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2024-12-31-accounts

ST MARY'S Parish of St Mary with St Peter, Bury St Edmunds TEDMUNDS Church of England Diocese of St Edmundsbury and Ipswich (Thingoe Deanery) Parish of St Mary with St Peter, Bury St Edmunds Annual Report and Financial Statements of the Parochial Church Council for the year ended 31 December 2024 The Parochial Church Council of the Ecclesiastical Parish of St Mary with St Peter, Bury St Edmunds is a registered charity, number 1134666.

OMutsIRewrtfvthÈ￿￿e￿d1￿g3I December2024 I. REFERENCE AND ADMINISTRATIVE D￿Alls INDEPENDENT EXAMINER 2. STRUCTURE, GOVERNANCE AND MANAGEMENT PCC MEMBERSHIP COMMITTEES 3. CHARITABLE AIMS AND PURPOSES PARISH STATISTICS 4. CHARITABLE oBJE￿IVEs 5. ACHIEVEMENTS AND PERFORMANCE WORSHIP MINISTRIES ELECTORAL ROLL AND MEMBERSHIP RAISING VOLUNTARY INCOME THROUGH GIVING li li PARISH SHARE li OTHER ACTIVITIES li OPERATING 8UILDINGS 12 6. STAFFING AND EMPLOYMENT 13 7. FINANCIAL REVIEW 14 8. PLANS FOR THE FUTURE 16

OMutsIRewrtfvthÈ￿￿e￿d1￿g3I December2024 I. REFERENCE AND ADMINISTRATIVE DETAILS St Mary with St Peter Parochial Church Council, Parish Office, St Mary's Church, Honey Hill, Bury St Edmunds, Suffolk IP33 IRT. Email address for further information: jackie.crofts@stmaryschurchbse.org Websites: stmar schurchbse.or st etersbse.uk Parish legal name: Bury St Edmund5, St Mary. Benefice name- Bury St Edmunds- St Mary with St Peter's District Church The PCC banks Wlth Royal Bank of Scotland, Orvmmond House. Edinburgh EH12 9JN and with HSBC, 54 Abbeygate Street. Bury St Edmunds IP33 IU. INDEPENDENT EXAMINER Robin Jackson FCA, Chartered Accountant. Churchgate Accountants Ltd, 18 Langton Place, Bury St Edmund5 IP33 INE. 2. STRUCTURE, GOVERNANCE AND MANAGEMENT The PCC has, as a governing document, two pieces of Church of England legislation, called Measures. These are the Parochial Church Councils IPowersl Measure 19S6 as amended and the Church Representation Rules 2020 as amended. The PCC is constituted as an unincorporated association. It is registered as a charity with the Charity Commission.

OMutsIRewrtfvthÈ￿￿e￿d1￿g3I December2024 PCC MEMBERSHIP Lay representatives of the Diocesan and Deanery Synods, Licensed Lay Ministers and Churchwardens are ex-officio members of the PCC. Lay members were elected at the Annual Parochial Church Meeting IAPCMI, held in April 2024. Vicar The Revd Canon Tiffer Robinson Associate Vicar 1st Peter'sl The Revd Andy Williams Assistant Curate The Revd Dr. Sarah Gull Parish Churchwardens Brian Jones (St Mary's). Philip Lloyd-jones (St Peter's I District Churchwardens Rosie Perham (St Mary's), Gary McDowell (St Peter'sl Deanery Synod Lay Representatives Joanna French 1st Mary's). Philip Lloyd-jones (St Peter'sl PCC Treasurer Colin Firth PCC Secretary Jackie Crofts Elected members (St Mary's) Nigel Beeton, Virginia Dean, Robin Goodchild, Stephen Mills, Joanne Peachey Elected members 1st Peter'sl Jackie Crofts, Phil Hymers, Stuart Lowe, lan Nurcombe, Jane Turner Co-opted members Rob Bream, The Revd David Crofts, Colin Firth Diocesan Synod Lay Representatives Peter Boyt lex officiol

OMutsIRewrtfvthÈ￿￿e￿d1￿g3I December2024 COMMITTEES The Parochial Church Council IPCCI is the trustee body of the charity and is constituted under the Church Representation Rules. The PCC usually meets quarterly. During 2024, the PCC met four times. The Annual Meeting of Parishioners and Annual Parochial Church Meeting was held on 28 April 2024. As usual. this was combined with a service of rededication. The PCC elerted a PCC Standing Committee consisting of the vicar. associate vicar, curate, vice-chair, secretary, treasurer of St Peter's, treasurer of St Mary's. churchwardens and district churchwarden5. The stsnding committee has the power to transact the business of the PCC between its meetings, subject to any directions given by the Council. The standing committee did not meet during 2024. The Thorna5 Clarkson Centre Managernent Commlttee is chaired by David Crofts and covers all aspects of the use and maintenance of this parish asset. St Mary's and St Peter's District Church Councils IDCCSI. The two churches work together under a Scheme of Dele8ation. Each has its own District Church Council, which meets at least four times per year, and reports to the PCC. The separate meetings are able to discuss matters affecting the individual churches. All policy, financial and faculty matters and proposals affecting the whole parish are referred to the PCC. Each church has its own subcommittees. Each church has its own Mission Focus group which considers the support of mission partners and other agencies to deliver the parish's objectives. The patron of the parish is Simeon's Trustees. The wider ministry team Iclergy, lay pastor, readers and lay elders) met four time5 during 2024. The meetings, chief purpose 15 to ensure that the team of preachers and leaders of services are apprised of latest developments and consulted on relevant issues. A full health and safety risk assessment was last carried out in 2015. The health and safety policy was reviewed in 2017, ensuring that there is a policy for each of the three sites. St Mary's health and safety policy was reviewed again in 2022, and the Thomas Clarkson health and safety policy was reviewed again in 2024. The PCC complied with the duty under section 5 of the Safeguarding and Clergy Discipline Measure 2016 Iduty to have regard to House of Bishop's guidance on safeguarding children and vulnerable adults).

OMutsIRewrtfvthÈ￿￿e￿d1￿g3I December2024 3. CHARITABLE AIMS AND PURPOSES Church of England parishes seek to promote the whole mission of the church, pastoral, evangelistic, social and ecumenical. This aim was expressed in a statement in 2017 as follows: we seek to worship the God and Father of our Lord Jesus in the power of the Holy Spirit,. to teach the Bible in a way relevant to everyday life; to grow people in faith, understanding and love,. to equip people to serve others,. to offer people opportunities to meet Jesus and discover forgiveness and new life. PARISH STATISTICS The Parish of St Mary with St Peter is 2.6 square miles of central and 50Uthern Bury St Edmunds, characterised by residential estate5 and town centre businesses. The parish population in 2024 was 12,140. In latest available data, the parish is ranked 8986 out of the Church of England's 12,178 parishes according to indices of deprivation11- most deprivedl. The age profile of residents is older than the national average. The parish's boundaries were enlarged as part of a scheme of local parochial re-organisation enacted by a bishop's order dated l December 2020. The effects are to include land that has been designated for future residential development near to the town, so the population of the parish will increase signiticantly in the next decade. 4. CHARITABLE OBJECTIVES In 2024, we continued to fulfil our aims and purposes including the following public charitable services: Public worship in two churches, using a variety of styles to reach a wide range of people (contemporary worship. choral Morning Prayer and Holy Communion, Book of Common Prayer). This diversity of worship styles is very unusual in a Church of England parish and is a major strength. Public prayer and worship tske place every day. Online live Daily Prayer takes place tive days a week and a committed group of people have engaged with this throughout the year.

OMutsIRewrtfvthÈ￿￿e￿d1￿g3I December2024 Pastoral care and sUPPOrt. St Mary's is a popular church for weddings, but in 2024, the number of weddings was substantially lower than in the previous year. We continued to support bereaved families through funeral ministry, and in 2024 we once again hosted a Town Memorial Service in St Mary's as well as a smaller Parish Memorial Service in St Peter's. We also hosted a small event for local ministers and funeral directors at St Mary's. Baptisms took place in both churches. Opportunities to explore the Christian faith and to deepen personal discipleship with the encouragement of other Christians. Both churche5 have strong small groups for Bible study and prayer. An Alpha course was held in the spring. and a well-supported Advent course took place on the four Thursdays of Advent. St Marys, Church is open seven days a week in normal circumstances and receives a large number of visitors. The historic Grade I listed building is a major attraction. St Mary's Church is the civic church of Bury St Edmunds and welcomes a large number of people to services of widespread local importance. We see this as a vital way of posits'vely relating to many people who do not regularly worship and to promote the welfare of Bury St Edmunds. The vicar works with many local organisations to support their work and to witness to the concern of God for the wider world. The PCC owns the Thomas Clarkson Centre. a former school, next to St Peter's Church in Hospital Road. The Centre is a major community resource for Bury St Edmunds and its extensive facilities are in use throughout the week. During 2024, hire of the Centre was buoyant, although still remaining lower than pre-pandemic. • Bury St Edmunds has well-established ecumenical networks and the parish fully participates in these. Ecumenical initiatives such as Bury Drop In, Bury Town Pastors, Sporting'87 and Bury Christian Youth are supported by the parish and its regular worshippers. The PCC supports a large number of mission and charity partners, through the two churches. This extends our work to fulfil our aims in the wider world. The vicar, the assotiate vitar and the PCC have considered the Charity Commission's guidance on public benefit and the specilic guidance on charities for the advancement of religion. The Parochial Church Council works diligently to ensure it fulfils its responsibilities for safeguarding, employment, financial management. upkeep and repair of its buildings and stewardship of its resources.

