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← The Parochial Church Council Of The Ecclesiastical Parish Of Holy Trinity, Ripon, Diocese Of Leeds

2024-12-31-accounts

THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF HOLY TRINITY, RIPON DIOCESE OF LEEDS

(Working name – HOLY TRINITY, RIPON) (The Church registered code 646497)

Trustees’ Annual Report for the year ending 31[st] December 2024

Charity no. 1135108 Revenue no. X31895

Holy Trinity, Ripon Kirkby Road Ripon HG4 2EY

HOLY TRINITY, RIPON

CONTENTS

Trustees’ Annual Report Page
1. Statutory data 1-2
2. Structure, governance and management 3
3. Ripon Deanery Synod Report for 2024 4
4. PCC Secretary’s Report 2024 5-6
5. Church Warden Report 2024 7
6. Church Building Maintenance and Repair Report 2024 8-9
7. Treasurer’s Report 2024 9-10
8. Youth and Children’s Report 2024 10-11
9. Safeguarding Report 2024 12-13
10. Mission Partnership Report 2024 14
11. Outreach Report 2024 15
12. RenewRipon Report 2024 16
Financial statements
Independent Examiner’s Report 17
Statement of Financial Activities 18
Balance Sheet 19
Notes to the Accounts 20-27

HOLY TRINITY, RIPON

TRUSTEES’ ANNUAL REPORT

1. STATUTORY DATA

Charity name

The Parochial Church Council of the Ecclesiastical Parish of Holy Trinity, Ripon, Diocese of Leeds (working name – HOLY TRINITY, RIPON)

Reference and administrative details

Principal address

Holy Trinity Church Kirkby Road Ripon HG4 2EY

Trustees (afterwards referred to as PCC members)

Vicar (Chair) Revd. Christopher Butler Assistant Curate Revd. Michelle Lepine Deanery Synod Representatives Allison Clark (from May 21) Jed Bates (from April 22) Churchwardens Daniel Metcalfe (from May 2021) Kathryn Bailey (from Apr 2023) Elected PCC Members Ruth Abel (from 2019) Barry Crompton (from 2019) Don Hanson (from 2020) Tom Cavell-Taylor (from 2021) Helen Wilks (from 2022) Elliot Bennington (from 2022) Becca Green (from 2023) Andrew Dennis (from 2023) David Bakes (from 2024) Jonathan Nicholas (from 2024) Peter Sherwood (from 2024)

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HOLY TRINITY, RIPON

Bankers HSBC plc 34 Westgate Ripon HG4 2BL Independent Examiners Mr. S Kay ACA The Barker Partnership 44 Kirkgate Ripon HG4 1PB Registered Charity no. 1135108 HMRC No. X31895 PCC Secretary Helen Wilks Treasurer Barry Crompton Architect Tom Crooks. BA (Arch.) Dip Arch. RIBA AABC 14 Calverley Lane Horsforth Leeds LS18 4DZ

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2. STRUCTURE, GOVERNANCE AND MANAGEMENT

The PCC operates through various subgroups who report to the PCC on a regular basis.

The vicar is ex officio a member of all groups and committees.

Standing Committee

Christopher Butler (appointed May 2012) Dan Metcalfe (from May 2021) Michelle Lepine (appointed July 2021) Jed Bates (from Apr 2022) Barry Crompton (treasurer from May 2019) Helen Wilks (from Apr 2022)

Finance Team

Barry Crompton Chris Butler (ex officio) Catherine Pearce Sue Grime John Housley

Fabric Team

Michael Montgomery Nick Pearce Tim Scholes Rob Thew Tom Cavell-Taylor Sarah Gouge (to July 2023) Phil Thomas Jed Bates Elliot Bennington Andrew Dennis (from Apr 2023) Chris Butler (ex officio) Michelle Lepine (from Sep 2023)

Health and Safety (sub-group of Fabric Committee)

Andrew Dennis (from Apr 2023) Don Hanson Michael Montgomery Tom Cavell-Taylor Chris Butler (ex officio)

Outreach

John Housley Ruth Bakes Jed Bates Michelle Lepine Ann Sture Jacquie Fisher Don Hanson Chris Butler (ex officio) Chris Thomson (from Apr 2023)

Administrator John Housley Administrator and Electoral Officer Alison Bradley (Electoral Roll Officer from Oct 20) Young People’s & Worship Pastor Mathew Davies Mission enabler Alison Ratcliffe Cleaner & Housekeeper Sam Purvis (from 1 Jan 2025) Lilly Ward (from 1 Jan 2025) Safeguarding Representative Paul Stephens

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3. RIPON DEANERY SYNOD REPORT FOR 2024

Holy Trinity Representatives:

