Christ Church Sowerby Bridge End of Year Financial Statements
Year ending 31 December 2021
Registered Charity Number 1131180
2021 Annual Report
Aim and Purposes
The PCC of Christ Church has the responsibility of promoting the whole mission of the Church in the ecclesiastical parish of Sowerby Bridge. This includes pastoral care, social engagement with the community, and ecumenical working with Christians Together in Sowerby Bridge. We work closely with and provide foundation governors to Christ Church VA Junior School on Park Road, Sowerby Bridge. Pupils receive an education promoting Christian values, based on Christian principles and on the Anglican foundation of the school.
To facilitate this work it is important that the PCC maintain the fabric of Christ Church, our Grade 2 listed building for which we are responsible. This has historic significance and is a prominent feature in the conservation area, at the centre of Sowerby Bridge. We cooperate with Calderdale Council who maintain our closed graveyard.
Objectives and Activities Our mission promotes living out our faith as part of our parish community and is summed up as: Ordinary people sharing God’s love in our world.
Growing in faith; Living by prayer; Loving God’s word.
Our values are: To be Living, Loving, Learning and Confident, Growing, Changing As we emerge from lock down we consider it important that the church retains both the same mission and values for the coming months. They are particularly relevant to regain our confidence, and remind us of what may need to change for individual and church growth.
Vicar’s Remarks (April 2022)
I want to say thank you to everyone for another tremendous year of working together and achieving things against the odds as we still navigate our way out of a pandemic. As I was sorting through some papers recently I came across some notes from my first APCM here at Christ Church. We were pondering back then as to what our focus should be moving forward: buildings, worship, discipleship or God’s word. I think we’ve managed to navigate all those areas so far in our journey together. These things have remained central to the way we do ministry here at Christ Church. I read from Matthew 7:24-27 back then - the wise and foolish men building their houses on rock and sand respectively. That little parable is about building on a solid foundation and, of course, that foundation is Jesus.
Verse 24 sums it up: Anyone who listens to my teaching and follows it is wise, like a person who builds a house on solid rock. (New living Translation).
When we build our faith and, our reason for being, on Jesus then nothing can cause it to be knocked down. When storms come we will stand firm. I think God has proved that to us again and again and particularly the last two years. God’s people are called to be ‘church’ in every sense of the word.
And church is
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The people – who engage in worship, prayer and fellowship.
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The Mission – sharing the love of Christ with others in our community and town.
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The building – seeking to make it accessible to all outside and in.:
I wonder how do you think we are doing?
We are called to tap into God’s vision for every Christian
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To grow deep in the Scriptures.
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Grow closer to God.
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To be God’s light and love in the community.
I wonder, how do you think you are doing ?
Now, more so than ever, these are not easy tasks but I pray that together we can continue the journey and achieve more than we ever thought imaginable through the wonderful, abundant, amazing grace of God.
He has not failed us in all these years he will not fail us going forward.
Canon Angela Dick
24th April 2022
Achievements and Performance 2020
Growing in Faith – through worship and prayer
At the annual meeting in 2021 our Electoral Roll had risen to 53, and our Worshipping Community fallen by one member, who left the area, to 61. This masked one family and 2 individuals leaving but welcomed the same number of adults and children joining us. Of this only 22% live within the parish of Sowerby Bridge. Since 2020 there has been an increase of 8% who live outside the parish but habitually attend public worship here now 78% of our worshipping community.
Our “Live Streaming” service has been gratefully received by everyone as they could watch in person from home until they personally felt comfortable to resume attending in person. This will continue to be available for our housebound members to watch and anyone else who wishes to view via our You Tube channel. We feel that people appreciate the option to worship physically or join digitally e.g. if they are away on holiday. It also allows extended family members to attend special services if they cannot attend.
After the Lockdown imposed in January 2021 we began opening for private prayer on Tuesday 2[nd] March but continued streaming worship up to and including Mothering Sunday. Our first service in church was Sunday 21[st] March 2021 and initially we sang one hymn at the end of the service outside in the Churchyard. Hymn singing was gradually introduced over the early summer, but for the whole of the year communion has been only of one kind. Our WhatsApp Prayer and Support group has continued and flourished as a way to request prayer support and practical help, as well as the vicar’s daily Bible reading and reflection. Again for those not on-line or housebound, we have telephoned or sent weekly newsletter and seasonal materials to them.
