen Team Ministry

St Mary’s, Mortlake Christ Church and All Saints, East Sheen Po tr é % 2 : : = ay,

Annual Report 2024

Contents

Team Rector’s report	3
Worship	4
Mission	4
Children	5
Music	5
Worship	Ss)
Community links	6
Mission	4
Venue hire	8
Safeguarding	8
Works, fabric and fixtures	9
Committee membership	9
Finance	10
Registers	11
Contacts	12
FinancialStatements	A1-A14

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St Mary’s, Mortlake High Street, SW14 8JA www.stmarymortlake.org.uk

Christ Church, Christchurch Road, SW14 7AW

www.christchurcheastsheen.org.uk

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All Saints, East Sheen Avenue, SW14 8AT www.allsaintschurch.org.uk

Parish Office at St Mary’s 020 8876 1630

[e-mail] www.mortlakeparish.org.uk

Registered charity number 1132303

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Team Rector’s report See Aa). ne
As we approach the Annual Parochial pine wae Se
Churchplaces ofMeeting, worship weas centresgive thanksof welcomefor our Ea =vy A,| | |Adret.| |
and continuity, and give thanks for the Bayy( ily |. ! 0) Ml if i
profound contributions made by those at =| te ie Ae Ie an ue
St Mary the Virgin, Mortlake, Christ |? iene i me i
Church and All Saints East Sheen. De fi ream Py |
The APCM is an opportunity to review, BO
reflect on and discuss parish’s life, mission and direction; and itis also a
moment to express gratitude to all who generously invest their time and
talents in the life of our church. John 14:23 reminds us, “Whoever loves
me will keep my word” This is the essence of our community endeavours
— our collective commitment to follow Christ’s example by serving one
another and reaching out to those in need. The dedication we witness
within Mortlake and East Sheen during pivotal times, like Christmas and
Easter, the Harvest and Remembrance seasons, when we welcome
BN large numbers and give thanks is a
ynLIT ih| uu Pieratit eae testamentSeasons are to love-in-action.not merely marked Theseby festal
Paik
ae re a fabulousfloral decorations or splendid
ees’ BES and rousing music; they reflect the hard
: work and passion of countless
' individuals who come togetherto share
Carols-by candlelight the joy of the Gospel of Jesus Christ.
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Our mission stretches beyond special occasions into the everyday. Our commitment throughout the year as seen in events like the Sunday Lunch Scheme, MESSY CHURCH, Holiday at Home, the Community Ventures lunches to namea few, significantly shapes the fabric of our fellowship. These activities foster genuine connections among parishioners: churchgoer and non alike. It is a rich blessing of being church, and we can be thankful for the support of mission work, the mission charities and link diocese especially by generous giving (through the planned giving scheme and in other ways).

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Your contributions enrich the life of this parish and enables us to extend help to less fortunate parishes in the Diocese of Southwark, ensuring they are resourced and have serving clergy who can lead and guide them as co-workers of the Gospel. This is a practical application of love in community, faith in action and holy service.

Special thanks are due to our dedicated Parish Wardens: Kate, Brenda and Celia across 2024/25. The Churchwardens at St Mary's, Christ ~ Church and All Saints who give so much in lay leadership and support; all the Treasurers; our Musical Directors and choirs. Cheri, Greg and Anne for the amazing administrative support and all who serve on the PCC, Consultative Groups and numerous rotas that make us tick. me i EE BO The dedicated Ministry Team that it has =»:) midAS Stay y been my good fortune to lead since \ \ x 5 | November 2024 as Team Rector, deserve I.=‘ ja® eh)B (eee thanksand Paul; and prayersDeirdre — ourour Readers,PLM; the Williamclergy ja ERE = f Peter, Olwen, Ayoob (from March 2025) Ge _qv9 ic YRarciens, Maj. 202 ~ | and Alex for their wit, wisdom, energy and grace. We are blessed by the ministry of the entire team and the support of deanery colleagues especially in the vacancy at St Mary’s. Having fulfilled her curacy we said a sad farewell to Sylvie who has been a wonderful curate based at All Saints, but worked acrossthe parish, the blessing of her ministry will now benefit the Kingston Team, our prayers go with her and the next chapter.

| commend this annual report to you and add my personal thank you for your unwavering commitment and tireless efforts which | know can sometimes go unnoticed. The church has an appetite which can, at times, be insatiable ... yet your presence and fellowship make an impact that reverberates far beyond the walls of our churches: it speaks to what it means to be a Christian presence in the community and why that is significant for each one of us.

As we continue to love and serve this community in the power of the Advocate -— the Holy Spirit - may our hearts remain open to His guidance as we embark on another year of prayerful service and kingdom-building. God bless you all for making the parish of Mortlake with East Sheen a place of hope, love, and connection.

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Children Children are welcome in our Messy Church on Mondays after churches. 2024 saw the start of school Saints at Christ Church; Small from Eastcraft She s e nssions andPrimary School visits at All Saints and Playchurch each

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Sunday and a monthly all-age service at St Mary’s. Children play an important part at special services, like Harvest Festival, Mothering Sunday and the Crib services. There are plans to extend and widen involvement of children for 2025.

Music

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Music continues to thrive in the parish. As well as several special
services, All Saints choir, under the direction of James Cryer with
a im De fe Ed Buxton as organist, sang
eee eee Ree fANn| ane Evensong at St Michael’s
hy 1p Rte a im it Cornhill, performed Fauré’s
Aseet = tf Len ‘a Bex Lae Requiem interspersed with
Ps S AOC4RS 82S Seem readings and sang Evensong at
ii ? (4 <(o! “we Nan Westminster Abbey.
1 | : yy successfuland exciting year
im) ii | } | ‘a! \ | y Christ Church choir enjoyed a
All saints aa eae usaees Under the leadership of Tom
SS aS me ABER Coxhead, but was sad to lose
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him to Newport Cathedral. St Mary’s is.at present without a director
| of music, but Perry Kitchen recruited freelance organists each week
= to fillthe gap. The band for the monthly all-age service has
flourished with players er Litt Tir {epecor eee
seventies. CN ioe NL) Be §=Co
ranging from seven to a | £6: “i !
Ifyou would like to know a thy oe a Agee ‘ :
more about music please iit? os r =
See contacts onpage 12 [aayaaWE pa J ib, aus se
or the church websites. " ”
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Worship

The main Sunday morning service is a Sung Eucharist at 10.00am at each of our churches. Please check the individual church websites for other services on Sundays, weekdays and special days.

