Receipts and Payments Accounts
Year ending 31st December 2021
Parish of St. Francis Meir Heath & The Holy Evangelists Normacot
Charities SORP (FRS 102)
2 . F SLE \pproved by the PCC on si Atel br signed on their behalf by Kamit foshes Chairman) ‘G~, DIOCESE OF 3 oan ar , LICHFIELD .... ate a i. The Church of England around Staffordshire, northern Shropshire and the Biack Country
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Financial Statements fortheYearEnded 31 December2021
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Financial Statements fortheYearEnded 31 December2021
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Financial Statements fortheYearEnded 31 December2021
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Financial Statements fortheYearEnded 31 December2021
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Financial Statements fortheYearEnded 31 December2021
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Financial Statements fortheYearEnded 31 December2021
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Financial Statements fortheYearEnded 31 December2021
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|ReceiptsandPayments|||||||||||||||||||||||||||||||||
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Unrestricted
|Designated Funds|Restricted
Funds|
Endownments | Total Funds2021 §f
Funds
Funds|||||||||||||||||Total Funds2020||2020|
||||||||||||||||||||seenote|note|9forfull|
|Receipts|i|||||||||||||||||||comparatives||
|Donations andLegacies|||||||||||||||||||||||
||||2a||39,744|||||6,382|||||||46,128|||||35,352|
|Charitable Activities|||||||||||||||||||||||
||||2b||5,646||||||||||||5,646|||||3,670|
|OtherTrading Activites
Investments|;
|
:|2c||9,550||||||||||||9,550|||||7,760|
||||2d||1,087||||||||||||1,087|||||20|
|Other||||||||||||||||||||||
||||26||175|||||765|||||||940|||||3,161|
|CapitalWithdrawalfromInvestment;||||40,000||6,600|||55,152|||||||101,752||||35,000||
||Total!|||||||||||||||||||||
|||||96,202||6,600|||62,299|||||||165,104||||84,963||
||!|||||||||||||||||||||
|Raising Funds|e*
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:|3a||465||ee|ee|||||ee|||es
465||||||585|
|Charitable Activities|||||||||||||||||||||||
|||3b||91,012||6,600|||7,492||||||105,104|||||94,094||
|Other||||||||||||||||||||||
||||3¢||207||||||||||||207|||||2,750|
|Total||||||||||||||||||||||
||||91,684|||6,600|||7,492||||||105,776|||||97,429||
|Net gain/{losses) on investment||||||||||||||||||||||
||||-20,948|||||44,414|||||||65,362|||||-15,277||
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|Net Income/(Expenditure)|||||||||||||||||||||||
|a|||___|4,518]|||____||84,807|||_||||59,325||||-12,466||
|Transferbetween Funds|||||||||||||||||||||||
||4||-15,397||||||15,397|||||||||||||
|nf
NetMovements in Funds
!|||EEE|Pe||ed A|ESE|RE||PeEE|EE|SS|ee|pa|eg|BES JJere|ereeee|||Ee||
||||-31,827||||||25,790|||||||-6,037||||-27,743||
|Tota! Funds brought forward (1st||||||||||||||||||||||
|Jan 2021)|||173,170||||||87,454||||||260,621|||||288,364||
|Total Funds carried forward|(31st|||||||||||||||||||||
|Dec2021)|||141,343|||||113,244|||||||254,584|||||260,621||
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25/02/2022, 14:05 Independent Examinar’s Report to the Trustees of St Francis Meir Heath & The Holy Evangelists Normacot - Google Docs
Independent Examiner's Report to the Trustees of St Francis Melr Heath & The Holy
Evangelists Normacot
| report on the accaunts of the church for the year ended 31st December 2021.
Respective Responsibllities of Trustees and Examiner
The Church's trustees are responsible for the preparation of the accounts. The church's
trustees consider that an audit is not required for this year under section 144(2) of the Charitlas
Act 2011 (the 2011 Act) and that an independent examination is needed.
itis my responsibility to:-
Examine the accounts (under section 145 of the 2041 Act);
To follow the procedures laid down In the General Directions given by the Charity
Commissioners (under section 145(5)(b) of the 2011 Act); and :
To state whether particular matters have come to my attention.
Basis of Independent Examiner’s report
My examination was camied out in accordance with the general Directions given by the Charity
Commision. An examination includes a review of the accounting records kept by the charity and
a comparison of the accounts presented with those records. It also includes consideration of
any unusual items of 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 an audit and consequently no opinion is given as to whether
the accounts present a ‘true and fair view and the report is limited to those matters set out in
the statement below.
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26/02/2022, 14:05 Indepandant Examiner's Report to the Trustees of St Francis Metr Heath & The Holy Evangelists Normacot - Google Dacs
Independent Examiner’s statement
In connection with my examination, no matter has come to my attention:
4. which gives me reasonable cause to believe that in any material respect the
requirements
to keep accounting records In accordance with section 130 of the 20141 Act; and
to prepare accounts which accord with the accounting records and comply with the
Accounting records of the 2011 Act have not been met; or
2. to which, in my opinion, attention shauld be drawn in order to enable a proper
understanding of the accounts to be reached.