As soon as restrictions permitted we offered everyone in our community the opportunity to celebrate and thank God at special milestones in their life. In 2021 we have:
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Baptised 5 children welcoming them into our church;
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Married 1 couple;
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Conducted funeral services for friends and families to express their grief and give thanks for the life of their loved one who is commended into God’s keeping. Of these, 9 were at the local crematorium and 4 funerals were in church.
We have continued support for Christ Church CE VA Junior School, again providing all year 6 leavers with a gift of a cross together with the “Moving On” booklet from Scripture Union to help their move into secondary education. PCC continue to donate monthly to the work of Christians in Calderdale Schools, contributing to a schools worker’s salary, to reach the 95% of children not in contact with a church. Our Mothers Union resumed meeting in person in October 2021.
Sharing God’s love in our world, our parish and our community
We continue to attend the Council’s Ward Forum meetings held on line throughout the year to keep abreast of what is happening in the local area, and our Deanery Synod
representatives have reported back on the three meetings with news from the Diocese and Deanery. Most importantly these included tips on how to emerge from Lockdown, the resources available on line, and also the introduction of the Living in Love and Faith course. This is to help us all think more deeply about living in love and faith, in the context of faith and understanding of human identity, changing patterns of relationship in families, changing attitudes to sexuality and what it means to us as Christians.
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a) Children’s events. Pressure on schools meant that little happened until after the summer holidays and our involvement has largely been confined to the support given by members of church either in their role as Junior church leaders, or as governors to our linked CE VA school, Christ Church Juniors.
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Our 1st Sowerby Bridge Girl Guiding groups met on zoom with very low numbers until after Easter when outdoor activities were able to restart, and meetings indoors resumed after summer holidays. Some girls were unable to come in person but others continued and numbers grew across all three age ranges reaching 12 in Rainbows; and 6-8 in Brownies and 6 Guides by the end of the year. All the groups felt many of the traditional Guiding features needed to be re-introduced and went back to basics with the Promise and some badge work before various fun Christmas events.
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b) Adults’ support for those lonely, isolated or visiting the town. We resumed our Digital Café on a 1-1 appointments basis in June with referrals from Memory Lane and Age UK, held before opening for private prayer. In the autumn this expanded to a small group of regular attendees meeting alongside our usual coffee mornings whilst the church was also open to visitors. Since the pandemic we seem to be the only local provider of this type of help where people can learn how to use smartphones, go “On-line” or use features like the NHS App. The COVID 19 group formed in 2020, is now a formally constituted group for Sowerby Bridge and Ryburn wards and includes one of our members. Using church’s links to schools in the parish and Noah’s Ark debt advice services, we have promoted their first two projects:
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Distributing a recipe book to each family with tips for healthy food and healthy finances, leading to opportunities to attend a budgeting course
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Publicizing a Secret Santa for families unable to afford gifts for their children.
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c) Seasonal services This year we celebrated “Climate Sunday” on 5th September, pledging support for action at COP26. This began our “Season of Creation” covering five Sunday reflections in the service and concluding with Harvest Festival where donations were sent to CART. To visibly mark our pledge we created a new banner: “Praying for Creation” hand decorated using up-cycled materials. This was a way of bringing our congregation together in prayer and committing to personal action on Climate Change, as part of our journey to becoming an Eco church. Remembrance Sunday was commemorated at both the park gates and in church and Bishop Jonathan Gibbs visited church in December to mark our 200th year and dedicate the recent refurbishment of our lighting and sound systems. The Candlelit Carol Service went ahead as normal and we modified the Christingle Service,
making and lighting our own Christingles using a paper bag of “components” as a safety precaution.
d) Community events. Rushbearing 2021 was held, but on a smaller scale with rushes presented at the door. We had a stall in the churchyard selling home-made produce and the annual badge, which in our bicentenary year featured an image of Christ Church. Two weeks later, for Heritage Open Day we took up the theme “Edible England” on issues such as Fairtrade and social justice, food miles, and local food specialities with displays in church and also online. We have also been an active member of the Cultural Network supporting Sowerby Bridge Heritage Action Zone. Our role has been to support and publicize events e.g. hosting the video
Communication
After the major changes to communicate with people digitally during the pandemic we have continued to use all our digital channels fully. Despite fewer events in church to promote or report, we have grown our “on line” audience as more people are using mobile devices like smart phones and tablets. We have received many favourable comments about the methods we have adopted for the different media we use to reach both church members and the wider community. Our Facebook page likes have risen from 770 to over 800 as we have continued to post on Facebook, particularly including links to services filmed for our “You Tube” channel which are available to all.
