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2020-12-31-accounts

T R U S T E E S R E P O R T & A C C O U N T S S T P E T E R ’ S C H U R C H 31 S T D E C 2 0 2 0

Administrative Overview
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Administrative Details of the Charity
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Trustees
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Structure Governance & Management
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Appointment of PCC Members
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Organisation of the PCC
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Objectives and Activities
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Reports
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Rector’s Report
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The Choir
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Pastoral Care Team (PCT)
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Youth
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Bellringers
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Mothers’ Union, Filton Branch
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Ladies’ Group
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Rosary Group
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Christian Aid
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Uniformed Organisations
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Deanery Synod
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Online Presence
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Coffee Shop
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Tea With The Vicar
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Brabazon Belles
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Other Groups
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Annual Financial Report
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A D M I N I S T R A T I V E O V E R V I E W

As charity trustees, the Parochial Church Council (PCC) of St Peter’s Church Filton has pleasure in presenting the annual report and accounts for the year ending 31st December 2020. This report has been prepared in accordance with the Statement of Recommended Practice (SORP) 2005.

A D M I N I S T R A T I V E D E T A I L S O F T H E C H A R I T Y

T R U S T E E S

The Revd Elizabeth L A Gregory (Chair) Linda Keeble (Secretary)
Claire Eade (Treasurer) John Chapman (Church Warden)
Thomas Moller (Church Warden) Amy Atkinson (Deputy Church Warden)
Lindon Wooster (Church Warden Emeritus) Louise Lyddon (Deanery Synod)
Jenny Connor (Deanery Synod) Linda Rawlings
Anne Duke Jenny Connor
Alison Chapman Faith Tutton
Christ Leslie Tom Leslie
Janet Moller

S T R U C T U R E G O V E R N A N C E & M A N A G E M E N T

Management of the parish is performed by the Rector with the assistance of a number of parishioners who form the Parochial Church Council (PCC). All governance, management, procedures and policies are maintained in accordance with the standard Church of England practice.

A P P O I N T M E N T O F P C C M E M B E R S

PCC members are elected for a term of three years at the Annual Parochial Church Meeting. Candidates for election must be members of the church who following a conversation with the Rector and/or PCC Secretary (regarding the roles and responsibilities of such a position) have been duly proposed and seconded by members of the church, who are themselves registered on the electoral role.

At the end of three years, PCC members may choose to be re-elected for a further term of three years, after which they must step down. PCC members who have served for six years are not eligible for reelection for a period of not less than 12 months. The Rector is a permanent member of the PCC. The PCC Secretary and Treasurer are elected by the PCC. Members of the congregation who have been elected to represent St Peter’s at the Deanery Synod are also members of the PCC.

O R G A N I S A T I O N O F T H E P C C

The Rector takes the role of PCC Chairperson and a minimum of four full meetings is held each year.

In addition to the full PCC there are a number of sub-committees with the objective of making recommendations on specific aspects of church life. These sub-committees are made up from members of the PCC, meet as required, and are:

O B J E C T I V E S A N D A C T I V I T I E S

Our mission is to serve God in the community of Filton by proclaiming the Christian faith in Filton and to worship God: the Father, Son and Holy Spirit. We aim to draw all people to the love and fellowship of the Christian faith by teaching, sustaining and nurturing the worshipping community, and by outreaching beyond the parish into the wider world. The factors we consider critical to the success of the strategy are: prayer; worship for all stages of spiritual development; pastoral care; nurturing vocations and encouraging lay ministry, being the spiritual hub of the community; using publicity and providing an organisational structure which will support these aims; and managing our resources effectively.

Within the context of daily life of the parish, personal prayer is heavily emphasised and this is enhanced by: regular teaching and practice; prayer and meditation; recitation of Daily Offices by the clergy, open to all; and additional reflective worship during Advent & Lent, all of which enhances our spiritual journey .

Our worship is based on the Eucharist in which all are called to participate. We try to be liturgically innovative and spiritually challenging. We aim at musical excellence and try to involve our young people in worship as much as possible. In addition, in recent years we have identified particular times when a special service is appropriate, for example: Bereavement services; St. Francis’ Day; Christingle Service; Animal Blessing Service; Washing of Feet Service. In addition to the traditional Common Worship services, we also provide a range of more meditative and contemplative services such as Taizé, Healing, Benedicition and seasonally appropriate alternatives.

Pastoral care is a commitment shared by all members of the Christian community. The Rector is assisted in this by the Pastoral Care Team, made up of trained volunteers. Much visiting is done within the community, especially at times of crisis or special need.

The church aims to be the Spiritual Hub of the Community. We are actively involved in touching the lives of people of all ages and conditions in life, both in religious and non religious contexts. We do not seek to place barriers in people’s way, aim to be accessible and approachable to all and hope to encourage people to undertake their own spiritual journey.

