OpenCharities

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator.

2023-12-31-accounts

ht HOLY TRINITY SYDENHAM +FOREST HILL Annual Reports 2023

PARISH OF HOLY TRINITY SYDENHAM & FOREST HILL

Charity Number: 1190880

NOTICE OF MEETING TO ELECT CHURCHWARDENS and NOTICE OF ANNUAL PAROCHIAL CHURCH MEETING

The above Meetings will be held at Holy Trinity Church Sunday 17 March 2024 after the Morning Service (12 pm)

MEETING OF PARISHIONERS

AGENDA Minutes of Meeting of Parishioners 2023 Matters Arising from the minutes of Meeting of Parishioners 2023 Election of 2 Churchwardens

ANNUAL PAROCHIAL CHURCH MEETING

AGENDA

  1. Apologies for Absence

  2. Minutes of the APCM held on the 27 March 2023

  3. Matters arising from the Minutes of the APCM on 27 March 2023

  4. Children’s Report - Mary-Ann Knight (Verbal)

  5. Youth Report - Jenny Kronbergs (Verbal)

  6. Worship Report - Luke Squires (Verbal)

  7. Annual Report on the Financial Affairs of the Parish - Jenny Kronbergs

  8. Independently Examined Accounts for year ending 31 Dec 2022

  9. Fabric Report

  10. Deanery Synod Report

  11. Safeguarding Report - Alena Damijo

  12. Report on the changes to the Electoral Roll since the last APCM

  13. Election of Deanery Synod Representatives

  14. Election of Parochial Church Council Members

  15. Election of an Independent Examiner for the 2023 Accounts 16. Lead Pastor’s Encouragement and Final Prayer

HOLY TRINITY SYDENHAM & FOREST HILL MINUTES OF MEETING OF PARISHIONERS AND ANNUAL PAROCHIAL CHURCH MEETING AT 8PM ON MONDAY 27th MARCH 2023

In Attendance: 20 people

Benjamin Strain (chair), Tijen Erkas (secretary), Dave Yearwood, Mike Addis, Claire Bush, Derek Bush, Ben Blake, Louise Barber, Gill Barber, Andy Coombe, John Buckeridge, Maureen Edwards, Carolyn Buckeridge, John Buckeridge, Mary-Ann Knight, Alena Damijo, Mark Taylor, Simon Appleby, Jenny Kronbergs, Miles Winter.

Apologies for Absence:

Sarita Fenton, Frances Wyatt, Kay Cutting, Joyce Donovan, Barbara Tanner, Amy Addis.

Opening

A Welcome

Scripture: Hebrews: 10:23-25

23 Let us hold unswervingly to the hope we profess, for he who promised is faithful. 24 And let us consider how we may spur one another on toward love and good deeds,[25 ] not giving up meeting together, as some are in the habit of doing, but encouraging one another—and all the more as you see the Day approaching.

Prayer: Thanksgiving

Annual Meeting of Parishioners Meeting (One)

Minutes of the last APCM held on the 25th April 2022 being accepted as a true and correct record that Judith Standing and Steve Jordan were voted in.

It was unanimously agreed.

Proposed : Simon Appleby Seconded : Mary-Ann Knight

Matters Arising from the minutes of APCM on 25th April 2022 : None

Thanks were given to Judith Standing for her work heading up childrens work and safeguarding, and Steve Jordan for his hard work over the years which if there was a list of all that he contributed, it would be endless , they were not present.

Election of new Churchwardens:

They were automatically accepted as there were two standing and two places.

Annual Parochial Church Meeting (two)

  1. To accept ‘Any other Business’ to be added to the agenda under item 17. NONE

  2. To agree the minutes from the last APCM 25 April 2022

Proposed: Maureen Edwards Seconded: Simon Appleby

All were in favor of accepting that they were a true and correct record.

ANY matters arising from the Minutes of the last APCM meeting 25 April 2022.

