ST. PETER'S CHURCH, WOOLTON Annual Raport and Accounts forthe Parochlal Church Council for the year ended 31" December 2022 Registered with the Charity Commisslon Charity Number 1132014 Diocese of Liverpool Administative InfomMtion St.Petees Church, Churth Road, Woolton, Liverpool L25 5JF Official Correspondence to Parish Office. Simon Peter Centre, Church Road, Woolton L25 5JF PCC Member5 The following people seNed as Trustees on the PCC during 2022. Elertlons take place at the APCM which nomally happens In April of each year. The churchvnrdens are elected annually* a thlrd of the ordinary PCC members each year and Deanery Synod members every three years. It is prartice that lay readers are elected to stand as ex offlclo PCC members. This is voted on annually at the APCM. Incumbent Curate Reader5 Vacant througlK)Ut year Revd Julia Pratt Mr Alistair Fletther Mrs Dot Baker Mr lan Mccoll Church Wardens Mr Tery Van Eker- to 28th Aprll 2022 Mr Mike Welsby- from 28th Aprll 2022 Mr Ailstalr Fletcher As51stant to the Wardens Mr Chris Lee Deanery Synod Representatives Mrs Gill Dottie Dr Susan Craig Mrs Nonna Winsland Mr M Welsby Mr Alistsir Fletther Elected Members until 2025 Mrs Kate Daly Mrsjane Griffiths Mrs Sandie Paisley Mrs Rachel Famier Mr Mike Thwaite Elected Members until 2024 Mr Roger Whrtaker (Secretary) Mr Dave Harri9)n Mrchris Lee Mrs Susan West MrTom Canty Elected Members until 2023 None due to resignations Co￿pted member Mr Stephen Butler (Treasurer) Page I Bulldlng SupeNisor Architect Director of Music Safeguarding Officer Health and Safety Officers Recorder Glft AEd Secretsry Bankers Vacant Mr David Watkin- resigned 28th April 2022 Mr MikeThwaite Mrs Lite Daly Mrs Gill (hambers and MrAndy Ford Mrfim Wam Mrs Sue Beeuoft Bardays Bank Day to day management control of the thurch is exe￿iSed bythe Standing Committee: Incumbent, Wardens,Treasurer and Secretary- contsrtable via thurth: 0151 428 6810 St.Peter's Woolton PCC Is a body corporate and operatss underthè Parochlal Church Councils (Powers) Measure 1956 and the church representation rule5. The PCC is a tharity registered with the tharity ComMi￿10n . (haiity Number 1132014. All members ofthe PCC are retsered as trustees wrth the Charlty Commiwon The method of appointmerrt of PCC rnembefs is set out In the Churth Represenation Rules. All church members are encouraged to re8lrter on the &ectoral Roll and stand for ele¢tion to PCC Coun¢lllors are elected for a terni of three years. All Councillors are required to undertake WeguardingTraining and be subject to an enhanced D8S check Indu¢tlon Trainlryg Is •Lw gbven to Indude: Trustee responsibilities:ba5k Health and Safety,induding risk assessmenL The PCC operatssthree sutkcommlttees: Stsndln8 Committee Flnance & Fabric Commlttee Mission Committee The PCC also oversees two more committees/groups Safeguarding Committee Health & Safety Group Membership of the sub committees comprtse: Stsndlnc Committtt: Incumbent. Church Wardens,Treasurer and Seuetsry Fabric & Flnance Committee Incumbènt. Curate. Church Warderts.Treasurer Secretsry. Buildings Supervisor. Mrs Sue Beecroft (Chairl MrTudor Roberts and Dr Donna Jackson issi•)n Committee Incumbent,Curate, SecretaryiTreasurer. Mr lan Mccoll {thair until October 20221 Mr Stephen Mccardle Ichairfrom November 20221. Mrs Laura JOr￿s, Miss Kathryn Tawor Page 2 To identify major risks. the Flnance and FabrA¢Committee consider a$5e55ments. Pmcedure5 are put in Pla￿t0 manage those risks and minimlse their impact on the life of the Church. The Health and Safetygroup