The church is carefully organised and run by its PCC with day to day control in the hands of the Standing Committee. There are many aspects of church life that this report emphasises, and we publish our work through the weekly pew sheets, our web site, our social media presence, and through the wider press.

It is the parish’s policy to prioritise our payment of parish share, to maintain the church structures in as best a state of repair as we can, to further our presence in the Community to support external charities as need directs, and to make a commitment to the work of the Children’s Society and Christian Aid.

Reality of Strategy to date: This strategy has resulted in St Peter’s Church enjoying a strong congregation with well-nourished souls. Our Lord calls us to be planters and sowers, not merely gatherers, and this process takes time.

R E P O R T S

R E C T O R ’ S R E P O R T

The Revd Elizabeth L A Gregory

2020 was without doubt the most challenging year the church has faced, probably since the second world war. The emergence of the Covid19 pandemic, saw the church closed for the majority of the year, and when opened was only done so with numerous restrictions in place.

being made in line with our Vision Plan. However on the 23rd March church as we knew it stopped, and as Bishop Viv stated, it began to be irrevocably changed by this new ‘Pandemic era’ in which we find ourselves and which will continue for some time to come. For the first time in living memory, even priests were not able to enter their churches. In person worship ceased in accordance with the law and all church activities stopped with immediate effect.

Despite the sudden emergence of the virus and the almost immediate closure of churches, we as a church adapted in a creative and wonderful way to the challenges ahead. Necessary risk assessments, policies and procedures were constructed, implemented and continually updated to ensure we were acting in accordance with Government restrictions at the same time as meeting our legal obligations. As you will see from this APCM Report and the additional document ( The Covid19 Pandemic & St Peter’s Church: A Review ) whilst we faced severe limitations, worship was taken online and made accessible for those without the internet through the telephone line, fellowship groups were created, deepening faith courses were run, telephone chains were established and individual church groups took responsibility for keeping in touch with and trying to ensure people were supported.

St Peters has always had a great sense of fellowship, and the only way this has been able to continue has been by us all working together as individuals, living out our Christian calling. This task would have been impossible, with me acting alone, but between each and every member of the church community, we have sought to do as much as we possibly could within the extremely difficult circumstances. My heartfelt thanks goes to each and every one of you, for the spirit of friendship, support and love that you have offered one another throughout this time.

years to recover from. Having said that I am extremely grateful for the continued financial support people have given, especially at such difficult times.

trauma that has been experienced and on what we have not been able to do, but I feel to do so would not do justice to the faith that we hold and the hope that we share in Jesus Christ. As always amidst suffering, God’s love can be found and that has certainly been the case over 2020.

Through the medium of the internet, our church family has grown, our reach within the community has vastly improved and we have found new and creative ways of being church, in response to a world that is ever changing and needs the good news of the gospel now more than ever. In addition to this, it has been a privilege to have been invited to join the BBC Radio Bristol Thought for the Day team, something which now continues monthly and which I see as a welcome opportunity to reach even more people in Filton and the surrounding areas.

I want to thank you all for your support throughout the year. We could not have done all the things that we have done without your help and support. These have been extraordinary circumstances and we responded as well as we could. The grace and understanding with which this has been met has been greatly appreciated as I and the PCC have tried to navigate this unknown path in the best way we could. The decisions we have had to take have not been easy. We have, and will continue to act with the main objective of keeping you all as safe as is possible, whilst trying to minister to the changing needs of the community.

We will all have been irrevocably changed by the pandemic, and will need to treat one another with understanding, respect and compassion as the world once again opens up. I have no doubt that we will do this, and that we will be able to find our way out of lockdown, holding on to the blessings of the year and reinstating that which enables us to minister and make known God’s love in the best way possible.

With love and prayers, Revd Lizzie

T H E C H O I R

Viv Wilkinson, Musical Director

Suddenly having to stop on Ash Wednesday 2020 was a shock to us all, but thanks to modern technology we have managed to rise and shine in a new and accessible way.

Music cannot be silenced as it is within our very being - like the beating of our hearts. When we cannot sing aloud, collectively, we find other means to continue music worship. Singing songs of praise, hymns and psalms, sends our prayers doubly through word and music.

spirits, witnesses and much more. ‘Singing has such a unique way of bringing your heart, soul, mind, and strength together to focus entirely and completely on God.’

In May, organists were permitted to enter churches to maintain their instruments and avoid them falling into expensive disrepair. I took this opportunity to begin recording hymns, sending this out to the choir, and whoever could manage sent me back a recording of their part. Then, through several music software programmes I reassembled them into a complete hymn to be used in the Sunday services.

