The Parish of Nork with Burgh Heath Trustees, Report and Financial Statements for the year 1st January to 31st December 2024
Tru8ts08' Réport and Flnanclal Statemonts Index Page 1. Tru$t•8s' Roport 2. Mlnlgtr108 taklng placo In the church•s 3. Indop•ndont Examln•rf8 Roport 4. Statement of Flnonclal Aetlvlt108 S. Balan¢& Sheet 6. Statement of Cash Flows 7. Notes to the Flnanclal 8tat8m8nts
TnMtse8' Report for the year end 31* Doc•mbèr 2024 REFERENCE AND AI)MIN13TRATIVE DETAILS Full Nam• <11 PCC: The Parochial Church Council ol the E¢cl&siastKal Parish of Nork wtth Burgh Heath ing narne.. The PaiTsh of Norf( wilh Burgh H881h) Rggl8t•Ted ¢harfty numb•r 1180S63 Govornlng documont Th6 chaiity is controlled by its goveming document, a ¢onstllutlon. and ¢onstltules 8 charitable incorporated organisation. a ¢harity registered as a body corporale under part 11 of the Gharlties Act 2011. Prlnclpal addross Sl Pauls Church Warr8n Road Banstead Surrey SM7 1LG Tru8ts08 Alex Stevens (Vlcar) (Chalr) Georg8 Drewitt (Church Warden) lex offKio) Sue IAlharton (Church Warden) (ex offi¢lo) Tomos Davies (ex officlo from Aprll 2024) (Tr88sur8r) Neill Oakley (ex offlclo> Moma Moore (ex officlo) (from April 2024) Andrew Shaw (ex officio) (until April 2024) Theresg Allen (from N)ril 20241 Christopher Moore David Packham (Curale) Judy Parnall (unlil April 2024) Michael Stevens (from April 2024) Bankor•'. Barclays 8ank plc of 82184 High Street. Epsom, Kf19 8BH STRUCTURE. GOVERNANCE AND MANAGEMEK Organlsallonal structure The Parochial Church Coundl ts a Corporate l)ody ests$hed by Ihe Church of England. The PCC operat85 under Ihe Parochial Church Council Powers Measure. The PCC wa8 registered Ythth the chaTty cowffnt8sion on 5 November 2018. under charity number 1180563. Thg appolntment of PCC members Is gov8rned by and set oul in thts Church Representation Rules. The PCC is made up ol elected ntsmbers. Elected Thmbers are elected by the Annual Parochial Church Meellng, and serve for 8 lerm of 3 years. Eleded members are eliglble for re-election, but may only seprfe for a maximum 012 tems Wb succe8sk)n. Other ¢hurch members may be co-opted to the PCC primarity to covef particular aieas of expertlso thal ale deemed
necessary for the fvncllonhlg of the PCC 8.9. Flnance, Prenses. PCC members are wovKled with guklan¢o on the rde of Intstee8. In addltlon. PCC Nlembers rec&tve a documènt detalling their responsibilties as men)ers of the PCC and ceIve ongoing guidance as necessary. The frequency of PCC meetings is Cufrnntty 9 limès a year whera the PCC oversees the strategic directton of the Parish and approves policy and budgets. The standing Commtttee meets at intervals as requiTed bet4Yeen PCC meetings to deal with admini8tratlve matt8r8 as they arise. The Wardens and th8 Vicar meet monthty. Names of all the members of the PCC who have served In the peiiod from 1 Jantsary 2024 to the date of thls report am as folkn*$: Cl8rgy: Ajex Stevens (Vicar) David Packham Churchwardens: Geofge Drewitt Sue Wharton Diocesan Synod Member. Alex Slevens 1car) (until May 2024) Deanery Synod Members: Alex Slevens (WKar) David Packham Neill Oakley Andrew Shaw (untll April 2024) Moma Moowe (Irom April 2024) Tomos Davsgs (from April 2024) Theresa An (untll Aprll 2024) PCC Members: Alex Stevens lcar) (Chalrl Georye Drewltt (Chur¢h WdTden) (ex officio) Sue Wharton (Church Warden) {ex off10) Tomo$ Oavies {ex offKio from April 2024) (Treasurer) Neill Oakley (ex offi¢lo) Moma Moore (ex officio) (from April 2024) Andrew Shaw (ex officiol (until Aprd 2024) Thefesa Alien (from April %)24) ChrislopheT Moore David Packham (Curate) Judy Pamall (unlil April 21)24) Michael Stevens (from Apfil 2024) Rlsk managamont The PCC reports that it ha$ given ¢onslderallon to the rfsks faced by the chur¢hes. The major risks that the churches are exposed to relats to people, including safeguardino of chlldren and Vulnerab adults. The PCC has formal controls in place, working with the Diocese of Guildford, to manage these risks. Olher main risks relate to financ+al matter8, compliance with legal and slatutory requlremonls and the acliviknes ol the paflsh. Th8 PCC has policies and procedures In place to manage all these Tisks.
