## **Trustees' Annual Report for the period**
Period start date Period end date Day Month Year Day Month Year **From 01 01 2020 To 31 12 2020**
## **Section A Reference and administration details**
**Charity name** Parish Church of St Mary & St Chad, Brewood **Other names charity is known by Registered charity number (if any)** 1148963
**Charity's principal address**
(eg. Address of the church or church office)
Church House, 7 Church Road
Brewood Stafford **Postcode ST19 9BT**
**Names of the charity trustees – Members of the PCC - who manage the charity**
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17|**Trustee name**|**Office (if any)**|**Dates acted if not for whole year**|
|---|---|---|---|
||Rev Philip Moon|Vicar||
||Rev. Marilyn Coulter|Associate Priest||
||Joanna Monckton|Deanery Synod Rep.||
||Peter Bache|||
||Chris Bywater|||
||Kenneth Ebbrell|Church Warden||
||Michael John Evans|Deanery Synod Rep.||
||Shirley Joan Snow|||
||David Hunt|Treasury Team Leader||
||Robert Ian Hunter|||
||Anthea Rosemary Taylor|||
||Megan Pitwood|Electoral Roll Officer||
||Robert Frank Short|||
||Sylvia Rosemary Radford|Church Warden||
|||||
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|||||
|||||
|||||
**Name of Chairman of the PCC (Optional information)**
Rev. Philip Moon
**TAR**
December 2019
1
**Section B Structure, governance and management**
**Description of the charity’s trusts**
Type of governing document Parochial Church Council Powers Measure (1956) as amended, and Church (eg. trust deed, constitution) Representation Rules that came into effect on 2 January 1957.
How the charity is constituted Church Representation Rules 2 January 1957 (eg. trust, association, company)
Trustee selection methods
- Elected
- (eg. appointed by, elected by)
## **Public Benefit Statement (Mandatory information)**
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, **Summary of the main activities** by promoting the work of the Church of England in the Ecclesiastical Parish of **undertaken for the public benefit** Brewood it helps to promote the whole mission of the Church (pastoral, **in relation to these objects** evangelistic, social and ecumenical) more effectively, within the Ecclesiastical **(include within this section the** Parish, and that in doing so it provides a benefit to the public by: **statutory declaration that trustees** • Providing facilities for public worship, pastoral care and spiritual, moral and **have had regard to the guidance** intellectual development, both for its members and for anyone who wishes to **issued by the Charity Commission** benefit from what the Church offers; and **on public benefit)**
- 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.
## **Additional governance issues (Optional information)**
You **may choose** to include additional information, where relevant, about:
- policies and procedures adopted for the induction and training of trustees;
- the charity’s organisational structure and any wider network with which the charity works;
- relationship with any related parties;
- trustees’ consideration of major risks and the system and procedures to manage them; (Put your Risk Assessment Policy here)
PCC Members (Trustees) are appointed by election at the Annual Parochial Church Meeting (APCM) which is held each year, prior to the end of April. However this year it was delayed until 21st October due to the restrictions in place because of the Covid 19 pandemic. Members of the church Electoral Roll are entitled to be nominated, seconded and voted into office by those at the meeting, who must also be Electoral Roll members. PCC members are normally elected to serve for a three-year term and can then stand for office again for a further three years. They must then stand down for a year before re-joining.
- The Treasury team handles all matters of finance and donations, including giftaid claims on behalf of the churchwardens and PCC. The treasury teamr is elected annually to this role by vote taken at the first PCC meeting following the APCM.
The Fabric Sub-Committee consists of both churchwardens, members of the Treasury Team, and one or more designated PCC members
The Mission Sub-Committee is primarily part of the Staff Team which consists of the vicar, the assistant minister, the schools and children’s minister and the two licensed lay ministers, and (pre-Covid) meets monthly, partly to develop the Mission Action Plan (MAP) which describes and informs the growth, in numbers and spirituality, of the parish.
The Standing Committee consists of the Vicar, churchwardens, PCC Secretary and treasurer. It meets as needed to consider and act on urgent matters
**TAR**
December 2019
2
between PCC meetings.
