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2024-12-31-accounts

St Mary Magdalene, South Bersted

Trustees Annual Report for 2024

OUR AIMS AND PURPOSES AS A CHARITY

The primary objective of St Mary Magdalene’s PCC is the promotion of the Gospel of our Lord Jesus Christ according to the doctrines and practices of the Church of England. The PCC has the responsibility of co-operating with the incumbent, the Revd Tim Crook, in promoting in the ecclesiastical parish the whole mission of the Church, pastoral, evangelistic, social and ecumenical.

Our aim at South Bersted, as stated in our Mission Statement, is, ‘To know Jesus Christ better and make Him better known’ and to make and mature more, maturing-making disciples of Jesus Christ. Mindful always of this, our objectives for 2024 were:

B RING : Hospitality, welcome, advertising and ‘Bring-vitations’ to Sunday gatherings and other events.

E VANGELISE : Unashamed clear and confident Gospel sharing at services, events, courses & 1-2-1’s.

R OOT : Discipleship, with a year-long cohort, beginning with ‘The Bible Course’.

S TRENGHTEN : Small Groups studying the bible to follow-up Sunday sermons and help apply them to everyday life.

T RAIN : Gospel-driven Bible truth, equipping all ages to navigate God’s way and thrive in life’s challenges today. A ‘Train To Serve’ leadership pipeline cohort.

E XALT: Raising our supernatural God to His rightful first place in all of our thoughts, words and deeds. Meeting for corporate prayer (Powerhouse) and expressing with gratitude our entire dependence on Him

D ISPATCH : Sending out workers into the Harvest field to make and mature more disciple-making, growing and gracefilled Jesus followers, locally, regionally, nationally and overseas.

WHAT WE PLANNED TO DO TO ACHIEVE OUR CHARITABLE OBJECTIVES

When planning our activities for the year, our incumbent and the PCC have considered the Charity Commission’s guidance on public benefit and, in particular, the specific guidance on ‘charities for the advancement of religion’. The PCC has complied with the duty to have due regard under section 5 of the Safeguarding and Clergy Discipline Measure 2016, fully recognising its duty to have full regard to House of Bishop’s guidance on safeguarding children and vulnerable adults. The safeguarding policy is accessible from the Church’s website.

For 2024, the following objectives and activities were planned to fulfil our aims:

to provide worship services which are relevant and accessible to all members of our parish community to teach, baptise and nurture new and existing believers

to engage in evangelism and outreach to the parish in various ways to provide pastoral care for people whether part of South Bersted Church or not to support Christian mission activities in this country and abroad

WHAT WE ACHIEVED AND HOW WE AFFECTED BENEFICIARIES LIVES

ATTENDANCE AT WORSHIP

Our worshipping community welcomes visitors from within as well as outside the parish boundary, especially on our Livestream. It is our great pleasure to serve anyone from all walks of life to take part in the life of the church. We believe that voluntary attendance to worship the Lord Jesus Christ is a major demonstration of the public benefit of our activities.

The Electoral Roll at the end of 2024 stood at 79, of whom 32 were resident in the parish and 47 were non-resident.

The church endeavoured to continue providing worship opportunities through on-line live-streamed services on YouTube. We look to encourage the deepening of the faith of all ages, our monthly ‘Powerhouse’ prayer meeting continued and reintroduced a daytime option to supplement the evening opportunity.

Over the Christmas period a variety of services were held including: ‘Operation Christmas Child’ shoebox collection partnering with Samaritan’s Purse, Advent Sunday Christingle, South Bersted School Carols, Carols by Candlelight, Christmas Eve Crib Service, Christmas Communion and All-Age Celebration.

TEACHING, BAPTISING AND NURTURING NEW AND EXISTING BELIEVERS

Throughout the year the Gospel has been preached faithfully in Sunday sermons, which are also available on the website for those who miss them for any reason.

All termtime preaching series are followed up in Small Groups, which enable members to dig deeper into the Bible together, to learn more about God’s plan for us, and to encourage one another in our daily walk. We participated in Chichester Diocese’s ‘Year of the New Testament’ initiative by preaching through the Gospel of Mark, Paul’s Letters (Christian Training) and Revelation. We reviewed the Two Ways To Live outline in the summer. The Bible In One Year was also promoted.

The experimental ‘Jude’s Sunday Gang’ in our Hall at 10am in term-time for families continued. Using the excellent resource material, Jude (a puppet lion) introduces bible stories. Families sit and learn together at tables, engaging in the up-front bible teaching led by the vicar and discussions, quizzes, crafts and songs. Children must be accompanied by an adult. Breakfast Baps are served from 9.45am.

