The Parochial Church Council of the Ecclesiastical Parish of St Philip and St James, Clifton, York (Charlty Reglstration Number 1133857) Trustees Annual Report & Financial Statements for the year ended 31st December 2023 Buil uasP www.clifton arish.or
Contents Page Annual Report of the Trustees Independent Examlners Report Statement of Flnanclal Actlvities Balance Sheet Notes to the Accounts 10
Trustees. Annual Report From 151 January 2023 to 31st December 2023 Charity name.. The Parochial Church Council of the Ecclesiaslical Parigh of St Philip and St James, Clifton. York Other names the charlty Is known by: Clifton Parochial Church Council (Clifton PCCI . Reglstered Charity number: 1133857 Charity's principal address: Vicarage Lodge Offi Clifton York Y030 68H Trustee name Andrew Greadv Kirsiy Dennett John Hoyland Stan Slade Andy Hirsl Peter Wallace Julie m¢Lsh Trevor Charflon Derek Paterson Garry Parkes Rosemary Swords Fiona Whittte Jane Philpott Jude Purto Mark Endacott Offl¢e Ilf any) Vicar, Chairman Curate Curate Church Warden Church Warden Treasurer Datès acted If not for whole year
Description of the charlty's trusts Govemlng Docum•nt: Canon Law for th8 Church of England Parish of the Church of England Clergy aulomalically trusle8s.' others elected al the AGM. How the charlty Is constituted.. Tru5teg s&lection methods.. Ive lvl Summary of th8 objocts of the Charity s8t out in its governing documont Promoting in the ecclesiastical parish the whole mission of the Church. Summary of tho maln actlvltle8 undertaken for th8 publ1¢ benefit in relation to these objects Serylces.- 2-3 services ara hgld every Sunday in the parish al two churches (Clifton Parish Church and St. Mark's Chufch, Rawcliffel, some are more child friendly which include dasses for children, others are more reflectivé and indude Holy Communion. Thère is also a mid-week Holy Communion service. We regularly hold Baptism, Funeral and Marriage services. Youth work.. Several youth groups meet both on Sunday and MIdwek led by a patd Youth Work Leader. These are open to and attended by children from both church and nOrhUrCh families. Young Christians are paired up with more matur8 ones for guidance and gncouragemenl. Work with children.. A part-time paid Children's Worker is funded by a generous donation from a member of Ihe Congregation. This has facllllaled the continuation of work wllh a nuinber of children, from both within and outside the church community- Groups for toddlers and their carer5, are run at both churches which bring many familigs into contact with the churches. Eldorly.. We attend two care homes in the parish, visiting regularly and conducting communion seNis. Th8r8 is a "Young al H8art° group for th8 local community who m$gt gach month in th8 loeal pub foi lunch and short entertainment. In the summer. coach trips are arranged for church members and members of the local communty- Both of these are subsidised by grants from the Parish Council. Other Events.. Women's and men's breakfasts are normally held periodically through the year. Communlty.- A group go out litter picking on several Saturday momings in the Clifton area. Ovorsgas mission.. We make gift5 amounting to 10Yo of OL¢r givlng incom8 to oversgas and local charilles (split approximalely 60..40 respectively}. The trustees consider that they have complled with their duties to have due regard lo the public benèfit guldance published by the Charfty Commlssion. Addltlonal d•tai1s Ot obJKtlves and a¢tlvltl•s Our mlsslon slalemenl is: "To know Jesus and make known His ttsnsfom7ing powerf.
