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2025-12-31-accounts

Treasurer’s Report for the year ended 31 December 2025

The Financial Accounts for the year ended December 2025 are detailed in Appendix 1. These have been independently examined by Stephen Lister and agreed by members of the PCC at a meeting on the 23rd March 2026. I express my gratitude to Stephen for his expertise and his time.

May I also convey a sincere thank you to all who make financial donations towards the running of the church and also those who give of their time, skills and other contributions to support us and also to all who attend our church.

Our church building, church activities and our missionary work in the community are entirely reliant upon voluntary giving. Whether you are giving weekly, by monthly standing order, by cash or by card, your donations are gratefully received. The most efficient method is by monthly standing order. If you wish to set up a standing order, forms are available in church, please ask. Also, if you are a tax payer, please ask for a form so that your donation can be gift aided. This means we can claim an additional 25p in the £1 of your donation from HMRC, at no cost to you. For 2025 the total giving amounted to £42,603, this was unfortunately £2,360 less than received in 2024.

We are extremely grateful to have received a substantial legacy under the Will of a late member of the church, totalling £40,857. This sum has been set aside and used towards various building projects.

The Lychgate has been repaired and reopened at a cost of £6,540. We received several generous donations, which with Gift Aid added, raised £3,221. The balance due of £3,319 was taken from the legacy referred to above.

Both the Summer and Christmas fair’s were a great success as too was our ‘Murder Mystery’ evening. These three events raised £3,479 up substantially from £2,663 in 2024. These events and other activities which generated an income for the church are listed under Fund Raising on page 2.

Our Parish Share for 2025 totalling £31,657 was once again paid in full. This figure represents our share of the total cost of clergy within the Leeds Diocese including their stipend, housing costs, national insurance and pension contributions. This is a shared responsibility and mission enabling all Christians throughout the Diocese to have access to worship and communion. For the next three years, the PCC, on a split vote of 7 for and 5 against, have decided to only pay one half of the Parish Share, retaining one half towards building works.

As part of our mission of supporting others, 10% of your giving is paid to 12 named charities as detailed at the foot of Page 3. These are a mixture of good causes either locally, nationally or internationally. In addition following collections at church and a donation from church, funds were raised to help those in need following the huricane disaster in Jamaica. The donations were distributed equally to the Red Cross and also to a local Church in Jamaica for distribution amongst those in the north of the island.

As can be seen from Page 3, the major expenses incurred relate to repairs to the Lychgate referred to above, repairs to the graveyard wall which had collapsed into a garden on Monk Ings and also repairs to the boilers and heating system.

The general running expenses are itemised on page 3 along with the utility bills paid.

We have numerous historic Endowment Funds held by the Diocese as listed on page 4. These are funds given to the church with the express instructions that the fund is to be invested and only the income can be used for church purposes. The capital value of these funds is £80,428 and the dividends received by our church on these investments totalled £2,329.

In addition we have various Restricted Funds were the capital can be used, but only for the specific purpose for which the donations were made.

From the date of this APCM, I will be stepping down as Treasurer.

Alan Graves

Treasurer

Registered Charity No. 1133854

THE PAROCHIAL CHURCH COUNCIL OF BIRSTALL PARISH CHURCH IN THE DIOCESE OF LEEDS

ANNUAL STATEMENT OF THE FINANCIAL AFFAIRS FOR THE YEAR ENDED 31 December 2025

PREPARED BY: F. ALAN GRAVES TREASURER TO THE P.C.C

EXAMINED BY: STEPHEN LISTER INDEPENDENT EXAMINER

BIRSTALL PARISH CHURCH IN THE DIOCESE OF LEEDS FINANCIAL STATEMENTS FOR THE YEAR ENDED 31[st] DECEMBER 2025 RECEIPTS AND PAYMENTS ACCOUNT

