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← The Parochial Church Council Of The Ecclesiastical Parish Of St Anne, Bagshot, Surrey

2024-12-31-accounts

Report and Accounts of 2024 for the Parochial Church Council of the Parish of St. Anne Bagshot

Contents

1.
Aims and purposes ............................................................................................................. 3
2.
Objectives and activities .................................................................................................... 3
2.1.
Achievements and performance (including reports by various groups) ....................... 3
Safeguarding .......................................................................................................................... 3
Churchwardens’ report .......................................................................................................... 4
Changes to parish staff .......................................................................................................... 6
Electoral roll ........................................................................................................................... 6
Worship, prayer and fellowship ............................................................................................. 6
Children and family ministry .................................................................................................. 7
Pastoral care .......................................................................................................................... 8
Ecumenical relationships ....................................................................................................... 8
Choir ....................................................................................................................................... 9
Bells and Bell Tower ............................................................................................................... 9
St Anne’s Ladies Group .......................................................................................................... 9
St Anne’s Visiting Team .......................................................................................................... 9
Marriage Preparation........................................................................................................... 10
Small Groups ........................................................................................................................ 10
Surrey Heath Deanery Synod ............................................................................................... 10
Eco Church ........................................................................................................................... 11
3.
Financial Review ............................................................................................................... 12
Unrestricted (General) Fund ................................................................................................ 12
Writing off Unpaid Parish Share .......................................................................................... 12
Restricted Funds .................................................................................................................. 12
a)
Charitable Giving ...................................................................................................... 12
b)
Funding of Projects within St Anne’s ....................................................................... 13
c)
St Anne’s Parish Hall ................................................................................................ 13
Reserves Policy ..................................................................................................................... 14
Statement of Financial Activity………………………………………………………………………………………15
4.
Structure, governance and management ........................................................................ 25
5.
Administrative information ............................................................................................. 25
6.
Vicar’s Report APCM 4 May 2025 .................................................................................... 27

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1. Aims and purposes

St Anne's Parochial Church Council (PCC) is responsible for co-operating with the incumbent, the Revd Andreas Sistig, in promoting in 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 Church and Church Centre complex of St Anne, as well as St Anne’s Parish Hall, all situated in Church Road, Bagshot.

2. Objectives and activities

The PCC is committed to enabling as many people as possible to worship at our church and to become part of our parish community at St Anne’s. The PCC maintains an overview of worship throughout the parish and makes suggestions on how our services can involve the many groups that live within our parish. Our services and worship put faith into practice through prayer and scripture, music and sacrament. When planning our activities for the year, we have considered the Commission's guidance on public benefit and, in particular, the supplementary guidance on charities for the advancement of religion. In particular, we try to enable ordinary people to live out their faith as part of our parish community through worship and prayer, learning about the gospel and developing their knowledge and trust in Jesus. Furthermore, provision of pastoral care for people living in the parish forms a major focus of our work as a church. To facilitate this work, it is important that we maintain the fabric of the Church of St Anne and the Church Centre Complex.

2.1. Achievements and performance (including reports by various groups)

Safeguarding

As in previous years, the PCC has complied with the duty to have “due regard” to the House of Bishops’ Safeguarding Policy and Practice Guidance.

All PCC members, along with the incumbent, have a duty of care to ensure the protection of children and vulnerable adults in the church community. As charity trustees, PCC members are legally accountable for ensuring good safeguarding practice in the parish and that safeguarding is a governance priority. To ensure that this has been achieved to date, the PCC reviewed and adopted the House of Bishops Policy Statement which outlines the Church of England commitment to safeguarding and underpins all policy and practice guidance. We also have a rolling ‘safeguarding’ agenda item in our PCC meetings as well as our weekly Ministry Team meetings during which the vicar or designated safeguarding lead to the PCC (Andreas Sistig and Neil Lyddiatt) regularly update the PCC and Ministry Team on all safeguarding relevant issues and whether any reports have been filed with the Diocesan Safeguarding Advisor (DSA) in the last few weeks.

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We regularly consult and update the safeguarding dashboard and safeguarding hub by taking the recommended actions on training of volunteers and updating and reviewing risk assessments as well as policies. DBS checks are all up to date.

All current safeguarding concerns/reports were speedily and rigorously documented and processed by our parish safeguarding officer and the clergy in accordance with diocesan requirements and, where appropriate the DSA (Jackie Broadfoot) was consulted/informed.

As in previous years our ChurchDesk people management system as well as the safeguarding hub have continued to be a great help both in managing the safe recruitment process of volunteers as well as keeping relevant records up to date.

Helen Perry, Neil Lyddiatt, Andreas Sistig

Churchwardens’ report

As in previous reports, the work of upkeep and maintenance of the church fabric has continued throughout the year. These have included, but are not limited to:

Further to the faculty application that started in 2023, and after a due process in quarter one this year, approval was received from the Chancellor in Q2. The work was carried out in Q3, which saw the removal of the front pew and modesty screen in the nave (one on each side of the aisle) along with related electrical works, installation of a new carpet and some very minor floor repairs. The benefits have been evident straight away, including a number of concerts (fundraising for the church as well as other charities), a very useable space for messy church and a more flexible space for the community Christmas tree festival – along with unimpeded access for weddings, families with babies/young children, wheelchairs, pushchairs, leg injuries, etc.

There was an Archdeacon’s visitation in July, which included checks on all the legal fabric and management aspects of the church (all of which were signed off in good order!), as well as safeguarding and other aspects of church life, in particular the church development plan (CDP).

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As part of our CDP work and consultation, Andreas and Carolyn ran seven workshops between January and June 2024, looking at the future of St Anne’s from both a theological and practical perspective. These were offered on various mid-week evenings as well as Saturdays and we had over 50 people attend one or more of these sessions. We also spent time as follow up to these sessions at an All Age service reflecting, praying and sharing perspectives. As a church, we have a vision of becoming a blessing to all the community; a mission to become a community whose habits and practices anticipate and portray the life of God’s kingdom; and we will look to make decisions based on our priority areas of growing community, discipleship and diversity as broadly defined below.

