Registered Charity No. 1137599 41 '.ii THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST WERBURGH, WEMBURY ANNUAL REPORT & FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 DECEMBER 2022
Independent Examinerfs Report to the Parochial Church Council of the Ecclesiastical Parish of SL Werburgh, Wembury. Plymouth (herein after called PCC): Charity Number 1137599. I report on the accounts of the PCC for the year ended 31 Dernber 2022. which are sel out on pages 6 to 10 of the Annual Report. Respective responsibillties of the PCC and the Examiner The members of the PCC (the chaTiWs twstees) are responsible for the preparation of the financial statements. The members of the PCC consider that an audit is not required for this year under section 144 of the Charities Act 2011 (the Charities Act) and that an independent examination is needed. It is my responsibility to- examine the accounts under section 145 of the Charities Act., to follow the procedures laid down in the general Directions given by the Charty Commission (under section 145(5)(b)) of the Charitbes Act" and to state whether particular matters have come to my attents'on. Basis of IndeperKlent ExamlneVs Report My examination was carried out in accordance with the general Directions given by the Charity Commission. An examination includes a review of the accounting records kept by the members of the PCC and a comparison of the accounts presented with those records. It also includes consideration of any unusual rtems or disclosures in the accounts, and seeking explanations from the trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audil and consequently no opinion is given as to whether the accounts present a 'true and fair view. and the report rs limited to those matters set out in the statemenl below. Independant Examlnerfs Statemont In connection with my examination. no matter has come to my attention: (1) which gives me reasonable cause to believe that in any material respect the requirements to keep accounting records in accordance wrth section 130 of the Charities Act. and to prepare accounts which accord with the accounting records and comply with the accounting requirements of the Charrt$ Act have not been rnet; or (2) to which. in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached. Samantha Andrew Bsc ACA Chartered Accountsnt 93 Church Road Wembury Plymouth PL9 OJX Date: 20th March 2023 Signed:
THE PARISH CHURCH OF ST. WERBURGH, WEMBURY Annual Report of the Parochial Church Council for Year ended 31.12.22 Aims and Purposes The Parochial Church Council of the Ec¢iesiastscal Pansh of St. Wetsrgh, Wembury Ihereinafter called the PCCI has the responsibility of co-operabng the incumbent Team Rector, the Reverend Alan Ryan and the Team ViGgr, the Reverend Kim Lovell. in promoting in the ecdesiastscal parish the whole mission of the thurth - pastoral, evangelical. %)cial and ecumenlcal. Objectives and Activities The PCC is committed to enabling as many people as possible to V40rship at the church and to become part of the parish community of St. Werburgh. Wembury. The PCC maintains an overview of worship and undertakes a revision of our PTinted serviS on a regular basis, together with the clergy team. to ensure that our seNices conts.nue to involve as many people as possible who live within the parish and others who wish to share in our worship. Our servi$ and worship put faith nto ppctice through prayer and scripture. music and sacrament. en planning our activities for the year the PCC have considered the Charity Commission's guidance on public benefit and, in particular, the specific gUance on charities for the advancement of lIgIOn. We especially aim to enable ordinary people to live out their faith as part of our parish community through.. Worship and prayer. leaming about the Gospel. and developing their knowledge and trust in God as revealed in the life and teaching of Jesus Provision of pastoral care lor people living in Ihe parish Missionary and outreac* work To facilitate this work, it is imp)rtant that we maintain the fabric of the Church of St. Werburgh and rts surrounds to a high standard. Achievements and Perforniance W0h1p and Prayer The PCC is always k8en to offer a range of services, not only on Sundays. but also during the week, that our community will find both beneficial and