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2022-12-31-accounts

Trustees Annual report for the year ended 31 December 2022. As a registered charity the Trustees have to report each year to the Charity Commission on the activities of the charity.

The trustees for the purpose of the Charity Commission of the Ecclesiastical Parish of Swinton and Pendlebury (charity registration number 1131913) are the members of the Parochial Church Council.

The parish of Swinton and Pendlebury is a large urban parish in the north-west district of the area covered by Salford City Council (and the city council’s Civic Centre lies within the parish, centred on Swinton Town Hall). It lies astride the A6, the M60/M62, and the ManchesterAtherton-Wigan railway line. The population of the parish is about 25,000. The population of Salford is currently expected to grow steadily over the next ten years and there are plans for significant housing development within the parish and when we know whether some or all of these will go forward we will have to consider our response in terms of mission and ministry. The parish is served by three churches, the parish church of Saint Peter, and the district churches of All Saints and Saint Augustine. The church of Saint Augustine is a Grade One listed building and the church of Saint Peter is Grade Two *. There is a parish hall, the Fletcher Hall, and the parish owns three units of housing, the curate’s house at 46 Townsend Road, a property left to the parish at 86 Eccles Road, and The Gatehouse at Saint Augustine’s (also listed). All three are rented at present. The work of three Church of England primary schools : one aided, one maintained school, and one which is part of a multi-academy trust is part of the parish’s ministry and mission.

Numbers at worship continued to recover from the effects of the pandemic during 2022, with strong attendance both at Easter and also at Christmas (although Christmas attendance was, we think, impacted by the fears of a further round of COVID, which also led to the cancellation of one or two carol services).

Financially, 2022 was another challenging year. It began with activities still being curtailed by COVID 19. However, as the year passed and the influence of COVID decreased, we had a series of successful fund-raising events and three very successful Christmas Fairs (the fairs brought in over £6000). We were able to pay our parochial apportionment for 2022 in full. However, we did end the year with a slight deficit, which however we were well able to cover from the previous year’s slight surplus. We held our last stewardship campaign in 2016 and before COVID we noted that we would soon need to be thinking about our next campaign. Obviously it would not have been appropriate to hold such a campaign in 2020, 2021, or 2022. But we will now begin to plan for such a campaign. We are very grateful to all who support our parish financially, especially those who do so regularly by forms of planned giving. We endeavour to make full use of Gift Aid, making regular claims, and with Gift Aid envelopes available in each church. Each church has its own Gift Aid secretary and makes its own Gift Aid claims and our churches have also been benefiting from the Gift Aid on Small Donations scheme (GASD). We

are also interested in exploring the possibility for card and contactless donations and payment of parochial fees.

An initial listing and counting of our volunteers would start with the 277 people whose names are on the parochial church electoral roll. Very many people volunteer to aid our activities each year in a variety of ways, including help with fund-raising, with visiting and pastoral care, with a variety of ministries in our prayer and worship, with hospitality, with the maintenance of the fabric of our churches, with our children’s activities, as foundation governors at the schools, and with publicity. Our participation in Heritage Open Days each year is dependent on volunteers assisting our limited stipendiary team. And, of course, those who come and participate in our prayer and worship are overwhelmingly there as volunteers.

The trustees believe that by promoting the work of this parish they help to promote the whole mission of the church and that in so doing they provide a public benefit by providing facilities for public worship, prayer, pastoral care and spiritual, moral, and intellectual development, both for its regular worshippers and for anyone who wishes to benefit from what the church offers, and by promoting Christian values and service (such as emergency food support and literacy support) in the community to the benefit of individuals and society as a whole. More information on these benefits is clear, we think, throughout this report.

The trustees consider the following to be connected charities:

  1. Saint Augustine’s Restoration and Development Trust, for “the restoration, repair, renewal, improvement and maintenance of the fabric of the Church of Saint Augustine Pendlebury” (regd charity no. 1011150)

  2. Church of Saint Peter, Swinton, Restoration and Development Trust, for the restoration, repair or renewal, maintenance and improvement” of Saint Peter’s Church, Swinton (regd charity no. 514938).

