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2022-12-31-accounts

Trustees’ Report and Organisation Reports for submission to

Annual Parochial Church Meeting 2022 To be held on Wednesday 19th April 2023

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Churchwardens’ report

The year 2022 was very much focussed on the appointment of a new Rector, and following advertising and interviews during the summer we were delighted to announce in the autumn the appointment of Rachel Archer, and so our preparations for her coming to join us began.

It was also an encouraging year for our return back to church post Covid, with not only

people returning to Sunday worship, but new families coming to church for the first time. God is good – all the time!

None of this could have been achieved without the help of many people giving their time and skills, whether in leading worship, continuing our day to day work through Standing Committee and PCC, maintaining the buildings and grounds, helping in services or lettings, managing our finances etc etc.

We thank you all for all you have done, and are continuing to do as we move forward together.

Michael Swinson and Sue Bishop

Introduction

This report is prepared as required by the Church Accounting Regulations, 2006.

1.Our Buildings

The Church was built in 1875 of Woolton Quarry sandstone and was restored in the 1950s following major war damage. An adjoining church hall was built in 1975 as part of the centenary celebrations.

An attractive, new vicarage was built adjacent to the church grounds in 1986. A major programme of refurbishment of the Church buildings was undertaken in the 1990s, costing in excess of £100,000 and this was aided by a grant from English Heritage. In developing our vision plans, we have carried out enhancement works, which include: electrical wiring, lighting, a new heating system, a dais and an improved sound system. A new glazed screen has been installed in the Memorial Chapel in the last few years. This has enabled an improved environment for small services, prayer and ministry. The works were funded through a number of bequests and donations.

In 2014 screens, projection and cameras were installed to enhance services. During 2016, we installed a kitchen, toilets, and a new technical studio at the back of church. We also replaced our pews with upholstered chairs, and had the floor sanded and re-sealed.

2017 saw the completion of the extension and refurbishment of the Church rooms, which has been well used and has created a valued community hub.

 Our Parish and Community

The church is located at the south end of the Parish boundary, so the natural catchment area of the parish is not reflected in the boundary. We can attract people who live outside our parish but feel that this is where they belong. It is a long way from the two farthest ends and people at these extremes tend to look to nearer churches in the first instance. This has the

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potential to impact on the involvement in and relationshipto some areas in our community. We see this as an exciting challenge and another opportunity for growth.

Mossley Hill is a popular, family friendly residential suberb with a strong sense of community, located to the south of the city. It is a lovely area of Liverpool, combining gorgeous green areas, famous roads and lots of independent local buisnesses. The area has a great selection of properties available with lots of semi-detached house, some detached and terraced streets.

Rose Lane is a pretty part of Mossley Hill, with cafes, a pub, restaurants, shops and a dental practice dotted along it's length. Linking Aigburth Road and Allerton Road it's a popular destination and thoroughfare. There is a large Tescos store on the road as well as other convenience stores along the way.

The parish and catchment area is expected to boom in numbers in the coming years with the university halls of residence closing to become residential housing. There has been a significant housing development across the road from the church and we are starting to welcome some new residents. This will be an exciting time for mission and growth.

Mossley Hill Athletics club is next door to the church and is one of the leading sports and social clubs in South Liverpool and has been part of the community since 1924. There are over 1,000 members playing archery, bowls, cricket, football, hockey, rugby, running and tennis. We maintain good links with the club.

There are a number of highly rated schools in the area with 2 schools in the parish itself. Liverpool College is an academy taking children from primary through to secondary ages. It has good links with us and uses the church for a variety of services and concerts. The other school is Greenbank Primary school which is close to a park area. We have welcomed classes from the school to sing at concerts and to visit the church to learn about it's history and faith. The area close to the parish is wellserved by several other excellent primary and secondary schools.

Our building has been regularly used by many community groups, including a pre-school, a dance school, Slimming World, an art group, a befriending group, pilates, baby ballet, adult's ballet and a Parkinson's group plus many 'one off' hirers. We have worked hard to build links with all groups who use our premesis and extend generacity at times when it might be needed.How we interact with people using our premesis is important to us and we try to show God's love through kindness, support and compassion in our dealings. We see this as an essental part of our community outreach.

Electoral Roll Numbers at 31 December 2022 were 242

During this year our average Sunday attendance across usual services was 161 adults and 91 under 16's

We held 20 baptisms in church

There were 3 weddings, 1 blessings, 3 funerals in church, and 5 funeral services at the

crematorium and 3 burial of Ashes.

1.2 Administrative information

1.2.1 Name and Address of Church

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St Matthew and St James, Rose Lane, Mossley Hill, L18 8DB. L18 8DB Parish no 653, Liverpool South Childwall Deanery.

A post box is on the wall by the Hilltop Centre doors and is checked regularly.

1.2.2 Correspondence address for Parochial Church Council

Parochial Church Council Secretary: Susan Mason, PCC Lay Chair: Lynn Halliday c/o church administrator- Kathryn Topping tel. 07544 882529, email: mossleyhillchurchoffice@gmail.com

Kathryn is currently working from home and her working hours are Monday/Tuesday/ Thursday/Friday between 9.00 and 1.00pm (closed Wednesday)

1.2.3 PCC membership

Clergy: Rector: We were in interregnum

Associate minister: Sally Anne Mason, appointed in June 2019 Church Wardens: Yvonne Watson (re-elected APCM 2020) until April 2022, succeeded by Sue Bishop and Michael Swinson (elected APCM 2022)

Elected Members: There are 14 elected members of the PCC. They are Debbie Chadwick,

, Pat Kennick, Jill Pope, Louise Jones, Sue Bishop, Keri Owen, Graeme Tolmaer, Angie Kenny, Yvonne Watson and the Rev. Sally Anne Mason (co-opted). Alison Thompson and Stuart Thomson were elected for 3 years and David Felgate was elected for 2 years.

