Annual Report and Financial Statements of the Parochial Church Council of Great Barr st For the year ended 31 December 2024
DIOCESE OF LICHFIELD The Parochial Church Council of Great Barr Trustees, Annual Report for the year ended 31st December 2024 Objectives and Activities The Parochial Church Council of Great Barr (the PCC) has the responsibility of co-operating with the incumbent, the Reverend Colin Such, in promoting in the ecclesiastical parish, the whole mission of the Church, pastoral, evangelical, social and ecumenical. The PCC is also responsible for the maintenance of St. Margaret's Church together with the churcli hall and churchyard. The PCC is committed to enabling as many people as possible to worship at our church and to become part of our parish community at Great Barr The PCC maintains an overview of worship throughout the parish and makes suggestions on how our services can involve the many groups that live within our parish. Our services and worship put faith into practice through prayer, scripture, music and sacrament. Also, through nonsacramental activities of hospitality and fellowship we aim to reach non churched members of the community. Public Benefit The trustees of the PCC are aware of the Charity Commission's guidance on public benefit in The Advancernent of Religion for the Public Benefit and have had regard to it in their administration of the Charity The trustees believe that, by promoting the work of the Church of England in the EcGlesiastical Parish of Great Barr it helps to promote the whole mission of the Church (pastoral, evangelistic, social and ecumenical) more effectively, within the Ecclesiastical Parish, and that in doing so it provides a benefit to the public by: Providing facilities for public worship, pastoral care and spiritual, moral and intellectual development, both for its members and for anyone who wishes to benefit from what the Church offers: and Promoting Christian values and service by members of the Church in and to their communities, to the benefit of individuals and society as a whole. The Charity also has the responsibility of maintaining the Parish Church of St. Margaret, in Chapel Lane, the support of our Church School (St. Margaret's CE (A) Primary School, Birmingham Road, Great Barr) and the sponsorship of the associated Scout and Guide groups. Achievements and Performance Church attendance The Electoral Roll increased slightly for 2024 to 215. The average adult Sunday attendance for 2024 increased to 61 including the Remembrance Service 270+ (42 in 2023) The average number of children attending increased to 20 through C@Ch (Children in Church) and the Uniformed Organisations. The average attendance at the Thursday morning Communion service remained the same as last year at 20 regulars. Easter was better with 115 attending { 110 in 2023) and 118 at Christmas (141 in 2023).
There were 15 (15 in 2023) baptisms, 2 weddings: O blessings of marriage & 1 marriage thanksgivings during the year as well as 12 Funerals in church and 11 at the Crematorium & 12 Committals or Interment of Ashes. Review of the Year This year has been a particularly difficult year for wardens and the whole church community due in part to the retirement at the end of August 2023 of our vicar Martin. Since Martin's retirement we were initially supported by 2 Pastoral Support Clergy appointed by the Archdeacon, namely Revd Colin Such appointed Minister in Charge, and Revd lan Carmichael as Pastoral Support Clergy Unfortunately, following 2 disastrous AGMS where nothing was really resolved, both Colin and lan subsequently resigned leaving the 2 churchwardens to manage the day to day of the church. June has done a splendid job making sure we have a minister to conduct the services and spent a lot of time trying to find local ministers to officiate at church services, a job not being made easier because of the number of other churches going through similar problems reducing the pool of potential ministers available to help. Thanks go to all current and retired ministers who have stepped in to take services and keep the church going in this difficult time. The task was made more difficult due to the health problems of Peter who was forced to take a more restricted role in the Ghurch affairs The position of "Vacancy" has made making decisions on policy or any forward planning impossible, with the PCC effectively suspended and the churchwardens in limbo as anything has to be approved by the Minister In Charge and we currently do not have anyone we can turn to for help and guidance. It is hoped that these matters can be resolved in 2025. Financial Review Year Ending 31 December 2024 2024 was another difficult year for the PCC financially We were almost entirely reliant on regular donations via the monthly and weekly envelopes or Direct Debiti standing Order commitments by member of the congregation for which we are very grateful. This has helped considerably to maintain some form of income stream, but more is needed so we encourage anyone who can to increase their regular donations. We would also ask that anyone who pays income tax and is able to do so gives permission for Gift Aid to be claimed by the Ghurch on their donations.as this effectively adds 25p to every £1 donated. Our investments continue to provide healthy returns, but any sales of shares reduce the value of our investment and consequently reduces the dividends payable. We do receive help in the form of grants from St Margaret's School towards the cost of employing Ihe Children's Worker, and the Great Barr Church Lands Trust have been very generous once again with grants to help in various maintenance projeGts for the church and churchyard, and hopefully they will continue to support the church. Fundraising The PCC takes it fundraising responsibilities seriously and is very grateful to all donors - whether regular or occasional - for their 5UPPOrt of the church and church events. PCC supporters are never taken for granted. The PCC take full responsibility for fundraising and do not use cornmercial organisations or professiona fundraisers. All money raised is either by donations. fundraising events, special appeals or legacies for which the PCC are most grateful. We were able to hold some fund-raising activities during in the year, but the economic climate and the absence of so many people available to help raising nearly £3,500 in total. One of the most Successful events was the Whisky Tasting evening run by Alan Humpage raising £184. Another successful event was the Afternoon Tea with music and tea prepared and served by Brenda Hatfield and her ladies at the Memorial Hall that raised £593. The Easter Bunny Hunt organised by Chris and Brenda Bird, with additional activities for the children provided by Georgina and Louise from Children @ Church raised £40. The Surnmer Fete raised £1, 320.10 and the Summer Draw £562.10. the Christmas Fayre raised £802, and the Christmas
Hamper Draw £175. The return of the Brass Band Concert with a new band was very well received and raised £315. Voluntary Donations and Plate receipts raised £11.635. Fabric Report Year Ending 31 December 2024 Building and Churchyard Maintenance General Maintenance and repair of the building is an ongoing problem but thankfully there were no major problems this year. For a Grade 11 Listed Building the fabric is in remarkable condition. The main expenditure was due to regular maintenance and inspection of services. The refurbishment of the roof, together with the rainwater goods and stonework in 2019 means that the exterior of the church is sound and should not require much maintenance for some time. One of the items highlighted in the 2021 Quinquennial Report for urgent action is the upgrade of the lighting system to replace existing lighting fixtures with LCD equivalents. This would not only make the system safer but should be more efficient and reduce electricity usage. We were hoping that this would be done this year but unfortunately this has not been possible. The main cause of delay is being able to employ an electrician with access to suitable scaffolding to deal with high level installations that can be moved around the Ghurch at a price we can afford. Another area needing attention is internal decoration, particularly where water penetration in the past has caused the plaster to peel, exposing bare stonework. The architect's provisional estimation of the Cost of redecoration is in the region of £50,000 and at present we cannot afford this. Maintenance of the chLirchyard 15 another major expense, but we do have an obligation to keep the churchyard in reasonable condition. Mark Room, our part time contractor, is employed for 20 hours a week mainly to look after the ashes site and the newer burial plots, and the rest of the site where possible. The area close to the church is maintained mainly by our dedicated vo5unteers, Chris and Brenda Bird, and the lawn mown by Vic Wiles. The trees surrounding the churchyard are nearly all subject to Tree Preservation Orders and so must be maintained regularly to ensure they remain structurally safe. Thanks to the help of many volunteers the churchyard remained beautiful throughout the year and in fact were awarded two awards from Lichfield Diocese for their high standards of maintenance and conservation.. a Gold Award for Lichfield Churchyards and a Nature Friendly Award. The churchyard was also commended for its general standard of maintenance particularly because it is the second largest churchyard in the Diocese and therefore is harder to maintain than other smaller churchyards. Special thanks go to Mark for his efforts and also to Chris and Brenda Bird who turn up every week to maintain the front drive and the area at the rear of the Meeting Room. Thanks also to Vic Vviles for mowing the front lawn and all the other volunteers who give their time freely to help the church. Worship and Prayer Not all services resumed since the pandemic and with the retirement of Rev Rutter the opportunity to restore services remained lirnited. As such services were limited to a Thursday morning BCP Communion, Children in Church (ably led by Georgina) fortnightly on a Sunday at 9.30am and the main Sunday service at 11 am alternating between BCP Matins and Common Worship Communion. Retired and Deanery Clergy very kindly stepped in to take services following Rev Rutter's retirement and we are very grateful to them and also to Preb lan Cardinal as Pastoral Support priest. New congregational service books were introduced for the Sunday services, the choir resumed singing whilst robed in the choir stalls from time to time, and the Common Worship Lectionary adopted for use at the Sunday services whilst the Thursday service uses the BCP provision for the previous Sunday (save on major feast and holy days.) Things are picking up and attendances in church are slowly getting back to normal. The church continues to provide a strong and comforting spiritual and pastoral service to our regular congregation and to the local community. including those who may only attend church occasionally, that is much appreciated as evidenced by the many letters and comments received. Examples of such letters include
