Shirley Parochial Church Council Annual Report and Financial Statements For the year ending 31st December 2024 27103125
SHIRLEY PAROCHIAL CHURCH COUNCIL ANNUAL REPORT AND FINANCIAL STATEMENTS For the year endlng 31st December 2024 Contents Page 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 27/03/25
SHIRLEY PAROCHIAL CHURCH COUNCIL ANNUAL REPORT AND FINANCIAL STATEMENTS For the year ending 31st December 2024 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 27/03125
2024 Trustees re ort Aims and Pur oses The PCC has the responsibility, as stated in the Parochial Church Councils (Powers) Measure 1956 'To cooperate with the minister in promoting in the parish the whole mission of the church, pastoral, evangelistic, social, and ecumenical" Ob"ectives and Activities The Parish motto is"Knowing Christ, Making Him known" and thi5 sum5 up well the objettives of the PCC. When planning our activities for the year, 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 work, 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. Achievements and erformance Last year we reported a number of comings and goings- this year has been no differentl In May we appointed Emily Ellis as Parish Administration Manager- a big thanks to Belinda Piasecki who held the fort for 6 months. Ministry wise Revd Richard Haynes was priested in June; Revd Wendy Martin retired in July and Revd Rich Brooker came to join us in May to complete his curacy. Worship ond Prayer Our worship pattern across the Parish is well established, with services 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 services in each church alternate between Communion services and Morning Worship. In addition there is a monthly Celtic style Reflective Worship and a Quarterly Forest Church. There is a weekly Eucharist in St James on Thursdays. At St James, the service on the fourth Sunday - Worship4Everyone - has proved to be verv popular amongst families, with a number of Messy Church families joining us. Messy Church continues to thrive, and we have celebrated a number of baptisms within Messy Church, which has been a great delight. We have been aware that there are now regularly between 4 and 6 children on Sundays at St James, so in June we started Kids Church - an opportunity for the children to have their own time to learn and to celebrate. It takes place in Church House while the sermon and prayers are happening in church. Easter Sunday was very well attended, and were our Christmas carol service, crib service and midnight Eucharist. Live streaming of the main St James Services continues allowing those who cannot make it to church to take part in our regular worship. Musically in St James Ewan Murray left us in the summer Ito take up a post in Hereford alongside his forestry studies) but another Conservatoire student, Harry Brown, has joined us. Harry brilliantly led an ad hoc choir for our carol service. Shirley Beedon continues to faithfully play for St John's. There have been many baptisms in the years and two weddin8S. Mission and evangelism In our Lent Conversations we looked at the Anglican Communion's 5 marks of mission, using videos produced by Bishop Anne as a starting point. These were exceptionally well attended and well received. In the Autumn an "Open to Questions" morning gave anyone the opportunity to ask any question of a panel from our ministry team. Both the Easter Journey and the Journey to the Stable were great successes once more. With the Journey to the Stable now been going for 25 year we reckoned that over 15,000 Shirley children have participated over the yearsl Our links with St Jame5 School continue well - regular services in church, a weekly Bible Art session for about 10 children at a time, and as5i5ting with collective worship. Open the Book continued in Widney, St James and Kingswood schools. We have also begun to work with Hazel Oak School, some of the older children coming to the Welcome Café each week for conversation. We take occasional assemblies at Woodlands Infant School, Cranmore Infant School and Widney Junior School.
The Welcome Café continue5 to be a great Strength, with numbers increasing and a real buzz of chatter each week. Amongst the other attivities the churches are involved with are Mothers Union, Jimmy Tots, Ploughmans lunch, Nordic walking and a book club. P05toral care As well as a lot of informal pastoral support amongst the congregation, the Welcome café and the monthly Sunday Lunch Club- have helped us keep in contatt with many. Richard Haynes has headed up a Pastoral Group to ensure we are aware of people's needs. This group launched an occasional afternoon Eucharist particularly for those who find mornings a problem because of carers etc. Many thanks to all who offered lifts to this service. Regular services led by members of the congregation take place in local nursing and residential homes, including taking part in an ecumenical service organised by Shirley Churches To8ether at Solihull Village. We were saddened by the deaths of long standing church members Lyn Herbert, Margaret Astley, Yvonne Baugh, lan Cole and Janet Wilson Community octivities We have continued to support the Sparkhill Foodbank, Narthex and ADAVU throughout the year. There was no Christmas Tree festival this year, but a successful Christmas Fair was held in the build up to Christmas. We also held a skittles evening, a Quingo evening, a Harvest supper and barn dance and several coffee mornings and book and jigsaw sales. The Friends of St James ran many successful fund raising events through the year. We are extremely grateful for all their hard work in support of the maintenance and development of the St James building.. Ecumenical relotions Shirley Churches Together organised a very popular Good Friday Walk of Witness which started at Our Lady of the Wayside, with stops outside St James, at the entrance to Shirley park and outside ASDA. In addition in December there was carol singing in the Parkgate Shopping Centre.
