2023-12-31-accounts - The Parochial Church Council Of The Ecclesiastical Parish Of Church Hulme

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Section A

Trustees' Annual Report for the period

	Period start date	Period start date			Period end date	Period end date
	Day	Month	Year		Day	Month	Year
From	1	Jan	2023	To	31	Dec	2023

Reference and administration details

Charity name[The Parochial Church Council of the Ecclesiastical Parish ] of Church Hulme

Other names charity is known by St Luke’s PCC

Registered charity number (if any) 1132587

Parkway Holmes Chapel Postcode CW4 7BA

Names of the charity trustees who managed the charity during the period

Trustee name	Office (if any)	Dates acted if not for whole year
Canon Rob McLaren	Vicar and Chairman
Janet Chettle	Secretary
Rachel Copley
Peter Cotton	Assistant Churchwarden
Valerie Cragg		1 Jan to 4 May 2023
Alison Dale
Timothy Fryer	Deanery Synod Rep.
Stephen Haigh
William Hall
Yvonne Janvier	Assistant Churchwarden
Thomas Trevor Jenkins	Treasurer
Wendy Macdonald	Director of Music
Fiona Pullé	Genesis Leader
Alan Rickards
Barbara Smith	Deanery Synod Rep.
Stephen Smith	Electoral Roll Officer
Jayne Weaver	Churchwarden
Charlotte Webb	Assistant Churchwarden
Allan Whiston	Safeguarding Officer

Names of the trustees for the charity, if any, (for example, any custodian trustees)

	Name	Dates acted if not for whole year
	NONE

TAR - 2023

Names and addresses of advisers (Optional information) Type of adviser Name Address NONE

Name of chief executive or names of senior staff members (Optional information)

NONE

Section B Structure, governance and management

Description of the charity’s trusts

Type of governing document The Parochial Church Council Powers Measure (1956) as amended, and the Church Representation Rules (contained in Schedule 3 of the Synodical Government Measure (1969) last amended in Jul 2023 How the charity is constituted Body corporate Trustee selection methods The composition of the Parochial Church Council (PCC) and method of appointing its trustee members from persons on the Parish Electoral Roll follow that required by the Church Representation Rules. A new Roll was prepared for the Annual Parochial Church Meeting in April 2019 for the period 2019-2025 with 187 members on it. The Roll is updated annually for the Annual Parochial Church Meeting and at 20 May 2023 comprised 222 members.

Additional governance issues (Optional information)

You may choose to include additional information, where relevant, about:

Administration - The PCC is normally chaired by the vicar and is responsible for
• policies and managing the Parochial Church budget and expenditure, the care and upkeep of St Luke’s Church, Church Hall and churchyards, and for providing a link between
procedures adopted for parishioners and the Chester Diocesan Bishop and his staff.
the induction and training of trustees; Risk Management - As a registered charity, the PCC is required to operate with the necessary transparency and good governance. It reviews its financial and policy
• the charity’s arrangements regularly to ensure they continue to meet those requirements, organisational structure including those for data protection, health and safety, and safeguarding young and any wider network people and vulnerable adults. with which the charity New members of the PCC are briefed about their responsibilities as trustees of the
works; charity and provided with information from the Charity Commission. All members of
• relationship with any the PCC and those responsible for our children and youth groups have completed the appropriate levels of online safeguarding training via the Church of England
related parties; portal. To ensure that any potential safeguarding concern is reported promptly, the
• trustees’ consideration necessary information about how to do this is posted in the Church porch, Hall and website at https://stlkhc.uk.
of major risks and the system and procedures to manage them.

TAR - 2023

Section C Objectives and activities

Summary of the objects of the charity set out in its governing document

Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)

Promoting the whole mission of the Church in the ecclesiastical parish of Church Hulme (Holmes Chapel and Cranage) – serving Christ in our local community so that all can share in the joy of God’s love.

The PCC’s principal object is to work with the incumbent to help promote and teach the Gospel of our Lord Jesus Christ according to the doctrines and practices of the Church of England within the parish and local community of Holmes Chapel, and to ensure that Church life and work helps fulfil that object for the greater public benefit. In planning and carrying out its activities in 2023, the PCC continued to note the Commission’s guidance on delivering public benefit for charities engaged in the advancement of religion.