the following. Thank you for being a big part in making our wedding day special and for welcoming us into your beautiful church" Thank you for all the care and support you all gave to us throughout the sad time we went through earlier this year. The church service left us feeling very peaceful. We really appreciate your attention to detail, kindness and above all a sense of humour which helped us keep a sense of normality - Thank You" Throughout 2024, as well as the Intercessions within our weekly worship services (according to the prayer rota}, Jose Broomhead had continued to pray regularly for our Church, Parish and individuals requesting specific iterns of prayer (the telephone contact number is in the Parish Magazine under "Pray Together" for those wishing to make requests). In addition, we have returned and continue with our Service of Spiritual Wholeness led by Jose and Alan Humpage, that takes place on the first Saturday of the month in church at 10.30 am. All are welcome to a time of prayer and reflection on scripture, whilst being still in the presence of our God and listening to His voice. Deanery Synod Deanery meetings began in February at St. Peter's, Stafford Street with talks on Shaping for Mission and the Greenhouse Project (Fresh Expressions). It was noted that the deanery officers (Secretary, Treasurer and Lay Chair) were all standing down and nominations were needed to replace these three long serving members. The May meeting took place at St. Martin's Church, Sutton Road, with a talk given by Revd Paul Thomas, Archdeacon of Salop on "The kingdom of God" The Archdeacon's Visitation took place at All Saints,, th Bloxwich on 6th June and the summer Eucharist at St. Paul's, the crossing on 5 July Synod met again on 7th Septernber at St. Thomas, Aldridge for an interesting and interactive talk on "Difference" and reconciliation. The year ended with the Advent Reflection given by the Archdeacon of Walsall at St. John'5, Walsall Wood. Bible Study The Bible study switched from being online to live from the start of September, studying the Gospel of St Luke. In 2024 we shall start studying the Book of Genesis. All are welcome once a fortnight for about an hour and a half in an informal atmosphere (no examl). William Horrell Choir and music. Following some disruption in the aftermath of the vicar's retirement the choir were "back in business" for Christmas events ably led by Sheila the choir seeks to augment our worship on Sunday mornings and at other special events. In order to provide some certainty, given the lack of a vicar and the opportunities for confusion when visiting clergy kindly help out, Rev'd Such took over the selection of hymns and the schedule of services. We thank Sheila for her continued playing and hope to grow our choir and music ministry in the year ahead. Despite our best efforts to cut back on unnecessary expenditure costs still increased and will continue to increase. The main problem areas are.. 1. Parish Share Payments The Parish Share (now known as Common Fund) for 2024 was originally set at £59,315 but following a meeting with the Diocesan Board of Finance a Special Agreement was agreed to reduce the amount to £43,860. The Diocese proposed that if the PCC paid a least £14,620 by the end of the year then the Board would write off a further £11.290 which would be set against the outstanding arrears from previous years We managed to pay £15,000, above the amount as requested. 2. Gas and Electricity Gas and electricity costs continue to rise and are likely to get much worse in the future. The Treasurer has agreed new contracts for both Gas and Electricity. The Electricity contract is for 2 years from 1st January 2024 at a fixed rate based on advice from our adviser. The price is higher than last year as
expected but is still the lowest available from a main supplier. The gas contract is for 3 years from April 2024 and is in fact cheaper than we are currently paying. 3. Staff Costs After the Parish Share contribution, of which much has been said before, Staff costs are probably OLir biggest expenditure. The salaries of our 3 Part time employees are affected by the minimum wage arrangements determined by the government plus the corresponding tax and National Insurance contributions and pension plans. We cannot see that we can cut down on the hours we eFnploy our remaining staff following the ietirement of the Parish administrator in May without severely reducing the service they provide. Charitable Activities In spite of the restrictions on income, The PCC were still able to give £270.96 to the Children's Society, £52.98 in support of Mercy Ships and £97.79 to the Tear Fund. Reserves Policy It is PCC policy to try to maintain a balance on free reserves {net current assets) which equates to at least three months unrestricted payments. This is equivalent to £10,000. It is held to smooth out fluctuations in cash flow and to meet emergencies. Investment Policy The charity is granted power to invest in suitable investments under the PCC Powers Measure 1956 and the Trustees Act 2000, As a Charity, the Trustees have a duty of care to take such advice as is appropriate before investments are undertaken. This advice is sought from the Central Board of Finance (CCLA) in London. The charity's investment policies are based on key principles. Ethical Investment - this includes ensuring that investments are held in companies which have high standards of corporate governance and act in a responsible way towards stakeholders. Long-term responsibilities - the trustees are aware of their long-term responsibi5ities in respect of the Restricted and Unrestricted reserves and as a result follow a prudent approach to investment decisions. Investment poSicy for long-term funds is aimed primarily at generating a sustainable income, with due regard to the need for the preservation of capital value. and the possible need to realise investments to meet operational needs. The charity does not have a policy of generating income at excessive or high risk- known as "purchasing income" where high returns are guaranteed at the expense of capital. In summary, the charity has an overall policy to maximise income while preserving the real value of its funds. Due to the nature of the charity, an ethical investment policy is taken into consideration when investments are made.. The charity follows the Ethical Investment Advisory policy as recommended by the Lichfield Diocese which includes the following- "We aim to invest in companies that.. will develop their business in the interests of shareholders., demonstrate responsible employment practices.. are conscientious concerning issues of corporate governance, the environment and human rights; are sensitive to the community in which they operate. Planned giving, collections and donations are the main sources of fund raising alona with tax recoverable.
Safeguarding The PCC believe they have fulfilled their duty under section 5 of the Safeguarding and Clergy Discipline Measure 2016 (duty to have due regard to House of Bishops, guidance on safeguarding children and vulnerable adults). Reporting Serious Incidents A Serious Incident is an adverse event, whether actual or alleged, which results in or risks significant harm to the charity's beneficiaries, employees, off ice holders, volunteers or to others who come into contact with the charity through its work, loss of the charity's money or assets, damage to the charity s property or harm to the charity's work or reputation. The trustees are not aware of any Serious Incidents in the last year. Future Plans Our immediate plans are to find a new vicar. We hope to put together the parish profile and job and person specifications as soon as we can and advertise the post in the hope that a new incumbent will be in post by next year. In the meantime we seek to continue and grow our links with the schools and youth organisations. Risk Management The Church Wardens carry out regular Health and Safety Reviews and regularly inspect premises for potential hazards. We have safeguarding policies in place for child protection and for work with vulnerable adults, including rigorous DBS checking of staff and volunteers. Our insurances are reviewed annually to ensure adequate cover. An informal review of any new risks which may impact the work of the Church in the Parish is ongoing. Structure, Governance and Management The PCC is a Body Corporate established by the Church of England and is a Charity registered with the Charity Commission. The PCC is governed by the Parochial Church Council Powers Measure (1956> as amended that came into effect on 2nd January 1957, and the Church Representation Rules (contained in Schedule 3 to the Synodical Government Measure 1969 as amended). The method of appointment of the PCC members is set out in the Church Representation Rules. The Council comprises the Incumbent, the Churchwardens, those elected to the Deanery Synod, and other members who are elected at the Annual Parochial Church Meeting, by those on the Electoral Roll. The PCC members receive training from courses run by the Diocese. Members of the congregation are always urged to join the Electoral Roll, and to stand for election to the PCC. The PCC members are responsible for making decisions on all matters of general concern and importance in the parish, and for all financial matters. The PCC meet six times a year. Given its responsibilities, the PCC has a number of sub committees, each dealing with a particular aspect of parish life. Each reports back to the PCC with the minutes of their meetings. Reference and Administrative details st. Margaret's Church is 51tuated in Chapel Lane, Great Barr. It is part of the Diocese of Lichfield, within the Church of England. The Correspondence address is.. The Parish Office, St. Margaret's Church, Chapel Lane, Great Barr, Birmingham B43 7BA The Parochial Church Council (PCC) is a charity registered with the Charity Commission. Charity No. 1132892. Our website address is: https.Ilwww.stmargaretsgreatbarr.org.uk PCC members who have se)ved from 1" January 2023 until the date this report was approved were.
