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2023-12-31-accounts

Trustees' Annual Report for the year ended

2023

Section A Reference and administration details

St Anne, Stanley and St Paul, Stoneycroft (583)

Charity name Other names charity is known by Registered charity number (if any) 1128079

The Vicarage, 28 Brookland Road West Liverpool Postcode L13 3BQ Telephone 0151 2282426

Names of the charity trustees who manage the charity.

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18		 Trustee name Office (if any) Dates acted if not for whole
**year **		 Ex Officio members
Emma Williams Incumbent
Victoria Allen Lay – Reader /
Ordinand and
DeanerySynod Rep
Russell Greenacre SSM Associate
Priest
Tracie Dunsby SSM Associate
Priest
Trustee name Office (if any) Dates acted if not for whole
year		 Elected Members
John Winder Warden & Deanery
Synod Rep
John Lynch Warden
Nanette Allen DeputyWarden
Stephen Judge Treasurer Until Nov ‘23
Barbara Lloyd Gift Aid Secretary
Moira Winder DeanerySynod Rep
Sheila Ashurst PCC Secretary
Jean Lynch PCC
Eve Stokes PCC
Diane Corrin PCC

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20		 Catherine Abbott PCC
Bernadette Wilson Treasurer From Nov ‘23

(optional information and ‘may choose’ information is nice to have but not a requirement unless income is over £500,000.00)

Further information (optional information)

Name Dates acted if not for whole
year		 Office held
Victoria Allen Safe GuardingOfficer

Names and addresses of advisers (Optional information)

Names and addresses of advisers (Optional information) Names and addresses of advisers (Optional information) Names and addresses of advisers (Optional information)
Type of adviser
Name
Address
Architects
details		 Ms Rebecca
Grimshaw		 6 Bridgeman Terrace, Wigan WN1 1SX
Bank name and address
HSBC, Old Swan

Section B Structure, governance and management

Description of the charity’s trusts

The Parochial Church Council (PCC) operates under the Parochial Type of governing document Church Councils (Powers) Measure 1956 and the Church Representation Rules. The PCC is a body corporate (PCC Powers Measure 1956, Church How the charity is constituted Representation Rules 2006) and a charity currently excepted from registration with the Charity Commission or ( if gross annual income £100,000 and over) a charity registered with the Charity Commission. PCC members are appointed in accordance with the Church of Trustee selection methods England Representation Rules 2006 and are elected at the Annual Parochial Church Meeting. All those who attend are encouraged to register on the Electoral Roll and stand for election to the PCC. Individual members of the PCC receive external training as and when deemed appropriate by the PCC

Additional governance issues

Day to Day management of the church was exercised by the standing committee, the only committee required by law. It has the power to transact PCC Business between PCC meetings and considers strategic issues which may affect the church. Members of the Standing Committee are:-

Rev Emma Williams Stephen Judge / Bernadette (Bernie) Wilson John Winder Sheila Ashurst Victoria Allen Moira Winder John Lynch

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Ex-officio: 2 SSM’s: Russ & Tracie

You may choose to include additional information, where relevant, about:

Policies for Child Protection (CP), Vulnerable Adults (VA), Fire & Emergency, Legacies and Reserves are considered each year at the first PCC meeting following the APCM. Administrative information

St Anne’s Church is situated on the corner of Cheadle Ave and Prescot Road, Liverpool 13. It is part of the Diocese of Liverpool within the Church of England. The correspondence address is the Vicarage, 28 Brookland Road West, Liverpool L13 3BQ. St Annes is the parish church for the parish of St Anne, Stanley and St Paul, Stoneycroft and is located within the deanery of West Derby.

The Parochial Church Council [PCC] is a charity exempt from registration with the Charity Commission. Structure, governance and management

It is PCC policy to maintain a balance on unrestricted funds [if possible] which equates to approximately 2 months unrestricted payments, to cover emergency situations which may arise from time to time. The balance of £2,000 in our deposit account does not match this target.

It is our policy to invest our funds with the CBF Church of England Deposit Fund.

