HOLY TRINITY CHURCH, FORMBY – ANNUAL REPORT - 2022
I. ADMINISTRATIVE INFORMATION
Postal address: Holy Trinity Church, Rosemary Lane, Formby, Liverpool L37 3HA. Email: formby.htc.office@btconnect.com | Website: www.holytrinityformby.com Official correspondence should be sent to the Church Office at the above address.
From the beginning of 2022, the following personnel have served as PCC members for the whole of the reporting period unless stated otherwise:
Vicar Reverend Mark Stanford Curate Reverend Julie Butcher (1[st] meeting Sep) Churchwardens Mrs Jan Outram Ms Jenny Hays Deanery Synod Representatives Mr John Paton (Reader) Mrs Val Skinner Other Members Mrs Vicky Sime (Reader) Mr Duncan Wylie (Reader) Mrs Vicky Higgins Mrs Margaret Paton Other Ministers Mr Brian Thorne (Reader) Ms Sylvia Beardsell (Reader) Ms Sue Raby (Reader) Mrs Ruth Woodward (Reader) Honorary Treasurer Mr Phil Crow Honorary PCC Secretary Mr Peter Hitchcock
Bankers Barclays Bank PLC, 265/267 Lord St, Southport PR8 1PD CAF Bank Ltd, 25, Kings Hill Ave, Kings Hill, West Malling, Kent. ME19 4JQ
Accountant Mr Phil Crow Independent Examiner Anthony Deegan (Sefton CVS)
Day-to-day management of the Church is exercised by the Vicar and the Churchwardens, who can be contacted via the Church Office: 01704 878913.
The Reverend Mark Stanford is Vicar of both Holy Trinity Church, Formby, and the Church of St Michael and All Angels, Altcar, which form a United Benefice. The Reverend Julie Butcher is Curate of Holy Trinity and St. Michael’s also, having joined the Benefice in June 2022.
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II. STRUCTURE, MANAGEMENT AND GOVERNANCE
A. General
Holy Trinity United Benefice incorporates Holy Trinity Church in Rosemary Lane and the Church of St. Michael and All Angels, Altcar. The former ‘plant’ church at Redgate ceased during all the lockdowns and has now been fully subsumed within the Holy Trinity structure including the conducting personnel and its congregation.
The Reverend Julie Butcher joined Holy Trinity as Curate following her Ordination on 26 June 2022 and has already contributed tremendously to the overall functioning of the church. She has been warmly welcomed and her ‘Priesting’ will take place on 10 Jun 2023 at Liverpool Cathedral. The 6 Readers listed in Part I, together with the 2 Churchwardens, form the Ministry Team.
Holy Trinity PCC is a body corporate and operates under the Parochial Church Council (Powers) Measure 1956. The PCC is registered with the Charity Commission, and all elected members of the PCC are registered as Trustees. Our Charity Number is 1131722.
The method of appointment of PCC members is set out in the Church Representation Rules. All church members are encouraged to register for the Electoral Roll and stand for election to the PCC. Elected PCC Members serve for a three-year term and one third are eligible to retire each year by rotation. The PCC is represented on the governing body of Trinity St Peter's Primary School and we aim to hold at least one meeting each year at the school.
The PCC operates with five committees and a number of officers and representatives as listed below (effective following the APCM of May 2022).
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Standing Committee Required by law to transact any business between PCC meetings
Vicar (Chair), two Churchwardens, Hon Treasurer, Hon Secretary, one
PCC representative
Fabric Committee (now Responsible for all buildings belonging to the Church
Incorp into Std Cttee) Vicar, two Churchwardens, Hon Treasurer
Finance Committee Responsible for budgets and control of finances
Vicar (Chair), Hon Treasurer, two Churchwardens, Ann Urmston (Parish
Giving Officer), one PCC representative
Parish Hall Committee Runs and maintains the Parish Hall
Accountable to Fabric Cttee Philip Eastwood (Chair), Ann Urmston (Treasurer)
Workshop Committee Runs and maintains the Workshop
Accountable to Fabric Maggie Flodman (Chair), Jan Outram (Treasurer), Alison Stennet
Committee
Churches Together Vicar, Helen Davies
Stewardship Officer Ann Urmston
Health & Safety Officers Vicky Sime, Jenny Hays supported by Jan Outram - Churchwarden
Safeguarding Officer Phil Eastwood
Cathedral Rep Nigel Jackson
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Minutes of each PCC meeting are available for inspection in the church office after they have been approved at the preceding meeting.
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B. Risk Assessment
The PCC ensures that health and safety legislation is complied with. Procedures are in place for recording accidents. Lists of first-aiders are kept at Rosemary Lane. All assets are insured; cover is reviewed annually and approved by the PCC. During the year, no accidents were recorded and there was no cause to employ any legal adviser on behalf of the PCC.
C. Safeguarding Our Safeguarding policy continues to be displayed in the Church and its implementation is overseen by the PCC. The safeguarding Officer is Mr. Philip Eastwood who is also the Children’s advocate. The PCC and officers continue to ensure that every person working with children and/or vulnerable adults has a current DBS check. The Policy is reviewed annually and was updated in Sep 2022; no incidents were brought to the attention of the relevant officers during the year.
D. Health & Safety
The Health & Safety Policy was reviewed during the Summer months by the newly appointed volunteer officer i/c Vicky Sime, who had accepted to take on the role at the request of the PCC. Vicky and her team examined the complete spectrum of the Policy and took action on several minor issues for completeness and transparency. None of these issues had had any impact on the effectiveness of the H&S procedures. Daily monitoring is automatically undertaken by the Churchwardens.
E. Serious Incidents
The PCC is unaware of any serious incident during the year which resulted or could have resulted in a significant loss of funds or a significant risk to the charity’s property, work, beneficiaries or reputation. The PCC minutes for the year stand as a record that no such serious incident has occurred.
III. OBJECTIVES AND ACTIVITIES
The Parochial Church Council (Powers) Measure 1956 states that the PCC ‘is to cooperate with the minister in promoting in the parish the whole mission of the Church, pastoral, evangelistic, social, and ecumenical’. When planning activities for the year, the PCC gives consideration to the Charity Commission’s guidance on public benefit and, in particular, the specific guidance to charities concerned with the advancement of religion.
Our vision is that we may be living proof of Jesus Christ and lead others to believe in Him, offering worship and a welcome with God’s love as central in the heart of Formby. We are a church wanting to draw out a living faith in people of all ages, working as partners to this aim with the other churches in Formby.
