ST.PETER'S CHURCH. WOOLTON Annual Report and Accounts of the Parochial Church Council for the year ended 31st December 2023 Registered with the Charity Commission Charity Number 1132014 Diocese of Liverpool
ADMINISTRATIVE INFORMATION St.Peter's Ch¥Jrch. Simon Peter Centre. alurch Road. W(x)Iton. Liverrxx)l L25 5JF Correspondence to Parish Offi. Simon Peter Centre. urCh Road. Woolton L25 5JF . PCC MEMBERS. The following people served as Trustees on the PCC during 2023. Elections take place at the APCM which normaltyf happens in April or May eath year. The churchwardens are elerted annually. a third of the ordinary PCC members eath year and Deanery Synod members every three years {2023 then 20261. It is praciice that lay readers are elected to stand as ex officio PCC member& This is voted on annualty at the APCM Incumbent Curate Readers Rev. Lizzy Holland Revjulia Pratt (until 31st March 20231 Mr. Alistair Fletdw Mrs. Dot Baker Mr. lan Mccoll Churchwardens mr.mlke Welsby (Also WI thairl Mr. Alistair Fletcher Assistant to Wardens Mr.thris Lee Deanery Synod Representstive5 Dr.Susan Cralg Mts. Gill Dottie Mrs. Nornia Winsland Mr. Mike Welsby MrAlistsir Fletcher Mrs. Lynne Roberts Elected members until 2026 Dr.George Kuruwlla Mr5. Susan Whitsker Mrs.Bethan Dulley Mrs.Rebeccè Winter Mrs.Nicola Hazledine Elected members until 2025 Mrs.Kate Daly- Resi8ned June 2023 Mr5Jane Griffiths Mrs.Sandie Paisley Mrs. Rachel Farmer Mr. Mike Thwaite Elected members until 2024 Mr.Roger Whitaker Isecretaryl Mr. Dave Harrison Mr. Chris Lee Mrssusan West Mr.Tom Canty Ctropted memtjer Mrstephen BUer (Treasurer) Page I
Buildrng Supervisor Mr.Andrew KeFKzyk Mr MiTreThvAite Dirrftorof Music Sèfe8uarding OFfKr A55iStant Safe8uar&n8 Health and Safetyoffie Mts. Naomi Stharf Mrs Gill ChamIr$ MrAndy Ford Mr.NKk Hazledine GfftAid Secretary 8ankers &arday5 Bank CCLA Investment Mana8ement Ltd Whitnal Independent nanual Ex3mlrws Dayto day mana8ement wntrol ofthe churth b exerd5ed trythe Standing Cornrnittee: Incumbent, Ward•Jts.Treasurer and Seuttsry-¢¢>ntactable vla churth: 0151 428 6810 St.Pete5 Woolton PCC ts • bthCorFte and operates und•rth• Parochlal Churth Coundls IPower51 Measure 1956 and the thurch repre5entatlon rules. The PCC Is a ¢harlty re8lsttred wlth the Charity CommisSh.. Charity Number 1132014. All members of the PCC •r re8iStered as tntytees wlth the Charlty Cornmlsslon. The method of •PFdntm•rrt ol PCC ts s•t txrt In the Church Represenatlon Rulès. All church members are en¢oun8•d to rtglster on the ectOral Roll •nd st•nd for electl¢)n tts PCC. Countsllor5 are elected fof a term of three years. All Covnclllors are requlred to yndertake Safe8uardlngTralnln8 and be subject to an enhanced DBS theck Induction Tralnlng Is also efven to Include: Trustee responslbllftles; ba¢ Health and Wety, Irt¢[Ln0 rtsk asse55n Th• PCC operates three suknmmltte•s: Standlng Comrnittee Flnante & Fabric Committee Missior¢ Cornmlttee Safe8uardih8 Commsttee Health & SafetyGroup Membership of th• sub committees comwlse: Standln¥ Commlttee: Incumbent. Church Wardens.Treasurer and Se¢rEtary Incumbent, Curate. Church Wardens.Treasurer knry. 6uildin8s Supervisor. Mrs Sue Bee¢roft (Chairl and Dr Donnajackson Incumbent,Curate. 5ettetary.Treasurer. Mr. lan MLCdl. Mrstephen Mccardle Ichzirl. Mr. Mike Wew (Wardenl, AssF51ant TeSardIng Officerand Ml*4 Kathryn Taylor. Pdge 2
To iderTtsfy major risks, the FinarKe and Fabrtr Comrnsttee conslder rkk essments. Pro¢edures are put tn place to managethose risks and minimise thelr Impact onthe lrfe ofthe Church. The Heath and Safetygroup wll input whÈre resry. Fkn•ncial Risks An annual budget is prepared to £wure Short term vial>lity. Actual results cOMpad wlth budÈet are reported at every Fabric & finance meetlng. The COMMte¢ rlÈwsthe investments held the PCC annual. Investments are onty ma(k In approved low riskfuThk approved forcharlty Se. H•lth & Safety Specific procedure5 for recordln8 Intfthnts are In peand the pollry approved In 2018 15 