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2022-12-31-accounts

Trustees Annual Report and Financial Report

Of

The Parochial Church Council of the Ecclesiastical Parish of

St Mary’s Church, Walberton

Church Lane, Walberton, Arundel BN18 0UD

Church Office: Unit G William Booker Yard, The Street, Walberton BN18 0PF Registered charity no. 1175197

For the year ended 31st December 2022

CONTENTS

Page

2 Trustees annual report 9 Statement of financial receipts and payments 10 Statement of assets and liabilities 11 Notes to the accounts

Website: stmaryswalberton.org.uk

The Revd TJC Ward Incumbent: The Vicarage, The Street Walberton Arundel BN18 0PQ Independent Mrs A Bestente examiner: Sunny Bank, Walberton, Arundel BN18 0PT

Bankers: NatWest Bank - Rustington (B) Branch 154 The Street Rustington West Sussex BN16 3ZZ

1

St Mary’s Walberton

Trustees Annual Report for 2022

Our aims and purposes

The Parochial Church Council (PCC ) has the responsibility of co-operating with the Incumbent, the Rev’d Timothy Ward, in

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, particularly, the specific guidance on “charities for the advancement of religion”.

For 2022 we planned to reach the new housing developments at Avisford Grange and Fontwell Meadows and to start a number of new initiatives under our New Beginnings banner (See below). We also planned to reshingle our spire.

2022 was a transitional year as we learned to live with the pandemic. Most activities returned to normal (including the administration of communion in both kinds.) seeing them as relevant to the achievement of our charitable objectives. Accordingly:

The promotion of the gospel of the Lord Jesus Christ according to the doctrines and practices of the Church of England

We offer services of worship to God

As a village church we seek to provide services at which people from all church traditions, or none, will feel comfortable. On Sunday mornings the usual pattern has been for there to be both a service using traditional liturgy, and a less formal service which appeals particularly to those with young families. The clergy and readers team also provide a service in the evening Sundays. This can be Holy Communion or Evensong or, on the first Sunday of the month, a new service for children called Families at 5 which began in April 2022.

2

We enable as many people as possible to worship at our church

We aim to ensure that our church is a safe and welcoming space for all age groups, and for those who have disabilities of some kind. The PCC makes every effort at all times to comply with the duty under section 5 of the Safeguarding and Clergy Discipline Measure 2016 to safeguard children and vulnerable adults, following the guidance of the House of Bishops. (In the autumn the vicar and PCC tightened up their procedures regarding the employment of cover organists on the advice of the diocese after being alerted to the issue by a news report. Our organist Dr Naylor remained absent through illness throughout the year.)

The church is the hub for formal teaching through sermons, some of which are also available on our website in written form. Young people are involved in services especially Families at 5 and also offered structured teaching when they separate into their age groups for Sunday School

In 2022 the average attendance in church on a normal Sunday was 63 adults, and 9 children including house communions. On Easter Day 92 people attended and 170 people attended services on Christmas Eve and Christmas Day. There was a monthly Online communion service until July 2022. The PCC wishes to thank all those who provided the online service for over two years.

One wedding and 7 funerals were held in church. The vicar conducted 8 further funeral services or burial of ashes elsewhere, in the churchyard or a crematorium. Other special services included two New Beginnings services; Remembrance Sunday when the 40[th] anniversary of Falklands war was commemorated; an All Souls Service of Remembrance for the bereaved; a Christingle Service to which the Walberton & Binsted CE Primary School children were invited and took part. The crib service which this year also included a short Nativity was well attended. About 10 people participated in a weekly prayer meeting online. Three Home Groups continue to meet weekly for Bible study on Wednesdays one of which is now a daytime group. There is also a Dad’s Bible study which meets once a fortnight.

Promoting in the parish the whole mission of the church: pastoral, social, evangelistic and ecumenical and knowing Jesus Christ better and making him better known

January 2022 saw the launch of the Parish Mission Action Plan (MAP) which had been developed the previous year. The aims set out for us by the Bishop of Chichester were:

To be more open To be more converted To be more generous To be more engaged.

