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2020-12-31-accounts

Saint Boniface Church, Quinton Road West, Birmingham

ANNUAL REPORT OF THE PAROCHIAL CHURCH COUNCIL

2020/2021

To be presented to the Annual Parochial Church Meeting on 18 April 2021

Comprising

Narrative Report 2020/21

(pages A to J)

Financial Statements for the year ended 31 December 2020 (pages 1 to 12)

The church’s key values are:

God at the Centre

Every Member in Ministry

Every Member Growing Every Member Reaching out in Love A Community of Love and Honesty

A Community seeking to reflect God’s heart for the Vulnerable

The Parochial Church Council of the Ecclesiastical Parish of St Boniface, Quinton Road West is a Registered Charity, Number 1131914.

Annual Report of the Parochial Church Council for 2020/2021

It has been a year that compares to few others, certainly not in the life of the church. Coronavirus has had a huge impact on the way the church has functioned, as is the case with virtually all churches, but St Boniface’s year has also seen the ongoing building programme come closer to completion, and most significantly of all, been a year of major changes in the leadership of the church.

Our vicar, Ray Yates, retired in March 2020 after almost fifteen years as the incumbent, having guided St B’s with love and compassion (and a taste for dreadful puns!). Sadly, what was to have been Ray’s final Sunday service was the weekend lockdown began, so what should have been a celebration of Ray’s Ministry became informal private prayer as Lockdown began nationally the next day. Even more sadly, Janet Knox, our assistant priest, was already suffering from deteriorating health, and died of cancer in June. Janet had served St B’s for over 30 years, and the debt that the church as a whole, and so many people in it, owe to Janet cannot possibly be summarised here. The crowds that came out to greet her funeral procession all over Quinton spoke eloquently as to how much she was loved both in the church and the wider community. Her funeral, conducted on Zoom, was attended by hundreds, and Janet herself was able to address those attending in a pre-recorded message of hope and love. It still leaves a huge sense of sorrow and loss for the church, but we are thankful for her life and example.

So, St B’s has negotiated these changing times with no clergy at all as leadership. One thing we must be grateful for is the culture of “Every member in Ministry” fostered by Ray and Janet, that has enabled us to manage the very real challenges of lockdown life and church whilst having no “official” clergy to lead us. The Leadership Team has consisted of Jill Appleton, Dani Knox, Phil Knox (readers), Nicolas Hudson, Richard Starkie (Church Wardens), Martin Priestly and Rachel Retallick-Cheel. This group, operating under the authority of the PCC has met regularly on Sunday evenings to plan services, guide pastoral oversight, and plan for the future. A wider group of “Preachers and Leaders” has also met on a regular basis to plan out themes for services.

Services since March have been conducted online (who would have thought that a year ago, “Zoom” was the noise made by a rocket?). Services aim to last an hour, or a little more, with family friendly activities, worship usually led from a particular house, prayers, readings and a sermon. Sermon series have followed books of the Bible, such as Lamentations and Colossians, themes like Encounters with Jesus, church seasons such as Advent, and “Life Hacks” on how to manage spiritually in this age of pandemic. Most Sundays see 50 to 60 “devices” tuned in for the service. In one respect, the timing has been fortunate, as the church would probably have been shut for part of this time anyway, due to the refurbishment works.

The planned refurbishment finally became a reality in June when the milestone target of £194,342 was reached, just £12,245 short of the phase 1 cost, and with a few grants to come in, an extraordinary meeting of the PCC sanctioned the beginning of the work, undertaken by Contech, which was completed in November. The roof was lined with a membrane, insulated, then lined with a further membrane to encapsulate the asbestos and refurbish the roof. The windows were also replaced with double-glazed units and the guttering coated. New lights (which can be dimmed) and new speakers were also installed at the same time, and the builders also added electrical trunking for the new lighting. So, we have a new church – we can’t wait to actually get into the building to see it!

Page A

“Remote Church” has presented challenges to our pastoral work and mission, and of course presented challenges to many in our community. Pastoral contact has been maintained through WhatsApp groups, especially for members of the congregation who live alone. Areas were organised into zones with a leader appointed to keep in touch with church members in those zones – volunteers have delivered the monthly church prayer letters to church members, especially amongst the elderly, who don’t attend remote Sunday services. “Normal” mission events have of course not been possible in the last nine months, but the church has done a great deal to reach out to and minister to those in our community. Children’s craft bags have been distributed via local schools, bags for Teddies carers, for the elderly, Christmas bags for Moat Meadows, all distributed by church volunteers, and looking to interact with and serve our local community. Over Christmas, 22 families had toys distributed to them via BCM, and six families had a Christmas dinner cooked for them

Mission has also been part of the “remote” life of the church. An Alpha course ran via Zoom in Autumn and was well attended and has now been succeeded by a course on the Bible. Prayer as always remains a central part of the life of the church, and there have been monthly “24/7” weekends of prayer that have brought much benefit individually and to the whole church. Pastoral groups continued to meet remotely in the earlier stages of lockdown, and since Summer, have been replaced by a weekly “Going Deeper” meeting on Zoom, led by Richard Starkie. The Christingle service was streamed live via Facebook and has received over 2700 views, and over 100 Christingle bags were given out to local families in preparation. Youth events and brigades have continued to meet remotely throughout this time – unfortunately, as the church became available again after refurbishment in Autumn, Brigade and other activities began to meet face to face again, only for this to be curtailed as we went back into lockdown. The situation was well summarised that despite the challenges, “we will endeavour to think of creative ways to engage the young people of St B’s with their faith and with each other”.