Clergy: Revd. Christopher Butler

Revd. Michelle Lepine (from July 21)

Lay: Allison Clark (from May 21) Jed Bates (from April 22)

Officers:

Area Dean: Rev. Tony Collins Assistant Area Dean: Rev Paul Harford Treasurer: Geoffrey Berry till 11/24, then vacant Lay Chair: Michelle Dearlove till 11/24 then vacant Secretary: Susana Newbould

The Deanery Synod met three times in 2024 (four meetings were programmed, however one was cancelled due to a lack of members attending). Items included a reflection on Leeds Diocese – the first ten years from Bishop Anna and a SWOT exercise and discussion on the possible use of the Rural Change Fund for the Deanery. The latter was a useful exercise as the discussion findings would be used in the planned 2025 Deanery Synod re-modelling.

Holy Trinity Church has two vacancies for Deanery Synod members from the Laity.

Jed Bates & Allison Clark, Deanery Synod Representatives 2024

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4. PCC SECRETARY’S REPORT 2024

PCC meetings

In 2024 the PCC met in January, March, May, July, September and November. At the meeting in May new members were welcomed to the PCC, appointment of officers and confirm sub committees following the APCM. In August there was the usual summer break with a short standing committee meeting specifically to sign off funding for the window reveals. Standing committee met in February twice, June, October and December. The second meeting in February was specifically to discuss an agenda for a PCC away day in April.

At the end of April, a PCC away day took place – many thanks to Jane and John Foster for allowing us to meet at their home. As mentioned in this report last year, each member of the PCC brings different gifts, perspectives and knowledge and it is important to recognise and appreciate what each person brings. To understand this better Michelle and Helen led a personality insights session which was well received. Other agenda items were understanding the role of the PCC and reviewing the Mission Action Plan (MAP).

Michelle came to the end of her curacy and left Holy Trinity in October to take up a position as Vicar of St Edmonds Church in Leeds.

At the October standing committee meeting Chris announced he would be leaving Holy Trinity at the beginning of January 2025 to take up a position as Priest in Charge of the Benefice of Gulval and Madron in the Diocese of Truro.

Thanks to both Chris and Michelle for all they have done for Holy Trinity Ripon.

Key topics

This is not meant to be an exhaustive list of everything covered in PCC meetings but a flavour of some of the key topics covered. This does not detract from all the other topics and the work of everyone involved in all Church activities.

Safeguarding – Richard Langley stepped down as Parish Safeguarding Officer and Paul Stephens was appointed into this role at the APCM. Paul attended some PCC meetings in 2024.

Health & Safety – including kitchen use and management, risk assessments and installation of a Defibrillator.

Finance – increasing costs such as utilities, funding group for HTR200 project.

The way forward for Sunday morning services.

Vacancy process.

Membership

Churchwardens

Standard policy. It is normal agreed practice for Church wardens to be appointed for a maximum of 4 years.

Dan Metcalfe was appointed for a 4[th] year.

Kathryn Bailey was appointed for a 1[st] year.

At the APCM Chris gave thanks to Jed Bates who stepped down from the role of church warden. Jed continues on the PCC as a Deanery Synod representative along with Allison Clark.

PCC membership

It is normal agreed practice that PCC members are appointed for a 3-year term and can stand for two consecutive terms before standing down for at least one year.

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At the APCM David Bakes, Jonathan Nicholas and Peter Sherwood were elected as new members and Tom Cavell-Taylor and Don Hanson were elected for a second term.

Chris gave thanks at the APCM to Ruth Bakes and Karen Sharma who stepped down from the PCC.

Graham Colson, a valued PCC member and disability representative, sadly passed away in March.

Helen Wilks gave notice that she would step down as PCC Secretary in January 2025 and continue on the PCC until the next APCM.

Thank you to all who serve on the PCC.

Helen Wilks, Former PCC Secretary, April 2025

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5. CHURCH WARDEN’S REPORT 2024

This year has been one of change with the news and the departure of Rev Chris Butler after 12 years of service to Holy Trinity Ripon. We would like to thank him for his years of dedication to our community and wish him all the best in his new parish of Madron and Gulval in the Diocese of Truro.

A vacancy is an opportunity to prepare ourselves for a new phase of church life and work on our building continues apace as we look forward to welcoming a new Vicar. The fabric team organised a work party to declutter the church building and to sort through our storage areas and remove any items no longer required for the running of the church. This mainly consisted of the removal of old stage settings and displays and the reordering of the flower cupboard and some files. The foyer of the main church is looking tidier and is due to be painted along with other areas of the building.

Work on the light wells in the arches nears completion alongside the ongoing general maintenance and up-keep of the building.

A full Sunday morning fire drill has been carried out with another due before the anticipated Institution of a new Vicar in October.

