OpenCharities

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

2024-12-31-accounts

The Parish of Hordon, Orsett and Bulphan

Financial Statement for the year ending 2024

  1. Notes to be considered when reading the accounts for the year ending 2024. This was the year following the United Benefice of Orsett, Horndon and Bulphan amalgamating to become The Parish of Horndon, Orsett and Bulphan. It should be noted for the purposes of these accounts, total income figures for 2023 are predominantly for St Giles & All Saints, Orsett and partial income and expenditure for Horndon and Bulphan.

Therefore, it is important to note that any comparisons made against 2023 figures are unreliable as they are not representative of The Parish of Horndon, Orsett and Bulphan.

The report for 2025 will be the first report where year on year comparisons can be made.

  1. The report for the APCM is generated using My Fund Accounting. This software was trialled by Orsett in the year preceding the amalgamation of the three churches. As a result, this report contains information which is applicable only to Orsett as well as for the Parish of Horndon, Orsett and Bulphan.

  2. As a result of the above, the Statement of Assets and Liabilities shows three accounts that were in use by Orsett pre amalgamation. These accounts are:

6501A: Bank Account Orsett 6505A: Barclays Business Account Orsett 6510A: CCLA (CBF) Deposit Account 5001D

These accounts are now closed with the balances transferred to the Parish of Horndon, Orsett and Bulphan’s main account. The balances for 2024 show as £0.

As of 2024, we now have one current account and one savings account for the Parish.

The Parish of Horndon, Orsett and Bulphan

Financial Statement for the year ending 2024

Receipts and payments

From 01 January 2024 01 January 2023
Note
To
31 December 2024 31 December 2023
Orsett Church Reordering - Orsett Church Reordering (Restricted) Fund
Income and endowments from:
Donations and legacies
Non-recurring one-off grants - £3000.00
Total Donations and legacies - £3000.00
Investments
Bank and building society interest £1969.92 -
Total Investments £1969.92 -
Total Income and endowments from: £1969.92 £3000.00
Expenditure on:
Expenditure on charitable activities
Administration £6000.00 £8040.00
Total Expenditure on charitable activities £6000.00 £8040.00
Total Expenditure on: £6000.00 £8040.00
Excess of Income and endowments over Expenditure (£4030.08) (£5040.00)
Brought forward balance - -
Transfers to/(from) £143203.13 £5040.00
Total carried forward balance £139173.05 -
Gill Blake - Gill Blake (Restricted) Fund
Expenditure on:
Expenditure on charitable activities
Parish training and mission £187.95 -
Administration - £217.10
Total Expenditure on charitable activities £187.95 £217.10
Total Expenditure on: £187.95 £217.10
Excess of Income and endowments over Expenditure (£187.95) (£217.10)
Brought forward balance (£217.10) -
Transfers to/(from) £5746.52 -
Total carried forward balance £5341.47 -

General - General Fund (Unrestricted) Fund

Income and endowments from:

Donations and legacies
Gift Aid - Bank
Gift Aid - Envelopes
Other planned giving
Loose plate collections
Sum up Donations
Giving through church boxes
One-off Gift Aid gifts
Donations appeals etc
Tax recoverable on Gift Aid
Other funds generated
Total Donations and legacies
Income from charitable activities
Oasis Cafe
Fees for weddings and funerals
Church hall lettings - objectives
Total Income from charitable activities
Other trading activities
Church hall lettings - fund raising
Magazine income - advertising
Parish magazine sales
Total Other trading activities
Investments
Bank and building society interest
Rent from lands or buildings
Total Investments
Total Income and endowments from:
Expenditure on:
Raising funds
Costs of fetes & other events
Total Raising funds
Expenditure on charitable activities
Home mission
Ministry parish share etc
Assistant staff costs
Working expenses of incumbent
£3802.00
£1945.00
£112.00
£54.00
£26609.04
£17725.38
£11191.48
£5866.58
£5751.30
-
-
£9.77
£1888.00
£352.94
£7865.76
£12735.64
£11146.38
£3298.02
£11958.26
£20425.90