spirrtually fijlfilling. Our worship fomat is both fomial and infomial applied in a style to help everyone to be v4el¢omed arKI involved. In nomal circumstances there has been a range of services offered during the month, both at th8 church of St. Werburgh and s¢xnebmes at another Mission Community churth. These have included a gUlar monthly Together at Ten Service other Mission Community churches. as well as a hybrid Holy Communion 10.00 am service which is bolh in the church of Holy Cross, Nevrton Ferrers and is sent out live on Zoom for those In the Mission Community who are vulnerable, shielding or cauknous. A5 well as our regular SerVis. we enable our communrty to Celebrate and thank God at the milestones of the joumey through lÉfe. We have conducted 6 Baptisms, 13 Weddings. l Marriage Blessing, 14 Funerals, 6 Memonal SeNces. 2 Woodland Burials, 15 Crematorium Services and 10 Internment of Ashes. Impact of Comnavirus pandemic We continue to hold an online Moming Worship seNice Monday to Friday at 9.00 am. We have continued to take precautions throughout the year. including social distancing, the wearing of masks and limitations an singing. Page I
Attendances have tÉen lower than in nonnal ts.mes due to Feople isolating or being uncomfortable with weanng masks to worship. Z(ximing Ihe services has provided the ot4)ortunty for these groups of people and others to access our services throLKJhout the year. ilst we have seen an increase in the monRs raised at the various church services the total is still significanly down on the pre Covid-19 years. As a resutt of separate fvrKlraising events and a donations appeal, were delighted to be able to send off £6,800 to the British Red Cross Ukraine Appeal. In additson, were able to put on further fundraising events which brought in some very welcome funds towards the upkeep of our church. We now have the ne$Sary fvrKls to complete the remedial works to th8 back of the church and to the church tower, but we are havirNJ difficUleS finding specialist companies wrlling to quote for the work needed. Most of these companies have a huge backlog of work after the pandemic to catch up on before booking further work. We are hopeful that this worf( will be finished by the summer of 2023. In the 2020 report it vras mentioned that ttie Quinquennial survey carried out in 2020 had identified problems with our tells and that we were awaitsng a report from Nicholson Engineering Ltd. The report, thich was received in January 2022, identified work that required immediate attention and this work was completed in Apnl at a cost of £2,341. How8v6r. this same report also identified work that needs to be undertaken in the next five to seven years, after this time the b811s would be considered unsafe to ring. The cost of this additional VK*rk was quoted as being in the region of £75,500. At the church of St. Werburgh we conb'nue to stsuggle in Ihis period of uncertainty. and again, we were unable to meet the diocesan share in full. There are 99 parishioners on the Church Electoral Roll. On Going Concem The pandemic has impacted on the Inrne for SL Wert)urgh Church both in 2021 and 2022. The PCC has reviewed budgets and forecasts for receipts and payments for 2023 and anticipate a shortfall in this year. Dioces8n arKJ Deartsry Synods The pansh had two representstives at Deanery SyrKJd' the main areas of discussion have Continued to be mission areas. Mission and Evangelism Our infomial monthly Servi "Celebrate. which is hekl in the INembury Village Hall on the second Sunday in the month at 3pm has continued throughout 2022 with attendances of 25-30. The idea behind this is to devek)p a ministry for those couples vtho ¢(xne to be mamed and for the baptism families. Young and old engaging in infomal rShip together. Helping those in need is a demonstration of our farth. During the year St. Werfourgh Church has raised funds of £13,234, 1¢h have been distributed amongst various chanties tM)th at Home and Overseas. The charities benefits'ng from our grants were.. Grants over £5C)J.' Alzheimefs Soety, Brtts'sh Red Cross Ukraine Appeal, RNLI. St Luke's Hospice. Grants of betsen £250 - £500: Brain Tumour Chanty. Dementia Friendly Parishes Around the Yealm, Macmillan Cancer Care. Plymouth FocAJbank, The Salvation Army. Grants up to £250.. Bamardo's, Cancer Research, Children's Society, Opepb'on Smile, RABI, Royal British Legion, RSPB. Page 2
