The Parochial Church Council of the Ecclesiastical Parish of St Mary Haxby TRUSTEES, REPORT AND INDEPENDENT EXAMINED ACCOUNTS FOR THE YEAR ENDED 31 DECEMBER 2025 Registered charity nunknr 1133727
The Parochial Church Council of the Ecclesiastical Parish of St Mary Haxby INDEX PAGE TRUSTEES, REPORT INDEPENDENT EXAMINER'S REPORT STATEMENT OF FINcIAL ACTIVITIES BALANCE SHEET NOTES TO THE ACCOUNTS 10-18
HAXBY ST MARVS PCC TRUSTEES, REPORT FOR THE YEAR ENDED 31 DECEMBER 2026 (Re9lstered Charity No: 1133727) The Trustees present thar report and the finanaal statements of charity ft)r the year ended 31 December 2025. The Trustees have adopted the Provisions of the Statement of Recommended Pracb'ce ISORPI "Accounting and Reporting by Chanties" in preparing the annual re and financial ststemenls of the charity. The financial ststements rtave been prepared in accordan with the accounting pOlTe8 set out in notes to the accounts and com Y wrth the charrty's goveming document, the Chanb'es Ad 2011 and Accounty'ng and Reporting by Chantses. Statement of Recommended Practice ap1(ab to chanb.es preparing their aUnIS in accordan wth the Financial Reporting Standard appluble in Ihe UK and Republic of Ireland published in October 2019. Objectives and actMtl8s for the public benefit st Mary's PCC has the responsibilty for ccyerating with the incumbent and clergy to prcxnote the whole mission ofthe Church- pastoral, evangelisb"c, la1 and ecumenical- wrthin the ecdesiast'cal parish ofHaxby. This is set out In the objeth.ves developed wrth, and agreed by, the congregation at St Mary's. To reach out, both with the church family and the Ictal community, in a collaborative manner. . To encourage and enhance christs.an worship. fdlowship and pastoral work. . To actNely work towards emphasising young people's involvement las the church of the future), to continue the success in the long-temi life of St Mary's. • To work towards greatercommunication and co-cperation betsveen churches in Haxby and Wigginlon. TheTruslees confirm thatlhey haveeomplied withlheirduty to have due regard to the guidance on public benefrt published by the Chanty commison in exercising their powers or dub"es. The Paro¢hlal Church Council During 2025, there were 12 PCC meetings of which 2 were joint benefice meetings. The attendance at these meetings was gwd, with the business at ea nitJ including financial updates and reports. briefings on p¥opety matters and reports frC the Re and the Safeguarding Officer. TheTruslees also receNed repNisfrom thevarious dMJthgrytsaxlcommFtteesand discussed matters needing attentson. The Trustees take seriously their responsikn"lib"es for the regular worship of the church., the provision of pastoral care,. outr&qch". work to maintain the church buildiThJ. hall and churchyard". policies for health and safety,. funding to support the church and olher acts'vilies on church premises." and for Ecochurch The PCC wishes to acknowledge the considerable contribub'on of many people who give voluntsrily and generously of their time and money to suprKKt the work of the parish. As requir by the Church Represenlab"on Rules, a new Church El10rd1 Roll was prepared in 2025. The Roll closed on 1 May 2025 and stcKKJ at 127. Safeguardlng Trustees confirm th the PCC comleS th rts duty to have due regard for the House of Bishops, gLtidance on safeguarding vulnerable children and adults. The PCC conbnues to respond lo the requirements of national and diccesan safeguarding wlices, induding Safer Recruitrnenl Oiues. PCC meetings indude safeguarding as a standard agenda item at every meebng. with a report from the Safeguarding Officer as appropriate. Safeguarding continues to 1Vered across the benefice using the Dashboard recording system, some of the administrative functions are delegated. Training courses are offered and attended A speaal address was given by the Benefice Safeguarding Officer al the Safeguarding Sunday seTwces and church members participat& in Safeguarding Week events held in November. Achlev8monts and perfomance: How we delivered public bènefit During 2025 the regular pattem of services was one service per Sunday morning and one 9Jr¥JtyerffJ exWdLwKJ LertWI rTKyefrWV¥%e A weekday service of Holy Communion was held on a Wednesday. Periodic seNi¢es for Healing and oleneSS were held. Additional services were held for various occasions and'holy days. le g. Holy Week, Ascension Dayl and Civic Remembrance Service and D-Day were marked. Christmas and Epiphany Carol Serviceswere held (including Christmas carol serVeS for both Haxby Primary Schools). Messy Church Pds¢xftr0a regularfeatureofourbenefKeworship. design&J for children and fanilies. Ihis is IK61 al Sl Nicholas. Church, Wgginton. several of the vdunteers who lead this are from St Mary's. A new development has been NOW church which Offe a rdaxed Sty ofworship and is c4)en lo all ages," this
