Parochial Church Council of the Ecclesiastical Parish of St Bartholomew, Edgbaston (Edgbaston Old Church)
Church Road, Edgbaston, Birmingham, B15 3TA
Annual Report and Financial Statements for the year ended 31 December 2020
A charity registered in England and Wales no. 1149853
2020 Annual Report and Financial Statements for the Parochial Church Council of St Bartholomew (Edgbaston Old Church)
Aim and purposes
The Parochial Church Council (PCC) of St Bartholomew’s, Edgbaston (the Old Church) has the responsibility of cooperating with the incumbent, the Reverend Doctor Nicholas Tucker, in promoting within the ecclesiastical parish, the whole mission of the Church, pastoral, evangelical, social and ecumenical.
Objectives and Activities
The PCC is committed to enabling as many people as possible to worship at our church and become part of the community at St Bartholomew. The PCC maintains an overview of worship throughout the parish and makes suggestions on how 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.
When planning our activities for the year, we have considered the Charity Commission’s guidance on public benefit and, in particular, the supplementary guidance on charities for the advancement of religion. In particular, we try to enable ordinary people to live out their faith as part of our parish community as expressed in our Plan for Growth , by looking for:
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Growth in Spiritual Commitment to God;
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Growth in numbers attending services and events; and
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Growth in service to our local community.
To facilitate this work, it is important that we maintain the fabric of the church of St Bartholomew’s the adjacent St Monica’s room and the nearby Walker Hall.
Achievements and Performance
1. Growth in Spiritual Commitment
During 2020 the church, along with many others in the world, faced unprecedented disruption. For a large part of the year we were unable to meet in person, and for the rest our meetings have been severely restricted by the need for social distance and the ongoing prohibition on congregational singing and household mingling. Throughout this period, however, the church has continued to offer a range of services during the week online, and where possible blended with in person meetings. In addition to the replication, where possible, of our existing pattern, we instituted a daily lunchtime prayer meeting during the first lockdown. Following our initial return
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to some in person meetings, lunchtime prayers continued on Tuesday and Thursday lunchtimes. In September, we also began a new pattern of services, as we returned to the building, beginning a family friendly service at 9.30 and moving our 10.30 service to 11.00. This has already seen a growth in engagement for families with young children.
All are welcome to attend our regular services. Our “Worshipping Community” at 31st December 2020 was 118 adults and 24 children (2019: 108 adults and 23 children). 15 (2019: 18) names were added during the year and 5 (2019: [9]) were removed either through death or because they moved away from the parish. The average Sunday attendance during October 2020 was 16 children and 59 adults with an average of 22 screens watching the livestream as it went out. Each screen on YouTube represents at least one person and we consider it reasonable to suggest that the average number of watchers per screen is 1.5. That would mean our average “attendance” overall was 16 children and 92 adults.
A number of people have benefitted from attending the Home Groups, which have met via Zoom. These groups have studied the Bible together, continuing through the year with Paul’s letter to the Romans. We began an Alpha Course at the start of the year, which was well attended, but which we had to end prematurely on the introduction of lockdown restrictions.
2. Growth in Numbers attending services and events
We have continued with a number of initiatives to help us to connect more with the community and to bring the good news of Jesus to it.
Our outreach to younger members of our community has been helped by the hard work of the Sunday School team who worked tirelessly to adapt to the needs of online meetings and then helped to found the 9.30 service under the oversight of our Curate, Charlie Butler.
Many of our normal initiatives to reach out to new people have been curtailed by the pandemic, but we were able to distribute invitations ahead of Christmas, and welcome a good number to carol services by repeating the service on a Saturday and Sunday evening.
One advantage of online meeting has been that a number of people have been able to connect with our services for the first time, and others have been able to stay engaged even when they have had to move away (including one person who had to return to live in Australia and continued to worship with us through the first lockdown).
3. Pastoral Care
As a church we seek to offer pastoral care to all those that need it. This has been more challenging during repeated lockdowns, but, along with clergy efforts to keep in regular contact with the congregation, members of the church family have worked hard to look out for each other during these difficult days.