Finally, in this year of challenges, we continue to look forward. An excellent new St Boniface website was launched in November, to inform local people of our activities as a church, and also to assist in the recruitment of a new vicar. The PCC met for a remote “Awayday” in October, to reflect on the strengths of St B’s, and our dreams and priorities for the future. This has helped inform our recruitment process as we begin the process of looking for our next vicar and writing the Parish Profile as part of the advertisement for the role. So, we end the year looking forward – it has been hard year, with great sorrow for the loss of Janet, and other church friends and members, and difficult times for us to navigate. But we can be confident that we are in God’s hands, and His light shines on our path as we go forward.

Ian Garrett

Page B

The Parochial Church Council ‘P.C.C.’

During 2020 the PCC has met 8 times, including the APCM which this year was delayed until October which was allowed by the Diocese in conjunction with government guidance on Covid-19 safety measures. There are 17 members of the PCC which includes 11 elected lay members (one vacancy exists), 2 Church Wardens, 3 Deanery Synod representatives and 1 lay reader (the further 2 lay readers are elected members). 4 non-voting attendees are invited to each meeting, 2 of whom regularly attend. Due to the retirement of Ray Yates (incumbent) and the sad loss of Janet Knox in June, there are no ex-officio members of the PCC at present.

In addition to the full meetings, there have been 1 extraordinary meeting of the full PCC to consent to the commencement of the refurbishment project, and 2 standing committee meetings, which voted to furlough the Church administrator and to send a blessing of cakes to the whole of the congregation.

Sub-committees have met to explore and progress ideas relevant to their group. These ideas have then been reported to the PCC for discussion and agreement. Sub-committees have been key to the work of St Boniface during this 2020 Covid-19 pandemic. There are 4 sub-committees: Mission group, Sub-25 group, Pastoral group and Leadership Team.

Due to circumstances, the Mission group have reached out to our congregation and community by creating and posting leaflets detailing offers of help and online church support, food distribution, creating children’s craft bags which were distributed to children via local schools, bags for Teddies’ carers containing some items for the children and pamper items for the parents, bags for older people and Christmas bags for Moat Meadows. Feedback suggests that these gestures have been a blessing to many.

The Pastoral group was set up at the start of the first lockdown to make sure every member of the congregation had a support contact. Areas were organised into zones with a leader appointed who has kept in touch with the zone members and arranged any support required. Lorraine has organised a ‘good morning’ WhatsApp group for people living alone and daily contact is made with participants each morning to check everyone is well. A further social group (zoom) has been created by Lorraine Lampon and Eileen Moore for a weekly get together.

Sub 25 group have arranged zoom provision for youth and children, but have found challenges with participation, especially from the youth in later months. Care packages were distributed to all youth and children in our congregation.

The leadership team consists of 7 members who are responsible for supporting the Wardens in providing spiritual and strategic leadership, by undertaking functions which would have been fulfilled by clergy. The remit includes overseeing organisation, planning, horizon scanning, youth and children’s work and mission. The group was appointed by Ray Yates and has been sanctioned by the PCC.

The refurbishment project which has been the subject of so many meetings for a number of years, finally became a reality in June 2020, when we reached the milestone target of £194,342, which was just £12,245 short of the phase 1 cost of £206,589. With a few other grants still to come in, an extraordinary meeting sanctioned the commencement of the work, undertaken by Contech. We thank God for His timing, as due to

Page C

COVID-19 number restrictions, St Boniface was still meeting in a remote way and so the quandary of how we would meet during the work, was taken care of. The work was finally finished in early November, which was celebrated at the November PCC meeting.

On 3 October, the PCC had a Zoom ‘Away Day’ in which we did group work to establish our ideas about our identity, our strengths, our roots, our priorities, our dreams and our person. The latter concluded the type of person whom we would like to lead us as the next vicar and so will inform the recruitment process by inclusion in the Parish Profile, which is part of the advertisement for the role.

Safeguarding is always high on the agenda of the PCC, with regular updates discussed. A Safeguarding audit has been carried out by Jill Appleton. Disclosure and Barring Service applications continue to be made for relevant roles.

The PCC approved a new website which was launched on 23 November. Its target audience are those seeking a church to attend and to assist the recruitment of a new vicar. It details our values, worship (both prior to lockdown and during zoom meetings), information and links to zoom services, alpha, midweek groups, caring for the vulnerable and children’s provision.

Charitable giving which is part of our Finance discussions was set in September 2020, blessing various organisations and individuals with support.

Due to restrictions the use of the minibus has not been required since March 2020 therefore the road tax was changed to SORN status. It is still valued as a useful resource to the church so will be retained for now, hoping that more use can be made of it in the near future.

Aim and Purposes

The Parochial Church Council (PCC) has the responsibility of cooperating with the Wardens and Leadership Team (as we are in a vacancy period) in promoting in the ecclesiastical parish, the whole mission of the Church, pastoral, evangelistic, social and ecumenical. It is also specifically responsible, with the churchwardens, for the maintenance of the church buildings complex of St Boniface in Quinton Road West.

Objectives and Activities

The PCC is committed to enabling as many people as possible to worship at our church and to become part of our parish community at St Boniface, regardless of their previous religious affiliation or none. The church’s key values are set out on the front page of this report. Since the lockdown commencing 23 March 2020, our church services and meetings have been conducted via Zoom.

The PCC maintains an overview of worship and makes suggestions on how our services can involve individuals or any groups that live within our parish. Our services and worship seek to put faith into practice through prayer and scripture, music and sacrament. We seek both to serve our local community and support the world-wide church.

Page D

Public Benefits

The purpose of St Boniface Church is worship and the advancement of the Christian faith according to the principles of the Church of England. St Boniface Church also carries out charitable work within the parish of St Boniface, Quinton Birmingham.

