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2023-12-31-accounts

REGISTERED CHARITY NUMBER: 1127338

REPORT OF THE TRUSTEES AND UNAUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 DECEMBER 2023

FOR

THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF BIRMINGHAM PARISH CHURCH (ST MARTIN IN THE BULL RING)

Prime Chartered Accountants 161 Newhall Street Birmingham B3 1SW

THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF BIRMINGHAM PARISH CHURCH (ST MARTIN IN THE BULL RING)

CONTENTS OF THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 DECEMBER 2023

Page

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|||||||| |---|---|---|---|---|---|---| |Report|of the Trustees|1|to|6| |Independent Examiner's|Report|7| |Statement|of Financial|Activities|8| |Balance|Sheet|9| |Notes|to the|Financial|Statements|10|to|24|

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THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF BIRMINGHAM PARISH CHURCH {ST MARTIN IN THE BULL RING)

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 DECEMBER 2023

The trustees present their annua! report and financial statements of the charity for the year ended 31 December 2023. The financial statements have been prepared in accordance with the accounting policies set out in note 1 to the accounts and comply with the charity's trust deed, the Charities Act 2011 and Accounting and Reporting Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of treland (FRS102) (effective 1 January 2019).

OBJECTIVES AND ACTIVITIES

Objectives

The Parochial Church Council's objective is promoting, in the ecclesiastical parish, the whole mission of the Church.

Public benefit

The public benefit is served by the provision of pastoral care, Christian teaching, evangelism and public worship to which all are welcome. St. Martin in the Bull Ring remains a very significant place of Christian service located in the heart of Birmingham city centre, and open to the public as a place of prayer, peacefulness, historical and cultural merit. It is also highly valued as a gathering space for communities and organisations from across Birmingham and the West Midlands.

When planning its charitable activities for the year, the Trustees have considered the Commission's guidance on public benefit.

Grantmaking

Decisions on grant making from unrestricted funds are made by the PCC taking account of previous giving and congregation input and the vision and mission of the Church,

Volunteers

The organisation is reliant on substantial voluntary contributions in the form of time. Because of the difficulties in quantifying these gifts their financial effect has not been quantified.

ACHIEVEMENT AND PERFORMANCE

Rector's Report

Despite the challenging economic circumstances faced by most households, our annual accounts are a powerful and encouraging testament to the ongoing financial generosity of many people.

In addition, a simple estimate is that about 10,000 volunteer hours were given in this last year. If paid at the Real Living Wage Foundation rate of £12/hour, which St Martin's is committed to, this would have a monetary equivalent of £120,000.

But generosity and giving cannot be accounted for in mere monetary terms.

There is no column of statistics to quantify the true value of the time, commitment, energy, skills, talents, and experience that are given in great abundance in such rich diversity and ready generosity, by so many members of our church community. Selfless acts of kindness, compassion and love do not tally on. accounting software. Yet their collective impact is priceless, Financial resources are an indispensable resource to enable a fruitful mission and ministry at St Martin's, but these must be matched, if not eclipsed, by the selfless giving of God's people in acts of love and service to our Lord, to our neighbour and to each other.

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THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF BIRMINGHAM PARISH CHURCH (ST MARTIN IN THE BULL RING) REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 DECEMBER 2023

Sometime it is easy to give money. It can be much more challenging to give of ourselves.

It is generosity in both these things that are signs of a healthy, fruitful church family committed to doing God's will. It is generosity in both that helps us fulfit God's vision for St. Martin's - to become a church which is:

passionate in worship, joyful in celebration,

overflowing in thankfulness, unceasing in prayer,

wholehearted in welcome, generous in hospitality genuine in friendship, compassionate in support,

eager in sharing God's love, confident in proclaiming Jesus, focused on growing disciples creative in welcoming families, determined in helping the vulnerable, committed to caring for creation.

Revd Jeremy Allcock

Rector

St. Martin in the Bull Ring

FINANCIAL REVIEW

Financial review

During the year the Charity secured recognised revenue funding of £366,594 (2022 - £431,729). £265,924 {2022 - £329,644) relates to collection of donations and grant for regular activities. £80,953 (2022 - £85,021) relates to revenue from commercial activities. The costs defrayed in the year in delivering the charitable activities and support costs were £379,656 (2022 - £352,583). The Charity’s investments achieved an unrealised gain in market value of £3,338 (2022 a loss of £1,060) and no disposals (2022 a disposal gain of £5,951) during the year, leaving a deficit of £9,724 (2022 surplus £79,097). Total reserve funds are £351,762 (2022 - £361,486), which the Trustees consider adequate to support the charity's ongoing objectives.

The Charity remains thankful for the faithfulness of congregational giving and volunteering. It recognises that it continues to face transition in terms of the age profile of the congregation, but welcomes the continued growth of residential properties within the City Centre bringing more people to live within the parish and locality. The Trustees consider that by the grace of God the Charity is well place to deal with the ongoing challenges of an ever-changing landscape and such a large and complex site.

Principal funding sources

The Charity's funding comes primarily from regular church giving, donations and grants - including a grant for the administration of salaries, £63,793 (2022 £60,352), from St Martin's Trustees. The Charity also generates revenue from room hire.

Investment policy and objectives

Investments are made with a view to achieving real fong-term growth in capital values and a rising income from a portfolio managed within a clear risk control framework primarily by using the CCLA CBF funds referred to in the Reserves policy section of this report.