3

Under the title New Beginnings, all church members were invited to a Sunday service in the village hall. In the meeting which followed we asked ourselves how we could best achieved these aims. As a result, several new initiatives were taken up during the year:

More open in worship:

Families at 5. This has been a considerable success a small team of layity and clergy prepare a service each moth aimed directly at children. It involves children reading and acting out bible stories do craft work a godly play activities. It attracts 10 -20 children each month.

Prayer Vigil for Ukraine Each month since March 2022 we met opposite the shops under the leadership of a reader to pray for Ukraine and witness to our village. People from other churches have become involved as we sing and share our concerns for Ukraine and its refugees. About 10 -20 people usually attend.

More converted:

Listening to God group This group involves half a dozen people under lay leadership meeting once a month to spend time in silence before God. Their thoughts are recorded and relayed to the congregation at the next 10.30am service. The intention to attend New Wine again was confirmed by this group.

Barnabas Discipleship Groups There are two groups, one of men led by the vicar and one of women led by a reader, who meet about 6 times a year to be accountable to each other spiritually. Each person is able confidentially to say how they are doing in each four areas: prayer, fellowship, witness and bible. They then share whatever issues may be arising in their life and whatever opposition they may be experiencing for prayer.

More generous:

Contactless giving – a device is now available at Sunday services. This enables us to give to the work of St Marys or specified charities. We are able to reclaim gift anonymously on sums of upto £30 as if it were a cash collection.

More engaged:

Little Lambs This is a morning of storytelling singing and craft organised by one of our mums and supported by other layity. It is supported by Community Playcentre at Walberton who bring over a small group. There are usually 6-10 children present. It is valued by those who come but doesn’t yet have a core group.

Games night. This attracts about 4 men who have enjoyed the camaraderie of playing various new games with each other and have deepened their friendships

Eco church group . One of the churchwardens has been responsible for promoting green issues in the parish with a small group.

4

Offering practical and spiritual support and care for people in the parish , from the youngest to the eldest

Our existing action groups met regularly to follow up and reinforce these aims as well as the Mission Action plan:

The Communications Group aimed to keep members of the church and the parish more connected with each other through the Pew Sheet and the Parish News: eg to keep the congregation informed about PCC business. It looked for ways to make better use of the media, eg Facebook and our website, to promote the Parish News, and to stimulate the various action groups. It updated the Welcome Packs for the Outreach Group.

The Outreach Group started to deliver Welcome Packs to each new resident as they settled into the new housing developments in Fontwell and at Avisford Grange. Groups went carol singing to these new estates and were well received. The packs now also contain flyers from a number of the village social groups who were delighted to seize the opportunity to make themselves known to newcomers.

The weekly Friday Coffee Stop enables church members to keep in touch in the midst of the village and to mix with other villagers during the weekly Post Office in the pavilion.

In November there was families’ fireworks and bonfire at the Sewell’s house to whom our thanks are due.

In the autumn the vicar offered a Christianity Explored Course based on Marks gospel which one of the home groups took up.

Members of our church family are to be found in virtually every local group and activity, and as such are known ambassadors for godly living within our community. The church nominates a trustee to the Village Hall Trustee Board, the Community Play Centre (CPAWS) and has three foundation governors at Walberton & Binsted CE Primary School.

Providing financial support for those in need and to other organisations with similar objectives

As well as the individuals helped by the Pastoral Group who visit, charitable and Christian organisations were supported by special collections made in church. The PCC also approved a number of specific donations. A list is included in the Supplementary Report.

5

St Mary’s provides trustees for the Walberton, Binsted and West Barnham Support Fund which does the main work of meeting peoples physical and financial needs in the parish.

Looking after our Grade 1 Listed church building

The main work of the year was the re-shingling of the spire which took place in the spring. This was made possible by a generous donation. Oak was chosen in place of cedar as this is more resident to woodpeckers and squirrels who had done considerable damage to the old spire. A grant from Basil Shippham Trust also enabled us to enclose the horizontal boarding with strong wire mesh. Fortunately the underlying woodwork was in good condition. A storm in February caused the disturbance of tiles near the roof line. Our builder put forward a plan of restoration to our insurers which they happily accepted (the work being done in early 2023 when the bats were absent)

Financial Review

Financial Review

For 2022, the financial report follows the format specified by the Charities Commission (CC16a), for charities with an income of less than £250,000 and using receipts and payments accounting. The accounts are in three parts.

