The Parish Church
of St Mary the Blessed Virgin
Burley in Wharfedale
ANNUAL REPORT
and
FINANCIAL STATEMENTS
of the
PAROCHIAL CHURCH COUNCIL
for the year ended 31st December 2024
Vicar
Church Wardens
Mr Phil Bishop
Mrs. Val McKenzie
Treasurer
PCC Secretary
Independent Examiner
Mr John Spencer
Ms. Lis. Merrick
Mr John McGhee

PAROCHIAL CHURCH COUNCIL OF ST MARY THE BLESSED VIRGIN
BURLEY IN WHARFEDALE
Index to the 2024 Accounts
Independent Examiners Report
Treasurers Report
Page 1
Balance Sheet
Page 2
Notes to the Financlal Statements for the Year ending 31 December 2024
Page 4
Financial Ststement 2024- Incoming Resources
Page 5
Financlal Statement 2024 - Resources Allocated
Page 6
Financlal Ststement 2024- Staff Costs and Fixed Assets
Page 7
Financial Ststement 2024- Gifts to Mission and Charities
Page 8
Budgets for 2025
Page 9
Parish Centre Financial Report 2024
Page 10
Mothers Union Financial Report 2024
Page 11
Ladies Group Financial Report 2024

PAROCHIAL CHURCH COUNCIL OF ST MARY THE BLESSED VIRGIN
BURLEY IN WHARFEDALE
INDEPENDENT EXAMINERS REPORT
This report on the accounts of the PCC for the year end 31st December 2024
This report on the accounts of the P.C.C. for the year ended 31st December 2024, which are set out on
pages 1- 8 is in respect of an examination carried out under Regulation 3(3) of the Church Accounting
Regulations 1997 and s.43 of the Charities Act 1993.
Respective responsibilities of trustees and examlner
As the members of the P.C.C. you are responsible for the preparation of the accounts; you consider
that the audit requirement of Regulation 3(3) of the Church Accounting Regulations and section 43(2)
of the Charities Act 1993 (the Act) do not apply. It is my responsibility to issue this report on those
accounts in accordance wth the terms of Regulation 25 of the Church Accounting Regulations1997 and
Regulation 7 of the Charities (Accounts & Reports) Regulations 1995.
My examination was carried out in accordance with the General Direction given by the Charity
Commission under section 43(7)(b) of the Act and to be found in the guidance from the CBF. That
examination includes a review of the accounting records kept by the PCC and a comparison of the
accounts with those records. It also includes considering any unusual items or disclosures in the
accounts and seeking explanations from you as trustees concerning any such matters. The procedures
undertaken do not provide all the evidence that would be required in an audit, and consequently I do
not express an audit opinion on the view given by the accounts.
Independent examinerfs ststement
In connection with my examination, no matter has come to my attention:
1 which gives me reasonable cause to believe that in any material respect to requirements to
keep accounting records in accordance with section 41 of the Act; and to prepare accounts
which accord with the accounting records and comply with the requirements of the Act, as also
contained in the Church Accounting Regulations 1997 have not been met.
to which, in my opinion, attention should be drawn in order to enable a proper understanding of
the accounts to be reached.
Dat
Independent
Iner

PAROCHIAL CHURCH COUNCIL OF S. MARY B.V. BURLEY IN WHARFEDALE
NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 DECEMBER 2024
ACCOUNTING POUCIES
The financlal statements have been prepared in accordance with the Church Accounting Regulations
1997 together wilh applicable accounting standards and the Charities SORP.
The financial statements have been prepared under the historlcal cost convention except for the
valuation of investment assets, which are shown at market value.
Funds
General funds represent the funds of the PCC that arerdsubject to any restrictions regarding their use
and are available for application on the general purposes of the PCC. Funds designated for a particular
purpose t¥the PCC are also unrestricted.
The accounts include transactions, assets, and liabilities for which the PCC is responsible in law. They
do not include the accounts of church groups that owe their main affiliation to another body nor those
that are informal gatherings of Church members,
Incomlng Resources
Voluntary income and capital SoU￿eS
Collections are recognised when received by or on behalf of the PCC.
Planned giving receNable under covenant is recognised only when received.
Income tax recoverable on covenants or gift aid donations is recognised when the income is recognised.
Grants and legacies to the PCC are accounted for as soon as the PCC is notified of its legal entitlement
andthe amount due.
Funds raised by the fete, garden party, and similar events are accounted for gross.
Sales of books and magazines from the church bookstall are accounted for gross.
Otherordinary income
Rental income from the leth.ng of church premises is recognised when the rental is due.
Income from investments
Dividends and interest are accounted for when receivable. Tax recoverable on such income is
recognised in the same accounting year.
Gains and losses on investments
Realised gains or losses are recognised when investments are sold. Unrealised gains or losses are
accounted for on revaluation of investments on 31 December 2024.
Resources Used
Grants
Grants and donations are accounted for when paid over, or when awarded, if that award creates a
binding obligation on the PCC.
Activities directly relating to the woth of the Church.
The Diocesan share is accounted for when payable.Any unpaid at 31st December is provided for in
thesealluÈ as an operational (though not a legal) liability and is shown as a creditor in the Balance
Sheet.

