Another badge gained was History of Guiding, where girls learnt traditional skills, outdoor cooking, morse code, and knotting. We love to play games and ate lots of ice cream while celebrating the Queens Platinum Jubilee At the end of the year 15 Guides were attending weekly and we are very grateful every Tuesday to hold our meetings in the bright, spacious and warm church hall. Thank you to Lesley, Joanne, Lucy and Chloe our fabulous leaders. Julie Murphy. 20 |**Vicar’s Report**|**3**| |---|---| |**Churchwardens’ Report**|**7**| |**PCC**|**9**| |**Electoral Roll**|**10**| |**Finance**|**10**| |**Christian Stewardship**|**11**| |**Gift Aid**|**12**| |**Buildings and Maintenance**|**13**| |**Events**|**13**| |**Charitable Giving**|**14**| |**Children and Young People**|**15**| |**Choir**|**15**| |**Magazine**|**16**| |**Super Wednesday**|**16**| |**Rainbows**|**17**| |**Brownies**|**18**| |**Guides**|**19**| In July, we held our annual overnight pack holiday at Scammonden Activity centre, the Brownies picked the Encanto theme, they their own dream catchers and sand art, along with completing outdoor activities, such as water play and had a campfire, with lots of midges for company! Anne Howard ## **St Jude’s Guides – 2022** St Jude’s Guides have gained several badges. These include Expore 3, where we used our map reading skills on a wet hike in February. We have completed challenges, grown plants, found out how many useful objects you can fit in a empty smartie tube (smarties previously consumed by the guides) and entered a competition to design an emoji associated with guiding which was entered at the Halifax Show, we are proud to announce we had 3 winners! We constructed Bee/Bug hotels out of wood, which completed our skills for the future badge. We love crafting and for Mothers day made silk scarves, which we dyed, in addition to lavender soap. We camped at Bradley Wood Brighouse for 3 nights in May and had a great time. Due to Covid we hadn’t camped for 3 years and embraced being out under canvas again. Amongst other challenges we abseiled, climbed, completed high rope challenges, got lost in a cave bus, cooked over an open fire and sang our hearts out at the site campfire. We are very proud of Niamh who was presented with her Gold Award at camp. We ran two game stalls at the Christmas Fayre, and gained Natural Remedies badge making soap from conkers!. 2 19 ## **St Jude’s Brownies 2022** 2022 has been another fun packed year for St Jude’s Brownies, we were able to return to planning activities outside of the meeting place and held our annual overnight pack holiday. Brownies started the year working towards their Live Smart Skills builder; the Brownies made their own Guacamole wraps, practiced their money skills and ran their own marketplace. They also completed the Jobs badge, looking at different types of jobs and those they may like to do in the future. In March, we had a day out visiting Bradley Wood Activity centre in Brighouse, the Brownies participated in Archery, Low Ropes, Cave bus and the Zip wire. The Brownies enjoyed trying new activities and challenging themselves and finished the day with a sing song around the camp circle. For Mother’s Day, the Brownies made their own painting on Canvas gifts. To celebrate the Queen’s Platinum Jubilee, the Brownies arranged a party for their family and friends to attend; they provided refreshments and entertainment to guests which included Brownies playing the piano, telling jokes, reading poems and showing the audience their pet snake. ## **Vicar’s Report** Each year since my arrival the landscape of our life together has changed, sometimes it has been positive step forwards, occasionally it has been frustrating steps back, with the addition of one or two side steps as we begin to settle down in this post-pandemic world. It is very easy to become frustrated when we ‘remember when…..’ only to realise that we are not going to return back to those days. People have changed, the community has moved on and the energy levels we all seemed to have had have dipped. I am reminded of Ezekiel looking out over the field of dry bones, seemingly without hope yet filled with the potential that can be breathed into them if we allow the Holy Spirit to move among us. This last year has been a time to scan this view and look at where God is at work and rejoicing. God has been at work, raising up our gifts and challenging our expectations, and stretching the status quo. Perhaps the biggest change that we have experienced has been the addition of St. Augustine’s to my parochial responsibilities. This has taken a fair degree of my time as I have looked to settle in there and understanding the complex community they minister into. The impact on our worship life has been the reduction in Sundays I am 18 3 around our parish and the need as we move into the new year to change our service times and rethink the first Sunday into an all age service. This has been all the more challenging as we bid a sad farewell to Carolyn as she moved to her new home in Selby. At the same time we rejoice that Mark Young has begun training as a Licensed Lay Minister (Reader) and will begin to have an impact on our worship in the months ahead as he works through his programme of training. This last twelve months has been the first since I arrived that services have developed a regular rhythm as restrictions lifted and we worked out a sustainable way to distribute both elements at communion and also learn how to worship around the nave table. Within the community we have continued to grow the Super Wednesday group which is now seeing regular members returning week on week, and our art group flourishes under the watchful eye of Margaret Ainley. Our response to the warm spaces movement allowed us to reopen the Saturday morning coffee mornings. Although not as busy as we first expected we continue to remain open to welcome those who come in for a coffee and a chat. Beyond our walls we have begun reconnecting with Trinity Fold Care Home for a monthly service and we are in talks about returning to Savile Park Care Home for services there too. The work in our school continues to find new avenues to explore and the return to quarterly Sunday services in the hall are a great boon. We have also deepened connections with The Gleddings school and discussions are in hand to work in Savile Park Primary School down the road. The work among our families and children has not moved forward at the pace we would like, mainly down to time and the availability of people to volunteer. The remainder enjoy playing Scrabble or Rummikub, sewing and patchwork or simply sitting and chatting. Some disabled people come with their carers and enjoy doing jigsaws. The running of the group became easier over the autumn when several church members came forward to join the team providing the refreshments. We can still accommodate more visitors if anyone else wants to come and join us on Wednesday mornings between 10.00 and noon in the church hall. Margaret Seed ## **St Jude’s Rainbows report Jan 2022 – Dec 2022** Rainbows at St Jude’s have had a slow increase in numbers. We started the year with 6 girls and finished the year with 14 some leaving us to join Brownies at St Jude’s. We have a healthy waiting list; girls can join us from 4 Years old as long as they have started School. We have gained lots of badges: Storyteller, communicator, express myself theme. Recycling, nature and explore badges, have adventures theme. We love to play games especially on the lawn in spring and summer. We ate pancakes, made Mothers day, Fathers day, Easter and Christmas crafts. Planted bulbs, held a party for the Queens Platinum Jubilee, and ran a toy stall at the Christmas Fayre. Our Rainbows entered a pebble painting and recycle an object competition at the Halifax Show and won in 4 categories. Rainbows love to come to St Jude’s church hall, its light, bright clean and warm. Thank you from all the girls and leaders, Alison, Helen, Hollie and Tilly Julie Murphy on behalf of St Jude’s Rainbows. 17 4 ## **Magazine Report 2022** During 2022 the collating team met each month in the Church Hall. I continued to produce the initial copy which Lesley Lord printed for us as long as she was able. For the double Summer and September editions, David Lord’s son Chris very kindly oversaw commercial printing while the church printer was moved into its new home at the back of church. This is where I now print each edition. We continue to have a group of helpers, who again deserve many thanks, who continue the monthly task of helping with collating or delivering the magazines by hand to those subscribers who are unable to attend church for any reason. 