REGISTERED CHAIUTY NUTrtBEIL. 1134846 REPORT OF TIIE TRUSTEES Af4D UNAiIDITED FINANCIAL STATEMENTS FOR THE YEAR EfqDED 31 DECEMBER 2023 FOR THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF HOLY TRINITY BROADSTAIRS Spurling call1Fll Chartered Certified Acwuntallts 424 M8rgate Road WesThvood Rawgate K¢ttt cr12 6SJ
INDEPENDEr EXAmR's REPORT TO PCC OF HOLY TRINITY BROADSTAIRS CHARrrY NUMBER 1134846 Independent esamiller's report to the trustees I report to the charity ttusl¢e5 on my axamition of the accowits of The PCC for the yearended 31 Decemb¢r 2023. Respon$ibiiities and basi5 of report Th¢ mellth¢r$ of th¢ PCC are responsible for tbe pr¢par2tion of the ac¢oullts in a¢¢ordallce with the Ie4WitemeThts of tF Charities Acl 2011 Cthe Act). I report in respect of my ¢xarnination of the accourAts Caled out under Section 145 of tbe Act and in C out rtly ¢xarninalion I have followed all applicable Direettolls giv¢ll by the Charity Coujmission Ullder S¢¢tiOD 145(5)(b) of tb¢ ACL Indep¢thdent ex4D)kner'$ Statement I have completed my examination. I cottfirm llo oJat¢riaI uJatter8 have ¢orn¢ to my att¢nttQU ill ¢OUU¢Ction with th¢ exajnillation givillgme cause to beli¢ve tbat itk atty mtterial respecL ac¢ouTrting re¢ords were not kept in accordance with Sectioll 130 of the Ae4 or th¢ 8ccounts do not accord with those records. or the ac¢ounts do not comply witb tb¢ applicable requirements COJL¢ernillg the form and Colltent of accounts set out in th¢ Cbariti¢s (Accounts aud Reports) Regulation5 2008 Ot1 than any requirement that the accou1 giv¢ a Itue alld fait view which is not alnatter eonsidered as patt of all iud¢pelldent emminatio I have ¢oThc¢rn5 and have come across no othermatters in CODnectionwitb tbe exanuaation to which att¢ntiorJ should b¢ drawn io this rcport ID older to enable & proper ulldeThtsttding of tbe accouttts to be reached. Rici)2rd Pbillpott Spurling Canno Chart¢r¢d Certified Accountants 424 Margate Road W¢stwood Ramsga Kellt CT12 6SJ
RINirY Broadstairs Nelson Place Broadstairs Kent CTIO IHQ 01843 862921 hol trinit 2009 Charity registration No 1134846 live.co.uk Annual Re ort for the ear ended 31" December 2023 Holy Trinity is the Parish Church for Broadstairs and is situated on Nelson Place Broadstairs. It is part of the Diocese of Canterbury. PCC Membeis from I'january 2023 until 31" December2023: Mrs Mary Richardson Churchwarden (until APCM 20231 Mr Robin Colyer Churchwarden l¥Jntil APCM 20231 Mrs Elizabeth Baker Churchwarden (from APCM 20231 Ms Victoria Gregory Churchwarden (from APCM 20231 Mrjohn A Barrett Treasurer & PCC member Mrs Frances Lowden Secretary Mr John E Barrett Deanery Synod memberfrom April 2013 Mrs Sally Stephenson Deanery Synod member from April 2013 Mrs Charlotte Bell {from APCM 20231 Mr Michael Baker Ifrom APCM 20221 Mr Alex Borg (co-opted in lieu of Mary Richardson who resignedl Mrs Valerie Bough {Co-opted from APCM 20231 Mr5 Julia Evans (from APCM 20211 Mr Geoffrey Norris {from APCM 20221 Mr Robin Colyer (from APCM 20231 Mrs Mary Richardson (from APCM 20231 Aims and ur oses Holy Trinity PCC works in co-operation with the Incumbent in promoting the pastoral, evangelistic. social and ecumenical mission of the Church. The Reverend Dominic Fenton took up his post as Priest-in- Charge in 2016, was made Rector in 2018 and has been fully engaged with the aims and objectives of the Parish throughout 2023. There is a Sung Eucharist every Sunday morning, and weekday said masses take place at noon on Wednesdays and Friday5. Structure overnance and mana ement The method of oppointment o* PCC members is set out in the Church Representation Rules. At Holy Trinity. the PCC consists of the Incumbent, the two Churchwardens, three Deanery Synod members and
members elected by those of the congregation who are on the electoral roll of the Church. Members are elected for three years, and at the last APCM it was agreed that the rule stating that members could not serve successive terms was repealed. Members can now stand again directly their 3-year term concludes. The PCC meets a minimum of six times a year. There are 145 members on the Church Electoral Roll. The average Sunday attendance in 2023 Ilncluding those under 161 was 75. Number5 have retumed to almost pre-pandemic levels and continue to increase slowly week by week. Ob'ectlves and Attlvities The PCC is committed to buildinE on the pattern of Sunday worship already established. and to developing new ideas for special services. A service to celebrate the coronation of King Charles111 was well attended my both ourown congregation and members ofthe widercommunity. A new monthly evening event, Sunday @ 6, has begun with different speakers and more are booked for the coming year. We aim