Diocese St Edmundsbury and Ipswich Annual Report and Financial Statements The Parochial Church Council of the Ecclesiastical Parish St Mary the Virgin Walton, Felixstowe Suffolk For the year ended 31 December 2025 Prepared under the Receipts and Payments Basls Registered Charity: 1133981
CONTENTS General Infomiation Contacl details Parochial Church Council Commillees of the Parochial Church Council Trustees Report Church Wardens. Report Eslates Committee Report St Philip's Review Church Plant Pop-up Shop Community Hub Aims and Purposes, Public Benefit 10 Objectives, Activities Achievements and Performance 10 Risk Assessment and Health and Safety 10 Safeguarding 10 Church Mernbership and SeNices Financial review 2025 Truslee Signature 13 Flnancial Accounts Independent Examiners Statement Receipt and Payments Account Slatemenl of Assets and Liabilities Notes to the Financial Accounts Accounling Policies Funds Staff Costs Fixed Tangible Assels Income Tax Recoverable Reserves Policy and Funds Analysis of income and expenditure Fund Movement by Type 14 15 16 17 17 18 18 19 19 20 23
GENERAL INFORMATION Contact Details Church St Mary's Church Walton High Street Felixstowe Suffolk IP119DS Rector Revd Enid Pow The Vicarage 15 Walton Hall Drive Walton Felixstowe IP11 9FA St Philip's Community Hub Wadgate Road Felixstowe IP112LY Office Mana er Mrs Georgina South (to 3118125) Mrs Carla Ball (from 2919125) Church Office St Philip's Community Hub Wadgate Road Felixstowe IP112LY Stma 's Treasurer Dr David Bellamy Church Office St Philip's Community Hub Wadgate Road Felixstowe IP112LY Bankers Barclays Bank Leicester LE87 2BB Inde endent Examiner Mr Simon Sturman FCCA Simply Accounts & Tax Ltd Epsilon House Ransomes Europark Ipswich Suffolk IP3 9FJ Architect Mr Philip Orchard Whitworth Unit 12 Park Farm Fornham Sl Genevieve Bury St Edmunds Suffolk IP28 6TS Charitable Status Registered 2nd February 2010 Charity Number 1133981 Insurers Church Rep.. Mr Philip Rawe Trinitas Church Insurance Services Blenheim House 1-2 Bridge Street Guildford Surrey GU14RY Governin Document Parochial Church Council Powers Measure (1956) as amended and Church Representation Rules.
MEMBERSHIP OF THE PAROCHIAL CHURCH COUNCIL Members of St Mary's PCC can be either ex-officio andlor elected at the Annual Parochtal Church Meeting {APCM) in April or May. The Church Wardens and Deanery Synod RepresenlalNes are all eXfficI0 members. st Mary's Parochial Church Council was made up as follows: St Mary's PCC 2025 TO Rector Revd Enid Pow Ex Officio Wardens: Ex Officio Dr Lynda Tempest Mr Philip Rawe May 2026 May 2026 PCC Treasurer: Dr David Bellamy June 2026 Assoclate Priest Revd Wendy Smith". Ex Officio Readers Mrs Wendy Fellingham Mrs Margarel White to March 2025 Ex Officio Deanery Synod Representatives: Ex Officio Dr Lynda Tempest Miss Carole Edwards June 2026 June 2027 Dr David Bellamy Mrs Lorna Bellamy Mrs Jan Garfield Mr lan Cobb Mr Michael Gates Mrs Isabel Jenkins Mrs Carolyn Jones Mr David Mutum 1 Vacancy 2 Vacancies May 2023-May 2026. to May 2025 May 2023-May 2026" May 2023-May 2026" May 2025-May 2028 May 2023-May 2026. to May 2025 May 2025-May 2028 to May 2026 to May 2028 PCC Elected Members: PCC S8cretary Mrs Diane Buxton ' June 2026 'Has the option of slanding for election for a further three years. 'Nol a Trustee.
