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2020-12-31-accounts

St. Swithun’s Church Purley

Report and Financial Statements of the Parochial Church Council

for the Year Ended 31st December 2020

Registered Charity No. 1130779

May 2021

St Swithun’s Church, Purley

Report of the Parochial Church Council for the Year Ended 31st December, 2020

Administrative Information

St Swithun’s Church is located at the junction of Grovelands Road and Downlands Road, Purley. It is part of the Diocese of Southwark, within the Church of England. Since 15th June 2005 St Swithun’s has shared an incumbent priest with the neighbouring parish of St Mark’s, Woodcote. In February 2018, the Diocese approved the United Benefice of St Swithun, Purley and St Mark, Woodcote and the incumbent at that time, Rev’d Fiona Weaver, was declared Vicar of the United Benefice. The two parishes remain independent of each other, with each parish retaining its own Parochial Church Council (PCC) and responsibility for its own finances. They do, however, cooperate in matters of common interest, and join together for some worship services, such as their respective Patronal Festivals

Correspondence may be addressed to the Secretary of the PCC:

Mr Paul Sandford, 16 Downlands Road, Purley, CR8 4JE

Members of the PCC who have served between 1st January 2020 and the date of approval of this report are:

Vicar & Chairperson Rev’d Fiona Weaver Churchwardens Mrs Doreen McCollin Ms Hazel Game Deanery Synod Representatives Mrs Joyce Joko-John until 30th November 2020 Mr Ivor Hewitt “ Mr Paul Sandford from 1st December 2020 Mr John Yorke “ Elected Members Mrs Evangeline Alli Mrs Jenny Blair-Ford Mr Charles Blair-Ford Mrs Joyce Joko-John from 1st December 2020 Mr Robert Page Treasurer Dr Anne Rourke Mr Paul Sandford until 30th November 2020 Mr John Yorke “

Structure, governance & management

The PCC is a corporate body established by the Church of England. It operates under the Parochial Church Council Powers Measure. The PCC is a charity registered with the Charity Commission (number 1130779). The Trustees of the charity are the members of the PCC.

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The method of appointment of PCC members is set out in the Church Representation Rules. At St Swithun’s the membership of the PCC consists, ex-officio, of the Vicar; the churchwardens and the Deanery Synod representatives; together with the PCC members who are elected by those members of the congregation who are on the parish Electoral Roll. All who attend our services/members of the congregation are encouraged to register on the Roll and to stand for election to the PCC and as churchwardens.

The PCC is responsible for making decisions on all matters of general concern and importance to the parish, including decisions on how the funds of the PCC are to be spent. New members receive information on the workings of the PCC.

Given its wide responsibilities the PCC has a number of committees, each dealing with a particular aspect of parish life. These, and their Chairpersons, are:

Mission & Growth Revd Fiona Weaver Communications Paul Sandford Fabric Vacant Hall Robert Page Pastoral Vacant Social Elisabeth Sandford Stewardship & Finance Robert Page Worship Revd Fiona Weaver

Purposes and Objectives

St Swithun’s PCC has the responsibility of cooperating with the Incumbent in promoting in the parish the whole mission of the Church - pastoral, evangelistic, social and ecumenical. The PCC is also responsible for the maintenance of the church building, the church hall and the surrounding grounds; and for ensuring that the parish’s finances and accounting records are in good order.

The PCC is committed to providing our members and parishioners with the maximum opportunity and encouragement to worship God, to commit their lives to Him, and to share the love of Jesus Christ in word and action so that others become His followers. Our services and worship aim to put faith into practice through prayer and scripture, music and sacrament. To facilitate this, it is important that we maintain the fabric of our Church and Church Hall.

When planning our activities for the year, we have considered the guidance published by the Charity Commission on public benefit and, in particular, the supplementary guidance on charities for the advancement of religion.

Vicar’s Annual Report to the APCM – May 2021

As always, I will start with thanks and also, this year, add congratulations to everyone who has helped ensure that our church has been kept alive and kicking during these difficult times. There have been steep and fast learning curves particularly in the technology department. We should all be proud and thankful for what we have achieved. To say this year has had its challenges would be an understatement: I want to acknowledge the huge loss many have borne in this past year and the personal struggles I know many are continuing to go through. We have said goodbye to dear friends and family members in ways that we would not have chosen. I know some have experienced lasting damage to their health, and many have faced isolation. As hard as all this has been these situations have highlighted to me what a caring community, I am blessed to be the vicar of and to serve St Swithun's.

