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2023-12-31-accounts

BALLYHOLME CONGREGATION OF THE PRESBYTERIAN CHURCH IN IRELAND

Financial Statements for the year ended 31 December 2023

Registered Charity in Northern Ireland (NIC105128)

BALLYHOLME CONGREGATION OF THE PRESBYTERIAN CHURCH IN IRELAND STATEMENT OF FINANCIAL ACTIVITY

Year ending 31 December 2023

Year ending 31 December 2023
Receipts
Note
Donations and Legacies
2
Charitable activities
3
Other trading activities
4
Investment income
5
Other
6
Gain on investments
Gain on sale of fixed assets
9
Total Receipts
Payments
Raising funds
7
Charitable activities
8
Investment costs
Other
Loss on investments
Loss on sale of fixed assets
Total Payments
Net receipts/(payments)
Transfers between funds
Net movement of funds
Funds brought forward
Funds carried forward
Unrestricted
Funds
Restricted
Funds
Endowment
Funds
Total 2023
Total 2022
116,366
112,709
0
229,076
6,855
1,079
0
7,934
0
0
0
0
224
885
4,702
5,810
1,156
69,443
0
70,599
124,601
184,116
4,702
313,418
0
0
0
0
0
0
0
0
0
0
0
0
124,601
184,116
4,702
313,418
355
0
0
355
146,145
94,307
0
240,452
0
0
0
0
0
0
0
0
146,500
94,307
0
240,807
0
0
0
0
0
0
0
0
0
0
0
0
146,500
94,307
0
240,807
-21,899
89,809
4,702
72,611
10,590
-10,590
0
0
-11,309
79,219
4,702
72,611
135,739
134,020
96,889
366,648
124,430
213,239
101,590
439,259
158,625
1,344
0
-3,505
66,224
222,689
0
0
0
222,689
345
210,148
0
0
210,492
0
0
0
210,492
12,196
0
12,196
354,452
366,648

Registered Charity in Northern Ireland (NIC105128)

BALLYHOLME CONGREGATION OF THE PREBYTERIAN CHURCH IN IRELAND BALANCE SHEET AS AT 31 DECEMBER 2023

Funds Reconciliation
Funds at start of year
Net movement in funds
Funds at end of year
Fixed Assets
> Church premises
> Fixtures, Fittings, Equipment
> Vehicles
Current Assets
Bank & Cash Balances
Bank Deposit Accounts
Bank Current Accounts
Organisations
Cash in Hand
Gift aid receivable
Other debtors
Prepayments
Investments - Note 10
Creditors- amounts falling
due within one year
Loans
Accruals
Net Current Assets
Total Assets less Current
Liabilities
Creditors- amounts falling
due after one year
Total Assets / (Liabilities)
Unrestricted
Funds
135,739
-11,309
Unrestricted
Funds
135,739
-11,309
Restricted
Funds
134,020
79,219
Restricted
Funds
134,020
79,219
Endowment
Funds
96,889
4,702
Endowment
Funds
96,889
4,702
Endowment
Funds
96,889
4,702
Total 2023
366,648
72,611
439,259
68,960
0
0
68,960
3,731
314,308
0
301
318,340
7,866
1,000
5,397
56,653
389,256
0
18,957
18,957
370,299
439,259
0
439,259
Total 2022
354,452
12,196
124,430 213,239 101,590 366,648
73,630
0
0
73,630
3,551
248,898
0
221
252,671
6,793
0
4,002
51,951
315,417
0
22,399
22,399
293,018
366,648
0
366,648

Approved by the Kirk Session at a meeting on 28 April 2024 and signed on it's behalf by: -

Rev Peter Lyle (Minister)

Joan Hunter (Clerk of Session)

Registered Charity in Northern Ireland (NIC105128)

BALLYHOLME CONGREGATION OF THE PREBYTERIAN CHURCH IN IRELAND NOTES TO THE ACCOUNTS FOR THE YEAR ENDED 31 DECEMBER 2023

1. BASIS OF PREPARATION

As the total income of the congregation in 2023 was more than £250,000 the congregation had to prepare its accounts on an accruals basis, in line with the provisions in The Charities Accounts and Reports Regulations (Northern Ireland) 2015. The same basis has been restated in the comparative figures.

