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 2024 Rector: The Rev'd Michael Partridge 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 2024 Aim and Purpose The Parochial Church Council (the PCC) of the Ecclesiastical Parish of Alphington has the responsibility of co- operating with the Rector, 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 people as possible to worship at our church and to become part of our parish family. We 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 the local community and beyond. When planning our activities, the PCC has considered the Charity Commission's guidance on public benefit, and in particular the specific guidance on charities for the advancement of religion. Achievements and Performance 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 Open Church. The church building is open to the public for two hours a day, Monday to Friday. Serving refreshments and offering conversation to all. The prayer chapel is well used, and some days include activities such as Games Box and Knit'n'natter.
The project to reach out and strengthen the growing housing development in SW Exeter. The number of homes is increasing. At the end of 2024 we employed a part-time project worker to support our outreach and service to these new neighbours. The project has now been named CONNEcf- South West Exeter. 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 £4,718 was sent to our mission partners and other charities (10 in all) during 2024. With the progress of CONNEcf- South West Exeter in 2025, we anticipate further progress in the new residential areas of Alphington. Deanery Synod 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 The year ended with an overall positive surplus of £17,693 and total reserves under the control of the PCC growing to £167,209. Much of this increase was due to one-off restricted items, namely the Give to Go Green (GTGG) appeal for solar panels and CONNEcf- South West Exeter (SWE) funds for outreach into the new housing development. If excluded, only a small general surplus of £1,201 was achieved leaving unrestricted general reserves of £50,228. General receipts held up at £129,832 (2023: £129,229). We are so thankful for people's generosity as St Michael's receives no government funding. Regular giving, including gift aid, held up. It is good that the number using the Parish Giving Scheme continues to grow, offset by a slight fall in collections and one-off donations. As expected, the annual gift day was also down due to the earlier amazing response to the GTGG appeal. General payments rose to £128,631 (2023: £126,148). Our biggest commitment is the Diocesan 'Parish Share, at £85,935 (2023: £80,738) which contributes to the cost of stipends and housing of clergy across the Diocese. On a positive note, utility costs fell back to £6,615 from the 2023 peak of £13,022. Unrestricted designated reserves fell to £86,475 (2023: £93,470). The fall was primarily due to the costs of the Church and Community Worker being funded from reserves brought forward. Together with general funds we have £136,703 of unrestricted reserves available. Whilst this is a healthy position, we remain mindful of the pending tower repairs which are likely to be very significant. Restricted funds can only be used for specific causes defined by the donor. These grew to £30,506 (2023: £7,019) primarily due to the Give to Go Green appeal for solar panels which raised £17,000 inclusive of £8,500 match funding from the Church of England, and a new £8000 Connect SWE fund, inclusive of £6000 grant from the Diocese, to be used for outreach to the 2500 new homes being developed on our doorstep. As the Connert SWE Coordinator commenced in January 2025 and solar panels installation will commence as soon as the signed faculty is received, restricted funds will quickly fall back. Finally, there are £289,274 (2023: £275,484) of restricted endowment funds, analysed in note 10. These are held by the Exeter Diocese Board of Finance as custodian trustees as only the income is available to be spent by the PCC 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 £27,500, which equates to three months, unrestricted payments. With general reserves of £50,228 we comfortably exceed this reserve set by the PCC. There are also a further £86,475 of unrestricted designated funds available. 