Shirley Parochial Church Council Annual Report and Financial Statements For the yearending 31st December 2023 05104124
SHIRLEY PAROCHIAL CHURCH COUNCIL ANNUAL REPORT AND FINANaAL STATEMENTS For the year ending 31st December 2023 Contents Pa8e Contents page Reference and Administrative Detail: Trustees Report Trustees Independent Examiner's Report Accounts Payments and overall position Further analysis of payments Receipts Further analysis of receipts PCC assets and liabilities Fund transfers Works completed 3to8 10 11 12 13 14 15 16 17 05/04124
SHIRLEY PAROCHIAL CHURCH COUNCIL ANNUAL REPORT AND FINANCIAL STATEMENTS For the year ending 31st December 2023 Reference and Administrative Details Charity Name: Shirley Parochial Church Council Charity registration number: 1131912 Bank: Lloyds Bank, 248 Stratford Road. Shirley, B90 3AE Independent examiner . Philip Beedon 54 Rothwell Drive Solihull B91 IHG 05104124
2023 Trustees re Alms and Pur The PCC has the responsibility. as stated in the Parothial Church Councils (Powers) Measure 1956 Yo cooperate with the minister in promoting in the parish the whole mission of the church, pastoral, evangelistic, soaal, and ecumenical". Ob" rtives and Artivltles The Parish motto is "KnowingChrisL Makin8 Him known" and this sums up well the objectives of the PCC. When planning our activities for the yeai. we have considered the Charity Commission's guidance on public benefit and the supplementary guidance on charities for the advancement of religion. In particular, we try to enable ordinary people to live out their faith as part of our parish community through: Worship and prayer- learning about the gospel; developing their knowledge and trust in Jesus. Provision of pastoral care for people living in the parish Mission and outreach work. To facilitate this Wof k. it is important that we maintain the fabric of the church buildings of St James the Great, Shirley. St John the Divine Tidbury Green and Church House. Achlevements and erfomiance It has been a year of comings and goings. Ellie Jones and Hannah MacDonald had shared the Parish Administrator role for rnany years and both moved on to new ventures in April. We appointeLI Chris Kyna5ton as Parish Operations Manager but this did not work out as we hoped. In October Belinda Piasecki, our PCC Secretary. took on the office role on a temporary basis. We welcomed Rev Richard Haynes as Curate after hi5 ordination in July. Richard has settled very quickly into life in Shirley Parish and has already contributed in many ways. Worship and Proyer Our worship pattern across the Parish is now well estsblished, with service5 each week in all three churches- apart from on the first Sunday each month when the morning service in St James is a Parish service.
The main servrces in each church alternate between Communicm services and Moming Worship. In addition there is a monthly Celtic style Reflective Worship and a Quarterlv Forest Churth. This year the 4 Sunday servFce at St James has been rebadged as Worship4Everyone- with a view to welcornin8 families and children. Me55y Church continues to thri. with more than 50 children attending towards the end of the year. A real challenge is howto move familie5 on in their discipleship. and the Worship4Everyone servlce is one way of addressing this. Easter Sunday was particularly well attended. and our Christmas carol servlce, crlb service and midnight Eucharist were all very popular. Live streamingof the main St James servi continues allowing those who cannot make it to church to take part in our regular worship. Christthe King thurth moved from the Hall to a new dassroom in Widney School which is warmer. cosier and simpler to set up. Musically the year has one more been a challenge. Matthew Foster was appointed organ scholar at Chelmsford Cathedral in the Autumn. but we have been fortunate enough to have the SeiCe5 of another Conservatoire student Ewan Murray, since them. Ewan also led an ad hoc choir for our carol service. Shirley Beedon continues to