Section C Objectives and activities

The general functions of the PCC are stated within section 2 of the Summary of how the PCC is Parochial Church Councils (Powers) Measure 1956. trying to fulfil the aims of the church. This should include When planning our objectives for the year, the PCC gave an explanation of the main consideration to the Charity Commission’s guidance on public objectives for the year as set benefit and, in particular, the specific guidance to charities out in its mission document concerned with the advancement of religion and /or focused on this year. Objectives and activities St Anne’s PCC has the responsibility of co-operating with the incumbent, the Reverend Emma Williams, in promoting in the ecclesiastical parish the whole mission of the Church, pastoral, evangelistic, social and

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ecumenical. It also has maintenance responsibilities for the parish church of St. Anne. When planning our activities for the year, the PCC gave consideration to the Charity Commission’s guidance on public benefit and, in particular, the specific guidance to charities concerned with the advancement of religion.

Achievements and performance

The Electoral Roll (+16 year olds) has 133 parishioners on it, of whom 41% are resident in the parish. The average weekly attendance, usually counted during October, showed 68 Adults, 6 11-16, and 18 children

Data from Electoral Roll 2023 : out of 122 respondents 97 offered their birthdates.

ELECTORAL ROLL 2024 AGE DEMOGRAPHIC - YEAR OF BIRTH

----- Start of picture text -----
2000-2008
1990-1999 Unknown
1980-1989 1930-1939
1940-1949
1970-1979
1950-1959
1960-1969
----- End of picture text -----

Review of the Year

The PCC and standing committee continued to predominantly meet via zoom over the past year. There was an average attendance of 99% across all these meetings. Revd Emma Williams continued as Vicar of the Parish and as Chair of DAC.

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Perhaps I should start with that 2023 was a strange year for me personally as I found a new way of working, following my resignation as Area-Dean. I have carried on being the Chair for the Diocesan Advisory Committee for Buildings and Fabric which I do really enjoy. The plans and dreams some of our churches have across the diocese are exciting and show growth which against the decline news that many would only want to pronounce. Some of those dreams are our own and we have had faculties applied for and approved for a shed to be installed in the locked area at the rear of church so we can purchase a ride-on mower which will definitely make gardening days a lot easier. The other is a complete refurb of the kitchen and toilets in the hall and sacristy. Plans have been drawn up, contractors appointed and work will begin as soon as possible after our May fayre in 2024. It will then be down to us all to ensure our new facilities are used responsibly, kept as we would our own in our homes and then they will last for years to come and hopefully will encourage our groups and an increase in hall lettings. Meetings continued concerning Fit for Mission and moving into a Single larger parish. The aim for this had originally been for January 2024 but currently this is now January 2025 due to various legal sticking points around patronage that had not been foreseen, but are important to get right. Here though in St Annes, in amongst all that goes on around us, in all the immense joys, concerns and grief we have continued to be God’s light within the parish. As a parish we seek a new way of being together across West Derby Deanery. In all of this we have sometimes fallen short and sometimes we have had those winning times but in all trying to be Christ’s hands, feet, presence to all those around us. Thank you all. Thank you for your continued support, despite the unknowns. Just to reiterate again, that whilst the changes will lead us to being one larger parish across what is currently 9 parishes, reaching from Croxteth Park to us here, Norris Green to Dovecot, creating a more collegiate way of sharing resources whilst still keeping our individual identities in worship. Because as we all know, one size does not fit all. Whilst we enjoyed This joyful Easteride last week and the whole range of other anthems our choir sing from Hallelujah chorus to Vicar of Dibley other parishes across our area would prefer guitars and drums to lead. Variety is the spice of life and this is what makes the Church of England work, there is something there for everyone and it is important that this is kept. So here in St Annes, we are Eucharistic centred, choral and we celebrate this and I like to think that we have fun whilst doing so. I know appearances can be deceptive, but Sunday mornings don’t just ‘happen’. We are blessed in St Annes with a wider ministry team, Russ and Tracie both continue to offer their services to St Annes as self-supporting ministers which means they both have full-time jobs elsewhere. But they, alongside Victoria as our lay-reader all continue to enhance our worship

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and assist in preaching and leading services throughout the year. We rejoiced with Victoria as she started her new journey on Ordination training in September and continue to pray for her as she walks this new path.