OMutsIRewrtfvthÈ￿￿e￿d1￿g3I December2024 5. ACHIEVEMENTS AND PERFORMANCE 2024 was a year of sustained and gradual growth across both churches, as the post pandemic changes have now bedded in. Social ventures at both churches namely Open Kitchen and Warmlcommunity Space have enabled us to form relationships with members of our communities some of which have then felt able to get more involved in church, and to explore faith. We ran the Alpha course for the second time in many years, now an annual fixture in the life of the parish, and held a parish confirmation service with around 20 candidates making a step of faith in a number of ways. St Mary's identified the need to reach young people of secondary School age and was convinced that the way to build ministry amongst this age range some form of paid youth minister was needed, and a5 a result of sharing this vision with the congregations the finance5 5tabili5ed in 2024 enough that we were able to start the process of investing in this. By God's providence the diocese were offering grants for youth and children's ministry, and because of our associate vicar's engagement with a diocesan training programme we were able to apply. and were awarded enough to appoint a part time youth minister for 3 years. We appointed Hannah de Oliveira Lloyd in September 2024 who has been putting things in place to ensure our young people are being well supported and taught, and we hope to see this ministry continue and flourish into 2025. WORSHIP MINISTRIES Throughout 2024, St Mary's held two services on Sunday mornings, with a contemporary service at 9:15am and a more traditional service at 11am, as well as a midweek service. St Peter's continued with their morning service at 10..30am each Sunday. In addition, St Mary's held evening services on one or two Sundays each month throughout the year, and St Peter's continued its monthly Sunday evening informal praise service. Through the course of 2024, midweek services took place at care homes in our parish. Each month, a Parish Prayer meeting was held on Zoom. A St Peter's Vision Prayer Meeting was held weekly, also on Zoom. Online daily prayer was held five days a week on the days when there were no other services, reaching around 10- 20 people. Churth Attendance St Mary's. has two regular services on Sundays. The 9.15 service is served by an excellent contemporary band led by Jim Herrington which has grown from the four very committed members in 2022 to include several more musicians who play regularly. This allows for more

OMutsIRewrtfvthÈ￿￿e￿d1￿g3I December2024 flexibility when musicians need to be absent. The choir has seen many new members over 2024 though also some stepping back due to other commitments, and has continued to grow in experience and confi.dence Thanks is due to our Director of Music DB and his skill and commitment and leadership. alongside the Choir Association and choir members who give 50 much of their time and talents. There has been an increase in attendance at the 9..15am service over the last year. Attendance at the midweek service of Holy Communion has stayed fairly constant, while attendance at other Sunday services has dropped. Our number of new regular worshippers was 221761 including 71161 children. and 61101 of our regular worshippers moved to other churches, became housebound or died. Average attendances in 2024120231 are a5 follow5: The 9..15am contemporary service averages 901851 of whom 11171 are under 16 years. Children's groups are held each Sunday under the banner of Ener8ise, and a new group - Nextgen - has been introduced for those in school year 7 and above. The 11am traditional service averages 601791 of whom 31111 are under 16 years. A service of Choral Evensong took place once or twice a month. The average attendance at this was 341421 of whom 1111 was under 16 years. There is also a Holy Communion service every Wednesday. The numbers attending here average 251251. The two morning ¢ongre8ations combined for a number of special services throughout the vear. These included Easter, where the attendance was 28412001 ofwhom 381161 were under 16 years,. the service with Annual District Church Meeting, where the attendance was 1381951, of whom 12151 were under 16 years- Harvest, with an attendance of 14611401, of whom 131121 were under 16 years,. and Christmas, where the attendance was 11411161, of whom 23171 were under 16 years. The whole parish joined together in May 2024 for a Service of Confirmation and Reaffirmation, which was held at St Mary's Church. Twelve candidates from St Mary's and St Peter's Churches, were confirmed at this service, 5 were baptized and 2 were admitted to communion. The total attendance was 205. The Good Friday meditation service was attended by 621481 people, ofwhom 6 were under 16 years. Advent and Christmas services included the Advent service, which 781521 attended,. St Mary's carol service, attended by 37712861. of whom 19 were under 16 years,. the crib

OMutsIRewrtfvthÈ￿￿e￿d1￿g3I December2024 service, attended by 31211881 and the midnight communion, which 16511511 attended, of whom 3 were under 16 years. Civic services included Battle of Britain, where the attendance was 31412251, of whom 73141 were under 16 and Remembrance, where the attendance was 52015271, ofwhom 9911151 were under 16. Other special services included a joint Ascension Day service with the Cathedral, which took place at St Mary's1124 attended ofwhom I was under the age of 161; Jankyn Smyth, which 30313251 attended, of whom 14211811 were under the age of 16 and the Town Memorial Service to remember before God those who have died, which had an attendance of 201 11431. St Mary's Church was open for visits from 10.30am - 3pm six days a week. 17,756116,6631 visitors came to the church during the year outside services and events. 'Thefiguresfvr average congregation at St Mary s are now based on the medianfigurefor the yeor. Thefigures in bracket5 are bosed on the mean overoge ottendoncefor the year in 2023. ** Thefigure5 for 2023 ure Skewed by occ05ional bt7pttsms in the Service, combined Services and civic 5ervice5 being included. Anecdotally, regular attendance was c105er to 55 adult5 and 2 children in 2023. We have now changed our reportyng System 50 thatfrom 2024 onwt7rds these special 5ervice5 are not included in 11am attendance. St Peter's holds a 10..30am service every Sunday, with an average attendance of around 68 1701. This includes an average of 601641 adults and 8161 children. Children's groups were held on 35 Sundays durin8 2024. St Peter's also holds an informal praise service most months, with an average attendance of 211211. Lent and Easter services at St Peter'5 included an Ash Wednesday service of Holy Cornmunion, which wa5 attended by 151151 people, a Maundy Thursday service, which was attended by 261281 people, a Good Friday all age service, which was attended by 321371 people and the Easter Sunday service. which was attended by 921801 people. Special Christmas services included the Nativity Service, attended by 761671 people of whom 12 were under 16. Carols by Candlelight, attended by 18411401 people of whom 25 were under 16 and the Christmas Day family communion, which was attended by 761581 people of whom 7 were under 16. Service5 for life events Ibaptisms. weddings and funera151 were held in both churches. At St Mary's Church, the numbers (with 2023 figures in brackets) were.. 1111 thanksgiving services for the birth of a child- 17181 baptisms.. 71161 weddinEs,' 1101 wedding blessing,. 2 io

OMutsIRewrtfvthÈ￿￿e￿d1￿g3I December2024 101 renewal of marriage vows lof which one was held in a care homel,. 91171 funerals. memorial services for 4111 people. At St Peter's Church there were 0111 thanksgiving services for a child,. 1101 baptisms- 0121 weddings,. 0101 wedding blessings- 0101 renewal of marriage vows,. 2151 funerals, and 0101 memorial services. The parish conducted 231161 funerals at a crematorium or cemetery in 2024, making a total of 341381 funeral services condurted by members of staff as well as 3111 memorial services Iremembering 4 people) and 5151 interments of ashes. ELECTORAL ROLL AND MEMBERSHIP In 2024, we carried out revisions of the Electoral Roll in April. At the Annual Parochial Church Meeting there were 29512791 on the electoral roll. Of these, 22012061 were on St Mary's electoral roll, and 781751 were on St Peter's roll. 3121 appeared on both rolls. RAISING VOLUNTARY INCOME THROUGH GIVING At St Mary's in 2024 £176,05612023 £131,468) was given to the general fund through collections, tax effective regular giving and general donations. £22,72212023 £19,823) was given by or through the church for other charities or good causes. At St Peter's in 2024 £80,12412023 £82.1341 was given to the general fund through collections, tax effective regular giving and general donations. £15,23012023 £15,838) was given by or through the church for other charities or good causes. PARISH SHARE The parish contribution to the diocesan share wa5 £156,000 {2023 £156,000). In 2025 the parish will pay a contribution of E156.000. OTHER ACTIVITIES St Mary's shares the site of the ancient and ruined Abbey of St Edmund with the cathedral, the public Abbey Gardens and others. The two churches joined together to organise a Trumber of social events throughout 2024. The men's group met monthly for breakfast. Lunch & Chat continued to provide an opportunity for socialisatr.on and food once a month and was well attended. The Little Fishes li

OMutsIRewrtfvthÈ￿￿e￿d1￿g3I December2024 group for young children with their carers increased their sessions from monthly to twice a month from the beginning of 2024. An average of 8- 9 families attended each month. St Mary's ran a pop-in cafe each month throughout the year, and the Time Together social event took place four times through the course of the year. A pop-up bookshop operated at St Mary's on the first Wednesday of each month throughout the year. Interactive exhibitions for schools were put on at Easter and at Christmas (Road to Easter and Road to Christmasl, and were well supported and much appreciated by those who attended. The Sometimes on Sunday group met in July 2024 for the first time since before the pandemic, and they then met for harvest and to experience the Road to Christmas exhibition. St Peter's continued with their weekly community cafe and the monthly Tea and Chat event, as well as a weekly community space each Saturday. where people can drop in for refreshments and to socialise. They also held a men's bowls evening once a month. We seek to encourage people to work both with other churches in the town, and the work of the Christian church in the wider community. People from the congregations work with BCY IBury Christian Youth), the Bury Drop in, Town Pastors, Sporting 87 la Christian football clubl, CAP Ichristians against poverty) and the St John's Ecumenical Centre. OPERATING BUILDINGS The parish maintains St Mary's Church, St Peter's Church and the Thoma5 Clarkson Centre. A5 usual, regular maintenance and services were carried out in all the buildings. St Mary's Church had a relatively quiet year in 2024. We continue to have meetings with James Rolls, the Diocesan Zero Carbon officer. We have considered using a heat pump and having underfloor heating, at present this would be prohibitively expensive despite generous grants. Access to the tower roof has been improved - a new trap door has been fitted,. handrails have been added to the loft ladder and the ladder from the Bell Chamber has been repaired. The meeting room has been redecorated. and the photos and paintings have been stored elsewhere. The shed housinE the gas meter has been repeatedly vandalized, it has been decided not to lock it. Our energy supplier, Total Energies, is aware and has not raised any objection. Three broken glass quarries in the north aisle have been replaced. New cushions have been fitted in the nave pews. The proposal to glaze the Lady Chapel to create a warm soundproof area has been investigated again and found to be impossible. The plan 12

