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2024-12-31-accounts

The Parochial Church Council of the Ecclesiastical Parish of Horley (also known as Horley PCC )

ANNUAL REPORT AND FINANCIAL STATEMENTS OF THE PAROCHIAL CHURCH COUNCIL

for the year ended 31 December 2024

CONTENTS

Reference and Administrative Information Annual Report of the Parochial Church Council 2-5 Statement of Trustees’ Responsibilities Statement of Financial Activities Balance Sheet Notes to the Financial Statements 9-16 Report of the Independent Examiner 17

REFERENCE AND ADMINISTRATIVE DETAILS

Registered Name – The Parochial Church Council of the Ecclesiastical Parish of Horley Registered number – 1133737

Parish address

The Parish Office St Bartholomew’s Church Church Road Horley

Tel: 01293 782218

Clergy

Team Rector – Rev Canon Les Wells 4 Russells Crescent Horley

Team Vicar – Rev Naomi Ngururi St Wilfrid’s Vicarage Horley Row Horley

Curate – Rev Sue Bosley (until February 2024), Rev Victoria Stone (from June 2024) St Francis Vicarage Balcombe Road Horley

Curate – Rev Kerry Evans (from February 2024)

Lay staff

Clergy PA Sue Middleton

Independent Examiner Janice Roberts FCCA 3 Yew Tree Court Yew Tree Close Horley

Banker Lloyds TSB Horley Branch High Street Horley

1

ANNUAL REPORT FOR 2024

STRUCTURE, GOVERNANCE AND MANAGEMENT

Background

Horley Parochial Church Council (PCC) has the responsibility of co-operating with the clergy in promoting the whole mission of the Church of Christ within the ecclesiastical parish of Horley. The PCC is also responsible for the maintenance of our buildings, which include the historic church of St Bartholomew’s, St Wilfrid’s Church, St Francis Church (‘the Churches’) and the vicarages for St Wilfrid’s and St Francis. The Team Rectory is classed as Parsonage Housing by the Diocese of Southwark.

Each of the churches has its own District Church Council (DCC) which has delegated authority from the PCC for the running of their respective church. Income and expenditure which relates to the individual churches is controlled by the DCCs. Central parish expenditure is financed by a contribution from each church.

Members of the PCC are elected by the individual churches at the annual church meetings and ratified at the Annual Parochial Church Meeting (APCM).

PCC membership following the APCM 2023

Ex Officio Members

Rev Canon Leslie Wells – Team Rector Rev Naomi Ngururi – Team Vicar Rev Sue Bosley – Curate (resigned February 2024) Rev Victoria Stone – Curate (appointed June 2024) Rev Kerry Evans – Curate Mandy Hill – Parish Warden – St Barts Dirk Douglas – Parish Warden – St Barts Neil Painter – Parish Warden - St Wilfrids (resigned 29 April 2024) Cathy Mowatt – Parish Warden – St Wilfrid’s (resigned 29 April 2024) Philip Wright – Parish Warden – St Francis Penny Lochead – Reader and Deanery Synod Tim Hill – Reader Dorothy Lupinda – Commissioned Pastoral Lay Minister Scott Coe – PCC Treasurer

Elected Members

Mark Quinn – St Barts (appointed 24 April 2023) Sue Lunn – St Barts, Deanery Synod (resigned 29 April 2024) Anna Coe – St Barts, Deanery Synod (appointed 29 April 2024) Mandy Hill – St Barts, Deanery Synod Roger Kidd – St Francis Jon Digby – St Wilfrids Maria Digby – St Wilfrids Lorna Meech – St Wilfrids, Deanery Synod Heather Bulman – St Francis

2

ANNUAL REPORT FOR 2024

Membership

Members of the PCC, who are also Trustees for the purpose of charity law, are either elected by each of the three churches at their respective annual meetings and confirmed by the Annual Parochial Church Meeting in accordance with the Church Representation Rules, or serve as ex officio members. The PCC can also exercise its right to invite coopted members as it deems fit.

The training of new PCC members is on-going and information is cascaded to them from the Diocese, the Deanery, the Clergy, the Churchwardens and Treasurer as appropriate.

Committees

The PCC operates through three committees that report to the main meeting from time to time.

Standing Committee

This is the only committee required by law. It exists to transact the business of the PCC between meetings and may form the agenda for meetings of the PCC.

Treasury Committee

This is comprised of the Team Rector, the PCC Treasurer and the Treasurer of each of the Churches. It exists to oversee the finances of the parish as a whole and meets as necessary. Between meetings, there is email communication between the members of this committee.

