PARISH OF
BERKSWICH
GOD'S LOVE IN COMMUNITY
st
Annual Report for the year ending 31 December 2@23
Charity Commission registration number: 1129997
Page I
Page 2
Dear all,
Welcome to our 2@23 Annual ReporL
Amongst other things, the events of October 7, seem to reflect the feeling that we have had a very
unsettling and unusual 2@23. I'm not sure whether we are seeing some kind of corporate PTSD
following all we experienced during the Pandemic, but things seem difficult.
Within the Diocese and wider Church of England, debates have raged over some very important-
bul dividing - issues. The ongoing discussions from Living in Love and Faith - the CofE's
consultation process exploring marriage, gender and sexuality (which we ourselves played a part in -
our voice was heard) has highlighted some serious theological divisions within the church, while the
conlinued fall-out from the Independent Inouiry into Child Sexual Abuse has made stark the
appalling history of secrecy and cover-ups which has been done in the name of protecting "the
Church".
In our Parish, we have had to say goodbye to several well-loved, and well-missed faces, people who
gave so much to the life and work of this place. I am always hesitant to single people out {everyone
whose funeral we took in 2@23 is equally loved by God) but our dear sisters in Christ Sheila Daniel.
whose diligent work as Electoral Role officer for so many years has been outstanding. Di Smith
whose bed-socks have warmed many of your feet; Janet Jones- who, with Colin, did so much for St
Thomas and the wider parish; and to add, Gil Bentley, Eric Johnstone, and so many more will be
much, much missed. And, although we are talking about 26)23, 1 feel we ought to mark too how
much our brother in Christ Bob Moore gave in prayer, in worship and in service to this parish.
It does feel that- to borrow from WB Yeats - 'things have fallen apart. the centre cannot hold".
Darkness, exhaustion. worry, disagreement. and so many other emotions can feel oveNhelming.
But we have the hope of Christ, the reminder that - as St John puts it -'the light shines in the
darkness, and the darkness did not overcome it,. The great mystery of our faith is that our God, who
is truth and grace and peace, isn't some distant and impersonal being who stands apart from us but
is someone who, in love for us and for the world. came as one of us, took flesh and form so that we
could feel God's love, hear God, truth, experience God's grace and share God's peace. Even in the
darkness of our world. there is so much of that light we can rejoice in this year.
Nationally, the anointing of HM King Charles III with Holy Oil at his Coronation reminded us
of our own individual callings to serve God - and the part we as the national Church can play
in helping our community mark such occasions.
Page 3
The continuing success and growth of Our Mothers, Union, our Crafty Café, our Poetry Café,
our Drop-in. and so many other aclivities we offer (together wth continuing increases in the
size of our worship communities), are ways in which we are reflecting the Light of Christ into
the darkness seen by those around us.
We have had light shone on Scripture with our WhatsApp Lent/Advent reflections. Bible
Studies and - while thinking about ethical issues- Digging Deeper.
The light we enter into when we gather to worship has, throughout 24923, been wonderful -
the return of our Family Eucharisls the delights of worshipping at the 1@.3@ Thursday
Eucharist in St Thomas's; the return of school Eucharists. the delights of gathering in the
candle-light for our Christmas Carol SeNices; the Triduum, where were joined by Revd.
Romita Shrisunder as our guest preacher; the Songs of Praise tor the Coronation.
Remembrance Day. our Quiet reflective semces using Taizé chants - all thanks to so many of
our musicians and choir, readers, intercessors, flower arrangers, welcomers, servers, chalice
administrator4 cleaners, and David, Joy and John for making it happen.
Our Makers Market, Cheese and Wine Evening, coffee mornings, Christmas Fair, Quiz Night,
and so many other social events have drawn people - new and old into our family.
The honour of David's increased work in Katherine House and the opportunity we've had for
the first time since lockdown to host the Cooperative Funeral Society Memorial Service have
allowed us to walk with people through what can be the darkesl moments of their lives.
We could go on and on - but thank you to everyone who has worked so hard to help further Christ's
Kingdom here in Berkswich in 2&23.
The future still looks, if not uncertain, different. The diocese has just launched the new strategy
which they are expecting to shape how we minister over the next 6 years. By 2@3@ we are expecting
to play our part in having seen
a growth in the overall worshipping community of 34,6)Gi&) new disciples (this is effectively a
doubling of every congregation in the Diocese- representing @.9 % of the population)
2. 2616) new worshipping Communities which are established and sustainable- new initiatives in
nursing homes or schools or houses
an increased culture of Vocations leading to at least a trebling of numbers of people in
licensed ministries {ordained and lay)
4. an active plan in every parish for engaging with their local population beyond the church walls
something we work hard at here in Berkswich, and something we will need to work even
harder at
5. a strong connection beeen every primary and secondary school and their parish church
Page 4
6. no fewer than 3IY young people per year aged beeen 18 and 3&1 who are called to
leadership being supported through with a high-quality development programme offered by
the Diocese.
7. the age profile of each worshipping community reflecting the age profile of the community
which it serves
8. every worshipping community reflecting the diversity of the community they seNe
9. all people being able to see themselves reflected in the leadership and governance of the
Diocese
Hard work - but work which we are, thanks to everyone here. well placed to thrive in achieving.
Thank you again for all you have done. I commend all the reports which await you in this review of
2@23 and look forward to walking with you with anticipation and an eagerness to be transformed by
God's Spirit.
Fr Graham
Page 5
Objectives and Activities
The Parochial Church Council of Berkswich (the PCCI has the responsibility of ciFoperating with
the incumbent, the Reverend Graham Adamson, in promoting in the ecclesiastical parish, the whole
mission of the Church, pastoral, evangelical, social and ecumenicaL The PCC is also spiritually
responsible for the maintenance of the churc
The PCC is committed to enabling as many people as possible to worship at our church and to
become part of our parish community at Berkswich. The PCC maintains an overview of worship
throughout the parish and makes suggestions on how our services can involve the many groups
that live within our parish. Our seNices and worship put faith into practice through prayer, scripture,
music and sacrament. Also. through non sacramental activities of hospitality and fellowship we aim
to reach and provide loving support to non church members of the community.