As a church, we are involved in helping the children of our local Church of England primary school to explore all aspects of faith, and once again our vicar has either gone into the school on a regular basis for collective worship, R.E lessons, and whole school worship in the church building. Helen Lambert continues her position as an invaluable Foundation Governor and was joined by Sandra-Louisa Bosley. We provided a new academic year ‘brunch’ for the school staff.

A ‘Walk Through the New Testament’ was offered, split over 2 Saturdays and led by Ian Crossley. Everyone@11 visiting preachers included Ish (Our Cancer Journey), James Baron (Ford Prison), Dr Paul Adams (Beaconlight/Word@Work), Rupert Shelley (Crosslinks), Dr Jim Paul (L’Abri), Bishop Ruth (Solitude Island Songs), Robert Lovatt, Richard Borgonon (The Word 121) and Captain Chad Usher (Remembrance).

Church members have participated in a variety of additional and extremely helpful training opportunities including Rachel Jordan-Wolf speaking on the ‘Talking Jesus’ survey at the Chichester Diocesan Evangelical Fellowship conference in Crawley, Dr Paul Adams on Gospel Ministry Dynamics and Dave Jensen on Hearts On Fire at an Evangelism conference livestreamed in Hove. It was hoped to have a summer church ‘Weekend At Home’ (more manageable than a church Weekend Away at Duncton), but plans had to be hastily re-arranged when the speaker sadly had to pull out last-minute due to Covid, however our vicar Tim introduced a BERSTED pathway for us to engage with over fabulous food.

4 weddings, 2 renewal of wedding vows, 1 order of prayer and dedication after a civil marriage, 2 baptisms, 4 Blessing/Thanksgivings and 12 funerals were held in the church building during 2024 and 5 funerals elsewhere.

TO ENGAGE IN EVANGELISM AND OUTREACH TO THE PARISH IN VARIOUS WAYS

As well as regular special services during the year, including Candlemas, Good Friday by Candlelight, Harvest and Remembrance to which we invite all residents of the parish and beyond, we endeavour to host various social events to which we can invite friends, family, colleagues, neighbours and contacts. In 2024 these were the annual Hotham Wreath Laying ceremony (18[th] Jan), a family Light Party (a positive alternative to Halloween), Charity Festive Christmas Concert with the Bognor Regis Concert Band, raising funds for bibles for our school children and Stand By Me charity. The Regis Jazz Band tea-party in the Spring raised funds for us to install an external Defibrillator to serve our local neighbours.

In addition to offering Hope Explored & Christianity Explored, the 321 course was offered in Lent and the ALIVE course post-Easter. The Hymns We Love course, Vox (for youth) and the Life series were all experimentally promoted also.

Our church continues to be appreciated by our parishioners and others as a space where life events are celebrated with joy and thanksgiving. Funerals are a special time for ‘providing comfort to the bereaved’, and we do all they can to ensure that the service provides that comfort and help. An evening Commemoration for the faithful departed was held around the time of All Souls, followed by refreshments.

Saturday morning ‘Open For Coffee’, in the church building provided a community Fairtrade cafe, a ‘warm welcome’ space for local people to come and enjoy a coffee, homemade cake, and there are always church members or the vicar there to talk to. This was supplemented with Thursdays 9-11.30am, experimentally relocated in our church hall.

Our Church Hall is available for use by community groups and organisations. The church seeks to ensure that the hall serves the local community, and aims to maintain good relationships with hall users. Our longstanding caretaker retired and a new one was appointed whilst other volunteers work hard to ensure that the hall is clean, safe and fit for purpose.

TO PROVIDE PASTORAL CARE FOR PEOPLE WHETHER PART OF SOUTH BERSTED CHURCH OR NOT

Our church has provided pastoral care to many members who have been ill or housebound during the year. This has involved hospital visiting, taking round meals, sending cards, taking people to hospital, telephoning, praying and many other things, often quietly in the background with no-one knowing.

We have partnered with the Bognor Regis Food Bank for many years, our vicar was able to successfully transition out of and pass on the role of chair of Trustees in 2024. CAP Money (Christians Against Poverty) courses have been promoted.

Monthly ‘Everyone@11’ gatherings are followed by a fellowship Bring & Share lunch to help unite our church family.

TO SUPPORT CHRISTIAN CHARITIES AT HOME AND ABROAD

In 2024 we restated our commitment that the first 5% of income should go to Christian outreach mission giving.

We also support the Samaritan’s Purse Operation Christmas Child Shoebox Appeal, which is a major event in the life of the church.

FINANCIAL REVIEW

RESERVES POLICY

The trustees have considered the level of reserves they wish to retain, appropriate to the charity’s needs. This is based on the charity’s size and level of financial commitments held. The trustees aim to ensure that the charity will be able to continue to fulfil its charitable objectives even if there is a temporary shortfall in income or unexpected expenditure.

The trustees have not impinged in any way on restricted funds or CCLA investments and will endeavour not to set aside funds unnecessarily.

