Registered Charity Number 1135577
Report of the Trustees and unaudited financial statements for the year ended 31[st] December 2021 for the Parochial Church Council of the Ecclesiastical Parish of Holmer with Huntington
Holmer with Huntington & St Mary’s, Hereford Annual Report for the year ending 31[st] December 2021
The trustees present their report with the financial statements of the charity for the year ended 31 December 2021. The trustees have adopted the provisions of the Statement of Recommended Practice (SORP) 'Accounting and Reporting by Charities' issued in March 2005
Reference and Administration Details
The parish has three churches St Bartholomew's, St Mary's and St Mary Magdalene. There is also Holmer Church Centre. The Parochial Church Council of the Ecclesiastical Parish of Holmer with Huntington is a Registered Charity No 1135577
Parish Contact Address is Holmer PCC The New Vicarage Holmer Hereford Herefordshire HR4 9RG
Independent Examiner: David Owen ACIB Roewen 13 Lugg View Close Hereford HR1 1JF
Parish Website: http://www.holmerchurch.org.uk
Members of the PCC are either ex-officio or elected by the annual Parochial Church Meeting in accordance with the Church representation rules. During the year the following served as members of the PCC from September 2020 onwards:
| Vicar | Rev. Steven Lee |
|---|---|
| Associate Vicar | Rev. Rob Oram |
| Churchwardens | Mrs Wendy Burge and Mrs Jean King until May 2021. |
| Then Mrs Christine Price and Mrs Wendy Rochard | |
| Chapel Wardens | Mrs Margaret Hampshire (Huntington), Mrs Sheila Tolson (Huntington) & |
| Mrs Cynthia Hartland (St. Mary’s) | |
| Deanery Synod Members | Mrs Barbara Hartland, Mrs Emma Harrison, Mrs Maggie Love & Mrs Gill |
| Waring-Jenkins | |
| Secretary | Mrs Wendy Rochard |
| Elected Members | |
| Members not re-elected May | 2021 Mrs Rose Vodden |
| 1 year ending May 2022 | Mrs Gill Waring- Jenkins* Mrs Elizabeth Harris |
| 2 years ending May 2023 | Mrs Ruth Stott, Mrs Christine Price* |
| 3 years ending May 2024 | Mr Richard Rodda, Mrs Janis Gough, Mr Gerald Ridley, Mrs Wendy Burge, |
| Mrs Jean King & Mr Mike Jefferis |
Non Members but regular attenders at PCC meeting Mrs Liz Combe (Correspondence secretary & Treasurer), Mrs Jane Tate (Children and Families’ Worker)
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Structure, governance and management
The Parochial Church Council (PCC) is a corporate body established by the Church of England. The PCC operates under the Parochial Church Council Powers Measure. It is registered with the Charity Commission.
There are currently no policies and procedures for the recruitment, induction and training of PCC members. Copies of the Archbishops’ Council and Charity Commission’s booklet “Trusteeship – An Introduction for PCC Members” are made available to new PCC members.
Apart from the Standing Committee of the PCC, the Church has no official sub-committees. There are often however a number of sub groups which meet as required.
Ministry Group Mission Support Finance Parish Church Maintenance Huntington Maintenance St Mary’s Maintenance Church Centre
Objectives and activities
Our Mission Statement is ‘Showing Jesus Christ to those around us.’
Public Benefit
The trustees of the Charity are aware of the Charity Commission’s guidance on public benefit in The Advancement of Religion for the Public Benefit and have had regard to it in their administration of the Charity.
The trustees believe that, by promoting the work of the Church of England in the Ecclesiastical Parish of Holmer with Huntington it helps to promote the whole mission of the Church (pastoral, evangelistic, social and ecumenical) more effectively, within the Ecclesiastical Parish, and that in so doing it provides a benefit to the public by:-
Providing facilities for public worship, pastoral care and spiritual, moral and intellectual development, both for its members and for anyone who wishes to benefit from what the Church offers: and Promoting Christian values, and service by members of the Church in and to their communities, to the benefit of individuals and society as a whole.
Church Attendance. There are 138 names on the Church Electoral Roll.
The average Sunday attendances during 2021 were greatly affected by lockdown and social distancing restrictions. Since the easing of restrictions numbers have not yet settled but numbers are about 80% of pre pandemic levels. Church n Chips has resumed with about 75% attendance compared to pre-pandemic. Our Sunday services have continued to be recorded for YouTube and these recordings are appreciated.
