## **Annual Report**
of the
## **Joint Council**
of
**Lincoln, St Peter in Eastgate & Lincoln, St Peter in Carlton**
For the year ended 31 December 2024
2024 Annual Report of Joint Council: Eastgate and Carlton (Charity No. 1132605)
## **Reference Information**
The Parochial Church Council of the Ecclesiastical Parish of St Peter in Eastgate with St Margaret in the Close is a charity registered with the Charity Commission for England and Wales. Charity registration number: 1132605. The parish is part of the Diocese of Lincoln.
Since 1 November 2021 a scheme has been in eOect, formally connecting the parishes of St Peter in Eastgate with St Margaret in the Close and St Peter in Carlton by the establishment of a Joint Council (JC) under the powers conferred by Rules M37-42 of the Church Representation Rules.
The oOicial correspondence address is St Peter’s Church, Eastgate, Lincoln, LN2 4AA. admin@stpeterineastgate.org.uk, 01522 546 226
## **JC Membership**
For the period 1 January 2024 until the date of approval of this report, the following people served as members of the JC:
|_Ex-o%icio members_||
|---|---|
|Vicar & Chair|Rev. Robbie Strachan (since May 2024)|
|Readers|Chris Higham|
||Pauline Wiggett (since October 2024)|
|Churchwardens|Mike Bull (Eastgate)|
||Kevin Mann (Eastgate)|
||GeoO Stratford (Carlton)|
|Elected members||
|Elected Diocesan Synod Representatives|Peter Glenn (since October 2024)|
|Elected Deanery Synod Representatives|Pauline Wiggett|
||GeoO Stratford|
||Jason Hippisley|
|Parish Representatives (Eastgate)|Jayne Besley|
||John Dagnan|
||Denise Eardley|
||Peter Glenn (until October 2024)|
||Jason Hippisley|
||Paul Tesha|
||Cate Waby|
||Graham Wiggett (JC Treasurer)|
||Roy Woodford|
|Parish Representatives (Carlton)|[vacant]|
|_Co-opted members_||
|JC Secretary|Lesley Mann (from 3 June 2024)|
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2024 Annual Report of Joint Council: Eastgate and Carlton (Charity No. 1132605)
## **Other Church O1icers**
The following served in other capacities and oOices in the church:
Parish Safeguarding OOicer Chris Jenkinson Giving Secretary Hugo Cobham Electoral Roll OOicers Roy Woodford (Eastgate) GeoO Stratford (Carlton) Health & Safety OOicer Kevin Mann Permission to OOiciate Rev. Peter Faulkner Rev. Pam Rose Rev. David Lomas (until June 2024) Authorised Lay Ministers Jayne Besley Lorna Cushnie Sarah Rose GeoO Stratford Sandie Stratford Volunteer Parish Administrator Marianne McCall Verger Denise Eardley Cleaner Kerry Kearton
The following were employed by the JC:
Organist GeoO Anderson
## **Structure, Management and Governance**
St Peter in Eastgate and St Peter in Carlton JC is a body corporate which operated under the Parochial Church Councils (Powers) Measure 1956 and the Church Representation Rules. The full JC met six times during the year. The JC also has a number of
subcommittees and Working Groups, dealing with a particular aspect of church life:
- Standing Committee
- Finance Committee
- Fabric Committee
- Mission Partnerships Committee
- Energy Working Group
- Carlton Working Group
- Climate & Ecological Emergency Working Group
- Safeguarding Team
## **Administrative Information**
The Lincoln Diocesan Board of Finance acted as Custodian Trustee for the inalienable property of the church (that is the church building).
Bankers: HSBC, 221 High Street, Lincoln (until 24 Dec 2024). The Co-operative Bank, PO Box 250, Skelmersdale, WN8 6WT (from 24 Dec 2024).
Independent Examiner: Stephen Quint, 243 Burton Road, Lincoln LNI 3UB.
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2024 Annual Report of Joint Council: Eastgate and Carlton (Charity No. 1132605)
## **Electoral Roll**
All church members were encouraged to register on the Electoral Roll of St Peter in Eastgate or St Peter in Carlton. The Eastgate Electoral Roll comprised 173 names (42 resident, 131 non-resident). The Carlton Electoral Roll comprised 25 names (19 resident, 6 non-resident).
## **Objectives and Activities**
The general functions of the Joint Council (JC) of St Peter in Eastgate & Carlton are stated with section 2 of the Parochial Church Council (Powers) Measure 1956, namely the responsibility of cooperating with the incumbent in promoting, in the ecclesiastical parish, the whole mission of the Church, pastoral, evangelistic, social, and ecumenical.
2024 has been a year of change for the church. After a period of vacancy from September 2023, Rev. Robbie Strachan was appointed as vicar on 2 May 2024. Robbie has led the JC in reflection on church culture, vision and the three values: ‘gathering, growing, going’. Building on strong evangelical foundations and the faithful gospel ministry of the church under Rev. Edward Bowes-Smith and Rev. Richard Steel, the JC hopes to launch a new vision and 2030 strategy in early 2025: “Loving Jesus, Sharing Jesus”. Our prayers for the next five years are to 1) Grow Deeper, 2) Grow Younger, 3) Serve the City, 4) Re-Establish the Carlton Plant, and 5) Support Gospel Ministry through Admin/Infrastructure.
##
- Regular public worship at 10.30am on Sunday and 11.00am on Wednesday. Other services associated with major festivals were conducted. Sunday services were broadcast live on YouTube for those unable to attend in person.
