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2022-12-31-accounts

Page
Trustees' Report 1-17
Auditors'
Report
18-20
Statement of Financial Activities 21-23
Summary of Income and Expenditure Account and 24
Statement ofChanges in Equity
Balance Sheet 25-26
Cashflow Statement 27
Notes to the Accounts 29-SB

Clergy Stipend
Levels
2022 2021
Assistant
Curate
21,990 21,559
Incumbent
and Vicar in Rectorial Benefice
25,870 25,363
Rector of Rectorial Benefice 27,164 26,631
Residentiary
Canon
29,751 29,167
Archdeacon 39,581 38,805
Dean 40,099 39,313

Forthe Year Ended 31Decemb Forthe Year Ended 31Decemb er 2022 er 2022
Unreslrlcted gesulctsd Total
Capital
General Designated Income Permanent
Funds Funds Funds Endowment
Funds
2022
E
INCOME AND ENDOWMESfl5 FAOMr
Donations and legades 3 4845,127 2,269 350,638 4,598,082
Charltabk Acthrldes 4 18,967 28,967
Irnustm ento 5 144,317 73,919 266,868 78,171 563,175
Other Sourcm 6 11,799 23,927 35,726
TOTAL 4,210 76.188 SI14M ~7S 9 522 Al
2021 2021 2021 2021 2021
E E E E
INCOME ANO ENDOWMENTS FROND
Donalkns and Legedes 3 5,235,951 805,138 49,742 6,030.831
Chargable Arthctks 31,765
lmnmtm eras 118,304 60,289 218418 82,290 479,701
Other Sources 9/67 143,177 152,644
Forthe Year Ended SiDecemb Forthe Year Ended SiDecemb er 2022
Unrastdcted striated
Capilal
General Desiglmted Income Permanent Funds
Funds Funds Funds Endowment
Funds
2022 2022 2022
6 6 E
Raidng Funds 7 6,712 9417 1,713 20,392 38,644
Charitable
Adhrldes
Support for Ministry 8 3,228.535 50,277 898,135 4,176.947
Support for Parishes 9 1,102,137 47,109 18,5$9 1,167,3$5
Church Property 101„039 195,433
Other Rnanclal Support 163,56$ 163,568
Communication 12 44,956 44,956
13 1,187,711 1,187,851
4AI4857 llPaa oo881 tlllN ~S75lal
2021 2021 2021 2021 2021
EXPENDITURE ON: 8 6 6 8
Robing Funds 7 6.665 9,733 2A137 25,595 44,D30
Charitable
Acthddes
Support for Ministry 8 3,525,731 61,042 $98,788 4,485,561
Support for Parishes 9 1,413.300 67,299 10rlly ly491,516
Church Properly 10 67,296 17,882 85,178
Other Financial Support 144957 14M57
Communicauon 12 30.769 30,769
Other 52,695 52,695
5,185,718 13fh074 9292I24 TR290 Er$33,706

stdcted stdcted Total
Cspnsf
Designated Income Permanent
Funds Funds Endowment
Funds
2022 2022 2022
NET INCOME /(EXPENDllURE)
BEFOREINVESTMENT GAINS (216,747) (31,155) (371,398) (1,129,884) (1,749,1S4)
NST (LOSSES)ON I VSSISIIENTS 18 (111,733) (163,171) (9,938) (381,169) (666,011)
NET INCOME/(EXPENDIIURE) (328,480) (194,326) (381,336) (1,511,053) (2,415,195)
TRANSFERS BETWEEN FUNDS 24/25 (356.563) (26,009) 392,768 (10,196)
NET MOVEMENT
IN FUNDS
(685,043) (220,335) 11~2 (L521,249) (2815,195)
Total Funds Brtnmht ronsard 6,234,940 2,406,444 2,176,702 4,351,301 15,169,387
TOTAL FUNDS CARRIED FORWARD 44 4 5 5 LOROARL 5 54
2023 2021 2021 2021 2021
E 6 6 6
NET INCOME /(EXPENOllURE)
BEFOREINVESTMENT GAINS (77,785) 237.509 53,742 423,235
NET GAINS ON INVESTMENIS 18 139,938 195/135 16.558 445/I71 798/O2
NET INCOMF/(EXPENOllURE) 349,707 117,850 254,067 499,613 1,221,237
TRANSFERS BETWEEN IUNDS 24/25 226,315 (106,315) (110.000) (10,000)
NET MOVEMENT IN FUNDS 576,022 144.067 489,613 1,221,237
Total Funds BmuEht Norward 5,65S,918 2,394,909 2/82,635 32)615688 13,94S,150
IIIIALFURIORARIUUOIOROOI 454445 4445444 LLFAIUI ASUUI .145445