Local ministers continue to meet regularly for prayer. The buildings The Pod project- to install a kitchen and toilet in the Stjames buiSding- encountered a couple of issues resulting in a partial redesign which ha5 led to a far better final solution. The ensuing delays have meant that work did not commence in the year but will be done on early 2025. The heating project- to replace the gas fired central heating in St James with elettric chandelier heating- has been adopted by the Church of England as a demonstrator projert. This brings additional funding as well as publicity (and a lot of paperwork!). Hopefully the new system will be installed in 2025. The lighting in St James Church was upgraded to LED lighting with the help of a Diocesan "quick win5" 8rant- this has made a considerable difference. On behalf of the Church can I give thanks to Kate Crocker for her tireless work on both these projetts. There has been work to redecorate the St Johns building and to re-lay the outside paths, giving safer access to the church from the car park. Eco Church The eco group continue their work to bring matters to the congregation's attention and to ensure all our developments are as green as possible. Both St James Churchyard and the St John's garden are managed with wildlife in mind. Financial Review Total receipts in the year were £169,200, with unrestricted receipts of £138,800 and £30,400 of restrirted donations. The unrestricted receipts can be further broken down into £76,100 of voluntary donations, £18,400 relating to church activities and attivities for generating funds, £16,800 of Gift Aid received and £7,500 of investment income. A further £20,000 was received from the sale of roughly 40Yo of the parish holding in the CBF Church of England Global Equity Fund. Planned giving stewardship income at £60,500 was broadly in line with 2023. In total unrestricted voluntary donations were £6,000 lower than the previous year, the main cause being the £4,000 drop in fees received. In addition in 2023 £2,500 of donations were raised for the maintenance of trees in the St James churchyard, for which there were no comparative donations in 2024. Gift Aid receipts, which totalled £17,900 were up from £12,200 in 2023 but in 2023 the Gift Aid receipt5 outside the Parish Giving Scheme only covered six months due to administrative issues, wherea5 2024 covered twelve months, so
this is due to timing. The catch up will be completed in 2025 when an additional six months of Gift Aid will be reclaimed. Donations, grants and Gift Aid recovered, totalling £28,000 were received for the Pod projett, this included a donation of £3,600 from St James school, an £8,000 grant from Garfield Weston, £5,000 from the Solihull CIL fund, other donations/grants from the Benefact Trust, Edward Cadbury ECCT and the Beatrice Laing Trust. In addition to which a further £3,000 of donations were received from the congregation. We received one legacy in the year, from the estate of David Cox for £1,000. This legacy had no stipulation as to what the legacy should be used for other than it should not be used to fund day-to-day running costs and so it has been added to the Consolidated Legacy Fund and will be spent at the discretion of the PCC. The value of the PCC investment in the CBF Global Equity Fund increased by £2,700. In May shares Wlth a value of £20,000 were sold, representing roughly 40% of the parish holding in the CBF Church of England Global Equity Fund, in part to fund the major repairs and improvements. In addition, the parish received £2,700 of interest and investment 3Ctivity and £4,900 for rent paid by the nursery behind St Johns. Total payments in the year were £169,300, with unrestricted payments of £144,900 and £24,400 of payments from restricted funds. Unrestricted payments break down into £53,400 for the Diocesan parish share contribution, £21,500 clergy and staffing costs and running expenses including Church House totalling £70,000. The parish contributed £53,400 for the diocesan parish share for the provision of clergy, Cler housing and other service5, £3,600 less than in 2023. However, the parish contributes £4,500 direttly for curate housing costs for the curate, making the real contribution just under £58,000. Payments from restricted funds included £900 for the installation of a new ladder to improve maintenance access to the St James clock. In addition, a further £23,100 was spent on architect fees and drainage works for the pod project, a breakdown of which is detailed on page 17. Unrestritted payments for major repairs and improvements totalled £16,400, of which £13,200 was spent on the drive and path way works at St Johns together with quinquennial repairs and maintenance to the interior and exterior of the building. At St James LED lighting was installed at a net Cost to the parish of £3,200, the cost of which will be recouped in time through lower energy consumption. Utility and broadband costs incurred across the parish including Church House in 2024 totalled £16,000, up £300 from 2023. All the parish energy contratts have now been renewed since the gas and elettric price increases from the start of 2022, 50 no future significant price increases are expected.
