HOLY TRINITY: THE CFIURCH IN THE VILLAGE EVERYONE: INVITED INCLUDED IMPORTANT Holy Trinity Church Formby Annual Report for 2024 12th May 2025
HOLY TRINITY CHURCH. FORMBY- ANNUAL REPORT- 2024 I. ADMINISTRATIVE INFORMATION Postal address: Holy Trinity Church, Rosemary Lane, Formby, Liverpool L37 3HA. Email: formby.htC.offi@btCOnnect.cOM I Website: www.holytrinityformby.com Official correspondence should be sent to the Church Office at the above address. From the beginning of 2024, the following personnel have served as PCC members for the whole of the reporting period unless ststed otherwise,. Vlcar Reverend Mark Stanford Curate Reverend Julle Butcher Churchwardens Mrs Jan Outram Mrs Jenny Hays Deanery Synod Representatives Ms Jenny Hays (Churchwarden) Ms Anne Hotheisall (and PCC member) Other Members Mrs Vicky Sime (Reader) Mrs Vicky Higgins Mr John Paton (Reader) - until May '24 Mrs Margaret Paton- unts'l May '24 Mr Brian Thome (Reader) other Mlnisters Ms Sylvia Beardsell (Reader) Ms Sue Raby (Reader) Mrs Ruth Woodward (Reader) Reverend David Taylor - retired Reverend Paul Ellis - retired Reverend Jan Harney - retired Honorary Treasurer Mr Phil Crow Honorary PCC Secretary Mr Peter Hitchcock Bankers Barclays Bank PLC. 2651267 Lord St, Southport PR8 1 PD CAF Bank Ltd, 25, Kings Hill Ave, Kings Hill, West Malling. Kent. ME19 4JQ Accountant Mr Phil Crow Inde endent Examlner Mr lan Wright FCA (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 of St. Michael's also and will be licensed as an associate priest in the near future. In Dec 24, Mark announced his
HOLY TRINITY CHURCH, FORMBY- ANNUAL REPORT- 2024 intention to retire at the end of Feb 25 prior to moving to join the Liverpool Cathedral Team as a 'House of Duty, priest. (See also Part11, para A). 11. 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 6 Readers listed in Part I, together with the 2 Churchwardens, the 3 retired Reverends, the Organist, David Pearson, Vicky Higgins and Denise Clarke form the Ministy Team. Liz Chestnutt also attends as Churchwarden at St. Michael's. 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. Role descriptions are in place for each PCC member who, on election, sign a confidents.al declaration, be subject to an enhanced DBS check, and have a willingness to undertake safeguarding training and raising awareness of domestic abuse training. The PCC is represented on the governing body of Trinity St Peter's Primary School and we aim to try and 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 2024). Standin Committee Re uired b law to transact an business between PCC meetin.&s Vicar (Chair), two Churchwardens, Hon Treasurer, Hon Secretary, one PCC re Tesentative Res onsiblo for all buildin s belon in Vicar two Churchwardens Hon Treasurer Res onsible for bud ets and control of flnances Vicar (Chair), Hon Treasurer, two Churchwardens, Ann Urmston (Parlsh Givin Officer , one PCC re resentative Responsible for updating and maintaining the Parish ElectoTal Roll Andrew Philli Runs and maintsins the Parlsh Hall Phili Eastwood Chair , Ann Urmston Runs and maintains the Worksho Maggie Flodman (Chair}, Jan Outram (Treasurer), Alison Slennel Fabric Committee now Incor into Std Cttee Flnance Committee to the Church Electoral Roll Officer Parish Hall Committe8 Accountable to Fabric Cttee Workshop. Committee Accountable to Fabric Commiltee Churches To ether Vicar Helen Davies stewardship Officer Ann Urmston Health & Saf Officers Ste hen Griffrths su Safe uardin Officer Phil Eastwood Minutes of each PCC meeting are available for inspection in the church Offi after they have been approved at the preceding meeting. Treasurer orted b Jenn Ha s - Churchwarden
HOLY TRINITY CHURCH, FORMBY- ANNUAL REPORT - 2024 Although not departing until end of Feb 25, grateful thanks must be recorded now to both Mark and his wife, Sam, for all their haTd work, dedication and devotion to Holy Trinity and St. Michael's over the last 13 years of their tenure. They have both selflessly immersed themselves fully into the churches, lives and activities and the Benefice is the richer for it. God's blessing goes to them both and their wider family as they embark on the next chapter of their lives. 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. Safeguardlng 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 andlor vulnerable adults has a current DBS check. The Policy is vieWed annually and was updated in Jan 2024. Steps have taken place already to provide online Level 1 training to all relevant perJonnel to renew their qualifications. If ever there was a time to bring Safeguarding to the fore to all officiators it was Aug 2024 following the unbelievable child murders and massacres in Southport. This tragic event affected everyone and for Mark and his team in particular- as timing was just before several summer social events at the church involving minors - it was a Mind- searching task to critically review all the risk assessments made and the in-pla health and safety precautions to decide whether or not it was sensible and safe to continue with the Summer programme, in particular the 'Good News Holiday Club, week which was scheduled to start within days. All events went ahead as planned and were completed safely. HT held special prayers for anyone and everyone in the aftermath of thi8 horror, a prOdUre strongly supported by Bishop John. D. Health & Safety Following a comprehensive H&S review last year, there are no issues to report in 2024. Clarification was obtained from the church renovation architect as to certified fire exits throughout the various buildings and appropriate new signage has been procured for where it was needed. E. Serlous Incidents NTR. 111. 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,. INhen 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 charits.es concemed 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 Foimby. 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. Our objectives below are