In October, in smaller numbers, we were allowed to rehearse, and sing in church with all the necessary precautions. We managed four rehearsals and three church services before Covid once again made it necessary to stop. Then we went back to online recording. We also made a few videos and a CD.

During this time we have made sure to keep in touch with those without internet by phone and garden gate visits.

The RSCM has provided major services online for us to rehearse and take part in. These were duplicated and recorded copies made and delivered to those without internet access.

Autumn Leaves sing-a-long has not been able to continue, but will resume when it is again possible.

P A S T O R A L C A R E T E A M ( P C T )

Louise Lyddon

We are a small group of church members who work on behalf of Revd Lizzie and the church. We visit church members and care homes for a chat or to give communion. We call and chat to members on the phone, or we email members to see how they are. During lockdown we have also phoned members who do not have computers so to keep in touch and inform them what is happening at St Peter’s.

YO U T H

It was very sad to say goodbye to our Youth Worker, Debs Williams due to new work commitments this year. Debs had been with us for over 10 years and had done a wonderful job with our young people over the years.

Debs was due to leave the week the country went into lockdown and so we were unable to say a proper goodbye. For the entirety of the first lockdown, Revd Lizzie ran 3 groups for children per week online. These included Tiny Tots, Tuesday Club (in place of Sunday Club) and Youth of God. These were very well received and reached children throughout the community, and from further afield.

Creative ways of engaging the children in worship were sustained throughout these groups, and additional family events were put on. Our Easter Scavenger hunt reached over 2’500 people, and our Christingle Trail reached over 3000 people, with the service online reaching over 500 people.

Youth of God has continued through the entirety of the year, and provides a much needed monthly space for our young adults to have a safe space to discuss issues concerning them, find some light relief, and enjoy one another company.

Towards the end of 2020 the advert for a replacement Youth Worker was advertised but drew no applicants. This will be taken forward again next year.

B E L L R I N G E R S

David Haslum, Tower Captain

The bells have been checked and appear to be in good order. Due to Covid restrictions, only three members of the same family have rung the bells for the 10am Sunday Eucharist when the church has been open. A recording of the 6 bells is played before the service. Since the last report, the tower has been repointed and the Church clock serviced.

M O T H E R S ’ U N I O N , F I L T O N B R A N C H

Rachel Williamson, Branch Leader

St Peter’s Filton branch of Mothers’ Union continues to be part of the Bristol West Deanery of the Diocese. We started the year with full enthusiasm to deliver a varied programme that supported the theme for the year. However, with the hasty emergence of the worldwide pandemic of Covid19, we were quickly placed in lockdown. This saw all meetings halted.

As a committee we divided responsibilities amongst ourselves to maintain contact and support with our members by phone, text or email. As lockdown lifted we were able to meet once in August for a coffee morning on the Rectory lawn which was a great comfort, bringing joy and excitement to us all.

The second lockdown came very quickly and again we maintained remote contact. We also have out a gift of hope to all our members which was some bulbs to plant in the compost and pot given. During this time we have also been establishing Zoom links with our members, and also joining in prayer and

We have maintain a mix of full members and indoor members totalling 24. We continue to look to the future to a time when lockdown lifts and we can meet again. We are hopeful as we move forward to have more times of fellowship with the Horfield Branch.

We are all living with hope. We are all living with prayer. Many thanks to those involved who made the stresses and anxieties easier to bear.

L A D I E S ’ G R O U P

Jennifer Deeks

We currently have members from within the church community and also the wider community, and at the start of the year were glad to welcome new and returning members, friends and visitors to our meetings. The meetings were, of course, curtailed by the Covid-19 pandemic.

Before that we enjoyed the friendship and support of the group as a whole in the meetings we did hold. These included a speaker from BUST, the Breast Cancer Unit Support Trust, which is our current charity; an interesting talk “Behind the curtain at the Bristol Hippodrome” and our annual meal out which was once again voted a success.

Once we were no longer able to meet in the church hall, we have kept in touch by phone and, when allowed by the rules and the weather, we have met in gardens of members for coffee, cake and conversation. There were also socially distanced doorstep meetings and walks to keep in touch.

Plans for 2021 are in abeyance, but the phone calls continue, and garden meetings should restart soon.

R O S A R Y G R O U P

Linda Rawlings

Our small group have been unable to meet in person over the past year. We have continued with our personal devotions in our homes. We are looking forward to meeting and praying together, once the restrictions are lifted.

C H R I S T I A N A I D

Melanie Reed

No collections were taken in 2020 due to Covid restrictions. We had planned to hold a couple of fundraising coffee mornings last summer but these couldn’t go ahead either. Christian Aid week in May was of course advertised nationally so that there was an opportunity to donate online. Sadly the local Christian Aid office in Stoke Gifford has had to close since, due to the events of the past year, they have had to streamline the organisation.