STATEMENT OF CHANGES
IN EQUITY
Forthe Year Ended 31December 2022
2022 2021
E E
Gross Income (per SOFA) 5,226,050 7,145,610
Expenditure
(per SOFA)
(6,975,234) (6,722,375)
Operating
(Oefidt)/Surplus
For the year
(1,749,184) 423,236
Reagsed Gains on Investments
Realised gains/losses
on Investments
177,201 1,057,414
Realised gains on investment properties
Realised gains on fixed assets
177,201 1,057,414
(1,571,983) 1,480,650
Unrealised
Gains on Investments
Revaluation
(Loss)/Gain
on Investment
Property
Unrealised
Gains/(Losses)
on
Investments (843,212) (259,411)
Revaluation
(Loss}on Fixed Assets
Valuation ofProperties
Introduced
(843,212) (259,411)
(DEFICIT)/SURPLUS FORTHE YEAR (2,415,195) 1,221,237

Notes 2022f 2022
f
2021
E
2021
Restated Restated
~xE~Ass 5
Tangible Assets 17 229,419 224,695
Investments 18 7,849,441 9,643,691
Long term debtors 19 271,324 336,446
8,350,184 10,204,832
C~URRENT SSE)5
Debtors 20 327,943 562,117
Cash at gant and in Hand 6,001,684 6,137,110
6,329,627 6,699,227
CREDITORS: Due Within One Year 21 (1,659,344) (1,414,397)
NET CURRENT ASSETS 4,670,283 5,284,830
TOTAL ASSETS LESSCURRENT LIARILIIIES 13,020,467 15,489,662
CREDITORS: Due More Than
One Year 22 (266,275) (320,275)
NET ASSETS 12,754,192 15,169,387
FUNDS
Restricted
Capita
I Endowment Funds 23 2,83D,052 4,351,301
Restricted
Income Funds
24 2,188,134 2,176,702
Designated
Funds
25 2,186,109 2,406,444
Unrestricted Funds 26
Investment Property Reserve Fund 1,678,765 1,678,765
General
Funds
3,871,132 4,556,175
5,549,897 6,234,940
. 9 15.1

Notes Notes 2022 2021
6 6
28
Net Cash provided
by/(used
in) operating
activities (1(802,165) (367,439)
Cash flows from Investing actlvltiesr
Dividends,
interest and
rents from investments 563,275 479,699
Purchase ofproperty,
plant and equipment
(10,116) (28,034)
Proceeds from the sale offixed assets
Proceeds from the sale ofinvestments 2,333,917 2,601,381
Purchase ofinvestments (1,376,621) (2,450,945)
Net Cash provided
by/(used
In) Investing
activities 1,510,455 602,101
Cashflows from flnandng activities:
Receipt ofendowment 48 49,742
Change
In cash and cash equivalents
Inthe reporting period (291,662) 284,404
Cash and cash equivalents atthe 28 6,319,579 6,035,175
beginning
ofthe reporting
period
Cash and cash equivalents at the end ofthe reporting period 6,027,917 6,319,579

Forthe Year Ended 31December Forthe Year Ended 31December 2022 2022
Unrasbtctad Rastdcted Total
General Designated Income Capital Funds
Funds Fund Funds Endowment
Funds
3 Donations and legades 2022
f
2022
f
2022
f
2022f 2022
Ministry Share 3,582,054 3,582,054
RB:BlockGrant 368,070 368,070
RB:Additional Support 264,0iw 264,000
RB:Improvement Fund 192,398 192,398
RB:Evangelism Fund Grant 90,328 90.328
Grants 8,333 1,378 3,000 12,711
Church Repair Grant 62,500 62,500
Legacies 1,155 1,103
Donations 11,670 891 1,257 24418
4,245,127 2,269 350,638
3 Donations and legacies 2021
E
2021 2021
f
2021
E
2021
Ministry Sham 3,511,818 3511.818
RB:BlockGrant 293.501 458,021 751.522
RB:Additional Support 1,4M,731 I 408,731
RB:Improvement Fund 177,640 177,640
RB r Evangelism Fund Grant 145,836 145536
Grants 8,333 15,124 23W7
Legacies 49.742 49,742
Donations 13,568 8,517 22,085
5.235 rl51 805,188 49,742 6,090L831
4 Charitable Acthldes 2022 2022 2022 2022 2022
f f f f
Chaplaincy
Fees
23,625 23,625
Fees 5,342 5342
Charitable Activities 2021 2021 2021 2021 2021
f 6 f f f
Chaplaincy Fees 23,521 23421
Fees 8,244 8244
31,765