will inpirt where necessary. Anandal Rlsks An annual budget is prepared to ensure short term viability. Actual results compared with budget are ￿ported at Èvery Fabric & Finance meetin8. The committee reviews the investments held by the PCC annually. Investments are only made In approbyd low risk funds approved for Charfty use. Health & S•fety SpecWk Procedure5 for recording incldents are in plao and the poliLy approved In 20181$ revlewed annually. S•few•rdl DBS Certfficates . rnembers of PCC and all adults who supervise any group Ichild•yOUth or adult) are requlred to hold a current D8S certifKate. Safeguarding Tralning: The thurch of England has two on4ine tr•lnln8 ¢ourses which all adults who are members of the PCC or who supeThise any group are requlred to pass lone or both courses depending on the rolel. Safeguarding now includes child. youth and vulnerable aduhs. who w •re St Peterfs In the heart of Woolton Vlllage. Is a bw, Ilvely church. Our Sunday 5enrfices and Child￿n,$ iroups attrart around 4W per week. It Is very encouraging to see the numbers returning followin8 the difficulties of the last couple of years. We have many all age groups attached to our church that meet on a weekly or month bas15 and we continue to expand actlvFties on offer to our iocal Community through YheHub'. a church run communlry base housed within the Simon Peter Centre. We are known world-wde as the"8eades Church.. our thurch hall being where John met Paul and the grave of Eleanor R￿bY lies in our ¢hur¢hyard. We are a stop off point for the Fab 4 Taxl Tour. The 8enÈral functloM of the PCC are stated within Sectlon 2 of the Parochial church Councils, (Powers) Measures 1956 which states that the PCC"Is to operate vAth the minirter in pron￿ting in the parish the whole MI￿10n of the Church. pastoral.evangelical. social and e￿Men1(al." When planning our activities for the yearthe PCC elves tonsideration to the Charity Commtssion's guidance on public benefit and in particular. the specific guidance to charities concerned with the advancement of relrgron. Page 3 Our obiectivesfor 2022 were to prrylidethe following public benefits. that referto as the Four Pillars of Mission . To maintain and impru4e the church buildingto furtherthe mission and increase sustainabllsty. To expand our mlnistry Wbth young people and invest in the churth ofthe future. To providè oppcxtunitiès for every member althe t4ywe8ationto progress in their spirtual joumev. To use our resource5 and talents to spread the word of God Lxrtreath and evangelism. In 2022 scmne thlngs were retumlng to n¢)rmal, but as we were in the procw of startlng our search for a new Rertor, many of the people respLKisible for these things were doln8 extra lobs, making new projects hard. Holdin8 Alpha, Marrlaee arKI severnl baptism PTep•ration evenlngs. Held training events f¢x chlldren's and yOLth leaders. Taking part in ecumenical acknvities. Continued with Lyfe Group studies wlth the ertyJps developlni their cywn study , choosingtheir own based on teathin8 during Sunday serrnons. Continued to developthe Hub at the Simon Peter Centre wlth many varied activlties tsking place duri￿ the wee Continued with our links with other churthes In the Lrverpool South Deanery. The crib service (without donkey as it was snowed in that day) was held. T(w Service-*ryth collertion for ￿ND {Ktds in Needl. thrlstingle and Carol servicek There V4we also meetlny for men. The PCC Is pleased with its achlevements against its objeL1ives set out in the previous section althoueh It was dlfficult