The Parochlal Church Council of The Ecclesiastical Parish of St Luke, Fonnby Registered Charity Number 1130493 St Luke's Church Road. Fonnby, Llverpool L37 2DF Parish No. SOS Annual Report for year ended 31#t December 2024 Offiual correspondence to Parochial Churth Council (PCC) Secretary at the above address. Trustees {PCC members) Vicar Rev Dr Matt Davis (Chair) ChUrCh￿￿rdenS Mr Steve Ginn Mrs Fiona Grieveson Deanery Synod Representaty'ves Mr Andrew Cox Mr John Gelder. Mrs Hillary Griffln Dr David Hogben (PCC Secretary) Reader {appolnt8d lo PCC) Mrs Anne Dlxon Elected Members Miss Debbie Davies Mr Ken Davies . Mrs Ann Dennison Dr Pete Grlffin Prof Aiian Hobson Mrs Allyson Jump Mrs Jean Mainey Mrs June McGibbon Mrs Christine Payne Mr Mike Roberts Mrs Sheila Rodger Mrs Jean Watts (until 8th May 2024) (from 81h May 2024) (from 8° May 20241 luntll 8th May 2024) {from 8lh May 2024) (until 8" May 2024) Ctropted Member Mr Hugh Dixon cfreasurer) Officers Readers Mrs Anne Dixon Mrs Jean Watts Prof Allan Hobson Mr Chris Mulford Dr Peier Griffin Dr David Hogben Readers Emeritus Parish Safeguarding Officer Health & Safety Officer Data Protection Officer Deputy Churchwardens Mrs June McGibbon Mr John McGibbon Mrs Sheila Rodger Mrs Hillary Griffin Mrs Jean Watts HSBC Bank plc. Sefton Council for Vc4untsry Service (until 8th May 2024) Pastoral Visiting Coordinators Bankers Independent Examiner Day to day management control of the Church is exercised by the PCC Standing Committ88: Rev Dr Matt Davis, Mr Hugh Dixon, Mrs Fiona Grieveson. Mr Steve Ginn and Dr David Hogben, contsctable via the above address. 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 regist8r8d with the Charity Commission.. Charity nurnber 1130493. Other related Trusts Shyira Trust - Registered Charity Nurnber 1118979. Two members of the PCC, indicated by an asterisk ("), were Trusteas during 2024. The method of appolntm•nt of PCC mem￿r$ is set out in the Church Representation Rules. All church members are encouraged tojoin the Electoral Roll and stand for election to the PCC. The PCC op•rat68 one commltto•: Stsndlng Commltt••. Standing Committee: As above. Risk Assessments Procedures are in place to manage risks. Flnanclal Rlsk The PCC has implemented intemal controls for annual accounts, cash and cheque handling. An annu81 budget is prepared. Income and expenditure are monitored against the budget roughout the year. Health and Safety Churchwardens and the Heolth and S8fety Officer have assessod the church for any irnmediate health ano saleiy concems. The outcomes of the vanous assessments, along with recommendations in th8 fabric report will be dowmented in the written RA for the church. Child and Vulnerable Adult Prot•ctlon The PCC and all other church members invofved in work wth young people and vulnerable adults are required to have DBS dearance. (We follow and adhere to the LIvoTpooI DioGese Safeguarding Matters 2015 guidelines.) The general function5 of the PCC are staled within sedion 2 of the Parochial Church Counci18 (Pow8rs) Measure 1956. St. Luké's has a mission statement which Confirms our mission to proclaim Ihe Gospel of our Lord Jesus Chnst 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 lo love his children- our neighbours- and to k)ve each other in ourfellowship. 