Part A - The Profit and Loss Account (Receipts and Payments)

Part B - The Balance Sheet showing our Assets and Liabilities

Appendix – Notes on the accounts

Part A - The Profit and Loss Account (Receipts and Payments)

The 2022 accounts show an overall deficit on the year of £1641. We are, however, carrying forward a surplus of £2263 for the Bell Tower repair fund into 2022, as well as offsetting £917 of our church yard work against the surplus previously raised for the churchyard benches. This equates to a £3041 deficit against our general fund.

The churchyard benches fund still has £80 remaining at the end of 2022, which will fund further churchyard maintenance activities in 2023. The £2263 remaining in the Bell Tower fund will be spent, as the final retention invoice is payable in early 2023.

Part B - Balance Sheet (Statement of Assets & Liabilities)

Our current account balance (just over £8,000 at year end) meant we have cash to cover approximately one month’s worth of day-to-day expenditure.

Appendix - Notes on the Accounts

A detailed breakdown is available of receipts and expenditure, including all outward giving from plate collections and from the PCC.

6

Reserves Policy

We aim to hold reserves to maintain a balance on the general unrestricted funds (excluding property) which equates to at least two/three months’ worth of unrestricted payments as contingency against unforeseen situations. The closing balance of £8053 at Nat West at the end of 2022 covers about one third of this amount. We also hold reserves to invest temporarily surplus funds with the CBF Church of England deposit fund, returning proportionately these funds to our current account, as they are needed, to pay day-to-day bills. At the end of 2022 £24,886 was invested in this way. As well as holding the above general reserves, from time to time the PCC receives restricted legacies for expenditure on restricted purposes, defined by the donor. We aim to expend such money as soon as possible after receiving the gift, depending on the specific objectives of the donor.

Structure, governance and management of the charity

The PCC is registered with the Charity Commission (Charity Reg No. 1175197. Its governing document is the Parochial Church Councils (Powers) Measure 1956.

The PCC is elected at the APCM by Church Members. There were 130 on the electoral roll in December 2022.

The PCC is supported by a Standing Committee and oversees the work of two sub committees, the Outreach Action Group, the Communications Group, which report to the PCC. The PCC met 7 times during the year.

During the year, the following served as members of the PCC:

Ex officio members:

Incumbent: The Revd Timothy Ward
Licensed Reader: Julie Allday
Churchwardens: Jean Strickland, Steven Phillips
Deanery Synod Representatives: Susan Martineau (PCC Secretary)
Julie Allday
Elected Membership: Kevin Durban Jackson (Reader with PTO)
Peter Brown
Tom Evans (Hon. Treasurer)
Graham Thrussell
Bernard Lane (until 24 January 2023)
Chris Doman (until 5 May 2022)
Esther Langrish (until 5 May 2022)
Brendan Amesbury (from 5 May 2022)
Emmie Huxtable (from 5 May 2022)
Martin Sewell From (from 5 May 2022)

7

Other officers with rights of attendance, but not trustees Minutes Secretary Alison Surrell Safeguarding Officer Kasia Nicholls

Membership of the PCC is determined under the Church Representation Rules and consists of certain ex-officio members (the incumbent/priest in charge, curate, readers licensed to officiate in the parish), the churchwardens and members of the Deanery, Diocesan or General Synods and 9 members of the church who are elected at the Annual Parochial Church Meeting (APCM) and serve for three years. Church 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. Timothy Ward, PCC Chairman

Date 29 April 2023

8

THE PCC OF THE ECCLESIASTICAL PARISH OF ST MARY'S WALBERTON DIOCESE OF CHICHESTER

PART A - STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDING 31ST DECEMBER 2022