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I also acknowledge the privilege of presiding at the funerals of much-loved members of this congregation. Their presence will be missed greatly. On a personal level I have felt supported throughout the year. My thanks go to standing committee and PCC who, on a number of occasions, have responded when I have been ‘thinking things though’, particularly in ensuring that all the relevant local, national and Church of England ever-changing policies, procedures and guidelines were implemented and adhered too.

The PCC continued to meet on Zoom and I am grateful for Robert’s financial acumen in keeping a beady eye on our finances and keeping us afloat by steering us through this difficult year. Thanks also to the gardening group and to Nick Mottram and the building committee for looking after the fabric and grounds of our beautiful church.

There was a time when not even I was allowed to enter any of our buildings. Seeing the doors shut and unwelcoming was not easy for any of us. Which is why we put up posters and a prayer tree. This resulted in some meaningful conversations with passers-by and comments on social media. As soon as we were given permission it was a priority to open for private prayer. Thank you to all who made that possible and also the next stage, for public worship over Christmas and Easter. We have regularly had good numbers of people participate in worship locally and from different parts of the UK and Europe. On the other hand, there have been a significant number unable to join for worship because they do not have access to technology. My thanks to all who have ensured we have kept them ‘in the loop’ as much as possible. Not everything has been possible, yet it is amazing what has been achieved!

Our Sunday worship moved from 3 services in 2 churches each week, to one Agape service on Zoom, initially from the vicarage and then to services live from either St Swithun’s or St Mark’s and now to 2 services one continuing to be available on Zoom. My thanks to Barry Rourke for his technical advice, patience, and support. My thanks also to Julian and Richard, initially for preaching via Zoom and then from church when possible. It has not been easy for any of us to get our sermons finished in time for my weekly emails. I have been moved by the number of people who have said having them available to read at home has helped them consider/understand our sermons more. My thanks to Gillian Hope for continuing to encourage our singing group to flourish, for her flexibility in our constantly changing worship and helping us with choosing music. It has been so wonderful to again hear live music in church. It has also been wonderful to walk into church and see flowers again thanks to Val Purcell and the flower team

I know it has not always worked having people read the lessons or lead intercessions from home, thank you for your patience. It has been important to me to ensure as many as possible were able to contribute to our worship.

All this has been a severe challenge to our resources and our finances and thank you to all those who have continued to give their support, and in some cases increased their support, so that the work of the parish could go on.

As for me, I continue to be on the Deanery and many of you know that I volunteered to be a delivery driver for the Food Hub at the beginning of the first lockdown. I have since also become a trustee of the Food Hub. I was also appointed chair of trustees to Toc H and All Hallows Trust.

As many have said, it is true to a certain extent that nothing will be the same again. Once we emerge from this time of transition that Covid-19 has brought upon us, our world, our benefice, our community and each one of us will inevitably be different. The pandemic has reminded us that church is more than buildings and worship more than services. Parish life and ministry beyond Covid will be different. It will be more about meeting people where they are and

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sharing the Gospel in the world outside. Much more like the early church and in some ways in every era when it was at its best. Once we have come through, I suspect that some of our activities will have gone for ever, others will return in a new form. All sorts of new things, some of which have not even yet come to us, will become important features of what we do together.

The essentials of our life together in worship, fellowship and service will remain similar – just experienced in different ways for the new world that lies beyond. As I said in my last report:-

“As we come through this pandemic life will be quite different. To face this in a positive way, I am suggesting that we use the previous Mission Action Plan as a reminder of our previous ideas and use it to move towards thinking about these four areas, both as individual parishes and as a Benefice. To create a simpler shorter document that keeps us focused, is realistic and achievable and, most importantly, recognises that we have an ever-decreasing small group of active people doing much of the work.

1- Congregational Renewal : Facilitate the growth of the Church in numbers and depth of discipleship, through reinvigorating our worship, ensuring we have inclusive liturgy, nurturing each other, and keeping connected.

2- Commerce : Generating finance via enterprise, and creatively extending mission.

3- Culture : Understanding and promoting our heritage as being part of a worldwide Anglican church through art, music etc, re-imagining the Christian narrative for the present and sharing it.

4- Compassion : Our values empowering congregations to be involved with compassion for our world, our community, ourselves and each other.”

Please consider which area you might be able to contribute to!”

In so many ways we are in good shape! We are open to face whatever awaits us! However we have a number of challenges to face in the year ahead. I know how many of you are struggling, some are anxious, some have been damaged by Covid-19, directly or indirectly. I know we will continue to support and encourage one another, particularly the most vulnerable amongst us.

We must continue to be kind, to be patient, to exercise self-discipline for the sake of others, to forgive one another when the pressures make us act out of character, to cling on to the hope that is within us for the sake of the world, to make sacrifices where necessary for the common good.

