## Annual Report 2023 **CHARITY NUMBER: 1162127 Upper Parliament Street, Liverpool** ## Table of Contents |**1.**|**Objects & Activities**|**Objects & Activities**|3| |---|---|---|---| ||**1.1**|**Purpose Statement**|3| ||**1.**|**Values**|3| ||**2.**|**Ministry Priorities**|3| ||**1.2**|**4 Key Missional demographics**|4| ||**1.3**|**Congregations**|4| ||**1.**|**Sunday**|4| ||**1.4**|**STJ Activities**|5| ||**1.**|**Student Ministry**|5| ||**2.**|**Families Ministry**|5| ||**3.**|**Connect Groups**|6| ||**4.**|**Alpha Course**|6| ||**5.**|**STJ Minis**|6| ||**6.**|**Liverpool Next Generation**|6| ||**7.**|**University Chaplaincy**|7| ||**8.**|**School Chaplaincy**|7| ||**9.**|**Youth Work**|7| ||**10.**|**Church Holidays**|7| ||**11.**|**Baptism and Confirmation Service**|8| ||**12.**|**Prayer**|8| ||**13.**|**Marriage Course**|8| ||**14.**|**Community Organising**|8| ||**15.**|**Building Project**|8| ||**16.**|**Ministry Assistant Programme**|9| ||**17.**|**Missional Partners**|9| ||**18.**|**Legacy**|10| ||**19.**|**Activities undertaken in 2023**|11| ||**20.**|**Mission Initiatives**|11| ||**1.5**|**Plans for 2024**|12| |**2.**||**Structure & Management**|13| ||**2.1**|**Parochial Church Council (PCC)**|13| ||**2.2**|**Staff Team**|13| ||**2.3**|**Structure, Management & Governance**|14| ||**2.4**|**Access, Inclusion & Policies**|14| 1 |**3.**||**Finance**|16| |---|---|---|---| ||**3.1**|**Finance Summary**|16| ||**1.**|**Donations**|16| ||**2.**|**Parish Share**|16| ||**3.**|**St James Charitable Giving**|16| ||**4.**|**Grants**|17| ||**6.**|**Restricted Donations**|18| ||**7.**|**Declaration**|18| ||**3.2**|**St James in the City Accounts**|19| ||**1.**|**Statement of Financial Activity**|19| ||**2.**|**Balance Sheet**|20| ||**3.**|**Note to the Financial Statement**|21| ||**4.**|**Analysis of income and expenditure**|24| ||**3.3**|**Independent Examiners Report**|28| 2 **St James Annual Report 2023** ## **1. Objects & Activities** ## **1.1 Purpose Statement** ## **1. Values** St James has the following values. These give us a language for shaping our patterns of discipleship. Engaging with all 5 values will aid our faith journey and help us follow Jesus faithfully. Love God - Our central focus is meeting together to worship and glorify God Live as community - Create strong supportive networks. Provide friendship, family and home to people from many backgrounds and nations Grow more like Jesus - know more about him, become more like him - Serve our communities - Work to make a real difference in Liverpool and beyond, especially for the poor - Build God’s Kingdom - Locally, nationally, and globally for those yet to know Jesus. Train, equip, send and resource ## **2. Ministry Priorities** As the church has grown it has developed the following priorities: 1. Welcome: we prioritise a culture of welcome and hospitality both on a Sunday and throughout the week. We want to share table fellowship and hospitality is central to this ministry. 2. Church Planting: a culture of growing and multiplying out. We have a vision to multiply the good and give it away generously. This includes new expressions of churches and will be costly. We have already planted a new 10.30 service (Sep 2017), STJ minis (baby and toddler congregationJan 2019) and in 2023, we launched our first Church revitalisation Project with St Mary’s Wavertree. 3. Depth in discipleship: we aim to focus far beyond Sunday Church. We are an attractional Church, but discipleship is front and centre. This means we make spiritual growth a priority, we do life together and make sure a mid-week group is available for all demographics. These groups have multiplied in 2023 and further plans are in place to broaden these in 2024. We run Alpha and use it as a tool for missional growth and leadership development. 4. Developing leaders: 16 of our members are now exploring, training or have entered ordained ministry. Since 2012 we have run a ministry assistant programme and actively look to create employment opportunities in Church for graduates to develop their sense of vocation. 3 **St James Annual Report 2023** 5. Generosity: we give an increasing amount of our income away. This includes money to local charities, larger national charities, and missionaries, as well as to our church plants. We aim to invest heavily in everyone who comes to St James, to grow their relationships with Christ, to help them nurture their gifts, and then send them on to use those gifts wherever God is calling them. This is costly for St James but is about building God’s Kingdom everywhere. 6. Justice: a key concern of STJ is to ensure that the faith of the congregation is grounded in the need for social justice. We have a high involvement with the launching of Liverpool Citizens and have strong links with several local and national charitable groups. 7. LNG: alongside the above, we help lead the Liverpool diocese Next Generation (LNG) project focusing on mission and discipleship in secondary schools and at our universities. ## **1.2 4 Key Missional demographics** Everyone is welcome at St James’. There are 4 demographics who we have a particular missional focus towards, recognising that we are just part of a wider landscape of Anglican and non-Anglican Churches serving the diverse people groups in our city. 1. Adults: part of our missional intentionality. This is a growing area committed to deeper discipleship through mid-week groups, social activity, and shared mission. 2. Families: are a big part of STJ. All age worship is an important and a valued part of our Sunday worship. In Jan 2019 we launched a baby and toddler congregation and in May 2019 we appointed a families’ worker with a focus on missional outreach. Within our families we are developing a culture of invitation and discipleship. We also hold multiple family events (social and missional) and services throughout the year. 3. Students: we have been asked by the diocese to be missionally intentional with students, and we have a growing group of about 50 students who regularly attend Church. We have a term time mid-week student group, comprising of worship, a cooked meal followed by study and ministry in Church. We work closely with the Anglican Student Chaplaincy team and run daily activities on Campus. 