Gillian Jackson
24 Draycott Old Road
ST11StokeForsbrook on9AL Trent pst_ .-
28th February 2022
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ee) Trustees’ Annual Report for the period | Luks 9 [Period | [Day [Month [Year | Day| Month Year | startdate Periodenddate Section A Reference and administration details Charity name THE PAROCHIAL CHURCH COUNCIL OF THE y ECCLESIASTICAL PARISH OF MEIR HEATH & NORMACOT, STOKE-UPON-TRENT
Section A
- Other names charity is known by| MEIR HEATH & NORMACOT PCC
Registered charity number (if any) 4131470
Charity's principal address| Parish Office, St Francis’s Church
Sandon Road Stoke-on-Trent
Names of the charity trustees who manage the charity
|4|The Revd DrDavid
McHardy||Vicar/Chairman|Exofficio byvirtue ofoffice|
|---|---|---|---|
|9|Mrs Dawn Roberts||Churchwarden/PCC
Secretary|Elected bytheAnnual Parish
Meeting|
|3|MrsWendy Huson||Churchwarden|Elected bytheAnnual Parish
Meeting|
|4|Miss Lynn Gater|Churchwarden|Elected bytheAnnual Parish
Meeting|
|5|Mrs Susan
Goodwin||Elected bytheAnnual Parish
Meeting|
|6|Mrs Julie Kent|Treasurer/Deanery
Synod / Lay Reader|Ex officio, by virtue of licence|
|7|Mrs Valerie Lynch||Elected bytheAnnual Parish
Meeting|
||Mrs Denise Parr||Elected by the Annual Parish|
|8|||Meeting|
|9|MrsYvonne Ryan|| Social / Health &
Safely|Elected bytheAnnual Parish
Meeting|
|40|Mr KeithWheeldon|| Mission Committee|Elected bytheAnnual Parish
Meeting|
||Mr Richard||Elected by the Annual Parish|
|11||Whitmore||Meeting|
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Names of the trustees for the charity, if any, (for example, any custodian trustees) [Name | Dates acted if not for whole year
Names and addresses of advisers (Optional information)
Type of Name Address adviser Name of chief executive or names of senior staff members (Optional information)
Section B Structure, governance and management
Description of the charity’s trusts T Meir Heath & Normacot PCC is a corporate body established by the Type off governing dosumen t Church of England operating. under the PCC (Powers) Measure 1956 rs as amended and Church Representation Rules. How the charity is constituted Corporate Body Trustee selection: meine Allthose PCC on members the Church's are charityElectoral Trustees, theRole at an Annual majorityParochial being electMe e tingd by a - held before the end of April each year. Others are members and Trustees by virtue of their position in the Parish or by election to the Lichfield Diocesan Synod.
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Additional governance issues (Optional information)
You may choose to include Newly elected PCC members are introduced to their role as Trustees additional information. where of a registered charity and members may attend Diocesan training relevant. about: events applicable to their roles. All issued with ‘Trusteeship: An Introduction for PCC Members’ published jointly by The Archbishops’ * policies and procedures Council and the Charity Commission. The Lichfield Diocesan Office adopted for the induction and | offers high quality, professional advice to PCCs. During the pandemic, training of trustees; meetings were reduced in frequency and mainly held via Zoom. e the charity's organisational structure and any wider Safeguarding training for the members of the PCC was completed network with which the charity |according to the requirements of the Church of England and an works; appropriate register is maintained. No safeguarding issues were raised e relationship with any related |during the year parties; e trustees’ consideration of major risks and the system and procedures to manage them. Section C Objectives and activities | The PCC’s principal function is to promote in the ecclesiastical Parish the whole mission of the Church (pastoral, evangelistic, social and ecumenical). We try to enable people to live out their faith more effectively through the Diocese’s Four Primary Purposes of: () Worship and Prayer O Evangelism and Outreach O Teaching and Nurture Summary of the objects of the 0 Social Justice and Care charity set out In its In doing so, we provide a benefit to the public by: governing document Y ng: : . . O Providing facilities for public worship, pastoral care and spiritual, moral and intellectual development, both for our members and for anyone who wishes to benefit from what the Church offers: and 1 Promoting Christian values, and service by members of the Church in and to the community, to the benefit of individuals and society as a whole.
To facilitate this work it is important for us to keep the fabric of our parish buildings and the condition of the grounds in good order.
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In planning our activities, the PCC trustees have been 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 the administration of the Charity.
