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2020-12-31-accounts

REGISTERED CHARITY NUMBER: 1132480

REPORT OF THE TRUSTEES AND UNAUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 DECEMBER 2020 FOR

THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF MELTON MOWBRAY

TC East Midlands Limited 99 Chapel Street Ibstock

LE67 6HF

THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF MELTON MOWBRAY

CONTENTS OF THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 DECEMBER 2020

Page
Report of the Trustees 1 to 5
Independent Examiner's Report 6
Statement of Financial Activities 7
Balance Sheet 8
Cash Flow Statement 9
Notes to the Financial Statements 10 to 20

THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF MELTON MOWBRAY

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 DECEMBER 2020

The trustees present their report with the financial statements of the charity for the year ended 31 December 2020. The trustees have adopted the provisions of Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2015).

OBJECTIVES AND ACTIVITIES

Aims and purposes

The ecclesiastical parish of Melton Mowbray’s Parochial Church Council (PCC) has the responsibility of cooperating with the Rector of the parish, Reverend Kevin Ashby, in promoting the whole mission locally of the Church of England in pastoral, evangelistic, social and ecumenical matters.

The PCC is also specifically responsible for the maintenance of five churches in the parish (Freeby is now maintained by the Churches Conservation Trust) and associated buildings, particularly the Samworth Centre and Thorpe Arnold Village Hall. It is also responsible for the maintenance of its ownership of 3 Church Terrace which is let and managed by Belvoir Lettings on behalf of St Mary's Church, Melton Mowbray.

Mission Statement

As a parish we are committed to:

Activities

The PCC has the responsibility of co-operating with the incumbents in promoting in the ecclesiastical parish the whole mission of the Church, pastoral, evangelistic, social and ecumenical.

ACHIEVEMENT AND PERFORMANCE

The PCC met six times during the year, plus the Annual Meeting.

A number of faculties were considered.

Mary’s Place Management Group, with manager Linda Abbott and Café Manager Carol Sloan, are continuing to work at increasing footfall, use of the rooms and café attendance.

St Mary, Melton Mowbray.

Many of the plans for the year were side-lined because of the Covid pandemic.

The Church was only open when the law allowed, and events such as the Christmas Tree Festival and monthly Saturday Morning at St Mary’s had to be cancelled.

Page 1

THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF MELTON MOWBRAY

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 DECEMBER 2020

ACHIEVEMENT AND PERFORMANCE (continued)

However, the “Contact Scheme” helped us to keep in touch with ad provide support for folk who were feeling isolated or were afraid or unable to go out.

Online services also helped to keep the “family of the church” together, as did the WhatsApp Group, with a prayer to begin and end the day and “conversation” in between.

The CIO and FEG group’s plans for the “New Build” (for choir, meetings and archive facilities) continued, and a number of pieces of liturgical furniture and furnishings (including vestments) appeared, funded by donations.

The proposed Autumn celebration of the 850th anniversary of the present building has been to deferred to its 851st year!

St Bartholomew, Welby.

The congregation at St Bartholomew’s Church is mainly elderly and the regular services were cancelled for eight months of 2020 following the covid 19 Pandemic lockdown. . During this time DCC Members kept in touch with the congregation to provide pastoral support and also visited the church building regularly to check on the safety.

Work was undertaken on the tower roof to carry out necessary repairs and to fit gutters and down pipes . In addition repairs had to be carried out on the Porch roof following the theft of lead flashings.

St James, Burton Lazars.

The Covid pandemic presented challenges which we tried to meet by forming a Church 'Whats app group' to keep the majority of the church in touch. Members of the DCC also took responsibility for praying for and phoning a group of members regularly. The Team Vicar sent out weekly services by email. The Pioneer Minister set up OIKOS groups which met bi-monthly on Zoom. Each group having a different focus, the Pioneer Minister with one group, initiated a Christmas event called 'Light up Lazars' which was adopted by most of the Village and looks as if it will be continued into future years."

St Mary The Virgin, Thorpe Arnold

Successful fund-raising and grant applications enabling a major project to replace the north and south aisle roofs with stainless steel (following lead thefts), renew and improve all of the gutters and down pipes, re-lay and improve the drainage. Also registration as a Fairtrade place of worship and the Bronze Eco-Church award.

The work carried out has meant that the church is no longer on the heritage at risk register. These major works were completed as the country went into lockdown and the church was closed. During 2020 the church members continued to support each other with phone calls and practical tasks such as shopping. Between lockdowns and when permissible the church was open for; private prayer, some outdoor services held and gradually simple said services were introduced.

