ST MARY'S PCC WIGTON. REGISTERED CHARITY NO. 1134111 1111 ANNUAL REPORT AND FINANCIAL STATEMENTS For The Year Ending 31st December 2023 PREPARED BY MRS A LOIIA& HOIL TREASURER EXAMINED 8Y MR A MUSGRAVE ACM INDEPENDENT EXAMINER REVD. R T CORRIE CURATE IN CHARGE
WIGTON ST MARY'S PAROCHIAL CHURCH COUNCIL ANNUAL REPORT AND FINANCIAL STATEMENTS ST FOR THE YEAR ENDED 31 DECEMBER 2023 Aim and purposes St Mary's Parochial Church Council (PCC) had the responsibility of co-operating with the incumbents during 2023 in promoting in the ecclesiastical parish, the whole mission of the Church, pastoral, evangelistic. social and ecumenical. Reverend Canon Geoffrey Paul Ravalde was the incumbent until his retirement as Vir2r of Wigton on 31° May 2023. St Marys then entered an interregnum. Reverend Richard Come was appointed Curate-in- Charge on 191 September 2023 for a period of one year. The PCC is also SPeficallY responsible ts the maintenance of St Mary's Church. Objectives and activities The PCC is committed to enabling as many people as possible to worship at our church and to become part of the parish communty at st Mary's. The PCC maintains an overview of worship throughout the parish and makes suggestions on how the services can involve the many groups that live within our parish. Our services and worship pul faith into practi through prayer and scripture, sacrament and music. Vvhen planning our actwities for the year, we have considered the Commission's guidance on publiG benefrt and the supplementary guidance on charities for the advancement of religion. In particular, w8 try to enable ordinary people to live out their faith as part of our parish community through: Worship and prayer, leaming about the gospel" and developing the knowledge of the Christian word. Provision of pastoral care for people living in the parish. Missionary and OLrtreach wor To facilitate this work, it is importarrt that we maintain the fabric of St Mary's Church. Achievements and performance During the early part of 2023 communion tang of wafers continued and the taking of wine was resumed by Intinction with the resumption of the common cup later in the year, according to personal choice. Worshlp and prayer The PCC is keen to offer a range of services over the course of the year, that our community finds both beneficial and spirrtually fulfilling. For example, Holy Communion and Evening Prayer provide a quiet and reflective environment for worship while opportunities are provided for people to engage in worship and fellowship such as that provided by the Parish Eucharist each Sunday.
Holy Communion is celebrated every Tuesday at 9.45am (Book of Common Prayer 1662) and Wednesday at 12.45pm. On Sundays Holy Communion (Book of Common Prayer, 1662) at 8.00am. Parish Eucharist with hymns and Sunday School (held in choir v8Stry} al 9.30am (Sung Mattins on 5th Sunday). Evening Prayer (Book of Common Prayer 1662) is held at 6.30pm each Sunday. A lay led Vision Service is held on the 1st Sunday of the month at 4.tXipm. All are welcome to attend any of our services. In 2023 there were 178 parishioners on the Electoral Roll. The usual Sunday attendance numbers started to improve with an average of 70 adults and 12 Children. The Church Canon Geofftey Ravalde and Revend Richard Corrie were assisted by Revd Frank Bovill and Revd John Hine, who were Parish Associates. The Sunday School continued during 2023 at the same time as the Parish Eucharsst on Sunday mornings at 9.30am. The Sunday School is led by Mrs Esther Hudson along with a number of volunteers helping on a rota basis. During the year there were 39 bapli5ms, 2 weddings and 14 funerals in church with a further 6 furraIS taken by the clergy of the parish at crematoria, graveside and cemetery chapel. The Youth Fellowship Group is now called St Mary's Fellowship Group with meetings held in various properties in the parish, all meetings comply with safeguarding regulations. All youth leaders and helpers have been CRB checked. There is a very active choir which rehearses on Wednesday evenings under the direction of Dav Shingler, Church Organist. In 2015 a website for St Mary's Church was set up and can be found at www.stmaryswigton.org.uk A bible study group met at various houses in the parish. There is a very dedicated Mothers, Union branch which nonnally meets once a month in the church with meetings resuming in 2023. We had a new peal of bells installed for the Millennium arKI they are wng on Sundays. when services are held. and on special occasions. Pastoral care Some members of our parish are unable to attend church due to sickness or age. When permitted the clergy visited church members when requested. to celebrate communion with them either at their homes or in hospttal.
