The Parochial Church Council of the Ecclesiastical Parish of St Mary Haxby TRUSTEES. REPORT AND INDEPENDENT EXAMINED ACCOUNTS FOR THE YEAR ENDED 31 DECEMBER 2021 R8gthr&d thrity number 1133727
The Parochial Church Council of the Ecclesiastical Parish of St Mary Haxby INDEX PAGE TRUSTEES, REPORT INDEPENDE EK4MINER'S REPORT STATEME OF FINANCLAL AGllvmES BALAE SHEEr NOTES TO THE ACC(XJNTS 9-17
{RWJ1s Charfty No: 113372n Th8 Trustees wesent ther rewl a1 the fvwmial statements of thè iknrity for 31 December 2021. The trustees have thpted the FYOViSKNts of the statet (rf R&xXnmendl Practi ISOFIP)"Accounting set out in ncrtes to the 1 and Ao)xnfrrKJ arKI RekKtng aco)unts arKt ry)mply with the chaws g(Nemiry (kxxjmert tre Charit5 Ad 20 Objectlves and activities for the pub¢ benefrt mission of the ChurdL P3StLYdl. ewdngelistic. srJiJ and JmenKa. vAthwi the ecdesustical parish of Haxby. This is set (xrt in the d4ettives tkVdcj wilh. arKI agre&l by. at St Mary's: . To reach OUL toth VAth the isjurrh th8 ct¥nmunty. n a mannw. . To encourage and enhan Christian worsl4p. feHowship FsIal w¢x . To actively work ti)wards Bing your¥J peoFAe's invdvernent las thurth (rf the fubjre). to Lxx&tnue Ihe sutxess in the hJYJ-twm lrfe of St Marf& The Parochlal Church Counol During 21Y21 the PCC hekl 3 nEding5, wxl S&vwrKJ C¢xnmlttee had 1 Due lo the Rector. One in rneeti was sreofically to dis( LiviThJ Christ's story, Archb Stephen's initiatwe to consider church life t(yJether. Akry with St Church a {XXLskn been hekl throwJh "Join the conversat)n" with a survey compkbj a1 submitted to DKx%se. Initial Tesufts from thts have been t(Mnmunicated to aThJ Influ fure palteThts mwiÉsty from Specffic f(JS was wen to restc¥irKJ the path &ross thwch ywd repaw of the walls. Both were and the envyonment fKst steps ti)ward regthkn 7th A R(th bj laken. An Ec£tr Sabjrday event was and c(Mnmunty activieS aThd th)se rabsing funds to PCC thanklul that so many pwte give their time so erCtY SUPFKKW St Ws aThJ the Haxby (XNrffiU. We continue to WfKk j(KnUy Along with ots thurches, thrities and wJanls8tNs. marry activ1b wtarfed durrwJ 2021 due to the Coronavirus pandemK ar fr{ irtstrS fr( ts G0Vem to 'stay * home, thxh[Xrt different periods of lockdown. The A1$ of Cantertxry arky Yk is8d gumJan. as d¥J tt)e Dse of Yori atrKJut
TIWSTEES. REPOIU FOR YEAR ENDED 31 tECEMBER 2tr21 {Rered Charity No:113372n Dglivgring publlc bon•fft durkng 2021 adapt to thanging guidarKe as variants of COVKI 19 emerged. ith every other church or religious were pemlitt to be St Mary's Churth 37 weeks duriThJ 2021. The thurch was aFso cloJ for resumed in Awil arKI have been maintsird w Sir wilh tral. masks and spaung in ryth Church of England guida. There Theg dht singry {even wlh masks> akvad •Jain and p havs gradually return to thurch t¥Jt s(¥ne remain caut. Paper copy deltverles of seNres (£thued for a wkvfe after pers seNices retUrd Ixrt have now been replaced wilh a Church at Home montNy dthery to those UFth Un111 to retum to church and w11ht intemet connections. Regular emads frLKn R8dor contmue lo be appre(ath, we Ihank Rev Kathryn for her Comm[tmt to this. The (xjngr¥KW of t¥)th St Mary's Haxby arnl St Nichol&s' have enjowl the fdlowship arising frrm the Benefe i1 vrt)T5h¥). Prasw f(ff COP 26 tIM)k pkne outside the chwch monttty on P8rt of the year but limited techn1 sklls and t¥ne ¢xrSsuw nature of recordws that serviLS are only availle in 7websile ¢xnt8ins 8 link to Thfff5hip (xline resJr. Chrthas, £126 was senl to Ref[¥ ActKJn Yiyk. We akn icThl the NatKThl Day of Relle(knn for on 23" OutsK1e churth contirvJed to Use seasc * to share (xw failh 7Mth the C(mUnty indudlrKJ at Easter. haeSt. durirwJ COP 26 aTrJ Christmas. The very the dtspw. Our thanks