Churchyard Committee

This comprises several members co-opted by the PCC, together with two Horley Town Councillors. It oversees the maintenance of the churchyard on Church Road. Reports are made to the PCC by its co-opted members. The Town Councillors report to the Local Authority which provides the PCC with a grant for the maintenance of the Churchyards.

OBJECTIVES AND ACTIVITIES

As a Parish within the Church of England's Diocese of Southwark, the Churches exist for the benefit of its wider community as well as for those who form part of its week-by-week worshipping community.

One of our key objectives is to serve Horley with the love of Christ. Throughout the week we seek to serve the town in which we are based by using the gifts and talents of the clergy, staff and lay members of the churches. Through a wide variety of activities and services - both on Sundays and throughout the week - the church seeks to share the life and transforming love of God in word and in action, bringing to this task the numerous gifts and talents of a very significant number of lay people as well as the clergy and staff team.

The PCC ensures that decisions are in line with Church of England requirements which in turn take account of the guidance on public benefit published by the Charities Commission.

ACHIEVEMENTS AND PERFORMANCE

The character and style of the services that are held on Sundays and during the week reflect the diverse needs and worship styles of the congregations in the churches. Services include traditional BCP, Taize, Common Worship, Evensong and informal services.

At the APCM on 28 April 2025 there were 237 names on the roll (2024: 247).

3

ANNUAL REPORT FOR 2024 (continued)

PCC activities

The PCC has met 4 times since the 2024 APCM and meetings took place at St Bartholomew’s Church with Zoom links for those unable to attend in person.

Among other matters, the following areas were the focus of meetings during the past year:

Various redecoration works were undertaken during the year, including new paving and a boiler. During the year the church received £13,000 legacies to be used on specific building projects at the behest of the legators. These remained unspent at 31 December 2024 but are expected to be defrayed during 2025.

• Maintenance work at St. Wilfrid’s

This year a faculty was being sought for the roof, and new electric heating was installed to replace the gas boiler.

A parish youth group for young people in school years 7 and upwards was run by Tim Hill and Kerry Evans during the year. The group meets at St Bart's Church on a Friday evening during term time.

Major activities in the parish

All three churches were fully open during 2024, offering Sunday services and other meetings. In addition, there were some fundraising activities held during 2024 in aid of the St Wilfrid’s Roof fund, including a concert by a local musician. St Francis held a Parish Harvest Supper, with profits donated to Welcare and Renewed Hope Trust, two local charities.

Youth and children’s work

This continues to be a major focus of the parish and includes mums and toddler groups, youth meetings, as well as our various Sunday Schools.

A church school, Trinity Oaks, opened in September 2014 and the PCC now has three Foundation Governors elected by the PCC.

4

ANNUAL REPORT FOR 2024 (continued)

Evangelism

In the past this has included Alpha, Christianity Explored, Emmaus and House Study Groups which are run on a periodic basis.

Pastoral Care

Pastoral care is part of the work of the clergy, plus the SPA and members of the church pastoral team. Clergy and pastoral teams go into local residential homes to conduct services and bed side visits.

Community

In the past, working with Churches for Horley, the parish contributes to Horley Food Bank. There are Welcare reps in each church and Toy Services are held each Christmas as well as contributing to the Samaritan’s Purse shoebox appeal and to the Romanian Aid Foundation. Toiletries are regularly donated to Women’s Refuge and East Surrey Hospital.

The halls at both St Francis and St Wilfrid’s are rented to community groups such as Playgroups, Guides and exercise classes.

Harvest parcels are distributed from St Francis to Welcare.

FINANCIAL REVIEW OF THE YEAR

For 2024 the parish financial statements have been prepared in accordance with the FRS102 SORP. Financial highlights include:

Missionary and charitable giving

It is PCC policy to give 10% of our income after deducting amounts collected on behalf of other organisations. Each church decides on the organisations which it wishes to support in this way.

Reserves Policy

It is PCC policy to maintain a balance on unrestricted funds (if possible), sufficient to cover emergency situations that may arise from time to time. The closing balance of £150,291 (PCC General plus Designated Combined excluding the vicarages) on unrestricted funds represents approximately 8.5 months of unrestricted payments at current operating levels (2023: £172,391 representing 11.9 months).

Risk Policy

The PCC has considered the major risks to which the church is exposed including safeguarding children and vulnerable adults (in which regard the PCC follows the Diocese of Southwark Safeguarding procedures in full and has experienced safeguarding officers to assist it), disability discrimination, health and safety and fire protection. We continue to ensure that we meet GDPR requirements.

