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2023-12-31-accounts

HOLY TRINITY CHURCH, UPPER TOOTING 74, TRINITY ROAD, LONDON, SW17 7RH

REPORT

AND ANNUAL ACCOUNTS FOR THE YEAR ENDED 31 DECEMBER 2023

Vicar

The Revd Angela Rayner

Bank

National Westminster Bank plc, Tooting Broadway

Independent examiners

RPG Crouch Chapman LLP Chartered Accountants 40 Gracechurch Street London EC3V 0BT

Registered charity number and title

1152212 The Parochial Church Council of the ecclesiastical parish of Holy Trinity, Upper Tooting

HOLY TRINITY CHURCH, UPPER TOOTING ANNUAL REPORT FOR 2023

Aim and purposes

Holy Trinity PCC has the responsibility of co-operating with the incumbent in promoting the whole mission of the church in the parish, as well as caring for its buildings and finances.

The Parochial Church Council (PCC) is registered with the Charity Commission as Charity No. 1152212 and has prepared accounts in accordance with the Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard 102.

Objectives and activities

The PCC is committed to enabling as many people as possible to worship at our church and to become part of our parish community at Holy Trinity. The PCC maintains an overview of worship throughout the parish. Our services and worship put faith into practice through prayer and scripture, music and sacrament.

When planning our activities for the year, the PCC have considered the Commission’s guidance on public benefit and, in particular, the specific guidance on charities for the advancement of religion. In particular, we try to enable ordinary people to live out their faith as part of our parish community through worship and prayer, pastoral care and mission and community involvement.

As part of this work it is important to maintain the fabric of the building.

Achievements and performance

The church is keen to offer a range of services over the course of the year that the community find both beneficial and spiritually fulfilling. For example Lent provides a quiet, intimate and reflective environment for worship whilst Easter services starting with the Dawn Service are joyful and uplifting.

The Church has an ‘open’ door policy and has been available for prayer and reflection every day. All are welcome to attend our regular services. The socially distant format ended in February 2023 but worship continues to be live-streamed. There were 86 members on the church electoral roll at the 2023 APCM (2022 APCM: 84), of whom 36 were resident in the parish and 50 non-resident.

A rich calendar of social events, including the Christmas Fair, contributed towards the overall total of £8,420 given to other charities in 2023. It is the PCC’s policy to ensure that monies raised and given to good causes equates to at least 10% of general income from the congregation.

The parish magazine, which is produced monthly and is free of charge, keeps parishioners informed of matters affecting the church and is on our website which is at www.holytrinityuppertooting.org.uk, and gives full details of all our activities. The website continues to provide details of worship and church activities and volunteer opportunities.

Our Outreach projects such as our weekly Carer and Baby Group (Trinity Tots), our volunteer-led Mental Health Group (the weekly Thursday Club) and the weekly Trinity Homeless Support Café, the homelessness outreach project, were all active during 2023. In addition a cost of living outreach project (Winter Welcome) ran till May. A number of services designed for children were held which utilised the now completed and fully furnished Children’s Corner in church.

The historic wall paintings in church which had deteriorated through damp were restored.

We benefit from the use of the Church Halls and other facilities, which were administered by the Benefice Administrator, Zorah Baig.

We were delighted in the year to welcome four new members to our team of clergy and lay ministers. The Revd Sarah Whitehouse and the Revd Russ Snapp were licenced to us mid year and in October we gained two new Lay Ministers, Sue McKinney (Lay Reader) and Ethan Glackin-McColgan (Lay Pioneer).

Page 1

HOLY TRINITY CHURCH, UPPER TOOTING ANNUAL REPORT FOR 2023 (ctd)

Financial Review

Overall funds stood at £558,672 at the end of the year up from £485,312 the previous year. Of this £122,638 (2022: £113,744) was spent providing Christian ministry.

Unrestricted funds in 2023 as per the Statement of Financial Activities showed a surplus for the year of £4,531 (2022: loss £133).

This included the income arising on the Glenburnie Road property of £38,529 (2022: £31,238) which, net of expenses of £6,328 contributed £32,201 to unrestricted funds (see note 10(b)). After making provision for the maintenance of the property itself, the balance of this income was transferred to the General Building Fund.

The unrestricted funds also include the church’s General Fund which showed a deficit for the year of £33,670 (2022: £26,094) (see note 10(a)). This deficit had been budgeted for and was met from the surplus on the Halls Account. Planned giving through envelopes and standing orders showed a 6.7% increase on the 2022 amount (2022: 2.4% increase during the year). Overall giving including tax recovery was 8.2% above the 2022 total. These results were excellent.

The PCC had decided to increase their contribution to the diocese by more than inflation. The Parish Pledge was £57,780 (2022: £54,000). This largely provides for the stipends and housing of Southwark clergy

There was a surplus of £80,469 (2022: £73,352) on the Church Halls Fund (see note 11(a)), an excellent result of which £33,670 (2022: £26,094) went to restore the General Fund and £46,799 (2022: £47,258) went to the General Building Fund. That Fund at the end of the year stood at £140,193 (2022: £71,088).

The Tower Project has yet to finish with retention costs of £9k still to come. These will be met from the General Building Fund when snagging matters are resolved.

Fund-raising policy

The church’s approach to fund-raising is to carry this out in line with its Christian values. Any appeal is launched by the PCC and led by a member of the church designated by the PCC.

Fund-raising activities are discussed at PCC meetings so that we can monitor progress and manage key risks. We ensure those raising funds are properly briefed and know who they report to. We follow the law and are open and accountable about the monies raised. No complaints were received about the church’s fundraising activities during the year.

The church has a safeguarding policy to protect vulnerable individuals and other members of the public and a privacy policy displayed on the website and abides by these policies during the course of its fund-raising activities in order to prevent undue pressure on and unreasonable behaviour towards individuals.

Reserves policy

It is PCC policy to maintain a balance in the general fund which equates to at least three months general fund payments, roughly equivalent to £33,000, to cover calls on funds that may arise from time to time. The actual general reserves at December represented over three month’s payments from the general fund.