HOLY TRINITY CHURCIL FORMBY- ANNUAL REPORT. 2024 testament to our successful efforts to date to draw more people into our growing Church, Fit for Mission Ffm . Subsequent to last yeaf s report which explained that our Deanery was in the preparatory phase of implementing the then Bishop Paul's Ffm objectives, events have progressed and Bishop John has picked up the baton. By mid-2024, six deaneries in 2'cohorts' had completed the°Engage° phase during which all the participating churches had been encouraged to thoroughly explore the Ffm concept, in general, and objectives in particular. In July, via the leadership of the Reverend Canon David Banbury (Ffm Engagement Manager), Bishop John called upon the remaining 7 Deaneries in Cohort 3 to enter into the 'Engage' phase. This step now involved HT, as part of Sefton North, and between July and Oct 25, Mark has strongly encouraged the Ministry Team, the PCC and all churchgoers to meet the challenge and explore new ways of moulding a wider, even more welcoming church that we have already in an effort to reach out to even more of the community. In Oct 25, the PCC will be required to decide, along with other churches in the Deanery, whether or not to move on to the next stage of the journey towards being part of much larger, all-encompassing Parish. During Nov 24, where able, PCC members attended Ffm workshops, hosted by Rev. Banbury, who explained the complete concept again. objectives, targets and purpose to ensure full understanding. Leadin our Church into Growth L CIG . Both HT and St. Michael's and All Angels had started their involvement in LYCIG activities in the Autumn of 2023 with Vicky Sime heading the first 'Joinf pcc teach-in session "Creating a Prayerful Culture of Growth.. In 2024, five more sessions were held involving the Ministry Team also: "Implementing an effective Strategy.; "Practicing Fruifful Evangelism.; "Develop, Engage, Worship.; "Becoming an Inviting and Welcoming Church"; and, 'Future Plans.. In all these sessions, Mark and Julie drew out ideas from everyone as to how we, in a United Benefi, could encourage new blood into the church to see what it is all about. Julie, the Curate, made several large diagrammatic wall posters displaying objectives, ideas and achievements and she then put these around the church for all to see and consider and also to learn what had been achieved already. Several related events and activities took pla throughout the year whith are highlighted in the relevant sections below. The Bible Readin Challen In Jul 24, Bishop John set all Parishes a 'Summer Bible Reading, challenge.. to read the whole book over the summer period. Mark very enthusiastically accepted the challenge and decided to cover 7 key messages from the Bible over a 7-week period from 21 Jul to 1 Sep through the medium of holding 'sIngle-servi Sunday celebrations. Together, Mark and Julie covered a new topic each week linking transparently from one message to the next. Each section was dissected and discussed in the Service thereby involving as many of the congregation as possible. Vicky Sime prodUd large portiaits of each message theme and displayed these around the church walls for all to see and ponder throughout the summer. The challenge was achieved brilliantly and it also triggered much to contemplate. A survey was conducted after Ihis single-service programme to determine how popular this single-ser4ice strategy was within all families and age groups. With nearly 100 responses, there was much enthusiasm for and a sense of mornentum with having full church with lively singing. It induced a true sense of belonging. Clearly, there were
HOLY TRINITY CHURCFL FORMBY- ANNUAL REPORT- 2024 cons also so Mark decided to trial another single service period, vice the 3 in the normal routine, over Christmas starting on the 1st Sunday in Advent and continuing until 5 Jan 25. The fiTSt service was preceded on 171h Nov with the Toy Servi, traditionally a Single-servi Sunday anyway. Further views would be gleaned after this experience to lend a pointer to future service programming. Not associated with the Challenge itself but within the single-service theme, HT continued its usual hosting role by holding Easter, Harvest Festival and Remembrance united ServIS (and the Toy Service mentioned above) all supported and attended by the churches, Uniformed groups. Bronze Eco Church award. HT gained its Bronze award in Mar 2020 and the Curate, Julie, has been forging ahead with her cohorts in the Scouts. Guides and the Pizza Eaters group with new ideas (the latter covered later). But, bee-friendly plants are now established throughout the grounds as is a lId garden, area to the rear of the church. About a dozen bird boxes have been sited around the grounds and peat-free compost is always used when required. And, a compost bin is in full use. Su ortin Tanzania UK Trust. The 2023 report highlighted the considerable charity work and support conducted by Laura Neilson - a former HT reader, now ordained - for the Trust for the Christian Centre Church in Dodoma and the re-build health centre in Nduli. Mark also flew out to theatre last year to Send support. sin then, marvellous progress has been made and continues apace. In Aug 24, the area Govemmentfinally connected electricity to the Nduli Health Centre encouraging more people to move into the area. In Sep, the Ebenezer dispensary opened also thanks to the support of many local volunteers. A road to the Centre is also being laid. Our support will continue. Bereavement and START Courses. John Paton, a member of the Ministry team, hosted and chaired a 7-week Bereavement Courseldiscussion at his home starting in Aug. The location provided a more personal environment. Between Aug and Dec, John had seen 20 people, not all churchgoers, with another 3 interested but later declining, proving Bereavement to be a much-needed but nevertheless emotional subject. The Curate and Vicky Sime began a 6-week group discussion START course on 1 Dec aimed at answering questions for some about life and the Christian Faith. Other Activities. Sweet Frida 's l The 'Loft' Gatherin For the Ladies, Sam Stsnford again organised a series of bi-monthly gatherings from Mar-Dec to which guest speakers were invited to present topics ranging from gardening, song & music to Bees and a Canape Master course. The aim, as ever, was to encourage the local community IN as well as offering a chance to chat in safe and sociable surroundings. For the Men, Mark continued with his 'Loft' gatherings, a weekly-breakfast social meeting to discuss anything and everything including ways of growing HT in the town. 'Be Still, Pra er Course I 'Chosen° Film Sessions. Two 'weekly' events started in June: a 'Be Still, prayer course and the showing a "The Chosen" film. These programmes were open events and were well attended continuing until Oct and Nov respectively. Summer Fa reslo enDa Wilh the aim of reaching out in different ways to the local community, St. Michael's and Atl Angels held a Summer Fayre on 13 Jul followed a week later on 20 Jul by HT holding an Open Day. Fun & game stalls were set up for the youngsters with plenty of interesting craft- making challenges for the children to lend their hand to and, tables advertising ts multitude of activities carried out by the