The parish has close links with the Scouts, Cubs, Guides and Brownies in both Mortlake and East Sheen. Remembrance Sunday in 2024 was an ecumenical act of worship attended by many of the uniformed groups marching from Sheen Lane to the war memorial, supported by large numbers

of local residents. At Harvest pay: Re cnn co Jee Festival we gathered gifts for Fe} ja ta Oy Aes the Vineyard Centre, Glass BEL 9 — ae Door and Christ Church, Bisae Fe] Lhe! Ba ane f Brixton Road. Throughout the Bi Roe ee yt S Se year many members of Our BBegleja7sts SexXyaivfellleleyelete(e) eye telm wrists congregations volunteered for — FISH Neighbourhood Care Scheme and Mortlake Community Association as well as for many other local voluntary organisations. Community Ventures brings together people from the churches and the wider community. Each month about forty people enjoy a bringand-share lunch and a good chat together. Interspersed in the year was a talk by Nicholas Jarrold about his life as a diplomat in the Foreign Office and a delicious festive Christmas lunch with catering by Crowthers. There is no doubt that Community Ventures will continue to thrive in 2025 with another mixture of activities, come

The Sunday Lunch Scheme is an ecumenical partnership with other churches when we host three lunches a year for about 35 people who would otherwise be on their own. Many people generously contributed their cooking or their time to provide an excellent lunch. The guests are always most appreciative, they have awarded the lunches a Michelin star!

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Holiday at Home wentto Paris mA i el ee Se[i] this year for a week enjoyed by 4 ty ti f v F } a guests and volunteers alike. All i ri Bi ; me . He Saints was adorned with| i Li | eae ii French flags and Olympic rings. beige, “eM 1 rOLAe | arn There was singing, poetry, | t} 4 : poate ea Nee aa creative writing, play reading, | g§ } hh | “gee vee Se flower arranging, craft, quizzes "AqUBye sare Tee” 2 Home by ra and more! The brilliant Ukelele AY. %ey om ae ee | band was a highlight. On Thursday guests visited Chiswick House, with pastries and coffee in the café and a walk around the kitchen garden followed by a picnic under the shade of the trees back at All Saints. Delicious French lunches included chicken chasseur, quiche Lorraine and créme bralée with homemade cakes for tea. Many thanks to the many people who contributed to making it such a success! We look forward to welcoming even more guests in 2025. Mission Mission, Peace and Justice is a_ sub- l Sc E committee which makes recommendations for om ‘G ' mission giving and outreach to the PCC. It is} ) ) Fy chaired by the Team Rector and has members jf Be im? | ty 3 fromthat theeach parishchurch.supportIn 2024Richmondit recommendedCarers |!IN \ y Centre and Action around Bethlehem Children N a | = with Disability for the next three years and that . \ , ~lelawers the financial aid to the Kingston—Matabeleland 3 in Link should be suspended until there was greater Clarity on how our giving is spent. Since then Jonathan has visited Matabeleland with Bishop Martin, and reestablished the link. The parish is also a major contributor to the diocesan Parish Support Fund which finances clergy in our parish and others whose congregations cannot cover the cost of their clergy. Further information about mission is on our website. 7

Venue Hire

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Venue Hire 3 ~~ Uy, ~. a
If you would like to hire our churches, . Ke . Yi ‘e 4 3
halls or rooms there is information on
each of the church websites. There is i faaeBe e aneys ri yj eepi.
space for public meetings, small or a | a
large group activities and children’s [Ee & en Se:
parties. j ‘ay Bix | : a
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Safeguarding

The Parish Safeguarding Officer is Ruth Mann. The church safeguarding leads are Ruth Mann at All Saints, Matthew Pass at St Mary’s and Sharika Fernando-Ewing and Ruth Mann at Christ Church. The full Safeguarding Report 2024 is available on the church websites. This year the Parish Safeguarding Audit completed. This is usually done every four years. Following the Audit, Jonathan Haynes and Ruth Mann produced a new Safeguarding Policy for approval by the PCC. In addition, Jonathan Haynes produced Parish Complaints Policy, Parish Grievance Policy, Parish Whistleblowing Policy, Parish Disciplinary Policy and Parish Photography Policy for approval by the PCC.

There is an extensive training programme offered by the diocese both for church safeguarding leads and many others. The intention again this year is to encourage as many people as possible to take these courses. Anyone with a specific role in the parish has to take the relevant courses.

| would like to thank Sharika and Matt for all they do to raise awareness of safeguarding and to keep things running safely and smoothly.

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Works, fabric and fixtures

Parish buildings, both churches and Pi houses, have not needed major eh y,. repairs this year. The biggest project we Aman iy has been the installation of a new WA by lighting system at Christ Church, gfe Yl financed by a generous legacy from ats Y ee Si] Edward areas || ame) -—| \aae planned Steers. Other projects are ieee | f= : to in all three churches, thanks i) i al/ Te wae >] other generous legacies from vr Ben/ ee = members of our congregations. AA ; shag eet se 4 Inevitably all the buildings incur : JO | SE tere routinerepair maintenance and_ minor ni} ee Ae (Eg ont time work, both of which take up idls A be KC} chic and money. MWV2». tenes The Wigan Trust buildings leased to the Guides and Brownies, Scouts and Cubs are not the parish’s responsibility. The Guides are planning work to their building to increase its accessibility. New Stepping Stones and the Ballet School continue to rent the third building.

Committee membership

Parochial Church Council

Ex officio: Clergy, Parish Wardens, Churchwardens, PCC Secretary, Parish Treasurer; Elected: Penny Bell-Wright, Francis-Ring-Davies, Helen Robinson (SM), Christine McGuinness, Nicholas Rettie (CC), Kathy Sheldon, Charlotte Hillier (AS)

Deanery Synod: Clergy, David Bradshaw, lan Bright (SM), Robert Davenport, Sheila Hamilton, Judith Russenberger (CC), Adrienne Jack, Mike Stewart (AS)

Finance & Property: Ex officio: Clergy, Parish Treasurer, Church Treasurers, Parish Wardens

Mission, Peace and Justice: Revd Jonathan Haynes, William Arnold, Sharika Fernando-Ewing, Peter Jones, Sarah Kitchen, James LloydThomas, Kate Woodhouse

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Finance

The Parish Treasurer, church treasurers, clergy and parish wardens form the Finance and Property Committee which meets before each PCC. The Annual Report and Accounts 2024 are available at the Parish Office. We are grateful to Jonathan Blythe, his Treasury team and to the church treasurers for their work.

