2022-12-31-accounts

The Parish of Yate

Annual Report and Financial Statements of the Parochial Church Council for the year ended 31st December 2022 (In line with the terms of the Charities Acts of 2011 & 2022 & the Church Representation Rules)

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 2022

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 Associate Ministers The Revd. Hywel Snook, The Revd. Chris Ainslie, The Revd. Joanne Hodge, The Revd. David Jones (from Oct) Curates The Revd. Wanda Morris PCC Secretary Mrs Pamela Brown PCC Treasurer Stephen Lord Church Wardens Mr John Cornforth, Mrs Claire Hayward, Mrs Mary Farrell St Mary Mr Patrick Mills (fin April), Mrs June Powell St James Mrs Anne White (fin May) St Nicholas Mr Mike Collis, Mrs Shirley Dando St Peter

Deanery Synod Representatives

Mrs June Powell (St J), Mrs Ros Bailey (fin May) (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; Mrs Mary Perks (re-elected May); Mrs Julia Holbrook; Mrs Clare Hayward - St Mary Mr David Warren (fin May); Mrs Diana Carter (from May); Ros Bailey (from May), Debbie Foster (from May) - St Nicholas Mrs Kathryn Mills; Mrs Joy Archer; Carol Goddard - St James Mrs Janet Williams; Mr. Wulstan Perks; - St Peter

Co-opted PCC Members

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

PCC Standing Committee

Revd Ian Wallace (Chair); 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 (Treasurer)

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 St Mary Mr Terry Carter St James Mrs Kathryn Mills St Peter Mr Mike Collis St Nicholas Mr David Warren

Electoral Roll Officers Health & Safety Mrs Wendy Dykes Mr Gus Smith Mr Andrew Rapson Mr Norman Shanks Mr Mike Collis Mr Mike Collis 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 Officers 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 17 members.

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: 2012 St Mary 127 St Nicholas 75 St James 34 St Peter 30 Total Parish Roll266	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	2022
										147 66 35 22 270

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

Despite the shadow of the COVID omicron variant being cast across the beginning of the year the Average Weekly Attendance recovered well to 323 in-person attendees per week. This compares well with 190 in 2020 (which was boosted by good attendance before the first lockdown) and 136 in 2021, but is still below the pre-COVID peak in 2019 of 380. The recovery was no doubt boosted by the return of some of the larger events and festivals although Christmas attendance was disappointing - this may have been due, in part, to the fact that Christmas fell on a Sunday.

There were a total of 487 in-person services across the Parish during 2022 which compares with 398 services in 2021 and 252 in 2020. We are still well below the pre-COVID peak of 579 services held throughout 2019 but this is largely due to the fact that two mid-week prayer services have, as yet, failed to restart.

The under-16 attendance grew during the year, mostly at St. Mary’s and St. Nix. This is partly the result of Praise & Play and Little Sparks doing well, but also due to the reintroduction of Parade Services at St. Mary’s.

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 2022 we broadcast 337 services online, which compares with 417 in 2021. The average weekly viewing was 240 (c.f. 497 in 2021), which was largely focused on the Facebook Morning Prayer. For our main services we know that most of the viewers watched the whole service with an average viewing of 45 minutes per person. When online viewing figures are added to the in-person attendance it suggests that more people are participating in worship than pre-COVID, although we have noticed significant fluctuation from week to week with some on-line services attracting as many as 20 live viewings and others only 2. Having said that, it is also clear that many people prefer to watch the recorded version at some other time during the week.

Occasional Offices

The Occasional Offices have begun to pick up again following the COVID pandemic. Baptisms recovered well, though they are still below pre-COVID levels and there is some indication that ongoing uncertainty and financial insecurity may be causing some people to continue to hold back. This is certainly true of the weddings which were disappointingly few. However, we conducted a significant number of funerals and continue to have a good working relationship with the Funeral Directors in the area.

Year Baptisms Weddings……… Funerals in church…… Funerals at Crem. ……	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	2022
											44 13 31 19

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.

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 coordinated 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 and during this year six children have been mentored in this way.

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 Rob Cockle - Executive Head Teacher Mrs Bethan Scriven - Headteacher Vacancy - LEA Governor Mrs Gemma Wilburn - Clerk

During this year the Governors voted to federate with St Helen’s School, Alveston to enable the successful partnership that has been established to continue. Recruitment started for a new Executive Head Teacher to lead the Federation which is expected to start in April 2023.

