CHARITY COMMISSION FOR ENGLAND AND WALES Trustees, Annual Report for the period From 1 st January 2024 To 31 st December 2024 Charity name: The Parochial Church Council of the Ecclesiastical Parish of St Luke Bricket Wood Charity registration number 1137630 ObJ8ctives and Activlties Summary of the purposes of the charity as set out in its governing document ra 1.17 St. Luke's Parothial Church Council (PCC) has the responsibility of co-operating with the incumbent, the Reverend Kylie Hodgins, in promoting in the ecclesiastical parish the whole mission of the Church, pastoral, 8vangelistic. social and ecumenical. The PCC is also specifically responsible for the Maintenan￿ of the Church Hall in The Crescent, Bricket Wood. St Luke's offers a variety of Se￿iceS each week and at other times during the year to meet the need8 of the church and the wider communty. Worship is generally in the open evangelical tradth'on and open to renewal. Summary of the main activities in relation to those purposes for the public benefit. in particular, the activities, projects or services identified in the accounts. P•rn 1.17oThJ 1.19 A mKI-week liturgical service draws a small congregation. of mostty retired people. Throughout the liturgical year we continue to serve the communty at large by having a number of additional services, e.g. the Senior Crtizens Services, Bereavemenl service, the Mount Pleasant Lane School Carol service, and Messy Church. Wthen planning the activities for the year the Vicar and members of the PCC have considered the Charty Commission's guidan￿ on public benefit and, in particular, the specific guidance on charities for the advancemgnt of religion. Statement confirming whether the trustees have had regard to the guidance issued by Ihe Charity Commission on public benefit Para 1.18 Additional Information (optional) You ma choose to include further Statements where ￿levant about: SORP referen Policy on grant making Para 1.38 Policy on social investment including program related investment P*a 1.38 Contrfbution made by volunteers Para 1.38 other Achievements and Perforniance Alongside regular worship and Messy Church. St Luke's ministry includes other groups exercising their own pastoral and social support: a Lunch Club for the older members of the community, our Visiting and BereavemeM teams. Our worship is live- streamed on our YouTube channel. and this continues to be a valuable resource for those who cannot attend services in person. Summary of the main achievements of the charity, identifying the difference the charity's work has made to the circumstances of its beneficiaries and any wider benefrts to society as a whole. Pern 120 Members of the congregation are actively involved in the Bricket Wood Communty Choir. which meets wee￿Y in the church. We continue to support members in their short term and long-tem) mission in this country and overseas. We continue our tradition of substantial giving and volunteering to Christian and other services outside the parish. Wrthin the parish we have enjoyed sharing in the lrfe and work of Mount Pleasant Lane School We support the local Foodbanks in Watford and St Albans. A Warm Space and a free book exchange are available in the church halls in daylight hours. The Church Halls are used by a wide variety of communty groups. induding a Preschool and a GP surgery. Additional information (optlonal) You may choose to include further statements where relevant about: Para 1.41 Achievements against objectives set Perfomiance of fundraising activities against objectives set Para 1.41 Investment performance againsl objectives Para 1.41 Other Financial Review Review of the charity's financial position at the end of the period Para 1.21 The charity continues to be financially stable and has achieved its aims of maintaining and improving the church premises as well as allocating substantial sums to its chosen missions and development agencies. The charity generated sufficient income through donations and legacies and Church Hall fees, to maintain its operating financial resources. Total reseNes are £682,554 including Designated Funds £674,880 of which £400.000 represent fixed assets" £232.355 a long term investment fund and £42,525 other funds, with