faithfully play for St John's. There was a confirmation service at Stjames in January with 4 Shirley people being confirmed and one welcomed into the Church of En8land, as well as other candidates from elsewhere. Once again many families have brought their children for baptism- including one at Messy Church. There were four weddings in the year. Mission ond evongeli5m The Church of England produced a booklet with daily readings for Lent- Dust ond Glory- and these were distributed throughout the churthes. We used them as 3 basis for the two Lent groups. The Journeying on Together group continued to meet for various courses, and the evening group looked at a series of studies about faith in our daily lives. We produced a Parish Prayer book to help people establish a routine of re8ular prayer. Once more we used the START and Movin8 On course5 to provide an introduction to the Christian faith. Both the E35ter Journey and the Journey to the Stable were great successes- the Journey to the Stsble having a re-written play this year Our link5 with St James School continued to develop- regular Services in church, a week Bible Art session for about 10 children at a time. and assisting with collettive worship. The
ChaplaincyTeam from the school help to lead one if the Sunday moming services In St James Church. Open the Book continued in Widney, St Jame5 and Kingswood schools. The Welcome Café continues to be a great strength, and interviews with some of our attendees can be found on the Place of Welcome website. AmonW the other attivities the churches are involved with are Mothers Union, Jimmy Tots, Ploughmans lunch, Nordic walking and a book dub. Postorol core As well as a lot of informal pastoral support amongst the con8regation, the Welcome café and the monthly Sunday Lunch Club- have helped us keep in contactwith many. We were saddened by the deaths of lon£ standing thurch rnembers Joyce Ferris, 8arry Robinson, Brenda Goudie. Doris Hyde and Janet Butts. Community ottivities We have continued to support the Sparkhill Foodbank, Narthex and ADAVU throughout the year. Once again we had a successful Christma5 Tree festival in St James Church in December raised funds for the Mothers Union and our Pod ProjecL The Friends of St James were able to support the Christmas Tree festival as well as running manysuccessful fvnd raisin8 events. Ecumenical relutlOnS Shirley Churches Together organised 3 revitali5ed Good Friday Walk of Witness which Started at Our Lady of the Wayside. with stOP5 outside St James. at the entrance to Shirley park and outside ASDA. In addition in Dember there Ivas carol singing in the Parkgate Shopping Centre. Local ministers continue to meet regularly for prayer. The buildings We have developed the pla)s for a toilet and kttchen in the StJarne5 building and have received faculty approval. appeal was launched in the Summer and sufficient funds have now been raised to enable bid5 to be putforward to major funding trusts. We hope the work will be done in 2024.
In addition, a new heating system is being investigated for St James Using Suspended chandelier heaters. Consultations with the Diocesan Admsory Committee are beginning. We took some advice on the practicality of makingdevelopments to the St John's buildin8 to enabled disabled access, but the cost turned out to be prohibitive. This was disappointin& butwe are able to say thattheworship atboth St James and Chri5tthe King is fully accessible. Eco Church The eco group continue their work to bring matter5 to the conegation'S attention and this year we achieved the Eco Church Silver award. Both Stjames Churchyard and the Stjohn's garden are managed with wildlife in mind. Financial Review Total receipts in the year were £138.