## **ANNUAL REPORT AND FINANCIAL STATEMENTS** **FOR THE YEAR ENDED 31 DECEMBER 2022** ## **THE PAROCHIAL CHURCH OF ST MARY'S SHAW CUM DONNINGTON** ## **CHARITY NUMBER 1172611** Page 1 |**Contents**|**Page**| |---|---| |Trustees Annual Report|3| |Financial Report|9| |Receipts and Payment Account|12| |Statement of Assets and Liabilities|15| |Independent Examiners’ Report|16| Page 2 ## **Annual Report for the Year Ending 31[st] December 2022** The members present their annual report together with the financial statements of the PCC of St Mary’s Church for the year ended 31[st] December 2022. ## **AIMS AND PURPOSES** St Mary’s Church is situated on the northern edge of Newbury and serves the areas of Shaw, Donnington and Turnpike as well as the more rural areas, including Long Lane, to the north of the parish. The Parochial Church Council (PCC) has the responsibility to co-operate with the incumbent in ministering to the parish and achieving our aims as stated below. It also has the responsibility for the maintenance of the church building on Church Road, Shaw, including the adjoining Church Centre. The activities of the PCC are regulated by the Church of England, Diocese of Oxford. ## **OBJECTIVES AND ACTIVITIES** St Mary’s Church aims to bring the Good News of God's love to everyone in the Parish and to promote Christian fellowship, service and teaching throughout, including all the schools and residential homes. We strive to fulfil these objectives through: - A varied and inclusive pattern of Worship, Prayer and Bible Study, in church, the church centre, and schools. - Provision of pastoral care through a committed pastoral team. - A strong musical tradition and enjoyment of worshipping through music. - Youth and Family work. - Close working relationship with local schools, especially our church school (Shaw cum Donnington Primary School), the Parish Council, the Village Hall Committee and local organisations. - A welcoming and interesting programme of social activities. - Working co-operatively as members of Christians Together in the Newbury Area (CTNA) and the Newbury Deanery. - To facilitate much of our work, we are committed to looking after the fabric of St Mary's Church Shaw cum Donnington and its Church Centre Complex, which provides a wellregarded space for many community activities. ## **ACHIEVEMENTS AND PERFORMANCE** ## **Worship and Prayer** The PCC strives to meet the spiritual, emotional and practical needs of our community by offering a varied, accessible and inclusive pattern of worship, prayer and bible study throughout the week, which takes place in church, the church centre, the Rectory and primary school. Examples in 2022 included Choral Evensong services, Common Worship Family Communion, Morning Prayer Services, and Pastoral Team Services aimed at those with mobility issues. We enjoy worshipping through music and are proud of our strong musical tradition and our adult choir led by our musical director Steve Bowey. All our services are easy to follow as they use a projector and screen for liturgy and lyrics, or accessible printed service orders, which are also available in large print. We also welcome Shaw cum Donnington Primary School for services on special occasions, as well as Trinity School, Winchcombe School and Speenhamland School for annual Christmas Services, and Page 3 many more schools to the twice-yearly events organised by the charity COINS (Christian Opportunities in Newbury Schools). All are welcome to attend our services, and in order to fulfil our objective 'to bring the Good News of God's love to everyone in the Parish', the Minister and members of the congregation strive to visit every house in the parish before Christmas with a Christmas Card inviting everyone to our Services. There are currently 76 people on the electoral roll, 46 are residents and 30 non-residents. There is a strong uptake of our outreach services. Our Sunday attendance is slightly improved since 2021. In 2022 we baptised 16 children and 1 adult. We conducted 4 weddings and 13 funerals. These services are essential to our commitment to spiritually supporting everyone in our parish as they enable our community to journey with God through life and to give thanks to Him at the milestones along their earthly pathway. ## **Particular Activities throughout the year** Sunday Worship continued in church each week, and we also held some events. We also held Compline evening services on Zoom weekly for those people still nervous about coming out, and for some who just enjoyed it. In January we held the CTNA leaders’ lunch, (they also came to us periodically throughout the year for their prayer breakfasts), and a