HOLY TRINITY CHURCH. FORMBY-ANNUAL REPORT- 2024 churches, such as the Fell Walking Club, Mothers Union, Prayer Group were set up in the church for visitors to view and mingle and. hopefvlly, be encouraged to join. At the Open day, the Scouts and Guides provided an exlIent bbq lunch which people enjoyed outside in good weather. Burn's and Trafal arNi hts. Two dinners were held in the Parish Hall organised by the Vicar and Sam: Bum's Night on 26 Jan - with Piper - and Trafalgar Night on 18 Oct. The organisers did all the arranging and most of the cooking supported by able volunteers and both occasions were extremely enjoyable, unifying and extremely well attended. These events demonstrated the superb hannony in the Benefice and the willingness to help out. Coffee Mornin sISin -alon s. Every Monday, HT hosts a coffee morning in the foyer open to all and it is something that many people look for4vard to for comfort, warmth and friendship, which is heartening. Also. Maggie Flodman continues her very popular 'sing-alongslcuppa & chat with proceeds going to Macmillan Canr Charity. Iv. ACHIEVEMENTS AND PERFORMANCE A. Number on the Electoral Roll and Sunday Attendance l. Electoral Roll The number on the electoral roll as at tlie APCM in 2024 wa160. (159 in 2023). il. SundayAttendance The average service attendance in 2024 was as follows: 8.30am Holy Comrnunion - 31 adults + 1 child (32 adults + 1 in 2023) 10.00am Family Worship - 18 adults + 5 children (21 adults + 5 in 2023) 11.15am Morning Worship - 45 adults (44 adults in 2023) B. Pastoral Care and Service to our Community Below are reports on some of the activities thmugh which we 8X8rcise our mission in the church and in our local community. Bible Stud Grou Pizza Eaters Pizza Eaters has met each month apart from August during 2024. We have 15 active members, ranging in age from 10 to 16. During our meetings, we discuss a topic relevant to the Church's liturgical year, eg. Lent. and what effect it could have on us personally. We discuss any charitable ideas. and there was input to eco church. A time of prayer is important to our group, bringing the problems of the world as well as local and personal requests to God. As there is artistic talent in the group, we were able to decorate the windows, in the Church doors, to match the seasons. We also decorated a window at harvest time. At a coffee moming event. we raised enough money to sponsor bNinning of several
HOLY TRINITY CHURCH, FORMBY- ANNUAL REPORT- 2024 toilets in underdeveloped countries, enhancing their hygiene security. Some of us have taken part in some of the Services, mainly in assisting at the Holy Communion Services on the first Sunday of the month, and also in the Wreathing Service. At Christmas, we decorate the foyer tree, and are responsible for Christingle making. Some of us are proficient at attending to the sound desk, for power point etc. We have a yearly outing, to bowling and laser tag, at the Ocean Plaza, inviting siblings to join in the fun. And, of course. we eat pizza. And pop, and popcom. and crisps....... Sylvia Beardsell. Vicky Higgins. Prayar Group The Prayer group meets each Thursday at 7pm, during the summer in the prayer room, but in colder seasons, in each otherfs homes. Our prayers are wide spreading, from people we know who need healing to world problems. There are 8 regular members, but is open to all. Blble Study in the afternoon. The Bible Study group meets on alternate Tuesdays, 2pm, at Elisabeth Douglas, home. At present we are studying St Matthew's Gospel, but we have looked at Psalms rently. There are 4 of us, but would like to grow to a larger group. We conclude each meeting with prayer for those that we know who need healing or comfort frorn God. Prayer Harmony. This is a prayer guide, Provided to the Church Newsletter, each month, to help people to direct their thoughts and prayers in 'harmony'. Mainly local in tone, important worfd events are included as necessary. Sylvia Be8rdsell Blble Study on Sunday. There is a small group of mainly working people who try to meet about 3 weekly, on Sunday evening, in each other's homes. We are studying Colossians. Unfortunately, WOTk and family commitments have made this group unable to meet as regularly as they would like, however they are committed to supporting each other in prayer and friendship. Again, this group would welcome other people to join them. Sylvia BeaSell, Vicky Sime, Vicky Higgins, Peter Killen, Sam Barnes, Formby Manor Holy Communlon Servlce for the house bound. In association with 4 members of St Luke's Church, we have continued to bring a servi of Holy Communion to the residents of Formby Manor, each month, the St Luke's people providing the music accompaniment for hymns. The numbers vary but we have seldom less than 15 communicants from the residents. We have formed many friendships with both residents and staff, and have been very welcomed. Sylvia Be8rds811. Ruth Woodward. Maryland Holy Communion Service for the house bound. We have continued the long-standing association with Maryland to bring Holy Communion each month. The numbers are usually about 5 or 6, some long standing members of Holy Trinity or St Michael's. Sylvia Beanlsell, Ruth Woodward Holy Communion to the house bound in their own homes. There are a number of Church members who are unable to attend normal church seTVIS, for medical and practical reasons, that we visit with Holy Communion each month. At present
HOLY TRINITY CHURCH, FORMBY-ANNUAL REPORT. 2024 there are around 10 people, but this vaTies as people recover or go into residential care. This provides a regular contact with these people. ensuring that they remain within the church community, bringing them up to date with church events. Sylvia Beardsell, Ruth Woodward, John Paton. Weekly on-llne Service. Each week, one of the Church Services is videoed, edited and uploaded to You Tube, so that people unable to attend in person, are able to be included in the worship. Each type of Servi, across the United Benefice, is represented. The video comes out a week after the Service to allow time for editing, it is not live streamed. Feedback suggests that there is a regular audience for this servi. Sylvia Beardsell Daily reflections. Each weekday, contributors provide a short video reflection on the lectionary reading for the morning. This is about 5-7 minutes long on average. The contributors are members of the clergy and congregation, providing a variety of voices and insights. Again, feedback says that these are regularly viewed by not only the house bound but also by other people who find them a good way to stsrt the day. They are edited and uploaded to You Tube, for viewing at any time. Sylvia Beardsell and about a dozen others Mornlng Prayer. Each weekday mornlng at 9 a.m. a small group meet on zoom to pray through Morning Prayer and include prayers for parishes and anything else that is relevant. We