RECEIPTS AND PAYMENTS ACCOUNT
Unrestricted
Funds
RECEIPTS
Voluntary Receipts:
Regular Giving
40,214
Misc. Collections at Services
2,389
All other giving
a)
1,654
Gift Aid Recovered
10,288
Legacies
40,857
Grants Received
b)
260
Total voluntary giving
95,662
Fundraising Activities:
c)
6,808
Investment Income
636
Statutory Fees
4,808
Income from lettings:
270
Sundries
d)
50
TOTAL RECEIPTS
108,234
PAYMENTS
Costs of Fund raising Activities:
e)
1,870
Church Activities:
Mission Giving/Donations
f)
4,690
Diocesan parish Share
31,657
Clergy & Staffing costs
209
Church Expenses:
Mission & evangelism costs
g)
68
Church Running Expenses
h)
15,258
Church utility bills
I)
9,000
Major Capital Expenses:
j)
10,888
Other Expenses – tree felling
1,170
TOTAL PAYMENTS
74,810
Excess of Receipts over Payments
33,424
Transfers between funds
2,329
35,753
Cash at Bank as at 1 January 2025
14,255
Cash at Bank as at 31 December 2025
50,008
STATEMENT OF ASSETS
Assets
Unrestricted
Funds
Cash Funds
Bank current account
48,794
CBF Deposit Fund
5,750
54,544
Investment Assets
Diocese – Chancel Fund Deposit
C of E Investment Fund shares
0
TOTAL ASSETS – see Fund Analysis
Cash Funds as above
54,544
Investment Assets as above
0
54,544		 Restricted
Funds
2,721
2,721
39
200
2,960
2,721
2,721
239
0
239
13,058
13,297
Restricted
Funds
261
8,500
8,761
7,503
7,503
8,761
7,503
16,264		 Endowment
Funds
0
2,329
2,329
0
2,329
(2,329)
0
0
0
Endowment
Funds
0
93
80,335
80,428
0
80,428
80,428		 TOTAL
2025
40,214
2,389
4,375
10,288
40,857
260
98,383
6,808
3,004
5,008
270
50
113,523
1,870
4,690
31,657
209
68
15,258
9,000
13,609
1,170
77,531
35,992
0
35,992
27,313
63,305
TOTAL
2025
49,055
14,250
63,305
93
87,838
87,931
63,305
87,931
151,236*		 TOTAL
2024
42,825
2,138
2,097
10,414
2,430
59,904
5,790
3,056
4,716
90
410
73,966
535
5,400
37,837
356
434
19,750
7,767
6,174
1,470
79,723
(5,757)
0
(5,757)
33,070
27,313
TOTAL
2024
13063*
14,250
27,313
93
91,495
91,588
27,313
91,588
118,901

Page 1

BIRSTALL PARISH CHURCH IN THE DIOCESE OF LEEDS

FURTHER ANALYSIS OF RECEIPTS

Unrestricted
Funds
RECEIPTS
a)
All other Giving/Voluntary Receipts:
Donations - Lychgate
Donations – Carpet cleaning
275
Sundry Donations – Not G/A
1,043
Easyfunding
26
Bell Ringers donations
130
Disaster Emergency Appeals
50
Donations to Tower Fund
0
St Patrick’s Church Donation
0
Ecclesiastical Insurance
130
1,654
b)
Grants Received:
Woodlands Trust
0
Bishops Development Fund
0
Listed Places of Worship
260
260
c)
Fund Raising Activities:
Summer Fête
1,353
Summer Fair Sponsorships
320
Christmas Fair
2,922
Afternoon Cream Teas
0
Sponsored hair dye
0
Welcome Space donation
50
Murder Mystery
754
Play Group
700
Tea & coffee
300
Pete’s Produce
199
Book sales
0
Greeting card sales
0
Sale of logs
210
Miscellaneous activities
0
6,808
d)
Sundries:
Cheque not presented
Barclays bank compensation
50
Miscellaneous
50		 Restricted
Funds
2,721
2,721
0
0
0		 Endowment
Funds
0
0
0
0		 TOTAL
2025
2,721
275
1,043
26
130
50
0
0
130
4,375
0
0
260
260
1,353
320
2,922
0
0
50
754
700
300
199
0
0
210
0
6,808
0
50
0
50		 TOTAL
2024
0
0
1,627
0
0
60
180
100
130
2,097
1,470
960
0
2,430
1,362
405
1,431
372
522
0
0
600
600
400
5
60
0
33
5,790
400
0
10
410