to be an inclusive and welcoming community and to enable ordinary people to discover and live out the Christian faith through- Sacramental worship and prayer, leaming about the Gospel and developing trust in Jesu5 Christ. Provision of pastoral care for members of the congregation and for all those living or working in the parish. Missionary and outreach work. A coffee morning is held on Wednesday and the church 15 open for crafts to take place during the afternoon. Additionally, we have signed up to the 'lnclusive Church Initiative, and are members of the'save the Parish, organization. We are committed to maintaining and preserving our historic buildings and in 2023 the redecoration of the north aisle was completed after remedial plasternork was done. New outside window guards were installed over the Lady Chapel stained glass windows. A quinqLsennial report wa5 completed by our Architect in October 2023 and nothing of major significance was identified. The monthly Saturday Shop has expanded from a small event held in the hall to become a12rger Saturday Market held in the church. The hours Hre longer, lunche5 are served and the number of craft stalls that take part has grown to maximum capacity. The regular stalls run by members of the congregation are also popular and the event now regularly provides over £IQOO per month to our funds. Holy Trinity fully complies wlth the requirements of the Church of England with respect to good safeguarding practice. All per50n5 who have been identified as needing training have completed courses run by the Diocese and this is monitored by our Safeguarding Disclosure oITicer. Achievements and Perfomance The PCC is committed to enabling the Church to be open as often as possible, and to welcoming local people and visitors to share in worship both on Sundays and during the week. The Wednesday coffee mornings have expanded and now regularly welcome over 25 people each week. There has been extensive engagement with the congregation and wider community. The parish office is open in the morning5 from Tuesday to Friday and is manned by a volunteer administrator. We have an
answerphone and an e-mail address and both of these are checked regularly outside of office hours. Our website is updated regularly and all services and event s are advertised there. Giving by members of the congregation has held up very well and more giver5 have changed from cash in envelopes to standing orders. We have signed up to the Parish Giving Scheme and members of the congregation are actively encouraged to join this scheme. The church now has a number of card reading machines and these are enabling us to accept payments by credit or debit card. These are helping us to increase donation5 from the wider community, especially at special services and event5. Unfortunately, despite several attempts, the Junior Church ha5 not resumed regular meetings, but former members are kept informed of church activities and we are hopeful that this will be able to restart in the future. There is a faithfLEI and growing choir and seNing team. The church was open for the Ride and Strlde event in September and several members of the congregation took part and were sponsored. Regular maintenance to church buildings had been carried out including works to the hall. Deane nod Three members of our PCC 51t on the Deanery Synod - providin8 the PCC with an important link with the Diocese and the wider church. Church Hall Our hall is open to our community and activwties continue to take place throughout the week. Stone Bay Montessori Nursery is using the hall during the day in term time and other groups including Alcoholics Anonymous, NarcotlC5 Anonymous and other hirers are also using the facility- An increasin8 number of groups are also wanting the hire the church for concerts. Mlsslon and Evan lism The website, holytrinitybroadstairs.com, has been expanded to provide up-to-date information and background to our church and its Services and activitie5 and ha5 replaced a paper version of the magazine. Our weekly pew sheet also disseminates information and is available all week for those who visit our church outside of the Sunday service. A new policy on Mission giving was put into place during 2023 and we now donate 5% of our income lexcluding fees and legaciesl to charities, both local and international, which are nominated by a committee. Financial details of these can be foLsnd below in the Finance section of this report. Ecumenical Relationshi We are members of the Churches Together in Broadstairs and St Peterfs. Fr Dominic and a lay representative regularly attend meetings and we take part in joint activities such as the Good Friday 'Walk of Witness, and carol singing at Christmas.