Grants are, on occasion, paid to these connected charities and other charitable projects which appear to the Parochial Church Council to support the furtherance of the parish’s charitable objects.

The trustees confirm that the major risks to which the operation of the parish is exposed have been reviewed and that systems and procedures have been established to manage those risks. We endeavour to continue to examine major strategic, financial, and operational risks which the charity faces and confirm that systems have been and will be implemented to enable the necessary steps to be taken to lessen these risks.

Parish of Swinton and Pendlebury

Registered Charity Number 1131913

End of Year Financial Statements

Year ending 2022

Approved by the Parochial Church Council at its ………………………….Meeting 2023 and signed on behalf by:-

Fr.J.P Sheehy PCC Chaiman

Mrs J.S.Williams PCC Secretary

Page 1

Statement of Financial Activities

Unrestricted
Restricted
Endowment
Total
Prior year
funds
funds
funds
funds
total funds
Income and endowments from:
Donations and legacies
Income from charitable activities
Other trading activities
Investments
Other income
Total income
Expenditure on:
Raising funds
Expenditure on charitable activities
Total expenditure
Gains / losses on investment assets
Net income / (expenditure) resources before transfer
Transfers
Gross transfers between funds - in
Gross transfers between funds - out
Other recognised gains / losses
Gains on revaluation, fixed assets, charity's own use
Net movement in funds
Total funds brought forward
Total funds carried forward
Represented by
Unrestricted
General fund
Designated
AS Fabric Fund
All Saints
Fletcher Hall
Fletcher Hall Bar
SA Graveyard
SP DCC Missions
St Augustines
St Peters
Young Communicants
Restricted
Agency collection
CBF Educ1 Educational
CCLA 71803 PCC Investment Fund 1012F
CCLA 72004 St Augustines Investment Fund 1093D
CCLA 83002 St Peters Investment Fund 1255S
CCLA 83010 Parish Hall 1299F
SA Maintenance Reserve
SP Maintenance Reserve
Young Communicants Reserve
82,812.14


82,812.14
91,706.02
6,022.75


6,022.75
5,286.25
42,614.33


42,614.33
24,964.56
24,866.57
195.10

25,061.67
22,855.62




156,315.79
195.10

156,510.89
144,812.45
621.06


621.06
193.69
162,466.56


162,466.56
135,984.54
163,087.62


163,087.62
136,178.23
202.69
(3,087.38)

(2,884.69)
858.63
(6,569.14)
(2,892.28)

(9,461.42)
9,492.85
16,178.72


16,178.72
16,020.29
(14,718.68)
(1,460.04)

(16,178.72)
(16,020.29)




(5,109.10)
(4,352.32)

(9,461.42)
9,492.85
880,262.17
50,990.34

931,252.51
921,759.66
875,153.07
46,638.02

921,791.09
931,252.51
790,211.14


790,211.14
790,211.14
22,590.31


22,590.31
20,893.05
16,329.78


16,329.78
12,691.56
(21,160.71)


(21,160.71)
(24,115.70)
759.37


759.37
510.20
1,418.00


1,418.00
1,418.00
11,673.42


11,673.42
10,409.27
(24,773.38)


(24,773.38)
(18,097.55)
78,105.14


78,105.14
86,342.24




(0.04)

(955.88)

(955.88)
(955.88)