- Weddings (3), Funerals incl. cremations (12), Baptisms, incl. Thanksgivings (1).
- Christian education through Children’s Worship, Youth Group, collective worship and services for St Peter in Eastgate (Controlled) Infant School (weekly), Burton Hathow Prep School, Westgate Academy, Carlton Academy.
- Three church members and vicar acted as foundation governors at St Peter in Eastgate (Controlled) Infant School.
- Community activities, incl. Family Hour toddler group, monthly Afternoon Tea, Warm Space Initiative.
- Pastoral Work, Rooted Groups, visiting the sick and bereaved.
## **Average Attendance**
Usual Sunday attendance at St Peter in Eastgate during 2024 was 108 (of whom 20% aged < 16), and the worshipping community comprised 187 (of whom 25% aged < 18). The Carlton gathering continued to meet monthly in a home for prayer, with an average attendance of 8-10.
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2024 Annual Report of Joint Council: Eastgate and Carlton (Charity No. 1132605)
## **Volunteers**
The JC of St Peter in Eastgate & Carlton would like to express their thanks to over sixtyfive volunteers, who serve the mission and ministry of the church in a number of diOerent ways: from leading children’s worship, to washing up, to welcoming, to behindthe-scenes admin, and much more besides. “I thank my God every time I remember you. In all my prayers for all of you, I always pray with joy because of your partnership in the gospel from the first day until now, being confident of this, that he who began a good work in you will carry it on to completion until the day of Christ Jesus.” Phil. 1:3-6
## **Reports**
## **Vicar’s Report (Rev. Robbie Strachan)**
Becoming the incumbent of St Peter in Eastgate & Carlton in May 2024 has been a real joy. It is such a blessing to serve a church with such a heart for Jesus Christ. My first year has been shaped by two key priorities: ministry of the word and prayer. In 2024 we preached through the letter to Titus, thinking about how Scripture itself defines the ministry of a pastor-teacher and the life of a church, and we began an expository series on Mark’s Gospel. We also had a topical sermon series “Where is God …?”, thinking about church hurt, war, and suOering. All-Age Guest Services for St Peter’s Day, Harvest Festival and Christmas were well attended, especially through contacts at St Peter in Eastgate Infant School. After a short sermon series entitled “Teach Us to Pray” in September 2024, we launched a monthly prayer gathering on the third Wednesday of each month, and the pattern for weekly Morning Prayer on Wednesday Mornings continues. We have also been trying to get know the church family, through Sunday lunch hospitality at the Vicarage and home visits. The church continues to recover from the Covid pandemic, a long interregnum and other challenges, but there is much hope, and plenty of opportunity in the two parishes.
## **Children (Lesley Mann)**
St Peter in Eastgate church is fully committed to facilitating high quality children's worship and teaching. We strongly believe that children are part of our church today and can make a worthwhile contribution. Children’s worship has expanded into two groups over the last year. A newly formed 0-5 group is now firmly established with a core of 4 pre-school children and often a couple more who may be visiting. This group allows parents the opportunity to fully engage with the Sunday service. The 5-11 group has steadily grown in numbers, with a core group of 10 children, though this can grow to 16+, particularly on the first Sunday of the month. Volunteer staffing required to facilitate two groups is 20 adults, during the last twelve months staffing has been 7 adults for the 0-5 group and 7 for the 5-11 group. This has meant that some volunteers are contributing more than once a month. Further expansion, to provide a group for children over 11 years, has been restricted due to this. The curriculum has followed the scripture readings from the Sunday service, with 4 volunteers writing material and creating craft activities. This has incurred very little cost to the church. The Children’s Team is thankful to have sustained and grown its work throughout the Interregnum and anticipate and pray for further growth from this foundation alongside our incumbent.
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2024 Annual Report of Joint Council: Eastgate and Carlton (Charity No. 1132605)
## **St Peter’s Youth (Rev. Robbie Strachan)**
Much thanks is due to Ardva and Steve Brewer, who kept SPY going with limited human resources for the first part of 2024. From a small group of 11-18s, we have grown to a significant number. For our Christmas-themed Turkey Dinner event in Dec 2024, we had eighteen young people. Looking forward, the team has been significantly strengthened, and we are excited about further growth and a range of fun activities for 2025. Meeting once every two weeks, sessions include games in the church building, friendship, and an opportunity to explore the Christian faith. We completed Christianity Explored VOX course in 2024. Growth amongst younger pre-teens and teens has meant that some of our older teenagers have outgrown SPY. In 2025 we hope to launch a separate group for 16-18s.
## **Students & Young Adults (Rev. Robbie Strachan)**
From a small core of four young adults who completed Christianity Explored at the beginning of the year, this ministry has grown significantly. We are in contact with around fifteen students and young adults, and regularly get a dozen at our weekly Thursday night Rooted Group, including students from University of Lincoln and Bishop Grosseteste University. Our Rooted Group consists of a shared meal at The Vicarage, followed by Bible Study and prayer. In 2024, we studied the book of Colossians, and are currently doing a Bible Overview in nine sessions. A good number of these young adults are involved in Sunday services, and some serve in different ways. Our prayer is that others will grow in their commitment to Sunday worship, and the wider church family.