Our next quinquennial (5 yearly) inspection is due to happen later this year (2025).

The Terrier/inventory does need more detailed checking and bringing up to date. Due to the technical nature of some of the items a team will need to be put together to carry this out.

A wobble test on the gravestones was carried out in spring 2025. Although some movement was found on one or two there were none deemed to be dangerous.

We are looking forward to our 200th anniversary in 2027 and currently there are a number of possible fabric projects under discussion.

With a building of this size and age there is always plenty to do, and thanks must be given to the many that are willing to step forward and serve in so many varied ways. Thanks must also go to their families and friends who often carry the load when volunteering tasks are undertaken.

We are so grateful that help continues to be forthcoming, be that at a work party, leading a group or serving in some other capacity. Our services continue each Sunday due to the commitment of a wide team including the Leaders and Preachers and Family Church teams. Simply put, without people who have the willingness to serve, our church couldn’t continue to be the place of Worship, Nurture and Adventure that it is.

Dan Metcalfe and Kathryn Bailey

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6. CHURCH BUILDING MAINTENANCE AND REPAIR REPORT 2024

Michael Montgomery

It was with great sadness to report the death of Michael Montgomery. The space projects were masterminded by Michael. The excellent state of the church facilities is a testament to his hard work, vision, and leadership over 30 years. He only stepped down as chair in February 2024 due to ill health.

Fabric Team & H&S

The Fabric Team met six times during 2024, the Health & Safety Team met twice.

Gas Boiler Heating and ventilation and better control

The boilers were serviced by Byfield Heating and the pressure vessel tested and certified. The new heating control BMS enabled a team led by Tim Scholes to identify and remedy various long standing hidden faults, resulting in a warmer church. The spare flue fan and motor have been repaired, so the church has a working spare.

Kitchen Safety and vent cleaning

A North Yorkshire environmental Health Inspection of the kitchen awarded it a 5* hygiene rating which is usually high for a first inspection. The comment was ‘Excellent kitchen systems well implemented’. The cooker extract vent was cleaned and access hatches installed. The health and safety procedures were thoroughly updated and staff trained.

Fire Alarm and Extinguisher and PAT Testing Ladders register

The fire alarms and fire extinguisher were serviced in November. The EM lights were stress tested. The PAT tested on 4[th] January 2024. All ladders and scaffold towers inspected.

Quinquennial future inspection

The last inspection was in 2020 and there were no serious defects. The next inspection is due in Spring 2025. Tom Crooks has been appointed as the new Inspecting Architect.

Roof and rainwater guttering and downpipes.

The gutters were cleaned by Hambleton Roofing, who replaced slipped slates and repaired a leak above the lift. A persistent leak into the table cupboard was traced to blockages of the downpipe drain. This is now regularly cleared and kept leave free to prevent further leaks.

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Work Parties

Three work parties were carried out in the year. Clearing and tidying the lift motor room, tidying the churchyard and church, repairing the carpark fence. Replacing the faulty projector bulb, adding automatic door closures to the Arches doors and minor repairs to the fabric.

Arches Window Reveals – Damp ingress into the plasterwork

Following a successful trail of a new Sika Render on one window, all the remaining seven windows were re-rendered. An external work party has removed the grass and soil from around the exterior of the windows to below the damp proof membrane. Both actions have reduced the damp to an acceptable level. The render will be painted with a neutral shade of paint in the new year.

Fallen Tree

During storm Darragh in December a large pine tree crashed through the car park fence narrowly missing the church tower. It happened at night when the car park was empty.

Tom Cavell-Taylor, Fabric Team, April 2025

7. TREASURER’S REPORT 2024

We can report the finances of Holy Trinity Church are in good order. Our overall income has increased by a modest amount, our costs continue to be well controlled, and we have been able to continue in the ministry resources as planned by the PCC.

Income

Overall income for 2024 increased by 3% compared to 2023. An increase of £7,734. Among other smaller changes the significant variations in giving came from a reduction of £8,525 in special collections but an increase in planned giving of £15,512.

Expenditure

Although day to day expenditure continues to be controlled well, we have seen the impact of increased inflation over the past year with our expenses for operating the building and maintenance increasing from £36,858 to £46,873, a 27% increase on 2023. Even with this increased pressure on costs we are pleased to be able to report that £90,000 was paid to the diocesan share fund, a reduction of only £1000 on the previous year.

Reserves

The PCC does not currently have a formally adopted policy on financial reserves however as at 31 December 2024 we are holding £62,599 in unrestricted funds which is in line with the

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charities commission recommendation which advises having three months of operating costs available in reserve.

Thank you

Managing the expenses of a larger church is a complex affair. This could not have been achieved without the support and assistance of our excellent administration team as well as several key volunteers. To whom my heartfelt thanks are offered on behalf of the church.