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We have continued to minister to people around funerals and marriages and to seek to support those whose plans have been disrupted by the pandemic.
4. Service to Our Local Community
As well as our regular services, we enable our community to celebrate and thank God at the milestones of the journey through life. Through baptism we thank God for the gift of life, in marriage public vows are exchanged with God’s blessing and through funeral and memorial services friends and family express their grief and give thanks for the life which is now complete in this world and to commend the person into God’s keeping. The table below shows the numbers of baptisms, weddings and funerals conducted.
| numbers of baptisms, weddings and funerals conducted. | ||||
|---|---|---|---|---|
| 2020 | 2019 | |||
| Baptisms | 0 | 3 | ||
| Weddings | 5 | 10 | ||
| Funerals (inc. those at crematoria) | 11 | 10 |
We have had the opportunity to engage in a new partnership with St Germain’s church in North Edgbaston in supporting their foodbank and their newly developed support services for their parish, which has suffered particularly during this crisis. We have continued to develop our partnership with the Anglican Diocese of Bolivia, which is twinned with Birmingham.
Our clergy have been encouraged to partner with fellow Christians to promote the mission of the church. Through the giving of their time, the PCC has partnered with a range of local and national organisations, including the delivery of online services, supporting the training of church workers across the Midlands, speaking at a range of student arranged events and acting as trustees and directors for several christian charitable organisations.
Along with the corporate activities in which the church is engaged, we also see service as a natural outflow of our Discipleship. Many members of our congregations engage in service to the community in their professional lives and through volunteering. Congregants are involved in activities as diverse as local government, school governorships, medical charities, and even voluntary litter picking.
Deanery Synod
As with previous years, Deanery and Diocesan Synod members are ex-officio members of the PCC. This provides the PCC with an important link between the parish and the wider structures of the church. Our Vicar is also the chair of the Synod in his role as Area Dean however this will
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cease to be the case once the merger of Warley and Edgbaston Deaneries is completed and a Full Time Dean appointed in early 2021. The Deanery Synod did not meet during 2020.
The Use of the Church and its Fabric
The church is normally open every day of the week until dusk for both our regular services and private prayer. For much of the year this has not been possible, although we have opened when possible to allow for private prayer. The PCC also tendered for additional work in relation to the quinquennial report and has agreed on a plan of action, assigning funds as required. Our buildings and their surroundings continue to be one of our greatest assets in connecting with our community.
St Monica’s
St Monica’s is adjacent to the church. It has a medium sized room and a kitchen. When possible, it serves as the venue for our weekly Sunday School each week and church community lunches. St Monica’s also hosted the Alpha Course at the beginning of 2020.
The Walker Hall
The Hall offers a community space with a number of varying sized rooms and a large car park situated a short walk from the church. It has had to suspend its regular bookings for much of the year, but has operated in a Covid safe manner where possible.
Ecumenical Relationships
The church is a member of the Edgborne Group within the Deanery. This offers the opportunity to meet with members of other local parish churches for shared worship and for social events and provides a network of collegial relationships for local clergy. We are also part of ‘Ladywood and Edgbaston Churches Together’ a grouping of churches across denominations in the local area.
There are a number of other, less formal, associations within which the Church is represented. The Revd Dr Tucker and Guy Hordern are part of a group of Church leaders in Birmingham which meets monthly for prayer at Birmingham City Church, an Elim Pentecostal church in the heart of the city and both Vicar and Curate have been invited to give talks on behalf of the University’s ecumenical Christian Union and Dr Tucker is part of its council of reference.
Financial Review
2020 saw many challenges to life within the church community. In many ways our financial performance reflects those challenges, and yet in others it shows the resilience and steadfast character also reflected in the year.
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Total Income grew 0.8% to 205.0k (2019: £203.2k), a remarkable result given the trying circumstances of 2020.
Parish Giving Scheme contributions grew 27.4% and now stands at £45.6k (2019: £35.8k). During 2020 the number of giving units supporting the church via Parish Giving grew from 31 to 33. The regular monthly payments made via direct debit proved an effective and resilient way for congregation members to support the church, even when they were unable to meet in person.
