DIOCESE OF LICHFIELD Trustees, Annual Report for the period Period start date Period end date From 01 01 2024 To 31 12 2024 Section A Reference and administration details Charity name The Parochial Church Council of the Ecclesiastical Parish of St Andrew's Shifnal. Other names charity Is known by St Andrew's Church, Shifnal Registered charity number (if any) 1133242 CharSty'S principal address leg. Addre55 of the church or church office) The Vicarage. Manor Close, Shifnal Shropshire Postcode TFII 9A1 Names of the charlty trustees- Members of the PCC- who manage the charlty Trustee name Offlce Ilf any) Dates arted If not for wlK)le year Potts Susanne Secretary Elected 2023 Higson Marilyn Hedges Andy Handley lan Thorpe Christopher Thorneycroft Jayne Elected 2021 Elected 2023 Elected 2021 Vicar- Chair Ex Officio Ex Officio Authori5ed Local Minister and Deanery Synod Deanery Synod Ex Officio Flemming Debra Purser Robert Ex Officio Elected 2021 Senior David Church Warden Ex Officio Flemming Stuart Deanery Synod & Health and Safety Officer Associate Minister (Part year, died November 2024) Church Warden Ex Officio Day Sally {Revdl Ex Officio Lambourne Janet Ex Officio Hobbis Liz Elected 2022 Freeth Phil Treasurer Co opted 2023 Leigh Phillip Etheridge Olivia Lander Janet Parish Safeguardin8 Officer Assistant Director of Music Elected 2023 Co-opted 2022 Co-opted 2023 Methodist Senior Steward Blake Susan Organist and Director of Mu51C Elerted Ottober 2020 Hooper Kelly Elected October 2020 Insall Kathy Ackroyd Wendy Methodist Representative Co-opted 2023 Parish Administrator Elected October 2020 Etheridge Roger Elected 2023 Battye Jeanette Elected 2023 TAR December 2024
Section B Structure, governance and management Descrlption of the charl$ trusts Type of governing document (eg. trust deed, constitution) Parochial Church Council Powers Measure (1956) as amended, and Church Representation Rules that came into effect on 2 January 1957. How the charity is constituted leg. trust, association, company) Church Representation Rules 2 January 1957 Trustee selection methods leg. appointed by, elected by) Elected Public Benefft Statement (Mandatory information) The trustees of the Charity are aware of the Charity Commission's guidance on public benefit in The Advancement 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 Ecclesiastical Parish of Shifnal 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: Summary of the maln activities undertaken for the public benefit in relatlon to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit) 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. Addltlonal governance Issues (Optional Information) Induction and trainin of new PCC Members: There is an induction booklet for the new intake of PCC members, based on the resource book - 'The ABC of the PCC" and links to the diocesan website resource section, and if needed, each new trustee will be assigned a mentor for an initial period. You may choose to include additional information, where relevant, about: policies and procedures adopted for the induction and training of trustees; the charivs organisational structure and any wider network wlth whlch the charlty works; relationship with any related parties. trustees, consideration of major risk5 and the system and procedures to manage them; (Put your Risk Assessment Policy here) Standin Committee: The Standing Committee meets on a monthly basi5 to transact any urgent business between PCC meeting5. It consists of Clergy, Wardens, Treasurer and Secretary, and monitors, finance, ministry leadership, pastoral care, hospitality & social. Risk Mana ernent: Risk is managed by a number of different bodies within the PCC. Financial risk is assessed and monitored by the Standing Committee. Physical property risks are assessed and managed by the Fabric Committee. Health and safety risks are managed by the Health and Safety Officer. Child and vulnerable adult protection risks are managed by the Safeguarding Officer. TAR December 2024
Section C Objectives and activities 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 Shifnal. The PCC maintains an oveniiew of worship throughout the parish and makes Suggestions on how our services can involve the m3ny groups that live within our parish. Our services and worship put faith into practice through prayer and scripture, music and sacrament. We serve our community, especially those in need or vulnerable. Summary of the objects of the charity set out in its governing document Addltlonal details of objertives and actlvlties (Optional information) We support two other charitable activities by offering use of our premises: Shifnal Help Food Bank Centre Stage Youth Performing Arts You may choose to include further statements, where relevant, about: polivi on grantmakin& policy programme related investment; contribution made by volunteers; Section D Achievements and performance This has been a year of continued growth in the life of the church. Congregations have increased by 14% this year with an average Sunday attendance of 127 adults and 15 young people, and the online congregation adds a further 43 people attending online each week. The Breakfast Church initiative has been very well received and attracted younger people to attend. We have also opened the church throughout the year months as a Warm Welcome Space and an average of 80 people per day have used the facilities. We attracted £IOk of grant funding to support this work. We registered our facilities as a food business with Environmental Health, and provided training for volunteers to reach Level 2 Food Hygiene. We maintained a five-star hygiene certificate. Summary ofthe main achievements of the charity during the year We conducted 37 baptisms, 8 weddings and 47 funerals during the year. We signed a partnership agreement with Trinity Methodist Church and have had weekly shared worship. 2024 has been a year of recovery in our financial position following the theft in 2023. We have returned to a balanced budget and continued to be in surplus. TAR December 2024