The net result for the year was unrestricted payments of £144,900 and unrestritted receipts of £138,800, resulting in a total excess of unrestricted payments over receipts of £6,100, a similar deficit to the previous year and 50 the need for close monitoring by the trustees going forward remains. Added together bank and deposit balances amount to £67,800 with restricted funds of £19,200, designated funds of £10,800 leaving a balance of £37,800 for day-to-day running costs. Volunteers The trustees wish to express their thanks to all parishioners for their continued support. Thanks are also due to cornmittee members, treasurers, readers, wardens, deputy wardens, the employees and others who have all worked hard to maintain church fellowship, working arrangements, and parish attivities. Structure overnance and mana ement The Parochial Church Council is a corporate body established by the Church of England. The PCC operates under the Parochial Church Council Powers Measure. Members of the PCC are either ex-officio, elected by the Annual Parochial Church Meeting {APCM), or co-opted at its members, discretion in accordance with the Church Representstion Rules. All those who attend the churche5 Wlthin the parish are encouraged to register on the Electoral Roll, making them eligible for election to the PCC. In accordance with the regulations governing a single benefice with three centres of worship, the governance of the parish is the overall responsibility of the Incumbent and pcc. The PCC delegates certain parish responsibilities to a Buildings and Finance Committee, a Mission, Ministry and Pastoral Committee, an Events Committee and the Eco Church Committee. Each of these committees operates in accordance with agreed terms of reference. The PCC met four times in 2024. Other task groups operate on an od hoc ba515 and report, through the main committees, to the PCC. Mlnist As mentioned earlier Revd Wendy Martin retired in July- we will miss her gentle way of leading and encouraging, Revd Rich Brooker joined us in May to complete his curacv. Revd Richard Haynes was ordained priest in June. In addition Rev Paul Day, the incumbent, has been supported well by Rev Theresa Jones and Rev Wendy Carter. Readers Gill Gough, Sarah Penfold, Denise Smith and Kate Day complete the ministry team.
SHIRLEY PAROCHIAL CHURCH COUNCIL LIST OF PCC MEMBERS (TRUSTEES) The following people served as members of the PCC For the year ending 31st December 2024 Clergy Revd Paul Day Revd Richard Haynes Revd Wendy Martin (until July) Revd Rich Brooker (from May) Elerted Members Stjames David Paice Belinda Piasecki (Secretary) Margaret Foreshew lan Longbottom (Treasurer) Mark Strenz Chris Terry Kate Day Parish Wardens Linda Pitt Gill Hanton Christ the King Jan Gardner Denise Smith Ex Officio Kate Crocker (Deanery Synod) Gill Gough (Deanery Synod) Sarah Penfold (Reader) St John the Divine Jean Wall Linda Alford 27/03/25
SHIRLEY PAROCHIAL CHURCH COUNCIL Independent Examiners Report to the PCC of SHIRLEY PAROCHIAL CHURCH COUNCIL This report on the aecounts of the Pccfor the year to 31 December 2023, which are set out on the attached pages, is in respect of an examination carried out in accordance with the $145 of the Charities Act 20111"the Act, Respectlve responsibilities of the PCC and the examlner As member5 ofthÈ PCC you are responsible for the preparation of the accounts: you consider that the audit requirements under section 144121 of the Act do not apply and that an independent examination is needed. It is my responsibility to examine the accounts under section 145 of the 2011 Act.. * follow the procedures laid down in the General directions 8iven by the Charity Commissioners under section 14515llbl of the 2011 Act.. and state whether particular matters have come to my attention. Basis of this report My examination was carried out in accordance with the General Directions glven by the Charlty Commission. An examinatlon includes a review of the accounting records kept by thePCC