In other words, we must be ‘Christlike’! There have been many wonderful examples of this from all of you during these difficult days, and I give thanks and praise to God for every single one of you and for all that he has done in and through you during this ‘wilderness year’.

It was through their travels in the wilderness that the people of Israel found God and learned to be his people. It was during his time in the wilderness that Jesus learned to be the Son of God. We too will emerge from the wilderness of 2020/21 to a better, stronger, more focused, more faithful people, ready to serve God, one another, and our community in the promised land that lies beyond. Thank you, all of you, for your support and encouragement.

Your Vicar and friend, Rev’d Fiona

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Achievements and Performance - Review of the year

Covid 19 Pandemic From the start of the first national lockdown on 23rd March, and for the rest of the year, all our normal activities were severely disrupted by the many (and frequently changing) rules imposed by both the national government and the church authorities. For most of the remainder of the year worship services, weddings and funerals in church were not permitted, committees could not meet in the normal way, and all normal activities in the Church Hall were prohibited. When worship services were allowed, for a very few weeks in the autumn, social distancing had to be maintained, records of those attending had to be kept, and no singing was permitted (except by a small choir). All of these restrictions had a severe effect on the life of the church, and also on our finances.

Fortunately, we were able to mitigate these effects by the use of the Zoom video-conferencing platform, which allowed us to hold virtual services, and also virtual committee and PCC meetings. With the exception of only a very few, all of our members had access to computers or mobile phones, and so were able, in this way, to continue playing their part in church life.

Clergy Rev’d Fiona Weaver continued to lead and inspire us throughout the year.

Worship and prayer A range of services are offered, during the week and over the course of the year, that we hope our community find not only helpful and reassuring but also inspiring and challenging. Our pattern of regular worship continued unchanged from that followed throughout 2019, until all worship within the church building was prohibited. There were no weddings, wedding blessings, baptisms or funerals at St Swithun’s during 2020.

Music Gillian Hope continued to play at our services at the start of the year, and again during the six weeks when services in church resumed.

House Groups The Thursday evening house group intended to meet weekly during Lent, but only managed one meeting before Covid-19 restrictions made further meetings impossible. Regular monthly meetings resumed, using Zoom, at the end of April, and continued for the rest of the year (except December). Towards the end of the year the York course ‘Caring for Creation’ was started.

Children and Youth Messy church began lock down with simply sending out monthly craft ideas and then progressed to online craft sessions via Zoom. These have proved to be fun and much less mess for leaders to clear up!

Friday Café The Friday Café ceased operating when Covid-19 restrictions caused the termination of the ballet classes in the hall. It was not able to restart during the Autumn term.

Pastoral Care Reverend Fiona continued to visit Purley View and Amberley Lodge Nursing homes, when allowed in 2020. Members of the Singing Group have been unable to visit Homes in 2020. Pastoral Committee supports Fiona in making contact with people who are in need.

St Swithun’s has had, for many years, a special relationship with the residents of Carlene House and Manor House (residences for adults with learning difficulties or special needs). Many of the residents have regularly attended our Sunday services, and social events. All these contacts had to be discontinued with the arrival of the Covid-19 pandemic, although a few of the Carlene House residents were able to use Zoom to join our on-line Sunday worship.

As well as the Pastoral Committee, many members of the congregation also participate in all aspects of Pastoral Care including the Parish Links scheme which has been running for 26

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years. Many of the original Links still deliver the Parish Newsletter twice a year, and also Christmas Services cards. These are important aspects of the Church's Pastoral outreach to the whole Parish. However, the number of Parish Links is dwindling with resignations owing to relocation or infirmity. Therefore, more volunteers from the Congregation are sought for each distribution.

Safeguarding Children and Vulnerable Adults Jenny Blair-Ford continues as our Safeguarding Officer . Safeguarding is a standing item on the PCC’s Agenda and as such is discussed at every meeting. The PCC has complied with the duty under section 5 of the Safeguarding and Clergy Discipline Measure 2016 (duty to have due regard to the House of Bishops’ guidance on safeguarding children and vulnerable adults).

The Ladies’ Circle Because of Covid, the Ladies’ Circle has not met since before Easter 2020. They hope to be able to get back together again when it is safe. Numbers will, it is thought, be somewhat reduced with several members moving away and the sad passing of some members of long standing.

The Christmas Parcels Scheme has been operating for over 40 years, supporting people in need in poorer areas of Southwark Diocese by distributing parcels of food, vouchers, toys and gifts. Damaris Weller coordinated this effort but the practicalities were complicated by Covid restrictions. Instead of one Packing Morning, a rota of volunteers worked individually for 90 minutes each, achieving 67 parcels for 84 adults and 39 children. Coplestone Refugee Centre requested trays of groceries for Peckham Food Hub instead of family parcels (Redhill Food Hub helped with extra tins). Surplus toys went to the Salvation Army.