## **Pastoral Care (Pauline Wiggett)**
The vehicle for most of the pastoral care at St. Peter’s has been the Rooted Groups. Eight groups met regularly throughout the year with a new group starting for young adults after Robbie’s arrival. Two ALM pastoral visitors have also been available for situations not covered by rooted groups. Two people from the prayer ministry team have been available to pray with individuals after the Sunday service, even though the team has gradually been depleted throughout the year. John Dagnan has taken over management of that team. Towards the end of 2024, a group of people with a heart for pastoral care met to start working towards more joined up thinking insuring that people don’t “fall through the gaps”. Pauline Wiggett was appointed pastoral care lead and meets regularly with Robbie.
## **Women’s Ministry (Catherine Ross)**
During the year we have had a number of craft evenings partially in an effort to maintain contact with the adults who attended Family Hour and whose children have moved on to school as well as women who are unable to attend daytime events and form friendships because they work full time. As a result these events are held on a Friday night at 7.30pm. It was also an attempt to again address loneliness and the difficulty of making social contacts. These evenings are a mixture of purely social events and events with a craft followed by a short talk. It is open to all women churched and unchurched. At the first events in January around 5 people attended. The last events run in October and November attracted at least 30 women. The number of individuals now helping prepare the crafts and run these evenings is also growing and I have received a number
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2024 Annual Report of Joint Council: Eastgate and Carlton (Charity No. 1132605)
of requests for when the next event is to take place as well as offers for help in organising or running a craft table.
## **Carlton (Sandie Stratford)**
Four regular events continue: a Gathering on the third Sunday, a contemplative walk in the quarry on the first Sunday, a monthly service at Olsen Court residential home, and our fortnightly Rooted Group, which has grown and might multiply to two groups in 2025. In July we held two meetings in the Poacher to introduce Robbie: about 30 attended. We looked at a small premises to rent near the Carlton Centre, but it felt premature. A small group - called YARNS - started meeting weekly with Muslim women for English practice and/ or crafts. This has provided a rich friendship. The big event of the year was the Carols and Christmas Lights Switch-on, on Advent Sunday, working with the Coop, and with support from the primary school and Go Dance. Around 100 people came. We did some Carol busking outside the Coop, and visited a few doorsteps.
## **Family Hour (Catherine Ross)**
Family Hour is a group run for 1-5 year old children and their accompanying adults. The purpose is dual. Firstly, to provide a safe and interesting environment for early years children to visit where they can learn to socialise with children and adults outside the family unit, in preparation for Nursery or school, as well as an introduction to church should that be something their families wish to pursue. It also provides a place for their accompanying adults to share and unload to another adult to be nurtured and listened to, to maybe simply just talk to another adult. Child rearing is lonely and unrelenting. We aim to provide a break. It runs on Tuesday mornings 10-11.30 am during term time. There are approximately 30 families registered with on average around 15 families a week although this varies from week to week. The format for the session includes a craft or activity, story time which now includes a toddler appropriate Bible story, song time with instruments and a drink and biscuits/fruit for the children. Adults are offered drinks throughout the session. Adults include mothers, fathers, grandparents and one childminder. There is a team of 5 regular volunteers. We aim to have different sessions at the end of term eg Christmas party, Easter egg hunt , Summer waterplay and maybe parachutes. Within the term, the crafts will follow the seasons and event days eg Remembrance, 5th November, Shrove Tuesday, Mother’s Day, Father’s Day, Valentines Day etc
## **Afternoon Tea (Jane Lund)**
The Afternoon Tea oOers a warm welcome to everyone for friendship, fun and food. Every other month we have a themed tea, celebrating special events such as Lincolnshire Day, Shrove Tuesday, Easter, Wimbledon, Christmas etc. Children from Eastgate Infants come to sing carols at our Christmas tea and we have a quiz on Lincolnshire at the tea in October. In 2024 the number attending the tea each month ranged between 21 and 41, the average being 27. This included church members, their family, friends, neighbours, grandparents of children at Eastgate Infants, those living inside and outside of the parish, and mostly the retired. Our wonderful team have risen to the challenge of making sandwiches and savouries, cakes and sweets, moving and laying tables, arranging flowers, serving cups of tea, chatting and listening, then
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2024 Annual Report of Joint Council: Eastgate and Carlton (Charity No. 1132605)
clearing tables, washing up and drying, putting everything away, vacuuming, washing cloths etc., but it has been so worth it! We have seen the goodness and provision of our loving Father each month and are constantly amazed, blessed and thankful!
## **Fabric (Rick Lund)**
_Summary._ As with 2023, this was a very busy year with varied projects. Roof problems resulting from the short but sharp snowstorm at the beginning of December 2023, could not be addressed until January 2024. The very generous support of the congregation, the Garfield Weston Foundation, the Benefact Trust and the ON Organ Trust, more than matched the funds pledged by the Joint Council towards the repair and upgrade of the Pipe Organ. However, progress with the final phase of the Quinquennial Inspection 2021 repairs was thwarted by diOiculties obtaining value for money quotes from conservation builders.
_Roof Repairs._ The snowstorm of December 2023 was short and sharp with the melting snow causing slippage of a number of slates. The initial repairs addressed the visible slipped slates. However, damage had also occurred in other areas and further repairs, identified by water leaks, required a significant number of slates to be lifted and repairs made. This is further evidence of the precarious state of the main Nave roof, which is now 150 years old.