U N I F O R M E D O R G A N I S A T I O N S

Deb Wilkey

Well, who would have thought that we would be holding our unit meetings via Zoom for the last twelve months! we have, and surprisingly we have achieved a lot.

Brownies were supposed to be going on a pack holiday, which was cancelled, so we did a virtual pack holiday with a Harry Potter theme. They dressed up, make wands, did magic spells, two acts of kindness, cooked a family dinner and washed up. They made tents, either inside or outside, and we made smores, had a campfire and sang camp songs. We worked on an Aviation badge where we made rockets and looked at different things that could fly.

We have done a Jobs badge where we had a visit from a local vet and the Filton police, and the brownies did job adverts and told us what they would like to do when they grow up. We had a dancing challenge and a Disco Dance lady join us and teach us some moves!

Rainbows and Brownies worked on the Beautiful Cities Challenge badge. They visited Paris where they did a bin bag fashion show, a visit to London where we designed our own London bus and sang the national anthem. Then off to Vienna where we made flags. In Rome we made pasta pictures and they made a pizza of their choice. In Budapest we decorated cakes with a tulip theme, and in Prague we make a robot out of recycled materials and had a bridge quiz.

stood on our doorsteps in our uniforms to observe the two-minute silence.

skills; a 7-year old Brownie did 7 different stretches, and an 8-year old Brownie wrote Children In Need in 8 different languages!

For Christmas we did The Greatest Showman activity badge, making melted snowmen biscuits, snowflakes, a Santa and a snowman. We had a Christmas party with games and dancing and had a visit from one of Santa’s elves.

Guides and Rangers have also been very busy. We did have one socially distanced meeting last July at the park to see the Guides and present all the badges they had achieved.

dance and laughing yoga to help the girls with the emotional strain of lockdown; a beauty therapy night for the Rangers; and a pet show for the Guides complete with dogs, cats, chickens and goats!

We held a virtual camp where the girls made dens or slept in tents. We also attended the County Virtual Camp and joined over 200 other members from the County for a weekend of activities.

Along with the Guide programme, completing work towards their awards, we are also completing the Amey engineering challenge. Many have completed their Mixology, Confectioner and Photography badges. We have eve n enrolled girls on Zoom.

Escape rooms have been challenging and good for teamwork. The Guides have taken it in turns to present a quiz each week.

The Guide Unit was 65 years old in 2020, and we had planned a party, so we celebrated by sending out challenges to compete instead.

All our Uniformed Organisations joined together for a VE day celebration, and regional virtual World Thinking Day weekend with over 6,000 members. We also did a St Peter’s Thinking Day event where we played games, made sombrero hats, decorated friendship sticks and made friendship bracelets.

As you can see, we have had a lot of fun despite the lockdown, but we are all looking forward to seeing each other face to face once more.

D E A N E R Y S Y N O D

Louise Lyddon

St Peter’s representatives at the Deanery Synod are John Chapman, Jenny Connor, Louise Lyddon and Lindon Wooster.

Our February meeting was about the challenge of our times and to declare a Climate and Ecological Emergency. We also discussed the Christian response to the climate crisis.

and how things might change in the future. She also asked these questions:

During our September meeting, Archdeacon Neil Warwick thanked Rod Symons, Area Dean, for his service over the last six years.

The November meeting focused on how churches were preparing for Advent and Christmas during lockdown. We discussed Transforming Churches Together, and we talked about the upcoming announcement of the new Area Dean, due to be announced in January 2021.

O N L I N E P R E S E N C E

Faith Tutton, Parish Administrator

In a year when so much has had to be carried out online, it was decided useful to analyse our reach in the virtual world. Our online presence over the past year has been measured using three factors: our Google trends; our website traffic; and our Facebook presence.

gone down considerably (84 in December 2019 compared with 28 in December 2020). The amount of visitors to our website has stayed roughly the same, averaging around 115 per month.

In 2020, the total unique visitors to our website was just over 2,000, roughly the same as it had been in 2019, however our site sessions increased by 15% to 4,487. The majority of visitors to the website came directly, followed by the number of those who had found it via Google. However, there has been a large increase in visitors who have come to the site via our Facebook page; almost double from the previous year. Our website traffic peaked in April and November 2020, which ties in, unsurprisingly, with the two lockdowns last year.

average amount of people who reacted to any of our posts was negligible - around 3 or 4, with a small peak in February to 7. By March, during the first lockdown, these reactions had climbed to an average of 69, and in April (Easter), they hit 234 per post. They stayed at an average of around 40 reactions per post for the remainder of the year until Remembrance Sunday and Christmas, when they spiked again - the second lockdown. This period of 6 weeks also saw the greatest number of people clicking on the link to our website. Our page followers increased from 357 in January to 511 in December. Our main visitors came directly to the home page, but from March onwards, there was also a small proportion of visitors coming via the St Peter’s website. Looking at the trends, it is obvious that our Facebook interactions have grown hugely since we started to stream our services.