The Rector’s Summary of 2021

In last year’s report I optimistically used the words ‘bounce-back’! In reality our post-pandemic experience has been more one of slow and patient rebuilding following the significant impact that the COVID pandemic had on Parish life. The Omicron Variant continued to cast its shadow over the start of the year, but little by little confidence has returned, with much of Parish life functioning normally by the end of the year. One couple who were regular attenders pre-pandemic turned up at our Christmas services and told me that it was the first time they had felt confident enough to return to church.

The perception of slow and steady rebuilding is reflected in our attendance figures for the year. We held almost 90 more services during this past year but are still not back up to our pre-COVID level of 579 services, largely because two midweek prayer meetings have not yet restarted. Our Average Weekly Attendance also recovered well to 323 per week but again was still not back up at the 2019 level of 380 per week. We continued to broadcast on-line services which have proved to be helpful for the housebound, but they no longer have the prominence in Parish life that they did in 2020 and 2021.

We did see some growth in our ministry to young people, despite the fact that the year was disrupted by the resignation of our Youth & Children’s Missioner in September. Thankfully we were able to fill the gap with an excellent local candidate who was able to start with us at the beginning of October thus minimising any hiatus, but it meant that the advertising of youth and children’s activities at the critical point of the start of the new school year was impaired. However, the momentum has picked up again and I remain optimistic that next year will see significant advances towards achieving our vision in this area. We did start two new initiatives for parents and young children during the year: - the Mammas Club and Who Let the Dads Out. Both have brought new families into the church.

Our finances have recovered reasonably through the year with the restarting of most of our rental income. There are one or two clubs that didn’t restart after COVID which means that we have lost their rental income but new hirers are being sought. Donation income has held up remarkably well throughout the pandemic and during the year we were able to restart some of our fundraising events. However, these gains have not been sufficient to offset the very significant increases in energy and other general costs which kicked in during the second part of the year and we ended the year with a deficit. We were able to renegotiate our energy supply contracts at a rate which was favourable in the current circumstances but going forward we will need to fund these increases in costs from reserves unless there is a marked increase in donation income during the year.

The highlights for the year included:

• The re-launching of our five-year vision at the start of the year

• The prayer vigil for the people of Ukraine following the outbreak of war, which was attended by a significant number of townspeople

• Establishing the Mammas Club and Who Let the Dads Out as a regular part of Parish life

• The increased momentum in ministry to children and young families following the appointment of Charlie Blackett as Youth & Children’s Missioner

• Taking six young people in St. Mary’s School through a year-long mentoring scheme under the TLG Early Intervention Programme

• The appointment of Revd. David Jones to take the lead on developing Discipleship across the Parish

• The running of the Pilgrim Course based on St. James Church, which has subsequently led to a new Home Group and two confirmations

• A Platinum Jubilee celebration event at St. Mary’s, run in conjunction with Yate Heritage Centre

• The developing of the outreach to the new development in Ladden Garden Village by the Pilgrim Group

As we move forward through 2023 there are many encouraging signs of new growth, but as much of the core congregation ages there are challenges of transition and a Ministry Team that is increasingly stretched. We will need to rebuild our volunteer base and continue to prioritise our work among young families, but the vision that we set ourselves in 2020 continues to serve us well as we endeavour to make Jesus visible among the residents of the Parish.

Ian Wallace

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 am pleased to report that we are continuing to develop our vision for the parish in prayer and worship.

• Monday–Saturday morning prayer and worship is offered live on Facebook, for all who want to attend. Attendance has stayed constant. This is led not only by members of the ministry team, but also a couple of volunteer members. For this we are very grateful.

• Hywel continues to lead a team adapting the live-streaming from one of the churches each week. This has been one of the most beneficial aspects for our community near and far, as it allows the listener to feel connected to God’s family even if they cannot attend church, for whatever reason, such as illness or restricted mobility.

• Reflective walks, beginning with a piece of scripture. We would stop and pause at appropriate moments along the walk to allow God’s presence to be felt among us, either as we reflected on the passage of scripture or on the abundance of God’s creation around us. This was offered across our mission area.

• During Advent a reflection afternoon was offered to reflect on the coming of the king, and on our own journey in waiting.

• A service was arranged especially for the Ukrainian refugee families to acknowledge that a year had passed since the Russian invasion.

• Lent and Easter: Leading up to and including Holy Week, reflections and services of prayer and worship were offered.

• Thy Kingdom Come 2023: A global wave of prayer which is between Ascension and Pentecost: 18th-28th May. This is an opportunity to pray with Christians around the world for people to know Jesus Christ.

• Homegroups will continue to bring an aspect of prayer and worship as they meet on a weekly/biweekly basis.

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.

• Hold a celebration of small groups to raise the profile and recruit new members

Held third celebration of home groups in September 2022. Revd Dave Jones connected with all group leaders and will have a one to one with each. One new home group started in St James Westerleigh. A Home Group has started in Fromeside.

