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2020-12-31-accounts

The Parochial Church Council of Brereton & Rugeley Trustees’ Annual Report for the year ended 31[st] December 2020 Charity registration number: 1130795

Objectives and Activities

The Parochial Church Council of Brereton & Rugeley (the PCC) has the responsibility of co-operating with the incumbent, the Reverend D Evans, 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 church.

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 Brereton & Rugeley. 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 services 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 non churched members of the community.

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 The Parish of Brereton and Rugeley it helps to promote the whole mission of the Church (pastoral, evangelistic, social and ecumenical) more effectively, within the Ecclesiastical Parish, and that in doing so it provides a benefit to the public by:

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patterns, bible studies and spiritual growth. Our churches are open for individual prayer, providing an intimate and reflective environment for worship and prayer

Achievements and Performance

2020 was a year of almost total disruption to normal patterns of church life. The impact of the COVID-19 lockdowns meant that many of the usual statistics could not be recorded.

----- Start of picture text -----
202 201 2018 2017 201 201
0 9 6 5
Average Sunday attendance N/A 146 142 144 146 149
Advent attendance
 from congregation and N/A 394 584 893 750 499
community
 from schools N/A 224 2298 1260 1713 1928
9
Worshippers present on 55 526 502 577 675 573
Christmas Eve & Christmas
Day
Worshippers present at Easter N/A
Baptisms 9 45 60 46 41 75
Weddings 4 6 10 14 19 15
Funerals 42 56 79 60 48 72
No. of Fresh Expressions
Number of schools served 10 10 10 10 10 10
Number of residential homes N/A 11 11 11 11 11
and sheltered housing
schemes
----- End of picture text -----

The country went into the first lockdown on March 23[rd] 2020. Very quickly as a benefice we began pre-recording services and editing footage into online services which were streamed on the St Augustine’s Facebook page and on YouTube page. Numbers of views were very high with Facebook metrics recording hundreds of ‘views’. Facebook’s definition of a ‘view’ means that the numbers were probably over-estimates. On the other hand, these were views on individual devices, that could have been watched by groups of individuals. We certainly were attracting participants from all over the country. By the second lockdown the numbers were still high but lower than

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in the first lockdown. This reduction was attributed to more churches going online. We created a link so that the pre-recorded services could also be accessed direct from our benefice website homepage.

Set out below are some high points of 2020, challenges encountered and key learning points from some of our different congregations. The points below were offered by members of some of the congregations.

High points in 2020

People’s Kindness and willingness to help others. The Services on YouTube and the zoom twice weekly prayers.

Being able to deliver services in a different way via YouTube and Facebook. Also continued contact through regular phone calls as a group. We were also able to take out prayer booklet that were kindly made and Flowers for Mothering Sunday.

The creative use of the garden outside the church building throughout the year for example at Easter, Pentecost, VE Day, Remembrance Day, Christmas nativity. The church building has been consistently open for private prayer which has resulted in the addition of 2 new regular members of the congregation.

Challenges encountered in 2020

Coping with not seeing friends and family. Not being able to hug those you care about.

The challenges were keeping people's spirits up and letting them know they were not alone. Pointing them in the direction of help groups and radio and TV services for those who were not online.

Providing a Covid-safe church for worship and community activities. Having enough people to lead services – benefitting from new lay worship leaders working across the parish. Keeping in touch with members of the congregation during lockdowns.

Learning about mission in 2020

How important it is to have a church that you can go to to worship with your church family and to see your friends. Human contact, God’s love that surrounds us giving the strength to live and cope with the pandemic. Maintain contact with people in the community that were shielding.

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We have learnt that we are a strong parish that we can work together in difficult circumstances. The online services reached out farther than our own congregations. We learnt that we have a fantastic team taking care of us all spiritually.

Interaction with members of our community have been developed through the visual displays created outside church based on national events and annual festivals etc resulting in lots of positive conversations, acts of kindness and donations. Imagination and creativity help in witnessing to our community whereas services in church fulfil a different need.

Church Fabric

The lockdowns put pay to much of the fundraising activities we had planned for repair work at several of the church buildings. At St Augustine’s fundraising for repairs to the masonry continued sufficient to schedule the works for 2021. Other routine maintenance was carried out. At the Church of the Holy Spirit the lightning conductor was repaired. New lighting was installed in car park, and some internal lights were replaced in addition to routine maintenance work. Beyond routine maintenance no repairs were carried out at St Michael’s, St John’s, Slitting Mill. At the Church of the Good Shepherd roof repairs were carried out and the contractors constructing the new homes next door to COGS carried out minor repairs and renovations to the building as part of an arrangement for them to use the water supply early on in the building programme.

Mission and Evangelism

2020 began with the Alpha Course which was run at The Church of the Good Shepherd from January 6[th] for several weeks. This was a course offered across the Rugeley Deanery. On 15[th] March a Confirmation service was held at the church of the Holy Spirit at which Bishop Clive presided. Four people from the parish of Brereton & Rugeley were confirmed with 2 others from the parish of Armitage. Five other people from across the Deanery were confirmed.

We were not able to operate our Places of Welcome for the bulk of the year. However,

The Changing Room Counselling service continued operating on the phone and using various online video platforms. Carla Thompson continued to lead the service and pulled off an impressive feat of training and support for the team of counsellors working remotely from their clients, very much from a ‘standing start’.

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From September 21[st] we ran the ‘Saying Yes To Life’ Bible study course (one of the Archbishop of Canterbury’s Lent books for 2020) on creation and care for our planet. This was conducted on Zoom.

Online services were largely pre-recorded. Between the first and second lockdowns we tried simply live-streaming the service from St Augustine’s. This proved to be less than ideal and somewhat ‘one dimensional’. We reverted to pre-recording services which afforded much more creativity and engagement with a variety of people from the benefice through interviews and testimonies.

