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2025-08-31-accounts

CHRIST CHURCH EPISCOPAL CHURCH

RECEIPTS AND PAYMENTS ACCOUNT

FOR THE YEAR ENDED 31 AUGUST 2025

Scottish Charity Reference - SC010918

CHRIST CHURCH SCOTTISH EPISCOPAL CHURCH SC010918

Charity Trustees

Revd Christopher Ketley Rector (Resigned 25 October 2024) Keith Dennison Lay Chairman George Sims Peoples' Warden Llyn Glendinning Helen Stephens Mary Collins Protection of Vulnerable Groups Matthew Pumphrey Susanna Morriss Treasurer Malcolm Evans Lay Representative (Appointed 24 November 2024) Art Dickinson Sue Thomas (Appointed 24 November 2024) Scott Cooper Alternative Lay Representative (Appointed 24 November 2024)

Independent Examiner

Mrs Eilidh J Harman BA (Hons) CA Clydesdale Bank Buildings 36 King Street Castle Douglas DG7 1AF

Bankers

HBOS King Street Castle Douglas

Church Address

Blair Street Dalbeattie DG5 4DT

https://dcdchurches.org.uk

Principal Office

The Rectory 68 St Andrew Street Castle Douglas DG7 1EN

1

CHRIST CHURCH SCOTTISH EPISCOPAL CHURCH SC010918

Report of the Vestry Year Ended 31 August 2025

The members of the vestry present their annual report together with the financial statements for the year ended 31 August 2025.

The Life of Christ Church

Christ Church, Dalbeattie is a member of the Scottish Episcopal Church, and its Vestry members are Trustees of it, under charity law. The governance of the charge is set out in its Constitution.

The principal activities of the Church are the communication of the Gospel of Christ to its membership and the wider community where appropriate, as well as retaining a wider international perspective.

The Vestry depends on contributions from its members, both human and material. Such activities support worship and maintenance, along with pastoral and social activities of the Church.

The Reverend Christopher Ketley retired as our Rector in October 2025. The Church is currently in the process of searching to appoint a new Rector.

The Vestry and congregation look forward to strengthening and developing ecumenical relationships with other churches in the area, while continuing to strengthen and develop the spiritual life of the congregation and its involvement in worship and outreach.

Statement of Risk

The Vestry keeps under review the major risks to which the Church is exposed and has established procedures to mitigate any risks identified.

Volunteers

The Vestry is grateful for the time freely given by a large number of volunteers, without whom many of the activities would be unable to operate. No amounts have been included within these accounts for volunteers time.

Appointment of Vestry Members

Vestry members are elected or appointed by Annual General Meeting established by constitution and under Canon Law of the Scottish Episcopal Church. There is no formal induction programme but ongoing guidance is given to ensure that Vestry members are familiar with the Church's values, aims and responsibilities as the designated trustees of a charity

2

CHRIST CHURCH SCOTTISH EPISCOPAL CHURCH SC010918

Financial Review

A surplus of expenditure over income of £4,333 has been made during this financial year, compared to a deficit of £2,298 last year. Investments in the Scottish Episcopal Church’s Unit Trust Pool valued at £10,000 were sold in the year in order to pay £10,000 as a retirement settlement agreement to the retiring Rector. After taking account of this sale, the value of the Church’s investments decreased during the year by £(383) (2024:value increased by £8,833), giving an overall increase in the Church’s available funds to a total of £116,327 (2024:£112,377).

During the year substantial repairs have been made to the floor of the Church Hall. In total the amount paid for repairs to the Church Hall during the year totalled £5,444 (2024: £6,730).

The Rectory has continued to be let to the same tenant throughout the year. During the year repairs have been made to the roof and dormer window of the Rectory. In total an amount of £5,825 (2024: £1,209) has been paid towards repairs and maintenance of the Rectory.

The cost of utilities (gas and electricity) in the year was £1,470 (2024: £5,187). This reflects the reduction in tariff following the entering into of a new utilities contract during the year to 31 August 2024.

Reserves

The Vestry has adopted a policy of trying to maintain a level of unrestricted reserves such that, in the event of a significant drop in income, the Church would be able to maintain its current level of activities for a reasonable period until replacement funding is obtained.

