ST.PETER'S CHURCH, WOOLTON Annual Report and Accounts of the Parochial Church Council for the year ended 31st December 2024 Registered with the Charity Commission Charity Number 1132014 Diocese of Liverpool
ADMINisfRATIVE INFORMAIK)N St.PeteesChurch, Simon Peter Qntre. Churth Road, Wookon. LiverFKXbl L25 5JF corresponden to Parish Office. Simon Peter Centre. Church Road. Woolton L25 5JF PCC MEMBERS. The fdlowing peopte served a5 Te¢S on the PCC during 2024. Electiorts take place at the APCM which normally happerLS April or May each year. The churchwardens are elected annually. a third of the ordinary PCC members eath year and Deanery Synod members every three years12023 trhen 20261. It is practice that readers are elected to strdnd as ex officio PCC member& This is Vot on annually at the APCM Incumbent Curate Readers Rev. Lizzy Holland Vacart Mr. lStaIr Fletther Mrs. Dot Bakèr Mr. laTr MCCOH Churchwardens mr.mike Welsby IAlso Wice Chair) Mr. Ali5tair Fletcher Assistantto Wardens Mr.(hrT5 Lee Deanery Synod Represert Dr.Susan Craig Mr5. Gill Dottie (Resigned) MT5. Nonna Winsland Mr. Mike Welsby MrAlist3ir Fletrher Mrs. Lynne Robert5 (Resigned) Elected member5 until 2027 Mr. Chris Lee Mr.Tom Canty Mr. Roger Whitaker ISecretsry> Mrs. Susan West Mr. Derek Nuttall Mr5. Jo Kneale Elected members until 2026 Mr55usan Whitaker Mrs Bethan Dulley Mrs. Rebecca Wintner Mrs.Nicola Hazeldine Dr.George Kurivilla IResignedl Elected member5 until 2025 Mrs Jane Griffiths Mrssandie Paisley Mr& Rachel Fanner Mr. Michael Thwaite {R18e Co-opted member Mr. Stephen Butler (Treasurer) Page I
Building Supervisor Architect Director of Music Safeguarding Officer Assistant Safeguarding Health and Safety Officer5 Mr. Tudor Roberts (Resigned Drnber 2024> Mr. Andrew KeFwk Mr. Mike Thwaite Mrs.Chris Ford Mrs. Naomi 5drf Mrs Gill Chamber5 {Resigned 2024) Mr.Andy Ford Mr.Nick Hazledine Mrs Sue Beecroft Bardays Bank CCLA Investrnent Management Ltd Whttnalls Recorder Grft Aid Secretary Banker5 Independent Financial Examineys Day to day management control of the diurch is exercised by the Standing Committee." Incumbent, Wardens.Treasurer and Secretary- contattable vta churth: 0151 428 6810 St.Peterfs Woolton PCC is a body corporate and operates under the Parochial Church Councils (Powers} Measure 1956 and the church representation rules. The PCC is a charity regtstered wtth the Charity Commission . CharÈty Number 1132014. ASI members of the PCC are registered as trustees with the Charlty Commission. The method of appointment of PCC members is set out in the Church Represenation Rules. All church members are encouraged to register on the Elettoral Roll and stand for elettion to PCC. Councillors are elected for a tem of three years. All Councillors are required to undertske Safeguarding Training and be subject to an enhanced DBS checL Induction Training is also given to indude - Trustee responsibilities; basic Health and Safety, in¢luding risk asse55menL The PCC operates three sutKommittees . Standing Committee ITnce & Fabric Committee Mission Committee The PCC also oversees two more committees/gr¢Jups Safeguarding Committee Health & Safety Group Membership of the Sub commtttees comprise . Standlns Commlttev. Incumbent, Churth Warden5,Trea5urer and Secretary Falxic & Finan Committee Incumbent. Curate. Church Wardens.Treasurer &cretary. Buiklings Supervisor. Mrs. Lauren Fletcher (Chairl Missitin Committee Incumbent.Curate. 5ecretary.Trea5urer, Mr. lan Mccoll. Mr.Stephen Mccardle {Chair), Mr, Mike Welsby (Warden). Assistant Safe8uardin8 Officer and Miss Kathryn Taylor. Pa8e 2
