PARKSTONE St Luke's Parkstone Parochial Church Council Annual Report and Financial Statements for the Year Ended 31 December 2023 Charity registration number: 1134767 Annual Report and Accounts of the Parochial Church Council 2023 l. Introduction This Annual Report is produced by the Parochial Church Council {PCCI for the Annual Meeting of St Luke's Church Parkstone on 21, April 2024 35 required by Church Legislation and in accordance with the requirements of the Charities Act 1993 and the Guide to the Statement of Recommended Practice 2005 revisions. It includes the PCC Secretary's Report and Vicars, Report as chair of the PCC and the Financial Statement of the Parochial Church Council for the year ending 31, December 2023, independently audited as required and approved by the PCC. This Report is presented to the Annual Parochial Church Meetin& together with the following.. u) A Report on changes in the Electoral Roll since the last Annual Meeting - to be given by the Electorol Roll Officer. b) A Report upon the Fabric. Goods and Ordinance of the Church- Given by the Churchwtyrdens (Jt the APCM c) A Report on the proceedings ofthe Deanery Synod d) Reports from other groups not included within this report- distributed electronicolly and ovailable in poper form. 2. Membershipj Election and Purposes of PCC, Standing Committee and Finance Team and sub-committees (Teams): The Membership of, Election to, and the Purposes and Functions of the PCC are in accordance with the Church Representation Rules and the PCC (Powers) Measure as amended and are as set out in St Luke's PCC and 'Explanation of the Parochial Church Council, Document. which 15 supplied to all new PCC members. Standing Committee and Sub-committees, and is available to all members of the church. The membership of the PCC for the year 23, April 2023 to 21" April 2024 Incumbent Revd Stuart Cocksedge. (from 24.09.20231 Churchwarden5 Glenda Hammond. and Virginia Stacey. Hon Treasurer Steve Blight. Deanery Synod Brian Finch, Glendo Hummond and Richard Hudson Elected to 2024 Martin Ho15t. Anne Roberts. Julie Murphy. Roger Jone5' (Electoral Roll Officer) Elected to 2025 Kate Giles, Carole Schouten, Lis Cullis, Christine de Winton-Gilbert IPCC Secretary), Elected to 2026 Steve Blight. Ben Counsell, Margaret Lloyds, Harriet Sturgess LLMS John Pattison. Justin Coldstream Attending: Anna Counsell Ichildren's and Families Minister), Kate Wyatt (Acting Churchwardenl The names of those occupying more than one position are in italics on second and subsequent occasion5. Members of the Standing Committee are marked with an asterisk. St. Luke's Church PCC has the responsibility along with the incumbent, Revd Stuart Cocksedge to promote in the Parish the whole mission of the Church. Pastoral, Evangelistic. Social and Etumenical. The PCC is also specifically responsible for the maintenance of the Church premises and the Church Hall at 37 Birchwood Road. The PCC is committed to its Statement of Purpose and to enable as many people as possible to become member5 of the Church Community at St. Luke's. The PCC together with its sub-committees seeks to develop and grow the life of the Church, its Ministry and Mission through its services and other activities as faith is applied to the whole of life. When planning our activities for the year, the incumbent and the PCC are aware of the guidance on public benefit issued by the Charity Commission and, in particular, the specific guidance on charities for the advancement of religlon. This is expressed in our Statement of Purpose: Yo be a Communit of Whole Life Disci les of Jesus Chrlst,. Within this we place a high priority on pastoral care and serving all living in the Parish and local communitv. In addition. the Vicar, who is responsible for overseeing the worship and ministry of the church meets with those involved in Worship. Teaching, Pastoral