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2024-12-31-accounts

Annual Report and Financial Statements of the Parochial Church Council of Great Wyrley

For the year ended 31[st] December 2024

Charity Commission registration number: 1134022

Page 1

The Parochial Church Council of Great Wyrley Trustees’ Annual Report for the year ended 31[st] December 2024 Charity Commission registration number: 1134022

Objectives and Activities

The Parochial Church Council of Great Wyrley (the PCC) has the responsibility of co-operating with the incumbent in promoting in the ecclesiastical parish, the whole mission of the Church, pastoral, evangelical, social and ecumenical. The PCC is also spiritually responsible for the maintenance of the church.

The PCC is committed to enabling as many people as possible to worship at our church and to become part of our parish community at Great Wyrley. The PCC maintains an overview of worship throughout the parish and makes suggestions on how our services can involve the many groups that live within our parish. Our services and worship put faith into practice through prayer, scripture, music and sacrament. Also, through non sacramental activities of hospitality and fellowship we aim to reach non churched members of the community. Our Mission Statement is: A place where all can be changed by the love of Jesus and where faith and real life connect.

Public Benefit

The trustees of the PCC are aware of the Charity Commission’s guidance on public benefit in The Advancement of Religion for the Public Benefit and have had regard to it in their administration of the Charity. The trustees believe that, by promoting the work of the Church of England in the Ecclesiastical Parish of Great Wyrley it helps to promote the whole mission of the Church (pastoral, evangelistic, social and ecumenical) more effectively, within the Ecclesiastical Parish, and that in doing so it provides a benefit to the public by:

Finance Review

There is a 14% increase in income from 2023 due to an increase in regular giving and fundraising.

In addition, total expenditure has reduced slightly from 2023 as we have had fewer essential repairs to pay for this year. However, due to an ongoing query with St Marks electricity provider, TotalEnergies no payments have been taken since September 2024. As a result, the church running electric figure is lower than it should actually be.

The special arrangement with Lichfield Diocese for the Common Fund payment to remain at £45,000 for 2024 has also helped.

Page 2

Reserves Policy

It is PCC policy to try to maintain a balance on free reserves (net current assets) which equates to at least three months unrestricted payments. This is equivalent to £17,926 (2023: £19,861). It is held to smooth out fluctuations in cash flow and to meet emergencies. The balance of the free reserves at the year-end was £33,873 (2023: £24,208) which is higher than this target. The PCC are aware of this but want to keep the additional funds in these uncertain times as a buffer to the higher common fund payments and fuel bills. In addition, both St Marks and St Andrews are overdue a Quinquennial Inspection from 2024 which may require unforeseen expenditure. The Reserves Policy will be reviewed each year by the PCC to ensure that 3 months is still a reasonable target.

Safeguarding

The PCC believe they have fulfilled their duty under section 5 of the Safeguarding and Clergy Discipline Measure 2016 (duty to have due regard to House of Bishops’ guidance on safeguarding children and vulnerable adults).

Reporting Serious Incidents

A Serious Incident is an adverse event, whether actual or alleged, which results in or risks significant harm to the charity’s beneficiaries, employees, office holders, volunteers or to others who come into contact with the charity through its work, loss of the charity’s money or assets, damage to the charity’s property or harm to the charity’s work or reputation. There were no Serious Incidents reported in 2024.

Risk Management

The Incumbent and members of the PCC carry out regular Health and Safety Reviews and regularly inspect premises for potential hazards. We have safeguarding policies in place for child protection and for work with vulnerable adults, including DBS checking of staff and volunteers. Our insurances are reviewed annually to ensure adequate cover.

Structure, Governance and Management

The PCC is a Body Corporate established by the Church of England and is a Charity excepted from registration with the Charity Commission. The PCC is governed by the Parochial Church Council Powers Measure (1956) as amended that came into effect on 2nd January 1957, and the Church Representation Rules (contained in Schedule 3 to the Synodical Government Measure 1969 as amended).

The method of appointment of the PCC members is set out in the Church Representation Rules. The Council comprises the Incumbent, the Churchwarden, a representative of the Readers, those elected to the Deanery Synod, and other members who are elected at the Annual Parochial Church Meeting, by those on the Electoral Roll. Members of the congregation are always urged to join the Electoral Roll, and to stand for election to the PCC.

The PCC members are responsible for making decisions on all matters of general concern and importance to the parish, including deciding on how the funds of the PCC are to be spent. The PCC meet four times a year.

