Diocese St Edmundsbury and Ipswich Annual Report and Financial Statements of Th6 Parochial Church Council of the Eccleslastical Parish St Mary the Vlrgin Walton, Felixstowe Suffolk For the year ended 31 December 2024 Prepared under the Receipts and Payments Basis Registered Charity: 1133981
CONTENTS Ggneral Infomiatlon Contact detalls Parochial Church Coun¢ll Committees of the Parochial Church Councll Trustses Report Church Wardens, Report Estates Committ8e Repo rt St Philip's Review Church Plant Pop-up Shop Communily Hub Alms and Purposes, 10 Publlc Benefit 10 Objectlves, Activltl88 Achlev8ments and P8rformance 11 Risk Assessment and Health and Safety 11 Safeguarding 11 Church Membership and Services 12 Financlal r8vl8w 2024 12 Trustee Signature 14 Flnan¢ial Accounts Independent Examlners Statement Receipt and Payments Account Statement of Assets and Llabllltles Notes to the FinanGial A(Kounts AccountlTra Policies Funds Staff Costs Flxed Tangible Ass8ts Income Tax Recoverable Reserves Policy and Funds Analysis of incomg and expendlture Fund Movement by Type 15 16 17 18 18 18 19 1Q 20 23
GENERAL INFORMATION Contact Detalls hurch St Mary's Church Walton High Streat Fellxslowe Suffolk IPI19DS Rector Revd Enid Pow (from 3111 D124) The Vlcarag8 15 Walton Hall Drlve Walton Felixstowe IP119FA st Phlllp's Community Hub Wadgate Road Fellxstowe IP112LY Off Mana gr Mrs Georglna South Church OffiGe St Phllip's Community Hub Wadgate Road Felixstowe IP112LY stma 's Treasuror Dr David Béllamy Church Office st Phlllp's Community Hub Wadgate Road Felixstowg IP112LY Bankers Barclays Bank LeIster LE87 2BB Examlner Mr S RerNoize St Edmunds House 1 Amela Road Felixstowe Suffolk IP112DG Archite Mr Philip Orchard The Whitworth Co Partnership LLP 18 Hatter Street Bury St Edmunds Suffolk IP33 1 NE NR116EU Charitable Status Reglstered 2j February 2010 Charity Number 1133981 Insurers Church Rep: Mr Guy Pearse (untll October 24) Mr Philip Rawe (from November 24) Trlnltas Church Insuran S@rviGes Bl@nhelm House 1-2 Bridge Street Gulldford Surrey GU14RY Govemln Document Parochial Church Council Powers Measure (1956) as amended and Church Repras8ntation Rules
MEMBERSHIP OF THE PAROCHIAL CHURCH COUNCIL Members of St Mary's PCC can be either ex.offlcl0 8ndlor e16cled at the Annual Parochlal Church Meeting (APQM) in Aprfl or May. Th6 Church WaNlenB Deanery Synod Repr@8entativ88 ar& all ex-offlclo members. st Mary's Parochial Church Counoll was made up as follows: St Mary's PCC 2024 TO Rector Revd Enid Pow (from 31110124} Ex Offlclo Wardens: Ex Officio Dr Lynda Tempest Mr Philip Rawe May 2025 May 2025 PCC Troasurer: Dr Davld Bellamy June 2025 As8OGlate Prl06t Revd Wendy Smith" Ex Offlclo Readers Mrs Wendy Fellingham Mrs Margaret Whlte Ex Offlclo Deanery Synod Representatlves: Ex Officio Dr Lynda Tempest Miss Carole EdwardB June 2026 June 2027 Dr David Bellamy Mrs Lorna Bellamy Mr8 Jan Garfield Mr lan Cobb Mr Michael Gates Mrs Isabel Jenkins Mrs Carolyn Jones Mr David Mutum Vacancy May 2023-May 2026° May 2022-May 2025" May 2023-May 2026. May 2023-May 2026° May 2022-May 2025" May 2023-May 202 May 2022-May 2025 May 2022-May 2025. to May 2026 PCC Elect&d Members: PCC Secretary Mrs Dlane Buxton ' June 2025 'Has the optlon of standing for election for a further three years. "Nol a Trustee.
COMMITTEES OF THE PAROCHIAL CHURCH COUNCIL The PCC operates th rough a Standing Commlttee that meets belween full meetings of the PCC. PCC Standlng Commlttee: (This is the only committee required by law. It has the power to transact the business of tha PCC between Its meetlngs, subject lo any dlrections given by the Councll,) This committee Is automatically comprfsad of the Rertor, two Church Wardens, the Trea8ur8r, the Secretary and one addltlonal PCC Mernb8r. The R8Ctor has regular meetlngs wlth the two ChurGh Ward8ns and tho Treasurer. Sub commlttees: Flnance: Dr Davld Bellamy (freasurar), Mr Phlllp Rawe (Church Warden), Mr Stephen Rowe (Bookk6eper), Mr Paul Solomon (Gift Aid Officer), Mrs Margaret Lake (FWO Offic8r), Mrs Carolyn Jones Estate: Mr Phlllp Rawe (Church Warden), Mrs Georgina South (Benaflce COordInat0r), Mr Michael Gates (PCC), Mrs Jan Garfield, Mr Chrlstoph@r Hadden and Mr lan Cobb. St Phlll 's Communit Hub: The Rewd Enld Pow (Reclor) (from 31110124), Dr Lynda Tempest {Church Wardon), Mr8 Carolyn Jones (Hub Manager). Mrs Margarel White (Pop-up Manager). Dr Davld Bellamy (PCC), Mrs Wendy Fellirpaham and Mrs Alison Harvey. Bgnaflca Councll Representatlves: As the Beneflce Churches hold Joint Benefice PCC meetings regularly, thore are no soparate representatives. st Mary's Church Eldgr3 2024: Dr Lynda Tempest, Miss Mary Wakefield, Mrs Ann Woodard and Mrs Linda Moore. St Mary's Church Readers 2024: Mrs Mary Rowe, Mrs Margaretwhltg, Mrs Wendy Fellingham, and Mrs Sandra Grlfflths. St MaS Church Offlcers 2024: Health and Safe Offlc8r: Th8re was m Health & Safety Officer in 2024. Parlsh Safe uardin OffiGers: Mrs Sonya Stephonson and Mrs Ann Woodard.