chiov ormanc Summary of the main a¢hl•v•ments of the charity durlng 2023 Approximately 160 peotle attend Clifton Parish Church or St Mark's Church r8gulady. Around 20 children aged belween 3 and 16 years attend Sunday school classes in the N¥0 churches. Young peopl8 have att8nded many events including youth café aThJ Sunday ev8ning groups. Groups lor 4-7s and 7-11 s were also continued during 2023. Many members of the Church attend regular small Gr04Jp meetings. Others meet in small groups to pray. Church members look out for people moving into their neighbourhood and giv8 Ihem a leaflet wtth local infomialion and an invitstion to our services. Both al Easl8r and Christmas lime, several thousand cards were hand deliveréd amund the parish mmunity conveying Easter and Christmas wishes and provlding church contact details. The website for the churches was fully redesigned during 2020 and a large amount of new wnlent developed - the new sile went live at the start of 2021 and has actively been kept up lo date since. In September 2021, we welcomed a Syrian family as part of the Home Office Community Sponsorship Scheme. Volunteers from the chtjrch continue to offer support to the family. We have a duty to house them for Iwo years Ilhey are renting the residenb.al property which is owned by the charity). Since they arrived, they have been building latIOnShips, gaining ¢onfidence in English and the adult children have gained 8mploymgnl. In Reserves Poll¢y The Parish seeks lo meet all its wmmllmenls lo the Diocese and its rnini51ry as they fall due. In addition, we have set up a resetve. in the 'Ralny Day" fund, to cover unexpected future increases in expenditure or lall in Income. Funds materially In dgfl¢lt None. Furthor finan¢sal review details The majority of the Parish's income comes from regular giving by membets of the congregation, in addition from rental income from 2 Doe Park property and from church room hire.
ibiliti•s In r8 cial statom Law applicable to charities in England and Wales requires the trustees to prepare financial stslemgnls for each financi81 year which give a true and fair view of the charity's financial activities durin9 tha year and of its financial position al the end of the year. In preparing financial ststemenls giving a true and fair view. the trustees should follow best practice and.. select suitable accountsng policies and then apply th8m consistenily,. make judgements and eslimales that are reasonable and pNdent', gtate whethef applicab18 accounting stsnd8rcJs and statements of recommendgd practice have been followed, subject to any departures disclosed and explained in the financial ststernenls,- and prepare th8 financial slalements on the going conc8m basis unless il is inappropriate lo presume Ihal the charity will continue in operation. The Iruslees are responsible for keeping accounting records which disdose with reasonable accuracy the flnanclal posllion of the charity and which enable them to as¢ertain the financial position of the charity and which enabla them to ensure that Ihe financ¢al slalemenls comply wth the Charities Act. They are also responsSble for safeguarding the assets of the charty and hance for taking reasonable steps for the prevention and detection of fraud and other irregularities. The Iruslees declare that they have approved the trustses, report above. Signed on behalf of the charfty's tnJst•èg'. Signature Full Name Andrew Gready Position Vicar Dat•
nd report on the accounts of.. Tho Parochial Church Councll of tho Eccl8siasti¢BI Parlsh ol St Philip and St Jamos. Cllfton, York For the year ended.. 31•t Oèc8mb•r 2023, which are sèt out on pages 8 to 17. Responslbllltlos and basis of report As the chanty trustees of the Trust, you are responsible for the preparation of the accounts in accordanc8 with the requirements of the Charities Act 2011 Ilhe'Acl'l- I r8port in resp6cl of my examination of th8 Charity's accounts carried out undgr s8Ction 145 of the 2011 Act and in carying out my examination I have followed the applicable Direclions given by the Charity Commission under section 14515llbl of the Act. Indopgndant Examin•Vs statsm•nt I have Completed my examination. I nfIrM that no material matters have come lo my attention in connection with th8 8xamination giving me cause to b81i8v8 that in any material r8SP6Ct". 111 accounting iathrds were not kept in rosped of the Trust as required by section 130 of the Act.. or 121 the accounts do not accord with those records 131 the accounts do not comply with the applicable r8quiremonts conc8rning the fomi and cont8nt of accounts sel out in the Charities (Accounts and Reports) Regulations 2008 other Ihan any requirement that the Accounts glve a 'true and fair view whi¢h is not a matter considered as part of an independent examination. I have no concarns and hence come across no olhar matters in connection with tha examination to which attention should be drawn in this report in order to enable a proper understsnding of the accounts to be reached. tLqAO 2710412024 Karèn Wood IACMAI Outsource Independent ExamlnatSon Setvice The HSscox Building Peasholme Green York Y01 7PR