St Leonard, Sysonby.

Due to Covid the Church building was “locked-down” all year.

St Mary, Freeby.

Due to Covid the Church building was “locked-down” all year, and no services took place in the URC Chapel.

Work continued on updating Church log-books, terriers, and registers.

The Covid pandemic prevented many of our regular face-to-face events taking place and also services were spasmodic, only taking place when allowed legally. However, regular Zoom Services and Reflective Worship ensured that those with the technology could access local worship when they wished. Some prerecorded services were also offered online.

Most weddings were deferred, though the number of funerals increased dramatically.

FINANCIAL REVIEW

Financial review

Total receipts on unrestricted funds were £231,334, of which £40,031 related to takings and lettings income at the Samworth Centre. Restricted funds receipts totalled £261,985 ,the largest of which (excluding the Burton Lazars and Thorpe Arnold Building Funds) related to St Mary's Melton Mowbray. The total income of the PCC was £493,319.

The net result for the year was a reduction in funds of £97,649, being a loss of £24,408 on general funds and a loss of £73,241 on restricted funds.

Page 2

Principal Sources of Funding

The ongoing principal source of funding for the parish is through encouraging use of the planned giving scheme and ensuring that gift aid is claimed on donations wherever possible. The giving is reviewed regularly with supporters encouraged to review their level of giving. The Parish Giving Scheme was introduced by Thorpe Arnold Church during the year.

Page 2

THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF MELTON MOWBRAY

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 DECEMBER 2020

FINANCIAL REVIEW (continued)

Investment policy and objectives

Within the parish, the main financial investments are held by St Mary's, Melton. It has a policy of investing most of its assets in products managed by the Central Board of Finance of the Church of England. This in turn has its own investment policy in terms of ethical investment, social policy, environmental issues and risk taking which therefore operates for St Mary's and the parish.

Reserves policy

The reserves policy is that the balances on the account are held to balance needs between years and to meet any unplanned demands.

The PCC funds rely on receiving regular contributions from the parish churches to meet its expenditure. The churches each have their own general funds which are to be used for that location.

STRUCTURE, GOVERNANCE AND MANAGEMENT

Governing document

The charity is controlled by its governing document, an approved governing document issued by the Church of England adopted 23 July 2008.

Members and committees

The method of appointment of PCC members is set out in the Church Representation Rules. All Church attendees are encouraged to register on the Electoral Roll and stand for election to the PCC.

Standing Committee:

This meets to prepare the agenda for the PCC and has power to transact the business of the PCC in emergencies between its meetings, subject to any directions given by the PCC. Membership consists of the PCC Chairman, Team Vicar, all Churchwardens, Treasurer and Secretary.

Treasurers Meeting:

This consists of the PCC Chairman and Treasurer, Team Vicar, plus the treasurers from each Church.

Melton Mowbray Team Parish is constituted as follows:

St Mary's, Melton Mowbray

St Mary the Virgin, Thorpe Arnold

St James', Burton Lazars

St Mary's, Freeby - the congregation meet in the United Reformed Church Chapel, with occasional services in the church. Now in the hands of the Historic Churches Trust.

St Leonard's, Sysonby

St Bartholomew's, Welby

Each church (except Freeby) has an elected District Church Council and elected district churchwardens.

The churchwardens of St Mary’s Parish Church, Melton Mowbray are officially the parish churchwardens

Each District Church Council elects members to the Parochial Church Council.

All Church attendees are invited to register on the Parish Electoral Roll and stand for election to the PCC of the Team Parish &/or the DCC's of the individual churches.

Responsibilities of the PCC Members

The PCC Members (who are also trustees of The Parochial Church Council of the Ecclesiastical Parish of Melton Mowbray for the purposes of charity law) are responsible for preparing the Report of the Trustees and the financial statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice).

Page 3

Page 3

THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF MELTON MOWBRAY

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 DECEMBER 2020

STRUCTURE, GOVERNANCE AND MANAGEMENT (continued)

The law applicable to charities in England & Wales requires the trustees to prepare financial statements for each financial year which give a true and fair view of the state of affairs of the charity and of the incoming resources and application of resources of the charity for that period. In preparing these financial statements, the trustees are required to:

The trustees are responsible for keeping proper accounting records that disclose with reasonable accuracy at any time the financial position of the charity and enable them to ensure that the financial statements comply with the Charities Act 2011, the Charities (Accounts and Reports) Regulations 2008 and the provisions of its governing document. They are also responsible for safeguarding the assets of the charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

Approved by order of the Parochial Church Council on ............................................. and signed on its behalf by:

