BURPHAMCHURCH SHARING THE GOOD NEWS OF JESUS ANNUAL REPORT and FINANCIAL STATEMENTS of the Parochial Church Council of the Parish of Burpham St Luke's with the Church of the Holy Spirit For the year ended 31 December 2021 Registered Charity number. 1128817
Report and Accounts for the Parochial Churth Council of The Parlsh of Burpham St Luke's with the Church of the Holy Splrlt For the year erKled 31 December 2021 Contents Page Annual Report of the proceeditvjs of Parochial Church Council Independent Examinerfs Report Statement of Financial Acbvib'es 13 14 Balan Sfeet 15 Notes to the Accounts 16 PCC of Burpharn Church Registeted charity nurnbpr. 1128817 Page 2
Report and Accounts for the Parochial Church Council of The Parish of Burpham St Luke's with the Church of the Holy Spirit For the year ended 31 December 2021 Alm and purposes The Parochial Clrch Council (PCC) has the responsibility of cooperating with the incumbent, Rev'd James Levasier and the Associate Minister Rev'd Joanna Levasier. who jointly share the role ofvicar. in promotirKJ the whole mission of the Church in the parish. The whole mission encompasses worship, pastoral Care, evangelism, social activity and church partnerships. The PCC is also specfficalty responsible for maintaining St Luke's Church on Burpham Lane arml the Church of the Holy Spirit (CHS) on New Inn Lane with its attached church centre. These church buildings and the people that congregate in them are collectively known as Burpham Church. Burpham Church has a vision to be "God's family living and sharing the good news of Jesus, with the 3-fold focus of prayer. care and share.. 2021 was a difficult year for Burpham thurch. Not only did Covid-19 pandemic restrictions result in our Church buildings tr.ng dosed for tt firsl 3 months of the year. It we were also impacted by James Levasier being off work from 31 March onwards. As restrictions eased, we re-introduced services gradually and operating both onsite and separate online services between A4)ril and August. In September we were able to reopen all live setvices and revIev1 what pattern of services would best suit us. We also invested in equipment lo live stream our onsite services, starting to live stream sorne serwces in December as part of ¢)ur regular pattem. Objectives and activiti05 The PCC is committed to enabling as many people as possible to take part in worship at the church buiklings or online, participate in olher church activities and to become part of the k)cal community. To this end the church offers a variety of different worship seNces and keeps contact ryth all who see themselves as members. When planning activities for the year, the PCC considered the Charity Commission's guidance on public benefit aThl, in particular, the supplementary guidance on charities for the advancement of religion. 8urpham Church erKleavours to enable ordinary people to live out tt1r faith as part of the parish communty through.. Worship & prayer: developing their knowledge and trust in Jesus. Provision of pastoral care for people living in the parish. Mission and outreach work. To facilitate this work. the PCC considers that it is important to maintain the fabric of the St Luke's Church. the Church of the Holy Spirit (CHS) and the Church Centre. PCC of Burpharn Church Registeted charity nurnbpr. 1128817 Page 3
Review of Ihe yearfs activities Worshi er disci leshi and eva elssm Our year was dcffninated by the nation's response to Covid-19 and the effect it had on our local community. Burpham Church provKled a 10am streamed Sunday service that was accessed digitally via YouTube and a 10am communion service on Thursday momings using Zoom. We ran 10am prayer meetings via Zoom, kids, clubs, 'among us" and Blaze. PCC meets.ngs and house groups all on Zoom. We ran the February half tenn holiday dub on Zoc*m. After some weeks it was clear that the lack of real contact meant we were 'Zoomed out.. In line with COV19 guidance we reopened a 10am Communion seNice on Sunday 28th March at the Church of the Holy Spirit. maintaining a separate streamed contemporary service for families. Onsite Messy Church ran all year with carefully strlured activities and advance booking to maintain social distancing" 819 families attended each seryice. Midweek Communion was reopened onsite on the 16th June. Once restrictions were lifted on children's work, we were ready to reopen all our services. but rather than restart all our kye-covid servIs. we reflected hard on what was the right provision for this time. After a few experimental trials V decided to hold 2 services weekly in the Church of the Holy Sw"rit'. 9.15am Communion and 10.45arn Conternporary Worship. However, we recognised that simplifying things was importanl and moved our monthty Messy Church service to Sunday aftemoon, not ruming the 10.45am Servi on this day. We decided not to reopen our 8am Communion service at St Luke's Church. In May the PCC decided to invest in equipment to enable live-streaming of church services from Church of the Holy Spirit. It took some time to buikl the ne$sary equipment due to supply difficulties but on 12th December we live-streamed our Carol Service. It h&J over 130 views online and was an encouragement that thi5 online worship is valuable. This is not a finished project and is still work in progress, but we have been able to stream services most weeks sin(%. In the Autumn term ¥ were also able to re-estsblish onstte prayer meetirvJs, youth work and comrnunity events. We ran a very Suc$$ful ffirevrk event on 7th November with many other activities invofving fun. games, crafts. fa paints'ng. HOPE Spa and food supplied by Neat2eat. one of our mission partrErs. A blessing in this drfficult time has been cwr continued involvement with Christ Church Guildford, St John's Stoke and Sl Peterfs Shared Church. sharing online seIS over the summer arKI resources. Many people from across the congregats'0r are members of one of five Growth Groups which meet weekly or fortnighty for Bible study. fellowship and prayer, usually following the Sunday semion series. Following last year these groups have experimented with differenl ways to overcorne the pandemic restrictions: some meets.ng together outside. some usiNJ Zoom. The Electoral Roll for the parish has 130 names on it {2020- 125). At Easter V ran t0 Easter Communion services at 10am & 11:30am while providing PCC of Burpharn Church Registeted charity nurnbpr. 1128817 Page 4