Unrestricted, Designated and Restricted funds are held as outlined in Notes 10, 11 and 12 to the Accounts. Reserves are invested with the CBF Church of England Deposit Fund.

Structure governance and management

The method of appointment of PCC members is set out in the Church Representation Rules. All members of the congregation are encouraged to register on the Electoral Roll and stand for PCC.

The PCC is responsible for making decisions on all matters of general concern and importance to the parish including deciding on how the funds of the PCC are to be spent.

The full PCC met 8 times during the year.

Page 2

HOLY I'RIliI'I'I' C.III'.RCII, I'PPTr;R TOOTING AYYI',11. RLPOKI. FOR 2023 l¢idl Structutt goverDaD¢¢ 2nd management Ictdl Th¢ Ministry Cifi)UP StruclurL'. INIIiLh duL 10 k. rcvici¥ed. 0￿rat¢d ilirough three groups. Groiving Togcih¢r in Christ Ipilslvral cari and social ev¢iilsl ￿aS led bN' Jedn C￿￿r. fvle¥lingb Dfihl vililr groups ie Grviiing Up inlv Gvd IIL'aming, worship and liiurgvl and Gro1￿l￿g ()ui into th¢ Community Itnission and community invol%¢menll wett in abo'ance. bui their Work wa5 Lvnliniied Ihrviigh IhL Minisirv and 0￿ra11(>￿S ieams, bj individudl volunteL￿. IIK Chiwchwardens are tnejnbeis ofthe Buildings Commiie. financial mart¢r$ llre dEali wilh bj th¢ Tr¢asur¢r with occ￿lOnal and informal adi'iLe giN'en when requesied. Appeals arL dcali 14.iih by the PCC a5 and ivhen nLL¢SSW. In addilivn, Iv suppiTrrf h¢r in 0￿ratiOnal niatt¢r£ the Vicar appoints ￿ OpLraiions Team which includes the ChurchiNardens and Rcadcrs. Tru$tetJ' $tat¢m¢nt of responyibility iii relatiotL to tht ac¢ount$ The Chariiies Act 2011 requir￿ the Irusl¢e5 to ensure thai acLouniinB records kept in respect of the Chariiv which are Su￿1¢i¢m io show and explain all the LhaTiIy's It8nsaciions. gmd which are such gs to.. ?) disclo%L' dl dn> lime. wilh re￿Onable accurncy. the financial Position of ihe Charity at ihat time bl endble Ilie 1'riisiees ILTr prepa￿ in respect of each financial yearuf Ihc Charii%' a stat¢meni of accounts complyinE with ihc requir¢m¢nis D5 prescriLYd by ICEulaiions made by ih¢ S¢cr¢larv of 8tate. Admini5trtivt information Members ofih¢ PCC are ¢ith¢r¢%.ofTicio orelecled b), the a[￿￿] parochial church m¢¢liii8 IAI>CMI ur L￿￿p1￿￿ by Ihe ¢I￿led metnbers in xcordanct wtth the Church Representation Rules. During ihc 2023 Ye￿ 2024 to date the following sen'ed on the PLC..- Ith¢umbent: The Revd Angela Rayn¢r Lietll5ed C'leryv.. The Revd Sarth Whit¢house (from June 20231 The Revd Ru55 Snapp Ifrybm June 20231 Church Il'rdeth5.' Mrs Fereliih Ilordon Mrs Jean C￿￿r Repr¢stntariv¢% th¢: Diocesn Si'nod.. Deantry lynod.. Mr Ben Shenlood Dr Judiih Colcs Mrs J¥thc Milltg Mr Julian WaTe Eltcted member$: Mrs Kale Allart Mr EtnTnanuel Bouyer Mr John Lopas (to April 20231 Miss Carol Ilarrison Illon'l rwureT} AThdrL'￿ Jones Ifrom April 20231 Ms C.￿[01 Ma) Mr Mo7£s Me&v¢si Ito April 20231 Mrs Yvonne Panion Mr Chester Pinder (to April 20231 Mrs Kar¢n To Maiilda Randolph (from April 2J to Mai 231 C04FPted members.. 14ernadette Rtyneke (from Detember 231 The Rei .4n¥el# Rayner, I'it￿r on behalf of iht PCC.. 12 flrch 2024 Page 3

HOLY TRINITY, UPPER TOOTING INDEPENDENT EXAMINER’S REPORT FOR THE YEAR ENDED 31 DECEMBER 2023

INDEPENDENT EXAMINER’S REPORT TO THE TRUSTEES OF HOLY TRINITY, UPPER TOOTING

I report to the charity Trustees on my examination of the accounts of the Charity for the year ended 31 December 2023, which are set out on pages 6 to 18.

RESPONSIBILITIES AND BASIS OF REPORT

As the Trustees of the Charity you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 ('the 2011 Act').

I report in respect of my examination of the Charity's accounts carried out under section 145 of the 2011 Act and in carrying out my examination I have followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the 2011 Act.

INDEPENDENT EXAMINER’S STATEMENT

Your attention is drawn to the fact that the Charity has prepared the accounts in accordance with Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) in preference to the Accounting and Reporting by Charities: Statement of Recommended Practice issued on 1 April 2005 which is referred to in the extant regulations but has been withdrawn.

I understand that this has been done in order for the accounts to provide a true and fair view in accordance with the Generally Accepted Accounting Practice effective for reporting periods beginning on or after 1 January 2015.

I have completed my examination. I confirm that no matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:

  1. accounting records were not kept in respect of the Charity as required by section 130 of the 2011 Act; or

  2. the accounts do not accord with those records; or

  3. the accounts do not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a 'true and fair' view which is not a matter considered as part of an independent examination.

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.