............................................. Revd Kevin Ashby Trustee, Team Rector

............................................. Revd Dr Mary Barr Trustee, Team Vicar

Melton Mowbray Team Parish

Page 4

THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF MELTON MOWBRAY

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 DECEMBER 2020

REFERENCE AND ADMINISTRATIVE DETAILS

Registered Charity number 1132480 Principal address The Parish Office, The Samworth Centre, 8 Burton Road, Melton Mowbray, Leicestershire, LE13 1AE Members of the PCC – 2020 Clergy Team Rector Revd. Kevin Ashby Team Vicar Revd Dr Mary Barr Assistant Clergy Revd Graham Spencer Revd Peter Moseling Pioneer Ministers Janet King Carol Parker Readers Ted Hutchin Linda Pearson Pastoral Assistants Carol Ellis Audrey Hutchin Lorraine Simmonds Jacqui Wilson Churchwardens Parish & St Mary's, Melton Brenda Munton and Ian Neale Thorpe Arnold Catherine Shenton and Patricia Lynott Burton Lazars Jenny Pengelly and Janet King Sysonby Colin Moulds and David Wilford Welby Peter Franklin and Colin Beavis Lay Representatives elected according to the Church Representation Scheme: Melton Mowbray (4) Dina Neale, Roger Kirby, Phil Balding, one vacancy Thorpe Arnold (2) Carol Parker, Helen Dickinson Burton Lazars (2) John Lloyd, Allan Osborne Freeby (1) Sue Cadman Welby (1) Gillian Beavis Sysonby (1) Jennifer Miller Deanery Synod Representatives : Audrey Hutchin, Keith Wilson, Jacqui Wilson, Julia Hinde PCC Vice Chair Ian Neale PCC Secretary Helen Peacock PCC Treasurer Michael Osborne Electoral Roll Officer Brenda Munton

Independent examiner

TC East Midlands Limited, 99 Chapel Street, Ibstock, Leicestershire, LE67 6HF

Solicitors

Latham & Company, Charnwood House, 2 Forest Road, Loughborough LE11 3NP

Bankers

HSBC, 17 High Street, Melton Mowbray, LE13 0TY They act for St Mary's Melton and the PCC and so are the main banker for the charity.

Page 5

INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF MELTON MOWBRAY

Independent examiner's report to the trustees of The Parochial Church Council of Melton Mowbray

I report on the accounts of the The Parochial Church Council of Melton Mowbray (the Church) for the year ended 31 December 2020.

Responsibilities and basis of report

As the charity’s trustees you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (‘the Act’).

I report in respect of my examination of the church’s accounts carried out under section 145 of the Act and in carrying out my examination I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

Independent Examiner’s statement

Since the church’s gross income exceeded £250,000 your examiner must be a member of a body listed in section 145 of the Act. I confirm that I am qualified to undertake the examination because I am a member of the Institute of Chartered Accountants in England and Wales.

I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:

  1. accounting records were not kept in respect of the church as required by section 130 of the Act; or

  2. the accounts do not accord with those records; or

  3. the accounts do not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a ‘true and fair view’ which is not a matter considered as part of an independent examination.

I have no concerns and have come across no other matters in connection with the examination to which attention should

be drawn in this report in order to enable a proper understanding of the accounts to be reached.

Signed:

Institute of Chartered Accountants in England and Wales TC East Midlands Limited

99 Chapel Street Ibstock Leicestershire LE67 6HF

Date: .............................................

Page 6

THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF MELTON MOWBRAY

STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31 DECEMBER 2020

2020 2019
Unrestricted Restricted Total funds Total funds
funds funds
Notes £ £ £ £
INCOME AND ENDOWMENTS FROM
Voluntary income, donations and legacies 2 153,834 256,673 410,507 267,215
Activities for generating funds 3 44,646 5,254 49,900 212,077
Income from charitable activities 4 9,711 - 9,711 16,411
Investment income 5 23,143 58 23,201 26,598
Total 231,334 261,985 493,319 522,301
EXPENDITURE ON
Raising funds 6 32,139 435 32,574 121,488
Charitable activities
Church activities 7 254,020 335,825 589,845 323,916
Total 286,159 336,260 622,149 445,404
NET INCOME/(EXPENDITURE) BEFORE (54,825) (74,275) (129,100) 76,897
INVESTMENT GAINS
Net gains/(losses) on investments 11,451 - 11,451 45,333
NET INCOME/(EXPENDITURE) (43,374) (74,275) (117,649) 122,230

Transfers between funds

(1,034) 1,034

Net movement in funds

(44,408) (73,241) (117,649) 122,230

RECONCILIATION OF FUNDS

Total funds brought forward
Previous year adjustment
TOTAL FUNDS CARRIED FORWARD
833,780
(2,914)
786,458
1,288,737
1,215,496
2,122,517
(2,914)
2,001,954
2,000,287
2,122,517

The notes form part of these financial statements

Page 7

CONTINUING OPERATIONS

All income and expenditure has arisen from continuing activities.

