The Parochial Church Council of the Ecclesiastical Parish of St Andrew Bishopthorpe (Registered Charity 1161767)
Annual Report and Accounts For the year to 31 December 2021
The Parochial Church Council of the Ecclesiastical Parish of St Andrew Bishopthorpe (Registered Charity 1161767)
|**INDEX**
**PAGE**|
|---|
|MEMBERS REPORT ................................................................................................ 1‐5|
|INDEPENDENT EXAMINER’S REPORT..................................................................... 6|
|RECEIPTS AND PAYMENTS ACCOUNT .................................................................... 7|
|ASSETS AND LIABILITIES ........................................................................................ 8|
|NOTES TO THE ACCOUNTS .................................................................................... 9‐12|
The Parochial Church Council of the Ecclesiastical Parish of St Andrew Bishopthorpe MEMBERS’ REPORT FOR THE YEAR TO 31 DECEMBER 2021
## **ADMINISTRATIVE INFORMATION**
St Andrew's Church is situated on Church Lane, Bishopthorpe. It is in the Diocese of York within the Church of England. The correspondence address is The Parish Office, St Andrew’s Church Hall, Church Lane, Bishopthorpe, YO23 2QG.
The Parochial Church Council (PCC) is a charity registered with the Charity Commission. The Charity Commission Registration Number is 1161767. The members confirm that the Charity has complied with its duty to have regard to the guidance on public benefit published by the Charity Commission.
Monthly PCC meetings until July were held via Zoom, including the APCM on Sunday 16th May. There is no August meeting due to so many being away. The remaining monthly meetings were held in the church and latterly the large meeting room in the church hall.
Members are elected at the APCM and/or co‐opted through the year as required:
- Ann Cox (representative on Deanery Synod)
- Mark Murfin (Finance Chair)
- Antony Spreckley (Treasurer until Jan 31 2021)
- Sam Powell
- Andrene Watson
- Romy Dunn
- Sally Sutton
- Martin Sutton
- Matt Probert (Representative on Deanery Synod)
- Judy Probert
- Krysia Clack
Ex Officio members:
- Incumbents:
Revd. Simon Bray, Priest‐in‐Charge. (Shared **) Ven. John Day, Assistant Curate. (Shared **)
- Reader with PTO _Permission to Officiate_ : Tom Whaley
- Churchwarden: Steve Hall
- Safeguarding Officer: Helen Cole
- Banking transaction approver: Brian Mellors (retired churchwarden)
PCC Secretary:
Linda Brown (resigned from the PCC July 31 2021)
In lieu of no Treasurer to take over from our retiring Treasurer, the PCC appointed HPH Chartered Accountants, 54 Bootham, York. YO30 7XZ.
** Shared with St Chad’s and St Clements, York, from Wednesday 14[th] July 2021. Bishopthorpe was in vacancy from 1[st] January 2021 following Canon Rev. Chris Coates retirement on 31[st] December 2020.
1
The Parochial Church Council of the Ecclesiastical Parish of St Andrew Bishopthorpe MEMBERS’ REPORT FOR THE YEAR TO 31 DECEMBER 2021
## **STRUCTURE, GOVERNANCE AND MANAGEMENT**
The Parochial Church Council is a corporate body established by the Church of England. The PCC operates under the Parochial Church Council Powers Measure.
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.
## **OBJECTIVES AND ACTIVITIES**
The object of the PCC is to co‐operate with the priest‐in‐charge in promoting in the Parish of St Andrew Bishopthorpe and across the newly‐formed benefice of St Andrew's Bishopthorpe, St Chad's York and St Clement's York, i.e. the ‘Bishopthorpe Road Parishes’, the whole mission of the Church – pastoral, evangelistic, social and ecumenical. And to continue our ecumenical relationship with Bishopthorpe Methodist church.
The PCC is responsible for:
- the financial management of the church;
- the care and maintenance of the church fabric;
- the care and maintenance of the church hall.
The PCC has powers under the Parochial Church Councils (Powers Measure) 1956 to enable it to discharge its duties by:
- acquiring, managing and administering property for ecclesiastical purposes affecting the parish;
- formulating and approving an annual budget for maintenance of church work;
- making representation to the Archbishop with regard to matters affecting the welfare of the parish.
