2023-12-31-accounts

The Parochial Church Council of the Ecclesiastical Parish ofst. Peter, Formby Registered Charity No. 1128383 ANNUAL REPORT & FINANCIAL STATEMENT st For the year ending 31 December 2023 Incumbent: Reverend Canon Anne Taylor Curate: Reverend Gordon MacLeod to July 2023 Bankers: CAF Bank Ltd 25 Kings Hill Avenue West Malling Kent ME19 4JQ Inde endent Examiner: John Hughes BSC, FCA Heriot Hughes Chartered Accountants 42 Crosby Road North Liverpool L22 4QQ Architect:_ Rebecca Grimshaw Anthony Grimshaw Associates 6 Bridgeman Terrace Wigan WNI ISX Treasurer: Irvine Rawcliffe

ST PETER'S PAROCHIAL CHURCH COUNCIL th Charity Trustoes on the PCC from the start of the financial year untll 12 May 2024 (APCM) Incumbent The Revd Canon Anno Taylor Curate The Revd Gordon MacLeod (Appolnted Priest in charge Christ Church, Willaston)- July 2023 Lay Readers Mr Petsr Davies Mr Matt Parkes Wardens Mrs S Gorman (Re-elected 21 May 2023) Mrs G Holroyd (Re-elected 21 May 2023 (Chair of Finance Committee) Representatives on Deanery Synod Mr J Ryan (Reolectsd 21 May 2023) Mr M Pitts (Retired 21 May 2023) Mr C Cotsworth (Re-electsd 21 May 2023} Mrs S Flaxington (Re-elected 21 May 2023) Mrs G Holroyd (Elected 21 May 2023) Elected Members Mr M Andrews Mrs P Barrett Mrs A Cotsworth- (Secretary) l*Ars J Crawford (Re-electsd 21 May 2023) Mrs J Dean Mrs S Edwards (Re-elected 21 May 2023) Mr S Edwards (Co-opted May 2023 and reolected 2 October 2023) (Chair of Fabric Committee) Mr M Fletcher (Co-opted May 2023) Mr A Greenyer Mrs V Hall Mr R Jacques (Re-elected 21 May 2023. resigned Septembor 2023} Mrs F Martin Mr P McHenry ( Lay Chair Ichair of Horizons Commlttee) Mr K Millington Mr l Rawcliffe - (Treasurer) (Reélected 21 May 2023) Mr M Waff (Elected 21 May 2023) Mrs G Warr (Electsd 21 May 2023) PCC Membership Members of the PCC are either ex officio or elected by the Annual Parochial Church Meetlng (APCM) in accordance with the Church Representation Rules.

3a Annual Report of the Parochial Church Council 2023 structuro, Management and Goveman¢e The Parochial Church Council of the Ecclesiastical Parlsh of St. Peter, Formby (St Peter's PCC) was registered as a charity on 4 March 2009 - Registration No 1128383. St. Peter's PCC operates under the Parochial Church Council Powers (Measure) 1956, the Charities Act, the Church Representation Rules & the Church Accounting Regulations 2006. The format of the financial statement and the scrutiny required is in compliance with the Charities Act and the associated regulations and the Charity Commission's Statement of Recommended Practi (SORP 2017 FRS 102) The method of appointment of PCC members is set out in the Church Representation Rules. All church members are encouraged to register on the Electoral Roll and stand for election to the PCC. PCC members are made aware of issues such as trustee responsibilities, basic health and safety, risk assessment and management, and child protection procedures. Individual members of the PCC re￿1ve external training as and when deemed appropriate by the PCC Day to day management of the Church is exercised by the Standing Committee which is the only committee required by law. It has the power to transact PCC business be￿een PCC meetings and considers strategic issues which may affect the Church Members of the Standing Committee are:. The Revd Canon Anne Taylor The Revd Gordon McLeod - until July 2023 Mrs Gillian Holroyd Churchwarden Mrs Sarah Gomian - Churchwarden Mr Paul McHenry- Lay Chair Mr Irvine Rawcliffe - Treasurer Mrs Anne Cotsworth - Secretary PCC Other related trusts.. St. Petsr's Fonnby Educational Trust 201￿ registered charity 1168392. The Irustees are the Vicar and Churchwardens for the time being of St Peter's Church.