OMutsIRewrtfvthÈ￿￿e￿d1￿g3I December2024 to move the chamber organ in the Military Chapel to Glemsford church to accommodate a hanging cupboard for the communion table frontals has failed- Glemsford church no longer want it. We contr.nue to discuss Health and Safety issues. including lone working and working at heights. At St Peter's Church all of the maintenance and servicing work was completed. including the reports and tests required by our insurance company. The Archdeacon's visitation was carried out by the Rural Dean on 11 June 2024, when the documentation was reviewed, and was completed successfully. The Quinquennial work from the report two and a half years ago has almost been concluded. The only outstanding work is the masonry repairs. By the time the works were approved by the DAC, the appointed stonemason was fully booked during the remaining period of 2024 that was suitable for undertaking it. It is planned that the work will be done in the spring of 2025. In the latter part of 2024, the gas-fired hot air heating system was not heating the church effectively. On the second visit by a heating engineer it was identified that there was a fault with the thermostat of one of the 2 heaters. Replacement parts are on order and the system will be repaired when they are available. At the Thomas Clarkson Centre, some temporary repairs were made to the Sawbridge Hall floor. A quinquennial inspection was Carried out towards the end of the year, and we will be considering the report from this as we move forward into 2025. 6. STAFFING AND EMPLOYMENT The Reverend Canon Tiffer Robinson has served as vicar and incumbent of the parish since October 2022. Andy Williams continues to serve the congregation at St Peter's, where he completed his curacy before being licensed as Associate Vicar with responsibility for St Peter's in February 2022. In 2024, the parish employed an Event5 Manager. a Church Administrator. a Caretaker and a Director of Music. The parish a150 employs two cleaners. Hannah de Oliveira Lloyd was appointed as Youth Worker in September 2024. A very large proportion of the attivity in the parish is undertaken by volunteers and we are very grateful for their work. We have a good team of retired, self-5upporting and lay 13

OMutsIRewrtfvthÈ￿￿e￿d1￿g3I December2024 ministers who support the work of the stipendiary clergy. as well as many lay volunteers who give up their time to fulfil a whole variety of roles in the life of our churches. 7. FINANCIAL REVIEW The financial statements have been prepared in accordance with the accounting policie5 set out in notes to the accounts and comply with the charity's governing document, the Charities Acts 2011 and 2022 and Accounting and Reporting by Charities.. Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland published on 16 July 2014, the latest edition being dated October 2019. Acr055 the whole Parish income of oll funds for 2024 amounted to £405,03312023 £340,162) as shown on the financial statements. That included income from bequests and donations in memoriam totaling £3,60712023 £6,898). Of those amounts for 2024 £1,607 was to be used for unrestricted purposes and £2,000 for restricted purposes. No Diocesan Energy Support grant12023 £8,514) was received by St Mary's. No Diocesan Energy Support grant12023 £4821 was received by St Peter's and no grant12023 £1,000) from the local authority. £46.11312023 £35,8741 tame from letting the parish hall, which was supplemented by a Local Authority grant of £l,00012023 £1,CNJ4 Diocesan Energy Support grant). £31,82312023 £27,903) was received as investment income, £7.70612023 £10,9991 from such main charitable activities as weddings and funeral services and the balance of £314,78412023 £247,4881 came primarily from church members. There were more exceptional items in 2024 within the £314,784 than in 2023. At Mary's £11,484 was raised from event fees and other fundraising activities12023 £4,926), no amount was raised for Choir Association activities12023 £1.0891 and a Diocesan grant of £20,00012023 nill was received to fund the costs of youth work. Stripping out these exceptional items, the recurrent income raised from the congregations amounts to about £283,30012023 £241,4731. This represented an increase of slightly more than 17%. Again, taking the Parish as a whole, expenditure on charitable activities totaled £381,886 12023 £416,363). Thu5, expenditure on charitable activities across the parish fell from 2023 to 2024 by £34,477. That decrease was split between a decrease of £41,425 at St Mary's, an increase of £3,866 at St Peter's and an increase of £3,082 at the Thomas Clarkson Centre. The main change5 at St Mary's were as follows. £26.77012023 £50,376) wa5 spent on Fabric at St Mary'5. £5,38512023 nil) wa5 spent on youth work funded by the Diocesan grant. No amount12023 £23.7001 was spent on upgrading the sound and visual system at St Mary's. £189,95712023 £188.1491 was spent on charitable acknvities through General Fund. The main changes at St Peter's were a5 follows. £14.20312023 £10,558) was spent at St Peter's 14

OMutsIRewrtfvthÈ￿￿e￿d1￿g3I December2024 on Fabric including preparation for a planned extension to the church building. £80,300 12023 £80,584) was spent on charitable activities through General Fund. £30012023 £2,200) was expended through Love Gift Fund. £90012023 nil) was expended through the People in Need Fund. £1,45812023 nil) was expended through the Lunch and Chat Fund. £40,427 12023 £37,345) was spent at the Thomas Clarkson Centre, the increase being mainly attributable to an increase of £3,0(K) in contributions to Parish costs. Expenditure on charitable activities included donations and grants to other charities totaling £37,95212023 £35,661). In addition to expenditure on main charitable artivities. costs of fundraising were small.. £2,746 in 20241£1.986 in 20231. After tsking into consideration a rise in the value of our investments by £27,04612023 £86,516) our income and gains therefore exceeded our expenditure and losses by £47,447 12023 £8,329). Income of £3,607 was attributable to bequests and donations in memoriam 12023 £6,898) and a surplus of £7,52412023 deficit £1801 generated by the Thomas Clarkson Centre. Each of the three component parts of the PCC'S financial activities has a reserves policy appropriate to its circumstances. At the end of 2024 St Mary's had total net assets. excluding permanent endowments, of £954,568. That is made up of £226,748 balances on unrestricted funds and £727,820 balances on restricted funds. Within unrestricted funds, the main balances for day-to-dav purposes are the general fund and a linked fund together having a balance of £48,163. This balance is consistent with a reserves policy of holding suffi'cient in such reserves to pay three months recurrent bills, and, in addition. general reserves can have recourse to the Mission Development Fund. The Mission Development Fund is the other main unrestricted fund with a balance of about £175.CNJO, which the PCC aims to use for development rather than simply maintenance of the mission life of the church, but can, if needed, be used to support the general fund. The main reserves within restricted funds are the Fabric Fund and linked funds, which have total balances of £645,429. The PCC wishes to retain £221,022 consisting of the Rae portfolio intact, leaving £424,407 available to meet any urgent work on the fabric of St Mary's. The £424,407 include5 equity-ba5ed investments of £379,049, which are subject to stock market fluctuations. St Peter's has net assets of £407,720. The main components of these are a Fabric Fund balance of £354,874 lincluding the surplus on linked investments), other restricted fund balances of £7,537, the balance of the Daphne Swatman Mission Fund of £18,276 and a General Fund balance of £27,033. sufficient to meet normal recurrent bills over a period slightly more than four months. The Thomas Clarkson Centre has net assets of £618,919. That includes the building itself at a valuation of £250,000 plus expenditure incurred to the end of 2013 of £323,600 on 15

OMutsIRewrtfvthÈ￿￿e￿d1￿g3I December2024 planning and building the extension of the hall. General realisable reserves of £45,320 are held. These are sufficient to meet short-term likely refurbishment costs and to meet recurrent bills for six months. Amounts not expected to be used in a period of about five years since acquisition are held in equity based pooled investments with the Church of England Investment Fund. Across the Parish these assets, excluding endowment funds, total about £918.500. These rose in value in 2024 by 2.3%. This investment fund has an ethical approach consistent with Church of England ethical principles. £8,338 is held in bond based pooled investments with the Church of England Short Duration Bond Fund and £11,381 available to the PCC held by the Diocesan Board of Finance. A further amount of £468,855 is held with various banks, of which £45,000 is held on deposit with the Church of England Deposit Fund. Much of the amounts held with Church of England Deposit Fund is held available to be spent on any urgent unplanned building work at St Mary's church. Bank deposit balances are held at a high level by St Peter's in anticipation of work to be carried out on the Fabric of St Peter's. 8. PLANS FOR THE FUTURE 2024 was a year of consolidating the grovrth God has blessed us with in 2023, with a view to unlocking further numerical and spiritual growth in 2025 The key areas the vicar wishes to develop at St Mary's going into 2025 and beyond are: Enabling both main sunday con8regations to thrive in their own distinctive directions, with a high quality of music and teaching. To ensure the contemporary worship and the choral excellence of the church Continues to thrive and enable us to worship God faithfully. To support the Director of Music as we transition the choir from one based primarily around the choral education of children to a flourishing parish choir for all ages. Focussing on mission and ministry to young people, through Sunday children's discipleship and occasional events (such as Road to Christmas and Road to Easterl, and through the youth ministry headed up by Hannah de Oliveira Lloyd, the parish youth worker. Growing all of the congregations in number and in depth, through preaching, Alpha, home groups. and encouraging Christians to be more open about their faith to those around them. Maintaining the healthy financial situation. and continuing to encourage sacrificial regular Eiving, and being good stewards with the treasure God has entrusted to us. 16

Independent Examiner's Report to the trustees of St Marfs with St Peterfs Parochial Church Council I report on the accounts of St Marfs With St Peterfs Parochial Church Council for the year ended 31 December 2024, which are set out on pages I to 24. This report is made solely to the trustees. as a body. in accordance with the General Direction5 given by the Charity Comrni55ion. My work has been undertaken so that I might state to the charity's trustees those matters l am required to state to them in an independent examiner's report and for no other purpose. To the fullest extent permitted by law, I do not accept or assume responsibility to anyone other than the charity and the charity'5 trustees as a body, for my work. for this report. or for the opinion51 have formed. Respettive respon51bllltles of the trustees and examlnei The charity's trustees are responsible for the preparation of the accounts. The trustee5 consider that an audit is not required for thi5 year under section 144 of the Charities Act 2011 Ithe Charities Actl and that an independent examination is needed. The charl￿S gross income exceeded £250.QM)O and l am qualified to undertake the examination by bein8 a qualified member of the ICAEW. It is my responsibility to: examine the accounts under section 145 of the Charities Act- follow the procedures laid down in the General Directions given by the Chority Commission under section 14515llbl of the Charities Act: and to state whether particular matters have come to my attention. Basis of Independent examlnerfs 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 comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeks explanation5 from you os 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 fairf view and the report is limited to those matters set out in the statement below. Independent emamlner's statement In connection with my examination, no material matters have come to my attention which give5 me cause to believe that in, any material respect-. the accounting records were not kept in accordance with section 130 of the Charities Art,. or the accounts did not accord with the accounting records: or the accounts did not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2LI)8 other than any requirement that the accounts give o 'true and fairf view which is not a matter considered a5 part of an independent examination. I have come across no other matters in connection with the examination to which attention shoLJld be drawn in thi5 rep order to enable a proper understanding of the accounts to be reached. Signed Robin Jackson FCA Chartered Accountant Churchgate Accountants Limited Langton Place Bury St Edmunds