Page 2

BIRSTALL PARISH CHURCH IN THE DIOCESE OF LEEDS FURTHER ANALYSIS OF PAYMENTS

Unrestricted
Restricted Endowment
Funds
Funds
Funds
PAYMENTS
e)
Costs of Fund raising activities:
Summer Fete
480
Christmas Craft Fair
1,047
Murder Mystery
343
Afternoon Teas
1,870
0
0
f)
Mission Giving and Donations:
Tithe Payments to Charities
4,440
Disaster Emergency Appeals
250
4,690
0
0
g)
Mission & Evangelism costs:
Flyers and booklets
Yorkshire Ass. of change ringers
10
Yorkshire Historic Churches Trust
40
Mother’s Day flwers
18
Alpha Course
Kitchen Equipment
68
0
0
h)
Church Running Expenses:
Costs of Services
2,559
Office Expenses
370
Church Building running expenses
12,329
15,258
0
0
I)
Church Utility Bills
Electricity
2110
Gas
6890
9000
0
0
j)
Major Capital Expenses:
Lychgate repairs
3,819
2,721
Graveyard wall repairs
3,000
Heating maintenance and repair
4,069
10,888
2,721
0
ADDITIONAL ANALYSIS OF RUNNING EXPENSES (SEE NOTE k) ABOVE):
Costs of Services
Wine, wafers, candles
110
Communion – trays, cups, etc.
152
Church Music Copyright Licence
576
Baptism Services
130
Confirmations
82
Funeral Services
3
Roots subscription
86
Service books, programs
89
Worship Supplies
129
Giving Envelopes
58
Christingle service
178		 TOTAL
2025
480
1,047
343
0
1,870
4,440
250
4,690
0
10
40
18
0
0
68
2,559
370
12,329
15,258
2110
6890
9000
6540
3000
4,069
13,609
110
152
576
130
82
3
86
89
129
58
178		 TOTAL
2024
415
80
0
40
535
5,200
200
5,400
219
10
40
0
120
45
434
2,084
601
17,065
19,750
2021
5745
7766
4740
1,434
6,174
227
0
628
28
0
204
0
218
33
58
0

Page 3

A/V Worship Tools program
151
Junior Church/prize giving
423
Creative Church
75
Flowers re Civic Service
130
Miscellaneous
67
2,439
Unrestricted
Funds
Office Expenses
Vestry Printer
168
Printer ink
0
Card reader charges
25
Stationery
129
Photocopier repairs
0
Office supplies
0
Information Commissioner
47
369
Church Building running expenses
Building Insurance
6,071
Broadband
314
Organ repairs/service
0
Fire Extinguisher service
138
Grass cutting
2,947
Kitchen and boiler service
0
Architects Fees – quinquennial report
0
Arboriculturist fees
420
Structural Engineer’s report (wall)
600
Electrical report and repairs
60
Carpet cleaning
500
Clock Servicing three year contract
0
Cleaner costs and materials
1,063
Electronic cabling
0
Defibrillator pad replacements
0
Alarm system servicing
84
Miscellaneous
132
12,329		 120
120
Restricted
Funds
0
0		 0
Endowment
Funds
0
0		 151
543
75
130
67
2,559
TOTAL
2025
168
25
129
0
0
47
369
6,071
314
0
138
2,947
0
0
420
600
60
500
0
1,063
0
0
84
132
12,329		 154
340
0
0
218
2,108
TOTAL
2024
0
11
0
193
277
61
35
577
5,909
277
358
222
3,162
296
1,560
0
0
3,061
0
840
811
274
87
84
124
17,065