The trustees undertake an annual Risk Assessment and actively review the major risks which the charity faces on a regular basis and believe that maintaining the free reserves stated, combined with the annual review of the controls over key financial systems carried out on an annual basis will provide sufficient resources in the event of adverse conditions. The trustees have also examined other operational and business risks which they face and confirm that they have established systems to mitigate the significant risks.

The PCC has written policies on the following procedures:

  1. Legacies; 2. Investments; 3. Conflict of Interest;

  2. Complaints Handling; 5. Risk Management; 6. Committed to Volunteering;

  3. Safeguarding

STRUCTURE, GOVERNANCE AND MANAGEMENT

The Parochial Church Council [PCC] is registered with the Charity Commission as required by the Charities Act 2011. Its governing document is the Parochial Parish Councils [Powers] Measure 1956.

During the year the following served as members of the Parochial Church Council.

Ex-Officio members

Incumbent Revd Tim Crook Chairman

Deanery Synod Reps

Mr Peter Lambert [appointed to PCC May 2022 until 2025, and to Deanery Synod Nov 2023]

Elected Members Mr Darren Barber [re-appointed May 2022, until 2025] Treasurer

Membership of the PCC is determined under the Church Representation Rules and consists of certain ex-officio members [the Incumbent, Churchwardens and Deanery Synod representatives] and up to 9 (or 12 if the total Electoral Roll is more than 100) members of the Electoral Roll who are elected at the Annual Parochial Church Meeting [APCM] to serve for 3 years on a staggered basis. The PCC has not passed a resolution to limit those who have served from being re-elected. Members are warmly encouraged to stand for election to the PCC and we try to ensure a balance of skills and experience where possible.

This Trustees’ Annual Report was approved by the PCC and signed on their behalf by The Revd Tim Crook, PCC Chairman

Date 15[th] April 2025

ANNUAL REPORT AND FINANCIAL STATEMENTS FOR THE YEAR ENDED 31ST DECEMBER 2024

PAROCHIAL CHURCH COUNCIL ST MARY MAGDALENE SOUTH BERSTED, BOGNOR REGIS

CHARITY REGISTRATION NUMBER: 1162924

Page 2 Independent Examiner's Report to the Trustees Page 3 Statement of Receipts and Payments Page 4 Statement of Assets and Liabilities Pages 4 to 8 Notes to the Accounts

INDEPENDENT EXAMINER:

Paul Bailey MAAT

19 Regents Way West Meads Bognor Regis West Sussex PO21 5QW

Page 1 of 8

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SOUTH BERSTED PAROCHIAL CHURCH COUNCIL

STATEMENT OF RECEIPTS AND PAYMENTS FOR THE YEAR ENDED 31ST DECEMBER 2024

Notes
RECEIPTS :
Voluntary Receipts
2a
Activities for Generating Funds (Trading)
2b
Charitable Activities
2c
Investment Income
2d
Other Receipts
2e
TOTAL RECEIPTS
PAYMENTS :
Fundraising Costs (Trading)
3a
Charitable Activities
3b
TOTAL PAYMENTS
NET INCOMING/(OUTGOING) RESOURCES
Cash funds last year end
Funds Transfer
CASH FUNDS THIS YEAR END
Unrestricted
Restricted
Total
Total
Funds
Funds
2024
2023
£
£
£
£
35,619
-
35,619
55,198
36,001
-
36,001
24,485
3,885
40
3,925
6,196
-
122
122
120
13,736
804
14,540
70
89,241
966
90,207
86,069
21,576
-
21,576
16,034
82,265
2,346
84,611
53,702
103,841
2,346
106,187
69,736
-14,600
-1,380
-15,980
16,333
50,681
4,560
55,241
38,908
470
-
470
-
-
35,611
3,650
39,261
55,241

The notes on pages 5 to 8 form part of these accounts. All operations are continuing operations.

Page 3 of 8

SOUTH BERSTED PAROCHIAL CHURCH COUNCIL

STATEMENT OF ASSETS AND LIABILITIES AS AT 31ST DECEMBER 2024

ASSETS
Church Cash Funds:
Current Account
TOTAL CASH FUNDS
Represented by:
Unrestricted Funds
Designated Funds
Restricted Funds
Assets retained for the Charity's own use:
Fletcher Income Shares
Other Monetary Assets:
Other Recoverable Amounts Due
LIABILITIES
Diocesan Fees (Weddings & Funerals)
Wages and Salaries
Credit Card
31-Dec
31-Dec
Unrestricted
Restricted
2024
2023
Fund
Fund
Total
Total
£
£
£
£
35,611
3,650
39,261
55,241
35,611
3,650
39,261
55,241
17,165
0
17,165
16,578
18,446
0
18,446
34,173
0
3,650
3,650
4,490
35,611
3,650
39,261
55,241
0
4,317
4,317
4,202
0
0
0
0
0
4,317
4,317
4,202
266
0
266
2,000
0
0
0
0
179
0
179
51
445
0
445
2,051

TRUSTEES RESPONSIBILITIES IN RELATION TO FINANCIAL STATEMENTS

Charity Law requires the Trustees to prepare financial statements for each financial year which comply with the regulations set out in the Charities Act 2011. The Trustees have elected to take advantage of the provisions that apply to small charities and have prepared a Receipts and Payments Account and Statement of Assets and Liabilities which are set out on pages 3 to 4.

