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2023-12-31-annual-report

TOBERKEIGH CONGREGATION OF THE PRESBYTERIAN CHURCH IN IRELAND

Trustees Annual Report and Financial Statements for the year ended 31 December 2023

Registered Charity in Northern Ireland (NIC105335)

TOBERKEIGH CONGREGATION OF THE PRESBYTERIAN CHURCH IN IRELAND Trustees Annual Report

Statement of Financial Activity (Receipts and Payments Account) As at 31 December 2023

Note
Receipts
Donations & Legacies
2
Charitable Activities
3
Other trading income
4
Investment Income
5
Other
6
Total Receipts
Payments
Raising funds
7
Charitable activities
8
Unrestricted Restricted Endowment
Funds
Funds
Funds
£
£
£
62,816
29,778
0
0
4,004
0
1,735
1,000
0
432
7
0
768
1,408
0
Total
Total
2023
2022
£
£

92,594
83,807

4,004
3,371

2,735
11,485

439
850

2,176
2,084
65,751
36,197
0

101,948
101,597
0
426
0
51,652
67,196
30

426
433

118,878
58,479

1

TOBERKEIGH CONGREGATION OF THE PRESBYTERIAN CHURCH IN IRELAND Trustees Annual Report

Total payments
Net receipts /
(payments)
Funds brought forward
(restated)
10
Net Internal Transfers
10
Funds carried forward
10
51,652
67,622
30

119,304
58,912
14,100
(31,425)
(30)
91,914
27,687
15,101
(1,206)
1,206
0
(17,356)
42,685

134,702
92,013

(0)
0
104,808
(2,532)
15,071

117,347
134,698

Statement of Assets and Liabilities As at 31 December 2023

Funds Reconciliation
Bank & Cash at start of
the year
Net movement in funds
Internal Transfer
Bank & Cash at end of
year
Bank & Cash Balances
Bank Deposit Accounts
Bank Current Accounts
Unrestricted
Restricted Endowment
Total
Total
Funds
Funds
Funds
2023
2022
£
£
£
£
£
91,914
27,687
15,101
134,702
92,013
14,100
(31,425)
(30)
(17,356)
42,685
(1,206)
1,206
0
(0)
0
104,808
(2,532)
15,071
117,347
134,698
0
0
15,071
15,071
15,101
104,807
(2,532)
0
102,274
119,597
104,808
(2,532)
15,071
117,347
134,698

2

TOBERKEIGH CONGREGATION OF THE PRESBYTERIAN CHURCH IN IRELAND Trustees Annual Report

Other Assets PCI Shares £13.3269 691 shares *

9,209

1. ACCOUNTING POLICIES

BASIS OF FINANCIAL STATEMENTS

As the total income of the congregation is less than £250,000 the congregation has elected in accordance with the provisions in The Charities (Accounts and Reports) Regulations (Northern Ireland) 2015 to prepare its accounts on a receipts and payments basis.

FUND ACCOUNTING

Endowment funds are funds, the capital of which must be retained either permanently 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.

3

TOBERKEIGH CONGREGATION OF THE PRESBYTERIAN CHURCH IN IRELAND Notes to Accounts

2. Donations and
Legacies
Donations and gifts
Gift Aid
Bequests / Legacy
Total
3. Charitable Activities
Income from Charitable
activities
Fundraising Events
Membership fees
Grants
Total
4. Other trading
activities
Letting of land & Manse
Fees from Graves
Total
Unrestricted
Funds
Restricted
Funds
Endowment Funds
Total
2023
Total
2022
£
£
£
£
£
54,516
18,036
0
72,552
69,257
8,252
3,610
0
11,862
9,838
48
8,132
0
8,180
4,713
62,816
29,778
0
92,594
83,807
Unrestricted
Funds
Restricted
Funds
Endowment Funds
Total
2023
Total
2022
£
£
£
£
£
0
0
0
0
491
0
1,144
0
1,144
0
0
260
0
260
80
0
2,600
0
2,600
2,800
0
4,004
0
4,004
3,371
Unrestricted
Funds
Restricted
Funds
Endowment Funds
Total
2023
Total
2022
£
£
£
£
£
1,735
0
0
1,735
8,885
0
1,000
0
1,000
2,600
1,735
1,000
0
2,735
11,485
5. Investment Income
Deposit interest
Gift Aid Interest
Total
6. Other Income
Wider World
NIE wayleave
Unrestricted
Funds
Restricted
Funds
Endowment Funds
Total
2023
Total
2022
£
£
£
£
£
164
7
0
171
164
268
0
0
268
686
432
7
0
439
850
Unrestricted
Funds
Restricted
Funds
Endowment Funds
Total
2023
Total
2022
£
£
£
£
£
0
133
0
133
140
68
0
0
68
61