an online 10am contemFM)rary service on YouTube which had 98 views. The Palm Sunday online YouTube rerdIng also had 96 views. We a150 ran an Easter trail at St Luke's for families. The average weeY Sunday attendance. counted during October and still impacted by Covid, was 22 adults for the Communion seNce and for Contemporary service 25 adults and 12 Under 16$. Our October Messy Church Servi was attended by 24 adults and 27 Under 16s. Two seNices happened for Remembrance Sunday at St Luke's, the 9.15am and an All-age worship with stations outside. In 2021 tr special Christmas se$ took the fomi of: Sunday 28th November 4pm Christingle seiCe at CHS with 36 adults present and approximately 45 children. Sun 121h Dec, 6pm Carol setvice with 60 attendees at CHS and 137 via our live strearn service. Sunday 19th Dec 4 Kvn Carols in the Park. a new event this year at Sutherland Park with mission partner Neat2eat (providing a food van). a donkey and actors for a nativity re-enactrnent and Hope Spa prayer adivities. N)proximately 250-300 people were present Christmas Eve 24th Dec. Christmas Eve 4K4n Nativity with 45 attendees present and 103 atterKJing vta the live stream service. A midnht communion seNice was held orr£ again at St Luke's, although numbers were reduced due to Covid, with 27 adults attending. Christmas Day 251h Dec onsite 9am Communion had 19 attending and a live streamed 10am All-age Servi at CHS with 35 attending. After several postpownents. 74Ye were finally able to hokl 2 weddings at St Luke's in May and August. The clergy team officiated at 10 fijnerals {JoL 6, DM 3. JR 1), 1 of which was held al CHS. and 4 Internnts {JoL 2. DM 2). We had one baptism at the Christingle Seprfi in November. Irision The PCC previously agreed a vision to focus our church's energy on 3 areas- Prayer. Care aThJ Share. This was continued in 2021 as we particularfy sought to show the love of Christ in our communty, despite the restrictio of the pandemic. Generous During 2021 the thurd) conts.nued to be very blessed by Ihe extremely generous gift that stsrted in 2019, and in the year another £74,360 has been gNen. as an unrestricted grft, to Burpham Church. This gift has been vital for our day-to-day fIfian$ in 2021 as well as opening up options to implement new projects in the future. Deane One lay member of the PCC sts on the Guildford Deanery SYd. This providw3 the PCC of Burpharn Church Registeted charity nurnbpr. 1128817 Page 5
PCC with an important link beten the parish and the wider strudufes of the Church. The representstive on the sYd reports back to the PCC meetings on significant discussions at the Synod meelings. outh and Children's Work The PCC places a high importance on its ywth and children's work with activities for different age groups held throughout Ihe week. Geraghty is our full tirne Youth and Children's rninister. Since September 2019 she had been studying Me day a week at a Comhill Course and this course ended in June 2021. Brownies and Guides met weekly at the church centre up to lockdown in March 2020. They have now both retumed to the building Sin lockdown ended. In conjunction the youth worker from St John's Church, Merrow we relaunched our Wednesday evening youth dub in October, onsite at CHS with a new name- Youth Café. This is a social group for young people in school years 7-11 to co and play games, chat to friends and enjoy food from the tuck shop. We have 16 children on the register so far and this has seen some of the previous Download attendees return and new young people join as well. Our Sunday evening group 81aze, for sthool years 7-13. worked well line and mKlweek games session online helped YO people who were struggling during lockdown. In September Blaze began again in person on Sunday night, but we have found it hard to reconnect with all of the pre-covid atterKI. In the summer term. a youth Bible study group was set up on Thursday evenings to look deeper at Bible. working through Genesis and Acts. There are 4 regular attendees who have grown so much in their faith through this group a huge encouragement. The PCC has been encouraged by all the creative ways in which our Youth and Children's Minister has worked hard to connect with the young people in these diffi11 Circumstan$. Despite restrictions, we were able to hold our popular February half term holiday dub. albeit on Zoom. We had 50 children attend The Forbidden Forest HolKlay Club and whilst in person is better. we We pleased that so many young people connected in and we were abte to include children in preschool. We were particulady grateful to Nicky Geraghty and Rob Gibbons for filming arKI editing a fantastic drama using a green screen so actors could social distan. Sunday Club has been running conts'Nally onkne for the first half of 2021, attracting a greater attendance than when in person due to other activities not preventing people from attending. From September we were able to meet in person again alongside the 10'.45 sery1. Due to redUd volunteer numbers we no longer have a separate creche alongside Sunday Club and we are encouraged that some of the older children have stepped up to fElp with the younger ones. The PCC is gratefijl for the time and hard worf( many volunteers put into running all of the different groups throughout Ihe week to support the ytxth work. PCC of Burpharn Church Registeted charity nurnbpr. 1128817 Page 6