Barry Crompton Church Treasurer April 2025

8. CHILDREN, YOUTH & FAMILIES REPORT 2024

This last year there has been great growth and development in our Children’s and Youth Ministry. One of the key areas of focus has been working with the school. This was illustrated and highlighted in the SIAMS report, which gave special mention to the relationship between Church and School and how successful and strong that relationship is. We are extremely thankful to our hard-working volunteers and staff that have made this possible. We are moving into the vacancy and the next season at with excitement and anticipation.

Boost All Stars – started October 2023 our after-school club for Holy Trinity Infant and Junior Schools on Wednesdays. Regular weekly attendance of 52 – 55. End of term activities are ‘Bring a Friend’, highest attendance being 71 and ‘BOOSTfest’ with an attendance of 141.

The Light Party – is an annual event and was first held on 31 October 2023. Average family attendance over the last 2 years is 95 families.

Ripon Grammar School – in October 2023 a relationship was formed with RGS and 11 young volunteers recruited to help with various clubs and activities, ie Breakfast Club and Boost All Stars.

Urban Saints – a weekly lunch time club held at RGS, average attendance 35.

Messy Church – a monthly gathering on the second Saturday of each month, for families to come get creative. Average attendance 45.

Empowered! – September 2024, 2 Mental Health and Wellbeing workshops held for our young people, school years 6 – 9 and years 10 - 13. Eleven young people attended.

Summer Boost – an annual summer club over 4 mornings, usually held in the last week of August for all primary aged children. Average attendance 65.

Sunday Night Youth (formally Walk & Talk/Stay & Say) – a weekly event on a Sunday evening with 18 young people, school years 7 and above.

Collective Worship – weekly worship led by Matt alternating at both sites of Holy Trinity School, with a total number of 453 pupils plus 50 staff. Specific mention was made to Matt

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and Holy Trinity’s Church involvement in the Infant School’s latest SIAM’s visit, and very much added to their great report.

Family Church – weekly worship, except special holidays and the first Sunday of each month. Average attendance 80.

The Walled Garden – a new Mission Partner. Events so far have been their Christmas Concert.

Breakfast Club – 3 times per week, held for families from 8.00am. Average attendance 50.

Little Fishes – weekly mothers’ and toddlers’ group.

Matt Davies, Young People’s & Worship Pastor, April 2025

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9. SAFEGUARDING REPORT 2024

This has been my first year as Parish Safeguarding Officer (PSO). Following on from the excellent work of my predecessor, it has been my aim to continue to build on the work that he has done.

For those of you who are not familiar with the role, this is how the role descriptor describes the work of the PSO:

“To work with the vicar and PCC in promoting safeguarding within the parish, and to ensure that church leaders are implementing the Church of England's safeguarding guidance. The Parish Safeguarding Officer is the key link person between the parish and the Diocesan Safeguarding Team.”

Over the past couple of years, to help prioritise the safeguarding work within the parish we have been using the Safeguarding Dashboard. This was developed by Clearly Simpler Limited and is currently being used by over 7,000 parishes in 41 participating dioceses throughout the Church of England.

The Safeguarding Dashboard has three levels: Level 1 - Safer Foundations

Level 2 - Safer Activities – we make a list of any church activities for children, young people and vulnerable adults and the PCC must review and approve the list of church activities. In a recent upgrade, we have been encouraged to focus on how we induct volunteers and provide them with ongoing support.

Level 3 - Safer Practices – we have now reached the final level, focusing on safer practices, particularly how we support victims and survivors and how the Parish wishes to promote a healthy and safe culture.

John Housley takes a lead in supporting volunteers, facilitating their on-line safeguarding training and registering them with the Disclosure and Barring Service (DBS), where appropriate. We are now in the process of entering the details of all our volunteers on the Safeguarding Hub, which has a suite of tools to help the parish with safer recruitment and people management.

Stage 1 – helps parishes to keep track of DBS checks and safeguarding training. Stage 2 – helps parishes to create Role Descriptions and Person Specifications. Stage 3 – helps parishes with safer recruitment and people management.

I would like to thank all those who have helped with the administration of safeguarding and training needs, especially John Housley in the Office. A few safeguarding issues have arisen within the last 12 months, but I believe that people at Holy Trinity have dealt with them in a professional way. Also, I must mention the Diocese Safeguarding Team, who have provided excellent advice and support.

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Safeguarding reports are given to the PCC, sometimes verbally. Much of our safeguarding conversations continue to be about the development of the Parish Dashboard and Hub. Personally, I have found their support and feedback very encouraging.