4. Youth: was a huge missional priority in 2023. The Loft in Church continues to be well used, on Sundays and in the week by our youth group. The Youth Ministry has thrived in 2023, growing in faith and in number including a Youth Weekend Away and Focus! This is supported by our call to resource the next generation and LNG. ## **1.3 Congregations** We meet every week to build community and worship God. We meet across 3 congregations Sunday; 10.30am and 4pm, and Thursday (StJ Minis). Across all our congregations our worship is lively, and spirit filled. We put a high value on the Word of God and take seriously the need to apply the Word to our contemporary situation and the needs around us. The different congregations have different focuses, and their talks and sermons reflect this. ## **1. Sunday** 4 **St James Annual Report 2023** Our Sunday services are informal and relaxed, an opportunity to meet to worship, be challenged and engage with God. We have 2 Sunday gatherings - 10.30am and 4pm. The 10.30am includes 3 children’s groups, creche, infants and juniors. 4pm includes a youth group as well as the same 3 groups. Our usual Sunday attendance is 125 adults and 33 children. We have journeyed through sermon series’ on Ezekiel (Into Deep Waters) with Instagram Live during lent, 1 Thessalonians (One in Christ), Parables in Matthew (The Kingdom of Heaven is Like...) and Luke (Baptised into Christ and our Advent series ‘Be Part of the Story’). ## **1.4 STJ Activities** ## **1. Student Ministry** We started the year with a Relationship Series on Monday evenings which covered topics like friendship, dating and marriage. We created small groups which helped students share confidently. Lois did a great job leading our students but felt it was right to move onto other things at the end of the academic year. Bethan has worked so hard to gather new students in the autumn term and we are seeing the largest numbers at Student Connect than we’ve seen since before the pandemic. Highlights this academic year have been the night away in the Lake District, a wonderful Christmas party, existing and new student leaders stepping up and supporting Bethan, and seeing many new students serve on Sundays. We celebrate the work of the Brewery, connecting with students and young adults. Challenges with venue and attendance has meant that we decided to close this ministry from July 2023, for the time being. ## **2. Families Ministry** We really enjoyed time with families in Church and in our local community last year. Our Easter Egg Hunt, Coronation Picnic, and meet-ups in the park were highlights. Our light party was brilliant time - we had games, crafts, food - there has been so much to celebrate! Some of our families went to Focus in the summer and had a really good time. One child said that Focus was even better than StJ Kids (they must have been joking)! On Sundays we've had a great time learning and playing together in StJ Kids. In Autumn we were looking at Jesus being the vine and us all being the branches from John 15. We hope to continue growing in our faith this year as we hopefully grow in team and share the love of God with our wonderful families. We are very grateful for our amazing team who have worked so hard to make StJ Kids fun and safe, and have helped to make all the family events so special. 5 **St James Annual Report 2023** ## **3. Connect Groups** We encourage every member of our Church to be part of a connect group; it’s the primary way we look after each other and strengthen our friendships. Our groups have people from different walks of life all sharing and learning from each other. We enjoyed studying Ezekiel & Luke alongside the sermon series. A few connect groups have found it fruitful to read a book together, a particular favourite was 'a deeply formed life' by Rich Villodas. Looking forward, we would love to see more connect groups form as we continue to grow in number, and for them to keep meeting regularly. If you are not yet in a connect group, now is a great time to join, let's grow deeper in faith together. ## **4. Alpha Course** We ran three Alphas in 2023 - January, May and October with a total of 48 completing the course. Alpha is one of our main ways of growing new disciple. We shared a hot meal every week at each Alpha, provided by people from our generous Church family. It's good to see some people now part the church family that joined us at Alpha, and we have been privileged to see some bless other Church communities too. A lot of people helped to make Alpha run, from cooking, to welcoming and facilitating great conversations. Each course is like an adventure that the team are on together - have a think about which Alpha course you might like to serve on this year, we‘d love for more of our Church family to get involved this year. ## **5. STJ Minis** This year at Minis we have had so much fun engaging with lots of new families. Our community has changed and adapted as we said goodbye to little ones going to school, but we have welcomed lots of new families through our doors and seen some of our regular families grow even bigger. We have seen varying numbers attend Minis over the last year and been unsure of the way forward at times but our Minis Christmas Show day (a huge highlight) saw the greatest number of families at Minis and several expressed interest in joining us more regularly! Our Minis Extra is always a special time of community, honesty and discipleship - we read scripture together, share testimonies, struggles and triumphs of parenting and pray together. We are open and excited for where God will guide us with Minis this coming year – we are already excited to see some of our Minis families come to Quinta! ## **6. Liverpool Next Generation** The Liverpool Diocesan growth strategy, ‘asking God for a bigger church to make a bigger difference’, applies to all age groups, with our current strength being with older age groups and primary aged children. A distinct and urgent need was recognised to increase our capacity and ability to address the missing generation of 11-29 year olds, as challenged through our Diocesan Peer Review. In September 2020, LNG launched to provide outstanding, focused youth and student ministry that means young people enter the workplace and social space with an everyday faith that is confident in the gospel, filled with the Spirit and with a grasp on their God-given purpose. LNG creates opportunities for young leaders to develop in the church context. 