12 copies are also posted out to those living further afield. During the year the magazine circulation was to 100 subscribers with a few spare copies always available at the back of church, costing £1 each. Just 115 copies were printed each month during 2022. ## _Marilyn Barraclough_ ## **Super Wednesday** This group continues to flourish and to make a profit for church funds. We were all very sorry when Lesley Lord, who had been running the group for some time, died suddenly in the summer. Our average attendance is about 25 or so. About half the group enjoy painting under the watchful eye of Margaret Ainley. This will need to be looked at again in the coming year. There has been good news however with our work with babies and toddlers. It is hoped that we will be starting a new group ‘Little Saints’ as a drop-in hub in the hall on Friday mornings, we are grateful to Vicky who has recently moved into the parish for her energy to get this group up and running. As ever we will need more volunteers to make this group sustainable. We continue to be challenged by the building and you will be aware of the work being completed in the Lady Chapel to remove and repair the damage left by the fungus we had growing out of the woodwork in the ceiling. Alongside these ongoing repairs we have also begun thinking at PCC about the future development of the building, the coming year will see the long-standing plans to extend the chancel steps and create new communion rails and easier access into the chancel come to fruition, creating a more attractive and permanent staging area for our communion table. We have also had news that we need to replace the church hall and we are looking at what the best way forward for this might be; a new hall or a redevelopment of the back of church. Next year will see the start of a long consultation process to ensure we make the right decision on how we move forward with this. As things have relaxed over the year it has been good to welcome four families into church to have their children baptised; Madeleine Denison, Sidney Collins, Sophie McDermott, Leo and Zackary Faulkner, five children in all. We also had two weddings; Samuel and Grace Wade and Kallum and Jennifer Burnside. We sadly also said goodbye to twenty-one people some who had been faithful members of our church; Christine Tame, Rodney Barnett, Jennifer Davidson, Harry Saunders, Selwyn Crabtree, Peter Davie, Lesley Lord, Wendy Sugden, Audrey Johnson, Christine Crosland, Beryl Hernik, 16 5 James Farrar, Margaret Rose Berry, Dora Hrycak, Kathryn Jane Hanson, Nicholas Durnam, Audrey Rogerson, Jeff Hill, Roger Edward Treverton Coton, Lorna Marie Coton, June Bamforth. And finally, in the midst of all this, I took my twice delayed sabbatical. I realize I still need to spend some time unpacking what I got up to and I hope to find some space next year to do so. I am grateful to everyone who held the fort whilst I was away especially our churchwardens Nick and Angela who made sure our visiting clergy had everything needed for the services they took, and to Carolyn who made sure all those who were on the rota knew they were on the rota. We are extremely blessed with a large group of people who volunteer week in and week out to ensure our church can do all it does and I offer a big thank you to each and every one. Looking forward, we will continue to need a growing band of volunteers who can ensure that all we do will continue to flourish as we move on into another year. As Paul often wrote in his letters, please do continue to encourage one another and pray for each other as we seek to serve the Lord in all we say and do. Not everything we will do will be perfect or energising, nonetheless, build each other up! ## **Children & Young People** Our young people have continued to follow the Roots programme which provides resources for worship and learning each week. Thank you once again to our Children’s Church team who contribute tirelessly to inspire and support our youngsters on their faith journey. Audrey Heap ## **Choir Report** This has been another difficult year for the choir, especially with the death of Lesley Lord. She had been a stal- wart member for many years and was always willing and ready to leap in and sing any part (except bass) at a moment's notice. She leaves an enormous hole in our group. On the plus side we were very glad to welcome Christina Whitworth to join the sopranos - but then Carolyn Barnett left us just before Christmas to live with her family near Selby. Once again, I repeat my annual plea for more singers to come and join the group. During holiday periods it is sometimes impossible to sing an anthem or give a good lead in the service because we do not have enough people or a balanced group attending. My thanks go, as ever, to the talented and hard-working group of singers who make up our church choir. and freely give of their time week by week. Margaret Seed 6 15 Our annual Christmas fayre was a busy event and saw us reaching friends old and new raising around £1700. We split across the church and hall sites again allowing more time and space for fellowship and browsing of stalls. ## Samantha Jones ## **Charitable Giving** |**Charitable Giving**|| |---|---| |2022 charity allocatons|| |USPG|£1000| |CMS (Church Mission Society)|£1000| |Christan Initatve in Calderdale Schools|£ 300| |Leeds DBF (Buhemba Parish, Mara)|£ 500| |St Augustne’s Centre|£750| |Mission Aviaton Fellowship|£ 300| |Christan African Relief Trust|£ 300| |Bible Society|£ 300| |Leprosy Mission|£ 500| |Christans Together Calderdale|| |Gathering Place/Food Bank|£ 500| |Reach Beyond|£ 300| |Calderdale Valley of Sanctuary|£ 250| |Children’s Society (Christingle)|£128.68| ## **Churchwardens’ Report** Life at Holy Trinity and St Jude’s continues to be busy. Over the last 12 months we have opened Church in addition to weekly worship on numerous occasions. We have welcomed educational visits from Holy Trinity Primary School, Savile Park Primary School and St Augustine’s Primary School, also The Gleddings and Holy Trinity School have both held their leavers services and Christmas services with us inviting their families and friends to join them. We have hosted concerts by the Senior Citizens Orchestra, The Halifax Chamber Choir, The Orion Choir, All Souls Amateur Operatic Society, a duet concert for the Alzheimer’s society and a lunchtime piano recital by Gill Crossland. We have already taken bookings for the coming months, keep an eye on our social media and magazine for further updates. Sadly, we have accommodated too many funerals, dear friends, and members of our church family and also the wider community. On a happier note, families have been welcomed for baptisms and a couple of weddings have been celebrated. The warm space initiative on a Saturday morning has varied attendance, we have had several visitors popping in to have a look around after seeing the doors open, dog walkers sheltering from the rain and other people coming for a cuppa after seeing our social media, our local community support officers usually pop in when they are passing. Of course, we have our ‘regulars’, members of our church family who come to support us, it’s lovely having a chat and a catch up! please come along and bring your neighbours and friends. We have also been able to resume visiting and sharing worship in some care homes in the parish and have a small dedicated team that monthly visit a care home, if you feel you can assist with this please see Stuart. 14 7 The Church Hall continues to be busy with regular bookings ranging from Satchell Learning to Salsa dancing, yoga and Pilates to disability sports, choirs and orchestra rehearsals. As you know several church organisations also meet in the hall, our uniformed organisations, Super Wednesdays, and Little Saints. A house group meets in the hall as do the team that collates the church magazine. Huge thanks to Darrell and Julie for coordinating all the hall bookings. All the above and much more cannot happen without lots of work and commitment, we would like to thank everyone who keeps our Church and hall fit for purpose and worship. Whatever your role, however large or small we cannot express our gratitude enough for your time and energy, we can’t name everyone individually, but you know who you are! Thank you. However, we are diminishing in numbers of people that “do” if we want to continue reaching out into the community and provide the current range of activities we need more help. Can you spare an hour or two? could you help at Super Wednesday on a rota basis? make refreshments and chat on a Saturday morning now and again? Join the care home team which is a monthly commitment or be available to help at our social events. If we spread the load, it eases the burden of the few! We have several projects that need attention, including completing repairs in the Lady Chapel, work outside in the grounds, plus the quinquennial inspection is due this coming year, all a drain on our finances, but expertly budgeted for. ## **Building and maintenance report 2022/23** The end of the pandemic has seen an increase in the use of the buildings. This inevitably has a knock-on effect on the wear and tear on the buildings. The problem in the Lady Chapel is ongoing and once the better weather arrives work will need to be done to solve the cause of the dry rot. The trees in the Church grounds have required some maintenance which has resulted in the large horse chestnut tree being removed. Further work will be required to keep the trees in a safe state. Howard and a small band of volunteers have continued to do a great job looking after the grounds. More helpers are always welcome. The hall continues to be well used. The building is coming to the end of its predicted lifespan. Maintenance issues are beginning to mount, and a long-term solution needs to be thought about before too long. The quinquennial report is due this year and will undoubtedly throw up some repair requirements. Nick Page ## **Events** 2022 has seen a lot of change for our Stepping Out group. We started the year having a garden party which was a relaxed affair with a plant sale, refreshments and garden games. The weather was kind and we raised around £300. 