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2023-12-31-accounts

St Mark's Church, Cambridge.

The Parochial Church Council of the Ecclesiastical Parish of St. Mark, Cambridge Registered Charity No. 1134157

Annual Review and Financial Statements for the year ended 31 December, 2023

St Mark's Church, Cambridge.

Annual Report for 2023

Role of the PCC

St Mark's PCC has the responsibility of co-operating with the Priest-in Charge, in promoting within the ecclesiastical parish the whole mission of the Church; liturgical, pastoral, evangelistic, social and ecumenical. It also has maintenance responsibilities for St Mark's Church, St Mark's burial ground and St Mark's Community Centre.

Membership

Members of the PCC are either ex officio or elected by the Annual Parochial Church Meeting(APCM) in accordance with the Church Representation Rules. During the year the following have served as members of the PCC:

Vicar VACANT
Revd Rachel Rosborough retired 31 July 2023
Wardens Rosemary Gardiner
Nigel Porter
Deputy Warden Hilary Murray
Treasurer Stuart Lingard
Curates Revd Bethan Rodden
Assistant Priests Revd Canon Tom Buchanan
Revd Andrew Hurst
Deanary Synod Margaret Banks
Nigel Porter
Secretary Vacant
Members Rita Lingard
Peter Hampson retired 16 April 2023
Susan Dillon retired 16 April 2023
Hanelore Hagele
Shevanti Roser
Alan Jones
Susan Wagner
Kristine Smythe
Marie Miller
Ross Smythe appointed 16 April 2023
Eleanor Toye Scott appointed 16 April 2023
Sarah Perry appointed 12 October 2023

Committees

The PCC had eight working groups - Eco Church, Education & Discipleship, Children and families, Community Centre, Arts Events, Social Events, Visiting, Charities and two Deanery Synod members.

St Mark's Church, Cambridge.

Annual Report for 2023 - continued

Annual Report St Marks 2023

Church

2023 was the first year when things returned to normal, which meant that we were able to hold all our usual services. For the 8am Sunday service the number coming was between 12-17 people, the 9.30am Sunday service, the number's were between 64-71 and the 11am service on Tuesday was around 10-15. Our work with children and young people is taking a lot long to recover but is going in the right direction. Messy Church & Toddlers is slowly growing in numbers.

However the main event at St Marks, was the departure of Rev Rachel Rosbourgh at the end of July 23. Our curate has held together the church community along with our two assistant priests and lay minister. We continue to have ordinands placed with us. The church continues to be supported by a large number of volunteers. Also a group was formed to review the church lighting. The annual fete has been discarded in favour of two small fairs which take place in front of the church in the Spring and Autumn.

Community Centre

Overall the demand for booking has increased mainly through casual bookings, some of the old groups have not returned for a number of reasons but is still used by a small range of groups. The administration and the bookings of the hall have been combined into one job.

Financial review

The Financial Statements show a deficit of £1,039 (2022: surplus £3,301). Community Centre lettings have improved with a surplus of £4,122 (2022:£287) There was an unrealised gain of £55,475 on investments at the year end giving total investments at the year end of £645,115 (2022: £589,640). Total funds were £755,838 (2022:£659,957).

Reserves policy

It is the PCC policy to maintain a balance on unrestricted funds, which equates to a minimum of two months' unrestricted payments to cover emergency situations that may arise from time to time plus a further one and a half months' unrestricted payments to cover cashflow fluctuations. This equates to approximately £35,000 compared to £115,742 held at the year end. Designated funds could be reassigned as General Funds if approved by the PCC.

In addition, the Community Centre aim to hold a contingency fund of 20% of income in the Community Centre bank account. This equates to approximately £4,000 compared to £13,789 held at the year end. It is the PCC policy to invest fund balances with the CBF Church of England Funds and the CAF Bank Ltd when appropriate.

St Mark's Church, Cambridge.

INDEPENDENT EXAMINER'S UNQUALIFIED REPORT – CHARITABLE TRUST

Independent examiner's report to the Trustees of St Mark’s Church, Cambridge

I report on the accounts of the Trust for the year ended 31 December 2023, which are set out on pages 4 to 9.

Respective responsibilities of trustees and examiner

The charity’s trustees are responsible for the preparation of the accounts. The charity’s trustees consider that an audit is not required for this year under section 144 of the Charities Act 2011 and that an independent examination is needed.

It is my responsibility to:

examine the accounts under section 145 of the 2011 Act;

to follow the procedures laid down in the General Directions given by the Charity Commission under section 145(5)(b) of the 2011 Act; and

to state whether particular matters have come to my attention.

Basis of independent examiner's report

My examination was carried out in accordance with 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 consideration of any unusual items of disclosures in the accounts, and the seeking of 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, no opinion is given as to whether the accounts present a ‘true and fair view’ and the report is limited to those matters set out in the statement below.

Independent examiner's statement

In connection with my examination, no matter has come to my attention:

Lisa King Burdett King Accountancy Limited 8 The Hamiltons Newmarket CB8 0NF

Date: 30 March 2024

St Mark's Church, Cambridge.

