Dlocese ol Livttpool St James Birkdale A place to belong Annual Report of the PCC and Financial Statements For the Year Ended 31st December 2023 Charity Registration No - 1127793 a plaeè to belong St James Birkdale A place to belong Contents Page Report of the Trustees Independent Examinerfs Report 12 Statement of Financial Activities 13 Balance Sheet 14 Notes to the Financial Statements 15 a place to belong ADMINISTRATIVE INFORMATION St James, Church, Lulworth Road, 8irkdale, Southport, PR8 2BQ Official correspondence to the Parish Office as above101704 5649071 Website: www.stjamesbirkdale.co.uk 8onker5.' Royal Bank of Scotland: 269 Lord St, Southport PR8 INY Independent Examiner.. Fell Grills, 40 Hoghton St, Southport PR9 OPQ For the period from l January 2023 until to the date of approval of this report, the following people served as members of the Parochial Church Council: Mlnlster Vacant Rev Sam Johnson Rev Ben Dyer until Sep 2023 from Sep 2023 until Aug 2023 Curate Churchwardens Mrsjane Ludlow Mr Michael Lowcock Deanery Synod representatlves.. Mr Colin Fletcher Mr Brian P Jackson Mr Michael Lowcock Mrs Carol Williams Mrs Jane Ludlow Mrs Sue Barnes Mr George Ampat Mrs Sue Barnes Mr Howard Bennett Mrs Liz Downham Dr Peter Downham Mrs Helen Foster Dr Jonathan Fox Mrs Dianne Harrison Mr Michael Harrison Mr Paul Lacey Mrs Judith Lawrence Mr David Roberts Mr Allan Salisbury until April 2023 until April 2023 until April 2023 until April 2023 from April 2023 from April 2023 Elected members.. until April 2023 from April 2023 Vice Chair Treasurer until Aprll 2023 from April 2023 Co-opted member Mr Chris Nelson aL JCXII IV> DII KU Dil Nuaic a pla¢e to belong Safeguarding A list of Church Members active in the parish in either an official or voluntary capacitv, with DBS clearance, is held online with our independent Safeguarding specialist "thirtyoneeight" As and when required, the Church Wardens and PCC have requested information and guidance on general Safeguarding matters and these have been responded to via updates to the PCC meetings. There have not been any specific Safeguarding matters arising or brought to the attention of the Vicar, the Church Wardens or PCC during this time. Throughout the year PCC members have been encouraged to complete 5afeguardin8 training which is accessible online. GDPR The PCC complies fully with the GDPR requirements and has in place an approved policy In line with Church of England recommendations. Flnanclal rfsk An annual budget is prepared to ensure short term viability. Actual financial results compared wlth budget are reported and fully reviewed at each meetln8 of the PCC and Its Standing Committee. Charity Commission guidelines on Internal Financial Controls have been fully reviewed. A set of controls appropriate to St James, were developed and adopted by the PCC at its January meeting 2011. These were revlewed annually 2017 through to 2020, and then in 2022 and 2023. OBJECTIVES AND AcfiviTIES Objectives and alms. The general functions of the PCC are stated withln the PCC IPowersl Measure 1956. The PCC take5 very seriously its responsibility of promotin8 in the parish the whole mission of the church, pastoral, evangelistic, social, and ecumenical. We continue to hold that St James. church should be 'A place to belon8'; for all ages, just as you are, and seeking to be.. warmer through fellowship deeper through discipleship stronger through worship broader through ministry larger through evangelism God gets the glory for it all. al Jalllf> Dll IKUalV a place io belong In 2022 the PCC worked on. and subsequently approved, the adoption of a new vision for us a church to develop and put into practice. The vision was introduced to the congregation through a series of sermons and small groups formed to dlscuss and develop ways of making it a reality. Now that Revd Sam has been appointed and has begun his ministry with us we are anticipating a fuller review of our vision, including its implementation as part of a wider vision setting process. The v151on Is to". Grow Younger - We want to see younger people In Birkdale