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2022-12-31-accounts

PARISH OF KIRBY MUXLOE SAINT BARTHOLOMEW’S CHURCH ANNUAL REPORT OF THE PAROCHIAL CHURCH COUNCIL FOR THE YEAR ENDED 31 DECEMBER 2022

Administrative information

The Parish of Kirby Muxloe is part of the Diocese of Leicester within the Church of England. The Parish Church of Saint Bartholomew is situated in Main Street, Kirby Muxloe. The correspondence address for the PCC is St Bartholomew’s Church Hall, Main Street, Kirby Muxloe LE9 2AH. The Parochial Church Council (PCC) is registered with the Charity Commission. Its charity number is 1132635.

The Church website is at www.stbartskm.org

• Supporting the worldwide Church

PCC members who have served from 22[nd] May 2022 until the APCM on 28[th] May 2023 are:

Team Rector (Chair): The Revd Gareth Hutchinson,

Associate Minister: The Revd Rob Marsh

Representatives on the Deanery Synod Janet Carpenter Sandra Hubner Hilary Wheeldon Charmaine Odlum (ex officio)

We are a group of ordinary people from diverse backgrounds who welcome others to join with us as we journey together as followers of Jesus Christ. We long for God’s Holy Spirit to transform our lives and communities in ways that show our faith and place God above all things. We express this by:

Parish Wardens: Charmaine Odlum

Elected Members:

Melvyn Cavanagh Andrew Crabtree Paul Eales Sandra Hubner Jan Kirkham (to December 2022) Jeff Kirkham Paula Walton

PCC Standing Committee: Rector: Revd Gareth Hutchinson Churchwarden: Charmaine Odlum Elected: Sandra Hubner Treasurer: Kevin Tansey

Safeguarding Officer: Charmaine Odlum

:

Kirby Muxloe St Bartholomew Parochial Church Council Annual Report 2022

1

Structure, governance and management

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

The Parish is in the Deanery of Sparkenhoe East, and since 2015 is part of the joint Benefice of Desford and Kirby Muxloe, within the ‘Ivanhoe’ Group Ministry which also includes the Benefice of Groby and Ratby.

One or two Churchwardens may be elected by the Annual Meeting of Parishioners. The PCC elects one of its lay members as Vice Chair. It also nominates its Treasurer, Secretary,

Electoral Roll Officer, Safeguarding Officer and Deputy Wardens are not necessarily members of the PCC. In 2022 Kevin Tansey was Treasurer; Paul Eales was Electoral Roll Officer and the Safeguarding Officer was Charmaine Odlum. Andrew Crabtree was responsible for Health & Safety.

The PCC regularly receives reports from its working groups including Pastoral Care; Social; Finance; Fabric; Hall management; Safeguarding, Mission and Worship.

The Standing Committee of the PCC consists of the Rector, Churchwarden(s), Secretary plus further co-options as required.

Objectives and activities

The primary object of the PCC is the promotion of the Gospel of our Lord Jesus Christ according to the doctrines and practices of the Church of England.

Activities of the charity, in accordance with Church of England recommendations, are:

Regular public worship open to all. The provision of sacred space for personal prayer and contemplation. Pastoral work, including visiting the sick and the bereaved. Teaching of Christianity through sermons, courses, and small groups. Taking of religious assemblies in schools. The provision of a youth club with a Christian ethos. Promotion of Christianity through the staging of events and meetings, and the distribution of literature. Promoting the whole mission of the Church through provision of activities for senior citizens, parents and toddlers and other special need groups. Supporting other charities in the UK and overseas.

The PCC has the responsibility of co-operating with the Rector in promoting in the ecclesiastical parish the whole mission of the Church, pastoral, evangelistic, social and ecumenical. It also has maintenance responsibilities for the buildings of St Bartholomew’s Church, Kirby Muxloe (a Grade II* listed building) and its church hall.

The stipend of the Rector was paid by the Diocese of Leicester. The PCC is responsible to the Diocese for ensuring payment of financial contributions, the “Parish Gift”, expected to reflect the real costs of clergy posts, including housing, pension contributions and the costs of training clergy for the future. In addition, the PCC reimburses clergy expenses (including those of the non-stipendiary assistant minister) such as petrol etc. and disburses funds in payment for occasional offices according to the policy of the Church of England.