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. The endowment funds held by the Exeter Diocese Board of Finance as custodian trustees are invested in various CCIA 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 three matters worthy of note: The south wall of the churchyard is made from cob, a traditional Devon construction material comprising unfired clay blocks. One section of this historic wall has developed a lean and, if the wall were to fall, it could cause serious injury to members of the public and damage to parked cars. Steps have been taken to alert the public to the problem and the appropriate authorities have been informed. The issues with the tower described in our previous report, remain unresolved and we await the architect's detailed remediation scheme. The churchyard and cemetery are maintained by a small team of volunteer gardeners, not all of whom are members of the church. As a result of not mowing most areas of the churchyard in the spring and summer of 2024, we were treated to a wonderful display of wild flowers for much of this time. Safeguarding The PCC has complied with the duty under section 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 2024 there were 140 parishioners on the Electoral Roll, 99 of whom live within the parish. The average Sunday attendance at the 11am service was 72. 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 unable to attend in person, to be part of a funeral service. 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, 3 weddings and 6 funerals during the year. In addition, 4 memorial services have been held for those whose funerals were elsewhere. There is a busy Pastoral Group, who undertake home visits and meet to pray for those who need support. The Rector 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 Electoral 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 83Yo. 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 Information 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. st PCC members who have served from l January 2024 until the date this report was approved were: Ex Officio The Incumbent Curate The Rev'd Mike Partridge The Rerfd Adrian Butland Chair Deceased July 2024 Churchwardens Mr Roger Noden Mrs Sue Noden Vice Chair Deanery Synod Reps Mr Anthony Cummings Mr Alan Douglas Mrs Juliet Meadowcroft Licensed Lay Minister nominated by the PCC Mrs Ruth Ramsbottom Elected Members 2022-2025 Mrs Marion Andrews Mrs Carolyn Bull Mr Paul Ramsbottom Mr Brian Willcocks Mrs Karen Brooks Miss Jacqui Edwards Miss Christine Hawkins Mrs Sue Western Mrs Joy Littlefair Mrs Julia Tooth Miss Deborah Philpott Miss Kathryn Rowden Honorary Treasurer 2023-2026 (resigned January 2025) 2024-2027 The Annual Report was approved by the PCC on lyh March 2025 andsigned on its behalf by Re¢d Michael Pa ridge (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 1200412 On accounts for the year ended 31st December 2024 Charity no (if any) 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 procedures 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. 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 procedures undertaken do not provide all 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 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 accordance 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 e accounts to be reached. Signed: Date: 19 March 2025 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
TrIE PCC OF ST MICHAEL & ALL ANGELS ALPHINGTON (Registered Charity No. 1200412) FINANCIAL STATEMENTS-YEAR ENDED 31st DECEMBER 2024 RECEIPTS AND PAYMENT ACCOUNT Unrestricted General Deslgnated Funds Funds RestTlcted Funds TOTAL 2024 TOTAL 2023 Noie RECEIPTS Voluntary Receipts Regular Giving Other Voluntary Recelpts 72,673 12.524 4,426 2.029 7.600 79.127 20.124 81.359 56,952 Activities for Generatlng funds 7,676 1.799 17,150 26.625 12,337 Income from Church activities 20,759 20,759 19.457 Income from Investments 7.120 7,120 1,747 Other Receipts 9.080 9.080 4.176 Total Receipts 129.832 6.224 26.779 162.835 176.028 PAYMENTS Cost of generating funds 1.766 1,766 1.699 Church activities 117.911 13.219 3,099 134,229 136.378 Other costs 8,954 194 9,148 3,783 Total payments 128.631 13,219 3.293 145.142 141,861 EXCESS OF RECEIPTS OVER PAYMENTS 1,201 (6,995) 23.487 17.693 34.167 Transfers between funds Excess of receipts over payments (after transfers) 1.201 (6.995) 23.487 17,693 34.167 Net movement in funds 1.201 (6,995) 23.487 17.693 34,167 RECONCILIATION OF FUNDS Total funds brought forward at 1 January 49.027 93.470 7.019 149.516 115,348 TOTAL FUNDS CARRIED FORWARD £50.228 £86,475 £30,505 £167.209 £149.516
