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2020-12-31-accounts

The Parish of St Mark with St Luke Oulton Broad CHURCH REPORT 2020

At St Mark’s and St Luke’s we hope and pray to be A growing, Christ-centred community, led by the Holy Spirit, worshipping God and making disciples.

A charity registered in England and Wales no. 1131698

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Annual Parochial Church Meeting 14 th April, 2021, 7.30pm, to be held in St Mark’s

AGENDA

Gillian Williams

APCM 2020 (Dealing with the report for 2019)

  1. Prayer

  2. Changes to the electoral roll since the 2019 APCM

  3. A report on proceedings of the PCC in 2019 (including a statement as to our compliance with all Safeguarding measures)

  4. Financial Statements for the PCC for the year ending 31 December 2019

  5. The annual fabric report for the year 2019

  6. A report of the proceedings of the Deanery Synod for the year 2019

  7. Election of New Deanery Synod Members for the new Deanery Synod members (for the 2020 to 2023 Triennium)

ANNUAL MEETING OF PARISHIONERS 2021

  1. Prayer

  2. Minutes of the last AMP

  3. Nominations for the post of Churchwardens

  4. Election of Churchwardens

APCM 2021 (Dealing with the report for 2020)

1. Prayer for new Churchwardens ( Newly elected Churchwardens stand.) Will you pray for them and uphold them in their ministry? We will.

  1. Apologies for absence

  2. Minutes of last year’s meeting

  3. Matters arising from minutes.

  4. Receiving of Reports and any Questions

  5. a. Synod report

  6. b. Safeguarding Officer’s report

  7. c. Wardens' report including Fabric

  8. d. PCC Report

  9. e. Wardens' report

  10. f. Electoral roll officer’s report

  11. g. Treasurer's Report & approval of accounts

  12. Election to the PCC (nominations may still be received at this meeting, but each nominee must be proposed & seconded)

  13. Raised matters for the incoming PCC

  14. Date of next PCC (at which there will be elections of officers)

  15. Proposed changes for APCM 2022

  16. Rector’s Report and Questions

  17. Closing Prayer

  18. Refreshments (Covid Restrictions Permitting)

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low level of reserves and the PCC will have to decide next autumn/winter if it can be achieved.

The treasurer wishes to pay tribute to all the fund-raisers and event organisers for their work and all who assist in managing the church finances with such assiduous good stewardship. And thanks are as ever due for the continuing hard work by our cashiers who carry the responsible tasks of counting and banking the cash receipts: at St. Mark’s, Ray Collins; and at St Luke’s Tony and Tessa Hilder. Their help is indispensable.

John Hunt

FABRIC AND BUILDINGS

This year’s activity on fabric matters has, by necessity, been limited by the Covid restrictions and the financial situation.

The completed items include:

The works as indicated by the last Quinquennial Report are being fully reviewed by a new Fabric Committee and plans are already in hand awaiting further costing information before approval.

Many thanks are also given to the cleaning staff and the Thursday gardening crew for their conscientious work throughout the year - all despite the difficulties as presented by Covid.

Geoff Ansdell

SAFEGUARDING OFFICER’S REPORT

RECTOR’S REPORT

We could not have predicted what 2020 would have in store and, if I’m honest, it would not have been what I would have chosen for my first full year as Rector of the Oulton Broad Team Ministry. However, in looking back on the year, I’m still thankful for progress made and some unexpected positive outcomes.

At the beginning of the year, it was good to re-establish ‘Contact’, a fortnightly dropin for those enquiring about Weddings and Baptisms. A new draft service booklet for Baptism was compiled and some initial conversations about revising Baptism policy took place.

At the beginning of February, we held a PCC Away Day. This created an opportunity for us to reflect on where we are in relation to mission and the challenges, but also the opportunities, that we are facing. This day led directly to the formation of a Mission Action Planning group which was established later in the year.