FUTURE PLANS

The work of the parish will continue as we seek the counsel of the Holy Spirit. The St Wilfrid’s roof project is awaiting approval and investigative work has begun into replacing the boilers at St Bartholomew’s and St Francis.

5

STATEMENTOFTRUSTEES, RESPONSIBILtnES The Trustees (the PCC) are ￿sponsIble for preparing the tmstees report and the financial statements in accordance with applicable law and United Kingdom Accounting standards (United Kingdom Generally Ac(*pted Accounting Practi￿1. Charity law requires the Trustees (the PCC) to prepa￿ financial statements for each financial year which g1ve a true and fairview of the state of affairs of the charity atthe yearend and of its incoming resources and resources expended duringthat year. In preparing those financial statements, the TTUStees are ￿qUired to: Select suitable accounting policies and then applythem consistently. Makejudgements and estimates that are reasonable and pmdent., State whetherapplicable accountingstandards and statements of recommended pra(Xice have been followed subject to any departures disclosed and explalned in the financial statements; and prepa￿ the financial statements on the going concern basis unless it is inappropriate to presume that the charity will continue in business. The Trustees are responsible for keeping proper accounting records which disclose with reasonable accuracy at any time the financial posltlon of the charity and enable them to ensu￿ that the financial statements comply with the Charities Act 2011. They a￿ also responsible for safeguarding the assets of the charity ano hence for taking reasonable steps forthe prevention and detection of fraud and other If￿gUlaritieS. On behalf ofthe PCC rf.kyagf. Revcanon L Wells- Team Rector Date: 28 April 2025 oe - PCC Treasurnr

HORLEY PAROCHIAL CHURCH COUNCIL

STATEMENT OF FINANCIAL ACTIVITIES for the year ended 31 December 2024

Note
INCOME FROM
Donations and legacies
2a
Charitable activities
2b
Other trading activities
2c
Investments
2d
Other
2e
TOTAL
EXPENDITURE ON
Raising funds
3a
Charitable activities
3b
Other
3c
TOTAL
Gains/(losses) on investment assets
NET INCOME(EXPENDITURE)
Transfers between funds
OTHER RECOGNISED GAINS/(LOSSES)
Gains/(losses) on revaluation of fixed assets
NET MOVEMENT IN FUNDS
RECONCILIATION OF FUNDS
Total funds brought forward as originally stated
Prior year adjustment
Total funds brought forward as restated
Total funds carried forward
2024
2023
General PCC
Designated
Combined
Income
Endowment
TOTAL FUNDS
General PCC
Designated
Combined
Income
Endowment
TOTAL FUNDS
£
£
£
£
£
£
£
£
£
£
7,221
124,253
33,752
-
165,226
11,004
125,743
88,549
-
225,296
-
51,402
1,636
-
53,038
-
43,998
1,983
-
45,981
-
2,250
-
-
2,250
-
1,350
-
-
1,350
122
4,431
404
-
4,957
65
2,027
401
-
2,493
-
-
-
-
-
-
(250)
-
-
(250)
Unrestricted
Restricted
Unrestricted
Restricted
7,343
182,336
35,792
-
225,471
11,069
172,868
90,933
-
274,870
-
-
-
-
-
-
-
-
-
-
9,572
195,894
14,263
-
219,729
13,013
150,644
58,342
-
221,999
-
6,234
-
-
6,234
-
10,165
-
-
10,165
9,572
202,128
14,263
-
225,963
13,013
160,809
58,342
-
232,164
-
-
2,092
-
2,092
-
-
1,930
-
1,930
(2,229)
(19,792)
23,621
-
1,600
(1,944)
12,059
34,521
-
44,636
(534)
(45)
579
-
-
18,579
(9,311)
55,785
(65,053)
-
-
31,899
-
-
31,899
-
(55,000)
-
-
(55,000)
(2,763)
12,062
24,200
-
33,499
16,635
(52,252)
90,306
(65,053)
(10,364)
(3,233)
1,526,124
147,883
-
1,670,774
(19,868)
1,578,376
57,577
65,053
1,681,138
-
-
-
-
-
-
-
-
-
-
(3,233)
1,526,124
147,883
-
1,670,774
(19,868)
1,578,376
57,577
65,053
1,681,138
(5,996)
1,538,186
172,083
-
1,704,273
(3,233)
1,526,124
147,883
-
1,670,774