Trustees Reports ST MARYS CHURCH: ANNUAL REVIEW 2024 Church Wardfins, Re Qrt 2024 Surprfs6, 8urprl8e, 2024 was very busy..,.. After mornlng prayers (all welcome) on a Monday, Annle & Lynda have contlnued to staff 3 C's (coffge, cake (home-made) & chat- oh and 80m8 Superb cheese 8¢ones from Jean Mortey. It is great to welcome noTrchurch folk Into the church on a regular basls. In January- Week of Prayer for Ghrlst'ian Unlly - Ihe pllgrlmagg started at st Mary's before vlsltlng Ihe town cenlre churches, We hosted World Day of Prayer on 181 March 2024, On 26th March 2024 we IKJSted Fellxstowe School (Year 7, 200+ Pupils) for an Easter S6Nlc8. It was lovely Io see the church full. As you ar8 all aware costs are golng up for everything, so at the June PCC it wa8 agreed that the church wardens could authorise emergency repalrs by our authorised contractors up to £300 wlthout brlnglng the problem to the PCC. Georgina'8 ordlnation on 29th June 2024 was at the cathedral - w8 live streamed the service at st Mary's which was appreGiated by th08e who attended. We gavo Ggorgina a home Gommunlon s8t wlth two purlflcators. July 8•aw th9 Intervlew for Rev Enld, and her inslallation on 31BI October 2024 was another well attended service. Summer 2024 saw th8 Start of church roof repalrs & th9 PCC declded that the Prayer & Gift Day would be alloGated to the roof fund (please see the church accounts for the flgur8s). Thank you for your generosity for the roof. September - Heritage Weekend, followed the following w88k by th8 SHCT (Suffolk Historlc Churches Trust) cycle ride. Thank-you to all volunteer8d to Steward Ihose events. In Dember we held our wlnter warmer (soup, cake & stalls in the churGh).11 was good to welcome some non-church folk into the church. In December F8lixstowe School again held their g lessons and carols In church, v4hich was a lovely servlce. A BIG thank you to everyone who helped in any way to keep everylhing running smothly. We would like to thank our Deputy Wardens Mlke Gates & Carole Ewards (SL Mary's) and also David Mutum and Isabel Jankins (St. Philips). Lynda & Philip Estates Committee Re ort 2024 We contlnue to attend to items of work Identlfled In the Qulnquennial Inspection from Jun8 2022. in order of priority. More mlnor routine items of maintenance have been, and continue to be, und8rtaken.
st Mary's Church Re-tiling work to th& roof tumed out to be mora ext@n81v8 than antlcipated, In addition to the planned south faGing roof of th8 nave, the north facing roof of the side als16 was also re-tiled, and the lead valley gutter between the two roofs was renewed, The condltlon of these wa8 such that It Made sense to do them at the same time. Brickwork repalr3 and repolntlng has been carried out to the east end of the church, lo stablll88 loose masonry. The Councll undertook work to Ihe churchyard boundary walls; a section was re-bullt, and other areas had spalled bricks replaced, and the loint8 repolnted. In the tower, wlro mBsh has been fixed to the back of the wooden louvres to prevent plgeons from gattlng In. The upper floors of the tower w8r8 profasslonally cleaned. Upgrades and new equlpment has been Installed (o the Audio Wisual systems and HeatiTrJ Control systems to improve how these operate, Plann8d work for 2025 includes repainting of the ralnwater gLrtters and downpipes and the roof eaveslfascia boards. st Mary's Church Hall Rainwater gulterlng Dn th6 main roof has been alt8red to resolve a problem of water leaklng into the store room. The rotten timber window in the end of tha store room was replaced wlth a UPVC wlndow. storage racking has been made and fitted by Trimley Men's Shed for 12 3 equipment. A WI-FI Ilnk hag been installed from Ihe Church to the Hall to give Improved connectivity. Victoria Cottage Work 18 planned for 2025 to r6tx)Intlrepair briGkwork along wlth the Church Hall. Sl Phillp's The kitchen has been replaced which has proved very successful. The toilets have been rod6eA)rated and new heaters fitted. SeaSing around the windows extemally Dn the north slde wall has been carried out to try and solve damp IS8ues along this wall. Thls has only been partially successful. The rainwater gultering may n68d to be replaced wlth larger capacity to stop water overflowlng in heavy raln. Little Hoppers have put up a canopyllarge gazebo and laid artrficial grass In the courtyard area to mak thls space mor8 useablg. They have taken on responsiblllty for th8 outside areas at the rear of th8 buildings and will put in a growing ar9a so lh8 children Gan grow flowers and produce. Thank you to the Estates Committee and to those who have (xrried out work to help maintain and Improve the buildings, grounds and facllities. Mikg Gat68 Estates Commit16e