NONE

  1. The Finance Report was given by Simon Appleby.

It was recognised that the giving had gone up despite a difficult time of profound living crisis. The rental income has also gone up. Simon explained we were in a moderately healthy position, but pointed out that we were in a planned deficit of £11,000 which was budgeted for investing in growth.

He explained there was £25,000 in reserve as set out by the Charity Commission.

John Buckeridge had some concerns about outward giving to the wider mission of the church to charities of 10% from voluntary donations which had not been fulfilled. Simon explained it would be irresponsible during the investment phase of our budget. Simon said he would come back with a decision on this matter.

Ben Strain concluded that we were trying to start up community mission and ministry, which requires investment and that we are ourselves a charity.

The Vote to receiving accounts

Proposed : Miles Winter Seconded : Gill Barber

It was unanimously accepted by all.

Ben Strain extended his thanks to Simon for his contribution in setting up new processes and Tijen Erkas for updating our processes as a new staff team member. Jenny Kronbergs was welcomed in as our new treasurer.

  1. Independently Examined Accounts : NONE

  2. Fabric Report : None

  3. Deanery Synod Report: None

  4. Children’s and Youth Reports –

Mary-Ann expressed that it's exciting times and looking forward to Rachel starting in April for more growth. Mike Addis was praised for his incredible work with Satellites on a Tuesday and youth work on a Sunday and the potential to build on this. Ben Blake felt that youth has filled a massive gap for his two girls and was grateful they were enjoying church and talking more about God.

  1. Community Café Report -

Ben thanked Louise Barber and Gill Barber for heading it up and the tremendous commitment. Louise reported that it was very well received, they managed to run it for 15 weeks, with about 25 to 30 people attending each session. They ended up doing 450 3 course meals, at an extraordinary £1.50 ahead, due to donations the final cost per meal was .66p. The last day ended with 32 people. Louise has kept contact details of attendees.

  1. HT Primary School -

Carolyn Buckeridge (board of Governors) encouraged the PCC to continue supporting Holy Trinity School and building relationships as during covid it hasn't been the same as the past. Mike Addis reported that he has been going in for their assemblies and that he was willing to set aside time to do more regular visits, but has started regular Wednesday morning visits which he very much enjoys.

7. Safeguarding Report -

Alena Damijo explained that it is very much the responsibility of everyone to take the relevant safeguarding training appropriate to their role, and to share any concerns that can make a difference. Alena pointed out that she is also the designated safeguarding lead at her school.

  1. Electoral Roll Report - None

Election of Deanery Synod Representative-

Mary-Ann Knight is already a member of Deanery Synod from last year and remains so, Amy Addis was added.

Proposed : Anna Godfrey Seconded : Sarita Fenton

This was automatically accepted as there was only one person filling for this role.

The Election of the members of Parochial Church Council (PCC) Nominees Proposed Seconded Alena Damijo Dorcas Efayena Charles Antwi-Bosiako Dorcas Efayena Charles Anti-Bosiako Mary-Ann Sarita Fenton Dorcas Efayena Charles Anti- Bosiako Tijen Erkas Dorcas Efayena Mary-Ann Jenny Kronbergs Anna Godfrey Mary Ann Amy Addis Alena Damijo Sarita Fenton Charles Antwi-Bosiako Bruno Kronbergs Daniel Efayena

There being no other nominations an election was not necessary and it was unanimously agreed that the proposed people be appointed as the members of the PCC. This ended with prayer for the PCC and Church Wardens.

Election of an Independent Examiner for 2022 Accounts to be Kathryn White

This was unanimously agreed

Proposed : John Buckeridge Seconded: Carolyn Buckeridge

AOB

Carolyn Buckeridge reported that it would be nice if the scouts were invited to participate in church services.