Ex Officio Members In Vacancy The Reverend Colin SuGh (Chairman - Appointed 2719123 resigned 3117124) Minister in Charge Reader Churchwardens Mrs JA Aubrook Mr PJ Clark (also Treasurer) Mr A Humpage Mrs M Hutnpage Mr S Borgazzi (PCC secretary trom 11112123) Mr M Room (also paid as part time churchyard maintenanGe contractor) Mr V Wiles (also Deputy Warden) Mrs C Aston Mrs 8 Hatfield (PSO) Miss P Millward Mrs R Smilh Mr D Clive (Co-opted as from 1217123) Mr T W Horrell Mrs K Underwood Mrs C Adams Mrs J Thynne Deanery Synod reps Elected Members Approved by the PCC on 7th March 2024 and signed on its behalf by.. Reverend Colin Such (Chairman) ice Chairmanlsecretary etc) C>LL
Churchwardens, Report Year Ending 31 December 2024 This year has been a particularly difficult year for wardens and the whole church community due in part to the retirement at the end of August 2023 of our vicar Martin. Since Martin's retirement we were initially supported by 2 Pastoral Support Clergy appointed by the Archdeacon, namely Revd Colin Such appointed Minister in Charge, and Revd lan Carmichael as Pastoral Support Clergy. Unfortunately, following 2 disastrous AGMS where nothing was really resolved, both Colin and lan subsequently resigned leaving the 2 churchwardens to manage the day to day of the church. June has done a splendid job making sure we have a minister to conduct the services and spent a lot of time trying to find local ministers lo officiate at church services, a job not being made easier because of the number of other churches going through similar problems reducing the pool of potential ministers available to help. Thanks go to all current and retired ministers who have stepped in to take services and keep the church going in this difficult time. The task was made more difficult due to the health problems of Peter who was forced to take a more restricted role in the church affairs The position of "Vacancy, has made making decisions on policy or any foward planning impossible, with the PCC effectively suspended and the churchwardens in limbo as anything has to be approved by the Minister In Charge and we currently do not have anyone we can turn to for help and guidance. It is hoped that these matters can be resolved in 2025. The Wardens have been supported by many members of the church community without whose help it would have been impossible. Vic Wiles {Deputy Warden). William Horrell as Deputy Chair of the PCC occasionally assists the minister administer communion and on occasions has led the service when no official member of the clergy was available. Heather Allen, retired as our Parish Administrator and Lisa Comley-Burke has come in regularly as a volunteerto help in the office and help Peterwith some aspects of Finance and book-keeping Sheila Ward continues to stand in as volunteer organist and choir leader in the absence of a permanent appointment to this post and we thank her for this. Gillian Savage has also stood in as organist when Sheila was unable to attend. Diane Cooke has assumed responsibility for cleaning the church and meeting room for which we are extremely grateful. Bill Knight continued to perform his duties as verger with enthusiasm and diligence. Sheila Carrington and the members of the Guild provide floral decoration and clean the brasses and Carol Adams runs the greetings card sales. Thanks go to all these valued members of our team and to everyone who has supported us in so many ways. Special thanks go to Ann Reeves who has accepted responsibility for preparing the service sheets. and keeping the Parish Magazine updated. The church continues to provide a strong and comforting spiritual and pastoral service to our regular congregation and to the local community, including those who may only attend church occasionally, that is much appreciated as evidenced by the many letters and comments received. Examples of such letters include the following. Thank you for being a big part in making our wedding day special and for welcoming us into your beautiful church"; "Thank you for all the care and support you all gave to us throughout the sad time we went through earlier this year. The church service left us feeling very peaceful. We really appreciate your attention to detail, kindness and above all a sense of humour which helped us keep a sense of normality - Thank You" It has been an honour and a pleasure to serve as Churchwardens again in this our final year, and we thank the PCC, and all the other people who have helped us support the church. Time to take a well earned rest. June Aubrook Peter Clark Churchwardens
FinanGial Report Year Ending 31 December 2024 2024 was another difficult year for the PCC financially. We were almost entirely reliant on regular donations via the monthly and weekly envelopes or Direct Debiu Standing Order commitments by member of the congregation for which we are very grateful. This has helped considerably to maintain some form of income stream. but more is needed so we encourage anyone who can to increase their regular donaiions. We would also ask that anyone who pays inGome tax and is able ta do so gives permission for Gift Aid to be Glaimed by the church on their donations.as this effectively adds 25p to every £1 donated. Our investments continue to provide healthy returns, but any sales of shares reduce the value of our investment and consequently reduces the dividends payable. We do receive help in the form of grants from St Margaret's School towards the cost of employing the Children's Worker, and the Great Barr Church Lands Trust have been very generous once again with grants to help in various maintenanGe projects for the church and churchyard, and hopefully they will continue to support the church. We were able to hold some fund-raising activities during in the year, but the economic climate and the absence of so many people available to help raising nearly £3,500 in total. One of the most successful events was the Whisky Tasting evening run by Alan Humpage raising £184. Another successful event was the Afternoon Tea with music and tea prepared and served by Brenda Hatfield and her ladies at the Memorial Hall that raised £593. The Easter Bunny Hunt organised by Chris and Brenda Bird, with additional activities for the children provided by Georgina and Louise from Children @ Church raised £40. The Summer Fete raised £1, 320.10 and the Summer Draw £562.10, the Christmas Fayre raised £802, and the Christmas Hamper Draw £175. The return of the Brass Band Concert with a new band was very well received and raised £315. Voluntary Donations and Plate receipts raised £11,635. Despite our best efforts to cut back on unnecessary expenditure costs still increased and will continue to increase. The main problem areas are.. 1. Parish Share Payments The Parish Share (now known as Common Fund) for 2024 was originally set at £59,315 but following a meeting with the Diocesan Board of Finance a Special Agreement was agreed to reduce the amount to £43,860. The Diocese proposed that if the PCC paid a least £14,620 by the end of the year then the Board would write off a further £11,290 which would be set against the outstanding arrears from previous years We managed to pay £15.000,above the amount as requested. 2. Gas and Electricity Gas and electricity costs continue to rise and are likely to get much worse in the future. The Treasurer has agreed new contracts for both Gas and Electricity. The Electricity contract is for 2 years from 1 January 2024 at a fixed rate based on advice from our adviser. The price is higher than last year as expected but is still the lowest available from a main supplier. The gas contract is for 3 years from April 2024 and is in fact cheaper than we are currently paying. st 3. Staff Costs After the Parish Share contribution, of which much has been said before, Staff costs are probably our biggest expenditure. The salaries of our 2 Part time employees are affected by the minimum wage arrangements determined by the government plus the corresponding tax and National Insurance Gontributions and pension plans. I cannot see that we can cut down on the hours we employ our staff without severely reducing the service they provide. io