8 13 The year began with 11 Christian Stewardship envelope boxes being issued but ended with 5 contributing (minus 6) producing an income total £2,775.68 Similarly, 2022 began with 45 standing order subscribers but by the end of the year we had dropped to 42, donating a total of £35,786 Some of our previous envelope givers have now started using the [sum up] card payment method in Church and this has given us a further £1,611.39 As our congregation numbers fall and our income diminishes, we thank you for your continued financial support, especially during this difficult cost of living crisis. Finally, as we move forward the landscape is not what it was pre Covid, we ask for your patience and prayers as we negotiate any changes, both the expected and unexpected. We hope that we can work together as a church family to ensure that our church grows and flourishes. Angela and Nick Also, we have received £2,893.15 from the offertory plate collections. Overall, our income from Stewardship Envelopes and Standing orders has fallen by £3,800 from amounts received in 2021 although the increase in contributions from the Card payments and Loose Plate Collections has made up the majority of this shortfall. All of these funds are gratefully received and will enable our Church to move forward into the future, growing in Christ and making him known. Elaine Kidd ## **Gift Aid Report 2022/23** Gift Aid continues to be a major source of income. £10,014.55 was claimed this year. Please continue to make your contributions. If your details change, please let me know. If you would like any further information on the scheme, please do not hesitate to ask. ## **PCC** Membership since the APCM in March Revd Stuart Stobart (Chair), Angela Greenwood (Churchwarden), Nick Page (Churchwarden), Julie Hudson (Secretary), Darrell Hudson (Treasurer), Carolyn Barnett (Reader Representative), Revd Martin Parrott, Margaret Seed, David Lord, Howard Barnes, Elaine Kidd, Samantha Jones, Felicity Hales, Margaret Medhurst, Mark Young, Lee Hill, Becky Hill, Hilary Felton, Joanne Holmes, Dorothy Campling (stepped down September) and Bill Kneebone (appointed September). Deanery Synod Reps.: Lee Hill, Hilary Felton. The PCC met on 7 occasions with an average attendance of 13. Nick Page 12 9 ## **Electoral Roll** The number on the current Electoral Roll for the parish of Holy Trinity and St Jude in March 2023 is 129. Unfortunately there have been several deaths of members of the congregation as well as people moving out of the area, but others have moved back to the church. ## Elisabeth Davie. (Electoral Roll Officer) ## **Finance Summary** Well, here we are again! It only seems a few weeks ago that I was delivering my first report to you after taking over from Richard but, yet another year has passed already! So, here is a whistlestop tour of our financial position for 2022. The headlines are that we had an operating surplus of a little over £24,000 for 2022. Income, after adjusting for exceptional items in 2021, was up by approximately £15,000 and expenses contained well within budget expectations. This was after some unbudgeted repairs to the clock and the organ which totalled £5,000. Hall bookings are continuing to grow with very few weekday slots left available and even a number of regular bookings on Saturdays. Income from this source is now at its highest level since 2017. The outlook for next year and beyond is a little concerning with income from Planned giving down on last year and likely to decline further over the next few years. We will also see income from the telecoms equipment in the tower fall by around 60% over the next year or two as new licences come into force with much lower rents. We must also be mindful of around £40,000 of expenditure which is not included in the budget but we are aware will need funding. This covers essential repairs to the Lady Chapel roof, the upcoming Quinquennial Inspection (which may throw up even more costs) the changes to the Chancel Steps and the cost of urgent work on the trees in the Church Grounds. This isn’t all doom and gloom as these costs can be covered from cash reserves without having to disturb any longerterm investments but this position may change if any further unexpected expenses arise. We are running well and covering our day-to-day costs and continue to keep a tight rein on expenses so we will continue to weather any future storms. Darrell Hudson ## **Christian Stewardship Report** Christian Stewardship is the means whereby members of the congregation commit to giving weekly or monthly amounts to support our church. The money is either transferred directly to the church`s bank account, card payments or given via the collection plate in the form of cash or stewardship envelopes. These contributions enable the Treasurer to know that there is a constant and reliable stream of income coming in to support the operational costs and maintenance of the buildings and also allowing us to increase our mission in the wider community. We began 2022 with 56 contributors; however, this has now dropped to 47 for 2023. Unfortunately, this is because some of our members have died, moved into Nursing Homes or ceased worshipping with us. 10 11 HOLY TRINITY & STJUDE HALIFAX Annual Report and Financial Statement of the Parochial Church Council of Holy Trinity and St Jude. Halifax st For the year ended 31 December 2022 Priest In Charge Rev Stuart Stobart Treasurer Darrell Hudson Independent Examiner Joanne Royle HOLY TRINIFV &STIUDL The Parochial Church Council of Holy Trinity and St Jude's Church, Halifax Contents Financial Review.............................................................................................................................. Income Analysis............................................................................................................................... Bequest5.................................................................................................................................. Bad Debts................................................................................................................................ Expenditure Analysis... Assets- Stocks and Shares.............................................................................................................. Trusts held by The Wakefield Diocesan Church Organisation Society.................................... Charitable Contributions................................................................................................................. Outlook............................................................................................................................................ Financial Statements for the Year Ending 31 December 2022...................................................... Receipts and Payments Account5 . Statement of Assets and Liabilities. Notes to the Accounts............................................................................................................. Further Analysis of Receipts and Payments Accounts.................................................................. li ReceiptS.................................................................................................................................ii PaymentS...............................................................................................................................12 Glossary........................................................................................................................................ .14 Independent Examinerfs Report to the Trustees of Holy Trinity and St Jude's Church Halifax 15 io. Financial Review Although not without its challenges 2022 has. thankfully seen a continued easing of the restrictions from the COVID-19 pandemic and has allowed us to get some more of a sense of normality in our lives. However, this wasn't helped by the Russian invasion of Ukraine and the turmoil in the world financial markets which followed. Amongst other things this has contributed to the vast surge in