have done this since the beginning of Covid. Jults Bulcher, Davld Tayk)r, Ruth Woodward, Sylvia Beards811 For more info about any of these, please nng Sylvia on 07872 31410, Llttle Tlddlersrroddler Group We have pleasure in submitting our report on the Toddler Group during 2024. It is pleasing to note that we still attract a large number of children, parents, grandparents and CarS to our Monday morning meetings. We provided a Christmas party for 47 children which again included a visit from Father Christmas. Once again, Caroline Collins has been providing crafts on a regular basis and also leading our Christmas Eve Toddler Church SeNice. Our year has taken the usual format with Easter, Harvest and Christmas being celebrated. Thanks go to Margaret and Simon Johnson and Sue Murray our 'a packer uppers" This year, we welcomed Julie Downey, a former grandma who. along with Sue Robertson, has provided us with much needed help. Thanks are also due again to our band of tea ladies. Thank you, all of you. We could not manage the Group with the numbers we attract without you. We have been so pleased to be able to do our bit as a kind of "outreach. for young Mums, Grandparents etc of the community who can find it quite isolating after young children of their own. Barbara Smith and Joyce O'connell Mothers, Union As usual, our year began with a Communion Serdice in January followed by our AGM in February. We were happy to welcome three members but sadly we lost 2 of our long-standing members, Joyce Hampson and Avril Hassall. We had several interesting talks as well as games and crafts aftemoons. Our Coffee
HOLY TRINITY CHURCIL FORMBY- ANNUAL REPORT- 2024 Morning, Strawberry Tea and Christmas Lunch were also held. We were sorry to lose Mark at the end of the year. We presented him with a gift and wished him and Sam well for the future. Joyce O'connell Holy Trinity (4th Forniby) Scouts Another good year with membership increased to in eXsS of 60 young people. I say, in excess, as the overall number is a little fluid at the moment due to 4th Formby opening a Squirrel Drey, for youngsters aged 4-6 years, at the beginning of June, and we are still receiving enquiries. We also have a Waiting List of 11 who are generally waiting until they reach the age requirement, but in a small number of cases waits.ng for Spa as we are prety much full in Scouts and Cubs. We've had a slight increase in adult members, particularfy with a change around of members of our Trustee Board. We now have 12 on the Board. We also have a change of Group Chair in the offing, with Steve Griffiths returning to the Scouting fold. We had planned to hold a Group Camp in July 2024, but due to numbers of Leaders available, w.e swapped this to a Beaver Camp, needing support from a couple of parents. As, many of the Beavers hadn't camped before, we took them along to Tawd Vale for just one night. Very successful, although sleep was in short supply. Of course it rained, does it count as Scout camping if it doesn't rain? My abiding memory of that Beaver camp will be Beavers playing 'stuck in the mud, in a big puddle of mudl Our Cubs had a trip to the Wing Ding Camp, a large Cub activity camp at Tawd Vale and a District day out to the RAF Museum at Cosford. Our Scouts have had a couple of one-night camps locally, Laurel's Wood on Old Southport Road, exploring the delights of sleeping hammocks. Some sleep very well in hammocks it seems, needing waking at 0930hrsl We have also 'gone back, to cooking over fires for these 'backwoods' camps. We also had a small number of Scouts and Leaders join in with the GemianlEnglish Camp organised by 5th Formby. This is a long-standing event, in its 46th year, where contingent from Formby Scouts camp with a Scout Contingent from Weilburg Germany. The camp alternates every two years between Gemany and UK. This year in was held at Linnet Clough in the Peak District with almost 70 Scouts and Leaders Camping for 10 nights. The Group's young people had also been involved in Water Fun days at Waterside Lodge Southport, Swimming Galas, Athletics competitions, Indoor and Outdoor Skills competition and the Beavers had a trip to the Pantomimel We also try to encourage as many of our Yong People to attend the Church Parades, and for Wreathing this year, 45 members of the Group came along, including all of the cast of the nativity! We also managed a few for Mark's retirementl The Scout Christmas Post was, with help from members of the congregation, a success again this year, providing much needed funds for our Group. Our fund- raising stall at the Christmas Light switch on again proved quite successful. John Carr Holy Trinity Guides and Brownies Guides We currently have 9 Guides and 5 of them have reached the age of 14 and have to leave us, so they are busy working towards their Gold award - top award in Guides
HOLY TRINrrY CHURCH, FORMBY- ANNUAL REPORT- 2024 From July 25 we will be left with 4 Guides and desperately need some new recruits otherwise the unit will close which is a shame as we have been going for 95 years. We have busy working towards badges; a weekend away at Shirdley Hill with Harry Potter theme, we have done various cooking challenges and made a donation towards a Christmas tree for church and decorated it with a theme of White Christmas. We enjoyed a night hike and ended up at Chippy. Also, we have had a chat about personal safety. We just finished out Fitness badge and Be Well Theme badge - the girls cooked a well balanced meal for family at home and planned an exercise programme. We were invited by the Nats"onal Trust to plant trees at Lunt nature reserve. Lots of outdoor activites planned and a party for gold awards. Brownies We have done collections, zero waste and languages badges. Currently working on the archaeology badge. We have done first aid and make change skills builders and are currently working on lead. We've been pumpkin picking, made bonfire cookies, made Xmas pj bags and went for a Xmas meal. We went to Waitrose to buy food for harvest for the food bank, made decorations for the Xmas tree festival. We are currently working on a bear badge and have been bear hunting in Southport. We've made split pin bears, done bear quizzes. drama and are going to build a bear. We made light up bottles for Motherfs Day and are looking forward to being out and about more as the weather warms up. Brownies are also low on numbers and have 6 girls and will close if we don't get numbers for Sept tenn which will be a shame.. ' Helen Gillon F811 Walking Club 2024 was a challenging year for the club. We had good walks in the following venues: Haworth, Caslleton. Clapham, Ilkley, Kendal, Hebden Bridge, Hayfield, Tidewell and Trefriw, and enjoyed mainly good