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2025-12-31-accounts

CHARITY REGISTRATION NUMBER NIC 102322

HMRC REGISTRATION NUMBER XR41413

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Church of St John Baptist, Helen’s Bay

Financial Statements

for the period ended 31 December 2025

Church of St John Baptist

Church Information

Rector (Chair of Select Vestry and Trustees)

Reverend Peter Hilton 2 Woodland Avenue Helen's Bay Co Down BT19 1TX (028) 9185 3601

Rector’s Church Warden

Mr. R. Holmes MBE

People’s Church Warden Rector’s Glebe Warden People’s Glebe Warden Diocesan Synodsmen

Ms. L Manning

Mr. D. Ferguson

Mr. A. Elliott

Mrs. J. Connolly Mrs. C. Hunter

Supplemental Diocesan Synodsmen

Mrs. I. Graham Mr. F. B. Hall

Parochial Nominators

Mr. T. N. Nevin Mr. D. Ferguson Mrs. G McDonald Mr. A. Elliott

Supplemental Parochial Nominators

Mrs. J. Connolly Dr. V. Craig Mr. M. Hanna Mrs. I. Graham

Select Vestry Members

Mr Michael Brown

Mr. Michael Hanna Dr Rona Craig

Ms. Linda Manning (Ex officio) Dr Frank Graham

Mr. Richard Holmes (Ex officio)

Mr. Eardley Liesching

Mr. Doug Ferguson (Ex officio)

Mrs Gillian McDonald Mrs. Margaret McMahon Mr. Terry Nevin

Ms. Juliann Pollin

Mrs. Hazel Wilson

Mrs. Jane Connolly Mrs. Jenny Houghton Mr. Acheson Elliott (Ex officio)

Honorary Independent Examiner

Organist and Choirmistress

Mr. S. Wood

Ms. C. Butler

Church of St John Baptist

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Honorary Treasurer

Honorary Secretary

Bankers

Dr. F.S. Graham Helen’s Bay Co.16 ChurchDown Road BT19 1TP 07788412083 : f.graham@kainos.com Mr. M. E. Hanna 17 Fort Road Helen’s Bay Co. Down BT19 1LA (028) 9185 2448 / 07775449340 michaelhanna1 @btinternet.com

Ulster Bank

Unit 13 Springhill Shopping Centre Bangor BT19 1ND

Charity Number

HMRC Number

NIC 102322

XR 41413

Church Address 13 Fort Road Helen’s Bay Co. Down BT19 1LA

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Church of St John Baptist

Contents
Page
Statement of Select Vestry's Responsibilities 1
Independent Examiner's Report 2-3
Statement of Financial Activities 4
Statement of Financial Position 5
NotestotheFinancialStatements 6-9

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Church of St John Baptist

Statement of Trustees’ Responsibilities for the period ended 31 December 2025

The Select Vestry are the parish’s Trustees and are responsible for preparing the Annual Report and the Financial Statements in accordance with applicable law and regulations.

Law applicable to charities in Northern Ireland requires the trustees to prepare financial statements for each financial period which give a true and fair view of the Church's financial activities during the year and of its financial position at the end of the year. In preparing those financial statements, the Trustees are required to:

(a) select suitable accounting policies and then apply them consistently;

(b) make judgements and estimates that are reasonable and prudent;

(c) state whether applicable accounting standards have been followed, subject to any material departures disclosed and explained in the financial statements;

(d) prepare the financial statements on the going concern basis unless it is inappropriate to presume that the Church will continue in business.

The Select Vestry are responsible for maintaining proper accounting records which disclose with reasonable accuracy at any time the financial position of the Church and to enable them to ensure that the Financial Statements comply with the Charities Act (Northern Ireland) 2008. They have general responsibility for taking such steps as are reasonably open to them to safeguard the assets of the Church and to prevent and detect fraud and other irregularities.

By order of the Select Vestry

Chairperson of Select Vestry and Trustees Date

Page 1

Church of St John Baptist

Independent Examiner's report to the members of

Church of St John Baptist

I report on the financial statements of Church of St John Baptist for the period ended 31 December 2025 which comprise the Statement of Financial Activities, the Balance Sheet, and the related notes. These Financial Statements have been prepared under the accounting policies set out therein.

