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2024-12-31-accounts

PARISH OF ST. PAUL AND ST. BARNABAS

Receipts and Payments Account for the year ended 31 December 2024

Receipts Note Unrestricted
Funds 2024
£
Unrestricted
Funds 2024
£
Restricted
Funds 2024
£
Restricted
Funds 2024
£
Total 2024
£
Total 2024
£
Total 2023
£
Total 2023
£
Total 2023
£
Envelopes 31,856 2,570 34,426 37,007
StandingOrders 3,170 490 3,660 3,650
Loose Collections 769 - 769 1,051
Other Donations 5 2,624 600 3,224 3,871
Insurance Claim 6 2,141 - 2,141 -
RectoryRent 7 5,100 - 5,100 10,200
Investment Income 9 545 - 545 283
Gift Aid 1 b(v) - - - 872
Grant Funding 10 - 66,080 66,080 13,317
Power NI Refund - - - 600
Total Receipts 46,205 69,740 115,945 70,851
Payments
ClergyAccommodation 7 10,400 - 10,400 10,200
Priest-in-Charge Expenses 8 - 2,080 2,080 2,080
Diocesan Fees 11 33,165 17,500 50,665 49,540
Hope Counselling 12 - 7,089 7,089 8,201
Utilities & Rates 13 8,107 - 8,107 8,931
Maintenance 14 12,123 13,565 25,688 8,452
Buildings Insurance 5,758 - 5,758 5,250
Cleaning 3,554 - 3,554 4,814
Administration 15 2,434 - 2,434 2,959
Donations to Charity 1(b) (vi) - 280 280 540
SundaySchool 481 237 718 1,229
Catering 155 2,500 2,655 1,830
Music Ministry 1,388 - 1,388 718
Audio-Visual - - - 4,490
VisitingPreachers 200 - 200 -
Total Payments 77,765 43,251 121,016 109,234
Excess of Payments
over Receipts
(31,560) 26,489 (5,071) (38,383)
Transfer between Funds 26,250 (26,250) - -
OpeningBalance 10,511 14,997 25,508 63,891
ClosingBalance 5,200 15,236 20,436 25,508

Signed on behalf of the Trustees on 16[th] September 2025:

PARISH OF ST. PAUL & ST. BARNABAS

Statement of Assets and Liabilities at 31 December 2024

Note Unrestricted
Funds
2024
£
Unrestricted
Funds
2024
£
Unrestricted
Funds
2024
£
Restricted
Funds
2024
£
Restricted
Funds
2024
£
Restricted
Funds
2024
£
Restricted
Funds
2024
£
Total
2024
£
Total
2024
£
Total
2024
£
Total
2024
£
Total
2023
£
Total
2023
£
Total
2023
£
Total
2023
£
Cash Funds
Current Account 1(b) (ii) 5,200 11,041 16,241 14,307
Regeneration Account 1(b) (ii) - 4,195 4,195 11,201
Total Cash Funds 5,200 15,236 20,436 25,508
Investment assets
Rectory 1(b) (iii) - 253,000 253,000 250,000
Investments in RCB/CIT Unit Trusts 1(b) (iii) 10,416 - 10,416 10,192
Total investment assets 10,416 253,000 263,416 260,192
Debtors
Diocese of Connor CuracyGrant 1(b) (iv) 7,500 7,500 -
St James’ Endowment Fund - - - 52,000
Deposit for ClergyAccommodation - 1,700 1,700 1,700
Tax Relief on Gift Aided Donations 1(b) (v) 16,000 1,500 17,500 13,518
Total Receivable 16,000 10,700 26,700 67,218
Creditors
Crosslinks - 166 166 116
The LeprosyMission - 100 100 100
NI Children’s Hospice - 100 100 100
The Mission of Seafarers - 100 100 100
Friends of Asha - 100 100 100
International Justice Mission - 100 100 100
Alzheimer’s Society - 100 100 100
UCB Ltd(Word for Today) - 100 100 100
South American Mission Society - 100 100 100
Light of the World,India - 100 100 100
Greenisland Parish 270 270 -
Other Charities - 127 127 117
Total Payable 1(b) (vi) - 1,463 1,463 1,133

Signed on behalf of the Trustees on 16[th] September 2024:

Note 1: ACCOUNTING POLICIES

Set out below are the principal accounting policies which have been adopted in the compilation of the Receipts and Payments Account and the Statement of Assets and Liabilities.

