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. pro￿dureS
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 Se￿iCes.. 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 servi￿S 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 D￿mber
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 Pet8￿5 Chur¢h. Formb
STATEMENT QF FINANCIAL ACTIVITIE&
Forthè
Èaron￿Pd￿1 DècembWY24
*neral
Funda
08slgnH
Funrt5
Reslrktr
Funds
TOYAL FUNDS
iWWMINQ NÈSOUR
Voluniaryln¢¥me
124.227
AdlvitlÈ$ttrr
nds
24,222
7,72
16
87.ODO
Oll*rkn¢oml
TOTALWq¢OMIMaRESOURCES
191414
RESOVRGE¥ USEO
22402Y
224
Cosl$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
G*nsorlWWL*ilnv8#mÈnt82sets
rovalyalon
Cpndi£po$81
onfalrvaluès
Tr￿¢1# tytheenfunda
91
ETMQVEMENfiN FtINDS
12
al￿$Cl￿¥￿al31SiDvrKthr2024
56 to 10 fonn
otthomac0￿nfS
0gro4ll025

PJG8 6
PAROCHIAL CHURCH COUNCIL OF
St Pete￿$ Church. Formbv
BALANCE SHEET.
At31 D•¢tmbai2024
2024
2023
FIXEO ASSET8
Tarkgltyo
lnv68trn￿l
Inveslrnenl propgrty
Slal
5(b
326,422
$62.QOO
317,654
550,000
8B7
067 654
CURRENfASSET8
Stock
Dgblorg
Short termé8p08￿$
¢aGh BlbartkÈnOtrt h￿d
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 UAB￿￿E5
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
ma￿rffe
The on p8ges6 to 1010m￿014h8gO4CLx)WIy
OW0412￿5

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$lble in14w. They do not includ8 Ihe accoun18 ofthurch grojpsthat Dwe Ihelr rnaln affillati
lo afftrAherbody, tK>rth05ethal are infomi8193lhÈrings of ¢hurch fflembers.
PU￿d8
Endowrn8ntfuftds Ar8hJnO8, the copkl 0fwh￿h mu81 be maInlaw￿d., eltherpennaneDt5y oratthe PCC'8 dl$¢rellon:
the ineome derived from th8 8ndowKent maybe u8ed either a8 resivcl8d or unrestricted funds d¢pendtng upon the Pur￿610rwhlcb the
endowment WaS.establs￿d in the lJr8&pkg&9.
ResliTofedlunds cornptse181 Incom8 from endown￿Trts may be expended onw on lh8 te$lrf¢ted
putPDS8 Intended by the donor, ond Ibl revenu8 donation8 orgran18 received for a s￿1￿C PCC 8¢llvityintend8d byth•donL¥.
w￿re these fund& have un8peftl boler￿8. knlere$l oJ)IhetrpDol8d infe$lmenl Is apportloned toth8 1ndS￿L￿val
fLmd8 on Bn averago ba819
Un￿biCted1￿Ml$0r¥getherat hJndswhl¢h can b& u$8d forPCC oJ¥linory puwose&.
Dpglgn8tgdfunds8re ggneralfunds sela8tdg by lh8 PCCforu4e iji lh& fulure. Prolectlundsars de8unated
for specffic prelect foradrnini51allon purposes only. Funds designated as invesled kn fix8d a5sel& forlhe PCC¥
own use are 8baled In Ilne Wlh Ihose assets. annual dep￿da110n ¢barges in Ih? SOFA.Designaled ftsnds fema
unre$lfftl￿ and Ih8 PCG rpovè any8urplus to othergewalfunds.
In¢omlog reBour
plann￿ oThring, collect10￿ and $imll8rdonalion8 are recognised tyhen reGeW. Tax réltsnds qr8 recognised th8
incA%nlng fe$oU￿t0 whlch Ihey r8lale 1$ received. Grants and legock$ are accoufiled forW)en Ihe PCC18
entitled to the use oflhp resource8, thelrulllmale récept 1$ ￿ns￿le￿d 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 aWa￿ed. ifihat Jw8rd ueates 8 blndlruor
consbu¢Uv6 obligatKin onlhe PCC. The dloco58n pa[￿h6￿8￿eXpECI8d to bopaid OV6T b a¢counledfOrw￿n due.
l other Qxpendiltsre is ger*rally 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$he*J by the v4c8rand chUrchWa￿en$ on 8ped81 trust foTth8 PCC and th req￿re
la¢ulty fordlsposal ere E￿al￿n￿b]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. subB8q￿n￿y. nD Individual item hB8 iy)gt mcfe Ih8n£lQ(M)
so all oxpendilurehos been wrfthn otfwhgn i￿rred.
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￿&tv8￿J@ at 31 De¢ernL￿r.
Inv06trnent Prop•Tty
Inve*ment property Is kn￿dert al vthalion. Galn8 are wgnised In Ihe Ststement ol FlnanclBI Pollion.
0910412025

Page7
PAROCHIALCHURCH CouN￿L 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
F￿nd$
28 VoluntEry Incom*
PlannedGw￿W. GfftAld dopallon
Oihfyr
¢rAts¢tion$ (open plate
Colle¢Uons B4pY3ms
Tax RecowaNe
Tax re￿veraNe0pèn phl8
Gr8ntS LDBF
Sranis-Lisied Hac•sofWotshlp
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91,ge4
0,927
5,398
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272
5,710
22,223
1,341
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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
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f3,588
1,404
7,422
9,7q6
10.212
400
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1.464
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9.354
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11.855
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3,461
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1,086
324
1.142
11728
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237
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11
QW04J2

## **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