OpenCharities

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator.

2022-12-31-accounts

St John’s & St Luke’s Together: Making Disciples who make Jesus known ANNUAL REPORT 2023

Parish of St John and St Luke Bilton

Making Disciples who make Jesus known

Report for the year 2022 Annual Parochial Church Meeting – 21[st] May 2023

The joint parish of St John and St Luke Bilton is part of the Diocese of Leeds within the Church of England. The correspondence address is: The Parish Office, St John’s Church, Bilton Lane, Harrogate, HG1 3DT.

The membership of the Parochial Church Council for the period May 2022 - May 2023 was as follows:

Ex Officio Members

Clergy: Simon Dowson (Team Rector - PCC Chair) Laura Martin (Curate) Deanery Synod Reps: Jane Reichert (2020-2023) Caroline Wise Pat Fenton Liz Meade Churchwardens : Alethea Fry (St Luke’s – 1[st] elected May 2022) Jane Reichert (St John’s – 1[st] elected April 2018) Nigel Thompson (St John’s – 1[st] elected April 2008) Elected Members Rob Bath David Brown ( PCC Treasurer) Michael Crone Noel Duke Claire Golightly Michael Guy Tracey Iles Jan Johnson Andrew McHutchon Daffyd Pritchard Co-opted members: Emma James (until March 2023) Gill Clarke (from March 2023) Joe Martin In attendance: Helen Mayers ( PCC Secretary) Its bankers are: The Co-operative Bank plc - P.O. Box 101, 1 Balloon Street, Manchester, M60 4EP Independent Examiner: Miss Victoria Iley ACA CTA - c/o The Parish Office, St John’s Church, Bilton Solicitors: The Diocesan Registrar

THE PAROCHIAL CHURCH COUNCIL

The aim of the Parochial Church Council (PCC) is to co-operate with the incumbent in promoting in the parish ‘the whole mission of the church, pastoral, evangelistic, social and ecumenical’. This includes oversight of the church finances and maintenance of our church buildings, grounds and other properties. Membership of the PCC consists of clergy, churchwardens, deanery synod representatives and up to 10 lay members, elected for three-year terms at the APCM. To ensure smooth functioning of the committee, lay members’ terms of office start and finish in different years, so that we have a mixture of new and experienced lay representatives.

During the course of 2022 the PCC met on a total of 7 occasions. Some business arising between meetings was conducted via email (as allowed for in the Church Representation Rules). Topics for discussion/approval and actions taken included:

The PCC discharges its duties with the help of committees which report back to the full PCC, with minutes of their decisions discussed further as necessary. Those committees are the Finance & Buildings Committee, Green Team and Social Committee. A Standing Committee no longer reports to PCC as it has proved more expedient for any matters that would normally come before the committee to be dealt with in informal discussions between the clergy and wardens. With the appetite for social events still dented by post-pandemic concerns, the Social Committee did not convene until late in the year, when plans were made for a children’s event and a ceilidh early in 2023. It is hoped the committee will have plenty to report next year. Reports from the Finance & Buildings Committee and Green Team appear below. The Pastoral Care Team also, of course, report back regularly to PCC and details of developments there can be found in Laura’s Curate’s Report below.

Helen Mayers – PCC Secretary

FINANCE AND BUILDINGS COMMITTEE

The Finance and Buildings Committee has ten members and met on eight occasions in 2022. The issues we have dealt with included the following:

We also ensure the annual accounts are produced and examined externally.

David Brown – PCC Treasurer

GREEN TEAM

The Green team continued to meet around every 6 to 8 weeks in prayer and action to support and encourage sustainable living and caring for God’s creation.

In August we took part in the library community day with a woollen doll-making activity and selling sustainable items and holding ‘carbon conversations’. This was followed by a display on sustainable living for Libraries Week in October.

For Creation Sunday we encouraged a ‘Walk to Church’ Sunday with a children’s talk and sermon on sustainable living. A ‘green’ library has also been set up at the back of church where books can be borrowed to share ideas on sustainable living.

As part of Big Green Week in September we held a talk entitled ‘my journey living without plastic’ which generated lots of ideas and enthusiastic conversation.

We attended the online Parish Environmental meeting in September and an in-person one hosted by St Mark’s in March where we shared our work and gleaned ideas from two parishes who had taken that step further to the Gold Award.