Kirby Muxloe St Bartholomew Parochial Church Council Annual Report 2022

2

Achievements and performance

Church attendance

At 31st December 2022 there were 91 people on the Church Electoral Roll, 15 of whom were not resident within the parish.

Licensed lay ministers in the parish include Reader Carolyn Winkless.

Sunday services were held each week on an alternating pattern as follows….

Bible & Chat courses. Mothers’ Union met monthly in the church hall. Other regular meetings included ‘Bellringing practice, ‘Solo’ne Rangers’ lunch group and so on, more details of these can be found in the fuller St Bartholomew’s APCM Report.

Paper issues of the church magazine, The Lantern , were produced and distributed by volunteer to around 500 households.

The regular worshipping community is around 60 people, but not all these attend each week and further people attend occasionally, especially at christenings.

During 2022 there were 11 funerals in St Bartholomew’s Church. In addition, members of the Ministry Team conducted a total of 4 funerals at other locations. There were 6 weddings and 12 baptisms in the Church.

In 2022 the following also took place:

Review of the year

The PCC met seven times during the year, in January, March, May, June, August, October, and November, with Standing Committee meeting in January.

We were fortunate at Christmas to be able to hold services including Christingle, Holy Communion, and so on.

We have continued regular assemblies in Kirby Muxloe Primary school, and were excited to welcome them into the church at Christmas for their annual years 6 Carol Services.

The Safeguarding Officer presented a report utilising a new format report introduced the previous year for annual Safeguarding reporting. The report was completed and accepted by the PCC for submission to the Diocese and will continue to be used in the future to measure progress in the management of Safeguarding.

The church is linked with CMS Mission Partners Ben and Katy Ray in Tanzania. The parish sent contributions to the Church Mission Society. Other charities supported through special collections included The Children’s Society.

[Financial Information follows]

Kirby Muxloe St Bartholomew Parochial Church Council Annual Report 2022

3

St Bartholomews Church, Kirby Muxloe

Statement of Financial Activities for the Year Ended 31[st] December 2022 - INCOME/EXPENDITURE

£'s Unrestricted Restricted
Net Income/(Outgoings) 2022 2021
2022 Net movement (6,186.97) 18.43 (6,168.54) (7,916.16)
Balances b/fwd at 01/01/2022 38,119.66 1,360.62 39,480.28
Movement adjustment (2021 debtors/cre) 0.00 0.00 0.00
Movement adjustment (2023 debtors/cre) 0.00 0.00 0.00
Balancing figure 0.00 0.00 0.00
Balances c/fwd at 31/12/2022 31,932.69 1,379.05 33,311.74

Income & Expenditure

INCOME
Ref		 Giving
Other
2022
2021
General
Unrestricted
Restricted
VOLUNTARY INCOME
1
Tax-efficient planned giving
2
Other planned giving
3
Collection at services
4
All other recurring giving
5
All other non-recurring giving
6
All tax recovered
7/8
Legacies/Grants received		 22,782.73
24,827.70
2,752.59
3,417.91
1,544.54
1,001.41
3,577.16
1,215.59
1,874.58
2,930.38
0.00
0.00
6,256.12
6,335.14
0.00
0.00
1,874.58
6,256.12
0.00
22,782.73
2,752.59
1,544.54
3,577.16
ACTIVITIES FOR GENERATING FUNDS
9
Fund raising		 1,178.32
0.00
1,178.32
273.92
0.00
INCOME FROM INVESTMENTS
10
Dividends, interest		 18.43
500.53
144.08
482.10
CHURCH ACTIVITIES
11
Fees retained
12
Church & Hall lettings
13
Parish Office
14
Magazine		 6,672.00
6,267.00
11,086.10
4,917.66
0.00
0.00
4,237.30
2,405.75
0.00
4,237.30
6,672.00
11,086.10
Diocesan Fees for Clergy 3,770.00
4,458.00
3,770.00
15
Other income sources
TOTAL INCOME
EXPENDITURE
Ref		 2,000.00
2,205.00
5.84
3,178.32
18.43
68,436.97
58,200.38
2022
2021
205.00
65,240.22
FUNDRAISING COSTS
17
Fundraising costs		 0.00
0.00
0.00
CHARITABLE ACTIVITIES
18
Mission giving and donations		 1,178.32
1,178.32
300.17
0.00
CHURCH ACTIVITIES
19
Parish share
20
Salaries*
21
Expenses, Training & Mission
22
Church running expenses
23
Church utility bills
24
Costs of trading		 35,000.00
35,000.00
4,080.65
3,845.44
1,821.51
1,331.64
7,878.22
5,706.76
3,920.92
2,905.47
9,681.69
3,639.15
3,920.92
9,681.69
35,000.00
4,080.65
1,821.51
7,878.22
GOVERNANCE COSTS
25
Governance costs		 200.00
175.00
200.00
Diocesan Fees for Clergy 3,770.00
4,458.00
3,770.00
MAJOR CAPITAL EXPENDITURE
26
Major repairs to the church
27
Major repairs to the hall
28
New Building / Capital expenditure
29
Magazine
28
Other
TOTAL EXPENDITURE
TOTAL NET MOVEMENT*		 80.00
534.86
0.00
3,224.00
0.00
0.00
4,834.20
4,800.00
2,000.00
2,160.00
196.05
3,178.32
0.00
74,605.51
66,116.54
0.00
18.43
(6,168.54)
(7,916.16)
160.00
71,427.19
(6,186.97)
4,834.20
80.00
0.00
0.00