Schools Work

Schools work in the usual sense was a casualty of the lockdown and Covid restrictions with no visits to schools possible for the bulk of the year. That having been said the Ministry Team did put pre-recorded packages together specifically with children in mind. These were shared with all our local schools, with very positive feedback, via our YouTube channel. These included Treasure Seekers sessions “Breakfast on the Beach (17[th] May), Ascension Day (21[st] May), Pentecost (31[st] May), Trinity Sunday (14[th] June), Love All, Accept All about Archbishop Desmond Tutu (28[th] June), Welcome to the New School Year (6[th] Sept), Harvest (5[th] Oct), Stable Trail (13[th] Dec), Christingle (20[th] Dec), Crib Service 24[th] Dec)

People

We gratefully acknowledge the service of our Church Wardens throughout a difficult year. We are grateful to Craig Hibbert who stepped back from the role of Warden at St Michael whilst on the Reader Training course. We also thank Trevor Jeffries who stepped back from being a warden at Church of the Holy Spirit. David Smith and Howard Cottrell were appointed Church Wardens for Church of the Holy Spirit. Thanks go to Roz Jones (Derry) who stepped back from the role of Parish Secretary to be replaced by Howard Cottrell.

Several people who have been important in the life of the our congregations passed away in 2020. We note with sadness the loss of former Parish Treasurer Roger Francis who died in August 2020. We are grateful to God for Roger’s life and many other friends who faithfully served in our congregations and passed away during this most difficult of years.

The number of hours of volunteering across the congregations of the Parish is huge, and it with personal gratitude that I want to say thank you to all who serve in a large number of roles and capacities. This is especially heart felt regarding members of the PCC who are Trustees of the only legally constituted body in and of the Parish. We thank God for you all.

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The PCC is keen to offer a range of services during the week and over the course of the year that our community find both beneficial and spiritually fulfilling. The PCC supports a Ministry Team and our Lay worship leaders, who meet regularly to consider the way forward for our services, worship patterns, bible studies and spiritual growth. Our churches are open for individual prayer, providing an intimate and reflective environment for worship and prayer.

Finance Review

The Parish faced a very difficult financial position at the end of 2019 due to the underpayment of the Parish Share, accumulation of debt to the Board of Finance, and the continued depletion of reserves.

2020 served to complicate the situation further due to the effects of the pandemic and the departure of Rev Holding.

As churches were closed for the majority of the year our income was hit hard despite the best efforts of everyone to promote regular giving by direct debit. Incoming resources fell from an already low £147,158 in 2019 to £95,064 in 2020. The Board of Finance reacted to the fall of income across the dioceses by reducing the 2020 Parish Share by 10% but, in common with the majority of parishes, we were unable to pay the reduced sum in full. The Parish is highly unlikely to be able to repay our historical nominal debt to the Diocese of £65,271 in the medium term. An additional debt of £5,500 is also due to the Diocese due to the historical underpayment of funeral fees.

As a result of this, we are discussing the new post-Covid financial landscape with the Diocese and exploring options to reduce the onerous amount of the Parish Share. One strong possibility is that Rev Holding will not be replaced as that will reduce our share dramatically. As Treasurer, I do believe that the pandemic has finally led the Diocese to conduct an examination of the overall funding position based on the realistic financial situation that the most parishes face as we collectively attempt to rebuild our offerings in a changed world.

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Parish funds at 31 December 2020 totalled £83,859 compared to £124,986 at the end of 2019. Only £30,489 of these funds are unrestricted compared with £72,136 at the end of 2019.

A consolidated income and expenditure breakdown is included at Appendix 1

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 £33,911. It is held to smooth out fluctuations in cash flow and to meet emergencies. The balance of the free reserves at the year end was a negative £22,326 which is considerably lower than this target. A creditor of £65,271 is included in calculating these figures.

Safeguarding

The PCC believe they have fulfilled their duty under section 5 of the Safeguarding and Clergy Discipline Measure 2016 (duty to have due regard to House of Bishops’ guidance on safeguarding children and vulnerable adults). The parish has a Safeguarding officer and all members of the PCC are DRB checked. The trustees are not aware of any Serious Incidents in the last year.

Risk assessments

The Church Wardens have carried out all necessary risk assessments too ensure our buildings were always Covid compliant and carry out regular Health and Safety Reviews as well as regularly inspected premises for potential hazards. We have safeguarding policies in place for children and vulnerable adult protection and for working with vulnerable adults, including rigorous DBS checking of staff and volunteers where needed. Our insurances for, each church, are reviewed annually to ensure adequate cover.

Structure, governance, and management

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The Parish covers the towns of Brereton and Rugeley within the area serviced by the Cannock Chase District Council. It is part of the Deanery of Rugeley, in the Lichfield Diocese of The Church of England.

The correspondence address is The Rectory, 20 Church Street, Rugeley, WS15 2AB. Registered charity number 1130795. Our website address is: www.brateamministry.org

The PCC 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 Measure (1956) 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 membership of the PCC consists of the incumbent (our vicar), churchwardens, the readers, those elected to the Deanery Synod, and members elected by those members of the congregation who are on the electoral roll of the church at the Annual Parochial Church Meeting. All those who attend our services / members of the congregation are encouraged to register on the Electoral Roll and stand for election to the PCC. The PCC members are responsible for making decisions on all matters of general concern and importance to the parish including deciding on how the funds of the PCC are to be spent. New members now receive an initial training booklet into the workings of the PCC. The full PCC met on Zoom this year 2 times during the year with an average level of attendance of 85%. Over the course of the year we have instigated new policies for Social Media, Responsibilities of the PCC, Finances, Authorisation for DCC and Safeguarding.