COMMITTEES OF THE PAROCHIAL CHURCH COUNCIL The PCC operates through a Standing Committee Ihat meets beteen full meelings of the PCC. pcc standing Commlttee: This is the only committee required by law. It has the power to transact the business of the PCC between its meetings. subject to any directions given by the Council. This committee is aulomatically comprised of the Reclor (Revd Enid Pow), two Church Wardens (Dr Lynda Tempest and Mr Philip Rawe). the Treasurer (Dr David Bellamy), the Secretary (Mrs Diane Buxton) and one additional PCC Member (Mrs Jan Garfield). The Rector has regular meetings with the Iwo Church Wardens and the Treasurer. Sub committees: Finance: Dr David Bellamy {Treasurer). Mr Philip Rawe (Church Warden). Mr Slephen Rowe (Bookkeeperl. Mr Paul Solomon (Gift Officer), Mrs Margaret Lake (FWO Officer) and Mrs Carolyn Jones. Estate: Mr Philip Rawe (Church Warden). Mrs Georgina South, Benefice Co-ordinator (to August 2025), Mr Micha81 Gales {PCC), Mrs Jan Garfield, Mr Christopher Hadden (to July 2025) and Mr lan Cobb. St Phili 's Communit Hub: The Revd Enid Pow (Rector}, Dr Lynda Tempest (Church Warden), Mrs Carolyn Jones (Hub Manager), Mrs Margaret White (Pop-up Manager), Dr David Bellamy (PCC). Mrs Wendy Fellingham (to July 2025) and Mrs Alison Harvey. Benefice Council Representativos: As the Benefice Churches hold joint Benefice PCC meetings, there are no separate representatives. St Mary's Church Elders 2025: Dr Lynda Tempest. Miss Mary Wakefield. Mrs Ann Woodard and Mrs Linda Moore. From 16111125.. Mrs Heather Wakefield. St Philip's Church Elders from 16111125: Mrs Winnie Mutum, Mr Christopher Cushing and Mrs Alison Harvey. St Mary's Church Readers 2025: Mrs Mary Rowe. Mrs Margaret While, Mrs Wendy Fellingham (to July 2025} and Mrs Sandra Griffiths. st Mary's Church Officers 2025: Health and Safety Officer: There was no Health & Safety Officer in 2025. Parish Safeguarding Officers.. Mrs Sonya Stephenson and Mrs Ann Woodard.
Trustees Reports ST MARY'S CHURCH: ANNUAL REVIEW 2025 Rector's Re ort Unavailable due to ill heallh. Church Wardens, Re ort 2025 2025 proved an inleresting year. The buildings and more importantly the church ¢¢mmunity continued. So, what did happen? Lynda and Philip were elected as your church wardens for another year. David Bellamy continued as the treasurer. This is an important role, made even more difficuli with the energy crises, a reduced congregalion and with some exceptions the general level of giving hasn't increased. According to Ihe government website. £10 given in 2015 would mean you need you to give £14 today just to maintain your level of giving. However. our long term friends and lenants moved out of Victoria Cottage to a bungalow and we took the opportunity to redecorale a well mainlained building ready for renting at the current market rate. Thanks lo Rachel Green and her Dad for undertaking much of the preparatory work and advising on decor. Thanks should be given to the Deputy Wardens Mike Gates and Carole Edwards at st. Mary's and David Mutum and Isabel at Sl Philip's., they have never complained about covering any of the duties. As a church we're still blessed with many willing helpers with the necessary skills to keep the church buildings and community functioning, we're pleased to report that most are gracefully ageing, bul aches and pains are increasing. If you feel you have skills and God given gifts you could share, please consider doing so. It would be remiss of me not to note the change of administrator. Georgina, who has followed her vision into the ministry. is our loss but our gain was the appointment of Carla as the Benefice Adminislrator. Many of you will already have spoken to her, welcoming her into the church. Carla is still learning the quirky ways of our church so be kind and if she can help. she will. Three PCC sub-cornmittees Finance. St Philip's Community Hub and Eststes continue to work via email or in person. This ensures financial, Hub and eststes issues are deall with in detail, with their recommendations passed on to the PCC for consideration. Thank you for the support that you give us both in the work that we do in our parish. Phlllp and Lynda Estates Committee Re ort 2025 St Mary's Church with St Philip's Church. Walton We continue to attend to items of work identified in the Quinquennial Inspeclion from June 2022, in order of priorily. Many routine items of maintenance have been, and continue to be, undertaken. St Mary's Church Further brick and stonework repairs and repointing have been carried out to stabilise loose masonry.
Drain coverslbases have been repaired and a section of rainwater downpipe replaced. A smart meter has been fitted. The organ has been maintained and tuned and the clock serviced. New soflware has improved the control of the heating system (induding in St. Mary's Hall) and a display monitor has been provided for the service leaders. Sl Mary's Church Hall The brick paving outside the front entrance has been pressure washed and re-grouted. Repointing of extemal brickwork has been Carried out. Victoria Cottage The property was redecorated internally Ihroughout. and new carpets fitted, new fencing provided and general maintenance and improvement work undertaken. It is now re-let lo a new tenant. Repointing of external brickwork has been carried out. The external boundary fence (south side} was replaced after it was demolished by a car. St Philip's The rainwater guttering on the Vicarage Road side has been replaced with larger capacity gutters. to help avoid these ovefflowing in heavy rain. A new bench including concrete base has been installed outside the front entrance. New door locks have been fitted to both the Hall and the Church. The hall healers have been repaired. and a sink unit replad for Little Hoppers.
