St Michael's ALPHINGTON The Parish of St Michael & All Angels Alphington Annual Report and Financial Statements of the Parochial Church Council for the year ended 31st December 2023 Rector: The Re¢d Michael Partridge ril Bankers: Natwest, Exeter Independent Examiner: Steve Muncer FCCA Our web site: www.alphingtonstmichaels.org Address for correspondence: St Michael & All Angels Church, Rectory Drive, Alphington, EX2 8XJ Telephone: 01392 662280 (Church Office) The PCC of the Ecclesiastical Parish of St Michael & All Angels, Alphington Registered Charity Number 1200412
The Parochial Church Council of St Michael & All Angels Alphington Annual Report for the year ended 31st December 2023 Aim and Purpose The Parochial Church Council (the PCC) of the Ecclesiastical Parish of Alphington has the responsibility of co- operating with the Rertor, the Reverend Mike Partridge, in promoting in the parish, the whole mission of the Church, pastoral, evangelistic, social and ecumenical (PCC [Powers] Measure 1956). Objectives and Activities The PCC is committed to enabling as many peop.le as possible to worship at our church and to become part of our parish family. Wé are a community of people passionate about 'Knowing Jesus and Sharing Jesus". Our services and worship put faith into practice through prayer, scripture, music and sacrament, enabling ordinary people to live out their faith as part of our parish community through: A warm welcome from a church family gathered to learn more about God; Worship and prayer; Impactful preaching, to learn about the Gospel and develop our trust in Jesus; Provision of pastoral care and social interaction with people around the parish; and Mission and outreach in thè local community arid beyond. When planning our artivities, the PCC has considered the Charity Commission's guidance on public benefit, and in particular the specific guidance on charities for thÈ advancement of religion. Achievements and Performance In previous years we have noted the impact of COVID on the worship and life of St Michael's. Unless there are any significant changes, this should be the last time such comments are made. The lesson about hygiene, and transmission of disease through touch and airborne particles has been widely learned, and has changed everyday life to some extent. Some people are still reluctant to share the Common Cup, and variety has become something we live with as people take Communion. This is also the case with Sharing of The Peace. However our pattern of Worship is no longer affected by COVID and it is a joy to be able to come together as a Christian family and see the number regularly attending church services on the increase. Worship and Prayer The PCC offers a range of services, not just on Sundays, that our community find both beneficial and spiritually fulfilling. There are different styles of Sunday morning service that cater for all tastes. We continue to reach out to families through our ' Sunday IStIl service. This has grown and the number of children present has increased. We continue to employ a Church and Community Families Worker. Sunday services are complemented by a more traditional Wednesday morning Holy Communion. In addition, Open Church continues to provide a quiet space for prayer and a chat over a cup of coffee and cake, and home groups provide opportunity for bible study, prayer and fellowship in a smaller more informal group setting. Community Outreach St Michael's continues to successfully reach out into the community in a variety of ways: Chatterbox community cafe Lunchbox community lunch Begin Well prenatal courses Chattertots toddler group
Who Let the Dads Out- a new project that commenced September 2023 enabling dads, grandads and father figures to spend quality time with their children Children and youth activities, including schools work Little Big Band Bell Ringers Christians Against Poverty Money Coaching The project to reach out and strengthen the growing housing development in SW Exeter. This is likely to see significant progress in the coming year. A fuller report on these groups and other activities is published at the APCM and more details can be found on our website: www.alphingtonstmichaels.org. Our monthly parish magazine 'Alphington Life" also continues to be an effective way of keeping the church connected with the wider community and to share local news. A big thank you to everyone involved. Mission and Evangelism Helping those in need is an important demonstration of our faith. The church has two mission partners, the Barkers with SIM in Pakistan & Asia and ICE (Initiative in Christian Education) doing amazing work in local schools. In addition, we support several local and national charities via special collections and other activities. An amazing £5,535 was sent to our mission partners and other charities during 2023. Deanery Synod 1 31 5 Three members of the PCC sit on the Christianity Deanery Synod. This provides the PCC with a link with the churches around us and with the Diocese as a whole. It also receives reports from the General Synod. Financial Review St Michael's had a good year financially with total reserves under the control of the PCC growing by £34,167 to £149,516. Most of this growth was due to a legacy of £37,966 from Jeane Hambly. Whilst there were no restrictions attached, it is included as a designated reserve whilst a specific use in her memory is agreed; There was a small surplus of £3,081 on general