reviewed annually. DBS Certlficates: All members of PCC and all adults who superytse arry group Ichlld.youth or ad) are requlred to hold a ojrrent D8Sc¢rtllk•. Safe8uardlngTraln1. The Church of EnBland has two oTrllnetralnlThd ourse5 whkh all adults who are members ofthe Pccor who supervise anv group a requlred to pass lone or tr¥)th courses depending on the rolel. Safe8uardln8 now Includes child. youth and vulnerabte adutts. Who w• •r• St Peter's In the heart of Woolton Village. b a busy. Ilvdy chur¢h. Our Sunday seThkes and chlldren's groups attrartaround 350 per t•rtek We hav8 many all a8e8roups tshedto our clwrth that meèt on a weekty or mc+nthly basis and we contlnue to eXPar aCttIes on offwto our local communlty through Tr Hub". a churth run community base )Sed wlthln the Simon Peter Centre. We are known worldwde asthe-8eatlÈs Church". our church hall belng where John and Paul met ènd the grave of Elearr Rigby ltes in ourchutrchyard and dueto thts w¢ art a stopoff frr many eeatlestours and tourlsts ev day. The geTra1 ftionS of the PCC are stated wlthln 5e¢tfjon 2 of the Parochial Church Councils, {Powersl MÈasurÈs 1956 whbch states that the Pcc'ls to operate wlth the minister promoting inthe parlsh the whole rn10n of the (hurch, pastoral, evangelical, sodal and ecurnenKal.' Vlhpn annIa our activitles fortr year the PCC yives consideration ttythe Charty Commi%sion'sgubdance on publ benefft and In partlcular. thespwific 8LMdaeto tharitiesft¢rd *ryth the advancemÈrtof rellgtor Page 3
OurobjeLtives for 2023 wereto providethe following public benefrts. that we referto as the Four Pillars of Missitin: To maintain and Smprove the church builthn¥tofurtheithe mission and increase $ustainability. expana our mTrnIry with youN4 p•ople and iri¥&t in the churth of the future. To provlde opwtunities for every member of theeongrwon to prcye5s in their splrtu•l journey. To use our resources and tslentsto spread the word of God throLeh outreach and evangellsm. In July 2023 w• wekomed our new Rector and so ourfocus on these pllLws has d&eloped under her leadership, Including exploring how to make our church bulldlne more efficient and sustainable, developing those who lead our ministry arr children and young people, expandlt)8 ¢Ltr ministry in our thurch xhcd. provldln8 spaces for leamln8 ¥fid dixu5slon to •nable ourcongre8ation to grow In falth and discipleshlp and toConnUetO support and encoura8e our mtsslon partner We have continued to d•velop our Ilnks wf£h other¢hurthe5 In the vllig8e and across the deanery, pardculariy durlne 2023 wlth dlscuwons •rtyJnd LIverp1 dlo¢ese'$ str•t "Flt fw Mlsslon. We have contlnued wlth ¢)ur wetkty pattern of worshipwhich indudes Hoty Communion at 8am and a family servke at 10.30am exh Sunday and • tradit6onal HV Communlon selvlce Thufsday èt 11.Cthm. thJr ChIldren'S and f•mllls 5Ce"WOrshIP Throu8h Play. has eontinued and been Important to many in the lo1 area ift developing theirtalth and famlliarlty wlth Church. Alongslde thlswe have held many spe¢i•l semces which have Plded opportunltles for the ¢on8ro8•tion tocdebrate orfiJ¢u50n a partlculartheme and for members ofthe wlder c¢)mmunltyto ene wtth the churth. The Eledoral Roll was required to be complrtety rev15ed In 2019 Inext ¢ompl•te revlslon due In 20251 and post re¥lsion the number of adults on It numbered around 354. As wlth Church of England rules. a perhid of Interim t•k•s ace for a couple of weeks before the APCM where thurth members can •ppty and wrMberS who are knnger wFth us removed. Wovshlp: Normal: Two SundaySeThlce5 and Thursdty mornird Communion. as well a5 periothc "specials" eg Good Friday. There is a monthty"Worshbp through Plrf service aimed at pre-school and Infant thdr•Tr and theirfamllks. Typl¢al attend•n¢e wa5Sunday 8am CrKnrnunion. sq 10.30am Maln 5er¥ice-253. Thur5doy am Communion. 35 Baptlsms rw)rnnalty take pkeduTing the maln Sunday5er¥Ke. The areasso many weddings and funeraisof ¢hLffth rrMibers and m•nbew5 of the wkler communlty.