Burns Night Supper. We held a World Day of Prayer service in early February, and a Lent course (via Zoom) in the run up to Easter. Easter services were very well attended and a flower team surpassed themselves with their efforts to decorate the church as usual. Bishop Steven came to us in March for a service and lunch with Chapter. We had a church Away Day in April when we went to All Saints Church, Upper Bucklebury for a reflection and planning day with Parish Development Officer Rhodri Bowen. Bridge Church (a Newbury Free Church) used our facilities to run a weekly parent and toddlers’ group. Parish schools came periodically to learn about the church. We held our APCM in May, and also hosted a concert as part of the Newbury Spring Festival programme. In July we were joined by Revd Ed Yates as part of our team. The National Citizenship service course for school leavers (run by the local council) used our facilities during the week for most of August. In September we took part in the Heritage Open Day, kept the church open for visitors and provided a display of documents relating to local people of the past. We also had our Harvest service and a Harvest Revue. In October we held our Annual Bereavement service and tea. We also began discussing using St Mary’s Church Centre as a Warm Space to help with the Cost-of-Living Crisis, and the Myrtle Café was born. From early December 2022 we opened the café on Mondays to provide parishioners with hot drinks, light lunches, free Wi-Fi and use of computers, and a new large screen TV. It was lovely to see all the schools back after Covid restrictions for their Christmas services in the run up to the end of term. We held concerts and other events for social and fundraising purposes and these included a piano recital by Nathan Reeves, the Tedesca string quartet, the Cantemus Choir, and the Harmony Choir. Our new website and use of SharePoint has greatly improved the sharing of information between church members. Page 4 The ‘Reministory’ project continued in 2022 and is now called ‘Reminiscence’. This began in lockdown as a way of keeping in touch with the housebound members of our congregation and now meets in person to share memories on particular themes. We were supported in this and other pastoral activities by a funding grant from Greenham Trust as part of their ‘Surviving to Thriving’ initiative. We very much enjoyed a busy year with so much happening again after the long break under Covid restrictions. ## Summary of PCC Reports ## Fabric All the regular maintenance to the Church has been carried out during 2022. A new church boiler was installed. Both boilers have also been serviced. Handrails were installed at the West Door steps. ## Finance and General Purposes The remit of the F&GP committee covers a wide range of issues including all matters financial, health and safety questions, maintenance and upkeep of the Church and Church centre, employment and salaries and the management of the Church-owned house in Walton Way. The members of the committee in 2022 were: Mike Stuart (Chair), Raymond Obin (Rector), Mark Hutson (Church Warden), Mary Dawkins (Church Warden), Rachel Haslam (Treasurer) and Nick Breach. Steve Joplin stood down from the committee in August and he was thanked for his many years of service. Sally normally acts as Clerk to the committee and takes the minutes for which we are extremely grateful. Nick Breach has the role of Health and Safety Officer. Tony Bradford is Assistant Treasurer and Charles and Lesley Garner have acted as joint Gift Aid secretary, making regular claims for the church. David Cobbett again acted as Independent Examiner of our Accounts for 2022. ## Church and Community Life The committee met 5 times during 2022. Personnel consist of Ros Stuart (chair) Rachel Haslam (clerk), Rev. Raymond Obin, David Willetts, Libby Goldsack, Mary Rye, Mark Hutson, (Warden), Mary Dawkins (Warden) and Barbara Bradford. Rev. Ed Yates joined us from our July meeting following his Ordination as Deacon and appointment as Curate. The committee has the remit on connecting Church life with life in the community and the meetings discuss a wide range of topics. ## Stewardship and Fundraising The St Mary’s Stewardship and Fundraising Group met 3 times during 2022. The Supporting St Mary’s leaflet was updated to inform the congregation and wider community of our financial position and needs. Eight fundraising events were organised: Concerts in the church were performed by Cantemus Choir, Harmony Choir, The Tedesca String Quartet and Nathan Reeves. The Burns Night Supper, the Paul Sievers slide show of his experiences in the Himalayas and the Harvest Revue and