Trustees Annual Report and Financial Report The Parochlal Church Councll of the Eecle$115tl¢o1 Parf$h of St Mary's Church, Balcombe St Marfs Church, London Road. Balcombe RH17 6PX Re815tered Chartty no. 1175472 St For the year ended 31 December 2024 CONTENTS Page Trustees, annual report Statement of flnanclal recelpts and payments 10 Statement of assets and Ilabilltles 11 Notes to the accounts 15 Report of the Independent examlner Webslte: stmarys-balcombe.org Incumbent: The Revd Canon D Kin& The Rectory, Haywards Heath Road, Balcombe RH17 6PA Independent examiner: Zoltan Demjan Bankers: Barclays PLC St Marfs, Balcombe Trustees Annual Report for 2024 registered chorlty number 1175472 Our alms and purposes as a charlty The PCC has the re5ponslblllty of co-operating with the incumbent. the Revd Canon Davld Kln& in: The promotion of the 8ospel of the Lord Jesus Christ accordlng to the doctrlnes and practlces of the Church of England: Promotlng In the parlsh the whole mlsslon of the church* pastoral. social. evangellstlc and ecumenical: Getting to know Jesus better and making Him better known. Providing practical support and care for people in the parish, from the youngest to the eldest, irrespective of level of need or ablllty to pay: and Providing financlal support to those In need and to other or8anbsatlons wlth slmllar oblectbves. What we planned to do to achleve our charltable objectlves When plannlng our artlvltles for the year, the PCC consldered the Charlty Commlsslon's gubdance on publlc beneflt and, In partlcular, the specbfbc 8uldance on 'charitles for the advancement of reli8ion'. For 2024 we dlscussed and planned the followln8 objectives and artivltles to fulfll our aims. Enablln8 as many people as posslble to worshlp at our Church; Enablln8 a5 many people as posslble to become part of our parlsh communlty: Teachln& baptlslng and nurturlng new and exlstln8 bellevers,. Malntalnln8 an overvlew of worshlp throughout the parlsh; Considerln8 how services can Invofve the many groups that Ilve wlthln the parlsh.. Putting falth Into practlce, throu8h prayer and s¢rlpture. muslc and 5acr•ment; Offering worshlp and prayer, and learnin8 about the Gospel, in small group situations; Assistlng people from all walks of life to develop their knowled8e of, and trust in, Je5U5' Providing pastoral care for people Ilvlng In the parish, includin8 ViSltin8 the sick and the bereaved and holdln8 monthly communlon senlices and other services Isuch as Easter, songs of praise. harvest and carol services) In the two local care homes; Provldlng a youth group w￿h a Chrlstlan ethos; Eniagln8 wlth Balcombe Church of England Primary School on the 8overnlng body and supportln8, and belng involved In. Its actlvltles, Includln8 weekly a55emblles land the 'Open the 8ook' Inltlatlvel, servl¢e5 In ¢huTch and In any other way requlred,. Helping those in need and supporting other charlties and mlsslonary organlsations, locally and natlonallyi Reachlng out to the whole community. and Maintaining the fabrlc of the church building, boih as a historic Grade I Ilsted buildlng and as a focus of Ilfe In the village, The PCC has complied wsth the duty under section S of the Safeguarding and Cler8y Oi5cipline Measure 2016, fvIIy recogni5ing its duty to have due regard to the House of Bishop5' guidance on safeguardlng children and vulnerable adults. We are very grateful to Julig Wilson who continued to hold the position of Safeguardin8 Offiter for the church and who works hard to ensure that the Safeguardin8 Policy is implemented in all church actNitles. St Marv's church Balcombe TRUSTEES ANNUAL REPORT AMO ANNUAL FINANCIAL REPORT St Marfs, Balcombe Trustees Annual Report for 2024 registered chority number 1175472 What we achieved and how we affected beneficlarie< lives Attendonce ot worshlp The church famlly welcomes visitors from withln as well as outslde the parlsh boundary. Visitors attend by personal cholce and rc Is our Breat pleasure to welcome anyone from all walks of life to take part in the life of the church. We contend that voluntary attendance to worship the Lord Jesus Christ Is a major demonstration of the publlc beneflt of our artivlties. As at 31 December 2024, there were 125 parishioners on the Church Electoral Roll, 32 of whom were not resldent In the parlsh. No new members were added during the year and four were removed throu8h death. Durln8 the year, the