discover Jesus and find a home in St James, Joln Together - We want to join with St Peter's and 5t John's to serve Birkdale together Challenge Poverty - We want to love our community by partnering with local people, groups, businesses. and organlsations to help every person in Birkdale flourish and enjoy life In all its fullness When plannlng its activities for the year, the PCC consldered the Charlty Commis5ion'5 guidance on publlc benefit and the speclfic guidance to charities concerned with the advancement of reli810n. Our objective5 in 2023 were to continue to provide the followin8 public benefits: To love the Lord our God and be open to HIM through Regular public worship to all The provision of a sacred place for personal prayer and contemplation To love our nelghbours and be open to thern through Pastoral work, which ha5 included visitlng the housebound, sick and bereaved Teaching of Christianity through sermons in Church and online Supportin8 Other charities locally, nationwide, and overseas Durin8 2023 we: Continued to enga8e with way5 of worklng closely with St Peter'5 and St John's Birkdale, including regular prayer meetings with these and other local churches. Provided signlficant financial support to 4 national and international charlties, helping them reach out to disadvantaged individuals and communities, and to 3 local charities. Provided significant financial support to the Southport & Area Schools Worker Trust to enable them to continue delivering assemblies, lessons, presentations and extra-curricular club5 and activities. The mission and social group proactively explore opportunities for growth within the community. ￿￿•1 IV> Dir a place to belong In partnership with local charity Compassion Acts continued a weekly family space attended by a small but growing number of families. ACHIEVEMENT AND PERFORMANCE Electoral Roll: There are 163 names on the Electoral Roll12022 - 1651. We were sad to lose several long-standlng members of the church who passed away during the year and a number who moved away. Worshlp: Revd Ben Dyer, as curate, continued his mlnistry with us until leaving in August to prepare to take up his appointment as vicar at Christ Church, Southport. Although sorry to see him and the family leave, we were grateful for all that he brought in his ministrv during his time with us. In September we were very pleased to welcome The Reverend Samuel (Saml Johnson at his licensing service, followinB his appointment as vicar to both St James, Ilncumbentl and St Peter's IPriest-in.chargel churches. We look forward to continuing to 8et to know Sam, Leah and their family whllst working with, and supporting them, as Sam develops his mlnistry acr05S the two churches. Throu8hout the two-year interregnum period we were very grateful for the continuing support of retired clergy. Revd Keith Leiper, a long-standing member of our on8regation who left Lfjs in March to live near family, and Revd Paul Brodv. Continulng support was gratefully received from a small group of Readers Emeritl, Geoff Topping, David Roberts, Joyce Roberts and Dorothy Bridson, a retired reader, We are Iso fortunate to have, within our church membership, several people who are willing and able to speak at services when invited to do so. We are particularly grateful to George Ampat, Jemima Ampat, Peter Lawrence, Revd Angela Robinson, Allan Salisbury, and Joyce Salisbury for being on the preaching team. Our thank5 80 Jane Newby IGRSM, ARCOI who contlnues as our organist and to all who have 8iven of their musical talents durin8 the year. Avera8e adult attendance at our Sunday services in 2023 was 8612022 - 821, with the online streaming service attractin8 a further average of 7. Through our website we have continued to offer recorded sermons to those who are unable to visit our services in person, where also the link to the Sunday live stream can be found. Sermons and talks are also available via the church website and Rin8 for a Reflection Serviced by a local telephone num ber. ai Jai i Dll IKUale a place to belong As well as our regular services. we enable our