Following the development of the CDP, from late July through to early November in 2024, Andreas went on his overdue EMDL (extended ministerial development leave), formerly known as a sabbatical. Overall, this period went smoothly; with special thanks to: Ellen and Jennifer from a clerical perspective; Phillippa Pluess for extra administrative duties; and Yvonne Fealey for stepping into the role of deputy warden to provide additional capacity. I am grateful to each of these as well as to other volunteers and clergy who stepped in to help, especially when Ellen was unexpectedly unavailable in the second half of the EMDL period - with a special mention to Derrick Fenn for providing continuity to Morning Prayer as well as other services. All services and planned events went ahead – well done to all involved!

The final significant event for the warden’s report is the Christmas Tree Festival, which ran over three evenings (and a Saturday matinee). This is a good example of something that embodies all elements of our CDP. It was a true Bagshot community event, organised by a cross-community committee with a core of 9 people, supported by the governance and hospitality of St Anne’s. 42 trees were sponsored by different Bagshot based businesses, community groups and schools. More than 65 volunteers helped to make the festival a joyous, fun filled event, whilst ensuring it was safe for everyone. Over 1500 people visited the festival from all walks of life, many of whom had never been in the church before despite some having lived in the village for decades. The net proceeds were £8,500, which

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was split equally between the work of St Anne’s in the local community and a local mental health charity, Connect Counselling Service.

I would like to express my gratitude to the many volunteers who helped in so many ways with the maintenance and running of the Church during 2024. Thanks to: sides-people; readers; intercessors; servers; crucifers; bell-ringers; helpers in the junior church; the Messy Church team; Pixies; the flower team; those serving refreshments; sacristans; church cleaners; those who support administration and finances; the pastoral team; the safeguarding team; those who kept the grounds so well-tended; those involved in eco-project activities; and to those who quietly got on and did jobs behind the scenes. St Anne’s requires this orchestra of different people doing different roles to make it the parish church that it is, thank you all!

Carolyn Nahajski

Changes to parish staff

2024 has only seen one minor change to our parish staff with the departure of our PCC secretary Diane Wild moving away. Fortunately, the PCC was able to recruit a new member (Dina Roberts) to the position of PCC secretary with the view of Dina taking up the position in January 2025.

Revd Andreas Sistig

Electoral roll

Every sixth year everyone must come off the roll and re-apply. 2025 is that year! Currently, we have 91 names on the church electoral roll. Of this total 61 people live in Bagshot, the GU19 area, with 30 living outside the parish.

During the year there were many changes. Sadly, some members of the congregation are no longer with us and others have moved away, which partially explains this year’s figure. Yet others have not seen the notices on the church doors and in the weekly emails from 13th February to 13th April, so have not yet submitted a form.

Don’t worry – you can still pick up a form and fill it in, but you won’t be counted in the total we are declaring and have to submit to the diocese.

Lynne Cowley, Electoral Roll Officer

Worship, prayer and fellowship

Worship and prayer during 2024 have seen two particular growth points – the 8am Sunday morning congregation and the monthly Messy Church.

On most Sundays the congregation at 8am numbers between 15 and 20 people and there is a great sense of fellowship after the service in the Church Centre.

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Messy Church attendance fluctuates somewhat but has had up to 45 people attending, with an average closer to 30.

We have continued to broadcast the 10am Sunday service via our dedicated YouTube Channel and have also been broadcasting other, special services, such as Easter and Christmas as well as funeral and wedding services where that was requested. Daily Morning Prayer also continued via Zoom with average attendance between 4 and 6.

With regards to our fellowship and social events 2024 saw us have a variety of fun-filled events (e.g. Quiz night, Eco/bees evening with wine and cheese, Holy Week Meal, Harvest Supper, contact lunches as well as a variety of concerts) which not only drew in members of the church community but saw several families and individuals from wider community attend as well.

Our regular service pattern has remained as in the previous year with All-Age Worship Service on the first Sunday of the month. The second Sunday of the month 10am service takes the form of a Holy Communion Service, followed by Matins on the 3[rd] and Holy Communion on the 4[th] and 5[th] Sundays.

Other services are attended on average as follows: 40-50 people for the 10am, 20-45 for the monthly Messy Church service and 8-12 for the monthly Taizé service. The Wednesday service (which in the winter months is taking place in the choir vestry) also continues to see a lively attendance of about 12 people on average.

A particular thanks to all the visiting clergy who helped provide services in the months of my Extended Ministerial Study Leave (Aug-Nov).

In summary, 2024 saw 10 baptisms (incl. 1 adult), 4 weddings (plus 1 blessing following a civil marriage), 11 funerals in church and 4 funerals in local crematoria.

Revd Andreas Sistig

Children and family ministry

Pixies Playgroup has continued to grow, with lots of new families replacing ‘old timers’ whose children are now at school; we’ve even had to consider a capacity limit on occasion. We’ve been able to help people form friendships and helped support and signpost some families through some difficult times. We’ve also been delighted to welcome some previous wedding couples and baptism families into the group, and to have some children that we know only through Pixies baptised. We have also continued to welcome a representative from Surrey Heath Family Support on a monthly basis to network with our community and link families to wider support services, who has also directed families to us who are in need of informal support and encouragement.

Family@four drew to a close in the summer, as we felt it was time for something new, and we finished on a high with our now-traditional summer BBQ. This made way for us to begin Messy Church on a monthly basis, which launched in September and usually runs from 3-4pm on the 3rd Sunday of the month. This requires a bigger team which comprises people from across our congregations, and it has been lovely to see people using their gifts in supporting

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this new service. As well as welcoming back some of Family@four regulars we’ve also had newcomers from the wider community at each Messy Church service so far.