_Organ Repair & Upgrade._ Following the successful fund raising and faculty approval, a contract was let to Aistrup & Hind for the repair and upgrade of the pipe organ. Originally envisaged as a 12-week project, this stretched to 14 weeks due to additional repairs required arising from damage that occurred in 1961, as a consequence of a boiler leak. The organ has now been thoroughly cleaned, voiced and tuned, and is back in service. Electric actuators have been introduced for the organ stops and additional foot piston controls and memory switches make the organ playing easier and hopefully, more consistent. The excellent work of Chris Hind and his dedicated organ building team is commended.
_Quinquennial Repairs – Final Phase._ issue, it proved to be extremely diOicult to obtain quotes for the necessary repairs to the flat roof area above the kitchen & toilets, plus the roof of the porch. Complications also arose with the Faculty approval by the Diocesan Advisory Committee. However, it is hoped that these problems will be resolved in 2025.
_Electrical Repairs._ Additional repairs have been completed to the electrical circuits, with new power supply wiring required for the electronic aspects of the organ upgrade.
## **Finance (Graham Wiggett)**
During 2024, the Finance Sub Committee met six times, assisting the Treasurer, and making recommendations to the JC. Thanks to the generosity of St Peter's members, the financial year closed with ordinary voluntary giving to the General Fund approx. £3K more than was budgeted. Additionally, we were greatly blessed to have received two large gifts, of £20K each, to the General Fund. Also, higher than normal interest rates ensured that our investment returns were greater than anticipated so, our overall income was almost exactly £5K over budget. God’s generosity to St Peters enabled us also to be generous and the Mission Partnerships Committee’s recommendations to the Joint Council enabled us to distribute a substantial tithe of our income to organisations working locally, nationally and internationally. Gift Aid forms a
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2024 Annual Report of Joint Council: Eastgate and Carlton (Charity No. 1132605)
substantial part of St Peters income (more than £21K in 2024) and we are very grateful to those of our donors who have authorised us to claim the tax back from HMRC on their gifts. This increases the value of each gift by a further 25%. Undoubtedly, the Organ Project will get a well-deserved mention in the Fabric section, but in this finance section, acknowledgement is due to all those who gave so very generously, over and above their regular giving, to enable the project to go ahead. We did receive some grants, but those were relatively small compared to the contributions made by the congregation and the Joint Council, which allocated half of the total cost from its reserves. The other significant change in 2024 was the move of our banking from HSBC to the Co-op, partly for financial and partly for ethical reasons.
## **Safeguarding (Chris Wilson)**
The Joint Council (JC), in June 2024, agreed to continue to adopt the Diocese Safeguarding policy, and to the best of its knowledge, has taken all reasonable steps to comply with their duty under Section 5 of the Safeguarding and Clergy discipline Measure 2016 (duty to have regard to the House of Bishops’ guidance on safeguarding children and vulnerable adults), and to comply with all relevant updates. Safeguarding remains a standing item at every meeting of the JC.
Safeguarding policies and procedures have been approved by the JC and continue to be reviewed. At meetings of the JC a Safeguarding Action Plan is approved (see most recent Action Plan), making use of the Parish Dashboard tool, which is an online tool to help PSO’s ensure we are compliant with statutory requirements and following best practice. I am pleased to report a high level of compliance at level 3 on the Dashboard (the highest level on the toolkit). In 2024 we also began using an additional online tool to monitor and review safer recruitment and people management.
DBS checks are all up to date. Reviews of all necessary renewals are now ongoing. Much work has been done to ensure mandatory training has been completed. It is hoped that we will all take responsibility to ensure we are up to date with all safeguarding training for our roles. All new volunteers have been appointed following the Safer Recruitment and People Management Guidance. Risk assessments are in place and will be reviewed on an ongoing basis. There is adequate insurance cover for all Church activities.
The PSO would like to thank the whole congregation, as well as Joint Council members, for their cooperation and support in taking on board the requirements of safeguarding compliance. While the intention behind them is protective, like a lot of legislation, the minutiae can appear and feel restrictive. Thank you for your patience and friendliness, everyone.
We all need to stay aware of those who are vulnerable in our communities, both adults and children, and know what to do should an issue arise. Please do contact me if you have any questions or concerns.
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2024 Annual Report of Joint Council: Eastgate and Carlton (Charity No. 1132605)
## **The Parochial Church Council (PCC) of the Ecclesiastical Parish of Saint Peter in Eastgate with Saint Margaret in the Close**
Independent Examiner’s Report to the PCC for the Year Ended 31 December 2024
I report on the accounts for the year ended 31 December 2024 as set out on the following pages.
## **Respective responsibilities of the PCC and the Independent Examiner**
As the thresholds for a full audit have not been met, the PCC considers that an audit is not required for this year under section 144(2) of the Charities Act 2011 and that an independent examination is needed.
It is my responsibility to:
- Examine the accounts under section 145 of the Charities Act 2011
- Follow the procedures laid down in the General Directions given by the Charity Commissioners under section 145(5)(b) of the Charities Act 2011, and
- State whether particular matters have come to my attention
## **Basis of Independent Examiner’s Statement**
My examination was carried out in accordance with the General Directions given by the Charity Commission.
An examination includes a review of the accounting records kept by the PCC and a comparison of the accounts with those records. It also includes consideration of any unusual items or disclosures in the accounts and seeking explanations from the PCC concerning such matters. The procedures undertaken do not provide all the evidence that would be required in a full audit, and consequently I do not express an opinion on the accounts.
## **Independent Examiner’s Statement**
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 accounting records in accordance with section 130 of the 2011 Act, or
- to prepare accounts which accord with these accounting records have not been met, or
- 2) To which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.
