## **Trustees’ Annual Report for the period**
**From 1 January 2024 Period start date To 31 December 2024 Period end date**
## **Charity name: St Margaret’s**
## **Charity registration number: 1130509**
## **Objectives and Activities**
||SORP reference||
|---|---|---|
|Summary of the purposes of
the charity as set out in its
governing document|Para 1.17||
|Summary of the main
activities in relation to those
purposes for the public
benefit, in particular, the
activities, projects or
services identified in the
accounts.|Para 1.17 and
1.19||
|Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|**Yes, trustees are all aware**|
## **Additional information (optional)**
You may choose to include further statements where relevant about:
||SORP reference|
|---|---|
||Para 1.38|
|Policy on grant making||
||Para 1.38|
|Policy on social investment||
|including program related||
|investment||
||Para 1.38|
|Contribution made by||
|volunteers||
|Other||
## **Achievements and Performance**
SORP reference Summary of the main achievements of the charity, identifying the difference the charity’s work has made to Para 1.20 the circumstances of its beneficiaries and any wider benefits to society as a whole.
**Additional information (optional)** You may choose to include further statements where relevant about:
||||
|---|---|---|
|Achievements against
objectives set|Para 1.41||
|Performance of fundraising
activities against objectives
set|Para 1.41||
|Investment performance
against objectives|Para 1.41||
|Other|||
## **Financial Review**
|**Financial Review**|||
|---|---|---|
|Review of the charity’s
financial position at the end
of the period|Para 1.21|**See auditor’s report**
**solvent**|
|Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22||
|Amount of reserves held|Para 1.22||
|Reasons for holding zero
reserves|Para 1.22||
|Details of fund materially in
deficit|Para 1.24||
|Explanation of any
uncertainties about the
charity continuing as a going
concern|Para 1.23||
## **Additional information (optional)**
You may choose to include further statements where relevant about:
||||
|---|---|---|
|The charity’s principal
sources of funds (including
any fundraising)|Para 1.47||
|Investment policy and
objectives including any
social investment policy
adopted|Para 1.46||
|A description of the principal
risks facing the charity|Para 1.46||
|Other|||
## **Structure, Governance and Management**
|Description of charity’s
trusts:|||
|---|---|---|
|Type of governing document
(trust deed, royal charter)|Para 1.25||
|How is the charity
constituted?
(e.g unincorporated
association, CIO)|Para 1.25||
|Trustee selection methods
including details of any
constitutional provisions e.g.
election to post or name of
any person or body entitled
to appoint one or more
trustees|Para 1.25||
## **Additional information (optional)**
You may choose to include further statements where relevant about:
||||
|---|---|---|
|Policies and procedures
adopted for the induction
and training of trustees|Para 1.51||
|The charity’s organisational
structure and any wider
network with which the
charity works|Para 1.51||
|Relationship with any related
parties|Para 1.51||
|Other|||
## **Reference and Administrative details**
|Charity name|St Margaret’s|
|---|---|
|Other name the charity uses||
|Registered charity number|1130509|
|Charity’s principal address|2 St Margaret’s Road
Prestwich
Manchester
M25 2QB|
|||
## **Names of the charity trustees who manage the charity**
|1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year**|**Name of person (or body) entitled**
**to appoint trustee(if any)**|
|---|---|---|---|---|
||Margaret Anne
Orrell|||committee|
||David
McConville|Church Warden||committee|
||Laurel Avery|Church Warden||committee|
||Joan Evans|Secretary||committee|
||Carol Porter|||committee|
||Carol Pieroni|||committee|
||Dannica
Joksimovic-Zenko|||committee|
||Jacqui Jackson|||committee|
||Barbara Ann
Ashurst|||committee|
||Diane MaryHill|||committee|
||Rev Christine Mary
Hardy|Vocal Minister for St
Georges’s church||committee|
||Joan Knott|||committee|
||Gillian McConville|||committee|
||Christine Carol
Olive|||committee|
||Carol Hilary
Knaggs|||committee|
||Norman Erskine|||committee|
||Rev Stephen
Williams|Incumbent||committee|
||Rev Susan Ann
Walker|Vocal Minister for St
Margaret’s Church||committee|
||Rev Helen
Elizabeth Tyler|Curate||committee|
||||||