(a) Receipts and Payments Account

All items of income and expenditure included within the Receipts and Payments Account have been accounted for on a cash receipts basis.

(b) Statement of Assets and Liabilities

(i) Assets retained for the Parish’s own use

The assets of the Parish, retained for its own use, comprise the Church Building, the Church Hall, and the Rectory. These are held in trust by the Representative Church Body (RCB) of the Church of Ireland for the benefit of the parish.

The Church Building is deemed to be Heritage assets as defined by the Charities SORP (FRS102). These Heritage assets are not included in the statement of assets and liabilities as information on the cost or valuation is not available and such information cannot be obtained at a cost commensurate with the benefit to the users of the accounts and to the parish.

The Church Hall is not physically attached but on the same grounds as the Church Building, as such is not separable as an individual asset. Therefore it is deemed to be a Heritage asset and no value is ascribed to it in the statement of assets and liabilities.

(ii) Cash Funds

As at 31 December 2024, £11,041 of restricted fund balances were held in the parish’s Current Account. The remaining £4,195 was held in the Regeneration Account. These balances reflect unspent restricted funds for use in 2025.

(iii) Investments

Fixed asset investments comprising investment properties, investments in equities (ordinary shares) and investment in RCB/CIT Unit Trusts are initially recorded at cost and are then subsequently stated at fair value at each year end date. Investments in unquoted investments are recorded at cost and are assessed annually for impairment.

The Rectory is recognised at a current value of around £253,000. Depreciation is not provided on investment property measured at fair value.

(iv) Diocesan Curacy Grant

A grant of £7,500 (consisting of £2,500 for each year from June 2022 until June 2025) to support the costs of a full-time Curate was promised by the Diocese of Connor, but will be drawn down in 2025.

(v) Gift Aid

There have been no claims for Gift Aid on unrestricted donations from 2022 until 2024, nor were there claims on Gift Aid for restricted donations in 2023 and 2024. Tax relief receivable of £17,500 includes anticipated Gift Aid claims for unrestricted and restricted donations made between 2022 and 2024. These claims are expected to be submitted in 2025.

(vi) Donations to Charity

£1,133 was intended to be paid to charities in 2023 but these will now be paid out in 2025. A further £330 was collected in 2024 for charities, and this figure will also be settled in 2025.

Note 2: RECONCILIATION OF CASH FUNDS

£
Total Cash Funds at Beginningof the Year 25,508
Receipts for the Year 115,945
Payments for the Year (121,016)
Total Cash Funds at End of the Year 20,437

Note 3: MOVEMENTS IN FUNDS

Restricted Cash Funds Balance
at
1st Jan
2024
£
Incoming
Resources
£
Incoming
Resources
£
Outgoing
Resources
£
Outgoing
Resources
£
Transfers
£
Balance
at
31stDec
2024
£
Curacy Fund= donated by the St James’ Endowment Fund to
support the costs of a full-time cleric.
- 52,500 (17,500) (26,250) 8,750
Building Regeneration Fund (BRF) – donated by parishioners
for the renovation of theparish hall.
505 3,060 (3,565) - -
Sunday School Fund– donated by the diocese in 2023 for
SundaySchool resources.
237 - (237) - -
Hope Counselling Fund– received through donations by the
Priorities Fund.
7,528 - (7,089) - 439
Community Projects Fund – donated by the Black Santa to
supportprojects for the local community.
1,000 1,500 (2,500) - -
Audio-Visual Fund – donated by the Priorities Fund in 2022 and
2023 for theprovision of display/broadcastingfacilities.
4,584 - - - 4,584
Charitable Fund – donated by parishioners to support external
charities.
1,143 600 (280) 1,463
Priest-in-Charge Fund – donated by the Parish of St Peter & St
James topaythe costs of the Priest-in-Charge.
- 2,080 (2,080) - -
Kitchen Renovation Fund– donated by the Priorities Fund in
2024 to renovate the church lounge kitchen.
- 10,000 (10,000) - -
Total Restricted Cash Funds 14,997 69,740 (43,251) (26,250) 15,236