PCC members serving from 1[st] January 2020 until the date this report was approved were:

Ex Officio members

The Incumbent: Rev Dr David M A Evans (Chair)

Rev Brian Tabernor (Associate Minister, OLM, Deputy Chair)

Rev Margaret Brighton (Retired Clergy with PTO)

Rev Jan Brittle (Retired Clergy with PTO)

Rev Jo Wood (Assistant Curate)

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Licenced Community Minister: Sue Whitehouse

Readers: Steve Hammersley

Churchwardens: Dawn Brindley, Tony Jeffery, Alison Tabernor, Dennis Cooper, Howard Cottrell, David Smith, Joan Earp and Paul McCourt, Lorna Prime.

Diocesan Synod Reps: Claire Evans

Brenda Jones (Deanery Lay Chair)

Parish Treasurer: Colin Whitehouse

Elected members

Ministry Team: Kate Cottrell, Craig Hibbert

Secretary: Howard Cottrell

District Church Treasurers: David Westwood (St. A), Gail Walker (St. M), Kay Myatt (HS & GS), Trish Griffiths (St. J).

DCC Representatives

St Augustine’s: Keith Brindley, Jayne Gould, Derek Fawcett,

St Michael’s: Sue Speed, Ella Smith

Church of the Holy Spirit: Teressa Noble, Kathy Smith

Bankers

HSBC, Lichfield

CCLA, London

Lloyds, Rugeley

Santander, Stafford

Independent Examiner

Jonathan Hill, Lichfield Diocesan Board of Finance

9

St. Mary’s House Lichfield WS13 7LD

Approved by the PCC on ………………… 2021 and signed on its behalf by:

………………………………. ……………………………….

Reverend David Evans (Chairman) H Cottrell (Secretary)

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Annual Report and Financial Statement the Parochial Church Council of Breret and Rugeley

Registered Charity number 1130795

For the year ended 31st December 2020

tsof ton

Independent Examiner's Report to the trustees/members of the PCC of Bre and Rugeley

Registered Charity number: 1130795

I report on the accounts for the year ended 31st December 2020 which are set out on the following pag

Respective responsibilities of the Trustees and Independent Examiner

The charity's trustees are responsible for the preparation of the accounts. The charity's trustees consid audit is not required for this year under Section 144 of the Charities Act 2011 (the Charities Act) that an examination is needed.

Basis of Independent Examiner's Statement

My examination was carried out in accordance with the General Directions given by the Charity Commi An examination includes a review of the accounting records kept by the charity and a comparison of th presented with those records. It also includes consideration of any unusual items or disclosures in the and seeking explanations from the trustees concerning any such matters. The procedures undertaken all the evidence that would be required in an audit, and consequently no opinion is given as to whether present a "true and fair" view and the report is limited to those matters set out in the statement below.

Independent Examiner's statement

In connection with my examination, no material matters have come to my attention which gives me ca believe that in, any material respect:

I have come across no other matters in connection with the examination to which attention should be d order to enable a proper understanding of the accounts to be reached.

Signed: …………………….…………………………………Date: …………………………………………..

Jonathan Hill FCMA CGMA

Lichfield Diocesan Board of Finance

St Marys House, The Close, Lichfield WS13 7LD

13

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er that an n independent der section ssion. e accounts accounts, do not provide r the accounts . use to accounts the accoun drawn in

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The PCC of Brereton and Rugeley

Financial Statements for the Year Ended 31st December 2020

Statement of Financial Activities

Incoming Resources
Income and Endowments from:
Donations and Legacies
2a
Activities for Generating Funds
2b
Income from Investments
2c
Church Activities
2d
Other
2e
Total
Resources Expended
Expenditure on:
Raising Funds
3a
Church Activities
3b
Other
3c
Total
Net gain/(losses) on investments
Net Income/(Expenditure)
Transfer between Funds
6
Net Movement in Funds
Total Funds brought forward
13
Total Funds carried forward
/(
p
)
before investment gains/
(losses)
7(b) &
8(a)
Unrestricted
Funds
£

Designated
Funds
£

Restricted
Funds
£

Endowments
Funds
£

Total
Funds 2020
£
Total
Funds 2019
£
*see note 12 for full
comparatives
79,255 - 2,200 - 81,455 102,040
1,448 - - - 1,448 17,402
86 - 223 - 309 338
13,212 - (1,360) - 11,852 27,165
- - - - - 214
94,000 - 1,063 - 95,064 #147,158
347 - - - 347 2,763
135,296 - 546 - 135,843 154,630
- - - - - 5,500
135,644 - 546 - 136,190 #162,893
(41,644) - 517 - (41,127) #(15,735)
-
(41,644) - 517 - (41,127) #(15,735)
(4) - 4 - - -
(41,647) - 521 - (41,127) (15,735)
72,136 - 52,850 - 124,986 140,721
30,489 - 53,371 - 83,859 124,986

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The PCC of Brereton and Rugeley Financial Statements for the Year Ended 31st December 2020

Balance Sheet

Fixed Assets
Tangible Assets
7(a) 52,918
52,918
Investment Assets
7(b) -
-
Total Fixed Assets
52,918
52,918
Current Assets
Debtors and prepayments
8(a) 6,950
8,105
Cash at bank and in hand
8(b) 97,815
100,061
Total Current Assets
104,765
108,166
Current Liabilities - due within 1 year
Creditors and accruals
9(a) 8,553
8,529
Diocesan Parish Share
65,271
27,569
Total Current Liabilities
73,824
36,098
Net Current Assets/(Liabilties)
30,941
72,068
Liabilities due after one year
9(b)
Diocesan Loan
-
-
Deferred Parish Share
-
-
Total Liabilites due after one year
-
-
Total Net Assets/(Liabilities)
83,859
124,986
Funds of the PCC
Unrestricted Funds
General Fund
30,489
72,136
Designated Funds
-
-
Restricted Funds
53,371
52,850
Endowment Funds
-
-
Total Funds
83,859
124,986
Total 2020
£
Total 2019
£
Total 2020
£
Total 2019
£
Total 2020
£
Total 2019
£
52,918 52,918
- -
52,918 52,918
6,950 8,105
97,815 100,061
104,765 108,166
8,553 8,529
65,271 27,569
73,824 36,098
30,941 72,068
- -
- -
- -
83,859 124,986
Total 2019
£
72,136
-
52,850
-
124,986