HAXBY ST MARYS PCC TRUSTEES, REPORT FOR ThE YEAR ENDED 31 DECEMBER 2025 (Registered Charity No:1133727) Is attracting new attendees as well as regular members of the congregatsons. The 'Café' style of worship was explored in both churches as Sunday aftemoon gatherings and in Moming Wotship. An Evening of Refleth"on was held forthe benefice at Imgginton at the beginning of Advent. During 2025 there were 12 Baptisms, 3 Weddings and 32 Funerals. An annual Memorial service was also held. On average the Sunday attendance is 77 adults and 2 children. The congregations of both St MarS Haxby and Sl Nicholas. Wigginton have enjoyed the fellowship arising from benefiloInt worship and other galhenngs sueh as Lent Lunches and CoU8s. Dellverlng publlc benoflt durtng 2025 Mission Action Planning The 2023 Mission Action Planning identified len action points which influence the wort and activities within the benefice. These include enhancing worship and welcoming visrtors", supporting private prayer, maintsining pastoral care, healing ministry, and 5afeguarding- ntjrtunng ministries for children, families, young people, older people, and those in pastoral need". expanding outreach opportunities," promoting environmental initiatives like Ecochurch.. and addressirvJ diverse swetal needs to foster an inclusive church. Ministry We continue lo derive great support from the ministry of the Clergy. Reader and Authorised Lay Ministers who provide ministry across the benefice under the leadership of the Rector. The Revd. Kathryn Jackson. The Revd. Dianne Cox, and the Revd. Martin Doe continued lo exercise their ministry in the benefice. During the year, the Revd. RhcKles (Senior Chaplain * Leeds Teaching H05Pitals TfusI} stepped back from the benefice and we exF¥ess ¢xJr thanks lo frx hs tsWJh mirdsty The Revd. Dawd Porter reb'red during the year and we give thanks for his long and rich ministry and are delighted that he still worships with us. The R. Canon Mid)ad Cozer6 was grarrted Pemilssx to Off and we are grful ts hts mintsty among us. In May we wdccwmed the Revd. AJisc¥) HUlchiron wra5 by &'sW of Sdty a5 Cur lo I training In the twth. We value the continued ministy of our Reader. lan Evans, and of the Authorised Lay Ministers Alyson Christy and Bev Crap, and Nicola Simpson has embarkwl on training towards Ixoming a Licensed Lay Min15ter. Data Protection The PCC confirms that It complies with the requirements ofthe GDPR legislation. The Parish Privacy statement about GDPR is displayed on the PCC policies noticeboard Pastoral Care and HlIng Our Pastoral Support Team meets regUlaY to Co-ordinate prayer and visiti.ng forthose who are on our prayer lists, including regular visiting at the care homes wlthin the parish. The Benefi Healing Team arranges regular healing services. The pasthl team in each church ensures that all those in need re1ve appropriate (are. Members of the pastofal teams keep the intercession lists up to date. CaTr through Prayer is a leaflet produced regularfy to guide our prayers for those in need. Social and Fundraising Evènts, and Charitable Giving Opportunities for fellowship and outreach across the benefice are many and varied and included coffee after Sunday service5, the Harvest lunch, 'Muslard Seeds, (A Ladies. Bible Study and Discussion Group). aThJ a Bible Study alld Prayer Group. A successfvl series of concerts was run, and thanks are due to those who have raised funds through the sale of homemade eards, crafts and provisions. and in ()ther way8. Sl Mary's Church isa Christian Aid Emergency Churchand has responded to finanaal appeals throughout the year. Other donations have been made. induding the annual donation to Hull YFC and support was given to Embra the Middle East via the Christmas cd1ectio. Ecochurch Throughout this year. the joint Beneffi¢e Eco group has cOr.Ued wort(ing towards achieving the A Rocha Silver award. Whilst progress has been made, there Is still some work to do to futfill 811 the criteria. The group has accessed Nel Zero C8rt>on training as well as 8Ctioning many citizen science and awareness raising events and activities.