A major objective of Reverend Stanford was to revive service attendances to at least pre-pandemic levels and an initial target of 60% was set which was quickly surpassed. The Vicar’s determination to programme 3 Services at Holy Trinity each Sunday to accommodate all styles of worshippers, especially families, was warmly received and very successful with now an excellent regular 75% attendance level including several newcomers. Weekly Prayer Room gatherings with Sue Raby and regular YouTube worship continues courtesy of Sylvia Beardsell for those who prefer, but, all these programmes combine to provide the community with an efficient, effective and inclusive promulgation of prayer, worship and friendship. Further services are held each Sunday, too, at our sister church at St. Michael’s, Altcar, maintaining a genuine
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feeling of togetherness. The challenges, both technical and liturgical, posed by these mix of services and venues have been embraced enthusiastically, not just by the Clergy, but by a wide range of people from our congregations. Holy Trinity is blessed with a very technical skill-set of volunteers who are extremely enthusiastic to reach out to as many, often immobile, folk and worshippers as possible. The policy of the wearing of face masks relaxed mid-year but remains an option, obviously, for those who wish to continue the practice. Hand sanitisers are liberally available throughout all buildings.
Work objectives continue in the areas of The Child Friendly Church Award and EcoFriendly Church Award where we strive to attain the next award goal (silver for ecomatters). Strong focus continues on using less paper and economising sensibly when hard copies are essential. Newsletters go out to parishioners now on a monthly basis using the medium ‘MailChimp’. Community exchanges/interaction continue to be headline aims and successes in this field – such as the Tiddler/Toddler Group, Bible Study groups, the Workshop events including coffee mornings, are detailed below in Section IV.
Holy Trinity opens its doors as much as possible to other Societies in the interests of ‘togetherness’; such as, the scouts fund-raising event to attend an International Jamboree; Sefton Music Society events and also Formby Chorus Chorals – all events held in Holy Trinity. Other charitable activities such as the collection of clothing, etc., for local refugees, has re-started post pandemic and collections for a local Foodbank continue thanks to the brilliant efforts of Helen Davies, Alex and Gwyn Jones. We benefit from the work and enthusiasm of many volunteers who give their time and talents for those organisations and for general maintenance tasks. We are also a driver for Christian Aid and continue to be the major host for the British Legion Remembrance Parade and War Memorial Services.
A major task which loomed in the Autumn was to manage the “Energy” expenses due to the extortionate rise in fuel prices. The Treasurer’s report is at the Annex to this report but reflects a complete review also of the 2023 Budget in light of the huge price increases. Although outside the period of this report, it is relevant in that Phil Crow, as Treasurer, gave presentations to all parishioners in Jan 2023 to appraise everyone of the expected costs, where the money goes, and other challenges ahead. By so doing, it was hoped that people would be able to examine their abilities for increased donations to ease the budget strains.
With regard to Activities,, Vicky Sime (Reader) organised and ran an ‘Alpha’ Course from 20 Sep – 29 Nov 2022. She received outstanding support and achieved commendable attendance. The whole event was a success and extremely well received and her report is contained below in Section IV.
An initiative by Reverend Standford was to organise and host in the Vicarage garden 3 special outdoor services/lunches, each one aimed at a specific congregational group. The aim was to hold services and prayers and readings promoting free discussions as well as a sense of harmony and inclusion. The events included a b-bq and refreshments and Sam, (Mrs Standford), must be thanked for her very generous help and preparatory inputs on all occasions.
With the tragic passing of HM Queen Elizabeth II on 8 Sep 2022, the Church opened for prayer on the 9[th] and 10[th] Sep and also provided a Book of Condolence for people to sign. A 1-minute silence was held in HM’s memory on the Sunday 11[th] service and
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a special Commemorative Parade and Service was arranged for Sunday, 18[th] Sep attended by the Scout and Guide groups, once again offering the opportunity for congregations to sign the Book of Condolence.
Sam Standford organised 2 ‘Sweet Friday’ events for the Ladies in Oct and Dec, the purpose to come together for friendship and discuss issues over tea, cake and coffee. Local historians gave talks also and Dympna Edwards talked about the hosting of a Ukranian family. The Vicar created a similar atmosphere in a ‘sit-down’ coffee service and Holy Communion, giving people the opportunity to speak out on experiences which have impacted on their lives in recent months. Further similar gatherings are planned for next year.
IV. ACHIEVEMENTS AND PERFORMANCE
A. Number on the Electoral Roll and Sunday Attendance
i. Electoral Roll
The number on the electoral roll as at the APCM in 2022 was 179 (180 in 2021).
ii. Sunday Attendance
Some Sunday Service times changed. The 10a.m. was Morning Worship but is now the Family Service and the 1115a.m is now the Morning Worship. The average service attendance was as follows:
8.30am Holy Communion - 28 adults + 2 children (26 adults in 2021) 10.00am Family Worship – 17 adults + 5 children (18 + 8 in 2021) 11.15am Morning Worship - 34 adults (30 in 2021)
B. Pastoral Care and Service to our Community
Below are reports on some of the activities through which we exercise our mission in the church and in our local community.
Alpha Course 2022
In April 2022 Mark and I had a discussion about running an Alpha course in September. As the Alpha course had such a great impact on my own faith journey, I was keen to have a go at running one and I really wanted us to offer a meal to begin each session. We decided to run the course on Tuesdays from 20[th] September until 29[th] November with a Saturday at the beginning of November for Holy Spirit Day.
I signed up for the course online and with funds provided by the Diocese we purchased publicity material, invitations and a banner.
In the summer I created a display in the foyer to encourage people to attend or invite others. I also asked for volunteers to help with catering, serving, washing up, testimonies and most importantly prayer. I was thrilled to have over 20 volunteers sign up. An email group was set up to keep everyone informed which worked really
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well. After an initial meeting with the Mark, Julie and the volunteers, a schedule of helpers was drawn up.
In the weeks leading up to 20[th] September the ministry team mentioned the course each Sunday and at every other opportunity it was publicised. The banner was hung outside the workshop and posters put up. I visited Toddler Tiddlers to see if any of the parents fancied coming along. Although the sign up was slow to begin with, we were delighted that 8 turned up on the night. We had a mixture of existing church goers and a couple of non-church people. On the second week we had another person join us. Most people attended the whole of the course and the general feedback was very positive.
The format of the evening was food, testimony of a church member (during dessert), film and then discussion, finishing promptly at 9pm. I was really pleased that every member of the ministry team came and gave their testimony plus others did too. It was fascinating to hear their stories and I know that our course attendees found it helpful and enjoyable. The food was very well received and everyone really got to know each other during the mealtimes. I can’t thank the volunteers enough for all their hard work, support and delicious food. I had no idea that Holy Trinity had such good cooks. What a brilliant team!
The Alpha films were very accessible and the questions posed were good. Obviously, it took a few weeks before everyone really settled and felt confident to talk openly but we soon had some great conversations and some tough questions.
The Holy Spirit Day went very well. Not everyone came, but those who did engaged with it and we were pleased that nearly everyone stayed for prayer at the end. At the end of the course, we encouraged everyone to come to the Christmas services and to join us as a church studying the Jesus 100 book. (Several of these were given to the course attendees.)
I have since set up a bible study group with Sylvia which meets every month in the prayer room. It is a small group but I hope that others will join in time. We are using Jesus 100 bible studies provided by Neil Short and these are a great way to discover more about Jesus wherever you are on your journey.