go to the small team InvcAwJ. Supp(Kl by tIK15e th) teautihd insKle the thufch, wlich is cyen normalty (m aTrJ Fr¥Jay 8ny(Tr to Trmil We thai this is tkry the Wi[ a knitbng Project of comKAeted a banrw rA squares. each a cross. that hangs fr(Kn the galwy and many SC2rves to give (m pasthl vtsits. A donat lewj to a fwther rx7)ieL to krmt h xarves etc for the Foodshare Scheme at the Memorial Hal. While Lent ¥%Ere rK)t rKtssitrAe had a Ser crf sP lu in the Auts&mn to considw Living in Love and Faf(h using the Churth d Eryknj's materd. at ISS d gwthr. sexualty a1 rdalx)nsh¥)s. As WFlh all Church of EJIarKl partshes have resFn] to chaw in the on diurch marriages and the new system of marriage wstratvm. Ow maThia3e regist$ we with the BOr1h Institute at the Untvetsity of Yr St Marfs El&thl Rdl at 159 ts 21 Messy Churth resumed the . L¥ty LY ) fax sessTh in 2021 t•Jt thj a nurrtr of At Bags and an Easter ti7il. people have reachgj (xrt in help SUFWt of others. you. to all I)se have been sh a supprxt to others. The paThJemtc has taken a hy trA fBTAe's Ives ow way5 all ttmw WI9 are suffetw or have been tEreaved. We are prep8ry ths Ret at a time inVaSK of Ukraine is takThJ and so this wtll cJ)ntinue to be a whwth wdl test w faith twh we krthv thai be(xuse of th8 Cross and Resurrection our Lcd is with us, so tel us, thr(wh him ar the of the SpiriL offerf wayer and th8 year ahead to GcJ. whose everla5bry arms are rehrj wt to us and (xre for [.
TRusfEES REpoKf FOR THE YEAR ENDED 31 DECEIIBER 2ff21 {Registered Ch•lty No:1133727) MSnistry We continue to derive Trt fr(Kn the rnni%ty rA the (Jwgy. aT¥J Rgwised Pish Assistants IRPAs} who provKle ministy ac[ the bwth. Safeguardlng The PCC ¢crfM that li ith its duty to have due rewd to H( (rf Bislw. guidan on safeguardirrfJ chiklren and vulnera14e ad. aThJ the PCC to respKxKI to the quIrn of national Data Protection The PCC observes the reqrements rA the GDPR IJ151a1ffl. The Parish Priww statnert atxyjt GDPR i8 dyed at the ofdwrd). Finandal revitr Tota IncM fLY tl to £99.8tKI exPK vras £109.241 ft an overdll shortf1 in the movement of fuThls of £9.441. The re$ed fur#Y had a defKit af £656 aThJ the unrestrKed fund a deficit of £8.7&5. P1anrd grrrfJ as pt of was £56.404 (x)Mpal to .241 last year. The tax re(x)very ds £13,678 c(xnparJ to £13,2 the Fwijus year aThl ttys the trnefft of the GASDS sth&me. Our Frewll offerirKJ to the DiLwe remaIj to £83.600 is stil fr31r than this ys pla1 gFViry. Overall There was no major church rnaintenarlce ken in 2021. The OulkK& hal a surplus of £511 whikt the Churth Hall ha(1 a def of £2.471 akwKJe a Church dtht d£7.481. Overall fv carefvl OtrOl of sj¥j dur the has th thlthst cxr serveS have fallen $ghtlY we still remain in a ftwKaal F4)six. Investmwrt pollcy Reserves Policy which equates to akwroximatdy nne month's urrnstrKknJ pawY to o)ver srtuatMJn5 that may arise from time to line. The free reserves cl £45.049 (2(Y20: £52.353) in the Fu1 at year end did not match this targeL The PCC are kMvwJ at to try afi rylu Wher FwJss&Jle as as vrajs to increase trK%)me. The charity is govemed by the Par(thtal Clwjrth FK•ers measure 11956) as neTr1ed and Church reFKesentati)n nlles. The charity vr&s set up to take of the guKlelins of the Charity Commissh)n and the PCC have Continu to adhere lo these gu1[5. Tr melhc#J of 4yxntment of PCC members rs set (xrt in the Church RepreSentalK rule& Churth ae$ are to wister on the EleLrt(ra aThl stand for infi)nna1 and welcomed to the PCC as trlees. The Parth i5 P1 crf the United Benekn d Haxby and Wigginton. although the trustees are totaly reSPrm finaM aThl ath1t of the thaiity. k part of the Benefice. St Marfs shares an inrjjmbwrt axl CW aFKI ervJw in s(fft jort thir¥J aThl (xperatIVe acti.