Statement of Public Benefit
The trustees of the PCC are aware of the Charity Commission's guidance on public benefit in The
Advancement of Religion for the Public Benefit and have had regard to it in their administration of
the Charity. The trustees believe that, by promoting the work of the Church of England in the
Ecclesiastical Parish of Berkswich it helps to promote the whole mission of the Church (pastoral,
evangelistic, social and ecumenicall more effectively, within the Ecclesiastical Parish, and that in
doing so it provides a benefit to the public by.
Providing facililies for public worship, pastoral care and spiritual, moral and inlellectual
development, both for its members and for anyone who wishes to benefit from what the Church
offers. and
Promoting Christian values and seiCe by members of the Church in and to their communities,
to the benefit of individuals and society as a whole.
The Parish of Berkswich demonstrates public benefit with the following activities
Regular physical and virtual public worship open to all.
The provision of sacred space for personal prayer and contemplation.
Pastoral work, including visiting the sick, f rail and bereaved.
Teaching of Christianity through sermons, courses and small groups.
Taking of religious assemblies in schools.
Promotion of Christianity through staging of events and meetings and the distribution of
literature.
Promotion of the whole mission of the church through provision of activities for senior
citizens, parents. toddlers. young people and other special needs groups.
Teaching and discussion of Christian Ethics.
EnvironmentallEthical issues e.g. jumble sales (unsold items recycled), supporting other
charities in the UK and overseas.
Page 6
Communlty involvement, including the support of local cultural events (music, artistic, etcl
and social action.
Encouraging local community and commercial activilies, through advertising local services
and facilities via the Three Decker, our Parish Magazine.
Achievements and Performance
DeveLopment of opportunities for prayer, reflection and faith sharing
a. Baptism and Marriage preparation provide opportunities for teaching, support and
welcome to the church.
b. The number of Special Christmas seiceS in each church to welcome as many
families to joyful celebration as we could.
c. Our All Souls seNice and Blue Chrislmas seiCe offered opportunity for the recently
bereaved to have a space where they can have peace to reflect.
d. The drop-in provides much valued and appreciated opporlunities for support and
fellowship.
e. A space by the Lychgate is being developed as an area to use art to help our
community reflecl and react to events. This year. the space was provided to reflect on
the conflict in Ukraine and to mark Harvest, Easter and Christmas
f. Following the success of Berkswich Unlocked art exhibition, we launched Crafty Café -
a café with a specific focus on providing mindfulness and mental health support to the
community. The café has been used by providers in the area as a 'social prescription,.
2. Planning and development of fundraising activities
Following the pandemic we were able to relaunch our Christmas and Summer Fayre
fundraising activities, organise concerts, coffee mornings and other events. We look forward
to doing more in 21924.
3. Exploration of Eucharistic and Social Life in ways that Lead to growth opportunities.
Discipleship courses and discussions were held which gave opportunities to learn and
worship together in formal and informal settings, and to meet people. A Lent and Advent
WhatsApp Daily Reflection provided a successful way for the congregation to consider their
faith during these important festivals. Special welcome services and Patronal Festivals and
social events are joyful occasions and give opportunities lo welcome members of other
churches, and our local community.
4. Ecumenical links
The parish remains a part of the Lovestafford ecumenical group.
Page 7
Church Attendance 2623
The average Sunday service attendances are as follows (26)22 in brackets):
Holy Trinity: 52141} - NB these exclude online worshippers.
St Thomas,: 48 (Choral Evensong)
All Saints: 1812@)
Online Worship: 8 households; approx. 1261 Facebook 'views'
The average weekday seiCe attendances are as follows:
Holy Trinity: 5 {Gi}
St Thomas,: 17 (17}
All Saints: 316)
Dora Rose Nursing Home Imonthlyl: 2
Winchester Court Imonthly}: 81&}
Online Worship: 8; approK 461 Facebook 'views'
Parish Electoral Roll: there are currently 153 people on the Electoral Roll IAPCM 2@22 =153}
Fresh Expressions average monthly attendance
Holy Trinity (Trinity Ark suspended due to pandemic)
St Thomas.
All Saints
Issues raised for action at PCC meetings included:
Living in Love and Faith developments
Support of Staffordshire Women's Aid and other local bodies
Social events, and introduction of shared lunches following fifth Sunday Parish Eucharists.
Reviews to regular service pattern, including the continuing success of monthly Choral Evensong
and Digging Deeper
Continued management of and development of our church buildings.
Deepening discipleship through WhatsApp reflections, and other activities.
Page 8
Deeper engagement with and development of our new (and established) 'cafes'
Tuesday Drop-in, Crafty Café, Poetry Café, after-worship coffee.
including
Plans for the return of Trinity Ark and development of after school homework café
Integration of and development of Digging Deeper services with parish life
Continuing parish involvement in wider Deanery Synod discussions around Shaping for Mission
Financial Review
See Treasurers report on page 27.
Reserves Policy
It is PCC policy to try to maintain a balance on free reserves (net current assets) which equates to
at least three months unrestricted payments. This is equivalent to £33,@8412GI21: £26,&671 It is
held to smooth out fluctuations in cash flow and to meet emergencies. The balance of the free
reseNes at the year end was £52,3691£66,6981 which is substantially higher than this target.
The PCC are comfortable with this surplus during the current economic uncertainty.
Investment policy
The charity is granted power to invest in suitable investments under the PCC Powers Measure
1956 and the Trustees Act 2@@@. As a charity, the Trustees have a duty of care to take such
advice as is appropriate before investments are undertaken. This advice is sought from the
Central Board of Finance ICCLA) in London.
The charity's investment policies are based on two key principles: _
Ethical Investment- this includes ensuring that investments are held in companies which have
high standards of corporate governance and act in a responsible way towards stakeholders.
Long-term responsibilities
the trustees are aware of their long-term responsibilities in
respect of the Restricted and Unrestricted reserves and as a result follow a prudent approach
to investment decisions.