0r pastoral care apW1Ch OJTrendy depEndson sItIndshIps bubltwithin the lrfe of the church and church members carinq for one arthr. especialty those Ltna to4ttend thurch anymore. Durrngthe year home vtslts were made by rnembers of the church and cleTRV have offered hDme commun50ntotlK urxblE to attend Weewysefv. The Week Luncheon aub and otheropportunldesfortommun5ty in the hub remain populir. and in x¥me c•sesi growi The PCC appolnt FoundaOn Governtstslrorn CloJrth member5tt1 Bo of the school •nd our Rector aFsoa GurtrrKsr. Weekht assembrS are held in hUkn and thTou4hout the year there are spEciol seT¥ices whkh Te$ and c•rets are abte to attend. The PCC gets 4 rEzuL4rreport fryJm the G¢)vernors who are PCC members. Mlnntr Thls toddler'swoup now ¢)ver 40 ¢hlldr•n atteThllw eath week •nd wa now have both 4 Monday andThursdayqrnup hppenin¥. Chureh BulldlnrJ The Pccare pleased to note that MrAndrew Xepczyk kn been appolDted as pur Quiquennlil Inspector. In 2023 it betame appafntth•tthe PCC YId Ilkety have to •ddress a number of Issues In relatlon to the chUh and ossociated buildiny includinL Snter èf4a. the Med to replace the exisling boller and reLthd plptworvrndlotors across all sites •$ 11 Is havln8ta address uryenthbrK rep•irs to the dwrth build¥n¥ IdentW durlr¥)ur l•st Quinquennitil ReF. These pro)e¢is Inl¥e nsIder¥bIe ¢xrP40inp of frJnd Gvn the valueof legacles rt¢eived overthp lastcouple of ye•rsthe PCC madÈthe de¢t5K•n to transfer fvnds We are very fortuNte to have been able to ull on the helpof Derek DottlÈ. Tudor Roberts and D•vt Baker who hove been ableto tarry out so ofthe r¥er endln¥ roudne tasks of m8intsinin¥thefabrK of the buildlrrts. The Pccwishesto Pla on recofd thelrthnksforallthelr hard *)and commrtinentto St Petees. Page 5
To be Br11¥ In lo¥tforGod ThrOLhtsansfrmlr% er¥terS with God by hi5 word and spirit. ThrOh hetpingall age5 grow in relatsonhlp with God. Through all our setrvkes IAclLtdlng wed(fing5.funerals and bBPtiSrn5. Throu8h bulldlng a Carl fellowship wPre all can bebor Through krwthn8 God's word deepty and Out ow calllng In relatiOn5hlp with one another. Through testlfylng to God'sfaithfulness lnloys.trlals and 5ufferl prayingfor and Carryi out one iyjrdens. Through our tslerts Iresour¢ts/81fts to bulld one aTh)ther up and To b• qrowkni In forth• r1d By prayln8 for our fronwlnes ,clty and 4bvrld; by ourtsfents anu 81ft5 th8rebytestlfying