Worship and Prayer
The PCC is committed to enabling as many people as possible to worship in our churches and to become part of our parish community. We are fortunate to be able to enjoy a wide and flexible programme of liturgical worship, within the Catholic tradition. Including: Sunday services 0800 Holy Communion (BCP) St Francis 0930 Parish Mass & Children’s Church St Francis 1115 Parish Mass Holy Evangelists
Weekday services
Morning Office 09:00 Morning Prayer (Mon to Thurs) St Francis Evening Office 17:00 Evening Prayer (Mon to Thurs) St Francis Tuesday 09:30 Mass St Francis Thursday 10:00 Mass Holy Evangelists Thursday 19:30 Mass St Francis Saturday 09:30 Mass St Francis (Advent & Lent only)
. Summary Other devotional acts of worship take place depending on the liturgical theseactivitiespublicobjectsbenefit ofundertaken the n(include mainrelationforthewithin to =| Covid-19 pandemic,seasononly, or viae.g. Stationsa mixed madesomeof the of of Cross online these during activities and in-person.Lent. were Owing available onlineto the ongoing thas Section the SatrY ave Weddings, Funerals and other rites were as arranged. Baptisms are had regard to the guidance held at 1200 noon on Saturdays or at any Sunday Mass. issued by the Charity Confessions are heard by arrangement. All such activities were Commission on public conducted in accordance with the Bishops’ Guidelines and benefit) Government regulations.
Owing to the pandemic, worship activities at the School have been suspended.
Teaching and Nurture
Due to the Covid pandemic, it has not been possible to follow our usual course of educational programmes this year. Instead, although technical difficulties had to be overcome, use has been made of online courses, utilizing the Benefice’s YouTube channel. An Advent course was presented in this way.
Evangelism and Community Outreach
The Beacon parish magazine — published monthly in-house and widely distributed across the parish community. The PCC decided that the magazine would be distributed by post, free of charge, to all who wished to receive a printed copy for the duration of the pandemic. Ach edition would be available electronically to those who prefer to receive it in that format. Local companies and individuals publish adverts in the magazine. Fr David has used the Beacon parish magazine, through a series of monthly articles, to help the community and congregation to meet the challenges of the present crisis, as well as by providing articles on appropriate Christian topics. Occasional articles on other topics are contributed by members of the parish. Regular reflections have been emailed throughout the congregations
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and occasional talks have been provided on Facebook, despite technical challenges.
The parish website — previously kept up to date, has suffered from the resignation of the previous webmaster and a replacement format is currently being considered, as too much technical knowledge is required for the current format. A Church Near You, maintained by the Church of England, is currently acting as a temporary replacement. Plans have been commenced with a view to replacing our current website with a more user-friendly version, permitting regular updating.
Holy Evangelists Church has suspended all social events due to the Pandemic, as of March. Worship was suspended for a period, on the Bishop’s instructions, owing to the pandemic, but has been resumed, with necessary social distancing guidelines being complied with.
Social Justice and Care We continue to support the work of The Children’s Society and World Vision. We actively promote the work of Christian Solidarity Worldwide, as well as that of Christian Aid.
Additional details of objectives and activities (Optional information)
St Clare’s Church Centre continues to be run as a venue for a range of classes and groups. The primary group to hire the hall is a dance group, which runs classes for both adults and children.
The facility is run by the PCC, with minimal involvement from the vicar. Day-to-day running of the Centre is dealt with by the Administrator. We have successfully obtained a series of relatively small grants from the You may choose to include local authority for the refurbishment and enhancement of the facility. This further y has permitted the PCC to continue to make the facility available for hire statements, where . d . he reducti f . : relevant. about: to community groups an , owing to the re uction of council services, , ‘ makes a welcome contribution to the social life of the area.
-
e policy on grantmaking;
-
e policy programme related investment;
-
e contribution made by volunteers.
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Section D
Achievements and performance
Summary of the main We have continued to live out the Christian Faith in this part of our local : . community and have remained supportive of our many ventures. The achievements of the charity . an saa . pandemic has, alas, had a major impact on our attendance and activities during the year a a Sg and has both continuing financial impact and pastoral implications. Numbers are slowly starting to return to pre-pandemic levels of attendance. Thus, although our activities have been somewhat curtailed, we continue to survive and witness in this part of our city and county.
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Section E Financial review
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We have no cash reserves at present. Our previous investment
Brief statement of the account with HSBC has been wound up and the assets transferred to
charity’s policy on reserves CCLA. This has successfully generated extra money for our reserves.
It is the PCC’s policy to closely monitor the performance of these
investments. At Normacot, we received a substantial legacy, which
has been invested with CCLA and continues to provide growth.
However, owing to the terms of the legacy, these funds are restricted.
Details of any funds materially
Further financial review details (Optional information)
You may choose to include Aside from giving, our primary sources of income are from the letting
additional information, where of our premises and from the investment funds. Expenditure has been
relevant about: directed to the support of the charity's aims, including the
° the charity's principal maintenance of buildings, the support of worship and the employment
© charity's principa of a Benefice Administrator on a part-time basis.
sources of funds (including
any fundraising); A very generous legacy (£70 000) was left to the Benefice to be spent
how expenditure has at the discretion of the Vicar for the spiritual benefit of parishioners at
supported the key objectives | \iormacot. So far, this has been used to cover transport costs to
of the charity; enable those at a distance to continue to attend church services there.
e investment policy and
objectives including any
ethical investment policy
adopted.
Section F Other optional information
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Section G Declaration The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Full name(s) |David William McHardy Po Position (eg Secretary, Chair, |[Vicar] & Chairman of the PCC etc) Date! gt October 2022
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