We have a strong relationship with our neighbouring parish church of St John the Evangelist, Bishops Wood. We share our vicar and leadership team with them, and our churchwardens and finance team have close relations, acting in concert when required.
We also have a close liaison with the two other Brewood church fellowships, which are Brewood Methodist Church, and St Mary’s RC Church. A committee with representatives from all four churches meets several times each year, and organises joint events, often coinciding with major church festival dates.
We have a good relationship with a number of local schools. St Mary and St Chad First School and Brewood Middle School are both church schools and are located near to the church; both frequently bring children to church for whole-school services, and members of our church team visit both schools regularly to conduct assemblies, etc. St Dominic’s School, also in the village, is an independent school with similar close links to our church.
Risk management is actively and regularly reviewed by the Vicar and churchwardens. A Safeguarding Officer is appointed, and a Safeguarding Policy is in place. We have employed one of our parishioners who is a retired Health and Safety professional, to carry out H & S risk assessments of church premises, and his recommendations have been implemented or are being actively considered. Annual safety checks are carried out on the church and church hall gas systems, lightning conductor system, portable electrical appliances and security alarm system.
The church and church hall are fully insured via the standard polices of Ecclesiastical Insurance Company, and these policies include Public Liability cover and Employers Liability cover. We have held recent meeting with EIC staff and have taken advice from them to minimised insured risks.
## **Section C Objectives and activities**
**Summary of the objects of the charity set out in its governing document**
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 Brewood. 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 and scripture, music and sacrament
**Additional details of objectives and activities (Optional information)**
**TAR**
December 2019
3
The PCC does not have a policy on grant making or investments
You may choose to include further statements, where relevant, about:
- policy on grantmaking;
We have no salaried employees and most tasks, administrative and practical are carried out by volunteers who are members of the worshipping congregation. Tasks which are beyond the scope or abilities of our members are carried out by professionals on an invoiceable basis.
- policy programme related investment;
- contribution made by volunteers;
## **Section D Achievements and performance**
Every Sunday we hold three services: a said Holy Communion service at 8.30am using traditional BCP liturgy, a service of Evensong at 6pm which also uses the BCP, and a main service at 10am which is normally a Holy Communion service using modern liturgy, but which can also be a Family service or a ‘Morning Worship’ which does not include an act of Holy Communion.
The average Sunday attendance during 2020 prior to the March lockdown was 93 adults and 7 children. From the reopening for public worship in July to the end of the year (and excluding the November lockdown) the average Sunday attendance was 72 adults and 2 children. There were also 3 baptisms (2019:16), 6 weddings (16) and 10 funerals (10) held in the church during the year. A further 18 funeral services (10) were held at the crematorium.
We hold a service of Holy Communion on Wednesday mornings. Authorised volunteers take Holy Communion to the housebound on request. **Summary of the main achievements of the charity** We have a policy of offering infant and adult baptism which can be at one of **during the year** our main services or at a separate time to suit family wishes.
It is the church’s policy to offer wedding or marriage blessing services to those who request it, and wedding couples are expected to qualify through residence in the parish or through regular church attendance prior to the ceremony.
It is the policy of the church to offer funerals or services of remembrance or celebration of a life, when requested. Burial in the churchyard is only available to those who qualify by residence in the parish, or by recent residence in the parish where the reason for leaving the parish was to move to a care home. Faculties for reservation of burial plots are not allowed. Our staff team also officiate at services in local crematoria or other local churches when requested. Pastoral help will be offered to all bereaved families as needed.
We organise regular ecumenical monthly lunches for those who enjoy this fellowship, and this is a successful and expanding activity. We also run a Lent Study Course each year which has taken a variety of forms in past years. Both activities are organised under the ‘umbrella’ of the 4-church ecumenical group
**TAR**
December 2019
4
mentioned in section B.
Also mentioned in section B is the work that takes place with three of the village’s four schools (the exception is St Mary’s RC School which mainly liaises with their own adjacent church). We are actively seeking to build closer links with our schools.
Brewood has an active branch of the Royal British Legion, and a Remembrance Parade and Service is held every year in November, with close Legion support.