Alongside the review of afternoon services, and with the continuation of a regular all age service on the first Sunday of the month, we also changed our Junior Church to run twice monthly, on the 2nd and 4th Sundays, so that each Sunday we have something more engaging for children in either the morning or afternoon. Junior church includes a range of materials, from Godly play to forest church or more activity based sessions based on the readings or season.

We have also run some seasonal events and services for families, a particular highlight was the pre-pancake -day pancake party, held on the Friday before half term at the Parish Hall which was a great time to connect with new and returning families, a teddy bears picnic for our Pixies families in the summer, and of course special services around Easter and Christmas. In addition, we continued to provide assemblies at the infant and junior schools on a regular basis.

Many thanks to all the volunteers who make our children and families work possible; and to the children and families for their support throughout the year.

Revd Ellen Turtle

Pastoral care

As in previous years, pastoral care has formed an integral part of our parish life in 2024 with both clergy, Andreas and Ellen, as well as our dedicated pastoral visiting team (led by Helen Perry) visiting elderly, frail or lonely parishioners at home or in hospital.

Andreas has continued to visit the local prison, both for pastoral support of the prisoners as well as helping to run the Prison Fellowship ‘Sycamore Tree’ course. Jennifer who is the lead Chaplain at Frimley Health Trust has also been able to visit members of the church and wider community regularly when they were in-patients.

Likewise, Annie Bonella has continued to visit both Bagshot Gardens (formerly Sunrise home) and the Neuro-rehab centre.

Revd Andreas Sistig

Ecumenical relationships

Our ecumenical relationships remain strong with both the Roman Catholic as well as the Brook church in Bagshot and we enjoy cordial relationships during our annual Walk of Witness on Good Friday.

Revd Andreas Sistig

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Choir

For this year’s carol service the choir sang two pieces Rejoice and Be Merry and a new arrangement of Away In A Manger , with O Heiland, reiss die Himmel auf sung by Andreas, Laura and Alex.

Alexandra Moore

Bells and Bell Tower

The bells have been rung for almost all of our main Sunday and special services during the year, as well as for weddings. Four wedding couples requested the ringing of bells in 2024.

Members from the wider community of more experienced bell ringers within our local district often come along to provide welcome assistance to the small band of ringers at our practice evenings. They also make themselves available when we need extra help in forming a team to ring for weddings.

We encourage people of all ages to try bell ringing. They are welcome to come along for a “hands-on” experience at our practices on most Thursday evenings.

David Perry

St Anne’s Ladies Group

St. Anne’s Ladies Group 2024, started with the very popular Beetle Drive in February, then we had a range of speakers from:

‘Herbs and Spices’

The British Summer Holiday

The Air Ambulance Service (was a very well attended evening)

The year ended with ‘A Victorian Xmas’ by one of our ever-popular speakers, Carla Bennett.

Our Special Event was the Sumner Tea held in June in the church centre to which those who are unable to attend our meetings of an evening are invited. The committee decorate the Centre and the guests enjoy a lovely cream tea served by the committee members.

Our meetings are open to all.

Brenda Shepherd, Chair

St Anne’s Visiting Team

In 2024 the Visiting Team continued regular visiting of the sick and the elderly housebound in the parish. Visits were made to Bagshot care homes, including hymn singing and the occasional service. Pastoral phone-calls were also made to some individuals. In accordance

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with best safeguarding practice, individual Visitors made brief written reports of each visit. Twice monthly group meetings were held and a record of the meetings was written up and filed securely in the church office.

The Church Visitors do a service which is appreciated by the vulnerable people they visit and who themselves give back much to the person visiting them. This supplements the work of the clergy and the many individuals within the church who visit and care for friends and neighbours who are in need of support.

Helen Perry

Marriage Preparation

The couples who attended our Marriage Preparation Day in 2024 worked very well together, with the course leaders, and as individual couples in their private sessions. They addressed aspects of marriage such as communication, the resolution of conflict, financial issues and parenting. The clergy spoke to the couples about the importance of the marriage service as well as answering questions on the practicalities of the wedding day. Over lunch the couples were able to speak to Yvonne Fealey about their wedding flowers. Feedback showed how much the couples enjoyed and valued their experience of the day.

Helen Perry

Small Groups

The group has continued to meet on a Monday evening once a month in the parish centre. We have been revisiting the Church of England Pilgrim courses which we first followed a number of years ago. Supplemented with some material from Tom Wright.

We have welcomed some new faces this year and are always pleased to see newcomers. Come and join us for Fellowship, Bible study, cake and conversation.

Derrick Fenn

Surrey Heath Deanery Synod

There were four meetings during the year. In February the theme was the second iteration of the Parish Needs Process. The principal focus was to consider the forthcoming Parish Needs Process in the broader context of the deanery, and how we can support each other.

There were three objectives:

At the May meeting, as part of the Parish Needs Process, there was a workshop session to identify key priorities and shared opportunities. Churches shared their successes, experience,

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ideas and opportunities for collaboration within the deanery, which would inform the Deanery Development Plan. Those present were invited to identify opportunities for collaboration to enable the Kingdom to flourish in the Deanery.

In July in parallel with the creation of Church Development Plans (CDP) under the PNP, the Deanery Leadership Team had been working on a complementary Deanery Development Plan (DDP) which drew out the key opportunities for collaboration across the CDPs. This was based on the work done at the Deanery strategy day and the results of the previous Synod meeting.

After two Synods focusing on developing the Church and Deanery Development Plans, the focus of the November meeting was on implementing the plans over the next two years. Parishes were invited to highlight progress on their CDP priorities. There was a clear common message that parishes were growing from their current positions.

Throughout the year parishes shared details about their events and offered/received mutual support and exchanged ideas.

Diane Wild was thanked for her years of service as she was moving to Devon.

Lynne Cowley, Nicki Hunt and Diane Wild

Eco Church

We have continued to make slow but steady progress with our Eco church venture.