Approved by the Parochial Church Council on 15th April 2025.

And signed on their behalf by

Revd Tim Crook, Chairman

Page 4 of 8

SOUTH BERSTED PAROCHIAL CHURCH COUNCIL

NOTES TO THE ACCOUNTS FOR THE YEAR ENDED 31ST DECEMBER 2024

1. BASIS OF ACCOUNTING

The accounts have been prepared under the “Receipts and Payments” basis as prescribed by the Charity Commissioners, and they meet the appropriate legal requirements.

2. RECEIPTS

2. RECEIPTS
Note
a) Voluntary Receipts
Planned Giving
Legacies
Donations
Loose Offerings
Easy Fundraising
Gift Aid Tax Recovered
Special Appeals
b) Activities for Generating Funds (Trading)
Weddings & Funerals - PCC Fees
7
Weddings & Funerals - Diocesan Fees
Weddings & Funerals - Provision of Organist
Weddings & Funerals - Provision of Verger
Weddings & Funerals - Winter Heating
Church Hall Lettings
c) Charitable Activities
Open For Coffee
Hospitality
Teaching Resources
Other Designated Funds
Other Restricted Funds
d) Investment Income
Fletcher Dividends Received
e) Other Receipts
Appeals
Insurance Claim
Miscellanous Receipts
Returnable Deposits
Unrestricted
Restricted
Total
Total
Funds
Funds
2024
2023
£
£
£
£
19,128
0
19,128
18,453
0
0
0
18,769
3,517
0
3,517
6,967
2,947
0
2,947
2,141
41
0
41
179
6,193
0
6,193
6,495
3,793
0
3,793
2,194
35,619
0
35,619
55,198
2,898
0
2,898
2,121
3,670
0
3,670
2,000
580
0
580
130
505
0
505
295
550
0
550
0
27,798
0
27,798
19,939
36,001
0
36,001
24,485
2,226
0
2,226
2,896
898
0
898
1,170
292
0
292
358
469
0
469
563
0
40
40
1,209
3,885
40
3,925
6,196
0
122
122
120
0
122
122
120
0
804
804
70
13,472
0
13,472
0
65
0
65
0
199
0
199
0
13,736
804
14,540
70

Page 5 of 8

SOUTH BERSTED PAROCHIAL CHURCH COUNCIL

NOTES TO THE ACCOUNTS

FOR THE YEAR ENDED 31ST DECEMBER 2024

3. PAYMENTS
Note
a) Fundraising Costs (Trading)
Weddings & Funerals
Weddings & Funerals - Diocesan Fees (2023 Liability)
Weddings & Funerals - Diocesan Fees (2024)
7
Weddings & Funerals - Provision of Organist
7
Weddings & Funerals - Redeemed Deposits
7
Church Hall
Caretaker
Insurance
Maintenance & Hall Supplies
Utilities
Waste Collection
Events and Resources
Open for Coffee
Hospitality
Teaching Resources
b) Charitable Activities
Ministry Costs
Parish Share
6
Locum Fees
Church Running Costs
Office Expenses
Services
Vicar's PA
PAYE Paid
Broadband
Advertising
Church Maintenance
Utilities
Insurance
Repairs and Maintenance
Quinquennial Expenditure
Organ Tuning
Vicar and Vicarage
Council Tax and Utilities
Vicar's Expenses
Other General Fund Payments
Examination and Accountancy Costs
Governance
Miscellaneous
Restricted and Designated Fund Payments
Mission Giving
Appeals
Church AV
Carpark and Hall Improvements
All Other Designated Funds Payments
All Other Restricted Funds Payments
Unrestricted
Restricted
Total
Total
Funds
Funds
2024
2023
£
£
£
£
2,000
0
2000
0
3,404
0
3404
0
140
0
140
0
300
0
300
0
3,075
0
3,075
3,752
2,419
0
2,419
2,367
405
0
405
885
5,618
0
5,618
5,895
610
0
610
1,091
2,246
0
2,246
996
888
0
888
837
471
0
471
211
21,576
0
21,576
16,034
20,362
0
20,362
19,699
152
0
152
1,379
2,535
0
2,535
2,805
1,303
0
1,303
1,379
7,488
0
7,488
6,802
0
0
0
487
510
0
510
439
0
0
0
22
4,932
0
4,932
4,765
2,957
0
2,957
2,894
3,662
0
3,662
1,345
0
0
0
0
245
0
245
499
3,987
0
3,987
3,712
1,867
0
1,867
1,919
56
0
56
762
12
0
12
0
0
0
0
23
1,487
0
1,487
3,533
0
250
250
0
4,614
0
4,614
0
12,796
0
12,796
0
13,300
0
13,300
1,716
0
2,096
2,096
902
82,265
2,346
84,611
53,702