When planning our activities for the year, we have considered the Charity Commission’s guidance on public benefit and, in particular, 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

NB no weddings, baptisms, funerals or parent/toddler groups have taken place since 23 March 2020.

To facilitate this work, it is important that we maintain the fabric of the church and its adjoining buildings.

Legal and Administrative Information

The Parochial Church Council is a corporate body established by the Church of England. It operates under the Parochial Church Council Powers Measure. It is a Registered Charity under the name “The Parochial Church Council of the Ecclesiastical Parish of St Boniface, Quinton Road West”, and its Registered Number is 1131914.

As a “body corporate” it has an existence and separate identity recognised in law, independent of the people comprised in it. It has no related trusts or charities but has overall responsibility for the four semi-autonomous organisations described in note 7 to the accounts.

The PCC has two formal sub-committees: a Standing Committee for addressing urgent matters, and a Finance Committee to review and make recommendations about financial planning and affordability issues. It is also advised by three informal subcommittees concerned with specific aspects of church life: Pastoral, Mission, and Sub 25 – their reports and recommendations form the basis of many of the PCC’s decisions and deliberations.

The appointment of PCC members is governed by and set out in the Church Representation Rules. The membership of the PCC consists of the Vicar and other clergy licensed to the parish, together with members elected at the Annual Parochial Church Meeting by those of the congregation who are on the electoral roll of the church.

All those who attend services and members of the church are encouraged to register on the electoral roll and stand for election to the PCC. Current members are listed on page H following. There are currently no policies and procedures in place for the induction and training of new PCC members. PCC members are responsible for making decisions on all matters of general concern and importance to the parish, including deciding on how the funds of the PCC are to be spent.

Page E

The PCC’s principal banker is HSBC, 148 High Street, Harborne, Birmingham B17 9PN.

Monies not immediately required are placed in the CBF Church of England Deposit Fund, administered by CCLA Investment Management Ltd, Senator House, 85 Queen Victoria Street, London, EC4B 4ET. The independent examiner of the PCC’s accounts is Mr. David Dixie, FCA of Dixie Associates, 167 Black Haynes Road, Selly Oak, Birmingham B29 4RE.

Reserves Policy

It is the PCC policy to try and maintain a balance on unrestricted funds which equates to at least three months unrestricted payments. This is equivalent to £20,428; it is held to smooth out fluctuations in cash flow and to meet emergencies.

The unrestricted funds balance (£39,469), deducting required minimum reserves, is £19,041 held at the year-end. This is equivalent to nearly a further three months’ expenditure, so that a total of nearly six months’ expenditure is held.

The balance of £51,397 in the restricted funds is retained towards meeting the cost of various activities undertaken by the church in the community, but mainly towards completing the refurbishment of the church building, including the project to encapsulate asbestos in the roof.

Location

St. Boniface is a Church of England parish in the Deanery of Edgbaston within the Diocese of Birmingham. The address for correspondence is St Boniface Church, Quinton Road West, Birmingham B32 2QD. Christians first started meeting on the site for worship in a temporary building in 1949 and the present church building was consecrated on 9th February 1959, when the new parish was formally constituted as “St. Boniface, Quinton Road West”.

The church building [with a linked Hall and rooms] is located near the east end of Quinton Road West and serves a parish area comprising the south eastern parts of Quinton [including the Woodgate Valley North estate] and an area of western Harborne [comprising mainly the Welsh House Farm Estate], all on the western edge of the City of Birmingham. (The parish falls within the Quinton Ward & Harborne Ward for local government purposes.)

The area was developed for public and private housing, initially in the 1930s with significant further building in the 1950s and 1970s. The Parish is entirely residential, with no factories or businesses other than shops, schools and services for the local community. According to the 2011 national census, 10,700 people live in the parish, of whom 25% are aged 5-15, and 63% 16-64, 12% are 60+; 55% described themselves as “Christian” and less than 4% as belonging to other faiths; and of adults, 23% are in receipt of out of work benefit, and 33% have no formal school or other qualifications.

Page F

Electoral Roll and Church Attendance

There were 117 adults on the electoral roll for 2020.

On a “normal” Sunday during 2020 the average number of adults attending worship was 91, together with 37 children and young people (up to age 16). Attendance at Wednesday morning services averaged 15.

The total worshipping community comprised 128 people at the end of 2020, of whom 68 were under 17 years old, and 15 were over 70.

Page G

Members of the PCC who have served during the period 1st January 2020 until April 2021:-

Vicar The Rev Ray Yates # + (retired April 2020)
Assistant Priest The Rev Janet Knox # +(deceased June 2020)
Churchwardens Richard Starkie # +
Nicolas Hudson # +
Reader Dani Knox
Phil Knox
Jill Appleton

Elected Members (one third are elected at each Annual Parochial Church Meeting):

Until October 2020 and Re-elected to April 2023 Kevin Collins # Martin Priestley # (Stewardship Secretary) David Leak Ian Sykes Until April 2021 Phil Knox + # Lorraine Lampon (became Deanery Synod rep from 1 December 2020) Tom Spicer Rachel Retallick-Cheel Until April 2022 Rebecca Deeks Ian Garrett Jill Appleton Tony Potter Edgbaston Deanery Synod (Ex-officio members of the PCC) Until May 2023 Jennie Collins # + Lynden Smith (Electoral Roll Officer) Lorraine Lampon

Invited to attend meetings as non-voting members:

Karin Satchwell # + Treasurer Cathie Wilcock Girls Brigade Captain Derek Mills

# indicates a member of Finance Committee + indicates a member of the Standing Committee

Page H

FINANCIAL REVIEW for the year ended 31 December 2020

The Financial Statements for the year 2020, drawn up in the format required by Charity Law and Church regulations, are on pages 1 to 11 following, preceded by the report of the Independent Examiner on page J. The following comments apply to the PCC’s funds only.