to God's love, beln8 salt and light where we are. By 8Svlng generou4y to support rn0n and mlnlstry lo¢alty and atyoss th• world. During 2023 we be8an explorln8 once again th15 mlsslon stemertto SnspSre all who attend seThkes and coTrnt wlth the thurth vAth a vlslon of what 8rowlr% In love could l¢)ok like and the transformatlon It wlll bring. During 2024 our irtention is to contlnue this work and to draw together a strategy for furtherlr8thF5 mi55ion and v1510n. Page 6
In 2023 we gerated £257AIy crftsNestri¢tedknme spent£259J72an#eneral expEfMltture. respecrofthe need to replaothÈ boller/heatingsysiem in tththe thurch )d hall a5 well asccwdeTrble spend required to thÈfaxKof the (hurth. in paniwL¥, roentwotk r{red tothe gutteringand drain4e urationon both the North and South valleysof the roof. Glven the 1 of1e8winc0 ryerthe last feT$the Pccdeclded to re.4llocate part olthls legacy Irthne h•d pre%1V been tytatrd unrestriCtedasasitgnaIed fu)ds. Au0vdlnV £155,248YJrth 0fnTeslLÈd lunds has been to desIwted funds to meet the ¢05tsof majorprolects identsfied. Wlth Interest recew 0/1105)0n I1e wasa netdeuease IA general fundsof £156.350. through planned gfvtnA stheme. I)ur1 yearwe red E173349 ofpLinned Wvlng includlng GiftAld Tax re¢Kfftry. The total indude5 giving&the Parlsh Scherne * re8UlarStandl fmders and monles reIved Via Charltles Aid Foundation and Stewardshlp sthew¢&plusour arthual daim forGift Ald on small donatlons and gi¥lnuappeal. We also recelNd £7.072 bywayof legacy. Othef Incorne Induded i)ffertory pl•te, ststutoryfees rÈcelvthlorWeddln8s and Fyntr•l5, Hall rental Jncorne pluscCbknnSfr0rn sale50f eeatle merthandise and mebIlla. tJrir theyearthe Church £LQXlof Clocesan Grantstoward5 Parish costs. Gmni The PCC maintsins it5 policyofaxn5niitin8 IO%of itslrKomefromthE Parish&vwySthe and rwlarstanding Ordersto other rnission aKtdwiitie& 8a5ed on the current year's pledged rrKomea £18A53 has m¥le in respectof the 2023fJthe l?022 £19.4141 Land & The three woperries owr1 bythe Churth been revalued in 2023 rNX has depredation been tharged. Uation ()f VChurth Hall and Petercerffre Is pr¢7blernati¢al duetothe restrTathSOn thEiT use ond their hxation in a consery Area. TnJstee5 have ded that speaaJist¥aluaion u)5tswuld Tr)t be justified arnl thereare no plans to dlspose ofthe propety. Fc1ltrOrCure,$jÈffl¥ in 2023*Ehr starred to lettho property on tho open rnarket.