During 2021 there were 17 baptisms, 3 weddings, 11 funerals at our Churches. In addition, there were 11 funerals at the Hereford Crematorium.
Christian Giving: Our Churches support Scripture Union (SU), Church Pastoral Aid Society (CPAS), Children's Society, Bible Society, Tearfund, Serving Africa Mission, and CMS on a regular basis. In addition, we support Christian Aid Week and the Samaritan's Purse Christmas Shoebox appeal. Any disaster appeals are channelled through Tearfund.
Rev Steven Lee (Chairman & Vicar )
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The Parochial Church Council of the Ecclesiastical Parish of Holmer with Huntington Report of the Trustees for the Year Ended 31 December 2021
FINANCIAL REVIEW
Another extraordinary year for our finances. Our administrator and cleaner have for some of the year been on total or partial furlough. This reduced our expenditure as did the reduction in electricity and gas use at our venues. However, this did not offset the loss of about £5000 in letting income on our halls, and a £7500 reduction in our giving from pre pandemic levels. The reduction in giving came from the loose plate, and some people not keeping up with their planned giving envelopes. There has been an increase in the amount given through the parish giving scheme. Our finances were rather saved by furlough money and grants towards our Church Centre – these totaled £20,000. This enabled us to do some important £7500 repair work to a badly damaged wall and other important work in Huntington Churchyard. Overall, our reserves improved by £1000 to £40,748, of which £32,398 is in unrestricted funds.
The main funds for the charity are held in two accounts, a CAF (Charities Aid Foundation) account and a COIF deposit postal account, which both hold restricted and unrestricted funds. In addition, there are three designated funds, The Bell Tower, Junior Church, and Busy Bees. Throughout 2021, all funds have had credit balances.
The PCC are pleased to report that the Parish Share was paid in full for 2021.
Reserves Policy
The PCC has agreed to keep at least £20,000 in reserve to cover at least three months of general operating expenditure in case of an emergency interruption to our regular income flow. If our reserves fall below £20,000 then we would have an emergency meeting of the PCC to consider what should be our response. This policy will be reviewed annually by the PCC.
Approved by order of the board of trustees on 3[rd] May 2022 and signed on its behalf by:
. Steven M Lee Rev S.Lee – Chairman
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Inde endent Examiner's Re ort to the Trusteey of Holmer with Huntin Parochial Church Council. ton I report on the accounts for the ycar cnded 31 st D¢c¢mb¢r 2021 which are set out on pages 5 to 9 Respeetive responsibilities of the Trustees and Independent Examlner As trustees of the charity, the members of the PCC 8re responsible for the preparation of the accounts. They consider that an audit is not required tor this year under section 144(2) of the Cluuities Act 2011 (the 2011 Act) and that an independent examination is needed. It is my Tesp)nsibility to: ' ekimine the accounts under section 145 of the 2011 Act; . follow the procedures laid in thc Gcneral Directions given by the Cltsrity Commissioners section 145(5)(b) of the 2011 Act. and . state whether particular matters have corne to my attention. Basis of Independent Examiner's Statement My examinalion was carried out in ac¢ordance witb the General Directions given