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2024-12-31-accounts

The Parochial Church Council of the Ecclesiastical Parish of St Andrew Bishopthorpe

Reports & Accounts Financial Year Ending 31/12/2024

Contents

Legal & Administrative Details Independent Examiners Report Receipts & Payments Statement Asset & Liability Statement Notes to the Accounts

Created with assistance of ExpensePlus

Legal & Administrative Details

Charity Name: The Parochial Church Council of the Ecclesiastical Parish of St Andrew Bishopthorpe

Charity Number: 1161767 Charity Address: The Parish Office St Andrews Church Hall Church Lane Bishopthorpe York YO23 2QG Trustees: Martin Sutton Stephen Hall Simon Bray Linda Brown (Appointed 12/09/2024) Rosemary Dunn Christine Hall Matthew Probert Tony Spreckley (Appointed 12/09/2024) Sally Sutton

Independent Examiner: Adrian Fuller 19 Bilsdale Close, York YO30 5TT

Trustees Report

Objects of the charity

The object of the PCC is to co ‐ operate with the priest ‐ in ‐ charge in promoting in the Parish of St Andrew Bishopthorpe and across the benefice of St Andrew's Bishopthorpe, St Chad's York and St Clement's York, i.e. the ‘Bishopthorpe Road Parishes’, the whole mission of the Church – pastoral, evangelistic, social and ecumenical. And to continue our ecumenical relationship with Bishopthorpe Methodist church.

The PCC is responsible for:

The PCC has powers under the Parochial Church Councils (Powers Measure) 1956 to enable it to discharge its duties by:

Summary of the charity's main activities and achievements

To further the above objects and vision, the charity\s main activities and achievements were as follows:

The number of people registered on the Electoral Roll stands at 56. Average attendance for the ten thirty Sunday Service standing at 25 adults and 4 children

To further the above objectives and vision, the charities main activities and achievements were as follows:

Regular Sunday services were held at 10:30am led by ordained and non-ordained church members. A refreshed approach to the 10:30am worship was introduced in September with the aim of making services more accessible and family friendly. In addition, regular traditional Holy Communion services are held on alternating Fridays at 10:15am. Morning prayer continues online on Monday and Thursday mornings. Summit meets weekly and is aimed at young people over 12 years old.

As part of the benefice we have a monthly prayer meeting and also a space for prayer and worship called 'Love Worship'.

We held an annual Christingle service at Christmas, Light, Love and Time to Remember that were extremely well attended by families in the village and church members. In addition an annual Holiday Club for children in the school holidays is run with support of the other parishes in the benefice.

Fundraising includes an annual garden party, concerts, St Crux cafe, an advent fair and participation in the village fair.

Outreach projects include Jesus & Me (JAM) at the local primary school; Quench Cafe, a combined effort with the Methodist church that is well received by the local community; regular

Jigsaw Afternoons at the Church Hall. A Treasurer was appointed at the beginning of the year in addition to the Benefice Administrator and Multiply Lay Worker.

Significant work has taken place on the building this year including the drainage system, new carpet in the church, church path maintenance and the installation of solar panels to the Church Hall.

The Church Hall continues to be maintained well providing space for church members as needed and a hub for small business owners and the local community.

St Andrew's Church continues to have a good relationship with the local schools where the Christian ideals of inclusivity and care were identified as being apparent throughout the school.

In planning the activities, the trustees have applied the guidance on public benefit issued by the Charity Commission.

Martin Sutton and Steve Hall Church Wardens

Financial Review

Unrestricted funds

During the year, we received £81,970. This is £19,330 more than the previous year. Planned giving increased by 11% to £9,917. Fundraising income was £4,203 which included the summer garden party, advent fair, craft stalls and St Crux . We received a grant from the local ward committee to support the improvement of storage in the church hall. Grants of £18,944 were received from the Feoffees of St Andrews in support of the maintenance of the buildings. We received £15,411 from hall and church lettings and £7,881 fees from weddings, funerals and burials in the churchyard. We received £1,938 from other church activities during the year. Gift aid claimed was £625 with an estimated £6,000 is expected to be received in 2025.