Page 6 of 8

SOUTH BERSTED PAROCHIAL CHURCH COUNCIL

NOTES TO THE ACCOUNTS FOR THE YEAR ENDED 31ST DECEMBER 2024

4. FUNDS
Note
GENERAL FUNDS
DESIGNATED FUNDS
Christians Against Poverty (CAP)
Churchyard
Church Sound and Projection
Hospitality
Insurance Claim (Lightning Strike)
Mission
Open for Coffee
Quinquennial Provision
Storage Container
Teaching Resources
8
Verger's Fund
Other Designated Accounts
8
TOTAL DESIGNATED
TOTAL UNRESTRICTED
RESTRICTED FUNDS
Appeals
Choir
Defibrillator Fund
Fletcher Alms
Flower Fund
Hall Kitchen
Puppets
Sunday School
Vicar's Projects
TOTAL RESTRICTED
GRAND TOTALS
Balance
Balance
01-Jan
31-Dec
2024
Income
Expenditure
Transfers
2024
£
£
£
£
£
16,578
71,884
68,040
-3,256
17,165
441
-
45
-
396
4,495
-
484
550
-
3,461
0
469
4,614
4,145
0
395
898
888
-
405
0
13,472
12,770
702
-
0
134
-
1,487
1,546
193
2,752
2,226
2,246
-
2,732
600
-
-
600
1,200
4,500
-
3,066
-
1,434
43
292
471
-
136
-
3,199
-
-
2,253
-
946
17,544
-
9,730
-
7,814
34,103
17,357
35,801
2,786
18,446
50,681
89,241
103,841
470
-
35,611
70
803
250
80
-
543
52
-
-
-
52
1,429
40
2,019
550
0
2,040
122
-
-
2,162
128
-
-
-
128
98
-
-
-
98
12
-
-
-
12
676
-
77
-
599
54
-
-
-
54
4,560
966
2,346
470
3,650
55,241
90,207
106,187
0
39,261

Page 7 of 8

SOUTH BERSTED PAROCHIAL CHURCH COUNCIL

NOTES TO THE ACCOUNTS FOR THE YEAR ENDED 31ST DECEMBER 2024

5. STAFF COSTS AND PAYMENTS TO TRUSTEES

The collective PCC members received reimbursement payments for purchases made on behalf of the Church totalling £10,755.27 . No payments were made to PCC members in the form of salary or wage as employees of the PCC.

The collective PCC members made voluntary contributions to Church funds, excluding Gift Aid claimed on their behalf, totalling £7,949.72 . No material transactions took place between the Church and PCC members or any person connected to them.

6. PARISH SHARE

For 2024, South Bersted PCC pledged a figure of £20,362 which was equal to 25 % of the Parish Ministry Costs for the year and during the year were able to pay the full amount of that pledge, leaving no liability to be carried into 2025.

7. FEES FROM WEDDINGS & FUNERALS

5 Year Historic Activity Overview

2020 - 13 funeral services, 0 weddings 2021 - 11 funeral services, 2 weddings 2022 - 8 funeral services, 2 weddings 2023 - 9 funeral services, 3 weddings

2024 - 17 funeral services, 4 weddings

8. DESIGNATED FUNDS

For simplification, some of the historic designated funds with a balance but no transactions for a few years, have been concolidated as follows:

ABC - balance at 31/12/23 was £304 - moved to 'Other Designated Funds'

Candy Floss - balance at 31/12/23 was £151 - moved to 'Other Designated Funds'

Dunction - balance at 31/12/23 was £21 - moved to 'Other Designated Funds'

Marketing Fund - balance at 31/12/23 was £66 - moved to 'Other Designated Funds'

Vicar's PA - Additional Hours - balance at 31/12/23 was £210 - moved to 'Other Designated Funds' Book Sales - balance at 31/12/23 was £43 - moved to 'Teaching Resources'

Appeals - balance at 31/12/23 was £70 - moved from Designated to Restricted funds

Page 8 of 8

ANNUAL REPORT AND FINANCIAL STATEMENTS FOR THE YEAR ENDED 31ST DECEMBER 2024

PAROCHIAL CHURCH COUNCIL ST MARY MAGDALENE SOUTH BERSTED, BOGNOR REGIS

CHARITY REGISTRATION NUMBER: 1162924

Page 2 Independent Examiner's Report to the Trustees Page 3 Statement of Receipts and Payments Page 4 Statement of Assets and Liabilities Pages 4 to 8 Notes to the Accounts