Name: Stephen Quint ~~,~~ Date: 11 April 2025
Signature:
Address: 243 Burton Road, Lincoln, LN1 3UB
Relevant professional qualification or body: Chartered Institute of Public Finance & Accountancy
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2024 Annual Report of Joint Council: Eastgate and Carlton (Charity No. 1132605)
## **Joint Council: Eastgate and Carlton - 1132605**
## **Statement of Financial Activities (SOFA)**
## **For the period from 01 January 2024 to 31 December 2024**
**----- Start of picture text -----**
Notes Unrestricted Designated Restricted Endow. Total 2024 Total 2023
funds funds funds funds funds funds
Income and endowments from:
Donations and legacies 159,726 1060 96,138 0 256,924 195,102
Income from charitable activities 2,404 0 0 0 2,404 2,789
Other trading activities 987 0 0 0 987 4,096
Investments 5,875 2,259 42,196 0 50,331 41,469
Other income 743 0 0 0 743 18
Total income 1 169,735 3,320 138,334 0 311,389 243,474
Expenditure on:
Raising funds 84 0 0 0 84 1,615
Expenditure on charitable activities 100,527 32,503 36,774 0 169,805 158,063
Other expenditure 446 0 0 0 446 689
Total expenditure 2 101,058 32,503 36,774 0 170,335 160,367
Gains / losses on investment assets 3 530 0 0 0 530 1,797
Net income / (expenditure) before transfers 69,207 -29,184 101,560 0 141,583 84,904
Transfers
Gross transfers between funds - in 7,515 75,316 1,009 0 83,839 24,637
Gross transfers between funds - out -75,523 -7,031 -1,285 0 -83,839 -24,637
Total transfers 4 -68,008 68,284 -277 0 0 0
Net movement in funds 1,199 39,101 101,283 0 141,583 84,904
Reconciliation of funds
Total funds brought forward 169,718 90,420 829,513 0 1,089,650 1,004,746
Total funds carried forward 170,917 129,520 930,796 0 1,231,233 1,089,650
Represented by 9
Unrestricted
General fund 170,917 0 0 0 170,917 169,718
Designated 0
Boiler replacement 0 3,000 0 0 3,000 3,000
Events 0 0 0 0 0 85
IT replacement 0 0 0 0 0 803
Legacy - RB 0 52,259 0 0 52,259 50,000
Mission Partnerships 0 13,079 0 0 13,079 27,608
Organ and works 0 26,792.07 0 0 26,792 2,683
Quinquennial 0 33,900 0 0 33,900 5,411
Trading 0 0 0 0 0 42
Vicar's discretionary 0 490 0 0 490 788
Restricted 0
Events 0 0 0 0 0 289
Fabric 0 0 62,500 0 62,500 0
FiSH Project 0 0 0 0 0 3,246
Legacy - Carlton 0 0 861,923 0 861,923 819,727
Organ and works 0 0 123.48 0 123 0
Quinquennial 0 0 6,250 0 6,250 6,250
170,917 129,520 930,796 0 1,231,233 1,089,650
**----- End of picture text -----**
**There may be minor discrepancies in the totals if the pence are not being shown**
**_____________________________________________________________________________________________________________**
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2024 Annual Report of Joint Council: Eastgate and Carlton (Charity No. 1132605)
## **Joint Council: Eastgate and Carlton - 1132605 Balance Sheet detailed**
**----- Start of picture text -----**
As at As at
Notes 31/12/2024 31/12/2023
Fixed assets
3201: BlackRock Bond Fund 7,799 8,159
3202: BlackRock Equity Fund 32,765 31,875
Total Fixed assets 40,564 40,034
Current assets
3101: HSBC Current (xxxx5525) 16,340
3102: HSBC Deposit (xxxx2849) 31,523 79,772
3103: HSBC Deposit (xxxx8900) 46,694 78,884
3104: HSBC Deposit (xxxx5162) 63,472 13,204
3105: CCLA CBF CofE dep. acct. 914,138 822,362
3106: CCLA COIF Charities dep. acct. 35,569 33,852
3107: Co-op Current (xxxx8054) 28,094
3141: Cash in hand 51,702 4,763
5 Z05: Accounts Receivable 319 354
Z051: Gift Aid & GASDS Receivable 13,170 1,178
Z053: Accounts Receivable (LDTBF)
6 Z054: Gifts Receivable 32 114
7 Z055: Prepayments & Income Accruals 7,246 8,046
Total Current assets 1,191,959 1,058,868
Liabilities
6699: Agency collections 100
8 Z04: Accounts Payable 1,289 6,125
Z041: Accruals 27
Z042: Refundable deposit
Z043: Grants returnable 3,000
Total Liabilities 1,289 9,252
Net Asset surplus (deficit) 1,231,233 1,089,650
Reserves
Excess / (deficit) to date 141,054 83,107
Z01: Starting balances 1,089,650 1,004,746
Z02: Other gains/(losses) 530 1,797
Total Reserves 1,231,233 1,089,650
Approved by the Joint Council on
03 March 2025
Represented by Funds
and signed on its behalf by Revd. Unrestricted 170,917 169,718
Robbie Strachan (Joint Council Designated 129,520 90,420
Chair) Restricted 930,796 829,513
Endowment
Total 1,231,233 1,089,650
**----- End of picture text -----**
**There may be minor discrepancies in the totals if the pence are not being shown**
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2024 Annual Report of Joint Council: Eastgate and Carlton (Charity No. 1132605)
## **Accounting Policies for the Year Ended 31 December 2024**
## **Basis of preparation**
the Statement of Recommended Practice, Accounting and Reporting by Charities (SORP (FRS 102)). The financial statements have been prepared under the Charities Act 2011 and in accordance with the Church Accounting Regulations 2006 governing the individual accounts of JCs, and with the Regulations’ ‘true and fair view’ provisions.