To identtfy major risks. the Finance and Fabric Committee consider risk assessments. Procedures are put in place to manage those risks and minimise their impact on the Itfe of the Church. The Health and Safety group will input where necessary. Financial Risks An annual budget is prepared to ensure short temi viability. Actual results ompared with budget are reported at every Fabric & Finan meeting- The commtttee reviews the investments held by the PCC annualty. Investments are only made in approved low risk funds approved for charity use. Health & Safety Specific p)dureS for recording incidents are in place and the ¥x)licy approved 2018 is revi1 annually. safeguarding DBS Certificates . All members of PCC and all adults who 5upervi5e any group Ichild.youth or adult) are required to hold a current DBS certificate. 5afeguardin8 Training: The Churrh of England hast*D on-line training course5 which all adults who are members of the PCC or who supeNise any group are required to pass lone or both courses depending on the rolel. Safe8uardin8 now include5 childi yollth and vulnerable adult Safer RKruitment: The robust process of safer recruitment indudin& application references, interviews and ongoing supervision is a priorlty in our commitment to 5afe8uardin8. The P.QC. is committed to fulfilling its. re5ponsibiltties to ensure that children and vulnerable adults are protetted through all church attivitEs. St Peter's in the heart of Woolton Willage. is a bu. lively church. Our Sunday seNices and children's groups attrart around 47 per week. It 15 very encourawng to see the numbers retumin8 following t difficulties of the last couple of year We have many all age groups attad to our church that meet on a weekly or monthly basls and we continue to expand acttvÈties on offer to our local community through Yhe Hub", thurch run communtty base housed within thÈ Simon Peter Centre. We are known worldwde as the°Beatles Church.. our hurth hall being where John met Paul and the grave of Eleanor Rigby lies in our chutrchyard. We are a stop off point for the Fab 4 Taxi Tour The 8eneral functions of the PCC are stated within Section 2 of the Parothial Church Counc51s' (Powers) Measures 1956 which states that the PCC°Isto operate with the minister in promoting in the parish the whole mission of the Churth. pastoral. evangelical. social and ecumenical." When plannin8 our acti¥tties for the year the PCC gives consideration to the Charity Commission's guidan on public beneftt and in particular. the specific guidan to dritIeS concemed with the advancement of religion.
During 2024the chufch began to settle again as a oynmunity with the end of thè interre8num afid # new Rector beingfirmly in post. This prov for opportuniiie5 nitiatit0 begin and for curyent proje£tsto be rÈfreshÈd. H05ting the"Belng With" coutse which led around 10 of our mombeT5 to confirmaiion PdrtTcipating irt our deanery wde marriage preparation tlay. Welcoming rne ofour mission partnersto share update5 abtthr wrKk in our Continuing to invest in our chiklren's aThl yth minislry. To expand our mlnistywith young people and in}t In the church of the fUre. Welcomlng mary families to chvrch for speclal and signrficant IJth as morriages, bapti%T15. funero15 and burial of ashesseFvKe5. Continuingto wdcome many member5 ofthe community intDthe hub each De¥etopiftg ourconnertion and ministry with Bi51w Martin Primary School.. includirE preparing children in Yeats 5 and 6 to r1ve Hoty Communion. Leading special service5throughouttheiEar indudinE during Hoty Week. Christmas and and RemembrarKe. The P.CC is pleased with rfs achievementsagain%t objeclivesset out in the P0$ The Electoral Roll was required to be completely reNsed in 2019 Inext completo reVES due in 20251 and post rewsion the number of adultson it n4Jmbered around 240. A5 With ChL5rch uf England njles. a period of interim Thi5ton take5 Pla fora couple of weeks befo the APCM where new churth member5 can appty and members wtho are no longer with us removed. Norrnal: Two Sundayservicèsand Thjrsday nMJmtng Communion, asy11 as peric#l "speclals- eg Good Friday. There is a monthly Vlorship through Pkny" servicè aimed at pre-school and infantthildren and theirtsm Typical attendan was Sunday 8 am Communion- 50. 