Supper were much enjoyed by all who participated. We held a fundraising Page 5 coffee morning at St Nic’s and donated 50% of receipts on the day to our nominated charity ATE Ghana. Thank you to all the performers who donated their time and talents and to everyone who organised these events. We are very grateful for the matched funding we received from the Vodafone Foundation which significantly enhanced our fundraising income from events in 2022. Group members in 2022 were Heather White, Rachel Haslam, Mary Dawkins, Mark Hutson, Ros Stuart and Charles Garner Thank you to everyone who has supported the work of this group by responding to stewardship needs, donating to fundraising appeals, participating in the 200 Club and helping with or attending fundraising events. ## World Partners The members of the committee for 2022 were Mark Hutson, Barbara Bradford, Ros Stuart, Gill Moore and Mary Dawkins. As a church we support chosen local and world charities by raising money and awareness, and by prayer. We usually act as catalysts rather than making direct donations from church funds, with retiring collections, fundraising, speakers, joining in local events, volunteering, collecting goods etc. Our main chosen charities for 2022 were Christian Aid, Action Through Enterprise (in Ghana) and The Bible Society. We have also supported Newbury CAP (Christians Against Poverty) debt assistance project. Volunteers have assisted local homeless charities and we collected bottle tops for Air Ambulance, stamps for RNIB and postcards for the Leprosy Mission as well as patronising their catalogue. We supported the West Berks Food Bank and Women’s Refuge. We hosted one of the COINS Christmas events. ## Safeguarding One of the main focuses for 2022 was to continue our training and the up-to-date details of courses completed and outstanding can be found on the Safeguarding log which is in the PCC section on SharePoint. ## Pastoral Care In 2022 the members were Chris, Mark, Judith, Wendy and Mary who were supported the Ministerial Team. Pastoral needs are not only identified but are met with the best comprehensive support available to us. ## **Deanery Synod** Deanery Synod usually meets three times a year supported by a small standing committee comprising the Area Dean, David Macleod (St Mary’s Greenham), a Lay Chair, Bruce Laurie (St Michael’s Lambourne), Deanery Secretary Mark Knight (St Nic’s), Treasurer Philip Read (St George’s), Rev Wayne Lautenbach (Hermitage), Rev Miri Keane (West Downland), and David Willetts (St Mary’s Shaw). Each Parish/benefice chooses deanery synod representatives according to the size of the benefice. Currently Libby Goldsack and David Willetts serve as representatives for St Mary’s. ## **Mission and Evangelism** Local evangelism is led by the Church and Community Life Development Committee (CCLD), Every home in the parish (now almost 7,000 approximately) received a Christmas Card with information about regular services and activities. 3 local residents became regular members of the congregation in 2022 as a result of receiving the card, or as members attending the Myrtle Café. Page 6 ## **Ecumenical Relationships** St Mary's is a member of Christians Together in Newbury (CTNA) and has a strong history of working together with Christians of all denominations. In 2022 the usual CTNA activities were resumed after Covid. ## **Staff and Volunteers** We would like to thank the many volunteers who continuously work so hard to make our church a welcoming and lively community and further our mission and outreach work. A special 'Thank you!' must go to our Churchwardens, Mrs Mary Dawkins and Mr Mark Hutson, our Treasurer Mrs Rachel Haslam, our Assistant Treasurer Mr Tony Bradford, our Financial Team member Mr Steve Joplin, our Independent Examiner David Cobbett, our Community Outreach Officer Mr David Willetts, our Verger Mr Derek Harwood, our Administrator Sally Breach and our PCC and Committee members. We are also very grateful to Roger Snelling, Tony Dawkins, Nick Breach and to Councillor Paul Bryant for all the many jobs they do to maintain the church and the church yard. The volunteers have given hundreds of hours of their time to make St. Mary’s Church a loving, attractive and welcoming church that actively serves its community. ## **Structure, Governance and Management** The PCC is a corporate body established by the Church of England. The PCC operates under the Parochial Church Council Powers Measure. Members of the PCC are ex officio, elected by the Annual Parochial Church Meeting (APCM) or coopted by decisions of the PCC. The method of appointment of PCC members is set out in the Church Representation