Investment policy for long-term funds is aimed primarily at generating a sustainable income, with
due regard to the need for the preseatIon of capital value, and the possible need to realise
investments to meet operational needs. The charity does not have a policy of generating income
Page 9
at excessive or high risk - known as "purchasing income" where high returns are guaranteed at
the expense of capital.
In summary, the charity has an overall policy to maximise income while preserving the real value
of its funds. Due to the nature of the charity, an ethical investment policy is taken into
consideration when investments are made:
The charity follows the Ethical Investment Advisory policy as recommended by the Lichfield
Diocese which includes the following:
"We aim to invest in companies that:
will develop their business in the interests of shareholders;
demonstrate responsible employment practices;
are conscientious concerning issues of corporate governance. the environment and
human rights;
are sensitive to the community in which they operate."
Planned giving, collections and donations are the main sources of fund raising along wilh tax
recoverable.
Safeguarding
The PCC believe they have fulfilled their duty under section 5 of the Safeguarding and Clergy
Discipline Measure 2@16 (duty to have due regard to House of Bishops, guidance on safeguarding
children and vulnerable adults). Safeguarding is a standing item on all PCC Agendas and is
considered at every meeting). ALI PCC members land members of the congregation) have been
encouraged to complete the on-line safeguarding courses, Basic and Foundalion (previously C&)
and C1}. and all who have a statutory obligation to obtain a DBS are expected lo do so.
Reporting Serious Incidents
A Serious Incident is an adverse event, whether actual or alleged, which results in or risks
significant harm to the charity's beneficiaries, employees, office holders, volunteers or to olhers
who come into conlact with the charity through its work, loss of the charity's money or assets.
damage to the charity's property or harm to the charity's work or reputation.
The trustees are not aware of any Serious Incidents in the last year. Incident Reporting is a
standing item on all PCC Agendas and considered at every meeting.
Fundraising
The PCC takes its fundraising responsibilities seriously and is very grateful to all donors
whether regular or occasional- for their support of the church and church events. PCC
supporters are never taken for granted. The PCC take full responsibility for fundraising and do
Page 10
not use commercial organisations or professional fundraisers. All money raised is either by
donations, fundraising events, special appeals or legacies for which the PCC are most grateful.
Volunteers
The members of the PCC would like to thank all the volunteers who work so hard to make our
Church a lively and vibrant community. Our especial thanks go to our congregational wardens.
Church Wardens, PCC and appointed officers who have all worked so lirelessly on our behalf.
Risk Management
The Church Wardens with the Parish Health and Safety Officer carry out regular Health and Safety
Reviews and regularly inspect premises for potential hazards. We have safeguarding policies in
place for child protection and for work with vulnerable adults, including rigorous DBS checking of
staff and volunteers. Our insurances are reviewed annually to ensure adequate cover. An informal
review of any new risks which may impact the work of the Church in the Parish is ongoing.
Structure, Management and Governance
The Parochial Church Council IPCCI is a body corporate established by the Church of England
and is a charity registered with the Charity Commission. The PCC is governed by the Parochial
Church Council Powers Measure11956} as amended that came into effect on 2nd January 1957.
and the Church Representation Rules (contained in Schedule 3 to the Synodical Government
Measure 1969 as amended}.
The method of appointment of PCC members is set out in the Church Representation Rules. The
Council comprises the Incumbent, the Churchwardens, a representative of the Readers, those
elected to the Deanery or Diocesan Synod, and other members who are elected at the Annual
Parochial Church Meeting, by Ihose on the Electoral Roll. Members of the congregation are
always urged to join the Electoral Roll, and to stand for election to the PCC.
The PCC members are responsible for making decisions on all matters of general concern and
importance in the parish, and for all financial matters. The PCC meet 9 times a year. Given its
responsibilities, the PCC has a number of sub committees, each dealing with a particular aspect
of parish life. These include Employment. Mission and Outreach, Buildings and Churchyards and
Finance. Each reports back to the PCC.
PCC meetings are all public meetings and all members of the congregation are invited to atlend.
Members are entitled to attend at all PCC meetings, but do not have a vote.
Page 11
Related Parties
Donations from Related Parties
Donations from related parties during the year totalled £11,23212GI21: £16,451}. All these
donations were received without conditions.
Remuneration paid to Trustees
None of the trustees have been paid any remuneration or received any other benefits from
employment with the PCC
Expenses paid to Trustees
1 trustee was reimbursed £1,217126121: £6351 for travel and subsistence during the year.
Page 12
Reference and Administrative details
The Parish of Berkswich is a Registered Charity number 1129997 and has three churches: Holy
Trinity (the Parish Church) is situated in Baswich; St Thomas, is situated in Walton-on-the-Hill,
and All Saints is situated in Broclon. The parish is part of the Diocese of Lichfield within the
Church of England. The correspondence address is: Parish Office. Holy Trinity Church. Baswich
Lane, ST17 &)BY. Website: www.berkswich.org.uk
PCC members who have Seed from 1st January 2@22 until the date this report was approved
were:
Ex-officio
Vicar
The Revd Graham Adamson SCP
Curate
The Revd David Clark
Assistant Priests
The Revd Joy Bishop
The Revd John Sterling
Church Wardens
Chris Bowen
Judith Rennard (until May 26123}
Mary Moss (from May 2@23}
Diocesan Synod
Dorothy Sterling
Deanery Synod Reps
Julie Morrison land Planned Giving}
Mary Sapsford
Elected Members
Euan Adamson (from May 2&)22)
Keith Bradley
Maddy Dudek
Mark Dudek
Beryl Foster (Congregational Warden Holy Trinity)
Julie Grymel
Sue Hatton (PCC Secretary)
Sarah Mitchell
Andrew Morrison IPCC Treasurer and Finance until May 2@23)
Page 13
Mary Moss (Mission & Outreach and Safeguarding Officer)
Julie Wainwright {from May 2GI221
Paul Browne (Treasurer from May 2¢9231
Kathy Browne (from May 2@231
Non PCC members, who help with the running of the ehurches
Pauline Aston (Parish Office Administrator until May 2&221
Rosie Broom (Parish Office Administrator from January 2@23)
Colin Jones (Congregational Warden - St Thomas)
Bob Gilson (Congregational Warden - All Saints)
After serving on the PCC for six years it is currently the parish policy for people to take a year off
before standing again.