community to celebrate and thank God at the milestones of the journey through life. During 2023 three children were baptised, and two marriage services were held in church. Bereavement care is a vital part of our ministry and there were seven funerals held in church. Appreciated by member5 of St James,, St Peter's, and the local community, was an All Souls'18ereavement servlce for those who had lost loved ones, whether more recently, or in previous years. On the 5th Sunday a combined service is held in rotation with St Peterfs, St John's Birkdale and Liverpool Road Methodist Church with each church takin8 a turn to host. Fellowship During the week six 'home' groups, totalling some 54 church members met in homes or at church. These Eatherings provide opportunity for study, leaching, and fellowship and for many are at the heart of what it mean5 to belong. The Mothers Union branch continued to meet either at St James, or St Peter's. In addition, other events have Included the following: monthly parish breakfast followlng the 8.30am service of Holy Communion refreshments served after the 10.30am servlce each week lunches out for men and ladies games evening on the first Thursday each month, Including bowls In the park a cheese and wine evenin8 in January a lunch to celebrate the King's Coronation In Mav lunch in August to say 8oodbye to the Dyer family a lunch in September to welcome the John50n famlly a barn dance and supper in October mince pies and mulled wine before the carols by candlellght service In May the parish weekend, originally planned for March 2020, took place at Wychwood Park Hotel with over 20 people attendin8 from St James, and St Peter'5. Through blble reading. prayer and personal reflectlon, bible teachin8 and dlscussion, based on focus of the first followers of Jesus. was the opportunity to discover what makes the communlty of the church different from any other. Worship sessions were shared on Zoom with those who could not attend. We are most thankful for the commitment and dedication of Peter and Judith Lawrence who planned and facilitated the weekend. The PCC connects with the wider structures of the church through appointed members of North Meols Deanery Synod and Liverpool Diocesan Synod. Pastoral Care and Service to our communlty Our aim to take the church out into the community, offering communion to local nursin8 home residents and the housebound. continued in 2023. Carol singin8 took L Jail 011 Nuaiv a pla￿ to belong place in Birkdale village with representatives of the other Birkdale churches and carols were sung by a small group of church mernbers in several care homes. For a second year we ran a chlldren's nativity trail from a stall at the Birkdale Christmas Fair with St Peter's, St John's, and Liverpool Road Methodist churches. Pastoral oversi8ht and visiting of church members continued an informal basis throu8h the network of friendships and home group membership. Families, and Children's work Althou8h we do not have many children and families connecting with us on a regular basis, we are always pleased to welcome them for baptisms and other special services. Until leaving in Au8USt Bethany Dyer continued to provide Sunday school teaching each week for which we were very grateful. We have a range of resources suitable for children and young people and a small group of people who make them available. Our prayer is that it will become possible to put more structured arrangements in place ensuring the spiritual needs of children are met when they are with us on Sundays. The uniformed organizations continue to meet weekly during term time in the church hall and we like to welcome them to family services when they can attend. With our friends at Southport Area Schools Worker Trust ISASWTI we hope to build links with the local schools. Mlsslon Ilnks The PCC aims to 8ive to external charities not less than IO% of the planned givin8 It receSves f rom church members and our Accounts for 2023 indicate a result in excess of this110.7%1. Thi5 is overseen by a Mission Support group which remalned focused in 2023 on 5 main