2
The Parochial Church Council of the Ecclesiastical Parish of St Andrew Bishopthorpe MEMBERS’ REPORT FOR THE YEAR TO 31 DECEMBER 2021
## **ACHIEVEMENTS AND PERFORMANCE (Review of the Year)**
**Electoral Roll** . There are 85 names on the electoral roll.
During the year the full PCC met 11 times: 11[th] January, 8[th] February, 8[th] March, 12[th] April, 10[th] May, 7th June, 5th July, 6th September, 4th October, 1st November, 6th December. The standing committee met jointly with the standing committees of St Chad’s and St Clements to work on the appointment procedure for the new vicar. Since July there have been joint meetings on two occasions: 16[th] September and 22[nd] November. The Finance Committee met twice: 17th May and 15th November. Reports were received by the full PCC.
## **Sunday average attendance**
9 Sunday services were held during the first four weeks of October, on which the annual count is based: three 10.30 Holy Communions, one 9am traditional Communion, one 10.30 Praise Service and four "Refresh" café church services. Average attendance 28 adults, 2 children.
## **List of Sunday Services, recorded, streamed and live (in‐person)**
Sunday services were recorded and made available on YouTube throughout the period when Worship in person was not possible. Since the resumption of meeting for worship recording has continued for those unable to attend.
Sunday services resumed following the interruption of the pandemic, beginning with weekly 10.30 Communions and 6.30pm meetings of Refresh, the cafe church. In the autumn of 2021 a monthly traditional Holy Communion service was restored at 9am.
## **List of weekday Services**
A monthly midweek Holy Communion resumed in the autumn, in addition to monthly Holy Communions held at Quench, a cafe hosted by the Methodist Church.
## **Metrics:**
|Baptisms:|10|
|---|---|
|Confirmation candidates:|0|
|Weddings:|1|
|Funerals in Church:|9|
|Average Weekly Attendance:|28 adults, 2 children|
|Easter Communicants/Worshippers:|25 / 37|
|Christmas Eve Communicants:|N/A (no Holy Communion due to COVID)|
|Christmas Eve Attendants:|202 at outdoor Christingle|
|Christmas Day Communicants:|20|
|Christmas Day Worshippers:|20 adults + no children|
|Total Attendance at Services as above:|140 adults + 62 children (best estimate)|
3
The Parochial Church Council of the Ecclesiastical Parish of St Andrew Bishopthorpe MEMBERS’ REPORT FOR THE YEAR TO 31 DECEMBER 2021
## **Church Activities**
The church activities were in the context of a significant transition, as Bishopthorpe parted company with the three parishes of Holy Trinity Acaster Malbis, St John Acaster Selby and All Saints Appleton Roebuck and became part of a new grouping with St Chad's, York and St Clement's, York, with a new clergy team of Simon Bray and John Day, having bid a fond farewell to Chris Coates and Pam MacNaughton.
Joint activities included a Consultation Day in October and the relaunch of St Clement's Community Connect, an internet cafe hosted by St Clement's and run by a team from the three churches plus other agencies.
In the parish, St Andrew's had a stall at the Autumn Village Fair.
DangerZone and Summit, which had met on Zoom throughout the pandemic, returned once again to meeting in person on Friday evenings.
We had a very successful Good Friday families trail.
St Andrew’s church bell ringers’ resumed Friday practices and service ringing at the start of August, having not rung in person since March 2020. They continued weekly practices online using Ringing‐Room and Zoom during that period.
The Church Hall began to be used by church and hirers once more.
After 8s, house groups and St Andrew's Fellowship continue to provide support and nurture for people in their faith.
Archbishop of York's Junior School held a number of special services in the church during the year.
St Andrew's also hosted the Yorkshire Agricultural Society's Harvest Festival.
## **FINANCIAL REVIEW**
During the year voluntary and fundraising income decreased by £2,157 and £777 respectively, whilst the income from church activities increased by £5,564 as more weddings, funerals and cremations were held.
The church contributed £30,000 to the diocesan parish which largely provides the stipends and housing for the clergy. This equated to 47% of the total income they received.
The church has excess of receipts over payments of £8,574 only due to income from investment sales and loan repayments. Excluding these receipts, the church cash funds decreased by £12,126 in 2021 and £10,214 in 2020.
The level of funds held in the general purpose fund is £65,770 which equates to between 10‐11 months of expenditure.
4
The Parochial Church Council of the Ecclesiastical Parish of St Andrew Bishopthorpe MEMBERS’ REPORT FOR THE YEAR TO 31 DECEMBER 2021
## **RESERVES POLICY**
Money should only be kept in reserve for specific reasons – whilst the Bible clearly indicates that we should not hoard it is also clear that sensible planning for known events and responsibly for others is important.
- The PCC already has in place restricted and unrestricted reserved funds allocation as shown in the accounts.