Page 4

HOL Y TRINITY, UPPER TOOTING INDEPENDENT EXAMINER'S REPORT FOR THE YEAR ENDED 31 DECEMBER 2023 INI)F.PENDF.NT F.XAMINER'S REPORT TO THE TRUSTEES OF HOLY TRINITY, UPPER TOOTING (continued) This report is made solely to the Charity's Trustees. as a body, in accordancc with Part 4 of the Charities IALcounts and Reports) Regulations 2008. My work has been undertaken so that I mibyht state to ihe Charity's Trustees those matters l am required to state to theTn in an Independent Examiner's Report and for no other purpose. To the fullest extent permitted by law, I do not ac¢ept or assume responsibility to anyone other than the Charity and the Charity's Trustees as a body, for my work or for this report. Signed. Dated.. Ot..fj2024 JEREMY TYRRELL F.C.A. RPG Crouch Chapman LLP Chartered Accountants 40 Gracechurch Street London EC3V OBT Page 5

HOLY TRINITY CHURCH, UPPER TOOTING
STATEMENT OF FINANCIAL ACTIVITIES Unrestricted Designated Restricted TOTAL TOTAL
FOR THE YEAR ENDED 31 DECEMBER 2023 funds funds funds FUNDS FUNDS
2023 2022
Note £ £ £ £ £
INCOME FROM:
Donations and legacies 2(a) 84,451 548 21,468 106,467 101,791
Church activities 2(b) 42,603 111,967 - 154,570 139,021
Other trading activities 2(c) 375 - - 375 398
Investments 2(d) 8 - - 8 1
TOTAL INCOME 127,437 112,515 21,468 261,420 241,211
EXPENDITURE ON:
Church activities 3(a) 122,638 37,983 27,171 187,792 184,255
Raising Funds 3(b) 268 - - 268 1,117
TOTAL EXPENDITURE 122,906 37,983 27,171 188,060 185,372
NET INCOME/(EXPENDITURE) 4,531 74,532 (5,703) 73,360 55,839
TRANSFERS BETWEEN FUNDS 10,11,12 1,469 (6,708) 5,239 - -
NET MOVEMENT IN FUNDS AFTER TRANSFERS 6,000 67,824 (464) 73,360 55,839
RECONCILIATION OF FUNDS
BALANCES BROUGHT FORWARD AT
1 JANUARY 2023 27,000 445,956 12,356 485,312 429,473
BALANCES CARRIED FORWARD AT
31 DECEMBER 2023 33,000 513,780 11,892 558,672 485,312

The statement of financial activities includes all gains and losses recognised in the year. All income and expenditure derives from continuing activities.

The notes on pages 8 to 18 form part of these accounts.

Page 6

HOLI. TRINITI, I.'HIIRLH. LPPER TOOTING BAL,INC'.E SIIEET AT 31 DEC.'F.P41IIF.R 2023 2023 2023 2022 2022 FIXED ASSETS TAll%ible fi5eJ 415¢ J66,240 367,789 CUiIRkhl' ASSb'l'S StIKk 30 Debto I6.￿1 ('.a5b 217,572 LIABILITIES flliDe due within ollt ye4r Net turrtnl a55ts 192.432 ,IABII,ITIES .. AJDouDts falli￿¥ dve ov¢r ypur [54.9951 NFT LSSF.TS 558 672 485312 FiINDS Ob I'IIE C11ARITY 10(91 33,0(M) 27.(KKI DL4iinated Churth hails fund Building fundi Gen￿￿ build1n8 fimd d4)r￿l•lon fvnd L08n uiilisAiion fund LDan repaiment ￿lld "I"aylur LWLY - 59 olenbumie Ro TaylTrr Le8PCy - txynentia PrTri 59 Glenbumie RO￿ mwntenaThx fvnd 71.088 2,369 44.520 3N,9fA 4.438 304.731 4.438 513.7 445.956 Moses F￿llY Fund t)ementia Project Iclnver Café) I2￿} COU of Iivirtg PrnJL￿ furtd Iwittttt WdLU)mel 12lcl W￿1 Paniills fut Childtcn'5 CornLY Pund Children's Worker fiind 121rJ Hotndg55ll¢55 ()ut￿Ch P￿j￿i (Support eÈfèl 12181 547 750 547 750 2.454 3.815 4.790 3.076 TOTAL CHARITY FUNDS 558 672 ApptDvd by I1￿ PaTothiJ Chuth Coun¢il on 12 2024 and gign&l on Its bth￿rb). Carol Itgmson.'- The un pp8K 8 10 18 fomi part of thtyc &￿Unt Pag8 7

HOLY TRINITY CHURCH, UPPER TOOTING NOTES TO THE ACCOUNTS FOR THE YEAR ENDED 31 DECEMBER 2023

1 ACCOUNTING POLICIES

The principal accounting policies adopted, judgements and key sources of estimation uncertainty in the preparation of the accounts are as follows:

Basis of preparation of accounts

The accounts have been prepared to give a ‘true and fair’ view and have departed from the Charities (Accounts and Reports) Regulations 2008 only to the extent required to provide a ‘true and fair’ view. This departure has involved following the Charities SORP (FRS 102) published on 16 July 2014 rather than the Accounting and Reporting by Charities: Statement of Recommended Practice effective from 1 April 2005 which has since been withdrawn.

The PCC is a public benefit entity with the meaning of FRS102. The accounts have been prepared under the historical cost convention except for the valuation of investment assets, which are shown at market value. The accounts 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, nor those that are informal gatherings of church members.

The accounts have been prepared in GBP and all amounts have been rounded to the nearest £.

Preparation of the accounts on a going concern basis

During the year the church had net income of £73,360 (2022: net income of £55,839).

During the period the PCC continued to keep under review the trading and financial activities of the church for the current and future years. In the year to 31 December 2023, we saw improved trading and cash flow helped by our return to pre-Covid levels of operation, leading to a stronger balance sheet.

The members of the PCC are not aware of any circumstances which might affect the going concern status of the church in the foreseeable future.

For this reason, the members of the PCC are of the opinion that the church can be considered a going concern for the foreseeable future, this being a period of at least 12 months from the date of approval of the balance sheet.

Funds

Unrestricted funds are funds set aside by the PCC that are not subject to any restrictions regarding their use and are available for application on the general purposes of the PCC.

Designated funds are general funds set aside for a particular purpose by the PCC. They are also unrestricted.

Restricted funds represent (a) income from bequests which may be expended only on those restricted objects provided in the terms of the bequest, and (b) donations or grants received for a specific object or invited by the PCC for a specific object. The funds may only be expended on the specific object for which they were given. Any balance remaining unspent at the end of the year must be carried forward as a balance on that fund.

