## **Trustees’ Annual Report for the period** ## **From 1/1/23 To 31/12/23** **Charity name:** THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF HOLY ROOD, SWINTON ## **Charity registration number: 1149809** ## **Objectives and Activities** ||SORP reference|| |---|---|---| |Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|Religious Activities| |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.|Para 1.17 and
1.19|Provides Buildings/facilities/open Space
Provides Services| |Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|Yes| ## **Additional information (optional)** You may choose to include further statements where relevant about: SORP reference **N/A** Para 1.38 Policy on grant making **N/A** Para 1.38 Policy on social investment including program related investment **N/A** Para 1.38 Contribution made by volunteers **N/A** Other ## **Achievements and Performance** ||SORP reference|| |---|---|---| |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
benefits to society as a
whole.|Para 1.20|Provides regular public worship and sacred
space for personal prayer and contemplation
open to all.
Pastoral work, including visiting the sick and
bereaved.
Teaching Christianity through sermons,
courses and small groups.
Supporting other charities in the UK and
overseas.| ## **Additional information (optional)** ## You may choose to include further statements where relevant about: |
Achievements against
objectives set|
Para 1.41|
**N/A**| |---|---|---| |Performance of fundraising
activities against objectives
set|Para 1.41|**N/A**| |Investment performance
against objectives|Para 1.41|**N/A**| |Other||**N/A**| ## **Financial Review** |**Financial Review**||| |---|---|---| |Review of the charity’s
financial position at the end
of the period|Para 1.21|**Healthy**| |Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|**Held to cover deficits in income versus**
**expenditure**| |Amount of reserves held|Para 1.22|**£12,789 + £4,346 bank accounts**
**+ £6,613 + £458,461 investments**| |Reasons for holding zero
reserves|Para 1.22|**N/A**| |Details of fund materially in
deficit|Para 1.24|**N/A**| |Explanation of any
uncertainties about the
charity continuing as a going
concern|Para 1.23|**N/A**| |**Additional information (optional)**
You may choose to include further statements where relevant about:|**Additional information (optional)**
You may choose to include further statements where relevant about:|**Additional information (optional)**
You may choose to include further statements where relevant about:| |---|---|---| |The charity’s principal
sources of funds (including
any fundraising)|Para 1.47|**N/A**| |Investment policy and
objectives including any
social investment policy
adopted|Para 1.46|Promoting in the ecclesiastical parish the
whole mission of the Church.| |A description of the principal
risks facing the charity|Para 1.46|**N/A**| |Other||**N/A**| ## **Structure, Governance and Management** |Description of charity’s
trusts:||**N/A**| |---|---|---| |Type of governing document
(trust deed, royal charter)|Para 1.25|PAROCHIAL CHURCH COUNCIL POWERS
MEASURE (1956) AS AMENDED AND
CHURCH REPRESENTATION RULES| |How is the charity
constituted?
(e.g unincorporated
association, CIO)|Para 1.25|**Unincorporated Association**| |Trustee selection methods
including details of any
constitutional provisions e.g.