Approved by the Parochial Church Council on ……………………………… 2021 and signed on its behalf by:

Signature: ………………………………...……………

Name: The Rev'd David Evans (PCC Chairman)

The notes on the following pages form part of these accounts

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The PCC

Financia

Accounti

Cashfow

Going Co

Post-Bala

Accounti

16

Descri Income Ex endil Governa

Fixed As Investmi Debtors Creditor:

of Brereton and Rugeley

l Statements for the Year Ended 31st December 2020

ing Policies

The PCC is a public benefit entity within the meaning of FRS 102. The financial statements have been prepared under the Charities Act 2011 and in accordance with the Church Accounting Regulations 2006 governing the individual accounts of PCCs, and with the Regulations' "true and fair view" provisions. They have also been prepared in accordance with the Charities SORP (FRS 102).

The financial statements have been prepared under the historical cost convention with items recognised at cost or transaction value unless otherwise stated in the relevant notes to these accounts. The financial statements include all transactions, assets and liabilities for which the PCC is responsible in law. They do not include the accounts of church groups that owe their main affiliation to another body nor those that are informal gatherings of Church members.

There may be minor discrepancies in the totals as the pence are not being shown.

w Statement

The Charity has taken advantage of the exemption in FRS102 from the requirement to produce a Cash flow statement on the grounds that the income does not exceed £500,000.

oncern

The Parish is finding Unrestricted Reserves are still depleting quickly, although they were still £27,000 positive at 31 December 2020. The PCC are striving to fund raise to try to cover some of the exisiting and future committments, but are hampered at the moment because of the Covid pandemic. The Unrestricted Reserves include £69,271 of Parish Share Arrears, which although it remains a voluntary donation as the apportionment of costs to the Lichfield Diocesan Board of Finance, it is not a statutory liability. However, non-payment may result in Pastoral Reorganisation. The Unrestricted Reserves also include £5,500 of fees due to the Lichfield Diocesan Board of Finance. These relate to historic under-charging of the Diocesan statutory fee for funerals, in error.

ance Sheet Events

The worldwide outbreak of the COVID-19 virus represents a significant event since the end of the financial year. The Charity has reviewed its cash flow forecasts and considered the impact on going concern, concluding that the going concern basis remains an appropriate basis of preparation for these financial statements given the likely cash flow impact of operations for 12 months from the date of signing this report. COVID-19 is considered to be a non-adjusting post year end – for accruals) event and therefore has not been taken into account in preparing these Financial Statements as at 31 December 2020.

ing Estimates and Prior Year Errors

19

No changes to accounting estimates have occurred in the reporting period. No material prior year errors have been identified in the reporting period.

ion of Funds

Unrestricted funds are income funds of the PCC that are available for spending on the general purposes of the PCC, including amounts designated by the PCC for fixed assets for its own use or for spending on a future project and which are therefore not included in its "free reserves" as disclosed in the trustees' annual report.

Restricted funds comprise of two elements :-

a) income from trusts or endowments which may be expended only on those restricted objects provided in the terms of the trust or bequest

b) donations or grants received for a specific object or invited by the PCC for a specific object. The funds may only be expended on the specific object for which they were given. Any balance remaining unspent at the end of each year must be carried forward as a balance on that fund. The PCC does not usually invest separately for each fund. Where there is no separate investment, interest is apportioned to individual funds on an average balance basis.

Endowment funds are restricted funds that must be retained as trust capital either permanently or subject to a discretionary power to spend capital as income, and where the use of any income or other benefit derived from the capital may be restricted or unrestricted. Full details of all their restrictions are shown in the notes to the accounts.

Planned giving, collections and donations are recognised when received or when the PCC becomes entitled to the resource and the monetary value can be measured with sufficient reliability. Tax refunds are recognised when the incoming resource to which they relate is received. Grants and Legacies are accounted for when the PCC is legally entitled to the amounts due and the monetary value can be measured with sufficient reliability. Dividends are accounted for when receivable, interest is accrued. All other income is recognised when it is receivable. All incoming resources are accounted for gross.

ture

Grants and donations are accounted for when paid over, or when awarded, if that award creates a binding or constructive obligation on the PCC. The diocesan parish share is accounted for when due. Amounts received specifically for mission are dealt with as restricted funds. All other expenditure is generally recognised when it is incurred and is accounted for gross.

nce and Support Costs

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Support costs should be allocated between governance costs and other support. Governance costs comprise all costs involving public accountability of the PCC and its compliance with regulation and good practice.

Support costs include central functions and have been allocated to activity cost categories on a basis consistent with the use of resources eg by allocating staff costs by time spent and other costs by their usage.

sets

Consecrated and benefice property is not included in the accounts by s.10(2)(a)&(C) of the Charities Act 2011.

Moveable church furnishings held by the Vicar and Churchwardens on special trust for the PCC and which require a faculty for disposal are inalienable property, listed in the Church’s inventory, which can be inspected (at any reasonable time). For anything acquired prior to 2000 there is insufficient cost information available and therefore such assets are not valued in the financial statements.

No depreciation is provided on buildings as the currently estimated residual value of the properties is not less than their carrying value and the remaining useful life of these assets exceeds 50 years, so that any depreciation charges would be immaterial.

Other tangible fixed assets (with a purchase price of £1,000 or more) are valued at cost and depreciated on a straight line basis over 4 years

ents

Investments in quoted shares, traded bonds and similar investments are valued initially at cost and subsequently at market value at the year end. Investments held for re-sale are treated as current asset investments.

Debtors are measured on initial recognition at settlement amount. Subsequently they are measured at cash expected to be received.

s and Accruals

Creditors are measured at settlement amounts less any trade discounts. Accruals are measured on best estimate of the amount required to settle the obligation at the reporting date.