Charitable Activities Vve have not been able to provide the level of financial help to charities that we normally support but we still managed to raise £209 for the Children's Society via the collection boxes and £62 and from the Christingle service. Gifts donated for Harvest Festival were given to St. Basil's charity for the homeless and the Food Bank. We took part in Operation Christmas Child organised by Samaritan's Purse in the shoebox appeal providing gift baxes for struggling families and acted as a collection point for others involved in the scheme. We donated £53 to the Mercy Ships Appeal and £98 for the Tear Fund Harvest appeal. Not all activities provided are Just for fund-raising and community activities are just as important. The church hosted the Parkinson Society annual seNice again this year and the carol service for the Q3 Community Choir, both events much appreciated by the communities involved. The return of the tea and coffee sessions after the services has been welcomed as it provides an opportunity for church members and others to meet and socialise, something that is becoming more difficult for some these days. 2024 looks like being another Ghallenging year financially but with the continued help and support of the church family we will manage to meet all our commitments and hopefully extend our support for the IoGal community. June Aubrook Peter Clark Churchwardens li
Fabric Report Year Ending 31 December 2024 Building and Churchyard Maintenance General Maintenance and repair of the building is an ongoing problem but thankfully there were no major problems this year. For a Grade 11 Listed Building the fabric is in remarkable condition. The main expenditure was due to regular maintenance and inspection of services. Mainter)ance of the churchyard is another major expense, but we do have an obligation to keep the churchyard in reasonable condition. Mark Room. our part time contractor, is employed for 20 hours a week mainly to look after the ashes site and the newer burial plots. and the rest of the site where possibSe. The area close to the church is maintained mainly by our dedicated volunteers, Chris and Brenda Bird, and the lawn mown by Vic Wiles. The trees surrounding the churchyard are nearly all subiect to Tree Preservation Orders and so must be rnaintained regularly to ensure they remain structurally safe. Thanks to the help of many volunteers the churchyard remained beautiful throughout the year and in fact were awarded two awards from LiGhfield Diocese for their high standards of maintenance and conservation.. a Gold Award for LiGhfield Churchyards and a Nature Friendly Award. The churchyard was also Commended for its general standard of maintenance particularly because it is the second largest churchyard in the Diocese and therefore is harder to maintain than other smaller churchyards. Special thanks go to Mark for hi5 efforts and also to Chris and Brenda Bird who turn up every week to maintain the front drive and the area at the rear of the Meeting Room. Thanks also to Vic Wiles for mowing the front lawn and all the other volunteers who give their time freely to help the church. June Aubrook Peter Clark Churchwardens 12
Charity Number 1132892 The Parish of St Margarets Church Great Barr Accounts for the Year ended 31st Dember 2024 FRESSE (SORP) Compliant Worley Pritchard & Co Accountants 34 Hydes Road Wednesbury West Midland5 WSIO 9SY
The Parish of St Margarets Church Great Barr Independent examiner's report on the accounts I report to the trustees of St Margaret's Church, Great Barr Parochtal Church Council {Charity No1132892) on the account5 for the year ended 31st December 2024 set out on pages 2-9. Respective responsibilities of trustees and examiner The charity's trustees are responsible for the preparation of the accounts. The charity's trustees consider that an audit is not required for this year under section 144121 of the Charities Act 2011 (the Charities Act) and that an independent examination is needed. It is my responsibility to: Examine the accounts under section 145 of the Charities Act. To follow the proceedures lald down in the general Directions given by the Charity Commission {under section 14515llbl on the Charities Act, and To state whether particular matters have come to my attention. Basis of independent examiner's Statement My examination was carried out in accordance with general Directions given by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparlson of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from the trustees concerning such matters. The procedure5 undertaken do not provide all the evidence that would be required in an audit, and consequently no opinion is given as to whether the accounts present a 'true and fair, view and the report is limited to those matters set out in the statement below. Independent examlner's statement In connection with my examination, no matter has come to my attention I which gives me reasonable cause to believe that in, any material respect, the requirements: to keep accounting records in accordance with section 130 of the Charities Act; and to prepare accounts which accord with the accountin8 records and comply with the accounting requirements of the Charities Act have not been met; or 2 to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached. Signed: Date 29th July 2025 Worley Pritchard Accountants 34 Hydes Road Wednesbury West Midlands WSIO 95Y page I
The Parish of St Margarets Church Great Barr Financial Statements for the Year Ended 31st December 2024 Statement of Financial Activities Unrestricted Restrirted Fund5 Funds Total Funds 2024 Total Funds 2023 note Incoming Resources Donations and Legacies Charitable Activities Other Trading Activites Investment5 Other 2a 2b 2¢ 2d 2e 50,139 24,695 616 5,036 71 481 50,620 24,695 616 5,036 71 76,769 27,903 674 5,419 642 Total 80,557 481 81,038 111,407 Resources Expended Raising Funds Charitable Activities Other 3a 270 463 93,001 1,307 3b 3c 52,787 249 422 140 Total 53,306 562 53,868 94,771 Net gain/llosses) on investment 1,283 1,283 16,783 Net Income/{Expenditure) 27.251 -81 27,170 16,636 Transfer between Fund5 Net Movements In Funds 28,534 -81 28,453 33,419 Total Funds brought forward 1st January 2024 150,090 4,807 154,897 121,478 Total Funds carrled forward 31st December 2024 178,624 4,726 183,350 154,897 page 2
The Parish of St Margarets Church Great Barr Financial Statements for the Year Ended 31st December 2024 Balance Sheet notes 2024 2023 Flxed Assets Tangible Assets Investment Assets 5(a) 5(b) 177,694 177.694 186,411 186,411 Current Assets Bank current account Cash Lichfield Diocese Board of Finance 14,326 132 9,034 73 14.458 9,107 Llabllltles due In one y•ar Creditors Debtors -13,646 4,844 -8,802 -55,154 14,533 -40,621 Net Current Assetsl(Llablltles) 5,656 -31,514 Llabllltles due after one year Creditors Total Net Assets 183,350 154,897 Parlsh Funds Unrestricted Funds Restricted Funds 178,624 4,726 150,090 4,807 Total 183,350 154,897 The attached notes form part of these financial statements Approved by the PCC on .2025 and signed by .Colin Such, Minister in charge page 3
The Parish of St Margarets Church Great Barr Notes to Financial Statements for the Year Ended 31st December 2024 Accounting Policies The financial statements have been prepared in accordance with the Statement of Recommended Practice for Charities (SORP) and applicable accounting standards (FRSSE) or (FRS102). The financial statements have been prepared under the historical cost convention.The financial statements include all transactions, assets and liabilities for whh 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. Description of Funds Restrlcted funds comprise of two elements :_ a) income from trusts or endowments which may be expended only on those restricted objects provided in the tenns of the trust or bequest b) donations or grants received for a specific object or invited by the PCC for a specific object. 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. The PCC does not usually invest separately for each fund. Where there is no separate investment, interest is apportioned to individual funds on an average balance basis. Unrostrlcted funds are income funds which are to be spent on the PCC'S general purpose. Incomlng Resources Planned giving, collections and donations are recognised when received. Tax refunds are recognised when the incoming resource to which they relate is received. Grants and Legacies are accounted for when the PCC is legally entitled to the amounts due. Dividends are accounted for when receivable, interest is accrued. All other income is recognised when it is receivable. All incoming resources are accounted for gross. Resourc•s Expanded Granls and donations are accounted for when paid over. or when awarded, if that award creates binding or constructive obligation on the PCC. The diocesan parish share is accounted for when due. Amounts received specifically for mission are dealt with as restricted funds. All other expenditure is generally recognised when it is incurred and is accounted for gross. Flxed Assets Consecrated and benefice property is not included in the accounts by s.10{2)(a)&IC) of the Charities Act 2011. Moveable church fumishings 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 2000 there is insufficient cost information available and therefore such assets are not valued in the financial statements. page 4