Taking an overview of the year by streaming worship online, services on average reached approximately 6’000 people per month. In general, our Facebook posts reached an average of 10’000 people per month, peaking in April 2020 with 27’797 and worship reaching 19’285 in that month alone. The number of people that interacted with worship by either liking, watching or commenting averaged just under 2000 people per month. This has shown itself to be a wonderful resource for mission and evangelism, and has remained so through and in-between lockdowns. It shows that the streamed services have been very well received.

C O F F E E S H O P

lost her battle with Pancreatic Cancer. Before she died, Angela helped with the appointment of our New Manager and provided funds for a years employment.

shut due to the Pandemic. Unfortunately the Coffee Shop has not been able to open since, as plans being put in place for an October opening, were scuppered by the second lockdown.

open. It is hoped that with the easing of lockdown in May 2021, we can re-open and get back to being a hub of the community once again.

T E A W I T H T H E V I C A R

The Revd Elizabeth L A Gregory

opportunity for people to get together on line (and via the phoneline)to chat over a virtual cup of tea (or coffee!). It was set up to help people stay connected with one another, but has continued and is a lovely way of joining together in fellowship.

B R A B A Z O N B E L L E S

Only two meetings were able to take place this year, both of which were well attended by women in the local community.

O T H E R G R O U P S

Time to Grieve, Games Group, Open House, Knitting Group, St Peter’s in the Pub: Due to the Pandemic, these have not been held. Much needed contact has still been maintained between the members of the group which is greatly appreciated.

A N N U A L F I N A N C I A L R E P O R T

Please see additional document ‘Accounts 2020’

Parochial Church Council of St Peter’s Church, Filton – Registered Charity 1131957 Annual Report 2020

Parochial Church Council of St Peter’s, Filton Annual Financial Report 2020

Approved by the Parochial Church Council on Tuesday, 20th April 2021 and signed on its behalf by the Reverend Elizabeth Gregory (PCC Chairperson)

The Covid-19 Pandemic has had a significant impact on St Peter’s income during 2020. Reserves have been reduced as income has decreased and the PCC has reduced expenditure where possible to compensate; we envisage it will take around three years to rebuild reserves in the current climate. More can be read on this matter in the Rector’s COVID19 Report.

We bring to your attention that the Church Hall fundraising activity has been brought under PCC control during 2020 and both income and expenditure is included as a Designated fund.

Statement of Financial Activities for the year ended 31[st] December 2020

Incoming resources
Voluntary income:
Planned giving
Collections, donations & other giving
Income tax recovered
Legacies
Activities for generating funds
Magazine/Bookstall sales/Hall Lettings etc
Income from other Properties
Annual Fete/events
Investment income:
Interest & dividends
Income from charitable activities:
Parochial fees
Other incoming resources:
Insurance claims
Gain on disposal of fixed assets
Loans received
Other
Notes		 General fund
£		 Designated
fund
£		 Restricted
fund
£		 2020
£		 2019
£
40,630 - - 40,630 51,660
3,894 223 16,500 20,617 10,631
8,836 - - 8,836 20,201
- 1,000 - 1,000 36,577
19 4,202 - 4,221 173
- - - - -
3,305 13 - 3,318 5,036
75 - - 75 133
2,307 - - 2,307 1,811
- - - - -
- - - - -
- - - - -
2,846 - - 2,846 14,757
Total incoming resources 61,912
5,438
16,500
83,850
140,979

Other income includes the coffee shop.

Parochial Church Council of St Peter’s Church, Filton – Registered Charity 1131957 Annual Report 2020

Resources expended
Charitable activities:
Donations/Grants to charities
Mission & Evangelism
Parish Share
Clergy expenses
Church running expenses
Churchyard maintenance
Cost of raising funds
Running costs:
Support costs
Administration costs (inc. staff costs)
Other
Governance costs
Major expenditure
Repairs to church buildings
Repairs to other property
Capital purchases/additions
Loan repayments
(200) - - (200) (2,200)
(59) - - (59) (1,050)
(48,000) - - (48,000) (66,000)
(710) - - (710) (2,139)
(6,710) (298) (1,661) (8,669) (11,419)
(630) - - (630) (1,110)
(914) (5,024) - (5,938) (2,848)
(60) - - (60) (1,075)
(14,805) - (170) (14,975) (18,509)
(4,156) - - (4,156) (4,912)
- - - - -
- - (13,690) (13,690) (1,209)
- - - - -
- - - - -
- - - - -
Total resources expended (76,244)
(5,322)
(15,521)
(97,087)
(112,471)
Net (outgoing)/ incoming resources (14,333)
116
979
(13,238)
28,508
Transfers between funds 118 37 (155) 0 -
Net incoming/(outgoing) resources before gains
Gains on investment assets		 (14,214) 153 824 (13,238) 28,508
- - - - -
Net movement in funds
Funds brought forward at 1 Jan 2020		 (14,214) 153 824 (13,238) 28,508
12,410 34,303 25,729 72,442 43,934
Funds carried forward at 31 Dec 2020 (1,804) 34,456 26,553 59,205 72,442