• Broaden our Discipleship offering by introducing a practically focused option for the discipleship journey

Reflective walks held over the summer across the mission area.

• Bring about the splitting of Discipleship & Mentoring from the community engagement elements of Missional Church and recruit a new Associate Minister to focus on Discipleship to allow for a proper focus on each

Handover is in progress between Revd Dave Jones and Revd Hywel Snook

• Run a nurture course leading towards confirmation (probably based on the Pilgrim Course)

Eleven people attended the nurture course and 2 people to be confirmed. The group continued to meet in September using the Pilgrim materials.

• Develop a discipleship programme based on a range of courses that will rotate in sequence

Resources begun to be shared across group leaders.

• Develop our communications (particularly towards those on the fringes) to increase awareness of discipleship activities

New leaflets and marketing sequence increased attendance at Nurture course and celebration of Home Groups

• Analyse & understand better the barriers to transitioning between various stages of the Discipleship journey

No extra work has been done on the Com-B survey, plans to conduct new survey in early 2023

• To work with partner agencies to provide services in response to Ukraine war and cost of living crisis.

Worked with Yate Town Council on ‘warm spaces’ project through autumn and winter 2022

Provided a Christmas meal for Ukrainian refugees in Dec 2022

Hywel Snook

Working with South Glos Council to plan a Kids Club for Ukrainian Refugees to begin in March 2023

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.

What’s going well

As a Ministry Team we are continuing the process of updating our Pastoral Directory . We are also continuing to identify those parishioners who have not returned to worship services in church. Some telephone ministry has continued, and inperson pastoral visits have resumed. Rev Chris Ainslie, although now retired, continues to do a wonderful job in taking communion out to the housebound; we have yet to allocate the three care home communions inherited from Chris. Last year I reported that it was proving a challenge to resume services at Oak Tree House; I’m delighted to report that we now visit once a month as we did pre-Covid, and that numbers are continuing to grow each month.

Most people have now returned to Craft Group , and it is continuing to attract new members. The cold weather has put a few off recently, but I’m sure they’ll return once St Mary’s is a little warmer. Wednesday morning itself is vital in maintaining pastoral links and identifying pastoral issues.

Shalom Group is still meeting on the fourth Tuesday in the Quiet Room at St Nicholas. Friendship Group and Lunch Club are still thriving at St Nicholas. Last year I appealed for more volunteers; since then, volunteer numbers have dropped, meaning that those who do offer their time are working incredibly hard, so if you know of anyone with a spare hour or two on Mondays, please ask them to contact Sue Harrison at St Nix.

Mothers’ Union continues to support families through Praise and Play and Sunburst, although they have yet to return to the Baptism Preparation sessions as they did prior to Covid. Some volunteers have now returned to Ashfield Prison to provide refreshments and a friendly face to visitors. Leadership has changed, with Louisa Dent taking on the role of Branch Leader, releasing Jacky Fredrickson to continue in her role of Diocesan President.

Coffee and Chat at 11 , meeting from 11am on the second Tuesday of each month at St Mary’s church, is continuing with a steadily increasing clientele. This is now run by Gerry and Mike Willis and a faithful group of helpers.

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. We said goodbye to our first set of children in December last year, and each one of the coaches has begun to work with a new child from January.

St James’ coffee morning on Wednesdays continues to thrive and attract new people from around the parish.

St Mary’s coffee shop on Sundays continues to reach out to non-church-goers as well as providing an excellent fellowship space for worshippers.

Joanne Hodge

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.

The highlight of the year was the launch of two new initiatives – the Mammas Club which meets weekly at St. Mary’s and Who Let the Dads Out which meets once a month. Both have enabled us to engage with new families, some of whom have already begun to attend the All-age services. However, the year was overshadowed by uncertainty following the resignation of the recently-appointed Youth Missioner. This meant that the children and families work failed to receive the sustained input it needed, and as a result we didn’t see the renewed impetus that we had been hoping for. Thankfully we were able to fill the vacancy quickly, resulting in a hiatus of only a week between the former Youth Missioner leaving us and the new

one starting. The change in personnel has already borne fruit and in the last two months of the year we began to see the renewed impetus that we have been hoping for. In particular we have seen the growth of All-age services across the parish. The area that probably suffered most from the uncertainty was the work among young teenagers, but this is now receiving the focused attention it deserves. Going forward the main challenge will be recruiting enough volunteers to sustain and develop the work across the Parish.

Ian Wallace and Charlie Blackett

Mission to Ladden Garden Village Estate (North Yate)

Work with partner agencies to build community cohesion between existing and new residents in the north Yate expansion through a series of events designed to build trust.

