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2025-06-30-accounts

Registered Scottish Charity Number: SC014937

Christ Church, Lanark

Annual Report and Accounts For the year ended 30 June 2025

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|||||| |---|---|---|---|---| |Contents|Page| |Reference|and|Administrative|Information|2| |Trustees|(Vestry)|Report|3| |Independent|Examiner's|Report|6| |Statement|of|Financial|Activities|7| |Income|statement|8| |Expenditure|statement|9| |Balance|Sheet|10| |Notes|to the Accounts|11|&|12|

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Christ Church, Lanark

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Reference and Administrative Information
—Po
Registered Scottish Charity Number — SC014937
Charity Trustees (Members oftheVestry) -os
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Bankers — Royal Bank of Scotland High Street Lanark ML11 7ET

Independent Examiner — The Accounting Crew (Scotland) Limited 8 Benview Road Clarkston Glasgow G76 7PP _fe

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Christ Church, Lanark

Trustees (Vestry) Report — year ended 30 June 2025

As the Charity Trustees of Christ Church, Lanark (hereinafter ‘the Church’), the Vestry presents its report and accounts for the year to 30 June 2025.

Structure, Governance and Management

The Church, which was founded in 1858, is an unincorporated association governed by Constitution as last amended on 30 August 2015. For the purposes of charities law, the members of the Vestry are the Charity Trustees of the Church which is a member congregation of the Diocese of Glasgow and Galloway within the Scottish Episcopal Church. The Bishop of Glasgow and Galloway has pastoral oversight of all congregations within the diocese, and all congregations are subject to Canon Law of the Scottish Episcopal Church.

Under the Constitution the members of the Vestry hold office for four years and are elected at the Annual General Meeting. The Lay Representative to Diocesan Synod (and the Alternative Lay Representative) together with the Peoples’ Warden are elected annually by the congregation's members at the Annual General Meeting; all are ex-officio members of the Vestry. The Rector's Warden is appointed by the Rector and is also an ex-officio member of the Vestry. The Secretary and the Treasurer are appointed by the Vestry. The Rector is appointed by the Vestry and the Diocesan Bishop.

The Vestry, normally under the chair of the Rector, meets regularly to discuss all matters relating the activities and business of the Church and is updated by the Secretary and Treasurer on relevant changes in legislation and best practice relating to charities.

The Vestry is responsible for managing and safeguarding the assets of the Church and assists the Rector in matters affecting the spiritual welfare of the congregation. The Vestry is also responsible for the keeping of proper accounting records and ensuring that the accounts are prepared in accordance with the terms of the Charities and Trustee Investment (Scotland) Act 2005 and the Charities Accounts (Scotland) Regulations 2006. The Vestry regularly considers the risks faced by the Church and ensures that appropriate risk management procedures are in place to mitigate those risks.

Objectives and Activities

The principal activities of the Church continue to be the communication of the Gospel of Christ within the tradition of the Scottish Episcopal Church together with the spiritual nourishment and support of the membership; and to provide help in many areas of local community life while retaining a wider international perspective as a practical expression of the Christian Gospel.

In carrying out its objectives the Vestry depends upon the contribution, both human and material, of many volunteers from the congregation.

Achievements and Performance

Throughout the past twelve months ongoing repairs to our church property have been undertaken. A working group has been set up to consider various impacts of reducing the Church’s carbon footprint in line with the aims of the wider Scottish Episcopal Church.

The congregation continues to support an outreach to Lamington village whereby monthly services are being held led by the Rector. Holy Trinity, Lamington is a consecrated Scottish Episcopal Church in the ownership of its local people.

Memory Lane — hosting a gathering of people living with dementia and other memory loss conditions — continues to serve our local community while our church building continues to host concerts held by Music in Lanark with its wide-ranging programme featuring musicians and choristers.

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Christ Church, Lanark Achievement and performance continued

More recently a new outreach project — led by our Deacon a local unit for homeless people.

has been started within

Financial Review.

