The Parochial Church Council of the Ecclesiastical Parish ofst. Peter, Formby Reglstered Charity No. 1128383 ANNUAL REPORT & FINANCIAL STATEMENT For the year ending 31" December 2024 rr. Incumbent: Reverend Canon Anne Taylor Curate: Reverend Lilly Nelson from June 2024 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 PCC Membershlp 2024 th Charlty Trustees on the PCC from the start of the financial year until Sunday 11 May 2025 {APCM} Incumbent The Revd Canon Anne Taylor Curate The Revd Lilly Nelson (appointed 23 June 2024) Lay Readers Mr Peter Davies Mr Matt Parkes (left for ordination training September 2024) Warden5 Mrs S Gorman (Re-elected 12 May 2024) Mrs G Holroyd (Re-elected 12 May 2024) {Chair of Finance Comrnittee) Representatives on Deanery Synod Mr J Ryan to January 2025 (Deceased) Mr C Cotsworth Mrs S Flaxington Mrs G Holroyd Ms Judy Brown {Elected 27 January 2025) Elected Members Mr M Andrews (Re-elected 12 May 2024) Mrs P Barrett (Re-elected 12 May 2024) Ms Judy Brown (Elected 12 May 2024) Mrs A Cotsworth Mrs J Crawford Mrs J Dean Mrs S Edwards {Co-opted 12 May 2024) Mr S Edwards Mr M Fletcher (Co-opted 12 May 2024) Mr A Greenyer Mrs V Hall Mrs F Martin (Re-elected 12 May 2024) Mr P McHenry Mr K Millington (Re-elected 12 May 2024) Mr l Rawcliffe Mr M Warr Mrs G Warr Members of the PCC are either ex offlcio or elected by the Annual Parochial Church Meetfng (APCM) in accordance with the Church Representation Rules.
Annual Report of the Parochial Church Council 2024 Structure, Management and Govemance The Parochial Church Council of the Ecclesiastical Parish of St. Peter, Formby (St Peterfs PCC) was Ih 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 Practice {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 receive 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 on 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'.- The Revd Canon Anne Taylor The Revd Lilly Nelson from May 2024 Mrs Gillian Holroyd - Churchwarden Mrs Sarah Gorman - Churchwarden Mr Paul McHenry- Lay Chair Mr Irvine Rawcliffe- Treasurer Mrs Anne Cotsworth - Secretary PCC Other related trusts: St. Peter's Formby Educational Trust 2015 registered charity 1168392. The trustees 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. produreS were then put in place to manage those risks and minimise their ivnpact on the life of the church. Action in the main areas of risk has been taken as follows: i) Financial Risk 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 Committee regularly reviews health and safety issues and reports to the PCC. The PCC has been appraised of the risks and the necessary compliance requirements and these are being complied wrth. iii) Child and Vulnerable Adult Protectlon All those working with children and vulnerable adults have been formally 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 Disdosure & 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) Oporational Risk In the event of the church becoming unusable for a limited period the Church Hall would be available. Objectives and Activitie8 The general functions of the PCC are stated 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 chur¢h, pastoral, evangelistic, social & ecumenical. The PCC is also responsible for the maintenance of..- The Church and graveyard The Bier House The Curate's House
Achievement of Objectives for 2024 3c Objectives for 2024 To support & encourage our new Curate. Lilly Nelson, as she begins ordained ministry. Lilly began her curacy in St Peter's after her Ordination to the Diaconate on Saturday 22, June 2024. Her Ordination into the Priesthood will be on Saturday 7 June 2025 at 3pm in Liverpool Cathedral. Lilly has settled very quickly into parish life and has become involved in all aspects of ministry. We look forward to supporting and encouraging Lilly in her Continuing ministry in St Peter's. To organise events that further connect with all ages in our community The Social Committee have planned a comprehensive programme of events for all ages from a Walking Treasure Hunt, Patronal Festival Music festival, Darts & Bangers and Quiz evenings. We were delighted to be able to partner with Liverpool Cathedral Music Department and establish a junior choir. We also continue to build on the success for children of the Hotdog SeNices, Sunday Club and Little Fishes. Also Primetime, Timeout and Mothers. Union along with our outreach programme of the Relax SeNices, Bacon