Finance Re Introduction Total income for the year was £187,01712022'. E132,6761. Totsl expenditure for the year was £165,645 12022= £171,1421- For cash flow purposes we transferred £12,0¢]012022- £20,000) from our CCLA investment account at the beginning of the year. This means we generated a totsl surplus of £9,372 for the year, a big relief after drawing down over £156,000 to survive the pandemic years, and a tremendous effort considering the challenging climate all fundraising organisations are facing at present. Income Income was helped by three legacy donations totaling £45.10812022: £26,099). These were £750 from Josie Goodall's estate, a final payment of £14,358 from Michael Dickens estate and an interim payment of £30,OtK) from Caroline Boydell's estate. the latter of which is restrirted to the upkeep of the church building. Planned giving dropped slightly to £30,33612022.' £32,539) owing to a small reduction in the total number of regular givers, but we hope to reverse that trend in 2024 with the launch of our new giving platform, the Parish Giving Scheme, and a new stewardship campaign. Despite planned giving going down, income from tax recovered on donations increased to £9,36G12022: £7,378) largely thanks to an increase on our GASDS claims. Donations also increased to £10,92812022.' £4.7491 thanks to cash collections and the prominence of card readers in church to collect cashless payments. Markets 2nd fundraising event5 also enjoyed a particularty strong year, generating £13,498 (2022: £9,842) and £16,52812022= 5,6081 respectively. Highlights include the fundrdi5ing events with Orla Kiely, Mig Kimpton and Felicity Cloake, plus our annual Rectorfs Ball. Ex enditure Despite our parish share contribLrtions- which were paid in full- increasing by nearly 13% to £88,585 12022= £78,580) we managed to reduce our overall expenditure by just over 3%. Alongside a closely managed budget, this was also helped by a lower repairs and maintenance bill of £17,43212022.. £29,920), made possible by the large investments made by the PCC into the upkeep of the building in 2022. And although we transferred £12,CM)O from our investment funds to cover cash flow at the beginning of the year, we were able to buy £30,(XJO worth of new shares in Ortober thanks to an interim payment from Caroline Boydell's estate and a positive cash position. These, alongside what remained of the £1,317 restricted general fund that was previously held in our CAF Cash Account, were transferred to a newly labelled 'Restricted' CCLA account, which explains the movement of funds Shown in our financial statements. Overall, by the year end, the value of our CBF Church of England Fund Shares, managed by CCLA. increased by just over 15% to £360,48612022'. £311.7271.
Mission & A eals Payments to carefully 5elerted mi55ion5 and one-off appea15 a150 increased in 2023 to £6,83212022= £2,220), in part due to mission payments committed but not made in 2022. The Missions Committee made total donations of £4,676 to the following charities: Christian Solidarity Worldwide, Thanet Food Bank, Thanet Winter Shelter, Children's Society, Sightsavers, Church Army, Debt Justice, United Society Partners in Gospel. Christian Aid, Oasis, Mission to Seafarers. Mothers Union and the Bishop's Justice Appeal. Our standalone collections for special appeals, illcluding the Libya flood appeal, and donations foltowing the earthquake in Turkey and Syria also raised £1,952. Thi5 includes £408 raised through the Kent Churches annual Ride & Stride fundraising event. Conclusion Posting a £9,372 surplu5 against a budgeted deficit of £44,685 is a tremendou5 result, achieved by the hard work of so many members of the congregation to control costs and grow fundraising income. However, a word of caution. This was only possible because of legacy donations la completely unpredictable source of income) and because we have reserves to draw cash from. Without these, we operated at a trading deficit of £35.736 i.e. we continue to spend more than we generate. F Lowden PCC Secretary
Holy Trinity Church Broadstairs As at Dember 31st 2023 2023 2022 Income Income Resour Planned Giving Gift Aid GNing Income Tax recovery Donations 6,012 30,336 9,366 10,928 4,376 32,539 7,378 4,749 56,642 49,042 General Funds Books & Candles Magazine Fees Church Hall Church Users Saturday Market Fundraising 948 648 218 2.428 18,035 2.280 9,842 5,608 3,455 17,977 3,020 13,498 16,528 55,426 39,059 Investment Income CCLA Investments 9,(2 9,862 Mlscellaneou8 VAT Refund Appeals Interest Legacy Misc. 5,701 2,187 54 45,108 837 1,674 28 26.099 6.912 53,887 34,713 CCLA Investment Sales 12,000 20,000 187,017 152,676
Expenditure 2023 2022 Ministry Expenditure Parish Share Rectors Expenses 88,585 1,194 78,580 857 89,779 79,437 Church Runnlng Expenses Running Costs & Sanctuary Gas, Electric & Water Insurance Wages- Hall cleaner Repairs & Renewals 4,931 7,767 8,548 270 17,432 11,956 7,177 8.043 320 29,920 38.g48 57,416 Organ repairs 1,054 7,424 Trading Costs Hall Costs Magazines 4,065 4.065 Salaries & Support Organist & Choir 10,916 7,768 Fundraising & Social General Fundraising 7,468 10,224 Administration General Administration Fees to CDBF 4,505 1.268 3,048 5,773 3,916 Miscellanous Levi¢ks- Audit Bank Charges Appeals Other 720 60 6,832 30 660 133 2,220 1,908 7,642 4,921 1 $5,645 171,142
11 13 ,iJ5 uu
Approved by the Parochial Church Council on [insert date] and signed on its behalf by- Churchwardens Liz Baker J odOJ I f Victoria Gregory