Flxed Assets
Consecrated land and buildlngs and movable church assests.
Consecrated and beneficed property Is excluded fromthe accounts by s.96(2}(a} of the Charities Act
1993.
No value is placed on movable church fumishings held by the churchwardens on special trust for the
PCC and which require a faculty for disposal since thePCC considers this to be Inalienable property.
All expenditure incurred during the year on consecrated or beneficed bulldings and movable church
fumishings, whether maintenance or Improvement, is written off as expenditure in the SOFA and
separately disclosed.
Other fixtures, fittings and office equipment
Equipment used within the church premises is written off in the year of purchase.
Investments
Investments are valued at market value on 31 December 2024 or on the latest information available.
Current assets
Amounts owing to the PCC on 31 December 2024 in respectof fees, rents or other income are shown
as debtors less provision for amounts that may prove uncollectible.
Short-term deposits include cash held on deposit either with the CBF Church of England Funds or at
the bank.

PAROCHIAL CHURCH COUNCIL OF ST MARY THE BLESSED VIRGIN
BURLEY IN WHARFEDALE
TREASURER'S REPORT 2024
This is my fourth Treasurers Report to the APCM, the report has again been put together again
with the help of Duncan Watts, who has assisted with some of the more technical aspects of
the accounting profession. We must also thank our examiner John McGhee who has stepped
in to provide the necessary independence to these accounts and to Sally for allowing him.
The day-to-day operation of the church has generated a substantial loss of around £19,000.
However, due to the Friends of St Mary's fund, and other income from the Deposlt accounts
the loss was redU￿d to around £14,000. This was in line with the budget for the year. It is a
serious financial loss, and these losses cannot be carried on indefinitely. We did however pay
our parish share in full as agreed with the PCC. This is by far our greatest expense, and I
know from conversations with the diocese how grateful they are that we continue to pay this.
The parish share is as stated around £90,000 and although this looks substantial it is artificially
held at a lower amount as the diocese does a recalculation to ensure the share is not being
greater than around 80 % of the church's turnover.
The overall balance sheet that includes the church and the parish centre has reduced by
around £22,000. Unless there is a substantial increase in giving or a reduction of expenditure
the losses incurred by the church and the parish centre will continue.
In 2024 there was a sharp decrease in the expenditure on the church in respect to
maintenance, however we anticipate this will increase this year due to issues with the wall
overlooking the new garden and repairs to the church roof above the vestry.
A budget was agreed by the PCC in November 2024, this anticipated a loss of £30,000.00,
this was agreed by the PCC. However, since then due to the resignation o the Parish
Administrator the losses will reduce as the PCC has agreed not to advertise the post.
Depending on the workload increase on Phil and others it may be that this needs to be
reconsidered. Therefore, at the time of this report the budget agreed by the PCC will remain.
Can I thank all the people who help me with the finances of the church, to Val McKenzie for
the envelopes, for Jason Atkinson for dealing with the collections, petty cash and transferring
this to the bank and to Karen Selby for taking on the role of Parish Centre treasurer.
Can l also finally thank everyone who contributes to the ongoing finances of the church, either
through individual donations or the Central giving Scheme.
John Spen￿r
Treasurer