Lead Pastor’s Report -

The meeting closed with prayer at 8.58pm

Tijen Erkas PCC Secretary

’ - Children s Report Verbal

- Youth Report Verbal

- Worship Report Verbal

Finance Report

Treasurer’s remarks

In 2023, the PCC approved an investment budget to continue to grow our church and develop our ministries. This means that we intentionally planned to draw down on our reserves. Our investments covered a wide range of areas, including re-fitting the sanctuary area to become a worship space, development of the staff team, and investment into a wide range of activities to serve our community.

The investment budget was approved based on the plans to run a graft with St Peter’s Brockley, with the hope that the graft would mean our congregation, and therefore income through giving, would grow substantially. While we have seen some non-financial benefits from the graft project, income did not increase as we had hoped.

At the end of the financial year, closing 31st December 2023, Holy Trinity recorded an excess expenditure of £24,801 net (£131,596 gross) against an income of £106,794. Regular giving increased by 12% across the reporting period to £82,142. Overall, Holy Trinity’s income is 5% higher than 2023. As at 31 December 2023, Holy Trinity had £52,083 in reserves.

To run our church, develop our ministries and serve our community, Holy Trinity relies on the generosity of our members in both financial and non-financial gifts. The PCC would like to pass on their gratitude to all who have contributed both financially and non-financially in 2023 – your support and belief in the mission of our church is incredibly encouraging.

Jenny Kronbergs, Holy Trinity PCC Treasurer

For the year ended 31 December 2023

ACCOUNTING POLICIES

Reconciliation with previous Generally Accepted Accounting Practice

Funds

Income

Other income

Income from investments

Gains and losses on investments

Grants

Expenditure

Fixed assets

Consecrated property and moveable church furnishings

Other fixtures, fittings and office equipment

Current assets

For the year ended 31
December 2023
Statement
of
Financial
Activity
Note
INCOME FROM:
Voluntary Income
Grants
Church Activities
Rental
Other Income
TOTAL INCOME
2
EXPENDITURE ON:
Charitable activities
Governance Costs
TOTAL EXPENDITURE
2
NET
INCOME/(EXPENDITURE)
BEFORE TRANSFER OF
FUNDS
Gross transfer in funds
NET MOVEMENT IN
FUNDS
Balances brought
forward at 1 January
2020
BALANCES CARRIED
FORWARD AT 31
DECEMBER 2020
Unrestricted
Funds
Restricted
Funds
TOTAL
FUNDS
2023		 Unrestricted
Funds
Restricted
Funds
TOTAL
FUNDS
2022
£
£
£
81,892
250
82,142
-
4,172
4,172
1,325
-
1,325
17,974
-
17,974
1,181
-
1,181		 £
£
£
73,427
-
73,427
1,400
6,955
8,355
1,040
-
1,040
18,282
-
18,282
504
-
504
102,372
4,422
106,794		 94,653
6,955
101,608
122,226
6,123
128,348
3,247
-
3,247		 103,572
5,082
108,654
3,964
-
3,964
125,473
6,123
131,596		 107,536
5,082
112,618
(23,101)
(1,701)
(24,801)
1,194
-
1,194
-		 (12,883)
1,873
(11,010)
-
-
-
(21,907)
(2,895)
(24,801)
67,700
9,184
76,884		 (12,883)
1,873
(11,010)
80,583
7,311
87,894
45,793
6,289
52,083		 67,700
9,184
76,884