Page 8

HOLY TRINITY CHURCH, UPPER TOOTING NOTES TO THE ACCOUNTS (ctd) FOR THE YEAR ENDED 31 DECEMBER 2023

1 ACCOUNTING POLICIES (ctd)

Income and endowments

All income is recognised in the Statement of Financial Activities once the PCC has entitlement to the income, it is probable that the income will be received and the amount of income receivable can be measured reliably.

Donations 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 can be measured reliably and its ultimate receipt by the PCC is considered probable.

Funds raised from events by such as the Christmas Fair are accounted for gross i.e. before any related costs that may have been deducted from the gross proceeds.

Other ordinary income

Rental income from the letting of church premises and other buildings is recognised when the rental is due.

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.

Expenditure

Liabilities are recognised in the Statement of Financial Activities as expenditure as soon as there is a legal or constructive obligation committing the PCC to that expenditure, it is probable that settlement will be required and the amount of the obligation can be measured reliably.

Governance costs include costs of the preparation and examination of statutory accounts, the costs of trustee meetings and cost of any legal advice to trustees on governance or constitutional matters.

Grants payable

Grants and donations are accounted for by the PCC once there is a legal or constructive obligation to make a payment to a third party, it is probable that settlement will be required and the amount of the obligation can be measured reliably.

Activities directly relating to the work of the church

The diocesan share is accounted for when paid. Any parish share unpaid at 31 December is provided for in these accounts as an operational (though not a legal) liability and is shown as a creditor in the Balance Sheet.

Irrecoverable VAT

Irrecoverable VAT is charged as a cost against the activity for which the expenditure was incurred.

Page 9

HOLY TRINITY CHURCH, UPPER TOOTING NOTES TO THE ACCOUNTS (ctd) FOR THE YEAR ENDED 31 DECEMBER 2023

1 ACCOUNTING POLICIES (ctd)

Fixed assets

Consecrated property and movable church furnishings.

Consecrated and beneficed property is not included in the accounts in accordance with s.10 (2) (a) and (c) of the Charities Act 2011.

Moveable church furnishings held by the Vicar and churchwardens on special trust for the PCC and which require a faculty for disposal are accounted are inalienable property. They are listed in the church’s inventory which can be inspected (at any reasonable time). For inalienable property acquired prior to 1 January 2000 there is insufficient cost information available and therefore such assets are not valued in the accounts. Items acquired since 1 January have been capitalised and depreciated in the accounts over their current anticipated useful economic life (initially over 4 years) on a straight line basis.

All expenditure incurred during the year on consecrated or beneficed buildings, individual items under £1,000 or on the repair of moveable church furnishings acquired before 1 January 2000 is written off.

Property

The house currently let at 59 Glenburnie Road, London SW17 7NG is included at value at the date of bequest plus refurbishment costs.

No provision has been made for depreciation as the PCC consider the property to be of greater value currently than when initially recognised.

Other fixtures, fittings and office equipment

Equipment used within the church premises is depreciated on a straight-line basis over 4 years. Individual items of equipment with a purchase price of £1,000 or less are written off when the asset is acquired.

Hall fixtures and fittings

Hall fixtures and fittings are depreciated on a straight line basis over 10 years. Individual items of equipment with a purchase price of £1,000 or less are written off when the asset is acquired.

Church organ

The organ purchased in December 2004 is estimated to have a useful life of twenty years. As such it has been depreciated on a straight line basis over twenty years, against the organ depreciation reserve, commencing in January 2005.

Investments

Investments are valued at market value at 31 December.

Current assets

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

Stock is included at the lower of cost or net realisable value.

Short term deposits include cash held on deposit either with the CBF Church of England Funds or at the bank.

Page 10

HOLY TRINITY CHURCH, UPPER TOOTING NOTES TO THE ACCOUNTS (ctd) FOR THE YEAR ENDED 31 DECEMBER 2023

1 ACCOUNTING POLICIES (ctd)

Financial instruments

The church only has financial assets and financial liabilities of a kind that qualify as basic financial instruments. Basic financial instruments are initially recognised at transaction value and subsequently measured at their settlement value.

Debtors

Trade and other debtors are recognised at the settlement amount after any trade discount offered. Prepayments are valued at the amount prepaid net of any trade discounts due.

Cash and cash equivalents

Cash at bank and in hand includes cash and short term highly liquid investments with a short maturity of three months or less from the date of acquisition or opening of the deposit or similar account.

Liabilities and provisions

Liabilities are recognised when there is an obligation at the Balance Sheet date as a result of a past event, it is probable that a transfer of economic benefit will be required in settlement, and the amount of the settlement can be estimated reliably. Liabilities are recognised at the amount that the charity anticipates it will pay to settle the debt or the amount it has received as advanced payments for the goods or services it must provide. Provisions are measured at the best estimate of the amounts required to settle the obligation. Where the effect of the time value of money is material, the provision is based on the present value of those amounts, discounted at the pre-tax discount rate that reflects the risks specific to the liability. The unwinding of the discount is recognised within interest payable and similar charges.

Judgements and estimates

Critical accounting estimates and areas of judgment

Estimates and judgments are continually evaluated and are based on historical experience and other factors, including expectations of future events that are believed to be reasonable under the circumstances.

Critical accounting estimates and assumptions

The charity makes estimates and assumptions concerning the future. The resulting accounting estimates and assumptions will, by definition, seldom equal the related actual results. However, the trustees are of the opinion that there are no estimates and assumptions that have a significant risk of causing a material adjustment to the carrying amounts of assets and liabilities within the next financial year.

