2024-12-31-accounts - The Halewood Local Ecumenical Partnership

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St Nicholas’ and St Mary’s Halewood Anglicans and Methodists Together in Halewood

Annual Report of the

Halewood Church Council

(Halewood Local Ecumenical Partnership) for the year ended 31 December 2024

Halewood Local Ecumenical Partnership is a charity registered with the Charity Commission for England and Wales. Charity registration number: 1151632

Administrative information

St Nicholas’ church is located on Church Road, Halewood L26 6LA and St Mary’s church is on Leathers Lane Halewood L26 9TS. The parish is part of the Diocese of Liverpool within the Church of England and its official correspondence address is:

The Parish Office St Nicholas' Centre 70 Church Road Halewood LIVERPOOL L26 6LA 0151 487 9965 The Parish email is: halewoodparish@btconnect.com The Parish Website is https://www.halewoodparish.org/

Official correspondence should be sent to the Parish Administrator at the above address.

The Treasurer is Lee Burton and the Independent Examiner is Roger Craine, both of whom can be contacted via the Parish Office.

Halewood Church Council

For the period covered by this report the following people served as members of Halewood Church Council:

Ministers (ex officio): Rev Philip Saltmarsh Rev David Goodwin HCC members: Rev Gareth Morgan Graham Elliott Alison Shacklady Mark Harrison Pam Boffey(until 28 April 2024) Laura Fisher Kathryn Griffin Tom Harrison Joe Barlow Gillian Dover Katherine Cooper Vanessa Bevan Lesley Webb Matthew Hargreaves (Lay chair) Rev Andrew Radford Lee Burton Rev Colin Critchley Aileen Best

Jen Hargreaves Leigh O’Brien Angela Milne (From 28 April 2024)

Electoral roll officers: Clare Baker and Angela Milne HCC Secretary Kathryn Griffin Safeguarding officer Mark Harrison Deanery Synod Officers Geoff Bullen, Kate Cooper and Colin Critchley Circuit Representatives Gill Dover, Mark Harrison Churchwardens Graham Elliott (St Nicholas’) Lesley Webb (St Nicholas’) Jen Hargreaves (St Mary’s) Deputy Wardens Andy Reynolds (St Nicholas’) Alison Shacklady (St Nicholas’) Methodist Steward Gill Dover (St Mary’s) Additional members of Halewood Philip Saltmarsh (Priest in Charge) and Hunts Cross Ministry team: Gareth Morgan (Team Vicar) Andrew Radford (Team Vicar) David Goodwin (Methodist Circuit Superintendent) Colin Critchley (Retired NSM) Alison Shacklady (Reader Emeritus) Matthew Hargreaves (Reader) Jen Radford (Reader) Adam Grey (Reader) Michael Sutcliffe (Methodist Circuit Children’s Worker) Carol Burke (Reader) James Hutchinson-Ferguson (Ordinand) (From September 2024)

Independent Examiner Roger Craine Treasurer Lee Burton Bursar Janet Fleming

The Liverpool Diocesan Board of Finance act as Custodian Trustee for the inalienable property of the parish. Parish Bankers: Barclays Bank (St Nicholas’) and NatWest Bank (St Mary’s).

Structure, Management and Governance

Halewood Local Ecumenical Partnership Trustees exercise the functions of the Methodist Church Council and are also the members of the Parochial Church Council. They operate as each body as appropriate according to the LEP constitution, Methodist Standing Orders, the Parochial Church Councils (Powers) Measure 1956 and the Church Representation Rules.

The method of appointment of LEP trustees is set out in its constitution and is compliant with the Church Representation Rules and Methodist standing orders. All church members are encouraged to register on the unified Electoral Roll and stand for election to the LEP trustee body.

Related Trusts:

Halewood Church of England Primary School: the parish has representatives on the school board of governors.

St Mary’s Care Centre (registered charity 1000849): 2 members of the parish sit on the board of directors.

The HCC operates one subcommittee: St Nicholas’ Centre management committee: Centre management 2024:-

Rev Gareth Morgan (Chair); Gill Dover (Vice-Chair); Pat Hatchard (Secretary) Joe Barlow; Pam Boffey; Janet Fleming (Bursar); Lesley Webb; Tom Harrison; Jessica Forrester (Parish Administrator); Tom Beesley (Acting Centre Manager) Lyn Green; Karen Hartley; Andy Reynolds; Paula Doran; Lee Burton (Treasurer)

Individual LEP trustees receive external training as and when deemed appropriate by the trustee body. Training may include trustee responsibility training, basic health and safety, risk assessment and management, child protection procedures.

The LEP and St Hilda’s Hunts Cross form the Halewood and Hunts Cross Ministry Team. From August 2023, Rev Philip Saltmarsh, Rector of Speke, was appointed as priest in charge of the Halewood and Hunts Cross team, bringing it into a relationship with the Parish of Speke.

