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2021-12-31-accounts

REGISTERED CHARITY NUMBER: 1132480

REPORT OF THE TRUSTEES AND UNAUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 DECEMBER 2021 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 2021

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 2021

The trustees present their report with the financial statements of the charity for the year ended 31 December 2021. 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 (St Mary, Freeby is now maintained by the Churches Conservation Trust) and associated buildings, in particular Mary’s Place and Thorpe Arnold Village Hall. It is also responsible for the maintenance of 3 Church Terrace, Melton Mowbray 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 a number of times during the year (mainly online due to the pandemic), including the Annual Meeting.

A number of faculties were considered.

Mary’s Place Management Group, together with manager Linda Abbott, are continuing to work at increasing the use of the rooms. Unfortunately the café had to close during the year due to the manager, Carol Sloan, leaving, and income/expenditure issues.

St Mary, Melton Mowbray.

Once again, some of the plans for the year were side-lined because of the Covid pandemic.

The Church was only open when the law allowed, and Covid restrictions were followed for the safety of “staff” plus congregation.

A “reduced” Christmas Tree Festival was held and the monthly Saturday Morning @ St Mary’s re-started in the New Year.

The weekly Tiny Tots Service went online, but restarted live in the New Year. The Lent course was offered online again

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.

Page 1

THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF MELTON MOWBRAY

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 DECEMBER 2021

ACHIEVEMENT AND PERFORMANCE (continued)

St Bartholomew, Welby.

The ongoing consequences of the Coronavirus pandemic meant that getting safely back to ‘normal’ was very complicated for an elderly congregation, in a small, poorly ventilated church building. When Covidrelated restrictions allowed, we resumed Welby’s regular pattern of worship on the 1st and 3rd Sundays of the month - although attendance figures for us, as for others across the Church of England, remained lower than pre-pandemic. DCC members continued to look after the building throughout the year and, as befits an Eco Church, the churchyard continued to be cared for in an environmentally friendly way. Generous donations enabled the purchase of new stackable chairs. Highlights included an outdoor Trinity Sunday service, and Harvest and Christmas Open Days.

St James, Burton Lazars.

When Covid-related restrictions allowed, a regular pattern of Sunday worship, seasonal services and weekday activities resumed at St James, and baptisms and weddings, as well as funerals, were held again inside the church building. The Pioneer Minister and Vicar worked with others to facilitate outdoor events and prayer-activities as well as online groups and courses, to enable fellowship and discipleship to continue when indoor ‘in-person’ gatherings were impossible or complicated. In September 2021 the ‘Stay and Play’ weekly term-time event for babies and toddlers with their carers was launched, engaging with young families from the village and beyond. Light up Lazars was an Advent highlight again this year, with a focus on blessing the local and wider community - including gifts for distribution to needy families through Storehouse foodbank, our link project with Christians in Albania, and our Twinned Toilet - as well as ‘shoe-box’ Christmas gifts for children in Eastern Europe through the Teams 4 You charity.

St Mary the Virgin, Thorpe Arnold

As for all our Team Parish Churches, pastoral care was adapted to the problematic pandemic conditions, and worship and activities were restricted for much of the year, but the improved ability to ventilate our building helped once we could resume a regular rhythm of indoor services (including the occasional offices) and gatherings, including bell-ringing. The Pioneer Minister provided informal style of services - outside as well as indoors - and involved youngsters and families through ‘Come & Grow’ and ‘Gathering & Travelling’. As befits an Eco Church we held ‘God’s Good Earth’ services linked to COP26 in October, and the churchyard continued to be cared for in an environmentally friendly way, participating in the ‘blue heart’ initiative in conjunction with the WOTWATA community. The Village/ Church Hall was put to good use again as soon as Covid-restrictions allowed.

St Leonard, Sysonby.

Covid-related complications in a small building with no running water and poor ventilation meant that the church building remained “locked-down” during 2021.

St Mary, Freeby.

Due not only to Covid but also to the hazards caused by a very significant bat population and ensuing mess, the Churches Conservation Trust is not satisfied that services can safely be held within the church building. 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 continued to increase.