The PCC’s activities aim to help ordinary people in the parish live out their Christian faith within the local community, provide pastoral care for those living within the parish, as well as support missionary and other outreach work outside the parish. Services and worship at St Luke’s aim to put faith into practice through prayer, scripture-based teaching, music and sacrament, balancing support for existing Church members and encouragement for new people to join. The PCC is responsible for the care and upkeep of St Luke’s church, a Grade I listed building dating from about 1430 situated in an elevated position in the central conservation area of Holmes Chapel. The PCC is also responsible for managing and maintaining the separate, modern Church Hall, and for the upkeep of the churchyard adjoining the church and for the separate churchyard in Knutsford Road in current use for burials and interment of ashes.

Ensuring that all Church facilities and buildings remain in good order and fit for these purposes and comply with public use requirements is an important PCC responsibility.

Additional details of objectives and activities (Optional information)

You may choose to include further statements, where relevant, about:

policy on grant making;
policy programme related investment;
contribution made by volunteers.

Volunteers – All activities overseen by the PCC other than cleaning the church and church hall are carried out on a voluntary basis. The PCC relies entirely on the efforts of these volunteers many with official roles but others serving regularly in small teams and committees, such as the bell ringers, flower arrangers, social and hall committees. The regular voluntary commitment of time, skills and experience by these volunteers helps St Luke’s fulfil its charitable objects as an active and caring church within the local community.

TAR - 2023

Section D Achievements and performance

Summary of the main achievements of the charity during the year 2022

Mission and Evangelism - Helping those in need demonstrates Christian faith and supports the PCC’s charitable objects and mission. St Luke’s continues its active support of the Barnabus charity with regular donations of food and clothing to help relieve the hardship and distress of the homeless and destitute in Manchester. Regular donations have again been sent during 2023 to help support the inner-city parish of St Luke, Brinnington.

The PCC supports the concept of the Parish Share through which all parishes contribute to a central diocesan fund based on ability to pay which ensures that hard-up parishes can still be provided with clergy and support. The PCC sees its continuing payment of a higher-than-average Parish Share contribution in 2023 as partial fulfilment of its charitable objects.

Young people – Sunday School activities under the ‘Genesis’ name for children from ages 2 – 11 years continues to be well supported. The aims remain the same, providing a regular pattern of Bible-based worship and teaching to the children of our congregation, as well as reaching out to those of families in the wider community.

The “Exodus” group (set up in 2021) continues to provide regular Church based activities for older children (11-17s) in the parish. A new group “Early Birds” was set up in September for toddlers and parents/carers in the parish meeting weekly in school term-time staffed by volunteers from St Luke’s.

Activities with local Christian Churches and the wider community – The PCC actively co-operates with the local Roman Catholic and Methodist Churches as Churches Together and in Christian Aid to help fulfil the wider Christian mission in the community.

The PCC continues to maintain a good relationship with Holmes Chapel Parish Council and actively supports village community activities such as the Christmas Fair, making the church building and hall facilities freely available.

Communications – The PCC uses a broad approach to communicate its mission to help develop Christian faith in the local community. It publishes an affordable (60p per issue), commercially printed Church Magazine, supported by local advertisers and delivered by volunteers to around 280 subscribers, many of whom are not regular churchgoers. The regular Link news sheet is provided to all adults attending Sunday and Wednesday Church services. The Church website (https://stlkhc.uk) and Facebook page (@stlukesholmeschapel) are regularly updated with contact information, pictures and other topical church related items.

St Luke’s Church Hall - The PCC owns, maintains and manages the modern Church Hall as an essential resource for Church activities and as part of its outreach to the local community. Further maintenance and refurbishments have been performed during the year.

Use of the main hall and its meeting room by community and Church groups has continued to increase and is now at pre-Covid level.

Knutsford Road churchyard - The PCC maintains the large Knutsford Road churchyard, owned by the Church, as a burial ground for the benefit of residents of Holmes Chapel and Cranage. The adjoining new extension land is now used for all new burials and interment of ashes. The churchyard continues to be kept in good order by contract gardeners with periodic voluntary help from a team of regular churchgoers.

TAR - 2023

Section E Financial review

Brief statement of the charity’s policy on reserves

The PCC's policy is to maintain a balance in its general unrestricted fund of approximately three months of unrestricted payments, as contingency against unforeseen situations.

Available reserves at year end were above the three-month level, but outstanding invoices to be payable in January 2024 for repairs to the Bell Chamber will bring reserves more in line with the policy target.

Details of any funds materially in deficit

At the end of 2023, the Organ and Lighting fund was £2,920 in deficit. The PCC has agreed to discharge any remaining deficit not reduced by further donations by the end of 2024.