Safeguarding The PCC has taken note of its duty under section 5 of the Safeguarding and Clergy Discipline Measure 2016 and it is the opinion of the PCC that it has Gomplied with the duty- A revised Safeguarding Policy was adopted on V March 2019. a copy of which can be found on St Mary's website. Risk assessments were Carried out gUlarlY to ensure that the church complied with all Health and Safety requirements. The latest risk assessment policies are published on the Notice Boards in church. Mission and evangelism In previous years the clergy visited the schools in the area, and the sGhoolGhildren occasionally came into the church to have a look around the building, with the Vicar on hand to answer questions. School assemblies yre also held in church from time to time during 2023. It was wonderful to see the sthool serVIS retum to St Mary's with the Thomlinson Junior School and Nelson Thomlinson School resuming Servi$. V4fjgton Infants School, again, held a Harvest servi and a Carol Service in church attended by many parents, grandparents and friends. Our parish bulletin is nomially distributed monthly free of charge to all parishioners who request it and is also available in Church. Copies are also posted on St Mary's website along wilh the weekly sheet. The bulletin keeps our parishioners infomed of the important matters affecting our Church. St Mary's Carols by Candlight was held arKI a very popular Nativty Service perfomied by members of the Sunday School on the day before Christmas Eve. Ecumenical relationships The Church is a member of Churches Together in Woton. Ajoint Carol Service for the town was held in 2023. In 2019 the church joined the Solway Mission Community. The Remembran Day Service was again held in St Mary's. Financial review Total incoming resources were £86,424 of which £65,472 was unrestricted and £20.952 was restricted. The unrestricted resources included £1,497 from Gtft Aid Receivable. Restricted incoming resources included £10,839 income from investments. £454 from visiting bellringers, £274 from Sunday School and the remainder being charitable collections and other donations. Total resources expended were £68,414 from unrestricted funds and £12.094 from restricted funds. including charitable giving and general maintenance.
Net movement in UnstrICted funds showed a deficit of £2,942. The net movement in stricted funds showed a surplus of £8,858 on the year thanks to the irrterest from the JMB Bequ8St. There was a gain on revaluation of restricted assets of £26,242. The JMB Bequest is invested in a CBF Investment Fund with the interest being credited to the CBF Maintenance AG¢ount. which is a restricted investment for the fabric of St Mary's Church, not for general use. At the end of the accounting period the total resepies amounted to £426.533 (£394,375 at the 8nd of 2022) of which £402,078 (£366,978 at the end of 2022) are restricted fixed assets for the maintenano of the fabric of the church and £200 (£200 at the end of 2022) unrestriGted fixed assets. The Parish Offer patd in full to the Deanery was £40,OCK). Structure. governance and management The Parochial Church Council is a corporate body established by the Church of England. The PCC operates under the Parochial Church Council Powers Measure. St Mary's PCC is registered with the Charity Commission. The method of appointment of PCC trustees is set out in the Church Representation Rules. At St Mary's the membership of the PCC consists of the Chaimian lour Vicar