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The PCC of Brereton and Rugeley

Financial Statements for the Year Ended 31st December 2020

INCOME AND ENDOWMENTS
2
Donations and Legacies
Voluntary Income
1
Tax efcient planned giving
2a
2
Other planned giving
3
Collections at services
4
6
Gift Aid Recoverable
7
Legacies
8
Grants (recurring and one-of)
Charitable Activities
Activities for Generating Funds
2b
9
Summer Fete
9
Christmas Fair
9
Other Fundraising Activities
Finance Form
Box Number
All other giving and voluntary receipts
including special appeals
Unrestricted
Funds
£

Designated
Funds
£

Restricted
Funds
£

Endowment
Funds
£

Total Funds
2020
£
Total Funds
2019
£
38,736 - - - 38,736 44,417
10,101 - - - 10,101 10,339
5,849 - - - 5,849 10,655
10,995 - 2,200 - 13,196 9,042
13,073 - - - 13,073 17,300
500 - - - 500 -
- - - - - 10,287
79,255 - 2,200 - 81,455 # 102,040
- - - - - -
- - - - - -
1,448 - - - 1,448 17,402
1,448 - - - 1,448 # 17,402

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INCOME AND ENDOWMENTS continued

Income from Investments
2c
10
Dividends
10
Bank Interest
Income from Church Activities
2d
11
Statutory Fees (retained by PCC)
11
Local Fees (retained by PCC)
12
Church Hall Hire
12
Bookstall
12
Photocopier - personal contributions
12
Parish Weekend
Other Income
2e
13
Other
A
Total Income
Unrestricted
Funds
£

Designated
Funds
£

Restricted
Funds
£

Endowment
Funds
£

Total Funds
2020
£
Total Funds
2019
£
- - - - - -
86 - 223 - 309 338
86 - 223 - 309 338
7,325 - - - 7,325 7,939
2,418 - 150 - 2,568 4,513
3,445 - - - 3,445 13,029
- - - - 24
24 - - - 24 120
- (1,510) - (1,510) 1,540
13,212 - **(1,360) ** - 11,852 27,165
- - - - - 214
- - - - - # 214
94,000 - 1,063 - 95,064 # 147,158

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The PCC of Brereton and Rugeley

Financial Statements for the Year Ended 31st December 2020

EXPENDITURE
3
Raising Funds
3a
Costs of Generating Funds
17
Stewardship Costs
17
Costs of Fund Raising
17
Bank Charges
Charitable Activities
3b
Church Activites
18
Mission Giving and Donations
19
Diocesan Parish Share
Share Support 2020
20
Salaries and Wages
21
Clergy and Staf Expenses
Church Expenses
22
23
24
Church Utility Bills
25
25
Church Outings
25
Church Hall Running Costs
Major Capital Expenditure
27
Major Repairs to the Church
28
Major Repairs to Church Hall
29
New Building Work
99
Other Expenditure
3c
Diocesan Fees
C
Total Expenditure
Finance Form
Box Number
Church Expenses(Mission and Evangelism)
Church Running Expenses(incl Governance)
Cost of Trading (Magazine, bookstall etc)
Unrestricted
Funds
£

Designated
Funds
£
Restricted
Funds
£

Endowment
Funds
£

Total Funds
2020
£
Total Funds
2019
£
347 - - - 347 314
- - - - - 1,434
- - - - - 1,015
347 - - - 347 # 2,763
1,738 - - - 1,738 1,243
100,301 - - - 100,301 96,812
(12,537) (12,537) -
7,961 - - - 7,961 9,649
2,874 - - - 2,874 3,360
754 - 330 - 1,085 412
22,180 - 216 - 22,396 27,341
9,044 - - - 9,044 14,544
- - - - - 37
- - - - - 995
2,081 - - - 2,081 236
900 - - - 900 -
- - - - - -
- - - - - -
135,296 - 546 - 135,843 # 154,630
- - - - - 5,500
-
- - - - - # 5,500
135,644 - 546 - 136,190 # 162,893

The PCC of Brereton and Rugeley

Financial Statements for the Year Ended 31st December 2020

4 Allocation of Support Costs

Support costs comprise Trustee Training and Governance Costs etc. Due to the nature of the financial activities of the PCC, these would be allocated across Charitable Expenditure which comprises the majority of its expenditure and as such are automatically charged there.

5 (a) Staff Costs

Staf Costs
Wages & Salaries
Average number of employees
2020 2019
£7,961 £9,649
5 7

During the year the PCC employed a secretary, a school worker and cleaner/caretakers at their various churches (all part-time) and no payments were large enough to attract social security costs.

There were no employee benefits to key management personnel in the previous or current year.

5 (b) Related Parties

Two Trustees has been reimbursed £2,475 (2019: £2,677) during the year for expenses incurred during the year.

No other expenses were paid to any other PCC member, persons closely connected to them or related parties.

Donations from related parties (PCC members) totalled £9,784 (2019: £9,192).

5 (c) Fees for the examination of the accounts

Independent Examiner's fees
Other fees (eg accountancy services)
paid to the Independent Examiner
2020 2019
£500 £500
£500 £500

6 Analysis of Transfer between Funds - 2020

sis of Transfer between Funds - 2020
St Augustine bellringers account Unrestricted
£

Restricted
£

Total
£
4 (4) (0)
4 (4) (0)

22

Analysis of Transfer between Funds - 2019

From General to Interior Decorating Schemes

From St Michaels General to Family Worker Project Funds in general identified as Monday Club Return of 2018 overpayment to Holy Spirit re Family Worker Proj Closure of Parish Weekend account now - restricted funds Closure of St Michael CBF account now Bellringers funds Payment to St Michael re Hall hire for Mental Health work Cycle Challenge donations from General to Mental Health Work