3b Risk Assessments: To identify their major risks, the PCC has undertaken a programme of assessments. PrO￿dureS were then put in place to manage those risks and minimise their impact on the life of the church. Action in the main areas of risk has been taken as follows.. i) Financial Rlsk An annual budget is prepared to ensure short term viability. Actual results compared with budget are considered at every meeting of the Finance Committee and reported to the full PCC. The investments held by the PCC are reviewed regularly by the Finance Committee. Investments are only made through the CCLA. All assets are insured and levels reviewed annually and approved by the PCC. The PCC has approved internal controls for annual accounts, cash, cheques and electronic payments handling and these controls are regularly monitored. Also, the banking arrangements and the operation of electronic banking are subject to regular monitoring. ii) Health and Safety The Fabric CommÉttee regularly reviews health and safety issues and reports to the PCC. The PCC has been appraised of the risks and the ne￿SSary Complian￿ requirements and these are being complied with. iii> Chlld and Vulnerable Adult Protection All those working with children and vulnerable adults have been fomially checked under current legislation. It is the policy of the PCC that all those who work closely with children or vulnerable adults are vetted and cleared through the Disclosure & Barring Service and Online Safeguarding Training. David Johnson is the PCC Safeguarding Co-ordinator and the PCC policies are maintained in line with legislation and with Diocesan advice. iv) Operatlonal Rl8k In the event of the church becoming unusable for a limited period the Church Hall would be available. Objectives and Activlties The general functions of the PCC are ststed within section 2 of the Parochial Church Councils (Powers) Measure 1956. St Peter's Parochial Church Council (PCC) has the responsibility of co-operating with the incumbent, in promoting in the ecclesiastical parish, the whole mission of the church, pastoral, evangelistic, social & ecumenical. The PCC is also responsible for the maintenance of.'_ The Church and graveyard The Bier House The Curate's House

Achlevement of Objectives for 2023 3c Objectives for 2023 1. To plan for the Implementstion of the 275 Vision Report The 275 Vision report focussed on three areas - A Community of Welcome, A Community of Faith and A Community of Service. A working group was set up to look at each of the three areas and their report provided a road map for the parish as we plan for the future. It was vital that our 275 anniversary year was not just a source of happy memories but a vital springboard for the next couple of years. We continue to build on these three areas, for example - A Community of Welcome.. work is ongoing to make our church has accessible as possible to everyone, A Community of Faith: the new Faith Committee have planned a comprehensive programme of events. A Community of Service - the volunteer survey has helped identify new people for a variety of roles. There are other initiatives that have happened or are planned for each of these areas. 2. To organise events that further connect with all ages. Working from the 275 report a new Social and Fundraising committee has been formed and a list of possible social events are planned for the next two lo three years. The children's after-school club will be started again in October 2024 and we continue to build on the success of the Haribo Service8. Sunday Club and Little Fishes. Primetime, Timeout and Mothers, Union along with our outreach programme of Bacon Barns & Banter and Singing for Fun Thursdays reach many adults. 3. To fund raise towards tho cost of major roof repairs A wonderful £20,287 was raised for the Roof Appeal through generous donations, the Anfield Abseil by the Vicar, Churchwardens and Organist, Joan Rimmer's Talk on old Fomiby, marmalade sales and a concert. Further donations have been promised and we are very grateful to everyone for their support. 4. To continue our Involvement with the project in Kalule, Uganda; A team is preparing to travel to Kalule, Uganda, in May 2024. The team will work alongside the teachers and children in the school and support the work of the Women's Project. This project touches the lives of those who travel. those who support the project and all who we engage with in Kalule. The project has enhan￿d the education of the children and the Ugandan government now also support the school as two new classrooms have been built. We continue to support the children from poorer families in the final years of their primary education through the child sponsorship scheme. 5. To work towards achleving our Gold ECO award. We have been invited to join a pilot scheme by the diocesan Net Zero Carbon Project which will help us to make sure that we are as environmentally friendly as is possible for a church building that is 277 years old. This project will help us work at achieving the Gold Eco Award. Worship: Average Attendanca 8.30am Eucharist 18 to 25 (including 4 children) 10am Eucharist 110 to 150 (including approximately 20 Ghildren) 6.30pm Choral Evensong I Service of Wholeness 30 to 34 adults In 2023 there were baptisms (29), Confirmation (7 young people and 3 adults), weddings (6), wedding blessing (1), funerals (41) and interments (24). Wednesday morning Eucharist 40 to 50 adults WOW Services for the under 5s held monthly 45 to 55 adults - 45 to 50 children Children's Haribo SerVi￿s held On￿ a month 25 to 30 adults - 28 - 32 children