For this and for all you do a massive thank you to you all. My thanks also go to Geoff, David and all the choir who have continued to provide their musical talents to enable worship in St Annes to be the very best it can be - a shining example of what a parish church can achieve with hardwork and dedication. We have enjoyed themed Sundays and even delighted in welcoming Chrissie Rawsthorne when we celebrated her father’s music that was written especially for us at our Dedication Service last September. We also look forward to hearing more from David as he continues to publish music he has written, not least the moving piece in memory of his beloved dad. In July our Patronal festival was once again a wonderful celebration of church and God’s granny. Then in September came our 133rd dedication service – a testimony of service across the decades. These, our Special celebrational services for Christmas, Easter etc and our weekly worship simply would not be the same without the dedication of the choir and our organists. We are incredibly blessed here and sometimes I fear we become a little complacent about the time and effort it takes from everyone behind me every week to lead us in our worship. Thank you.

We are not however, and can never become, inward looking, a nice cosy club where strangers are not welcome. Community and how we engage with each other and those who live and work around Old Swan is vital for our survival. We need in fact to fling wide the gates and let all come in so they too can experience the love of God. Every single one of us came here for the first time at one point or another and all for very different reasons. No matter the reason that brings someone into St Anne’s we need to be the reason why they return.

There is much that takes place behind the scenes which continues to engage with the wider community is also vitally important and much appreciated. Our continual collection and special effort collection at Harvest for Foodbank is amazing, and when it’s dropped off, the staff at the foodbank hub are always so very grateful. It continues to be a sad indictment of our country that such things are required, but I am honoured to be a part of a church who are so willing to give to those in our community who are less fortunate than ourselves in such a tangible way.

This is also matched at Christmas when we collect toys and gifts for the more unfortunate in our parish and wider communities. Toys, books and gifts for them are generously given and bring huge delight to those who received them. Thank you.

Alongside these are also our weekly and monthly events. Our toddler group continues on a Thursday morning, They are a lovely group of children and parents/carers and anyone is welcome to join them, it is a lovely way to connect with our younger community members. Although some weeks ear plugs are required!

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Once a month our Link Group meets, again connecting with the wider community but this time for our older members. Strawberry cream teas, bingo games and visiting speakers all form part of this group. Thank you to Nanette and Terry and their team who arrange all of this.

And of course, church is not just about Sunday’s. Our occasional offices of baptism, confirmation, and weddings continue, with 18 baptisms, we had 14 confirmations in November and joined in with celebrating Lauren & David’s wedding over the summer.

We also continued in our funeral ministry, sadly saying goodbye to 10 members of our wider church community, including Ann Wright, Lil Davies, Barbara Northover, all committed to worship here and the wider community.

As a part of that wider community the links we have with St Anne’s primary school are vital. The governing body is made up predominantly from foundation governors – members of this church. Being a school governor is time consuming and as rules and regulations surrounding schools have grown exponentially over the past few years and requires so much more training and skills auditing. All the governors have specific roles and have subject areas which they work with alongside the teaching leads. As chair of governors, I know how much time is invested in the education and whole well-being of our young people from all the staff and governors. 2023 saw many continued discussions taking place around the potential new site for the agreed new build. Progress remains frustratingly slow, and yet in the meantime the school remains as wonderful as it ever was in achieving all it does for the young minds that attend there. Services and family celebrations and services take place in Church which allows parents, family, friends and carers to also join in celebrating with our young people.

The governance of Church continued and meetings have still taken place, and I thank the standing committee and the PCC for their efforts in meeting. I do truly appreciate the involvement and continued time and effort from you all in these hard cost-of-living times. Steve Judge as treasurer resigned mid-year due to personal reasons and I am immensely grateful to Bernie Wilson to taking this role on with assistance from Rachel Morley. They have, alongside Barbara Lloyd as Gift Aid secretary, have all continued to look after our finances, so thank you all for your time and expertise. My thanks also go to the two Johns, as our churchwardens. Both have helped to keep an eye on our building and have taken on the bulk of the mowing – volunteers to help keep our grounds looking wonderful are always gratefully welcomed – please do speak to them if you have green fingers or if you can offer some time to mow. Thank you to all those who already have their area they look after. My heartfelt thanks do go to all of you as without you this church could not operate. Each role is just as important as another and if you wish to find out more information about any job, large or small, then please do ask. For example, being on the PCC is not just about a meeting every other month, it’s about being a symbol and a voice for the whole

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congregation, being a presence at events and services and as a reflection of church life as a whole beyond Sundays. Sidepersons are the visible face of the parish at the door. They are the first folk new people see and as such friendly smiles and welcoming hearts need to pervade! New names for the rota will always be very welcome! Likewise, if you are interested in taking part in our services by being on the reading, intercession or serving rota I know Victoria will love to speak to you. Thank you to all who do offer their time and energy in these roles it is all truly appreciated.