up to 31st May), Churchwardens, Deanery Synod Representatives and members elected by those members of the congregation who are on the electoral roll of the Church. All those who attend our services I members of the congregation are encouraged to register on the Electoral Roll. The PCC members are responsible for making decisions on all matters of 98neral concem and Importan to the parish, induding deciding on how the funds of the PCC are to be spent. The full PCC met seven times during the year with an average level of attendance of 800A. Given Fts wide responsibilities the PCC is assisted by a standing committee which recommends policy decisions. The standing committee is responsible to the PCC and reports back to it regulady, with the decisions being received by the full PCC and discussed as necessary. Administrative infomiation St Mary's Church is situated in High Street, Wigton. It is part of the Diocese of Cartisle within the Church of England. During the Interregnum the Corresponden address is 23 Deer Park, Wigton CA7 9ND, the registered charity number of St Mary's PCC is 1134111. PCC members who have served at any time from the Annual Meeting until the date this report was approved are". Ex Officio members.. Incumbent: The Reverend Canon Geoffrey Paul Ravalde (chainan) retired 3181 May 2023. Reverend Richard Cotrie, Curate in Charge from 1st September 2023. Chair- Church Ilwdrdens: Mr David Lomas Mr Roger Steel Peacock Mr Martin Edward Snape
Elected members.. Mr David Shingler (Vice Chaiman) Mr David T Shingler {Secretary. appointed 1P January 2023) Mrs Anne Lomas (Treasurer) Mrs Helen AnstrOng {appointed 18th April 2023) Miss JennrferAllan Mrs Ann Bovill Mr James Briggs (resigr) Mr Thomas Brown (Deputy Churchwarden) Miss Jill Drabble Mrs Audrey Frizell (Deputy Churchwarden) Dr Stephen Haraldsen Mr Robert Hudson (resigned 24th October 2023) Mrs Mary Huntington Mrs Susan Mattinson Mrs Dorothy Mccracken Mrs Jean Monkhouse Mrs Jacqueline Peacock Mrs Mary Snape Mrs Bronja Twentyman Mr Christopher Walford Mrs Lesley-Ann Walsh Approved by Ihe PCC on 191h March 2024 and signed on their behalf by the Reverend Richard Corrie (PCC Chaiman).
Stma 's Parochial Church Council - Chari Re No. 1134111 ststement of Financial ActivFties For the ear endln 31 December 2023 Unmtrki•d R•8trlct4d Endovfingnt Fund• Furul• Funds TOTAL FUNDS 2023 2022 INCOMING RESOURCES Voluntsry inccfr VIR Gift Tax ReceNab AGF Activitw for gan&r8ty"rg fund5 Income from investsnonts hurGh a6*ve5 2a 59.152 1.497 2.528 10,113 69.265 1,497 2,528 10.847 2.287 65.858 1,511 3,191 9,237 5,028 2c 10,839 CA 2,287 TOTAL INCOMING RESOURCES 65,472 20.952 84,825 RESOURCES EXPENDED Church activit'es CGF Cost of gènèrth.ng funds CG charitab Givir¥g ME Major Eynditure 68.CE7 347 3.271 71,33B 347 6,181 2,642 65.6 261 10.992 3.041 6,181 2.642 TOTAL RESOURCES EXPENDEO 68.414 12,094 80,508 79.930 NET INCOMING R&8OURces BEFORE OTHER RECOGNIZED GAINS AND LOSSES 12,9421 5,916 4,8g5 Gain I (Lossl on investsnènt &s•ts". on revaluation GOR 26,242 26,242 137,2471 MET MOVEMENT IN FUNDS 12.9421 35,1 32,158 132,3521 BBF 8ALANCES BIFWD 1 JANUARY 27.397 3fj6.978 394,375 426.727 BALANCES CIFWD 31 DECEMBER 2023 24,455 402,078 426.533 394,375
