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2023-12-31-accounts

Edenderry Parish Church

Statement of Receipts and Payments – Year Ended 31 December 2023

Receipts
Open collections
Donations, freewill offering and sustentation
Missions collections
Note 3
Harvest collection
Gift Aid tax reclaimed
Investment income
Legacies
Net Proceeds of Omagh Show catering
Insurance claims
Grave fees, catering and hall rent
Other income
Total Receipts
Unrestricted
Restricted
Endowment
Total
Total
Funds
Funds
Funds
2023
2022
£
£
£
£
£
425

-
-
425
463
34,929
-
-
34,929
35,290
-

3,324
-
3,324
2,245
-

1,080
-
1,080
1,600
5,774
754
-
6,528
6,747
1,461
-
-
1,461
3,503
180

-
-
180
-
8,278
-
-
8,278
8,137
6,074
-
-
6,074
-
4,205
-
-
4,205
1,252
6,487
-
-
6,487

25
67,813
5,158
-
72,971
59,262
Payments
Diocesan Sustentation
Missions payments
Note 3
Heat, light and power
Telephone
Repairs and maintenance
Rates, water and insurance
Printing, stationery and advertising
Rector's Office Allowance
Sunday School expenses
Bank fees
Other expenses
Total Payments
Transfers to / (from) funds
Surplus/(deficit) for the year
35,050
-
-
35,050
32,160
-
4,260
-
4,260

2,403
7,606
-
-
7,606
3,801
802
-
-
802
674
17,506
-
-
17,506
1,158
4,246
-
-
4,246
3,907
190
-
-

190
343
884
-
-

884
884
505
-
-
505
330
298
-
-

298
247
1,786
-
-
1,786
1,008
68,873
4,260

-
73,133
46,915
(113)
113
-
-
-
(1,173)
1,011
-
(162)
12,347

Statement of assets and liabilities as at 31 December 2023

Unrestricted
Restricted
Endowment
Funds
Funds
Funds
£
£
£
Funds Reconciliation
Opening balances as at 01/01/2023
2,830,316
14,168
37,177
Surplus/(deficit) this year end
(1,173)
1,011
-
Increase in value of fixed assets
209,623
-
-
Increase / (decrease) in value of investments
-

-
1,495
Closing balances as at 31/12/2023
Note 2
3,038,766
15,178
38,672
Bank and Cash Balances
Bank Deposit accounts
Bank Current accounts
Cash on hand
Endowment Funds
Church of Ireland Trustees (M & G Charifund)
Church of Ireland Trustees (CIT Unit Trust)
R B General Unit Trust (NI)
Fixed Assets - Heritage Assets
Church building and graveyard
Church hall
Rectory and outbuildings
Total assets less current liabilities
Total
Total
2023
2022
£
£
2,881,660
2,873,898
(162)
12,347
209,623
-
1,495
(4,585)
3,092,616
2,881,660
678
673
48,674
46,460
-
2,381
49,352
49,514
2,140

2,140
33,759
32,264
2,773
2,773
38,672
37,177
1,619,500
1,506,511
816,532
759,565
568,560
528,893
3,004,592
2,794,969
3,092,616
2,881,660

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Signed on behalf of the Trustees by:
________
Canon Robert Clarke (Rector)
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----- Start of picture text -----
-
________
Sonya McKelvey (Honorary Treasurer)
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Date: 30 September 2024

Notes to the financial statements for the year ended 31 December 2023

1. Accounting policies

Set out below are the principal accounting policies that 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

Assets retained for the Parish’s own use

The assets of the Parish, retained for its own use comprise:

All of the above buildings are deemed to be Heritage assets as defined by the Charities SORP (FRS102). These Heritage assets are included in the statement of assets and liabilities at insurance valuation as a professional 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. Heritage assets are not depreciated.

2. Summary of Movements in Funds

Unrestricted funds
General fund
Restricted funds
Missions
Fabric fund
Endowments
Bequests
Total funds
At
01/01/2023
Incoming
Resources
Outgoing
Resources
Transfers
At
31/12/2023
£
£
£
£
£
2,830,316
277,436
(68,873)
(113)
3,038,766
70
4,078
(4,260)
113
-
14,098
1,080
-
-
15,178
14,168
5,158
(4,260)
113
15,178
37,177
1,495
-
-
38,672
2,881,660
284,089
(73,133)
-
3,092,616

Purposes of unrestricted funds

General fund - for the day to day expenses of Edenderry Parish and to support restricted activities as required. Includes fixed assets at insurance values.

Purposes of restricted funds

Missions - financial support for missionary and charitable work.

Fabric fund - harvest collection for upkeep of fabric of church building.

Purposes of endowments

Bequests - bequests and donations held in trust by Representative Church Body, with proceeds for general unrestricted use.

Notes to the financial statements for the year ended 31 December 2023 (continued)

3. Missions

ns
Missions collections
CMS - Lenten collection
Bishops Appeal
Tyrone Protestant Orphan Society
CoI Ministry Fund
Omagh Womens Aid
L.E.M.O.F.
Gift Aid tax refund
Missions Payments
Church Missionary Society
Bishops Appeal
Royal British Legion
Tyrone Protestant Orphan Society
Omagh Womens Aid
L.E.M.O.F.
CoI Ministry Fund
2023
2022
£
£
700
78
1,935
1,731
510
-
-
146
179
-
-

290
754

228
4,078

2,473
1,032

78
2,419

1,889
25

-
605

-
179
-
-
290
-

146
4,260

2,403

4. Transactions with related parties and trustees

During the year, expenses were reimbursed totalling £1,434 to the Rector, £206 to Mr Roy Graham and £100 to Mr Adrian Pollock. No other trustee received any remuneration or reimbursement of expenses during the year. No trustee or a person related to a trustee had any personal interest in any contract or transaction entered into by the Church during the year.

5. Events after the end of the reporting period

There were no significant events after the end of the reporting period.