One-off Giving grew 65% to £75.0k (2019: £45.5k) following £14k of legacies and several larger donations received towards the end of 2020. The church raised a total of £24.6k (2019: n/a) towards its COVID appeal.
Income from the hire of venues fell by 58.8% to £17.2k (2019: £41.8k), driven by the lockdowns imposed by the government in response to COVID-19.
Total Expenditure fell 3.5% following concerted efforts from April onwards to minimise cash spending. Of particular note were savings made by deferral of some maintenance work and reduced utilities, cleaning and musician costs.
In total there was a net cash surplus of £5.9k (2019: £(5.8)k). Net Assets are up 3.1% to £638.5k driven by unrealised gains on our investments and our modest surplus.
Given the unforeseen challenges in 2020 and the continued investment made across ministry activities the PCC considers these results to be very encouraging..
Reserves Policy
It is PCCs policy to maintain a balance on unrestricted funds equal to six months unrestricted fund payments, equivalent to £33.3k (2019: £41.5k). This policy is in place to mitigate liquidity risks arising through fluctuations in cash flow and to enable the PCC to respond to unplanned events. As at 31 December 2020 the PCC held £149.3k (2019: £67.0k) of cash across unrestricted general and designated funds.
Risk Management
The PCC wishes to record that it acknowledges its responsibilities in this area. Discussion about risk is built into agenda items at PCC meetings.
Lay ministry at St Bartholomews
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We would like to thank the many members of the laity who work so hard to make our church lively and welcoming; without the generous gift of their time and talents the church could not function. It is invidious to name names as there are so many that it would be too easy to miss people.
Structure, governance and management
The method of appointment of PCC members is set out in the Church Representation Rules. At St Bartholomew the membership of the PCC consists of the incumbent (our vicar), churchwardens, Deanery and Diocesan Representatives and members elected by those members of the congregation who are on the electoral roll of the church. All those who attend our services / members of the congregation are encouraged to register on the Electoral Roll and are eligible to stand for election to the PCC.
The PCC members are responsible for making decisions on all matters of general concern and importance to the parish including on how the funds of the PCC are to be spent.
The full PCC met 5 times in 2019 (2019: 7) with an average attendance level of 81% (2019: 90%). The sub-committees of the PCC are as follows:
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Standing Committee chaired by Dr Joe Jordan which meets as necessary between meetings of the PCC
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Transforming Church and Stewardship Committee (TCSC), chaired by Dr Joe Jordan, has considered and explored in detail how St Bartholomew (Old Church) is progressing towards the aims set by the PCC. The committee has overseen the implementation of our Leading Your Church into Growth Plan for Growth and taken responsibility for organizing the Alpha Course
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Finance Committee Chaired by the treasurer, the finance committee manages our accounts and is introducing a budgeting process to enable the delegation of regular spending to respective committees.
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Buildings and Maintenance Committee Chaired by Mr Guy Hordern, this committee is responsible for the routine maintenance of the Church and its surroundings, the oversight of necessary repairs, and planning any future improvements to our buildings.
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Governance Committee Chaired by Dr Judith George (until . The Governance Committee oversees the PCC’s compliance with Charities regulation and seeks to ensure accountability and best practice at all levels of church life.
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Social Committee – The committee, chaired by Mrs Gillie MacMillan,supports the pastoral life of the church by providing, amongst many activities, community lunches, the Summer Charity and Harvest Lunch, refreshments for Back to Church Sunday and cake sales to support the Edgbastonian and our Sunday School.
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Events and Fundraising Committee Chaired by Dr Joe Jordan, organises one off events with a particular fundraising concern. The committee organised a number of well-received events this year.
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- Walker Hall Committee chaired by Revd Dr Nicholas Tucker. The committee manages all aspects of the hall and provides a valuable source of income for the PCC.
9. Communications Committee chaired by Revd Charlie Butler. The committee develops, manages and executes the PCC’s internal and external communication strategies.