Rules. At St Mary’s the membership of the PCC consists of the incumbent, the churchwardens and members elected by those on the electoral roll of the church. All regular members of the congregation are encouraged to register on the Electoral Roll and 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 decisions on how the funds of the PCC are to be spent. The full PCC met 5 times during the year face to face. Given its wide responsibilities, the PCC has a number of committees each dealing with a particular aspect of parish life. These committees are Stewardship and Fundraising, World Partners, Finance and General Purposes, Pastoral, and Church and Community Life Development. All committees report back to the PCC regularly with minutes of their decisions being received by the full PCC and discussed and voted as necessary. Sub Committees are formed for specific events, for example the ‘Easter in Shaw’ event in March 2022. ## **Administrative Information** The ecclesiastical parish of St Mary's comprises the civic parish of Shaw-cum-Donnington as well as the Newbury Electoral Ward Clay Hill and other small areas of Newbury Town. It is part of the Newbury Deanery within the Diocese of Oxford of the Church of England. The correspondence address is: The Church Office, Church Road, Newbury, RG14 2DR. The PCC is a body corporate (PCC Page 7 Powers Measure 1956, Church Representation Rules 2011) and a charity registered with the Charity Commission. Our Registered Charity Number is 1172611. ## **PCC members who have served at any time from 1st January 2022 until 31 December 2022 are:** ## **Ex Officio members:** - Incumbent: The Reverend Raymond Obin - Curate: Revd. Ed Yates - Warden, Vice Chair: Mr Mark Hutson - Warden: Mrs Mary Dawkins - Verger: Mr Derek Harwood - Representatives to Deanery Synod: Mrs Libby Goldsack and Mr David Willetts - Covenant Secretary: Mr Charles Garner - Administrator and PCC Secretary: Mrs Sally Breach ## **Elected members:** Mrs R Haslam Mrs M Hutson Mr M Stuart Mrs C Willetts Mr S Joplin Mrs R Stuart Mrs G Moore Mrs S Breach Mrs B Bradford ## **Service Stewards:** Rachel Haslam Mark Hutson Mary Hutson Sally Breach Mary Dawkins Libby Goldsack Christine Willetts Charles Garner Barbara Bradford Wendy Seamons Karen Fenwick Ros Stuart Mike Stuart Steven Joplin Page 8 ## St Mary’s, Shaw-cum-Donnington Financial Review 2022 The financial accounts for 2022 are set out in their required form on the following pages, and comprise the following documents: - Receipts and Payments Account Summary - Receipts and Payments Details - Statement of Assets and Liabilities as of 31[st] December 2022. - Independent Examiners Report which has been signed by David Cobbett following his - review and comparison of the PCC’s accounting records with the financial statements. These reports were reviewed by the PCC on 7[th] February 2023. ## Receipts and Payments Accounts ## Receipts ## Voluntary Income Total receipts on unrestricted funds were £30,494. Restricted donations (money collected for Cancer Care Calendars, Link to Hope Shoeboxes, West Berkshire Foodbank and ATE) of £760 were also received. Voluntary donations have remained constant this year after a few years of declining income. ## Activities for generating funds The ‘Surviving to Thriving’ Project raised a further £1,200 in donations. The 200 Club raised £1,827 for general funds. Other fundraising events included a Burns Night Supper, a Slide Show, 5 concerts and a coffee morning. Grants included a donation by Thames Valley Police towards a new CCTV system and the Oxford Diocese towards winter heating costs. ## Income from investments The income from the Jones Will Trust was £10,501. This has decreased compared to 2021 due to the timing of the payments. The Trustees started managing the properties in September 2022 which will reduce the amount paid in fees to the Managing Agents and Accountants going forward. It is anticipated that the Trust will generate an annual income of approximately £12,000 per year for St Mary’s, minus any building repairs that are required. The freehold house in Walton Way continues to be let and provided an income of £8,225 after management fees were taken into account. This is an increase from 2021 and is due to a tenant being in place for the whole year. ## Income from church activities Service fee income has decreased due to fewer weddings and funerals taking place in 2022 compared to the previous year. ## Other Income Other income was £2,530. The main items were donations to Pat’s leaving gift, a donation towards the Tedesca concert expenses and a VAT refund for the new handrails. A further £300 was transferred into the church