inflation which is affecting all of u5. Although this has had an effect on Holy Trinity and St Jude's we have, thankfully, been protected from the massive rises in energy costs as we managed to secure fixed price deals until 2024 for electricity and 2025 for gas. Although we have had some unexpected expenses. which are detailed below, we have managed to keep expenditure within budget and income has been above our pe55imistic predictions which has left us in a good position, financially at the end of 2022. However, we are aware of considerable costs on the horizon which will make 2023 challenging. Income Analysis Voluntary receipts for the year are broadly in line with 2021. Planned Giving through envelopes and standing orders is approximately IO% lower than last year though contributions via the loose plate collections and card payments increased sufficiently to cover the shortfall. However, a knock-on effect of the fall in Planned Giving for 2023 is that the amount of gift aid tax relief we receive will also reduce. Social events have continued to provide welcome additional funds throughout the year and the sales of tea and coffee after our Sunday services, the Garden Party and the Christmas Fayre have raised over £3,000 between them. Income from investments is higher than in 2021 following the switch of some underperforming investments last year. We have also seen an increase in income from Bank Interest with interest rates having risen from 0.2% at the end of 2021 to 3.2% at the end of 2022. We continue to receive a steady income from the telecoms leases in the church tower which have contributed a little over £17,000 to church funds during the past twelve months. As in previous years this has been split equally between General Funds, the Fabric Fund and the Grants Fund with £5713 being credited to each of them. The Church Hall has continued to prove popular with income over twice the 2021 figure and exceeding the 2019 figure which was the last full year of normal operation. The decision during 2022 to stop taking one off party bookings and the increase in the hire charges to HOLYTRINITY &STJUtst help offset the increasing energy costs does not seem to have affetted demand. The hall is, once again, covering it's running costs and has made a healthy surplus of £5,326 after recovering the small deficit from last year. The Church Magazine is still proving popular although sales are not qLrite at the record levels seen in 2021. The Magazine has made a small surplus this year despite factors such as paper costs and postage being factored in for the latter half of the year. As always, we must praise the team who produce and deliver this highly regarded service. Bequests We have been made aware of two bequests to the church during the year. The first from the Late Selwyn Crabtree for an amount which will be determined once his estate has been wound up. The second is from the Late James Gordon Farrar for £2000. These bequests will not be available until the winding up of the estates has been completed so, at the moment. we do not know when the funds will be received. Bad Debts There is one bad debt for hire of the church hall for £230. This was pursued by the Treasurer and Hall Booking Manager and an admission of debt was obtained. The original debt was for £240 and a small reduction of £10 was received but on examination of the finances of the debtor it was apparent that there were no funds available to make further repayments and no further action for recovery of the remaining debt will be taken. Expenditure Analysis Aside from the Parish Share. the majority of the expenditure shown in the accounts 1£22,1931 relates to Church and Vicarage with a lower amount I£10,9661 being required to run the Church Hall. Both figures include Insurance costs, which, although the policy now covers all of our property in one policy, have been split between the Church and Church Hall in the same proportions as when two separate policies were held. Both Church and Hall Utility Bills are higher than in 2020, This is largely due to the increased usage although some impact was seen due to the recent rises in energy costs. We were fortunate in being able to fix Electricity Costs until August 2024 and Gas prices until September 2025 before the major rises occurred so we are shielded from major increases. We expect running costs to be 5 - 10% higher in 2023. particularly for the church hall as we are seeing an increase in regular booking5 which will result in increased heating costs. However, the higher rates of inflation seen in the second half of 2022 are likely to continue and will have a knock-on effect on our expenses. We have seen some unexpected costs during the year: £2192 to repair the sticking mechanism for the main Church Bell £580 to repair the power supply to the electric winding mechanism for the clock. £450 for repairs to the organ draw stop. £2062 for repairs to Organ pipes which had become distorted lalthough this was covered from the Organ Fund). £340 for repairs to one of the Church Central Heating Boilers. Fortunately, we have been able to contain other expenses and remain within the budget set for 2022. Assets - Stocks and Shares There have been no changes to investments during the year. However, the turmoil in the financial markets following the Russian invasion of Ukraine have inevitably had an effect. The value of our investments has fallen from£407.734.22 at the end of 2021 to £357,611.44, although this is still a growth of £84.722. The investments will continue to be monitored going forwards to ensure they continue to meet our requirements but we should also bear in mind that the investments we have chosen are primarily designed to provide income so capital growth may not be as high as with some other investments. A Breakdown of the Book Value and Current Value of the three Share Accounts is provided below. Account Book Val 60.543.27 181.183.00 31.162.78 £ 272.889.05 No Shareg 4011.270 10502.700 Pricè 30112122 Current Value ProfiVLos8 CBF Share Account I CBF Share Account 2 CBF Share Account 3 2CE6.1 2066.14( 2066.14 82,878.45 217.000.49 57.732.50 £ 357.611.44 22,335. 18 35.817 49 26.569 72 84.722.39 2794.220 HOLY TPlb41TY &srivoE Trusts held by The Wakefield Diocesan Church Organisation Society There is a small fund which is managed by the Leeds Diocesan Board of Finance with the funds being invested in a CCLA, CBF Church of England Deposit Account. Interest is paid to this CCLA account. The capital arose from the sale of the land and property of the old school site (Savile Hall Halifax) and were received in November 1987. The initial capital amount was 14,717.49 after costs of sale. The current balance in the account is £15,672.32 The understanding is that only the income from this fund can be accessed and it is for the general running expenses of the church meaning there is currently £954.83 available for use. Charitable Contributions Typically, the PCC and members of the congregation would have given support to a number of charitable causes during the year by way of retiring collections. Although not as numerous as before the COVID pandemic collections took place in April for the USPG Ukrainian appeal, in September for the Leprosy Mission and in October for the DEC Pakistan flood appeal. Collections have taken place for the Royal British Legion Poppy Day appeal and the Children's Society Christingle Appeal. with the collecting boxes being sent back directly to these organisations The PCC will 3150 continue to support various charities from PCC funds although no donations have been made so far from the fund available in 2022. Outlook A conservative view of income and a pessimistic view of expenditure when preparing the budget for 2023 indicates that we should have sufficient income to cover all of our normal operating expenses. This budget was prepared in Ortober 2022 based largely on experience from the first 9 month5 of 2022 and the latter part of 2021 where we had returned to fairly normal operations following the COVID-19 restrictions. We do have a significant income from telecoms companies for use of the Church Tower. The concern is that these leases are due for renewal with the 02/Vodafone contract expiring in July 2023 and the H3G/EE expiring the following April. It is likely that the renewed leases will see a reduction to between 40% and 60% of the current rates. A further concern is that income from planned giving has fallen over the past year. It is acknowledged that this Source of income is coming from a congregation which is increasingly mature and we do need to consider how we can maintain income levels from other sources going forwards. Hopefully this will not be a problem for many years to come and the support of our loyal and hardworking congregation will help us to flourish now that the COVID-19 restrictions have largely disappeared and our Church related activities increase. Although we have forecast that normal operating costs can be covered from income, there