1030 am Main servi- 253. Thursday am Communion- 35 weddings and funerals ofboth churth membets and members ofthe wlder communlty. lft the pastyearwe have Onagain been able to offer beavemert cDur5e which W35 grateful received byth05e attendetl. Horne visits includingtsking Holy The weekly Luncheon aub 15 as w)pularas e4w.with some changes male due to new re8ulations around food . Page4
Bishop Martin Sdw)ol The PCC 4ppornt Foundation Governor5from Church members to tl G¢)verning Bcdy of the school. Weekty seryices plus other$pial ser5 eg JeaNErs take place. The PCC gets a regular report from the Governor5 who are PCC members Youth and thildTEn'sWork Our youth and children's ministry is Eed by a team of volunteers who plan. organise and dellvergroups throughout the week indLrding 2 min1&W$ Groups. Sunday morning gmups. a Week Link aLsb and Worship thri)u8h Play On a month. The PCC acknowles that a gap remainsfor our older young pe and this is a priorityto be addressed. Training and support for children's leaders and helper5 ha5 continued. is an acknowledgement that recruiting sufficient leaders can be a Challenge. Chuwth Buildi In 2023 it berame apparent that the P.CC would likely hwe to address a numtr of Issues in relation to the church and a55rKiated buiklings iTKludin& inter alia, the need to replace the eSting boiler and related pipeworvradiators in the thurch and addressing other serious is5ue5 concerning the drainage i5SUe5 from the roof which had caused damage to the ¢j0 on two prior occassior5. tr[ng 2024 we undertook rerne(fral work on the North and South valley5. Some Dry Rot issue5 were discovered during work on the North Valley which also had to befixed. Ill 2023 the P.CG tsar[red approx£155k of legacyincome rEceived over the13st Coup of year5 from General Funds to Lk5ignated Fund5 to Fneet the costs of these major woiects. Durire 2024 we paid approx £61k f¢x these proieusout ¢)f desiBnatedftwKI&
This is our }rlon for the fure To be 8rowin8 kn love for God Through transforming encounters with God by his word and spirit . Through helping all ages grow in relationhip with God. Through all our 5ervice5 includ¥ng wethlin85,funerals and baptisms. To be groiTo be 8rowin8 in kn for each other Through building a (aring fellowship where all can belong. Through knowing God's word deepty and working out our calling in relationship with one another. Through testifying to God's faithfulness in joys,trials and sufferin& praying for and carrying out one anothees burden5. Through using our tslents /resources/grfts to build one another up and to serve. To be 8Towln8 in love forthe world By prdytng for our frontliTKs ,iity arKI workl . by using our tdlents and gift5 thereby testtfying to God's love. being salt arKi ltht where we are. By grving generousty to SUPE mission and ministry localty and across the world. During 2023 we began exploring On again this mission ststement to inspire all who attend seICeS and ci)nnettwith the thurch with a KIn of what growing in love coukl look Ilke and the tranSf0rnti0n it will bring. During 2025 our intention is to continue thi5 work and tt) draw tO8ether a str3te8y forfvrthering th mi$5ion and vision.