The accounts have been independently examined by Margaret Palmer on 27th February 2023

Signed:

Date: 12th March 2023

Treasurer (Dr. Kevin Tansey)

St Bartholomews Church, Kirby Muxloe

Statement of Financial Activities for the Year Ended 31[st] December 2022 - BALANCE SHEET

STATEMENT OF ASSETS & LIABILITIES at 31st December 2022

----- Start of picture text -----
ACCUMULATED FUNDS general restricted total
Balance at 01/01/22 41,550.03 (2,069.75) 39,480.28
Surplus/deficit for year (6,186.97) 18.43 (6,168.54) Check
Balance at 31/12/22 totals 35,363.06 (2,051.32) 33,311.74 33,311.74
MONETARY ASSETS general restricted total
Santander current 5,828.34 0.00 5,828.34
Cash 0.00 0.00 0.00
CBF Deposit Fund 26,063.16 1,420.24 27,483.40 Check
Sub-total 31,891.50 1,420.24 33,311.74 33,311.74
Debtors at 01/01/23 0.00 0.00
Creditors at 01/01/23 0.00 0.00
After debtor/creditor movement totals 31,891.50 1,420.24 33,311.74 33,311.74
Statement of funds
Cash Cash at 1/1/22 0.00
Cash at 31/12/22 0.00
Santander current
Balance at 1/1/22 6,856.31
many transactions
Balance at 31/12/22 5,828.34
CBF deposit LDBoF Fabric Fund
Balance at 1/1/22 25,592.07 Balance at 1/1/22 1,401.81
interest 471.09 interest 18.43
Transfers in 2022 0.00 Transfers in 2022 0.00
Balance at 31/12/22 26,063.16 Balance at 31/12/22 1,420.24
Bank Balance at 31/12/21 5,395.18
Outstanding cheques
at 31/12/22 (6,102.89)
Outstanding credits
at 31/12/22 6,536.05
RESTRICTED funds total 1,420.24
UNRESTRICTED funds total 31,891.50
Carry forward bank balance all outstanding paid 5,828.34
----- End of picture text -----

Margaret Palmer on the 27th February 2023

The accounts have been independently examined by

Signed:

Date: 12th March 2023

Treasurer (Dr. Kevin Tansey)

Margaret Palmer

9 Hewitt Drive Kirby Muxloe

Leicester

LE9 2EB

St Bartholomew's Kirby Muxloe PCC

C/o Church Hall

Kirby Muxloe

Leicester

LE9 2EB

27[th] February 2023

Dear Kevin Tansey

I have independently examined the records for St Bartholomew's Church, checking the data for debtor's and creditor's has been correctly entered onto the spreadsheet for 2022. The bank account has been reconciled, showing the correct opening and closing balances for the year 2022.

A full audit has not been undertaken.

Notes:

It is important that expense claims are checked before payment is made. Receipts must be produced for all purchases on the claims form.

All calculations and totals should also be checked to ensure they agree to the claim amount.