Jo Levasier has regular involvement yth educational organisations that meet in the parish. but continuing Covid-19 restriclions meant this was still at reduced level in 2021. Harrfest visits V•ere arranged for Christopher Rokn'n Nursery and our own Burpham Preschool. We were pleased that we were able to hold 2 Christingle services for Burpham Primary SL*ool at CHS. Also, due to Nicky's son attending Boxgrove Primary School, we were also able to do an online Christs'ngle for recepts'on Classes. Caterpillar Café began to meet in person during the summer tem tten restrictions began to ease. This was vrith precaulions in place and restricted numbers. By the end of the year we We regularly seeing arr1 25- 30 adults and 30 - 40 children each week. Last year we also ran various allotment church sessions for under 5s, reptiOn-Year 6 and even a session for the teenagers as well. This was a great way of being able to gather under the restrictions at the time. but has also been another way to connect with the local communty and offer sThnething a bit different for our young people. ham Preschool Burpham Preschool remains a separate legal entity. tAJt with four PCC recommended members making up the majonty of the Preschool Trustees.. Chair - Rewd Joanna Levasier, Secretsry - Scott. Treasurer - David Agg. assbstant chair Sarah Stothard. Grace Luke continues as the ernployed Preschwl Manager, leading a team of 4-5 other staff members. Sa The PCC has complied with its duty to have due regard to House of &'shops' Practice Guidance. The PCC appointed Ann Wgmore to continue as Parish Safeguarding Offir for 2021., she remains a co-opted member of the PCC. The PCC is responsible for the safer recruitment and supeNision of lay volunteers arKI employees. and the Bishop's offi has responsibilty for all clergy. The PCC is responsible for all safeguarding within Buwiam Churth. Parish Dashboard During 2021 Guildford Diocese launched an electronic Parish Safeguarding Dashboard which is a tool to enable parishes to monitor their safeguarding arrangements and the parish to automaticalty report to the Diocese wtl)out the need for the previous audits. Burpham Church adopted this in summer 2021. It is now far easier to give up to date reports to the PCC. Policies and Procedures There were further r0mmendationS from the national safeguarding team which the PCC adopted. Summary of policies aThJ prOdureS adopted by PCC.. National 'Promoting a Safer Church. as Burpham Church's own safeguarding policy Approved the policy for dealirYJ with serious safeguarding concerns and allegations PCC of Burpharn Church Registeted charity nurnbpr. 1128817 Page 7
Recruitment of ex-offermlers Policy Fonnally delegated the repo.ng of Serious SafeguardirKJ Incidents to the Diocesan Safeguarding Advisor Supported and eThJaged with the Past Cases Review 2 process as directed by the House of Bishops Safer Recruitmenl During 2021 an increasiro number of actsvil$ stsrted to take pla in person. This necessitated increasing the number of volunteers. Role descriptions were reviewed and, ¥ere necessary, new ones drawn up. New volunteers joined arbj safer recruitment guidance vms followed. A new role description was drawn up for PCC members and it was agreed that all candidates standing for election to the PCC need to agree to it. Safeguarding Training It remains a prionty to facilitate individuals to undertake the required safeguarding training. Feedback from those doing Ihe new online training nM)dules has teen very positive. even from those who do a lot of training in their other volunteer or work roles. Looking forward.. new mandatory rules were introduced on 1 January 2022 and a significant number of our volunteers. training expired during 2021. Safeguarding MaInS at Ihe heart of all church 5ife. and anyone 15 encouraged to discuss any concerns with, or seek advice from. the vicars. Parish Safeguarding Officer or the .0¢e$an SafeguaAling Advisor. No query or COnM is too small. Cari for our communi in 2021 Burpham Church and Burpham Comrnunty AssocIan jointly co-ordinated and provided support to the community during the first year of the Covid Pandemic. Thi was very important in 2020 with a large rnjmber of volunteers and considerable support from Burpham Church. but the demand for the scheme fell off dramatically during January 2021 and the decision was made to formally stop in about April. This was a wonderful example of our comrnunty WOTkin9 together to support each other and thUld provide a good framework for another scheme should the reed arise in the fijture. Caring for our community MaInS very important to us bul our activities have been seriously limited by the circUmstsn. However. church has been reaching out into the community with a Hope Spa, an inits"ative from the organisation Hcpe Together UK. Our Hope spa is an opportunty for people of all ages, of faith, no faith or another farth to stop and rellect and. rf they wish, pray about their losses and their hopes and dreams. This is offered through reflective prayer activities hosted by a few church members vtho are there io welcome. listen arKI, if visitors rysh, to pray. A small group from Burpham Church have taken the Hope Space to community run events.. Burpham Wellfest and Ire Great Burpham Community Yard Sale where we also offered a Pop-up café. Also, the Hope spa has been part of events organised by the church for the local community, Refrembrance Day. Family Fireworks and Carols in the Park. People of all age$ from the Burpham community PCC of Burpharn Church Registeted charity nurnbpr. 1128817 Page 8