11,052.38

11,052.38
12,369.73

9,639.67

9,639.67
11,148.31

11,022.32

11,022.32
11,022.32

11,576.78

11,576.78
13,113.62

267.76

267.76
309.66

1,046.22

1,046.22
1,032.63

1,344.35

1,344.35
1,326.87

1,644.42

1,644.42
1,623.08

Page 2

Balance sheet

Total funds
Prior year funds
Fixed assets
Tangible assets
Investments
Current assets
Stocks and work in progress
Cash at bank and in hand
Liabilities
Creditors: Amounts falling due in one year
Net current assets less current liabilities
Total assets less current liabilities
Total net assets less liabilities
Represented by
Unrestricted
General fund
Designated
Fletcher Hall Bar
St Peters
All Saints
St Augustines
Fletcher Hall
AS Fabric Fund
SP DCC Missions
SA Graveyard
Young Communicants
Restricted
CCLA 71803 PCC Investment Fund 1012F
CCLA 83010 Parish Hall 1299F
CCLA 72004 St Augustines Investment Fund 1093D
CCLA 83002 St Peters Investment Fund 1255S
SA Maintenance Reserve
SP Maintenance Reserve
Young Communicants Reserve
CBF Educ1 Educational
Agency collection
Funds of the church
786,075.97
786,299.98
32,506.53
35,593.91
818,582.50
821,893.89
386.75
186.26
103,135.88
110,584.22
103,522.63
110,770.48
314.04
1,411.86
314.04
1,411.86
103,208.59
109,358.62
921,791.09
931,252.51
921,791.09
931,252.51
790,211.14
790,211.14
759.37
510.20
78,105.14
86,342.24
16,329.78
12,691.56
(24,773.38)
(18,097.55)
(21,160.71)
(24,115.70)
22,590.31
20,893.05
11,673.42
10,409.27
1,418.00
1,418.00

(0.04)
9,639.67
11,148.31
267.76
309.66
11,022.32
11,022.32
11,576.78
13,113.62
1,046.22
1,032.63
1,344.35
1,326.87
1,644.42
1,623.08
11,052.38
12,369.73
(955.88)
(955.88)
921,791.09
931,252.51

Statement of assets and liabilities

General Designated
Restricted Endowment
This year
Last year
Fixed assets - Investments
CBF Investments -
Totals
Fixed assets - Tangible assets
Office Computers -
46 Townsend Road -
St Augustines Gatehouse -
86 Eccles Road -
Fletcher Hall -
Totals


32,506.53

32,506.53
35,593.91


32,506.53

32,506.53
35,593.91
1,075.97



1,075.97
1,299.98
170,000.00



170,000.00
170,000.00
100,000.00



100,000.00
100,000.00
140,000.00



140,000.00
140,000.00
375,000.00



375,000.00
375,000.00
786,075.97



786,075.97
786,299.98

Page 3

Current assets - Cash at bank and in hand
PCC Bank current account -
Bank holding account -
AS DCC Account -
AS Fabric Fund -
St Augustines DCC -
Fletcher Hall -
Fletcher Hall Bar -
SP Wedding Account -
CCLA (CBF) Educ1 deposit account -
Cash in hand -
Totals
Current assets - Stocks and work in progress
Fletcher Hall Bar Stock -
Totals
Liabilities - Agency accounts
Agency collections -
Totals
Grand total
(92,174.39)
108,662.58
(665.97)

15,822.22
18,882.83
89,499.89
(67,684.49)
552.95

22,368.35
38,492.38

(900.00)
450.00

(450.00)


22,590.31


22,590.31
20,893.05

398.00
44.00

442.00


20,065.48


20,065.48
8,505.90

337.42


337.42
196.14

955.88
(641.84)