Financial Review The financial statements and accompanying notes on pages 6 to 10 of this report provides a detailed analysis of our income and experKliture for the year. Total receipts on our unrestricted and desonated funds V4Ere £71,100. In addition, restricted donations of £13,522 were also received. Over the year we have seen the receipts from planned giving via the Parish Giving Scheme (PGS) increase by 3.0%. Being tn the PGS ensures a steacty flow of donated funds, whith helps with financial manag8m8nt and budgeknng enabling us to effioently continue setving the whole communtty. By the end of2022 wd had 61 individualslcouples as members of the PGS. We will seek to encourage more individuals to transfer over to this method of donatson in 2023. We are extremely grateful for the generosity of all those parishioners who have c£)ntinued with their financial support during these very challenging tsmes. £79.053 was spent to proVe the Chnstsan ministry from St Werburgh Church. This includes our contributs'on towards the Diocesan Pansh Share, lch enables mission and ministry to be provided across our diocese. The parish share Ihat each ChUh in the dM)cese is asked to find is calculated according to a fomuia that is based mainly on the number of people in its worshipping community. Our pansh share for 2022 was £42,657. which was a 2.6% decrease on the previous year. However, in view ot the continued impact of Covid-19 on our nme during 2022 and th8 fact that we were unable to undertake the fund-raising activities that Vruld have wished, the PCC decided that we would only pay £37,657 I¢ardS our parish share. The £5.000 v4ithheld would than enable us to proceed with the urgently needed Phase 2 of the Tower Restoratson Project. The expenses of the Yealm & Erme Mission Community are shared been the six member churches according to a forniula that is based on the number of recorded participants for each church. Our Mission Community share for 2022 was £1,119, Nthich VRS paid in full. As will be seen from the financial statement on pag8 8, the net result of the year was an excess of receipts over payments of £5,569. It should be Pnted out that thss £5,569 surplus includes £1,036 of uncleared cheques and £1,050 of monies held as deposits for Neddings scheduled for 2023. The balance of our unrestricted and designated funds held in our Central Board of Finan {CBF) accounts was £54,466 as at the 31 December 2022. Our main challenge for 2023, apart frcrfn tying to meet our Di0san Parish Share, will be to raise monies towards the repairs required to the Bells and Bell frames. Reserves Pollcy The main purpose of holding cash reserves is to n00th out fluduations in cash flow and meet any emergencies that might arise. It is PCC policy to maintain. if possible, a balance on unrestricted funds which equates to three monlhs, unrestricted payments (pre Covid-19 thiswas equivalent to approximately £25,000) to cover unforeseen situations that may arise from time to b"me. The balance of our free rèserves as at 31 December 2022 was £61,675, vthich is above our target. It is our policy to invest our funds balanc*s wilh the Central Board of Finance (CBF) Church of England Deposit Fund. Page 3
Safeguarding The PCC has complied wth the dLty under section 5 of the Safeguarding and Clergy Discipline Measure 20161duty to have regard to House of Bishops. guidan on safeguarding children and vulnerable adults). Volunteers The members of the PCC would like to thank all the volunteers who work so tirelessly to make our church a lively and vibrant community. Our speaal thanks go to all those have made the experien of a relationship with St. Werburgh Church a goc¥J one. Structure. Governance and Management The PCC is a corporate body established by the Church of England. The PCC operates under the Parochial Church Counal PothErs Measure. The methtxl of appointment of PCC rnbers is set out in the Church Representation Rules. All those attending church are encouraged to register on th8 Electoral Roll and to consider standing for election to the PCC. The PCC members, the thurdlwarden and the incumbent are responsible for making decisions on all matters of general concem and importance to the parish including deciding on how the funds of the PCC