The accounts have been prepared in accordance with the Accounting and Reporting of Charities SORP in accordance with FRS102.

Income is included in the Statement of Financial Activities (SoFA) when the church becomes entitled to the resources and the monetary value can be measured with sufficient reliability. This includes claims made under Gift Aid.

Liabilities are recognised where it is more likely than not that there is a legal or constructive obligation committing the charity to pay out resources and the amount of the obligation can be measured with reasonable certainty.

Tangible fixed assets are capitalised if they can be used for more than one year and the costs is deemed to be material. They are valued at cost. The property owned, comprising the Church premises and the Manse have been included net of calculated depreciation to date.

FUND ACCOUNTING

Endowment funds are funds the capital of which must be retained either premanently or at the congregation's discretion; the income derived from the endowment is to be used either as restricted or unrestricted income funds depending upon the purpose for which the endowment was established in the first place.

Restricted funds comprise (a) income from endowments which is to be expended only on the restricted purposes intended by the donor and (b) revenue donations or grants for a specific congregational activity intended by the donor. Where these funds have unspent balances, interest on their pooled investment is apportioned to the individual funds on an average balance basis.

Unrestricted funds are income funds which are to be spent on the congregation's general purposes. Designated funds are general funds set aside by the congregation for use in the future.

2. DONATIONS AND LEGACIES

Recorded giving:
Regular direct givings
Loose collections
Donations and gifts
Gift aid
Legacies and bequests
Unrestricted
Funds
Restricted
Funds
Endowment
Funds
Total 2023
82,663
21,037
0
103,700
1,150
0
0
1,150
14,950
25,703
0
40,653
17,604
4,270
0
21,874
0
61,699
0
61,699
116,366
112,709
0
229,076
Total 2022
103,892
1,641
10,486
22,565
20,040
158,625

3. CHARITABLE ACTIVITIES

3. CHARITABLE ACTIVITIES
a) Income from charitable activities
b) Fees from weddings and funerals
c) Fundraising events
d) Membership fees
e) Grants
Unrestricted
Funds
Restricted
Funds
Endowment
Funds
Total 2023
0
0
0
0
2,890
0
0
2,890
3,965
1,079
0
5,044
0
0
0
0
0
0
0
0
6,855
1,079
0
7,934
Total 2022
0
0
1,344
0
0
1,344

4. OTHER TRADING ACTIVITIES

a) Letting of premises
b) Trading income
Unrestricted
Funds
Restricted
Funds
Endowment
Funds
Total 2023
0
0
0
0
0
0
0
0
0
0
0
0
Total 2022
0
0
0

Registered Charity in Norhern Ireland (NIC105128)

5. INVESTMENT INCOME

5. INVESTMENT INCOME
a) Deposit interest
b) General Investment Fund
c) Rents investment properties
d) Other investment income
Unrestricted
Funds
Restricted
Funds
Endowment
Funds
Total 2023
0
0
0
0
224
885
0
1,108
0
0
0
0
0
0
4,702
4,702
224
885
4,702
5,810
Total 2022
0
1,148
0
-4,653
-3,505

d) Other investment income represents the gain or loss on the current value of the General Investment Fund.

6. OTHER INCOME

6. OTHER INCOME
a) Insurance claims
b) Other income
c) Organisation income
Unrestricted
Funds
Restricted
Funds
Endowment
Funds
Total 2023
0
1,375
0
1,375
1,156
65
0
1,221
0
68,003
0
68,003
1,156
69,443
0
70,599
Total 2022
0
1,194
65,030
66,224

7. RAISING FUNDS

7. RAISING FUNDS
a) FWO envelopes
b) Fundraising events
Unrestricted
Funds
Restricted
Funds
Endowment
Funds
Total 2023
355
0
0
355
0
0
0
0
355
0
0
355
Total 2022
345
0
345