Ex Officio:

Deanery Synod: Lynn Halliday, Pat Kennick and Margaret Swinson.

Diocesan Synod: David Bishop, and Michael Swinson

1.2.4 Bankers

Barclays Bank

1.2.5 Independent Examiner

Clive Jervis

1.2.6 Day to Day Managerial Control

Day to day managerial control of the Church was exercised by our Churchwardens, Yvonne Watson ( up until AGM 2022) and Sue Bishop and Michael Swinson (from AGM 2022) who are contactable via the church administrator on 07544 882529

Structure, Management and Governance

1.3.1 PCC Constitution

The PCC operates under the Parochial Church Council Powers Measure 1956. The PCC became a registered charity (1128486) which was effective from 11[th] March 2009.

1.3.2 Related Trusts

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1.3.3 PCC Appointment s

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. The following PCC officers were re-elected:

Other officers are:

1.3.4 Training

The PCC officers and members aim to take advantage of training courses, when provided by Liverpool Diocese concerning management, finance, protection policies. Members of Church involve themselves in various appropriate training sessions such as Pastoral Care, Bereavement Training and Safeguarding.

Marriage Preparation and Children Group Leaders etc. meet occasionally and have engaged in informal training within their groups.

1.3.5 PCC Organisation

PCC has up to 15 members elected at the Annual Meeting. The Annual Meeting is also a celebration of achievements, mission and an opportunity to outline plans for the future. We endeavour not only to deal with business, but to have a time of worship and have a social gathering as well. Elected members serve a maximum 3-year term, with a third of the members are elected each year.

PCC Ex-officio members consist of:

Brian Ellison and Keri Owen and the Finance Group, provide information to the PCC and this input is much appreciated.

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Since the 2022 AGM all PCC meeting have been held face-to-face. These meetings were chaired by Lynn Halliday, our Lay Chair. Prior to this date they were held on Zoom.

The PCC meetings were as follows: 11[th] January, 15[th] March, 29[th] March, 27[th] April (AGM), 24[th] May, 12[th] July, 6[th] September, 15[th] November.

The SC have continued to meet via Zoom and regular church updates have been sent to the parishioners via email and social media.

PCC agendas are prepared by Standing Committee, which consists of:

1.3.6 Assessment of Risks

The PCC holds Public Liability Insurance (Ecclesiastical Parishguard).

Risk assessments are undertaken as required and Health and Safety is considered within the PCC agenda.

The Church has prepared an Asbestos Register, as required by the Control of Asbestos Regulations 2006.

1.4 Objectives and Activities

1.4.1 Primary Aims and Objectives

promoting in the parish the whole mission of the Church, pastoral, evangelistic, social, and ecumenical”. When planning our activities for the year, the PCC gave consideration to the Charity Commission’s guidance on public benefit and, in particular, the specific guidance to charities concerned with the advancement of religion.

At St Matthew and St James, we have a Church Mission Statement which confirms our mission to promote the Gospel of our Lord Jesus Christ according to the doctrines and practices of the Church of England. ‘ EMPOWERING, ENABLING AND EQUIPPING PEOPLE FOR WHOLE LIFE DISCIPLESHIP’. We are seeking to place this at the heart of all our development plans, outreach and mission to our own and the wider community. In this year ahead, our main objective is to develop our mission to the community.

For many years we have been working to achieve growth in our diocese. We have used different ways to express this but the aim and direction of travel has remained the same – consistent with the whole of the Church of England. When Bishop Paul was installed he adopted our growth agenda refreshing it by saying ‘ 'we are asking God for a bigger church so we can make a bigger difference; more people knowing Jesus more justice in the world’

To do this we are calling every Christian to -

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  1. Sign up to the Bishop of Liverpool’s rule of life which will encourage and support us to Pray, Read, Learn, Tell, Serve, Give,

  2. Bring 1 person into the regular worshipping and serving life of the church

  3. Do 10 acts of service or find 10 new points of connection beyond the walls of the church.

1.4.1 Main Achievements for the Year 2022

' 2022 can be described as a year of perseverance, team work and encouragement. '

Mossley Hill And Friends -Following the success of “Rector and Friends” we repeated this with 3 “Mossley Hill and Friends” sessions during Lent in which we interviewed people from overseas who are in a Leadership position in their church.

We were really fortunate to have had some interesting people and their stories to hear. Archbishop Hosam Naoum, the Anglican Bishop in Jerusalem focused on life and ministry in an area which stretches cross 5 political areas Israel, Palestine, Jordan, Syria and Lebanon.

John Payne was interviewed by David Bishop whilst visiting in Canada. John is a Pastor in the New Frontiers Church and talked about leaving the UK to live in Vancouver to church plant just before Covid hit the world and how that has been affected.

Archbishop Philip Richardson, Archbishop and Primate of Aetearoa, New Zealand and Polynesia talked about the New Zealand church with its unique organisational structure and the impact of climate change which is particularly felt by the Polynesian communities.

Makers Markets:

We held 2 more Makers Markets on Saturday 2[nd] April and 12[th] November, which were a great success and proved to be a popular community event. We have further events planned for 2023.

Completed work on church clock.

Earlier this year we has the church clock repaired. It was a major piece of work and it was appreciated by many as it is a focal point for the community at a cost of £4,686+VAT.

The Queen's Platinum Jubilee.

Earlier in the year we took part along with the scouts in an event with the Woodlands Trust. This involved planting trees in the church garden and the around the scouts hut. This was part of the Queen's Green Canopy.