Christmas SeNices: approximately 1300 people attended the Carol Service and on Christmas Eve and Christmas Day. The live stream facility has been invaluable to so many who are unable to physically join us for church services. This has included those who are housebound, local care homes, on holiday, those who now live a distance from Formby, including Wales, Scotland and Western Australial This way of engaging with our services has become extremely important to our community and beyond. Church Fabric: Repair and Maintenan￿ is done on a regular basis. In 2023, expenditure totalled £8,296 items included- Electrical work (£1,953) FirelAlarm service (£794), BoilerlPlumbing service (£1,302). Window Cleaning (£1020), Cleaner (£980) plus other smaller costs- No large projects were undertaken Church yard.. Total expenditure was £9,824 which included- tree work (£5,562), Christmas trees (£935) and gardening contractors (£1,370) & Garden of Remembrance (£1,111) Finance, Giving and Fundraising. Our Parish Share in 2023 was £119,371. Parish Share is the way that the Church of England pays for mission. It contributes towards the cost of ministry both in our own parish and other churches less fortunate than us. The amount we received in Planned Giving was £91,387 plus an additional £6,134 received via the collection plate. Gift Aid Tax reclaimed was £28,458 which includes £2,000 under Gift Aid Small Donations Scheme on loose plate collections. A large number of givers now use the Parish Giving Scheme which allows direct debit payments to be made from their bank. The Scheme provides many benefits and supports an annual review of giving. We would encourage all givers to take up this system of giving. In 2021 a card reader system was intrOdU￿d to enable contactless donations. This has brought more diversity to our giving, enabling donors to make immediate on-line payments without using cash or issuing a cheque. Roof Appeal FoSlowing the quinquennial inspection in June 2022 repairs were required to the roof coping over the nave and the cupola due to water ingress. Following a tender process the firm of Lloyd & Smith, Oldham was appointed to undertake the work. Rebecca Grimshaw of Anthony Grimshaw Associates Wigan was appointed as our Architect. The cost was £119,179 with a further 1610 fee payable to the Architect-£19,804 Fortunately we have been able to obtain funds from the Listed Places of Worship grant scheme to cover the VAT costs which amounted to £22.492 The work was SUC￿8sfUllY carried out between July & September 2023. The Roof Appeal raised a magnificent £20,287 including gift aid which was in addition to the funds raised in 2022 of £1.831. In order to make up the dtfference funds were withdrawn from the Heywood Bequest Fund. Rebecca Grimshaw has now been appointed by the PCC as our Architect.

3e Christmas Tree Festival The Christmas Tree Festival was well attended and supported and a great success with a total £2,537 being raised. A total of £1.379 was collected and distributed to the following charities:_ BBC Children in Need Uganda Appeal - women's project Shoebox Appeal Refugee Support group Southport Lifeboat Peterhouse School Royal British Legion Papyrus (Teenage Mental Health) Little Fishes Compassion Acts (Formby Pantry) British Heart Foundation Cardiomyopathy UK th 9 Formby Scout Group Formby Befriending Scheme Bridge Inn Community Farm Freshfield Animal Rescue Voluntary Income A total of £9,810, which incorporated 10Vo of voluntary income re￿ived, was donated to many local, national and overseas charities during the year. Additionally, £1,500 was set aside for the Uganda Overseas Development Project. The Charities thal benefitted in 2023 are as follows:. Churches Together in Formby Altcar & Hightown Water Aid Citizens Advice Bureau Southport Samaritsns Friends of St Joseph's Sefton Cancer Support Rainbow House Sefton Advocacy Sefton Women's & Children's Aid Southport Food Bank Open Doors Queenscourt Hospice Southport Offshore Rescue Trust Dogs for Good Asylum seekers Merseyside Whitechapel Centre Toilet Twinning

Learning Rooms Claire House Sightsavers Mission of Charity (Liverpool) Mary's meals Papyrus Southport Soup Kitchen Refugee Support Group Shoebox Appeal Autism Initiatives Women's Refuge Alzheimers Society Stemcell Scousers Formby Luncheon Club Foundation for Relief and Reconciliation in the Middle East 3f Special Collectlons Additionally,. special collections throughout the year raised funds totalling £9.574 including gift aid which benefitted the following charrties'.- DEC Earthquake Appeal Queenscourt Hospice (Lent) Train a Priest (Lent) Southport Food Bank (Harvest) Freshfield Animal Rescue (Pet Service) Make a Wish (Baptism collection) Church of England Children's Society (Christingle) Whitechapel Centre (Advenl) 500/0 of donations receivecl at baptisms are shared by the PCC with a nominated children's Charity. This resulted in a total during the year of £458 being given to Make a Wish. Other Funds Due to the impact of Covid19 in 2020 a fund was set up (Horizons Emergency fund) to assist with pastoral needs in the Parish. In 2023 income was £188 and expenditure £257. Leaving funds as at 8t 31 December of £339 Our on-going fund-raising activity continues to be for the Oversea Development project - Uganda Appeal and a magnificent total figure of £5,591 for 2023 was received. Expenditure on this project amounted to £6,695. This is an ongoing mission with more developments over the coming months with a visit to Uganda arranged for 2024. Financial Review Each year a Budget Plan is approved by The Parochial Church Council and performance is monitored regularly throughout the year at meetings of the various committees. Any variations from the budget are addressed and appropriate actions tsken The planned giving and plate collections income levels for 2023 have seen a pleasing increase from 2022. We are fortunate at St Peter's to have substantial Trust funds which have provided a regular stream of income over the years. In order to undertake the Roof repairs, shares to the total of £87,000 from