charitie5, Latin Link, Church Mission Society ICMSI, Church Pastoral Aid Society ICPASI, Tearfund and the Southport and Area Schools Worker Trust. Additionally, we sustained support to various local charities, including Light for Life, Southport Soup Kitchen, and Compassion Acts (Southport Foodbankl - these local charities are supported both financially or throu8h donations made at Harvest. Christmas and throughout the year. St James, continues to support paediatrician, Dr Nicci Maxwell and her placement with CMS in Kisoro, U8anda for her work in paediatric and neonatal care at the medical centre at Potter's Villa8e. She supports local midwifery staff in their care for bereaved parents and oversee5 the training of healthcare workers. We were deli8hted to welcome Nicci to our family service in July after her return to England for leave and further study. Our connection wlth Latin Link is through the daughter of one of our church members. Julie Noble works in Oruro, Bolivia, which includes workin8 Wlth children and families at the Angel Tree Centre. In November we once again supported Samaritan's Purse, 'Operation Christmas Child, sending gift filled shoeboxes, 1005e hats, scarves, toothbrushes, sponges, and cash, all donated by members of the congregation. aL DII IKUCIIV a place to belong Through payment of Its Parish Share, this parish also contributes to the cost of mission and ministry in the many deprived areas which exist in the Liverpool Diocese. Church buildings and labrlc We continue to invest time and energy in the maintenance of the church building. Any building of over 160 years requires a structured pro8ramme of maintenance and renewal. From the last quinquennial inspection in 2018, we were aware that remedial work was needed on some parts of the building. The main elements of these have been conducted under a phased programme of work. 2024 will see the need for our next quinquennial inspection. During 2023 work was undertaken to renew parts of the choir vestry roof, areas of the adjacent south transept roof and adjoining lead valley5. The estimated cost of work to replace the hlgh-level windows on the south aspect of the church that have been leaking far exceeded our expectations and available budget. Instead, remedlal works were carrled out to all high-level wlndows on the north and south aspects to make them watertight and hopefully prolong their sultability for further 10 to 15 years. Due to prolonged periods of inclement weather in the latter half of 2023, some of this work wlll run over into 2024. Other minor fabric works undertaken durin8 2023 included 8Utter repairs over the main church entrance, repair5 to the flat roof over church hall storage rooms and various electrical replacements and repairs. Through all these activities, the PCC confirm that they have complled with their duty to have due regard to the 8uidance on public benefit published by the Commission In exercising their powers or duties. FINANCIAL REVIEW The accounts for 2023 show net income in the year of £38.3k compared with net income of £11.4k in 2022. The church was grateful to recelve 5 legacies totalling £129.9k from loyal members of the congre8ation who had passed away. Major works on the South Transept and high-level windows were undertaken in the year at a net cost, after recovery of Listed Places of Worship Grant, of £64.8k. Cash balances were £304k at year end compared with £264k at the end of 2022. The church derives most of its incorrte from 8iving by parish members, to whom it is grateful. The total unrestricted giving and donations in 2023, includin8 Gift Aid recovered, was £119k. The giving in 2022 was £125k. 10 al Jdl I If> Dil Nuair a placè to belong We continue to support Christian charities and relief agencies. both home and abroad 1£15.9kl and paid our full Parish Share. The PCC recognises that it faces challenges ahead to ensure that there are sufficient resource5 to meet the vision. whether those resources are needed for ministry or maintenance of fabric. We also acted as agents for £3,032 for the Diocese of Liverpool Isequestration fees), and