FINANCIAL REVIEW Flnan¢lal posltlon Tho parish was formed on 1 July 2018 from the Parlsh of St Pauf8 Nort and part of tha Parish of Sl Paufs Howell Hlll with St Marfs Burgh Heath. As a resutt. the new parish has been blessed with reserv8$ inherited from each of its two ¢onstiluent churches. The lotallty and make up of th08e reseNes can be lound in the detail of the accwnts outlined In th1$ report. The PCC'S gccounts comprlse a number ol funds - the Geneial Fund and other 8pe¢lfi¢ funds relating to partlcular activilles. Fund8 The General Fund produced an owal defth for the yeai of £41,849.06 (2023, £49.979). During the year £4862 (2023 £4651.98> has been given lo our 8 parish mlsslon partners, The PCC aoreed at the slart of 2022 that for the 3 years of having David Packh as our Curate. the 10% of missional giving in the parish would be splll bets¥een the misslon parlners (S%) and local Mis0n In the parish {5%). The Restrtcted Funds produced an oveiall defiul for the year of nil (2023 £nll). Inco in the period, including Lqx refund8. amounted lo £168,002.26 (2023 £154,676). The PCC allocate8 yearly a fvnd of £1000 lo be spenl as the VJ¢arfs Discretionary fund, though this has been reduced lo £600 for 2025, The balance on the General Fund al the end of 2024 arrnunled to £108.928.40 (2023: £149.703). Grants and Donatlons ants of nil (2023 £nM) were made to partners and other agencigs. Stratgglc l)ovolownent At the 818rt of every year the PCC agrees a budget for the year ahead. decldlng stralegic&lly how best to Use the parish Snconw. This Is monitored in every PCC meetin9. PoHcy for k•y managlent pernonn•l reMuneraon The three paid staff members of the parish are the WKar, Revd Alex Slevens, the Curate, Revd Oavid Packham and the Operatlons Manager. CahilL There are also Ilyo clèaners who are paid by Ihe parish monthty. Re¥d Alex Stevens took up her post on 10 April 2019. She is U¢&nsed by the Blshop ol Guildfrjrd. remunerated In accordance with the stipend rates in place for Church of England clergy and is paid directty by the Chufch Commigsioners, administered by the Diocese of Guildford. The vicars styend is rnred by the parish share paid lo tho Dto¢ese of Guildford.
Revd David Packham took up his post on 3rd Juty 2022. He h lic4nsed by the Bishop of Guildlord, remunerated In a¢¢ordance with the slipend rates in place for Church of England clergy and is pard directy by the Church Commissioners. admknislered by the Diocese of Guildford. As this Is a trainlng role the curate's st4Jend is covered by the Diocese of Guildford. Michelle Cahbll took up her post on 6th April 2021. She is paKI by the parish. Includlng Nl and pension contributions.