3g the Heywood Bequest Fund were sold. This disposal of capital will have an impact our future income which enables us.to undertake repairs and maintenance to the Church and Church properties. Trust fund capital or income is not available for us to use towards the payment of our Parish Share. We continue the need to increase our voluntary income to meet our increasing commitments especially our Parish Share which will increase in 2024 to £123,000 per year. Our net position in 2023 resulted in a net loss of £23,268 which increases overall with capital movement to a loss of £106,812. Our investment properties were revalued resulting a decrease in the valuation for the Victoria Hall from £250,000 to £225,000 {-£25,000}. The property 3 Kenton Close- (Curates House) remained valued at the same amount as 2022 - £325,000 Our investment assets investments saw a net reduction in valuation of -£83,544.as at 31, December 2023. Funds held as Custodian Trustees on behalf of others a) Agent transactions DBF (Statutory) fees remitted to Liverpool Diocesan Board of Finance amounted to £8.814 PCC Fees distributed to Clergy as fees for Weddings and Funerals was £1.314 b) Organists and Vergers Disbursements relating to Weddings and Funerals amounted to Organists £3,180 Vergers £1,120 c) Third Party Charity- Funds Held Funds re￿iVed and disbursed in respect of the Church Hall managed by St Peterfs PCC on behalf of St Peter's Educational Trust amounted to £6,243. Arrangements have now been agreed that future Church Ha51 income and expenditure will be routed through St Peters Educational Trust accounts. Performance of investments is seen in the long term and is subject to on-going monitoring by the Finance Committee. CCLA, our fund manager who manage CBF funds, recognise that the business cycle is over a period of years and their aim is to grow the capital in the CBF Invesfment Fund and also generate an income which will protect against inflation. Investment income in 2023 amounted to £14,325 which increased due to the higher interest rates seen on the CBF Deposit Fund.

3h The performance of our investments continues to be reviewed regularly by the Finance Committee and is subject to recommendations following appropriate professional advice. Victoria Hall was revalued in 2023 resulting in a reduction in the valuation figure of £25,000 to £225,000. The rental income came to a lotal of £13,595 for the year. The curates house, 3 Kenton Close, was also revalued showing at the same figure as 2022 £325,000. The property has been rented out since June 2022 and rental income of £16,550 was re￿iVed Reserves Policy It is the policy of the PCC to maintain a balance on unrestricted funds which equates to approximately six month's unrestricted payments, to cover emergency situations that may arise from time to time. Due consideration in this calculation has been given to the potential high costs arising from repairs due to Ihe age of the Church. Going Concern The PCC has considered the issue of the charity as a going concem and concluded that the charity can continue for the foreseeable future Plans for the Future The general functions of the PCC are stated with section 2 of the Parochial Church Councils (Powers) Measures 1956. When planning our objectives for the year, the PCC gave consideration to the Charity Commission's guidance on public benefit and, in particular, the specific guidance to charities with the advancement of religion. To support and encourage our new curate, Lilly Nelson, as she begins her ministry in St Peter's. 2. To organise events that further connect with all ages in our community. 3. To fund raise towards the expenditure of our mission and ministry. 4. To continue our involvement with the project in Kalule, Uganda. 5. To work towards achieving our Gold ECO Award.

Correspondence Address: St Peter's Parochial Church Council Foymby Church Offi Paradise Lane Formby Liverpool L37 7EH Tel. No 01704 871171 email: office st etersformb .co.uk website'.www.stpetersformby.co.uk St Peter'g Church Is part of the Dlocese of Liverpool within the Church of England.

Pa￿4 PAROCHIAL CHURCH COUNCIL OF st pètbr's Church, Formby STATEMENT OF FINANGIAL ACTIVITIES Forih•y•irpnded31 Dè¢4mtyèr2023 o•s￿rt￿ted FundB EndDwm&ni Fund TOTAL FUNDS 2033 2022 Fund$ Funds INC(VIING REsouxces 124,003 112Wk 22.492 184.68e A￿￿tI￿lorI￿0Ilng1undg 15,536 15.536 407 In¢(th&lrom Inyqstn 17,318 5.1 21.9b2 44.470 31,980 ChUrth•￿￿￿£S 16,33 16.23S 14,728 Othwincomiw r&sow B7,LW 87.OIM) TOTAL INCOMING 11) 1$2 251 ResouRCES USED C1￿hA¢4￿U?S a(a) 161116 rJ.802 43.SK> t16,849 342,243 f94.034 Coslsofi¢nÈillrwaYoWrtaryifi¢omtr 228 128 Fund￿￿ tr&inB tsXI$ 3(cl 15.192 Govem4vc8coyts 4d) 16,328 fg.BO4 38.132 22.2EJ ReSwKO$8XP￿dell TOTAL R&8OURCES EXPENDED 177 138 84T 36129$ 23 NETINCOMING IOUT(IOINGI RESOUBCES BEFOREOTHER RE￿G￿$￿0fjAlNs ANO LOSSES oniev4iuatlon of5￿TdA&BÈIts ¢nievs1￿110n i¥pos 44) frfbl bl 16,252 27,316 (95.8601 125.0001 1Sa.1E31 125.0001 11.0241 100.OOD Tr8￿fer&bb￿0¢nfur 111.0441 I2,￿& NETMt)veMEWTIN FUNDS 18 758 Balance5b￿￿&1 IsiJanMry2023 103.224 11,534 435,820 533.830 1.083￿17 1.035.38e 881ancès¢NWd at31sl DBcefflbpr202Y 12 97Y ID5 Tho n￿•$￿ psgè& 8 ￿ IQ p8rtoftknpae4>YJ 1210W2024

