Parochial Church Council of the Ecclesiastical Parsh of St Bartholomew, Edgbaston (Edgbaston Old Church)
**Church Road, Edgbaston, Birmingham, B15 3TA**
**Annual Report and Financial Statements for the year ended 31 December 2021**
**A charity registered in England and Wales no. 1149853**
**2021 Annual Report and Financial Statements for the Parochial Church Council of St Bartholomew (Edgbaston Old Church)**
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## **Aim and purposes**
St Bartholomew (Edgbaston Old Church) Parochial Church Council (PCC) has the responsibility of cooperating with the incumbent, the Reverend Doctor Nicholas Tucker, in promoting in 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:
Growth in Spiritual Commitment to God Growth in numbers attending services and events; and 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 (Edgbaston Old Church) the adjacent St Monica’s room and the nearby Walker Hall.
2021 has been a year of continuing change and disruption as a result of the Covid pandemic. On 6[th] January we entered the third national lockdown, which lasted until 29[th ] March. The result was that all our services and other meetings (bar one on January 3[rd] ) before the Easter weekend were conducted entirely online. The joy of standing together, on Easter Sunday, outside the Church to sing together for the first time since the pandemic began was palpable.
The long-term disruption to our services has been extremely challenging. The restrictions, which kept people apart in a variety of ways, and the unpredictable nature of life have taken a toll on church life that we are still coming to terms with. Nonetheless, the congregation have been resilient and continued, corporately to pursue the mission of the church. As well as finding ways to meet, whether online or in person, we have run an online Alpha course and sought to support community support initiatives, especially in partnership with St Germain’s church.
In September, the PCC met for a day away to begin the process of renewing our plan for growth; and to set a vision for the future. Since then, a subcommittee chaired by one of the Wardens, has been meeting to develop a report that the PCC will develop into a concrete plan for growth.
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## **Growth in Spiritual Commitment**
The church continued a similar pattern of worship to that which it developed in 2020 during the first year of the Covid-19 pandemic. There have been two services each Sunday morning, one more formal and liturgical, and the other more informal and contemporary in feel. Our midweek communion following the BCP order of service also has a faithful and growing congregation.
All are welcome to attend our regular services. Our “Worshipping Community” at 31st December 2021 was 135 adults and 19 children (2020: 118 adults and 24 children). 25 (2020: 15) names were added during the year and 13 (2020: 5) were removed either through death or because they moved away from the parish or to other churches. The average Sunday attendance during 2021 was 14 children and 70 adults with an average of 15 screens, giving an estimated total of 14 children and 93 adults attending on all platforms (2020: 16 and 59 with an average of 22 screens(est. total 16 & 92)), but this number increases at festivals and our Crib service.
We have held lunchtime prayers every Tuesday and Thursday lunchtime. A number of people have also benefitted from attending the Home Groups, which have met both online and in person depending on the rules and regulations in place. These groups have studied the Bible together, studying most recently the book of Daniel. We ran an Alpha Course via Zoom, and a small group continued to meet informally afterwards to discuss questions of Christian faith.
## **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.
A number of new people have joined our congregation through simply beginning to attend our services. This has been spread evenly across our Wednesday morning communion and our two Sunday services, reflecting the attraction of the different styles of worship.
Although a number of our normal initiatives to reach out to new people have continued to be curtailed by the pandemic, there were some opportunities to run events that had to be cancelled last year. Most notably, we were able to resume our collaboration with the Golf Club for our Carol Service. A large congregation enjoyed the opportunity to celebrate Christmas in traditional style and then enjoy the hospitality of the Golf Club for an evening meal.
Our continued online provision has enabled us to connect with new people and remain in touch with many who can no longer attend, either through poor health or moving away.
## **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 efforts from both full-time and
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voluntary clergy 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.
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.
Some members of our parish community are unable to attend through age or ill health. The clergy have visited and offered home communion to those that have requested.
We continue to recognise that the problem of loneliness is becoming even more acute in our community. One initiative that has been of value in this has been a knitting group set up by members of the congregation. Nonetheless, we recognise the need to develop more ways of addressing this growing issue.
## **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.
|Baptisms
Weddings
Funerals (inc. those at crematoria)|2021
9
7
7|2020|
|---|---|---|
|||0
5
11|
We have continued to support the work of St Germain’s Church this year and developed our partnership with the Anglican Diocese of Bolivia, through mutual prayer and through online contact with a congregation there.