PAROCHIAL CHURCH COUNCIL OF ST MARY'S THE BLESSED VIRGIN
BURLEY IN WHARFEDALE
BALANCE SHEET 2024
2024
2023
FIXED ASSESTS
Tangible Fixed Assests
131,000 £
131,000
Current Assests
226,863 £
248,556
357,863 £
379,556
LIABILITIES
Amounts Failing within 1 year
4,000 £
3,250
353,863 £
376,306
Movement
22,443 £
30,728
General Reserves 3111212024
Current Account (pcc)
Friends Fund
Parish Centre (Current)
Deposit Account l Funds 3111212024
Pre Payments
50,382 £
16,261 £
10,247 £
147,021 £
2,952 £
75,554
14,682
5,445
149,135
3,740
226,863 £
248,556
Approved by the Parocial Church Council on
zrd /ll￿￿ 2oL£
And Signed on its Behalf by
QL8•

PAROCHIAL CHURCH COUNCIL OF ST MARf• THE BLESSED WRGIN
BURLEY IN WHARFEDALE
NOTES TO THE FINANCIAL STATEMENT . lor lh• y•ar •ndlna 3111212024
TOTALS
INCOMING RESOURCES
Unr••trlct•d Fundg Ro•trfct•d FundB
2024
2023
Plarn•d . Central
FY8nned Glvlrffj . Sl Marfs
Pknned GNtrig. Envdopes
63.379 £
4.S¥XI £
846 £
69.125 £
63,379 £
4,900 £
846 £
69125 É
82.109
8.345
1.932
Collectsonj . 0pM Plalo
3.226 £
1228 £
8.191 £
3,226 £
1226 £
10,191 É
2.493
17
7,171
Dcmatson•
Leo8do8
Bequosls
Llle frno Gmg
FIMT Festiv
Income Tax R•cov•rnbl•
2.159
2,159 £
22,070 £
2.159
23.217
22.070 £
Noto (xrndl￿ lo 2023
103 837 £
107 996 £
2b
vilies to lurth
Ives
Gmls . (See P8ge 7)
3750 £
5.562
2c
FneTrl3 ol Sl Marys
Fees - Baptism. Weddmgs and Fw)er815
1.796
1,796 £
8,930 £
1,809
3.694
6.930
50
2d
Inconie Irorn O
rab Actiwbes lo
eneral Funds
Maga*ne - Sales
Magazlne . Advertislng
1.042 £
1.025 E
1,042 £
1.026 £
677
1 175
2,067 £
2e
Income from
nvestmenlg
Inlerest (Scottlsh WKlowg. CCLA)
Renl
5.723 £
5,723 £
680 £
3.554
205
6.303 £
Other Inc(¥ne lo General
VAT Redatrned 2023>
892 £
191 £
892 £
191 £
3.216
188
1.083 £
3404
TOTAL INCOME
120.219 £
7,955 £
131,924 £
127.623
Not• 1
Anwlod Inc(xTre lax Recoverable Is Irom the mitsal revlew of Parlsh giving by Treasurer
Note 2 ￿led. thlg needs revIe￿9 P8rish Office
Note 3
ll be actcoJnl6d C￿ Recelpl

PAROCHIAL CHURCH COUNCIL OF ST MARYJ THE BLESSED VIRGIN
BURLEY IN WHARFEDALE
NOTES TO THE FINANCIAL STATEMENT - lor th• y•af •ndlng 3111212024
RESOURCES ALLOCATED
TOTALS
Unre•trlct•d Fundi R••lrlct•d Fund•
2024
2023
rants - Mlss
and
hantabl
Nin
Reliel aThJ Deveknpmern Agend89
Home Misslon and Chwrh SocJets'•s
2,250
2244 £
2250 E
3,644 £
1,938
10,159
1,41Y) £
(Aknce Mad• kn th• Accwlls)
5,894 £
12 097
lo
of
3b
Parish Sharo
Mirnsty Clww Expen￿*
EucJw)Bl
.668 £
1332 £
90,668 E
1,332 £
584 £
92.565 £
92.191
554
1294
94,040
92.$65 £
Healing. L￿h111￿1. Wal
6.350 £
2738 £
5238 £
4.211 £
6,350 £
2,738 £
6,236 £
4,211 £
6,181
2494
5,252
14,490
770
522
228
3,345
972
195
1,499
Inc 8bove
Cleanff¥J
Repairs aThl Re￿al5
le•9 (Now Part of re￿derngj
Muwc
Organ Tepatrs
Direclor of Must l Ofg8nist
Telephone•
Employera Nl
769 £
168 £
7.083 £
965 £
749 £
769 £
168 £
7,083 £
965 £
749 £
Empknyers Pens
155 £
Inc 8bove
28.424 £
28,424 £
35,929
nd Ad Inlstra
CIMffth Lfternture
Pansh Administr8tc¥
Pansh Centre Manager
Pnnbty oifice Stats¢￿8ry
836 £
8.180 £
6.189 £
265 £
836 £
8,180 £
6,189 £
265 £
8,958
2,181
15470 £
16.470 £
12.227
i$cenan
nswe
Cornwler Equipff*nl
Posiage I Siabonary
Renl
Relreshmenls
Bank Charges
Tra4ung (FA)
387 £
20 £
1.085 £
859 £
836 £
31X) £
367 £
20 £
1,085 £
859 £
836 £
367
20
859
$54
3,467 £
3,467 £
1.799
TOTAL RESOURCES USED
144,419 £
1,400 £
145,819 £
1 $6.092
Bala￿0
13.894
TOTAL MOVEMEKr
13,894