and a comparison of the accounts wit PCC and a comparison of the accounts with those records. It also includes considering any unusual items or items or 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 I do not express an audit opinion on the view given by the accounts. Please note I have not carried out an examination of the individual accounts for St John the Divine and Chrlst the Klng but have relied on the confirmations provided by the examiners of thise account5. Independent examinerfs statemont In connection with my examination, no matter has come to my attention.. which give5 me reasonable cause to believe that in any material respect the requirements to keep accounting records In accordance with section130 of the 2011 Act: and to prepare accounts which accord with the accounting records and comply with the requirements of the Act have not been met: or to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached. Phyilip Beedo Solihull J7 10
PCC 2024 Annual Accounts- Payments and overall positlon Payments Parlsh artlvities DIocen par5sh share contrlbutlon Note Parlsh Stjames Stjohn Christthe Office Klng .2,5LX) 38048 7.489 9,521 Unrestrictei Restrlcted funds funds 53,357 TOTAL 2024 53.357 TOTAL 2023 57.(MXI aergy and stafflng costs se 20.466 21366 21,366 19.792 Runnlng expenses sf 42.943 23.621 15.779 1.923 59J48 24.417 84265 63.420 Church House runnlng costs 58 10311 10.311 10,311 7.539 Mlsslon glvlng and donatlons sh Investments 51 Total payments 71.220 63.368 23.267 11,444 144A82 24,417 169,299 147,751 Total recelpts 63.761 72,102 20.114 13.184 138.783 30.3n 169,160 137.952 Exce$5 of receipts over payments -7.459 8.733 -3,154 1.740 -139 Offlce fundlng - Internal transfers .11.6(KJ Other Transfers Transfer between funds 10,541 .2A67 4,654 -1.160 -139 Cash at banks at l January 3964 10,054 11.366 6.671 67.955 77.754 Cash at banks at 31 December 50,405 7,187 4,712 5.511 67,816 67.955 11 27103125
PCC 2024 Annual Accounts- Further Analysis of Payments Parlsh Stjames Office St John Christ the Kin8 Unrestrirted Restricted funds funds ' TOTAL 2024 TOTAL 2023 Note se Clergy and Staffing costs Clergy and vlcarage costs Parlsh admlnlstrators, salarfes Organists- salary and fees Baptism vergers. & other fees 8,042 12.424 8.042 12.424 8.042 12,424 7,923 10.799 965 105 19.792 20.466 21,366 21.366 sf Runnlng expenses Utlllty costs and broadband School hall rent Printin8 and statlonery Church consumables Repairs and maintenance Major repalrs and all Improvements Insurance and fire protertlon Churchyard l thurch grounds upkeei Admlnlstration expenses Other expenses Sunday Lunch Club Muslc Fund Parish magazlne prlntlng & dlstrlbutl Children's activltles 8,754 975 9.729 1.391 5,204 1.1 9.729 1,391 5.204 1,1 5.047 40.385 6.042 4.780 3.238 2,771 2,656 IIA49 1.451 3.082 1.777 5,926 13,293 7.065 9.770 3.978 -532 5.204 1.1 1.923 389 24,028 25 1.292 4.626 13.205 16.357 6,042 4.780 3,238 2,771 2,656 810 -1.5Z4 3.059 2.519 2.656 178 194 3,121 720 1,112 42.943 720 1.112 59 720 i.iiz 84.265 23,621 15.779 1,923 24,417 63,420 5g Church House running costs Utlllty costs Cleaner Other costs 6,227 2.070 2.014 10.311 6,217 2.070 2.014 10.311 6.227 2,070 2.014 10.311 3A53 2,160 1,526 7,539 sh Mlssion £lvlng and donations Parlsh rnlsslon Varlous 51 Investrnents CBF Global Equity Fund 12 2710312025
PCC 2024 Annual Accounts- Recelpts RECEIPTS Note Parlsh Office St James St John Christ the Klng Unrestritted Restrlcted nds funds TOTAL 2024 TOTAL 2023 Voluntary recelpts Planned givlng - stewardship 47.980 5.727 612 6019 60.519 60.641 Collertlons at servlces 252 8.787 1.828 1.530 12.397 12,397 13.296 All other glvlnglvoluntary recelF 5a 29.710 2.062 3.168 29.204 32,372 25,113 Gfft Ald recovered 1.173 13.273 1,752 1.743 16.768 1.173 17,941 12.233 Actlvitles for generatlng funds 5b 3.093 3,980 3.301 Investment Income sc 18.706 870 27,582 27.582 6.3 Church actlvltles sd 13.920 450 14,370 14,370 16.385 Total receipts 63.761 72.102 20.114 13,184 138.783 30.377 169.160 137,952 13 27103125