Care. Youth and Children's Ministry, Connect Groups, ￿erseaS and Home Mission and others. There are three formal Sub-committees (Teams) of the PCC, which meet regularly during the course of the year and report back to the PCC. The Three Teams and their Chairs for the past year have been: Standing & Finance Committee Revd Stuart Cocksedge Fabric Maintenance & Development Roger Jones Church Hall Anne Roberts As a church we do take the issue of Safeguarding seriously. We have had a safeguarding policy in plate since 2000. Our Parish Safeguarding Officer is Julie Murphy. Elettric5 and Fire Extinguishing Equipment are regularly serviced. A formal Fire Risk Assessment has been undertaken. We ask all groups to undertake Risk Assessments when using the church facilities and we have a Health and Safety Policy in place. On Behalf of the PCC Chairman 3. Reports on the Work of the PCC, Leadershiplstanding Cornmittee and Sub-committees Minutes of the bi-monthly Parochial Church Council meetings are pinned on the board in the North Aisle of the Church, giving details of the various Council decisions and discussions during the year. Copies of minutes are available on request for Church Members. In addition. the PCC spends time in prayer and worship. The following are the major items discussed in 2023 with meetings taking place in the Church Rooms.. al The welcoming of new members and the approval ofTeams for 2023- 24 bl Approval for Steve Blight to be our Honorary Treasurer and Christine de Winton-Gilbert to continue as PCC Secretary. cl Approval of our Mission tithe for the year. dl Church Finances- approval of the budget for 2024. el Approval for appointments to the Standing and Finance and other Committees. fl The interview process, the appointment of the Revd Stuart Cocksedge as Priest in Charge with licensing on 24, September 2023 and the welcoming of Stuart, Rachel, Joe. Dan. Hannah and Abigail into the St. Luke's family and the new Vicarage at 2 Wellington Road. gl Safeguardlng: this is a standing item on the agenda with our safeguarding officer, Julie Murphy attending and advising. Face to face training will take place in 2024. Stuart and Anna are to have work phones. h) Flnance: is also a standing item on the agenda with Steve Blight updating the PCC. The PCC discussed legacies and donations. our income being below budget and ways to encourage giving. il Pastoral Care: The team continued to meet regularly. the contact list is revised each meeting and the team continue to support the elderly and vulnerable. Monthly soup lunch starting up in 2023 and coffee has resumed following Sunday services. Talks on Wills and Lasting Power of Attorney took place and the 'Last Wishes, document was updated. Il Church Hall: St. Luke's ACTS performed a successful Pantomime in March. the car park was repaired, there was discussion regarding the heating and starting a work party to maintain the grounds. kl Church Fabric: Discussions regarding the church heating, the church roof. hed8e cutting and refurbishment of the church rooms, work parties and the Archdeacons visitation 11 Mlsslon: Gift day. sponsored events and an update on the Cables. our mission partners in Israel ml Worship and extra thurch services: Midweek Holy Communion. Easter, Pentecost Art Exhibition, Licensing service for Revd Stuart Cocksedge. Harvest, Memorial SeNice Remembrance, Christmas and concerts. n) Services and Connect Group- Thank you to Andrew Cullis for putting notes together for connect groups and to all those who helped to cover service5 during the vacancy ol Children's and Youth Ministry: Lots of artivities and events took place in 2023 including Youth Club, Parents and Toddlers, new year 6-8 group. BBQ Holiday Club, Light Party, along with good connections with local schools including Court Hill, Bournemouth Collegiate and PACE. pl The departure