Page 11

HOLY TRINITY CHURCH, UPPER TOOTING
NOTES TO THE ACCOUNTS (ctd)
FOR THE YEAR ENDED 31 DECEMBER 2023
2 INCOME
2(a) Donations and legacies
Planned giving
Christian Giving with tax recovery
Income tax recoverable on Christian Giving
Other Christian Giving
Loose collections
Income tax recoverable on Loose collections
General donations
Wider ministry
Congregational collection : Easter lilies and flowers
Listed Places of Worship Grant Scheme - vat recovery
Grants - Children's worker
Grants - Support Café
Grants - Energy grant - Southwark Diocese
Grants - Children's Corner - Southwark Diocese
Grants - Winter Welcome - LB Wandsworth
Donations - Winter Welcome
Grants - Wall Paintings Project - Garfield Weston
Grants - Wall Paintings Project - Archbishops' Council
Legacies
2(b) Church activities:
Church halls lettings
Glenburnie Rd lettings income
Magazine sales
Service fees and collections
Purchase of new hymn books
Trinity Tots user contributions
Thursday Club user contributions
Reimbursement re lost tables
Bank compensation and sundry
2(c) Other trading activities
Magazine adverts and sponsorship
2(d) Income from investments
Interest
TOTAL INCOME
Unrestricted
Designated
Restricted
TOTAL
TOTAL
funds
funds
funds
FUNDS
FUNDS
2023
2022
£
£
£
£
£
60,145
-
-
60,145
57,355
13,881
-
-
13,881
13,701
2,747
-
-
2,747
1,591
3,480
-
-
3,480
2,046
871
-
-
871
511
1,072
-
-
1,072
752
82,196
-
-
82,196
75,956
-
-
7,885
7,885
7,051
619
-
-
619
404
519
548
-
1,067
2,815
-
-
4,000
4,000
-
1,117
-
6,583
7,700
-
-
-
-
-
1,400
-
-
-
4,790
-
-
-
-
3,000
-
-
-
-
360
-
-
-
-
2,000
-
-
3,000
3,000
4,015
-
-
-
-
-
84,451
548
21,468
106,467
101,791
-
111,967
-
111,967
102,452
38,529
-
-
38,529
31,238
38
-
-
38
57
2,045
-
-
2,045
1,653
-
-
-
-
-
320
-
-
320
511
1,671
-
-
1,671
1,578
-
-
-
-
696
-
-
-
-
836
42,603
111,967
-
154,570
139,021
375
-
-
375
398
375
-
-
375
398
8
-
-
8
1
8
-
-
8
1
127,437
112,515
21,468
261,420
241,211

Page 12

HOLY TRINITY CHURCH, UPPER TOOTING
NOTES TO THE ACCOUNTS (ctd)
FOR THE YEAR ENDED 31 DECEMBER 2023
3 EXPENDITURE
3(a) Church activities
Wider ministry
Expenses of fundraising for wider ministry
Wider ministry - grants (see note 13)
Cost of living outreach (Winter Welcome)
Carer and Baby Group (Trinity Tots)
Homelessness Outreach Project (Support Cafe)
Mental Health Group (Thursday Club)
Running costs
Ministry: Parish Pledge
Clergy & layreaders expenses
Insurance
Heating, lighting etc
Organists, music and organ
Church maintenance and architects fees
ECO initiatives
Magazine costs
Worship (Growing Up)
Mission (Growing Out)
Pastoral (Growing Together)
Children's Corner
Flowers
Garden and tools
Depreciation of organ
Other costs
Church halls costs
Cleaning
Refuse collection
Benefice Administrator
Maintenance
Heating
Halls advertising costs
Halls administration & legal costs
Church management and administration
Vicarage Office expenses, equipment & telephone
Benefice office expenses, equipment & telephone
Benefice photocopier depreciation
Interest payable on Tower Project Loan
Benefice Administrator
Cash wallet administration costs
Governance costs: Independent Examiner's fees
Property costs
59 Glenburnie Road letting & running costs
Major building works
Trinity Crescent boundary wall
Large Hall windows
Church radiators
Church Wall Paintings Project
Church basement steps & meter cupboard
Tower Fund loan legal costs
TOTAL OF CHURCH ACTIVITIES
3(b) Raising Funds
Christian Giving costs
TOTAL OF RAISING FUNDS
TOTAL EXPENDITURE
Unrestricted
Designated
Restricted
TOTAL
TOTAL
funds
funds
funds
FUNDS
FUNDS
2023
2022
£
£
£
£
£
-
-
710
710
223
2,028
-
7,175
9,203
8,985
-
-
2,455
2,455
906
112
-
-
112
136
721
-
3,063
3,784
2,944
2,257
-
-
2,257
1,642
5,118
-
13,403
18,521
14,836
57,780
-
-
57,780
54,000
1,044
-
-
1,044
608
8,727
-
-
8,727
8,255
11,496
-
-
11,496
8,539
5,614
-
-
5,614
5,477
4,276
-
-
4,276
7,449
984
-
-
984
-
756
-
-
756
879
2,287
-
-
2,287
1,797
2,863
-
-
2,863
716
663
-
-
663
415
-
-
1,714
1,714
-
1,316
-
-
1,316
943
2,385
-
-
2,385
2,000
-
1,185
-
1,185
1,185
453
-
-
453
141
100,644
1,185
1,714
103,543
92,404
-
16,002
-
16,002
15,150
-
3,268
-
3,268
2,629
-
6,124
-
6,124
5,746
-
1,320
-
1,320
2,963
-
3,254
-
3,254
3,135
-
-
-
-
90
-
1,610
-
1,610
78
-
31,578
-
31,578
29,791
461
-
-
461
668
1,958
-
-
1,958
1,866
364
-
-
364
364
1,195
-
-
1,195
1,955
4,154
-
-
4,154
3,366
52
-
-
52
22
2,364
-
-
2,364
2,160
10,548
-
-
10,548
10,401
6,328
1,652
-
7,980
8,605
6,328
1,652
-
7,980
8,605
-
-
-
-
13,272
-
-
-
-
5,306
-
-
-
-
7,440
-
12,054
12,054
2,200
-
2,808
-
2,808
-
-
760
-
760
-
-
3,568
12,054
15,622
28,218
122,638
37,983
27,171
187,792
184,255
268
-
-
268
1,117
268
-
-
268
1,117
122,906
37,983
27,171
188,060
185,372

Page 13

HOLY TRINITY CHURCH, UPPER TOOTING NOTES TO THE ACCOUNTS (ctd) FOR THE YEAR ENDED 31 DECEMBER 2023

4(a) STAFF COSTS
Wages
Social security costs
Pension
Total
Unrestricted
Designated
Restricted
2023
2022
funds
funds
funds
£
£
£
£
£
6,813
5,946
-
12,759
11,397
-
-
-
-
-
204
179
-
383
342
7,017
6,125
-
13,142
11,739

During the year the PCC employed a part-time administrator. The Benefice Administrator is shared with St Augustine's PCC and the net recharge to them was £5,593 (2022: £4,573).

