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2020-12-31-accounts

ECCLESIASTICAL PARISH OF HARTLEPOOL ST AIDAN AND ST COLUMBA CHARITY NUMBER 1185257

Trustees Report 2020

Trustees:

Revd Mother Gemma Sampson Mrs Helen Rochester Mr Martin Rochester Mrs Linda Dott Mrs Hazel Burton Mr Brian Hays Miss Elizabeth Halford Mrs Vera Thompson Mrs Kathrine Batty Mr Antony Batty Miss Jane Spears Mrs Katharine Elliott

Church in Lockdown

From early in the year the country was in lockdown, with our churches locked and everything moved online. We explored how we could continue to ‘be church’ in lockdown. Supported by advice from our Bishops and Archbishops, we began ‘live streaming’ services on social media and established a pattern of services online. Many people joined in with those, which has been really encouraging, and now we are back in person we have seen our congregation grow as a result. We tried to remain in touch with those who didn’t have access to social media, or internet, through telephone calls, postcards, parish magazines, gifts and letters.

The Kitchen

St Aidan’s Kitchen continued, every week, as our ‘outside’ Kitchen when the building was closed. We see about half of our usual guests there plus another 100 or so who find themselves desperate and destitute due to the virus. We do hope to be able to return to our full offering, in church, with hot food, and the free shop set up we used to enjoy. Donations still come in, often bolstered by our social media presence. Throughout lockdown we worked closely with Poolie Time Exchange.

Hartlepool Central Group

Our group council seldom met in lockdown. It seems it was one of very few things that didn’t move onto zoom. But we did meet, and we made the decision to remain in the group and wrote to inform the bishop of that decision. We hope that being part of the group will help during in future and will strengthen the position when looking at recruiting the next incumbent.

Communities of Hope

In September we welcomed our three new CoH workers to the central group. The Community Evangelist primarily works in and around St Aidan’s Kitchen, to include a faith element and to disciple those we meet regularly on a Thursday. The Children and Families Worker works in local primary schools and in the community with families and is working towards setting up a new worshipping community. The cost of these three posts is met by a grant from the central church and they are paid via Stranton Parish.

Vocations

The Central Hartlepool Group is being recognised as an appealing place for other people to learn and train. Students are attending on placements (for a month, six months or longer). This means there have been, and will be more new faces around, from time-to-time, trying to figure out what God is asking of them. Also, really encouraging, there are 3 or 4 members of our own churches who are now in various stages of questioning whether God might be calling them to ordination too.

Work with St Aidan’s School

Our school continues to be a huge blessing. Our links there are strong and increasing. As well as weekly Open the Book assemblies and engagement with the Academy Council, we have also branched out to include other schools from the Durham and Newcastle Diocesan Multi-Academy Trust in our online worship. Now that we are an established ICON School, we are beginning to see how we can support other schools in the MAT to also join this network.

Modern Slavery Initiatives

Awareness raising work around MDS continues and has recently included a lent course on women trapped in slavery, which was well attended online.

Safeguarding

This is an item on every agenda of the PCC. No significant issues to report.

Fabric

Both building were regularly inspected during the lock down. Routine maintenance took place. The heating system in St. Aidans was deemed inefficient and costly to run. A budget of £80,000 was set to procure a replacement heating system.

Finance

In the year the parish spent £530 more than it received. On the day to day running of the parish (unrestricted funds) the loss was £9850, restricted funds (mainly the kitchen), a surplus of £9021 was achieved with the balance of £299 being interest received from trust funds. With church closed for most of the year, it is no surprise most income lines were down on previous years – “other” income was down £7146 (69%), donations were down £1401 (35%) money retained from fees was down £3201 (45%) and trading income (rent for St Columba) was down £990 (70%).

The amount received for kitchen was remarkably similar to 2019. We did pay the parish share we pledged in full at £25800.

With the closure of St. Aidans Church, the Thursday kitchen moved to the former parish hall car park and a partnership with Poolie Time Exchange was entered into. Due to generous donations in 2019 which continued into 2020, we were able to provide financial support to Poolie Time Exchange. The kitchen also benefits from non cash donations including regular meals supplied by the Muslim community and work of a team of volunteers to buy, sort and hand out bags of food and other essentials. The closure of the church did allow for savings to be made on maintenance and running costs which helped keep the loss for the year down

ECCLESIASTICAL PARISH OF HARTLEPOOL ST AIDAN AND ST COLUMBA CHARITY NUMBER 1185257 STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31 DECEMBER 2020