----- Start of picture text -----
Unrestricted Restricted Total
£ £ £
(500) 500 -
(500) 500 -
(115) 115 -
240 (240) -
(1,510) 1,510 -
(2,714) 2,713 -
3,750 (3,750)
(4,751) 4,751 -
(6,100) 6,100 -
----- End of picture text -----

----- Start of picture text -----
Freehold
Tangible Fixed Assets Building
(Church Hall)
All unrestricted £
At Cost or Valuation
As at 1st Jan 52,918
Additions in the Year -
Disposal in the Year -
Revaluation (if any) -
Value at 31st Dec 52,918
Accumulated Depreciation
As at 1st Jan -
Charge for the Year -
Disposals -
Value at 31st Dec -
Net Book Value at 1st Jan 2020 52,918
Net Book Value at 31st Dec 2020 52,918
----- End of picture text -----

7 (a) Tangible Fixed Assets

33 Net Book Value at 31st Dec 2020

Under FRS 102, land and buildings need not be depreciated where their residual value (based on the price currently obtainable on disposal) is the same as or higher than their initial/historical cost value.

7 (c) Fixed Asset Investments

There were no Fixed Asset Investments held

23

8 Current Assets

34

31

8 (a) Debtors

All unrestricted
Gift Aid recoverable
Prepayments and accrued interest
Other debtors
2020
£

2019
£
6,950 8,105
- -
- -
6,950 8,105

8 (b) Cash at Bank and in hand - 2020

Cash at Bank and in hand - 2020
Current Accounts
Deposit Accounts
CBF Deposit Accounts
Interior Decorating Scheme
Petty Cash
Unrestricted
£

Restricted
£

Endowment
£

2020 Total
£

2019
£
25,858 36,257 - 62,115 64,420
- - - - 217
16,533 12,159 - 28,692 28,628
- 6,904 - 6,904 6,716
104 - - 104 81
42,495 55,320 - 97,815 100,061

Cash at Bank and in hand - 2019

Cash at Bank and in hand - 2019
Current Accounts
Deposit Accounts
CBF Deposit Accounts
Interior Decorating Scheme
Petty Cash
Unrestricted
£

Restricted
£

Endowment
£

2019 Total
£

2018
£
28,824 35,596 - 64,420 53,505
217 - - 217 216
16,506 12,122 - 28,628 29,534
- 6,716 - 6,716 6,092
81 - - 81 78
45,627 54,434 - 100,061 89,424

9 Liabilities

9 (a) Amounts falling due in one year
Accruals
1,000 1,445
Diocesan Parish Share
65,271 27,569
Diocesan Fees 2014 - 2018
5,500 5,500
Other Creditors (Agency)
2,053 1,584
35
73,824 36,098
9 (b) Amounts falling due after one year
Diocesan Loan
- -
Deferred Parish Share
- -
35
- -
2020
£
2019
£
2020
£

2019
£
1,000 1,445
65,271 27,569
5,500 5,500
2,053 1,584
73,824 36,098
- -
- -
- -

24

Diocesan Parish Share Arrears relate to the following years:
2014
2016
2019
2020
2020
£

2019
£
- -
6,129 6,129
21,440 21,440
37,702 -
65,271 27,569

The Parish had a share package in place with the Diocese in relation to the 2014 & 2016 arrears whereby for every £1 paid by the parish, the diocese will write off £2 - provided that the parish pay their share in full over the next 3 years. But as the parish were unable to meet the share requested in 2019, the package has now failed.

The Fees owed to Lichfield Diocese have arisen due to historical under charging of the Diocesan statutory fee for funerals.

£1,000 was paid in January 2021 against the 2020 parish share arrears.

10 Summary of Assets by Fund - 2020

F

Fixed Assets
52,918 - - - 52,918
Investment Assets
- - - - -
Current Assets
49,445 - 55,320 - 104,765
Current Liabilities
(71,771)-(2,053)-(73,824)
30,592 - 53,267 - 83,859
Summary of Assets by Fund - 2019
Fixed Assets
52,918 - - - 52,918
Investment Assets
- - - - -
Current Assets
53,732 - 54,434 - 108,166
Current Liabilities
(34,514)-(1,584)-(36,098)
72,136 - 52,850 - 124,986
Unrestricted
Funds
£
Designated
Funds
£
Restricted
Funds
£
Endowment
Funds
£
Total
£
Unrestricted
Funds
£
Designated
Funds
£
Restricted
Funds
£
Endowment
Funds
£
Total
£
Unrestricted
Funds
£

Designated
Funds
£
Restricted
Funds
£
Endowment
Funds
£

Total
£
52,918 - - - 52,918
- - - - -
49,445 - 55,320 - 104,765
(71,771) - (2,053) - (73,824)
30,592 - 53,267 - 83,859
Unrestricted
Funds
£

Designated
Funds
£
Restricted
Funds
£
Endowment
Funds
£

Total
£
52,918 - - - 52,918
- - - - -
53,732 - 54,434 - 108,166
(34,514) - (1,584) - (36,098)
72,136 - 52,850 - 124,986

25

11 Summary of Fund Movements - 2020

Unrestricted Fund
Designated Funds
Restricted Funds
Churches Together
Family Worker Project
Interior Decorating Scheme
Mental Health Work
Overseas Mission Projects
Parish Weekend
St Augustine - Bellringers
St Augustine - Hall Lighting
St Augustine - Church Hall
St Augustine - Old Chancel
St Augustine - Organ
St Augustine - Refurbishment
St John's - Bell Tower
St John's - Church Maint
St Michael's - Organ
St Michael's - Sarah Hopkins
St Michael's - Rebecca Simpson Trust
Holy Spirit - Church Maintenance
Holy Spirit - Monday Club
Holy Spirit - Handrails
Holy Spirit - Sarah Hopkins
Endowment Funds
Total Funds
Reserves at
1st Jan
£
Incoming
Resources
£