Further financial review details (Optional information)

You may choose to include additional information, where relevant about:

the charity’s principal sources of funds (including any fundraising);
how expenditure has supported the key objectives of the charity;
investment policy and objectives including any ethical investment policy adopted.

The PCC’s principal source of funds continues to be regular donations by church members, 66% of which are under the formal Planned Giving scheme. Most of these donations are Gift Aided, increasing the effective contribution to 80% of all donations received.

In 2023 the PCC increased its donations to other charities by 50% to £6,606.

Significant amounts were also spent on maintaining the church fabric and improving facilities, ensuring continued use of the church building to promote its objectives in the parish and local community.

During the year, changes were made to PCC investment policy, including aligning it with Church of England guidance on ethical investments.

The primary objectives of the PCC investment policy continue to be preserving the charity’s overall capital whilst generating sufficient sustainable income to help support church activities and projects by investments which align with the Church’s values and mission.

Significant short term PCC fund balances continue to be held in secure interestbearing accounts.

Section F Other optional information

Section G Declaration

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

Signature: Full name: Stephen Collyer Smith Position: Trustee and Electoral Roll Officer Date 27 Oct 2024

TAR - 2023

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omparedwith2022
CHARITY		2023	2022 1	2021
+arnabas Aid -Syria& Turkey EarthquakeAp1	laI	£307
BarnabasAid - Morocco Earthquake Appeal		£577
BarnabasAid -ChristmasAppeal		£281
Barnabus				£31
BritishRed Cross		£lOO
ChesterCathedral				£25
Children'sSocie1		£558	£417	£334
ChristianAid		£577		£42
DECUkrainian Appeal			Ul
Wey BreedSociety		£50
RoyalBritishLegion		£571	£452	£380
Salta		£1,000	£500
StGeorge's Hartlepool (Knitted Bible) StLuke'sBrinnington		£250 W5	£250 W2	£1,250
)				£14
Tearfund		£1,085	£400
TOTAL		£6,606		£2,076

Fortheperiodfro	m01 Januar	yto31Dece	mber 2023
	Unrestricted funds	Designated funds	RestriiQ funds	funds	year
					total
					funds
Receipts
Donationsandlegacies Income from charitable activities Other trading activities Investments Other income	116,661 16.437 4,608 0 0	2,018 o 12,228 2.230 0	1,765 1lo,4@ 143.862 +taB]:dig 883 17,719 12,823 172 2.402 737 0 0 0
_Total Receipts	137,701	16,476	2,820	157,002	174,287
Layments Raisingfund€ Expenditure on charitable activities Other expenditure	300 121 ,538 0	37 15, 177 0	189 10,681 0	526 147,396 0	363 221,263 0
Total Payments	W2	W5	10,870	147,922	221,626
EicissofmiMMIlle–rR beforetransfer	15,868	1,262	8		(aiM
Transfers
Gross transfers between funds - in Gross transfers betweenfunds-M	33 _(40,577)	40.032 0	545 40.610 (D3 J40,61 onE		177.336 iii)
Excess of receipts over payments before	(24,676)	41a2	(7.538)	9,080	(47,340)
othergains
Gain on revaluation of fixed assets					(300)
Net movementinfunds	(24,676)	41.294	(7,538)	9,080	(47,tao)
Reconciliation of funds
Excess of receipts over payments at beginning of the year	69,486	62,319	11,127	142,932	190,572
Excess of receipts over payments for	44,810	103,613	3,589	152,012	142,932
the year
Represented by Unrestricted GeneralFund	44.810	o	–l44:8la		69.486
+esi9nated
BellRingers ChurchFabric Fund ChurchHall Social Committee	0 0 0 0	283 93.595 9,477 258	0 0 0 0	283 93,595 9.477 258	231 54.996 6.797 295
Restricted
MiAdIme Organ PewCushions	0 0 0	0 0 0	6,010 (2,916) 495	6,010 (2,916) 495	16,459 (5,827) 495
Page17

