St. Swithun’s Church Purley
Report and Financial Statements of the Parochial Church Council for the Year Ended 31st December 2021
Registered Charity No. 1130779
May 2022
St Swithun’s Church, Purley
Report of the Parochial Church Council for the Year Ended 31st December, 2021
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 Priest in Charge of both parishes 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 2021 and the date of approval of this report are:
Vicar & Chairperson Rev’d Fiona Weaver Churchwarden Ms Hazel Game Mrs Doreen McCollin until 9th May 2021 Deanery Synod Representatives Mr Paul Sandford Mr John Yorke Elected Members Mrs Evangeline Alli Mrs Jenny Blair-Ford Mr Charles Blair-Ford Mrs Patricia Hardie from 9th May 2021 Mrs Joyce Joko-John Mrs Doreen McCollin from 9th May 2021 Mr Robert Page Treasurer Dr Anne Rourke
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 Rev’d Fiona Weaver Communications Paul Sandford Fabric Vacant Hall Robert Page Pastoral Vacant Social Anne Rourke 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 2022
Let us hold unswervingly to the hope we profess, for he who promised is faithful. And let us consider how we may spur one another on toward love and good deeds, not giving up meeting together, as some are in the habit of doing, but encouraging one another—and all the more as you see the Day approaching.… Hebrews 10 v 23-25
At its heart I believe the Vicar’s report for an APCM is about looking back over the past year and giving thanks. I am blessed that I have so much to give thanks for, so many of you give of your time, talent and gifts to our community of faith in so many different ways.
Despite starting the year in lockdown, thankfully the government regulations recognised the importance of the church’s ability to offer spiritual support to communities and individuals. This
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meant our church remained open for public worship throughout the year, this was hard work at times but definitely worth it. The numbers attending services fluctuated as Covid infection rates rose and fell. We constantly had to adjust what we did, sadly that meant cancelling all the parade services at St Mark’s. The 8 am BCP service on Sundays was also cancelled. However we now have a Tuesday morning BCP service at 11 am at St Mark’s each week alongside the Wednesday 9.30 am service at St Swithun’s. We continued to implement the Covid guidelines - such as social distancing, mask wearing, receiving communion in one kind etc - and those restrictions remained in place for much of the year. Some will continue in force - like wearing a mask at the altar and keeping the bread and wine covered. Congregational singing was not allowed for many months, but thankfully the singing group were able to enhance our worship.
These measures were reviewed regularly by Hazel and myself, along with the PCC, to ensure St Swithun’s continued to be a welcoming supportive and safe environment for all who wished to worship as part of our community. I am indebted to Hazel who has served us all faithfully and valiantly as our churchwarden and helped to steer us through some difficult and complicated times. Personally, her sound advice when yet another set of guidelines came along or a sensitive situation needed discussion, has been invaluable, as has our sense of humour which helped us both get through a number of testing situations.
I am thankful for each member of the PCC and Standing Committee who have persevered with the challenge of Zoom meetings, which have given us some interesting moments and lively debates. Thanks to Paul Sandford, as secretary, for preparing agendas and taking minutes - not an easy task via Zoom. Also, as we have seen in the accounts, hall revenue is vital and we owe Val Mottram our thanks for her major juggling act in managing the diary and all related hall issues.
I continue to appreciate the ministry of our Lay Reader, Julian Pearcey, who has continued to be supportive and understanding. His sense of humour, wise counsel and organisational skills have, on more than one occasion, kept my sanity. Although I am not sure what effect I have on his! I continue to be grateful that I do not need to preach every week and I am sure you are too! Julian Pearcey and Richard Gunning both give us much food for thought with their excellent sermons. I am also grateful for their liturgical input.
As you know, finding cover is never easy, and knowing that when I am on leave there are a number of you who are able to step up and lead Morning Praise in my absence is reassuring and comforting. So thank you Joyce, Robert and Hazel and also to those who ensure there is some form of Morning Prayer on a Wednesday in my absence. Whilst I am on liturgical matters, I am indebted to those who lay up and clear up so I can simply appear on Sunday and preside.