to get some things going. The Electoral Roll wa5 required to be completety revlsed In 2019 Inext complete revlslon due in 20251 and post revision the number of adults on tt numbered around 340. As with Church of England rules, a peri¢xl of interim revision takes place for a couple of vfftks before the APCM where new church members can appty and rnernbers vtho are no lor￿er with us removed. Wlxship . Nomial . Two gjnday Ser41ces andThursday morning Cornmunion, as well as periodic 'specials" eg Good Friday. There 15 a monthly'worshipthrough Plav group for youngsters. Typical attendance was Sunday8 arn Communion- 33. 10.30 am Main ServI￿- 220. Thursday arn Communion- 15 Baptisms nom)alty take Pla￿ durirethe main Sunday servio. There are also many weddiny and fijneral P4e4 Durln¢ 2022 the churth was rÈtumiryto rK)nMlityanda ttamof w￿￿teerS ove￿aW the safe rebjm OfCo￿Te1at￿ and asthÈ Yearprc￿eSsedtt* &desPerw￿ ￿Te once alain in atlion as baptiSn￿ ènd k¥eddiry411 Teturned Inthe year. We were also able to serve tea. coffee and bi¥oJits•fterseThk visrt5 to residential hOrtses.shE￿rPd IwinK •nd tr#)useboufftd d￿r¢h membe The wee￿Y lu￿ Ojb Is as popuknrasew4r. The PCC opwint Foundation Gowèmarsfrom Church memberstotht Governiry Body •fthe sthool. Weekty servKes wlth and corers wesent pknother sper*l servlces e¢ Ileaversltske phce. Th• PCC pts• ￿kIrreP0rtf￿omthÈ Governo •re PCC membtr& Unks w￿h th• school havewnllnued wlth thurCh•ssem￿4eS •nd in¥llfjng chlldren to 'Experlen¢ln4 thrlstkNS' We h•¥• te•n wIthO￿ a youth *Y•rkerfortr* best pirtofelthte*n •nd the dfftultles recru￿1￿ has Th￿￿tth￿thIS •Ke h•s Mt been woll ¢•tered for durlnethks wrtod. Thls tOddle￿$￿rVuP now h•$ o¥*r 40 chlldren atteYOhyt•th Churth Mr David Watkln. our arthitett retired •ftercofflp￿￿V￿the Quintyjenn￿l in5peciKtn. The Pccare currentty In the proeessof dIs¢l￿n$ t0fkn￿ o Subtsble rtpl•omenL Fortunatrty.we teen able to call on the skilLs ènd he￿ of De￿k Dottie. Tudor Robets,Dave Baker*nd Bri•n Townleyttb do some of the mI￿r tssks, Ixrt mDre help 15 nEeded. The •rthltert produceil our1￿1￿1￿eftnlaI Report •5 required Chureh of Eng￿nd rule& Pw5 This is ourV1st￿ for the fu￿re To be growi￿ in love for God Through transforming encounters wtth God by his word and spirit. Through helping all ages grow in relationh.ip with God. Through all our services including weddings,funerals and baptisms. To be 8rowln8 In for other Through bulldlng a caring fellowship where all can belong. Through knowing God's word deeply and working Out our callln8 In relationship with one another. Through testifying to God's faithfulnes5 in joys.trials and sufferin praying fr>r and carrying out one anotherfs burdens. Through using our tslents/resources18ifts tts build one another up and to serve To be 8rowln8 In Im for the *tyld By prawng for our frontlines,tity arKI world . by uslng our talents and gifts thereby testlfylng to God's love, bein8 salt and Ilght where we are placed Sn the world local,national and internatlonal. Page 6 General Funds In 2022 we generated £321.431 of unrestrltted income and spent £237.386 on general expenditure. Wrth interest and gainslllossesl on investments the net increase in general funds was £ 83.674 The majority of our Income came from church members who supported the thurch through our planned giving scheme. During the yearwe received £185,180 of planned giving including Gift Tax recovery. The total includes givln8 ¥la the Parish Giving Stheme. regularstsndin8 orders and monles received via Charities Aid Ft>undation and Stewardship schemes