The Parochial Church Council of tho Ecclesiastlcal Parish of St Philip and St James, Clifton, York (Charity Re91$tl)n Nurnber 11338571 Statem•nt of Financlal A¢tlvltlos for the year endèd: 31st December 2023 Unr•$trictsd funds R8Strfj¢t¢d End)wm•nt funds fund$ Total 2023 Ttstl 2022 Incom• and èndowments from: Donations and legaaes Charitable activities olher tradiro actsvilie5 Investmen18 163.OQg 1,478 22,827 1.927 3.110 166.119 1,478 26,906 2,094 170.973 3.534 23,719 533 4,079 1e7 Total Incomo 189,241 7.189 167 196,$97 198.759 Expgndlturg on.. Charitable activities 0lh8r 178,038 972 29.778 1,930 207.816 2,902 197.972 7,375 Total expgndlture 179.010 31.708 21Q,716 205,347 Net incomellexpenditure 10,231 24.519 167 14,121 16.5881 Gros¥ tran8fgrs b•tw••n fund$ 1,800 Nèt M0ment in funds 12,031 126,319 167 114.1211 6,5881 Totsl funds brought fonward 130.661 49.321 1,755 181.737 178,052 Total funds carried fon¥ard 142,692 23.002 1,922 187,816 189,464
The Parochlal chUh Council of the Ecclesiastical Parish of St Philip and St Jamos, Clifton, York (Cttaty Raottsir81iDn Number 11338571 Balance Sh••t as at: 31$t D9rnber 2023 Not4 2023 2022 Fix•d As59ts Tanglble assets 117,966 118,541 In¥8slm8nts 1,922 119.888 1,755 118296 Total Flx•d Ass•ts Current Cash 8t bank and in hand 72,369 4,688 82.S93 Debtors & Prepaymènts Stock Held 2,968 174 Total Current A5set5 77.057 85,n5 Current LÉabilltl•s'. Amounts falllng due wlthln one year Creditors and accruals 129.3291 47,728 122.2941 63.441 Not Current As$otsllLlablllt1•61 Total Ass•ts lèss Current L14blllW•$ 167,616 181.737 Curr•nt Llabllltlgs: Amounts falllng duo after more than one year Creditor8 and accruals Net AssttsllLiabilitie$l 167,616 181,737 Funds ofthe Charlty L)nrestricled Fun¢ls (Generall 16,976 7,12D Unr88tridÉd Fundg (Dosn)tedl 125,716 123.541 RestrKted Funds 23,2 49,321 EtKlowment Fund5 1,922 1.75S Total Funds Carrl8d Forward 1r) 167,618 181,737 Th? flnanclal 8tat¢monts were approved by thè trustee¥ on.. And slgned on thglr bghalf by.. Andrew Gr•ady Vlcar
Tha Parochial Church Council of the Ecclesiastlcal Parish of St Philip and St James, Clifton, York Icharity Reglstr8tion Number 11338571 Notes to the a¢counls for the year ended: 31st Doc•mb•r 2023 1 Basis of preparation 1.1 Ba$ls of accounting The financk71 statements are prepared under thè historical cost convention and in accordance wf(h ap1¢able accounting standards and the Church Accounting Regulations120061. The Parish adopted the Accounting and Reporting by Charities". Ststemenl of Recornmended Practice applicable lo charities preparing their accounts in accordance wlh the Finanual Reporting Stsndard for Smaller Entities IFRRSEI leffecb.ve 1 January 20151, and the Church Accounting Regulatsons120061. The Parish meets the definition of a puNic benefit entity under FRS102. 2 Accountlng policies Income and endowments Racognltlon of incomè These are induLled in the Statgmgnt of Flnancbal Activiltes ISOFAI whon: the charity becomes entitled lo the resources- the trustees are sufficiently certain they will receive the $0Yr¢e$.. and - the monetary value can be measured with sufficient reliability. Incomlng resource¥ with related expendTrture Where incoming resources have related expenditure, the Incoming resources and related expenditure are reported gross in the SOFA. Grants and donallon$ Grants and donations are only included in thè SOFA when the charity has evid8nce of enlttlement to the resources. receipt is probable and receipt is probable. Volunts¢r help The value of any voluntary help received is not indud8d in the accounts but is describgd in the twsle8s' annual report. 10