PAROCHIAL CHURCH COUNCIL OF St Peter'¥ Church, Formby BALANCE SHEET At 31 Dectrmbw2023 2023 2022 FIXED AS8Ef8 Tangible Invvslmenl Inveslmanl property 51al 5(bl J17.654 550,000 376.198 575.IX)O 867 6S4 951 198 URREWT ASSETS Stock Debtors Shortlerm de¥￿t9 Ca8h 3t bank and In hand 120 3,124 85,QOD 54,è11 5.816 60,000 56.187 122 123 143 1S6 LIABILITIES Crèditors- Amo￿tE fal￿ In onoyear 12,673 tO,437 NET ¢URReNY ASSETSILIABILlllES 32,719 TOTAL A$SET8 LESS CVRRENTLIABILIMES 977,105 1,085,917 Cr8dlttrs. amwts du8afteroneyeBr TOTAL NET ASSETS 97Y,10S 1083 917 PARISH FUNDS Un￿Sid(l￿￿ 08919￿ted R&51ri¢tèd E￿oWment 88,0 12,252 422.914 9.893 f03,225 11,534 435,325 s￿,833 9&10 9&10 977 105 1083,917 Apy0Y￿ by114e Par{xth￿ ¢hurth Counulon........ .Bnd &gnBd Dn 115 b8h8Wby'. Th&R rsnd Ca Ann£ Tay INin$ RawditTe Thè Th)t88 ￿ p8ge98 10 10 form pariolthe58 accouni8 05103J2D24

Pag& 6 PAROCHIAL CHURCH COUNCIL OF ST PETER'S, FORMBY NOTES TO THE FINANCIAL STATEMENTS For th? year ended 31 December 2023 Aetoutttln% poSiel¢$ The fiThanLy4 $laleMeDls have been p￿pared In accoidancts ¥vilh the Church Accountlng Regulalions 2006 toget1r￿th applicable a¢counling siand8rds and th8 current statement of Re¢ommerKled Pra¢Uc, ACCO￿tIng and Reporbng by Charilie$ and applltable accounting Standard FRS 102 Thè flnenci915taem8nl$ b8ve beeTr prepared under the hL8todcal cost convention except forknveslment 888et8 which are shown at mbrkèt value. The finano81 slatetnenls Include all transaclion5 8$sels and liabililles for wh the PCC 1$ ￿spOnsible in18w. They do not iTrdude Ihe accounts of church groups that owe their maln 8ffilialion lo anolher body, norlh(tse Ihatare in[￿m81 g8lhering$ of churth member8. Fun18 Endthvfflentfvnds are funds, tfte ca￿181 ofwlxch mu>l be rnaintain8d-, ￿the[ pemanenlly or at the PCCS distreiion,. e incotDe dèrived frotn Ihe end(Mmeni may be used Éllher a5 ￿$trIcted orunreslrlcted fvrxls depending upon purpose forwhich Ir endowment was Èst8blish8d ilb the Iirst place. Resfvted funds comwse lal igcome f(om endowment8wlu¢h may be eXFE[￿￿ only on Ihe restricled purpose intended by th8 donor. and Ibl revenue donation5 orgranls ￿e￿l¥ed for 8 specifi¢ PCC 8Ctivity inlended bythe doTh)r. Where these funds have un5penl b8lance5, iiilereston Ihéirpood inveslm8nl is apporboned to Ihe indlvidu81 on an Bv&age balance basis UnfftsbYcf6dfvrtds are gener￿ fvnds whith can be u8eO for PCC or(tbDary purpose$. Designated thnd$ 8r• generaifunds s61 osid& by the PCC forus8 th the lututs. Pr(yocI fvnd$ 8re de5ignal (orsperific projeclfor administation purposes onty. Funds dwnaled as inve8tsd in fixed assets forthe PCVS own use are abated In line vlith ihose 855et$' annual 4Jewecialion charges in the SOFA.D88wnoied fijnds Tem81n Unrestr￿ed and the PCG w411 move qnysurplus lo othErgeneral lund8. Incomlng rosour¢ P4anned giving. colleciions and sim1￿rdo￿atIon¥ are retogft18ed when received. Tax r8funds are recogn￿edI¥hen the Incomin9 teÈource to whlch they relate Is re￿IVed. Grants legaues are Sccodnted for%4en the PCC is enlilled lo Ihe use of the reswrs, Ih6ir ullitnale recept is ¢onsxlered reasanably ceriain and the amounls du8 a￿ readlly. quanllf18ble. Divtdonds afe gc¢ounied ft>rwhEn declared receivable. interast as and VI￿n 8ccrued bythe payer. Ml I￿Orning résource5 ￿￿ acCo￿ted forgross. Re$oufCOS expgndod Grants an(1 donallons are accounted forwhen paid over, orwhen award8d, If that aw8rd creates a bit￿1n9 or cons¢ructkve ob1￿jaIlOn on Ihe PCC. The diocegan par18h share expecteLI to bE pald over 1$ accounted forwhen due. All Olher exp8nditwo18 generally retognised when it 18 incUr￿d and 1$ a¢CDtsnled fr)r gros$. Fixod assots Consecmted and benellca proww Is rxjl in￿ded in the arcounts In accord8nrts wllh 8.1012Xal & Icl of the Charthe¥ Act2011. Movabhi churLth fvmishings hdd by the w¢8r 8nd chuichwardens on $pedal Itusl forthe PCC and which require a faculty fordlsposal are inal￿nable prop8rty, li51ed in the chur¢h'È inventory. vA)l¢h can be inspÈct8d lal ony reasonable limel. For anwhing ar4uired prior lo 2000 there is insufficieni ¢051 informat¥)n availabk and therefore such a$88ls are not valued in ihe financial slatemenls. SubseqLEnly. no indlwdual item has cosl tnore than £1QOO so all such eypendtture has t*en wrilteTr off vthen in¢urred. Eiuipment used wlhin the ehurch prernises18 dep￿cIated on a slraiym-line basis over fouiyears. IrK1ividyal ilerns of equipment wllh a purchase PllGe of £500 or less are WTilten off wherE the asset is a¢quired. Inveslmenls are valued ai market value at 31 December. lThvgstm&nt Propbtrty ID¥eslmenl property k8 indud8d al vaknalion. Gains are recognised in the state￿Tht of Flnancial Position. 29102r2024

