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2020-12-31-accounts

The Parochial Church Council of St. Luke’s presents its report to members on activities for the year to 31[st ] December 2020, in accordance with the Charities Act 2011 and statement of recommended practice issued by the Charity Commission.

Legal and Administrative Details

St Luke's Church Centre, Fernhead Road, London W9 3EH

GOVERNING DOCUMENTS Parochial Church Council Powers Measure 1956 and the Church Representation Rules 2011

CHARITY REGISTRATION NUMBER 1138030

MEMBERS OF THE PCC

Appointment of PCC members is governed by the ‘Church representation rules’. As applied to St Luke’s this results in a PCC constituted as follows:

The PCC has agreed that Church Wardens and PCC members who have served for three years should not stand for re-election for at least one year.

Ex Officio members: Dates Incumbent Alastair Thom from March 2011 Church Wardens Rosalind Okello from October 2013 Rose Heaney from October 2020 Eva Micklewright from April 2016 until October 2020 Associate Vicar Jackie Barry from March 2011 Curate Emmie Walford from September 2017 Deanery Synod Alan Tuomey from April 2017 Wendy Markland from October 2013

Elected members:

Elected members:
Joshua Hunter (PCC secretary from October 2020),
Charles Onyekwere
from April 2018
Rob Stewart, Liz Hepple, Jacky Newby from April 2019
Fiona Hunter, Salome Irungu from October 2020
Carol Knevelman from April 2017 until October 2020
Emily Tonkyn (PCC secretary from April 2019) from April 2018 until October 2020
Susan Turner from April 2019 until October 2020

Non-member, elected by and reporting to the PCC Ashleye Gunn (PCC Treasurer)

from January 2014

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The PCC meets as a full council approximately 7 times per year, and 6 times a year for task groups. There is a standing committee comprising Vicar, Church Wardens, Treasurer and Secretary.

Report of the Parochial Church Council for the year to 31 December 2020

The PCC has pleasure in submitting the Report and Accounts for the year ended 31 December 2020.

Objects of the charity

The charity is responsible for co-operating with the incumbent, in promoting in the ecclesiastical parish, the whole mission of the Church be it pastoral, evangelistic, social or ecumenical. The PCC is also responsible for maintaining certain church property situated within the parish, namely St Luke's Church Centre and Flat 1-3, Fernhead Road, London W9 3EH.

Summary of the charity's main activities and achievements

To further the above objects and vision, the charity's main activities and achievements were as follows:

Most of the charity's activities are undertaken by volunteers and the charity could not operate effectively without their efforts.

In planning the activities the PCC has applied the guidance on public benefit issued by the Charity Commission.

Financial review

During the year income decreased by £21,215, to £159,617. Expenditure also decreased, by £23,148, to £166,583. As a result the cash held by the charity decreased by £6,367, to £89,897, of which £37,512 is unrestricted and can be used for any charitable purpose.

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Reserves policy

The PCC has determined that the charity should aim to hold unrestricted cash of no less than one quarter of a year's total expenditure so that the charity could continue to operate should income and/or expenditure vary adversely. On 2020 expenditure this Reserves target is £41,645. At the year end, the charity held unrestricted cash of £37,512. This is £4,133 short of the reserves target. The Covid-19 pandemic makes forecasting challenging, however the PCC will take action with the aim of meeting the reserves target. This includes taking an active approach to encourage church members to review and increase their giving where feasible, and seeking to restart Lettings to existing and new community groups when possible. In addition the PCC aims to hold £40,000 in a designated fund at the end of each year to support the employment of a Children & Families worker over the following two years. The post holder left the role in mid-2020, and £35,917.72 is being held in the designated fund while the PCC reviews the role.

Governance

The charity is registered with the Charity Commission and operates under the Charities Act 2011. The governing documents for the charity are the Parochial Church Councils (Powers) Measure 1956 (as amended) and the Church Representation Rules 2011.

The appointment of PCC members is governed by, and set out in, the Church Representation Rules. The PCC comprises ex-officio members (which includes clergy and churchwardens), elected members and co-opted members. The PCC organises elections annually before the Annual Parochial Church Meeting (APCM) to fill vacancies. The members of the PCC are the charity's trustees for the purposes of charity law.

Responsibility for setting policy and for determining the parameters within which the charity should operate rests with the PCC which meets regularly to monitor the activities of the charity. Responsibility for the day to day operation of the charity has been delegated to a team led by the incumbent.

The PCC has complied with the duty under section 5 of the Safeguarding and Clergy Discipline Measure 2016 (which sets out the PCC's obligations to safeguard children and vulnerable adults).

Relationships with other charities and related parties

As part of the United Benefice the clergy members of the PCC, Alastair Thom, Jackie Barry and Emmie Walford, are also trustees of Emmanuel Church, 389E Harrow Road W9 3NA. Alastair Thom is also a trustee of the Nigerian Chaplaincy and the Paddington Charities, both UK registered charities. Emmie Walford is also a trustee of the Oxford Kilburn Youth Trust.