Expenditure and Liabllltles Expenditure RaÉ$Fng funds Cost of raising ftjnds comprise those costs associated with attracting voluntary Sncome. Charitable aGtivltlo$ Charitable aclivitlgs expenditure comprises those costs incurred by the charlty in the delivery of its aclivilies an services. 11 includes both costs that can be allocated diredy lo such activities and those costs of an indirect natu necessary to support them. Liability regnItIon Liabililles are reGognised as soon as there is 8 legal or con$truGtive obligatn committing the chartty lo pay out resources. Loans The PCC recaived a loan from a Church Member for £3,000 some years ago. This loan was converted into a gift during 2019. A further toan for £10,000 was received In 2018. This loan was also converted into a grft during 2019. Assets Tangible fixed assets for use by the charity These are capilalised rf they can be used for more than ong year and cost at least £1000. They are valued at cost or, if gifted, al the value to the charity on rgceipl, less depreciation. Depreciation is provided al rates lo wr¢te off the cost of the assel over a fcmjr y9ar p8riod1250/0 slraighl line basis), wffh the asset belng written off at th8 end of this period. No valu8 is plac8d on ihe Churches or the moveable ChUh fumishings wrthin them. These are consecrale(5 property, and no value should be placed on them. in accordance wilh th8 Charttles Act. Propèrty The propety12 Doe Parkl owned by the Church is retain8d in the balance sheet al its original purchasa pricg. The trustees do not deem il appropriate lo depreaale this item as the asset has a long remaining useful life and the urrenlly estimated resale value is higher than the book value. The vicarage 15 owned by the Diocese, and so do not feature in Ihese accounts. Fund accounting Unrestricted funds are funds which are availa18 for use 8t the discretion of the Irust88s in furtherance of the general objectives of the charity. Restricted funds are funds which can only be used for particular restricted purpos8s wthin the objects of the charity. Restrictions arise when specified by the donor.
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5 Expon5es & fees No trustees received a remLty)efon for 8eJvices rendered duflng the year. ncf wrre any tN8tee8' Out of pocket expenses reimburs6d. 1 Feos lor examlnatlon of the accounls 2023 2022 Independent Examinerfs fees for reporting on the 8¢counts 450 450 6 Staff Costs and emoluments 2023 2022 Gross salaries ErnOYerS N8¢ional In8urance Pension Contributions 33,905 1.173 1,375 36,453 37,847 1.848 1,723 41,418 Average number of employees lfvll time eqLFival&ntl The vicar and curate are employed by the DioTrse, and not by the Parish No employeo t•¢¢ivèd ramun8ration in ex¢e$s of £60,00012022.. Nil) 7 Fixed assets Equtpment Property Totsl 7.1 Tanglble fix8d assots Cost or valuatlon At 1st January 2023 Addits"ons Sn year Written off in year At 31st December 2023 9.619 116.541 126,160 1,800 1,800 116,541 127,960 Depre¢iation At 1st January 2023 Charge for the year Pdor dgpfecialion on At 31st De(mber 2023 9,619 375 9,619 375 9.994 9,994 N•t Book Volug At 31st December 2023 117,966 At 31st Dgc•mb&r 2022 116,541 116,541 7.2 Investmont assat8 2023 2022 CBF Shares at market value V8lu8 at start of yoar 1,755 1,988 N8t gainlllossl on revaluation in Y8ar 167 12331 Valug at end of year 1.922 1,755 14
8 Debtors and prepayments Debtors and pr8paym*nts Gift Clasms Outstandin9 Other Debtors & PrepayTh8nts 2023 2022 3,837 851 688 2,439 529 9 Credltors and accruals 2023 2022 Anatysis of credltors falling duè with4n onè year Wider mission giving Other eredilors & receipts in advan 17,600 11,729 29,329 18.000 4,294 22.294 10 Movement offunds 10.1 Movement of major funds 2023 Balance blhvd Incomlng resources Outgoing r•sources Balance ¢ld Fund Namo Tran$fvr¥ Unr•strlctod Funds {G•nerall General Unrestricted funds 7.120 7.120 189.241 189.241 178,635 178,635 750 750 16.976 Unr•strSctad Funds IDtaignat¢dl Fixad assèts Rairry day Legacios 116,541 7,000 375 1.800 750 117.966 7,750 375 125716 Totsl Unrestricted Funds 61 189,241 179,010 ,800 142,692 R•stricted Funds CPC Renovation & Innovation Carol Mason Memorial Youth Work Childrens Work Sl Marks Leg80y Young at Heart Refugee 23,473 164 18,887 2,341 403 4,053 49,321 2.000 4.079 250 200 660 8,043 4,156 14,354 2.541 11,8001 15.630 87 4,783 379 2,123 23,002 1.930 31.708 7,189 Endowm•nt Fund$ Endowmtrntfund 1,755 1,755 167 167 1.922 Total Funds 181.737 7sr55r 10,7 167,61 An extra £750 was transfarred from genoTal funds to thè rainy day dosignated fund. £1,800 was traThsf?rrod Irom CPG Renovation fund to fixèd assets to account for purchasè of th8 projactitift PC this y8ar.
