IEW¥21 Diocese of?ortsmouth TLIE CHURCH or ENGLANO St John the Baptist Church, Shedfield ANNUAL REPORT and FINANCIAL STATEMENTS of the PAROCHIAL CHURCH COUNCIL for the year ended 31 December 2023 Incumbent: In vacancy Registered Charlty No. 1156459
St John the Baptist Church, Shedfield Annual Report of the PCC Year Ended 31° December 2023 CONTENTS CONTENTS.................................................................................................................................................................... IfrThRODUCTION................................................................................................................................................. AIMS AND PURPOSES........................................ . ................................................................................................... ......... 08JEcfivES AND ACTIVITIES................................................................................ ACMIEVEMENTSAND PERFOAMANCE....................................................................-................................................................ FINANCIAL REVIEW............... LOOKING FORWARD......................................... .......................................................... STATEMEMf OF FINANCIALAcnvinES.......................................................................................................................... BAiANCE SHEET.............................................................................. . NOTESTO THE FINANaAL STATEMENTS.. .................................................................................................................... INDEPENDENT EXAMINER'S REPORT...........................................................................................................................13
St John the Baptist Church. Shedfield Annual Report of the PCC Year Ended 31* December 2023 INTRODUCTION The Parochial Church Counul of St John the Baptist Church. Shedfield, present tts annual report forthe year ended 3151 December 2023. Aims and Purposes St John the Baptist Church's Parochial Church Council IPCCI has the responsibilrty of collaborating with the Incumbent and Area Dean, in promoting the ecclesiastical parish. the whole mission of the Church., pastoral, evangelistic, social and ecumenical. The PCC is also specifically responsible for the maintenance of the Study Centre of St John the Baptist Church, Shedfield. Objectlves and Actlvllles The PCC is committed to enabling as many people as possible to worship al our church and to become part of our parish communrty al St John the Baptist. The PCC maintains an overview of worship throughout the parish and makes suggestions on how our services can invofve the many groups that live within our parish. Our services and worship put faith into practice through prayer and scriplure. music and sacrament. Vlhen planning our activities for the year, we have considered the Chanty Commission's guidance on public benefit and, in particular. the supplementary guidants on charities for the advancement of religion. In particular, we try to enable people to live out their faith as part of our parish communty through.. Worship and prayer, leaming about the Gospel and developing their knowledge and trust in Jesus. Provision of pastoral care for peop INing in the parish. Missionary and outreach work. To facilitate this work it is important that we mainlain the fabric of the Church of St John the Baptist and Study Centre. Achievements and Perfomianc• Worship and Prayer 2023 has continued lo see us settle into our new way of worship altemating with our sister church in the benefice on alternate Sundays. It is very encouraging to see members of each ngregatIOn going to the services in the other church. School links continued lo be fostered and lo Ilourish, with the Mothers, Union key to this growing relationship. Pupils have visited the church on a number of occasions, for workshops and worship. Baptisms, weddings and funefals have continued. These occasional offices are $ignrfiGanl publi¢ events which, as well as serving the personal needs of those invoed. create a major connection with the w¢der community. To enable everyone to share confidently in receiving the sacrament. the practice of Communion by intinction, introduced dufing the pandemic, was Continued and has been revtewed regulady by the ministry team and the pcc. In June, very sadly our Vicar, The Revd Canon Jane Isaac. died after a long illness. In July Revd Jill Phipps joined us as Assistant Curate. Ministry cover was provided by Authorised Lay Minister Stephen Campion, Ihe Area Dean and other clergy and lay ministers from around the diocese. The Area Dean. Revd Canon David Isaac was appointed as Associate Priest with effect from 12" September 2023. With the support of mernbers of the congregation, rt was possible lo maintain all our regular and special services along with pastoral care for those needing our support. All are welcome to attend all our services. There were 78 on the Eledoral Roll in March 2023181 March 2022). The average weekly attendance for services was 62 with the October count In the parish being 40. Remembran Sunday service saw 100 worshipping with us and we turned to our traditional festival of lessons and carols at Christmas.