election to post or name of
any person or body entitled
to appoint one or more
trustees|Para 1.25|**Annual Parochial Church Meeting (APCM)**| ## **Additional information (optional)** |**Additional information (optional)**|**Additional information (optional)**|**Additional information (optional)**| |---|---|---| |You may choose to include further statements where relevant about:||| |Policies and procedures
adopted for the induction and
training of trustees|Para 1.51|**N/A**| |The charity’s organisational
structure and any wider
network with which the
charity works|Para 1.51|**N/A**| |Relationship with any related
parties|Para 1.51|**N/A**| |Other||**N/A**| ## **Reference and Administrative details** |Charity name|THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH
OF HOLY ROOD,SWINTON| |---|---| |Other name the charity uses|**Holy Rood Church PCC, Swinton**| |Registered charity number|**1149809**| |Charity’s principal address|**Moorside Road**
**Swinton**
**Manchester**
**M27 0HJ**| **Names of the charity trustees who manage the charity** |1
2
3
4
5
6
7|**Trustee name**|**Office (if**
**any)**|**Dates acted if not for**
**whole year**|**Name of person (or**
**body) entitled to**
**appoint trustee (ifany)**| |---|---|---|---|---| ||MARK ARMITAGE|Treasurer||PCC| ||SHEENAGH STEWART
JONES|Trustee||PCC| ||HEATHER LATHAM|Secretary||PCC| ||JOHN LIONEL DAWSON|Trustee||PCC| ||LINDA HUNT|Warden
from
9/4/22||PCC| ||CHRISTINE ROGERSON|Warden||PCC| ||DEREK PEARSON|Trustee||PCC| – Corporate trustees names of the directors at the date the report was approved |
**Director name**||| |---|---|---| |**N/A**|**N/A**|**N/A**| |Name of trustees holding title to property belonging to the charity||| |**Trustee name**|**Dates acted if not for whole year**|| |**N/A**|**N/A**|**N/A**| ## **Funds held as custodian trustees on behalf of others** Description of the assets **N/A** held in this capacity Name and objects of the **N/A** charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for **N/A** safe custody and segregation of such assets from the charity’s own assets ## **Additional information (optional)** ## **Names and addresses of advisers (Optional information)** |**Type of**
**adviser**|**Name**
**Address**|**Name**
**Address**| |---|---|---| |**N/A**|**N/A**|**N/A**| |||| |||| |||| ## **Name of chief executive or names of senior staff members (Optional information)** **N/A** ## **Exemptions from disclosure** Reason for non-disclosure of key personnel details **N/A** ## **Other optional information** **N/A** ## **Declarations** **The trustees declare that they have approved the trustees’ report above.** **Signed on behalf of the charity’s trustees** > **Signature(s)** M R Armitage Armitage **Full name(s)** Mark **Position (eg Secretary,** Treasurer **Chair, etc)** **Date** 1/6/24 ||2023|2022| |---|---|---| |**Income**||| ||14,131.50|12,661.00| ||3,797.41|8,385.97| ||315.00|2,466.00| ||1,708.54|1,412.92| ||226.00|418.00| ||200.00|1,554.75| ||150.87|0.00| |Parish Share EncouragementScheme|590.00|570.00| |Diocesan EnergyContribution|330.00|1,250.00| |Garden of Remembrance|300.00|177.00| |Baptisms - Collections/ Donations|143.00|281.95| |D Howard Overpayment Refund|0.00|1,435.20| ||25,000.00|25,000.00| |Bank Interest|152.27|3.88| |Christmas Fair|1,400.00|1,765.00| |Summer Fair|1,205.00|0.00| |Funerals - Statutory Fees - PCC|761.00|1,066.00| |USA Evening|655.00|0.00| |Funerals- Statutory Fees (excl PCC)|612.00|784.00| |Coffee Mornings|452.05|501.38| |Weddings/ Banns - Statutory Fees - PCC|292.00|48.00| |Council Hall Hire|275.00|0.00| |Fashion Show|0.00|517.00| |PatrioticEvent|0.00|300.00| |Barnados Hall Hire|0.00|60.00| |**Total**|**£52,696.64**|**£60,658.05**| |**Profit for 2023**|**£6,317.95**|**.£26,233.62**| |Opening Bank Balance b/f 1/1/23|6,471.47|32,705.09| |**Closing Bank Balance c/f 31/12/23**|12,789.42|6,471.47| ||2023|2022| |---|---|---| |Parish Share (after2022 advance payment)|22,377.79|29,500.00| |Christian Aid / UkraineAppeal|226.00|418.00| |Parish Share (in advancefor2023)|0.00|4,172.21| |Organist|4,880.00|4,130.00| |Cleaner|1,458.24|850.64| |Funeral &Wedding Feesto Diocese|612.00|784.00| |Priest in Charge|192.52|531.34| |General Repairs & Maintenance|4,004.23|954.00| |Heating & Lighting & Water|3,900.28|4,097.22| |Vicarage Council Tax Back-bill|3,228.00|6,248.00| |Church Insurance|2,563.22|2,353.71| |Garden of Remembrance|846.00|37.00| |Photocopiers/ Printers/Paper|676.56|904.87| |CCLI|508.28|470.17| |Admin Expenses|505.57|426.31| |Organ Service / Repairs|400.00|3,700.00| |Church Roof Repairs& Maintenance|0.00|11,060.00| |Church Redecoration|0.00|10,800.00| |Hall Roof Repairs& Maintenance|0.00|4,974.20| |Hall WindowCleaning|0.00|480.00| |**Total**|**£46,378.69**|**£86,891.67**| ||('II
('II||0
0
0|co
.....
