Annual Report and Financial Statements of the
Parochial Church Council
for the year ended 31 December 2022.
A charity registered in England and Wales no. 1149853
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Contents
Annual Report Pages 3 - 8 Financial Statements Pages 9 - 12 Independent Examiner’s Report Page 13
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St Bartholomew’s Edgbaston Annual Report of the Parochial Church Council for the Year Ended 31 December 2022
(This report is made in accordance with The Church Representation Rules 2022 and The Charities (Accounts and Reports) Regulations 2008, and is separate from any statement or address that the vicar may wish to make or any reports that any other individual or parish group may present at the Annual Parochial Church Meeting. It is the means by which the P.C.C. gives an account of how they alone have carried out their responsibilities during the year, and of their future plans.)
Administrative Information
St Bartholomew’s Church is situated in Church Road, Edgbaston. It is part of the Diocese of Birmingham within the Church of England.
Under the terms of section 3 of the Parochial Church Councils (Powers) Measure 1956 the Parochial Church Council (PCC) is a body corporate. In compliance with the Charities Act 2006, because our gross income is over £100,000 we are registered with the Charity Commission.
The PCC is comprised of the following members:
Ex Officio members: Reverend Dr N. Tucker Vicar, Chairman until 24[th] July 2022 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 Dr J Jordan DL Diocesan and Deanery Synod Dr F Clarke from February 2022 Deanery Synod
Elected members who hold office at the date of this report: Margaret Turner – term of office expires in 2023 Bella Cuffin-Munday – term of office expires in 2023 Mary Martin – term of office expires in 2024 Judy Metcalfe – term of office expires in 2024 George Mitchell – term of office expires in 2024 Ilse Heaton – term of office expires in 2024 Ernie Irwin – term of office expires in 2024 Anna Beasley – term of office expires in 2025 Ben Cuffin-Munday – term of office expires in 2025 Oliver Huggins – term of office expires in 2025 Casual vacancy Gillie Macmillan (resigned from PCC December 2022)– term due to expire in 2024
Casual vacancy Chris Stotts (resigned from PCC September 2022– term due to expire in 2025
Secretary to the PCC Mrs J Huggins
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Structure, Governance and Management
The method of appointment of PCC members is set out in the Church Representation Rules. All Church attendees are encouraged to register on the Electoral Roll and stand for election to the PCC. The Standing Committee of the PCC is the only committee required to be in existence by church law and has the power to transact the business of the PCC between meetings, subject to ratification of the PCC. The members of the Standing Committee are: the Vicar, the Churchwardens and the Treasurer. This Committee has not met this year.
The sub-committees of the PCC are as follows:
- Standing Committee chaired by the Vicar, which has not met this year.
2.Transforming Church and Stewardship Committee (TCSC), chaired by David Mayland. Had been tasked with producing a new Plan for Growth following the PCC away day. It has not met since the Plan for Growth was approved in March 2022.
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Finance Committee Chaired by the Treasurer, Mrs Mary Martin. This committee manages our accounts and runs a budgeting process to enable the delegation of regular spending to respective committees.
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Buildings and Maintenance Committee Chaired by Mr Oliver Huggins. 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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Walker Hall Committee chaired by Revd Dr Nicholas Tucker until his departure in July 2022. Revd Charlie Butler took over as Chair in October 2022. This committee manages all aspects of the hall which provided a valuable source of income for the PCC.
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Communications Committee chaired by Revd Charlie Butler. This committee develops, manages and executes the PCC’s internal and external communication strategies.
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Employment Committee, chaired by Mary Martin. Created in July 2022 to oversee our employment structures, keep our employment policies up-to-date, and serve as an independent body to support employees through any procedures (grievance, disciplinary, etc.), as needed.
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Following the resignation of the chairs of the Social and Events Committees neither subcommittee met during 2022.
Induction Training
All PCC members elected have to undergo Safeguarding Training and complete a DBS verification. The PCC intends to develop a programme of induction training in 2023, including meetings with the incumbent, wardens and PCC treasurer to be briefed on the present situation of the parish, along with being supplied with copies of the previous year’s Annual Report and PCC minutes.