HAXBY ST MARYS PCC TRUSTEES REPORT FOR THE YEAR ENDED 31 DECEAIBER 2021 (Registered Charity No:113372TI Haxby Sl PCC Charfty number 1133727 The Vlkge 5 Bk Lane Wwinton YoTk Y032 2ZH The trustees ofthe iwty are: Rev Kathryn Jacson Rev Nyl Bewn Eric Tts)mpsc stewart Pearson (Reckn & cr} {Cur) (Reader) (chUrchwardl) ICtrwrrwarykn) {AtwMtsJ May 2021) Helen Baker Robert C(MJ John (Bob) Crthme Veroni(3 Dep Jean Swans Karen Rust Jane Ashby WelY Fe[ty Sarah Nicola Simp5(¥) {rknvy SyTkxI Tep) (Treagjrerl (Awynted May 3)21) (DesvJnated S•> (ApF(¥nbJ May 2021) (ClwJrdMvarden) (ResUj May 2021) (t [r¢1Y> {Re&gn&J W 2021) (ReshyBI May 2021 > (Rgnl May 2021) qichele P(Ater (Mirnrte taker JMOy- May 2021) Bankers Saniath UK PLC Bardass Bank PLC Y01 1XD L30 4GB MrBLJ 39 Uslw Pwk Road Ycrfk
HAXBY ST MARYS PCC (Rtyistered Chaity No:1133T27) Trustees, responslbilill in laOn to thg fmancw statemgnts PraGtrel. financ1 Y vknK gi a afi fairview dthe state of affaws chaity aThJ of ty1c(m expendlure ofthe charrty fi that 11. In wepwing staers. the we re(wired to: . meth(th 1rS in the Charities SORP 2019 (FRS 102)" • state ether appltcaLAe axounting standards hwe been fthAd. subject to any mrial departures disclosed and exp1aTrd in the financial Statents. time. the financial pth0n of the chwity and enable Ihem to ensure that the financial statements comtAy wth the Chariti8s Act 2011, the Charity {Accounis arKJ RetM)rts) RjulatS 2008 ar the {1( of the trusi deed. They are also reS[K)nsie for safeguarding the assets of the chaity and for laking reasonalAe steps ts the prevention and detecti of fraLxI and Oth yre9darl. the chariws website. Legislati in the Unitj KIngd(n wN¥J aTrJ dBsemW1lCfft of fffiandal K JACKSON S PEhRSON RECTOR CHURCFII4ARDEN
INDEPENDEKf EXMUNEifs REPORT TO THE TRUSTEES I rew)rt to the chity InLStees on my exam¥1 Ihe rAthe ( end1 31 D&ember 2021 which comwise the Statemenl Fina?81 Athibe& Balance Sheet leVart not Responsibilities and basis of rq)ort the Chthe5 Act 2011 {Ihe I report ill respect of my examilTri (rf fhe Charity's &cryJnts carrigj out 145 of the A(a in carying out My examinakn I Iwe f0thJ al Ihe aFWKable ¢JTeLlpyB given ty the Chity Q)MmtssiC under sectDn 145{51{bl of the Aca. I have ci)mplEted my examinalK)n. l 0)nffi that m mria Matte kne c(Th to my attentKm in Cor1 wilh the exaTrinalk)n gNing me Ca to tle¥e that