ACHIEVEMENT AND PERFORMANCE Charitsblo a¢tlvlti Parlsh Mlnl8trlos Mlsslon Partners During 2024. 5% Clf giving to the parish was shared out b8{ert 5 of our 6 mission partnern. who are also supporled by regular prayew and relationship with th8 thurch family. 1. The Baxterfs African ChHdren's School Educatlonal Charitable Tfusl (an internatlonal misglon partner) 2, Bridges Nepal, the pJeCts whi¢h Yagya and Saty SiNJh WOFk on (an intemational mission partner) 3. Open Doors. who support persecuted Chrt5tians a085 the world (an Intematlonal mission partner) 4. ChTlstlans Against Poverty (a nallonal misslon partr- supwting those glruggh'ng wlth finance5 across the UK) S. Stffjel Paslorn and in particular Sutton Street Pastors (a national and local mission partner) Followlng a PCC review at the and of 2023. London Cty Mlsslon conifnu8d as 8 mls8lon partner for 2024, but for prayer onty and lh& Baxter's Afdcan Children's School Edu¢ational Charitab16 Trust wa8 glven 216 of the rnisslon giving from the parish lor Ihi$ year. Wth BrKlges Nepal, Open Doois, Chrislians Agalnst Poverty and Street pastors aach récelving116. Th18 de¢islon was due to particular needs for BACSECT at the tknè, Our Parfsh Mi8slon Policy slates that mission partner & gmng be reviewed every fv40 years by PCC (hence the review at the end of 2023) and every four years by the whol8 church family. This means that OUF mission partners will be up for review at the end of 2025. However Ihls may b8 poslponed until the affival ol a new var if the parK8h is still In vacancy at thls time. The remaining 5V/o (lo make up 1 of giving recewed lo Ihe parish being spent on mission) was put lowards local mission in the parish, due lo the privilege of havlng a curate for 3 years. Messy Church.. has beèn running at Sl. Marfs since 2014, now in its ninth yaar of being part of th8 Sunday morrting servlce. Communlty Allve: the contemporary fanNly sep4ice. runs once a month (on the 2nd Sunday) at St. Paul's, at 9 am Forest Church.. a fsh expression. runs On a month. exopt in the wlnter (on the fourth Sunday) In the SL Pauf8'Backlands' (behind th8 church hall), at 3pm. Wholo P4rf$h Servleo•: occur each mnth. on the fourth Sunday of the month. at 10 am, with some additional whole parish semces for special occasions or seasons. Both churches pau8e thelr usual seryices for this week and enjoy belng a3 one lamity all together. Réfro8h 10: Is a monthly Saturday coffee momwig open to all. It seeks lo support the local community and is well attended by them. Llttlo Roots: Our Pafish Tojdler Group. 'Little Roots, funs on Tuesday arKI Wednesday mornings every week in t8rm time, from 9-11 am.
Craft Momlngs: Are run apwoxwnaw half-lemty for chldren & families in the lo¢al area. where they can come and work on crafts and receive refroshments. Prayar Meetlngs.. We hokl prayer meetings and pray6T events regularly In bolh chur¢hes. There Is a St. Maws prayer group vtho nket on Monday nx)rnings for pastoral prayer support of merrtjers of th8 church famity. Conmct groups.. Several conne¢1 groups in the parish. elther weekty or fortnlghtly. Cours. During 2024 we raTr Christianity Explored and a Lenl courne in ttbe p8ri8h. Nur•lng Hom08.' fvlonthty servlces were run at Fil Tree House. Monlclalr and Banstead Manor Nursing homes and Alex and olhers vlsited for pastoral and other meetings at addit)nal Ilmes. Bible sludtes serle8 have also been run tvite at Banstead Manor duflng 2D24. Schools: Llnks wilh tho Warren Mead 8chools and Aberdour School have continued, Aberdour school children also attending Sl. Mary's for an Eastei Experience momin9. Alex continue$ lo be one of the Goveining Body members for both VdrTen Mead Infant and Junior schools. Ch#rltle$.' Monthly food bank ¢olte¢tlons have been an Smportanl part of 2024, supporting the Epsom & Ewell food bank and the parish ¢oUectod 102 boxes for Operation Chrislmas Child in Novernber. Banstoad Ffv•.' The Parish of Norf( with Burgh Heath is a member of the Banstead Five, a group of local churches seeking to serve the area of Banstead together. SYKe September 2023. Alex ha8 been Chalr of this group.