INDEX PAGE
StatementofFinanciatActivitiesfortheParishincorporating
St Mary's, St Peter's andtheThomas CtarksonCentre
1
Balance Sheetat31 December 7074fortheParish
incorporating 5tMary's, St Peter's andtheThomas CtarksonCentre
2
CashF[owStatementfortheParishincorporating
St Mary's,5tPeter's andtheThomas CtarksonCentre
Statementof trustees'responsibitities
AccountingPoticies
StMary'sincomeandexpenditure offunds
St Mary'sdetailsoffundbatances
St Peter'sincomeandexpenditure offunds
St Peter'sdetaitsof fundbatances
ThomasCtarkonCentre detaitsofincomeandexpenditure
Notestofinancia[statements
- 3
4
5to6
7to11
12
'13to15
15
16
17to24

PAROCHIAL CHURCH COUNCIL OF ST MARY'S WITH ST PETER'S BURY ST EDMUNDS

STATEMENT OF FINANCIAL ACTIVITIES For the year ended 31 December 2024

ST MARY'S ST PETER'S ST PETER'S THOMAS CLARKSON CENTRE THOMAS CLARKSON CENTRE THOMAS CLARKSON CENTRE PARISH PARISH
Unrestricted Restricted Endowment TOTAL Unrestricted Restricted TOTAL Unrestricted Restricted TOTAL TOTAL
Funds Funds Funds FUNDS Funds Funds FUNDS Funds Funds FUNDS FUNDS
2024 2023 2024 2023 2024 2023 2024 2023
Note £ £ £ £ £ £ £ £ £ £ £ £
Income and endowments from
Donations and legacies 2(a),2(c),4(a),4(c),6 180367 34703 215070 166706 80424 11413 91837 91850 1000 1000 1004 307907 259560
Other trading activities 2(a),2(c),4(a),4(c),6 10879 605 11484 5826 46113 46113 35874 57597 41700
Investments 2(a),2(c),4(a),4(c),6 6421 18973 25394 24443 817 4774 5591 3173 838 838 287 31823 27903
Charitable activities 2(a),2(c),4(a),4(c),6 6485 430 6915 9021 791 791 1978 7706 10999
__ __ __ _ __ __ __ ___ __ __________
TOTAL INCOME AND ENDOWMENTS 204152 54711 258863 205996 82032 16187 98219 97001 47951 0 47951 37165 405033 340162
-------------- -------------- -------------- ------------------------- -------------- -------------------------- ------------ --------------------------------------------------------------------------------
Expenditure on
Raising funds 2(b),2(d),4(b),4(d),6 2746 2746 1986 0 0 2746 1986
Charitable activities 2(b),2(d),4(b),4(d),6 194586 39103 233689 275114 81716 26054 107770 103904 40427 40427 37345 381886 416363
__ __ __ _ __ __ __ ___ __ __________
TOTAL EXPENDITURE 197332 39103 236435 277100 81716 26054 107770 103904 40427 0 40427 37345 384632 418349
-------------- -------------- -------------- ------------------------- -------------- -------------------------- ------------ --------------------------------------------------------------------------------
Net gains/(losses) on investments 3371 13833 1209 18413 67419 8633 8633 19097 27046 86516
-------------- -------------- -------------- ------------------------- -------------- -------------------------- ------------ --------------------------------------------------------------------------------
Net Income and gains/(expenditure and losses) 10191 29441 1209 40841 (3685) 316 (1234) (918) 12194 7524 0 7524 (180) 47447 8329
Transfer between funds 8692 (8692) 0 0 (1200) 1200 0 0 0 0 0 0
-------------- -------------- -------------- ------------------------- -------------- -------------------------- ----------- --------------------------------------------------------------------------------
Net Income and gains/(expenditure and losses)
before other recognised gains and losses 18883 20749 1209 40841 (3685) (884) (34) (918) 12194 7524 0 7524 (180) 47447 8329
Other recognised gains/losses
Gains (losses) on revaluation of fixed assets
Actuarial gains/losses on defined benefit pension schemes
__ __ __ _ __ __ __ _ ______ __ __________
NET MOVEMENT IN FUNDS 18883 20749 1209 40841 (3685) (884) (34) (918) 12194 7524 0 7524 (180) 47447 8329
Total funds brought forward 3,5,6 207865 707071 52884 967820 971505 46193 362445 408638 396444 611395 611395 611575 1987853 1979524
at beginning of year
__ __ __ _ __ __ __ _ ______ __ __________
Total funds carried forward
at end of year 3,5,6 226748 727820 54093 1008661 967820 45309 362411 407720 408638 618919 0 618919 611395 2035300 1987853
**__ ** __ __ _ **__ ** **__ ** __ **___ ** **__ ** __________

1

PM¢OCHIAL CHURCH COUNCIL OF ST WITH ST PETEifs. BURYST EDIIUNDS BALANCE SHEET AT 31 DECEM8ER 2024 2D23 St Mary5 S¢ P•t•rfs Cl8on Centr• Pwknh St Marf8 St P8tef• Cla￿son Contre Parllh FIXED ￿sET8 T8wib IrwestmeTrt5 Inv8simenls Reginald Fur￿and portrdio Fat￿¢ portfolio 573599 sn599 31￿J7 248781 245812 178701 573599 573599 311718 243157 240312 17￿68 319C¥17 248781 245812 311718 243157 240312 12 178701 17[ CURRENT ASSETS stock ofcarO8. guides & t￿$ Debl¢Ks and prepaymen15 Cash ai and In hand 4202 37321 180471 4202 1265 8303 47Q954 13 1774 52720 7PA12 182751 501 47902 240301 CURRENT LIABILrriES Greditty5 14 1fj6451 191741 1427521 1191851 I10￿j7) 1315231 NET CURRENT ASSETS 195C61 229)19 172833 238570 37T96 448999 15 NET ASSETS ILKW661 40n20 618919 967820 408638 611395 1987853 FUNDS 16 Endo¥rnent Rtrstricled Unreslridgd 54093 727820 226748 51093 10W)231 8￿976 52884 1069516 865463 362411 707071 207865 362445 46193 818919 611395 TOTAL FUNDS IrxJ8661 40772 618919 40B638 811395 1987853 This ba￿e she* rorrns pwt d a¢trxmis apwoved w 25 March 2025 PCC Chairman PCC Treasurer

PAROCHIAL CHURCH COUNCIL OF ST MARY'S WITH ST PETER'S, BURY ST EDMUNDS

CASH FLOW STATEMENTS FOR YEAR ENDED 31 DECEMBER 2024

Note 2024 2024 2023 2023
£ £
St Mary's St Peter's Thomas
Clarkson Centre
Parish St Mary's St Peter's Thomas
Clarkson Centre
Parish
Net cash inflow from operating activities (27674) (10228) 3980 (33922) (100167) (11321) (275) (111763)
Interest received 8 25394 5591 838 31823 24443 3173 287 27903
Interest paid 15 0 0 0 0 0 0 0 0
Net cash inflow from investments 25394 5591 838 31823 24443 3173 287 27903
(Capital expenditure) 10 0 0
Sale of investments 0 0
(Purchase of investments) 0 0
______ ______ _____ _ ______ _____ ____ _
Increase/(decrease) in Cash (2280) (4637) 4818 (2099) (75724) (8148) 12 (83860)
====== ====== ==== ======= ====== ====== ===== =======
Reconciliation of operating surplus to net cash inflow from operating activities
Operating surplus/(deficit) SOFA 40841 (918) 7524 47447 (3685) 12194 (180) 8329
(Investment income) 8/15 (25394) (5591) (838) (31823) (24443) (3173) (287) (27903)
(Gains)/losses on investments SOFA (18413) (8633) (27046) (67419) (19097) (86516)
Depreciation 10 0 0
Decrease/(Increase) in stock (2937) (2937) (15) (15)
Decrease/(Increase) in debtors 13 (29519) 0 (1273) (30792) 1308 0 (336) 972
Increase/(decrease) in creditors 14 7748 4914 (1433) 11229 (5913) (1245) 528 (6630)
______ _ _____ _ _ _____ _____ _
Net cash inflow from operating activities (27674) (10228) 3980 (33922) (100167) (11321) (275) (111763)
====== ====== ====== ======= ======= ====== ===== =======
Reconciliation of net cash flow to movement in cash and bank balances
Increase/(decrease) in cash in year (2280) (4637) 4818 (2099) (75724) (8148) 12 (83860)
Cash and bank balances at beginning of year 182751 240301 47902 470954 258475 248449 47890 554814
______ _ ______ _ _ ______ ______ _
Cash and bank balances at end of year 180471 235664 52720 468855 182751 240301 47902 470954
====== ====== ====== ======= ======= ====== ===== =======

3

Statement of trustees' responsibilities

The trustees are responsible for preparing the Trustees' Report and the financial statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice).

The law applicable to charities in England & Wales requires the trustees to prepare financial statements for each financial year which give a true and fair view of the state of affairs of the charity and of the incoming resources and application of resources of the charity for that period. In preparing these financial statements, the trustees are required to:

The trustees are responsible for keeping proper accounting records that disclose with reasonable accuracy at any time the financial position of the charity and enable them to ensure that the financial statements comply with the Charities Act 2011, the Charity (Accounts and Reports) Regulations and the Church Accounting Regulations 2006. They are also responsible for safeguarding the assets of the charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

In so far as the trustees are aware:

4

PAROCHIAL CHURCH COUNCIL OF ST MARY'S WITH ST PETER'S, BURY ST EDMUNDS

Notes to the Financial Statements For the year ending 31 December 2024

1 Accounting Policies

Basis of financial statements

The financial statements have been prepared under the Church Accounting Regulations 2006 in accordance with applicable accounting standards and the current Statement of Recommended Practice, Accounting and Reporting by Charities and applicable accounting standard FRS 102.

The financial statements have been prepared under the historic cost convention except for investment assets, which are shown at market value. The financial statements include transactions, assets and liabilities for which the PCC is responsible in law. They do not include the accounts of any church groups that owe their main affiliation to another body nor those that are informal gatherings of church members.