We spent quite a part of 2024 aiming to get to the Gold A Rocha award which is still ongoing. Part of this was to connect with our local MP, Al Pinkerton, who met with us to understand what we do, and we were able to offer support for any Surrey Heath wide activities that he can direct us to.

The community apiary has expanded to 6 hives and has been run this year by four beekeepers. A range of other people have joined in, either building equipment or suiting up and helping with inspections. We are grateful to the Crown Estate for the use of their land for this project.

Recycling continues and events such as the Christmas Tree Festival always keep our Eco values in mind – this might be not using disposable paper cups and plates to only buying locally grown trees and making sure they are re used after the event by local families

The Beavers, Cubs and Scouts looked after the allotment last summer, planting peas to fix nitrogen alongside courgettes to grow and enjoy and sunflowers for the seeds for the bird population. Their approach was using a system of 3 levels of planting, an environmental practice that make for good water retention.

We now have 2 bird feeders alongside the insect hotel and the rewilded area.

To widen the project, we spoke to the congregation about switching to renewable energy and ran 3 successful litter picks which we attended by families not usually associated with church which we were very pleased to see.

Kate Dyerson, Eco Lead

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3. Financial Review

Unrestricted (General) Fund

The Unrestricted (General) Fund supports the day-to-day operations of St Anne’s, including the Parish Share paid to the Diocese, the largest part of which funds Diocesan Clergy.

The accounts for 2024 show some significant changes in our unrestricted funds when compared with the previous year. We did not have the benefit of the generous legacies received in 2023 amounting to £38.6k, but our regular income increased from £126k in 2023 to £136k in 2024. This increase was due mainly to a 10% increase in Planned Giving, following a decrease in 2023, together with the results of fundraising events, including the Christmas Tree Festival and the Military Wives/Frimley NHS Harmony Choir concerts, which together made a profit of around £10k.

The higher interest rates which applied in 2024 and greater use of the CCLA account resulted in a contribution of around £2,500 to our income.

Expenditure also increased by around £9k to £139.4k, due to general increases but also arising from a significant increase in our donations arising from the success of the Christmas Tree Festival. This resulted in a donation of £4,250 (50% of the profit) being made to Connect Counselling Services. Overall, our Unrestricted Fund showed a deficit of around £2k which results in a relatively small cost to our reserves.

Hire of the Church Centre provides a valuable addition to our annual income (£24k in 2024). The major part of this comes from a single hirer and thus creates a theoretical risk which we need to provide for in the management of our Reserves (see below).

Writing off Unpaid Parish Share

For a period over ten years ago, St Anne’s was unable to pay its Parish Share in full. As a result we accumulated a theoretical debt of around £82k which has been recorded as a liability in our Financial Statements ever since. Since 2015, Parish Share has been paid in full and we initially contributed some funds towards reducing the debt. Following discussions in 2023, the Bishop’s Council agreed to our writing off the remaining debt at the end of 2024 on condition that we contribute £6,000 towards the debt and that we also continue to pay our Parish Share in full in the meantime. We have fulfilled these conditions so have now made a “Prior Year” adjustment in our accounts, reducing our creditor obligations correspondingly.

Restricted Funds

The objectives and finances of our Restricted Funds are summarised in Sections 8 and 9 of the accounts. The main points are summarised below under various headings.

a) Charitable Giving

As in previous years our Christingle collection went to the Children’s Society. St Anne’s also provided ongoing support to Connect Counselling Service in Camberley through a regular monthly contribution from our unrestricted funds.

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The “Big Brekkie” in May raised £690 and the Christmas “One Card” £282 for the support of Christian Aid.

In addition to making financial contributions, St Anne’s is one of 18 local churches who are linked with The Besom in Camberley to provide food and other items to local families and individuals who are going through a time of difficulty. Members of St Anne’s are among the volunteers who operate The Besom.

b) Funding of Projects within St Anne’s

St Anne’s has two restricted funds, The Friends of St Anne’s and the Derek Shearing Legacy, which can be used for repair of the church fabric and/or to support our work in the community. In 2024 the Friends funded the reordering of the front of the nave (removal of two pews etc.) to release additional space for events. The Derek Shearing Legacy funded the replacement of some damaged stonework at the rear of the church. (This latter expenditure was mitigated by reimbursement of the VAT through the Government’s Listed Places of Worship Scheme.)

Other Restricted Funds (i.e. funds which are designated by the donor for a particular purpose or are accrued in response to an appeal to fund a specific area of activity) are described in Section 8 of the Notes to the Statement of Financial Activities

c) St Anne’s Parish Hall

Although the Trustees of St Anne’s Parish Hall are the Diocesan Board of Finance, the entire responsibility for the management and maintenance of the Hall is that of St Anne’s PCC, who assume all liabilities. The 1927 Trust Deed indicates that the Hall is for the benefit of the people of Bagshot, not just the church, so the accounts of the Parish Hall are reported as one of the Restricted Funds of the PCC, with Note 9. to the Financial Statement providing the detail.

Hiring income increased by another 13% after a 20% increase in 2023 – arising from greater use of the Hall, mainly by new regular hirers. Expenditure increased only slightly due to the absence of any urgent or unexpected repairs. However, utility costs increased, partly due to the use of the new “Intelligent” thermostat which ensures that the Hall is warm at the start of a hiring session – a benefit appreciated by our hirers. The financial outcome was a surplus of just over £2k. The Hall maintains a healthy balance of £25k to cover likely maintenance and renewal costs in the future. We are indebted to Nick Dorrington who looks after the Hall and liaises with the hirers.

Plans are being developed in conjunction with Windlesham Parish Council for the funding of additional improvements to the internal and external environment of the Hall.

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Reserves Policy

Consistent with long-established PCC policy, we continue to aim to maintain a balance on free reserves (unrestricted cash plus readily liquidated investment assets) which equates to around six months of unrestricted payments. This is equivalent to ~£60,000. It is held to smooth out fluctuations in cash flow and to provide financial security against a number of potential risks, the provisions for which are described below:

Cover for loss of a major hirer
Emergency repairs
Working Capital
A reserve for staff redundancy
Total		 £22,500
£25,000
£10,000
£2,500
£60,000

Similarly, we need to maintain a reserve of around £10k for the Parish Hall to cover any need for emergency repairs.