In conclusion, I think that the course was well received. Many questions were asked and answered, friendships were made and faith strengthened. It’s still to be seen whether our non-church goers will join us, but I hope that seeds have been sewn and that God will find a way to grow them. I also think that the course was a great success for our church, it brought together so many different people and there was a real sense of fellowship and working together for Christ. I loved it. Vicky Sime
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Bible Study Groups
Bible study at Bill and Elisabeth Douglas’ home on Tuesday afternoon
This small group of people have continued to meet fortnightly, studying the Gospel of Luke during this year with just the summer and Christmas breaking the pattern of meeting. It is also a supportive group, with deep friendships, committed to praying for one another. We gained a new member towards the end of the year, which is encouraging. We would heartedly welcome anyone who would like to join us. Our thanks go out to Bill and Elisabeth for their hospitality.
- Bible study on Sunday Evenings approx 3 weekly
This is a group of 6 mainly working-age people who meet together for Bible study, prayer and spiritual encouragement and support. We have been using Pete Greig’s book, ‘How to hear God’, to enhance our studies with its use of the Emmaus road appearance of Jesus to Cleopas and his companion as the focal point. We meet in a member’s home, depending on whose house is available. There will be a warm welcome for anyone who wants to join us.
On Line Reflections
Each morning, except Sundays, a member of Holy Trinity, video records a reflection on the Reading for the day, mostly from the Lectionary, but at the end of the year, the book Jesus 100 by Robin Gamble was used as a resource. The Reflections are uploaded to the Holy Trinity You Tube account for public viewing, accessible through the website, with a reasonably good take up. This resource is aimed at the house bound members of the Church, but is also appreciated by many others who are also able to attend Church. The aim is to give a daily focus for prayer and thought, in addition to the person’s own prayers and Bible reading. It would be difficult to say how many strangers also view these recordings. There is always room for other people to volunteer to take their turn at recording these reflections, if they contact Sylvia 07872 314103
Holy Communion to the House bound.
Each month, Readers take it in turns to take Holy Communion to those who are house bound, ill or isolating, and who have requested this. The co-ordinator for this service is Ruth Woodward. Requests are usually processed through the Vicar or the Church Office.
Thursday evening weekly prayer meeting
Each Thursday evening, from 7pm -8pm, a group of people meet for prayer, during the warmer weather, in the Prayer Room, in winter months in one of their homes. This is an open meeting and we would like to encourage anyone to simply turn up. Or if preferred, ring Sylvia 07872 314103, and an invite will be given, and a lift if needed. At present, we have 7 regular attendees, sometimes 8, but would be delighted to welcome more. The style of prayer varies, as people bring written prayers they have discovered, or might simply ask for prayer for people they know need help. (Food pantry, homelessness etc). Or, something from the news, such as
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Ukraine, Turkey and the like. There is no obligation to lead the prayers, or even to speak aloud.
Videoing Services Weekly
Each week, one of the Services from Holy Trinity, is videoed, edited and uploaded to YouTube (accessed through the Holy Trinity website) for viewing on the following Sunday morning, 10.45 and available afterwards. For special events, such as Christmas, these are uploaded as soon as possible.
These on line Services are appreciated by the house bound and those isolating, as well as some who join in with them, even if they are able to attend Church.
If anyone willing to learn how to use a video camera, and would like to offer their help, I would be very grateful, especially during holiday periods. Ring Sylvia 07872 314103. Sylvia Beardsell
Little Tiddler / Toddler Group: Thankfully, we have been able to get things back to normal after the pandemic. We have been welcoming around 35-50 children and their parents each week who have all seemed to have enjoyed their time with us. Caroline Collins, Deanery Family Worker, has again performed her craft sessions with the children. We celebrated the late Queen’s Diamond Jubilee Anniversary with a little party with gifts for the children. We held a Christmas party for 57 children, attended by Santa, who gave each child a present. Our Christmas Eve service was held in the Church. Thanks are due to Caroline Collins and Maggie Flodman. We also had a mini party in September to celebrate Barbara and Joyce’s 20 years of running the Toddler group.
Barbara Smith and Joyce O’Connell
Mothers’ Union Thankfully, we were able to hold a full programme of events during 2022. Elizabeth Douglas resigned as Branch Leader and Val Skinner, Heather Sissons and Alex Jones resigned from the Committee. Joan Barton rejoined the Committee. We had interesting speakers during the year and our usual ‘strawberries and bubbly’ afternoon was held in June, and a coffee morning in the Workshop. We celebrated Christmas with a Bring and Share lunch. Joyce O’Connel
Pizza Eaters Our young people continue to meet together in the Church foyer each month for a time of consolidating friendship, learning more about their faith, fun and food. They are encouraged to be more involved in the Services by being in charge of the sound desk as, because they are teenagers, they understand it better than most adults. At some of the major Services they have taken part and had responsibility for dramatizing the Reading etc. They did this at Easter and Christmas with most of them acting in the playlets. They have been responsible for decorating a Harvest window and putting up and decorating 2 of the big Christmas trees, participating in the Wreathing Service, and also the creation of Christingles. Each month we follow the church calendar for our discussions and teaching, encouraging questions and opinions, (or if a specific theme is suggested by the members, this is included). Each session concludes with everyone sharing their requests for prayer.
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We have about 12 members in the group, most of them from Church families, but also have 2 friends of one member, who attend regularly. This is very encouraging, as this means the young person has already emulated St Andrew by bringing these 2 friends to Jesus. We welcome young people from schoolyear 6 and upwards, whether church based or not, and would like to invite parents and grandparents to contact us, to have their young people included. (Sylvia 07872 314103) We have 4 leaders (with DBS) who are very dedicated to our young people, and a passion for strengthening their faith, and including them into Church leadership and responsibility.
May I take this opportunity to thank Vicky, Mike and Sam for their enthusiasm and faithfulness to the Pizza Eaters, for without them, we wouldn’t be able to meet.
Sylvia Beardsell
Holy Trinity Guides and Brownies We have done Influence Stage 2 and Camp Stage 2 plus Aviation and Charities badge. We have 8 Brownies who have achieved Bronze Award. Fire safety, promise plates, glow stick men and ducks in bed confectionery for Easter. At the end of November, Holy Trinity Guides went away for a weekend to sleep in a barn and the theme was Christmas. The Guides have also worked towards their confectionary badge and ‘express myself’ theme badge. We have been making crafts for Easter and Mothers Day and helping at the church parade services. We are planning some outdoor activities for next term. We completed our bronze award. Helen Gillon
Holy Trinity (4[th] Formby) Scouts The last year has seen that the Group has bounced back after COVID, albeit in fits and starts as the rule’s changed. The overall numbers of Young People in the Group have risen, now with a total of 55 across all four sections. We aren’t back to pre-COVID numbers, but we are getting there, and we have a small waiting list for spaces in Beavers. Our Leader numbers have stabilised although currently they have concentrated into the Scout section due to the movement of children through the sections, having been predominantly Leader heavy in Cubs previously. We have two new 18-year-old’s who were both young members in the Group, agreeing to remain and take on the Leaders mantle. Vikingar Explorer Scouts, one of the two Formby Explorer Units, still maintain strong links with 4[th] Formby. We currently have 5 Young Leaders from Vikingar helping across all three 4[th] Formby sections. You may have noticed them helping at coffee mornings and joining the Church Parades, the older Scouts with a Blue and Green Neckerchief.