Responsibilities of trustees

Charity law requires the PCC to prepare financial statements for each accounting year which record the receipts and payments of the charity for the year.

The PCC is responsible for keeping proper accounting records which disclose with reasonable accuracy at any time the financial position of the charity and enable us to ensure that the financial statements comply with the Charities Act 2011.

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We also have a responsibility to safeguard the assets of the charity and to take reasonable steps to prevent fraud or any other irregularities.

Approval

This report was approved by the trustees on 12 April 2021 and signed on their behalf by Rosalind Okello.

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Independent examiner's report to the trustees of Parochial Church Council of St Luke's West Kilburn

I report to the trustees on my examination of the accounts of the Parochial Church Council of St Luke's West Kilburn for the year ended 31 December 2020.

Responsibilities and basis of report

As the charity trustees, you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 ('the Act').

I report in respect of my examination of the PCC’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.

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 giving me cause to believe that in any material respect:

  1. accounting records were not kept in respect of the PCC as required by section 130 of the Act or;

  2. the accounts do not accord with those records; or

  3. the accounts do not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a 'true and fair view which is not a matter considered as part of an independent examination.

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.

Anthony Epton BA FCA CTA, FCIE Goldwins Chartered accountants 75 Maygrove Road West Hampstead London NW6 2EG

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Parochial Church Council of St Luke's West Kilburn

Receipts and Payment Account

For the year ended 31 December 2020

Unrestricte
d
funds
Designated
funds
Restricted
funds
Total
funds
Prior year
total funds
£
£
Other trading activities
Other
Other voluntary income


Investment income
143
27,198
Income from:
Voluntary income
80,222
5,000
Total income
114,094
34,196
Expenditure on:
Charitable Activities - Grants and Donations
24,221
25
9,507
1,973
Grants - Overseas Mission
9,030
127
Grants - Relief and Secular Charities


Grants - Home Mission
5,120

Discretionary Fund
861

Charitable Activities
Ministry
87,874

Building
18,127
9,956
Church Activities
2,025
2,600
Support Costs
14,386

Governance Costs
960

Total expenditure
138,384
12,683
-25,101
Excess of receipts over payments before transfer
-24,289
21,512
Transfers
Gross transfers between funds - in
19,311
1,707
Gross transfers between funds - out

All assets at 31 December 2020
37,512
48,875
Net movement in funds
-4,978
-1,881
Reconciliation of funds
All assets at 01 January 2020
42,490
50,757
£
£
£
11,326




11,326
125
336

36


15,017


15,515
-4,188

9,000
27,341
29,993
96,548
95,427
159,617
180,832
24,246
42,939
11,480
3,472
9,282
9,490
336
1,188
5,120
5,128
897
5,256
87,874
86,574
28,083
27,385
19,642
36,108
14,386
17,820
960
780
166,583
189,731
-6,966
-8,899
5,789
-1,707
-106
-26,808
-71,475
26,808
71,475
-6,966
11,510
1,516
1,409
87,797
94,764
94,764
103,662

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

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Parochial Church Council of St Luke's West Kilburn Statement of Assets and Liabilities For the year ended 31 December 2020

Parochial Church Council of St Luke's West Kilburn
Statement of Assets and Liabilities
For the year ended 31 December 2020
Parochial Church Council of St Luke's West Kilburn
Statement of Assets and Liabilities
For the year ended 31 December 2020
Restricted Endowment
Total
Last year
Class and nominal code
General
Designated
4,907.21
4,907.21
4,590.24
4,907.21
4,907.21
4,590.24

777,176.00
777,176.00

777,176.00
777,176.00

86,586.08
93,557.43

2,100.00
1,500.00

1,211.19
1,206.08
Total

89,897.27
96,263.51
Gift Aid due to charity
2,426.20

2,553.70
2,675.00
4,230.11

4,230.11

Other debtors





1,136.00

6,783.81
3,811.00
North Paddington Food Bank
-1,000.00

-1,000.00
-42.00
Pastoral Assistant
-1,050.00

-1,050.00
-1,050.00

-1,000.00
-960.00

-2,100.00
-1,500.00
Christmas Offering - Homeless


-295.00
Friends of Tuimaini


-128.00

-5,150.00
-3,975.00
4,907.21
873,614.29
877,865.75
Independent Examination
-1,000.00


Net total assets
41,118.36
826,051.55
1,537.17
Tenants deposit liability


-2,100.00
Total
-3,050.00

-2,100.00






37,512.05
48,875.55
3,509.67
Current assets - Cash at bank and in hand
001 : HSBC (Piccadilly) Current a/c
37,437.44
48,578.97
569.67
002 : Tenancy Deposit Scheme