At a coffee morning held in March 2023 we hosted a seed swap stall and gave away donated pots and planters.

We work closely with Rob and Nigel on the gardening team, who have worked tirelessly to maintain the grounds for the enjoyment of all, including the birds and the bees, with areas left unmown for encouragement of native wildlife. A team have visited regularly to identify many species and document them on the plan originally penned by Terry Wagner, now in digital format on display in both churches.

Claire Golightly – Environmental Officer

ATTENDANCE

The number of people on the Electoral Roll for St John’s Church on 31[st] December 2022 was 206. At St Luke’s the number on the Roll was 56.

Jean Burton (St John’s) and Sarah Shepherd (St Luke’s) – Electoral Roll Officers

DEANERY SYNOD

Harrogate Deanery is one of six Deaneries in the Ripon Episcopal area of the Anglican Diocese of Leeds. Its role is to serve the work of Church of England parishes (one of which is our parish - St John’s and St Luke’s) and Chaplaincies in Harrogate, Knaresborough, Starbeck and Wetherby and surrounding villages. Synod met three times in 2022: 15[th] February at Holy Trinity Church Hall, Knaresborough; 16[th] May at All Saints Church Kirkby Overblow and 18[th] October at St Wilfred’s Church, Harrogate. At each meeting speakers are welcomed to share and discuss information from the Diocese. Topics explored included the following:

Liz Meade, Caroline Wise, Jane Reichert and Pat Fenton – Deanery Synod reps

YOUTHWORK REPORT

“I love this group; I love everyone in it.... they’re just like my family and even though I don’t see them anywhere else or at school, I know they’re always here.”

This phrase was spoken by one of our young people at 4twelve a few weeks ago and I wanted to start this report off by quoting it because I think it encapsulates everything we’ve been working to achieve in the last three years since this church has employed a youth worker: to build relationships with the young people and to create a sense of belonging and a sense of community between them. In other words to help them feel that they are part of a family. Because I really believe that when young people feel safe and accepted, they can be themselves and from there they can see who they are in God and then the real discipleship can begin!

Here are a few selected ways we have continued to build these relationships with the young people within our own church and through joining with other churches within Harrogate:

And here are ways that we are connecting with young people who are not already part of a church:

I am so grateful that St John’s and St Luke’s have made the decision to keep funding the role of a youth worker, and especially thankful for the team who have produced the Impact Statement and that are applying for grants, as well as both congregations who are giving so generously. But I’m not just grateful for myself and for the fact that my job is continuing, but also on behalf of all the young people. Because it means that everything we are doing to pass on the gospel to the next generation can continue: all those meetings, those 1:1 chats, the discussions, the games, the walks, the coaching, the hot chocolates, the sleepless nights at camps and the mountains of donuts and pizzas. Because I can’t really conceive of anything more important or necessary than telling them God’s story and showing them God’s love so that they can know it for themselves.

Emma James – Youth Worker

SAFEGUARDING REPORT

Note: The PCC has complied with the duty under section 5 of the Safeguarding and Clergy Discipline Measure 2016 (duty to have due regard to House of Bishops’ guidance on safeguarding children and vulnerable adults).

St John’s and St Luke’s has adopted the national policy document “Promoting a Safer Church”, which ensures the safeguarding of children, young people and adults. Copies of this policy document are available at both churches. A Parish Safeguarding Handbook was produced during 2018 which provides advice and information to strengthen the day to day working of parishes with regard to safeguarding. Copies of the handbook are again available in both churches. As a church St John’s and St Luke’s formally adopt the House of Bishops’ “Promoting a Safer Church: Safeguarding Policy Statement” which is annually agreed with the PCC and signed. Copies of this statement are displayed at both churches. We use the national “Practice Guidance for Safer Recruiting” in all our recruiting. A record is kept of all workers who require a DBS for their role and we inform people when a renewal is due. Annually we obtain a signed confidential declaration form from all current workers in specified roles. New confidential declaration forms were released by the C of E this year, which has allowed a larger number of people to complete them online, but with a large number still completing on paper, allowing greater flexibility.