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It is considered that all PCC members and any others who could be understood to be ‘managers’ in the activities and affairs of the Parish of St. Bartholomew’s Church, Edgbaston are deemed to be ‘fit and proper’ persons under the terms of the Finance Act 2010.
Aim and Purposes
The PCC is aware of the Charity Commission’s guidance on public benefit in ‘The Advancement of Religion for the Public Benefit’ and have regard to it in their administration of the Parish. The PCC believes that, by fulfilling its responsibility to work together with the incumbent and to co-operate in all matters of concern and importance for the promotion of the whole mission of the Church, pastoral, evangelistic, social and ecumenical, it provides a benefit to the public by:
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Providing resources and facilities for public worship, pastoral care and spiritual, moral and intellectual development, both for its members and anyone who wishes to benefit from what the Church offers;
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Promoting Christian values, and service by members of the Church in the Parish to its community, to the benefit of individuals and society as a whole.
There are 123 parishioners on the Church Electoral Roll, as at 31st December 2022, of whom 54 are resident in the parish and 69 are not resident.
Objectives, Activities & Performance for the year ended 31 December 2022
Whilst 2022 saw changes in the leadership of the PCC (with the unexpected resignation of Rev. N. Tucker), the PCC maintained its objectives of seeking to encourage church members to live out their faith as part of our parish community, 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.
The church’s pattern of worship continued to evolve in 2022. In response to feedback from parishioners, in July, the then Incumbent, Rev. Dr. Nick Tucker re-established a 10:30am Sunday morning communion service that sought to combine elements from the more contemporary 09:15 and more traditional 11:00 service. On the first Sunday of the month there was an 8am BCP communion service with the 10:30 then following Morning Prayer. This service pattern continued throughout the rest of the year. Our midweek communion following the BCP order of service also has a faithful congregation.
All are welcome to attend our regular services. Our “Worshipping Community” at 31[st] December 2022 was 84 adults and 17 children (2021: 135 adults and 19 children). The average Sunday attendance during 2022 was 12 children and 68 adults with an average of 18 screens logging in, giving an estimated total of 12 children and 93 adults attending on all platforms. (2021: 14 and 70 with an average of 15 screens (est. total 14 & 94), but this number increases at festivals and our Crib service.
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We have held lunchtime prayers on Tuesday and Thursday lunchtimes. A number of people have also benefited from attending the Home Groups. These groups have studied the Bible together to encourage and build one another up in the faith.
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 commend the person into God’s keeping.
We have had the opportunity to engage in a new partnership with St Germain’s church in North Edgbaston in supporting their foodbank. We have continued in our partnership with the Anglican Diocese of Bolivia, which is twinned with Birmingham.
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 voluntary litter picking.
The full PCC met 10 times in 2022 (2021: 5) with an average attendance level of 91% (2021: 92%), this includes some online attendees.
During the year the PCC discussed the following matters, which are reported in detail in the Minutes of each meeting.
24[th] January 2022:
The passing of Peter Taylor was noted. There were committee and ministry updates.
26[th] February 2022:
Oli Huggins was co-opted onto the PCC as Chair of the Buildings Committee and Dr Frances Clarke joined the PCC as a member of the Deanery Synod. There was a review of the Plan for Growth.
21[st] March 2022:
The Plan for Growth was discussed. It was felt more time was needed before taking a vote.
28[th] March 2022:
The Plan for Growth was approved.
18[th] May 2022:
There was a discussion about service patterns, and information about a Section 29 appointment following the news that Nick Tucker would be leaving.
10[th] June 2022:
The safeguarding dashboard was discussed, and the following appointments were approved: Appointment of Vice Chair, Treasurer, Deputy Wardens and Independent Examiner.
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20[th] July 2022:
Visit from Archdeacon Jenny Tomlinson and Area Dean Mike Sermon to update on the Vacancy process. Discussion about People and Places. Approval for: Operations Manager post, creation of an employment subcommittee, list of sidesmen and returning pledges for the Plan for Growth. There was also a farewell from Nick Tucker as Vicar.