We began a Lent Course using the Film ‘The Greatest Showman’. There were two groups, afternoon and evening, and the course was well attended with participants from all three of the Churches in our Team. Unfortunately, we did not have the opportunity to complete the Course before the national lockdown began. Our last Public Act of Worship was on March 15[th] ; the following week the buildings were closed following a directive from the Archbishop of Canterbury. The first Sunday of the closure was March 22[nd] – Mothering Sunday – and we were left with a large number of Primroses which would’ve been distributed at our Worship. These were, instead, delivered to Church members and to friends/neighbours in the community, with cards offering help during the lockdown period if required. March 22[nd] was also the day that our online worship began.

And so, for almost 6 months, the buildings were closed but the Church was still active. We drew up a Covid action plan and took steps to ensure that we maintained contact with all congregation members as well as others in the community and on the fringes of our Churches. During lockdown the following activities were ongoing:

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ELECTORAL ROLL OFFICER

Communions and many people availed of the opportunity

As well as our the weekly Worship, PCC Meetings, Staff Meetings, Home Groups and Courses all moved online, with a phone-in option for those who were not able to access a video call. We grew in confidence in facilitating worship online and developed new technical skills. Therefore, despite missing the opportunity to gather in person, there were some really thoughtful moments in our online worship for Holy Week.

We secured some second-hand chairs from a Church in Norwich and applied for a Faculty for the removal of the pews in St. Mark’s and the installation of the chairs. This was finally completed in the summer and we now have a more flexible (and comfortable!) worship space in St Mark’s which mirrors the flexibility that we already have enjoyed at St. Luke’s.

In May, a well-attended meeting was held online to review Mark II, and a number of factors limiting growth were identified. During this time, I had also been praying about how we may best re-shape the pattern of worship, in order that we might reach out to the missing generations as well as reflect the fact that we are now a Team Ministry. A long process began which has resulted in a new schedule of worship being put together and we are almost ready to implement this fully. The revised worship schedule was born of prayer and listening to God. It was also given much consideration at staff meetings, presented to our PCC and then explained at two congregational meetings, one online and one physically present. I feel that the revised pattern of worship will see us reaching out in new directions and connecting

There are currently 151 people on the electoral roll of St Mark’s with St Luke’s parish, Oulton Broad.

Gillian Williams

DEANERY SYNOD

Due to the pandemic there were no meetings or activity from the Deanery Synod.

Valerie Waterman

TREASURER’S REPORT St. Mark’s and St. Luke’s financial statements for 2020, which have been adopted by the PCC, are presented as a separate document to this report. They have been independently examined by Mrs Judith Hobbs and grateful thanks are extended to her.

For 2020 the Parish Share for both St Mark’s and St Luke’s was paid in full; £48000 and £13000 respectively. For St Mark’s the last payment was in January 2021 following a PCC meeting at which it was decided to pay in full, so this last payment does not feature in the 2020 accounts. St Mark’s Parish Share payment was eased by the sale of redundant pews and furlough claims from HMG; nevertheless full payment has left the reserves at St Mark’s significantly depleted as regular income has not kept up due to the Covid lockdowns. Plate collections were lower as were donations by weekly envelope. Fee income, hall rental and events income were also all lower. At St Luke’s, plate collections were lower and rental and events income were reduced, but a generous legacy of £11700 from Geraldine Duffield prevented a deficit.

The good news is that income from Bankers Orders held up well at both churches, so we are particularly grateful to those using this method. And expenditure was contained well, church and hall expenses being less and insurance from a new company was less.

In 2020 our two churches together paid £6177 to charities, including Casa Hogar Vida, the Children’s Society, Foodbank, Suffolk Historic Churches, Whitton Life and many other charitable causes. The total donated was equivalent to more than 10% of direct regular giving.