All three Group sections have fully returned to weekly sessions and attended a couple of larger District events. Our Scouts fared quite well in the Great Escape competition, the Teams placing 5[th] and 11[th] out of 75 teams, with only 5 points separating the two. The Beavers attended Go Wild, an activity Day and the Cubs, the Wing Ding two day Activity Camp at Tawd Vale.
As reported last year, the Group were awarded a grant from the Youth Investment Fund for a replacement Minibus. As I’m sure many of you will have noticed in the carpark, our new Minibus arrived during the summer. I was quite surprised just how difficult sourcing a suitable bus proved to be, an odd impact of COVID apparently.
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The bus has been used by us and several other Groups around the District and so far and has proved quite popular with those that have used it. Hopefully some return custom Quite a departure from the last one… and light years away from the old ambulance from Steve Griffiths Scout days The Group’s Christmas Post was a success, albeit still a bit down on pre COVID years. We also ran a fund-raising Tombola stall at the Christmas Light switch on, which proved quite successful but very, very, very wet! John Carr
Fell Walking Club We started our walking year in Llandudno. This was a new venue for us. It proved to be fairly popular. It was a promising start to the season. The weather was kind to us although there was a bracing breeze from the sea. April saw us in Kirkby Lonsdale, another new venue. It had proved difficult to find suitable walks and the coach had to be parked outside the town. The turnout for Hebden Bridge was down but we had a sunny day and one or two unusual sightings! In June we were off to Keswick where rain threatened but never actually appeared. However we had a long journey home, over five hours, because of roadworks on the M6! Bakewell beckoned in July but it was the lowest number on the coach. August found us exploring Settle on a warm sunny day. Unfortunately, the coach was in the full sun and a swelling appeared on the front tyre. We had to await a replacement who took us down the A59 where another Ogden’s coach had come to pick us up, driven by Mr Ogden himself. September was rather dull in Elterwater but as we made our way back to the coach it brightened up. We had a lovely sunny day in October for our visit to Church Stretton. Finally, to Arnside with an almost full coach and Glorious Sunset. There was a slight deficit on the costs but some wonderful memories.
For our annual meal we repeated the formula from last year and had local walks without the rain and a meal in the Parish Hall catered once again by Martin which all who attended appreciated and enjoyed.
The membership is now around 77 with 72 full members and 5 associates. At the AGM in February 2023 I stood down from the Chairmanship and passed on the batten to Pat Guy who knows more about walking than I even could. The future is looking bright as coach numbers are consistently higher. The great outdoors beckons check out the website www.htfellwalking.blogspot.com Jennifer Mathias
Parish Breakfast On the first Sunday in April 1964, an important innovation took place. A cooked breakfast was prepared and served in the Parish Hall by a team of men, for the congregation after the 0845 service, as it was then. Initially done on a trial basis, the 2[nd] April 2023 will see the 59[th] anniversary of this great time of fellowship, still available to all who wish to partake. Following the fallout from the pandemic, 2022 witnessed a ‘full house’ of 12 monthly gatherings on the 1[st] Sunday of each month. Ian Jones led 3 volunteer teams of 4 each time and was a keen stalwart at the cooking and he has carefully tutored 2 other volunteers in this role. In the year, the teams served about 225 meals (plus volunteer staff), an average of 20 per event. In Dec 22, Ian announced his retirement after 59 years of involvement and a special “Thank You” was led by the Vicar after the Dec breakfast. Tremendous thanks are due to Ian for his dedication and meticulous attention to detail for what is half a life-time!! Some more team retirements are expected leading more volunteers would be most welcome, so come and join the rota and you will
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have an enjoyable and rewarding time. In addition to the preparatory volunteers, small teams of ladies help each month also with the clearing and washing up. The whole event is an excellent fellowship occasion with time to chat in convivial surroundings and company. ALL are invited and would be most welcome: 0915 -30 on the 1[st] Sunday of each month to suit particularly the 0830 and 1000 hr service congregations. Ian Jones’ last report with additions by Peter Hitchcock
The Workshop During the year, we have continued to provide a warm, safe and pleasant regular meeting place for our uniformed organisations for whom the building was originally constructed. We continue to hire out the hall and kitchen to local groups in the wider community. Our regular weekly hirers are Judo, U3A, Pilates, Conquest Art, Zest for life and MS support.
From Holy Trinity we have our uniformed Brownies, Guides, Beavers, Cubs, Scouts and Rangers and, twice monthly, WOW (our knit and natter group). We have managed to host our biggest outreach into the community with our Saturday Coffee Morning on each Saturday of the year. Our aim is to provide an 'allare-welcome' comfortable meeting place with refreshments etc for our community.
We encourage organisations from outside the church to share the weekly rota and have regular bookings from Formby Squirrels, Inner Wheel, The Walton Centre. From our church community, St Michael’s, Scouts and Mothers Union have also organised their own Saturday Coffee Mornings. We support the PCC when we have sufficient funds. In December, we transferred £1,000. We are extremely grateful for the small loyal band of volunteers who help support us. We would welcome with open arms anyone else who would like to join the team.
At the time of writing this report we are so saddened to hear of the passing of Ann Jones, one of our founder members of the Workshop Team. We all started together in 2001 when we all started to raise funds to redesign and create the new look Workshop for the whole community of Formby. Ann was a friend and colleague of , many people who regularly come into the Workshop. She served hundreds, maybe thousands of cups of tea, made hundreds, maybe thousands of cakes and welcomed hundreds, maybe thousands of people to The Workshop. After retiring from those years of hard work at the end of 2021, she became one of our regular customers. She will be sadly missed by us all. Maggie Flodman
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Parish Hall The Parish Hall has had another successful year during 2022. Following the lockdowns in 2020 and 2021 due to COVID, the Hall has now returned to ‘normal’ service with all our regular users and organisations returning to their usual meeting schedules. As we have come out of Covid restrictions, we have also attracted some new organisations who have relocated or new groups that have started up such as a U3A line dancing group or an ever popular Tai Chi group. The Hall is now used practically constantly throughout the week by a wide range of different groups and is truly a part of the local community of Formby as well as the church. Karate, Formby Choral Society, Formby artists, Scottish dancing, several line dancing groups and fitness classes are among some of the regular weekly bookings together with the popular monthly markets and many one-off bookings for parties or social events.
As usual the Hall has been the centre of the churches social activities and outreach. Monday mornings see Mums and Toddlers meet and the monthly Parish Breakfasts are as popular as ever. During 2022 it has also been lovely to welcome some new social groups including a new ladies evening hosted by Sam.
Throughout 2022 we have continued to maintain and refurbish the Hall so as to keep the overall fabric of the building, which is now over 100 years old, in good order. Our largest challenge continues to be the ageing heating system which continues to keep us busy and presently continues to work although it is extremely inefficient and very expensive to run! We hope we will be able to keep the existing system working for a while longer with some TLC but is something that will need to be looked at in the near future and the replacement of the parish heating system is not going to be a quick fix.