The balance of the unrestricted funds at the end of 2024 was ~£100,000. Note that although the Vicar & Wardens fund is technically a restricted fund, the limited restrictions on its use mean that we have included its balance of £23,855 in the available reserve. Designation of £60k as a reserve fund means that the PCC potentially has around £50k available for other projects and also for the funding of future deficits.

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Parochial Church Council of St Anne's, Bagshot

Statement of Financial Activities

For the year ending 31 December 2024

For the year ending 31 December 2024
Notes
INCOMING RESOURCES
Voluntary income
2(a)
Activities for generating funds
2(b)
Income from Investments
2(c)
Church activities
2(d)
TOTAL INCOMING RESOURCES
RESOURCES EXPENDED
Cost of generation of voluntary income
3(b)
Fund-raising costs
3(c)
Church activities
3(a)
Regular Expenditure
Special projects
TOTAL RESOURCES EXPENDED
NET INCOMING RESOURCES BEFORE
OTHER RECOGNIZED GAINS AND LOSSES
Revaluation of assets
Gains (losses) on investment assets:
5(b)
NET MOVEMENT IN FUNDS
BALANCES B/FWD 1 JANUARY
Prior Year Adjustment
Write-off Parish Share Liability
RESTATED BALANCE B/FWD 1 JANUARY
BALANCES C/FWD 31 DECEMBER		 Unrestricted
Funds
£
91,552
12,992
3,412
28,407
136,363
318
4,614
133,149
138,081
138,081
(1,718)
727
(991)
664,339
-
746,519
745,529		 Restricted
Funds
£
4,401
1,000
3,631
9,481
18,512
-
11,852
11,852
3,632
15,484
3,028
3,028
84,889
-
84,889
87,917		 2024
2023
£
£
95,952
132,151
13,992
9,119
7,043
3,902
37,888
36,029
154,876
181,201
318
399
4,614
4,182
145,002
142,017
149,934
146,598
3,632
153,566
146,598
1,310
34,603
727
2,755
2,037
37,358
749,229
711,871
-
82,180
831,408
794,051
833,446
831,408
TOTAL FUNDS
181,201
399
4,182
142,017
146,598
146,598
34,603
2,755
37,358
711,871
82,180
794,051
831,408

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Parochial Church Council of St Anne's, Bagshot Balance sheet at 31 December 2024 Unrestricted Restricted Funds Funds TOTAL FUNDS 2024 2023 Notes FIXED ASSETS Restated (See Note l) 647.602 Tangible 5(a) 647.602 647.602 Investment 5(b) & (c 86,194 76,237 162,431 148,S43 733,7% 76,237 810,033 796,145 CURRENT ASSETS Debtors 8.936 1.244 10.179 15.427 Cash at bank and in hand 13.165 11,834 24.999 36.874 22,101 13,078 36,178 62,301 LIABILITIES Creditors {Amounts falling due in one yearl 10,367 1,398 11,765 17,038 NET CURRENT ASSETSI(LIABILITIES} 11.733 11,680 23,413 36,263 Creditors Amounts falling due after one year TOTAL NET AsseTS 745,529 87,917 833,446 831,408 PARISH FUNDS Unrestricted Reslricted 745,529 745,529 87.917 746,519 84,889 87.917 745,529 87,917 833,446 831,408 Approved by the Par¢xhial Church Council and signed on rts behalf by Revd Andreas Sistig (PCC Chaimanl 16

Notes to the financial statements

For the year ended 31 December 2024

1. ACCOUNTING POLICIES

The financial statements have been prepared under the Charities Act 2011 and in accordance with the Church Accounting Regulations 2006 governing the individual accounts of PCCs, and with the Regulations' "true and fair" provisions. The applicable accounting standards are FRS102 (2016) and the 2016 version of the Statement of Recommended Practice, Accounting and Reporting by Charities (SORP(FRS102)).

They have been prepared under the historical cost convention except for valuation of investment assets which are shown at market value. The financial statements include all transactions for which the PCC is responsible in law. They do not include the accounts of church groups which owe their main affiliation to another body or those that are informal gatherings of church members.

Changes to previous accounts

Following agreement with the Diocese concerning historic underpayment of Parish Share dating back to a period prior to 2015, we are now able to write-off this historic debt. Further information is provided in the Financial Review. It has resulted in a "prior year adjustment" to the 2023 accounts which have been restated appropriately. No other material changes have been made to the accounts for previous years.

Funds

Restricted funds represent (a) income from trusts or endowments which may be expended only on those restricted objects provided in the terms of the trust or bequest, and (b) donations or grants received for a specific object or invited by the PCC for a specific object. The funds may only be expended on the specific object for which they were given. Any balance remaining unspent at the end of each year must be carried forward as a balance on that fund. The PCC does not usually invest separately for each fund. (The Miss Pike Legacy fund is an exception to this.) Where there is no separate investment, interest is apportioned to individual funds on an average balance basis.

Unrestricted funds are general funds which can be used for PCC ordinary purposes. Funds designated by the PCC itself for a particular purpose are also unrestricted.

Incoming resources

Planned giving, collections and donations are recognised when received. Tax refunds are recognised when the incoming resource to which they relate is received. Grants and legacies are accounted for when the PCC is legally entitled to the amounts due. Dividends are accounted for when receivable and interest is accrued. All other income is recognised when it is receivable. All incoming resources are accounted for gross.

Resources expended

Grants and donations are accounted for when paid over, or when awarded if that award creates a binding obligation on the PCC. The diocesan parish share is accounted for when payable. Amounts received specifically for mission are dealt with as restricted funds. All other expenditure is generally recognised when it is incurred and is accounted for gross.