in any mat8rial re4) in Chwities {Acctxrts a1 ReFK)ts} RaJulati)ns XM)8 dher than any requwanent th ts a¢Unts give a Irue and fair view/ whrh i5 nc a matter (x)nsidered as part irf an IrK1epe examinalwxL I have no cnCernS and have ccThe across rnj dher malt5 in the emInat)n to vthich attenbon stx)uld be drawn this report in order to a tryer undetstaThlKvJ dthe to Teached. Mr B Lyne 39 Usher Pwk Road Haxby York Date: xx 2022
Ti*al FuThls T(knl Funds 2021 2020 Furth FUts 7&148 1.1K2 79.310 85,297 Charilable pAleS 13299 17,853 13.516 Raising fijnts 183 183 113 1nveSknt irmne 2.454 2686 1.412 Total Income n6 99JIO 103.454 ExkHthure (. Raisng FWKIS ChaiilabFe thlieg 12.869 109.241 111.061 109241 111,061 Net inconrfexpamliknre) before galnslllosses) on (Q785) (9.441) (7.607) Net gaIr(1)S) r investnErts 19233 19,333 2,136 Net inconwlleypwKlityrel after galns on Invesl lQ785) 19333 14471) 9&10 19333 892 IU71) Total funds brht fcrfwwd 157.437 155.9)3 317.825 323.296 14QW2 17U36 327.717 317m5
BALAIKE STrEEfAs AT 31 DECEMBER 2021 31 2021 2020 FIXED ASSErs TarvJiblB assets Inv&knt a5S 839 167.399 360 155.3 168.238 156,263 7(a) 7(b) 7{c) 7(d) 255 1,337 151177 202 1.440 141126 19.135 DebtiNs Cash at ba{ & in haTr 161.664 162.3 11185) (1.341) 15&479 161,562 NEf ASSEtS 327,717 317.825 REPRESEpifED BY: Unrestiicl&l f 148,652 15T.437 Restri funds 10 11 175,236 155.903 12 327.717 317.825 KDJA
NOTES TO THE ACCOU1 FOR THE YEAR &4fED 31 DECEMBER 2021 applv2ble UK avj RewL CA Irekna CAotv 2019. Ihe FirwKial Rewxkng StaThJ8rd applubk in the Kiryth Irela$ (FRS 102). Che$ Act 2011 and UK Charities (Ac(xxyts Ret¥Jts) RegJlaKmS to the extstt wiired to a Yfue and fair ReportiThJ Standard the UK of IrelwKI li Od(thr 2019 rather than the whith has SI teen Wrt modrfEd to indude certain itr at far Ve. The ffinarKia sIaleM KxepTht n sterling ts(*1 is the Funds strurture amounts due. DivKlet•ts are &rted reate. is ued. AH othw wlle is
-10- Flxed Assds 2011. require a facthy fu distK6a e in the l'S vNent vknch c8n iweded {al arry reasonaLle tKne). to tse s irrI]ert In1110n avaitab {iniliaUy 10 ye•s1 on a lirE tes AN exrthur ir[red in the JEar on (xxwrth tenthl bulrfings. iTrfNKlual iteNts urmkr £1.(M)O ( on the rwir OF 0ble twrch fumtshr acqwed b8fore 1 January 21XM) is ltIen off. Tr ass48 are Equi)ment used wthn the a sts8wJ* tWS•s OV 4 r& lThJNldual bank.