PCC su1comMittees
Standing Committee
Fr. Graham Adamson {Vicarl, Judith Rennard IParish Warden), ChrTS Bowen (Parish Warden),
Andrew Morrison (until May 2IS)23) (Finance Officer), Sue Hatton {Secretaryl.
Buildings and Churchyards Committee
Fr Graham Adamson, Chris Bowen, Judith Rennard, Colin Jones, Beryl Foster, Bob Gilson,
Dave Hatton, Robert MacFariand
Parish Finance Committee
Fr. Graham Adamson, Andrew Morrison (until May 26123), Julie Morrison, Chris Bowen, Judith
Rennard, Keith Bradley, Sue Hatton
Employment Committee
Fr Graham Adamson, Chris Bowen, Andrew Morrison (until May 26123), Phil Botfield (advisory)
In addition, ad-hoc committees and teams were formed to fulfil specific functions through the
year - for example the Christmas Fayre Committee.
PCC members receive information on trustee responsibilities, basic health and safety, risk
management and safeguarding procedures.
Page 14
Day to day management control of the churches is exercised by the Incumbent Revd. Graham
Adamson, and the Churchwardens, Mary Moss and Chris Bowen, contactable through the Parish
Office, Baswich Lane, Stafford, ST17 6)BN, Telephone @1785 253111 or email at:
raham.adamson@berkswich.or
.uk
wardenma
@berkswich.or
.uk
wardenchris@berkswich.or
.uk
Name and addresses of advisers
Parish Bankers
Cooperative Bank, PO Box 25&, Delf House, Southway, Skelmersdale,
WN8 6WT
Independent Examiner Jonathan Hill
Lichfield Diocesan Board of Finance. St Marys House, The Close, Licfield.
WS13 7LD
Architects
Adrian Malhias, BHB Architecls
Revd. Graham Adamson SCP, Vicar of Berkswich
Page 15
Berkswich PCC Reports
Staffi?rd Deanery Synod 21923
The first Deanery Synod of 2@23 took place on the 7th March 2@23 at St John's church. Littleworth.
Revd Ann Richardson, stipendiary Area Dean gave a very interesting talk about how the Deanery
system operates in Birmingham Diocese.
Deanery Synod met again on the 7th June al All Saints Church Hall in Milwich. A social evening was
held, during which the outgoing Rural Dean, Prebendary Richard Grigson was thanked for his
leadership over the previous five years.
This was the last Synod meetTng before elections were held to elect new members for the next three
years.
Synod reconvened on the 28th September at Holy Trinity Church, Baswich. The new Rural Dean, Revd
Cath Brumfitt and the Assistant Rural Dean, Rev Graham Adamson. introduced themselves.
This was the first meeting of the new term for the Deanery Synod.
Revd G Adamson welcomed everyone to the meeting and explained the various aspects to the evening.
Everyone was asked to pick up a jigsaw piece and to pray regularly for the Synod member whose name
was written on it.
Revd C Brumfitt also welcomed everyone and led the first part of the seNice which included her initial
thoughts as to how Ihe Deanery will hope to move forward in the coming 3 years.
Appointment of the Lay Chair. The Rural Dean had received 2 nominations: John Clark and Philip
Taylor. Following the counting of postal votes and votes cast on the night, Philip Taylor was duly
elected to see as Lay Chair for the next 3 years. Sue Savage was elected as Secretary and Paul Evans
as Treasurer. Stuart Hodson was elected as Deputy Lay Chair.
The Rural Dean thanked John Clark for his years of seNice as Lay Chair and thanked Philip Taylor for
being willing to take on the role. She then commissioned the new Lay Chair and Synod.
The final Deanery Synod meeting for 215123 was held on 6th December at St John's Church, Littleworth.
The opening worship was led by Revd Carl Rudd and people from St John's.
The Rural Dean thanked John Clark for his work over the past several years as Lay Chair.
Stuart Hodson paid tribute to John and reflected on his time as Lay Chair, thanking him for a lol of
excellent work over the years. John was presented with a voucher for Afternoon Tea for 2 at the Moat
House Hotel. He reflected on his lime as Lay Chair and thanked people for their support and gift
Reports from the General and Diocesan Synods were circulated prior to the meeting.
Page 16
Members were then split into groups and asked to consider a number of questions.
Each group was asked to consider the following:
Why are you on Synod?
What can you bring io Synod?
What do you hope to gain from synod that will be useful for your parish?
What does this term of synod need to focus on?
The notes from the groups will be considered by the Standing Committee at their next meeting with
a view to this forming an action plan for the term of this synod.
Revd Graham led the closing worship with the St Nicholas collect and the Grace.
Dorothy Sterling, Deanery and Diocesan Synod Representative
BuiLdings and Churchyards
The big project of this year has been our church quinquennial reports - 5 yearly inspections by our
architect. The reports identified work to be done in each of the three churches- some of which
needs to be completed more urgently than others. We will continue to work through the issues
identified.
Thank you once again to all who help on our buildings - in maintenance, cleaning, and gardening
your support is very much appreciated.
All Churches: Electrical, gas and H&S inspections for all three churches have been carried out, and
all our utilities are now under the remit of 'Parish Buying"
a church wide build buying scheme.
This has not, however, made us immune to the significant increased costs of energy.
All Saints: There were no existing issues at All Saints but the committee are looking at external
painting requirements and problems with Ihe bell. We believe that through the use of a
dehumidifier. a solution to the condensation issues in the vestry and kitchen area has been found
Holy Trinity: The churchyard clean-up was well supported and the team included some non-
parishioners which was very nice to see. There is an ongoing problem with neighbours to the
churchyard having issues relating to the trees and part of the boundary wall. Our problems with the
main doors appear to have been fixed. Almost all of our lights have been replaced with LEDS,
resulting in a decrease in energy use {and slightly more reliable lighting).