Unrestricted Funds (General Fund).

The PCC originally adopted a deficit budget of £8,979 for 2020, as the PCC accepted that it faced another challenging year balancing the ongoing and ambitious expenditure of the existing projects.

At the end of 2020 budgeted income was £84,757, actual income including accruals for tax refunds is £85,535, over budget by £778. Expenditures budget was £93,736, whereas at the 31 December 2020 expenditure including accruals for fuel used in December is £81,711. This is £12,025 under budget, and leaves a net surplus of £3,374 for 2020 after net transfers to Boys and Girls Brigades .

The dramatic shift from the budget as originally set is primarily reflective of the effects of the pandemic on the church. Church members continued to give generously, in several instances increasing regular giving or made one-off donations, which offset the loss of income from hall bookings and weddings/funerals during the pandemic. At the same time, a number of categories of expenditure reduced dramatically whilst the building was closed, including maintenance costs and fuel (mainly heating). The decision to furlough the church’s only paid member of staff in November also led to a material underspend.

The church did however maintain its commitment to give away at least 10% of voluntary income from members to support the missionary or similar work of organisations and individuals working for them details are in note 6 page 9

Reserves the general fund balance of £39,469 represents roughly 25 weeks of running costs and is considered adequate. The reserves policy is shown on Note 10 of page 12.

Restricted Funds: (individual details are in note 4 to the accounts on pages 7 and 8)

The total balance of the PCC’s restricted funds is £51,397 at 31 December 2020 (see page 7). This is mainly held for St B’s Restoration fund, Children and Families, and Youth work.

All ‘Restricted Fund’ balances consist of earmarked monies received that can only be spent on the specific purposes for which they have been given (unless with the consent of the original donors).

Deposit interest earned is added to the funds concerned where the average balance of the fund exceeded £5,000.

Going concern

The accounts are prepared on the accruals basis. The Trustees (PCC) have assessed its financial circumstances and are satisfied it meets the requirements as a going concern.

Page I

Independent Examiner’s Report to the Parochial Church Council and members of St Boniface, Quinton Road West, Birmingham

I report on the accounts for the year ended 31 December 2020 which are set out on pages 1 to 12.

Respective responsibilities of trustees and examiner

The charity’s trustees (the Parochial Church Council) consider that an audit is not required for this year under section 144(2) of the Charities Act 2011 (the 2011 Act) 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 given by the Charity Commissioners section 145(5)(b) of the 2011 Act; and

state whether particular matters have come to my attention.

Basis of Independent Examiner’s Report

My examination was carried out in accordance with the General Directions given by the Charity Commission.

An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes considering any unusual 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 a full audit, and consequently I do not express an audit opinion on the accounts.

Independent Examiner’s Statement

In connection with my examination, no matters have come to my attention

David Dixie FCA Dixie Associates 167 Black Haynes Road Selly Oak Birmingham B29 4RE

18 March 2021

Page J

PAROCHIAL CHURCH COUNCIL OF ST BONIFACE Quinton Road West, Birmingham

STATEMENT OF FINANCIAL ACTIVITIES for the year ended 31 December 2020

Unrestricted Restricted
TOTAL
FUNDS
Note funds funds 2020 2019
Income
Donations 2(a) 81,646 28,458 110,104 139,653
Grants and other charitable income 2(b) 559 68,882 69,441 19,200
Income from Investments 2(c) 114 359 473 984
Other trading income 2(d) 3,216 - 3,216 11,196
Income of associated organisations 2(e) & 7
-
2,314 2,314 15,323
--------- --------- ---------- -----------
Total income 85,535 100,013 185,548 186,356
Expenditure
Charitable Activities
Missionary and charitable giving 3(a) & 6
7,550
107 7,657 8,230
Local work of the church 3(b) 65,299 210,217 275,516 93,593
Associated Organisations 7 - 2,613 2,613 11,862
Administration and support costs 3(c) 8,862 5,805 14,667 9_,747_
-------- ----------- ----------- ----------
Total expenditure 81,711 218,742 300,453 123,432
Net income/(expenditure) before transfers 3,824 **(118,729) ** (114,905) 62,924
Transfers between funds 4 (450) 450 - -
---------- ---------- ----------- ------------
Net Movement in Funds 3,374 **(118,279) ** (114,905) 62,924
Balances brought forward at 1 January 36,095 181,276 217,371 154,447
Balances carried forward at 31 December 39,469 62,997 102,466 217,371

The church has no endowment funds.

No significant expenditure has been incurred on fundraising or communication with donors. These financial statements have been prepared on the accruals basis in accordance with the Church Accounting Regulations 2006.

The notes on pages 3 to 12 form part of these accounts.