are to be spent. The PCC held five meetings during the year, three of which were online, plus Extraordinary PCC Meekn'ngs by email. The Yealm & Eme Mission Communrty brings together six churthes. Wembury, Bnxton, Yealmpton, Newton Ferrers, Noss Mayo & Holbeton. As a Mission Communty they fvncbon under the leadership structure of a Team Rector and a Team Vicar. Our Team Redor is Revd Alan Ryan is based in Yealmpton. Revd Kim Lovell is our Team Vicar and she is based in Newton Ferrers. A Team Council operated throughout the year bnnging together representatives from each of the six churches to make decisions on policies and service schedules. Discussions took place to fornialize the stwcture into a Joint Council, which was approved at SPCMS in January 2022. Adminlstrative Inforniation: The Church of St. Wert)urgh is situated off Church Road in the Parish of Wembury, Devon and is part of the Diocese of Exeter within the Churth of EngLand. As the fomer vicarage in Wembury is now a Letting Property of the Exeter Diocese. the syjncipal address for Corresponden is Mrs. Carol Steel, Churchward8n. 47 Mewstone Avenue, Vkmbury PL9 OJT The members of the Parochial Church Council of the Ecdesiastil Parish of St. Werburgh. W8mbury are Trustees registered with the Chanty CommissiC and entered into the Register of Charities. Registered No.. 1137599. PCC members who have served from 1 January 2022 until Ihe date this report VRS approved are". Ex-offiao members". Incumbent Team Vicar The Revd. Alan Ryan ffeam Rector) The Revd. Kim Lovell Churchwarden Mrs. Carol Steel Page 4
Deanery Synod Representatives Mrs. Jayne Richardson Deanery Sync*J Lay Chair Electoral Roll Officer PCC Vice Chair Mrs. Belinda Kemp Deanery Synod Member Elected members Mrs. Sue Lord Secretary & PCC Member PCC Members Mr. G.Farmiloe Mrs. R.Farmiloe Mr. Karl Gibson Mr. Ivar Hellberg Mrs. Gloria Roberts (from 3.4.2022) (from 9.11.2022) (to 3.4.2022} {to 3.4.2022) Volurrteer Members Ms. Alison Hawes Safeguarding Representative (Child Protection & Vuln8rabte Adults) (to 17.10.2022) Mrs. Carol Steel Safeguarding Representative (Child Protection & Vulnerable Adults) (from 17.10.2022) Mr. David Vasey Acting Treasurer Parish Giving Scheme Representative Gfft Aid Officer Mr. Robert Rowland Assistant Treasurer Mrs. Belinda Kemp Heatth & Safety Officer Bankers Natwest Bank. Plymouth Cty Centre Branth 14 Old Town Street, Plymouth, PL1 1 DG Independent Examiner Mrs. S. ArKlrew BS¢ ACA, Chartered Accountant 93 Church Road, Wembury, Plymouth, PL9 OJX Approved by the PCC on 31 March 2023 and signed on their behalf by The Revd. Aan Ryan (PCC Chairman) Page 5
Wernbury Parochial Church Council Financial Ststements (Receipts) for the Year ended 31 December 2022 D¢sRated Total 2022 Total 2021 Funds vOnt¥ry Receipts- regular glvkng Tay pknned oth¥ PTrned gMNJ cobleclrE at SON other recurriw d()9 fZJ.I £x.tg0 £19.728 £3,597 £5,475 £7.020 £7,927 £42.846 £5.013 £4.494 £10.378 £4270 £4 r2.125 £4270 Uh94 Glft £8.425 £51M43 £39,579 £0 £2,728 £4. Grants Non.recurrirva & app88 011 GMr¢ & Card Rq•d•r ¢Jrth £3.( t3,333 £1XI £3,463 £7,103 £476 £0 É12,693 25 Actlvltl•s lor¢knowatlYvJ Fund8 Fbw¢r F98bv Concerts Coffae MemWro•mToa8d¢ oth £0 £0 £718 18 £0 £2,135 É226 £0 CBF Depc6 Acmm15 Irwel 10 £592 R¢celpts fr(•M ClwJr¢h Athllb•• BorStl Wembw Rev ststulory F••$ Iw¢dth'ng•, £214 £13,870 £7.192 a1.Q76 £12,187 É8.719 É21.362 £12,187 £8.719 £21,362 Éo £0 RelF8m8rt ft• £0 £0 TOTALREceu>TS £7Ag8 £13h22 £e4.822 £TI,243 St**nents IRecept¥l
Wembury Parochial Church Council Financial Statements (Payments) for the Year ended 31 December 2022 Unr•strlctr Ftshd• Unrestrlcted ignated Funds Total 2021 Fund Totsl 2022 Funds PAYTrIE Chutch AGtlvltI6$'. gNirvJ 8 Charab grart6'. lome MissKJn$ 8 Charit8 6.189 6.169 Dkx•Mn Parkh Share 37.7 37.7 26.eck8 I VV4ge81 1,080 InBuTanc• Yealrn & Em)8 Mi86ion AdminiBtration cc410 Churth Mainter Upkt•p o188f¥K8B Upkeep of ¢hur¢by•rd 3,281 1.119 1.119 1,353 145 1.7 ChJr¢h cc4t• {•kndrW.dl& wknl 1227 1.327 TrHdlNJ ¢¢•l¥. Bo)kstall WqrnbLry 105 13,507 126 7,227 13.X17 chUh r•palr 8 rnHirtenvJJ M4or R8pair6 IStructur&l Mapr l R¢eMe 2.341 2,341 1S.234 78,STT 80,986 Fund Raislnq Aclivlllm.. 19 19 Co•t8 of Fkyr Ftttlval Fa86 lor OnJne Gfvlng 8 T R¢• ¢Jnth 28 Governan¢• Co8t•'. 450 480 oth•r yymenti.. Churth FbrI¢ OF Pamhpx Retirement Gits 870 TOTAL PAYMENTS 8B17 13.238 32,346 Fir*r1 Statem8nts I Parytsl