I mproving our environment/appearance
The Gardening Group was first to resume activities, keeping the graveyard tidy, and we also had a visit from the Senior Forester to advise on caring for our trees. We are grateful to the Bereavement Services & “Green” teams at Calderdale Council who have helped remove grass and prunings from site. We are growing more environmentally aware of the value of our local green spaces, the need to provide more natural habitat, and how we can as individuals and a church reduce our carbon footprint.
This year the Diocesan Environmental team have introduced a rank showing how we compare to all other churches in the diocese. We are in the 30%-40% band: our carbon emissions are 7.6 per square metre which ranks us just behind the top 33% of the churches, and well below the 50% highest emitting churches.
Access
This year the installation of the new Streaming service and digital hearing loop has been welcome, to widen inclusion of those who use hearing aids and improve sound quality for all. We continue to fund raise for the Sound System instalment plan, and towards the next level access project: path to East Gate.
Maintaining Christ Church -a grade 2 listed building
The Quinquennial Inspection was delayed a little but undertaken in March 2021. Nothing from the report was indicated as urgent, but there were various maintenance issues
identified with broad budget costs between £15K-£20k: to be carried out over the next 5 years. We have consulted our inspecting architect this year on the following areas:
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The retaining wall at the north side of Church regarding possible root damage from self-seeded trees on Together Housing land. This is ongoing but being addressed.
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Archaeological dig to investigate if the south side of the graveyard is a viable project for a disabled access pathway. This was successful in that no problems were found along the proposed route but will need to wait until funding is found to progress.
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We were granted a faculty to retain the chairs from St Andrew’s Church Holmfield for use on the balcony at Christ Church to restore the seating capacity on the balcony.
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Risk assessments have been carried out in the church and churchyard and regular testing and servicing or maintenance done on equipment. The terrier and inventory of assets has been updated and we were granted a faculty to re-purpose some items from a local church which has now closed.
Structure, governance and management
Over the year of 2021 PCC have met via Zoom 11 times. Minutes are uploaded to the website and can be viewed by members. Every meeting sees a detailed treasurer and fabric report which informs us about our present finances, work required to keep our Grade 2 listed building safe.
As a priority we continued to review our risk assessments using the Diocese and Government guidelines as things gradually began to ease over the year. We have reviewed our Health & Safety/ Safeguarding policies and our Safeguarding team confirmed there have been no incidents to report during the year.
Financially we have monitored our income and expenditure tightly, keeping a careful eye on cash flow and encouraging our congregation to continue giving regularly and wherever possible through methods which allow us to claim gift aid from individuals or from the Gift Aid small donations scheme.
Administrative information
Christ Church is situated on Wharf Street, Sowerby Bridge postcode HX6 2LW. It is part of the Diocese of Leeds, within the Church of England. The correspondence address is:
The Vicarage, 62 Park Road, Sowerby Bridge, HX6 2BJ, or via the website at www.christchurchsb.org.uk. Our Facebook page is www.facebook.com/Christchurchsb
The PCC is a body corporate (PCC Powers Measure 1956, Church Representation Rules 2006) and the method of appointment of its members is set out under these rules. We encourage everyone in Christ Church to register on the electoral roll and stand for election to the PCC. Due to COVID-19 the APCM for 2019 did not take place until 18[th] October 2020 and the Diocese confirmed that all PCC members previously elected had their terms extended until
such time as it took place. In 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. There are no paid employees but training costs and travel have been reimbursed and occasional office fees are paid at the Church of England annual rates e.g. at funerals, to church members, including members of PCC.
The PCC is also a charity registered with the Charities Commission, Registration number 1131180. PCC members who have served from 1 January 2021 until the date this report was approved are:
Ex Officio Members
| Incumbent | Rev. Canon Angela Dick | Chairman |
|---|---|---|
| Wardens | Peter Henry (re-elected 24 April 2022) | |
| David Gill (re-elected 24 April 2022) | ||
| Elected | ||
| Members | ||
| Paul Healey ( re-elected 24 April 2022) | Treasurer |
|
| Helen Pedley | Vice Chair, Data protection lead | |
| Anthea Gee | Secretary & Deanery Synod Rep | |
| Graham Lamb | ||
| Kevin Henry ( re-elected 24 April 2022) | ||
| Angela Wilkins ( re-elected 24 April 2022) | ||
| Susan Sanderson | ||
| Janet Turner |
This summary review of the year’s activities given to members at the APCM was approved by the PCC on the 20[th] June 2022.
It is to be read in conjunction with the attached financial review, notes and examined financial statements for 2021, approved on 28th March 2022.