st Phill 's Revlew 2024 Church Plant at st Phlllp's We ara now well over two years old and still going strong. W@ have been prlvlleged to meel with our communlty and build on the mission work already done by the Pop-up Shop (food bank) and the Hub (Gommunity café), w.a have been pleased to see some from tha communlty come regularfy and 80me OGcaslonally. We now averagg a congregation of 26 - 35. Sadly we k)st one of our orlginal 'ploneers' this year- Grdham- and l am grateful for all the care he recelved from the congr8gaUon. 'John 13:35 If you hav6 lova for one another, Ihen everyone will know that you are my dlsciples" springs to mind. We continue to encourage some to st&p out and take on sorne of the Yoles arKI th8re Is a real sense of people growing in Gonfidence and fa7th. We have a relaxed café style of worshlp wlth little formality but still Godly. With arrlval of Rev Enid we were able to settle on a preferred Bible Translation - The Good News Bible, a copy of whlch was given to our 2 Baptl8m candldates and our 2 Confirmation candidat88. Our monthly Hub 'Home' Group continues with 5-10 attending. The Hospitallty T&am have done a wonderful job throughout th8 year with Bacon Buttie8, Sunday Lunch, a BBQ, a Benefice Buffet and our second Birthday Party after a serrflce. Wow, what a falthful God we have! Pl8asg kegp pr8ylng. Wendy Fellingham and the Team st Phlllp's Pop.Up Shop The first morning of the Pop-up Shop at st Philip's Hall was on Novombar 22nd, 2016. Eight years on and todals Pop-up Is very dlfferent In many ways but fundamentally nothing has changed. We open every week (although we did take Chiistmas Eve off thls yearl) At 1 Oam we open our doors for custom8rs to come in for a hot drink. At 11 am we welcome them to pay thelr £2.00 for a bag of groe$ and do their shopping then enjoy coffee, cake and a chat. For some people thls Is their outing of Ihe week, and the constancy of the Pop-up Shop Is vltally Important. Every week we meet peopl8 whose lives are incredlbly dlfficult, through money worries, health problems, isolation and loneliness, and dlfflculties with relationshlps. And every weak the Pop-up Shop does just that - we pop up at St Philip's Hall lo walcome them, to listen, to provid8 food for the family, point them lo our Parfsh Nurses, Lorna and Lesley, to offer coffee and Gako and th8 OPPOrtunty for conversatlon. Whal a privileg8 it has been and will contlnue to Our numb8rs have remalned falrly constant over th9 y8ar, as each week we welcome about 45 customer8. shopping for over 100 people. We ar@ véry grateful lo all tha sources of food - the Lidl supermarkets, th8 Walton Bakery, Fareshare, Frult and Flowers and Greggs. We're also very grateful for the grocerf88 glven by the Gongregations of St Mary's and St Philip'8, who respond so qulckly to my notes in the Connect sheet about th& things we're desperately In need of. We're so grateful to all the people who mako individual donations of money, and organisatlons likg the Rotary Club and St Martin's, Trim16y, so we can buy what we need. The collections
from Saxon Hou8e In Ipswlch, managed by the Public Health and Communltles team paused aftgr the October collection, but aro expected to restart In January 2025. We had a fabulous Ghrlstmas lunch, with a range of thlcken casseroles in slow cookers, followed, of course, by Christmas pudding and custard, This was enfrJyed by about 60 people. All of th18 would not happen wlthout the 8UPPOrt of a large number of people who carry OLrt all th? necessary Job8 and glve 80 generously in tems of tlm8, money and, above all, prayer- so a huge thank you to them all. Special thanks rnust go to Carolyn for all tha work and form-filling she does for Popup, and we wish her well. Margar9t Whlte St Phlllps Community Hub Drop In Thursdays 10am-1pm Every Thursday volunta8rs meet at st Philips aut 8.30 to set up then at 9.30am we have morning pray@r8 before we begln the day. In 2024 we havg welcomed new faces to the Hub, most looking for companionship and a welcomlng plac8 to share a cuppa and something to eat. Rev Wendy and Wendy Fellingham have shared the craft and activity thi8 past year ensuring thero is always somathlng for folk to do. l Continue to support Iho88 who nead help wlth budgets and finance; however w6 no longer have a CAP Debt Centre and therefore cannot take referra18, but I wlll still use all the inf0mtIon and material CAP offer from thoir websit8 to help folk. Support is given with many Issu88 folk may have and we signpost lo other support agencies. Felixstowe CAP donated a laptop for public uso and a donatlon to help those in need. Watton Parsh Nursing Is Integml to all that happens at st Phillps and how blessed we to have Lorna and Lesley attend every Thur8day. The compasslon, support, care and guldance they glve to all is a joy to witness. We ntInued to support Food for All In the summer school holidays making packed lunches for 30 to take away: many thanks to The Rotary and Mother8, Unlon for thelr donation towards thls. We held a table 8ale In April to raise money for our kilGhen refit and wpre overwhelm8d when 5 local councillors granted us 700/0 of th8 total cost in the summer. In Sept8mber after other donations, we were able to glve the builders thg go ahead to complete the refit and we wer8 thrilled wlth the beautiful fully functional kitGhen. In June we had a "Day at The Seaside. at The Hut, enjoying a Flsh and Chlp Lunch and I Gream for 50 folk. Julle from Actlve Llve8 vislted and held a chair-ba88d ex8fGlse sesslon which was enJDyed by all. In NoifftmL*r we held a Chrlstmas Sale ralslng funds for our Chri8tsnas Parly, Thls helped fund food drlnk and a glft for over 80 folk. Thank you to the taam who erected our Chrlstmas Tree outskle 8hinnlng a Ilght out into the communlty. The Hub Is a saf8 pla for all. Some who vlslt are lonely Isolat anxious and vuln8rable - we see visitors of all ages, and all are welcome. There is no charge" howover donatlons are gratefully recelved,