Respective responsibilities of Trustees and the Examiner

As described in the Statement of Select Vestry Responsibilities, the Select Vestry is responsible for preparing the accounts in accordance with the Charities Act (Northern Ireland) 2008.

It is my responsibility to:

(a) Examine the accounts under section 65 of the Charities Act.

(b) Follow the procedures laid down in the general Directions given by the Commission under section 65(9)(b) of the Charities Act.

(c) State whether particular matters have come to my attention.

Basis of independent examiner's report

I have examined your charity accounts as required under section 65 of the Charities Act and my examination was carried out in accordance with the general Directions given by the Charities Commission for Northern Ireland under section 65(9)(b) of the Charities Act.

My examination included a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also included consideration of any unusual items or disclosures in the accounts, and seeking explanations from you as charity trustees concerning any such matters.

My role is to state whether any material matters have come to my attention giving me cause to believe:

  1. That accounting records were not kept in accordance with section 63 of the Charities Act;

  2. That the accounts do not accord with those accounting records;

  3. That the accounts do not comply with the accounting requirements of the Charities Act;

  4. That there is further information needed for a proper understanding of the accounts to be reached.

Page 2

Church of St John Baptist Independent Examiner's report to the members of Church of St John Baptist (continued)

Independent Examiner's statement

I have completed my examination and have no concerns in respect of the matters (1) to (4) listed above and, in connection with following the Directions of the Charity Commission for Northern Ireland, I have found no matters that require drawing to your attention.

Mr Stephen Wood

Date

14 Church Road

Helen's Bay

Co. Down

BT19 1TP

Page 3

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Church of St John Baptist Helen’s Bay Statement of Financial Activities For The Year Ended 31 December 2025

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|||||||||||| |---|---|---|---|---|---|---|---|---|---|---| |2025| |:|Unrestricted|Restricted| |funds|funds|Total|funds| |Notes|£|£|£| |INCOME|AND|ENDOWMENTS|FROM:| |Donations|and|legacies|3|2,000|1,599|3,599| |Charitable|activities:|4| |General|charitable|activities|88,692|-|88,692| |Gift|Aid|31,728|-|31,728| |Stained|Glass|window|-|8,902|8,902| |Investments|5|1,625|-|1,625| |124,045|10,501|134,546| |EXPENDITURE|ON:| |Charitable|activities:| |General|charitable|activities|6|(114,437)|-|(114,437)| |Stained|Glass|window|6|-|(2,160)|(2,160)| |Special|Collections|for|charity|6|-|(2,959)|(2,959)| |(114,437)|(5,119)|(119,556)| |NET|INCOME|9,608|5,382|14,990| |Transfers|between|funds|11|17,380|(17,380)|-| |NET|MOVEMENT|IN|FUNDS|26,988|(11,998)|14,990| |RECONCILIATION|OF|FUNDS:| |Total|funds|brought|forward|344,724|19,380|364,104| |TOTAL|FUNDS|CARRIED|FORWARD|11|371,712|7,382|379,094| |The|notes|on|pages 6|to|9|form|part|of these|financial|statements.|

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Church of St John Baptist Helen’s Bay Church of St John Baptist Helen’s Bay Church of St John Baptist Helen’s Bay Church of St John Baptist Helen’s Bay
Statement of Financial Position
As At 31 December 2025
a ee ee nn a ee
2025
: Total funds
Notes £
FIXED ASSETS
Tangible Assets 9 256,402
256,402
CURRENT ASSETS
Cash at bank and in hand 128,300
128,300
Creditors: Amounts Falling Due Within One Year 10 (5,608 )
NET CURRENT ASSETS (LIABILITIES) 122,692
TOTALASSETS LESS CURRENT LIABILITIES 379,094
NET ASSETS 379,094
FUNDS OF THE CHARITY
Restricted Funds 7,382
Unrestricted Funds 371,712
TOTAL FUNDS 11 379,094
Onbehalfoftheboard

Chairperson

Date

The notes on pages 6 to 9 form part of these financial statements.

Page 5

Church of St John Baptist Helen's Bay Notes to the Financial Statements For The Year Ended 31 December 2025

1. General Information

Church of St John Baptist Helen's Bay is an unincorporated charity registered with the Charity Commission Northern Ireland, registered charity number 102322. The principal address is 13 Fort Road, Helen's Bay, Co. Down, BT19 1LA.

