2024-12-31-accounts

St Michael and All Angels, Somerton Annual Report and Accounts of the Parochial Church Council for the year ended 31st December 2024 Priest in Charge Revd Judith Swan Registered Charity no 1168799

2024 Report and Accounts for the Parochial Church Council of St Michael and All Angels, Somerton St Michael's Parochial Church Council (PCC) primary purpose is the promotion of the Gospel of our Lord Jesus Christ according to the doctrines and practices of the Church of England. The highlight of the year was the licensing of Judith Swan as the Priest in Charge for the Benefice of Somerton, Kingsdon, Pitney, the Charltons and Long Sutton with Long Load. The PCC has the responsibility to work with the Priest in Chage in promoting, in the ecclesiastic￿ parish, the whole mission of the Church, pastoral, evangelistic, social and ecumenical. The PCC is also specifically responsible for the use and maintenance of the parish Church and its environs. The PCC is also responsible for making known and putting in to effect any provisions made by Diocesan or Deanery Synod and bringing to those synods notice any matters or advice which the council deems necessary. The PCC is committed to enabling as many people as possible to become Disciples of Christ and join our church family at St Michaels. We ty to enable ordinary people to live out their faith as part of our church community through: Worship and prayer The provision of pasto￿1 support for people living in the parish Children and Young People's work Specific outreach activities. Church Refurbishment Ecumenical relationships Charitable giving Although the Vacancy continued until July, a fu]1 schedule of services and meetings was held, led by a combination of retired clergy, visiting clergy and lay worship assistsnts.. Somerton is now part of a wider Benefice with the addition of Pitney and Long Sutton with Long Load and discussions have commenced with the additional Parishes on how to work effectively &s an enlarged Benefice.

Worship and Prayer We ty to offer a range of services each month on both Sundays and weekdays which benefit our community and provide spiritual input. The Sunday service consisted of a mixture of Eucharistic and non-Eucharistic worship at I lam. During the week we again hold a Mixtu￿ of Communion and Worship services. During the Saturday morning Pfdyer meetings, a group meets together to pray for the needs of the parish and the world. We also held fellowship groups which met regularly and provides bible study, teaching9 pfdyer and discussion to build up our faith. A Prayer Clrcle is made up of 60 members from the Congregation, Benefice and the town. Urgent requests are circulated to these members requesting Prayer for needy individuals and their friends and families. All are welcome to attend our regular services. At present there are I I I Parishioners on the Church electoral mll. In the last year 3 have joined but we have lost l. The average weekly attendance counted through October was 64 an increase on the previous year and the membership has also increased to 74. As well as our regular services we like to enable our community to celebrate and thank God at the milestones of the journey through life. Through baptism we thank God for the gift of life, in marriage public vows are exchanged with God's blessing and through funeral services friends and family express their grief and give thanks for a life now complete in this world and to cornmend the person into God's keeping. We have celebrated 8 baptisms, O weddings, and supported families through 21 funerals during 2024.. Pastoral Care There is a team from the Benefice who help prepare families for Baptism and Weddings. Our retired clergy SUPFK)rt the Bereaved. We also have the Caring Hands group who provide lifts to rnedica] appointsnents or other needs and the Shepherding Scheme which provides pastoral care for those on the electora] roll. We run tea and chat sessions in conjunction with the other churches in the Benefice for those who find it difficult to get OUL Children and Young People's Work We work regularly with the King Ina C of E Academy, who are now firn]ly established in their single building. We provide collective worship thmugh the clergy and the Open the Book Team. Foundation directors sit on the Academy's board. We were again pleased to welcome the Academy into church for their Christmas aqrol and Easter services.

Specific outreach activities During the year the Saturday coffee mornings on the first Saturday of the month continued, providing both a source of revenue and fellowship for people in the town and Benefice.. The Church hosted concerts to raise revenue and entertain people in the town. Church Refurbishment During the second half of the year major repairs to the m&gonry of the tower were completed to rectify the issues identified in the Quinquennial report. Ecumenical Relationships The Church is part of Churches Together in Somerton whose regular activities include joint Lent groups, a walk of witness on Good Friday, a Dawn service on Easter Sunday, a Carol concert, collecting during Christian Aid week, services during the week of prayer for Christian Unity and Worship services at Wessex House. Joint Benefice services are held on the fifth Sunday of each month. Charitable Giving Durin8 2024 we have supported Churches Together in Somerton, the people of Ukraine, the Salvation Arniy and Arc. We have Strong connections with our link Parish of Chibondo in Zambia. Members of the congregation funded an ablution block for benefit of the congregation in Chibondo..