St John the Baptist Church. Shedfield Annual Report of the PCC Year Ended 31 December 2023 As well as our regular Seices, we enable our community to celebrate and thank God at the milestones of the journey through life. Through baptisrn we thank God for the grfl of life. in marriage public vows 3re exchanged wrth God's blessing and throL¢gh funeral services friends and family express their grief and give thanks for the life which 1$ now complele in this world and to commend the person into God's keeping. During this year we have celebrated 10 baptisms, 6 weddings and 14 funerals. The ministry team have also officiated at the Parish Council cemetery and inlemienl of ashes services in the church's memorial garden. Members of the Ministry team have also led funerals at local crematoria. Deanery Synod The deanery synod representstives are Trina Hillier and mauri Tester. The Synod has met in person this year. Revd Canon David Isaac continues to be Area Dean and Nomian Chapman was su¢ceeded as Lay Chair of Synod by Paul Quinn. During Ihe past year the synod has been working on the deanery an which is part of the diocesan vision for Live. Pray Serve. Options for the fLrture of the deanery were consided and the main development was the establishment of the Meon Valley Parishes group. One new incumbent Istipendaryl has been appointed lo the Meon Valley Benefice based in Swanmore. A self-supporting priest has been appointed lo Hambledon with two more planned for the group. Part of the deanery plan was the construction and presentation of an audit of resour$ in the deanery in order that strengths and weaknesses could be 1dentrfd and then resources Uld be shared. Data from both church records and national statistics We used. For example, for our parish 73% or th8 congregation are over 70 and the worshipping community is 2.3% of the local population. Revd Jill Phipps was commissioned as the Deanery Anna Chaplain. The first phase of a training course for Lay Worship Leaders was arranged by the Area Dean and Lay Minister Stephen Campion. The parishes in the deanery are grouped in the following pattem.. Bishop's Wallham wrth Upham 8otley, Curdridge and Durfey Shedfield and Wickham The Meon Valley parishes.. swanm0. Hambledon. Newtown, Soberton. Droxford, Meonstoke and Cothampton, Exton. Pastoral Care Some members of our parish are unable to attend churth due to sicknes$ or age. Reverend Canon David Isaac, Reverend Jill Phipps and Mr Slephen Campion lour Pto Authorised Lay Reader} have visited all ehurch membe who have requested it. Mlssion and Evangellsm Mission and evangelism is a priorily for the ministry team. Links with St John the Baptist Primary School, Fairlands Nursery and Shedfield Lodge are strengthening and PCC members are encouraged lo engage in thinking about how the ¢hur¢h's outreach can be broadened across the three villages in Ihe parish. We reach all members of the parish through the parish magazine which ha$ teen online and delivered all year. We have a weekly email bulletin which goes out to 90 addresses. The monthly Parish Lunch and Tue5days@10 conts.nue to be popular and Rosemary and Trina and their teams are thanked for their ongoing commrtment. The re-branded Shedfield Shindig continues to be popular in the parish wrth the move from June to September. It 1$ planned to have it al the same time of year in 2024. Ecumenical Relationships We have well established links with the local Methodist churth. The Church Fabric Expenditure on the church building was £1,727 {2022'. £12.7331. This expenditure was mainly for steel plate to secure the flagpole, lightning conductor and heating system repairs. Al of the items in the last quinquennial report have been completed. There is a long-tem7 concem about the main roof of the church that will need work al some stage and we a awa that the cuent resources are insufficient for any repair.
St John the Baptist Church, ShedField Annual Report of the PCC Year Ended 31 Dember 2023 The Churchyard The churchyard team have gone from strength to strength and it is apparent to anybody the amount of work and ffort that has been invested in looking after the churchyard sympathetically. All the 499 graves have been re- mapped. The expenditure on the churchyard is £3.81612022'. £8861 The increase in expendrture is mainly due to the repairs to the Boucher Memorial and another grave close by that were damaged by a branch of a tree from neighbouring property falling down. This was setlled for the cost of the repairs (£2,000) from the neighbour's insurance. The Study Centre The Study Centr8 incorne and activities have decreased in 2023. This year has seen in¢ome from the Study Centre of £10,428 12022. £12,944}. The Study Centre Management Committee led by Mr Brian Southon looks after the day to day management and bookings. The PCC is most grateful to Brian and the committee for all the work they have done to keep the Centre going. Financial Review Total receipts on all funds were £109.70012022-. £148.182}: down on last year by £38,482. which is mostly