2[nd] September 2022:
Update on the Ministry during the Interregnum, and a discussion about the Parish Profile.
26[th] September 2022:
Section 11 meeting of the PCC where the Parish Profile and Parish Reps were voted on.
21[st] November 2022:
Update on the Interregnum, approval of Draft Budget.
Financial Review
2022 was a year where life began to return to normal after the last few years affected by the pandemic. The UK economy was under strain as the year came to a close, but we can thank God for the generosity of church members and the work of so many of the congregation to support St Bartholomew’s.
Total income fell marginally to £161.9k (2021: £168.5k). The Walker Hall bookings have recovered as many of our community users return. Income from lettings was £44.0K (2021: £19.0k).
The Parish Giving Scheme declined slightly, mainly due to church members moving away from Birmingham, to £48.3K (2021: £50.3k). We are very thankful for this continued monthly support.
The total expenditure decreased by £25k as less repairs and long-term maintenance were carried out this year. The day to day running costs continued to be tightly controlled and savings were made from a comprehensive review of all our contracts. Further stonework repairs, deferred from last year, were carried out at a cost of £6k.
In total there was a net cash deficit of £24k for the year which was in line with the budget approved by the PCC, after adjusting for the deferral of the next stage of Church Growth whilst St Bartholomew’s was in Interregnum. Net assets are down 13% to £574.6k mainly due to the fall in our long-term investments.
Risk Assessment
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.
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We have not developed a formal risk register, but this will be a matter for discussion by the PCC in the year following the April APCM. The contents and obligations of the Equality Act 2010 and the 2018 General Data Protection Regulation are known and complied with to the best of the PCC’s ability. The PCC is also aware of its responsibilities in respect of the Regulatory Reform (Fire Safety) Order 2005 in its requirement to carry out a fire assessment to identify any possible dangers and risks, to take action to minimise the risks and to create a plan to deal with any emergencies, and also to write up and keep a record of its findings and to review its assessment annually. The PCC intends to develop this policy and plan in 2023.
There is a Safeguarding Policy in place in respect of children, and one is in development in respect of vulnerable adults. Checks are made with the Disclosure and Barring Service in respect of persons dealing regularly with young people and vulnerable adults. The PCC appointed officer for this is Chris Stotts. Accordingly, the PCC believes it has complied with the duty under section 5 of the Safeguarding and Clergy Discipline Measure 2016 to have regard to the House of Bishops’ guidance on safeguarding children and vulnerable adults.
Reserves Policy
It is the PCC’s policy to maintain a balance on unrestricted funds of at least six months committed payments, equivalent to £85.0k (2021: £93.0k). 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.
During 2022 the PCC approved the designation of general funds to set up an investment contingency fund, a long-term maintenance fund and a buildings fund. The PCC are acutely aware they have the responsibility to manage the sustainability of historic buildings.
Future Plans
2023 will see a newly appointed Vicar to St Bartholomew’s, which in turn will come with a fresh vision that seeks to bring the Gospel to our Parish and beyond.
Approved by the PCC on 3[rd] April 2023 and signed on their behalf by
………………………………..