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THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF BIRMINGHAM PARISH CHURCH (ST MARTIN IN THE BULL RING) REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 DECEMBER 2023

FINANCIAL REVIEW

Reserves policy

It is the intention of the PCC to retain sufficient reserves to maintain the activities of the church allowing for the income on which they can reasonably rely. General reserves at the end of 2023 remain around £200,000 and just over 6 months of income and expenditure, notwithstanding the redesignation of £6,791 to top up the maintenance fund to £125,000 given the major items of expenditure that lie ahead for the Church over the next few years.

Some funds are invested with well over 50% invested in the CBF (Central Board of Finance of the Church of England) fund managed in accordance with Church of England guidelines by CCLA, one of the UK's largest charity fund managers who only manage investments for charities, religious organisations and the public sector, Cash is deposited with the CCLA Central Board of Finance of the Church of England Deposit Fund and CAF Bank. Some of these Funds are restricted or designated as shown in these accounts. The balance is part of the General Fund and is drawn down when necessary, as the cash flow requires.

Going concern

The accounts have been prepared on the basis of being a going concern, The Trustees confirm that they have taken into account all available information about the future for at teast 12 months from the date the accounts were approved and conclude that there is no uncertainty relating to going concern.

Finance & Staffing Committee Report

As we all too aware, 2023 has been a challenging year in terms of living costs. Church utilities and insurance alone went up by around 40% despite the excellent work, for which we are very grateful, of Stephen Blair-Chappell and Rich Taylor in improving insulation and managing use of electricity.

It has been a source of great encouragement and thankfulness that regular giving and giving at services have held up well with a good increase in contactless giving from visitors and others. At around £180,000 this voluntary income is just under 50% of our total income with the other 50% broadly made up equally between grants and other income (including our room letting activity and our lease to St Martin's Centre for Health and Healing).

Key considerations this year and moving forward are: - Although the accounts showa deficit of around £9,000 of income against expenditure this deficit is tess than the amount spent in 2023 on non-recurring items; for example new chairs, a new copier/printer, laptops and consultancy fees on our energy project - Income was up 4.5% on 2022 (disregarding the legacy we received in 2022). - Of the maintenance reserve we set up in 2022 of £170,000 we spent £38,232 in 2022 and £13,500 in 2023. We have been able to add a further £6,000 to the reserve to take it back up to £125,000 whilst still maintaining general reserves at the targeted figure of £200,000. - The continued sacrificial faithful giving of the congregation together with the generosity of our visitors and the goodness of God seen in “surprise” one off gifts, grants or legacies have and continue to be crucial in sustaining us through a time of addressing needs in our building. Until some recent work and purchases, which are just the beginning, the building has not had refresh or significant redecoration for around 20 years. Over the next year or two we will need to replace our 40 year old boilers and establish new heating and energy provision which will more fully reflect our commitment to caring for God's creation. Preparations and investigations have already begun. We will need the support of grant and external funding, as well as the regular incomes from congregation, visitors, regular grant funders, and lease and lettings income. We are thankful for being nominated to participate in Stage One of the Church of England net zero demonstrator project. It is our desire that the Church is as welcome a place as possible, physically, spiritually and personally, for all; it being our prayer that those who pass our building feel the call to enter and, entering, meet with Jesus and receive His embrace.

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THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF BIRMINGHAM PARISH CHURCH (ST MARTIN IN THE BULL RING) REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 DECEMBER 2023

FINANCIAL REVIEW

As we delight in all that God has done and look to the opportunities and challenges ahead in seeking to serve God in evangelism and mission in our City centre and address the other priorities of the Church, may we do so in 4 spirit of trust, without anxiety over money and resources; seeking God's wisdom and help to be good stewards of all God has provided, that it may be used for the praise and glory of God.

The members of the Finance and Staffing Committee are Stephen Blair-Chappell, Jeremy Allcock, Clare Allcock, Tina Brogan and lan Baker. Particular thanks are due to Clare Allcock who undertakes a significant amount of work supporting our financial administration. lan Baker Chair of Finance & Staffing Committee STRUCTURE, GOVERNANCE AND MANAGEMENT Governance The Parochial Church Council of the Ecclesiastical Parish of Birmingham Parish Church (St Martin in the Bull Ring), otherwise referred to as the PCC in this document, is registered with the Charity Commissioners (Registration No. 1127338). The Charity is governed by the Parochial Church Council Powers Measure (1956) as amended and Church Representation Rules.

Recruitment and appointment of new trustees Members of the Parochial Church Council (Trustees) comprise (i) the clergy of the parish, (ii) lay readers licensed to the parish, (iii) the churchwardens, (iv) members of the General Synod, diocesan synod or deanery synod who are on the roll of the parish, and (v) representatives of the laity elected at the annual parochial church meeting.

Members elected at the APCM hold office for a period of up to three years and are eligible for re-election for a further three years.

Organisational structure

The PCC members are responsible for making decisions on all matters of general concern and importance to the parish including deciding on how the funds of the PCC are spent. The PCC are supported in this process by its sub-committees and working groups.

The day to day management of the charity is led by the Rector, with the active support of the clergy team, churchwardens, staff and key volunteers.

Induction and training of new trustees

New members receive initial training into the workings of the PCC.

Pay policy for staff

The trustees consider the members of the PCC, who are the charity's trustees, and the clergy team as the key management personne! of the charity. All trustees give of their time freely and no trustee received remuneration from the charity in the year.

Staff pay is reviewed annually by the Finance & Staffing Committee. There is a commitment that no staff will be paid less than the ‘real living wage’.

Related parties

St Martin's Centre for Health & Healing is an associated charity.