- The PCC’s main financial concern is to reduce the current annual financial deficit. Following a significant legacy in 2012‐13 the PCC had agreed planned losses to help with the development of the church in the Bishopthorpe community. Due to a previous years’ increase in the Diocese of York Free Will Offering, an unplanned significant reduction in planned giving, and a loan of £54,000 to Bishopthorpe Old Church School, the annual losses are depleting the churches reserves at too high a rate.
- Various initiatives are now being taken to reduce the annual deficit.
- It was felt appropriate to keep three months general running costs in the general‐ purpose fund £18,960.
Policy: It is the policy of this church to keep three months running costs, in the general fund, to cover unforeseen emergencies. Initiatives are being taken to increase funding to the church. A strict policy that no expenditure will be incurred unless a higher benefit will be the direct result.
## **Advisors**
**Investment Managers:** CCLA Investment Management Limited, Senator House, 85 Queen Victoria Street, London
**Bankers:** CAF Bank **,** Santander, Shawbrook Bank
**Accountants:** HPH, 54 Bootham, York, YO30 7XZ
**Independent Examiner:** Martin Prime, 23 Montague Road, Bishopthorpe, YO23 2SP
Approved by the Members on 21 February 2022 and signed on behalf of the Charity by:
……………………………………………………………. Simon Bray ‐ (PCC Chair)
5
## **INDEPENDENT EXAMINER’S REPORT TO THE TRUSTEES OF THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST ANDREW BISHOPTHORPE**
I report to the trustees on my examination of the accounts of The Parochial Church Council of the Ecclesiastical Parish of St Andrew Bishopthorpe (“the PCC”) for the year ended 31 December 2021.
This report is made solely to the PCC’s trustees, as a body, in accordance with section 154 of the Charities Act 2011. My independent examination work has been undertaken so that I might state to the PCC’s trustees those matters I am required to state to them in an Independent Examiner’s Report and for no other purpose. To the fullest extent permitted by law, I do not accept or assume responsibility to anyone other than the PCC and the PCC’s trustees as a body, for my independent examination work, for this report, or for the opinions I have formed.
## **Responsibilities and basis of report**
As the charity trustees of the PCC you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (‘the Act’) and the Church Accounting Regulations 2006 (‘the regulations’).
I report in respect of my examination of the PCC’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act. My examination was also carried out in accordance with the terms found in the Church guidance, 2006 edition, issue by the Finance Division of the Archbishops’ Council.
## **Independent examiner’s statement**
I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:
1. accounting records were not kept in respect of the PCC as required by section 130 of the 2011 Act; or
2. the accounts do not accord with those records.
I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.
Martin Prime ACMA
21 February 2022
6
**THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL OF ST ANDREW BISHOPTHORPE**
## **RECEIPTS AND PAYMENTS ACCOUNT**
## **FOR THE YEAR ENDED 31 DECEMBER 2021**
|||**Unrestricted**|**Unrestricted**|**Restricted**|**Restricted**||**Total**|**Total**||
|---|---|---|---|---|---|---|---|---|---|
||**Note**||**Funds**||**Funds**||**Funds**|||
||||||||**2021**||**2020**|
|**Receipts**|||**£**||**£**||**£**||**£**|
|Voluntary Income||||||||||
|Planned giving|||14,253||‐||14,253||19,917|
|Collections at services|||3,756||‐||3,756||5,301|
|All other giving/voluntary receipts|3(a)||9,854||6,594||16,448||9,563|
|Gift aid recovered|||4,161||‐||4,161||5,169|