Objectives and Activities

Halewood Church Council is the overall decision-making body for the Parish. Halewood Church Council is an ecumenical body – Anglican and Methodist – which acts as the Parochial Church Council (PCC) and Methodist Church Council. The members of Halewood Church Council are the Trustees of the Halewood Local Ecumenical Partnership and operate under a constitution, based on a model document produced by Churches Together in England, adopted on 23 April 2012 and amended on 29 April 2017.

On 12 April 2013, the Halewood Local Ecumenical Partnership was granted registered charity status by the Charity Commission (Registered Charity Number 1151632).

When planning our activities for the year, the Halewood Church Council gives consideration to the Charity Commission’s guidance on public benefit and, in particular, the specific guidance to charities concerned with the advancement of religion.

The purpose of Halewood Local Ecumenical Partnership, as set out in clause 2 of the constitution, is to advance the Christian faith in the Area of Benefit in accordance with the principles and practices of the participating churches.

The two churches, St Mary’s and St Nicholas’, are part of the Anglican Diocese of Liverpool and the Liverpool District of the Methodist Church; and the Anglican Deanery and Methodist Circuit which cover the South of Liverpool. (St Mary's church was, from the beginning, a shared Anglican/Methodist building. St Nicholas’ remains an Anglican building.) Worship and Ministry in both churches reflect both Anglican and Methodist traditions.

In achieving its purpose, as stated in its constitution, Halewood Church Council engages in a range of activities, either on its own or with others, including (but not restricted to):

a) the celebration of public worship;
b) the teaching of the Christian faith;
c) mission and evangelism;
d) pastoral work, including visiting the sick and the bereaved
e) the provision of facilities with a Christian ethos for the local community, including (but not restricted to) the elderly, the young and other groups with special needs; and
f) the support of other charities in the UK and overseas.

Activities for 2024

Our Annual Parochial Church Meeting was held on in St Nicholas’ Church on Sunday 28 April 2024 The electoral roll number reported at the 2024 Annual Meeting stood at 227 (St Nicholas’ 167; St Mary’s 60).

During the year ministers conducted 32 funerals in church or at the local crematoria. There were also 15 services of interment of ashes. 2 weddings took place at St Nicholas'; there were no weddings at St Mary's.

Baptism services were held at both churches throughout the year with 43 baptisms at St Nicholas and 7 at St Mary’s.

In November we also held a Baptism by total immersion service at St Nicholas’ for one Adult from Halewood and one from Speke who was reaffirming his Baptismal vows

In November we held a confirmation service at St Nicholas’ at which 5 young people and one adult from the Halewood churches were confirmed. We also welcomed confirmees from Speke who joined us for this service.

Our children’s and youth groups continued to meet throughout the year led by Mike Sutcliffe. At both St Nicholas’ and St Mary’s Creche and Junior Church groups continued to meet and numbers of young children attending grew throughout the year.

Our Halewood and Friends’ pilgrimage took place at the end of August, with a group of 30 people staying at Cuddesdon Theological College visiting churches and Cathedrals around the Oxfordshire area.

Our seasonal services continued as usual, including our Good Friday and Easter services, including a Sunrise service on Easter Sunday morning on Wood Road field followed by Breakfast at St Mary’s. We held our usual annual Remembrance services in both churches and a commemoration service in St Nicholas.’ Special Christmas Services included Carols at Tarbock Village Hall, a parish Carol Service at St Nicholas,’ an all-age nativity play at St Mary’s and a Crib service at St Nicholas’

The Halewood Foodbank at St Mary’s closed at the end of 2023 to be replaced by a Food Club which opened in July 2024.This is running well and is serving a large number of families each week.

Baby Bank at St Mary’s continued to operate at St Mary’s on Saturday mornings providing help to families with babies and young children as well as providing presents at Christmas to families who were struggling and other items of clothing such as prom dresses and suits for young people.

Also, on Saturday mornings during July and August, the Halewood Uniwise project which recycles good quality items of uniform from all our local schools reopened from the St Nicholas’ Centre. In addition to providing items of uniform for local families, we were also able again this year, to donate items to a church in Wavertree which supports Roma families and to the group which works with Ukrainian refugee families.

Our churches once again applied for and received grant funding from Knowsley Borough Council and worked with local schools to identify families in need of some additional help. A small team of volunteers packed and delivered food parcels to the schools twice a term, throughout the year. This support has been much appreciated by the schools and the families involved.

In early autumn the kitchen at St Nicholas’ Church was upgraded and in November 2024 we reopened our Warm Hub rebranded as Community Connect which now meets in St Nicholas Church every Thursday morning, providing hot drinks, toast, regular activities and a warm environment for local residents to help save on the rising costs of fuel bills. We again received funding for this from Knowsley Council’s Winter Wellness Fund

Throughout the year we have had regular working parties to carry out tidying up in the gardens at St Mary’s and the grounds and churchyard at St Nicholas’

Throughout 2024 we also had a group of Community Payback workers who carried out jobs around the St Nicholas’ Centre and Churchyard

In September 2024 we welcomed Amanda’s Day Centre to the St Nicholas’ Centre. They are hiring the three large rooms and kitchen Monday to Friday 9am to 5pm and paying us a commercial fee for use. They have settled in well and are now an integral part of the centre.