are a number of one-off costs which are anticipated in 2023 which will have to be covered from reserves. Estimates of these costs are as follows: Cost of Tree felling £10,000 Quinquennial Inspection £5,000 Chancel Steps £10,000 Architect's fees re Church Hall replacement £5,000 Further repairs to Lady Chapel after fungus issue and water ingress £io.000 Total £40,000 Currently there are sufficient funds in the CCLA deposit account to cover these costs and it is not anticipated that we will have to realise any investments for the time being. However, it must be stressed that these figures are high level estimate5 and actual figures may be much different. These figures do not include any expenditure for the actual Church Hall upgrade or replacement although that is unlikely to start next year. Darrell Hudson Honorary Treasurer HOL¥ TRINITY & Stiuoi Financial Statements for the Year Ending 31st December 2022 Receipts and Payments Accounts ReGei Unr44trfctsd R•#rf¢tsd Tot41 D￿￿gnated Fund$ Appeaisan Collec￿￿￿￿ Fund Totsi 2021 Volunts ftecelpts 01- Plannpd Giwng 02- ThhEr P&nneo GNn 03- Coiiectians ai SeNces 04- Gift Days. [knall￿$. chU￿h Boxes 06 Gfft AIQ Reco￿ 07- acies 08- Grant$ E38.561. Éo £4,SCbl 54 £3.004 2S £10,014.55 £ooD t6B.56168 £O.CK) È6.631.29 £3.OD4 25 £I0.Qf4 55 £000 £000 £*211.77 £42.367 40 £0 £2,77049 £1,734.14 £9.6$4 16 £0.00 £O.OD £56.$26.1• £o.rN) £000 £000 £oou £0 £0.00 £2.12$ 75 £0 EO. £58.085.02 Oth*rFund Ral￿n? Ac￿v5￿•• 09- F￿d Rai$lng- FetES, CThYee ML¥nin $ etc. £3.081 94 £40#1.&4 £Doo £3.￿7 94 &3,￿1.91 £2.946 45 £2.￿8.46 Incorne Invo*monts 10- 8ènk kntEr8s1 10- Dimde￿5 10- ftent trom LaiJ 8uNdings •3 £W29 £10.635 88 £5.7&3 24 £16,7$9.41 £189 70 £000 £71.426 46 £f1,81$.t6 £54999 £10.635 88 £17.189 70 £28.?75.$7 £1S.25 £10.037 72 £21.8￿ 56 £31,￿2.0? tè4 Churth A¢￿VI￿*S 11- Fees. Weddin $, Funerdia, Cwrses 12- cnuleh H811 Letiin 12- Chur¢n M8g5zine Sahs £0.00 £2.062 £000 £16.6790U £000 6,679.QO È2,062 00 £t6.679. £1.050.70 £19,791.70 £1.277 £8.575 CM) £1.330 90 £11.1UZ80 £1.050 70 Other Re￿1 13- OthEr Inc(me £0. £l.B33 13 £1.833.13 E2.333 13 £2,3J3.13 £66.118 54 .118.54 Tothi Incom• £79.53¥.•f £30,128.29 £2.120.7S £1fl.7*11 £164717.61 ments Unr•*rf¢tsll D•¥gnat¢d Totsi De&gn*t•d Fund6 R•*rl¢t¢d Apptllsalld Collèc￿￿￿$ Funo Totsi 2021 Cost ol Gèneraln Fun48 17- Cost of Fund Raisiny Acti￿11$ £0. E318 17 4318.17 U18.17 £481 68 £4U1.6$ £ts.OD Church A¢ivlOes 18- Mis5illn GIM 19- ￿aceS8￿ Share 21 CIEr9y £0 £47,$62.￿) E789 $7 £40,4$1.$7 £5000 £oou Éo £2,126 75 £5.916.17 £47.123 00 £1,286 50 £S4.325.5Y £47.662 E789 $7 £10,628.32 Chur¢h Exp?￿￿5 22- Pènsh EdUcat￿n and Trainin 23- cfmjrch Ruming Expènses 23- Church Insurance £2.126.75 £0.00 £2.062.$0 £oou £0. £10,966 13 touo tODO £13,028.63 £000 £11.725 26 £5.817 £4,761 60 EIO,966.13 £O.QD £8.17£ 44 £5.$40 00 É4.501 92 £e.961 10 £9,662 76 E5,817 £4,761 60 £0 cyi £1.024.93 ee1.44 1,327.73 25. Hall Running Cosls 25-M azine ano Beaks 8 ses 26- A￿lti￿oePendÈ￿ EX￿￿72l10Th Costs 8.2d £81 44 É34,J56.38 £432 00 £2•.629.21 or Capltsl Ex 27- MaJDr RepaitsiDetoratin 28- Re 29- N*YBUl￿1￿9 Wor - Churth Not8 5 E488 40 £0 £000 E48B 40 £000 EOOD EOOO EO £2,202 LKJ £000 ED £2,202.00 Oth•r expendllur• 99- Putchas8 of Flxea A$sei8 fQrCtr￿¢h E75 59 £101.50 É1BO.Q9 £0. £1,543 15 ,143.15 9g- (Kher Pa £75 59 £1.647 65 £1.723.24 ment$ £35,586 00 £576 9$ £36.162.99 Totsi ETh ndiwre £70,2n. É16,119.18 ,128.75 t•7.51&49 t121,801.49 Statement of Assets and Liabilities Cash Funt1¥ Unresttisted Fufjd5 Restrict￿ Fund5 tbsignaled Funds Total 2022 Cash Lloyds Virgin CCLA Dew511 A¢￿U￿t In*simenl Accounls 104.45 104 45 16.965.79 16,368.86 46.096.62 272.889.05 16.965 79 16.368 86 14.993 69 272.889 05 31.10293 Sub Totsi 321,217.39 31.207.38 3S2,424.n Other Monetsry A￿ts G￿ft Aid Reco*rdble Hall Hire Inwices ￿r [k¢em￿r 2021 Church Clock Sen4ce, PrÈpayment CCLI Licen￿$ Paid 7.189.50 7.189.50 1.086.00 20D.(K) 532.17 1.086.00 2(M).00 532.17 Totals 329,139.( 32,293.38 361.432.44 Notes to the Accounts 11 Accounting Policles The financial statements of the Parochial Church Council IPCC} have been prepared in accordance with the Church Accounting regulations 2006 using the Receipts and Payment5 basis. The accounts combine the funds under the control of the PCC. In line with Statement of Recommended Practice (Accounting and Reporting by Charities) ISORPI, all funds have been allocated to the following categories: Unrestrirted - Funds which the PCC may use at its discretion and which are available for the general purposes of the PCC. Designated- Unrestrirted funds which the PCC has set aside specifically. These funds can be moved to other funds Iredesignatedl if the PCC decides. Restricted - Funds which are subject to restrictions over their use, including collections held for paying over to specific organisations. 2) Investments Investment5 are stated at cost in the accounts. Their market value at the year-end is shown in section 4 above. HOLY TRINIFV &STIVDE 31 Interest and Dividends from Investments. Interest of £549.99 was received from monies deposited with the Central Board of Finance ICBFI. It is tradition that some of this interest is allocated to the Choir Members fund and the Organ fund, based on the average interest rate received and the balance on that fund. However, as the interest rates received over the past year have been so low that it was elected to allocate interest at a simple interest rate of 3Yo of the opening balance to that fund at the start of the year. £162.61 was allocated to the Organ Fund and £27.09 to the Choir Members fund. 41 Rent from Land and Buildings There was a small income of £50 from Queens Sports Club for the advertising sign in the church grounds on the corner of Free School Lane and Moorlands View. This was posted to General Funds. The majority of the income from land and buildings is from the Telecoms Leases for the communications masts on the Church Tower. The annual income from this source is currently £17,139.72. This is allocated evenly between General Funds, Fabric Fund and Grants Fund. 51 Major Repairs/Decorating- Church Further repairs will be required to the roof and timbers in the Lady Chapel. Interim work has been carried out to make the roof watertight over the Winter and the main work will be carried out in the New Year when the better weather starts. OLYTRINITY 61 Movements in Designated and Restricted Funds During the Year Opening 8alanco Incom Paym•nts Clo*ng Balancè Grants Fund 4.8.2b 1.933.19 5.713.23 7,596.42 Fabri¢ Fund 4.8.2c 7.094.05 5,713.23 12,318.88 Organ Fund 3, 8.2 5.420.25 162.61 2,062.50 3,520.36 Choir Members 8.1d 903.1S 67.09 72.84 Childrens Res6r¥o Fund 16.14 16.14 DO￿9￿atr￿ Super Wedn&￿aY Club 8.1 d. 8.2d 267.59 1,793.13 1,445.75 614.97 Cholr Chlldrèn Advanc?m8nt Fund $4S.00 645.00 Youth Group Fund 43.00 43.00 Choir Rob89 Fund 353.00 353.00 Church Hall 8.2d 386.10 16.679.00 10,966.13 S326.77 RB*iG10d Appeals and Coll•ction5 Fund 2,126.75 2,126.75 io & StIUDE 8. Further Analysis of Receipts and Payments Accounts Receipts 8.1 a Collections at SeNi¢es Unrestricted Funds Reslricled Funds Designated Funds Loose Plate Collections Sum Up Payments Rodeny Barnel Funeral Retiring Collection Retiring Collection for USPG Scipio Brook - Funeral Retiring Collection ALJdrey Johnson Leprosy Mission Sum-up Payments DEC Pakistan Flotyj appeal retiring collection 2,893 15 1.611.39 1.038.30 213.00 330.00 187.60 32.85 145.00 180.00 2,126.75 4.504.54 .1 b Glft Day4 Donation4 Church Boxes Unrestricted Funds Reslrieted Funds Designated Funds Donations 3,004.25 3.004.25 8.1 c Fund Raising - Feles Coffee Mornings etc. Unrestricted Funds Reslrieted Funds Designated Funds Garden Party Christmas Fayre Coffee Momings 328 91 2,026.47 636.56 2,991.94 8.1 d Other Income Unrestricted Funds Restricted Funds Designated Funds Super Wednesday Subscriptions Choir Wedding Fees Income Virgin Money Donation ie complaint 1,793.13 40.00 500.00 500.00 1,833.13 li HIXY TRINIIY Payments -2 a Cost of Fund Raisng A￿1vElIeS Unrestricted Funds Restricted Funds Designated Funds Garden Party Christmas Fayre 44.46 273.71 318.17 8.2 b Mi*on Givin Unrestricted Funds Restncled Funds Designated Funds Smile Train UK Leeds DBF re Buhemba Mara Gosia Gwazda-Lindsay USPG Stroke Association Alzheimers Society Leprosy Mission DEC Pakistan Flood Appe81 500.00 538.30 213.C 330.