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THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF BIRMINGHAM PARISH CHURCH (ST MARTIN IN THE BULL RING) REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 DECEMBER 2023

STRUCTURE, GOVERNANCE AND MANAGEMENT

Risk management The trustees actively review the major risks which the charity faces on a regular basis and believe that maintaining reserves around current levels, combined with an annual review of the controls over key financial systems will provide sufficient resources in the event of adverse conditions. The trustees have also examined other operational and business risks faced by the charity and confirm that they have established systems to mitigate any significant risks.

REFERENCE AND ADMINISTRATIVE DETAILS

Registered Charity number 1127338

Principal address St Martin in the Bull Ring Edgbaston Street Birmingham B5 5BB

Trustees

Revd Jeremy Allcock - Rector & Chair Revd Ivor Lewis - Assistant Rector Revd Elsie Blair-Chappell - Assistant Priest Revd Matt Churchouse - Curate (resigned 31/12/23) Mr Stephen Blair-Chappell - Churchwarden Mr Colin Walker - Churchwarden Mr John Gerighty - Reader Mrs Marion Woodward - Reader Dr Rachel Jepson - Lay Vice-Chair/General Synod Mrs Jean Jepson - Deanery Synod (re-elected May 2023) Ms Joanna Murgatroyd - Deanery Synod

Ms Dawn Marie Bennett - Elected Mrs Bridget Cameron (resigned 14/5/23) Mrs Linda Cooper (resigned 14/5/23) Ms Kathryn Day (resigned 14/5/23) Ms Loretta Jones - Secretary Mrs Nellie Gerighty - Elected (appointed 14/5/23) Dr Soteroula Kanari (appointed 14/5/23) (resigned 30/11/23) Mr Derek O'Dowd (resigned 14/5/23)

Mr Dick Rodgers - Co-opted (appointed 1/6/23) Mr Berthan Wolf - Co-opted (appointed 14/5/23) Ms Emma Atkins - Deanery Synod (resigned 14/5/23)

independent Examiner Paul Guise ACA Prime Chartered Accountants 161 Newhall Street Birmingham B3 1SW

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THE PAROCHIAL CHURCH COUNCIL

OF THE ECCLESIASTICAL PARISH OF BIRMINGHAM PARISH CHURCH

(ST MARTIN IN THE BULL RING)

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 DECEMBER 2023

REFERENCE AND ADMINISTRATIVE DETAILS

Bankers Lloyds Bank Plc CAF Bank Ltd CCLA Investment Management Ltd New Street 25 Kings Hill Avenue 80 Cheapside Birmingham Kings Hill London B2 4QZ West Maiting EC2V 6DZ Kent ME19 4 JQ

Approved by order of the board of trustees on ...12 May2024 and signed on its behalf by: t Jeremy Alicock-Trustee

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INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF BIRMINGHAM PARISH CHURCH

Independent examiner's report to the trustees of The Parochial Church Councit of the

Ecclesiastical

Parish of Birmingham Parish Church

| report to the charity trustees on my examination of the accounts of The Parochial Church Council of the Ecclesiastical Parish of Birmingham Parish Church (the Trust) for the year ended 31 December 2023.

Responsibilities and basis of report = - As the the charity trustees of the the Trust you are responsible for the preparation of the the accounts in accordance accordance with the requirements of the the Charities Act 2011 Act 2011 2011 (‘the Act). Act). | report in respect of my examination of the Trust's accounts carried out under Section 145 of the Act and in carrying out my examination | have followed all applicable Directions given by the Charity Commission under Section 145(5)(b) of the Act.

As the the charity trustees of the the Trust you are responsible for the preparation of the the accounts in accordance accordance with the requirements of the the Charities Act 2011 Act 2011 2011 (‘the Act). Act).

Independent examiner's statement

Since your charity's gross income exceeded £250,000 your examiner must be a member of a listed body. | can confirm that | am qualified to undertake the examination because | am a member of the Institute of Chartered Accountants in England and Wales, which is one of the listed bodies.

| have completed my examination. | confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any matenal respect:

  1. accounting records were not kept in respect of the Trust as required by Section 130 of the Act; or 2. the accounts do not accord with those records; or 3; the accounts do not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a true and fair view which is not a matter considered as part of an independent examination.

| have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.

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$y IS2
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Paul Guise ACA

Prime Chartered Accountants 161 Newhall Street Birmingham B3 1SW

Date; ....03 June 2024

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THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF BIRMINGHAM PARISH CHURCH (ST MARTIN IN THE BULL RING)

STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31 DECEMBER 2023

2023 2022
Unrestricted Designated Restricted Total Total
fund funds funds funds funds
Notes £ £ £ £ £
INCOME AND
ENDOWMENTS FROM
Donationsand legacies 2 199,811 - 66,113 265,924 329,644
Othertrading activities
Investmentincome
3
4
80,953
10,417
-
-
-
-
80,953
10,417
85,021
4,264
Other income 5 9,300 - - 9,300 12,800
Total 300,481 - 66,113 366,594 431,729
EXPENDITURE ON
Raising funds 6 3,334 - - 3,334 4,092
Charitable activities 7
Charitable grants 9,065 - - 9,065 8,647
Birmingham Diocesan
CommonFund 97,481 - . 97,481 97,481
The Ministry Team 10,601 - - 10,601 11,510
Church and services 96,384 13,579 1,740 111,703 96,790
Other 81,371 - 66,101 147,472 134,063
Total 298,236 13,579 67,841 379,656 352,583
Netgains/(losses) on
investments 3,338 . - 3,338 (49)
NET
INCOME/(EXPENDITURE) 5,583 (13,579) (1,728) (9,724) 79,097
Transfers between funds 18 (7,160) 11,091 (3,931) - -
Netmovement infunds (1,577) (2,488) (5,659) (9,724) 79,097
RECONCILIATION OF
FUNDS
Totalfunds brought forward 204,621 145,045 11,820 361,486 282,389
TOTAL FUNDS CARRIED
FORWARD 203,044 142,557 6,161 351,762 361,486