During 2024, we rented the Nursery space on a short term basis to Hollies Rd Pre-School & St Mary’s Roseheath Nursery whilst work was done on the roof at their premises at St Mark’s Primary School. This brought in much needed revenue. From this Hollies Rd Pre-School have expressed an interest n opening a 0-4 Nursery full time in the Nursery space full time. The lease for this was signed in December and they will start in January 2025

During 2024 both of our churches and centres have been used for a variety of events including at St Mary’s in February, a semi- staged performance of Ruddigore by the Bentley Operatic Society who also returned in November for one of their autumn concerts. Whilst St Nicholas’ in December hosted a performance of Charles Dickens’ ‘The Signalman’ presented by ArtsGroupie. These were in addition to the events which formed part of the annual Halewood CultureFest some of which also took place in our buildings.

During 2024 our live streaming system continued to stream Sunday services and also services held by Halewood C of E School so that those unable to attend could either stream live or watch later.

Wherever possible we have continued with our charitable giving and activities.

Charities which we support/give donations to include: Plan International (St Nicholas’) Junior Mission for All (JMA- St Mary’s) Christian Aid

We have also responded to a number of local appeals for families who have found themselves in difficulties.

Our Church knitters throughout 2024 produced almost 1000 knitted angels which were distributed around the local community in December as a way of informing residents of the services taking place over the Christmas period, as well as making knitted items for the Knowsley Winter Warm project.

Financial review

Over recent years our regular giving across the parish has failed to keep pace with our expenditure and this continues to be the case. Encouraging and maintaining regular giving has been a particular challenge and rising fuel costs have also caused additional problems.

Thanks to fundraising and one-off donations, as well as careful monitoring and management of our scarce financial resources, we have just about managed to cover our costs but we have also had to eat into our reserves which are now seriously depleted and this is something we need to address at the earliest opportunity.

We are continuing to promote the Parish Giving Scheme which is showing positive results and streamlines the reclaim of Gift Aid.

We have been able to carry out a number of fundraising activities that have contributed significantly to our parish funds. These included card making workshops and renting out our buildings for various activities and this is something which we plan to explore further in the year ahead

The hiring out of our buildings has started to make a difference to our finances, and going forward this will make a significant difference.

Team Changes/Fit for Mission

In 2024, the team continued to work under the setup of Priest in Charge (Rev Phil Saltmarsh) alongside the Team Vicars (Rev Gareth Morgan & Rev Andy Radford).

In March 2024 all of the churches within Liverpool South Deanery were asked to vote on whether they wanted to opt-in to the Fit for Mission programme. Halewood HCC voted in favour of opting in to the engage phase with the final vote to take place in March 2025.

In September, James Hutchinson-Ferguson joined us as an Ordinand (trainee vicar) and he will stay with us for his Curacy when he is Ordained in 2025.

Safeguarding

The Church Council are required to provide an update to the Annual Parochial Church Meeting of progress made in relation to the safeguarding of children, young people and vulnerable adults within the parish and to report whether the Church Council has complied with its safeguarding responsibilities.

The Church Council completed its annual review of the Parish Safeguarding Policy at its meeting in November 2024. Copies of the updated policy, along with information posters detailing relevant contact information are displayed in both our churches and in the Parish Centre.

There have been no safeguarding concerns/incidents reported to the Parish Safeguarding Officer, over the last 12-month reporting period and the Church Council has complied with its responsibilities.

We are a busy and active parish and over the last year have continued to grow and develop our outreach and support services, as well as our missional activities, not least with Food Pantry, Baby Bank & Community Connect. This is on top of our existing children and youth provision.

Our volunteer base has therefore grown considerably, and we have been working hard over the last year to ensure all our volunteers have had the opportunity to complete the required level of training for their role and/or to refresh their training when required.

The Church of England has recently updated its Learning and Development Framework, and it is now a requirement that all core safeguarding training be repeated every three years, along with a Confidential Declaration Form. For many volunteers this will mean they will have to refresh just one course, every three years, but for others it will mean refreshing several courses dependent upon their role and level of responsibility held.

The Parish maintains a database of volunteer training, confidential declarations and DBS Certificates to manage the application and renewal processes and to assist the Church Council to meet its safeguarding responsibilities. Logistically this is an increasingly complex task, and we are indebted to our Parish Administrator, who is also our DBS verifier, for the work she does on this.

Over the last year we have also had some support from the Fit for Mission Safeguarding lead, who has facilitated several meetings of the Parish Safeguarding Officers from the churches involved in the South Liverpool Deanery. This initial work has been to try and build good safeguarding foundations for the new enlarged Parish of Christ the Light. One immediate outcome has been the early roll out of a Safeguarding Dashboard for the individual churches involved.

This will improve the safeguarding data/information available to our Church Council in the coming year, to monitor the progress it is making and in assessing its safeguarding performance overall.

