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2021-12-31-accounts

The Parish of Yate

Annual Report and Financial Statements of the Parochial Church Council for the year ended 31st December 2021

(In line with the terms of the Charities Acts of 2011 & 2022 & the Church Representation Rules)

Annual Report and Financial Statements of the Parochial Church Council for the year ended 31 December 2021

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St Mary’s Church, Yate St Nicholas’ Church, Abbotswood St James’ Church, Westerleigh St Peter’s Church, Wapley

Deanery of Kingswood & South Gloucestershire

Archdeaconry of Malmesbury

Diocese of Bristol

Parish Number 55/180 Registered Charity number: 1133980

Mission Statement

Making Jesus Visible

The Trustees 2021

The members of the PCC are the Trustees of the “charity” and share the responsibility with the Ministry Team for promoting the whole work of the Church in the ecclesiastical parish.

Members of the PCC are either ex officio or elected by the Annual Parochial Church Meeting (APCM) in accordance with the Church Representation Rules.

Team Rector The Revd Ian Wallace Team Vicar The Revd. Iain Macfarlane (fin. Sept) Associate Ministers The Revd. Hywel Snook, The Revd. Chris Ainslie Curates The Revd. Gail Thomas (fin. June), The Revd. Joanne Hodge The Revd. Wanda Morris (from July) PCC Secretary Mrs Pamela Brown PCC Treasurer Stephen Lord (from July 2021) Church Wardens Mr John Cornforth, Mrs Claire Hayward, Mrs Mary Farrell St Mary Mr Patrick Mills, Mrs June Powell St James Mrs Anne White St Nicholas Mr Mike Collis, Mrs Shirley Dando St Peter

Deanery Synod Representatives

Mrs June Powell (St J), Mrs Ros Bailey (St N), Mrs Julia Holbrook (St M), Mrs Christine Dolton (St P)

Elected PCC Members

Three members from each DCC of which one is to be the DCC Finance Officer .

Mrs Heather Smith (re-elected Sept); Mrs Mary Perks; Mrs Julia Holbrook; Mrs Clare Hayward - St Mary Mr David Warren; Mrs Diana Carter (from Sept); one vacancy - St Nicholas Mrs Kathryn Mills; Mrs Joy Archer; Carol Goddard (from Sept) - St James Mrs Janet Williams; Mr. Wulstan Perks; one vacancy - St Peter

Co-opted PCC Members

There are currently no co-opted members of the PCC.

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Annual Report and Financial Statements of the Parochial Church Council for the year ended 31 December 2021.

PCC Standing Committee

Revd Ian Wallace (Chair); Revd Iain Macfarlane (fin. Sept); Mrs Pamela Brown (Secretary); Mr John Cornforth (St M); Mr Mike Collis (St P); Mrs June Powell (St J); Mrs. Heather Smith; Mrs Christine Dolton (Bookkeeper); Mr Stephen Lord

Parish Safeguarding Mrs Beverley Hodgson

Parish Health & Safety Officer :

Mr Gus Smith.

Gift Aid Officer: Mr Stephen Lord

Data Protection: Revd. Hywel Snook

Bank Lloyds TSB. P.O. Box 1000, BX1 1LT Account Number 01552206 Sort Code: 30-12-04 Churches Gift Aid Organisers Electoral Roll Officers Health & Safety St Mary Mr Terry Carter Mrs Wendy Dykes Mrs Mary Farrell (fin. April) Vacancy St James Mrs Kathryn Mills Mr Andrew Rapson Mr Norman Shanks St Peter Mr Mike Collis Mr Mike Collis Mr Mike Collis St Nicholas Mr David Warren Mrs Moira Jenkins Mrs Ros Bailey

Churches Child Safety St Mary Mrs Beverley Hodgson St James Mrs Carol Goddard St Peter Mrs. Jenny Shiles St Nicholas Mrs. Ros Bailey

The Parish Governing Structure

The PCC provides an overview of the Parish linking it with the Deanery and Diocese and takes responsibility for the setting of vision and strategy, approving the overall budget, approving policies to guide the work of the Parish, all legal matters and the monitoring of risk. It operates by delegating responsibility for care of the fabric of Parish facilities to the four District Church Councils, who in return, report their business to the PCC. They also seek PCC approval for faculties and any call on trust funds.

At its meeting on 30[th] November 2019 the PCC approved a vision and 5-year strategy for advancing that vision. This document sets out clear aims and objectives for the five years up to 2025 and introduces a reporting structure so that progress against the vision can be identified and reported on against a set of pre-defined measures of progress.

At the beginning of the year the PCC restructured its Standing Committee by establishing a separate Finance Committee under the chairmanship of the new treasurer and replaced the Finance Offices on the Standing Committee with representation from among the Church Wardens. This gives the Standing Committee an enhanced ability to focus on the strategic direction of the Parish rather than having to focus predominantly on financial matters.

The PCC Treasurer liaises with the DCC Finance Officers to ensure that all financial liabilities can be met in a timely fashion and that the complex requirements of the various Charities Acts are fully complied with.

The PCC has had five regular meetings this year with an average attendance of 15 members.

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Annual Report and Financial Statements of the Parochial Church Council for the year ended 31 December 2021.

The Electoral Roll

Counting the Electoral Roll and Average Sunday Attendance assesses the size of the church community. A roll has been revised under the Church Representation Rules.

Electoral Roll:
2011
St Mary
127
St Nicholas
70
St James
34
St Peter
30
Total Parish Roll261		 2012
127
75
34
30
266		 2013
89
75
33
23
220		 2014
114
78
35
23
250		 2015
119
73
35
23
250		 2016
134
75
37
24
270		 2017
136
78
39
24
277		 2018
130
69
30
20
249		 2019
131
71
26
21
249		 2020
127
66
26
21
240		 2021
143
67
32
22
264

Each Church submits figures to the Diocese, which show Average Sunday Attendance (over and under 16 years of age), as well as their Electoral Roll figure. The Electoral Roll is used to calculate the number of Deanery Synod Representatives to be elected from the parish.