weather. Unfortunately, the number of members on the coaches was disappointing but after increasing the coach fare midway through the season we did manage to break even. We have a new Committee member for 2025 who is proficient with Social Media and we are hoping this will attract a few new members and we will have more consistency in attendan. We had our Festive meal in the Jubilee Hall, this was a very good social occasion catered by Martin. We are a friendly group and welcome new members. Pat Guy Parish Breakfast Two industrious teams prepared and laid on Sunday breakfasts once per month throughout the year providing approximately 350 meals in all (not counting team members themselves). For the New Year breakfast and for the pre- Xmas meal in Dec, little 'extras' were added to the traditional sausages, beans and egg, or'baGon, tomato and egg, menus such as black pudding, mushrooms, hash browns and croissants. A huge thanks must go to Sam Stanford on my team who will be leaving the programme at the end of Feb 25 to accompany Mark in his new role at Liverpool Cathedral. Her advi and boundless energy and enthusiasm has been invaluable and so appreciated by everybody. Thank you to Sam. Thanks also to the many volunteers who help with the washing and clearing up. The teams could always benefit from new blood so, if any reader is interested in helping out - it would be once every 2 months - then please contact either Andrew Phillips or myself via the Church office. Peter Hitchcock 10
HOLY TRINITY CHURCH. FORMBY- ANNUAL REPORT . 2024 The Workshop The Workshop was built to provide a safe and wann environment for all the Holy Trinity uniformed organisations. In 2001 it was completely refurbished. Since that tirne we have also provided an important safe and warm environment for our village community. The Workshop is used regularly by Fomiby U3A, Yoga groups, Pilates and Exercise Groups, Conquest Art, MS meetings, Wow knit and natter meetings and is available to hire for parties and occasional meetings. Our main commitment to the community is to provide a Saturday Coffee Morning each and every Saturday during the year. This is run by eithei The Workshop Teams or outside organisations. This has included Formby Community Club (Squirrels), Inner Vvheel, British Legion, St Michael's Church, Macmillan and the Trefoil Guild. We did regretfully have to close on just one Saturday due to our own staff shortages. Revenue from all our bookings enable us to pay for every day maintenance and upkeep. We have also been able to transfer funds to the PCC. We are extMelY grateful to our loyal, happy band of volunteers and regular customers without whose support we would not be able to continue our work in church and the community. We would welcome with open arms anyone who would like to join The Workshop Team. Maggie Flodman Parish Hall The Parish Hall has had another successful year during 2024. The Hall is a real asset and 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, British Legion, 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 church's social activities and outreach. Monday momings see Mums and Toddlers meet and the monthly Parish Breakfasts are as popular as ever. During 2024 it has also been lovely to continue to welcome 'Sweet Fridays,, the regular ladies evening hosted by Sam. A number of other church social events including the Bums Night supper have also been hosted in the hall. Throughout 2024 we have continued to maintain and refurbish the hall so as to keep the overall fabric of the building, which is now well over 100 years old, in good order. Historically our largest challenge has always been the aging heating system which was extremely inefficient and very expensive to run. The new heating system was fitted in late 2023 and we are already seeing savings in the heating bills for the hall as the new boiler is much more effective, efficient and reliable. Ongoing updates to the lighting system moving over to LED throughout the hall has also seen substantial savings in terms of our electricity usage as well. In summary, during 2024 the Parish Hall continued to be a well-used and a valued asset for both community and church use and we are sure that the building will continue to be at the ntre of Formby and church life during 2025. Future plans for the coming year include an upgrade to the electrics including the emergency lighting and the potential purchase of some new seating. Parish Hall Committee
HOLY TRtNITY CHURCH, FORMBY-ANNUAL REPORT- 2024 Good News Holida Club 2024 Following a break for the last few years Holiday Club again successfully ran in August 2024. Numbers of children attending were disappointing compared with previous years but we had a core of 10 - 15 children who attended each day. Lots of fun and games were enjoyed as well as range of art and craft activities based on the theme of Space and a parallel Biblical theme following the story of the disciple Peter. It was also lovely to see a range of church members from different serrfices working together as volunteers during the week. A huge thank you goes out to the team for their help and support. Now relaunched it would be good if Holiday club could become the usual annual children's outreach it was pre-covid. Philip Eastwood CHURCHWARDENS. REPORT INCLUDING FABRIC The Church Wardens have had a busy year with no major issues to report, A Deputy Warden was appointed in Dernber 24. This has eased the pressure on the Wardens. A great help. Thank you to all who have supported us throughout the year with help in very many ways. We would not be able to achieve all that's required without their willing help, and we appreciate this support. There have been no major repairs necessary to the church fabric. General Maintenan has been carried out throughout the year. The 5-year electrical inspection requirement for Ecclesiastical Insuran was completed and certificated in February 2024. Tree pruning on the roadside of Rosemary Lane was carried out in December 2024. All in all, a good year. Jan Outram & Jenny Hays vi. FINANCIAL REVIEW The accounts for 2024 and the report of the Independent Examiner are set out in the enclosed Annex. VI I. VICAR'S REPORT In 2024, encouraged by the Diocese. Holy Trinity and St Michael and All Angels joined the national Leading your Church into Growth {LyCiG) programme with the agreement of both PCC'S. This shaped the programme for the year as we played: God of Mission Who alone brings growlh to your Church, Send your Holy Spirit to give Vision to our planning, Wisdom to our actions. Joy to our worship And power to our witness. Help our church to grow in numbers, In spiritual commitment to you, And in Servi to our local community, Through Jesus Christ our Lord. 12