6 **St James Annual Report 2023** Throughout 2023, Liverpool Next Generation has continued to and developed working with many students and pupils across Liverpool. ## **7. University Chaplaincy** 2023 was a great year for the University Chaplaincy. During the spring and summer terms, the team enjoyed meeting many students on campus and inviting them to events at StJ. Faith Express became more attractive to students as we offered free coffees, Mindful Art, board games and a safe place to hang out and chat. We opened Faith Express 4 times a week and saw more students engage with us during ‘Feel Good February’. We continued to support events at DWELL Student Accommodation and engage in Refreshers Events. During the Autumn term we saw more students visit Faith Express than ever before, with new students coming each week! One highlight was seeing two international students from Faith Express do Alpha at StJ and become part of the student community here. It has been amazing to see the community growing there, faith conversations happening and friendships forming in this space. ## **8. School Chaplaincy** The school’s team have enjoyed a fruitful year full of faith exploration sessions and discipling many in our Christian Union groups across the three schools. We have been so encouraged in working alongside young people in delivering assemblies and services both inside and outside of Church. We have been blessed to see school students attending larger StJ Youth events, youth group, weekends away and some even moving into Sunday Church attendance! There are exciting and new opportunities already in the works for the schools chaplaincy this year! The bridge between school chaplaincy and Church has grown stronger this last year. ## **9. Youth Work** StJ Youth keeps getting better and better. Our first youth weekend away happened at Barnstondale, where we had an amazing time together building relationships, watching the leaders get pied and of course, exploring faith further. This led us well into summer as we took 13 young people to Focus where they encountered the Holy Spirit. God was surely on the move. In September we launched youth+ for youth in Yr10 and above, running at the same time at youth group but giving our older youths their own space to build relationships and journey together. We went to the new Merseyside Youth Prayer event, where two of our young people became Christians! It was amazing to see under 18s pray for the youth of our city on stage. In November 4 young people got baptised/renewed their baptismal vows. We are thrilled with all that God has done and are excited for all that is in store for our StJ Youth and the team in 2024. ## **10. Church Holidays** We loved being able to go on holiday with each other in 2023. Early in the year, we had an Adults Retreat to Foxhill, a Youth Night Away to Barnstondale and the Students went to the Lake District in March and November! In July, we took 70 people to Focus, the HTB Churches Summer Festival which was a great time of community, worship, teaching, seminars, sports and eating for every age! We’ll be going to Quinta together in 2024 and Focus again in the Summer! 7 **St James Annual Report 2023** ## **11. Baptism and Confirmation Service** We had two baptism services in 2023, with a total of 7 people getting baptised. The services wer wellattended by family and friends of candidates and we are hopeful for more in 2024. ## **12. Prayer** We felt a strong call to pray in 2024. We continued our regular fortnightly prayer meetings – alternating between Tuesday mornings and evenings. We also held 3 half nights of prayer. ## **13. Marriage Course** We ran the marriage course in May 2023, with 6 couples attending. ## **14. Community Organising** We want to mobilise as a Church to seek justice in our city and our world; and we have had different expressions of that over the years at St James. One of the main ways this is taking shape now is through our engagement with Liverpool Citizens, a broad-based organization which seeks to affect social change together. We have committed financially to this as church, and as a deanery, and have sent around 15 people for training. In 2023 we took part in a listening campaign along with other organisations to hear the concerns of people in our church and local area. In 2024 we hope to work towards addressing some of these key issues and we would love to see our team grow as we continue to campaign for justice. ## **15. Building Project** It has always been one of our aims to bring St James Church, Toxteth back to life. St James is a building of significant historic, architectural, and cultural importance. The Grade 2* listed building, derelict since 1972, had been a place of worship for an eclectic mix of Liverpudlians. The church is situated at a key intersection between Toxteth, the docklands and the city centre, an area which was previously industrial and is currently being developed as a residential district. Over the years the restoration project has taken various forms and an advance is down to the support and generosity of the congregation and various grants and funders. 