2021-12-31-accounts

The Parochial Church Council of The Ecclesiastical Parish of St Luke, Formby

Registered Charity Number 1130493 St Luke’s Church Road, Formby, Liverpool L37 2DF Parish No. 505

Annual Report for year ended 31[st] December 2021

ADMINISTRATION

Official correspondence to Parochial Church Council (PCC) Secretary at the above address.

Trustees (PCC members) are:-

Vicar Rev Dr Matt Davis Readers Prof Allan Hobson Mrs Anne Dixon Mrs Jean Watts Reader Emeritus Mr Colin Trollope Churchwardens Mrs Fiona Grieveson Mr Steve Ginn Deputy Churchwardens Dr Peter Griffin Mr John McGibbon Mrs Sheila Rodger Ms Andrea Brown (Until May 2021) Deanery Synod Representatives Mr Andrew Cox Mr James Patterson Mrs Christine Payne – PCC Secretary Mr David Moore

Elected members Mrs Gwyneth Croft Mr Ken Davies Mrs Maggie Elkington Mr Colin Trollope Mrs Rachel Patterson Mrs Jean Watts Mr Steve Ginn Mrs June McGibbon (Data Protection Officer) Prof Allan Hobson Ms Andrea Brown Mrs Ann Dixon Dr Peter Griffin Mrs Sheila Rodger Mrs Ann Dennison Co-opted Members Mr Hugh Dixon (Treasurer)

Officers

Parish Safeguarding Officer Mrs Joyce Eddlestone (also Child Protection Officer) Vulnerable Adults Officer Rev Dr Matt Davis Bankers HSBC Bank plc Independent Examiner Mrs Hillary Griffin Magazine Editor Mrs Margaret Cooke Health & Safety Officer Churchwardens

Day to day management control of the Church is exercised by the PCC Standing Committee: Rev Dr Matt Davis, Mrs Fiona Grieveson, Mr Steve Ginn, Mr Hugh Dixon and Mrs Christine Payne, contactable via the above address.

STRUCTURE, MANAGEMENT & GOVERNANCE

St. Luke’s Formby PCC is a body corporate and operates under the Parochial Church Councils (Powers) Measure 1956 and the Church Representation Rules. The PCC is a charity registered with the Charity Commission: Charity number 1130493.

Other related Trusts:

Shyira Trust – Registered Charity Number 1118979. Two members of the PCC, indicated by an asterisk (*) are Trustees.

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 PCC operates one committee: Standing Committee.

Standing Committee: As above.

Risk Assessments

Procedures are in place to manage risks.

Financial Risk

The PCC has implemented internal controls for annual accounts, cash and cheque handling. An annual budget is prepared. Income and expenditure are monitored against the budget throughout the year.

Health and Safety

Churchwardens have assessed the church for any immediate health and safety concerns. Any immediate issues have been addressed (e.g., making safe the concrete bench plinth behind meeting room and unsafe trees following storm damage). The outcomes of the various assessments, along with recommendations in the fabric report will be documented in the written RA for the church.

Child and Vulnerable Adult Protection

The PCC and all other church members involved in work with young people and vulnerable adults are required to have DBS clearance. (We follow and adhere to the Liverpool Diocese Safeguarding Matters 2015 guidelines.)

OBJECTIVES AND ACTIVITIES

The general functions of the PCC are stated within section 2 of the Parochial Church Councils (Powers) Measure 1956.

St. Luke’s has a mission statement which confirms our mission to proclaim the Gospel of our

Lord Jesus Christ according to the doctrines and practices of the Church of England, both through the Word and our deeds, to love the Lord our God and to love his children – our neighbours – and to love each other in our fellowship. Our Statement of Public Benefit is:

1. Regular public worship open to all

2. The provision of sacred space for personal prayer and contemplation

3. Pastoral work, including visiting the sick and bereaved

4. Teaching of Christianity through sermons, courses and small groups

5. Taking of religious assemblies in schools

6. Promotion of Christianity through the staging of events and meetings, and the distribution of literature

7. Promoting the whole mission of the Church through provision of activities for senior citizens, parents and toddlers, young people and other special needs groups

8. Supporting other Christian charities in the UK and overseas

During 2021 we achieved the following:

• Our regular public worship was open to people of all ages and stages.