Plans for the future

Our plans for the future will be to discern whether Fit for Mission is the right way for the Halewood churches to go with the final vote being in March 2025. If we chose to opt in, then we will work alongside the other churches in the cohort to collaborate on mission, ministry and how we shape the future of our churches. Alongside this, we will continue to work with our team church of St Hilda’s as well as alongside the Speke churches. The Methodist Circuit are also currently exploring the future shape and structure of the circuit and we will continue to work with the other circuit churches as part of that programme.

Discipleship will be a big focus in 2025 and we again plan to work together with Hunts Cross & Speke on discipleship courses such as a lent course as we did in 2024. We will also seek to grow our small groups and we will also engage in the Pyramid Review exercises led by the Diocesan Cultivate Team which will help us shape our future courses/groups.

We will continue to build on and strengthen our men’s ministry which has been growing throughout 2024.

Our children’s work continues to grow across the churches and over the coming months we will continue to support this and look to develop this with the leaders of the groups.

.s&si. Halewood Local Ecumenical Partnership (registered charity 1151632) Halewood Church Council St. Nicholas, and St Mary's Churches Halewood Report and Financial Statements for the year 2024 Parochial Church Council OtTicial Independent Exam s, Report Statement of Financia Balance Sheet Statement of Assets & Liabilities Fund Movement Sum Analysis of Income & Expenditur Notes on the Financial Statements Accounting Policies

Halewood Church Council oificials Rev Gareth Morgan, Graham Elliott, Alison Shacklady, Mark Harrison, Parn Boffey(until 28 April 2024), Laura Fisher, Kathryn Griffin, Tom Harrison, Joe Barlow, Gillian Dover, Katherine Cooper, Vanessa Bevan, Lesley Webb, Matthew Hargreaves (Lay chair), Rev Andrew Radford, Lee Burton, Rev Colin Critchley, Aileen Best, Jen Hargreaves, Leigh O'8rien, An8ela Milne (From 28 April 2024) Report and Financial Statements 2024 Nicholns Church & Centre Barclays Bank plc South Liverpool Branch Hunts Cross Liverpool Si Mary's Church Natwest Bank PLC South Liverpool Branch Hunts Cross Liverpi)ol Examiner Mr Roger Craine Architect (St Nicholas Church & St Mary's Church) Rebecca Grlmshaw Anthony Grlmshaw Associates LLP 6 Bridgeman Terrace Wigan WN11SX

HALEWOOD CHURCH COUNCIL ST NICHOLAS & ST MARY'S CHURCHES, HALEWOOD INDEPENDENT EXAMINERS REPORT Report and Financial Statements 2024 I report on the accounts for the year ended 31 December 2024 which are set out on pages 4 to 15. Respective responsibilities of the Trustees and Independent Examiner As trustees of the charity, the members of the PCC are responsible for the preparation of the accounts. They consider that an audit is not required for this year under 5e¢tion 144(2) of the Charities Act 2011 (the 2011 Act) and that an independent examination is needed. It is my responsibility to: . examine the accounts under section 145 of the 201 l Act. - follow the procedures laid down in the General Directions given by the Charity Commi ssioners section 145(5)(b) of the 2011 Act, and . state whether particular matters have come to my attention. Basis of Independent ExAminer'$ Statement My examination was carried out in accordance with the General Directions given by the Charity Cornmission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from the management committee concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in a full audit, and consequently. I do not express an audit opinion on the accounts. Independent Examiner's Statement In connection with my examination, no matters have come to my attention.. which give me reasonable cause to believe that in any material respect the requirements to keep accounting records in accordance with section 130 of the 201 l Act. or to prepare accounts which accord with these accounting records have not been met. or to which, in my opinion. attention should be thawn in order to enable a proper understanding of the accounts to be reached. 121 Mr Roger Craine

Statement of Flnanclal Actlvltles Unr••trl¢t•d Restrlcted Endowment funds fund• funds Totsl Prforyear fund• total fund• R•c•lpts Donatlon8 and legacS83 £105,764 £1,430 £107,194 £102,496 InrAxn8 frcrfn charitabl8 actlvltles £10,875 £1.191 £12,066 £17.111 0th8r tradlng actlvltles £38.062 £38,062 £57,480 Inv89tm8nts £51,123 £42 £51,165 £927 Other Income Total Incom• £205,826 £2,663 £208,489 £178,014 Paym•nt• Ralslng funds ExperHllture on charltable actlvltles £187,117 £7,024 £194,142 £219,146 Other expendltur8 Total •xp•ndltur• £187.117 £7,024 £194,142 £219,148 N•t Incom• l {•xp•ndltur•} r•8ourcM b•lor• tran•f•r £18,708 (£4,382) £14,347 (£41,132) Tran•hr• Gro88 transfers between funds - In £12,017 £9,116 £21,133 Gr088 transfers b8tween funds - out (£13,047) (£8,088) (£21,134) Oth•r r•cognl••d galn8110•8•8 Galnslbsses on Inveslmenl assets {£3901 (£390) Galns on revaluatlon, flxed as8et$, ¢harlty'S own use N•1 mov•m•nt In funds £17,679 £4,755 1£8,477) £13,957 (£41,132) Total lund• brought forward £252,117 £9,387 £32,128 £293,631 £334,763 Total fund• carrl•d forward £269,797 £14,142 £23,650 £307,589 £293,631 Rowe8ont•d by Unr•8trlct•d General Fund £11,540 £11.540 £12,778