7

HORLEY PAROCHIAL CHURCH COUNCIL BALANCE SHEEf as at 31 December 2024 2024 2023 Note TOTAL FUNDS TOTAL FIXED ASSETS Vicarages Long tem investments in R&S DCT A/cs TOTAL FIXED ASSErs 1,381,899 5,802 1,387,701 1,350,000 56,621 1,406,621 CURRENT ASSErs Stock Debtors Short term deposits Cash at bank and in hand TOTAL CURRENT ASSEts 800 19,660 1,417 254,580 276,457 21,446 1,408 296,901 320,555 LIABILITIES: CREDITORS: AMOUNTS FALLING DUE WITHIN ONEYEAR (3,983) (12,304) NEf CURRENT ASSErs 316,572 264,153 NEfASSErs 1,704,273 1,670,774 PARISH FUNDS Unrestricted Unrestricted Designated Restricted Income Restricted Endowment TOTAL FUNDS (5,996) 1,538,186 172,083 {3,233) 1,526,124 147,883 1,704,273 1,670,774 Approved bythe Parochial Church Council on 28 April 2025 and signed on thelrbehalf by. Rev Canon L Wells- Team Rector S Coe- PCC Treasurer I /.tta/£,

HORLEY PAROCHIAL CHURCH COUNCIL

NOTES TO THE FINANCIAL ACTIVITIES for the year ended 31 December 2024

1. ACCOUNTING POLICIES

The Parochial Church Council of the Ecclesiastical Parish of Horley (also known as the Horley Parochial Church Council) is a charity registered in England and Wales (charity no. 1133767). Its principal address of business is: The Parish Office, St Bartholomew's Church, Church Road, Horley RH6 8AB.

The principal accounting policies adopted, judgements and key sources of estimation uncertainty in the preparation of the financial statements are as follows:

Basis of preparation

The financial statements have been prepared in accordance with the Church Accounting Regulations 2006, the Charities Act 2011, Financial Reporting Standard 102 (FRS102) and the Charities' Statement of Recommended Practice, Accounting and Reporting by Charities , issued in 2016 and updated in 2019 (Charities SORP (FRS102)).

The charity meets the definition of a public benefit entity under FRS102.

The financial statements have been prepared under the historical cost convention except for the valuation of investment assets, which are shown at market value, and vicarages which are shown at fair value.

The financial statements 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.

The financial statements have been presented in pounds sterling, rounded to the nearest £1.

Going concern

The trustees consider that there are no material uncertainties about the PCC's ability to continue as a going concern.

Funds

The unrestricted general fund may be used at the discretion of the PCC. The unrestricted designated funds comprise the unrestricted general funds for the three churches and other funds held for specific purposes as described in note 10 below.

Restricted Income funds comprise those for which the Rochester and Southwark Diocesan Church Trust acts as trustee or are held for other non-discretionary purposes.

Endowment funds comprise trusts given to the parish to provide income for its needs, but whose capital cannot normally be used.

Income

Planned giving, collections and donations are recognised when received. Tax refunds are recognised when the income to which they relate is received.

Grants and legacies are accounted for when the PCC is legally entitled to the amounts due and it is probable that they will be received. Dividends and interest are accounted for when receivable.

All other income is recognised when it is probable that it will be received. All income is accounted for gross.

The churches depend on the services of volunteers for many of their activities. The PCC does not account for services donated by volunteers as their fair value cannot be measured reliably.

9

HORLEY PAROCHIAL CHURCH COUNCIL

NOTES TO THE FINANCIAL ACTIVITIES for the year ended 31 December 2024

1. ACCOUNTING POLICIES (continued)

Expenditure

All expenditure is accounted for when there is a binding or constructive obligation on the PCC. The primary purpose of the churches is not grant making. Monies given to individuals and other Christian organisations are not considered as grants. The diocesan parish share is accounted for when due. All other expenditure is recognised when it is incurred and is accounted for gross.

Fixed assets

Consecrated and benefice property is not included in the accounts in accordance with the Charities Act 2011. Such property is held for the purposes of housing clergy.

Therefore, even when parish clergy are not resident and rental income is obtained, the vicarages are not considered as investment properties.

They are held in a separate fund and rentals during vacancies will be used for repairs. The vicarages were revalued last year at fair value by an estate agent, and were revalued this year by the trustees using readily available market data via the Nationwide House Price Index.

No value is placed on moveable church furnishings held by the churchwardens on a 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 benefice buildings and moveable church furnishings, whether maintenance or improvement, is written off as expenditure in the SOFA.

Investments

Fixed asset investments represent grave trusts and the net proceeds from the sale of Albert Rooms. They are valued at market value as supplied by the Rochester and Southwark Diocesan Trust.