Notes
INCOMING RESOURCES
Donations & Legacies
2a
Activites for Generating Funds
2b
Investment Income
2c
Charitable Actvities
2d
Other Incoming Resources
2e
TOTAL INCOMING RESOURCES
RESOURCES USED
Cost of Charitable Activities
3a
Activities for Generating Funds
3b
Governance Costs
3c
TOTAL RESOURCES USED
NET INCOMING RESOURCES
NET MOVEMENT IN FUNDS
Balances Brought Forward
Transfer Between Funds
BALANCES CARRIED FORWARD		 Unrestricted
Designated Restricted TOTAL
TOTAL
Funds
Funds
Funds
2022
2021
£
£
£
£
£
86,641
-
57,000
143,641
106,962
-
-
-
-
-
268
54
-
322
22
14,161
-
-
14,161
14,240
88
-
-
88
41
101,158
54
57,000
158,212
121,265
102,336
-
55,654
157,990
131,133
-
-
-
-
-
1,864
-
-
1,864
1,718
104,200
0
55,654
159,854
132,851
-3,041
54
1,346
-1,641
-11,587
-3,041
54
1,346
-1,641
-11,587
29,477
4,107
997
34,580
46,167
-
-
-
-
-
26,436
4,161
2,343
32,939
34,580

9

THE PCC OF THE ECCLESIASTICAL PARISH OF ST MARY'S WALBERTON DIOCESE OF CHICHESTER

PART B - BALANCE SHEET AS AT 31ST DECEMBER 2022

Notes
Fixed Assets
Tangible Assets
1
Current Assets
Debtors & Prepayments
5
Cash at bank and in hand
4
Total Current Assets
Creditors: Due within one year
6
NET CURRENT ASSETS
TOTAL ASSETSless current liabilities
Creditors: Due within one year
7
NET ASSETS
Funds of the charity
Unrestricted Funds
Designated Funds
8
Restricted Funds
9		 Unrestricted
Designated Restricted
31-Dec-22
31-Dec-21
Funds
Funds
Funds
Total
Total
£
£
£
£
£
-
-
-
-
-
-
-
-
-
-
26,436
4,161
2,343
32,939
34,580
26,436
4,161
2,343
32,939
34,580
-
-
-
-
-
26,436
4,161
2,343
32,939
34,580
26,436
4,161
2,343
32,939
34,580
-
-
-
-
-
26,436
4,161
2,343
32,939
34,580
26,436
26,436
29,477
4,161
4,161
4,107
2,343
2,343
997
26,436
4,161
2,343
32,939
34,580

This Financial Report for the year ended 31st December 2022, including the notes following, was approved by the PCC and signed on its behalf by The Revd. Timothy Ward, PCC Chairman:

Date 29 April 2023

10

THE PCC OF THE ECCLESIASTICAL PARISH OF ST MARY'S WALBERTON DIOCESE OF CHICHESTER

NOTES TO THE FINANCIAL STATEMENTS (Continued) FOR THE YEAR ENDING 31ST DECEMBER 2022

2. Incoming Resources

Notes
a) Donations and Legacies
Gift Aid Donation
Gift Aid Tax Recoverable
Gifts & Donations
Collections Plate
Grants
Legacies
Visitors Box
b) Activities for Generating Funds
Outreach
c) Investment Income
Bank Interest
5
d) Charitable Activities
Parish Magazine
Churchyard and Service Fees
e) Other Incoming Resources
Sundry Income		 Unrestricted
Designated Restricted TOTAL
TOTAL
Funds
Funds
Funds
2022
2021
£
£
£
£
£
52,587
-
20,000
72,587
62,138
15,267
-
5,000
20,267
14,814
10,844
-
30,000
40,844
14,268
5,424
-
-
5,424
2,639
2,435
-
2,000
4,435
492
-
-
-
-
12,585
84
-
84
26
86,641
-
57,000
143,641
106,962
£
£
£
£
£
-
-
-
-
-
-
-
-
-
-
£
£
£
£
£
268
54
-
322
22
268
54
-
322
22
£
£
£
£
£
7,468
-
-
7,468
6,697
6,693
-
-
6,693
7,543
14,161
-
-
14,161
14,240
£
£
£
£
£
88
-
-
88
41
88
-
-
88
41