The notes form part of these financial statements

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THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF BIRMINGHAM PARISH CHURCH (ST MARTIN IN THE BULL RING)

BALANCE SHEET 31 DECEMBER 2023

2023 2022
Unrestricted Designated Restricted Total Total
fund funds funds funds funds
Notes £ £ £ £ £
FIXEDASSETS
Tangible assets 14 3,131 - > 3,131 4,070
Investments 15 77,215 - - 77,215 73,877
80,346 - - 80,346 77,947
CURRENTASSETS
Debtors 16 53,384 - - 53,384 39,711
Cash atbank 96,486 142,557 6,616 245,659 268,908
149,870 142,557 6,616 299,043 308,619
CREDITORS
Amounts falling duewithin
one year 17 (27,172) - (455) (27,627) (25,080)
NETCURRENTASSETS 122,698 142,557 6,161 271,416 283,539
TOTALASSETS LESS
CURRENTLIABILITIES 203,044 142,557 6,161 351,762 361,486
NETASSETS 203,044 142,557 6,161 351,762 361,486
FUNDS 18
Unrestricted funds 345,601 349,666
Restricted funds 6,161 11,820
TOTALFUNDS 351,762 361,486

The financial statements were apt wed by The Parochial Church Council - the Board of Trustees and authorised for issue on......12 May 2024. .......... and were signed on its behalf by: We Allcock -Trustee

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Mr Stephen Blair-Chappell - Trustee
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The notes form part of these financial statements

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THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF BIRMINGHAM PARISH CHURCH (ST MARTIN IN THE BULL RING)

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 DECEMBER 2023

A: ACCOUNTING POLICIES

Basis of preparing the financial statements

The financial statements of the charity, which is a public benefit entity under FRS 102, have been prepared in accordance with the Charities SORP (FRS 102) ‘Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019)’, Financial Reporting Standard 102 ‘The Financial Reporting Standard applicable in the UK and Republic of Ireland’ and the Charities Act 2011. The financial statements have been prepared under the historical cost convention, with the exception of investments which are included at market value, as modified by the revaluation of certain assets.

Financial! reporting standard 102 - reduced disclosure exemptions The charity has taken advantage of the following disclosure exemption in preparing these financial statements, as permitted by FRS 102 ‘The Financial Reporting Standard applicable in the UK and Republic of Ire!and":

« the requirements of Section 7 Statement of Cash Flows.

Reconciliation with previous generally accepted accounting practice

In preparing the accounts, the trustees have considered whether in applying the accounting policies required by FRS102 and the Charities SORP FRS 102 a restatement of comparatives items was needed. No restatements were required.

Income

All income is recognised in the Statement of Financial Activities once the Charity has entitlement to the funds, it is probable that the income will be received and the amount can be measured reliably.

Voluntary income and capital sources

Planned giving, cotlections and donations are recognised when received. In the event that a donation is subject to conditions that require a level of programme before the charity is entitled to the funds, the income is deferred and not recognised until either those conditions are fully met, or the fulfilment of those conditions is wholly within the control of the Charity and it is probable that those conditions will be fulfilled in the reporting period.

Tax refunds are recognised when the incoming resource to which they relate is received.

Legacy gifts are recognised on a case by case following the granting of probate when the administrator/executor for the estate has communicated in writing both the amount and settlement date and the PCC is legally entitled to the amounts due.

Grants are recognised under the performance model and recognised when received or receivable where there are no performance-related conditions.

The organisation is reliant on substantial voluntary contributions in the form of time. Because of the difficulties in quantifying these gifts their financial effect has not been quantified.

Income from trading activities

Room and church hire is credited in the period to which the hire relates.

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THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF BIRMINGHAM PARISH CHURCH (ST MARTIN IN THE BULL RING)

NOTES TO THE FINANCIAL STATEMENTS- continued FOR THE YEAR ENDED 31 DECEMBER 2023

1. ACCOUNTING POLICIES - continued

Income

Income from Investments

Interest on funds held on deposit is included when receivable and the amount can be measured reliably by the Charity; this is normally upon notification of the interest paid or payable by the bank. Dividends are recognised once the dividend has been declared and notification has been received of the dividend due.

Gains and losses on investments

Realised gains or losses are recognised when investments are sold.

Unrealised gains or losses are accounted for on revaluation of investments at balance sheet date.

Expenditure

Liabilities are recognised as expenditure as soon as there is a legal or constructive obligation committing the charity to that expenditure, it is probable that a transfer of economic benefits will be required in settlement and the amount of the obligation can be measured reliably. Expenditure is accounted for on an accruals basis and has been classified under headings that aggregate all cost related to the category. Where costs cannot be directly attributed to particular headings they have been allocated to activities on a basis consistent with the use of resources.

Following deregistration from VAT from 1 December 2020, all expenditure is accounted for inclusive of VAT.

Cost of raising funds

The cost of generating funds includes the direct costs of occasional events.

Charitable activities

The costs of charitable activities includes the direct costs of the ministry of the parish excluding clergy salaries which are not a charge on the PCC.