due lo the generous legacy from the eslale of the late Wilfred Hary Briggs1£45,0001 in last year's accounts. The planned giving has increased by £2,069 to £36,445 {2022 £34.376). Membership of the Parish Giving Scheme gives the church a steadier cash flow as the Gift Aid is realised from HMRC monthly. Using the church envelopes, standing orders and gift aid envelopes requires Brian Thompson to submit quarterly reports to HMRC to claim the refund. The Shedfield Shindig raised £2,51012022.' £2,079) Our parish share was £45.48512022. £45,485). That is our largest annual commitment to the diocese which has remained the same. The parish share Costs the church £874 per week We have met the cost of the parish share in full. Along with the expenses, costs for building repairs and churchyard maintenance described above and other running costs, the end of year surplus is £6.241 12022.. £23,438). Reserves Pollcy 11 is PCC policy lo try lo maintain a balance on the unrestricted funds which equates to at least three months unrestricted paymenl$. This is equivalent lo £35,000. 11 is held to smooth out fluctuations in cash now and to meet emergencies. We are significantly above this level but with the quinquennial expenses and other unforeseen events, the serveS may quickly diminish. The PCC has agreed to maintain the $eS at £40,000. Volunteers We would like to thank all the volunteers who work so hard to make our churth the welcoming community il 18. There are loo many individuals lo pick out for special mention so thank you to all for your Mntinued commitment and support. Structure, governance and management The method of appointment of PCC members is set out in the Church Representation Rules. At St John the Baptist the membership consists of the Incumbent lour vicar). Churchwardens. the Reader and members elected by those members of the congregation who are on the Eledoral Roll of the church. All those who attend our services and members of the congregation are encouraged to register on the Electoral Roll and Stand for election to the PCC. Please speak to Ms Sarah Weston for information about the Electoral Roll The PCC members are responsible for making decisions on all matters of general COnM and importance to the parish including deciding on how the funds of the PCC are lo be spent. New members receive initial training into the workings of the PCC and all have received training on the sponsIbl11t1eS of bein9 3 trugtee. The PCC met len times during the year 2023 with an average attendan of 82%. Eight of these were scheduled PCC meetings and two were joint benefice meetings with members of Wickham PCC as part of the Vacancy process. The Standing Committee. composed of the Vicar. Chur¢hwardens, Secretary, Treasurer and Fabric Offir. met six limes and has the authority from the PCC lo spend up to £1,000 without referring to PCC. Any spending decision must be reported to the PCC al the nexl meeting. Notes of the Standing Committee meetings are made and are available rf required.
St John the Baptist Church, Shedfield Annual Report of the PCC Year Ended 31 December 2023 Administrative information PCC members who have served at any lime from 1" January 2023 until the date this report was approved are." Reverend Canon Jane Isaac Reverend Canon David Isaac Reverend Jill Phipps Adrian Jordan Incumbent (until June 2023) Associate Priest and Area Dean Curate (from July 2023) Churchwarden. Bishop's Counal. Diocesan Synod and Treasurer lunlil May 2023) Churchwarden Deanery and Diocesan Synod Deanery Synod {from May 20231 Buildings and Fabric Officer Carol Hotchkiss Trina Hillier Maurice Tesler Jenny Barker Chris Glover Andrew Golding Gill Hamill Julia Jordan Tim Mew Brian Soulhon Ann Stone lan Treveil Tanya Tye-Reeve Rosemary Yeoman TaSurer {from May 2023) (from May 20231 Safeguarding Officer and Verger (Resigned Dernber 20231 Study Centre Chair H&S Officer Foundalion Govemor, St John the Baptist Primary School seclary Looking Forward The Study C8nlr6 business has stayed faidy static in 2023 and current aGlivily should conlinue. The increase in energy prices and general global instability are having effects nationally and Internationally and we are not Immune lo these events. The church gas and electricity contracts that were contracted before the increase in Ljlilily prices and will run until 2024 and 2025 respectively so there shall be an increase in our utility expenses beginning in March 2024. The Standing Committee and PCC shall continue to hold Iheir meelings and $0 the routine business of the church will continuè. There is no outstanding work to be completed from the quinquennial report. Existing funds should cover most eventualities and our efforts at fundraising continue with the Shedfield Shindig in September 2024. The PCC is concentrating on mission opportunities in 2024. The Lego Lunch Club that launched in February 2024 has proved successful as has Mindful Slilching that meels monthly. The PCC is aayS looking for other opportunities to build connections between the church and the communty. The major expenditure looking fOrard will be the bells. They require a complete overhaul and rè-hanging. An estimate has been received for thi5 work that is in the region of £60.000. This work will not be done in 2024 and will require a special fund-raising team and effort lo engage wtth the local communty. The lack of a parish administrator has PLrt an additional burden on the clergy and Churchwardens. We are most grateful that Mrs Jane Goulson, the parish administrator in Wickham, has taken on the responsibility for Go- ordinating baptisms, weddings and funerals across the benefice. On behalf of the Shedfield P.C.C. 28th April 2023 rea Dean