Resources
Expended
£

Investment
Gains/Losses
£

Transfers
£

Reserves at
31st Dec £
72,136 94,000 **(135,644) ** - **(4) ** 30,489
- - - - - -
96 - - - - 96
2,355 10 (330) - - 2,035
6,716 188 - - - 6,904
3,501 312 (216) - - 3,597
268 - - - - 268
1,510 (1,510) - - - 0
2,724 12 - - 4 2,739
- 1,590 - - - 1,590
388 2 - - - 390
3,800 - - - - 3,800
5,357 202 - - - 5,559
9,831 - - - - 9,831
247 - - - - 247
331 - - - - 331
- 70 - - - 70
1,168 - - - - 1,168
14,406 - - - - 14,406
- 170 - - - 170
20 - - - - 20
- 310 - - - 310
131 - - - - 131
52,850 1,356 (546) - 4 53,663
- - - - - -
124,986 95,356 **(136,190) ** - - 84,152

26

Summary of Fund Movements - 2019

Unrestricted Fund
Designated Funds
Restricted Funds
Churches Together
Family Worker Project
Interior Decorating Scheme
Mental Health Work
Overseas Mission Projects
Parish Weekend
St Augustine - Bellringers
St Augustine - Church Hall
St Augustine - Old Chancel
St Augustine - Organ
St Augustine - Refurbishment
St John's - Bell Tower
St John's - Church Maint
St Michael's - Organ
St Michael's - Sarah Hopkins
St Michael's - Rebecca Simpson Trust
Holy Spirit - Church Maintenance
Holy Spirit - Monday Club
Holy Spirit - Sarah Hopkins
Endowment Funds
Total Funds
Reserves at
1st Jan
£
Incoming
Resources
£

Resources
Expended
£

Investment
Gains/Losses
£

Transfers
£

Reserves at
31st Dec £
107,045 133,793 **(162,602) ** - **(6,100) ** 72,136
- - - - - -
200 - (104) - - 96
2,024 70 - - 261 2,355
6,092 125 - - 500 6,716
- 2,500 - - 1,001 3,501
- 268 - - 268
- - - - 1,510 1,510
- 23 (12) - 2,713 2,724
385 3 - - - 388
3,800 - - - - 3,800
5,168 189 - - - 5,357
- 9,831 - - - 9,831
- 247 - - - 247
301 30 - - - 331
- 80 (80) - - -
1,168 - - - - 1,168
14,406 - - - - 14,406
- - - - - -
- - (95) - 115 20
131 - - - - 131
33,675 13,366 (291) - 6,100 52,850
- - - - - -
140,720 147,159 **(162,893) ** - - 124,986

Fund Description:

Churches Together Family Worker Project Interior Decorating Scheme Mental Health Work Overseas Mission Projects Parish Weekend St Augustine - Bellringers St Augustine - Church Hall St Augustine - Old Chancel St Augustine - Organ St Augustine - Refurbishment St John's - Bell Tower St John's - Church Maint St Michael's - Organ St Michael's - Sarah Hopkins

St Michael's - Rebecca Simpson Trust Holy Spirit - Church Maintenance Holy Spirit - Monday Club

For work with other churhces in the area For schools, childrens and family work For the interior decoration of the vicarages For the mental health work project in the parish For overseas visits

For Parish Weekends away

For the bell-ringers and maintenance of the bells at St Augustine For upkeep of the Church Hall at St Augustine For Chancel repairs at St Augustine For upkeep of the organ at St Augustine For upkeep of the St Augustine Church Building For the restoration of the bell tower

For the maintenance of the church previously called the 'Fabric Fund' For upkeep of the organ at St Michael

Donation from the Sarah Hopkins Charity which can only be used to defray the cost of buildings for furthering the work of the Church of England For the education and benefit of children of Brereton For upkeep of the Church of the Holy Spirit Church Building Funds held for the Social Club

27

Holy Spirit - Sarah Hopkins

Donation from the Sarah Hopkins Charity which can only be usd to defray the cost of buildings for furthering the work of the Church of England

12 SOFA Comparatives (previous year)

SOFA Comparatives
(previous year)
Income and Endowments
Donations and Legacies
Activities for Generating Funds
Income from Investments
Church Activities
Other
Total Income
Expenditure
Raising Funds
Church Activities
Other
Total Expenditure
Net income/(expenditure)
Net gain/(losses) on investment
Net Income/(Expenditure)
Transfer between Funds
Net Movement in Funds
Unrestricted
Funds
£

Designated
Funds
£

Restricted
Funds
£

Endowment
Funds
£

Total Funds
£
89,197 - 12,844 - 102,041
17,287 - 115 - 17,402
160 - 178 - 338
26,935 - 230 - 27,165
214 - - - 214
133,793 - 13,366 - 147,159
2,763 - - - 2,763
154,339 - 291 - 154,630
5,500 - - - 5,500
162,602 - 291 - 162,893
**(28,809) ** - 13,075 - (15,734)
-
**(28,809) ** - 13,075 - (15,734)
(1,720) - 1,720 - -
**(30,529) ** - 14,795 - (15,734)