## **Incoming Resources**
|Recognition of
incoming
resources|These are included in the Statement of Financial Activities (SOFA)
when:
1. The JC becomes legally entitled to the beneft of use of the
resources;
2. and infow of economic beneft is probable;
3. and the monetary value can be measured with suOicient
reliability.|
|---|---|
|Regular giving|All freely oOered gifts and donations, however given, that are given
regularly, whether weekly, monthly or annually. Regular giving to the
General Fund is what determines St Peters ‘tithe’ to other charities
and organisations with aims and objectives similar to our own.|
|Voluntary receipts|All freely oOered gifts and donations, regular or not (including the
associated Gift Aid and Gift Aid Small Donations Scheme (GASDS
income from HMRC).|
|Fundraising
income|Money raised from events and trading activities (e.g. a fete, a garden
party or sale of books and magazines) are reported gross in the SOFA
– i.e. before the deduction of anycosts from thegrossproceeds.|
|Grants and
donations|Are included in the SOFA when any preconditions preventing their use
by the JC have been met. For collections and planned giving this is
when the funds are received.|
|Gift Aid and
GASDS tax claims
on monetary gifts|Are included in the SOFA at the same time as the cash donations to
which they relate.|
|Gifts in kind|Are accounted for at a reasonable estimate of their fair value at the
time the gift is given, if feasible, or else at the amount actually
realised from their disposal.
Gifts in kind for sale to fund the JC are included in the accounts at
their estimated fair value at the date the gift is given, if feasible, or
else recognised when sold by the charity.
Gifts in kind for the JC’s own use are included in the SOFA as
incoming resources at their fair value when receivable, and expensed
as and when consumed in use. Gifts of fxed assets,if material,are|
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2024 Annual Report of Joint Council: Eastgate and Carlton (Charity No. 1132605)
||included in the balance sheet at their fair value and expensed over the
asset’s useful economic life.|
|---|---|
|Donated services
and facilities|Are included in income (and at the same time in resources expended)
at the estimated fair value to the JC of the service or facilityreceived.|
|Volunteer help|The value of any voluntary help received is not included in the
accounts but is described in the Trustees’ Annual Report.|
|Rental income|Rental income from letting the church is recognised when the rental is
due.|
|Investment
income|Is included in the accounts when receivable.|
|Investment gains
and losses|This includes any gain or loss on the sale of investments and any gain
or loss resulting from the revaluation of investments to market value
at the end of the fnancialyear.|
## **Expenditure and Liabilities**
|Recognition of
liabilities|These are recognised as soon as there is a legal or constructive
obligation and settlement isprobable andquantifable.|
|---|---|
|Governance costs|Include costs of the preparation and examination of statutory
accounts, the costs of trustee meetings and costs of any legal advice
to trustees ongovernance or constitutional matters.|
|Grants payable
without
performance
conditions|These are recognised in the accounts when a commitment has been
made externally and there are no preconditions still to be met for
entitlement to the grant that remain within the control of the JC.|
|Support costs (if
allocated across
more than one
heading)|Include central functions that have been allocated to activity cost
categories on a basis consistent with the use of resources.|
## **Assets**
|**Assets**||
|---|---|
|Tangible fxed
assets for use by
charity|These are not capitalised and depreciated in the accounts but written
oO completely in the year of acquisition. While the assets may have
an ongoing value to the JC they are likely to have little realisable or
economic value to the JC in future periods. This policy has been
adopted to better refect the actual usage of funds each year and the
amount of liquid funds available to the JC at the end of each
accounting period.|
|Investments|Investments quoted on a recognised stock exchange, or whose value
derives from them, are valued at market value at the year end. Other
investment assets are included in the accounts at the trustees’ best
estimate of market value.|
|Trading stocks|These are valued at the lower of cost (or gift value) or year end fair
value.|
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2024 Annual Report of Joint Council: Eastgate and Carlton (Charity No. 1132605)
|Short-term
deposits|Deposits either with CCLA Church of England Funds or at the bank.|
|---|---|
|**Funds**||
|Unrestricted funds|These represent the remaining income funds of the JC that are
available for spending on the general purposes of the JC, including
amounts designated by the JC for fxed assets for its own use or for
spending on a future project and that are therefore not included in its
‘free reserves’ as detailed below.|