The notes on pages F3 through F12 form part of these accounts.

Parochial Church Council of St Peter’s Church, Filton – Registered Charity 1131957 Annual Report 2020

St Peter's Church Filton Balance Sheet as at 31st December 2020

2020 2019
Assets £ £ £ £
Fixed Assets 0 0
Current assets
Bank Current Account 27,331 49,015
Church Hall Bank Account 8,290 9,112
Central Board of Finance Deposit Acccount 17,845 17,769
Cash in Hand 5,739 0
59,205 75,897
Total Assets 59,205 75,897
Liabilities
Creditors - amounts falling due within one year 0 -3,455
Net Current Assets/(Liabilities) 59,205 72,442
Total Net Assets 59,205 72,442
Parish Funds
Current Account Funds
Accumulated General Balance (9,020) 5,269
Designated Funds
Fabric Fund Designated 383 355
Choir Fund 0 280
Legacies & Donations 25,782 24,560
26,166 25,195
Restricted Funds
Other Restricted 6,739 11,151
Other Restricted - Appeals 0 90
Other Restricted - Legacies & Donatio 5,330 0
Pew Cushion Fund 3,855 3,855
15,924 15,096
Total Current Account Funds 33,070 45,560
Central Board of Finance Funds (CBF)
Designated Funds
General Reserves Fund 7,216 7,140
General Fund 0 0
7,216 7,140
Restricted Funds
Other Restricted Funds 0 0
Building Fund (Ex Vestry Roof) 6,000 6,000
Legacies Fund 4,629 4,629
10,629 10,629
Total CBF Funds 17,845 17,769
Other Accounts
Church Hall 8,290 9,112
Total Parish Funds 59,205 72,442

Parochial Church Council of St Peter’s Church, Filton – Registered Charity 1131957 Annual Report 2020

St Peter’s Church, Filton - Notes to the financial statements For the year ended 31[st] December 2020

1. Accounting Policies

General

The financial statements have been prepared in accordance with the Church Accounting Regulations 2006 together with applicable accounting standards and the SORP 2005.

The financial statements include all transactions, assets and liabilities for which the PCC is responsible in law. They do not include the accounts of church groups that owe their main affiliation to another body, nor those that are informal gatherings of church members.

Funds

Endowment Funds are funds, the capital of which must be maintained; only income arising from investment of the endowment may be used either as restricted or unrestricted funds depending upon the purpose for which the endowment was established.

St Peter’s does not have any funds of this type.

Restricted Funds represent:

The funds may only be expended on the specific object for which they were given. Any balance remaining unspent at the end of each year must be carried forward as a balance on that fund.

Within St Peter’s restricted funds usually relate to specific objects such as our lent box appeal or other specific charitable objects.

The PCC does not usually invest separately for each fund.

Designated Funds are funds which have been designated by the PCC for a specific purpose. These can be transferred to Restricted or Unrestricted funds with the agreement of the PCC.

Unrestricted Funds are general funds which can be used for PCC ordinary purposes.

Incoming Resources

Planned giving, collections and donations are recognized when received.

In some charitable organizations it is common practice to accrue anticipated amounts such as this as soon as they are believed to be legally entitled, however we have had past instances where expectations have not been met and as the occurrence of such sums is very infrequent we have decided to account for them only on receipt.

Any other income is accounted for when it is receivable.

All incoming resources are accounted for gross.

Parochial Church Council of St Peter’s Church, Filton – Registered Charity 1131957 Annual Report 2020

Resources Expended

Grants and donations are accounted for when the decision is agreed by the PCC.

The diocesan parish share is by far the largest single item of expenditure within St Peter’s.

Amounts received for mission or specific objects, such as the annual lent box appeal, are dealt with as restricted funds.

All other expenditure is generally recognized when it is incurred and is accounted for gross.

Fixed Assets

Consecrated and benefice property is not included in the accounts in accordance with s.96(2)(a) of the Charities Act 1993.

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). For anything acquired prior to the year 2000 there is insufficient cost information available and therefore such assets are not valued in the financial statements. Subsequently no individual item has cost more than £1,000 so all such expenditure has been written off when incurred.