FINANCIAL REVIEW

Financial review

Total receipts on unrestricted funds were £258,262 and restricted funds receipts totalled £42,855. The total income of the PCC was £301,117.

The net result for the year was an increase in funds of £64,843, being a surplus of £70,373 on general funds and a loss of £5,530 on restricted funds.

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

Page 2

regularly with supporters encouraged to review their level of giving. The Parish Giving Scheme operated by Thorpe Arnold has been Church since 2016.

Page 2

THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF MELTON MOWBRAY

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 DECEMBER 2021

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 met in the United Reformed Church Chapel, with occasional services in the church, which is now under the control 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 2021

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 29 September 2022 and signed on its behalf by:

.............................................

Rev 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 2021

REFERENCE AND ADMINISTRATIVE DETAILS

Registered Charity number 1132480 Principal address The Parish Office, 8 Burton Road, Melton Mowbray, Leicestershire, LE13 1AE Members of the PCC – 2021 Clergy Team Rector Revd. Kevin Ashby Team Vicar Revd Dr Mary Barr Assistant Clergy Revd Graham Spencer Revd Brian McAvoy Pioneer Ministers Janet King Carol Parker Readers Ted Hutchin Linda Pearson Pastoral Assistants Audrey Hutchin Lorraine Simmonds Jacqui Wilson Churchwardens Parish & St Mary's, Melton Brenda Munton and Ian Neale Thorpe Arnold Tricia 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, Sue Karran Freeby (1) Jane Meakin 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 Parochial Church Council of Melton Mowbray (the Church) for the year ended 31 December 2021.

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

  2. 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 2021

2021 2020
Unrestricted Restricted Total funds Total funds
funds funds
Notes £ £ £ £
INCOME AND ENDOWMENTS FROM
Voluntary income, donations and legacies 2 172,133 40,714 212,847 410,507
Activities for generating funds 3 46,900 4,853 51,753 49,900
Income from charitable activities 4 14,448 - 14,448 9,711
Investment income 5 24,781 8 24,789 23,201
Total 258,262 45,575 303,837 493,319
EXPENDITURE ON
Raising funds 6 17,007 541 17,548 32,574
Charitable activities
Church activities 7 247,630 48,425 296,055 589,845
Total 264,637 48,966 313,603 622,429
NET INCOME/(EXPENDITURE) BEFORE (6,375) (3,391) (9,766) (129,100)
INVESTMENT GAINS
Net gains/(losses) on investments 75,266 - 75,266 11,451
NET INCOME/(EXPENDITURE) 68,891 (3,391) 65,500 (117,649)

Transfers between funds

Net movement in funds

68,891 (3,391) 65,500 (117,649)

RECONCILIATION OF FUNDS

Total funds brought forward

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

The notes form part of these financial statements

Page 7

Adjustment

3,000 573 3,573 (2,914)

TOTAL FUNDS CARRIED FORWARD

858,349 1,212,678 2,071,027 2,001,954

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 2021

Unrestricted
funds
Notes
£
FIXED ASSETS
Tangible assets
14
-
Investments
15
631,534
631,534
CURRENT ASSETS
Stocks
16
354
Debtors
17
26,275
Cash at bank
250,889
277,518
2021
2020
Restricted
funds
Total funds
Total funds
£
£
£
1,086,155
1,086,155
1,067,100
-
631,534
556,268
1,086,155
1,717,689
1,623,368
-
354
821
1,152
27,427
24,322
127,495
378,384
413,033
128,647
406,165
438,176

CREDITORS

Amounts falling due within one year 18 (50,703) (2,124) (52,827) (59,590)

NET CURRENT ASSETS

226,815 126,523 353,338 378,586

TOTAL ASSETS LESS CURRENT LIABILITIES

858,349 1,212,678 2,071,027

The notes form part of these financial statements

Page 8

2,001,954

NET ASSETS

858,349 1,212,678 2,071,027 2,001,954

FUNDS
19
Unrestricted funds
Restricted funds
TOTAL FUNDS
858,349
1,212,678
2,071,027
771,458
1,230,496
2,001,954