Page 1

PAROCHIAL CHURCH COUNCIL OF ST BONIFACE Quinton Road West, Birmingham

STATEMENT OF FINANCIAL ACTIVITIES (comparative) for the year ended 31 December 2019

Unrestricted Restricted
TOTAL FUNDS TOTAL FUNDS
Note funds funds 2019
Income
Donations 2(a) 77,745 61,908 139,653
Grants and other charitable income 2(b) - 16,900 19,200
Income from Investments 2(c) 109 875 984
Other trading income 2(d) 11,196 - 11,196
Income of associated organisations 2(e) & 7
-
15,323 15,323
--------- --------- ----------
Total income 89,050 97,306 186,356
Expenditure
Charitable Activities
Missionary and charitable giving 3(a) & 6
7,600
630 8,230
Local work of the church 3(b) 73,138 20,455 93,593
Associated Organisations 7 - 11,862 11,862
Administration and support costs 3(c) 9,747 - 9,747
-------- ----------- -----------
Total expenditure 90,485 32,947 123,432
Net income/(expenditure) before transfers (1,435) 64,359 62,924
Transfers between funds 4 356 (356) -
---------- ---------- -----------
Net Movement in Funds (1,079) 64,003 62,924
Balances brought forward at 1 January 37,174 117,273 154,447
Balances carried forward at 31 December 36,095 181,276 217,371
CASH FLOW STATEMENT
For the year ended 31 December 2020
2020 2019
Cash at bank, in hand and short term deposits on 1 January
209,510
142.824
Net movement in funds (114,905) 62,923
Decrease/(increase) in debtors 3,653 4,226
Increase/(decrease) in creditors (495) (463)
Cash at bank, in hand and short term deposits on 31 December
97,763
209,510

Page 2

PAROCHIAL CHURCH COUNCIL OF ST BONIFACE Quinton Road West, Birmingham

STATEMENT OF ASSETS AND LIABILITIES AT 31 DECEMBER 2020

Other monetary assets
Debtors:
Income tax recoverable
Prepayments and accrued interest
Other debtors
Bank and cash
Short term deposits
Cash at bank and in hand

Total current assets
Liabilities falling due within one year
Accruals and deferred income

Net current assets less liabilities
Funds(see note 4)
Restricted:
Restoration
Youth and Children’s Workers
Other PCC funds
Associated organizations
Unrestricted:General Fund (see note 10)
Total Funds
PCC
Associated
Funds
Organisations
£
£
4,370
-
-
200
- -
4,370
580
8,885
-
77,858
11,020
91,113
11,600
(247)
-
90,866
11,600
31,986
-
10,764
-
8,647
-
-
11,600
---------
----------
51,397
11,600
39,469
-
---------
-------
90,866
11,600
Total
Total

2020
2019
£
£
4,370
8,403
580
580
- ** -
4,950
8,603
8,885
158,412
88,878
51,098
102,713
218,113
(247)
(742)
102,466
217,371
31,986
154,407
10,764
8,001
8,647
7,412
11,600
11,456
----------
----------
62,997
181,276
39,469
36,095
----------
---------
102,466**
217,371

The church has no endowment funds or fixed assets.

The notes on pages 3 to 11 form part of these accounts.

Approved by the Parochial Church Council on 18 March 2021 and signed on its behalf by:

Mrs Karin Satchwell (Honorary Treasurer)

Nicholas Hudson (Churchwarden)

Page 3

PAROCHIAL CHURCH COUNCIL OF ST BONIFACE, Quinton Road West, Birmingham

NOTES TO THE FINANCIAL STATEMENTS for the year ended 31 December 2020

1. Accounting policies

The financial statements have been prepared in accordance with the Church Accounting Regulations 2006 In accordance with applicable accounting standards and the Statement of Recommended Practice Accounting and Reporting by Charities (SORP July 2014).

The Financial Statements have been prepared under the historical cost convention. They include all transactions, assets and liabilities for which the PCC is responsible in law. Accordingly figures are included for the Boys Brigade and Girls Brigade companies attached to the church, and for the carers and toddlers group ‘Teddies’, but not for those church groups that owe their main affiliation to another body, nor for informal gatherings of church members which are not responsible to the PCC.

Funds

The General Fund represents the funds of the PCC that are not subject to any restrictions or designations regarding their use and which are available for application on the general purposes of the PCC. The accounts include all transactions, assets and liabilities for which the PCC is responsible in law.

Incoming Resources

Voluntary income and capital sources

Collections and donations are recognized when received by or on behalf of the PCC. Planned giving receivable under gift aid is recognized only when received.

Income tax recoverable on gift aid donations is recognized at the same time as the income to which it relates, and since 6 April 2013 includes amounts receivable under the Gift Aid Small Donations Scheme. Grants to the PCC are accounted for as soon as the PCC is notified of its entitlement and the amount due.

Church Activities

Rental income from the letting of church premises and fees are both recognized when received. Income from investments

Interest is accounted for as it is earned, and includes accrued interest whose payment is not yet due.

Resources Expended

Missionary and charitable giving

Grants and donations are accounted for when paid over, or when awarded if that award creates a binding or constructive obligation on the PCC.

Activities relating to the work of the church

The diocesan common fund is accounted for when it is payable; it has been paid in full up to 31 December 2020. All other expenditure is generally recognized when it is incurred and is accounted for gross.

Fixed Assets

Consecrated land and buildings and movable church furnishings

Consecrated and beneficed property is not included in the accounts in accordance with Section 10(2)(a) and (c) 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 church’s inventory, which can be inspected (at any reasonable time). All expenditure incurred during the year on consecrated or benefice buildings and movable church furnishings, whether maintenance or improvement, is written off as expenditure in the Statement of Financial Activities.

Individual items of equipment costing less than £1,500 are written off when acquired. The PCC does not own any other property or significant items of equipment, and consequently no fixed assets are shown on the Balance Sheet.

Current assets and liabilities

Short term deposits include cash placed on deposit with the CBF Church of England Funds. Accruals and deferred income include estimated charges which will be payable for services or fuel used but not yet invoiced to the PCC.

Page 4

PAROCHIAL CHURCH COUNCIL OF ST BONIFACE, Quinton Road West, Birmingham

NOTES TO THE FINANCIAL STATEMENTS for the year ended 31 December 2020 (cont.)