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 sid( and bereaved 4. Teaching of Christianity through semons, Gourses and small groups 5. Taking of religious assemblies in schools 6. Promotion of Christianity through the stsging of events and meetings. and the dlstrtbutlon of Ilteratur8 7. Promoting the whole rnission of the Church through provision of activities for senior citizens, parents and loddlers, young people and other spectal needs groups 8. Supporting other Christian charilies in the UK and ovérseas Revlew of actlvlties during 2024 We have had another year V￿th much to thank God for in the life of St Luke's Church. Sunday seniiGes continue to gather people of all ages and stages to worship the Lord Jesus Chrfst together. We bègan the new year working through Paul's letter to Titus. then spent Lent laarning from God's reluctant prophet, Jonah. After Easter we began a seri8s in Acis, which conlinued through the rest of the year. Members of Ihe congregation were involved in all aspects of Sunday services. and we encouraged more of the children to help out during services, for example with the AV tech and 8lble readings. Kids@St.Luke's continued on Sunday momings during the 10.30am service. The Sunday evening Youth Group finished in July, now that the regular youth have become adufts. In its place we started a Youth Group during the 10.30 Serrfice, to have fun while discussing that Sunday's Bible reading. Thursday Communion met at the start of each month at 11.00am. For those not able to rnake seNices in person, the Pastoral Visiting Tearn provided much needed support and spiritual encouragemenl. The team stsrted a monthly Communion Se￿1¢0 at Fomiby Manor along with members of Holy Trinity Church and occasional services at Locharwoods Car8 Home. The slx Home Groups met to discuss God's Word and pray wilh each other. This year they studied the topic of Church and passages from the prophet Isaiah. Once a month. they came together for the Monthly Prayer Meeting when we prayed for rninistry al St Luke's and our mission partners. Our Magazlne team worked hard edlting, printlng and delivering magazlnes. Through It we have celebrated what has been happening across the parish community and advertised upcoming events. Tuesday Lunch 8nd Open Doors conts.nued to welcome people and build relationships wilh the local area. At Easter we arranged a walk in the woods. followed by a cuppa & cake with crafts for children. This proved 8ucce861ul bringing con9regation member3 togcther along Wllth people from the local area. so we started a monthly Together@Sl.Luke's event followlng the same fonnat. In September the Hive youth club slarted for those in school Years 6, 7 & 8. This has grown and over a dozen youth come each Friday nighl to the Parish Hall for fun and games. Alongside these activities, the Light Fair and Christtnas se￿iceS conllnued to draw people In from the local area. Two What Irj courses gave people the opportunity to find out more about Christianity and ask questions. A number of people have started fdlowing Jesus as a result. Links with St Luke's CE Primary School have grown stronger. The vicar and foundation govemors were involved in both recruiting a new Hèad Teacher for Sèptember and a successful Of3ted In3pection. The children and teachers enjoyed visits lo churth, lemily servlces, RE classes. interactive assemblies and got involved wilh St Luke's Lent Project. raising money for projects in Lima and Shyira. New Testaments were given to both Year 6 