8 **St James Annual Report 2023** - 2012 emergency works to fully restored the Nave and Chancel roofs at a cost of £600K were completed. - Multiple unsuccessful applications to National Heritage Lottery Fund and LCC withdrawing 5 acres of land from our regeneration scheme meant our focus moved from the full regeneration project (Heritage and Hope Project) to concentrating on restoring the church. - 2018 the PCC decided to construct a kitchen, 2 toilets and a small office at the West End of the Nave. This was completed in the Summer of 2018. We also improved the outside and entrance into church with ramps, new doors and the planting of a wildflower meadow. - In 2019 the tent was further extended to its full potential and a temporary notice board was added to the entrance area. By the grace of God, in 2021 we were able to undertake a huge building project and we now have a renovated building, with new rooms, central heating and a much bigger and more useful worship space. We could not have done this without several grant funders and the generosity of our congregation. We’ve loved using the extra rooms for kids work, Alpha, prayer meetings, small groups, youth and student work and more in 2023. ## **16. Ministry Assistant Programme** In 2023, we continued our Ministry Assistant Programme with Josiah finishing in June. We were pleased that Sophie Fazakerley and Oli Rugg continued with a second year. Gaby DiMarco and Luke Morgan started the programme in September. We love having them around and helping them develop as great leaders! ## **17. Missional Partners** StJ is connected with multiple missional partners. The degree to which we work with the partners varies. Some use our building, others we support financially, and they all are part of our regular prayer. - Just Love student charity which members from St James are involved with and they regularly use our building. - Wycliffe Bible Translators - 4 Wings Charity supports vulnerable woman, they have been using our building - University CUs regularly use our building - LNG chaplains in the university and schools. - Organisations and other churches in our Deanery 9 **St James Annual Report 2023** ## **18. Legacy** St James has always had a focus on a young demographic. Since the re-start of St James, we have the privilege of ministering to over 200 students and over 30 11-18 year olds. With the addition of the LNG chaplaincy teams this has increased to interacting with 800 students and 2600 11-18 year olds. A key aspect of St James is the development of future leaders, leaders for all spheres of life with a specific focus on full time Christian ministry, including ordination. We have had members - Go on to further theological study – year outs in Bible schools and Masters in Christian Leadership - Vicar has had his book published, A theology of Hopeful Influence - Members have become Chaplains to the different Universities in Liverpool - Students have gone to work as UCCF interns - Members have gone on mission trips Bangladesh, Peru and Uganda - We continue to invite members to preach - Members have completed the Worship Central Year - Our music and worship team continues to grow with new worship leaders. - Members work for charities, secular and Christian. - Members have volunteered for the Christian Community e.g., Scargill - Many members have been supported through the discernment process to ordained ministry. Some are outlined below - James Harding was ordained in Liverpool and became the university chaplain as well as working within STJ staff team. He went on to be the Principle of St Pauls Theological College in Malaysia, and is currently serving as the Director of St Mellitus College South West. - Tabitha who completed a year working as an intern at Liverpool Cathedral before training at Cranmer Hall Durham was ordained June 2017. After serving her curacy at St Clement and St Bede’s Toxteth, she is currently Interim Associate Priest to Liverpool Our Lady and St Nicholas. - Danny completed his training at Ridley Hall Cambridge was ordained June 2017 and serves as Curate at St Georges Gateshead. - Gareth completed his training for ordination at Ridley Hall Cambridge. He was ordained June 2018 and, after serving his curacy in Newton le Willows, is now a vicar in St. Helens. - Becca worked as assistant student chaplain at Hope University and in Sep 2018 started ordination training at Cranmer Hall Durham. - Ryan was ordained June 2017, worked as University Chaplain and has now returned to Canada to head up a church. - Debs Davies, a previous member of staff, completed her ordination training at Trinity College Bristol (started Sep 2018) and is now serving her curacy in St. Helens. - Jerome, an intern, has started Ordination training in Cambridge (Sep 2019). - Andrew Bailey a StJ student worker and Anglican chaplain started ordination training at Trinity College Bristol (Sep 2020) - John Lisle and Kirsty Fazakerley, both on our staff team for many years started ordination training at Emmanuel Theological College in September 2022 and have moved to their placement church with their families. 10 **St James Annual Report 2023** ## **19. Activities undertaken in 2023** ● We ran sermon series’ on Ezekiel (Into Deep Waters) with Instagram Live during lent, 1 Thessalonians (One in Christ), Parables in Matthew (The Kingdom of Heaven is Like...) and Luke (Baptised into Christ and our Advent series ‘Be Part of the Story’). - We dedicated 2 children and celebrated 5 weddings - Students, Adults and Youth all had weekends away! - We held three Half Nights of Prayer & hosted the IJM Prayer for Justice tour - We partnered with Freedom Church, providing a safe space for the Iranian community bible study group - We ran a week of Easter events (football, music and dance - workshops) for families, youth and all-age services - We hosted a Eurovision party - We watched the HTB Leadership Conference together - We celebrated the King’s coronation with a picnic - We baptised 7 people - We ran The HTB Marriage Course - We attended and celebrated Jerome’s priesting - 68 of us went to HTB Focus in the Summer - We hosted the Together for the Harvest ‘In Conversation with Nicky and Pippa