We ran an Alpha course to welcome enquirers to the Christian faith, and to signpost new members to church activities that will enable them to grow in faith. We strengthened our offering to families through Breakfast Church on a monthly basis, to offer a simpler, all age service. We started a new Heartspace on Sunday service in the Trinity Centre attracting a new congregation. During the year we have completed a major stonework project, costing around £60k. The accounts for the year ended 31 December 2024 have been prepared and have a surplus for the year of £18357. Thank5 go to our incredibly generous supporters. TAR December 2024
Section D Achievements and performance (contd.) Plans for 2025 In 2024 we will further embed our new mission statement"Reaching out together to share God's amazing faith, hope and love." In the light of the cost of living crisis we will further review our rates of pay for our paid staff to ensure that our staff members are properly remunerated, Summary of the maln objectlves of the charity planned in the followin8 year We plan to continue the Everyday Warm Welcome to run throughout the year and to provide a safe free space for all who need it. The provision includes lunch senied most days. We plan to run a further Alpha course to welcome enquirers to the Christian faith, and to signpost new members to church activities that will enable them to grow in faith. Section E Financial review We have completely revised our financial procedures and policies, introducing dual control for electronic banking, a new cash handling policy and have set up high-interest reserve account. Brlef statement of the charl$ policy on reserves Details of any funds materlally In deficit none Further financial revlew detalls (Optional information) You may choose to include additional information, where relevant about: the charity's principal sources of funds (including any fundraising); how expenditure has 5UPPOrted the key objectives of the charity; investment policy and objettives including any ethical investment policy adopted. TAR December 2024
ection F Other optional information knowledge any large Grants or onation in this Section. cknowledglng a lar8e Grant in our TAR may be a condition of eptance Section G Declaration he trustees declare that they have approved the trustees, report above. igned on behalf of the charIts trustees Signature(s) Full name(s) Christopher Thorpe Susanne Potts Positlon {eg Secretary, Chair, etc} Chair Secretary Date leg. Date of the APCMI 13/0512025 December 2024
Parochial Church Council of the Ecclesiastical Parish of St Andrew's, Shifnal Charity registration number 1133242 Statement of financial activities For the year ending 31st December 2024 ¥v. Unrestricted Restricted End0%nent funds funds funds Prior year funds Categorfes by actlvlty Totsl funds (Notes 31 Regular Giving Service collections (not known 20231 Gift Aid Parish magazine Weddin8S Funerals Donations and Fundraising- Notes I Sundry income- Notes 2 Bank interest and dividends Investment tunds increase in value Ideclinel Legacies Other Income ' Theft Recovery 58,300 16,717 11,358 6,686 9,486 23,867 73,096 18.862 3,341 58,3¢JO 16,717 11,358 6,686 9,486, 23.867 74,821 18.862. 10,043, 62,497 19,645 5,705 13,744 24,926 91,826 12,859 8,632 9.332 10.028 46,023 83,963 1,725 6,702:. 2,831 TOTAL INCOME 1.71 ,533 71 89,180 EXPENDITURE Building restoration Common fund Salaries Service expenses Magazine expenses Heat, light & power Water Diocesan fees Travel expenses Telephony, broadband. software licences Maintenance General expenses 8ank charges Choir & organist Printin& postage & stationery Insurance Bellringers Loan interest Kitchen and washroom Donations Difference between opening bank balances and actual balances Opening creditors re projects Theft TOTAL EXPENDITURE 8.079 48,403 71,686 2,100 2,453 19,766 686 8,700 2,117 5.631 12,514 6,246 509 5,141 4,110 6.534 1.190 325 7.084 480 8,079 48,403 45.324 47,460 60,150 1,758 2,637 11,528 868 10,203 2.090 3,966 4.016 20,430 120 4.319 3.208 6.315 1.939 612 4.222 600 2,100 2,453 19,766 686. 8,700 5.631 12,514 7,106 509 5.141 4,110 860 1,190, 325 7.084 480 13,304 -19,294 123,996 213,754 14,614 Excess of Income over expendlture 7,959 £ 865 £ 18,357 £ 39,409
Balance Sheet as at 31st December 2024 202 202 Fixed Assets Investments- Endowment funds Anslow Trust Pointon Trust Capital M Ball Trust 183,818 174.624 183,818 174,8 6,734 2,284 174,624 165,71 6,734 2,172 Current Assets Bank Accounts Barclays Current Account Barclays Deposit Account Lloyds Current Account Lloyds Current Account Lloyds Deposit Account CCLA St Andrew's Stonework Account CCLA Investment Income Lichfield Diocesan Trust Float 143,476 145,066 133,476 124,955 346 45,131 4,581 799 34,544 13.834 1,229 8421 75,626 8,477 | 25.974 7,732 24.702 iii Debtors 10,000 10,000 20,000 20,000 Year End Income Accrued Gift Aid Prepaid Expense Current Liabilities Creditors.. Short Term Current Asset5 less current Llabilitie5 143,476 145.066 Total Current assets less Current Llabilitses 319,690 Long Term Ilablllties Creditors Long Term Loan 10,753 10.753 Total Assets less Total Liablllties 327,294 308,937 "Accumulated Funds B'fwd Plus Excess of income over Expenditure Accumulated Funds as at 31st December 2024 308,937 18,357 327,294 269,528. 39,409