account from the Pastoral Team Funds and £311 from Lunch Club donations (September onwards). These last two items have been recorded as restricted funds. It was agreed that the Lunch Club account at Lloyds bank should be closed and a payment of £320 has been transferred into the church account in January 2023. Page 9 ## Total Income Income for the year was £79,598. This has decreased since 2021, mainly due to the legacy received in that year. ## Payments. The Costs of Events in 2022 was £2,499 and included prizes for the 200 club and concert expenditure. It also included the £2,216 spent from the ‘Surviving to Thriving Fund on a visit to Milestones Museum, minibus hire and other transport, hall hire and administration costs. A further £448 was spent from restricted reserves on supplies for the monthly lunch club. Charitable Donations in 2022 were £1,157 and included money collected for Cancer Care Calendars, Link to Hope Shoeboxes, West Berkshire Foodbank plus donations to ATE and Christian Aid. £79,778 was spent from unrestricted funds, and a further £2,984 from restricted funds, on church running costs in 2022. This includes £27,074 that was spent from the £50,000 legacy fund on enhancements to the church and church centre. The items approved by PCC and then purchased were 2 new laptops, pew bibles, AV equipment, a new gas boiler, pew cushions, a fridge freezer, replacement lighting for the church centre and a deposit on new chairs for the church centre. £13,363 was paid as St Mary’s contribution to the diocesan parish share that supports the work of the Church of England and provides the stipends and housing for the clergy. The Parish Share contribution reflects that we do not have a full-time stipendiary Rector and was therefore lower than in previous years. ## Net Result Total payments for 2022 were £86,866 compared to receipts of £79,598 giving a deficit of £7,268. The legacy expenditure, offset by the lower Parish Share, were the main reasons for the deficit. The PCC committees will continue to explore how additional funds can be raised and where savings can be made in order to ensure that St Mary’s remains financially viable and is able to continue its commitments to the congregations and the community. St Mary’s has an aspiration to return to paying the full Parish within the next few years in order to support a full-time Incumbent in the future. It is planned to spend some of the restricted reserve funds in 2023 on further enhancements to the church centre by replacing the downstairs windows to reduce heat loss. It is planned to spend some of the remaining legacy funds on projects that have already been approved by PCC (Church Centre Chairs and upgrading the CCTV system). Other proposals for use of the legacy funds are still under discussion. Cash funds at the end of 2022 were £98,523 split between a business current account and three savings accounts. This includes the sum of £5,907 held in the restricted reserve account (for church centre capital purchases and maintenance only). £7,720 remains in the Building Maintenance Restricted Reserve Fund, £3,154 in the Youth Work Restricted Reserve Fund and £300 in the Pastoral Team fund. The remaining money in the Sanctuary Fund was spent on new bibles and new handrails were fitted at the West Door using the remaining money in the Handrails fund. The total amount in the Page 10 restricted reserve funds at the end of the year was £16,944. This represents money that was given for a specific purpose and can only be spent on those items. Reserves Policy – It is PCC policy to try to maintain a balance on unrestricted funds which equates to at least three months unrestricted payments. This is equivalent to £30,000. It is held to smooth out fluctuations in cash flow and to meet emergencies. The total amount in the unrestricted reserve fund at the end of 2022 was £81,579. ## Conclusion I would like to thank everyone who continues to support St Mary’s financially by their regular giving and support of special projects. Thank you to the hard-working Stewardship and Fundraising Team and to the Finance and General Purposes Committee for their close monitoring of the finances and church property. I anticipate that the church reserves will decrease in 2023 due to planned investment in the church fabric and the increased Parish Share. I would like to thank Tony Bradford for maintaining the day-to-day financial records. Thank you to Sally Breach and Steve Joplin for all their work that ensures the smooth running of the church finances. Thank you to David Cobbett for kindly acting as our Independent Examiner again this year. 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