P￿¢7 PAROCHIAL CHURCH COUNCIL OF st Poter's Ch￿rth, Formby NOTES TO THE FINANCIAL STATEMENTS Icontlnued} For th• yearendèd 31 De¢•mbg1 2023 2 INCOMING RESOURCES De51gnats FundB Aestrlcled Endowmollt Fund• TOTAL FUNDS 2023 2022 Funds 28 Voluntsry lrncome anned Giwnu.. GiftAid donBliori$ 0￿er Colkctiom lo￿￿ plabl c￿le(￿iDn￿ 8apli$ms Tak RecurfetablB Tax ra￿•r#￿t op￿ P￿te Gran1$ LD8F Gr8nlS-Lislfjd Places olWor¥hlp Donations Flowers Fa￿1 Roof Fund CAapham Fun Ov•rsea8Aid pr¢i6ct Fk)rizons Emwgency Fund SperiAI CoNectK>ns Special ¥ppeal$ 90.926.8¢1 460.00 6.133.54 80.927 460 6,134 458 26.458 2.QOO 2,250 22.452 87.192 580 4,981 458 5,417 21.037.50 1.999.78 2,2S0.00 22,451 903 2,OOD 22.4 672 1,525 49$ 1,155.00 16,662 16.862 5,079 5,079 163 8.120 12.292 6.519 582 S.C68 11. 8,120 12,2 124 002 64 194 886 145 179 2b A¢tlYltles forG•neiotlng Funds Churth Hall ielb.ngs tsT non-church wrpose5 Churth Hall Mafiagom8rf fee Éluc￿tiOn￿ Trusl Seitlefflenl Soo41 & Fund Raising 275 AnnlvBts8ry Other Income Biw House Income 6.243.54 1.450 OD 3.353.66 964.13 516.QQ 98.38 2 890.45 15 53S.14 6,24d 1,450 3,3$4 10,826 1.450 1.)78 22.300 516 98 2.890 15.526 39.407 2¢ IncornfTom Inve$lments Divthnds arKI Inlwest induding 18x recoverable Boquesl c￿Pha￿ Fund Inwme ChuY¢hyard Incotn8 Organ Fund Syb]l Hgll Rowlarthn 8equèsi Viciona Hall Ino)me Ctsrales House 3.722.62 4,718 4,218 1,276 22 476 3,408 13.595 16.550 1.586 4.840 1.261 228 473 3.389 11,U65 8.319 31. 4.218 1.27e 478 3.408 13.595 00 16.$50 17.317.62 5.160 2d In¢on from Chur¢h A¢tlvtt195 Vob¥8 C8ndbs irKom8 216.so 722.16 f.494.J4 25.fKI 130. 1,890. 11.817.CrfS 31e 722 1.435 25 775 1,274 175 555 1.475 10.238 Printing IAdg0 SI￿2￿1n0 Cholr WethI￿Fun•T4S Magazine adv•rtlwng PCC Fses 1.890 16 335.30 6.235 14,7 2e Othpi 1￿cOmIng Rosour¢•$ IrKomefrom $aieof Inveslmenis TOTAL INcOM￿G RESOURCES 173 191.70 35$ 02Y 231276 2910212024

