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2023-12-31-annual-return

TEMPLATE FINANCIAL STATEMENTS – RECEIPTS AND PAYMENTS ACCOUNT

These template financial statements have been prepared on behalf of the Finance Panel of the Support Services Committee of the General Council. They provide an outline of the format in which congregations electing to prepare Receipts and Payments Accounts should prepare their financial statements. Accounts prepared in accordance with this format are designed to be suitable for the purpose of filing accounts with the Charity Commission for Northern Ireland.

Please note that the congregations approved financial statements will need to be submitted to the Charity Commission in pdf format.

It is not possible to cover every situation in a set of template accounts and therefore congregations may wish to take their own professional advice if considered necessary.

Text that appears in these template accounts in red will need to be updated for the congregation’s circumstances.

Information to assist congregations in prepare their accounts is included in the supporting guidance note.

October 2022

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CASTLECAULFIELD 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 (NIC105630)

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CASTLECAULFIELD CONGREGATION OF THE PRESBYTERIAN CHURCH IN IRELAND TRUSTEES ANNUAL REPORT

The Trustees present their Annual Report and Financial Statements for the year ended 31 December 2023 including a Statement of Assets and Liabilities as at that date.

REFERENCE AND ADMINISTRATIVE DETAILS

Castlecaulfield congregation of the Presbyterian Church in Ireland

Registered Charity in Northern Ireland (NIC105630)

CHARITY TRUSTEES

The Charity Trustees who served during the year or who were trustees at the date of this report were

Rev Mark Dodds Mr Keith Ferguson Mr Ivan Burns Mr Jonathan McMinn

Mr David Devennie Mr Angus Burns Mr Jim Hayes Mr Ronnie Moore

PRINCIPAL OFFICE BEARERS

Minister Clerk of Session Treasurer

Reverend Mark Dodds David Devennie Andrew Patterson

INDEPENDENT EXAMINER

Alex Moore 11 Castleview Manor Castlecaulfield BT70 3DW

BANKERS First Trust Bank

SOLICITORS

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CASTLECAULFIELD CONGREGATION OF THE PRESBYTERIAN CHURCH IN IRELAND TRUSTEES ANNUAL REPORT (cont’d)

STRUCTURE AND MANAGEMENT

The Kirk Session

The charity trustees of the congregation are the members of its Kirk Session. Under the congregation’s governing document, The Code, the book of the constitution and government of the Presbyterian Church in Ireland, the Kirk Session seeks to watch over and promote the spiritual interest of the congregation and of persons not connected with any congregation who are within its bounds. It ensures pastoral care is in place in the congregation and seeks to further the contribution of the Church to Christian witness and service in the local community. The Kirk Sessions has delegated to its Congregational Committee the temporal affairs of the congregation including administering all funds and property belonging to the congregation. Members of the Kirk Session are ex-officio members of the Congregational Committee.

The Kirk Session consists of the ordained minister and the ruling elders of the congregations. All members are entitled to propose, speak and exercise equal votes at meetings, except that the Moderator, the ministers in active duty in the congregation, has no deliberative but only a casting vote.

Stated meetings of the Kirk session are held five times per year and on further occasions, as required.

To be chosen for the office of the eldership in the congregation a person must be a voting member and a regular attendant on its ordinances. The selection of those proposed to be called to the office can be either by the congregation or by the Kirk Session. Members are elected if they obtain two-thirds of those who vote.

Presbytery

Under the Presbyterian Church in Ireland form of governance the corporate oversight of a congregation is the responsibility of a Presbytery which superintends generally the spiritual and temporal affairs of the congregations assigned to it by the General Assembly of the Presbyterian Church in Ireland. Castlecaulfield congregation of the Presbyterian Church has been assigned to the Tyrone Presbytery of the Presbyterian Church in Ireland. The membership of the Presbytery consists mainly of the active ministers of congregations

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assigned to it by the General Assembly, minsters who have retired from active duty and an elder appointed by the Kirk Session of the congregation.

CASTLECAULFIELD CONGREGATION OF THE PRESBYTERIAN CHURCH IN IRELAND TRUSTEES ANNUAL REPORT (cont’d)

The General Assembly

The General Assembly is the supreme court of the Church, representing in one body the whole Church and acting as its supreme legislative, administration and judicial authority, in dealing with all matters brought before it. The General Assembly is normally constituted during the first week in June for worship and to conduct its business. At the end of business it is dissolved. The membership of the General Assembly consists mainly of the active ministers of each congregation, retired minsters and a representative elder appointed by the Kirk Session of each congregation.