Results

The Rector receives remuneration, benefits (including pension contributions) and reimbursement of expenses as a stipendiary cleric as per scales determined by the General Synod of the Scottish Episcopal Church.

No other member of the Vestry received remuneration or reimbursement of expenses, other than reimbursement of purchases made on behalf of the Church.

Quota is paid by the Church to the Diocese of Glasgow and Galloway to support the work of the diocese and of the Scottish Episcopal Church as a whole.

The Church relies heavily on, and is grateful for, the generosity of its congregation for most of its day-today funding and increased giving is encouraged on an annual basis. Other income is chiefly received from bank interest and investments.

The congregation’s ‘Away Giving’ campaign continued over the year with collections being held and distributed to Clydesdale Food Bank, Neo Cancer Care, the Bishop of Glasgow & Galloway's Lenten Appeal, and Mary's Meals. Additionally, we supported Blythswood Care’s Shoebox Appeal while our Harvest Festival offerings were made over to Clydesdale Foodbank. Donation envelopes were also collected for Christian Aid out with our scheduled giving programme.

In the year to 30 June 2025, the Church’s Unrestricted Funds’ account has recorded a surplus of £642 thanks mainly to exception donations of £15,200 received.

Investment Policy

The Church's Permanent Endowment Funds are held in The Scottish Episcopal Church Unit Trust Pool (see note 4 to the accounts).

Within its Unrestricted Funds account, the Church holds investments in WS Epworth’s Multi-Asset Fund for Charities, and The Scottish Episcopal Church Unit Trust Pool (see note 5 to the accounts).

The investment funds used by the Vestry are all common investment funds managed on behalf of charities whose performance over the period was generally in line with bond and stock market indices.

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Christ Church, Lanark Achievement and performance continued

Cash Management

The Church maintains a sufficient cash balance with its bankers to meet the working needs of the Church. Surplus and reserve cash is invested in the Cash Plus Fund for Charities, a common investment fund managed by Epworth Investment Management Limited.

Plans for Future Periods

The Vestry and congregation jook forward to working with, and supporting, our Rector, Deacon, and ministry team in strengthening the life of the Church, continuing to encourage all members in the width and depth of their involvement.

Treasurer

Date: 12 October 2025

As)

PARISH OF CHRIST CHURCH, LANARK ENDENT : FOR THE YEAR ENDED JUNE 30 2025

| report on the accounts of the charity for the year ended June 30 2025 which are set out on pages 7 to 10 and the accounting policies set out on pages 11 and 12.

Respective responsibilities of the Vestry and examiners

The Vestry are responsible for the preparation of 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 Vestry consider that the audit requirement of Reguiation 10(1) (a) to (c) of the Accounts Regulations does not apply. It is my responsibility to examine the accounts as required under section 44(1) (c) of the 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 Charities Accounts (Scotland) Regulations 2006 (as amended). An examination includes a review of the accounting records kept by the charity and a comparison of the accounts kept with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeks explanations from the Vestry concerning such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently | do not express an audit opinion on the view given by the accounts.

Independent Examiner's statement

In the course of my examination, no matter has come to my attention

  1. which provides reasonable cause to believe that, in any material respect, the requirements : (a) to keep accounting records in accordance with Section 44(1) (a) of the 2005 Act and Regulation 4 of the 2006 Accounts Regulations, and

  2. (b) to prepare accounts which accord with the accounting records and comply with the regulation 9 of the 2006 Accounts Regulations have not been met, or

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

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=— i, (Scotland) Ltd_
Certified Public Accountants
8 Benview Road
Clarkston
Glasgow G76 7PP
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Date : 12 October 2025

i)

PARISH OF CHRIST CHURCH, LANARK STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED JUNE 30 2025

