St Mary and All Saints P C C Whalley
Ch•rity Number 117621Z
Annual Report and Flnanclal Statemefftts
For the Year ended 31 December 2023

St Mary and All Saints P C C Whallev
Reference and Adminisbative Detai15
Chalrman
Reverend Jonathan Carmyllle
Trustees who served durlng the Year
Dorothy Borland
PC C Secretsry
Shirley Ann Baxter
Resigned April 2023
Christine Seed
lan John Smith
Lynne Smith
Judith Davies
Clifford Alan Ball
Resl8ned April 2023
Peter Slmms Ward
Thoma5 Small
Resigned April 2023
8ertlna Rose Cranle
Ress8ned April 2023
Ibolya Fewster
Joanna Glenn
Denise Elstub
Julle Tennant
Appolnted March 2023
Reverend Rachel Frost
Appointed July 2023
Parlsh safeguard1￿ Officer
Lynne Smrth
Prfndpal Offl¢e
The Parish Office
Church Lane
Whalley
Lancashire B87 9SY
Independent Examiner
Mr David Barlow FCCA

5t Mary and All Salnts P C C Whdley
Trustees Report
The Trustees present the annual report together with the financial statements of the charrty for the
year ended 31 December 2023
Charitable Purposes
The trustees provide the fatilttles and support for public services open to all and an opportunlty for
quiet contemplation and prayer. The trustees provide an opportunity for everyone to worship at our
church and to become part ofthe community at Whalley.
The trustees review the services from tlme to tlme wtth the objective of making the church as
welcoming and inclusive as possible particulady to new famille5 moving into the area. This forms
part of our Dlocesan Mission Wlslon 2026":
To rfrestab115h orre-new requlorpottems olworklnffj Includlng wotshlp. PCC Sch<pol und
Abbev,
ToAurther develop our mlnlsty of welcon￿, Indudlnq ofvcus on new houslnq
developments ond
To plunfor the secondport olthe restoratlon of the Church
The PCC wlll lead a Generosity and Grace Stewardshlp campaign in 2024 and will also review the
above vision for the church.
Publlc Benefft
2023 remained a challenging year for many people, and for the church. During the year it even more
Important that the church remalned avallable, offerlng a safe, peaceful, quiet and welcomin8
environment for everyone. In addition the Church continued to work with other organisations In the
town to help those suffering from the economic climate.
The trustees conflrm that they have complied wlth the requlrements of 5ertlon 17 of the Charities
Act 2011 to have due regard to the public guidance beneflt guidance publlshed by the Charity
Commission for England and Wales.
Management and recrultment of Trustees
The Parochial Church Councll IP C C) was chalred by the Vlcar, Reverend Jonathan Carmyl
supported by twelve trustees. includin8 Co-opted members. The P C C meets up to Six times a year as
required. New members are appointed for a perlod of three years but thls can be extended, by
agreement of the P C C.
Safeguardlng
The trustees are aware of their responsibility to provide a safe and caring environment for all church
actlvities and place safeguarding at the heart of their commitment. Safeguarding includes everyone
within the church community and visitors to the church. This is done by understanding and
resperting all child￿n. young people and vulnerable adults, within the church family and visitors.
The P C C adheres to the National Church safeguarding policies. endorsed by the DI0￿$e of
Blackbum, and outlined in the Parish Safeguarding Handbook. The safeguarding policy is available on
the church website. wsth a hard copy available in the parish office.

