2024-12-31-accounts - The Parochial Church Council of the Ecclesiastical Parish of Liverpool St Anne Stanley and St Paul Stoneycroft

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Trustees' Annual Report for the year ended

December 31[st] 2024

Section A Reference and administration details

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

Other names charity is known by

Registered charity number (if any) 1128079

The Vicarage, 28 Brookland Road West Liverpool L13 3BQ Telephone 0151 228 2426

Names of the charity trustees who manage the charity.

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
Bernadette Wilson	Treasurer
Barbara Lloyd	Gift Aid Secretary
Moira Winder	DeanerySynod Rep
Sheila Ashurst	PCC Secretary
Jean Lynch	PCC
Eve Stokes	PCC
Diane Corrin	PCC
Catherine Abbott	PCC
Rachel Morley	PCC

(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)

Further information (optional information)
Name	Dates acted if not for whole year	Office held
Victoria Allen		SafeguardingOfficer

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

Type of governing document[The Parochial Church Council (PCC) operates under the Parochial Church] Councils (Powers) Measure 1956 and the Church Representation Rules. How the charity is constituted[The PCC is a body corporate (PCC Powers Measure 1956, Church ] 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. Trustee selection methods[PCC members are appointed in accordance with the Church of 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

Bernadette (Bernie) Wilson, John Winder, Sheila Ashurst, Victoria Allen, Moira Winder John Lynch

Ex-officio: 2 SSM’s: Russell Greenacre & Tracie Dunsby

From 17[th] March 2025 onwards, St Anne Stanley and St Paul, Stoneycroft merged with other parishes in the area, to become Christ our Hope Liverpool (COHL). The following people serve on the COHL PCC at the time this report was completed. .

Elected Members

Lay Joyce Cooper, Elaine Fleming, Simon Huthwaite, Rachel Morley, Kathleen Nelson, Rosie Williams, Carol Wilson

Clergy Revd Canon Will Gibbons and Revd Claire Aldridge

Church Warden June Simm Co-opted Paul Carhart Incumbent/Rector Revd Canon Helen Edwards

You may choose to include Policies for Child Protection (CP), Vulnerable Adults (VA), Fire & additional information, where Emergency, Legacies and Reserves are considered each year at the first relevant, about: PCC meeting following the APCM.

Administrative information

policies and procedures adopted for the induction and training of trustees such as health and safety, disability discrimination and child protection;
training of trustees such as St Anne’s Church is situated on the corner of Cheadle Ave and Prescot health and safety, disability Road, Liverpool 13. It is part of the Diocese of Liverpool within the Church discrimination and child of England. The correspondence address is the Vicarage, 28 Brookland protection; 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 charity’s organisational the deanery of West Derby. structure and details of any other committees – include The Parochial Church Council [PCC] is a charity exempt from registration details of decisions which are with the Charity Commission. delegated

Structure, governance and management

relationship with any related trusts or charities
trustees’ consideration of major risks and the system and procedures to manage them. Can include Financial Risk, Health and Safety risk, Operational Risk, Safeguarding

The method of appointing PCC members is set out in the Church Representation Rules. All Church attendees are encouraged to register on the Electoral Roll and stand for election to the PCC.

Financial Review

Total receipts on ordinary unrestricted funds are detailed on the financial statements. £37,036 was contributed towards the Parish Share. We acknowledge and are grateful for no increase for 2025.

Reserves Policy

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

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

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 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 71 Adults, 7 11-16, and 22 children

Data from Electoral Roll:

out of 122 respondents 97 offered their birthdates.

Review of the Year

The PCC and standing committee continued meet over the past year until February 2025. 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.

We anticipate that in March 2025 we will see the formal beginning of the Single Larger Parish (SLP) and so PCC meetings will cease to occur. In anticipation of this, a Local Leadership Team (LLT) has been created and has begun to meet. Members consist of the group leaders of church activities alongside the treasurer.

This new way of working is taking some getting used to but alongside the other parishes in SLP we will get there and continue to seek to do God’s Mission and Ministry in this place and across this wider parish to the very best of our ability.