Finan(ial Review In 2024 we generated £254.323 of unrestricted income and spent £265.811 on general expenditure During 2023 the PCC was aware that it faced considerdble expenditure on major projects including replacing the thurch boiler and heating system as well as stsrting work to reconfigure the drainage hathare in the North and South valleys. defects in each which had previously caused daimsto be made against our insurers in respect of damage to the organ . Accordingly the PCC designated £155k of legacy income to cover the costs of these major projects. In 2024 the PCC paid opprox £61.416 from these reserves to cover the drdinage issue5 wbich also included an element followingthe discovery of Dry Rot issues in the North v3lley/Chapel of the Good Shepherd. The P.C.C was abte to redaim the VAT charged on these costs under the Listed Places of Worship Scheme Via the DepL for MediaKulture and Spor The project to replace the churth boilerlpipework ha5 progre55ed with formal quotes being sourced and the necessary faculty being granted in Febnjary 202S and the formal order ha5 been placed with the contractor. The i55ue of grants awdilable towards these costs is linked to community use of the building. The timeframe required to complete a thorough review and inplementation of any such cnmmunity use project will probably extend well into 2026 and li8ht of the fad that the boiler is over 30 years old the PCC will be recommending the projert 80es ahead without any grant monies as the risk of bailer failure is too high. TowdTd5 the end of the finanaal year the PCC instructed our Qvinquennial Architect to undertake a review of the Church Roof . The recommendations contained within that report were notvery encoura8in8 insofar as the roof wa sseemingly not in as gwd a stste of repair as had been previously t1ught and that the estimated costs of repfactng the r(M)f would be in the region of Elm Further InVestatio10n work will undoubtedly be required to deterniine the expetted timeframes involved as regards the urgency or otherwise of the project. Page 7
The majortty of our income rame from churth members who supported the thurch through our planned giving scheme. During the year we received £170.413 of planned givir induding Gift Atd Tax recovery. The total includes giving wa the Parish Giving Scheme. regular stsndiTrg orders and monies receivÈd via Charities Aid Foundation and Stewardship schemes plus our annual daim for Gift Aid on small donations and gtving apFeal . The fi8ure also induded one off donations made wa the Parish GnrtngSdrne. We also rÈteived £4S.(XJO by way of legary income whRth has been dwnated as a Fabric re5er¥e. Other irtcome included offertory plate. statutory fees receivable for Weddi5 and FuneraLs. Hall rental i10Me. The contribution from Heritage Income from sales of Tr Beatles" rnerchandi5e and mernorabilia has reduced con5ideTrbly as per)nnel have stepped down. During the year the Church red £1.[ of Dic(esan Grants towards Marriage Preparation course plus a further grant of £2.LKKI towards specii5t furniture for the Worship through Way thildren's group. Glvlng The PCC maintains its policy of commrttin8 10% of its income from the Parish GNing Scheme and re8ular Standing Ordersto other mission and tharities. Based on the current yeavs pledged irthme a prowsion £18.440 has rnade in respect of the 2024 rrthe12023 £18A531 Land & Buildin85 The the properttÈ5 owned bythe Cjwrth have not been revalued in 2024 rr has any depreciatton been charged. Any valuation of the Church Hall and Sirrnn Peter Centre is problematical due to the restrictiors ontheir use and thèir ktttion a Conseryion Area. The walue ofthe nkSIde Road property remains undeThaltMI given the housing market. The Trustee5 have deemed that specialist valuation cosLs would not be justified and there are no plar75 to dispose of the property. Following our Lwdte's leawn8 in 2023 we have started to let the property on the open market. The PCC aimsto maintan a balance on unreStrirt funds that equates to three months of unrestricted fixed payments. to ersure that the charity ran rnthese Based on the unrestricted spend in 2024 this contingency reserve equates to approx £67k At 31st Decemkn 2024 the balarKe of Ule5 Lltrrertt net Jssets amouTrtedto E112k The financial budget for 2025 5hrn¥5 a proiecÈed deficFt of £5320- the PCC 15 looking to recruit a youth worker btrt further work É5 required to detem)ine thefull job desuiption, salary package and the necessaryfunding. Due to these elements the buflget has exduded any such costs Pagp 8
