THE RELIGIOUS OF ST ANDREW COMMUNITY IN ENGLAND NOTES TO THE ACCOUNTS YEAR ENDED 31 DECEMBER 2023 THE RELIGIOUS OF ST ANDREW The Community in Lewisham, London Trustees Annual Report and Accounts 2023 ST. ANDREW'S Registered Charity No.. 227315
The Trustees present their annual report and financial statements for the year ended 31 December 2023 and confirm that they comply with the requirements of the Charities Act 2015 including updates No 1 & No 2, the Trust Deed and the Charities SORP [FRS 102]. THE CHARITY The Truslees are responsible for the English charity of 'The Religious of St. Andrew., which is more commonly known as the Sisters of St Andrew. The Trustees are all members of The Society of the Religious of St Andrew which is an International Religious Order with communities in England, Belgium, Br8ziI, Fran, the Democratic Republic of the Congo and South Korea. The Generalate of the Society is at Ramegnies-chin in Belgium. The Order was founded in 1231 in Tournai, which was then part of France and is now in Belgium. Hospitality and a readiness to respond to the needs of the time - in the light of Ihe Gospel - and in acGordance with the Society's Constitution has been part of the Congregation's history and tradition since the 13th century. THE CHARITY'S OBJECTSVES & ACTIVITIES Objectives: What we aim to do. The Trust Deed requires the charity to apply its resources lo "such ch8rit8ble puposes whKh advan the IuS and other chan'table work... carried out.. by or under the direction of the Society... therefore the charty's mission to encourage and support the life and the ministries undertaken by the Sisters of St Andrew in England. According to the Conslilutions, in the spirst of the Order, priority in ils Choi of Mission should be given lo ministries that contribute lo a greater awareness of and a deepening of the spiritual experience of the Christian Faith and belief, as well as accompanying people in their journeys of spiritual and human growth. It is the mission of the Order to serve the Church (meaning to serve Christians of all traditions) and to be available to accompany those who are searching for a deeper meaning in life, whether they are part of faith community or not. It is also the mission of Ihe Order to accompany children and young people in their human growth through education. Activities: This is what we do. The work of the Charily in the community of Lewisham cor¢sists irs providing a place of welcome and hospitality for individual guests and for groups seeking spiritual resources, silence, rest and space. The charity also responds to requests to facilitate and lead different groL¢PS.' in the house, in the local area, and further afield. These include training days, spiritual formation, both day and residenlial retreats, as well as weeks of guided prayer in parishes and participation in local or Diocesan Spiriluality Commissions. The main ministry of the Community in StAndrew's in Lewisham is providing a house of welcome. It is the place where the community lives, prays and works. and where it welcomes Ihose who are searching for a space, where they can experien silence, prayer, wmmunal worship, and if desired, one lo one accompaniment in their spiritual journey.
Living together as a community with a certain pallern of daily life can inspire others who wish lo experience a lifestyle where silence, prayer and solitude have their place,. our guests can join us for a day or for a longer period of time. Withdrawal from the rush of life and ils usual activities certainly helps people lo return to the ordinariness of their life in a differenl way. Many visitors write to thank the Sisters for their welcome and presence. They convey their appreciation by sharing their stories about the value of taking time and space in order lo be more effective or more open in their ministries or jobs or family life, and their having a greater sense of well-being. This leads a large number of visitors to come back to St Andrews on a regular ba515, seeking refreshment and renewal. The Charity's home in Lewisham, besides providing accommodation for the Community, provides ample space for such hospitality. The spacious house with a purpose-built round chapel in the shape of an Oasl House and surrounded by a large, attractive garden is like a 'spirilual oasis, al the heart of a busy area close to the centre of London. There are several meeting rooms on the ground-floor, one of which is big enough to welcome groups of up lo 25 participants. Eight to ten bedrooms allow for a residential welcome on a self- catering basis. There are several well-equipped kitchenettes around the house. The Sisters of the community co-ordinate and administer all aspects of the ministry of hospitality. As well as providing a p18ce of welcome and hospitality at st Andrew's. each of the Sisters also carries responsibility for her own mission through involvemenl in voluntary work or voluntary organisations in the local community. This enables a significant contribution lo people with various needs in the locality. For example, through the provision of counselling services, work with people with mental health issues, those who are housebound. elders, refugees and asylum seekers and people who speak English as a second language. The Sisters also seek to show care and respect for creation and are engaged in local environmental a¢livilies and Campaigns. REVIEW OF ACHIEVEMENTS AND PERFORMANCE The retreat house al St. Andrew's welcomed guests and visitors throughout 2023 for workshop days, events, retreats, spiritual accompaniment and supervision. Retreats were either guided, with individual accompaniment given by one of the sisters,. or private, where guests have no daily accompaniment or are guided remotely online. The length of the relreals was varied. from those who stayed for one day, an
overnighl 24 hours, up to 8 days, and even 30 days for those undertaking The Spintual Exercises. following the Spirilualty of St. Ignatius, which can also be taken in three parts of ten days each. Events held in 2023 included themed workshop days, guided quiet days lollowing the liturgical year, prayer or reflection days held by one of the sisters and meditative prayer evenings open to all comers held in the chapel. Some partsh or faith groups ran their own programmes with or without involvement by the sisters. Spiritual accompaniment, personal meetings held between one of the sisters or another spiritua5 director, and an individual in accompaniment, have continued lo be held regularly Ihroughoul the year, for the most part in person, in one of the meeting rooms on the ground floor, bul also occasional]y online. The programme of events this year was similar to that of previous years.. fvjo week-end individually guided retreats offered for beginners, a retreat in daily life given over four weeks during Lent, where individual accompaniment is offered once a week, and a week's individually guided retreat during the summer. Workshop days offered this year covered Ignatian themes, such as "A taste of Ign8tian Spiritualitrf, and °Looking into the Art of Ignalian Prayel,, and also more creative themes such as "Praying with crafty hands. or days with a focus on wellbeing, such as"Do we have the right to be happy. '.0 u .14 h*wh
We also Continued to offer a monthly workshop, a quiet flecIl0n morning for carers in the local area, facilitated by one of sisters. Most retreats and events were well attended. Demand for the ground floor rooms lo hosl parish or faith groups for a day visit ha5 been on the increase. Private retreats and quiet days especialty have remained a popular option for guests, as well as space for individual spiritual accompaniment. Number of eo Private retreats Individuall uided retreats Individual Quiet Da Grou residential retreats iritual Direction le welcomed 2023 not Includin da rou 80 55 80 35 55 Evenls held and led by Ihe sisters and by visiting leaders have been well received. The sisters have received regular positive feedback during the year from guests and visitors. They have commented on the peaceful atmosphere, the tranquility of the house and gardens and the help that Ihis has given them in their search for a calm place and for maintaining a physical and symbolic distance from the demands of their everyday lives. Comments from our guests included.. "This p18ce gave me space forprayer, it was So helpful" 'Thank you for 8 lovely st8y with you once again. "l appreciat8d every aspect of my stay, even though it rained every day." "Loved being able to join you forprayerf 'Very happy and contented, and I much appreciated the lovely chapel. "Thank you for the thoughtful guidance and input. I really needed it." The Welcome Finance The Welcome does not charge a fee for participatson in its activities bul seeks donations towards its overhead costs. From this source donations of £56,969 were received, in addition to which £7.405 of lax was recovered under the Grft Aid scheme. VOLUNTEERS The Sisters are fortunate to have friends- volunteers. who come and help occasionally with various tasks. They include some who are willing to help with mainlenance, gardening, decorating . and some who are willing lo help with retreats and facilitation. This contributes to making the property and the hospitality offered ever more welcoming for guests. The volunteer work is galty appreciated. however it is not possible to quantify the value in financial terms.