Also you can include a list of the charities that benefited from the grants (donations) given as per the financial statement

Grants and donations awarded to :-

A concentrated collection was made for the local foodbank to celebrate given as per the financial harvest, with several other collections throughout the year statement  Poppy Appeal  Christmas Toy and Gift collection went to local in need families. Summary of the main  Clothing collections taken for Men’s Salvation Army Hostel activities undertaken for the  Children’s Society at Christingle. public benefit in relation to  Olivet to Calvary performance in aid of Whitechapel Centre these objectives and how the strategies and activities of the All our groups serve to reach certain areas of society, be them young or programmes undertaken by old, male or female. No one is excluded from joining in and being a the church achieved the member of St Annes Church is not a requirement. objectives. This could include  Term-time weekly Toddler Group details of regular worship  Monthly group called The Link – especially aimed at those who services, home groups, are older members of society and who are perhaps on their own. women’s, men’s and youth  Weekly Choir Practice groups, outreach work, etc  Weekly Choir Club – for the younger members of choir to learn music theory alongside team building and fun.  Hosts of weekly Brownies and Guides  Bi-monthly offering of Messy Church for families

Additional details of objectives and activities (Optional information)

Youmay chooseto include further statements, where relevant, about:  policy on grantmaking;  Legacy policy  Contribution made by volunteers in time of hours or jobs undertaken.	Legacy Policy We have a legacy policy which we review yearly. Explanation of any significant contribution by volunteers Significant contributions by volunteers are always acknowledged by clergy. If not restricted, decisions on how they are spent have been made by the PCC.
Section D Achievements and Performance
Summary of the main achievements and performance of the charity during the year
	We have had a successful May fayre and Christmas fayre & raffle which are our three biggest fundraisers of the year. It has to be noted that the Parish Share remains a burden on our purse and any significant change in that will be detrimental to our financial health.

Section E	Financial review
Brief statement of the charity’s policy on reserves Details of any funds materially
	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 does not match this target. It is our policy to invest our funds with the CBF Church of England Deposit Fund.
	The balance of £2000 covers approximately two weeks in an emergency.

in deficit and details of any In an emergency we could pause parish share payments for 2 months, steps being taken to eliminate releasing £6,600 of funds which would give us a total of £8,600 if the deficit absolutely required. Agent transactions The PCC acted as a financial agent for the following people/

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

Further financial review details (Optional information)

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

the charity’s principal sources of funds (including any fundraising);
how expenditure has supported the key objectives of the charity;
investment policy and objectives including social, environmental or ethical investment policy adopted.

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.

Establishing a larger Local Leadership Team (LLT) to work alongside the wider SLP 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	B Wilson

	Rev Emma Williams	Ms Bernadette Wilson

	Vicar	Treasurer
	13thDecember 2025
	13thDecember 2025

Signed on behalf of the charity’s trustees of COHL

Signature(s) Revd Canon Helen Edwards

Full name(s)

Position (eg Secretary, Vicar/Chair of Trustees COHL PCC Chair, etc) Date

12[th] January 2025

ST ANNE STANLEY AND ST PAUL STONEYCROFT – YEAR END 31[ST] DECEMBER 2024 RECEIPTS AND PAYMENTS

General (Unrestricted) Funds

General (Unrestricted) Funds	General (Unrestricted) Funds
From 01 January 2024 01 January 2023 Note To 30 December 2024 30 December 2023
General - General Fund (Unrestricted) Fund Receipts Donations and legacies Gift Aid - Parish Giving Scheme Gift Aid - Bank (Standing Orders) Gift Aid - Envelopes Other planned giving - Bank (Standing Orders) Other planned giving - Envelopes Loose plate collections (GASDS eligible) Loose plate collections (not GASDS eligible) Retiring collections One-off Gift Aid donations (declaration on envelope) Ad-hoc donations: non Gift Aid (GASDS eligible) Ad-hoc donations: non Gift Aid (not GASDS eligible) One-off Gift Aid donations Special or specific appeals etc. Tax recoverable on Gift Aid Recurring grants Non-recurring one-off grants Fundraising (general) Total Donations and legacies Income from charitable activities Parish fee for wedding or funeral Church or Hall lettings - objectives Branch organisations - receipts Total Income from charitable activities Other trading activities Fundraising (Attic, Car Boot, Table top, Jumble sales) Bookstall sales - fund raising Church or Hall lettings - fund raising Other funds generated Total Other trading activities Investments Dividends from shares Bank and building society interest CBF Deposit account interest	11,910 11,263 1,797 1,673 10,847 8,501 600 600 1 2,786 7,848 3,100 305 360 91 1,045 50 5,994 2,402 1,965 2,051 4,138 842 306 75 - 10,715 6,575 120 64 4,688 57 3,768 7,043
	58,111 55,470
	939 2,406 150 500 50 -
	1,139 2,906
	2,100 - - 2,200 100 - 52 5,698
	2,252 7,898
	461 1,952 162 - 4,121 2,625