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Recolpt8 and Payment8 Account1£00081 Year ended 31 December 2022 Totsl Funds Year ended 31 Dgcernber 2021 Total Funds Note Unr&Ytrittd Fund9 Dèsignatèd Ftsnds Règtrittsd Funds Endowèmènt Funds RECEIPTS 63.0 Gift Aidrecoi'ered 15.4 47.2 17.9 45.3 Total Into 44.6 161.9 PAYMENTS C&4l L)l-generalirtg fund4 48.9 63.0 26.4 20.7 16.6 hurLh Runrtirt¥ F..APLrts Totsl expendhurg fj6.0 93.2 185.9 Not income or lexpendituToI rosvurces b•foT• tran$tsr 2th0 124.0) TRANSFERS Gr(Trk Iranlleik et,¢ert funds- Net mmmoni in fund$ 1108.41 10.01 124.Dl Totsi funds broughtforwar 27D.O 374.4 18.7 Totsl lunds carried forward 101.0 457.1 1fj.5 574.6 663.1
Statement of Assets and Liabilities (£000s)
| Total | Total | |||||
|---|---|---|---|---|---|---|
| 31 December | 31 December | |||||
| General | Designated | Restricted | Endowment | 2022 | 2021 | |
| Fixed Assets | ||||||
| Investments | 452.8 | 11.2 | - | 16.4 | 480.6 | 545.0 |
| Current Assets | ||||||
| Debtors | 1.8 | - | - | - | 1.8 | 1.8 |
| Cash at bank and in hand | 68.1 | 36.0 | - | - | 104.1 | 119.5 |
| 69.9 | 36.0 | - | - | 105.9 | 121.3 | |
| Liabilities | ||||||
| Creditors: amounts falling due in one | 11.8 | - | - | - | 11.8 | 3.1 |
| year | ||||||
| Net current assets | 58.1 | 36.0 | - | - | 94.1 | 663.2 |
| Net assets | 511.0 | 47.3 | - | 16.4 | 574.6 | 663.2 |
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 | Opening Incoming Cash | Outgoing Cash | Net Cash | Transfers | Unrealised | Closing | |
|---|---|---|---|---|---|---|---|
| Movement | Gains/(Losses) | ||||||
| Unrestricted | |||||||
| General Fund | 270.0 | 70.6 | (66.1) | 4.5 | (112.9) | (60.6) | 101.0 |
| Designated | |||||||
| St James | 330.6 | - | - | - | (330.6) | - | 0.0 |
| Investment contingency | - | - | - | - | 60.0 | - | 60.0 |
| Long term property maintenance | - | - | - | - | 200.0 | - | 200.0 |
| Building fund | - | - | - | - | 150.0 | - | 150.0 |
| Walker Hall | 40.2 | 44.6 | (24.5) | 20.1 | (15.0) | (1.7) | 43.6 |
| Edgbastonian | 3.6 | 2.1 | (2.2) | (0.1) | - | - | 3.5 |
| Restricted | |||||||
| Church Growth | 0.0 | 27.2 | (4.9) | 22.3 | (22.3) | - | 0.0 |
| Curate | 0.0 | 2.5 | (56.0) | (53.5) | 53.5 | - | 0.0 |
| Building & Upkeep | 0.0 | 14.8 | (32.1) | (17.4) | 17.4 | - | 0.0 |
| Hawkes - Vicar | 15.6 | - | - | - | - | (1.8) | 13.8 |
| Hawkes - Curate | 3.1 | 0.1 | - | 0.1 | (0.1) | (0.4) | 2.7 |
| Funds of the church | 663.1 | 161.9 | (185.9) | (24.0) | 0.0 | (64.5) | 574.6 |
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Analysis of Income and Expenditure1£00051 1. Plann8d Glvlng Unreslricl8d Desi9naled Reslriclsd Endowmnt Year endad 31 Yaar ended 31 December December 2021 2022 11.0 R&gular Bank Tr8nsf&rs Env8lop& Grrflng Parish Gwing Sch8 22.2 14.8 29.5 33.5 33.5 48.3 63.0 50.3 73.0 2. ¢0118cUon8 and other glvlng All arTh)unls in the period rel8le lo loose plate Collectn$ and the cashless giving m8chine. 3. Other volunaby recelpts Unrestricted Design8led Restricted EndownEnt Year ended 31 Year ended 31 Decernbpr Decetnber 2021 2022 Curate Appeal LegacEs UK mission & charity gpiing Overseas tnission Grants tOWaS buildings upkeep Insurance receipt Other Donations 10.0 26.7 4. Activities for 98ntrTating funds unstriCted Dsignaltd R$lrfct8d Endowrthnt Ytar onded 31 Year 8nd&d 31 De¢ember December 2021 2022 Sl Monica's lellings Walker H811 leltin9S Edgbaslonian aLlYertising Church Family Socvals S81es 44.1 18.8 45.3 47.2 23.2 S. Investment In¢¢)me Unrestricted Designated Restricted EndowEnt Year ended 31 Year ended 31 Decembèr D&¢emb&r 2021 2022 CCLA CBF Church of EngLand Fixed Inl8resl Se¢LJnli&s Fund CCLA CBF Church of Engbnd Investment Fund CCLA CBF Church of Engnd Propety Fund other int8r8sl &8m8d 17.9 17.0 8. Rec8lpts from church a¢tlvltl88 All Income in the pemd reLqtes to fees for weddings. funerals 8nd nErrw)nal seNKes.