The expenditure for the year was £87,645 which is £27,011 more than last year. There was £12,945 spent on repairing the drains in the churchyard and additional £1,378 was spent maintaining the churchyard grounds. In addition, £3,096 was spent on the maintenance of the building. New carpet was installed in the church at a cost of £5,500. The building cost £8,996 to insure, clean, heat and light. The church hall cost £11,646 to light, heat and clean. The summer holiday club and other children and youth activities cost £837. The costs to run the church services was £6,544.The Diocesan Parish Share Contribution was £22,504. Following the appointment of the treasurer and administrator, together with clergy and other governance costs the total expenditure for these was £11,723. Mission and charitable donations included £1,500 to the Ho Diocese in Ghana and other donations of £976.

The expenditure for the year exceeded the income by £9,681. The church hall contributed £4,006. This resulted in the total expenditure exceeding income by £5,675.

At the end of the summer, following the appointment of the new treasurer, the PCC reviewed the funds that had previously been designated. These were now deemed not required and agreed to transfer the fund back into the general fund. These funds totalled £143,304. The funds that have been invested resulted in a growth of £4,993 and £12,000 was received from the repayment of the Old School Trust loan.

This resulted in the total unrestricted reserves increase of £11,318. The balance held at 31 December was £229,216 with £99,166 held in bank and cash accounts, £103,817 invested in the CBF Church of England Investment fund and £26,233 held in Shawbrook Bank 60 day notice account.

The church hall valuation is £147,646 and £11,493 is the balance of the Old School Trust loan.

Restricted funds

Donations totalling £12,575 were received during the year. These funds are to enable the PCC to explore the appointment of a youth worker (£12,000) and make payments to the Children’s Society (£412) and Christian Aid (£78). A donation of £85 was made to the Bell Ringers fund.

Several of the restricted funds were used to fund £2,341expenditure which included music and worship in church (£1,568), maintenance of the building (£150) and the summer holiday club (£25).

The annual Christingle service collection of £483 was donated to the Church of England Children’s Society and the Disasters Emergency Committee appeal of £116 paid to Christian Aid.

The total of restricted funds held at 31 December was £19,995.

Payments of £412 were due to be made at the beginning of 2025.

Third Party funds

We administer funds at funerals and weddings on behalf of the Diocese of York and nominated charities. These funds are passed through our bank account. We held £4,079 at the beginning of the year, received in £9,417 and paid out £13,213. This left £283 to be paid out at the end of the year.

Total funds

The total cash funds held on 31 December 2024 was £249,211.

Unrestricted Funds £ 229,216 Restricted Funds £ 19,995

Andy Hindle Treasurer

Reserves Policy

Money should only be kept in reserve for specific reasons – whilst the Bible clearly indicates that we should not hoard, it is also clear that sensible planning for known events and responsibility for others is important. It was therefore felt appropriate to keep six months general running costs in reserve. This amounts to £43,822. Any reserves held above this amount is to be invested for the benefit of the parish.

Slonatur• Thls report W88 approved by the trustees. and Is slgned on thelr behalf by". Name Simart Br

Independent Examiners Report

I report to the trustees on my examination of the accounts of The Parochial Church Council of the Ecclesiastical Parish of St Andrew Bishopthorpe ('the charity') for the year ended 31/12/2024.

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 all the applicable Directions given by the Charity Commission under section 145(5)(b) of the 2011 Act.

Independent Examiner’s Statement

I have completed my examination. I confirm that no material 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 accordance with section 130 of the 2011 Act; or

  2. the accounts do not accord with the accounting records.

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

Independent Examiner’s Details

Name: Adrian Fuller Address: 19, Bilsdale Close, York YO30 5TT

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Name Adrian Fuller
Signature
Date 20/05/2025
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Receipts & Payments Statement