The Planned Giving Committee organises the annual planned giving campaign which raises the bulk of the parish’s income from our congregations. Members of our congregations have continued to give generously, but in recent years there are fewer new donors which means that income is not keeping pace with expenditure.

A new initiative is a Financial Strategy Group which will look to the finances of the parish in the light of lower income and continuing expenditure and how to best manage our assets. The Group will report to the Finance & Property Committee and to the PCC.

2024 Outcome was a surplus of £232 on the General Account — a welcome outcome after a run of four years in deficit. But this is after an anonymous one-off donation of £25,000 (including Gift Aid) - effectively defending us against another deficit. For the current year we are budgeting a further deficit of around £15,000 — in spite of a reduction of £11,000 in our pledge to the Diocese. It’s not all doom and gloom - each church has a good surplus in their Donations Accounts. The detail can be found in the 2024 Parish Annual Report and Accounts available by email from the Parish Office. Giving to the Parish - we have two flagship methods. The Giving Scheme and Legacies. The Giving Scheme is fundamental to our finances and helps us look ahead with some certainty. A big THANK YOU to all members of the scheme. If you would like to join (please do), each church has a Giving Rep and (where applicable) Gift Aid forms. Just speak to them and instruct your bank... Legacies have provided a financial backbone to the Church over the centuries - let’s keep this going. Did you know that the Church of England have partnered with ‘FareWill’ to offer free Will writing? Worth a look: www.farewill.com/southwarkdiocese

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From the registers

Baptisms

Baptisms
14January	Kristian Smith-Saviill	AS
4 February	Frederick Linnell	AS
14 April	Fleur Norgate	AS
	GuyVickery-Smith	AS
28 April	Elsie Edgar	SM
12 May	Felicity Bennington-Haynes	AS
19 May	Harrison Hughes	CC
	Sophia Hughes	CC
9 June	Sofia Tooke	CC
16 June	Celestia Sheldon	AS
7 July	Alfred Irving	CC
	Aurora De Matteo-Mix	CC
8September	BenjaminTebay	CC
15 September	Maggie O’Briend	CC
22 September	Annabel Fraser	AS
	Alexander Fraser	AS
19November	Amelia Blythe	AS
Marriages
10 May	Sharika Fernando and RogerEwing	CC
15 June	Katie Glover and Andrew Purves	CC
Funerals in church
15 January	Andrew Howlett	SM
1 February	Eleanor Stanier	oe
27 February	Stephen Rhys	CG
29 February	Anne Hamlyn	CC
8 March	Verena Restell	AS
23 April	Jo Stewart (memorial)	AS
7 May	Marion Clarke	AS
20 May	Sophie Pemberton	SM
11 September	Geraldine Dawes	SM
23September	AnnieBridges	CC

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Contacts

The Parish

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||||||| |---|---|---|---|---|---| |Team|Rector|Revd|Jonathan|Haynes|[e-mail]| |Parish|Wardens|Brenda|Morris|[e-mail]| |Kate Woodhouse|[e-mail]| |Parish|Administrator/| |PCC|Secretary|Greg|Kyle|[e-mail]| |Parish|Treasurer|Jon|Blythe|j|[e-mail]| |Safeguarding|Ruth|Mann|[e-mail]| |St|Mary’s| |Team|Vicar|Revd Ayoob Adwar|[e-mail]| |Assistant|Curate|Revd|Matthew Watts|(currently stepped back from| |ministry)| |Churchwardens|—|Ginny|Waterkeyn|[e-mail]| |Sarah|Coggins|[e-mail]| |Anita|Larsen|[e-mail]| |Director|ofMusic|in vacancy|

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Christ Church

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|||||||| |---|---|---|---|---|---|---| |Team|Rector|Revd|Jonathan|Haynes|[e-mail]| |PTO|Priest|Revd|Olwen|Williamson|[e-mail]| |Reader|Paul|Russenberger|[e-mail]| |PLM|Deirdre|Munro|[e-mail]| |Churchwardens|Dilys|Zeegen|[e-mail]| |Sharika|Fernando-Ewing|[e-mail]| |Choir|Director|James|Druce|[e-mail]| |Community|Hall|Mireille|Stanton|[e-mail]| |All|Saints| |Team|Vicar|Revd|Alex|Barrow|[e-mail]| |PTO|Priest|Revd|Peter|King TD|BEM|[e-mail]| |Reader|William|Arnold|[e-mail]| |Churchwardens|Jan Wright|churchwardens@[e-mail]| |Bob|Mann|[e-mail]| |Director|of|Music|James|Cryer [e-mail]| |Hall|Bookings|Mike|Stewart|[e-mail]|

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MORTLAKE WITH EAST SHEEN PAROCHIAL CHURCH COUNCIL ANNUAL REPORT FOR THE YEAR ENDED 31 DECEMBER 2024

Annual Finance Review

The main operating fund of the Parish is the General Fund. We budgeted a breakeven for 2024. We ended the year not far off with a surplus of £233 (shown on the Statement of Financial Activities).

The outcome continues to reflect a fairly stable Giving Scheme. As mentioned last year, the Planned Giving was virtually the same as the previous year, which again, in the circumstances, is something to be celebrated. So an ongoing really big THANK YOU to all members of the scheme — it continues to be fundamental to our finances.

The outcome also reflects our normal plusses and minuses. Looking at the plusses:

• e St Mary's received legacies £8,000, being £3,000 from Mary Finlay and £5,000 from Mark Lucas - thank you Mark and Mary. We don't like to rely on legacies but they have underpinned the work of the Church over the centuries and we encourage their continuation please (see ‘Legacies’ noted below)...

• e In February 2024 we received a one-off gift to the Parish of £20,000 — with Gift Aid = £25,000 (largely contributing to the breakeven outcome) a thoughtful and HUGELY welcome act — anyone else?