Looking forward, we are asked in 2021 to pay parish share of £61000 from both churches, the same as for 2020. The PCC’s aim, in common with other churches in the Deanery, is to meet 100% of target. This year we still have the added problem of reduced income due to coronavirus. Meeting our target will be a struggle against the

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Dashboard resulting in Gill Williams and Helen Jary producing an action plan which was approved by the PCC.

In June a new Defibrillator was installed to the outside of St Mark’s church, this was supplied by Heart to Heart. Also at this time St Luke’s had their sound system updated which has proved to be a success.

In August Helen worked on a profile for the position of a new Team Vicar. This was advertised and possible candidates applied. As yet a face to face meeting, and formal interview has not been able to take place due to the current restrictions. At the present time the possibility of having a curate has been put on hold. Rachel Hayden resigned at the end of August as she took up the position of Ordinand in Training on a full time basis. Her placement element of the training still allows her to be involved in the benefice.

In September the new benefice logo was designed and this incorporates the names of all three churches. Also a new service schedule was discussed which led to 2 congregational meetings, one online and one in building. These had a very positive feel about them but as yet it has not been possible to go further with the new schedule due to the ongoing restrictions.

Some Christmas services were able to take place within the church buildings before the country went into lockdown for a third time.

At each meeting John Hunt, Church Treasurer, talks through his previously circulated financial report and the PCC remains eternally grateful to him for his diligence, knowledge, suggestions and control over the Church finances plus all attributes which he also shows in his preparation of the annual budget documents. Gill Williams circulates her Safeguarding Report which covers another important aspect of the Church’s work in-line with the current legislation and our gratitude goes to her for this important role.

The PCC would like to take this opportunity to thank all the volunteers who have helped with various tasks throughout the year. They are too numerous to mention individually but without whom our church would be so much worse off and we cannot thank you enough.

The PCC would also like to thank Geoff Ansdell and Lesley Denny for their roles as Churchwarden of St Mark’s and St Luke’s. We wish them good health and God’s blessing as they stand down.

On a personal note may I thank the PCC for all their help, prayers and guidance throughout this difficult year. Your patience and understanding is gratefully received.

Jane Ward

with God in new ways.

On Friday 8[th] May, we celebrated the 75[th] Anniversary of VE Day with a Commemorative Gathering which took place in the Churchyard of St. Michael’s, and was briefly featured on BBC Look East. I also had the opportunity to share a VE Day reflection which was Broadcast on Radio Norfolk on the same day.

During the year, we discovered that meeting online, for those who are able to access it, has been most beneficial. In 2020, the online ‘home groups’ included: a Bible Study series on the Book of Daniel; the Bible Course which ran with three different groups including a group of young adults; an online Alpha during which people came to new and renewed faith; and a single session Advent Course.

The online format also enabled us to embrace some new prayer gatherings with a weekly ‘Prayer for the Nation’ series and daily prayer via Zoom.

We held an online opportunity to discover what ‘Open the Book’ is all about and this has seen new people joining the existing OTB team.

During the year, Rachel resigned from her post as Lay Associate Minister due to the fact that she was recommended for training for ministry. She became an Ordinand in Training with the Eastern Region Ministerial Course and St Mark’s, St. Luke’s and St. Michael’s are her Placement Churches.

The Mission Action Planning Group, which began meeting in July coordinated a number of new mission-focussed initiatives including ‘Who Cares?’ training, care packs for schools, care packs for Care Homes, a community Christmas Trail and the every popular ‘Young at Heart’ gatherings.

In the summer a few weddings were still able to take place, albeit with a maximum of 30 guests according to the government guidelines at the time. We remained busy with funerals throughout the year, but Baptisms were eventually prohibited during the lockdown period.

In a year when we saw much unrest following racial injustice, we held an evening to explore the issue in greater detail. This was an online gathering, facilitated by a friend of mine, who helped us to see how we might become aware of unconscious bias in our words, thoughts and actions. It was an excellent evening, and hugely thought-provoking.