Continued work with Ladden Garden Village community group, conducting a Jubilee celebration, MacMillian Coffee Morning, Remembrance display, Remembrance trail and Remembrance outdoor service.

Hywel Snook

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

Aim: to support ministry within the Parish by ensuring

• that we invest sufficiently in the smooth running of the administrative functions underpinning Parish work

• that our communication reflects a dynamic community reaching out to others and is clear, relevant and timely

• • that our buildings are appropriately maintained and developed as attractive, welcoming places.

This year has seen a number of developments of our Financial Systems. Our understanding of cashflow and management of reserves has been improved by regular tracking and reporting by our Treasurer to the PCC and Standing Committee. We have also introduced new software to enable invoices to be issued more easily and in a more timely fashion to those hiring the facilities at St. Nix and this has improved our tracking of those invoices and more consistent payment by the hirers of the facilities. We anticipate extending the use of this software in 2023 to cover invoices issued by the Parish Office for weddings and funerals. We have also resolved some outstanding issues relating to access to investment funds and Gift Aid claims and have improved our auditing of the evidence to support those claims.

Work has continued on the development of our facilities to make them fit for the future. St. James now has Faculty permission for its project to install toilets and a small kitchen and is in the fund-raising stage. We expect to submit a Faculty request for St. Mary’s in the near future. The greatest development in 2022 was the adoption of the Eco-church agenda and by the end of the year we had bronze awards for St. Peter’s and St. Nix and a silver award for St. Mary’s. At the time of writing a silver award is also expected for St. James.

Ian Wallace

Mission Area

The Yate and 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.

This past year has seen the resumption of normal Mission Area activity following that interruption and one of the highlights has been the prayer walks organised through the summer months. However, the ‘bounce-back’ that we had hoped for was more a case of patient rebuilding of the life of the mission area. The Youth Missioner did start full-time work in January but sadly by June she had given in her notice. Happily, we were able to recruit another Youth Missioner very quickly leading to a limited hiatus, but this disruption meant that the youth & children’s ministry did not gain the impetus through the year that we had hoped for.

Another highlight was the integration of Coalpit Heath Parish into the Mission Area, although the legal processes were only completed early in 2023 so the service to welcome them into the Mission Area was postponed until April 2023. The

parishioners of Coalpit Heath have brought with them a renewed burst of energy and enthusiasm. Revd. David Jones was also appointed as part-time vicar of Coalpit Heath and part time Associate Minister for Yate Parish with a special focus on Discipleship.

At the end of the year the leadership of the Mission Area was handed across from Revd. Ian Wallace to Revd. Malcolm Strange to ensure continuity of leadership when Revd. Wallace retires in 2024. Work has already begun on developing a new Mission Area plan for the coming years under Malcolm’s leadership.

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 underpinned by policies and guidance from the National Safeguarding Team and the Diocese of Bristol, and the Parish of Yate’s Safeguarding Policy and Procedures document. This is available on the parish website, as well as being visible on the church notice board in each church, along with details of the PSO and church safeguarding officer. To help keep abreast of wider developments and changes within safeguarding, I attend the PSO forums and continue to be a member of the Diocesan Risk Management Group.

The level of work involved within parish safeguarding at both practical and strategic levels continues to increase and I am grateful to the three church safeguarding officers for their ongoing support. We continue to have an open-door policy to support parishioners, church officers and the ministry team, liaising with professionals and the Diocese of Bristol Safeguarding Team as needed.

Over the last year, volunteers have completed the required safeguarding training. The aim of this training is to equip volunteers with the information needed to recognise, respond, record and refer safeguarding concerns or allegations made by individuals. In March, we delivered face-to-face foundation training and I am planning to arrange further face-to-face training later in the year.

All PCC members and Churchwardens have responded to the requirement for 3-yearly rather than 5-yearly DBS checks. Pam Brown, Parish Administrator, remains the Parish Disclosure and Barring Service administrator.

As a parish we continue to follow the Church of England’s Safer Recruitment and People Management Guidance for all volunteers who work with children, young people and adults who could be at risk of abuse or neglect. We are continuing to develop role descriptions which will be made available to all volunteers. Those who are involved in the recruitment of volunteers are required to complete the Church of England’s Safer Recruitment training. The Diocese of Bristol is part of a pilot project using a new Safeguarding Hub to support parishes with safer recruitment, and we have recently started to use this database.

We continue to use the Parish Dashboard which generates a regular action plan of what is needed to ensure we have the correct safeguarding governance in place. This year’s triennial inspections have introduced a substantial section on safeguarding and safer recruitment.