Average Weekly Attendance

Attendance at worship continued to be disruptive by the COVID pandemic throughout the year with additional lockdowns being introduced by the Government at successive stages. Despite this we managed to keep our churches open throughout most of the year for in-person worship, apart from three Sundays in February when the local authority instituted “surge-testing” in our area in light of a new “Bristol” variant.

There were 398 ‘in-person’ services across the Parish during 2021 with an average weekly attendance of 189. This is almost half of what it was at its height in 2019, but it is an increase on attendance during 2020, despite the fact that 2020 had three months of strong attendance before the pandemic which pushes up the average for that year. The ‘inperson’ attendance during the last three months of 2021 showed some recovery despite a new lockdown in November and were stronger than the same period in 2017. The under 16 attendance returned to its pre-pandemic level towards the end of 2021 as a result of Praise & Play and Little Sparks doing well.

In addition to the ‘in-person’ attendance we continued to live-stream services throughout the year, although these focused more on the Sunday service rather than on services for young people as had been the case in 2020. During 2021 we broadcast 417 services online, which is four more than in 2020. The total number of online views during the year was 25,841 which works out at an average weekly viewing of 497. There is no doubt that this was boosted by the daily Morning Prayer which means that some of the weekly viewings were multiple viewings by the same people, but it is also clear that some devices are watched by more than one person so the effect may be cancelled out. For our main services we know that most of the viewers watched the whole service with an average viewing of 41 hours per week and we know that if we exclude the viewing figures for Facebook Morning Prayer, we are still left with an average viewing figure of 140 people / devices. When online viewing figures are added to the in-person attendance it suggests that more people are participating in the worship that we offer than in 2019.

Occasional Offices

The Occasional Offices were also significantly affected by the Covid pandemic with the majority of weddings and baptisms being postponed.

Year
Baptisms
Weddings………
Funerals in church……
Funerals at Crem. ……		 2011
36
21
26
27		 2012
48
12
19
36		 2013
74
19
31
32		 2014
55
23
14
46		 2015
55
19
23
32		 2016
70
19
22
22		 2017
50
16
22
25		 2018
58
10
28
24		 2019
64
9
16
16		 2020
12
2
16
20		 2021
22
9
27
21

Baptism Preparation takes place on a monthly basis. The ordained ministers meet with parents and godparents to help them understand the meaning and commitment they are about to take through an exploration of the Baptism liturgy.

Marriage Preparation documentation is completed primarily by the Parish Administrator, Mrs Pamela Brown. We also run a Marriage Preparation Day in March in which couples are invited to attend and this is then followed on by clergy visiting couples in preparing for their marriage service.

Funerals are generally booked through the Parish Office and then shared across the parish by the clergy and LLMs.

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Annual Report and Financial Statements of the Parochial Church Council for the year ended 31 December 2021.

St. Mary’s CEVA Primary School

Members of the clergy and lay ministers maintain strong links with local schools and take many assemblies (collective worship) throughout the year. We have also established a mentoring scheme during the year based on the Early Intervention Programme run by the charity Transforming Lives for Good (TLG). Five mentors have been trained and are co-ordinated by Revd. Joanne Hodge who provides our main link to TLG. Each mentor provides one-to-one support for one child every week during term times.

St Mary's (Church Aided) Primary School continues to be supported by eight foundation and parent governors who have been nominated by the PCC and elected to serve by the Diocesan Board of Education.

Revd. Ian Wallace - Foundation (ex-officio)
Mrs Ann Crabbe - Vice Chair Foundation (PCC)
Mr Charles de Nobriga - Chair Foundation (PCC)
Mrs Jenny Powell - Foundation (PCC)
Mrs Emma Gay - Foundation (PCC)
Mrs Sarah Marshall - Foundation (PCC)
Dr Donna Harris - Foundation (PCC)
Revd Joanne Hodge - Foundation
 (PCC)
Mrs Sam Holman - Parent (elected by parents)
Mrs Kelly Reed - Parent (elected by parents)
Mrs Rachel Hill - Staff (elected by staff)
Mr Andrew Spens - Executive Head Teacher
Mrs Bethan Scriven - Headteacher
Vacancy - LEA Governor
Mrs Gemma Wilburn - Clerk

The Rector’s Summary of 2021

As you read the reports which follow it will become very clear that the ongoing COVID pandemic continued to have a significant impact on the life of the parish throughout 2021. Government restrictions and successive lockdowns constrained what we were able to do and undermined confidence in the safety of meeting as churches. Despite this, we managed to maintain some measure of communal life throughout the year and also showed significant resourcefulness in getting through the pandemic.

Three of our four churches were able to remain open for most Sundays during 2021, closing only for three weeks when the local authority was carrying out “surge testing” for the Bristol variant. In all there were 398 “in-person” services across the parish during 2021 with an average weekly attendance of 189. This is a significant increase on the 2020 numbers and was complemented by an additional 417 online broadcasts which had an average weekly attendance of 497 views. Of these views 140 related to the main weekly service and there is evidence to suggest that in some instances more than one person was watching the same device. The analytics for YouTube and Church Online show an average of 41 hours of viewing per week across the year, which suggests that apart from some casual viewers who may only have watched a few seconds there have been a reasonable number of people who have watched a substantial part of each service. It is difficult to draw hard and fast conclusions from the combination of this data, but it would appear that most people who were worshipping with us in 2019 have remained with us throughout the pandemic either attending in person or viewing our online services, with the addition of some new participants in our online services.

Despite the loss of rental income, which hit us hard, and restrictions which prevented us from holding fundraising events, the parish finances have held up remarkably well owing to the ongoing generosity of those who give through one of our regular giving schemes. The loss of rental income meant that we were not able to sustain our giving to Bristol Diocese at the level requested of us, but we were able to give more in Parish Share than we had budgeted for at the start of the year. We ended the year in a reasonably healthy financial position, which was remarkable given the impact of the COVID pandemic.