	Unrestricted	DesignR	Restricted	Thisyear	Lastyear
				total	total
INCOME AND ENDOWMENTS FROM
Donationsandlegacies 0101- GiftAid-Bank g110- GiftAid-Envelopes 0201-Otherplannedgiving_ 0301-Looseplate collections 4310 - DigitalGiving_ 0410 -Giving through churchboxes 0501 -Oneoff Gift Aid gifts 0550- Donations appeals etc 0601 -Tax recoverable on Gift Aid 08AI - Non-recurring oneoff grants 0901- Qtyer funds generated	60,999 9, 560 8, 847 5,729 4,041 0 2, 100 459 20,879 2,400 1 ,647	0 0 0 0 3 0 0 120 0 669 1,226	0 0 0 0 366 0 0 1 ,287 19 93 0	60,999 9.560 8,847 i:721 4,410 0 2.100 1,866 20.898 3, 162 2.873	54,796 9.803 10,082 7.018 293 276 12 27, 927 22.207 9,614 1.834
P9nations and le9acie+TVa+	116,661	2,018	1 ,765	120,444	143,862
Income from charitable activities
1101-Feesfor weddings and funerals Income from charitable activities Totals	16,437 16,437	0 0	0 0	16,437 16,437	16,865 16,865
Other trading activities 0910- Rummage salesetc 0920- TicketSales- concerts, fetes, suppers,	0 0	0 11?	192 606	192 t23	10 511
etc
1220 - Bookstall sales - fund raising_ 1240-Churchhalllettings- fundraising J245- ElectricityJenerated 1250-Magazineincome-agvertLsing 1260- Parish magazine sales Othertrading activitiesTotals	0 0 0 2, 892 1 ,716 4,608	0 11,400 711 0 0 W2	85 0 0 0 0 m8	85 11.400 711 2.892 1,716 17,719	0 9.012 617 900 1,773 12,823
Investments
1020- Bankandbuilding societyinterest Investments Totals	0 0	2.230 2,230	172 172	2.402 2,402	737 737
Income and endowments Grand totals	137,706	16,476	2,820	157,002	174,287

	Unrestricted	Designated	Restricted	This	This	iasi
EXPENDITURE ON:				year total		year total
_Raisingfunds 1730- Costs of fetes & other events	10	37	182	229		112
1750- Finance Admin	290	0	7	297		251
Raising funds Totals	300	37	189	526		363
Expenditure on charitable activities Pgl Giving to missionary societies 1830- Giving - relief and development agencies 1850-Homemission 1870- Secular charities	1,000 577 1,900 50	0 d 0 0	0 0 0 0	1,000 577 1.900 50		750 0 1.918 0
1901- Stipends quota 1910 - Ministry parish shareetc 2001- Assistant staff costs	5.207 85.425 3.060	0 0 0	0 0 0	5,207 85,425 3,066		6.166 82, 936 2.290
2101 -Working expenses of incumbent 2120- Council tax	1,217 3.537	0 0	0 0	1 ,217 3,537		1 ,427 3.454
2140 -Watqpdes-VIcar&i 2170 - Education	404 262	0 0	0 0	404 262		159 40
2201-Parishtraining and mission ?301 - Church running-insurance 2320-Organ / piano tuning 2330. Church maintenance	45 {i® 407 556	0 0 a 536	0 0 0 0	45 1,740 407 1.091		0 2.457 425 397
_2331-Cleaning 2340 -Upkeepof services 2350 -Upkeepof churchyard 2360-Administration bEs eik8A/locuhk	1,325 572 5,796 1 ,361 60	6.348 60 0 0 0	0 0 0 1 0	7.673 632 5.796 1 ,362 60		7.657 1 ,789 8 ,367 2.736 546
2401 - Church running-electric 2410-Church running-gas 2420- Church running-water 2501- Magazine expenses 2510- Bookstall costs	808 1 ,486 97 3.050 0	0 0 0 0 0	0 0 0 0 0	808 1.486 97 3.050 0		398 1 ,792 83 3,752 28
2530-Hallrunning - electricity 2540 -HallrunninLgas 2550-Hallrunning - insurance ?®(LFlall running -maintenance 2570-Hallrunning - telephone 2580-Hallrunning - water 2601- Governance costs examination/auditfee	0 0 0 0 0 0 395	776 1 ,2–9} 797 615 324 521 0	0 0 0 00 0 0	776 1 ,292 09 615 324 521 395		613 1 ,122 508 928 389 312 44
_2602-Music &Copyrigh{LicMs& 2701-Church major repairs - structure 2710-Churchmajor repairs- installation 2720- Church interior and exterior decorating 2820 - Hall + major repairs - installation 2830 - Hall + interior and exterior decorating	957 0 244 0 0 0	139 2.722 755 0 0 293	0 0 10.680 0 0 0	1.096 2.722 11,679 0 0 293		883 0 49,011 £il} 14, 598 17,9?1
Bpenditure onchqritak?Ieactivities Totals	121 ,538	L5,177	10,681	147,396	221 ,263
Expenditure Grand totals	121 ,838	15,214	10,870	147,922	221 ,626