Fort he Year Ended 31December he Year Ended 31December 2022 2022
Unrestricted Restricted Total
General Designated Income Capital Funds
Funds Fund Funds Endowment
Funds
5 Investments 2022 2022 2022 2022
6 6 6 6
Rents Received 116,965 18,935 135,900
RBCommon Investment Fund 99
DBFCommon
Investment
Fund 25,523 37,545 2,329 78,171 143,568
Rents Received: Pamenage Board 211,510 211,510
Interest 1,730 524 34,094 36,348
Realisatlon ofTrusts 35,350 35,850
144,317 73419 266~ 78,171 563,275
5 Invesbnents 2021 2021 2021 2021 2021
6 6 4
Rents Received 93,253 20.190 113~
RBCommon Investment Fund 76 76
DBFCommon
Investment
Fund 24,426 41,584 3,041 154941
Rents Received; Parsonage
lnmrmt
Boanl 549 58 192,803
2,784
192Al03
3~
Realisatlon ofTrusts 18,647 18647
118,304 60489 2282llg 82,290 479,701
6 Other Sources 2022
6
2022
6
2022
E
2022
f
2022
6
Contribution:
Housing
Association
6,584 6,584
Proceeds from the sale ofassets
Administration Fee: Sale of Property 5,000 11,500 16,500
Marriage Llcences
Sundry Income 215 12A27 12,642
73„rf27 35,726
2021 2021 2021 2021 2021
6 6 f 6 6
Contribution:Housing Association 6,455 6/55
Proceeds from the sale ofassets
Administration Fee: Saleof Property 62 10,985 ANT
Marriage
Ucences
2,280 2,280
Church Repair Grant 132,000 132.000
Sundry Income 192 862
Brtgy
For the Year Ended 31December the Year Ended 31December 2022
Ufnrestrlcted estrlctad Tatal
Seneral eslgnated Income Capital Funds
Funds Fund Funds Endowment
Funds
7 Raising Funrh 2022f 2022
f
2022
f
2072
f
2022
6,722 9,817
7 Raising Funds 2021 2021 2021 2021
f E 6
6,665 9733 vvl 11595 ~tao
8 Support for Ministry 2022 2022
f
2022f 2022f 2022
6
Stipends, Fees ft Pensions:
Stipends 2,312,958 44,019 2,356,977
Pension-Emplayers Contribution
Vacancy Fees 10,461 10,461
Sundry
Properlyr
CouncilTax 175,199 175,199
Parsonage
Board
788,532 788,532
Insurance on Pamonages 23,480 23/80
Sundry 5,622 5,622
Evangelism
Bid - Centre
of Mission 10,246 109,603 119,&49
Clergy Expenses:
Clergy/Chaplains Expenses 24,455 24355
RemOval/Disturbance Allowance 55,488 55,488
Archdeacons and Area Deans 15,869 6,258 22.127
Recruitment
Costs
4,209 4,209
Training
Ordinands/NSM 19,151 19,151
Lay Training 2,855 2,855
CMD/Vocations Advisers 11,657 11,657
Spiritual Directors
Support Costs IDirect) 6,725 6,725
Support Cast Allocation 550,160 550,160
3,228,535 50,277 898,135 4,176,947
For the Year Ended 31December the Year Ended 31December 2022
Unrestricted 8meicsed Total
General Designated income Capel Funds
Funds Fund FUnds Endrnument
Funds
8 Support for Minbby 2021 2021
E E
Stlpends, Fees8 Pensions:
Stlpends R410,513 42342 M53.455
Pension-Employers Contribution 395,591 14,164 409,755
Vacancy Fees 1,197 1,197
Sundry
Property:
Coundl Tax 182,136 182,136
Parsonage goard 743,578 743„ri78
Insurance
on
Personages 21,539 21.539
Sundry
Evangegsm gid- Centre
ofMission 5,534
17531
155,210 5,534
172,741
Qergy Expenses:
ClergyfCheplains Expanses 22831 11,631
Removal/Disturbance Agowance 25,257 25+57
Archdeacons and Area Deans 13,843 3,936 17,779
RecrUlbrlarrt
Costs
877 877
Tralnlngr
DrdinandnttSM 23,184 23.184
Ury Training 2,877 2,377
CMDNocations
Advisers
1256 1+66
Spiritual Directors
Support Costs (Dlrectf 9,109 9,109
SupPort Cost Allocation 403,046 403,046