11 ANALYSIS OF INCOAIE FWKIS Furxls Fur Funds Total Planned gMIVJ: Gift aid dctionS 47.92S 13,802 8.316 1.104 47,925 13.802 8,316 1.1cl 6,541 1.661 13.678 13.678 Other Flanned gwirvJ COItht6 (yn tAatel Donakn(s, aFyea15 etc HMRcfvh-CY 19 Sundry donakns 1,498 1.162 1,241 5.327 1,162 6.$11 1.241 1,661 78,148 1,162 79.310 78.716 6h81 85.297 2b Church actlvllles Church hall lth 3.1%7 6.597 8,189 6,597 4,823 Weddtng & fun&afees 3.310 13.299 17,853 11.601 13.946 FurKlrdi*ThJ 183 113 113 183 113 113 Dividends & tereSt- crCh Dividen(ts & iter&st- Hdl Dividends & interest- OulkK)k 2.449 2.647 2.647 1454 1454 2.686 2e Olher Income Irtsurarte dains 1.412 1,412 1.412 1,412 Totsl Inc¢x 5.716 103.454
12- ANALYSIS OF EXPErlTURE 2021 UnreSIr Restr1dl 2020 FurKJs Fur 3 la) Cost of r•sing funds FurKlfaisiry costs 3 Ibl Church a(aivihes MissicThry & ch*itat)le gibryrwJ 6.fJ)0 6.CK)O 1.102 2.899 Home misston 1.11Y2 5.716 5.716 1CKI Gifts & ba 1(Kl 5.716 6.120 8.899 10.345 mIrSty 63.600 63.(KM) 63.000 5.229 673 10,056 8.260 150 360 4.725 6,830 833 Ckgani5ts & a(knirustr 5.970 1.418 15.393 3.171 185 Church njnning sts chUh Maintenare Legal & professiorol fees Equipment dyla Churth Hal runnry cx&s 15.393 3,642 10,056 471 1S) 4.725 Prinling. F6tage & 645 10Z869 1(B.241 101.982 9.079 111.061 102869 109.241 101,W2 9.079 111.061
13- NOTES TO THE ACCOLTrifs FOR THE YEAR ENDED 310ECEMBER 2ty21 2021 2020 AvBfa3e number ttrne 1¥8) Average nO¥eeS PaYThnts to PCC memb•ts pcc. chP1 Ctryj& Othknk TLal At 1# Januwy 2021 AdditK)ns 174,454 30.079 1.119 .192 1,119 At 3181 D&mber 2021 At 1S1 January 2021 Chary8 y 174.454 29.719 1.f£>9 205.832 AI 31SI D&ember 2021 Net Bookva At 31$1 DeMber21 839 At 31 Dnber 2020 360
14- NOTES TO THE ACCOEHTS FOR ThE YEAR ENDED 31 DECEIIBER W21 6. INVESTMEKf FIXED ASSErs Haxby General Fund 23212 20.307 8.043 16.191 16.616 94,746 3.75% Treagjry StIN 2021 EP Gbbal OFWtLnitI Trust Invesco IwKxJme owLh InLst 124) Old MutLHI Select Cas Juper LK Small Co FUTr 16.5 16.616 110.981 Hisknral pur(kqse ct is £37. Market Vkn at isl 21 preedS Net GaiThllLoss) fm irNestm 15&3 (7.&37) 19,333 153.767 2,136 Markdvkn at3151 D1721 21Y21 7(a) &oc Stationery 255 202 Total St(x 71b) Dobttys 243 Other Deblo Prepaym & Ue iFu•me 1.Z78 63 11 7(cl ShortTenn Ilqp)sits 25,fiKJ Y3,394 6,574 6,574 19.403 19.4(X) 8,179 8.171 84,587 84.587 7.837 Church Hall bwrEss z(xmt CBF Depjst fwKI no. 1 CBF DerKwtfund no. 2 CBF De[wlf 3 Total Shc¥t Ten
15- 7(d) Cash in and at b• Church Church Hall Outknk 12.976 1291 3,649 1537 Total Cash in haml aThl * t*nk YEAR 9. UNRESTRIrn FUNDS General Fund Designated Funds Repair FUTKI Churth Hall FurNJ Oulk)Dk Fund 52.713 84.415 <91.240) 84.587 10.129 10.IX)8 84.587 (5.538) (6.lYJ)) 10.519 Totsl unrestri( FurKts bala8 General FurMI 5T.042 86.198 (9).424 (IIK)) 52.713 Repair FurMI Church Hall FurKI Outh)ok FUTr 84587 11.381 11.981 84,587 10,129 10.CM)8 3.473 {4.725) 16.830) The Rep8ir FuTrJ is fijbjre mw rep8Ys kn the ChEYth Lx
16- 10. REStRICTED FUNDS balar Church Funerals Charity 2.769 (4.554) (1.162) 1185) (471) 1,162 1245 471 Haxby 1j yews Totsl Rrthd F Church fuThJ Funer* Chanty Choir Haxty 15) y5 2,919 (180> 11345} (6.554} 2.769 13 1,135 471 6.541 10 1(M) 1.245 471 charity. 11. ENLX)¥¥IW FIlDs
-17- Gai) Haxby Ge Fund FuTrts FU FurKIs Ftxed Assets Current Awts Current thbilities 161.399 1&8238 7.837 161.664 111&51 149.998 (Z18S) FurKIs Fur Furyts FlS Fixed A5 15&3 156.263 162.3 11.341) 158.418 {1.341J Current L*bilities