4(b) PAYMENTS TO PCC MEMBERS

The members of the PCC did not claim any expenses or remuneration for their work on behalf of the PCC in the year.

5 FIXED ASSETS FOR USE BY THE PCC

Tangible fixed assets Tangible fixed assets Freehold land Church Organ Halls Total
& buildings equipment fixtures and
59 Glenburnie Road fittings
£ £ £ £ £
Cost At 1 January 2023 364,964 1,458 23,695 14,334 404,451
Additions in the year - - - - -
Disposals in the year - - - - -
At 31 December 2023 364,964 1,458 23,695 14,334 404,451
Depreciation At 1 January 2023 - 1,002 21,326 14,334 36,662
Charge for the year - 364 1,185 - 1,549
Disposals in the year - - - -
At 31 December 2023 - 1,366 22,511 14,334 38,211
Net Book Value At 31 December 2023 364,964 92 1,184 - 366,240
At 31 December 2022 364,964 456 2,369 - 367,789

The house at 59 Glenburnie Road has been re-let commercially to provide income for the church. The current market value of the property is in the region of £968,000 (2022: £988,000). Church equipment comprises a half-share of a photocopier bought in March 2020, which is housed in the Benefice Office based at Holy Trinity. The church organ was installed in December 2004 and depreciated from January 2005. Hall fixtures and fittings includes chairs purchased in 2009 and are fully depreciated.

6 STOCK

7 DEBTORS


Refreshments wine stock
Income tax recoverable
Shared expenses of United Benefice to be reimbursed
Listed Places of Worship Grant Scheme - vat recovery
Prepayments and accrued income
Hall rent due
Staff floats
2023
2022
£
£
4
30
4
30
2023
2022
£
£
4,439
4,104
2,742
2,264
-
283
2,028
2,204
7,392
10,659
-
100
16,601
19,613

Page 14

HOLY TRINITY CHURCH, UPPER TOOTING NOTES TO THE ACCOUNTS (ctd) FOR THE YEAR ENDED 31 DECEMBER 2023

8 CREDITORS FALLING DUE WITHIN ONE YEAR

EDITORS FALLING DUE WITHIN ONE YEAR
Hall deposits
Hall income in advance
Accruals for hall expenses
Wider ministry grants
Collections to be paid to charities
Loan from Methodist Chapel Aid (MCA) repayable within 1 year (see note 9)
Other creditors and accruals
2023
2022
£
£
2,350
2,550
8,575
15,846
2,343
3,696
-
-
5,995
4,378
-
5,238
5,877
7,209
25,140
38,917

9 CREDITORS FALLING DUE AFTER MORE THAN ONE YEAR

Loan from Methodist Chapel Aid (MCA) repayable over 15 years 2023
2022
£
£
-
54,995

The loan, which was secured upon the Glenburnie Road property and was used for financing the Tower Project, was repaid mid year.

10 UNRESTRICTED FUNDS
General fund
59 Glenburnie Road letting fund
Balance
Income
Expenditure
Transfers
Balance
1 January
31 December
2022
2023
2023
2023
2023
£
£
£
£
£
27,000
88,908
(116,578)
33,670
33,000
-
38,529
(6,328)
(32,201)
-
27,000
127,437
(122,906)
1,469
33,000

10(a) The general fund includes all the general activity of the church apart from the letting of the Glenburnie Road property.

10(b) This fund received £38,529 in rent and incurred letting charges of £6,328 in the year. £1,556 was set aside for property maintenance repairs and the balance of £30,645 transferred to the general building fund.

11 DESIGNATED FUNDS
11(a) Church halls fund
11(b) General building fund
11(c) Organ depreciation fund
11(d) Loan utilisation fund
11(e) Loan repayment fund
11(f)
Taylor Legacy - 59 Glenburnie Road
11(g) Taylor Legacy - Dementia Project
11(h) 59 Glenburnie Road maintenance fund
Balance
Income
Expenditure
Transfers
Balance
1 January
31 December
2022
2023
2023
2023
2023
£
£
£
£
£
-
112,047
(31,578)
(80,469)
-
71,088
468
(3,568)
72,205
140,193
2,369
-
(1,184)
-
1,185
44,520
-
-
(44,520)
-
15,713
-
-
(15,713)
-
304,731
-
-
60,233
364,964
4,438
-
-
-
4,438
3,097
-
(1,653)
1,556
3,000
445,956
112,515
(37,983)
(6,708)
513,780

11(a) Church halls income in 2023 amounted to £112,047 (2022: £103,143). After costs there was a surplus of £80,469 on this fund (2022: £73,352). £33,670 was transferred to the general fund to cover the in year church fund deficit leaving £46,799 to be transferred to the general building fund.

11(b) The general building fund was started in 1996. During the year, balances of £46,799 from the Church halls fund and £30,645 from lettings at 59 Glenburnie Road were transferred into the fund. £5,239 was transferred to the Wall Painting Fund to cover expenditure. There was expenditure of £3,568 (2022: £26,018) and income of £468 (2022: £2,124).

11(c) The organ depreciation fund has been designated by the PCC to provide for the future depreciation of the organ. This was the nineteenth year in which the organ has been depreciated, and depreciation of £1,184 (2022: £1,185) has been released from this fund for the year.

Page 15

HOLY TRINITY CHURCH, UPPER TOOTING NOTES TO THE ACCOUNTS (ctd) FOR THE YEAR ENDED 31 DECEMBER 2023

11 DESIGNATED FUNDS (ctd)

11(d) The loan utilisation fund had been designated by the PCC to fund future capital and long life expenditure. The fund had been created by offsetting a matching amount against the designated 59 Glenburnie Road fund on which property the MCA loan was secured. As the MCA loan was repaid in the year, the fund is no longer required and is nil at the year end.