Fund accounting

General funds represent the funds of the PCC that are not subject to any restrictions regarding their use and are available to be spent on the general purposes of the PCC. Funds designated for a particular purpose by the PCC are also unrestricted. The unrestricted funds of each of St Mary's and St Peter's Churches are, in practice, restricted to the furtherance of mission primarily as decided by the District Council of each respective Church.

Restricted funds are those funds that must be spent on restricted purposes and details of the funds held and restrictions are provided in the notes to the financial statements. Endowment funds, where the capital must be retained, are explained in note 17.

Incoming Resources

Donations and legacies

Planned giving, collections and similar donations are recognised when received. Tax refunds are recognised in the final amount claimable for the tax year ending in the period of accounts plus an interim claim in respect of the next following tax year. Grants and legacies to the PCC are accounted 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.

Income from other trading activities

Funds raised by letting the Thomas Clarkson Centre (parish hall), fund raising events and sales of cards and guides from the church bookstall are accounted for gross.

Income from investment

Dividends and interest are accounted for when declared receivable.

Income from Charitable Activities

Income is recognised for the period in which it is earned.

Resources used

Grants

Grants and donations are accounted for when paid over, or when awarded, if that award creates a binding or constructive obligation on the PCC.

5

1 Accounting Policies (Continued)

Activities directly related to the work of the Church

The diocesan parish share expected to be paid over is accounted for when due.

Other expenditure

All other expenditure is recognised when it is incurred and is accounted for gross.

Gains and losses on investments

Realised gains and losses are recognised when investments are sold. Unrealised gains or losses are accounted for on revaluation of investments at 31 December.

Fixed Assets

Consecrated land and buildings and movable church furnishings

Consecrated and beneficed property is excluded from the accounts by s. 10(2)(a) and (c) 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 accounted for as inalienable property unless consecrated. They are listed in the church’s Inventory which can be inspected at any reasonable time. For inalienable property acquired prior to 2001, there is insufficient cost information available and therefore such assets are not valued in the accounts. Items acquired since 1 January 2001 have been capitalised and depreciated in the accounts over their currently anticipated useful economic life on a straight line basis.

All expenditure incurred during the year on consecrated or beneficed buildings, individual items under £2,500 or on the repair of movable church furnishings acquired before 1 January 2001 is written off.

Other land and buildings

The Thomas Clarkson (formerly Hyndman) Centre is shown at valuation so as to conform with SORP issued on 16 July 2014. Prior to SORP 2005 it was excluded since the PCC has a policy of long term retention of these assets. These assets are included at valuation on the balance sheet since reliable cost information is not available. Any expenditure on maintenance is written off as incurred.

Other fixtures, fittings and office equipment

Equipment used within the church premises is depreciated on a straight line basis over 4 years. Individual items of equipment with a purchase price of £1,000 or less are written off when the asset is acquired.

Investments

Investments are valued at market value at 31 December.

Current assets

Amounts owing to the PCC at 31 December in respect of fees, rent or other income are shown as debtors less any provision for amounts that may prove uncollectible.

Short-term deposits include cash held on deposit either with the CBF Church of England Deposit Fund or at the bank.

6

Note 2 St Mary's Church Summary of income of unrestricted funds

Total General Clergy Mission Social & Sound Tiddlywinks
Housing Development Fellowship Happy Hands
Income and endowments: donations and legacies 180367 176056 1000 3311
Income from other trading activities 10879 10879
Income from Investments 6421 2758 3663
Income from Charitable activities 6485 6485
Other income 0
Total income of unrestricted funds 204152 196178 0 4663 3311 0 0
Summary of expenditure of unrestricted funds
Total General Clergy Mission Social & Sound Tiddlywinks
Housing Development Fellowship Happy Hands
Expenditure on Raising Funds
Cost of generating Giving income 0
Fundraising trading: costs of goods sold 2746 2746
Expenditure on Charitable activities 194586 189957 629 3658 342
Total expenditure of unrestricted funds 197332 192703 629 0 3658 342 0
Summary of income of restricted funds
Total Choir Fabric Flowers Grant Aided Mission Organ Projects
Association Youth Work
Income and endowments: donations and legacies 34703 2629 20000 4816 50 7208
Income from other trading activities 605 605
Income from Investments 18973 18686 15 272
Income from Charitable activities 430 430
Other income
Total income of restricted funds 54711 0 21315 1050 20000 4816 322 7208
Summary of expenditure of restricted funds
Total Choir Fabric Flowers Grant Aided Mission Organ Projects
Association Youth Work
Expenditure on Raising Funds
Fundraising trading: costs of goods sold 0
Expenditure on Charitable activities 39103 26770 1228 5385 4816 904
Total expenditure of restricted funds 39103 0 26770 1228 5385 4816 0 904

7

Note 2(a) St Mary's Church

Income of unrestricted funds

2024 2023
Income and endowments
Donations and legacies
Fund Description of Income
General Planned Giving attracting tax relief 92921 76906
Tax recovered 28151 21212
Collections and visitors' donations 54984 33350
Diocesan Energy Grant 8514
______ 176056 _ 139982
Mission Development Bequests
Jane Aston 1000
Faith Margaret Walker 5898
______ 1000 _ 5898
Social & Fellowship Donations 337 60
Open Kitchen 2974 2884
______ 3311 _ 2944
------------ ------------
180367 148824
====== ======
Income from other trading activities
Fund Description of Income
General Postcards, books, CD's & sundries 1619 1305
Concerts and fundraising events 9260 3621
--------- ---------
10879 4926
===== =====
Income from Investments
Fund Description of Income
General Interest and dividends 2758 2335
Mission Development Interest and dividends 3663 3535
--------- ---------
6421 5870
===== =====
Income from Charitable activities
Fund Description of Income
General Wedding etc. fees 6485 8231
--------- ---------
Total 6485 8231
===== =====

8

Note 2(b) St Mary's Church

Expenditure of unrestricted funds

2024 2023 2023
Expenditure on Raising funds
Fund Description of Expenditure
General Cost of generating voluntary giving 492
Postcards, books, CD's & sundries 692 640
Costs of concerts and fundraising events 2054 826
--------- ---------
2746 1958
===== =====
Expenditure on Charitable activities
Fund Description of Expenditure
General Parish Share paid to Diocese 80330 90070
Clergy expenses 1656 739
Alpha course etc. 798 408
Children's material 394 50
Bibles, books, wine & candles 1244 955
Musical costs 17184 15954
Utilities & insurance 35764 40251
Wedding etc. expenses 2248 1293
______ 139618 ______ 149720
General Office running costs 1208 448
Parish administrators 20810 15382
Payroll administration 1620 1164
Youth work subscription 252 252
Caretaker work at Sunday services 1976 1264
Printing, stationery and advert. 2485 2757
Photocopying & paper 733 1245
Sundries 1674 1908
Telephone 563 723
Deanery 20 20
Independent Examination costs 1092 100
______ 32433 ______ 25263
General Grants made 17906 13166
Clergy Housing Maintenance Work on conservatory 629
Mission Development Sound system improvements 23700
Social & Fellowship Refreshments etc. 1346 1031
Costs of Open Kitchen 2312 1373
______ 3658 ______ 2404
Sound Microphones, batteries and wages 342 737
------------ ------------
Total 194586 214990
======= =======

9

Note 2(c) St Mary's Church

Income of restricted funds

2024 2023
Income and endowments
Donations and legacies
Fund Description of Income
Choir Association Donations and subscriptions etc. 775
Fabric Other grants and donations 629 124
Bequest - Heulwen Stewart 2000
_____ 2629 _____ 124
Flower Donations 250
Grant aided Youth Work Diocesan grant 20000
Mission Collections and monthly giving 4816 6657
Organ Donations 50
Projects Donation for Alpha banner 60
Donation for Children's library 50 200
Donation for gardener at vicarage 1000 1000
Donation for Youth work 3500
Donation Time Together 326 233
Road to Christmas 32
Donations for staff wages 5800 5083
_____ 7208 _____ 10076
---------- --------
34703 17882
====== =====
Income from other trading activities
Fund Description of Income
Choir Association Fund raising income 314
Flower Fund raising income 605 586
--------- ---------
Total 605 900
===== =====
Income from Investments
Fund Description of Income
Fabric Dividends from Sayer bequest 894 881
Dividends from Rae bequest 5998 5906
Dividends from Fursland portfolio 6681 6578
Other investment income 5113 4925
_____ 18686 _____ 18290
Flower 15 15
Organ Dividends from Plumpton bequest 272 268
--------- --------
Total 18973 18573
===== =====
Income from Charitable activities
Fund Description of Income
Flower Wedding fees & donations 430 790
--------- --------
Total 430 790
===== =====

10

Note 2(d) St Mary's Church

Expenditure of restricted funds

2024 2023
Expenditure on Raising funds
Fund Description of Expenditure
Flower Costs of fundraising 28
====== =====
Expenditure on Charitable activities
Fund Description of Expenditure
Choir Association Choir activities 0 826
Fabric Carpentry 3284
Caretaker 6219 5776
Flags and flagpole repairs 300 126
Glass repairs 288
Lighting and electrical 1966 8503
Miscellaneous 879 1174
Painting 145 2088
Pew cushions 12035
Quinquennial work 417 29016
Statutory tests & maintenance 1237 1701
Tree removal 1992
______ 26770 ______ 50376
Flower Provision of flowers etc. 1228 1588
Grant aided Youth Work Employment costs 5275
Expenses 110
______ 5385 ______ 0
Mission Grants made 4816 6657
Projects Alpha Banner 70
Gardener at vicarage 639 441
Road to Christmas 12
Sometimes on Sunday 53
Time Together 212 154
______ 904 ______ 677
---------- ---------
Total 39103 60124
====== =====