(X)O, with untritted receipts of £121,300 and £16,600 of restricted donations. The unrestricted reIpts can be further broken down into £82,400 of voluntary donations. £19.7 relating to churth activitie5 and activities for generating funds, £12,200 of Gift Aid received and £7,CAXI of investment income. Planned giving 5tew2rd5hip income at £60,6(K) was just under 2% higher than 2022. Collections at services increased by £2.8CA) offset by a drop in unrestrirted donations, SO that in total unre5tritted voluntsry donations were £8CQ higher than the previous year. Church activities brought in receipts of £16.4(M). £6.4tXI higher than the previous year, with fees £2,0 higher and the Sunday Lunch Club contributing £3,4W of donations. AIthou8h Gift Aid receipts were £2.700 down on 2022, this is purely a timing issue as the GiftAid claim in the year for donation5 outside the Parish Gtvingscheme only covered six months due to administrative issues; there will be a corresponding additional six month claim in 2024. We received two legacies in the year. one from the Akfill family for £2,5CQ as a contribution towards the pod projett and one from the estate of Joyce Ferris a member of the St John's congregation for £1.51XI. This legacy had no stipulation as to what the legacyshould be used for other than it should not be used to fund day-tckday running costs and so it has been added to the Consolidated Legacy Fund and Trhllll be spent at the discretion of the PCC. Donations and grants, totalling £20.c were received for the Pod proje¢ the rnajority of these were donations from the congregation, with a grant from the Grimmitt Trust for £1,2(Al, and a transfer of £1,500 coming from PCC funds. A projett was also set up to manage the trees in the Stjames churchyard and this attracted donations of £2,51N). The value of the PCC investment in the CBF Global Equity Fund increased by£6.E), about £I.OCM) higher than at the end of 2021 before the macroeconomic shocks that made 2022 challenging. The investment made in the fund in April 2022 by Stjohn's had a value in
December 2023 of £ll,OCQ, with a retum of IO% in the 21 m{th5 since the invesknent was made. The Christmas Tree festival in St James Church in December raised a total of £650 (£100 higherthan the previous year) fortwo causes:_ the Pod Project and the Mothers, Union charity. As the receipts and payments matth, these do not appear in the accounts. Total payments in the year were £147,8LX). with unrestritted payments of £135.(MX) and £12,800 of payments from restricted fund5. Unrestritted payments break down into £57,IXIO for the Diocesan parish share contribution, £19,8 clergy and stsffing costs and running expenses including Church House totalling E58,2CKI The Diocesan parish share for the provision of clergy. clergy housing and other SeiceS was maintained at the same level as 2022, while clergy and staffin8 costs increased by £7,100, driven byhou5ing costs for the curate. ofwhich £1.71X) is a deposit and 50 induded in the non-financial assets. Payments from restricted funds induded £4.8(Kl on preparatory professional fees. permits and licences forthe pod project. a breakdown of which 15 detailed on page 17. Also induded were the final payments of £3,0 forthe refurbishment of Church House and £4.1 in year spend forthe repairs to the Stjames dock, for whith the installation of a new ladder to improve maintenance access will be paid in 2024. Utility and broadband costs incurred acr055 the parish induding Church House in 2023 totalled £15,7(X). more than double the £7,300 from 2022. This is as a result of thegas and elertric price increases since thestsrt of 2022. It should be noted thatfurther prite increases are anticipated in 2024 as our elettriuty contract for both St James and Church House comes up for Tenewal. Other areas of si8nificant Costs in the year indude £9,81X) on thurchyard and grounds upkeep costs, £7.2cKJ higherthan in 2022 due to the costs of maintainingthe trees in the St James's churchyard and £3,100 spend of the Sunday Lundi Club. The Sunday Lunch Club has no comparatives from the Previous year but is 5elf-fundin& as Sunday Lunch aub donations were £3.400. the surplus beingreLiined as cash in hand to be used to cover the upfront costs for future lunches, The net result for the year was unrestrirted payments of £134.995 and unrestritted receipts of £121,295, resulting in a totsl excess of payments over receipts of £9.800. an increased deficit compared to the previous year and so will continue to need close monitoring by the trustees going forward. Added together bank and deposit balances amount to £67.955 with restrirted funds of £13.274, destgnated funds of £10.798 leavin8 a balance of £43.883 for day-to-day running costs. Volunteers