Gumbel’ - We continued the Hopeful Influence Podcast - We hosted the Liverpool Sleepout in aid of The Whitechapel Centre - The men went on a Sunrise Trip up Moel Famau and the women had a drinks and - nibbles social - We held a Light Party in November - We hosted a community Fireworks event that welcomed over 500 people - We hosted an AI seminar - Our Youth took over leading our services four times! - We began the Church plant at St Mary’s Wavertree and helped with their Sunday services throughout December - We enjoyed celebrating Christmas with our Christmas Party, Carol - Services and Nativity and Christingle service ## **20. Mission Initiatives** It was great to have a full year with a new building and less covid restrictions to focus on Mission. In 2023 the Mission initiatives were: - Staff and congregation members continue to preach at other churches and events, including CU meetings and weekends away - We have aided other churches in the deanery by providing Sunday worship leading and preaching. - Family events in various locations - Multiple Alphas (Youth, online and in person Adult) - We have focused on our Youth group, discipling young people to invite their friends – which they have! - We have continued to livestream our services. 11 **St James Annual Report 2023** - Midweek connect groups continued and grew. - Focus! - We hosted more events for the local community: fireworks with 500 people in attendance, Big Picnics, Easter Egg Hunt, Light Party and Christmas Party! - LNG schools’ teams have had a great year with assemblies, lunchtime groups and plenty more! - University chaplaincy team were able to do more events, including opening Faith Express 3 times a week and also at Dwell, Cathedral Campus - Our social media has developed and grown. - The youth team continued their own Twitch stream - We began the revitalisation project with St Mary’s Wavertree ## **1.5 Plans for 2024** Under God we've outlined some of our key plans for 2024 in our Vision and Giving booklet. In summary, we are asking God to help us: - Grow a bigger church to make a bigger difference: more people knowing Jesus, more justice in the world - Support the St Mary’s Church plant - - - - Invest in our Adults ministry - Improve our heating system - Develop Church Grounds and building exterior through signage and lighting - To continue to grow St James in both breadth and depth. Our aim is to help new people to become members of St James, growing in their faith, discovering their gifts and abilities, reaching out in mission and doing it all for God’s glory 12 **St James Annual Report 2023** ## **2. Structure & Management** ## **2.1 Parochial Church Council (PCC)** Under the terms of the Synodical Government Measure 1969, it is the duty of the Incumbent and the PCC to consult together on matters of general concern and importance in the parish. The main function of the PCC is to co-operate with the Vicar in promoting the whole mission of the Church, pastoral, evangelistic, social, and ecumenical. PCC Membership: Vicar Jude Padfield Curate Jerome Daniels Wardens: Steve Rowe Emma Kane Co-opted Treasurer: Janet Wightman Secretary: Sophie McCoid Deanery Synod Rep: Sophie Fazakerley-Poole Titus Ellerby Elected Members: Sophie McCoid Charles Woolnough Matthew Harley Josiah Madziwanyika Bethan Asher ## **2.2 Staff Team** Alongside the Vicar and Curates, the PCC employ a staff team. There are full time and part time positions. Assistant Pastor/Creative Director/Youth Pastor Operations Manager Student Worker Finance Assistant Minis Leader (supported by the Joshua Centre) We also had 4 Volunteer Ministry Assistants in 2023. In 2020 we were awarded funding from church commissioners for the Liverpool Next Generation project which has thrived in 2023. This Includes the employment of the following positions. LNG Administrator & Social Media Co-ordinator 2x Schools Missional Chaplain Lead University Chaplain University Chaplaincy Assistants (we have 4 part time positions based at StJ and 2 part time positions at Penny Lane Church) 13 **St James Annual Report 2023** Our staff team has seen a few changes in 2023; Lois started a new job with IntoUniversity at the end of July and Charis joined us to assist with finance in August. We welcomed Gaby and Luke as a new Ministry Assistants and Bethan as our new Student Pastor in August, along with Tom and Samantha as University Chaplain Assistants. Matty & the family stepped into leadership at Cottage Lane Mission Church and we are welcoming Lydia this year as a Schools Missional Chaplain. ## **2.3 Structure, Management & Governance** St. James PCC is a body corporate and operates under the Parochial Church Councils (Powers) Measure 1956 and the Church Representation Rules. The PCC is a regulated charity since June 2015, our charity number is 1162127. It should be noted that the following charities share some common trustees with the PCC: LivServe and LivGrow. Both these charities are not currently in operation. The method of appointment of PCC members is set out in the church Representation Rules, in that PCC members are elected annually at the APCM by members of the Electoral Roll. All church members are encouraged to register on the Electoral Roll and stand for election to the PCC. PCC members receive induction training including trustee responsibilities, basic health and safety, risk assessment and management and child protection procedures. The PCC has considered Risk Assessment to identify any major risks and established systems to mitigate those risks. Health and Safety requirements are reviewed regularly by a knowledgeable person to enable the PCC to appraise risks and implement necessary compliance requirements. Procedures for recording accidents have been put in place. The general functions of the PCC are stated within section 2 of the Parochial Church Councils (Powers) Measure 1956. When planning our activities for the year, the PCC considered the Charity Commission’s guidance on public benefit and, in particular, the specific