Short term deposits are placed with the Church Board of Finance and are available on demand. They are valued at the original deposit plus accrued interest less withdrawals.

Realised gains and losses are recognised when investments are sold. Unrealised gains or losses are accounted for on revaluation of investments at 31 December. The Statement of Financial Activities includes the net gains and losses on revaluations and disposals throughout the year and are shown as a component of net income.

Stocks

These represent a notional value of oil held in the tanks at St Bartholomew's.

Debtors and Creditors

Debtors are measured at the amount receivable less impairment. Creditors are recognised when the parish incurs a binding obligation and they are measured at amortised cost.

Financial Instruments

The charity only has financial assets and liabilities of a kind that qualify as basic financial instruments. Basic financial instruments are initially recognised at transaction value and subsequently measured at their settlement value.

10

HORLEY PAROCHIAL CHURCH COUNCIL

NOTES TO THE FINANCIAL ACTIVITIES for the year ended 31 December 2024

2 INCOME AND ENDOWMENTS FROM
Note
2a
Donations and legacies
Bank transfer/envelopes
Income tax recovered
CAF giving/other giving
Cash and cheque collections
Grants
Legacies
Other donations
2b
Charitable activities
Fees from Weddings and Funerals
Church hall lettings
Fundraising events
2c
Other trading activities
St Bart's Church rent
2d
Investments
Dividend/interest
2e
Other
Insurance claims
TOTAL
2024
2023
General PCC
Designated
Combined
Income
Endowment
TOTAL FUNDS
General PCC
Designated
Combined
Income
Endowment
TOTAL FUNDS
£
£
£
£
£
£
£
£
£
£
6,065
89,790
(416)
-
95,439
7,900
93,143
66,054
-
167,097
1,156
15,359
250
-
16,765
2,604
17,961
5,590
-
26,155
-
4,425
1,800
-
6,225
-
4,285
4,050
-
8,335
-
7,070
433
-
7,503
-
5,924
4,564
-
10,488
-
-
13,970
-
13,970
-
16
7,450
-
7,466
-
3,000
10,000
-
13,000
-
-
-
-
-
-
4,609
7,715
-
12,324
500
4,414
841
-
5,755
Unrestricted
Restricted
Unrestricted
Restricted
7,221
124,253
33,752
-
165,226
11,004
125,743
88,549
-
225,296
-
18,418
1,302
-
19,720
-
12,524
1,269
-
13,793
-
32,984
-
-
32,984
-
31,474
-
-
31,474
-
-
334
-
334
-
-
714
-
714
-
51,402
1,636
-
53,038
-
43,998
1,983
-
45,981
-
2,250
-
-
2,250
-
1,350
-
-
1,350
-
2,250
-
-
2,250
-
1,350
-
-
1,350
122
4,431
404
-
4,957
65
2,027
401
-
2,493
122
4,431
404
-
4,957
65
2,027
401
-
2,493
-
-
-
-
-
-
(250)
-
-
(250)
-
-
-
-
-
-
(250)
-
-
(250)
7,343
182,336
35,792
-
225,471
11,069
172,868
90,933
-
274,870

11

HORLEY PAROCHIAL CHURCH COUNCIL

NOTES TO THE FINANCIAL ACTIVITIES for the year ended 31 December 2024

3 EXPENDITURE ON
Note
3a
Raising funds
Events
3b
Charitable activities
Diocesan PSF
Diocese fees
Clergy/readers/staff expenses
Youthwork/children's ministry
Outreach Projects
Church running expenses
Church maintenance
Vicarages running costs
Vicarages maintenance
Sundries
Upkeep of churchyard
Church halls maintenance and running costs
Staff salaries
Evangelism
Musicians/vergers fees
Income from churches
Printing/ stationery/office costs/publicity/fund raising
3c
Other
Missionary/charitable giving
TOTAL
2024
2023
General PCC
Designated
Combined
Income
Endowment
TOTAL FUNDS
General PCC
Designated
Combined
Income
Endowment
TOTAL FUNDS
-
-
-
-
-
-
-
-
-
-
Unrestricted
Restricted
Unrestricted
Restricted
-
-
-
-
-
-
-
-
-
-
-
70,110
-
-
70,110
-
67,984
-
-
67,984
-
8,747
-
-
8,747
-
4,542
-
-
4,542
5,697
106
-
-
5,803
4,969
109
-
-
5,078
-
-
-
-
-
-
-
-
-
-
469
2,181
4,104
-
6,754
577
1,012
2,359
-
3,948
173
22,954
-
-
23,127
-
16,797
3,513
-
20,310
368
29,913
-
-
30,281
1,246
9,730
44,804
-
55,780
10,202
-
-
-
10,202
9,963
-
-
-
9,963
2,506
-
-
-
2,506
-
3,543
-
-
3,543
302
1,021
-
-
1,323
1,276
994
-
-
2,270
-
-
9,302
-
9,302
-
-
7,366
-
7,366
-
29,080
357
-
29,437
-
17,978
-
-
17,978
14,059
-
-
-
14,059
13,390
-
-
-
13,390
-
-
500
-
500
-
-
-
-
-
-
3,393
-
-
3,393
2,367
2,137
300
-
4,804
(28,389)
28,389
-
-
-
(25,818)
25,818
-
-
-
4,185
-
-
-
4,185
5,043
-
-
-
5,043
9,572
195,894
14,263
-
219,729
13,013
150,644
58,342
-
221,999
-
6,234
-
-
6,234
-
10,165
-
-
10,165
-
6,234
-
-
6,234
-
10,165
-
-
10,165
9,572
202,128
14,263
-
225,963
13,013
160,809
58,342
-
232,164