Sl John the Bapts"st ChurL*, Shedfield Statement of Financial Activities of the PCC Year ended 31SL Dember 2023 STATEMENT OF FINANCIAL ACTIVITIES Notss Unrestricted Restricted Endowment fund$ funds funds Totsl funds 2022 Giving and donations Income from aciivilies Grants reeeived Investment income Total Income 60.938 44,714 60.938 44.714 95,201 48,759 1.574 2.648 148 182 4.048 4.048 109 700 Cost ol generating funds Charitable activities Total Costs 3.435 97.974 101.409 3,435 97,974 101409 2.965 106.350 109,31S Ioeficilllsurplus Chan e in market Value Net movement In funds 8,291 8,291 38,867 15429 65 65 6.176 6,241 Fund balan brou hl forward Fund balance carried forward 118.C62 124.238 1.496 1.496 1 157 120,715 1.222 126 956 97,277 120.715 R8presenl8d by UnTestricled General Fund Designaled Old Tower Parish Magazin8 RestTicled Junior Church Un-named IGrav8sI Endowment Stsnle 1(fj,677 1C6,677 100.500 5.000 12.561 5.000 12.561 5,000 12,562 1,326 170 1,326 170 1.326 170 Grave Trust 1.496 1222 128,956 120 715
St John the Bapt15t Church, Shedfield Balance Sheet Year ended 31S1 December 2023 BALANCE SHEET 2023 2022 Current Assets Inv8Stm8nts ICCLAI Barclays Communities AcLounl Lknyds Current Account Imagazine) Gift Aid Stan Grave Trust IEndownntl Account Receivable 96.563 16.758 12.055 816 1.222 2,991 130 405 98,678 9,030 12,582 10 1,157 Total Current Assets 124 521 Liabiliti•s 150 Ma azine Pre- aid Adverb'sin 3806 Total LlabllFtSe$ Net Asset Su lus 126 956 120715 Represented by Funds: Unreslricled Designated Reslricled Endowment Total 106,677 17,561 1,496 1.222 126 956 109,3f 8,756 1.496 1.157 120715 The Financial Statements and accompanying notes on pages 9 to 12 were approved by the Parochial Church Council on 28 April 2024 and signed on its behalf by: Area Dean .Trea$urer Reverend Canon David Isaac Mr Andrew Golding
St John the Bapttst Church, Shedfield Notes to the Financial Statements Year ended 315t Dern)er 2023 NOTES TO THE FINANCIAL STATEMENTS The PCC is a charity registered with the Charity Commission No.1156459. Accounting Policy. The basis of preparation of the accounts are prepared on the accruals basis. Funds The General Fund represents funds of the PCC that are not subject to any special restrictions regarding their use and are available for application for all general or planned purposes of the PCC. Donations, and fundraising events made or carried out for restricted purposes will be categorised as Restricted Funds and may only be applied to the purposes for which those funds were raised or donated. Endowment Funds allow for income from such funds to be applied without restriclion., however the caprtal is not nomally available for use. The accounts include monetsry Iransaclions. and monetary assets and liabilities, for which the PCC can be held responsible. They do not include the accounts of other Church groups that owe an affiliation to another body. nor those that are infomal gatherings of Church members. ststoment of Assets and Ltabilities The following types of asset are not valued in the Balance Sheet but a Insured by the PCC for replacement.. Movable church furnishings held by the churchwardens on special Irust for the PCC and which require a faculty for disposal. The following assets are recognised and a monetary value given as part of the Statement of Financial Adivity and are identified in the Balance Sheet.. Amounts owing from the Inland Revenue (Gift Aid) where a formal claim can be made. Lega¢ies where formal notification of entrtlement and amounl has been received at 31 December by the PCC. Any other amounts owing to the PCC at 31 December. C1051ng bank and cash balances refiecting the PCC funds balances as shown in the Balance Sheet. The following liabilities are included in the Balance Sheet and are also identified in the Slatement of Assets and Liabilities.. Creditor5 for goods or seNices where the supply has been received and invoiced or costs are known or estimated by 31 December. principally charges for gas and electricity. Amounts raisedldonaledlcollected for special purposes before 31st December not paid to beneficiaries by that dale I'Agency Collections"). Parish Magazine advertising charges received before 31st December for publications after that date until the end of the magazine advertising cycle. Any loans made to the PCC where the loans are repayable at any future date (none at presentl.