To support interdenominational activities, we have developed a Memorandum of Understanding to be used to determine and agree respective responsibilities, especially for safer recruitment.

In the coming year we will continue to develop the work already started. Our Safeguarding Policy will be revised this year and will take into account new requirements and changes in legislation. We will continue to focus on our volunteers and activities ensuring that after volunteers have been recruited they receive ongoing support. We will also continue to negotiate and develop policies and procedures for the use of social media.

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

2022 has been a year of playing catch up on the task that had previously been delayed due to Covid, a revised Health and Safety Policy was written and approved by the PCC and a programme of Risk Assessment reviews has begun. 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.

It is important that we complete Risk Assessments using the updated Risk Assessment form which has been created and is available on the Parish File Store in the Health and Safety folder. This will enable us to be able to communicate how we expect our Team of volunteers to act when undertaking church activities.

2022 has again been a fairly quiet year on the accident front, with no serious incidents being recorded. We have been advised to complete a Fire Risk Assessment for each of our Churches, We are attempting this using one church to fully understand what is required and will then use the knowledge gained to complete the Risk Assessment for the other churches during 2023.

Gus Smith, Parish Health & Safety Officer

Treasurer’s Report

Whilst 2020 and 2021 were very much abnormal years in many ways, 2022 was a step back to normality, and from the accounts perspective we had less covid disruption to deal with and no major projects that took place during the year.

As covid receded from the headlines, cost of living took over and energy costs and other inflation became the domination macroeconomic issue that we had to contend with.

We remain exceptionally grateful for our donors, whether regular or occasional, and many of our donors were able to maintain or even increase their planned giving levels. We are also grateful for those that provided grants to help us fund Youth Work and mitigate some of the impact of the increased energy costs.

Managing our expenses was still important, and we were able to pay an increased level of Diocesan Parish Share contributions versus 2021, slightly ahead of 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 received form the Diocese. We remain cautions that 2023 may bring many financial challenges as cost continue to increase, particularly energy costs.

Overall our income was down by £292k versus 2021 (which included £290K of grants related to the roof project plus specific fund raising efforts) and expenses down £244k (which after stripping out the effect of the roof project meant our expenses were up). Our investments lost value and the combined effect of all that meant that our overall funds at the end of the year were £52k lower that the same point in 2021.

We do have a signification 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 work.

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).

6[th] April 2023

Tho pa￿Sh of Yate PCC Notes to th• Flnan¢lal Statamonts For th• y•ar ondlng 31 Decombor 2022 1 A¢¢ounllng Pollc105 The ffinancial ststements have been prepared In accordance with the Church Accounting Regulations 2006 together with applicable accounting stsndards and the Chanlies SORP 2005. The financial statements have been prepared under the historical cost convention 8xcepl for the valuation of assels. 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 nol include the acccAJnts of church gTOUPS that owe their main affiliation to another body, nor those that are infomial gatherings of church members. Funds Endowment Funds are funds, the capital of which must be maintained., only income arising from inv&slmenl of the endowment may be used either as reslricled or unreslricled funds depending upon the purFose lor which the endowment was es18blished. Restricted lunds represent la} income from trusts or endowments which may be expended onty on those restricted objects provided in temis of the trust or bequest and Ibl donations or grants receNed for a specffic object or invited by the PCC for specrfic obj'ect. 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 musl be carried forward as a balance on that fund. The PCC does not invest separately for each fund. Where th8re is no separate inveslmenl, interest wll in future be apportioned to individual funds on an average balance basis. Unrestricted funds are general lunds Ihal can be used for PCC ordlnary purposes. Incornlnq Ro•our¢e• Planned givlng, collecllons and d￿alOnS are recognlsed when recelved. Tax refunds are recognised when the incoming resource lo which they relate is received. Grants and legacies are accounted for when the PCC is legally enlilled 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. Amounls rec8fved specrfically for mission are dealt with as restricted funds. R•sourc•• 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 lor when due. All other expenditure Is generally recognised when il Is Incurred and Is aGcounled for gr05S.