Huge thanks to all who volunteer lo set up - serv6 throughout the day- clear away - make soup and cakes. Also to Greggs In town who donate their unsold 8avouri65, cakes and rolls each wee1< which keeps our costs down, Pleas& contlnue to pray for this amazing place. Do come along Thursday b8tW8en 10-1.30 - you would be most welcome. Carolyn Jones Aims and Pu oses The Pamchlal Church Councll (PCC) has the rasponslblllty of co.operatlng with tho mlnlster In promotlng in the e[eSIaStIcal parlsh the whole mission of the ChurGh, pastoral, 8vangelistlc, social and ecumenical, whlch ancDmpasses our Gharitable alms of providing publlc beneflt. The ml88ion statement for the Benefice is: To grow in faith together through the love of God, be empowered to make Jesus known and Insplred by the Holy Spirit to be His Ilght In our communltles. This Is further 8lmpllfied Into three areas: Grow In Faith Make Jesus known Be HIS Light St Mary's PCC Is responsible for cfroperaling wtth the clergy to fulfil God's mission in the eccleslastlcal parlsh of Walton. Together with all clergy and members, they proclalm the gospel. worship God and car6 for thelr members and the local communily, They also have maintenan¢é responsibilities for the parish churGh of St Marfs, St Mary's Church Hall, Victoria Cottage and St Philip's Church and Hall. Public Beneflt The members ol the PCC are aware of the Charity Commisswjn guldance on public benefit in "The Advancement of Religion for the Public Benefit" and have had regard to it in thelr admlnlstration of the PCC. The PCC believes that by promotlng the work of the Church of England In the Parlsh of St Mary's, Walton, It provides a beneflt to the public by. Provldlng facillties for regular public worship, open to all. The provlsion of Space for pen8onal prayer and contemplation; Pastoral work including supporting the work of Walton Parish Nurslng, th8 Boost Chaplain at Felixstowe School, FoIIx8towe Chrtstlans Against Povety (until April 2024) and Tha Hope Trust; Provldlng a Communlty Hub Drop In and a Pop-up Shop & ComTnunity Café; Taking religious assemblies In schools; Providing special services of remembrance. ber8av8ment servlces and RemeMbnCe Sunday; Providing help and supp)rt for the local cc)mmunity through varlous proJect5; Providing s8rvic88 of baptlsm, marriage and funerals, 10
Ob ectlves Activities Achlovements and Performance Noted in the Churchwardens, Report above. Future Plans The PCC contlnues: wlth thelr discussions around d@v6loplng St Phillp's to support the Hub's work wlth the communlty to foGUS attention on St Mary's misslon. Rlsk Assessment and Health & Safe The responsibility for Health and Safety rests with th6 Church Wardens and PCC and they are actively seekiro a volunteer for th18 role. Safe uardln We meet regulady to dlscuss progress and any Issues and divlde up the work between us. We are g rateful for the 6UPPOrt we have recelved from Lynda (churchwarden) and members of the PCC. For varfous reasons we haven't been able to meet regularly with Joan (PSO at Trlmley) but we are in contaGt wlth her. and we continue to share responsibility for the Safeguarding emergenGy phone, whlch ha8 recently b86n replaced as it was very old and no longer funclK)nlng pperly1 Fortunately, w8 were able to keep the same numb8r. We are planning a Benefice Safeguardlng meeting with Joan and Rev Enid in the near future to offer 8UPPOrt to one anolher and wort( collalyJratiV8ly across the Benefi. We contlnue to monitor the training ne18 of all our volunteers and pald staff (69 overall). In 2024 we were blessed b have several faGe-to-faGe sessions at Trimley whlch many people who don't drive or use a computer, were able to attend. We hope to plan more for th88e in 2025. At present we are happy to report that most of the tialnlng and DBS checks are up to dat8 bul many are due this year and wa ara in the process of reminding folk ahead of time when to update their training. Safeguarding is 8ver evolving and changing and Ihls year the DI0Se has updated thelr Safeguardlng Training programme lo make it 6asler to use. Couryoes can now be booked through Inslght which can be acce&8ed through the Diocesan w8bsite itself. We are happy to asslst people with any problems accessing thelr onllne trainlng. At tha tlme of wriling, we have 2 DBS checks, 9 Leadershlp courses, 4 Foundation courses and 19 Baslc courses that need completing this year. We hav8 also handed out new Confidential DeGlaration Forms to 14 volunteers to bring these up to da16. We would encourage ev8ryone to complete their training In a mely mannerto ensure we slay compllant th the Church of England's guidellnes and to avoid us having lo contlnually chase you upl As you will all ba aware, the Church of England has bean under much scNtiny this year wlth regard to its Safeguarding practlces and we want to avold slmllar Issues in the future and ensure that our ¢hurches are safe places for all. We held a Safeguardlng Sunday Service in Nov8rAberwhich focused on the issue of safety and we r9Geived posltlve vetbal f68dback from this. We pray that We Gan contlnue to keep safUardlng at the forefront of all that we do here at St ma5. 11
