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2021-12-31-accounts

The Parochial Church Council of the Ecclesiastical Parish of St Germains Edgbaston

Financial Statements For the year ended 31 December 2021

charity number: 1164749

THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST GERMAINS EDGBASTON

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 DECEMBER 2021

The trustees present their report with the financial statements of the charity for the year ended 31 December 2021. The trustees have adopted the provisions of Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland, FRS 102, effective 1 January 2019.

ADMINISTRATIVE INFORMATION

St Germains Church is a local church of the Church of England, and is a member church of the Synod of the Church of England. It was registered on 08 December 2015 as Charity Number 1164749.

St Germains Church is situated at City Road, Edgbaston, Birmingham B17 8LE, 0121 429 3431, office@stgermains.org.uk The Church Office is normally open Monday to Friday 9am-5pm.

The members of the PCC for the time being are recognised as the charity trustees. Those who served from 1st January 2021 until the date this report was approved are:

Rev Sarah Hayes
Blessing Jegede (reader rep)
Margaret Strong (secretary)
Heather Griffiths to 6 June 2021
Jonathan Miles (treasurer)
Rajiv Garg to 6 June 2021
Bridget Hathaway (deanery synod)
John Hopkins (warden)
Dr David Child (deanery synod)
Dr Ruth Arrand to 6 June 2021
Comforter Zibwowa
Richard Eaton (warden)
Heather Baseley
Brenda Okello
Dr Lloyd Edwards
Ruth Miller (deanery synod)
Anjani Contractor
Libby Golding
Linda Germain
Henry Davies from 6 June 2021
Ying Gu from 6 June 2021
Annie Routley from 6 June 2021
Rev Samantha Sieber from 26 June 2021

The Church building and the vicarage at Portland Road, Edgbaston, Birmingham are vested in Church of England Birmingham Diocese as trustees and held for the benefit of Church of England in accordance with the trusts applicable to Church of England properties.

STRUCTURE, GOVERNANCE AND MANAGEMENT

The activities of St Germains Church are overseen by the PCC of the Church in accordance with the provisions of The Structure of the Church of England determined by the Church of England, and supplemented by the rules of St Germains Church. The governing document of the registered charity is a statement adopted by the Church Meeting it is the Parochial Church Council Powers Measure (1956) as amended and church representation rules that came into force on 2nd January 1957.

The PCC is responsible for the financial administration of the Church, and the care and maintenance of Church premises and the manse. The Church Meeting (of all members wishing to attend) gives general guidance on the life and work of the Church.

Page 1

THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST GERMAINS EDGBASTON

The members of the PCC are the minister in pastoral charge, two church wardens, three deanery synod representatives, a reader representative and up to 12 other members (from whom the secretary and treasurer are taken) of St Germains Church nominated and elected by the members of St Germains Church in Church Meeting. PCC members serve for 3 years, retire by rotation and are eligible for re-election.

There is no limit on the number of consecutive periods of service. The members of the PCC are the trustees of the registered charity during their period of service as members of PCC.

The PCC met 11 times during the year. It is assisted in the administration of the Church and its property by committees. The Church Meeting met annually.

OBJECTIVES AND ACTIVITIES

Promoting in the ecclesiastical parish the whole mission of the church.

As a local congregation of the Church of England, St Germains Church seeks to advance the Christian religion through its activities and the facilities offered to the community by its building, and described more specifically in its mission statement as the advancement of the Christian religion by the pronouncement of the Gospel of Jesus Christ.

The PCC is aware of the Charity Commission's guidance on public benefit in "The Advancement of Religion for the Public Benefit" and has regard to it in the administration of the Church.

The PCC believes that, the Church provides benefit to the public by:

intellectual development, both for the congregation and for anyone else who wishes to benefit from what the • promoting Christian values and service by members of the congregation to the community, for the benefit of individuals and society as a whole.