Barns & Banter and Singing for Fun Thursdays which reach many adults. To fund raise towards toward the expenditure of our mission and mlnistry The Social and Fundraising Committee have been very active in encouraging events that raise funds for our ministry. These events have included the Summer Fair and other events including the Haniest Scarecrow Festival. Some of the fund raising has been from social events that have been held. Events, such as the Christmas Tree Festival, help raise money for other charities as well as our own ministry. The outreach projects are so much appreciated they are self-funded from donations. We also very much appreciate the extra donations that we have been given during the year to support our ministry. To contlnue our involvement wlth the project in Kalule, Uganda; A team travelled to Kalule, Uganda, in May 2024. The team worked alongside the teachers and children in the school and supported 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 enhanced the education of the children and the headteacher, Agnes, has made a tremendous difference to the school. After the trip we funded the development of a chicken coup into a dormitory for the girls who board. We continue to support the children from poorer families in the final years of their primary education through the child sponsorship scheme. The final visit to Kalule will be in 2026. We thank Michael Fletcher who has served with such dedication and expertise as our treasurer. Michael will be retiring from this post at the APCM in 2025. To work towards achieving our Gold ECO award. We have joined 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 278 years old. We have already seen the benefits of joining this project with grant aid available for a small project. The future holds detailed discussions around secondary glazing and other ways of reaching the potential use of our church grounds. This project will help us work at achieving the Gold Eco Award. Worship: Average Attendance 8.30am Eucharist 18 to 25 (including 5 children) 10am Eucharist 110 to 150 {including approximately 25 children) 6.30pm Choral Evensong I servi of Wholeness 25 to 35 adults In 2024 there were baptisms (18), Weddings (7). Wedding Blessing (1), Funerals (36), Interments (20) and Memorial Services {3). Wednesday morning Eucharist 40 to 50 adults and Morning Prayer (4) WOW Services for the under 5s held monthly 45 to 55 adults - 45 to 50 children Children's Hotdog Services held once a month 30 to 35 adults and 30- 35 children.
Christmas SeiCes.. approximately 1300 people attended the Carol Servio and six services 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. This way of engaging with our serviS has become extremely important to our community and beyond. Electoral Roll: The total number of members on the Electoral Roll is 184 (116 resident, 68 non- resident). David Manning-Fox resigned as the Electoral Roll Officer and cl Cotsworth was appointed. Church Fabric: Repairs and maintenance are done on a regular basis. In 2024, expenditure totalled £8,386- items included- Bier House new chairs (£2,722) Electrical work (£1,382) . FirelAlami service (£554), BoilerlPlumbing Servi (£647), Coffee machine (£228), Window Cleaning (£1105), Cleaner (£1,011) plus other smaller costs- No large projects were undertaken Churchyard.. Total expenditure was £2,126 which included- tree work (£432), and gardening Contractor (£930) plus other smaller items Finance, Givlng and Fundraising: Our Parish Share in 2024 was £122,382. 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 £91,884 plus an additional £5.396 received via the collection plate. Gift Aid Tax reclaimed was £29,282 which includes £1,349 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. The card reader system has brought more diversity to our giving, enabling donors to make immediate on-line payments without using cash or issuing a cheque. Overseas Aid Development (Uganda) This project is very well supported and we thank those who have assisted in many ways. We continue to support the mission in Uganda and our income for 2024 was £15,467 with expenditure amounting to £16.000. A team visited Kalule, Uganda, in May 2024. The team worked alongside the teachers and children in the school and supported 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 enhanced the education of the children and the Ugandan govemment 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.