12

HORLEY PAROCHIAL CHURCH COUNCIL

NOTES TO THE FINANCIAL ACTIVITIES for the year ended 31 December 2024

5 FIXED ASSETS
Opening balance at 1 January
Disposal
Revaluation
Closing balance at 31 December
Investments comprise Church Board of Finance Deposit Funds
6 STOCK
Fuel oil stock has been estimated at £800 and included in unrestricted designated funds
7 DEBTORS
Sundry debtors
Income tax recoverable
Total
8 LIABILITIES: AMOUNTS FALLING DUE WITHIN ONE YEAR
Accruals and deferred income
Short-term loans from individuals
Total
Vicarages Listed investments
Total
£
£
£
1,350,000
56,621
1,406,621
-
(52,912)
(52,912)
31,899
2,093
33,992
Vicarages Listed investments
Total
£
£
£
1,350,000
56,621
1,406,621
-
(52,912)
(52,912)
31,899
2,093
33,992
1,381,899
5,802

1,387,701
2024
TOTAL FUNDS
£
-
21,446
21,446
2024
TOTAL FUNDS
£
3,983
-
3,983
2023
TOTAL FUNDS
£
-
19,660
19,660
2023
TOTAL FUNDS
£
12,304
-
12,304

13

HORLEY PAROCHIAL CHURCH COUNCIL

NOTES TO THE FINANCIAL ACTIVITIES for the year ended 31 December 2024

9 NET ASSETS BY FUND
2024
Fixed Assets
Endowments
Net current assets/(liabilities)
Fund balances
2023
Fixed Assets
Endowments
Net current assets/(liabilities)
Fund balances
10 FUND DETAILS
Designated combined funds include:
2024
Balance at 1 January
Prior year adjustment
Income
Expenditure
Transfers
Investment (losses)/gains
Balance at 31 December
2023
Balance at 1 January
Income
Expenditure
Transfers
Investment (losses)/gains
Balance at 31 December
General PCC
Designated
Combined
Income
Endowment
TOTAL FUNDS
£
£
£
£
£
-
1,381,899
5,802
-
1,387,701
-
-
-
13,545
13,545
(5,996)
156,287
166,281
(13,545)
303,027
(5,996)
1,538,186
172,083
-
1,704,273
-
1,350,000
56,621
-
1,406,621
-
-
-
13,545
13,545
(3,233)
176,124
91,262
(13,545)
250,608
(3,233)
1,526,124
147,883
-
1,670,774
St Barts
St Wilfrids
St Francis
St Wilfrids
Designated
Roof Fund
Tower
Organ
Fabric Vicarages Capital
Vicarages Repair Other designated
Total
£
£
£
£
£
£
£
£
£
£
£
6,861
87,597
81,666
-
-
-
-
1,350,000
-
-
1,526,124
-
-
-
-
-
-
-
-
-
-
-
86,269
38,999
57,068
-
-
-
-
-
-
-
182,336
(84,292)
(28,311)
(89,525)
-
-
-
-
-
-
-
(202,128)
(45)
(92,280)
-
92,280
-
-
-
-
-
-
(45)
-
-
-
-
-
-
-
31,899
-
-
31,899
Unrestricted
Restricted
General PCC
Designated
Combined
Income
Endowment
TOTAL FUNDS
£
£
£
£
£
-
1,381,899
5,802
-
1,387,701
-
-
-
13,545
13,545
(5,996)
156,287
166,281
(13,545)
303,027
Unrestricted
Restricted
(5,996)
1,538,186
172,083
-
1,704,273
-
1,350,000
56,621
-
1,406,621
-
-
-
13,545
13,545
(3,233)
176,124
91,262
(13,545)
250,608
(3,233)
1,526,124
147,883
-
1,670,774
8,793
6,005
49,209
92,280
-
-
-
1,381,899
-
-
1,538,186
3,726
74,609
82,255
-
4,278
5,459
2,441
1,405,000
416
192
1,578,376
76,972
44,116
51,712
-
-
68
-
-
-
-
172,868
(73,837)
(31,128)
(52,301)
-
-
-
-
-
(3,543)
-
(160,809)
-
-
-
-
(4,278)
(5,527)
(2,441)
-
3,127
(192)
(9,311)
-
-
-
-
-
-
-
(55,000)
-
-
(55,000)
6,861
87,597
81,666
-
-
-
-
1,350,000
-
-
1,526,124