Financial Review 2024 has again been a difficult year financially, our regular income has again fallen by 4.340/0.. We are grateful to the congregation who continued throughout 2024 to rnaintain their regular giving. In the Summer the PCC took the decision that the Parish Share cou]d no longer be paid each month. Payments were restarted in November. The unrestricted 2024 receipts were £86,009 against payments of £82,618 meaning that we have a 2024 unrestricted surplus of £3,391. Discussions are on-going with the Diocese on the level of our monthly payments. The major concern is how our income can be increased to meet the level of expenditure. We are also extremely fortunate to have Church Lands Trust who for 2024 covered payments such as insurance/energy/repairs and maintenance to a total of £21,748. Reserves Policy Our current reserves policy aligns with the Diocese view that reserves should be set at 3 months expenditure. From our 2024 accounts that figure will be £20,655. Our unrestricted balance sheet reserves are at £12,977. Risk Management Potential Risks to the Charity have been identified as.. - l. Damage to the Building The buildin8 is insured, and there are other potential halls for hire in the vicinity to enable worship to continue whilst ￿paIrS are carried out. 2. Less Funding- fewer public donations We are holding a regular giving review encouragin8 members to review their giving, we also hold regular fund raising events to support income. 3. Damage to Charity's reputation We attempt to build our reputation by the excellence of service to our community, by advertising our activities and by ensuring thought is given to avoiding all potential safeguarding risks.

Volunteers We would like to thank all the volunteers who work so hard in so many different ways to make our Church community, the exciting and welcoming place it is. Structure Governance and Management The Parochial Church Council is a co4)orate body established by the Church of England. The PCC operdtes under the Parochial Church Council Measure. The church is a charity and registered with the Charity Commission, our charity number is 1168799. The method of appointment of PCC members is set out in the Church representation rules. At St Michaels the membership of the PCC consists of our Priest in Charge, the churchwardens and members who are elected by those who are on the electoral roll of the church. Other licensed clergy and our benefice reader are also entitled to attend and if they do so, have full voting rights. All those who attend church or are linked in some way to the church are encourdged to register on the electoral roll and stand for election to the PCC. The PCC members are 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 used. The filll PCC met 6 times during the calendar year with an average attendance of 830/0. Given its wide responsibilities the PCC has a number of committees which deal with particular aspects of church life. These committees are all responsible to the PCC and report back to it regularly. The Committees are: Worship which supports the Incumbent in reflecting upon worship services held and helping to plan those in the future Social who are responsible for planning and organising social events for fellowship. During the year we have increased our safeguarding procedures to protect the vulnerable members of our society. Administrative Information St Michael and All Angels Church is situated in the Market Square Somerton. It Is part of the Benefice of Somert0￿ the Charltons, Pitney, Long Sutton with Long Load and Kingsdon, the deanery of Ivelchester, the archdeaconry of Wells and the Diocese of Bath and Wells within the Church of England. The correspondence address is The Church, Market Place, Somerton TA I17NB.

PCC members who have served at any time from I st January 2024 until 31 st December 2024, Ex Officio members: . Priest in Charge: Rev Judith Swan (from 25 July) Wardens: Mrs MaryAnn Pike Mr Rodger Calderwood Synod Members Mr James Turner (Deanery Synod and Vice Chairman) Elected Members Mrs Patrftcia Allen Mr Geoff Bryant Mrs Hilde Buckell (from 4 November) Mrs Jacky Calderwood (until 13 May) Mr David Harrison (from 13 May) Mrs Beth Hutchin8s (from 4 November) th Mrs Joy Rattenbury (until 13 May) Mr John Saunders Mrs Pauline Saunders Mr David Speed (PCC secretary) Mrs Irene Stone (Treasurer) Mr Grnham Taylor Mrs Jan Turner (until 13 May) Mrs Rowena Wallace (until 13 May) Also ¢ntitled to attend. Reader: Mrs Jenny Gollop Approved by the PCC on 20thMay 2025 and signed on their behalf by the Judith Swan (PCC Chairman)