P￿& pAROCH￿LcMVRCH ¢ouficiLOF 8t Petsrf8 ¢hurch. Forny NOYESTOTHE FINAN(UiSTATEIIENTSIConUn Foi¢M¥Èarendod S% D0Cp￿berI￿J RESOUR¢E6WENDED TOTALFUNOS Fw Funth Fllr￿ OvsTsgasNidProiE Oy￿S￿a$1@￿eI ￿n￿ dev. 4ySI)¢it$ orr￿MI$S¢n5 onl93￿On$ S￿L￿SfOr￿ardS￿kn￿S Mtslry Tr4knaPrb¥t 6.B95 41%0 1.081 1.2D1 6,291 I,￿4 2,Wl 4th) 4.J87 8,697 12,J2 2.531 14,119 11.6 Pangh 5harS Wornwexgm$ofi￿rn￿W ExpEnsvS c￿rat? VkaragD Cutalés R8&OfCI￿ty ¢￿t￿p￿￿9¢ypÈnS0S 5,702 429 429 2N 4791 2.$42 I.￿44 1349 $876 2,217 2.349 SaTr&uary $ Fwbrs 1519 712 2,278 472 uwgep of8ervlco1.Chtyr 278 183 UpkBepol&rwlG¢S-R¢bg88V•#bnWts Upk¢¢palcburcmyard PfiniNaidSlati￿PnV 3,408 8.416 583 SB) ks &R•thr&Lb2n¢ 1,276 YO￿ U14￿ soy 6,7 j￿rep￿r31De￿Ythty￿d 22.118 9f.ltyl 6.295 2* 2J 43880 342 242 3Ibl CO￿ tsT APPb8 ai¢> 27sArrtv￿tswY 1e.isg ?3 1.109 12,03T 32È 2.L¥)7 11.45È 12.OJ7 T¢ityk¢ntsÈ 2.695 1.30 3276 FEP L￿4&Pr¢[$S$l<￿￿ FÉ klC¥Nl¢hatgB DBFFg9 10.8D4 19.6thi 483 22 2J 12103r2e24

PARO¢VaAL¢HURCH COUN¢IL OF St P¢ivÉ church, Frmby NOTES TOTHE FINANGVIL STATfmENTSIGdrtinu￿I FoTthpyelli Bnded J1 LecEmber2V23 P¥w 9 2023 2021 STAFF COgTS w￿e$2￿$&I￿Ies 21,&4 ,482 Pon¥knn Co4olPCCI Pa￿l￿1c0stS 435 317 22 A¥oweDLthbwolemplwe Dwlng ￿¢Ye#rI￿a PCCifflpbyod¥n 84 C&￿￿or{aN W lknal Ttyeth¢1i￿S$ ÉrpI￿￿0q￿BtBlDJ@55IhaTro￿(Ull li￿¢￿￿0¥ TRAN5ACTtONS WITH RELATED PARMES IPCCIIEMBERS Ob PByrnmto 9.36T 9.182 11IsCH¢di￿l0 TnislB•&nd DarfdHrlroyd. Hslot81 In>)23 w&5£6,29S£rOhls fÉ88iiceivqd I9￿1￿91￿￿￿￿O¥&F￿r￿I1￿t01è1￿￿72Tr V¢rg¢r toiallinj £304w[e￿dtO trwi¢&:_P Gtuwedi￿Q£r1￿￿0l1w É297waropoyJio1￿sfft- S t£15toMTsGW8ir DM&iion9 mdaty PCCmwrth8t5. .540 KED ASSEYS Lands Idhlls Al 1 j￿￿ry2028 on TIwh5fer Ro¥alL￿N At 1 Jonuary20ro At31 DFr4n¢i2023 t4ei bNkYJlu At31 0ettamb￿ 20Y8 Al 1 J￿ty20fj tnV•5lrM￿t¥ 202J 2022 9th1 valJe ￿ 1stJafwJ¥y2023 Olsposal ulcarryiwvl Puith8s6saicoBI 376.199 3F5 .163 mAtknlv￿WÉt3lIlD￿c￿Mb￿2o23 3TS.tg UM¢￿Il￿￿d 172.528 X)3.670 Varu885 al 1 JBnuury2023 TranJtori¥J In 13 Kent¢rf$c￿lj Rwaluauon 975. 210.r 5,th) v￿1￿4￿￿31D￿e￿&ftr?O2s Tla H￿waS¥￿￿80 QIE2&th0￿7Ih NO￿n￿Or?￿ byK bW•iii$4hartÉtedSurw ThE le96eJh)1dlond& piopqrty 3 ICurae'y￿US￿}w￿ y￿￿ju￿2J&￿ry2024 bYm#￿0¢gfft ofEw¢M0￿4Yj2$,( thBgoknDvmpthWlofth• bArtr￿t￿Y thoc4ganeo8fd¢tF4norLcebrtss￿ ￿￿&￿101$1 P*ÉfsP¢C

