2023-12-31-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 2023

ADMINISTRATION

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

Trustees (PCC members)

Vicar	Rev Dr Matt Davis (Chair)
Churchwardens	Mrs Fiona Grieveson
	Mr Steve Ginn
Deanery Synod Representatives	Mr Andrew Cox
	Mr John Gelder *
	Mrs Hillary Griffin
	Dr David Hogben (PCC Secretary)
Reader (appointed to PCC)	Mrs Anne Dixon
Elected Members	Miss Debbie Davies
	Mr Ken Davies *
	Mrs Ann Dennison
	Dr Peter Griffin
	Prof Allan Hobson
	Mrs June McGibbon *
	Mrs Christine Payne
	Mrs Sheila Rodger
	Mrs Jean Watts
Co-opted Member	Mr Hugh Dixon (Treasurer)

Officers

Readers Mrs Anne Dixon Prof Allan Hobson (retired November 2023) Mrs Jean Watts Reader Emeritus Mr Chris Mulford Parish Safeguarding Officer Dr Peter Griffin Health & Safety Officer Dr David Hogben Data Protection Officer Mrs June McGibbon

Deputy Churchwardens Mr John McGibbon Mrs Sheila Rodger Pastoral Visiting Coordinators Mrs Hillary Griffin Mrs Jean Watts Bankers HSBC Bank plc. Independent Examiner Sefton Council for Voluntary Service

Day to day management control of the Church is exercised by the PCC Standing Committee: Rev Dr Matt Davis, Mr Hugh Dixon, Mrs Fiona Grieveson, Mr Steve Ginn and Dr David Hogben, 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. Three members of the PCC, indicated by an asterisk (*), were Trustees during 2023 (J. Gelder replaced J. McGibbon in October 2023).

The method of appointment of PCC members is set out in the Church Representation Rules. All church members are encouraged to join 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. 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 a 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

Review of activities during 2023:

St Luke’s Church has had an active year in 2023 with new people joining us and regular members getting more involved. Our weekly services have continued on Sundays at 8.30am and 10.30am when we have met to praise and pray to God together as well as listen to his Word. We have worked our way through the books of John, Daniel and 1 Peter, with the vicar, readers and retired clergy preaching and leading services. Other members of the congregation have been involved in leading music, reading and praying during services. The children’s groups have been blessed by new leaders helping with sessions. The Sunday evening Youth Group has grown and so moved to the Meeting Room to give the young people more space to move about. The monthly Thursday Communion service has moved to 11.00am, making it easier for many to come along.

The Pastoral Visiting Team has continued regular visits to those at home and in nursing homes for social and spiritual support. Occasional services, especially those around Christmas time, have continued to attract many people from the local area, with the Christingle and Candlelit Carol services being the most popular. Less popular services, but by no means less important, such as the Memorial and Blue Christmas services have given those who are bereaved or struggling the opportunity to reflect and be offered hope. Home Groups have spent time studying Luke and Romans, as well as supporting each other in prayer and practically. Midweek social events have continued with Tuesday Lunch and Open Doors coffee mornings. Our summertime Lifeboat Tea Room was relaunched as [e-mail]’s in a format that was more manageable for the team of helpers. All of these events have continued to attract many people from the local area and given the congregation the opportunity to connect with them and some people have started coming to Sunday services as a result.

Our links with St Luke’s CE Primary School continue to be very strong. The vicar and three congregation members serve as Foundation Governors. The vicar regularly takes Assemblies and RE classes, and termly school services are held in church. Each child receives a Christian book as a Christmas present and New Testaments were given to every Year 6 leaver. The new Beaver Colony has grown and a Cub pack has been restarted. Brownies and Guides continue to flourish. Members of the uniformed organisations join us for Parade services during the year. The Habla nursery in the Church Hall is proving successful and the children have occasional visits to church.

During the year some major repair work was carried out on the church roof, with scaffolding up for a number of months. The Millennium Cross was repaired to remove wood rot and the Woodland Workshop met monthly with some new faces, focusing on clearing ivy from the church grounds. The Standing Committee, along with some representatives from various ministry groups met with local architects to discuss extending the Meeting Room. Initial plans include a second downstairs room, an upstairs room and a larger kitchen.

Finally, links with St Mark’s Parish in Shyira, Rwanda were renewed and strengthened when several members of St Luke’s congregation travelled to Rwanda in October for ten days. They spent time visiting and meeting with congregation members as well as visiting the new Shyira Hospital, Shyira Primary School and Groupe Scolaire de Shyria (the secondary school).