|Designated funds|These are unrestricted funds that have been ‘set aside’, by the JC, for
specifc purposes, but which may be ‘un-designated’ by a subsequent
decision of the JC.|
|Restricted funds|These are income funds that must be spent on restricted purposes
and details of the funds held and restrictions provided are shown in
the notes to the accounts.|
|Endowment funds|These are restricted funds that must be retained as trust capital either
permanently or subject to a discretionary power to spend capital as
income, and where the use of any income or other beneft derived
from the capital may be restricted or unrestricted. Full details of all
their restrictions are shown in the notes to the accounts.|
|**Other**||
|Reserves|The JC has adopted a reserves policy to maintain a minimum balance
of free reserves equatingto three months of expenditure.|
|VAT|The JC is not registered for VAT.|
Page 15 of 21
2024 Annual Report of Joint Council: Eastgate and Carlton (Charity No. 1132605)
## **Notes to the Financial Statements Selected period: 01 January 2024 to 31 December 2024**
**----- Start of picture text -----**
Totals
Unrestricted Designated Restricted Endowment 2024 2023
Note 1 - Total Income
Donations and legacies
Regular giving 88,956 88,956 92,125
Collections at services 4,759 4,759 3,500
SumUp - contactless 1,372 1,372 1,301
All other voluntary receipts 43,162 64,915 108,077 7,934
Gift Aid and GASDS 21,370 14,494 35,864 31,466
Legacies received 50,000
Grants received 107 1,060 16,729.32 17,896 8,776
Donations and legacies Totals 159,726 1,060 96,138 256,924 195,102
Income from charitable activities
Fees (funerals & marriages) 2,089 2,089 2,789
Heating incme 315 315
Income from charitable activities 2,404 2,404 2,789
Totals
Other trading activities
Trading activities 987 987 4,096
Other trading activities Totals 987 987 4,096
Investments
Dividends, interest, etc. 5,875 2,259 42,196 50,331 41,469
Investments Totals 5,875 2,259 42,196 50,331 41,469
Other income
Fundraising activities - gross 503 503
Misc. income 240 240 18
Other income Totals 743 743 18
Income Grand totals 169,735 3,320 138,334 311,389 243,474
**----- End of picture text -----**
**There may be minor discrepancies in the totals if the pence are not being shown**
**__________________________________________________________________________________________________________**
Page 16 of 21
2024 Annual Report of Joint Council: Eastgate and Carlton (Charity No. 1132605)
## **Notes to the Financial Statements Selected period: 01 January 2024 to 31 December 2024**
**----- Start of picture text -----**
Totals
Unrestricted Designated Restricted Endowment 2024 2023
Note 2 - Total expenditure
Raising funds
Costs of fundraising 84 84 1,615
Raising funds Totals 84 84 1,615
Expenditure on charitable activities
Mission giving (FUND) 23,608 3,246 26,854 5,215
Vicar's discretionary (FUND) 431.49 431 1,514
Covenant Pledge 71,663 71,663 68,250
Salaries and payroll expsenses 1,948 1,948 1,858
Clergy expenses 43 43 1,057
Mission & evangelism expenses 1,079 1,079 135
Insurance 2,773 2,773 4,396
Copyright (CCLI & RSCM) 845 845 957
Building repairs & maintenance 4,258 4,258 1,284
Equipment repairs & maintenance 875 875 3,768
Grounds maintenance 183 183 975
Cleaning 1,671 1,671 2,257
Organ repairs & maintenance 8,384 31,766 40,151 828
Audio visual 345 345 174
Telelphone & broadband 1,185 1,185 1,143
Stationery 129 129 83
Photocopier 414 414 191
Refreshments & sundries 922 922 717
Office IT 3,144 3,144 2,042
General ministry expenses 505 505 1,006
Music ministry 30 30
Women's ministry 100 100
Student ministry 187 187 30
Children's ministry 222 222 150
Youth/SPY ministry 119 119 20
Family hour/plus 213 213 57
Bank Charges 127 4 131 130
Office expenses 77 77 24
Publicity expenses 534 534 22
Health & Safety 63 63 414
Professional Fees 0 70
Electricity 2,974 2,974 3,454
Gas 3,231 3,231 5,708
Water 639 639 135
Books 29 1,758 1,787 143
Major repairs & maintenance (FUND) 80 80 49,858
Expenditure on charitable activities 100,527 32,503 36,774 169,805 158,063
Totals
Other expenditure
Costs of trading 530
Misc. expenditure 446 446 160
Other expenditure Totals 446 446 689
Expenditure Grand Totals 101,058 32,503 36,774 170,335 160,367
**----- End of picture text -----**
**__________________________________________________________________________________________________________**
**There may be minor discrepancies in the totals if the pence are not being shown**
Page 17 of 21
2024 Annual Report of Joint Council: Eastgate and Carlton (Charity No. 1132605)
## **Notes to the Financial Statements Selected period: 01 January 2024 to 31 December 2024**
||**Totals**|
|---|---|
||**Unrestricted**
**2024**
**2023**
**Designated**
**Restricted**
**Endowment**|
|**Note 3 - Gains / losses on investment assets**
**_Other Gains / losses_**
Black Rock investments
530
530
1,797||
|**Note 4 - Fund Transfers**
Events to General
General to Mission Partnerships
General to Organ and Works
General to Quinquennial
General to Vicar's Discretionary
IT Replacement to General
Organ & Works to Quinqennial
Organ & Works to Quinqennial
Pew Bibles to General