2. Accounting Policies

2.1. Basis of Preparation of Financial Statements

The financial statements have been prepared in accordance with the "Accounting and Reporting by Charities: Statement of Recommended Practice (SORP 2005)and applicable accounting standards.

The trustees have availed of the exemptions of FRS1 and have not prepared a cashflow statement.

2.2. Fund Accounting

Unrestricted funds can be used in accordance with the charitable objectives at the discretion of the trustees.

Designated funds comprise unrestricted funds that have been set aside by the trustees for a specific purpose.

Restricted funds are to be used for specific purposes as laid down by the donor.

Further explanation of the nature and purpose of each fund is included in the notes to the financial statements.

Investment income is allocated to the unrestricted fund.

2.3. Incoming Resources

All incoming resources are included in the statement of financial activities when the charity is legally entitled to the income and the amount can be quantified with reasonable accuracy. For legacies, entitlement is the earlier of the charity being notified of an

impending distribution or the legacy being received.

Gifts in kind donated for distribution are included at valuation and recognised as income when they are distributed to the projects. Gifts donated for resale are included as income when they are sold. Donated facilities are included at the value to the charity where this can be quantified and a third party is bearing the cost. No amounts are included in the financial statements for services donated by volunteers.

Due to the nature of the donated income, such income is not capable of control by the Charity. However, financial controls are

in place to ensure accurate recording and safeguarding of all income received by the Charity.

Investment income is recognised on a received basis.

2.4. Resources Expended

All expenditure is accounted for on a payment basis other than the special collection provision and has been classified under headings that aggregate all costs to the category.

2.5. Tangible Fixed Assets and Depreciation

Tangible fixed assets are measured at cost less accumulated depreciation and any accumulated impairment losses. Depreciation is provided at rates calculated to write off the cost of the fixed assets, less their estimated residual value, over their expected useful lives on the following bases:

Freehold Not depreciated Leasehold Not depreciated Plant & Machinery 20% reducing balance Fixtures & Fittings 20% reducing balance

2.6. Cash and Cash Equivalents

Cash and cash equivalents are basic financial assets and include cash in hand and deposits held at call with banks, other shortterm highly liquid investments that mature in no more than three months from the date of acquisition and are readily convertible to a known amount of cash with insignificant risk of change in value, and bank overdrafts.

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Church of St John Baptist Helen's Bay Notes to the Financial Statements (continued) For The Year Ended 31 December 2025

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3. Income from Donations and Legacies

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||||||||| |---|---|---|---|---|---|---|---| |2025| |Unrestricted|Restricted|Total| |funds|funds|funds| |£|£|£| |Donations|and|gifts:| |Donations|-|1,599|1,599| |Bequest|income|2,000|=|2,000| |2,000|1,599|3,599| |4.|Income|from|Charitable|Activities| |2025| |General|charitable|activities:| |Income|for|charitable|donations|3,250|-|3,250| |LooseUse|ofcollectionhall|2,7937,671|--|2,7937,671| |Badminton|Club|registration|fees|225|-|225| |Fundraising|activities|5,560|-|5,560| |FWO|(envelopes)|6,280|-|6,280| |FWO|(SO's)|57,964|-|57,964| |Sundry|income|4,949|-|4,949| |Gift|Aid:| |Gift|Aid|claims|31,728|-|31,728| |Stained|Glass|window:| |Stained|glass|window|collection|-|8,902|8,902| |120,420|8,902|129,322| |5.|Investment|Income| |2025| |Unrestricted| |funds| |£| |Bank|interest|receivable|1,625| |6.|Support|Costs| |2025| |General|Stained|Special| |charitable|Glass|Collections| |activities|window|for|charity|Total| |£|£|£|£| |Employee|costs:| |Rector's|stipend|and|allowances|34,640|-|-|34,640| |Diocesan|pension|10,447|=|=|10,447| |Office|allowance|800|-|-|800| |Locomotory|&|mileage|allowances|7,000|#|-|7,000| |Premises|expenses:| |Rates|2,085|-|-|2,085| |Light|and|heat|4,305|7|4,305| |.. CONTINUED|