A¢tlvltlo8 Dlrectly Relatlng To The Worf( Of The Church The diocesan parish share is accounted for when due. Any parish share unpaid at 31 December is provided fc￿ in these financial statements as an operational {though not a legal) liatdlity and is shown as a creditor in the balance shèet. Slaff Costs A small immaterial wrtion of the expenses paid to th8 clergy may have related to their sefvices as members (including the chairl of the PCC. Payments of under £5,000 (2021: under £5,000) during the year were paid to PCC members or their farnily members for services outside the scope of their PCC duties. Flx•d A88•ts Cons•crat•d prop•rty and movoabl? church furnSshlng• Consecrated and beneficed property is not included in the financial statements in accordance ¥Mth s.96121 (a) of the Charities Acl 1993. Moveable churth fumishings held by Ihe vicar and Churchwardens on special trust for the PCC, and which require a faculty for disposal. are accounted as inalienable propety unless consecrated. They are listed in the church's inventory, which can be inspected lal a reasonable timel. For inalienable Property acquir8d prior lo 2000 there is insufficient cost infomiation available and therefore such assets are not valued in the accounts. Items acquired since 1 January 2￿0 with individual value below £1000 are written off. Inv••tm•nts Investrnenls are valued al market value at 31 D￿ernt￿r. Curr•nt Ass•ts Amounts owlng lo Ihe PCC al 31 December In respect of fees, tax rebates, rents and other income are shown as deblors less provision for amounts that may prove uncollectable.

Indepondent Examlner's Roport to tho PCC of the Parlsh of Yate This report on the financial ststements of the PCC for the year ended 31 December 2022. which are set out on these pages is in respect of an examination carried out in accordance with the Church Accounting Regulatbons 2006 (the Regulations) and s.43 of the Charities Act 1993 Ilhe Acll. Ro$po¢tlv• rfrsponslbllltl•s of the PCC and the examlnor As membors of the PCC you are rèsponsible for the preparation of the financial statements., you consider that the audit requirement of the Regulations and section 43{2} of the Act does not apply. 11 is my responsibility to issue this rept)rt on those financial statements in accordance with the terms of the Regulalions. 8a•l• of thls r•port My èxarnination was carried out in aCc￿danCe wth the General Directions given by the Charity Commission under section 4317)(bl of the Act and to be found in the Church guidance. 2006 edition. That examination induded a review of the accounting records kept by the PCC and a comparison of the accounls with those records.11 also included considering any unusual items or disclosures in the ffinancial statements and seeking explanations from you as Iruslees conceming any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit. and consequently I do not express an audit opinion on the view given by the accounts. Ind•p•nd•nt Exarnln•r• Statem•nt In connection with my ex8min8tion. no matter has come to my attenllon, whlch gives me reasonable cause to believe that in any material respect the requirement5 lo keep accounting records in accordance wlth section 41 of the Act., or lo prepare financial slalemenls which accord with the accounting records and ccvnply with the Regulats¢Jns have not been met; or to vthich, In my opinion, attention should be drawn in order lo enable a proper understanding of the accounts be reached. (Signed) (Dated) Richard Leslle MBA FCCA FCA Partner R. A. Leslie & Co. | Chartered Accountants Gowran House. 58 Broad Street, Chip￿ng Stsybury. Bristol. BS37 6AG

The Parish Of Yate PCC Statement of Financial Activities For The Year to 31st December 2022

Incoming Resources	Note	Unrestricted	Restricted	Endowment	Total Funds
		Funds	Funds	Funds	2022	2021
		£	£	£	£	£
Incoming resources from generated funds	2
Voluntary income from donors	2a	92,833	0	0	92,833	93,294
Voluntary income - other	2b	32,072	0	0	32,072	315,684
Incoming resources from charitable activities
Lettings and fees	2c	65,513	0	0	65,513	54,145
Other	2d	28,827	0	0	28,827	48,969
Investment income	2e	4,107	5,064	0	9,171	7,225
Other incoming resources	2f	0	0	0	0	0
Total Incoming Resources		223,352	5,064	0	228,416	519,318
Resources Expended
Cost of generating funds	3
Costs of generating voluntary income	3a	147,042	7,357	0	154,399	441,440
Governance costs	3b	87,868	0	0	87,868	47,536
Costs of Generating Funds	3c	4,181	0	0	4,181	2,322
Charitable activities	3d	4,225	0	0	4,225	4,140
Movement in Debtors	5	1,594	0	0	1,594	991
Total Resources Expended		244,909	7,357	0	252,266	496,430
Net Incoming (Outgoing) Resources		(21,558)	(2,293)	0	(23,850)	22,888
Transfers		13,799	(2,423)	(11,800)	(424)	0
Gains and Losses on Investments		(11,347)	0	(16,312)	(27,659)	28,073
Net Movement in Funds		(19,106)	(4,716)	(28,112)	(51,934)	50,961
Reconciliation of Funds
Balances B/F @ Start Of Year		217,496	77,283	138,482	433,261	382,300
Opening balance reclassification		1,370	(6,015)	4,645	(0)	0
Net Movement in Funds		(19,106)	(4,716)	(28,112)	(51,934)	50,961
Balances C/F @ End Of Year		199,760	66,552	115,015	381,327	433,261