3e Christmas Tree Festival The Christmas Tree Festival was well attended and supported and a great success with a total £3,804 being raised. A total of £2,083 was collected and distributed to the following charities... Uganda Appeal - women's project Shoebox Appeal Refugee Support Group Southport Lifeboat Peterhouse School Royal British Legion Papyrus (Teenage Mental Health) st Peters Children's Ministry Compassion Acts (Formby Pantry) Formby Befriending Scheme Bridge Inn Community Farm Freshfield Animal Rescue Dementia UK Zoe's Pla Christian Aid Formby Manor Activity Group Claire House Formby & Southport Riding for the Disabled Voluntary Income A total of £9,060, which incorporated 100/0 of voluntary income received, was donated to many local, national and overseas charities during the year. Additionally £1,800 was set aside for the Uganda Overseas Development Project. £l.000 to Horizons Emergency Fund & £132 to Christmas Tree Festival. The 28 Charities that benefitted in 2024 are as follows:. Churches Together in Fomiby Altcar & Hightown Water Aid Southport Samaritans Friends of St Joseph's Rainbow House Compassion Acts Open Doors Queenscourt Hospice Southport Offshore Rescue Trust Dogs for Good Asylum Seekers Merseyside Toilet Twinning Learning Rooms Claire House Mission of Charity (Liverpool)
3f Mary's Meals Papyrus Suicide Prevention Sefton Soup Kitchen Refugee Support Group Autism Initiatives Women's Refuge Alzheimers Society Formby Luncheon Club Foundation for Relief and Reconciliation in the Middle East Whitechapel Centre for Homeless Christian Aid Dementia UK British Red Cross Sefton Women's & Children's Aid Special Collections Additionally,. special collections throughout the year raised funds totalling £6,021 including gift aid which benefitted the following charities:. Queenscourt Hospice (Lent) Freshfield Animal Rescue (Pet Service) Make a Wish (Baptism Collection) Church of England Children's Society (Christingle) Vvhitechapel Centre for Homeless (Advent) Christmas Tree Festival (see above for details) 500/0 of donations received at baptisms are shared by the PCC with a nominated children's charity. This resulted in a total during the year of £272 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 2024 income was £1,563 and expenditure £422. Leaving funds as at St 31 December of £1,481. Our on-going fund-raising activity continues to be for the Oversea Development project- Uganda Appeal and a magnificent total figure of £15,467 in 2024 was received. Expenditure on this project amounted to £16.000 This is an ongoing mission with more developments over the coming months 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 adions taken The planned giving and plate collections income levels for 2024 remained relatively static from 2023 We are fortunate at St Peter's to have substantial Trust funds which have provided a regular stream of income over the years. We continue the need to increase our voluntary income to meet our increasing commitments which includes the Parish Share.
3g Our nel position in 2024 resulted in a net gain of £2.691 which increases overall to £21,959 including capital movements of £19,268 Our inveslment properties were revalued -victoria Hall was valued from £225.000 to £232,000 (£7,000) The property 3 Kenton Close (Curate's House) was valued from £325,000 to £330,000 (£5,000) Our investment assets investments saw a net increase in valuation of £7.268 as at 31 Dmber 2024 Funds held as Custodian Trustses on behalf of others a) Agent transactions DBF (Statutory) fees remitted to Liverpool Diocesan Board of Finance amounted to £8.034 PCC Fees distributed to Clergy as fees for Weddings and Funer8ls was £1,236 b) Organists and Vergers Disbursements relating to Weddings and Funerals amounted to Organists £4,020 Vergers £1,080 c) Third Party Charity- Funds Held Following an agreement with St Peters Educational Trust 2015 a proportion of the salaries of the Parish administrator (£5,356), Cleaner (£3,387) and cleaning requisites (£645) are shared between us. We also pay the gas & electric bills (£2,344) which are also reimbursed to us The settlement in 2024 received from St Peters Educational Trust was £11,855. The PCC pays a licence fee for the Church office to St Peters Educational Trust of £3,000 per annum Performance of investments is seen in the long temi and is subject to on-going monitoring by the Finance Committee. CCLA. our fund manager who manage CBF fund5, recognise that the business cycle is over a period of years and their aim is to grow the capital in the CBF Investment Fund and also generate an income which will protect against inflation. CCLA Investment income in 2024 amounted to £12,491. 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 2025 resulting in an increase in the valuation figure of £7,000, to £232.000. The rental income came to a total of £13,595 for the year. The curates house, 3 Kenton Close, was also revalued - £330,000 an increase in the previous valuation figure of £325.000. The propety was rented out until April 2024 and rental income of £4,150 was received The house has been occupied by Reverend Lilly Nelson our curate since May 2024.
3h Re3èrve8 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 the age of the Church. Going Concern The PCC has considered the issue of the charity as a going concern and concluded that the charity can continue for the foreseeable future Plans for the Futur• The general functions of the PCC are ststed 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 guidan on public benefit and, in particular. the specific guidance to charities with the advancement of religion. Objectives for 2025 1. To continue to support & encourage our curate, Rev Lilly Nelson, as she Continues her ministry in St Peter's. 2. To re-focus our ministry that we are reaching all ages in our community 3. To help the PCC make an informed decision about the future of St Peterfs regarding Fit for Mission. 4. To support our partnership project in Kalule, Uganda, with a final visit in 2026. 5. To work towards achieving our Gold ECO Church award. Correspondence Addrass: St Peter's Parochial Church Council Formby Church Office Paradise Lane Formby Liverpool L37 7EH Tel. No 01704 871171 email= office st etersformb .co.uk website:www.stpetersformby.co.uk St Peter's Church Is part of the Dlocese of Liverpool within the Church of England.