There was a policy update towards the end of 2021 that all DBS checks will now only be valid for 3 years instead of 5. This is to be implemented by 2025, so I am now completing all due in 2024. Any DBS checks completed within the last 2 years have had their end dates changed on my system to ensure we are ahead of the game. Recruitment to help in groups is ongoing and safer recruitment procedures are being followed. Helen Tennison has decided to step away from being a second person able to check DBS ID paperwork but has not been active in the role since COVID so I don’t believe a replacement is needed at this time.

The parish dashboard has been in full use this year and has had a major realignment to new Church of England guidelines. All PCC members are now expected to complete Domestic Abuse training through the diocesan online learning portal as well as basic and foundation level. There is a new Safeguarding hub which is the next phase of the dashboard and I will be working on setting this up and implementing action plans from it in 2023.

I have completed my safer recruitment and people management training this year.

We have had no serious incidents reported within the parish since the last APCM although we have taken advice on a number of issues through the diocesan safeguarding advisors, all of which have now been resolved requiring no further action.

Gill Clarke - Parish Safeguarding Officer

TEAM RECTOR’S REPORT

The great thing about churches is that they are all wonderfully different, and we should expect nothing less, because they are made up of all sorts of different people and worship an endlessly creative God who isn’t confined to particular styles or preferences when it comes to worship, community, service, and so on.

Thus I want to begin my report this year by celebrating who we, the worshipping communities that make up St John’s and St Luke’s, are. We are very much local churches, rooted in the communities we are called to serve, and we are places where young and old alike find a welcome and a home. Hence, for example in 2022 we saw our youth work go from strength to strength as Emma, our young people’s worker, was able to break her ministry out from the shackles that Covid had placed upon it. But, just as importantly, the same happened with our Well Being Café, serving those we might generously say are of riper years.

And what I am wanting to say through this is that 2022 showed us that, as well as being welcoming churches, serving our community in all sorts of ways, we are also resilient churches who during 2022 worked hard and well at adjusting back to normality, or at least the different normality that we now find ourselves in. And one way this resilience showed itself was the way that, despite the financial pressures that we are facing as a country and as individuals, our giving went up significantly, meaning we could pay our way, thanks be to God.

And this resilience was shown in other ways as well, for example in more people joining our small groups and in people finding the energy to join in with new activities such as the Comfort Café (our new monthly gathering for those going through bereavement) – and I do want to say thank you to Laura, our curate, at this point for the way she found the resilience and energy to, among other things, lead the church while I was on Sabbatical – she was (and is!!) a star. Thanks must also go to our wardens in this respect – Pat and Alethea at St Luke’s and Nigel and Jane at St John’s. perhaps particular mention should be made of Pat at this point, for her faithful service as warden and to wish her a peaceful ‘retirement’!

This need for resilience and energy was amplified by our inability to recruit a new team vicar to replace Andy Patrick. I have to say I was surprised at this, because we thought the church-planting role, linked with the oversight of St Luke’s, would be an attractive post. The failure to recruit did lead to a bit of a rethink, so we hope that 2023 will see an appointment as we shift the focus of the role, in the first instance, to discipleship and lay training. I want to say that personally not having a team vicar, along with leading the church out of Covid restrictions and my being on sabbatical for 3 months (and some personal mental health issues), meant that 2022 was more a year of consolidation than any great new initiatives, but I think that such fallow times are vital, as we cannot live in a state of permanent growth – it isn’t natural or healthy. That said, watch this space for a new strategy for helping us move forward together in our journey of faith and service of our community.

One other thing I want to mention is to say how pleased I was with how we as a church engaged with the ‘Living in Love and Faith’ process – the shared conversations that took place in churches up and down the land about how we might better understand the complex issues of identity, sexuality, relationships and marriage. Admittedly we were a fairly small group that explored these things together, but we fed our thoughts back to the diocese and hence contributed to the vital wider conversation that took place – and it was on the basis of this that General Synod (the Church of England’s governing body) voted to work towards the introduction of same sex blessings in churches, dependent on local decisions. Our PCC are discussing how we engage with this possibility, so please pray for us as we do so because it is an area of strongly and deeply held views.

I close, then, by saying thank you to all of you for playing your part in our wonderfully different and unique parish that is Bilton, and by encouraging us all to keep on supporting one another, praying for one another, and looking for those simple opportunities to love and serve people in the name of Jesus and for the advancing of his kingdom.