The notes form part of these financial statements

Page 7

THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF MELTON MOWBRAY

BALANCE SHEET AT 31 DECEMBER 2020

Unrestricted
funds
Notes
£
FIXED ASSETS
Tangible assets
14
15,000
Investments
15
556,268
571,268
CURRENT ASSETS
Stocks
16
821
Debtors
17
19,295
Cash at bank
249,171
269,287
2020
2019
Restricted
funds
Total funds
Total funds
£
£
£
1,052,100
1,067,100
1,035,545
-
556,268
544,817
1,052,100
1,623,368
1,580,362
-
821
1,390
5,027
24,322
64,287
163,862
413,033
508,935
168,889
438,176
574,612

CREDITORS

Amounts falling due within one year 18 (54,097) (5,493) (59,590) (32,457)

NET CURRENT ASSETS

215,190 163,396 378,586 542,155

TOTAL ASSETS LESS CURRENT LIABILITIES

786,458 1,215,496 2,001,954

The notes form part of these financial statements

Page 8

2,122,517

NET ASSETS

786,458 1,215,496 2,001,954 2,122,517

FUNDS
19
Unrestricted funds
Restricted funds
TOTAL FUNDS
786,458
1,215,496
2,001,954
833,780
1,288,737
2,122,517

The financial statements were approved by the Parochial Church Council on ............................................. and were signed on its behalf by:

............................................. Trustee

The notes form part of these financial statements

Page 8

THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF MELTON MOWBRAY

CASH FLOW STATEMENT FOR THE YEAR ENDED 31 DECEMBER 2020

Notes
Cash fows from operating activities:
Cash generated from operations
i
Net cash provided by (used in) operating
activities
2020
£
(121,205)
(121,205)
2019
£
60,074
60,074

Cash flows from investing activities: Sale of fixed asset investments

Net cash provided by (used in) investing activities

20,729
54,433
Net cash infow/(outfow) (100,475)
114,507

Page 9

Change in cash and cash equivalents in the reporting period

(100,475)

114,507 Cash and cash equivalents at the beginning of the reporting period

508,935

394,428

Cash and cash equivalents at the end of the reporting period

408,459

508,935

i. RECONCILIATION OF NET INCOME/(EXPENDITURE) TO NET CASH FLOW FROM OPERATING ACTIVITIES

ACTIVITIES
2020 2019
£ £
Net income/(expenditure) for the reporting period
(as per the statement of fnancial activities) (97,649) 122,230
Adjustments for:
Depreciation charges 8,945 8,945
Interest received (58) (158)
Dividends received (20,703) (22,306)
Unrealised (gains)/losses on investments (11,451) (45,333)
(Increase)/decrease in stocks 569 (535)
(Increase)/decrease in debtors (3,892) 34,658
(Decrease)/increase in creditors 3,002 (37,427)
Net cash provided by (used in) operating (121,237) 60,074
activities

Page 9

THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF MELTON MOWBRAY

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 DECEMBER 2020

1. ACCOUNTING POLICIES

Basis of preparing the financial statements

The financial statements of the Parochial Church Council of the ecclesiastical parish of Melton Mowbray (PCC) have been prepared under the Charities Act 2011 and in accordance with the Church Accounting Regulations 2006 governing the individual accounts of PCC’s, and with the Regulations “true and fair view” provisions. The financial statements have been prepared in accordance with the Financial Reporting Standard Applicable in the UK and the Republic of Ireland (FRS 102 version 2016) as the applicable accounting standards and 2016 version of Accounting and Reporting by Charities: Statement of Recommended Practice (SORP(FRS102)).

The financial statements are prepared on a going concern basis under the historical cost convention, modified to include certain items at fair value..

Income

All income is recognised in the Statement of Financial Activities once the charity has entitlement to the funds, it is probable that the income will be received and the amount can be measured reliably.

Expenditure

Liabilities are recognised as expenditure as soon as there is a legal or constructive obligation committing the charity to that expenditure, it is probable that a transfer of economic benefits will be required in settlement and the amount of the obligation can be measured reliably. Expenditure is accounted for on an accruals basis and has been classified under headings that aggregate all cost related to the category. Where costs cannot be directly attributed to particular headings they have been allocated to activities on a basis consistent with the use of resources.

