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2022-12-31-accounts

INDEPENDEwf EXAIWIER'S REPORT TO DONHEAD ST AM)REW PAROCIIIAL CHURCH COUNCIL This report on the accounts of the PCC for the ended 31 December 2022 which are set (Njt on pag¢s 6 to 9 is in respect of an e￿aMinatIon ¢arrted out in accordance with the Church Accounting Regulations 2006 (*he regulwions") and scction 43 of the Charities Act 1993 ('the Act"). RESPECTIVE RESPONSIBILITIES OF THE PCC AND THE EXAMINER As member5 of the PCC you are resrM)nsibl¢ for the preparation of the ￿0V￿ts. you consider that the audit requirement of th¢ R¢gulations and Seriion 43{2) of the Act does not apply. It is my r¢sponsibility to i&8ue this report on th¢s¢ a¢￿Unts in accordance wtth the ternis of the Regulations. BASIS OF THE REPORT My examination was carried out in accoNlance with the General Directions given by the Charity CoTnmission under Section 43(7Kb) of th¢ Act lo bc found in the Church guidance, 2006 edition. That examination includes a r¢vi¢w of thc accounting records kept by the PCC and a comparison of the accounts with those re¢ords. li also includes considering any unusual items or dis¢losure5 in the accounts and seeking explonations from you as trustees concemit]g any such matters. Th¢ proc¢durc5 undertaken do not provide all the evidenc¢ that would k required in an audil and consequently I do not express an audit opinion on thc view given by the accounts. INDEPENDENT EXAMINER'S STATEMENT In connection with my examination. no matter has com¢ to my attention: which gives me reagon2bl¢ ¢aus¢ io believe that in any material respect the requir¢ments & to keep accounting records in accoÈthnc¢ with section 41 of the Act: and to prepore accounts which ac¢ord with the accounting records and comply with th¢ a¢¢ounting requirements of the Act and the Regulations have not been met; or to which. in my opinion, attention should b¢ drawn in order to enable a proper understanding of the accounts to be reached. Debbie Cruxton Tisbury

St Andrew’s Church, Donhead St Andrew Annual Report Of the Parochial Church Council

For the year ended 31[st] December 2022 Rector: Rev Kate McFarlane

Bank: Independent Examiner: Lloyds Bank Debbie Cruxton 32, High Street 7, The Mallards SHAFTESBURY Tisbury SP7 8JJ SP3 6SD

ST ANDREW ’S CHURCH, DONHEAD ST ANDREW

ANNUAL REPORT OF THE PAROCHIAL CHURCH COUNCIL FOR THE YEAR ENDED 31[ST] DECEMBER 2022

Administrative Information

St Andrew’s Church is situated in St Bartholomew Street, Donhead St Andrew. It is part of the Benefice of St Bartholomew in the Chalke Deanery of the Diocese of Salisbury within the Church of England. The correspondence address is West End House, Donhead St Andrew, Shaftesbury, SP7 9DY.

The Parochial Church Council (PCC) is a registered charity with the Charity Commission (Reg. No. 1150714).

PCC members who have served during the reporting year are:

Rector: The Rev Kate McFarlane Chair

Church Warden:

Lady Cooper Vice Chair Mr Mark Jeffery

Elected members:

Mrs Evis Holliman Mr George Lisle Mrs Lynda Appleby Mr Geoffrey Malone Mr Alistair Stoker ( Hon. Treasurer) Mrs Elizabeth Grady (Hon. Secretary and Electoral Roll Officer)

Structure, Governance and Management

The method of appointment of PCC members is set out in the Church Representation Rules, 2006. All Church attendees are encouraged to register on the Electoral Roll and stand for election to the PCC. A revised Electoral Roll contains 59 names, compared with 60 in 2021.Objectives and Activities

Objectives and Activities

The PCC has responsibility as Trustee of the Parish Church of Donhead St Andrew and its churchyard. It also has the responsibility of co-operating with the Rector in promoting in the ecclesiastical parish, the whole mission of the Church, pastoral, evangelistic, social and ecumenical.

As St Andrew’s Church is also our village community space we encourage everyone to come to social events and individually to use the building and its library. The church is open every day. There is a growing use of the church space for coffee mornings, pilates, exhibitions, talks, plays and concerts. We offer places of quiet contemplation, prayer and reflection both inside and out - the churchyard now has a beautiful wildflower garden and seating.

We continue to welcome everyone to St Andrew’s for one of our services that are held each Sunday morning. These are BCP - Holy Communion at 8.30am on the first Sunday of each month, Sung Matins on the 2nd Sunday at 11am, Sung Holy Eucharist at 11am on the third Sunday and a Family Service at 9.30am on the fourth. There are also special services held throughout the year including Lent and Easter, Advent and Christmas and Harvest time. Also, on the 3rd Friday of each month at 10am we hold a quiet, informal Eucharist service as part of the Benefice Worship. The Benefice also has a Pastoral Care team, coordinated by the Rector, which responds to requests for help.