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 weekend retreats, 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.
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## **Representation at Synods**
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 ceased during the year to chair the Synod in with the appointment of a full-time Area Dean.
As well as Deanery Synod, two members of the PCC are represented on the Diocesan Synod. As of the Autumn, Guy Hordern also sits as a member of the General Synod.
## **The Use of the Church and its Fabric**
The church building has not been open during the day other than for services, although it is hoped that we will be able to resume our practice of opening for private prayer during the day in the coming year.
A substantial programme of restoration to the church’s stonework is underway, to address concerns raised during our last quinquennial. Faculty permission is also to be sought to allow safe access to the tower for the church’s architect at the next quinquennial inspection.
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. St Monica’s has also hosted Alpha courses and community lunches in the past. As well as beginning to welcome some hirers back during the course of the year, the PCC was pleased, this Autumn, to welcome an International Café group run by Friends International to use St Monica’s on Monday evenings.
## **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 had to suspend its regular bookings for the early part of the year, but has operated in a Covid safe manner in welcoming back hirers as the year has progressed.
## **Ecumenical Relationships**
St Bartholomew’s is part of the Edgbaston and Warley Deanery and the clergy meet regularly with the Deanery Chapter for mutual encouragement, prayer, and to receive training and updates from the Diocese. The Deanery is currently in the process of developing ‘Oversight Areas’ which will place parishes in partnership with each other. The outcome of this process is expected to be known in 2022.
There are a number of other, less formal, associations within which the Church is represented. 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
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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 Revd Dr Tucker is part of its council of reference.
## **Financial Review**
2021 was another year where the global pandemic continued to impact the life of the church community. However regular giving continued to increase and more work on addressing the legacy repairs to the building was undertaken.
Total income fell by 17.8% to £168.5k (2020: £205.0k). The 2020 income included a number of legacies plus one-off gifts towards the Covid appeal of £24.6K.
The Parish Giving Scheme contributions grew 10% to £50.3K (2020: £45.6k). The number of giving units supporting the church remained constant at 33 but there were 2 leavers and 2 joiners during the year. These regular payments proved once again to be an effective and resilient way for congregation members to support the church, even when they were unable to meet in person.
Income from the hire of church halls remained at lower than historic levels at £18.9K (2020: £17.2k), a small increase on the prior year. Community groups were being cautious around resuming their full activities after so many Covid restrictions.
The total expenditure rose 3.0% overall. The day to day running costs continued to be tightly controlled and savings were made whilst the church was unfortunately closed. At the same time significant repairs were carried out to the stonework of the church tower £25k, along with the installation of a roof alarm and an upgrade of the internal church alarm at a net cost of £3.5k after a grant from All Churches Trust.
In total there was a net cash deficit of £42.4k for the year which was only slightly up on the, PCC approved, expected deficit of £38.0k. Net assets are up 3.9% to £663.1k driven once again by unrealised gains on our investments more than offsetting the
The PCC wants to thank God for his provision and for the continuing strong financial position despite nearly two years of the Covid pandemic.
## **Reserves Policy**
It is the PCC’s policy to maintain a balance on unrestricted funds equal to six months unrestricted funds payments, equivalent to £42.4k (2020: £33.3k). 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.
## **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. We recognise that key risks for any church are a failure to attend properly to statutory obligations around safeguarding and governance. We have not developed a formal risk register, but this will be a matter for discussion by the PCC in the year following the May AGM.
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## **Lay ministry at St Bartholomew’s**
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.
## **Parochial Church Council**
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 regularly attend our services 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 2021 (2020: 5) with an average attendance level of 92% (2020: 81%). The sub-committees of the PCC are as follows:
- 1.Standing Committee chaired by Dr Joe Jordan which meets as necessary between meetings of the PCC
- 2.Transforming Church and Stewardship Committee (TCSC), chaired by Dr Joe Jordan until September, and thence David Mayland, has been tasked with producing a new Plan for Growth following the PCC away day. It has met regularly during the Autumn to fulfil this delegation.
- 3.Finance Committee Chaired by the treasurer, the finance committee manages our accounts and runs a budgeting process to enable the delegation of regular spending to respective committees.