HAX8Y ST MARYS PCC TRUSTEES. REPORT FOR THE YEAR ENDED 31 DECEMBER 2025 {Regi5tered Charity No:1133727 Communication We continue to give priority to devekpiThJ our communications ar publicrty, including through the benefice website homepage. The Rector sends Keeping in Touch e-mails at least weekly, containing both church and community news. infom)ation and ptureS as well as weekly nots"wheets. Intercessions and prayer lists. Learning, Formation and Discipleship Opportunities lor further leaming and fomith.on have continued during Ihe year. The Lent lunches. Lent course, Advent Evening and semion series havebeen appreaated. The PCC considers thIng and learning to be important Discussions In Ihe Pastoral Support and Healing teams often share knowledge and experience of g¢)od practice Di¢xesan courses leg". on safeguarding) have been signposted. and some training session5 offered. Community Outreach The Rector maintains regular contact with Haxby Town Counul and Wigginlon Parish Council and has been involved in various ryvic events throughout the year {eg' blessing the Christmas lights, at the D-Day Haxby celebrations and at the Haxby United Charities Annual Pensioners, Lunch_ Priority is given lo growing in numbers and reaching Out to families and young people across the benefice, including through Messy Church and NOW. Some members of the benefice visit the three primary schools in the benefi¢e to do 'Open the Book. sessions, which bring Bible stories to lif8. Th& Rector is participating with Yoyo Iyoik Schools and Youth Trust} in the Church of England Growing Faith Initiative and has visited the pnmary schools in the parish, telling the story of Easter and Christmas and encouraging the pupils to write their own Easter and Christmas p(*ms. Church Outside continues to provide thought-provoking displays and prayers. for example in response to wodd events or to promote care for the environment as well as highlighting chrisb.an festiva15. The Poppy Wall is especially appreciated. Ecumenical Relationshlps The church is a member of Churches Twether in Haxby and Wgginton 8nd we participate in community outreach with other churches from Churches Together, notabty al Easter. and during the Week of Prayer for Christian Unrty. The Pansh contributes to the ecumenical 'OuUook' publication, which is delivered lo 5,200 properties In the b8n8fi¢e. Deanery Synod Two members oflhe PCC haveserved on the York Deanery Synod. This provides the PCC with an important link between the parish and wider structures of the church. The Rector attends the Deanery Synod regularly, is a member of the Deanery Clergy Chapter and is an elected member of the Dicxesan Synod. Property and Fabric Routine care and maintenance of the church, hall and Churchyard has been undertaken. Key work during 2025 has been dealing with roosting birds, renewing lightin9, repairs to the Gable End, repairing and maintaining the boiler, and making the gas suppty into the boiler house safe. Addonalty. discus$Fons started over improving accessibility around the church and hall. The closed churchyard Is maintained by the Cty of Yor1( cnCil and is cared for by St Mary's to provide as far as possible a wildlrfe habitat_
HAXBY ST MARYS PCC TRUSTEES. REPORT FOR THE YEAR ENDED 31 DECEMBER 2025 (R¢gistsred Charity No:113372n Financlal review Total income for the year amounted to £116,032 whilst total expenditure was £125.353 which left an overall deficrt in the movement of funds of £9.321 After losse5 on investments of £875 the deficit was £10,196 After transfers, the restricted fund had a deficit of £105 and the unrestncted fLFnd a defi¢il of £9,216 Planned giving as part of income was £49,545 compared to £48,803 last year The tax recovery was £12,459 compared lo £12.184 the previous year and this includes the benefit of the GASDS scheme. Our Freewill offering to the DICeSe was reduced to £55,200 which is still higher than this yearfs planned giving. There was no major church mainterkince undertaken in 2025. Routine church maintenance was higher than usual, £6,114 compared lo £1,747 last year The Outlook had a surplus of £689 whilst the Church Hall had deficit of £1.007 (mainly due lo depreciation of £1,125 on the sound system}. alongside a Church deficit of £8,898. Investment pollcy 11 is our policy to invest fund balances with Church of England Deposrt Fund. Reserves policy Dunng 2025 the PCC has rewewed and amended the reserves pdicy. It was noted that the previous policy had not been met for a number of years and was considered to be overfy onerous. 11 was also noted that there are designated reserves held for major repairs. The PCC expects to manage within the newly amended policy. It is PCC policy to maintain a balance on unrestn¢ted funds. after allcwng for design*ed funds and fixed assets, which equates to betsveen four and nine month's unrestricted payments. after allowing for fundraising expenses (which have specific Income and are non recurringi, to cover emergency sltuabons that may arise from time to time. The free reserves of £44,057 (2023". £50.5421 in the General Fund at year end equated lo 4.5 months expenditure. The Teserves exceeded the lower limit set in the reserves policy and were below the upper limit. The PCC are constantly looking at costs to try and reduce them wherever possible as well as ways lo Increase income so as to ensure thal the reserves stay within the pcAiw. structure, governance and rnagement The charity is govemed by the P8fhla1 Church Council powers measure {19561 as amended and Church Representation rules. The charity was set up to take account of the guidelines of the Charity Commission and the PCC have Continued lo adhere to these guidelines The methcmy of appointment of PCC members is set out in the Church Representation njles. Church attendees are encouraged to register on the Electoral Roll and stand for election to the PCC. The PCC elected members are dected on an annual basis. New members are given basic infomalion and welcomed to the PCC as trustee5. The Parish is part of the United Benefice of Haxby and Wigginton. although the trustees are totally respoTrsible for finance and acts"vibes of the charity As part of the Benefice, Sl Mary's shares an incumbent and clergy and engages In some joint working and c(Foper8tive action.