11

Note 3 St Mary's Church Details of Fund Balances at end of year

Fund Balances
2024 2023
£ £
Unrestricted Funds
General Fund 17058 17631
Surplus on CBF Shares 31105 30377
Clergy Housing Maintenance Fund 2371 2200
Mission Development Fund 129510 113407
Surplus on Mission Development portfolio 45544 42901
Social and Fellowship 402 749
Sound Fund 228 70
Tiddlywinks/Happy Hands 530 530
----------- -----------
3(A) 226748 207865
====== =====
Restricted Funds
Choir Association 4952 4952
Fabric Fund 267501 275848
Flower Fund 1175 1353
Grant Aided Youth Work 14615
Mission Fund 0 0
Organ Fund 39238 38916
Phoenix Folk Group 1 1
Projects Fund 12518 12014
Surplus on Croasdale & fabric
committee portfolios 26063 25339
Surplus on DBF deposit 9892 9485
Surplus on Fursland portfolio 118492 112992
Surplus on Porter portfolio 62182 59925
Surplus on Rae portfolio 171191 166246
----------- -----------
3(B) 727820 707071
====== =====

Expenditure on St Mary's Fabric can have recourse to the amount of the aggregate balances on the Fabric Fund plus the surpluses on the Croasdale & fabric committee, Fursland, Porter and Rae portfolios. At 31 December 2024 this was £645,429 (2023 £640,350)

Endowment Funds
Sayer Bequest 32950 32213
Plumpton Bequest 10035 9811
Raingate Street Charity 4023 3933
Chancel Repair Fund 5665 5538
J Sutton Charity 426 417
St Mary's Estate 740 723
Lady Rivers Charity 254 249
--------- ---------
54093 52884
===== =====

12

Note 4 St Peter's Church

Summary of income of unrestricted funds

Summary of income of unrestricted funds
Total General Daphne
Swatman
Mission
Income and endowments: donations and legacies 80424 80124 300
Income from other trading activities
Income from Investments 817 817
Income from Charitable activities 791 791
Other income
Total income of unrestricted funds 82032 80915 1117
Summary of expenditure of unrestricted funds
Total General Daphne
Swatman
Mission
Expenditure on Raising Funds
Fundraising trading: costs of goods sold
Expenditure on Charitable activities 81716 80300 1416
Total expenditure of unrestricted funds 81716 80300 1416
Summary of income of restricted funds
Total Fabric Little Fishes Love Gift Lunch Mission People Tea
(Toddler) & Chat in Need & Chat
Income and endowments: donations and legacies 11413 250 2051 9039 73
Income from other trading activities
Income from Investments 4774 4774
Income from Charitable activities
Other income
Total income of restricted funds 16187 4774 250 0 2051 9039 0 73
Summary of expenditure of restricted funds
Total Fabric Little Fishes Love Gift Lunch Mission People Tea
(Toddler) & Chat in Need & Chat
Expenditure on Raising Funds 0
Expenditure on Charitable activities 26054 14203 154 300 1458 9039 900
Total expenditure of unrestricted funds 26054 14203 154 300 1458 9039 900 0

13

Note 4(a) St Peter's Church Income of unrestricted funds

2024 2023
Income and endowments
Donations and legacies
Fund Description of Income
General Regular Planned Giving 63864 60007
Tax recovered 14655 14108
Other collections and donations 1535 7483
Special events/miscellaneous 70 536
______ 80124 ______ 82134
Daphne Swatman Mission Donations 300 309
----------- -----------
80424 82443
====== =====
Income from Investments
Fund Description of Income
Daphne Swatman Mission Interest 817 437
----------- -----------
817 437
===== =====
Income from Charitable activities
Fund Description of Income
General Wedding etc. fees 791 1978
===== =====
Note 4(b) St Peter's Church
Expenditure of unrestricted funds
2024 2023
Expenditure on Charitable activities
Fund Description of Expenditure
General Parish Share paid to
Diocese 63670 61930
Clergy, readers & others' expenses 493 1035
Bibles, wine, candles & flowers 195 816
Musical activities costs 632 402
Utilities, insurance & maintenance 3116 4759
Wedding etc. expenses 50 581
Specific groups/services 613 311
______ 68769 ______ 69834
Parish administration 4439 3683
Depreciation
Printing, photocopying and advert. 419 343
Miscellaneous 170 73
Independent Examination Fee 312 100
______ 5340 ______ 4199
General Grants made 6191 6551
______ 80300 ______ 80584
Daphne Swatman Mission Outreach expenditure 1416 1223
----------- -----------
Total 81716 81807
====== =====

14

Note 4(c) St Peter's Church Income of restricted funds

Note 4(c) St Peter's Church
Income of restricted funds
2024 2023
Income and endowments
Donations and legacies
Fund Description of Income
Fabric Donations 0 0
Little Fishes Donations & subscriptions 250 120
Love Gift Donations 0 0
Lunch and Chat Donations & subscriptions 2051 0
Mission Collections and monthly giving 9039 9287
People in Need Donations 0 0
Tea and Chat Donations 73 0
----------- ------------
Total 11413 9407
====== =======
Income from Investments
Fund Description of Income
Fabric Interest 4774 2736
----------- -----------
Total 4774 2736
===== =====
Note 4(d) St Peter's Church
Expenditure of restricted funds
2024 2023
Expenditure on raising Funds
Fund Description of Expenditure
Expenditure on Charitable activities
Fund Description of Expenditure
Fabric Building Extension 10352 6444
Insurance 1362 1092
Maintenance 2119 2670
Miscellaneous 370 352
______ 14203 ______ 10558
Little Fishes Expenditure of Toddlers 154 52
Love Gift Support given 300 2200
Lunch and Chat Provision of meals 1458
Mission Grants made 9039 9287
People in Need Support given 900
Tea and Chat Social expenditure
--------- --------
26054 22097
===== =====
Note 5 St Peter's Church
Details of Fund Balances at end of year
Fund Balances 2024 2023
£ £
Unrestricted Funds General Fund 27033 27618
Daphne Swatman Mission 18276 18575
--------- -----------
45309 46193
===== ======
Restricted Funds Fabric 276173 285602
Surplus on Fabric portfolio 78701 70068
Little Fishes (Toddler Group) 475 379
Love Gift 1546 1246
Lunch and Chat 593 0
Mission 0 0
People in Need 4850 5150
Tea and Chat 73 0
--------- -----------
362411 362445
===== =====

15

Note 6 Thomas Clarkson Centre Details of income and expenditure

Destination

Note THOMAS CLARKSON CENTRE

For the year ended 31 December 2024

2024 2024 2024 2023 2023 2023
£ £ £ £
General Fund
Income
6(a) Local Authority Grant 1000
Diocesan Energy Grant 1004
6(b) Donations 0
6(c) Hiring income 46113 35874
6(d) Bank interest 838 287
______ 47951 _____ 37165
Expenditure
Cleaning 7976 7060
Gas 4654 5928
Electricity 1913 2231
Refuse Collection 469 504
Water Rates 983 667
Insurance 1015 815
Maintenance & Fittings 4364 4376
Building works
Internet 548 500
Sundry expenditure 349 264
Independent Examination 156
Administration of bookings 6000 11000
Parish Share paid to Diocese 12000 4000
6(e) ______ (40427) _____ (37345)
_ _
Surplus/(deficit) for year 7524 (180)
6(g) Balance b/f 611395 611575
Transfer to Refurbishment Fund (4000)
--------- ----------
6(h) Balance c/f 614919 611395
====== ======
Refurbishment Fund
6(i) Income
6(j) Expenditure
_ _
Surplus/(deficit) for year 0 0
Balance b/f 0 0
Transfer from General Fund 4000 0
-------- --------
Balance c/f 4000 0
==== ====

16

7 Staff costs

7 Staff costs 2024 2023 £ £ Thomas St Mary's St Peter's Clarkson Parish Parish Centre Wages, salaries and social security 57708 4439 12915 75062 65436

Notes to the Financial Statements (continued)

For the year ended 31 December 2024

During the year the PCC employed at St Mary's a Director of Music, an assistant organist, a choir leader, two parish administrators, a caretaker and a cleaner. The PCC also employed a cleaner at the Thomas Clarkson Centre. The parish administrators' roles were reorganised during 2021 on the basis of two part time jobs and were employed partly on work related to St Mary's, St Peter's and the Thomas Clarkson Centre. During 2024 the PCC started to employ a youth worker meeting the needs of both churches based mainly at St Mary's.

All employees earned below £60,000 pa. All employees were employed part time.

The average number of full time equivalent employees for the year for the Parish was 4.

Employers' National Insurance costs amounting to £ nil (2023 £ nil) were included in the costs reported in this note.

Employers' occupational pension costs under a defined contribution scheme with NEST amounted to £2,991 (2023 £2,440).

The salaries paid in the year to PCC employees who were also members of PCC or close family of such members were as follows: Administrator including Events Management Mrs J Crofts £23,129.

The salaries of the Administrators are set by St Mary's Finance Committee. Mrs J Crofts is not a member of that committee. The salaries are endorsed by the PCC. Mrs J Crofts disqualifies herself from consideration by the PCC of her salary.

Three members of the PCC were reimbursed travelling, telephone and other expenses totalling £2,024.

8 Investment Income

The gross investment income arising from each class of investment is disclosed as follows.