guidance to charities concerned with the advancement of religion. ## **2.4 Access, Inclusion & Policies** St James in the City is committed to access and inclusion in all its work. Janet Wightman is currently the safeguarding Co-ordinator, the safeguarding officer and vicar attended regular training arranged by Liverpool Diocese. All volunteers with children are also asked to complete online safeguarding training and conduct a DBS check. As well as the policies below StJ has numerous risk assessments which for 2020 included online activity. The following policies and procedures were updated; - Discipline Procedure 14 **St James Annual Report 2023** - Environmental - Equal Opportunities - **-** Maternity/Paternity **-** Financial - Fire Procedure - Fire Risk Assessment - Fire Safety Awareness - Flu Policy - **-** Grievance Procedure - Hazards Inventory - Complaints - Health and Safety - Procurement - Risk Assessment - Safeguarding - Extreme incident - Flu - Risk Assessment - Babysitting - Lone working - Youth - One to one working - E Policy and Images 15 **St James Annual Report 2023** ## **3. Finance** ## **3.1 Finance Summary** ## **1. Donations** We set ourselves a financial giving target which would cover the deficit from 2022 and enable new ministry activities to happen through the year. We exceeded our giving target and people responded generously and faithfully to the wider needs of the Church. ## **2. Parish Share** We were able to make a voluntary donation to parish share of £200 in 2007 £1,000 in 2008 £3,000 in 2009, £5,000 in 2010, £9,000 in 2011. In 2023, this has grown to £3,840 towards the curate’s housing and £25,661 to parish share. ## **3. St James Charitable Giving** Each year St James in the City decides to Tithe its income (donated giving). In 2013, the PCC increased their donations from 10 to 11% of donations received. Each successive year the percentage has increased. In 2016, this reached 14%. In 2017, the PCC decided to give 14% away in the usual way and the extra 1% put aside towards our church plant. In 2018, 14% was given away and 2% was given to the Church Plant. The intention is to continue to give both to church plants and other charities. Due to the coronavirus pandemic and stress on church finances, we gave away 14% which included the 2% for the church plant. The list of charities we donate to are below. They are spilt into International, student, justice, local, leadership and training and other. ## **International:** ## **Student:** |**l:**|| |---|---| |Chris and Liz White in Spain|£ 1,650| |Wycliff - Kamuku Project|£ 200| |Friends International|£ 200| |Congregation Member Mission Abroad|£ 100| |Total|£ 2,150| ||| |UCCF Worker|£ 300| |Fusion|£ 300| |Total|£ 600| **Justice:** 16 **St James Annual Report 2023** ## **Local:** |IJM|£ 300| |---|---| |Just Love National|£ 150| |Just Love Liverpool|£ 150| |Tear Fund|£ 300| |Total|£ 900| ||| |Citizens UK|£ 1,000| |4 Wings|£ 100| |Together for the Harvest|£ 90| |VictoryOutreach|£ 100| |White Chapel|£ 100| |Local Mission Pot|£ 500| |Total|£ 1,890| ## **Leadership and Training:** |**nd Training:**|| |---|---| |Past Ordinands|£ 150| |UCB Bible Reading Notes|£ 100| |Total|£ 250| ||| ## **Extra 2023 Donations** |**onations**|| |---|---| |Church Plant|£ 7,000| |Total
£ 7,000|| ## **Total Giving in 2023** **£12,790** Our total missional giving is 14% of our donations received in 2022. In 2023 our total donated income was £105,012.77 (standing orders, other planned giving, collections and one off individual unrestricted gifts) (2022:£ 89577.67) The PCC has decided to give a percentage of this away to the church plant and to other charities. During 2024, at least £7700 will be distribute to charities, locally, nationally, and internationally, and £7000 to church plant fund. ## **4. Grants** During 2023 the following Grants were either received or awarded to St James in the City. We are very grateful for the continued support. Grants Received or Awarded Fund 17 **St James Annual Report 2023** |Scripture Readers|(res) Worship Pastor & Raising Leaders|£ 3,000| |---|---|---| |A J Shone|(res) Youth|£ 2,000| |DMGF|(res) Ministry Assistants and Staffing|£ 7,000| |LDBF|(res) Curate Housing|£ 4,500| |MES|(res)Ministry Assistants|£ 3,000| |Benefact Trust|(res) Building renovations/Youth Work|£ 11,100| |Together Liverpool|(res)Easter Events|£ 720| |LDBF|(res) Heating Grant|£ 1,500| |LDBF|(res) LNG|£ 98,815| ||Total|£ 131,635| ## **5. Building Project Grants** We received no Building Project Grants in 2023 ## **6. Restricted Donations** |**6.**
**Restricted Donations**|| |---|---| |Fund|| |Minis|£199.13| |The Whites in Spain|£550| |Total|£749.13| ## **7. Declaration** On behalf of the PCC, this is a true representation of St James in the City Rev’d Jude Padfield, Vicar Date: 15/03/2023 Miss Janet Wightman Treasurer Date: 15/03/2023 18 **St James Annual Report 2023** ## **3.2 St James in the City Accounts** ## **1. Statement of Financial Activity** 19 **St James Annual Report 2023** ## **2. Balance Sheet** St James in the City As at: 31 December 2023 20 **St James Annual Report 2023** ## **3. Note to the Financial Statement** ## **Note 1:** ## a. Accounting policies The financial statements have been prepared in accordance with applicable accounting standards; the Statement of Recommended Practice “Accounting by Charities” (the “SORP”) issued in 2005 and in accordance with the Church Accounting Regulations 2006. The financial statements have been prepared under the historical cost convention except for the valuation of assets which are shown at market value. The financial statements include all transactions assets and liabilities for which the PCC is responsible in law. ## b. Incoming resources Planned giving, collections and donations are recognised when received. Tax refunds are recognized when the incoming resource to which they relate is received. Grants and legacies are accounted for when the PCC is legally entitled to the amounts due. Dividends are accounted for when receivable, interest