reserves leaving £49,027 of general funds. General receipts grew to £129,229 (2022: £112,024). Whilst regular giving via the Parish Giving Scheme, standing orders, weekly envelopes and associated gift aid increased slightly, this was supplemented by an increase in one-off donations, gift day and several successful fundraising events. We are so grateful for the continued generosity of our church family and community as St Michael's receive no government funding. Sadly, general payments rose too to £120,823 (2022: £116,871) primarily due to increased energy costs of £13,022 (2022: £5,149), although these should fall in 2024. Our biggest commitment remains the Diocesan 'Parish Share, at £80,738 (2022: £79,251), our local contribution towards the cost of stipends and housing for all clergy across the Diocese. The church is also committed to funding the Church and Community Families Worker at a cost of £9,543 in 2023. currently covered by designated reserves. Designated reserves ended the year at £93,470 (2022: £62,836), analysed in note 11 to the accounts. These together with £49,027 of general funds leaves £142,496 of unrestricted reserves carried forward. Whilst this appears to be a healthy position, we are mindful of the pending tower repairs costs which are likely to be significant. There are a further £7,019 (2022: £6,567) of restricted funds for specific causes defined by the donors. There are also £275,484 (2022: £244,746) of restricted endowment funds, analysed in note 10. These are held by the Exeter Diocese Board of Finance as custodian trustees on behalf of the PCC. Investment income is available to the PCC to be expended in accordance with the restricted purposes specified by the original donors.
Reserves Policy The PCC has resolved to maintain, if possible, a balance on our General (unrestricted) Fund of £22,500, which equates to three months, unrestricted payments to cover for emergencies that arise from time to time. The general balance of £49,027 is comfortably in excess. There are also £93,470 of unrestricted reserves designated towards specific causes. It is the PCC policy to hold surplus funds in an easy access bank deposit account or low risk CCLA Church of England deposit fund. There are further long term perpetual funds held by the Exeter Diocese Board of Finance as custodian trustees invested in CCLA Investment Funds. Church Fabric The PCC is responsible for maintaining the fabric of the church which is a Grade Il. Listed Building, supported by a dedicated Fabric Committee. In addition to general repairs and maintenance, there are two matters worthy of note: There are ongoing issues with the tower that require significant expenditure to repair. Issues include masonry falling, pinnacles and other carvings in a poor state, visible cracks and a leaking lead roof at the end of its life. A structural survey was completed in 2022 as the first step in guiding necessary works followed by a more detailed survey including a defrass to ensure safety. This identified further works. A further very detailed survey was undertaken in 2023 to allow the church architect to identify individual stones that need to be replaced or turned. The architect will now prepare tender documents and invite suitably experienced contractors to tender for remedial work. In early 2023 the church entered the 'Bèst Devon Churchyard, competition organized by the Campaign to Protect Rural England (CPRE). The church was awarded the first prize which reflects the care with which the churchyard is managed for people and wildlife by a team of volunteers. Safeguarding The PCC has complied with the duty under sertion 5 of the Safeguarding and Clergy Discipline Measure 2016 (duty to have regard to House of Bishops, guidance on safeguarding children and vulnerable adults). Volunteers The members of the PCC would like to thank all the volunteers who work so tirelessly to make our Church a lively and vibrant community. Special thanks go to our Churchwardens, Roger Noden and Sue Noden. Church Attendance and the Electoral Roll At the end of 2023 there were 144 parishioners on the, Electoral Roll, 102 of whom live within the parish. 8 names were added during the year, and 5 were removed, either because of death or moving away. The, average Sunday attendance at the 11am Service was 73. This number increased significantly at Easter, Harvest and Christmas. Those who are unable to attend services in person can participate via Youtube. This has also enabled those who are not able to attend in pérson, to be part of funeral services. ',il As well as our regular services, we enable our community to celebrate and thank God at the milestones of the journey through life. There have been 6 baptisms, 2 weddings and 5 funerals during the year. There is a busy Pastoral Group, who undertake home visits and meet to pray for those who need support. The Rertor and lay ministry team visit parishioners to give them Communion in their own homes or care homes. Structure, Governance and Management The method of appointment of PCC members is set out in the Church Representation Rules. The Council comprises the Incumbent (Rector), the Churchwardens, the Licensed Lay Ministers, those elected to the Deanery Synod, and other members who are elected at the Annual Parochial Church Meeting by those on the Elertoral Roll. Members of the congregation are always encouraged to join the Electoral Roll, and to consider standing for election to the PCC.