Due to the care and dlligence of our church members a few issues of eonc6rn were flagged up over tha past year. We have work8d to solve these wnh teamwork and assislance from Soclal Servlces and the police. Those involved should be commended for thalr sensltlvity and actions and w8 b81ieve thls Is further evldence of u8 all working together lo ensure our vlsltors and church family are saf8. Without a Rector, until recently we have had to seek advice from Paul Grfffiths and Chrls Hood on occaslon. Some siluations have been dlfflcult, 80 we have been glad of their 8UPPQrt. Saf8guardlng Is on tha PCC agenda for every meetlng, and we u[at6 them as and when necessary or ask for thelr prayers when there18 nothlng to report. with our thanks to everyone who works to ke8p our churches safe places for all. We couldn't do It wlthout you. Many thanks, Annle Woodard and Sonya Stephenson (St Marls Parlsh Safeguardlng Offlcers) Church Membershl and Servlces Electoral Roll Resldent: Non-Resldent As at 3111212024 44 31 75 Total Attendance An average of 51 people attended church $9rvlces at St Mary's Church, an average of 30 al St Philip's Communlty Hub, with a further average of &7 attendlng St Mary's ChurGh online liv8 on a Sunday and another 20-25 people who view all, or part, of the servlce later. We are of Gourse reliant on YouTube, Intemet connections and UIpment to be able to do this, not all wlthln our control., but from conversations I have had I think this Is understood by our audience, and I kTrJw belng able to join in this way is found helpful. We would welcome any feedback; please send via the Church Offlce. Weddings Baptlsms Funerals {inc those held at Crematoria) For perlod 111124 to 31112124 16 18 Total Flnancial Review 2024 2024 has be6n a busy year financially which has required the PCC to take Gareful and w8lkJudged decisions regartling spending, not only with the usual day-to-day Nnning costs but with the maintenance of the four buildings in our care along with continuing the worl< and oulreach at both St Philip's and St Mary's. We thank you for your contlnu6d and gen6rous support, not only with your monetsry glfts but with your tlme, talents and prayers as well. I trust that you can agw that we have been blessed by God. We began 2024 with total funds of £101,085 and end8d with £92,489 which reflects some of th6 spending frorn designated and restricted futyjs. Rec8iPt8 in 2024 on Unreslrlcted General Funds tota116d £126,052. Regular planned glvlng through th6 bank and the Fr66 Wlll Offerlng {FWO) envelopes increased by Just over 3 /0 (£1,541) to £44,525. Regular g ivlng arnounts to 350/0 of receipts on UnrestriGÉed General Funds. Loose plate collections at St Mary's and St Philip's remained steady at £6,329. It Is reassuring to see giving bging malntalned but the fact IS Without Irregular donations, which totalled £6,980 In 2024, and lettings income we would fall to 12
meet our regular monthly expenditure. As an example, th8'co8t of electrfcity, gas and water ft)r St Mary's, th@ Church Hall and St Philllp's was over £17,300 in 2024. Lettings income from Vlctorla Cottage, tho Church Hall and part of St Philip'B (to Llttle Hoppers Pr8- School) generated £36,491 a signifiGant inGrease Dn tho £27,816 generated in 2023.This18 mainly due lo having some new hirers for the ChurGh Hall and the PCC decidlng to Increase hlre fees from January 2024. Letting8 Income amount8 to 2go/o of recelpts on Unrestrictad G8neral Funds. Our contrlbutlon to the Dlocesan Parlsh Share contlnues to be our blggest Item of expendlture totalllng £48,589, an increase of £1 ,665 on 2023, and accounts for 40¥0 of expenditure from Unrestricted General Funds. This money largely prOdeS the stipends, pensions and housing for the clergy and training and 8UPPOrt to the PCC. We contlnue to pay Gaorgina South as our Ben8fice Coordlnator & Communications Asslstanl and Stev@ Rowe as our bookk8eper along wlth keyboard players, an organist and a cleaner for the Church Hall and St Phllip's Hall. As Georgina reduced her worklng hours to entY a week, the PCC agreed to employ a Benefice Support Administrator for thro8 hours a week and Heidi Lockwood was apwinted to thls role from 1st January 2024. Stsff costs account for 220/0 of spandlng from Unreslricted General Funds. Exponditure from Unrestricted General Funds totallad £122,329 whlch means this fund shows a year end surplus of £3,723. In these continuing challervJing times. l am encouraged by this surplus and hope you will be too. Let us pray that thlngs wlll condnu6 positively In 2025. Th& worl< and outreach at St Philip's (Pop-up Shop, Community Hub and the Sunday services) 18 detailed 81s8where In the Annual Report. The proceeds of the Pop-up Shop arKI the Hub hav8 continued to support Walton Parfsh Nursing, who worf( closely with us. Our monthly contiibution of £105 to support Fellxstowe Christian Action Agalnst Poverty and Debt stopped in April following the Glosure of the Felixstowe branch. We subsequently recelved almosl £2,200 from thelr dosing funds to support the wort( of the Pop-up Shop arKI the Hub. The Pop-up Shop and the Hub hav6 also been supported by donations from Trimley PCC and the Rotary Club along viith donations from members of our church fellowships. We ara grateful to acknowledg8 the reGeipt of two grants, totalllng £8,743, from East Suffolk Councll's Enabling Communlt]es Budget towards the £10,000 Gost of the new kitchen at St Phlllp's and thank Carolyn Jones for herwork In securlng th&se. At year end the Pop-up Shop held £4,070 In re8tr1cted monies and the Hub £7,142 in restricted monies- this includes grants to help poople In need, wsth