Gillian Hope continues to share her expertise with us and has developed the singing group and given us more confidence in trying some new settings/music – a true blessing.
I am of course deeply thankful for those many members who behind the scenes, usually unseen and unsung, carry out the thousand and one tasks of the Kingdom. In flower arranging and watering, litter picking in the church grounds, organising social events, polishing and cleaning, visiting, security checks, tasks of administration - the list is endless. They are small things done in love and service which bring us daily nearer to God. I am always mindful that both the outside and the inside of our building, including our church grounds, speak a message to all who pass by. It speaks volumes if a place is obviously loved and valued - it tells people that we care about this sacred space. When you undertake these small but valuable tasks, you are proclaiming the Kingdom! There is always work to be done in the garden!
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I am, as ever, appreciative of the amount of work that is reflected in the Annual Report. I am grateful for the dedication of Robert for compiling it and for his management of our finances. It is important that we all take time to read it fully and give thanks for the time, effort and energy that goes into keeping our church functioning as well as it does. They represent a slice of the life of our parish and offer much to give thanks for. However, they also challenge us as they do raise questions about our long-term sustainability. I am looking forward to developing new ways we can connect with and serve our community.
Outside the benefice I continue to serve on the Deanery Leadership Team, and I have been elected again to serve on the Diocesan Synod. I was also elected on to the Diocesan Council of Trustees. As much as possible I have taken part in the Churches Together Ministers Group and am a Trustee of the Purley Food bank. I continue as a Governor at The Minster Primary and Nursery school. I am also chair of Trustees for TOCH and All Hallows Trust. These activities give me a wider perspective of ministry.
As I look back over the past year I do so from the perspectives of lament and thanksgiving, and I am also mindful that next year I will have been here 10 years! I lament all that has not happened that I hoped would, and all that we have lost during the pandemic, and I give thanks for all that we are beginning to do again and the new opportunities that we need to embrace. While it is so important to lament and confront all we have lost, we must not be in a rush to return to the church we once were.
Looking forward, God is calling us to be the church we’ve never been before. There won’t be room for new ideas and projects to grow if we simply go back and try to restart everything, we used to do in exactly the same way. That’s not to say we won’t restart some of the things we used to do, but it is to say that we need more time to reflect and pray together about how we think God is speaking to us, and how things need to change. This is our challenge, as we move into the ‘new normal’:
What kind of church do we want to be? What kind of Church can we be? What have we learned coming out of the pandemic?
I would like us to have some space for further reflection, conversation, discussion, and consultation, hearing your views on the best way forward from here, and how we might allow these seeds to grow. I believe one of our key strengths is that we are a Benefice of two very different parishes. This is a joy and a challenge for me! I pray that we can make the most of that richness, and we must learn from what is done well in each place. The other side of the coin is that at times our differences can make the tasks of administration and planning more challenging. I spend too much time and energy simply ‘managing’ the gaps and trying to balance my time and energies between the two parishes and duplicating work. However, I believe we are working towards better ways of planning and sharing information that preserve and enhance our diversity whilst at the same time reducing the gaps.
We need to make a slow and gradual recovery from this pandemic - for the sake of everyone’s wellbeing, mine included. I believe we need to look to the future, not dwell in the past but learn from it. We need to nurture the seeds that have been sown over the past year and allow space for them to grow. I think we need to ask ourselves: who isn’t currently part of this conversation, and how can we include them? Also to set aside conscious and intentional time to pray for the wisdom and guidance of the Holy Spirit. As the prophet Isaiah writes: “See, I am doing a new thing! Now it springs up; do you not perceive it? I am making a way in the wilderness and streams in the wasteland.” (Isaiah 43.19).