The Parish Of Yate PCC Balance Sheet as at 31st December 2022

	Note	2022	2021
		£	£
Fixed Assets
Tangible Fixed Assets	4a	0	0
Investment Assets	4b	199,551	239,010
Current Assets
Debtors	5	0	1,595
Cash at bank and in hand	6	181,776	192,657
Total		181,776	194,252
Liabilities - Amounts falling due within one year		0	0
Net Current Assets		181,776	194,252
Liabilities - Amounts falling due more than one year		0	0
Net Assets		381,327	433,262
Funds
Unrestricted	8	160,908	218,866
Restricted	8	105,405	71,268
Endowment	8	115,015	143,127
		381,327	433,261

Approved on 24 April 2023

Revd. Ian Wallace (Chair)

Stephen Lord (PCC Treasurer)

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

The Parish Of Yate PCC

Fund Analysis

For The Year to 31st December 2022

	Opening	Movement	Income	Payments	Transfers	Transfers	Capital	Closing
	Balances	In Debtors			In	Out	Revaluation	Balances
	£		£	£	£	£	£	£
General
Printer	147		0	(50)				96
Discretionary Capital	79,111						(9,393)	69,718
Discretionary Revenue	4,443		2,266	(6,452)				257
Parish - General	58,338		15,781	(58,839)	26,455	(37,658)		4,077
St James General	4,814	(644)	24,331	(20,060)	4,335	(9,841)		2,935
St Mary's General	6,129	(950)	66,403	(52,031)	8,653	(26,145)		2,060
St Nicholas General	1,362	0	59,553	(51,180)	8,272	(9,555)		8,453
St Peter's General	2,560	0	8,956	(6,224)	0	(1,665)		3,627
St Nicholas Youth Centre	703		14,452	(14,597)				557
St Mary's EB Memorial	33,272		1,224	(282)	9,860	(1,571)		42,502
St Peters CBF General	11,217		592		0	0		11,809
St Peter's Investment CBF	16,771						(1,954)	14,817
General Funds	218,866	(1,594)	193,558	(209,716)	57,575	(86,435)	(11,347)	160,908
Specific
Parish - Youth Worker	0		29,794	(33,600)	42,658			38,852
St. Mary's Newman Income	3,903		4,208	(7,357)	5,000			5,754
St. James Fabric & Organ	32,518		401		5,062	(4,335)		33,646
St. Nicholas Fabric & Kitchen	19,288		256		123	(8,272)		11,394
St Nicholas Roof	14,560		199					14,759
St Nicholas Youth Centre Projects	1,000		0	0				1,000
Specfic Funds	71,268	0	34,858	(40,956)	52,842	(12,607)	0	105,405
Endowment
St. Mary's Newman Trust Capital	143,127					(11,800)	(16,312)	115,015
Endowment Funds	143,127	0	0	0	0	(11,800)	(16,312)	115,015
Total Funds	433,261	(1,594)	228,416	(250,672)	110,418	(110,842)	(27,659)	381,327

The Parish Of Yate PCC

Notes To The Financial

2	Incoming Resources	Incoming Resources	Unrestricted	Restricted	Endowment	Total Funds
			Funds	Funds	Funds	2022	2021
			£	£	£	£	£
2a	Voluntary income from donors
		Planned Giving	68,756			68,756	70,603
		Income Tax Recoverable	15,044			15,044	16,603
		Collections (Open plate)	9,034			9,034	6,088
			92,833	0	0	92,833	93,294
2b	Voluntary income - other
		Grants	25,790	0		25,790	310,142
		Donations, Appeals, etc.	6,282			6,282	5,542
			32,072	0	0	32,072	315,684
2c	Lettings and	Fees
		Church hall lettings	42,439			42,439	36,018
		Fees	23,074	0		23,074	18,127
			65,513	0	0	65,513	54,145
2d	Other income
		Funds generated	28,827			28,827	48,969
		Copier	0			0	0
			28,827	0	0	28,827	48,969
2e	Investment Income
		Interest/Dividends	4,107	5,064		9,171	7,225
			4,107	5,064	0	9,171	7,225
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		223,352	5,064	0	228,416	519,317