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|||||||||||| |---|---|---|---|---|---|---|---|---|---|---| |Permanent| |®|Unrestricted|Endowment|Restricted| |2|funds|Fund|funds|2025|2024| |£|£|£|£| |Incoming|resources| |Voluntary income|61,748|-|10,471|72,219|50,324| |Investment|income|3|18,108|-|-|18,108|17,525| |Total incoming|resources|: Accounts| |page|8|79,856|-|10,471|90,327|67|849| |Resources|expended| |Charitable|activities|78,554|-|1,725|80,279|94,431| |Governance|costs|660|-|-|660|660| |Other|resources|expended|-|-|4,834|4,834|1,139| |Total resources expended|: Accounts| |page|9|79,214|-|6,559|85,773|96,230| |Net incoming/(outgoing)|resources|642|-|3,912|4,554|(28,381|)| |Net incoming/outgoing)|resources| |before|other recognised|gains/(losses)|642|-|3,912|4,554|(28,381)| |Other|recognised|gains/(losses)| |Gains|/(losses)|on|investment|assets|4&5|5,527|7,728|-|13,255|40,225| |Net movement in|funds|6,169|7,728|3,912|17,809|11,844| |Total funds|brought forward|336,903|145,940|6,891|489,734|477,890| |Total funds|carried forward|343,072|153|668|10,803|507,543|489,734|

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There were no recognised gains and losses other than those reported in the Statement of Financial Activities

The notes on page 11 and 12 form part of these financiai statements

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PARISH OF CHRIST CHURCH, LANARK INCOME FOR THE YEAR ENDED JUNE 30 2025

2025 2024
£ £ £ £
Unrestricted
investment & bank interest 18,108 17,525
Givings:
Plate/envelope 3,281 3,230
Periodical receipts 30,965 29,245
GiftAid envelopes 120 395
Otherdonations 242 34,608 287 33,157
Diocesan grants 600
Music in Lanark 720 720
Ministry 420 1,217
Hall income 2,067 1,620
Magazine 903 846
Income tax refund 7,500 7,568
Bank Compensation 330
Energy Donation 2,700
Roof Donation (inc GiftAid) 12,500
Fundraising ( old gold ) 838
79,856 64,091
Restricted
Charity collections 1,707 1,519
Hall Fund 30 296
Memory Lane 8,734 1,943
10,471 3,758
Totalincome 90,327 67,849

There were no recognised gains and losses other than those reported in the Statement of Financial activities The notes on page 11 and 12 form part of these financial statements

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PARISH OF CHRIST CHURCH, LANARK EXPENDITURE FOR THE YEAR ENDED JUNE 30 2025

2025 2024
£ £
Unrestricted
Stipend, pension & employer's NI 42,888 42,032
Rector'sAllowances 3,600 3,600
Council Tax 1,825 1,755
Telephone 604 601
Heat& light 6,115 7,016
Magazine (print & post) 1,097 4,167
Administration 1,173 486
Diocesan Quotas 5,898 5,789
Insurance 2,576 2,783
Altarexpenses 182 169
Professional fees 822 822
Repairs& maintenance 11,084 24,764
Ministry 1,350 2,307
79,214 93,291
Restricted
Charity Collections 1,725 1,800
Hall Fund 84 439
Memory Lane 4,750 700
6,559 2,939
Totalexpenditure 85,773 96,230

There were no recognised gains and losses other than those reported in the Statement of Financial Activities The notes on page 11 and 12 form part of these financial statements

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PARISH OF CHRIST CHURCH, LANARK BALANCE SHEET AS AT JUNE 30 2025

2025 2024
Notes £ £ £ £
Assets
Fixed asset investments
Unrestricted Fund 5 297,873 321,675
Permanent Endowment Fund 4 153,668 145,937
Cash at bank and in hand 67,679 40,392
Creditors
Amounts falling due
within 1 year 11,677 18,270
Net Current Assets 56,002 22,122
TotalAssets §07,543 489,734
Capital and Reserves
Unrestricted Funds 6 343,072 336,903
Restricted Funds 6 10,803 6,891
PermanentEndowment Fund 4 153,668 145,940
507,543 489,734

For and on behalf of the Vestry

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Date : 12 October 2025

The notes on page 11 and 12 form part of these financial statements

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PARISH OF CHRIST CHURCH, LANARK NOTES TO THE ACCOUNTS FOR THE YEAR ENDED JUNE 30 2025

1. Accounting Policies

i(a) Basis of preparation of financial statements

The financial statements are prepared under the historical cost convention, modified to include the revaluation of some assets and in accordance with the Accounting and Reporting by Charities: Statement of Recommended Practice (FRS102) as amended by Update Bulletin 1, applicable UK Accounting Standards and the Charities Accounts (Scotland) Regulations 2006 (as amended).