General funds - £7.674 The PCC maintains general reserve funds to provide reassuran￿ that the operating costs of the PCC can be met for at least 3 months Statement explaining the policy for holding reserves stating why Ihey are held Para 1.22 Amount of reserves held Rea80ns for holding zero reserves Para 1.22 £15,000 Parn 1.22 Details of fund materially in deficit P¥a 124 General fund £7674 Explanation of any Un￿rtaIntieS about the charity continuing as a going con￿rn Para 123 Additional information (optional) You ma choose to include further statements Whe￿ relevant about: Voluntary giving by Church members Legacies The charty's principal sources of funds (including any fundraising) Parn 1.47 Income from the Church Halls, and Chrlstmas fair The investment policy is to maintain sufficient funds in an easy a￿sS deposit account to cover any immediate unplanned expenditures, and the balance of funds raised from the sale of the apartment in Russell Court in term deposit accounts managed by the Di(Kese. The Trustees have not identified any significant risks to the financial slabilty of Ihe charity. Investment policy and objectives including any social investment policy adopted 1.46 A description of the principal risks facing the charty Pern 1.48 Other Structure, Governance and Management Description of charrty's trusts.. Type of goveming document Ili-LlSt dccd. i QyÉal Lharte. P*a 125 Parochial Church Council Powers Measure (1956} as amended, and Church Representation Rules Previously excepted but now 'Standard registration, as of 27th August, 2010 How is the charity constituted? {e.g unincorporated association, CIOI Para 125 Trustee selection methods including detai18 of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees Parn 1.25 Appointed by election at the Annual PaTQGhlal Church Meetlng or-ex officlo" if Diocesan appointee. e.g. Reader Additional infonnation (optional) You ma cho3se to include further statements where relevant about. Policies and procedures adopted for the induction and training of trustees Para 1.51 The charity's organisational structure and any wider network with which the charty works Para 1.51 Relationship with any related parties Para 1.51 Other Reference and Administrative details Charty name The Parochial church Council of the Ecdesiastical Parish of St Luke Bricket Wood Other name the charity uses Registered charily number Charity's principal add￿sS 1137630 The Cresce Bricket Wood St Albans AL2 3NF Names of the charlty trustees who manage the charity Tn*teo nam• 0111¢o (rf any) Dat•8 a¢ted rf not for whol• year Name of pgrnon (or body) entitled to appolnl tru¥tse (If any) Revd K Hodgins Vicar and Chair DI0￿Se of St Albans Mis L Hert)ert APCM Mr Ronald Phelvin APCM Mrs B Funnell APCM Mrs L Plummer APCM Mrs J Blamey APCM Mrs P Cook Ex Officio: Member of Deanery Synod APCM Mr S Burke Vice Chair APCM Mr A Dunster APCM 10 Mr P Gibson APCM 12 Cor orate truste88 - names of the directors at the date the re Dlrnctor namo rtwasa roved Name of trustees holding title to property belonging to the charty Tvu8ts0 namo Date• a¢tsd If not for TMhol• y•ar St Albans Diocesan Board of Finance Funds held as custodian trustees on behalf of others Description of the assets hekl n this capacity Name and objects of the harlty on whose behalT Ine assets are held and how this falls within the custodian charty's objects Details of arrangements for safe custody and segregation of such assets from the charity's own assets Additional inforniation (optional) Names and addresses of advisers (Optional infomiallon) Typo of adviser Name Address Name of chief executlve or name8 of senlor stsff members Ioptional Inforniatlon) Mr P Harper Voluntsry PCC Treasurer Exemptions frorn disclosure Reason for non4isclosure of k rsonnel details Other o tional information Declarations The trustees declare that they have approved the trustees, report above. Signed on behalf of the charity's trustees Signature(s) Full name(s) Mrs. L. Herbert Mr Scott Burke Position (eg Secretsry. Chair, etc) Tnjstee Vice Chair Dato April 28, 2025 Section B Balance sheet Restrlcted Unrestricted income funds funds Endowment Totsl thls funds year Total last year Fixed assets Intanglble assets Tangible assets Herltsge assets