the distrlbutlon of thls monBy being overseen by Canlyn. The PCC has spent a lot of money on malntenance work to the buildings in our care durlng 2024. The blggest job has been the replament of sectlons of the roof of Sf Marls Church along with th818ad box gutter In betW88n at a cost of just under £35,000. W8 have been able to obtain grants from the Listed PlaS of Worship Grant Scheme to refund the VAT paid. We also received two grants tot811ing £3,500 from The Suffolk Historic Churches Twst towards the cost. We could not however have contemplated carrylng out this work without the g8nerous flnancial support of th6 church family. Th@ Prayor and Glft Day in September ralsed just over £10,000 (Includlng gift ald) for these roof repairs. Thank you. Olher necgssary maintenance works, costing ovÉr £13,000, Include repairs to the gutterlng over and a new UPVC wlndow In the Church Hall storeroom; a d8ep cl8an of the church tower, repairs to the stained-glass windows and repointing work on tha east end of St Mary's Church; ground works at st Philip's and improving tha tollets there wlth new heater6 and redecoratlng. These works have been fund8d from our Maintenance D86ignated and General Funds. We believe that our churches should be generous. The PCC contlnued wlth It8 flve year Mission Giving Strategy for the third year. We donated to our parther charities £2,000 to Walton Parish Nurslng, £1,000 to Boost and £250 to CPAS. Thg Charity of the Quarter Initlative, centred around Coffe&, Cake & Chat on 13
a Monday mornlng, remains a success and thls year rals8d £1,476 for the Ghosen charitiFs - Mothers, Union, The Hope Trust, Felixstowe Town Pastors and The Chlldren's Soclety. It will continue throughout 2025 supportlng four dlfferenl charil'ies. We benefit from the tax recoverable on Glft Ald as Ihis makes such a difference to our Income ea¢h year, Across all donations received in 2024 thls tota118d £13,526. Thank you to all those who gift aid their flnancial contributions. If this18 something you Uld conslder and would like to flnd out more, please do come and talk to rne about It. l express my thanks to the Flnance Committee for thelr work throughoul the year and for the help they glve me - Carolyn Jones, Philip Raw8, Stave Rowe (bookkeep6r), Margaret Lake (FWO CooKlinator) and Paul Solomon (Donations Coortlinator). Please be assured that 38 a PCC we wlll conllnué to be prudent with th8 flnancial deGl8lons that we make. We thank you for your Gontinued support and prayers as we discover what 2025 has to bring. Davld Ballamy Trea8urer The above reports were approved by the Parochlal Church Council On.. and sign&J on it5 behalf By..- (Chairman) 14
FINANCIAL ACCOUNTS Independent examIne8 report to the PCC of St Mary's Church Walton, for the year onded on December 31st 2024 I report on tha accounts for the year ended 3181 December 2024 whioh are set out on pag08 16-23 Respectlve rosponslbllltles of the PCC and the examlner Th@ Tru81ees arg responslble for Ihe pr8paratlon of th8 accounts. The charftls trustees consider that an audit Is not required for this year und9r S8Gtion 144 (2) of Ihe Charities Act 2011 (the 2011 Act) a1 that an Independent 6xamination Is neaded. It Is my responsibility to: examine the accounts under S8Gtion 145 of the 2011 Act; follow the procedures laid down in the General Dlrectlons glven by the Charlty Commlssloner sectlon 145 (5) (b) of the 2011 Act; and state whekner partlcular matters hav8 (x)me to rny attentton. Basis of Independent ExamineVs Statement My examlnalion was carrled out In accordance wlth the General Direotions given by tha Charity Commission. An examination includes a review of th& accountlng records kept by the charity and a comparison of the accounts presented with those records. It also includes consEd8rlng any unusual stems or dlsclosures in the accounts, and seeking @xplanations from the management committee Goncernlng any such matters. The procedures undertaken do not provlde all the evldence that would be required in a full audit, and conseq uently no opinion is given a8 to wheth6r the accounts represent a 'true and falr, view and the report is limited to those matters set out in th8 statements below. Independent exarni ner's Statement In conneGtlon with my examlnation, no matters have corne to my attenllon: {1) which glv8 me reasonable cause to belleve thal In any material resp9Ct the requlrements to keep accounting records in accordance with section 130 of the 2011 ACL or to prepare accounts which accord wlth Ihese accounting records have not been met; or (2) to whiGh, In my oplnk)n, attentlon should be drawn In order to enable a prop8r understanding of the accounts to be reached. (Slgned) Address: st Edmunds House 1 Arwela Road Name: Mr S R Renvoize ACA Date: Felixstowa IP112DG 15
81 Mary'8 Church Walton - 1133981 R8c8lpts and Payments Account For tho porlod from 01 January 202410 31 Decembor 2024 Unrnstrlotsd funds Doluna¢0d n(18 R•8trktsd Endowmgn¢ fuMI8 Yot&l Prfor tDtal ftmds Rettwts DpnAlbnJ gnd legacl89 Incom& fmm ¢laiKable 8cUvlll89 Oihei Iradlw Actttle& Inveglmenls 78.7ri 10,312 ge,511 461 2,000 47,27d 626 128,OS3 1Q,938 36,511 3,679 12ts,384 11,878 27,918 1,M& 1,928 1,182 Total ro¢¢lpts 12B,062 9,926 49.¢90 119,622 Paymellls Ral8[nyndb ExpeNJRure tharttobj6tt1Ie Otrxr expendliura 28,34Q 96,e62 2,Qd4 8,340 9,95 44,907 38.835 23,115 1D7,917 Totsl 122,329 1ffj385 64 Q7,67ti 131,962 Exc¥w• pl recglp18 OV4r bofor&transf4r ,723 16,450} 3Y,669 Transfvys Crosgtrangfergbeiweenfund5- It) Grus8lranBfer5 bglwelud8.¢ 2,87B 877 IT2) 14.933 114,D331 (8254 (3,3291 Exces5 of recelpl$ over rAyments beforeolhergalns 557 13,5791 {S,S63) 115861 17,669 Not movemg)rt In lundg 637 13,5791 15,663) Reconclllatlon of fLtnds Fulj Jtbwinnlny 2U,289 41,820 37.678 1,597 101I86 63,426 Fur¥ls of yeor 20127 37.940 31114 1,606 9&4a9 101,085 Tlt•rn m4Ay bo mlnordlscrvponGips in the tolals rflhe pence arenot belng5how Pile 16
