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$2
251
ResouRCES USED
C1￿hA¢4￿U?S
a(a)
161116
rJ.802
43.SK>
t16,849
342,243
f94.034
Coslsofi¢nÈi*llrwaYoWrtaryifi¢omtr
228
128
Fund￿￿ tr&inB tsXI$
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 $laleMeDls have been p￿pared In accoidancts ¥vilh the Church Accountlng Regulalions 2006 toget1*r￿th
applicable a¢counling siand8rds and th8 current statement of Re¢ommerKled Pra¢Uc*, ACCO￿tIng and Reporbng
by Charilie$ and applltable accounting Standard FRS 102
Thè flnenci915ta*em8nl$ 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 ￿$trIcted orunreslrlcted fvrxls depending upon purpose forwhich Ir
endowment was Èst8blish8d ilb the Iirst place.
Resfvted funds comwse lal igcome f(om endowment8wlu¢h may be eXFE[￿￿ only on Ihe restricled
purpose intended by th8 donor. and Ibl revenue donation5 orgranls ￿e￿l¥ed for 8 specifi¢ PCC 8Ctivity inlended bythe doTh)r.
Where these funds have un5penl b8lance5, iiilereston Ihéirpoo*d inveslm8nl is apporboned to Ihe indlvidu81
on an Bv&age balance basis
UnfftsbYcf6dfvrtds are gener￿ fvnds whith can be u8eO for PCC or(tbDary purpose$.
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$' annual 4Jewecialion charges in the SOFA.D88wnoied fijnds Tem81n
Unrestr￿ed and the PCG w411 move qnysurplus lo othErgeneral lund8.
Incomlng rosour¢
P4anned giving. colleciions and sim1￿rdo￿atIon¥ are retogft18ed when received. Tax r8funds are recogn￿edI¥hen the
Incomin9 teÈource to whlch they relate Is re￿IVed. Grants legaues are Sccodnted for%4*en the PCC is
enlilled lo Ihe use of the reswr*s, Ih6ir ullitnale recept is ¢onsxlered reasanably ceriain and the amounls du8 a￿ readlly.
quanllf18ble. Divtdonds afe gc¢ounied ft>rwhEn declared receivable. interast as and VI￿n 8ccrued bythe payer. Ml
I￿Orning résource5 ￿￿ acCo￿ted forgross.
Re$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$4
10,826
1.450
1.)78
22.300
516
98
2.890
15.526
39.407
2¢ Incorn*fTom Inve$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. Forn*y
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, Fr*mby
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￿l*0 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 ulcarryiwv*l
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￿l*j
Rwaluauon
975.
210.r
5,th)
v￿1￿4￿￿31*D￿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• bAr*tr￿t￿Y thoc4ganeo8fd¢tF4norLcebrtss￿ ￿￿&￿101$1 P*ÉfsP¢C

PARocH￿LcMuRC￿CoUNuL OF
5tp¢tèrfs Chur¢h, Forpnby
NOTE$TOThE FINANCIAL STAIEfdENT5IConlthu*O1
ForthEywr¢nrf•dJl ttéc4n*r1023
P4ge9b
DEBTQRSlwfH¢•¢thtétyfwtsl
2•23
1.39B
f21
3.500
882
￿A￿LITIEs
2013
2022
0￿Y?￿r(￿r¢s￿￿￿jfi￿s1
1,90D
Othwcr4thi¥Y$
3.806
DJnds¢OJ￿w ThBVJ¢tofi# wi.¢wm.(hcan(SybilHFAII. Ro*lBndson, ￿19. &owS￿ AdwalBd.
Thg OtganFund {SyM B4ué%tli&
I￿AjMp￿lh)GI￿￿M1undISusBdfLyIh91nh￿n¢￿￿t.M?lnt•n￿￿0&OKIEW￿ pTthwoiiioftr*Ctruchlls¢hilskn mi$$￿4ndO￿lÉrI¥
olhef￿Jr1I.0414 Roof
SybllNBU
oty￿
H*y￿0
Cthurrhy4rd
•ndMn
Fuild
apnam Fund
Tolll
8*anrfjs4t1BlJawary2025
Inc4)Jmr*rssourt
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￿￿• $1 DKqfflhr2Q23
Rè•lrlct8d
Fund•
Endot&Th•niFund4
yB•i)￿ntp￿￿rtY
CiorlaHdlfwfv￿￿E
T4r*W¢Flxqd 4tsè11
3XÈThiortCknt
225.ODD
320.W)
yisi1ii￿nIflAPd￿W0tr
FL
Y25,(
￿?￿arThFu
0[9￿ F￿￿sYl￿l H
Subfotal
CurrEnt A￿￿¢
IF 398
18S,7fj
ltswslM•ThlFlx•dAsMt•
3¢,421
c￿er$￿a$￿dPr48ttUg￿?
Chxthyard
128,894
8*115 Fund
CulMntA*È8
M￿zQn￿
FthBFurt
SubTL4a¢
128.894
Totsl
*.IS3
Fuffld&iir*A
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