INDEPENDENT EXAMINER:

Paul Bailey MAAT

19 Regents Way West Meads Bognor Regis West Sussex PO21 5QW

Page 1 of 8

INDEPENDENT EXAMWER? REPORTON ThE ACCOUP4T8 Rop)rt 10 tho Inth8slm8mbor5 of the South 8ethd Parochiwl ¢hur¢h Counra on onnual •ctounts for tha •nded 31st Dgcerntrm 2024 3gt wt on [ffj￿ 3 to 8. The truslees coThg#Jw that an 8￿Jt 15 for Ihkn ywr •clon 144R) of tho Chlths Pd 2011 Ohe Ad), and that an independent exa￿￿natiOn needed. my resp)nw141ty to.. mino thg awwnts lundor lec1￿ 145 olth• lo lollrnv Ihe w￿￿UreS l•J do1￿ th• ¢ommb8trJn lund&r •¢db)n 145151(bl of th8 A¢t. ond knd•p•nd•nt •A•rnlnrfs st•t•m •nmlrwlknn wa8 oul In Kcord8rKe General DY•rkn• Ch•rtJt Comm•Sorm. An oxamth4Ion Ind￿￿81 a reth4 ol Iho 0¢¢oUn￿ r•¢or¢s kept ty lh• •r¥J • C¢)m￿rI￿on of the Jc¢oun15 pr￿Trtsd %¥lth Ihose ¢wd•. M a￿0 ind￿￿01 Mn¥J•r•loD ol •ny •mB ¢x di￿r￿ ￿ th• accounty, OXF48Th￿￿￿n from Iho tru••• Concomi￿ any such matt•rn. Th• urJortkon <10 not provth •ll th• •¥Jonco th•t ¥KJukl ￿ roquSr•d an oudtt, gTrJ conwu¢nty no ovn￿n •• to ￿et￿r thfr ac¢thJnts wa•nt a I￿• laK ar￿ lh• ¥•pJrt ￿ limtted to Iml•p•nd•n¢ •x•mkn•rf• •t•t•n In th• eourn• of my •x#nNn#tbJrt, no mth h•b eom•kn ry •tt•r lh 9￿¥ mo r•••0M￿o to tll6¥• Ihal kn. any mal•tsl r•ycl. th• tru￿00￿ requtrorn•nl#.' lo keep occountsy kn 9￿r￿•T￿o seclh)n 1.130 olih• ￿t.. a to v+lh. kn my •tt•nkn •houhJ b•drvm kn wd•f to •n•bl• • yop•r oftr*• acc¢unts to b• r••th•d. Paul B•lkny IAAAT 19 R•a•nts Bconor R•0 P021 SQW 1•¢ ￿Y2021 P•¢e2ofl

SOUTH BERSTED PAROCHIAL CHURCH COUNCIL

STATEMENT OF RECEIPTS AND PAYMENTS FOR THE YEAR ENDED 31ST DECEMBER 2024

Notes
RECEIPTS :
Voluntary Receipts
2a
Activities for Generating Funds (Trading)
2b
Charitable Activities
2c
Investment Income
2d
Other Receipts
2e
TOTAL RECEIPTS
PAYMENTS :
Fundraising Costs (Trading)
3a
Charitable Activities
3b
TOTAL PAYMENTS
NET INCOMING/(OUTGOING) RESOURCES
Cash funds last year end
Funds Transfer
CASH FUNDS THIS YEAR END
Unrestricted
Restricted
Total
Total
Funds
Funds
2024
2023
£
£
£
£
35,619
-
35,619
55,198
36,001
-
36,001
24,485
3,885
40
3,925
6,196
-
122
122
120
13,736
804
14,540
70
89,241
966
90,207
86,069
21,576
-
21,576
16,034
82,265
2,346
84,611
53,702
103,841
2,346
106,187
69,736
-14,600
-1,380
-15,980
16,333
50,681
4,560
55,241
38,908
470
-
470
-
-
35,611
3,650
39,261
55,241

The notes on pages 5 to 8 form part of these accounts. All operations are continuing operations.