11(e) The loan repayment fund had been designated by the PCC to provide for loan repayments on the MCA loan. The aim was to provide for the next three year's worth of repayments. As the MCA loan was repaid in the year, the fund is no longer required and is nil at the year end.

11(f) The house at 59 Glenburnie Road is let commercially. It is part of the Taylor Legacy and had a probate valuation of £325,000 in 2010 to which the costs of refurbishment have been added.

11(g) In 2012 the PCC set aside £41,000 of the Taylor Legacy to implement the concept of Holy Trinity becoming a "Centre of Excellence" for people with dementia and their carers. There was no expenditure in the year (2022: £nil) on the 'Clover Café'.

11(h) The Glenburnie Road maintenance fund was established in 2015 to provide for repairs to the Glenburnie Road house. Expenditure in the year was £1,653 (2022: £3,328) and a further £1,556 has been set aside from the 2023 lettings income leaving a balance of £3,000.

12 RESTRICTED FUNDS
12(a)
Moses family fund
12(b)
Dementia Project (Clover Café) Carers' Support Group
12(c)
Cost of living Project fund (Winter Welcome)
12(d)
Wall Painting fund
12(e)
Children's Corner Fund
12(f)
Children's Worker Fund
12(g)
Homelessness Outreach Project (Support Café)
12(h)
Wider Ministry (Grants)
Balance
Income
Expenditure
Transfers
Balance
1 January
31 December
2023
2023
2023
2023
2023
£
£
£
£
£
547
-
-
-
547
750
-
-
-
750
2,454
-
(2,454)
-
-
3,815
3,000
(12,054)
5,239
-
4,790
-
(1,714)
-
3,076
-
4,000
-
-
4,000
-
6,583
(3,064)
-
3,519
-
7,885
(7,885)
-
-
12,356
21,468
(27,171)
5,239
11,892

12(a) In 2011 a donation of £2,000 was received from the Moses family in memory of their son Richard. These monies are to be spent in accordance with particular purposes they have specified. During 2023 no monies (2022: £nil) were donated from this fund leaving a balance of £547.

12(b) In 2013 a grant of £3,000 was received from the Church Commissioners' Parish Mission Money Special Grants 2013 scheme towards running a Carer's Support Group alongside the Clover Café. During 2023 no monies (2022: £nil) were spent from this fund.

12(c) Work completed on a volunteer Cost of living project (Winter Welcome) which was aimed at giving people who cannot afford to heat their homes somewhere warm to go during the day. This project ran alongside similar projects at other local churches and charities. Grant funding of £3,000 had been received from Wandsworth Council towards this as part of their capacity building programme together with £360 in donations. Expenditure in the year on the project was £867 leaving a balance of £1,587 that was returned to Wandsworth Council.

12(d) Work was completed in the year on a project to restore wall paintings within the church. A grant of £3,000 was received from the Archbishop's Council adding to the £2,000 received from Garfield Weston and £4,015 raised through an appeal. Expenditure in the year on the project was £12,054. £5,239 was transferred in from the Building Fund to bring the balance to nil at the end of the year.

12(e) In 2022 a grant of £4,790 was received from the Diocese of Southwark towards the Children's Corner project. Work began on this project during the year. Expenditure in the year was £1,714 leaving a balance of £3,076 at the end of the year.

12(f) A grant of £4,000 was received in the year from the Diocese of Southwark towards the Children's Worker project. Work didn't start on this durIng the year so the year end balance was £4,000.

12(g) Grants of £3,500 and £4,000 were received in the year from the Thrale Almshouse and Relief in Need Charity towards the Trinity Homeless Outreach Support Café. Receipt of the first grant had been delayed and £1,117 had been spent in anticipation on a project support worker. £1,117 has therefore been released to general funds. £2,864 was spent in the year on a project support worker leaving a balance of £3,519 in the fund. A further donation of £200 was received and spent on the purchase of a toaster for the Café.

12(h) During 2023 £7,885 (2022: £7,051) was raised towards Wider Ministry giving. After expenditure of £710 (2022: £223), £7,175 (2022: £6,828) was donated to charity. See note 13.

Page 16

HOLY TRINITY CHURCH, UPPER TOOTING NOTES TO THE ACCOUNTS (ctd) FOR THE YEAR ENDED 31 DECEMBER 2023

13 WIDER MINISTRY (GRANTS)

Unrestricted Designated Restricted TOTAL TOTAL
funds funds funds FUNDS FUNDS
2023 2022
£ £ £ £ £
From specific events:
Society for the Relief of the Homeless Poor (Western Lodge)* 259 - 1,405 1,664 712
Amref Health Africa UK - - 2,295 2,295 1,430
Church Urban Fund - - 2,295 2,295 1,430
The Children's Society** - - 750 750 1,913
Christian Aid** - - 410 410 120
DEC Turkey-Syria Earthquake Appeal - - 20 20 -
Team Kitrinos (Kitrinos Healthcare) - - - - 1,430
Total from specific events 259 - 7,175 7,434 7,035
From general funds:
DEC Turkey-Syria Earthquake Appeal 450 - - 450 -
Balham and Tooting Community Association (Fun Day) 500 - - 500 500
Christmas 2022 bags for Wandsworth Prison 36 - - 36 -
DEC Afghanistan Crisis Appeal - - - - 500
DEC Ukrainian Humanitarian Appeal - - - - 500
DEC Pakistan Floods Appeal - - - - 450
Total from general funds 986 - - 986 1,950
Total giving 1,245 - 7,175 8,420 8,985

*£631 raised at an event was banked directly by Western Lodge to satisfy specific fund-raising rules bringing their event total to £1,259 (2022: £838 banked directly bringing their event total to £1,343).

**In some cases more was raised in addition as congregation members filled out gift aid forms for the charities directly or wrote cheques directly to the charity. In the case of the Children's Society, an additional £385 was raised this way (2022: £375). For Christian Aid it was another £380 (2022: £670).

14 CONTINGENCIES

No contingency provision was made.