2. Income
Unrestricted Restricted
Funds
Funds
£
£
2(a) Donations
Gift aid: Planned Giving
51,303
13,825
Single donations
-
7,779
Income tax recoverable
12,747
4,683
Other planned giving
14,186
1,454
Collections (open plate):
for local purposes
-
-
for other charities
-
-
Legacies
-
-
Sundry donations3,410 717
81,646
28,458

2(b) Grants and other income
Grants received_(for details see Note 8)
Furlough
559
-
Covid Mission
-
1,882
Restoration Fund
-
67,000
Youth and Children’s Ministry - -
_559
68,882
2(c) Income from investments
Bank and CBF Deposit Fund Interest114 359
2(d) Fees and Charges
Hall lettings
3,059
-
Fees for weddings and funerals
157
-
---------
------
3,216
-
2(e) Income of associated organisations
(see note 7)
Boys Brigade
-
1,392
Girls Brigade
-
729
Brigades joint camp
-
69
Teddies
-
124
--------
---------_
-
2,314
Total incoming resources
85,535
100,013

=====
=====
Total Funds
2020 2019
£
£
65,128
63,788
7,779
9,523
17,430
17,086
15,640
21,798
-
4,986
- ** 630
- 5,000
4,127
16,842
110,104
139,653
559
1,882
-
67,000
19,000
- 200
69,441 19,200
473 984
3,059
9,954
157
1,242
-------- -------
3,216
11,196
1,392
4,123
729
1,825
69
8,388
124
987
---------
--------
2,314
15,323
185,548**
186,356
======
======

Page 5

PAROCHIAL CHURCH COUNCIL OF ST BONIFACE, Quinton Road West, Birmingham

NOTES TO THE FINANCIAL STATEMENTS for the year ended 31 December 2020 (cont.)

3. Expenditure
Unrestricted Restricted Unrestricted Restricted Total Funds Total Funds
Funds Funds
2020
2019
£
£ £
£
3 (a) Missionary and charitable giving
From PCC general funds (see note 6) 7,550 - 7,550 7.600
Special collections and earmarked gifts
Collections for other charities_(see note 6)_ - 107 107 630
7,550 107 7,657 8,230
3 (b) Local activities of the church
Ministry: Common Fund (to diocese) 52,000 - 52,000 51,756
Clergy expenses: Vicar 283 - 283 1,073
Assistant curates - - - 295
Clergy housing - - - 1,000
Youth and Children’s Workers - - - 7,201
Other youth and children’s work costs 513 308 821 2,056
Maintenance 3,214 205,530 208,744 3,561
Lighting and Heating 3,205 - 3,205 4,911
Insurance 3,321 - 3,321 3,537
Other premises costs 481 - 481 2,682
Upkeep of services 1,610 97 1,707 3,576
Mission and discipleship 464 2,932 3,396 9,683
Leaving gifts, bank charges, sundry 208 - 208 460
Minibus - 1,350 1,350 1,802
65,299 210,217 275,516 93,593
Associated organizations(see Note 7)
Boys Brigade - 1,343 1,343 3,160
Girls Brigade - 1,395 1,395 1,381
Brigades joint camp - (125) (125) 6,938
Teddies -
- - 383
- 2,613 2,613 11,862
3 (c) Administration and support costs
Fundraising - 5,805 5,805 -
Independent Examiner’s fee 1,410 - 1,410 1,410
Secretarial 4,576 - 4,576 4,577
Stationery and photocopying 2,220 - 2,220 2,935
Telephone 656 - 656 825
8,862
5,805 14,667 9,747
Total resources expended 81,711
218,742 300,453 123.432
=====
===== ====== ======

Page 6

PAROCHIAL CHURCH COUNCIL OF ST BONIFACE, Quinton Road West, Birmingham

NOTES TO THE FINANCIAL STATEMENTS for the year ended 31 December 2020 (cont.)

4. Funds
Balance
1 January
2020
£
Restricted funds:
Youth Worker
4,047
Children’s Ministry 3,954
Ravens
2,712
Holiday fund
2,049
Christian Dawn
915
Pastoral fund
614
Restoration fund
154,407
Cross replacement 200
Minibus 922
Mission worker -
Covid mission -
Special collections -
for other charities
-
169,820
Unrestricted funds:
General fund
36,095
Total PCC funds
205,915
Associated organisations
Boys Brigade
2,131
Girls Brigade
1,917
Brigades joint camp
6,333
Teddies
1,075
Total fundsper Statement
of Financial Activities **217,371 **
Incoming Resources Transfers Balance
resources expended between 31 December
in year
in year funds
2020
£ £ £ £
-
-
-
4,047
3,071 (308) -
6,717
-
-
-
2,712
115
-
-
2,164
-
(97) -
818
-
-
-
614
88,914
(211,335) -
31,986
- - - 200
460 (1,350)
7
39
2,100 -
-
2,100
2,932
(2,932)
-
-
107 (107) -
-.
97,699
(216,129) 7
51,397
85,535
(81,711)(450)
39,469
183,234 (297,840) (443) 90,866
1,392
(1,343) 243
2,423
729
(1,395) 200
1,451
69
125
-
6,527
124
-
- 1,199
185,548 (300,453)
- 102,466

General Fund represents the funds of the PCC that are not subject to any restrictions or designations regarding their use and are available for application on the general purposes of the PCC. The normal income and running expenses of the congregation fall within this fund. (See also Note 10 ‘Reserves Policy’).