The PCC members (as charity trustees) are responsible for making decisions on all matters of general concern and importance to the parish, including all financial matters. The full PCC met four times during the year, with an average level of attendance of 83%. Given its wide responsibilities, the PCC has set up a number of sub committees, each dealing with a particular aspect of parish life. These include the Standing Committee, Communications, Fabric, Finance, and Children, Youth & Families Management Committee. Each reports to the full PCC. Administrative Inforniation St Michael & All Angels Church is situated at Rectory Drive, Alphington, Exeter, EX2 8XJ and is part of the Christianity Deanery in the Diocese of Exeter within the Church of England. The PCC is a body corporate (PCC Powers Measure 1956, and the Church Representation Rules 2006). In 2022 the PCC of St Michael and All Angels Alphington became a separate registered charity (Registered Charity No. 1200412) as total receipts exceed £IOOk. PCC members who have served from 1st January 2023 until the date this report was approved were: Ex Officio The Incumbent Curate The Re¢d Mike Partridge , The Rewd Adrian Butland Chair Churchwardens Mr Roger Noden Mrs Sue Noden >',Yl -.B,' Vice Chair Deanery Synod Reps Mr Anthony Cummings Mr Alan Douglas from 29th March 2023" Miss Sarah Ellery to 28th March 2023 Mrs Juliet Meadowcroft , Licensed Lay Minister nominated by the PCC Jr Elected Members 2021-2024 Mrs Ruth Ramsbottom Mrs Joy Littlefair Mrs Julia Tooth,. .. Miss Deborah Philpott Miss Kathryn Rowden Mrs Marion Andrews Mrs Carolyn Bull Mr Paul Ramsbottom Mr Brian Willcocks Mrs Karen Brooks ,, Miss Jacqui Edwards Miss Christine Hawkins Mrs Sue Western 2022-2025 Honorary Treasurer 2023-2026 The Annual Rep was approved by the PCC on 20th March 2024 and signed on i ehalf by Revd Michael Partridge (Chair) Mr Paul Ramsbottom (Honorary Treasurer)
CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Independent Examiner's Report ,. Report to the trustees of The Parochial Church Council of St Michael & All Angels Alphington On accounts for'the year ended 31st Dember 2023 Charity no (if any) 1200412 Set out on pages 7-11 Respective The members of the PCC (the charity trustees) are responsible for the responsibilities of preparation of the accounts. The PCC consider that an audit is not required trustees and examiner for this year under section 144 of the Charities Act 2011 (the Charities Act) and that an independent examination is needed. As examiner it is my responsibility to: examine the accounts under section 145 of the Charities Act, to follow the prOdureS laid down in the general Directions given by the Charity Commission (under section 145(5)(b) of the Charities Act, and to state whether particular matters have come to my attention. 191 Basis of independent My examination was carried out in accordance with general Directions given , examiner's statement by the Charity Commission. An examination includes a review of the accounting records kept by the charty and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts and seeking explanations from the trustees concerning any such matters. The prOdureS undertaken do not provide all the eviden that would be required in an audit, and consequently no opinion is given as to whether the accounts present a Irue and fairf view and the report is limited to those matters set out in the statement below. Independent In connection with my examination, no material matters have come to my examinerfs statement attention which gives me cause to believe that in, any material respect: accounting records were not kept in accordan with section 130 of the Charities Act or the accounts do not accord with the accounting records. I have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached. Signed: Date: 20 March 2024 Name: Steve Muncer Relevant professional qualification(s) or body: Fellow of the Chartered Institute of Certified Accountants (FCCA) Address: 5 Chestnut Court, Alphington, Exeter. EX2 8XY