The Parish of St Margarets Church Great Barr Notes to the Financial Statements for the Year Ended 31st December 2024 2 Income and Endowments from: Unrestricted Restrirted Funds Funds Total Funds 2024 Total Funds 2023 Donations and Legacles Voluntary IncomelRecelpts Tax efficierbt planned giwng Other planned giving Collections al services 17.966 21,151 2,641 30 3,049 All other giving and voluntary receipts including special appeals Gift Aid Recovered Legacies received Grants 6,778 -3,009 5,784 19,979 50,139 451 15,930 13,988 22,651 76,769 481 50,620 Charltsble Actlvltles 2b Church ActJvltl•s Statutory Fees (retained by PCC) Fundraising Aclivlties 21,683 3,012 24,695 23,531 4,372 27,903 24,695 Olher Tradlng A¢tlvllo8 Actlvlt1•8 for Gengratlng Fund Church Hall Hire Parish Magazine 616 616 674 674 616 Investments 2d Dividendo 5,036 5,419 Rent recelved 5,036 5.036 5,419 Other 2e 71 71 642 642 71 Total 80,557 481 81.038 11.407 page 5
The Parish of St Margarets Church Great Barr Notes to the Financial Statements for the Year Ended 31st December 2024 Unrestricted Restricted Total Funds Funds Funds 2024 Total Funds 2023 EXPENDITURE ON: Raising Funds Costs of Generating Income Garden Fete Other fundraising expenses 270 130 333 463 270 270 Charltsble Actlvitles 3b Church Actlvltles Mission giving and donatlons Diocesan Parish Share Salarfeslwages Clergy and Staff Expenses Church Expenjos Church running expenses Church Expense5 (MIUk Church utility bills Cost of trading Major Capital Expendlture Major Repairs to the Church Major Repairs to Church Hall i ew Building Work Governance Costs 422 987 7,107 33,798 2,256 -15,243 25,208 3,430 26,562 7SI 6,783 3.560 25,339 494 14,978 6,200 1,736 52,787 1,842 93,001 422 53,209 Other 249 140 1,307 249 140 389 1,307 Total 53,306 562 53,868 94,771 page 6
The Parish of St Margarets Church Great Barr Notes to the Financial Statements for the Year Ended 31st December 2024 2024 2023 41al Staff Costs Salaroes 25.208 33.798 During the year the PCC employed 3 slaff.. a verger, a parish vrtyker a1 a church office adminislralor. (Church offi Admlnislralor left ¢Juring the yearl 41bl PCC Co•ts The following payments were made to members of the PCC during the financial year P Clark M Room M Room Slalionery & Postage Churchyafd Upkeep Grave Oigg £382 £13,098 £250 61al Flx•d Assets Investrnent property Freehold Bulldlngs Church Equlpmgnt Total At Cost or Valuatlon As at 1 Jan 2023 Addillons in Ihe Year DIspo8al in the Year Value al 31 D8c 2023 Aecumulatsd D•pr•clatlon A8 811 Jan 2023 Chargè for the Year As al 31 Dec 2023 Net Book Value 31112123 Net Book Value 01101123 5{b) Investments Change in M•rket Vilue Addltlons Dlsposals TraSfe 3V1212024 Unroslrlct•d fund• Investrnents 186.411 .10.000 1,283 177.694 Restrlctod fund• Investments Total 186.411 -10.000 1,283 177,694 page 7
The Parish of St Margarets Church Great Barr Notes to the Financial Statements for the Year Ended 315t December 2024 6 Liabilities 2024 2013 Amounts falllng du• In on? ygar Accruals of Ulililies Accrual of pension and HMRC Deblor HMRC Gift Aid refvnd due Other Creditors and accrual$ Parish Share 1.353 I,C8 -1,266 -3,578 2.820 8.465 8.802 2.760 633 -14,533 13,053 38,708 40,621 Amounts falllng du• •ft•r on• y•ar Parish Share 8.802 40.621 7 Anaty818 of Nel A88•ts General Dds Funth T•tal Fixed A88et8 Investrnent Assets Current Assets Current Liabilliigs 177,694 9,732 -8.802 178,624 177.694 14.458 -8.802 183.350 4,726 4.726 8 Funds Roconcllatlon Incomlr¥ R•ryei •tUth4 tpended bet*Y¢n lundi •t 3lllZ124 Unr•4trtctod Fd8 ISO,090 4.807 154,897 80,557 481 81,038 .53,306 -562 -53.868 L283 178.624 4,726 183,350 R•$irlclod Funds Totthl Fund• 1.283 A•stsl¢t•d lund• r•¢d¥•d and •xp•nd•d 2024 2024 recelved expended 2023 Chrfsllan Ald Childrens $o¢lety ¢olleelion8 Royal 8rili8h Legion Fabrlc Fund Turkey E8rthqu8ke Appeal Tgarfund Harvest Appeal New Dlsplay SlarKIs Christingle RNLI18eavers Apwall Chlldren Church Appeal3 M¢Millan Coffee Moming St M8rg8fefs Guild 35. 209.1 4209.(N) 98.IKI -£98.tXI 62.1 62.0) 47.CQ .£53.(Kl 65.tsj 481.C -£140. -£562.C 125.00 Othèr balances Childrens Corner Royal BIKlsh Legion st margat'S Gulld Fabric Fund New Display Stands Christian Ald Children Church Appeals 255.C(I 25S.C(I 1,060.(XJ 2.876.Cl) 51J). 35. £ 1,136.IXI £ 2,876.Th) 500.1)) 35.00 4.726.(Kl £ 4,807. page 8
The Parish of St Margarets Church Great Barr Notes to the Financial Statements for the Year Ended 31st December 2024 9 SOFA Comparatives (previous year) Unrestrirted Restrlcted Funds Funds Total Funds Incomlng Aesource5 Donations & Legacles Charitable Activitles 75,657 27,903 674 1.112 76,769 27,903 674 5,419 642 1,112 111,407 Other Trading Actlvltles Investments 5.419 642 110,295 Other Resources Expended Raisin8 Funds Charitable Artivities 463 93,001 1,307 94,771 92,014 1.307 93.784 987 Other 987 Net gain/llossesl on investment 16,783 16,783 Net Income/lExpendlturel 33.294 125 33,419 Transfer between Funds Net Movements In Fund$ 33.294 125 33,419 Total Funds brou8ht forward 111123 116,796 4,682 121,478 Total Funds carrled forward 31112123 150,090 4,807 154,897 page 9
Annual Report and Financial Statements of the Parochial Church Council of Great Barr st For the year ended 31 December 2024
DIOCESE OF LICHFIELD The Parochial Church Council of Great Barr Trustees, Annual Report for the year ended 31st December 2024 Objectives and Activities The Parochial Church Council of Great Barr (the PCC) has the responsibility of co-operating with the incumbent, the Reverend Colin Such, in promoting in the ecclesiastical parish, the whole mission of the Church, pastoral, evangelical, social and ecumenical. The PCC is also responsible for the maintenance of St. Margaret's Church together with the churcli hall and churchyard. The PCC is committed to enabling as many people as possible to worship at our church and to become part of our parish community at Great Barr The PCC maintains an overview of worship throughout the parish and makes suggestions on how our services can involve the many groups that live within our parish. Our services and worship put faith into practice through prayer, scripture, music and sacrament. Also, through nonsacramental activities of hospitality and fellowship we aim to reach non churched members of the community. Public Benefit The trustees of the PCC are aware of the Charity Commission's guidance on public benefit in The Advancernent of Religion for the Public Benefit and have had regard to it in their administration of the Charity The trustees believe that, by promoting the work of the Church of England in the EcGlesiastical Parish of Great Barr it helps to promote the whole mission of the Church (pastoral, evangelistic, social and ecumenical) more effectively, within the Ecclesiastical Parish, and that in doing so it provides a benefit to the public by: Providing facilities for public worship, pastoral care and spiritual, moral and intellectual development, both for its members and for anyone who wishes to benefit from what the Church offers: and Promoting Christian values and service by members of the Church in and to their communities, to the benefit of individuals and society as a whole. The Charity also has the responsibility of maintaining the Parish Church of St. Margaret, in Chapel Lane, the support of our Church School (St. Margaret's CE (A) Primary School, Birmingham Road, Great Barr) and the sponsorship of the associated Scout and Guide groups. Achievements and Performance Church attendance The Electoral Roll increased slightly for 2024 to 215. The average adult Sunday attendance for 2024 increased to 61 including the Remembrance Service 270+ (42 in 2023) The average number of children attending increased to 20 through C@Ch (Children in Church) and the Uniformed Organisations. The average attendance at the Thursday morning Communion service remained the same as last year at 20 regulars. Easter was better with 115 attending { 110 in 2023) and 118 at Christmas (141 in 2023).