• We offered varying worship styles with the traditional organ, music group and children’s musical videos.

• During the lockdown, we again successfully transferred online to Zoom for Sunday services, with facilities for those without Zoom to participate by telephone.

• Our regular Sunday groups for children has seen growth in numbers of children (babies, pre-school and primary) and leaders.

• We have restarted baptisms after a pause during the pandemic.

• Teaching of Christianity through sermons, courses and small groups has continued.

• Two regular house groups have met regularly.

• We started termly ‘What if’ courses for those seeking to explore Christianity and ask questions. Six people came to faith.

• A dozen people attended the ‘Living in Love and Faith’ course.

• We continued our prayer triplets and email prayer chain to help people seeking assistance.

• We appointed a Pastoral Coordinator to lead the Visiting Team to elderly members.

• Our Woodlands Workshop has continued to look after the beautiful woods and green area surrounding our church for people to visit.

• We achieved both bronze and sliver awards in the ECO Church certification.

• We gained a tenant for our Parish Hall (a bi-lingual nursery) following renovations.

• Our close connection with St. Luke's Primary School continued through Governors, assemblies, church services, and visits to the church. Many of our primary aged children attend St Luke’s School.

• We hosted services for Habla Nursery, St Luke’s Primary School and Range High School.

• We continued to offer an art prize for local schoolchildren.

• During lockdown, one of our members sent out a daily bulletin to all parishioners to keep everybody together and informed. This was discontinued once normal Sunday services were reinstated and semi-regular email mailing list was started.

• The Lifeboat Tea Room was reinstated in the summer attracting many people, as well as live music groups.

• The monthly Craft Mornings and fortnightly Tuesday lunches recommenced in September.

• The monthly parish breakfast to link the 8.30 am and 10.30am services restarted.

• Refreshments after the 10.30am service has resumed and has been introduced after the 8.30am service, with the majority of service goers staying for fellowship.

• We held a very successful Light Festival as an alternative to Halloween, with a light trail, bonfire, crafts and fire performers.

• The annual Memorial Service for bereaved family members restarted after the pandemic.

• Our Christingle Service was very popular, with Christingles made by St Luke’s School.

• Working with Churches Together, we took part in the annual Formby Nativity Play.

• A number of our congregation visited local Care Homes to sing Carols.

• We held a ‘Blue Christmas Service’ for those who find Christmas difficult.

• Our Candlelit Carol Service had a capacity congregation.

• On Christmas Eve, we offered a Crib Service and Midnight Service.

• Our links with the Percy French Society continued and made plans for an event in 2022. We continued our link with Shyira in Rwanda, by supporting them financially and in prayer, and working with Shyira Trust. A book written by Allan Hobson entitled “ Linking Parishes, Harvesting Friendship " was published which chronicles our link with Shyira.

• Support for other Christian charities in the UK and overseas, such as Southport Soup Kitchen and Operation Christmas Child has continued.

• Dementia awareness is ongoing and we have membership of the Dementia Action Alliance.

• We continued knitting teddy bears for Teddies for Tragedy

• We contributed to the preparation of hampers for needy families at Christmas, through our association with the Soup Kitchen in Southport.

• The vicar and three members of PCC attended the residential course, ‘Leading your Church into Growth’ and have started teaching the course to the PCC.

• Our PCC and Standing Committees have continued to meet regularly via Zoom.

• We participated in the Deanery working groups on Parish Share and Diversity.

PLANS FOR 2022

General Plans include

• Helping the whole congregation to know and love Jesus better as he speaks to us through his Word by his Spirit.

• Continuing to consider how services can be adapted to encourage and welcome everyone who comes on a Sunday and make it easier for newcomers.

• Building up the music groups and choir after the pandemic.

• Starting a group for high school age children on a Sunday (from September).