3~5,731 623N2 8$L788 4r485,561
NOTES T
For
OTHE FINANQAL Sl'ATEMENT
the Year Ended 31December
OTHE FINANQAL Sl'ATEMENT
the Year Ended 31December
S (Cont'd)
2022
Unrestricted Aastlldfad Total
General Designated Income Capits l Fullds
Funds Fund Funds Endowment
Funds
9 Support for Parishes 2022f 2022
f
2022
f
Sector Ministry Costs 4,117 4,117
Safeguarding
Local Ministry Area Inidative Grants 18,105 18,105
Grants to Parishes 5,295 18,589 23,884
legal and Professional Fees 2,997 2,997
Diocesan Strategy 19.842 19,842
Chgdren and Youth 3,867 3,867
Funding and Parish Support 1,048,529 1,048,529
Suppon costs (Direct) 1,362 1„362
Support cost agocatlon 3 45,132
1.102,137 47,109 SIL589 1,167,835
9 Support for Perishes 2021 2021 2021 2021 2021
f f f f 1
Sector Ministry Costs 1,851 1,851
Safeguarding 22 22
local Ministry Area Initiative Grants 7,247 7,247
Grants to Parishes 13,275 10,917 24,192
Legal and Professional Fees
Diocesan Strategy 42,164 42,164
Children
and Youth
4,511 4411
Funding and Parish Support 1,286,324 1286,324
Support costs (Direct( 1,744 102
Support cost agocatlon 123,359 123359
M13,300 67,299 20„rl17
For the Year Ended 31December the Year Ended 31December 2022
tinrestricted Restrlded Total
General Designated income Capga I Funds
Funds Fund Funds Endowment
Funds
2022 2022
f
2022f 2022f
Custodian
Expenses
731 731
Quinquennial
Inspections
Dlocesan Advlsorycommntee 19879 19,479
Investment
Propeny:
Maintenance
Expenses
30,323 30,323
Insurance
Premiums
Legs I8Prafiessional
Fees
4,108
20,508
4,108
20,508
Other Bugdlngs: Repairs/Insurance
Church Schools (Open and Closed)
3-16VA School in StDavids
27,793
66.601
27,793
66,601
Support Costs (Direct) 124 124
Support cast agacatlon 25,766 25,766
2021 2021
f
2021
f
2021
f
2021
f
Custodian
Expenses
Quinquennial
Inspections
Diocesan Advisory Committee 18,050
Investment
Property:
Maintenance
Expenses
20,699 20,693
Insurance
Premiums
5,530 5530
legal tt Prorexaonal Fees 15,525 15,525
Other Bugdings: Repairs/Insurance
Church Schools (Open and Closed)
3-16VASchool In St Davlds
17,882 17,882
Support Casts (Direct)
Support cost agacatlan 7,054 7.054
17,882 85,178
F orthe Year Ended 31December orthe Year Ended 31December 2022
Notes Unrestricted Restrlded Total
General Designated Income Capital Funds
Funds Fund Funds Endowment
Funds
11 Other Rnandal Support 2022
5
2022
f
2022
E
2022f
Grants: Church
in Wales Bodies
106,055 106,055
Grants: Anglican/Ecumenical/Other
Other Grants 35,500 35„500
Support Costs (Direct) 500 500
SuPport cost allocation 21,513 21$13
163,566 16$,56$
11 Other Flnandal Support 2021 2021 2021 2021 2021
f E E E
Grants: Church In Wales Bodies 104,793 104,793
Grants: Anglken/Ecumenical/other 500 500
Other Grants 24,450 24/NO
Support Costs (Direct)
Support cost agocatlon
500
~1
~1
141,957 341957
12 Cammunldrgon 2022f 2022
E
2022
E
2022f
Newsletters/Diocesan Publications 12,596 12,596
Year Book
Pernhrokeshire Shaw 4.667 4,667
Sup port Costs (Direct) 25,069 25,069
5uppart cost a Bocatl on 4624
4A956 44 rISB
12 Cammunlcagon 2021 2021 2021 2021 2021
E E 6 E
Newsletters/Diocesan Publkagons 5,829 5.629
Year Book
Pembrokeshire Show
Support Costs (Direct) 24,414 24,414
Support cmt agocation 526 526
$0,769