2022 Bal•n Ineomlng lth¥d r¢$our¢•s Outgoing resources Balance ¢lfwd Fund nam• Transf•rs Unrestrlcted lunds IGen¢rall General unrestricted funds 2.167 2.167 182,833 182,833 177.880 177.880 7,120 7,120 Unreslrl¢tsll funds IDesi9nat¢dl Fixed assets Rainy Day 117,291 7,(K)O 124,291 750 116,541 7.000 123,541 750 Tot21 Unr•gtrlcted Funds 126,458 178,630 130,661 Rtr1ded Funds CPC Renov8tson & Innovation Card Mason Mèmorial Youth Work Children's Wot Sl Marks Lega¢y Young at Heart Refugee 13.336 135 32,614 3.978 1,096 8.720 59.879 11,877 1,717 420 300 50 1,795 16.159 1,740 1,688 14,147 1,937 743 23,473 18,887 2,341 403 26,717 49,321 Endowmènt Funds Endowmènt FuThJ 1,988 1,988 233 233 1,755 Total FLFnd• 205. 18 ,737 10.2 Dfytalls of Funds Held Unrestrtctsd Funds IG•neral) The General fund is unre8trict8d and available for the general purposes of th$ Parish. Unrnsirlttsd Funds IDoslgnatad} The Designated Funds are also unrestricted and availabl& ftsr Ihe general purpose5 of the Parish. However, the PCC has dèsignated these funds as follows.. Flxed Assets An arnounl repffjsenty.ng the book value ur thts Fixed Assets held in the Parish. which is not Immediately available lo cover current expenditure. Ra4ny Day A provision against unaxpecled ILrture expendthre or drop In Income. 16
R•strlct•d Funds The restricted funds a only available for thè wrp058s spled for each fvnd, which are.. CPC Renovation & Innovatlon Major projects lo rtspair and improv8 the fabric of Clffton Parish Church. Carol Mason Memorlal Youth Work Funding for youth work within the Parish. Chlldr•n's Work Funding for children $ work within th& Parish. st M•rks Logacy Legaci8$ and donations received forwork on the fabric at St Matl('s Church. Young at Heart Funding lo suppc18 luncheon dub foi tAd8r p80pIg. Rgfu999 Funding towards provFdng for a Syrian refuge? farnily. Endowm•nt Fund$ The Endowment fund Tepre5Ent5 the value of our holding of CBF shares. The in¢ome only on this Investment is available for the general purpose of the Parfsh. while the ¢apltal must be retsined. under the temis ol the original donatvjn. 11 Net assets b8tweon funds Unrg$tri¢ted Re8trlctsd Endovdm•nt Funds Funds Fund5 Totsl 2022 Balanc•s #t 31st Decembor 2023 Fixed assets Current assets Crrent liabilities 117,966 54,055 129,3291 1,922 119.888 77.057 129.3291 23.002 Unrestrictsd Rèstrict•d Ertd(Mment Funds Funds Funds Total 2021 Balancos at 31st December 2022 Fix•d ass•ts Current assèts Currènl liabilities 116,541 34.148 120.0281 1,755 118,296 85,735 122,2941 51,587 12.2661 12 Transactions with connected parties During the course of the year the followng payments were made to parties connected wth m8mb8rs of th8 PCC.. M8rk)n Gr8ady Ivicarfs wfo) was paid £50 as fvneral I w8ddiNJ organist.