Future plans

As we look to the future, our main aim is to continue and to grow what we currently do: sharing the Good News of Jesus Christ with people in our community and building up the whole congregation to know, love and trust the Lord Jesus better. As we do this, we will continue to review our Sunday services, midweek activities and outreach events to welcome everyone and make disciples.

We aim to continue with plans for the Meeting Room extension and consider whether it will be viable, with respect to both fundraising and planning permission. We plan to install new AV equipment in the Meeting Room and update some of the equipment in Church. Our church boiler has become unreliable and may need to be replaced, which could involve significant expenditure.

Finally, we hope to be a more outward focussed church, drawing people in, and so are considering new community events to invite people from the local community.

Membership

The Electoral Roll on 31[st] December 2023 stood at 139.

Weekly Sunday Worship Attendance for 4[th] quarter of 2023:

8.30 service – 21 adults 10.30 service – 63 adults and 10 children

FINANCES

The accounts for the year to 31 December 2023 and the Independent Examiner’s report are set out in the Appendix.

Voluntary Giving – £102,378

Reserve Policy

The reserves policy is to maintain unrestricted cash balances sufficient to cover three months’ expenditure. Cash balances for unrestricted funds total – £88,205.

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.

Tlje Pafachial ChU￿h Coundlof the E￿Ie$l￿$t￿31 Palish of St Luke Fomiby Charlty Number 1130493 Statement of Financial Aetlvlties For the year to 31 D￿rnber 2023 Unr•stthknd Funds Restrthd End(Y4¥ment Funds Funds Total Fur*ds stLuk•'s ChuKh Chur¢h Hall Iqeetirq Roo 2023 2022 INCOMING RESOURCES Voluntsry Ir¢come A￿ties for werats.ng FundB Irrome from inv#tm•nty Church Acbwb"66 Cther incoming rwu £I07,￿.c £2,511.lJJ £2,154.O) £7.732.IXI £1,914. £0. £0. £o.c £13.108. £000 £11.818.00 £0.00 £000 £0￿) £0.00 £3.748.00 £000 £16100 £0 crfj £0.00 £0.00 £0.00 £O.(K) £0. £0.00 £123,332.00 £2,511.00 £2,315.00 £20,840.00 £1,914.00 £1LK).839.00 £1.868.00 £694 00 £34,182.00 £1,846 00 2b TOTAL INCOMING RESOURCES £122,277.IXI £13,108.IxI £11.6t8.00 £3.909.00 £o.c#) £150.912.00 £139,427.00 RESOURCES EXPENDED Cost ofgenÈrabng voluntary Incorne FJnd-r8Bing tradng cc36ts Chureh ActMti"88 Staff Costs TOTAL ResouRCES EXPENDEO 3b £358.CO £000 £349.(M) £0.00 £134,211.IM) £17,075.00 £0 LXJ £000 £134,918.iKI £17,07&00 £00) £ofy) £3Sg ts) £000 £0.00 £4,642.00 £0.00 £35$.￿ £4,642.00 £o.o) £ooJ £o.oJ £000 £0.00 £358.00 £349.00 £1￿,287.00 £0.00 £1M,9MOO £81.00 É3,959.00 £126,683.00 £0.00 £130,723.00 FORE OTHER RECOGNIZED 12,841.CO 3.￿7.00 £11,259.00 733.00 £0. e,082.00 £8,704.00 Gain8 on investment w8ets.' on disp)8 r8v8lualiDn £o.(M) £O.LKJ £O.(M) £0.00 too) £0.00 £0.00 £0.00 £ooJ £289.fYJ £0.00 £289.00 Éooo 4347.00 NET MOVEMENTS IN FUNDS -£12.641.Cl] 3.￿7.00 £11.39.Tr) 733.OD £289.Q) -£5,793.00 £8.357.C BALANCE elFWO AT 1 JANUARY Z123 t105,462.C4) eo.co £13.249.C#) £3,922.IXI £122,910.00 £114,553.CQ BALANCE CIFWD AT 31 DECEMBER Z123 £92 821.CK) 3 690. £11 259 £12 516.0) £4211.00 £117,117.00 £122 910.00