plus our anftual claim for Grft Aid on small donations and givin8 appeal. We also received £178,176 by way of kncies of which £88,CQO has been set aslde In Designated ResefVÈ to c¢)ver the potenti•l costs of a full energy review whlch indudes the strong likelehood that our heating system will have to be replaced in the not too dlstsnt future as well as funds to meet urgent repairs to the fabric of our buildings Identrfied by the Quinnenial report in t)ecember 2021. Other Income included offertory plate, statutory fees receivable for Weddings and Funerats, Hall rentsl Income plus contributions from sales of Beatle merchandise and memorabilia. Durln8 the year the thurth receNed £2.CKQ of Dlocesan Grants towards Parish Costs. Glvln8 The PCC maintains its pollry of committing IO% of its Income from planned 8fvin8 to other mission and charities. Following the uncertainties in 2020 due to the pandemic. the tithe for that year was deferred but was partially reinstated followlrry notlfication of a substantial legary. Accordingly the 2020 rrthe of £￿,004 and the 2021 rrthe of £ 20,412 were paid in the financial year under review. 8ased on the current yearf5 pledged income a provision £19,414 has been made in respect of the 2022 rrthe. land & Buildin The three properties ¢)wned by the Churth have not been rewdlued in 2022 nor has any dep￿cIatIon been ¢harged. Any valuation of the thurch Hall and Simon Peter Centre is problematical due to the restrictions on their use and their location in a Conservation Area. The value of the Linkside Road property remains reasonable gib*n the housing market The Tnstees have deemed that specialist valuation costs would not be justified and there are no plans to dispose of the property. Page 7 The PCC arms to maintain a balance on unrestrirted fijnds that equates to three months of unrestricted fixed payments. to ensure that the thartty can meetthese short temi costs should incoming resour￿ decrease unexF*rtedly. This would equate to a reserve of arvox £60,LKK) In addition a maintenartt reserle of £88.(￿ to cover building maintenance and replacement of the heating system has been estsblished durin8 2022. This reserve Is In additron to a previ(X￿y estsblithed reserve to cover general and organ repairs of £30,IX4) At 31st Oecember 2022 the balance of unrestrlcted ojrrent net assets amounted to £235.803 The finanaal budget for 2023 shows a net deficit on Incomelexpenditure account of £68.(XXI The considerable turnround in the finanaal results betW￿n 2022 and the forecast for 2023 is prirnarily due to the fart our pled8ed income is expected to fall and we are not aware of any legacies.Whilst it is envisaged that thes tsvo main sources of Income twllS deuease the expenditure Is expected at bestto remain ststic or more Ilkely Increase. Page 8 HHI ¢J fc 2W21 Tangible Investments 900.000 61.770 54.937 954.937 961,770 Stocks Debtors short Term Deposits Cash at bank and in hand 2.524 li.￿9 28.246 406,173 14,658 28.208 239.823 447,952 282,689 LIA8IUTIES Creditors- amounts falling due wlthin one year 138,6071 141.663) NEf CURREpif ASSEtyIUABILmES) 241,026 TOTAL ASSEfs LESS CURRENT UABiullES 1?64,282 1,202,796 TOTAL NET ASSErs 1,364,282 1.202,796 PARISH FUNDS Unrestrlcted Designated Restricted Endowment io io io io L150.645 118.ty 49,987 1,066,971 30,000 54.891 50,934 1.364.282 1.202.796 The notes on pages 12 to 18 fom part of these accounts Approved bythe Parothl•l thurth C￿nd1 on and syed i>n Its behalfby Churth Warden church Warden Page 10 TOTAL FUNDS U12Z 021 C45h Ilow from opeTatin8 