(KI 187.60 32.85 325.1)J 2.126.75 8.2 c Church Running Expenses Unreslrieled Funds Restricted Funds Designated Funds Church Cleaning Church TelephonelBroadband OrganlPiano Maintenance Other Church Expenses Aller Expenses Choir & Music Licences Printing. Postage and Stationery Upkeep of Churchyard 1,892.00 219.52 1,117.50 4,415.84 460.32 774.02 281.71 501.85 9.662.76 2,062.50 2,062.50 8.2 d Hall Running Expenses Unrestricted Funds Reslricled Funds Designated Funds Hall Cleaning Hall Insurance Hall Running costs other Hall Running Gas, Electricity and Water Hall TelephonelBroadband 5,227.62 2,262.17 986.46 2,400 44 8944 10.966.13 12 HQIY IRINITV &si 8.2 e Major RepaIr￿DecoratIn9- Church Unrestricted Funds Reslricled Funds Designated Funds Repairs to Central Heating Boiler Architects Fees re Dry Rot issue in Lady Chapel 337.80 150.60 488.40 8.2 f Purchase of Fixed Assetsfor Church Purposes Unrestricted Funds Restricted Funds Designated Funds DVD Player for Church AV Insla112tion 75.99 75.99 8.2 g Other Payments Unrestricted Funds Restricted Funds Designated Funds Sundry Expenses Choir Lunch Super Wednesday club running costs 104.50 97.40 1,445 75 1,543.15 104.50 13 Glossary Abbreviation Meaning Central Board of Finance (See CCLAI Churches Charities and Local Authorities lorganisation investing funds on behalf of these 3 sectors) Christian Copyright Licencing International Ltd Diocesan Board of Finance CBF CCLA CCLI DBF HMRC Her Majesties Revenue and Customs Parochial Church Council pcc RPF Returns of Parish Finance SOFA Statement of Financial Activities Statement of Recommended Practice (Accounting and Reporting by Charitiesl SORP Approved by the PCC 12 of Rcea 2023 Treasurer Chair 14 K)IV TRINIT¥ & StIUDÈ 10. Independent Examiner's Report to the Trustees of Holy Trinitv and St Jude's Church Halifax This 15 my report on the accounts of the Church for the year ended 3151 December 2022 as set out on pages 7 to 14. Respective Responsibilities of the Trustees and Independent Examiner. The Church's Trustees are responsible for the preparation of the accounts. The Church's Trustees consider that an audit is not required for this year under section 14412} of the Charities Act 2011 (the 2011 Act} and that an independent examination is needed. It is my responsibility to: Examine the accounts lunder section 145 of the 2011 Act),. To follow procedures laid down in the General Directions given by the Charity Commissioners {under section 145151{bl of the 2011 Actl- and To state whether any particular matters have come to my attention. Basis of Independent Examinerfs report. My examination was carried out in accordance with the general directions given by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the account presented with those records. It also includes consideration of any unusual items or disc105ures in the accounts and seeking explanations from you as trustees concerning any such matters. The procedures undertaken do not provide all of the evidence that would be required in an audit and consequently no opinion is given as to whether the accounts present a 'true and fair view, and the report is limited to those matters set out in the statement below. Independent Examiners Staternent In connection with my examination, no matter has come to my attention: l. Which gives me reasonable cause to believe that in any material respect to the requirements a. To keep accounting records in accordance with Section 130 of the 2011 act; and b. To prepare account5 which accord with the accounting records and comply with the accounting requirements of the 2011 Act have not been met: or 2. To which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached. 66 Beechwood Avenue Flanshaw Wakefield WF2 9JY Joanne Royle ACA Date GI31z3 15 HOLY TRINITY & STJUDE HALIFAX Annual Report and Financial Statement of the Parochial Church Council of Holy Trinity and St Jude. Halifax st For the year ended 31 December 2022 Priest In Charge Rev Stuart Stobart Treasurer Darrell Hudson Independent Examiner Joanne Royle HOLY TRINIFV &STIUDL The Parochial Church Council of Holy Trinity and St Jude's Church, Halifax Contents Financial Review.............................................................................................................................. Income Analysis............................................................................................................................... Bequest5.................................................................................................................................. Bad Debts................................................................................................................................ Expenditure Analysis... Assets- Stocks and Shares.............................................................................................................. Trusts held by The Wakefield Diocesan Church Organisation Society.................................... Charitable Contributions................................................................................................................. Outlook............................................................................................................................................ Financial Statements for the Year Ending 31 December 2022...................................................... Receipts and Payments Account5 . Statement of Assets and Liabilities. Notes to the Accounts............................................................................................................. Further Analysis of Receipts and Payments Accounts.................................................................. li ReceiptS.................................................................................................................................ii PaymentS...............................................................................................................................12 Glossary........................................................................................................................................ .14 Independent Examinerfs Report to the Trustees of Holy Trinity and St Jude's Church Halifax 15 io. Financial Review Although not without its challenges 2022 has. thankfully seen a continued easing of the restrictions from the COVID-19 pandemic and has allowed us to get some more of a sense of normality in our lives. However, this wasn't helped by the Russian invasion of Ukraine and the turmoil in the world financial markets which followed. Amongst other things this has contributed to the vast surge in inflation which is affecting all of u5. Although this has had an effect on Holy Trinity and St Jude's we have, thankfully, been protected from the massive rises in energy costs as we managed to secure fixed price deals until 2024 for electricity and 2025 for gas. Although we have had some unexpected expenses. which are detailed below, we have managed to keep expenditure within budget and income has been above our pe55imistic predictions which has left us in a good position, financially at the end of 2022. However, we are aware of considerable costs on the horizon which will make 2023 challenging. Income Analysis Voluntary receipts for the year are broadly in line with 2021. Planned Giving through envelopes and standing orders is approximately IO% lower than last year though contributions via the loose plate collections and card payments increased sufficiently to cover the shortfall. However, a knock-on effect of the fall in Planned Giving for 2023 is that the amount of gift aid tax relief we receive will also reduce. Social events have continued to provide welcome additional funds throughout the year and the sales of tea and coffee after our Sunday services, the Garden Party and the Christmas Fayre have raised over £3,000 between them. Income from investments is higher than in 2021 following the switch of some underperforming investments last year. We have also seen an increase in income from Bank Interest with interest rates having risen from 0.2% at the end of 2021 to 3.2% at the end of 2022. We continue to receive a steady income from the telecoms leases in the church tower which have contributed a little over £17,000 to church funds during the past twelve months. As in previous years this has been split equally between General Funds, the Fabric Fund and the Grants Fund with £5713 being credited to each of them. The Church Hall has continued to prove popular with income over twice the 2021 figure and exceeding the 2019 figure which was the last full year of normal operation. The decision during 2022 to stop taking one off party bookings and the increase in the hire charges to HOLYTRINITY &STJUtst help offset the increasing energy costs does not seem to have affetted demand. The hall is, once again, covering it's running costs and has made a healthy surplus of £5,326 after recovering the small deficit from last year. The Church Magazine is still proving popular although sales are not qLrite at the record levels seen in 2021. The Magazine has made a small surplus this year despite factors such as paper costs and postage being factored in for the latter half of the year. As always, we must praise the team who produce and deliver this highly regarded service. Bequests We have been made aware of two bequests to the church during the year. The first from the Late Selwyn Crabtree for an amount which will be determined once his estate has been wound up. The second is from the Late James Gordon Farrar for £2000. These bequests will not be available until the winding up of the estates has been completed so, at the moment. we do not know when the