payments to those actin8 as organists at weddings and funerals of £1,235. Reserves Pollcy The reserves policy of the PCC Is to hold in realisable unrestricted funds a minimum of 4 months 8eneral running expenses, and a fabric fund for emergency repairs, equating in all to £65k. Voluntary servlce The PCC would like to thank the many volunteers who sustain the Ilfe and ministry of St James,. Many members of the church also give of their time outside church, in many different voluntary roles in the public and charity sectors, with an impact well beyond the parish boundarie5 and this is acknowledged and affirmed by the PCC. Plans for the Future We continue to believe that there is a strong sense of God's callin8 across the North Meols Deanery for change. It is our prayer that congregations of the three churches in Birkdale will continue to be challenged to work collaboratively toward5 a vision for the future. We particularly look forward to workin8 Wlth the new vicar at 5t John's Birkdale once she takes up her appointment. Over the next few months Revd Sam will, alongside the wardens and PCCS of both St James. and St Peter's churches, begin a vlsion renewal and setting process. Working and building upon the objectives and aims outlined in thi5 report as well as discernin8 new or dlffering directions as we believe God leads. We will ensure our objectives in 2024 deliver those public benefits previously identified in thi5 report as well as maintainine the fabric of the church and the hall. APPROVED BYTHE PCC ON 18th MARCH 2024 AND SIGNED ON ITS BEHALF BY: Revd Sam Johnson Vicar Michael Lowcock Church Warden 11 al Qalllf> DlllkULxi a pla¢• to belong Independent Exam5ner's Report Report to the Parochial Church Council IPCCI of St James Birkdale on the accounts for the year ended 31" December 2023, as Set out on pages 13-21 of your Annual Report. Respective responsibilitles of Trustees and Examiner The PCC is responsible for the preparation of the accounts and it considers that an audit 15 not required for this year under Section 144 of the Charitie5 Act 2011 (the Charities Act) and that an independent examination is needed. It is my responsibility to: examine the account5 under section 145 of the Charities Act, to follow the procedures laid down in the general Directions glven by the Charlty Commlssion lunder section 14515llbl of the Charities Actl, and to state whether particular matter5 have Come to my attention. Basls of Independent Examlnerfs Statement My examination was carrled out in accordance with general Directions given by the Charity Commi55ion. An examination includes a review of the accounting records kept by the PCC 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 PCC concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audlt, and consequently no opinion is 8Sven 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. Independent Examlnerfs statement In connectlon with my examination, no material matters have come to rny attentlon: which gives me reasonable cause to believe that in any material aspect: the requirements.. - to keep accountSng records In accordance with section 130 of the 2011 Act, and to prepare accounts which accord wlth the accountin8 records and comply with the accounting requirements of the 2011 Act have not been rnet, nor to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts can be reached. Date.. Z7 OJ Grills Esq FCA JAFell&Co 40 Houghton Street Southport PR9 OPQ 12 Pag813 PAROCHIAL CHURCH COUNCIL OF STJAMES CHURCH. BIRKDALE STATEMENT OF FINANCIAL AcT￿￿lEs For the year ended 31$t Decembgr, 2023 Un￿StriCted Funds Reslrlcl8d Funds Totsl Funds 2023 Total Funds 2022 Note IncomlnB and EndrMm•nta from.. Donations Legac18S 2141 249.670 1,941 251.611 154.338 Ch8ritable Activib89 21bl 14.412 14.412 11.326 TfadlrvJ Activities 21cl 25.418 2,002 2T,418 9,012 Invaslmenls 21dl 12,933 12,933 2,765 Total Incom8 and Endowments 302,432 3,943 306.375 177.440 EX￿ndIt￿r¥ on: Charitable Ac￿VId81 3181 284.182 3.943 268,125 166,004 Totsl Resourc￿ Expended 288,125 166.004 N•1 Incom•ll•xyndltur•l 38,250 38.250 11.437 Tr•n¥f•rs