Review of the Year

We are enormously fortunate at St Andrew’s to have people who show such dedication and commitment to our church. Our excellent wardens do a superb job and give most generously of their time. Our PCC members and many others have been actively engaged in planning events, caring for our church and churchyard, creating extraordinarily beautiful floral displays, and offering refreshments and hospitality. As a mark of our desire to have an outward focus, we now offer a Foodbank collection point in church, which is being increasingly well used.

Particular highlights this year were the glorious Jubilee lunch and the Fete, which was extremely successful and very much appreciated. On Palm Sunday we were delighted to offer a Stations of the Cross, using the paintings of Clare Copeley-Williams. These remained on display throughout Holy Week.

The Community Coffee Morning is growing pleasingly and is a delightful opportunity to meet a wider group of local people. The church has also proved a wonderful venue for both successful art exhibitions and a fascinating play, making excellent use of its versatility.

It remains the case that we very much need to spread the responsibilities for our church more widely to avoid people becoming overburdened, but also that we continue to encourage people to see the church as belonging to the whole village, accessible and inviting, where they will find a warm welcome and where the sacred and the social find a common meeting place.

Outstanding items from the Development Project are now completed, in all but some very minor matters. The Fabric Working Group has continued to arrange routine maintenance work on the building, which is virtually completely up to date as well. The church architect carried out a quinquennial report this year. Very little was found wrong with the building, apart from a couple of cautions about future stone erosion.

A group of villagers have met three times in 2022 and several individuals have helped on an ad hoc basis to create an attractive, contemplative and wildlife friendly churchyard space for the villagers of Donhead St Andrew to use and enjoy. There has been positive feedback from

villagers and visitors about the churchyard development. There is now a record in the church and a graveyard plan for visitors to look at. Most burials between 1700 and 1941 can be identified from this plan.

The use of the Church for community events increased in 2022. In addition to the regular community coffee mornings, pilates classes and parish council meetings, the church hosted a an exhibition by local artists, a performance of the play ‘The Letter of Last Resort’, meetings of the Ecclesiastical Architects and Chartered Surveyors and the Wiltshire Historic Churches Trust. Of particular significance was a visit by Bishop Elijah of Cueibet in South Sudan.

A major activity in the year was the annual Fete on August Bank Holiday Monday. Over 300 villagers contributed to putting on the Fete and over 1,750 people attended. £8,500 was donated to local and county charities.

Health, Safety and Safeguarding

During 2022, we reviewed the Safeguarding Policy for the Parish and Benefice. All necessary DBS checks have been carried out and some members of the PCC have completed the necessary safeguarding training. All necessary contact details are displayed at the church and are available on the Benefice website. Our policy and practice pay due regard to the House of Bishops’ guidance in relation to safeguarding.

Financial review for the year ending 31 December 2022

The accounts for the year to 31 December 2022 have been prepared on a receipts and payments basis.

Unrestricted General Fund

Income. The PCC benefitted from an extraordinarily generous legacy of £33,162 (2021 £135,000) in the year. Excluding this legacy, total income increased from £38.199 to £43,138, mainly due to a successful fete. Events income (net of costs) increased from £14.668 to £23,021.

Expenditure. Total expenditure amounted to £35,058, £6,892 above 2021. Diocesan Share and Benefice expenses of £15,830, £630 above 2021. Donations to worthwhile causes increased from £5,230 in 2021 to £10,672 in 2022, £8,500 from fete results (2021 £4,380)

Surplus. Excluding the legacy, the surplus for the year was £8,080 (2021: £5,171).

Fabric Reserve Fund. This is a desig[￿ted fund within unrestricted reserves, mainly held in accumulation shares in the investment fund of the Church of England Central Board of Finance. Loss on the underlying value of investtnents amounted to £1.60]. At 31 December 2022 the Fund was valued at £15.869. compared to £17.470 at 31 December 2021. In addition. with the closure of the Friends of Donhead St Andrew, £3,360 is held in bank accounts. At .31 December 2022, total unrestricted funds amounted to £221.992 (2021: £182,086). Costs to complete the redevelopment of the church amounted to £1 0,920 (2020 - £10.157) and overall funds fell to £2.252 (2021- £12.885). These funds are now at the disposal of the Fabric Working Group to f￿ance remaining items agreed with donors. Approved by the PCC on 14 Mydy 2023 Ydnd signed on their behalf by Rev Kat¢ McFarlYdne (PCC chair)

DONHEAD ST ANDREW PAROCHIAL CHURCH COUNCIL FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 DEC 2022

UNRESTRICTED FUND RECEIPTS & PAYMENTS ACCOUNT (£)