DESCRIPTION AND PURPOSE

The charitable purpose of the congregation is the advancement of religion.

Castlecaulfield congregation of the Presbyterian Church is a congregation of the Presbyterian Church in Ireland. The Presbyterian Church in Ireland, as a Reformed Church within the wider body of Christ is grounded in the Scriptures, and exists to love and honour God through faith in His Son and by the power of His Spirit, and to enable her members to play their part in fulfilling God’s mission to our world.

The congregations mission purposes is “to encourage people to put their faith and trust in Jesus Christ; to see them grow in their faith and become full members of Christ’s body, so that they will serve God, and have fellowship with other believers, using their grace gifts to advance His kingdom in the world in order to magnify His name.”

ACTIVITIES AND OBJECTIVES

The congregation meets for worship every Sunday and visitors are welcome to join us. The Sacrament of the Lords Supper (communion) is observed on several occasions during the year and all those who have been baptised and who have made a profession of faith in the Lord Jesus Christ are admitted to the Lord’s Supper. The congregation holds regular Bible studies and prayer gatherings and has a wide range of organisations including:

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CASTLECAULFIELD CONGREGATION OF THE PRESBYTERIAN CHURCH IN IRELAND TRUSTEES ANNUAL REPORT (cont’d)

ACHIEVEMENTS AND PERFORMANCE

The congregation normally meets for worship each Sunday at 10:30am and we have an evening church on the last Sunday of each month at 7pm and this is held jointly between ourselves and our sister congregation of Eglish Presbyterian Church. During the week the Midweek Bible Study provides an opportunity for members to meet together for fellowship, to study the scriptures and for a time of prayer, and again this is held between ourselves and our friends in Eglish.

As well as our regular services during the year we acknowledged God’s gift of new life at two Baptisms, and gave thanks for faithful services and sought to comfort those who had been bereaved during the year.

At 31 December 2023 there were 142 communicant members and 108 families connected with the congregation. The average week attendance at morning worship is 75.

Pastoral care

Members of the congregation who are unable to attend church due to sickness or age are visited on a regular basis by the minister, or elders.

Mission and outreach

At a local level the congregation continued to show a missionary outlook as the members sought to live out their faith in their homes and workplaces etc, wherever God has placed them, whilst seeking to share the good news of the Lord Jesus with those who live in the village and in the countryside around the church.

Alongside that, the congregation continued to support those involved in Christian work further afield; hosting speakers, giving financially and praying for the work of Tearfund, OMS, Wycliffe Bible Translators, and Good News for Everyone, amongst others.

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CASTLECAULFIELD CONGREGATION OF THE PRESBYTERIAN CHURCH IN IRELAND TRUSTEES ANNUAL REPORT (cont’d)

The congregation supports the United Appeal for Mission which is a central fund of the Presbyterian Church in Ireland. This fund enables congregations to support the wider mission of the denomination and to do mission and outreach on a denominational basis beyond what the congregation could do on its own. The United Appeal Fund provides financial support for mission personnel at home and overseas, assists congregations with the deployment of locally based staff, enables church planting, provides grant support for the upkeep of church premises, assist with the running costs of Union Theological College, the Church’s training college for ministry students, and financially supports congregation in the areas of worship, discipleship, global mission, outreach, leadership and pastoral care.

Presbytery

The congregation was represented at the regular meetings of Presbytery by our minister and / or one of the elders. This provides an important link between the congregations and the wider structures of the church.

General Assembly

The minister and one of our elders were nominated to attend the meeting of the General Assembly of the Presbyterian Church in Ireland held in Assembly Buildings, Belfast, in June.

Property

No major repairs or refurbishment to report.

Organisations

Our church hall and facilities are well used both by our members and the wider local community during the week.

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Volunteers

Obviously, none of these activities could have taken place without the great commitment of the leaders and so the Trustees wish to acknowledge their deep appreciation of those who give so freely of their time and talents in helping with organisations and other church activities.