is accrued. All other income is recognised when it is receivable. All incoming resources are accounted for gross. ## c. Resources expended All costs are allocated between the expenditure categories of the SOFA on a basis designed to reflect the use of that resource. Grants and donations are accounted for when paid over, or when awarded, if that award creates a binding or constructive obligation on the PCC. The diocesan parish share is accounted for when due. Amounts received specifically for mission are dealt with as restricted funds. All other expenditure is generally recognized when it is incurred and is accounted for gross. ## d. Funds Restricted Funds – (a) income from trusts or endowments which may be expended only on those restricted objects provided in the terms of the trust or bequest, and (b) donations or grants received for a specific object or invited by the PCC for a specific object. The funds may only be expended on the specific object for which they were given. Any balance remaining unspent at the end of each year must be carried forwards as a balance on that fund. The PCC does not usually invest separately for each fund. Where there is no separate investment, interest is apportioned to individual funds on an average balance basis. Unrestricted Funds – These are funds which may be used for general PCC purposes without any external restriction. ## e. Fixed Assets Restricted Consecrated and benefice property is not included in the accounts in accordance with s.96(2)(a) of the Charities Act 1993. Movable church furnishings held by the vicar and churchwardens 21 **St James Annual Report 2023** on special trust for the PCC and which require a faculty for disposal are inalienable property, listed in the church's inventory, which can be inspected (at any reasonable time). For anything acquired prior to 2000 there is insufficient cost information available and therefore such assets are not valued in the financial statements. Subsequently no individual item has cost more than £1000 so all such expenditure has been written off when incurred. ## **Note 2: Voluntary income** Planned donations from individual via standing orders or other planned giving totalled £103, 122.95 (2022: £87,816.50). Other donations (cash donations) from individuals totalled £1889.82 (2022: £1,760.17). Restricted donations totalled £749.13 (2022: £964.33). Gift Aid totalled £37, 807.27 (2022: £21,206) ## **Note 3: Investment income** There was £101.27 investment income received from our credit union (2022: £276.96). ## **Note 4: Other income generated** There was £4,745.74 other income generated (2022: £1,445). ## **Note 5: Cost of generating income** Total contracted staffing cost for the year, relating to generating income, amounted to £0 (2022:£0). ## **Note 6: Staff Cost** Total staffing costs for the year amounted to £177, 571.21 this includes costs towards HMRC and pensions (2021: 180,828.08). LDBF give us a grant to cover the cost of the Chaplaincy salaries and LNG salaries. ||| |---|---| |Staff Costs|| |St James in the City|£ 63,689.57| |Minis|£ 4,251| |Brewery|£ 2,621.12| |Chaplaincy|£ 7,698.94| |LNG|£ 99,310.58| ## **Note 7: Payment to PCC members** No payments were made to any PCC members. ## **Note 8: Liabilities and Debtors** None ## **Note 9: Funds** 22 **St James Annual Report 2023** The Restricted and Designated funds comprise of Youth, Chaplaincy, Minis, Brewery, Mission Giving, Hardship, Building, LNG and Church Plant.. The Mission Giving Fund represents funds from donations in support of the mission work of The White Family, members of the congregation working in Spain. The Chaplaincy Fund is the money from LDBF to pay for some of the Chaplains. We have also created a designated fund for our legal reserves. ## **Note 10: Loans** STJ currently have no outstanding loans. 23 St James Annual Report 2023 Analysis of income and expenditure St James in the Cty Analysls of Incomg and expendlturo Selected perlDd: 01 January 2023 to 31 December2023 Total G•n•r41 D•slonat•d R•strl¢t•d Endownxnl ThIS￿ar Last ￿Or Inc¢)me and endowments from: Donatlons and legaclos 0101- Gftlid- Parish 13iirvJScheme ol￿- (3ft1id- B8nk{Sta￿l1Vj 0110- GftAd- En*4oFeS 0201- ohwp1ann￿J911lrQ- P8ri5hG%iry 02tr2- th￿plann￿Jg1Ilr9- Bankl&8ndingC￿O[s> 0210- CIhwplann￿g1K1ry- Emdore5 0301- Lix)sepl8te￿llW*(￿ IGWsdigi￿ej 03(kS. L￿Sepla￿e(X11e{￿￿￿tsIl￿￿r￿￿)sdIoIblÉI 0310- R£tiriryidle(*on5 0320. CmtroifGftKiddrx*tiorts IdedaR0onts)8n￿tY} Lh101. (aft 91J44.54 55J.00 91,89454 1.50) TT,00728 9083.41 1W.CX) 1.133. 756.tr2 9.883.41 1Tr).00 1.33293 7￿.02 11.476.72 187£0 1.45851 174.13 25222 L5105.AkndonaluB'. nc*)(3ftAd{G4￿d1glNel C410. GiiTrJbkn**thJrthbMs L5115.Pth¢dOnatc*￿.' no1GftAdlTh￿GwSd19t16) L5120. (3ft1iddL**bons 275.ts) 275.LY) 118AO ors[￿fic8[(tsalS etc. (￿l.TaKr￿j￿atleon GftA'd (E10. fJsDSTaKreiief 0701. Leg￿e5 (1801. Re￿rri￿ grants 379)7.27 37.80727 ,835.76 370 23￿.(￿1 14.Cfj5.Tr) 1PA)b52.80 1P25.00 168.417BO 3245.(Ml 125.931.19 40,87852 204B3 (IXJ1- FUn(trdi5inglgpnpr￿l Donations and logacios Totals 168.820.04 14,365.00 132,301.93 315,486.97 278.848.93 Incom• from charltable actlvltle8 1101- Parfshfee t¢wYdt¥JOrbJn￿a 1110. ChLYtyrd malntsnancefeè 1210. Bc(*stsll sa8S 12&1- LYHai18th"ngs-o¥"*ts*s 12W). wl irKcffie 1013.S) 3,0135J 11W2.S) 2,080LI) 575m 129). &aTthOrgarisaio￿. ￿￿ipts Incom& from charltable actlvltles Tota18 4141.00 1,082.50 5,223.50 1,283.19 Other tradlng a¢tfvltl*s (B10- Fun(trdi5inglk*iibesl 1220- P*x*stsii saes-fundraisiNJ 1240- orHal lethtys-fund rasirwJ 125). 