Our local Parish Council holds a Civic Service annually, located in one or other of our local churches on a rotating basis, and our church plays an active part.
We work closely with our local Scouts and associated uniformed young peoples’ organisations. In recent years we have held joint events with them, including garden parties and church services
A monthly ‘Church Sunday Lunch’ takes place regularly in one of the local restaurants, and this is a well-supported activity for those who would otherwise eat alone.
## **Section D Achievements and performance (contd.)**
During the year we have been working actively to further our objectives. These will fall into the three new categories being promoted by the Diocese, which are as follows:
**Summary of the main objectives of the charity planned in the following year**
1 Discipleship
2 Vocation
3 Evangelism
## **Section E Financial review**
**Brief statement of the charity’s policy on reserves**
In the past 4 years we have received a number of generous legacies, for undesignated general use. It is our policy to retain these amount for general reserves. The value of this fund at year end is £56k
Our policy regarding Fabric Fund is to always retain a £50k amount which is easily realisable in case of urgent building needs. The total held in our two Fabric Funds presently totals £53k
**Details of any funds materially in deficit**
none
**TAR**
December 2019
5
## **Further financial review details (Optional information)**
|You**may choose**to include
additional information, where
relevant about:
the charity’s principal sources
of funds (including any
fundraising);
how expenditure has
supported the key objectives of
the charity;
investment policy and
objectives including any ethical
investment policy adopted.|
The church’s ordinary income in 2020 was approx. £71k. This has
reduced by 30% from the previous year due to the pandemic, £46k of
this was from voluntary giving by church members (£43k was from
regular giving). £9.5k was from Gift Aid reclaimed from HMRC. £1k was
from fundraising activities, and £10k from wedding and funeral
statutory fees
Our largest item of expenditure was £51k paid directly to Lichfield
Diocese to provide us with a priest and a house for him to live in. The
remainder of our expenditure pays for the costs of maintaining our
building, heating, lighting, insurance and phone costs
Our bankers are the Cooperative Bank and they have an ethical investment
policy which we support. Our investment policy presently is to maintain any
funds up to £50k on an ‘instant access’ basis, and to invest any balance in a way
which achieves the best return with total absence of risk to our investments.
We also have an instant access account with Lloyds Bank; we share our cash
balance between the two banks in order to safeguard our funds under the
government’s banking compensation scheme (since our funds would total more
than the £85k limit of the scheme)|
|---|---|
## **Section F Other optional information**
**Acknowledge any large Grants or donation in this Section. Acknowledging a large Grant in your TAR may be a condition of acceptance**
## **Section G Declaration**
**The trustees declare that they have approved the trustees’ report above.**
**Signed on behalf of the charity’s trustees**
**Signature(s) Full name(s)** Geraldine Shenton **Position** Secretary (e.g. Secretary, Chair, etc) **Date** 26th May 2021 (e.g. Date of the APCM)
**TAR**
December 2019