Related Parties

Donations from Related Parties

Donations from 22 related parties (PCC members) during the year totalled £15,066 (2023: £10,250). All these donations were received without conditions.

Page 3

Remuneration paid to Trustees

One of the trustees has been paid £110 monthly x 12 = £1,320 for cleaning St Marks church on a selfemployed basis. No other trustees have received any remuneration or received any other benefits from employment with the PCC.

Expenses paid to Trustees

No expenses were paid to trustees for travel or subsistence (2023: £0.00).

Reference and Administrative details

There are two churches within the parish of Great Wyrley.

The parish is part of the Deanery of Rugeley in the Diocese of Lichfield within the Church of England. The correspondence address is: The Vicarage, 1 Cleves Crescent, Cheslyn Hay, Walsall, WS6 7LR Telephone No: 01922 512957

Charity Commission registration number: 1134022.

PCC members who have served from 1[st] January 2024 until the date this report was approved were :

Ex Officio Members The Incumbent

Revd Marie Meredith (Chair from 25/09/24) Pat Sutton (Retired Lay Reader) Elizabeth Watson (Retired Lay Reader) Hazel Twyman (St Marks DCC Treasurer) Melanie Maloney (St Andrews and PCC Treasurer)

Elected Members

Officer of PCC: Geoff Knight (also St Mark’s DCC Secretary)

Churchwardens:

St Andrews – Dianne Beddows (until 31/03/24) St Andrews - Fatmata Conteh (from 28/07/24)

District Churchwardens:

St Marks – Hazel Partridge St Andrews – Pam Wassell St Andrews – Sean Maloney

The following were elected as Lay Members of the Parochial Church Council:

St Marks – Lynne Mills (Lay Vice Chair) St Andrews – Dianne Beddows St Marks – Thomas Baylis St Andrews – Jackie Green St Marks – Brenda Butler St Andrews – Tracey Hall St Marks – Karen Green St Andrews – Diane Owen St Marks – Ken Hackett St Andrews – Moya Batey St Marks – Chris Stockley St Marks – Bill McHale St Marks – Lillian Parry St Marks – Hazel Partridge St Marks – Dawn Penniall

Page 4

District Church Council members in addition to the above:

St Marks – John Reynolds St Marks – Ray Partridge

St Andrews – Margaret Matthews St Andrews – Yvonne Heath

Deanery Synod Reps Moya Baty Diane Owen Lilian Parry Dawn Penniell

During 2024, no District Warden was allocated to St Marks. Dianne Beddows, the Parish Warden resigned from the post as of 31[st] March 2024 due to ill health and has not been replaced.

Names and addresses of advisers

Bank NatWest (St Andrew), 33 Park Street, Walsall WS1 1ER

Virgin Money (St Mark), 138 New Street, Birmingham, B2 4NS

Lloyds (Parish account), 3 Market Pl, Cannock WS11 1BD

Independent Ann Weitzel Examiner

Approved by the PCC on 29[th] January 2025 and signed on its behalf by:

Revd Marie Meredith Lynne Mills

Page 5

Independent examiner's report on the accounts

Section A Independent Examiner’s Report

• •

Report to the trustees The Parish Churches of St Marks Great Wyrley and St Andrew’s Landywood. The Parish Churches of St Marks Great Wyrley and St Andrew’s Landywood. The Parish Churches of St Marks Great Wyrley and St Andrew’s Landywood.
On accounts for the year 2024 Charity no 1134022
ended (if any)

I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 31/12/2024.

Responsibilities and basis As the charity's trustees, you are responsible for the preparation of the of report accounts in accordance with the requirements of the Charities Act 2011 (“the Act”).

I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

Page 6

Independent examiner's statement

I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination (other than that disclosed below *) which gives me cause to believe that in, any material respect:

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.

Date: 14/04/2025 Signed: Name:[Ann Weitzel ] ~~a~~ Relevant professional MA Mathematics qualification(s) or body (if any): ~~a~~ Address: 27 Lavender Ave, Coventry CV6 1BZ ~~Cn~~

Section B Disclosure ~~eee~~ Only complete if the examiner needs to highlight material matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).

Page 7

Give here brief details of any items that the examiner wishes to disclose .

The accounts are well kept for both churches

I would encourage the churches to continue the work being done on ensuring that all counting and payment of money is checked/authorised by two people. I am aware that payment is due to banking issues- but is in hand to change. I would encourage a review of counting systems for cash at the main Sunday services.