average regular weekly attendante counted durlng October was 66 Ilncludlng children). The school harvest festlval, which also took place in Ottober. was atended by a total of 215 chSldren and adults. The number attendlng worshlp on Easter Day was 112 and the number attendln8 on Chrlstmas Eve and Chrlstmas Dav was348. °8eoutiful [churchJ. Thank youfvr keeping It open.. Our re8ular Sunday seNlces durlng 2024 Included the weekly 8am communb)n servlce IBCPI and a Eucharlst, the timlng of whlch was brought forward to 9.30am (from Ioaml to allow Father David to be present at St Marf5 for more Sundays in the month. The Eucharlst servlce 15 replaced by a famlly seNlce on the first Sunday of the month. We are very grateful to the group of ￿tIred ¢ler8y who take our Eucharlst seNlces on Sunday5 when Father David Is officiating at St Richard'5 In Haywards Heath. There is Currently no Sunday Club but chlldren'5 actlvltles are always avallable at the back of the church. Special seNlces and festivals that were held and observed durln8 the year Included the followin8: A Motherin8 Sunday Parlsh Eucharlst, wlth dlstrlbutlon of posbes: A World Day of Prayer servlce, whl¢h thls year was prepared by the women of Palestlne, In Mareh; An Ash Wednesday servlce; A full pro8ramme of servlces for Holy Week and Easter, whlch Included a EucharistS¢ 5ervlce on Palm Sunday with dlstrlbution of palm Gro55es; a Eucharistlc seNice on Maundy Thursday with an Agape meal (candle lit due to a power cutll; both a famlly servlce Iwlth a re-enactment of the whole of Holy Week, followed by arts and crafts) on Good Friday mornlng and a seNlce of reflection, music and readin8s in the afternoon. a Dawn Easter Mornln8 SeNke on Easter Sunday and a dlstrlbutlon of Easter eggs at our 9.30am Euchar15t,' A Harvest Famlty Servlce, for which the church window sllls were beautlfully decorated by various 8alcombe groups. Non-perishable haryest item5 brought to the 5eNice vmre shared between local charlties and foodbanks: An All Souls Remembrance SeThice, at which the names of those we wished to be remembered were read out and candles were I￿,. The Annual Se￿i(e of Remembrance in November. whlch was attended by Balcombe S¢out groups and members ofthe wider community. A candlellt Advent Carol SeThi¢e of readin8s. carols and anthems. A servlce of nlne le550ns and caro15, candlelit and followed by mince pies and mulled wine for all; and Chrlstmas Services: On Christmas Eve, we held a very well attended famlly Chrlstingle and Crlb Servlce, at whlch the Posada arrived back after its journey round the parish throughout Advent, and we welcomed the birth of our Lord Jesus Christ at a Mldnight Eucharist with carols. On Christmas Day morning we held a Hoty Communlon IBCPI service and then a Soyful Famity Eucharist. St Mar¥,5 Church Balcombe TAU5Tf ES ANNUAL IIEPOHT AND ANNUAL FINANCIAL REPORT St Marfs, Balcombe Trustees Annual Report for 2024 registered charity number1175472 Our worship at St Mary'5 is greatly enriched by the high standard of musical support provided by the cholr. not lust for our regular services but also for festlvals, weddirb8S, funerals and memorlal services a5 requested. We are immensely grateful to them and, In partlcular, to our Music Dirertor and Organlst, Max Preston Bell, who stepped down at the end of the year. The choir has thrived under his directlon and he will be sadty missed. We are also very thankful that Ethan Merrick, who has so ably assisted Max irb the past, has agreed to temporarity take on the posltlon of Choir Master. New members are always welcome to join the choir, including families for the monthly family seNlces. Bellrlnging Ss also an important part of our Christian traditlon and worshlp. We are most grateful to our tower captain. John Moore, who lead5 our bell ringers every Sunday and on other notable occasions. Our bells also contlnue to be popular among visiting bellringer groups. one of whl¢h ran8 a quarter peal durlng the year. 8ellrlngin8 demonstratlons were given at our Open day in September, wlth vlsitors also given the opportunity to have a go theMSe￿e$. Worship In our church Is also enhanced by beautlful flower arran8ements, partlcularly at malor festlvals. and we are very 8ratelul to the small group of people who provlde these. Teachlnffj boptlslng ondnurturlng new ond exlstlng bellevers As well as our re8ular church servlces ènd main