TITHE PAYMENTS OF £370 TO EACH OF THE FOLLOWING (SEE NOTE f) ABOVE):

A Rocha – A Christian charity equipping Churches to care for the environment and the natural world Batley Food Bank – providing for those in need in Batley and surrounding areas Bible Society – translating and distributing the bible worldwide and providing educational resources Kirkwood Hospice – providing specialist palliative care for those terminally ill in Kirklees MartIn House Hospice – providing palliative care for young people across Yorkshire

Médecins Sans Frontières – providing emergency medical care and medical programs around the world North Kirklees Women’s Refuge – emergency accommodation to those fleeing violence and abuse Save the Children – provides safe spaces and improves the lives of children around the world St Georges Crypt - help for the homeless, vulnerable and those suffering from addiction Tear Fund – Christian Charity tackling poverty and injustice around the world Woodland Trust – the creation, protection and restoration of ancient woodlands

Yorkshire Air Ambulance – providing emergency healthcare with trained medics across Yorkshire

Page 3

BIRSTALL PARISH CHURCH IN THE DIOCESE OF LEEDS

FUND ANALYSIS

Reference
No. of
Shares
Endowment Investment Funds held by the Diocese:
Chancel Fabric Fund
3016985-001
834
Choir Fund
3016986-001
134
Church Cottages Fund
3017016-001
1787
Curate Fund
3016984-001
328
Sunday School Prizes
3017013-001
110
Chancel Fabric – Deposit
3017011-001
Endowment Investment Funds held by the PCC:
Curacy Fund
640002003S
128
Longbottom Bequest
640002001S
298
Total of Endowment Funds
Restricted Investment Funds held by the PCC:
Altar Linen Fund
640002004S
62
Birstall Schools Building Fund
640002002S
276
Restricted Cash Funds held by the PCC:
Community Fund
Disadvantaged families at school
Kitchen Renovation Fund
Re-ordering/Maintenance Fund
Sunday School Prize Fund
Tower Room/Bells Fund
Total of Restricted Funds
Unrestricted Designated Cash Funds held by the PCC:
Altar, Linen, carafe & organ
refurbishment Fund
Audio Visual Fund
Energy Reserve Fund
Environmental Fund
Flower Festival Fund
Graveyard Fund
Parish Training Fund
St Peter’s Playtime Fund
Tithe Fund
General Fund held by the PCC:
Total of Unrestricted Funds
Total Assets:*
Endowment Funds
Restricted Funds
Designated/unrestricted Funds		 2025
Valuations
18,513
2,975
39,668
7,281
2,442
70,879
93
70,972
2,841
6,615
80,428
1,376
6,127
7,503
3,962
40
2,057
709
612
1,382
8,762
16,265
(1,860)
40
2,500
2,215
189
1,899
1,890
498
488
7,859
46,684
54,543
80,428
16,265
54,543
151,236		 2025
Dividends/
Interest
536
86
1,148
211
71
2,052
4
2,056
82
191
2329
40
0
40
0
40
0
0
2,329
40
2,369		 2024
Valuations
19,284
3,098
41,320
7,584
2,543
73,829
93
73,922
2,960
6,890
83,772
1,434
6,382
7,816
4,035
40
2,057
708
662
1,182
8,684
16,500
(1,900)
(80)
2,500
2,215
189
6,070
1,940
498
887
12,319
6,310
18,629
83,772
16,500
18,629
118,901

Notes:

1 * Dividends on the Birstall School’s Building Fund are paid directly to the School

2 Based on the closing price of the shares held in the CBF Church of England Investment Fund income units the price per share as at 31 December 2025 was 2219.83p and at 1 January 2025 was 2312.27p