HAXBY ST MARYS PCC TRUSTEES. REPORT FOR THE YEAR ENDED 31 DECEMBER 2025 {Register8d Charity No:1133727} Rèference and administrallve Informalion Charity name The Parochial Church cour11 of the Ectlesiastical Parish of St Mary Haxby Working name Haxby St Mary's PCC Charlty number 1133727 Addresg The Village Hthy. Yofk Y032 2HX Correspondence address The Rectory 5 Back Lane gginton York Y032 2ZH Rector Rev Kathryn Jackson M.A Trnstees IPCC membe> The trustees of the charty are.. Revd. Kathryn Jackson Revd. Alison Hutchinson Helen Baker Beverley Crapper John (Bob) Crome Andrew Montgomery June Montgomery Nicola Simpson stewart Pearson Derek Swanson (Rector & Chair} (Asystsnl Curate)(From May 20251 ITreasurer) {until May 20251 ITasur)(frOM May 2025) (Deanery Synod from May 2023} {until May 2025) (Deanery Syncmj from May 20251 (Deanery SyTrxl from May 20231 In attendance Verontca Wamer PCC Secretary ADVISERS Banker6 Santander UK PLC BBAM Bndle Ro Bootle Merseysxle L30 4GB Barclays Bank PLC ParfiarrEnt Street Yo Y01 1XD Independent Examiner Mr M Sbjrge FCA Hartyg Oaks New Earsw
HAXBY ST MARYS PCC TRUSTEES. REPORT FOR THE YEAR ENDED 31 DECEMBER 2025 {Registered Charlty No:1133n7} Trustees, responslbllltle8 in relation to the financial statements The trustees are resp)nsible for preparing the Rewrt to tnjstees and the financial ststements in accordan¢e wth plicable law and United Kingdom A(xy)unting Standards {Unit&J lQ"rKJdom Generalty Accepted Accountsng Practs. . e law applicable to chartb'es in En9land & Wales requires the IrLtstees lo prepare financial ststeTrEnls for eac financial year which ive a true and fair view of the stste of affairs of the chanty and of inCL)me and expenditure of the chanty forthat peri . In preparing these financial statements. Ihe tnISte a required to." select suitabk accounts.ng policies and then appty them consistenty" obseNe the methods and pnnciples in the Charities SORP {FRS 102). make judgements and esb"mates that are reasonab and prudent." state whether applicable accounting standards have been folbwed, subject to any material departures disclosed and explained in the finanual statements., prepare the financial statements on the going cOnM basis n$S rt is inappropriate to presume that the chanty will continue in Operatn. The trustees are responsible for keeping proper acx))unting re(Xts that disdclse, with reasonable accurxy at any tirre, the financial position of the charity and ersable them to ensure that the financial statements comply with the Chanties Act 2011, the Chanty (Acc£unts and Reports) Regulations 2008 and the provisions ofthe trust deed. They are also responsible for safeguarding the assets of the charity and hence for tsknng reasonable steps for the prevenl'on and detecb'on of fraud and other irregularities. The trustees are responsible for the maintenan( and integrtty of the charrty and financial information included on the charity's website. Legislation in the Unrted Ktngdom governing the preparation and dissemination of financial statements may differ from legislatKsn in other jurisdicts'ons. Approved by the trustees on 14th Ayil 2026 and strJned on their behalf by.. K.f) .JoL KJACKSON RECTOR