FINANCIAL REVIEW

The Statement of Financial Activities shows total incoming resources for the year ended 31 December 2021 of £320,085 (2020: £521,148) and total resources expended of £544,672 (2020: £257,056) thereby realising an overall deficit for the year of £218,098 (2020: surplus of £267,460) after allowances for net gains/losses on investments. As a result, closing net assets have decreased to a level of £390,734 (2020: £608,831).

Unrestricted Funds:

Ideally, the PCC would wish to have in hand an amount equal to at least 3 months’ regular expenditure as "free" reserves, to meet future shortfalls in income or unexpected expense. The balance at 31 December 2021 represents 6/7 months of budgeted expenditure for 2022. Uncertainties due to Covid-19 restrictions place some level of difficulty on being sure of this value.

Designated and Restricted Funds:

There are a number of designated and restricted funds. These occur when monies have been provided for a specific purpose. These include the Jubilee Fund (to support those in extreme hardship), Wellbeing (to support those with mental health problems), Community Outreach Missioner (connecting people in the community into the life of the Church), Hall Refurbishment (to support the refurbishment of the hall, this was completed in 2021), Covid 19 Response Food Hub (to provide food for those in severe hardship due to the pandemic), Building Project Fund (to support the construction of a building linking the church to the hall. This work is ongoing in 2021 and expected to be completed in 2022), Mission Partners fund (to support the work of mission partners), Charities Fund (to pay monies to selected charities), Heating System fund (to support the provision of a new heating system for the church).

Page 2

THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST GERMAINS EDGBASTON

Independent Examiners Report to the PCC of St Germains Edgbaston

This report on the financial statements of the PCC for the year ended 31 December 2021, which are set out on pages 4 to 11, is in respect of an examination carried out in accordance with s145 of the Charities Act 2011 ("the Act").

Respective responsibilities of the PCC and the examiner

As members of the PCC you are responsible for the preparation of the financial statements: you consider that the audit requirements of section 144 (2) of the 2011 Act do not apply and that an independent examination is needed.

It is my responsibility to:

Basis of this report

My examination was carried out in accordance with the General Directions given by the Charity Commission. An examination includes a review of the accounting records kept by the PCC and a comparison of the financial statements with those records. It also includes considering any unusual items or disclosures in the financial statements and seeking explanations from you as trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently I do not express an audit opinion on the view given by the financial statements.

Independent examiner's statement

In connection with my examination, no matter has come to my attention:

n to keep accounting records in accordance with section 130 of the 2011 Act: and

n to prepare financial statements which accord with the accounting records and comply with the requirements of the Act have not been met: or

2 to which, in my opinion , attention should be drawn in order to enable a proper understanding of the financial statements to be reached.

James Cruse ACA, FCCA

JW Hinks LLP Chartered Accountants 19 Highfield Road Edgbaston Birmingham B15 3BH

Date …..........................................

Page 3

THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST GERMAINS EDGBASTON (charity number: 1164749)

Balance Sheet as at 31 December 2021

FIXED ASSETS
Note
Tangible fixed assets
5a
Investment assets
5b
CURRENT ASSETS
Debtors
7
Short term deposits - CBF
Diocese re decoration
Cash at bank and in hand
9
TOTAL CURRENT ASSETS
LIABILITIES : AMOUNTS FALLING
8
DUE WITHIN ONE YEAR
TOTAL NET ASSETS
FUNDS
Restricted
6a
Unrestricted - designated
6b
Unrestricted
6c
TOTAL FUNDS
2021
£
-
59,814.23
26,681.22
36,018.13
93.91
269,831.34
332,624.60
1,705.00
.
390,733.83
64,739.80
51,569.05
274,424.98
390,733.83
2020
£
-
53,325.59
11,654.76
36,018.01
93.91
509,384.22
557,150.90
1,645.00
608,831.49
209,139.71
135,357.10
264,334.68
608,831.49

Approved by the Parochial Church Council on …............................. and signed on its behalf by:

-------------------------------------------------------------------------------Reverend Sarah Hayes

