## **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.** |1
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20|**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||| 1 ## **(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 2 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 3 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. 4 **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)** |You**may choose**to 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.| 5 **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)** 6 **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| 7 |**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**| 8 ## **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**| 9 **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**| 10