have engaged with the prayer activi arKI at t4nes the Hope Space has been busy with visitors. We already have plans to offer a Hope Space at more communty events in 2022. The Church Office arKI Buildi CHS and its church ntre are normally used every day and most evenings for church and cornmunity events. At the start of 2021. only the Preschool was open as per Government requirwents. with other activities reopening sleadily throughout the year. The Parish Office. the administrative hub of the church located at the Church Cent at CHS, is normally open every weekday moming duriTrJ school term-time and until 4pm on Wednesday. Thursday and Fnday aftemoons. Once Covid restrictions were removed in March 2021, the office reopened. During 2021 St Luke's Church was used forspecial orE-off worship servi5 (St Luke's Patronal festival, Remembrance Sunday, Midnight Communion on Christmas Eve) as ¥11 as weddings and funerals. Further infonnation on the buildings and their condits'on is contained in the Burpham Chur(* Fabric Report 2021 available on the church vRbsite. Pastoral care Some members of the parish are unable to attend church due to temporary or long- term sickness or age. The Curates. Rev Darlene Mccarley and Rev Jasmine Runnacles, as well as the Pastoral Assistants team play a large part in assistirvJ our clergy to visit these people either at home or in hospitsl and to lebrate communion with them when appropriate, whilst keeping to latest COVID guidelines. The Pastoral Assistants team at Burtham now comprises Joy Peart, Rob Gibbons. Grace Luke and MarlIe Falconer. supported by Liz Rutherford as a Pastoral Visitor. and overseen by Rev Jo Levasier. Local and Intemational Mission The PCC has established a Mission Action Team and has committed to passing on 10% of its voluntary planned and loose offerings arKI unrestn'cled donations to support mission and other chaiitsble causes. The PCC has 5 mission partners.. Friends Intemats'onal, Christians Against Povety (CAP). Happy Child International, Guildford Street Angels and Food4wse. In each case there are strong links through the active involvement of members of the congregation. Following the success of earlier CAP Money courses, the CAP Money coaches in the congregation ran 1 course in 2021 to help local people leam how to budget better and control their finances. The Church has been particulady involved with Foodwise and its new initiative Neat2eat" Neat2eat providing their food marquee at 2 church community events aThJ being the focus of our Christmas giving. PCC of Burpharn Church Registeted charity nurnbpr. 1128817 Page g
Staff Team During 2021 the staff team cornprised Rev James Levasier (who has not been working since April 2021) Rev Jo Levasier as acting vicar. retired curates with Permission To Officiate {"PTO"), Jasmine Runnacles arKI Darlene Mccadey. Youth and Children's minister Nicky Geraghty. Church Manager Lisa Scott. and Parish Administrator Marcelle Falconer. During 2021 the church supported the training of Nicky Geraghty and travel expenses ts Marcelle Falconer. Wle continue to receive support in ServIS from our occasional preachers Ne1 Cooper. Alistair Bary and Robert Gibbons. Jane Agg has also been an eXtMetY valuable member of the team, heading up the HOPE space, and assisting with planning special festival worship. Volunteers The PCC woukl like to thank the large number of volunleers who work so hard to enable the church to function. leading and facilitating events and activities. some in frontline roles but many behind the scenes, all ensuring some very mundane but essential tssks are accomplished every week. The circumstances of the last year has led to a considerable reduction in the number of volunteers with some difficulty in fulfilling some of the tasks, but we are grateful for many in the church family who continue to give generously of their time. Structure, governance and management The Parochial Church Council is a corporate bojy established by the Church of England and operates under the Parochial Church Council Powers Measure. Burpham Church has an annual turnover exceedirHJ £100,000. the PCC 1$ a Registered Charity with the Charity Commission, Imth diarity wmber 1128817. The method of appointrnent of PCC members is set out in tre Church Representation Rules. In Burpham the membership of the PCC consists of the Vicars and the Curates ex officio, the two Churchwarderts, up to two Deanery Synod representatrves and twelve mernbers elected by those members of the congregats'on who are on the electoral rdl of the church. All those who attend serVIS are encouraged to register on the electoral roll and, if they wish, to stsThJ for election to the PCC. The PCC members are responsible for making decisions on all matters of general concern and Importan to the parish including deciding how the funds of the PCC are to be spent. The vicars and the PCC are keen lo ensure that membership of the PCC is properly representab.ve of Church members. New members re1ve initial trainirvJ into Ihe workings of the PCC. full PCC met monthly duriTrJ the year. with the exp"on of July and December v4hen no PCC meeling was held. Meetings were frequently held by Zoom, but were hekl in person wtherever possible. The average level of attendance was xx members compared to 14 in 2020. The PCC has appointed a Standing Committee as required by law which has the power to transact business of the PCC betrween its ff*etings, gjbject to any directions given by ihe full council. although the ability to fomally agree matters online if required has meant that the Standing Commrttee has not been required in 2021. PCC of Burpharn Church Registeted charity nurnbpr. 1128817 Page 10