Night Shelter This year St Swithun’s were unable to host the shelter for the full period due to the pandemic. We only opened overnight for 4 Friday’s at the end of February and beginning of March, welcoming up to 14 homeless guests into the church hall. They were each given a warm welcome; a hot dinner; a bed for the night; a cooked breakfast the following morning; and a sandwich lunch to take away when they left at around 8 a.m.

Purley Food Hub was started by Churches Together in Purley & Kenley in January 2013, operating from Purley URC. St Swithun’s congregation continue to support this, our members making weekly contributions. Damaris Weller coordinates our donations. The Vicar has been assisting the Hub as a driver, and has been appointed as a trustee of the charity.

Communications During 2020, the Communications Group did not meet, due to Covid-19 restrictions and consequential lack of usual activities for communicating. There were, therefore, no general distributions of Newsletters and Church festival notices to the community via Parish Links. The limited Group activity during the year included: updates to the website, St Swithun’s Facebook site, church notice boards were maintained and posters were produced. The Gmail emailing facility stswithunspurley@gmail.com was maintained and comprised our main avenue of communication during the year.

Social Committee The Film Club was active at the beginning of the year, and films were shown in the Carter Room (with refreshments), however this and other planned social activities came to an end with the start of the first national lockdown. They remained in abeyance until the end of the year, with no early prospect of a resumption.

Ecumenical Relationships The church is an active member of Churches Together in Purley and Kenley, our local ecumenical church grouping. Hazel Collis has, until this year, represented St Swithun’s in the lay group. Activities organised by CTPK include the Week of Prayer for Christian Unity, Good Friday Walk of Witness, an open-air Sunrise Service on Easter Day, Scones and Songs of Praise, and the Purley Food Hub. With the exception of the

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Purley Food Hub, these activities did not take place in 2020 because of the Covid-19 restrictions.

Electoral Roll The roll underwent its annual revision in 2020 and the revised roll consisted of 55 names. This was a net loss of 4 names since the previous year.

Deanery Synod Two members of the congregation were elected to sit on the Croydon South Deanery Synod, for a three-year term. This provides the PCC with an important link between the parish and the wider structures of the church.

Buildings and Grounds Maintenance As with all other aspects of church life, the work of the Fabric Committee was greatly affected by the Covid-19 pandemic, and the resulting restrictions on our activities. All activities in the Church Hall were halted with the first lockdown, and the income from rentals also ceased. It was therefore decided early in March that all work on both buildings, except for essential maintenance, should be put on hold.

At the end of June, Nick Mottram tendered his resignation as chair of the Fabric Committee, due to an impending move of house, together with a need for many improvements to the new home. It is hoped that Nick will be willing to resume the chair once sufficient progress has been made with the work on the new home.

In the Church , as noted in last year’s report, the planned improvements to the sound system were carried out early in 2020, but we were only able to enjoy the improvement on a few occasions before the church was closed due to the pandemic, and then again for a few weeks in the autumn when we were able to resume some services – until the second lockdown intervened. The planned repair and redecoration of the ceiling of the nave remain on hold.

The five-yearly inspection of the electrical system was carried out by Skilton Electrical. No faults requiring immediate or urgent attention were found, but a few faults do need attention and some require further investigation. These will all be addressed in due course.

In the Church Hall, despite some progressive easing of lock-down restrictions during the summer, there was no resumption of activities until the second week of September, when Penny Parks ballet school was able to start its Autumn Term. In order to avoid mingling of incoming and outgoing students during the changeover between classes, a one-way system was instituted whereby students leaving were required to exit via the patio doors and use the fire-escape path. This required some urgent repairs to the handrail, and extra external lighting to ensure safe use of the path after dark. The start of the second national lockdown on 5th November meant that the ballet classes had to be terminated, having only functioned for six weeks of the planned ten-week term. The hall remained out of use for the remainder of the year.

Late in August a failure in the water supply pipe between the meter and the building was detected. As excavation to locate the point of failure was not practicable, a new supply pipe was installed, just two days before the start of the ballet classes.

In the Grounds , due to Covid-19 restrictions, and sometimes inclement weather, the garden maintenance group was only able to meet as a group on a few occasions. Members of the group have, however, worked on their own as opportunity arose. As a result of their combined efforts, and those of our paid gardener Brian Flynn, the grounds have been maintained in reasonably good condition throughout the year.