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As we lament the past year, let us also give thanks for the new things that God is doing in the life of St Swithun’s. I know I cannot do this alone, all of us need to play our part. Whatever plans we might have, they are useless unless they are grounded in prayer. An exciting year is ahead, but only possible if we all play our part in bringing God’s kingdom here to Purley. As we look to the future, there is challenge and there is hope and anticipation. We are on an adventure together. Thank you so much to the wonderful community of St Swithun’s. I look forward to continuing to work together as we stabilise what has been started and look to what is to come.
Your Vicar, Fiona
Achievements and Performance - Review of the year
Covid 19 Pandemic As the New Year of 2021 opened we were still unable to hold services with a congregation in the church, but by this time we were able to hold virtual Agape services each Sunday, led by Rev’d Fiona from St Swithun’s via the Zoom platform. Finally, starting on Mothering Sunday (14th March) we were able to return to almost normal congregational worship in church. Social distancing had still to be observed by blocking off alternate pews; and the singing of hymns or the liturgy by the congregation was still not allowed. This last restriction was mitigated by the use of a feature introduced when the sound system was upgraded early in 2020. This allowed recorded hymns that had been downloaded onto a mobile phone to be played through the sound system speakers.
Worship and prayer When we were able to resume normal in-church services it was clear that the number likely to attend an 8 a.m. Sunday service in either St Swithun’s or St Mark’s was too small to justify the service, so our worship restarted with a single Sunday service in each church: a 9.15 a.m. Eucharist each Sunday at St Mark’s, and an 11a.m. service at St Swithun’s which, as before the pandemic, was a Eucharist service on the 1st, 3rd and 5th Sunday of each month, and a Morning Praise service on the 2nd and 4th Sundays. The midweek service at 9.30 a.m. each Wednesday also restarted at St Swithun’s with a small but faithful number of worshippers.
Children and Youth Numbers joining the Messy Church on-line sessions declined during the year. Eventually it was, with great regret, decided to call a halt to the sessions.
Music Despite the ban on singing, Gillian Hope resumed playing at our services from the start on Mothering Sunday, and continued throughout the year. We are also grateful to Michael Pilkington for continuing to stand-in for Gillian on the few occasions that she is unable to play. When congregational singing was allowed Gillian reconvened the singing group, to sing a hymn or anthem during Morning Praise and for monthly practice sessions prior to a Sunday service.
House Groups The Thursday evening house group started the year meeting monthly on Zoom. The frequency was increased to weekly during Lent, when we were joined by two additional members from St Mark’s. There was a break from June to August, but in September regular evening meetings in person were restarted on the last Thursday of each month.
Friday Café The Friday Café remained in abeyance throughout the year
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Pastoral Care The Pastoral team did not meet during the year due to Covid. Nevertheless pastoral care continued as necessary on an informal basis. A few residents of Carlene House, together with a carer, made a very welcome return to our 11 a.m. Sunday worship services once these had returned to normal.
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. There were no safeguarding incidents during the year, and 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 The Ladies’ Circle has not been able to restart its activities.
Our Christmas Parcels Scheme has been operating for over 40 years, and supports people in poorer areas of our Diocese. Damaris Weller has continued to co-ordinate this effort throughout the pandemic. Each year four charities receive boxes of food, presents and toys donated by the congregation on Gift Sunday, together with vouchers bought with money donated by kind parishioners of St. Swithun’s and St. Mark’s. This year, volunteer packers made up 66 parcels benefiting 76 adults and 38 children, destined for clients of Bede House, Age UK and Bermondsey Parish Church. In addition trays of tinned food, from St. Swithun’s and from Redhill Food Hub, were donated to Coplestone Day Centre, who created food parcels for their refugee clients and put the voucher money into their Hardship Fund.
Night Shelter The Floating Shelter was not able to operate during the winter of 2020-21. Instead ‘A Safer Place to Stay’ provided overnight accommodation for 5 homeless people in some well-equipped portacabins adjacent to Croydon University Hospital. Every Friday evening from the first week of April 2021 to the last week of October 2021 a team of volunteers from St Mark’s and St Swithun’s, coordinated by St Mark’s churchwarden Brenda Knight, prepared and delivered to the cabins a hot evening meal for 5 people and some cake.