2,100.00
777,176.00

Total

777,176.00

006 : Central Bd of Finance Deposit
74.61
296.58
840
Total




Current Assets - Debtors

127.50
Water Company

Fixed assets - Investments
007 : Central Bd of Finance
Shares/Covell



Fixed assets - Tangible assets
017 : Centre Flats Property

Total
6,656.31

127.50




Liabilities - Creditors: Amounts falling due in one year

-5,150.00
-3,975.00
Total
-3,050.00

-2,100.00
4,907.21
873,614.29
877,865.75
Net total assets
41,118.36
826,051.55
1,537.17
Represented by (these assets include the fixed assets and cash stated above but not the debtors, creditors and TDS deposit)

37,512.05
42,490.56

35,917.72
40,000.00


127.81

9,132.63
6,732.63

315
290

3,510.20
3,472.00


134.43

777,176.00
777,176.00

1,409.67
1,245.67


34.5


235.91
4,907.21
4,907.21
4,590.24
4,907.21
869,880.48
876,529.75
Endowment - Covell



Total
37,512.05
826,051.55
1,409.67
Restricted - Relief



Restricted - Secular



Designated - FlatsPrope

777,176.00

Restricted - Hardship


1,409.67
Designated - BldRsv

3,510.20

Designated - Flats



Designated - EmmChPl

9,132.63

Designated - Ythcmp

315

Designated - ChldFamWk

35,917.72

Designated - CommCafe



Unrestricted - General
37,512.05

4,907.21
869,880.48
876,529.75
Total
37,512.05
826,051.55
1,409.67

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Parochial Church Council Of St Luke's West Kilburn

Notes To The Accounts For The Year Ended 31 December 2020

Accounting Policies

The accounts have been prepared on a receipts and payments basis and comprise a statement that shows the charity's receipts and payments, a statement that summarises the charity's assets and liabilities and related notes. The accountancy profession have determined that only accounts prepared in accordance with applicable accounting standards present a 'true and fair' view and, as these receipts and payments accounts have not been prepared in accordance with accounting standards, these accounts do not present (and are not intended to present) a 'true and fair' view of the charity's financial activities and state of affairs.

Funds

General funds are unrestricted funds which are available for use at the discretion of the PCC in furtherance of the general objectives of the charity.

Designated funds comprise unrestricted funds that have been set aside by the PCC for particular purposes.

Restricted funds are donations which are to be used in accordance with specific restrictions imposed by donors; they include donations received from appeals for specific activities or projects.

Endowment funds are donations that are retained as capital in accordance with the donor's wishes. The nature of the restriction determines whether the endowments represent permanent endowments or expendable endowments.

Fixed Assets

Consecrated land and beneficed property is not included in the accounts in accordance with Section 10(2) (a) and (c) of the Charities Act 2011. Movable church furnishings held by the Vicar and Churchwardens on special trust for the PCC, and which require a faculty for disposal, are accounted as inalienable property unless consecrated. They are listed in the church’s inventory, which can be inspected (at any reasonable time). All expenditure incurred during the year on consecrated or beneficed buildings and movable church furnishings, whether maintenance or improvement, is written off as expenditure.

Investment Assets

Investments Fund Shares are valued at market value at 31 December.

The Centre Flats block has been included at the current insurance rebuilding cost valuation. There is no intention to sell this property, and the PCC has endorsed the recommendation that insurance valuation rather than current market value is appropriate.

Transactions with Related Parties

Disclosure note: the vicar of St Luke’s is also a trustee of the Nigerian Chaplaincy, which received a £1,000 Mission Giving donation from St Luke’s PCC in 2020.

Disclosure note: St Luke's trustee Emmie Walford is also a trustee of the Oxford Kilburn Youth Trust (which received a £2,008 Mission Giving donation from St Luke's PCC in 2020.

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Current Assets

Amounts owing to the PCC at 31 December in respect of fees, rents or other income are shown as debtors.

Short term deposits include cash held on deposit either with CCLA Investment Management (manager of the Central Board of Finance of the Church of England’s funds) or at HSBC.

Transfers between Funds

Transfers agreed by the PCC:

Revaluations

2020 2019 Gain/loss on revaluation of shares in Covell Memorial Fund (Endowment Fund) £317 £715 Balance of Covell Memorial Fund at 31 Dec 2020 £4,907 Gain on revaluation of property (Centre Flats Property Fund – Unrestricted £0 £19.696 Designated Fund) Balance of Centre Flats Property Fund at 31 Dec 2020 £777,176

Staff costs declaration

During 2020 the PCC employed a full-time Children & Families Worker until 30 June 2020, a parttime office assistant and a part-time cleaner. One of these posts has an annual salary of more than £25,000. No other members received any salary from the PCC.

Alastair Thom and Emmie Walford (who are clergy members of the PCC) receive a stipend from the Diocese; the cost of these stipends is not included in the staff costs however it should be noted that some of the Parish share is used to help pay the stipends. Mr Thom and Ms Walford were provided with accommodation (which is customary for clergy) and the PCC covers upkeep and repair costs of this accommodation. Mr Thom incurred expenses whilst serving as clergy of £275. The expenses payments were made with the legal authority of the PCC Powers Measure 1956.

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