The financial statements were approved by the Parochial Church Council on 29 September 2022 and were signed on its behalf by:

............................................. Rev Dr Mary Barr 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 2021

Notes
Cash fows from operating activities:
Cash generated from operations
i
Net cash provided by (used in) operating
activities
Cash fows from investing activities:
Sale of fxed asset investments
-
-
Purchase of tangible fxed assets
-
-
Interest received
24
58
Dividends received
20,392
20,671
2021
£
64,843
64,843
2020
£
(121,205)
(121,205)

Net cash provided by (used in) investing activities

20,416
20,729
Net cash infow/(outfow) 85,259
(100,475)

Page 9

Change in cash and cash equivalents in the reporting period

85,259

(100,475) Cash and cash equivalents at the beginning of the reporting period

408,459

508,935

Cash and cash equivalents at the end of the reporting period

493,718

408,459

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

Net income/(expenditure) for the reporting period
(as per the statement of fnancial activities)
Adjustments for:
Depreciation charges
Interest received
Dividends received
Unrealised (gains)/losses on investments
(Increase)/decrease in stocks
(Increase)/decrease in debtors
(Decrease)/increase in creditors
Net cash provided by (used in) operating
activities
2021
£
64,843
8,945
(24)
(20,392)
(75,266)
467
450
(9,797)
(30,774)
2020
£
(97,649)
8,945
(58)
(20,703)
(11,451)
569
(3,892)
3,002
(121,237)

Page 9

Page 9

THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF MELTON MOWBRAY

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 DECEMBER 2021

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 for the benefit of 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 2021

2. VOLUNTARY INCOME, DONATIONS AND LEGACIES

Unrestricted
funds
Re
£
Gift aid donations
77,735
Gift aid tax recoverable
18,226
Legacies
-
Grants
50,743
Non gift aid collections
8,998
Non gift aid donations
11,643
Sundry income
4,788
172,133
~~stricted~~
funds
£
-
2,120
-
22,651
6,641
6,582
2,720
40,714
2021
£
77,735
20,346
-
73,394
15,639
18,225
4,788
210,127
2020
£
79,006
20,329
33,409
61,979
11,147
197,140
7,497
410,507

3. ACTIVITIES FOR GENERATING FUNDS

Unrestricted
funds
Re
£
Fundraising events
21,761
Catering
12,263
Lettings
12,466
Sales
410
46,900
~~stricted~~
funds
£
2,374
-
2,479
-
4,853
2021
£
24,135
12,263
14,945
410
51,753,
2020
£
6,128
29,933
11,896
1,943
49,900

4. INCOME FROM CHARITABLE ACTIVITIES

5.
INVESTMENT INCOME
Unrestricted
funds
Re
£
Fees
14,448
Unrestricted
funds
Re
£
Rents received
4,373
Dividends
20,392
Deposit account interest
16
14,448
24,781
~~stricted~~
funds
£
-
~~stricted~~
funds
£
-
-
8
-
8
2021
£
14,448
2021
£
4,373
20,392
24
14,448
24,789
2020
£
9,711
2020
£
2,440
20,671
90
9,711
23,201

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 2021

6. EXPENDITURE ON RAISING FUNDS

17,007
541
7.
CHARITABLE ACTIVITIES COSTS
276,126
9,731
Unrestricted
funds
Re~~stricted~~
funds
2021
£
£
£
Staf costs
-
-
-
Cost of sales
165
-
165
Fundraising events
2,623
541
3,164
Mary’s Place
14,219
-
14,219
Property management fees
-
-
-
Direct costs
(see note 10)
Grant funding
of activities
(see note 8)
Support costs
(see note 9)
£
£
£
17,548
10,198
2020
£
-
458
540
31,576
-
Totals
£
32,574
296,055

Church activities

8. GRANTS PAYABLE

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

9.
SUPPORT COSTS
Unrestricted
funds
Re
£
Grants relief agencies
5,747
Unrestricted
funds
Re
£
Independent examiners remuneration
4,260
Postage and stationery
3,868
Accountancy and legal fees
2,065
Bank charges
-
Advertising
-
5,747
10,193
~~stricted~~
funds
£
3,984
~~stricted~~
funds
£
-
-
-
5
-
3,984
5
2021
£
9,731
2021
£
4,260
3,868
2,065
5
-
9,731
10,198
2020
£
9,071
2020
£
4,560
4,722
8,964
-
313
9,071
18,559