Statement of the Vestry Member's Responsibilities

The members of the Vestry must prepare financial statements which give sufficient detail to enable an appreciation of the transactions of the Church during the financial year. The members of the Vestry are responsible for keeping proper accounting records which, on request, must reflect the current financial position of the Church at that time. This must be done to ensure that the financial statements comply with the Charities and Trustee Investment (Scotland) Act 2005 and the Charities Accounts (Scotland) Regulations 2006 (as amended). They are also responsible for safeguarding the assets of the Church and must take reasonable steps for the prevention and/or detection of fraud and other irregularities.

On behalf of the Vestry

Keith Dennison Trustee

18/02/2026

Date: ...........................

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CHRIST CHURCH SCOTTISH EPISCOPAL CHURCH SC010918

Independent Examiner’s Report

To The Trustees of Christ Church Episcopal Church

For The Year Ended 31 August 2025

I report on the financial statements of the charity for the year ended 31 August 2025 which are set out on pages 5 to 10.

Respective responsibilities of Trustees and Examiner

The Church's Trustees are responsible for the preparation of the accounts in accordance with the terms of the Charities and Trustee Investment (Scotland) Act 2005 and the Charities Accounts (Scotland) Regulations 2006 (as amended) ("the 2006 Regulations"). The Church's Trustees consider that the audit requirement of Regulation 10(1)(d) of the 2006 Regulations does not apply. It is my responsibility to examine the accounts as required under section 44(1)(c) of the 2005 Act and to state whether particular matters have come to my attention.

Basis of independent examiner's statement

My examination is carried out in accordance with Regulation 11 of the 2006 Regulations.

An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeks explanations from the trustees concerning such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently I do not express an audit opinion on the view.

Independent examiner's statement

In connection with my examination, no matter has come to my attention:-

  1. which gives me reasonable cause to believe that, in any material respect, the requirement

  2. to keep accounting records in accordance with Section 44(1) (a) of the 2005 Act and Regulation 4 of the 2006 Regulations, and

  3. to prepare accounts which accord with the accounting records and comply with Regulation 9 of the 2006 Accounts Regulation have not been met, or

  4. to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.

Mrs Eilidh J Harman BA (Hons} CA Bell Ogilvy Chartered Accountants 36 King Street Castle Douglas DG7 1AF

Date ..............................

23/02/2026

4

CHRIST CHURCH SCOTTISH EPISCOPAL CHURCH SC010918

Receipts and Payments Account for the Year ended 31 August 2025

Note
Receipts
Congregational & Voluntary Donations
2
Receipts From Fundraising Activities
3
Receipts from Investments other
4
Rent from Land & Buildings
Proceeds from Sale of Fixed Assets
Proceeds from Sale of Investments
TOTAL RECEIPTS
Payments
Payments relating to Charitable Activities
5
Grants and Donations relating directly
to Charitable Activities
6
Purchase of Fixed Assets
Purchase of Investments
TOTAL PAYMENTS
Surplus/ (Deficit) for the Year
Unrestricted
Endowment
Total
Funds
Funds
Funds
£
£
£
16,155
-
16,155
-
-
-
2,801
396
3,197
8,400
-
8,400
-
-
-
10,000
-
10,000
37,356
396
37,752
33,385
-
33,385
34
-
34
-
-
-
-
-
-
33,419
-
33,419
3,937
396
4,333
2024
£
19,768
90
3,102
8,400
-
-
31,360
33,625
33
-
-
33,658
(2,298)

5

CHRIST CHURCH SCOTTISH EPISCOPAL CHURCH SC010918

Statement of Balances as at 31 August 2025

Note
Cash at Bank & In Hand
Balance at beginning of year
Surplus/(Deficit) for the year
Transfers between funds
Balance at end of year
Investments
Market Value at beginning of year
Additions at cost
Disposals
Unrealised Gain/(Loss) in year
Market value at end of year
Fund Balances (Cash, Investments & Assets )
At the beginning of year
Cash Surplus/(Deficit) for year
Movement in Investments
Transfers
At the end of year
Unrestricted
Endowment
Total
Funds
Funds
Funds
£
£
£
4,753
1,669
6,422
3,937
396
4,333
-
-
-
8,690
2,065
10,755
94,070
11,885
105,955
-
-
-
(10,000)
-
(10,000)
8,424
1,193
9,617
92,494
13,078
105,572
98,823
13,554
112,377
3,937
396
4,333
(1,576)
1,193
(383)
-
-
-
101,184
15,143
116,327
2024
£
8,720
(2,298)
-
6,422
97,122
-
-
8,833
105,955
105,842
(2,298)
8,833
-
112,377