The PCC maintains restricted funds to enable donors to indicate how they wish their donations to be used. Of particular note are:
1) Church Growth
Monies given to this fund are restricted towards the growth and sustaining of Anglican ministry within the Parish. This includes, but is not restricted to, supporting lay and ordained ministers, funding outreach activities (e.g. the Alpha course and similar events), acquiring / provision of materials for services (e.g. Sunday School materials, music, communion materials) and acts of corporate giving to support those Christians less fortunate than us.
2) Buildings & Upkeep
Donations received into this fund are restricted to the maintenance of the external and internal fabric of the church building, plant and machinery (e.g. the boiler and Organ) and on-going maintenance of the church grounds. It would not be permissible to use these funds for expenses such as common fund payments and direct service costs (e.g. candles and communion wafers and wine).
If no expression is made by a donor then donations are treated as unrestricted.
Administrative Information
St Bartholomew (Edgbaston Old Church) is situated at Church Road, Edgbaston, Birmingham B15 3TA. It is part of the Diocese of Birmingham within the Church of England. The correspondence address is Edgbaston Vicarage, 1b Arthur Road, Birmingham B15 2UW. The PCC is a body corporate (PCC Powers Measure 1956, Church Representation Rules 2020) and is a charity registered with the Charity Commissioners for England and Wales no. 1149853.
The PCC is comprised of the following members:
| Ex Officio members: | |
|---|---|
| Reverend Dr N. Tucker | Vicar, Chairman |
| Reverend C. Butler | Curate & PCC member from 2019 |
| Mr W G Hordern MBE | Churchwarden from 2015 |
| Diocesan and Deanery Synod representative for 2019/20 | |
| Dr J Jordan | Vice Chair |
| Churchwarden from 2015 |
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Dr J Ashton Mr D J Mayland
Diocesan and Deanery Synod representative for 2019/20 Deanery Synod representative for 2019/20 Deanery Synod representative for 2019/20 & Treasurer
Elected members who hold office at the date of this report:
| Miss A Beasley | 2019 |
|---|---|
| Mrs I Cuffin-Munday | 2017 |
| Mr B Cuffin-Munday | 2019 |
| Dr J George | 2017 |
| Mrs I Heaton | 2018 |
| Mr E Irwin | 2018 |
| Mrs G Macmillan | 2018 |
| Mrs J Metcalfe | 2018 |
| Mr G Mitchell | 2018 |
| Mr C Stotts | 2019 (Safeguarding coordinator) |
| Mr P Taylor | 2019 |
| Mrs M Turner | 2017 |
Members who ceased to hold office between January 2019 and the date of this report:
None
Secretary to the PCC
Mrs J Mayland September 2018 - October 2020 Mrs J Huggins November 2020 - present
Gift Aid
Mrs. Linda Caswell is registered with HMRC as the “Fit and Proper Person” to claim Gift Aid refunds on behalf of the church.
Vulnerable Adults and Children
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Reverend Doctor Nicholas Tucker Adult Safeguarding Officer
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Mr Chris Stotts Child Safeguarding Officer
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The PCC reviewed its safeguarding arrangements and agreed a Safeguarding Action Plan in November 2020. Safeguarding is a standing item on every PCC agenda. All this leads them to believe that they have fulfilled their duty under section 5 of the Safeguarding and Clergy Discipline Measure 2016 (duty to have due regard to House of Bishops' guidance on safeguarding children and vulnerable adults). Our Sunday School leaders have been DBS checked and we are in the process of similarly checking all PCC members.
Approved by the PCC on 15th March 2020 and signed on their behalf by the Reverend Dr. N. Tucker (PCC Chairman) and Mr J. Jordan (PCC Vice Chair).
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Rev. Dr. N. Tucker
Date: 15 March 2021
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Dr J. Jordan
Date: 15 March 2021
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Independent Examiner’s unqualified report to the members of the P.C.C. of St Bartholomew (The Old Church) registered charity number 1149853 on the Accounts for the year ended 31[st] December 2019 set out on pages 11 to 15 of this document.