14

HORLEY PAROCHIAL CHURCH COUNCIL

NOTES TO THE FINANCIAL ACTIVITIES for the year ended 31 December 2024

10 FUND DETAILS (continued)

Restricted income funds include:

2024
Balance at 1 January as previously stated
Income
Expenditure
Transfers
Investment (losses)/gains
Balance at 31 December
2023
Balance at 1 January as restated
Income
Expenditure
Transfers
Investment (losses)/gains
Balance at 31 December
Crypto
St Francis Organ
Fund
St Francis
Evangelism Fund
St Bart's Boiler St Bart's Spire/Roof
Lytchgate works
St Bart's Puppets
Clergy gift
WNS
St Bart's Other
Churchyard
St Wilfrids Roof
Fund
St Bart's Equipment
Grant
Fuel grant
St Francis building
restricted fund
Other restricted
Total
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
3,298
4,000
3,000
38,429
40,875
-
-
414
71
3,693
3,811
26,164
1,939
-
17,717
4,472
147,883
-
-
-
-
1,823
2,300
-
170
-
-
8,456
7,715
-
-
10,000
5,328
35,792
-
-
-
-
-
-
-
(700)
(534)
-
(9,302)
(659)
(500)
-
-
(2,568)
(14,263)
-
-
-
-
-
-
-
116
463
-
-
-
-
-
-
-
579
2,503
-
-
-
-
-
-
-
-
-
(411)
-
-
-
-
-
2,092
5,801
4,000
3,000
38,429
42,698
2,300
-
-
-
3,693
2,554
33,220
1,439
-
27,717
7,232
172,083
3,298
4,000
3,000
18,429
5,450
-
535
-
71
3,693
2,471
7,788
1,939
3,513
-
3,390
57,577
-
-
-
20,000
58,234
-
-
2,223
-
300
8,420
659
-
-
-
1,097
90,933
-
-
-
-
(44,804)
-
-
(1,809)
-
(300)
(7,366)
-
-
(3,513)
-
(550)
(58,342)
-
-
-
-
21,447
-
(535)
-
-
-
-
17,169
-
-
17,169
535
55,785
-
-
-
-
548
-
-
-
-
-
286
548
-
-
548
-
1,930
3,298
4,000
3,000
38,429
40,875
-
-
414
71
3,693
3,811
26,164
1,939
-
17,717
4,472
147,883

Purposes of funds:

Crypto Fund: this represents funds held in Church of England listed investments.

St Francis Organ Fund: this represents monies given by a legacy for the purpose of revamping the organ at St Francis church. It had not been recognised separately and so the prior year adjustment is to correct this.

St Francis Evangelism Fund: this represents monies given by a legacy for the purpose of evangelistic expenditure at St Francis church. It had not been recognised separately and so the prior year adjustment is to correct this.

St Bart's Boiler Fund: these represent donations over many years towards replacement boilers for St Barts.

St Bart's Tower/Spire Roof Fund: this comprises donations towards the repair works on the main roof at St Bart's.

St Bart's Puppets Fund: these represent donations given towards the Puppets ministry at St Barts. Last year monies were transferred to the Youth Camp as agreed by the original donors.

Clergy gift: last year these were monies collected for a gift towards the Team Rector in advance of a three-month sabbatical taken during the year, and this year for a leaving gift for one curate who transferred to another Parish towards the start of this year.