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

Tangible fixed assets

(i) Consecrated property and moveable church furnishings Consecrated and beneficed property is not included in the accounts in accordance with Section 96(2)(a) of the Charities Act 1993. Moveable church furnishings held before 2008 has no value placed on it in these accounts. Furniture acquired since that date has been capitalised and depreciated in the accounts over five years.

(ii) Other fixtures, fittings and office equipment

Equipment acquired will be depreciated over the estimated useful life of the asset on a straight line basis. Individual items with a purchase price of £1000 or less are written off when the asset is acquired.

(iii) Investments

Investments are valued at market value on 31 December.

Stocks

Stocks are valued at the lower of cost and net realisable value, after making due allowance for obsolete and slow moving items.

Taxation

The charity is exempt from tax on its charitable activities.

Fund accounting

Unrestricted funds represent the funds of the Parochial Church Council (PCC) that are not subject to any restrictions regarding their use. Designated funds are also general funds but are subject to the directions of the District Church Councils. Restricted funds are subject to particular constraints regarding their use.

Fund accounting

Restricted funds are income funds which are to be used in accordance with specific restrictions imposed by donors or which have been raised by the church for particular purposes. Details of the funds held and restrictions provided are shown in note 19 to the accounts.

Current assets

Amounts owing to the PCC at 31 December in respect of fees, rents or other income are shown as debtors less a provision for amounts that are considered to be uncollectable. Short term deposits include cash held on deposit either with the CBF Church of England Funds or at

Page 10

a bank. Page 10

THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF MELTON MOWBRAY

NOTES TO THE FINANCIAL STATEMENTS - CONTINUED FOR THE YEAR ENDED 31 DECEMBER 2020

2. VOLUNTARY INCOME, DONATIONS AND LEGACIES

Unrestricted
funds
Re
£
Gift aid donations
78,656
Gift aid tax recoverable
19,117
Legacies
33,409
Grants
5,000
Non gift aid collections
6,356
Non gift aid donations
6,445
Sundry income
4,851
153,834
~~stricted~~
funds
£
350
1,212
-
56,979
4,791
190,695
2,646
256,673
2020
£
79,006
20,329
33,409
61,979
11,147
197,140
7,497
410,507
2019
£
88,684
29,450
10,500
41,957
43,884
43,538
9,202
267,215

3. ACTIVITIES FOR GENERATING FUNDS

Unrestricted
funds
Re
£
Fundraising events
2,672
Catering
29,933
Lettings
10,098
Sales
1,943
44,646
~~stricted~~
funds
£
3,456
-
1,798
-
5,254
2020
£
6,128
29,933
11,896
1,943
49,900,
2019
£
49,221
104,238
54,764
3,854
212,077

4. INCOME FROM CHARITABLE ACTIVITIES

5.
INVESTMENT INCOME
Unrestricted
funds
Re
£
Fees
9,711
Unrestricted
funds
Re
£
Rents received
2,440
Dividends
20,671
Deposit account interest
32
9,711
23,143
~~stricted~~
funds
£
-
~~stricted~~
funds
£
-
-
58
-
58
2020
£
9,711
2020
£
2,440
20,671
90
9,711
23,201
2019
£
16,411
2019
£
4,202
22,725
158
16,411
26,598

Page 11

THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF MELTON MOWBRAY

NOTES TO THE FINANCIAL STATEMENTS - CONTINUED FOR THE YEAR ENDED 31 DECEMBER 2020

6. EXPENDITURE ON RAISING FUNDS

32,139
435
7.
CHARITABLE ACTIVITIES COSTS
562,215
9,071
Unrestricted
funds
Re~~stricted~~
funds
2020
£
£
£
Staf costs
-
-
-
Cost of sales
458
-
458
Fundraising events
105
435
540
Samworth Centre
31,576
-
31,576
Property management fees
-
-
-
Direct costs
(see note 10)
Grant funding
of activities
(see note 8)
Support costs
(see note 9)
£
£
£
32,574
18,559
2019
£
57,672
1,020
6,185
56,611
-
Totals
£
121,488
589,845

Church activities

8. GRANTS PAYABLE

The total grants paid to institutions during the year was as follows:

Unrestricted
funds
Re
£
Grants relief agencies
5,207
5,207
~~stricted~~
funds
£
3,864
3,864
2020
£
9,071
9,071
2019
£
24,652
24,652