2024 2023
£ £
Thomas
St Mary's
St Peter's
Clarkson Parish Parish
Centre
Income from investments listed on a
recognised stock exchange and from ones
valued by reference to such investments 21600 21600 21236
Other investments - cash deposits 3794
5591
838 10223 6667
__ ___ _____ ______ _____
25394
5591
838 31823 27903
===== ===== =====
====== =====
9 Transfers between Funds
Funds affected Reason for transfer
St Mary's 2024 2023
£ £
From Fabric Fund to General Fund Insurance/alarm on Fabric met by Fabric Fund 8768 6763
To General Fund from Fabric Fund Insurance/alarm on Fabric met by Fabric Fund (8768) (6763)
From Fabric Fund to General Fund Cost of heating Fabric met by Fabric Fund 6159
To General Fund from Fabric Fund Cost of heating Fabric met by Fabric Fund (6159)
To Sound Fund from General Fund Maintenance and operation of sound system 500 750
From General Fund to Sound Fund Maintenance and operation of sound system (500) (750)
From Projects Fund to General Fund Donations restricted to paying Staff wages 5800 5083
To General Fund from Projects Fund Donations restricted to paying Staff wages (5800) (5083)
From Projects Fund to General Fund Donations from Time Together 44
To General Fund from Projects Fund Donations from Time Together (44)
To Clergy Housing Fund from General Fund Addition to designated fund to maintain housing 800 800
From General Fund to Clergy Housing Fund Addition to designated fund to maintain housing (800) (800)
From Mission Development Fund to General Fund Investment income used to support General Fund 3663 3535
To General Fund from Mission Development Fund Investment income used to support General Fund (3663) (3535)
From Mission Development Fund to General Fund Previous years' income to support General Fund and restoration (27138) 10868
To General Fund from Mission Development Fund Previous years' income to support General Fund and restoration 27138 (10868)
From Mission Development Fund to Fabric Fund Cost of pew cushions borne by Mission Development Fund 12035
To Mission Development Fund from Fabric Fund Cost of pew cushions borne by Mission Development Fund (12035)
__ ______
Total Transfers 0 0
======= =======
St Peter's 2024 2023
£ £
From General Fund to Love Gift Fund Tithed giving to support Love Gift Fund 600 600
To Love Gift Fund from General Fund Tithed giving to support Love Gift Fund (600) (600)
From General Fund to People in Need Tithed giving for People in Need Fund 600 600
To People in Need from General Fund Tithed giving for People in Need Fund (600) (600)
To General Fund from Social & Fellowship Fund Social & Fellowship activities absorbed in General 1705
From Social & Fellowship Fund to General Fund Social & Fellowship activities absorbed in General (1705)
__ ______
0 0
======= =======
Thomas Clarkson Centre 2024 2023
£ £
From General Fund to Refurbishment Fund Creation of designated fund for work on building & contents (4000)
To Refurbishment Fund from General Fund Creation of designated fund for work on building & contents 4000
__ ______
0 0
======= =======

17

Notes to the Financial Statements (continued)

For the year ended 31 December 2024

10 Fixed assets for use by PCC 10 Fixed assets for use by PCC St Mary's
£
General
Office
Equipment
Projector Audio Visual
Equipment
Copier Total
Cost At 31 December 2023 1767 6695 0 2645 11107
Additions 0
Disposals 0
Cost At 31 December 2024 1767 6695 0 2645 11107
==== ==== ==== ==== ====
Accumulated depreciation At 31 December 2023 1767 6695 0 2645 11107
Charge for year 0 0
Depreciation on disposals 0
Accumulated depreciation At 31 December 2024 1767 6695 0 2645 11107
==== ==== ==== ==== ====
Net Book Value At 31 December 2024 0 0 0 0 0
==== ==== ==== ==== ====
Net Book Value At 31 December 2023 0 0 0 0 0
==== ==== ==== ==== ====
St Peter's
£
Chairs Audio Visual
Equipment
Copier Total
Cost At 31 December 2023 9419 0 1323 10742
Additions 0
Disposals 0
Cost At 31 December 2024 9419 0 1323 10742
==== ==== ==== ====
Accumulated depreciation At 31 December 2023 9419 0 1323 10742
Charge for year 0 0
Depreciation on disposals 0
Accumulated depreciation At 31 December 2024 9419 0 1323 10742
==== ==== ==== ====
Net Book Value At 31 December 2024 0 0 0 0
==== ==== ==== ====
Net Book Value At 31 December 2023 0 0 0 0
==== ==== ==== ====
Thomas Clarkson Centre
£
2024 2023
Property at valuation At 31 December 2012 & 2013 250000 250000
Expenditure of Development to 31 December 2009 21776 21776
Expenditure of Development Y/E 31 December 2010 104934 104934
Expenditure of Development Y/E 31 December 2011 185375 185375
Expenditure of Development Y/E 31 December 2012 7714 7714
Expenditure of Development Y/E 31 December 2013 3800 3800
______ ______
Valuation and development expenditure at end of year 573599 573599
======= ======

The Clarkson Centre has been included at a valuation as at 31 December 2005 together with expenditure on work on the extension to the Centre. The valuation was carried out by Tony Redman, MA, BSc, FRICS, IHBC. His qualification to carry out this valuation is as a partner in the firm of Whitworth Co-Partnership, Chartered Architects and Surveyors.

The basis of valuation is to value the PCC's freehold interest in the School Unit, car park and orchard at Hospital Road Bury St Edmunds on a "value in use" basis. The valuation excludes the consecrated ground and the structure of St Peter's Church. It recognises that the use of the site is limited to any ecclesiastical purpose affecting the parish and any purposes in connection with educational schemes for providing facilities for the spiritual moral and physical training of persons residing in or near the parish. The title to the site is held as custodian trustee by the Diocesan Board of Finance.

There are no surviving records of the historical cost of this site.

It was not valued prior to 2005, since, under SORP 1995, it has been excluded from the Balance Sheet by reason of its having been regarded as an "historic asset".

Depreciation has not been charged in respect of the Thomas Clarkson Centre. This is in the context of the potential depreciation charge and the accumulated depreciation not being material because the estimated residual value of the asset is not materially different from the carrying amount of the asset. The asset has been subject to an impairment review. That review has concluded that the net realisable value is not lower than the net book value.

18

Notes to the Financial Statements (continued)

For the year ended 31 December 2024

11 Investments - fixed assets
St Mary's 2024 2023
£
£
Endowments at market value 54093 52884
General Fund assets
- Central Board of Finance at market value (cost £1406; 2023 £1406) 32511 31783
Chancel Repair assets at market value
- St Edmundsbury and Ipswich DBF 11381 10974
Rae portfolio at market value
- Central Board of Finance Investment Fund (cost £101503; 2023 £101503) 221022 216077
__ __
319007 311718
======= =======
Croasdale and Fabric Committee portfolios at market value
- Central Board of Finance Investment Fund (cost £15453; 2023 £15453) 32389 31665
Mission Development portfolio at market value
- Central Board of Finance Fixed Interest Fund (cost £9447; 2023 £9447) 8338 8094
- Central Board of Finance Investment Fund (cost £54764; 2023 £54764) 107206 104807
Porter portfolio at market value
- CBF Investment Fund (cost £71487; 2023 £71487) 100848 98591
______ ______
248781 243157
======= =======
St Mary's: for Fabric Fund
Fursland CBF portfolio (original value £163,996; 2023 £163,996) 245812 240312
______ ______
245812 240312
===== =====
12 Investments
St Peter's 2024 2023
£
£
Fabric portfolio at market value
- Central Board of Finance Investment fund (cost£100,000; 2023 £100,000) 178701 170068
===== =====

13 Debtors

13 Debtors
St Mary's St Peter's Thomas
Clarkson
Parish Parish
Centre 2023
Tax recoverable:
restricted funds 640 640 495
unrestricted funds 0
Restricted funds 2791 2791 1146
Prepayments 555 555 401
Amounts due from other
parts of Parish 213 213 0
Other debtors 33122 1774 34896 6261
______ _ _ ______ ______
37321 0 1774 39095 8303
====== ======= ====== ====== ======
14 Current liabilities
St Mary's St Peter's Thomas
Clarkson
Parish Parish
Centre 2023
Creditor restricted funds:
Mission collections 2405 1842 4247 3167
Fabric 0 0
Other 146 146 0
Accruals & deferred income 19876 4800 8961 33637 23838
Amounts due to other
parts of Parish 213 213 0
Other creditors 4506 3 4509 4518
______ _____ _____ ______ _____
26933 6645 9174 42752 31523
====== ===== ====== ====== =====

19

Notes to the Financial Statements (continued) For the year ended 31 December 2024

15 Loans

No loans received from outside the PCC were outstanding at any time in the period of these financial statements

16 Analysis of Net Assets by Fund
St Mary's Unrestricted Restricted Endowment Total Total
Funds Funds Funds 2023
£ £ £ £
Fixed asset investments
Endowments 54093 54093 52884
CBF Investments 32511 32511 31783
DBF Investments 11381 11381 10974
Rae portfolio 221022 221022 216077
Porter portfolio 100848 100848 98591
Tangible assets 0 0
Current asset investments
Croasdale & Fabric Committee 32389 32389 31665
CBF Mission Development portfolio 115544 115544 112901
Stock of guides, cards & books 4202 4202 1265
Debtors & prepayments 33890 3431 37321 7802
CBF Deposit Fund balances 15187 29638 44825 44825
Bank balances & deposits 49796 85639 135435 137715
Creditors (24382) (2551) (26933) (19185)
_ _ ______ __ __
226748 481797 54093 762638 727297
Current asset investment
For St Mary Fabric Fund
Reginald Fursland portfolio
CBF Investment Fund 245812 245812 240312
CBF Deposit Fund balances 211 211 211
_ _ ______ __ __
226748 727820 54093 1008661 967820
======= ======= ====== ======= =======
St Peter's Unrestricted Restricted Total Total
Funds Funds 2023
£ £ £ £
Tangible Assets 0 0
Bank balances & deposits 50112 185552 235664 240301
CBF Investments 178701 178701 170068
Debtors & prepayments 0 0
Creditors (4803) (1842) (6645) (1731)
_ _ __ __
45309 362411 407720 408638
======= ======= ======= =======
Thomas Clarkson Centre Unrestricted Restricted Total Total
Funds Funds 2023
£ £ £ £
Property 250000 250000 250000
Expenditure on development 323599 323599 323599
Bank balances & deposits 52720 52720 47902
Debtors & prepayments 1774 1774 501
Creditors (9174) (9174) (10607)
_ _ __ __
618919 0 618919 611395
======= ======= ======= =======

20

Notes to the Financial Statements (continued)

