**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)_ 

1 



## **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 _)_ 

2 



## **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 

3 



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$h of Holrner with Huntlngton . 1135577
Statoment of Assats and Liabilities (by ¢od81
As at= 31 Decernber 2021
CIMS and nornfjnal cod•
G*n¢r•l
Deslgnated
Rwlri¢t•¢l
Endowmerbt
Total
La•ty4*r
Curr•nt asB2ts.CaFh at ban* and In h8rtd
6510.. CCLA 0gpwjsilA￿Vnt
13,811.70
13,811.70
13,810.OT
6520.. CAF caEhA￿Ou￿t
17,SB4.99
3.588.19
18.789.19
8521 .' CAF G￿d Acawnl
1.002.23
1,002.23
1,002.13
6580.. adl T(wErBankA¢counl
1.432.83
1,4?2.83
1.364.09,
6591 .. 8usy Bee6 Bank Attouni
3.302.34
3,302.34
3.658.91
6592.. Over60's BankAccount
1.341.74
6593.. Junlor Church Bank Account
69.68
23.88
Total
32.39S.92
4,804.85
3,586.19
40,789.
3$,￿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
098v￿a1￿d- B8NTower
1.432.63
1.432.83
1.384.09
095wated- BusyBeg5
3,302.34
3.302.34
3.656.91
DeS￿nated-JU￿Chur¢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
EndD*Th•nt
Thbyur
L*6ty•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- spe￿al 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 Sub￿￿p1K)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 bla￿5 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
Y￿r9¥trI¢t*th
O*$lgnatè6
Endu*Tn•nt
Thts y•ar
La6ty••r
2703. St Marys RApslr5
2801- Parith Cantro R•palrs
72
72
Expendlture on ch8rlt8ble
aCti￿tIeS Totels
93,116
106,231
98.495
Other expendllure
2314- Sundri8$
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