St Thomas,: As with Holy Trinity, most of the lighting has now been replaced. The Quinquennial
report highlighted some pointing issues around the building, and the diocese has been approached
for advice, funding suggestions.
Page 17
Parish Treasurer's Report for 2023
The year has presented a financial challenge and in particular meeting the Common Fund target has
been particularly difficult. At the year-end there was a shortfall of nearly £12,6)@IS) in meeting this
target and it proved necessary to draw on reserves in order to achieve Ihis. The meeting of the
Common Fund target will continue to be a major challenge in the year ahead.
Over the course of the year there were a number fund raising events which provided a major input to
the Parish funs - the most notable being the Summer Fete and the Christmas Fayre both of which
raised significant sums. Other Events such as the Makers Market and additional social events all
made contribution to our funds. The success of these events is due in large part both to the many
volunleers who generously gave of their time in organisation and running them and to those who
provided monetary and material contributions.
As ever a mainstay of the parish finances are the dependable and generous donations given by
regular donors and are much appreciated.
As we go into 2GI24 and beyond the Question of finding finance for building maintenance with be an
important aspect of our finances as well as ensuring that we fulfil our Common Fund obligation.
Paul Browne Treasurer 2GI23
Planned Giving and Gift Aid Officer's Report
We started 215)22 with 87 people in the scheme. The number of people on the scheme decreases
every year, with some moving to the Direct Giving Idirecl debit) scheme run by Lichfield diocese.
I have completed a table showing the last three years of Parish Planned Giving and Gift Aid
contributions from you, as shown below.
Source of donation
Total Planned Giving Donations Gift Aided
Total Planned Giving Donalions Not Gift Aided
Grand Total from Planned giving Scheme
One-off White Gift Aided Donation Envelopes
Gift Aided Tax reclaim on Gift Aided Donations
Grand TotaL Income for Year
2020
2021
2022
£36,482
£5,482
£41,964
£2,411
£9,237
£53,613
£38,974
£5,@63
£44,IS117
£4,996
£1@,438
£59,451
£38,349
£5,695
£44,@44
£1,295
£9,415
£54,754
The white envelopes have been used a little more during the year, possibly due to more services
being held, with a rise in attendance.
Page 18
These figures do not Include monies from Direct Giving, Just Giving or other schemes run for us by
the Diocese. These are sorted out by the Lichfield Diocesan Gift Aid Team who send any monies
from these schemes directly to the church bank account.
The majority of the Parish income comes from some sort of Planned Giving donations and where
possible Gift Aided Tax is reclaimed. This money is used to pay the Common Fund, which in turn
pays the clergy wages and the upkeep for the churches. it also helps other churches who have only a
small congregation and so are unable to support themselves.
If anyone wishes to join a Planned Giving Scheme, you can either contact Bob Moore, a
Congregational Stewardship Recorder or myself. My phone number can be found in the church
magazine.
I would like to thank Bob Moore who is the Stewardship recorder for All Saints. Thank you, for all
your assistance.
Julie Morrison - Parish Gift Aid Secretary 23/1/23
Page 19
## **Statement of Financial Activities**
||**Unrestricted**
**funds**
**Restricted**
**funds**
**Endowment**
**funds**
**Total**
**funds**
**Prior year**
**total funds**|
|---|---|
|**Receipts**
Donations and legacies
Income from charitable activities
Other trading activities
Investments
Other income
**Total income**
**Payments**
Raising funds
Expenditure on charitable activities
Other expenditure
**Total expenditure**
**Net income / (expenditure) resources before transfer**
**Transfers**
Gross transfers between funds - in
Gross transfers between funds - out
**Other recognised gains / losses**
Gains/losses on investment assets
Gains on revaluation, fixed assets, charity's own use
**Net movement in funds**
**Total funds brought forward**
**Total funds carried forward**
**Represented by**
**Unrestricted**
General fund
**Designated**
Churchyard Designated Fund|£79,604
£557
-
£80,161
£84,583
£24,801
£58
-
£24,860
£23,690
£11,352
-
-
£11,352
£11,432
£4,528
£120
-
£4,648
£3,133
-
-
-
-
-|
||**£120,286**
**£736**
**-**
**£121,022**
**£122,840**
£1,240
£181
-
£1,421
£293
£127,315
£905
-
£128,220
£133,305
£1,460
-
-
£1,460
£399|
||**£130,016**
**£1,086**
**-**
**£131,103**
**£133,997**|
||**(£9,731)**