D••lgnat•d Churchyard Flxed Assets £252,089 £252,089 £252,089 Flower Fund £344 £344 KMBC Grant £5,668 £5.668 Lent Books £36 £36 Memorlals St Mary Improvement Grants £142 £142 Sl Mary'8 Community Connect Sl Nlchola8 Centre (£1,168) (£1,168) (£12,750) St Nlch)las Improvement Grants £26 £26 Sl Nlcks - C(mmunlty Connact £229 £229 UnW88 £887 £887 R•8trlct•d Ag8ncy coll8Ctlon Churchyard £4,408 £4,408 Harvest St Nlcfdas.. 8ulldlng Fund £9,733 £9,733 £9,387 Endowm•nt St NicPdas.' Investment Funds £23,650 £23,650 £32.128 Total funds £269,797 £14,142 £23,650 £307,589 £293,631

Balance Sheet dotalled Asat 3111212024 Asat 3111212023 Cla•• and cod• D•scrlptlon Flx•d a8S•ts fA11 Equipmént £1,698 £1,979 6421 Sl NlctrK)las Centre £252,089 £252,089 6438 Repalr of church dock (CH French) 96&001 £4,647 £4.$44 6439 W Carters 244.001 £913 £893 T Tyklesley 762-001 £344 £337 Ttrrtynas Chambers 9001 £7,759 ME Roblnson 016-001 £3.186 £3,115 MA Gregw 003.001 £730 £714 LDBF Investment fund 7971651.017) £2.913 £2,848 6445 LD8F Investm8nl fund 7851651.020) £5.850 £5,719 6446 LD8F Inv8stm8nl fund 7881651.022) £1,818 £1,582 LD8F Investment fund g531651.025) £924 £904 LDBF Investment lund 952 (651.028) £1,896 £1,853 6451 LDBF C8F bond 885 {651.000) £47 £46 6452 LDBF CBF bond 893 (651,001) £56 £54 6453 LDBF C8F bond 898 (651.002) £47 £46 6454 LDBF CBF bond 899 (651.010) £58 £57 6455 LD8F CBF bond 900 (651.0111 £30 £29 6456 LDBF CBF borKI 901 (651.012) £58 £56 6457 LD8F CBF bond 841 (651.014) £121 £117 LDBF C8F bond 840 {651.015) £116 £113 6459 LDBF C8F bond 902 (651.028) £87 £1,333 Total Flx•d ••ut• £277,437 £286,194 Curr•nt a8••1• 6501 Barclayg current accJJunt {St Nlcholas) 176 1£1,5481 £1,653 6505 Barclays premlum aco)unt (St Nlchola81984 £13,278 £12.490 6511 Natwest cuTh8nt account (St Mary) 685 £17,594 £2,388 6521 Bardays current acLX)unt (St Nl¢holas) 834 8ulldlrKJ £5 £500 6525 8ardays premiurn aco)unt (St Nltholasl 842 Bulldlng £3,190 £3,873 6531 Barclays current account (C8ntre) 193 £677 £5.884 6535 Barclays premSum accvunl {Centre) 053 £20,731 £1,704 Uoyds buslness ac£ount 088 £625 £625

6595 Petty Cash (Halèbw)j) £11)) £3(N) Z05 Accounts Recelvable £5,829 Total CuTh•nt a•8•t• £55,152 £35,248 Llabllltl•• 6601 Loans recfilved £25,0 8630 Def8ffed Income £5,216 8699 Ag8ncy colbectlons Z04 Accounts Payabla £22,594 Total Llablllll•8 £25,0¢ £27,811 N•t A•••t •urplu• {d•ficlt) £307,589 £293,831 R•••rv•• Exce$vJldeflcltl to date £14,347 Z01 Startlng b8lance$ £293,631 £293,631 Z02 Galnsl{k>s8esl on Investrnent assets (£390) Total R•••rv•• £307,589 £293,831 R•w•s•nt•d by Fund4 General {Unr8strlct8d) £11.540 £12,778 De8lgnated £258,256 £239,339 Rèstrfcted £14,142 £9,387 Endowment £23,650 £32,126 Totsl £307,589 £293,631 Approved by Halewood Church Council on 21 ZOZ 6 and signed on its behalf by: Secretary of Halewood Church Council urch Council