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A safety inspection of all mature trees in the grounds was due to be carried out in 2020, but the contractor selected failed to carry out the work. An alternative contractor will now be sought.

Financial Review

The financial statements for 2020 (which accompany this report) show clearly that the lockdowns and other restrictions, both on our own church activities and on the use of the Church Hall by renters, have resulted in some serious damage to our finances.

The most significant result to note is that there was a deficit in the General Fund of nearly £10,000 (Note 5 to the Financial Statements). In other words, our regular income (from pledged giving, collections at services, other donations, hall rents, and income tax refunded under the Gift Aid scheme) was £10,000 less than our expenses of operating as a church. Our expenses, of course, include our largest single expense item - our contribution of £44,000 to Southwark Diocese’s Parish Support Fund, which is our contribution to paying the total costs of sustaining the clergy across the diocese – salaries, pension contributions, housing costs, and training.

We are fortunate in having fairly substantial reserves. Other parishes in the diocese are not so blessed, and many have found it impossible to continue to pay their contributions to the Parish Support Fund in full. Bearing this in mind, and knowing also that the financial reserves of the diocese itself are not as large as they would like, we felt that reducing our own payments was not an option we should take. Some of the smaller items of expenditure, like gas, electricity and cleaning bills, were of course reduced, but while the total outgoings from the General Fund were reduced by £6,400, our total income fell by £19,500.

This is the first time in more than thirty years (and quite possibly the first time ever) that we have had a deficit in the General Fund. In normal years we expect to have a surplus of £4,000 to £6,000, and this is used to pay for major maintenance of, and improvements to, our buildings, and to help fund our annual donations to charities. The reversal of this surplus into a £10,000 deficit has serious implications for the future.

The largest component of our loss of income was the income from hall lettings. This income (after deduction of hall running costs) fell by £12,500. There was also a fall of £5,000 in pledged giving receipts, and of £1,400 in collections at services. It is pleasing to be able to say that, for the most part, the pledged giving contributions made by Standing Order have continued unabated throughout the year. The only exceptions to this were a few members living some way outside the parish who, having had to give up driving due to advancing years, felt they needed to transfer their attendance and financial support to their local parish churches, which were within walking distance of their homes. Pledged giving contributions made by members using the weekly envelopes did fall, by nearly half - a loss of £700.

Two points come out of all this.

Given the continuing uncertainty as to when we will be returning to anything like normality, it has seemed rather futile to try to prepare budgets for 2021. We will continue to avoid any unnecessary expenditure, and to proceed on the basis that our reserves remain adequate, if depleted. Ballet classes have already been able to restart, with the prospect of a full summer

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term, and one other regular user has restarted. In July 2020, at a time when it was still reasonable to hope that things would be returning to normal by the end of the year, we pledged a 2% increase in our contribution to the Parish Support Fund in 2021. We are continuing to make our full contributions, with reasonable confidence that this will remain possible throughout the year.

Financial Risk Management

The financial risks facing the PCC were discussed by the Stewardship and Finance Committee during 2016. The controls which are in place to manage those risks were also reviewed. The conclusions of this review were outlined in our earlier report dated April 2017. A further review should be carried out during 2021.

Policy on Reserves

The PCC’s policy on Reserves was fully explained in our earlier annual report dated April 2010. There have been no changes to that policy

Approved by the Parochial Church Council on 5th May 2021, and signed on its behalf by:

Rev’d Fiona Weaver,

Vicar of the United Benefice of St Swithun, Purley, and St Mark, Woodcote

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Independent Examiner’s Report to the PCC of St. Swithun’s Church, Purley

I report on the accounts for the year ended 31st December 2020, which are set out on pages 11 through 21.

Respective responsibilities of the members of the Parochial Church Council (PCC) and of the Independent Examiner

As the members of the PCC you are responsible for the preparation of the accounts; you 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. It is my responsibility to:

Basis of Independent Examiner’s Statement

My examination was carried out in accordance with the General Directions given by the Charity Commission.

An examination includes a review of the accounting records kept by the PCC and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from you as trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in a full audit, and consequently I do not express an audit opinion on the accounts.