"""
co
N|0
_q_
0|N
0)
r--
co
0|0
_q_
0|L{)
r---:
N
.....
.....|0
0
0|_-.:t"_
L{)
0
C"')
co|L{)
C"!
r--
.....
.....|||v
(0
N
0,
(")|v
(0
N
0,
(")||||| |---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---| ||0
('II|||N||C"')||N||||||00
(tl|00
(tl||||| ||||_0_
_0_|('I')
L.()|_0_
_0_|N
O">|O">
N|co
co|_0 _
_0 _|_0 _
_0 _|_0_
_0_|||**N**
-.::I"|**N**
-.::I"||||| |C"')
**N**
0
**N**...
Cl)|**M**
**N**
0
**N**||_0_
co
_0_
_0_
........|L.()
('I')
L.()
('I')|_0_
co
('I')
('I')|I"--
co
_0_
('I')|O">
_0_
L.()
N|I"--
........
_0 _
N|_0 _
co
_~_|_0 _|_0_|||0
.....
0
IO
**N**
**(,t,,I**|0
.....
0
IO
**N**
**(,t,,I**||||| |.Q|||||||||||||||||||| |E|||||||||||||||||||| |Cl)|||||||||||||||||||| |(.)
Cl)||||||||Q)|||||||||||| |C-"'"""
C"')
"C
Cl)
"C
C:w...ns
Cl)
>-||**Cl)**
...
::::,
:!::
**""C**
**C:**
**Cl)**
**C.**
><
w|C
0
:,.:::;
ro
I...
0
_(.)_
Q)
"'O
Q)
0:::|I...
Q)
,._,
ro
s
-
(.)
·c
,._,
(.)
Q)
UJ
-
(/)
ro
(9|(/)
I...
·-
ro
o.
Q)
I...
'+-
0
0
0:::|I...
Q)
C
ro
Q)
ü|Q)
(.)
C
ro
C
Q)
,._,
C
·-
ro
~|_(.)_
C
ro
I...
::::,
(/)
C
-
-
ro
_(.)_
:,.:::;
(/)
ro
(/)
Q)
_(.)_
_(.)_
UJ|I...
Q)
C
ro
Q)
_(.)_
3:
0
"'O
C
·-
s|"'O
I...
ro
0
..c
Q)
_(.)_
:,.:::;
0
z|(/)
ro
ï:::::
Q)
,._,
ro
~
C'l
C
·-
C
ro
Q)
ü|||-
**C'l:I**
-
**0**
I-
**.c**
::::,
**Cl)**|-
**C'l:I**
-
**0**
I-||||_en_
,._
ëo
o.
(I)
,._
-
_0_
_0_
,._
~
"""-
C"')
c...l
"O
C
ro
C
.Q
ro
,._| ||||||||||||||||||||_0_| ||||||||||||||||||||(.)| ||||||||||||||||||||(I)| |-
ns
J:
ns
"i:0
E
Cl)
:il:-
C'!0z
C:0-
C:|**('II**
**('II**
**0**
**('II**
**M**
**N**
**0**
**N**||0
_q _
L{)
r--
co
'¢
_0 _
_0 _
_0_
_0 _
_0_
L.()|0
_q_
L{)
r--
N
'¢
_0 _
_0 _
L.()
_~_
I"--
"'1"|0
0
0
C"')
-.:t-_
N
_0 _
_0 _
_0 _
('I')
"'1"
N|0
0
0
_0 _
_0 _
_0_
_0_
L.()|0
_q _
0
_0 _
_0 _
........