THE PCC OF STMICHAEL & ALL ANGELS ALPHINGTON (Registered Charity No. 1200412) FINANCIAL STATEMENTS- Year ended 31st December 2023 RECEIPTS AND PAYMENT ACCOUNT Unreslricted General Designated Funds Funds Restrlcted Funds TOTAL 2023 TOTAL 2022 Note RECEIPTS Voluntary Receipts Regular Giving Other Voluntary Receipts 76.055 17.820 4.652 37,966 651 1.166 81.359 56,952 70.809 15,243 Activities for Generating funds 10.557 1.610 170 12.337 8.301 Income from Church activities 19.224 233 19,457 19,067 Income from Investments 1.747 1,747 496 Other Receipts 3.826 350 4,176 6.863 Totsl Recelpts 129,229 44,229 2,570 176.028 120,779 PAYMENTS Cost of generating funds 1.699 1.699 837 Church activitles 120.823 13.596 1,960 136.378 131.281 Other costs 3.626 158 3.783 6.810 Total payments 126.148 13,596 1117 141.861 138,928 EXCESS OF RECEIPTS OVER PAYMENTS 3.081 30.633 452 34.167 (18.149) Transfers between funds Excess of receipts over payments (after transfers) 3.081 30.633 452 34.167 (18,149) Net movement in funds 3.081 30,633 452 34.167 (18.149) RECONCILIATION OF FUNDS Total funds brought forward at 1 January 45,946 62,836 6.566 115,348 133,497 TOTAL FUNDS CARRIED FORWARD 11 £49.027 £93.470 £7,019 £149,516 £115.348
THE PCC OF ST MICHAEL & ALL ANGELS ALPHINGTON (Registered Charity No. 1200412) FINANCIAL STATEMENTS STATEMENTOF ASSETS AND LIABIUTIES AS AT31st DECEMBER 2023 Unrestricted General Designated Funds Funds Restricted Funds TOTAL 2023 TOTAL 2022 Nole INVESTMENTS (Endowment Funds) CBF Investment Fund Leonard Mrtchell CBF Investment Fund Accumulatiro Leonard Mrtchell CBF Investment Fund IAiss M Mrtchell CBF Investment Fund Mrs C Wippell 10 10 10 10 256,950 10.689 5.335 2,509 256.950 10.689 5.335 2,509 228.093 9.489 4,872 2,292 £0 £0 £275.484 £275,484 £244.746 MONETARY ASSETS (underthe control ofthe PCC) Nat West Bank current account Nat West Business Reserve Account CBF Church of England Deposrt Fund 210 29,306 19,511 £49.027 210 29,306 120.000 £149,516 100 115,248 93.470 £93,470 7,019 £7.019 11 £115.348 Debtors Grft aid claim April to December 2023 GASDS claim Apnl to December 2023 5.873 1,902 7,775 5.873 1.902 7.775 6,381 1.766 8.147 Liabilities Outstanding cheques not presented to Bank Notes: The financial statements of the PCC have been prepared in accordance wrth the Church Accounting Regulations 2006 using the receipts and payments basis. The Investments (endowment funds) are held by the Exeter Diocese Board of Finance (EDBF) as custodian trustees on behalf of the PCC. A full analysis and explanation of these funds is included in note 10 below. Assets recognised but not valued In the Statement of Assets and Liabilrties include moveable church fumishings and other equipment held by the church wardens on special trust for the PCC and which require a faculty for disposal. b) Approved by the PCC on 20 March 2024 and slgned on its behalf by: Rev'd Mochael Partrld (Chalr) Paul Ramsbottom (Treasurer)