TOBERKEIGH CONGREGATION OF THE PRESBYTERIAN CHURCH IN IRELAND Notes to Accounts

Ramoan Percentage
Other
Total
0
1,217
1,217
0
700
58
758
1883
768
1,408
0
2,175
2,084
TOTAL INCOME 65,751
36,197
0
101,948 101,597
7. Raising Funds
Wider World
FWO Envelopes
Total
8. Charitable Activities
Donations to Ministries &
Charities
General Assembly
Assessments
Presbytery Fees
Ministry & Support staff
costs
Congregational Running
expenses
Total
Unrestricted
Funds
Restricted
Funds
Endowment Funds
Total
2023
Total
2022
£
£
£
£
£
0
133
0
133
140
0
293
0
293
293
0
426
0
426
433
Unrestricted
Funds
Restricted
Funds
Endowment Funds
Total
2023
Total
2022
£
£
0
17,382
0
17,382
17,037
27,620
0
0
27,620
5,967
343
0
0
343
387
6,056
0
0
6,056
9,570
17,633
49,814
30
67,477
25,518
51,652
67,196
30
118,878
58,479
TOTAL PAYMENTS 51,652
67,622
30
119,304
58,912

9. FIXED ASSETS

The congregation owns the Church premises situated at Moycraig road, Mosside and the associated fixtures, fittings, plant and machinery. These have an insurance value of £289,893. The Church, including the attached buildings, have insurance of £1,134,859 in place and the adjacent

5

TOBERKEIGH CONGREGATION OF THE PRESBYTERIAN CHURCH IN IRELAND Notes to Accounts

Church Hall has an insured value of £552,666. The insurance value of the church and church hall includes contents cover.

10. Fund Balances

Unrestricted
Funds
General Fund
Reserve
Total
Restricted
Funds
General fund
Property
Account
Boys Brigade
Girls Association
Presbyterian
Woman
Youth Club
Youth
Fellowship
Committee
Discretion
Grave Fund
Sunday School
Total
Balance
at start
Receipts
Payment
Surplus
/
(Deficit)
Transfer
In
Transfer
Out
Balance
at end
£
£
£
£
£
81,923
65,751
51,618
14,134
1,794
0
97,850
9,991
0
34
(34)
0
(3,000)
6,957
91,914
65,751
51,652
14,100
1,794
(3,000)104,807
2,989
29,189
16,297
12,892
0 (53,377) (37,496)
11,804
0
45,070 (45,070)
49,877
(1,444)
15,167
2,061
2,417
1,897
520
0
(200)
2,381
840
1
30
(29)
0
0
811
381
869
917
(48)
93
0
426
1,505
2,782
2,425
357
0
(150)
1,712
64
289
58
231
0
0
295
5,313
0
30
(30)
5,000
0
10,283
2,598
100
30
70
900
0
3,568
132
549
868
(319)
506
0
319
0
27,687
36,196
67,622(31,426)
56,376(55,171)
(2,533)

Endowment Funds

6

TOBERKEIGH CONGREGATION OF THE PRESBYTERIAN CHURCH IN IRELAND Notes to Accounts

Bequest
Total
Total
15,101
0
30
15,071
0
0
15,071
15,101
0
30
15,071
0
0
15,071
134,702
101,947
119,304
(2,256)
58,170(58,171) 117,345

7

TOBERKEIGH CONGREGATION OF THE PRESBYTERIAN CHURCH IN IRELAND Notes to Accounts

8