b•tw••n lund• N•t mov•m•nt In fvnd8 38,250 38,250 11,437 TL)tal ftjnds brought fonwrd ot 1st Jonuary, 2023 443,529 8,262 451.791 440.354 Totsl lunds carrl•d forward at 3181 D•cemb•r, 2023 481.779 490.041 451.791 Th8 notes ￿ pages 1S 10 21 form part ol these account8. PAROCHIAL CHURCH COUNCIL OF ST.JAPJIES CHURCH. BIRKDALE Pag8 14 BALANCE SHEET A8 at 31st December 2023 2023 2022 Nola Flxed A8sets TaryJibl8 Assals 51al 178,348 180.314 178,348 180,314 Current Assets D8blors C8sh at Bank and In Hand 17,557 303,688 21.582 263.895 321.225 285.477 Liabilltbs Credllors'.Amount8 fdllnu due ￿thin one year 9,532 14,000 N•t Curr•nt A•i•tS 311693 271477 Totsl A88•t• h•• Curren¢ Uablllts•• 490,041 451.791 rotll Not Au•t• 490.041 451,791 Fund• of th• ¢h•r Unreslrtcl8d R68tricled 481,779 8.262 443.529 8,262 12 490041 451791 Total c￿rtty Fund• 490.041 451.791 Thè no19$ on pap8 15 10 21 form part of the8e 8ecount¥. Approved by the Paroch181 Church CtyJndl on 18th March 2024 and 81gn8d on it8 behalf by.. Rev Sam JDhn¥on Vicar Michaal Lowcock Church Warden P•rochlal Church Coun¢ll of Sl James 81rkdal8 NotÈ8 to tho Flnancial Stalements for the year ended 31st De¢emb8r 2023 Pag8 15 ACCOUNTIWG POLICIES The financial statement5 have be8n prep8r8d in accordance Wth th8 Church Accounting R8gulations 2we togeth8rth4th applicable accounting 8t8ndards and the Charfti85 SORP FRS 102. Th8 flnancl81 slalemonts hav8 b88n prepafod und8r lh8 hlstOriGg1 cost convonllon 8xcepl for Ihe Valuati￿ ol Investrr￿rnt assets. vthlch are showr al market valu8. The Ilnan¢lal stalem8nl8 include all tran$actlon8, assals and liabililles ftx the PCC Is r88pon81ble In law. They do not includo the 8ccounts of church woup8 thatow8 thgir maln affiliallon to anoiher body, nor those that a￿ Infomal 9alherings of church mèmb8r8. 1.1 Funds R8$lrieled funds repr959nt donatlons or gr8nts recalv￿ for 8 spaclflc object or Invited by the PCC for a $pe¢ifi¢ oblecl. These fund5 rnay only exp8nded on the specllic obieel for which they given. Any balance maining unspènt at the end of the year must b8 COfrf&J folward 88 8 balance on that fund. Unrestricted fund$ ropresent th8 general funds of the PCC Ihal ar8 not sutiject to any reslrfcllons re98rding th8lr use and are avallab18 lor appllcalion on the sener81 Pu￿58$ of the PCC. Funds deskJn81ed for 8 partlcular purpo$8 by the PCC 8re also unre$irlctsd, 1.2 Incomlng r•sourc Pl8nned glvlng, eollecllons and donallons are rectyJnlsed wthen ￿¢￿Ved Income lax r8coverable on Glft Aided donatlcnB Is recognl$od ￿en th8 Ineomlng reS￿rCe 10 vthIGh Ih6y r918t8 Is recèlved, Gr8ntJ And leoacles lo th8 PCC 8re 8¢wJntsd lor 88 soon as tho PCC 1$ nollfled of its18gal enlltlerr*nt. thè amouni due IG quanllfi8ble and 11$ ultimate receipt by the PCC Is roaSon8￿Y c8rt8ln. Other Incom8- rent81 Incom• frLYf th81gthng of chuvch prami¥e8 Is rocogn15ed whon the in¢om8 Is dw. All InFomlng r8Bources are 0¢￿unted for grosB. Inl8re5t 8n1lUem￿1S are accGxJnted for 88 they sc¢rue. Tax rocoveffjble on Such Incorne 1$ recognl$80 In the 8Bm8 acccunllng yegr. Gains and lossas on Inveslrnents. M81i8ed 081n8 or Ios888 ar8 reco9nls8d when invosiments ar¢ 801d. Unfeallsed galn$ or lo$s88 are account￿ for on r8v8luallon of Inveslmenl¥ a131 Dec&mb8r. 1.3 R•8ourco8 8x￿nd•d Gr8nts and donHtlons are 8ccoun18d l￿when pald over, or wh8n award$d, If that award cr8al•S blnding obllg8tion on Ihg PCC. Thè dK)¢e88n Share 1$ account8d for due. All olher expendlture gènerally wognS$ed when 11 1$ InCuff￿ and 1$ accounted fof gross. Parochial Chur¢h Council of St Jarnes Birkdale Not95 to the Flnan¢ial Ststements f¢4r the year On￿￿ 31$t Docember 2023 Page 18 1A Flxed A#s•ta 1A.1 Conse¢ratsd l•nd and bulldin95 and movablo ¢hurch furnlshlngs Censecral8d land and b8neflced prDperty of any klnL1 Is oxclud8d from the accounts by61012llclof the Charities Act 2011. Movable chur¢h fumlshings held by the Vicar and Chur¢hward8ns on sp8¢lal Iru51 for the PCC. and thich require a faculty for disposal aro accountsd lor as inalienablo propety unle$s ¢￿secraI8d. They ar8 listed In the church's Inveniory which can be InspBcled at any reasonable ts"rn8. 