There is significant work that will be required over the next few years to keep the various properties in a satisfactory state of repair, such as- Next phase of St Mary's Church roof (north facing nave) St Mary's Hall redecoration (last done 30+ yoars ago), replacement curtains, possible replacement roof coverings Renewing failing old and inefficient lighting with energy efficient lighting. including re-wiring Substantial improvement work or possible redevelopment at St Philip's. Thank you to the Estates Committee, Philip Rawe in particular and to those who have carried out work to help maintain and improve the buildings. grounds and facilities. Mike Gates, Estates Committee St Phili 's Review 2025 Church Plant at St Philip's We have had our third birthday and have an established congregation of approximately 30 plus. We are proud to maintain our relaxed Café style of worship, offering lea, coffee and loast before the start of our seNices. Slriving to build on the mission work, we conlinue to meet with the local community through our food bank, the Pop-up Shop and our community café - the Hub, the latter of which offers drinks, cakes and a light lunch. The Hub homegroup conlinues to meet on the first Thursday of the monlh after the Hub
and although we are small in numbers (5-7), ifs a place to ask queslions and talk Ihrough our faith, offering support for each other. Through the work of Rev Enid, myself and all the various member teams, the congregation has been introduced to Ihe wider benefice community and actively participates in benefice services - joining St. Martin's at their summer BBQ, enjoying shared lunches al St. Mary's and St. Philip's and hosting a benefice service ourselves. This year has seen three of our members become Elders and we are thrilled to welcome them as they lead seNIS on Sundays supporting the ministry team. We are pleased that one of our members was Confirrned during the year at Kirton Church and we conlinue to encourage our folks to step out in faith. with a real sense of people growing in confidence and faith. Our Hospitality Team continues to do an amazing job throughout Ihe year. supporting our special occasions, ensuring wa never let anyone go home hungry. In one of the highlights of the year. we were able to invite the children from Little Hoppers to our first midweek Christingle seNice at St. Philip's. supported by members of the congregation. which was thoroughly enjoyed by all, having 20 plus children attending. Please keep praying for us. as we Celebrate all God is doing at St. Philip's. Rev Wendy and Team Sl Philip's Pop-up Shop I must begin with a huge-thank you" to all the people at St Mary's Church who support the Pop-up Shop in so many ways throughout the year. You support us with donations in the grocery basket each week. with regular donations of tnoney, with gifts from your allotments and this year by supporting Ihe events we've put on for the Mayor's Charities fund which we, together with the Thursday Hub, will benefit from. The team of volunleers is also truly amazing, turning up week by week, no matter what the weather is doing, to set up the tables, serve our customers and then put everything away again - we couldn't function without you. During the year Sainsbury's was added to the list of shops offering their leftover groceries. joining both branches of Lidl. Greggs and Walton Bakery. We are very grateful to them all, and to the team of people who collect from them each week. For Ihe first time it was decided to have a joint Christmas party with the Nub and this was very successful. as well as being much easier to organise and cater for. There was a lovely atmosphere and plenty of Christmas pSentS to be taken home. Our main concern at present is shortage of space at st Philip's. Our very small cupboardlstoreroom is inadequate for the volume of goods we need to sort and store, in date order so thal we can ensure good stock rotation. I hope that next year's report will bring news of the best solution we can come up with. Margaret st Philip's Community Hub Drop In Thursday 10am-1.30pm We have had another busy year with volunteers setting up from 8.30am, holding Morning Prayèr at 9.30am and opening at 10am. Whilst our numbers are not as high as in previous years. we still have around 40 people visit on Thursday with over 30 staying for lunch. Winter menu is homemade soup and a hol dessert whilst the summer menu is a filled roll, sausage roll and crisps and dessert. We had a surprise vi51t from The Food Slandards Agency and were pleased to receive a top rating of '5 Very Good, during our inspeclion, covering food hygiene. handling, physical conditions (they were very impressed wilh our new refurbished kitchen) and management of food safety.
It's lovely lo see the staff from Little Hoppers Pre-school pop over to get their lunch. We have regular visits from Mark, Tristan and Sally our Community Police Officers who engage with folk and listen to any concerns they have. Lorna and Lesley, our Wallon Parish Nurses, attend every Thursday to offer health checks, support. care and guidance. They encourage folk to visil the Hub. What a joy and a blessing they are! Smoke Free Felixstowe have visited regularly and supported those who need their help. We have been able to support those in need and also help with many queries and form filling and little worries that can keep you awake at night. The Mayor, Corrinne Franklin, chose St Philip's Community Hub as one of her charities and we have raised awareness and raised funds by hosting events - an Afternoon Tea, Teddys Bears Picnic, Murder Mystery, a Meal at Alba Chiara and a beautiful Mayor's Civic Carol seiCe at Sl Mary's Church. We had our usual Beach Day at The Hut in June with fish and chips and ice cream; however this year we needed raincoats and wellies as Ihe weather was not kind to us. but we did have fun with 50 folk singing in The Hut whilst it poured with rain outside. In September our bright