Assets

Consecrated and benefice property is excluded from the accounts in accordance with s.96(2)(a) of the Charities Act 1993.

Movable church furnishings held by the vicar and churchwardens on special trust for the PCC and which required a faculty for disposal are inalienable property, listed in the church’s inventory, which can be inspected (at any reasonable time). For anything acquired prior to 2000 there is insufficient cost information available and therefore such assets are not valued in the financial statements. Subsequently, the only item purchased costing more than £1,000 has been the Church Centre and its furnishings. All funds expended on the Church Centre project have been treated as capital expenditure. All other expenditure has been charged to Resources Expended when it occurred.

Equipment used within the church premises is depreciated on a straight-line basis over five years. Individual items of equipment with a purchase price of £1,000 or less are charged to Resources Expended when the item is acquired.

Investments are valued at market value at 31 December.

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2.
INCOMING RESOURCES
2(a) Voluntary income
Planned giving
Tax recoverable
Collections
Donations
Legacies
2(b) Activities for generating funds
Fund raising
2(c) Income from investments
Interest
Dividends
2(d) Income from church activities
Wedding and Funeral Fees
Sale of books & magazine
Church Centre hire
Parish Hall income
Total incoming resources
3.
RESOURCES EXPENDED
3(a) Church activities
Missionary and charitable giving
Connect Christian Counselling
The Children's Society
Christian Aid
Vicar's Discretionary Hardship Fund
Shooting Stars
Other
Totals c/f		 Unrestricted
Funds
61,259
17,511
2,588
10,194
-		 Restricted
Funds
1,630
470
2,301
4,401
1,000
1,000
3,631
-
3,631
9,481
9,481
18,513
Restricted
Funds
970
122
1,092		 TOTAL
2024
62,889
17,981
2,588
12,495
-
95,953
13,992
13,992
6,161
882
7,043
4,755
140
23,513
9,481
37,888
154,876
TOTAL
2024
4,850
108
970
122
-
10
6,060		 TOTAL
2023
59,755
17,040
3,287
13,522
38,567
91,552 132,171
12,992
12,992
2,530
882
3,412
4,755
140
23,513
28,407
136,363
Unrestricted
Funds
4,850
108
10
4,968		 9,119
9,119
3,034
869
3,902
5,336
94
22,225
8,354
36,009
181,201
TOTAL
2023
768
80
650
70
2,000
30
3,598

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Totals b/f
Ministry:_Diocesan Parish Share
Clergy expenses
Clergy housing
_Church running and maintenance
Heating, lighting & water
Maintenance
Insurance
Service consumables
Music
Laystaff
Marriage preparation
Office supplies
ChurchDesk
Office Equipment
Telephone/Broadband
Magazine/bookstall costs
Junior Church
Training
Misc
Eco-Church
Church Centre running costs
Parish Hall running costs
3(b) Generation of voluntary income
Card processing fees
Stewardship/Income generating costs
3(c) Fund raising costs
Regular Expenditure
3(d) Special Projects
Reordering front of nave
Stonework repairs
TOTAL RESOURCES EXPENDED
3(a)
(cont)		 Unrestricted
Funds
4,968
88,595
2,350
490
7,080
2,754
5,439
1,002
11,091
141
1,136
1,214
581
460
120
64
113
1,639
4,912
134,149
284
34
3,614
138,081
-
-
138,081		 Restricted
Funds
1,092
500
240
468
8,471
10,771
6
1,074
11,852
1,611
2,021
15,484		 TOTAL
2024
6,060
88,595
2,850
490
7,080
2,994
5,439
1,002
-
11,091
141
1,136
1,214
581
460
120
64
113
1,639
468
4,912
8,471
144,921
291
34
4,688
149,933
1,611
2,021
153,565		 TOTAL
2023
3,598
84,169
3,254
515
7,120
6,331
5,195
765
66
11,018
96
1,624
1,215
200
478
89
52
-
2,137
1,604
4,199
8,293
142,017
206
194
4,182
146,598
146,598

4. PAYMENTS TO PCC MEMBERS

A small immaterial part of the expenses paid to the incumbent may have been related to his services as Chairman of the PCC. No other payments or expenses were paid to any other PCC member, persons closely connectedto them or to related parties.

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5. FIXED ASSETS

5.
FIXED ASSETS
5(a)
ACTUAL COST
At 1 January 2023
Add additions at cost
At 31 December 2023
DEPRECIATION
At 1 January 2023
Add charge for year
At 31 December 2023
Tangible assets after depreciation
Tangible
(All unrestricted)		 Freehold
land and
buildings
647,602
-
647,602
-
-
-
647,602		 Church
Equipment
-
-
-
-
-
-
-		 Total
647,602
-
647,602
-
-
-
647,602

The freehold land and buildings comprise the Church Centre to which no depreciation is applied. Church equipment comprises office equipment and furniture in the Church Centre.

5(b) Investments (Unrestricted)

The PCC holds 1,406 Income Shares (no change since 2008) in the CBF Church of England Investment Fund, managed by CCLA Investment Management Ltd.

Value at 1 January 2024
Value at 31 December 2024
Gains/(loss) on revaluation		 31,783
32,511
727

During the year the balances of PCC funds not required for short term purposes have been invested in the COIF Charities Deposit Fund, managed by CCLA Investment Management Ltd. Interest is declared daily and varies according to London money market interest rates. It is paid monthly.

5(c) Investments (Restricted)

The balances of the Restricted Funds not required for short term purposes are also invested in the COIF Charities Deposit Fund, as is the whole of the Miss Pike Legacy Fund (£23,855 at 31 December 2024).