Paul Stephens, Parish Safeguarding Officer, April 2025

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10. MISSION PARTNERSHIP REPORT 2024

The Mission Partnership Group is a sub-group of and reports to PCC. We meet 4 times a year. The members of the group are Robert Ankcorn, Sue Ankcorn, Sue I’Anson, Cathie Rutter, Jed Bates, Karen Sharma, Adele Martin, Helen Wilkes, Nicola Holdsworth, Wilf Gowing and Chris Butler.

This last year has been a busy one because the Autumn of 2024 was when the congregation were asked to nominate charities for Holy Trinity to support in the next three years. And then for the congregation members to vote for them. We tithe 10% of our giving to support charities at home and abroad and follow criteria laid down by the PCC which is detailed below: -

70-80% of available money should be given to explicitly Christian partners with a bias towards those whose work is of an evangelistic nature and whose approach is in keeping with HTR‘s spiritual ethos.

Ideally between half and three quarters of our outward giving should be directed overseas with consideration given to supporting the whole age range.

We are concerned to maintain a continuity of giving particularly to our “key” partners over a number of years with communication, ideally with a personal contact at HTR. There should also be a good system of accountability.

The charities are divided into major and minor with majors receiving £2500 and the minor ones £500 every year for 3 years. As well as financial support the missions receive prayer support and sometimes, when local, physical help too.

Our current major partners are Artizan International, The Walshs (CMS partners in Brazil), Kajo Keji, The Diocese of Lake Rukwa and In2Out . Minor partners are The Walled Garden, Wellspring, New Beginnings, Alianca Oopittikuxa, JennyRuth workshops, CAP, Scripture Union, CPAS, Ripon and Rural Driving and Tearfund.

All our partners are represented on the display in the Arches with regular updates and newsletters. Each partner has an allocated Holy Trinity contact, not necessarily on the MPG committee, to feed information to. There is a prayer rota so that the focus is on that mission at least once in a year. The Charities are asked to come and talk to the congregation at least once in their three-year cycle.

Our thanks to Wilf Gowing and Nicola Holdsworth for many years of serving with our group. We are also very grateful for the support of Chris Butler who was a regular attendee.

If you would like to join our group do ask one of the members listed above.

Sue and Robert Ankcorn, Mission Partnership Group, April 2025

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11. OUTREACH REPORT 2024

The Outreach Committee meets monthly at Holy Trinity. Our role is to encourage all to undertake work in this ministry.

The view of the Committee, and I hope the majority of the PCC and indeed the whole congregation, is that if people are not introduced to Jesus, they are unlikely to come to know him.

In 2024 the Outreach Committee contributed to:

In 2025 we hope to see growth from the Hope Explored courses and development of discipleship from this to grow us all as a congregation and ultimately to enable and encourage us all to be better at showing others the Good News of Jesus.

John Housley, Outreach Group, April 2025

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12. RENEWRIPON REPORT 2024

Renew Ripon, which began in April 2022 with a dedicated team of people from our church family, continues to welcome and support over thirty people each week who are struggling with their mental health and wellbeing in some way.

We have many long-term guests and welcome new ones regularly, enjoying strong partnerships with local healthcare professionals. Many of our guests are growing in confidence and finding friendship and healing together. It is a joy that so many enjoy our weekly prayer meditations, and some have participated in recent HOPE Explored courses as well as now worshipping and serving as part of our church family. Thank you, Jesus!

I am grateful for the compassionate hearts and commitment of all the Renew Ripon volunteers, and look forward to an exciting 2025 as our governing body, Renew Wellbeing (www.renewwellbeing.org.uk) and the Church of England make progress with plans to roll out the Renew schemes across all churches in England, and include both youth and families in its support of wellbeing and wellness.

Jed Bates, Team Lead, April 2025

The Trustees have referred to the guidance contained in the Charity Commission’s general guidance on public benefit, when reviewing our aims and objectives and in planning future activities. In particular the Trustees consider how planned activities will contribute to the aims and objectives they have set.

The annual report was approved by the Trustees of the charity on 28 April 2025 and signed on its behalf by:

Name: Mr Don Hanson

Position: Lay Chair of the PCC

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THE PARISH CHURCH OF HOLY TRINITY, RIPON

Independent Examiner's Report

to the PCC of Holy Trinity, Ripon

I report on the financial statements of the PCC for the year ended 31 December 2024, which are set out on pages 18 to 27.

Respective responsibilities of PCC members and examiner

As members of the PCC you are responsible for the preparation of the financial statements. You consider that an audit is not required for this year under section 144 of the Charities Act 2011 (‘the Charities Act’) and that an independent examination is needed.

It is my responsibility to:

Basis of independent examiner's report

My examination was carried out in accordance with the General Directions given by The Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from you as members concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently no opinion is given as to whether the accounts present a ‘true and fair’ view and the report is limited to those matters set out in the statement below.