9. SUPPORT COSTS

Unrestricted
funds
Re
£
Independent examiners remuneration
4,560
Postage and stationery
4,722
Accountancy and legal fees
3,360
Bank charges
-
Advertising
313
12,955
~~stricted~~
funds
£
-
-
5,604
-
-
5,604
2020
£
4,560
4,722
8,964
-
313
18,559
2019
£
4,480
9,282
9,519
439
1,277
24,597

Page 12

THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF MELTON MOWBRAY

NOTES TO THE FINANCIAL STATEMENTS - CONTINUED FOR THE YEAR ENDED 31 DECEMBER 2020

10. DIRECT COSTS

Unrestricted
funds
Re
£
Wages
43,451
Diocesan contribution
109,450
Clergy expenses
10,203
Utility costs and insurance
43,765
Repairs & Maintenance
2,888
Major repairs
-
Furniture
-
Donations to St Mary’s Church Melton
Mowbray Development CIO
-
-
Depreciation
-
Other direct costs
11,101
220,858
~~stricted~~
funds
£
-
-
-
1,414
64,316
264,820
-
-
8,945
1,862
341,357
2020
£
43,451
109,450
10,203
45,179
67,204
264,820
-
-
8,945
12,963
562,215
2019
£
20,406
101,700
17,627
44,445
54,229
-
10,203
-
8,945
17,112
274,667

11. TRUSTEES' REMUNERATION AND BENEFITS

The trustees who make up the Parochial Church Council are considered to be the Key Management Personnel. There were no trustees' remuneration or other benefits for the year ended 31 December 2020 nor for the year ended 31 December 2019 for their work as trustees.

Trustees' expenses

There were no trustees' expenses paid for the year ended 31 December 2020 nor for the year ended 31 December 2019.

12. STAFF COSTS

Wages and salaries
The average monthly number of employees during the year was:
2020
£
43,451
2020
11
2019
£
78,078
2019
11

No employees received emoluments in excess of £60,000.

Page 13

THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF MELTON MOWBRAY

NOTES TO THE FINANCIAL STATEMENTS – CONTINUED FOR THE YEAR ENDED 31 DECEMBER 2020

13. COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES

Unrestricted
funds
£
INCOME AND ENDOWMENTS FROM
Voluntary income, donations and legacies
149,544
Activities for generating funds
193,412
16,411
Investment income
26,472
Total
385,839
EXPENDITURE ON
Raising funds
121,075
Charitable activities
Church activities
253,063
Total
374,138
Net gains/(losses) on investments
45,333
NET INCOME/(EXPENDITURE)
57,034
Transfers between funds
(13,500)
Restricted
funds
Total funds
£
£
117,671
267,215
18,655
212,077
-
16,411
126
26,598
136,462
522,301
413
121,488
70,853
323,916
71,266
445,404
-
45,333
65,196
122,230
13,500
-

Net movement in funds

43,534 78,696 122,230

RECONCILIATION OF FUNDS

Total funds brought forward

790,246 1,210,041 2,000,287

TOTAL FUNDS CARRIED FORWARD

833,780 1,288,737 2,122,517

Page 14

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THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF MELTON MOWBRAY

NOTES TO THE FINANCIAL STATEMENTS - CONTINUED FOR THE YEAR ENDED 31 DECEMBER 2020

14.
TANGIBLE FIXED ASSETS
3 Church
Terrace
£
COST
At 1 January 2020
87,500
Revaluations
40,500
Additions
-
Disposals
-
At 31 December 2020
128,000
DEPRECIATION
At 1 January 2020
-
Charge for year
-
Charge on disposals
At 31 December 2020
-
NET BOOK VALUE
At 31 December 2020
128,000
At 31 December 2019
87,500
15.
FIXED ASSET INVESTMENTS
MARKET VALUE
At 1 January 2020
Disposals
Revaluations
At 31 December 2020
NET BOOK VALUE
At 31 December 2020
At 31 December 2019
16.
STOCKS
Stocks
17.
DEBTORS
Amounts falling due within one year:
Taxes recoverable
Other debtors
Prepayments and accrued income
Samworth
Centre
Thorpe
Arnold Hall
Furniture
and
equipment
Totals
£
£
£
£
863,082
165,224
14,159
1,129,965
-
-
-
40,500
-
-
-
-
-
-
-
-
863,082
165,224
14,159
1,170,465
-
82,573
11,847
94,420
-
8,261
684
8,945
-
90,834
12,531
103,365
863,082
74,390
1,628
1,067,100
863,082
82,651
2,312
1,035,545
CBF
investment
funds
£
544,817
-
11,451
556,268
556,268,
544,817
2020
2019
£
£
821
1,390
24,322
64,287
2020
2019
£
£
9,628
11,044
1,932
4,945
12,762
48,298