COMMUNITY The currenl community comprises of five Sisters in Lewisham. coming from Switzerland, France. Gemiany and England. 11 is part of the Sisters common life, in all Iheir communities, to live together with Sisters from different countries, creating a rich cultural mix. All the Sisters in Lewisham are actively involved in various aspects of Ihe ministry of welcome and hospitality in our house in Lewisham, and in activities in the local area as well as further afield. They offer their service to the charity on a voluntary basis. Likewise, it is not possible to quantify the value of this Servi in ftnancial lemis. Their contribution is essential for the delivery of all the activities offered and undertaken by the charity. The Charity is responsible for the care of ils elderly members, when health care is required the Sisters move to the motherhouse in Belgium, Ramegnies-chin {Tournai), where there are appropriate care facilities. The cost of ongoing care for one Sister remains the financial responsibilty of the Charity. The Community's Finance The Community's members received £28,174 from both personal and professional retirement pensions. The Sisters, living costs for the year were £34,697 an increase on last year's £27,400 Outreach As well as work delivered at St Andrews retreal Centre, the sisters ¢ontributed to delivery of other special events during the year.. Leading the worship al the two day Conference 2023 of Ihe Catholic Spirituality Network ICSNI.. "Ordinary lives, extraordinary hope. Opening spaces for conversation and encounter." (March, Swanwick) Facilitating a week end retreat on the theme of the Generosty of God. (June, Douai Abbey) Giving a 6-Day retreat in the Jesuit Centre of La Pairelle. (June, Namur Belgium) Supporting the work of the sisters in Taizé. (July & August, France) Taking part in the World YoLrth Day, giving workshops to young people on 'Making decisions in Life,. (August, Lisbon, Portugall Facilitating a 'Cinema retreat. using movies to explore new ways to do the Spiritual Exercises and enter into prayer. (February, Spiritual Centre of Hautmont, France) Giving a workshop on decision making named 'Lost in Decision. How to learn to make choices and a talk atKTrut the challenges of the Church Today,. al the International World Youth Day. {O¢tober, Belgium) Profiling St Andrew's Retreat centre at the Church fair Sl Saviours. (October, Lewishaml Giving the St Ignatius, 30-Day retreat to an international group of Ursuline sisters during their Tertianship. a year of formation and deepening of their personal and community lives. IRome, November-Decemberl
The sisters also continued their ongoing commitments. being part of several groups the area and beyond.. Teaching English as a second language to adults in a local charity. Member of the Soulhwark Diocesan Spirituality Commission, working especialty in a subgroup reflecting on Spiritual Accompaniment. Member of the Justice and Pea group of the parish of Our Lady Help of Christians in Blackheath. Volunteering al Third Thursday Time ITrr)= a mental wellbeing monthly drop in based in Holy Crosg Parish Hall C8ttord. One of the sisters provides a professional counselling service for those seeking counselling help. She works from a private practice in the Gatehouse which is independent of the main St Andrews building. This service is open lo all people, regardless of whether they have a faith background or not. Due to the cost of living crisis the numbers of clients has reduced in comparison to pre-pandemi¢ numbers. Although in 2023 there has been a slight increase. During 2023, five clients have been in ongoing counselling and there have been several new enquiries. All income from counselling is donated to the Charity. -4W
Outreach Finance: A small amount of income was received by way of donations for the provision of outreach servsces. No separate record was kept of expenses incurred in the provision of these facil*ties although these would have been limited to travel Gosts. SUPPORT FOR THE ST ANDREWS COMMUNITIES IN THE DEMOCRATIC REPUBLIC OF CONGO IRDC) The Sisters of St Andrew arrived in the DRC in 1932 and have conlinued lo have a presen¢e there working in very challenging circumstances. On a socio-political level. the country is marked by an upsurge of violence and a degradation of the security situation espeGially in the East, which causes a lol of population displacement. This led the National Conference of Bishops in Ihe Congo ICENCO) to issue. a couple of years ago, a declaration with Ihe evo¢ative lille. The hour is serious. Our country is in dangerl (Neh 2-17) Since their arrival, the communities have been involved in education, healthcare and religious and spiritual formation. The sisters seek lo be close to the population, being alongside to give hope for a better future. Amid the constraints of daily life in the Congo, day after day, the sisters pay attention to basic human needs.. promoting food and water security, ensuring a constant electricity supply, making sure living spaces and their environment are clean and healthy, sustaining inner growth, so as to become builders of peace and justice. In March-April 2023. the Superior General made her annual visit to the Congo Region. "The harvest is plentiful, but the workers are few" In fact, in a country in pemianent crisis and a society undergoing major changes, vocations to join the sisters community seem to be fewer and most young women have not been able to persevere in their commitment. This means that the sisters are few in number and need to work more closely with others. 2023 saw Presidential elections lake place al the end of December. The climate of insecurity and corruption in the country made preparalions very difficult and as yel it is unclear what impact the outcome of the election will have. The sisters live in three communities as outlined below.. in Lubumbashi, in Klkwit and in Kinshasa. Since 2015, the English Ch8rity has provided financial support for their mission in all three locations via its Generalale in Belgium. Below are some updates on the supported projeds-. The Collège saInt-And in Lubumbashi {in the province of Haul-Kalanga) had 1,200 pupils in the 2022- 2023 school year. A new technical section lelectricityl was opened. Once again this year, the final exam results were hugely successful, which is a great encouragement for the educational team. There is a need to extend the buildings to accommodate the technical workshops. A neighbouring plot of land is up for sale. The sisters in the DR Congo region are considering the possibility of selling one of their plots of land to free up funds.
During the Covid pandemic the teaching staff al the College managed the Tshamalele farm however this has now been handed over to the 'Remote Sensing Research La- boratory. sel up by one of our sisters. Several of the slu- dents teach at the Faculty of Agronomy and the farm will become a work placement site for some of the students. The year 2023-2024 should see the operation of this plot of land not only as an educational tool but also become profrtable. The Siama s¢hool In Klkwit (Kwilu province) continues to attract large numbers of pupils from the region and from Kinshasa. The living Conditions, far from the noise of the city, alt- hough still precarious, are proving to be con- ducive to le8rning. This year too, the school achieved an excel- lent pass rate. The regulations requiring free education mean that the school has to operate on a very small budget. Alongside the most rentlY constrLtcted buildings, the dilapidated state of the others is a cause for concern, as are the boarding school dormitories. The satellite connection. supported by Ihe Generalale and a number of donors. has enabled the school's IT section to operate smoothly. as has the Lycée's adminislralive management. The Centre ht)spitalier de Kikwil Sacré- Cur and its annex on the Muvuma sile are still awaiting the arrival of the ASBL electrabel for the solar electrification of the two sites (scheduled for April 2024). A national strike is currently causing problems for the Cenlre. The centre has an agreement with the Slate, which should provide the salaries for its workers. This is not happening al present, which means the centre is deprived of the resources il needs to pay workers and buy medicines This makes the work very challenging. In Kinshasa, the Righini house. the construction of which was supported by the Charity, is first and foremost a com- munily space for the sisters, who have a wide variety of missions, and a space lor the administration of the DR Congo region.