The Parish Of Yate PCC

Notes To The Financial

3.	Resources Expended	Unrestricted	Restricted	Endowment	Total Funds
		Funds	Funds	Funds	2022	2021
		£	£	£	£	£
3a	Costs of Generating Voluntary Income
	Activities directly relating to the church
	Ministry Diocesan Share	70,000			70,000	65,977
	Ministry Clergy Expenses	4,523			4,523	3,847
	Church Running Expenses	0			0	0
	Utilities	10,629			10,629	5,307
	Insurance	9,102			9,102	9,995
	Church Maintenance	7,069			7,069	6,053
	Equipment Repairs	1,768			1,768	7,292
	Other Projects	3,920			3,920	205
	Roof Project	971			971	306,546
	Church Cleaning	1,561			1,561	1,674
	Flower Decoration	0			0	0
	Altar requisites	734			734	310
	Vision	22,167			22,167	9,553
	Care of Church Grounds		7,357		7,357	5,808
	Youth & Community Centres Running Costs
	Utilities	2,810			2,810	2,440
	Insurance	839			839	799
	Repairs	1,361			1,361	1,312
	Staff Costs	8,204			8,204	7,893
	Equipment	0			0	0
	Admin	0			0	0
	Caretaking	1,384			1,384	1,785
	Projects	0			0	4,645
	Building Refurbishment	0			0	0
	Stationery etc.	0			0	0
	Total Costs of Generating Voluntary Income	147,042	7,357	0	154,399	441,440

The Parish Of Yate PCC

Notes To The Financial

3.	Resources Expended	Unrestricted	Restricted	Endowment	Total Funds
		Funds	Funds	Funds	2022	2021
		£	£	£	£	£
3b	Governance Costs
	Church Management & Administration
	Staff - Administration	34,730			34,730	31,924
	Other Staff Costs	32,018			32,018	4,616
	Sundry Expenses				0	0
	Administration	6,372			6,372	4,355
	Miscellaneous	14,654			14,654	6,541
	Bank Charges	94			94	100
		87,868	0	0	87,868	47,536
3c	Cost of generating funds
	Fund Raising	4,130			4,130	2,322
	Copier	50			50	0
		4,181	0	0	4,181	2,322

The Parish Of Yate PCC

3

Notes To The Financial

3d

Resources Expended	Unrestricted	Restricted	Endowment	Total Funds
	Funds	Funds	Funds	2022	2021
	£	£	£	£	£
Charitable Activities
Charitable Giving	4,225			4,225	4,140
Analysed as:
St Peters Hospice	1,220
Regenerate	1,200
Disasters Emergency Committee	817
Blonde Angels	506
Sightsavers	145
Crisis @ Christmas	132
Childrens Society	100
Yate Foodbank	85
Wild Goose Café	20
Total	4,225

The Parish Of Yate PCC Notes To The Financial

6

4a

4b

5

		2022	2021
		£	£
Fixed Assets for use by PCC		0	0
Investments
Market Value at start of year	Discretionary Fund	79,112	69,211
Market Value at start of year	Newman Trust	143,127	127,034
Market Value at start of year	St Peters CBF	16,771	14,692
Gain (loss) on revaluation	Discretionary Fund	(9,393)	9,901
Gain (loss) on revaluation	Newman Trust	(16,312)	16,093
Gain (loss) on revaluation	St Peters CBF	(1,954)	2,079
Other income (expenditure)	Discretionary Fund	0	0
Other income (expenditure)	Newman Trust	(11,800)	0
Other income (expenditure)	St Peters CBF	0	0
Valuation at end of year		199,551	239,010
Holdings as at end of year (Number of units)
Dis. Fund		3,378	3,378
New Trust		5,567	6,112
St Peters		717	717
		9,662	10,207
Debtors (Unrestricted Funds)
Tax Claim		0	1,595
		0	1,595
Cash Balances
Parish Lloyds Account		16,823	16,213
Parish Lloyds Account		50,844	65,590
St. James CBF		33,646	32,518
St. Mary's CBF		42,502	33,272
St. Nicholas CBF		11,394	19,288
St. Peter's CBF		11,809	11,217
St. Nicholas CBF Roof		14,759	14,560
		181,776	192,657

Notes To The Financial Statements For The Year to 31st December 2022

2022 2021 £ 70,000 65,977

8

7

Diocesan Parish Share

The amount paid to the Diocese was increased as we aim to cover fully our clergy costs that are funded by the Diocese.

Analysis of net assets by fund

	General	Restricted	Endowment	Total	2021
	£	£	£	£	£
Investments	84,535		115,015	199,550	239,009
Debtors	0			0	0
Cash Balances	33,871			33,871	89,712
Cash Balances St Mary's CBF	42,502			42,502	33,272
Cash Balances allocated funds		105,405		105,405	71,268
	160,908	105,405	115,015	381,327	433,261

Annual Report and Financial Statements of the Parochial Church Council for the year ended 31 December 2022

1

The Parish Of Yate PCC Notes To The Financial

Annual Report and Financial Statements of the Parochial Church Council for the year ended 31 December 2022.

24