festivals, we undertook a range of seNlces and adivitle5 both withln and outside the church during the year wlth the aim of welcoming and nurturlng as many from our parlsh a5 posslble and provldln8 the opportunlty for all to loln us In a varlety of 5ettln8s. These included: The celebratk)n of the baptlsm of four chlldren; A fortnl8htly 5esslon at Buttercup Barn Nursery, at which this very youn8 8roup of ¢hildren enloy a Blble storytellln8 wlth prayer and slnglngi Locus Youth Club, whlch continues to be popular. wlth 16 youn8 people ran8ln8 from 11 to 14 years of age on our books. We meet monthly and the Children participate In a rèn8e of activities ranging from craft maklng, bakin& toasting marshmallows on a camp flre and varlous Sports actfvltles; A pll8rimage to Walslngham shrine in Norfolk with members from St Rlchard's Church; The Avon House Bible Group, which is run weekly during term times: SeThlces of communlon forthe resldents of the Avon House and Russettln8s care homes In the vllla8e and to those at home who were not able to attend church seNlces,' A Lent study 8roup, open to all denominations, which was held in the church and at the rectory, which dlscussed eplsodes of The Chosen,. We were pleased to also welcome some members of St Rlchard'5 Church to this group: Lent lunche5, which were held in Bramble Hall and included a short reflectlve act of worshlp• A Blble house group and a prayer group that meet on alternate weeks; Easter, summer songs of pralse and haNest servlces In Rus5ettings care home at which members of the cholr and congregation jolned the residents In song and prayer. Annual care homes carol service5. Members of the cholr and con8re8ation joined the resldents of Avon House and Russettings for short seNices of carols, wlth readlng and reflectlon, followed by refreshments. Resldents and staff were also invited to SU8gest favourite caro15,' and Involvement with Balcombe CO￿ Primary S¢hool- see below. St Mary's Church balcombe TRUSTEES AN14UAL REPORT AND ANNLIAL FINANCIAL REPORT St Marfs, Balcombe Trustees Annual Report for 2024 registered chority number 1175472 8alcombe CoAEPrfmqry5th001 As well as havin8 three governors on the school's board of governor5, St Marfs was Invofved in the following School Telated activities durlng the year: Acts of Collectlve Worship and 'Open the book,: These are held every Tuesday at the school. with Arts of Collectlve Worshlp taken by Father David. The 'Open the Book, sessions (based on a scheme created by The Bible Socletyl are very much enjoyed by pupils, some of whom participate in the presentations of Bible stories and reflection or8anlsed and led by a group of volunteers: A rnonth￿ prayer group for the schc4)1; School Services at harvest, Christmas, Easter and In the Summer (the leaver service) In St Mary's, whlch were attended by puplls, staff and some famllv member5; and The presentatlon of Bibles to all School leavers at the end of the school year,. and The runnlng of the Pathflnders after-school club at whlch crafts and games are based on a dlfferent Blble story or falth theme each week. "The "Open The boo aSsemblie5 are the hlghlight of our week- our pupils love let7rning the 81ble stories in such on Incluslve. Interurtfve woy." Outreoch Our activltles Included.. The dlstrlbutlon of over 800 Easter and Chrlstmas cards from St M8rf5 to homes throughout the parlsh,, The holdln8 of 'Coffee +1 mornlngs on Mondays durln8 term tlmes at which free coffee, tea and pastrles are available In the church,. Takin8 over the runnin8 of the villège Baby and Toddler Groupi whlch meets on Thursday mornln8s in the Parlsh Room A pancake Café on Shrove Tuesday, open to all; Provldin6 tea5 and cakes on a sunny afternoon at the beautlful 81rchanger Gardens, durin8 whlch we ralsed £575,, The Kings Men Concert In July. The church was filled wlth church and non.church members from wlthln and out of the parlsh on a rather wet evenSn8 for thls spectscular concert by Choral Scholars of King's College performin8 a repertoire whlch included beautiful harmonles, traditlonal folk songs and more modern hlts. £1,440 was ralsed through tlcket sales, donatlons and refreshmentS,' Attendance at the Villa8e Fete In July at which the St Marfs stall ran some very popular and free ¢hildren's activities and •150 Invlted people to write labe15 about thln8s for whlch they were thankful, The l•bels were then used