of our church administrator, Lesley Lockie in October. Many thanks to Lesley for all her work, especially during the vacancy. Following advertlsing and interview we welcomed our new church administrator, Helen Pitcher in October 2023. ql Fairer Share, stewardship and rebate for the parish share paid in 2023 At each PCC meeting reports are received from the three subcommittees as noted on part 2 Christine de Winton-Gilbert- PCCSecretory 4. Vicars Report on 2023 Dear St Luke's family As it write this, it feels as though my first six months at St Luke's have flown by, and I'm glad to say that a5 a family we are feeling quite settled here in Parkstone, with the children all enjoying their schools. We still remember very clearly the wonderful welcome we received, including the lovely cards and food gifts on the day we moved into the vicarage, and the joy and celebration of the licensing service in September. Thank you to everyone who worked so hard during the vacancy, and in preparation for the licensing service. This was a big occasion in the life of the church, and the sense of worship. prayerfulness. family and h05Pitality was a great reflection of the character of St Luke's. Prior to our arrival. I know that many of you were busy with things such as the project to refurbish the Church Room5 (which are looking very smartl, the brilliant 'Life is a Rollercoasterf holiday club at the end of August. preparing for the licensing Service, and of course the day to day running of St Luke's during the vacancy. Following the licensing, the autumn was a time for beginning to get to know you all and joining with you in worship and prayer. It has been good to begin developing our pattern of prayer- thank you to all those who have been coming together to pray on Saturday, Monday and Thursday mornings. It wa5 also good to begin thinking about what the church is called to be. in our autumn sermon series on Ephesians. In October, we were joined by the Rainbows. Brownies and Guides for a special Harvest Se￿ICe, and we had a thoughtful and reflective memorial service at which those who had lost loved ones were able to come and light a candle. Then in November, we marked Remembrance Sunday at a time when we were all too aware of conflicts raging in our world today. I was really erbcouraged by our first Christmas at St Luke's. Each of the Christmas services ar)d events was special, including the Christingle Service, Carols by Candlelight. A Taste of Christmas, Campfire Carols, and the Nativity service. All were well attended with a good number of visitors from the local community. Thank you to everyone who delivered our Christmas leaflets around the parish, and to those who invited friends and family along to church. It has been great to begin working with Anna Counsell and our team of children's and youth volunteers, who are doing a brilliant job of leading artivities on Sundays and during the week for children and young people, including the popular toddler group on Thursdays. youth club on Fridays. and Messy Church on Sunday mornings. My arrival in September also coincided with changes in the church office. as Lesley Lockie left St Luke's to focus on her coun5elling course and other work. l am sure we are all very grateful for Lesley's hard work throughout the vacancy. With Lesley leaving, l am so glad that we We￿ able to appoint Helen Pitcher as our new Church Administrator. Helen has quickly settled into her role in the church office. l am also very grateful that she has joined us for a number of Sunday services, at which members of the congregation have been able to meet and 8et to know her. Looking back at 2023, there are so many people to thank! l am especially grateful to Glenda Hammond and Virginia Stacey, who as church wardens carried the burden of leading St Luke'5 through the vacancy. Then, as Virginia had to step back