The P C C have a Parish Safeguarding Officer and training is provided to all applicable persons. with
an Annual Self Evaluation. in accordan￿ with Dlocesan ￿CommendatiOns.
Financial Revlew
Totsl income for the year was £94.397 {2022: £94,397) of whith £92.91212021:£92,9121 was
unrestricted.
Total Expendtt￿￿ was £129.605 {2022: £110.5051 of whlth £123.54012022.. £107,013) was
unrestrocted. The value of investments inueased by £10.49212022: decrease £14.6901 and the
defiat for the year was £2,99512022..£30,7931 of which £13.82112022: £28,791) was unrestricted.
The Re5erve5 at the end of the year were £387.99812022: £391,004) of which £356,94412022..
£375,497) were unrestricted. Of the unrestricted funds £151.102 was designated for future project5
12022.'nlll.
Overall the P C C considerthat whilst the finances are satlsfactOry* the ongoln8 flnancial deflclt wlll
be addressed within the coming three years.
A¢countlng Polldes
The flnancial statements have been prepared under the Charltles Act 2011 and In accordance wlth
the Church Actounting Regulations 2006 governlng the individual accounts of the P C C, with
appropriate accounting policies.
ststern•nt of Trustee Responslbllftle5
The trustees are responsible for preparing the trurtee's report and flnanclal 5tstements In
att0rdon￿ with the United Kingdom Accounting Standards and applicable law and regulations. The
law appllcable to charities requlres trustees to prepare flnandal statements for each flnanclal year
whlch 8tve a true and falr vlew of the state of affairs of the charity and of the Incomlng resources
and application of the resource5 of the charity for that ￿riod. In preparing these financial
statements the trustees are required to:
select suitable accounting policies and appty them consistentlyi
observe the methods and principles in the Charities SORP-
make judgements and estimates that are reasonable and prudent:
state whether applicable accounting standards have ben followed, subject to any materlal
departures disdosed and explained In the financlal statements,. and
prepare the financial statements on the 80ing concern basls unless It Is inapproprlate to
presume that the charity will contlnue In operatlon.
The trustees are responsible for keeping proper accounting records that disc105e, with reasonable
accuracy at any time the financial position of the charity and enable them to ensure that the
financial statements tomply with the Charities Act 2022, the applicable Charitie5 IAccounts and
Reports) Regulations. and the provlslons of the constitution. The trustees are also responsible for
safeguarding the assets of the charity and hence for taking reasonable steps for the prevention and
detection of fraud and other Ir￿guIaritles.
Approved by the trustees of the chaiity on and signed on their behalf by:
Reverend Jonathan Carmyllie
Chaimian
11 IEcthLo2+

Independent Examlnefs Report to the Tru5tee5 of the St Mary and All Saints P C C, Whalley
I report to the trustees on my examinatlon of the accounts of the charity for the year ended 31
December 2023 which are set out on pages 6 to, carried out under sertion 145 of the Choritie5 Act
2011 and in carrying out my examination I have foll0v￿d all the applicable directions given by the
Charity Commission under sectlon 145 of the Act.
I have completed my examination and mnfirm that I no material matters have come to my attention
in connectlon wlth the examination giwng rne cause to believe that in any material respect:
accounting records were not kept in respert of the P C C of St Mary and All Saints Whalley, as
required by section 130 of the Act: or
2. the accounts do not accord with those records. or
3. the accounts do not comply with the accounting requlrements concerning the fom) and
content of the accounts setout in the Charities (Accounts and Reports) Regulations 2&)8 other
than the requlrement that the accounts 8ive a "true and fair vievf which is not a matter
consldered as part of an independent examination.
I have no concerns and have come across no matters in connection wlth the examination to which
attention should be drawn In thls rep)rt in order to enable a proper understanding of the accounts to
be reached.
, e/
David Barlow FCCA