St John the Baplist Church, Shedfield Notes to the Financial Statements Year ended 31" December 2023 Principal sources of voluntary income 2023 2022 Collectionslenvelopes Standing orde Parish Giving Scheme One-off donations (baptisms, weddings etc.) Gift Legacies Other Total 5.335 13.162 23.283 3.275 10.294 4,008 1.581 7,915 13,822 20,554 330 7.235 45.000 345 Income from activities 2023 2022 Weddinglfuneral fees Fees for others Parish Magazine Shedfseld Shindig Fairtrade Lunch Club Tuesdays@10 Study Centre hire Study Centre catering Other income Listed Places of Worshi Total 5.102 8,098 10.688 2,510 5.374 7,504 11,308 2,079 114 1,911 61 12.944 1,690 466 2,247 15 10,428 1,862 3,051 713 44,714 VAT refund Grants Rocelved 2022 Covid grant- Winchester Crty Council Trainin rant- Diocese of Portsmouth Total 1,124 450 1,574 Cost of Ganeratlng Funds 2022 Lenl Lectu expenses Study Cenlre catering Tuesdays@10 Lunch Club Total 26 929 291 1,218 ln
St John the Baptist Church. Shedfield Notes to the Financial Slalements Year ended 31# December 2023 Charitable Activities 2023 2022 Parish Share Honoraria and bookkeeping Ministry Team Expenses Fees Paid Church Insurance Church pairS- major Church Repairs Bells and belfry Churchyard Upkeep Church Ulililies Parish Magazine Study Centre Repairs Study Centre Maintenance Study Centre Utilities Study Centre Insurance Study Centre Cleanin9 Office costs Flowers Old Tower Costs Olher Provision for Total 45.485 3.800 242 7,632 2,834 45.485 3,750 695 8,313 2,576 7,884 4.849 1,728 675 3,816 1.907 10.689 1.068 2.695 1,988 708 4,560 1,807 292 192 5,856 886 1,889 11,035 2,287 2.046 1,029 644 4,280 1,634 174 3.562 3,277 106 350 asl debtors Change In Market Valuo 2023 Investment Resarve The Stanle Grave Trust Chan e In market value 12.1151 65 2.050 {15,2501 Investments wlth CCLA The following investments are held with CCLA . All the units held are designated 'C8F-CoE' and are Income Units 2023 Value 2022 Value Fund Holding Units Cost COE Property 44,181.44 65,500 54,445 57,665 COE Global Equity 11,927.96 26,1))O 32,287 31.413 Fixed Interest 7.002.39 12.500 9,831 9,600 Total 104,000 96,563 98,678
St John the 8aptist Church, Shedfield Notes to Ihe Financial Statements Year ended 31st December 2023 io. The Stanley Grave Trw3t is an endowment fund consisting of 844 Fixed Inte$t Units. Fund Fixed Interest Units 2023 Value 2022 Value Stanle Grave Trust 1.222 1,157
St John the Baptist Church, Shedfield Independent Examiner's Report Year ended 315t D8rnber 2023 INDEPENDENT EXAMINER'S REPORT I report on the accounts for the year ended 31st December 2023 which are set out on pages 7 - 12. Respective responslbilitios of the Trustees and Independent Examiner As trustees of the charity, the members of the PCC are responsible for the preparation of the accounts. They consider that an audit is not required for this year under section 144(21 of the Charities Act 2011 (the 2011 Act) and that an independent examination is needed. It is my responsibility lo Examine the accounts under section 145 of the 2011 Act". Follow the procedures laid dovm in the General Directions given by the Charity Commissioners section 145{5)Ibl of the 2011 Act., and State whether particular matters have come to my attention. Basls of Independent Examlnevs Ststement My examination was ¢arried out in accordance wrth the General Directions given by the Charity Commission. An examination included a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also indude$ consideration of any unusual items or disclosures in the accounls 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 acwunts. Independent Examiner's Statement In connection with my examination, no matters have come to my attention 1. Which give me reasonable cause to believe that any material respect the reqU1ments To keep accounting records in accordance w5th s.130 of the 2011 Act., or To prepare accounts which accord wrth these accounting records have not been met,. or 2. To which, in my opinion, attention should te drawn in order to enable a proper understanding of thè accounts lo be reached. Fiona Lister ACA 1 Forge Cottages Durley Street Durley Southampton S032 2AB aolf