8. CHARITABLE ACTIVITIES

8. CHARITABLE ACTIVITIES
a) General Assembly Assessments
b) Presbytery Fees
c) Ministry and support staff costs
d) Congregational running expenses
e) Donations to Missions and charities
f) Governance costs
g) Organisations
Unrestricted
Funds
Restricted
Funds
Endowment
Funds
Total 2023
12,689
0
0
12,689
1,021
0
0
1,021
78,785
54
0
78,840
49,742
17,690
0
67,432
1,422
15,031
0
16,453
2,486
597
0
3,082
0
60,935
0
60,935
146,145
94,307
0
240,452
Total 2022
9,016
923
78,303
41,186
23,887
3,123
53,710
210,148

Registered Charity in Norhern Ireland (NIC105128)

9. FIXED ASSETS

The congregation owns the Church premises situated at Ashley Drive, Bangor, BT20 5RD. These have an insurance value of; Church Buildings and Contents £ 3.317M .

The Church manse at 3 Second Avenue, Baylands, Bangor BT20 5JZ has an insurance value of £351K.

Cost or Valuation
At the start of year
Additions
Revaluations
Disposals
Transfers
At the end of year
Depreciation
At the start of year
Charged
Impairment
Disposals
Transfers
At the end of year
Net Book Value
At the start of year
At the end of year
Land &
Buildings
Fixtures &
fittings
Vehicles
272,500
0
0
0
0
0
0
0
0
0
0
0
0
0
0
272,500
0
0
198,870
0
0
4,670
0
0
0
0
0
0
0
0
0
0
0
203,540
0
0
73,630
0
0
68,960
0
0
Total 2023
272,500
0
0
0
0
272,500
198,870
4,670
0
0
0
203,540
73,630
68,960
Total 2022
272,500
0
0
0
0
272,500
194,200
4,670
0
0
0
198,870
78,300
73,630

10. INVESTMENTS

10. INVESTMENTS
Unrestricted Restricted Endowment
Funds Funds Funds Total 2023 Total 2022
General Investment Fund 0 0 56,653 56,653 51,951
Property 0 0 0 0 0
Other investments 0 0 0 0 0
0 0 56,653 56,653 51,951
11. OTHER DISCLOSURES
Fees for examination of the accounts
Independent examiner's fees £540 £100
Staff costs
No employee is paid more than £60,000

Registered Charity in Norhern Ireland (NIC105128)

12. FUND BALANCES

Fund
Unrestricted Funds
General Fund
Investment Fund
Total
Restricted Funds
Property Fund
7th Bangor BB
Freezer Ministry
Holiday Bible Club
Moderator Appeal
Specific Donations
Sunday School
Support Fund
United Appeal
World Development Appeal
Bowling Club
Flower Guild
Making Mornings
New Horizons
Parents & toddlers
Pre-school Group
Presbyterian Women
Thursday Club
Youth Council
Youth Group
Total Restricted Funds
Endowment funds
Endowment investments
Total
Endowment Funds
Total
Balance at
start
Receipts
Payments
Surplus /
(Deficit)
95,106
124,601
146,500
-21,899
40,633
135,739
124,601
146,500
-21,899
79,978
74,727
15,933
58,795
808
1
403
-402
323
0
0
0
157
147
157
-9
0
1,518
1,518
0
4,814
27,388
3,290
24,098
2,179
30
352
-322
3,694
180
0
180
0
11,024
11,024
0
0
1,099
1,099
0
54
180
2
178
332
1,135
891
244
21
1,423
721
702
43
608
309
300
377
1,469
987
483
39,549
56,469
54,250
2,219
91
0
0
0
87
195
54
141
1,513
3,029
200
2,829
0
3,493
3,119
374
134,020
184,117
94,307
89,810
96,889
4,702
0
4,702
230,909
188,819
94,307
94,511
0
0
0
0
366,648
313,419
240,807
72,612
Transfer
10,590
10,590
0
0
0
0
0
275
0
0
0
0
-150
25
-690
-100
-450
-6,750
0
-150
-2,600
0
Balance at end
83,797
40,633
124,430
138,772
407
323
148
0
29,187
1,857
3,874
0
0
82
601
32
243
410
35,018
91
78
1,742
374
-10,590
0
-10,590
0
213,240
101,590
314,831
0
439,260

Registered Charity in Norhern Ireland (NIC105128)