During the summer, small groups of musicians and singers were once again permitted to enter the buildings and play/sing together. Our Worship Band began making video recordings of worship songs which really enhanced our online worship. In September we tentatively took steps to resume some acts of public worship within our buildings whilst also continuing to offer online worship. Congregational singing continued to be prohibited but a wide range of solo singers and musicians enhanced our worship in the buildings.

Our Schools Ministry moved online and it was a privilege to lead some online

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assemblies and class discussions. In addition, the ‘Open the Book’ made a video of the Christmas Story which we sent to all the schools in our Parish.

In general, I felt our Christmas worship was a little disappointing. We were so limited with numbers in the building and the ban on congregational singing meant that there just wasn’t the usual atmosphere. The Carol Services at both St. Mark’s and St. Luke’s were exceptions to this, and both featured some wonderful musical items. The Carol Service at St. Mark’s concluded with a candlelit procession into the garden where we sang some Carols around a Crib.

At Christmas we also supplemented our physically present worship with some online offerings and, although we created a large number of takeaway Christingle kits, the attendance at an online Christingle was limited (although very much enjoyed by those who did attend).

I feel that 2020 has helped to establish relationships across the Team. We adopted a shared logo and incorporated St. Michael’s into the Broadsheet along with St. Mark’s and St. Luke’s. There was a growing sense of team cohesion and participating together in online worship has seen new relationships forged and developed.

There was such generosity in evidence throughout the year: people were so generous with their time, serving others during lockdown; there was huge financial generosity in that we were amply supplied with donations for the care packs for schools and care homes; there was also great generosity in continuing to respond to the needs of the Foodbank. At Christmas, we were contacted by two families who had no food for Christmas week. After putting out one appeal for help, I was overwhelmed by gifts of money, Christmas baking, presents for children and so much more. As a result, the Christmas of both families was transformed. There are so many people that I would like to thank for their efforts in 2020 but I would prefer to do that in person at the APCM. However, a special word of acknowledgment must go to our hardworking Churchwardens, Geoff and Lesley, and our outstanding Treasurer, John. The service that they freely offered us in 2020 was, at times, equivalent to having a full-time job! My sincere thanks to you.

One of the most challenging aspects of the year was having to respond, often at very little notice, to an ever-changing situation. The Government would issue lockdown requirements, the Church of England would publish interpretive guidance a few days later and then we would have to implement it at very little notice. It was hard to make decisions about rotas, worship, pastoral care and how to safely begin to reuse the buildings.

2 Chronicles 20:2 concludes with these words; “ We do not know what to do, but our eyes are on you.” There were many times during the year when I found myself thinking that – “I don’t know what to do!” It was a situation that we had not faced

before, and the needs were immense. However, I can honestly say that, in fixing my eyes on God, the solutions and the ways forward always came into focus. God did not let us down.

It is still hard to know exactly what awaits us as we emerge from the Pandemic. We may not, immediately, know what to do, but there is actually only one thing that is required – to keep our eyes on Him.

With love and prayer,

Helen

PCC REPORT

During the year ending 2020 the PCC met 6 times in full session. All these meetings were under the chairmanship of Team Rector Rev Helen Jary. The PCC also had an away day held at Pakefield Church Hall whereupon the PCC members from St Mark’s, St Luke’s and St Michael’s all got together and discussed the plan for the benefice moving forward.

In March the country suffered the effects of the Coronavirus pandemic and therefore all churches had to close. The diocese set up a continuity plan which the PCC adopted. The APCM had to be postponed which resulted in all Churchwardens, deanery synod representatives and PCC members having to extend their term of office. A communication list was put in place to enable weekly contact with the church family and the wider community. The primroses that were intended for the Mother’s Day service were distributed by volunteers throughout the community along with care cards including details of how the church could be contacted during this time. Online services were set up via zoom and this proved to be a lifeline throughout the year. All groups that met regularly within the church buildings and home groups had to be cancelled. This led to a major loss in income which is usually generated through hall bookings.