Independent examiner's statement

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

Mr S Kay ACA The Barker Partnership Chartered Accountants 44 Kirkgate Ripon HG4 1PB Date: 7 May 2025

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THE PARISH CHURCH OF HOLY TRINITY, RIPON

Statement of Financial Activities

For the year ending 31 December 2024

Unrestricted Restricted
Funds
Funds
Note £
£
Income and endowments from:
Voluntary income
2(a)
183,749
34,655
Activities for generating funds
2(b)
1,289
17,234
Investment income
2(c)
3,180
-
Church activities
2(d)
-
24,536
Other incoming resources
2(e)
4,563
-
Total incoming resources
192,781
76,425
Resources expended
Church activities
3(a)
188,193
85,904
Cost of generating funds
3(b)
579
-
Total resources expended
188,772
85,904
Net incoming/ (outgoing) resources
4,009
(9,479)
Net movements in funds
4,009
(9,479)
Balances brought forward
at 1 January 2024
58,590
21,222
Transfer of funds
0
-
Balances carried forward
at 31 December 2024
62,599
11,743		 2024
£
218,404
18,523
3,180
24,536
4,563
269,206
274,097
579
274,676
(5,470)
(5,470)
79,812
0
74,342
Total		 2023
£
202,892
19,720
2,340
32,906
3,614
Funds
261,472
258,265
670
258,935
2,536
2,536
77,276
-
79,812

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THE PARISH CHURCH OF HOLYTRINITY, RIPON Balance Sheet at 31 December 2024 Notes 2024 2023 Fixed assets Tangible fixed assets 5a 4,673 6,356 Current assets Stock Debtors Short term deposits Cash at bank and in hand 11,296 59,540 17,228 8,237 59,540 14,826 88,064 82,603 Liabilities: amounts falling duè within one year 118,3951 19,1471 Net current assets 69,669 73,456 Liabilities: amounts falling due after one year Net assets io 74.342 79,812 Funds Unrestricted Restricted 62,599 11,743 58,590 21,222 74,342 79,812 Approved by the Parochial Church Council on 28th April 2025 and signed on its behalf by: Name: Position 2¥ A_..K loz5

THE PARISH CHURCH OF HOLY TRINITY, RIPON

Notes to the Financial Statements

For the year ended 31 December 2024

1 Accounting Policies

1.1 Accounting convention

The financial statements have been prepared under the historical costs convention, in accordance with Church Accounting Regulations 2011 and Accounting and Reporting by Charities: Statement of Recommended Practice applicable to Charities preparing their accounts in accordance with FRS102 (effective 1 January 2019) - (Charities SORP (FRS102) and the Charities Act 2011).

1.2 Funds

General funds represent the funds of the PCC that are not subject to any restrictions regarding their use and are available for application on the general purposes of the PCC. Funds designated for a particular purpose by the PCC are also unrestricted.

The financial statements include all transactions, assets and liabilities for which the PCC is responsible in law. They do not include the accounts of church groups that owe their main affiliation to another body or those that are informal gatherings of church members.

1.3 Income

Voluntary income and capital sources

Collections are recognised when received by or on behalf of the PCC. Planned giving receivable under Gift Aid is recognised only when received. Income tax recoverable on gift aid donations is recognised when the income is recognised.

Grants and legacies to the PCC are accounted for as soon as the PCC is notified of its legal entitlement, the amount due is quantifiable and its ultimate receipt by the PCC is reasonably certain. Funds raised from events are accounted for gross.

Income from investments

Dividends are accounted for when due and payable. Interest entitlements are accounted for as they accrue. Tax recoverable on such income is recognised in the same accounting year.

1.4 Expenditure

Grants

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

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THE PARISH CHURCH OF HOLY TRINITY, RIPON

Notes to the Financial Statements (Continued) For the year ended 31 December 2023

1.5 Balance sheet - Fixed assets

Consecrated property

Consecrated and beneficed property of any kind is excluded from the accounts by s.10(2)(a) of the Charities Act 2011.

Other fixtures, fittings and office equipment

Equipment used within the church premises is depreciated on a straight line basis over 5 years. Fixtures and fittings are depreciated over a maximum of 10 years.

Individual items of equipment with a purchase price of £500 or less are written off when the asset is acquired.

1.6 Current assets

Amounts owing to the PCC at 31 December 2024 in respect of fees, rents or other income are shown as debtors less provision for amounts that may prove uncollectible.

Short-term deposits include cash held on deposit with the CBF Church of England Funds.

