Charity No. 1134026 Holy Trinity with St. Nicholas
Holy Trinity with St Nicholas, Weymouth Annual Report of the Parochial Church Council for the year ended 31[st] December 2024
Administrative information
Holy Trinity with St. Nicholas Church is situated in Trinity Road, Weymouth. It is part of the Diocese of Salisbury within the Church of England. The correspondence address is Holy Trinity Vicarage, 7 Glebe Close, Weymouth DT4 9RL. The Parochial Church Council (PCC) is a corporate body, and a registered charity, No. 1134026.
PCC members who served in 2024 until the date of this report are:
| Rev Juliet Stephenson | Vicar and PCC chairperson |
|---|---|
| Trudi Shaw | Churchwarden (Bishop Council and Diocesan Synod member since September 2024) |
| Philippa Walker | Churchwarden |
| Jenny Keates | Treasurer and Deanery Synod Representative |
| David Picton | Deanery Synod Representative |
| Angela Kerigan | PCC Secretary |
| Krys Fursman | Safeguarding Officer |
| Liz Williams | PCC Minute taker |
| Elected Members | Peter Rendall, Alyson Brinsley, Robert Giles, Jane Hall, Tricia Donovan, Rick Fursman |
| Co-opted Members | Geoff Pritchard |
Structure, governance and management
The method of appointment of PCC members is set out in the Church Representation Rules. All Church attendees are encouraged to register on the Electoral Roll and stand for election to the PCC.
The membership of the PCC consists of our vicar, churchwardens, and members elected by those members of the congregation who are on the electoral roll of the church.
Objectives and Activities
The PCC has the responsibility of working with our vicar to welcome all people to worship at our church and to share in the life of our parish community. It is important that the PCC maintain the fabric of the Church so that the building is not only a place of inclusive worship but also a venue for parish events.
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Charity No. 1134026 Holy Trinity with St. Nicholas
Achievements and Performance
Church Attendance
There are 86 parishioners on the church electoral roll. The average attendance per week during 2024 08:00 (15-20) and 10:00 Sunday Services (35-45), 1000 mid-week service (1015). Once a month open table service (20-25).
Review of the Year
The Standing Committee of the PCC (Vicar, churchwardens, treasurer and secretary) meet when significant issues or events occur so they can inform the rest of the PCC as necessary or appropriate. Meetings of the Parochial Church Council took place frequently during 2024, and extraordinary meetings were held when necessary to discuss various issues.
In 2024 there have been several important pieces of work undertaken by the PCC. These included:
The Organ has been regularly serviced.
New Sound System installed.
We have supported the Chapelhay play garden events. Had a scouts sleep over and a Christmas tree festival.
We open on a regular basis to welcome all visitors including visitors from the cruise ships that dock at Portland.
Rev Juliet has led collective worship on a weekly basis at our primary school and organised activities at church for the pupils to attend and take part in. We have supported families of pupils financially when possible.
Rev Juliet has re-introduced home communions, services at Anning House care home, and taken Baptisms and funerals.
We have revised our seasonal liturgies based on Common Worship.
The life of the parish is well documented in our parish magazine Trinity Voice, web site, and facebook page. The formal minutes of the APCM is available from the PCC Secretary.
We are up to date and compliant regarding our Safeguarding training set down by Salisbury diocese and about to embark on level 3 on the dashboard.
Maintenance
We continue to maintain the upkeep of the fabric of the church. Including further roof repairs, introduction of a safety rail by the choir vestry. Risk assessments, PAT testing, Fire Alarm system regularly checked, and all serviced during 2024. We have a regular band of volunteers that keep the church and gardens clean and tidy.
Successfully faculty applications have been approved for the removal of the asbestos screen to the rear of church. Installation of a new Sound System. Re-introduction of security gates
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Charity No. 1134026 Holy Trinity with St. Nicholas
to trinity passage. The disposal of 12 pews. All these works were completed by the end of 2024 and the pews sold and the money raised contributed towards our parish share.
Faculty applications are being prepared for the provision of accessible toilets and a kitchen.
Successful grant applications have been received for the asbestos removal and gates to trinity passage.
Successful application to the Listed Places of Worship saw the return of a VAT reclaim.
Our vicar and churchwardens are grateful for the work all our volunteers do to keep the church in good order.
Trudi Shaw Church Warden
Financial Review
The financial position is beginning to improve at Holy Trinity Church. At the end of the year we managed to balance our income and expenditure in the General Fund with a small gain of £586 whilst increasing the contribution made to the Parish Share by £17k compared to the year before.