Work carried on and a group of volunteers worked, socially distancing, to fix the soak away in St Mark’s car park to address the flooding issue.

Another group of volunteers, again socially distancing, collected 130 chairs from Holy Trinity Norwich for use within St Mark’s church. In 2016 it was agreed for the pews to be removed and chairs installed and this had only partly been completed. The chairs were received via a donation by a church member to Holy Trinity Norwich and the pews were removed and the chairs installed just in time for the church buildings opening up again in July. Services restarted with strict social distancing and covid guidelines being adhered to. Online services continued for those who were not able to attend within the buildings.

In May the safeguarding officer adopted the use of the Diocese Parish Safeguarding

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The Parochial Church Council of the ecclesiastical parish of St. Mark with St. Luke, Oulton Broad

Financial Statements for the year ended 31 December 2020

Rev. Helen Jary, Team Rector

} Churchwardens Lesley Denny }

Registered Charity No. 1131698

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NOTES TO THE FINANCIAL STATEMENTS FOR BOTH CHURCHES FOR THE YEAR ENDED 31 DECEMBER 2020

Accounting Policies

The financial statements have been prepared in accordance with the Statement of Recommended Accounting Practice: Accounting and Reporting by Charities (SORP 2005), issued in March 2005, UK Accounting Standards and the Charities Act 2011. The financial statements have been prepared under the historical cost convention. The financial statements include all transactions, assets and liabilities for which the PCC is responsible in law.

Funds

Restricted funds represent 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. Unrestricted funds are general funds that can be used for PCC ordinary purposes. Designated funds are sums set aside out of General Funds for specific purposes. They can be transferred to unrestricted funds at any time.

Incoming Resources

Planned giving, collections and donations are recognised when received. Tax refunds are recognised when received. Grants and legacies are accounted for when the PCC is legally entitled to the amounts due. All other income is recognised when it is receivable. All incoming resources are accounted for gross.

Resources expended

Grants, donations and the diocesan parish share are accounted for when paid, or when awarded, if that award creates a binding or constructive obligation on the PCC. All other expenditure is generally recognised when it is incurred and is accounted for gross.

Fixed assets

Consecrated and benefice property is not included in the accounts in accordance with s10(2)(1) of the Charities Act 2011. Movable 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 churches’ inventories, which can be inspected (at any reasonable time). Equipment used within the church premises is depreciated on a straight-line basis over four years unless otherwise specified. Individual items of equipment with a purchase price of £1000 or less are deemed fully depreciated when the asset is acquired.

Reserves Policy

The Parochial Church Council of St. Mark with St Luke needs to hold reserves to be able to meet its ongoing expenditure efficiently and to ensure there is sufficient resource available to cover liabilities obligations and contingencies in the event of loss of existing sources of income. The PCC believes that the necessary level of reserves is equivalent to approximately three months of average expenditure from the General Funds. This level will be maintained by close management of finances and forward planning by the use of appropriate budgets. Restricted and Designated Funds have their own objectives and the necessary levels are kept under close review by the PCC. This policy will be reviewed annually as part of the audit process.