£80324.22
£62413.23
£1477.60
£1523.96
£8656.00
£10639.50
-
£25.00

£10133.60
£12188.46
£309.00
£205.00
£884.50
£93.30
£982.00
£153.00

£2175.50
£451.30
£788.71
£356.22
£12.00
-

£800.71
£356.22
£93434.03
£75409.21
£954.77
£7581.47

£954.77
£7581.47
£120.60
£127.11
£59500.00
£33000.00
£28.70
£165.30
£587.92
£673.10
Vicar's telephone
Parish training and mission
Church running - insurance
Church office - telephone
Organ / piano tuning
Church maintenance
Cleaning
Upkeep of services
Upkeep of churchyard
Administration
Visiting speakers / locums
Church running - electric
Church running - gas
Church running - water
Magazine expenses
Sum up Fees
Church major repairs - structure
Total Expenditure on charitable activities
Other expenditure
License Fees
Total Other expenditure
Total Expenditure on:
Excess of Income and endowments over Expenditure
Brought forward balance
Transfers to/(from)
Total carried forward balance
BCK - Bulphan Clock (Restricted) Fund
Expenditure on:
Expenditure on charitable activities
Church maintenance
Total Expenditure on charitable activities
Total Expenditure on:
Excess of Income and endowments over Expenditure
Brought forward balance
Transfers to/(from)
Total carried forward balance
£105.00
£50.00
£45.00
£818.37
£10489.60
£7101.62
-
£47.60
£435.00
£267.60
£1289.88
£1267.95
£90.00
-
£2573.25
£1906.45
£2119.99
£906.88
£2639.34
£2309.97
£35.60
-
£5640.70
£3356.07
£6169.83
£2497.08
£1207.66
£426.16
£1472.97
£663.47
£86.35
-
-
£16025.31

£94637.39
£71610.04
£1078.08
-

£1078.08
-
£96670.24
£79191.51
(£3236.21)
(£3782.30)
£12678.45
£6653.36
-
£9807.39
£9442.24
£6653.36
£188.29
-

£188.29
-
£188.29
-
(£188.29)
-
-
-
£1184.00
-
£995.71
-

Bulphan Specific - Bulphan Specific Fund (Restricted) Fund

Income and endowments from:

Donations and legacies
One-off Gift Aid gifts
Donations appeals etc
Legacies
Other funds generated
Total Donations and legacies
Total Income and endowments from:
Expenditure on:
Expenditure on charitable activities
Upkeep of services
Upkeep of churchyard
Total Expenditure on charitable activities
Total Expenditure on:
Excess of Income and endowments over Expenditure
Brought forward balance
Transfers to/(from)
Total carried forward balance
Horndon Specific - Horndon Specific Fund (Restricted) Fund
Income and endowments from:
Donations and legacies
Donations appeals etc
Other funds generated
Total Donations and legacies
Investments
Bank and building society interest
Total Investments
Total Income and endowments from:
Expenditure on:
Raising funds
Costs of fetes & other events
Total Raising funds
Expenditure on charitable activities
Organ / piano tuning
Upkeep of churchyard
£1500.00
-
£750.00
-
£50000.00
-
-
£5455.99

£52250.00
£5455.99
£52250.00
£5455.99
£10664.40
-
£1548.00
-

£12212.40
-
£12212.40
-
£40037.60
£5455.99
£9109.88
-
-
£3653.89
£49147.48
-
£10424.00
-
£67245.62
£23343.73

£77669.62
£23343.73
£78.06
-

£78.06
-
£77747.68
£23343.73
£284.00
-

£284.00
-
£10039.00
-
£3050.00
-
Administration
Church interior and exterior decorating
Total Expenditure on charitable activities
Total Expenditure on:
Excess of Income and endowments over Expenditure
Brought forward balance
Total carried forward balance
Orsett Specific - Orsett Specific Fund (Restricted) Fund
Income and endowments from:
Donations and legacies
Donations appeals etc
Tax recoverable on Gift Aid
Non-recurring one-off grants
Other funds generated
Total Donations and legacies
Other income
Insurance claims
Total Other income
Total Income and endowments from:
Expenditure on:
Expenditure on charitable activities
Church maintenance
Upkeep of churchyard
Total Expenditure on charitable activities
Total Expenditure on:
Excess of Income and endowments over Expenditure
Brought forward balance
Transfers to/(from)
Total carried forward balance
CYP - Children And Young People (Designated) Fund
Income and endowments from:
Donations and legacies
Donations appeals etc
Other funds generated
£300.00
-
-
£4375.00

£13389.00
£4375.00
£13673.00
£4375.00
£64074.68
£18968.73
£18968.73
-
£83043.41
-
£750.00
£7770.80
£125.00
-
-
£7147.20
-
£258.00