28

----- Start of picture text -----
Return of Parish Finance If the form is NOT completed on behalf of the entire parish, please list here the Deanery:
January to December 2019 churches included:
Parish name: The PCC of Brereton and Rugeley Diocese: Lichfield
Please complete this form by no later than
31st May 2020
INCOMING RESOURCES UNRESTRICTED RESTRICTED RESOURCES EXPENDED UNRESTRICTED RESTRICTED
(nearest £) (nearest £) (nearest £) (nearest £)
Voluntary receipts Costs of generating funds
1 [Tax efficient planned giving] £ 38,736 £ - 17 Fundraising activities (costs and payments) £ 347 £ -
2 Other planned giving £ 10,101 £ - Church activities
3 Collections at services £ 5,849 £ - 18 Mission giving and donations £ 1,738 £ -
All other giving and voluntary receipts/income,
4 £ 10,995 £ 2,200 19 Diocesan parish share contribution £ 100,301 £ -
including Special Appeals (recurring and one-off)
6 Gift Aid recovered £ 13,073 £ - 20 Salaries and wages £ 7,961 £ -
7 Legacies received (capital value) £ 500 £ - 21 Clergy and staff expenses £ 2,874 £ -
8 Grants (include recurring and one-off) £ - £ - Church expenses
TOTAL Voluntary receipts: £ 79,255 £ 2,200 22 Church expenses: Mission and evangelism costs £ 754 £ 330
Activities for generating funds 23 Church running expenses (including Governance) £ 22,180 £ 216
9 Gross receipts from fundraising activities £ 1,448 £ - 24 Church utility bills £ 9,044 £ -
Investment income 25 Costs of trading £ 2,081 £ -
10 Dividends, interest, receipts from property etc. £ 86 £ 223 Major capital expenditure
Church activities 27 Major repairs to the church building £ 900 £ -
Statutory fees retained by the PCC (weddings, Major repairs to church hall or other PCC property,
11 £ 7,325 £ - 28 £ - £ -
funerals etc.) including redecoration
Gross receipts/income from trading (e.g. hall New building work to the church, church hall, clergy
12 -£ 1,486 -£ 1,510 29 £ - £ -
lettings, magazine, bookstall) NOT fundraising. housing or other PCC property
Other receipts SUB-TOTAL of all expenditure payments above: £ 148,181 £ 546
13 Other receipts/income not already listed £ - £0.00 99 Other payments/expenditure not already listed £ - £ -
TOTAL RECEIPTS (FROM FINANCIAL STATEMENT Unrestricted Restricted TOTAL PAYMENTS (FROM FINANCIAL STATEMENTSUnrestricted Restricted
A RECEIPTS/INCOME £ 86,627 £ 913 C PAYMENTS/EXPENDITURE £ 148,181 £ 546
B COMBINED TOTAL £ 87,541 D COMBINED TOTAL £ 148,727
PLANNED GIVERS AND LEGACIES Assets & Liabilities UNRESTRICTED RESTRICTED
14 Number of tax efficient planned givers 110 31 Cash and deposit balance as at 31/12/19 £ 42,495 £ 55,320
15 Number of other planned givers 57 32 Investments as at 31/12/19 £ - £ -
16 Number of new legacies received 33 Fixed Assets as at 31/12/19 £ - £ -
100 Weekly average planned giving per planned £5.62 34 Other Assests as at 31/12/19 £ 6,950 £ -
giver
E Total Assets as at 31st December 2019 £ 49,445 £ 55,320
35 Total Liabilities as at 31st December 2019 £ -73,824
F Total Net Assets/Funds as at 31st December 2019 -£ 24,379 £ 55,320
36 Please state the Church's Charity registration number (if applicable)
30 Accounts basis: on which basis were your accounts prepared? (indicate ONE)
Receipts and payments [ ] Accruals [ YES ]
Return of Parish Finance If the form is NOT completed on behalf of the entire parish, please list here the Deanery: 0
churches included:
January to December 2019
Parish name: The PCC of Brereton and Rugeley Diocese: Lichfield
Please complete this form by no later than
31st May 2020
Date
----- End of picture text -----

Please refer to the notes on the following pages to help clarify what is included in each section. The item numbers refer to RPF notes, consistent with the guidance provided in PCC Accountability , 2017. 5th edition.

Name

Position

Telephone or email

Looking back across 2019, were there any exceptional circumstances or significant changes that may have led to unusual figures? Please provide details in this box (101 characters)

Independent Examinerfs Report to the trusteeslmembers of the PCC of Brereton and Rugeley Re8Stered Chaiity number. 113079S I report on ihe Kcounts for the year ended 315t Decemt)er 2020 which are sth out on the followlng pages. es éetlve ros nslbllities of the Trus os and In ndent Examln•r The charlly's trustees are responsible for the preparation of the accounts. The charity's trusieES ton5ider that an audit is noi required for ihlsyeai undersection 144 of the Charitles Act 2011 lthe Charities Actl that an independent examlnation Is needed. It Is my responslbility to examine the accounts under section 145 of the Charllles A¢ to follow the procedures laid down In the General Directionsgl¥tn bythè thaTIty Comrni55ion (under sectSon 145lSllbl of the Charities Aa. and to state whether partlcular Matters have come io my attention. Ba 18 ol Inde frnden Examl $ Statwn•nt My examination wa5 carrled out In accordance wlth the General Directions gtrven by the Charity Commlsslon. An examinatign Includes a rewew ol the accouniing records kèpt by the charity and a comparison of the accotsnts pre$￿ted with those records. 11 also IrKludes coThslderation of any unusual items or disclosures in the accounts, and 5eekln8 explanations frorn the trustees concemlng any suth rnatters. The procedure5 undertaken do not piovlde all the evidence that would be requlred in an audit, and consequently no opinlon is given as to whether ihe accounts prèsent a.true and fair. view and the report Is limlted to thosè matters set out In the statement below. Ind• Examln tom•nt In connection with my examination, no materlal maitets have come to my attentk¢n whith 8ives me cause to believe that In, any materlal respect= • accountlng record5 wefe not kept in Kcordance wlth section 130 of the Charitiès Ad or the attounts do not accord wlth ihe accouniin8 records the accounts do not comply with the applicable requliements conctmlng the form and content of accounts set out in the Charllies (Accgunts and Reports) fle8ulaiions 2(*)8 othèr than any requirement that the accounts Ivè a true and fair view whtih is noi a matter consid￿ed as part ¢f an independent examlnatjon. I havÈ come acr055 no other matters in connettion with the èxaminatloft lo whl¢h attentlon should be drawn ITh order to enable a proper understandin8 of the accounts to be reathed. 518ned: Date.. 27/t¢laè21. Jonathan Hill FCMA CGMA Lichfield Diocesan Board of Finance St Marys House, The Close, lithfidd W513 7LD 13