funds will be received. Bad Debts There is one bad debt for hire of the church hall for £230. This was pursued by the Treasurer and Hall Booking Manager and an admission of debt was obtained. The original debt was for £240 and a small reduction of £10 was received but on examination of the finances of the debtor it was apparent that there were no funds available to make further repayments and no further action for recovery of the remaining debt will be taken. Expenditure Analysis Aside from the Parish Share. the majority of the expenditure shown in the accounts 1£22,1931 relates to Church and Vicarage with a lower amount I£10,9661 being required to run the Church Hall. Both figures include Insurance costs, which, although the policy now covers all of our property in one policy, have been split between the Church and Church Hall in the same proportions as when two separate policies were held. Both Church and Hall Utility Bills are higher than in 2020, This is largely due to the increased usage although some impact was seen due to the recent rises in energy costs. We were fortunate in being able to fix Electricity Costs until August 2024 and Gas prices until September 2025 before the major rises occurred so we are shielded from major increases. We expect running costs to be 5 - 10% higher in 2023. particularly for the church hall as we are seeing an increase in regular booking5 which will result in increased heating costs. However, the higher rates of inflation seen in the second half of 2022 are likely to continue and will have a knock-on effect on our expenses. We have seen some unexpected costs during the year: £2192 to repair the sticking mechanism for the main Church Bell £580 to repair the power supply to the electric winding mechanism for the clock. £450 for repairs to the organ draw stop. £2062 for repairs to Organ pipes which had become distorted lalthough this was covered from the Organ Fund). £340 for repairs to one of the Church Central Heating Boilers. Fortunately, we have been able to contain other expenses and remain within the budget set for 2022. Assets - Stocks and Shares There have been no changes to investments during the year. However, the turmoil in the financial markets following the Russian invasion of Ukraine have inevitably had an effect. The value of our investments has fallen from£407.734.22 at the end of 2021 to £357,611.44, although this is still a growth of £84.722. The investments will continue to be monitored going forwards to ensure they continue to meet our requirements but we should also bear in mind that the investments we have chosen are primarily designed to provide income so capital growth may not be as high as with some other investments. A Breakdown of the Book Value and Current Value of the three Share Accounts is provided below. Account Book Val 60.543.27 181.183.00 31.162.78 £ 272.889.05 No Shareg 4011.270 10502.700 Pricè 30112122 Current Value ProfiVLos8 CBF Share Account I CBF Share Account 2 CBF Share Account 3 2CE6.1 2066.14( 2066.14 82,878.45 217.000.49 57.732.50 £ 357.611.44 22,335. 18 35.817 49 26.569 72 84.722.39 2794.220 HOLY TPlb41TY &srivoE Trusts held by The Wakefield Diocesan Church Organisation Society There is a small fund which is managed by the Leeds Diocesan Board of Finance with the funds being invested in a CCLA, CBF Church of England Deposit Account. Interest is paid to this CCLA account. The capital arose from the sale of the land and property of the old school site (Savile Hall Halifax) and were received in November 1987. The initial capital amount was 14,717.49 after costs of sale. The current balance in the account is £15,672.32 The understanding is that only the income from this fund can be accessed and it is for the general running expenses of the church meaning there is currently £954.83 available for use. Charitable Contributions Typically, the PCC and members of the congregation would have given support to a number of charitable causes during the year by way of retiring collections. Although not as numerous as before the COVID pandemic collections took place in April for the USPG Ukrainian appeal, in September for the Leprosy Mission and in October for the DEC Pakistan flood appeal. Collections have taken place for the Royal British Legion Poppy Day appeal and the Children's Society Christingle Appeal. with the collecting boxes being sent back directly to these organisations The PCC will 3150 continue to support various charities from PCC funds although no donations have been made so far from the fund available in 2022. Outlook A conservative view of income and a pessimistic view of expenditure when preparing the budget for 2023 indicates that we should have sufficient income to cover all of our normal operating expenses. This budget was prepared in Ortober 2022 based largely on experience from the first 9 month5 of 2022 and the latter part of 2021 where we had returned to fairly normal operations following the COVID-19 restrictions. We do have a significant income from telecoms companies for use of the Church Tower. The concern is that these leases are due for renewal with the 02/Vodafone contract expiring in July 2023 and the H3G/EE expiring the following April. It is likely that the renewed leases will see a reduction to between 40% and 60% of the current rates. A further concern is that income from planned giving has fallen over the past year. It is acknowledged that this Source of income is coming from a congregation which is increasingly mature and we do need to consider how we can maintain income levels from other sources going forwards. Hopefully this will not be a problem for many years to come and the support of our loyal and hardworking congregation will help us to flourish now that the COVID-19 restrictions have largely disappeared and our Church related activities increase. Although we have forecast that normal operating costs can be covered from income, there are a number of one-off costs which are anticipated in 2023 which will have to be covered from reserves. Estimates of these costs are as follows: Cost of Tree felling £10,000 Quinquennial Inspection £5,000 Chancel Steps £10,000 Architect's fees re Church Hall replacement £5,000 Further repairs to Lady Chapel after fungus issue and water ingress £io.000 Total £40,000 Currently there are sufficient funds in the CCLA deposit account to cover these costs and it is not anticipated that we will have to realise any investments for the time being. However, it must be stressed that these figures are high level estimate5 and actual figures may be much different. These figures do not include any expenditure for the actual Church Hall upgrade or replacement although that is unlikely to start next year. Darrell Hudson Honorary Treasurer HOL¥ TRINITY & Stiuoi Financial Statements for the Year Ending 31st December 2022 Receipts and Payments Accounts ReGei Unr44trfctsd R•#rf¢tsd Tot41 D￿￿gnated Fund$ Appeaisan Collec￿￿￿￿ Fund Totsi 2021 Volunts ftecelpts 01- Plannpd Giwng 02- ThhEr P&nneo GNn 03- Coiiectians ai SeNces 04- Gift Days. [knall￿$. chU￿h Boxes 06 Gfft AIQ Reco￿ 07- acies 08- Grant$ E38.561. Éo £4,SCbl 54 £3.004 2S £10,014.55 £ooD t6B.56168 £O.CK) È6.631.29 £3.OD4 25 £I0.Qf4 55 £000 £000 £*211.77 £42.367 40 £0 £2,77049 £1,734.14 £9.6$4 16 £0.00 £O.OD £56.$26.1• £o.rN) £000 £000 £oou £0 £0.00 £2.12$ 75 £0 EO. £58.085.02 Oth*rFund Ral￿n? Ac￿v5￿•• 09- F￿d Rai$lng- FetES, CThYee ML¥nin $ etc. £3.081 94 £40#1.&4 £Doo £3.￿7 94 &3,￿1.91 £2.946 45 £2.￿8.46 Incorne Invo*monts 10- 8ènk kntEr8s1 10- Dimde￿5 10- ftent trom LaiJ 8uNdings •3 £W29 £10.635 88 £5.7&3 24 £16,7$9.41 £189 70 £000 £71.426 46 £f1,81$.t6 £54999 £10.635 88 £17.189 70 £28.?75.$7 £1S.25 £10.037 72 £21.8￿ 56 £31,￿2.0? tè4 Churth A¢￿VI￿*S 11- Fees. Weddin $, Funerdia, Cwrses 12- cnuleh H811 Letiin 12- Chur¢n M8g5zine Sahs £0.00 £2.062 £000 £16.6790U £000 6,679.QO È2,062 00 £t6.679. £1.050.70 £19,791.70 £1.277 £8.575 CM) £1.330 90 £11.1UZ80 £1.050 70 Other Re￿1 13- OthEr Inc(me £0. £l.B33 13 £1.833.13 E2.333 13 £2,3J3.13 £66.118 54 .118.54 Tothi Incom• £79.53¥.•f £30,128.29 £2.120.7S £1fl.7*11 £164717.61 ments Unr•*rf¢tsll D•¥gnat¢d Totsi De&gn*t•d Fund6 R•*rl¢t¢d Apptllsalld Collèc￿￿￿$ Funo Totsi 2021 Cost ol Gèneraln Fun48 17- Cost of Fund Raisiny Acti￿11$ £0. E318 17 4318.17 U18.17 £481 68 £4U1.6$ £ts.OD Church A¢ivlOes 18- Mis5illn GIM 19- ￿aceS8￿ Share 21 CIEr9y £0 £47,$62.￿) E789 $7 £40,4$1.$7 £5000 £oou Éo £2,126 75 £5.916.17 £47.123 00 £1,286 50 £S4.325.5Y £47.662 E789 $7 £10,628.32 Chur¢h Exp?￿￿5 22- Pènsh EdUcat￿n and Trainin 23- cfmjrch Ruming Expènses 23- Church Insurance £2.126.75 £0.00 £2.062.$0 £oou £0. £10,966 13 touo tODO £13,028.63 £000 £11.725 26 £5.817 £4,761 60 EIO,966.13 £O.QD £8.17£ 44 £5.