The highlights for the year included:

Annual Report and Financial Statements of the Parochial Church Council for the year ended 31 December 2021.

the cross around St. Mary’s Churchyard, developing an Easter garden in front of Tudor Cottage and using that as the main focus for our Easter Cracked service;

None of this could have happened without the hard work and dedication of many people who have helped us to weather the COVID storm in reasonably good shape. The challenge for 2022 will be to rebuild Parish life in the aftermath of the pandemic and to re-invigorate our mission to make Jesus visible across the Parish.

Ian Wallace

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Annual Report and Financial Statements of the Parochial Church Council for the year ended 31 December 2021.

Activities and Impact

Worship & Prayer

Aim: To become, by 2025, a vibrant growing community focused on following Jesus and rooted in prayer that is open to and caring of all people.

I took on the oversight of Prayer and Worship in September 2021.

I am pleased to report that, despite covid, we have achieved our vision of developing as a parish in prayer and worship.

As a parish we have achieved a great deal, and my hope and prayer is that we can continue to offer/introduce some new ideas that will help each one of us develop in prayer and worship, which in turn will help us grow in our relationship with God.

Wanda Morris

Missional Church

Aim: To become, by 2025, a vibrant growing community focused on following Jesus and rooted in prayer, that is open to and caring of all people.

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Annual Report and Financial Statements of the Parochial Church Council for the year ended 31 December 2021.

home group meeting across the parish, both in-person and online. Details for these can be found at https://www.yateparish.org/homegroups

2021 was a strange year where we were in and out of lockdown and Covid loomed large. It is encouraging that we were able to meet this challenge and be a family in these circumstances. It is also encouraging that Home Groups have continued to meet and have restarted in person. It is also good to see that mission in Ladden Garden Village has developed leading to greater connections with the community there.

Hywel Snook

Care for the Community

Aim: To become, by 2025, a vibrant growing community, focused on following Jesus and rooted in prayer, that is open to and caring of all people.

As a Ministry Team we are beginning the process of updating our Pastoral Directory . We are also doing some work to identify those parishioners who have not returned to church to worship services. These people will be contacted by both ministry team members and church members by way of an invitation along the lines of the cards we produced before Omicron took hold.

Some telephone ministry has continued, and in-person pastoral visits have also largely resumed. Rev Christopher Ainslie, in particular, does a wonderful job in taking communion out to the housebound and also to several care homes. There are also several people who are on the fringes of church who are being supported by trained listeners.

Craft Group has resumed , and it seems that many people have returned and we even have some new members. The leaders do a wonderful job here in maintaining contact with its members by phone and via its growing WhatsApp network, and the Wednesday morning itself is vital in maintain pastoral links and identifying pastoral issues. Fromeside Benefice have visited with a view to setting up a similar group in one of the churches there.

Shalom Group is now meeting regularly again on the fourth Tuesday in the Quiet Room at St Nicholas. As well as meeting for prayer, we are also undertaking a training course for healing and prayer teams, led by myself.

Mothers’ Union has resumed its monthly meetings, and continues to support families through Praise and Play and Sunburst. It’s hoped that Baptism Preparation sessions will soon resume the support as offered prior to Covid. It has not been possible to provide refreshment and a welcome to visitors at Ashfield Prison, although this is due to resume in April. In 2021 the Mother’s Union Deanery sent Easter and Christmas cards to all 400+ inmates in Ashfield Prison. In November the Yate Branch engaged in sixteen days of Activism against gender-based violence.

Lunch at One It was felt that returning to the pre-Covid Lunch at One format was not viable, and so Coffee at 11 was formed, meeting from 11am on the second Tuesday of each month at St Mary’s church.

Coffee Morning at St James This is a very vibrant group, and includes many people from the village who do not attend to worship.

Friendship Group and Lunch Club at St Nicholas has resumed. Whilst numbers are not at their pre-Covid level there are some new members attending. The group continues to campaign for new volunteers to help.

School Chaplaincy is still being offered to St Mary’s School staff.

Transforming Lives for Good is the Early Intervention programme under which St Mary’s school and St Mary’s church have formed a partnership. Coaching began in October 2021 with six coaches working with six children.

Joanne Hodge

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Annual Report and Financial Statements of the Parochial Church Council for the year ended 31 December 2021.

Youth, Children & Young Families

Aim: To become, by 2025, a vibrant growing community focused on following Jesus and rooted in prayer that is open to and caring of all people.

2021 has been a year of new beginnings for the youth and children’s ministry with some team members moving on from the parish and the new appointment of Lydia as the Youth and Children’s Missioner for Yate and Fromeside.

OBJECTIVE 1:

To have thriving youth work which equips the young people to be confident in their faith and sharing with others.

The early stages of the year were significantly impacted by COVID restrictions which meant that much of the children’s and families work was suspended. Rooted continued to meet virtually using Zoom and we used YouTube broadcasts to keep the Praise & Play/ Little Sparks community together. We restarted Praise & Play and Little Sparks in the openair during April and moved back indoors during the early summer. A number of events were also organised to regroup the Rooted community. Since September we have continued to gather the young people and children through our church ministries Rooted and Sunburst. We have also had a healthy number of young mums and dads that gather every week across the parish to attend our babies and toddler groups, Praise and Play and Little Sparks. This has been a fantastic way to build relationships with the wider community in Yate.

The Messy Church team has continued to host ‘Messy Church at Home’ events throughout the year supported by online videos. It was possible to restart Messy Church in person during the autumn and finish the year with a Messy Christingle service.

OBJECTIVE 2:

To care for our families and young people by the creation of an increased support network for families.

We have kept in contact by telephone and email with families we know from Praise and Play, Little Sparks and Sunburst, and have supported families who have had particular needs.

