Registered Charity Number 1135577 Report of the Trustees and unaudited financial statements st for the year ended 31 December 2024 for the Parochial Church Council of the Ecclesiastical Parish of Holmer with Huntington
Holmer with Huntington & St Marfs, Hereford Annual Report for the year ending 31st December 2024 The trustees present their report with the financial statements of the charity for the year ended 31 December 2024. The trustees have adopted the provisions of the Statement of Recommended Practice {SORP) 'Accounting and Reporting by Charities, issued in March 2005 Reference and Administration Details The parish has three churches St Bartholomew's, St Mary's and St Mary Magdalene. There is also Holmer Parish Centre. The Parochial Church Council of the Ecclesiastical Parish of Holmer with Huntington is a Registered Charity No 1135577 Parish Contact Address is Holmer PCC The New Vicarage Holmer Hereford Herefordshire HR49RG Independent Examiner: Mark Eckley 14 Wentworth Road, Hereford HRI IYP Parish Website.. http'.//www.holmerchurch.org.uk Members of the PCC are either ex-officio or elected by the annual Parochial Church Meeting in accordance with the Church representation rule5. During the year the following served as members of the PCC from May 2024 onwards.. Vicar Curate Churchwardens Chapel Wardens Rev Wayne Davies - from July 2024 Rev Erin Butler- left October 2024 Mrs Christine Price and Mr Peter Maxwell Mrs Margaret Hampshire {Huntingtonl, Mrs Sheila Tolson (Huntington) & Mrs Cynthia Hartland (St. Mary's) Mrs Barbara Hartland, Mr Peter Maxwell, Mrs Maggie Love & Mrs Gill Waring-jenkins re-election due for all in 2026 Mrs Jane Tate Mr Gerald Ridley Deanery Synod Members Secretary Treasurer Elected Members In theory three ore oppointed eoch yeorfor a 3-yearperiod 3 years ending April 2027 Mrs Janis Gough, Mrs Wendy Burge, Mr Dave Cappleman l year ending April 2025 Mr Mike Jefferis- deceased Jan 2025 2 years ending April 2026 Mrs Rose Vodden, Mr Mike Beardall, Mrs Judith Topping Co-opted.. Mr Brian Hubbard 2 years ending April 2026. Mrs Hannah James-Fagg 3 years ending April 2027; Mrs Sarah Stevenson 3 year5 ending April 2027 Ex-officio: Mrs Nancy Thomas- Reader Emeritus,. Rev Mary Maxwell - Distinctive Deacon
Structure, governance and management The Parochial Church Council {PCC} is a corporate body established by the Church of England. The PCC operates under the Parochial Church Council Powers Measure. It is registered with the Charity Commission. There are currently no policies and procedures for the recruitment, induction and training of PCC members. Copies of the Archbishops, Council and Charity Commission's booklet Trusteeship- An Introductionfor PCC Members" are made available to new PCC members. Apart from the Standing Committee of the PCC, the Church has no official sub-committees. Objectives and activities Our Mission Statement is 'Showing Jesus Christ to those around us., Public Benefit The trustees of the Charity are aware of the Charity Commission's guidance on public benefit in The Advancement of Religion for the Public Benefit and have had regard to it in their administration of the Charity. The trustees believe that, by promoting the work of the Church of England in the Ecclesiastical Parish of Holmer with Huntington it helps to promote the whole mission of the Church (pastoral, evangelistic, social and ecumenical) more effectively, within the Ecclesiastical Parish, and that in so doing it provides a benefit to the public by'.- Providing facilities for public worship, pastoral care and spiritual, moral and intellectual development, both for its members and for anyone who wishes to benefit from what the Church offers: and Promoting Christian values, and service by members of the Church in and to their communities, to the benefit of individuals and society as a whole. Church Attendance. There are 137 names on the Church Electoral Roll {20251 The average Sunday attendances at Holmer during 2024 Still fluctuate5, however we see an average of 70 adult5 and 10 children on a normal Sunday. At Huntington, average congregation was 15. St Mary's