## 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** |1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19|**Trustee name**|**Office (if any)**|**Dates acted if not**
**for whole year**|**Name of person (or body)**
**entitled to appoint trustee**
**(ifany)**| |---|---|---|---|---| ||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** **1** **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** **2** ## **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** **3** 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** **4** ## **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** **5** ## ## ## ## ## ## ## ## ## ## ## ## ## ## ## ## ## ## ## ## ## ## |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|