• Starting midweek children’s group(s) that they can bring their friends to.

• Arranging a discipleship course ( What Next? ) for people who have been on What If?

• Launching new Home Groups for new and current members.

• Praying together regularly (at prayer meetings and committee meetings).

• Linking visitors to the Lifeboat Tea Room, Tuesday Lunches and Saturday Drop In with other church activities.

• Adapting current activities and planning new activities with a view towards church growth.

• Redesigning our church website.

• Continuing the strong links with St. Luke’s Primary School and Habla Nursery and building upon links with Range High School and Woodlands Primary School.

• Continuing outreach events to local families.

• Continuing to support Christian-based charities in the UK and abroad (financially and otherwise).

Membership

The Electoral Roll at 31[st] December 2021 stood at 130.

Weekly Sunday Worship Attendance for 4[th] quarter of 2021 –

• 8.30 service – 19 adults

• 10.30 service – 58 adults and 12 children

FINANCES

The accounts for the year to 31 December 2021 and the Independent Examiner’s report are set out in the Appendix.

Voluntary Giving – £92,875

Reserve Policy

The reserves policy is to maintain unrestricted cash balances sufficient to cover three months’ expenditure. Cash balances for unrestricted funds total – £79,777

Custodianship

In addition to our Church Meeting Room, and Church Hall in Formby, we are responsible for the upkeep of graves at Barnet and Bournemouth Cemeteries.

Parish Church COU￿11 ofst Luke's. Formby Charty Number 113J493 Staternet)t of Finath¢lal Actiities For the year to 31 Decembèr 2021 Un￿$t￿rIed Funds St Luke's Chur¢h IClwr¢h Hall Aestricted Funds .'EndowmEnt Fund Total Funds 2021 2020 Note5 INCOMING RÉSOURCES Voluntary Income 2• Act5vities for generatlpg Funds j2b Income from Investments ,,1¢ Chur¢h Acti￿tIes ,2d other Incomlnq resources 2¢ £93.080.OJ £ofy) £O.L £9,571 (Kl,, £O.¢)O £3 00. £o.oo' £0 th)1 toco £oco £0 cli £0 £0 LN) £102,65100 £1,626 00 £83,889.00 £825.00 £274.00 £6,793.00 £2,595.00 £101.00 £12.740.00' £1,743 00,, £4.17000 £0.00 £16,910 00 £1,743.00 TOTAL INCOMING RESOURCES £109.290.IXI £4.170.1)0 £9.S74.00 £123,034.fA) £94,170 RESOURCES EXPENDED Cost of 8enrat5ng voluntsry Inc Fund-r8i$ing trading costs Church Actlvltles Staff Costs TOTAL RESOURCES EXPENDED 3b £0.00 £1.75100 to.00 £000 £000 £000 £000 Éo.00 £18.00 £0.00 £109.707.00 £0.00 £109,725AIO 3¢ £1.751.00 £111.567.00 £000 £113.318.00 £7,027.OCJ £000 £7,027.00 £000 £1￿.187.00 £000 £5.604.( RECOGNIZED GAINS AND LOSSES £8,e03.IXII £2,547 00 £0.00 £9,716.00 15,549.00 Gllns on In%*stment •ss•ts'. on dlsp05al on revaluatlo 5b Sb £o.(x) £0. £179.00 NET MOVÉMENTS IN FUNIXS £8.￿3 00. £2.547.00 £388 L £10.104.00 15,370.00 BALANCÉ BIFVID AT 1 JANUARY 2021 £88,524.IXI £0 LTh) £12.044.00 £104,449.00 £119,819.00 BALANCE CIFWD AT 31 DECEMBER ￿21 £97.127.CQ -£1,434. £14.591.00 £114,553.00 £104.449.00