||||32,024||6,594||38,618||39,950|
|Activities for generating funds|3(b)||7,383||‐||7,383||8,112|
|Investment income|3(c)||407||‐||407||956|
|Church activities|3(d)||7,026||33||7,059||1,462|
|Other incoming resources|3(e)||10,244||‐||10,244||10,625|
||||57,084||6,627||63,711||61,105|
|Investment sale|||15,000||‐||15,000||‐|
|Loan receipts|||5,700||‐||5,700||4,800|
|**Total Receipts**|||77,784||6,627||84,411||65,905|
|**Payments**||||||||||
|Church activities||||||||||
|Diocesan parish contribution|||30,000||‐||30,000||30,000|
|Clergy costs|||239||‐||239||2,179|
|Church running expenses|4(a)||25,051||6,594||31,645||33,154|
|Hall running costs|4(b)||11,870||‐||11,870||6,605|
|Governance costs|4(c)||1,948||‐||1,948||42|
|Fundraising costs|||135||‐||135||‐|
|**Total Payments**|||69,243||6,594||75,837||71,980|
|**Excess of receipts over payments/(payments over**||||||||||
|**receipts)**|||8,541||33||8,574||(6,075)|
|**Transfer between funds**|||‐||‐||‐||‐|
|**Bank balances brought forward at 1 January**|||96,671||9,455||106,126||112,201|
|**Bank balances carried forward at 31 December**||**£**|**105,212**
|**£**|**9,488**
|**£**|**114,700**
|**£**|**106,126**|
7
**THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL OF ST ANDREW BISHOPTHORPE**
## **STATEMENT OF ASSETS AND LIABILITIES**
## **AS AT 31 DECEMBER 2021**
|**Current Assets ‐ Bank Balances**
Short term deposits
Cash at bank
Funds held as agent
**Fixed Assets**
Church Hall
(valued September 1998)
**Investment Assets**
CBF investment fund income shares
at market value
**Other Monetary Assets**
Long term loan
Debtor
**Assets retained for church use**
**Liabilities**
Creditors for church activities payments|**Unrestricted**
**Restricted**
**Funds**
**Funds**
**2021**
**2020**
**£**
**£**
**£**
**£**
78,096
‐
78,096
77,923
27,349
9,488
36,837
29,458
(233)
‐
(233)
(1,255)
**Total Funds**|
|---|---|
||**105,212**
**9,488**
**114,700**
**106,126**|
||147,646
‐
147,646
147,646|
||95,673
‐
95,673
95,000|
||38,993
‐
38,993
44,693
347
‐
347
‐|
||39,340
‐
39,340
44,693|
||**387,871**
**£**
**9,488**
**£**
**397,359**
**£**
**393,465**
**£**|
||760
‐
760
367|
||**760**
**£**
**‐**
**£**
**760**
**£**
**367**
**£**|
Approved by the Parochial Church Council on 21 February 2022 and signed on its behalf by
………………………………… Simon Bray ‐ PCC Chair
8
**THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL OF ST ANDREW BISHOPTHORPE**
## **NOTES TO THE FINANCIAL STATEMENTS**
## **FOR THE YEAR ENDED 31 DECEMBER 2021**
## **1. Accounting Policies**
The financial statements have been prepared in accordance with the Church Accounting Regulations 2006, using the receipts and payments basis.
## **2. Funds**
General purpose funds represent the funds of the PCC that are not subject to any restrictions regarding their use and are available for application on the general purposes of the PCC. Restricted funds represent income which is to be expended on the restricted purposes intended by the donor or for a specific PCC activity intended by the donor.
## **Analysis of Funds**
|**Restricted funds**
Churchyard maintenance fund
Church hall capital fund
Church building inprovement fund
Bellringing fund
Margaret Jones youth fund
Music & choir fund
Sanctuary fund
Vicar's discretionary fund|**B/F**
**C/F**
**01.01.21**
**Receipts**
**Payments**
**Transfer**
**31.12.21**
500
982
982
‐
500
‐
1,440
1,440
‐
‐
‐
4,172
4,172
‐
‐
4,485
33
‐
‐
4,518
698
‐
‐
‐
698
2,205
‐
‐
‐
2,205
302
‐
‐
‐
302
1,265
‐
‐
‐
1,265|
|---|---|
||9,455
£
6,627
£
6,594
£
‐
£
9,488
£|
All the restricted funds held above relate to income received for the maintenance of various parts of the church or specific activities.
During the year funds were received from Feoffes charity to pay for large repair costs for the church and hall.