Stma 's Parochial Church Council Notes to Statement of Financial Activities For the ear endin 31 December 2023 Notes Accounting policles Basis of financial Ststsmen The PCC is a public benefit entity within the meanin8 of FRS102. The financial statements have been prepared under the Charities Act 2011 and Church Accounting Regulations 2011 in accordance with the Church Accounting Regulations 2006 governing the individual accounts of PCCS. and with the Regulations true a17d fair view" provisions, they have also been prepared under FRS102120161 as the applicable accounting standards and the 2016 version of the Ststement of Retommended Practite, Accountyng and Reptsrtin8 by Chaiities1SORPIFR510211. The flnancial ststements have been prepared underthe historical cost wnvention except fof investment assets, which are shown at market value. The financial ststements include all transactiot)s. assets and liabilities for which the PCC is responstrble in law. They do not indudè the accounts of d)urch groups that owe their main affiliation to another body, nor those that are informal gatherings of chur¢h members. The accounts have been prepared usingthe accrual a¢¢ountin8 method. Fund attountong Endowment Funds are funds. thè capital of which must be retained etther pernianently or at the PCCS discretlon- the income derived from the endowment is to be used either as restricted or unrestricted income funds dependin6 upon the purptsse for whid) the endowment was establtshed in the first pla. Restricted Funds comprise (al income from endowments which is to be expended only on the restritted purposes intended by the donor. and Ibl revenue donations orgrants for a specific PCC act¢vity intended by the donor. Unrestrirted Funds are Sncome funds whlch areto be spent on the PCC5 general purposes. Incoming rèsources Planned givln& collectlons and slmllar donations are reco8ni5ed when received. Tax refunds are recognised when the incomin8 resourte to which they relate 15 received. Grants and legacies are accounted for when the PCC is entitled to the use of the resources, their ultimate receipt is considered reasonably certain and the amounts due are readily quantifiable. Oividends are accounted for when declared ceiVable, interest as and when accrued by the payer. All incomin8 resour are accounted for8r05S. R•sources expend8d Grants and donations are accounted for when paid over. orwhen awarded, if that award creates a binding OT constructive obligation on the PCC. The diocesan parish share experted to be paid over is accounted forwhen due. All other expenditure is Benerally reco8nised when it is incurred and is accounted for gr05S. FIMed assets Consecrated and benefice property is not induded in the accounts in ac¢ordan¢e with s.1012llal and Icl of the Charities Art 2011, and is usually held by thevicar of Wigton. Thevicar retlred on 31st May 2023 and the Parish is now In Interregnum. As a Consequen ownership of theconsecrated property reverted to Cart151e Diocese. Movable church hjrnishlngs held by the and churchwardens on special tru5tforthe PCC and whith require a faculty for disposal are inallenable property, listed in the church's ir¢¥entory, whith can be insperted lat any reasonable timel. For anything ècquired prior to 2000 there is insufficÈent cost Trnfomiation available and therefo such assets are not valued in the fin3ntial statements. Subsequentty no individual item has cost more than £L(XKS so all such expenditure has been Written off when incuThed. Equipment used within the thurth premi5e5 has been fvlly wrrtten off In the yearthat ts was purthased. Indlvidual items of equipment are written off when the asset is acquired. No depreciation is provided on any o55ets. Investments ale valued at market value at 31 December 2023.