There are also the ‘background’ roles that all mean our church looks fabulous and runs smoothly. So, my thanks to Julie and the flower ladies who make our look and smell so vibrant throughout the year, people always comment, upon entering here just how beautiful the flowers are. The amazing buffets and refreshments that are available, again thank you to all who help provide, bake, make and serve.

For our Sunday school leaders, acolytes, thurifer and Jayne, Margie and all those who clean and ensure that our service is ‘set-up’ ready for 10am on a Sunday, for those who ensure the ‘tea & toast’ is ready for us all after the service and for Jean who ensures the small church shop is open and selling seasonal gifts. The shop raises at least £100/month which is truly amazing, so thank you to those who donate items and for those who then buy them!

This extra income truly aids our ministry in this place. My thanks to Eve for continuing to organise the 100 Club. Every year this brings in £2400 so thank you to all who support it. Congratulations to the winners as well!

Thankfully our fundraisers were all hugely successful in 2023. Our May fayre had good weather and so this was well attended raised a wonderful £4061. Likewise, the Christmas craft fayre was able to be held at the end of November and raised another record amount of just over £1900! My thanks to Jean and Moira, Nanette, Terry and Victoria and all the teams that enable these two major events to take place.

The Christmas raffle was also held and with huge thanks to Barbara and all who donate items and sell tickets it meant that our finances at the end of the year have a much-needed boost by £837

At our APCM after our service today there will be an opportunity to look at the accounts more fully, please do stay. I do also just want to say, I realise many are giving to their limit but perhaps there are other ways you could help. If you are a tax-payer, please consider signing up to the Parish Giving Scheme, or sign up to gift aid or in time, talents etc. For us to remain worshipping in this magnificent building it took great efforts from our predecessors, likewise, for it to remain a place of worship for generations to come, it will take the effort of us all. It is not down to the few, the PCC, or even the vicar to make sure this church is healthy financially. It is the responsibility of us all.

It is frightening to think that our regular giving is not sufficient to our survival and so we are reliant upon other fundraisers and income

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sources. One of major bills, Parish Share, is the proportion of what each church pays to the Diocese towards the cost of ministry – the cost of having an incumbent, of training new folk, paying pensions and for church schools. It does not pay for Bishops or Archdeacons, the Cathedral or Diocesan offices or officers. Our Parish Share in 2023 was just over £40,000. That’s £40,000 on top of insurance, electricity, gas, water bills etc, it does cost us a lot to be open, approx. £4500/mth but the alternative is simply unthinkable.

So friends, until St Annes is miraculously left millions in a legacy that means we can relax a little, it is down to us all, the responsibility of us all, to seek the best ways forward so that we can continue with our mission and ministry in this place, creating Disciples and bring Christ’s light into Old Swan.

Where I/we have fallen short, I sincerely apologise. As I continue to be your Vicar, and chair of the DAC I pray that we will continue to work together to promote the Gospel in Old Swan. Invite folk to join us here, saying its ‘The Perfect Church for Imperfect People’ I do truly believe that is something we should be. I give thanks to God for all joys that the past year has brought. I give to God all the hurts and failures that have occurred, and I pray for all that might be, for Fit for Mission for the rest of 2024, for wonderful weather on the May fayre, and for many years to come. Remembering that all will be done in His name & to the glory of God the Father. Amen

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Grants and donations awarded to :- A concentrated collection was made for the local foodbank to celebrate harvest, with several other collections throughout the year Poppy Appeal Christmas Toy and Gift collection went to local in need families. Also you can include a list of the charities that benefited Clothing collections taken for Men’s Salvation Army Hostel from the grants (donations) given as per the financial Children’s Society at Christingle. statement Olivet to Calvary performance in aid of Whitechapel Centre Summary of the main activities undertaken for the public benefit in relation to Please see Activities section above these objectives and how the strategies and activities of the programmes undertaken by the church achieved the objectives. This could include details of regular worship services, home groups, women’s, men’s and youth groups, outreach work, etc