£875.00
£15176.00
-
£3350.00

-
£3350.00
£875.00
£18526.00
-
£7147.20
£490.00
£3600.00

£490.00
£10747.20
£490.00
£10747.20
£385.00
£7778.80
-
-
-
(£7778.80)
£385.00
-
£821.56
-
-
£1160.89
Total Donations and legacies
Total Income and endowments from:
Expenditure on:
Expenditure on charitable activities
Home mission
Parish training and mission
Total Expenditure on charitable activities
Total Expenditure on:
Excess of Income and endowments over Expenditure
Brought forward balance
Total carried forward balance
Rector - Rector's Discretionary (Designated) Fund
Income and endowments from:
Donations and legacies
Donations appeals etc
Total Donations and legacies
Total Income and endowments from:
Expenditure on:
Raising funds
Costs of fetes & other events
Total Raising funds
Expenditure on charitable activities
Working expenses of incumbent
Parish training and mission
Total Expenditure on charitable activities
Total Expenditure on:
Excess of Income and endowments over Expenditure
Brought forward balance
Total carried forward balance
Rectory - Rectory Decorating Fund (Designated) Fund
Brought forward balance
Total carried forward balance

£821.56
£1160.89
£821.56
£1160.89
£73.00
£59.13
£818.37
-

£891.37
£59.13
£891.37
£59.13
(£69.81)
£1101.76
£1564.70
£462.94
£1494.89
£462.94
-
£260.19

-
£260.19
-
£260.19
-
£70.00

-
£70.00
-
£100.00
£90.36
-

£90.36
£100.00
£90.36
£170.00
(£90.36)
£90.19
£1679.76
£1589.57
£1589.40
£1589.57
£757.26
£757.26
£757.26
£757.26

Agency collection (Restricted) Fund

Income and endowments from:

Donations and legacies
Other funds generated
£216.90
-
Total Donations and legacies
£216.90
-
Total Income and endowments from:
£216.90
-
Excess of Income and endowments over Expenditure
£216.90
-
Brought forward balance
-
-
Total carried forward balance
£216.90
-
Statement of Assets and Liabilities
General
Designated Restricted
Endowment
Total
Last year
Donations and legacies
Other funds generated
£216.90
-
Total Donations and legacies
£216.90
-
Total Income and endowments from:
£216.90
-
Excess of Income and endowments over Expenditure
£216.90
-
Brought forward balance
-
-
Total carried forward balance
£216.90
-
Statement of Assets and Liabilities
General
Designated Restricted
Endowment
Total
Last year
£216.90
-

£216.90
-
£216.90
-
£216.90
-
-
-
Current Asset - Cash At Bank And In Hand
6501: Bank Current Account
6501A: Bank Current Account Orsett
6505: Bank Deposit Account
6505A: Barclays Business Account Orsett
6510A: CCLA (CBF) Deposit Account 5001D
Total
Liability - Agency Accounts
6699: Agency collections
Total
Net total assets
Represented by
General (Unrestricted)
Designated - CYP
Designated - Gill Blake
Designated - Orsett Church Reordering
Designated - Rector
Designated - Rectory
Restricted - BCK
Restricted - Bulphan Specific
Restricted - Gill Blake
Restricted - Horndon Specific
Restricted - None
Restricted - Orsett Church Reordering
Restricted - Orsett Specific
Total
£8613.66
£126304.51
(£60322.75)
-
£74595.42
£41248.99
(£493.61)
-
£493.61
-
-
-
£545.31
(£148243.13)
£365779.86
-
£218082.04
£148243.13
£267.96
£20893.64
(£21161.60)
-
-
-
£508.92
£4886.53
(£5395.45)
-
-
£6085.71
£9442.24
£3841.55
£279393.67
-
£292677.46
£195577.83
-
-
£1090.65
-
£1090.65
£902.50

-
-
£1090.65
-
£1090.65
£902.50
£9442.24
£3841.55
£278303.02
-
£291586.81
£194675.33
£9442.24
-
-
-
£9442.24
£12678.45
-
£1494.89
-
-
£1494.89
£1564.70
-
-
-
-
-
£5746.52
-
-
-
-
-
£143203.13
-
£1589.40
-
-
£1589.40
£1679.76
-
£757.26
-
-
£757.26
£757.26
-
-
£995.71
-
£995.71
-
-
-
£49147.48
-
£49147.48
£9109.88
-
-
£5341.47
-
£5341.47
(£217.10)
-
-
£83043.41
-
£83043.41
£18968.73
-
-
£216.90
-
£216.90
-
-
-
£139173.05
-
£139173.05
-
-
-
£385.00
-
£385.00
-
£9442.24
£3841.55
£278303.02
-
£291586.81
£194675.33