Every blessing, Simon

Simon Dowson – Team Rector

CURATE’S REPORT

Pastoral Care

I am constantly encouraged at St Luke’s and St John’s by the obvious desire to care for one other. I frequently hear conversations about lunch gatherings, phone calls that have been made, meetings over coffee and home visits. Everyone within our community works so hard to offer friendship and to demonstrate the love of Christ, and it makes such a difference. Our new pastoral care model builds on this by designating one person from each of our many teams and groups to be a ‘pastoral leader’ who is responsible for the pastoral oversight of that particular group. These designated pastoral leaders are in communication with the central pastoral team and can pass on, with permission, any issues identified as perhaps needing a level of care and support that goes beyond their remit. The central pastoral team, who were commissioned in church early this year, then respond between them to any needs that have been identified. The pastoral team also undertake regular visits to members of the congregation who may be housebound, isolated or living in care homes. Since November 2022 the pastoral team have made over 100 visits between them and three of the team have completed the Diocesan Pastoral Course - thank you for all that you do.

Pastoral care within a church community belongs to everyone, so thank you, not only to the pastoral leaders and the pastoral team, but to all of you for the day to day love, care and companionship that you offer to others. We are fully aware, however, that no pastoral care system is perfect, especially in larger churches and parishes. So if you do feel forgotten or you have a pastoral need that has not been responded to, then please let us know and we will do our best to support you.

Comfort Café

During the peak of Covid, our ability to support those who had been bereaved was more limited than usual. We became aware that many people who had lost loved ones during the pandemic felt particularly isolated. Comfort Café was first set up in December 2021 to respond to this by offering a welcoming, safe space for those who had been bereaved to come along for cake, coffee and conversation. The session is free of charge and we serve ‘high tea’ with scones, cakes, sandwiches and other treats. Comfort Café welcomes between 16-20 guests each month, and in November we held a service of remembrance and thanksgiving in church after the café which, was well attended. Thank you to the Bereavement Team and the Comfort Cafe Team!

Laura Martin - Curate

FABRIC REPORT

During the months of January 2022 to December 2022 the work highlighted below has taken place in the properties identified. This report is based on the activities of St John’s Wardens and other parties in maintaining the fabric and functionality of the following locations belonging to the parish:

During these 12 months we have approved the following maintenance work, or been involved in the resolution of issues relating to the locations as identified above:

St John's

59 Coppice Way (CW) and 13 Albany Road. (AR)

In addition to the statutory requirements and reactive repairs and maintenance the following planned works have been undertaken, and, where relevant, will continue to be undertaken during 2023:

Nigel Thompson and Jane Reichert - Churchwardens (St John’s)

St Luke’s

We recently received the delayed Quinquennial report from March 2022 and will shortly be making a start on its recommendations.

Alethea Fry - Churchwarden (St Luke’s)

ADDITIONAL INFORMATION: Quinquennial Inspections within the Church of England require every church building to be inspected by an architect or chartered building surveyor approved by the Diocesan Advisory Committee (DAC) every five years. This regular system of review is designed to ensure that church buildings are kept in good repair.

CHARITABLE STATUS

The PCC is registered as a charity with the Charity Commission, in compliance with statutory requirements (Registered No. 1132843). The PCC has no direct links with other trusts or charities, except that the Rector is ex-officio chair of the Richard Taylor Educational Foundation.

FINANCIAL MATTERS

Major cash/non-cash transactions:
Substantial voluntary help/free
facilities:
Substantial contingent liabilities:
Subsidiary companies:
Changes in accounting procedures:
Details of donations of £1,000 or
more:		 None
Ms Victoria Iley generously gave her services
(independent examination of the accounts) free of
charge.
Parish Share payable to Leeds Diocesan Board of
Finance (not a legal liability): £85,328
None
In line with the Charities Statement of
Recommended Practice (SORP), Deposit funds
held by CCLA are now declared under Current
Assets on the Balance Sheet (previously under
Fixed Assets).
Legacies
None
Other donations
Feb. 2022: £1,000 to general funds
Apr. 2022: £1,500 to general funds
Apr. 2022: £1,000 to general funds
Oct. 2022: £1,000 to general funds
Oct. 2022: £1,000 to Youth Worker fund

Grants received Dec. 2022: £1,900 from the Diocese towards energy costs. Payments to Trustees (PCC Rev Simon Dowson £397 for clergy expenses. members) Rev Laura Martin £1,019 for clergy expenses. Mrs Emma James £28,445 for Young People’s Worker Expenses, Wages and Pension Costs. Reserves policy: To maintain unrestricted funds sufficient to meet 3 months’ normal running costs (excluding Parish Share)

The PCC has continued to raise money through voluntary donations. People are encouraged to make these where possible on a regular basis using standing orders or dated envelopes, and under Gift Aid. The Parish Giving Scheme (PGS) has now been introduced to facilitate regular giving by direct debit and to streamline the claiming of Gift Aid. Lettings of church properties, fund-raising activities, and fees, generated much of the remaining income.