There were 15 (15 in 2023) baptisms, 2 weddings: O blessings of marriage & 1 marriage thanksgivings during the year as well as 12 Funerals in church and 11 at the Crematorium & 12 Committals or Interment of Ashes. Review of the Year This year has been a particularly difficult year for wardens and the whole church community due in part to the retirement at the end of August 2023 of our vicar Martin. Since Martin's retirement we were initially supported by 2 Pastoral Support Clergy appointed by the Archdeacon, namely Revd Colin Such appointed Minister in Charge, and Revd lan Carmichael as Pastoral Support Clergy Unfortunately, following 2 disastrous AGMS where nothing was really resolved, both Colin and lan subsequently resigned leaving the 2 churchwardens to manage the day to day of the church. June has done a splendid job making sure we have a minister to conduct the services and spent a lot of time trying to find local ministers to officiate at church services, a job not being made easier because of the number of other churches going through similar problems reducing the pool of potential ministers available to help. Thanks go to all current and retired ministers who have stepped in to take services and keep the church going in this difficult time. The task was made more difficult due to the health problems of Peter who was forced to take a more restricted role in the Ghurch affairs The position of "Vacancy" has made making decisions on policy or any forward planning impossible, with the PCC effectively suspended and the churchwardens in limbo as anything has to be approved by the Minister In Charge and we currently do not have anyone we can turn to for help and guidance. It is hoped that these matters can be resolved in 2025. Financial Review Year Ending 31 December 2024 2024 was another difficult year for the PCC financially We were almost entirely reliant on regular donations via the monthly and weekly envelopes or Direct Debiti standing Order commitments by member of the congregation for which we are very grateful. This has helped considerably to maintain some form of income stream, but more is needed so we encourage anyone who can to increase their regular donations. We would also ask that anyone who pays income tax and is able to do so gives permission for Gift Aid to be claimed by the Ghurch on their donations.as this effectively adds 25p to every £1 donated. Our investments continue to provide healthy returns, but any sales of shares reduce the value of our investment and consequently reduces the dividends payable. We do receive help in the form of grants from St Margaret's School towards the cost of employing Ihe Children's Worker, and the Great Barr Church Lands Trust have been very generous once again with grants to help in various maintenance projeGts for the church and churchyard, and hopefully they will continue to support the church. Fundraising The PCC takes it fundraising responsibilities seriously and is very grateful to all donors - whether regular or occasional - for their 5UPPOrt of the church and church events. PCC supporters are never taken for granted. The PCC take full responsibility for fundraising and do not use cornmercial organisations or professiona fundraisers. All money raised is either by donations. fundraising events, special appeals or legacies for which the PCC are most grateful. We were able to hold some fund-raising activities during in the year, but the economic climate and the absence of so many people available to help raising nearly £3,500 in total. One of the most Successful events was the Whisky Tasting evening run by Alan Humpage raising £184. Another successful event was the Afternoon Tea with music and tea prepared and served by Brenda Hatfield and her ladies at the Memorial Hall that raised £593. The Easter Bunny Hunt organised by Chris and Brenda Bird, with additional activities for the children provided by Georgina and Louise from Children @ Church raised £40. The Surnmer Fete raised £1, 320.10 and the Summer Draw £562.10. the Christmas Fayre raised £802, and the Christmas
Hamper Draw £175. The return of the Brass Band Concert with a new band was very well received and raised £315. Voluntary Donations and Plate receipts raised £11.635. Fabric Report Year Ending 31 December 2024 Building and Churchyard Maintenance General Maintenance and repair of the building is an ongoing problem but thankfully there were no major problems this year. For a Grade 11 Listed Building the fabric is in remarkable condition. The main expenditure was due to regular maintenance and inspection of services. The refurbishment of the roof, together with the rainwater goods and stonework in 2019 means that the exterior of the church is sound and should not require much maintenance for some time. One of the items highlighted in the 2021 Quinquennial Report for urgent action is the upgrade of the lighting system to replace existing lighting fixtures with LCD equivalents. This would not only make the system safer but should be more efficient and reduce electricity usage. We were hoping that this would be done this year but unfortunately this has not been possible. The main cause of delay is being able to employ an electrician with access to suitable scaffolding to deal with high level installations that can be moved around the Ghurch at a price we can afford. Another area needing attention is internal decoration, particularly where water penetration in the past has caused the plaster to peel, exposing bare stonework. The architect's provisional estimation of the Cost of redecoration is in the region of £50,000 and at present we cannot afford this. Maintenance of the chLirchyard 15 another major expense, but we do have an obligation to keep the churchyard in reasonable condition. Mark Room, our part time contractor, is employed for 20 hours a week mainly to look after the ashes site and the newer burial plots, and the rest of the site where possible. The area close to the church is maintained mainly by our dedicated vo5unteers, Chris and Brenda Bird, and the lawn mown by Vic Wiles. The trees surrounding the churchyard are nearly all subject to Tree Preservation Orders and so must be maintained regularly to ensure they remain structurally safe. Thanks to the help of many volunteers the churchyard remained beautiful throughout the year and in fact were awarded two awards from Lichfield Diocese for their high standards of maintenance and conservation.. a Gold Award for Lichfield Churchyards and a Nature Friendly Award. The churchyard was also commended for its general standard of maintenance particularly because it is the second largest churchyard in the Diocese and therefore is harder to maintain than other smaller churchyards. Special thanks go to Mark for his efforts and also to Chris and Brenda Bird who turn up every week to maintain the front drive and the area at the rear of the Meeting Room. Thanks also to Vic Vviles for mowing the front lawn and all the other volunteers who give their time freely to help the church. Worship and Prayer Not all services resumed since the pandemic and with the retirement of Rev Rutter the opportunity to restore services remained lirnited. As such services were limited to a Thursday morning BCP Communion, Children in Church (ably led by Georgina) fortnightly on a Sunday at 9.30am and the main Sunday service at 11 am alternating between BCP Matins and Common Worship Communion. Retired and Deanery Clergy very kindly stepped in to take services following Rev Rutter's retirement and we are very grateful to them and also to Preb lan Cardinal as Pastoral Support priest. New congregational service books were introduced for the Sunday services, the choir resumed singing whilst robed in the choir stalls from time to time, and the Common Worship Lectionary adopted for use at the Sunday services whilst the Thursday service uses the BCP provision for the previous Sunday (save on major feast and holy days.) Things are picking up and attendances in church are slowly getting back to normal. The church continues to provide a strong and comforting spiritual and pastoral service to our regular congregation and to the local community. including those who may only attend church occasionally, that is much appreciated as evidenced by the many letters and comments received. Examples of such letters include