The PCC has approved the estsblishment and setting up of action teams such as the Financial Inits'ats"ves Team, the Mission Acli(m Team. the Finance Administrab"on & Stewardship Team, the Youth Action Team and the Care Action Team although Covid has meant that these teams have largely not met in 2021. These teams are responsible to the PCC arKI report back to rt th recommendatrons for approval as necessary. Adminlstratlve Infomyation The Parish of Burpham is situated lo northeast of Guildford in Surrey. It is part of the DI0Se of Guildford thin the Church of England. The Corresponden address is The Parish Off, Church of Holy New Inn Lane, Burpham, Guildford. GU4 7HW. Financial revlew Voluntary giving aThJ donats'ons for 2021 amounted to £203,726. including Gift AKI and represented 93% of total income for the year of £219.211. This included further fetsipts in the year of £74,360 from an eXptIOnal gift to the unrestricted funds. Expenditure on church activities was £189,778 resulting in net incoming resources of £29,433. However. without the exceptional gift the income would have been insufficient to cover the regular expenditure and Ihe PCC is aware this is not a sustainable pattem and is exploriNJ ways of addressing this. The PCC is irnmensely grateful for the continued generosity of the church Members through planned giving to support the work of the church and especially so during the period of financial UnrtaInty and concem caused by the pandemic. The PCC remains committed to the polbcy of tilhing the voluntary unrestrtcted income and accordingly £20.052 was allocated to mission giving, principalw distributed to the five mission partners adopted by the church. To help parishes cope the loss of income through Servi$, leth'ngs and other activities as a Consequen of lod(downs and govemment restrictions during the pandemic, the Th'¢xese held the Parish Share at the 2020 level, deferring the final year of transition to the new methodology and apptying no inflationary inuease. This meant our Parish Share for 2021 remained at £81.667 for the year, but will increase to over £87,IYJO in 2022. Monthly repayments of the parish's £200.(J)O loan to the Di0se, made in June 2020, commenced in January 2021. The loan carries an interest rate of 1 % and will be fully repaid in June 2022. Staff salary costs for the three directly employed members of staff were £44.9k for the year compared to £48.Ok in 2020 when there was a 4-month temporary increase of the Centre Managerfs employment to full-time to assist the Burpham Community Support project responding to communty need during the pandemic). Fixed asset addib'ons in the year were new noti boards in Kingpost Parade and outside St Luke's Church and equipment to facilttate INestreaming of services in CHS. PCC of Burpharn Church Registeted charity nurnbpr. 1128817 Page 11
Overall there were increases in funds in the year of £29,433, of which £27,463 related to unrestricted funds. £2.043 was in StrIcted furKls and £73 was a reduction in rdesignated funds. Reserves pollcy The PCC keeps its Reserves Policy under regular review arKJ adopted trE following rewsed policy in Novernber 2019: 'It is the policy of Burpham Church to hold the equivalent of four months of salary costs and tsvo months of running costs. exduding the Parish Share. in reseNes. Such funds will be held in a cash investment account separate from the day to day working capital cash ofthe church.. PCC Membershlp durfng 2021 and elected periods of office Ex offKio members: Rev Joanna Levasier Associate Minister {Chair) Vicar Rev James Levasier Rev Darlene Mccarley Rev Jasmine Runnacles Curate Permission lo Officiate Churchwardens: Paul Mrtchell WI Chair & Churchwarden April 2018 - June 2021 (rnoved away) Vice chair & Churchwarden from May 2021 Assistanl Warden from April 2018 Lewis Wlliams Mike Pocock Deanery Synod R•p: Rex Thorpe Elected Membern: Oct 2020- 2023 PCC Secretary Elected temi (or earfier resignation date) April 2015 - 2021. May 2021-2024 Treasurer April 2018 - 2021. May 2021- 2024 May 2021- 2024 Oct 2020- 2023 Martin Jones Debbie Smith Grace Luke Jean Davy Mike Pocock Oct 2020- 2023 Jane Agg Alistair Barry Gill Wo()J (M 2020- 2023 Oct 2020- 2023 Oct 2020- 2023 Cowopted Member. Invited to attend: Ann Wigmore Nicky Geraghty Lisa Scott Parish Safeguarding Officer Youth & Children's Minister Church Manager PCC of Burpharn Church Registeted charity nurnbpr. 1128817 Page 12
Independent Examinerfs Report to tho Mombers of the Parochoal Church Council of the Parish of Burpham St Luke's with the Church of the Hoty Spirit I report on the accounts the year ended 31 December 2021 which are set out on pages 14 to 25. Respoctlve responslbilitses of the Trustees and Independent Examiner As trustees of the charity. the members of Ihe PCC are responsible for the preparation of the accounts. They consider that an audit is not required for this year under section 144(2) of the Charities Act 2011 (the 2011 Act) and that an independent examination is needed. 11 is my responsibilty to examine the accounts under section 145 of tr*e 2011 Act" follow the procedures laid down in the General Directions given by the Charity Commission under section 145{5)(b) of the 2011 Act,. and state bthether particular matteTS have come to my attention. Basis of Independent Examinerfs Statement My examination was carried out in accordan with the General Directions given by the Charity Commission. An examination includes a review of the ac(y)unting records kept by the tharity and a comparison of the accounts presented wth those records. It also include5 considerats'on of any unusual items or disclosures in the accounts and seeking explanations from the trustees ttlncemiw any such matters. The procedures undertaken do nol provide all the evidence that would be required in an audit and consequenly no opinion is given as to whether the accounts present a 'true and fairf view and the report is limited to those matters set out in the ststement below. Independent Examlnerfs Statement Since the gross income for the year exceeds the amount provided in section 145(3) of the Ad, I confimi that l am qualified to act as Independent Examiner under the provisions of that seth'on of the Acl arKI that my qualification is as shown below. In connection with my examination, no matter has come to my attention which gNes me reasonable cause to believe Ihat in any rnaterial respect the requirements to keep accounting records in accordance with s.130 of the 2011 Act; or to prepare accounts which accord these accounting records and comply with the accounting requirements of the 2011 Act have not been met; or to whith, in my opinion. attentron shoukj be drawn in order to enable a prOr understanding of the accounts to be reached. Andrew Wye. BA (Hons) FCA 4 Beaufort Parklands. Railton Road, Guildford, Surrey GU2 9JX 191h September 2023 PCC of Burpharn Church Registeted charity nurnbpr. 1128817 Page 13