ChatyNwnbor 1120493 8alance sheal 4t 31 lJ•c•ftw20rJ Total St L¢•'• CP•Jr¢h H FIXED ASSETS Tan11￿e IrNe5trnent 11185.CLI 12185.(Kl 4,211.IXI 18,M.(Y) I2,￿.£￿) 3,912 O) 16,748.LII 4,211.0) 4,211 ts) 12,185.CIJ CIMIRBIT ASSETS OEbtrJw gxNttwmdepults sh•1 b•nk •né hnd 2.e71.CO .208.CQ 12.286 Lbj - 3￿( 84.425 CO . 3P)o) 2871.fYJ 74,453.NJ 27,186.NJ 104,510.C 2,￿.(0 47.J) C J.29) C¥) 110.rf00) 185.Lb) T.￿1 CD 12.516CO 11.259. 11.2Sg.CrfJ LthBLmES 3.789C(I ,6￿{X) . IM.C) l(Y1721.0) 4W.O) 1C6,1V2.0) N•1 cun•nt •ss¢ts/@at 11.7AOJ 12,518.1¥J rot&l•ss•tshas ¢w1•nt￿mI•S 92,821 CQ . 3M)(KI 12,518.0) 4.211.C¢J 1￿,970.0) TOTAL NET ASSETS 92.821 CQ . 3￿.(￿ 12.516.Q) 4.211.CQ 117,117.OJ IZ2.910.OJ PAIOSH FUNDS VnfoStrlcted Restricted 8X.(YJ . 5￿1.￿) 112SI.CII 1￿,39).L￿l IZ516.Cll 4.211.( 117.117.CO lt6.￿.￿) 13,249. 3.922 D) IL,910.0) 11516.D) 4.211.OJ 4.211. 92,8211Th] 3WJC 11516.co ApprOV•d bythe Parcrl4Jl Clwrch c￿￿11< The on Pa8qs 3 to6forrn pirtdthsèxc(xM)ts

Notes to the Financial Statements For the year ended 31 December 2023 1 Accounting pollcles The financial statement has been prepared in accordan￿ with th8 Church Ac£ounting Regulations 20C6 together with applicable accounting standards and the SORP 2005. The financial statements have been prepared under the historical ct+St convention exc£pt for the valuation of investment assets, which are shown at market value. The financial statements include all transactions, assets aThJ liabilities 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, nor those that are informal gatherings of church members. Funds Endowment fvnds are funds, the capital of which must be maintained., only income arising from investment of the endowment may be used etther as restricted or unrestricted funds depending upon the purpose for which tha ondowmont was èstablishod Restricted funds represent (a) income from trusts or er￿oWrnents which may be expended only on those reslricted objects provided in the temis of the trust or bequest, and (b) donations or grants received for a specrfic objed or invited by the PCC for a sp8Ctfic obi8Ct. The funds may only be expended on the specrfic object for which they were given. Any balance remaining unspanl at the end of each year must be carried forward as a t)alance on that fund. The PCC d￿S not usually invest separately for each fund. IAhere there is no separate investment, interest is apportioned to individual funds on an average balance b8318. Unrestrict8d funds are gener81 funds which can be used for PCC ordinary purposes. Incomlng Resources Planned giving, collections and donations are racognized when receiv8d. Tax refunds are recognized when the incoming resource to which Ihey relale 15 feceived. Grants and legacie? 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 recx)gniz8d when it is receivable. All incoming resources are accounted for gross. Resources expended Grants ana don8tlons are accounted for when paid over, or when awar¢Jed, ff thai awarij creaies binding or constructive obligation on the PCC. The diocesan parish share is accounled for when due. Amounts received specrfically for mission are dealt with as reslricted funds. All olher expenditure is generally recogniz8d when rt is incurred and ￿ accounted for gross. Flxed assets Consecraied and benefice propety Is not Included In the aco)unts In accordanca with s.10{2) of the Charities Act 2011. Movable church fumishing heitj tsy the vicar anrj Churchwarden on special trust for the PCC an¢y whicn require a faculty for disposal are inalienable property, listed in the churth's inv8ntory, which can be inspected (at any reasonable time). For anyihing acquired prior to 2000 there is insufficient cost Intormation availabla and therefore such assets are not valued In the financial statements. Subsequently no individual item has cost more than £1,000 so all such expenditure has been written off when occurred. Equipment within the church premises and over 1 year old used is depreciated by 5% per annum. Investments are valued at market value at 31 December. Page 3