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ST MICHAEL AND ALL ANGELS CHURCH SOMERTON N4)tes 2024 2023 FfxED ASSETS £ 426.783 £ 406.054 CURkENT ASSETS Stock 21 36 Debtors 12.144 11.649 Short Term Deposrts £ 12.549 £ 12.308 Cash at Bank Cash in Hand 8.665 £ 34.658 £ 33.379 £ 58,651 LIABILITIES Creditors 2.452 1.085 £ 30.927 £ 57.566 TOTAL NET A55ETS £ 457.710 £ 463,620 PARISH FUNDS Vvrnstricted £ 12.977 9.586 Restrirted £ HI.076 £ 4XJ,378 Desi9Thrted 3.657 3.657 £ 457710 £ 463,620 Approved by the Porochial Churth Cr*J￿11 on T• 29 Awil 2025 and on their behalf ty the Revd Judtth Swan.

ST MfCHA LAN ALLA LS CHUIICH SOM TON k￿rICted Toal Totsl 2.024 Z023 2024 2013 2024 ZOZ3 Z023 V￿L￿ IKomt d91ry'. knk Ord•4 30.eJ7 £ 30.127 3.m7 £ 4.240 8.438 8.251 £ 4.997 3.074 JO.C07 £ ).0￿ £ 30JZZ 4.246 T(￿ r¢cordb Wall 4.997 £ 3.674 2.4J4 £ 1.458 £ I.(￿) 2,¢X4J £ 2. 21.74 20.253 3.6)4 £ 1.456 mIN￿ry 21.748 £ 20.253 n.303 £ T?3￿ £ 1.25J £ 7 74.803 £ 78AI 6.424 6.424 6,04? 6.olz ¢ 102 6.526 £ 6.520 e 102 £ 6.042 S￿42 1.32J 34 526 £ 4J £ 190 £ 20.729 £ 21.497 1.321 34 C8r￿ 14 54] £ 51.925 1.32P £ zo.N £ 52.067 £ 51.925 53.390 frw chw¢h d¢ti%7t 2.930 dao ¢fic¢ Ir¢ fto8 2.9A) 1.909 i.oij 100 .742 £ 0,404 £ i.aop É i.olj -742 2.r54 6.464 lES0￿￿5 EYPENtsED 86.fXIP £ 91.13J £ 22.206 £ 52.067 £ 108.567 £ 143,9J2 rtrictd 20Z4 TL¥tdl 202J 2023 36,242 £ ￿.94¥ 2.726 £ 3.Il8 10.406 £ 14.31) 483 £ Z023 Stofl <O¥ti Soff Sas 4 ELTcthcrty J6.24t £ 2.726 16.406 £ 00.P15 3.218 J4.31J 8.740 .051 8.810 3.100 549 3,47T e J.18 e 5.173 £ 8.740 .851 J.477 ofrn E￿ttl PCC¢￿1 .In £ 140 £ 3.100 J19 140 É g£ryPfv(ry/Proffewd p 227 £ 135 £ 419 175 423 227 thrirtma# Tre¢ /L4ht Athrictsd Chibthdo 13J £ 423 93 £ 428 t Jo.Jt3 £ 129,809 93 £ 428 129.809 (hLYch &￿¢ 5¢hO￿ bib 392 30.32) e 129 02.618 £ 104.515 e Ji.50 £ 130.297 cpIknHm￿ 4¥tr* for the Rwipts 114.4n Aric 471 856