Additional details of objectives and activities (Optional information)

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Grant making policy You may choose to include further statements, where relevant, about: Legacy Policy

Explanation of any significant contribution by volunteers

Section D Achievements and Performance

Please see above Summary of the main achievements and performance of the charity during the year

Section E Financial review

It is PCC policy to maintain a balance on unrestricted funds [if possible] Brief statement of the which equates to approximately 2 months unrestricted payments, to cover charity’s policy on reserves emergency situations which may arise from time to time. The balance of £2,000 does not match this target. It is our policy to invest our funds with the CBF Church of England Deposit Fund. Details of any funds materially in deficit and details of any The balance of £2000 covers approximately two weeks in an emergency. steps being taken to eliminate the deficit

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The PCC acted as a financial agent for the following people/ organisations

Agent transactions

Further financial review details (Optional information)

You may choose to include additional information, where relevant about:

Section F Plans for the future

Continuing to become a bigger church making a bigger difference, so that more people may know Jesus and there is more justice in the world.

Continuing in Cohort 1 as we become the larger single parish, proposed name: St Annes in the Ecclesiastical Parish of Christ our Hope, Liverpool.

Establishing a Local Leadership Team (LLT) to work alongside the PCC to develop the mission and ministry of St Annes.

Section G Declaration

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees by clergy and laity

Signature(s)
Full name(s)
Position (eg Secretary,
Chair, etc)
Date
E. Williams		 S. Ashurst
Rev Emma Williams Mrs Sheila Ashurst
Vicar Secretary
28thApril 2024
28thApril 2024

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Stanley, St Anne and Stoneycroft, St Paul

Analysis of Receipts and Payments Selected period: 01 January 2023 to 31 December 2023