The policy on the payment of grants and donations to charities is detailed below. In 2022 grants and donations to charities (Mission Giving) amounted to £13,367. In Memoriam donations came to £2,304.

Total income in 2022 came to £250,954 (2021: £205,765) and benefited from significantly increased regular giving, including donations for both the Young People's Worker (YPW) and for general funds. Income excluding YPW amounted to £248,299 (2021: £192,813). Regular Giving, excluding donations for Mission Giving and YPW, was £153,781 (2021: £123,611).

Total expenditure in 2022 came to £274,497 (2021: £219,179). It was again necessary to cap Parish Share payments to the Diocese, and Share arrears increased to £85,328 at the end of 2022 (2021: £73,701).

As previously noted, the Share arrears are a contingent liability, not a legal liability, as Share is deemed to be a voluntary donation.

With provision made for debtors and liabilities, and gains and losses on investments, the accounts as a whole show a deficit for 2022 of £23,543 (2021: deficit £13,415). The accounts excluding matters relating to the Young People's Worker, show a surplus for 2022 of £2,247 (2021: surplus £1,078).

At 31 December 2022 the total of unrestricted Current Assets and Current Liabilities, including Bank and Deposit funds, stood at £61,353. Young People's Worker restricted funds stood at £20,284.

Policy for the payment of grants and donations to other charities (reviewed by the PCC April 2005)

1. Level and Frequency

2. Exclusions

Income from Funerals must not be included when assessing the level of our Extra Parochial Giving. This is income which goes through the Church accounts but where the charity is designated by the deceased’s family, and should not be included as our Churches’ giving.

3. Inclusions

Income from any event organised by or on behalf of the Church to raise money for a specific charity.

4. Give to:

International faith based charities International secular charities

National faith based charities National secular charities

Local faith based charities Local secular charities

Disaster Appeals - £150 to be sent immediately and reported to the PCC retrospectively. Amount to be reviewed annually

5. Methods

6. Exceptional Circumstances

In circumstances, when money is given in response to an exceptional appeal, the Churchwardens and Treasurer will determine whether such monies raised should be treated as part of our Extra Parochial Giving.

David Brown – PCC Treasurer

P.4ROC HL4L C'HLIiC'H coifi%ciL OF ST JO￿1 ST LE￿. BILTO .4CCOIryTS FOR THE II.4R EYDED 31st DEC'EIIBER •0?* Treasurer Daiud Brow Extern41 Exi￿ni￿tr

PAROCIML CNiItCH COVIKi OF ￿Jo￿lI 4ID ST Luxe. 61LTCrfI STATEIIEIIT OF FII•JICIAL ACnVThES Fwlh•JW•nOWJ 31 tt•hll 2022 FW 2022 IllWA￿G IIESOURCE4 21al 162.IriJ 2.0 0 164.1￿ 131080 21.134 21.134 21.160 63. 63.562 5Q560 1.820 lei 419 1.014 2(n TOT￿ IMCoIIW￿ RESOIIRCEJ 24e.299 2.6 a 2￿.9 205.765 RESOURCES iISED J(ai 15.6TI 15.671

)9.978 0 211343 1￿740 1S50 3tai 26.0 43.661 TOTAL RUoiIR￿s ￿ED 246.C62 28.4 0 274.497 219.179 T IFKCdllN¢>ioufGCIMGI Rel0￿¢ 125.79DI 0 121543} 113.415) G￿11$ •JID LOSSES ON INVE5TI•EPITS Rtalsed T MOVUIEllf IM FUNDS 2247 125.7YD 123,5431 113.4151 JXES OR¢XlI￿T FOIIWOAOAT 1 jO￿vARV 154.10$ .7 0 2DJ.0fj6 211887 PRWJII YEIII •DJUSTIIErirs 1450 LAJKES C•JIREDFofriiJJiD AT 31 DECEIIBER 1SE.353 200.E46