the following. Thank you for being a big part in making our wedding day special and for welcoming us into your beautiful church" Thank you for all the care and support you all gave to us throughout the sad time we went through earlier this year. The church service left us feeling very peaceful. We really appreciate your attention to detail, kindness and above all a sense of humour which helped us keep a sense of normality - Thank You" Throughout 2024, as well as the Intercessions within our weekly worship services (according to the prayer rota}, Jose Broomhead had continued to pray regularly for our Church, Parish and individuals requesting specific iterns of prayer (the telephone contact number is in the Parish Magazine under "Pray Together" for those wishing to make requests). In addition, we have returned and continue with our Service of Spiritual Wholeness led by Jose and Alan Humpage, that takes place on the first Saturday of the month in church at 10.30 am. All are welcome to a time of prayer and reflection on scripture, whilst being still in the presence of our God and listening to His voice. Deanery Synod Deanery meetings began in February at St. Peter's, Stafford Street with talks on Shaping for Mission and the Greenhouse Project (Fresh Expressions). It was noted that the deanery officers (Secretary, Treasurer and Lay Chair) were all standing down and nominations were needed to replace these three long serving members. The May meeting took place at St. Martin's Church, Sutton Road, with a talk given by Revd Paul Thomas, Archdeacon of Salop on "The kingdom of God" The Archdeacon's Visitation took place at All Saints,, th Bloxwich on 6th June and the summer Eucharist at St. Paul's, the crossing on 5 July Synod met again on 7th Septernber at St. Thomas, Aldridge for an interesting and interactive talk on "Difference" and reconciliation. The year ended with the Advent Reflection given by the Archdeacon of Walsall at St. John'5, Walsall Wood. Bible Study The Bible study switched from being online to live from the start of September, studying the Gospel of St Luke. In 2024 we shall start studying the Book of Genesis. All are welcome once a fortnight for about an hour and a half in an informal atmosphere (no examl). William Horrell Choir and music. Following some disruption in the aftermath of the vicar's retirement the choir were "back in business" for Christmas events ably led by Sheila the choir seeks to augment our worship on Sunday mornings and at other special events. In order to provide some certainty, given the lack of a vicar and the opportunities for confusion when visiting clergy kindly help out, Rev'd Such took over the selection of hymns and the schedule of services. We thank Sheila for her continued playing and hope to grow our choir and music ministry in the year ahead. Despite our best efforts to cut back on unnecessary expenditure costs still increased and will continue to increase. The main problem areas are.. 1. Parish Share Payments The Parish Share (now known as Common Fund) for 2024 was originally set at £59,315 but following a meeting with the Diocesan Board of Finance a Special Agreement was agreed to reduce the amount to £43,860. The Diocese proposed that if the PCC paid a least £14,620 by the end of the year then the Board would write off a further £11.290 which would be set against the outstanding arrears from previous years We managed to pay £15,000, above the amount as requested. 2. Gas and Electricity Gas and electricity costs continue to rise and are likely to get much worse in the future. The Treasurer has agreed new contracts for both Gas and Electricity. The Electricity contract is for 2 years from 1st January 2024 at a fixed rate based on advice from our adviser. The price is higher than last year as
expected but is still the lowest available from a main supplier. The gas contract is for 3 years from April 2024 and is in fact cheaper than we are currently paying. 3. Staff Costs After the Parish Share contribution, of which much has been said before, Staff costs are probably OLir biggest expenditure. The salaries of our 3 Part time employees are affected by the minimum wage arrangements determined by the government plus the corresponding tax and National Insurance contributions and pension plans. We cannot see that we can cut down on the hours we eFnploy our remaining staff following the ietirement of the Parish administrator in May without severely reducing the service they provide. Charitable Activities In spite of the restrictions on income, The PCC were still able to give £270.96 to the Children's Society, £52.98 in support of Mercy Ships and £97.79 to the Tear Fund. Reserves Policy It is PCC policy to try to maintain a balance on free reserves {net current assets) which equates to at least three months unrestricted payments. This is equivalent to £10,000. It is held to smooth out fluctuations in cash flow and to meet emergencies. Investment Policy The charity is granted power to invest in suitable investments under the PCC Powers Measure 1956 and the Trustees Act 2000, As a Charity, the Trustees have a duty of care to take such advice as is appropriate before investments are undertaken. This advice is sought from the Central Board of Finance (CCLA) in London. The charity's investment policies are based on key principles. Ethical Investment - this includes ensuring that investments are held in companies which have high standards of corporate governance and act in a responsible way towards stakeholders. Long-term responsibilities - the trustees are aware of their long-term responsibi5ities in respect of the Restricted and Unrestricted reserves and as a result follow a prudent approach to investment decisions. Investment poSicy for long-term funds is aimed primarily at generating a sustainable income, with due regard to the need for the preservation of capital value. and the possible need to realise investments to meet operational needs. The charity does not have a policy of generating income at excessive or high risk- known as "purchasing income" where high returns are guaranteed at the expense of capital. In summary, the charity has an overall policy to maximise income while preserving the real value of its funds. Due to the nature of the charity, an ethical investment policy is taken into consideration when investments are made.. The charity follows the Ethical Investment Advisory policy as recommended by the Lichfield Diocese which includes the following- "We aim to invest in companies that.. will develop their business in the interests of shareholders., demonstrate responsible employment practices.. are conscientious concerning issues of corporate governance, the environment and human rights; are sensitive to the community in which they operate. Planned giving, collections and donations are the main sources of fund raising alona with tax recoverable.
Safeguarding The PCC believe they have fulfilled their duty under section 5 of the Safeguarding and Clergy Discipline Measure 2016 (duty to have due regard to House of Bishops, guidance on safeguarding children and vulnerable adults). Reporting Serious Incidents A Serious Incident is an adverse event, whether actual or alleged, which results in or risks significant harm to the charity's beneficiaries, employees, off ice holders, volunteers or to others who come into contact with the charity through its work, loss of the charity's money or assets, damage to the charity s property or harm to the charity's work or reputation. The trustees are not aware of any Serious Incidents in the last year. Future Plans Our immediate plans are to find a new vicar. We hope to put together the parish profile and job and person specifications as soon as we can and advertise the post in the hope that a new incumbent will be in post by next year. In the meantime we seek to continue and grow our links with the schools and youth organisations. Risk Management The Church Wardens carry out regular Health and Safety Reviews and regularly inspect premises for potential hazards. We have safeguarding policies in place for child protection and for work with vulnerable adults, including rigorous DBS checking of staff and volunteers. Our insurances are reviewed annually to ensure adequate cover. An informal review of any new risks which may impact the work of the Church in the Parish is ongoing. Structure, Governance and Management The PCC is a Body Corporate established by the Church of England and is a Charity registered with the Charity Commission. The PCC is governed by the Parochial Church Council Powers Measure (1956> as amended that came into effect on 2nd January 1957, and the Church Representation Rules (contained in Schedule 3 to the Synodical Government Measure 1969 as amended). The method of appointment of the PCC members is set out in the Church Representation Rules. The Council comprises the Incumbent, the Churchwardens, those elected to the Deanery Synod, and other members who are elected at the Annual Parochial Church Meeting, by those on the Electoral Roll. The PCC members receive training from courses run by the Diocese. Members of the congregation are always urged to join the Electoral Roll, and to stand for election to the PCC. The PCC members are responsible for making decisions on all matters of general concern and importance in the parish, and for all financial matters. The PCC meet six times a year. Given its responsibilities, the PCC has a number of sub committees, each dealing with a particular aspect of parish life. Each reports back to the PCC with the minutes of their meetings. Reference and Administrative details st. Margaret's Church is 51tuated in Chapel Lane, Great Barr. It is part of the Diocese of Lichfield, within the Church of England. The Correspondence address is.. The Parish Office, St. Margaret's Church, Chapel Lane, Great Barr, Birmingham B43 7BA The Parochial Church Council (PCC) is a charity registered with the Charity Commission. Charity No. 1132892. Our website address is: https.Ilwww.stmargaretsgreatbarr.org.uk PCC members who have se)ved from 1" January 2023 until the date this report was approved were.