Independent Examiner’s Statement

In connection with my examination, no matters have come to my attention:-

Andrew Harker, FCCA 57, The Fieldings, Southwater, Horsham, W. Sussex RH13 9LZ

26th May, 2021

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St Swithun’s Church, Purley

Financial Statements for the Year Ended 31st December 2020

Statement of Financial Activities for the year ended 31st December, 2020

Unrestricted Restricted Endowment Endowment Total Funds
Funds Funds Funds 2020 2019
Incoming Resources £ £ £ £ £
Incoming resources from donors
- pledged giving 25520 25520 30526
- other collections at services 327 351 678 2263
- income tax recoverable 6836 264 7100 8170
- donations 1121 767 1888 5175
- legacies
Incoming resources from activities
- fees, magazine, rent, refreshments 1054 1054 2087
- hall lettings 9974 9974 25490
- fund raising activities 688 688 3041
Incoming resources from investments
3900		 50 3950 4060
Other income 1400 1400
Total incoming resources 48732 3520 52252 80812
Resources Expended
- costs of fund-raising 162 162 332
- grants 6396 6396 6479
- costs directly relating to the
work of the church;
(i) diocesan assessment 44040 44040 43600
(ii) other recurring expenses 13814 13814 21034
(iii) fabric and equipment 9653 9653 18720
- governance costs 200 200 252
Total resources expended 67707 6558 74265 90417
Net incoming resources -18975 -3038 -22013 -9605
Transfers between funds -6676 6676
Gains on Investments(unrealised) 6917 1158 8075 18502
Net Movement of Funds -18734 3638 1158 -13938 8897
Balances brought forward 141491 10595 16840 168926 160029
Balances carried forward 122757 14233 17998 154988 168926

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St Swithun’s Church, Purley

Financial Statements for the Year Ended 31st December 2020

Balance Sheet as at 31st December 2020

Fixed Assets
Tangible fixed assets(see Note 2):
Investments
Central Board of Finance (CBF)
Investment Funds - at market value
Richards Trust - Investments at market
value
Total fixed assets
Current Assets
Sundry Debtors (see Note 3)
Cash at Bank - Current
United Trust Bank - Deposit
Central Board of Finance - Deposit
Total current assets
Total Assets
Current Liabilities
Sundry Creditors (see Note 4)
Total current liabilities
Total Assets less Current Liabilities
Funds Employed(see Note 5)
Unrestricted funds
Restricted funds
Endowment funds
Total funds employed		 2020
£
£
0
107493
17998
125491
6101
5715
21355
2969
36140
161631
6643
6643
154988
122757
14233
17998
154988		 2019
£
£
0
100577
16840
117417
16730
5599
30753
5103
58185
175602
6676
6676
168926
141491
10595
16840
168926		 2019
£
£
0
100577
16840
117417
16730
5599
30753
5103
58185
175602
6676
6676
168926
141491
10595
16840
168926
6101
5715
21355
2969		 16730
5599
30753
5103
6643 6676
175602
6676
122757
14233
17998		 141491
10595
16840
168926
168926

Approved by the Parochial Church Council on 10th February 2021, and signed on its behalf by:

Rev’d Fiona Weaver, Vicar Robert Page, Treasurer

The notes on pages 13 through 21 form part of these financial statements.

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St Swithun’s Church, Purley

Financial Statements for the Year Ended 31st December 2020

Note 1: Accounting Standards and Policies

The accounts have been prepared using the accruals method of accounting. Their presentation incorporates the 2015 Statement of Recommended Practice (“SORP”) and the Financial Reporting Standard 102 (“FRS 102”) for Charities.

The statements have been prepared following the model set of accounting policies given in the Guidance Notes issued by the Diocesan Accounts Group, with the following variations:

Note 2: Tangible Fixed Assets

The tangible fixed assets of the PCC comprise the freehold land and building of the Church Hall. No value is placed on the Church Hall, since the PCC considers it to be inalienable property, based on functional considerations.

Note 3: Debtors 2020 2019
Pre-payments for goods and services 0 46
Accrued income 101 286
Income Tax recoverable 6000 15748
Other debtors 0 650
£6101 £16730
Note 4: Creditors 2020 2019
Deferred income 0 0
Creditors for goods and services 331 347
Other creditors 6312 6329
£6643 £6676

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St Swithun’s Church, Purley

Financial Statements for the Year Ended 31st December 2020

Note 5: Specific Fund Balances at 31st December 2020

Unrestricted Funds
See
Note
General Fund
6
General Reserve
below
Fabric Reserve
9
Social Committee Fund
below
Charities Fund
below
General Purposes Legacies Fund
12.1
Lionel Ralph Legacy
12.2
Rev Donald Broad Legacy
12.3
Restricted Funds
Charities Fund
11
Pilgrim Fund
below
Organ Fund
10
Christmas Parcels Scheme
8
Endowment Funds
Richards Trust
12.4		 2020
£
£
0
2864
3072
61444
39786
15591
122757
6109
7625
499
14233
17998
154988		 2019
£
0
12545
4452
793
5883
66162
37226
14430
6109
7625
499		 141491
2707
7575
313
10595
16840
168926

Note:- The General Reserve has been debited by £9681 to balance the deficit on the General Fund.