- 4.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.
- 5.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.
- 6.Events and Fundraising Committee Chaired by Dr Joe Jordan, organises one off events with a particular fundraising concern. The committee has not been able to run as many events as normal, but was responsible for the very successful Carols event with the Golf Club.
- 7.Walker Hall Committee chaired by Revd Dr Nicholas Tucker. The committee manages all aspects of the hall and prior to the Covid 19 Pandemic, provided a valuable source of income for the PCC.
- 8.Communications Committee chaired by Revd Charlie Butler. The committee develops, manages and executes the PCC’s internal and external communication strategies.
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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.
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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 General, Diocesan and Deanery Synod Mr D J Mayland Churchwarden from May 2021 Deanery Synod representative (Treasurer until May 2021) Dr J Jordan Churchwarden until May 2021 Diocesan and Deanery Synod
Dr J Ashton (until September 21) Deanery Synod
Elected members who hold office at the date of this report:
||Date last elected to committee|
|---|---|
|Miss A Beesley|2019|
|Mrs I Cuffn-Munday|2020|
|Mr B Cuffn-Munday|2019|
|Mrs I Heaton|2021|
|Mr E Irwin|2021|
|Mrs G Macmillan|2021|
|Mrs Mary Martin|2021 Treasurer (from May 2021)|
|Mrs J Metcalfe|2021|
|Mr G Mitchell|2021|
|Mr C Stotts|2019 (Safeguarding coordinator)|
|Mr P Taylor|2019 (d. January 2022)|
|Mrs M Turner|2020|
Members who ceased to hold office between January 2020 and the date of this report: John Ashton (who moved to be close to family in Scotland).
We were also deeply saddened at the news of Peter Taylor’s death at the beginning of 2022. Peter was a highly valued member of the church family and the PCC, and is dearly missed.
Secretary to the PCC
Mrs J Huggins
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Gift Aid
Mrs. Linda Caswell is registered with HMRC as the "Fit and Proper Person" lo claim Gift
Aid refunds on behalf ol the church.
Vulnerable Adults and Children
Fleverend Doctor Nicholas Tucker Adult Safeguarding Off icer
Mr Chris Stotts Child Safeguarding Off icer
The PCC has received safeguarding update training online over the past year.
Safeguarding is a standing item on every PCC agenda, and the PCC has reviewed the
"Safeguarding Dashboard" All this leads them to believe that they have fulfilled their
duty under section 5 01 the Safeguarding and Clergy Discipline Measure 2016 (duly lo
have due regard lo House of Bishops, guidance on safeguarding children and
vulnerable adults). Our Sunday School leaders have been DBS checked and we are in
the process ol renewing checks for all PCC members.
Approved by the PC.C on 18th Ma
Tucker (PCC Chairman) and
2022 and si
lied on their behalf by the Reverend Dr Nick
IPC:C. Vi¢¢ Chair).
Revd Dr N. I'ucker
Date: 181512022
Dale.. 181512022
## **Receipts and Payments Account (£000s)**
||**Note**|**Unrestricted**|**Designated**|**Restricted**|**Endowment**|**Total Funds**|**Total Funds**|
|---|---|---|---|---|---|---|---|
|||**Funds**|**Funds**|**Funds**|**Funds**|||
|**RECEIPTS**||||||||
|Planned giving|1|28.0|-|45.0|-|**73.0**|56.6|
|Collections and other giving|2|4.7|-|-|-|**4.7**|3.6|
|Other voluntary receipts|3|9.7|0.6|16.5|-|**26.8**|75.0|
|Gift Aid recovered||12.0|-|8.0|-|**20.0**|25.8|
|Activities for generating funds|4|2.6|20.5|-|-|**23.1**|21.2|
|Investment Income|5|7.1|9.8|-|0.1|**17.0**|19.2|