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Balance Sheet as at 31st Decernber 2024 2024 2023 FIXED ASSErs Tangible Investments 905.152 60,603 900.OCKI 59,296 965.7)5 959,296 CURRENT ASSErs Debtors Short Term Deposits Cash at bank and in hand 12.623 31x1,431 103,800 13,098 334,172 94,118 416,854 441,388 LIABILMES Creditors- amounts falling due within one year {40.627) (34,407} NET CURRENT ASSEfs/(UABILmES} 376,227 406,981 TOTAL ASSEtS LESS CURRE1 UABILMES 1,341,982 1,366,277 TOTAL ASSErs 1,341.982 1,366,277 PARISH FUNDS Unrestricted Designated Restricted Endowment io 984,325 253,778 53,511 50,368 994,295 270,194 52,412 49,376 io io io 1.341.982 1.366,277 The notes on pages 12 to 19 forni part of these accounts Approved by the Parochial Church Council on 8th April 2025 and signed on its beha by Rev Lizzy Holland E.Holland Incumbent A F Fletcher G Fletcher Warden Page 10
Statement of Cash Flow for the year ended 31st Dember 2024 TOTAL FUNDS 2024 Z023 Cash flow from operating activitses Net cash provided by/(used in) operating activitie5 (33.539) {16,037) Cash fk)w frorn investing actritses Dividends and Interest 17.246 10,502 Change in cash and equiwdlents in accounting period Movement in Period Opening Cash at Bankers aosing cash at Bankers and cash equivalert5 (24,0591 428.290 404.231 (6,129) 434.419 428,290 Reconciliati( of net income/(expenditure) to net cash flow from operating attivitses TOTAL FUNDS 2024 Net movement in funds for the reporting period (24.295) (6,129) Adjustrnents for Gains/(Loss) on Investments Dividends and Interest Decrease/llncrease) In Stock Decreaselllncrease) in Debtors Increasel(Decrease in Creditors 1.307 (17.246) 4,359 [10,502} 2,524 {2,089} (4,200) 475 6,220 Net cash provided by/(used in) operatlng attivlties 133.539) (16.037) Analysis of cash and cash equlvalents . Short term depostts Cash at bank and in hand 300,431 103A(K) 334,172 94,118 Total cash and cash equivalents 404.231 428,290 Pase 11
The financaal statements have been prepared under the historic cost convention {a5 modified for revaluation of ortain investments). They have been ppad in accordance wrth Accounting and Reporting by Charities: Statement of Recommended Prattice (SORP) applirable to rharities preparin8 their accounts in accordance with the Fifiancial Reportlng Standard {FRS1021 ,Church Accounting Regulations 2(XA applicable UK Accounting Standard5 and the Charities Act 2011. Funds Where there ts a legal re5Ericiion on purpose to whith a fund may be put, the fund is classffied in the accounts as a restricted fund. Other funds are classified as unrestricted funds . Those frjnds which are not legal restritted which the Trustee5 have thosen to earmark for set purposes are ctas5ed as desi8nated funds. Endowment funds are restricted fvnds Whe the capitsl must be maintained. Income arising from the Investme may be used for restricted or unrestricred purposes depending on the purpose for whith the fund was established. All incoming resour$ are included in full in the Ststement of Financial Artivit5 ISOFAI as soon as three fattors can be met: Entitlement- where the Charity has a legal and enforceable right to the resour. Certainty- where there is reasonable rtaInrythat the incoming resour will be received. Measurement- where the value of the incoming resource can be measured with sufficient reliability. Therefore. planned giving,collection5 and donations are onty recognised once they are received . Grants and 8aCleS are accounted for when PCC is legally entided to them and the amount can be reasonably estimated. All incomin8 expenditure ts accounted for gross All expenditure is recognised On there is a legal, constructive obligation to make a pat to a third party. Costs of generating funds cornpr the costs associated with attracting voluntsry income and costs of running fundraising events . Church expendtture compr5 those costs incurred by the charity in the running of the church and delivery of its, activities and services for its, beneficiaries. Goverance costs are minimal . Pa8e 12
Fixed Assets 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 as regards use and that the buildings are sited within a Conservation Area. No value is plad on moveable church fumishing5 held bythe church wardens on special trnst for the PCC. These require a faculty for disposal as the PCC considers them to be inalienable property. Equipment Used wÉthin the church is capitalised Whe its purchase price exceeds £l.000. Assets are depreciated on a straight line basis over the estimated useful life of the asset. Most equipment is depreciated over four years vi Investments are valued at their market value a5 at 315t December 2024. Page 13