Restricted funds comprise those monies received which are earmarked for particular purposes and cannot therefore be used in any other ways. The most significant of these are described below:

Youth Worker Fund: St B’s has not employed a dedicated Youth Worker in 2020; grants that were given to support the work of our youth worker in late 2018 were retained by St Boniface at the agreement of the trustees/charities in June 2019, for the continuation of the youth work in subsequent years. In 2020, no income or expenditure has occurred from the restricted youth worker fund; amounts retained will be used towards the employment of a youth worker at a future time, when resources permit. Despite the lockdown and restrictions, youth work has continued to happen at St Boniface in 2020 with the efforts of volunteers. Events and regular meetings have taken place remotely, and in person where restrictions allowed. Some expenditure from the General Fund (youth budget) covered gift bags for the youth and event expenses.

Page 7

PAROCHIAL CHURCH COUNCIL OF ST BONIFACE, Quinton Road West, Birmingham

NOTES TO THE FINANCIAL STATEMENTS for the year ended 31 December 2020 (cont.)

4. Funds (continued)

Children’s Ministry Fund: The children’s ministry continues at St Boniface despite the sad loss of the Assistant Priest, Janet Knox, and no dedicated Children’s Worker during 2020. Sunday Zoom services have become family centered and offer children challenges/activities to be completed during the sermon with an opportunity to celebrate the children’s work before the service ends. Faithful Followers continued from April to July remotely with between 3-9 children attending; however this did not resume in September due to the lack of team members. Children’s events have taken place, face to face where restrictions allowed and remotely, thanks to volunteers. The Children’s Ministry Fund continues to grow thanks to donations and has been used to provide children’s work resources in 2020.

Ravens: This fund has been dormant in 2018, 2019 and 2020. It aims to provide lunches for children from low income families over the school holidays, promoting health for children in the community, and to extend literacy work outside of school times. Discussions are taking place towards the creation of a new project which hopes to include aims that will be able to use this money. Unfortunately the Corona virus has somewhat caused a delay in bringing any plans to fruition in 2020.

Holiday Fund: This fund originated some years ago from grants received to subsidise a parish holiday, and the surplus has been retained (with donors’ consent) towards subsequent holidays and weekends away. Following a successful Church family weekend away at Quinta in 2019, another weekend is booked for 2021, the deposit for which has been made from this fund. The remaining monies will be used to support any church members who are not able to afford to go, ensuring that nobody who wishes to attend will be left behind.

Christian Dawn : This fund originates from grants received towards the work of church members seeking to raise disability awareness in churches and other Christian organizations. The church is aiming to use these funds to increase accessibility to services once the pandemic is over via live broadcast.

Pastoral Fund : comprises donations received to enable the church to respond to personal and welfare needs in the parish area through small grants and donations.

Restoration Fund: This fund was started towards the end of 2016 to raise funds towards the restoration work identified by the quinquennial inspection of 2015, which uncovered asbestos in the church bell tower and throughout the church ceiling. The tower was safely remedied in 2016. In June 2020 the work to encapsulate the asbestos in the roof, replace windows with double glazed units, coat the guttering with impervious material and install new lighting and speakers was completed. There is also a need for a new church hall and corridor roof which will form phase 2 of this restoration work. Funds will need to be raised towards this, to add to the balance remaining which was carried across from phase 1 work.

Minibus: During 2014 funds were collected toward the purchase and running costs of a minibus for church activities and the uniformed organisations. Maintenance expenditure and lack of usage due to the pandemic, has caused the minibus fund to be depleted at the end of 2020. The PCC will review the viability of keeping the minibus when a more ‘normal’ life can resume.

Cross replacement: Towards the end of 2016 £200 was donated to replace the external cross.

Mission Worker Fund: This fund was created in 2020 to fund the appointment of a Mission Worker. Detail is not known of exactly what this role will be, but it will be for an outward facing employee to guide our mission work within our community. This fund currently comprises of donations from within the church family.

Covid Mission Fund: This fund was started in 2020 and comprises of grants and donations. Significant mission work has been undertaken in 2020, outreaching to the church family and community which has been enabled from this fund, including the distribution of age-appropriate gift bags to various groups of people.

Special Collections : Details of the amounts collected for other charities, or for specific purposes outside the parish, and paid over to them (net of associated expenses), are shown in the second column of note 6 on page 10.

Page 8

PAROCHIAL CHURCH COUNCIL OF ST BONIFACE, Quinton Road West, Birmingham

NOTES TO THE FINANCIAL STATEMENTS for the year ended 31 December 2020 (cont.)

5. Transactions with members of the PCC and connected persons

The expenses of the Vicar (The Rev Ray Yates), who was a member of the PCC, are included in Note 3 (b) above.

Mrs Dani Knox, the wife of a PCC member, was commissioned by the church in a professional capacity to provide fundraising services for the PCC on a commission basis following a commercial tender. It is noted that the PCC had previously appointed an unconnected contractor to perform this role on more expensive terms, but that contract failed to achieve any positive results. The member in question did not vote on the decision to appoint Mrs Knox or her terms of engagement. Grants applied for by Mrs Knox were primarily in relation to the restoration project, and she ceased providing these services during the year once the target for the first stage of the restoration project was met.

No other members of the PCC or persons closely connected with them received any remuneration, other benefits, or material reimbursement of expenses during the year, nor were any interested in any material transaction, contract or other arrangement with the PCC. Certain donations from PCC funds to other charities (see Note 6) were in support of the work of individuals, including one PCC member; but it is not considered that the individuals concerned received any personal benefit from these donations. None of the PCC members involved participated in the discussions or voted when the grants were decided.