Classand nominalcode	Classand nominalcode	General	DesIgnated	Restricted	Total	Last
						year
Current Asset - Cash At Bank And	inHand
6501 : Cur PCC Church Barclays Current W04: (lu!(;hurchHall (Barclays) 6505: Cur BellringqH (B_qrclays)_ 6531 : CBF PCC General 65321) ns		39,763 I0 33 0	0 5,599 283 39,849 3,692	W35H3 0 0 3 o	228 45,962 5,599 2,982 283 231 39.88540.148 3:datITbIt
6562: Dep Church Fabric BarclaysDeposit_ 6582: PC Vestry petty cash 498;}: PQ Social committee Petty Cash 9584:PC ChurchHall @tty Cas) Total		U2L 138 I 0 39,687	53.451 0 17 187 103,078	8,121 0 0 0 5	61.325 138 17 187 54	46,633 124 53 236 139,946
Current Asset - Debtors
6401: Dbr HMRC Gift Aid Z05:AccountsReceivable		6,262 166	0 535	0 0	6.262 701	4.844 0
	Total	6,428	535	0	6,963	4,844
Liability - Agency Accounts 6699: Agency collections	Total	Q 0	I0	A 0	0 0	&3 53
Liability - Creditors: Amounts Falling Due in One Year PWynpresentedchejues a 494:AccountsPayable 1,261 Total 1.305			0 0 0	o 0 0	r48 1.261 0 1,305 1,805
Nettba		44,810	103,613	3.589	152.011	142.iiI
Representedby_ General(Unrestric@ P9signated -Bring_ Designated-Chall Designated-ChuFabriq Designated- SocCte£ Restricted-MlisProi Restricted-Organ Restricted-Pew		44,810 0 0 0 0 0 0 0	0 283 9,477 93.595 258 0 0 0	0 [ o 0 0 6,010 (2,912 495	44.810 283 6.477 93,595 258 6,010 )]5 495	69.486 231 6.797 54,996 295 16,459 ) 495
	Total	44,810	103l6	3,589	152,012	142,931

cm	Welling	Welling	Inconling Outgohr	Inconling Outgohr		sTeihidE		Closing
r		69 ,486	137 ,40,544)			0	0	44 ,810
	Sub-to+aIs	W,486	137,706	121,838	m,544)	0	0	44,810
eRr FM> i
Designated SWtQtPls		54,996 54,996	2,905 2,905	4,306 4,306	40,000 40,00Q	0 0	0 0	93.595 93,595
Organ Restricted	suthoh	(5,827) (5,827)	2.555 2,559	189 189	545 545	0 0	0 0	(2,916) (2,916)
Pew
Restricted		495	0	0	0	0	0	495
	Sub-totals	495	0	0	a	0	0	495
_MisProj Restricted	Sub-totals	16,459 16.459	265 265	10,681 IO,681	(33) (33)	0 0	0 0	6,010 6,010
Chall
pesignated_ Sub-totals		6,797 6,797	'3,491 13,491	10,811 IO,811	0 0	0 0	4 0	9,477
SocCtee
Designated	Sub-totals	295 295	0 0	37 37	0	_0	0 0	258 258
Bring Designated		231	80	60	32	0	0	283
	Sub-totals	231	80	60	32	0	0	283
	Totals	142,932	157,002	147,922	0	0	0	152,012

Description	Amount	Cr
B-rI;Fe-lb	£
ChurchFabricFund agreed byPCCon13
March 2023
Contribution toBelfringersann)	£32		Bellringers
Organisa8 ad a	e		Organ&
Fund VergerfeesdonatedtodrganfLighngm	e		ma
			hti
redonation to Organ & LightingFund			Organ&
CranageREAdjustmeit	n	RE	;ht

Account	Date	Number	Reinvested	Reinvested	Additional	Valueof	TotalValue
		ofshares	dividends			one
M		held		E!!111		share Pence
EducationFund		Investment	Fund
77175700IS
Balanceb/f	01-Jan-23	5879.45				2106.60	£123,856.41
Additionalshares					169.73
Balancec/f	31-Dec-23						£136,743.52
Account	Date	Number	Transfers to		CBF7006D	Value of	Total Value
		of shares				one share
MM		held Th&®Churcl©mEln			ciFixed	Pence
Education Fund		Interest Securities		Fund
77175700IF
Balanceb/f	01-Jan-23	3961.16				137.10	ES,430.75
Balance c/f	31-Dec-23	3961.16				144.75	£5,733.78

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