|Receipts from church activities|6|3.9|-|-|-|**3.9**|3.6|
|**Total income**||**68.0**|**30.9**|**69.5**|**0.1**|**168.5**|205.0|
|**PAYMENTS**||||||||
|Cost of generating funds|7|4.0|2.2|-|-|**6.2**|2.5|
|Parish Share||49.7|-|-|-|**49.7**|58.4|
|Clergy and Staffing costs|8|1.5|-|53.7|0.1|**55.3**|56.6|
|Church Running Expenses|9|8.1|-|18.0|-|**26.1**|23.9|
|Hall Running Costs|10|-|16.9|-|-|**16.9**|15.9|
|Church Repairs & Maintenance|11|0.1|-|51.3|-|**51.4**|37.9|
|Hall Repairs & Maintenance|12|-|1.8|-|-|**1.8**|2.1|
|Missionary Giving||0.2|-|3.1|-|**3.3**|1.6|
|Governance Costs|13|0.2|-|-|-|**0.2**|0.2|
|**Total expenditure**||**63.8**|**20.9**|**126.1**|**0.1**|**210.9**|**199.1**|
|**Net income or (expenditure) resources**
**before transfer**||**4.2**|**10.0**|**(56.6)**|**(0.0)**|**(42.4)**|**5.9**|
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## **TRANSFERS**
|**TRANSFERS**|||||||
|---|---|---|---|---|---|---|
|Gross transfers between funds - in|||46.0||46.0|16.9|
|Gross transfers between funds - out|(36.5)|(9.5)|||(46.0)|(16.9)|
|**Net movement in funds**|**(32.3)**|**0.5**|**(10.6)**|**(0.0)**|**(42.4)**|**(5.8)**|
|**Total funds brought forward**|**284.4**|**326.0**|**10.6**|**17.5**|**638.5**|**619.1**|
|Unrealised gains or losses on investment assets|27.4|37.8|-|1.8|67.0|13.5|
|Net movement in funds|(32.3)|0.5|(10.6)|(0.0)|(42.4)|5.9|
|**Total funds carried forward**|**279.5**|**364.3**|**0.0**|**19.3**|**663.1**|**638.5**|
|**Represented by:**|||||||
|**Unrestricted**|||||||
|General Fund|279.5|-|-|-|279.5|284.4|
|**Designated**|||||||
|St James|-|330.6|-|-|330.6|291.9|
|Bell|-|-|-|-|-|-|
|Walker Hall|-|29.1|-|-|29.1|29.5|
|Edgbastonian|-|4.6|-|-|4.6|4.6|
|**Restricted**|||||||
|Church Growth|-|-|-|-|-|2.8|
|Buildings & Upkeep|-|-|-|-|-|-|
|Curate|-|-|-|-|-|7.8|
|Hawkes - Vicar|-|-|-|16.0|16.0|14.0|
|Hawkes - Curate|-|-|-|3.3|3.3|3.5|
|**Total funds available**|**279.5**|**364.3**|**-**|**19.3**|**663.1**|**638.5**|
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## **Statement of Assets and Liabilities (£000s)**
|**Statement of Assets and Liabilities**|**(£000s)**||||||
|---|---|---|---|---|---|---|
||||||**Total**|**Total**|
||||||**31 December**|**31 December**|
||**General**|**Designated**|**Restricted **|**Endowment**|**2021**|**2020**|
|**Fixed Assets**|||||||
|Investments|224.2|302.1|-|18.7|**545.0**|478.1|
|**Current Assets**|||||||
|Debtors|1.8|-|-|-|**1.8**|0.0|
|Cash at bank and in hand|56.7|62.2|-|0.6|**119.5**|160.4|
||58.5|62.2|-|0.6|**121.3**|160.4|
|**Liabilities**|||||||
|Creditors: amounts falling due in one|3.1|-|-|-|**3.1**|0.0|
|year|||||||
|**Net current assets**|279.6|364.3|-|19.3|**663.2**|638.5|
|**Assets less current liabilities**|279.6|364.3|-|19.3|**663.2**|638.5|
|**Net assets**|279.6|364.3|-|19.3|**663.2**|638.5|
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.
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Fund movememt by type I£OOOs}
Opening
Incoming Cash Outgoing Cash
Net Cash
Movement
Transfers
Unreallsed
GainsllLossesl
Closing
Unrestricted
General Fund
284.4
68.0
163.81
136.51
27.4
279.5
Designated
Sl James
Be15
Walker Hall
Edgbaslonian
291.9
19.41
38.7
330.6
29.5
19.3
118.71
12.21
10.11
10.91
29.1
Restricted
Church Growth
Curate
Building & Upkeep
Hawkes - Vicar
Hawkes - Curate
45.6
15.51
154.11
166.51
40.0
149.11
147.61
142.91
41.3
47.6
18.9
14.0
16.0
{0.11
10.01
10.21
Funds ofthe church
638.5
168.5
1210.91
142.41
10.01
67.0
663.1
Approved by Ihe P¢¢ 18th May 2022 and signed on their t4half by the Reverend Dr. N. Tucker IPCC Chairman) and Ikvd. etrftipcc Vlce Chalrl.