to make up a thankfulness tree in the churrh; The holding of an Open Day In September, designed to colnclde with the Sussex Plistoric Churches Trust's annual Rlde and Strlde event. Actlvitles were fun throughout the day, Includlng bell-rin8in8 and flower arran8lng demonstratlons Iwlth a chance to have a gol, a discovery trail and arts and crafts, alongside Informatlon on our recent renovation project, the history of St Mary's and the vestment5 and items used In church seNlces. The day ended wlth a short or8an and piano recttal programme. Refreshments were avallable throughout the day, which was extremely well attended by church and non-church member5. The holdln8 of an extremely et)joyable harvest supper and barn dance whlch was attended by church and non church members of the village. At the village Carols around the Christma5 Tree, St Mar¢s cholrlolned the processlon of Mary and J05eph land 'donkeygi to the vlllage centre and, with Max Preston Bell, led the carol singin& Welcomin8 members from the widercommunfty into our choir. Our choir i50pen to all and new singers are always very welcome to join us for practice5 on Frldays. 6.30 to 8pm, and to sin8 at both our regular serwlces and at speclal servi￿5 such as at Easter, Advent and Chrlslmas: and Welcoming members of the wider community to join in with bellrSn8ing at St Marfs. Practice5 are held every Tuesday from 7.45pm to 9 pm and new ringers are alwayswelcome. St Mary's Church Balcombe TRUSTEES ANNUAL REPORT AND ANNUAL FINANCIAL RÉPORT St Mary's, Balcombe Trustees Annual Report for 2024 registeredcharity number 1175472 Pastoral care As well as the care homè and home visits referred to above. the pastoral care team continued to be active within the village and valued belng kept informed by our church fami￿ and friends in the village about people who may be In need of any help or hospital visits. We also provide a contact number for people to Use In order to reach us. Pro¥l$lt￿ oAthe churth bulldlnqfvr use by the communlty Durin8 the year, four baptisms and nlne weddln8S took place In the church, along with a wedding blessing. A total of five funerals and four memorial servlces were also held in the church and there were seven Interment5 during the year. Our church continues to be appreciated by our parishloners, and many others, as a space where life events are celebrated wlth loy and thanksglving. It is important to us that the church 15 available for prfvate prayer, notjust to the Church famlly but to the wldervlsltlng communlty. To thls end, the church is open every day for personal prayer and reflection. Our Book of Remembrance and the opportunlty to Ilght candles In remembrance of loved ones contlnue to provide focus of reflection valued by members of our Balcombe communlty. Malntent7nce oyourhlstorfc church bulldlnq The flnal snagging on the major renovatlon project that took place In 2023 to help restore the church and to protect It$ 8(M) years of history Is In the process of bein8 completed. Thls extenslve project Included exterlor repalrs comprlsln8 the roof, valley gutters, wall polntlng and entry stones, alonB With interior repairs to the North Aislelvestry arch, Chancel and Chancel arch, the Lady Chapel "Beoutlful Celllng and the South Alsle cell1n￿W￿ll. trt7nqull church, The 5 yearly Qulnquennlal Revlew of the fabrlc of the church was undertaken durin8 the year. thank youfor keepin9 It so The items for Immedlate attentlon are relatlvely mlnor and are beln8 dealt wlth, along wlth lovely." our usual malntenance work. The other Items noted wlS1 be considered when plannin8 our future repalr work on the church bulldlng. The annual sprln8 and autumn ¢hureh and churchyard tldy events were supported by the Guerllla Gardeners and other member5 of the wlder communlty, both chltdren and adults, and provlded an opportunity for 50clal Interactlon, wlth the added attractlon of free refreshments and cakes to keep up stren8th and splrlts. Yhank youforsuch o lovely Lfunerol] service. We ttsnnot tell you how much It meont to U5." We were very grateful for a £1.29) donation towar(1s audlo vlsual equlpment and are conslderlng the best use for these funds. Helplng those In need Activities durln8 the year Included: Ukralnian Refugees: St Mary's Contlnues to malntaln the Balcombe Frlends of Ukraine Fund. Whlle the immediète demands for assistance from the Fund have reduced Idonations of £480 were made durlng the yearl, the current situation in Ukraine Is stlll very uncertaln and fluid, and the fund remains avallable to provlde any necessary support to our Ukralnlan guests. Whilst many have now feturned to Ukraine, they remain In our hearts and one of their carols was once agaln sung In Ukralnlan at our seThiee of Nine Lessons and Carols at Christmas- Gifts from the Harvest Festival to local charrties and foodbanks- Asslstin8 With the collection of donation5 of clothing and other provlsions for Refugees Welcome Crawley: Providing 8rants totallin8 £546 to support Balcombe CofE Primary School In developlng its religious and spirltual environment and In fundlng bibles ft)r all Sch¢￿1 leavers,. and A small grant from the Mrs Roblnson Fund to help towards schi)ol uniform Costs. St Mary's Church Balcombe TRUSTEES ANNLIAL REPORT A14D ANMVAL FINANCIAL REPORT St Marrfs, Balcombe Trustees Annual Report for 2024 registered charity number 1175472 As well a5the sUPPOrt referred to above. furtherdonations totalling nearly £3,OCKI were made OLrt of ourgeneral funds to a number of mission and tharitable S¢xietles, Includlng Chlchester Diocesan Family Support Work, Off the Fence Trust, Crawley Refugees Welcome, St Catherine's Hospice, Befriended, The National Churche5 Trust and Sussex Hlstoric ChurchesTnJst. In addition to this. collections were also raised for the followlng charitles: The Royal British Legion £448 The Children's Socletv £440 Crawley Open House £90 other monles, collected as a8ent. were passed on to Chichester Diocese lin respect of thelr share of fees for weddlng and funerals) and the relevant funeral directors or charities In relation to collectlons at funerals. There were no balances held at the ye•r end. Yhonk you so much . Your support reolfy does change Ilves" Flnanclal Revlew Our total receipts In the year for both our8eneral and restrlcted funds lexcludlng those from the sale of Investment51 were £112,20512023- £252,662). Total payments lexcludln8 those relatln8 to the purchase of Investments and loan repayment51 were É127,16912023 - £404,031). Receipts relatlng to our 8eneral unrestrlcted funds totalled £82,896, hi8her than In 20231£76,5941, due mainly to hl8her levels of glvlng (partly due to some 8lvln8 belng re¢eived earller than usuall, hlgher fees Ithere was a hlgh numberof weddlngs In the year) and Increased fundralslng. Payments on our general unrestrlcted funds were £73,188 12023 - £70,290). Some commentary on the maln items of expenditure Is given below but the maln Increases were In our parlsh share, fundralsln8 COSt5 (due to Increased fundralslngl and the fact thatthe fee of £930 forthe Independent examination of the 2023 accounts was pald in 2024 (we had not previously pald • fee for this}. The resultlng surplus for the ye4r on our 8eneral unrestrlcted funds was £9,70812023- £6,304). Whllst we have managed to realise a surplu5 on our general fund5 for the lèst two years, both our Income ond our costs are under pressure and we need to continue to try to Increase our 8eneral Income levels. We are most 8rateful to all those who hwe supported St Mary's through donatlons and by helpln8 Wlth fundralsln81 whlch has been a substantial boost to our Income. Our thanks are also due to Paula Bennett who organ15e5 the 100 Club for us and keeps Us Informed every month ofthe lucky wlnner5 from St Mary's, the wider community and even former ￿SidentS of the vllla8e. The vllla8e magazlne also Continues to be an Important source of Income and we are 8rateful to Julle Re2ac and Allson Musker for dealing with the advertlslng and to the whole of the magazine PTodurtlon and dlstrlbutlon team. Receipts and payments on our restrlcted and deslgnated funds a￿ detailed in the Summary of Flnanclal Recelpts and Payments on pa8e 9 and are summarised by fund in note 15 to the accounts. Those on the desi8nated Legacies fund Include some renovatlon project recelpts and payments, but these were substantlally lower In 2024 than In 2023, when the bulk of the receipts and payments in relation to this project were Incurred and flowed through the restricted fabrlc fund and the designated le8?cle5 fund. The PCC was extremely grateful to receive a legacy donatlon of £10,0￿ during the year from the estate of Rosemary Taylor. Thls has been credited to our de5i8nated Legacies fund for use on church development projects. Sht7rfnq the mlnlstry