Statement of Assets and Llabllltles (by code) Clas¥ and nomlnal cod• Gon•ral D•$lgnAted R••trlet•d Endowmant Total L4st year Flx•d A8Mt . Inv•8lm•nts 6438.. Repalr of church dock ICH French) 963-001 £4,647 £4,647 £4,544 6439: W Carters 244-001 £913 £913 £893 6440: T Tyklesley 762.001 £344 £344 £337 6441: Thomas Chamb8r8 964-001 £7,759 6442: ME Rci)In80n 01801 £3,186 £3,188 £3,115 6443.. MA Gragory 003-001 £730 £730 £714 6444., LDBF Inv8stm8nt fund 7971651.017) £2,913 £2,913 £2,848 6445.. LDBF Investment fund 7851651.020) £5,850 £5,850 £5,719 6446.. LDBF Investment fvnd 788 (651.022) £1,618 £1,618 £1.582 6447.. LDBF Investment fund 953 (651.025) £924 £924 £904 6448: LDBF Inv88tm8nt furKI 952 (651.0281 £1,896 £1,896 £1,853 6451: LDBF C8F bond 885 (851.0> £47 £47 £46 6452: LD8F C8F bond 893 {651.001) £56 £58 £54 6453.. LOBF C8F bond 898 {651.002) £47 £47 £46 6454.. LD8F CBF bond 899 (651.010) £58 £58 £57 8455.. LDBF CBF bond 9001651.011) £30 £30 £29 6456.. LDBF CBF bond 9011651,012) £58 £58 £56 6457: LDBF CBF borbd 841 (651.014) £121 £121 £117 6458; LD8F CBF bond 840 (651.015) £118 £116 £113 6459: LD8F C8F bond 902 (651.0261 £87 £87 £1.333 Total £23,650 £23.650 £32,128 Flx•d A•8•t - Tanglbl• As••ts 6411: Equlprnent £1.698 £1,698 £1,979 6421.. Sl NSchdas C8ntre £252,089 £252,089 £252.089 Total £253,787 . £253,787 £254,068 Curr•nt As••1 - Cmh At Bank And In Hand 6501: Bardays cjjrrenl accnt {St NlcMa81176 (£3,070) £1,524 (£1,548) £1,653 6505: Barclay8 premlum account (Sl NlclK)las) 984 {£2,8421 £5,868 £10,452 £13,278 £12,490 6511.. Natwest current attount (St Mary) 685 £17,452 £142 £17,594 £2,388 6521.. 8arday$ Current a¢¢ount (St Nicholas) 834 Bulkllng £500 £500 £500

6525.. Barclays prèmium 8G¢ount ISI Nicf#)lasl 842 Building £3,190 £3.190 £3,873 6531.. Barclays current aCcnI Icentrel 193 £677 £677 £5,884 6535: Barday8 premlum account {C8nlr8) 053 £20,731 £20.731 £1,704 6541: Lloyds busln88s ac())unt 088 £625 £625 £625 6595: Petty Cash {Hal8wtsJd) £1 Cij £100 £300 Total £11,540 £29,4 £14,142 £55,152 £29,419 CutT•nt A8s•t - Dobtorn Z05: Accounts R8c8ivable £5,829 Total £5,829 Llablllty . Cr•dltor•: Amounts Falllng Du• In Ono Y•v 6601: Loan8 recelved £25,0(X) £25,000 6630: Deferrnd Irwme £5,216 Z04.' AcCnts Payable £22,594 Total £25,000 £23,000 £27,811 N•t total a•Mt• £11,540 £258,256 £14,142 £23,850 £307,589 £293,631 R•pr•••nt•d by GerKgral (Unr88tr1ctedl £11.540 £11,540 £12,778 Deslgnat8d - FlxedAssets £252,089 £252,089 £252,089 Deslgnal8d - Flower Fund £344 £344 Deslgnated - KMBCGrant £5,668 £5,688 Designat•J - LentBwk8 £36 £36 De8lgnated - St Mary ImprovementGr8nts £142 £142 Deslgnatad - St NlclKAas Improvement Grants £26 £28 Deslgnated . St Nlck8 - Communlty thnect £229 £229 Deslgnated - StNlcholasCentre (£1,168) {£1,1681 (£12,750) Deslgnat8d - un¥180 £887 £887 Restrlct8d - 8ulldlng £9,733 £9,733 £9,387 Restrfcted . Churchyard £4.408 £4,408 End0wMt- Inv8Stm8nt £23,650 £23.650 £32,126 Total £11.540 £258,258 £14,142 £23,650 £307,589 £293,631

Fund movement summary Fund Op•nlng Incomlng Outgolng Trnn¥f•r4 Galn•lLosso• Journals Closlng Churchyard Reslrl¢#ed £1,191 £4,869 £8.087 £4,408 sultOtal* £1,191 £4,869 £8,087 £4,408 Flow•r Fund Designated £28 £372 £344 Sub-total8 £28 £372 £344 G•nwal Unrastrlcted £12.778 £120,423 £110,284 (£11,397} £11,540 Sub-tolals £12,778 £120,423 £110,264 {£11,397) £11,540 KMBCGr•nt 06s1gnated £8,600 £6.747 £3,816 £5,668 8ub-total• £8,600 £6,747 £3,818 £5,688 L•ntBook• Deslgnated £85 £49 £36 8ub-total• £85 £49 £36 M•morlal• Deslgnated £787 £789 £1 sub.totals £787 £789 £1 St Mary Improv•m•nl Grants D881gnat8d £3,036 £2,894 £142 sub.totals £3,036 £2,894 £142 St Nlchola• Improv•m•nt Grant• D88lgnat8d £2,688 £3,262 £@L) £26 Sub.total• £2,688 £3,262 £600 £28 St Nlcks . Communlty Conn•ct 10