15 RELATED PARTIES

During 2023, the church received donations of £29,635 from 15 PCC members (2022: £30,327 from 16 PCC members).

16 ANALYSIS OF NET ASSETS BETWEEN FUNDS

Tangible fixed assets
Current assets
Creditors due within one year
Creditors due over one year
Unrestricted
Restricted
Total
funds
funds
funds
2023
2023
2023
£
£
£
366,240
-
366,240
199,685
17,887
217,572
(19,145)
(5,995)
(25,140)
-
-
-
546,780
11,892
558,672

Page 17

HOLY TRINITY CHURCH, UPPER TOOTING NOTES TO THE ACCOUNTS (ctd) FOR THE YEAR ENDED 31 DECEMBER 2023

17 COMPARATIVES FOR STATEMENT OF FINANCIAL ACTIVITIES ANALYSED BETWEEN FUNDS

17 COMPARATIVES FOR STATEMENT OF FINANCIAL ACTIVITIES
ANALYSED BETWEEN FUNDS
AL ACTIVITIES AL ACTIVITIES
Unrestricted
Designated
Restricted
TOTAL
funds
funds
funds
FUNDS
2022
£
£
£
£
INCOME FROM:
Donations and legacies
78,198
2,377
21,216
101,791
Church activities
36,131
102,890
-
139,021
Other trading activities
398
-
-
398
Investments
1
-
-
1
TOTAL INCOME
114,728
105,267
21,216
241,211
EXPENDITURE ON:
Church activities
113,744
60,354
10,157
184,255
Raising funds
1,117
-
-
1,117
TOTAL EXPENDITURE
114,861
60,354
10,157
185,372
NET INCOME/(EXPENDITURE)
(133)
44,913
11,059
55,839
TRANSFERS BETWEEN FUNDS
133
(133)
-
-
NET MOVEMENT IN FUNDS AFTER TRANSFERS
-
44,780
11,059
55,839
RECONCILIATION OF FUNDS
BALANCES BROUGHT FORWARD AT
1 JANUARY 2022
27,000
401,176
1,297
429,473
BALANCES CARRIED FORWARD AT
31 DECEMBER 2022
27,000
445,956
12,356
485,312
18 COMPARATIVES FOR DESIGNATED FUNDS
Balance
Income
Expenditure
Transfers
Balance
ANALYSED BETWEEN FUNDS
1 January
31 December
2022
2022
2022
2022
2022
£
£
£
£
£
Church hall fund
-
103,143
(29,791)
(73,352)
-
General building fund
24,763
2,124
(26,018)
70,219
71,088
Organ depreciation fund
3,554
-
(1,185)
-
2,369
Loan utilisation fund
49,758
-
-
(5,238)
44,520
Loan repayment fund
15,713
-
-
-
15,713
In memoriam Frank Holland
32
-
(32)
-
-
Taylor Legacy - 59 Glenburnie Road
299,493
-
-
5,238
304,731
Taylor Legacy - Dementia Project
4,438
-
-
-
4,438
59 Glenburnie Road maintenance fund
3,425
-
(3,328)
3,000
3,097
401,176
105,267
(60,354)
(133)
445,956
19 COMPARATIVES FOR RESTRICTED FUNDS
Balance
Income
Expenditure
Transfers
Balance
ANALYSED BETWEEN FUNDS
1 January
31 December
2022
2022
2022
2022
2022
£
£
£
£
£
Moses family fund
547
-
-
-
547
Dementia Project (Clover Café) Carers' Support Group
750
-
-
-
750
Cost of living Project fund (Winter Welcome)
-
3,360
(906)
-
2,454
Wall Painting fund
-
6,015
(2,200)
-
3,815
Children's Corner Fund
-
4,790
-
-
4,790
Wider Ministry (Grants)
-
7,051
(7,051)
-
-
1,297
21,216
(10,157)
-
12,356
20 COMPARATIVES FOR ANALYSIS OF NET ASSETS BETWEEN FUNDS
Unrestricted
Restricted
Total
funds
funds
funds
2022
2022
2022
£
£
£
Tangible fixed assets
367,789
-
367,789
Current assets
191,701
19,734
211,435
Creditors due within one year
(26,301)
(7,378)
(33,679)
Creditors due over one year
(60,233)
-
(60,233)
472,956
12,356
485,312
Unrestricted
Designated
Restricted
TOTAL
funds
funds
funds
FUNDS
2022
£
£
£
£
78,198
2,377
21,216
101,791
36,131
102,890
-
139,021
398
-
-
398
1
-
-
1
114,728
105,267
21,216
241,211
113,744
60,354
10,157
184,255
1,117
-
-
1,117
114,861
60,354
10,157
185,372
(133)
44,913
11,059
55,839
133
(133)
-
-
-
44,780
11,059
55,839
27,000
401,176
1,297
429,473
27,000
445,956
12,356
485,312
Balance
Income
Expenditure
Transfers
Balance
1 January
31 December
2022
2022
2022
2022
2022
£
£
£
£
£
-
103,143
(29,791)
(73,352)
-
24,763
2,124
(26,018)
70,219
71,088
3,554
-
(1,185)
-
2,369
49,758
-
-
(5,238)
44,520
15,713
-
-
-
15,713
32
-
(32)
-
-
299,493
-
-
5,238
304,731
4,438
-
-
-
4,438
3,425
-
(3,328)
3,000
3,097
401,176
105,267
(60,354)
(133)
445,956
Balance
Income
Expenditure
Transfers
Balance
1 January
31 December
2022
2022
2022
2022
2022
£
£
£
£
£
547
-
-
-
547
750
-
-
-
750
-
3,360
(906)
-
2,454
-
6,015
(2,200)
-
3,815
-
4,790
-
-
4,790
-
7,051
(7,051)
-
-
1,297
21,216
(10,157)
-
12,356
Unrestricted
Restricted
Total
funds
funds
funds
2022
2022
2022
£
£
£
367,789
-
367,789
191,701
19,734
211,435
(26,301)
(7,378)
(33,679)
(60,233)
-
(60,233)
472,956
12,356
485,312

Page 18