This Spa preserves an island of greenery in thi5 very noisy and polluted cty and provides a vegetable garden for the community. The welcome in the house is offered to visitors according to demand.. space for spiritual retreats. reflection days for groups, welcome of occasional visitors elc. The sisters Continue their mission of serviGe to the Diocese and the lo¢al Church, of education and of hospitality. Two of the sisters are leaching at university level. one sisters is involved in youth ministry and another sister teaches in a primary school of the Jesuits. In October 2023, one of the sisters took part in the Synod on Synodality in Rome. In April 2023, all the professed sisters of the DRCongo region gathered In Kinshasa for a meeting, at the occasion of the visit of the Superior General. There is a reading ¢entre for children who are failing at school and a small library operated throughout the year from Righini House. Given the success and enthusiasm of the melhod used, tt was decided to entrust its continuation to the Foi el joie" association (in association with the Jes- uitsl when the sister who was responsible returned lo Eu- rope. Two people have been trained in the method, the premises have been refurbished and a new group is due to start in 2024.
The farm on the Batek¢ plateau.. the land acquired on this very fertile plateau, on the heights of Kinshasa. is a sour of inwne for the community. The mango. avocado and banana plantalions slK)uld pro- duce good harvests in a few years, lime. Production of sweet potatoes, groundnuts and manioc has been abun- dant. Improvements to the house, for the family living the, have been completed,. this provides work and accommodation for the family. A lÉving Spa is currently being red out for the sisters. This vision for Ihe future is being tested by a very worrying climate of insecurity on the plateau as a result of ethnic conflicts that are largely manipulated by the country's current political situalion. Our sisters must show courage and prudence, without giving in to the dictatorship of violence. SUPPORT FOR THE ST ANDREW'S COMMUNITY IN AMEUGNY (FRANCE) The 'Pear Tree, cottage.. since 1976 Pear Tree coltage has served the mission and ministrie5 of the community in Ameugny, near the Taizé community. The Charity funded the development of the cottage in 2019. It is used lo welcome sisters, friends, families and people seeking a calm place for silen, reflection and rest. The house has been well used for residential visits and for treats. Also, the local parishes and di0Se have asked for day programmes - with members of the community facilitating days of reflection. During the pandemic the sisters discovered that the collage is also a useful and private space for zoom meetings and webinars, and il continues to be used in this way. The sisters in Ameugny continue to welcome groups of young women for tlmes of sharing and inter-cultural meetings. This provides the Spa to reflect on today's challenges and on the spiritual dimension of life. In Mah 2023. a reflection week was held for volunteers on the theme. Inner life and Solidarit,. 11 was an occasion to explore and deepen reflection on this question.. where can we find the source of a universal brother- and sislerhood, both at the h8art of our human family and with the whole of cre8tion?
During Ihe year 2023, several meetings took part between the brothers of Taizé, the sisters of Saint Andrew and several collaborators lo prepare Ihe meeting entitled Together gathering of the people of God" held in Rome. On 30 September 2023, an ecumenical prayer vigil look place in Rome in Ihe presence of Pope Fran¢is and represenlalives of different Churches, to unite us in praise and silence, in listening to the Word. Young people aged between 18 and 35 from across Europe, and from all denominations, were invited to be involved from Friday evening to Sunday aftemoon. All were welcomed for a weekend of sharing, to journey together as the people ol God. FUTURE PLANS INTRODUCTION: The plans and orientations for the mission of the Society of the Sisters of St Andrew are detemined al a meeting called the 'General Congregation, (sometimes also called 'General Chapter,), which is held every six years. The last such meeting was held in January 2023. The sisters review their ministries in the light of the priorities and guidelines set by the latest General Congregation as soon as they have been communicated to all the Sisters of St Andrew in the various countries where they are present. In the lalesl General Congregalion the delegates, reflections led to the writing of four "roadmaps" which set out the directions for the coming years. The sisters are very aware of the need lo adapl to these changing times, in order to be faithful to our charism and remair¢ alive and al the Service of the world and the Church of today. Roadmap 1: strengthening the sense of belonging to the Apostolic Body of Saint Andrew Roadmap 2.. renewing the way we welcome people into Oltr communities Roadmap 3.. reviewing our way of training those who want lo become sisters of Saint Andrew Roadmap 4.. living out a fom) of governance that is more conducive lo Ihe participation and responsibilty of all As in this latest General Congregation the focus was MO on adapting our structures and way of living to the changing times thal we are in, than new orientations for our mission and ministries. The tsvo challenges discerned during the 'General Congregation 2017 The Call to an ecological converrion" and 'The Invitation to embrace the digital culture of our time integrating it into the way we off8r our ministries" continue to influence our plans and decisions. The Sisters continue to identify emerging needs in the local area, as well as in the wider church and society. This prOsS serves lo determine how the Charity can respond lo these needs through its particular ministries and how best to use the Charity's premises for the greater benefit of those who seek space for Silen and reflectign.
.rH SHORT TERM.. Following an evaluation of the programme of events for 2023 and based upon what the Sisters have discerned as people's needs in the current time, a program has been prepared in response to needs, with various new fealures planned for 2024. This is lo be implemented over the coming year. As new requesls for hospitality and outreach (for both individuals and groups} 8rrive daily, the Sisters meel weekly in order lo discuss these requests and discem how to respond in line with the charity's mission whilst bearing in mind what is of greatest benefit to the public. In terms of the call lo an 'ecological conversion, the sisters seek conslan15y how to live more sustainably in their daily lives and in the way they offer hospitality. In addition lo switching to sustainable Gas and Electricity providers some years ago, and divesting from fossil fuels in 2022, the sisters have installed solar panels in June 2023. They now plan to increase insulation of the attic in order to decrease heat loss through the roof. In terms of embracing and integrating the digital culture in Iheir ministries. the Sisters ¢onlinue to offer a Mixtu of in person and online meetings. Also, event bookings and donations are increasingly processed online. However, other ways of booking remain possible for those who do not have access to the internet, as the sister5 are aware of the risk of digital exclusion of parts of Ihe population. With regard to the good maintenance of the property. the charity has updated their 'Planned Maintenance Schedule, over 5 - 1 Oyears in 2022. Work is ongoing to implement the schedule. with a number of extensive repairs and maintenance works planned that will enable the Sisters to develop their work and ministry of welcome. The revised schedule enables the works lo be planned and managed within budgets, to this end a designated Property maintenan and Development fund is now established. MEDIUM TERM.. In addition to the above short-term plans and in order lo plan for the future, the Sisters will meet in the early summer of 2024 to review and evaluate the activities and the hospitality offered over the pasl year and the impact on the beneficiaries. This review will include the impact of the cost-of-living crisis, the ecological emergency, persistence of ra¢ism and the increase in violence and war facing people irb our world loday. This will form the backdrop for planning the programme of ever¢ls and hospitality for 2025. The Sisters will continue to implement maintenance, repair and development works in the medium term in the light of the above mentioned 'Planned Maintenance Schedule, and ensure an appropriate budget is available to achieve this.