11

THE PCC OF THE ECCLESIASTICAL PARISH OF ST MARY'S WALBERTON DIOCESE OF CHICHESTER

NOTES TO THE FINANCIAL STATEMENTS (Continued) FOR THE YEAR ENDING 31ST DECEMBER 2022

3. Resources Expended

Notes
a) Cost of Charitable Activities
AudioVisual Costs
Charitable Giving
12
Church Running Costs
Churchyard Expenses
Clergy Expenses
Communication Costs
Diocese Quota
Equipment Costs
Junior Church
Kitchen Refurbishment
Lych Gate
Music Costs
Office Costs
Office Rent
Organist Fees
Outreach
Parish Magazine Costs
Photocopiers Costs
Quinquennial Costs
Repairs and Maintenance
Salary Costs
10
Service Fees
Telephone Costs
Utility Costs
Vicarage Expenses
Visiting Speakers Expenses
b) Cost of Generating Funds
Outreach
c) Governance Costs
PCC Governance
Insurance		 Unrestricted
Designated Restricted TOTAL
TOTAL
Funds
Funds
Funds
2022
2021
£
£
£
£
£
17
-
-
17
110
6,520
-
-
6,520
4,899
1,543
-
-
1,543
1,057
-
-
917
917
1,405
995
-
-
995
935
368
-
-
368
318
62,344
-
-
62,344
58,846
-
-
-
-
375
215
-
-
215
101
-
-
-
-
7,536
-
-
-
-
700
389
-
-
389
379
190
-
-
190
380
2,640
-
-
2,640
2,640
340
-
-
340
105
633
-
-
633
78
-
-
-
-
47
6,756
-
-
6,756
5,606
-
-
54,737
54,737
26,056
233
-
-
233
352
6,210
-
-
6,210
8,766
2,351
-
-
2,351
2,179
2,029
-
-
2,029
479
4,791
-
-
4,791
4,335
3,648
-
-
3,648
3,449
123
-
-
123
-
102,336
-
55,654
157,990
131,133
£
£
£
£
£
-
-
-
-
-
-
-
-
-
-
£
£
£
£
£
162
-
-
162
76
1,702
-
-
1,702
1,642
1,864
-
-
1,864
1,718

12

THE PCC OF THE ECCLESIASTICAL PARISH OF ST MARY'S WALBERTON DIOCESE OF CHICHESTER

NOTES TO THE FINANCIAL STATEMENTS (Continued) FOR THE YEAR ENDING 31ST DECEMBER 2022

4. Cash at bank and in-hand

4. Cash at bank and in-hand
Cash at bank and in hand 31-Dec-22
31-Dec-21
£
£
32,939
34,580
32,939
34,580

5.Debtors & Prepayments

The PCC held no debtors during this or the previous financial period.

6. Creditors: Amounts Falling Due Within One Year

There were no short term liabilities held during this or the previous financial period.

7. Creditors: Amounts Falling Due In More Than One Year

There were no long term liabilities held during this or the previous financial period.

13

THE PCC OF THE ECCLESIASTICAL PARISH OF ST MARY'S WALBERTON DIOCESE OF CHICHESTER

NOTES TO THE FINANCIAL STATEMENTS (Continued) FOR THE YEAR ENDING 31ST DECEMBER 2021

8.Designated Funds
Quinquennial Fund		 Balance
Balance
31-Dec-21
Income
Expenditure
Transfers
31-Dec-22
£
£
£
£
£
4,107
54
-
-
4,161
4,107
54
-
-
4,161

The churches designated funds are wholly represented by cash reserves held and are to be expended as described above

9. Restricted Funds
Bell Tower
Churchyard Benches		 Balance
Balance
31-Dec-21
Income
Expenditure
Transfers
31-Dec-22
£
£
£
£
£
-
57,000
54,737
-
2,263
997
-
917
-
80
997
57,000
55,654
-
2,343

The churches restricted funds are wholly represented by cash reserves held and are to be expended as described above