In summary, during 2022 the Parish hall continued to be a well-used and valued asset for both community and church use and we are sure that the building will continue to be at the centre of Formby and church life during 2023. Philip Eastwood
V. CHURCHWARDENS’ REPORT INCLUDING FABRIC
The Church Wardens have had a busy and demanding year partly due to not having any Deputy Church Wardens. Thank you to all who have assisted us throughout the year.
There have been no major repairs necessary to the fabric.
A list of maintenance jobs was displayed in church that included the painting of all outside doors, both inside and out of the Church, Parish Hall, Workshop and railings around Church and weeding of the carpark. Thank you to all who gave up their time to carry out this valuable work.
The radiator in the Ladies toilet was not connected from the refurbishment in 2014! The work has now been done. A thorough electrical check, commenced in September 22 has been carried out as the 5-year check requirement for Ecclesiastical Insurance. A report will be issued outlining remedial work requirements. Once these works have been completed, certificates will be issued.
The Health & Safety Officer supported by Church Wardens has been reviewing existing risk assessments and writing new ones where applicable; see Sect. II, para D. No health and safety issues were found.
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VI. FINANCIAL REVIEW
The accounts for 2022 and the report of the Independent Examiner are set out in the enclosed Annex.
VII. VICAR’S REPORT
2022 will be remembered not only for the Queen’s Diamond Jubilee celebrations but also for the sadness of her death. Both events were marked by whole church gatherings that were fitting for the occasion. The planting of the rhododendrons and Christmas trees will grow to form a “Queen’s Walk” that will be a long-time reminder of our thanks to God for the Queen Elizabeth’s faithful service and Christian example.
Too, the year saw us being joined by the Rev Julie Butcher, following her ordination as deacon. Julie has settled quickly, becoming a valued and inciteful colleague who is bringing a prayerful teaching and preaching ministry to add to our ministry team, as well as a great sense of fun. We very much look forward to celebrating her ordination to the priesthood shortly.
The wardens, Jan and Jenny, with the assistance of Vicky Sime undertook a complete Health and Safety review of the site and reported to the PCC, this was a big piece of work and I’m grateful for their diligence in seeing this through. The wardens have regularly met with their opposite numbers, Dave and Liz, from St Michael and All Angels and we continue to work at of making our united benefice a reality in practice. Phil continues to carefully steward our finances and I’m thankful for the eyes of faith and prudence which he brings to the role. Peter organised a volunteer summer works programme with the aid of a very willing team all the tasks were completed (although there are now more to be done).
Regular Sunday attendance has not fully recovered from pre covid levels however, we have seen several new people join our congregations. Giving has fallen commensurately but we have been able to plan for a balanced budget following a significant reduction in the amount of parish share we are paying. As I said last year this has only come about because of the generosity of other churches in the deanery who recognised the disproportionate amount that Holy Trinity had been contributing to the cost of mission and ministry. We are not alone in facing these challenges, as The Liverpool Diocesan website reports:
Church attendance has been in decline and we are reaching a crucial point in the Diocese – we need to increase our capacity to invest in our mission. This decline has meant that over time, more has been expected of fewer people. We know this must change – we need to work together to share the load if we are to be Fit for Mission. We also need to explore how we look after our buildings, which need significant investment. It often falls to volunteers to meet the demands around maintenance. The way we manage them needs a new approach. The Covid pandemic has created a unique set of
13
HOLY TRINITY CHURCH, FORMBY – ANNUAL REPORT - 2022
circumstances for change and gives us a renewed opportunity to adapt and re-establish our parishes at the centre of communities.
So, challenged by the Archdeacon’s review in November 2021, Liverpool Diocese’s “Fit for Mission” (FFM) has shaped the strategic thinking of the PCC in 2022. FFM has four core principals, with a commitment and calling to:
-
introduce more people to Jesus,
-
deepen discipleship,
-
develop our Christian leaders of the future
-
and work for justice,
As Bishop Paul stated , “It is vital that we address the key challenges that we have been facing as a church for some time.” Whilst Sefton North Deanery, of which we are a part, has been slated to be part of the third phase, to be implemented in 2025/6, in response to the four principals of FFM, Holy Trinity in 2022:
-
successfully ran the Alpha Course last Autumn, my thanks to Vicky Sime and her team for facilitating this;
-
embed the Diocesan Rule of Life into our liturgical life, recognising that we are all called to pray, read and learn, and sent to tell serve and give; we began the Jesus 100 programme in Advent and estimate that around 100 people across the benefice are engaging daily with the material which will last until Ascension 2023,
-
encouraged five individuals who signed up for the Liverpool Diocese “Directions Course” which began in January of this year;
-
we have joined a the Deanery Leaning Community, an exercise mapping the numerous projects that are engaged in community transformation across our deanery (e.g. Food Pantry, “Cuppa and Chat”, “Tiddler Toddlers” and Sweet Friday) with the aim of identifying gaps in provision; we also continue to work at our Eco Church award to maintain and improve upon our present bronze status.
A look back over a year inevitably brings sadness as we remember those who we have lost from our congregation, but too, a deep sense of thanksgiving for the myriad of people who faithfully work in the background to make Holy Trinity the place that it is: a church where everyone is invited, included and important.