Costs olthe Diocese oAChlchester The largest expenditure of the PCC was the sum of £40,72312023 - £39,400) pald to the Dlocese for our share of the Dlocese Parish Ministry Cost5. Approximately 63% of this amount relates directly to the clergy cost5 of this parish Such as housing, stipend and pension, the remainder golng towards the shared costs of the Christian family induding a standar(1 sum for Diocesan centrnl costs, clergy training and a contrlbution to natlonal church fund5, a5 well as as515tance towards the upkeep of churches less able lo manage th•n ourselve5. St Mary's Church oalcorn be TRUSTEES ANNUAL REPORT A14D ANNUAL FINANCIAL REPQRT St Marfs, Balcombe Trustees Annual Report for 2024 reglstered chorlty number1175472 Stoff and Contmct costs Due to on8oin8 difficU￿leS In recruiting a youth group leader, our youth group contlnues to be run by volunteers. We therefore had no employment costs during the year (see note 9 to the accounts). The services of a 8ardenerto maintain the churchyard and a parish admlnlstrator Ithrou8h our Legacies Fund) are also paid for although we tsener￿ed from our volunteer music director donating hls servites for free during the year. Other c￿ts We strive to keep our basic general costs Ilncludln8 church and churchyard runnln8 Costs and admlni5tratlon costs) at steady level a￿hoUgh costs are under pressure. Church running costs were Sower in 2024 than in 2023 due to some one-off maintenance costs In 2023. However, churchyard costs have increased on the appolntment of a new contrartor followlng the retlrement of Nell Llndsay-stewart. to whom we are most grateful for many years of service. Trustee payments ond expense$ Payments to trustees and persons Connected to trustees are set out In notes 10 and 11 to the accounts. Volunteers We are In the fortunate posltlon of havlng a large number of volunteers, who freely give up thelrtime to enable us to do all that we do. The value of thls tlme Is immeasurable and we are deeply grateful to them all. Why we hold some money in reserve It Is PCC poll¢y to seek to malntaln a balance on the general unrestrlcted funds whlch equates to a mlnlmum of approxlmately three months, worth ot unrestrirted payments as contingency agalnst unforeseen sttuatlons, together wlth a further £50,000 for fabrlc repalr emer8en¢lÈs, 8bven that we are a Grade I Ilsted bulldlng. The closing balances on our general and deslgnated funds at the year end Ilncludln8 investments at cost but less amounts owlng at the year endl are some £10,000 In excess of the amount set out In our reserve5 pollcy above. However, some of these funds have been earmarked for other, 5peclflc purposes. Taklng these Into account, our reserves at the year end are In Ilne with our reseryes pollcy. Havin8 reviewed the overall posltlon, the PCC considers that the funds held at the year end are sufflclent to meet Its needs. As well as holdln8 the reserves referred to above, the PCC from time to tlme recelves restrlcted donatlons for expendlture on particular purposes, defined by the donor. We alm to expend such money as soon as posslble after recelvln8 the donation, Detslls of our restrlcted funds are gfven In note 15 to the accounts. Management of rlsks and thelr mltlgatlon The PCC re8ularly revlews the major rlsks whlch mlght Impact on the work of the ¢hur¢h and malntalns a rlsk reglster summarlsln8 all potentlal risks. The PCC considers that the prlnclpal rlsks and uncertalntles a￿. The need to fund unexpected costs assoelated wlth the church's Ilsted bulldlng. The requirement to find volunteers with the appropriate skills, tlme and commitment to support the ministry of the con8reBatlon. Insufflclent income, particularly as we lose some of our older* generou5 donors. Lack of sufficient space in the churchyard. We are liaising With the Parish Councll In relatlon to thls. The health and safety wlthln the church bullding. These issues are re8ularly reviewed by the PCC and actlons taken to mitigate risks where posslble. Strurtureth governance and management of the charlty The Parochial Church Council IPCCI15 reglstered with the Charlty Commisslon as requlred by the Char￿leS Art 2011. Its governing document is the Parochial Church Councils (Power51 Measure 1956. St MaTY'$ Churcth Balcom be TRUSTEES ANNUAL REPORT AND ANNUAL FINANCIAL REPORT St Marfs, Balcombe Trustees Annual Report for 2024 registeredcharity number 