7. Cost of generating funds
| Edgbastonian Church Family Socials Musicians & Bellringers 8. Clergy & staffing costs Stipends Accommodation Out of pocket expenses 9. Church running expenses Insurance Musicians Cleaning Direct services costs and related Administrative costs Advertising Web site Heating & Lighting 10. Hall running expenses Insurance Heating & Lighting Cleaning Management service fees Other running expenses |
Unrestricted Designated Restricted Endowment Year ended 31 December 2022 Year ended 31 December 2021 |
|---|---|
| - 2.1 - - 2.1 2.2 0.9 - - - 0.9 1.7 1.6 - - - 1.6 2.3 |
|
| 2.5 2.1 - - 4.6 6.2 |
|
| Unrestricted Designated Restricted Endowment Year ended 31 December 2022 Year ended 31 December 2021 |
|
| 6.1 - 36.8 - 42.9 36.7 - - 19.0 - 19.0 16.9 0.9 - 0.2 - 1.1 1.7 |
|
| 7.0 - 56.0 - 63.0 55.3 |
|
| Unrestricted Designated Restricted Endowment Year ended 31 December 2022 Year ended 31 December 2021 |
|
| - - 6.0 - 6.0 7.1 3.8 - - - 3.8 3.9 - - 3.6 - 3.6 1.0 1.1 - 3.2 - 4.3 2.6 1.1 - 0.6 - 1.7 3.3 - - 0.5 - 0.5 0.2 - - 0.2 - 0.2 0.8 - - 6.3 - 6.3 7.2 |
|
| 6.0 - 20.4 - 26.4 26.1 |
|
| Unrestricted Designated Restricted Endowment Year ended 31 December 2022 Year ended 31 December 2021 |
|
| - 0.4 - - 0.4 0.8 - 3.9 - - 3.9 2.3 - 4.9 - - 4.9 3.5 - 10.5 - - 10.5 8.8 - 1.0 - - 1.0 1.5 |
|
| - 20.7 - - 20.7 16.9 |
11. Church repairs & maintenance
| 11. Church repairs & maintenance | |
|---|---|
| Maintenance Upkeep of churchyard Major works |
Unrestricted Designated Restricted Endowment Year ended 31 December 2022 Year ended 31 December 2021 |
| 0.1 - 2.7 - 2.8 1.1 - - 6.9 - 6.9 10.7 - - 6.9 - 6.9 26.1 |
|
| 0.1 - 16.5 - 16.6 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.
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Indopondent Examinerfs unquallfi•d r•port to the
members ol th• PCC of St BarthOlomo$ Ed8baston
Ac¢owrt• for th• y•ar •nd•d 31 D•c•mb•r 2021
Ch•rlty no 1149853
R••p•etlvo re$pon•bllltl•s ol th• P.QC. •nd th• •xrnr.
The P.C C nwnbor8 88 ihe CrI8 trugtwg Tp01b19 for yepwatim ol th•
account& chan5 trustees con&der that K11t is rK)t required year under
cti<)n 144 01 charttl Act 201Kthe Chwiiies Act) that •n Indty0ndt ex4yrticXj IS
neede(I It is my respthtsibility to:
examine acCotS under section 145 d the ch'tieS Act
to tollow proc0dur laid down In thr 8•fbOr•l t'r•ctions 8lv•n by th• Chrity
Commission (under section 14515Xb) ol t1 Cherities ACL
to 81ate whethw pWtIcBr mottern hthve c