• e Interest received continued at its relatively high rate (approximately £20,000 in both 2024 and 2023 — up from £3,350 in 2022). However we can't get used to income at this level with reductions on the deposits, in particular in respect of the ‘Steers Project’ at Christ Church

• e The Donations Funds continue to be fairly strong, enabling the churches to self finance some of their own fabric works which helps take the pressure off the Parish General Fund.

• e We met our pledge to the Diocese amounting to £291,000 (up just £1,000 from the previous year). Indeed, our pledge to the Diocese for 2025 has reduced to £280,000 reflecting our continuing struggle with deficits (but still in the spirit of generosity to help fund our clergy and poorer parishes)

• e Energy bills moderated (down from £43,000 to £29,500) e The valuable letting income from 17 Sheen Gate Gardens continues (approximately £40,000pa) e And well done All Saints for raising nearly £16,000 from events to help combat recent deficits.

And the minuses:

• e The letting income from the halls proved a challenge (but there are signs of life with the proposed lettings at St Mary’s coming up)

• e Energy costs, albeit down, are still a major factor. We need to be careful with the heating! e There were further general inflationary increases to our overhead costs

Elsewhere, phase one of the Christ Church ‘Steers’ project has been completed on budget (financed by the wonderful Steers Legacy (see Legacies below) and benefitting from the Listed Places of Worship VAT grant of £32,944). Total costs to date £173,202 with Phase two under review. And we have used the Fabric Fund to finance internal works at Christ Church (£8,744).

Legacies

A bit of background on Legacies. Please remember, Charity Legacies are deducted from the deceased's Estate before Inheritance Tax is calculated AND, in the right circumstances, by leaving 10% of your Estate to charity/(ies) the applicable Inheritance Tax rate on the taxable portion of the estate reduces from the standard 40% to 36%. This is a complex area so, if you are considering gifts at this level please seek professional advice. Talking of which did you know that the Church of England have partnered with ‘Farewill’ to offer free Will writing?: farewill.com/southwarkdiocesewww.

The policy of the PCC is to use legacies to help fund development projects in the parish, whether buildings, equipment or staff. Circumstances change over the years, so church members are encouraged to leave legacies for the general purposes of the parish however the PCC will respect more specific wishes and, where appropriate, will discuss with Executors and family the most appropriate use of the legacy in the light of current projects and the donor's known areas of interest.

Finally

Once again a special thank you across the Parish to all in the Giving and Treasury Teams — much appreciated! And, of course, to Cheri for all the help she has given over the past 9(!) years. Thank you to everybody who has given (by whatever method- lifetime gifts and legacies)!

Finally my annual plea - if you are not in the Giving Scheme, please listen out for the finance messages and consider joining us in the Scheme as soon as possible (there is a rep in each Church!). And if you haven't written a legacy into your Will... Jon Blythe (Parish Treasurer)

Page A1

MORTLAKE WITH EAST SHEEN PAROCHIAL CHURCH COUNCIL ANNUAL REPORT YEAR ENDED 31 DECEMBER 2024 - continued

Reserves Policy

It is PCC policy to try to maintain a balance on free Reserves which equates to at least 3 months unrestricted payments (including our contribution to the Parish Support Fund). This is equivalent to approximately £110,000. It is held to smooth out fluctuations in cashflow and to meet emergencies. The free Reserve balance at the year end was £122,616. This includes the Fabric Fund amounting to £111,062

Statement of Trustees Responsibilities

The trustees are responsible for preparing the Annual Report and the financial statements for each financial year in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice). Charity law requires the trustees to prepare financial statements for each financial year which give a true and fair view of the state of affairs of the charity and of its financial activities for the year.

In preparing the financial statements, the trustees are required to:

• ° Select suitable accounting policies and then apply them consistently;

• ° Observe the methods and principles in the Charities Statement of Recommended Practice (SORP);

• ° Make judgements and estimates that are reasonable and prudent; and e State whether applicable Accounting Standards have been followed, subject to any material departures disclosed and explained in the financial statements; and

• ° Prepare the financial statements on a going concem basis unless ‘itis inappropriate to presume that the charity will continue its activities

The trustees are responsible for keeping accounting records which enable them to ascertain with reasonable accuracy the financial position of the charity and which enable them to ensure that the financial statements comply with the Charities Act 2011 and the Charity (Accounts and Reports) Regulations 2008. The trustees are also responsible for safeguarding the assets of the charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

The Trustees are responsible for the maintenance and integrity of the financial information included on the Parish website. Legislation governing the preparation and dissemination of financial statements may differ from legislation in other jurisdictions

Approved by the Parochial Church Council and signed on its behalf by:

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MeatsJonathan Haynes (Chair)
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JonathanQheBlythe (Treasurer).
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19 May 2025

Page A2

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INDEPENDENT. EXAMINER’S REPORT TO THE MEMBERS OF THE MORTLAKE WITH EAST SHEEN PAROCHIAL CHURCH COUNCIL.

I report on the ‘accounts of the Parochial Church Council (PCC) for the year ended 31“ December 2024 set out on pages A4 to A13.

RESPECTIVE RESPONSIBILITIES OF TRUSTEES AND INDEPENDENT EXAMINER The PCC is responsible for the preparation of the accounts. The PCC consider that an audit is not required for this year (under Section 144(2) of the Charities Act 2011 (the 2011 Act) and that an independent examination is needed. Since the PCC’s gross income exceeded £250,000 your Examiner must be a member of a body listed in Section 145 of the 2011 Act. I confirm that I am qualified to undertake the examination because 1 am a member of the Institute of Chartered Accountants in England and Wales which is one ofthe listed bodies.

It is my responsibility to:

.

• ® examine the accounts under Section 145 of the 2011 Act and in accordance with the Church Accounting Regulations 2006 (the Regulations);

• e to follow the procedures laid down in the general Directions given by the Charity Commission under Section 145(5)(b) of the 2011 Act and to be found in the Church guidance, 2006 edition; and ' We ie

• ® to state whether particular matters have come to my attention. i

BASIS OF INDEPENDENT EXAMINER’S STATEMENT

My examination was carried out in accordance with the General Directions given by the Charity Commission and to be found in the Church guidance, 2006 edition. An examination includes a review of the accounting records kept by the PCC and a comparison of the accounts presented with those records, It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from you as trustees conceming any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently I do not express an audit opinion on whether the accounts present a “true and fair view” and the report is limited to those matters set out in the statement below. ; INDEPENDENT EXAMINER’S STATEMENT ty ae

In connection with my examination, no matter has come to my attention:

• (1) Which gives me reasonable cause to believe that in any material respect the requirements:

• To keep proper accounting records in accordance with Section 130 of the 2011 Act and

• • To prepare accounts which accord with the accounting records and comply with the accounting requirements of the 2011 Act and the Regulations have not been met, or

(2) To which, in my opinion, attention should be drawn in order to enable a proper understanding ofthe accounts to be reached.