HOLY TRINITY CHURCH, FORMBY- ANNUAL REPORT- 2024 As well as using the prayer weekly in our liturgical life we gifted over 200 mugs to congregation members at Easter with the encouragement to pray the prayer daily (this was financed by the Deanery Mission Fund) It was heartening to see this embedded in the life of our congregations. The PCCS met jointly throughout the year as we sought to develop a culture of invitation and work through the LYCIG material. This prompted two very successful welcome events, a welcome day at Holy Trinity and a Summer Fayre at St Michael and All Angels In addition we responded to the Bishop's Bible Reading Challenge with summer series that took us through the Bible's plotline from Genesis to Revelation; the creativity of the ministry team came through to the fore, and the feedback was very positive in the subsequent survey. Other memorable highlights from the year included: The Burn's Night supper. Lent Course Easter Cantata at St Michael and All Angels with choir augmented with Holy Trinity members. Be Still Prayer Course 50th Anniversary Good News Holiday Bible Club at Holy Trinity- whilst clearly affected bv the events in Southport it was great to see the club back after Covid, and the children that came enjoyed them selves. The Trafalgar Night Supper. During the year our ministry team was augmented by two newly retired mlnisters, Paul and Jan who joined David in having permission to officiate, and it's been great to see the different gifts that they have brought to the benefice. l addition it was thrilling to leam that Julie would stay in the benefice as Associate Priest as she completed her curacy. Of course, this has been timely as l annoUnd my retirement and move to the Cathedral but it means that the ministy team is in a healthy position to lead both churches through the interregnum. As always, my thanks go to all those who work behind the sneS to make both churches such great places to belong, where increasingly everyone is Invited, included and important. Rev. Mark Stanford Signed May 2025 Annex: ccounts for 2024 & Examiners, Report 13
Parochial Church Council of Holy Trinity, Formby. Financial Statements For the year to 31[st] December 2024
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) | 104,898 | - | - | - | 104,898 | 149,935 | |
| Income from charitable activities | 2(b) | 3,666 | 40,291 | 3,269 | - | 47,226 | 54,465 | |
| Other trading activities | 2(c) | 15,843 | 9,000 | - | - | 24,843 | 25,843 | |
| Investments | 2(d) | 394 | - | - | - | 394 | 453 | |
| Other income | 2(e) | 1,000 | - | - | - | 1,000 | 9,124 | |
| Total income | 125,801 | 49,291 | 3,269 | **- ** | 178,362 | 239,820 | ||
| Expenditure on: | ||||||||
| Raising funds | 3(a) | 2,005 | - | - | - | 2,005 | 1,510 | |
| Expenditure on charitable activities 3(a) | 130,983 | 32,332 | 5,423 | - | 168,737 | 225,431 | ||
| Other expenditure | 3(b) | - | - | - | - | - | 500 | |
| Total expenditure | 132,987 | 32,332 | 5,423 | **- ** | 170,742 | 227,441 | ||
| Net income / (expenditure) resources before transfer |
(7,186) | 16,960 | (2,154) | - | 7,620 | 12,379 | ||
| Transfers | 6 | |||||||
| Gross transfers between funds - in | - | - | - | - | - | - | ||
| Gross transfers between funds - out | - | - | - | - | - | - | ||
| Other recognised gains / losses | ||||||||
| Gains/losses on investment assets 6(b) | - | (7,058) | - | 58 | (6,999) | 219 | ||
| Gains on revaluation, fixed assets, | - | - | - | - | - | - | ||
| charity's own use | ||||||||
| Net movement in funds | 11 | (7,186) | 9,902 | (2,154) | 58 | 621 | 12,598 | |
| Reconciliation of funds | ||||||||
| Total funds brought forward | 814,850 | 72,579 | 14,373 | **2,670 ** | 904,472 | 891,874 | ||
| Total funds carried forward | 807,664 | 82,481 | 12,219 | **2,729 ** | 905,093 | 904,472 |
Page 1
Parochial Church Council of Holy Trinity, Formby. Financial Statements For the year to 31[st] December 2024
Balance Sheet (Summary)
| Note | As at 31/12/2024 As at 31/12/2023 |
|---|---|
| Fixed assets Tangible Assets 7(a) Current assets Debtors Investments Cash At Bank And In Hand Liabilities Creditors: Amounts Falling Due In One Year Net current assets less current liabilities Total assets less current liabilities Liabilities Total net assets less liabilities Represented by Unrestricted Unrestricted - General Funds Designated Designated - Book Of Remembrance Designated - Breakfast Designated - Church Lounge Designated - Cuppa & Chat Designated - Curate House Designated - Flowers 8 7(b) 9 10 10 |
824,098 824,098 |
| 824,098 824,098 12965 11,918 2,729 2,670 71,050 74,302 |
|
| 86,745 88,891 5,750 8,516 |
|
| 5,750 8,516 80,995 80,374 |
|
| 905,093 904,472 - - |
|
| 905,093 904,472 807,664 814,850 2,576 2,576 136 95 391 391 142 169 45,123 39,326 259 195 |
Page 2
Parochial Church Council of Holy Trinity, Formby. Financial Statements For the year to 31[st] December 2024
| Designated - Holiday Club | 31 | 227 | |
|---|---|---|---|
| Designated - Little Tiddlers | 1,097 | 1,178 | |
| Designated - Organ | 2 | 2 | |
| Designated - Parish Hall | 23,742 | 21,581 | |
| Designated - Sweet Friday | 173 | - | |
| Designated - Vision | 880 | 880 | |
| Designated - Workshop | 7,929 | 5,960 | |
| Restricted | |||
| 10 | |||
| Restricted - Christmas Tree Fund | (204) | - | |
| Restricted - Legacy Youth Fund | 2,000 | 2,000 | |
| Restricted - PCC Fees | 9 | (12) | |
| Restricted - Rimmer Garden Fund | 1,029 | 3,000 | |
| Restricted - Youth | 9,385 | 9,385 | |
| Endowment | |||
| 10 | |||
| Endowment - Rainford Fund | 2,613 | 2,554 | |
| Endowment - Repair Fund | 116 | 116 | |
| Fund Totals | 905,093 | 904,472 |
Approved by the Parochial Church Council and signed on its behalf by
P.M.Crow PCC Treasurer.
Date: 4/5/2025
Page 3
Parochial Church Council of Holy Trinity, Formby. Financial Statements For the year to 31[st] December 2024
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 by charity Investments
These are valued at cost.
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.
Page 4
Parochial Church Council of Holy Trinity, Formby. Financial Statements For the year to 31[st] December 2024
2. INCOME & ENDOWMENTS
| Total | Total | ||||||
|---|---|---|---|---|---|---|---|
| **Note ** | **Unrestricted ** | **Designated ** | **Restricted ** | Endowment | This year |
Last year |
|
| INCOME AND ENDOWMENTS FROM: | |||||||
| Donations and legacies | 2a | ||||||
| 0101 - Planned Giving - Parish Giving Scheme - Donations |
54,403 | - | - | - | 54,403 | 52,527 | |
| 0102 - Planned Giving - Standing Orders | 15,007 | - | - | - | 15,007 | 15,971 | |
| 0110 - Planned Giving - Envelopes | 83 | - | - | - | 83 | 1,219 | |
| 0204 - Just Giving | 1,461 | - | - | - | 1,461 | 624 | |
| 0205 - Collections - SumUp | 1,316 | - | - | - | 1,316 | 290 | |