seNes Policv The PCC aims to maintain a balance on unrestricted fijnds that equates to three months of unrestricted fixed payments. to ensure that the charity can meet these short term costs should incoming resources dwJease unexpectedly. Thi5 would equate to a reserve of approx £70,1nl At 31st December 2023 the balan of unrestrirted current net assets amounted to £78,381 2024 Forecast The financial budget for 2024 shows a net deficit on income/expenditure account of of approx £31.CQO. This figure excludes the monies that will have to be paid out of designated fvnds referred to elsewhere in this narrative. Page 8
U122 Tangible Investrnents 59,296 54,937 959,296 954.937 CURRENT ASSErs stocks Debtors Short Term Deposits Cash at bank and in hand 2.524 ii.r 28,246 406,173 13.098 334.172 94.118 441,388 447.952 LIA81LITIES Credltors- amounts fallini due withln one year 134.407) 138.6071 NET CURRENT ASSErsl(UABILrtlES} 406.981 409,345 TOTAL ASSEfs iESS CURRENT UABIUTIES 1,366,277 1,364,282 TOTAL NEf ASSErs 1.366,277 1.364,282 PARISH FUNDS Unrestricted Designated Restricted Endowment io 994.295 270,194 52.412 49.376 1.150.645 118,000 49,987 45,650 io io io 1.366.277 1,364,282 The notes on page5 12 to 19 fomi part of these accounts Approved by the Parochial Church Coun¢ll on 14th May 2024 and signed on its behalf by Rev Lizzy Holland Incumbent A F Fletcher Warden Page 10
5tstement of Cash How for the year ended 31st Detember 2023 TOTAL FUNOS 2023 122 Cash flow from operating activitjes Net cash provided byllused inl operating activitses 124.7551 169.734 Dimdends and Interest 10,502 1,556 ChJn8e ID cash •nd equl¥alents In a¢c(wntlng perlod Movement in Period Opening Cash at Bankers Closin8 cash •t Bankers and ash equinlents 16.129) 434,419 428,290 166.388 268,031 434,419 Recorbdllatlon of net In¢ome/lexpendlture) to net $h Ilowfrom operailn8 •ctl¥ltles TOTAL FUNDS 2022 23 Net movement In funds for the reportin8 period 16.1291 166,388 Adjustments for Loss/lGainsl on Investments Dividends and Interest Ilncreasel/l)ecrease in Stock Decrease/llncreasel in Debtors (Decreaselllncrease in Credtlor5 {4.3591 110,5021 2.524 {2.0891 14,2Lx)I 6,833 11,5561 12,5241 3.649 {3,0561 Net cash provided by/lused In) operaty adi¥its 124.7551 169,734 Analysis of cash and cash eqUilents. Short term deposits Cash at bank and in hand 334,172 94,118 28,246 406.173 Total cash and cash equiwdtents 428.290 434.419 Page 11
Thefinanclal statements have been prepared underthe historlc cost convention (as modffied for the revaluation of certain investrnentsl. They have be prepareil In a¢¢ordance wlth Accountir6 and Rep)rtin8 by Charibes". StstÈment of Recommended Practice ISORPI applicable to charittes prepari1 thelr accounts In accordarKe wlth the Financi31 Rewrtingstandard IFRS1021,Church Accounting Regulatlon$ 2(1)6. UK knounttng 5tsndards and the chaleS Act 2011. Funds Wherethere Is a legal restrklkn onthe purpD5e to whkh a fund may be put. thè fvnd Is ¢iassffied In the accoLtnts 35 8 restrirted fijnd. Other fvnds are classified as unrestrkted funds. Those funds which are not legally restrirted but which the Trustees have to earmark for set PUrF are Classed as deslgnated funds. Endowm•rt funds are restricted frjnds wherethe capbtal must be malntalned. Income arising fromthe 1rwestrynt may be used for restricted or unrestrkred purposes d¢pendin8 on the purpose for whkh the fvnd was estsbtlshed. All Irmmlwg resour are In¢ltthd In fijll In th• Statement of nanCIal AcUvltie5 (SOFA) as soon asthrtmp factors can be met: Ente*rf. wtrwe the Charfty has a Iwl •)for¢•able rb8ht tothè Certalnty. wheretPwe Is rtasonable certalntythatthe Incomi resource VAII be recefved. Measurernent- wherethevalueofthe incomir8 resource be measured with sufficient rellablllty. Therefor artne 8fvtlvd.11ert4OVo and thnatlons are onw recognised oncethey are recew. Grants and legac are accourted for when PCC Is legally entltled to them 3nd the amourrt can be reasonably estlmated. All Incomlng expenthr• ts accounted for gross All expendknre Is reco8nlsed On there 15 a legal. constructh obligation to make a paymerrt ts• a third party. Costs of get)eratlng fun(L% wmpri5e the c05t5 associated with attrarting voluntsry income and costs of runnin8 raiSing events. running of the thurth and delNery of its. activitr and servicesfor Its. GoverarKe costs are mrnimal.