Accepted by the APCM on and signed on its behalf by:-


Page 4

THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST GERMAINS EDGBASTON

Statement of Financial Activities for the year ended 31 December 2021

Note
Income from
Donations and Legacies
Voluntary income
2a
Other voluntary incoming resources
2b
Charitable activities
2c
Investments
2d
Total incoming resources
Expenditure on
Charitable activities directly relating to the
work of the church
3a
Raising funds
3b
Other
Governance costs
3c
Grants
3d
Total outgoing resources
Net gains/(losses) on investments
-realised
-unrealised
5b
Net Income/(Expenditure)
Transfers between funds
6d
Net Movement in funds
Balances brought forward at
1 January 2021
Balances carried forward at
31 December 2021
Unrestricted
Restricted
Total
Total
Funds
Funds
2021
2020
£
£
£
£
103,073.21
30,195.39
133,268.60
144,499.92
76,179.75
110,231.64
186,411.39
196,370.42
(1,155.48)
-
(1,155.48)
6,852.16
1,560.92
-
1,560.92
173,425.06
179,658.40
140,427.03
320,085.43
521,147.56
245,869.26
-
245,869.26
157,139.85
-
-
-
-
10,324.44
40,229.40
50,553.84
36,776.61
3,986.00
244,262.63
248,248.63
63,139.22
260,179.70
284,492.03
544,671.73
257,055.68
-
-
-
-
6,488.64
-
6,488.64
3,368.14
(74,032.66)
(144,065.00)
(218,097.66)
267,460.02
334.91
(334.91)
-
-
(73,697.75)
(144,399.91)
(218,097.66)
267,460.02
399,691.78
209,139.71
608,831.49
341,371.47
325,994.03
64,739.80
390,733.83
608,831.49

Page 5

THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST GERMAINS EDGBASTON

Notes to the financial statements for the year ended 31 December 2021

Note 1 Accounting policies

The financial statements have been prepared in accordance with the Church Accounting regulations 2006 together with applicable accounting standards and the Charities SORP. The financial statements have been prepared under the historic cost convention except for the valuation of investment assets, which are shown at market value.

Funds

General funds represent the funds of the PCC which are not subject to any restrictions regarding their use and are available for application on the general purposes of the PCC. Funds designated for a particular purpose by the PCC are also unrestricted. The accounts include all transactions, assets and liabilities for which the PCC is responsible in law. They do not include the accounts of church groups which are informal gatherings of church members.

Income from

Voluntary income and capital sources

Collections are recognised when received by or on behalf of the PCC. Income tax recoverable on gift aid donations is recognised when income is recognised. Grants and legacies to the PCC are accounted for as soon s the PCC is notified of its legal entitlement and the amount due.

Funds raised by fete, garden party and similar events are accounted for gross.

Other ordinary income

Rental income from the letting of church premises is recognised when the rental is due.

Income from investment

Dividends and interest are accounted for when receivable. Tax recoverable on such income is recognised in the same accounting year.

Net gains/(losses) on investments

Realised gains and losses are recognised when investments are sold. Unrealised gains or losses are accounted for on revaluation of investments at 31 December.

Expenditure on

Grants

Grants and donations are accounted for when paid over, or when awarded, if that award creates a binding obligation on the PCC.

Activities directly relating to the work of the church

The diocesan common fund is accounted for when payable. Any common fund unpaid at 31 December is provided for in these accounts as an operational (though not a legal) liability and is shown as a creditor in the Balance Sheet.

Fixed Assets

Consecrated land and building and moveable church furnishings

Consecrated and beneficial property is excluded from the accounts by a s96(2)(a) of the Charities Act 2011. No value is placed on moveable church furnishings held by the churchwardens on special trust for the PCC and which they require a faculty for disposal, since the PCC considers this to be inalienable property. All expenditure incurred during the year on consecrated or benefice buildings and moveable church furnishings, whether maintenance or improvement, is written off as expenditure in the SOFA and separately disclosed.