FUTURE PLANS The PCC and the Stsnding Commlttee regulaty revlew the activities and progTamm&s In plar thfoughout Ihe parish to seek lo ensure the stated aims and obJeclNes are met. R8spon8lbllltles of tho PCC The PCC is responslblg for preparlng Ihe Trustees. Rewt and the fmancial statéments In accordance with applicable law and Unlted lfjngdom Accountlng 8landard8 {United Kingdom Generalty Accepted Accounti Practice) indudlng FRS102 'The Financial Reporting Standard applicable in the UK and Republr¢ of IrefarKI'. The law applicable to thatitles In England & Wabes fequlres the PCC to prepare financial statements for each financial year which gN& a true and fair view ol Ihe slate of the affairs of the church and of thg incoming resources and application ol resources of th6 church for that peflod. In preparing thesa flnancial statements. the PCC 1$ requlied lo,. select suitable accounting polictes and then apply them consistently. obseNe the methods and prin¢lpl&s In the Charities SORP; make judgements and e8timales Ihal afe reasonable and prudent: State whether applicable accountlng standards have b8en folowed. subject lo any material departures discknsed and explained in the flnanclal statemenis; Pfepare the fmancial statements on lh8 going Concorn basis unless it is Inapproprfate to presume thal the church conb'nue •) Iw8ines8. The PCC 16 respon$l)le for keeping proper ac¢ounting records that dbs¢lose wSth reasonable accuracy at any time the financial position of the church and enable Ihem to ensure that Ihe financial stalements comply with the Charities Act 2011. the Church Accounting Regulatn$ 2006 and th8 Accounting by chartt5 Statement of Recommended Piacti¢e. The PCC ig also responsible for safeguardlng the 8ssets of the church and heTr¢e for tskiNJ reasonable steps for the prevention and deteclion of fraud and other IegularItIes. Indapendonl EXnInatIOn of tho Accounts A resolutlon to appoinl an Independent Examiner wthl be put to the forthts)mlng Annual Parochial Church M8eling. Approved by order of the board of truste68 on . behalf by.. and signed on Ils Rev A L Stevens - Chair of the Trustees
INDEPENDENT EXAMINER'S REPORTTO THE TRUSTEES OF THE PCC OF 8T PAUL'8 NORK WITH ST MARY'8 BUROH HEATH I report to the charily trustees on my exaMallOn of the accourt8 ofThe P8rish of Nork with Butgh He8th {ihe Trust) lor tho yaar endod 31 Decwnbér 2024. I havts no con¢em8 and have come across no Lxher mattefs In ¢(¥)nedon wllh th& 8xamlnalion to whlch attention should be drawn In ttms report In order to enable a proper ¥nd8rstandhg ofthe accounts to bo Ro•pectlve re•pon8lbMllles As the ¢harity truste08 of tho TNst yw are re8pon8lblfr for propwan of aOUnts In AcrdanCe vlth requlrnmenlg of thè Charths Ad 2011 fthe Acr) I report In respecl ot my exanination ol the TrusV8 accounts canied oul under Seclion 145 of the Act and