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THE PARISH CHURCH OF HOLY TRINITY, RIPON

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

Unrestricted
2
Incoming resources
Funds
£
2a
Voluntary income
Planned giving:
Gift Aid donations
108,378
Income tax recoverable
37,705
Non Gift Aid donations
21,459
Donations and collections at services
16,178
Legacies
-
Property Trust
-
Sundry Income
29
Building improvements
-
183,749
2b
Activities for generating funds
Traidcraft sales
-
Church lettings
-
Fees
1,289
Sales of product income
-
1,289
2c
Investment income
Dividends and interest including any
3,180
reclaimable tax
3,180
2d
Church activities
Special collections and events
-
Catering income
-
Youth work income
-
-
2e
Other incoming resources
VAT refunds
-
NI government allowance
4,563
4,563
Total income
192,781		 Unrestricted
2
Incoming resources
Funds
£
2a
Voluntary income
Planned giving:
Gift Aid donations
108,378
Income tax recoverable
37,705
Non Gift Aid donations
21,459
Donations and collections at services
16,178
Legacies
-
Property Trust
-
Sundry Income
29
Building improvements
-
183,749
2b
Activities for generating funds
Traidcraft sales
-
Church lettings
-
Fees
1,289
Sales of product income
-
1,289
2c
Investment income
Dividends and interest including any
3,180
reclaimable tax
3,180
2d
Church activities
Special collections and events
-
Catering income
-
Youth work income
-
-
2e
Other incoming resources
VAT refunds
-
NI government allowance
4,563
4,563
Total income
192,781		 Restricted
Funds
£
30,829
-
-
3,826
-
-
-
-
34,655
-
17,234
-
-
17,234
-
-
23,950
586
-
24,536
-
-
-
76,425		 2024
£
139,207
37,705
21,459
20,004
-
-
29
-
218,404
-
17,234
1,289
-
18,523
3,180
3,180
23,950
586
-
24,536
-
4,563
4,563
269,206
Total		 2023
£
123,908
33,164
18,308
23,467
-
-
4,045
-
funds
202,892
-
14,896
4,824
-
19,720
2,340
2,340
32,475
431
-
32,906
-
3,614
4,563 3,614
192,781 261,472

22

THE PARISH CHURCH OF HOLY TRINITY, RIPON

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

3 Resources expended

3
Resources expended
Unrestricted
Funds
£
3a
Church activities
Ministry: diocesan parish share
90,000
wages
36,019
staff expenses
3,625
Church running expenses
10,200
Church maintenance/cleaning
19,769
Cost of services
3,178
Missionary and charitable giving
11,250
Funeral offerings
-
Depreciation
1,929
Outreach and group work
18
Young peoples work
-
Training courses
13
Administration:
Independent examiners fee
1,800
Professional fees
1,752
Printing, stationery and computer costs
7,080
Advertising and publicity
-
Sundry expenses
498
Cost of hospitality
1,062
Building improvements
-
188,193
3b
Cost of generating funds
Traidcraft purchases
-
Letting expenses
579
579
Total resources expended
188,772		 Restricted
Funds
£
-
45,018
-
16,904
-
-
11,588
2,348
35
7,356
2,069
-
-
-
-
-
-
586
-
85,904
-
-
-
85,904		 2024
£
90,000
81,037
3,625
27,104
19,769
3,178
22,838
2,348
1,964
7,374
2,069
13
1,800
1,752
7,080
-
498
1,648
-
274,097
-
579
579
274,676
Total		 2023
£
91,000
64,277
2,873
22,858
14,000
1,913
18,732
5,040
2,213
8,129
1,006
-
1,680
2,087
9,083
75
11,870
1,429
-
funds
258,265
-
670
670
258,935

23

THE PARISH CHURCH OF HOLY TRINITY, RIPON

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

4 Staff costs

4
Staff costs
Unrestricted
Funds
£
Wages and Salaries
62,945
Social security costs
4,153
Pensions costs
1,290
68,388
5
Fixed assets for use by the PCC
5a
Tangible fixed assets
Actual/ deemed cost
At 1 January 2024
Additions
Disposals
At 31 December 2024
Depreciation
At 1 January 2024
Charge for the year
Eliminated on disposals
At 31 December 2024
Net book values
At 31 December 2024
At 31 December 2023		 Restricted
Funds
£
12,064
410
175
12,649		 2024
£
75,009
4,563
1,465
81,037
Total		 2023
£
59,368
3,614
1,295
funds
64,277
Church
equipment,
fixtures &
fittings
158,156
281
-
158,437
151,800
1,964
-
153,764
4,673
6,356

The net book value is an accounting figure. It does not include the current market value of either the property itself or the larger assets owned by the church.