si rluy PC C.VThd
2022
Total
Toi*l
Planned GM
Othet6Mn¥
Le8acie5 and ge41*sts ReLeKYd
Tax rerthredthiwh GftA
34.453
24.X8
34,ni
Iso
14.399
13228
.230
68.195
3(L378
65,911
4.7J5
4ns
7.728
tyPCCfor
we￿￿ll5
9331
9JJl
10,08B
6.667
851
54,528
,301
6*34
4,474
16.189
7.677
107.
Or￿ hor￿11￿
P*Aha•rwC¢•
15.016
7N92
5,442
15.016
7M92
R•wl•i churth rwnity •y••A
CThuKh Wrgc<*i•
4*33
IL639
122MI
123yO
6J>12
552
)rC4pW Exp•hd
tO(￿rth
550
New8uhllw
13550
110.505
D•lldtforth• Ymr
-24313
iojifj
.16,109
L•A•lG•lnlon 1rbW•b*￿•1￿•1￿
IOA92
.14fi90
R•¢WdI￿u0n otFund•
151.102
Totsl Fyn41•broughtfoMard
375316
15.688
31A04
39Lt*yJ
421,802
391.004
ISI.102

8t M•ryat)dAM S*lrfX P C C. Wh¥kny
LIO.920
V18thWts". CCLA
Cash al B￿k and in Hand
21IS69
5Q943
3.175
2592f
31,323
29J.583
Crndh¢o." arntyJrt¢s WirvJwitrth oM>wr
N•Icw￿I
-IOA99
280,084
I66￿87
TDtsI N•tAB••ts
317.
3¥1m4
Funthallb•eh*tr.
Unre5￿Ct•d luTr
Oo•knatod Fun
105392
15L102
375.316
Chwlty PundB
J17.9
3111m4
Appro¥Yd by th¢ PCCW 11 P4¥¢h 2024
Re¥.jLW￿thMC￿lm￿l11
PCCChdr

st MaryaTh1￿1 Salrt¥ P C ¢. Wha
Bui• of accounlfjnB
P•nAIr￿A

st S*h** P C C, Wl
I Pl*ntt•d
T•
Tthl
2012
25,9SO
25.764
a4A53
34.7
BAnkln10r95t
11.484
3J19
3,301
&667
other In¢ty
9￿F Energy Grant
sa￿9f￿nd1*S
L625
1353
1.282
2.264
I164
4.riJ3
P•rl•h gh•M lo D￿CH•
•tyd fAfNN&lonolCknJrtth ¢
7.7$1
Orpnijl
Chlldtensworkw
$tv*ard
7,722
2,501
240
140
15m6
7. P4rf•hdw4y ea•l•
Eyws
Coundl T*
Witor ￿1
1733
3,363
539
6,634
?J2
7892
Chk1rnn'• Wo
70
1,gCL)
737
1,436
430
4A74
U71
1.115
6ASI
1.1
g. R•gul•i ¢hw¢h n￿rA￿*￿PeN
KI￿l￿Re￿ill
Ingurdnc4
Paydl Costs
mknhtraUonCts*•
IW3
7,017
3,586
450
4,463
513
9n
162
Lf53
L7JJ
16.289
i(0

St M•ryand All Salnts P c4W￿
11. In*El￿nts and Dwlt*rt¢tyJnts
¢hurth.
12.C•¥h •¢ M•MI
2Q22
F￿d
21935
270
32
1S.S08
13.147
ALXW
Fthc FufA
709
215
181
1,182
C*utth Fw
13.$3J
Pety C41h
51
31,323
13. Othor•
Interealui CCL4 DqpcdlAct¥M
14. Cr•dltoi>L*wIththTwq￿vM0th
I￿P￿￿oInt ExamkwF••
Accountancy Fees
DtcembtrOffert•rles
Cc*Jn¢ll Tax
175
8.255
10.49Y
15. R••trkt•d FuTrd•
St Marya￿dA￿
47a4
E81
211
513
17mJ .11,SSO lOXbJ
219
a•th•ryFund
15.68B
30378 -19,S61
Ji,5
16. o￿ld FurAs
Oe￿I￿ated FUnd5aret1Thede4￿ed ￿lhe PCCforsFodncuytywrpcqe4 InJarnMry2024the PttdttWedfund5 r•ce
Funds
31 D•cqm
Fabrtc Fund
Chdr Fund
1gJ,L
I,ioz
0 15LIOZ
15LIOZ
17. Tnffjt•
pwlo