Other fixtures, fittings and office equipment

Equipment used within the church premises is depreciated on a straight line basis over 4 years. Individual items of equipment with a purchase price of £2,500 or less are written off when the asset is acquired.

Investments

Investments are valued at market value at 31 December.

Current assets

Amounts owing to the PCC at 31 December in respect of fees, rents or other are shown as debtors less provision for amounts that may prove uncollectable.

Short term deposits include cash held on deposit either with the CBF Church of England Funds or at the bank.

Page 6

THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST GERMAINS EDGBASTON

Notes to the financial statements for the year ended 31 December 2021

Note

2
Income from
2a
Voluntary Income
Planned giving
Donations incl. gift aid
Agency
Plate collections
Total Restricted income includes:-
2021
Mission Giving
7,823.15
Vicarage Decoration
1,000.00
Special Collections
-
Jubilee Fund
10,795.09
Building Fund
6,710.00
Charity Donations
3,867.15
30,195.39
2b
Other voluntary incoming resources
Sundry income
Grant re administrator (St Martins)
AiTC & Grantham Yorke Childrens Work
Community Outreach Missioner
Hall Refurbishment
Covid-19 Response Food Hub
Wellbeing
Charities Trust
Building Fund
2c
Activities for generating funds
Church hall lettings
Fees funerals/weddings
2d
Income from investments
Dividends and interest (including
reclaimable tax)
Gain of sale of land
TOTAL INCOMING RESOURCES
incl. gift aid
2021
7,823.15
1,000.00
-
10,795.09
6,710.00
3,867.15
Unrestricted Restricted
Total
Total
funds
funds
2021
2020
£
£
£
£
94,908.29
30,195.39
125,103.68
136,398.37
5,700.00
-
5,700.00
6,900.00
2,464.92
-
2,464.92
1,201.55
103,073.21
30,195.39
133,268.60
144,499.92
2020
9,722.30
-
110.00
6,876.00
42,471.99
3,751.66
62,931.95
7,912.17
1,300.00
9,212.17
2,976.75
-
32,826.48
32,826.48
30,789.32
-
-
-
(4,650.00)
1,000.00
-
1,000.00
23,225.00
3,000.00
-
3,000.00
75,000.00
10,594.00
-
10,594.00
39,029.35
49,473.58
2,000.00
51,473.58
19,200.00
4,200.00
-
4,200.00
-
-
74,105.16
74,105.16
10,800.00
76,179.75
110,231.64
186,411.39
196,370.42
(2,012.88)
-
(2,012.88)
5,594.16
857.40
-
857.40
1,258.00
(1,155.48)
-
(1,155.48)
6,852.16
1,560.92
-
1,560.92
1,800.59
-
-
-
171,624.47
1,560.92
-
1,560.92
173,425.06
179,658.40
140,427.03
320,085.43
521,147.56