We had a very exciting summer with the Queen's Jubilee celebrations. The actual celebrations fell on the occasion of Pentecost. We held a joint service on the Sunday followed by tea/coffee/bubbly and cake. This enabled people to then go home for their own celebrations.

The sad passing of the Queen.

Queen Elizabeth II 1926-2023.

Sadly we saw the passing of our beloved Queen Elizabeth II on 8[th] September. We prayed for the Royal family.

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During the period of mourning the memorial chapel was opened for private prayers, a book of condolence was also placed in church, which people could sign, leave a message or a prayer. People also had the opportunity to light a candle in the burning bush.On Sunday 18[th ] September we held a commemorative Service.

God save King Charles III

Micah

Micah is a local charity which is supported by many local businesses and organisations including John Moore University. It supports food banks. We have developed links with Micah and now have two storage bins at the back of the church, one for Micah and one for the charity Asylum Seekers.

Our congregation have responded to this need and have provided food and donations. Micah come regularly to empty the bins.

Warm Space.

'Warm Space' was set up in December 2022 in our coffee bar and has continued into 2023

with the aim to provide a warm, welcoming space for all in response to the difficult economic situation and a place for people to meet. It offers tea/coffee/biscuits free of charge and free WiFi access. We rely on our volunteers for this to take place and we give them a big thanks.

Development for creche for under 3's

An under 3's creche was established during the Sunday family service earlier in the year and is run by a team from the 9.30am family service . This has proved to be very successful and much appreciated.

We are indebted to those who help set it up and the faithfulness of our volunteers.

Vision Project

The church Tower -This is an ongoing complex project. A drone survey has now been completed showing the extent of works required. This project will be a priority for 2023

The memorial garden -we hope to begin this work in 2023.

Online services and Social Media .

Live streaming of the 11am service has continued throughout 2022 apart from a few weeks where technical difficulties affected this.

We would have loved to be able to live stream the Family service too but music copyright has prevented this.

Our social media presence remains very visible with a regularly updated website, the A Church Near You website, a church FB page and a busy What’s App group.

A weekly Mossley Hill News video was put out every Saturday on all the social media and a regular Mossley Hill Update Bulletin sent to all those on our email list.

This has been so important to maintain communication to all the congregation.

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Interregnum.

This has been a very busy year for the church leaders, the PCC and the Standing Committee . We would like to thank our worship leaders- Maggie Swinson, Rev. Sally Ann Mason and David Bishop for their hard work and their unceasing devotion to the church and it's ministry. The SC and the PCC were involved in a great deal of work to prepare for recruiting a new Rector.. For the first 6 Months of the year the SC met each week on Zoom, discussing and preparing various meetings and formulating various documents eg the Parish Profile. Several meetings were also held with Mike McGurk, (the Archdeacon) and Liverpool South Deanery. These were pre-section 11, section 11 and section 12, during which the Parish profile was approved and 2 parish reps were appointed-Maggie Swinson and Pat Kennick, who would be involved in the interview process.

Interviews for the new Rector were held on 15[th] August 2022 and following this Rachel Archer was appointed.

A date was set for her to relocate to Liverpool with her family ( husband Chris and sons Theo and Noah) with her Licensing on Saturday March 11th. It was important for the PCC and SC to keep the church business going until then and start the planning for Rachel’s arrival. The Diocese let out the vicarage on a 6 month tenancy during the interregnum.

Hiring of Church and Hilltop Centre for Events

We have gradually re-introduced many of our long standing groups. Renting and Lettings have been excellent and it is important that we continue to maintain a good service e.g. IT. We have a large space available in church but we need volunteers in order to utilise this space.

Renting and Lettings of our premises have been excellent and we have a busy Hilltop Centre most days. It is wonderful to see all the community groups who meet there.

Our Church Administrator has taken on the task of dealing with the admin side of this with the hall management team deal with the face to face and day to day issues.

We have been able to use the church space for several events and have a willing team to clear chairs and set out church as needed and then put church back again afterwards.

Remembrance

On Sunday 13th November 2022 we held a special Remembrance Day service in church to commemorate the souls lost in both World Wars and of more recent conflicts.

This service was live streamed and we were able to welcome many of our community to this service.

Peregrine Falcons.

Concern had previously been shown by our neighbours and ouselves regarding the actions of some of the public photographing the birds. Wishing to keep the birds presence 'low-key' and with support from the police and the RSPB we have removed the cameras in the nest box, so that live photographs of the birds are no longer available on social media. Any access to the birds would only be by the RSPCA who have installed their own camera in order to monitor the progress of the birds. They have also been involved in the cleaning of the nest box too. Liaising with the RSPB has been by Keri Owen. We would like to thank Keri for his hard work in this matter.

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The good news is that 3 eggs were laid this year

Gardens

A great amount of work has taken place in our gardens. This has included the cutting and pruning of many of the bushes, planting the bushes acquired for the Queen's Green Canopy as well as general maintenance. We would like to thank the team for their continued hard work.

JAM and School application Forms.

Since December 2016 we have continued to grow this new congregation, and numbers are increasing all the time. There has been much positive feedback. Families often stay on after the service ends at 10.45am to enjoy bacon & sausage butties and have a social time!

We have a system whereby we record the attendances by children on ‘Eventbrite’.

This together with the attendance register for JAM is used to support school applications.

This year we supported over 40 applications to various church schools.

Christmas Services

During Advent the church held services when the candles in the Advent Crown were lit and the Crib was blessed.

We held two Carol services, a Traditional service with the choir and organ and a Family service in which members of the 9.30 congregation were invited to choose their favourite carol which was played either on the screens or the organ. Everyone was encouraged to wear their Christmas jumpers at this service.