1. Movments in Restricted and Designated Funds REsTrIcfED Church yard E)oris Cooper Chibondo Fabric Ukraine Archies Xtra 8/Fwd 1.033 17.677 1,278 4.000 145 Gift Aid Receipts Payments C/Fwd 1,033 4.764 1.393 175 301 13.088 1,186 1.000 145 24,136 £ 477 £ 1,000 £ 14,274 11.338 DES16NATED 8ells/Tower maintenance Music Flower Fund Ministry Christmas Lights Tea & Chat B/Fwd &ft Aid Receipts Payments C/Fwd 2,489 443 2.489 443 112 50 302 352 112 500 28 140 3,656 £ 28 140 3.656 50 £ 302 £ 352 £
2. Fixed Assets Ivestments Market Value Purchases Disposals Mkt Value Revaluation Market value Doris Cooper Bequest CBF Inv Fund Shares 31.01.24 31.12.24 406,054 20,729
3. Current Assets - Debtors 426,783 Total Restricted 4,159 £ 4,159 5,072 £ 5.072 285 £ 285 2,405 £ 240,538 28 £ 28 195 12,144 £ 250,082 £ Restricted Gift Aid Church Lands Mid Wessex Ringers OPUS Gas SSE c￿5 195 195

4. Current liabilities Creditors Total Restricted Restricted Alic DEC Church Workers Pension Fund Salvation Army British Gas 340 637 340 637 16 £ 471 988 £ 16 471 988 2,452 £ 1,004 £ 1.448

5. Trusts¢ donations Durin9 2024 the total monies domted by the Trustees (i.e. PCC members) are included in the voluntary incorne (note 2a ) equals £ 6,750 before gift aid.

statel￿nts Th¢ f irKincial statements have been prepored uThJer the thurth Accountir9 ke9ul¢Jtions 21))6 in ¢xcordance with applicable accountiry staThJords aNI the CLr¢nt State￿At of Recommer¥Jed Practice on Ac¢tyJrrtir9 ord k¢portiTr3 by Chorities {FR5 102) The f inancial statements have bt¢n prepared under the histori￿1 cost convention. The f ironcial stat¢ments in¢lud¢ all transoctions. assets liabilities f or which the PCC is r¢sptsnsible In law. They do not i￿lUde the accounts of inforrnul 9rC￿p$ or gatherirgs of chur¢h members. Ptestricted Futh comprise reverue dOrnt￿n5 or 9r¢nts for a specifi¢ PCC activty inteTrl¢d by the doN)r. Desi9Mt¢d fund$ are gekvol funds set a8Kle by the PCC for use in the fut￿￿. Unrestri¢ted fuFMls are Incon￿ funds which ore to be spent on the PCC'S g¢wal wrposes. Expenditure r¢latir9 t¢ the upkeep and rm1nt¢rK]￿e of the Church I￿lId•r9 is covered ty thurch LaThls Tnmt. Th¢ Dtocesidn Head Of Fi￿￿¢ si99¢Sted dn aherYJtive w(ry of showir9 the costs r¢trnbursed by Church L4rds. rt is the method adopted by th¢ Diot¢se in their ae¢tyJnts and helps the layperson with the urKIerSta￿1Ir9 as to what the overall exp¢Thditure would be if St Michaels to c¢ose to receive the Church LANIS re1m￿r9£Mtnt. St Michael$ has el¢cted the LThurch of Erglafvj pension scheme Pension Builder 2014. The pension provider iS$Ld a stotem¢nt For the y¢or ertdiThJ December 2024 as follow$'. Draft FR5102 wordirg specifjed the pen4ion costs chow to the SOFA os follows.. 2024 £483.30. These f I￿r¢S represent ernplws ynsion contributions of 4% and life ¢oiKr of death In miice of 0.50%. Planned 9ivir9. collections and sirnilor domtions reco9nised wh¢n rec¢t¥ed. Tax refurth are reco9nised hen the I￿OMir9 r¢sour¢e to which thry relate 1$ rec¢ived. 6rants ar•J t aecoLtrnted for when the PCC ￿ ¢ntrrl¢d to the use of the resourc¢s. nded Grants and doThJtions are a¢counted for when paid over. or when awarded. if that award ¢reotes a bI￿li￿V4 obliwtion on the PCC. The diocesan pttrish share ¢xpect¢d to be paid over Is occtyjnted f or when d￿.