Contributions to the Birmingham Diocesan Common Fund are accounted for when due. Any part unpaid at the balance sheet date and which is to be paid in a later period is provided for in the accounts as an operational (though not a legal) liability and is shown as a creditor in the balance sheet.

Grants payable

Grants and donations are payments made to third parties in the furtherance of the charitable objects of the Charity. In the case of an unconditional grant offer this is accrued once the recipient has been notified of the grant award and is accounted for when paid over, or when awarded, if that award creates a constructively binding obligation on the PCC.

Grants offered subject to conditions which have not been met at the year end date are noted as a commitment but not accrued as expenditure.

Tangible fixed assets

Consecrated land and buildings and movable church furnishings

Consecrated and beneficed property is excluded from the accounts by s.10 of the Charities Act 2011.

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THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF BIRMINGHAM PARISH CHURCH (ST MARTIN IN THE BULL RING) NOTES TO THE FINANCIAL STATEMENTS- continued FOR THE YEAR ENDED 31 DECEMBER 2023

1. ACCOUNTING POLICIES - continued

Tangible fixed assets Moveable church furnishings held by the incumbent and churchwardens on special trust for the PCC and which require a faculty for disposal are accounted for as inalienable property unless consecrated. They are listed in the Church's inventory, which can be inspected (at any reasonable time). For inalienable property acquired prior to 1 January 1998 there is insufficient cost information available and therefore such assets are not valued in the financial statements. Items acquired since 1 January 1998 have been capitalised and depreciated in the financial statements over their currently anticipated useful economic life.

Fixtures and Equipment

Fixtures and equipment, other than moveable church furnishings, are depreciated so at to write off the cost of each asset over its expected useful life. The rates currently in use are:

25% per annum for information technology equipment

Individual items of fixtures and equipment with a purchase price of £500 are capitalised and valued at historical cost.

Fixed Assets Investments

Investments are a form of basic financial instruments and are initially recognised at their transaction value and subsequently measured a their fair value as at the balance sheet date using the closing quoted market price. The Statement of Financial Activities includes the net gains and losses arising on revaluation and disposal throughout the year,

Realised gains and losses All gains and losses are taken to the Statement of Financial Activities as they arise. Realised gains and losses on investments are calculated as the difference between sales proceeds and their opening carrying value or their purchase value if acquired subsequent on the first day of the financial year. Unrealised gains and losses are calculated as the difference between the fair value at the year end and and their carrying value. Realised and unrealised investment gains and losses are combined in the Statement of Financial Activities.

Taxation

The charity is exempt from tax on its charitable activities

Fund accounting

General funds represent the funds of the PCC that are not subject to any restrictions regarding their use and are available for application on the general purposes of the PCC. Funds designated for a particular purpose by the PCC are also unrestricted.

Restricted funds are those funds that must be spent on restricted purposes and details of the funds held and restrictions ave provided in note 18. Any balance remaining unspent at the end of each year must be carried forward as a balance on that fund. The financial statements include all the transactions, assets and liabilities for which the PCC is responsible in law. They do not include the accounts of church groups that owe their main allegiance to another body, nor those of informal gatherings of church members,

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THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF BIRMINGHAM PARISH CHURCH (ST MARTIN IN THE BULL RING)

NOTES TO THE FINANCIAL STATEMENTS- continued FOR THE YEAR ENDED 31 DECEMBER 2023

  1. ACCOUNTING POLICIES - continued

Donated services

Donated professional services and donated facilities are recognised as income when the charity has control over the item, any conditions associated with the donated item have been met and the receipt of economic benefit can be measured reliably. In accordance with the Charities SORP (FRS102), the general volunteer time of Volunteers is not recognised and refer to the trustee's annual report for more information about their contribution.

Debtors

Short term debtors ar measured at transaction price, less any impairment. Loans receivable are measured initially at fair value, net of transaction costs, and are measured subsequently at amortised cost using the effective interest method, less any impairment.

Creditors

Short term creditors are measured at the transaction price. Other financial liabilities, including bank loans, are measured initially at fair value, net of transaction costs, and are measured subsequently at amortised costs using the effective interest method.

Impairment of assets

At each reporting date fixed assets are reviewed to determine whether there is any indication that those assets have suffered an impairment loss. If there is an indication of possible impairment, the recoverable amount of any affected asset is estimated and compared with its carrying amount. If estimated recoverable amount is lower, the carrying amount is reduced to its estimated recoverable amount, and an impairment loss is recognised immediately in profit and loss account.

Pensions

The charity makes contributions to a money purchase pension scheme for eligible employees. Contributions payable are charged to the Statement of Financial Activities in the period to which they relate.

Redundancy Payments

The charity recognises redundancy payments when they fall due, either when a redundancy has taken effect or when the redundancy payment has been made, whichever is earlier. Where a redundancy has taken effect but not yet been paid, the charity policy is to recognise this as an accrued expense until such time as it is paid.