The Parochial Church Council of the Ecclesiastical Parish of St Mark, Cambridge.

Registered Charity No.1134157

Annual accounts for the year ended 31 December 2023

Section A Statement of financial activities

Section A Statement of financial activities
Note
Incoming resources
Voluntary income
2(a)
Activities for generating funds
2(b)
Income from investments
2(c)
Church activities
2(d)
Resources expended
Church activities
3(a)
Costs of generating voluntary income
3(b)
Governance costs
3(c)
7
5
Balances c/fwd 31 December
Balances b/fwd 1 January
Net movement in funds
Net incoming/(outgoing) resources before
transfers
Gains and losses on investment assets
Other recognised gains/(losses)
Net incoming/(outgoing) resources before other
recognised gains/(losses)
Gross transfers between funds
Total resources expended
Total incoming resources
Unrestricted
funds
Designated
funds
Restricted
funds
Total this
year
Total last
year
£
£
£
£
£
88,920
10,000
55,781
154,701
124,561
1,723
592
-
2,315
1,929
19,676
-
-
19,676
17,894
3,116
22,754
-
25,870
25,133
113,435
33,346
55,781
202,562
169,517
114,144
18,632
28,255
161,031
149,266
70
795
-
865
214
260
-
-
260
250
114,474
19,427
28,255
162,156
149,730
(1,039)
13,919
27,526
40,406
19,787
-
-
(1,039)
13,919
27,526
40,406
19,787
55,475
55,475
(78,671)
(1,039)
69,394
27,526
95,881
(58,884)
116,781
529,303
13,873
659,957
718,841
115,742
598,697
41,399
755,838
659,957

St Mark's Church, Cambridge.

The Parochial Church Council of the Ecclesiastical Parish of St Mark, Cambridge. Registered Charity No.1134157 Section B Balance sheet as at 31 December 2023

Fixed assets
Investments
Total fixed assets
Current assets
Debtors
CCLA deposit account
Cash at bank and in hand
Total current assets
Creditors: amounts falling due within
one year
Net current assets/(liabilities)
Total assets less current liabilities
Creditors: amounts falling due after
one year
Provisions for liabilities and charges
Net assets
Funds of the Charity
Unrestricted funds
Designated funds
Restricted income funds
Total funds
Other Monetary Assets
Signed by two trustees on behalf of all the
trustees
Note
5

6
7
7
7
Unrestricted
funds
Designated
funds
Restricted
funds
Total this
year
Total last year
£
£
£
£
£
61,417
583,698
645,115
589,640
61,417
583,698
-
645,115
589,640
5,795
1,210
5,366
12,371
1,863
35,195
35,195
30,830
17,590
13,789
36,033
67,412
43,645
58,580
14,999
41,399
114,978
76,338
4,255
-
4,255
6,021
54,325
14,999
41,399
110,723
70,317
115,742
598,697
41,399
755,838
659,957
-
-
-
-
-
-
-
-
-
-
115,742
£
598,697
£
41,399
£
755,838
£
659,957
£
115,742
115,742
116,781
598,697
598,697
529,303
41,399
41,399
13,873
115,742
£
598,697
£
41,399
£
755,838
£
659,957
£
Date of approval
C S Lingard
Print Name
Signature

St Mark's Church, Cambridge.

Section C Notes to the accounts - 31 December 2023

Note 1 Accounting Policies

The financial statements have been prepared in accordance with the Church Accounting Regulations 2006, the Charities Act 2011 and the Charities SORP.

The financial statements have been prepared under the historical cost convention except for the valuation of investment assets, which are shown at market value. The financial statements include all transactions, assets and liabilities for which the PCC is responsible in law.

Funds

Unrestricted funds are general funds which can be used for PCC ordinary purposes.

Designated funds are general funds which have been designated for a particular purpose.

Restricted funds consist of donations received for a specific object or invited by the PCC for a specific object. The funds may only be expended on the specific object for which they were given. Any balance remaining unspent at the end of each year must be carried forward as a balance on that fund. The PCC does not usually invest separately for each fund. Where there is no separate investment, interest is apportioned to individual funds on an average balance basis.

Incoming resources

Planned giving, collections and donations are recognised when received. Tax refunds are recognised when the incoming resource to which they relate is received. Grants and legacies are accounted for when the PCC is legally entitled to the amounts due. Dividends are accounted for when receivable, interest is accrued. All other income is recognised when it is receivable. All incoming resources are accounted for gross.

Resources expended

Grants and donations are accounted for when paid over, or when awarded, if that award creates a binding or constructive obligation on the PCC. The diocesan parish share is accounted for when due. Amounts received specifically for mission are dealt with as restricted funds. All other expenditure is generally recognised when it is incurred and is accounted for gross.

Fixed assets

Consecrated and benefice property is not included in the accounts in accordance with section 10 of the Charities Act 2011.

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. Assets purchased are written off during the year of acquisition.

Investments are valued at market value at 31 December.

St Mark's Church, Cambridge.