independentexaminerscertificate - Eoit a Copy P Accessibility Mode Independent Examinerfs Certificate forthe PCC Accounts Rèport to tho twsteès of.. SÈ- rrucLae l * All fin". Parochial Church Council On accounts for the ￿ar ond•d" ia Chaity Number (rf apphcablol Ilts 7 799 Sd oul on pt¥J ReSp￿￿Ve fasponsibililie5 of tru$ts Tho chanvs twstaos ar¢ responsible for th8 proparab'on of tho accounts Tho chanty'5 trustees consbdèr that ￿ audit is not required f or this year under section 144 of the Charrties A£t 2011 Ith8 Ch"0s ktl that an indop8nd•nt examination is n••ded. It 1$ my re$pon$ibilty to.. examinè th• accounts sKtion 115 of the Charitiè$ Act. to follow the Pfocedu vffl in the genefal Directions gNen by the Chanty CoM￿Ssion (under section 145{5Xbl of th8 Chanties Act. and to stato 7hthether Part￿ULar matters h¥4e comè to my attention. nde Babl• of IndeP￿deftt My eXaMinat￿n was canied out in accordance trth genefal Dirgcbons grien by the •yAnlner'• •trtwnent Chwity commiss￿n. examin8ts.on includes a rwiew of the accounts.ng reco￿8 kept bythe chty a companson of the accounts presented V•rth those recordg. algo includes Consideration of any unusual rtems OT disc109ures fft the accounts. and See￿ng eXpl￿t￿n$ frDm the tnjstees conceming any such mters The proc8duTes und&rtaken do not provHle al tho ovidence that ¥ffjuld be r8quÈTed in an audrt. and consoquently no opinion is gN8n as to hether th• accounts present a 'true and f air. view and the report is io those matters sèt out in the statement below. Indep￿dent ex•nIn￿$ In ¢oMection ith my ¢￿￿nItIon. no matter has coft to my &t8nts"on lalhJ••ikn Il&anent laaknd￿.I f￿h￿h grles me rèasonable causo to beh"v4e tha in. any matenal respgct. accourting rncofds were Mt kept in accoftlance ¥￿th seCt￿n 130 of thè ChaFrties tor the xcounts do not accord rth the accounting records I hwe como across no other matters in connection ith the eXa￿￿￿10n to tKh attert￿fi should be dTa4trn in orfeT to enable a proper undwstwJing of the xcounts to be Teached . Fle8ue t*lete the WC¥Tts ftn the tTrcl•t8 rf they not ath. Sign￿. SOAAJ SHoor RelEv￿1 professional quaific&ion(s) lif yl: AddrnBs: 7 &TiAl4ctsS c£séT. TA 11 6HF

DIOCESE OF Bath&Wells Living the story. Telling the story. PCC Accounts and Returns Checklist This checklist is designed to enable the PCC Treasurer to ensure all year end responsibilities have been completed. Accounts have been prepared on.. Receipts & Payments basis OR Accruals basis (If income is greater than £250k, your accounts must be prepared on an accruals basis) The accounts have been approved prior to the APCM, received at the APCM & signed by the PCC Chairman. All the following should form part of your accounts pack. Check the box to confirm this. PCC annual report approved prior to the APCM. Signed independent examinerfs certificate. Certlflcote templote can be downloadedfrom htt www. ov.u oyernmen ublicotion5 Inde endent-examlners-re rt-tem late-sor rs-102 Statement of Assets & Liabilities / Balance Sheet as appropriate. The Return of Parish Finance totals agree with the accounts (submit onllne) Is PCC income (total including all restricted funds and excluding transfers between funds) above £IOOk for the yearP (¥•6/No) If YES, the following further confirmation is required: Either The PCC is registered with the Chari The registration number is PCC accounts and annual return èFlt￿￿ / will be filed before the deadline (31st October). The PCC is currently applying for registration. This year is a 'one off, & the PCC has applied to the Charity Commission for dispensation not to register this year. Commission. //6 P 79f Or Please return thls checklist wlth your Year-end Accounts to: Please submit the Return of Parish Flnance on htt ccaccounts bathwells.an to: returns bathwells.an arlshreturns.churchofen lican.or land.or lican.or or by email If you have any queries regarding the completion of your accounts or returns, there is guidance on the Diocesan website www.ba .uk and Parish Resources website www. arishr rc uk