General information

These financial statements are presented in UK Sterling (£) because that is the currency of the primary economic environment in which the company operates,

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THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF BIRMINGHAM PARISH CHURCH (ST MARTIN IN THE BULL RING)

NOTES TO THE FINANCIAL STATEMENTS- continued FOR THE YEAR ENDED 31 DECEMBER 2023

me DONATIONSANDLEGACIES 2023 2022
£ £
Donations 32,337 10,181
Legacies - 81,000
Grants (see below) 84,193 92,468
Regulargiving 88,572 87,870
Third partyservice collection 865 -
Giving at services and othervoluntary donations 35,615 32,224
Tax recovered 24,342 25,901
265,924 329,644
Grants received, included in the above, areas follows:
2023 2022
£ £
Bell Rope Croft 14,000 17,500
Birmingham Diocesan Board ofFinance - Energy Grant - 8,516
Deritend Chapel 2,400 2,000
St Martin's Trustees - grant foradministration salaries 63,793 60,352
St Martin'sSunday School Fund 4,000 4,100
84,193 92,468
3. OTHERTRADING ACTIVITIES
2023 2022
£ £
Church fees 4,897 442
Room hireand food 44,227 §3,304
St Martin's Centre for Health & Healing Lease 25,275 25,275
St Martin's Centre for Health & Healing Management Fees 6,554 6,000
80,953 85,021

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NOTES TO THE FINANCIAL STATEMENTS- continued FOR THE YEAR ENDED 31 DECEMBER 2023

4. INVESTMENTINCOME
2023 2022
£ £
Dividend income 3,122 2,821
Bank interest 7,295 1,443
10,417 4,264
5. OTHER INCOME
2023 2022
£ £
Rentcontribution for Curate's Housing 9,300 9,300
Insurance claim and bursary - 3,500
9,300 12,800
6. RAISING FUNDS
Other trading activities
2023 2022
£ £
Room hirecosts 2,110 2,089
Fundraisingexpenses 285 980
Depreciation 939 1,023
3,334 4,092
Pa CHARITABLE ACTIVITIES COSTS
Grant
funding of
Direct activities Support
Costs (see (see note costs (see
note 8) 9) note 10) Totals
£ £ £ £
Charitable grants - 9,065 - 9,065
Birmingham DiocesanCommon
Fund 97,481 - - 97,481
The MinistryTeam 10,601 - - 10,601
Church and services 75,629 - 36,074 111,703
183,711 9,065 36,074 228,850

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THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF BIRMINGHAM PARISH CHURCH (ST MARTIN IN THE BULL RING)

NOTES TO THE FINANCIAL STATEMENTS- continued FOR THE YEAR ENDED 31 DECEMBER 2023

8. DIRECTCOSTS OF CHARITABLE ACTIVITIES
2023 2022
£ £
Utilitiesand insurance 64,828 45,439
Common fund contribution 97,481 97,481
Parochial fees 2,084 220
Ministryteam expenses 9,999 10,781
Musicand Worship 2,254 1,505
Other church service costs 6,517 4,084
Refreshment purchases 114 .
Youthwork 434 477
183,711 159,987
9. GRANTS PAYABLE
2023 2022
£ £
Charitable grants 9,065 8,647
The total charitable grants paid to institutions during theyearwas as follows:
2023 2022
£ £
Church Missionary Society 2,050 2,050
Open Doors 2,050 2,050
Restore 2,050 2,050
St Martin's Youth
& Community Centre
2,350 2,350
Other 565 147
9,065 8,647

Decisions on grant making from unrestricted funds are made by the PCC taking account of previous giving and congregation input and the vision and mission of the Church.

10. SUPPORTCOSTS
Management Finance Totals
E £ £
Other resourcesexpended 147,406 66 147,472
Church and services 36,074 - 36,074
183,480 66 183,546

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NOTES TO THE FINANCIAL STATEMENTS- continued FOR THE YEAR ENDED 31 DECEMBER 2023

  1. SUPPORT COSTS - continued

----- Start of picture text -----
||||| |---|---|---|---| |Governance|Costs:| |2023|2022| |£|£| |Independent|Examination|1,460|1,400|

----- End of picture text -----

Support costs, included in the above, are as follows:

Management

----- Start of picture text -----
|||||||| |---|---|---|---|---|---|---| |2023|2022| |Other|Church| |resources|and|Totat|Total| |expended|services|activities|activities| |£|£|£|£| |Wages|and|other staff costs|120,475|-|120,475|114,816| |Church|telephone|2,793|-|2,793|3,664| |Postage|8|-|8|-| |Repairs|and|renewals|-|36,074|36,074|45,794| |Photocopying|6,763|-|6,763|3,493| |Printing and|stationery|786|-|786|§28| |IT|support &|maintenance|9,276|-|9,276|4,795| |Subscriptions|610|-|610|1,769| |Independent|Examination|4,774|-|4,774|4,872| |Legal|fees|1,921|-|1,921|-| |147,406|36,074|183,480|179,731|

----- End of picture text -----

Finance

----- Start of picture text -----
|||||| |---|---|---|---|---| |2023|2022| |Other| |resources|Total| |expended|activities| |£|£| |Bank|interest &|charges|66|126|

----- End of picture text -----

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THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF BIRMINGHAM PARISH CHURCH {ST MARTIN IN THE BULL RING)

NOTES TO THE FINANCIAL STATEMENTS- continued FOR THE YEAR ENDED 31 DECEMBER 2023

41. TRUSTEES’ REMUNERATION AND BENEFITS

No trustee or person related to them received remuneration or other benefits other than Revd E. & Mr. S Blair-Chappell's son, who was employed by the PCC during the year and received remuneration of £1,226 (2022 - £663).

Trustees’ expenses

No trustee received expenses (2022: £392, 1 trustees) relating to their voluntary work for the church.