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Staff Costs Wages and Salaries Employer Pension Costs 40.227 S51 36.337 40.778 36,835 There were four staff member5 employed by PCC duting 2024. All were part time. One memberof staff is dosely related to a PCC member. the TrustÈe5 of d)arÈty. Their remuneration is reviewed by the Fabric and Finance CommFttee and approved by PCC as a whole. Ottr*rTrustees and related parties have been reimbursed only for dirett expen incurred during the period. No Trustee has approved their own payments. nd& Buildi Equi1)ent Total At 1st January 2024 Additions Disposals At 31st December 2024 9.c 905,854 Depreciation At 1st January 2024 Char8efor Year Disposa15 At 31st December 2024 702 702 Nil 702 702 Net Bwk Value 315t Dmber 2024 5,152 905,IS2 Net Bookvalue 31st December 2023 Nil 900.CQQ The Simon Peter Centre has been wdlued on the assumption that it is the proFRrty of the PCC but no title deeds are known to exÈst The separatevaluation of thesimon Peter Centre induded in the CoUnts is E240.1 Market Value at Istjanuary 2024 Purthases at Cost Disposals at carryin8 value Revaluation Gain/lLossl 59.296 54.937 1307 4.359 Market Value at 31st December 2024 60.603 59,296 Page 16
Investments. contin1 2024 2023 The market value at 315t December 2024 represents Investments for: Unrestricted Funds Endowment Funds 16.229 44374 15,914 43,382 60.603 59,296 Debtors 2024 2023 Prepayments Other Debtors 11,661 962 11,708 1,390 12,623 13,098 Creditors 2024 2023 Accruals for utilities & other costs Other Creditors 20,877 19,750 24.025 IOA82 40.627 34,407 All creditors are due within one year and artse from unrestricted funds. The total Designated Funds at 31st December 2024 stands at £253,778 of which £186,706 is designated for Fabric of Buildings and £67,072 re Worship Endowment funds are invested on the PCCS behalf by Liverpool Di0e and relate to several different grave and churchyard funds to be used on the rna1ntenan of graves and the churchyard. The Mary Jane Cross Fund is a separate endowment fund .not controlled by the PCC and therefore not included in these financial statements but funds are received periodically to be spent on the relief of the poor in the parish. At 31st Drnber 2024 the PCC held £11.473 of Mary Jane Cross Fund monies which are held in restricted funds to be distributed by the Rector. The PCC held other re5tT7Cted funds at the stsrt of 2024 in 2013 funds were given for expenditure on projectors and screens within church premises. At 315t December 2024 the remaining balance £1,691 to be spent on fiJrther investmenVupgrades/maintenance of screens and audio equipment. The balance of the legacy feceived in 2020 is £39,685 During the year the PCC was awarded a grant towards marriage preparation courses of £l,CK)O. At 31st December the balan was £662 Page 17
Balancea5 * tstjanuary 2024 Incomiryg Resources Inve5trnentlncorne 52.412 49376 I25) 16L416} Inve5trnent Galn/lL0551 TrdThsfers 992 BanCe& at3Ltt Decemtw2024 53.511 2024 Tawble fuedA55ets InvÈsErnÈnts CurrefttAssots abilitie5 gD5,152 16.229 103.571 140M71 5,152 44,374 253.778 53,511 416.854 140.6271 Fund tance at31st De¢wnber2024 253.778 53.sii 1341.982 N1COmIng re%MIrasmed afterchniry". 40 OpeTrting leasereThta15
Indwdent Examinff s Report to the trustee5 of SL Peterfs Chllr Woolton The tntstccs rc%xKNlJk fot the prcpatth of the accoun Thc tsustces considct that. an audit ts not requirnl for this year sectioo 144(?) of the Ctotilits A¢t 2011 lthe 2011 Ao) and that an iodq)en(knt It ismy re$11111ty to.. examine the afyrounts wmler stttion 145 of the 2011 A¢ lo follow the Proced laid down iti Ibe gener21 Directions givell by the CIMity CMMiSsion uuder section 145(5Xb) of the ?01 l Ac4 2nd My examiJJation wa5 carried (Art in aD[dance with the geftwdl Directions given by the Charity Commission. An examinatioft IldeS a review of the ac¢ouDtin8 T5 kept by the charity and a comparison of the accoun and seeking p1anatiO$ from y(w as tnts coucerning any such matter& The procedures do not proTride all the evidence tlw Thld be fqUiTed iti an audit and cOrentlY rjo opinion is given as to whethcr the 2cc(Amts present a 'true and fair fview. and the ryrt is limited to those maiters set out in the next sial¢nDL of thr2011 A have not beeD met or (?}to which, in Iny Opini attentioll dM)uld be dtawn in onlerlo enable a Prondanajtig of the a¢ll1 -F*L Paul Flynn FCCA it¥hell Charlowt orth 14th FIr)r. The Ptaza IQO Old H211 Street Liverpool Li 9QJ 2210412025