1.&2 Olh•r l•nd and bulldlng• Olh&r18nd and bulldlng5 hdd on behall Df the PCC for Ils om purpoBaS Is Ind￿jed in the 8ccounts 8t oriolnal cost. No d8precialion is charood aaainst such properti85 bul any expondiiure on malnténance or Improvement 18 wrltten off as inciirr8d. 1.4.3 Oth•r fixtur•4 & flttlngs aThl Offi￿ •gulpm•nt Equlpment Used ¥￿thIn the church pr8ml&es 1$ ￿l￿ell dovm lo 8sllrnat8d re81dtsal valu8 by d8preciHtlon on a 81r8ight15ne b88is over the nurnber of ye8r&. Indlvldu8111oms of equipment ￿th u purcha$0 r￿8t of £1,QOO or less arè wltten off the a858118 a¢qulred. 1.5 Inv••lm•nts Inv•slrr*nt8 are v81u•d at rnark81 vAlu& at 31 Decembor 1.0 Cutt•nt A•••t• Amoun18 O￿ng to the PCC 8131 Dac8mber in r8$pèct of f9e$, rent or other Incom• ar8 shown a8 debtors le$$ any provl8lon lor amounts th81 may provo uncolleclibla. Parochlal Church Coun¢ll of St James 81rkdal• Notss to the Financlal Statements for thp y*ar ended 31st De¢emb¢r 2023 Pago 17 INCOME AND ENDOWMENTS Unr0$1ritled Fund8 Restricted Funds Tot81 Funds 2023 Totsl Funds 2022 2 a t>on8tions ané LegaeA98 Planned &ving Grft Wd R8COV8rablg Cdlèclk)ns (open platel at all service8 Gift Aid Srn811 Donaiion Sch8m8 Le9acie8 D￿8110￿5, Appeals 01 Gifl Aid Recovgrable 90.131 18.493 5,598 1,492 129.gso 3.703 303 249.670 90,131 18,493 5,598 1,492 129.95D 5,514 433 251,611 93.227 19,574 4,647 1,227 24,763 9,499 1,811 130 1,941 154,338 2 b Charllable Acbvi11&6 Magazine Rent from Church Hall Weddlng and FungfBI Fees- PCC 296 11,791 241 8,872 11.791 14,412 2 c Olh8r Trgding Aclivltle5 Miscéllèneous Incom• Houseparty $8questrallon Grant8.'Cler9y Houslna Grgnt Granl&'.Church ol Éngl8nd Winter Fu61 Gr8nts..Lls18d Places of Wor8hlp 1,391 8,650 1.391 6.650 2.002 3.375 1.033 1.575 2.002 2,437 4,5fKI 500 3,375 1,033 25.416 2.002 2 d Investmonts Oivid8nd8 8nd Inler8¥t 12933 12.933 12.933 2.765 Total Incoming Resources 302.432 306,375 177,440 Parcthlal Church Counell ol Sl Jam•s Blrkdale Notes to the Financlal Statements for th? year endod 31st Oe¢¢mber 2023 EXPENDITURE ON Paue 18 Ljnrestiicled Fun 14.ODO Parochlal Church Councll of 8t Jam83 Blrkdale Not05 toth• Flnanclal Statsmgntrs lor thB year •nded 31st Decem￿r 2023 Page 20 10 Fund D8tr11s 2023 Syrplusl ID8fl¢iti 2022 Surplusl IDeficitl Th8 activities Included in 88ch of the FUNJS and the sUr￿u31¢def1CltI for the ygar are a8 follows: nerdl Fund8 125,9511 15,4211 Fabrbc Youth Club L8gacy H&ll 64,201 16,859 Restrlcled Andrew Raby Fabri¢ cypw Other R8sthel•d 38,250 11,438 Do61gnaied Funds 2023 2022 Tho closlng balance of Unre51rklad Funds ¢ornprised th8 lolbwlng.. General Fund8 FabAc Youth Club Legacy H811 Fund 222,004 11,500 647 246.873 755 481779 247.957 11,$00 647 182,672 755 443,530 The Fabric Fund is 8 lund that hdds Ihg sum of £11,500 to support any emer9ency works on Ihe Church. The yO￿h Club Fund relate5 lo the balance h&ld at the dlssolution of the lorm8r YLNJth Club and 18 retalThed In case of Ils r8lomialion. The Legacy Fund comprf$e$1oga¢ies left lo the church and not yet uUlSsed. Th8 HAII Fund IB a fund lo support ￿fjrkS In thè Church h811. 2023 2022 12 Reslrided FundB The c40sing balanc8 ol Resirfclgd Fund8 ¢ompriBed the follovAng.' Andrew Raby cypw 537 7,712 537 7,712 12 Mi881on The Fund5 yiven in memory of Andrew Raby ￿111 b8 used In s¢cordance vAlh the %Mshe5 of hig famlly. Th8 CYPW Fund is to fund thE Cost of a Chlldrens. Your@ Persons and Famili88 Worker. Th8 MSssK)n Fund ccthprfses funds speciflc8lly olvtsn to support l(th, nubon81 and Intemational Th15sicn. Parochial Church Gouncll of St Jarnes Blrtdale Notes to tho Flnanclal Statornent5 for the year ended 31$t Oecembor 2023 Page 21 1st Jan 2023 Incomlng R850ufGBS R8sourGes Transfe[5 31st l)ec 2023 Expended bets4Yen funds Th8 Movement on Ihese fund8 18 88 follov45:. Unr88tricted G8n8fdl Funds Fabnc Fund Youth Club L8gacy H811 247,956 11,500 647 182,672 755 149,138 1175,0901 222,004 11,500 155,295 191,0951 246,873 755 304 434 266.184 Reslricled Funds Andrew Raby CYPW Fund MI$81￿ Fur¥J S37 7,7t2 12 537 7.712 12 1.941 1.941 Tot81 Fund8 451,791 306.375 268,125 490.041