For the year ended 31 December 2024

17 Fund details St Mary's

17 Fund details
St Mary's
17 Fund details
St Mary's
The unrestricted funds were designated as follows :
General Fund furtherance of the mission of St Mary's
Surplus on CBF shares surplus on General Fund investment therefore available to supplement General Fund
Clergy Housing Fund fund to finance maintenance of Clergy Housing for areas not maintained by Diocese
Mission Development financing of projects to advance the mission of St Mary's
Surplus on Mission surplus on Mission Development Fund investments therefore available to supplement
Development portfolio Mission Development Fund
Social & Fellowship Fund internal and external mission
Sound Fund maintenance and refurbishment of sound system
Tiddlywinks/Happy Hands Fund work with young children & parents
The restricted funds consist of:
Choir Association to maintain and develop St Mary's Choir
Fabric Fund to maintain and improve the Church fabric
Flowers Fund provision of flowers and floral displays
Grant Aided Youth Work Fund to provided Youth Work support by Diocesan grants
Mission Fund collections on behalf of other church societies & secular charities
Organ Fund to renovate and improve the Church organ
Phoenix Folk Group Fund to bring music to the wider community; dormant
Projects Fund Projects to improve the environment for worship within St Mary's
Surplus on Fursland portfolio Surplus on investments held from 2011 for Fabric Fund therefore available to
supplement Fabric Fund
Surplus on Porter portfolio Surplus on Fabric Fund investments therefore available to supplement Fabric Fund
Surplus on Rae portfolio Surplus on Fabric Fund investments therefore available to supplement Fabric Fund
Surplus on DBF deposit to maintain and improve the Church fabric particularly the Chancel
Surplus on Croasdale
bequest & fabric stocks Surplus on Fabric Fund investments therefore available to supplement Fabric Fund
The endowment funds consist of :
Name Value (£)
Valuation Date
Endowment in favour of
Sayer bequest 32950
31/12/2024
Fabric
Plumpton bequest 10035
31/12/2024
Organ
Raingate Street charity 4023
31/12/2024
General/Mission Development
Chancel Repair Fund 5665
31/12/2024
Fabric/insurance
J Sutton 426
31/12/2024
General
St Mary's Estate 740
31/12/2024
General
Lady Rivers Charity 254
31/12/2024
General

Though St Mary's receives the income on the Sayer Bequest, Plumpton bequest and Raingate Street Charity, and is entitled to the income on the Chancel repair fund, the capital is held by the Diocesan Board of Finance, as custodian trustee who hold the capital in the form of shares in the Central Board of Finance Investment Fund. St Mary's PCC holds the capital of the J Sutton, St Mary's Estate and Lady Rivers Charity in the form of shares in COIF Charities Investment Fund, shares in the CBF Investment Fund and shares in the CBF Investment Fund respectively. These are all permanent endowments which the PCC is not permitted to realise.

21

Notes to the Financial Statements (continued)

For the year ended 31 December 2024

17 Fund details (Continued) St Peter's

The unrestricted fund consists of :

General Daphne Swatman Mission Fund

furtherance of the mission of St Peter's bequests and donations for the development of mission This fund was characterised prior to 2013 as a Restricted Fund In 2016 this fund was renamed and absorbed the balance of the formerly named Mission Development Fund

The restricted funds consist of:

Fabric Fund

Surplus on Fabric portfolio

Little Fishes (Toddler Group) Fund Love Gift Fund

Lunch and Chat Fund Mission Fund People in Immediate Need Fund People in Need Fund Social & Fellowship Fund Tea and Chat Fund

to maintain, reorder and improve the Church fabric In 2016 this fund was renamed and absorbed the balance of the formerly named Reordering Fund Surplus on Fabric Fund investments therefore available to supplement Fabric Fund work with young children & parents giving a gift that is not urgent or essential but an expression of God’s love, expressed through His church provision of meals and companionship for older people collections on behalf of other church societies & secular charities renamed 2024 People in Need Fund giving relief to people in need internal and external mission; dormant contributions from an informal series of afternoon meetings

Thomas Clarkson Centre

The unrestricted fund consists of: General Fund letting and investment income and running costs Refurbishment Fund reserves designated to be used for major work on building & contents The restricted fund consists of: Appeal for equipment Special appeal for equipment and expenditure on that equipment; dormant

18 Bequests

The total bequests and donations in memoriam for the year were as follows

2024 2023
£ £
St Mary's St Peter's Parish Parish
Restricted and Designated Funds
including Fabric Fund
Heulwen Stewart 2000 2000
Unrestricted Funds
Anne Hutton 607 607 1000
Jane Aston 1000 1000 5898
_ _ ______ _
3607 0 3607 6898
======= ======= ====== ======

19 Grants made and collections paid to others

The following grants were made to other organisations and individuals

2024 2023
£ £
St Mary's
from restricted funds 4816 6657
from unrestricted funds 17906 13166
---------- ----------
total 22722 19823
===== =====
St Peter's
from restricted funds 9039 9287
from unrestricted funds 6191 6551
---------- ----------
total 15230 15838
===== =====
Parish total 37952 35661
===== =====

22

Notes to the Financial Statements (continued)

For the year ended 31 December 2024

19 Grants made and collections paid to others (Continued)

The recipients of these grants were as follows:

2024 2023
St Mary's St Peter's Parish Parish
£ £
A2B (Aid to Balkans) 1200 1200 1200
BCY 1671 1200 2871 2127
Bury Drop In Centre 1671 1671 1032
Bury Town Pastors 1671 1200 2871 1450
CAP (Christians Against Poverty) 1200 1200 1200
Churches Together 141 66 207 132
Dignity Freedom Network 1671 1671 937
Global Hope 105 105 942
Gwomtanzi church roof appeal 0 1381
Montgomery Heights 1671 1671 1422
OMF International 20 20 0
Open Doors 1145 1145 1673
RAF Benevolent Fund 562 562 644
Royal British Legion 903 25 928 793
St George's Day 123 123 0
SIM/Fifields 6488 6488 6380
SIM/How will they Hear/Greece 1200 1200 1200
Simeon Trustees 100 100 200 200
Sporting 87 1671 1671 922
Storehouse 9039 9039 9332
Tanzania Church Partnership Association 0 0
Tearfund 1891 1891 270
Turkey/Syria appeal 0 678
Ukraine Appeals 1218 1218 1361
Other 0 385
--------- --------- --------- ---------
22722 15230 37952 35661
====== ===== ====== ======

23

Notes to the Financial Statements (continued)

For the year ended 31 December 2024

20 Restatements made to 2023 financial statements

No restatements were made to the statutory financial statements

21 PCC responsibilities for repair

No general provision has been made in the accounts for liabilities to maintain the Church buildings.

At St Mary's all major work identified by the latest quinquennial survey was carried out in 2023, and the minor snagging items referred to in the last statements completed in 2024. No large items of expenditure on fabric are expected to be incurred in 2025.

A quinquennial inspection of St Peter's church was carried out in March 2022. Two sections were identified as needing remedial works and repairs at estimated costs of £4,000 for general repair work and £9,500 for repairs to stonework. Some of the general repair works have been carried out by church members. Stonework repairs were planned for late Spring 2023 and are expected to take place in Spring 2025 subject to approval of the schedule of work. The cost of this work is now expected to have increased by ca. £1,000

A revised scheme for the proposed extension to the main building has been put forward and gained initial Local Authority approval. Revised plans have DAC approval in very general terms and further comments from the Victorian Society have been discussed. T Purcell are working to RIBA Stage 4 including submission to the DAC and Local Authority for approval at the end of March 2025. Anticipated costs are planning preparation £2,000 to end of Stage 3. Submission £1,275 plus Local Authority fee. Stage 4 £15,600. All these estimates are before addition of VAT.

Work was completed in 2013 on a major scheme affecting the structure of the Thomas Clarkson Centre. Further refurbishment and security work was carried out in 2019. Further refurbishment is expected in future years dependent on available resources.

22 Material transactions with members of the PCC

Other than the remuneration and benefits referred to in note 7 above, there have been no material transactions undertaken in the name of or on behalf of the PCC in which any person connected with the PCC has a material interest. The total income donated by members of the PCC amounted to £43,356. This amount does not include recurrent recoveries of tax under the Gift Aid provisions, which are estimated to amount to £10,839 .

23 Remuneration of auditor/independent examiner

Robin Jackson, director of Churchgate Accountants Ltd, Bury St Edmunds has acted as independent examiner of the 2023 financial statements.

These statements contain a cost of £200 in respect of Independent Examination of the 2023 financial statements and report and a provision of £1,560 in respect of Independent Examination for 2024. For 2023 the £200 was the net cost to the PCC; that net cost was made up of a charge of £1,200, reduced by a donation of £1,000 to the PCC by Churchgate Accountants Ltd.

No fees were paid to the Independent Examiner in respect of any other services rendered to the PCC. Fees were paid to Churchgate Accountants Ltd of £1,620 (2023 £1,164) in respect of the provision of payroll services.

24 Insurance of buildings

The insurance cover of the buildings and contents at January 2024 were as follows : St Mary's Church £48,230,000, St Peter's Church £6,650,000 and Thomas Clarkson Centre £3,300,000. The valuations were based on surveys carried out in 2023 and include improvement work at the Thomas Clarkson Centre. Insurance cover is 100% of the valuations of St Mary's, St Peter's and the Thomas Clarkson Centre.

24

Independent Examiner's Report to the trustees of St Marfs with St Peterfs Parochial Church Council I report on the accounts of St Marfs With St Peterfs Parochial Church Council for the year ended 31 December 2024, which are set out on pages I to 24. This report is made solely to the trustees. as a body. in accordance with the General Direction5 given by the Charity Comrni55ion. My work has been undertaken so that I might state to the charity's trustees those matters l am required to state to them in an independent examiner's report and for no other purpose. To the fullest extent permitted by law, I do not accept or assume responsibility to anyone other than the charity and the charity'5 trustees as a body, for my work. for this report. or for the opinion51 have formed. Respettive respon51bllltles of the trustees and examlnei The charity's trustees are responsible for the preparation of the accounts. The trustee5 consider that an audit is not required for thi5 year under section 144 of the Charities Act 2011 Ithe Charities Actl and that an independent examination is needed. The charl￿S gross income exceeded £250.QM)O and l am qualified to undertake the examination by bein8 a qualified member of the ICAEW. It is my responsibility to: examine the accounts under section 145 of the Charities Act- follow the procedures laid down in the General Directions given by the Chority Commission under section 14515llbl of the Charities Act: and to state whether particular matters have come to my attention. Basis of Independent examlnerfs 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 comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeks explanation5 from you os 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 fairf view and the report is limited to those matters set out in the statement below. Independent emamlner's statement In connection with my examination, no material matters have come to my attention which give5 me cause to believe that in, any material respect-. the accounting records were not kept in accordance with section 130 of the Charities Art,. or the accounts did not accord with the accounting records: or the accounts did not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2LI)8 other than any requirement that the accounts give o 'true and fairf view which is not a matter considered a5 part of an independent examination. I have come across no other matters in connection with the examination to which attention shoLJld be drawn in thi5 rep order to enable a proper understanding of the accounts to be reached. Signed Robin Jackson FCA Chartered Accountant Churchgate Accountants Limited Langton Place Bury St Edmunds