from her duties in the autumn for health reasons, 1am thankful to Kate Wyatt for stepping in to work alongside Glellda. And l also want to thank Steve Blight for his hard work managing our finances. Julie Murphy for her Safeguarding expert15e, and Richard Hudso for his practical support in so many ways. Andrew Cullis's help and guidance during the vacancy were invaluable. and his Connect Group notes are greatly appreciated. Many thank$ 31so to our Licensed Lay Minister5- Justin Coldstream, Ruth Greig, John Pattison and Roy Stacey- for all they have done. Roy stepped down as an LLM at the end of 2023 after many years of faithful service. We haven't yet been able to mark this with Roy and celebrate his many years of ministry, but I hope we will have the opportunity to do so soon. Meanwhile, the pastoral team led by Marianne Mutlow has continued to provide care and support to many, particularly those who are elderly and isolated. The mission team led by Carole Schouten has done a great job of encouraging our links with our mission partners, and St Luke's has benefited from hearing guest speakers from several mission partners in 2023, including CPAS, Bible Society and Open Doors. The fabric team led by Roger Jorbes has worked hard to maintain our church buildirbg, and the church hall team led by Anne Roberts have done the same in managing our church hall. The prayer ministry team led by Ruth Greig has continued to offer prayer and encouragement to many. Finally. thank you to Claire Storey for her hard work as hall caretaker and to Jean Holt for her hard work 35 director of music. In conclusion, thank you so much to everyone who has given their time, energy, Eifts and finances to support the mission and ministry of St Luke's over the past year. At the licensing service back in September we were reminded of our calling to be salt and light in the world (Matthew 5-13-161. As we look ahead in 2024, 1 pray that we will continue to grow in this callin& shining as a light in the darkness and sharing the love of Jesus with those around us. Every blessin Stuart Cocksedge Priest in Charge St Luke's Parochial Church Council Statement of Trustees, Responsibilities The trustees are responsible for preparing the trustees. report and the financial statements in accordance with the United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice) and applicable law and regulations. The law applicable to charities requires the trustees to prepare financial statements for each financial year which give a true and fair view of the state of affairs of the charity and of the incoming resources and application of resources of the charity for that period. In preparing these financial statements, the trustees are required to-. Select suitable accounting policies and then apply them consistently Observe the method5 and principles in the Charities SORP Make judgements and estimates that are reasonable and prudent State whether applicable accounting standards have been followed. subject to any material departures disc105ed and explained in the financial statements Prepare the financial statements on the going concern basi5 unless it is inappropriate to presume that the charity will continue in business. The trustees are responsible for keeping proper accounting records that disclose with reasonable accuracy at any time the financial position of the charity and enable them to ensure that the financial statements comply with the Charitie5 Act 2011, the applicable Charities IAccounts and Reports) Regulations. and the provisions of the constitution. The trustee5 are a150 reswnsible for safeguarding the assets of the charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities. Approved by the trustees of the charity on............. d signed on its behalf bv- Trustee St Luke's Parochial Church Council Independent Examinerfs report to the trustees of