Total Investments Other income Refunds from previous year expenditure Total Other income Total Receipts Payments Raising funds Costs of giving envelopes and stewardship Costs of fundraising events Total Raising funds Expenditure on charitable activities Secular charities Deanery/Parish Share Salary of organist/musicians Clergy working expenses Council tax (clergy housing) Housing expenses (clergy) Water rates (clergy housing) Reader expenses and subscriptions Insurance premiums (church building) Telephone (church building/parish office) Organ / piano tuning and maintenance Church building maintenance (routine) Cleaning materials & equipment (church building) Church equipment costs Upkeep of services Church consumable items Upkeep of churchyard & grounds Administration costs for parish Governance costs & examination/audit fee Church building - electric Church building - gas Church building - water Hall/Other building - maintenance (routine) Hall/Other building - telephone and broadband Church building major repairs - structure Church building major repairs - installation Other PCC property upkeep Total Expenditure on charitable activities Total Payments Excess of Income and endowments over Expenditure Brought forward balance Total carried forward balance	4,744 4,577
	3,957 -
	3,957 -
	70,202 70,851 - 122 387 94
	387 216
	20 177 37,036 40,340 3,240 3,240 1,005 1,264 2,141 1,887 - - 473 - 96 100 5,537 5,250 60 - 200 330 3,965 1,431 66 13 169 91 272 609 1,534 4,832 208 500 30 - 259 248 4,300 5,600 6,307 3,525 761 923 158 879 660 720 - 4,200 - 6,175 60 -
	68,558 82,333
	68,945 82,549 1,257 (11,699) 95,686 100,758
	96,943 100,758

Designated and Restricted Funds

Designated and Restricted Funds	Designated and Restricted Funds
From 01 January 2024 01 January 2023 Note To 30 December 2024 30 December 2023
ANNE Flower - Flower Fund (Designated) Fund Receipts Donations and legacies Ad-hoc donations: non Gift Aid (GASDS eligible) Ad-hoc donations: non Gift Aid (not GASDS eligible) One-off Gift Aid donations Total Donations and legacies Total Receipts Payments Expenditure on charitable activities Upkeep of services Total Expenditure on charitable activities Total Payments Excess of Income and endowments over Expenditure Brought forward balance Total carried forward balance ANNE Community - Community Support (Restricted) Fund Payments Expenditure on charitable activities Church building major repairs - installation Hall/Other building major repairs - installation Total Expenditure on charitable activities Total Payments Excess of Income and endowments over Expenditure Brought forward balance Total carried forward balance ANNE Porch - Porch Fund (Restricted) Fund Brought forward balance Total carried forward balance	701 - 122 - 416 -
	1,238 -
	1,238 - 1,205 -
	1,205 -
	1,205 - 33 - - -
	33 - 32,563 - 22,809 -
	55,372 -
	55,372 - (55,372) - 57,563 57,563
	2,191 57,563 - - 1,220 1,220
	1,220 1,220

Balance Sheet detailed

Balance Sheet detailed
Class and code Description	As at 31/12/2024 As at 31/12/2023
Fixed assets Shares & CBF investments Total Fixed assets Current assets Cash - current account Cash – on deposit Cash in hand Accounts Receivable Total Current assets Liabilities Accounts Payable Total Liabilities Net Asset surplus (deficit) Reserves Excess/(deficit) to date Starting balances Gains/(losses) on investment assets Total Reserves Represented by Funds General (Unrestricted) Designated Restricted Total	77,180 75,321
	77,180 75,321 12,995 9,042 11,451 69,013 468 1,093 - -
	24,914 79,148 3,367 -
	3,367 -
	98,727 154,469
	(57,601) (10,936) 154,469 159,541 1,859 5,864
	98,727 154,469 95,283 95,686 33 - 3,411 58,783
	98,727 154,469