Alistair H.E. Smith FCA Ferguson Maidment & Co Chartered Accountants 167 Fleet Street London EC4A 2EA

. , ; , Dated: 19 May 2025

Page AS

MORTLAKE WITH EAST SHEEN PAROCHIAL CHURCH COUNCIL

STATEMENT OF FINANCIAL ACTIVITIES

For the year ending 31 December 2024

	Unrestricted	Unrestricted	©	Designated	Restricted	Endowment	TOTALFUNDS	FUNDS	FUNDS
	2024	2023		Funds	Funds	Funds	2024	2023
	£	£		£	£	£	£	£
INCOMING RESOURCES (Appendix 1)
Incoming resources from donors	384,788	356,899		3,595			388,383	357,716
Other voluntary incoming resources					22,523		22,523		22,090
Incoming resources from operating activities
tofurtherthe Council's objects	48,297	46,612		75,256	18,542		142,095	136,880
Incoming resources from operating activities
to generate funds	250						250		0
Other ordinary incoming resources							7		0
Income from investment	20,354	19,753		197	4,624		25,175		21,519
	si
TOTALINCOMINGRESOURCES	453,689	423,264		79,048	45,689	0	_578,426		538,205
RESOURCES USED (Appendix 2)
Grants	23,001	19,454			4,842		27,843		21,149
Directly relating to thework oftheChurch	362,824	395,961		268,380	39,535		670,739	517,387
Costofgenerating funds	34						34		0
Church management and administration	38,011	40,191		1,513			39,524		43,836
TOTALRESOURCESUSED	423,870	455,606		269,893	44,377	0	738,140	582,372
NET INCOMING RESOURCES
BEFORE TRANSFERS	29,819	~32,342		-190,845	1,312	0	-159,714		44.167
TRANSFERS
In		5,841		29,586			29,586	294,328
Out	-29,586						-29,586	-294,328
NETINCOMING /(OUTGOING) RESOURCES	233	-26,501		-161,259	1,312	QO	-159,714		~44,167
GAINS & LOSSES ON INVESTMENTS
- realised
- unrealised						5,859	5,859		12,522
NETMOVEMENT INFUNDS	233	-26,501		-161,259	1,312	5,859	-153,855		31,645
BALANCES BROUGHT FORWARD AT
1 JANUARY2024 (2023)	97.379__12380___—398,149_—265,697—135,820_— 898,045 920600
BALANCES CARRIED FORWARD
AT 31 DECEMBER 2024 (2023)	97,612 97,379 236,890 267,009 141,679 744,190 T_T								898,045 THT!

The notes on pages A7 to A13 form part of these accounts.

Page A4

MORTLAKE WITH EAST SHEEN PAROCHIAL CHURCH COUNCIL

BALANCE SHEET AT 31 DECEMBER 2024

----- Start of picture text -----
Note 2024 2023
£ £ f £
FIXED ASSETS
Land and buildings 3(a) 86,057 86,057
Movable church furnishings 3(b) = 3
Investments 3(c) 125,379 119,520
Deposits 15,298 15,298
226,734 220,875
CURRENT ASSETS
Stock 214 214
Debtors 4 46,005 46,730
Cash at bank and in hand 487,828 648,397
534,047 695,341
LIABILITIES; AMOUNTS FALLING
DUE WITHIN ONE YEAR S(a) (16,591) (18,171)
NET CURRENT ASSETS 517,456 677,170
TOTAL ASSETS LESS CURRENT LIABILITIES 744,190 898,045
LIABILITIES DUE AFTER MORE THAN ONE YEAR : ~
NET ASSETS 744,190 898,045
FUNDS 6
Unrestricted 9(d) 97,612 97,379
Designated 9(c) 237,890 399,148
Restricted 9(b) 267,009 265,697
Endowment 9(a) 141,679 135,821
FUNDS TOTAL 744,190 898,045
Approved by the Parochial Church Council and signed on its behalf by:
tall (Rector) . Jonathan Blythe (Treasurer) Blythe (Treasurer)
----- End of picture text -----

Jonathan Blythe (Treasurer) Blythe (Treasurer) 19 May 2025

The notes on pages A7 to A13 form part of these accounts.

The accounts of those Connected Charities managed by the Council (not subject to examination) are appended at page 14.

Page AS

MORTLAKE WITH EAST SHEEN PAROCHIAL CHURCH COUNCIL

CASH FLOW STATEMENT for the year ending 31 December 2024

----- Start of picture text -----
|||||||||||| |---|---|---|---|---|---|---|---|---|---|---| |2024|2023| |£|£|£|£| |Net cash|(utilised)/generated|by operating|activities|(see|below)|(185,744)|(95,863)| |Cash|flows from|investing|activities| |Dividends|and|interest|from|investments|25;175|21,519| |Interest|paid|:|°| |Net|cash|provided|by|investing|activities|25,175|21,519| |Change|in|cash and|cash|equivalents|in|the|reporting|period|(160,569)|(74,344)| |Cash|and|cash|equivalents|at|1 January|648,397|722,741| |Cash and|cash|equivalents|at 31|December|487,828|648,397| |Reconciliation|of net expenditure|before|investment|gains| |Net|cash|in/(out)|before|investment|gains|(159,714)|(44,167)| |Adjusted|for:| |Depreciation|charge|-|-| |Dividends|and|interest|from|investments|(25,175)|(21,519)| |Interest|paid| |(Increase)/decrease|in|debtors|and|stock|725|(11,121)| |(Decrease)/increase|in|creditors|(1,580)|(19,056)| |Net cash|(utilised)/generated|by operating|activities|(185,744)|(95,863)|

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The notes on pages A7 to A13 form part of these accounts.