Independent Examinor's Report to the membersltruslees of Holy Trinity. Sydenham and Forost Hlll Parochial Church Coun¢ll Icharity No. 1190880) I report to the trustee5 on my examination of the accounts of HOW Trinity, Sydenham and Forest Hill, for the year ended 31 De(Ember 2023. Respective responsibilities of trustses and examinor As the charity trustees, the members of PCC are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 ('Ihe A¢t'}. The charity's Iruslees consider that an audit is not required for this year under section 144 of Ihe Act and that an independent examination is needed. t is my responsibility to.. ' examine the accounts under section 145 of the Chartties Ad, . to follow the applicable Directions given by Ihe Charity Commission (under section 145(5){bl of the Act. and . to stale whelher particular matters have come to my attention Basis ot indepondent examinorfs 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 8 comparison of the accounts presented with those rewrds. 1121so includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from the trustees conceining any such matters. The procedure5 undertaken do not provide 811 the evidence that Wo￿ld be required in an audit, and consequentty no opinion is given as to whether the accounts present a 'true and fairf view and the report is limited to those matters set out in the slalemenl below. Independent examinerfs statement In Gonnection with my examination, no material matters have come to my attention which gives me cause lo believe that in, any material respect.. . the accounting records were nol kept in accordance with sect￿n 130 of the Charities Act. or . the accounts (lid not accord with the accounting records., or • the accounts did not comply with the applicable requirements conceming the form and content of accounts sel out in the Charities {Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a 'true and fairf view which is not a matter considered as part of an ind&p8ndent axamination. I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in thi5 report In order to enable a proper understanding of the iunts to be reached. 81gned: Name: Kathryn hite Address: 60 Beecroft Road, Brockley, London SE4 2BS Date- 0810312024

Note
Fixed Assets
Fixed Assets
PA/AV
Current Assets
Cash at Bank and in hand
Debtors
6
LIABILITIES
Account Payable
Total Creditors due within one year
7
NET CURRENT ASSETS
NET ASSETS
RESERVES
Excess/ (deficit) to date
Starting Balances
FUNDS
10
Unrestricted
Restricted		 2023
2022
£
£
948
0
4,916
0
5,864
0
40,811
75,925
6,679
1,394
47,490
77,319
1,271
435
(1,271)
(435)
46,219
76,883
52,082
76,883
(24,801)
(11,010)
76,884
87,894
52,083
76,884
45,793
67,700
6,289
9,184
52,083
76,884

Approved by the Trustees on: and signed on its behalf by:

Reverend Ben Strain Incumbant

Jenny Kronsbergs Treasurer

For the year ended 31
December 2023
2. Financial Statement 2023 2022
Unrestric Unrestrict
ted Restricted Total ed Restricted Total
Donation £ £ £ £ £ £
Collections - GASDS 6,735 - 6,735 2,204 - 2,204
Gift Aid 25,307 - 25,307 8,819 - 8,819
One off gifts - Gift Aided 2,525 250 2,775 1,362 - 1,362
One off gifts - Not Gift
Aided 2,936 - 2,936 3,534 - 3,534
Planned giving - Gift
Aided 43,134 - 43,134 52,412 - 52,412
Planned giving - Not Gift
Aided 1,255 - 1,255 5,096 - 5,096
Total Donation 81,892 250 82,142 73,427 - 73,427
Grants
Grants Received - 4,172 4,172 1,400 6,955 8,355
Total Other Income - 4,172 4,172 1,400 6,955 8,355
Church Activities
PCC Fees for Statutory
activities 493 - 493 827 - 827
Events - - - 153 - 153
Dance 832 - 832 - - -
Sale of Products - - - 60 - 60
Total Church Activities 1,325 - 1,325 1,040 - 1,040
Church Rental
Premises Hire 17,974 - 17,974 18,282 18,282
Total Other Income 17,974 - 17,974 18,282 - 18,282
Other Income
Interest 857 - 857 351 - 351
Other 325 - 325 154 - 154
Total Grants 1,181 - 1,181 504 - 504
Total Income
102,372
4,422
106,794
94,653
6,955
101,608
Worship
Total Worship
9,769
-
9,769		 4,233
-
4,233
Community
Total Community
1,671
2,915
4,587
874
1,119
1,993
Mission
Total Mission
53,293
-
53,293		 58,333
-
58,333
Operations
Total Operations
26,163
2,463
28,626		 22,529
-
22,529
Staff
Total Staff
31,329
744
32,073		 17,603
3,963
21,566
Governance
Total Governance
3,247
-
3,247		 3,964
-
3,964
Other
Total Publishing
-
-
-		 -
-
-
Total Operating Expenses
125,473
6,123
131,596
107,536
5,082
112,618
3. STAFF COSTS
Wages and salaries (incl
PAYE)
Social security costs
Pension costs		 2023
2022
£
£
30,748
21,566
-
433
582
806
31,329
22,806