With the arrival of Lydia in September planning has begun for a mothers’ social group and a Dads-and-tots group which will be launched in 2022. A. These events will hopefully help to build healthy relationships with more families and begin to care for their needs in a more detail way as we get to know them.

OBJECTIVE 3:

Equipping leaders and raising up new volunteers.

Our objective is to have more people involved in leading various groups to help shape and develop the youth and children’s ministry further. We would like to see more young people leading in different ways and developing their gifts and talent within the church context. We are in the early stages of exploring an All-Age service which will be a great place to encourage some of the young people to lead confidently.

OBJECTIVE 4:

To have good links with our local schools and youth groups.

We continue to offer weekly assemblies to St Mary’s school and have been available for chaplaincy work for staff. We already have a good relationship with St Mary’s School and are beginning to form a connection with Brimsham Green secondary school. Our hope is that we can develop these relationships further and build links with other schools to open up opportunities for wider engagement in the life of schools across the Parish, such as inviting schools to different church youth events in the long term.

Lydia Chancellor

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Annual Report and Financial Statements of the Parochial Church Council for the year ended 31 December 2021.

Mission to Ladden Garden Village Estate (North Yate)

The Pilgrim missional community has been working with the residents of Ladden Garden Village since 2019. Following on from our work during Covid, 2021 allowed us to build on our previous work and establish key relationships in LGV. During the year we were able to hold six community events and work with key partners to deliver them. This is in stark contrast to 2020 when we were only able to hold one in-person coffee morning and online trails at Remembrance and Christmas.

During 2021 we established key relationships with the social housing provider Live West, Barrett and David Wilson homes and played a key role in establishing the LGV community group. We began our events with an Easter egg hunt and cake sale outside the show homes in aid of Family Food for Free. Around 60 residents attended and completed the trail. We then worked with Live West to co-ordinate a programme of events for the rest of the year. These were mostly based around environmental action.

Sunflower Planting: residents grew sunflowers from seed and then planted them in Brimsham Park.

The Home from Home community pavilion was built next to the play park and was used as a venue for all the events held in 2021. A grant was awarded that paid for an artist to attend each of these events in 2021 and hold craft workshops for families.

Bee’s Needs Day: in September we held a cake sale and had a demonstration from a bee keeper. Following on from this day we are currently training residents to care for the beehive in LGV.

Hedgehog day: we held a Day of the Dead trail and raised money for a local hedgehog charity.

Remembrance

Each street in LGV is named in honour of a serviceman who died in WW1. We leafletted the whole estate with information sheets about the serviceman remembered. The LGV community group sponsored a wreath which was laid on Remembrance Sunday.

Christmas Fayre

LGV community group organised a Christmas fair with stalls from local businesses and singing from a local folk group. We obtained funding from Barrett Homes to buy 100 Selection Boxes and a huge amount of Christmas lights. We used the lights to turn the Home from Home into Santa’s Grotto where each child received a selection box.

2021 has been a good year especially after Covid. It has been a real blessing to establish relationships with the developers, Live West and the Arts Council. Most of all it has been fantastic working alongside local residents as part of the LGV community group.

Hywel Snook

Governance, Administration, Finance, Communication & Facilities (GAFCaF)

Aim: to support ministry within the Parish by ensuring

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Annual Report and Financial Statements of the Parochial Church Council for the year ended 31 December 2021.

Ian Wallace

Mission Area

The Yate & Fromeside Mission Area is a joint missional venture with Fromeside Benefice aimed at bringing new growth and energy to both benefices. It was begun in 2017 at the instigation of Bristol Diocese as part of the Church of England’s Strategic Development Programme. The Mission Area was formally launched with a Covenant Service in January 2018 and by June of that year the two benefices had developed a joint plan for the first 18 months which ran to December 2019. A subsequent plan that was developed to cover the period from 2020 to 2022 has been interrupted by the COVID pandemic.

There can be little doubt that the pandemic has restricted what can be done to outwork the vision of the Mission Area and has taken some of the impetus out of the partnership. However there has also been some innovation, particularly with regard to our response to the growing concerns around mental well-being in our communities. One of the greatest achievements of the year was the launch of our TLG mentoring programme with St. Mary’s School. Five mentors have been trained and since October each of them has been giving an hour every week to particular children chosen by the school as needing one-to-one support.

We also successfully appointed a Youth Missioner at the third time of trying and Lydia began work with us on a parttime basis in September. This will increase to full-time working in 2022.

Work also began on the integration of the Parish of Coalpit Heath into the Mission Area following the retirement of their incumbent in June. Their PCC finally voted at the end of the year to become part of the Fromeside Benefice and full integration will happen once all the legalities have been completed in 2022. The vacancy left by the retirement of their incumbent and the subsequent move into hospital chaplaincy by Revd. Iain Macfarlane will be filled by one person who will work 50% of their time in Coalpit Heath and the other 50% in developing discipleship across the Mission Area.

Ian Wallace

Safeguarding

Safeguarding is Everyone’s Business; See Something, Do Something

To ensure that safeguarding underpins all we do within the Parish, our work is founded on guidance and policies from the National Safeguarding Team and the Diocese of Bristol together with the Parish of Yate’s safeguarding policy and procedures document. This is available on the parish website and in each church alongside information on who to contact. Attendance at diocesan PSO forums and being a member of the Diocesan Risk Management Group enables the sharing of good practice and ensures we keep abreast of wider developments within safeguarding.

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Annual Report and Financial Statements of the Parochial Church Council for the year ended 31 December 2021.

In September 2021 the PCC approved the recommendations of the Parish Compliance Officer’s Report on safeguarding.

To reflect the increasing practical and strategic work involved with parish safeguarding, the team has expanded, and each church now has a safeguarding officer:

Beverley Hodgson – Parish of Yate/St Mary’s Ros Bailey – St Nix Carol Goddard – St James’ Jenny Shiles – St Peter’s

Whilst appointed to individual churches we operate an open-door policy, and each safeguarding officer is available to provide advice and guidance across the Parish of Yate. Over the last year we have provided ongoing support to the ministry team and parishioners, liaising with professionals and the Diocese of Bristol safeguarding team as needed.