Pq PAROCNIAL CHURCH COUNCIL OF St Pet85 Chur¢h. Formb STATEMENT QF FINANCIAL ACTIVITIE& Forthè ÈaronPd1 DècembWY24 neral Funda 08slgnH Funrt5 Reslrktr Funds TOYAL FUNDS iWWMINQ NÈSOUR Voluniaryln¢¥me 124.227 AdlvitlÈ$ttrr nds 24,222 7,72 16 87.ODO Ollrkn¢oml TOTALWq¢OMIMaRESOURCES 191414 RESOVRGE¥ USEO 22402Y 224 Cosl$ol oraun vohj Irjeome Ftsné-ral traobi <0 22.150 ResDi¥¢fjSOX ded TOTAL RÈSOURCES EXPÉNDED 192.301 241 NET INWMirits RESOURCES OUTGQINSL.-- SEFORE OTHÉR RE¢OQNISEDfjWNS ANDLOSSE8 GnsorlWWL*ilnv8#mÈnt82sets rovalyalon Cpndi£po$81 onfalrvaluès Tr¢1# tytheenfunda 91 ETMQVEMENfiN FtINDS 12 al$Cl¥al31SiDvrKthr2024 56 to 10 fonn otthomac0nfS 0gro4ll025
PJG8 6 PAROCHIAL CHURCH COUNCIL OF St Pete$ Church. Formbv BALANCE SHEET. At31 D•¢tmbai2024 2024 2023 FIXEO ASSET8 Tarkgltyo lnv68trnl Inveslrnenl propgrty Slal 5(b 326,422 $62.QOO 317,654 550,000 8B7 067 654 CURRENfASSET8 Stock Dgblorg Short termé8p08$ ¢aGh BlbartkÈnOtrt hd 120 120 5.817 80,000 58,187 72,SQQ 40.514 LIABILITIES Credilrys-amountsfalUngdu& lften6 yebr 10,101 12.675 IJEfciiRRENT A88ET8ILIABILITIES 111.642 109N51 TOTALASSETS LESS¢iJRRENT UABE5 977,106 Cr8dltOrn- 8mount814Urngthoaft8roneyear TOTALNET ASSETS 999,064 977.105 PARISN FUNPS UnffjBlrideO DesignBtBd Reslri¢ted Endowrnpnt 7A998 9.796 445,428 481,844 88,005 12,292 422.914 453,89+ &10 9&10 977.105 3 Api%l.. lolfj....... bylhe ParcÈhW Church Coundl4n.......... .. slwtd on itsbehalf by. Th dcgno ntrTaylor marffe The on p8ges6 to 1010m014h8gO4CLx)WIy OW04125
Paue 8 PAROCHIAL CHURCH COUNCIL OF ST PETER'S, FORMBY NOTES TO THE FINANCIAL STATEMENTS Forth9 year ended 31 Decembpr 2024 A¢eoun¢ing polleles Th8 financial staleTnents havebeen prepared in accordancewith the Churth Accounlng Regulatlon8 2006 log81herv appllcable a¢counling slandard8 and the CUFrentSatom&pl of RecyJmmEnd&d Pfacllce, Accounllng and Reporting by Chdrtttes and Jppllcable accoutLling standard FRS 102 Th8 ffnanci81"ststemenls h8ve been prepar8d underthe hlstoricaFcost conv$ntion ex¢epl for invoÉlmenl 86ts0ts which are shown at market value. The financ¥81 st3temeD1s include all transactions ass$ and lialxlilEs forwhi the PCC is respon$lble in14w. They do not includ8 Ihe accoun18 ofthurch grojpsthat Dwe Ihelr rnaln affillati lo afftrAherbody, tK>rth05ethal are infomi8193lhÈrings of ¢hurch fflembers. PUd8 Endowrn8ntfuftds Ar8hJnO8, the copkl 0fwhh mu81 be maInlawd., eltherpennaneDt5y oratthe PCC'8 dl$¢rellon: the ineome derived from th8 8ndowKent maybe u8ed either a8 resivcl8d or unrestricted funds d¢pendtng upon the Pur610rwhlcb the endowment WaS.establsd in the lJr8&pkg&9. ResliTofedlunds cornptse181 Incom8 from endownTrts may be expended