Purley Food Hub continued to operate from Purley URC throughout the year, and members of the congregation continued to support this, our members making weekly contributions. Damaris Weller coordinates our donations. Rev’d Fiona has been assisting the Hub as a driver delivering food parcels during the pandemic, and has been appointed as a trustee of the charity.
Communications The Communications Group did not meet during 2021, 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. However both the parish website and St Swithun’s Facebook page were kept updated, 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 Some social events were planned during the year but then had to be cancelled because of the Covid pandemic, including the Parish Barbecue which is normally held at the time of our Patronal Festival – this had to be cancelled because of the limited number allowed to attend social gatherings. A Tea Party in aid of Christian Aid was held in the Carter Room in the autumn, and was well supported by both churches. At the end of the year, after some false starts, the Community Cinema was restarted in the Carter Room. A
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program of films for the first part of 2022 has been selected, and improvements to the blackout arrangements are in hand.
Ecumenical Relationships The church is an active member of Churches Together in Purley and Kenley, our local ecumenical church grouping. 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 Sunrise Service, these activities did not take place in 2021 because of the Covid-19 restrictions.
Electoral Roll The roll has had its annual revision prior to the 2022 APCM. The revised roll consisted of 50 names. This was a net loss of 3 names since the previous year.
Deanery Synod Our representatives on the Deanery Synod, Paul Sandford and John Yorke, were elected for a three-year term at our 2020 APCM. The Synod provides the PCC with an important link between the parish and the wider structures of the church. The synod met three times during the year. Rev’d Fiona was elected to be one of the synod two representatives on the Diocesan Synod.
Buildings and Grounds Maintenance Work on the fabric of the church and hall buildings has been restricted to essential work only, due to our difficult financial situation resulting from the Covid pandemic. As noted in last year’s report, the five-yearly inspection of the church’s electrical installations was carried out in December 2020, but was only invoiced in the following month, so the cost appears in this year’s Financial Statements. A number of items were identified as requiring attention, but none were classed as in need of immediate correction, and only one item has so far been addressed. This was the erratic behaviour of the light in the chuch north porch (which incorporates emergency lighting in the event of a power failure). This light unit has been replaced, together with some emergency lighting units in the church hall which had also stopped operating. We are most grateful to Gurmeet Kalsi for investigating the faults and carrying out the necessary repairs, while only charging us for the actual cost of the new lighting units installed. It is intended that investigation and correction of the remaining items will be carried out during 2022.
The only other significant problem arose during the annual gas safety inspection of the church and hall in December 2021, when a leaking drain was discovered, in the corner of the Carter Room kitchen. The leak was from the drain serving the kitchen sink and the hand basin in the adjacent toilet. Investigation revealed that the underground drain (including the drain from the Carter Room toilet), was severely blocked with roots that had infiltrated the sewer. There was further serious root ingress into two sections of the same drain adjacent to the south side of the Carter Room. Fortunately it was possible for a specialist drainage company to remove all the invading roots, and to line the affected sections of drain with a polyester lining so as to prevent further invasions, without needing to excavate the drains. The work was, however, a fairly major operation requiring the use of some expensive specialised equipment and materials, resulting in a total cost of £3600.
The gas safety inspection itself was, however, satisfactorily concluded, with no problems found, other than a slight leak in the gas supply to one of the overhead heaters in the church. The supply to that heater was disconnected and capped, and will be rectified in due course.
Other work which will be necessary during 2022 includes a repeat treatment of the west wall above the Carter Room with a water-repellent agent, and a safety check of all trees on the site for dead or decaying branches.