acti¥itses Net cash provided byl(used inl operatlng acdvitles 164B32 117.261 Dividends and Interest 1,556 1.493 cash and equlv•l•hts In accoun￿￿8 perlod Movement in Period Openin8 Cash at Bankers C1051n8 Cash at Banknrs •Yt c•sh equl¥alents 166.388 268,031 434,419 118.754 149,277 268,031 TOTAL FUNDS 22 021 Net movement In fvnds for the reportln¢ perfod 161,486 127,203 Adjustments for Depreciation L055/lGainsl on Investments Oividends and Interest IlncreasellDecrea5e in Stock Decreasel{Increasel in Debtors (Decreasel￿ntrease in Credito 6,833 {1,556) (2,524) 3.649 {3.056) 15,1421 11.4931 {11.4701 7.360 164.832 117.261 Analy51s ot rash and c45h equlv4lents: Short term deposits Cash at bank and in hand 28.246 406.173 28.208 239.823 Totsl cash and cash equivalents 434,419 268,031 Page li Thefifia￿1al ststements have been prepared under the hlstorlc¢¢>st conwntion las modified for the rv4auatSon C*f ¢ertain Investments). They have been prepared In accordarKe wrth Attounting and RÈKrtln8 by Charrties.. Ststement of Recommended Pra¢tke ISORPI appllcable to d)aiitses preparin8thelr actourts in ac£ordarKe with the fjnanclal Report(ng Stsndard IFRS102).Church Accountins Re8ulatlon$ 2C*)6. aFvlicable UKAccountlrq Stsndards and the Charitie5 *£t 2011. Wherethere Is a Wl restrkum on the Purp￿ to whkh a fund may be put. th• fund Is ¢la$5ffied in the a¢¢ounts as a restricted fvnd. Other fijnds are dasslfied as unrestrkted funds. Those funds whith are r￿t I￿llY restricted but whl¢h the Trustees have thosen to earmarkfor set wrposes are dassed as deswated funds. End0wm￿t hjnds are r•stricted fvnds wherethe ts￿tal must be matntslned. Income artslréfrom the In¥•stmerTt may be used for restrlcted or unre5trkred rpostt dependin8on the purpose for whl¢h the fvnd was estsbllshed. AFI IIKOn￿n8 resources are Ind¢Jded In fvll In the Stst•m•nt of Rnanclal Actlvttles {SOFAI as x soon 35three factorn can be m•t.' Entttlement. wthere the Chailty has a le8al and enforceable rlghtto the resource. Certalnty-wherethwe Is reasonabl• certalntythat the Incomlng rex*urc• wlll be re¢el¥td. Mèasurement. where the value ofthq IrKomlrvd resou￿ can be mea5urÈd wlth suffidert reEiablllty. Therefore, ￿a￿￿8￿n8.￿l1e¢tl0nS and donathns areonty re¢ognised orKeth*y are r￿eNed. Grants and le8acles are accourrted for when PCC is legalty en￿tled to them and the amunt can be r&isonably estimated. All Incomi￿ eXp￿￿rtUreS5 forBr055 All exwditure b recoFni5ed On￿ thwe Ss a Iqpl. ￿nstr￿ti￿ obllgatlonto make a paymentto athbrd party. voluntary IrKome and costs ot runnin8fvndrèisir8 events. thurth a¥penditure comprises those costs Incurred by the charlty In the nft1￿ of the thurth delr¥ery of tts, xtivitses and ser¥itys for rts. beneficiaries. e12 Consecrated and benefi￿ property 15 not included in the accounts In accordance with Section 10 of the Charitie5 Act 2011 The Church buildings induded in the accounts are valued at a combination of hlstoric C05t and estimated revaluation The tarrying value of the chU￿h Hall and Simon Peter Centre is particularly difficult due to their restrictions as regards to use and that the buildin8S are sited wwthln a Conservation Area No value Is placed on moveable church fumishlngs held by the church wardens on special trust for the PCC. These require a faculty for dI¥￿SaI a5 the PCC considers them to be inalienable property Equlpment used within the church 55 capitsllsed where Its purthase price exceeds£l,(MX). Assets are depreclated on a straight line basls over the estimated usefvl life of the asset. Most equipment Is depreciated