LONG TERM.. The present propety in Lewisham is an ideal asset for the mission of the Charity and the Sisters do not anticipate any major changes. The Congregation of the Sisters of St Andrew plans to maintain their community in Lewisham. London. and rts ministries for the long term. To this end, the Charity endeavours to develop Ihe hospitality offered to people coming from many different backgrounds and lo respond appropriately to the identified and evolving needs of the suiiounding population. The longer-lerm plans will be informed by the priorities identified at any future General Congregation. To this end a Mission and Ministry fund is now in place to support the longer temi development plans for the Charity. In terms of maintenance and development of the property. the above-mentioned report broadly identifies the maintenance works required in the next 10 years and the Sislers will progress various developments in order lo improve their ministry of welcome and hospitality into the future. FUTURE PLANS OF THE CONGREGATION OF THE SISTERS OF ST ANDREW HAVING AN IMPACT ON THE ENGLISH CHARITY: During the General Congregation in January 2017. the congregation of the Sisters of St Andrew made the decision lo leave their propety in Ramegnies-chin. Ramegnies-chin is silualed near the place of foundation of the congregation (Tournai, Belgium). For the lasl 70 years it has been the 'Mother House, and the seat of the Generalale. Dwindling numbers and a large and costty building have led the Sisters to decide lo leave this place for a new foundalion in Brussels. This will enable them to respond to the calls of the Church and the World, taking into account the make-up of the congregation today.. more intemalional, smaller in number, open to new forms of apostolic commilmenls. The building in Ramegnies-chin will be sold. The Diocese of Tournai and the CIVCSVA (Rome) have agreed to this process. '<> This project plan lo leave Ramegnies-chin for Brussels is progressing at a slower pace than originally planned,. this is due to constraints linked lo the pandemic and administrative delays. However, the first stage of the move was completed in 2023, and some of the older Sisters have now moved to Brussels. The second stage is delayed due lo problems with the construction of the new building in Brussels. The relocation of the sisters Mother House. is supported by the trustees of the English charity- It will enable greater efficiency, better coordination, support and administration of the Religious of St Andrew worldwide, including in England. RISK ASSESSMENT AND MANAGEMENT The Trustees undertake an annual review of the risks and uncertainties that the charity faces with regard to the govemance, rnanagement. operation, finance and the reputation of the charity as well as risks due to changes in government policy, laws and regulations. A revised 'Risk Monitoring, framework was agreed in 2022 and updated in 2023. The key risks are described below together with the principal ways in which they are being mitigated. RISK No 1 The trustee board does not have all of the necessary competencies with regard to governance, administration and accounting in the charity.
The trustees have. therefore. contracted for the provision of these services to assist them in the execution of these tasks. In addition, the Sisters participate in ongoing training to keep up to date with charity law, administration and financial accounting for charities. RISK No 2 The trustees are aware of the need to ensure that guests who come to St Andrews, or those who receive a service from the Sisters are protected approprialely. To this end the Charity has a number of policies and procedures with regard lo Heallh and Safety, Fire Safety, Safeguarding, Confidentiality, Data Protection, Risk Assessments etc. and these are reviewed regularly to ensure safe practi in service delivery. RISK No 3 The charity has donated a significant amount of funding in support of the Congregation of The Sisters of St Andrew in the Democratic Republic of the Congo. It is accepled that political instability in that country may expose the amount spent to at risk. The Superior General of the Sisters of St Andrew visits the communities and the projects supported by the Charity in the DRC at least On a year. The Iruslees have received assurances that the properties on which money has been spent are properly registered in the name of the Congregation and full written reports, supported by photographs, of how the monies have been utilised are submitted annually to the trustees. RISK No 4 The trustees are aware of their moral and legal obligation to care for their older members. While the Congregation has decided that its elderly members should be housed and cared for by the Communty at Ramegnies-chin in Belgium the Trust retains financial responsibility for their care. Because none of the Sisters have any fin8nci81 resources of their own the Irustees are aware of the need for them to secure a reliable income from the assets available to the trust. A key element of the management of this risk is to ensure that the charity has the available resources to contribute to the Sisters, care, should it be needed, both now and in the years to come, by setting aside some assets in a designated fund. RISK No 5 The trustees are aware of the need to adequately insure their assets, particularly the property at Lewisham. Aw)rdingly, they maintain a professional assessment of the rebuilding costs which was updated in 2022 (next assessment is due in 20271. A full review of insurance requirements was completed in 2022 in order to ensure appropriate levels of ¢over in the evenl of a major incident. RISK No 6 Whilst Covid -19 risks are now reduced, there continues lo be awareness of the risk to provision of 8n i person ministry of welcome at St Andrews particularly as some of those attending are in the vulnerable group. The capacity to provide a physical welcome was prevented for long periods in 2020 and 2021. Society adapted by embracing digital technology and as a result the trustees have reconsidered ways in which the ministry can be delivered both online and in person. New ways of working have been embedded both al the centre and in terms of outreach and digital work. This enables the Sisters to be flexible in responding to the needs of the community into the future.
FINANCIAL REVIEW ACCOUNTING POLICIES Details of the accounting policies are sel out in the notes lo the Accounts. ADMINISTRATION FINANCE The costs incurred in administering the charity were modest, amounting to £26,219 for accountancy, administrative support. legal and professional services, all of which are provided under contract. TRUSTEE & STAFF REMUNERATION All trustees are members of the Congregation and whilst their living and personal expenses are borne by the charity they receive no remuneration or reimbursement of expenses in connection with their duties as trustees. The Trust does not employ any staff. CUSTODIAN TRUSTEE The trust does not act as a custodian for any other organisation. THE LEWISHAM COMMUNITY 2023 INCOMING RESOURCES Incoming resour during the year were £104.41912022 £105,7081- a decrease of £1,289 due primarily lo a decrease in pensions received due to changes in personnel. EXPENDITURE Resources expended were £207,899 which, after allowing for Ihe investment gain of £150,949 resutted in a surplus for the year of £47,469 INVESTMENTS In 2022 the Iruslees undertook a review of investment5 resulting in a decision to divest from fossil fvel and move all funds to one provider CCLA in an Ethical Investment fund. During 2023 the Trust's investment portfolio - increased by £150,949. ALLOCATION OF COSTS BY ACTIVITY Please refer to the separate notes under each activity. FINANCIAL RISKS Please refer to the section on Risk Assessment & Management. LOAN TO GENERALATE Following the sale of the Eden Hall estate in 2014 the English charty granted a loan of £2,400,000 to the Generalate of the Congregation to further the inlernalional activities of the Congregation. The trustees, after seeking professional advi, sought and obtained confirmation frorn the General Council with regard to the compatibility of the respective trust deeds and the missions of bolh organisalions. Having received the appropriate a$suranS and given due consideration to the request the trustees decided to grant the loan on an interest free basi5 for a period of 10 years, subject to earlier repayment should the need arise. During the year reductions in the loan balan were authorised to enable the Trust to retain the cash and avoid currency exchange and bank transmission costs. These reductions related to payment of the funeral costs for one of the English Sisters £1,727, the return of Restricted funds of £6,814 to the Generalate and Ihe settlement of a debt of £11,900 to the European RegionlGeneralate being the net difference beeen what was due both to and from the Region. The balance of the loan at the year-end wa$ £800,315. GIFTS There were no giftslgrants to support the work of the Sisters overseas during 2023.