HAXBY ST MARYS PCC INDEPENDENT EXAMINER% REPORT TO THE TRUSTEES I report to the Charity trustees on rry examination of the lUnts of the Charty for the year end&Y 31 De(*mber 2025 which comprise the Slatement of Financial Athiks, BalarKe Sheet and relevanl notes. RpolbIlitlos and basss of report As the Charity's ttuslees you are res[M)nsib the preparalN)n of the ar)Unts in accordanrk with the requirements of the ChantS Act 2011 {Ihe ACV). I report in respect of my examinat.on of Ihe Chartty's accounts carrEd out under sectK)n 145 of the Act and in carrying out my examinab'oll I have followed all the applble drtK)nS gwen by the Charity Commission under sects.on 145(51{b) of Independent examinerfs statement I have completed my ex2minth"on. I confimi that no material matter5 have rlle to my attention in connection with the examination gwing rne cause to tlieve that in any material resFeCt actounting rerdS were not kept in resm ofthe Chanty as required by section 130 of the ACL or Ihe accounts do not accord wtth those r)rdS,. or the accounts do not cx)mpty with the applb requirements conmIng the form and content of accounts set out in the Charities IAccounts aThJ Reports) Reguiabons 2008 other than any requirerrEnt that the accounts gwe a true and fair view, whth is not a mattef consKlered as part of an independent examinab'on. I have no ¢xJncems and have come across no other matters in o)nneth"on wtth the exaMinatn to which attention should be drawn in this rewrt in order to enable a proper understanding of the acxx)unts to be reached. Mr M Sturge FCA Hartrigg Oaks New Earsw Dale. 16th April 2026
HAXBY ST MARYS PCC STATEMENT OF FINANCIAL ACTivmES FOR THE YEAR ENDED 31 DECEMBER 2025 Note Unrestrict1 Reslrthd EndoWnt Total Funds Total Funds Funds Funds Funds 2025 2024 Income and ondoYMgnts Donations and aC 70,170 2,637 72,807 83,834 Charitable activrties 2b 28,525 2,971 31,4 36,837 Raising fvnds 2c 3,045 88 Investment income 2d 8.684 9,018 Total income 110A24 116.032 129,777 Expendibjre on.. Raising Funds 1,620 1,620 530 Charitable actwit 118,020 5.713 123.733 123,971 Total expendlture 119 5,713 125,353 124.501 Net in¢om&llexpenditurel before gainsl(10gsesl on investments 192161 (105) (9,321) 5.276 Net gainslllosses) on investments 18751 {875} 2,974 Net incomel(expendiluTr} after gains on investments 19216} {105) (875 110,196) 8,250 Transfer betsveen funds Net Movement in funds 19216} {105) (875) (10,196) 8.250 Reconciliat of funds". Total funds brought forward 157.514 3,591 137.613 298,718 290,468 Total fvnds carrted forward 148,298 136.738 288,522 298.718
HAXBY ST MARYS PCC BALANCE SHEET AS AT 31 DECEMBER 2025 31 Oecemker 2025 2024 Note FIXED ASSErs Tangible assets Investrnenl assets 3,174 136,738 4,761 137,614 139,912 142.375 CURRENT ASSErs Stctk Debtors Short terms deposits Cash at bank & in hand 71al 71bl 71c) 7(d) 104 2.481 137,841 11,137 178 2,469 142,759 13,772 Total Current Assets 151,563 159,178 Liabilitigs: Amounts falling due wilhin one year Accruals 12,9531 12,8351 NET CURRENT ASss 148,610 156,343 NET ASSETS 288,522 298,718 REPRESENTED BY: UnrestrKled funds 148,298 157,515 Restricted fvnds 10 3,589 Endowment fvnds 11 136.738 137,614 TOTAL CHARrrY FUNDS 12 288.522 298,718 Approved by St Mary's Parc¢hial Church Council on 2026 and suned on Tts behalf by.. KDJAC N- RÉCTOR A T MONTGCIMERY {FCMA)_ TREASURER The notes to the finaftcial statenEnts form kErt ofthese acclnts.