The trustees wish to express theif thanksto all parishioners for their continued support. Thanks are also due to committee members. treasurers. readers. wardens, deputy wardens, the employees and others who have all worked hard to maintain church fellowship, working 3rran8ements, and parish activities. Strurture mance and mana ement The Parochial Church Council is a corporate body e5tabli5hed by the Church of England. The PCC oper3tes under the Parochial Church Counal Powers Measure. Members of the PCC are either ex-offioo, eletted by the Annual Parochial Church Meeting (APCMI, or co-opted at its member5. discretion in accordance with the Church Representation Rules. All those who attend the churches within the parish are encouraged to register on the Electoral Roll, maktng them eligible for election to the PCC. In accordance with the regu13tions goveming a single benefi with three ntre5 of worship, the governance of the parish is the overall responsibility of the Incumbent and pcc. The PCC delegates certain parish re5pon5ibilities to a Buildings and Finance Committee, a Mission, Ministry and Pastoral Committee, an Events Committee and the Eco Church Committee. Each of these committees operatss in accordan with agreed term5 Of reference. The PCC met four times in 2023. Other Lisk groups operate on an ad hoc basis and report, throuth the main committees, to the PCC. Minist As mentioned earlier Richard Haynes joined us as Curate and we are benefitting from his ministry and Wendy Martin wa5 offioally licensed to the Parish at a service in March. In addition Rev Paul Day. the incumbent, has been supported well by Rev Theresa Jones and Rev Wendy Carter. Reader5 Gill Gough. Sarah Penfold, Denise Smith and Kate Day complete the team. We were very sad to note the death of Rev Nick Ball who has done so much over the years to help and support the Parish. His funeral took pla in St James Church in December. th 5 April 2024
SHIRLEY PAROCHIAL CHURCH COUNCIL LIST OF PCC MEMBERS (TRUSTEES) The following people served as Members of the PCC For the year ending 31st December 2023 Clergy Rev. Paul Day Rev. Wendy Martln Rev. Richard Haynes (from July) Elerted Members St James lan Longbottom (Treasurer) Belinda Piasecki (Secretary) David Paice Linda Pitt (until May) Sue Guy (until May) Margaret Foreshew (until Mark Strenz {from May) Chris Terry (from May) Parish Wardens Margaret Foreshew (until May) Linda Pitt {from May) Gill Hanton Ex Offido Kate Crocker IDeanery Synod) Margaret Foreshew (Deanery Synod) Gill Gough (Deanery Synod) Sarah Penfold (Reader) Christ the King Jan Gardner Anne Clayton (until May) Denise Smith Stjohn the Divlne Jean Wall Linda Alford Kate Day 05/04124
SHIRLEY PAROCHIAL CHURCH COUNCIL Independent Examiners Report to the PCC of SHIRLEY PAROCHIAL CHURCH COUNCIL This report on the accounts of the Pccforthe yearto 31 DeCemr 2023. vA)i¢h are set out on the attached pages, is in respect of an examination carried OLrt in attordance wi(h the $145 of the CharitS Act 20111"the Act, Respoctiv? responsibiliti08 of the PCC and the examirbor As mmbers of the PCC you are re$wlble forthe preparatitin ofthe %counts". you CAid•r that the audit requirernts under section 144121 of the Art do Thjt apply arwj that an indpend•nt examinatKJn is needed. It is my responsibiltyto examine the accounts undèr sertn 145 ofthe 2011 Art: * follow the pr(Kedures Liid d¢Mn in the Gemral directions by the Charity Commissioners under sertion 14515llbl of the 2011 Act= and state whether particular matters have come to my attention. Basls of rnport My examination