1(b) Fixed asset investments

Investments are stated at last traded price for quoted stocks and shares as at the balance sheet date. The Statement of Financial Activities includes the net gains and losses arising on revaluation and disposals throughout the year.

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|||||||||||||| |---|---|---|---|---|---|---|---|---|---|---|---|---| |2.|Fixed|Assets| |The|Church|and|the|Rectory|at|Parish|of Christ|Church,|Lanark|are|owned|by the| |Diocese|of Glasgow &|Galloway|and|adequate|insurance|is|maintained.| |3.|Income|from|investments| |2025|2024| |£|£| |Investment|and|Bank|Interest|18,108|17,525| |4.|Fixed|Asset|investments:|Permanent|Endowment|Fund| |Investments|analysis:| |£| |(a)|Cost|-|Balance|b/fwd|53,259| |53,259| |{c)|Unrealised|Gains/(Losses):| |Balance|b/fwd|92,678| |Gain/|(loss)|for year on|revaluation|7,731|100,409| |As|at|30|June|2025|153,668| |Permanent endowment Investments|at market|value|comprised:| |Cost|Valuation| |£|£| |Scottish|Episcopal|Church|Unit|Trust|Pool| |4849|Units|b/f|53,259| |4,849|53,259|153,668| |Income|from|permanent endowment|investments,|under the|terms|of the|endowment,| |may|be|applied|at the|discretion|of the|Vestry for|general|Church|needs.| |The Vestry acknowledge|that some|risk|is|attached|to|the|capital|value of these|investments.|

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PARISH OF CHRIST CHURCH, LANARK NOTES TO THE ACCOUNTS (CONT.) FOR THE YEAR ENDED JUNE 30 2025

Accounting Policies (continued)

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|||||||||||| |---|---|---|---|---|---|---|---|---|---|---| |5.|Fixed|asset|investments:|Unrestricted|Fund| |Investment analysis:|£| |(a)|Cost|brought|forward|180,313| |Disposal|in|year|(10,051)| |Cost carried|forward|~|[470,262,]| |(b)|Disposal|in|year|(10,051)| |Sale|proceeds|29,326| |Realised|gain|in|year|19,275| |(c)|Unrealised|Gains/(Losses)| |Balance|brought|forward|141362| |Gain|now|realised|on|disposal|(19,275)| |Gain/(Loss)|for year|on|revaluation|5,524|127,611| |As|at 30 June 2025|297|873| |Unrestricted Fund Investments|at market|value|comprised:| |Cost|Valuation| |£|£| |Scottish|Episcopal|Church|Unit Trust|Pool|Units| |6,500.00|Units|b/fwd|65,572| |1000|units|disposed|of|in|year|-10,051| |5500|units|carried|forward|55,521|174,299| |Epworth|Multi|Asset_fund|for|charities| |110,000.00|Units|b/fwd|86,479| |0|units|sold|in|year| |110000|units|carried|forward|414,741|123,574| |Total|170,262|297,873| |The Vestry acknowledge|that some|risk|is|attached|to|the|capital|value|of these|investments.|

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  1. Restricted and Unrestricted Funds

Restricted funds are monies given, collected and set aside for specific purposes and as such do not form part of the day to day working finances of the Church and as such are deemed to be exempt from Diocesan Quota assessment.

Unrestricted funds are the day to day working finances of the Church and are free from any lien or encumbrance.

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