leavers as well as Year 7 students at Range High School. The uniforrned organisations met each week at the Meeting Room. Members of the Cubs and Beaver5 regularly t(NJk part in the thr88 parade services. The Woodland Workshop kept the grounds looking beautiful each month and they were joined by the Community Payback Team e8ch week doing jobs around the graveyard. The grave of Percy French had a visit by the Roscornmon Solstice Choir who also perfomed a concert of his songs In his memory. Work was started in September on replaclng the defiJnct church boiler to a newer. more effi￿ent boiler, along with new convection heaters. The audiovisual equipment was updated in church with a new screen on the front pew for seNice leaders and preachers. a new church laptop and improved Wi-Fi access points. The Meeting Room had a projector, speakers and pemianent Wi-Fi connection installed, along acoustic Panels to reduce noise vthen it is busy. Plans lo exlend the Meeting Room have progressed with refinements on the plans and feedback from the pre-planning application to Sefton Council. As well as serving on PCC, congregation members have been involved with Deanery Synod, Diocesan Synod and Bishop's Council. Our deanery has begun to engage with Liverpool Diocese's Fil for Mission initiatsve, which would involve joining with other parishes to create larger parish. Future Plans Next year, we Wbll need to engage with the Fit for Mission initiative and the PCC wlll vote on whether they think rt is beneficial for St Luke's Church. We hope that before the end of next year we will have received planning perniisslon for the Meetlng Room extension. We will then be In a position to start fundraising. In the midst of all of these plans. we know Ih8t unless the Lord builds his church. we labour in vain. It is our hope and prayer that we would remain committed to the Lord Jesus Chrlsl and hls gospel, reaching out to others and being buirt up by his Holy Spirit. M•mb•rshlp The Electoral Roll on 31 •1 December 2024 stood at 144. Weekly Sunday Worshlp Attendance for 4th quarter of 2024. 8.30 seNlce- 20 adults 10.30 service- 65 adults and 11 children NANCES The accounts for the year to 31 December 2024 and the Independent Examiner's report are set out in the Appendix. Voluntary Glvlng- £111.491 Reserve Poll¢y The reserves policy is to maintsin unrestricted cash balances sufficient to cover three months, expenditure. Cash balances for unrestricted funds totsl- £94,695. Custodlanshlp In addition to our Church Meeting Room and Church Hall in Fomby, we are responsible for the upkeep of graves at Barnet and BOUmernou￿ Cemeteries. Tf*•l FWKIB T**L4e 11A70.Tr) 11.57&Q) 4.353.tsJ 15,929. 12.185.IXI 4,211.LXI 16.396. 4353.fy) IIA70AKI •244.01 52091.IX+ 29.927.IX+ •I.￿.f￿) 8244.1YJ J8.351. 49.1fj6.D) 115.781.0) 2I71.( 74.4S3.(Q 27.180.00 IN.JIo.00 S.400. C•h h•id 112S•AKI 112￿￿￿K* 12.552.IKI 29,378.IX) 81,684.ri) 29,37B.L ,363.OJ 3.m. 1(X).721.c•) 888.1)) 11259m 12.552.( 732M.( 12. I.￿?.fA} 102.312.riJ 1125•fy) 12.SS2K 102,31 117.117 FUNDS TJXIIX) 808AD 11259 85.407.t)) 12.552. 4.353.00 1ff2.312. ILK),3wJ.fAY 12.516.(KJ 4211.ryj 117.117.iKI 4.J53.CQ 4J53. 11259 11552.Ql Chadty Nfftib•r 11304•3 Forth• y•wkn 31 Dg¢•ffkn X134 T￿1 FwMI• Voluttt￿ IrK4 £ 111.491.( 0.580.(Q £3.Th. É5.M.¢NJ £20.712.00 £2.151I*) £o.(Xl £15,435. £128.V28.1X) £4.IJ)2.LKI £3.981.rxi £26.104.IXI £2.151.CKI £123.332.0) £2.511.IX) £2.315.