in carrying out my ex8mlnaTron I have f¢A(w&J all appltcable &iven by the Chailty Comml$6lon under Section 145(SXb) of Ihe ACL Baslg of Ind•pandont Examln•rf8 St•tom•nt y exominalion was ¢arrled out In occordarKe wilh Ihe Goneral Dlr8¢lions gfvon by the Charity Comml8slon. An examinatlon includ85 a revlew of th8 actntIng ordS and a Comparfsf ¢1 the a¢¢ounls wkh those records and seeking explanations from you 88 tfU8tees concernlng any su¢h matters. The Frfo¢edure$ undertaken do not wovide all tho evrdgnco that w0d be requlred In an audit and consequentty no opinion is given 88 to whether the accounts wesent a Irug and fair vie and thg report Is h'mtted lo Ihose matters set out in the 8tatomenl below. Independ1 Examlnoe• St•t•m•nl I have completed my 8x8mination. I ronfimi Ihat no material mglkns have ¢ome lo my attentlon In cornectn with examknation giving ffle cause to bekn that In matert81 respgct.. 1. accountty)g re¢oTds were rKA kept In fe8pe¢t of Iho Trust a8 toquired by Sedon 130 of Ihe A¢l-, or 2. the accounts do nol accord with tho¥e records: or 3. lh¢ arKounts do not ¢oryly wilh th& akable feqwernts concerning the form and ¢onlent of accounts set oul in lh& chareS (Accounts and Rep¢)rts) Re9atiOnS 2008 olhar than any rwuirement Ihat the accounts give a true and lalr viewwhlth is not a m8tler considered 8$ part of an in<ndent exam1rll0D. I hav6 no ¢4>n¢erns and have come across 0lheT m8tt8rs In conneclion rfth Ihe examlnatlon to whlch altenlion should be drawn in th18 rewt in ordw to enable a Fwr und8r8tsndin9 of ihe a¢¢ounts to be reached. I1tly41 Oamyanova 16 CITapvllhld Way M•ld•ton• ME16 9FU
Thè Parlsh of Norf( wlth Burgh Heath Unr•8trfct•d R••trl¢t•d TOTAL FUND8 2024 I06 ind èndowm• 126,832.89 147.294.89 OthwtthfvAetNhi8S Itmts 2b 30.606.52 S,7.85 163.140.26 10,144.52 J63.140.26 462.[7 4,862.th1 Toll op•itlng Incom• 16W116 168.002.26 EXdI¢T0 Charitabkn oclknto$ 2Q8.799.40 1.051.92 209.851.32 Tot•1 opgrallng •¥pwthtur• 2W799.40 209.851.32 N•t Op¢r•th Prollt4L¢•sl 140,797.141 11.051.921 141,849.061 Fd5 browJhl (orwwd 811 JU•Y 21y24 149.72S54 410.668.08 560,393.62 Funds caffl¢d forn•rd at 31 DK•mb•r 2024 108,92&40 410,668.08 519,596.48
Th? Parlsh of Noik wlth Burgh Heath INCOME FIIOM UnresLted Re%ded TOTAL 2024 2a L>on•tlons Income tox rtc(wtroble Glvlng und donut Propertydonotlon 27.29).71 104A04.18 OAK) 27.290.71 0.00 I¥*r4.1• ChorftDbleActlth ' 126.832A9 126.832J9 Holl &nd PmpertyRentots Other tradlng Income FundfoAslng 27A42.fKJ 2A84.52 27,440 2A84.52 680.00 10,606.52 ** 30,606.52 2¢ Invejtments Bank Interesta4ryd otherin¢offle 5.700.85 5,700.8S 2d Chorlwbka(tlvltles Add Trgnsferredfmm Lk7nations ' 4.862.(Kl 4.862.LK> TOTAL INCOME 2.26 168,OD2.26 * Thls conslst5 of 5% of re8ularglvin8 to the Parish of Ncrfk Burgh Heath ' Toddler Ilwjme