6
## **St Mary and St Chad Church, Brewood**
## **Statement of Financial Activities**
## **For the period from 01 January 2020 to 31 December 2020**
||**Unrestricted**|**Restricted**|**Endowment**|**Total**|**Prior year**|
|---|---|---|---|---|---|
||**funds**|**funds**|**funds**|**funds**|**total funds**|
|**Receipts**||||||
|Planned giving|43,207.00|50.00|-|43,257.00|48,734.20|
|Collections and other giving|2,390.26|-|-|2,390.26|7,544.05|
|Other voluntary receipts|4,103.98|215.00|-|4,318.98|14,529.83|
|Gift Aid recovered|9,496.09|-|-|9,496.09|12,980.03|
|Other receipts|300.60|584.57|-|885.17|5,252.95|
|Receipts from church activities|10,137.00|-|-|10,137.00|10,722.00|
|**Total income**|**69,634.93**|**849.57**|**-**|**70,484.50**|**99,763.06**|
|**Payments**||||||
|Missionary and Charitable Giving|-|-|-|-|647.75|
|Parish Share|51,043.00|-|-|51,043.00|56,912.00|
|Clergy and Staffing costs|9,415.30|(809.41)|-|8,605.89|5,905.64|
|Church Running Expenses|12,878.50|2,479.95|-|15,358.45|19,941.70|
|Hall Running Costs|1,656.44|-|-|1,656.44|1,000.39|
|Church Repairs & Maintenance|2,723.69|-|-|2,723.69|4,800.21|
|Hall Repairs & Maintenance|-|-|-|-|-|
|New Buildingwork|-|-|-|-|-|
|**Total expenditure**|**77,716.93**|**1,670.54**|**-**|**79,387.47**|**89,207.69**|
|**Net income / (expenditure) resources before transfer**|**(8,082.00)**|**(820.97)**|**-**|**(8,902.97)**|**10,555.37**|
|**Transfers:**||||||
|Gross transfers between funds - in|955.10|1,898.68|-|2,853.78|1,255.64|
|Gross transfers between funds - out|(2,623.52)|(230.26)|-|(2,853.78)|(1,255.64)|
|**Other recognised gains / losses**||||||
|Gains/losses on investment assets|-|-|-|-|-|
|Gains on revaluation,fixed assets,charity's own use|-|-|-|-|-|
|**Net movement in funds**|**(9,750.42)**|**847.45**|**-**|**(8,902.97)**|**10,555.37**|
|**Reconciliation of funds**||||||
|**Total funds brought forward**|**131,741.49**|**5,624.18**|**13,358.56**|**150,724.23**|**140,168.86**|
|**Total funds carried forward**|**121,991.07**|**6,471.63**|**13,358.56**|**141,821.26**|**150,724.23**|
|**Represented by**||||||
|Unrestricted||||||
|General fund|21,997.10|-|-|21,997.10|26,054.84|
|Designated||||||
|Bell Maintenance Fund|-|-|-|-|-|
|Church House Refurbishment Donations|-|-|-|-|115.43|
|Disaster Fund|108.00|-|-|108.00|108.00|
|Fabric Fund (General)|41,643.90|-|-|41,643.90|42,304.94|
|Legacy Fund|55,899.14|-|-|55,899.14|58,501.80|
|Organ Fund|3,766.48|-|-|3,766.48|4,606.48|
|Projects|-|-|-|-|-|
|Vicar & Treasurer's Discretionary Fund|-|-|-|-|-|
|Youth|(1,423.55)|-|-|(1,423.55)|50.00|
|Restricted||||||
|Agency collection|-|-|-|-|-|
|Churchyard & Curtilage|-|-|-|-|-|
|Churchyard Fund|-|494.41|-|494.41|2,638.83|
|Friends of St Mary & St Chad|-|3,118.13|-|3,118.13|2,853.13|
|Giffard Tombs Fund|-|2,004.00|-|2,004.00|2,004.00|
|Sequestration Account|-|-|-|-|-|
|Vision Fund - Loan|-|-|-|-|-|
|Wakefield Trust Interest|-|855.09|-|855.09|(1,871.78)|
|Whitehouse - Trust 1913|-|-|-|-|-|
|Endowment||||||
|Fabric Fund (Endowed)|-|-|11,587.49|11,587.49|11,587.49|
(8 January 2021 11:28 am) Page 1 of 2
||**Unrestricted**|**Restricted**|**Endowment**|**Total**|**Prior year**|
|---|---|---|---|---|---|
||**funds**|**funds**|**funds**|**funds**|**total funds**|
|Holford Bequest|-|-|1,771.07|1,771.07|1,771.07|
|Wakefield Trust - Trust 1737|-|-|-|-|-|