Analysis of income and expenditure

Total
Unrestricted
Designated Restricted
Endowment
This year
Last year
INCOME AND ENDOWMENTS FROM:
Donations and legacies
0101 - Gift Aid - Bank
0110 - Gift Aid - Envelopes
0201 - Other planned giving
0301 - Loose plate collections
0302 - Sumup Donations
0410 - Giving through church boxes
0501 - One-off Gift Aid gifts
0550 - Donations appeals etc
0601 - Tax recoverable on Gift Aid
0701 - Legacies
08A1 - Non-recurring one-off grants
0901 - Other funds generated
Donations and legacies Totals
Income from charitable activities
0902 - Oasis Cafe
1101 - Fees for weddings and funerals
1230 - Church hall lettings - objectives
Income from charitable activities Totals
Other trading activities
1240 - Church hall lettings - fund raising
1250 - Magazine income - advertising
1260 - Parish magazine sales
Other trading activities Totals
Investments
1020 - Bank and building society interest
1030 - Rent from lands or buildings
Investments Totals
Other income
1310 - Insurance claims
Other income Totals
Income and endowments Grand totals
£3802.00
-
-
-
£3802.00
£1945.00
£112.00
-
-
-
£112.00
£54.00
£26609.04
-
-
-
£26609.04
£17725.38
£11191.48
-
-
-
£11191.48
£5866.58
£5751.30
-
-
-
£5751.30
-
-
-
-
-
-
£9.77
£1888.00
-
£1500.00
-
£3388.00
£352.94
£7865.76
£821.56
£11924.00
-
£20611.32
£21861.56
£11146.38
-
£125.00
-
£11271.38
£3298.02
-
-
£50000.00
-
£50000.00
-
-
-
-
-
-
£10147.20
£11958.26
-
£67462.52
-
£79420.78
£60309.62

£80324.22
£821.56
£131011.52
-
£212157.30
£121570.07
£1477.60
-
-
-
£1477.60
£1523.96
£8656.00
-
-
-
£8656.00
£10639.50
-
-
-
-
-
£25.00

£10133.60
-
-
-
£10133.60
£12188.46
£309.00
-
-
-
£309.00
£205.00
£884.50
-
-
-
£884.50
£93.30
£982.00
-
-
-
£982.00
£153.00

£2175.50
-
-
-
£2175.50
£451.30
£788.71
-
£2047.98
-
£2836.69
£356.22
£12.00
-
-
-
£12.00
-

£800.71
-
£2047.98
-
£2848.69
£356.22
-
-
-
-
-
£3350.00

-
-
-
-
-
£3350.00

£93434.03
£821.56
£133059.50
- £227315.09
£137916.05

EXPENDITURE ON:

Raising funds
1730 - Costs of fetes & other events
Raising funds Totals
Expenditure on charitable activities
1850 - Home mission
1910 - Ministry parish share etc
2001 - Assistant staff costs
2101 - Working expenses of incumbent
2150 - Vicar's telephone
2201 - Parish training and mission
2301 - Church running - insurance
2310 - Church office - telephone
2320 - Organ / piano tuning
2330 - Church maintenance
2331 - Cleaning
2340 - Upkeep of services
2350 - Upkeep of churchyard
2360 - Administration
2370 - Visiting speakers / locums
2401 - Church running - electric
2410 - Church running - gas
2420 - Church running - water
2501 - Magazine expenses
2602 – Sum up Fees
2701 - Church major repairs - structure
2720 - Church interior and exterior decorating
Expenditure on charitable activities Totals
Other expenditure
2361 - License Fees
Other expenditure Totals
Expenditure Grand totals
£954.77
-
£284.00
-
£1238.77
£7651.47

£954.77
-
£284.00
-
£1238.77
£7651.47
£120.60
£73.00
-
-
£193.60
£242.10
£59500.00
-
-
-
£59500.00
£33000.00
£28.70
-
-
-
£28.70
£165.30
£587.92
-
-
-
£587.92
£773.10
£105.00
-
-
-
£105.00
£50.00
£45.00
£908.73
£187.95
-
£1141.68
£818.37
£10489.60
-
-
-
£10489.60
£7101.62
-
-
-
-
-
£47.60
£435.00
-
£10039.00
-
£10474.00
£267.60
£1289.88
-
£188.29
-
£1478.17
£8415.15
£90.00
-
-
-
£90.00
-
£2573.25
-
£10664.40
-
£13237.65
£1906.45
£2119.99
-
£5088.00
-
£7207.99
£4506.88
£2639.34
-
£6300.00
-
£8939.34
£10567.07
£35.60
-
-
-
£35.60
-
£5640.70
-
-
-
£5640.70
£3356.07
£6169.83
-
-
-
£6169.83
£2497.08
£1207.66
-
-
-
£1207.66
£426.16
£1472.97
-
-
-
£1472.97
£663.47
£86.35
-
-
-
£86.35
-
-
-
-
-
-
£16025.31
-
-
-
-
-
£4375.00