Respective responsibilities of the P.C.C. and the examiner.
The P.C.C. members acting as the charity’s trustees are responsible for the preparation of the accounts. The charity’s trustees consider that an audit is not required for the year under section 144 of the Charities Act 2011(the Charities Act) and that an independent examination is needed. It is my responsibility to:
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examine the accounts under section 145 of the Charities Act
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to follow the procedures laid down in the general Directions given by the Charity
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Commission (under section 145(5)(b) of the Charities Act, and
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to state whether particular matters have come to my attention.
Basis of the Independent Examiner’s statement.
My examination was carried out in accordance with the general Directions given by the Charity Commission and the guidance published in PCC Accountability (The Charities Act 2011 and the P.C.C.), 5[th] edition). An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with these records. It also includes consideration of any unusual items or disclosures in the accounts and seeking explanations from the trustees concerning such matters. The procedures undertaken do not provide all the evidence that would be required for an audit, and consequently no opinion is given as to whether the accounts present a ‘true and fair’ view and the report is limited to those matters set out in the statement below.
Independent examiner’s statement.
In connection with my examination, no material matter has come to my attention (other than disclosed below) which gives me cause to believe that in, any material respect:
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accounting records were not kept in accordance with section 130 of the Charities Act, or
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● the accounts do not accord to the accounting records.
I have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts is reached.
…………………………..
Fr. Alan Clements March 2020 16
15 Carleton Road, Great Knowley, Chorley, PR6 8TQ
Fellow Association of Charity Independent Examiners.
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| Receipts and Payments Account (£000s) | |||||||
|---|---|---|---|---|---|---|---|
| Note | Unrestricted Funds |
Designated Funds |
Restricted Funds |
Endowement Funds |
Total Funds | Total Funds | |
| RECEIPTS | |||||||
| Planned giving | 1 | 32.0 | - | 24.6 | - | 56.6 | 55.0 |
| Collections and other giving | 2 | 3.2 | 0.1 | 0.3 | - | 3.6 | 4.9 |
| Other voluntary receipts | 3 | 12.1 | 2.3 | 60.6 | - | 75.0 | 45.5 |
| Gift Aid recovered | 11.5 | - | 14.3 | - | 25.8 | 19.8 | |
| Activities for generating funds | 4 | 2.3 | 18.9 | - | - | 21.2 | 50.4 |
| Investment Income | 5 | 10.3 | 8.8 | - | 0.1 | 19.2 | 22.4 |
| Receipts from church activities | 6 | 3.6 | - | - | - | 3.6 | 5.2 |
| Total income | 75.0 | 30.1 | 99.8 | 0.1 | 205.0 | 203.2 | |
| PAYMENTS | |||||||
| Cost of generating funds | 7 | 0.6 | 1.9 | - | - | 2.5 | 5.7 |
| Parish Share | 58.4 | - | - | - | 58.4 | 58.1 | |
| Clergy and Staffing costs | 8 | 1.2 | - | 55.3 | 0.1 | 56.6 | 40.9 |
| Church Running Expenses | 9 | 6.0 | - | 17.9 | - | 23.9 | 32.4 |
| Hall Running Costs | 10 | - | 15.9 | - | - | 15.9 | 21.3 |
| Church Repairs & Maintenance | 11 | - | 0.9 | 37.0 | - | 37.9 | 45.5 |
| Hall Repairs & Maintenance | 12 | - | 2.1 | - | - | 2.1 | 4.9 |
| Missionary Giving | 0.2 | - | 1.4 | - | 1.6 | 0.0 | |