RESERVES POLICY FREE RESERVES The Iruslees reviewed their reserves policy during the year and decided that the appropriate level of reserves lo be maintained should remain al the amount required lo cover the Irust's normal expenditure for a period of six lo e1ve months. With annual operational expenditure Igross expenditure less gifts and depreciationl in 2023 of £161,898 the level of free reserves required was circa £80,949 to £161,898. This level is adequately covered by the value of cash in the bank and the deposit account. MEMBERS. MAINTENANCE RESERVE During 2017 the Congregation decided that any member whose care needs warranted special support would, with her agreement, move lo Belgium to the community al Ramegnies-chin. where both suitable 80Mm0dat10n and care support facilities are available. The Generalate undertakes to provide for Ihe care and support needs for the future Maintenan of their elderly members. As the average age of the English community increases, the trustees recognise their responsibility lo make some provision for a contribution to future care and support of those Currently WOTking in the English charity. To this end a Members, Maintenance Reserve is maintained. The Members, Maintenance Reserve was revalued at 31 December 2023. The liability stands at £755,980. This is due lo be reviewed again in December 2024. PROPERTY MAINTENANCE RESERVE The trustees have determined that a separate propety maintenance reserve is required in order to ensure the good order of the propety so that it can support the charities mission. The reserve is to cover the cost of required rePlamentS, new developments, additions to the property, lechnical reviews and major reno- vations. The amount of £523,953 is lo be held as detemiined through a 10-year propety survey and plan {less the small annual maintenance charges). MISSION & MINISTRY RESERVE This reserve fund is for the Trust to support the development of projects both here in England and abroad in accordance with the charities mission. In 202314 this comprises a reserve of £800,000 currently on inter- est free loan to the Generalate to support the wider mission of Sl Andrews across the world. GOING CONCERN The trustees are confident, supported by the level of net current assets av8i18ble to them and the decision by the Congregation to maintain a presence in England, that they have adequate resources lo ensure their medium-tefm continuity. Reserves will be reviewed on an annual basis lo ensure that the charity is in a position to fusfil its mission. POST BALANCE SHEET DATE EVENTS The only post balan sheet dale event of significance is the continuing turbulen in the economy caused by war and the post pandemic cost of living crisis. Some comfort is available to the trustees by virtue of their substantial cash holdings which will protect *heir investment portfolios from the need to sell units in the short term. PUBLIC BENEFIT The trustees are aware of the applicable principles of public benefit as set out in guidall from the Charity Commission. The trustees are also aware of the need to demonstrate that the public derives benefit from the use of the Trust's facilities and the activities initiated by the Trust. This benefil is mainly provided by the Sisters and their volunteer helpers to those members of the public who wish to participate in retreats held at Lewisham and elsewhere.
The welcome of retrealants caters for the spiritual and material needs of individuals and groups of both medium and small size. The trust aims to recover the additional costs it incurs in running retreats by seeking donations from the participants. It is, however. the Irusl's policy that those who cannot afford the suggested donation should be accepted al a reduced, or even a nil, rate. The availability of concessions is publicised in the trust's literature and on its website. The website of The Welcome has also contributed to a grealer awareness ofthe activities of the Communty and of its benefit to the public. This has resulted in reaching out to local schools, a wider public and a catchment area outside the Lewisham locality. Details of the public benefit provided are also included under the achievements paragraphs relating lo The Welcome and Spiritual Accompaniment. In addition to running retreats the trust also makes the facilities at Lewisham available to visrting groups and for special events and the Sisters undertake voluntary work in a variety of settings in the local community. STRUCTURE, GOVERNANCE & MANAGEMENT STRUCTURE The trustee board comprises of six members, all of whom are members of the Community. In November 2021 Sr Regula Hug agreed to continue as Chair for an additional period {having been elecled for a period of three years in September 2018). This position rfjmains under review as the roles and responsibilities of the Charity and its trustees are reviewed. GOVERNANCE The administration of the Trust is the responsibility of all of the trustees, who meet regularly. The trust secretary monitors governance issues and is the trust's interface with ils professional advisers. TRUST MANAGEMENT Sr Regula, Ihe Trust's Chair, is in charge of Ihe day to day administration in consultation with the Superior and the other trustees. Support with some book keeping and trust secretarial duties are Outsourd. Ms Trudy Kilcullen MBE acts as Trust Secretary in order to achieve good governance, administration and financial accounting for the charity, as slated in the risk assessment. TRAINING OF TRUSTEES Newly appointed trustees are provided with an induction and an information pack. All trustees are encouraged to undertake conlinuation training, including allendance on relevant courses, cOnferenS and seminars. During 2023 trustees participated in online and in person Iraining opportunities and were represented at the Annual conference of the Association of Provincial Bursars. Where not all of the trustees are able to attend a relevant event those unable to attend are provided with notes of the meeling and they are briefed on the major topics that have been discussed. Copies of relevant press, magazine articles, professional reports and webinars are circulated to ensure that the trustees are kept informed about relevant current events. TRUSTEES The power lo appoint new trustees is vested in the Superior General, who is the head of the Congregation. The Superior recommends the names of Sisters suitable lo become trustees to the Superior General based upon their personal skills and the needs of the trustee board. The trustees may also co-opt either general or specialist advisers to provide advice to the trustee board. The Superior General has the power to remove any trustee and to request the resignation of a Iruslee rf she considers it appropriate for the good government and benefrt ot the charity. She also appoints the Local Superiors of each Community. GENERAL DATA PROTECTION REGULATIONS The trustees are aware of the requirements of GDPR and they have adapted their administrative procedures to ensure that they are compliant with the regulations.