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Financial Review The Financial Statements for 2021 show (Note 6 on page 15) that, for the second successive year, there was a deficit of around £10,000 on our church’s General Fund account. (In other words, our income from all regular sources in 2021 was £10,000 less than our expenses.) In fact the deficit was a little greater than in 2020 - just over £10,000, whereas in 2020 it was £9,861. As in 2020, the main reason for the deficit was the continuing limitation of permitted activities in the hall due to the resurgence of Covid-19 infections, and the consequent loss of the rental income. The resumption of most activities in the hall did not begin to occur until October and November 2021, and the income from hall rentals (after deduction of expenses) was even lower than in 2020.
On a more positive note, the income from rental of the church itself (including the Carter Room) was £4,600 greater than in 2020. This income came from 3 sources. Late in 2020 Dr Richard Spice, a chiropractor/physiotherapist, started using the Carter Room for his clinics on Monday afternoons and Thursday mornings. He paid a total of £3648 in rent during 2021. The Carter Room was also used as a polling station on two occasions in 2021 – for the London Mayoral election and for the referendum on whether Croydon should have a directly-elected Mayor. Croydon Council paid us £1325 for these. And thirdly, in the autumn the amateur Gilbert & Sullivan group Utopians Unlimited were able to resume using the church for their choir rehearsals on Monday evenings, and contributed £390 in rental payments. While we may suffer some inconvenience when we cannot use our premises at a few particular times, the income generated by allowing others to use them from time to time is, at least for the short term, vital to our survival as a church with viable finances!
With a deficit on the General Fund there was no possibility of transferring funds to the Fabric Reserve or to the Charities Fund – which is what was done with the surplus on the General Fund in more normal times pre-pandemic. The cost of the electrical inspection of the church (mentioned in the Fabric Committee report) was charged to the Fabric Reserve, which was therefore reduced to a new low of £2,200. The £3,600 cost of the drainage work (also mentioned in the Fabric Report) had to be charged to the General Purposes Legacies Fund. It was also necessary to use that fund to balance the deficit on the general Fund (see Note 13.1 to the Financial Statements). During 2021, however, the Legacies Fund received two new legacies totalling £3,000, from the estates of Donald Bate and Gene Prestidge. In addition, the value of the shares in the Church Board of Finance Investment Fund (in which much of the Legacies Fund is invested) rose by nearly £8,000, and so the value of the Legacies Fund was only reduced by just under £3,000.
On the subject of the value of our investments, 2021 was a particularly satisfactory year. All our investments (the Richards Trust, the Ralph Legacy and the major part of the Broad Legacy as well as the General Purposes Legacy Fund) are placed in the same Church Board of Finance Investment Fund. The value of these investments rose by 14.3% (or just under £18,000 in total) during 2021. As a result, despite the £10,000 deficit in the General Fund, the total funds at our disposal rose by £11,000 (see the bottom line of the Statement of Financial Activities on page 11).
Prior to our APCM in 2021, a letter was sent to regular members of the congregation, pointing out the seriously depleted state of our finances and inviting one-off donations, or increases in pledged giving, in order to repair some of the damage done. We are grateful to all those who made a positive response. These included a small number of one-off donations which together totalled £3,000. This sum, together with the £750 income tax recoverable, has been credited to the General Reserve (see Note 10 to the Financial Statements on page 17). There were also some increases in pledged giving amounts, but the number of these was a little disappointing. Members of the Pledged Giving Scheme do need to review their donation from time to time, as otherwise the actual value to St Swithun’s will be steadily eroded due to inflation.
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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 was due during 2021, but has been postponed until 2022 due to Covid.
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 22 May 2022 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 2021, which are set out on pages 2 through 12.
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 his 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:
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examine the accounts under section 145 of the 2011 Act.
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follow the procedures laid down in the General Directions given by the Charity Commissioners under Section 145(5)(b) of the 2011 Act
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State whether particular matters have come to my attention.
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:-
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(1) which give me reasonable cause to believe that in any material respect the requirements
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to keep accounting records in accordance with section 130 of the 2011 Act; or
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to prepare accounts which accord with these accounting records, have not been met; or
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(2) to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.