Page 7

THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST GERMAINS EDGBASTON

Notes to the financial statements for the year ended 31 December 2021 Note

3 Expenditure on

3 Expenditure on
Unrestricted Restricted Total Total
funds funds 2021 2020
£ £ £ £
3a Charitable activities directly relating to the work of the Church
Ministry:
Common fund
38,522.00 - 38,522.00 37,334.00
Vicarage costs 560.14 - 560.14 263.14
Church running costs 11,658.88 - 11,658.88 9,973.25
Church maintenance and capital projects 4,566.24 - 4,566.24 5,251.55
Service costs 2,431.60 - 2,431.60 1,839.07
Teaching 270.52 - 270.52 34.99
Outreach
hut (inc maintenance)
- - - 209.64
Outreach
general
2,358.02 - 2,358.02 1,488.97
Community outreach mission 21,393.79 - 21,393.79 4,246.51
Church hall running costs and maintenance 4,540.84 - 4,540.84 9,553.40
Curate house costs 5,652.19 - 5,652.19 -
Wedding/funeral fees
Paid to diocese
- - - 70.00
Covid-19 Response Food Hub 23,838.08 - 23,838.08 31,107.26
Wellbeing counsellor and assistant 43,458.03 - 43,458.03 16,690.44
Music facilitator 1,974.00 - 1,974.00 -
Church Fabric expenditure 84,644.93 - 84,644.93 38,483.63
Professional fees re building - - - 594.00
245,869.26 - 245,869.26 157,139.85
3b Raising funds - - - -
3c Governance costs
Administrator - 33,031.59 33,031.59 28,051.28
Office expenses 8,764.44 7,197.81 15,962.25 6,725.33
Independent examiner and professional fees 1,560.00 - 1,560.00 2,000.00
10,324.44 40,229.40 50,553.84 36,776.61
3d Grants
Mission and charitable giving:
Mission partners and their societies 250.00 9,550.00 9,800.00 4,700.00
Charities - - - 4,000.00
Jubilee fund - 6,975.59 6,975.59 6,756.54
Burundi appeal 3,736.00 - 3,736.00 2,000.00
Building fund - 227,737.04 227,737.04 45,682.68
3,986.00 244,262.63 248,248.63 63,139.22

Grants are allocated:-

Mission partners following recommendations by the 'Gems' working group and approval by PCC. Distribution of tithe for overseas relief / local causes / UK charities in September following discussion and approval at PCC.

In an emergency a decision is made by standing committee. Jubilee fund at the discretion of the Vicar/ churchwardens and Jubilee fund secretary. (Guidelines have been written down).

Page 8

TOTAL RESOURCES USED

260,179.70 284,492.03 544,671.73 257,055.68

THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST GERMAINS EDGBASTON

Notes to the financial statements for the year ended 31 December 2021

Note
4
Staff Costs
Wages & Social Security Costs
(including cleaning and hall)
Total
Total
2021
2020
£
£
112,535.30
65,444.74
112,535.30
65,444.74

During the year the PCC had the services of an administrator via the Diocese payroll scheme. The remaining staff costs were supported by grants and specific donations towards particular projects.

5 Fixed Assets

5a The cost of the hall, which was completed in 1958 has been fully written off in the accounts. There are no items of operational equipment which have a value which is required to be stated in the accounts.

5b Investments - Hudson Bequest
Shares
Cash
No of
Market
Gain/loss
Total
Shares
Value
£
£
£
£
b/fwd 1 January 2021
241.89
5,443.77
53,083.70
53,325.59
Holding
CBF Investment fund
2,333.55
54,647.31
6,839.17
CBF Fixed Interest fund
3,110.22
4,925.03
(350.53)
6,488.64
Valuation at 31 December 2021
241.89
5,443.77
59,572.34
59,814.23
Total unrealised gain in year:-
6,488.64

The Hudson bequest was left to the Church in 1976. The PCC are able to 'spend' income and capital as "they think fit". We utilise the income each year. It has been the practice only to spend the capital on major capital items e.g. Church repairs.