| 0301 - Collections - Open Plate | 6,558 | - | - | - | 6,558 | 6,424 | |
| 0550 - Donations appeals etc | 1,852 | - | - | - | 1,852 | 22,817 | |
| 0551 - Donations from PH, WS or Clubs | 5,545 | - | - | - | 5,545 | 14,999 | |
| 0601 - Tax recoverable on Gift Aid | 5,120 | - | - | - | 5,120 | 9,570 | |
| 0602 - Tax Recoverable - Parish Giving Scheme |
11,903 | - | - | - | 11,903 | 11,370 | |
| 0701 - Legacies | - | - | - | - | - | 12,947 | |
| 0901 - Other funds generated | 1,649 | - | - | - | 1,649 | 1,177 | |
| Donations and legacies Totals | 104,898 | - | - | **- ** | **104,898 ** | 149,935 | |
| Income from charitable activities | 2(b) | ||||||
| 1101 - PCC Fees for weddings funerals etc |
3,666 | - | - | - | 3,666 | 5,589 | |
| 1102 - PCC Fees allocated to LDBF | - | - | 3,099 | - | 3,099 | 4,249 | |
| 1221 - Fundraising events | - | - | - | - | - | 1,282 | |
| 1230 - Parish Hall - Income | - | 25,212 | - | - | 25,212 | 29,879 | |
| 1232 - Workshop - Income | - | 8,979 | - | - | 8,979 | 8,810 | |
| 1234 - Breakfast - Income | - | 606 | - | - | 606 | 837 | |
| 1235 - Little Tiddlers - Income | - | 1,562 | - | - | 1,562 | 1,394 | |
| 1236 - Cuppa & chat - Income | - | 1,946 | - | - | 1,946 | 901 | |
| 1237 - Flower Fund - Income | - | 1,773 | - | - | 1,773 | 1,503 | |
| 1239 - Book of Remembrance - Income | - | - | - | - | - | 20 | |
| 1243 - Sweet Friday - Income | - | 213 | - | - | 213 | - | |
| 1244 - Christmas Tree Fund Income | - | - | 170 | - | 170 | - |
Page 5
Parochial Church Council of Holy Trinity, Formby. Financial Statements For the year to 31[st] December 2024
| Income from charitable activities Totals |
Income from charitable activities Totals |
3,666 | 40,291 | 3,269 | - | 47,226 | 54,465 |
|---|---|---|---|---|---|---|---|
| Other trading activities | 2(c) | ||||||
| 0910 - Rummage sales etc | 1,769 | - | - | - | 1,769 | - | |
| 1030 - Sports Club | 6,451 | - | - | - | 6,451 | 6,325 | |
| 1031 - Curate's House - Income | - | 9,000 | - | - | 9,000 | 9,000 | |
| 1222 - Non-charitable trading | 5,973 | - | - | - | 5,973 | 5,973 | |
| 1231 - Church Hire | 1,650 | - | - | - | 1,650 | 4,545 | |
| Other trading activities Totals | 15,843 | 9,000 | - | - | 24,843 | 25,843 | |
| Investments | |||||||
| 2(d) | |||||||
| 1001 - Dividends | 71 | - | - | - | 71 | 70 | |
| 1020 - Bank and building society interest | 323 | - | - | - | 323 | 383 | |
| Investments Totals | 394 | - | - | - | 394 | 453 | |
| Other income | |||||||
| 2(e) | |||||||
| 0801 - Recurring grants | 1,000 | - | - | - | 1,000 | - | |
| 08A1 - Non-recurring one-off grants | - | - | - | - | - | 2,090 | |
| 1310 - Insurance claims | - | - | - | - | - | 7,034 | |
| Other income Totals | 1,000 | - | - | - | 1,000 | 9,124 | |
| Income and endowments Grand totals |
125,801 | 49,291 | 3,269 | **- ** | **178,362 ** | 239,820 |
Page 6
Parochial Church Council of Holy Trinity, Formby. Financial Statements For the year to 31[st] December 2024
3. EXPENDITURE ON: NOTE
| Raising funds 3(a) |
||||||
|---|---|---|---|---|---|---|
| **Unrestricted ** | **Designated ** | **Restricted ** | Endowment | This year |
Last year |
|
| 1730 - Costs of fetes & other events | 2,005 | - | - | 2,005 | 1,510 | |
| Raising funds Totals | 2,005 | - | - | - | 2,005 | 1,510 |
| Expenditure on charitable activities 3(a) | ||||||
| 1702 - LDBF costs | 300 | - | 3,078 | - | 3,378 | 4,581 |
| 1830 - Giving - relief and development agencies |
- | - | - | - | - | 6,861 |
| 1850 - Home mission | - | - | - | - | - | 396 |
| 1870 - Secular charities | 1,306 | - | - | - | 1,306 | 210 |
| 1910 - Parish Share | 90,958 | - | - | - | 90,958 | 95,961 |
| 2050 - Salary of parish administrator 5 | 6,302 | - | - | - | 6,302 | 5,782 |
| 2101 - Working expenses of incumbent | 827 | - | - | - | 827 | 693 |
| 2130 - Parsonage house expenses | 4,432 | - | - | - | 4,432 | 4,017 |
| 2201 - Parish training and mission | 1,017 | - | - | - | 1,017 | 880 |
| 2301 - Church running - insurance | 8,059 | - | - | - | 8,059 | 7,653 |
| 2302 - Church running expenses - other | 3,994 | - | 34 | - | 4,029 | 3,910 |
| 2303 - Redgate - Expenditure | - | - | - | - | - | 39 |
| 2320 - Organ / piano tuning | 277 | - | - | - | 277 | 761 |
| 2330 - Church maintenance 4 |
1,959 | - | - | - | 1,959 | 13,290 |
| 2331 - Cleaning | 1,884 | - | - | - | 1,884 | 1,826 |
| 2340 - Upkeep of services | 480 | - | - | - | 480 | 219 |
| 2350 - Upkeep of churchyard | 360 | - | 1,936 | - | 2,296 | - |
| 2440 - Church running - heating and lighting |
6,616 | - | - | - | 6,616 | 8,205 |
| 2501 - Photocopier Printing & magazine costs |
1,937 | - | - | - | 1,937 | 1,824 |
| 2560 - Parish Hall - Expenditure | - | 17,816 | - | - | 17,816 | 31,220 |
| 2561 - Workshop -Expenditure | - | 5,188 | - | - | 5,188 | 7,287 |
| 2562 - Holiday Club - Expenditure | - | 196 | - | - | 196 | - |
| 2563 - Breakfast - Expenditure | - | 564 | - | - | 564 | 798 |
| 2564 - Little Tiddlers - Expenditure | - | 1,642 | - | - | 1,642 | 1,365 |
| 2565 - Cuppa & chat - Expenditure | - | 1,974 | - | - | 1,974 | 856 |
| 2566 - Flower Fund - Expenditure | - | 1,709 | - | - | 1,709 | 1,376 |
| 2567 - Sweet Friday Expenditure | - | 40 | - | - | 40 | - |
Page 7
Parochial Church Council of Holy Trinity, Formby. Financial Statements For the year to 31[st] December 2024
----- Start of picture text -----
||||||||
|---|---|---|---|---|---|---|
|Expenditure continued|
|2601 - Governance costs Accountancy|
|fees & examination/audit fee &|274|-|-|-|274|274|
|accounting software 4|
|-|-|-|-|-|
|2820 - Hall + major repairs - installation|24,672|
|2840 - Curate's House - Expenditure|-|3,202|-|-|3,202|425|
|2841 - Book of Remembrance -|
|-|-|-|-|-|50|
|Expenditure|
|2932 - Christmas Tree Fund|
|-|-|374|-|374|-|
|expenditure|
|Expenditure on charitable activities|130,983|32,332|5,423|-|168,737|225,431|
|Totals|
|Other expenditure|
|3(b)|
|1703 - Gifts|-|-|-|-|-|500|
|Other expenditure Totals|-|-|-|-|-|500|
|Expenditure Grand totals|132,987|32,332|5,423|-|170,742|227,441|
----- End of picture text -----
Page 8
Parochial Church Council of Holy Trinity, Formby. Financial Statements For the year to 31[st] December 2024
4. Analysis of expenditure allocation of support costs
| Direct costs | Support costs | ||
|---|---|---|---|
| £ | £ | TOTAL | |
| Church building and maintenance | 1,959 | 274 | 2,233 |
| 2024 | 2023 | ||
| Governance Costs including | 274 | 274 | |
| Independent examiners remuneration * |
- (fees payable to the PCC’s examination of the financial statements)
5. Staff costs
| . Staff costs | ||
|---|---|---|
| 2024 | 2023 | |
| £ | £ | |
| Wages and salaries | 6,302 | 5,782 |
| 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
There were no fund transfers in 2024.