Equipment used within the church premises is depreciated on a straight-line basis whenever appropriate. Individual items of equipment with a purchase price of £500 or less are written off when the asset is acquired.

Reserves Policy

At the end of 2008 we proposed a new reserves policy. While this new policy reduced the level of reserve we were accustomed to holding, it was based on Church-of-England guidance and assumptions about the profile of our ongoing expenditure. This new reserves policy has the potential to free up funds for mission work within both the parish and the diocese. The policy is based upon the following:

  1. Money should only be kept in reserve for specific reasons. Whilst the Bible clearly indicates that we should not hoard it is also clear that sensible planning for known events and responsibility for others is important.

  2. It would therefore be prudent to keep two to three months running costs in reserve. For St Peter’s this is approximately £7,000-£10,000 (excluding Parish Share).

  3. It is also prudent to have funds in reserve to cover future building work, especially in the case of emergency repairs. Consequently, at the end of 2008 we split the remaining General Reserve fund into two elements; a General Reserve and a Building Fund.

  4. The level of reserve held is reviewed annually

Year End Reserves Status

  1. The Building Fund stands at £6,000.

  2. F5 -

Parochial Church Council of St Peter’s Church, Filton – Registered Charity 1131957 Annual Report 2020

  1. The General Reserve stands at £7,216 as we now divert interest received within the CBF account into general use.

  2. Our Legacy Fund in the CBF is currently £4,629.

Incoming Resources

Incoming resources
Voluntary income:
Planned giving
Collections, donations & other giving
Income tax recovered
Legacies
Activities for generating funds
Magazine/Bookstall sales/Hall Lettings etc
Income from other Properties
Annual Fete/events
Investment income:
Interest & dividends
Income from charitable activities:
Parochial fees
Other incoming resources:
Insurance claims
Gain on disposal of fixed assets
Loans received
Other
Notes		 General fund
£		 Designated
fund
£		 Restricted
fund
£		 2020
£		 2019
£
40,630 - - 40,630 51,660
3,894 223 16,500 20,617 10,631
8,836 - - 8,836 20,201
- 1,000 - 1,000 36,577
19 4,202 - 4,221 173
- - - - -
3,305 13 - 3,318 5,036
75 - - 75 133
2,307 - - 2,307 1,811
- - - - -
- - - - -
- - - - -
2,846 - - 2,846 14,757
Total incoming resources 61,912
5,438
16,500
83,850
140,979

2a Voluntary Income

2b Activities for Generating Funds

Parochial Church Council of St Peter’s Church, Filton – Registered Charity 1131957 Annual Report 2020

2c Income from Investments

The only investment monies held by St Peter’s PCC are those deposited in either the current account or the CBF Church of England Funds (CBF).

Due to the current financial climate, income from investments amounted to only £75 in 2020.

St Peter’s does not possess an investment portfolio. The monies we use to run the parish and make our contributions to the diocese in the form of Parish Share are almost totally derived from parishioner giving.

2d Church Activities

Resources Expended

Parochial Church Council of St Peter’s Church, Filton – Registered Charity 1131957 Annual Report 2020

Resources expended
Charitable activities:
Donations/Grants to charities
Mission & Evangelism
Parish Share
Clergy expenses
Church running expenses
Churchyard maintenance
Cost of raising funds
Running costs:
Support costs
Administration costs (inc. staff costs)
Other
Governance costs
Major expenditure
Repairs to church buildings
Repairs to other property
Capital purchases/additions
Loan repayments
(200) - - (200) (2,200)
(59) - - (59) (1,050)
(48,000) - - (48,000) (66,000)
(710) - - (710) (2,139)
(6,710) (298) (1,661) (8,669) (11,419)
(630) - - (630) (1,110)
(914) (5,024) - (5,938) (2,848)
(60) - - (60) (1,075)
(14,805) - (170) (14,975) (18,509)
(4,156) - - (4,156) (4,912)
- - - - -
- - (13,690) (13,690) (1,209)
- - - - -
- - - - -
- - - - -
Total resources expended (76,244)
(5,322)
(15,521)
(97,087)
(112,471)

4. Staff Costs

Parochial Church Council of St Peter’s Church, Filton – Registered Charity 1131957 Annual Report 2020

St Peter’s PCC now employs an administrative assistant, parish secretary and pastoral assistant. Cleaner’s wages related to the Church Hall Account are shown separately in that account. Non clergy work carried out within the church is either done by professional trades people employed for the task or by volunteers. Throughout the year the church has enjoyed the services of an organist with an occasional stand in, and a part-time youth worker. None of these individuals are considered to be an employee of the church but rather as providers of a service.