Pavlsh Church C¢Mn¢ll ol st LuaeS. Fomiby Charty N￿mber 1131493 Balan¢¢ $lwt 4131 Do¢ern￿ 2021 Furn St LLke'8 Church ¢￿￿r¢h H Note5 FIXED ASSEf8 5a 13.YJ1 CO i 14,212.0) In￿meTht 5b 13.gJ1 CO 4.￿.lkI 17.770.C¥) 18.033.CX) CURRENT ASSETS stocl Debtu 3.0) C 41.648 CQ ,129CLI, 83.597 (KI 3,820 46,K6 47,762. 9Y,188.C 5,410 OJ 46.S82.( 34.￿c 86.￿. Shorf term depojrts Casha¢ bank aThd In hnd 4.958 CQ 9,633 14,591 LIABILITIE8 Crediiofs. affloui N•1 ¢unntus•ts/(Iwtsltss) 82.1¥2CQ I .783.CKI 86.￿ C)J Tdd•ss8ts lesB 14.591. I14.￿.c#) 104.449.C Credlor5- irnouitsfallin8theaftei o, TOTAL NET ASSETS 95.WCQ 4.2￿.(￿7 114.553.Q) 104,449.0) PARISH FUNDS Vnrestrlcr8d iResirded .EndtrThent 95.ts3CQ .ts3.OJ 14.591. 4.269.C 114.￿. 88.524.CXJ 14,591.D) , 95.WCO 14.591.D) 4.￿.[ 104.449 t)) Approvèd bythe Plrochal Church Counal OTr andy8ned Qn rtsliehatr The note5 on Page5 3to 6forrn part vlthe5eaccounts

Notes to the Financial Statements For the year ended 31 December 2021 1 Accountlng policies The financial statement has been prepared in accordance wrth the Church Accounting Regulations 20CE together with applicable accounting standards and the SORP 2CMJ5. The financial statements have been prepared under the historical cost convention ex￿Pt for the valuation of investment assets, which are shown at market value. The financial statements include all transactions, assets and liabiliti8s for which the PCC is responsible in law. They do not include the accounts of church groups that owe their main affiliation to another body, rK)r those that are informal gatherings of church members. 2 Funds Endowment funds are funds, the capital of which must be maintained.. only income arising from investment of the 6ndowment may be used either as restricted or unrestricted funds depénding upon the purpose for which the endowment was established. Restricted funds represent {a) income from trusts or ondowmont6 which may be expended only on those restricted objects provided In the terms of the trust or bequest, and (b) donations or grants received for a specrfic object or invited by the PCC for a specrfic object. The funds may only be expended on the specffic object for which they were given. Any balance remaining unspent at the end of each year must be carried fomard as a balance on that fund. The PCC does not usually invest separately for each fund. Imere there is no separate investment. interest is apportioned to individual funds on an average balance basis. Unrestricted funds are general funds which can be used for PCC ordinary purposes. 3 Incomlng Resources Planned giving, collections and donations are recognized when received. Tax refunds are recognized When the incoming resource to whicn they relate is received. Grants and legacies are accounted for when the PCC is legally entitled to the amounts due. Dividends are accounted for when receivable, interest is accrued. All other income is reo)gnized when it is receivable. All incoming resources are accounted for gross. 4 Resources expended Grants and donalions are accounted for when paid over, or when awarded, rf that award creates a binding or constructive obligation on ttrE PCC. The diocesan parish share is accounted for when due. Amounts received specrfically for mission are dealt wrth as restricted funds. All other expenditure is generally recognized when it is incurred arKI is accounted for gross. S Fixed assets Consecrated and b8nefice property is not included in the ac(x)unts in acrA)rdance with s.10(2) of the Chsrities Act 2011. Movablé church fumishing held by the vicar and churchwarden on speci81 trust for th8 PCC and which require a faculty for disposal are inalienable property, listed in the churth's inventory, which can be inspected (at any reasonable time). For anything acquired prior to 20CrfJ there is insufficient cost infomiation available and therefore such assets are not valued in the financial statements. Subsequently no individual item has cost more than £1,000 so all such expendrture has been written off when occurred. Equipment within the church premises and over 1 year old used is depreciated by 50A per annum. Investments are valued at market value at 31 December. Page 3