THE PCC OF ST MICHAEL & ALL ANGELS ALPHINGTON (Registered Charity No. 1200412) NOTES TO THE FINANCIAL STATEMENTS- Year ended 31st December 2023 Unrestrlcted General t)esignaled Funds Funds Restrlcted Funds TOTAL 2023 TOTAL 2022 Regular glving Tax efficient Flanned gThing DD. FWO envelopes. PGS & GAYE Other anned gmng FWO ErNelopes. DD'S Collections at semces Cash & card Regular Gmng Chren & Families Worker. DD & PGS Gth 'd reccwefed 49.474 1,784 6.245 49,474 1.784 6.245 3.921 19,935 81,359 45.215 1.991 4.832 3.403 15.368 70.809 3.921 731 4.652 18,552 76.055 651 651 Other voluntary reeelpts Non-recumng donations Non4ecurnng donations - Building Fund (Incl Openfeach flag contnbution) Annual Gfft Day (incl Grft Day Fayre) ECC Grant - Cemetery Olher Grants sted Places of Worship Grant Scheme - VAT Refund Legacies 9.111 9.111 1,166 7,335 700 298 375 37.966 56,952 4.034 2.505 6,740 350 1.390 224 1,166 7.335 700 375 37.966 37.966 17,820 1.166 15,243 Activitles for generating funds Fund Raising - LunchBox Fund Raising Plant Sale sn9 Fayre & table top Summer fayre & grand draw Christmas Fayre Hafvest Supper Other Fund Raising incl. Church Sales Chattertols income Upkeep of seNces Fund Raising - Ben Well Fund Raising - Bell Fund 2,986 111 2.986 1.093 1.016 2.360 1.533 782 240 2,342 1.006 1,093 1,016 2.360 1,533 782 240 1.975 1.004 95 469 335 900 175 8,301 546 514 514 170 12.337 170 170 10.557 1.610 Income from church activities Statutory fees - weddings, funerals. etc. Church magazine a(fverts Church magazine sales Photocopier income Mission Partnefs collections incl Lent Lunches Other Charrty collections CAP Project Church Bookn"ngs 4,586 5,533 2,445 790 1.768 4.586 5.533 1445 790 1.768 5,401 5.966 2,411 568 Iiii_ 3,620 3,620 233 3.318 178 282 19,067 233 19,224 233 19.457 Income from investments Interest and dmdends 1,747 1.747 1.747 1.747 496 496 Other recelpts ECC Grant - Welcome Pack Group (New development) CPRE Pnze - Devon's Best Churchyard Contra Credrts Contra Fees 350 350 200 1.291 2,335 4,176 500 200 12 12 2.928 3.435 6.863 2.335 3,826 350
THE PCC OF ST MICHAEL & ALL ANGELS ALPHINGTON (Registered Charity No. 1200412) NOTES TO THE FINANCIAL STATEMENTS (CONT.) Unrestrlcted General Deslgnated Funds Funds Restricted Funds TOTAL 2023 TOTAL 2022 Cost of generating funds Grand draw ZeS Cost of LunchBox Other Fund raising costs 500 998 201 1,699 998 201 1,699 837 837 Church activlties Diocesan pansh share Clergy expenses Organisl Salary, pension & Nl Costs - Church & Community Worker Children. families & youth work costs Chattertots costs Begin Well costs Church insurance Church utility costs incl. gas, electncity & water Upkeep of seNces Church wnning exps incl. tel. txoadband & websrte Other Parish costs incl. Reader training Coper (ental & copwng costs Stationery and other magazine costs incl. paper Examination of annual accounts Chuich repairs & maintenance Churchyard & Cemetery upkeep Installation of Flagpole Lychgate refurkn"shment Tower repairs Quinquenial survey (archrtect) Wheatley Chapel Storage Bell Fund expenditure CAP Project Costs Other restncted expenditure Mission gmng and Charity donations 80.738 736 527 80,738 736 527 9,342 201 916 596 6.082 13.022 2,159 1,180 658 2.625 1.227 125 4.565 79,251 527 1.025 2.667 449 278 769 5.658 5.149 2.243 1.301 609 2.563 891 125 2,615 1.505 41 14,985 2.292 830 9.342 201 916 5% 6,082 13,022 2,159 1,180 658 2,625 1,227 125 4,565 957 957 775 714 775 714 1.766 1.766 100 131 100 632 69 5,535 120,823 5,535 136.378 4.808 131.281 13,596 1.960 Other costs ECC Grant Welcome Pack Group expenditure (New development) Contra Credits Contra Fees 158 158 1,291 2,335 3.783 447 2,928 3,435 6,810 12 12 1,291 2,335 3,626 158 10