19/02/2026

Approved by the Vestry on ............................................ and signed on their behalf

Susanna Morriss

Treasurer

6

CHRIST CHURCH SCOTTISH EPISCOPAL CHURCH SC010918

Notes to the Accounts for the Year Ended 31 August 2025

1 Accounting Policies

Basis of Preparation

The accounts have been prepared on a receipts and payments basis. They consist of a summary of monies received and paid via the bank and in cash by the church during the financial year, along with a statement of balances. No adjustments have been made for any income due but not received, nor for any expenses incurred but not yet paid at the year end. Except for investments, fixed assets are not capitalised.

Funds

The unrestricted general fund is to support the work of the church. At present there are no restricted funds. Income from the endowment fund can only be spent on the Rector's stipend.

Church Buildings

The church,hall and rectory are not shown in the statement of balances. The Vestry believes that it is not possible to place a market value on them. The valuation of the buildings for insurance purposes is £1.9m.

Special Collections

During the year, the church made a special collection for a local charity. These funds were banked and the total collected paid over to the respective charity. Because the church was simply collecting the money on behalf of individual donors and forwarding it to the nominated charity, the income and expenditure is not included in these accounts as part of the income and expenditure of the church. Further details are given in note 9.

2 Congregational & Voluntary Giving

Unrestricted donations
Recorded Giving
Open Plate
Donations
Funerals
2025
2024
£
£
14,094
17,502
1,421
2,266
240
-
400
-
16,155
19,768

7

CHRIST CHURCH SCOTTISH EPISCOPAL CHURCH SC010918

Notes to the Accounts for the Year Ended 31 August 2025

3 Receipts from Fundraising Activities
2025 2024
£ £
Unrestricted Receipts
Sunday coffee - 90
- 90
4 Receipts from Investments other than land and Receipts from Investments other than land and buildings
2025 2024
£ £
Unrestricted Investment Income
Dividends 2,801
2,754
2,801
2,754
Endowment Investment Income
Morris Endowment 396
348
396 348

8

CHRIST CHURCH SCOTTISH EPISCOPAL CHURCH SC010918

Notes to the Accounts for the Year Ended 31 August 2025

5. Payments relating to charitable activities

Unrestricted payments
Expenses relating to the Maintenance of Ministry
Contribution to Rectors Employment costs
Rector's expenses
Deputising fees
Recruitment costs
Quota
Total Maintenance of Ministry expenses
Property Expenses
CHURCH
Utilities
Insurance
General Repairs
Cleaner
RECTORY
General Repairs
CHURCH HALL
General Repairs
Total Property Expenses
Costs of Worship
Altar Supplies
CCLI
Total Costs of Worship
Costs of Administration
Legal & Professional
Bank charges
Advertising and publicity
Total Costs of Administration
TOTAL PAYMENTS RELATING TO CHARITABLE ACTIVITIES
2025
2024
£
£
10,000
11,000
-
50
1,128
248
949
-
1,887
2,274
13,964
13,572
1,470
5,187
3,615
3,427
409
1,217
715
780
6,209
10,611
5,825
1,209
5,825
1,209
5,444
6,730
5,444
6,730
17,478
18,550
57
27
200
-
257
27
1,536
1,488
-
(12)
150
-
1,686
1,476
33,385
33,625

9

CHRIST CHURCH SCOTTISH EPISCOPAL CHURCH SC010918

Notes to the Accounts for the Year Ended 31 August 2025

6 Grants and Donations relating to Charitable Activities

g to Charitable Activities
Royal British Legion 2025
2024
£
£
34
33
34
33

7 Special Collections

During the year the church undertook the following special collections. These are noted for information purposes only

purposes only
Kirkcudbright Food Bank
Bishop's Lent Appeal
2025
2024
£
£
181
156
200
-
381
156

8 Remuneration and expenses paid to trustees

No remuneration or expenses were paid to Vestry members during the year. The retiring Rector received a retirement settlement payment of £10,000.

10