Voluntary Receipts were up 37% aided by the introduction of the Parish Giving scheme, the availability for Contactless giving and keeping the church open to visitors and the community.
Fundraising income increased again this year reflecting the success of The Christmas Tree Festival, Music Hall Concert, D-Day Quiz and the coffee morning events. Many Thanks must go to all those who help to make these events happen and which help to bring the community and visitors into the church.
Grants for Electrical work were received from the Benefact Trust and Dorset Historic Churches.
Other receipts included £14k VAT reclaimed through the Listed Places of Worship Grant Scheme for works carried out to the building. Although the Government proposed the stoppage of this scheme it has just been extended for another financial year until March 2026 which is good news for Holy Trinity.
In addition, there were generous donations towards the new sound system, a new kitchen and accessible toilets. It is proposed that the new kitchen and toilets will be installed at the back of the church under the gallery. Trudi our churchwarden is currently working with the architect in obtaining the relevant faculty approvals for the work to commence.
No investments were drawn down during the year.
Every effort is made to ensure that costs are kept to a minimum with financial controls in place for the signing off of ad hoc expenses and quotes are sought for all building works. Service cost savings were largely due to not replacing a Youth Worker. Rev Juliet has been pro-active in this area working closely with the school, bringing the church and school closer together. School Children, Scouts and local community children and their families have all
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Charity No. 1134026 Holy Trinity with St. Nicholas
enjoyed the various services and events that Juliet has successfully run during the year. During the year building works amounted to £141.4k, funded from the drawdown of investments at the end of 2023, restricted reserves, grants, donations and reclaimed VAT. Works included cleaning of the loft space after the pigeons visit, removal of asbestos, electrical rewire and the implementation of a much-improved sound system.
With the strong leadership skills of Rev Juliet and with the support of our hard working churchwardens all members of Holy Trinity can be proud of the part they too have played in the financial progress that has been achieved in 2024.
However, whilst we have improved financially, we are still not in the position where we can pay the full parish share. For 2024 the Parish share for Holy Trinity Church was £59,664.
We paid £23,000 39% (£5,950 10% in 2023). Salisbury has recognised our difficulties and awarded a £15,000 deprivation grant for 2025 which brings our share down to £45,053. 2024 showed positive improvements to the church finances but there is still a journey to be made together so that we can pay the Full Parish Share.
Jennifer Keates
Treasurer
NOTE:
There is a graphical paper available comparing receipts and expenditure for 2023 & 2024 and the payment of the share. It contains information on the best ways to give and what we can all do to help during 2025. This is available along with this review on the church notice board. If you would like to be emailed a copy of this information please email me on grahamkeates@btinternet.com or if you would like a paper copy then let me know.
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Charity No. 1134026 Holy Trinity with St. Nicholas
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Charity No. 1134026 Holy Trinity with St. Nicholas
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Charity No. 1134026 Holy Trinity with St. Nicholas
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Charity No. 1134026 Holy Trinity with St. Nicholas
Notes to the Financial Statements
Accounting Policies
The financial statements have been prepared in accordance with the Church Accounting Regulations 2006 together with applicable accounting standards and the SORP 2005. As receipts for the year amounted to less than £250,000 the financial statements have been prepared on a receipts and payments basis. These have been reviewed by an Independent examiner whose report is attached.
Funds
Holy Trinity does not have any endowment funds .
Unrestricted funds are classed as general funds which can be used for PCC ordinary purposes.
Restricted funds represent a) income from trusts which may be expended only on those restricted objects provided in the terms of the trust or bequest, and b) donations or grants received for a specific object or invited by the PCC for a specific object. These funds may only be expended on the specific object for which they were given. Any balance remaining unspent at the end of the year must be carried forward as a balance on that fund. All investments are invested separately and interest applied accordingly.
Incoming resources
All income is recognised when it is receivable and accounted for gross. Gift Aid for the last quarter and for small donations made during the year were not claimed and received until Quarter 1 2025.
Resources expended
Grants and donations are accounted for when paid over, or when awarded, if that award creates a biding or constructive obligation on the PCC. All other expenditure is recognised when it is incurred and is accounted for gross.
Fixed assets
Movable church furnishings held by the vicar and churchwardens on special trust for the PCC and which require a faculty for disposal are inalienable property, listed in the church’s inventory, which can be inspected (at any reasonable time). For anything acquired prior to 2000 there is insufficient cost information available and therefore such assets are not valued in the financial statements. Subsequently no individual item has cost more than £2,500 so all such expenditure has been written off when incurred.
Investments are valued at market value as at 31[st] December.
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