by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It dso includes onsideration of any unusual items or disclosures in the accounts, and sccking explanations from the management committce concerning gny such matters. The procedures undertaken do not providc all thc cvidcncc that would be required in & full audiL and consequently I do not expre53 all audit opinion on the accounts. Independent Examiner's Statement In conn¢¢tion 1th my examination, no matters have ¢om¢ to my attention . which give me reasonable cause to believe that in any material respect the requirements . to keep accounting record5 in accordance with s.130 of the 2011 Act; or . to prepare ¢VntS whi¢h cOrd with these accounting records have not been met. or 2. to which, in my opinion, attention should b¢ drawn in order to cnable a proper understanding of the a¢¢ounts to be rea¢hed. David Owen ACIB Roewen 13 Lugg View Close Hereford HRI IJF
Th• PCC of th• Ecel•slastleal ParSsh of Holmer wlth Huntington - 1135577 Balance Sheet detalled Asat 3111212021 Asat 3111212020 Curr8nt assets 6501.. 8ardayg Bank current Ac¢ount 6510." CCLA D•posil A¢(x)unl 6520.. CAF Cash Account 13,811.70 21.171.18 1.002.23 1.432.83 13.810.07 18,789.19 1,002.13 1.364.09 6521.. CAF Gold Acg)unl 6590. Bdl Tower Bank Account 6591. Busy Beeg Bgnk Account 6592". Over60's Bank Account 3.302.34 3.658.91 1,341.74 23.88 6593." Junlor Chweh BankA¢counl 69.68 Totsl Cyrront •s•et• 40,789.96 39.990.01 Llabllllles 6699.. Agency ¢dleclons Z04.. A(Kounts Payab 41.00 183.74 Total Llablllti 41.00 183.74 Net Astset *UTplu& Idoficlti 40.74a.96 39.80627 Exces$ I Ideft¢ill lo dale Z01.. Starting baLqnces 942.69 13.038.901 42,845.17 39.806.27 Total R88orv88 40,748.96 39,806.27 Repmsènted by Funds UnrestrSoted 32.398.92 4.8Q4.85 3,$45.19 23.709.26 6,388.62 9,708.39 Designated Restricted Endowrnenl Total 40,74B.96 39,806.27
The PCC of the Eccleslastl¢al Parl$h of Holrner with Huntlngton . 1135577 Statoment of Assats and Liabilities (by ¢od81 As at= 31 Decernber 2021 CIMS and nornfjnal cod• Gn¢r•l Deslgnated Rwlri¢t•¢l Endowmerbt Total La•ty4r Curr•nt asB2ts.CaFh at ban* and In h8rtd 6510.. CCLA 0gpwjsilAVnt 13,811.70 13,811.70 13,810.OT 6520.. CAF caEhAOut 17,SB4.99 3.588.19 18.789.19 8521 .' CAF Gd Acawnl 1.002.23 1,002.23 1,002.13 6580.. adl T(wErBankA¢counl 1.432.83 1,4?2.83 1.364.09, 6591 .. 8usy Bee6 Bank Attouni 3.302.34 3,302.34 3.658.91 6592.. Over60's BankAccount 1.341.74 6593.. Junlor Church Bank Account 69.68 23.88 Total 32.39S.92 4,804.85 3,586.19 40,789. 3$,0.01 Llabllltl?s.knncy actounts 6699.. 41.QO 41.00 183.74 Totsl 41.00 41.00 183.74 N•ttotal 32.398.92 4.804.85 3,545.19 40.748.9S 39.806.27 Ropro4oniod by 32.39S.92 32.398.92 23,709.26 098va1d- B8NTower 1.432.63 1.432.83 1.384.09 095wated- BusyBeg5 3,302.34 3.302.34 3.656.91 DeSnated-JUChur¢h 69.88 69.68 23.88 Desknatsd. Over605 1,341.74 Re51ricted- CFamWork 2,703.17 2.703.17 s.3.10 ReBlricted- HolmerFIow 782.90 782.90 1.232.90 Re51rfcted- Huntchur 363.27 Rèstii¢ted. HuntFbw¥r 59.12 59.12 59.12 Total 32.39892 4.804 8S 3.545.19 40,748.96 39.806.27