St Bart's WNS (Winter Night Shelter): this represented donations given towards the Winter Night Shelter, a project run by a local charity, Renewed Hope, specifically for light and heat incurred in using St Bart's as one of the host locations. It was agreed to transfer this money in 2024 to St Wilfrid's as they became the Night Shelter host in this year. St Bart's Other: these represent various other smaller appeals which are immaterial in size and have therefore been grouped together.

Churchyard Fund: this consisted of local Council grants given for the purpose of maintaining St Bart's churchyard and graveyard.

St Wilfrid's Roof Fund: this represented the balance of grants and donations used for the replacement of the heating system of St Wilfrid's Church in 2020 towards roof replacement, as agreed with the grantors. The prior year adjustment was made to reallocate these restricted grants and the cost of the heating system originally recognised in St Wilf's Designated Combined Funds in error. St Bart's Equipment grant: these represent donations given towards the PA and sound equipment at St Bart's purchased in 2020.

Fuel grant: in 2022 a grant was given by the Diocese to help the Parish meet light and heat costs. This was fully expended in 2023.

St Francis Building Fund: this comprises one-third of the proceeds in the Albert Rooms Fund that had been released last year plus a restricted legacy of £10,000 this year for the creation of a memorial garden and seating area at the church.

PCC Other: these represent various other smaller appeals which are immaterial in size and have therefore been grouped together.

15

HORLEY PAROCHIAL CHURCH COUNCIL

NOTES TO THE FINANCIAL ACTIVITIES for the year ended 31 December 2024

10 FUND DETAILS (continued)

Endowment fundsinclude:
2024
Balance at 1 January
Income
Expenditure
Transfers
Investment (losses)/gains
Balance at 31 December
2023
Balance at 1 January
Income
Expenditure
Investment (losses)/gains
Balance at 31 December
Sampson
Parish Hall
Total
£
£
£
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
Sampson
Parish Hall
Total
£
£
£
13,545
51,508
65,053
-
-
-
-
-
-
-
-
-
13,545
51,508
65,053

Purposes of funds:

Sampson Fund: this was established by a legacy given by a former member of the Parish believed to be intended for the Churchyard. As no income was generated on this fund over the past two years, the PCC voted to release this fund to the General Unrestricted fund as they had transferred funds to meet past deficits incurred by the Churchyard restricted fund.

Parish Hall Fund: this represents proceeds realised on the sale of the Albert Rooms in Albert Road, Horley, and had been intended for constructing new Parish Rooms at St Barts. During 2022 it was decided that, as the investments were generating annual income of less than £1,000, the PCC should approach the Diocese with a view to releasing these funds towards building projects of each of the three churches, and this was granted. In 2024 these funds were encashed and the proceeds released in equal parts to each church, restricted to their building funds.

15

HORLEY PAROCHIAL CHURCH COUNCIL

NOTES TO THE FINANCIAL ACTIVITIES for the year ended 31 December 2024

11 RELATED PARTY TRANSACTIONS

Other than expenses reimbursed to trustees as set out in notes 3 and 4, there were no related party disclosures which required disclosure. Donations from Trustees did not have conditions attached which would have required the PCC to significantly alter the nature of the Parish's activities.

16

INDEPENDENf EXAMINER'S REPOltrTOTHETRUSTEES OF Horfey Parnthial Church Council I reportto the trustees on my examination of the accounts of Horley PCC {the Trust) forthe year ended 31 December 2024, Responsibilitles and basls of report Asthecharitytrustees OftheTrust￿U are responsibleforthe p￿Paration ofthe accounts in accordancewiththe requirementsofthe Charities Act 2011 (the Act). I report in respect of my examination of the Trust's accounts carried Out under section 145 of the 2011 Act and in carrying out my examination I have followed all the appllcable Directions gwen bythe Charity Commission under section 14515)(b) of the Act. The charlty'sgross income exceeded £250,000 and l am qualified to undertaketheexamlnatlon by beinga qualified memberofthe Association of Chartered Certified Accountants. Independent eyamlnefs statement I have Completed my examination. I conflmi that no material Matte￿ have come to my attention in connection with the examination which gives me cause to believe that in any material respect: i. accounting records were not kept in respect of theTrust as require(I by section 130 of the Act,. or 2. the accounts do not accord with the accounting recor(Is", or 3. the accounts (jo not comply with the applicable requirements conceming the fomi and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any ￿qUirement that the accounts give a 'twe and fair, view which is not a matterconsidered as part of an independent examlnatlon. I have no concems and have come across no other matters in connection wlth the examlnation to whlch attentlon should be (irawn In this report in orderto enable a proper understanding ofthe accounts to be ￿aChed. 21L 11 Janice Roberts FCCA Horley Surrey 2025 17