£94637.39
£981.73
£32467.64
- £128086.76
£95204.33
£1078.08
-
-
-
£1078.08
-

£1078.08
-
-
-
£1078.08
-

£96670.24
£981.73
£32751.64
-
£130403.61 £102855.80

Independent eiaiiiini'r's rLport to the PCC lor Horndon: Orsert: & Bulpban. I rep()rl (Jii IliL accuunts ol-lhe PC'C Ic)r ihL l'ear endLd 31 DeLember U?4 Iihis opiIIi()11 IS ljjl'lii in ihe ¢cTrntexi o1.1￿ impail ol'the final irJiisition i)f tlie tl)rLe indLPLnileni parÈslics ai the Siart ofihL' I"¢clr. knm¢ direLi i ear L)n i"Lar ioinparisoiis h4ll'L IK"L'II PC)Ssibli. bui Iioi <111 as Iknal iransiiivii iii)Ii LciniplLILxl in il)¢ currL'iII ve<1r. l-ull i()Inpari.%i)n ii'FII ￿. Jchiei'ablL ai tlie L'nd lit )11?.ii. Resi?LX'tii'ib rc%pon.¥ibilitie5 tsf the PCC" dD(l the exaniiner Tl)e LhJritw s Irustees con%ider ihul an aLKIii is not rL'q¢iifL.d lor this i"Lar undLr SL'LIioii 1441!1 i)r the Chdrities Aci ?01 I Iilie ?0 I l Act) aiid Ilial wi Iiidcpciident L.Kaiiiiiiaiioii is iie¢dcd. li 1% iiii. respon8ibilii)- io Fxamiiie thL' dCCOLlllls under %cciion 14) ol'ih¢ ?0 I l Aci- Fi)Ilui¥ pri)ccdurL"s laid dom'l) iii ihL¥ (yenLral direLlions Lpji'en bj. Ihe Charilv Ci)Inmis5ioners seciion 1451illbi ()fihL ?01 I Aci: arid SiaiL Ii'heiliL'r ￿rtiCular mdtiers havL come to m¥. aiiLiilion. B45is vf Independe￿t Exaniiners StatL'meut. Mv e.Yan?ination i¥Js carricd ottt in aLC(IrdanLL li iih ihL G¢iicrdl l)irL'LIi()IlS 45jl'Lli bN' Lh¢ Cl)arili Ctsm5lliSsion. An eiamiiiaiÈoii inLlude5 a r¢i'iLII Iil'ihe dccouJiii13iy f¢cLirds kepi b), [11¢ chariii and a comparison ofthe ac¢ouiiis pr¢%enled ii.iih (h05e r¢cords. It 1150 iiicliidLs con%id¢raiion of an¥- Iinusiidl itiiii% i)r disclo%iirL'S iji ilie aLCOUnis and SLLkii)g' Lxplcinations Irom iliL niaiiagLinent coiiiiiiitlce LiincLmin(F ani such tILI%. 'rhL' procedures unilinak'en do not prol'ide all EhL" ei'idLI)Li ihai ii(Iiild he requirL￿ iii a lull audit. and conscquentlv I do noi cxpr¢ss an cipinion on the alcounis. Indvpendent examiner's statement Iii coi?n¢ciion %vith mi, e.xaminaiioii. no mati¢r has come lo mi, aiieniion: .liich gives me rcasonablL cause to klici'e ihai in dn), material respeci the rcquirLnieiiis io k¢ep accounting records in accordance i￿1(b s.130 of ihe 201 l Act.. or to pr¢par¢ accounis. Ivhich aLcord ivith ihese accountincl rLcord5 have not beeii mei- or i?) lo ￿ hiLh. in m}, opinion. atteniion should be draii'n order to enable d prnper undersl<indin!T Ot'ih£' a￿Oun[S io ￿ reached. IsigFnedl {Duie) Ir Ml1￿￿,n P()riir cpfA Inipits LJn¢ C'iirriniilidni ESSLX SSI 79AD