$40 00 É4.501 92 £e.961 10 £9,662 76 E5,817 £4,761 60 £0 cyi £1.024.93 ee1.44 1,327.73 25. Hall Running Cosls 25-M azine ano Beaks 8 ses 26- A￿lti￿oePendÈ￿ EX￿￿72l10Th Costs 8.2d £81 44 É34,J56.38 £432 00 £2•.629.21 or Capltsl Ex 27- MaJDr RepaitsiDetoratin 28- Re 29- N*YBUl￿1￿9 Wor - Churth Not8 5 E488 40 £0 £000 E48B 40 £000 EOOD EOOO EO £2,202 LKJ £000 ED £2,202.00 Oth•r expendllur• 99- Putchas8 of Flxea A$sei8 fQrCtr￿¢h E75 59 £101.50 É1BO.Q9 £0. £1,543 15 ,143.15 9g- (Kher Pa £75 59 £1.647 65 £1.723.24 ment$ £35,586 00 £576 9$ £36.162.99 Totsi ETh ndiwre £70,2n. É16,119.18 ,128.75 t•7.51&49 t121,801.49 Statement of Assets and Liabilities Cash Funt1¥ Unresttisted Fufjd5 Restrict￿ Fund5 tbsignaled Funds Total 2022 Cash Lloyds Virgin CCLA Dew511 A¢￿U￿t In*simenl Accounls 104.45 104 45 16.965.79 16,368.86 46.096.62 272.889.05 16.965 79 16.368 86 14.993 69 272.889 05 31.10293 Sub Totsi 321,217.39 31.207.38 3S2,424.n Other Monetsry A￿ts G￿ft Aid Reco*rdble Hall Hire Inwices ￿r [k¢em￿r 2021 Church Clock Sen4ce, PrÈpayment CCLI Licen￿$ Paid 7.189.50 7.189.50 1.086.00 20D.(K) 532.17 1.086.00 2(M).00 532.17 Totals 329,139.( 32,293.38 361.432.44 Notes to the Accounts 11 Accounting Policles The financial statements of the Parochial Church Council IPCC} have been prepared in accordance with the Church Accounting regulations 2006 using the Receipts and Payment5 basis. The accounts combine the funds under the control of the PCC. In line with Statement of Recommended Practice (Accounting and Reporting by Charities) ISORPI, all funds have been allocated to the following categories: Unrestrirted - Funds which the PCC may use at its discretion and which are available for the general purposes of the PCC. Designated- Unrestrirted funds which the PCC has set aside specifically. These funds can be moved to other funds Iredesignatedl if the PCC decides. Restricted - Funds which are subject to restrictions over their use, including collections held for paying over to specific organisations. 2) Investments Investment5 are stated at cost in the accounts. Their market value at the year-end is shown in section 4 above. HOLY TRINIFV &STIVDE 31 Interest and Dividends from Investments. Interest of £549.99 was received from monies deposited with the Central Board of Finance ICBFI. It is tradition that some of this interest is allocated to the Choir Members fund and the Organ fund, based on the average interest rate received and the balance on that fund. However, as the interest rates received over the past year have been so low that it was elected to allocate interest at a simple interest rate of 3Yo of the opening balance to that fund at the start of the year. £162.61 was allocated to the Organ Fund and £27.09 to the Choir Members fund. 41 Rent from Land and Buildings There was a small income of £50 from Queens Sports Club for the advertising sign in the church grounds on the corner of Free School Lane and Moorlands View. This was posted to General Funds. The majority of the income from land and buildings is from the Telecoms Leases for the communications masts on the Church Tower. The annual income from this source is currently £17,139.72. This is allocated evenly between General Funds, Fabric Fund and Grants Fund. 51 Major Repairs/Decorating- Church Further repairs will be required to the roof and timbers in the Lady Chapel. Interim work has been carried out to make the roof watertight over the Winter and the main work will be carried out in the New Year when the better weather starts. OLYTRINITY 61 Movements in Designated and Restricted Funds During the Year Opening 8alanco Incom Paym•nts Clo*ng Balancè Grants Fund 4.8.2b 1.933.19 5.713.23 7,596.42 Fabri¢ Fund 4.8.2c 7.094.05 5,713.23 12,318.88 Organ Fund 3, 8.2 5.420.25 162.61 2,062.50 3,520.36 Choir Members 8.1d 903.1S 67.09 72.84 Childrens Res6r¥o Fund 16.14 16.14 DO￿9￿atr￿ Super Wedn&￿aY Club 8.1 d. 8.2d 267.59 1,793.13 1,445.75 614.97 Cholr Chlldrèn Advanc?m8nt Fund $4S.00 645.00 Youth Group Fund 43.00 43.00 Choir Rob89 Fund 353.00 353.00 Church Hall 8.2d 386.10 16.679.00 10,966.13 S326.77 RB*iG10d Appeals and Coll•ction5 Fund 2,126.75 2,126.75 io & StIUDE 8. Further Analysis of Receipts and Payments Accounts Receipts 8.1 a Collections at SeNi¢es Unrestricted Funds Reslricled Funds Designated Funds Loose Plate Collections Sum Up Payments Rodeny Barnel Funeral Retiring Collection Retiring Collection for USPG Scipio Brook - Funeral Retiring Collection ALJdrey Johnson Leprosy Mission Sum-up Payments DEC Pakistan Flotyj appeal retiring collection 2,893 15 1.611.39 1.038.30 213.00 330.00 187.60 32.85 145.00 180.00 2,126.75 4.504.54 .1 b Glft Day4 Donation4 Church Boxes Unrestricted Funds Reslrieted Funds Designated Funds Donations 3,004.25 3.004.25 8.1 c Fund Raising - Feles Coffee Mornings etc. Unrestricted Funds Reslrieted Funds Designated Funds Garden Party Christmas Fayre Coffee Momings 328 91 2,026.47 636.56 2,991.94 8.1 d Other Income Unrestricted Funds Restricted Funds Designated Funds Super Wednesday Subscriptions Choir Wedding Fees Income Virgin Money Donation ie complaint 1,793.13 40.00 500.00 500.00 1,833.13 li HIXY TRINIIY Payments -2 a Cost of Fund Raisng A￿1vElIeS Unrestricted Funds Restricted Funds Designated Funds Garden Party Christmas Fayre 44.46 273.71 318.17 8.2 b Mi*on Givin Unrestricted Funds Restncled Funds Designated Funds Smile Train UK Leeds DBF re Buhemba Mara Gosia Gwazda-Lindsay USPG Stroke Association Alzheimers Society Leprosy Mission DEC Pakistan Flood Appe81 500.00 538.30 213.C 330.(KI 187.60 32.85 325.1)J 2.126.75 8.2 c Church Running Expenses Unreslrieled Funds Restricted Funds Designated Funds Church Cleaning Church TelephonelBroadband OrganlPiano Maintenance Other Church Expenses Aller Expenses Choir & Music Licences Printing. Postage and Stationery Upkeep of Churchyard 1,892.00 219.52 1,117.50 4,415.84 460.32 774.02 281.71 501.85 9.662.76 2,062.50 2,062.50 8.2 d Hall Running Expenses Unrestricted Funds Reslricled Funds Designated Funds Hall Cleaning Hall Insurance Hall Running costs other Hall Running Gas, Electricity and Water Hall TelephonelBroadband 5,227.62 2,262.17 986.46 2,400 44 8944 10.966.13 12 HQIY IRINITV &si 8.2 e Major RepaIr￿DecoratIn9- Church Unrestricted Funds Reslricled Funds Designated Funds Repairs to Central Heating Boiler Architects Fees re Dry Rot issue in Lady Chapel 337.80 150.60 488.40 8.2 f Purchase of Fixed Assetsfor Church Purposes Unrestricted Funds Restricted Funds Designated Funds DVD Player for Church AV Insla112tion 75.99 75.99 8.2 g Other Payments Unrestricted Funds Restricted Funds Designated Funds Sundry Expenses Choir Lunch Super Wednesday club running costs 104.50 97.40 1,445 75 1,543.15 104.50 13 Glossary Abbreviation Meaning Central Board of Finance (See CCLAI Churches Charities and Local Authorities lorganisation investing funds on behalf of these 3 sectors) Christian Copyright Licencing International Ltd Diocesan Board of Finance CBF CCLA CCLI DBF HMRC Her Majesties Revenue and Customs Parochial Church Council pcc RPF Returns of Parish Finance SOFA Statement of Financial Activities Statement of Recommended Practice (Accounting and Reporting by Charitiesl SORP Approved by the PCC 12 of Rcea 2023 Treasurer Chair 14 K)IV TRINIT¥ & StIUDÈ 10. Independent Examiner's Report to the Trustees of Holy Trinitv and St Jude's Church Halifax This 15 my report on the accounts of the Church for the year ended 3151 December 2022 as set out on pages 7 to 14. Respective Responsibilities of the Trustees and Independent Examiner. The Church's Trustees are responsible for the preparation of the accounts. The Church's Trustees consider that an audit is not required for this year under section 14412} of the Charities Act 2011 (the 2011 Act} and that an independent examination is needed. It is my responsibility to: Examine the accounts lunder section 145 of the 2011 Act),. To follow procedures laid down in the General Directions given by the Charity Commissioners {under section 145151{bl of the 2011 Actl- and To state whether any particular matters have come to my attention. Basis of Independent Examinerfs report. My examination was carried out in accordance with the general directions given by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the account presented with those records. It also includes consideration of any unusual items or disc105ures in the accounts and seeking explanations from you as trustees concerning any such matters. The procedures undertaken do not provide all of the evidence that would be required in an audit and consequently no opinion is given as to whether the accounts present a 'true and fair view, and the report is limited to those matters set out in the statement below. Independent Examiners Staternent In connection with my examination, no matter has come to my attention: l. Which gives me reasonable cause to believe that in any material respect to the requirements a. To keep accounting records in accordance with Section 130 of the 2011 act; and b. To prepare account5 which accord with the accounting records and comply with the accounting requirements of the 2011 Act have not been met: or 2. To which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached. 66 Beechwood Avenue Flanshaw Wakefield WF2 9JY Joanne Royle ACA Date GI31z3 15