19th May, 2022
Andrew Harker, FCCA 57, The Fieldings, Southwater, Horsham, W. Sussex RH13 9LZ
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St Swithun’s Church, Purley
Financial Statements for the Year Ended 31st December 2021
Statement of Financial Activities for the year ended 31st December, 2021
| Unrestricted | Restricted | Endowment | Endowment | Total | Funds | |
|---|---|---|---|---|---|---|
| Funds | Funds | Funds | 2021 | 2020 | ||
| Incoming Resources | £ | £ | £ | £ | £ | |
| Incoming resources from donors | ||||||
| - pledged giving | 24168 | 24168 | 25520 | |||
| - other collections at services | 1177 | 399 | 1576 | 678 | ||
| - income tax recoverable | 6780 | 170 | 6950 | 7100 | ||
| - donations | 3692 | 680 | 4372 | 1888 | ||
| - legacies | 3000 | 3000 | ||||
| Incoming resources from activities | ||||||
| - fees, magazine, rent, refreshments | 5739 | 5739 | 1054 | |||
| - hall lettings | 8685 | 8685 | 9974 | |||
| - fund raising activities | 819 | 819 | 688 | |||
| Incoming resources from investments | 3623 |
50 | 3673 | 3950 | ||
| Other income | 1400 | |||||
| Total incoming resources | 56864 | 2118 | 58982 | 52252 | ||
| Resources Expended | ||||||
| - costs of fund-raising | 168 | 168 | 162 | |||
| - grants | 1247 | 1247 | 6396 | |||
| - costs directly relating to the work of | ||||||
| the church | ||||||
| (i) Parish Support Fund | 44940 | 44940 | 44040 | |||
| (ii) other recurring expenses | 14704 | 14704 | 13814 | |||
| (iii) fabric and equipment | 4461 | 4461 | 9653 | |||
| - governance costs | 200 | 200 | 200 | |||
| Total resources expended | 64305 | 1415 | 65720 | 74265 | ||
| Net incoming resources | -7441 | 703 | -6738 | -22013 | ||
| Transfers between funds | ||||||
| Gains on Investments(unrealised) | 15377 | 2575 | 17952 | 8075 | ||
| Net Movement of Funds | 7936 | 703 | 2575 | 11214 | -13938 | |
| Balances brought forward | 122757 | 14233 | 17998 | 154988 | 168926 | |
| Balances carried forward | 130693 | 14936 | 20573 | 166202 | 154988 |
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St Swithun’s Church, Purley
Financial Statements for the Year Ended 31st December 2021
Balance Sheet as at 31st December 2021
| 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 Approved by the Parochial Church Council on Rev’d Fiona Weaver, Vicar |
2021 2020 £ £ £ £ 0 0 122870 107493 20573 17998 143443 125491 13719 6101 8469 5715 21355 3332 2969 25520 36140 168963 161631 2761 6643 2761 6643 166202 154988 130693 122757 14936 14233 20573 17998 166202 154988 16th February 2022, Robert Page, Treasurer |
|---|---|
The notes on pages 13 through 20 form part of these financial statements.
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St Swithun’s Church, Purley
Financial Statements for the Year Ended 31st December 2021
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:
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Funds raised by fund-raising activities are accounted for gross, except when proceeds of independently-organised events are handed over to the treasurer net of the organiser’s expenses;
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Individual items of equipment for use within the church premises or otherwise for the purposes of the PCC, and having a purchase price of £1600 or less, are written off when the asset is acquired.