All church officers and volunteers who have contact with children, young people and adults who could be at risk of abuse or neglect must be recruited in line with new Safer Recruitment and People Management Guidance that came into effect in January 2022. The process involves the development and advertising of a role description and person specification, completion of an application form, written references, an interview, the level of which is dependent on the role applied for, and the appropriate completion of a DBS. The PCC adopted this policy in March 2022. The requirement for DBS changed from 5 years to 3 years in January 2022. Pam Brown, Parish Administrator, remains the Parish Disclosure and Barring Service administrator.

As a Parish we follow the Church of England’s recommendation for the training required for individual roles. All volunteers working with children, young people and vulnerable adults are required to complete Basic and Foundation level training which is available online. Individuals in positions of leadership are required to complete the Safeguarding Leadership module available on Zoom. The aim of the safeguarding training is to equip volunteers with the information needed to recognise, respond, record and refer safeguarding concerns or disclosures made by individuals.

In the coming year we will continue to develop the work already started and develop the safer recruitment process for all volunteers. After Easter I shall be organising in-person safeguarding training.

To quote Justin Welby, “We cannot place a high enough importance on safeguarding issues. Every day the vulnerable come to us for shelter, for support and for comfort. Their trust cannot be taken for granted.”

Beverley Hodgson, Parish Safeguarding Officer, Parish of Yate.

Health and Safety Report

Covid again disrupted the plans to review and develop Health and Safety documents and arrangements during 2021. 2021 has again been a fairly quiet year on the accident front, with no incidents being recorded. This is probably a result of the Covid pandemic which restricted church events.

It is now important to remind members of the congregation and users of our premises of the Health and Safety Policy to ensure that everyone, including themselves, are kept safe by following the working practices that have been developed and implemented across the parish.

The information provided by the Church Insurance company has continued, and will be discussed with the Churches Health and Safety Representatives, and will be used to inform the review of the Parish Health and Safety Policy.

An updated Risk Assessment form has been created and is available on the Parish File Store in the Health and Safety folder.

Gus Smith, Parish Health & Safety Officer

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Annual Report and Financial Statements of the Parochial Church Council for the year ended 31 December 2021.

Treasurer’s Report

2021 may have involved less disruption than the shock of 2020 but we were still very much in the midst of the pandemic, so we were exceptionally grateful that not only did most of our donors maintain or even increase their planned giving levels, but we were also able to run a major fundraising campaign to help fund the partial roof replacement project at St Mary’s.

We were successful in applying for significant levels of grant funding towards the roof project and would like to express our gratitude to the awarding bodies for this and other projects which were also grant funded.

Managing our expenses was still important, and we were able to pay an increased level of Diocesan Parish Share contributions, above the amount we had expected at the start of the year. We continue to aim to increase these payments in recognition of the level of clergy support we receive from the Diocese. We remain cautious that 2022 brings many financial challenges as costs increase, particularly energy costs.

Overall, our income was up by £339k versus 2020 (of which £290k related to grants) and expenses up £314k versus 2020 (almost entirely due to the roof project). Our investments grew and our overall funds at the end of the year were £51k higher than the same point in 2020.

We do have a significant list of building refurbishment projects lined up that will need funding and the Trustees will ensure that appropriate funding arrangements are put in place to manage this pipeline of work.

Covid-19 Statement

The accounts have been prepared on the assumption that the charity is able to continue as a going concern. The COVID-19 pandemic is continuing and may also impact our 2022 income. The Trustees have considered the impact on this issue and are working with the Diocese to ensure Parish Share contribution levels strike a balance between managing our own reserves and making a meaningful contribution to the Diocese bearing in mind the level of clergy the Diocese provide for us. The trustees consider that the charity has sufficient cash reserves to continue as a going concern for a period of at least 12 months from the date on which these financial statements are approved.

Stephen Lord

Conclusion

The Annual Report is a composite document prepared by Officers and members of the PCC, in line with the terms of the Charities Acts of 1993, 2011 and 2022. We hope this report gives a clear picture of the church and the way in which the PCC have administered the task placed on them as trustees in the Parish of Yate.

On behalf of the PCC, The Revd. Ian Wallace (Team Rector).

29[th] April 2022

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Annual Report and Financial Statements of the Parochial Church Council for the year ended 31 December 2021.

The Parish of Yate PCC Financial Statements For The Year Ended 31 December 2021

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Annual Report and Financial Statements of the Parochial Church Council for the year ended 31 December 2021.

The Parish of Yate PCC Notes to the Financial Statements For the year ending 31 December 2021

1 Accounting Policies

The financial statements have been prepared in accordance with the Church Accounting Regulations 2006 together with applicable accounting standards and the Charities SORP 2005.

The financial statements have been prepared under the historical cost convention except for the valuation of assets, which are shown at market value. The financial statements include all transactions, assets and liabilities for which 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.

Funds

Endowment Funds are funds, the capital of which must be maintained; only income arising from investment of the endowment may be used either as restricted or unrestricted funds depending upon the purpose for which the endowment was established.

Restricted funds represent (a) income from trusts or endowments which may be expended only on those restricted objects provided in terms of the trust or bequest and (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 the year must be carried forward as a balance on that fund. The PCC does not invest separately for each fund. Where there is no separate investment, interest will in future be apportioned to individual funds on an average balance basis.

Unrestricted funds are general funds that can be used for PCC ordinary purposes.

Incoming 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 accrued. All other income is recognised when receivable. All incoming resources are accounted for gross. Amounts received specifically for mission are dealt with as restricted funds.

Resources Expended

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 parish share is accounted for when due. All other expenditure is generally recognised when it is incurred and is accounted for gross.