was carried in accordarKe wrth the General Dir•¢tn$ ¢pien by the Charity Commtssion. An Èxamination includes a review of the accounti records kept by thePCC arwj a comparison of the accounts wit PCC and a comparison of the accounts with those records. It also includes considTing any unus4Jal items or itern5 ordi5c105Urts in the accounts and seekiry explanatKJnS frtjm you as tru5ttes conceming any such matters. The proc•dur•s undertaken do not provide all the e¥hJence that would be rulled In an audr( and consequent I do not express an audr( opinion on the view gvien by the accounts. Please note I have not carried out an examinatK•n of the IrN4al accounts for Stjohn the Dpiine and Christ the King but have relied on the confimt•)ns provbjed the examiners of thise accourrts. Independent examinerfs slaternnt In connection with my exarninatn. no matter com• to my attention: which gN•S me r•aSOnab cal to believe that in any material ItsK the requirements to k••p accountiry records in accordance with sÈction130 of the 2011 Act: and to pr•par• accounts whKh 4rd wrih the accountirvd r•cords and compfy wfth the requirements of Act have Mt b••n m•t: or to which. in my opinion. attentK)n should be drawn in order to enable a prowr undeanding of the accounts to be reathÈd. Phillp Beedon Sollhull 11/4 10
PCC 2023 Annual Accounts- Payments and overall posltlon Paymenu Parfsh artivltles DIOC0 parlsh Share contrfbutlon Note Parlsh StJ•mes Stjohn Chrlstthe otrite Kin8 2.500 Unresvlrtei Restrlrted funds funds. 57.LKNJ TOTAL 2023 57.1XX) TOTAL 2022 57,C 41.SLV) 8.L ClerKy •nd staffing costs 5• 18,722 1,070 19.792 19,792 12,653 Runnln8 expenses 32,981 26,178 3343 918 50,814 12,606 63A20 Church House rynnlng tosts 7,539 7.539 7,539 7,158 Mlsdon ilvlni •nd donatlon5 sh 140 Inve$trnents 51 10,0 Total paymerts 61.743 68,748 11.343 5,918 134,995 12,756 147.751 165.754 Total r•c•lpts 35,208 75,773 14,694 12,277 121,295 16,656 137,952 156,514 Excess of rwlpti over paym•nts -26,534 7M15 3351 359 -9,240 Offic• fundlni Int•rnal transfèrs Other Tranaf•rs Transfer between funds -5,734 .7,375 -149 3.459 .9,240 Cash at banks at l January * 45,598 17,429 11.514 3.213 77.754 86,893 C•sh at banks at 31 December 39064 10,054 11,366 6,671 67.955 77,754 11 05104124
PCC 2023 Annual Accounts- Further Anilysls of P•yments P•rish Stjames Olflce St john Ciirlst the Kln8 Unrèstricted, Restrlcted .lunds TOTAL 2023 se aerKy and staffing costs ,' Clergy and vic¥ra8e costs Parish adminlstrators. salarleg Orggnlsts- salary and lees Baptlsm ver¥er$' & oth•rfees 7.923 10.799 965 105 %5 i.ZCq) 18.721 11170 19,792 12,653 Runnlng expensos .,UtSllty costs •nd browdband School hall rent Prlntlnl and statlonery ' Church Consumables Rep*lrJ and malnt•nance Major repalrs and all Improvem•nts Insurance 8nd flre protectlon churchrd / church grounds upk•¢i Adrnln15tratlon expense8 Other expenses .'Sund•y Lunch aub Cornrnunlcatlon$ & computer skllls Parlsh ma8ailne prlntln8 & di$tribut Chlldren's actlvltles 1.498 11.8491 1.451, 918 1,451 L777 3095 1.777 5,926 2.032 5,568 1,045 358 1,330 Y25 7.06S 9.770, 7,534 9,770 3,978 3,770 163 199 219 3.121 3,121 1248 1,567 78I03 32.981 26,178 3,343 918 50014 11,606 63.420 Church Hou9• runnlng costs Utlllty Costs .Cleaner Othtr costs 2,805 1.890 2,160 1.526 7,539 z,ifjo 1,526 7.539 1.526 7.539 7,158 sh Mlsslon glvln8 and donatlons Parlsh rn110n. V•rious 140 Inments ICBF Global Equlty Fund io,(xxJ iO.(rfM) 12 0510412024
PCC 2023 Annual A¢counts- Recelpts RECEIPTS Note Parish Stjarnes St John Chri%t the Klni Unrestrkted Restrlcted fund5 lunds TOTAL 2023 TOTAL 2022 Volunrdry recelpt5 Planned Klvlng- stewardship 48,356 5,736 60.641 6641 59.494 ¢oll•ctlons at services 267 9,920 13,2% 13.296 10.453 All other 118/¥01tary recelF 5a 18.210 17 8,457 16,656 25.113 s2.3 GIftAtd recovered 9383 1354 1,596 11,233 12233 14.942 Actlvltlojlor 8qneratlnff funds 5b 795 3,301 3JOI 2.524 Investment Income 2,209 4,770 6,983 6,983 6,126 Church •alvltle$ 14,521 1,328 536 16J85 16,385 9,991 Total r•¢elpts 35,208 75,773 14,694 12,277 121,295 16,656 137.952 156.514 13 05104124