14
Parochial Church Council of Holy Trinity, Formby. Financial Statements For the year to 31[st] December 2022
Statement of Financial Activities
| Prior | ||||||||
|---|---|---|---|---|---|---|---|---|
| **Note ** | Unrestricted | Designated | Restricted |
Endowment | Total | year | ||
| funds | funds | funds | funds | funds | total | |||
| funds | ||||||||
| Income and endowments from: | ||||||||
| Donations and legacies | 2(a) | 114,431 | 2,580 | - | - | 117,011 | 129,710 | |
| Income from charitable activities | 2(b) | 3,081 | 38,314 | 3,250 | - | 44,645 | 20,196 | |
| Other trading activities | 2(c) | 18,768 | 10,542 | - | - | 29,310 | 22,696 | |
| Investments | 2(d) | 137 | - | - | - | 137 | 68 | |
| Other income | 2(e) | 3,450 | - | - | - | 3,450 | 3,400 | |
| Total income | 139,867 | 51,436 | 3,250 | **- ** | 194,553 | 176,070 | ||
| Expenditure on: | ||||||||
| Raising funds | - | - | - | - | - | - | ||
| Expenditure on charitable activities 3(a) | 152,948 | 29,321 | 3,230 | - | 185,498 | 175,516 | ||
| Other expenditure | 3(b) | - | - | - | - | - | - | |
| Total expenditure | 152,948 | 29,321 | 3,230 | **- ** | 185,498 | 175,516 | ||
| Net income / (expenditure) resources before transfer |
(13,080) | 22,115 | 20 | - | 9,055 | 554 | ||
| Transfers | 6 | |||||||
| Gross transfers between funds - in | 2,378 | - | - | - | 2,378 | - | ||
| Gross transfers between funds - out | - | (2,378) | - | - | (2,378) | - | ||
| Other recognised gains / losses | ||||||||
| Gains/losses on investment assets | - | - | - | (311) | (311) | - | ||
| Gains on revaluation, fixed assets, | - | - | - | - | - | - | ||
| charity's own use | ||||||||
| Net movement in funds | 11 | (10,702) | 19,737 | 20 | (311) | 8,744 | 554 | |
| Reconciliation of funds | ||||||||
| Total funds brought forward | 824,509 | 44,474 | 11,385 | **2,762 ** | 883,130 | 882,576 | ||
| Total funds carried forward | 813,807 | 64,211 | 11,405 | **2,451 ** | 891,874 | 883,130 |
Page 1
Parochial Church Council of Holy Trinity, Formby. Financial Statements For the year to 31[st] December 2022
Balance Sheet
| Note | As at 31/12/2022 As at 31/12/2021 |
|---|---|
| Fixed assets Tangible Assets 7(a) Current assets Debtors 8 Investments 7(b) Cash At Bank And In Hand Liabilities Creditors: Amounts Falling Due In One Year 9 Net current assets less current liabilities Total assets less current liabilities Liabilities Total net assets less liabilities Represented by Unrestricted 10 Unrestricted - General Funds Designated 10 Designated - Book Of Remembrance Designated - Breakfast Designated - Church Lounge Designated - Cuppa & Chat Designated - Curate House Designated - Flowers Designated - Holiday Club Designated - Little Tiddlers Designated - Organ |
824,098 824,098 |
| 824,098 824,098 8,320 7,938 2,451 2,762 64,868 59,142 |
|
| 75,638 69,842 7,862 10,810 |
|
| 7,862 10,810 67,776 59,032 |
|
| 891,874 883,130 - - |
|
| 891,874 883,130 813,807 824,509 2,546 2,476 56 180 391 391 125 137 30,751 25,123 68 - 227 227 1,148 1,347 2 - |
Page 2
Parochial Church Council of Holy Trinity, Formby. Financial Statements For the year to 31[st] December 2022
| Note | As at 31/12/2022 As at 31/12/2021 |
|---|---|
| Designated - Parish Hall Designated - Redgate Designated - Vision Designated - Workshop Restricted 10 Restricted - Legacy Youth Fund Restricted - PCC Fees Restricted - Youth Endowment 10 Endowment - Rainford Fund Endowment - Repair Fund Fund Totals |
22,922 10,013 39 682 1,499 1,499 4,437 2,399 2,000 2,000 20 - 9,385 9,385 2,335 2,646 116 116 |
| 891,874 883,130 |
Approved by the Parochial Church Council and signed on its behalf by
P.M.Crow
PCC Treasurer.
Date: 17[th] April 2023.
Page 3
Parochial Church Council of Holy Trinity, Formby. Financial Statements For the year to 31[st] December 2022
Notes to the Financial Statements
1. ACCOUNTING POLICIES
The financial statements have been prepared under the historical cost convention with items recognised at cost or transaction value, and with the Statement of Recommended Practice: Accounting and Reporting by Charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS102) issued on 16th July 2014, and with the Charities Act 2011 and the Church Accounting Regulations 2006.
Recognition of income
These are included in the Statement of Financial Activities (SoFA) when: The charity becomes entitled to the resources; it is more likely than not that the trustees will receive the resources; and the monetary value can be measured with sufficient reliability.
Offsetting
There has been no offsetting of assets and liabilities, or income and expenses, unless required or permitted by the FRS 102 SORP or FRS 102.
Grants and donations
Grants and donations are only included in the SoFA when the general income recognition criteria are met (5.10 to 5.12 FRS102 SORP).
Legacies Legacies are included in the SOFA when receipt is probable, that is, when there has been grant of probate, the executors have established that there are sufficient assets in the estate and any conditions attached to the legacy are either within the control of the charity or have been met.
Tax reclaims on donations and gifts
Gift Aid receivable is included in income when there is a valid declaration from the donor. Any Gift Aid amount recovered on a donation is considered to be part of that gift and is treated as an addition to the same fund as the initial donation unless the donor or the terms of the appeal have specified otherwise.
Volunteer help
The value of any voluntary help received is not included in the accounts but is described in the trustees’ annual report.
Income from interest, royalties and dividends
This is included in the accounts when receipt is probable and the amount receivable can be measured reliably.
Liability recognition Liabilities are recognised where it is more likely than not that there is a legal or constructive obligation committing the charity to pay out resources and the amount of the obligation can be measured with reasonable certainty.
Creditors
The charity has creditors which are measured at settlement amounts less any trade discounts
Tangible fixed assets for use These are valued at cost. by charity Investments Fixed asset investments are valued at initially at cost and subsequently at fair value (their market value) at the year end. Debtors Debtors are measured at the cash or other consideration expected to be received.
Fixed asset investments are valued at initially at cost and subsequently at fair value (their market value) at the year end.
Page 4
Parochial Church Council of Holy Trinity, Formby. Financial Statements For the year to 31[st] December 2022
2. Income & Endowments
| Total | Total | ||||||
|---|---|---|---|---|---|---|---|
| **Note ** | **Unrestricted ** | **Designated ** | **Restricted ** | Endowment | This | Last | |
| year | year | ||||||
| INCOME AND ENDOWMENTS FROM: | |||||||