(Kl £20,840.0) £1,914.LW) £275. Eo.( Churth £0. £0. £0. £12(320.IXI 0> 71Z £1 131 £1 1MIXI £150.•12.00 RE8OLW4CES EXPENLED Colt 019wArthg v￿uN￿ Éo(KJ £O.L £0. £144,936.(o £t6.131.IXI £0.( £o.(w) £145 881. É1Q134.fy) £0.( £o.ty) £0. ÉO.LXI £10.ty8.￿) £0. £17T.1MIXI £o.c £178.111.WJ £349.(M) £158287.￿) £0.( £106.W. Ch•Jth £O.LXI NET INCOMING RES(XJRCE8 8EFOfiE OTPER RECOGNIZEDGAINS ANO LOSSE8 10.561.IXI £4.578.Q> £0.( -£14.947.0) 8,OJ2. on dw411 £o.(KJ £0. £0. £oA) £142.C £o.Ix) £142.lY) Éo. £289. 19.$61.C*) £4.578. £0.( £142m I4.￿.(￿) -£S.P43.(K) £92.821.IX) 43.W.(A) £11259.(Xl £11516.ly) £4311.(ti £117,117.fy) £122.910.IXI £TJ 2W.00 L888.rJ) £11 £1 552.CK) £4 3S3.¢J) £102.312.C•) £117 117.(MJ Notes to the Financial Statements For the year ended 31 December 2024 1 Accountlng pollcles The financial statement has been prepared in accordance viith the Church Accounting Regulations 2006 together with applicable accounting standards and the SORP 2005. The financial statements have prepared under the hisiorical cost convention except for the valuatlon of investment assets. which are shown al market value. The financial statements include all transactlons, assets and liabilities for vthich 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 thal are informal gatherings of church members. Funds Endowment funds are funds, the capital of which must be maintained: only income arising from investment of Ihe endowment may be used either as restricted or unrestricted funds depending upon the purpose for wthlch the endowrnent was estsblished. Restricted funds repres8nt (a) Income from trusts or endowments Nthlch may be expended only on those restricted objects provided in the temis of the trust or bequest, and (b) donations or grants recelved for a specific object or Invlted by the PCG for a specific object. The funds may only be expended on the speciflc object for which they were glven. Any balance remalnlng unspent at the end of each year must b8 carried forward as a balance on that fund. The PCC does not usually invest separately for each fund. Where there is no separate investment, interest is apportioned lo individual funds on an average balance basis. Unrestricted funds are general funds which can be used for PCC ordinary purposes. Incomlng R•sourc•• Planned giving, collections and donations are recognized when received. Tax refunds are recogn12ed when the incoming resource to which they relate is recelved. Grants and legacles 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 recognized wh8n it is receivable. All incorning resources are accounted for gross. Resources expended Grants and donations are accounted for when paid over, or when awarded, if Ihat award creates a binding or Gonstructive obligation on the PCC. The diocesan parish share is accounted for when due. Amounts recelved specif cally for mission are dealt with as restricted fvnds. All other expenditure Is generally recognized when it 18 inCu￿ed and 18 accounted for gross. Flxed asse15 Consecrated and benefice property is not Inclu.712.￿j 20,712.IXI 13.1(ttrAI 1,7Z2.iXI 1.171.(Kl 4221 C(1 5.M.Cl) I.171.￿• 4Th1.¢Y) 5,394 ty) X*.840,ty) 1711LX) 1M11rK) 1.812.tyJ 1.913.IXI 2.151.( 1,914.(fl 712.lJl le.132.￿1 163.184.Th) 1XI,912.( T( 1.944.IXt 101B.O) I,a2J.Q) 4.194.ChJ 910. 91D. 910.OQ 1011.fy) 1,325.LY 1.326.rrf 1,32s.fp) 1,326. 1.326. 1.)25.C4) 1.$2J.IVJ •tO.OD •io.c¢ 100.D) 100.OD 2$ •20C •10.00 •io.00 •10. 