PAROCHIAL CHURCH COUNCIL OF ST MARf• THE BLESSED VIRGIN
BURLEY IN WHARFEDALE
NOTES TO THE FINANCIAL STATEMENT . lor tho y•ar •ndlng 3111212024
STAFF COSTS
2024
2023
Pansh AdM￿straI
8,336 È
3.450 £
6,938 £
6.120 £
9.151
4.215
2,181
5.120
Pansh Centre Mww9ef
23,844 £
15.$47
FIXED ASSETS FOR USE BY THE PCC
Freelx)Id Lond and
BLllldwffjs
D•en*d Coll 11112023
131.(WJ
131,000
Nel Book Valuo 3111 zr2023
131.CQO

PAROCHIAL CHURCH COUNCIL OF ST MARf• THE BLESSED VIRGIN
BURLEY IN WHARFEDALE
NOTES TO THE FINANCIAL STATEMENT- lor lh• y•*1 •ndlng 3111212024
GIFTS TO MISSION AND CHARMES
SOURCES OF GIFTS
Unrn•trlct•d Fund• R•strkted Funds
2024
2023
PCC Grenl (£350 WKI rnl exFthl8d)
Ovw Grants
Sefvke
3.750 £
3.750 E
2.000 £
1205 £
4.587
4535
1.027
10 149
ALLOCATION
s allocated and
Cnnts
Chddren's Souety
Bwley l TerEle Frtendsknp Tru31
1,205 £
1.206 £
soo £
soo £
39 £
760 £
1,400 £
1.000 £
1.027
B&Aes lo Sdxx)I
Wosl Nepal Dlsat4ed Trus1
Bur* Ccxnnmmlty Tru
Ouey Chrlstlan Rèxxllr•g Hub
Buley COVID reb
Grants Icrf SL•dan
BradfLYd Clxllrl
39 £
750 £
347
750
3.250
1.4
soo É
2.285
4494 £
10,159

BUDGET 2025
INCOME
2025
2024
Christian Giving
A List
Envelopes
Collections in Church
Donations
Income Tax Rebate - Pansh Giving
Income Tax Rebate
Sales - MagaJn8
Sales - Adverbsing
PCC Coffee Moming
Fees I Weddings
Investrnent Income
Grants towards Mission Giving
Donations from Friends Fund
VAT reclaim
Other Income
63,200 00 £
4,800.00 £
1,00000 £
5.000 00 £
3,000 00 £
19,000 00 £
3.000.00 £
1,200,00 £
1,75000 £
65,520.00
5,400 00
2,200 00
5,000 00
3,000.00
16,380 00
3,150.00
1,200.00
1,750 00
6,000.00 £
5,000.00 £
5,000 00
4,500.00
3,000.00 £
1,000.00 £
1,000.00 £
3,000 00
2,000,00
1,000,00
117,950.00 £
119,100.00
Bequests l Legacy
117,950.00 £
119,100.00
Expendlture
Pansh Share
Mission Giving
Clergy Expenditure
Eucharist
Electriaty
Water
Gas
BT
Insurance
Cleaning
Repairs and Renewals
Gardening
Director of Music l Organist
Organ Repairs
Music l Licenses
Sunday School l Rev Expenditure
Choir Fund
Pnnting I Ststionary etc (assume PC pays for this)
Parish Administrator
General Expenses
Church Literature
Parish Centre Manager- PCC now picking up full expenditure due to P( £
Employers Pension plus Nl
90,530.00 £
5,000 00 £
2,000.00 £
500.00 £
2,500.00 £
400.00 £
6,000.00 £
800.00 £
2,500.00 £
4,500.00 £
2,500 00 £
2,000,00 £
8,000.00 £
500.00 £
500.00 £
500.00 £
90,530 00
5,000.00
1,000 00
500.00
2,500 00
400.00
3,000.00
400 00
2,500.00
4,500 00
2,500.00
2,000.00
6,500.00
500 00
500.00
500 00
300.00 £
8,250.00 £
600.00 £
250.00 £
8,250.00 £
600.00 £
300.00
8.250.00
600 00
250.00
8,250.00
600.00
146,980.00 £
141,080 00
Deficlt
29,030.00 £
21,980.00