| Donations and legacies 2(a) | |||||||
| 0101 - Planned Giving - Parish Giving Scheme - Donations |
54,547 | - | - | - | 54,547 | 59,214 | |
| 0102 | - Planned Giving - Standing Orders | 19,472 | - | - | - | 19,472 | 24,706 |
| 0110 | - Planned Giving - Envelopes | 1,828 | - | - | - | 1,828 | 2,570 |
| 0204 | - Just Giving | 1,169 | - | - | - | 1,169 | 3,504 |
| 0205 | - Collections - SumUp | 1,093 | - | - | - | 1,093 | 665 |
| 0301 | - Collections - Open Plate | 4,875 | - | - | - | 4,875 | 2,567 |
| 0550 | - Donations appeals etc | 1,839 | 2,480 | - | - | 4,319 | 5,702 |
| 0551 | - Donations from PH, WS or Clubs | 4,545 | 100 | - | - | 4,645 | 259 |
| 0601 | - Tax recoverable on Gift Aid | 6,112 | - | - | - | 6,112 | 7,833 |
| 0602 - Tax Recoverable - Parish Giving Scheme |
11,705 | - | - | - | 11,705 | 12,690 | |
| 0701 | - Legacies | 6,000 | - | - | - | 6,000 | 10,000 |
| 0901 | - Other funds generated | 1,246 | - | - | - | 1,246 | - |
| Donations and legacies Totals | 114,431 | 2,580 | - | **- ** | **117,011 ** | 129,710 | |
| Income from charitable activities 2(b) | |||||||
| 1101 etc |
- PCC Fees for weddings funerals | 3,081 | 40 | - | - | 3,121 | 3,770 |
| 1102 | - PCC Fees allocated to LDBF | - | - | 3,250 | - | 3,250 | 2,861 |
| 1230 | - Parish Hall - Income | - | 27,606 | - | - | 27,606 | 10,035 |
| 1232 | - Workshop - Income | - | 7,166 | - | - | 7,166 | 2,779 |
| 1234 | - Breakfast - Income | - | 405 | - | - | 405 | 97 |
| 1235 | - Little Tiddlers - Income | - | 1,070 | - | - | 1,070 | 583 |
| 1236 | - Cuppa & chat - Income | - | 632 | - | - | 632 | 71 |
| 1237 | - Flower Fund - Income | - | 1,365 | - | - | 1,365 | - |
| 1239 | - Book of Remembrance - Income | - | 30 | - | - | 30 | - |
| Income from charitable activities Totals |
3,081 | 38,314 | 3,250 | - | 44,645 | 20,196 |
Page 5
Parochial Church Council of Holy Trinity, Formby. Financial Statements For the year to 31[st] December 2022
2. Income & Endowments
continued
| continued | |||||||
|---|---|---|---|---|---|---|---|
| Other trading activities | 2(c) | Total | |||||
| **Note ** | **Unrestricted ** | **Designated ** | **Restricted ** | Endowment | This | Last | |
| year | year | ||||||
| 1030 - Sports Club | 6,201 | - | - | - | 6,201 | 5,931 | |
| 1031 - Curate's House - Income | - | 10,332 | - | - | 10,332 | 8,903 | |
| 1222 - Non-charitable trading | 9,637 | 210 | - | - | 9,847 | 7,358 | |
| 1231 - Church Hire | 2,930 | - | - | - | 2,930 | 445 | |
| 1260 - Parish magazine sales | - | - | - | - | - | 59 | |
| Other trading activities | Totals | 18,768 | 10,542 | - | - | 29,310 | 22,696 |
| Investments | 2(d) | ||||||
| 1001 - Dividends | 69 | - | - | - | 69 | 67 | |
| 1020 - Bank and building society | interest | 68 | - | - | - | 68 | 1 |
| Investments | Totals | 137 | - | - | - | 137 | 68 |
| Other income | 2(e) | ||||||
| 0801 - Recurring grants | - | - | - | - | - | 3,400 | |
| 08A1 - Non-recurring one-off grants | 3,450 | - | - | - | 3,450 | - | |
| Other income | Totals | 3,450 | - | - | - | 3,450 | 3,400 |
| Income and endowments Grand totals |
139,867 |
51,436 | 3,250 | **- ** | **194,553 ** | 176,070 |
Page 6
Parochial Church Council of Holy Trinity, Formby. Financial Statements For the year to 31[st] December 2022
3. Expenditure
| 3. Expenditure | Total | |||||
| **Unrestricted ** | **Designated ** | **Restricted ** | Endowment | This | Last | |
| EXPENDITURE ON: Note | year | year | ||||
| Expenditure on charitable activities 3(a) | ||||||
| 1702 - LDBF costs | 100 | - | 3,230 | - | 3,330 | 2,861 |
| 1830 - Giving - relief and development agencies |
1,066 | - | - | - | 1,066 | - |
| 1850 - Home mission | 183 | - | - | - | 183 | - |
| 1870 - Secular charities | 1,853 | - | - | - | 953 | - |
| 1910 - Parish Share | 107,425 | - | - | - | 107,425 | 119,417 |
| 2050 - Salary of parish administrator 5 | 5,365 | - | - | - | 5,365 | 5,293 |
| 2101 - Working expenses of incumbent | 1,089 | - | - | - | 1,089 | 852 |
| 2130 - Parsonage house expenses | 3,896 | - | - | - | 3,896 | 2,615 |
| 2301 - Church running - insurance | 7,583 | - | - | - | 7,583 | 4,334 |
| 2302 - Church running expenses - other | 5,517 | 101 | - | - | 5,210 | 2,006 |
| 2303 - Redgate - Expenditure | - | 542 | - | - | 542 | 20 |
| 2320 - Organ / piano tuning | 492 | - | - | - | 492 | - |
| 2330 - Church maintenance 4 | 6,822 | - | - | - | 6,822 | 10,923 |
| 2331 - Cleaning | 1,425 | - | - | - | 1,425 | - |
| 2340 - Upkeep of services | 342 | 200 | - | - | 542 | 1,099 |
| 2350 - Upkeep of churchyard | 1,385 | - | - | - | 1,385 | - |
| 2440 - Church running - heating and lighting |
5,390 | - | - | - | 4,773 | 3,456 |
| 2501 - Photocopier Printing & magazine costs |
1,809 | - | - | - | 1,809 | 1,570 |
| 2560 - Parish Hall - Expenditure | - | 14,697 | - | - | 14,697 | 9,410 |
| 2561 - Workshop -Expenditure | - | 5,128 | - | - | 5,128 | 5,097 |
| 2563 - Breakfast - Expenditure | - | 529 | - | - | 529 | 78 |
| 2564 - Little Tiddlers - Expenditure | - | 1,269 | - | - | 1,269 | 369 |
| 2565 - Cuppa & chat - Expenditure | - | 644 | - | - | 644 | - |
| 2566 - Flower Fund - Expenditure | - | 1,297 | - | - | 1,297 | - |
| 2601 - Governance costs Accountancy | ||||||
| fees & examination/audit fee & | 1,206 | - | - | - | 1,206 | 3,709 |
| accounting software 4 | ||||||
| 2840 - Curate's House - Expenditure | - | 4,914 | - | - | 4,914 | 2,407 |
| Expenditure on charitable activities Totals |
152,948 |
29,321 | 3,230 | **- ** | **185,498 ** | 175,516 |
| Expenditure Grand totals | 152,948 | 29,321 | 3,230 | **- ** | **185,498 ** | 175,516 |
Page 7
Parochial Church Council of Holy Trinity, Formby. Financial Statements For the year to 31[st] December 2022
4. Analysis of expenditure allocation of support costs
| Direct costs | Support costs | ||
|---|---|---|---|
| £ | £ | TOTAL | |
| Church building and maintenance | 6,822 | 1,206 | 8,028 |
| 2022 | 2021 | ||
| Governance Costs including | 1,206 | 3,709 | |
| Independent examiners remuneration * |
- (fees payable to the PCC’s examination of the financial statements)
5. Staff costs
| . Staff costs | ||
|---|---|---|
| 2022 | 2021 | |
| £ | £ | |
| Wages and salaries | 5,365 | 5,293 |
| Number of employees | 1 | 1 |
During the year the PCC employed one Parish Administrator on a part-time basis.
5(a) Payments to PCC members
A small immaterial portion of the expenses paid to the incumbent may have related to his services as chairman of the PCC. Similarly some PCC members were reimbursed for any relevant expenses incurred during the year.
6. Analysis of Transfer between Funds
| Unrestricted | Designated | |
|---|---|---|
| Organ repairs | 2378 | (2378) |
A new designated fund for repairs to the church organ was established to keep the proceeds of an appeal. Upon receipt of the bill for the repairs £2,378 was transferred to the General fund to settle the invoice.