Page 15

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THE PAROCHIAL CHURCH COUNCIL OF THE

ECCLESIASTICAL PARISH OF MELTON MOWBRAY

NOTES TO THE FINANCIAL STATEMENTS - CONTINUED FOR THE YEAR ENDED 31 DECEMBER 2020

17. DEBTORS

18.
CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
Amounts falling due after more than one
year:
2020
£
Other debtors
-
Prepayments and accrued income
-
2020
£
Accruals
59,590
Other creditors
-
-
59,590
2019
£
-
-
2019
£
32,457
-
-
32,457

19. MOVEMENT IN FUNDS

Unrestricted funds
Burton Lazars: St James
Freeby: St Mary's
Melton Mowbray: St Mary's
Sysonby: St Leonard's
Thorpe Arnold: St Mary The Virgin
Welby: St Bartholemew's
Samworth Centre general
At 1.1.20
Net
movement
in funds
£
£
18,313
(4,738)
5,549
(828)
761,674
(39,647)
11,743
2,763
14,472
(3,623)
7,237
(170)
14,792
(45)
833,780
(46,288)
Transfers
between
funds
At 31.12.20
£
£
-
13,575
-
4,721
-
722,027
-
14,506
-
10,849
(1,034)
6,033
-
14,747
(1,034)
786,458

Restricted funds

Melton Mowbray: St Mary's 191,021 8,567

106,875

(8,617)

98,258 Thorpe Arnold: St Mary The Virgin - Bread Fund

861

861 Thorpe Arnold: St Mary The Virgin - Building/ organ fund

Page 16

68,058 (55,687) - 12,371 Welby: St Bartholemew's - fabric fund 9,641 935 1,034 11,610 Education and youth fund 6,969 7 - 6,976 Samworth Centre restricted 867,246 7 - 867,253 Burton Lazars building cost reserve 38,066 (19,939) - 18,127 Welby: St Bartholemew's – 50-50 Club - 452 - 452

1,288,737 (74,275) 1,034 1,215,496

TOTAL FUNDS

2,122,517 (120,563) - 2,001,954

Page 16

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THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF MELTON MOWBRAY

NOTES TO THE FINANCIAL STATEMENTS - CONTINUED FOR THE YEAR ENDED 31 DECEMBER 2020

20. MOVEMENT IN FUNDS - continued

Net movement in funds, included in the above are as follows:

Unrestricted funds
General fund
Burton Lazars: St James
Freeby: St Mary's
Melton Mowbray: St Mary's
Sysonby: St Leonard's
Thorpe Arnold: St Mary The Virgin
Welby: St Bartholemew's
Samworth Centre general
Incoming
resources
£
11,072
21,076
232
91,512
5,370
22,455
6,002
74,608
232,327
Resources
expended
£
(11,072)
(25,814)
(1,060)
(142,610)
(2,607)
(26,078)
(6,172)
(74,653)
(290,066)
Gains and
losses
Movement in
funds
£
£
-
-
-
(4,738)
-
(828)
11,451
(39,647)
-
2,763
-
(3,623)
-
(170)
-
(45)
11,451
(46,288)

Restricted funds

Melton Mowbray: St Mary's 180,958 (172,391)

8,567 Thorpe Arnold: St Mary The Virgin - Village hall

3,604

(12,221)

(8,617) Thorpe Arnold: St Mary The Virgin - Building/ organ fund

58,090

(113,777)

(55,687) Welby: St Bartholemew's - fabric fund 17,256 (16,321)

Page 17

261,985 (336,260) - (74,275)

TOTAL FUNDS

494,312 (626,326) 11,451 (120,563)

Page 17

THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF MELTON MOWBRAY

NOTES TO THE FINANCIAL STATEMENTS - CONTINUED FOR THE YEAR ENDED 31 DECEMBER 2020

21. MOVEMENT IN FUNDS - continued

Comparatives for movement in funds

Net Transfers
At 1.1.19 movement between At 31.12.19
in funds funds
£ £ £ £
Unrestricted Funds
Burton Lazars: St James 12,016 6,297 - 18,313
Freeby: St Mary's 5,629 (80) - 5,549
Melton Mowbray: St Mary's 720,397 41,277 - 761,674
Sysonby: St Leonard's 13,372 (1,629) - 11,743
Thorpe Arnold: St Mary The Virgin 20,251 7,721 (13,500) 14,472
Welby: St Bartholemew's 6,724 513 - 7,237
Samworth Centre general 11,857 2,935 - 14,792
790,246 57,034 (13,500) 833,780