| Governance Costs | 13 | 0.2 | - | - | - | 0.2 | 0.2 |
| Total expenditure | 66.6 | 20.8 | 111.6 | 0.1 | 199.1 | 209.0 | |
| Net income or (expenditure) resources before transfer |
8.4 | 9.3 | (11.8) | - | 5.9 | (5.8) | |
| TRANSFERS | |||||||
| Gross transfers between funds - in | - | - | 16.9 | - | 16.9 | 73.8 | |
| Gross transfers between funds - out | (8.4) | (8.5) | - | - | (16.9) | (73.8) | |
| Net movement in funds | (0.0) | 0.8 | 5.1 | - | 5.9 | (5.8) | |
| Total funds brought forward | 292.6 | 304.6 | 5.4 | 16.5 | 619.1 | 589.6 | |
| Unrealised gains or losses on investment assets | (8.2) | 20.7 | - | 1.0 | 13.5 | 35.3 | |
| Net movement in funds | - | 0.7 | 5.2 | - | 5.9 | (5.8) | |
| Total funds carried forward | 284.4 | 326.0 | 10.6 | 17.5 | 638.5 | 619.1 | |
| Represented by: | |||||||
| Unrestricted | |||||||
| General Fund | 284.4 | - | - | - | 284.4 | 292.6 | |
| Designated | |||||||
| St James | - | 291.9 | - | - | 291.9 | 271.2 | |
| Bell | - | (0.0) | - | - | (0.0) | 0.5 | |
| Walker Hall | - | 29.5 | - | - | 29.5 | 30.8 | |
| Edgbastonian | - | 4.6 | - | - | 4.6 | 2.1 | |
| Restricted | |||||||
| Church Growth | - | - | 2.8 | - | 2.8 | 2.8 | |
| Buildings & Upkeep | - | - | - | - | - | - | |
| Curate | - | - | 7.8 | - | 7.8 | 2.6 | |
| Hawkes - Vicar | - | - | - | 14.0 | 14.0 | 13.1 | |
| Hawkes - Curate | - | - | - | 3.5 | 3.5 | 3.4 | |
| Total funds available | 284.4 | 326.0 | 10.6 | 17.5 | 638.5 | 619.1 |
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Statement of Assets and Liabilities (£000s)
| Total | Total | |||||
|---|---|---|---|---|---|---|
| 31 December | 31 December | |||||
| General | Designated | Restricted | Endowment | 2020 | 2019 | |
| Fixed Assets | ||||||
| Investments | 172.0 | 289.2 | 0.0 | 16.9 | 478.1 | 544.0 |
| Current Assets | ||||||
| Cash at bank and in hand | 112.5 | 36.8 | 10.6 | 0.5 | 160.4 | 75.1 |
| 112.5 | 36.8 | 10.6 | 0.5 | 160.4 | 75.1 | |
| Liabilities | ||||||
| Creditors: amounts falling due in | - | - | - | - | 0.0 | - |
| one year | ||||||
| Net current assets | 284.5 | 326.0 | 10.6 | 17.4 | 160.4 | 75.1 |
| Assets less current liabilities | 284.5 | 326.0 | 10.6 | 17.4 | 638.5 | 619.1 |
| Net assets | 284.5 | 326.0 | 10.6 | 17.4 | 638.5 | 619.1 |
The PCC also enjoys the use of the Walker Hall, Ampton Road, Edgbaston, Birmingham, B15 2UJ. A 99 year lease on the property was gifted to the church in 1952. The hall is valued for insurance purposes at £1,015k.
Fund movememt by type (£000s)
| Opening | Incoming Cash | Outgoing Cash | Net Cash | Transfers | Unrealised | Closing | |
|---|---|---|---|---|---|---|---|
| Movement | Gains/(Losses) | ||||||
| Unrestricted | |||||||
| General Fund | 292.6 | 75.0 | (66.6) | 8.4 | (8.4) | (8.2) | 284.4 |
| Designated | |||||||
| St James | 271.2 | 8.8 | 0.0 | 8.8 | (8.8) | 20.7 | 291.9 |
| Bell | 0.5 | 0.1 | (0.8) | (0.8) | 0.3 | 0.0 | (0.0) |
| Walker Hall | 30.8 | 16.8 | (18.1) | (1.3) | 0.0 | 0.0 | 29.5 |
| Edgbastonian | 2.1 | 4.4 | (1.9) | 2.5 | 0.0 | 0.0 | 4.6 |
| Restricted | |||||||
| Church Growth | 2.8 | 27.2 | (4.6) | 22.7 | (22.7) | 0.0 | 2.8 |
| Curate | 2.6 | 25.0 | (55.3) | (30.3) | 35.5 | 0.0 | 7.8 |
| Building & Upkeep | 0.0 | 47.6 | (51.7) | (4.1) | 4.1 | 0.0 | 0.0 |
| Hawkes - Vicar | 13.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.9 | 14.0 |
| Hawkes - Curate | 3.4 | 0.1 | (0.1) | 0.0 | 0.0 | 0.1 | 3.5 |
| Funds of the church | 619.1 | 205.0 | (199.1) | 5.9 | (0.0) | 13.5 | 638.5 |
Approved by the PCC on 18th March 2019 and signed on their behalf by the Reverend Dr. N. Tucker (PCC Chairman) and Mr J. Jordan (PCC Vice Chair).