THE PCC OF ST MICHAEL & ALL ANGELS ALPHINGTON (Registered Charity No. 1200412) NOTES TO THE FINANCIAL STATEMENTS (CONT.) 10. Investrn•nts (Endowment Funds) Endowment funds held ty the Exeter Diocese Board of Fmance (EDBF) as custodian trustees on behalf of the PCC They afe perpetual In natufe with the mstmerrt Income available to the PCC to be expended In accordance wrth the wrposes specthed by the onginal donors IrNeslments afe carried at market value. analysed as follows. Market value 1stJan 23 Additlonl (Disposa Change In mkt value Market value 31si Dec 23 Unrts Leonard Mrtchell Memonal Fund - CCLA ITNestment Income Leonard Mrtchell Memonal Fund - CCLA Acculation Investment Miss Minnie Milchell Trust - CCLA IrNestment Income Mrs Clara Wippell legacy - CCLA IrNestment Income 11367 179 236 228.093 7,210 21,647 256,950 EllfE 1.200 463 217 23.528 10.689 5.335 2.509 275.484 4872 2292 244,746 7.210 Leonard Mitchell Memorial Fund This is an expendable endowment. wth unused mcome accumulaled for later use The donof requested that the Income be used. - to assist a membef of the church choir (undef the age of 14) wrth the expenses of attending the Chonsters School of Exeter Cathedral. or - to assist th the expenses of training a wospectNe Ordinand vtho is cesident in the pansh (or whose parents are resident in the pansh). or rf for any reason the caFXtal and income cannot lathjlly be applied for the weceding purposes. rt Is to be used for -such religious wrFoses in the pansh that the trustees think fit- th a wish that they apply the sarne in the maintenance of the stwcture of the pansh church. Miss Minnie Mitchell Fund A permanent endowment the income from which can be apF4ied in keepng the graveyard. lychgate. aher lS and altar cross in good Older and repair subject to certain grS being maintained. The captal is to be retained and cannot be spent. Mrs Clara Wippell legacy A pemianent endowment. the income from which is used for the maintenance of the greyard womded the grslone$ of Mrs Wippell and her husband afe kem In good order and repair. The caprtal is to be retained and cannot be spent. 11. Analysis of Funds Funds at 1st Jan 23 Total Recei Tota I ments Funds at 31st Dec 23 Transfers Unrestr7Cted Funds." General Funds 45.946 129229 (126,148) 49.027 Dwgnated Funds: Pam Jackson Legacy - Tower repairs Jeanne Hambly Legacy - tbc Cooper Legacy - Children. families and youth work Other contnbutions ~ Children. Families and Youth Work Chattertots Ben Well Total Unrestricted Funds 45406 (2,541) 41865 37.966 0.00 11.577 37.%6 8618 7849 360 602 108.781 18.618) (925) (916) (5%) (139.743) 4652 514 173.458 521 142.496 Restricted Funds: Outreach fund Bell fund CAP Pfojecl ECC Welcome Pack Group Building Fund Faknc fund FlagF4)le fvnd Total Restrlcted Funds 1213 158) (100) 1131) 1.155 4.618 237 170 259 109 11111 350 1791 1158) 11.671) 276 733 613 6.567 2.570 (1117 7.019 TOTAL FUNDS under the control of the PCC 115.348 176,028 (141,861) 149.516 12. Contra Fees and Credits Contra fees relate to additional charges at weddings. funerals and intennents including vérger. sexton. organist and ringers fees. The PCC receNes the full fee and passes them onto the relwdnt PeOe. onty retaining the statutory fees. Contra credrts are colleclions banked that do not felate directty to church actmties, so are passed on in fijll to the relLYant organisationl person. This includes funeral collections where the family selects the chanty. 11