On Christmas Eve we held our Christingle service and midnight Holy Communion. On Christmas morning two Holy Communion services were held at 8.30am and 10am. These were all very enjoyable services and were well attended

Coffee Bar

We have an amazing, well equipped coffee bar space in the Hilltop centre. Each Sunday after the Family service we saw the coffee bar full whilst people enjoyed coffee and bacon or sausage butties in fellowship together. It proved to be very popular!

We have been blessed by the enthusiasm of the coffee bar teams who volunteer to run the coffee bar for this.

After the 11 am service we also have a dedicated team of helpers who work in the Coffee Bar providing tea/coffee, biscuits and cake.

Welcoming back our regular groups.

Due to the gradual returning to normal we gradually welcomed back our regular groups.

Holy Communion.

During the course of the year and with the gradual lowering of Covid restrictions we have moved on from only taking the wafer (the wine being taken by the minister for us) to taking the wafer and the wine by dipping the wafer into the wine. Communicants are able to choose which they would prefer.

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Strategies and Objectives for 2023

Rachel will start her ministry with us on Saturday 11th March 2023 when she will be instituted as Rector by Bishop Beverley. We look forward to seeing where God leads us as we walk with Rachel.

1.5.1 Significant Contributions by Volunteers

The church operates with a significant number of volunteers who are involved in many activities. Indeed the involvement of volunteers is a vital aspect of our mission and ministry, both in contributing to weekly worship, and serving our church family and wider community. These are the areas in which we have people volunteering:

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We wish to thank all our volunteers.

We thank Revd. Graham Amey; Revd. Bill Letheren, Rev Graham Milford and appreciate their continued support.

Other parish news

DBS checks

In January 2022 the Church of England introduced a new Safeguarding policy. All PCC members, Church Wardens, and Trustees must continue to have an Enhanced DBS Certificate and also undergo online training for both Children and Adults. This process is completed by using the 'thirtyone:eight' (formerly CCPAS) website which the Diocese of Liverpool continues to use for the processing of DBS enhanced Certificates and advising and the 'SRPM' training Assessment tool on all maters relating to Safeguarding.

This process is overseen by Charlie Jones, who is always very eager to help those of us whose IT skills are not quite what they should be.

We would like to thank Charlie Jones, our safeguarding officer, for all his hard work.

Sadly we mourned the loss of the following.

Eileen Smyth, Sheila Ryan, Frank Davies, Eileen Leong, Leonard Fradley, James Harding, Joseph Roberts, Eleanor Jean Abbott and Kathleen Goodacre.

May God keep them and all others who have passed in 2022, but not named above, safe in his keeping.

1.5.2 CLERK OF WORKS REPORT 2022

Clerk of Works

Graeme Tolmaer, our Clerk of works has prepared the following report.

January

A simpler timer was installed to allow the coffee bar to be heated separately from the main hall to help with fuel costs.

In the cellar, the ventilation grilles originally required for the old boilers were gauged over and closed off to prevent any rodents from entering.

The vestry light fitting was replaced along with the two-way halogen lighting bulb in the church which had not been working for a while.

The bottom of the blower room door had rotted over time and has now been repaired and fitted with new handles to ease opening and closing. The vents to the blower room were also cleaned as had become partially blocked over time

February

The new clock regulator and auto wind were finally installed to solve the irregular timekeeping issue.

Storage of the portable televisions had become increasingly difficult and had resulted in both the HDMI leads breaking at the stand /socket, new leads were kindly donated by Chris Tetley. The hot water unit /expansion vessel in the pod kitchen needed to be recharged as the

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overflow had started running when heating up.

A repair to the notice board was required after high winds, although a new one will be required in the not-to-distant future.

Preschool reported one of the hot taps wouldn’t turn off in the children’s toilets and this had to be replaced.

March

A drone survey of the tower was carried out. Outside a compost storage area was erected from pallets to help deal with leaves and grass cuttings, some tree saplings were planted on the front lawn to form a hedge.

April

A few small leaks on a couple of radiator valves were repaired.

May

The rear drain needed to be unblocked. A new set of ladders were purchased to replace the older damaged set which is stored in the blower room.

June

The large tree stump next to the lower vestry was

ground out along with a large number of logs chipped.

A new timer fitted for one of the outside lights and a camera fitted to the organ loft.

July

Another full building survey carried out over a few days.

August

In the coffee bar, extra shelving is now fitted to accommodate the art class and a clock fitted above the patio door. The overhead fan heaters in coffee bar and hall were cleaned. One of the rainwater downpipes on the South lower roof needed to be removed to be unblocked , the hoppers at lower levels also cleared of debris. While Preschool is on holiday the hall is given a fresh coat of paint.

September

The church broadband was upgraded and now reaches the vestry and gives better connection in the hall. The old redundant alarm box was taken out from the vestry vestibule.

October

Perspex panels were fitted behind the waste bin in the hall to prevent scuff marks and damage to the wall.

November

An agreement to have the outside of our hall and coffee bar windows regularly professionally cleaned was taken .

British Telecom engineers returned to replace a corroded outside junction box which had been causing our internet connection to frequently drop out .

The old door to the bell tower damaged in high winds is now replaced.

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December

Contractors installed ducting from Rose Lane to the boundary of the church to facilitate the new fibre optic cable being extended to the tower .

Finally thanks to the hard-working gardening team who helped to keep the grounds in such wonderful condition

Graeme Tolmaer.

1.6.1 The Financial Position

The Accounts for the year ended 31st December 2022 show the General Fund has made a surplus of £16,498 in the year. At the start of the year we had £22,713 in general reserves and this surplus has enabled us to increase the reserves to £39,211. In addition, we have been able to set-aside a proportion of our income for mission giving, with £6,086 set aside out of 2022 income to be allocated and paid out in due course.