NOT ESTO THE FINANCIALSIATEMENIS
Forthe Year Ended 31December
ESTO THE FINANCIALSIATEMENIS
Forthe Year Ended 31December
(Cont'd)
2022
Vnsstdcted asukaud Total
General Designated income Capital Funds
Funds Fund Funds Endowment
Funds
13 Other 2022
E
2022
6
2022f 2022
6
Payment nfTrust income $9~
Realisadon ofTrust Capital
Payment ofLegacies 1,097.726 j,097,726
Bsnkchargss 140
140 1,287,711 1,187,851
13 Other 2021 2021 2021 2022 2021
6 6 6 6 E
Payment ofTrust Income
Reslisation ofTrust Capital
Payment ofLegades 18,652

14 FUNDING
AISD PARISH SUPPORT
2022 2021
E E
Prompt Payment
Discount
Increase in Unpaid
Ministry
Share Provision 824,369 50,000
Ministry Share not mquested 224,159 1,236,324
Ministry Share Write Off
1.848 1,286,324
15 SIPPO
353555
2022 2021
6 E
Salaries and Related Payments 451,153 387,697
Travelling
Expenses
2,734 359
Expenses Staff Members 5,871 5,925
Office Cleaning 1,604 794
Heating and Lighting 6,282 5,814
Telephone 7,488 6,704
Printing, Stationery
and Office
Sundries 2,523 1,971
Postage 1,542 1,585
Ground
Rent ofOffices
18,000 18,000
Water Rates 1,289 1,208
Office Security
Insurances
(including
Trustees Indemnity Insurance) 10,253 11,115
Depreciation 14,316 5,541
Repairs and Renewals 13,869 4,692
Legal and Professional 13,542 19,558
Audit Fee 15,594 14,400
Training Courses 1,851 3,890
Bank Charges and Interest 1,320 1,088
Miscellaneous 841
Room Hire 60
Diocesan and Archdeacons Registrars Expenses 26,910 25,391
Computer Software and Support 6,064 13,764
Office Equipment 4,871 4,858
Grantfinder 1,356 1,356
Governing
Body Meeting Expenses
25,931 5,946
Translation
Fees
121 708
Diocesan Conference 8,848 2,436
Other Sundry Expenses 1,845
Medical Fees 18
Contribution
to Support Costs
from Restricted Funds (81,577) (80,000)
8 L3,818 465,701
Governance
costs included
within the above support costs

6 Forthe Year Ended 31December 2 022
Opening Ministry Paid Closing Ministry
Balance Share Balance Share
1)anuary 31December
2022 2022 2022 2022 2021
STDAVIDS ARCHDEACONRY E E E E E
Cathedral 41,917 (45,080) (3,163) 44,449
South West Pembrokeshire 12,512 163,385 (180,432) (4,535) 174,443
Narberth
8
Tenby 30,386 286,763 (265,237) 51,912 302,759
Roose 30,857 269,527 (207,883) 92,501 311,145
Greater Dewlsland 23,078 89,506 (53,712) 58,872 66,255
Gorllewin Cemaes - West Cemaes 67,097 156,404 (102,571) 120,930 151,121
Daugleddau 15,189 173,503 (142,45D) 46,242 161,185
East Landsker 44 301 96,160 (64,722) 75,739 92,253
TOTAL 223,420 1,277,165 (1,062,087) 438,498 1,303,610
CARDIGAN ARCH DEAIX)NRY
BroTeifi 28,352 1.75,876 (151,484) 52,744 187,023
BroAaron Mydr 7,339 68,480 (58,294] 17,525 65,416
Glyn Aaron [BroAaron (Coastal)] 2,211 108,024 (83,767) 26,468 107,349
Bro Wyre 3,603 60,080 (47,530) 16,153 45,288
Abe rystwyth 5,129 25S,618 (203,963) 59,784 257,471
Bro Padarn 6,954 139,495 (135,819) 10,630 135,864
Larnpeter 12,333 147,077 (131,941) 27,469 144,251
Emlyn (Dyffryn Telfl) 15,726 114,487 (99,524) 30.689 112,380
TOTAL 81,647 1,072,137 (912,322} 241,462 1,055,042
CARMARTHEN ARCHDEACONRY
Bro Dyfri 2,848 126,541 (126,925) 2,464 131,671
BroAman 32,371 128,914 (96,497) 64,78S 119,929
Bro Lliedi 13,645 176,367 (135,918) 54,094 176,120
Bro Gwendraeth 8,459 1D1,860 (101,344) 8,975 98,124
Bro Glannau Tywyn 9,589 129,705 (130,864) 8,430 132,509
Bro Cydweli 36,740 136,032 (123,340) 49,432 123,284
Bro Dinefwr (4,704) 116,887 (105,813) 6,370 108,1S7
8ro Caerfyrd
Bro Sancler
din 11,845
9059
160,549
103,442
(161,181)
~303.633
11213
10878
159,347
103995
TOTAL 1.
4,
3,5053
216,644 1,153,166
ARCHDEACONRY TOTALS
ST DAVIDS ARCHDEACONRY 223,420 1,277,165 (1,062,087) 438/98 1,303,610
CARDIGAN
ARCHDEACONRY
CARMARTHEN
ARCHDEACONRY
81,647
119852
1,072,137
1.1 .»
(912,322)
~3083.3
241,462
216,644
1,055,042
1153166
DIOCESAN TOTAL 424,919 3,529,599 (3,057,914) 866604 3511818