BREXIT The trustees continue lo maintain an interest in impact of Brexit. The situation is of particular importance to them because most of the Sisters resident al Lewisham are nationals of EU Countries or Switzerland. All Sisters have registered as either Settled or Pre-settled. Measures have been taken to ensure the Charity is ready to apply for the necessary permissions should any Sisters from overseas be appointed in the fulure. LEGAL STATUS OF CHARITY The legal slalus of the charity is that of 8 Charitable Trust established by a Twst Deed executed on 15th February 1963 and amended by Scheme dated 2fh August 1996 TRU8TEE8' BIOGRAPHIES The current trustees are.. Sister Regula Hug Sr. Regula arrived in England from one of the communities of the Sisters of Sl Andrew in Fran in 1998. She was part of the communrty in London for 10 years (first in Vauxhall and then in Tooling Bec} until she moved lo Edenbridge in September 2008. She worked as a Prison Chaplain until 2004 and as a Mental Health Chaplain with the South West London and St George's Menlal Health NHS Trust until her retirement in September 2013. She is involved in administration, management, retreat work and spiritual accompanimenl. Being trained in Ignatian Spirituality, she is also interested in Creation and Ecological Spirituality. In May 2021 she Ifained as a 'Laudato Si Animator,. She is a trustee since 2008 and has been the Chair of truslees since 2015. Slster Sigrun Gross Sister Sigrun was part of the community of the Sisters of SaintAndrew in Ameugny, France. from 1983 until 2002, taking part in the ministry of the Sisters with the Taizé community and in the formation of the young Sisters. She then spent three years in the community in Lubumbashi, Congo. also working for the formation of the young Sisters there. After years in Ihe community in Edenbridge, Kent, from 2006 to 2008, where she was involved in the Sisters, Retreat Centre, she was sent to Belgium. In the communtties of Charleroi and then in La Pairelle, where the Sisters collaborate with the Jesuits in their Retreat Centre, she was involved in Spiritual d1ctiOn and in giving retreats. as well as in a voluntary work in the catechumenate of the diocese of Toumai. Since April 2018 she has been in the community in Lewisham, where she is superior of the community and involved in retreat work and spiritual accompanimenl. Slster Christiano Lehairwas partofthe London community from 1996 until September 2008, first in Vauxhall {1996 to 2004) and then in Tooling Be¢12004 -2008). In 1996 she worked in a voluntary capacity in Trinity Hospi 8nd as a nurse in a nursing home. she volunteered al the Melhodisl Vauxhall Youth Club 8nd the Day Cerrtre of the Refugee Council. She worked at Guy's and St Thomas. NHS Trust for 12 years, first as an assistant chaplain, then as a chaplain and later as a Palliative and Supportive Care Senior Chaplain. She was part of the Edenbridge community from 2008 until 2013 when it closed {acting as superior of the community from 2008 to 20111. She trained as a Psychosynlhesis counsellor and now runs a small priv8te counselling practi. She is involved in administration, retreat work, spiritual accompanimenl, maintenance work, keeping the garden and drives lidy as well as being 8 Fire Marshall. She has been a trustee Sin 2002. In 2019 she Irained in Eco-therapy and in 2021 she trained as a Laudato Si animator.
Sr Lorglla Ceruttl Since September 2020 sister Lorella has been the Delegate of the General Superior for the Sl Andrew's Communities in the European Region lin England, Belgium and France). She visits and is allenlive to the local needs of each community. She encourages Ihe sisters to live their religious lives and undertake their commitments in accordance with the values of the Gospel, both within the St Andrew's Order and in our contemporary world's cultural, social and political contexts. She lived for several years in the communty of Ameugny {Francel - the neighbouring village to the Eucumenical community of Taize- where she was involved in the welcome of Ihe young people, including spirilual accompaniment and developing the different proposals for visitors and volunteers. She now lives in Bruxelles, where she is accompanying Ihe new project of the Congregation. She collaborates with the Jesuits in the young adult ministry called Magis. Their aim is lo help young adults (18- 35 year old) through reflection and prayer to pul their faith into action in today's society. She also regularly visits the relenlion ntre for illegal immigrants in Bruges with the JRS (Jesuits Refugees Service). Sister Marie-christine Berg Sister Marie-chrisline Berg lived in the MMunity of Ameugny (Fran) taking part in the ministry of the Sisters with the Taizé Community. She then worked with Jesuits in Lyon (France) to accompany the formation of medical students. Since 2010. she has been involved full lime at StAndrew's, giving spiritual direction and supervision, leading retreats and quiet days. She is part of Ihe administration team and welcomes guests in the house. Sister Fiona Maguire Sisler Fiona spent over 20 years in our communities in France and Belgium. During that time, she worked with the Taizé communty in France as part of a chaplaincy team, working with young adult volunteers, giving retalS and spiritual accompaniment to visitors, and heading up biblical theatre workshops. She also spent several years working at the Ignatian Retreal Centre La Pairelle in Belgium. She moved to the community in Lewish8m in 2020, where she now works as a spiritual director and as parl of the welcome team. She also works in London as an English language teacher and literacy tutor.
LEGALAND ADMINISTRATIVE INFORMATION TRUSTEES The trustees during the year were Sister Regula Hug Ichairl, Sister Sigrun Gross, Sister Christiane Lehair, Sister Marie-chrisline Berg, Sr Fiona Maguire (appointed November 2021), Sr Lorella Cerutti (appointed November 2021). CHAIR OF TRUSTEES Sister Regula Hug SUPERIOR, LEWISHAM COMMUNITY Sister Sigrun Gross SECRETARY Ms Trudy Kilcullen MBE REGISTERED ADDRESS The Sisters of St Andrew 99 Belmont Hill Lewisham SE13 5DY Tel.. 0208 852 1662 E-mail.. regula.hug@sisters-of-st-andrew.com Website: www.sislers-of-$t-andrew.¢om CHARITY NUMBER 227315 GOVERNING INSTRUMENT Trust Deed dated 15 February 1963 Scheme LISI 227315 sealed 27 August 1996 PROFESSIONAL ADVISERS INDEPENDENT EXAMINER Adam Halsey Haysmacintyre LLP 10 Queen Street Place London SOLICITOR stone King 13 Queen Square Bath BA12HJ BANKERS Royal Bank of Scotland Drummonds 49 Charing Cross London SW1A 2DX Metro Bank Unit 4. Nugent Retail Park. Cray Ave., Orpington, BR5 3RP
SURVEYOR Landers & Associates 67 Riefield Road London SE9 2RA INVESTMENT POWER Under the Society's Trust Deed dated 15 February 1963 and supplemenled by a Section 26 authority CDrr] 227315 sealed by the Charity Commission 12 January 1995. STATEMENT OF TRUSTEES, RESPONSIBILITIES The Trustees are responsible for preparing the Trustees. Annual Report and the financial statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice). The law applicable lo charities in England and Wales requires the Truslees ol the charity to prepare financial slalemenls for each financial year which give a true and fair view of the slate of affairs of the charity and of the incoming resources and application of resources of the charity for Ihal period. In preparing those financial statements, the trustees are required to.. Select suitable accounting F)olicies and then apply them consistently. Observe the methods and principles of the Charities SORP Make judgements and estimates thal are reasonable and prudent. Slate whether applicable accounting standards have been followed, subject to any malerial departures disclosed and explained in the financial statements. Prepare the financial ststements on the going concern basis unless it is inappropriate to presume that this basis appli8s. The Iruslees are responsible for keeping proper accounling records which disclose with reasonable accuracy al any time the financial position of the Charity and to enable them to ensure that the financial statements comply with the Charities Act 2011, the Charity (Accounts and reports) Regulations 2008 and with the constilulion. They are also responsible for safeguarding the assets of the Charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities. The Trustee's Report was approved by the Board and signed on its behalf by- Sis r Regula Hug Chair and Trustee Sister Lorella Cerutti Trustee 22nd April 2024