Activities Directly Relating To The Work Of The Church

The diocesan parish share is accounted for when due. Any parish share unpaid at 31 December is provided for in these financial statements as an operational (though not a legal) liability and is shown as a creditor in the balance sheet.

Staff Costs

A small immaterial portion of the expenses paid to the clergy may have related to their services as members (including the chair) of the PCC. Payments of £3,242 during the year were paid to PCC members or their family members for services outside the scope of their PCC duties.

Fixed Assets

Consecrated property and moveable church furnishings

Consecrated and beneficed property is not included in the financial statements in accordance with s.96 (2) (a) of the Charities Act 1993.

Annual Report and Financial Statements of the Parochial Church Council for the year ended 31 December 2021.

15

Moveable church furnishings held by the vicar and Churchwardens on special trust for the PCC, and which require a faculty for disposal, are accounted as inalienable property unless consecrated. They are listed in the church’s inventory, which can be inspected (at a reasonable time). For inalienable property acquired prior to 2000 there is insufficient cost information available and therefore such assets are not valued in the accounts. Items acquired since 1 January 2000 with individual value below £1000 are written off.

Investments

Investments are valued at market value at 31 December.

Current Assets

Amounts owing to the PCC at 31 December in respect of fees, tax rebates, rents and other income are shown as debtors less provision for amounts that may prove uncollectable.

16

Annual Report and Financial Statements of the Parochial Church Council for the year ended 31 December 2021.

Ind•pend•nt Examln•r's Report to th• PCC of th• Parish of Yat• This report on the financial statements ol the PCC for the year ended 31 December 2021, which are set out on pages Is in respect of an examination carried out in accoidance wrth thè Church Accounting Regulatyons 20(6 (the Reg¢Jlationsl and $.43 of the Charthes Act 1993 Ithe Acti Resp•ctlv• r•#ponslbllltle8 of th• PCC •nd th• ¥xamln•r As members of the PCC you a￿ responsible for the preparation ol the financial 5tatemen15". you Consider that the audrt requirernent of the Regulations and section 43121 ol the Act does not apply. It is my responsibility to Issue this report o those financial slalements in accordance with the lerrns of the Regulations. Basi¥ of this r•port My e¥arnInai￿n was ¢arrièd o¢Jt in accordance with the Gèneral Directions given by the Charity Commission undèr section 4317llbl of the Act and to be found in the Church guidance, 2006 edition. That exarrlination included a review of the accounting rectsrds kept by the PCC and a comparison of the accounts with Ih05é records. 11 also included consrflering any unusual Iterns or disclosures in the financial statement5 and seeking explanations frorn ygu as trustees conceming any such matters. The procedures undertaken do not providè all the evidencè that would be required in an audit. and consequentty I do not express an audit opinion on the view given by the accounts Indèp•ndent Examiners Statement In connection with my examination. no matter has come to my attention, which 9ivès mè reasonablè eause to believe that in any matèrial ￿Spect requirements to keep accountin9 records in accordan¢e with section 41 of thè A¢( or to prepare financial statements which accord with the accounting records and cornpty with the Regulaty'ons have not been met," or lowh￿h, in my opinion. attenb.on should be drawn in order to ènablè a proper understanding of the accounts be reached. (Signed) IDatedl Rthard Le51ie MBA FCCA FCA Pathèr R. A. Le51ie & Co. I Chartered Accountsnts G¢wran House, 56 Broad Street, Chipping Sodbury. Bristol, BS37 6AG 18 AMu•l R•port •nd FlnM¢l•l 8t•twb•nts of th• P*ro¢hl4 Clwrch CourKII for lh• y•ir •nthd J1 D•¢•mb•r 2021.

The Parish Of Yate PCC Statement of Financial Activities For The Year to 31st December 2021

Incoming Resources Note Unrestricted Restricted Endowment Total Funds
Funds Funds Funds 2021
2020
£ £ £ £
£
Incoming resources from generated funds 2
Voluntary income from donors 2a 93,294 0 0 93,294
98,812
Voluntary income - other 2b 310,039 5,645 0 315,684
20,500
Incoming resources from charitable activities
Lettings and fees 2c 53,261 884 0 54,145
36,730
Other 2d 48,969 0 0 48,969
17,191
Investment income 2e 3,538 3,687 0 7,225
7,009
Other incoming resources 2f 0 0 0 0
0
Total Incoming Resources 509,102 10,216 0 519,318
180,243
Resources Expended
Cost of generating funds 3
Costs of generating voluntary income 3a 430,988 5,808 4,645 441,440
128,011
Governance costs 3b 47,536 0 0 47,536
45,480
Costs of Generating Funds 3c 2,322 0 0 2,322
1,753
Charitable activities 3d 4,140 0 0 4,140
2,310
Movement in Debtors 5 991 0 0 991
4,416
Total Resources Expended 485,977 5,808 4,645 496,430
181,970
Net Incoming (Outgoing) Resources 23,124 4,409 -4,645 22,888
-1,727
Transfers -0 0 0 -0
-670
Gains and Losses on Investments 11,980 0 16,093 28,073
13,572
Net Movement in Funds 35,104 4,409 11,448 50,961
11,175
Reconciliation of Funds
BalancesB/F @ Start Of Year 182,392 72,874 127,034 382,300
371,125
Balances C/F @ End Of Year 217,496 77,283 138,482 433,261
382,300

18

Annual Report and Financial Statements of the Parochial Church Council for the year ended 31 December 2021.