St Luke's Parochial Church Council I report to the charity trustees on my examination of the accounts of St Luke's for the financial year ended 31 December 2023 which are on the following pages. Respective responsibilities of trustees and examiner As the charity's trustees you are responsible for preparing the accounts in accordance with the requirements of the Charities Act 2011. I report in respect of my examination of the accounts carried out under sertion 145 of the 2011 Act and in carrying out my examination I have I have followed all the applicable Directions given by the Charity Commission under section 14515llbl of the Act. Independent examiner's statement I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect.. l. Accounting records were not kept as required by sertion 130 of the Act, or 2. The accounts do not accord with those records. I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report to enable a proper understanding of the accounts to be reached. John Gunton Association of Chartered Accountants Date.. St Luke's Parochial Church Council Statement of Financial Activities for year ended 31st December 2023 Unrestrirted furKIs Restrlcted Endowment funds funds Total funds Prior year total funds Incoming resources Incoming resources Irom generated fun( Voluntary incom¢ Activities for generating funds Investment income Incoming resour¢es from tharilable aCti￿lieS Total income 211.349 24.838 2,288 3,967 242,442 18,828 4.034 230.177 28,872 2.288 3.967 265,304 185.507 27,406 571 3.516 216.999 22,862 Resources us Cost ol generating lunds Cost ol ganerating voluntary irtixne Fundraising trading cost of go(xls sdd and other costs CharilaNe activitiès Governance costs Totsl expènditure 212 1,450 459 459 2(r2,401 18.447 220.848 198,441 490 200,593 202,401 18, 221,307 Net income I (expenditure) resour¢e$ b•forn transler 410.041 3,956 43,996 16,406 Transfers Gross Iranslers belw8en frJnds- in Gross transfers beiween funds - out Other recognis8d galns I los Net movement in funds 260.088 1258.7061 40.721 142,11rJi 31K).809 1300.809) 39,417 {39,4171 41.423 2.574 43,996 16,406 Totsl lunds brought forw8rd 1n.947 5,421 183,368 166,962 Tatal funds carried forward 219.370 227,365 183,368 St Luke's Parochial Church Council Balance sheet for year ended 31st December 2023 Total funds Prlor year funds Flxed a85els Tangibte assets 83.3[ 83,3L 84.948 84,948 Current assets St(Ek5 and worf( in progress Debtor5 Cash at bank arK1 kn ha￿j 559 2.544 140.955 144.058 559 2.246 96,068 98,873 Credit¢ys: Amounts falling due in year Provision for liabi5ilie8 and char￿$ %4illNn cfi8 y8ar 1981 Nd ¢urrent assets le5S cu￿ntIlabl1lt188 144,058 98,421 Total as6ets k88 current IlabllMe8 227,365 1￿.368 Total net assets less liabilitle8 227,365 183,368 Rep￿ented by Vnrestrlcted General Genwal lthd 130,048 134,408 Unrestri¢ted D881gnated Bookstall Deve1opmeni designate(I by PCC Hall general fund Legaeies Sound sysiem replaC￿ent Youth Work reseNe 191 26,050 28.364 14.084 Re5tri¢ted St LukÈs Community Theatre Falxic Hall ¢ont8nts Laptop OMFIPa*is OPEN-DOOAS PO0￿-WaU Link Pr8 School Fkol 2023 Roules ID Aoots Pl￿* TEARFUND Al-ahli hospital Gaza Weddings & Funerals Agerw colleclB)n BIBLE SOCIET CHRISTIAN AID CMS CPAS Development Flowers contributiWS Easter etc Pwle F(KJdbank 2,995 2,521 152 2.700 Fund$ of the church 183.368 10 St Luke's Parochial Church Council Statement of assets and liabilities for year ended 31st December 2023 General Designated Restrlrted Endowment This year Last year Fixed as$ets- Tangible a8W8 114.