Page A6

|

MORTLAKE WITH EAST SHEEN PAROCHAL CHURCH COUNCIL

NOTES TO THE FINANCIAL STATEMENTS For the year ending 31 December 2024

+ Accounting policies

Basisof Accounting

accounting standards and in accordance wah Financial Reporting Standard appacadie in the UK and Repubic of Ireland (ERS 102), Chantras Statement of Recommended Practice (SORP (FRS 102)) and the Charities Act 2011.

The accounts of the Churchwerdens of the three churches have been consolidated into the accounts of the PCC as the former are regarded as branches of the POC.

investments held by the custodian trustee (the South London Church Fund and Southwark Diocesan Board of Finance) on behalf of the POC (who are the managing trustees) together with other investments held directly by the PCC are included in the balance sheet Connected chantes separately registered wath the Charity Commission and an unregistered connected chanty are referred to in the notes.

shownat market vatue.

Funds

Endowment funds are funds, the capital of which must be maintained only income arising from investment of the endowment may be used either as restricted or unrestricted funds depending upon the purpose for which the endowment wes established,

Restricted funds represent (a) income from trusts or endowments that mey be expended only on these resincted 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 cared forward as a balance on that fund.

Unrestneted and designated funds are general funds that can be used for PCC ordinary purposes.

The accounts include trensactions, assets and liabilities for which the PCC can be hekd responsible. They do not include the @ccounts of church groups that owe an affiliation to another body nor these that are informal gatherings of church mambders.

incoming resources

Voluntary income and capital sources

income Tax recoverable on git aid donations is recognised when Claimabie. Grants and leggcves to the PCC are accounted for when the PCC is legally entitled to the amounts due. Funds raised by fund rasing events are accounted for gross.

,

Other ordinary income Rental income from letting of church premises and halls is accounted for when eamed. Parochial fees due to the PCC for weddings, funerals etc are accounted for when eared.

incomefrom investment

Dividends and interest are accounted for when due.

Realisedinvestmentgaimsgainsand and Josseslosses are recognised when investments are sold. Unrealised gains or losses are accounted for on revaluation of investmentsat 31 December.

Page AT

MORTLAKE WITH EAST SHEEN PAROCHAL CHURCH COUNCIL

NOTES TO THE FINANCIAL STATEMENTS For the year ending 31 December 2024

1 Accounting policies (continued)

Application of resources

Grants

Grants and donations are accounted for when paid.

Costs directly related to the work of the church The Parish Assessment and all other costs are accounted for when payable.

Pension costs

Where applicable Auto Enrolment pension contributions are applied through the payroll and written off in resources expended.

Fixed assets

Consecrated land and buildings and movable church furnishings

Consecrated and beneficed property is excluded from the accounts by s10(2)(a) of the Charities Act 2011.

Moveable 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 inventory of the relevant church which may be inspected. Inalienable and historic assets that existed at 31 December 2000 have not been valued as reliable cost or valuation information does not exist and, in the opinion of the PCC, the cost of valuation would not be justified. All expenditure incurred during the year on consecrated or beneficed buildings, whether maintenance or improvement, has been written off as incurred. Expenditure on items of inalienable property acquired since 1 January 2001 costing more than £10,000 has been capitalised and depreciated on a straight line basis over its anticipated useful life, items costing less than £10,000 have been charged as expenditure.

Other land and buildings

Other land and buildings held on behalf of the PCC for its own purposes are valued at cost. No depreciation is charged against such properties, since in the opinion of the PCC these properties are maintained to a standard that does not require depreciation, but any expenditure on maintenance or improvement is written off as incurred.

Other fixtures, fittings and office equipment

Equipment used within church premises is depreciated on a straight line basis over 4 years. Individual items of equipment with a purchase price of £2,000 or less are written off in the period in which the asset is acquired.

Fund raising merchandise

No value is placed on such merchandise where it can only be sold in connection with the fund raising exercise in question.

Investments

Investments are stated at market value at 31 December.

Current assets

Amounts owing to the PCC at 31 December in respect of fees, legacies, rents or other income are shown as debtors less any provision for amounts that may prove uncollectable.

Page A8

MORTLAKE WITH EAST SHEEN PAROCHIAL CHURCH COUNCIL NOTES TO THE FINANCIAL STATEMENTS (continued) For the year ending 31 December 2024

2 STAFF COSTS AND OTHER PAYMENTS FOR SERVICES Wages and salaries £64,442 (2023: £60, 183) During the year the PCC enjoyed the services of one full time and three part time secretaries, three directors of music, and two cleaners, none of whom earned £40,000 pa or more. No member of the PCC was employed The accounts include some payments made to choirs and temporary staff. No other payments were made to members of the PCC, or other persons connected with the PCC, except in respect of specific items purchased.

----- Start of picture text -----
3. ~FIXED ASSETS
3(a) Land and Buildings
86 East Sheen 17 Sheen Gate 5 Vernon Total Total
Freehold clergy houses Avenue Gardens Road 2024 2023
£ E £ £ £
COST At 31 December 2024 40,000 30,057 15,000 85,057 85,057
Freehold Land Questers Hall site (Note 10) 1,000 __1,000
86,057 __ 86.057
Consecrated land and buildings are excluded from the accounts. Other freehold property is disclosed under the
historical cost convention in accordance with the accounting policy (Note 1). It is the opinion of the Parochial Church
Council that if these assets were disclosed at market value there would be a revaluation surplus of at least £2,500,000.
3(b) Movable church furnishings 2024 2023
£ €
COST At 31 December 2024 15,925 15,925
DEPRECIATION At 1 January 2024 15,925 15,925
Charge for the year - -
At 31 December 2024 15,925 15,925
NET BOOK VALUE At 31 December 2024 - -
The movable church furnishings consist of a Yamaha grand piano at All Saints purchased in 2002, depreciated over 20 years.
3(c) Investments 2024 2023
£ £
145 CBF Investment Fund shares - historic cost £1,063 Market Value 3,352 3,277
447.78 COIF Charities Investment Fund acc shares- historic cost £8,955 Market Value 116,697 111,049
362 M&G Charifund Income Shares- historic cost £3,882 Market Value §,330 5,194
125,379 119,520
There were no purchases or sales of units in the year - the movement represents revaluation only.
4 DEBTORS 2024 2023
£ £
Income tax recoverable 20,369 18,844
Council Tax grant 12,571 8,571
Other debtors 13,065 19,315
46,005 46,730
5 LIABILITIES 2024 2023
£ £
5(a) Amounts falling due within one year
Accruals 16,591 18,171
Loans - “
Other creditors - 2
16,591 18,171
----- End of picture text -----