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 2021

10. DIRECT COSTS

Unrestricted
funds
Re
£
Wages
32,930
Diocesan contribution
102,350
Clergy expenses
10,879
Utility costs and insurance
38,539
Repairs & Maintenance
24,334
Major repairs
-
Furniture
-
Donations to St Mary’s Church Melton
Mowbray Development CIO
-
-
Depreciation
-
Other direct costs
22,658
231,690
~~stricted~~
funds
£
-
-
-
1,127
13,460
15,471
2,958
-
9,406
2,014
44,436
2021
£
32,930
102,350
10,879
39,666
37,794
15,471
2,958
-
9,406
24,672
276,126
2020
£
43,451
109,450
10,203
45,179
67,204
264,820
-
-
8,945
12,963
562,215

11. TRUSTEES' REMUNERATION AND BENEFITS

The trustees who make up the Parochial Church Council are considered to be the Key Management Personnel. There was no trustees' remuneration or other benefits for the year ended 31 December 2021 nor for the year ended 31 December 2020 for their work as trustees.

Trustees' expenses

There were no trustees' expenses paid for the year ended 31 December 2021 nor for the year ended 31 December 2020.

12. STAFF COSTS

Wages and salaries
The average monthly number of employees during the year was:
2021
£
32.930
2021
11
2020
£
43,451
2020
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 2021

13. COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES

Unrestricted
funds
£
INCOME AND ENDOWMENTS FROM
Voluntary income, donations and legacies
153,835
Activities for generating funds
44,646
Income from charitable activities
9,711
Investment income
23,143
Total
231,334
EXPENDITURE ON
Raising funds
32,139
Charitable activities
Church activities
254,020
Total
286,159
Net gains/(losses) on investments
11,451
NET INCOME/(EXPENDITURE)
(43,374)
Transfers between funds
(1,034)
Restricted
funds
Total funds
£
£
256,673
410,507
5,254
49,900
-
9,711
58
23,201
261,985
493,319
435
32,574
335,825
589,845
336,260
622,149
-
11,451
(74,275)
(117,649)
1,034
-

Net movement in funds

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

RECONCILIATION OF FUNDS

Total funds brought forward

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

Previous year adjustment

(2,914)

(2,914)

Page 14

TOTAL FUNDS CARRIED FORWARD 786,458 1,215,496 2,001,954

Page 14

THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF MELTON MOWBRAY

NOTES TO THE FINANCIAL STATEMENTS - CONTINUED FOR THE YEAR ENDED 31 DECEMBER 2021

14.
TANGIBLE FIXED ASSETS
3 Church
Terrace
£
COST
At 1 January 2021
128,000
Revaluations
28,000
Additions
-
Disposals
-
At 31 December 2021
156,000
DEPRECIATION
At 1 January 2021
-
Charge for year
-
Charge on disposals
At 31 December 2021
-
NET BOOK VALUE
At 31 December 2021
156,000
At 31 December 2020
128,000
15.
FIXED ASSET INVESTMENTS
MARKET VALUE
At 1 January 2021
Disposals
Revaluations
At 31 December 2021
NET BOOK VALUE
At 31 December 2021
At 31 December 2020
16.
STOCKS
Stocks
17.
DEBTORS
Amounts falling due within one year:
Taxes recoverable
Other debtors
Prepayments and accrued income
3 Church
Terrace
£
128,000
28,000
-
-
156,000
-
-
-
156,000
Thorpe
Arnold Hall
Furniture
and
equipment
Totals
£
£
£
£
863,082
165,224
14,159
1,170,465
-
-
-
28,000
-
-
-
-
-
-
-
-
863,082
165,224
14,159
1,198,465
-
90,834
12,531
103,365
-
8,261
684
8,945
-
99,095
13,215
112,310
863,082
66,129
944
1,086,155
863,082
74,390
1,628
1,067,100
CBF
investment
funds
£
556,268
-
75,266
631,534
631,534
556,268
2021
2020
£
£
354
821
27,427
24,322
2021
2020
£
£
6,950
9,628
1,932
20,477
12,762
128,000