and colourful bench was fitted in memory of Graham Fellingham, a dear friend and supporter of the work we do. With Christmas looming it was decided to hold a joint Christmas Paty with Pop-up folk and over 70 altended with lots of singing and eating. and a gift for all funded by a sale held in November. Thank you to everyone who supports the Hub by donations. cooking, baking, collecting food, setting up, clearing away, serving, washing up, putting up The Christmas Tree and decorations. as well as Greggs and The Bread Basket for donations of food. It's been a challenging year for many with health issues for both volunteers and customers and walking into Ihe Hub the message 'God is Failhfull, with the bright rainbow gives us hope and strengih to continue his work in our communily. Camlyn Jones Aims and Pur oses The Parochial Church Council (PCC) has the responsibility of co-operating with th8 minister in promoting in the ecclesiastical parish the whole mission of Ihe Church. pastoral. evangelistic. social and ecumenical, which encompasses our charitable aims of providing public benefit. The mission statement for the Benefice is.. To grow in faith together through the love of God, be empowered to make Jesus known and inspired by the Holy Spirit to be Hi5 light in our communities. This is further simplified into three areas- Grow in Faith Make Jesus known Be His Light
St Mary's PCC is responsible for co-operating with the clergy to fulfil God's mission in the ecclesiastical parish of Walton. Together with all clergy and members. they proclaim the gospel. worship God and care for their members and the local cornmunity. They also have maintenance responsibilities for the parish church of St Mary's. Sl Mary's Church Hall. Vi¢loria Cottage and St Philip's Church and Hall. Public Benefit The members of the PCC are aware of the Charity Commission guidance on public benefit in "The Advancement of Religion for the Public Benefft- and have had regard to it in th8ir administration of the PCC. The PCC believes that by promoting the work of the Church of England in the Parish of St Mary's, Walton, il provides a benefit to the public by= Providing facilities for regular public worship. open to all The provision of space for personal prayer and contemplation Pastoral work including supporting the work of Walton Parish Nursing, the Boost Chaplain at Felixstowe School and The Hope Trust Providing a Community Hub Drop In and a Pop-up Shop & Community Café Taking religious assemblies in schools Providing special services of remernbran. bereavement Services and Remembran¢e Sunday Providing help and support for the local community through various projects Providing services of baptism, marriage and funerals. Ob'ectives Activities Achievements and Performance Noted in th8 Church Wardens. Report at)ove. Fulure Plans The PCC conlinues.. with their discussions around developing St Philip's to support the Hub's work with the community to focus attention on St Mary's mission. Risk Assessment and Health & Safe Re ort The responsibility for Health and Safety rests with the Church Wardens and PCC and they are actively seeking a volunteer for Ihis role. Safe uardin ort Annie and I mel regularly to discuss progress and any issues and divide up the work between us over the past year,. however Annie is opting out of church commitments at present bul will join me again next year in 2027. We are grateful for the support we have received from the churchwardens and members of Ihe PCC. We haven't been able to meet regularly with Joan (PSO at Trimley) bul we keep in contact with her and we continue to share responsibility for the Safeguarijing emergency phone. We continue to monitor the training needs of all our volunleers and paid staff {64 overall). We have been able to keep most up to dale with training. A few people need DBS checks early in 2026. Anyone who 10
needs training for safeguarding is given an option to do so online. If not, l arrange this face to face. l am happy to assist people with any problems accessing their online training. At the time of writing, there are six DBS checks, four Leadership courses, three Foundation Courses and ten BasiG Courses that need completing this year. I have also handed out new Confidential Declaration Forms to two volunteers to bring these up to date. We would encourage everyone to cornplete their training in a timely manner to ensure we stay compliant wth the Church of England's guidelines and lo avoid us having to continually chase you up! As you will all be aware. the Church of England has again been under scrutiny this year with regard to its Safeguarding practices and we want to avoid similar issues in the futur8 and ensure that our churches are safe. We Continue to care and be aware of our church members" we have only had two concerns which Enid dealt with very swiftly. The church remains sensitive and we believe this is further evidence of us all working together to ensure our visitors and church families are safe. Safeguarding is on the PCC agenda for every meeting and l update them as and when necessary or ask for their prayers when there is nothing to report. Wilh our thanks to everyone who works to keep our churches safe places for all. We couldn't do it without you. Many thanks. Sonya Stephenson (St Mary's Parish Safeguarding Officer) Church Membershi and Services Electoral Roll Resident: Non-Resident As at 3111212025 45 Total 75 Attendance An average of 53 people attended church services at St Marfs Church, an average of 30 at St Philip's Community Hub, wilh a furlher average of 5-6 attending St fvAary's Church online live on a Sunday arld another 30-60 people who view all, or part. of the service later. We are of course reliant on YouTube, internet connections and equipment lo be able to do this. not all within our control- but from conversations I have had I think this is understood by our audience and I know being able to join in this way is found helpful. We would welcome any feedback; please send via the Church Office. Weddlngs Baptisms Funerals (inc. those held al Crematoria) Interments For pèriod 111125 to 31112125 15 Total 19 Financial Revlew 2025 As in previous years, 2025 has been busy financially but il has been good lo us. I Ihank you for your continued support wilh your time, talents. prayers and monetary giving. God continues to bless us and we thank Him for that. Walton is a busy parish with work and outreach at both St Mary's and St Philip's. We have four buildings in our cara to maintain and as a PCC we also have the usual everyday running costs to consider. The PCC continues to be prudent and careful with the financial decisions that it makes. We began 2025 wth total funds of £92.489 and ended with £109.735. This is mostly due to the increased