INDEPENDENT EXAMINERS. REPORT TO THE MEMBERS OF THE RELIGIOUS OF ST ANDREW I report on the accounts of the charity for the year ended 31 December 2023. Respective responsibilities of trustees and examlner The charity's trustees are responsible for the preparation of the accounts. The charity's trustees consider that an audit Is not required for this year under section 144 (21 of the Charities Act 2011 (the 2011 Act) and that an independent examination is needed. Having satisfied myself that the charity is eligible for independent examination, it is my responsibility to: examine the accounts under section 145 of the 2011 Act; follow the procedures laid down in the general Directions given by the Charity Commission under 5ettion 145(5){b) of the 2011 Act,. and state whether particular matters have come to my attention. Basis of independent examiner's report My examination was carried out in accordance with the general Direction5 given by the Charity Commission. An examination include5 a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It 8150 includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from you a5 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 OLFt in the statement below. Independent examiner's statement In connettion with my examination, no matter has come to my attention.. which gives me reasonable cause to believe that, in any material respect, the requirements: to keep accounting records in accordance with section 130 of the Charities Att 2011; and to prepare accounts which accord with the accounting records, comply with the accounting requirements of the Charities Act 2011 and which are consistent with the methods and principles of the Statement of Recommended Prartice: Accounting and Reporting by Charities have not been met; or to whlch, In my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached. Adam Halsey FCA Haysmacintyre LLP 10 Queen Street Place London EC4R IAG Date: 22 April 2024 23
RELIGIOUS OF ST ANDREW COMMUNITY IN ENGLAND STATEMENT OF FINANCIAL ACTIVITIES YEAR ENDED 31 DECEMBER 2023 2023 Total 2022 Total Notes INCOME AND ENDOWMENTS FROM: Donations and legacies." Income from Sisters salaries and pensions Income from other donations and legades 28,174 66,451 41,977 60,973 Income from Investments 9,793 2,758 Total Income and Endowments 104,419 105,708 EXPENDITURE ON: Expenditure on Charitable Activities 207,899 206,185 Total Resources Expenditure 207,899 206,185 OTHER RECOGNISED GAINS/{LOSSES): Gain/(Loss) on investment 150,949 (103,653) NET MOVEMENT IN FUNDS 47,469 1204,130) RECONCILIATION OF FUNDS: Total funds brought forward at l January 4,670,186 4.874,316 Total funds carried forward at 31 December 4,717,655 4,670,186 The accompanying notes form part of these accounts.
THE RELIGIOUS OF ST ANDREW COMMUNITY IN ENGLAND BALANCE SHEET AS AT 31 DECEMBER 2023 2023 2022 Notes FIXED ASSETS 2,414,314 2,414,206 INVESTMENTS 1,297,552 1,146,602 3,711.866 3,560,808 CURRENT ASSETS Debtor5 Cash at bank and in hand 801,771 211,506 823,858 303,013 1,013,277 1,126,871 CREDITORS: Amounts due within one year (6,488) {9,677) NET CURRENT ASSETS 1,006,789 1,117,194 CREDITORS: Amounts due after one year (1,000) (7,814) NET ASSETS 4,717,655 4,670,189 FUNDS: Unrestricted funds 223,410 4,494,245 loo,000 4.570,189 Designated Funds TOTAL FUNDS 4,717,655 4,670.189 The financial statements were approved and authorlsed for issue by the Trustees on and were signed below on its behalf by: Sister egula Hug Chair and Trustee Sister Lorella Cerutti Trustee 2024
THE RELIGIOUS OF ST ANDREW COMMUNITY IN ENGLAND BALANCE SHEET AS AT 31 DECEMBER 2023 The accompanying notes form part of these accounts.
THE RELIGIOUS OF ST ANDREW COMMUNITY IN ENGLAND NOTES TO THE ACCOLINTS YEAR ENDED 31 DECEMBER 2023 ACCOUNTING POLICIES The principal accountlng policies adopted, judgements and key SoUrS of estimation Unrtainty in the preparation of the financial statements are as follow5.. Basis of Accountlng The financial statement5 have been prepared in accordance with Accountlng and Reporting by Charities.. Statement of Recommended prattl applicable to charities preparing theSr accounts in accordance wlth the Flnanclal Reporting Standard pplicable in the UK and Republlc of Ireland {FRS 102) (Charities SORP IFRS1021), the financial Reportin9 Standard appllcable in the UK and Republlc of Ireland (FRS 102). The Religlous of St Andrew meets to deflnltion of a publ( entity under FRS 102. Assets and liabillties are Inltlally recognised at historical cost or transattion value unless otherwise stated in the relevant accounting policy notes. bl Going contem The Board of Trustees is of the oplnlon that the charity has adequate resources to continue in operational existence for the foreseeable future and there are no materlal uncertaintles regardlng the Trust's ability to do so. Tanglble flxed Assets Depreciation is provided to write off the cost of all fixed assets except freehold land over their expected useful live5. It is calculated at the following annual rates. Freehold Buildlngs Solar Panels Motor Vehlcles Fixtures and fittings offi eqLSipment 2% 4010 25% 20Wo 200/0 The Charity capitalises all capltal expenditure totalling £2,000 or more. dl Taxatlon The Religious of St Andrew is a registered charlty and accordlngly Is not liable to Unlted Kingdom taxation. Income Income comprise of pension5, salariesi glfts, donations, and investment Income. The income in recognlsed when it is probable to be received can be measured reliably and charity is entitled to It.
THE RELIGIOUS OF ST ANDREW COMMUNITY IN ENGLAND NOTES TO THE ACCOUNTS YEAR ENDED 31 DECEMBER 2023 ACCOUNTING POLICIES CONTINUED Expenditure Charitable expenditure consists of all expenditure relating to the objects of the Charity. All costs are direttiy attributable to the activieS under whlch they have been analysed. Governance costs Include expenditu on the governance of the ChatY and Its assets and are primarily associated with constitutlonal and statutory requlrements. Irrecoverable VAT is included with the category of expense to which it relates. b) Funds All funds are unrestCted and are available for use by the charlty in accordance with its objects. The trustees have deslgnated all unrestrlcted funds as set out In note 7 to the financial statements. Cash and Cash Equivalent5 Cash and cash eoulvalents includes cash and short tem hl9hly Ilquld Investments wlth short term maturity of three months or less from the date of acquisition or opening of the deposit or similar account. d) Credltors and provislons Creditors and provisions are recognised where the charSty has a present obligation resulting from a past event that wlll probably result In the transfer of funds to a third party and the amount due to settle the obligation can be measured or estimated reliably. Creditors and provisions are normally recognised at their settlement amount after allowing for any trade discounts due. Estlmates and Judgements Estimate5 and judgements are continually evaluated and are based on historlcal experience and other factors, including expectatlons of future events that are believed to be reasonable under the circumstances. Although these estimates are based on the trustee's best knowledge of the amount, events or actions, actual results ultlmately differ from these estimates. The trustees do not consider there to be any estimates and Judgements. Finandal Instruments The charity Only has financial assets and financial liabilities of a klnd that quallfy as basic flnanclal Instruments. Baslc financlal Instnjments, 6ncludlng trade and other debtors and creditors are initially recognised at transaction value and subsequently measured at their setttement value.