Reverend Dr. N. Tucker
Date..
18-May-22
Dale..
18-May-22
14
## **Analysis of Income and Expenditure (£000s)**
## **1. Planned Giving**
|**1. Planned Giving**||
|---|---|
|Regular Bank Transfers
Envelope Giving
Parish Giving Scheme|Unrestricted
Designated
Restricted
Endowment
**Year ended 31**
**December 2021**
Year ended 31
December 2020|
||9.0
-
13.2
-
**22.2**
9.5
0.5
-
-
-
**0.5**
1.5
18.5
-
31.8
-
**50.3**
45.6|
||28.0
0.0
45.0
0.0
**73.0**
56.6|
## **2. Collections and other giving**
All amounts in the period relate to loose plate collections.
## **3. Other volunatry receipts**
|**3. Other volunatry receipts**||
|---|---|
|Curate Appeal
COVID Appeal
Legacies
UK mission
Overseas mission
Grants towards buildings upkeep
Insurance receipt
Other Donations|Unrestricted
Designated
Restricted
Endowment
**Year ended 31**
**December 2021**
Year ended 31
December 2020|
||-
-
5.0
-
**5.0**
15.0
-
-
-
-
**-**
24.6
2.7
-
-
-
**2.7**
14.0
-
-
0.8
-
**0.8**
-
-
-
1.0
-
**1.0**
-
-
-
4.3
-
**4.3**
-
-
-
2.9
-
**2.9**
-
7.0
0.6
2.5
-
**10.0**
21.4|
||9.7
0.6
16.5
-
**26.7**
75.0|
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## **4. Activities for generating funds**
|Church lettings
St Monica's lettings
Walker Hall lettings
Edgbastonian advertising
Church Family Socials
Church Events
Sales|Unrestricted
Designated
Restricted
Endowment
**Year ended 31**
**December 2021**
Year ended 31
December 2020|
|---|---|
||-
-
-
-
**-**
-
0.1
-
-
-
**0.1**
0.4
-
18.8
-
-
**18.8**
16.8
-
1.7
-
-
**1.7**
1.9
2.2
-
-
-
**2.2**
1.7
-
-
-
-
**-**
-
0.4
-
-
-
**0.4**
0.3|
||2.7
20.5
-
-
**23.2**
21.1|
## **5. Investment Income**
|**5. Investment Income**||
|---|---|
|CCLA CBF Church of England Fixed
Interest Securities Fund
CCLA CBF Church of England
Investment Fund
CCLA CBF Church of England
Property Fund
Other interest earned|Unrestricted
Designated
Restricted
Endowment
**Year ended 31**
**December 2021**
Year ended 31
December 2020|
||0.2
0.4
-
0.1
**0.6**
1.2
8.0
-
-
-
**8.0**
8.3
8.3
-
-
-
**8.3**
9.3
0.1
-
-
-
**0.1**
0.3|
||16.5
0.4
-
0.1
**17.0**
19.2|
## **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**||
|---|---|
|Edgbastonian
Church Family Socials
Church Events
Musicians & Bellringers
Cost of Sales
**8. Clergy & staffing costs**
Stipends
Accommodation
Relocation & Appointment
Out of pocket expenses
**9. Church running expenses**
Insurance
Organ/piano tuning
Musicians
Cleaning
Direct services costs and related
Administrative costs
Advertising
Web site
Heating & Lighting|Unrestricted
Designated
Restricted
Endowment
**Year ended 31**
**December 2021**
Year ended 31
December 2020|
||-
2.2
-
-
**2.2**
1.9
1.7
-
-
-
**1.7**
0.3
-
-
-
-
**-**
-
2.3
-
-
-
**2.3**
0.3
-
-
-
-
**-**
-|
||4.0
2.2
-
-
**6.2**
2.5|
||Unrestricted
Designated
Restricted
Endowment
**Year ended 31**
**December 2021**
Year ended 31
December 2020|
||-
-
36.6
0.1
**36.7**
36.9
-
-
16.9
-
**16.9**
18.2
-
-
-
-
**-**
-
1.5
-
0.2
-
**1.7**
1.5|
||1.5
-
53.7
0.1
**55.3**
56.6|
||Unrestricted
Designated
Restricted
Endowment
**Year ended 31**
**December 2021**
Year ended 31
December 2020|
||-
-
7.1
-
**7.1**
7.5
-
-
-
-
**-**
-
3.9
-
-
-
**3.9**
3.1
0.1
-
0.9
-
**1.0**
2.2
1.2
-
1.4
-
**2.6**
1.8
2.9
-
0.4
-
**3.3**
2.8
-
-
0.2
-
**0.2**
1.5
-
-
0.8
-
**0.8**
-