Signed on their behalf by:
Rev. Canon Angela Dick, PCC Chairman
The PCC of Christ Church Sowerby Bridge Financial Statements for year ending 31 December 2021
Financial Review
Income, Activities and Growth
This year has seen us cautiously resume “in person” activities in a COVID safe way according to the national restrictions and with the help of Diocesan guidelines. Our first service in 2021 was on 21[st] March with full social distancing, no singing and no social interaction afterwards. This progressed to singing one final hymn outside in the churchyard after the service, to singing hymns through our masks and resuming some hospitality at our events e.g. Tuesday coffee mornings and Christmas Fair. As the vaccination programme has proceeded, we have gradually welcomed back most of our worshipping community and seen some new faces too, although the number of casual visitors has been very few. For those vulnerable or anxious we continue to livestream/record our services each week to view at home. During the Season of Creation we held a series of 6 consecutive Sundays focused on the environmental crisis and the COP26 conference. This began with Climate Sunday, included Edible England our Heritage Open Day event, and ended with Harvest Festival during which time our members created a new banner showing our commitment to “Praying for Creation.” We have celebrated the wedding postponed from 2020, enjoyed a series of delayed infant baptisms, and supported 13 family funerals, 4 of which were held in church. Rushbearing did take place but on a smaller scale and with no formal refreshments or stalls except a stall in the churchyard selling home- made produce and cakes.
In this our bicentenary year of the current Christ Church building (opened in May 1821) we have been able to celebrate on a small scale. Our Area Bishop, Jonathan, came to dedicate the lighting system, and the new digital streaming system in which PCC decided to fully invest, following the free trial of the camera in 2020. This became a much bigger project when the old sound system began to fail, and its full replacement has brought much improved sound quality and incorporates a new digital hearing loop to improve access to those using all types of hearing aids. We negotiated a payment plan beginning in May 2021 and extending to November 2023. We have set up a special appeal restricted to “The Sound System” which launched in April and we were delighted to receive a generous family donation “in memoriam”, and two donations from Nestlé’s Community Giving stream (£500) and their branch of Unite the Union (£100). We are planning to supplement donations with a series of fundraising activities, including two choral events originally planned for 2019 which are now rescheduled for April and September, and extending until 2023 with other fairs and festivals.
We are grateful to all our regular stewardship givers and are pleased to say that our unrestricted giving has almost matched that in 2020, around £29k, but is still below preCOVID levels. We continued to connect with the parish through social media, communicating important health messages for Calderdale Council and signposting to other charities to highlight what help is available. At the end of 2021 our “digital exclusion”
project funded by CFFC remains open in the form of a Digital Café and/or 1-1 appointments. It has been widely publicised in the 2022 “Home instead” activities booklet distributed amongst the isolated and elderly. We are hoping to use the small remaining balance to continue this work and are working with people identified by our local Memory Lane Café co-ordinators.
Expenditure
Our largest expenditure item is always payment towards the Diocesan Parish share which for 2021 was unchanged at £25,305. We are delighted that the generosity of our members has meant in 2021 we have paid £15,600 towards the Parish share (up by 39% from last year of only £11, 241). This has increased the percentage paid back to 62% from last year’s low of only 45% of the request. The next largest expenditure this year has been towards the two instalments due in 2021 for the major repairs to the Sound System, £6179, and representing 28% of the total due. We also paid our architect for the Quinquennial Inspection report on the building’s condition and are relieved that no urgent repairs are necessary. After paying for this report and inspections of both the condition of the roof, and test digging in the graveyard along the route of potential ramped access route we still retain £4650 of the Nayler Award which is restricted for smaller necessary repairs.
With church closed from late December 2020 to March 2021 we saw some fall in our utility bills (£300), but they remain one of our highest expenses as we need ensure the building does not suffer from damp. We are concerned that when our current 3 year contract ends in August 2022 this will inevitably increase steeply and are seeking new prices for carbon neutral energy. We have had to spend more on Health & Safety this year to service & clean the water boilers, and provide a continuous supply of face masks hand sanitizer dispensers and cleaning materials. Our decision to invest in “on line” and card reader payment options has been fully justified with fewer people carrying cash but this does mean costs of stewardship have also risen. Last year we cut all charitable donations except those to Christians in Calderdale Schools, who rely on donations to fund their activities and pay their staff. This year we have re-instated one PCC donation of £50 to Christian Aid. We were glad to host two special services to assist our individual members generously donate: to CART at harvest festival and The Children’s Society at Christingle.