Unrestricted Restricted Total Prior Year
Receipts
Donations & Legacies
Donations 18,381 12,575 30,956 19,745
Fundraising 4,203 0 4,203 3,343
Gift Aid 625 0 625 3,023
Grants 20,444 0 20,444 7,571
Legacies 1,000 0 1,000 0
Charitable Activities
Church Activities 1,444 0 1,444 41
Church Hall Activities 15,652 0 15,652 13,557
Statutory Fees Retained By PCC 7,881 0 7,881 5,202
Investments
Investment Income 2,757 0 2,757 1,777
Other
Other Income 9,583 0 9,583 9,582
Sale of Fixed Assets 0 0 0 0
Total receipts 81,970 12,575 94,545 63,841
Payments
Charitable Activities
Church Activities 0 0 0 0
Church Building Costs 17,592 150 17,742 9,237
Church Hall Running Costs 11,646 0 11,646 9,168
Church Mission Costs 837 24 860 367
Church Running Costs 6,544 1,568 8,113 6,258
Churchyard Maintenance Costs 1,378 0 1,378 1,420
Clergy and staff costs 7,539 0 7,539 2,042
Diocesan Parish Share
Contribution
22,504 0 22,504 27,500
Major Church Building Repairs 12,945 0 12,945 0
Major Church Hall Adaptions 0 0 0 0
Mission and Charitable
Donations
2,476 599 3,074 1,780
Other Expenditure 0 0 0 0
Raising Funds
Fundraising Costs 38 0 38 0
Governance Costs
Governance Costs 4,146 0 4,146 3,787
Other
Fixed Asset Purchases 0 0 0 0
Total payments 87,645 2,341 89,986 61,559
Net Receipts / Payments (before
transfers)
-5,675 10,234 4,559 2,282
Fund Transfers In 143,304 0 143,304 0
Fund Transfers Out 143,304 0 143,304 0
Unrestricted Restricted Total Prior Year
Unrealised Gains / Losses in
Investments
4,993 0 4,993 10,920
Repayment of The Old School
Trust Loan
12,000 0 12,000 9,500
Net Movement of Cash Funds 11,318 10,234 21,552 22,702
Total Cash Funds Brought
Forward
217,898 9,761 227,659 204,957
Total Cash Funds Carried
Forward
229,216 19,995 249,211 227,659
Represented By
General (Unrestricted) 183,969 0 183,969 43,024
Investment value fund
(Unrestricted)
45,989 0 45,989 40,995
Church Hall Fund (Designated) 412 0 412 206
Bishopthorpe Road Benefice
Fund (Designated)
-1,154 0 -1,154 0
Margaret Jones youth fund
(Restricted) (Restricted)
0 12,000 12,000 24
Appeal Collections (Restricted) 0 412 412 521
Music and choir fund
(Restricted)
0 796 796 2,205
Bellringing fund (Restricted) 0 5,122 5,122 5,187
Churchyard maintenance fund
(Restricted) (Restricted)
0 500 500 500
Vicar's discretionary fund
(Restricted)
0 1,165 1,165 1,165
Churchyard Maintenance Fund
(Designated)
0 0 0 7,515
Church building improvement
fund (Designated)
0 0 0 69,167
Church repair fund (Designated)
(Designated)
0 0 0 24,472
Car park fund (Designated) 0 0 0 11,757
Kneeler fund (Designated) 0 0 0 748
Margaret Jones youth fund
(Designated) (Designated)
0 0 0 9,024
Church repair fund - sound
system (Designated)
0 0 0 374
Organ fund (Designated) 0 0 0 5,859
Sanctuary fund (Designated)
(Designated)
0 0 0 7
Mission fund (Designated) 0 0 0 4,750
Sanctuary fund (Restricted)
(Restricted)
0 0 0 159

Asset & Liability Statement

Cash Assets

Cash Assets Cash Assets Cash Assets Cash Assets Cash Assets Cash Assets
Unrestricted Restricted Total Prior Year
CAF Bank – Cash A/C 1,035 0 1,035 9,004
CAF Bank – Gold A/C 95,151 20,278 115,429 97,106
Santander – Current A/C 2,890 0 2,890 215
Cash 90 0 90 540
Less Third-Party Funds held 0 (283) (283) (4,079)
Total 99,166 19,995 119,161 102,785
Investment Assets
Unrestricted Restricted Total Prior Year
CCLA CBF C of E Deposit Fund 1,000 0 1,000 1,000
CCLA CBF C of E Investment Fund 102,817 0 102,817 97,823
Shawbrook Bank 60 Day Notice a/c 26,233 0 26,233 26,050
Other 0 0 0 0
Total 130,050 0 130,050 124,873
Total Cash Assets
Unrestricted Restricted Total Prior Year
Total 229,216 19,995 249,211 227,659