  1. STAFF COSTS

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||||||||||| |---|---|---|---|---|---|---|---|---|---| |2023|2022| |£|£| |Wages|and|salaries|116,555|110,224| |Social|security|costs|2,120|2,512| |Other|pension|costs|1,800|2,080| |120,475|114,816| |No|employee was|paid|£60,000|or|more.| |2023|2022| |The|average|monthly|number|of employees|during|the|year was:|7|7|

----- End of picture text -----

----- Start of picture text -----
||||||||||||||||||||| |---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---| |The|numbers|given|are|based|on|the|monthly|headcount.|Full|time|equivalent|numbers|would|be| |significantly|lower|because|of the|number|of|part|time|employees.|The|headcount|at|the|year end|was:| |10|(2022:|8).| |The|day|to|day|management|of|the|charity|is|led|by|the|Rector,|with|the|active|support|of|the|clergy| |team,|churchwardens,|staff and|key volunteers.| |13.|COMPARATIVES|FOR|THE|STATEMENT OF|FINANCIAL ACTIVITIES| |Unrestricted|Designated|Restricted|Total| |fund|funds|funds|funds| |£|£|£|£| |INCOME|AND ENDOWMENTS|FROM| |Donations and|legacies|268,832|-|60,812|329,644| |Other trading|activities|85,021|-|-|85,021| |Investment|income|4,264|-|-|4,264| |Other|income|12,800|-|-|12,800| |Total|370,917|-|60,812|431,729| |EXPENDITURE|ON| |Raising|funds|4,092|-|-|4,092| |Charitable|activities| |Charitable|grants|8,647|-|-|8,647| |Birmingham|Diocesan Common|Fund|97,481|-|-|97,481|

----- End of picture text -----

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NOTES TO THE FINANCIAL STATEMENTS- continued FOR THE YEAR ENDED 31 DECEMBER 2023

13. COMPARATIVES FORTHESTATEMENTOF FINANCIAL COMPARATIVES FORTHESTATEMENTOF FINANCIAL ACTIVITIES -continued continued
Unrestricted Designated Restricted Total
fund funds funds funds
£ £ £ £
The MinistryTeam 11,510 - - 11,510
Church and services §8 558 38,232 - 96,790
Other 71,636 - 62,427 134,063
Total 251,924 38,232 62,427 352,583
Netgains/(losses) on investments (49) - - (49)
NETINCOME/(EXPENDITURE) 118,944 (38,232) (1,615) 79,097
Transfers between funds (181,000) 180,000 1,000 -
Netmovement in funds (62,056) 141,768 (615) 79,097
RECONCILIATION OF FUNDS
Totalfunds brought forward 266,677 3,277 12,435 282,389
TOTAL FUNDSCARRIEDFORWARD 204,621 145,045 11,820 361,486
14. TANGIBLE FIXEDASSETS
Fixtures
and
fittings
£
COST
At 1 January2023 and
31 December2023 415,126
DEPRECIATION
At 1 January 2023 111,056
Charge foryear 939
At 31 December2023 111,995
NETBOOKVALUE
At 31 December2023 3,131
At31December2022 4,070

The Birmingham Diocesan Trustees Registered hold as bare trustees for the PCC a property in Deritend currently leased to and occupied by St Basil's Housing Association. No value has been assigned to this asset in the financial statements

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NOTES TO THE FINANCIAL:STATEMENTS - continued FOR THE YEAR ENDED 31 DECEMBER 2023

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|||||||| |---|---|---|---|---|---|---| |15.|FIXED ASSET INVESTMENTS| |Listed| |investments| |£| |MARKET|VALUE| |At|1|January|2023|73,877| |Revaluations|3,338| |At|31|December|2023|77,215| |NET BOOK VALUE| |At|31|December 2023|77,215| |At|31|December 2022|73,877| |There were|no|investment|assets|outside|the|UK.|

----- End of picture text -----

Cost or valuation at 31 December 2023 is represented by:

----- Start of picture text -----
|||||||| |---|---|---|---|---|---|---| |Listed| |investments| |£| |Valuation|in|2023|77,215| |31.12.23|31.12.23|31;12:22|31.12.22| |Cost|Marketvalue|Cost|MarketValue| |£|£|£|£| |M&G|Charifund|10,050|28,700|10,050|29,390| |CBF|Church|of England|Investment| |Fund|43,500|45,142|43,500|41,230| |UK|listed|investments|261|3,373|261|3,257| |53,811|77,215|53,811|73,877|

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NOTES TO THE FINANCIAL STATEMENTS- continued FOR THE YEAR ENDED 31 DECEMBER 2023

----- Start of picture text -----
||||||||| |---|---|---|---|---|---|---|---| |16.|DEBTORS: AMOUNTS|FALLING|DUE|WITHIN|ONE|YEAR| |2023|2022| |£|£| |Gift Aid Tax|Recoverable|17,845|16,207| |Accrued|Income|34,764|22,729| |Prepayments|776|775| |§3,384|39,711| |17.|CREDITORS: AMOUNTS|FALLING|DUE WITHIN|ONE YEAR| |2023|2022| |£|£| |PAYE &|National|Insurance|1,841|4,776| |Other|creditors|7,152|6,697| |Accrued|expenses|&|deferred|income|18,634|16,607| |27,627|25,080| |18.|MOVEMENT|IN|FUNDS| |Net|Transfers| |movement|between|At| |At|1.1.23|in|funds|funds|31.12.23| |£|£|£|£| |Unrestricted|funds|:| |General|Fund|204,621|5,583|(7,160)|203,044| |Worship|Fund|4,498|(20)|-|1,478| |Church|Plant|Fund|10,000|-|-|10,000| |Maintenance|Fund|131,768|(13,553)|6,791|125,000| |Website|Development|Fund|1,779|-|-|1,779| |Clergy|Housing|Decoration|Fund|-|-|4,300|4,300| |349,666|(7,996)|3,931|345,601| |Restricted|funds| |Angel|Tree|Charity|Fund|2,102|-|-|2,102| |BDBF|Redecoration|Fund|4,300|-|(4,300)|-| |Memorial|Boards|Fund|4,059|-|-|4,059| |Organ|Repair Fund|1,359|(1,728)|369|-| |11,820|(1,728)|(3,931)|6,161| |TOTAL FUNDS|361,486|(9,724)|-|351,762|