6(b) Gains/losses on investment funds
The Parish Hall and Workshop funds have been adjusted downwards as the accounting system was overstating their value due to incorrect use of the accounting computer system functions that enter Debtors, Prepayments, Creditors, Accruals and Petty Cash. Consequently the Parish Hall fund has been adjusted downwards by £5,235 and the Workshop by £1,823. These adjustments correct imbalances dating back to the introduction of the computer accounting system in 2022. The fund values in the system now tally fully with the separately prepared Parish Hall and Workshop 2024 accounts.
Page 9
Parochial Church Council of Holy Trinity, Formby. Financial Statements For the year to 31[st] December 2024
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
Investments in CBF
| Market value at 1st January Revaluation gain/(loss) Market value at 31st December 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 |
2024 2023 £ £ 2,670 2,451 59 219 2,729 2,670 2024 2023 £ £ 5,120 2,968 2,906 3,887 4,940 5,063 |
|---|---|
| 12,965 11,918 2024 2023 £ £ 1,394 3,507 789 818 2,061 1,256 1,506 2,935 |
|
| 5,750 8,516 |
Page 10
Parochial Church Council of Holy Trinity, Formby. Financial Statements For the year to 31[st] December 2024
10. Funds
The Restricted Funds consists of the Legacy Youth Fund, Youth Fund, PCC Fees fund, Rimmer Garden Fund and Christmas Tree 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, Workshop and Sweet Friday funds.
There are two Endowment Funds, the Rainford and Repair funds.
Page 11
Parochial Church Council of Holy Trinity, Formby. Financial Statements For the year to 31[st] December 2024
11. SUMMARY OF FUND MOVEMENTS
Selected period: 01 January 2024 to 31 December 2024
| Fund | Fund balances brought forward |
Incoming Resources |
Outgoing Resources |
Transfers | Gains and Losses |
Journal Entries | Fund balances Carried forward |
|||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BC - Breakfast | 95 | 606 | 564 | - | - | - | 136 | |||||||
| BR - Book Of Remembrance | 2,576 | - | - | - | - | - | 2,576 | |||||||
| CC - Cuppa & Chat | 169 | 1,946 | 1,974 | - | - | - | 142 | |||||||
| CH - Curate House | 39,326 | 9,000 | 3,202 | - | - | - | 45,123 | |||||||
| CL - Church Lounge | 391 | - | - | - | - | - | 391 | |||||||
| CT - Christmas Tree Fund | - | 170 | 374 | - | - | - | -204 | |||||||
| FL - Flowers | 195 | 1,773 | 1,709 | - | - | - | 259 | |||||||
| HC - Holiday Club | 227 | - | 196 | - | - | - | 31 | |||||||
| LT - Little Tiddlers | 1,178 | 1,562 | 1,642 | - | - | - | 1,097 | |||||||
| LYF - Legacy Youth Fund | 2,000 | - | - | - | - | - | 2,000 | |||||||
| OF - Organ | 2 | - | - | - | - | - | 2 | |||||||
| PCF - PCC Fees | -12 | 3,099 | 3,078 | - | - | - | 9 | |||||||
| PH - Parish Hall | 21,581 | 25,212 | 17,816 | - | - | -5,235 | 23,742 | |||||||
| RF - Rainford Fund | 2,554 | - | - | - | - | 58 | 2,613 | |||||||
| RGF - Rimmer Garden Fund | 3,000 | - | 1,971 | - | - | - | 1,029 | |||||||
| RP - Repair Fund | 116 | - | - | - | - | - | 116 | |||||||
| SF - Sweet Friday | - | 213 | 40 | - | - | - | 173 | |||||||
| VS - Vision | 880 | - | - | - | - | - | 880 | |||||||
| WS - Workshop | 5,960 | 8,979 | 5,188 | - | - | -1,823 | 7,929 | |||||||
| YF - Youth | 9,385 | - | - | - | - | - | 9,385 | |||||||
| General - General Fund | 814,850 | 125,801 | 132,987 | - | - | - | 807,664 | |||||||
| Totals | 904,472 | 178,362 | 170,742 | - | - | -6,999 | 905,093 |
Page 12
INDEPENDENT EXAMINER'S REPORT to the trustees of Holy Trinity Formby Parochial Church Council (PCC) I report to the charity trustees on my examination of the accounts of PCC for the year ended 31st December 2024 which are set out on pages 1 to 12. Res onsibilities and basls of re ort As the charity trustees of PCC you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 {°the Acf). You are satisfied that the accounts of the charity are not required by charity law to be audited and have chosen instead to have an independent examination. I report in respect of my examination of the accounts. I have carried out my examination under section 145 of the 2011 Act. In carying out my examination I have followed the directions given by the Charity Commission under section 145(5){b) of the 2011 Act. An independent examination does not involve gathering all the evidence that would be required in an audit and consequently does not cover all the matters that an auditor considers in giving their opinion on the accounts. The planning and conduct of an audit goes beyond the limited assurance that an independent examination can provide. Consequently l express no opinion as to whether the consolidated accounts present a 'true and fair, view and my report is limited to those specific matters set out in the independent examinerfs statement. Inde endent examinerfs statement I have completed my examination. I confinn that no matters have come to my attention in connection with the examination giving me cause to believe: accounting records, with respect to the Charity, were not kept as required by section 130 of the 2011 Act or 2. the accounts do not accord with those records; or 3. the accounts do not comply wth the applicable requirements conceming the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a 'true and fair view which is not a matter considered as part of an independent examination; or 4. the accounts have not been prepared in accordance with the methods and principles of the Statement of Recommended Practice for accounting and reporting by charities applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102). I confirm thal there are no other matters to which your attention should be drawn to enable a proper understanding of the accounts to be reached. lan Wright FCA Community Accountant Sefton Council for Voluntary Service 3rd Floor, Suite 3b, Burlington House, Crosby Road North, Waterloo, Liverpool. L22 OLG