THE PCC OF ST MICHAEL & ALL ANGELS ALPHINGTON (Registered Charity No. 1200412) FINANCIAL STATEMENTS STATEMENT OF ASSETS AND LIABILITIES AS AT 31st DECEMBER 2024 Unfesiricted General Designoted Funds Funds Restricied Funds TOTAL 2024 TOTAL 2023 Note INVESTMENTS (Endowment Funds) CBF Investment Fund Leonard Mrtcheu CBF Investment Fund Accumulating Leonard I,lrtcheU CBF Investment Fund Miss 1,1 IArtchell CBF Investment Fund Mrs C Wippell 10 10 10 10 270.016 11,235 5,457 2,567 270.016 11.235 5.457 2.567 256,950 10.689 5,335 2,509 £0 £0 £289.274 £289.274 £275.484 MONETARY ASSETS (under the control ofthe PCC) Nat West Bank Current account Nat West Business Reserve Account CCLA Church of England Deposrt Fund 100 15,702 34.426 £50,228 100 15.702 151.407 £167.209 210 29.306 120.000 £149,516 86.475 £86.475 30.505 £30.505 11 Debtors Grft aid claim Apnl to December 2024 GASDS claim Apnl to December 2024 5.329 2.000 7,329 5.329 2.000 7,329 5.873 1.902 7.775 Llabilities Outstanding cheques not presented to Bank Notes: The financial statements of the PCC have been prepared in accordance wrth the Church Accounting Regulalions 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 Liabilities 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 19 March 2025 and slgn•d on Its behalf b Rev'd Michael Partridge (Ch Paul Ramsbottom FCA (Treasurer)
THE PCC OF ST MICHAEL & ALL ANGELS ALPHINGTON (Registered Charfty No. 1200412) NOTES TO TrIE FINANCIAL STATEMENTS- YEAR ENDED 31st DECEMBER 2024 Unrestsicted General Deslgnated Funds Funds Restrlcted Funds TOTAL 2024 TOTAL 2023 Regular giving Tax efficient Flanned gmng DD, FWO elopeS PGS & GAYE Other FAanned gw FWO Erne10s. DD'S Colleclions al serwces Cash & cafd Regular Gmng thdren & Farrths Work DO & PGS Gift recfftfed 50.331 1.075 4.118 50.331 1,075 4.118 4.081 19.523 79.127 49.474 1.784 6.245 3.921 19.935 81,359 17.149 72.673 2,029 2.029 4,426 Other voluntary receipts Ncm-recumng donations Non-cumng donations . Buthg FWKI Annual Gth Day (Incl Gfft Day Fayre) ECC &art . cetery Other Grants Listed Places of wrysp Grant Scheff* - VAT rec(Nery Conned SW Exetef - Diocese gant Conned SW Exelef - Other donations Legaaes 6.650 6.650 9.111 1,166 7.335 700 298 375 5,199 5.199 668 6,000 1.600 37.966 56.952 12.524 7.600 20,124 Activities for generating funds Fund Rasing ~ LunchBox Fund Raising Plart Sale sng Fayre & table top Summer fayre & wd draw Chnstmas Fayre & draw Ha¥s1 Suppef Cxher Fund R31sing incl Church Sales & Feslrrdl Children & Families work income Incl Chattertots & WLTDO Upkeep of semces GThe lo Go Green fUndrsIng Oncl Church of England match funding) Fund Rasing - Begn Well Fund Rasing - Bell Fund 2.980 1980 1,041 1,499 2.986 1.093 1.016 2.360 1,533 782 240 1.096 546 1.499 1,422 1.422 464 464 1,020 270 17.OCKJ T19 150 26.625 1.020 270 17.0th) 779 514 170 12.337 150 17.150 7.676 1.799 Income from church actlvities Stalutory fees - weddings. funerals. etc. Church magazine a(fverts Church magazine sales Photocoper Income Missicm Partners collections mcl Lent Lunches & Chnstmas Other Chanty collections CAP Project Church Booknngs 7.163 5.186 2.587 7.163 5.186 2.587 968 2.659 1,804 4.586 5.533 790 1.768 3.620 233 2.659 1,804 392 20.759 392 20.759 19.457 Incom• from Investments Interest and dmdends 7.120 7.120 7.120 7.120 1.747 1.747 Other recelpts ECC Grant - Wekome Pack Group (SW Exeief dffilosynent) CPRE Prize . De.5 Best Churchyard Cuttra Cfedrts Contra Fees 350 200 1.291 2,335 4.176 12 12 5,809 3.271 9.080 3.271 9,080
THE PCC OF STMICHAEL & ALL ANGELS ALPHINGTON (Reglstered Charity No. 12004121 NOTES TO THE FINANCIAL STATEMENTS (CONT.) Unrestricted General Deglgnated Funds Funds Restricted Funds TOTAL 2024 TOTAL 2023 Cost of generating funds Grand draw lZeS Cost of LunchBox Other Fund raising cos13 150 1,246 370 1.766 150 1.246 370 1.766 500 998 201 1.699 Church activities Diocesan pansh share Clergy expenses Organist Salary. pension & Nl Costs - Church & Communrty Worker Children. famibes & youth work costs incl Chattertots & TDo Begin Well costs Church msurance Church utilrty costs incl. gas. electncity & water Upkeep of sermces Church running exps Incl. tel, bfoadband & website Other Parish costs incl Reader training CoFxer renlal & copwng costs