-
-
7.2
-
**7.2**
5.0|
||8.1
-
18.0
-
**26.1**
23.9|
17
## **10. Hall running expenses**
|**10. Hall running expenses**||
|---|---|
|Insurance
Heating & Lighting
Cleaning*
Management service fees
Other running expenses|Unrestricted
Designated
Restricted
Endowment
**Year ended 31**
**December 2021**
Year ended 31
December 2020|
||-
0.8
-
-
0.8
0.8
-
2.3
-
-
2.3
2.4
-
3.5
-
-
3.5
3.6
-
8.8
-
-
8.8
7.7
-
1.5
-
-
1.5
1.4|
||-
16.9
-
-
**16.9**
15.9|
## **11. Church repairs & maintenance**
|Maintenance
Upkeep of churchyard
Major works|Unrestricted
Designated
Restricted
Endowment
**Year ended 31**
**December 2021**
Year ended 31
December 2020|
|---|---|
||0.1
-
2.1
-
**2.2**
1.1
-
-
8.0
-
**8.0**
10.7
-
-
41.2
-
**41.2**
26.1|
||0.1
-
51.3
-
**51.4**
37.9|
## **12. Hall repairs & maintenance**
Consistent with the prior year, all repairs for the period relate to structural repairs to the Walker Hall.
## **13. Governance costs**
Consistent with the prior year, all governance costs relate to independent examination of these accounts.
18
Independent Examlner'g unqualllled report to the members of the P.C.C. of St
Bartholomew (The Old Church) registeyed charlty number 1149853 on the Accounts
for the year ended 31 December 2021 set ¢)ut on pages 11 to 18 of thls document.
R8spectlve respon8lbllltles ol the P.C.C. and the examinor.
The P.C.C. members acting as the charty's trustees are responsible for the preparation of
the accounts. The charity's Irustees 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. h is my restM)nsibilty to:
examine the accounts under section 145 of Ihe Charitles Aci
to follow the procedures laid down in Ihe general Directions given by the Charity
Commission (under section 145(5)(b) of the Charitj'es Act, and
to state whether particular matters have come to my attention.
Ba818 of the Independent Examlnevs 8tstemenL
My examinatlon was carried oth in accordance with the general Directions given by the
Charity Commission and the guidance published in PCC Accountability (The Charities Act
th
2011 and the P.C.C). S edition). An examination includes a review of the accounting
records kept by the charity and a comparison 'of the accounts presented with these
records.11 also indudes consideration of any unusual items or disclosures in Ihe accounls
and seeking explanations from Ihe truste8s conceming such matters. The procedures
undertaken do not provide all the evldence that would be required for an audit. and
consequently no opinion is given as to whether the accounts preseni a Irue and fair, view
and the report is limited to those matters sel out in the statement below.
Ind•wndent oxamln8rf8 8latemenl.
In connection with my examination, no material matter has come to my attentionlel
h?TrdIh1¢h gives me cause to believe that in, any material respect..
accounting records were not kept in accordance with sectlon 130 of Ihe Charities Act, or
the accounts do not accord to the actounting records.
I have come across no other matters in connection with the 8xamination lo which attention
should be drawn in order to enable a proper understarKJing of the accounts is reached.
/96i. Th4 2022.
Fr. Alan Clements
15 Carlelon Road,
Great Knowley,
Chorley,
PR6 8TQ
Fellow, Associalion of Charity Independenl Examiners.
19