Page 3 of 8

SOUTH BERSTED PAROCHIAL CHURCH COUNCIL

STATEMENT OF ASSETS AND LIABILITIES AS AT 31ST DECEMBER 2024

ASSETS
Church Cash Funds:
Current Account
TOTAL CASH FUNDS
Represented by:
Unrestricted Funds
Designated Funds
Restricted Funds
Assets retained for the Charity's own use:
Fletcher Income Shares
Other Monetary Assets:
Other Recoverable Amounts Due
LIABILITIES
Diocesan Fees (Weddings & Funerals)
Wages and Salaries
Credit Card
31-Dec
31-Dec
Unrestricted
Restricted
2024
2023
Fund
Fund
Total
Total
£
£
£
£
35,611
3,650
39,261
55,241
35,611
3,650
39,261
55,241
17,165
0
17,165
16,578
18,446
0
18,446
34,173
0
3,650
3,650
4,490
35,611
3,650
39,261
55,241
0
4,317
4,317
4,202
0
0
0
0
0
4,317
4,317
4,202
266
0
266
2,000
0
0
0
0
179
0
179
51
445
0
445
2,051

TRUSTEES RESPONSIBILITIES IN RELATION TO FINANCIAL STATEMENTS

Charity Law requires the Trustees to prepare financial statements for each financial year which comply with the regulations set out in the Charities Act 2011. The Trustees have elected to take advantage of the provisions that apply to small charities and have prepared a Receipts and Payments Account and Statement of Assets and Liabilities which are set out on pages 3 to 4.

Approved by the Parochial Church Council on 15th April 2025.

And signed on their behalf by

Revd Tim Crook, Chairman

Page 4 of 8

SOUTH BERSTED PAROCHIAL CHURCH COUNCIL

NOTES TO THE ACCOUNTS FOR THE YEAR ENDED 31ST DECEMBER 2024

1. BASIS OF ACCOUNTING

The accounts have been prepared under the “Receipts and Payments” basis as prescribed by the Charity Commissioners, and they meet the appropriate legal requirements.

2. RECEIPTS

2. RECEIPTS
Note
a) Voluntary Receipts
Planned Giving
Legacies
Donations
Loose Offerings
Easy Fundraising
Gift Aid Tax Recovered
Special Appeals
b) Activities for Generating Funds (Trading)
Weddings & Funerals - PCC Fees
7
Weddings & Funerals - Diocesan Fees
Weddings & Funerals - Provision of Organist
Weddings & Funerals - Provision of Verger
Weddings & Funerals - Winter Heating
Church Hall Lettings
c) Charitable Activities
Open For Coffee
Hospitality
Teaching Resources
Other Designated Funds
Other Restricted Funds
d) Investment Income
Fletcher Dividends Received
e) Other Receipts
Appeals
Insurance Claim
Miscellanous Receipts
Returnable Deposits
Unrestricted
Restricted
Total
Total
Funds
Funds
2024
2023
£
£
£
£
19,128
0
19,128
18,453
0
0
0
18,769
3,517
0
3,517
6,967
2,947
0
2,947
2,141
41
0
41
179
6,193
0
6,193
6,495
3,793
0
3,793
2,194
35,619
0
35,619
55,198
2,898
0
2,898
2,121
3,670
0
3,670
2,000
580
0
580
130
505
0
505
295
550
0
550
0
27,798
0
27,798
19,939
36,001
0
36,001
24,485
2,226
0
2,226
2,896
898
0
898
1,170
292
0
292
358
469
0
469
563
0
40
40
1,209
3,885
40
3,925
6,196
0
122
122
120
0
122
122
120
0
804
804
70
13,472
0
13,472
0
65
0
65
0
199
0
199
0
13,736
804
14,540
70

Page 5 of 8

SOUTH BERSTED PAROCHIAL CHURCH COUNCIL

NOTES TO THE ACCOUNTS

FOR THE YEAR ENDED 31ST DECEMBER 2024

3. PAYMENTS
Note
a) Fundraising Costs (Trading)
Weddings & Funerals
Weddings & Funerals - Diocesan Fees (2023 Liability)
Weddings & Funerals - Diocesan Fees (2024)
7
Weddings & Funerals - Provision of Organist
7
Weddings & Funerals - Redeemed Deposits
7
Church Hall
Caretaker
Insurance
Maintenance & Hall Supplies
Utilities
Waste Collection
Events and Resources
Open for Coffee
Hospitality
Teaching Resources
b) Charitable Activities
Ministry Costs
Parish Share
6
Locum Fees
Church Running Costs
Office Expenses
Services
Vicar's PA
PAYE Paid
Broadband
Advertising
Church Maintenance
Utilities
Insurance
Repairs and Maintenance
Quinquennial Expenditure
Organ Tuning
Vicar and Vicarage
Council Tax and Utilities
Vicar's Expenses
Other General Fund Payments
Examination and Accountancy Costs
Governance
Miscellaneous
Restricted and Designated Fund Payments
Mission Giving
Appeals
Church AV
Carpark and Hall Improvements
All Other Designated Funds Payments
All Other Restricted Funds Payments
Unrestricted
Restricted
Total
Total
Funds
Funds
2024
2023
£
£
£
£
2,000
0
2000
0
3,404
0
3404
0
140
0
140
0
300
0
300
0
3,075
0
3,075
3,752
2,419
0
2,419
2,367
405
0
405
885
5,618
0
5,618
5,895
610
0
610
1,091
2,246
0
2,246
996
888
0
888
837
471
0
471
211
21,576
0
21,576
16,034
20,362
0
20,362
19,699
152
0
152
1,379
2,535
0
2,535
2,805
1,303
0
1,303
1,379
7,488
0
7,488
6,802
0
0
0
487
510
0
510
439
0
0
0
22
4,932
0
4,932
4,765
2,957
0
2,957
2,894
3,662
0
3,662
1,345
0
0
0
0
245
0
245
499
3,987
0
3,987
3,712
1,867
0
1,867
1,919
56
0
56
762
12
0
12
0
0
0
0
23
1,487
0
1,487
3,533
0
250
250
0
4,614
0
4,614
0
12,796
0
12,796
0
13,300
0
13,300
1,716
0
2,096
2,096
902
82,265
2,346
84,611
53,702