314.04
789.86
6,809.67

14,706.39

21,516.06
22,696.26

130.00


130.00
127.80
4,135.17
84,555.18
14,445.53

103,135.88
110,584.22

386.75


386.75
186.26

386.75


386.75
186.26


314.04

314.04
1,411.86


314.04

314.04
1,411.86
790,211.14
84,941.93
46,638.02

921,791.09
931,252.51

Fund movement by type

Opening Incoming Outgoing Transfers Gains/losses Journals Closing
CCLA-PCC - CCLA 71803 PCC Inves
Restricted
Sub-total for CCLA-PCC
CCLA-PH - CCLA 83010 Parish Ha
Restricted
Sub-total for CCLA-PH
CCLA-SA - CCLA 72004 St August
Restricted
Sub-total for CCLA-SA
CCLA-SP - CCLA 83002 St Peters
Restricted
Sub-total for CCLA-SP
Ge-FHBar - Fletcher Hall Bar
Designated
Sub-total for Ge-FHBar
General - General fund
Unrestricted
Sub-total for General
Ga-SP - St Peters
Designated
Sub-total for Ga-SP
Gb-AS - All Saints
Designated
Sub-total for Gb-AS
Gc-SA - St Augustines
Designated
Sub-total for Gc-SA
Gd-FH - Fletcher Hall
Designated
Sub-total for Gd-FH
ASFF - AS Fabric Fund
Designated
Sub-total for ASFF
SPMiss - SP DCC Missions
Designated
Sub-total for SPMiss
SAGrave - SA Graveyard
Designated
11,148.31



(1,508.64)

9,639.67
11,148.31



(1,508.64)

9,639.67
309.66



(41.90)

267.76
309.66



(41.90)

267.76
11,022.32





11,022.32
11,022.32





11,022.32
13,113.62



(1,536.84)

11,576.78
13,113.62



(1,536.84)

11,576.78
510.20
540.20
493.72


202.69
759.37
510.20
540.20
493.72


202.69
759.37
790,211.14
24,676.49
28,567.29
3,890.80


790,211.14
790,211.14
24,676.49
28,567.29
3,890.80


790,211.14
86,342.24
66,524.22
71,411.37
(3,349.95)


78,105.14
86,342.24
66,524.22
71,411.37
(3,349.95)


78,105.14
12,691.56
24,610.22
20,403.70
(568.30)


16,329.78
12,691.56
24,610.22
20,403.70
(568.30)


16,329.78
(18,097.55)
11,568.34
17,897.30
(346.87)


(24,773.38)
(18,097.55)
11,568.34
17,897.30
(346.87)


(24,773.38)
(24,115.70)
26,269.23
23,314.24



(21,160.71)
(24,115.70)
26,269.23
23,314.24



(21,160.71)
20,893.05
1,697.26




22,590.31
20,893.05
1,697.26




22,590.31
10,409.27
429.83
1,000.00
1,834.32


11,673.42
10,409.27
429.83
1,000.00
1,834.32


11,673.42
1,418.00





1,418.00

Page 4

Sub-total for SAGrave
YComm - Young Communicants
Designated
Sub-total for YComm
SAMainRes - SA Maintenance Reser
Restricted
Sub-total for SAMainRes
SPMainRes - SP Maintenance Reser
Restricted
Sub-total for SPMainRes
YCRes - Young Communicants R
Restricted
Sub-total for YCRes
Education - CBF Educ1 Educationa
Restricted
Sub-total for Education
Grand total
1,418.00





1,418.00
(0.04)


0.04


(0.04)


0.04



1,032.63
13.59




1,046.22
1,032.63
13.59




1,046.22
1,326.87
17.48




1,344.35
1,326.87
17.48




1,344.35
1,623.08
21.38

(0.04)


1,644.42
1,623.08
21.38

(0.04)


1,644.42
12,369.73
142.65

(1,460.00)


11,052.38
12,369.73
142.65

(1,460.00)


11,052.38
932,208.39
156,510.89
163,087.62

(3,087.38)
202.69
922,746.97

Analysis of income and expenditure

Total Unrestricted Designated Restricted Endowment This year Last year

INCOME AND ENDOWMENTS

Donations and legacies

Donations and legacies
0101 - Monthly standing orders
0102 - S/O Non Gift Aid Bank
0110 - Gift Aid - Planned Giving
Envelopes
0250 - One Off Gift Aid Envelopes
0301 - Loose plate collections
0410 - Candle Box
0411 - Lamps - GASDS
0413 - Tea/Coffee Donations
0414 - Flower donations
0416 - Designated Donations
0417 - War Graves Commission
0418 - Misc. Donations GASDS
0501 - One-off Gift Aid gifts
0550 - Sundry Donations - GASDS
0555 - Sundry Donations Non-GASDS
0601 - Tax recoverable on Gift Aid
0611 - Furlough claim
0701 - Legacies
0901 - Other funds generated
Total
Income from charitable activities
0450 - Fees due to Parish-
Weddings/Baptisms
0451 - Fees due to Parish- Funerals
1210 - Bookstall sales to promote
objectives
1230 - Church hall lettings - objectives
Total
Other trading activities
0410A - Candles/Lamps Non-GASDS