m GIB IE e%LFls
Freehold Leasehold 0%ca
Property Premises Equipment/ Total
Restricted (More Than Furniture &
50Years) Fittings
Restatedf Restated
f
FAIRVALUE
At1January 2022 164,500 94,418 114,464 373,382
Additions 7,116 3,000 10,116
Disposals (110,395) (110,395)
At31December 2022 164,500 101,534 7,069 273,103
DEPRECIATION
At 1January 2022 37,735 110,951 148,686
Charge for Year 3,387 2,006 5,393
Charge on Disposals (110,395) (110,395)
At 31December 2022 41,122 2,562 43,684
FAIR VALUE
At31December 2022 164,500 60,412 4,507 229,419
At 1January 2022 164,500 56,683 3,512 224,695
Fair Value is Represented
by:
Freehold Property Leasehold Office
Unrestricted Restricted Prembes Equipment/ Total
(More Than Furniture gr
50Years)
f
Fittings
f
Cost/Valuation 164,500 101,534 7,069 273,103
164,500 101,534 7,069 273,103

2022 2021
Listed Investments 4,572,766 5,944,357
Government Securities and Fixed Interest 733,535 1,002,898
Cash Held on Deposit 26,233 81889
5,332,534
2022 2021
Fair Fair
Value Value
Restated Restated
6 6 6 E
Investment Properties - Unrestricted Funds 2,516,907 882,235 2,505,131 882,235
Investments Investment Total
Properties Investments
E E
Restated Restated
At 1)anuary 7,129,724 2,505.131 9,634,855
Additions 1,362,962 11,776 1,374,738
Disposals
Unrealised
Gains/(Losses)
Cash movement
Equilib rum Adjustment
(2,156,716)
(843,212)
(156,236)
~8
(2,156,716)
(843,212)
(156,236)
~8988
At 31December 5,332,534 2,516.907 7849 441

For the Year Ended 31December 202 2
2022 2021
f f
Loans 271,324 336,446
271,324 336,446
LOANS ASAT31DECEMBER 2022 Balance Advance Interest Repaid Balance
1)anuary 31December
Diocesan Loans:
Retired Clergy ILSN Housing
Loans
2022f
16,171
2D22f 2022
33
2022
~432
2022
f
5449
16,171 310 (11/32) 5,049
Provincial
Housing
Loans:
Equity Linked
320,275 ~58 266,275
Totals 336,446 310 (65,432) 271,324
Provincial
and Clergy Housing
Loans are repayable on death orsale ofproperty.
DEBTORS 2022
f
2021f
Ministry Share Receivable from Churches (Less Provision) 144,161 298,129
Sundry Debtors and Prepayments 183,782 243 988
327,943 562,117
Total 2022 2021 2020
Ministry Share Receivable as at 31/12/2022 1,041,347 727,381 192,458 121,508
Less Provision -897,186
Total receivable remaining 144,161
CREDITORS DUE WITHIN ONE YEAR 2022 2021
f
Trade Creditors 55,249
Restricted Trade Creditors 73,293 112,425
Accruals 193,880 178,410
Restricted Accruals 10,636 8,496
Other Creditors 549,502 674,168
Other Taxes and Social Security 9,607
Ministry Share Received in Advance 144,748 22,714
Restricted
Funds
Creditors 622,429 418,184
1659344 1,414,397
rred Income I Sh
Brought forward 22,714 100,057
Received in the year 3,582,054 3,511,818
Released
Carried Forward
(3,460,020)» 8 -3,589,161
2231