Page 8

The Parochial Church Council of Great Wyrley Financial Statements for the Year Ended 31[st] December 2024

Accounting Policies

The financial statements of the PCC have been prepared in accordance with the Church Accounting Regulations 2006 using the Receipts and Payments basis.

There may be minor discrepancies in the totals as the pence are not being shown.

Fixed Assets

Consecrated and benefice property is not included in the accounts by s.10(2)(a) & (C) of the Charities Act 2011.

Moveable church furnishings held by the Vicar and Churchwardens on special trust for the PCC and which require a faculty for disposal are inalienable property, listed in the Church’s inventory, which can be inspected (at any reasonable time). For anything acquired prior to 2000 there is insufficient cost information available and therefore such assets are not valued in the financial statements.

Church Hall – since the closure of the site as a school in 1884, the property has been used for the benefit of the parish. In 2024, the site was registered in the name of the Lichfield Diocesan Trust as Custodian Trustees on behalf of the parish and as of 14[th] July 2023, was valued at £80,000. The hall has been closed for a number of years due to health and safety issues which required it to be registered before repairs could be undertaken. Now that it has been registered, the PCC can make decisions as to its future.

Description of Funds

Unrestricted funds are income funds of the PCC that are available for spending on the general purposes of the PCC, including amounts designated by the PCC for fixed assets for its own use or for spending on a future project and which are therefore not included in its "free reserves" as disclosed in the trustees' annual report.

Restricted funds comprise of two elements:

a) income from trusts or endowments which may be expended only on those restricted objects provided in the terms of the trust or bequest.

b) donations or grants received for a specific object or invited by the PCC for a specific object. The funds may only be expended on the specific object for which they were given. Any balance remaining unspent at the end of each year must be carried forward as a balance on that fund. The PCC does not usually invest separately for each fund. Where there is no separate investment, interest is apportioned to individual funds on an average balance basis.

Endowment funds are restricted funds that must be retained as trust capital either permanently or subject to a discretionary power to spend capital as income, and where the use of any income or other benefit derived from the capital may be restricted or unrestricted. Full details of all their restrictions are shown in the notes to the accounts.

Page 9

The Parochial Church Council of Great Wyrley Financial Statements for Year Ended 31[st] December 2024

Receipts and Payments Account

Unrestricted Designated
Restricted Endowment
Total
Prior year
funds
funds
funds
funds
funds
total funds
Receipts
Donations and legacies
Income from charitable activities
Other trading activities
Investments
Total receipts
Payments
Raising funds
Expenditure on charitable activities
Other expenditure
Total payments
Excess of receipts over payments before
transfer
Transfers
Gross transfers between funds - in
Gross transfers between funds - out
Excess of receipts over payments before
other gains / losses
Net movement in funds
All assets at 01 January 2024
All assets at 31 December 2024
Represented by
Unrestricted
General Fund
Designated
Magazine Designated - PCC
Mission Designated - PCC
Restricted
Charities - St M
Choir - St M
Edalji Trust - St M
Hall Boiler - St M
Hall Repairs - St M
Interior Decorating Scheme - PCC
Music Group - St M
Outlook - St M
Upkeep Of St Marks Organ
59,225
21
2,025

61,271
54,950
9,599

310

9,909
10,448
7,180



7,180
3,119
5,467

52

5,519
4,715
81,470
21
2,387

83,878
73,232
297



297
20
71,404
107
392

71,903
76,228
4



4
71,705
107
392

72,205
76,248
9,765
(86)
1,995

11,674
(3,017)
2,174

2,274

4,448
5,094
(2,274)

(2,174)

(4,448)
(5,094)
9,665
(86)
2,095

11,674
(3,017)
9,665
(86)
2,095

11,674
(3,017)
24,208
3,884
10,007

38,099
41,115
33,873
3,798
12,102

49,773
38,099
33,873



33,873
24,208

2,680


2,680
2,680

1,118


1,118
1,204


2,447

2,447
2,395


1,625

1,625
1,585


922

922
922


456

456
456


4,559

4,559
2,434


1,808

1,808
1,808


268

268
268





140


18

18

Page 10

The Parochial Church Council of Great Wyrley Financial Statements for Year Ended 31[st] December 2024