4b Payments to PCC Members

Membership of the PCC is voluntary and members do not receive any payments in the normal course of events. However, members of the PCC along with others who incur out of pocket expenses relating to church activities, e.g. Sunday Club, ministry expenses, etc. receive reimbursements which are recorded in the management accounts.

5. Assets

5a Fixed assets

The church possesses no fixed assets which can be held to have any market or balance sheet value.

The church owns office and sound reproduction equipment including desks, chairs, a photocopier, radio microphones etc. All of this equipment has been written off on purchase and has no balance sheet value.

5b Investments

Current assets are primarily the funds deposited in the CBF and the COOP bank current account. The balances at 31[st] December are shown at the balance sheet on page F2. The opening and closing values of these funds can also be seen on the balance sheet.

As already stated, St Peter’s does not possess an investment portfolio as such, the monies we use to run the parish, pay our utility bills and make our contributions to the diocese in the form of Parish Share are almost totally derived from parishioner giving.

6. Debtors

The only debt of any significance outstanding to St Peter’s PCC is the current amount of income tax recoverable relating to donations made in the current tax year. It is important to note that these funds are not liquid until the payment is made by HM Revenue and Customs.

7. Liabilities

Current liabilities include amounts falling due within one year. Apart from ongoing payments for utilities, insurance St Peter’s currently has no major liabilities.

Parish Share

For 2020, the PCC committed to a figure of £67,320, of which has been paid in agreement with Bristol Diocese and is solely due to the income reduction during to the pandemic..

The share committed by the PCC for 2021 is £48,000. We do ask everyone to understand how vital Parish Share is to the mission and work of our parish, the diocese and the wider church. Parish Share provides the Diocese with an essential source for

Parochial Church Council of St Peter’s Church, Filton – Registered Charity 1131957 Annual Report 2020

the funds needed to employ and train clergy and to help other churches in the Diocese. Please consider this in your prayers regarding stewardship for 2021.

8. Funds

A summary of the Endowment, Restricted and Unrestricted funds is as shown below.

Account Name/Description
Closing
Unrestricted
Closing
Designated
Closing
Restricted
Total		 Account Name/Description
Closing
Unrestricted
Closing
Designated
Closing
Restricted
Total		 Account Name/Description
Closing
Unrestricted
Closing
Designated
Closing
Restricted
Total		 Account Name/Description
Closing
Unrestricted
Closing
Designated
Closing
Restricted
Total		 Account Name/Description
Closing
Unrestricted
Closing
Designated
Closing
Restricted
Total		 Account Name/Description
Closing
Unrestricted
Closing
Designated
Closing
Restricted
Total		 Account Name/Description
Closing
Unrestricted
Closing
Designated
Closing
Restricted
Total		 Account Name/Description
Closing
Unrestricted
Closing
Designated
Closing
Restricted
Total
(£1,804) £34,455 £26,553 £59,205
Filton Parochial Church Council (Cash) (£14,759) £26,166 £15,924 £27,331
CCLA (Cash) £7,216 - £10,629 £17,845
Cash Held (Cash) £5,739 - - £5,739
Church Hall Account (Cash) - £8,290 - £8,290

Refer to page F2 for further information.

Parochial Church Council of St Peter’s Church, Filton – Registered Charity 1131957 Annual Report 2020

Independent examiner’s report to the PCC of St Peter’s, Filton

This report on the financial statements of the PCC for the year ended 31[st] December 2020 which are set out on pages 1 and 2, is in respect of an examination carried out in accordance with the Church Accounting regulations 2006 (‘the Regulations’) and s.43 of the Charities Act 1992 (‘the Act’).

Respective responsibilities of the PCC and the examiner

As members of the PCC you are responsible for the preparation of the financial statements; you consider that the audit requirement of the Regulations and s.43(2) of the Act does not apply. It is my responsibility to issue this report on those financial statements in accordance with the terms of the Regulations.

Basis of this report

My examination was carried out in accordance with the General Directions given by the Charity Commission under s.43(7)(b) of the Act and to be found in the Church guidance, 2006 edition. That examination includes a review of the accounting records kept by the PCC and a comparison of the accounts with those records. It also includes considering any unusual items or disclosures in the financial statements and seeking explanations from you as trustees concerning any such matters. The procedures undertaken do not provide all of 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.

Independent examiner’s statement

In connection with my examination no matter has come to my attention:

  1. which gives me reasonable cause to believe that in any material respect the requirements

  2. a. to keep accounting records in accordance with section 41 of the Act; and b. to prepare financial statements, which accord with the accounting records and comply with the requirements of the Act and the Regulations have not been met; or

  3. to which, in my opinion, attention should be drawn in order to enable proper understanding of the accounts to be reached.

  4. F11 -