Page 9

THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST GERMAINS EDGBASTON

Notes to the financial statements for the year ended 31 December 2021

Note 6 Analysis of net assets by fund

Note
6
Analysis of net assets by fund
6a
Restricted funds
Jubilee
Mission
- partners
Charities
Vicarage Decoration Fund
Office Manager
Climate Movement
Childrens Work
Building Fund
Total restricted funds
6b
Unrestricted - designated funds
Stay & Play
Church Fabric
Hall Fabric
Hall Refurbishment
Burundi Appeal
Covid-19 Response Food Hub
Community Outreach Missioner
Music Facilitator
Wellbeing
Heating System
Organ
Total unrestricted designated funds
01/01/2021
31/12/2021
Opening
Income
Expenditure
Transfers
Closing
£
£
£
£
£
1,971.47
10,795.09
(6,975.59)
1,589.09
7,380.06
8,104.80
7,823.15
(9,550.00)
-
6,377.95
4,348.69
3,867.15
(4,100.00)
-
4,115.84
93.91
1,000.00
-
-
1,093.91
3,384.60
34,126.48
(33,031.59)
-
4,479.49
-
2,000.00
(1,984.61)
-
15.39
2,278.44
-
(1,113.20)
(1,024.00)
141.24
188,957.80
80,815.16
(227,737.04)
(900.00)
41,135.92
209,139.71
140,427.03
(284,492.03)
(334.91)
64,739.80
93.10
-
-
-
93.10
14,414.60
-
(1,044.00)
-
13,370.60
5,201.03
-
-
(4,301.03)
900.00
63,769.36
3,500.00
(75,680.93)
8,274.07
(137.50)
3,626.00
110.00
(3,736.00)
-
-
13,014.34
20,267.40
(23,838.08)
(7,400.00)
2,043.66
18,978.49
4,200.00
(21,393.79)
-
1,784.70
-
1,000.00
(1,974.00)
974.00
-
4,507.15
51,713.10
(48,409.85)
-
7,810.40
-
6,488.61
(7,920.00)
15,880.96
14,449.57
11,753.03
-
(300.00)
(198.51)
11,254.52
135,357.10
87,279.11
(184,296.65)
13,229.49
51,569.05

The above funds have been 'earmarked' by the PCC to provide resources to meet future maintenance obligations or to facilitate the running of activities.

6c
Unrestricted - free funds
Hudson bequest (see note 5b)
J McCubbin legacy - link building
J McCubbin legacy - audio/visual
CFW
Filkins Drift
General fund
Total unrestricted free funds
The Church aims to break even each year.
12.64% of our total income in 2021.
See comments on note 5b re uses of the Hudson
TOTAL ALL FUNDS
6d
Analysis of transfers between funds
From general fund to:
Jubilee
Childrens Work
Building fund
Total from unrestricted to restricted
From Near Neighbours to Wellbeing
Net total from unrestricted to restricted
From general fund:
Church fabric
Hall refurbishment
Heating
Organ
Total from unrestricted to designated
From designated to designated or general:
From Organ to Hall Refurbishment
From Hall Fabric to Hall Refurbishment
From Covid-19 to General
From Hall Fabric to General
Total from designated to designated or general
From restricted to designated or general:
From Childrens Work to Music Facilitator
From Childrens Work to General
From Building to Hall Refurbishment
Total from restricted to designated or general
53,325.59
6,488.64
-
-
59,814.23
119,564.96
-
-
-
119,564.96
20,000.00
-
-
-
20,000.00
40,030.47
-
-
(6,174.53)
33,855.94
-
725.09
-
-
725.09
31,413.66
91,654.20
(75,883.05)
(6,720.05)
40,464.76
264,334.68
98,867.93
(75,883.05)
(12,894.58)
274,424.98
General reserves of:-
£40,464.76
represent
bequest.
608,831.49
326,574.07 (544,671.73)
0.00
390,733.83
2021
2020
1,589.09
-
300.00
-
-
115,000.00
1,889.09
115,000.00
-
(3,654.00)
1,889.09
111,346.00
-
6,000.00
5,874.53
3,000.00
15,880.96
-
-
13,000.00
21,755.49
22,000.00
198.51
-
1,301.03
13,200.00
7,400.00
-
3,000.00
-
11,899.54
13,200.00
974.00
-
350.00
-
900.00
-
2,224.00
-

Page 10

THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST GERMAINS EDGBASTON

Notes to the financial statements for the year ended 31 December 2021

Note

7 Debtors
2021 2020
£ £
Trade debtors 18,393.71 3,779.00
Prepayments and accrued interest 8,287.51 7,875.76
Total debtors 26,681.22 11,654.76
8 Liabilities: Amounts falling due within one year
Accruals and deferred income 1,705.00 1,645.00
Total creditors 1,705.00 1,645.00
9 Cash at bank and in hand
Building fund 41,135.92 188,957.80
Legacy J McCubbin 139,654.96 139,654.96
Remaining bank balance of other funds 89,040.46 180,771.46
Total cash at bank and in hand 269,831.34 509,384.22

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