6.
DEBTORS
Tax recoverable
Payments in advance
Others
7.
LIABILITIES
Amounts falling due within one year
Guildford diocese*
Utilities
Wedding fees/payments - in advance
Donations due
Other creditors		 Unrestricted
Funds
7,173
1,763
8,936
TOTAL
Unrestricted
1,013
901
700
4,358
3,395
10,367		 Restricted
Funds
1,124
120
1,244
TOTAL
Restricted
181
795
282
140
1,398		 TOTAL
2024
8,297
-
1,883
10,180
TOTAL
2024
1,013
1,082
1,495
4,640
3,535
11,765		 TOTAL
2023
13,733
1,215
479
15,427
TOTAL
2023
88,855
839
614
2,849
6,061
99,218

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8. RESTRICTED FUNDS

Miss Pike Legacy Fund (Vicar & Wardens' Account)

Friends of St Anne's

Derek Shearing Legacy

St Anne's Parish Hall

Refugee Fund

Grant to Friday Night Youth Club (FNYC)

FNYC Tuck Tax

Vicar's Discretionary Hardship Fund

EcoChurch Project

One-Card

Christian Aid (Big Brekkie)

This Legacy Fund derives from the bequest to the Vicar and Churchwardens for the good of St Anne's Church. To that extent the funds constitute a Restricted Fund and expenditure is restricted to purposes complying with these terms.

For maintenance of the church building and to enhance the contribution of St Anne's to the local community.

Derek Shearing, a resident of Bagshot who died in 2020, bequeathed a legacy of £20,000 to St Anne's ‘to be applied solely for the upkeep and maintenance of the fabric of the parish church’.

The trustees of the Parish Hall are the Guildford Diocesan Board of Finance but St Anne's PCC is solely responsible for the management and maintenance of the Hall, together with all associated liabilities. Under the terms of the Trust Deed, the Hall is for the benefit of the people of Bagshot (not just the church). The finances of the Parish Hall are included with those of the PCC as a Restricted Fund. The St Anne's Hall detailed financial statements are provided as Note 9.

This fund is is an amalgamation of the previous Syrian and Afghan refugee funds reported in previous years. It aims to provide support to refugee families being housed in our area.

Surrey County Council provided the Friday Night Youth Club (FNYC) with a grant of £500 for the purchase of sports equipment.

A proportion of the payments made by members of the Friday Night Youth Club (FNYC) for snacks etc. is retained for donation to charities. Club members decide which charities will receive donations. FNYC has yet to restart following the Covid outbreak so no decisions have been made in recent years.

A fund to be used by the Vicar at his discretion, and on a confidential basis, for the support of local residents suffering hardship.

The EcoChurch Project is our initial local response to the developing environmental crisis threatening mankind. This restricted fund is a result of donations from Waitrose, the Coop and individuals in our community.

Donations to the One-Card scheme at Christmas made this year in support of Christian Aid.

This fund is a vehicle for handling the finances of the Christian Aid "Big Brekkie", which is organised by church members in support of this national fund-raising event.

Clergy Spiritual Development Christmas Tree Festival Grant

A fund provided by a private donor for the support of our clergy.

Two Ward Councillor Grants provided by Surrey Heath Borough in support of the Christmas Tree Festival.

Fund movements
Balance at 1 January 2024
Incoming resources
Resources expended
Balance at 31 December 2024
Fund movements
Balance at 1 January 2024
Incoming resources
Resources expended
Balance at 31 December 2024		 Vicar &
Wardens
Account
22,698
1,157
-
23,855
Refugee Fund
1,916
-
-
1,916		 Friends of
St Anne's
14,761
3,037
1,851
15,947
Surrey CC
Grant to
FNYC
312
-
-
312		 Derek
Shearing
Legacy
16,162
692
2,021
14,833
FNYC
Tuck Tax
750
-
-
750		 St Anne's
Parish Hall
23,084
10,575
8,471
25,188
Vicar's
Discretionary
Fund
2,575
-
122
2,453

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8. RESTRICTED FUNDS (continued)

Balance at 1 January 2024
Incoming resources
Resources expended
Balance at 31 December 2024
Balance at 1 January 2024
Incoming resources
Resources expended
Balance at 31 December 2024		 Eco-Church
2,382
-
468
1,914
Christmas
Tree Festival
Grant
-
1,000
1,000
-		 One-card
(Christian
Aid)
33
250
283
-		 Christian
Aid (Big
Brekkie)
-
768
768
-		 Clergy
Spiritual
Developme
250
1,000
500
750

9. St Anne's Parish Hall - Financial Detail

Incoming Resources
Individual bookings
Regular bookings
Interest
Resources Expended
Cleaning and Consumables
Hall Management and Admin
Utilities
Maintenance
Insurance
Total Routine payments
Surplus (Deficit)
Balances brought forward to 1st January
NatWest
CCLA
Creditors
Debtors
Balances at 31st December
NatWest
CCLA
Creditors
Debtors
Movements in Funds		 2024
2,000
7,481
1,094
10,575
1,285
2,455
2,682
585
1,464
8,471
2,104
6,920
17,368
1,265
61
23,084
2,722
23,462
1,116
120
25,188
2,104		 2023
1,715
6,639
368
8,722
1,260
1,877
1,859
1,877
1,421
8,293
429
23,441
832
46
22,655
6,920
17,368
1,265
61
23,084
429

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10. Prior Period Comparative SOFA Restated

Statement of Financial Activities

For the year ending 31 December 2023

ment of Financial Activities
he year ending 31 December 2023
INCOME
Voluntary Income
Activities for generating funds
Income from investments
Church activities
TOTAL INCOME
EXPENDITURE
Cost of voluntary income
Fund raising costs
Church Activities
Regular Expenditure
Special Projects
TOTAL EXPENDITURE
Net Incoming resources before other
recognised gains and losses
Revaluation of assets
Gains (losses) on investment assets:
NET INCOME (EXPENDITURE)
Total Funds brought forward
Total Funds carried forward		 Unrestricted
Funds
£
125,532
9,119
1,922
27,675
164,248
390
4,182
126,276
130,848
-
130,848		 Restricted
Funds
£
6,619
1,980
8,354
16,952
9
15,741
15,750
15,750		 TOTAL
2023
£
132,151
9,119
3,902
36,029
181,201
399
4,182
142,017
146,598
146,598
33,401
2,755
36,155
628,184
664,339		 1,202
1,202
83,687
84,889		 34,603
2,755
37,358
711,871
749,229

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Independent Examiner’s Report to the members of St Anne’s Parochial Church Council (PCC) on the accounts for the year ended 31st December 2024

Respective responsibilities of PCC and Examiner

The members of the PCC are responsible for the preparation of the accounts. The PCC consider that an audit is not required for this year under section 144 of the Charities Act 2011 (the Charities Act) and that an independent examination is needed.