The PCC of th& Ecclèslastlcal Parlsh of Holm&r wlth Huntingt¢n- 1135577 Anyty$i$ of Income and gxpenditur• Select?d pgriod.. 01 January 2021 to 31 December 2021 Total UnYg•trict R••irl¢t•d EndDTh•nt Thbyur L6ty•ar Ineomfr and endowments DonatlOlJ5 and lega¢les 0101 standing Orderg 0110- Holm8r Envgbpes 0120- Huntington Envelopgs 0130. St Matys EnvelopBs 0140- Parish GMng- GIftAidad 0141 . Parish Giwng- Gmt Ald In¢ome 0142- Parish GMng- No Gift A 0301 Holmer Plate 0302- Hunllnglon Wate 0303- Sl Marf$ Plate 0304- Saplism. Woddlng and Funer ServiGe Col 0401- Donalh)n8 0402- speal Appeal$ 0403_ Grft Oays 0404- Bell Tower Donations 0405- DonaJon8 forwedding Flowers 0501 - Onlino Givi 0601- GtftAid Recovered 0701 - L¢ga¢le$ Re¢elved 0801- Listed places of Worghlp 0802- Heroford Dloc880 0803- Oth9r Grants 2.328 5.960 2,174 4,477 28.617 6.080 2,328 5,960 2,174 4,477 28.617 6.080 2,328 7.123 1.039 5.820 27.983 5.974 2,850 524 2.850 524 468 375 265 807 5.701 11,065 11,065 66 68 97 78 8,386 78 9,817 1,251 5.940 20,541 20.541 16.175 Donations and legacies Totals 88,856 68 6.952 95.877 87.010 Income from charltable actlvltles OW1 Fundrai8ing ID¢omtr 1101 Funeral Fees 1110- Wedding Fees 3.304 1.439 3.304 1.429 1.960 Income froffl ch8rlt&ble a¢tlvltlÈs Totals 4,743 4.743 2,088 Other tradlng actlvltles 1201- Maga2ine Adverts & Sales 1210- Parish Centre Letbngs 1211- St MaFI5 LettsDgS 1220- Actwity l Training Days 1221- Social Events Income 1222- Plaque Incomg 1230- Junior Church 1231- Over60's 1232- Busy Bee$ 1.406 5,761 1.547 213 150 200 1,406 5,761 1.547 213 1.625 3,174 1.717 150 200 200 152 872 537 225 333 Other tradlng actlvltle5 Totals 9,278 861 There m8ybe mlnor dlscrepancles the totalsAfih$ pen¢e are nol belng shown
T4)tal Dothnatad Rostrf¢tsd Endowm•nt ThlB y•ar Ltstym Inveslments 1020- Bank Intere8t 37 Inveslments fotals 37 Other income 1301 - Utilty Refund5 1302- Other ID¢oming Resourc68 1303- FtMRC Refijnd 22 Other Income Tota15 22 132 Income and endowments Grand total¥ 102,902 630 6,952 110,485 98,820 Expendlture Ralslng funds 1701- Fundr¥isiny Expgn$e$ 1703_ Plaan8d Givino Envelopes 201 Ralslng funds Tolals 201 Expendlture on ch3ritable 3clivities 1801- PCC Mis6ion Gwing 1901- Parish ShBre 2001- Salartes 2002- HMRC Co6 2003- Pension Costs 2004- Honoraria 3.748 58,720 9,798 572 114 3.748 58,720 19.595 792 850 2,985 57,853 18,813 1,D86 9.797 22Q 735 2005- Honcffaria- Organlsts 2101 Clergy Exp8nsas 2102. Slgff Expensey 2103- SlaftTraining 2300- Wornhip Maloria1s 2301- Grounds Maintsnar 2302- Prop9ty Maintenance 2303- Bell Tower Running Costs 2304- Annu81 Seryl¢e Contracts 2305- Annual Subp1K)nS 2306- Stationèry & Eouipmeni 2307- Cleaning Supplle$ 2308- Tdephone 2309- P¢si8gt 2310- PDnling Costs 2311 Insurance 2312- Flower9 2313- Volunlo8rs Trainiw 2402- Parish Centr8 Utility Bills 2403- Holmef ljtility 8ills 2404. Hunbngton Utility Bllls 2405- St bla5 Ulilily 81115 2406- Parish offi Utility BilLs 2505- Swal Events Expenses 2506- Magazine Expenses 2601 - Govom8rKe Costs 2701 Holmer Repaits 2702- Hunbnglon Repairs 255 255 692 759 88 314 935 514 24 916 711 465 116 822 73 483 3,013 165 411 1.D30 105 88 314 654 45D 431 180 152 759 514 24 916 711 583 224 729 116 622 73 221 3.013 131 695 695 1.041 203 1.072 1,016 628 931 436 1.041 203 684 374 167 46 374 161 388 45 90 834 7,994 1.258 9.253 There msybe mlnordls¢repanGles In Ihe lotals If the pence are not belng shown
Total Yr9¥trI¢tth O$lgnatè6 Endu*Tn•nt Thts y•ar La6ty••r 2703. St Marys RApslr5 2801- Parith Cantro R•palrs 72 72 Expendlture on ch8rlt8ble aCtitIeS Totels 93,116 106,231 98.495 Other expendllure 2314- Sundri8$ 2501- Junior Chur 2502- Ovgr 6Us 117 117 212 707 2503- Busy Bees 2504- AGtivty l Troining Days 2507- Pl8que$ 260Q- BankAccounl Fees 2802- Holmor Budal F86 2603- Pthsh Hlre Refund 29Q)- Car Park 2950- BankTransfer 816 1,290 141 702 702 141 135 135 165 Olher expenditure Totals 1,096 2.214 3.311 3,162 Expèndlture Grand totals 94,213 2.214 13.115 109.542 101,859 There may be mlnor dlscrep8n¢les In the totals If thepence are notbelng shobvn