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 | 2021 | 2020 |
|---|---|---|---|---|
| Pre-payments for goods and services | 0 | 0 | ||
| Accrued income | 0 | 101 | ||
| Income Tax recoverable | 12950 | 6000 | ||
| Other debtors | 769 | 0 | ||
| £13719 | £6101 | |||
| Note | 4: | Creditors | 2021 | 2020 |
| Deferred income | 0 | 0 | ||
| Creditors for goods and services | 1514 | 332 | ||
| Other creditors | 1247 | 6311 | ||
| £2761 | £6643 |
13
Financial Statements for the Year Ended 31st December 2021
St Swithun’s Church, Purley
Note 5: Specific Fund Balances at 31st December 2021
| Unrestricted Funds See Note General Fund 6 General Reserve 10 Fabric Reserve 8 General Purposes Legacies Fund 13.1 Lionel Ralph Legacy 13.2 Rev Donald Broad Legacy 13.3 Restricted Funds Charities Fund 12 Organ Fund 11 Christmas Parcels Scheme 9 Endowment Funds Richards Trust 13.4 |
2021 £ £ 0 6614 2211 58655 45478 17735 130693 6759 7675 502 14936 20573 166201 |
2020 £ 0 2864 3072 61444 39786 15591 |
|---|---|---|
| 6759 7675 502 |
122757 6109 7625 499 |
|
| 14233 17998 |
||
| 154988 |
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 2021
Note 6: General Fund Account (continued)
| 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 - The Sign Churches Together in Purley & Kenley Total - Church running expenses Parish Support Fund Stewardship expenses Governance Total expenditure Deficit, balanced by transfer from General Purposes Legacies Fund Deficit, balanced by transfer from General Reserve |
2021 £ 24168 6030 1177 692 32067 3260 3596 5376 364 9336 44663 889 2471 1421 216 50 742 392 1840 0 548 0 720 174 53 100 9616 44940 0 200 54756 -10093 44663 |
2020 £ 25520 6836 327 1121 |
2020 £ 25520 6836 327 1121 |
|---|---|---|---|
| 3596 5376 364 |
4675 763 192 100 |
33804 3540 5730 |
|
| 43074 | |||
| 889 2471 1421 216 50 742 392 1840 0 548 0 720 174 53 100 |
740 2339 1062 459 314 914 357 674 0 690 0 570 214 62 120 |
8515 44040 0 200 |
|
| 52755 | |||
| -9681 | |||
| 43074 |
15
St Swithun’s Church, Purley
Financial Statements for the Year Ended 31st December 2021
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 |
2021 2020 £ £ £ 8685 9974 8685 9974 1836 1869 0 277 2462 1937 360 415 127 0 74 73 230 728 5089 5299 3596 4675 |
|---|---|
| 1836 0 2462 360 127 74 230 |
|
Note 8: 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 5-yearly inspection of church electrical systems Replacement of water supply pipe to hall Total expenditure Net expenditure (income) Balance brought forward Balance as at 31st December, 2021 |
2021 2020 £ £ £ 0 0 0 0 861 1380 861 1380 861 1380 3072 4452 2211 3072 |
|---|---|
| 861 | |
16
St Swithun’s Church, Purley
Financial Statements for the Year Ended 31st December 2021
Note 9: 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, 2021 Note 10: General Reserve Account Income Donations Income tax recoverable Total income Expenditure Transfer to balance General Fund deficit Balance brought forward Balance as at 31st December, 2021 |
2021 2020 £ £ £ 680 767 170 192 850 959 847 773 3 186 499 313 502 499 2021 2020 £ £ £ 3000 750 3750 9681 2864 12545 6614 2864 |
|---|---|
17
Financial Statements for the Year Ended 31st December 2021
St Swithun’s Church, Purley
Note 11: 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.
| 2021 | 2021 | 2020 | |
|---|---|---|---|
| £ | £ | £ | |
| Income | |||
| Interest | 50 | 50 | 50 |
| Expenditure | 0 | 0 | |
| Balance brought forward | 7625 | 7575 | |
| Balance as at 31st December, 2021 | 7675 | 7625 |
Note 12: 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 Plant Sales Parish barbecue (Patronal) tickets (refunds offered, but refused, when event cancelled) Children’s Society Tea Party 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 2021 - available for distribution(see Note 13.1) |
2021 2020 £ £ £ 431 184 203 818 5588 168 162 5200 168 5362 650 226 6109 5883 6759 6109 |
|---|---|
| 168 | |
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St Swithun’s Church, Purley
Financial Statements for the Year Ended 31st December 2021
Note 13: Legacy Funds
13.1 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.