**(£351)**
**-**
**(£10,081)**
**(£11,158)**
£10,105
£4,085
-
£14,190
-
(£4,086)
(£10,106)
-
(£14,191) -
-
-
£6,603
£6,603
£591
-
-
-
-
-|
||**(£3,711)**
**(£6,371)**
**£6,603**
**(£3,477)**
**(£10,567)**|
||**£70,373**
**£20,493**
**£70,190**
**£161,057**
**£171,623**|
||**£66,662**
**£14,123**
**£76,794**
**£157,580**
**£161,057**
£57,265
-
-
£57,265
£60,976
£4,000
-
-
£4,000
£4,000|
Page 20
|Parish Accounts (Des)||£5,397|-|-|£5,397|£5,397|
|---|---|---|---|---|---|---|
|**Restricted**|||||||
|Accessibility Appeal||-|£4,351|-|£4,351|£4,351|
|Agency collection||-|-|-|-|-|
|AS Brocton Fund||-|£4,647|-|£4,647|£10,907|
|Bells Fund||-|£341|-|£341|-|
|Churchyard Restricted Fund||-|£723|-|£723|£1,184|
|Flower Fund||-|£209|-|£209|£218|
|HT Baswich Fund||-|(£67)|-|(£67)|(£67)|
|Interior Decoration||-|£1,833|-|£1,833|£1,233|
|Parish Share Appeal||-|-|-|-|£81|
|Restoration Fund||-|£780|-|£780|£780|
|ST Walton Fund||-|£167|-|£167|£167|
|Youth Development Fund||-|£1,135|-|£1,135|£1,635|
|**Endowment**|||||||
|LDT Endowment Fund||-|-|£76,794|£76,794|£70,190|
||**Total funds**|**£66,662**|**£14,123**|**£76,794**|**£157,580**|**£161,057**|
Page 21
## **Balance Sheet (Summary)**
||**As at**
**31/12/2023**
**As at**
**31/12/2022**
£8,607
£8,607
£76,794
£70,190
**£85,401**
**£78,797**
-
£7,904
£86,608
£88,833
**£86,608**
**£96,737**
£14,429
£14,477
**£14,429**
**£14,477**
**£72,179**
**£82,259**
**£157,580**
**£161,057**
**-**
**-**
**£157,580**
**£161,057**
|
|---|---|
|**Fixed assets**
Tangible Assets
Investments
**Current assets**
Debtors
Cash At Bank And In Hand
**Liabilities**
Creditors: Amounts Falling Due In One Year
**Net current assets less current liabilities**
**Total assets less current liabilities**
**Liabilities**
**Total net assets less liabilities**
**Represented by**
**Unrestricted**
||
Page 22
|Unrestricted - General Funds
**Designated**
Designated - Churchyard Designated Fund
Designated - Parish Accounts (Des)
**Restricted**
Restricted - Accessibility Appeal
Restricted - AS Brocton Fund
Restricted - Bells Fund
Restricted - Churchyard Restricted Fund
Restricted - Flower Fund
Restricted - HT Baswich Fund
Restricted - Interior Decoration
Restricted - Parish Share Appeal
Restricted - Restoration Fund
Restricted - ST Walton Fund
Restricted - Youth Development Fund
**Endowment**
Endowment - LDT Endowment Fund
**Fund Totals**|£57,265
£60,976
£4,000
£4,000
£5,397
£5,397
£4,351
£4,351
£4,647
£10,907
£341
-
£723
£1,184
£209
£218
(£67)
(£67)
£1,833
£1,233
-
£81
£780
£780
£167
£167
£1,135
£1,635
£76,794
£70,190
**£157,580**
**£161,057**|
|---|---|
## **Statement of Assets and Liabilities (by fund)**
**Previous Balance balance**
**Investments**
Page 23
## **6440: LDT Endowment - shares**
|LDT Endowment Fund|Endowment||£76,794|£70,190|
|---|---|---|---|---|
||||£76,794|£70,190|
|||**Investments**|£76,794|£70,190|
|**angible Assets**|||||
|**435: Church Equipment**|||||
|General fund|Unrestricted||£8,607|£8,607|
||||£8,607|£8,607|
|||**Tangible Assets**|£8,607|£8,607|
|**ash At Bank And In Hand**|||||
|**501: Bank current account Co-op**|||||
|Accessibility Appeal|Restricted||£415|£415|
|AS Brocton Fund|Restricted||£98|£358|
|Bells Fund|Restricted||£341|-|
|Churchyard Designated Fund|Designated||£4,000|£4,000|
|Churchyard Restricted Fund|Restricted||(£5,720)|(£5,259)|
|Flower Fund|Restricted||(£137)|(£128)|
|HT Baswich Fund|Restricted||(£67)|(£67)|
|Interior Decoration|Restricted||-|(£160)|
|Parish Accounts (Des)|Designated||(£1,740)|(£1,740)|
|Parish Share Appeal|Restricted||-|£3,687|
|Restoration Fund|Restricted||(£87)|(£87)|
|ST Walton Fund|Restricted||(£1,433)|(£1,433)|
|Youth Development Fund|Restricted||£1,812|£1,812|
|General fund|Unrestricted||£8,262|£1,867|
|Agency collection|Restricted||£2,633|£335|
||||£8,382|£3,604|
|**505: Bank deposit account Co-op**|**business sele**||||
|Accessibility Appeal|Restricted||£834|£834|
|General fund|Unrestricted||£896|£2,104|
|Agency collection|Restricted||-|£1,912|
||||£1,730|£4,850|
|**510: CBF 7001D deposit account**|||||
|AS Brocton Fund|Restricted||£4,549|£10,549|
|Churchyard Restricted Fund|Restricted||£1,934|£1,934|
|Flower Fund|Restricted||£346|£346|
|Restoration Fund|Restricted||£867|£867|
|ST Walton Fund|Restricted||£1,880|£1,880|
## **Tangible Assets**
## **6435: Church Equipment**
## **Cash At Bank And In Hand**
## **6501: Bank current account Co-op**
## **6505: Bank deposit account Co-op business sele**
## **6510: CBF 7001D deposit account**
Page 24
|Youth Development Fund|Restricted||(£678)|(£178)|
|---|---|---|---|---|
|General fund|Unrestricted||(£26)|£509|