Grandstand the average was also 15. Christmas attendances were up on 2023. Church 'n' chips continue to have a regular attendance, but numbers do vary. Our Sunday services have continued to be recorded for YouTube and these recording5 are appreciated. We are fortunate as a church to have several life groups, the hub, busy bees, lighthouse, encounter, OTB and outreach events. During 2024 there were 9 baptisms, O weddings, 8 funerals, 10 funerals at the Crem and 4 interments of ashes at Holmer. Huntington had 3 baptisms, O weddings, I funeral and l interment of ashes. There were no life events at St Mary's Grandstand Road. Christian Giving: Our Churches support Scripture Union (SUI, Church Pastoral Aid Society {CPAS), Children's Society, Bible Society, Tearfund, Serving Africa Mission, and CMS on a regular basis. In addition, we support Christian Aid Week and the Samaritan's Purse Christmas Shoebox appeal. Any disaster appeals are channelled through Tearfund. We have also started a discretionary fund within the church. Rev Wayne Davies (Vicar)
Financial Review 2024 Let's give God the glory for all we have done for him and our community of faith. We are a busy church with many activities and four buildings to care for, this means that we need to ensure our money is used wisely after careful consideration by our PCC. It is important that we fund adequately our activities such as chip and chips, Sunday Clubs, training and outreach into the community. We also need to ensure that our buildings are maintained to a high standard and make improvements when necessary. During the year the movable wall in the centre repaired, it is hope that this will mean several more years of service before it needs replacing. Also the centre floor was refurbished at a cost of £5400; the full cost was covered by a single grant. Our energy costs increased again in 2024 as was the case for all users of Gas, Electric and Oil. however we paid these costs without causing difficulties in our overall funding. The Huntington window, damaged by vandals, was repair with the insurance claim covering most of the cost, but the work was not paid for until early January 2025.we were very fortunate to receive several generous donations and one legacy which made a significate difference to our end of year balance. I would to take this opportunity to thank everyone most sincerely for their generous giving during the year, through the Parish Giving Scheme, by Standing order, cheque or cash. The great thing about the PGS is that the money given and the Gift Aid are both paid directly into our cash account as regular monthly payments, which helps our cash flow. Through the hard work and dedication of our Gift Aid officer we have claimed back as most funds as we can for all money give outside of the parish giving scheme. The main funds for the charity are held in two accounts, a CAF (Charities Aid Foundation) account and a CIOF deposit account, which both hold restricted and unrestricted funds. In addition there are two designated funds held in separate bank accounts, Junior Church and Busy Bees. Throughout 2024, all these funds have had credit balances. The PCC are pleased to report that the Parish Share was paid in full for 2024, this was an expenditure of £59,308 and was 10/0 more than paid in 2023. As in previous years, the work of the three churches continued with the church centre and St Mary's being used well to support community groups and church outreach and at the same time generate substantial revenue. Reserves, Policy The PCC has agreed to keep at least £20,000 in reserve to cover at least three months of general operating expenditure in case of an emergency interruption to our regular income cash flow. If our reserves fall below £20,000 then we would need to have an emergency meeting of the PCC to consider a suitable course of action and response. This policy will be reviewed annually by the PCC. Gerald Ridley (Hon Treasurer)