o o c 8 8 8
NOTES TO THE FINANCIAL STATEMENTS For the year ended 31 Decemb&r 2024 l. Accountlng Policles Th&sg 4(Kounts have b8en pr8par8d under the receipts and paym8nts basls and In accordance with Sectlon 133 Charlti8s Act 2011. Funds Unr681rlcled funds represent the funds of the PCC that are not subJect to any restriGtlons reg8rdlng their US6 and are avallable for applic110n on the g8naral purposes of the PCC. Fund8 designat8d for a particular purpose by the PCC aro al80 unrastrictad. Deslgnated Funds are general fund8 Sgt asidg by the PCC for use in the fulure for partlGular purposa8. The PCC may ra-designate or transfor thes8 funds back to unrestrlcted funds. Restrlcted Funds are fund5 that have b6en given for partlcular purposes and can be spent onty on the spe¢lflc purpose intended by the dcnors. Interest on p¢)oled investments is apportionad to the individual funds on an average balance basls. Endowment Fund: The Porter Endowment Fund 16 specrfically for the maintenance of the Porter Window In th8 church. A proportion of the interest Is transferred to the general fund for youth work. 2. Staff C¢)sts a) Staff costs Total staff costs are shown below. Staff costs are shown on the Analysis of inGome and expenditure under tha cod68 Stated below. 2024 £27,204 2D23 £24,518 Wages and salaries from PCC funds code5 2007-2008-2011-201 42050-2052-238 2514-2544 b) Staffing We employ a part tim8 Benefice Coordinator & Communl¢alion$ Assistant, worklng 20 hours par w88k, who supports the Incumbent and thg PCC with beneflGe admlnlstratlon, secretarlal and IT SUPFX)rt and manag8S the lettings for our hall9. We employ a Ben8fic8 Support Admlnlstrator, worklng thrae hours r w8eK who supports Ihe Benefice Coordlnator & Communlcatlons Asslstanl. W9 also employ a bookkeep6r. Pay18 recelved by our keyboard players and organlst. The PCC employs a G19angr for both St Philip's Hall and St Mary's Hall. The average head-count employed durfng the perfod Is flve staff. Ther8 ar6 no 6rnpIoy8es who reIved emoluments of more than £6D,OQO. Page 18
G) Payment to PCC member8 No payments or expense6 were pald to any PCC rnember, persons closely connoctcd to Ihem or r81ated partles, with the follo¥4Ang exc&ptlon - reimbursement ft)r item8 or materfals purchased solely for the use of the pcc. 3. Flxed Tanglbl8 Assets a) Al ass6ts are freehold lands and bulldlng8, Rabullding valuations made by Richard Monks A980ciates Ltd, Chartered Surveyors on 2210912011 are as follows: Robulldlng Valuation St Marvs Church Hall Vlctorla Cottage st Philip'8 Church and Hall £550,000 £180,000 £380,0 Total £1,110,0 We have o)nfinn8tion from thè Dioc85e of our ownershlp of all the above a888t8. b) Flxed assets: Consecrated property and moveable church furnlshlngs. Moveable church furnishings held by the Incumbent and Churchwardens on speclal trust for tho PCC, and which requlre a faculty for dlsposal, are listed in the church's Invontory which can b8 illsp8Gted (at any reasonable time>. 4. Income tsx recoverable Incom8 tax retsived duElng Ihe year on girt ald Is £13,526. 5. Rosem8 Pollcy and Funds a) Reserves It is PCC policy to try to maintain a balanc@ on unrestricted funds which equates to at l&a8t three months of unrestrlcted payments. It Is held to smooth out tluctuatlons in cash flow and to meet emergencles. Total 2024 unrastricled resources used were £122,329 tharefore reserves of £30,582 should b8 $91 asidg, Th6 ReseN6 Fund Designated balance at year and 2024 Is £24,798. Additionally, there is £20,827 wlthin the dosing general reserv8S. bl The Endowment Fund This compris8S th9 Port@r Family Bequest and govo of the annual interest is transferred to the General Fund. P&ge19
Sl Mary'B Church Walton- 1133981 6. Analy918 ol Income and expendlture Selected parlod: Oq Januery 2024 to 31 Dacembar 2024 Total R9Btrtcts EndowThenl Thlsyg•r ia8tye4r Incom¢ and ¢ndowm¢nts Donath)ns and1ggaclo8 01 - GfftAhJ- Bank 0103- Tfjx 6fficl6nl plaMÉd ff8. hc. 31527 5,gDO 840 34.367 35,526 4,,1Tr) 01 IQ- OIflAld - Envelopes 02DI - Ollw planned yvlng Bank 0210- oltr plannod Wlng FWO 8nvek)pès 0301- stmaS lth)8& plata Lxllec41on8 OY02- St Plill¢y's kAxe plate colleellons 0303- Irregular Glft Ald thnaiion8 0304- Irrggular non 13A glfts 0401- R8gular glft days M GA 0405- R8gular Glft Days 05ft Alded 0415- StMaW Chur( group dorAllons 0417- St MgrY8 Chur( Hall donotlons 0419. St Phlllp's Hdl aNJ Chwch dorollon8 0501 . Oneff Gif(Ald glfis 0550- DonallDn8, appea18 e 0551 . c1tY of tho Quart 0801- Tax r8PAweiable on GftAd D701- Leoacle8 OW1- Rwrlng grants 08A1- N0n-rrrlng on84)ff orants (JW- Fund rnlglng &ctTr41ll88 Lwd- Benefits Shared 8lxfP contr1)uan 48 4,411 202 675 2,914 432 4.411 3.437 1892 1437 2,892 3,823 2.423 5,835 1,103 13,249 2,929 87 7,490 301 16,871 4,013 1,230 1F26 875 7hQO 301 146 1,oJg 1,088 1,039 1,0*8 877 1,001 242 l(M) YV2 1,476 1,741 342 r32 1,476 13.526 2.0Th) 135 2&.134 4.$40 1.89$ 1fj,748 11,785 136 2,000 1,204 8,800 23,134 1,lJro 17,920 2.592 Donotlon8 end legaclos fotals 78,777 2,0 47,276 12Ql)53 128,284 Income from charltable acthiltlg8 1101- PGC fe?3 for weddlngs arKI fvnorots 1150- DBF asslgned fees 1200- PCC le85 for hng wdIng6 & r18 1201- PCC Innbent Iravol fun8rn16 1202- PCC bolls f088 forw¢ddlnEts 1206- Orwlsl any oth6rs 1207- Onlln8 servlcefe 1208- Verger feet Inex)m 1225- Sl Phlllp's Pop Up Income 1246- Communlty Hub In(m8 1,823 1,823 2,6G 601 720 720 90 640 225 980 4,424 1,034 725 225 4,424 1,296 4.336 1,480 537 Inooma from charttabla acllvltlds eotals 1Q,312 626 10,938 11.873 Thgrn maylje mlnoYdl8uopancleu In thg lotals irthepenee notljohjg show Pa£p 20