21022 21022 2720 12fA). iNxma.sae8 1270. Clh¥TrJThts gM*J eiJ4.74 5259.61 6,02935 1,55152 Other tradlno a¢tfvltlès Totals 604.74 65.00 5.569A3 6,239.57 1,584.72 24 St James Annual Report 2023 Total General Deslgnated Restrlcied Endowment Th18 yéar Last year Inv¢$tn*nts 1rn1-tJ￿d￿s from sha 101.27 10127 276.96 1m-Bal(8ndtxJildlrys￿￿￿Yln￿rt5l 1025-(F[￿￿a(￿x1￿nt1r*tsre￿t lO￿-￿￿ntI￿mle8S8d1ants trtAJildir Invostmonts Totals 101.27 101.27 276.96 other inco 1310. ktsuBrrodaim8 l￿-S￿pI￿8-Sa￿S c{fi￿￿ 8586ts 13￿.P£1urnIs *Dm PTBM¢XE yvarewjiture Other Incon* Totals Income and endovm*nts Grand totals 173,667.05 14512.50 137W1.76 327,051.31 281,993.80 EXpendI￿re on: Raising funds 1701-Fe88 Foidtsfvnthiy8T5 1710-CostsofaF¥4ynglxuYants 1720-C05tsofgi%iry ￿￿e10[￿S sIw￿￿h.P 17￿-cA>stsOffiJ￿d￿Siry &ents 1740- ￿￿tr￿entMan￿rn￿(x$ts 1hS Raising funds Tota15 1.65 Expondlture on charltable actfvltlea 1801-(3¥Ang tr)missiowyscKietias 18W-f3￿ng tr)rel1efa￿d&￿q)Menlaje￿16B l￿- Fbmemission 187Q. S&>J8rtharibe8 18￿-Aff 1910-Ckawfftrish Shar8 a￿1 .16si5tsntstoff $48rie5 (la￿￿et￿l XJ10-sawy(rf(xganisthnu5KXa x)￿-s￿￿y(￿aImlniStr3far 2055-PAIE NI&PertsK)n-P&ishAnin &&N)rxt 2(ffl-aeanErw {(*xj￿ txildirEI 2101-a8rgyw￿￿ry è4)ans88 21X-Q)urKiI tax1derw￿usIrWj1 21W-PbLBing8ws8s Id 2140.IA*rates Idwwhw8irgl 21￿. T￿o￿and brO*j￿￿ Idwwhw8irvJl 21f￿.s￿￿￿ wepar¥ion malerigL5 WKI res￿rceS 2170-aewytsring uM5es mthiql 21W-Re￿rewSeS and 21￿-t$s15tr￿tgAff (x)sts (MThsty) 201&LK) 2Lb95 3.OZJ95 2518JJO 2240. 2240LN) 6,7e6A3 44n8 25.4￿2.92 158.￿.09 25E60.W2 49578.&5 25.6fA)S2 140.46698 708. 9).179 14587.92 23fi&$21 18m 3B283.13 18.(Ml 18,123A2 2&71 TJ.71 3(YJBS 5,946.91 9,515. 1D54.¥2 40.(K) 128.&5 4,135 10,08194 9.575LKJ 1.054S2 40 12865 10,WJ1 11,768LIO 1.676h8 340m 144.70 75.00 2D73.67 285D 6.482.&5 1W.44 8.389fj2 Z201-Pknh miss￿n ?￿ja￿lISM (xx%ts Z210-Cisopleship ts)￿$8￿￿ts le.g ¥£.} &20 44.19 42739 233.14 25 St James Annual Report 2023 Total G•n•ral D•sionat•d R•$trietèd Endovm*nt This y*ar Last >*ar 2215-&Jnd8yF(KKI 22￿.￿ndayknX4 &￿rIorchurth o)sts 2225.￿dents 22￿.You￿ &￿￿m81￿91(Ajw0￿￿h&a 2245- Fa[nilyE￿nts 229J.n*W￿ Ms8ior¢&pp￿￿￿M18827 22￿-sTJ Mnis 1,488.49 527.71 1.198.98 66151 1,4B3.45 2,971.94 527.71 1.344.72 1￿￿.03 2.N3.97 1,QL¥J.LYJ 1,07495 3567.95 323 19 1.IRQ.63 A5 145.74 79852 1.68OAS 1,(M)O.C 963.12 59729 514ts5 985.10 2270. Food Bsnk 1334.38 6,716.37 2255AO 14005.18 2591.97 266.80 22WJ. Lkni GW8iryE%erts 2281-LNGF(th￿1 MThsty 229).LN&lknr 2301- InSUr8r￿ [￿lIlMs Icknkn￿lIdIr1jl 2310-Tele*KXE ILthrL* ￿lkJIr￿P9rI5hthLE} 2320-Clpnlpanoluring ￿dM￿nte￿Ca 1xjildingmante￿C* Irrxjlnel 2331-awing materids &eq14wnertldwTth Lu'ldngl 2335.(hwth a]uipmentrtsts 2340- WkÉepofsert4 2345.<￿￿th wn5urn&le ite 235J. WkthpOfthurth￿rd 22￿-￿MInIstr8Otsn (xjsts knrpafsh 2361 .&wwtsoJ8ts &eyAminatiortwditf80 2362.&an￿J"ry 2401-1￿￿th luildin9-el￿G 2410-(hwth bJildiThJ-gas 2420-(￿￿th tAJilding-w*r 2430-{￿￿￿ Lwildin9-oil (Iwb'ng ss6th1 2S)1- Wwn8e4)8ns&% inc4Lk1ing wintirYJcc6ts 2510-P*thlall (xJsts n*strx* 1MBS.16 3,16552 10P04B4 1,e85.16 3,1&5.52 10.IJ04A4 2,011.49 7(fj. 2,011A9 672.co 696.1 40m 2,078.77 262.13 2h39.67 1J78 960 2,142.84 2,098.46 26.CQ 120.48 1a99E6 382.61 92¥2.88 1,502.98 1.11754 2,321.83 3,147.99 5253SS 124.18 910.63 155721 3551.70 S11.79 157m 105XK¥ 73.VJ 919.93 129 1218.60 824409 2.49427 10.73926 11.75T.59 2,652.18 2,652.18 786.91 465.16 114.19 416A)9 320.07 175 1.195 175.36 2515-OhWtr￿th'ngej￿en￿lure 25Z)- F￿1V(lher￿j1kllrK￿-￿[ (W"rg sy8kn1 2531- kklVcther￿l￿1ffj-dethItjty 2540- k￿luCIhor￿lh1lrVJ- gas 25S)- F￿1VCther￿j1kllrK￿-ln8Ur8lK￿ pf*niLmS 25eo. p￿1￿0￿erl￿ikj1TyJ-rnwth￿Tr Irwtinel 2565- kklV(tsrbJihJirvJ. 4uiFYnento)sts 2570- kk1Vcther￿ikjiffj-te￿￿￿t3ftd LxoadbaNI 2580. k￿l￿O￿er￿1kj1TyJ-y￿WraIe5 2585- kklVtJh8rbJihJirvJ- oJrBum*ks 2591- F&1VCthÈr￿I￿iffj-dè¥in9￿ts¢S 2595- PA)e Nl &Pens￿￿- ￿1￿Cl￿nmL￿tyCen*P 2599.&￿K* (XyaTh8akn. paynents 2701-fhuth ￿ildingrnOi￿Wts-$trU(kn 2710-thwth bJildiThamaiu reFors- Inst￿lat.¢ 27%)-CXwth tAJlldingin*rif*¥K1 ex*rif*d&xxal 2801- ￿k1v￿￿e[L￿1￿lry tnaiDrret0its-$tr￿￿re 2820- PklVCth8rbJihJiro Majorre￿l￿- irBtalL8t' 28S)- ￿1V(￿r￿Ik11ffj 1nterfr*ande￿erf(￿d8L￿ratrJn 2840.OhwPCC 2910- WibuldirvJ- housefc(dw 2W- Chtx 2￿.N￿bLildlry H￿l10h￿r 225.(0 3975.77 5.39626 1978.10 51038 510J8 2837 2837 192n7 192.07 88.76 10.(NJ 25.97 27.￿* 1fj4.13 191.73 3siI fAI 1(￿. 2,965 2,96520 St James Annual Report 2023 Total General Deslgnated Re$trlded Endowmènt Thls yèar Last yeor Expendl¢ur• on charltoble adfvltl•$ Totsls 153,692.21 8,089.78 148,831.75 310,413.72 302,287.32 Other •xpendltur¢ Other expenditure Tota18 ExPendI￿re Grand totals 153.69221 8.089.76 148.631.75 310A13.72 302.288.97 27 **St James Annual Report 2023** ## **3.3 Independent Examiners Report** Report to the Parochial Church Council (PCC) of St James in the City on the accounts for the year ended 31[st] December 2023, as set out on pages 20-32 of the Annual Report. ## Respective responsibilities of Trustees and Examiner The PCC are responsible for the preparation of the accounts. They consider that an audit is not required for this year under section 144 of the Charities Act 2011 (The Charities Act) and that an independent examination is needed. It is my responsibility as examiner to: - examine the accounts under section 145 of the 2011 Charities Act; - to follow the procedures laid down in the general Directions given by the Charity Commission under section 145(5)(b) of the 2011 Act; and - to state whether particular matters have come to my attention. Basis of independent examiner’s statement My examination was carried out in accordance with general Directions given by the Charity Commission. An examination includes a review of the accounting records kept by the PCC 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 PCC concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently no opinion is given as to whether the accounts present a ‘true and fair’ view and the report is limited to those matters set out in the statement below. Independent examiner’s statement In connection with my examination, no matter has come to my attention: - 1) which gives me reasonable cause to believe that, in any material respect, the requirements: - to keep accounting records in accordance with section 130 of the Charities Act; - to prepare accounts which accord with the accounting records and comply with the accounting requirements of the Charities Act have not been met; or - 2) to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached. Name of Independent Examiner: Sarah Felton Date: 15/05/2024 28