Page 9

PAROCHIAL CHURCH COUNCIL OF ST BONIFACE, Quinton Road West, Birmingham

NOTES TO THE FINANCIAL STATEMENTS for the year ended 31 December 2020 (cont)

6. Details of giving to other charities
Unrestricted
Restricted
Funds
Funds
from
from Special
PCC funds
Collections
Church overseas
£
£
Kaniki Trust – Zambia (Tim and Gemma Mills)
700
Zambia Arise
700
Open Doors
200
Masterbuilders Trust (Richard Chamberlain – India)
700
Malawi – Birmingham Diocesan project400
2,700
Relief and development agencies
Send a Cow
200
TEAR Fund
200
400
Home missions and other church organizations
Darlington Area Churches’ Youth Ministry
(Martin & Melanie Stand)
300
Youth for Christ (Bethan Lawler)
300
(Josh Deeks)
300
(Tom Spicer)
300
Quinton Youth for Christ
1,500
Barnabas Trust
200
Christians Against Poverty
250
St Basil’s
-
107
Haven Community Trust
500
The Feast
300
Birmingham City Mission
300
.
4,250
107
Moat Meadow Marvels
200
-
Total support for other charities in year
7,550
107
Total Funds
2020
2019
£
£
700
700
200
700
400
2,700
2,650
200
200
400
550
300
300
300
300
1,500
200
250
107
500
300
300
4,357
4,830
200
200
7,657
8,230
In addition, the PCC transferred £250 each to the Boys Brigade
year
(£200 each in 2019).
Total for the year: from PCC
8,050

from Special collections and earmarked gifts-
and the Girls Brigade during the
-
8,050
8,000
107
107
630

Page 10

PAROCHIAL CHURCH COUNCIL OF ST BONIFACE, Quinton Road West, Birmingham

NOTES TO THE FINANCIAL STATEMENTS for the year ended 31 December 2020 (cont.)

7. Associated organisations

In order to comply with Charity Law and the Church Accounting Regulations, the PCC’s financial statements on previous pages include the total income and expenditure figures for organizations which are legally considered to be the responsibility of the PCC, but who manage their own finances in practice (see also Note 1). The following is a summary of the accounts of the associated organizations concerned for the year to 31 December 2020:

Boys

Brigade
£

Income
Subscriptions and session fees
924

Outdoor events, camps
468

Uniform, training, etc
-

Tuck shop and refreshments
-

Donations and collections
-

Fund-raising
-

Grant – National Christian Education -
1,392
Expenditure
Outdoor events, camps, etc
314

Uniform
-

Tuck shop, refreshments, activities
13

Fund-raising outlays
-

Fees to parent organizations, etc 786

Competition and training fees
-

Supplies, badges and sundry costs230

1,343
Transfer: PCC
(250)
Light & heat, repairs
-

Photocopier
-

Minibus fund
7

Professional charges
-
1,100
Surplus/(deficit) for the year 292
Balances at 1 January 2020
2,131
Balances at 31 December 20202,423
Represented by:
Cash and bank balances
2,143

Debtors and prepayments
280

Less: Creditors
-
Due from/(to)PCC
-

Net assets
**2,423 **
Girls Brigades
Brigade joint camp
£
£

459 -

212 -

20 -

- -

38 69

-
-

- -

729 69

289 (125)

-
-

-
-

-
-

998 -
20 -

88 -
1,395 (125)
(250)

- -

-
-

- -

50 -

1,195 (125)
(466) 194
1,917 6,333
1,4516,527

1,451 6,227

-
300
- -
- -
1,4516,527
Teddies

£
124
-
-
-
-
-
-
124
-
-
-
-

-
-
-
-

-
-

-
-
-
-
124
1,075
1,199
1,199
-

-
-
1,199












Total debtors and creditors exclude amounts owed by one organization to another.

Page 11

PAROCHIAL CHURCH COUNCIL OF ST BONIFACE, Quinton Road West, Birmingham NOTES TO THE FINANCIAL STATEMENTS for the year ended 31 December 2020 (cont)

8. Grants received

Restoration Fund
Enovert
Congregational & General Charitable Trust
Gladiator Trust
CB & HH Taylor 1984 Trust
Garfield Weston Foundation
The Rowlands Trust
All Churches Trust
The Cross Trust
Total
COVID-19 Mission
Birmingham Voluntary Services
Birmingham Voluntary Aid
Total
25,000
15,000
5,000
500
7,500
2,000
7,000
5,000
67,000
750
1,132
1,882

The church is deeply grateful for the above grants, which are vital in enabling the work to continue and develop.

9. Staff costs

The total expenditure of wages and salaries was £4,576 (£12,009 2019) with social security payments of £Nil (2019 – £Nil). The average number of employees during the year was 1 (2019 - 2).

The Secretarial role was furloughed in November 2020, The Government will be paying 80% of the wage with the church meeting the other £20% so far £559 in salary has been met by the Government.

10. Reserves Policy

The following policy was formally adopted at the PCC meeting on 7 December 2000 in respect of the unrestricted General Fund:

The PCC seeks to further the work of the church by using promptly all monies received. However, it also aims to hold a minimum level of reserves to fund its working capital, and to cover both fluctuations in incoming resources and any urgent unforeseen expenditure without needing to curtail its normal activities in the short term. It may from time to time increase its reserves temporarily in order to accumulate the money needed for planned abnormal expenditure envisaged within the following five years. All such reserves are held as Income Funds, to which each year’s surplus or deficit is added.

11. Commitments

Work has been done to address leaking roofs by sealing the gutters and replacing some of the upstands. Further work on the upstands is needed. The Silver Birch tree at the rear of the church has been felled A quinquennial inspection was completed during November 2020. Work to encapsulate the asbestos in the church, together with a new lighting system and replacement of glass in the windows, was done in 2020. Further work to paint fascia boards and soffits, replace gutter soffits and paint rainwater pipes is planned. All the plans for the refurbishment to encapsulate the asbestos in the roof of the main church building has been completed. Further fundraising is required for the completion of the works planned for the corridor.

Page 12