Consecrated and benefice property is not included in the accounts in accordance with Section 10 of the Charities Act 2011 The Church buildings included in the accounts are valued at a combination of historic cost and estimated revaluation. The carrying value of the Church Hall and Simon Peter Centre is particularly difficult due to their restrictions a5 regards use and that the buildings are sited within a Conservation Area. No value is placed on moveable church furnishings held by the church wardens on special trust for the PCC. These require a faculty for disposal as the PCC considers them to be inalienable property. Equipment used within the church is capitalised where Its pur¢ha5e price exceeds £i.IXKJ. Assets are depreciated on a strnl8ht line basis over the estimated useful life of the asseL Most equipment is depreciated over four years Investments are valued at their market value as at 31st December 2023. Page 13
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21)22 Wages and Salarles Employer Pen51on Costs 36,337 31.298 36,835 31,642 There were four staff Members empw PCC dutir¥ 2023. All were part time. P4ym•b)tsto PCC Memb•Ys and R•l•t•d Parlles One member of staff is closely rel*ed to a PCC member. the T ofthe charity. Their remuneration Is reviewed bythe Fabrtc and Ftnar Qimmfjttee and approved by PCC as a whpl OtherTrusteès and related parties have been rdmbursed onty for dlrtrt expenses Incurred durlngthe perlod. No Tiu5tee has approved thelr own payrnents. Flxed Assets Bul Equlpm•nt Total At 1st January 2023 Addltlons Dlsposals At 315t 08c•mber 2023 Nll Nll Depreciation At 1st January 2023 Charge for Year Dlsposa At 3tst December 2023 Nll Nll Nll Nll Net Book Value 31st Decernber 2023 Net Book Value 31st Drnber 2022 Nll The Simon Peter Centre has been ¥alued on the a55umption that f( Is the property of th¢ PCC but no title deeds are to exisL Th¢ separatevaluation ofthe Snw)n Peter Centre Included In the accounts is £240,1 2022 Market Value at 15tJanuary 2023 Purchases at Cost DT5POsals at carryingvaluè Revaluatlon ILossllGain 54.937 6L770 4.359 16.8331 Market Value at 31st December 2023 59,296 54.937 Page 16
2023 2022 The market value at 31st December 2023 represents investments for . Unrestricted Funds Endowment Funds 15.914 43382 15.281 39.656 59.296 54,937 2023 2,022 Prepayments Other Debtors 11.708 1.390 6.091 4,918 13,098 11,009 Creditors 2.023 2,022 Acuuals for utilities & other costs Other Creditors 5,572 2835 7.954 30,653 34,407 38.607 Ail Creditors are due within one year and arfsefrom unrestriL*d fvnd> Funds The desl¢nated fund 15 set è5ide by PCC for major repalrs and replacement boiler costs.The PCC has been able to increase this fund during the year due to the level of legaaes prevlously received. whlch have now been speofically designated. Endovmient fvnds are invested on the PCCS behalf by Liverpool Diocese and relate to several different grave and thurchyard funds to be used on the maintenance of eraves and the thurchyard. The Mary Jane Cross Fund is a separate endowment fUnd.rt wntrolled by the PCC and therefore not induded in these finanaal ststements but funds are received periodically to be spent on the relief of the poor in the parish. At 31st DecèmbÈr 2023 the PCC held £10.474 of Maryjane Cross Fund monieswthich are held in restricted funds to be distributed by the Rector. The PCC hèld other restricted funds at the start of 2022 in 2013 funds were given for expenditure on projectors and screens within church premises. At 31st December 2023 the remaining balancÈ vtas £2.253 to be spent on rther investmenVupgrades/rnaintenan of5LTeens and audio equipment. The balan of the legacy received ir$ 2020 is £39.685 The parish came out of interregnum in July 2023 leavi a Dil balance at year end Page 17
IrKomin8Resours 1521 L178 RwuTce5 E¥w¥Jed Irf4estment 631{L4 IL178> 51412 27D.194 49376 FWAssets 15.914 112.788 134.4on 59.1 441.388 134.4071 CurrniASS•ts 270.191 51412 Fund baLinceat3tstlkLYnkn2013 270.191 412 49376 L366.277 Op•ratln8kn9 r•rrt Page18
requiTtd for thi8 year vnder se(Aiort 144(2) ¢)f the (Jwilx A(# 2011 (thE 2011 Att) lIt an Et is Tny responsil+aity to: 145(SXb) oftht 2011 A¢4 and Bath •fipdewdeutexmwilleVs report •fthe2011 Art 105 D* Road Liv¢rwJl 120 8LZ 19