– Corporate trustees names of the directors at the date the report was approved
**Director name**
Name of trustees holding title to property belonging to the charity
**Trustee name Dates acted if not for whole year**
## **Funds held as custodian trustees on behalf of others**
Description of the assets held in this capacity
Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for safe custody and segregation of such assets from the charity’s own assets
## **Additional information (optional)**
## **Names and addresses of advisers (Optional information)**
|**Type of**|**Name**|**Address**|
|---|---|---|
|**adviser**|||
**Name of chief executive or names of senior staff members (Optional information)**
## **Exemptions from disclosure**
Reason for non-disclosure of key personnel details
## **Other optional information**
## **Declarations**
**The trustees declare that they have approved the trustees’ report above.**
**Signed on behalf of the charity’s trustees**
**Signature(s)** M A Orrell **Full name(s)** Margaret Anne Orrell **Position (eg Secretary,** Committee member **Chair, etc) Date** 16/10/2025
||**FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 DECEMBER**|**FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 DECEMBER**|**FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 DECEMBER**|**FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 DECEMBER**|**FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 DECEMBER**|**2**
**2024**|||
|---|---|---|---|---|---|---|---|---|
||**RECEIPTS AND PAYMENTS ACCOUNT**||||||||
|**RECEIPTS**||**NOTES **|**UNRESTRICTED**|**UNRESTRICTED**|**UNRESTICTED**|**DESIGNATED**|
**2024**|**2023**|
|||1|**FUNDS A**|**FUNDS B**|**FUNDS C**|**FUNDS**|**TOTAL**|**TOTAL**|
|_Voluntary Receipts_|||||||||
||||||||||
||Planned Giving||49571.81||||49,571.81|37079|
||Collec9ons at Services||1554.55||||1554.55|1725|
||All othergiving/vol receipts|2|31601.46||||31601.46|10358|
||GiD Aid recovered||0.00||||0|0|
||||**82727.82**||||**82727.82**|**49162 **|
||Ac9vi9es forgenera9ngfunds||5465.23||||5465.23|7411|
||Investment Income|3|**_-_**|719.17|-10170.01|2246.58|-7,204.26|10534|
||Church Ac9vi9es|4|30599.00||||30,599|18953|
||Funds for DigChurch||-||||-|5000|
||Trans from Unrestricted B|5|51527.93|-51527.93|||0.00||
||Trans from Unrestricted C|5|22000.00||||22,000.00||
||Insurance Proceeds||||||-|4625|
||||**109592.16**||||**50859.97**|**46523**|
||**TOTAL RECEIPTS**||**192319.98 **|**-50808.76**|**-10170.01**|**2246.58 **|**133,587.79**|**95685**|
|**PAYMENTS**|||||||||
||||||||||
|_Church_|||||||||
|_A_|Parish Share|6|42000.00||||42000.00|0|
||Clergyand StafngCosts||330.61||||330.61|49|
||Church RunningExpenses|7|111510.38||||111,510.38|51769|
||Church House Costs||7290.76||||7,290.76|15665|
||Mission and Dona9ons||557.00||||557.00|1187|
||LW Hall Loan|8||||||8900|
||To PeXyCash||1600.00||||1600.00|**77570**|
||||||||||
||**TOTAL PAYMENTS**||**163288.75**||||**163288.75**|**77570**|
||**RECEIPTS OVER PAYMENTS**||**29031.23 **|**-50808.76**|**-10170.01**|**2246.58**|**-29700.96**|**18115**|
||||||||||
||**BANK ACCOUNTS**||||||||
||**Brought forward 01.01.24**|9|12,179.41|68487.69|224335.98|42325.77|347328.85||
||**Carried forward 31.12.24**|10|41210.64|17678.93|214165.97|44572.35|317627.89||
||**INCREASE/DECREASE**||**29031.23 **|**-50808.76 **|**-10170.01**|**2246.58**|**-29700.96**||
||||||||||
|**Statement of assets and liabilities**|||||||||
||||**Unrestricted **|**Unrestricte**|**dUnrestrict**|**eDesignate**|**2024**|**2023**|
||||**Funds A**|**Funds B**|**Funds C**|**funds**|||
||**Cash funds**||||||||
||BankCurrent Account||41210.64||||41,210.64|12179|
||Bank Reserve Account|||17678.93|||17,678.93|68488|
||CBF Deposit(Churchyard)||||214165.97||214165.97|224336|
||CBF Deposit(Sedgwick)|||||44572.35|44,572.35|42326|
||Cash|10|93.20||||93.20|24|
||Adjustments|11|||||||
||||**41303.84 **|**17678.93**|**214165.97 **|**44572.35**|**317721.09**|**347353**|
1
Independent Independent examiner's examiner's[report] report on on the[the] accounts accounts
|Section A
Independent Examiner's Report
Section A
Independent Examiner’s Report|Section A
Independent Examiner's Report
Section A
Independent Examiner’s Report|
|---|---|
|Reportto the trustees
Report to the trustees|Charity Name
The Parochial Church Council of the Ecclesiastical Parish of St Margaret,
Charity
Name
oo
;