The Parish Of Yate PCC Balance Sheet as at 31st December 2021

Note 2021 2020
£ £
Fixed Assets
Tangible Fixed Assets 4a 0 0
Investment Assets 4b 239,010 210,937
Current Assets
Debtors 5 1,595 2,585
Cash at bank and in hand 6 192,657 168,778
Total 194,251 171,363
Liabilities - Amounts falling due within one year 0 0
Net Current Assets 194,251 171,363
Liabilities - Amounts falling due more than one year 0 0
Net Assets 433,261 382,300
Funds
Unrestricted 8 218,866 186,639
Restricted 8 71,268 68,627
Endowment 8 143,127 127,034
433,261 382,300

Approved on 9 May 2022

Revd. Ian Wallace (Chair)

Stephen Lord (PCC Treasurer)

The notes on pages 1-9 form part of these accounts

19

Annual Report and Financial Statements of the Parochial Church Council for the year ended 31 December 2021.

The Parish Of Yate PCC Fund Analysis For The Year to 31st December 2021

Movemen Payment
Opening t Income s Transfers Transfers Capital Closing
Balance In Revaluatio Balance
s Debtors In Out n s
£ £ £ £ £ £ £
General
Printer 147 0 0 147
Discretionary Capital 69,210 9,901 79,111
Discretionary Revenue 1,668 3,069 -294 4,443
Parish - General 24,310 55,655 -47,235 25,608 58,338
St James General 5,904 44 22,141 -16,497 1,760 -8,537 4,814
St Mary's General 3,756 -222 352,597 -350,424 217,677 -217,255 6,129
St Nicholas General 3,511 -500 49,851 -43,820 -7,680 1,362
St Peter's General 2,167 -313 11,249 -12,487 7,000 -5,056 2,560
St Nicholas Y Centre for PCC 857 14,074 -14,229 703
St Mary's EB Memorial 46,334 32 0 204,583 -217,677 33,272
St Peters CBF General 14,084 433 3,700 -7,000 11,217
St Peter's Investment CBF 14,692 2,079 16,771
General Funds 186,639 -991 509,102 -484,986 460,327 -463,205 11,980 218,866
Specific
St. Mary's Newman Income 5,155 4,556 -5,808 3,903
St. James Fabric 29,625 16 0 4,637 -1,760 32,518
St. Nicholas Fabric 19,288 0 19,288
St Nicholas Roof 14,560 0 14,560
St Nicholas Youth Centre Projects 0 5,645 -4,645 1,000
Specfic Funds 68,627 0 10,216 -10,453 4,637 -1,760 0 71,268
Endowment
St. Mary's Newman Trust Capital 127,034 16,093 143,127
Endowment Funds 127,034 0 0 0 0 0 16,093 143,127
Total Funds 382,300 -991 519,318 -495,439 464,965 -464,965 28,073 433,261

20

Annual Report and Financial Statements of the Parochial Church Council for the year ended 31 December 2021.

The Parish Of Yate PCC Notes To The Financial Statements For The Year to 31st December 2021

Total
2 Incoming Resources Unrestricted Restricted Endowment Funds
Funds Funds Funds 2021 2020
£ £ £ £ £
2a Voluntary income from donors
Planned
Giving 70,603 70,603 69,829
Income Tax
Recoverable 16,603 16,603 22,723
Collections (Open plate) 6,088 6,088 6,261
93,294 0 0 93,294 98,812
2b Voluntary income - other
Grants 304,497 5,645 310,142 20,500
Donations, Appeals, etc. 5,542 5,542 0
310,039 5,645 0 315,684 20,500
2c Lettings and Fees
Church hall lettings 36,018 36,018 25,923
Fees 17,243 884 18,127 10,807
53,261 884 0 54,145 36,730
2d Other income
Funds generated 48,969 48,969 17,183
Copier 0 0 0
48,969 0 0 48,969 17,183
2e Investment Income
Interest/Dividends 3,538 3,687 7,225 7,009
3,538 3,687 0 7,225 7,009
2f Other incoming resources
Miscellaneous 0 0 0
Insurance
claim 0 0 0
Legacy 0 0 0
0 0 0 0 0
Total Incoming Resources 509,102 10,216 0 519,318 180,234

21

Annual Report and Financial Statements of the Parochial Church Council for the year ended 31 December 2021.

The Parish Of Yate PCC Notes To The Financial Statements For The Year to 31st December 2021

3.

3a

Resources Total
Expended Unrestricted Restricted Endowment Funds
Funds Funds Funds 2021 2020
£ £ £ £ £
Costs of Generating Voluntary
Income
Activities directly relating to the
church
Ministry Diocesan Share 65,977 65,977 57,242
Ministry Clergy Expenses 3,847 3,847 5,056
Church Running Expenses 0 0 0
Utilities 5,307 5,307 11,534
Insurance 9,995 9,995 8,903
Church Maintenance 6,053 6,053 6,189
Equipment Repairs 7,292 7,292 3,369
Other Projects 205 205 5,095
Roof Project 306,546 306,546 9,543
Church Cleaning 1,674 1,674 1,562
Flower Decoration 0 0 0
Altar requisites 310 310 901
Vision 9,553 9,553 1,965
Care of Church Grounds 5,808 5,808 5,727
Youth & Community Centres Running
Costs
Utilities 2,440 2,440 2,227
Insurance 799 799 787
Repairs 1,312 1,312 540
Staff Costs 7,893 7,893 5,720
Equipment 0 0 0
Admin 0 0 0
Caretaking 1,785 1,785 1,651
Projects 0 4,645 4,645 0
Building Refurbishment 0 0 0
Stationery etc. 0 0 0
Total Costs of Generating Voluntary
Income 430,988 5,808 4,645 441,440 128,011

22

Annual Report and Financial Statements of the Parochial Church Council for the year ended 31 December 2021.

The Parish Of Yate PCC Notes To The Financial Statements For The Year to 31st December 2021

3.

3b

3c

Resources Expended Unrestricted Restricted Endowment Total Funds
Funds Funds Funds 2021 2020
£ £ £ £ £
Governance Costs
Church Management &
Administration
Staff - Administration 31,924 31,924 25,892
Other Staff Costs 4,616 4,616 2,781
Sundry Expenses 0 0
Administration 4,355 4,355 5,799
Miscellaneous 6,541 6,541 10,900
Bank Charges 100 100 108
47,536 0 0 47,536 45,480
Cost of generating
funds
Fund Raising 2,322 2,322 1,753
Copier 0 0 0
2,322 0 0 2,322 1,753

23

Annual Report and Financial Statements of the Parochial Church Council for the year ended 31 December 2021.