Reverend Dr. N. Tucker Date: 15 March 2021
Mr J Jordan Date: 15 March 2021
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Analysis of Income and Expenditure (£000s)
1. Planned Giving
| 1. Planned Giving | ||||||
|---|---|---|---|---|---|---|
| Unrestricted | Designated | Restricted | Endowment | Year ended 31 | Year ended 31 | |
| December | December 2019 | |||||
| 2020 | ||||||
| Regular Bank Transfers | 9.5 | 0.0 | 0.0 | 0.0 | 9.5 | 9.6 |
| Envelope Giving | 1.5 | 0.0 | 0.0 | 0.0 | 1.5 | 9.6 |
| Parish Giving Scheme | 21.0 | 0.0 | 24.6 | 0.0 | 45.6 | 35.8 |
| 32.0 | 0.0 | 24.6 | 0.0 | 56.6 | 55.0 |
2. Collections and other giving
All amounts in the period related to loose plate collections.
3. Other volunatry receipts
| 3. Other volunatry receipts | ||||||
|---|---|---|---|---|---|---|
| Unrestricted | Designated | Restricted | Endowment | Year ended 31 | Year ended 31 | |
| December | December 2019 | |||||
| 2020 | ||||||
| Curate Appeal | - | - | 15.0 | - | 15.0 | 35.6 |
| COVID Appeal | - | - | 24.6 | - | 24.6 | - |
| Legacies | 4.0 | - | 10.0 | - | 14.0 | - |
| Other Donations | 8.1 | 2.3 | 11.0 | - | 21.4 | 9.9 |
| 12.1 | 2.3 | 60.6 | - | 75.0 | 45.5 | |
| 4. Activities for generating funds | ||||||
| Unrestricted | Designated | Restricted | Endowment | Year ended 31 | Year ended 31 | |
| December | December 2019 | |||||
| 2020 | ||||||
| Church lettings | - | - | - | - | - | 0.3 |
| St Monica's lettings | 0.4 | - | - | - | 0.4 | 1.3 |
| Walker Hall lettings | - | 16.8 | - | - | 16.8 | 40.2 |
| Edgbastonian advertising | - | 1.9 | - | - | 1.9 | 2.8 |
| Church Family Socials | 1.6 | 0.1 | - | - | 1.7 | 4.1 |
| Church Events | - | - | - | - | - | 0.7 |
| Sales | 0.3 | - | - | - | 0.3 | 1.0 |
| 2.3 | 18.9 | - | - | 21.1 | 50.4 |
5. Investment Income
| 5. Investment Income | ||||||
|---|---|---|---|---|---|---|
| Unrestricted | Designated | Restricted | Endowment | Year ended 31 | Year ended 31 | |
| December | December 2019 | |||||
| 2020 | ||||||
| CCLA CBF Church of England Fixed Interest Securities Fund |
0.6 | 0.5 | - | 0.1 | 1.2 | 1.0 |
| CCLA CBF Church of England Investment Fund |
- | 8.3 | - | - | 8.3 | 8.3 |
| CCLA CBF Church of England Property Fund |
9.3 | - | - | - | 9.3 | 12.7 |
| Other interest earned | 0.3 | - | - | - | 0.3 | 0.4 |
| 10.3 | 8.8 | - | 0.1 | 19.2 | 22.4 |
6. Receipts from church activities
All income in the period relates to fees for weddings and funerals.