Stma 's Parochial Church Council Notes to Statement of Financial Activities For the ear endin 31 December 2023 2. INCOMIN RE TOTAL FUNDS 2023 2022 Fund• Funds FurKI8 Regular Giving Charty Colè¢tions Income Tax Recered Collection5 Grft Day ExdudiNJ GrftAiJ R8t*Ned Sundry Donation$ Memorial Book I Prayer 8oJks I ch Mus CDBF Energy Granl LPW VAT Grants BelLs Receipts Organ R8c8iPts Sunday Sch af$ R•tir¥rnent Grfts 29,688 6,181 29.e13 10,992 7,074 10.929 2.725 8.181 7,208 10.075 10.075 4,238 75 4.238 75 4.983 110 928 462 135 326 274 2.237 10.113 274 2,237 69.265 59.152 65,858 28 Volufits inco Grft Tax Receivabl• 1.497 1.497 1,497 1.497 1.511 1.511 2b Actwi Events Bazaar 310 2.881 3.191 2.168 2.528 2.168 2,528 2c Investm8nt Incorne Car Winder Bequ88t CBF Organ Fund maintenan Fund Sunday Sthwl Fund 21 10.277 541 10.839 21 10.2TI 541 10,847 8.785 442 9,237 2d Church A1¥. PCC Fee5 Magane5 2.171 116 2.287 2.171 116 2,287 4,890 138 5,028
Stma 's Parochial Church Council Notes to Ststement of Financial Activities For the ear endin 31 December 2023 TOTAL FUNDS 2022 Funds Funds Fund• 3a Church Parish Share Organists Vèrgers CrgY cning.Lotrn9 Insurance Minoi Repairs Upkeep of Serwces Gas Etriuty Water Rale5 Photocopying Costs Sunday Sche Memb8rships Vicarf5 Retirernent Gifts Bank Charges 40,000 3.850 685 2,7(K) 3,181 4.327 119 37,8(K) 3,720 2,7 2,698 4.327 119 622 10,089 1.248 231 3.750 4,276 213 1.894 8.423 757 165 631 10,089 1.248 231 725 573 573 1237 65 71,338 443 2,237 68,(7 3.271 65,636 Cost of generabng funds 347 347 347 347 261 261 Ch Bishops HarvestAppeal Bri115h Heart Foundati British Red Cr055 Canr Research UK Childrens Soc Chn5tian Ad Demenba UK 'Dewode'. Uganda Dk7ce5an Growth Fund EdeTr Vaky H05Pi Elm C W8rd CIC Embrace the Ea8t Greal North AirAmbulance ICU Cumberfand Infimwry Inglewood Leprosy Mis$n Maryport Inshor8 Resa Mission to Seaf8rer¥ NC HtsspitaL5- NHS Charity RAF Benevclent Fund Rrthond Park Carn Hefno Safvalion Anny USPG Wigton Ambulance Servics Wigton First Responders Wigton R.C. Fundraiser 3 Charits repLqc&d fr(*n 2 Other Donation8 145 481 410 176 590 428 125 378 378 500 92 92 373 373 426 154 170 123 154 170 204 129 24 754 307 161 187 129 24 754 307 1$1 187 43 92 24 221 1.367 24 221 129 154 (2371 129 154 Ir371 3.577 10.992 6.181 6,181 or Ex nditu Maintenance Fullds 2,642 2.642 2,842 2.642 3,041 3,041
Stma 's Parochial Church Council Notes to Statement of Financial Activities For the ear endin 31 December 2023 4 Inv•stm•nts 1stJanuary Interest Transfers Revaltth"on 31st December Unrestrlctsd CBF Icanon Winder Beque6t} 200 Restrlctsd JMB Investment Fund- for upkeep of faTC on COIF George Scott Investment- Fabric Fund CBF t)ep Alc George Stt Bequest- Maintenan COIF Ge¢)fge Scott In¥eslment- sUlaY School Fund C8F Dep Alc George Scott Wuest- Sunday School 253,562 12.983 1.258 12,983 1.258 282,044 23.856 1,193 277,418 14,176 1,258 14.176 1,258 1,193 26,242 The Restncted Funds have been invested in temi funds to PTeser¥e the rAprt81 Val and to geneFate interest for thè Maintenan ofthe tstiri¢ oflhe bUdIr¥ and where 4OKable for the SuThJay Scho. S Accounts rgcelv•ble 223 UnreBtricted Restricted UnrestncW Restn"¢XaJ Total Total Gfft Aid Tax Recwab t.511 1.511 1,511 1,511 1.497 1.497 1,497 1,497 6 Account• payab 2022 Unrestr¥X&J Re5tridgJ Totsl 2023 Unrestrthd Restn"cted Tot81 Eledriuty Gas 147 2.628 2.775 147 2.S28 2.775 176 1.563 1,739 176 1,563 1,739 7 Funds lal Th8 moverrrts in lunds the year .. 1st January Ripts P8ymer¥ls Transfèrs 31st December Unr•strlctsd Barcl8y$ Current Account 28.460 28.460 65,486 65,486 69.450 69,450 24.496 24,496 Rostrlcted Bar¢lay8 Current Account- Genernl Barclays Current Account- maintenan & Bells C8F William Mitchinson Organ FuThJ CBF maintenan Fund CBF Dep AJc- Sunday School HSBC Current Aunt- Sunday Sc 3,1 fs 6.575 8,9J1 18.9)11 12.6421 3,115 5,260 21 67.381 77.269 3,105 4,360 93.793 151 4,247 84,935 551 12,094 20,952