Indepdent Examlnw'8 R¢port to tho Tru¥t•es of St AndreWs Church, ShHnal I report to the trustees on my examinalion of the accounts of St Andrev¥'s church. Shifn& for the year ended 31 Decemb8r 2024. Re8ponsibiliti08 and Ba818 of Roport Th8 charws truste8s of lh& church are feswnslble for the preparatton of accounts In acxx)rdance wlth the r8quirem&nts of the Chariti8s Act 2011. Th& truslees consideT that an audit 18 not needed for this ypar and that an independent examination is required. I rewrt in resp8cI of my examination of the thurth aco)unts. rried out in aOrdanCe with section 145 of the Charities Act 2011 and in carrying iJJt my examination I have followed aH applicable dirIDn$ gin by the Charity Commlssion. IrKlapendent Examlnw's Statemont I have (xmpleted my 8xamlnalon. I c¥)nlimi that no malerlal matters haNe come to my attenuon in o)nn8ction with the examinat'on gimng me cause to belie thal in any material Tesp8ct'. 1. Accounting reoyd$ wero not kept as rUirj by 8tion 130 of tho Chariti68 Act 2011 2. The aUnts do nol a(ld with these records I ha no concem8 and haN come ac¥oss no matters with the examination to which attention should b8 drawn in this report in order to enable a prop8T undarstanding of the a0Unts to be reached. Name: DarTen Dri8¢011 MBA Date: ZOZS.
l. Included in Donations & fundraising are the following: Balance brought for%vard from 2023 HAF Grants 2,259 15.210 10,234 27,703 Parental fees Costs- supplies, food Wages 5,970 {16,5581 11,145 17,6331 3,512 Contribution to church funds Balano carried forward to 2024 The balance carried forward is to fund families unable to pay for their children to attend BHHC in February 2025 as there is no HAF grant for the February dates. Also included In Donations & fundralsin8 are surpluses from the Summer Fair £9,540.25 and Christmas Fair £3,044.10. 2. Sundry income includes reimbursed administration £6,480, facilities rental £3,998 and VAT reclalmed on stonework restoratiortr £8,384. 3. The restricted funds balance as at 31st December 2024 is £945.04 represented by Forget-Me-Not Group £499.04 and Choir Fund £450.00. 4. Accommodation supplied as gift in kind: Centrestage, Shifnal - weekly during school terms - total per annum £2.220 5. Since the year end the Financial Ombudsman has ruled in our favour as regards a majorlty of the funds drawn fraudulently from the Lloyds Bank account in 2023. Whilst the final clalm is yet to be agreed the settlement sum will be £IIXI,O¢)J approximately. This is expected to be received durin8 the 2025 financial year, at which point it will be declared as additlonal income, for which no provision has been made.
Ac¢ountln8 Pollcles The financial statements have been prepared in accordance with the Statement of Recommended practice for charities ISORPI and applicable accountin8 Standards IFRS1021. The frnancial statements have been prepared under the historical cost convention. The frnanclal statements include all assets and liabilities for which the PCC is responsible in law. They do not include the account5 of church 8roups that owe their main affiliation to another body nor those that are informal 8atherings of church members. Descriptlon of Funds Restricted funds comprise two elements: a. Income from trusts or endowments which may be expended only on those restricted objects provided in the terms 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 balan basis. All funds not designated as endowment or restricted are unrestritted funds which can be free spent on the PCC'S general purpose. Incomin8 Resources Planned giving, collections and donations are recognised when received. Tax refunds are recognised when the incoming resource to which they relate is received. Legacies are accounted for when the PCC 15 legally entitled to the amounts due. Dividends are accounted for when receivable. Interest received and all other income is reco8nised when it is receivable. All incoming resources are accounted for gross. Grants and donations are accounted for when paid over, or when awarded if that award creates a binding or constructive obligation on the PCC. The Diocesan Common Fund payments (previously Parish Share) are accounted for when due. Amounts received specificallv for mission are dealt with as restricted funds. All other expenditure is generally recognlsed when it is incurred and is accounted for gross. Flxed Assets Consecrated and benefice property is not included in the accounts by s. 1012Xa} & ICI of the Charitie5 Art 2011. Moveable church furnishings held by the Vicar and Churchwardens on special trust for the PCC and which require a faculty tor 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 avallable and such assets are not included in the financial statements.
The financlal ststements set out on pages i to 5 were approved by the followin8 at the Annual Parochial Church Meeting held on 13th May 2025. CHURCH WARDEN: DAVID SENIOR CHURCH WARDEN: JAN LAMBOURNE VICAR: REVO. PREBENDARY CHRISTOPHER THORPE