Summary
Our reliable donations from members (through standing orders or regular direct credits), has risen and is now around £1300 per month. This added to the resumption of income generating activities means that our arrears added at the end of 2021 fell back to £9705. We continue to be thankful that the Diocese does not request payment of arrears from previous years until the current year can be paid in full. We are confident that the improvements in our building’s lighting and sound quality can help it play a fuller part in the life of Sowerby Bridge, particularly as it is now a designated Heritage Action Zone to improve the vibrancy of our high street. We expect that our remaining commitments to the sound system will be met by fundraising events for the wider community to enjoy and contribute to, and in time restore our ability to fully meet our Parish share requests.
CHRIST CHURCH SOWERBY BRIDGE
End of Year Financial Statements
Year ending 31 December 2021
Statement of Financial Activities
| £ £ Unrestricted Designated Restricted Endowment Total Prior year funds funds funds funds funds total funds |
|
|---|---|
| Income and endowments from: Donations and legacies Income from charitable activities Other trading activities Investments Total income Expenditure on: Raising funds Expenditure on charitable activities Total expenditure Net income / (expenditure) resources before transfer Transfers Gross transfers between funds - in Gross transfers between funds - out Other recognised gains / losses Net movement in funds Total funds brought forward Total funds carried forward Represented by Unrestricted General fund Designated Building Reserves Restricted Bishop Development Fund Building Grants - Community Support grants Flower Fund Res Access Resourcing Ministry Sound System |
29,022 104 6,950 — 36,077 48,221 988 — — — 988 212 374 — 869 — 1,243 170 — — 1 — 1 2 |
| 30,385 104 7,821 — 38,310 48,606 94 7 0 — 101 262 31,751 — 9,356 — 41,107 39,659 |
|
| 31,845 7 9,356 — 41,209 39,921 |
|
| (1,460) 96 (1,535) — (2,899) 8,684 — — 171 — 171 1,158 — — (171) — (171) (1,158) |
|
| (1,460) 96 (1,535) — (2,899) 8,684 |
|
| 4,098 1,886 8,993 — 14,978 6,293 |
|
| 2,637 1,983 7,458 — 12,078 14,978 2,637 — — — 2,637 4,098 — 1,983 — — 1,983 1,886 — — 173 — 173 278 — — 4,650 — 4,650 7,500 — — 133 — 133 133 — — 88 — 88 — — — 1,012 — 1,012 400 — — 494 — 494 681 — — 904 — 904 — |
There may be minor discrepancies in totals if pence are not being shown Page 2
Balance sheet
| Balance sheet | ||
|---|---|---|
| General Designated Restricted Endowment |
£ £ This year **Last year ** |
|
| Current assets Cash at bank and in hand Liabilities Creditors: Amounts falling due in one year Net current assets less current liabilities Total assets less current liabilities Total net assets less liabilities Represented by Unrestricted General fund Designated Building Reserves Restricted Res Access Flower Fund Resourcing Ministry Sound System Building Grants - Bishop Development Fund Community Support grants Funds of the church |
2,638 1,983 7,512 — |
12,133 15,623 |
| 2,638 1,983 7,512 — — — 55 — |
12,133 15,623 55 645 |
|
| — — 55 — |
55 645 |
|
| 2,638 1,983 7,457 — |
12,078 14,978 |
|
| 2,638 1,983 7,457 — |
12,078 14,978 |
|
| 2,638 1,983 7,457 — 2,637 — — — — 1,983 — — — — 1,012 — — — 88 — — — 494 — — — 904 — — — 4,650 — — — 173 — — — 133 — |
12,078 14,978 2,637 4,098 1,983 1,886 1,012 400 88 — 494 681 904 — 4,650 7,500 173 278 133 133 |
|
| 2,637 1,983 7,458 — |
12,078 14,978 |
Statement of assets and liabilities
| General Designated Restricted Endowment |
£ £ This year **Last year ** |
|
|---|---|---|
| Current assets - Cash at bank and in hand Cash on hand - Barclays Current - Barclays Bus Saver - Totals Liabilities - Agency accounts Agency collections - Totals Grand total |
72 — 19 — 2,096 128 (1,007) — 470 1,854 8,501 — |
91 — 1,216 4,798 10,825 10,824 |
| 2,638 1,983 7,512 — — — 55 — |
12,133 15,623 55 645 |
|
| — — 55 — |
55 645 |
|
| 2,638 1,983 7,457 — |
12,078 14,978 |
There may be minor discrepancies in totals if pence are not being shown Page 3
Fund movement by type
| Fund movement by type | ||
|---|---|---|
| £ £ £ £ Opening Incoming Outgoing **Transfers ** |
£ £ Gains/losses Closing |
|