6 Debtors

btors
Accrued income
Other debtors		 2024
£
5,519
5,777
11,296		 2023
£
5,907
2,330
8,237

24

THE PARISH CHURCH OF HOLY TRINITY, RIPON

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

7 Liabilities: amounts falling due within one year

7
Liabilities: amounts falling due within one year
Other creditors
8
Unrestricted funds
Balance as at 1 January 2024
Incoming resources
Resources expended
Transfer from unrestricted funds
Transfer
Balance as at 31 December 2024		 General
Fund
58,585
192,781
(188,772)
-
0
62,594		 2024
£
18,395
18,395
Fabric
Fund
5
-
-
-
-
5		 2023
£
9,147
9,147
Total
58,590
192,781
(188,772)
-
0
62,599

The fabric fund is designated funds for the general maintenance of the Church. It represents monies held in a CBF Church Fund account.

9 Restricted fund details

Church Groups
Building improvements
Letting Income
Special Collections
Missions enabler
Church away day
Funeral collections
Hospitality		 At
1 Jan 2024
5,480
2,155
865
-
10,802
1,920
-
-
21,222		 Incoming
resources
11,934
-
17,234
9,668
34,655
-
2,348
586
76,425		 Outgoing
resources
(9,460)
-
(16,904)
(9,668)
(45,018)
(1,920)
(2,348)
(586)
(85,904)		 Transfer
-
-
-
-
-
-
-
-
-		 At
31 Dec 2024
7,954
2,155
1,195
-
439
-
-
-
11,743

25

THE PARISH CHURCH OF HOLY TRINITY, RIPON

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

Restricted Funds details:

Church Groups - income received for and on behalf of specific church groups including Little Fishes, Boost, Messy Church and other activities, including Youth Work.

Building improvements is for renovation work for the building.

Lettings income - funds received for the letting of the building and restricted for building maintenance and heating.

Special Collections relates to specific fund raising for one off events during the year such as a DEC appeal and the Christmas collection.

Missions enabler relates to youth families and worship ministry.

Church Away Day income was for the Men of the Dales weekend

Funeral Collections - funds are received by the church and distributed as requested by the families.

Hospitality - donations received toward the cost of drinks in the Arches.

10 Analysis of net assets by fund

alysis of net assets by fund
Unrestricted
Funds
£
Fixed Assets
4,603
Current Assets
76,391
Current Liabilities
(18,395)
Long Term Liabilities
-
Fund balance
62,599		 Restricted
Funds
£
70
11,673
-
-
11,743		 Total
£
4,673
88,064
(18,395)
-
74,342

11 Church Workers Pension Fund (CWPF)

Holy Trinity (Ripon) participates in the Pension Builder Scheme section of CWPF for lay staff. CWPF is administered by the Church of England Pensions Board, which holds the CWPF assets separately from those of the Employer and other participating employers.

CWPF has two sections:

Pension Builder Scheme

Both sections of the Pension Builder Scheme are classed as defined benefit schemes.

26

THE PARISH CHURCH OF HOLY TRINITY, RIPON

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

Pension Builder Classic provides a pension, accumulated from contributions paid and converted into a deferred annuity during employment based on terms set and reviewed by the Church of England Pensions Board from time to time. Discretionary increases may also be added, depending on investment returns and other factors.

Pension Builder 2014 is a cash balance scheme that provides a lump sum which members use to provide benefits at retirement. Pension contributions are recorded in an account for each member. Discretionary bonuses may be added before retirement, depending on investment returns and other factors. The account, plus any bonuses declared is payable, unreduced, from age 65.

There is no sub-division of assets between employers in each section of the Pension Builder Scheme.

The scheme is considered to be a multi-employer scheme as described in Section 28 of FRS 102. This is because it is not possible to attribute the Pension Builder Scheme’s assets and liabilities to specific employers and means that contributions are accounted for as if the Scheme were a defined contribution scheme. The pensions costs charged to the SoFA in the year are the contributions payable (2024: £1,419, 2023: £1,295).

A valuation of the Pension Builder Scheme is carried out once every three years. The most recent valuation was carried out as at 31 December 2022.

For the Pension Builder Classic section, the valuation revealed a surplus of £34.8m on the ongoing assumptions used. At the most recent annual review effective 1 January 2025, the Board chose to grant a discretionary bonus of 6.7% to both pensions not yet in payment and pensions in payment in respect of service prior to April 1997; and a bonus on pensions in payment in respect of post April 2006 service so that the pension increase was 2.7% (where usually it would be calculated based on inflation up to 2.5%). This followed improvements in the funding position over 2024. There is no requirement for deficit payments at the current time.

For the Pension Builder 2014 section, the valuation revealed a surplus of £8.5m on the ongoing assumptions used. There is no requirement for deficit payments at the current time.

The next valuation is due as at 31 December 2025.

The legal structure of the scheme is such that if another employer fails, Holy Trinity (Ripon) could become responsible for paying a share of that employer’s pension liabilities.

27