PIR￿N1￿ CHiKi¢H ¢I)iIN¢i ￿ STJCM JID ST UIKL BITON o•L￿cE SMEET ATJI £e￿atR 2122 FIJED ASS￿3 431 97.ts 97.mo CJJRAEMT A8$ETS 61a) IQ736 102.171 B7.Q18 Ill￿7 LIWLmE¥." OJIOLIIT¥ FALUNG DUEI4TfiiiN ryIE YEA 1111791 19.042 71a IB5.32ai 173.701 T CURREIIT OASErs B2.774 IOIB65 IT ASSErs 179.774 200.865 I￿.353 21.420 154.106 6,760 179.774 200.166

POROCtr••iCHiMICH CQUIKIL ￿ ITJWI 4ID ST LUKL eiTL IIOTES TO THe flNAIKIAL STATE¥eMTS FarIM￿r )d•d 31 D•0￿1￿￿rI122 IWG RE4LWRce¥ FiiThJi FIIAdl 21 p4nreLI WYry" Rew13r GMr#J fftÈr Gn Ah1 RegJi¥ GMfwJ Lvhr P5h Gi¥trJ IPGSI sm1 Eb)nor Gn A 63.312 77,144 33.S56 1.930 5.161 3.849 19.IJ9 2Q.4W2 .1Q1 lJ.019 13,834 14S1 33,$56 5.164 J.849 19.ljy J,101 13J>19 Orm￿tsyLvrtj Pe(9'5 V4•4eriYpw) 175 175 Gn S.447 930 5,547 493 Glthg IEPGI D￿￿￿&16 161IN 164.160 1310 G￿￿TOr &￿i￿rj irnptolefft Gfais Recf¥ÉdforYpw 0IMr GrnTr15 Dwllcns. •¢. Lèwe6 Iin meTronarni Lwe51ts PCC 0 10,Oto 3.71X .1fy1 8.638 1.317 10,679 10.679 1.374 21.134 21.131 21,110 I•JJzrn5 Et311 CDLfBn 744 AB9 49,636 1.571 10, 49.636 40.C￿lI 1.571 1258 10. Fee6 e3.se2 I￿￿ee urns 215 VAT wur IrKtffle 1.014 1.014 i.oe4 419 1.014 419 4YJ Sa ¢Y¥fxedassets TOTAL INCOIAIMG RESOURCES 248.299 165S 250.95A 2￿.7

P￿￿N1￿cHURCH C(￿1•CL ￿ STJC#IN IJID ST LUKL BLTUI IKITES TO THE NNAfKIfjL STATEMEMrs Forlh•>YW md•ll 31 2D22 RESWRCE¥ U$EO 2022 431 Gr￿15 O¥er8e36 $c￿le6 O¥er8e36 Tellu￿0 tsevéOPfértawc6 and othwchwrh ￿eDe6 SA6A ID83 3.7 2.D31 1.707 l.S75 3.477 2.579 467 3.7 2.a31 15.671 15.671 4bl ACIMTrJ ¢weGtyierauw ro tw i•Orn&Ytne CJhMCh 4inw." pnn sn 130.635 130.635 114.365 1,799 1537 Minw." i• rninw cc6ts 16 Z3&5 1479 14.160 16.6S2 13.794 6.876 2.349 5.102 3.912 3.231 Minw. t￿ts RLrfdng Ct6ts iewpjng wyyi 1365 14.160 13.794 Feès P3bJ 17.179 11.926 139 17.179 It.926 839 Biiidng5 lrnWV¥tnvts- B￿l￿n￿ Luie BUlJng5 twe6 Cbwrx twl. klaintenm, eWyyC￿t5. e lan￿ lrnryo¥em￿ts. CMifc Hal P5n m4azme BrrtStsi 1509 7.041 7.Q41 3.676 133 a75 133 875 1.669 212.M3 1&.-, Xg,9-, 8 2.36 4¢) 19 2.2S7 1.274 3.5 ccts Cw3llC 1.8E 2.820 2.820 epa￿￿t N Letung5 Atrnintr3kn. Ernptypern nintra￿. prtrNif& C06. TT3m¥ig YPW Ernpw￿ cw ID.392 10.392 5.7eO 19J 69] 26.oeo 24.966 9.71A 1.123 FMIBI¥ Ley• C4$15 17.583 43.W 41.Da5 TOTAL AESOLIRCES IIIED 246.042 2e,448 2r4.497 219.179 ¥T8FF COST¥ 3.417 Cfi￿r p WW 3TrJ U6. p￿￿￿￿rnhl%tI3t0i Waps sa5. Yrwg PKpe% oJ*. Pansh ￿. Ytyjry p￿FIe% wrrter Waw aryl 10.260 9.714 24.7$3 23.¥96 132 1.327 1.747 1.486 41.TCO 37 971