Collections
Planned giving
Tax Recovered
Donations
Fees
Event income
Development fund receipts
Other
RECEIPTS
Surplus/(deficit)
Balances at 1 January
Current account
Friends account transfer
Deposit account
Balances at 31 December
Current account
In transit to CBF Funds
Friends account
CBF Deposit account
3,698
7,625
4,066
135,854
1,256
14,668
286
884
168,337
2021
140,171
20,426
910
15
21,351
159,558
0
1,949
15
161,522
5,752
8,068
3,641
33,962
1,444
23,021
0
412
Diocesan Share
Benefice Expenses
Heating & Lighting
Insurance & Security
Supplies & Services
Charities & Mission
Transfer to Development Fund
Other expenses
2022
76,300
41,242
PAYMENTS
159,558
1,949
15
161,522
30,676
128,000
4,065
40,022
202,763
12,664
2,536
2,798
2,569
1,100
5,230
286
983
28,166
2021
13,296
2,534
3,755
2,667
1,671
10,672
0
463
2022
35,058

DONHEAD ST ANDREW PAROCHIAL CHURCH COUNCIL FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 DEC 2022

DESIGNATED FUND : CHURCH FABRIC RESERVE (£)

RECEIPTS
Subscriptions
Surplus/(deficit)
Balances at 1 January
Friends account transfer
CBF Investment Fund
Market value at 1 January
Balances at 31 December
Friends account
Share of Unrestricted Fund account
Share of Development Fund account
CBF Investment Fund
Market value at 1 January
Investment gain (loss)
Market Value at 31 December
2021
656
656
546
2,548
14,873
17,421
3,094
14,873
2,597
20,564
2022
266
266
266
3,094
17,470
20,564
266
656
2,438
17,470
(1,601)
19,229
PAYMENTS
2021
Expenses
110
110
2022
0

RESTRICTED FUND - PCC DEVELOPMENT ACCOUNT (£)

Current account
Friends account transfer
Balances at 31 December
Current account
Friends account
RECEIPTS
Transfers from Friends
Receipts by Friends
Receipts from DCMS Scheme
Surplus/(deficit)
14,689
2,236
16,925
8,683
4,202
12,885
2021
1,966
4,151
6,117
(4,040)
8,683
4,202
12,885
1,966
286
2,252
2022
286
286
(10,634)
PAYMENTS
Church redevelopment costs
8,683
4,202
12,885
1,966
286
2,252
2022
286
286
(10,634)
PAYMENTS
Church redevelopment costs
10,157
2021
10,157
2022
10,920
10,920

DONHEAD ST ANDREW PAROCHIAL CHURCH COUNCIL FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 DEC 2022

RESTRICTED FUND: FRIENDS OF DONHEAD ST ANDREW CHURCH RECEIPTS & PAYMENTS ACCOUNT (£)

2021 2022
Balance at 1 January 5,694 -
Transfer of funds to Fabric Fund (2,548) -
Transfer of funds to Development account (2,236) -
Transfer of funds to Unrestricted funds (910) -
alances at 31 December 0 0

Balances at 31 December

FwI4a￿ STAIEMEln5 FOR THE YEAR ENDED 31 tE(£MBER J)12 STATEMENT OFASSET51£1 Cash Fvnds UnrÈstrlrted Fund Main 4)))LHIt Friends Account Development Fund Accwnt CBF Dep051tAccount CBF In¥estrnent Fwd 299.14 Accumulation Shares atmarketvalueon 31 D￿ember Cash inTransitto CBF Investment Fund 159.558 9.245 31.332 4.617 40.022 17.470 15A69 EtiroFASSETSANDLIABILrnES l. The Friend5 01 DonheadStAndrewwasclosedasat31 D@cemb@r2020andiheaSsetsdL%trib￿ed1ts Unre5ttKttdfur￿S.the Fabric Reserve and 1he Development FurÈd Sn lÈrte with the 50uTie of funds. 2. Thelinancial 5tatemeTrtsofthe PCC have been prepared knac(r￿￿emh the chwthkn￿ntinKRegulatI￿s 2￿6 u5ingthe Re¢elpts & Payments ba515. 3. mo￿able ¢hwthfuTnishings held bythechurchwafdensOnsF￿ia1trU$lforthePcc3￿d whlchreoulrea facultyf(vdisp05alare recognised but noi valuerf the Statement of A55et5 and ￿abilItieS 4. ThèPCC recelveda legacyol £33.162duringtheJEai. S. Donation5forCharities &Missh)nw¥easfdbw5: Dorset Air Ambulancè- shareofletppTofitS Ik>nheads Happy Gather4ng- share of f￿e prolits WiltshireAirAmbuLance-shareof fete wo risbus- sha¥eof fete prolits Salisbury H05W Trussell Trnst Royal Brttish ieglon. Speoal c(4lecb(￿ Remembran￿ S Btreast Cancer PlayGCTheatreCo Young Minds 5parkes Homesrl Laka TOTAL l￿￿) 345 432 775 392 434 155 316 6. The¥edevelopmentof thechurchwa5completedin2020. PaYmentsin2022arMltheremainirfundsaref￿ftXrure$,1ittI￿£Sand thuTchyard improvements agreed by the relevant (b)￿)r. 7. Gross incomefvom event5 inCTea5edfvom £19.530 in2021toQ3.667 in 202L lareetyasa reSU￿of8 successful Fete. Ii/i/L)