Burpham Parish Church STATEMENT OF FNANCIAL ACTivrriES For the Year Ended 31 December 2021 UnreStr1j DeS3tl Restricted Funds Funds Funds Total 2021 Total 2020 Incoming Resources Voluntary incrjne 2a 195.756 3.000 4.970 203.726 365,891 Activities for nerating funds 2b Interest rece1 2¢ 8.638 8,638 8,930 1.789 1.789 1.745 Church tI¥ltIes 2d 4.679 379 5,058 12,996 Total Res(reeS 210,862 3,379 4,970 219.211 389.562 Resources Exponded Church ActiiAlies 186.399 452 2.927 189.778 215.087 Total Resources Expended 186,399 462 2.927 189.778 215,087 Net Incoming Resources 24.463 2.927 2.043 29,433 174,475 Transfers Between Fundg 3,(N)o (3.000) Net Movement In Funds 27.463 173) 2.043 29.433 174,475 Balances bff at 1 jUY 2021 37.498 334.924 21205 393.627 219,152 Balances cff 31 Decembor 2021 64.961 334.851 23,248 423,060 393.627 The notes on p4es 16 to 25 fixm part of these wntS PCC of Burpharn Church Registeted charity nurnbpr. 1128817 Page 14
Burpham Parish Church BALANCE SHEET As at 31 December 2021 2021 2020 Note FIXED ASSETS Tangible Fixed Assets 13. 11,951 DEBTOR due after more than one year 8 CURRENT ASSETS Debtors Short term deposrts Cash at bank and in hand 120.928 171.992 75.000 188,382 117,811 75,0(Ki 98,427 Total current assets 435,374 291,238 CURRENT LIABILITIES Creditors Other creditor5 10 (25,380) (30.490) Amounts falling due within one year {25.380) {30,490) NET CURRENT ASSETS 260,748 TOTAL ASSETS LESS LIABILrriES 423,060 393,627 FUNDS AND RESERVES UNRESTRICTED RESERVES General Reserve 64.961 37,498 DESIGNATED FUNDS Missh)n Fund Dropin Major Projects New Wine 11a 4.447 11a 4.804 11a 323.100 11a 2.500 4,738 4,586 323,100 2.500 334,851 334.924 RESTRICTED FUNDS Building Fund 11b 23,248 21,205 23.248 21,205 423,060 393,627 Approved by the members of the Parochial Church Council on 19 September 2023 and signed on their behalf by- Lewis Williams. Chair of PCC Rev Jo Lamberth, Treasurer PCC of Burpharn Church Registeted charity nurnbpr. 1128817 Page 15
Burpham Parish Church NOTES TO THE ACCOUNTS For the Year Ended 31 Do¢ember 2021 1 Accountlng policies The PCC is a wblic benefit entity within the meaning of Financial Reporting Standard (FRS) 102. The financial statements have been prepared under the Charities Act 2011 and in accordan with Ihe Church Accounting Regulats'ons 2006 governing the individual accounts of PCCS aThl with the Regulations true and fair vievf provisions. They have been prepared under FRS102 (2016) as the applicable accounting standards and the 2016 version of the Statement of Recommended Practtce (SORP), Accounting arKI Reporting by Charities {SORP(FRS102)). The finanaal statements indLvJe all transactions. assets ar#J liabilities for which the PCC is responsible in law. They do not indude the financial statements of church groups that owe their rnain affiliation to another body. nor those that are informal gatherings of church members. INCOMING RESOURCES Voluntary Income and capital sources Collections are recognised %then received by or on behalf of the PCC. Planned giving receivable under Grft is recognised only when received. Income tax recoverable w Gfft Aid donations is recognised when the donation is recognised. Grants, donations and legacies to the PCC are cOgnised as soon as the PCC is notified of its legal entitlernent. the amount due is quantifiable. and its ultimate receipt by PCC is rea$ablY rtaIn. Sales of the parish magazine and lurKls raised through one-off events and activits'es are accounted for gross. Other income Rental income frorn the letting of the thurch centre is recogntsed when dLE. Income from Inveslments Interest entitlements are recognised as they accrue. Gains and losses on inveslments Realised gairts or losses are recognised wtren investrnents are sold. Unrealised gains or losses are recognised on revaluab.on of investrnents at 31 Decernber. RESOURCES USED Grants Grants and donations are accounted for in the year recognised as the qualifying period. Activilles dirKtly relating to the work of the church The dI0san parish share is aC)Unted en due. PCC of Burpharn Church Registeted charity nurnbpr. 1128817 Page 16
Burpham Parish Church NOTES TO THE ACCOUNTS For the Year Ended 31 Decernr 2021 1 Accounting poll¢ie8 {conlinued) FIXED ASSETS Consecrated pmperty and movable church furnlshlngs Consecrated and beneked property of any kind is excluded from the financial ststements by the Charities Act 2011. Movable church fumishings hetd by the vicar and thurchwardens on special trust for the PCC and which require a faculty for disposal are accounted fcy as inalienable property unless consecrated. They are listed in the church's inventory, which Can be inspected at any reasonable time. Items acquired since 1 January 1998 have been capitalised and deprectated in the financial statements over their currently anticipated useful economic life on a Strahl-lIne basis. All expenditure incurred in the year on consecrated or beneficed buildings, individual ttems under £500, and the repair of movable church fumishings acquired before 1 January 1998 is written off. Other fixtures, ffttlngs and offKe equiwnent Equipment used within the church premises is depreciated on a straight-line basis over 4 - 6 years, with the exception that