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7. Cost of generating funds
| 7. Cost of generating funds | ||||||
|---|---|---|---|---|---|---|
| Unrestricted | Designated | Restricted | Endowment | Year ended 31 | Year ended 31 | |
| December | December 2019 | |||||
| 2020 | ||||||
| Edgbastonian | - | 1.9 | - | - | 1.9 | 2.4 |
| Church Family Socials | 0.3 | - | - | - | 0.3 | 1.2 |
| Church Events | - | - | - | - | - | 0.3 |
| Musicians & Bellringers | 0.3 | - | - | - | 0.3 | 1.2 |
| Cost of Sales | 0.0 | - | - | - | 0.0 | 0.6 |
| 0.6 | 1.9 | - | - | 2.5 | 5.7 |
8. Clergy & staffing costs
| 8. Clergy & staffing costs | ||||||
|---|---|---|---|---|---|---|
| Unrestricted | Designated | Restricted | Endowment | Year ended 31 | Year ended 31 | |
| December | December 2019 | |||||
| 2020 | ||||||
| Stipends | - | - | 36.8 | 0.1 | 36.9 | 15.1 |
| Accommodation | - | - | 18.2 | - | 18.2 | 15.0 |
| Relocation & Appointment | - | - | - | - | - | 7.6 |
| Out of pocket expenses | 1.2 | - | 0.3 | - | 1.5 | 3.2 |
| 1.2 | - | 55.3 | 0.1 | 56.6 | 40.9 | |
| 9. Church running expenses | ||||||
| Unrestricted | Designated | Restricted | Endowment | Year ended 31 | Year ended 31 | |
| December | December 2019 | |||||
| 2020 | ||||||
| Insurance | - | - | 7.5 | - | 7.5 | 7.3 |
| Organ/piano tuning | - | - | - | - | - | - |
| Musicians | 3.1 | - | - | - | 3.1 | 7.6 |
| Cleaning | - | - | 2.2 | - | 2.2 | 6.4 |
| Direct services costs and related | 0.7 | - | 1.1 | - | 1.8 | 2.1 |
| Administrative costs | 2.2 | - | 0.6 | - | 2.8 | 2.6 |
| Advertising | - | - | 1.5 | - | 1.5 | 0.3 |
| Heating & Lighting | - | - | 5.0 | - | 5.0 | 6.1 |
| 6.0 | - | 17.9 | - | 23.9 | 32.4 |
10. Hall running expenses
| Unrestricted | Designated | Restricted | Endowment | Year ended 31 | Year ended 31 | |
|---|---|---|---|---|---|---|
| December | December 2019 | |||||
| 2020 | ||||||
| Insurance | - | 0.8 | - | - | 0.8 | 0.9 |
| Heating & Lighting | - | 2.4 | - | - | 2.4 | 5.2 |
| Cleaning* | - | 3.6 | - | - | 3.6 | - |
| Management service fees | - | 7.7 | - | - | 7.7 | 14.2 |
| Other running expenses | - | 1.4 | - | - | 1.4 | 1.0 |
| - | 15.9 | - | - | 15.9 | 21.3 |
* 2020 is the first year cleaning costs have been identified separately from the management fees
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11. Church repairs & maintenance
| Maintenance Upkeep of churchyard Major works (previously 'Structural repairs') |
Unrestricted Designated Restricted Endowment Year ended 31 December 2020 Year ended 31 December 2019 |
|---|---|
| - - 1.1 - 1.1 2.7 - 0.1 10.6 - 10.7 10.2 - 0.8 25.3 - 26.1 34.5 |
|
| - 0.9 37.0 - 37.9 47.4 |
12. Hall repairs & maintenance
Consistent with the prior year, all repairs for the period related to structural repairs to the Walker Hall.
13. Governance costs
Consistent with the prior year, all governance costs related to independent examination of these accounts.
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