----- End of picture text -----

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THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF BIRMINGHAM PARISH CHURCH (ST MARTIN IN THE BULL RING)

NOTES TO THE FINANCIAL STATEMENTS- continued FOR THE YEAR ENDED 31 DECEMBER 2023

18. MOVEMENT IN FUNDS - continued

Net movement in funds, included in the above are as follows:

incoming Resources Gainsand Movement
resources expended losses in funds
£ E £ £
Unrestricted funds
General Fund 300,481 (298,236) 3,338 5,583
Worship Fund - (20) - (20)
Maintenance Fund - (13,559) - (13,559)
300,481 (311,815) 3,338 (7,996)
Restricted funds
Organ RepairFund - (1,728) - (1,728)
St Martin's Trustees re salaries 63,793 (63,793) - -
VulnerableAdults /Cuppa Cuppa& Chat Fund 2,320 (2,320) - -
66,113 (67,841) - (1,728)
TOTALFUNDS 366,594 (379,656) 3,338 (9,724)
Comparatives formovement movement in funds
Net
movement
Transfers
between
At
At 1.1.22 in funds funds 31.12.22
£ £ £ £
Unrestricted funds
General Fund 266,677 118,944 (181,000) 204,621
Worship Fund 1,498 - - 1,498
Church Plant Fund - - 10,000 10,000
Maintenance Fund - (38,232) 170,000 131,768
Website Development Fund 1,779 - - 1,779
269 954 80,712 (1,000) 349,666
Restricted funds
AngelTree Charity Fund 2,102 - - 2,102
BDBF Redecoration Fund 3,050 250 1,000 4,300
Memorial Boards Fund 4,059 - - 4,059
Mission Worker Fund 95 (95) - -
Organ RepairFund 1,359 - - 1,359
Vulnerable Adults /Cuppa & Chat Fund 1,770 (1,770) - -
12,435 (1,615) 4,000 11,820
TOTALFUNDS 282,389 79,097 - 361,486

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THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF BIRMINGHAM PARISH CHURCH (ST MARTIN IN THE BULL RING) NOTES TO THE FINANCIAL STATEMENTS- continued FOR THE YEAR ENDED 31 DECEMBER 2023

48. MOVEMENT IN FUNDS - continued

Comparative net movement in funds, included in the above are as follows:

----- Start of picture text -----
||||||||| |---|---|---|---|---|---|---|---| |Incoming|Resources|Gains|and|Movement| |resources|expended|losses|in|funds| |£|£|£|£.| |Unrestricted|funds| |General|Fund|370,917|(251,924)|{49}|118,944| |Maintenance|Fund|-|(38,232)|-|(38,232)| |370,917|(290,156)|(49)|80,712| |Restricted|funds| |BDBF|Redecoration|Fund|250|-|~|250| |Mission|Worker Fund|35|(130)|-|(95)| |St|Martin's Trustees|re|salaries|60,352|(60,352)|-|-| |Vulnerable Adults|/ Cuppa & Chat Fund|175|(1,945)|“|(1,770)| |60,812|(62,427)|-|(1,615)| |TOTAL FUNDS|431,729|(352,583)|(49)|79,097|

----- End of picture text -----

Designated Funds The Worship Fund (formerly Choir robes) and Website development funds were established in 2011 from the proceeds of a gift day. The various projects are continuing for these funds. The Church Plant Fund and Maintenance Fund were both established in 2022 with monies transferred from the General Fund in order to designate funds from the reserves to be used for these purposes including in the maintaining of the Church building. The Clergy Housing Decoration Fund was established in 2023 with monies transferred from the BOBF Redecoration Fund following the closure of the BDBF scheme. There is no longer a requirement to use these funds for redecoration purposes, hence no longer a restricted fund, but it is the trustees plan to continue to do so

Restricted Funds

St Martin's Trustees provide funding towards the cost of staff salaries. The Angel Tree Charity fund holds donations for said charity that have not yet been utilised. The BDBF Redecoration Fund is money held by the BDBF on St Martin's behalf to be used for redecorating costs. The scheme closed in 2023 and therefore the fund balance was transferred to a designated fund,

Vulnerable Adults / Cuppa & Chat received restricted income in the year and was fully expended against the activities of the project Memorial Boards fund is money held for the maintaining and repair of the memorial boards. Organ Repair fund was fully expended in the year.

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v

THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF BIRMINGHAM PARISH CHURCH (ST MARTIN IN THE BULL RING)

NOTES TO THE FINANCIAL STATEMENTS- continued FOR THE YEAR ENDED 31 DECEMBER 2023

19. EMPLOYEE BENEFIT OBLIGATIONS

The charity makes contributions to money purchase pension schemes for certain employees. There is no long term commitment. The total charge for the period was £1,800 (2022: £2,080).

20. RELATED PARTY DISCLOSURES

The charity received donations from Trustees of £14,658 (2022: £27,485).

During the year the charity was related to St Martins Centre for Health & Healing a charitable limited company.

During the year the following income was received from St Martin's Centre for Health and Healing:

2023 2022
Rent £
25,275
£
25,275
Sharedoverheads contribution
Managementfees
14,192
6,554
11,297
6,000

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