27,796.00


27,796.00
27,421.00

584.00


584.00
696.00

18,039.50


18,039.50
21,318.45

7,415.51


7,415.51
4,700.74

7,652.44


7,652.44
8,306.91

1,229.99


1,229.99
673.41

110.00


110.00
175.00

539.54


539.54
65.62

395.00


395.00
507.00

29.83


29.83

18.00
80.00


98.00
80.00

2,340.58


2,340.58
2,076.36

64.00


64.00
10.00





825.00
89.50
725.00


814.50
293.00

15,703.25


15,703.25
14,755.39





8,782.14





1,000.00





20.00
107.50
82,704.64


82,812.14
91,706.02

1,128.00


1,128.00
952.00

2,857.00


2,857.00
2,929.00
72.75



72.75
145.25

1,965.00


1,965.00
1,260.00
72.75
5,950.00


6,022.75
5,286.25

250.00


250.00
250.00

Page 5

0412 - Parish magazine sales
0419 - Misc. Donations Non-GASDS
0420 - 100 club subscriptions
0421 - Summer Fair
0422 - Christmass Fair
0425 - Fetes, Bazaars, other fund raising
1240 - Fletcher Hall casual lettings - fund
rai
1241 - F/Hall lettings- Zumba
1242 - F/Hall lettings- Red Tiger
1243 - F/Hall lettings- Swinton History
1245 - F/Hall lettings- Swinton Quilting
1246 - F/Hall lettings- Swinton Crafting
1247 - F/Hall lettings- Taekwando
1251 - F/Hall lettings- St Peters School
1255 - Fletcher Hall - Office Rent
1256 - F/H Lettings - Swinton Dog
Training
1257 - F/H Lettings - Jason Banbury
Photos
1258 - F/H Lettings - NHS Dementia
Cafe
1260 - Bar Sales
Total
Investments
1020 - Bank and building society interest
1030 - Rent from lands or buildings
Total
Other income
1310 - Insurance claims
1320 - Surplus - sales of fixed assets
Total