Dèslgnated £720 £950 £229 Sub-tot•ls £720 £950 £229 Unlwls• Deslgnated £952 £1.270 £1,2( £887 Sub-totals £952 £1.270 £1,206 £887 St Nlchol•• C•ntr• De81gnated (£12.750) £69,251 £61.090 £3,420 (£1,168) sU10t11* (£12,750) £69,251 £81,090 £3,420 (£1,168> Bulldlng Restrfct8d £9,387 £1.472 £2,155 £1,029 £9,733 sUtOtal• £9,387 £1,472 £2,155 £1,029 £9,733 Inv••tm•nt £32,126 {£8,088) (£390) £23,650 sutOtall £32,128 (£8,088) (£390> £23,650 Flx•dAss•t• Do8lgnaled £252,089 £252,089 sutotall £252,089 £252,089 Total8 £293,631 £208,489 £194,142 (£390) £307,589 11

Analysls of Income and expendlture Total Unre•trlctod Deslgnat•d Restrl¢t•d Endowment Thls Last y•ar y•ar RECEIPTS Donatlons and l•gacl•s 0101- G6ft Ald - Parish Glvlng Schffine £40,311 £40,311 £47,219 0102- GfftAld - 8ank {Standlro Orders) £1,255 £1,315 0201- Other aMed glvSr)g. PaTl$h Glvlr SL*8me £2.923 £2,923 0202 - Other rAanned glvlng - 88nk {StandlrKJ Orders) £3,497 £175 £3,672 £927 0301- Loose plate cfjllectlons (GASDS ellgible) £10,170 £10,170 £11,340 0305 . Loo88 plate wllectlons (rnl GASDS ellglble) £28 0401- Gfft d8yS £4,816 £4,816 0405- Ad.h¢X donallons.. rth Gfft Ald IGASDS ellglbl81 £6,105 £124 £6.230 £2,926 0415- Ad.h(K donatlons.. non Gfft Ald (not GASDS bl81 (£6,252) £7,885 £1,433 0450 - Speclal or spocffic appeals etc. £85 £85 0801- Tax recoverable on Glft Ald £12.616 £12,618 £13,883 0610- GASDS Tax rollef £731 £731 0801- R8cuThlng grant8 £5,216 £5,218 08AI - NC-recurr1ng onedl ants £15,078 £15,078 £23,269 0901- FundralslrwJ Igenerall £2.570 £2,570 £2,932 Donatlon• and l•g•cl•• Total• £82,731 £23,033 £1,430 £107,194 £102,496 Incom• frnm charltabl• actlvlti 1101- Parlsh fee for weddlng or funeral £9,617 £9,617 £11,827 1110 . Churchyard malntenance fee £170 £787 £1,191 £2,148 1230 - Churth or Hall18tting8- jeCtIVeS £5,284 1280 - Churth event income £300 £300 Incom• from ¢h•rltabl• o¢tlvltl•s Total8 £10,087 £787 £1,191 £12,066 £17,111 Oth•r tradlng actlvltl•• 0910 - FundralslFvJ (Attlc, Car Boot, Tae top. Jumble sales} £452 £457 1240- Church or Hall lettin9s- fund ralsing £26.040 £11.301 £37,341 £54,790 12

1260 . Magazlne Inwme - sales £75 £75 £336 1270 - Other funds generated £170 £18 £188 £2,354 Othor tradlng actlvftl•8 Totals £26,737 £11,325 £38,062 £57,480 Investmont• 1020 - Bank and bullding sod8ty Interest £170 £75 £42 £287 £927 1025 - CBF D8posIt acccwnl inlerest £696 £6 1030 - Rent from leased lar8 crf bulldSng8 £50,181 £50,181 Invo8tm•nls Total• £866 £50,256 £42 £51,165 £927 R•c•lpts Grand total• £120,423 £85,402 £2,863 £208,489 £178,014 PAYMENTS Exp•ndllur• on charltabl• acllvltl•• 1801- Gfvlng to m1581onary 8ocl81188 £290 1850 . Homo mlsslon £18,282 £18.282 £348 1890- Alm8 £400 £4C 1910 . DeanerylParlsh Share £45.890 £45,690 £64,578 2010 . Salary ol organistlmuslcians £440 £425 2050 . Staff Salarl•s £29,888 2101 . Clergy worklng expen888 £879 £879 £5,959 2120 . Councll tax (clergy houslng) £318 £318 2140 - Water charges Idergy houslngl £538 £538 2150 . Tolephffi• and broadbarKI (clorgy trnu81ngl £1,2( £1,2Ck8 £1,466 2160 . Sernn preparatlon materfals and resources £724 £724 2190 - Vlsltlng speakers I locum$ £7 £7 £2,800 2201 . Parish mlselon and evangellsm costs £80 2210 - DISCIeShip course costs (a.g. Alpha, etc.) £49 £49 2250 . General MISSIlSUppOrt actlvltie8 {£3,295) £8,470 £5.178 £11,339 2301- Insuranr premiums {church bulldiro) £3,967 £3,987 £770 2320 . Organ I plano tunlNJ and malntenanc8 £280 2330 . Churth l)ulldlw rna5ntenan (routlne) £9,637 £9,637 £31,309 2331 . Cleanlng materkls & equipment (church trAJlldiro} £310 £310 2335- Church 8qulrAn8nl costs £5,154 £5,154 2340 - Upkeep of servlces £1.237 £28 £1,265 £3,233 2350 - Upkeep of churthyard & grrmIS £960 £789 £5,762 £7,512 £1,460 2360 - Administration Costs lor parish £6,065 £31 £6,0 £2,682 13