Trading to General
Vicar's Disc. to Mission Partnerships
Vicar's Disc. to Mission Partnerships
**_Other Gains / losses Totals_**|-85
0
0
8,291
0
0
31,390
0
0
28,612
0
0
-921
921
0
0
-803
0
0
-14
0
14
0
513
0
0
-42
0
0
-788
-788
-3,250
788
788
3,250
**1,797**
42
**530**
**530**
374
-8,291
-31,916
-28,612
-289
803
526
-14
14
-513|
|**Note 5 - Accounts Receivable**
**_Fund Transfers Totals_**
Black Rock Dec. dividends & interest|**68,284**
319
**-68,008**
**0**
**0**
319
354
**-277**|
|**Note 6 - Gifts Receivable**
**_Acounts Receivable Totals_**
SumUp (Contactless)|32
**354**
**319**
**319**
32
114|
|**Note 7 - Prepayments and Income**
CCLI Jan-Oct 25
Elec (01-20 Jan)
RSCM 2025 Subscription
**_Gifts Receivable Totals_**
LPWGS anticipated VAT refunds|**Accruals**
561
561
108
108
107
1,104
5,229
137
137
**114**
**32**
**32**
6,440
8,046|
|**_Prepay. and Inc. Accruals Totals_**|**1,104**
**5,229**
**7,246**
**8,046**
**913**|
**There may be minor discrepancies in the totals if the pence are not being shown**
**__________________________________________________________________________________________________________**
Page 18 of 21
2024 Annual Report of Joint Council: Eastgate and Carlton (Charity No. 1132605)
## **Notes to the Financial Statements Selected period: 01 January 2024 to 31 December 2024**
||**Totals**|
|---|---|
||**Unrestricted**
**2024**
**2023**
**Designated**
**Restricted**
**Endowment**|
|**Note 8 - Accounts Payable**
Britiash Gas (elec & gas)
ChurchSuite (monthly subs)
Digitech (photocopier use)
Volunteer expenses (Dec)
SSE - Final elec bill
Wave (Anglian Water)|-786
-786
-57
-57
-12
-12
-344
-344
9
9
-98
-98|
|**Note 9 - Outline of Fund Movements**
**Fund & Type**
**b/f from 2023**
**Incoming**
**Transfers**
**Gains & losses**
**c/f to 2025**
Boiler (des)
Events (des)
Events (res)
Fabric (res)
62,500
FiSH Project (res)
General (unres)
169,735
IT Replacement (des)
Legacy - Carlton (res)
42,195
Legacy - RB (des)
2,259
Mission Partnerships (des)
Organ & Related Work (des)
1,104
Organ & Related Work (res)
31,367
Pew Bibles (res)
2,271
Quinquennial (des)
-44
Quinquennial (res)
Trading
Vicar's Discretionary (des)
**_Accounts Payable Totals_**
**-1,289**
**-1,289**
**-6,125**
-85
-289
170,917
0
861,923
52,259
13,079
26,792
**Outgoing**
-68,008
3,000
85
289
3,246
169,718
5,411
6,250
42
788
819,727
50,000
27,608
2,683
-3,246
-101,058
-23,608
-8,385
803
-31,756
-1,758
-80
-14
-431
28,612
14
-42
134
530
-803
9,079
31,390
512
-513
3,000
0
0
62,500
0
123
0
33,900
6,250
0
490||
|**_Fund Totals_**|**311,389**
**1,089,650**
**-170,335**
**-0**
**530**
**1,231,233**|
**There may be minor discrepancies in the totals if the pence are not being shown**
**__________________________________________________________________________________________________________**
Page 19 of 21
2024 Annual Report of Joint Council: Eastgate and Carlton (Charity No. 1132605)
**----- Start of picture text -----**
2024 General Fund Income and Expenditure
180,000
10,116
160,000
140,000
43,162
890
120,000
10,000
21,370 8,006
100,000
1,372
4,759
80,000
60,000
88,956
100,527
40,000
20,000
0
Income Expenditure
Regular General Fund giving Collections at services
SumUp - contactless Gift Aid and GASDS
All other voluntary receipts Other income
General Fund Expenditure Transfer to Mission Fund
Transfer to Quinquennial Fund Transfer to Vicar's Discretionary Fund
**----- End of picture text -----**
Joint Council is committed, in 2024, to transferring the following, on 01 January 2025, from the General Fund surplus:
Mission Partnerships Fund (9% of Regular giving) £ 8,006 Quinquennial Fund (provision for 2026 QI expenses) £10,000 Vicar’s Discretionary Fund (1% of Regular giving) £ 890
**There may be minor discrepancies in the totals if the pence are not being shown**
_________________________________________________________________________________________
Page 20 of 21
2024 Annual Report of Joint Council: Eastgate and Carlton (Charity No. 1132605)
## **Glossary of Terms used throughout the Annual Report**
**CB** CB Church of England Deposit Fund (CCLA) **CCLA** Churches, Charities and Local Authorities **CCLI** Christian Copyright Licensing International Ltd **CO** CO Charities Deposit Fund (CCLA) **CofE** Church or England **DEC.** December **DES** Designated **DISC.** Discretionary **ENDOW.** Endowment **FiSH** Food in School Holidays **GASDS** Gift Aid Small Donations Scheme **HMRC** His Majesty’s Revenue and Customs **HSBC** Hongkong and Shanghai Banking Corporation Limited **INC.** Income **IT** Information Technology **JC** Joint Council **LDTBF** Lincoln Diocese Trust and Board of Finance Ltd **LPWGS** Listed Places of Worship Grant Scheme **MISC.** Miscellaneous **PREPAY.** Prepayment **QI** Quinquennial Inspection (building inspection every 5 years) **RES** Restricted **RSCM** Royal School of Church Music **SOFA** Statement of Financial Activities **SORP** Statement of Recommended Practice **SPY** St Peters Youth **SSE** SSE Energy Supply Ltd (formerly Scottish and Southern Energy) **SUBS** Subscription **VAT** Value Added Tax
Page 21 of 21