Page AQ

MORTLAKE WITH EAST SHEEN PAROCHIAL CHURCH COUNCIL

NOTES TO THE FINANCIAL STATEMENTS (continued) For the year ending 31 December 2024

6	ANALYSIS OF NET ASSETS BY FUND	ANALYSIS OF NET ASSETS BY FUND
			Unrestricted		Designated	Restricted	Endowment
			Funds		Funds	Funds	Funds	Total
				£	£	£	£	£
	Fixed	assets		86,057			141,679	227,736
	Current assets			28,146	237,890	267,009		633,045
	Current liabilities			-16,591				-16,591
	Fund	balance at 31 December 2024		97,612	237,890	267,009	141,679	744,190
	Fund	balance at 31 December 2023		97,379	399,148	265,697	135,621	898,045
7	TRANSFERS
	Transfers represent the net contribution from/to the		Parish from/to the		Churchwardens accounts.
8	CHARITABLE AND OTHER COMMITMENTS
	At 31	December2024 therewas no capital commitment (2023: £200,000) - see note
	funded bythe Steers Legacy portion ofthe Fabric Fund.
9	FUND BALANCES
							2024	2023
	(a)	ENDOWMENTFUNDS	See	also Note 10			£	£
		StAndrew's Mission Church Fund	(Income paidtoGeneral Fund)				127,396	121,613
		JamesNewman Bequest	(Income paidtoGeneral Fund)				3,352	3,277
		Questers HallFund	(Income paidtoGeneral Fund)				1,000	1,000
		All Saints PianoFund	(Income to All Saints Donation Fund)				9,500	9,500
		PerryBequest	(Income to All Saints DonationFund)				431	431
							141679,	135,621
	(b)	RESTRICTED FUNDS
		Community Ventures (formerlyActive Retired)					446	1,894
		All Saints Donations Fund					38,633	30,149
		ChristChurch Donations Fund					82,795	84,471
		St Mary'sTowerAppeal					5,194	4,729
		St Mary's Churchyard Fund					17,194	17,176
		St Mary's Donations Fund					5,086	17,107
		St Mary's Legacy Fund					117,661	110,171
							267,009	265,697
	(c)	DESIGNATED FUNDS
		Fabric Fund					111,062	119,806
		Fabric Fund (Steers)					122,828	275,342
		All Saints Concert Series					4,000	4,000
							237,890	399,148
	(d)	UNRESTRICTED FUNDS
		General Fund (Held mainly in cash)					11,555	11,322
		Property (Clergy Housesand church furnishings)					86,057 97.612,	86,057 —~=«97,379
	TOTALFUNDS						744,190	898,045

10 FUND DETAILS

The St Andrew's Mission Church Fund is a permanent endowment. The General Fund receives the income of this Fund.

The Questers Hall Fund owns freehold property on which a 125 year lease was granted in 1985. The annual rent is £100 for the first 25 years, £200 for the following 25 years, £400 for the next 25 years, £800 pa for the next 25 years and £1,600 for the final 25 years of the lease.

The Restricted Funds include the Donations Funds at the three churches. The restrictions which apply to the various sub-funds contained in the Donations Funds may be ascertained from the accounts prepared by the churchwardens.

Page Al0

MORTLAKE WITH EAST SHEEN PAROCHIAL CHURCH COUNCIL

NOTES TO THE FINANCIAL STATEMENTS (continued) For the year ending 31 December 2024

11. LEGACIES

The Parish is very grateful for all legacies. This year St Mary's was left £3,000 from Mary Finlay and £5,000 from Mark Lucas (2023: legacies totalled £4,652)

12 EDWARD STEERS LEGACY PROJECT

During the year substantial progress was made with the Christ Church Steers Legacy project. Further costs of £152,514 and the lighting phase is complete and the next phase is under review.

13. CONNECTED CHARITIES

The Parochial Church Council is Managing Trustee of the following Registered Charities:

Frederick Wigan Trust Registered Charity number: 249614 Figg Trust Registered Charity number: 1013745

These charities are empowered to make grants to further the General Purposes of the Parochial Church Council, subject in some cases to certain restrictions. Such grants are described as such in the Accounts. The Accounts of these Connected Charities are set out beyond.

Page All

MORTLAKE WITH EAST SHEEN PAROCHIAL CHURCH COUNCIL

NOTES TO THE FINANCIAL STATEMENTS

Appendix 1

For the year ending 31 December 2024

INCOMING RESOURCES						TOTALFUNDS	TOTALFUNDS
	Unrestricted	Unrestricted	Designated	Restricted	Endowment
	2024	2023	Funds	Funds	Funds	2024	2023
	£	£	£	£	£	£	£
Incoming resources from donors
Planned Giving	274,050	270,319				274,050	270,319
Income tax recoverable	69,993	63,089				69,993	63,089
Collections	20,745	23,491				20,745	23,491
Other donations	20,000	0	3,595			23,595	817
	em
	384,788	356,899	3,595	0	0	388,383	357,716
Other voluntaryincoming resources
Grants		0				0	0
Church contributions						0	0
Donationsand appeals				14,523		14,523	17,438
Tax recoverable on donations & appeals						0	.
Fund-raising events						0	0
Legacies				8,000		8,000	4,652
	a
Incomeresources from operating activities:
to furtherthe Council's objects
Lettings and rents	38,586	40,176	50,857			89,443	108,284
Use ofChurch			5,896			5,896	11,417
PCC Fees	6,298	4,826				6,298	4,826
Social and presentations			12,398			12,398	5,796
Activities fees and contributions	3,413	1,610	6,105	18,542		28,060	6,557
Educational activities contribution						0	0
	48,297	46,612	75,256	18,542	0	142,095	136,880
Income resources from operating activities:						.
to generate funds
Fund raising						0	0
Magazine advertising	250					250	0
	250	0	0	0	0	250	0
Otherordinaryincomingresources
Insurance claims						0	)
Sale of materials						0	0
VAT recovered						0	0
Other						0	0
	0	0	0	0	0	0	0
Income from investment
Dividends and interest	326	262				326	407
Deposit interest	20,028	19,491		4,624		24,652	19,862
Bank interest	0	0	197			197	1,250
	20,354	19,753	197	4,624	0	25,175	21,519
TOTALINCOMINGRESOURCES	453,689	423,264	79,048	45,689	0	578,426	$38,205