The Curacy Fund for Curate-related costs was established with a restricted grant received from the St James’ Endowment Fund in 2024. It covers a three year period from July 2022 to June 2025 at £17,500 pa. The transfer of £26,250 from restricted to unrestricted funds was to cover restricted costs paid from unrestricted funds for 18 months from July 2022 to December 2023. The unspent balance of £8,750 at 31 December 2024 reflects restricted grant income retained for Curate-related costs in 2025.

The Sunday School Fund, Community Projects Fund, Kitchen Renovation Fund, and Rectory Rental Income Fund were all settled by the end of year.

Note 4: TRANSACTIONS WITH THE TRUSTEES

Two Trustees, the Rev’d Brian Lacey and the Rev’d Andrew Irwin, are remunerated by virtue of the offices they hold as members of the clergy. During the year, the Rev’d Lacey received £2,080 from the Parish (2023: £2,080). In the same period, the Parish paid invoices totalling £46,112 raised by the Diocese of Connor for the services of the Rev’d Irwin (2023: £41,500). The Parish also paid £10,400 for the Rev’d Irwin’s housing expenses (2023: £10,200).

Mr Alan McIntosh, is a trustee and has received a total of £2,495 in 2024 for being a counsellor for Hope Counselling Support which comes from funding (2023: £4,300). Ms Claire McIntosh, is not a trustee but is the daughter of Mr Alan McIntosh. She is a cleaner for the church and received a salary of £3,554 in 2024 (2023: £4,758). She is also a counsellor for Hope Counselling Support for which she received payment of £3,976 in 2024 for work carried out the previous year. (2023: £1,638).

Other than the above no other trustee or a person related to a trustee had any personal interest in any contract or transaction entered into by the charity during the year.

Note 5: OTHER DONATIONS

Unrestricted
Donations
£
Restricted
Donations
£
Total
2024
£
Total
2023
£
Donation from Translink for War Memorial Service 100 - 100 100
Donations for use of Parish Halls 245 - 245 -
Donations in Memory 923 - 923 110
Donations usingMarmalade Jars 169 - 169 182
Donations usingSmartie Boxes 260 - 260 290
General Donations 105 - 105 145
Harvest Collection 232 - 232 178
Loose Plate Collection for Crosslinks - 50 50 116
Loose Plate Collection for Greenisland Parish - 270 270 -
Loose Plate Collection for Royal British Legion - 280 280 250
Proceeds of Ticket Sales for Christmas Hamper 180 - 180 -
Ulster Bank Bankline Refund 10 - 10 -
Ulster Bank Refund(to correct a lodgment error) 400 - 400 -
Proceeds of Concert - - - 2,500
TOTAL 2,624 600 3,224 3,871

Note 6: INSURANCE CLAIM

£2,141 was paid out by the parish insurers, A J Gallagher, following a claim for damages to the church hall.

Note 7: CLERGY ACCOMMODATION

The Rectory has been leased to tenants since 2016, but a decision to sell the property was made in 2024 and the tenant vacated the premises in June of that year. The rental income for 2024 was £5,100 (2023: £10,200).

The Curate lives in rented accommodation, with rent in 2024 amounting to £10,400 (2023: £10,200). The Priest-inCharge lives in accommodation provided by the parish of St Peter & St James, Belfast.

Note 8: PRIEST-IN-CHARGE

The annual payment of £2,080 for the Priest-in-Charge is made by the parish and then reimbursed by the parish of St Peter & St James, Belfast.