117S472 During the year the followlng seNed as members of the Parochial Church Council.. Ex Officio members Incumbent: The Revd Canon Oavld Klng Mr Mostyn Fleld Mrs Jacquellne Matthews Mrs Denise Vickerstaff Wardens: lappolnted May 20241 Iresl8ned as warden in May 2024 and has arted as deputy church warden since then) Deonery Synod MrAndrew Hewitt Mrs Denise Vlckerstaff Mrs Julla Wllson Elected Members Miss Caroline Carpenter Mrs Karen Deck Ireslgned February 20241 Mrs Rachel Dlnneen (appointed June 20241 Ireslgned May 20241 Mrs Sue Etheridge Mr Mostyn Fleld Mrs Rachel Field Mrs Jacky Hall Mr Oliver Jackson Mr Paul Mbt¢hell Mrs Rosy Telford Mr Jeff Thompson Mrs Julla Wllson Iresl8ned May 20241 Iresigned May 20241 In addltlon, Mr5 Susle Hewltt holds the post of Secretary to the PCC. Membershlp of the PCC Is determlned under the Church Repre5entatlon Rule5 and con51sts of ¢ert8ln ex-offlclo members (the in¢umbent,' the churchwardens,. members of the Deanery, Dlocesan or General Synodsl and up to 12 lay members of the church who are elected at the Annual Parochial Church Meetlng IAPCMI. The PCC member5 are responslble for makin8 decisions on all matters of 8eneral concern ènd importance to the parish, includin8 decSding on how the funds of the PCC are to be spent. Members are warmly en¢ouraged to stand for electlon to the PCC and we try to ensure a balance of skills and experience where possible. The PCC has a Standing Committee as requlred by law. This commlttee has the power to transact the buslness of the PCC between its meetin85, Subject to any directions given by the full PCC. Deanery synod meetings are attended, when possible, by our Deanery Synod Representatives and the ¢hur¢h communlty are always welcome to attend and do so on occaslons. This Tru5tees' Annual Report was approved by the PCC and signed on their behall by The Revd Canon Davld Kln8, PCC Chalmian. Date: 3 February 2025 St Mary's Church Bal¢ornb* TRUSTEES ANNUAL REPQRT AND ANNUAL FINANCIAL REPOflT St Marvs Church, Balcombe Summary of Financial Receipts and Payments reglstered chority number 1175472 The flnanclal ¢ffe¢t of our actlvitles durlng the year cèn be summarised as follows: rotul All Funds 2024 Restuted AIIFunds 2023 Notes GerLeril Fund DtslKn•ted Fund5 Restrfrteé Fund5 R•c•lpts frfm: Donatlons ènd leyele5 Charltable actlvltles 56.447 6,395 18,081 11,130 85,658 6395 18.675 Ih77 230,703 4.314 Othertradlniathltle5 Investments 18.577 98 IA77 2,011 11.218 111205 251663 Lo•Tri r•¢•lv•d R•￿Ipt￿lI(Th •al• of In¥utm•nts 44,S62 44J62 Totsl r•c•Spts 81896 62.643 11.228 156.767 277,662 xp•ndltur•on: Charttable costs 66,357 6,831 SL637 120J38 6WI 39824$ Tr4dln8 Costs 5,786 73.188 SI￿7 127.169 404,031 Lo•n iqpoyrnffits Purth•s• ol Invtttmlnts &5 44.562 44,56Z 71.188 96.199 14844 180,231 404,031 N•t recdplsl Inet p•ymmtsl 133A561 123N641 1126,9691 Tran5fer5 between funds P4•t moMm•nt kn lunds I￿,556¥ 123,4641 (126.3691 B•nk•¢counts at l January Bank accountsat JI Dw•mb•r 4,149 IY.857 40,540 12.372 12.756 57P61 33.S97 183.430 57,061 A&L 5t Mary's Church Balcombe TRUSTEES AN14UAL REPORT AND AN14UAL FINANCIAL REPORT St Marfs Church, Balcombe Statement of Assets and Liabilities reglstered charlty number 1175472 Our assets and Ilabllltles at the year-end were as follows: Unrestrlcted Totol Restoted G•n•r•l D•s*D•*d Funds R¢sirfrt¢d All Ftsnds AIIFunds Fund Funds 2024 2023 Cash 45 45 295 Bank current accoun15 7,695 6.162 7,695 25,857 8,538 48,228 Bank deposlt a¢counts Tutulbonkonddeposll 6,984 12,711 14756 34597 57.061 989 C8F In¥e5tment Fund shares lèt costl C8FShort Duratlon Fund Bond lot £ostl C8F Church of England DepO￿t Fund lat Cortl In¥*stment4ssets•ttOSt 35,lYJO 424 35,424 35,424 50,C*XI 44,562 44.562 79.986 85,424 Totsl dIp￿ts Ind In¥uim¢nts l•t ¢oJtl 48W7 51.970 Il756 114583 141485 Glft Ald recoverable 3,343 1,239 1343 &888 3,547 1,803 Other debtors 649 O•btors 4,582 619 5231 5,350 Plano 4.462 9.368 6.231 4,462 9.368 6,231 4,462 9,366 6,231 Sound systth PhotOCQFler T•nqlbl•fftx¢d ￿setS at oxt ,061 20061 20.059 73.