ST MARY'S PARISH CENTRE
BURLEY IN WHARFEDALE
ACCOUNTS TO THE APCM 2024
INCOME
Transfer from deposit acc
Room Hire
Open Door
Sales of Card
Photocopying
Donations
Deposit Account Interest
Grants
other
TOTAL
2024
5,000 00
18,190 00 £
2023
8,144 52
675.37
3,000 00 £
2,307 34
28,497.34 £
8,819.89
EXPENDITURE
Insurance
Water
Rates
Electricity and Gas
Cleaning
Plus NET- no longer used
Computer servI￿s
TV Li￿nCe
Phones
Photocopying Costs
Consumables
Window Cleaning
Safety and Maintenane
Centre Manager Costs
Petty Cash
Cuppa Cake
1,098,62 £
inc below
171.36
2,507 80
426.88
178 57
1,151.34
159.00
196.28
989.22
304 13
120.00
57.60
621.80
20209 £
4,789,63 £
inc in consumables £
2,147 55 £
169.50 £
675.85 £
3,083 79 £
2,179.19 £
420.00 £
3,578.78 £
inc in PCC account¢
se below
1,504.42 £
268.34
Other
3,787.73 £
479,74
Sub Total
23,695.16 £
7,632.06
Construction Works Inc Architects fees
4,078 80
TOTAL
23,695.16 £
11,710.86
Summary
Deficit / Surplus (Day to Day)
Defict I Suplus inc Transfer from Deposit Account
Surplus Carned Forward - Current Account
Total Funds at the End of Dec 2024
End of Year Bank Balance
Deposit Account
pety cash
197.82
£ 4,802.18
£ 4,802 18
£ 22,245,95
£ 10,247 08
£ 11,929.08
69.79
1,187.83
2,890 97
9,877.02
25,709.02
5,444 90
15,832.00
900
Treasurer
Ksel
Accounts Authorised
John Spencer
21- 7- 2023- .

Burley in Wharfedale Branch Mothers Union
Receipts and Payments- Year ending 31st December 2024
Income
Subscriptions
Strawberry Teas
Donation
Other
Total
2024
£429.00
£162.00
£34.80
2023
£390.00
£300.00
£10.00
£625.80
£700.00
Expenditure
Subs to Diocese
Big Give Christmas Challenge
Total
£429.00
£170.00
£599.00
£390.00
£300.00
£690.00
Account Summary
Opening Cash plus Bank Balance
Income during year
Expenditure during year
Surplus/Deficit generated in year
End of Year Cash in Hand
End of Year Bank Balance
£190.48
£625.80
£599.00
£26.80
£88.80
£128.51
£170.68
£700.00
£690.00
£10.00
£61.97
£128.51
Branch Treasurer
Linda J Nelson
Accounts authorised by
21- z.zozi

Ladies Group
Receipts and Payments- Year ending 31st December 2024
Income
Door
Total
2024
2023
£102
£102
£64
£64
Expendlture
Refreshments
Speakers
Total
£15
£175
£190
£15
£170
£185
Account Summary
Opening Cash plus Bank Balance
Income during year
Expenditure during year
Surplus/Deficit generated in year
End of Year Cash in Hand
End of Year Bank Balance
£786.94
£64.00
£190.00
£126.00
£47.00
£573.94
£829.94
£102.00
£185.00
£83.00
£73.00
£713.94
Branch Treasurer
LJ-K)oknevK
Linda J Nelson
Accounts authorised by
21-I.Lo?g