CASTLECAULFIELD CONGREGATION OF THE PRESBYTERIAN CHURCH IN IRELAND TRUSTEES ANNUAL REPORT (cont’d)

PUBLIC BENEFIT STATEMENT

The Presbyterian Church in Ireland meets the public benefit requirement by providing benefit to its members and the general public by making known the Christian Gospel of the Lord Jesus Christ through the advancement of religion.

The direct benefits which flow from the purposes of the Church include the gaining of an understanding in Christian beliefs as set out in the Bible and in the Church’s subordinate standards (the Westminster Confession of Faith and the Shorter and Larger Catechisms) leading to spiritual and moral development and opportunities for response to Bible teaching. In turn, this framework leads to practical expressions of Christian beliefs and standards in the local community such as through the care of those in need (including the sick, disabled and bereaved).

Generally the above benefits are delivered locally by congregations and their members, or are facilitated through presbyteries or are organised and delivered centrally. Local delivery is facilitated by central resources in almost all cases. Public access is made known through the use of noticeboards, printed material, press advertisement, websites, and social media or in other ways.

The benefits are demonstrated through regular evaluation of the services and informal and ad-hoc feedback from members, their families, and members of the public.

The purpose does not lead to harm. The only private benefit flowing from our purpose is related to Ministers, Missionaries, Deaconesses, Irish Mission workers and Lay Agents who receive benefits as a result of their holding office or employment. However, this is incidental

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and necessary in order to further our charitable purpose. There are no other private benefits. The beneficiaries of this purpose are members, their families, other individuals that the Presbyterian Church in Ireland is in direct and indirect contact with, the community in which pastoral services are provided and other communities throughout Northern Ireland, the Republic of Ireland, and worldwide which benefit from our engagement with and support for both Christian and other secular organisations, charities and individual members of the public.

The Kirk Session has had regard to the Charity Commissions Public benefit requirement statutory guidance.

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CASTLECAULFIELD CONGREGATION OF THE PRESBYTERIAN CHURCH IN IRELAND TRUSTEES ANNUAL REPORT (cont’d)

FINANCIAL REVIEW

The congregation’s main source of income is members’ contributions through the Weekly Freewill Offering. There were 120 contributors during the year, 123 in the previous year, donating a total of £48,197 with £44,527 in previous year 2022.

Total Income of the congregation during the year was £96,084 compared to £97,557 in the previous year.

Total expenditure increased from £89,506 to £90,198.

STATEMENT OF TRUSTEE RESPONSIBILITIES

The Trustees are responsible for preparing the annual report and the financial statements of the congregation in accordance with applicable law and generally accepted accounting practice.

As the congregations total income does not exceed £250,000, the Trustees have elected under Section 64(3) of the Charities Act (Northern Ireland) 208 to prepare a receipts and payment account and a statement of assets and liabilities.

The Trustees are responsible for keeping adequate accounting records that are sufficient to show and explain the congregation’s transactions and disclose with reasonable accuracy at any time its financial position. They are also responsible for safeguarding the assets of the congregation and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

Approved by the Kirk Session at a meeting on 25[th] October 2024 and signed on its behalf by

Rev Mark Dodds Mr David Devennie (Clerk of Session)

25/10/24 25/10/24

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INDEPENDENT EXAMINERS REPORT TO THE TRUSTEES OF [NAME OF CONGREGATION] CONGREGATION OF THE PRESBYTERIAN CHURCH IN IRELAND

(To be provided by the Independent Examiner)

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CASTLECAULFIELD CONGREGATION OF THE PRESBYTERIAN CHURCH IN IRELAND STATEMENT OF FINANCIAL ACTIVITY (Receipts and Payments Account) for the year ended 31 December 2023

Note Unrestricted Restricted Endowment Total Total
Funds Funds Funds 2023 2022
£ £ £ £ £
Receipts
Donations and legacies 2 58,633 -
32,003 90,636 86,753
Charitable activities 3 - 3,544
184 - 3,360 7,642
Other trading activities 4 - - -
- -
Investment Income 5 -
2,049 763 8,837 11,649 6,407
Other 6 204
- - 204 1,254
---------- ---------- ---------- ---------- ----------
---------- ---------- ---------- ---------- ----------
Total Receipts
60,702 36,310 8.837 105,849 89,242
---------- ---------- ---------- ---------- ----------
Payments
Raising funds 7 145 -
290 435 821
Charitable activities 8 -
60,258 29,893 90,151 88,685
Investment costs
Other 9 - - -
- -
---------- ---------- ---------- ---------- ----------
Purchase of Investments
Purchase of fixed assets -
- - - -
Loan Repayments
---------- ---------- ---------- ---------- ----------
Total Payments ¤ 90,586 89,506
60,548 30,038 -