Statement of assets and liabilities - 2024

General Designated
Restricted Endowment
Thisyear
Lastyear
Current assets - Cash at bank and in hand
Lloyds current - PCC -
Nat West current - St A -
Virgin current - St M -
Virgin deposit - St M -
Virgin Fabric - St M -
Choir account - St M -
Interior Decorating Scheme -
Totals
Liabilities - Agency accounts
Agency collections -
Totals
Grand total
7,676
3,798
1,559

13,033
9,065
10,138

497

10,635
5,972
16,059

40

16,099
14,330


5,261

5,261
3,725


4,974

4,974
3,481





1,585


1,808

1,808
1,808
33,873
3,798
14,140

51,810
39,967


2,038

2,038
1,868


2,038

2,038
1,868
33,873
3,798
12,102

49,773
38,099

Statement of assets and liabilities - 2023

General Designated
Restricted Endowment
Thisyear
Lastyear
Current assets - Cash at bank and in hand
Lloyds current - PCC -
Nat West current - St A -
Virgin current - St M -
Virgin deposit - St M -
Virgin Fabric - St M -
Choir account - St M -
Interior Decorating Scheme -
Totals
Liabilities - Agency accounts
Agency collections -
Totals
Grand total
3,488
3,884
1,693

9,065
12,229
5,797

175

5,972
5,343
14,330



14,330
14,357


3,725

3,725
3,693
592

2,889

3,481
3,431


1,585

1,585
1,488


1,808

1,808
1,808
24,208
3,884
11,875

39,967
42,348


1,868

1,868
1,233


1,868

1,868
1,233
24,208
3,884
10,007

38,099
41,115

Page 11

Fund Movement by Type

Fund Movement by Type
Opening
Incoming
Outgoing
Transfers Gains/losses
Closing
- Books Sales - St M
Restricted
Sub-total for Books sale
St Mark's Building Fund
Restricted
Sub-total for Building f
Charities - St M
Restricted
Sub-total for Charities
Choir - St M
Restricted
Sub-total for Choir - St
Edalji Trust - St M
Restricted
Sub-total for Edalji Tru
General Fund
Unrestricted
Sub-total for General
Hall Boiler - St M
Restricted
Sub-total for Hall Boile
Hall Repairs - St M
Restricted
Sub-total for Hall Repai
IDS - PCC - Interior Decorating
Restricted
Sub-total for IDS - PCC
In Memoria - In Memoria - St M
Restricted
Sub-total for In Memoria
Magazine Designated
Designated
Sub-total for Magazine -
Mission Designated -
Designated
Sub-total for Mission -
Music Group - St M
Restricted
Sub-total for Music Grou
Non-Specific - St M
Restricted
Sub-total for Non-Specif
Upkeep Of St Marks Organ
Restricted
Sub-total for Organ Fund
Outlook - St M
Restricted
Sub-total for Outlook -
Roof Repairs - St M
Restricted
Sub-total for Roof Repai
Wedding Deposits - PCC
Designated
Sub-total for Wedding De






















2,395
52



2,447
2,395
52



2,447
1,585
40



1,625
1,585
40



1,625
922




922
922




922
24,208
81,470
71,705
(100)

33,873
24,208
81,470
71,705
(100)

33,873
456




456
456




456
2,434
2,025

100

4,559
2,434
2,025

100

4,559
1,808




1,808
1,808




1,808











2,680




2,680
2,680




2,680
1,204
21
107


1,118
1,204
21
107


1,118
268




268
268




268












270
252


18

270
252


18
140

140


140

140
























Page 12

Grand total

38,099

83,878

72,205

— — 49,773

The Parochial Church Council of Great Wyrley Financial Statements for Year Ended 31[st] December 2024

Brief description of each fund

Designated Funds

Magazine ( PCC account) : Funds from local magazine for the repair or purchase of a printer/photo copier Mission ( PCC account) : PCC put amount aside for development and materials in local area

Restricted Funds

Charities (St Mark) : Monies distributed to agreed charities as and when local case applies . Choir (St Mark) : Funds donated for the purchase of gowns and books

Edalji Trust (St Mark) : Small amount donated early 1900 by vicar of time.