Unt•&trlo D8BlgnBta ReslrlGle Endowmont ytar L&sl yoar Other ldIrtg aclMt198 1213- MGtorfa Coltagg letth 1210-Chu¥oh hall ttIn 1222- Photc¢opler 122O- St PNIIp'8 l¢ltlngs 8,646 14.39e 20 15,400 8,645 14,396 20 ,450 6,875 0,491 12,050 oth•r tradlng actlvlU8S totats 38,511 38,011 27,916 Ynveslmonls 1020- Bank and bulldlng 80clgty Inler8St 4S1 1,IB2 3,679 Invostmenls totals 451 1,926 1,192 3,579 1,449 Income and endowmfynts grand totals 126.052 3,926 49,090 179,083 180,622 Expendlture Ral8lng ftmds 1725- ¢081 ol ofpersonal etc 2014- PCC staff o)sl& St Mary'3 Hall dè8ner 2618- Hal Nnnlng- ot4thdty 2618- Hau Kunnlng- gas 2fj20- wnnlnp- InsuranGg 2522- Hall nJnnlng- malnton4rwo 252e- Hall wnnlng. water 2630- Sl Phlllp'g electrfo 2632- Sl Phlllp's Chwth go$ 2S34- St Phlllp'$ Nall ga8 2536- Sl Phlllp'8 thsurance 2S38- Sl Phlllp's rnatnt9na)o 25- Sl Phlllp'$ water 2544- PCC Btaff (x)sts St Phlllp de&nor 2550-Mctort& thltage hsurdnce 2554-Vlctorfa Coltag& rouune malntenanco 25S6- Vlclorta Coltffigo8nnu81 49 2.485 2,485 2.370 1,570 1,581 673 1,951 368 3.108 1.298 &Q14 1,570 1,587 673 3,998 358 3,10e 1,298 2,014 1A10 2.044 1.705 288 1,198 1,747 8.931 e53 1,9Q8 9,950 18,881 653 lOfj 7,448 091 1,778 340 763 349 783 345 724 150 150 375 Ralslng fimd• totals 28,3fj6 9.95U 38,361 23.115 Expondlturn on Gharllablo aollvRle8 1801- Glvlnll to Mlslongry SDde116S IIJ30- GIng trj rellefand tholopment agen¢l85 1850- HomE mlsslon 1870- Secular fJ)arlll 1910- Parlsh stwro 2002 -PCC staffexpen5e6 2007-PCC 8t&lffo)sb Pam H 2008-PCC 8taifcosts oih8r muBlclans 2011-PCC &tafF(x)sts knland Rwnug 2014- V8rg8r g%PthlÈa8vAldlng8 and neral8 2050- Salary of PrISh adnklstrator 2052-Salary ol bonafi admln assl*nt 21Q1- Worklng expensoB ol Inwmbgnt 436 435 1.072 3,250 50 48,589 84 760 77b 1,408 4,e58 3,813 48,589 84 7eo 925 464 1,045 46.J24 87 150 149 755 1,045 13,578 t378 1.892 13, 152 Thorn mlnordlscrepanclos In the tsla15 Ifihg penal? Iiotbelng shown Pao821
TotAI De8lynNted ReslrlGlqd Thbyear LNg1 y94r 2205- Parlsh trnlnlng 2210- Mf8slcn Outr8 2301- Churoh luTrng - Inswonce 2310- st m,8 Churoh broadband 2312 . B8noflc& offte telephone & broadband 2320- argapIano hjnl 2330- (urch matnlL4nco 2331- St Mary'8 Church cleang materla18 2340- 81 Mary's upk88p of 88rvlc 2342- P88toral 2343- St Mary's hospttsllty 2300- Adrninlstrallon 23¢2 -Adrnln run[4 Costs 2383- Bookkgepor 23e4-Mmln and subs 2420- $1 Marf8 Church runnlro- water 2d40- Sl Mary's Churth- heathg And Ilght 2521- Sl M3ry'8 Hpll Gloanlng matgrfals 2541- Sl Phlllp'$ Hall anIng fflatsrlal8 2543- Sl Phlllp'¥ Hall hospllalty 2545- Sl Phlllp's Pop Up Shop expans99 2546- CommLmlly Hub pxpgnyeA 2647- Pkjme sUprt grantg 2548- Sl Ph11% wkeep Bf 8¥rvkn8 2O6U. sU£ry (x)$1s 2701- Clwrckn m rylrs. stwclure 2710- Churth mal(r rryalrs- Insl&llailM) 11- Hall + mrrop8lrs. strucbjre 2&20- Hall + mrrepalrs. ISlIa0 80 26 1,79 489 383 1,799 489 383 1.777 328 411 411 5,569 138 2,407 138 9,182 1,318 191 044 410 277 783 410 271 334 711 1,036 3,6DO 1,388 227 3,660 1,814 4,171 1,538 243 1,814 4.171 243 J62 224 224 385 371 356 163 4,277 4,647 6,147 39Q 6.264 106 25 4.516 &147 7S5 3,740 31,240 34.980 1,413 1.413 9,172 Expondiliwo on oharttable a¢tS totals 95.628 8.340 44,997 148,965 107,01 7 Olh6r 8xpondllure 2W20- CI3F a681ed le&% paym6nts 2KJl - Gov&rngllrA co examln8ilonlaudltfg8 17 17 33e 338 329 OtharexpeThlittKo tolal8 &3fj 17 353 930 Expendlture grand totslts 122,329 1 D,385 187.879 131,2 Excess of reGelpts over paymont8 bafore transfgrs (OA591 15,8691 (8, Tlwra mybé mlnoYdl3crW18S In the totsls ifiho penc¢arÈnotbethg shown Pallè 22
St Mary's Church Walton - 1133981 7. Fund movement by typo Selocled porlod: 01 January 2024 to 31 December 2024 FYNI und typg und b&lAnc09 brwghlforwprd In¢omlnu rtoolnu RBiJur G•lno ond Lo88os Journal P bthnceB arblod foThvard Unrnstrlctad General . G8nernl knnd 20,289 12V,QS2 122,329 13,185} 20,827 8ub.lolal$ 20,289 126002 122,52 l&q861 20,927 Desb3natd Hub~D96- Hub Ewlgnatsd Malnl-Do$- Melntern0& Re80rve- Re5eFve luncl CIK)Ir- Chjlr deslgnaled 2,363 25 1879 S218 14,$00 2,71e 10,380 8.866 2Y,644 1.164 1.011 1,087 sub 41.52 3,926 10.38S .879 37,940 Rèstrlettd CIFRf-RBg- St Marys Church Roor CoTnHulTrR88- Communliy Hub Restrk18d 10 26,9 31,2410 U7 7,027 10,476 16,279 19.fj13 7.142 2,478 1.961 40 Fund Ral¥lng OrganR8s- Church Org&n Fund FopUp.R88- Pop Up Rest[hAl Mlss-Res- Mlssbn Restrlcled 6,250 308 681 2,984 2,fje6 1,fjao 6,969 341 7,311 37,078 rf90 377 32,114 ÈthdowM6nt PorIgr-El- Portar Endo 1,59T 1,606 $ub40ts19 1.g97 1,606 Totalg 101,OB5 178,994 187,002 72 914&9 Tl]ern may he mlnorayscrepanckns In if tljeponov are not beltw showrj Page 23