over four year5 Investments are valued at thelr market value as at 3tst December 2022 Pdge 13 O rt vo e£ i lil 11 113 m In trt N INI 1É11 $51 2021 Wa8e5 and Salarie5 Employer Pension Costs Recruitment Costs 28.662 805 31,642 30.135 There wer¢ fourstaff members emphyed ty Pccdutirq 2022. All were part tirf*. One memberofstaff ￿ do$4ty rdatedto a PCC membÈr. the Truste•s of thetharlty. Thelr remuneratbn Is rv¥lewed ￿ the Fabrk and Flnance Commiitee and apwoved by PCC as a whde. OtherTrustees and related partles have b¢en r•imkyJrsed onty for dlrerteKperhse5 incurrtd durlrq perlod. No Tru%tee has appro¥edthelrown payrn￿ Ta¢*1 At tst January 2022 Addltlons D1SF￿lS At 31< Dernmber 2022 N51 Depreclatlon At istjanuary 2022 Char8e for Year Dlsposals At 31st December 2022 Nll N51 Nil Net 8ookValue31st l)ecember 2022 Nll Net Book Value 31st Deember 2021 Nii The Slrrt)n Peter Centre has been valued onthe a&sumption that Ft kthe properTr of the PCC but no title deeds aro known to ￿sL The separate valuation ofthe Slmn Petw Centre Induded in the accounts 15 £240,r Market Valuè at Istjanuary 2022 Purchases at Cost DIsp05aEs at carryin8 value Revaluatlon ILoL%llGaln 61.770 56.628 I6￿33) 5.142 Market Vaue at31st I)e¢￿ber2022 54.937 P￿e 16 2021 The market value èt 315t December 2022 represents Investments for: Unrestrlrted Funds Endowment Funds 15.281 39.656 IS￿30 44,940 54,937 61.770 Debtors 2022 021 Prepayments Other Debtors 3.147 11.511 4,918 li.￿9 14.658 Credltors 1021 Attruals for utllitles & other costs Other Creditors 7,954 30,653 6.997 34.666 38,607 41.663 All creditors are due withln one year and arise frorn unrestrlcted funds. Funds The designated fund is set aside by PCC for major repairs and reptacement boiler costs.The PCC has been able to increase thls fund during the year due to a substantial Endovfftientfunds are Invested the PCCS behalf by Li￿rpoOl Diocese and relate to several different grave and thurthyard fvnds to be used on thè maintenance of graves and the ¢hurthyard. The Maryjane cro￿ Fund is a separate endcNmientfund,not controlled by the PCC and therefore not induded in these finanoal statements but funds are received periodically to be spent on the relief of the poor in the parish. At 31st Deomber 2022 the PCC held £ 7582 of Mary Jane Cross Fund monies which are held in restricted fvnds to be distributed by the Rector. The PCC held other restricted funds atthe start of 2022 in 2013 funds were gi%￿n for eX￿ndItUre on projectors and screens within diurd) premises. At 31st December 2022 the remaining balan￿ was £2,349 to be spent on fvrther investment/up8rades/maintenance of stteens and audio equipment. At 31st December 2022 the balan￿ remaining on the Givtng in Gracè fund was £Nil The balance ofthe le8acy received in 2020 is £39.685 Thè parish remained in interregnum forthe whole of the accounting period under review-the dosing balance on the Sequestration AcLwntvRs £371 iv Page 17 rKea5atistJanwy2022 Incumi￿lIeSOurCes Investnrnt IrKDme Resources Expèn InVestn￿(asr￿L￿l Trnrthr5 s4.￿1 L178 li0￿61} ii.lm 49,987 1140)) Toi•l TanO1)le Fi¥edAsseis In¥e5trnent F￿ As%*ts CurrentAssets i￿lIrt 39,656 54,937 47.952 138fi071 8.￿7) Fund bthrK•at3tsti)eunl>•r2022 L150.645 i￿.t￿ 49.987 45,650 IndependentExamlnefs Oper•tlni*w rertt Independent Examiner's Rtport to the trvjtttt of SL Pete￿$ Church, W{￿lton I rewt on the a¢￿ullts ofthe f4x theyewtzthd 31 2022 whiL* are set cot on poses 2 to 16. R¢speetiYe ruponsibililits tsf trustees and The trustees are respon￿1*1¢ for the pre1￿[￿1￿ of the The tsuttees ¢