PARocH￿LcMuRC￿CoUNuL OF 5tp¢tèrfs Chur¢h, Forpnby NOTE$TOThE FINANCIAL STAIEfdENT5IConlthuO1 ForthEywr¢nrf•dJl ttéc4nr1023 P4ge9b DEBTQRSlwfH¢•¢thtétyfwtsl 2•23 1.39B f21 3.500 882 ￿A￿LITIEs 2013 2022 0￿Y?￿r(￿r¢s￿￿￿jfi￿s1 1,90D Othwcr4thi¥Y$ 3.806 DJnds¢OJ￿w ThBVJ¢tofi# wi.¢wm.(hcan(SybilHFAII. RolBndson, ￿19. &owS￿ AdwalBd. Thg OtganFund {SyM B4ué%tli& I￿AjMp￿lh)GI￿￿M1undISusBdfLyIh91nh￿n¢￿￿t.M?lnt•n￿￿0&OKIEW￿ pTthwoiiioftrCtruchlls¢hilskn mi$$￿4ndO￿lÉrI¥ olhef￿Jr1I.0414 Roof SybllNBU oty￿ Hy￿0 Cthurrhy4rd •ndMn Fuild apnam Fund Tolll 8anrfjs4t1BlJawary2025 Inc4)Jmrrssourt RasoLsc•&oynd In¥P3￿￿t￿r￿fftSSas 42,674 181723 IB7.( T.6 33,2e9 114952 3￿,19& 18T.Oml 1,496 Q372 10.7 2e.456 A￿AL¥￿S0FNET A¥SET$BYFUND UfflmtA¢ted FUN Fund Inw&$bMrtptropoth 22&0 10B,7th) 650,iD) 317,654 12a804 OyfeThtASW Arnwlsfai.Iw4wwlthln 1 yB8r 112.8751 Fund btl•nce A￿l￿•¢IFu￿￿• $1 DKqfflhr2Q23 Rè•lrlct8d Fund• Endot&Th•niFund4 yB•i)￿ntp￿￿rtY CiorlaHdlfwfv￿￿E T4rW¢Flxqd 4tsè11 3XÈThiortCknt 225.ODD 320.W) yisi1ii￿nIflAPd￿W0tr FL Y25,( ￿?￿arThFu 0[9￿ F￿￿sYl￿l H Subfotal CurrEnt A￿￿¢ IF 398 18S,7fj ltswslM•ThlFlx•dAsMt• 3¢,421 c￿er$￿a$￿dPr48ttUg￿? Chxthyard 128,894 8115 Fund CulMntAÈ8 M￿zQn￿ FthBFurt SubTL4a¢ 128.894 Totsl .IS3 Fuffld&iirA Fund

?v)u ZIL1￿

Ecclesiastical Parish of St Peter Formby

I report to the trustees on my examination of the financial statements of Trustees of The Parochial Church Council of the Ecclesiastical Parish of St Peter Formby (‘the charity’) for the year ended 31 December 2023 which comprise the Statement of Financial Activities, the Balance Sheet and related notes.

The report is made solely to the Charity’s trustees, as a body, in accordance with section 145 of the Charities Act 2011. My work has been undertaken so that I might state to the charity’s trustees those matters I am required to state to them in this report and for no other purpose. To the fullest extent permitted by law.

I do not accept or assume responsibility to anyone other than the charity and the charity’s trustees as a body, for my work, for this report, or for the opinions I have formed

Responsibilities and basis of report

As trustees of the charity you are responsible for the preparation of the financial statements in accordance with requirements of the Charities Act 2011 (‘The Act’).

I report in respect of my examination of the charity’s financial statement carried out under section 145 of the Act and in carrying out my examination I have followed all the applicable directions given by the Charity Commission under section 145(5)(b) of the Act.

An independent examination does not involve gathering all the evidence that would be required in an audit and consequently does not cover all the matters that an auditor considers in giving their opinion on the financial statements. The planning and conduct of an audit goes beyond the limited assurance that an independent examination can provide. Consequently I express no opinion as to whether the financial statements present a ‘true and fair’ view and my report is limited to those specific matters set out in the independent examiner’s statement.

Independent examiner’s statement

I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material aspect:

• ➢ Accounting records were not kept in respect of the charity as required by section 130 of the Act; or

• ➢ The financial statements do not accord with those records: or

• ➢ The financial statements do not comply with the applicable requirements concerning the form and contents of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a ‘true and fair view’ which is not a matter considered as part of an independent examination.

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the financial statements to be reached. John Hughes Bsc FCA

SIGNED SECURELY

21/03/2024 at 1:22:14 PM UTC

Chartered Accountant Heriot Hughes 42 Crosby Road North Crosby L22 4QQ