Inde endent Examiner's Re ort to the Trustees of Holmer with Huntin Parochial Church Council. on I report on the accounts for the y¢ar ended 31 st December 2024 which are s¢t out on pages 5 to 9 Respective responsibilities of tbe Trustees and Independent Examiner As trustees of the charity, the members of the PCC are responsibl¢ for the preparation of the accounts. They consider that an audit is not required for this year under section 144(2) of the Charities Act 2011 (the 201 l Act) and that an independent examination is needed. It is my responsibility to: ' examin¢ the accounts under section 145 of the 201 l Act: . follow the procedures laid down in the General Directions given by the Charity Commissioners section 145(5)(b) of the 201 l Act. and state whether particular matters have come to my attention. Basis of Independent ELqminer's StAtement My examination was carried out in accordance with the General DÉrections 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 the management committee concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in a fu]1 audit, and consequently I do not express an audit opinion on the accounts. Independent Examiner's Statement In connection with my ¢xamInatio no matters have come to my attention l. Which give me reasonable cause to believe that in any material Tespect the requirements • To keep accounting records in accordance with s.130 of the 2011 Act. or • To Prepare accounts which accord with these accounting recoTds have not been met. or 2. To which. in my opinion, attention should be drawn in Order to enable a proper understanding of the accounts to be reached. Mark Eckley 14 Wentworth Road Hereford HRI IPY Date l i- L¥ -102.S
The PCC of the E¢¢lesiastical Parish of Holmer with Huntington - 1135577 Balance Sheet detailed Asat 3111212024 Asat 3111212023 Current assets 6510: CCLA Deposit Account 6520: CAF Cash Account 15.303.54 14,557.68 19.086.12 11,819.92 1,018.59 6521: CAF Gold Account 1.044.37 6590= Bell Tower Bank Account 6591: Busy Bees Bank Account 6593= Junior Church Bank Account 2.388.06 2.562.14 55.34 40.24 Total Current assets 37,877.43 29,998.57 Llabllltles 6699.. Agency collecbons Z04.' Accounts Payable {164.lJOI 240.00 Total Llabllltlg5 1164.001 240.00 Net Asset surplus Id¢fl¢lt} 38.041.43 29.758.57 Reserves Excess l (d$fi¢it) to dat Z01= Starting balances 8.282.86 114.845.93} 44.604.50 29.758.57 Total R8s•Th•s 38,041.43 29,758.57 Represented by Funds Unrestricted 31.117.18 4.540.85 2.383.40 24.365.49 4.726.83 668.25 Designated Restricted Endowment Total 3B,041.43 29.758.57 09 March 2025 Pa9e
The PCC of the Ecclesiastical Parish of Holmer with Huntington - 1135577 Statement of Assets and Liabilities (by code) As at: 31 December 2024 Class and nominal code General Designated R¢$tri¢t•d Endowment Total Last y•ar Current •$$•ts- Cash at bank and In hand 6510 .' CCLA Oeposil Account 15,303.54 1S.303.54 14.557.68 8520 .' CAF Cash Account 14,769.27 2,097.45 2,219.40 19,086.12 11,819.92 6521 .' CAF Gold Account 1.044.37 1,044.37 1,018.59 6591 .' Busy Bees Bank Account 2,388.06 2,388.06 2,562.14 6593 .' Junior Church Bank Account 55.34 55.34 40.24 Total 31.117.18 4.540.85 2.219.40 37.877.43 29.998.57 Llabllltles - Agency accounts 6699 - Agency Collections 1164.001 {164.001 240.00 Total 1164.001 1164.001 240.00 Net total assets 31,117.18 4,540.85 2,383.40 38.041.43 29,758.57 Repr•$Ènt•d by Unrestricted- General 31.117.18 31.117.18 24.365.49 Designated- BellTower 2,097.45 2,097.45 2.124.45 Designated- BusyBee5 2.388.06 2.388.06 2.562.14 Designated- Junchurch 55.34 55.34 40.24 Reslrfcted- CFamWork 1,873.61 1,873.61 125.89 RgStrtct8d- HolmerFIow 450.67 450.67 481.24 Restrt¢ted- HuntFlower 59.12 59.12 59.12 Total 31.117.18 4.540.85 2.383.40 38.041.43 29.758.57 09 March 2025 Page