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||||||||||||||||||| |---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---| |Church|of|St|John|Baptist|Helen's|Bay| |Notes|to|the|Financial|Statements|(continued)| |For|The|Year|Ended|31|December|2025| |ini|i| |Cleaning|church|and|hall|2,181|-|-|2,181| |Church|repairs|and|maintenance|:|2,845|-|-|2,845| |Hall|repairs|and|maintenance|2,150|-|-|2,150| |Gardening|and|grounds|5,184|-|-|5,184| |Rectory|repairs|and|maintenance|9,923|-|-|9,923| |General|administration:| |Organist|3,630|-|-|3,630| |Computer|software,|consumables|and|maintenance|503|=|-|503| |Insurance|2,357|-|-|2,357| |Printing,|postage|and|stationery|3,209|-|-|3,209| |Telecommunications|and|data|costs|315|-|-|315| |Charitable|donations|3,440|-|2,959|6,399| |Stained|glass|window|costs|-|2,160|-|2,160| |Sundry|expenses|1,145|-|-|1,145| |Diocesan|Levy|10,018|=|=|10,018| |Fundraising|expenses|2,552|-|7|2,552| |Organ|repairs|295|>|-|295| |Temporary|Preachers|945|=|-|945| |Depreciation:| |Depreciation|98|-|-|98| |Interest|payable:| |Bank|charges|133|-|-|133| |Governance|costs:| |Accountancy|fees|4,237|-|-|4,237| |114,437|2,160|2,959|119,556| |7.|Average|Number|of|Employees| |Average|number|of|employees|during|the|year|was:|1| |8.|Use|of|Hall|analysis| |During|the|year|£2,793|was|received|from|the|following|groups|who|rented|the|hall:| |NDAC|(£50),|Painting|Group|(£170),|Helen’s|Bay|Players|(£2000),|Ladies|Guild|(£153),|Pilates|(£240),|Action|Cancer|(£100),|Helen’s| |Bay|Physio|(£80).| |9.|Tangible|Assets| |Land|&|Property| |Freehold|Plant &|Fixtures &| |Leasehold|Machinery|Fittings|Total| |£|£|£|£|£| |Cost| |As|at|1|January|2025|99,192|156,818|32,344|6,926|295,280| |As|at|31|December|2025|99,192|156,818|32,344|6,926|295,280| |Depreciation| |As|at|1|January|2025|-|-|32,344|6,436|38,780| |Provided|during|the| |period|.|:|.|38|38| |As|at|31|December|2025|-|-|32,344|6,534|38,878| |.. CONTINUED|

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NDAC (£50), Painting Group (£170), Helen’s Bay Players (£2000), Ladies Guild (£153), Pilates (£240), Action Cancer (£100), Helen’s Bay Physio (£80).

Page 8

Church of St John Baptist Helen's Bay Notes to the Financial Statements (continued) For The Year Ended 31 December 2025

Net Book Value
;
As at 31 December 2025 99,192 156,818 - 392 256,402
As at 1 January 2025 99,192 156,818 - 490 256,500
10. Creditors: Amounts Falling Due Within One Year
2025
£
Other creditors 2,896
Taxation and social security 684
Accruals and deferred income 2,028
5,608
11. Movement in Funds
As at 1 As at 31
January December
2025 Income Expenditure Transfers 2025
£ £ £ £ £
Unrestricted funds
General:
General unrestricted fund 344,724 120,795 (101,524) 7,717 371,712
Designated:
Designated fund - 3,250 (12,913) 9,663 -
Total unrestricted funds 344,724 124,045 (114,437) 17,380 371,712
Restricted funds
Resricted Fund 19,380 10,501 (5,119) (17,380) 7,382
Totalfunds 364,104 134,546 (119,556) - 379,094

12. Transactions with Trustees

None of the trustees received any remuneration or any other benefits from an employment with the charity or a related entity during the current year.

No trustee expenses have been incurred.

13. Related Party Disclosures

There have been no related party transactions in the reporting period that require disclosure.

  1. Analysis of restricted funds

Restricted funds at 31 December 2025 totalled £7,381.98 and comprises:

Stained glass window fund (£6,741.98); Chaplaincy Booklet (£635.00); Jardine Book collection (£5.00)

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