| Access - Res Access Restricted Sub-total for Access Flowers - Flower Fund Restricted Sub-total for Flowers ResMinry - Resourcing Ministry Restricted Sub-total for ResMinry Sound - Sound System Restricted Sub-total for Sound General - General fund Unrestricted Sub-total for General Resbuild - Building Grants - Restricted Sub-total for Resbuild BDF - Bishop Development F Restricted Sub-total for BDF CSH - Community Support gr Restricted Sub-total for CSH Fabric - Building Reserves Designated Sub-total for Fabric Grand total |
400 612 — — |
— 1,012 |
| 400 612 — — — — 82 171 |
— 1,012 — 88 |
|
| — — 82 171 681 123 138 (171) |
— 88 — 494 |
|
| 681 123 138 (171) — 7,084 6,180 — |
— 494 — 904 |
|
| — 7,084 6,180 — 4,098 30,385 31,845 — |
— 904 — 2,637 |
|
| 4,098 30,385 31,845 — 7,500 1 2,851 — |
— 2,637 — 4,650 |
|
| 7,500 1 2,851 — 278 — 105 — |
— 4,650 — 173 |
|
| 278 — 105 — 133 — — — |
— 173 — 133 |
|
| 133 — — — 1,886 104 7 — |
— 133 — 1,983 |
|
| 1,886 104 7 — |
— 1,983 |
|
| 14,978 38,310 41,209 — |
— 12,078 |
There may be minor discrepancies in totals if pence are not being shown Page 4
Analysis of income and expenditure
| Total £ Unrestricted Designated Restricted Endowment This year Last year INCOME AND ENDOWMENTS Donations and legacies Gift Aid Bank 12,937 — 50 — 12,987 14,644 Gift Aid Envelopes 3,250 — — — 3,250 3,959 Other Planned giving 4,610 — — — 4,610 4,015 Sunday collections 1,350 — — — 1,350 1,518 Collections at special services 136 — — — 136 82 Special appeals 83 16 6,439 — 6,538 767 Donations by public 2,191 88 35 — 2,315 1,843 Voluntary Contributions to general expenditure — — 43 — 43 69 Gift aid income tax recovered 4,463 — 382 — 4,845 5,128 Grants one off — — — — — 16,193 Total 29,022 104 6,950 — 36,077 48,221 Income from charitable activities Fees retained by PCC 988 — — — 988 212 Total 988 — — — 988 212 Other trading activities Fairs and events 314 — 869 — 1,183 — Refreshments — — — — — 126 Room hire and banner fees 60 — — — 60 40 Other sales — — — — — 4 Total 374 — 869 — 1,243 170 Investments Interest Received — — 1 — 1 2 Total — — 1 — 1 2 |
Total £ Unrestricted Designated Restricted Endowment This year Last year INCOME AND ENDOWMENTS Donations and legacies Gift Aid Bank 12,937 — 50 — 12,987 14,644 Gift Aid Envelopes 3,250 — — — 3,250 3,959 Other Planned giving 4,610 — — — 4,610 4,015 Sunday collections 1,350 — — — 1,350 1,518 Collections at special services 136 — — — 136 82 Special appeals 83 16 6,439 — 6,538 767 Donations by public 2,191 88 35 — 2,315 1,843 Voluntary Contributions to general expenditure — — 43 — 43 69 Gift aid income tax recovered 4,463 — 382 — 4,845 5,128 Grants one off — — — — — 16,193 Total 29,022 104 6,950 — 36,077 48,221 Income from charitable activities Fees retained by PCC 988 — — — 988 212 Total 988 — — — 988 212 Other trading activities Fairs and events 314 — 869 — 1,183 — Refreshments — — — — — 126 Room hire and banner fees 60 — — — 60 40 Other sales — — — — — 4 Total 374 — 869 — 1,243 170 Investments Interest Received — — 1 — 1 2 Total — — 1 — 1 2 |
|---|---|
| 988 — — — 988 212 314 — 869 — 1,183 — — — — — — 126 60 — — — 60 40 — — — — — 4 |
|
| 374 — 869 — 1,243 170 — — 1 — 1 2 |
|
| — — 1 — 1 2 |
|
| INCOME TOTAL | 30,385 104 7,821 — 38,310 48,606 |
There may be minor discrepancies in totals if pence are not being shown Page 5
| Total £ Unrestricted Designated Restricted Endowment This year Last year EXPENDITURE £ £ Raising funds Costs of fundraising events 75 — — — 75 33 Costs of stewardship campaigns 18 7 0 — 26 208 Costs incurred in respect of grants — — — — — 20 Total 94 7 0 — 101 262 Expenditure on charitable activities Mission giving and donations 350 — — — 350 459 Diocesan Common Fund 15,600 — — — 15,600 11,241 Salaries wages and honoraria 99 — — — 99 264 Clergy expenses of office 1,722 — — — 1,722 1,427 PCC and visiting clergy 184 — — — 184 41 Vicarage expenses — — — — — 75 Education Training — — 25 — 25 87 Mission activity in parish 861 — 217 — 1,079 7,263 Insurance 4,882 — — — 4,882 4,864 Church telephone Wi-Fi 400 — — — 400 533 Media -Website Noticeboards 475 — — — 475 223 Service supplies 93 — 82 — 175 316 Service music liturgy material 805 — — — 805 720 Admin print post stationery 40 — — — 40 360 Admin software & other 403 — — — 403 317 Church security health safety 1,223 — 1,029 — 2,253 1,907 Church maintenance interior 636 — — — 636 820 Church maintenance exterior 263 — 1,821 — 2,084 4,148 Utility gas 2,186 — — — 2,186 2,378 Utility electric 617 — — — 617 660 Utility water 58 — — — 58 127 Costs of Trading 34 — — — 34 — Governance costs 13 — — — 13 27 Major Repairs 797 — 6,179 — 6,977 1,393 Total 31,751 — 9,356 — 41,107 39,659 |