| 2021 £ £ Income Legacies - Don Bate 2000 Gene Prestidge 1000 Total Income 3000 Expenditure Carter Room drains – Root removal and lining with polyester 3600 Transfer to balance General Fund deficit 10093 Improvements to sound system Total expenditure 13693 Net expenditure 10693 Increase in value of CBF Shares to 31.12.21 7904 Balance brought forward 61444 Balance as at 31st December, 2021 58655 Lionel Ralph Legacy Balance brought forward (market value of investments at 31st December 2020) 39786 1942 shares, CBF Investment Fund Increase in value of investments Increase in value of CBF shares to 31.12.21 5692 Balance as at 31st December, 2021 |
2021 £ £ Income Legacies - Don Bate 2000 Gene Prestidge 1000 Total Income 3000 Expenditure Carter Room drains – Root removal and lining with polyester 3600 Transfer to balance General Fund deficit 10093 Improvements to sound system Total expenditure 13693 Net expenditure 10693 Increase in value of CBF Shares to 31.12.21 7904 Balance brought forward 61444 Balance as at 31st December, 2021 58655 Lionel Ralph Legacy Balance brought forward (market value of investments at 31st December 2020) 39786 1942 shares, CBF Investment Fund Increase in value of investments Increase in value of CBF shares to 31.12.21 5692 Balance as at 31st December, 2021 |
2021 £ £ Income Legacies - Don Bate 2000 Gene Prestidge 1000 Total Income 3000 Expenditure Carter Room drains – Root removal and lining with polyester 3600 Transfer to balance General Fund deficit 10093 Improvements to sound system Total expenditure 13693 Net expenditure 10693 Increase in value of CBF Shares to 31.12.21 7904 Balance brought forward 61444 Balance as at 31st December, 2021 58655 Lionel Ralph Legacy Balance brought forward (market value of investments at 31st December 2020) 39786 1942 shares, CBF Investment Fund Increase in value of investments Increase in value of CBF shares to 31.12.21 5692 Balance as at 31st December, 2021 |
2021 £ £ Income Legacies - Don Bate 2000 Gene Prestidge 1000 Total Income 3000 Expenditure Carter Room drains – Root removal and lining with polyester 3600 Transfer to balance General Fund deficit 10093 Improvements to sound system Total expenditure 13693 Net expenditure 10693 Increase in value of CBF Shares to 31.12.21 7904 Balance brought forward 61444 Balance as at 31st December, 2021 58655 Lionel Ralph Legacy Balance brought forward (market value of investments at 31st December 2020) 39786 1942 shares, CBF Investment Fund Increase in value of investments Increase in value of CBF shares to 31.12.21 5692 Balance as at 31st December, 2021 |
2020 £ 0 8273 8273 8273 3555 66162 61444 45478 |
|---|---|---|---|---|
| 3600 10093 |
||||
13.2 Lionel Ralph Legacy
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St Swithun’s Church, Purley
Financial Statements for the Year Ended 31st December 2021
Note 13: Legacy Funds (continued)
13.3 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 31.12.21 Balance brought forward Balance as at 31 December, 2021 |
2021 2020 £ £ £ 361 349 1 11 362 360 0 0 0 362 360 1782 801 15591 14429 17735 15591 |
|---|---|
13.4 Richards Trust
| Balance brought forward (market value of investments at 31st December 2020) 878.49 shares, CBF Investment Fund Increase in value of investments Increase in value of CBF shares to 31.12.21 Balance as at 31st December 2021 |
17998 2575 £20573 |
|---|---|
Note: The investments are held by the South London Church Fund and Southwark Diocesan Board of Finance, acting as Custodian Trustee
20