(8 January 2021 11:28 am) Page 2 of 2
## **St Mary and St Chad Church, Brewood**
## **Statement of Financial Activities**
## **For the period from 01 January 2020 to 31 December 2020**
||**Unrestricted**|**Restricted**|**Endowment**|**Total**|**Prior year**|
|---|---|---|---|---|---|
||**funds**|**funds**|**funds**|**funds**|**total funds**|
|**Receipts**||||||
|Planned giving|43,207.00|50.00|-|43,257.00|48,734.20|
|Collections and other giving|2,390.26|-|-|2,390.26|7,544.05|
|Other voluntary receipts|4,103.98|215.00|-|4,318.98|14,529.83|
|Gift Aid recovered|9,496.09|-|-|9,496.09|12,980.03|
|Other receipts|300.60|584.57|-|885.17|5,252.95|
|Receipts from church activities|10,137.00|-|-|10,137.00|10,722.00|
|**Total income**|**69,634.93**|**849.57**|**-**|**70,484.50**|**99,763.06**|
|**Payments**||||||
|Missionary and Charitable Giving|-|-|-|-|647.75|
|Parish Share|51,043.00|-|-|51,043.00|56,912.00|
|Clergy and Staffing costs|9,415.30|(809.41)|-|8,605.89|5,905.64|
|Church Running Expenses|12,878.50|2,479.95|-|15,358.45|19,941.70|
|Hall Running Costs|1,656.44|-|-|1,656.44|1,000.39|
|Church Repairs & Maintenance|2,723.69|-|-|2,723.69|4,800.21|
|Hall Repairs & Maintenance|-|-|-|-|-|
|New Buildingwork|-|-|-|-|-|
|**Total expenditure**|**77,716.93**|**1,670.54**|**-**|**79,387.47**|**89,207.69**|
|**Net income / (expenditure) resources before transfer**|**(8,082.00)**|**(820.97)**|**-**|**(8,902.97)**|**10,555.37**|
|**Transfers:**||||||
|Gross transfers between funds - in|955.10|1,898.68|-|2,853.78|1,255.64|
|Gross transfers between funds - out|(2,623.52)|(230.26)|-|(2,853.78)|(1,255.64)|
|**Other recognised gains / losses**||||||
|Gains/losses on investment assets|-|-|-|-|-|
|Gains on revaluation,fixed assets,charity's own use|-|-|-|-|-|
|**Net movement in funds**|**(9,750.42)**|**847.45**|**-**|**(8,902.97)**|**10,555.37**|
|**Reconciliation of funds**||||||
|**Total funds brought forward**|**131,741.49**|**5,624.18**|**13,358.56**|**150,724.23**|**140,168.86**|
|**Total funds carried forward**|**121,991.07**|**6,471.63**|**13,358.56**|**141,821.26**|**150,724.23**|
|**Represented by**||||||
|Unrestricted||||||
|General fund|21,997.10|-|-|21,997.10|26,054.84|
|Designated||||||
|Bell Maintenance Fund|-|-|-|-|-|
|Church House Refurbishment Donations|-|-|-|-|115.43|
|Disaster Fund|108.00|-|-|108.00|108.00|
|Fabric Fund (General)|41,643.90|-|-|41,643.90|42,304.94|
|Legacy Fund|55,899.14|-|-|55,899.14|58,501.80|
|Organ Fund|3,766.48|-|-|3,766.48|4,606.48|
|Projects|-|-|-|-|-|
|Vicar & Treasurer's Discretionary Fund|-|-|-|-|-|
|Youth|(1,423.55)|-|-|(1,423.55)|50.00|
|Restricted||||||
|Agency collection|-|-|-|-|-|
|Churchyard & Curtilage|-|-|-|-|-|
|Churchyard Fund|-|494.41|-|494.41|2,638.83|
|Friends of St Mary & St Chad|-|3,118.13|-|3,118.13|2,853.13|
|Giffard Tombs Fund|-|2,004.00|-|2,004.00|2,004.00|
|Sequestration Account|-|-|-|-|-|
|Vision Fund - Loan|-|-|-|-|-|
|Wakefield Trust Interest|-|855.09|-|855.09|(1,871.78)|
|Whitehouse - Trust 1913|-|-|-|-|-|
|Endowment||||||
|Fabric Fund (Endowed)|-|-|11,587.49|11,587.49|11,587.49|
(8 January 2021 11:28 am) Page 1 of 2
||**Unrestricted**|**Restricted**|**Endowment**|**Total**|**Prior year**|
|---|---|---|---|---|---|
||**funds**|**funds**|**funds**|**funds**|**total funds**|
|Holford Bequest|-|-|1,771.07|1,771.07|1,771.07|
|Wakefield Trust - Trust 1737|-|-|-|-|-|
(8 January 2021 11:28 am) Page 2 of 2