The Parfsh of Nork wlth Burgh Hoath ÉXKNDITtIllÉ ON Funds 2024 stry costs Porf5h Sh¢ve Mlnl#ry/Work&lop C05tS Trovelandsubslstence Refreshments 01 eyents costs Vlcors scretIon0ryFvnrf 97.404. 1.010.34 1.985.75 1,627.73 97,404.00 1,010.44 L985.7S 1,627.73 1.051.92 IOWA2 L051.92 103,079.74 Chur¢h R4Mln8 Co#$ Rents Heot. LlghtondRotes Insuft7nces aeonlny ondkrvlcl Malntenunce 18A36.J9 8,329.18 3.576.85 20A34.36 8303.14 18A36.19 8329.18 37&85 20,434.36 5L176S8 51,176.$1 Support Costs Stolf costs Trolnlng Trovel Other Cost5 LyJl¢e costs AuditandAccounlonLy unk Churges 33A03,40 615.30 1.998.25 33A03AO 615.30 ¥998.25 644.70 7.779.73 7,779.73 2J78.40 7L6B 71.98 47291.4 47,291.86 TOTAL EXPEPIL¥ruft£ ZK799AYJ 20951.31
The Parlsh of Nork wlth Burgh Heath Note* to the Flnanelal St•tom•nts (¢ontlnu•d) F¢rth• y••r l Janary 2024 10 Sl DO¢em1 2024 The Guildlord DI6)ft Board of Fkn•net LSmit8d act8 ag Custodian IN8iee in SpeCt of proportles b•nefi¢ioly ¢)wnod by the PCC IM• nole 5 fordet•bl. Dwing th• ye¥th• PCC PgKI parish to th• DNxès•n 8oard OIFInanr Lintted omouth.ng 10 £97,404.Tr)
Balance Sheet The Parish of Nork with Burgh Heath As at 31 December2024 FixedAssets Ld &8uildin8s-Cost 4Jl.T20.1 41A.720.00 1962.401 962.40 .40) 961.411 Ore Equlpmtht PASound System PASound sy¥twn T¢xéITinilbl•Assets 1.49&46 7,6?5.311 411.$90.08 7.625.3B 11$.3] 411,720. TotilFlxedAts 411A9 41J,720I Cui¥entAssets 14JlrnthrtentAcwJnt It,67I73 3J40.32 2.457.11 23J13.fj9 )l9Jl.11 N0rkHé115ComIly1 Slw¢Tprm Do[1 Totalthsh •ibDnkandlnh••d 76&67 551.59 .8x99 ictwdlrttom• Hèll HtreDeptssltI.Relithblt T•tslPrepaymtbitJlAd Ktnted Inwm¢ 11.24è. (J340.rb)I 1700 (700.001 ¢tsntspee•w• G27.th1 FI¥ TvmDeposit Fixed TwMDeIs M¥d HIIAC Debtor4iftAJd i?o,(#)J. 120,QOO.00 1%42A.15 5,482.40 97.13 PÈtlyCa5h Plepayfflehts T•tal¢wrt#¢Assé 97.IJ 35Jl.70 117.712.02 157.919.3S C¥edltors: amounts fJUkn due wlthlnone A(ttyJnt$Pèybt4e èar 479.01 7.167.75 4.703.?1 2ffi3&75 In(Thln•dvan¢ 200ThJ PAYEPayable Pen$ PayaL41 453.19 917.e4 I,SS164 137.YOI 10.401 14.T15.61 ts0.28 W•itsPayèble-Piyroll Totil¢T•thtgr¥: JlDounts lililthtknmYè1y l20J.41 Net Current Assets {Llabilrtiesl TotalAssets lesscuirent Uabllltl•s l¢l.OQ&4fy 149.725J4 Sl&,596.48 561.44534 NetAssets 561845J4
11rt•5W JLDEC2413 Ca ital and Reser¥•s Cvvrenryear Earn I41*.06) 2ffi86.OD 149,977.161 Re5ttltWFufyd¥ Réialrt¢dtarfiin4s 558.758.S4 6W.736.70 519ts9U8 $6J,45.54 P4EéY41
Statement of Cash Flows The Parish of Nork with Burgh Heath Forthe year ended 31 December2024 er•tln A¢tlvld ¢tomerS 166,721.26 P09,764S7) P•ymvnt5t95uPIeI5an4QrnPIes C45hrec¢iptsfromotheroptiatJrtt¥lltes 2,654,25 12.524.J31 80,601.15 30.7JL17 piymrflgrpropvty.p1anl¢4viWneThI Flnancln othercash itanshom fin¢iniatllvitles Nel(hl0$f1OmF1Ill11ctfvIll Activltles 6.33&01 6J3&OI NetCa$h Ftow$ tJ.914.131 Cash andCa$h E ulvalents C•shand<•$htqW•Ifjfflts0tb11nD1l)IpVIDd Netrharweln¢ashfoiporiod 38,9LL.12 15.9L4.111 2l.996.99 PaEÈI oli