Other Assets and Llablliti8$ (not In the accounts for 2024) Other Assets REs11 Y Ykll hurth 147.646 147.646 147,648 1998 É1.164 b￿•1￿1 •%p•ndbJr• The Old S¢hgKI Ttu# Lcfi9Twm LQ•n 111493 Llabllltles I￿￿Onde￿i F•• Du• Spryol&l oJl•cknfor 412 Total Assets less Llabllltles .￿P￿. T•141 407,8 276 Thlrd Party Llablllti88 Ti>TrU TNla Pwty Fun48h•h1 4M79 Slqnaturo These accounts have been approved by the tru3te8s, and are slgned on thelr behaff by.. 5jrfjn o 8￿pHI￿r$ 08le

Notes to the Accounts

1 Accounting Policies

The accounts have been prepared on a receipts and payments basis and comprise a statement that shows the charity's receipts and payments, a statement that summarises the charity's assets and liabilities and related notes. These have been prepared in accordance with the Church Accounting Regulations 2006.

General funds are unrestricted funds which are available for use at the discretion of the trustees in furtherance of the general objectives of the charity. Designated funds comprise unrestricted funds that have been set aside by the trustees for particular purposes. Restricted funds are donations which are to be used in accordance with specific restrictions imposed by donors; they include donations received from appeals for specific activities or projects.

2 Transactions to Related Parties

An Alpha course was run in March 2024 for the benefice by St Clements PCC. St Andrews PCC contributed £72 towards the costs.

The benefice employs an administrator and a Multiply Lay Leader for which payments to St Chad’s PCC from St Andrews PCC totalled £5,027.

The administrator for the Benefice uses a card for purchasing. This expenditure is charged to the CAF Bank Cash account using a fund created for this purpose.. This is then reimbursed by St Chad’s PCC and St Clements PCC. At 31 December £1,154 was due from the PCC’s.

3 Movement of Funds

Fund Name Opening Balance Income Expenditure Fund Transfers Closing Balance
General (Unrestricted) 43,024 70,742 73,101 143,304 183,969
Investment value fund
(Unrestricted) (note 8)
40,995 4,993 0 0 45,989
Church Hall Fund
(Designated)
206 17,152 11,646 -5,300 412
Bishopthorpe Road
Benefice Fund
(Designated) (Note 2)
0 0 1,154 0 -1,154
Margaret Jones youth
fund (Restricted)
(Restricted)
24 12,000 24 0 12,000
Appeal Collections
(Restricted) (Note 6)
521 490 599 0 412
Music and choir fund
(Restricted)
2,205 0 1,409 0 796
Bellringing fund
(Restricted)
5,187 85 150 0 5,122
Churchyard
maintenance fund
(Restricted)
500 0 0 0 500
Vicar's discretionary
fund (Restricted)
1,165 0 0 0 1,165
Churchyard
Maintenance Fund
(Designated)
7,515 4,684 1,048 -11,151 0
Church building
improvement fund
(Designated)
69,167 0 0 -69,167 0
Church repair fund
(Designated)
24,472 1,392 696 -25,168 0
Car park fund
(Designated)
11,757 0 0 -11,757 0
Kneeler fund
(Designated)
748 0 0 -748 0
Margaret Jones youth
fund (Designated)
9,024 0 0 -9,024 0
Church repair fund -
sound system
(Designated)
374 0 0 -374 0
Organ fund
(Designated)
5,859 0 0 -5,859 0
Sanctuary fund
(Designated)
7 0 0 -7 0
Mission fund
(Designated)
4,750 0 0 -4,750 0
Sanctuary fund
(Restricted)
159 0 159 0 0
TOTAL 227,659 111,538 89,986 0 249,211

Church Hall Fund

This fund is used to administer the finances of operating the church hall. An annual surplus is desired which is transferred to the unrestricted general fund for use by the parish. The surplus for 2024 was £5,506 and £5,300 was transferred to the general fund.

Margaret Jones youth fund

A donation of £12,000 has been received to enable the PCC to explore the resourcing of youthwork in the parish.