amount in our Church Roof Restricted Fund as a resull of your conlinued generous support at our Prayer & Gift Day in September, which raised around £9,000 (including gift aid>, along with other welcome donations received during the year. It is anticipaled that work on St Mary's Church roof will continue in 2026 so Ihe money in this fund will be spent. Receipts in 2025 on Unrestricted General Funds totalled £128.305. Regular planned giving through the bank and tha Free Will Offering {FWO) envelopes was slightly down in 2025 to £43.976 {a decrease of £549). This regular giving amounts lo 34Q/o of receipts on Unrestricted General Funds. Loose plate collections al St Mary's and St Philip's were also down in 2025 to £5.757 (a decrease of £572). On the plus side irregular donations jumped from £6.890 in 2024 to £11.191 in 2025. We are extremely grateful for these irregular donations as it remains a fact that without Ihem we would struggle. Lettings income from Victoria Cottage. the Church Hall and part of Sl Philip's (lo Little Hoppers Pre-school) remains a significant source of income for us. This generated £38.830 in 2025. Leltings income amounts to 30¥0 of receipts on Unrestricted General Funds. In the summer of 2025 lan and Pam Cobb moved out of Victoria Cottage- the Cottage has been refurbished and re-let wilh a monthly rental of £950. Our contribution to the Diocesan Parish Share continues to be our biggest ttem of expenditure totalling £49.941. an increase of £1,352 on 2024 and. as last year, accounts for 400/0 of expenditure from Unrestricted General Funds. This money largely provides the stipends, pensions and housing for the clergy and training and support to the PCC. We continue to pay for a Benefice Coordinator & Communications Assislant and Carla Ball took on this role at the end of September following the departure of Georgina South. We also pay Steve Rowe as our bCkkeeper along with keyboard players, an organist and a cleaner for the Church Hall and St Philip's Hall. Staff costs account for 21 % of spending from Unrestricted General Funds. Expenditure from Unrestricted General Funds in 2025 totalled £124,562 which means this fund shows a year end surplus of £3.742. Hopefully you wll be as encouraged as l am by this. You Can read about the work and outreach at St Philip's (Pop-up Shop, Community Hub and the Sunday services) elsewhere in the Annual Report. The unrestricted proceeds of the Pop-up Shop and the Hub have continued to support Walton Parish Nursing wilh a donation of £500. Walton Parish Nursing work closely with us, with either Lorna, Lesley or both of them in attendance most weeks. The unreslricled proceeds were also used to make a donation of £1,000 towards the running costs at St Philip's. The Pop- Up Shop and the Hub received donations from the Rotary Club and from members of our church fellowships, this money being used to purchase stock and provide lunches. At year end Ihe Pop-up Shop held £4,736 in restricted monies and the Hub £6,821 in restricled monies- this includes grants to help people in need. with the distribution of this money being overseen by Carolyn. As you might expect the PCC spent a lot of money on Maintenan throughoul 2025. just over £19.000. This includes but is not limited to the refurbishment of Wicloria Cottage. replacing part of the rainwater goods and the guttering at St Philip's, repointing work to St Mary's Church, the Church Hall and Victoria Cottage. a new cast iron downpipe al St Mary's Church and repairs to the toilets at Little Hoppers. We have been fortunate over the past few years to have money designated in a mainlenance fund to help pay for maintenance works. Just over £1,600 remains in this fund now so more maintenance expenditure is going to have to come from our General Unrestricted Fund which will put increased pressure on our finances. We believe that our churches should be generous. The PCC Continued with its five-year Mission Giving Strategy for the fourth year. We donated to our partner charities £2,000 to Walton Parish Nursing, £1,000 to Boost and £250 to CPAS. The Charity of the Quarter intliative. cenlred around Coffee. Cake & Chat on a Monday morning, remains a success and this year raised £1.944 for the chosen charities - Emmaus Suffolk. St Elizabeth Hospi. Mercy Ships and Memory Lane Demenlia Support Group. We express a 12
big thank you to the faithful team who run this and those who come along to support it. 3C's will continue throughout 2026, once more supporting four charities- Kagera (our link Diocese in Tanzania), The Bible Society, St Elizabeth Hospice and Papyrus (the prevenlion of suicide in young people). We continue to benefit from the tax recoverable on Gift Aid and this makes such a difference to our income each year. Across all donatior)s received in 2025 this totalled £15,564. Thank you to all those who gift aid Iheir financial contributions. Please do come and talk to me if Ihis is somethin9 you would like to find out more about or are considering doing. My Ihanks again go to the Finance Commitlee for the help Ihat they give me and for their work throughout Ihe year- Carolyn Jones. Philip Rawe, Steve Rowe (bookkeeper). Margaret Lake (FWO Coordinator) and Paul Solomon (Donations Coordinator). The FWO envelopes have now been phased out so a special thank you to Margaret who has been looking after this side of our giving for many years. As we discover what 2026 brings we, as a PCC. value your conlinued support financially, practically and prayerfully and particularly as we consider the financial decisions that we need to make. David Bellamy Treasurer The above reports were approved by the Parochial Church Council and signed on its behalf (Chairman) 13