22 CREDITORS DUE MORE THAN ONE YEAR CREDITORS DUE MORE THAN ONE YEAR 2022f 2021
f
Due tothe Representative
Body ofThe
Church in Wales 266,275 320,275
Provincial
Housing
Loans are repayable
on death orsale ofproperty.
Amounts
due to the
Representative
Body of The Church In Wales have no specific
repayment
terms, However, repayment
is
immediate
on death or sale ofproperty.
23 RESTRICTED CAPITAL PERMANENT
ENDOWMENT
FUND 2022 2021
f f
Balance asat1January 4,351,301 3,861,689
(Deficit)/Surplus
forthe Year
(1,140,080) 43,741
Net Gain/(Loss) on Investments 445,871
Balance as at31December 2,830,052 4,351,301
Represented
by:
Capital 2,798,101 3,671,035
Inoome 261,604 329,656
Unrealised
Profit (Market Value less Cost)
(229,655) 350320
.0 2 4,351,301
Endowment
funds have been entailed over many
years and relate in the main to funds held on behalf ofparishes.
Investment
returns
are released to the
parishes, where applicable. When returns are not released, they are retained by the Board
within
this Fund.
The Trustees have reference to legal advice provided by Carreg Law, solicitors; one of the Board's legal advisers.
2022 2021
f f
At 1January 4,351,301 3,861,689
Capitalintroduced 48 49,743
Trustlncome
Received
149,074 151,340
Payment ofTrust Income to Padishes etc. (160,887) (103,095)
Capital Withdrawn (1,097,726) (18,652)
Realised Gains 89,282 614,380
Unrealised
Gains/ (Losses)
(470,451) (168,509)
Investment
Managers
and Administration
Fees (30,589) (35,595)
2.330.052 4,351,301

1january Movement In Resources In Resources 31December 31December
2022
E
Income
Transfers
6
f
Expenditure 2022
E
Diocesan Ordinands Fund 59,316 1,320 (5,541) 55,095
Diocesan Endowed Schools Fund 790,632 31,713 (35,690) (100,504) 686,151
Spirituality
Fund
106,211 3,000 109,211
Community
Project
Fund 5,568 5,568
Parsonage
Board Fund
834,191 257,376 429,613 (596,134) 925,046
Church Insurance
Contingency
Fund 58,808 (799) 58,009
Church
Repair Grant
(Limited) 118,084 62,500 (17,790) 162,794
Church
Repair Grant
(Unlimited) 72,000 72,000
Evangelism
Fund
131,892 91,972 (109,604) 114,260
44
88
3 2 ~830» 2. 8134

1january Movement Movement In Resources 31December
2021 Income
f
Transibm
f
EspendRure
f
2021f
Diocesan Ordinands Fund 86,580 13,269 (40,000) (533) 59,316
Diocesan Endowed Schools Fund 38,157 (35,000) (19,385) 790,632
Splrltuagty
Fund
91,087 15,124 106,211
Community
Project
Fund 5,568 5,568
Parsonage
Board Fund
781,403 831,367 (35000) (743579) 834,191
Church Insurance Contingency Fund 58,808 583$8
Church Repas. Grant (Umlted) 69,000 60,000 (10,916) 118,084
Church Repair Grant (unlimited) 72,000 72.000
Evangegsm
Fund
133.329
153,773
535, 83SNI
(155,210)
131,892
~110000~929,624~a