Page 8
Parochial Church Council of Holy Trinity, Formby. Financial Statements For the year to 31[st] December 2022
7. Fixed Assets
7(a) Tangible fixed assets
| angible fixed assets | ||
|---|---|---|
| Freehold Land & Buildings | ||
| £ | ||
| Church Club | 180,821 | |
| Tennis Courts | 32,500 | |
| Parish Hall | 415,693 | |
| Workshop | 131,477 | |
| Curate's House | 63,607 | |
| Total | 824,098 |
The freehold land and buildings comprise the Church Club, Tennis courts, Parish Hall, Workshop and Curate’s house at Hampton Road.
These assets are stated at cost. There is no revaluation policy in place. They are all held under the General Unrestricted Fund.
7(b) Investments
| 7(b) Investments | |
|---|---|
| Investments in CBF Market value at 1st January 2022 Revaluation gain/(loss) Market value at 31st December 2022 8.Debtors Tax recoverable Prepayments and accrued income Parish Hall, Workshop and Clubs Totals 9.Liabilities Amounts falling due within one year Trade creditors Accruals Other creditors Parish Hall, Workshop and Clubs Totals |
2022 2021 £ £ 2,762 2,431 (311) 331 2,451 2,762 2022 2021 £ £ 3,162 3,653 2,196 1,188 2,962 3,097 |
| 8,320 7,938 2022 2021 £ £ 2,383 7,110 1,840 1,271 1,965 1,473 1,675 956 |
|
| 7,862 10,810 |
Page 9
Parochial Church Council of Holy Trinity, Formby. Financial Statements For the year to 31[st] December 2022
10. Funds
The Restricted Funds consists of the Legacy Youth Fund, Youth Fund and PCC Fees fund. The Vision fund is partly restricted and partly designated.
The Unrestricted Fund is the General Fund.
The Designated Funds consists of the Breakfast, Book of Remembrance, Cuppa & Chat, Curates House, Church Lounge, Flowers, Holiday Club, Little Tiddlers, Organ, Parish Hall, Redgate and Workshop funds.
There are two Endowment Funds, the Rainford and Repair funds.
Page 10
Parochial Church Council of Holy Trinity, Formby. Financial Statements For the year to 31[st] December 2022
11. Summary of fund movements
| Fund | Fundbalances brought forward |
Incoming Resources |
Outgoing Resources |
Transfers | Gainsand Losses |
Journal Entries |
Fundbalances Carriedforward |
|---|---|---|---|---|---|---|---|
| Unrestricted | |||||||
| General - General Fund | 824,509 | 139,867 | 152,948 | 2,378 | - | - | 813,807 |
| Sub-totals | 824,509 | 139,867 | 152,948 | 2,378 | - | - | 813,807 |
| Designated | |||||||
| BC- Breakfast | 180 | 405 | 529 | - | - | - | 56 |
| BR- Book Of Remembrance | 2,476 | 70 | - | - | - | - | 2,546 |
| CC - Cuppa & Chat | 137 | 632 | 644 | - | - | - | 125 |
| CH - Curate House | 25,123 | 10,542 | 4,914 | - | - | - | 30,751 |
| CL - Church Lounge | 391 | - | - | - | - | - | 391 |
| FL- Flowers | - | 1,365 | 1,297 | - | - | - | 68 |
| HC - HolidayClub | 227 | - | - | - | - | - | 227 |
| LT- Little Tiddlers | 1,347 | 1,070 | 1,269 | - | - | - | 1,148 |
| OF- Organ | - | 2,580 | 200 | (2,378) | - | - | 2 |
| PH - Parish Hall | 10,013 | 27,606 | 14,697 | - | - | - | 22,922 |
| RG- Redgate | 682 | - | 643 | - | - | - | 39 |
| VS-Vision | 1,499 | - | - | - | - | - | 1,499 |
| WS-Workshop | 2,399 | 7,166 | 5,128 | - | - | - | 4,437 |
| Sub-totals | 44,474 | 51,436 | 29,321 | (2,378) | - | - | 64,211 |
| Restricted | |||||||
| LYF- LegacyYouth Fund | 2,000 | - | - | - | - | - | 2,000 |
| PCF- PCC Fees | - | 3,250 | 3,230 | - | - | - | 20 |
| YF-Youth | 9,385 | - | - | - | - | - | 9,385 |
| Sub-totals | 11,385 | 3,250 | 3,230 | - | - | - | 11,405 |
| Endowment | |||||||
| RF- Rainford Fund | 2,646 | - | - | - | - | (311) | 2335 |
| RP- Repair Fund | 116 | - | - | - | - | - | 116 |
| Sub-totals | 2,762 | - | - | - | - | (311) | 2,451 |
| Totals | 883,130 | 194,553 | 185,498 | - | - | (311) | 891,874 |
Page 11
CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examiner's Report Report to the trustees The Parochial Church Council of Hoty Trinty Church Fomiby On accounts for the year ended 31" December 2022 Charity no (if any) 1131722 Set out on pages 1to11 I report to the trustees on my examinth'on of the accounts of the above charity (Ihe Trusf) for the year ended 31" Dember 2022 Responsibilities and basis of report As the chanty's trustees, you are responsible for the preparation of the accounts in accordance wrth the requirements of the Charities Act 2011 11he Acr). I report in respect of my examination of the Trust's acEounts carried out under section 145 of the 2011 Act and in carrying OLrt my examination, I have followed all the applicable Directs"ons given by Ihe Charily Commission under section 145(5)(b) of the Act. Independent he chafity's gross tncome exceed&S £250,000 and l am qualrfied to examiner's statement undertake the examinalion by being a qualified member of linsert name of applicable listed body]]. Delete l ] rfnot applicable. I have completed my examination. I confirm that no material matters have come to my attention in connection wrth the examination (other than that disclosed below ") which gives me cause to belTreve that in. any material respect.. the accounting records were not kept in accordance wth sedion 130 of the Charities Act,. or the accounts did not accord with the accounting records; or the accounts did not comply with the applicable requirements concerning the fom and nIent of 2Lcx)unts set out in the Charities (Accounts and Reports) Regulalions 2008 other than any requirement that the accounts give a 'true and fairf VEW which is not a matter considered as part of an independent eXaminat)n. I have no cOnmS and have come &ross no other matters in ¢onne¢tion wrth the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounls to be reached. . Ple8se delete the woth in the brackets rflhey do not apply. Slgned: Date: Name: Anthony Deegan MAAT MICB Pm.Dip 11ER Oct 2018
Relevant professional qualification(s) or body (if any): MAAT MICB Pm.Dip Address: Sefton Counal for Voluntary Service (CVS) Suite 3B, 3rd Floor. North Wing, Burtington House. Crosby Road North. Waterloo, knverpool. L22 OLG. Section B Disclosure Only complete rf the examiner needs to highlight material matters of concern (see CC32. Independent examination of tharrty accounts. directions and guidan for examiners). Give here brief details of any items that the examiner wishes to disclose. 21ER Oct 2018