10- HAXBY ST MARWS PCC NOTES TO THE ACCOUNTS FOR THE YEAR ENDED 31 DECEMBER 2025 ACCOUNTING POUCIES Basis of preparation and assessment of going concern The charity constitutes a publ benefit entity as defined by FRS 102. The financial statements have been prepared in accordance with Accounting and Re["ng by Chanhes. Statement of Recommended Practi apICable to charrties preparing their a(xounts in a1xordan with the Financial Reporting Standard apFlicable in the UK and Republic of Ireland issued in OctotEr 2019, the Finanaal Reporting Standard aPIcable in the Unrted Kingdom al Republ of Ireland IFRS 1021, the Charibes Act 2011 and UK Generally Accepted Accounting Practi. Thefinancial ststements have been prepared togive a Inpand fairf viewand have departed from the Charities {AccoLtnts arKJ ReF)Ortsl Regulaticffis 2008 onty to the extent required to provhde a Inje and fair view. This departure has invofved following the Accountrng and Reports"ng by ChantÈs". Ststement of Re(x)mmended Practice applicable to charib.es preparing their accounts in &cordance with the Financial Reporting Standard applicable in the UK and Republ of Ireland Esued in October 2019 rather than the Accounting and Reporting by Charities.. Staternent of RecomrrEnded Ptice effective from 1 April 26 which has Sin been thdrawn. The financial ststements are prepared on a g¢ing conrn basis underthe hist1 cost convents)n, modified to include certain rtems at far value. The financsal statements are prepared in sterling which is the ftjnctional currency of the charty. The gnIficant )untifig poIleS appl in the FXepan of these financi statements are set out below. These poIleS have been consistenty apd to all years present8Y unkn otherwise stabj. Funds structurè Endowment funds are fijnds, the pital ofwhich must be Maintsln". onty Incon arising from investment of the endowment may be used either as restn.cted or unrestrthd fvnds depending uwi the pU)se for which the endowrrent was established. Restficted ftjnds represent donat5 orgrants Ned for aspecffic obpctorinvited by the PCC for a specffic object. The funds must only expended on the sC object for which they were gNen. Any balance remaining urw)ent at the end of e&h year must be carried foThvard as a on that fvnd. Unfestricted fvnds are general funds can be used for PCC ordinary purposes. Income recognition Planned gwing, collections and donakns are r&xgniwJ when recevled. Tax refunds are recconised when the income receniable Grants and legwes are acLOUnted for when the PCC is legally enlitW to the amounts due. DNhdends are nted forwhen eae, interest is accnjed. Al otherincLsme is recognised when it is receivable. All income is accounted frjr gro&s. Expendithre retognltlon Grants and donations are accounted ts when paid over, or en awarded, rfthat awaTd creates a binding or ¢onstructrve obligation on the PCC. The diwesan frevwill offering is axounted for when due. Amounts receNed specfficalty for are dealtwth a5 restitted funds. all otherexpenditure is generalty recognised when it irurred and accwnted for gross.
11 HAXBY ST MARYS PCC NOTES TO THE ACCOUNTS FOR THE YEAR ENDED 31 DECEMBER 2025 1. ACCOUPMNG POLICIES {coKllNUED Flxfjd Ass•ts Consecrat1 and benefi prcfwty is nol indLKJ&J in the acu)unts in adan wth the Charthes Act 2011. Moveable church fumishings held ty the Rector and Churcwardens on trust for the PCC, and whiGh require a facuty for disp)sal are inalvènable propety. IEted in the church's inventory which can be insptsd {al any reasonable timel. For anything acquired pr to 20CQ there is insufficient cost infomiation available and Iherefore such assets are not valued in the finarwl Statents. Items wuired since 1 January 2000 have t)een capitalised and delated in the accounts over th"r ojrrendy anticipated usefvl ec¥)nom¢ life linthalty over 10 years) on a straight line basis. Al expendthjre incurred in the year on consecrat1 or beneffid buildings, indwidual items under £1.000 or on the repair of m0Veab church fumishings acquir&J tefore 1 January 2000 is written off. The assets are depreciated on a straight line basis (wer 10 years. No cost infomkl0n is available for the Church Hall so it i8 included at a deemed cost being its 20(k8 insured value. It has been lu1 depreck?tj a Sht line basis over 10 yeays. Other fixtures. fittlngs and office equipment EquiprrEnt used within the thurch wemises is deprlated on a straight line basis over 4 years. Individual rtems of equipment with a purchase price of £1,000, or less, are written off when the asset is aquired. Investsnents Investments are Valu al market value at 31 Derntr. Current Assets Amounts owing to the PCC at 31 Dmber in spect of fees, nts or other incorrE are shown as debtors ss provision for anUnts that may prove UrwIltsb. Short tem depostis include cash held on deFX)Sit either with the CBF Churth of England Funds. or at a bank.