The Parochial Church Council ofthe Ecclesiastical Parish of St Margaret,|
||Holyrood, Prestwich
Holyrood, Prestwich|
|On accountsfor the year
ended
On accounts forthe year
ended|31/12/2024
Charity no
1130509
(if any)
| 31/12/2024
Charity no| 1130509
(if any)|
|Set out on pages|(remember to inciude the page numbers Of additional|
||Ireport to the trustees on my examination of the accounts of the above
| report to the trustees on my examination ofthe accounts ofthe above|
||charity ("the Trust") for the yearended
charity (“the Trust”) for the year ended
,|
|Responsibilitiesand
Responsibilities and|As the charity's trustees, you are responsible for the preparation of the
As the charity's trustees, you are responsible for the preparation ofthe|
|basis of report
basis of report|accounts in accordance with the requirements of the Charities Act 2011
accounts in accordance with the requirements ofthe Charities Act 2011|
||("theAct").
(“the Act”).|
||I report in respect of my examination of the Trust's accounts carried out
| report in respect ofmy examination of the Trust's accounts carried out|
||under section 145 of the 2011 Act and in carrying out my examination, I
under section 145 ofthe 2011 Act and in carrying out my examination,
||
||have followed all the applicableDirections given by the Charity Commission
have followed all the applicable Directions given by the Charity Commission|
||under section 145(5)(b) of the Act.
under section 145(5)(b) ofthe Act.|
|Independent
examiner's statement
Independent
examiner's statement|I have completed my examination.
I confirm that no material matters have
come to my attention in connection with the examination (otherthan that
| have completed my examination.
| confirm that no material matters have
come to my attention in connection with the examination (otherthan that|
||disclosed below *) which gives me cause to believe that in, any material
disclosed below *) which gives me cause to believe that in, any material|
||respect:
respect:|
||•
the accounting records were not kept in accordance with section 130
e
the accounting records were not kept in accordance with section 130|
||of the CharitiesAct; or
ofthe Charities Act; or|
||•
the accounts did not accord with the accounting records; or
e
the accounts did not accord with the accounting records; or|
||•
the accounts did not comply with the applicable requirements
e
the accounts did not comply with the applicable requirements|
||concerning the form and content of accounts set out in the Charities
concerning the form and content ofaccounts set out in the Charities|
||(Accounts and Reports) Regulations2008 other than any requirement
(Accounts and Reports) Regulations 2008 otherthan any requirement|
||that the accounts give a 'true and fair' view which is not a matter
that the accounts give a ‘true and fair’ view which is not a matter|
||considered as part of an independent examination.
considered as part of an independent examination.|
||I have no concerns and have come across no other matters in connection
| have no concerns and have come across no other matters in connection|
||with the examination to which attention should be drawn in this report in
with the examination to which attention should be drawn in this report in|
||order to enable a proper understanding of the accounts to be reached.
order to enable a proper understanding ofthe accounts to be reached.|
||* Please delete the words in the bracketsifthey do not apply.
* Please delete the words in the brackets ifthey do not apply.|
|Signed:
signed:|au 01. 201s
Date:
2)
afd
+)
_—oate: [A-OY-D025|
|Name:
Name:||ANGELA TZPIMS|
|Relevant professional
Relevant professional||
|qualification(s)or body
qualification(s) or body||
|(if any):
(if any):||
|Address:
Address:||5
iwGsvoooP
QD|
||Phestoress
HAncnéestad
H25 3AG|
|IER
IER|1
Oct 2018
1
Oct2018|
Section Section B B Disclosure Disclosure Only Only complete complete[if] if the[the] examiner examiner needs needs[to] to highlight[highlight] material material matters[matters][of] of concern concern (see (see CC32, CC32, Independent Independent examination examination of of charity charity accounts: accounts: directions directions and and guidance guidance[for] for examiners).[examiners).]
Give Give here here brief brief details details[of] of any any[items] items that[that][the] the examiner examiner wishes wishes to[to] disclose. disclose.
> 2 2 Oct Oct 2018 2018
IER IER