ST MARYS PAROCHIAL CHURCH COUNCIL BALANCE SHEET as at 31st December 2023 2023 2022 FIXED ASSETS Investmgnts CBF JMB Investment Fund - for upkeep of fabric onty COIF George Scott Investrnent- Fabr Fund CBF George Scott Bequest- Maintenance COIF George Stt Sunday Sch1 Fund CBF George Scott Bequest- Sunday Schryjl CBF Icanon Winder Bequest) - General 277,418 14.176 1,258 14,176 1.258 200 308,486 253,562 12,983 1.258 12,983 1,258 200 282,244 CURRENT ASSETS Deblors & Pro ments Gfft Aid Tax Recewable 1,497 1,497 1,S11 1,511 Short Tgmi De CBF William Mitchinson Organ Fund CBF Maintenance Fund CBF Deposit- Sunday School 663 67,381 2,954 70,998 77.269 3,105 81,058 Cash at Bank Barclays Current AccosJnt- General Barclays Current Account- Maintenance & Bells HSBC Current Account- SLFnday School 27,611 5,260 4.360 37,231 31,575 6,575 4,247 42,397 Total Cur nt Assets 119,786 114,906 CURRENT LIABILITIES Creditors due within one Electricity Gas ear 176 1,563 1,739 147 2,828 2,775 NET CURRENT ASSETS 118,047 112.131 TOTAL NET ASSETS 426,533 394.375 PARISH FUNDS 426,533 394,375
INDEPENDENT EXAMINER'S REPORT TO THE PCC OF ST MARYS CHURCH. WIGTON I report on the accounts for the year ended 31st December 2023 Respectiv? responsibllilias of the Tru8tws and Independent Examlnor The charily's trustees consider that an audit is not required for this year urtder section 144{2) of the Charities Act 2011 (the 2011 Act) and that an independent examination is needed. It is my responsibilty to • examine the accounts under section 145 of the 2011 Act; . follow the procedures laid down in the General Directions given by the Charity Commissioners section 145(5)(b) of the 2011 Ad", and . stale whether particular matters have come to my attenb'on. Basls of Independent Examinerfs Statement My examination was carried out in acGordance with the General Directions given by the Charity Commission. An examination indudes a review of the accounting records kept by the charity and a Gomparison of the accounts presented with those records. It also includes Consideration of any unusual items or disc105ur&s in the accounts, and seeking explanations from the trustees conceming any such matters. The procedur88 undertaken do not provide all the evidence that would be required in a full audiL and consequently I do not express an audit OnIOn on the accounts. Independent Examinerf8 Statwnent n connection with my examination, no matters have come to my attention: 1. which gives me reasonable cause to believe that in any material respect the requirements . to keep accounting records in accordan with s.130 of the 2011 Act,. and • to prepare accounts which accord with the accounting records and comply with the accounting requirements of the 2011 Ad have not been mel", or 2. to which, in my opinion, attention should be drawn in order to enable a proper understsnding of the accounts to be reached. 2+. an Musgrav