Page 15

Page 15

THE PAROCHIAL CHURCH COUNCIL OF THE

ECCLESIASTICAL PARISH OF MELTON MOWBRAY

NOTES TO THE FINANCIAL STATEMENTS - CONTINUED FOR THE YEAR ENDED 31 DECEMBER 2021

17. DEBTORS

18.
CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
Amounts falling due after more than one
year:
2021
£
Other debtors
-
Prepayments and accrued income
-
2021
£
Accruals
50,895
Other creditors
-
-
50,895
2020
£
-
-
2020
£
59,590
-
-
59,590

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
Mary’s Placegeneral
At 1.1.21
Net
movement
in funds
£
£
13,575
4,647
4,721
(316)
722,027
43,138
14,506
(2,284)
10,849
2,747
6,033
2,279
14,747
3,612
786,458
53,823
Transfers
between
funds
At 31.12.21
£
£
-
18,222
-
4,405
-
765,165
-
12,222
-
13,596
-
8,312
-
18,359
-
840,281

Restricted funds

Melton Mowbray: St Mary's 199,588 12,466

98,258

(8,755)

89,503 Thorpe Arnold: St Mary The Virgin - Bread Fund

861

378

1,239 Thorpe Arnold: St Mary The Virgin - Building/ organ fund

Page 16

12,371 (3,500) -

8,871 Welby: St Bartholemew's - fabric fund 11,610 (2,574) - 9,036 Education and youth fund 6,976 - - 6,976 Mary;s Place restricted 867,253 - - 867,253 Burton Lazars building cost reserve 18,127 (1,020) - 17,107 Welby: St Bartholemew's – 50-50 Club 452 187 - 639

1,215,496 (2,357) - 1,212,678

TOTAL FUNDS

2,001,954 51,466 -

2,052,959

Page 16

Page 16

THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF MELTON MOWBRAY

NOTES TO THE FINANCIAL STATEMENTS - CONTINUED FOR THE YEAR ENDED 31 DECEMBER 2021

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
Mary’s Place general
Incoming
resources
£
14,171
26,854
679
133,981
75
23,106
6,487
52,909
258,262
Resources
expended
£
(14,171)
(22,207)
(995)
(149,109)
(2,359)
(20,359)
(6,140)
(49,297)
(264,637)
Gains and
losses
Movement in
funds
£
£
-
-
-
4,647
-
(316)
75,266
60,138
-
(2,284)
-
2,747
-
347
-
3,612
75,266
68,891

Restricted funds

Melton Mowbray: St Mary's 34,529 (22,063)

12,466 Thorpe Arnold: St Mary The Virgin - Village hall

3,141

(12,260)

(9,119) Thorpe Arnold: St Mary The Virgin – Bread

fund 730 (560)

170 Thorpe Arnold: St Mary The Virgin - Building/ organ fund 3,467

(6,968)


Page 17

45,575 (48,966) - (3,391)

TOTAL FUNDS

303,837 (313,142) 75,266 65,500

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 2021

21. MOVEMENT IN FUNDS - continued

Comparatives for movement in funds

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

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 Mary’s Place restricted 867,246 7 - 867,253

Page 18

Burton Lazars building cost reserve 38,066 (19,939) - 18,127 Welby: St Bartholemew's - project fund - 452 - 452

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

TOTAL FUNDS

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

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 2021

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
Mary’s Placegeneral
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 19

261,985 (336,260) - (74,375)

TOTAL FUNDS

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

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.

Page 19

THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF MELTON MOWBRAY

NOTES TO THE FINANCIAL STATEMENTS - CONTINUED FOR THE YEAR ENDED 31 DECEMBER 2021

24. FUNDS

Parish Funds:

The Mary’s Place Development Fund is to be spent on the development and upkeep of Mary’s Place.

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