Payment of £35 each month received from CAF however there is no paperwork to identify the reason for the income. Although these are re-occurring payments paperwork at the beginning of the year should be provide by the Company in relation to the income.

It is not good practice for

to be giving temporary personal funds to the church.

Consideration should be given to the increase in expenditure in relation the decrease in income.

On checking the accounts to the 2022 spreadsheet, the following items were identified as having discrepancies or paperwork missing:

----- Start of picture text -----
Date Amount Identifier Description
8.2.22 173.67 422560 NSM Widdowson + 01/22 Exp (i4/2) – Overpayment of £3.40 as Costa
Coffee shows £0.00 therefore no monies paid. No receipt for parking at Bradgate
Park £3.00.
8.3.22 59.67 422565 (02/22) Exp. (i5/3) - No receipt for coffee and chat @ Desford for £1.
21.3.22 154.74 422566 (02/22) Exp. (i5/3) - Overpayment of 12p additional lent books 5
@ 6.50 is £32.50 divided by 2 = £16.25, however £16.37 claimed.
21.3.22 154.74 422566 (02/22) Exp. (i5/3) - Is the conversion from dollars to sterling the
actual amount charged. Paperwork is showing a dollar rate which does not equate
to the claim made and therefore would create an overpayment of 88p. All claims
should be for the actual amount spent.
5.4.22 368.88 422577 (Wedd NSM)+03/22 Exp. (i2/4) – Underpayment of £2.70 as claim
shows 4 visits @ 2.70 but only 3 claimed.
6.5.22 495.00 422586 04 Exp.+3x Funeral NSM (i4/5) - No breakdown attached for the 223
miles claimed.
7.5.22 285.75 422601 05/22 Exp.+ Wedding NSM (i3/6) - No receipts for £10 colour printing
and £6 Three wick candle.
26.5.22 50.00 422596 Hall Hire Refund ( ) - No paperwork for this refund.
18.10.22 109.57 422641 (09/22) Exp. (i8/10) - Is the conversion from dollars to sterling the
actual amount charged. Paperwork is showing a dollar rate which does not equate
to the claim made and therefore would create an underpayment of £4.18. All
claims should be for the actual amount spent.
7.9.22 89.35 422631 NSM Fun+08/22 Exp (i3/9) - No receipt for £6.95 Audio Lead.
10.11.22 86.84 422653 10/22 Exp. (i5/11) - Overpayment of 50p as Jenno’s receipt shows £3.00
not £3.50 as claimed.
14.12.22 128.94 422669 NSM + 11/22 Exp. (i4/12) - No receipts for £5.80 Coffee at Wild Cafe
and £3.00 Park and Ride.
31.12.22 35.95 422683 12/22 Exp - Overpayment of 35p as Books for all age service
should be £9.64 not £9.99.
----- End of picture text -----

Closing Balances for 2022

Creditors

----- Start of picture text -----
Date Name Amount Number
4.12.22 Funeral Verger 45.00 Cheque 422670
31.12.22 Church Expenses 21.67 Cheque 422676
31.12.22 (12/22) Fee & Exp. 90.80 Cheque 422677
31.12.22 12/22 Exp 101.98 Cheque 422678
31.12.22 M. Bown & Co Ltd Insurance 3,130.60 Cheque 422679
31.12.22 Spot On Ltd Hall Clean 12/22 260.00 Cheque 422680
31.12.22 Praise Mercy Hall Cleaning-12/22 60.00 Cheque 422681
31.12.22 12/22 Exp 35.95 Cheque 422683
31.12.22 Children's Society - Christingle 245.09 Cheque 422687
31.12.22 Ben & Katy Ray Cards - CMS 111.80 Cheque 422688
31.12.22 - Temporary Funds Return 2,000.00 Cheque 422689
TOTAL 6,102.89
Debtors
Date Description Amount
5.1.22 Cheques banked December on statement 272.11
January
6.1.22 Little Cooks Hall Hire (11-12/22) 193.75
6.1.22 My Tribe Hall Hire (11-12/22) 87.50
9.1.22 Lantern Advert Vista 104.00
1.2.22 HMRC Gift Aid Payment 5,706.69
1.2.22 Funeral (Howkins) Burial of Ashes 172.00
TOTAL 6,536.05
----- End of picture text -----

Yours sincerely

Margaret Palmer