The Social Committee Fund and the Pilgrim Fund have both been closed, and their balances transferred to the Charities Fund.

The Charities Fund has been redesignated as a Restricted Fund because fund-raising activities organised for its benefit are generally promoted on the basis that all proceeds will go to charities.

Note 6: General Fund Account

The General Fund receives directly all income of the PCC, only excepting donations made in support of external charities, proceeds of fund-raising events, and investment income generated by moneys held in certain other funds. All running and routine maintenance expenses of the church’s buildings and grounds are charged to the fund, together with all expenses related to worship and the clergy, and the annual contribution to the Parish Support Fund of the Diocese of Southwark. The surplus of income over expenditure in the fund each year is transferred to the Fabric Reserve.

14

St Swithun’s Church, Purley

Financial Statements for the Year Ended 31st December 2020

Note 6: General Fund Account

Income
Pledged giving
Income tax recoverable
Church collections
Donations
Total - Income from donors
Interest & Dividends
Hall rental income (net of expenses – Note 7)
Rent (Carter Room & church)
Fees
After-service refreshments & Friday café
Total - Income from trading
Total Income
Expenditure
Outside giving – transfer to Charities Fund
Total - Grants
Clergy expenses
Church upkeep -
Insurance
Heating and lighting
Cleaning
Organ & piano maintenance
Minor repairs & maintenance
Church Services-
Chancel expenses
Organists, music, choir
Christian education expenses
Printing, postage & stationery
Conferences and special events
Grounds
Sundry
Magazine -
Printing, paper & postage
Churches Together in Purley & Kenley
Total - Church running expenses
Parish Support Fund
Stewardship expenses
Governance
Total expenditure
Deficit, balanced by transfer from General Reserve
Surplus, transferred to Fabric Reserve		 2020
£
25520
6836
327
1121
33804
3540
4675
763
192
100
5730
43074
740
2339
1062
459
314
914
357
674
0
690
0
570
214
62
120
8515
44040
0
200
52755
-9681
43074		 2019
£
30526
6866
1759
550		 2019
£
30526
6866
1759
550
4675
763
192
100		 17275
1312
395
380		 39701
3555
19362
2500
62618
740
2339
1062
459
314
914
357
674
0
690
0
570
214
62
120		 664
2399
1497
610
257
1308
1155
2092
29
1778
73
590
236
0
132		 2500
12820
43600
0
252
59172
3446
62618

15

St Swithun’s Church, Purley

Financial Statements for the Year Ended 31st December 2020

Note 7: Church Hall Income & Expenses

Income
Income from lettings
Total income
Expenditure
Gas & Electricity
Water
Cleaning
Gas appliance servicing & repair
Fire precautions
Music reproduction licence
Minor repairs and sundry
Total expenditure
Net Income		 2020
2019
£
£
£
9974
25490
9974
25490
1869
3094
277
334
1937
4004
415
370
0
111
73
71
728
231
5299
8215
4675
17275
1869
277
1937
415
0
73
728

Note 8: Christmas Parcels Scheme Account

The Christmas Parcels Scheme aims to bring a little Christmas cheer to needy families and individuals in the poorer parts of the Diocese by providing gift packages of toys, treats and vouchers.

Income
Donations
Income tax recoverable
Total income
Expenditure
Groceries, vouchers, coins etc
Net income
Balance brought forward
Balance as at 31st December 2020		 2020
2019
£
£
£
767
625
192
180
959
805
773
651
186
154
313
159
499
313

16

St Swithun’s Church, Purley

Financial Statements for the Year Ended 31st December 2020

Note 9: Fabric Reserve Account

The Church Fabric Reserve exists to provide funding for the cyclical maintenance needs of, and if possible for significant improvements to, the church’s buildings, furnishings and grounds.

Income
Transfer from General Fund
Total income
Expenditure
Replacement of water supply pipe
Refurbishment of lower hall toilet
Felling and removal of dead trees
Replacement of four external notice boards
Total expenditure
Net expenditure (income)
Balance brought forward
Balance as at 31st December 2020		 2020
2019
£
£
£
0
3446
0
3446
1380
3790
480
3670
1380
7940
1380
4494
4452
8946
3072
4452
1380

Note 10: Organ Fund Account

The Organ Fund is based on a single generous donation made to provide funds for improvements to or major overhaul of our fine but ageing organ. The Fund is of course open to further donations.