THE RELIGIOUS OF ST ANDREW COMMUNITY IN ENGLAND NOTES TO THE ACCOUNTS YEAR ENDED 31 DECEMBER 2023 ANALYSIS OF TOTAL INCOME AND ENDOWMENTS TataI 2023 Zncome from investments Indudes Gain on investment portfolio Lnvestment Income 150,949 ANALYSIS OF TOTAL EXPENDITURE Depreciation other Dlrect costs Total 2023 Charitable ArtiViTties." Support of members and theSr mSnlstry 62,323 127,027 189,350 Support and Governance costs 8,624 8,624 Total Expenditure 62,323 135,651 197,974 Accountancy Independent Exarnination Fees 9,925 207,899 other Dlrect costs Total 2022 Depreclation Charitable Art•vitles.' Support of members and their ministry 60,885 127,098 187,983 Support and Governance costs 7,919 7,919 Total Expenditu 60,885 135,017 195,902 Accountancy Independent Examination Fees 8,411 1,800 206,185 As members of the Society the Trustees. living expen5e5 {including travell during the year were borne by the Charity but the Trustees received no remuneration or other benefits In connettion wlth thelr dutles as Trustees during the year.
THE RELIGIOUS OF ST ANDREW COMMUNITY IN ENGLAND NOTES TO THE ACCOUNTS YEAR ENDED 31 DECEMBER 2023 Total 2023 INVESTMENT Market value of Ilsted Investments Balance at l January 2023 Deductions Unrealised Losses Revaluation 1,146,602 150,950 Balance at 31 December 2023 1,297,552 Hlstorical cast at 31 December 2023 1.250,255 Valued by referen to a UK stock exchange: COIF Charities Ethical Investment fund 577,329 672,926 TANGIBLE FIXED ASSETS Freehold Land and Buildings Solar Panels Fixturas Flttings and Equipment Motor Vehlcles Total Cost or valuatlon At l January 2023 Addltlons In year 3,016.927 34,712 1,060 19,104 3,070,743 62,432 61,372 At 31 December 2023 3,016,927 61,372 35,772 19,104 3,133,175 DepreciatTron At l January 2023 Charge for the year 603,339 60,339 34.OM 19,104 656,537 1,227 758 62,324 At 31 December 2023 663,678 1,227 34,802 19,104 718,861 Net Book Value At 31 December 2023 2,353,199 60,145 970 2,414,314 At 31 December 2022 2,413,539 668 2,414,207 The charity's current property at Lewisham has been valued at cost plus improvements. This property Ss In functional use and therefore the cost of a full valuation would be an unnecessary use of the assets of the charity.
THE RELIGIOUS OF ST ANDREW COMMUNITY IN ENGLAND NOTES TO THE ACCOUNTS YEAR ENDED 31 DECEMBER 2023 DEBTORS: Amounts due within one year 2023 2022 Prepayments and accrued income other debtors Loans 1,456 3,102 800,315 820,756 801,771 823,858 In 2014 the charsty approved a request from its General Council in Belgiurn that it be granted an interest free loan of £2,400,000. These funds arose from the sale of the Eden Hall estate. The loan temi is for 10 years but Is Included in short term debtors as It is repayable on demand. CREDrroRS: Amounts due within ona year 2023 2022 Trade cred5tors Accruals 2,253 4,235 4,966 4,711 6,488 9,677 CREDITORS: Amounts due after one year 2023 2022 Amounts held on behalf of members 1,000 7,814
THE RELIGIOUS OF ST ANDREW COMMUNITY IN ENGLAND NOTES TO THE ACCOUNTS YEAR ENDED 31 DECEMBER 2023 Unrestrictèd Funds Deslgnated funds: 9 FUNDS. English Communities Flxed Assets Members, Maint. Res Property Mlsslonary Maint. & Ministry Fund Fund Total Funds Funds as at l January 2023 100,000 2,414,206 755,980 600,OOD 800,000 4,670,186 Income Expenditure Gain on Investments Transfer between funds 104,419 (130,9001 150,949 11,0601 104,419 1207,899) 150,949 {62,3231 {14.676) 62,431 {61,371) Funds at JL )ember 2023 223,408 2,414,314 755.980 523.953 800.000 4.717.655 Unrestrlcted Funds Engllsh Communities Designated funds: FUNDS. Flxed Assets Members, Malnt. Res Property Mlsslonary Maint. & Mlnlstry Fund Fund Total Futtds Funds a5 at l January 2022 73,469 2.475.091 2.325.757 4,874,317 Income Expenditrjre Purchas& of fixed assets Loss on Investments Transfer between funds 105,707 (145.3001 105,707 {206,1851 160,8851 {103,6531 169.777 {103,6531 11.569,777) 600,000 800,000 Funds at 31 December 2022 100,000 2,414.206 755.980 600.000 800.000 4.670.186 English Communities The activities refletted in the accounts of the Engllsh Communlty are primarily those that relate to the control and management of the Trust and Its assets. Members, Maintenance Fund This reserve was created to acknowledge the Trust's responsSblllty for the future malntenance of its elderly members. The level of the reserve is revTewed annually to ensure there are sufficient funds available to sustain mernbers. In the event of Insufflcient reserves funding will be available from Ramagnies-chin.
THE RELIGIOUS OF ST ANDREW COMMUNITY IN ENGLAND NOTES TO THE ACCOUNTS YEAR ENDED 31 DECEMBER 2023 9. FUNDS {¢ontrnued) Property Malntenance Fund Thi5 reserve ha5 been created to acknowledge the required replacements, new developments, additions, technical reviews and major renovations to the freehold property. The level of reserve is based on a 10 year property plan less the annual malntenance charge, expensed as Incurred. Mlssion and Ministry Fund Thls reserve acknowledges the commltment to the prolerts both In England and abroad for the next 5 years. This reserve reflects the loan owing from RamagnSes-Chln and will be reviewed annually for suitablllty. All of the ¢harity's funds are unrestricted. 2023 2022 INCOME AND ENDOWMENTS FROM: Rents Donatlons and gifts Salaries and Penglons Miscellaneous income G5ft Ald Investment income 1,480 56,969 28,174 596 7,405 9,793 900 52,078 41,977 770 7,225 2,758 104,419 105,708 EXPENDITURE ON: Living costs Livlng costs of sSsters at Ramagnies-chin Pension contributions payable in Belgi¢Jm Property costs Admin costs Travel Legal & professional Gift Depreciation 34,698 27,400 30,299 9,299 41,217 13,992 6,201 12,876 2,050 60,865 9,631 65,174 11,667 9,133 14,552 721 62,323 (207,899) (206,185) OTHER RECOGNISED GAINS/(LOSSES) GaSn/lLossl on Investment assets 150,949 (103,653) NET MOVEMENT IN FUNDS 47,469 {204,130)
THE RELIGIOUS OF ST ANDREW COMMUNITY IN ENGLAND NOTES TO THE ACCOUNTS YEAR ENDED 31 DECEMBER 2023