It is my responsibility to:

Basis of independent examiner’s statement

My examination was carried out in accordance with general Directions given by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from the members of the PCC concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently no opinion is given as to whether the accounts present a ‘true and fair’ view and the report is limited to those matters set

out in the statement below.

Independent examiner's statement

In connection with my examination, no matter has come to my attention;-

  1. which gives me reasonable cause to believe that in, any material respect, the requirements:

  2. to keep accounting records in accordance with section 130 of the Charities Act; and

  3. to prepare accounts which accord with the accounting records and comply with the accounting requirements of the Charities Act have not been met; or

  4. to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.

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4. Structure, governance and management

The Parochial Church Council is a corporate body established by the Church of England. The PCC operates under the Parochial Church Council Powers Measure. The PCC is officially registered with the Charity Commission as THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST ANNE, BAGSHOT, SURREY, Registered Charity Number 1171379.

The method of appointment of PCC members is set out in the Church Representation Rules. At St Anne’s the membership of the PCC consists of the incumbent, the curate, churchwardens, the LLM (Reader), members elected by those members of the congregation who are on the electoral roll of the church as well as three elected Deanery Synod Representatives and any elected Diocesan or General Synod representatives.

All those who attend our services/members of the congregation are encouraged 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 spent. New members receive initial training into the workings of the PCC.

The full PCC met ten times in person for regular meetings. All meetings had a very good average level of attendance.

5. Administrative information

St Anne’s Church is situated in Church Road, Bagshot. It is part of the Diocese of Guildford within the Church of England. The correspondence address is St Anne’s Church Office, 45 Church Road, Bagshot, Surrey GU19 5EQ. PCC members who have served at any time from 1 January 2022 until the date this report was approved are:

Ex Officio members:

Vicar: The Revd Andreas Sistig (Chairman) Associate Vicar: The Revd Ellen Turtle Wardens: Mrs Sue Hunt (until 28 April 2024) Mrs Carolyn Nahajski Diocesan Synod Representative: The Revd Jennifer Sistig (Self Supporting Minister)

Deanery Synod Representatives

Mrs Diane Wild (until 19 November 2024)

Mrs Lynne Cowley

Ms Nicki Hunt

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Elected members:

Mrs Anne Bonella

Dr Kate Dyerson

Dr David Perry (Treasurer)

Mr Paul Ray

Mrs Brenda Shepherd

Mrs Laura Fox-Longdon

Mr David Lovell

Our bankers are National Westminster Bank Plc and our Independent Examiner is Roy Wolstenholme, retired accountant and previously a Member of the Chartered Institute of Public Finance and Accountancy. Approved by the PCC on 08 April 2025 and signed on their behalf by:

----- Start of picture text -----
_____
----- End of picture text -----

Revd Andreas Sistig (PCC Chairman)

26

6. Vicar’s Report APCM 4 May 2025

In my sermon last Sunday, I quoted Pope Francis – and as I was reflecting about my vicar’s report this week, it occurred to me that this quote would actually be a very appropriate way to start my reflections on the life of our parish in 2024 and the road ahead. So, quite unashamedly, let me read you those verses again:

‘Rivers do not drink their own water; trees do not eat their own fruit; the sun does not shine on itself, flowers do not spread their fragrance for themselves. Living for others is a rule of nature. We are all born to help each other. No matter how difficult it is …. life is good when you are happy, but much better when others are happy because of you.’

Isn’t that what it is all about? Spreading the love of God and by doing so making others deeply happy and joyful? Or as Sam Wells puts it ‘Creating communities whose habits and practices anticipate and portray the life of God’s kingdom’ – to those inside the existing fellowship as well as those who are not yet part of that fellowship (again, bearing in mind archbishop William Temple’s famous expression that ‘the Church is the only society that exists for the benefit of those who are not its members’)?

So, how have we done that in 2024 and what are the plans for this year? Let me just highlight a few of the things we have done or have started planning.

First and foremost, there has been the Church Development Plan consultation process in the first half or 2024 about the nature and focus of our way forward as a church community (culminating in a still somewhat rough around the edges draft Church Development Plan). This process took as its focus the three diocesan goals of:

27

This process, including the various meetings and an initial survey to ask for ideas from the congregation resulted in a draft development plan which the PCC has spoken about regularly but will need to firm up and further develop in the coming months.

And although there remains a lot of work that still needs doing with regards to the development plan, there has been a plethora of activities taking place as a result of last year’s meetings, conversations and suggestions.

In particular, there are 12 activities I would like to mention specifically:

28

litter picks had between 40 to 50 attendees. Of course, the bacon butties have done their bit to attract such good numbers.

It is in that context that I want to particularly thank Yvonne Fealey who volunteered to become a deputy warden with special responsibility to address

29

that concern and provide a continuous presence and point of contact. I know this was a great help to Carolyn and has enabled her to also support some of our other worshipping communities, such as the growing 8am and Messy Church congregations.

I hope you will agree that all these activities show our joint commitment to and our growing success in implementing the three diocesan goals of growing community, diversity and discipleship.

Of course, my report would not be complete without the most heartfelt thank-yous to all those who have helped make all of this happen at St Anne’s this last year. In particular I want to thank:

30

31

Thank you to all of you - for caring deeply about the ministry, fellowship and community life at St Anne's and for, at times, arguing about those things passionately.

In closing, I want to ask for five things –

Thank you.

Yours in Christ,

Andreas.

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