Total £ Unrestricted Designated Restricted Endowment This year Last year £ £ 75 — — — 75 33 18 7 0 — 26 208 — — — — — 20 |
|
|---|---|---|
| 31,751 — 9,356 — 41,107 39,659 |
||
| EXPENDITURE TOTAL | 31,845 7 9,356 — 41,209 39,921 |
|
| GRAND TOTAL | (1,460) 96 (1,535) — (2,899) 8,684 |
There may be minor discrepancies in totals if pence are not being shown Page 6
Notes to the accounts 2021
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The financial statements of the PCC have been prepared in accordance with the Church Accounting Regulations 2006 using the Receipts and Payments basis.
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The PCC does not consider that it has any fixed assets. Items purchased with grant funding do not generate income and are used to provide activities to the community free of charge.
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Funds - The PCC has no endowed funds.
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Restricted funds must be spent on the restricted purposes for which they were given or raised. The PCC tries to focus on one ministry project per year and just one active building project at a time. As previous years’ projects are completed, the restricted funds associated with them are closed and new ones begun. In 2021 following the introduction of a digital streaming system a new Sound System fund was created for donations restricted to meet the instalment payment plan.
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Designated funds are accumulated transfers of unrestricted funds set aside by the PCC for use in the future. The designated building fund represents accumulated transfer of unrestricted funds to provide a reserve to draw upon should there be major repairs needed, and forms part of our continuity plan. They remain unrestricted and the PCC may move any surplus to other general funds.
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Arrears – The Diocese of Leeds Parish Share formula is based on the allocation of cost for clergy, and then adjusted for church attendance and social deprivation in the parish. Our parish share varies each year depending on significant changes in these three drivers. The 2021 request for parish share (£25,305) could not be met in full, and £9,705 was added to our arrears. This year we managed to pay 62% an improvement on last year (only 44%) and we are working hard to increase our income from donations, events and hire of the building. The Diocese does not request payment of arrears from previous years until the current year can be paid in full. They maintain a record of the backlog which now amounts to £64,505 built up over 9 years. Our long term goal is to pay our annual Parish Share in full.
5. Analysis of Income and expenditure -Clergy expenses may include a small proportion relating to their function as a PCC member. At 31 December 2021 the PCC bank account included card reader receipts from the Christingle service which were restricted to the work of The Children’s Society and not part of PCC Income. These are shown as a creditor in our “agency” account.
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Commitments – The PCC has entered into three financial commitments extending beyond a 12 month period, and one in relation to our opening hours for public visits.
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Since 2019, the PCC had entered into a 3 year commitment with its insurers Ecclesiastical Insurance Office PLC which gave improved discount terms, and expired on 24 March 2022. The demands of a Grade II listed building are complicated and the added value and responsiveness provided by our existing supplier during the term has been very good. PCC have agreed to enter into a new “Long Term Undertaking and Rate Stability Agreement”, giving a similar discount of 10% and expiring on 24 March 2025. The current basic annual fees payment including discount & insurance premium tax for the 12 months until 25 March 2023 is £5,128.