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StMark'sPCC, Oulton Broad StMark'sPCC, Oulton Broad StMark'sPCC, Oulton Broad StMark'sPCC, Oulton Broad StMark'sPCC, Oulton Broad StMark'sPCC, Oulton Broad
Statement of Financial Activites(SOFA) for theyear ended 31 December 2020
Funds: General
(Unrestricted)		 Organ fund
(Restricted)		 Clergy
Discr. Fund
(Restricted)		 WSS fund
(Restricted)		 Project Fund
(Designated)		 Youth Ministry
Fund
(Designated)		 Additional
Ministry Fund
(Designated)		 Total 2020 Total
2019
£
Incoming resources
Voluntaryincome 73677 50 0 100 5000 1394 1648 81869 80462
Churchactivities 18858 0 0 0 0 0 0 18858 27246
Bank interest 50 2 2 1 34 28 9 126 163
Insurance claims 0 0 0 0 0 0 0 0 0
Total incoming resources 92585 52 2 101 5034 1422 1657 100853 107871
Use of resources
Church Ministry 59884 0 0 0 0 0 3153 63037 68141
Churchbuildings/contents 20361 110 0 0 675 0 0 21146 30361
Administration 9009 0 0 0 0 0 0 9009 10057
Depreciation 0 0 0 0 0 0 0 0 2518
Total resources used 89254 110 0 0 675 0 3153 93192 111077
Net movement in funds 3331 -58 2 101 4359 1422 -1496 7661 -3206
Reconciliation of funds Totals Totals
Funds broughtforwardfrom 2019 15229 585 558 453 8884 9808 4541 40058 43264
Funds carriedforward to2021 18560 527 560 554 13243 11230 3045 47719 40058

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St Mark's PCC, Oulton Broad

StMark'sPCC, Oulton Broad StMark'sPCC, Oulton Broad StMark'sPCC, Oulton Broad StMark'sPCC, Oulton Broad StMark'sPCC, Oulton Broad StMark'sPCC, Oulton Broad StMark'sPCC, Oulton Broad
Balance sheet as at 31 December 2020
Notes 2020 2019
£ £
Fixed Assets 0 0
Current Assets
Debtors 0 0
Current account 8168 11070
Uncredited payins 0 0
Deposit account 25780 15722
Charity account (a) 14283 14213
Standingimprests (b) 400 400
Cash in hand 48 48
Total Assets 48679 41453
Current liabilities
Qtr4 fees toDiocese paidfollowing year 960 1395
Unpresented cheques 0 0
Assets less liabilities 47719 40058
Funds
General Fund (unrestricted) 18560 15229
Organ Fund (restricted) 527 585
Clergy discretionaryfund (restricted) 560 558
WSS ScholarshipFund (restricted) 554 453
ProjectFund (designated) 13243 8884
Youth MinistryFund (designated) 11230 9808
Additional MinistryFund (designated) 3045 4541
Total funds 47719 40058
Notes:
(a)Accountwith Virgin MoneyPlc, attracting a preferential rate of interest.
(b)Held by2church membersforpurchase ofgroceries and churchcentre consumables.

(a) Account with Virgin Money Plc, attracting a preferential rate of interest. (b) Held by 2 church members for purchase of groceries and church centre consumables.

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StMark'sPCC, Oulton Broad StMark'sPCC, Oulton Broad StMark'sPCC, Oulton Broad StMark'sPCC, Oulton Broad StMark'sPCC, Oulton Broad StMark'sPCC, Oulton Broad
Income and Expenditure account for theyear ended 31 December 2020
Incoming resources Resources expended
General Fund (Unrestricted)

2020		 2019 2020 2019
Voluntary income £ Church ministry £

Standing orders		 40715 40622
Parishshare		 42000 39600
FWO envelopes 3807 8101 Clergy expenses 786 946
Plate collections 5693 6236 Fees paid 6934 5750
Donations 3870 4486 Fees payable(d) 960 1395
Do.Uthchildren&holclub 0 0 Worship expenses 1948 2220
Forcharities(a) 2276 2763 Youthexpenses 0 0
Grantsreceived(b) 5098 0 Children incholclub 0 47
GiftAid claimed 12218 12726 Paid to charities(e) 5424 5936
Subtot 2020 73677 Organists 1832 3448
Communitylunches 0 174
Subtot 2020 59884
Church activities
Feesreceived 10007 11031 Buildings and contents
Hall rental 4421 11956
Church		 538 2651
Events 192 2828 Churchcentre 1625 2379
Sales (c) 4119 853 Insurance 1477 2382
Donationsfor refreshments 119 578 Utilities 4332 5982
Subtot 2020 18858 Cleaning/caretaking 12389 12096
Subtot 2020 20361
Administration
Bank interest 50 46 Staff 7469 6837
Stationery 491 537
Insurance claims 0 0 Telephone/internet 276 412
Copying 753 1166
Events 20 118
Sundries,refreshments etc 0 985
Petty Cash 0 2
Subtot 2020 9009
Depreciation (f) 0 2518
Total 92585 102226 89254 97581
Movementin funds 3331 4645