Music and Choir Fund

This fund is used to support the worship in the church.

Bellringing Fund

This fund is used to support the maintenance of the church bells.

Churchyard Maintenance Fund

This fund was set up for a project in the Churchyard. This project is currently on hold.

Vicar's discretionary fund

This may be spent at the discretion of the parish priest for the relief of poverty in the parish.

The PCC met during the summer to review the funds that the PCC had previously designated for specific purposes and projects. It was agreed to cease the designated funds and return them back to the unrestricted general fund. However, the Church Hall fund and the Benefice fund were deemed to be still required.

4 Further analysis of receipts and payments

Receipts

Receipts Receipts Receipts Receipts Receipts
Note
Unrestricted
Restricted
Total
Prior
Year
Donations & Legacies
Donations 18,381 12,575 30,956 19,182
Planned Giving 9,917 0 9,917 8,935
Collections 2,984 0 2,984 6,133
Refreshments 204 0 204 225
Gift Aided Donations 1,220 12,000 13,220 0
Children's Societycollection 0 412 412 483
Christian Aid collection 0 78 78 38
Other donations 4,057 85 4,142 3,367
Fundraising 4,203 0 4,203 3,343
Advent / Christmas Fair 758 0 758 0
Craft stalls 339 0 339 0
Gardenparty 1,130 0 1,130 0
Gift Day 0 0 0 1,063
St Crux 1,393 0 1,393 0
Carpark rent 0 0 0 648
Other fundraisingevents 583 0 583 1,632
Gift Aid 625 0 625 3,023
Gift Aid recovered 625 0 625 3,023
Grants 20,444 0 20,444 7,571
Governmentgrants 1,500 0 1,500 0
Non-governmentgrants 18,944 0 18,944 7,571
Legacies 1,000 0 1,000 0
Charitable Activities
Church Activities 1,444 0 1,444 41
Church buildinghire 253 0 253 41
Holidayclub 482 0 482 564
Jigsaw outreach sessions 165 0 165 0
Youth & children's activities 544 0 544 0
Church Hall Activities 15,652 0 15,652 13,557
Church hall lettings 15,158 0 15,158 13,557
Other income 494 0 494 0
Statutory Fees Retained By PCC 7,881 0 7,881 5,202
Churchyard burial fees 2,394 0 2,394 0
Churchyard burial of ashes 1,750 0 1,750 0
Churchyard memorials 1,860 0 1,860 0
Funeral service fees 1,421 0 1,421 0
Weddingservice fees 456 0 456 0
Investments
Investment Income 2,757 0 2,757 1,777
Bank interest 2,757 0 2,757 1,777
Other
Other Income 9,583 0 9,583 9,582
Mobile mast 9,583 0 9,583 9,582
Total receipts
81,970
12,575
94,545
63,842

Payments

Payments
Note Unrestricted Restricted Total Prior
Year
Charitable Activities
Church Activities 0 0 0 0
Church Building Costs 17,592 150 17,742 9,237
Buildingfixtures & fittings 5,500 0 5,500 0
Buildingmaintenanceplanned 400 0 400 0
Buildingmaintenance repairs 2,695 150 2,845 831
Insurance 5,264 0 5,264 4,994
Utilities - electric 606 0 606 554
Utilities -gas 2,955 0 2,955 2,701
Utilities - water 172 0 172 157
Church Hall Running Costs 11,646 0 11,646 9,168
Church hall repairs 444 0 444 302
Church hall adaptions 1,200 0 1,200 0
Church hall cleaning 6,888 0 6,888 6,088
Church hall equipment 961 0 961 0
Utilities - electric 685 0 685 709
Utilities -gas 1,275 0 1,275 1,361
Utilities - water 71 0 71 380
Other costs 122 0 122 328
Church Mission Costs 837 24 861 367
Holidayclub 211 24 235 367
Mission and outreach costs 625 0 625 0
Church Running Costs 6,544 1,568 8,112 6,258
Admin expenses 252 0 252 0
Bank charges 114 0 114 116
Books and stationery 0 0 0 10
Equipment & Consumables 573 0 573 0
Flowers for services 413 0 413 0
Licences & subscriptions 414 1,316 1,730 1,174
Office telephone & broadband 1,376 0 1,376 946
Other church runningcosts 119 93 212 899
Printing&photocopying 2,049 0 2,049 2,179
Publicity 560 0 560 0
Sanctuaryexpenses 210 159 369 456
Trainingexpenses 0 0 0 0
Upkeepof services 378 0 378 0
Website 0 0 0 0
Youth & children's activities 87 0 87 478
Churchyard Maintenance Costs 1,378 0 1,378 1,420
Churchyard maintenance costs 0 0 0 0
Churchyardgrave diggingfees 530 0 530 0
Churchyard equipment 486 0 486 0
Churchyard Consumables 362 0 362 0