PCC 2024 Annual Accounts- Further Analysis of Receipts Note Parlsh Stjames Office Stjohn Christ the Kln8 Unrestrirted Restrirted funds funds TOTAL 2024 TOTAL 2023 Atl other givlng/voluntary reipts. Mlscellaneous incomÈ Donations Consolidated Legacy Fund St James Churchyard Fund Heatln8 Prolert Church House Garden Fund Church House Fund Pod Projert St Jarnes Churthyard Trees Clock Fund BDBF Energy grant 3.168 3.168 4,407 250 250 250 250 25 25 463 25.927 912 26J39 2639 15,944 2.550 29,710 2,062 3.168 29,204 32,372 25.113 5b Artlvltles for 8eneratlng funds: Fundralslng events 3,093 3.093 3,980 3,301 3.301 sc Investment Income: Interest and investment Income Rent paid by nursery Nursery contrlbutlon - T•nter 18,706 22.712 470 22,712 4A70 2,213 4,770 470 Inc. In sf 870 18.706 27.582 27,582 6,983 sd Church actlvltles: Fees from weddlngs & funerals Parlsh magazine Income Church House/ Hall lettings Sunday lunch club Refre5hrnent donatlons Chlldren's Activities I11 1.430 6,034 2.701 1,225 2.811 1,430 6,034 2,701 l.Z25 1.430 1.602 4,463 3,397 450 2.701 1225 578 16.385 13,920 450 14,370 14.370 14 27103125
PCC ASSETS AND UABILITIES FOR THE YEAR ENDING 31 DECEMBER 2024 2024 31-Dec 31,678 2,567 33,150 421 67,816 33,902 FINANCIAL ASSErs 2023 31-Dec 34,574 2,535 30,470 376 67,955 51,191 Current account balances 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 financial assets 104,888 122,316 Other Outstanding Balances Gift aid recoverable via Parish Off ice to 31st Dec via Parish Giving for December Tenancy Deposit - 37 Delrene Road 8,400 740 1,730 10,870 8,400 674 1,730 10,804 LIABILITIES N/A 27/03125 15
PCC Accounts 2024- Fund transfers Ref. Bal blfwd Receipts Gift Ald Recovered Payments Investments Adlu5t. B•1 clfwd Re5tflcted Fund5 Chuich House Garden Fund 636 661 Healin8 Projert StJ•mes Churchyard Fund 711 961 Pod ProJert 11639 26,839 1,173 17,523 Total Restrfrted Funds 13.985 27.21YI 1,173 .23,128 19.235 Deslinated Funds St James Alter Unen Consolldated Legary Fund 5,716 6,716 Muslc 3,641 3,252 aock Fund Total Desl8n•ted Funds 10,087 10.798 UTrrestrlrted Funds Chrfst the Klng General Fund 9,572 .IL444 IL312 St James Fabrlc Unrestrlced Fund StJ•mesGeneral Fund 242 72.102 -63,368 10.975 St John General Fund 18,030 20.114 -23,267 14,876 Si John Reserve Fund 11,405 814 8.219 Parfsh Offlce fund -13,894 34,557 -1,173 -27,314 PCC Reser¥e Fund 20,406 .16,0(Kl L897 6,303 Total Unrestrlcted Funds 98,244 139,956 -1,173 .20.( 2,711 74,855 TOTALS 122.317 169,160 -169,299 .20,OCK) 2,711 104,888 Rel. lal Adlustment. Th151s the change In clpltal volue of ihe Global Equlty Income Fund Investment. The St John Reserve Fund Includes Its share ol the Income re(elved from thls Investment as well as the change In capltal value 16 27103125
PCC 2024 ACCOUNTS- REPAIRS. MAINTENANCE & IMPROVEMENTS Repalrs and malntenenance Parlsh Offlce Church House- toiletlwashroom repalrs Church House - roof repairs Church House- kitchen equipment Piano Tuning Miscellaneous items 653 300 347 85 454 1,839 1,839 St Jarnes Roof repairs Repair to Churchyard sink hole Boiler works Replacement microphone Organ tuning Other 1.360 624 510 266 304 144 3,208 3,208 Churchyard / church grounds upkeep Parish Office & St James Tree care Grounds Upkeep Parish Office & St James 2,180 1,800 3,980 St John Ground5 Upkeep 800 800 81x1 Total Repalrs and malntenenance 9,827 Major repalrs & all Improvements Parlsh Offlce & St Jarnes St James Church lightin8 Repairs to St James Clock Pod Project Drainage works Archltect Fees VAT reclaim on invoiced activity Pod Project 3,152 900 18,409 5.878 -1,159 23,128 23,128 27.180 17.180 Stjohn Exterior repairs and paintinig Interior decorating costs Roofing repairs Drive way and path way works Fencing Repairs Other Less Nursery contribution 2.560 2,833 975 5,800 1.405 119 488 13,205 13.205 Total Major repalrs & all Improvements 40,385 Grand total 50.212 Note. Repairs and maintenenance also includes items shown under Churchyard I church grounds upkee 17 27103125