FINANCIAL ACCOUNTS Independent examiner's report to the PCC of St Mary's Church Walton, for the year ended on December 3151 2025. I report on the accounts for the year ended 31 St December 2025 which are sel oul on pages 15-23. Respective responsibilities of the PCC and the examiner The Trustees are responsible for the preparation of the accounts. The charily's trustees consider that an audit is not required for this year under section 144 (2) of the Charities Act 2011 (the 2011 Acl) and that an independent examination is needed. It is my responsibility to- examine the accounts under section 145 of the 2011 Acl follow the procedures laid down in the General Directions given by the Charity Commissioner section 145 (51 Ib) of the 2011 Act and state whether particular matters have come to my attention. Basis of Independent Examiner's Statement My examination was carried out in accordance wth the General Directions given by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes considering any unusual items or disclosures in the accounts and seeking explanations from Ihe managemenl committee concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in a full audil and consequenuy no opinion is given as to whether the accounts represent a 'true and fair, view and the report is limited to those matters set out in the statements below. Independent examinerfs statement In connection with rny examination, no matlers have come to my attention: (1) which give me reasonable cause to believe thal in any material respect the requirements to keep accounting records in accordance with section 130 of the 2011 Act or to prepare accounts which accord with these accounts'ng records have not been met. or (2) to which, in my opinion, attention should be drawn in order lo enable a proper understanding of the accounts to be reached. (Signed} Address: Simply Accounts & Tax Ltd Epsilon House Ransomes Europark Ipswich Suffolk Name." Mr Simon Slurman FCCA Date: 25151L IP3 9FJ 14
St Mary's Church Walton - 1133981 Rècelpts and Paymonts Account For the period from 01 January 2025 to 31 DKgmber 2025 t¢tsi funlj Prlw yoar lotsl fund fund R8¢elpts DorlI0nOd lèg&c Incorne lrtm Charith actmbes (Aherlfig I$1MeNtS Olherlnco 77.319 11.434 38.873 TL7ZJ 100,Q79 12.321 28.873 3.444 75 IZB.053 10.9 26.S11 3.579 1.237 7S Total rx•lpl 1S4,794 179.Q83 P4ynten15 Rais9 lun45 Expendiluie ondK#ntat4e 27.269 .912 39) 38J61 148.965 353 4.184 108,8se Total payrn•nl• 124562 654 6A31 137,$18 187.679 Ex¢•ss ot ovor paym•nts bvfore Ir3n<i 3.742 18N23 17,246 Transfvrs ¢>oss tran51Èry6 bètrkxenfunag. kn Gry¥8 tran5tsn% funds.0 2.412 (1.CQJ} 3.412 3.329 13J291 Ex¢•s$ of r•G44Fts ov•r paym•nt9 Wowtrtrr iJJi¥ 17346 N•t movtmpnl 18.423 17,246 RF¢on¢hllation of funds FuDd• t bglJbniry oty8ir 20m7
2,114 1.e06 92A89 101,08S Fthds a¢•nd y•*r 2J.151 50.531 1.613 109,735 92.489 Theremay minardis¢w8pzncle5 Ilro totals iltho perto notb•ing showo Pa9e 15
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NOTES TO THE FINANCIAL STATEMENTS For the year ended 31 December 2025 1. Accounting Policies These accounts have been prepared under the receipts and payments basis and in accordance with Section 133 Charities Act 2011. Funds Unrestricted funds represent the funds of the PCC that are not subject to any restrictions regarding their use and are available for application on the general purposes of the PCC. Funds designated for a particular purpose by the PCC are also unrestricted. Designated Funds are general fund sel aside by the PCC for use in the future for particular purposes. The PCC may re-designate or transfer these funds back to unrestricted funds. Restricted Funds are funds that have been given for particular purposes and Can be spent only on the specific purpose intended by the donors. Interesl on pooled investments is apportioned to the individual funds on an average balance basis. Endowment Fund: The Porter Endowment Fund is specifically for lh8 maintenance of the Porter Window in the church. A proportion of the interest is transferred to general fund for youth work. Page 17
- Staff Costs a) Slaff costs Total staff costs are shown below. Staff costs are shown on th8 Analysis of income and expenditure under the codes stated below. 2025 2024 Wages and salaries from PCC funds codes 2007-2008-2011-2014-2050-2052-2363- 2514-2544 £25,885 £27,204 b) Staffing We employ a part time Benefice Coordinator & Communications Assistant, working 15 hours per week, who supports the Incumbent and PCC with benefice administration, secretarial and IT support and manages the lettings for our halls. {The previous employee in this position resigned in August 2025 and worked 20 hours per week. The new employee started al the end of September 2025 and works 15 hours per week.) We employ a Benefi Support Assistant. working three hours per week. who supports the Benefice Coordinator & Communications Assistant. We also employ a bookkeeper. Pay is received by our keyboard players and organisl. The PCC employs a deaner for both St Philip's Hall and St Mary's Hall. The average head-count employed during the period is five staff. There are no employees who received emoluments of more than £60,000. c) Payment to PCC members No paymenls or expenses were paid to any PCC member. persons closely connected to them or related parties, with the fdlowing exception - reimbursement for items or materials purchased solely for the use of the PCC.
