THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST MARY, BARNES

Charity number: 1134840
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Parish of the Church of England

Income and expenditure

Data for financial year ending 31 December 2023

Total income:
£708,941

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Donations and legacies £225.97k
Charitable activities £134.80k
Other trading activities £270.95k
Investments £77.23k
Other £0

Total expenditure:
£679,066

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Raising funds £201.45k
Charitable activities £477.62k
Other £0

£59,020 investments gains (losses)

Charitable expenditure

Charitable expenditure

Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.

In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.

Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.

By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.

Text alternative for this canvas graphic is in the data table below.
Raising funds and other expenditure £201.45k
Charitable expenditure £477.62k
Retained for future use £29.88k

People

5 Employee(s)

18 Trustee(s)

120 Volunteer(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

What the charity does:
  • Religious Activities
Who the charity helps:
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Organisations
  • Provides Buildings/facilities/open Space
Where the charity operates:
  • Richmond Upon Thames

Governance

Registration history:
  • 11 March 2010: Previously excepted registration
Organisation type:
Previously excepted
Other names:
  • ST MARY'S PCC, BARNES (Working name)
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Volunteer management
Land and property:
This charity owns and/or leases land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

18 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Rev Calum Bruno Zuckert Chair 03 March 2025
None on record
Richard James Chalker Trustee 23 April 2024
None on record
CATHERINE MARY ROE Trustee 23 April 2024
THE HORIZON FOUNDATION
Received: On time
Philip David Smith Trustee 23 April 2024
LONDON HISTORIC BUILDINGS TRUST LTD
Received: On time
Mark Richard Glasgow Trustee 23 April 2024
None on record
Caroline Mary Daphne Georgiadis Trustee 23 April 2024
None on record
Elisabeth Munden Trustee 06 June 2023
None on record
William Heller Trustee 06 June 2023
None on record
Lady Deborah Charlotte Stewartby Trustee 04 May 2023
None on record
Richard Nickels Trustee 04 May 2023
None on record
Rev James Duncan Marston Trustee 04 December 2022
None on record
Geoffrey Grant Fulton Barnett Trustee 05 May 2022
None on record
Patricia Chetwynd Hawkins Trustee 05 May 2022
None on record
Dr Helen Faride Trustee 05 May 2022
None on record
Michael Lennie Ross-McCall Trustee 29 April 2021
DIOCESE OF CYPRUS AND THE GULF FOUNDATION
Received: On time
Fawkia - known as Fouki Heller Trustee 26 April 2018
None on record
Peter Martin Boyling Trustee
UNDER TREE SCHOOLS
Received: On time
PAUL RICHARD TEVERSON Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Total gross income £474.36k £396.31k £413.63k £591.27k £708.94k
Total expenditure £438.08k £396.09k £445.85k £584.92k £679.07k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A £17.05k N/A £770 N/A
Income - Donations and legacies N/A N/A N/A £211.29k £225.97k
Income - Other trading activities N/A N/A N/A £379.98k £270.95k
Income - Charitable activities N/A N/A N/A £121.32k £134.80k
Income - Endowments N/A N/A N/A £0 £0
Income - Investment N/A N/A N/A £14.09k £77.23k
Income - Other N/A N/A N/A £244.57k £0
Income - Legacies N/A N/A N/A £1.00k £4.00k
Expenditure - Charitable activities N/A N/A N/A £436.78k £477.62k
Expenditure - Raising funds N/A N/A N/A £148.14k £201.45k
Expenditure - Governance N/A N/A N/A £0 £0
Expenditure - Grants institution N/A N/A N/A £0 £32.57k
Expenditure - Investment management N/A N/A N/A £0 £0
Expenditure - Other N/A N/A N/A £0 £0

Assets and liabilities

Definitions for assets and liabilities
Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

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Asset / Liability 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Own use assets N/A N/A N/A £465.95k £527.24k
Long-term investments N/A N/A N/A £577.41k £629.92k
Other assets N/A N/A N/A £336.94k £254.66k
Defined benefit pension scheme asset or liability N/A N/A N/A £0 £0
Total liabilities N/A N/A N/A £83.21k £84.86k

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 December 2023 15 May 2024 On Time
Accounts and TAR 31 December 2023 15 May 2024 On Time Download Open in new window
Annual return 31 December 2022 15 May 2023 On Time
Accounts and TAR 31 December 2022 15 May 2023 On Time Download Open in new window
Annual return 31 December 2021 30 March 2022 On Time
Accounts and TAR 31 December 2021 30 March 2022 On Time Download Open in new window
Annual return 31 December 2020 25 March 2021 On Time
Accounts and TAR 31 December 2020 25 March 2021 On Time Download Open in new window
Annual return 31 December 2019 26 March 2020 On Time
Accounts and TAR 31 December 2019 26 March 2020 On Time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

PAROCHIAL CHURCH COUNCIL POWERS MEASURE (1956) AS AMENDED AND CHURCH REPRESENTATION RULES

Charitable objects

Promoting in the ecclesiastical parish the whole mission of the Church.

Area of benefit

The area the charity can operate in, as set out in its governing document.

UNDEFINED. IN PRACTICE, LOCAL

Contact information

Address:
St. Mary's Barnes Parish Church
Church Road
LONDON
SW13 9HL
Phone:
020 8741 5422
Email:
office@stmarybarnes.org
Website:

www.stmarybarnes.org Open in new window