|Agency collection|Restricted||-|(£830)|
||||£8,874|£15,079|
|**6515: CBF 7003D deposit account**|||||
|Accessibility Appeal|Restricted||£3,102|£3,102|
|Churchyard Restricted Fund|Restricted||£4,508|£4,508|
|Parish Share Appeal|Restricted||-|(£3,606)|
|General fund|Unrestricted||(£3,310)|£162|
||||£4,301|£4,168|
|**6520: CBF 7004D deposit account**|||||
|Parish Accounts (Des)|Designated||£7,136|£7,136|
|ST Walton Fund|Restricted||(£280)|(£280)|
|General fund|Unrestricted||£54,609|£52,700|
||||£61,465|£59,556|
|**6525: IDS Lichfield**|||||
|Interior Decoration|Restricted||£1,833|£1,393|
|General fund|Unrestricted||-|£160|
||||£1,833|£1,553|
|**6590: Petty Cash in hand**|||||
|General fund|Unrestricted||£21|£21|
||||£21|£21|
|||**Cash At Bank And In Hand**|£86,608|£88,833|
|**Debtors**|||||
|**Z05: Accounts Receivable**|||||
|General fund|Unrestricted||-|£3,580|
|Agency collection|Restricted||-|£4,324|
||||-|£7,904|
|||**Debtors**|-|£7,904|
|**Agency Accounts**|||||
|**6699: Agency collections**|||||
|Agency collection|Restricted||£2,633|£5,741|
||||£2,633|£5,741|
|||**Agency Accounts**|£2,633|£5,741|
|**Creditors: Amounts Falling Due In One Year**|||||
|**6601: Common Fund Arrears**|||||
|General fund|Unrestricted||£11,796|(£50)|
||||£11,796|(£50)|
Page 25
**Z04: Accounts Payable**
General fund
|Unrestricted||-|£8,786|
|---|---|---|---|
|||-|£8,786|
||**Creditors: Amounts Falling Due In One Year**|£11,796|£8,736|
||**Grand Total**|**£157,580**|**£161,057**|
Page 26
staternent of Assets and Llabllltles (by Fundl-Tan8lble Assets
6435.. Church Equlpmènl..8607.00
staternent of Assets and Llabllltles (by Fundkcash At Bank And ln Hand
6501.. Bank cutrent accDunl
6505.. Bank dep051t account
6515-. (BF 7(W)3D depo51t aEcovD¢.-43QI.65
6520.. CBF 7004D deposit accounl..61465.25
6525-. IDS Li¢htl*id-.1831.71
6590.. Petiy Cash In hand..21.00
statement of Assets and Llabllltles (by FundTr-Credltors'. thounts Falllns Due ln One Year
6601.. Common Fund ArrÈars.'11796.th)
Page 27
## **Fund movement summary**
||**Fund**|**Opening**|**Incoming**|**Outgoing**|**Transfers**|**Gains/Losses**|**Journals**|**Closing**|
|---|---|---|---|---|---|---|---|---|
|**ACC**|||||||||
|Restricted||£4,351|-|-|-|-|-|£4,351|
||**Sub-totals**|**£4,351**|**-**|**-**|**-**|**-**|**-**|**£4,351**|
|**AS**|||||||||
|Restricted||£10,907|-|£259|(£6,000)|-|-|£4,647|
||**Sub-totals**|**£10,907**|**-**|**£259**|**(£6,000)**|**-**|**-**|**£4,647**|
|**Bell**|||||||||
|Restricted||-|£522|£181|-|-|-|£341|
||**Sub-totals**|**-**|**£522**|**£181**|**-**|**-**|**-**|**£341**|
|**CHYD DES**|||||||||
|Designated||£4,000|-|-|-|-|-|£4,000|
||**Sub-totals**|**£4,000**|**-**|**-**|**-**|**-**|**-**|**£4,000**|
|**CHYD RES**|||||||||
|Restricted||£1,184|-|£461|-|-|-|£723|
||**Sub-totals**|**£1,184**|**-**|**£461**|**-**|**-**|**-**|**£723**|
|**END**|||||||||
|Endowment||£70,190|-|-|-|£6,603|-|£76,794|
||**Sub-totals**|**£70,190**|**-**|**-**|**-**|**£6,603**|**-**|**£76,794**|
|**FF**|||||||||
|Restricted||£218|£93|£102|-|-|-|£209|
||**Sub-totals**|**£218**|**£93**|**£102**|**-**|**-**|**-**|**£209**|
|**HT**|||||||||
|Restricted||(£67)|-|-|-|-|-|(£67)|
||**Sub-totals**|**(£67)**|**-**|**-**|**-**|**-**|**-**|**(£67)**|
|**IDS**|||||||||
|Restricted||£1,233|£120|-|£480|-|-|£1,833|
||**Sub-totals**|**£1,233**|**£120**|**-**|**£480**|**-**|**-**|**£1,833**|
Page 28
## **Parish**
|Designated||£5,397|-|-|-|-|-|£5,397|
|---|---|---|---|---|---|---|---|---|
||**Sub-totals**|**£5,397**|**-**|**-**|**-**|**-**|**-**|**£5,397**|
|**PS**|||||||||
|Restricted||£81|-|£81|-|-|-|-|
||**Sub-totals**|**£81**|**-**|**£81**|**-**|**-**|**-**|**-**|
|**REST**|||||||||
|Restricted||£780|-|-|-|-|-|£780|
||**Sub-totals**|**£780**|**-**|**-**|**-**|**-**|**-**|**£780**|
|**ST**|||||||||
|Restricted||£167|-|-|-|-|-|£167|
||**Sub-totals**|**£167**|**-**|**-**|**-**|**-**|**-**|**£167**|
|**YDF**|||||||||
|Restricted||£1,635|-|-|(£500)|-|-|£1,135|
||**Sub-totals**|**£1,635**|**-**|**-**|**(£500)**|**-**|**-**|**£1,135**|
|**General**|||||||||
|Unrestricted||£60,976|£120,286|£130,016|£6,020|-|-|£57,265|
||**Sub-totals**|**£60,976**|**£120,286**|**£130,016**|**£6,020**|**-**|**-**|**£57,265**|
||**Totals**|**£161,057**|**£121,022**|**£131,103**|**-**|**£6,603**|**-**|**£157,580**|
Page 29
## **Analysis of income and expenditure**
**Total**
||**Unrestricted Designated Restricted**
**Endowment This year Last year**|
|---|---|
|**RECEIPTS**
**Donations and legacies**
0101 - Gift Aid - Bank
0110 - Gift Aid - Envelopes
0201 - Other planned giving
0301 - Loose plate collections
0401 - Regular gift days
0410 - Giving through church boxes