onw on lh8 te$lrf¢ted putPDS8 Intended by the donor, ond Ibl revenu8 donation8 orgran18 received for a s1C PCC 8¢llvityintend8d byth•donL¥. wre these fund& have un8peftl boler8. knlere$l oJ)IhetrpDol8d infe$lmenl Is apportloned toth8 1ndSLval fLmd8 on Bn averago ba819 UnbiCted1Ml$0r¥getherat hJndswhl¢h can b& u$8d forPCC oJ¥linory puwose&. Dpglgn8tgdfunds8re ggneralfunds sela8tdg by lh8 PCCforu4e iji lh& fulure. Prolectlundsars de8unated for specffic prelect foradrnini51allon purposes only. Funds designated as invesled kn fix8d a5sel& forlhe PCC¥ own use are 8baled In Ilne Wlh Ihose assets. annual depda110n ¢barges in Ih? SOFA.Designaled ftsnds fema unre$lfftl and Ih8 PCG rpovè any8urplus to othergewalfunds. In¢omlog reBour plann oThring, collect10 and $imll8rdonalion8 are recognised tyhen reGeW. Tax réltsnds qr8 recognised th8 incA%nlng fe$oUt0 whlch Ihey r8lale 1$ received. Grants and legock$ are accoufiled forW)en Ihe PCC18 entitled to the use oflhp resource8, thelrulllmale récept 1$ nsled reasondbly certoln and the amounls due are (Hy. quantmable. Dl¥hl8nds are accountedforwhendedared recelvable, Interest asand when accrued bythe payer. All InwffllTrg rgsouFTrs are accounled for9ro Resources exponded Grants and donalion$ are 8ccounted forwhen p8KI over. orTrNhEll aWaed. ifihat Jw8rd ueates 8 blndlruor consbu¢Uv6 obligatKin onlhe PCC. The dloco58n pa[h68eXpECI8d to bopaid OV6T b a¢counledfOrwn due. l other Qxpendiltsre is gerrally re¢ogni&ed when ttls in¢urred gnd Is aceounfrdforgross. FIx0d8S6¢ts Con8e¢raied and benefi praptyFs not Includert In 0¢count$ In occo¥danCa slO(21181 & Ic) ofthe Ch3nlies A¢1 2011. Movable thlweh fwni8hing$heJ by the v4c8rand chUrchWaen$ on 8ped81 trust foTth8 PCC and th reqre la¢ulty fordlsposal ere Ealnb]e properly, li8ted In¢haehurcW8 inventory, whKh can be knspoctsd (at any reasonable Ilmel. For8llythi acqulred PriOFto 2000 therè18 Illsufficlent cosllnfotmalion available and thereftFre such assets 8re notvalued In finandal 51atements. subB8qny. nD Individual item hB8 iy)gt mcfe Ih8n£lQ(M) so all oxpendilurehos been wrfthn otfwhgn irred. Equlptnenlu$edwithin Iho church pTrmlse$l$ depredatsd on astrwght4r b85&%0verfowyear& Indwldual Itwn$. fequipment lIha pur£hase pii¢84)f£S004rless arèwiitten off whw Ih8a$$et Isscqufftd. In¥88tments at M&tv8J@ at 31 De¢ernLr. Inv06trnent Prop•Tty Invement property Is kndert al vthalion. Galn8 are wgnised In Ihe Ststement ol FlnanclBI Pollion. 0910412025