Page 4

BIRSTALL PARISH CHURCH IN THE DIOCESE OF LEEDS MOVEMENT OF FUNDS HELD UNDER THE CONTROL OF THE P.C.C

Balance Income/ Expenses/ Balance
01/01/25 Donations Transfers 31/12/25
MOVEMENT ON RESTRICTED FUNDS HELD BY THE P.C.C
Community Fund
Movement 4,036 0 74 3,962
Disadvantaged Families at St Peter’s School
Movement 40 0 0 40
Kitchen Renovation Fund
Movement 2,057 0 0 2,057
Re-Ordering and Maintenance Fund
Movement 708 2,719 2,719 708
Sunday School Prize Fund
Movement 662 70 120 612
Tower Room and Bells Fund
Movement 1,182 200 0 1,382
8,685 2,989 2,913 8,761
MOVEMENT ON DESIGNATED FUNDS HELD BY THE P.C.C
Altar Linen, Carafes & Organ Refurbishment Fund
Movement (1,900) 40 0 (1,860)
Audio Visual Fund
Movement -80 120 40
Energy Reserve Fund
Movement 2,500 0 0 2,500
Environmental Fund
Movement 2,215 0 2,215
Flower Festival Fund
Movement 189 0 0 189
Graveyard Fund
Movement 6,070 2,947 7,118 1,899
Parish Training Fund
Movement 1,940 0 50 1,890
St Peter’s Playtime Fund
Movement 498 0 0 498
Tithe Fund
Movement 887 4,291 4,690 488
12,319 7,398 11,858 7,859
MOVEMENT ON GENERAL FUND – GENERAL CHURCH INCOME AND EXPENSES
Movement 6,310 103,214 62,840 46,684

Page 5

BIRSTALL PARISH CHURCH IN THE DIOCESE OF LEEDS

Notes to the Accounts:

Dated

F. Alan Graves Treasurer, Birstall Parish Church of St Peter

Page 6

CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examiner's Report Roport to the trusteesl membfrrs of giLS1Aw On ae¢ounts for the year ended Charity no {if any) 31"J,a_2025 1133£5 Set out on pages I rep)rt to the tnthes M my examinalion of tro a(xx)unts of the above arity {Ihe Tru￿) for th8 y6ar ended R•8pon•lbllitl•• and As the charity trustees of tho T￿￿1. you ate responsl)le for the preparation basls of report of the accounts in a[￿(￿darKe with the ￿uIr0￿￿ts of the Chariti8s Act 2011 fthe W. I report in res￿ of my examination of the Trust'8 accounts caffied out under section 145 of the 2011 A£t and in caryw)g out my examinats'on, I have fol￿￿1 the applicable DireclK>n$ given by the Charity Commis$K)n under SeC￿n 14515)(b> of the Act. Independent I have o)mpleted my examination. I confirm that no m8terial matters have examinerfs Statement come to rny attenlKX) (other than that disclosed bebw") in connectK?n with the eYaMinat￿ gr¥eS me ￿se to believe that in. any material a0￿Unting re¢Nds not kept in a(￿anCe ¥Mth sectK)n 130 of the A£t or I habp no ¢orKms and have o)me a(Yoss no other matters in ￿nnectIOn wtth th8 8xamination to ¥¥hKh attenth)n $I￿U￿1 be dra￿ in order to enable prop8r understanding of the accounts to be reached. ' Please delete the words in thè b￿kets rftheyi) not apply. . J.1￿ Signed: k/V Relevant professional qualifirAtion(8) or Ix>dy lif any): fIN*￿ts ￿￿OR￿. 6cA LQSQIC Lfl 4￿5 14f Addrgss: Lrf4< Qril QG IER October 2018

Section B Disclosure Only complete rf the exarruner needs to hKJhlight matlers of concem (see CC32, Independent examinatKJn cl rtharity ￿&￿nts. dwectN)ns and gu*Jan￿ for examiners). Give here brief d•tails of any iterns that the examiner wishe8 to dis¢lose. IER October 2018