0501 - One-off Gift Aid gifts
0510 - Coffee/Crafty Donations
0550 - Donations appeals etc
0601 - Tax recoverable on Gift Aid
0701 - Legacies
08A1 - Non-recurring one-off grants
0901 - Other funds generated
1305 - Share/Ramp appeal
**Donations and legacies Totals**
**Income from charitable activities**
0905 - Social events
1101 - Statutory Fees for weddings and funerals
1105 - Local fees for weddings and funerals|£30,743
-
-
-
£30,743
£40,329
£7,293
-
-
-
£7,293
£9,043
£9,660
-
-
-
£9,660
£4,756
£4,774
-
-
-
£4,774
£4,444
-
-
-
-
-
-
£119
-
-
-
£119
-
£3,002
-
-
-
£3,002
£1,577
£2,052
-
-
-
£2,052
-
£2,289
-
£544
-
£2,834
£3,318
£9,677
-
-
-
£9,677
£11,107
£5,197
-
-
-
£5,197
£5,000
£1,495
-
-
-
£1,495
£2,165
£3,297
-
£12
-
£3,310
£2,841
-
-
-
-
-
-|
||
**£79,604**
**-**
**£557**
**-**
**£80,161**
**£84,583**
£16,415
-
£58
-
£16,473
£13,838
£2,796
-
-
-
£2,796
£3,841
£4,721
-
-
-
£4,721
£5,143|
Page 30
|1210 - Bookstall sales to promote objectives
1230 - Church hall income
**Income from charitable activities Totals**
**Other trading activities**
0910 - Rummage sales etc
1220 - Bookstall sales - fund raising
1240 - Church hall reimbursement
1250 - Magazine income - advertising
1260 - Parish magazine sales
**Other trading activities Totals**
**Investments**
1001 - Dividends
1020 - Bank and building society interest
1030 - Rent from lands or buildings
**Investments Totals**
**Other income**
1310 - Insurance claims
1330 - Agency transfers
1340 - Petty cash
**Other income Totals**
**Receipts Grand totals**
**PAYMENTS**
**Raising funds**
1701 - Fees paid to fund raisers
1710 - Costs of applying for grants
1720 - Costs of stewardship campaign
1730 - Costs of fetes & other events
**Raising funds Totals**
**Expenditure on charitable activities**
1801 - Giving to missionary societies
1870 - Secular charities
1910 - Ministry parish share /Common Purse
2001 - Assistant staff costs
2020 - Organist Costs
2050 - Salary of parish administrator
2101 - Working expenses of incumbent
2160 - Clergy mileage Wed/Funeral visits|-
-
-
-
-
-
£868
-
-
-
£868
£868|
|---|---|
||
**£24,801**
**-**
**£58**
**-**
**£24,860**
**£23,690**
£746
-
-
-
£746
-
-
-
-
-
-
-
-
-
-
-
-
-
£4,879
-
-
-
£4,879
£5,420
£5,727
-
-
-
£5,727
£6,012|
||
**£11,352**
**-**
**-**
**-**
**£11,352**
**£11,432**
£1,568
-
-
-
£1,568
£2,376
£2,951
-
£120
-
£3,071
£756
£8
-
-
-
£8
-|
||
**£4,528**
**-**
**£120**
**-**
**£4,648**
**£3,133**
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-|
||
**-**
**-**
**-**
**-**
**-**
**-**|
||
**£120,286**
**-**
**£736**
**- £121,022 £122,840**|
||£229
-
£181
-
£410
-
-
-
-
-
-
-
-
-
-
-
-
-
£1,011
-
-
-
£1,011
£293|
||
**£1,240**
**-**
**£181**
**-**
**£1,421**
**£293**
-
-
-
-
-
-
-
-
-
-
-
£41
£67,788
-
£81
-
£67,869
£67,788
£3,383
-
-
-
£3,383
£7,132
£1,940
-
-
-
£1,940
-
£13,121
-
-
-
£13,121
£4,161
£3,007
-
-
-
£3,007
£1,216
£580
-
-
-
£580
-|
Page 31
|2170 - Education
2201 - Parish training and mission
2210 - Coffee/Crafty Costs
2301 - Church running - insurance
2310 - Office running costs (Phone,copier etc)
2320 - Organ / piano tuning
2330 - Church maintenance
2331 - Cleaning
2340 - Upkeep of services
2350 - Upkeep of churchyard
2355 - Wedding and Funeral expenses
2360 - Administration
2365 - Church office purchases/General expenses
2370 - Visiting speakers / locums
2401 - Church running - electric
2410 - Church running - gas
2420 - Church running - water
2501 - Magazine expenses
2510 - Bookstall costs
2560 - Hall- purchased on behalf of
2601 - Governance costs examination/audit fee
2701 - Church major repairs - structure
2720 - Church interior and exterior decorating
**Expenditure on charitable activities Totals**
**Other expenditure**
2315 - Subscriptions (various)
**Other expenditure Totals**
**Payments Grand totals**|£46
-
-
-
£46
£30
£197
-
-
-
£197
£81
-
-
-
-
-
-
£5,192
-
-
-
£5,192
£4,985
£3,721
-
-
-
£3,721
£5,483
£1,430
-
-
-
£1,430
-
£5,346
-
£259
-
£5,606
£1,904
£1,840
-
-
-
£1,840
£1,947
£1,300
-
£7
-
£1,307
£2,875
-
-
£461
-
£461
£1,389
-
-
-
-
-
£75
£1,800
-
-
-
£1,800
-
£2,109
-
£95
-
£2,204
£199
-
-
-
-
-
-
£2,224
-
-
-
£2,224
£11,730
£4,353
-
-
-
£4,353
£4,935
£327
-
-
-
£327
£186
£7,360
-
-
-
£7,360
£7,305
-
-
-
-
-
-
-
-
-
-
-
-
£244
-
-
-
£244
-
-
-
-
-
-
£9,834
-
-
-
-
-
-|
|---|---|
||
**£127,315**
**-**
**£905**
**- £128,220 £133,305**
£1,460
-
-
-
£1,460
£399|
||
**£1,460**
**-**
**-**
**-**
**£1,460**
**£399**|
||
**£130,016**
**-**
**£1,086**
**- £131,103 £133,997**|
Page 32
Anatysls of Income or recelpts l expendlture or payrnents-Total Income vs Expenthture
Inrgme.-121022.40
Expenditure.'131103.02
Page 33