Stationery and other magazine costs incl. paper Examinalion of annual accounts Church repairs & maintenance chUrChard & Cemetery upkeep GNe to Go Green Expendrture - Solar Panels Installation of Flagpole Lychgale refurkn'shment Tower repairs Equipment Wheatley Chapel Storage Bell Fund expendrture CAP Project Costs Connect SW Exeler Outreach costs Mission gmng and Charity donations 85.935 827 50 85.935 827 50 10.689 1.604 783 6,719 6,615 2,495 1.331 667 2.733 1.104 125 1173 1.195 1,738 80.738 736 527 9.342 1.117 596 6.082 13.022 2,159 1.180 658 2.625 1,227 125 4.565 1,644 10.689 1,604 783 6.719 6,615 2,495 1,331 667 2.733 1.104 125 2.173 1.195 1,738 957 775 714 354 379 354 521 1.225 142 1,225 1.766 100 131 58 5.535 136,378 272 65 272 65 290 4.718 134.229 4.718 117,911 13.219 3.099 Other costs ECC Grant Welcome Pack Group expendrture (SWE development) Contra Credits Contra Fees 194 194 5.809 3.145 9,148 158 1,291 2.335 3.783 12 12 5.809 3.145 8.954 194 10
THE PCC OF STMICHAEL & ALL ANGELS ALPHINGTON (Registered Charity No. 1200412) NOTES TO THE FINANCIAL STATEMENTS (CONT.) 10. Investments (Endowment Funds) Endowment funds held by the Exetef thocese Board of Finance (EDBF) ag Custodian trustees on behalf of the PCC They are PertUal In nalure. wrth the irnpslmenl Income wailable to the PCC to be expended In accwtsnce V4rth Ihe sxffposes specthed ty the ongnal donors IrNestmenls are camed at maTkel Value. analysed as follows Market value 1st Jan 24 Addltlonl (Disposal) Change In mkn value Market value 31sl Dec 24 Units Leonard FArtchell PAerTK)rial Fund - CCLA ITNestment Income Leonard Milchell Memonal Fund - CCLA Accumulion Imslment Miss Minnie Mrtchell Trust - CCLA lrnestment Income Mis Clara Wippeu legacy - CCIA IrNestment Income 11678 179 236 256.950 7.184 5.881 546 122 270.016 11.235 5.457 2,567 289,274 5335 2509 275.484 7.184 6.606 Leonard Mlfchell Memorial Fund expendatAe endowment. vfilh unused income accurNlated for laler use The donof requested that the mcome be used to assist a membei of the church choir (under the age of 14) th the expenses of attending the Chonsters School of Exeter Chedral. or - to assist wrth the expenses of training a Fxospectmd Or(h"nand who Is resKlent In the pansh (Of vthose parents are resident m the pansh). Of - rf fof any reason the ca131 and Income cannol la1 be apF4ied for the Fxecethng purposes. rt Is to be used for -such religous Fwrwses in the pansh that the trustees think frt- wrth a Msh that they apply the same In the maintenance of the structure of the pansh church. Miss Minnie Mirchell Fund A permanent endowment. the mcome from which can be applied In keepng the greYard. lychgate. alter rails and aftar cross in good order and repar subject to certain grS befftg maintained The captal Is to be retained and cannot be spent. Mr5 Clara Wippell legacy A permanent endowmerrt. the Income from which is used for the maintenance of the greyard FX(Mded the grs1one of Mrs Wippell and hef husband are keFA In good Ofder and repair. The caplal Is to be retained and cannot be sFent 11. Analysis of Funds under the control of the PCC Funds at 01101124 Total Recei Total ments Funds at 31112r24 Transfers unrestn.cted Funds." Dgnated Fund&" Pam Jackson Legacy - towef Wofksl tbc Pam Jackson Legacy - Connect SW Exeter salanes Jeanne Hambty Legacy - Ibc Children. Families and Youth Work Fund incl Chattertots Ben Well 42865 1142) (24.000) 24.000 18.723 24.000 37.966 5.270 517 86,475 37966 12118 521 93470 5U5 779 6224 (12293) 83) 113219) General Funds." 49.027 129,832 1128.631) 50.228 Total Unrestricted Funds 142,497 136.056 141.850) 136.703 Restr7Cted Funds." Connect SW Exeter - Outreach fund Bell fund CAP Project ECC Welcome Pack Group Building Fund GNe to Go Green fund (290) 1272) 165) 8,866 4.496 172 81 4618 237 275 733 150 17331 (1.738) 18629 16.891 Total Restrlcted Funds 7.019 26,779 3.293) 30.506 TOTAL FUNDS under the control ofth• PCC 149.516 162.835 (145.142) 167.209 12. Contra Fees and Credits Contra fees relate to additional charges at weddings. funerals and inlermenls including bErger. sexton. organist and ringers fees The PCC recefves the full fee and passes thern onto the relerdnt people onty retaining Ihe s13tutory fees. Contra credrts are collections banked that do not relate directly lo church actmties. so are passed on in full to Ihe relevant oanis3110n This includes funefal collections vthere Ihe fanmty selects the chanty. 11