fixtures and fft'ngs are depreciated over 10 years. Individual items of expenditure of less than £500 are normally written off in the year in which they are acquired. Current assets Amounts owing to the PCC on 31 December in respect of Gift Aid tax recoverable, fees. rents or other income are shovm as debtors less provision for amounts that are deemed to be uncollectable. Short lerm deposrts indude cash held cffb deposrt at a recognised UK bank or financial institution. FUNDS Unrestricted Funds represent the income fiJrKls of the PCC that are not 5ubiect to any restriction5 regarding their use and are available for spending on the general purposes of the PCC, including amounts designated by the PCC for fixed assets for its own use or for spending on a future project. Designated Funds allocated by the PCC for a particular purpose are also unrestricted as they may be urKlesignated by the PCC arKI applied for general purposes. Restricted Funds are those income *Jnds thal must be spent on restricted purposes, and details of the funds held and restrictions provKled are included in the notes to arxounts. PCC of Burpharn Church Registeted charity nurnbpr. 1128817 Page 17
Burpham Parish Church NOTES TO THE Accoupirs For th• Y&v End•d 31 D•c•mb•r 2021 2 In¢omlng ROSOUWC UTrrestfte DeSnatl Restrth¢J d Funds Funds Funds Total 20 Total 2020 2a Volunlary Income Planned G1n[Gld dony 88,083 Tax rKo4rable 22. 140 other 3,7 94,263 23.685 5,110 177 95.325 23,832 9, 832 638 Loose cc4Ieclions 177 Tax fVable Oc1)aS Red net 1CKI 3.500 875 12,732 3,183 76,116 219,349 25 Other 76.116 Leg&ies 195,7 4.970 203,726 365.891 2b Aclmtleg for Generallng Funds Trajing &tMiies Fundraising 8.571 8.571 8,610 8,638 8.930 2c Interest Recelvable On depct ntS On loans 752 1.601 993 1.789 1.789 1,745 2d Income from Church Actlvitles Fees for b%*Jdings and funera Regular weekly lItts Other acti¥Trkn"es 2.970 797 2.970 1.176 912 1.870 3.102 8.024 379 912 4,679 379 12.996 PCC of Burpharn Church Registeted charity nurnbpr. 1128817 Page 18
rpham Parlgh Church NOTES TO THE ACCOUNTS Forth• Y•ar Efthd 31 D•¢•fflber a)21 3 R•8ourca8 Expond UnrestrKte twnated Rest Total d Funds Funds Funds Total 2020 3a Church A¢tlvlti Plissi)n Gmng: rrthed gIng charitab gals 19,576 19.576 34.548 Psh Share 81.e67 44.828 853 81,667 44,828 853 2,341 9S1 81,667 47,979 1.087 3,216 569 Staf Salaries (note 41 Vtsrlcuratelslaff e>pen St4f training and dff4lwment Upkeep cl ser¥ics ycth & children's vK¥k 8 act 2.341 951 1,557 1.219 454 1,ssr 2,078 1,903 1.224 Churth evants o)sts Discipleship and welfare Major bull di)g wths utirties 161 291 745 2.927 S,331 2,748 7.036 2.927 5,331 2,746 7.036 8.858 2,730 9.004 $63 Insurance Offfce costs CnIng and Collti Aintaining St Luke's Churchy Other maInanCe costs 2.250 5,743 7,220 2.039 510 2,250 5,743 1,920 6.671 7.618 972 Depwatton of equprrenl (note T) VKarage mantenanee & ewses Ind8pendent eyaminatth fee Other governance costs 1039 510 186,393 452 2.927 1B9,778 215,087 PCC of Burpharn Church Registeted charity nurnbpr. 1128817 Page 19
4 Staff Costs 2021 2020 Wages and salar National Insurance Pension contributin8 42.897 45,913 1,931 44.828 47,979 The Churth employs a fu114vn8 Y¢th Chldren's kthiister. a Church Centre Vanager employed on weekday mcffiings durng temi-tThe bawy the Partsh Office a part-tin administrator os Parish Assi%tant 3 full da exh w98k. As a registefed CharY. Burphan Church qualrfs for the G0mMen$ Employment Atlmnce. The full value of employer 1 natK)nal insurance contrbutK)ns artsing during the vear was coNved bv Ihe rebate12020. Jso fullv ¢(wed). payments or expenses wwe paJ dumg Ihe year (2020 - none) to •y PCC member. persons clo8el¥ ¢cnectl to them ¢¥ rdaled parties. in cntrn with theK PCC duknes. S P•nslon8 BuhaM Church paIjPateS in the Pens Builder Scheme of the Church W0ets Pen$ton Fund {CWPFI for lay staf. The ajminislered by the Chureh of England Pens)ns' Board which holds the assets of the schemes separately frcth those of Burpham Church and the other pticpaling The Pens[ Builder Scheme d the CWPF is m&Je up selli$, Pen5bJn Builder Classic and PensKJn Builder 2014, both of which are dassed as defin benefrt schemes. Lay P10yeeS of Burphwn Churth e enroiled to the ¢ash balance section kn(wn as Pension Builder 2014 with ¢Mtr>utth rs af 4% the employee and 4.5% for tha enyloyer. induding 0.5% fty life w)surance ¢ PensKJn 8ulder 2014 is a cash ban Scheme that promdes a lump sum that members use to prwde benths at retirement. PenSn (tributIonS are recorded in an account for eath rnber. This account may ha4e b(x)uses ajded by the Board before letiremt. The bonuses depd on instment eypewice olher fors. There is no requiramgnl for the Board to grant Y bonuses. The )tsnt, plus any bonuses declared, is payable from manbers, Ncth)al Penwn e. The Scheme provths a guarantee to rrombers that their ac£ount ill not be rth less th8 rnnt d cash paKI in and $0, this regard only. the schem8 has the altnbutes of a dethoj benefrt scheme. The scheme is csider io be a multi4npl¢W sthwne as described in SeCtn 28 cl Financial Rep¢yIg Standard IFRSI 102. This ts be&se rt i8 not poss>18 to attribute the PBnsion Builder Schane's assets lidilies to Specif employers and that contribution5 are accounted for as rf the sChe a defined cr1)Utn scheme. The pensions costs charged to the SOFA in the Y we the c<mlrbutws payk of £1,93112020 - £2,C66). PCC of Burpharn Church Registeted charity nurnbpr. 1128817 Page 20