112.21
103.52
4,559.62


4,663.14
1,868.26

1,033.00


1,033.00
1,984.00

606.19


606.19


6,418.61


6,418.61
2,464.10

2,944.69


2,944.69
2,163.95

13,862.00


13,862.00
7,063.50

1,575.00


1,575.00
913.50

966.00


966.00
832.00

110.00


110.00


460.00


460.00
40.00

390.00


390.00
30.00

1,848.00


1,848.00
1,575.00

1,500.00


1,500.00
1,190.00

3,600.00


3,600.00
3,600.00

750.00


750.00
180.00

562.50


562.50
285.00

595.00


595.00


480.20


480.20
413.04
103.52
42,510.81


42,614.33
24,964.56
362.72
473.85
195.10

1,031.67
681.10
24,030.00



24,030.00
22,174.52
24,392.72
473.85
195.10

25,061.67
22,855.62
















INCOME TOTAL 24,676.49
131,639.30
195.10

156,510.89
144,812.45

EXPENDITURE

Raising funds

Raising funds
1730 - Costs of fetes & other events 500.50 120.56 621.06 193.69
Total 500.50 120.56 621.06 193.69
Expenditure on charitable activities
1735 - Parish Office Rental 5,060.00 5,060.00 3,600.00
1870 - Secular charities 1,020.00 1,020.00 20.00
1910 - Parish Share 66,150.00 66,150.00 64,890.00
2001 - Ministry - Clergy Expenses 2,725.65 2,725.65 2,661.30
2002 - Ministry - Clergy Houses 647.02 647.02 980.31
2003 - Ministry - Clergy Council Tax 2,270.42 2,270.42 2,174.87
2050 - Caretaker salary 13,728.50 13,728.50 11,226.87
2051 - Clerk salary 1,376.80 1,376.80 1,304.88
2052 - Secretary salary 4,484.79 4,484.79 5,347.08
2053 - Organist salary 100.00 1,040.00 1,140.00 400.00
2054 - HMRC 339.80 2,589.60 2,929.40 2,364.20
2055 - Pension contributions 1,485.06 1,485.06 1,072.36
2056 - Payroll Expenses 216.00 216.00 216.00
2301 - Church insurance 8,714.96 8,714.96 8,297.86
2302 - Church electric 2,285.36 2,285.36 1,879.92
2303 - Church gas 8,096.18 8,096.18 4,565.50
2304 - Church water rates 572.36 572.36 315.77

Page 6

2305 - Church running expenses
2306 - Church Cleaning Materials
2307 - Church maintenance
2308 - Church Minor Repairs
2315 - Materials for services
2316 - Sacristy Supplies
2317 - Church flowers
2340 - Relating to work of Church
2360 - Hospitality
2530 - Fletcher Hall - electricity
2540 - Fletcher Hall - gas
2550 - Fletcher Hall - insurance
2560 - Fletcher Hall - maintenance
2570 - Fletcher Hall - cleaning
2580 - Fletcher Hall - water
2590 - Fletcher hall Misc.
2595 - Fletcher Hall - Bar Supplies
2610 - Sum Up Charges
2650 - 100 club prizes
2652 - Stewardship Envelopes
2653 - Office Equipment non-capital
2654 - Printing/Stationery
2655 - Office Telephones
2656 - Miscellaneous Office expenses
2657 - Presentation of flowers/gifts
2701 - Church major repairs - structure
2710 - Church major repairs - installation
2750 - Advertising
2840 - Rental property upkeep
Total

96.16


96.16
219.25

221.56


221.56
104.24

4,015.52


4,015.52
2,299.58





155.00
341.52
67.98


409.50
750.35
214.00
2,213.60


2,427.60
1,061.13

1,263.17


1,263.17
855.68
90.00
405.69


495.69
210.40

454.68


454.68
62.56

2,181.96


2,181.96
1,800.86

2,931.39


2,931.39
1,698.71

483.72


483.72
463.44

1,959.95


1,959.95
2,016.61

883.78


883.78
382.92

457.44


457.44
211.04

122.80


122.80
393.53

492.41


492.41
141.14

3.70


3.70


555.00


555.00
530.00
295.77



295.77
392.04
2,067.04



2,067.04
999.48
375.18
85.65


460.83
102.01
1,145.05



1,145.05
1,087.47
129.99



129.99
146.25

32.99


32.99
218.00

1,175.00


1,175.00


8,613.60


8,613.60

126.00



126.00
90.00
6,061.76



6,061.76
8,275.93
28,066.79
134,399.77


162,466.56
135,984.54
EXPENDITURE TOTAL 28,567.29
134,520.33


163,087.62
136,178.23
GRAND TOTAL (3,890.80)
(2,881.03)
195.10

(6,576.73)
8,634.22

Page 7

CHECKS AND REVIEWS COMPLETED

YEAR 2022

Agreeing Treasury Balances

All bank and cash balances, both opening and closing agree to their respective statements.

Agreeing the arithmetical accuracy of the prepared accounts

All the financial details to be presented to the PCC and the Annual Parish Church Meeting agree arithmetically.

Agreeing the arithmetical accuracy of the books of original entry

Sampling of entries back to source documents and vice versa

Sample checks were carried out to ensure that the sample entries agreed back to

Agreeing the comparative figures against 2021

These all agreed with the previous statement

Comparison of Certain accounts to previous year figures

All the following accounts were compared to the previous year with no major differences noticeable:

Regular giving

Cash Giving

Tax reclaimed

Treasury accounts

Investment accounts

Fetes and Fund raising

Donations