PCC 2023 Annual Accounts- Further Anolysis of Receipts N¢)te, Parlsh St James St John.. Chrlst the KlnB Unregtrirted, Ae$trbcted lunds fundi X128 2022 All otherglvln8lvoluntary recelpts: Mlscellaneous in¢ome ', Donatlons Le8ades Frlends of St J•mei War8raves Commlsslon -IAudlo"vlsual & Computer Sklll$8fant & donatlons Church House Gardon Fund Church House Fund Pod Prol•ct St James Churchyard Tr•ei , Clock Fund etlbrlllltgr Instill .80BF Éner8y irant 2,755 1,634. 17 4,407, 4,407 ¥500 250 250 250 250 330 13N93 2,451 2.550 4.348 soo 1,727 52,983 18,210 17 BM57 16.656 25,113 5b ,Attlvltle$for8ener•tin8 funds: ,Fundralilni •tI 795 795 3,301 3,301 3,301 2,524 sc Invegtm•nt Income: Interest and Ivestment Income R•nt pald by nursery Nursery contrlbutlon. wat•r 2,209 2,213 2,213 4,770 4.770 Inc. In sf 4,770 2,209 6,983 6,983 6.126 CITurch ¥¢tl¥ltles: Fee$ from weddlngs & funerals Parlsh rnalailne income Church Housel Hall lettlngs, sunday lunch club Children's Attlvlties 1,328 4.395 1,833 3,469 1,602 1,602, 4,463 578 14521 578 16?85, 1.328 536 16,385 9,991 05104124
PCC ASSEfs AND UA81UTIES FOR THE YEAR ENDING 31 DECEMBER 2023 FINANCIAL ASSErs 2023 31-Dec 34574 2535 30,470 376 67,955 51,191 2022 31-Dec 43,863 5,510 28.282 loo 77,755 44,551 Current account balan Bank deposit accounts CBF Deposit Fund balances Cash in hand CBF Global Equity Income Fund bid market values Other Assets: Freehold land and buildings 3.170 3,170 Total finanoal assets 122,316 125,476 Other Outstanding Balanc Gift aid recoverable - via Parish Office to 31st Dec - via Parish Giving for Dernber Tenancy Deposit - 37 Delrene Road 8,400 674 1,730 10,804 4,209 625 4,834 LIABILITIES N/A 05/04124 15
PCC Accounts 2023- Fund transfer5 Ref. Balblfwd Alpts Payments Trnnsfers AdJ$L 8alc/fwd Restrlrted Funds church How Garden Improvemehtfund ChuTch House fund 515 -341 636 31 -3JXII stjan5 Chuthrd Futhd 461 711 Pod Project 15344 4)5 12.639 Totsl Restrlrted Funds 3516 16.656 -8.148 13.985 Desigfiated Funds StJamesAttei Llth 482 Consolldated Leiacy Fuml St James Churchyard Trees 4216 5.716 50 4.610 Muslc 3,641 Clod( Fund Total Desl6nated Funds 13. 4.050 -11.619 4,610 10.087 Unfestritted Funds Chrfst the King 6woral Fund 3214 IU77 -5.918 9.572 St James Fabr1¢ ilnrestrlced Fund 50 50.484 Stjames Gewal Fund 70.m 48.748 4,610 2.242 St john Genefal Fuml I79 I44 18.030 Stjohn Reserve Fund 9.714 1,691 11,405 Pafish Offi fvnd &578 19503 41J76 -13,8Y PCC Reserve Fund (a) 16.957 4.949 20106 Totsl Vnrestrlrted Funds 108.454 117245 -127,985 230 98.244 TOTALS 125A76 la7.952 -147.751 6No ia317 Ref. {al AdJustmenL Thls Is the change In capbtal Y•lue of the Global Equlty Inc(me Fund InvestmènL The St John Reserve Fund Indudes ol the Income Tecerod from thls In¥51 a$VlI as the In value 16 05104124
PCC 2023 ACCOUNTS - REPAIRS, MAINTENANCE & IMPROVEMENTS Parlsh Office Repairs and maintenenance Church House- Toilet ftepairs Roof Repairs- Church House Water Boiler Repairs- Church House Fence Repairs - Church House Repairs to Churchyard Garage Door Repairs Churchyard quinquennial tree survey Churchyard upkeep Repaifs to Piano Miscellaneous items 1,124 389 250 198 540 358 247 5.431 Major iepa115 & all Improvements Church House projett Church House Graden improvement Pod Project Pennits and Licences for project Professicmal Ftts for drdwings etc Asbestos survey Building control application Pod Project Repairs to St James aock 3,1 341 2.084 1.556 695 470 4.805 4,805 4,IC() 12,248 12,248 17,679 Par15h Offlce total Stjames Repalrs and malntenenano" Pollardinglfelling of trees Upkeep of grounds Organ tuning Boiler repairs & gas checks Rwf reirS Miscellaneous repairs 7.160 374 546 580 330 576 9,566 Major Repairs & All Improvements Removal of asbestos St Jame$ totsl L045 L045 10.611 Stjohn Repalrs and malntenènan. Rèpairs and maintenance Grounds Upkeep 700 700 7Th) Grand total 24990 Note Repairs and maintenenance also includes items shown under Churchyard / church grounds upkee 17 05104124