Section C Notes to the accounts - 31 December 2023 (cont)

2. INCOMING RESOURCES

2(a) Voluntary income

Tax efficient planned giving Other planned giving Collections at services Charity collections All other giving General donations War Memorial Lighting Appeal Gift Aid recovered Legacies Warm Spaces Other income

Total

2(b) Activities for generating funds

SEEK magazine (advertising) SEEK magazine (sales) Events and fundraising

Total

2(c) Income from investments

Dividend income Interest

Total

2(d) Income from church activities

Fees for weddings and funerals Community Centre income

Total

Total Incoming Resources

----- Start of picture text -----
Restricted Total this Total last
Unrestricte Designated funds year year
£ £ £ £ £
60,810 960 61,770 63,059
2,925 2,925 315
2,970 2,970 1,500
13,382 13,382 16,208
4,348 4,348 3,958
5,782 5,782 2,499
27,718 27,718
15,209 7,909 23,118 19,067
10,000 10,000 13,845
-
1,000
2,658 30 2,688 3,110
88,920 10,000 55,781 154,701 124,561
990 990 1,010
615 615 794
118 592 - 710 125
1,723 592 - 2,315 1,929
17,634 17,634 17,537
2,042 2,042 357
- -
19,676 19,676 17,894
3,116 3,116 3,921
-
22,754 22,754 21,212
-
3,116 22,754 25,870 25,133
£ 113,435 £ 33,346 £ 55,781 £ 202,562 £ 169,517
----- End of picture text -----

St Mark's Church, Cambridge.

Section C Notes to the accounts - 31 December 2023 (cont)

RESOURCES EXPENDED
Church activities
Missionary and charitable giving
Ministry:
Parish share
Clergy expenses
Licences & music
Salaries and fees
(see note below)
Organists and Music Director
Youth work expenses
Church running
Church utility costs
Printing, post & stationery
Church building maintenance
Insurance
SEEK magazine
Burial ground
Warm Spaces
Churchyard & gardens
Church Major works
Community centre running costs
Community centre major works
Total
Generation of voluntary income
Events and appeal costs
Governance costs
Independent Examination
Total Resources Expended
Unrestricte Designated
Restricted
funds
Total this
year
Total last
year
£
£
£
£
£
281
15,716
15,997
20,993
50,955
50,955
41,797
902
902
759
724
724
736
26,061
26,061
19,878
5,580
609
6,189
6,712
1,210
1,210
1,878
7,822
763
8,585
7,339
4,532
4,532
4,654
1,661
1,661
1,547
3,714
3,714
3,568
2,437
2,437
2,310
2,385
2,385
2,125
2,703
1,200
3,903
4,045
-
866
866
2,106
2,106
2,196
1,071
9,101
10,172
7,230
16,962
16,962
15,822
1,670
1,670
5,677
114,144
18,632
28,255
161,031
149,266
70
795
-
865
214
260
260
250
114,474
£
19,427
£
28,255
£
162,156
£
149,730
£

3. RESOURCES EXPENDED

3(a) Church activities

3(b) Generation of voluntary income

3(c) Governance costs

Salaries and fees

  1. Salaries and fees relate to administration, Choir Director and youth/families work.

  2. No payments were made to PCC members other than the reimbursement of expenses paid on behalf of the PCC.

St Mark's Church, Cambridge.

Section C Notes to the accounts - 31 December 2023 (cont)

Note 4 Labour Costs and Payments to PCC members

Salaries, wages and honoraria relate to Youth Workers, and Administrator

Any payments made to PCC members relate to the re-imbursement of Church/Community Centre costs.

Note 5 Investment assets

Fixed assets investments relate to 28,538.24 units of CBF Church of England Investment Fund Value at 31 December 2022: £589,640

Value at 31 December 2023: £645,115 - £589,640 = unrealised gain £55,475

Note 6 Creditors and accuals

Analysis of creditors


Other creditors
Total
This year
Last year
This year
Last year
£
£
£
£
4,255
6,021
-
-
-
-
Amounts falling due
within one year
Amounts falling due
after more than one
year
4,255 6,021
- -

Note 7 Fund movements

----- Start of picture text -----
Fund Fund
balances Incoming Outgoing balances
b/fwd resources resources c/fwd
£ £ £ £
Unrestricted Funds
General Fund £ 116,781 £ 113,435 £ (114,474) £ 115,742
Designated Funds
Community Centre Fund 1,062 22,754 (18,632) 5,184
Major Works & Development Fund 526,246 65,475 591,721
Arts & Events Fund 1,995 592 (795) 1,792
Total Unrestricted Funds £ 529,303 £ 88,821 £ (19,427) 598,697
Restricted Funds
Mission to Gombe - 1,744 (1,744) -
Charity of the Month - 13,972 (13,972)
Flower Fund 16 30 (46) -
Travel Fund 609 (609) -
War Memorial 3,117 5,819 (8,936) -
Warm Spaces 1,000 (866) 134
Organ Appeal 9,131 (717) 8,414
Lighting Appeal - 33,016 (165) 32,851
Burial Ground - 1,200 (1,200) -
Total Restricted Funds £ 13,873 £ 55,781 £ (28,255) 41,399
Total Funds £ 659,957 £ 258,037 £ (162,156) £ 755,838
----- End of picture text -----