Income from planned giving, tax recovery and general collections fell by 15.2% to £90,052

Income from lettings of the church rooms, church and tower aerial, £56,592, reached a record level in 2022, a welcome recovery after the severe downturn in the previous two years caused by the lockdowns.

We are grateful to the Church Commissioners for their grant to the diocese which enabled t h e diocese to reduce our Parish Share, which would otherwise have been £98,720, by way of a grant of £30,403 in the year. This followed a similarly substantial grant in the previous year to assist in recovering from the effect of the Covid lockdown. We therefore face a challenge in 2023 to meet the Parish Share restored to its full amount with no further grant assistance.

A large proportion of our income continues to be provided by a relatively small number of people, and we encourage all those connected with us to regularly consider and review their giving to the church. Recent years have shown the importance to the church of receiving its giving from members by regular bank payment. We have adopted the use of the Parish Giving Scheme and in 2023 we will be encouraging church members to sign-up to this new method of giving.

During the year the church was the beneficiary of a legacy in the will of a long-standing member. £230,000 has been received and has been designated by the PCC for essential restoration work on the tower, with a proportion to be used for mission purposes.

The national economy will continue to present challenges in personal finances for all who currently give to the church, and the church faces similar pressures. Just to cover its costs the church needs to bring in £3,335 each week.

As always, we face the challenge to maintain and increase our total income from giving and from other sources whilst continuing the tight control over our expenditure.

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1.6.2 Statement and explanation of reserves policy

The policy of the PCC, through the Budget and Finance Group, is to work towards re-instating and maintaining a basic level of reserves through responsible financial control and the encouragement of Christian giving.

Deanery Synod Review 2022

Our first meeting of 2022 was held at All Saints, Speke in February. We continued to unpack the Into the Future document and our Deanery Action Plan. Considering how we might work better together; so that we might Enable Mission, Resource Ministry, Oversee Strategy and build Supportive Relationships. This theme was further considered in April 2022 at All Souls. At our April meeting we invited Wardens and Readers to join our discussions and considered how Fit for Mission could shape our existing thoughts re our Deanery Action Plan as we consider the future of our Deanery.

We returned to All Souls in July 2022 and again extended an invitation for Wardens, Readers and Treasurers to join us. Also joining us at this meeting were the Diocesan Fit for Mission Team. The team presented the Fit for Mission journey so far and provided options as to what this journey might look like for our Deanery.

We also welcomed and encouraged all PCCs to adopt the Clergy Care Covenant

In October 2022 we headed to St Peter’s Woolton and further considered Fit for Mission, working better together and heard Rev Phil Saltmarsh’s journey of change for the congregations of All Saints and St Aidan’s, Speke.

At our February 2023 meeting we welcomed Bishop Bev and reflected and celebrated the work of Liverpool South Deanery during the last triennium. We particularly celebrated the work of the various food bank, food pantries and food ministries including those led by the Big Help and Zero Waste projects that regularly take place across our deanery. We celebrated Chaplaincies and leaders who have grown from our congregations for both ordained and lay ministries. We celebrated our Eco Church journey and also thought about the different Deanery events that have taken place including Deanery Prayer Events, Rooted Services, Men’s and Ladies’ Events. We concluded by celebrating communion together.

Our final meeting of this triennium will be held at the end of April 2023 at St Barnabas.

As a deanery we still carry a significant Parish Share deficit this is preventing us from accessing further Mission and Growth Funding. We have continued to work with parishes and the diocese as to how we might recover this debt while enabling mission to continue.

We bid farewell to Rev Martyn Woodsford and Rev Sandra Doore and recently welcomed Rev Rachel Archer and her family to St Matthew and St James, Mossley Hill.

At the end of this triennium in April I will step down from my position as Deanery Synod Secretary, mainly due to a change in my work commitments but also because I’ve done it for at least 17 years serving under several Area Deans; Godfrey, Kip, Roland and Nicola. At this important time in the future planning for the deanery it’s crucial that all synod members are equipped and informed so that they can feed back to their own PCCs and congregations. I hope to still be part of Synod moving forward and will continue to support the Deanery Leadership Team as secretary.

Natalie White,

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Deanery Synod Secretary,

April 2023

s elect

s elect

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ST MATTHEW & ST JAMES, MOSSLEY HILL (Charity No 1128486)

FINANCIAL STATEMENTS

OF THE

PAROCHIAL CHURCH COUNCIL

FOR THE

YEAR ENDED 31ST DECEMBER 2022

INDEX

  1. Independent Examiner’s Report

  2. Statement of Financial Activities

  3. Balance Sheet

  4. 5 - 10. Notes to the Financial Statements

  5. The financial position

Independent Examiner’s Report

to the Trustees (PCC) of St Matthew & St James, Mossley Hill

Respective responsibilities of Trustees and Examiner

As Trustees you are responsible for the preparation of the Annual Report and Accounts and you consider that the audit requirements set out under Regulation 3(c) of the Church Accounting Regulations 2006 and the S144 of the Charities Act 2011 (the Charities Act) do not apply this year.

You have instructed me to carry out an independent examiner review. My responsibilities are to examine the accounts under section 145 of the Charities Act, to follow the procedures set out in the General Directions given by the Charity Commission under section 145(5) of the Charities Act in order to state whether particular matters have come to my attention during my examination.

Basis of the Independent Examiner’s statement

My examination was carried out in accordance with the General Directions given by the Charity Commission. This examination includes a review of the accounting records kept by the PCC and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts and seeking explanation from the PCC concerning such matters.

The procedures undertaken do not provide all the evidence that would be required in an audit and consequently no opinion is given as to whether the accounts present a “true and fair” view and my report is limited to those matters set out in the statement below.