1)anuary 1)anuary Movement Movement in Resources 31December 31December
2022 Income Tran sliera Expenditure 2022
6 f f f f
Redundant
Churches
Fund 22,587 22,587
Bishop's Strategy for Ministry Fund 354,710 (270,911) 83,799
Forth Archdeconry
Fund
135,251 (50,317) 84,934
LMA Support and Development 91,059 (19,903) 71,156
Grants Fund 1,377 74,442 (18,144) 57,675
Penlan
Farm Fund
52,222 52,222
M HJones-Olszewski Fund 1,840,425 38,070 (30,000) (174,888) 1,673,607
Children &Youth Mission Work Fund 92,440 880 10,000 (7,262) 96,058
Pensions &Assistance Fund 3,255 35,8SO (35,850) 3,255
Safeguarding
Fund
Fundraising
2 40,765
40
06
4
76 08 ~(26.IIOB~27», 40,765
51
6,1t0
1)anuary Movement in Resources 31December
2021f Income Transfers
6
Fsgtendltum
f
2021f
Redundant
Churches
Fund 22,587 22,587
Bishop's Strategy for Ministry Fund 485,241 23 (20,000) (110,555) 354,709
Penlan Farm Fund 52,222 52,222
M HJones4Jlszewski Fund 1,713,871 231,579 (82,015) (23.009) 1,840,426
Chgdren &Youth Mission Work Fund 76,928 23 20,000 (4,511) 92.440
Pensions &Assistance Fund 3,255 24,300 (24,300) 3,255
Safeguarding
Fund
40,765 40,765
Fundraislng 4D
1,004,0t0
255 025 ~206.325 ~200
I
40
~2400

26 GENERAL PURPOSES FUND 2022f 2021f
Balance asat 1)anuary 6,234,940 5,658,918
Surplus/(Deficit)
for the Year (after transfers)
(573,310) 436,084
Net (Loss)/Gain on Investments (111,733) 139,938
Properties introduced
Balance asat31December 5.540.807
27 ANALYSIS OF NETASSETSBETWEEN FUNDS
Restricted
Capital
Unrastdctad Designated Restricted Endowment Total
Fundsf Fundsf Fundsf Fundsf Funds
f
Fund Balances at31December 2022
are represented
by:
Tangible Rxed Assets 64,919 164400 229,419
Investment
Assets
3.601,284 1,583490 96,121 2,56S,446 7,&49,441
Long Term Debtors 271,324 271,324
Nat Current Assets 1,878,645 602,519 1,927413 261,606 4,670,283
long Term Uabi&ties (266,275) (266,275)
5,549,897 2,186,109 2,188,134 2,830,052 12,754,192
Capgal
Unrestricted Designated Endowment Tolnl
Funds Funds Funds Funds
6 f f
Fund Balances at31December 2021
are represented
by:
Tangible Fixed Assets 60,195 164,500 224.695
Investment
Assets
3,716,799 1,756,578 148,669 4,021,645 9,643,691
Long Term Debtors 336,446 336W6
Net Current Assets 2,440,774 649,866 1,863,534 329,656 5,283,830
Long Term Uabgltles (320,275) (320,275)
6233939 2S0~044 8176.702 4,3 .001 15.160,007

2022 2021
Net income/(expenditure) for the reporting period (as per
the Statement ofFinancial Activities) (2,415,195) 1,221,237
Adjustments for:
Depreciation
charges
5,393 6,517
Realised (gains)/losses on investments 666,D11 (841,114)
Transfers to Investment properties 14,707
Dividends,
interest and
rents from investments (563,275) (479,699)
Loss/(progt)
on the sale offixed assets
(increase)/decrease
In
debtors 299,296 (28,645)
Increase/(decrease)
in
creditors 190,946 (195,993)
Donations
received for
Endowment Fund Assets (48) (49,742)
Net Cash provided
by/(used
in) operating activities
~18 2 H 367439
Analysis ofcash and cash equivalents
Cash in hand 6,001,684 6,137,110
Short Term investments
Cash held within
investments
26,233 182,469
Total Cash and Cash Equivalents 6,027,917 6,319,579

No payments
were made
to Trustees in respect oftheir duties as Trustees of in respect oftheir duties as Trustees of in respect oftheir duties as Trustees of the Board. However, payments were made to8 (2021;5) were made to8 (2021;5)
Trustees for other duties amounting to 618,849 (2021:614,171). Payments of 626,910(2021: E25,391) were paid to the Diocesan
Registrar.
The amount
outstanding
to trustees at the year end was 616,428.
2022 2021
EMPLOYEES: 6 6
Staff Costs
Gross Wages and Salades 436,357 412,737
Redundancycosts
Employers
Ni
44,041 39,945
Other Pension Costs 60,044 56,822
540,442 509.504
2022 2021
The number ofemployees whose total employee benefits
(excluding employers
pension costs) purposes
was asfollows:
E60,000 - 570,000
2022 2021
E
The remuneration
for Key
Management personnel was 208,019 200 458
Average number ofpersons employed:
Head Count 15 13
Full Time Equivalent 15