Note 9: INVESTMENT INCOME

TRUST NAME VALUE 2024
£
DIVIDEND 2024
£
DIVIDEND 2023
£
CIT Mrs Caves 52 1 1
CIT Susan Tougher 432 12 12
RCB – St Paul A Harrison 1,000 128 118
RCB – St Paul B T Hewitt 5 1 -
RCB – St Paul Rev’d C Allen 102 13 12
RCB – St Paul Parochial Funds 35 4 4
RCB – St Paul Boulter 566 72 67
RCB – St Paul T H Purdon 50 6 6
RCB – St Paul Wayleave 33 4 4
RCB – St Barnabas M C Stevenson - 3 3
RCB – St Barnabas PAR FDS - 48 45
RCB – St Barnabas RAUBB - 13 12
Connor Diocese Diocesan Scheme - 239 -
TOTAL 545 283

Note 10: GRANT FUNDING

2024
£
2023
£
St Anne’s Cathedral Black Santa Grant 1,500 1,000
Church of Ireland Priorities’ Fund 10,000 10,000
St Peter & St James’ Grant for Priest-in-Charge 2,080 2,080
Diocesan Grant for SundaySchool - 237
St James’ Endowment Grant for Curate-in-Charge 52,500 -
TOTAL 66,080 13,317

Note 11: DIOCESAN FEES

2024
£
2023
£
Curate’s Stipend 30,902 28,552
Curate’s LocomotoryExpenses 7,000 6,941
Curate’s Office Allowance 394 389
Employer’s NI Contribution 3,009 2,685
Employer’s Pension Contribution 4,807 2,933
Fair Share for Connor Diocese 3,455 3,567
“Per Cure” ClergyPension Fund 1,097 4,407
Legal Defence Insurance - 66
TOTAL 50,665 49,540

The Diocesan Fair Share is the contribution of the parish towards the Bishop’s Stipend and the costs of the Diocesan Office. The Diocese administers the payment of the Curate’s stipend and taxes, and then seeks reimbursement of the same. These costs are supported by the St James’ Endowment Fund, for which an amount covering a three-year period (2022 until 2025) were drawn down in 2024.

Note 12: HOPE COUNSELLING

2024
£
2023
£
OpeningBalance at 1stJanuary 7,528 2,800
Receipts
Priorities Fund Grant - 7,000
Total Receipts - 7,000
Payments
Counsellors’ Payment 6,470 7,500
CounsellingSupervision 110 185
CounsellingResources 351 338
Counsellors’ Certification 159 178
Total Payments 7,089 8,201
Excess of Payments over Receipts 439 (1,201)
Transfer from Special Projects Grant - 5,929
Closing Balance at 31st December 439 7,528

Note 13: UTILITIES AND RATES

2024
£
2023
£
PropertyRates 1,441 1,370
NI Water(water and sewerage) 997 1,894
Power NI(electricity) 1,436 1,488
BT(phoneline and broadband) 1,089 934
Oil(church heating) 3,144 3,245
TOTAL 8,107 8,931

Note 14: MAINTENANCE

Unrestricted
£
Restricted
£
Total 2024
£
Total 2023
£
Alarms Servicing 825 - 825 632
Asbestos Survey 338 - 338 -
Boiler Servicing 357 - 357 306
Church Repairs 1,182 - 1,182 1,815
Grounds Maintenance 1,440 - 1,440 1,180
Halls Repairs 3,406 3,043 6,449 3,424
Kitchen Installation 4,335 10,000 14,335 -
Organ Maintenance 240 - 240 125
RectoryRepairs - 522 522 970
TOTAL 12,123 13,565 25,688 8,452

Note 15: ADMINISTRATION

2024
£
2023
£
Independent Examiner’s Fee 675 575
Photocopier Rental 1,085 1,181
Photocopier Paper 275 594
Technology 145 -
Bank Charges 219 219
Bank Line 35 30
OfferingEnvelopes - 360
TOTAL 2,434 2,959