￿) 132.4901 12.8(M) 1111591 114.CNJO 132,49)) 12.800 112,1591 283 12831 2.137 12.13n 2.703 12,6191 16.940 15.870 B3,306 114.iX)O 131,1791 12.812 112,0441 283 12831 2.137 12,1371 2.703 12,6041 16.940 15,681 84,948 Hall depieciabon Hall ¢ontents- Hall contents dep￿￿￿t￿- Laptop- Laptop depreciati￿)- Fabric Fabric d8pr8dalion- Chair8-Dev project- chairs deprecialM- Church equiprnenl- Church equprnenl depreoab(Ml. 12831 2.137 12.137) 12.6191 16.940 15.870 Totals Current assets- Cash at bank and In hand Bank current account CAF 8￿- Hall bank accolnl CAF 9136- Bank account ￿ks[all 0283- Cash account bookstall CCLA ICBFI (Se[￿lt account- Church Gold account CAF 9W6- Hall Gold acwnt CAF 99345- ACTS Theat￿ accoiAIi- 12.279 3.699 186 28.520 71.711 27.026 2.995 140.955 10 27.￿4 23.612 25.122 2.521 96,ffi8 2.995 TotaJ8 43,952 Current assets- Debtors Prepaym8nls- Accounts R￿e*va￿e- 411 2,134 2,544 411 1.835 2,246 2.134 Totals Current assets- Stocks Y￿rk in pro Stock. 245 245 314 314 Tthals 559 $59 Liabtliti¢s- Agency accounts Agen¢y c￿ett￿)r£. Total8 1981 Llabllltles. Provision lor li*llttles and charges due within one year ACcrU￿j expen5es- Totals 550 Grand totsl 109.357 28.686 22Y,365 11 St Luke's Parochial Church Council Fund movement by type for year ended 31st December 2023 Opening Incomin8 Outgoing Transfers Gains/losses Journals Closin8 ACTSthtr- St Lukes Community T ReStr￿led 2.521 2.315 2.315 2,995 2,995 Sub-total lor ACTSthtr 459 11,3821 ALAHLIHO- Al-ahli hogpital GHZ Reslricled sub.total lor ALAHLIHO BIBLe-soc- BIBLE SOCIETY Reslricled Sub4otal for BIBLE-SOC BOOKSTALL- Book8tall Oesignaled 191 191 1.313 1,313 1.533 1,533 SulFtotal for BOOKSTALL 259 CHR-AID- CHRISMAN AID ReStr￿ted 13 13 781 781 SU￿￿t01a1 for CHR.AID CMS-CMS Restr￿ed SutAotal for CMS CPAS- CPAS Restr￿ed Sufvtotal for CPAS 1,781 1,781 DEC. Dlsa8tW8 EMerg￿¢Y Resliiied Su￿101a1 lor DEC DEVDESIG- D8velopmeni deslwat Designated SulHOtal lof DEVDESIG 26,050 Dev- Developmént projxt ReStr￿ted 2.7 17( Sub.tolal lor Dev 15, FLOWERS- Flowèrs contrlbutlon Restr¢ied Sub-total for FLOVERS FOODBANK- Poole Foodbank ReSts￿le￿ 611 611 641 Sub-totsl for FOODBANK Fab- Fab¥lc Resti¢i Sub-totsl for Fab HALL- Hall general lund Desiwale 22.105 21105 19,591 19,591 2.873 12,873) 28.006 28,006 SutAotal for HALL Hallc- Hall contents Restr￿led sU￿tOtal for Hall¢ LEAVGIFT- Leaving Gift CG Restr￿18￿ sub.total lor LEAVCd LEGACY- Legacies Designate(J 14,984 14.9B4 74.79) 74.750 51.(m I51.C￿l 33.n4 33,734 su￿t01a1 for LEGACY Lap- Laptop 12 ReStr￿le￿ Sub4otal for Lap OMF- OMFIPalns ReSt￿le SulAotal for OMF 1.563 OPEN-DOORS- OPEN.DOORS Restti¢led Sub4otal lor OPEN-DOORS POOLE-WAU. Pooltrwau Unk Reslr*t8d 2,819 1819 2.819 2,819 Sub4otal for POOLE.WAU Pfe8ch- Pre School Restr￿8￿ SutAotal for Pre8¢h ROOF. Roof Restr￿e￿ 5,0 Sub-total for ROOF ROUTES. Route8 to Roots Pty)I R8str￿ted eA)2 602 Sub-lotal for ROUTES SOUNDSYS- Sound 8yStem rq)lace De5iwaied Sub-total for SQUNDSYS TEARFUND. TEARFUND Resiricied 725 n5 s￿￿t01a1 lor TEARFUND WEDFUNERAL- Weddings & Funerals Re81ricted Sub-total for WEDFUNERAL 1.719 1,719 1.871 1,871 152 Youthwork- Youth Work reserve Designale¢l Subatotal lor Youth￿rk Genaral- General lund UnresliKted 134.408 134,4 145.249 145,249 177.551 177.551 27.942 27.942 130.048 130,048 Sub-tolal for Gen¥•l Grand total 183 265 304 221 307 13 St Luke's Parochial Church Council Analysis of income and expenditure for year ended 31st December 2023 Total ear Unre5trirted Desi nated Restrirted En(lowment This Last ar INCOME InGomlng resources Irorn generated funds- Voluntary income 0201 Voluntary giving 112,572 5,050 0410- Giving through church pillar 0550 - Other - Donations. appeals etc 0552- Donations. appeals etc- Non- 9ift-8ided 0555 - Resources lor salg 0562 - Non-gift-aided personal giwng lor gener 0570 - Personal giving lor restricted fLJnds 0601 - Tax recoverable on Glft Aid 0701 - Legacies 08A1 Non-recurring ￿e-Off grants 1140 Leaving gifts 7.038 124,660 295 10 599 116.539 10 19 1.989 159 455 9.050 9.050 12,709 22.027 23,892 69,750 1,Y20 25,948 24,899 69.750 2,805 185,507 Total 136,549 74.8CK) 18.828 230,177 Incoming resources Irom generated funds- Actlvltles for generating funds 0905 - St Lukes ACTS C