RESOURCES 2021 2020 ChLrth Voluntary I￿￿me PlanTredp¥inA Parish GNin8 Scheme Gdl Ajd donation5 70,408.00 11,567.00 4,589 00 798 00 4,(137 00 70,408.00 11.695.00 5.519 00 798.00 55,898.00 14.859.00 4.638.00 195.00 3.555.00 108.00 Olhèr Collectlons (open pl*el Gwt da 4,C67.00 Grants 2D5 00 9,96100 1,300 00 3,244.DO Donat￿n$. appeab. etf Le8acles 1,428 00 93,082.00 9.57100 102,653 00 83,689.DO 2b iA¢Uvltl•s forg•nw4lty fund• Fund ra555ng IlnclTuÉs¢ltylun£h. Opeh dooTrl 1.826 00 1.626.00 825.00 825.00 1,626.00 2¢ Income from Iwestments DMdÈnds andlntefe5t includknBtax recoveratAe 300 104.LW) 274.00 2d Income from (hurch artfvttle5 Church Hall lettin8S Lwetoat Tea Room5 Meetin8Roorn lettlnp & other hicome Fees 4,170 fm) 1,657 00 2,030 00 75.00 3,031 00 6,793.00 8,929.00 ". 5,211 00 12,740.00 4.170. 16,910 IX) 2e Other Income resources Magaiine5ale5 8 Adverts Sale of Books Sale of C•lendws 1.598.00 1 145.00 440.00 1,743.00 1,743.00 2.595.00 Total kneomfftg resoL 109,292.00 '. 9.574.00 , 123,036.00 94,178.00

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CHARITY COMMISSION FOR ENGLAND AND WALES Independent examinerfs report on the accounts Section A Independent Examiner's Report Report to the trusteesl mefflbers of PCC £ Luk On accouffls for the year ended Charity no (rf any) 112 04a Set out on pagé3 I reFQrt lo the trustees on my examinaiion of the accounts of the atthie charty ("Ihe Trusfi for the year endeo v i NIV. 1 7 T As the charity's trustees, you are res￿n￿ble for the preparation of the counts in acwdance with tha raquirefflants of thè Charbties Act 2011 ("11￿ Act.). I rewrt in respect of my ex8mination of Ihe Trust's accounts carried out under section 145 of the 2011 Act aNI in carrying out my examination, I have folkwed all the applicable DirectKins given by the Charity Commission under seclion 145(5)(b) of ￿ Act. Ragponslbllltles and basis of report Independent ￿he cha examlnerfs statement undertake the e appI￿al￿e I income exceeded £250, aminalion by ￿'ng a qualified ]]. D8lete l J M not l am qualified lo mberof1Snsert name of I have com￿eted my èxamination. I confimi that rK) material matters have come lo my attentK)n in C(￿nectIon with the examination lolher than that disclose(I below ") which gives me cause lo believe that in, any material respect: the accounting rgcords were rw)I kept in accordancewilh sèction 130 of the Charities AGI., or the accounls dpj rK)t accord with Ihe aCc￿nti￿a records,. or the accounts did not Ctjnply wrth the applicab￿ r8quiremenls concerning the form and content of accounts set out in the Charities (Accouits and Reportsl Regulations 2008 other than dny requirement that the acc(￿nts give a 'true and fair. view which is not a matter consKlered as part of an irKlependent examlnatlon. I hav8 no concerns have come across no olh8r matt8rs in connectbn with the examinatKJn to wh￿h attent￿ shoukl te drawn in this report in order to enable a proper undersianding of the accounts to be reached. ' Please delete Ihe words in the l)rackels rfthey do not appty. Signed: Date: Name: lji Relevant professional qualiflcation(s) or body IER Oct 2018

(if any): Address: LS LSI ILe SeGtion B Disclosure Only complete Il Llie E*xaminer ne8ds lo hwJhlighl matcrial mattcrs of coiicern (see CC32. Independent examinat￿)n of charity accounls.. directions and guidance for axamingrsl. Glve here brlef detalls of any items that the examlner wlshes to dlgclose. IER Oct 2018