%10 51619 IZ,756 138A75 167,894 Ll•bllltld: Utllltles used slnce lastbllled Involces unpald at yearend Renovatlon proleEt tosts IlnclL%lln¢ retentlonsl Archdeaton's loan Ilnterestfree. ￿payable In 2 Instalments, In Aprtl 2025 and Aprll 20261 Total Ilabllltles 1.020 411 1,020 411 61C* 637 7,132 7,132 41.748 16.500 16,SC 25,OJO 17.931 7,152 25.063 67.995 Thls Financial Report for the year ended 31" December 2024, including the nptes followin& was approved by the PCC and signed on its behalf by the Revd Canon Davld Kln8, PCC Chairman.. Date: 3 February 2025 St Mary'5 Chuith 8alcombe TRUSTEES ANNUAL REPORT ANO ANNUAL FINANCIAL AEPORT 10 IP • St Marfs Church, Balcombe Notes to the Financial Report reg15tered thority number 1175472 l The financial statements of the PCC have been prepared In accordance wlth the Charities Att 2011 and current Church AccountlnB ReBulatlons. using the Receipts and Payments ba$15. Comparatlves for 2023 have been restate(I to this ba515 from the accruals bas15. 2 The followin8 assets are recognlsed but not valued in the Statement of Assets and Llabllltles.. Movable church furnlshlngs held by the churchwardens on speclal trust for the PCC, whlch requlre a faculty for dlsposal. 3 Total recelpts can be analy5ed as follows: Unr•strlrt•d fjaheral D•skn•ttd Fund Fund5 Tot•1 All Fund5 2024 Re5toteé All Funds 2023 Fund5 Taxefflclent planned Ilvlni (excl. tsx refvndsl Other planDed glvln8 Loose cash collectlons and other donatlons Gfft Ald reco￿red 22.721 9.060 15,571 8,663 2L721 27,683 11,130 26,701 663 30,516 9.819 10.0 8.081 18.081 Grants 432 0,513 85.658 395 159.625 230,703 4.314 4,314 4546 Z727 4,106 Don•tlons•nd leia¢lo$ Fees for weddlngs & luner81s th•rf1￿* artlvltl•s Fund.rhl￿Trs Sales of the vlllaie rna8a￿ne Ma8azlne advertlsemént ftes Baby & Toddler 8roup Youth 8roup sub5CrtPllons other Other ¢r•dlnBa¢tMII Bank deposlt Interest C8F Short Dur•tlon Bond Fund lI￿dendS Inv•rtments 56A47 6,395 6,195 10,470 2,593 4,292 1,072 11.130 6.395 10870 1593 4392 A.OYZ 98 106 149 15.634 L079 932 150 W77 643 834 Iso 11675 643 IN77 IA77 2,011 R*celpts lexdudlnire and s•1• of Investments 82196 11,228 112205 252.662 Loansrecolved P•¢•lpts from Ml• ol Inve5tfflqnts 2S,O 44J6Z rec•lpt5 on all knr 82m6 6l643 11328 154767 277,662 4 The 2024 legacy Income represents a bequest from the estate of ft0semaryTaylor. No legacies were received In 2023. S The grants received In 2024 rep￿sent amounts recefved from the Llsted Pla￿S of Worship Scheme towards VAT Incurred on works to the fabric of the thurch. The grants recelved In 2023 Indude those re￿IVed towards our renovatlon prolect from The Frlends of St Marfs, the 8enefattTrust, the Foulerton Trust, The Sussex Historic Churche5 Trust, the National Churches Trust and the Garneld West Foundation, as well as amounts recelved from the Llsted Places of Worshlp Scheme. 5t Mery's Churth Baleomb TRUSTEES ANNUAL REPORT ANO ANNUAL FINANCIAL REPORT St Marfs Church, Balcombe Notes to the Financial Report reg1Stered chorlty number1175472 6 Total payments can be analysed as follows: Unregtrln 145 of the Charltles Act. to follow the procedures laid down in the general Dlrectlons gfven by the Charity Commission lunder section 14515llbl of the Charities Act, and to state whether partlcular matters have come to my attention. Basls ot Independent examlnerfs statement My examlnatlon was ¢•rrled out In accordance wbth general Dlrectlons glven by the Charity Commlssion. An examination includes a review of the accountin8 reeords kept by the charlty and a comparlson of the accounts presented wlth those records, It also includes consideration of any unusual Items or dis¢losures in the accounts, and seeklng explanatlons from the trustees concernln8 any such matters. The procedures undertaken do not provide all the evldence that would be requlred in an audlt, and consequently no oplnlon Is 8lven as to whether the accounts present a 'true and f•lrf view and the report Is Ilmlted to those matters Set out In the statement below. Independent •xamlner's statement In connectlon wlth my exèmlnatlon, no materlal matters have come to my attentbon which glves me cause to believe that In, any material respect.. accountln8 records were not kept In accord•n¢e wlth sectlon 130 of the Charities Art or the accounts do not accord wlth the accountln8 records I have come across no other matters In connectlon wlth the examlnatlon to whSch attentlon should be drawn in order to enable a proper understanding of the accounts to be reached. Examln•rf$ $lgnatur• Examln•rfs name CAWTAL5 ZoLfhhJ Daté Relev•nt professlonal quallflcatlonlsl or body Ilony Ex4mlnÈr's address RHI6 SUL .IiywL....................... 5t Mary's Church 8ilcornbe TRLISTEES 14NNUAI REPORT AND ANNUAL FINANCIAL REPORT 151 P o8e