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---------- ---------- ---------- ---------- ----------
Net receipts / (payments) 154 6,272 -264
8,837 15,263
Transfers between funds
---------- ---------- ---------- ---------- ----------
Net movement in funds
Funds brought forward
63,859 113,309 126,939 304,108 304,372
---------- --------- ---------- -------- ----------
Funds carried forward 12
64,013 119,581 135,775 319,369 304,108
====== ====== ====== ====== ======

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CASTLECAULFIELD CONGREGATION OF THE PRESBYTERIAN CHURCH IN IRELAND STATEMENT OF ASSETS AND LIABILITIES

As at 31 December 2023

As at 31 December 2023
Unrestricted Restricted Endowment Total Total
Funds Funds Funds Funds Funds
2023 2022
£ £ £ £ £
Funds Reconciliation
Bank and Cash at start of year 13,309
63,859 126,939 304,107 304,372
Net movement in funds 6,272 -
154 8,837 15,263 264
---------- ---------- ---------- ---------- ----------
Bank and Cash at end of year
64,011 119,582 135,775 319,369 304,108
======- ======= ======= ======= =======
Bank & Cash Balances
Bank Deposit Accounts 80,939
30,634
Bank Current Accounts 102,654
146,535
GIF & Bequest Funds 135,775
126,939
---------- ----------
319,369 304,108
======= =======
Other Assets
Fixed Assets – Note 10
- Church Premises
617,403 617,403
- Manse
485,254 485,254
- Acheson Hall & 53/55 Main
Street 888,399 888,399
- Investments – Note 11
126,939 135,684
Gift Aid receivable on donations 14,000
14,000
---------- ----------
2,131,995 2,135,155
======= =======
Liabilities

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Loans

Other

Approved by the Kirk Session at a meeting on and signed on its behalf by [Name] [Name] [Date] [Date]

CASTLECAULFIELD CONGREGATION OF THE PRESBYTERIAN CHURCH IN IRELAND NOTES TO THE ACCOUNTS

31 December 2023

1. ACCOUNTING POLICIES

BASIS OF FINANCIAL STATEMENTS

As the total income of the congregation is less than £250,000 the congregation have 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.

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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

Unrestricted Restricted Endowment Total Total 2022
Funds Funds Funds 2023
£ £ £ £ £
Recorded giving:
Loose collections -
1,053 1,309 2,362 1,165
Donations and gifts -
48,246 24,941 73,187 71,433
Gift Aid -
9,334 5,753 15,087 14,155
Legacies and bequest - - -
- -
---------- ---------- ---------- ---------- ----------
-
58,633 32,003 90,636 86,753
---------- ---------- ---------- ---------- ----------

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CASTLECAULFIELD CONGREGATION OF THE PRESBYTERIAN CHURCH IN IRELAND NOTES TO THE ACCOUNTS

31 December 2023

3. CHARITABLE ACTIVITIES

Unrestricted Unrestricted Restricted Endowment Total Total
Funds Funds Funds 2023 2022
£ £ £ £ £
Income from charitable activities:
Fees from weddings and funerals
- 200 - 200 200
Fundraising events -
184 2,680 - 2,680 7,012
Membership fees -
- 664 - 664
Publications - - -
- -
---------- ---------- ---------- ---------- ----------
- -
184 3,544 3,360 7,212
---------- ---------- ---------- ---------- ----------
4. OTHER TRADING ACTIVITIES
Unrestricted Restricted Endowment Total Total
Funds Funds Funds 2023 2022
£ £ £ £ £
Letting of premises -
- - - -
Trading income -
- - - -
---------- ---------- ---------- ---------- ----------
- -
- - -
---------- ---------- ---------- ---------- ----------

5. INVESTMENT INCOME

Unrestricted Restricted Endowment Total 2023 Total 2022
Funds Funds Funds
£ £ £ £ £
Deposit interest 720 208 -

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928 382
General Investment Fund 555 -
1329 8,837 6,789
---------- ---------- ---------- ---------- ----------
763 -
2,049 8,837 11,649 6,407
---------- ---------- ---------- ---------- ----------