2023 2022 Total amount of staff employed 2 3 FTE staff employed 0.8 1.6

4. Fixed Assets
Actual/Revalued cost At 1
January 2023
Additions
during year
Disposals
during year
At 31
December 2023
Depreciation At 1
January 2023
Charge for
the year
Disposals
during year
At 31
December 2023
Net Book Value At 1
January 2023
At 31
December 2023
5. Debtors
Other Debtors
Givingowed atyear end		 Fixed Assets
PA/AV Equipment
Total
£
£
£
0
0
0
1,066
6,555
7,621
0
0
0
1,066
6,555
7,621
0
0
0
118
1,639
1,757
0
118
1,639
1,757
0
0
0
948
4,916
5,864
2023
2022
208
1,394
6,471
-
Total Current Assets 6,679
1,394
6. Creditors (amounts falling due less than
one year)
2023
2022
Creditors
1,271
435
Total Current Liabilities
1,271
435

7. Contingent Liabilities

There were no contingent liabilities at the end of 31st December 2022. (2021: None)

8. Restricted Funds

8. Restricted
Funds		 8. Restricted
Funds		 8. Restricted
Funds		 8. Restricted
Funds		 8. Restricted
Funds		 8. Restricted
Funds
Purpose
Opening Balance
Income
Expenditur
e
Write off to
general funds
Closing
Balance
£
£
£
£
£
Special Collection 128 -
0		 -
128
0
Soft Play
Equipment		 565 -
0		 -
565
Signage 2,579 -
0		 -
2,579
Fresh Expression
Prayand Play		 1,039 900 0 -
1,066
873
FellowshipFund -
250		 0 -
250
Childrens Worker 594 -
(594)		 -
0
Summer BBQ 1,279 2,400 (2,261) -
1,418
SanctuaryCurtains 3,000 -
(2,613)		 -
387
Youth -
872		 -
654
-
218
Total Restricted
funds		 9,184 4,422 (6,122) (1,194) 6,291
9. ANALYSIS OF
NET ASSETS BY
FUND
Cash & deposit
balances
Other Assets
Total Assets
Current Liabilities		 Unrestricted
Funds
Restricted
Funds
TOTAL FUNDS
41,199
6,291
47,490
5,864
-
5,864
47,063
6,291
53,354
-
1,271
-
-
1,271
45,792
6,291
52,082

Fabric Report

Just before Christmas 2023 the boiler was inspected and condemned as unsafe. After a few months of using fan heaters, in the middle of February 2024 a new boiler was installed. Much thanks goes to Tijen Erkas who received quotes and oversaw the process of the purchase and installation of the new boiler. There are currently some leaks in the roof and Tijen is getting quotes for this work.

In Spring 2023 the church was repositioned 90 degrees and the sanctuary was made fit for purpose for contemporary worship with a new sound desk and speakers installed. Steve Jordan, Nick Gazard and Chris Clarke did this work.

No other substantial work was done.

Ben Strain, Lead Pastor

West Lewisham Deanery Synod Report

Mary-Ann Knight

Deanery Synod Member

Safeguarding Report

Alena Damijo

Electoral Roll Report

Number on Electoral Roll 2022: 73 people of which 35 are resident in the Parish and

38 outside it.

Tijen Erkas Electoral Roll Officer

Election of PCC

Election of Independent Examiner for 2023 Accounts

Lead Pastor’s Encouragement and Final Prayer