12- HAXBY ST MARYS PCC NOTES TO THE ACCOUNTS FOR THE YEAR ENDED 31 DECEMBER 2025 ANALYSIS OF INCOME UnrestrKaaJ Restrcted Funds Funds 2025 Unrestricted Reslncted Total Funds Funds 2024 Total 2a Donations and legacios Planned giving.. Gff( aid donations In(x)me tax recovered Other planned giving Collections (open platel Legacies Donations, appeals etc Sundry donations 43,070 12,459 6,475 3.426 43.070 12.472 6.475 3.426 40,846 12,184 7,957 3,477 5,921 4.130 9,319 13 12,059 7,957 3,477 5,921 440 9.224 125 313 4.427 2.624 2.937 4,427 3,690 95 70,170 2,637 72,807 79,924 3.910 83,834 2b Church actlvities Church hall lethngs Outlook Wedding & funeral fees 10,847 14,226 3,452 10.847 14.226 6.423 11,799 13.695 5,169 11,799 13,695 11,343 2.971 6,174 28,525 2.971 31.4 30,663 6,174 36.837 2c Ralslng funds Fundraising 88 3,045 88 2d Investment income DivKlends & interest- Chureh DNidends & interest- Hall Dividends & interest- Outlook 8,352 8.352 8,563 65 390 65 390 274 274 8.684 9.018 9,018 Tolal Income 110.424 5.608 116,032 119,693 10.084 129,777
13- HAXBY ST IdARYS PCC NOTES TO THE ACCOUNTS FOR ThE YEAR ENDED 31 DECEMBER 2025 ANALYSIS OF EXPENDITURE unrestn.cted Restrthd Funds Funds 2025 Unre51ricted Restricted Funds Funds 2024 3 lal C05t of raising ndS Fundraising costs Costs of Fetes and Other Events 561 1.059 530 530 1,059 1.620 1,620 530 530 3 Ibl Church activlties Missionary & Charitab gNing Missionary setres Relief and development Home mission SecuLAr chariti'es Gifts & loans 340 340 143 149 143 149 416 8,923 325 308 285 153 308 5,421 3SYJ 416 659 170 5.136 237 8,264 155 746 5.713 6.459 1.245 8,711 9,956 Ministry Diocesan Freewill Offering Organists & administrator Other ministy costs Church running costs Church maintenan Equipment depreciabon Church Hall running costs Outlook expendf(ure Printing, posLige & statsonery 55.200 9,341 3.122 16.166 6.114 462 11,912 13.811 1.146 55.200 9.341 3,122 16,166 6,114 462 11,912 13,811 1.146 57,600 9.533 1.434 14.705 1.747 462 12.783 14.939 775 57,600 9,533 1,434 14,742 1,747 462 12,783 14,939 775 37 118,020 5,713 123,733 115,223 8,748 123,971 Totsl expenditure 119,640 5.713 125.353 115,753 8,748 124.501
-14- HAXBY ST MARYS PCC NOTES TO THE ACCOUNTS FOR THE YEAR ENDED 31 DECEMBER 2025 STAFF COSTS 2025 2024 Wages & Salaries Averaje number of employees lfvll time 4VNalents) Average number ofemployees The PCC empby an administrator, a Churth and Hall cleaner {all part b.mel and Th) payments were large enough to attract socral security costs. Payments to PCC memb• A small immaterial wbon of the eXFere5 paid to the incumbent may have related to her seNices as chair of the PCC. A small imrnaterial portion of the expenses pahd to the AssL%tsnt Curate may have related to her servw as a Trustee ofthe PCC. Durtng the year no trustees were reimbursed for expenses. (2024.. nill 5. TANGIBLE FIXED ASSETS Church Hall Church & hall u1pml Oudook equipwit Total CostNaluation At 1 January 2025 Additsons 174,454 37.546 1,659 213.659 At 315t December 2025 Depreciation At 14 January 2025 Charge ts the year 174.454 32.785 1.587 1.659 208,898 1,587 At 31st rnber 2025 Net B¢)ok Value At 31st December 2025 3,174 3,174 At 31st December 2024 4,761 4,761 The Church Hall was Introdu per the insUrar valuabjn as at 26kn October 2(N)6