1,320.09 1,326.OD 1,320.C¢ 422lb) 10.•T1.00 10,847.CAI s.￿2.[ 17,710.00 70.490.00 0,140.00 ij,Tsi.00 1.00 1,7M.00 1.640.00 2,610.00 17,7J5.Ci) 11. ,w.00 1,7JO.C#) 1.777.00 43.00 1.700.CrfI 1.7TY CII 1P7.00 .00 17.078.00 10,lJ4 0 •.M2.00 Chwth R•P•WI 2.Y7.00 41liXI 172.00 297.00 ChurthMffiri¥y•¥ Cali ol•nthiip0￿]u11 F* J. Fund ￿11*¢##1 a4•.QO 4 Ill STAFF CC6TS (bl PAYMENTSTOPCCPrtMWS S FIXED AS8Ef8 la} Tw411)1• FrEehohJ larKI Clwrtl bumth'ry wjprrwrt Tctsl ACTUALI DEEMEO cosr at l Jwuwy 2024 38.143.00 38.143.(K) dttlom ati¢%ts 36.143.00 36,143.00 DEPREaATION ¥t l January 2024 23.958.00 23,958.00 Char￿10T the year At 311)ecember 2024 609.IJO 24.567.LKI 609.00 24,567.00 fr••hokl l•nd buHdk4• ol th• Clwxch, PA••lwig Room r•Mwlng ofth• Churth Hall Ibl Mlwket v4u• •t 1 J•wy 2024 DTrspo￿1 aturry5￿yA1￿t Purchase at cost alu•tlon yln M•rkrtValue •t 31 Deceffthr2024 4.211.00 142.lY) 4.353.00 i• •ndowm•nl ol 132 Shw•• ind8lrth th• GC B•qu••t and th• JP Franch B•qu•¥L 2024 2023 O DE8TOR8 Income TIX Reto¥*rnbl• •r D•btors 3.935.00 4,309.00 8,244.00 2,871.00 7 UABILmE8 r•dRors Gu l Elertrt¢. Churth Gos l Elettd¢- Church h￿1 Other Credltorn 2,SWJ.(KI 934.00 25.854.00 2,851.IXI 938.00 8 FUND8 S•• F4g• T ts Ix••kOy*n Fund B•lwK• •11 Janu￿ 2024 Inwmln8 A¥ources Aesources exper￿￿d 12.516.00 16.132.00 -16.096.00 Bala￿* at 31 December 2024 12.552. 12,018.fy) ie,131tY* 276.0) J,&24. J,cffjo. 411ty2 71b. 176fy) 12. 12000 jlltyj INDEPENDENT EXAMINERS REPORT To the trustees of Par15h Churth Cwndl ol St Luke's, Forniby I report to the truste￿ on my eXaMh7atM￿ of the actounts of the ParochHI Church Councll {PCC) of St Luk•, Fcffi*y for the ￿ar entsj 31* De(Xn1￿ %)24 I report In respeL* of my o¥amkMiion of tho Pcc'a a(v)unts Garried out aectlon 145 of the 2011 A(a and In ￿ out my examlnakn I have fOllo￿d all the appllcable dlreGtK)n8 glv•n by tho Charty Commi58ion under 8•Ctm￿ 145(5){b) of the A l am a mmbw Lrf tt* In•ltsts rrf chartM￿ In Eryl*nd and W•l•s and l am b(MllTra by trolr oJde of ethkx. 1. A￿)UntI￿ n(* W In r88p&# cl PCC M roqukvd by 88ctton 130 of tho to att•nt&YI Sh￿jk1 bé dfff4m 11 th1• iewt In order to ￿•bI& 4 pmpw un(lorntMdlw ol Slgn•d: J I Dts: 24th Aprll 2025 lan Wr*ht FCA Communty Accwntsnt Softon Coundl for Voluntsry SeThloo 3rd Floor, Sulta 3b, Burtlngton Houoe, Crow Ro￿1 Noth. Watsrfoo. L￿￿001. L22 OLG INDEPENDENT EXAMINERS REPORT To the trustees of Parlsh Churth Coundl of St Luke's, Forniby I report to the tru8t888 on my ey2minabon of the a(uNmts of the Parcthi81 Church Council (PCC) of St Luke. Fumby for the ￿Or 3111 December 2024 A8 the charity of PCC r•8porMiblo for ts prnpar4kn of the accounts In •C￿rdanC* wlth tho Twulr•m•nts of ts c￿11118• knt 2011 (Yhe W. I report In of my of th• PCC'8 acc¥xmts G•rTSod out 8OCtlon 145 ot the 2011 Act and In carylrrfJ oui my •xamlrth I have fOlk)￿d all tho applkablo dlr•clion8 gI￿n by th• Charity COMn￿ undéf 14q5Xb) of tho Ac l am a m•mb•r oftr• Inth of chart￿￿ In England and Wale8 and l am bouTrJ by thglr Gode of othk•. In ￿nn•￿10n wilh the examlnatkm glvirYJ to bolkn* that In •ny materlal re4p8cL 1. Ar£￿MIrIa l￿d5 nL* W In re8w cd PCC a8 rnqU1￿j by $8ctton 130 of tho attanllon should be dn￿ In th1• rowi in ord•r to •n•bl• a propw und•r•l•rKllro ot Sbn•d: I I D•to: 24th Aprll 2026 lan Wr*ht FCA Conxnunlty AeA)unlant 3rd Floor, Sutte 3b, Burllngton Houee. Crnby Ro•J North. Watorfoo, u￿rPOOl. L22 OLG