9
**THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL OF ST ANDREW BISHOPTHORPE**
## **NOTES TO THE FINANCIAL STATEMENTS**
## **FOR THE YEAR ENDED 31 DECEMBER 2021**
## **2. Funds ‐ continued**
|**Designated funds**
Accumulated fund ‐ hall value
Church building inprovement fund
Church repair fund
Churchyard maintenance fund
Church hall fund
Car park fund
Kneeler fund
Margaret Jones youth fund
Church repair fund ‐ sound system
Organ fund
Sanctuary fund
Mission fund
**Unrestricted undesignated funds**
General purpose fund
Investment value fund
Movements between cash and assets
**Total funds**|**B/F**
**C/F**
**01.01.21**
**Receipts**
**Payments**
**Transfer**
**31.12.21**
147,958
‐
‐
(312)
147,646
69,167
‐
‐
‐
69,167
26,299
‐
1,145
‐
25,154
12,775
343
3,504
‐
9,614
166
40
‐
‐
206
9,813
648
‐
‐
10,461
748
‐
‐
‐
748
8,923
‐
‐
‐
8,923
374
‐
‐
‐
374
5,932
‐
73
‐
5,859
7
‐
‐
‐
7
4,750
‐
‐
‐
4,750|
|---|---|
||£ 286,912
£ 1,031
£ 4,722
£(312)
£ 282,909|
||68,514
76,753
64,521
(14,976)
65,770
28,584
15,673
‐
(5,412)
38,845
‐
(20,700)
‐
20,700
‐|
||£ 97,098
£ 71,726
£ 64,521
£ 312
£ 104,615|
||**£ 393,465**
**£ 79,384**
**£ 75,837**
**‐**
**£**
**£ 397,012**|
10
**THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL OF ST ANDREW BISHOPTHORPE**
## **NOTES TO THE FINANCIAL STATEMENTS**
## **FOR THE YEAR ENDED 31 DECEMBER 2021**
||**Unrestricted**|**Restricted**|**Total**|**Funds**|
|---|---|---|---|---|
||**Funds**|**Funds**|**2021**|**2020**|
|**3. Receipts**|**£**|**£**|**£**|**£**|
|**3(a) All other giving/voluntary receipts**|||||
|Donations|2,099|‐|2,099|596|
|Grants ‐ Feoffees (Church Insurance)|4,446|‐|4,446|3,531|
|Grants ‐ Repairs|‐|6,594|6,594|5,436|
|Grants ‐ Furlough|3,309|‐|3,309|‐|
||9,854|6,594|13,139|9,563|
|**3(b) Activities for generating funds**|||||
|Events|528|‐|528|1,301|
|St Crux|1,142|‐|1,142|‐|
|Gift day|‐|‐|‐|1,897|
|Hospitality|‐|‐|‐|96|
|Chuch centre lettings|49|‐|49|25|
|Rent ‐ Car park|648|‐|648|600|
|Hall Letting Income|5,016|‐|5,016|4,193|
||7,383|‐|7,383|8,112|
|**3(c) Income from investments**|||||
|Bank and CCLA Deposit Fund interest|407|‐|407|956|
||407|‐|407|956|
|**3(d) Income from church activities**|||||
|Fees for weddings and funerals|7,026|33|7,059|1,152|
|Dare to dream income|‐|‐|‐|310|
||7,026|33|7,059|1,462|
|**3(e) Other incoming resources**|||||
|Mobile mast income|9,582|‐|9,582|9,583|
|Reimbursement of Expenses|‐|‐|‐|574|
|Paper Recycling|256|‐|256|462|
|Other|406|‐|406|6|
||10,244|‐|10,244|10,625|
11
**THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL OF ST ANDREW BISHOPTHORPE**
## **NOTES TO THE FINANCIAL STATEMENTS**
## **FOR THE YEAR ENDED 31 DECEMBER 2021**
|**4. Payments**
**4(a) Church running costs**
Property costs
‐ Church insurance
‐ Utilities
‐ Church cleaning
‐ Fabric maintenance and repairs
‐ Church yard maintenance
Sanctuary costs
Director of Music and other music costs
Salary costs
Telephone
Printing stationery and books
School books and bibles
Photocopying
Sundry expenses
Legal and professional fees
Church member expenses
Bank charges
Grants and deanery offering
**4(b) Hall running costs**
Refuse collection
Cleaning ‐ staff
Cleaning ‐ other expenses
Electricity
Gas
Water
Repairs and maintenance
Booking secretary salary and expenses
Insurance
Sundry expenses
**4(c) Governance costs**
Accountancy fees
Treasurer's expenses|**Unrestricted**
**Restricted**
**Funds**
**Funds**
**2021**
**2020**
**£**
**£**
**£**
**£**
4,445
‐
4,445
3,531
3,359
‐
3,359
2,735
1,321
‐
1,321
1,708
1,246
5,612
6,858
2,141
3,504
982
4,486
9,037
811
‐
811
336
967
‐
967
1,939
380
‐
380
5,314
787
‐
787
655
1,751
‐
1,751
2,001
500
‐
500
477
2,288
‐
2,288
1,795
282
‐
282
592
1,364
‐
1,364
682
125
‐
125
151
121
‐
121
60
1,800
‐
1,800
‐
**Total Funds**|
|---|---|
||25,051
6,594
31,645
33,154|
||149
‐
149
75
4,062
‐
4,062
2,015
318
‐
318
497
923
‐
923
565
1,142
‐
1,142
849
1,489
‐
1,489
670
786
‐
786
435
2,697
‐
2,697
1,418
‐
‐
‐
75
304
‐
304
6|
||11,870
‐
11,870
6,605|
||1,948
‐
1,948
‐
‐
‐
‐
42|
||1,948
‐
1,948
42|
12