Restricted Funds

Melton Mowbray: St Mary's 183,294 7,727 - 191,021 Thorpe Arnold: St Mary The Virgin - Village hall

111,274

(4,399)

106,875 Thorpe Arnold: St Mary The Virgin - Bread Fund

861

861 Thorpe Arnold: St Mary The Virgin - Building/ organ fund

15,878

38,680

13,500

68,058 Welby: St Bartholemew's - fabric fund 9,631 10 - 9,641 Education and youth fund 6,956 13

Page 18

1,210,041 65,196 - 1,288,737

TOTAL FUNDS

2,000,287 122,230 - 2,122,517

Page 18

THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF MELTON MOWBRAY

NOTES TO THE FINANCIAL STATEMENTS - CONTINUED FOR THE YEAR ENDED 31 DECEMBER 2020

22. MOVEMENT IN FUNDS - continued

Comparative net movement in funds, included in the above are as follows:

Unrestricted funds
General fund
Burton Lazars: St James
Freeby: St Mary's
Melton Mowbray: St Mary's
Sysonby: St Leonard's
Thorpe Arnold: St Mary The Virgin
Welby: St Bartholemew's
Samworth Centre general
Incoming
resources
£
18,491
28,386
1,219
157,565
1,197
27,309
6,743
144,929
385,839
Resources
expended
£
(18,491)
(22,089)
(1,299)
(161,621)
(2,826)
(19,588)
(6,230)
(141,944)
(374,138)
Gains and
losses
Movement
in funds
£
£
-
-
-
6,297
-
(80)
45,333
41,277
-
(1,629)
-
7,721
-
513
-
2,935
45,333
57,034

Restricted funds

Melton Mowbray: St Mary's 45,407 (37,680)

7,727 Thorpe Arnold: St Mary The Virgin - Village hall

11,130

(15,529)

(4,399) Thorpe Arnold: St Mary The Virgin - Building/ organ fund 45,820

(6,600)

38,680 Welby: St Bartholemew's - fabric fund 10 - - 10 Education and youth fund 13 - - 13 Samworth Centre restricted 13 - - 13 Burton Lazars building cost reserve 34,609 (11,457) - 23,152 Welby: St Bartholemew's - project fund

Page 19

136,462 (80,092) - 65,196

TOTAL FUNDS

522,301 (454,230,) 45,333 122,230

23. RELATED PARTY DISCLOSURES

The Parochial Church Council is a related party of St Mary’s Church Melton Mowbray Development CIO by virtue of common trustee control. St Mary’s Church Melton Mowbray Development CIO exists to advance the Christian faith by the preservation, repair, maintenance, restoration and improvement of the fabric of St Mary’s Church Melton Mowbray as a place of Christian worship.

During the year the Parochial Church Council donated £119,212 to St Mary’s Church Melton Mowbray Development CIO.

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THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF MELTON MOWBRAY

NOTES TO THE FINANCIAL STATEMENTS - CONTINUED FOR THE YEAR ENDED 31 DECEMBER 2020

24. FUNDS

Parish Funds:

The Samworth Development Fund is to be spent on the development and upkeep of the Samworth Centre.

The Education and youth fund is to be spent on education within the parish.

Burton Funds:

The Burton funds are for the refurbishment of the church building.

Melton Mowbray Funds:

Some investments are held in the name of Leicester Diocesan Board of Finance as custodian trustee, entitled Church Chimes, Free-Will Offering, Sunday School and Church Institute, Assistant Clergy, Choir, Organists and Curates Funds. All income from these funds goes to the General Fund whose aims include those of these funds. It is intended to transfer the title.

The Music Fund has income to be spent on music within the church The Organ Fund has income to be spent on the upkeep of the church organ. The St Mary's Church Trust has income to be spent on the upkeep of the church

Thorpe Arnold Funds:

The Village Hall Fund is to be spent on running, upkeep, maintenance and obligations of the Village Hall

The Bread Fund is to be spent in supporting work with children

The Building / Organ Fund is to be spent on maintaining the fabric of the building and organ.

Welby Funds:

The fabric fund is for use on the upkeep of the fabric of the church.

Unrestricted Funds:

Unrestricted funds of each church relate to individual church general funds, available only for use relating to that church. The PCC and individual churches also designate other funds under their control to be used for purposes which are evident from their titles. These funds are occasionally reviewed to ensure that they are still required for their purpose. Where these funds are in deficit, this relates to unpaid diocesan share, a debt which the diocese accepts will be paid when funds allow.

Page 20