O">
**N **|0
_q _
.....
0)
N
_0 _
_0 _
........
O">
**N**|0
_q_
0
_0 _
_0 _
~
O">
........|0
0
L{)
co
co
_0 _
_0 _
_0 _|0
0
0
0
L{)
_0 _
_0 _
_0 _|0
_q _
0
L{)
N
_0 _
_0 _
_0 _|0
_q_
0
co
_0_
_0_
_0_|**0**
**0**
(Ø
**(0**
(")
**M**
.....
**(tl**
**0**
**0**
-
IO
**-.::I"**
**M**
-
**(,t,,I**|**0**
**0**
(Ø
**(0**
(")
(")
.....
**(tl**
**0**
**0**
-
IO
**-.::I"-**
**M**
-
**(,t,,I**|**(0**
(")
**c-;**
I'--
**0,**
**v·**
**(tl**
**N**
**-.::I"**
**en**
-
~
-
-
-
**(,t,,I**
I|r--
.....
N
0)
0)
0
.....
c...l
('I')
L.()
L.()
co
O">
L.()
........
4-1|C"')
~
L{)
co
0)
L{)
.....
c...l
........
........
co
~
("')
"'1"
4-1|"O
(I)
,._
ro
..c.
~
0
.....
c...l-
_0_
(I),._
:::J~
"O
C
(I)
a.
><
(I)
ro
C_0_| |3:|||||||||||||||||||:;::::o.| |(/)|||||||||||||||||||(I)
(.)| |.c:||||||||||||--|||||||><
(I)| |~:i
.c:
(.)
"C00
ct:
.2'
0
J:||**Cl)**
E
0
0
C:
-|>,
,._,
Q)
·c:5
0
_(j)_
Q)
C'l
ro
,._,
_(j)_|>,
E
Q)
"'O
ro
(.)
<(
Q)
Q)
(0|_è"'_
Q)
..c::
(.)
I...
<(|(/)
,._,
::::,
0
_(.)_
_(j)_|(/)
Q)
"'O
::::,
(9|(/)
3:
0
..c
C
ro
0:::|(/)
Q)
C
3:
0
I...
co|Q)
_(.)_
C
ro
0
C
ro
0
z
>,
E
UJ|ü
ü
ü
.....J
_(j)_
~|C
0
:,.:::;
ro
,._,
(/)
rn
C
·-
-
0
o.
.._
-
·c:5
C
::::,
0
ü
>,
,._,
ü
"'O
I...
.E
ro
_(j)_|(/)
0
"'O
ro
C
I...
ro
(0|**C'l:I**
-
0
I-
.c
::::,
Cl)|-
**C'l:I**
-
0
I-|**M**
**N**
**0**
**N**
...
0
.....
(/)
(/)
0
...J|("')
**N**
-
........
-
........
~
..c
Q)
_(.)_
C
ro
ro
(0
~
C
ro
(0
œ
C
·-
C
Q)
o.
0|("')
**N**
-
**N**
........
-
........
("')
'+-
-
_(.)_
Q)
_(.)_
C
ro
ro
(0
~
C
ro
co
œ
C
`ën`
0
ü|_en_
(I)
"O
:::J
ë3
C
(I)
,._
:::J
~
"O
C
(I)
o.
><
(I)
"O
C
ro
(I)
E
_0_
(.)
C
(I)
>
_0_
.0
ro
(I)
..c.