Notes to St Mark's Income and Expenditure account for the year ended 31 December 2020

(a) Collected for specific charities on 5th Sundays, etc and a tithe from the general fund; see note (e). (b) Grant in 2020 was from HMG for job support during furloughing of staff. (c) In 2020, this incuded the sale of pews which raised £4000 (d) payments for Q4 owing at 31 December each year. (e) In 2019 included Casa Hogar Vida £2673; Foodbank £1888; Children's Society £443; and many others. (f) For Portakabin, bought for £6540 in 2012, and for dishwasher, bought in 2016 for £2218. Depreciation of these items was completed in 2019. (g) In 2019 expenditure was for the audio system; in 2020 mainly for the projection system. (h) Legacy from the estate of Annette Stringer

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Continued

StMark'sPCC, Oulton Broad StMark'sPCC, Oulton Broad StMark'sPCC, Oulton Broad StMark'sPCC, Oulton Broad StMark'sPCC, Oulton Broad StMark'sPCC, Oulton Broad StMark'sPCC, Oulton Broad StMark'sPCC, Oulton Broad
Income and Expenditure account for theyear ended 31 December 2020
Incoming resources Resources expended
2020 2019 2020 2019
Organ Restoration Fund (Restricted)

Donationsinc gift aid
50
0		 Expenditure 110 264
Bank interest 2 4
Total 52 4
Movementin funds -58 -260
Clergy Discretionary Fund (Restricted)

Donationsinc gift aid
0
37		 Grantsmade 0 0
Bank interest 2 2
Total 2 39
Movementin funds 2 39
W.S.Stewart Scholarship Fund (Restricted)

Donationsinc.gift aid
100
80		 Grantsmade 0 50
Bank interest 1 2
Total 101 82
Movementin funds 101 32
Project Fund (Designated)

Donationsinc.gift aid (h)
5000		 0 Expenditure (g) 675 4607
Bank interest 34 42
Total 5034 42
Movementin funds 4359 -4565
Youth Ministry Fund (Designated)

Donationsinc.gift aid
1394		 2411 Expenditure 0 2400
Bank interest 28 41
Total 1422 2452
Movementin funds 1422 52
Additional Ministry Fund (Designated)

Grants and donations
1648		 3000 Expenditure 3153 6175
Bank Interest 9 26
Total 1657 3026
Movementin funds -1496 -3149
Total inc res this page 8268 5645 Total use of res this page 3938 13496

Total with general fund		 100853 142925
Total with general fund		 93192 111077

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St Luke's Church, Oulton Broad