2362 . Banking charg88 £248 £102 £102 £452 £642 2401- Churth building - 81ectric £6,489 £6,489 2410- Church bulldlng- gas £11.174 £11.174 £61,331 2420 - Churth bulldlng - water £3,655 £3,655 2515. Other tradlrKJ expenditure £99 £99 2530 . Halvother bulldlng - electrlclty £2,824 £2,824 2540 - HalVOth8r bulldlng - ga8 £21,566 £21,566 2560 - HalVOth8r bulldlng - malntenBn¢e Iroutlne) £3,651 £3,651 2565- HalllOth8r bulldlng - equlpment £2,350 £2.350 2570 - Halvother bulldSng - td8pfN)ne and broadband £1,593 £1.593 2580 - Halvother bulldlng- water charges £2,051 £2,051 2585- Halvolher bulldlng . consumables £165 £165 2590 . Ha1VOttr buSK11ng . staff cost8 £675 £24,424 £25,099 2595 - PAYE, NI & P8nslon . Halllcommunty cantre £3,220 £3,220 2820 - Halvother bulldlng major repalrs - Installation £1,160 £1,180 9910 . Asset depr•clatlon £281 £281 £916 Exp•ndltur• on ch•rltabl• actfvitl•s Totals £110,264 £76.832 £7.024 £194,142 £219,146 Paym•nt• Grand tot•l• £110,264 £76,852 £7,024 £194,142 £219,146 14

The purpose of this note is to explain the change from accruals basis in 2023 to income and payments basis in 2024 without having to restate the previous year's accounts. Due to the implementation of a new accounting system (My Fund Accounting Online) a consequence is that some of the disclosures between the 2023 and 2024 may give rise to some inconsistencies simply due to the difference in accounting methodology.
The Trustees recognise that there is neg8tive balance in the St Nicholas Centre designated fund. Remedial actions are in place, and we expect this fund to be in surplus in 2025. 15

HALEWOOD CHURCH COUNCIL ST NICHOLAS & ST MARY'S CHURCHES, HALEWOOD Report and Financial Statements For the year ended 31st December 2024 ACCOUNTING POLICIES The financial statements have been prepared in accordance with the Church Accounting Regulations 2006 together with applicable accounting standards and the Charities SORP. The financia] statements have been prepared under the historical cost convention except for the valuation of investment &ssets, Ml]ich are shown at market value. Funds General funds represent the funds of Halewood Church Council (HCC) that are not subject to any restrictions regarding their use and are available for application on the general purposes of the HCC. The accounts include transactions, assets and liabilities for thieh the HCC is held responsible in law. They do not include the accounts of Church gTOUPS that owe an affiliation to another body nor those that are infonnal gatherings of Church members. Ineoming Resources Voluntary income and capital sources Collections are recognised when received by or on behalf of the HCC. Planned giving receivable under covenant are reCOlsed only when received. Income t&x recoverable on covenants or gift aid donations is recognised then the income is recognised. Grants and legacies to the HCC are accounted for as soon &5 the HCC is notified of its legal entitlement and the likely amount due. Funds raised by the fetes and similar events are accounted for gross. Sales of books and magazines from the church bookstall are accounted for gross. Income from investment Dividends and interest are accounted for when receivable. T&x recoverable on such income is recognised in the same accounting year. Incomefvni pn)pertiJ renials Rental income is recognised when the rent is due. The accounts this year h8ve been prepared on an income and payments basis. It has been decided not to restate the previous year, and consequently creditors and debtors from the previous year have been released into the income statement in the current year. 16

The purpose of this note is to explain the change from accruals basis in 2023 to income and payments basis in 2024 without having to restate the previous year's accounts. Due to the implementation of a new accounting system (My Fund Accounting Online) a consequence is that some of the disclosures between the 2023 and 2024 may give rise to some inconsistencies simply due to the difference in accounting methodology.
The Trustees recognise that there is neg8tive balance in the St Nicholas Centre designated fund. Remedial actions are in place, and we expect this fund to be in surplus in 2025. 15