Independent Examiner’s statement

Since the PCC’s gross income for the year exceeded £250,000, your examiner must be a member of a professional body listed in section 145 of the Charities Act. I confirm that I am qualified to undertake this examination because I am a member of the Institute of Chartered Accountants in England and Wales (ICAEW), which is one of the listed bodies.

In connection with my examination, no material matters have come to my attention which give me cause to believe that in any material respect, accounting records were not kept in accordance with section 130 of the Charities Act or the accounts as presented do not accord with the accounting records.

I have not found any other matters in connection with my examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached.

Clive B Jervis

10[th] April 2023

-2-

STATEMENTOF FINANCIAL ACTIVITIES
FOR THE YEAR ENDED31ST DECEMBER 2022
Unrestricted D esignated R estricted Endo wment T o tal T o tal
F unds F unds F unds F unds 2022 2021
Note £ £ £ £ £ £
INCOMING RESOURCES
Incomingresources from donors 2(a) 90,052 0 0 0 90,052 106,139
Other voluntaryincomingresources 2(b) 0 230,000 3,612 0 233,612 4,936
Income from charitable and ancillarytrading 2(c) 66,369 0 0 0 66,369 54,501
Other ordinaryincomingresources 2(d) 0 0 679 0 679 14,722
Income from investments 2(e) 3,126 47 0 637 3,810 3,537
TOTAL INCOMING RESOURCES 159,547 230,047 4,291 637 394,522 183,835
RESOURCES USED
Grants 3(a) 6,083 0 2,693 702 9,478 8,597
Activities directlyrelatingto the work of the church 3(b) 123,718 5,940 5,387 0 135,045 137,666
Church management and administration 3(c) 13,248 0 0 0 13,248 12,692
TOTAL RESOURCES USED 143,049 5,940 8,080 702 157,771 158,955
NET INCOMING/(OUTGOING) RESOURCES 16,498 224,107 (3,789) (65) 236,751 24,880
GAINS AND LOSSES ON INVESTMENTS 1&5
Realised 0 0
Unrealised (10,330) (10,330) 15,207
NET MOVEMENT IN FUNDS 16,498 224,107 (3,789) (10,395) 226,421 40,087
BALANCES BROUGHT FORWARD AT 1st JANUARY 275,982 64,598 205,526 546,106 506,019
BALANCES CARRIED FORWARD AT 31st DECEMBER 292,480 224,107 60,809 195,131 772,527 546,106
Unrestricted Funds represented by:
Fund reserves 1 39,211
Fixed assets 4 253,269
292,480
-3-
BALANCE SHEET
AS AT31ST DECEMBER 2022
2022 2021
Note £ £
FIXED ASSETS
Tangible fixed assets 4 253,269 253,269
Investments 5 124,572 134,902
377,841 388,171
CURRENT ASSETS
Debtors andprepayments 7 10,335 5,240
Cash at bank and in hand 500,898 258,890
511,233 264,130
LIABILITIES:AMOUNTS FALLING DUE
WITHIN ONE YEAR 116,547 106,195
116,547 106,195
NET CURRENT ASSETS 394,686 157,935
772,527 546,106
FUNDS 8
Unrestricted 292,480 275,982
Designated 224,107 0
Restricted 60,808 64,597
Endowment 195,132 205,527
772,527 546,106
Approved bythe Parochial Church Council on 28th March 2023 and signed on its behalf by:
Lynn Halliday- LayChair
Keri Owen - Treasurer
The notes onpages 5 to 10 formpart of these accounts
-4-

THE PCC OF ST MATTHEW & ST JAMES, MOSSLEY HILL (Charity No 1128486) NOTES TO THE FINANCIAL STATEMENTS

1. ACCOUNTING POLICIES

The financial statements have been prepared in accordance with the Church Accounting Regulations 2016 together with applicable Accounting Standards and the Charities Statement of Recommended Practice 2015.

The financial statements have been prepared under the historical cost convention except for the valuation of investments and buildings referred to below.

Funds

General funds represent the funds of the PCC which are not subject to any restrictions regarding their use and are available for application on the general purposes of the PCC. Funds designated for a particular purpose by the PCC are also unrestricted.

Restricted funds can only be applied on the purposes specified by the fund.

Endowment funds can only be applied to the extent of the income of the fund.

Incoming Resources

Voluntary income and capital sources

Collections are recognised when received by or on behalf of the PCC.

Planned giving receivable under gift aid is recognised only when received.

Income tax recoverable under gift aid is recognised when the income is received. Grants and legacies to the PCC are accounted for when the PCC is notified of its legal entitlement and the amount due.

Funds raised from fund raising and other activities are accounted for gross and any associated expenditure is included in resources used.

Other ordinary income

The financial statements include the gross income and associated expenditure of various church organisations.

Income from investments

Dividends and interest are accounted for when receivable.

Gains and losses on investments

Realised gains and losses are recognised when investments are sold.

Unrealised gains and losses are accounted for on revaluation of the investments at the balance sheet date.

Resources used

Grants

Grants and donations are accounted for when their payment is approved.

Activities directly relating to the work of the church and Church management and administration

Expenditure is accounted for when payable.

Fixed assets

Consecrated land and buildings and moveable church furnishings Consecrated and beneficed property is excluded from the accounts by s10(2) of the Charities Act 2011.

No value is placed on moveable church furnishings held by the churchwardens on special trust for the PCC and which require a faculty for disposal, as the PCC considers this to be inalienable property. All expenditure incurred during the year on consecrated or beneficed buildings and moveable church furnishings is written off as expenditure in statement of financial activities.

Other fixtures fittings and office equipment

Purchased equipment is depreciated on a straight line basis over 3 years.

Other buildings

The church room is included in the balance sheet at its insurance valuation as at 31[st] December 1997, the date of its first inclusion in the financial statements.