2 INCOMING RESOURCES St L￿e'S Hal IMF￿8Merrt of Meetw Room Funds 2023 2022 28 V¢luntsry Inoxne Planfied Par(sh Gfvlngscheme Grft donabons 80.760 CQ 10.709.CrfI 3,704.C 2.439.CQ 4.766.CQ 81,532.QJ 10,772.OD 4,188.00 2,439 00 4,786 00 71,780.trJ 9,85100 4,388 00 2,754.00 4,030.00 Tax recoverat4• Colkctlons (open ￿ale) Gwt da fjrants Donat5ons. •ppals. eic L￿arleS 3,250 C 2,238. 3.250.00 4.767.00 11.618.00 123.332.00 t.000.00 7,058.00 2,429.00 11.618.00 11,61800 107,966.C(I 3.748.00 100.839.Lb) 2b Acllvllles forgener•¢y Fund iahln8llrcl Tuesday LuTrch, ¢￿eTh Dc)rsl 2.511 00 2.511.C(I 2,511.IXI 2,511.C#) 1.866.QJ 1.886.tsJ 2¢ Income Irom Irvestments DhtKlend5 and mterest in£bJdin8tax re£o4Yrat4e 2.154.00 161.00 2,315. 694.00 2d Income from church artfvltie5 Chufch Ham Lmthat Tea R¢om5 Meetlng Room lettIn￿ & othef knco 13,108.CO 13,108.QJ 1,722.1)J 618.1)J 5.394.OJ 20,840 1)] 10,008. 18,186.00 1,327.CKI 6,661 34.182.C() 1.722.00 616.00 5,394.00 7,7r2 00 13,1Q80) 2e Other Income Fe50Uites Magazine sale5 & Atherts Sale of Boo Sale of Calendars 1.913.00 1.913. 1,842. 1.914.00 1,914.CQ 1.846.C Total Incomir¥ Resources 121277.00 13,108.￿> 11,618.(W) 3.￿.[X] 150,912.CKS 139,427.00

3 REtQUA¢ESEXPINDED TrA•l xrJ Tthl SEL￿￿5 i.J23C•) 1744CO 1.323 4.19400 91OL 910tr1 910CiI 910( 910C 1.629CQ 1¢37QQ ShwTrISlTh•TrL 910.r 910 910 910¢ 910 Teorfurlj M•r¢y ryty) •14th) OTI 1f•lti) 9CiI Icltr) Irfjc 1 C orpj 91UOJ io.u) Etn(thun 91QN glQfQ 91Q 910111 Mlnmtry 79Wg) 0.140ryJ IS7$11)J its) 1.701riJ 1.S•Dr•J 1.)4> 24CbJ ID7Cp) 70.￿00 8.14000 1J.7$1 i.OD 1.768. 1.510 2,W 72,407Ce 11,733 675 D•pNeirthJn chu￿￿￿4￿rrt•￿nK•-lrrtv￿1rtiIr1 Coit ol IiT9 1,75800 2.463CQ upkNpof Chu￿￿¥1￿d 197 CQ 17mLXJ IT07SW 4.WJCQ •thlniR0llmC¢￿I ie460) 172 Churchthlnlilp•t 34.311 81.(XJ )49 TOTALIES(WA¢ESEXPIMDID IblPA¥MtNtsToifcMEM&fR5

143 .14llJ 3Q143(0 143 213170J 24317.•) 641 tyj 041 23.W ty) .211 18710) Uiilrty 187IOJ 2WI rLI I￿L￿ 4201 I FUN 3fv23ry) 4024th) 161 4011th1 I3.￿9.￿) 1127CQ IflLb) 4.612 ts) 3mOJ 3MI10) 12£0J R016

INDEPENDENT EXAMINERS REPORT To the trustees of Parish Church Coundl of St Luke's, Formbv I report to the trustees on my examination of the accounts of St Luke's for the year ended 315t December 2023. Responslbllltles and Basls of Report As the charities trustees of St Luke'5 are re5pon5iblc for the preparation of the accounts in accordance with the requirements of the Charities Act 20111'the Act,). I report In respect of my examination of St luke's accounts carrled out under section 145 of the 2011 Act and In carrying Out my examination I have followed all the applicable directions given by the Charity Commisslon under section 14515}(b) of the Act. Independent Examlnerfs Statement I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination givin8 me cause to believe that in any materlal respect: l. Accounting records were not kept in respect of St Luke'5 a5 requlred by settion 130 of the Act: or 2. The accounts do not accord with those records. I have no concern5 and have come acro55 no other matter5 in connettion with the examinatlon to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached. lan Wright, FCA Cornmunity Accountant 5efton Councll for Voluntary Service 3rd Floor, Suite 3b, Burlington House. Crosby Road North. Waterloo, Liverpool L22 OLG Date: (4 A (LF4d LO L