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On 19 May 2021, following the introduction of a digital streaming system the PCC entered into a commitment to a schedule of 6 x6 monthly instalments beginning in May 2021 and ending in November 2023 with its supplier Keystone Sound Systems Ltd. Four instalments remain totalling £9313 for 2022, and £8683 for 2023. In order to meet this commitment, the PCC has developed a fundraising plan with additional and varied events for the whole community and is confident payments will be met on time.
There may be minor discrepancies in totals if pence are not being shown Page 7
In 202 1 we secured a "Ereen electriciv supply with SSE Business Energy. at fixed rates for a two year period commencing I September 2021 and continuing until 31 August 2023. Our contract with English Heritage for funding repairs to the roof continues until 2023 and requires the PCC to open weekly for the agreed hours for public access ènd to adhere to the maintenance plan. Once lockdowns eased, we introduced pre registering through a "ticketing" system for visitors and QR check in to enable us to "track and trace. Whilst social distancing remained recommended, visits could be booked through our website and remain free of charge. Since restrictions have been lifted we have re-inststed public access on Tuesday and Saturday mofnings. 7. Reserves Poli(v- It is the PCC'S policy to maintain sufficient unrestricted funds to ensure the churth continues its activities, can smooth out fluctuations in cash flow to pay its suppliers on time, and can cover emergencv situations which may arise from time to time. In the long term it is the Pcc's hope to rebuild the total reserves to cover three months unrestrirted payments lapprox. £10,0) with £5000 of this designated to maintaining the fabric of our listed building. This designated fund is reviewed annually as part of the reserves and for its ability to be match-funding towards grants needed for major works. 8. This year the balance of thè designated reserve at 31 December rose slightly to £1,983 whilst we also retain additional restricted funds in the Buildings reserve of £4650. The Quinquennial inspection completed in 2021 did not require any urgent work needed and PCC have not thought it necessary to designate additional amounts this year. given we have brought forward the replacement hearing loop within the sound system programme. 9. Post Balance sheet events- Whilst still within our existing gas contract, on 11 January 2022 the PCC enterLTI into a future contract for our gas supply with Smartest Energy. This has secured a fixed price rate for carbon off set gas for a 24 month period from l October 2022 until 30 September 2024. The PCC remains vigilant to the risks involved to our members and visitors, and although restrictions have now been lifted, will continue to review the situation and follow the Diotesan guidance and any government announcements concerning the COVID pandemic. Approi'ed by the PCC on tlie 28 March 202? and signed on their behdlf by: Rev. Canon Angela Dick, PCC Chaim)an Independent Examiner ,/1/5rl( IYiei-c> inuy bc, min()r di.%L'tt'puiicie.Y in lulul.i' ifpen¢i' urc 1 bciiig.¥liow P£ige 11
The Pigsty Lydgate Farm JIM Allen Lone Mldgley Halifox HX2 6DQ s e r v i c e s Mob: 07793728525 Tel: 01422 881534 Indep•nd•nt •xamln•r's report to the truste•s ol C151 Church. Sow•rby Brldg• I report to the trustees on my examinalion of the accounts of Christ Church. Sowerby Brbdge for the yeor ended 31s1 December 2021. Responsibilities and basis of report: As the chority trustees you are responsible for the preparation of the accounts in accordonce with the requirements of the Charities Act 2011 ('the Act,). I ieport in respect of my examinalion of the Christ Church, Sowerby Bridge accounts carried out under section 145 of the 2011 Act and in carrying out my examination I have followed all the applicable Directions given by the Charity Commission under section 145{5) (b) of the Act. Independent examiner's Statement: I hove completed my examinotion. I confirm thal no materiol matters have come to my ottention in connection with the exomination giving me cause lo believe that in any material respect: occounting records were not kept in respect of the Trust os required by section 130 of Ihe Act,. or 2. the accounts do not accord with those rec(yds. I have no concems ond have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached. Signed: Name: Ruth Strickland Relevant professionol qualificotion membership of professional bodies: Member of Chartered Institute of Management Accountants Dale: 28th March 2022 C l¥ Lid. u•dlThJ Is Prtsry SeTrlti Riqlstwailm No 6324223 Re9tsEeied In Eib9tshd & W4ks Rg&iered Add$ The A9lly L ydq41 larrn rn Allen Larn Mldgli Ws1 Yorshlre HX? 6DQ