CHURCH FINANCE 2022
Accounts for 2022 show a deficit of £5,975 in the receipts and payments account even though the Parish offer was reduced by £5,000.
Our voluntary giving was down by about £3,000 which with an ageing congregation is a worrying trend in a year when Covid was not such a factor.
The charges for heating and lighting were low due to a cancellation of bills by the suppliers at Murton and Appleby. But next year the gas charge for Appleby is likely to be about £15,000 higher. There is also a leak to the vestry roof needing repair.
The reserves are £46,385.
Bongate has been empty for some months pending reletting.
The reordering benefited by the closing of the Hodson fund (£8,131) and still has a balance of £7,682.
Lord Hothfeld
St. Michael's (Bongate) Institute 2022
| Year 2021 | RECEIPTS | Year 2022 | Year 2021 | EXPENDITURE | Year 2022 | |
|---|---|---|---|---|---|---|
| Deposit Balance | ||||||
| £2,190.09 | Treas. Balance | £1,686.78 | £1,686.78 | £436.83 | Insurance | £495.99 |
| £6,240.00 | Rent | £3,120.00 | ||||
| £5,306.48 | Repair | £1,795.63 | ||||
| £1,000.00 | G. Gordon | |||||
| £1,686.78 | Treas. Acc Balance | £2,515.16 | ||||
| £8,430.09 | £4,806.78 | £8,430.09 | £4,806.78 | |||
| Hon. Treas. | Lord Hothfield | Auditor | Trevor Taylor |
STM.WKS
Independent Examiner’s Report To the PCC of Appleby with Murton
I report on the accounts for the year to 31[st] Dec 2022 which are set out in the Annual Report and Financial Statements.
Respective responsibilities of the Trustees and Independent Examiner.
The charity’s trustees consider that an audit is not required for this year under section 144(2) of the Charities Act 2011 (the 2011 Act) and that an independent examination is needed.
It is my responsibility to
(a) examine the accounts under section 145 of the Act;
(b) follow the procedures laid down in the General Directions given by the Charity Commissioners section 145(5)(b) of the 2011 Act; and
(c) state whether particular matters have come to my attention.
Basis of Independent Examiner’s Statement
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 the management committee concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in a full audit and consequently I do not express an audit opinion on the accounts.
Independent Examiner’s Statement
In connection with my examination, no matters have come to my attention:
- which give me reasonable cause to believe that in any material respect the requirements
(a) to keep accounting records in accordance with s.130 of the 2011 Act;
and
(b) to prepare accounts which accord with these accounting records have not been met; or
- To which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.
Trevor Taylor Redlands Bank farm Bolton Appleby-in-Westmorland CA16 6AH