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CASTLECAULFIELD CONGREGATION OF THE PRESBYTERIAN CHURCH IN IRELAND NOTES TO THE ACCOUNTS (cont’d)

31 December 2023

6. OTHER INCOME

Unrestricted Restricted Endowment Total Total
Funds Funds Funds 2023 2022
£ £ £ £ £
Graveyard Fees
200 - - 200 1,250
NIE
4 - - 4 4
---------- ---------- ---------- ---------- ----------
204 - - 204 1,254
---------- ---------- ---------- ---------- ----------
7. RAISING FUNDS
Unrestricted Restricted Endowment Total Total
Funds Funds Funds 2023 2022
£ £ £ £ £
FWO envelopes -
290 145 435 821
---------- ---------- ---------- ---------- ----------
290 145 435 821
---------- ---------- ---------- ---------- ----------
8. CHARITABLE ACTIVITIES
Unrestricted Restricted Endowment Total 2023 Total 2022
Funds Funds Funds
£ £ £ £ £
General Assembly Assessments 10,866
10,866 - - 10,411
Presbytery fees 348
348 - - 348
Ministry and support staff costs 44,838
38,178 6,660 - 38,711
Congregational running expenses 10,856 24,501

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13,645 - 28,875
Donations to Missions and - 9,588
charities 9,588 - 10,340
Publications 10 -
10 - -
-------- ---------- ---------- --------- ----------
- -
90,151
60,258 29,893 - 88,685
---------- ---------- ---------- ---------- ----------

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CASTLECAULFIELD CONGREGATION OF THE PRESBYTERIAN CHURCH IN IRELAND NOTES TO THE ACCOUNTS (cont’d)

31 December 2023

9. OTHER EXPENDITURE

Unrestricted Restricted Endowment Total 2021 Total 2020
Funds Funds Funds
£ £ £ £ £
Property Purchase - -
- - -
---------- ---------- ---------- ---------- ----------
-
---------- ---------- ---------- ---------- ----------

10. FIXED ASSETS

The congregation owns the Church premises situated at 54 Main Street Castlecaulfield, Acheson Hall situated at Main Street Castlecaulfield and the Manse situated at 11 Drumreany Road Castlecaulfield and the associated fixtures, fittings, plant and machinery. In 2018 the property located at 53-55 Main Street Castlecaulfield has also been purchased. These have an insurance value of £1, 891,053.

11. INVESTMENTS

The congregation has the following investments. Amounts are shown at market valuation.

2023 2022
£ £
General Investment Fund 97,645
106,482
Other investments (Ulster &
Progressive Bequests Accounts) 29,294 29,294
---------- ----------
135,776 126,939
---------- ----------

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CASTLECAULFIELD CONGREGATION OF THE PRESBYTERIAN CHURCH IN IRELAND NOTES TO THE ACCOUNTS (cont’d) 31 December 2023

12. FUND BALANCES

Fund Balance Receipts Payment Surplus / Transfer Balance
at start (Deficit) at end
£ £ £ £ £ £
Unrestricted Funds
General Account 63,859 60,701 60,549 152 - 64,011
[Name of Fund]
---------- ---------- ---------- ---------- ---------- ----------
63,859 60,701 60,549 152 - 64,011
---------- ---------- ---------- ---------- ---------- ----------
Restricted Funds
Building & Repair Fund 102,732 23,037 15,896 7,141 - 109,873
Mission Fund 1,219 883 1,028 -145 - 1,074
Sunday School Fund 4,908 1,141 1,523 -382 - 4,526
Tots & Co 267 664 337 327 - 593
Youth Fellowship 286 - - - - 286
Bowling Club 172 - - - 172
Presbyterian Woman 3,725 2,058 2,726 -668 - 3,057
---------- ---------- ---------- ---------- ---------- ----------
113,309 27,783 21,510 6,273 - 119,582
---------- ---------- ---------- ---------- ---------- ----------
Endowment Funds
General Investment Fund 97,645 - - 8,837 - 106,482
Bequest Deposit Accounts 29,294 - - - - 29,294
---------- ---------- ---------- ---------- ---------- ----------
126,939 - - 8,837 - 135,775
---------- ----------- ----------- ----------- ----------- ----------
Total 304,107 88,484 82,059 15,262 - 319,369
---------- ---------- ---------- ---------- ---------- ----------

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