p￿0cMAL CHURCM COUNaL OF BTJOHII ￿lD IT LUKE. ￿LTON MOTES TOTht FWIAJKIAL STATEIIENTS ¢eonlm Forth￿ 31 Dltwhrlirx S FIXED AISETS FOR USE BYT￿ IYX FTr•h¢4d LaThJ GROW QOQK VALVE In5breni DFerDe6.' Frrner Cm'F+ PbyAe. 13 ri￿. pl￿￿31e 1 I JII4ry 2D22 131 Dec￿r211?2 57.ODJ DeFRe￿T 1lthw2D22 forts ￿ar 1 31 Eocwr.ou2 131 DttmW2Q22 97.D GIIOth? BOOK VPLUE 131 DetaMU2t122 97.LD] 6a DEuroRs 9.037 102 10.525 (Reo 8.9 10.736 Oew5ts ￿Uty CCL Thè Legxy Fum F1Th1 Lrfllngs FuThl The Ypw FUM 630 47.5￿ I19,4D 48.7M 15.d04 2J.19a 29.333 1.325 875 60 BA￿ • CA¥M k1¥eth￿S and Ur￿￿￿¥T￿l ¥e6mwts an¢J Det(*4ts. Iie6traeoTc¢ai ,6S6 48.7 49.610 28.331 24.228

pAR￿mi&L CHURCH COUIICI ￿ ST￿111 AND ST LUXI BILTCW I￿lTE$ TO ThE FM4J•CIIL STATfMEMTS ieonkn th• •na•a J1 DK•bW 212Z 7 L148imES'. AI•OUIIT8 F•LUNG WE WIThVI ONE YE4A 2021 CreJbr6 rorpxs ZM 5 10.414 10.414 7.501 85.3281 ies.328', 73.701 R•drtclBd Ro•bl¢t•¢l 1.441 213 1.325 1.5 Re6trll In weetdyp TOTAL O G￿$ AK> ILOUE¥I OM IIIVUTIIENTI AN1Y$￿ OF NET AIIETI BY Fulfl T•)tsl Fuftai 2022 Fund 97.OM 97,0 95.993 111 13.1791 4.042 71.767 10.414 2A.1 MIW¢• lse.￿3 21.4 179.74 2co.oeo

Ez•fflth•r• Il•port to tho PCC ol Sl John & St Luk• 8ilton This report M ihe accounls of t￿ PCC fc* Ihtr ￿ar erKled 3151 De¢ember 2022. ar8 $91 DUI on Ihe preceding pages. ￿ in respeci ol an examina1"￿ carn&d oul in accordance wilh Ihe Church cn 43 01 Its ChBntMs Aci 19931.lhe Aci") tru51ee5 8￿j exaM￿eT As Ihe members ol PCC are ￿$￿n￿bI• for lh• ￿•para￿"0N ofthè a￿￿ty.. you conshY8r thal the audit requif•m•ni of rhe Reyulalion5 afKI seclK)n 43t210l Ihe Acl dD nol apply. 11 s my f95kY)n511A"lity lo issue this repjri on Ihose acc£wnlS In a¢cord8n¢e Iha terms ol Ihe Reg￿81K)rYa. Basts 01 ind8 fKI@nl 8xafflK)w'S f My ex3minalion was camed out In accordarKt with Ihe Gener81 threrlion& gryen by Charity Commission undef section 43(7lb ol Ihe A¢t and 10 té lound in the Chutch 9uidance. edition. Thal eKaminalion includ8s a r•wow ol thè aCCCwJnliNJ r•eords Wl by th• PCC and a companson ol the acc￿￿1$ wllh Ihose recoros 118190 Includes consldenng any unusual slLNms ty dlsd05ures In Ihg accounts $8eklng expknakns from you a5 trustee5 concernlng such mallers. The procedw•s Iinderiaken do not provrfle all the eviderKe Ihal would be legwred in an atwjrt, 8rKI 0￿$£qUentIY I p￿1 express an audit opinion on Ihe view g¥en by the accounts. Inde nd￿1 •xamlnérfs 8lal•ménl In conrnction wrth my examin81knn. ro malter has come lo my attentA)n: which gbve5 reHsonJble cau5$ lo ￿1•8￿￿ thal in any malprial respect Ihe requirwn•nl$ lo ko&p ac&Juntiry rectyth in •¢¢0￿0￿¢? ￿th seci¥Jn 41 of AeL' and lo prgparn accounts accwd wllh the accounliiwJ fac be reached. Dal•.'