Page A12

MORTLAKE WITH EAST SHEEN PAROCHIAL CHURCH COUNCIL

Appendix 2

NOTES TO THE FINANCIAL STATEMENTS (continued) For the year ending 31 December 2024

----- Start of picture text -----
|||||||||| |---|---|---|---|---|---|---|---|---| |RESOURCES|USED| |Unrestricted|Unrestricted|Designated|Restricted|Endowment|TOTAL FUNDS| |2024|2023|Funds|Funds|Funds|2024|2023| |£|€|£|3|£|(3|€| |Grants| |Church|overseas:| |Missionary|societies|[)|t)| |Relief and development|agencies|5.456|7728|5,456|772| |Home|missions|and|other|Church| |soceties and organisations|17,545|11,726|4,842|22,387|13,421| |Church|contribution|to Parish|t')|0| |Other|charities|t)|0|°| |Rector's|discretion|0|VY)| |23,001|19,454|0|4,842|(°)|27,843|21,148| |Activites|directly|relating|to the|work of the|Church| |Ministry.| |Diocese:|Parish Support Fund|291,000|290,000|291,000|290,000| |Diocese:|50% of Team Vicar stipend|20,402|19,733|20,402|19,733| |Ministenal expenses|5.441|7,098|5,441|7098| |Ministerial|support|1,649|1,880|1,649|1880| |Clergy house costs|9,552|8.235|9,552|8.235| |Clergy house|repairs| |and improvements|6,240|272|6,240|272| |Churches:| |Running expenses|2,813|41,661|29,069|31,882|44.924| |Insurance|18,456|17,948|18,456|18,083| |Upkeep|of services|2,502|843|3,156|4,716|10,374|11,198| |Salaries, wages,|choir pay|36,745|36.745|K<to|[x)]| |Less Job Retention Scheme|(Furlough)|()|°| |Church|fabric:| |Repairs & improvements|(structure)|955|3,158|24,294|25,249|23577| |Repairs &|improvements|(installations)|732|%|155,861|20,598|177,191|25,870| |Fees &|expensi Quinquennial|197|210|197|210| |Support|costs:| |Activities|2,372|1,912|4,970|6,609|13,951|6,129| |Education and|training|ie)|°| |Outreach|320|300|168|488|7864| |Self|financing|activities|5,499|7,612|13,111|3,488| |Subscriptions|1,306|1,306|1011| |Presentations and|gifts|193|158|193|158| |Other costs|Q|D)| |Hall|and|Rooms:| |Running|costs|3,911|3,911|6,063| |Maintenance|3,401|3,401|5,184| |362,824|36,961|268,380|39,535|OQ|670,739|517,387| |Cost of generating funds| |Fund|raising costs|34|4|['}| |Giving scheme|costs|0|°| |34|0|0|i*)|[°)|34|0| |Church management and administration| |Secretarial|costs|27,697|26.240|27,697|26,240| |Office|costs|6,965|7,476|1,513|8,478|14,121| |Appointment|costs|0)|0|0|t)| |Website|0|2.326|0|2.328| |Bank charges|1,549|1,597|1,549|1597| |Accounts and audit|1,800|1,500|1,800|1,500| |Other|costs|1,062|te)|1,052| |Depreciation|charge|0|0|0| |38,011|40.191|1,513|0|0|39,524|43.036| |TOTAL RESOURCES|USED|423,870|455,606|269,893|44,377|QO|738.140|582,372|

----- End of picture text -----

Page Al3

MORTLAKE WITH EAST SHEEN PAROCHIAL CHURCH COUNCIL

CONNECTED CHARITIES ACCOUNTS (not subject to examination) For the year ending 31 December 2024

----- Start of picture text -----
|||||||||| |---|---|---|---|---|---|---|---|---| |Frederick|Wigan|Figg|Trust| |STATEMENT|OF|FINANCIAL|Trust| |ACTIVITIES| |2024|2023|2024|2023| |£|£|£|£| |INCOME| |Rents|31,789|29,262| |Insurance|recharge| |Dividends|and|Bank|Interest|442|325|724|716| |Total|Income|32,231|29,587|724|716| |EXPENDITURE| |Legal|&|professional|fees|2,437|1,696| |Administration|recharge|2,500|2,500| |Light &|Heat|14,679|11,569| |Water|and|Business|Rates|463|658| |Insurance|1,224|1,199| |Works|958|5,937| |Total|expenditure|22,261|23,559|)|0| |NET|INCOMING/(OUTGOING)|RESOURCES|9,970|6,028|724|716| |GAINS/LOSSES|ON|INVESTMENTS|3,793|8,303|1,201|4,545| |NET|MOVEMENT|IN|FUNDS|13,763|14,331|1,925|5,261| |BALANCES|BROUGHT|FORWARD| |AT|1|JANUARY|2024|(2023)|122,717|108,386|69,900|64,639| |BALANCES|CARRIED|FORWARD| |AT|31|DECEMBER|2024|(2023)|136,480|122,717|71,825|69,900| |BALANCE|SHEET AT|31|DECEMBER|2024|(2023)| |FIXED|ASSETS| |Investments|(COIF|Units)|78,365|74,572|53,645|52,444| |Deposits|(CBF)|3,314|3,314|;| |CURRENT|ASSETS| |Cash|at bank and|in|hand|56,005|41,886|17,456|17,456| |Debtors|-|7,333|724|-| |Creditors|(Parish)|(1,204)|(4,388)| |NET ASSETS|136,480|122,717|71,825|69,900| |FUNDS| |Endowment|Fund|3,314|3,314|54,369|52,444| |Recoupment|Fund|78,364|74,572| |Income|Fund|54,802|44,831|17,456|17,456| |TOTAL FUNDS|136,480|122,717|71,825|69,900|

----- End of picture text -----

The Frederick Wigan Trust is subject to a Recoupment Order of 60 annual payments of £149.08. 39 annual instalments have now been paid. The trust also retains a piece of land adjacent to the site of the old Wigan Hall on which stand three properties. No value has been attached to this land.

Page A14