Payments Continued

Payments Continued Payments Continued Payments Continued Payments Continued Payments Continued
Note
Unrestricted Restricted Total
Prior
Year
Charitable Activities
Clergy and Staff Costs 7,539 0 7,539 2,042
HR &payroll costs 2,124 0 2,124 1,420
MultiplyLayWorker salary 950 0 950 0
Operations Manager salary 4,077 0 4,077 0
Retiredpriest expenses 54 0 54 0
Vicar's expenses 334 0 334 622
Vicarage expenses 0 0 0 0
Diocesan Parish Share Contribution 22,504 0 22,504 27,500
Major Building Repairs 12,945 0 12,945 0
Major church buildingrepairs 12,945 0 12,945 0
Mission and Charitable Donations 2,476 599 3,075 1,780
Children's Society 0 483 483 0
Christian Aid 0 116 116 0
Ho Diocese(Ghana) 1,500 0 1,500 1,500
Other mission and charitydonations 976 0 976 280
Other Expenditure 0 0 0 0
Raising Funds
Fundraising Costs 38 0 38 0
Fundraisingfood costs 38 0 38 0
Fundraisingother costs 0 0 0 0
Fundraising publicitycosts 0 0 0 0
Governance Costs
Governance Costs 4,146 0 4,146 3,787
Accountancycosts 716 0 716 3,787
Legal fees 108 0 108 0
PCC Expenditure 79 0 79 0
Treasurer Salary 3,242 0 3,242 0
Other
Fixed Asset Purchases 0 0 0 0
Totalpayments
87,645
2,341
89,986
61,559

5 Grants

We received a grant of £1,500 funding towards some storage and equipment in the hall from the Bishopthorpe Ward Committee, via City of York Council.

We also received £18,944 funding from the Feoffees of St Andrews Church towards the insurance and also to the repairs to the drains in the churchyard.

6 Appeal Collections

Collections were taken at services during the year for the following charities:

Opening
Balance
Income Expenditure Closing
Balance
Children’s Society 483 412 483 412
Christian Aid 38 78 116 0
Total 521 490 599 412

7 Third Party funds

Collections and fees were received at funerals, weddings and other services during the year. These funds are administered on behalf of the following charities and organisations and remitted direct to them:

direct to them:
Opening
Balance
Income Expenditure Closing
Balance
Bellringers fees 180 280 460 0
Diocese of York 3,201 3,320 6,313 208
Various Funeral
Collections
623 3,309 3,932 0
Organist Fees 75 825 825 75
Retired Priests Fees 0 1,043 1,043 0
Verger Fees 0 640 640 0
Total 4,079 9,417 13,213 283

8 Investments

Funds held that exceed the reserve policy are invested in the following funds:

Movements in the year:

Fund Opening
Balance

Purchase
of Units /
deposit of
funds
Sale of
Units /
withdrawal
of funds
Unrealised Gain /
(Loss)
/ Interest added
Closing
Balance
31 Dec
CCLA CBF C of E
Deposit Fund*
1,000 0 0 0 1,000
CCLA CBF C of E
Investment Fund
97,823 0 0 4,993 102,817
Shawbrook Bank 60 Day
Notice a/c
26,050 0 0 183 26,233
Total 124,873 0 0 5,176 130,049

*Interest is paid quarterly in to the CAF Bank Gold account.

9 The Old School Trust Loan

Explanation of loan

Explanation of loan
Opening
Balance
Repayments Closing
Balance
The Old School Trust
Loan
23,493 12,000 11,493