Note
INCOMING RESOURCES
Voluntary Income
2a
Activities for generating funds
2b
Income from investments
2c
Church Activities
2d
Other incoming resources
2e
TOTAL INCOMING RESOURCES
RESOURCES EXPENDED
Cost of generation voluntary income
3b
Fund raising trading costs
3c
Church activities
3a
Governance Costs
4
Other Expenses
5
TOTAL RESOURCES EXPENDED
Unrestricted
funds
Restricted
funds
Trust
funds
2020
2019
£
£
£
£
36567
810
0
37377
87407
984
0
0
984
1967
266
466
299
1031
1313
4414
0
0
4414
8605
732
27137
0
27869
27801
42963
28413
299
71675
127093
20
0
0
20
20
0
0
0
0
282
47234
1925
0
49159
60396
5120
0
0
5120
7130
439
17467
0
17906
13383
52813
19392
0
72205
81211
NET INCOMING RESOURCES
BEFORE OTHER RECOGNIZED
GAINS AND LOSSES
Gains on investment assets:
on disposal
on revaluation
NET MOVEMENT IN FUNDS
BALANCES B/FWD 1 JANUARY
Movement between funds
BALANCES C/FWD 31 DECEMBER
-9850
9021
299
-530
45882
0
0
0
0
0
0
0
0
0
0
-9850
9021
299
-530
45882
92091
104807
70511
267409
1107
-1107
83348
112721
70810
266879

ECCLESIASTICAL PARISH OF HARTLEPOOL ST AIDAN AND ST COLUMBA CHARITY NUMBER 1185257 BALANCE SHEET FOR THE YEAR ENDED 31 DECEMBER 2020

Note
FIXED ASSETS
Tangible
6a
Investment
6b
CURRENT ASSETS
Stock
Debtors
7
Prepayments
Cash at bank and in hand
LIABILITIES
Creditors
8
NET CURRENT ASSETS/LIABILITIES
Total assets less current liabilities
TOTAL NET ASSETS
PARISH FUNDS
Unrestricted
10
Restricted
10
Trust funds
10
Unrestricted
funds
Restricted
funds
Trust
funds
2020
2019
£
£
£
£
£
21471
0
0
21471
24538
0
0
70810
70810
70511
21471
0
70810
92281
95049
0
0
0
0
0
131
0
0
131
489
3378
0
0
3378
3431
57783
113520
0
171303
169428
61292
113520
0
174812
173348
214
0
0
214
988
82549
113520
70810
266879
267409
82549
113520
70810
266879
267409
82549
82549
90950
113520
113520
105948
70810
70810
70511
82549
113520
70810
266879
267409

ECCLESIASTICAL PARISH OF HARTLEPOOL ST AIDAN AND ST COLUMBA CHARITY NUMBER 1185257 NOTES TO THE ACCOUNTS FOR THE YEAR ENDED 31 DECEMBER 2020

2 (a)Voluntary income
Planned Giving
Gift Aid Donations
Tax recovered
Other
Collections
Grants
New Build kitchen donations
Donations
Bequests
2 (b)Activities for generating funds
Annual Fair
200 club
coffee morning
Christmas appeal
2 ( c)Income from investments
Interest
2 (d)Income from church activities
Fees
trading income
2 (e)Other incoming resources
Thursday kitchen
Sundry Income
Charity Income
Insurance Claim
2 (f) sequestration
Total incoming resources
Unrestricted
funds
Restricted
funds
Trust
funds
2020
2019
£
£
£
£
21117
21117
21604
5549
5549
8344
4903
4903
4812
2360
810
3170
10316
0
1729
0
0
2638
2638
4039
0
36563
36567
810
0
37377
87407
0
1229
20
20
738
0
0
964
964
0
984
0
984
1967
266
466
299
1031
1313
3984
3984
7185
430
430
1420
4414
0
0
4414
8605
25865
25865
25832
732
370
1102
1851
902
902
118
0
0
732
27137
0
27869
27801
0
0
42963
28413
299
71675
127093

ECCLESIASTICAL PARISH OF HARTLEPOOL ST AIDAN AND ST COLUMBA CHARITY NUMBER 1185257 NOTES TO THE ACCOUNTS FOR THE YEAR ENDED 31 DECEMBER 2020

3. RESOURCES EXPENDED
3 (a) Church Activities
Charitable giving
Christian Aid
Hospice
Children's Society
Other
Ministry: Diocesan parish share
Other ministry costs
Church running and maintenance
Depreciation
Printing and stationery
3(b)Generation of voluntary income
Cost of lottery licence
Trading expenditure
3 ( c)Fund raising costs
concert/coffee morning
annual fair
4 (a)STAFF COSTS
Wages and salaries
Unrestricted
funds
Restricted
funds
Trust
funds
2020
2019
0
118
0
0
223
223
272
1261
1261
3430
0
1484
0
1484
3820
25800
25800
25240
639
639
3269
16309
432
16741
23073
3217
3217
3067
1269
9
1278
1927
47234
1925
0
49159
60396
20
0
0
20
20
0
0
20
0
0
20
20
0
0
0
0
0
0
0
282
0
0
0
0
282
5120
0
0
5120
7130

During the year the PCC employed a parish administrator (part time). No payments were large enough to attract social security costs.