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SOUTH BERSTED PAROCHIAL CHURCH COUNCIL

NOTES TO THE ACCOUNTS FOR THE YEAR ENDED 31ST DECEMBER 2024

4. FUNDS
Note
GENERAL FUNDS
DESIGNATED FUNDS
Christians Against Poverty (CAP)
Churchyard
Church Sound and Projection
Hospitality
Insurance Claim (Lightning Strike)
Mission
Open for Coffee
Quinquennial Provision
Storage Container
Teaching Resources
8
Verger's Fund
Other Designated Accounts
8
TOTAL DESIGNATED
TOTAL UNRESTRICTED
RESTRICTED FUNDS
Appeals
Choir
Defibrillator Fund
Fletcher Alms
Flower Fund
Hall Kitchen
Puppets
Sunday School
Vicar's Projects
TOTAL RESTRICTED
GRAND TOTALS
Balance
Balance
01-Jan
31-Dec
2024
Income
Expenditure
Transfers
2024
£
£
£
£
£
16,578
71,884
68,040
-3,256
17,165
441
-
45
-
396
4,495
-
484
550
-
3,461
0
469
4,614
4,145
0
395
898
888
-
405
0
13,472
12,770
702
-
0
134
-
1,487
1,546
193
2,752
2,226
2,246
-
2,732
600
-
-
600
1,200
4,500
-
3,066
-
1,434
43
292
471
-
136
-
3,199
-
-
2,253
-
946
17,544
-
9,730
-
7,814
34,103
17,357
35,801
2,786
18,446
50,681
89,241
103,841
470
-
35,611
70
803
250
80
-
543
52
-
-
-
52
1,429
40
2,019
550
0
2,040
122
-
-
2,162
128
-
-
-
128
98
-
-
-
98
12
-
-
-
12
676
-
77
-
599
54
-
-
-
54
4,560
966
2,346
470
3,650
55,241
90,207
106,187
0
39,261

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SOUTH BERSTED PAROCHIAL CHURCH COUNCIL

NOTES TO THE ACCOUNTS FOR THE YEAR ENDED 31ST DECEMBER 2024

5. STAFF COSTS AND PAYMENTS TO TRUSTEES

The collective PCC members received reimbursement payments for purchases made on behalf of the Church totalling £10,755.27 . No payments were made to PCC members in the form of salary or wage as employees of the PCC.

The collective PCC members made voluntary contributions to Church funds, excluding Gift Aid claimed on their behalf, totalling £7,949.72 . No material transactions took place between the Church and PCC members or any person connected to them.

6. PARISH SHARE

For 2024, South Bersted PCC pledged a figure of £20,362 which was equal to 25 % of the Parish Ministry Costs for the year and during the year were able to pay the full amount of that pledge, leaving no liability to be carried into 2025.

7. FEES FROM WEDDINGS & FUNERALS

5 Year Historic Activity Overview

2020 - 13 funeral services, 0 weddings 2021 - 11 funeral services, 2 weddings 2022 - 8 funeral services, 2 weddings 2023 - 9 funeral services, 3 weddings

2024 - 17 funeral services, 4 weddings

8. DESIGNATED FUNDS

For simplification, some of the historic designated funds with a balance but no transactions for a few years, have been concolidated as follows:

ABC - balance at 31/12/23 was £304 - moved to 'Other Designated Funds'

Candy Floss - balance at 31/12/23 was £151 - moved to 'Other Designated Funds'

Dunction - balance at 31/12/23 was £21 - moved to 'Other Designated Funds'

Marketing Fund - balance at 31/12/23 was £66 - moved to 'Other Designated Funds'

Vicar's PA - Additional Hours - balance at 31/12/23 was £210 - moved to 'Other Designated Funds' Book Sales - balance at 31/12/23 was £43 - moved to 'Teaching Resources'

Appeals - balance at 31/12/23 was £70 - moved from Designated to Restricted funds

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