- Fixed Tangible Assets a) All assets are freehold lands and buildings Rebuilding valuations made by Richard Monks Associates Ltd. Chartered Surveyors on 2210912011 are as follows: Rebuilding Valuation Sl Mary's Church Hall Victoria Cottage St Philips Church and Hall £550,000 £180,000 £380,000 Total £1.110.00 We have confirmation from the Diocese of our ownership of all the above assets. Pag8 18
b) Fixed assets: Consecrated property and moveable church fumishings. Moveable Church fumishings held by the Incumbent and Churchwardens on special trust for the PCC, and which require a faculty for disposal. are listed in the church's inventory which can be inspected (at any reasonable time). 4. Income tax recoverable Income tax received during the year on gift aid is £15,564. S. Reserves Policy and Funds a} Reserves 11 is PCC policy to try to maintain a balance on unrestricted funds which equates to at least three months of unrestricted payments. It is held to smooth out fluctuations in cash flow and to meet emergencies. Total 2025 unrestricted resources used were £124,562 therefore reseNes of £31,140 should be set aside. The Reserve Fund Designated balance at year end 2025 is £25,921. Additionally. there is £23.158 within the Closing general reserves. b) The Endowment Fund This comprises the Porter Family Bequest and 90.10 of the annual interest is Iransferred to the General Fund. Page 19
St Marf$ Church Walton- 1133981 6. Anaty$l$ of income and •xpend•tur Selected perlod- 01 January 2025 to 31 Dgcember 2025 Total DKSwled Thls y&ar Income and endowments Donations and legacies 0101- Gift A- Bank 0103- Tax Effient ¥ed 9rfts. . CAF 0110- Gift Aid. Envdop8S 0201- Other planned 9lvlng B 0210- Other planned 9lving FWO Eovd¢pes 0301- Sl Marys Loose pte cdleclw 0302- Sl Philips Looaé Flaie Coll8ctKx 0303- Irre9ular Giftid don81icrf 0304- Irrewlar rnnGA gffts 0401 . Regu18rsift days Nol GA 0405- Regvl8r(ft Days Gitl ded 0415- Sl Mav$ church group donatsons 0417- Sl M8tys Chch hall donalK)llS 0419- SI Pmlips hall and church donalions 0501- 014)ff Gift A,d gths 0550- Dona¢k)apts elG 0551 . Charity of lh8 Quarter Cl_ Tax ¢0¥6¥b on &ftAid 0701_ Legades (01. Recvrring wants (A1. N(-r8erring E-off grants i)g02. Fund raising lltio5 IM3- Ben8fi¢è shared stafl toniribution 35.920 4.275 34,367 5.900 4275 525 525 485 4,411 202 3.6 2.121 3.437 2,892 1121 10.170 821 5.919 933 16.089 1,754 710 6.59) 13,243 2,929 875 710 7,490 301 764 816 1.039 1.088 816 200 342 732 1.416 13.526 2.OLKI 135 25.134 2.445 3.600 10247 5.316 15,564 135 978 Don8tlon5 and 18gacles Total$ 77249 22.729 100,079 128.053 In¢offte from chgrltabl• aciivlties 1101 . PCC Fe8s forweddings aTh lunor81$ 1150. DBF led feps 1200. PCC Fees Heati[¥ Wedthgs & Funerals 1201- PCC IrK>Jtthent fravel Fweo 1206- Organist any othw 1207- Orllne se[Vi fee 1208- Vergpr Fees Inwne 1225- Sl Philiw poFFup shop inw 1246- Hub irw 2.578 2,578 1.3 335 89 720 f2 150 150 225 4.737 1.126 4,737 1,679 4.424 1.834 Income fmm ¢harltalJle a¢dYltle$ Totals 11,434 12.321 10.938 Other tradlng activilies 1213- Victoria Cotlage tknr 1216- Church h811 tlIng$ 1T22- Pholowpier 1L6- St Phllip$18ttlngs 8.21KJ 16.173 42 14,457 8.200 16.173 42 14,457 6,645 14,396 15.450 There maybe minordl$¢rppancies in Ihe IOtslsrflhepen¢•are notbelngshown Page 20