15- HAXBY ST MARYS PCC NOTES TO THE ACCOUNTS FOR THE YEAR ENDED 31 DECEMBER 2025 6. INVESTMENT FLXED ASSETS 2025 2024 Haxby General Fund CBF Investhent fund shares EP Global Oppothnft Twst ,Invesco Select Trust Jupiter UK Small Co Fund 29.973 19.324 16,686 70.755 31,222 16,077 16,687 73,628 Histor1 purchase cost is £37,796 Movement in the year Market Value at 1• January 2025 Additrons Prcteeds Net Gainl{Lossl on investrnents 137,614 134,640 {876) 2,974 Market Value at 31* December 2025 7. CURRENT ASSETS 2025 2024 71a> Stock Stationery 104 178 Tot21 Stock 7{b) DebtorJ Trade Debtors Other Debtors Prepayments & accruwj incx)n 370 1.029 1,082 100 1.100 1.269 Total Debtors 71cl Short Terni Deposits Church business reserve account Church Hall business reserve account CBF Deposf( fvnd no. I CBF Deposf( fvnd no. 2 CBF Deposrf( fijnd no. 3 30.332 4.493 10,000 8.429 84,587 34.788 4.435 10,000 8,949 84,587 Total Short Term Dep)sits
16- HAXBY ST MARYS PCC NOTES TO THE ACCOUNTS FOR THE YEAR ENDED 31 DECEMBER 2025 2025 2024 71d) Cash In hand and at bank Church Church Hall Outlook 6,488 1,623 3,026 9.613 1.969 2.190 Total Cash in hand and at bank 8. LIABILITIES: AMOUNTS FAWNG DUE wrrHIN ONE YEAR 9. UNRESTRICTED FUNDS Opening baugn Incon Expendrttjre Transfer Closing balan General Fund D¢signated Funds Repair Fund Church Hall Fund Outlook Fund Fixed Asset Fund 52,494 85.018 (93.4551 44,057 84,587 9,205 9.842 1,387 84,587 8,199 10.530 925 10.907 14.499 (11,9131 113.8111 14621 Total Unrestricted Funds 11 202 Opening bakn Incorre Expenditure Transfer Closing balance General Fund Designated Funds Repair Fund Church Hall Fund Outbok Fund Fixed Asset Fund 50.542 93.744 (87,569) (4,223) 52,494 84.587 6.625 10.696 84,587 9,205 9.842 1.387 11,864 14.085 (12.783) {14.9391 14621 3,499 1.849 Total Unrestricted Funds The Repair Fund is for fubjre maiy repairs to the Church building. The Church Hall Fund is to represent the fvnds held fE* the running of the Church hall. The Outlook Fund represents the funds hekl for the ()JUwk magane. The Oudk Is run ty all the Churches in Haxby & WKJginton serying the cornmunths in trx)th parishes. Every househokl reLeNes a free copy rrKJnthly. The fixed asset fund represents the Church's assets.
17- HAXBY ST MARrs pcc NOTES TO THE ACCOUNTS FOR THE YEAR ENDED 31 DECEMBER 2025 10. RESTRICTED FUNDS OnIng balan Inrne Expenditure Transfer Ck)sing balan Church improvement fvnd FuneraLs Charity Choir Sound system 2,769 2,769 285 2,824 2,624 162 {2.539) (2.937) {237} 313 507 432 Total Restricted Funds Opening balance Inme Expendre Transfer Closing baL3nce Church improverrEnt fvnd FuneraL8 Chanty Choir Sound System 2,769 2.769 5.954 2.785 220 1.125 {6,084) (2,472) (1921 313 507 479 {1.125) Total Restred Funds Churth improvemenl fund represents wneY raised forthe irnprovewnI of the Church. Funerals fijnd represents all the rTh)ney receNed atftJneraL8 for a S1CharIty which is then passed on to the charrty. Charity fvnd represents rwney raised for charrtS to passed on to them. Choir fijnd represents rrKsney gNen towards the work ofthe and music Inc1j1n9 hymn books. Sound system fund represents neY re1Ved spthlty for the S(nd system for the Church H811. 11. ENDOWMENT FUNDS OpenirvJ bakn Gain (Lossl on Clostng balae Haxby General Fund
18- HAXBY ST MARYS PCC NOTES TO THE ACCOUKtS FOR THE YEAR ENDED 31 DECEMBER 2025 11. END0WmETr FUNDS contlnued 202 Gain on Ck6ing Investswits balan Opening balance Haxby General FurKI Haxby General Fund represents a acy of shares administered by the dvKe. 12. ANALYSIS OF NET AssEfs 8EfwEEN FUNDS Total Funds Funds Funds Funds Fixed Assets Current Assets Current Liabiltbes 3.174 148.077 12,953) 136.738 139,912 151,563 (2,953) Total unreStrted Restrcted EndoWrt Funds Funds Funds Totsl Funds Fixed Assets Cuent Assets Current Liabilrties 4.761 155,589 {2,8351 137.614 142.375 159.178 12,8351 3.589 Total 157 13. RELATED PARTY TRANSACTIONS The aggregated donations received from trustees and their conne¢bJ persons were £14.72812024.' £14,900). There are no olher related party transath.ons in ether year.