Burpham Parlsh Church NOTES TO THE ACCOUNTS Forth¢ Y¢•r Endgd 31 D•¢wknr2021 pOnon$ (¢ontlnuod) A VduatlL of the PensK)n Buldw Scheme s ¢wrd out ce e%vy three year& The most recent was lled out as at 31 Dnber 2019. The next vau8ticm is due as at 31 December 2022. For the Pens Builder 2014 Sect the 2019 valuation rthaled a surplus of £5.&n on the ong(g assUrtm5 used. TheJe is no rryuirement for dthil payments * the current date. The leg structure d the s¢heme ts such tha rf ancher gnplryer fads. Burpham Church ctyjld become responsible fw paying a share of that employerf$ pens)n liab11rt The PCC Conser that the risk (rf such a IBblity wBing is remole. Analy818 of Tfnsf•rn Botwoen Funds Unreslrthj De5h3nate Restric1 Total Funds d Funds Fund P41ministrat post costs incurr&Y n y {3.OCM]) Donations dumg the year to suppryl the Sal 151 of the Parh Admmiislrator e credit8J to deswJnated reser4Es upM re¢eyt. are subsequently releas•J lo desJgnal8J funds to (fftet pwl of the sy costs rUrr&I in the year. pad out of that Twible Flx•d Ass•ts Church Fixtures Office -umiture and and FittgS Equipment Equipment Total Al 1 jUary 2021 A£iditions Disposals 31 December 2021 12.333 2.7( 11.520 33,225 5,629 57.078 8.335 15,039 11,520 38,854 66.413 Accumulaed Depreciion At 1 jUary 2021 Charge for ihe year Disposals 31 De¢ber 2021 7.971 6,218 2,445 30.938 2.823 45.127 7.220 9,923 8.663 33.761 52.347 Net Book Valu• At 31 Oecerrtjer 2ifd1 5.116 2,857 5.093 13.066 At 31 Oecember 2020 2.287 11,951 I tanaible fiwj assets are held as unrestrthj a550ts PCC of Burpharn Church Registeted charity nurnbpr. 1128817 Page 21
Loan to Dioc4vo of Guildfo 2020 Due withi one year [e ater Me than one year 120.¥28 &).oe6 120.928 120.928 2,994 In June 2ff20, reccgntsing the differing fn•cial impaGt of carcfflalUs across the parishes in the Guildford Dic¢ese and the Dcese itself, Burpham PCC made an un$ured loan lo the ti¢xese of £2.(. The loan ts in1ded to supwt Ihe Cwse's programme of fin(la1 lo parishes SIgn1cantfy aJNwsety affect8J by the cessaton of sermces and acliviks during "Ikdown. and Ihe DKxese's Lwm cashflow durin9 a pwitrj when it is unable to sdl prc¢Jerty asset$. The loan is for a 2 year perictyj, Car interest at 1% w annum and is Tepayable monlhly instalments c(Knmencing on 1 January 2021 by offset agansl Burpham's Parish Share ¢onlrtUtions. with a final ba1cing payment due 30 June 2(Y22. Interesi from the date of advCe to D1b 2Q20 was alded lo the lo•. Debtovs PMcnts duewilhin Me y 2020 {ncle 8) Gtft Ajd tax recoNprable Prepayments and ved rice 120,928 80.1x8 50,674 36,015 390 1,730 171.992 117.811 The lax re¢cwable HMRC at the bate sheet d* Comprises £26,115 2020 and £24,559 for 2021. PCC of Burpharn Church Registeted charity nurnbpr. 1128817 Page 22
10 Cxhor Crodltorn 2021 2020 ounls due lo Guildf(xd Dirxese Amounts due lo mission partnS AMtnIS due from special Coilt)S PAYE I Nl and pens Other lthlrties 2.288 13.125 7.183 1.550 10.663 7.183 1.983 2.251 25,380 30,490 The amcwnls due to Guldford relate to statUtY fees for weddH)gs and funerals in respect cl Gyrrent s¢Jne qua1ers of Y$. The anounts due to missTh pa1nus rele to the lithe set asxle to suppct missM)n partnS but n¢X yel dlocaied and Ihe yew end. It includes a 1 tithe frLNn the exceplTonal grft recewj the PCC is Currently detemning to deploy the mainder of these funds to a s3nrfKanl ¥npaci through partners. partlGulaTly wrth proJe¢ts that suppcxt from the effects rA the Covxl-19 pandanic. The OUnts due frcxn special Lx4thtKmS rdate to m(x) ¢oll¥ted by the church specifically to pass M to other chIlleS are extluded from the income and eypenditure cl the ¢hur¢h. These indude the cdlecl1S at Christmas 11 Funds 11a D68lgnated Funds The designat funds compnse the ttrq)-in Fund. a New Wine Fund, a Major Prgects fund fc¢ the exceptiona grft receipts dumg the yew the MssK)n Fund. The Dropryin Fund rttords the tiansactTh$ of the Ig SIdIng Thursday Drop-in group, whth are cperat8J through a sep¥ xcwnt under the Usight of the Drop-in Commrtiee. PCC of Burpharn Church Registeted charity nurnbpr. 1128817 Page 23
11a Deslgnatgd Funds (c4)ntInu1 The f¥45Si( Fund hdds funds desJnaled by the PCC to be us&1 for the wtder mission of the wrxldw•Je church thrcyjgh the wk of mi5sA)n partners and similar charitle organisati)ns. but which haNt ncrt been allctated to pathers at the year end. The mministrat# Fund c0ntrbutKS Sp&iflty in support of the Sal Cost of ploying a Parth Afjminslralor. Funds rpxeNed in year and asscoated lax recw)wle e tr$fer to the unrestrKthI fvnd at the Y end to offset part of the costs inrrJ. The Major Prciects Fund was establish&l by the PCC in 2019 to hdd funds from the exceptical grft, whh the PCC wishes lo use to pent svJnrftant initiatr¥es that deliver the and missiffi of the ¢hui¢h. Fund mo4ewts on destrJnaed funds during the ye¥ were as fdluws.. Wn8 . tknp.in Missm PrOjts Fund Fund Total 20 1 January 2021 In¢oming resources Resources expended Transfer {rth 61 2,5tJ) 323.1CKI 4.5 379 (1811 4,738 334,924 3,379 1452) (3,IX)01 1291) 13.C(Ki) At 31 Dècemb•r 2021 2.5Q) 323,11X) 4,447 334,851 11b Rostrictod Fund¥ The restlted fvnds ccrfnprtse the Buddwws Fund for the retydering refurblshw¢ the Church of the HCAY Sprii and St Luke's Church. The bulding fund recei¥es regular plannej gmng and d)fis. 12 Analys1$ of N8t A8sots by Fund Un$t11e Desynate Restrted d Funds d Funds Funds Tolal 2021 Tangible fiwj assets Debltys falling due li m(ffe lh year Debt$ falling due *) less than one y sh deposit and cash * bank Credrtors falling due withii one year 13.(E6 13,086 45,8% 122.278 31,439 212.573 (25.3) 3,878 171,992 19.370 263.382 (25.380} 64,1 334.851 23,248 423,060 PCC of Burpharn Church Registeted charity nurnbpr. 1128817 Page 24
13 Prlor P•rlod Compath• SOFA slatert of Fimial A¢AIth fwtre 31 t)ter2020 Ufftstri DesigrHted RestrNafyJ Total Fmjs Fwxls 2020 Vokjrrtary I1)m& Activities foi gerralr4 fu IeI 205,482 145.otM) 15,409 36S,891 8,930 1,745 12,9 1.745 12.298 228.361 145.698 15,503 389.562 Clxrf) Adivities Gorr*r costs 198.892 16.195 215.087 198,892 16,19S 215,087 29.469 129.503 15.503 174.475 (3.¢YJ)} 32,469 126,503 15,503 174,475 BarS bff al 1 20 S.29 208,421 5,702 219.152 ¢ff •t 31 D•¢wthr 2020 37.498 334.924 21,205 393.627 PCC of Burpharn Church Registeted charity nurnbpr. 1128817 Page 25