Ex Officio Members In Vacancy The Reverend Colin SuGh (Chairman - Appointed 2719123 resigned 3117124) Minister in Charge Reader Churchwardens Mrs JA Aubrook Mr PJ Clark (also Treasurer) Mr A Humpage Mrs M Hutnpage Mr S Borgazzi (PCC secretary trom 11112123) Mr M Room (also paid as part time churchyard maintenanGe contractor) Mr V Wiles (also Deputy Warden) Mrs C Aston Mrs 8 Hatfield (PSO) Miss P Millward Mrs R Smilh Mr D Clive (Co-opted as from 1217123) Mr T W Horrell Mrs K Underwood Mrs C Adams Mrs J Thynne Deanery Synod reps Elected Members Approved by the PCC on 7th March 2024 and signed on its behalf by.. Reverend Colin Such (Chairman) ice Chairmanlsecretary etc) C>LL
Churchwardens, Report Year Ending 31 December 2024 This year has been a particularly difficult year for wardens and the whole church community due in part to the retirement at the end of August 2023 of our vicar Martin. Since Martin's retirement we were initially supported by 2 Pastoral Support Clergy appointed by the Archdeacon, namely Revd Colin Such appointed Minister in Charge, and Revd lan Carmichael as Pastoral Support Clergy. Unfortunately, following 2 disastrous AGMS where nothing was really resolved, both Colin and lan subsequently resigned leaving the 2 churchwardens to manage the day to day of the church. June has done a splendid job making sure we have a minister to conduct the services and spent a lot of time trying to find local ministers lo officiate at church services, a job not being made easier because of the number of other churches going through similar problems reducing the pool of potential ministers available to help. Thanks go to all current and retired ministers who have stepped in to take services and keep the church going in this difficult time. The task was made more difficult due to the health problems of Peter who was forced to take a more restricted role in the church affairs The position of "Vacancy, has made making decisions on policy or any foward planning impossible, with the PCC effectively suspended and the churchwardens in limbo as anything has to be approved by the Minister In Charge and we currently do not have anyone we can turn to for help and guidance. It is hoped that these matters can be resolved in 2025. The Wardens have been supported by many members of the church community without whose help it would have been impossible. Vic Wiles {Deputy Warden). William Horrell as Deputy Chair of the PCC occasionally assists the minister administer communion and on occasions has led the service when no official member of the clergy was available. Heather Allen, retired as our Parish Administrator and Lisa Comley-Burke has come in regularly as a volunteerto help in the office and help Peterwith some aspects of Finance and book-keeping Sheila Ward continues to stand in as volunteer organist and choir leader in the absence of a permanent appointment to this post and we thank her for this. Gillian Savage has also stood in as organist when Sheila was unable to attend. Diane Cooke has assumed responsibility for cleaning the church and meeting room for which we are extremely grateful. Bill Knight continued to perform his duties as verger with enthusiasm and diligence. Sheila Carrington and the members of the Guild provide floral decoration and clean the brasses and Carol Adams runs the greetings card sales. Thanks go to all these valued members of our team and to everyone who has supported us in so many ways. Special thanks go to Ann Reeves who has accepted responsibility for preparing the service sheets. and keeping the Parish Magazine updated. The church continues to provide a strong and comforting spiritual and pastoral service to our regular congregation and to the local community, including those who may only attend church occasionally, that is much appreciated as evidenced by the many letters and comments received. Examples of such letters include the following. Thank you for being a big part in making our wedding day special and for welcoming us into your beautiful church"; "Thank you for all the care and support you all gave to us throughout the sad time we went through earlier this year. The church service left us feeling very peaceful. We really appreciate your attention to detail, kindness and above all a sense of humour which helped us keep a sense of normality - Thank You" It has been an honour and a pleasure to serve as Churchwardens again in this our final year, and we thank the PCC, and all the other people who have helped us support the church. Time to take a well earned rest. June Aubrook Peter Clark Churchwardens
FinanGial Report Year Ending 31 December 2024 2024 was another difficult year for the PCC financially. We were almost entirely reliant on regular donations via the monthly and weekly envelopes or Direct Debiu Standing Order commitments by member of the congregation for which we are very grateful. This has helped considerably to maintain some form of income stream. but more is needed so we encourage anyone who can to increase their regular donaiions. We would also ask that anyone who pays inGome tax and is able ta do so gives permission for Gift Aid to be Glaimed by the church on their donations.as this effectively adds 25p to every £1 donated. Our investments continue to provide healthy returns, but any sales of shares reduce the value of our investment and consequently reduces the dividends payable. We do receive help in the form of grants from St Margaret's School towards the cost of employing the Children's Worker, and the Great Barr Church Lands Trust have been very generous once again with grants to help in various maintenanGe projects for the church and churchyard, and hopefully they will continue to support the church. We were able to hold some fund-raising activities during in the year, but the economic climate and the absence of so many people available to help raising nearly £3,500 in total. One of the most successful events was the Whisky Tasting evening run by Alan Humpage raising £184. Another successful event was the Afternoon Tea with music and tea prepared and served by Brenda Hatfield and her ladies at the Memorial Hall that raised £593. The Easter Bunny Hunt organised by Chris and Brenda Bird, with additional activities for the children provided by Georgina and Louise from Children @ Church raised £40. The Summer Fete raised £1, 320.10 and the Summer Draw £562.10, the Christmas Fayre raised £802, and the Christmas Hamper Draw £175. The return of the Brass Band Concert with a new band was very well received and raised £315. Voluntary Donations and Plate receipts raised £11,635. Despite our best efforts to cut back on unnecessary expenditure costs still increased and will continue to increase. The main problem areas are.. 1. Parish Share Payments The Parish Share (now known as Common Fund) for 2024 was originally set at £59,315 but following a meeting with the Diocesan Board of Finance a Special Agreement was agreed to reduce the amount to £43,860. The Diocese proposed that if the PCC paid a least £14,620 by the end of the year then the Board would write off a further £11,290 which would be set against the outstanding arrears from previous years We managed to pay £15.000,above the amount as requested. 2. Gas and Electricity Gas and electricity costs continue to rise and are likely to get much worse in the future. The Treasurer has agreed new contracts for both Gas and Electricity. The Electricity contract is for 2 years from 1 January 2024 at a fixed rate based on advice from our adviser. The price is higher than last year as expected but is still the lowest available from a main supplier. The gas contract is for 3 years from April 2024 and is in fact cheaper than we are currently paying. st 3. Staff Costs After the Parish Share contribution, of which much has been said before, Staff costs are probably our biggest expenditure. The salaries of our 2 Part time employees are affected by the minimum wage arrangements determined by the government plus the corresponding tax and National Insurance Gontributions and pension plans. I cannot see that we can cut down on the hours we employ our staff without severely reducing the service they provide. io
Charitable Activities Vve have not been able to provide the level of financial help to charities that we normally support but we still managed to raise £209 for the Children's Society via the collection boxes and £62 and from the Christingle service. Gifts donated for Harvest Festival were given to St. Basil's charity for the homeless and the Food Bank. We took part in Operation Christmas Child organised by Samaritan's Purse in the shoebox appeal providing gift baxes for struggling families and acted as a collection point for others involved in the scheme. We donated £53 to the Mercy Ships Appeal and £98 for the Tear Fund Harvest appeal. Not all activities provided are Just for fund-raising and community activities are just as important. The church hosted the Parkinson Society annual seNice again this year and the carol service for the Q3 Community Choir, both events much appreciated by the communities involved. The return of the tea and coffee sessions after the services has been welcomed as it provides an opportunity for church members and others to meet and socialise, something that is becoming more difficult for some these days. 2024 looks like being another Ghallenging year financially but with the continued help and support of the church family we will manage to meet all our commitments and hopefully extend our support for the IoGal community. June Aubrook Peter Clark Churchwardens li
Fabric Report Year Ending 31 December 2024 Building and Churchyard Maintenance General Maintenance and repair of the building is an ongoing problem but thankfully there were no major problems this year. For a Grade 11 Listed Building the fabric is in remarkable condition. The main expenditure was due to regular maintenance and inspection of services. Mainter)ance of the churchyard is another major expense, but we do have an obligation to keep the churchyard in reasonable condition. Mark Room. our part time contractor, is employed for 20 hours a week mainly to look after the ashes site and the newer burial plots. and the rest of the site where possibSe. The area close to the church is maintained mainly by our dedicated volunteers, Chris and Brenda Bird, and the lawn mown by Vic Wiles. The trees surrounding the churchyard are nearly all subiect to Tree Preservation Orders and so must be rnaintained regularly to ensure they remain structurally safe. Thanks to the help of many volunteers the churchyard remained beautiful throughout the year and in fact were awarded two awards from LiGhfield Diocese for their high standards of maintenance and conservation.. a Gold Award for LiGhfield Churchyards and a Nature Friendly Award. The churchyard was also Commended for its general standard of maintenance particularly because it is the second largest churchyard in the Diocese and therefore is harder to maintain than other smaller churchyards. Special thanks go to Mark for hi5 efforts and also to Chris and Brenda Bird who turn up every week to maintain the front drive and the area at the rear of the Meeting Room. Thanks also to Vic Wiles for mowing the front lawn and all the other volunteers who give their time freely to help the church. June Aubrook Peter Clark Churchwardens 12