Investments

Investments are valued at market value at the balance sheet date.

-5

NOTES TO THE FINANCIALSTATEMENTS
FOR THE YEAR ENDED31ST DECEMBER 2022
U		 nrestricted D esignated R estricted Endo wment T o tal T o tal
F unds F unds F unds F unds 2022 2021
£ £ £ £ £ £
2.INCOMING RESOURCES
2(a)Incomingresources from donors
Plannedgiving
Tax efficientplannedgiving 64,492 64,492 78,183
Income tax recoverable 16,043 16,043 19,441
General collections 9,517 9,517 8,515
90,052 0 0 0 90,052 106,139
2(b)Other voluntaryincomingresources
Special collections(note 9) 2,693 2,693 2,686
Legacies Fund-donations 230,000 230,000 1,000
Organ Fund-donations 480 480 1,250
Coffee Fund-donations 439 439 0
0 230,000 3,612 0 233,612 4,936
2(c)Income from charitable and ancillarytrading
Rents and lettings 56,592 56,592 36,959
Fees 2,006 2,006 2,715
Culture RecoveryFund for Heritagegrant 414 414 9,450
Diocese heating grant 1,000 1,000 0
Sundryincome 6,357 6,357 5,377
66,369 0 0 0 66,369 54,501
2(d)Other ordinaryincomingresources
Befriendingscheme - LinkingLives 0 14,350
Sewing group- income 679 679 0
Christian Contact Club-income 0 372
0 0 679 0 679 14,722
2(e)Income from investments
Dividends and interest 3,126 47 3,173 2,965
Holmes Bequest Fund-income 287 287 269
Church School Trust-interest 350 350 303
3,126 47 0 637 3,810 3,537
-6-
NOTES TO THE FINANCIALSTATEMENTS
FOR THE YEAR ENDED31ST DECEMBER 2022
Unrestricted		 D esignated R estricted Endo wment T o tal T o tal
F unds F unds F unds F unds 2022 2021
£ £ £ £ £ £
3.RESOURCES USED
3(a)Grants
Missionaryand charitablegiving (note 9) 6,083 2,693 8,776 8,229
Church School Trust Fund - expenditure 702 702 368
6,083 0 2,693 702 9,478 8,597
3(b)Activities directlyrelatingto the work of the church
Ministry-parish share 98,720 98,720 98,721
-parish sharegrant received (30,403) (30,403) (29,522)
-clergyexpenses 128 128 620
-clergyhousing 798 798 4,255
Organ and music 2,183 2,183 2,303
Church activities 6,452 6,452 6,112
Befriendingscheme 5,076 5,076 13,902
Rates and insurance 11,229 11,229 11,208
Light and heat 9,520 9,520 5,357
Repairs,maintenance & cleaning 21,506 21,506 21,233
Provision for renewals 3,000 3,000 3,000
Supplies and services 585 585 81
Coffee Fund-expenditure 311 311 0
Christian Contact Club-expenditure 0 396
Legacies Fund-expenditure 5,940 5,940 0
123,718 5,940 5,387 0 135,045 137,666
3(c)Church management and administration
Stationeryand office equipment 3,294 3,294 3,248
Secretarial and administration 9,954 9,954 9,444
13,248 0 0 0 13,248 12,692
4.FIXED ASSETS FOR USE BY THE PCC 2022 2021
Freehold land and buildings £ £
Church Room at insurance valuation 252,649 252,649
Office equipment at cost less depreciation 620 620
253,269 253,269
-7-
NOTES TO THE FINANCIALSTATEMENTS
FOR THE YEAR ENDED31ST DECEMBER 2022
M arket M arket
Value Value
5.INVESTMENTS 2022 2021
Milne Bequest £ £
CBF Deposit Fund 11,862 11,862
CBF Fixed Interest Securities Fund 930.47 shares 1,276 1,473
CBF Investment Fund 4396.06 Income Shares 90,828 102,947
Holmes Bequest
CBF Investment Fund 503 units 10,392 11,779
Schneider Electric SE 231 292
BAE Systems 1,108 Ordinaryshares 9,525 6,091
Clock Fund
CBF Deposit Fund 44 44
Monuments UpkeepFund
CBF Deposit Fund 63 63
Gate Fund
Bank 208 208
Gladstone BuckleyTrust Fund
CBF Deposit Fund 40 40
Ritchie Bequest
CBF Deposit Fund 103 103
124,572 134,902
U nrestricted D esignated R estricted Endo wment
F unds F unds F unds F unds T o tal
6.ANALYSIS OF NET ASSETS BY FUND £ £ £ £ £
Fixed Assets 253,269 124,572 377,841
Current Assets 155,758 224,107 60,808 70,560 511,233
Current Liabilities (116,547) (116,547)
Fund balance 292,481 224,107 60,808 195,132 772,528
2022 2021
7.DEBTORS £ £
Gift Aid recoverable 4,064 5,240
HMRC repayment 6,271
10,335 5,240
-8-
NOTES TO THE FINANCIALSTATEMENTS
FOR THE YEAR ENDED31ST DECEMBER 2022
B alance N et Surplus/ T ransfers B alance
8.FUND DETAILS 31.12.21 (D eficit) 31.12.22
fo ryear
Unrestricted Funds £ £ £ £
General Fund reserves 22,713 16,498 39,211
General Fund fixed assets 253,269 253,269
275,982 16,498 0 292,480
Designated Funds 0 224,107 224,107
0 224,107 0 224,107
Restricted Funds
Vision Project 185 185
Organ Fund 5,674 480 6,154
Befriendingscheme - LinkingLives 16,376 (5,076) 11,300
Legacies Fund 37,614 37,614
Flower Fund 176 176
Coffee Fund 35 128 163
Discoverers 419 419
CYFA & Youth Club 203 203
Cameo 152 152
Bookstall 434 434
Christian Contact Club 96 96
Greenbelt Fund 46 46
Church HolidayFund 666 666
Women's Fellowship 109 109
SewingGroup 568 679 1,247
Diocese of Rift ValleyFund 1,844 1,844
64,597 (3,789) 0 60,808
Endowment Funds
Milne Bequest 116,282 (12,316) 103,966
Holmes Bequest Fund 25,369 2,273 27,642
Clock Fund 1,240 1,240
Monuments UpkeepFund 355 355
Gate Fund 1,092 1,092
Gladstone BuckleyTrust Fund 310 310
Memorial Fund 139 139
Ritchie Bequest Fund 103 103
Church School Trust Fund 60,637 (352) 60,285
205,527 (10,395) 0 195,132
Total Funds 546,106 226,421 0 772,527
-9-
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31ST DECEMBER 2022
9. MISSIONARY AND CHARITABLE GIVING
Special General T o tal T o tal
C o llectio ns C o llectio ns 2022 2021
OVERSEAS £ £ £ £
CMS - work in Kiev 0 1,000
Christian Aid 332 332 10
Isaac's House Uganda 0 300
DEC Pakistan flood appeal 0 1,000
Ukraine appeal 224 224 0
556 0 556 2,310
HOME
Asylum Link 1,000
Children's Society 1,858 1,858 3,676
Micah foodbank 90 90 1,000
Funeral donations 189 189
2,137 0 2,137 5,676
2022 income - 10% to be allocated 6,083 6,083 243
TOTAL 2,693 6,083 8,776 8,229
-10-

