Parochial Fees _______________________________________ 4 th June - - PowerPoint PPT Presentation
Parochial Fees _______________________________________ 4 th June 2019 Yvonne Thompson & Steve Thomas What are Parochial Fees? Statutory fees that legally belong to the DBF Issued by the National Church at the beginning of
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4th June 2019
each year
church available; routine administration
and handle all payments
PCC fees have been calculated to include a location/building element based on national statistics for the overall costs of repairs and maintenance of church buildings and the number
Also included is an element for administration and cost of lighting. Burial fees also include an element for the maintenance of the church and churchyard.
purchased
although they may claim travel expenses.
easier to see if there has been an over/under payment
queries and idiosyncrasies which may arise in determining the fees and can be found on the website: http://www.bathandwells.org.uk/supporting- parishes/finances/for-treasurers/parochial-fees/
https://www.churchofengland.org/more/clergy- resources/national-clergy-hr/life-events-parochial-fees-and- guidance/guide-church
Declaration of NIL return of Parochial Fees
Parish _________________________________________________ Benefice _________________________________________________ Incumbent _________________________________________________ Name of person who makes the returns _________________________ Email Address _______________________________________________ Year ended 31 December 20____ We declare that there are no parochial fees due to the Bath & Wells Diocesan Board of Finance for Q1 Q2 Q3 Q4 Signed (Incumbent) ______________________________________________ Signed (Treasurer) ______________________________________________
the DBF fee only “in a particular case” or in cases of financial hardship - cannot issue a blanket waiver of fees. They also have the right to waive the PCC fee after consulting with the Churchwardens
elsewhere
ensure that any visiting clergy have PTO (Permission To Officiate). No payment will be made by the DBF to visiting clergy who do not have PTO.
the PCC/benefice
apportionment of fees and travel expenses
(excluding the PCC element) is payable to the DBF
annual fee audit (some randomly and some on a risk basis)
with the service registers for completeness and accuracy
and record keeping
necessary recommendations made
friendly!
plot
correct and agreed to the parish records and registers.”
Date Ref* Name Church Name of Officiant Retired Clergy Fee £ PCC Fee £ DBF Fee £
01/04/18 M Smith/Jones St Lucy's Rev Jolie £240.00 £201.00 06/04/18 F White St Lucy's Rev Jolie £87.00 £103.00 06/04/18 CR White St Lucy's Rev Jolie £27.00 06/04/18 BCM White St Lucy's Rev Jolie £27.00 05/05/18 FCRB Green St Lucy's Rev Jolie £29.00 £161.00 12/05/18 FCRB Apple St Lucy's Rev Chapman (PTO) £29.00 £161.00 21/05/18 VT White St Lucy's Rev Jolie £59.00 £13.00 05/06/18 M Baker/Cake St Lucy's Rev Chapman (PTO) £134.00 £240.00 £67.00 14/06/18 FCRB Booker St Lucy's Rev Jolie £87.00 £103.00 14/06/18 CR Booker St Lucy's Rev Jolie £27.00 20/06/18 BACHS Booker St Lucy's Rev Jolie £40.00 £118.00 * See Appendix for details
Declaration & Signatures Signatures
Payment MethodPCC Officer or Incumbent Cheque Enclosed Date Paid by BACS £1,008.00 I declare that all information provided on this form is true, correct and agreed to the parish records and registers.
£134.00 £811.00
PARISH (if not for whole benefice):
St Lucy's
BENEFICE/TEAM MINISTRY:
Sunshine Valley
INCUMBENT/PRIEST IN CHARGE:
Rev I Jollie
FEES CONTACT NAME:
Wilfred Pleasant
CONTACT DETAILS (Tel./email):
01234 567891
MONTH / QUARTER:
Q3
Office use only Parish Ref: Banked: Date: __/__/18 Complete:
Please note all Reference codes, Fees and user notes can be found on separate appendix
contact: Yvonne Thompson Tel: 01749 685125
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4th June 2019
– There has to be a gift; donation of money with NO benefit – Donor must pay sufficient UK Income or Capital Gains tax
– Time limit is 4 years – Interim claims, anytime – Aggregation – add together donations over £20 up to a total of £1,000 – Completing the Schedule – simple description, date of last donation & amount
working papers, envelopes
https://www.parishresources.org.uk/giftaid/claiming/
content/uploads/2019/05/gift-aid-guide-2019may.pdf
Fig.1 shows an example of how to complete the schedule. For more information follow the link below. You must be connected to the internet to access the guidance. Charities online guidance Fig.1 Examples Title up to 4 characters First name or initial up to 35 characters with no spaces,
Last name up to 35 characters House name or number up to 40 characters Postcode UPPER CASE and include a space Aggregated donations a simple description up to 35 characters - DON'T enter Yes or Not Applicable. Sponsored event enter Yes or leave blank Donation date (DD/MM/YY) DON'T use hyphens or full stops Amount DON'T use a £ sign Prof Henry House Martin 152A M99 2QD 24/03/15 240.00 Mr John Smith 100 Champs Elysees, Paris X 24/06/15 250.00 One off Gift Aid donations 31/03/15 880.00 Miss B Chaudry 21 L43 4FB Yes 26/04/15 80.00