Statement of Financial Activites (SOFA) for the year ended 31 December 2020

StLuke's Church, Oulton Broad StLuke's Church, Oulton Broad StLuke's Church, Oulton Broad StLuke's Church, Oulton Broad StLuke's Church, Oulton Broad StLuke's Church, Oulton Broad StLuke's Church, Oulton Broad StLuke's Church, Oulton Broad
Statement of Financial Activites(SOFA) for theyear ended 31 December 2020
Unrestricted Fabric Fund
(Restricted)		 Total 2020 Total 2019
£ £
Incoming resources
Voluntaryincome 15136 0 15136 16220
Churchactivities 5855 0 5855 12187
Bank interest 54 5 59 106
Insurance claims 0 0 0 200
Grants andLegacies (a) 12305 0 12305 0
Total incoming resources 33350 5 33355 28713
Use of resources
Church Ministry 16504 0 16504 17664
Buildings 9414 0 9414 12919
Cost of fundraising 0 0 0 0
Depreciation 0 0 0 461
Total resources used 25918 0 25918 31044
Net movement in funds 7432 5 7437 -2331
Reconciliation of funds
Funds broughtforwardfrom 2019 22745 2030 24775 27106
Funds carriedforward to2021 30177 2035 32212 24775
Balance sheet as at 31 December 2020
Notes 2020 2019
£ £
Fixed Assets 0 0
Current Assets
Debtors 0 0
Current account 5697 11521
Uncredited cheques 0 0
Deposit account 18921 5899
Charity account (b) 7590 7553
Cash in hand 4 2
Total Assets 32212 24975
Current liabilities
Creditors 0 0
Unpresented cheques 0 200
Assets less liabilities 32212 24775
Funds
General fund (unrestricted) 30177 22745
FabricFund (restricted) 2035 2030
Total funds 32212 24775
Notes:
(a)Legacy of£11700fromthe estate ofGeraldineDuffield and £605furloughgrantfrom HMG
(b)Accountwith Virgin MoneyPlc attracting a preferential rate of interest.

(a) Legacy of £11700 from the estate of Geraldine Duffield and £605 furlough grant from HMG

(b) Account with Virgin Money Plc attracting a preferential rate of interest.

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StLuke's Church, Oulton Broad StLuke's Church, Oulton Broad StLuke's Church, Oulton Broad StLuke's Church, Oulton Broad StLuke's Church, Oulton Broad StLuke's Church, Oulton Broad
Income and Expenditure account for theyear ended 31 December 2020
Incoming resources Resources expended
General Fund (Unrestricted)

2020		 2019 2020 2019
Voluntary income £ Church Ministry £

Standing orders		 5052 4993
Parishshare		 13000 12254
FWO envelopes 4503 4881 Clergy expenses 276 482
Plate collections 572 2530 Fees outwards 0 0
Donations (a) 13360 620 Worship expenses 157 93
Forcharities 15 191 To charities (c) 753 917
Grants (b) 605 0 Musicians 0 200
GiftAid claimed 3334 3005 Messy Churchexpenses 0 174
subtotal 2020 27441 Share ofadmincosts 2318 3544
Subtotal 2019 16504
Church activities
Hall rental 5488 9813
Fundraising 367 2374 Buildings and contents
Subtotal 2020 5855 Buildings (f) 5143 7941
Insurance 638 505
Utilities 1453 1758
Bank interest 54 98 Cleaning/mowing 2059 1976
Sundries(d) 121 739
Subtotal 2020 9414
Insurance claim (g) 0 200
Depreciation(e) 0 461
Total 33350 28705 25918 31044
Movementin funds 7432 -2339
St Luke's fabric fund (restricted)
Fundraising 0 0 Expenditurefrom fabricfund 0 0
Bank interest 5 8
Total 5 8 0 0
Movementin funds 5 8
Total incomingresources 33355 28713 Totaluse of resources 25918 31044
Notes:
(a)In 2020includedlegacyfromthe estate ofGeraldineDuffield (£11700).
(b)In 2020 this amountwas claimedfrom HMGforstaff furlough.
(c)In 2020included CasaHogar(£620);Whitton Life (£75).
(d)Includes small running expenses,refreshments,foodfor fund-raising events etc.
(e)In 2016 cost ofdishwasher(£1847) exceeded the £1000 capitalisable threshold andhas beendepreciated over 4years
(f)In 2020included cost of flooring (£745); sound system(£1388); and gardenandfencing job (£1251).
(g)In 2019, claim for fire to toolshed.

(e) In 2016 cost of dishwasher (£1847) exceeded the £1000 capitalisable threshold and has been depreciated over 4 years (f) In 2020 included cost of flooring (£745); sound system (£1388); and garden and fencing job (£1251). (g) In 2019, claim for fire to toolshed.

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