2020 2020 2019
£ £ £
Income
Interest 50 50 145
Expenditure 0 0
Balance brought forward 7575 7430
Balance as at 31st December 2020 7625 7575

17

St Swithun’s Church, Purley

Financial Statements for the Year Ended 31st December 2020

Note 11: Charities Fund Account

The PCC has set a target for its charitable giving. This is to give each year to charitable causes an amount equal to one tenth of the General Fund income. This target has generally been achieved in most years. Proceeds of fund-raising events such as the annual Plant Sale and the Patronal Festival barbecue are credited to the fund, together with any donations made specifically to the Fund. Additional moneys, sufficient to enable the target to be achieved, will be transferred from the General Fund to the extent that this is prudent.

Income
Grant from General Fund
Musical Evening
Plant Sales
Parish barbecue (Patronal Festival)
Fish-and-chip supper evening
Shrove Tuesday lunch
Community Cinema
Souper Lunches
Other
Balance transfer from Pilgrim Fund to close
account
Balance transfer from Social Committee
Fund to close account.
Cancelation of accumulated debt to St
Nicholas, Trincomalee
Total income
Expenditure
Expenses of fund-raising events
Donations to charities from 2019 funds (see
note 13.1)
Total expenditure
Net income
Balance brought forward
Balance as at 31st December 2020 -
available for distribution(see Note 13.1)		 2020
2019
£
£
£
2500
755
420
1111
556
304
79
140
219
100
28
17
793
2707
1400
5588
5541
162
332
5200
5200
5362
5532
226
9
5883
5874
6109
5883
162
5200

18

St Swithun’s Church, Purley

Financial Statements for the Year Ended 31st December 2020

Note 12: Legacy Funds

12.1 General Purposes Legacies Fund

All legacies received for the general purposes of the PCC are placed in the General Purposes Legacies Fund. It is the policy of the PCC that these funds should be reserved for significant improvements to the church buildings, grounds and furnishings, or to finance developments in the church’s mission. Income generated by the funds is credited to the General Fund.

Income
Donation – in memoriam Susan Zenthon
Income tax recoverable
Total Income
Expenditure
Improvements to sound system
Sealing seams in church copper roofing
Total expenditure
Net expenditure
Increase in value of CBF Shares to
31.12.20
Balance brought forward
Balance as at 31st December, 2020		 2020
2019
£
£
£
4000
1000
0
5000
8273
10780
8273
10780
8273
5780
3555
8146
66162
63796
61444
66162
8273

12.2 Lionel Ralph Legacy

Balance brought forward (market value of
investments at 31st December 2019)
1942 shares, CBF Investment Fund
Increase in value of investments
Increase in value of CBF shares to 31.12.20
Balance as at 31st December 2020		 £37227
£2559
£39786

19

St Swithun’s Church, Purley

Financial Statements for the Year Ended 31st December 2020

Note 12: Legacy Funds (continued)

12.3 Rev. Donald Broad Legacy

The legacy from Rev’d Donald Broad was assigned by the P C C to set up a bursary fund for discretionary use by the P C C to assist with training or travel costs for clergy or laity on church business, and to assist younger members travelling abroad for charitable purposes.

Income
Dividends received
Interest received
Total income
Expenditure
Total expenditure
Net Income
Increase in value of CBF Shares to
31.12.20
Balance brought forward
Balance as at 31 December 2020		 2020
2019
£
£
£
349
339
11
22
360
361
0
0
0
360
361
801
1836
14429
12232
15591
14429
0

12.4 Richards Trust

Balance brought forward (market value of
investments at 31st December 2019)
878.49 shares, CBF Investment Fund
Increase in value of investments
Increase in value of CBF shares to 31.12.20
Balance as at 31st December 2020		 £16840
£1158
£17998

Note: The investments are held by the South London Church Fund and Southwark Diocesan Board of Finance, acting as Custodian Trustee

20

St Swithun’s Church, Purley

Financial Statements for the Year Ended 31st December 2020

Note 13: Outside giving in 2019/20/21

13.1: Donations made from Charities Fund

Church Mission Society
Purley Overseas Trust
Croydon MIND
Children’s Society
Queen Elizabeth Foundation
Mary’s Meals
Purley Youth Project
St Nicholas Church, Trincomalee
Total
Available for distribution (Note 11)
Balance to be carried forward		 To be made
in 2021 from
2020 income
£
£
600
600
600
600
600
600
1600
5200
6409
1209		 Made in 2020
from 2019
income
£
£
600
600
600
600
600
600
1600
5200		 Made in 2019
from 2018
income
£
£
600
600
600
600
600
600
1600
5200

13.2: Donations made from Special Collections

Bishop of Southwark’s Lent Call
Royal British Legion Poppy Appeal
St Mungo’s
Nightwatch
Christingle
Total		 2020
£
£
363
60
423		 2019
£
£
331
15
140
141
627

21