Enter details from here
Earliest donation date in the period of claim. (DD/MM/YY) Box 1 11/11/17 Previously over-claimed amount. Leave blank if none Box 2 Don't use a £ sign Item Title First name Last name House name or number Postcode Aggregated donations Sponsored event Donation date Amount
(Yes/blank) (DD/MM/YY)1 Dr Ian Brown West Lynch Cottage BA2 3PB 11/11/2017 40.00 3 Amanda Jones Elehthera BA2 4PB 02/01/2018 90.00 4 William Smith 73 BA2 5PB 15/01/2018 80.00 5 Licensing Service - Corfe 18/01/2018 15.00 6 Diane Thomas Saffins House BA2 6PB 26/01/2018 30.00 7 Mr Timothy Stoke Highs Farm BA2 7PB 11/02/2018 34.00 8 Licensing Service - Pilton 11/02/2018 68.00 10 Nigel Hamilton South Hill House BA2 8PB 01/03/2018 200.00 11 Lent - Chipstable & Clatworthy 25/03/2018 30.00 12 Ms Ruth Roberts 24 BA2 9PB 30/03/2018 5.00 13 The total below is automatically calculated from the amounts you enter in the schedule. Total donations: £592.00
Donations schedule table
Gift Aid donations schedule
Get it right first time - how to complete this schedule:
* Don't change the layout of the schedule or change the name of the worksheet. * Save the schedule as a .ods file not a Microsoft Excel .xlsx file, for example Gift Aid Jan 2014.ods. * If any section isn't applicable leave it blank. Don't enter N/A or Nil. * Don't include blank spaces or other characters at the start or end of boxes. * Don't leave a blank row between donations. * Enter the house name or number and the postcode of all donors that live in the UK. For donors living abroad, enter their address and put X in the 'Postcode' column. * Stay within the maximum of 1,000 rows of donations. * Aggregated donations are donations under £20 from different people totalling less than £1000 per line. When you add together donations from the same donor, you must leave the aggregated donations column blank. * For sponsored events enter the participant's name and address, the date collected, and the total amount raised. Don't include any donations over £500 – these must be shown separately as normal Gift Aid donations. For aggregated donations, this date may be earlier than any date entered in the donation date column of the donations schedule table below. Make sure you show the tax not the donation. This amount will be deducted from your claim.
(from 6 April 2019) – at any one time
church per year
Fig.1 Examples Building name (up to 160 characters) First line of address (up to 40 characters) Postcode UPPER CASE and include a space Tax year 1 ending 5 April (include tax year 3 claims in this column) Amount of donations received in tax year 1 (£) (include tax year 3 claims in this column) Tax year 2 ending 5 April Amount of donations received in tax year 2 (£) The Vault 22 Liberty Place L20 3UD 2014 1500.00 2015 2500.00 The Vault 22 Liberty Place L20 3UD 2016 2000.00 Bootle Village Hall 11A Grange Road L20 1KL 2015 1750.00
£615.00
Item Building name First line of address Postcode Tax year 1 ending 5 April Amount of donations received in tax year 1 Tax year 2 ending 5 April Amount of donations received in tax year 2
(£) (£)
1 St Swithuns
Bath BA1 7RS
2017 123.00
4 St Peter's Church
Longfellow Road BA3 3YZ
2017 123.00
6 St Francis of Assisi
Saxon Green TA6 4JA
2017 123.00
10 St John the Evangelist
Queens Road BS21 7TH
2017 123.00
13 All Saints
Church Lane BA2 0AN
2017 123.00
14 The total below is calculated from the amounts you enter into the schedule.
Total of all amounts:
Community buildings table
Gift Aid Small Donations Scheme (GASDS) community buildings
Get it right first time - how to complete this schedule:
* Don't enter an amount over the GASDS limit of £5000 (for donations received before 6 April 2016) or £8000 (for donations received on 6 April 2016 onwards). * GASDS are claimed by tax year - not on your accounting period. Please ensure you separate donations into tax years. * GASDS must be claimed within two years. If it has been more than two years then your GASDS will now be out of date. * Don't change the layout of the schedule or change the name of the worksheet. * Save the schedule as a .ods file not a Microsoft Excel .xlsx file, for example Gift Aid Jan 2014.ods. * If any section isn't applicable leave it blank. Don't enter N/A or Nil. * Don't include blank spaces or other characters at the start or end of boxes. * Don't leave a blank row between donations. * Stay within the maximum of 500 rows of donations. * Enter values in pounds sterling including pence. Fig.1 shows an example of how to complete the schedule. For more information follow the link below. You must be connected to the internet to access the guidance. Charities Online guidance
Register to sign up today or email jessica.cook@bathwells.anglican.org Go to independent Yahoo group http://groups.yahoo.com/group/Luke14-28
Sue.whitehead@bathwells.anglican.org