THE PCC OF ST MATTHEW & ST JAMES, MOSSLEY HILL (Charity No 1128486)

The Financial Position

The Accounts for the year ended 31st December 2022 show the General Fund has made a surplus of £16,498 in the year. At the start of the year we had £22,713 in general reserves and this surplus has enabled us to increase the reserves to £39,211. In addition, we have been able to set-aside a proportion of our income for mission giving, with £6,086 set aside out of 2022 income to be allocated and paid out in due course.

Income from planned giving, tax recovery and general collections fell by 15.2% to £90,052

Income from lettings of the church rooms, church and tower aerial, £56,592, reached a record level in 2022, a welcome recovery after the severe downturn in the previous two years caused by the lockdowns. We are grateful to the Church Commissioners for their grant to the diocese which enabled the diocese to reduce our Parish Share, which would otherwise have been £98,720, by way of a grant of £30,403 in the year. This followed a similarly substantial grant in the previous year to assist in recovering from the effect of the Covid lockdown. We therefore face a challenge in 2023 to meet the Parish Share restored to its full amount with no further grant assistance.

A large proportion of our income continues to be provided by a relatively small number of people, and we encourage all those connected with us to regularly consider and review their giving to the church. Recent years have shown the importance to the church of receiving its giving from members by regular bank payment. We have adopted the use of the Parish Giving Scheme and in 2023 we will be encouraging church members to sign-up to this new method of giving.

During the year the church was the beneficiary of a legacy in the will of a long-standing member. £230,000 has been received and has been designated by the PCC for essential restoration work on the tower, with a proportion to be used for mission purposes.

The national economy will continue to present challenges in personal finances for all who currently give to the church, and the church faces similar pressures. Just to cover its costs the church needs to bring in £3,335 each week.

As always, we face the challenge to maintain and increase our total income from giving and from other sources whilst continuing the tight control over our expenditure.

Statement and explanation of reserves policy

The policy of the PCC, through the Budget and Finance Group, is to work towards re-instating and maintaining a basic level of reserves through responsible financial control and the encouragement of Christian giving.

-11-

Independent Examinerfs Report to the Trustees (PCC) of St Matthew & St James. Mossley Hlll Respertlve responslbllltles of Trwtees arml Examlner A5 Trustees you are responsible for the preparation of the Annual Report and Accounts and vou consider that the audit requirements set out under Regulatic￿ 3(c) of the Church Accounting Regulations 2tK)6 and the S144 of the tharities Art 2011 (the Charities Att) do not apply this year. You have instrutted me to carry out an independent examiner review. My responsibilities are to examine the accounts under section 145 of the Charities A¢ to follow the procedures set out in the General Directions given by the Charity Commission under Section 14515) of the Charities Act in order to state thether particular matters have come to my attention during my examination. Basls of the lrnlependent ExarnTnerfs slatem My examination was carried out in accordan￿ with the General Directions given by the Charity Commission. This examination indude5 a review of the accounting records kept by the PCC and a comparison of the accounts presented with those.records. It also indudes consideration of any unusual items or dixlosures in the accounts and seeking explanation from the PCC concerning Such matter The procedures undertaken do not provide all the evideTr￿ that would be required in an audit and consequently no opinion is given as to whether the accounts present a "true and fair" view and my report is limited to those matters set out in the statement below. Independent Examlnerfs statem Since the Pcc's gross incorne for the year exceeded £2SO,I)J). your examiner must be a member of a professional body listed in section 145 of the Charities Act. I confirm that l arn qualified to undertake this examination because l arn a member of the Institute of Chartered Accountants in En8land 3fKI Wales {ICAEW). which is one of the listed bodies. In connection with my examination. no material rnatters have come to my attention which give me cause to believe that in any material respect accounting records were not kept in accordance with section 130 of the Charitie5 Att oi the accounts as presented do not accord with the accounting records. I have not found any other matters in connection with my examination to which attention should be drawn in order to enable a proper understsnding of the accouftts to be reathed. Clive ervi5 ioth April 2023