Totsl y¥ar Lasi year Oth•r tr4dlng SCti¢19S Totals 38073 38,873 36.511 Investm8nls 1020- Bank and l¥JhJing soopty Inleresl 573 1237 3.444 3.579 Inv&slments Totals sn 1237 3.S79 otherin¢ome 1325- Sun(ky income 75 75 Othwlncom• Totals 75 75 Income and endowments Grand totals 128.5 24.855 154.794 179.083 Expgnditure Raislng fund$ 2514- PCC stafTcost8 Sl Marfs H1 Clear 2516. Hall runnirvJ- deGtricity 2518- H81 running- 9as 252O- Han njnnl- InSUrae 2522. Plall runrMtv)- maDtenarK6 2526- Hall runnwvJ- waler 2530- Sl Philips electric 2532- $1 Phillps Chureh Ga8 2S34- Sl Pknllps Hall gas 2538- St Phli Insuranc 2538- St Philips Maintenc8 2&0- SI PTrNlips Water 2544- PCC staff co$Ls Si Pllips cleaner 2560- Vthrna Collag? insurarKe 2554-Viclorw Cottagè 14xne MainleThanGe 2556- Victoria CottwJtr amual serviLino 2.465 1,371 1.&17 1,371 1.637 668 1844 401 1,570 1,587 673 3.996 358 3,106 1,298 2.014 $86 12 3.310 1.273 3.310 1.273 1.394 3238 918 1.881 4.C69 918 1.881 16.881 653 1.906 349 6.093 826 6.919 763 80 150 Ralsing funds Totsls 30.206 38.361 Expenditur• on ¢harltablo ?¢tiviti•s 1801- Givin9 10 Th15sn3 Frtiebes 1830- Griing- retheland theloprnenl agenraes 1850- Home rnission 1870- Seudar ChIleS 1910- Parish share 2002. PCC stsff expenses 2(K)7. PCC slaff cosis Pam H 2008. PCC slarf Gosts Olher mUsa 2011- PCC stsff costs Inland Revermje 2014. VwgÈroxpeDse5 W8ddirtg5 and Funerals 2050- Salary of parh nistratOr 2052- Benef8 admin a5SiStanl ary 2205- Parish traiTh 2210- MisSnOUtrta¢h 2215- Education 2301- Churrh tunThry. insuraTh 546 435 3.750 1.398 49.941 4.658 49.1 48,589 756 870 497 675 756 995 497 675 125 ¥25 464 1,045 12.182 1010 12,182 2.010 13.576 1.892 26 75 75 1,783 1.799 7heremaybeminordisuepan¢lts In the totals 1fthepenGenof b¢ingslKwn Paye 21
rotal Th1$ y Lasly•èv 2310. Sl Churth b0?>81 2312- Benefice oifi¢8 tep1 & trfoadb8thJ 2320. Organ fria[ bJ1j 30- (Ywrch Maintene 31 - $1 Marys Church, Cleanw Maiatials t840- Sl Marys Upkeepofserwces 2342- Pastor 2343- Sl ma h05wlality 2362- A¢Jm RunNry cosls 2363- 8Ckkeeper 2364- adttmn subs 2420- Sl Marys Clwrch rUnn9-Water 2440- Sl Marys Ctxjrch. heaiirvJ and 328 416 489 383 416 457 457 5,258 125 411 5.569 138 125 1.229 122 122 410 277 1,814 4,171 1,538 243 6,562 661 1.940 4.380 1.5D5 263 2521- Sl Marys Hall, de¥ing materiaL% 2541- Sl Philips Hall. deaning malw* 2543- Sl Philips $talty 2545. yt philips pop-up shop expÈttses 2546- Corrmunity Hub Èxpenses 2547- Hom SUprt Grants 2548- Sl Phils- upkpopofswwces 2560- costs 2701- Churth major repair5- SWU 2801- Hall + maltrrepars- strre 246 35 224 385 163 4,277 4,647 5,147 755 2.754 4.120 2.331 320 24 24 1.413 Expendllur• on charitable a6flvlt1 Totals 96,942 4.184 5.529 1.656 148,965 Othor 8xpendilure 2020- DBF assigned fees paymtnts 2601- Governance 6xaminatioaUdil lee 335 335 17 336 Olh•r expendlturo Total$ 685 353 Expendlture Grand totals 124.562 6,431 137,548 187,679 Excèss of receipts over paymènts fore transfers 3.742 4.9271 1&423 17.246 18.5961 Theré maybg rninordi$¢repartles in the totals are nolbeingshow PwJe 22
St Mary'$ Chur¢h Walton - 1133981 7. Fund movtrnént by type SeleclÈd riOd: 01 January 2025 to 31 Deeember 2025 Fnd typo Fund b4lan¢•s )whtforward ¢twnlr AWn9 F¥nd b?1anioS lorward Lou Entrh8 Unraslrlcted G2neral- Genal fund 20.827 128.30S 124,562 11.4121 23,158 20M27 12&20S IX563 {1A12) 23.158 Deslgn4tgd Hub-Des. Hub Dgsignated ainl-Des. Maintenart& ReseT¥e- ReseN& fvnd Choir- Chor de$ignaled 5,218 145 1.412 5,72S 310 1,662 24.798 1.122 25.921 SubQotals 37,940 J4A2S Restrktgd Ch-Rf-Res- Sl Marys Cjrth Rwr ComHub-Res- Commurmly Hub RÈstri¢ted Ext-FuNJ- Exlemal Fynd Raising Organ.Res- ChLKth Organ Fund PopUp-Res- PoUp Shop Restricled iss-Res- Mi5¥AC RestrKxed 7.027 18,635 2S.662 7.142 1.314 6.821 567 2.512 5.675 4.070 2.032 4,736 7,311 7.642 5ub.total$ 33.114 50.53¥ Endowmont Porter-End- Porter Endowment 1,613 SUttalS 1,613 Total8 91489 154.459 137213 109.735 There maybe mlnw tsGrep*n¢les in the fotsls If thepen¢o ore not $lwwn Pag8 23