PAROCHIAL CHURCH COUNCIL OF ST JOHN & ST LUKE BILTON

NOTES TO THE FINANCIAL STATEMENTS For the year ended 31 December 2022

ACCOUNTING POLICIES

Adopted by the Parochial Church Council of Bilton St John & St Luke at a meeting held on 27 October 1998.

Accounting Convention The financial statements have been prepared in accordance with the Church Accounting Regulations 1997 together with the applicable accounting standards and the Charities Statement of Recommended Practice (SORP).

The financial statements have been prepared on an accruals basis except for investment properties which are valued on an historical cost basis.

Funds

General funds represent the funds of the PCC that are not subject to any restrictions regarding their use and are available for application on the general purposes of the PCC. Funds designated for a particular purpose by the PCC are also unrestricted. The purpose of any restricted fund is noted in the accounts.

The accounts include all transactions, assets and liabilities for which the PCC is responsible in law. They do not include the accounts of Church groups that owe their main affiliation to another body nor those that are informal gatherings of Church members.

INCOMING RESOURCES

Voluntary income and capital sources

Collections are recognised when received by or on behalf of the PCC.

Planned giving receivable under covenant or gift aid is recognised only when received. Income tax recoverable on covenants or gift aid donations is recognised when the income is recognised. Grants and legacies to the PCC are accounted for as soon as the PCC is notified of its legal entitlement and the amount due. Funds raised by the fete, garden party and similar events are accounted for gross.

Sale of books and magazines from the church bookstall are accounted for gross.

Other ordinary income

Rental income from the letting of Church premises is recognised when the rental is due.

Income from investments

Dividends and interest are accounted for when receivable. Tax recoverable on such income is recognised in the same accounting year.

Gains and losses on investments

Realised gains or losses are recognised when the investments are sold. Unrealised gains and losses are accounted for on revaluation of investments at 31 December.

RESOURCES USED

Grants

Grants and donations are accounted for when paid over, or when awarded, if that award creates a binding obligation on the PCC.

Activities directly relating to the work of the Church

The diocesan quota or parish share is accounted for when payable. Any quota unpaid at 31 December is provided for in these accounts as an operational (though not legal) liability in the Balance sheet.

FIXED ASSETS

Consecrated land and buildings and movable church furnishings

Consecrated and beneficed property is excluded from the accounts by s.96(2)(a) of the Charities Act 1993.

No value is placed on movable Church fittings held by the churchwardens on special trust for the PCC and which require a faculty for disposal since the PCC considers this to be inalienable property. All expenditure incurred during the year on consecrated or beneficed buildings and movable Church furnishings, whether maintenance or improvement, is written off as expenditure in the SOFA and separately disclosed.

Other land and buildings

Other land and buildings held on behalf of the PCC for its own purposes is valued at market value. Investment properties are included at the trustees’ valuation, and the expense of obtaining market valuations is not considered to be of benefit to the charity. No depreciation is charged on investment properties in accordance with the Charity SORP. Expenditure on maintenance or improvement is written off as incurred.

Other fixtures, fittings and office equipment

Equipment used within the Church premises is depreciated on a straight line basis over 4 years. Individual items of equipment with a purchase price of £1,000 or less are written off when the asset is acquired.

Investments

Investments are valued at market value at 31 December .

Current Assets

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

Short term deposits include cash held on deposit either with the CBF Church of England funds or at the bank .