Investments F01 F02 F03 F04 (Note 15) (Note 14) (Note 16) (Note 17) Total fixed assets B05 F05 400000 400.000 400,000 400,000 Current assets Stocks (Nots 18) Debtors (Note 19) Inve8tsnents (Note 17.4) Cash at bank and In hand (Note 24) Total current assets 400, 00 400.000 8928 243749 37817 8,926 243.749 6.418 234,088 B10 90,49 294,349 Credltors: amounts falllng due wlthSn one year (Note 201 B11 7940 7,940 4,077 Net current assets/(liabilltles) B12 28 ,552 28 ,552 290,272 Total assets less currnnt liabilities 813 690,272 Credltors: amounts falllng due after one year {Note 20) Provlsions for Ilabllitles 814 815 Total net assets or liabllitles Funds of the Charity Endowment funds (Note 271 Restrlcted Income fund3 (Note 27) Unrestricted funds Revaluation reserve B16 682,552 682,552 690,272 B17 818 6,000 684,272 B19 682,552 682.552 Total funds 821 2,552 682,552 690,272 Signed by one or two trustees on behalf of all the trustee Signature Data of approval ddlmm Print Name s- CC17a (Excel) 2810412025 CHARITY COMMISSION FOR ENGLAND AND WALES The Parochial Church CouncEI of St Luke's,Brieket Wood Charity No ifan eriod 1137630 Annual accounts for the 0110112024 To Period stsrt date Peri¢xl end dats 3111212024 Section A Statement of financial activities Recommended catsgorles by activlty Re8trlcted Unrestrlctod Incom• funds funds Endowment fund8 Prlor ￿ar fundg Total fund8 Incoming resources (Note 3) Incomo and ondowmonts from: Donauono and legades Charitsble a¢bvlt18S Oth&r tradlng a￿vIll&8 Investments Sep4rnte m•tertal It•m ol Incm Other Total Resource8 expended (Nota 6) Exp6nditur• on: Ralslng lunds Chadtable actlvlllas S8p8r8te material Item olex4Jen8• Other Total F01 F02 F03 F04 F05 S01 82,283 29205 83,977 29.205 81,801 29,754 264 1050 284 1,050 S05 2,873 1,250 S07 112.802 115,678 1258TI 6,000 131,877 S10 128,438 S11 S12 131.877 128.438 Net in¢omel(expenditure) before Investment gainsl(1088e8) 813 S14 S1S Nel gaingJlioB8881 on Investments 13,075 4.306 17.381 12,760 Net incomel(expenditure) Extraordlnary items Transfers betwaen funds Other recognl8ed galnsl(108808): 13,075 4,306 17,381 S16 12,760 S17 Galn8 and1088•J on r•valuallon of tl*i usets forts ch8W3 Lv*n use Olhgr galnslllos50sI Nat movem•nt In funds S18 S19 9.661 9,661 103,088 S20 4.306 7,720 90,328 R•conclllation of fvnds." Totsl funds brought fonyanl Total funds carriad fornard S21 684,272 680,858 6,000 890.272 682,552 $22 599,944 690 272 Cr Independent examinerfs report on the accounts Section A Independent Examiner's Report Reportto the trustsesl membera of The Parochial Church Council of St Luke's, Brid(et Wood On accounts for the year ended 31 December. 2024 Charfty no (if any) 1137630 Set out on pages 1 t041 I report to the trustees on my examination of the accounts of the above charity (kne Trusf) for the yaar ended 31 December 2024 As the charfty's trustees, you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 ('Ihe Acf). Responslbllltles and bash of report I report in respect of my examination of the Trusvs accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed all the appllcable Directions given by the Charity Commission und8r section 145(5){b> of the Act. Independent oxamlnerfs ststement I have completed my examination. I confirm that no materlal matters have come to my attention in connection with the examlnatlon (othar than that dlsclosed below I which gives me cause to believe that in, any material respecL' the accounting records were not kept in accordance ￿￿th section 130 of the Charities Act; or accounting records: or the aGcounts dld not accord vAth the the accounts did not comply with the appllcable requirements Con￿mIng the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a true and faie view which is not a matter considered as part of an independent examination. I have no concems and have come acr08s no other matters in connection WFth the examination to which attention shoukl be drawn in this report in order to enable a proper understanding of the accounts to be reached. Slgnod: JREke 28 March. 202S Name: John Robert Eke Relevant professlonal qualmcatlon(s) or body (if any): Fellow of the Association of Charity Independent Examiners Address: SoaNiew, 4 Stable Cour¢ Malborough, Devon TQ7 3FB Oct2018 IER