Page7 PAROCHIALCHURCH CouNL OF 8t Pèterf$ Chtsr¢h. Foimby NOTes TO THEFINANCFAL STATEMENTSl¢ibnUnu801 Fwlh• wrendgd31 DsceTrtho121124. INCOnAINO RESOURCES Dfyslgnfjted funds R¢strl¢ted Fvndi EndowmEAt Funds TOTALFU14DS 2024 202J Fnd$ 28 VoluntEry Incom PlannedGwW. GfftAld dopallon Oihfyr ¢rAts¢tion$ (open plate Colle¢Uons B4pY3ms Tax RecowaNe Tax reveraNe0pèn phl8 Gr8ntS LDBF Sranis-Lisied Hac•sofWotshlp t)oiiaUDn8 Flow8 F4brl¢lRoofFu Clapham Fund OvortèasAkl Pml¥t HoDzons Em8rgw¢yFuTh Sped81 CdWrfft$ Spedal4pap8 91,884 91,ge4 0,927 5,398 &,134 272 5,710 22,223 1,341 11.ONJ 27,3 1.349 11,00Tr 28,455 2.0 2.250 22.492 40 1,1S5 18,fj62 421 1.688 421 1,688 10,212 40D f3,588 1,404 7,422 9,7q6 10.212 400 18.58$ 1.464 7A22 5.079 ,120 12,2q2 9,786 188091 2b AtlfvNle$torGeneraUng Church Hall LetVn4$foraoThthLfr¢h pwpos¢8 Chrth HallM&nagem6nlfee EdutxlonalTrustEettl6rnenl Soclal & Fth)d Ralslng Everts 275Ann41 O¥iw.Irwn Brer HouBelncom¢ 1.45D 9.354 11,8S5 6.429 11.855 6,429 616 f,489 2c Inwwt?froffl Inygstfflgnts Jivldends and Intere&tlndL¥JIw taxteGoveraty H6vV0d BoqUO91 Claarn Fund&Korn ehuKthyard hrDme nryar)FundWH RtrManrSson Bequ8gt lficioda H311 IDCO Cur8 Hw$e 1670 4,681 4,718 4,218 2.534 1.299 220 476 3.40B 13,$95 483 2,461 3,461 13.595 13.5 17.285 2d In¢omÈfromC5rChA¢t[O9 207 318 72 1.41 fftrtagazinè Fnco ).617 75 Vldeo Stre8mlr ¢oirWeddlog¥lFuneB Maoazin8&d¥erUslng P¢C Fees 75 260 1.790 10,764 t30 1,890 11,817 1,730 10.704 2e Ollt8YlTro•Mlng Re50ureets Inethne from Èaloofitsvesbw TOTAL INCOMING RE80VRCE8 2SY 35 OW4M025
Pa PAROCHIALCHUR¢H¢OUNCILOF $IP&ts¢SChuh. Fom} KSTESYOTHE FINANCIAL3TATEMÈNTS ContlN•d 8yeDrf8d.3trr)p£èmbw2024 RESOIJRCES EXPENOÉD IfnF•4frl¢tsd unds Ftsstrkt•d ETrdowm&nr Funds TOTAL FVNDS 2024 1023 FundB rGhACtlvllle M$108 2ndcllOihabl8 OverGeasAldPrD Ovet8eas Fffiretand dev. migsionsend olhfjr¢hui¢b. antsatloDB SecuL3ror•Fons nlst fe.J72 2.880 S.127 87 Pilpst Mlssbn p$dsh Shara 9.TgE 11 I2282 122 382 11$.871 6¥5o11nrJJmbe Expse5crat Vlt£ra 429 4,292 3.920 20 492 35 HèAI 4N5 ChuithmBlnt4naTKO 61 s,8 2.411 27S Fe0ViSl U ke¥>.Of S6ce>chOSr ke of$É¥vKHoart pofServke&RobF¥&Veknnts U ofuureh rd Pflnt4 and thon PholocopierLea5e 27S 712 6S7 SS7 120 862 347 432 Book8 Reader9 Llcqnce Educallon Mu Young pe HallUhhUÈ$ H911 m&intenanca Ma rwatrs10ch ldIn Ma 67 453 360 'leO8 $.79 745 760 6.295 RBiforo Anlsl 750 7.n8 IncDmE C0510fAPP88Lq stowardlhi Enwfo 224 226 Cw$0ffttesa othw£vents 4.149 4.14 ¢30¥emonca w5ts Irwje entte ExarydnerFeè$ Seef£l8rfalAs5ts1an¢# ui•rre 1.577 f8.39D 328 561 3.000 Hdl Licen Fe? al&prole&Qn0I F¢& BankICa Cha othrRe£ources gz 250058
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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 years ended 31 December 2024 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
Chartered Accountant Heriot Hughes 42 Crosby Road North Crosby L22 4QQ
3rd April 2025