Hall Boiler (St Mark) : New boiler needed in attached hall

Hall Repairs (St Mark) : Awaiting removal of asbestos

Interior Decorating Scheme (PCC account) : For the internal redecoration of the vicarage. Funds held by the Diocese. Music Group (St Mark) : Small amount donated for the purchase of music and instruments

Outlook (St Mark) : Monies donated from services carried out at nursing homes and care homes for materials (Outlook now disbanded and fund closed)

Organ Fund (St Mark) : For ongoing upkeep and repairs to organ

Page 13

Analysis of receipts and payments

Total
Unrestricted Designated Restricted
Endowment This year
Last year
INCOME AND ENDOWMENTS
Donations and legacies
Gift Aid - Bank
20,617



20,617
19,522
Gift Aid - Envelopes
9,180



9,180
8,497
Non Gift Aid - Bank
2,705



2,705
4,944
Non Gift Aid - Envelopes
10,631

500

11,131
8,438
Loose plate collections
3,319



3,319
2,710
Contactless giving
380



380

Donations appeals etc
1,976
21
1,525

3,522
1,175
Tax recoverable on Gift Aid
9,888



9,888
9,610
Non-recurring one-off grants
167



167

Other funds generated
361



361
54
Total
59,225
21
2,025

61,271
54,950
Income from charitable activities
Fees for weddings and funerals
8,348

250

8,598
8,586
Local Wedding and Funeral Fee


60

60
210
Church hall lettings - objectives
1,251



1,251
1,652
Total
9,599

310

9,909
10,448
Other trading activities
Fund raising
7,120



7,120
3,119
Bookstall sales - fund raising
60



60

Total
7,180



7,180
3,119
Investments
Bank and building society interest


52

52
32
Rent from lands or buildings
5,467



5,467
4,683
Total
5,467

52

5,519
4,715
Total
Unrestricted Designated Restricted
Endowment This year
Last year
INCOME AND ENDOWMENTS
Donations and legacies
Gift Aid - Bank
20,617



20,617
19,522
Gift Aid - Envelopes
9,180



9,180
8,497
Non Gift Aid - Bank
2,705



2,705
4,944
Non Gift Aid - Envelopes
10,631

500

11,131
8,438
Loose plate collections
3,319



3,319
2,710
Contactless giving
380



380

Donations appeals etc
1,976
21
1,525

3,522
1,175
Tax recoverable on Gift Aid
9,888



9,888
9,610
Non-recurring one-off grants
167



167

Other funds generated
361



361
54
Total
59,225
21
2,025

61,271
54,950
Income from charitable activities
Fees for weddings and funerals
8,348

250

8,598
8,586
Local Wedding and Funeral Fee


60

60
210
Church hall lettings - objectives
1,251



1,251
1,652
Total
9,599

310

9,909
10,448
Other trading activities
Fund raising
7,120



7,120
3,119
Bookstall sales - fund raising
60



60

Total
7,180



7,180
3,119
Investments
Bank and building society interest


52

52
32
Rent from lands or buildings
5,467



5,467
4,683
Total
5,467

52

5,519
4,715
59,225
21
2,025

61,271
54,950
8,348

250

8,598
8,586


60

60
210
1,251



1,251
1,652
9,599

310

9,909
10,448
7,120



7,120
3,119
60



60
7,180



7,180
3,119


52

52
32
5,467



5,467
4,683
5,467

52

5,519
4,715
INCOME TOTAL 81,470
21
2,387

83,878
73,232

Page 14

EXPENDITURE

Raising funds
Fees paid to fund raisers
167



167

Costs of fetes & other events
130



130
20
Total
297



297
20
Expenditure on charitable activities
Charitable Giving
150

140

290

Parish Share/Common Fund
938



938
11,257
Parish Share
44,063



44,063
33,743
Working expenses of incumbent
45



45

Parsonage house expenses
99



99
95
Vicar's telephone
118



118

Parish training and mission

107


107
125
Church running - insurance
5,078



5,078
4,856
Organ / piano tuning


252

252
1,728
Church maintenance
1,973



1,973
8,302
Cleaning
2,885



2,885
3,570
Upkeep of church services
2,306



2,306
2,188
Choir





10
Upkeep of churchyard
1,262



1,262
248
Administration
473



473
110
Bank & contactless charges
123



123
120
Church running - electric
1,190



1,190
1,863
Church running - gas
9,313



9,313
6,858
Church running - water
504



504
732
Hall running - electricity
504



504
269
Hall running - gas
137



137
56
Hall running - water





99
Governance costs examination/audit
fee
245



245

Total
71,404
107
392

71,903
76,228
Other expenditure
Merchant Fees
4



4

Total
4



4
167



167

130



130
20
71,404
107
392

71,903
76,228
4



4
4



4
EXPENDITURE TOTAL 71,705
107
392

72,205
76,248
GRAND TOTAL 9,765
(86)
1,995

11,674
(3,017)

Page 15