Total
General Designated Restricted Thisyear Lastyear
Receipts
Donations and legacies
0101 - Gift Aid - Parish Giving Scheme 11 945 49 0 0 11 945 49 0
0102 - Gift Aid - Bank (Standing Orders) 1 815 00 0 0 1 815 00 21 612 51
0110 - Gift Aid - Envelopes 8 673 77 0 0 8 673 77 0
0201 - Other planned giving - Parish Giving Scheme 924 06 0 0 924 06 0
0202 - Other planned giving - Bank (Standing Orders) 453 0 0 453 3 626 50
0210 - Other planned giving - Envelopes 2 841 05 0 0 2 841 05 0
0301 - Loose plate collections (GASDS eligible) 3 193 27 0 0 3 193 27 5 315 86
0305 - Loose plate collections (not GASDS eligible) 360 0 0 360 0
0310 - Retiring collections 1 236 07 0 0 1 236 07 0
0405 - Ad-hoc donations: non Gift Aid (GASDS eligible) 508 0 0 508 6 867 06
0415 - Ad-hoc donations: non Gift Aid (not GASDS eligible) 7 137 78 0 0 7 137 78 10 000 00
0420 - One-off Gift Aid donations 541 1 0 0 541 1 0
0601 - Tax recoverable on Gift Aid 4 025 61 0 0 4 025 61 6 448 97
0610 - GASDS Tax relief 0 0 0 0 709 17
0701 - Legacies 0 0 0 0 5 000 00
08A1 - Non-recurring one-off grants 57 0 0 57 6 113 75
0901 - Fundraising (general) 4 670 00 0 0 4 670 00 6 866 56
Donations and legacies Totals 48 381 20 0 0 48 381 20 72 560 38
Income from charitable activities
1101 - Parish fee for wedding or funeral 671 0 0 671 3 280 00
1230 - Church or Hall lettings - objectives 500 0 0 500 0
Income from charitable activities Totals 1 171 00 0 0 1 171 00 3 280 00
Other trading activities
1220 - Bookstall sales - fund raising 2 200 00 0 0 2 200 00 0
1240 - Church or Hall lettings - fund raising 0 0 0 0 4 616 67
1270 - Other funds generated 5 488 08 0 0 5 488 08 0
Other trading activities Totals 7 688 08 0 0 7 688 08 4 616 67
Investments
1001 - Dividends from shares 1 537 92 0 0 1 537 92 0
1020 - Bank and building society interest 0 0 0 0 2 520 08
1025 - CBF Deposit account interest 2 905 18 0 0 2 905 18 0
Investments Totals 4 443 10 0 0 4 443 10 2 520 08
Receipts Grand Totals 61 683 38 0 0 61 683 38 82 977 13
Payments
Raising funds
1701 - Fees paid to fundraisers 121 74 0 0 121 74 0
1730 - Costs of fundraising events 94 1 0 0 94 1 646 74
Raising funds Totals 215 84 0 0 215 84 646 74
Expenditure on charitable activities
1801 - Giving to missionary societies 0 0 0 0 273 67
1870 - Secular charities 176 6 0 0 176 6 0
1910 - Deanery/Parish Share 36 470 56 0 0 36 470 56 32 967 08
2010 - Salary of organist/musicians 1 590 00 0 0 1 590 00 3 240 00
2101 - Clergy working expenses 1 263 76 0 0 1 263 76 13 835 43
2120 - Council tax (clergy housing) 2 825 15 0 0 2 825 15 0
2130 - Housing expenses (clergy) 4 550 00 0 0 4 550 00 0
2140 - Water rates (clergy housing) 452 52 0 0 452 52 0
2180 - Reader expenses and subscriptions 100 0 0 100 0
2301 - Insurance premiums (church building) 5 250 00 0 0 5 250 00 4 813 40
2320 - Organ / piano tuning and maintenance 330 0 0 330 0
2330 - Church building maintenance (routine) 1 430 71 0 0 1 430 71 4 772 66
2331 - Cleaning materials & equipment (church building) 12 5 0 0 12 5 0
2335 - Church equipment costs 91 27 0 0 91 27 0
2340 - Upkeep of services 609 22 0 0 609 22 2 588 77
2345 - Church consumable items 4 831 95 0 0 4 831 95 0
2350 - Upkeep of churchyard & grounds 500 0 0 500 0
2361 - Governance costs & examination/audit fee 248 0 0 248 0
2401 - Church building - electric 5 605 88 0 0 5 605 88 8 109 93
2410 - Church building - gas 3 519 58 0 0 3 519 58 0
2420 - Church building - water 428 49 0 0 428 49 0
2515 - Other trading expenditure 0 0 0 0 110
2560 - Hall/Other building - maintenance (routine) 878 68 0 0 878 68 0
2570 - Hall/Other building - telephone and broadband 660 0 0 660 0
2701 - Church building major repairs - structure 4 200 00 0 0 4 200 00 0
2710 - Church building major repairs - installation 6 175 00 0 0 6 175 00 0
2801 - Hall/Other building major repairs - structure 0 0 0 0 11 580 00
Expenditure on charitable activities Totals 82 199 87 0 0 82 199 87 82 290 94
Other expenditure
2185 - Assistant Staff costs (Ministry) 1 650 00 0 0 1 650 00 0
Other expenditure Totals 1 650 00 0 0 1 650 00 0
Payments Grand Totals 84 065 71 0 0 84 065 71 82 937 68

CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examinerfs Report Report to the trusteesl members of On accounts for the year ended Charity no (if any) 1128olq Set out on pages I report to the trustees on my examination of the accounts of the above charity (Ihe Trust") for the year ended Responsibilities and As the charity trustees of the Trust, you are responsible for the preparation basis of report of the accounts in accordance with the requirements of the Charities Act 2011 ("the Acr). I report in respect of my examination of the Trust's accounts carried out under section 145 of the 2011 Act and in carying out my examination. I have followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act. I have completed my examination. I confirm that no material matters have come to my attention (other than that disdosed below ') in connection with the examination which gives me cause to believe that in, any material respect: accounting records were not kept in accordance with section 130 of the Act or the accounts do not accord with the accounting records Independent examinerfs statement I have no cOn￿mS and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached. Please delete the words in the brackets if they do not apply. Signed: Date: Name: Relevant professional quallfication(s) or body (if any): Address: IER October 2018

Section 8 Dlsclosure Only complete rf the examiner needs to highlight matters of con￿rn (see CC32, Independent examination of charity accounts: directions and guidance for examiners). Give here brief details of any items that the examiner wishes to disclose. IER October 2018