I-| Ind•pqnd•ni exarnlnatlon plbmkni ku rh•n É1SO,¢th In t*e rwier.14nd PTt(•affjiyearsP Ir•thtt•afty wknyr4rn¢nr5 kna4i•**E TQ (JVL *•ny 1*1 rrksti thv PCC Dr 0$ a uJrétt¢¢%dary¢r4rtSrn6de tTrthegCC, Eh *yfir# c4 thls PC¢. I h•rtobuiny¢ inlofrnèlthonthe PCQ IILM It 1¥018•ffi¥•J. enthtJie. &SJEts.1&?Lwi¥es•Th0 Fty y5. I￿￿1￿1nd wjdted Ihe Irt￿￿ rhesewe srtgdt an • iwrlte I h•¥• thsrrYoe¢ th brt￿00 a th*uwmtin8 ftttyd5 Mllletsin￿ PCC. *thich I l•¥q me ol ITthwdwt wry4net'. 2F Indtyndent ￿MInatIOn woyamme Ironyolthe answws t¢ 41*srJons I.* WJV-181& n&.. If Wtheorps¥wr ro4LJes*kn1 9￿.ffl,, fvttdprorfj hv4YbEen fKc4wdswléèe Lr scwrllft 5*kn. Fln8ncl•l *•tements YES CTP55 to thts rt*rented *trt SrafM￿tsa￿j *Xth•rifilwf•trOrn ¢•ined tWf*tyl thets•nHn•t Ind•￿￿d*￿t •¥4rn117•V6 r•part to th* PCC af MOLY ROOD. SWltffON I reporl on th¢ nn•ndai ststement5 of PCC fai the ¥q•r •fvJ•d 31 0Q￿mber20&3 whlch orè &*t aut on p48ts I t&•thr4 r•port ts In respeci of ap. ax•rnin•)on c•rriy¢J •ut in icEorilinr• wlth the Church An 41 of the 1993 Acr., •nd to prew'e flnancl)I iutemenis whlEh Ko)rd tbe 4c¢¢untlni rowrd$ •nd ¢4mptywlth th• r•qulrwnents af the 1993 •Ad ￿￿44t1￿n5 h•ve not bepn m¢t.' ar (2> ro w.lich. In rny Oglnlon, attentlon shtsulé be In trrder to enable • proper un¢leistindlThi of iht leeounis to be Tra£h2d. i. M LWLLOR 53 bfjqwGoD AVÉ SL&-I VES f5 m•y hawx41P li Accountln4 R•eord5 5èieci a sarno￿ ol ￿t￿￿5 fTL¥f •c￿￿nI1￿ rewds•Trd Ir•r¢ Ihwn io •n¥ ThE It¥rn5x*ct•d urwjw 5 6 •kn* t*NWr Plprr and the Jriff￿r•[Wa rD whlch thy *ei* checkg¢li¥ ij •J budyts ￿•¢ •fié ¢tyr*swxdirq fiiure5 lor the wha￿ the￿ 40 ¥￿peCted Iu¢lL•￿A$ or obt•in •y•￿￿•t￿l I th*pr£. Y •nv bg•Th Ml•ntifivtt whtch, whIl￿taIn￿l rhe of • xated? io. rninutesol PCC •nd txh•r r•lp¥•rtcffjmry4ute lthfjtjfy my e￿￿t¥ and C￿¥￿￿1 PCCofl**is •no rrwr•ws Ind enswe been PfDRty ln r￿￿￿tIn8￿(￿lI5, rwts •nd £wnlne the yt•end ts•nk land, lor PCCS. 4fty4x￿￿ contvd re¢updsl lo en5￿* .'hry dv nol ￿(luded any ￿1*￿(1¥¢j Of Item Tr4n54rtion ieslln¢ l?. Selett i s•mplw ot rereipt% aTr4 payn4n15 rniin 3ccowtpi¢ rettrdj •r•J¢ru55 cPeik lh• dvtarf5tO WPPDrting Ochef tv th•rth• tr•n5acworo •r+vaHd oliht PCC. fteportl l& Pr*p•rt a rerm 10 tl* P(C 4Ctwthw¢* wilhCAA Reiulrtw IS. In Is th• GulO•rK• YES *hoL4d t• ma4e te thE Cnrnrn￿i￿ •ftd prtrlthl to tr* AddlEIoMI for •e