The PCC of the Ecclesiastical Parish of Holmer with Huntington - 1135577 Analysis of income and expendlture Selected period: 01 January 2024 to 31 December 2024 Totsl Unr88trlet Deslgnated R8strlct8d Endowment Thls year La8tyear Income and endowments Donatlons and legacles 0101- Standing Orders 0110- Holmer Envelopes 0120- Hunlinglon Envelopes 0130- Sl Mary's Envelopes 0140- Parish Giving- Gift Aided 0141 Parish Giving- Gift Aid Income 0142- Parish Giving- No Gift 0301- Holrner Plate 0302- Huntington Plate 0303- Sl Ma5 Plate 0304- Bap115m, Wedding and Funeral Service Col 0401 - Donations (M02 - Special Appeals 0403- Gift Days 0404- Bell Tower Donations 0405- Donations for Wedding Flowers 0406- Donations for Discretionary Fund 0501- Online Giving 0601- Gift Aid Recovered 0701- Legacies Received 0801- Listed places of Worship 0802- Hereford Dio¢es 0803- Other Grants 3,480 3,480 3,400 47,240 10,433 47.240 10.433 41,587 8.994 5,996 2,685 2,272 212 5.996 2.685 2.272 305 5.026 2.601 2.719 712 93 8.691 11,021 19,713 12,468 6,485 153 153 80 1,515 323 6,163 1,000 2.3Q4 100 250 80 1.515 323 4.979 1,000 1.184 7.150 5.400 5,400 Donations and legacies Totals 94,229 153 12,379 106,762 93,800 Income from charitable activities 0901 Fundraising Inme 1101 Funeral Fees 1110- Wedding Fees 1,228 3,353 486 475 1,703 3,353 486 1.880 3.120 1.287 Income from charltable actlvltles Totals 5,06T 475 5,542 6.287 Other tradlng actlvltles 1201- Magazine Adverts & Sal&s 1210- Parish Centre Lettings 1211- Sl Ma$ Lettings 1220- ActlvSty l Tralning Days 1221- Social Events Incom& 1222- Plaque Income 1223- HolmeT Hub 1230- Junior Church 1231- Over 60's 1232- Busy Bee3 1,420 12,587 5,453 253 1.420 12.587 5.453 253 1.240 11.234 4.581 370 228 494 704 2.838 704 2.838 195 162 2.589 173 195 1.881 1.881 1,643 Other trading activities Totals 23,256 2,076 25.827 22,225 There may be mlnor dlscrepancles In the lolals If the pence are not belng shown 09 M8r¢h 2025 Page
Total Unrèstrlcted Deslgnated Re8trlcted Endowment Th18 year La5tyear Investments 1020- Bank Interèst 821 821 676 Investments Totals 821 821 676 other Income 1301 Utility Rofunds 1302- Other Incomlng Resources 1303- HMRC Refund 1,555 1,555 6.738 Other income Totals 1.555 1.555 6.738 Income and endowments Grand totals 124,930 2,229 13.349 140,509 129.729 Expenditure Raising ftinds 1701- Fundraising Expenses 1703- Planned Giving Envelopes 35 Ralslng funds Totals 35 Expendlture on charltable actlvltles 1801- PCC Mission Giving 1802- Discrètionary Giving 1901- Parish Share 2001- S8laries 2002- HMRC Costs 2003- Pension Costs 2004- Honoraria 2005- Honoraria- OrganSsts 2101- Clergy Expensos 2102- Staff Expenses 2103 - Staff Training 2300 - Worship Materials 2301 - Grounds Maintenance 2302 - Property Maintenance 2303- Bell Tower Running Costs 2304- Annual Service Contracts 2305- Annual Subscriptions 2306- Stationery & Equipment 2307- Cleaning Supplies 2308- Telephone 2309- Postage 2310- Printing Costs 2311 Insurance 2312- Flowgrs 2313- Volunleers Training 2402- Parish Centre Utility Bills 2403- Holmer Utility Bills 2404- Hunlinglon Utility Bills 2405- Sl Mary's Ulilily Bills 2406- Parish Office Utility Bills 2505- Social Events Expenses 2506- Magaine Expenses 2601- GoveTnance Costs 2701- Holmer Repairs 3.376 76 59.308 11.198 3.458 835 3.376 76 59.308 21,512 3,458 1,547 2,638 58,720 20,211 2,779 1,304 10.314 712 837 837 698 216 495 711 1.452 550 550 468 449 850 449 850 180 476 1.263 1.612 699 1.562 113 1.863 3.871 110 2,148 279 1,770 932 1,045 600 180 476 1.263 1,612 699 1,562 113 1.863 3.871 505 712 31 944 3,666 189 110 2,591 2,306 2,450 2,808 774 716 51 1,183 1,182 2,591 2,306 2,450 2,808 774 716 2.677 1.912 971 2.687 707 448 51 1.183 1.182 49 298 13.217 There may be minor dlscrepancles In the lolals If the pence are not belng shown 09 March 2025 Page
Total Unrtstrlcted Deslgnated Restrfetèd Endovmi8nt Th1$ yèar Lasi ar 2702- Hunlinglon Repalrs 2703 - St MaS Repairs 2801 - Parish Centre Repairs 3.076 8.015 383 421 6,233 421 6,233 Expenditure on charitable activities Totals 113.339 11,632 125.151 135.546 other expenditure 2314- Sundries 2501 Junior Ch¥JTch 2502- Over 60's 2503- Busy Bees 2504- A¢tIvityrainIng Days 2507- Plaques 2508 - Holmer Hub 2600- Bank Account Fee5 2602 - Holmer Burial Fees 2603- Parish Hire Refund 2900- Car Park 2950- Bank Transfer 240 240 180 364 180 204 2,0S5 2,055 2,912 704 749 129 1.787 1.529 162 340 2,252 2.912 704 749 129 96 96 995 1,355 Other expenditure Totals 4.831 2,235 7,066 8.993 Expendlture Grand totals 118.179 2,415 11,632 132,226 144,575 There may be mlnor dlscrepancles In the totals if the pence are not belng shown 09 March 2025 Page