10. Analysis of Net Assets By
Fund
Unrestricted
Designated
Restricted
Funds
Funds
Funds
£
£
£
Fixed Assets and Investments
-
-
-
Current Assets
26,436
4,161
2,343
Liabilities (due in more than one
year)
-
-
-
26,436
4,161
2,343
11. Staff Costs and Numbers
Gross Wages and Salaries
Employer's National Insurance Costs
Pension Contributions
Employees Who Were Engaged in each of the following activities:
Activities in furtherance of organisations objectives:		 Unrestricted
Designated
Restricted
Funds
Funds
Funds
£
£
£
-
-
-
26,436
4,161
2,343
-
-
-		 31-Dec-22
31-Dec-21
Total
Total
£
£
-
-
32,939
34,580
-
-
32,939
34,580
2022
2021
£
£
6,210
8,766
-
-
-
-
6,210
8,766
2022
2021
2
2
26,436
4,161
2,343

The organisation operates a PAYE scheme to pay all employed members of staff and the organisation also employs members of staff on a self employed basis. No employees received emoluments in excess of £60,000. (2021: None)

14

12. Charitable Giving

The PCC aims to pay out 10% of its voluntary income to other causes. Our outward giving in 2022 was 7.5%, which fell short but was an increase of 2021 levels.

15

T)EPE)DL)T ELIIILNER'S REPORT ON THE.4C'C'OIThTS This re￿rt on the fin2nci21 st2temenis for the PCC of the Ecclesi2stic21 Parish of St N12fV'S Church. Il'.alterton for the year endinq 31" Decemter ?O?l is in re5￿t of an examirots.on carried out in acC￿lI￿ce Thiih Ibe ChUrchAccc￿1tMg Regu12tions 7006 ('tbe regulattons ) and s.14) of the Clwities Act ?011 ('The.4ct"). Respectii"e Responsibi]iries of the PCC. aDd the EIaminer As the n￿￿ther5 of PCC are resFX)n51ble for the preparation of the finanaal stalements; you consider thai the autht requremenl of Re_gulations and sectico 114(2) of the Cbarities Act 2011 ('The Act") does not apply. It is Jny reswllsibllit}' to issue this rep)rt on those stste1)￿l1S accouats m accordallce the tem]s of the Regulations. Basis of lDdepeDdent ￿a￿lDer"S Report My examination was Ca￿led out in accordance the General Drectioos ￿￿ell by the (Iwity CoJDmission ikn secttoo 145(>)(b) of the Act and to be foiTnd m the Cknrch (￿l(L￿Ce. ?C(J6 eth"11￿ issued from ibe Firortt DI"l￿10n of ihe.4rc1￿￿hOpS Coimcd. That exaIn￿￿.0ll I￿lU{k5 a ieiryoi. of1he accoullt￿g iecords kept by the PCC al￿ a coll]panson of Ihe accouats Varyth Ihose ie(or(ts. It also ￿clUdeS Collsidenng allv UllU￿ ite0￿ ot d￿j05￿c5 Ihe acco￿1 and 5eekJllg L￿p1a[￿n"0￿5 ftomvou a5 Ituslees cOncen)ll￿ any such nkitteT5. The p[oceth￿cs un(krtJken (kj not woiide all the elrydellce Ihai M'ould be [t￿ll[Cd in an audii. and c(wq￿￿lY no opinion is as lo w'heikn the accounts pte5enl a 'tr￿ a[￿ fair and the rep￿ ts lu)uted io those n)3tters set ¢)Ut st2ieJ))ent below. Indeptndellr Examiner s stalen￿nt In comlecfion with my exami￿￿OIL no nulxet has coll]e to attelltion." l) illlich gilts me re￿nable c2use to belI￿,e th2t in 2ny ll￿t￿l31 respect 1he to kery accoullt￿g recor(ts m accordance Rith seclion 130 of the Act." and lo prepare 2CCOUllts M".hich accord ￿ryth Ihe accounting recor¢ls and to complv with the requ￿ementS of the Act. and the Regldations hale been mef. or 2) to ThtiidL in my Opinio￿ attention should ￿ dramm in order to enable a proper und￿$12￿1￿.4 of the accoiinis lo ￿ reached. Al￿On Beste￿e CeFA Cew CeRER D4>FA ]ndeFndenl Fuw￿l31 Adkwr FRN 755733 ) Box 147 BN18 8DL 17th AP￿ ?0?3 16