Wembury Parochial Church Council Financial Statements (Assets & Liabilities) for the Year ended 31 December 2022 Fund• Trtal 2022 Tot•1 2021 Fund¥ 4fv15 1.951 -1.951 CM•h Funth.. k CLt£j1t 1 JWNHY 2022 16.014 8,018 22,032 10.195 22.032 283 27.3 5(1n CBF DeptyttAccryJrt8 88 31 Dnb2022 27.805 19,227 27,606 to 3,728 B•lwK• d Calh Fund• 31 D•e•mbr 2021 179 OOM43 134 134 LPWGS VAT clm 2022 38 338 374 197 197 2023 ¢xtw¥dsW•J(HrpJ fe8& W kn th4 1,036 17,204 3.100 28 (KX) 75.5(K> 101.636 28.fXY) 75.5) 104186 75.500 114864 tyth• PCC 31 2WJ fm IW SW IChuTcM¥¥d*FI
Wembury Parochial Church Council Accounts Notes to the Accounts 1. Th8 financial statements. using the Receipts & Payments basis, have been prepared under the Church Accountsng Regulations 2006 in accordance with the applicable accounting standards and the cJJrrent Statement of Recommended Practice (SORP 2015). 2. Definition of Fund classification". UNRESTRICTED FUNDS may be used by the PCC for any of its ordinary purposes. DESIGNATED FUNDS represent funds set aside. out of ordinary unrestriGted funds, for specific designated purposes, which can be transferred back into general funds at any time. RESTRICTED FUNDS represent either Income from trusts or endowments which may be expended only on those restricted objectives provided in the temis of the twst or bequest, or donations or grants received or invited for a specffic purpose. The funds may only be spent on the specific purpose for 1¢h they vRre given. Any balance remaining unspent must be carried forward as a batance on that fijnd and cannot be absorbed into general funds ENDOWMENT FUNDS are funds whose capital must be maintained., only income arising from the investrnent of the endowment may be used either as r8Stricted or unrestricted funds depending upon the purpose for vhich the endowment was established. There ar8 no endowment funds on which to repo 3. The headings and sutr*headings within the Receipts and Payments sheets are in accordance with the guidance contained in the Charity cmisSIOn,$ Statement of Recommended Practice (SORP 2015). 4. Transadions during the year within the Wembury Review Account were as follows.. 2022 2021 6.604.51 4,095.04 1.163.60 13.90 Receipts: Advertisements 9,135.40 3,706.08 791.40 37.20 Subscnptions Shop Sales Donations Sale of Mugs 310.QKI Total Receipts 12,187.05 13,670.06 Payments: Prints'ng Costs Expenses Postage , Transfer to Wembury PCC Cost of Mugs 7,448.60 467.45 6,744.00 404.70 186.29 78.33 3,507.00 5,CNJO.00 404.65 Total Payments 13,506.99 10.734.03 Page 9
- It is a requirement of Charity Law that all reipts are sh¢Jwn gross and feeslexpenses are shown separately. Donations received as a result of on-line giving and card reader donations are credited to our bank after the deduction of fees retained by the online giving and card reader donations provider. Therefore, the figures recorded here have been increased to include the fees that were deducted at sourc8. The fees deducted are shown under Fund Raising Adivites on page 7.
- Similarty. as only the 'nef amounts for bjnd raising activittes. after the deduction of expenses, were passed to the Treasurer for banking the figures recorded here have been increased to include the expenses incurred. The expenses incurred a shovm under Fund Raising Activitses on pag8 7.
- A list of the charities that vle have supported can be fwnd in the seth'on headed "Mission and Evangelism" on page 2 of this report.
- Clergy eXPSe$ are paid by the Yealm and Erme Mission Community.
- Most of our costs a$Slated with Administrab'on and Upkeep of Services are bome by the Yealm and Erme Mission Community.
- The movements in CBF Deposit Funds during the year Vre as follows.. 01.01.2022 Interest Transfers CBF ACCOUNT Unrestrlcted.. General Fund Deslgnated.. Review Fund an Fund Bell Fund Fabric Fund 31.112022 283.44 3.73 287.17 155.39 1,340.17 17.956.24 7,870.42 2.05 24.49 218.39 343.17 157.44 2,714.66 16,973.83 34,333.59 1,350.C(I 26,120.00 27.605.66 28 220.00 591.83 54.466.49
- In addition to our charity donations of £13,234 we have also collected, as conduit ftjnds, £887 on behalf of other chanties. As these conduit funds have nol gone through our bank account they S not included within the receipts and payments of our financial statement. Page 10