As the Parish Administrator, Mrs Kathrine Batty, who is a member of the PCC, was paid £3580 (2019; £4070) during the year. Expenses of £189.00 were paid to Mother Gemma as priest in charge. All Saints Stranton and St Luke's paid equal amounts. No other payments or expenses were paid to other PCC members or persons closely connected to them or related parties The parish contributed to expenses for Revd Norman Shave and Revd Michelle Delves as part of group arrangements

5. OTHER COSTS

Professional fees
Sundry Expenses
Thursday kitchen
0
60
439
414
853
2889
0
17053
17053
10434
439
17467
0
17906
13383

ECCLESIASTICAL PARISH OF HARTLEPOOL ST AIDAN AND ST COLUMBA CHARITY NUMBER 1185257 NOTES TO THE ACCOUNTS FOR THE YEAR ENDED 31 DECEMBER 2020

6.FIXED ASSETS
(a) Tangible
(b) Investments
7.DEBTORS
Invoices issued
8. LIABILITIES
Sundry creditors
Unrestricted
funds
Restricted
funds
Trust
funds
2020
2019
21471
0
0
21471
24538
0
0
70810
70810
70511
21471
0
70810
92281
95049
131
0
0
131
489
214
0
0
214
988

9. FUNDS

The restricted funds comprise the organ fund and parish hall fund. The endowment funds are the Bolton Trust (to be used for general purposes) the Bulmer Trust (to be used at the absolute discretion of the vicar and Church Wardens) the PCC trust (to be used for ecclesiastical purposes within the parish) and the Wilkinson Trust (to be used for general purposes).

Parish Hall
Fund
Organ
Fund
Bolton
Trust
Bulmer
Trust
PCC
Trust
Wilkinson
Trust
Fund Movements
Balance at 1 January2020 48659 31491 7380 33750 26404 2977
resources expended
Interest received 239 227 31 143 112 13
Balance at 31 December 2020 48898 31718 7411 33893 26516 2990
Unrestricted
Restricted
Trust
TOTAL
funds
funds
funds
2020
21471
21471
70810
70810
61292
113520
174812
214
0
214
82549
113520
70810
266879
10. ANALYSIS OF NET ASSETS
byfund
Unrestricted
funds
Restricted
funds
Trust
funds
TOTAL
2020
Tangible Fixed Assets 21471 21471
Investment Fixed Assets 70810 70810
Current Assets 61292 113520 174812
Current Liabilities 214 0 214
TOTAL 82549 113520 70810 266879

Ecclesiastical Parish of Hartlepool St Aidan and St. Columba, Parochial Church Council Year to 31 December 2020 Charity Number 1185257

Statement of Financial Activities for the year ended 31 December 2020

Note 1 – Accounting Policies

1a) Basis of Preparation

These accounts have been prepared to meet the requirements of the Charities Act 2011 together with the Charities (accounts and reports) regulations 2008 and statements of recommended practice on accounting and reporting by Charities. They have been prepared on an accruals basis. The statements include all transactions, assets and liabilities for which the PCC is responsible. The accounts do not include the activities of the Trust Funds held for the benefit of the PCC by the Diocese of Durham except insofar as income has been received from those funds

1b) Fixed Assets

Fixed assets are depreciated over a period generally 10 years estimated to reflect the useful economic life of the asset. The only asset being depreciated is the built kitchen in St. Aidans Church.

All other assets are charged to the accounts in the period payment is made.

1c) Debtors

Amounts receivable are stated at the value expected to be realised.

1d) Liabilities, Provisions, Deferred Income and Capital Grants

Full estimates are made of income received in advance and liabilities incurred and provisions are made in accordance with relevant financial reporting standards

Independent Examiners Certificate for Ecclesiastical Parish of Hartlepool St Aidan and St. Columba, Charity Number 1185257

I report to the Trustees of Ecclesiastical Parish of Hartlepool St Aidan and St. Columba, for the year end 31 December 2020

Respective responsibilities of trustees and examiner

The charity trustees are responsible for the preparation of the accounts. The charity’s trustees consider that an audit is not required for this year under section 144 of the Charities Act 2011 and that an independent examination is needed.

It is my responsibility to:

Examine the accounts under section 145 of the Charities Act 2011,

To follow the procedures laid down in the general direction given by the Charity Commission (under section 145(5)(b) of the Charities Act 2011 and

To state whether particular matters have come to my attention

Basis of independent examiners statement

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 charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts and seeking explanations from the trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit and consequently no opinion is given as to whether the accounts present a “true and fair” view and the report is limited to those matters set out in the statement below.

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

  1. Which gives me reasonable cause to believe that in, any material respect, the following requirements have not been met

  2. a) To keep accounting records in accordance with section 130 of the Charities Act 2011

  3. b) To prepare accounts which accord with the accounting records and comply with the accounting requirements of the Charities Act and to account for Statutory Fees correctly

  4. To which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.

Signed Date

Name: David S. Burns ACA

30 Snowdrop Road, Hartlepool