The Parish Of Yate PCC Notes To The Financial Statements For The Year to 31st December 2021

3 Resources Expended Unrestricted Restricted Endowment Total Funds
Funds Funds Funds 2021 2020
£ £ £ £ £
3d Charitable Activities
Charitable Giving 4,140 4,140 2,310
Analysed as:
St Peters Hospice 1,826
Regenerate 1,200
Tear Fund 384
In Hope 300
Ride & Stride 262
Salvation Army 76
Yate Foodbank 75
British Legion 17
Total 4,140

24

Annual Report and Financial Statements of the Parochial Church Council for the year ended 31 December 2021.

The Parish Of Yate PCC Notes To The Financial Statements For The Year to 31st December 2021

2021 2020
£ £
4a Fixed Assets for use by PCC 0 0
4b Investments
Market Value at start of year Discretionary Fund 69,211 64,758
Newman
Market Value at start of year Trust 127,034 118,861
St Peters
Market Value at start of year CBF 14,692 13,746
Gain on revaluation Discretionary Fund 9,901 4,453
Newman
Gain on revaluation Trust 16,093 8,173
St Peters
Gain on revaluation CBF 2,079 946
Valuation at end of year 239,010 210,937
Holdings as at end of year (Number of units)
Dis. Fund 3,378 3,378
New Trust 6,112 6,201
St Peters 717 717
10,207 10,296
5 Debtors (Unrestricted Funds)
Tax Claim 1,595 2,585
1,595 2,585
6 Cash Balances
Parish Lloyds Account 16,213 11,888
Parish Lloyds Account 65,590 33,000
St. James CBF 32,518 29,625
St. Mary's CBF 33,272 46,334
St. Nicholas CBF 19,288 19,288
St. Peter's CBF 11,217 14,084
St. Nicholas CBF Roof 14,560 14,560
192,657 168,778

25

Annual Report and Financial Statements of the Parochial Church Council for the year ended 31 December 2021.

The Parish Of Yate PCC Notes To The Financial Statements For The Year to 31st December 2021

7 Diocesan Parish Share

2021 2020
£ £
65,977 57,242

The Parish Share paid was greater than the amount put forward at the start of the year due to higher than expected income figures.

8 Analysis of net assets by fund

General Restricted Endowment Total 2019
£ £ £ £ £
Investments 95,882 143,127 239,009 210,936
Debtors 0 0 2,585
Cash Balances 89,712 89,712 53,818
Cash Balances St Mary's CBF 33,272 33,272 46,334
Cash Balances allocated funds 71,268 71,268 68,627
218,866 71,268 143,127 433,261 382,300

26

Annual Report and Financial Statements of the Parochial Church Council for the year ended 31 December 2021.

Appendix

Diocesan Synod annual report (for inclusion in PCC Annual reports)

The Diocesan Synod, which is the primary, elected representative body drawn from across the Diocese of Bristol, met four times in 2021: in March, June and then following the elections for a new Synod in September and November. As well as hearing about and discussing a wide range of areas of the Church’s work, it helps formulate and approve policy and the diocesan budget and debates important local and national issues affecting the Church.

Transforming Church Together

A large part of the Synods work during 2021 was focussed on Transforming Church Together. In March the Synod took part in the consultation and engagement process that took place right across the Diocese. At its June meeting the early findings of that consultation process were shared with the Synod and members had the opportunity to reflect on these, feeding back their ideas which led into the development of the Vision, Purpose and Values. In November the Archdeacons led an activity introducing the Synod to the emerging strategic priorities.

Diocesan finances

The Synod’s role approving the financial plans of the Diocesan Board of Finance was part of both the June and November meetings. In June Andrew Lucas, Chair of the Diocesan Board of Finance, presented the 2020 Annual Report and Financial Statements and updated the Synod about the performance of the organisation in strategic as well as financial terms. In November, he presented the 2022 Budget for approval and Synod members participated in round table discussions to follow up any clarifying points and share views on the proposed budget. Andrew reflected on the impact of the pandemic on the DBF’s finances, long-term issues of affordability for the Diocese, the future impact of the new strategy and the strength of the DBF’s balance sheet. He also highlighted the tension between the desire to balance the budget and the need to invest in future ministry, with a large part of the projected deficit of £681k in 2022 being due our continuing commitment to investing in future ministry. With prayerful consideration, the Synod approved budgeted expenditure of £9.712m in 2022.

Other reports and discussions included:

The Annual Safeguarding Report in June, presented by Andy Wills, Independent Chair who spoke to synod about the considerable developments by the National Safeguarding Team following the publication of the report of the Independent Inquiry into Child Sexual Abuse (IICSA), and media attention on a number of issues.

As the Creating Connections strategy came to the end of its active period during the year and the Synod heard reports from some of the initiatives and projects which had been started to support it.

Bishop Lee recapped that investing in curacies was one of the main strategic choices under Creating Connections, which committed the Diocese to growing vocations to ordained ministry by 50%. This was in line with a national Church of England initiative in the light of the gap between ordinations and retirements. A 50% increase would largely meet overall stipendiary clergy deployment plans nationwide.

The Synod heard from Liz Townend (Diocesan Director of Education), who gave a presentation on education work in the Diocese and specifically the growth of new church schools .

Two years after Diocesan Synod declared a climate emergency in November 2019, Clare Fussell (Diocesan Environmental Officer) gave an update report to Diocesan Synod members on progress.

27

Annual Report and Financial Statements of the Parochial Church Council for the year ended 31 December 2021.

.l•J 28 Annual Report and Flnanclal Statements of the Parochlal Church Councll for the year ended 31 December 2021.